USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905,593 shares; 2024Q4: 1,670,313 shares; 2025Q1: 2,000,086 shares; 2025Q2: 2,176,529 shares 2,176,529 $110M 3.01% +176,443 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,583 shares; 2024Q4: 460,566 shares; 2025Q1: 462,041 shares; 2025Q2: 460,447 shares 460,447 $94.5M 2.6% -1,594 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,609 shares; 2024Q4: 532,413 shares; 2025Q1: 547,245 shares; 2025Q2: 549,980 shares 549,980 $86.9M 2.39% +2,735 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,180 shares; 2024Q4: 174,046 shares; 2025Q1: 148,699 shares; 2025Q2: 141,386 shares 141,386 $78M 2.14% -7,313 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918,498 shares; 2024Q4: 869,440 shares; 2025Q1: 1,189,682 shares; 2025Q2: 1,339,077 shares 1,339,077 $70.1M 1.93% +149,395 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,157 shares; 2024Q4: 63,053 shares; 2025Q1: 63,489 shares; 2025Q2: 100,901 shares 100,901 $62.6M 1.72% +37,412 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,640 shares; 2024Q4: 30,482 shares; 2025Q1: 190,241 shares; 2025Q2: 194,873 shares 194,873 $61.9M 1.7% +4,632 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,242 shares; 2024Q4: 120,895 shares; 2025Q1: 126,183 shares; 2025Q2: 124,335 shares 124,335 $61.8M 1.7% -1,848 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,963 shares; 2024Q4: 488,049 shares; 2025Q1: 543,666 shares; 2025Q2: 552,140 shares 552,140 $52.6M 1.45% +8,474 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,513 shares; 2024Q4: 92,480 shares; 2025Q1: 85,924 shares; 2025Q2: 83,643 shares 83,643 $51.7M 1.42% -2,281 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526,832 shares; 2024Q4: 1,593,651 shares; 2025Q1: 1,640,254 shares; 2025Q2: 1,528,390 shares 1,528,390 $48.6M 1.34% -111,864 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,976 shares; 2024Q4: 852,437 shares; 2025Q1: 467,867 shares; 2025Q2: 636,649 shares 636,649 $46.3M 1.27% +168,782 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,658 shares; 2024Q4: 215,653 shares; 2025Q1: 210,425 shares; 2025Q2: 251,968 shares 251,968 $46.1M 1.27% +41,543 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,035 shares; 2024Q4: 197,075 shares; 2025Q1: 199,664 shares; 2025Q2: 209,485 shares 209,485 $46M 1.26% +9,821 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,438 shares; 2024Q4: 638,984 shares; 2025Q1: 437,051 shares; 2025Q2: 472,038 shares 472,038 $41.7M 1.15% +34,987 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,946 shares; 2024Q4: 157,769 shares; 2025Q1: 162,564 shares; 2025Q2: 164,656 shares 164,656 $35.5M 0.98% +2,092 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,421 shares; 2024Q4: 29,155 shares; 2025Q1: 64,159 shares; 2025Q2: 149,952 shares 149,952 $34.1M 0.94% +85,793 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,109 shares; 2024Q4: 471,303 shares; 2025Q1: 518,882 shares; 2025Q2: 540,620 shares 540,620 $31.2M 0.86% +21,738 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,681 shares; 2024Q4: 38,493 shares; 2025Q1: 38,481 shares; 2025Q2: 40,888 shares 40,888 $30.2M 0.83% +2,407 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,543 shares; 2024Q4: 122,459 shares; 2025Q1: 115,653 shares; 2025Q2: 113,322 shares 113,322 $28.7M 0.79% -2,331 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,215 shares; 2024Q4: 293,887 shares; 2025Q1: 316,340 shares; 2025Q2: 430,536 shares 430,536 $27.3M 0.75% +114,196 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,596 shares; 2024Q4: 402,206 shares; 2025Q1: 450,427 shares; 2025Q2: 509,697 shares 509,697 $26.9M 0.74% +59,270 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080,829 shares; 2024Q4: 1,211,885 shares; 2025Q1: 1,121,525 shares; 2025Q2: 1,035,906 shares 1,035,906 $26.5M 0.73% -85,619 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,870 shares; 2024Q4: 318,162 shares; 2025Q1: 345,610 shares; 2025Q2: 468,248 shares 468,248 $25.8M 0.71% +122,638 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,177 shares; 2024Q4: 18,064 shares; 2025Q1: 30,277 shares; 2025Q2: 30,936 shares 30,936 $24.1M 0.66% +659 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,932 shares; 2024Q4: 110,711 shares; 2025Q1: 121,355 shares; 2025Q2: 138,066 shares 138,066 $23.9M 0.66% +16,711 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842,235 shares; 2024Q4: 564,957 shares; 2025Q1: 540,868 shares; 2025Q2: 523,828 shares 523,828 $23.6M 0.65% -17,040 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,231 shares; 2024Q4: 63,503 shares; 2025Q1: 179,931 shares; 2025Q2: 212,119 shares 212,119 $21.6M 0.59% +32,188 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,274 shares; 2024Q4: 62,926 shares; 2025Q1: 77,463 shares; 2025Q2: 78,004 shares 78,004 $21.5M 0.59% +541 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,249 shares; 2024Q4: 163,056 shares; 2025Q1: 186,771 shares; 2025Q2: 187,361 shares 187,361 $20.5M 0.56% +590 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,351 shares; 2024Q4: 268,303 shares; 2025Q1: 1,191,409 shares; 2025Q2: 656,186 shares 656,186 $20.2M 0.56% -535,223 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,384 shares; 2024Q4: 249,561 shares; 2025Q1: 262,675 shares; 2025Q2: 248,082 shares 248,082 $20.2M 0.56% -14,593 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,252 shares; 2024Q4: 37,701 shares; 2025Q1: 39,701 shares; 2025Q2: 40,680 shares 40,680 $19.8M 0.54% +979 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,797 shares; 2024Q4: 57,003 shares; 2025Q1: 63,769 shares; 2025Q2: 67,751 shares 67,751 $19.6M 0.54% +3,982 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,452 shares; 2024Q4: 229,750 shares; 2025Q1: 269,624 shares; 2025Q2: 285,071 shares 285,071 $19.5M 0.54% +15,447 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,116 shares; 2024Q4: 279,057 shares; 2025Q1: 311,777 shares; 2025Q2: 371,228 shares 371,228 $19.4M 0.53% +59,451 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,029 shares; 2024Q4: 301,256 shares; 2025Q1: 296,301 shares; 2025Q2: 240,535 shares 240,535 $18.9M 0.52% -55,766 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,146 shares; 2024Q4: 116,925 shares; 2025Q1: 597,903 shares; 2025Q2: 355,308 shares 355,308 $18M 0.5% -242,595 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,238 shares; 2024Q4: 111,217 shares; 2025Q1: 125,178 shares; 2025Q2: 117,669 shares 117,669 $17.4M 0.48% -7,509 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,127 shares; 2024Q4: 41,407 shares; 2025Q1: 453,636 shares; 2025Q2: 342,235 shares 342,235 $17.3M 0.48% -111,401 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,686 shares; 2024Q4: 60,136 shares; 2025Q1: 84,883 shares; 2025Q2: 56,949 shares 56,949 $17.3M 0.48% -27,934 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,020 shares; 2024Q4: 80,120 shares; 2025Q1: 178,163 shares; 2025Q2: 188,181 shares 188,181 $17.3M 0.47% +10,018 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,679 shares; 2024Q4: 119,557 shares; 2025Q1: 123,855 shares; 2025Q2: 124,250 shares 124,250 $16.7M 0.46% +395 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,398 shares; 2024Q4: 155,394 shares; 2025Q1: 163,055 shares; 2025Q2: 170,153 shares 170,153 $16.6M 0.46% +7,098 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,514 shares; 2024Q4: 282,600 shares; 2025Q1: 328,604 shares; 2025Q2: 351,144 shares 351,144 $16.4M 0.45% +22,540 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,259 shares; 2024Q4: 658,761 shares; 2025Q1: 396,929 shares; 2025Q2: 402,017 shares 402,017 $16.3M 0.45% +5,088 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,148 shares; 2024Q4: 87,092 shares; 2025Q1: 88,024 shares; 2025Q2: 90,796 shares 90,796 $16.1M 0.44% +2,772 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,708 shares; 2024Q4: 283,335 shares; 2025Q1: 189,110 shares; 2025Q2: 196,259 shares 196,259 $15.6M 0.43% +7,149 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,916 shares; 2024Q4: 123,381 shares; 2025Q1: 103,697 shares; 2025Q2: 702,502 shares 702,502 $15.5M 0.43% +598,805 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,727 shares; 2024Q4: 228,851 shares; 2025Q1: 197,761 shares; 2025Q2: 150,695 shares 150,695 $15.2M 0.42% -47,066 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,178 shares; 2024Q4: 85,743 shares; 2025Q1: 86,772 shares; 2025Q2: 239,756 shares 239,756 $14.9M 0.41% +152,984 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,577 shares; 2024Q4: 235,786 shares; 2025Q1: 232,962 shares; 2025Q2: 236,612 shares 236,612 $14.8M 0.41% +3,650 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,994 shares; 2024Q4: 161,512 shares; 2025Q1: 129,289 shares; 2025Q2: 132,344 shares 132,344 $14.8M 0.41% +3,055 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,841 shares; 2024Q4: 56,376 shares; 2025Q1: 51,736 shares; 2025Q2: 48,242 shares 48,242 $14.7M 0.4% -3,494 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,287 shares; 2024Q4: 85,663 shares; 2025Q1: 84,567 shares; 2025Q2: 83,008 shares 83,008 $14.6M 0.4% -1,559 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,375 shares 282,375 $14.4M 0.4% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,632 shares; 2024Q4: 25,822 shares; 2025Q1: 25,009 shares; 2025Q2: 24,412 shares 24,412 $13.9M 0.38% -597 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,012 shares; 2024Q4: 515,524 shares; 2025Q1: 526,695 shares; 2025Q2: 515,968 shares 515,968 $13.7M 0.38% -10,727 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,423 shares; 2024Q4: 27,992 shares; 2025Q1: 29,804 shares; 2025Q2: 31,188 shares 31,188 $13.7M 0.38% +1,384 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,878 shares; 2025Q1: 119,095 shares; 2025Q2: 121,171 shares 121,171 $13.6M 0.37% +2,076 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,696 shares; 2024Q4: 33,578 shares; 2025Q1: 34,045 shares; 2025Q2: 32,031 shares 32,031 $13.6M 0.37% -2,014 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,366 shares; 2024Q4: 121,139 shares; 2025Q1: 139,100 shares; 2025Q2: 165,683 shares 165,683 $13.4M 0.37% +26,583 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,975 shares; 2024Q4: 197,529 shares; 2025Q1: 221,508 shares; 2025Q2: 266,426 shares 266,426 $13.4M 0.37% +44,918 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 963 shares; 2025Q1: 33,569 shares; 2025Q2: 43,520 shares 43,520 $13.2M 0.36% +9,951 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,988 shares; 2024Q4: 77,374 shares; 2025Q1: 81,788 shares; 2025Q2: 86,636 shares 86,636 $13M 0.36% +4,848 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,131 shares; 2024Q4: 326,432 shares; 2025Q1: 246,011 shares; 2025Q2: 253,816 shares 253,816 $12.6M 0.35% +7,805 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,190 shares; 2024Q4: 44,574 shares; 2025Q1: 51,360 shares; 2025Q2: 71,343 shares 71,343 $12.6M 0.35% +19,983 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,146 shares; 2024Q4: 312,398 shares; 2025Q1: 319,297 shares; 2025Q2: 412,349 shares 412,349 $12M 0.33% +93,052 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,856 shares; 2024Q4: 169,126 shares; 2025Q1: 118,570 shares; 2025Q2: 120,254 shares 120,254 $11.9M 0.33% +1,684 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,384 shares; 2024Q4: 60,144 shares; 2025Q1: 67,693 shares; 2025Q2: 74,615 shares 74,615 $11.9M 0.33% +6,922 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,382 shares; 2024Q4: 33,701 shares; 2025Q1: 32,742 shares; 2025Q2: 33,320 shares 33,320 $11.8M 0.33% +578 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,842 shares; 2024Q4: 80,113 shares; 2025Q1: 81,279 shares; 2025Q2: 131,866 shares 131,866 $11.8M 0.32% +50,587 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,723 shares; 2024Q4: 23,472 shares; 2025Q1: 31,620 shares; 2025Q2: 28,748 shares 28,748 $11.6M 0.32% -2,872 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,672 shares; 2024Q4: 64,886 shares; 2025Q1: 69,478 shares; 2025Q2: 105,225 shares 105,225 $11.5M 0.32% +35,747 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,708 shares; 2024Q4: 62,786 shares; 2025Q1: 62,008 shares; 2025Q2: 60,037 shares 60,037 $11.1M 0.31% -1,971 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,315 shares; 2024Q4: 77,009 shares; 2025Q1: 74,032 shares; 2025Q2: 80,376 shares 80,376 $10.9M 0.3% +6,344 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,527 shares; 2024Q4: 65,435 shares; 2025Q1: 62,111 shares; 2025Q2: 59,180 shares 59,180 $10.8M 0.3% -2,931 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,702 shares; 2024Q4: 403,001 shares; 2025Q1: 273,823 shares; 2025Q2: 251,700 shares 251,700 $10.7M 0.29% -22,123 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,481 shares; 2024Q4: 62,390 shares; 2025Q1: 51,283 shares; 2025Q2: 434,792 shares 434,792 $10.6M 0.29% +383,509 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,270 shares; 2024Q4: 112,837 shares; 2025Q1: 130,804 shares; 2025Q2: 148,383 shares 148,383 $10.6M 0.29% +17,579 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 294,784 shares 294,784 $10.5M 0.29% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,956 shares; 2024Q4: 146,739 shares; 2025Q1: 157,351 shares; 2025Q2: 130,646 shares 130,646 $10.4M 0.29% -26,705 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,257 shares; 2024Q4: 77,155 shares; 2025Q1: 77,001 shares; 2025Q2: 76,322 shares 76,322 $10.4M 0.29% -679 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,759 shares; 2024Q4: 54,593 shares; 2025Q1: 60,405 shares; 2025Q2: 91,484 shares 91,484 $10.3M 0.28% +31,079 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,444 shares; 2024Q4: 88,490 shares; 2025Q1: 75,717 shares; 2025Q2: 94,603 shares 94,603 $10.3M 0.28% +18,886 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,578 shares; 2024Q4: 24,280 shares; 2025Q1: 26,722 shares; 2025Q2: 27,948 shares 27,948 $10.2M 0.28% +1,226 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 9,750 shares; 2025Q1: 10,039 shares; 2025Q2: 10,198 shares 10,198 $10.1M 0.28% +159 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,016 shares; 2024Q4: 14,475 shares; 2025Q1: 20,199 shares; 2025Q2: 324,196 shares 324,196 $9.77M 0.27% +303,997 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,940 shares; 2024Q4: 102,644 shares; 2025Q1: 100,154 shares; 2025Q2: 99,471 shares 99,471 $9.34M 0.26% -683 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,481 shares; 2024Q4: 102,055 shares; 2025Q1: 101,930 shares; 2025Q2: 105,614 shares 105,614 $8.84M 0.24% +3,684 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,920 shares; 2024Q4: 43,876 shares; 2025Q1: 44,282 shares; 2025Q2: 40,636 shares 40,636 $8.83M 0.24% -3,646 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,158 shares; 2025Q1: 6,175 shares; 2025Q2: 6,479 shares 6,479 $8.68M 0.24% +304 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,202 shares; 2024Q4: 10,602 shares; 2025Q1: 10,551 shares; 2025Q2: 198,614 shares 198,614 $8.58M 0.24% +188,063 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,908 shares; 2024Q4: 36,762 shares; 2025Q1: 36,778 shares; 2025Q2: 40,272 shares 40,272 $8.44M 0.23% +3,494 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,453 shares; 2024Q4: 86,243 shares; 2025Q1: 92,589 shares; 2025Q2: 100,379 shares 100,379 $8.2M 0.23% +7,790 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,400 shares; 2024Q4: 47,504 shares; 2025Q1: 112,134 shares; 2025Q2: 133,166 shares 133,166 $8.15M 0.22% +21,032 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328,157 shares; 2025Q2: 158,996 shares 158,996 $8.04M 0.22% -169,161 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,486 shares; 2024Q4: 92,888 shares; 2025Q1: 103,359 shares; 2025Q2: 101,998 shares 101,998 $8.03M 0.22% -1,361 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,286 shares; 2024Q4: 196,967 shares; 2025Q1: 209,016 shares; 2025Q2: 243,963 shares 243,963 $8M 0.22% +34,947 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 518,878 shares; 2025Q1: 441,983 shares; 2025Q2: 161,078 shares 161,078 $7.65M 0.21% -280,905 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,892 shares; 2024Q4: 41,494 shares; 2025Q1: 41,904 shares; 2025Q2: 41,579 shares 41,579 $7.57M 0.21% -325 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,992 shares; 2024Q4: 170,946 shares; 2025Q1: 155,037 shares; 2025Q2: 169,695 shares 169,695 $7.54M 0.21% +14,658 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,373 shares; 2024Q4: 258,531 shares; 2025Q1: 241,944 shares; 2025Q2: 213,476 shares 213,476 $7.53M 0.21% -28,468 Timeline SOXS Direxion Daily Semiconductors Bea… More: the full row for Direxion Daily Semiconductors Bear 3x Shares Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,300 shares; 2024Q4: 28,000 shares; 2025Q1: not reported; 2025Q2: 943,100 shares 943,100 $7.44M 0.2% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,100 shares; 2024Q4: 24,839 shares; 2025Q1: 24,074 shares; 2025Q2: 25,032 shares 25,032 $7.31M 0.2% +958 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,927 shares; 2024Q4: 337,754 shares; 2025Q1: 349,632 shares; 2025Q2: 352,143 shares 352,143 $7.31M 0.2% +2,511 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,683 shares; 2024Q4: 46,796 shares; 2025Q1: 48,105 shares; 2025Q2: 47,543 shares 47,543 $7.26M 0.2% -562 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 38,326 shares; 2025Q1: 38,087 shares; 2025Q2: 35,290 shares 35,290 $7.22M 0.2% -2,797 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,010 shares; 2025Q1: 191,699 shares; 2025Q2: 189,695 shares 189,695 $7.12M 0.2% -2,004 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,094 shares; 2024Q4: 281,168 shares; 2025Q1: 277,163 shares; 2025Q2: 314,501 shares 314,501 $7.04M 0.19% +37,338 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,743 shares; 2024Q4: 31,518 shares; 2025Q1: 31,469 shares; 2025Q2: 31,517 shares 31,517 $7.02M 0.19% +48 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,396 shares; 2024Q4: 73,843 shares; 2025Q1: 72,413 shares; 2025Q2: 83,665 shares 83,665 $6.98M 0.19% +11,252 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,779 shares; 2024Q4: 27,353 shares; 2025Q1: 27,260 shares; 2025Q2: 24,638 shares 24,638 $6.87M 0.19% -2,622 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,803 shares; 2025Q2: 133,748 shares 133,748 $6.84M 0.19% +11,945 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,462 shares; 2024Q4: 73,673 shares; 2025Q1: 67,341 shares; 2025Q2: 69,375 shares 69,375 $6.82M 0.19% +2,034 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,459 shares; 2024Q4: 124,439 shares; 2025Q1: 127,952 shares; 2025Q2: 124,052 shares 124,052 $6.75M 0.19% -3,900 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,575 shares; 2024Q4: 259,696 shares; 2025Q1: 150,848 shares; 2025Q2: 150,327 shares 150,327 $6.55M 0.18% -521 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,996 shares; 2024Q4: 150,945 shares; 2025Q1: 150,135 shares; 2025Q2: 143,081 shares 143,081 $6.4M 0.18% -7,054 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,336 shares; 2024Q4: 27,952 shares; 2025Q1: 151,216 shares; 2025Q2: 237,699 shares 237,699 $6.31M 0.17% +86,483 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,580 shares; 2024Q4: 82,844 shares; 2025Q1: 78,934 shares; 2025Q2: 91,661 shares 91,661 $6.15M 0.17% +12,727 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,065 shares; 2024Q4: 73,659 shares; 2025Q1: 112,460 shares; 2025Q2: 130,771 shares 130,771 $6.13M 0.17% +18,311 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,601 shares; 2024Q4: 9,920 shares; 2025Q1: 9,693 shares; 2025Q2: 9,164 shares 9,164 $6.08M 0.17% -529 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,951 shares; 2024Q4: 10,455 shares; 2025Q1: 10,546 shares; 2025Q2: 10,673 shares 10,673 $6M 0.16% +127 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,486 shares; 2024Q4: 68,686 shares; 2025Q1: 63,506 shares; 2025Q2: 62,194 shares 62,194 $5.96M 0.16% -1,312 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,501 shares 141,501 $5.92M 0.16% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,562 shares; 2024Q4: 55,332 shares; 2025Q1: 54,186 shares; 2025Q2: 54,713 shares 54,713 $5.9M 0.16% +527 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 22,820 shares; 2025Q1: 27,919 shares; 2025Q2: 28,353 shares 28,353 $5.8M 0.16% +434 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,848 shares; 2024Q4: 122,630 shares; 2025Q1: 118,263 shares; 2025Q2: 121,445 shares 121,445 $5.75M 0.16% +3,182 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,456 shares; 2024Q4: 130,603 shares; 2025Q1: 134,428 shares; 2025Q2: 133,308 shares 133,308 $5.7M 0.16% -1,120 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,144 shares; 2024Q4: 58,911 shares; 2025Q1: 59,248 shares; 2025Q2: 58,694 shares 58,694 $5.69M 0.16% -554 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,903 shares; 2024Q4: 223,434 shares; 2025Q1: 237,837 shares; 2025Q2: 243,663 shares 243,663 $5.62M 0.15% +5,826 STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,875 shares 103,875 $5.59M 0.15% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,448 shares; 2025Q2: 86,500 shares 86,500 $5.58M 0.15% +1,052 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,286 shares; 2024Q4: 250,601 shares; 2025Q1: 343,039 shares; 2025Q2: 357,335 shares 357,335 $5.53M 0.15% +14,296 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,131 shares; 2024Q4: 218,301 shares; 2025Q1: 230,864 shares; 2025Q2: 236,273 shares 236,273 $5.51M 0.15% +5,409 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,250 shares; 2024Q4: 145,106 shares; 2025Q1: 139,969 shares; 2025Q2: 137,929 shares 137,929 $5.49M 0.15% -2,040 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 6,450 shares; 2025Q1: 7,647 shares; 2025Q2: 7,707 shares 7,707 $5.45M 0.15% +60 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,144 shares; 2024Q4: 61,792 shares; 2025Q1: 60,659 shares; 2025Q2: 58,687 shares 58,687 $5.33M 0.15% -1,972 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 6,554 shares; 2025Q1: 10,659 shares; 2025Q2: 10,469 shares 10,469 $5.33M 0.15% -190 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,352 shares; 2024Q4: 38,371 shares; 2025Q1: 39,011 shares; 2025Q2: 39,011 shares 39,011 $5.31M 0.15% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 4,336 shares; 2025Q1: 5,413 shares; 2025Q2: 5,129 shares 5,129 $5.27M 0.14% -284 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,965 shares; 2025Q1: 195,595 shares; 2025Q2: 233,083 shares 233,083 $5.24M 0.14% +37,488 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,895 shares; 2024Q4: 128,873 shares; 2025Q1: 139,001 shares; 2025Q2: 139,087 shares 139,087 $5.21M 0.14% +86 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,610 shares; 2024Q4: 18,979 shares; 2025Q1: 19,719 shares; 2025Q2: 23,592 shares 23,592 $5.16M 0.14% +3,873 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154,961 shares 154,961 $5.1M 0.14% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,854 shares; 2024Q4: 32,617 shares; 2025Q1: 32,567 shares; 2025Q2: 32,340 shares 32,340 $5.09M 0.14% -227 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,754 shares; 2024Q4: 70,072 shares; 2025Q1: 67,859 shares; 2025Q2: 71,670 shares 71,670 $5.07M 0.14% +3,811 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,589 shares; 2024Q4: 85,922 shares; 2025Q1: 85,800 shares; 2025Q2: 88,944 shares 88,944 $5.07M 0.14% +3,144 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,238 shares; 2024Q4: 20,229 shares; 2025Q1: 19,639 shares; 2025Q2: 24,027 shares 24,027 $5.07M 0.14% +4,388 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,716 shares; 2024Q4: 48,315 shares; 2025Q1: 49,477 shares; 2025Q2: 49,673 shares 49,673 $5M 0.14% +196 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,727 shares; 2024Q4: 12,777 shares; 2025Q1: 13,714 shares; 2025Q2: 17,865 shares 17,865 $5M 0.14% +4,151 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,603 shares; 2024Q4: 28,005 shares; 2025Q1: 27,176 shares; 2025Q2: 25,573 shares 25,573 $4.97M 0.14% -1,603 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,953 shares; 2024Q4: 15,690 shares; 2025Q1: 16,046 shares; 2025Q2: 108,496 shares 108,496 $4.96M 0.14% +92,450 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,522 shares; 2024Q4: 73,729 shares; 2025Q1: 68,226 shares; 2025Q2: 52,431 shares 52,431 $4.92M 0.14% -15,795 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,136 shares; 2024Q4: 40,585 shares; 2025Q1: 40,173 shares; 2025Q2: 44,590 shares 44,590 $4.91M 0.13% +4,417 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,829 shares; 2024Q4: 15,992 shares; 2025Q1: 16,461 shares; 2025Q2: 16,633 shares 16,633 $4.9M 0.13% +172 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,254 shares; 2024Q4: 101,932 shares; 2025Q1: 134,631 shares; 2025Q2: 117,472 shares 117,472 $4.87M 0.13% -17,159 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,016 shares; 2024Q4: 64,117 shares; 2025Q1: 59,855 shares; 2025Q2: 75,347 shares 75,347 $4.82M 0.13% +15,492 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,663 shares; 2024Q4: 34,747 shares; 2025Q1: 34,697 shares; 2025Q2: 33,556 shares 33,556 $4.8M 0.13% -1,141 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,267 shares; 2024Q4: 25,751 shares; 2025Q1: 34,381 shares; 2025Q2: 36,117 shares 36,117 $4.77M 0.13% +1,736 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,542 shares; 2024Q4: 32,478 shares; 2025Q1: 32,164 shares; 2025Q2: 31,337 shares 31,337 $4.73M 0.13% -827 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,952 shares; 2024Q4: 99,498 shares; 2025Q1: 87,664 shares; 2025Q2: 93,185 shares 93,185 $4.72M 0.13% +5,521 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,311 shares; 2024Q4: 65,116 shares; 2025Q1: 64,097 shares; 2025Q2: 67,437 shares 67,437 $4.68M 0.13% +3,340 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,532 shares; 2024Q4: 9,937 shares; 2025Q1: 11,636 shares; 2025Q2: 11,960 shares 11,960 $4.64M 0.13% +324 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,178 shares; 2024Q4: 31,304 shares; 2025Q1: 33,472 shares; 2025Q2: 32,509 shares 32,509 $4.61M 0.13% -963 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209,937 shares; 2025Q2: 217,434 shares 217,434 $4.58M 0.13% +7,497 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 6,310 shares; 2025Q1: 9,087 shares; 2025Q2: 63,301 shares 63,301 $4.56M 0.13% +54,214 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,339 shares; 2024Q4: 37,882 shares; 2025Q1: 44,170 shares; 2025Q2: 35,718 shares 35,718 $4.43M 0.12% -8,452 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,753 shares; 2024Q4: 23,657 shares; 2025Q1: 22,478 shares; 2025Q2: 22,535 shares 22,535 $4.39M 0.12% +57 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,662 shares; 2024Q4: 117,932 shares; 2025Q1: 63,391 shares; 2025Q2: 57,278 shares 57,278 $4.29M 0.12% -6,113 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,739 shares; 2024Q4: 160,380 shares; 2025Q1: 164,121 shares; 2025Q2: 175,708 shares 175,708 $4.26M 0.12% +11,587 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,639 shares; 2024Q4: 41,739 shares; 2025Q1: 42,465 shares; 2025Q2: 66,994 shares 66,994 $4.23M 0.12% +24,529 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,386 shares; 2024Q4: 46,179 shares; 2025Q1: 46,368 shares; 2025Q2: 67,710 shares 67,710 $4.22M 0.12% +21,342 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,344 shares; 2024Q4: 54,585 shares; 2025Q1: 49,516 shares; 2025Q2: 44,264 shares 44,264 $4.19M 0.12% -5,252 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,167 shares; 2024Q4: 52,805 shares; 2025Q1: 54,637 shares; 2025Q2: 59,788 shares 59,788 $4.15M 0.11% +5,151 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,539 shares; 2024Q4: 11,124 shares; 2025Q1: 13,883 shares; 2025Q2: 15,118 shares 15,118 $4.12M 0.11% +1,235 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,822 shares; 2024Q4: 114,460 shares; 2025Q1: 106,576 shares; 2025Q2: 102,424 shares 102,424 $4.08M 0.11% -4,152 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,032 shares; 2024Q4: 47,339 shares; 2025Q1: 64,924 shares; 2025Q2: 69,219 shares 69,219 $4.06M 0.11% +4,295 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,470 shares; 2025Q1: 129,629 shares; 2025Q2: 111,257 shares 111,257 $4.05M 0.11% -18,372 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,966 shares; 2024Q4: 158,891 shares; 2025Q1: 145,285 shares; 2025Q2: 139,555 shares 139,555 $4.04M 0.11% -5,730 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,948 shares; 2024Q4: 36,098 shares; 2025Q1: 34,587 shares; 2025Q2: 33,389 shares 33,389 $3.91M 0.11% -1,198 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,959 shares; 2024Q4: 28,194 shares; 2025Q1: 28,766 shares; 2025Q2: 29,225 shares 29,225 $3.9M 0.11% +459 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,735 shares; 2024Q4: 56,793 shares; 2025Q1: 48,184 shares; 2025Q2: 45,530 shares 45,530 $3.86M 0.11% -2,654 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,514 shares; 2024Q4: 7,111 shares; 2025Q1: 7,774 shares; 2025Q2: 8,228 shares 8,228 $3.81M 0.1% +454 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,463 shares; 2024Q4: 43,917 shares; 2025Q1: 43,405 shares; 2025Q2: 44,347 shares 44,347 $3.8M 0.1% +942 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,305 shares; 2024Q4: 71,111 shares; 2025Q1: 72,617 shares; 2025Q2: 89,795 shares 89,795 $3.76M 0.1% +17,178 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,275 shares; 2024Q4: 41,909 shares; 2025Q1: 41,680 shares; 2025Q2: 40,852 shares 40,852 $3.76M 0.1% -828 Timeline TMF DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 25,700 shares; 2025Q1: 62,670 shares; 2025Q2: 95,400 shares 95,400 $3.74M 0.1% +32,730 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,647 shares; 2024Q4: 22,819 shares; 2025Q1: 22,782 shares; 2025Q2: 23,397 shares 23,397 $3.73M 0.1% +615 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,489 shares; 2025Q1: 6,767 shares; 2025Q2: 7,294 shares 7,294 $3.71M 0.1% +527 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,401 shares; 2024Q4: 84,401 shares; 2025Q1: 88,661 shares; 2025Q2: 85,298 shares 85,298 $3.69M 0.1% -3,363 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128,821 shares; 2025Q2: 105,473 shares 105,473 $3.62M 0.1% -23,348 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 10,930 shares; 2025Q1: 13,132 shares; 2025Q2: 13,814 shares 13,814 $3.56M 0.1% +682 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 11,843 shares; 2025Q1: 11,168 shares; 2025Q2: 11,392 shares 11,392 $3.55M 0.1% +224 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,849 shares; 2024Q4: 24,289 shares; 2025Q1: 38,145 shares; 2025Q2: 38,014 shares 38,014 $3.55M 0.1% -131 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,160 shares; 2024Q4: 23,893 shares; 2025Q1: 23,261 shares; 2025Q2: 24,285 shares 24,285 $3.55M 0.1% +1,024 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,761 shares; 2024Q4: 52,985 shares; 2025Q1: 63,365 shares; 2025Q2: 62,443 shares 62,443 $3.53M 0.1% -922 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,543 shares 49,543 $3.51M 0.1% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,326 shares; 2024Q4: 64,259 shares; 2025Q1: 65,888 shares; 2025Q2: 71,273 shares 71,273 $3.51M 0.1% +5,385 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,765 shares; 2024Q4: 12,783 shares; 2025Q1: 12,351 shares; 2025Q2: 12,422 shares 12,422 $3.47M 0.1% +71 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,582 shares; 2024Q4: 13,601 shares; 2025Q1: 12,992 shares; 2025Q2: 14,888 shares 14,888 $3.47M 0.1% +1,896 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 11,948 shares; 2025Q1: 11,856 shares; 2025Q2: 12,655 shares 12,655 $3.46M 0.1% +799 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,185 shares; 2024Q4: 48,700 shares; 2025Q1: 56,553 shares; 2025Q2: 48,841 shares 48,841 $3.43M 0.09% -7,712 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,832 shares; 2025Q1: 75,463 shares; 2025Q2: 86,405 shares 86,405 $3.41M 0.09% +10,942 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,685 shares; 2025Q1: 109,770 shares; 2025Q2: 92,511 shares 92,511 $3.4M 0.09% -17,259 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,631 shares; 2024Q4: 38,415 shares; 2025Q1: 29,335 shares; 2025Q2: 26,720 shares 26,720 $3.4M 0.09% -2,615 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,844 shares; 2024Q4: 112,074 shares; 2025Q1: 83,658 shares; 2025Q2: 65,262 shares 65,262 $3.4M 0.09% -18,396 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,035 shares; 2024Q4: 147,120 shares; 2025Q1: 148,084 shares; 2025Q2: 153,826 shares 153,826 $3.38M 0.09% +5,742 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,641 shares; 2024Q4: 78,197 shares; 2025Q1: 72,134 shares; 2025Q2: 68,652 shares 68,652 $3.36M 0.09% -3,482 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,538 shares; 2025Q2: 43,295 shares 43,295 $3.36M 0.09% +2,757 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,628 shares; 2024Q4: 62,699 shares; 2025Q1: 56,328 shares; 2025Q2: 56,688 shares 56,688 $3.35M 0.09% +360 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,399 shares; 2024Q4: 29,250 shares; 2025Q1: 43,186 shares; 2025Q2: 32,675 shares 32,675 $3.34M 0.09% -10,511 QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,963 shares; 2024Q4: 113,741 shares; 2025Q1: 94,794 shares; 2025Q2: 111,833 shares 111,833 $3.34M 0.09% +17,039 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,963 shares; 2024Q4: 12,400 shares; 2025Q1: 12,699 shares; 2025Q2: 23,867 shares 23,867 $3.31M 0.09% +11,168 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,089 shares; 2024Q4: 31,104 shares; 2025Q1: 30,124 shares; 2025Q2: 29,434 shares 29,434 $3.31M 0.09% -690 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 6,019 shares; 2025Q1: 9,281 shares; 2025Q2: 10,362 shares 10,362 $3.31M 0.09% +1,081 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,855 shares; 2024Q4: 28,984 shares; 2025Q1: 28,299 shares; 2025Q2: 30,079 shares 30,079 $3.28M 0.09% +1,780 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,800 shares; 2024Q4: 141,560 shares; 2025Q1: 124,986 shares; 2025Q2: 116,949 shares 116,949 $3.28M 0.09% -8,037 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,164 shares; 2024Q4: 24,315 shares; 2025Q1: 23,399 shares; 2025Q2: 23,065 shares 23,065 $3.27M 0.09% -334 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,905 shares; 2024Q4: 10,328 shares; 2025Q1: 24,866 shares; 2025Q2: 37,859 shares 37,859 $3.22M 0.09% +12,993 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,974 shares; 2024Q4: 89,923 shares; 2025Q1: 89,679 shares; 2025Q2: 84,876 shares 84,876 $3.22M 0.09% -4,803 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,372 shares; 2024Q4: 10,879 shares; 2025Q1: 12,408 shares; 2025Q2: 13,559 shares 13,559 $3.21M 0.09% +1,151 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,479 shares; 2024Q4: 65,684 shares; 2025Q1: 17,616 shares; 2025Q2: 16,405 shares 16,405 $3.21M 0.09% -1,211 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,360 shares; 2025Q1: 4,362 shares; 2025Q2: 16,056 shares 16,056 $3.17M 0.09% +11,694 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,252 shares; 2024Q4: 316,807 shares; 2025Q1: 76,437 shares; 2025Q2: 108,678 shares 108,678 $3.17M 0.09% +32,241 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,669 shares; 2024Q4: 9,633 shares; 2025Q1: 9,821 shares; 2025Q2: 9,802 shares 9,802 $3.16M 0.09% -19 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,190 shares; 2024Q4: 157,022 shares; 2025Q1: 174,635 shares; 2025Q2: 176,853 shares 176,853 $3.15M 0.09% +2,218 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,699 shares; 2025Q2: 83,230 shares 83,230 $3.13M 0.09% -19,469 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,390 shares; 2024Q4: 26,653 shares; 2025Q1: 23,147 shares; 2025Q2: 35,527 shares 35,527 $3.12M 0.09% +12,380 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,574 shares; 2024Q4: 195,162 shares; 2025Q1: 268,667 shares; 2025Q2: 79,995 shares 79,995 $3.11M 0.09% -188,672 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,624 shares; 2025Q2: 106,160 shares 106,160 $3.1M 0.09% +8,536 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,419 shares; 2024Q4: 71,838 shares; 2025Q1: 90,217 shares; 2025Q2: 79,026 shares 79,026 $3.07M 0.08% -11,191 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,754 shares; 2024Q4: 65,112 shares; 2025Q1: 165,241 shares; 2025Q2: 69,445 shares 69,445 $3.04M 0.08% -95,796 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 19,734 shares; 2025Q1: 19,124 shares; 2025Q2: 18,977 shares 18,977 $3.02M 0.08% -147 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,679 shares; 2025Q2: 74,347 shares 74,347 $3.01M 0.08% -18,332 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,811 shares; 2024Q4: 9,721 shares; 2025Q1: 8,538 shares; 2025Q2: 6,815 shares 6,815 $3M 0.08% -1,723 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,318 shares; 2025Q2: 82,802 shares 82,802 $2.99M 0.08% -15,516 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,819 shares; 2024Q4: 29,520 shares; 2025Q1: 30,233 shares; 2025Q2: 33,864 shares 33,864 $2.98M 0.08% +3,631 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,676 shares; 2024Q4: 11,357 shares; 2025Q1: 17,956 shares; 2025Q2: 11,860 shares 11,860 $2.95M 0.08% -6,096 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,238 shares; 2024Q4: 6,717 shares; 2025Q1: 7,026 shares; 2025Q2: 8,014 shares 8,014 $2.93M 0.08% +988 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,757 shares; 2024Q4: 10,181 shares; 2025Q1: 8,576 shares; 2025Q2: 9,749 shares 9,749 $2.91M 0.08% +1,173 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,416 shares; 2024Q4: 165,612 shares; 2025Q1: 155,259 shares; 2025Q2: 160,296 shares 160,296 $2.91M 0.08% +5,037 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,116 shares; 2024Q4: 35,237 shares; 2025Q1: 32,936 shares; 2025Q2: 30,731 shares 30,731 $2.89M 0.08% -2,205 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,483 shares; 2024Q4: 38,962 shares; 2025Q1: 38,528 shares; 2025Q2: 37,404 shares 37,404 $2.88M 0.08% -1,124 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,099 shares; 2024Q4: 34,505 shares; 2025Q1: 36,305 shares; 2025Q2: 36,346 shares 36,346 $2.88M 0.08% +41 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,856 shares; 2024Q4: 48,614 shares; 2025Q1: 46,494 shares; 2025Q2: 44,956 shares 44,956 $2.86M 0.08% -1,538 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,666 shares; 2024Q4: 10,714 shares; 2025Q1: 8,087 shares; 2025Q2: 7,921 shares 7,921 $2.83M 0.08% -166 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,873 shares; 2024Q4: 69,463 shares; 2025Q1: 43,040 shares; 2025Q2: 34,042 shares 34,042 $2.82M 0.08% -8,998 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,779 shares; 2025Q1: 24,679 shares; 2025Q2: 24,933 shares 24,933 $2.77M 0.08% +254 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,002 shares; 2024Q4: 27,351 shares; 2025Q1: 26,581 shares; 2025Q2: 26,501 shares 26,501 $2.77M 0.08% -80 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,766 shares; 2024Q4: 79,003 shares; 2025Q1: 80,244 shares; 2025Q2: 56,097 shares 56,097 $2.75M 0.08% -24,147 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,611 shares; 2024Q4: 15,320 shares; 2025Q1: 19,646 shares; 2025Q2: 18,058 shares 18,058 $2.75M 0.08% -1,588 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,619 shares; 2024Q4: 13,981 shares; 2025Q1: 13,696 shares; 2025Q2: 13,240 shares 13,240 $2.75M 0.08% -456 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,797 shares; 2024Q4: 26,700 shares; 2025Q1: 43,253 shares; 2025Q2: 36,999 shares 36,999 $2.74M 0.08% -6,254 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,113 shares; 2024Q4: 31,496 shares; 2025Q1: 31,496 shares; 2025Q2: 32,067 shares 32,067 $2.74M 0.08% +571 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,239 shares; 2024Q4: 42,574 shares; 2025Q1: 35,779 shares; 2025Q2: 22,904 shares 22,904 $2.73M 0.07% -12,875 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,563 shares; 2024Q4: 32,521 shares; 2025Q1: 35,709 shares; 2025Q2: 35,528 shares 35,528 $2.69M 0.07% -181 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,402 shares; 2025Q1: 53,449 shares; 2025Q2: 64,365 shares 64,365 $2.68M 0.07% +10,916 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,839 shares; 2024Q4: 93,623 shares; 2025Q1: 96,361 shares; 2025Q2: 118,378 shares 118,378 $2.65M 0.07% +22,017 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,025 shares; 2024Q4: 17,492 shares; 2025Q1: 14,514 shares; 2025Q2: 14,518 shares 14,518 $2.64M 0.07% +4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 8,431 shares; 2025Q1: 8,464 shares; 2025Q2: 8,983 shares 8,983 $2.62M 0.07% +519 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 7,340 shares; 2025Q1: 8,030 shares; 2025Q2: 7,464 shares 7,464 $2.62M 0.07% -566 Timeline SQQQ ProShares UltraPro Short QQQ More: the full row for ProShares UltraPro Short QQQ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,500 shares 132,500 $2.59M 0.07% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,597 shares; 2024Q4: 99,364 shares; 2025Q1: 102,136 shares; 2025Q2: 111,796 shares 111,796 $2.55M 0.07% +9,660 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,057 shares; 2024Q4: 10,794 shares; 2025Q1: 10,753 shares; 2025Q2: 11,254 shares 11,254 $2.55M 0.07% +501 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 10,291 shares; 2025Q1: 10,150 shares; 2025Q2: 10,218 shares 10,218 $2.53M 0.07% +68 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,447 shares; 2024Q4: 37,796 shares; 2025Q1: 34,033 shares; 2025Q2: 27,619 shares 27,619 $2.52M 0.07% -6,414 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,435 shares; 2024Q4: 95,450 shares; 2025Q1: 98,600 shares; 2025Q2: 105,149 shares 105,149 $2.5M 0.07% +6,549 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,836 shares; 2024Q4: 19,261 shares; 2025Q1: 18,803 shares; 2025Q2: 18,492 shares 18,492 $2.5M 0.07% -311 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 1,979 shares; 2025Q1: 2,181 shares; 2025Q2: 3,260 shares 3,260 $2.46M 0.07% +1,079 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,369 shares; 2024Q4: 115,868 shares; 2025Q1: 113,365 shares; 2025Q2: 110,005 shares 110,005 $2.45M 0.07% -3,360 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 7,450 shares; 2025Q1: 8,361 shares; 2025Q2: 8,594 shares 8,594 $2.45M 0.07% +233 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 7,236 shares; 2025Q1: 19,824 shares; 2025Q2: 19,890 shares 19,890 $2.44M 0.07% +66 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,088 shares; 2024Q4: 30,958 shares; 2025Q1: 30,115 shares; 2025Q2: 29,391 shares 29,391 $2.44M 0.07% -724 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,029 shares; 2025Q2: 40,586 shares 40,586 $2.42M 0.07% +36,557 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,493 shares; 2024Q4: 65,864 shares; 2025Q1: 54,451 shares; 2025Q2: 72,034 shares 72,034 $2.42M 0.07% +17,583 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,818 shares; 2024Q4: 438,542 shares; 2025Q1: 612,222 shares; 2025Q2: 143,093 shares 143,093 $2.39M 0.07% -469,129 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,574 shares; 2024Q4: 35,806 shares; 2025Q1: 34,493 shares; 2025Q2: 32,775 shares 32,775 $2.38M 0.07% -1,718 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,314 shares; 2024Q4: 52,874 shares; 2025Q1: 57,469 shares; 2025Q2: 81,298 shares 81,298 $2.38M 0.07% +23,829 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,399 shares; 2024Q4: 146,504 shares; 2025Q1: 238,456 shares; 2025Q2: 219,180 shares 219,180 $2.38M 0.07% -19,276 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,826 shares; 2024Q4: 52,381 shares; 2025Q1: 47,331 shares; 2025Q2: 39,578 shares 39,578 $2.38M 0.07% -7,753 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,638 shares; 2024Q4: 10,989 shares; 2025Q1: 10,164 shares; 2025Q2: 10,321 shares 10,321 $2.37M 0.07% +157 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,233 shares; 2024Q4: 10,234 shares; 2025Q1: 9,863 shares; 2025Q2: 10,686 shares 10,686 $2.37M 0.07% +823 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,294 shares; 2024Q4: 42,664 shares; 2025Q1: 47,543 shares; 2025Q2: 48,119 shares 48,119 $2.37M 0.07% +576 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,601 shares; 2024Q4: 125,033 shares; 2025Q1: 124,512 shares; 2025Q2: 98,968 shares 98,968 $2.36M 0.06% -25,544 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,322 shares; 2024Q4: 36,226 shares; 2025Q1: 35,397 shares; 2025Q2: 31,880 shares 31,880 $2.35M 0.06% -3,517 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,039 shares; 2024Q4: 25,495 shares; 2025Q1: 26,168 shares; 2025Q2: 25,394 shares 25,394 $2.33M 0.06% -774 Timeline PLTD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248,200 shares 248,200 $2.32M 0.06% new Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 23,388 shares; 2025Q1: 23,461 shares; 2025Q2: 23,833 shares 23,833 $2.32M 0.06% +372 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,660 shares; 2024Q4: 88,288 shares; 2025Q1: 86,934 shares; 2025Q2: 83,720 shares 83,720 $2.32M 0.06% -3,214 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,777 shares; 2024Q4: 26,004 shares; 2025Q1: 32,268 shares; 2025Q2: 47,172 shares 47,172 $2.32M 0.06% +14,904 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,809 shares; 2024Q4: 79,154 shares; 2025Q1: 78,057 shares; 2025Q2: 78,876 shares 78,876 $2.31M 0.06% +819 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,480 shares; 2024Q4: 55,460 shares; 2025Q1: 49,732 shares; 2025Q2: 34,096 shares 34,096 $2.29M 0.06% -15,636 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,133 shares; 2025Q1: 2,118 shares; 2025Q2: 2,185 shares 2,185 $2.29M 0.06% +67 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,254 shares; 2024Q4: 21,996 shares; 2025Q1: 21,678 shares; 2025Q2: 21,290 shares 21,290 $2.22M 0.06% -388 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,384 shares; 2024Q4: 45,216 shares; 2025Q1: 44,735 shares; 2025Q2: 42,613 shares 42,613 $2.22M 0.06% -2,122 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,364 shares; 2024Q4: 18,153 shares; 2025Q1: 18,251 shares; 2025Q2: 17,958 shares 17,958 $2.21M 0.06% -293 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,461 shares; 2024Q4: 14,778 shares; 2025Q1: 15,626 shares; 2025Q2: 15,515 shares 15,515 $2.21M 0.06% -111 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,699 shares; 2025Q1: 96,739 shares; 2025Q2: 88,273 shares 88,273 $2.2M 0.06% -8,466 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 4,426 shares; 2025Q1: 2,529 shares; 2025Q2: 2,642 shares 2,642 $2.19M 0.06% +113 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 5,274 shares; 2025Q1: 12,601 shares; 2025Q2: 12,509 shares 12,509 $2.18M 0.06% -92 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 8,785 shares; 2025Q1: 7,594 shares; 2025Q2: 9,729 shares 9,729 $2.18M 0.06% +2,135 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,025 shares; 2024Q4: 25,168 shares; 2025Q1: 26,047 shares; 2025Q2: 25,790 shares 25,790 $2.17M 0.06% -257 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,841 shares; 2024Q4: 105,135 shares; 2025Q1: 102,024 shares; 2025Q2: 85,051 shares 85,051 $2.15M 0.06% -16,973 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,335 shares; 2024Q4: 60,493 shares; 2025Q1: 61,945 shares; 2025Q2: 68,710 shares 68,710 $2.13M 0.06% +6,765 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,057 shares; 2024Q4: 37,026 shares; 2025Q1: 36,629 shares; 2025Q2: 39,751 shares 39,751 $2.12M 0.06% +3,122 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 47,686 shares; 2025Q1: 101,204 shares; 2025Q2: 84,467 shares 84,467 $2.09M 0.06% -16,737 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,711 shares; 2024Q4: 8,301 shares; 2025Q1: 8,009 shares; 2025Q2: 7,766 shares 7,766 $2.09M 0.06% -243 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 5,815 shares; 2025Q1: 8,598 shares; 2025Q2: 7,510 shares 7,510 $2.08M 0.06% -1,088 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 15,095 shares; 2025Q1: 15,422 shares; 2025Q2: 15,558 shares 15,558 $2.07M 0.06% +136 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,636 shares; 2024Q4: 24,659 shares; 2025Q1: 23,960 shares; 2025Q2: 23,117 shares 23,117 $2.05M 0.06% -843 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,789 shares; 2024Q4: 391,935 shares; 2025Q1: 244,665 shares; 2025Q2: 209,525 shares 209,525 $2.05M 0.06% -35,140 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,718 shares; 2024Q4: 50,902 shares; 2025Q1: 51,287 shares; 2025Q2: 22,675 shares 22,675 $2.04M 0.06% -28,612 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,661 shares; 2024Q4: 8,736 shares; 2025Q1: 8,851 shares; 2025Q2: 8,928 shares 8,928 $2.04M 0.06% +77 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,050 shares; 2024Q4: 94,968 shares; 2025Q1: 144,392 shares; 2025Q2: 148,576 shares 148,576 $2.04M 0.06% +4,184 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 3,511 shares; 2025Q1: 3,284 shares; 2025Q2: 4,978 shares 4,978 $2.02M 0.06% +1,694 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,292 shares; 2024Q4: 19,256 shares; 2025Q1: 17,601 shares; 2025Q2: 17,056 shares 17,056 $2.01M 0.06% -545 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 15,043 shares; 2025Q1: 16,535 shares; 2025Q2: 16,354 shares 16,354 $1.95M 0.05% -181 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,848 shares; 2024Q4: 18,478 shares; 2025Q1: 18,467 shares; 2025Q2: 18,363 shares 18,363 $1.94M 0.05% -104 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,619 shares; 2024Q4: 7,288 shares; 2025Q1: 7,237 shares; 2025Q2: 7,530 shares 7,530 $1.93M 0.05% +293 Timeline AZ A2Z CUST2MATE SOLUTIONS CORP More: the full row for A2Z CUST2MATE SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174,613 shares; 2025Q1: 183,433 shares; 2025Q2: 181,933 shares 181,933 $1.92M 0.05% -1,500 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 5,652 shares; 2025Q1: 5,679 shares; 2025Q2: 5,579 shares 5,579 $1.92M 0.05% -100 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,473 shares; 2024Q4: 9,579 shares; 2025Q1: 9,515 shares; 2025Q2: 9,853 shares 9,853 $1.91M 0.05% +338 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,392 shares; 2024Q4: 11,053 shares; 2025Q1: 11,129 shares; 2025Q2: 37,417 shares 37,417 $1.91M 0.05% +26,288 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,497 shares; 2024Q4: 5,237 shares; 2025Q1: 5,600 shares; 2025Q2: 5,717 shares 5,717 $1.88M 0.05% +117 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 2,770 shares; 2025Q1: 3,228 shares; 2025Q2: 3,543 shares 3,543 $1.87M 0.05% +315 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 9,560 shares; 2025Q1: 9,984 shares; 2025Q2: 10,228 shares 10,228 $1.87M 0.05% +244 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 5,113 shares; 2025Q2: 18,608 shares 18,608 $1.87M 0.05% +13,495 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,505 shares; 2024Q4: 25,541 shares; 2025Q1: 27,039 shares; 2025Q2: 28,537 shares 28,537 $1.87M 0.05% +1,498 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,517 shares; 2024Q4: 29,348 shares; 2025Q1: 35,011 shares; 2025Q2: 75,319 shares 75,319 $1.86M 0.05% +40,308 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,563 shares; 2024Q4: 41,653 shares; 2025Q1: 33,359 shares; 2025Q2: 32,691 shares 32,691 $1.86M 0.05% -668 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 11,119 shares; 2025Q1: 11,409 shares; 2025Q2: 14,034 shares 14,034 $1.86M 0.05% +2,625 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,128 shares; 2024Q4: 47,887 shares; 2025Q1: 44,765 shares; 2025Q2: 42,937 shares 42,937 $1.85M 0.05% -1,828 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,308 shares; 2024Q4: 51,939 shares; 2025Q1: 50,464 shares; 2025Q2: 49,525 shares 49,525 $1.84M 0.05% -939 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,883 shares; 2024Q4: 9,041 shares; 2025Q1: 11,202 shares; 2025Q2: 7,414 shares 7,414 $1.83M 0.05% -3,788 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,339 shares; 2024Q4: 19,894 shares; 2025Q1: 18,628 shares; 2025Q2: 16,798 shares 16,798 $1.82M 0.05% -1,830 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,145 shares; 2024Q4: 20,771 shares; 2025Q1: 20,589 shares; 2025Q2: 20,858 shares 20,858 $1.82M 0.05% +269 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 3,639 shares; 2025Q1: 3,674 shares; 2025Q2: 20,133 shares 20,133 $1.81M 0.05% +16,459 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,327 shares; 2024Q4: 6,531 shares; 2025Q1: 6,419 shares; 2025Q2: 5,867 shares 5,867 $1.81M 0.05% -552 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 7,754 shares; 2025Q1: 7,828 shares; 2025Q2: 36,068 shares 36,068 $1.79M 0.05% +28,240 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,627 shares; 2024Q4: 34,005 shares; 2025Q1: 43,589 shares; 2025Q2: 38,251 shares 38,251 $1.77M 0.05% -5,338 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 4,729 shares; 2025Q1: 4,658 shares; 2025Q2: 4,519 shares 4,519 $1.75M 0.05% -139 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,422 shares; 2024Q4: 116,657 shares; 2025Q1: 78,252 shares; 2025Q2: 57,784 shares 57,784 $1.74M 0.05% -20,468 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,649 shares; 2024Q4: 116,861 shares; 2025Q1: 93,852 shares; 2025Q2: 69,554 shares 69,554 $1.74M 0.05% -24,298 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,101 shares; 2024Q4: 10,421 shares; 2025Q1: 17,089 shares; 2025Q2: 16,951 shares 16,951 $1.74M 0.05% -138 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 40,506 shares; 2025Q1: 26,268 shares; 2025Q2: 20,198 shares 20,198 $1.74M 0.05% -6,070 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,579 shares; 2024Q4: 6,687 shares; 2025Q1: 6,553 shares; 2025Q2: 6,477 shares 6,477 $1.73M 0.05% -76 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,016 shares; 2024Q4: 63,260 shares; 2025Q1: 68,495 shares; 2025Q2: 67,837 shares 67,837 $1.72M 0.05% -658 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,868 shares; 2024Q4: 35,877 shares; 2025Q1: 34,206 shares; 2025Q2: 33,992 shares 33,992 $1.72M 0.05% -214 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,172 shares; 2024Q4: 35,883 shares; 2025Q1: 31,379 shares; 2025Q2: 29,631 shares 29,631 $1.71M 0.05% -1,748 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,168 shares; 2024Q4: 13,730 shares; 2025Q1: 12,611 shares; 2025Q2: 12,813 shares 12,813 $1.7M 0.05% +202 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,396 shares; 2024Q4: 27,059 shares; 2025Q1: 26,976 shares; 2025Q2: 27,555 shares 27,555 $1.69M 0.05% +579 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,324 shares; 2024Q4: 199,537 shares; 2025Q1: 192,789 shares; 2025Q2: 186,704 shares 186,704 $1.69M 0.05% -6,085 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,069 shares; 2024Q4: 21,241 shares; 2025Q1: 18,178 shares; 2025Q2: 18,721 shares 18,721 $1.68M 0.05% +543 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,820 shares; 2024Q4: 20,247 shares; 2025Q1: 22,246 shares; 2025Q2: 25,343 shares 25,343 $1.68M 0.05% +3,097 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,408 shares; 2024Q4: 20,416 shares; 2025Q1: 25,725 shares; 2025Q2: 30,627 shares 30,627 $1.67M 0.05% +4,902 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,276 shares; 2024Q4: 10,124 shares; 2025Q1: 15,922 shares; 2025Q2: 18,393 shares 18,393 $1.65M 0.05% +2,471 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 13,363 shares; 2025Q1: 13,549 shares; 2025Q2: 12,739 shares 12,739 $1.64M 0.05% -810 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,278 shares; 2024Q4: 44,188 shares; 2025Q1: 65,300 shares; 2025Q2: 68,781 shares 68,781 $1.64M 0.05% +3,481 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,481 shares; 2024Q4: 64,876 shares; 2025Q1: 62,088 shares; 2025Q2: 61,234 shares 61,234 $1.63M 0.04% -854 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,494 shares; 2024Q4: 13,828 shares; 2025Q1: 10,020 shares; 2025Q2: 16,344 shares 16,344 $1.63M 0.04% +6,324 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 5,957 shares; 2025Q1: 6,020 shares; 2025Q2: 5,859 shares 5,859 $1.61M 0.04% -161 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,900 shares; 2024Q4: 23,941 shares; 2025Q1: 23,080 shares; 2025Q2: 26,968 shares 26,968 $1.61M 0.04% +3,888 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,156 shares; 2024Q4: 17,893 shares; 2025Q1: 16,979 shares; 2025Q2: 17,064 shares 17,064 $1.6M 0.04% +85 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,537 shares; 2024Q4: 39,258 shares; 2025Q1: 43,180 shares; 2025Q2: 31,565 shares 31,565 $1.59M 0.04% -11,615 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,500 shares; 2025Q1: 5,756 shares; 2025Q2: 4,768 shares 4,768 $1.58M 0.04% -988 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,825 shares; 2024Q4: 48,230 shares; 2025Q1: 50,001 shares; 2025Q2: 50,001 shares 50,001 $1.58M 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,399 shares; 2024Q4: 43,854 shares; 2025Q1: 43,859 shares; 2025Q2: 43,865 shares 43,865 $1.57M 0.04% +6 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,227 shares; 2024Q4: 63,349 shares; 2025Q1: 62,844 shares; 2025Q2: 36,965 shares 36,965 $1.57M 0.04% -25,879 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,429 shares; 2025Q1: 3,377 shares; 2025Q2: 3,327 shares 3,327 $1.56M 0.04% -50 Timeline FFTY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,688 shares; 2024Q4: 44,204 shares; 2025Q1: 54,962 shares; 2025Q2: 47,988 shares 47,988 $1.56M 0.04% -6,974 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,361 shares; 2024Q4: 24,026 shares; 2025Q1: 23,569 shares; 2025Q2: 23,054 shares 23,054 $1.55M 0.04% -515 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,034 shares; 2024Q4: 40,169 shares; 2025Q1: 40,497 shares; 2025Q2: 43,407 shares 43,407 $1.55M 0.04% +2,910 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,116 shares; 2024Q4: 81,916 shares; 2025Q1: 81,916 shares; 2025Q2: 82,256 shares 82,256 $1.55M 0.04% +340 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,236 shares; 2024Q4: 25,141 shares; 2025Q1: 24,963 shares; 2025Q2: 25,168 shares 25,168 $1.54M 0.04% +205 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,067 shares; 2025Q1: 2,422 shares; 2025Q2: 2,827 shares 2,827 $1.54M 0.04% +405 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,342 shares; 2024Q4: 22,077 shares; 2025Q1: 29,771 shares; 2025Q2: 32,251 shares 32,251 $1.53M 0.04% +2,480 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,569 shares; 2024Q4: 13,069 shares; 2025Q1: 13,069 shares; 2025Q2: 12,948 shares 12,948 $1.52M 0.04% -121 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 4,795 shares; 2025Q1: 5,069 shares; 2025Q2: 5,324 shares 5,324 $1.51M 0.04% +255 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,572 shares; 2024Q4: 37,706 shares; 2025Q1: 48,074 shares; 2025Q2: 51,221 shares 51,221 $1.51M 0.04% +3,147 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,483 shares; 2024Q4: 16,255 shares; 2025Q1: 17,401 shares; 2025Q2: 18,766 shares 18,766 $1.5M 0.04% +1,365 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,680 shares; 2024Q4: 9,090 shares; 2025Q1: 9,100 shares; 2025Q2: 9,021 shares 9,021 $1.5M 0.04% -79 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,835 shares; 2024Q4: 17,805 shares; 2025Q1: 19,836 shares; 2025Q2: 19,911 shares 19,911 $1.48M 0.04% +75 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,875 shares; 2024Q4: 67,362 shares; 2025Q1: 69,669 shares; 2025Q2: 80,797 shares 80,797 $1.48M 0.04% +11,128 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,362 shares; 2025Q1: 8,609 shares; 2025Q2: 12,736 shares 12,736 $1.47M 0.04% +4,127 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,300 shares; 2024Q4: 49,408 shares; 2025Q1: 50,050 shares; 2025Q2: 44,580 shares 44,580 $1.45M 0.04% -5,470 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,459 shares; 2024Q4: 19,301 shares; 2025Q1: 18,895 shares; 2025Q2: 15,850 shares 15,850 $1.45M 0.04% -3,045 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,998 shares; 2024Q4: 27,748 shares; 2025Q1: 24,388 shares; 2025Q2: 23,175 shares 23,175 $1.45M 0.04% -1,213 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,108 shares; 2024Q4: 24,158 shares; 2025Q1: 21,101 shares; 2025Q2: 18,194 shares 18,194 $1.45M 0.04% -2,907 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,758 shares; 2024Q4: 5,228 shares; 2025Q1: 7,968 shares; 2025Q2: 8,270 shares 8,270 $1.44M 0.04% +302 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 13,176 shares; 2025Q1: 13,102 shares; 2025Q2: 12,293 shares 12,293 $1.44M 0.04% -809 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,698 shares; 2024Q4: 67,013 shares; 2025Q1: 71,318 shares; 2025Q2: 73,460 shares 73,460 $1.44M 0.04% +2,142 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,282 shares; 2024Q4: 67,301 shares; 2025Q1: 71,699 shares; 2025Q2: 73,781 shares 73,781 $1.44M 0.04% +2,082 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,867 shares; 2024Q4: 9,751 shares; 2025Q1: 10,632 shares; 2025Q2: 11,594 shares 11,594 $1.43M 0.04% +962 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,777 shares; 2024Q4: 13,935 shares; 2025Q1: 13,825 shares; 2025Q2: 11,956 shares 11,956 $1.43M 0.04% -1,869 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 12,097 shares; 2025Q1: 12,929 shares; 2025Q2: 20,969 shares 20,969 $1.43M 0.04% +8,040 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,168 shares; 2024Q4: 9,662 shares; 2025Q1: 10,102 shares; 2025Q2: 9,504 shares 9,504 $1.42M 0.04% -598 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,615 shares; 2024Q4: 10,978 shares; 2025Q1: 13,240 shares; 2025Q2: 13,481 shares 13,481 $1.42M 0.04% +241 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,651 shares; 2024Q4: 20,572 shares; 2025Q1: 19,859 shares; 2025Q2: 20,511 shares 20,511 $1.42M 0.04% +652 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 40,276 shares; 2025Q1: 20,316 shares; 2025Q2: 20,528 shares 20,528 $1.41M 0.04% +212 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 9,646 shares; 2025Q1: 9,759 shares; 2025Q2: 9,742 shares 9,742 $1.41M 0.04% -17 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,442 shares; 2024Q4: 6,385 shares; 2025Q1: 6,461 shares; 2025Q2: 6,376 shares 6,376 $1.41M 0.04% -85 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,458 shares; 2024Q4: 26,939 shares; 2025Q1: 35,783 shares; 2025Q2: 41,030 shares 41,030 $1.41M 0.04% +5,247 Timeline PGJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,979 shares; 2024Q4: 52,620 shares; 2025Q1: 48,384 shares; 2025Q2: 49,612 shares 49,612 $1.41M 0.04% +1,228 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,921 shares; 2024Q4: 60,357 shares; 2025Q1: 63,184 shares; 2025Q2: 69,581 shares 69,581 $1.41M 0.04% +6,397 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,578 shares; 2024Q4: 7,555 shares; 2025Q1: 9,319 shares; 2025Q2: 9,315 shares 9,315 $1.41M 0.04% -4 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,020 shares; 2024Q4: 64,892 shares; 2025Q1: 58,201 shares; 2025Q2: 56,984 shares 56,984 $1.4M 0.04% -1,217 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,705 shares; 2024Q4: 23,433 shares; 2025Q1: 24,724 shares; 2025Q2: 33,512 shares 33,512 $1.39M 0.04% +8,788 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,197 shares; 2025Q2: 29,197 shares 29,197 $1.39M 0.04% -8,000 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,720 shares 31,720 $1.39M 0.04% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,729 shares; 2024Q4: 32,231 shares; 2025Q1: 30,731 shares; 2025Q2: 30,635 shares 30,635 $1.39M 0.04% -96 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,696 shares; 2024Q4: 36,009 shares; 2025Q1: 33,062 shares; 2025Q2: 34,596 shares 34,596 $1.38M 0.04% +1,534 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,475 shares; 2024Q4: 115,025 shares; 2025Q1: 119,525 shares; 2025Q2: 112,700 shares 112,700 $1.38M 0.04% -6,825 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,750 shares; 2024Q4: 13,146 shares; 2025Q1: 13,332 shares; 2025Q2: 13,293 shares 13,293 $1.38M 0.04% -39 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,398 shares 41,398 $1.38M 0.04% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 15,267 shares; 2025Q1: 14,753 shares; 2025Q2: 13,957 shares 13,957 $1.38M 0.04% -796 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 4,023 shares; 2025Q1: 4,557 shares; 2025Q2: 4,743 shares 4,743 $1.37M 0.04% +186 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,563 shares; 2025Q1: 2,598 shares; 2025Q2: 2,747 shares 2,747 $1.37M 0.04% +149 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 3,614 shares; 2025Q1: 3,708 shares; 2025Q2: 4,178 shares 4,178 $1.37M 0.04% +470 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,394 shares; 2024Q4: 18,835 shares; 2025Q1: 16,656 shares; 2025Q2: 16,575 shares 16,575 $1.35M 0.04% -81 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 4,188 shares; 2025Q1: 4,141 shares; 2025Q2: 5,011 shares 5,011 $1.35M 0.04% +870 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,481 shares; 2024Q4: 31,120 shares; 2025Q1: 28,118 shares; 2025Q2: 29,795 shares 29,795 $1.34M 0.04% +1,677 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,818 shares; 2025Q1: 1,835 shares; 2025Q2: 1,916 shares 1,916 $1.34M 0.04% +81 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,655 shares; 2024Q4: 20,131 shares; 2025Q1: 19,927 shares; 2025Q2: 19,966 shares 19,966 $1.34M 0.04% +39 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,146 shares; 2024Q4: 11,728 shares; 2025Q1: 12,118 shares; 2025Q2: 12,058 shares 12,058 $1.34M 0.04% -60 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,465 shares; 2024Q4: 54,430 shares; 2025Q1: 84,101 shares; 2025Q2: 34,293 shares 34,293 $1.33M 0.04% -49,808 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,982 shares 25,982 $1.3M 0.04% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,686 shares; 2025Q1: 1,646 shares; 2025Q2: 1,645 shares 1,645 $1.3M 0.04% -1 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 5,709 shares; 2025Q1: 5,644 shares; 2025Q2: 5,744 shares 5,744 $1.29M 0.04% +100 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,890 shares; 2024Q4: 10,923 shares; 2025Q1: 16,230 shares; 2025Q2: 16,691 shares 16,691 $1.29M 0.04% +461 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 13,251 shares; 2025Q1: 14,109 shares; 2025Q2: 14,102 shares 14,102 $1.28M 0.04% -7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,601 shares; 2024Q4: 88,328 shares; 2025Q1: 22,758 shares; 2025Q2: 25,672 shares 25,672 $1.28M 0.04% +2,914 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,582 shares; 2024Q4: 38,179 shares; 2025Q1: 52,757 shares; 2025Q2: 52,943 shares 52,943 $1.28M 0.04% +186 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,780 shares; 2025Q1: 12,240 shares; 2025Q2: 12,160 shares 12,160 $1.27M 0.04% -80 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 5,348 shares; 2025Q1: 5,069 shares; 2025Q2: 4,918 shares 4,918 $1.26M 0.03% -151 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,061 shares; 2025Q1: 3,578 shares; 2025Q2: 3,356 shares 3,356 $1.26M 0.03% -222 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,117 shares; 2024Q4: 50,104 shares; 2025Q1: 50,128 shares; 2025Q2: 49,858 shares 49,858 $1.25M 0.03% -270 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 2,861 shares; 2025Q1: 3,397 shares; 2025Q2: 4,647 shares 4,647 $1.24M 0.03% +1,250 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,758 shares; 2024Q4: 45,692 shares; 2025Q1: 45,851 shares; 2025Q2: 46,100 shares 46,100 $1.23M 0.03% +249 CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,377 shares; 2024Q4: 14,541 shares; 2025Q1: 14,552 shares; 2025Q2: 13,561 shares 13,561 $1.23M 0.03% -991 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 14,608 shares; 2025Q1: 14,484 shares; 2025Q2: 13,545 shares 13,545 $1.23M 0.03% -939 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,885 shares; 2024Q4: 270,160 shares; 2025Q1: 262,805 shares; 2025Q2: 263,805 shares 263,805 $1.23M 0.03% +1,000 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,223 shares; 2024Q4: 26,983 shares; 2025Q1: 24,728 shares; 2025Q2: 25,563 shares 25,563 $1.23M 0.03% +835 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 12,110 shares; 2025Q1: 12,400 shares; 2025Q2: 12,185 shares 12,185 $1.23M 0.03% -215 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,922 shares; 2024Q4: 19,173 shares; 2025Q1: 25,911 shares; 2025Q2: 22,241 shares 22,241 $1.21M 0.03% -3,670 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,657 shares; 2024Q4: 53,239 shares; 2025Q1: 60,571 shares; 2025Q2: 61,866 shares 61,866 $1.21M 0.03% +1,295 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,506 shares; 2024Q4: 51,232 shares; 2025Q1: 48,541 shares; 2025Q2: 23,238 shares 23,238 $1.21M 0.03% -25,303 Timeline LRGE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,303 shares; 2024Q4: 15,578 shares; 2025Q1: 15,259 shares; 2025Q2: 15,223 shares 15,223 $1.21M 0.03% -36 Timeline TUA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,893 shares; 2025Q2: 54,788 shares 54,788 $1.21M 0.03% +1,895 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,973 shares; 2024Q4: 16,900 shares; 2025Q1: 17,684 shares; 2025Q2: 16,989 shares 16,989 $1.2M 0.03% -695 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: 8,258 shares; 2025Q1: 8,539 shares; 2025Q2: 8,223 shares 8,223 $1.2M 0.03% -316 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,416 shares; 2024Q4: 131,182 shares; 2025Q1: 29,110 shares; 2025Q2: 27,149 shares 27,149 $1.19M 0.03% -1,961 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,827 shares; 2024Q4: 25,951 shares; 2025Q1: 33,932 shares; 2025Q2: 27,767 shares 27,767 $1.17M 0.03% -6,165 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,558 shares; 2025Q1: 28,751 shares; 2025Q2: 28,298 shares 28,298 $1.17M 0.03% -453 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 5,363 shares; 2025Q1: 5,106 shares; 2025Q2: 4,761 shares 4,761 $1.16M 0.03% -345 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,816 shares; 2025Q1: 9,819 shares; 2025Q2: 10,021 shares 10,021 $1.16M 0.03% +202 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,166 shares; 2024Q4: 19,680 shares; 2025Q1: 18,464 shares; 2025Q2: 20,070 shares 20,070 $1.15M 0.03% +1,606 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,783 shares; 2025Q1: 25,614 shares; 2025Q2: 21,634 shares 21,634 $1.15M 0.03% -3,980 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 11,176 shares; 2025Q1: 13,280 shares; 2025Q2: 14,697 shares 14,697 $1.14M 0.03% +1,417 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,686 shares; 2025Q1: 3,238 shares; 2025Q2: 3,240 shares 3,240 $1.14M 0.03% +2 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,909 shares; 2024Q4: 129,009 shares; 2025Q1: 129,182 shares; 2025Q2: 127,615 shares 127,615 $1.13M 0.03% -1,567 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,446 shares; 2024Q4: 9,076 shares; 2025Q1: 8,483 shares; 2025Q2: 8,523 shares 8,523 $1.13M 0.03% +40 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,348 shares 10,348 $1.13M 0.03% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,965 shares; 2024Q4: 22,483 shares; 2025Q1: 22,300 shares; 2025Q2: 22,477 shares 22,477 $1.13M 0.03% +177 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,583 shares; 2024Q4: 24,945 shares; 2025Q1: 26,005 shares; 2025Q2: 25,943 shares 25,943 $1.12M 0.03% -62 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 9,602 shares; 2025Q1: 9,687 shares; 2025Q2: 10,767 shares 10,767 $1.12M 0.03% +1,080 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,671 shares; 2024Q4: 19,590 shares; 2025Q1: 19,944 shares; 2025Q2: 19,859 shares 19,859 $1.12M 0.03% -85 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,203 shares; 2024Q4: 26,864 shares; 2025Q1: 29,573 shares; 2025Q2: 23,995 shares 23,995 $1.11M 0.03% -5,578 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,317 shares; 2024Q4: 15,068 shares; 2025Q1: 14,278 shares; 2025Q2: 15,256 shares 15,256 $1.11M 0.03% +978 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,706 shares; 2024Q4: 51,993 shares; 2025Q1: 51,760 shares; 2025Q2: 51,797 shares 51,797 $1.11M 0.03% +37 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 5,866 shares; 2025Q1: 6,222 shares; 2025Q2: 5,842 shares 5,842 $1.1M 0.03% -380 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,310 shares; 2024Q4: 13,255 shares; 2025Q1: 13,519 shares; 2025Q2: 15,759 shares 15,759 $1.1M 0.03% +2,240 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 11,132 shares; 2025Q1: 10,162 shares; 2025Q2: 10,896 shares 10,896 $1.1M 0.03% +734 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,194 shares; 2024Q4: 11,412 shares; 2025Q1: 11,067 shares; 2025Q2: 13,643 shares 13,643 $1.09M 0.03% +2,576 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 1,360 shares; 2025Q1: 1,160 shares; 2025Q2: 1,218 shares 1,218 $1.09M 0.03% +58 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,636 shares; 2024Q4: 8,360 shares; 2025Q1: 8,209 shares; 2025Q2: 8,206 shares 8,206 $1.09M 0.03% -3 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,614 shares 12,614 $1.09M 0.03% new Timeline CHIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,145 shares; 2024Q4: 36,267 shares; 2025Q1: 50,267 shares; 2025Q2: 51,317 shares 51,317 $1.08M 0.03% +1,050 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 8,708 shares; 2025Q1: 10,142 shares; 2025Q2: 10,250 shares 10,250 $1.08M 0.03% +108 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,603 shares; 2025Q1: 41,766 shares; 2025Q2: 42,008 shares 42,008 $1.08M 0.03% +242 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,508 shares; 2024Q4: 29,704 shares; 2025Q1: 30,778 shares; 2025Q2: 32,356 shares 32,356 $1.07M 0.03% +1,578 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,055 shares; 2024Q4: 11,767 shares; 2025Q1: 8,683 shares; 2025Q2: 7,744 shares 7,744 $1.07M 0.03% -939 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 10,398 shares; 2025Q1: 13,348 shares; 2025Q2: 21,160 shares 21,160 $1.06M 0.03% +7,812 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,170 shares; 2024Q4: 48,974 shares; 2025Q1: 45,703 shares; 2025Q2: 41,782 shares 41,782 $1.06M 0.03% -3,921 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,427 shares; 2025Q1: 5,502 shares; 2025Q2: 8,281 shares 8,281 $1.06M 0.03% +2,779 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 7,817 shares; 2025Q1: 7,530 shares; 2025Q2: 7,631 shares 7,631 $1.06M 0.03% +101 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 4,599 shares; 2025Q1: 4,480 shares; 2025Q2: 4,433 shares 4,433 $1.06M 0.03% -47 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,097 shares; 2025Q1: 1,982 shares; 2025Q2: 1,998 shares 1,998 $1.05M 0.03% +16 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,381 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares 5,400 $1.05M 0.03% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 4,194 shares; 2025Q1: 4,439 shares; 2025Q2: 4,422 shares 4,422 $1.05M 0.03% -17 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,545 shares; 2025Q1: 2,426 shares; 2025Q2: 2,624 shares 2,624 $1.04M 0.03% +198 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,287 shares 10,287 $1.04M 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,674 shares; 2024Q4: 9,310 shares; 2025Q1: 9,839 shares; 2025Q2: 9,105 shares 9,105 $1.03M 0.03% -734 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 8,546 shares; 2025Q1: 8,748 shares; 2025Q2: 8,492 shares 8,492 $1.03M 0.03% -256 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,983 shares 36,983 $1.03M 0.03% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,610 shares; 2024Q4: 14,704 shares; 2025Q1: 14,180 shares; 2025Q2: 20,613 shares 20,613 $1.02M 0.03% +6,433 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,648 shares; 2024Q4: 52,675 shares; 2025Q1: 46,239 shares; 2025Q2: 45,743 shares 45,743 $1.02M 0.03% -496 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 4,087 shares; 2025Q1: 4,203 shares; 2025Q2: 4,276 shares 4,276 $1.02M 0.03% +73 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,730 shares; 2025Q1: 15,123 shares; 2025Q2: 15,123 shares 15,123 $1.01M 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,141 shares; 2025Q1: 1,110 shares; 2025Q2: 1,252 shares 1,252 $1M 0.03% +142 Timeline