AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,583 shares; 2024Q4: 460,566 shares; 2025Q1: 462,041 shares; 2025Q2: 460,447 shares; 2025Q3: 454,592 shares; 2025Q4: 447,970 shares 447,970 $122M 2.96% -6,622 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,609 shares; 2024Q4: 532,413 shares; 2025Q1: 547,245 shares; 2025Q2: 549,980 shares; 2025Q3: 531,239 shares; 2025Q4: 517,410 shares 517,410 $96.5M 2.35% -13,829 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905,593 shares; 2024Q4: 1,670,313 shares; 2025Q1: 2,000,086 shares; 2025Q2: 2,176,529 shares; 2025Q3: 2,031,588 shares; 2025Q4: 1,915,280 shares 1,915,280 $96.4M 2.34% -116,308 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,640 shares; 2024Q4: 30,482 shares; 2025Q1: 190,241 shares; 2025Q2: 194,873 shares; 2025Q3: 195,237 shares; 2025Q4: 195,388 shares 195,388 $87.9M 2.14% +151 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,180 shares; 2024Q4: 174,046 shares; 2025Q1: 148,699 shares; 2025Q2: 141,386 shares; 2025Q3: 140,131 shares; 2025Q4: 141,120 shares 141,120 $86.7M 2.11% +989 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918,498 shares; 2024Q4: 869,440 shares; 2025Q1: 1,189,682 shares; 2025Q2: 1,339,077 shares; 2025Q3: 1,391,783 shares; 2025Q4: 1,461,794 shares 1,461,794 $83M 2.02% +70,011 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,157 shares; 2024Q4: 63,053 shares; 2025Q1: 63,489 shares; 2025Q2: 100,901 shares; 2025Q3: 101,984 shares; 2025Q4: 102,554 shares 102,554 $70.2M 1.71% +570 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,963 shares; 2024Q4: 488,049 shares; 2025Q1: 543,666 shares; 2025Q2: 552,140 shares; 2025Q3: 559,378 shares; 2025Q4: 583,434 shares 583,434 $62.3M 1.51% +24,056 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,242 shares; 2024Q4: 120,895 shares; 2025Q1: 126,183 shares; 2025Q2: 124,335 shares; 2025Q3: 122,853 shares; 2025Q4: 122,460 shares 122,460 $59.2M 1.44% -393 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,495 shares; 2024Q4: 12,550 shares; 2025Q1: 11,958 shares; 2025Q2: 14,465 shares; 2025Q3: 25,707 shares; 2025Q4: 742,063 shares 742,063 $58.7M 1.43% +716,356 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526,832 shares; 2024Q4: 1,593,651 shares; 2025Q1: 1,640,254 shares; 2025Q2: 1,528,390 shares; 2025Q3: 1,534,032 shares; 2025Q4: 1,679,663 shares 1,679,663 $57.5M 1.4% +145,631 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,035 shares; 2024Q4: 197,075 shares; 2025Q1: 199,664 shares; 2025Q2: 209,485 shares; 2025Q3: 206,819 shares; 2025Q4: 207,952 shares 207,952 $48M 1.17% +1,133 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,946 shares; 2024Q4: 157,769 shares; 2025Q1: 162,564 shares; 2025Q2: 164,656 shares; 2025Q3: 163,943 shares; 2025Q4: 189,048 shares 189,048 $46.5M 1.13% +25,105 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,922 shares; 2024Q4: 19,173 shares; 2025Q1: 25,911 shares; 2025Q2: 22,241 shares; 2025Q3: 489,131 shares; 2025Q4: 725,137 shares 725,137 $44.1M 1.07% +236,006 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,658 shares; 2024Q4: 215,653 shares; 2025Q1: 210,425 shares; 2025Q2: 251,968 shares; 2025Q3: 212,817 shares; 2025Q4: 218,528 shares 218,528 $43.4M 1.06% +5,711 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,438 shares; 2024Q4: 638,984 shares; 2025Q1: 437,051 shares; 2025Q2: 472,038 shares; 2025Q3: 502,044 shares; 2025Q4: 495,380 shares 495,380 $43.2M 1.05% -6,664 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,421 shares; 2024Q4: 29,155 shares; 2025Q1: 64,159 shares; 2025Q2: 149,952 shares; 2025Q3: 161,419 shares; 2025Q4: 166,868 shares 166,868 $42.2M 1.03% +5,449 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,513 shares; 2024Q4: 92,480 shares; 2025Q1: 85,924 shares; 2025Q2: 83,643 shares; 2025Q3: 83,319 shares; 2025Q4: 60,475 shares 60,475 $41.2M 1% -22,844 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,452 shares; 2024Q4: 229,750 shares; 2025Q1: 269,624 shares; 2025Q2: 285,071 shares; 2025Q3: 384,842 shares; 2025Q4: 483,815 shares 483,815 $37.3M 0.91% +98,973 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,109 shares; 2024Q4: 471,303 shares; 2025Q1: 518,882 shares; 2025Q2: 540,620 shares; 2025Q3: 533,199 shares; 2025Q4: 562,084 shares 562,084 $34.4M 0.84% +28,885 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,215 shares; 2024Q4: 293,887 shares; 2025Q1: 316,340 shares; 2025Q2: 430,536 shares; 2025Q3: 452,590 shares; 2025Q4: 464,109 shares 464,109 $33.1M 0.81% +11,519 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,543 shares; 2024Q4: 122,459 shares; 2025Q1: 115,653 shares; 2025Q2: 113,322 shares; 2025Q3: 114,080 shares; 2025Q4: 228,682 shares 228,682 $32.9M 0.8% +114,602 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,177 shares; 2024Q4: 18,064 shares; 2025Q1: 30,277 shares; 2025Q2: 30,936 shares; 2025Q3: 31,686 shares; 2025Q4: 30,221 shares 30,221 $32.5M 0.79% -1,465 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,681 shares; 2024Q4: 38,493 shares; 2025Q1: 38,481 shares; 2025Q2: 40,888 shares; 2025Q3: 40,123 shares; 2025Q4: 42,562 shares 42,562 $28.1M 0.68% +2,439 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,148 shares; 2024Q4: 87,092 shares; 2025Q1: 88,024 shares; 2025Q2: 90,796 shares; 2025Q3: 87,586 shares; 2025Q4: 86,445 shares 86,445 $27.1M 0.66% -1,141 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,514 shares; 2024Q4: 282,600 shares; 2025Q1: 328,604 shares; 2025Q2: 351,144 shares; 2025Q3: 368,823 shares; 2025Q4: 370,679 shares 370,679 $26.9M 0.65% +1,856 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,287 shares; 2024Q4: 85,663 shares; 2025Q1: 84,567 shares; 2025Q2: 83,008 shares; 2025Q3: 80,284 shares; 2025Q4: 83,806 shares 83,806 $26.2M 0.64% +3,522 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842,235 shares; 2024Q4: 564,957 shares; 2025Q1: 540,868 shares; 2025Q2: 523,828 shares; 2025Q3: 517,777 shares; 2025Q4: 513,817 shares 513,817 $25M 0.61% -3,960 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,274 shares; 2024Q4: 62,926 shares; 2025Q1: 77,463 shares; 2025Q2: 78,004 shares; 2025Q3: 72,813 shares; 2025Q4: 70,915 shares 70,915 $24.5M 0.6% -1,898 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,231 shares; 2024Q4: 63,503 shares; 2025Q1: 179,931 shares; 2025Q2: 212,119 shares; 2025Q3: 218,052 shares; 2025Q4: 240,725 shares 240,725 $24.5M 0.6% +22,673 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,679 shares; 2024Q4: 119,557 shares; 2025Q1: 123,855 shares; 2025Q2: 124,250 shares; 2025Q3: 122,263 shares; 2025Q4: 144,020 shares 144,020 $22.3M 0.54% +21,757 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,596 shares; 2024Q4: 402,206 shares; 2025Q1: 450,427 shares; 2025Q2: 509,697 shares; 2025Q3: 409,624 shares; 2025Q4: 417,447 shares 417,447 $22M 0.54% +7,823 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,797 shares; 2024Q4: 57,003 shares; 2025Q1: 63,769 shares; 2025Q2: 67,751 shares; 2025Q3: 66,806 shares; 2025Q4: 67,221 shares 67,221 $21.7M 0.53% +415 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,870 shares; 2024Q4: 318,162 shares; 2025Q1: 345,610 shares; 2025Q2: 468,248 shares; 2025Q3: 466,100 shares; 2025Q4: 357,342 shares 357,342 $21.5M 0.52% -108,758 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,127 shares; 2024Q4: 41,407 shares; 2025Q1: 453,636 shares; 2025Q2: 342,235 shares; 2025Q3: 412,719 shares; 2025Q4: 421,433 shares 421,433 $21.3M 0.52% +8,714 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,116 shares; 2024Q4: 279,057 shares; 2025Q1: 311,777 shares; 2025Q2: 371,228 shares; 2025Q3: 399,046 shares; 2025Q4: 384,322 shares 384,322 $21M 0.51% -14,724 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,632 shares; 2024Q4: 25,822 shares; 2025Q1: 25,009 shares; 2025Q2: 24,412 shares; 2025Q3: 24,693 shares; 2025Q4: 31,889 shares 31,889 $20M 0.49% +7,196 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,020 shares; 2024Q4: 80,120 shares; 2025Q1: 178,163 shares; 2025Q2: 188,181 shares; 2025Q3: 177,851 shares; 2025Q4: 217,913 shares 217,913 $19.9M 0.48% +40,062 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,841 shares; 2024Q4: 56,376 shares; 2025Q1: 51,736 shares; 2025Q2: 48,242 shares; 2025Q3: 55,850 shares; 2025Q4: 50,204 shares 50,204 $19.9M 0.48% -5,646 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080,829 shares; 2024Q4: 1,211,885 shares; 2025Q1: 1,121,525 shares; 2025Q2: 1,035,906 shares; 2025Q3: 812,166 shares; 2025Q4: 764,509 shares 764,509 $19.7M 0.48% -47,657 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,423 shares; 2024Q4: 27,992 shares; 2025Q1: 29,804 shares; 2025Q2: 31,188 shares; 2025Q3: 32,446 shares; 2025Q4: 40,061 shares 40,061 $19.5M 0.48% +7,615 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,249 shares; 2024Q4: 163,056 shares; 2025Q1: 186,771 shares; 2025Q2: 187,361 shares; 2025Q3: 174,342 shares; 2025Q4: 176,023 shares 176,023 $19.4M 0.47% +1,681 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,252 shares; 2024Q4: 37,701 shares; 2025Q1: 39,701 shares; 2025Q2: 40,680 shares; 2025Q3: 38,188 shares; 2025Q4: 37,646 shares 37,646 $18.9M 0.46% -542 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,686 shares; 2024Q4: 60,136 shares; 2025Q1: 84,883 shares; 2025Q2: 56,949 shares; 2025Q3: 52,851 shares; 2025Q4: 54,388 shares 54,388 $18.2M 0.44% +1,537 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,398 shares; 2024Q4: 155,394 shares; 2025Q1: 163,055 shares; 2025Q2: 170,153 shares; 2025Q3: 161,938 shares; 2025Q4: 162,384 shares 162,384 $18.1M 0.44% +446 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,577 shares; 2024Q4: 235,786 shares; 2025Q1: 232,962 shares; 2025Q2: 236,612 shares; 2025Q3: 256,849 shares; 2025Q4: 260,075 shares 260,075 $18.1M 0.44% +3,226 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353,903 shares; 2025Q4: 538,317 shares 538,317 $17.9M 0.44% +184,414 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,916 shares; 2024Q4: 123,381 shares; 2025Q1: 103,697 shares; 2025Q2: 702,502 shares; 2025Q3: 758,215 shares; 2025Q4: 744,794 shares 744,794 $17.9M 0.44% -13,421 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,238 shares; 2024Q4: 111,217 shares; 2025Q1: 125,178 shares; 2025Q2: 117,669 shares; 2025Q3: 114,691 shares; 2025Q4: 113,533 shares 113,533 $17.6M 0.43% -1,158 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,259 shares; 2024Q4: 658,761 shares; 2025Q1: 396,929 shares; 2025Q2: 402,017 shares; 2025Q3: 401,152 shares; 2025Q4: 394,802 shares 394,802 $17.6M 0.43% -6,350 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,336 shares; 2024Q4: 27,952 shares; 2025Q1: 151,216 shares; 2025Q2: 237,699 shares; 2025Q3: 335,217 shares; 2025Q4: 652,406 shares 652,406 $17.4M 0.42% +317,189 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,178 shares; 2024Q4: 85,743 shares; 2025Q1: 86,772 shares; 2025Q2: 239,756 shares; 2025Q3: 256,871 shares; 2025Q4: 261,663 shares 261,663 $17.3M 0.42% +4,792 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 294,784 shares; 2025Q3: 402,470 shares; 2025Q4: 441,060 shares 441,060 $17M 0.41% +38,590 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,375 shares; 2025Q3: 291,470 shares; 2025Q4: 327,453 shares 327,453 $16.4M 0.4% +35,983 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,505 shares; 2024Q4: 25,541 shares; 2025Q1: 27,039 shares; 2025Q2: 28,537 shares; 2025Q3: 157,768 shares; 2025Q4: 184,819 shares 184,819 $16M 0.39% +27,051 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,190 shares; 2024Q4: 44,574 shares; 2025Q1: 51,360 shares; 2025Q2: 71,343 shares; 2025Q3: 75,448 shares; 2025Q4: 82,797 shares 82,797 $15.8M 0.38% +7,349 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,270 shares; 2024Q4: 112,837 shares; 2025Q1: 130,804 shares; 2025Q2: 148,383 shares; 2025Q3: 162,735 shares; 2025Q4: 206,441 shares 206,441 $15.5M 0.38% +43,706 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,351 shares; 2024Q4: 268,303 shares; 2025Q1: 1,191,409 shares; 2025Q2: 656,186 shares; 2025Q3: 586,165 shares; 2025Q4: 503,642 shares 503,642 $15.5M 0.38% -82,523 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,384 shares; 2024Q4: 249,561 shares; 2025Q1: 262,675 shares; 2025Q2: 248,082 shares; 2025Q3: 226,669 shares; 2025Q4: 154,386 shares 154,386 $15.2M 0.37% -72,283 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,696 shares; 2024Q4: 33,578 shares; 2025Q1: 34,045 shares; 2025Q2: 32,031 shares; 2025Q3: 32,934 shares; 2025Q4: 31,989 shares 31,989 $15.1M 0.37% -945 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,842 shares; 2024Q4: 80,113 shares; 2025Q1: 81,279 shares; 2025Q2: 131,866 shares; 2025Q3: 194,789 shares; 2025Q4: 153,328 shares 153,328 $14.7M 0.36% -41,461 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,988 shares; 2024Q4: 77,374 shares; 2025Q1: 81,788 shares; 2025Q2: 86,636 shares; 2025Q3: 89,607 shares; 2025Q4: 85,452 shares 85,452 $14.4M 0.35% -4,155 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,131 shares; 2024Q4: 326,432 shares; 2025Q1: 246,011 shares; 2025Q2: 253,816 shares; 2025Q3: 81,294 shares; 2025Q4: 287,689 shares 287,689 $14.3M 0.35% +206,395 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,708 shares; 2024Q4: 62,786 shares; 2025Q1: 62,008 shares; 2025Q2: 60,037 shares; 2025Q3: 60,756 shares; 2025Q4: 60,004 shares 60,004 $13.7M 0.33% -752 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,759 shares; 2024Q4: 54,593 shares; 2025Q1: 60,405 shares; 2025Q2: 91,484 shares; 2025Q3: 94,026 shares; 2025Q4: 115,168 shares 115,168 $13.3M 0.32% +21,142 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,672 shares; 2024Q4: 64,886 shares; 2025Q1: 69,478 shares; 2025Q2: 105,225 shares; 2025Q3: 108,930 shares; 2025Q4: 109,081 shares 109,081 $13.2M 0.32% +151 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,856 shares; 2024Q4: 169,126 shares; 2025Q1: 118,570 shares; 2025Q2: 120,254 shares; 2025Q3: 117,846 shares; 2025Q4: 131,151 shares 131,151 $13.1M 0.32% +13,305 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,164 shares; 2024Q4: 24,315 shares; 2025Q1: 23,399 shares; 2025Q2: 23,065 shares; 2025Q3: 70,394 shares; 2025Q4: 82,325 shares 82,325 $12.9M 0.31% +11,931 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,257 shares; 2024Q4: 77,155 shares; 2025Q1: 77,001 shares; 2025Q2: 76,322 shares; 2025Q3: 70,836 shares; 2025Q4: 69,705 shares 69,705 $12.4M 0.3% -1,131 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,481 shares; 2024Q4: 62,390 shares; 2025Q1: 51,283 shares; 2025Q2: 434,792 shares; 2025Q3: 475,345 shares; 2025Q4: 457,108 shares 457,108 $12.3M 0.3% -18,237 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,501 shares; 2025Q3: 279,514 shares; 2025Q4: 267,602 shares 267,602 $12M 0.29% -11,912 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,708 shares; 2024Q4: 283,335 shares; 2025Q1: 189,110 shares; 2025Q2: 196,259 shares; 2025Q3: 180,997 shares; 2025Q4: 139,895 shares 139,895 $11.8M 0.29% -41,102 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,702 shares; 2024Q4: 403,001 shares; 2025Q1: 273,823 shares; 2025Q2: 251,700 shares; 2025Q3: 261,333 shares; 2025Q4: 252,515 shares 252,515 $11.8M 0.29% -8,818 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,286 shares; 2024Q4: 196,967 shares; 2025Q1: 209,016 shares; 2025Q2: 243,963 shares; 2025Q3: 274,544 shares; 2025Q4: 183,650 shares 183,650 $11.8M 0.29% -90,894 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248,200 shares; 2025Q3: 111,000 shares; 2025Q4: 1,792,070 shares 1,792,070 $11.8M 0.29% +1,681,070 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,527 shares; 2024Q4: 65,435 shares; 2025Q1: 62,111 shares; 2025Q2: 59,180 shares; 2025Q3: 58,465 shares; 2025Q4: 60,872 shares 60,872 $11.7M 0.28% +2,407 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,975 shares; 2024Q4: 197,529 shares; 2025Q1: 221,508 shares; 2025Q2: 266,426 shares; 2025Q3: 236,999 shares; 2025Q4: 232,293 shares 232,293 $11.6M 0.28% -4,706 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,016 shares; 2024Q4: 14,475 shares; 2025Q1: 20,199 shares; 2025Q2: 324,196 shares; 2025Q3: 357,550 shares; 2025Q4: 354,472 shares 354,472 $11.6M 0.28% -3,078 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,382 shares; 2024Q4: 33,701 shares; 2025Q1: 32,742 shares; 2025Q2: 33,320 shares; 2025Q3: 33,338 shares; 2025Q4: 33,016 shares 33,016 $11.6M 0.28% -322 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,146 shares; 2024Q4: 116,925 shares; 2025Q1: 597,903 shares; 2025Q2: 355,308 shares; 2025Q3: 191,608 shares; 2025Q4: 226,665 shares 226,665 $11.5M 0.28% +35,057 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,384 shares; 2024Q4: 60,144 shares; 2025Q1: 67,693 shares; 2025Q2: 74,615 shares; 2025Q3: 77,660 shares; 2025Q4: 79,858 shares 79,858 $11.4M 0.28% +2,198 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,624 shares; 2025Q2: 106,160 shares; 2025Q3: 561,304 shares; 2025Q4: 389,390 shares 389,390 $11.4M 0.28% -171,914 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,444 shares; 2024Q4: 88,490 shares; 2025Q1: 75,717 shares; 2025Q2: 94,603 shares; 2025Q3: 96,939 shares; 2025Q4: 94,760 shares 94,760 $11.2M 0.27% -2,179 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,683 shares; 2024Q4: 46,796 shares; 2025Q1: 48,105 shares; 2025Q2: 47,543 shares; 2025Q3: 51,807 shares; 2025Q4: 53,728 shares 53,728 $11.1M 0.27% +1,921 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,202 shares; 2024Q4: 10,602 shares; 2025Q1: 10,551 shares; 2025Q2: 198,614 shares; 2025Q3: 197,759 shares; 2025Q4: 242,251 shares 242,251 $11M 0.27% +44,492 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,315 shares; 2024Q4: 77,009 shares; 2025Q1: 74,032 shares; 2025Q2: 80,376 shares; 2025Q3: 77,798 shares; 2025Q4: 77,151 shares 77,151 $10.7M 0.26% -647 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,932 shares; 2024Q4: 110,711 shares; 2025Q1: 121,355 shares; 2025Q2: 138,066 shares; 2025Q3: 78,031 shares; 2025Q4: 52,716 shares 52,716 $10.5M 0.26% -25,315 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,920 shares; 2024Q4: 43,876 shares; 2025Q1: 44,282 shares; 2025Q2: 40,636 shares; 2025Q3: 40,486 shares; 2025Q4: 84,851 shares 84,851 $10.1M 0.25% +44,365 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,100 shares; 2024Q4: 24,839 shares; 2025Q1: 24,074 shares; 2025Q2: 25,032 shares; 2025Q3: 26,337 shares; 2025Q4: 31,455 shares 31,455 $9.62M 0.23% +5,118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,094 shares; 2024Q4: 281,168 shares; 2025Q1: 277,163 shares; 2025Q2: 314,501 shares; 2025Q3: 335,939 shares; 2025Q4: 402,908 shares 402,908 $9.34M 0.23% +66,969 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,578 shares; 2024Q4: 24,280 shares; 2025Q1: 26,722 shares; 2025Q2: 27,948 shares; 2025Q3: 26,576 shares; 2025Q4: 26,999 shares 26,999 $9.3M 0.23% +423 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,481 shares; 2024Q4: 102,055 shares; 2025Q1: 101,930 shares; 2025Q2: 105,614 shares; 2025Q3: 105,517 shares; 2025Q4: 103,704 shares 103,704 $9.27M 0.23% -1,813 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,727 shares; 2024Q4: 228,851 shares; 2025Q1: 197,761 shares; 2025Q2: 150,695 shares; 2025Q3: 91,020 shares; 2025Q4: 82,034 shares 82,034 $9.17M 0.22% -8,986 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,963 shares; 2024Q4: 12,400 shares; 2025Q1: 12,699 shares; 2025Q2: 23,867 shares; 2025Q3: 33,134 shares; 2025Q4: 66,259 shares 66,259 $9.07M 0.22% +33,125 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 9,750 shares; 2025Q1: 10,039 shares; 2025Q2: 10,198 shares; 2025Q3: 10,192 shares; 2025Q4: 10,356 shares 10,356 $8.97M 0.22% +164 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,575 shares; 2024Q4: 259,696 shares; 2025Q1: 150,848 shares; 2025Q2: 150,327 shares; 2025Q3: 155,229 shares; 2025Q4: 182,221 shares 182,221 $8.81M 0.21% +26,992 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,408 shares; 2024Q4: 32,220 shares; 2025Q1: 28,882 shares; 2025Q2: 14,177 shares; 2025Q3: 14,605 shares; 2025Q4: 124,129 shares 124,129 $8.81M 0.21% +109,524 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,878 shares; 2025Q1: 119,095 shares; 2025Q2: 121,171 shares; 2025Q3: 50,927 shares; 2025Q4: 73,480 shares 73,480 $8.77M 0.21% +22,553 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,940 shares; 2024Q4: 102,644 shares; 2025Q1: 100,154 shares; 2025Q2: 99,471 shares; 2025Q3: 92,604 shares; 2025Q4: 91,985 shares 91,985 $8.66M 0.21% -619 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,486 shares; 2024Q4: 92,888 shares; 2025Q1: 103,359 shares; 2025Q2: 101,998 shares; 2025Q3: 102,293 shares; 2025Q4: 105,432 shares 105,432 $8.31M 0.2% +3,139 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,453 shares; 2024Q4: 86,243 shares; 2025Q1: 92,589 shares; 2025Q2: 100,379 shares; 2025Q3: 100,916 shares; 2025Q4: 192,411 shares 192,411 $8.22M 0.2% +91,495 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,992 shares; 2024Q4: 170,946 shares; 2025Q1: 155,037 shares; 2025Q2: 169,695 shares; 2025Q3: 173,128 shares; 2025Q4: 184,293 shares 184,293 $8.21M 0.2% +11,165 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,779 shares; 2024Q4: 27,353 shares; 2025Q1: 27,260 shares; 2025Q2: 24,638 shares; 2025Q3: 25,530 shares; 2025Q4: 22,398 shares 22,398 $8.07M 0.2% -3,132 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,131 shares; 2024Q4: 218,301 shares; 2025Q1: 230,864 shares; 2025Q2: 236,273 shares; 2025Q3: 269,734 shares; 2025Q4: 344,061 shares 344,061 $8.03M 0.2% +74,327 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,908 shares; 2024Q4: 36,762 shares; 2025Q1: 36,778 shares; 2025Q2: 40,272 shares; 2025Q3: 36,499 shares; 2025Q4: 36,912 shares 36,912 $8.01M 0.19% +413 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,803 shares; 2025Q2: 133,748 shares; 2025Q3: 143,544 shares; 2025Q4: 154,776 shares 154,776 $7.96M 0.19% +11,232 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369,141 shares 369,141 $7.94M 0.19% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,953 shares; 2024Q4: 15,690 shares; 2025Q1: 16,046 shares; 2025Q2: 108,496 shares; 2025Q3: 122,445 shares; 2025Q4: 171,718 shares 171,718 $7.91M 0.19% +49,273 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,373 shares; 2024Q4: 258,531 shares; 2025Q1: 241,944 shares; 2025Q2: 213,476 shares; 2025Q3: 203,878 shares; 2025Q4: 205,923 shares 205,923 $7.89M 0.19% +2,045 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,400 shares; 2024Q4: 47,504 shares; 2025Q1: 112,134 shares; 2025Q2: 133,166 shares; 2025Q3: 142,038 shares; 2025Q4: 156,061 shares 156,061 $7.75M 0.19% +14,023 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,146 shares; 2024Q4: 312,398 shares; 2025Q1: 319,297 shares; 2025Q2: 412,349 shares; 2025Q3: 344,551 shares; 2025Q4: 235,423 shares 235,423 $7.68M 0.19% -109,128 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,029 shares; 2024Q4: 301,256 shares; 2025Q1: 296,301 shares; 2025Q2: 240,535 shares; 2025Q3: 215,525 shares; 2025Q4: 88,106 shares 88,106 $7.59M 0.18% -127,419 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,814 shares; 2025Q3: 9,688 shares; 2025Q4: 189,535 shares 189,535 $7.51M 0.18% +179,847 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,462 shares; 2024Q4: 73,673 shares; 2025Q1: 67,341 shares; 2025Q2: 69,375 shares; 2025Q3: 72,096 shares; 2025Q4: 71,985 shares 71,985 $7.37M 0.18% -111 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,459 shares; 2024Q4: 124,439 shares; 2025Q1: 127,952 shares; 2025Q2: 124,052 shares; 2025Q3: 122,828 shares; 2025Q4: 127,133 shares 127,133 $7.36M 0.18% +4,305 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,892 shares; 2024Q4: 41,494 shares; 2025Q1: 41,904 shares; 2025Q2: 41,579 shares; 2025Q3: 42,342 shares; 2025Q4: 45,523 shares 45,523 $7.3M 0.18% +3,181 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,386 shares; 2024Q4: 46,179 shares; 2025Q1: 46,368 shares; 2025Q2: 67,710 shares; 2025Q3: 84,001 shares; 2025Q4: 88,916 shares 88,916 $7.22M 0.18% +4,915 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,848 shares; 2024Q4: 122,630 shares; 2025Q1: 118,263 shares; 2025Q2: 121,445 shares; 2025Q3: 117,991 shares; 2025Q4: 128,781 shares 128,781 $7.08M 0.17% +10,790 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,396 shares; 2024Q4: 73,843 shares; 2025Q1: 72,413 shares; 2025Q2: 83,665 shares; 2025Q3: 74,666 shares; 2025Q4: 78,248 shares 78,248 $7M 0.17% +3,582 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 6,450 shares; 2025Q1: 7,647 shares; 2025Q2: 7,707 shares; 2025Q3: 7,722 shares; 2025Q4: 7,906 shares 7,906 $6.95M 0.17% +184 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,366 shares; 2024Q4: 121,139 shares; 2025Q1: 139,100 shares; 2025Q2: 165,683 shares; 2025Q3: 174,644 shares; 2025Q4: 88,886 shares 88,886 $6.94M 0.17% -85,758 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,010 shares; 2025Q1: 191,699 shares; 2025Q2: 189,695 shares; 2025Q3: 174,806 shares; 2025Q4: 182,129 shares 182,129 $6.9M 0.17% +7,323 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 38,326 shares; 2025Q1: 38,087 shares; 2025Q2: 35,290 shares; 2025Q3: 34,187 shares; 2025Q4: 30,911 shares 30,911 $6.79M 0.17% -3,276 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,158 shares; 2025Q1: 6,175 shares; 2025Q2: 6,479 shares; 2025Q3: 6,492 shares; 2025Q4: 72,199 shares 72,199 $6.76M 0.16% +65,707 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,562 shares; 2024Q4: 55,332 shares; 2025Q1: 54,186 shares; 2025Q2: 54,713 shares; 2025Q3: 55,122 shares; 2025Q4: 55,683 shares 55,683 $6.72M 0.16% +561 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,486 shares; 2024Q4: 68,686 shares; 2025Q1: 63,506 shares; 2025Q2: 62,194 shares; 2025Q3: 61,416 shares; 2025Q4: 69,700 shares 69,700 $6.7M 0.16% +8,284 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,178 shares; 2024Q4: 31,304 shares; 2025Q1: 33,472 shares; 2025Q2: 32,509 shares; 2025Q3: 30,954 shares; 2025Q4: 30,945 shares 30,945 $6.63M 0.16% -9 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,589 shares; 2024Q4: 85,922 shares; 2025Q1: 85,800 shares; 2025Q2: 88,944 shares; 2025Q3: 102,740 shares; 2025Q4: 103,965 shares 103,965 $6.61M 0.16% +1,225 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,622 shares; 2025Q1: 28,088 shares; 2025Q2: 11,364 shares; 2025Q3: 111,803 shares; 2025Q4: 166,187 shares 166,187 $6.54M 0.16% +54,384 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,065 shares; 2024Q4: 73,659 shares; 2025Q1: 112,460 shares; 2025Q2: 130,771 shares; 2025Q3: 135,985 shares; 2025Q4: 137,314 shares 137,314 $6.51M 0.16% +1,329 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,844 shares; 2024Q4: 112,074 shares; 2025Q1: 83,658 shares; 2025Q2: 65,262 shares; 2025Q3: 62,383 shares; 2025Q4: 74,262 shares 74,262 $6.37M 0.15% +11,879 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,286 shares; 2024Q4: 250,601 shares; 2025Q1: 343,039 shares; 2025Q2: 357,335 shares; 2025Q3: 403,270 shares; 2025Q4: 415,022 shares 415,022 $6.37M 0.15% +11,752 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,580 shares; 2024Q4: 82,844 shares; 2025Q1: 78,934 shares; 2025Q2: 91,661 shares; 2025Q3: not reported; 2025Q4: 98,426 shares 98,426 $6.32M 0.15% new Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 278,347 shares 278,347 $6.31M 0.15% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,099 shares; 2024Q4: 34,505 shares; 2025Q1: 36,305 shares; 2025Q2: 36,346 shares; 2025Q3: 50,439 shares; 2025Q4: 59,634 shares 59,634 $6.28M 0.15% +9,195 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,982 shares; 2025Q3: 70,038 shares; 2025Q4: 124,398 shares 124,398 $6.2M 0.15% +54,360 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 963 shares; 2025Q1: 33,569 shares; 2025Q2: 43,520 shares; 2025Q3: 34,317 shares; 2025Q4: 17,977 shares 17,977 $6.17M 0.15% -16,340 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,996 shares; 2024Q4: 150,945 shares; 2025Q1: 150,135 shares; 2025Q2: 143,081 shares; 2025Q3: 138,329 shares; 2025Q4: 131,895 shares 131,895 $6.08M 0.15% -6,434 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,601 shares; 2024Q4: 9,920 shares; 2025Q1: 9,693 shares; 2025Q2: 9,164 shares; 2025Q3: 8,447 shares; 2025Q4: 8,044 shares 8,044 $6.06M 0.15% -403 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,718 shares; 2024Q4: 50,902 shares; 2025Q1: 51,287 shares; 2025Q2: 22,675 shares; 2025Q3: 53,203 shares; 2025Q4: 61,247 shares 61,247 $6.03M 0.15% +8,044 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,663 shares; 2024Q4: 34,747 shares; 2025Q1: 34,697 shares; 2025Q2: 33,556 shares; 2025Q3: 35,145 shares; 2025Q4: 39,299 shares 39,299 $6.01M 0.15% +4,154 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,965 shares; 2025Q1: 195,595 shares; 2025Q2: 233,083 shares; 2025Q3: 256,189 shares; 2025Q4: 265,028 shares 265,028 $6M 0.15% +8,839 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,144 shares; 2024Q4: 58,911 shares; 2025Q1: 59,248 shares; 2025Q2: 58,694 shares; 2025Q3: 58,213 shares; 2025Q4: 57,600 shares 57,600 $5.99M 0.15% -613 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,456 shares; 2024Q4: 130,603 shares; 2025Q1: 134,428 shares; 2025Q2: 133,308 shares; 2025Q3: 134,869 shares; 2025Q4: 127,690 shares 127,690 $5.98M 0.15% -7,179 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,743 shares; 2024Q4: 31,518 shares; 2025Q1: 31,469 shares; 2025Q2: 31,517 shares; 2025Q3: 31,319 shares; 2025Q4: 31,243 shares 31,243 $5.88M 0.14% -76 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,951 shares; 2024Q4: 10,455 shares; 2025Q1: 10,546 shares; 2025Q2: 10,673 shares; 2025Q3: 10,811 shares; 2025Q4: 10,292 shares 10,292 $5.87M 0.14% -519 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,238 shares; 2024Q4: 20,229 shares; 2025Q1: 19,639 shares; 2025Q2: 24,027 shares; 2025Q3: 26,741 shares; 2025Q4: 24,218 shares 24,218 $5.84M 0.14% -2,523 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,311 shares; 2024Q4: 65,116 shares; 2025Q1: 64,097 shares; 2025Q2: 67,437 shares; 2025Q3: 64,862 shares; 2025Q4: 75,030 shares 75,030 $5.78M 0.14% +10,168 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 22,820 shares; 2025Q1: 27,919 shares; 2025Q2: 28,353 shares; 2025Q3: 30,614 shares; 2025Q4: 31,221 shares 31,221 $5.75M 0.14% +607 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,238 shares; 2024Q4: 6,717 shares; 2025Q1: 7,026 shares; 2025Q2: 8,014 shares; 2025Q3: 7,383 shares; 2025Q4: 13,910 shares 13,910 $5.74M 0.14% +6,527 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 6,554 shares; 2025Q1: 10,659 shares; 2025Q2: 10,469 shares; 2025Q3: 11,193 shares; 2025Q4: 12,201 shares 12,201 $5.72M 0.14% +1,008 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,959 shares; 2024Q4: 28,194 shares; 2025Q1: 28,766 shares; 2025Q2: 29,225 shares; 2025Q3: 30,312 shares; 2025Q4: 39,527 shares 39,527 $5.67M 0.14% +9,215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,448 shares; 2025Q2: 86,500 shares; 2025Q3: 85,649 shares; 2025Q4: 79,017 shares 79,017 $5.67M 0.14% -6,632 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,956 shares; 2024Q4: 146,739 shares; 2025Q1: 157,351 shares; 2025Q2: 130,646 shares; 2025Q3: 130,416 shares; 2025Q4: 61,542 shares 61,542 $5.6M 0.14% -68,874 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,662 shares; 2024Q4: 117,932 shares; 2025Q1: 63,391 shares; 2025Q2: 57,278 shares; 2025Q3: 67,452 shares; 2025Q4: 67,773 shares 67,773 $5.59M 0.14% +321 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,603 shares; 2024Q4: 28,005 shares; 2025Q1: 27,176 shares; 2025Q2: 25,573 shares; 2025Q3: 26,597 shares; 2025Q4: 26,396 shares 26,396 $5.55M 0.14% -201 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,012 shares; 2024Q4: 515,524 shares; 2025Q1: 526,695 shares; 2025Q2: 515,968 shares; 2025Q3: 325,489 shares; 2025Q4: 201,441 shares 201,441 $5.53M 0.13% -124,048 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,927 shares; 2024Q4: 337,754 shares; 2025Q1: 349,632 shares; 2025Q2: 352,143 shares; 2025Q3: 365,145 shares; 2025Q4: 372,709 shares 372,709 $5.52M 0.13% +7,564 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,994 shares; 2024Q4: 161,512 shares; 2025Q1: 129,289 shares; 2025Q2: 132,344 shares; 2025Q3: 62,493 shares; 2025Q4: 48,079 shares 48,079 $5.48M 0.13% -14,414 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,532 shares; 2024Q4: 9,937 shares; 2025Q1: 11,636 shares; 2025Q2: 11,960 shares; 2025Q3: 9,856 shares; 2025Q4: 9,499 shares 9,499 $5.45M 0.13% -357 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,364 shares; 2024Q4: 18,153 shares; 2025Q1: 18,251 shares; 2025Q2: 17,958 shares; 2025Q3: 18,011 shares; 2025Q4: 19,032 shares 19,032 $5.44M 0.13% +1,021 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,895 shares; 2024Q4: 128,873 shares; 2025Q1: 139,001 shares; 2025Q2: 139,087 shares; 2025Q3: 144,697 shares; 2025Q4: 143,769 shares 143,769 $5.4M 0.13% -928 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,754 shares; 2024Q4: 70,072 shares; 2025Q1: 67,859 shares; 2025Q2: 71,670 shares; 2025Q3: 77,322 shares; 2025Q4: 76,089 shares 76,089 $5.32M 0.13% -1,233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,854 shares; 2024Q4: 32,617 shares; 2025Q1: 32,567 shares; 2025Q2: 32,340 shares; 2025Q3: 31,689 shares; 2025Q4: 31,484 shares 31,484 $5.32M 0.13% -205 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,610 shares; 2024Q4: 18,979 shares; 2025Q1: 19,719 shares; 2025Q2: 23,592 shares; 2025Q3: 22,516 shares; 2025Q4: 27,016 shares 27,016 $5.25M 0.13% +4,500 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,136 shares; 2024Q4: 40,585 shares; 2025Q1: 40,173 shares; 2025Q2: 44,590 shares; 2025Q3: 43,930 shares; 2025Q4: 42,220 shares 42,220 $5.2M 0.13% -1,710 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,829 shares; 2024Q4: 15,992 shares; 2025Q1: 16,461 shares; 2025Q2: 16,633 shares; 2025Q3: 17,077 shares; 2025Q4: 17,522 shares 17,522 $5.19M 0.13% +445 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,150 shares 144,150 $5.16M 0.13% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,144 shares; 2024Q4: 61,792 shares; 2025Q1: 60,659 shares; 2025Q2: 58,687 shares; 2025Q3: 56,791 shares; 2025Q4: 55,484 shares 55,484 $5.13M 0.12% -1,307 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328,157 shares; 2025Q2: 158,996 shares; 2025Q3: 109,836 shares; 2025Q4: 101,628 shares 101,628 $5.13M 0.12% -8,208 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,319 shares; 2025Q1: 3,326 shares; 2025Q2: 2,926 shares; 2025Q3: 2,823 shares; 2025Q4: 55,783 shares 55,783 $5.09M 0.12% +52,960 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209,937 shares; 2025Q2: 217,434 shares; 2025Q3: 235,200 shares; 2025Q4: 238,185 shares 238,185 $5.06M 0.12% +2,985 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,016 shares; 2024Q4: 64,117 shares; 2025Q1: 59,855 shares; 2025Q2: 75,347 shares; 2025Q3: 68,580 shares; 2025Q4: 72,428 shares 72,428 $5.03M 0.12% +3,848 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,371 shares; 2025Q1: 2,371 shares; 2025Q2: 2,130 shares; 2025Q3: 16,008 shares; 2025Q4: 15,975 shares 15,975 $5.01M 0.12% -33 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,723 shares; 2024Q4: 23,472 shares; 2025Q1: 31,620 shares; 2025Q2: 28,748 shares; 2025Q3: 30,569 shares; 2025Q4: 32,357 shares 32,357 $4.92M 0.12% +1,788 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,267 shares; 2024Q4: 25,751 shares; 2025Q1: 34,381 shares; 2025Q2: 36,117 shares; 2025Q3: 32,813 shares; 2025Q4: 33,848 shares 33,848 $4.87M 0.12% +1,035 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,160 shares; 2024Q4: 23,893 shares; 2025Q1: 23,261 shares; 2025Q2: 24,285 shares; 2025Q3: 25,897 shares; 2025Q4: 26,214 shares 26,214 $4.81M 0.12% +317 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,779 shares; 2025Q1: 24,679 shares; 2025Q2: 24,933 shares; 2025Q3: 33,905 shares; 2025Q4: 37,313 shares 37,313 $4.8M 0.12% +3,408 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,639 shares; 2024Q4: 41,739 shares; 2025Q1: 42,465 shares; 2025Q2: 66,994 shares; 2025Q3: 67,731 shares; 2025Q4: 65,748 shares 65,748 $4.78M 0.12% -1,983 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,716 shares; 2024Q4: 48,315 shares; 2025Q1: 49,477 shares; 2025Q2: 49,673 shares; 2025Q3: 49,382 shares; 2025Q4: 45,642 shares 45,642 $4.75M 0.12% -3,740 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 6,019 shares; 2025Q1: 9,281 shares; 2025Q2: 10,362 shares; 2025Q3: 10,424 shares; 2025Q4: 12,736 shares 12,736 $4.71M 0.11% +2,312 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,167 shares; 2024Q4: 52,805 shares; 2025Q1: 54,637 shares; 2025Q2: 59,788 shares; 2025Q3: 57,228 shares; 2025Q4: 58,433 shares 58,433 $4.69M 0.11% +1,205 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,522 shares; 2024Q4: 73,729 shares; 2025Q1: 68,226 shares; 2025Q2: 52,431 shares; 2025Q3: 45,464 shares; 2025Q4: 45,275 shares 45,275 $4.69M 0.11% -189 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,352 shares; 2024Q4: 38,371 shares; 2025Q1: 39,011 shares; 2025Q2: 39,011 shares; 2025Q3: 38,708 shares; 2025Q4: 36,584 shares 36,584 $4.58M 0.11% -2,124 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,326 shares; 2024Q4: 64,259 shares; 2025Q1: 65,888 shares; 2025Q2: 71,273 shares; 2025Q3: 66,929 shares; 2025Q4: 65,977 shares 65,977 $4.58M 0.11% -952 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 10,930 shares; 2025Q1: 13,132 shares; 2025Q2: 13,814 shares; 2025Q3: 13,760 shares; 2025Q4: 14,734 shares 14,734 $4.54M 0.11% +974 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,832 shares; 2025Q1: 75,463 shares; 2025Q2: 86,405 shares; 2025Q3: 95,685 shares; 2025Q4: 102,802 shares 102,802 $4.49M 0.11% +7,117 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,542 shares; 2024Q4: 32,478 shares; 2025Q1: 32,164 shares; 2025Q2: 31,337 shares; 2025Q3: 30,292 shares; 2025Q4: 27,725 shares 27,725 $4.43M 0.11% -2,567 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,369 shares; 2024Q4: 115,868 shares; 2025Q1: 113,365 shares; 2025Q2: 110,005 shares; 2025Q3: 114,063 shares; 2025Q4: 199,059 shares 199,059 $4.42M 0.11% +84,996 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,229 shares; 2025Q4: 33,656 shares 33,656 $4.41M 0.11% +1,427 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,252 shares; 2024Q4: 316,807 shares; 2025Q1: 76,437 shares; 2025Q2: 108,678 shares; 2025Q3: 124,202 shares; 2025Q4: 141,538 shares 141,538 $4.4M 0.11% +17,336 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,239 shares; 2024Q4: 42,574 shares; 2025Q1: 35,779 shares; 2025Q2: 22,904 shares; 2025Q3: 30,595 shares; 2025Q4: 36,882 shares 36,882 $4.4M 0.11% +6,287 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,254 shares; 2024Q4: 101,932 shares; 2025Q1: 134,631 shares; 2025Q2: 117,472 shares; 2025Q3: 118,646 shares; 2025Q4: 109,052 shares 109,052 $4.4M 0.11% -9,594 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,550 shares; 2025Q4: 145,000 shares 145,000 $4.38M 0.11% +133,450 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,463 shares; 2024Q4: 43,917 shares; 2025Q1: 43,405 shares; 2025Q2: 44,347 shares; 2025Q3: 45,665 shares; 2025Q4: 47,173 shares 47,173 $4.35M 0.11% +1,508 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,275 shares; 2024Q4: 41,909 shares; 2025Q1: 41,680 shares; 2025Q2: 40,852 shares; 2025Q3: 41,382 shares; 2025Q4: 44,620 shares 44,620 $4.35M 0.11% +3,238 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,765 shares; 2024Q4: 12,783 shares; 2025Q1: 12,351 shares; 2025Q2: 12,422 shares; 2025Q3: 12,513 shares; 2025Q4: 13,239 shares 13,239 $4.34M 0.11% +726 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,905 shares; 2024Q4: 10,328 shares; 2025Q1: 24,866 shares; 2025Q2: 37,859 shares; 2025Q3: 36,148 shares; 2025Q4: 36,894 shares 36,894 $4.31M 0.1% +746 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,419 shares; 2024Q4: 71,838 shares; 2025Q1: 90,217 shares; 2025Q2: 79,026 shares; 2025Q3: 85,886 shares; 2025Q4: 85,892 shares 85,892 $4.27M 0.1% +6 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,344 shares; 2024Q4: 54,585 shares; 2025Q1: 49,516 shares; 2025Q2: 44,264 shares; 2025Q3: 43,325 shares; 2025Q4: 41,409 shares 41,409 $4.25M 0.1% -1,916 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,305 shares; 2024Q4: 71,111 shares; 2025Q1: 72,617 shares; 2025Q2: 89,795 shares; 2025Q3: 96,849 shares; 2025Q4: 95,678 shares 95,678 $4.24M 0.1% -1,171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,797 shares; 2024Q4: 26,700 shares; 2025Q1: 43,253 shares; 2025Q2: 36,999 shares; 2025Q3: 44,036 shares; 2025Q4: 50,959 shares 50,959 $4.19M 0.1% +6,923 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,261 shares 63,261 $4.14M 0.1% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,754 shares; 2024Q4: 65,112 shares; 2025Q1: 165,241 shares; 2025Q2: 69,445 shares; 2025Q3: 77,977 shares; 2025Q4: 86,005 shares 86,005 $4.14M 0.1% +8,028 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,339 shares; 2024Q4: 37,882 shares; 2025Q1: 44,170 shares; 2025Q2: 35,718 shares; 2025Q3: 36,566 shares; 2025Q4: 36,313 shares 36,313 $4.13M 0.1% -253 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,727 shares; 2024Q4: 12,777 shares; 2025Q1: 13,714 shares; 2025Q2: 17,865 shares; 2025Q3: 13,821 shares; 2025Q4: 14,224 shares 14,224 $4.13M 0.1% +403 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,647 shares; 2024Q4: 22,819 shares; 2025Q1: 22,782 shares; 2025Q2: 23,397 shares; 2025Q3: 23,565 shares; 2025Q4: 24,107 shares 24,107 $4.12M 0.1% +542 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 11,948 shares; 2025Q1: 11,856 shares; 2025Q2: 12,655 shares; 2025Q3: 12,533 shares; 2025Q4: 13,077 shares 13,077 $4.06M 0.1% +544 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,735 shares; 2024Q4: 56,793 shares; 2025Q1: 48,184 shares; 2025Q2: 45,530 shares; 2025Q3: 45,589 shares; 2025Q4: 90,498 shares 90,498 $4.05M 0.1% +44,909 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,800 shares; 2024Q4: 141,560 shares; 2025Q1: 124,986 shares; 2025Q2: 116,949 shares; 2025Q3: 116,842 shares; 2025Q4: 133,047 shares 133,047 $4M 0.1% +16,205 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,753 shares; 2024Q4: 23,657 shares; 2025Q1: 22,478 shares; 2025Q2: 22,535 shares; 2025Q3: 23,473 shares; 2025Q4: 18,650 shares 18,650 $3.95M 0.1% -4,823 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,032 shares; 2024Q4: 47,339 shares; 2025Q1: 64,924 shares; 2025Q2: 69,219 shares; 2025Q3: 69,709 shares; 2025Q4: 67,620 shares 67,620 $3.9M 0.09% -2,089 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,543 shares; 2025Q3: 52,041 shares; 2025Q4: 51,758 shares 51,758 $3.88M 0.09% -283 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,948 shares; 2024Q4: 36,098 shares; 2025Q1: 34,587 shares; 2025Q2: 33,389 shares; 2025Q3: 31,847 shares; 2025Q4: 31,694 shares 31,694 $3.85M 0.09% -153 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,811 shares; 2024Q4: 9,721 shares; 2025Q1: 8,538 shares; 2025Q2: 6,815 shares; 2025Q3: 7,446 shares; 2025Q4: 7,962 shares 7,962 $3.83M 0.09% +516 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,158 shares; 2025Q4: 22,307 shares 22,307 $3.82M 0.09% -851 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154,961 shares; 2025Q3: 129,166 shares; 2025Q4: 99,812 shares 99,812 $3.8M 0.09% -29,354 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,669 shares; 2024Q4: 9,633 shares; 2025Q1: 9,821 shares; 2025Q2: 9,802 shares; 2025Q3: 8,784 shares; 2025Q4: 10,729 shares 10,729 $3.79M 0.09% +1,945 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,836 shares; 2024Q4: 19,261 shares; 2025Q1: 18,803 shares; 2025Q2: 18,492 shares; 2025Q3: 19,931 shares; 2025Q4: 25,256 shares 25,256 $3.76M 0.09% +5,325 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,575 shares; 2025Q4: 39,748 shares 39,748 $3.74M 0.09% +173 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,360 shares; 2025Q1: 4,362 shares; 2025Q2: 16,056 shares; 2025Q3: 17,100 shares; 2025Q4: 16,609 shares 16,609 $3.73M 0.09% -491 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,514 shares; 2024Q4: 7,111 shares; 2025Q1: 7,774 shares; 2025Q2: 8,228 shares; 2025Q3: 7,749 shares; 2025Q4: 7,676 shares 7,676 $3.72M 0.09% -73 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 10,291 shares; 2025Q1: 10,150 shares; 2025Q2: 10,218 shares; 2025Q3: 14,240 shares; 2025Q4: 15,083 shares 15,083 $3.72M 0.09% +843 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,088 shares; 2024Q4: 30,958 shares; 2025Q1: 30,115 shares; 2025Q2: 29,391 shares; 2025Q3: 33,551 shares; 2025Q4: 44,408 shares 44,408 $3.68M 0.09% +10,857 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,563 shares; 2024Q4: 32,521 shares; 2025Q1: 35,709 shares; 2025Q2: 35,528 shares; 2025Q3: 36,953 shares; 2025Q4: 51,708 shares 51,708 $3.65M 0.09% +14,755 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,489 shares; 2025Q1: 6,767 shares; 2025Q2: 7,294 shares; 2025Q3: 7,625 shares; 2025Q4: 7,806 shares 7,806 $3.64M 0.09% +181 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,538 shares; 2025Q2: 43,295 shares; 2025Q3: 43,213 shares; 2025Q4: 43,945 shares 43,945 $3.62M 0.09% +732 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,089 shares; 2024Q4: 31,104 shares; 2025Q1: 30,124 shares; 2025Q2: 29,434 shares; 2025Q3: 28,754 shares; 2025Q4: 27,988 shares 27,988 $3.61M 0.09% -766 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,761 shares; 2024Q4: 52,985 shares; 2025Q1: 63,365 shares; 2025Q2: 62,443 shares; 2025Q3: 61,054 shares; 2025Q4: 61,564 shares 61,564 $3.61M 0.09% +510 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,123 shares; 2025Q4: 66,436 shares 66,436 $3.59M 0.09% +58,313 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,826 shares; 2024Q4: 52,381 shares; 2025Q1: 47,331 shares; 2025Q2: 39,578 shares; 2025Q3: 39,376 shares; 2025Q4: 53,259 shares 53,259 $3.58M 0.09% +13,883 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,057 shares; 2024Q4: 10,794 shares; 2025Q1: 10,753 shares; 2025Q2: 11,254 shares; 2025Q3: 11,419 shares; 2025Q4: 11,701 shares 11,701 $3.56M 0.09% +282 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,966 shares; 2024Q4: 158,891 shares; 2025Q1: 145,285 shares; 2025Q2: 139,555 shares; 2025Q3: 140,299 shares; 2025Q4: 140,997 shares 140,997 $3.5M 0.09% +698 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,974 shares; 2024Q4: 89,923 shares; 2025Q1: 89,679 shares; 2025Q2: 84,876 shares; 2025Q3: 82,467 shares; 2025Q4: 83,644 shares 83,644 $3.46M 0.08% +1,177 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,963 shares; 2024Q4: 113,741 shares; 2025Q1: 94,794 shares; 2025Q2: 111,833 shares; 2025Q3: 122,841 shares; 2025Q4: 99,309 shares 99,309 $3.44M 0.08% -23,532 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,822 shares; 2024Q4: 114,460 shares; 2025Q1: 106,576 shares; 2025Q2: 102,424 shares; 2025Q3: 87,076 shares; 2025Q4: 89,000 shares 89,000 $3.43M 0.08% +1,924 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,819 shares; 2024Q4: 29,520 shares; 2025Q1: 30,233 shares; 2025Q2: 33,864 shares; 2025Q3: 34,285 shares; 2025Q4: 31,616 shares 31,616 $3.43M 0.08% -2,669 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,372 shares; 2024Q4: 10,879 shares; 2025Q1: 12,408 shares; 2025Q2: 13,559 shares; 2025Q3: 14,152 shares; 2025Q4: 13,280 shares 13,280 $3.43M 0.08% -872 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,628 shares; 2024Q4: 62,699 shares; 2025Q1: 56,328 shares; 2025Q2: 56,688 shares; 2025Q3: 56,406 shares; 2025Q4: 56,687 shares 56,687 $3.42M 0.08% +281 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 40,506 shares; 2025Q1: 26,268 shares; 2025Q2: 20,198 shares; 2025Q3: 13,342 shares; 2025Q4: 36,847 shares 36,847 $3.42M 0.08% +23,505 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,479 shares; 2024Q4: 65,684 shares; 2025Q1: 17,616 shares; 2025Q2: 16,405 shares; 2025Q3: 16,597 shares; 2025Q4: 16,066 shares 16,066 $3.41M 0.08% -531 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,539 shares; 2024Q4: 11,124 shares; 2025Q1: 13,883 shares; 2025Q2: 15,118 shares; 2025Q3: 13,316 shares; 2025Q4: 12,953 shares 12,953 $3.4M 0.08% -363 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,676 shares; 2024Q4: 11,357 shares; 2025Q1: 17,956 shares; 2025Q2: 11,860 shares; 2025Q3: 12,067 shares; 2025Q4: 11,793 shares 11,793 $3.4M 0.08% -274 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,855 shares; 2024Q4: 28,984 shares; 2025Q1: 28,299 shares; 2025Q2: 30,079 shares; 2025Q3: 30,281 shares; 2025Q4: 29,667 shares 29,667 $3.4M 0.08% -614 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,875 shares; 2025Q3: 112,786 shares; 2025Q4: 63,298 shares 63,298 $3.4M 0.08% -49,488 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,631 shares; 2024Q4: 38,415 shares; 2025Q1: 29,335 shares; 2025Q2: 26,720 shares; 2025Q3: 25,622 shares; 2025Q4: 25,475 shares 25,475 $3.39M 0.08% -147 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,856 shares; 2024Q4: 48,614 shares; 2025Q1: 46,494 shares; 2025Q2: 44,956 shares; 2025Q3: 46,583 shares; 2025Q4: 48,495 shares 48,495 $3.38M 0.08% +1,912 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 11,843 shares; 2025Q1: 11,168 shares; 2025Q2: 11,392 shares; 2025Q3: 10,462 shares; 2025Q4: 10,264 shares 10,264 $3.38M 0.08% -198 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,201 shares; 2024Q4: 9,245 shares; 2025Q1: 13,954 shares; 2025Q2: 14,976 shares; 2025Q3: 22,384 shares; 2025Q4: 87,558 shares 87,558 $3.35M 0.08% +65,174 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,185 shares; 2024Q4: 48,700 shares; 2025Q1: 56,553 shares; 2025Q2: 48,841 shares; 2025Q3: 46,493 shares; 2025Q4: 43,414 shares 43,414 $3.33M 0.08% -3,079 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,401 shares; 2024Q4: 84,401 shares; 2025Q1: 88,661 shares; 2025Q2: 85,298 shares; 2025Q3: 83,619 shares; 2025Q4: 80,369 shares 80,369 $3.27M 0.08% -3,250 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,233 shares; 2024Q4: 10,234 shares; 2025Q1: 9,863 shares; 2025Q2: 10,686 shares; 2025Q3: 11,864 shares; 2025Q4: 13,544 shares 13,544 $3.27M 0.08% +1,680 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,190 shares; 2024Q4: 157,022 shares; 2025Q1: 174,635 shares; 2025Q2: 176,853 shares; 2025Q3: 180,989 shares; 2025Q4: 179,165 shares 179,165 $3.26M 0.08% -1,824 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,873 shares; 2024Q4: 69,463 shares; 2025Q1: 43,040 shares; 2025Q2: 34,042 shares; 2025Q3: 34,457 shares; 2025Q4: 26,597 shares 26,597 $3.24M 0.08% -7,860 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,839 shares; 2024Q4: 93,623 shares; 2025Q1: 96,361 shares; 2025Q2: 118,378 shares; 2025Q3: 83,492 shares; 2025Q4: 87,815 shares 87,815 $3.24M 0.08% +4,323 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,035 shares; 2024Q4: 147,120 shares; 2025Q1: 148,084 shares; 2025Q2: 153,826 shares; 2025Q3: 155,372 shares; 2025Q4: 159,277 shares 159,277 $3.22M 0.08% +3,905 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 19,734 shares; 2025Q1: 19,124 shares; 2025Q2: 18,977 shares; 2025Q3: 17,321 shares; 2025Q4: 16,648 shares 16,648 $3.19M 0.08% -673 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,641 shares; 2024Q4: 78,197 shares; 2025Q1: 72,134 shares; 2025Q2: 68,652 shares; 2025Q3: 64,007 shares; 2025Q4: 63,114 shares 63,114 $3.18M 0.08% -893 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,999 shares; 2025Q1: 17,997 shares; 2025Q2: 18,540 shares; 2025Q3: 68,666 shares; 2025Q4: 71,393 shares 71,393 $3.17M 0.08% +2,727 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,493 shares; 2024Q4: 65,864 shares; 2025Q1: 54,451 shares; 2025Q2: 72,034 shares; 2025Q3: 79,175 shares; 2025Q4: 84,616 shares 84,616 $3.13M 0.08% +5,441 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 8,431 shares; 2025Q1: 8,464 shares; 2025Q2: 8,983 shares; 2025Q3: 9,112 shares; 2025Q4: 9,270 shares 9,270 $3.12M 0.08% +158 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 4,336 shares; 2025Q1: 5,413 shares; 2025Q2: 5,129 shares; 2025Q3: 4,115 shares; 2025Q4: 20,361 shares 20,361 $3.12M 0.08% +16,246 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,132 shares 34,132 $3.07M 0.07% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 4,795 shares; 2025Q1: 5,069 shares; 2025Q2: 5,324 shares; 2025Q3: 14,724 shares; 2025Q4: 10,819 shares 10,819 $3.02M 0.07% -3,905 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 6,310 shares; 2025Q1: 9,087 shares; 2025Q2: 63,301 shares; 2025Q3: 94,836 shares; 2025Q4: 78,030 shares 78,030 $2.96M 0.07% -16,806 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,619 shares; 2024Q4: 13,981 shares; 2025Q1: 13,696 shares; 2025Q2: 13,240 shares; 2025Q3: 13,281 shares; 2025Q4: 17,059 shares 17,059 $2.96M 0.07% +3,778 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,809 shares; 2024Q4: 79,154 shares; 2025Q1: 78,057 shares; 2025Q2: 78,876 shares; 2025Q3: 77,935 shares; 2025Q4: 100,005 shares 100,005 $2.94M 0.07% +22,070 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,113 shares; 2024Q4: 31,496 shares; 2025Q1: 31,496 shares; 2025Q2: 32,067 shares; 2025Q3: 32,067 shares; 2025Q4: 32,275 shares 32,275 $2.93M 0.07% +208 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,739 shares; 2024Q4: 160,380 shares; 2025Q1: 164,121 shares; 2025Q2: 175,708 shares; 2025Q3: 177,811 shares; 2025Q4: 117,040 shares 117,040 $2.91M 0.07% -60,771 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,766 shares; 2024Q4: 79,003 shares; 2025Q1: 80,244 shares; 2025Q2: 56,097 shares; 2025Q3: 50,042 shares; 2025Q4: 57,185 shares 57,185 $2.88M 0.07% +7,143 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,254 shares; 2024Q4: 21,996 shares; 2025Q1: 21,678 shares; 2025Q2: 21,290 shares; 2025Q3: 22,183 shares; 2025Q4: 25,104 shares 25,104 $2.87M 0.07% +2,921 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,582 shares; 2024Q4: 13,601 shares; 2025Q1: 12,992 shares; 2025Q2: 14,888 shares; 2025Q3: 14,343 shares; 2025Q4: 14,672 shares 14,672 $2.86M 0.07% +329 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,666 shares; 2024Q4: 10,714 shares; 2025Q1: 8,087 shares; 2025Q2: 7,921 shares; 2025Q3: 9,284 shares; 2025Q4: 8,941 shares 8,941 $2.85M 0.07% -343 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,399 shares; 2024Q4: 146,504 shares; 2025Q1: 238,456 shares; 2025Q2: 219,180 shares; 2025Q3: 217,654 shares; 2025Q4: 217,046 shares 217,046 $2.85M 0.07% -608 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,416 shares; 2024Q4: 165,612 shares; 2025Q1: 155,259 shares; 2025Q2: 160,296 shares; 2025Q3: 160,867 shares; 2025Q4: 172,243 shares 172,243 $2.84M 0.07% +11,376 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,447 shares; 2024Q4: 37,796 shares; 2025Q1: 34,033 shares; 2025Q2: 27,619 shares; 2025Q3: 26,329 shares; 2025Q4: 27,728 shares 27,728 $2.83M 0.07% +1,399 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 7,450 shares; 2025Q1: 8,361 shares; 2025Q2: 8,594 shares; 2025Q3: 8,517 shares; 2025Q4: 8,834 shares 8,834 $2.78M 0.07% +317 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,002 shares; 2024Q4: 27,351 shares; 2025Q1: 26,581 shares; 2025Q2: 26,501 shares; 2025Q3: 23,969 shares; 2025Q4: 25,949 shares 25,949 $2.78M 0.07% +1,980 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,519 shares; 2025Q4: 61,892 shares 61,892 $2.75M 0.07% -627 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,611 shares; 2024Q4: 15,320 shares; 2025Q1: 19,646 shares; 2025Q2: 18,058 shares; 2025Q3: 17,210 shares; 2025Q4: 17,167 shares 17,167 $2.75M 0.07% -43 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,145 shares; 2025Q4: 6,176 shares 6,176 $2.74M 0.07% +31 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,727 shares; 2024Q4: 31,908 shares; 2025Q1: 37,201 shares; 2025Q2: 16,267 shares; 2025Q3: 49,619 shares; 2025Q4: 48,971 shares 48,971 $2.73M 0.07% -648 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: 2,524 shares 2,524 $2.7M 0.07% +356 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,318 shares; 2025Q2: 82,802 shares; 2025Q3: 18,571 shares; 2025Q4: 69,462 shares 69,462 $2.67M 0.06% +50,891 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 12,110 shares; 2025Q1: 12,400 shares; 2025Q2: 12,185 shares; 2025Q3: 11,027 shares; 2025Q4: 26,759 shares 26,759 $2.66M 0.06% +15,732 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,627 shares; 2024Q4: 34,005 shares; 2025Q1: 43,589 shares; 2025Q2: 38,251 shares; 2025Q3: 46,420 shares; 2025Q4: 49,183 shares 49,183 $2.65M 0.06% +2,763 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,574 shares; 2024Q4: 35,806 shares; 2025Q1: 34,493 shares; 2025Q2: 32,775 shares; 2025Q3: 32,608 shares; 2025Q4: 32,946 shares 32,946 $2.65M 0.06% +338 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,408 shares; 2024Q4: 20,416 shares; 2025Q1: 25,725 shares; 2025Q2: 30,627 shares; 2025Q3: 40,509 shares; 2025Q4: 45,178 shares 45,178 $2.63M 0.06% +4,669 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,223 shares; 2024Q4: 26,983 shares; 2025Q1: 24,728 shares; 2025Q2: 25,563 shares; 2025Q3: 44,200 shares; 2025Q4: 30,950 shares 30,950 $2.58M 0.06% -13,250 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,392 shares; 2024Q4: 11,053 shares; 2025Q1: 11,129 shares; 2025Q2: 37,417 shares; 2025Q3: 46,015 shares; 2025Q4: 50,418 shares 50,418 $2.57M 0.06% +4,403 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,597 shares; 2024Q4: 99,364 shares; 2025Q1: 102,136 shares; 2025Q2: 111,796 shares; 2025Q3: 123,537 shares; 2025Q4: 107,901 shares 107,901 $2.55M 0.06% -15,636 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,537 shares; 2024Q4: 39,258 shares; 2025Q1: 43,180 shares; 2025Q2: 31,565 shares; 2025Q3: 57,215 shares; 2025Q4: 47,758 shares 47,758 $2.54M 0.06% -9,457 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 9,560 shares; 2025Q1: 9,984 shares; 2025Q2: 10,228 shares; 2025Q3: 10,629 shares; 2025Q4: 9,808 shares 9,808 $2.52M 0.06% -821 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,384 shares; 2024Q4: 45,216 shares; 2025Q1: 44,735 shares; 2025Q2: 42,613 shares; 2025Q3: 42,406 shares; 2025Q4: 44,516 shares 44,516 $2.52M 0.06% +2,110 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 7,236 shares; 2025Q1: 19,824 shares; 2025Q2: 19,890 shares; 2025Q3: 17,751 shares; 2025Q4: 19,731 shares 19,731 $2.48M 0.06% +1,980 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 15,043 shares; 2025Q1: 16,535 shares; 2025Q2: 16,354 shares; 2025Q3: 17,513 shares; 2025Q4: 14,541 shares 14,541 $2.47M 0.06% -2,972 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,250 shares; 2024Q4: 145,106 shares; 2025Q1: 139,969 shares; 2025Q2: 137,929 shares; 2025Q3: 62,982 shares; 2025Q4: 54,804 shares 54,804 $2.43M 0.06% -8,178 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,840 shares 42,840 $2.43M 0.06% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,016 shares; 2024Q4: 63,260 shares; 2025Q1: 68,495 shares; 2025Q2: 67,837 shares; 2025Q3: 67,843 shares; 2025Q4: 73,166 shares 73,166 $2.42M 0.06% +5,323 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,583 shares; 2024Q4: 24,945 shares; 2025Q1: 26,005 shares; 2025Q2: 25,943 shares; 2025Q3: 55,662 shares; 2025Q4: 47,524 shares 47,524 $2.41M 0.06% -8,138 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,483 shares; 2024Q4: 38,962 shares; 2025Q1: 38,528 shares; 2025Q2: 37,404 shares; 2025Q3: 34,843 shares; 2025Q4: 31,967 shares 31,967 $2.41M 0.06% -2,876 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,402 shares; 2025Q1: 53,449 shares; 2025Q2: 64,365 shares; 2025Q3: 49,110 shares; 2025Q4: 57,369 shares 57,369 $2.41M 0.06% +8,259 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,435 shares; 2024Q4: 95,450 shares; 2025Q1: 98,600 shares; 2025Q2: 105,149 shares; 2025Q3: 107,809 shares; 2025Q4: 110,074 shares 110,074 $2.39M 0.06% +2,265 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,025 shares; 2024Q4: 25,168 shares; 2025Q1: 26,047 shares; 2025Q2: 25,790 shares; 2025Q3: 26,450 shares; 2025Q4: 27,605 shares 27,605 $2.38M 0.06% +1,155 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 2,770 shares; 2025Q1: 3,228 shares; 2025Q2: 3,543 shares; 2025Q3: 3,431 shares; 2025Q4: 3,636 shares 3,636 $2.38M 0.06% +205 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,636 shares; 2024Q4: 24,659 shares; 2025Q1: 23,960 shares; 2025Q2: 23,117 shares; 2025Q3: 23,932 shares; 2025Q4: 25,169 shares 25,169 $2.37M 0.06% +1,237 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,883 shares; 2024Q4: 9,041 shares; 2025Q1: 11,202 shares; 2025Q2: 7,414 shares; 2025Q3: 9,352 shares; 2025Q4: 8,487 shares 8,487 $2.35M 0.06% -865 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,638 shares; 2024Q4: 10,989 shares; 2025Q1: 10,164 shares; 2025Q2: 10,321 shares; 2025Q3: 11,114 shares; 2025Q4: 10,134 shares 10,134 $2.34M 0.06% -980 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,039 shares; 2024Q4: 25,495 shares; 2025Q1: 26,168 shares; 2025Q2: 25,394 shares; 2025Q3: 25,446 shares; 2025Q4: 26,678 shares 26,678 $2.33M 0.06% +1,232 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,396 shares; 2024Q4: 27,059 shares; 2025Q1: 26,976 shares; 2025Q2: 27,555 shares; 2025Q3: 29,110 shares; 2025Q4: 33,806 shares 33,806 $2.32M 0.06% +4,696 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,335 shares; 2024Q4: 60,493 shares; 2025Q1: 61,945 shares; 2025Q2: 68,710 shares; 2025Q3: 71,281 shares; 2025Q4: 71,740 shares 71,740 $2.3M 0.06% +459 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 7,754 shares; 2025Q1: 7,828 shares; 2025Q2: 36,068 shares; 2025Q3: 38,794 shares; 2025Q4: 45,283 shares 45,283 $2.29M 0.06% +6,489 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,339 shares; 2024Q4: 19,894 shares; 2025Q1: 18,628 shares; 2025Q2: 16,798 shares; 2025Q3: 22,151 shares; 2025Q4: 20,049 shares 20,049 $2.28M 0.06% -2,102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,835 shares; 2024Q4: 17,805 shares; 2025Q1: 19,836 shares; 2025Q2: 19,911 shares; 2025Q3: 28,122 shares; 2025Q4: 28,446 shares 28,446 $2.26M 0.06% +324 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,242 shares; 2024Q4: 14,703 shares; 2025Q1: 15,242 shares; 2025Q2: 15,757 shares; 2025Q3: 16,091 shares; 2025Q4: 15,895 shares 15,895 $2.25M 0.05% -196 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,294 shares; 2024Q4: 42,664 shares; 2025Q1: 47,543 shares; 2025Q2: 48,119 shares; 2025Q3: 46,925 shares; 2025Q4: 44,510 shares 44,510 $2.23M 0.05% -2,415 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,574 shares; 2024Q4: 195,162 shares; 2025Q1: 268,667 shares; 2025Q2: 79,995 shares; 2025Q3: 61,208 shares; 2025Q4: 54,686 shares 54,686 $2.22M 0.05% -6,522 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,825 shares; 2024Q4: 48,230 shares; 2025Q1: 50,001 shares; 2025Q2: 50,001 shares; 2025Q3: 50,001 shares; 2025Q4: 54,002 shares 54,002 $2.22M 0.05% +4,001 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,069 shares; 2024Q4: 21,241 shares; 2025Q1: 18,178 shares; 2025Q2: 18,721 shares; 2025Q3: 18,716 shares; 2025Q4: 18,631 shares 18,631 $2.19M 0.05% -85 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 3,511 shares; 2025Q1: 3,284 shares; 2025Q2: 4,978 shares; 2025Q3: 4,688 shares; 2025Q4: 3,747 shares 3,747 $2.17M 0.05% -941 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 13,363 shares; 2025Q1: 13,549 shares; 2025Q2: 12,739 shares; 2025Q3: 17,095 shares; 2025Q4: 15,600 shares 15,600 $2.16M 0.05% -1,495 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,057 shares; 2024Q4: 37,026 shares; 2025Q1: 36,629 shares; 2025Q2: 39,751 shares; 2025Q3: 40,201 shares; 2025Q4: 39,938 shares 39,938 $2.15M 0.05% -263 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,361 shares; 2024Q4: 24,026 shares; 2025Q1: 23,569 shares; 2025Q2: 23,054 shares; 2025Q3: 22,458 shares; 2025Q4: 20,756 shares 20,756 $2.15M 0.05% -1,702 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 1,979 shares; 2025Q1: 2,181 shares; 2025Q2: 3,260 shares; 2025Q3: 2,505 shares; 2025Q4: 2,652 shares 2,652 $2.15M 0.05% +147 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,458 shares; 2024Q4: 26,939 shares; 2025Q1: 35,783 shares; 2025Q2: 41,030 shares; 2025Q3: 46,425 shares; 2025Q4: 62,869 shares 62,869 $2.14M 0.05% +16,444 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,849 shares; 2024Q4: 24,289 shares; 2025Q1: 38,145 shares; 2025Q2: 38,014 shares; 2025Q3: 26,093 shares; 2025Q4: 26,034 shares 26,034 $2.13M 0.05% -59 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,067 shares; 2025Q1: 2,422 shares; 2025Q2: 2,827 shares; 2025Q3: 3,602 shares; 2025Q4: 3,749 shares 3,749 $2.12M 0.05% +147 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,424 shares; 2024Q4: 13,777 shares; 2025Q1: 12,012 shares; 2025Q2: 28,511 shares; 2025Q3: 29,383 shares; 2025Q4: 73,486 shares 73,486 $2.12M 0.05% +44,103 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,461 shares; 2024Q4: 14,778 shares; 2025Q1: 15,626 shares; 2025Q2: 15,515 shares; 2025Q3: 13,919 shares; 2025Q4: 13,882 shares 13,882 $2.11M 0.05% -37 Timeline NVDD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,700 shares 54,700 $2.1M 0.05% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 5,815 shares; 2025Q1: 8,598 shares; 2025Q2: 7,510 shares; 2025Q3: 6,946 shares; 2025Q4: 6,900 shares 6,900 $2.08M 0.05% -46 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,282 shares; 2024Q4: 67,301 shares; 2025Q1: 71,699 shares; 2025Q2: 73,781 shares; 2025Q3: 84,000 shares; 2025Q4: 105,843 shares 105,843 $2.07M 0.05% +21,843 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,885 shares; 2024Q4: 270,160 shares; 2025Q1: 262,805 shares; 2025Q2: 263,805 shares; 2025Q3: 258,175 shares; 2025Q4: 263,531 shares 263,531 $2.07M 0.05% +5,356 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,698 shares; 2024Q4: 67,013 shares; 2025Q1: 71,318 shares; 2025Q2: 73,460 shares; 2025Q3: 83,502 shares; 2025Q4: 104,427 shares 104,427 $2.06M 0.05% +20,925 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,711 shares; 2024Q4: 8,301 shares; 2025Q1: 8,009 shares; 2025Q2: 7,766 shares; 2025Q3: 7,704 shares; 2025Q4: 7,605 shares 7,605 $2.05M 0.05% -99 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,075 shares; 2025Q4: 56,697 shares 56,697 $2.03M 0.05% -10,378 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,292 shares; 2024Q4: 19,256 shares; 2025Q1: 17,601 shares; 2025Q2: 17,056 shares; 2025Q3: 17,058 shares; 2025Q4: 17,330 shares 17,330 $2.03M 0.05% +272 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 15,095 shares; 2025Q1: 15,422 shares; 2025Q2: 15,558 shares; 2025Q3: 16,199 shares; 2025Q4: 15,149 shares 15,149 $2.01M 0.05% -1,050 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,619 shares; 2024Q4: 7,288 shares; 2025Q1: 7,237 shares; 2025Q2: 7,530 shares; 2025Q3: 7,573 shares; 2025Q4: 6,926 shares 6,926 $2M 0.05% -647 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,563 shares; 2024Q4: 41,653 shares; 2025Q1: 33,359 shares; 2025Q2: 32,691 shares; 2025Q3: 35,337 shares; 2025Q4: 34,778 shares 34,778 $2M 0.05% -559 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,475 shares; 2024Q4: 115,025 shares; 2025Q1: 119,525 shares; 2025Q2: 112,700 shares; 2025Q3: 128,625 shares; 2025Q4: 83,700 shares 83,700 $1.98M 0.05% -44,925 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,777 shares; 2024Q4: 13,935 shares; 2025Q1: 13,825 shares; 2025Q2: 11,956 shares; 2025Q3: 12,042 shares; 2025Q4: 15,326 shares 15,326 $1.98M 0.05% +3,284 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,050 shares; 2024Q4: 94,968 shares; 2025Q1: 144,392 shares; 2025Q2: 148,576 shares; 2025Q3: 157,213 shares; 2025Q4: 229,876 shares 229,876 $1.97M 0.05% +72,663 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,601 shares; 2024Q4: 125,033 shares; 2025Q1: 124,512 shares; 2025Q2: 98,968 shares; 2025Q3: 71,074 shares; 2025Q4: 75,276 shares 75,276 $1.97M 0.05% +4,202 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,146 shares; 2024Q4: 11,728 shares; 2025Q1: 12,118 shares; 2025Q2: 12,058 shares; 2025Q3: 12,235 shares; 2025Q4: 16,018 shares 16,018 $1.97M 0.05% +3,783 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: 5,573 shares; 2025Q4: 40,574 shares 40,574 $1.96M 0.05% +35,001 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,671 shares; 2024Q4: 19,590 shares; 2025Q1: 19,944 shares; 2025Q2: 19,859 shares; 2025Q3: 23,374 shares; 2025Q4: 53,018 shares 53,018 $1.96M 0.05% +29,644 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,705 shares; 2024Q4: 23,433 shares; 2025Q1: 24,724 shares; 2025Q2: 33,512 shares; 2025Q3: 42,985 shares; 2025Q4: 47,433 shares 47,433 $1.96M 0.05% +4,448 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 13,251 shares; 2025Q1: 14,109 shares; 2025Q2: 14,102 shares; 2025Q3: 14,201 shares; 2025Q4: 16,817 shares 16,817 $1.95M 0.05% +2,616 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,145 shares; 2024Q4: 20,771 shares; 2025Q1: 20,589 shares; 2025Q2: 20,858 shares; 2025Q3: 20,923 shares; 2025Q4: 20,229 shares 20,229 $1.94M 0.05% -694 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,603 shares; 2025Q1: 41,766 shares; 2025Q2: 42,008 shares; 2025Q3: 42,259 shares; 2025Q4: 75,666 shares 75,666 $1.94M 0.05% +33,407 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,664 shares 62,664 $1.93M 0.05% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,375 shares; 2025Q4: 29,638 shares 29,638 $1.92M 0.05% +8,263 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,483 shares; 2024Q4: 16,255 shares; 2025Q1: 17,401 shares; 2025Q2: 18,766 shares; 2025Q3: 20,446 shares; 2025Q4: 20,596 shares 20,596 $1.92M 0.05% +150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,789 shares; 2024Q4: 391,935 shares; 2025Q1: 244,665 shares; 2025Q2: 209,525 shares; 2025Q3: 202,418 shares; 2025Q4: 191,254 shares 191,254 $1.91M 0.05% -11,164 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,661 shares; 2024Q4: 8,736 shares; 2025Q1: 8,851 shares; 2025Q2: 8,928 shares; 2025Q3: 8,727 shares; 2025Q4: 8,664 shares 8,664 $1.9M 0.05% -63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,497 shares; 2024Q4: 5,237 shares; 2025Q1: 5,600 shares; 2025Q2: 5,717 shares; 2025Q3: 5,868 shares; 2025Q4: 5,865 shares 5,865 $1.9M 0.05% -3 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 15,267 shares; 2025Q1: 14,753 shares; 2025Q2: 13,957 shares; 2025Q3: 19,707 shares; 2025Q4: 19,392 shares 19,392 $1.9M 0.05% -315 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,459 shares; 2024Q4: 19,301 shares; 2025Q1: 18,895 shares; 2025Q2: 15,850 shares; 2025Q3: 23,528 shares; 2025Q4: 22,325 shares 22,325 $1.89M 0.05% -1,203 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,579 shares; 2024Q4: 6,687 shares; 2025Q1: 6,553 shares; 2025Q2: 6,477 shares; 2025Q3: 6,419 shares; 2025Q4: 6,466 shares 6,466 $1.88M 0.05% +47 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,777 shares; 2024Q4: 26,004 shares; 2025Q1: 32,268 shares; 2025Q2: 47,172 shares; 2025Q3: 50,175 shares; 2025Q4: 38,116 shares 38,116 $1.87M 0.05% -12,059 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174,613 shares; 2025Q1: 183,433 shares; 2025Q2: 181,933 shares; 2025Q3: 226,863 shares; 2025Q4: 287,728 shares 287,728 $1.87M 0.05% +60,865 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,276 shares; 2024Q4: 10,124 shares; 2025Q1: 15,922 shares; 2025Q2: 18,393 shares; 2025Q3: 19,203 shares; 2025Q4: 19,978 shares 19,978 $1.87M 0.05% +775 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,308 shares; 2024Q4: 51,939 shares; 2025Q1: 50,464 shares; 2025Q2: 49,525 shares; 2025Q3: 49,242 shares; 2025Q4: 45,143 shares 45,143 $1.86M 0.05% -4,099 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,506 shares; 2024Q4: 51,232 shares; 2025Q1: 48,541 shares; 2025Q2: 23,238 shares; 2025Q3: 25,982 shares; 2025Q4: 32,464 shares 32,464 $1.85M 0.05% +6,482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 47,686 shares; 2025Q1: 101,204 shares; 2025Q2: 84,467 shares; 2025Q3: 79,681 shares; 2025Q4: 73,766 shares 73,766 $1.84M 0.04% -5,915 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,473 shares; 2024Q4: 9,579 shares; 2025Q1: 9,515 shares; 2025Q2: 9,853 shares; 2025Q3: 11,108 shares; 2025Q4: 11,357 shares 11,357 $1.83M 0.04% +249 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,818 shares; 2025Q1: 1,835 shares; 2025Q2: 1,916 shares; 2025Q3: 1,991 shares; 2025Q4: 2,074 shares 2,074 $1.82M 0.04% +83 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,867 shares; 2024Q4: 9,751 shares; 2025Q1: 10,632 shares; 2025Q2: 11,594 shares; 2025Q3: 11,659 shares; 2025Q4: 11,845 shares 11,845 $1.82M 0.04% +186 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 3,614 shares; 2025Q1: 3,708 shares; 2025Q2: 4,178 shares; 2025Q3: 4,213 shares; 2025Q4: 3,538 shares 3,538 $1.81M 0.04% -675 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,278 shares; 2024Q4: 44,188 shares; 2025Q1: 65,300 shares; 2025Q2: 68,781 shares; 2025Q3: 74,796 shares; 2025Q4: 76,200 shares 76,200 $1.8M 0.04% +1,404 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 5,652 shares; 2025Q1: 5,679 shares; 2025Q2: 5,579 shares; 2025Q3: 5,543 shares; 2025Q4: 5,559 shares 5,559 $1.8M 0.04% +16 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,848 shares; 2024Q4: 18,478 shares; 2025Q1: 18,467 shares; 2025Q2: 18,363 shares; 2025Q3: 18,041 shares; 2025Q4: 16,228 shares 16,228 $1.79M 0.04% -1,813 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,494 shares; 2024Q4: 13,828 shares; 2025Q1: 10,020 shares; 2025Q2: 16,344 shares; 2025Q3: 15,951 shares; 2025Q4: 15,732 shares 15,732 $1.79M 0.04% -219 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,979 shares; 2024Q4: 52,620 shares; 2025Q1: 48,384 shares; 2025Q2: 49,612 shares; 2025Q3: 56,058 shares; 2025Q4: 61,840 shares 61,840 $1.78M 0.04% +5,782 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,489 shares; 2025Q4: 50,375 shares 50,375 $1.77M 0.04% +30,886 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 7,340 shares; 2025Q1: 8,030 shares; 2025Q2: 7,464 shares; 2025Q3: 8,108 shares; 2025Q4: 7,824 shares 7,824 $1.77M 0.04% -284 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,816 shares; 2025Q1: 9,819 shares; 2025Q2: 10,021 shares; 2025Q3: 10,107 shares; 2025Q4: 10,875 shares 10,875 $1.75M 0.04% +768 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,696 shares; 2024Q4: 36,009 shares; 2025Q1: 33,062 shares; 2025Q2: 34,596 shares; 2025Q3: 36,739 shares; 2025Q4: 38,712 shares 38,712 $1.75M 0.04% +1,973 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 5,957 shares; 2025Q1: 6,020 shares; 2025Q2: 5,859 shares; 2025Q3: 5,951 shares; 2025Q4: 6,358 shares 6,358 $1.75M 0.04% +407 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 1,360 shares; 2025Q1: 1,160 shares; 2025Q2: 1,218 shares; 2025Q3: 1,297 shares; 2025Q4: 1,432 shares 1,432 $1.74M 0.04% +135 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,640 shares; 2025Q2: 8,795 shares; 2025Q3: 9,214 shares; 2025Q4: 9,381 shares 9,381 $1.73M 0.04% +167 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 4,023 shares; 2025Q1: 4,557 shares; 2025Q2: 4,743 shares; 2025Q3: 5,524 shares; 2025Q4: 5,542 shares 5,542 $1.73M 0.04% +18 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,025 shares; 2024Q4: 17,492 shares; 2025Q1: 14,514 shares; 2025Q2: 14,518 shares; 2025Q3: 8,141 shares; 2025Q4: 8,171 shares 8,171 $1.71M 0.04% +30 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,900 shares; 2024Q4: 23,941 shares; 2025Q1: 23,080 shares; 2025Q2: 26,968 shares; 2025Q3: 27,564 shares; 2025Q4: 28,289 shares 28,289 $1.7M 0.04% +725 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,525 shares; 2024Q4: 10,087 shares; 2025Q1: 10,087 shares; 2025Q2: 10,429 shares; 2025Q3: 10,035 shares; 2025Q4: 19,592 shares 19,592 $1.67M 0.04% +9,557 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,688 shares; 2024Q4: 44,204 shares; 2025Q1: 54,962 shares; 2025Q2: 47,988 shares; 2025Q3: 47,642 shares; 2025Q4: 47,794 shares 47,794 $1.66M 0.04% +152 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,300 shares; 2024Q4: 49,408 shares; 2025Q1: 50,050 shares; 2025Q2: 44,580 shares; 2025Q3: 44,430 shares; 2025Q4: 45,563 shares 45,563 $1.66M 0.04% +1,133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 12,097 shares; 2025Q1: 12,929 shares; 2025Q2: 20,969 shares; 2025Q3: 32,367 shares; 2025Q4: 31,914 shares 31,914 $1.65M 0.04% -453 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 5,274 shares; 2025Q1: 12,601 shares; 2025Q2: 12,509 shares; 2025Q3: 14,384 shares; 2025Q4: 10,627 shares 10,627 $1.64M 0.04% -3,757 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,322 shares; 2024Q4: 36,226 shares; 2025Q1: 35,397 shares; 2025Q2: 31,880 shares; 2025Q3: 31,214 shares; 2025Q4: 22,543 shares 22,543 $1.64M 0.04% -8,671 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,875 shares; 2024Q4: 67,362 shares; 2025Q1: 69,669 shares; 2025Q2: 80,797 shares; 2025Q3: 84,077 shares; 2025Q4: 86,883 shares 86,883 $1.64M 0.04% +2,806 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,156 shares; 2024Q4: 17,893 shares; 2025Q1: 16,979 shares; 2025Q2: 17,064 shares; 2025Q3: 17,240 shares; 2025Q4: 16,677 shares 16,677 $1.63M 0.04% -563 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,700 shares; 2024Q4: 11,454 shares; 2025Q1: 21,725 shares; 2025Q2: 9,751 shares; 2025Q3: 9,839 shares; 2025Q4: 25,525 shares 25,525 $1.63M 0.04% +15,686 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,651 shares; 2024Q4: 20,572 shares; 2025Q1: 19,859 shares; 2025Q2: 20,511 shares; 2025Q3: 20,177 shares; 2025Q4: 21,422 shares 21,422 $1.62M 0.04% +1,245 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,310 shares; 2024Q4: 13,255 shares; 2025Q1: 13,519 shares; 2025Q2: 15,759 shares; 2025Q3: 17,473 shares; 2025Q4: 17,527 shares 17,527 $1.61M 0.04% +54 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,976 shares; 2024Q4: 7,200 shares; 2025Q1: 7,547 shares; 2025Q2: 7,763 shares; 2025Q3: 8,025 shares; 2025Q4: 47,205 shares 47,205 $1.6M 0.04% +39,180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 4,194 shares; 2025Q1: 4,439 shares; 2025Q2: 4,422 shares; 2025Q3: 5,479 shares; 2025Q4: 5,737 shares 5,737 $1.59M 0.04% +258 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,993 shares; 2024Q4: 14,657 shares; 2025Q1: 11,465 shares; 2025Q2: 8,510 shares; 2025Q3: 8,178 shares; 2025Q4: 36,761 shares 36,761 $1.59M 0.04% +28,583 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 8,708 shares; 2025Q1: 10,142 shares; 2025Q2: 10,250 shares; 2025Q3: 10,404 shares; 2025Q4: 12,447 shares 12,447 $1.59M 0.04% +2,043 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,236 shares; 2024Q4: 25,141 shares; 2025Q1: 24,963 shares; 2025Q2: 25,168 shares; 2025Q3: 25,826 shares; 2025Q4: 26,523 shares 26,523 $1.59M 0.04% +697 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 8,785 shares; 2025Q1: 7,594 shares; 2025Q2: 9,729 shares; 2025Q3: 7,817 shares; 2025Q4: 7,198 shares 7,198 $1.58M 0.04% -619 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 6,662 shares; 2025Q1: 6,745 shares; 2025Q2: 6,873 shares; 2025Q3: 7,445 shares; 2025Q4: 8,875 shares 8,875 $1.58M 0.04% +1,430 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,141 shares; 2025Q1: 1,110 shares; 2025Q2: 1,252 shares; 2025Q3: 1,398 shares; 2025Q4: 1,468 shares 1,468 $1.57M 0.04% +70 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,517 shares; 2024Q4: 29,348 shares; 2025Q1: 35,011 shares; 2025Q2: 75,319 shares; 2025Q3: 81,389 shares; 2025Q4: 59,259 shares 59,259 $1.55M 0.04% -22,130 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,020 shares; 2024Q4: 64,892 shares; 2025Q1: 58,201 shares; 2025Q2: 56,984 shares; 2025Q3: 54,908 shares; 2025Q4: 57,112 shares 57,112 $1.55M 0.04% +2,204 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,563 shares; 2025Q1: 2,598 shares; 2025Q2: 2,747 shares; 2025Q3: 2,642 shares; 2025Q4: 2,720 shares 2,720 $1.55M 0.04% +78 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 4,330 shares; 2025Q1: 4,148 shares; 2025Q2: 4,894 shares; 2025Q3: 5,050 shares; 2025Q4: 17,977 shares 17,977 $1.55M 0.04% +12,927 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,674 shares; 2024Q4: 9,310 shares; 2025Q1: 9,839 shares; 2025Q2: 9,105 shares; 2025Q3: 10,663 shares; 2025Q4: 10,556 shares 10,556 $1.55M 0.04% -107 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,818 shares; 2024Q4: 438,542 shares; 2025Q1: 612,222 shares; 2025Q2: 143,093 shares; 2025Q3: 98,270 shares; 2025Q4: 87,499 shares 87,499 $1.55M 0.04% -10,771 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,578 shares; 2024Q4: 7,555 shares; 2025Q1: 9,319 shares; 2025Q2: 9,315 shares; 2025Q3: 9,319 shares; 2025Q4: 9,324 shares 9,324 $1.55M 0.04% +5 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,750 shares; 2024Q4: 13,146 shares; 2025Q1: 13,332 shares; 2025Q2: 13,293 shares; 2025Q3: 13,323 shares; 2025Q4: 13,393 shares 13,393 $1.54M 0.04% +70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,569 shares; 2024Q4: 13,069 shares; 2025Q1: 13,069 shares; 2025Q2: 12,948 shares; 2025Q3: 12,617 shares; 2025Q4: 12,617 shares 12,617 $1.54M 0.04% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,194 shares; 2024Q4: 11,412 shares; 2025Q1: 11,067 shares; 2025Q2: 13,643 shares; 2025Q3: 16,204 shares; 2025Q4: 17,066 shares 17,066 $1.54M 0.04% +862 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,890 shares; 2024Q4: 10,923 shares; 2025Q1: 16,230 shares; 2025Q2: 16,691 shares; 2025Q3: 16,691 shares; 2025Q4: 17,993 shares 17,993 $1.52M 0.04% +1,302 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,398 shares; 2025Q2: 10,348 shares; 2025Q3: 10,624 shares; 2025Q4: 10,576 shares 10,576 $1.52M 0.04% -48 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,757 shares; 2024Q4: 10,181 shares; 2025Q1: 8,576 shares; 2025Q2: 9,749 shares; 2025Q3: 6,321 shares; 2025Q4: 5,621 shares 5,621 $1.51M 0.04% -700 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,917 shares 86,917 $1.51M 0.04% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,067 shares 8,067 $1.5M 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,465 shares; 2024Q4: 54,430 shares; 2025Q1: 84,101 shares; 2025Q2: 34,293 shares; 2025Q3: 34,290 shares; 2025Q4: 35,140 shares 35,140 $1.5M 0.04% +850 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,327 shares; 2024Q4: 6,531 shares; 2025Q1: 6,419 shares; 2025Q2: 5,867 shares; 2025Q3: 5,588 shares; 2025Q4: 5,826 shares 5,826 $1.5M 0.04% +238 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,827 shares; 2024Q4: 25,951 shares; 2025Q1: 33,932 shares; 2025Q2: 27,767 shares; 2025Q3: 30,207 shares; 2025Q4: 36,245 shares 36,245 $1.49M 0.04% +6,038 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 13,176 shares; 2025Q1: 13,102 shares; 2025Q2: 12,293 shares; 2025Q3: 12,174 shares; 2025Q4: 11,724 shares 11,724 $1.49M 0.04% -450 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 5,041 shares; 2025Q1: 5,003 shares; 2025Q2: 4,283 shares; 2025Q3: 4,185 shares; 2025Q4: 14,734 shares 14,734 $1.49M 0.04% +10,549 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,055 shares; 2024Q4: 11,767 shares; 2025Q1: 8,683 shares; 2025Q2: 7,744 shares; 2025Q3: 7,752 shares; 2025Q4: 7,201 shares 7,201 $1.48M 0.04% -551 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,680 shares; 2024Q4: 9,090 shares; 2025Q1: 9,100 shares; 2025Q2: 9,021 shares; 2025Q3: 8,975 shares; 2025Q4: 8,876 shares 8,876 $1.48M 0.04% -99 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,227 shares; 2024Q4: 63,349 shares; 2025Q1: 62,844 shares; 2025Q2: 36,965 shares; 2025Q3: 32,261 shares; 2025Q4: 32,659 shares 32,659 $1.47M 0.04% +398 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,655 shares; 2024Q4: 20,131 shares; 2025Q1: 19,927 shares; 2025Q2: 19,966 shares; 2025Q3: 19,826 shares; 2025Q4: 19,846 shares 19,846 $1.47M 0.04% +20 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,978 shares; 2024Q4: 47,216 shares; 2025Q1: 74,434 shares; 2025Q2: 48,033 shares; 2025Q3: 81,003 shares; 2025Q4: 72,123 shares 72,123 $1.47M 0.04% -8,880 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,427 shares; 2025Q1: 5,502 shares; 2025Q2: 8,281 shares; 2025Q3: 9,459 shares; 2025Q4: 10,420 shares 10,420 $1.47M 0.04% +961 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,937 shares; 2024Q4: 19,636 shares; 2025Q1: 12,941 shares; 2025Q2: 31,690 shares; 2025Q3: 39,518 shares; 2025Q4: 46,091 shares 46,091 $1.46M 0.04% +6,573 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,377 shares; 2024Q4: 14,541 shares; 2025Q1: 14,552 shares; 2025Q2: 13,561 shares; 2025Q3: 17,453 shares; 2025Q4: 18,324 shares 18,324 $1.46M 0.04% +871 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,697 shares; 2024Q4: 17,974 shares; 2025Q1: 19,631 shares; 2025Q2: 19,817 shares; 2025Q3: 19,228 shares; 2025Q4: 27,770 shares 27,770 $1.46M 0.04% +8,542 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,117 shares; 2024Q4: 50,104 shares; 2025Q1: 50,128 shares; 2025Q2: 49,858 shares; 2025Q3: 57,316 shares; 2025Q4: 58,190 shares 58,190 $1.46M 0.04% +874 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,324 shares; 2024Q4: 199,537 shares; 2025Q1: 192,789 shares; 2025Q2: 186,704 shares; 2025Q3: 171,125 shares; 2025Q4: 165,239 shares 165,239 $1.46M 0.04% -5,886 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,990 shares 41,990 $1.46M 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,921 shares; 2024Q4: 60,357 shares; 2025Q1: 63,184 shares; 2025Q2: 69,581 shares; 2025Q3: 71,681 shares; 2025Q4: 74,606 shares 74,606 $1.44M 0.04% +2,925 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,446 shares; 2024Q4: 9,076 shares; 2025Q1: 8,483 shares; 2025Q2: 8,523 shares; 2025Q3: 8,377 shares; 2025Q4: 10,139 shares 10,139 $1.43M 0.03% +1,762 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,168 shares; 2024Q4: 9,662 shares; 2025Q1: 10,102 shares; 2025Q2: 9,504 shares; 2025Q3: 9,112 shares; 2025Q4: 9,295 shares 9,295 $1.42M 0.03% +183 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,572 shares; 2024Q4: 37,706 shares; 2025Q1: 48,074 shares; 2025Q2: 51,221 shares; 2025Q3: 52,221 shares; 2025Q4: 51,383 shares 51,383 $1.42M 0.03% -838 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,610 shares; 2024Q4: 14,704 shares; 2025Q1: 14,180 shares; 2025Q2: 20,613 shares; 2025Q3: 25,827 shares; 2025Q4: 26,310 shares 26,310 $1.42M 0.03% +483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,481 shares; 2024Q4: 31,120 shares; 2025Q1: 28,118 shares; 2025Q2: 29,795 shares; 2025Q3: 31,187 shares; 2025Q4: 30,808 shares 30,808 $1.41M 0.03% -379 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 5,866 shares; 2025Q1: 6,222 shares; 2025Q2: 5,842 shares; 2025Q3: 6,948 shares; 2025Q4: 6,540 shares 6,540 $1.4M 0.03% -408 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,660 shares; 2024Q4: 88,288 shares; 2025Q1: 86,934 shares; 2025Q2: 83,720 shares; 2025Q3: 82,757 shares; 2025Q4: 47,386 shares 47,386 $1.4M 0.03% -35,371 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,557 shares 84,557 $1.4M 0.03% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 40,276 shares; 2025Q1: 20,316 shares; 2025Q2: 20,528 shares; 2025Q3: 20,651 shares; 2025Q4: 19,187 shares 19,187 $1.39M 0.03% -1,464 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,500 shares; 2025Q1: 5,756 shares; 2025Q2: 4,768 shares; 2025Q3: 4,237 shares; 2025Q4: 3,535 shares 3,535 $1.38M 0.03% -702 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,116 shares; 2024Q4: 81,916 shares; 2025Q1: 81,916 shares; 2025Q2: 82,256 shares; 2025Q3: 82,843 shares; 2025Q4: 73,643 shares 73,643 $1.37M 0.03% -9,200 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,250 shares; 2024Q4: 20,723 shares; 2025Q1: 14,333 shares; 2025Q2: 10,130 shares; 2025Q3: 12,198 shares; 2025Q4: 11,948 shares 11,948 $1.36M 0.03% -250 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,841 shares; 2024Q4: 105,135 shares; 2025Q1: 102,024 shares; 2025Q2: 85,051 shares; 2025Q3: 77,143 shares; 2025Q4: 47,694 shares 47,694 $1.36M 0.03% -29,449 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,879 shares; 2024Q4: 17,733 shares; 2025Q1: 10,382 shares; 2025Q2: 9,513 shares; 2025Q3: 13,726 shares; 2025Q4: 43,681 shares 43,681 $1.36M 0.03% +29,955 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,101 shares; 2024Q4: 10,421 shares; 2025Q1: 17,089 shares; 2025Q2: 16,951 shares; 2025Q3: 16,290 shares; 2025Q4: 16,329 shares 16,329 $1.35M 0.03% +39 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,172 shares; 2024Q4: 35,883 shares; 2025Q1: 31,379 shares; 2025Q2: 29,631 shares; 2025Q3: 23,049 shares; 2025Q4: 23,987 shares 23,987 $1.35M 0.03% +938 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,166 shares; 2024Q4: 19,680 shares; 2025Q1: 18,464 shares; 2025Q2: 20,070 shares; 2025Q3: 20,113 shares; 2025Q4: 20,537 shares 20,537 $1.35M 0.03% +424 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,893 shares; 2025Q2: 54,788 shares; 2025Q3: 58,345 shares; 2025Q4: 61,141 shares 61,141 $1.34M 0.03% +2,796 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,480 shares; 2024Q4: 55,460 shares; 2025Q1: 49,732 shares; 2025Q2: 34,096 shares; 2025Q3: 24,221 shares; 2025Q4: 20,502 shares 20,502 $1.33M 0.03% -3,719 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,532 shares; 2024Q4: 35,909 shares; 2025Q1: 22,288 shares; 2025Q2: 9,723 shares; 2025Q3: 18,407 shares; 2025Q4: 17,965 shares 17,965 $1.33M 0.03% -442 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 11,176 shares; 2025Q1: 13,280 shares; 2025Q2: 14,697 shares; 2025Q3: 14,901 shares; 2025Q4: 15,378 shares 15,378 $1.31M 0.03% +477 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,998 shares; 2024Q4: 27,748 shares; 2025Q1: 24,388 shares; 2025Q2: 23,175 shares; 2025Q3: 24,652 shares; 2025Q4: 21,021 shares 21,021 $1.31M 0.03% -3,631 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,629 shares; 2024Q4: 26,388 shares; 2025Q1: 33,278 shares; 2025Q2: 35,910 shares; 2025Q3: 37,419 shares; 2025Q4: 51,211 shares 51,211 $1.3M 0.03% +13,792 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 14,608 shares; 2025Q1: 14,484 shares; 2025Q2: 13,545 shares; 2025Q3: 13,519 shares; 2025Q4: 13,369 shares 13,369 $1.3M 0.03% -150 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 4,188 shares; 2025Q1: 4,141 shares; 2025Q2: 5,011 shares; 2025Q3: 5,027 shares; 2025Q4: 4,932 shares 4,932 $1.29M 0.03% -95 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,764 shares; 2025Q2: 5,750 shares; 2025Q3: 5,966 shares; 2025Q4: 5,938 shares 5,938 $1.29M 0.03% -28 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 10,398 shares; 2025Q1: 13,348 shares; 2025Q2: 21,160 shares; 2025Q3: 22,184 shares; 2025Q4: 24,503 shares 24,503 $1.29M 0.03% +2,319 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,145 shares; 2024Q4: 36,267 shares; 2025Q1: 50,267 shares; 2025Q2: 51,317 shares; 2025Q3: 62,024 shares; 2025Q4: 60,524 shares 60,524 $1.29M 0.03% -1,500 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,371 shares 48,371 $1.28M 0.03% new Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,296 shares 45,296 $1.28M 0.03% new Timeline PSCU INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,040 shares; 2025Q4: 22,259 shares 22,259 $1.28M 0.03% +12,219 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,416 shares; 2024Q4: 3,125 shares; 2025Q1: 5,931 shares; 2025Q2: 5,734 shares; 2025Q3: 10,832 shares; 2025Q4: 9,758 shares 9,758 $1.27M 0.03% -1,074 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,869 shares 34,869 $1.27M 0.03% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,388 shares; 2024Q4: 27,688 shares; 2025Q1: 27,688 shares; 2025Q2: 27,688 shares; 2025Q3: 27,688 shares; 2025Q4: 27,688 shares 27,688 $1.27M 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,558 shares; 2025Q1: 28,751 shares; 2025Q2: 28,298 shares; 2025Q3: 23,899 shares; 2025Q4: 33,875 shares 33,875 $1.26M 0.03% +9,976 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,394 shares; 2024Q4: 18,835 shares; 2025Q1: 16,656 shares; 2025Q2: 16,575 shares; 2025Q3: 16,955 shares; 2025Q4: 17,137 shares 17,137 $1.26M 0.03% +182 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 4,426 shares; 2025Q1: 2,529 shares; 2025Q2: 2,642 shares; 2025Q3: 2,634 shares; 2025Q4: 2,199 shares 2,199 $1.25M 0.03% -435 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,720 shares; 2025Q3: 25,809 shares; 2025Q4: 24,519 shares 24,519 $1.25M 0.03% -1,290 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,614 shares; 2025Q3: 12,927 shares; 2025Q4: 12,727 shares 12,727 $1.24M 0.03% -200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,061 shares; 2025Q1: 3,578 shares; 2025Q2: 3,356 shares; 2025Q3: 3,844 shares; 2025Q4: 3,470 shares 3,470 $1.24M 0.03% -374 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 4,729 shares; 2025Q1: 4,658 shares; 2025Q2: 4,519 shares; 2025Q3: 4,136 shares; 2025Q4: 3,528 shares 3,528 $1.23M 0.03% -608 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,429 shares; 2025Q1: 3,377 shares; 2025Q2: 3,327 shares; 2025Q3: 3,353 shares; 2025Q4: 2,886 shares 2,886 $1.23M 0.03% -467 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,390 shares; 2024Q4: 26,653 shares; 2025Q1: 23,147 shares; 2025Q2: 35,527 shares; 2025Q3: 14,778 shares; 2025Q4: 27,134 shares 27,134 $1.23M 0.03% +12,356 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,485 shares; 2024Q4: 17,196 shares; 2025Q1: 11,755 shares; 2025Q2: 16,722 shares; 2025Q3: 14,852 shares; 2025Q4: 23,484 shares 23,484 $1.22M 0.03% +8,632 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,168 shares; 2024Q4: 13,730 shares; 2025Q1: 12,611 shares; 2025Q2: 12,813 shares; 2025Q3: 9,950 shares; 2025Q4: 9,571 shares 9,571 $1.22M 0.03% -379 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 11,200 shares; 2025Q1: 15,552 shares; 2025Q2: 15,339 shares; 2025Q3: 14,784 shares; 2025Q4: 14,814 shares 14,814 $1.22M 0.03% +30 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,594 shares; 2025Q4: 50,152 shares 50,152 $1.22M 0.03% +3,558 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,814 shares 24,814 $1.21M 0.03% new Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,342 shares; 2024Q4: 22,077 shares; 2025Q1: 29,771 shares; 2025Q2: 32,251 shares; 2025Q3: 27,742 shares; 2025Q4: 25,989 shares 25,989 $1.2M 0.03% -1,753 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,729 shares; 2024Q4: 32,231 shares; 2025Q1: 30,731 shares; 2025Q2: 30,635 shares; 2025Q3: 26,977 shares; 2025Q4: 22,992 shares 22,992 $1.2M 0.03% -3,985 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 5,126 shares; 2025Q1: 3,446 shares; 2025Q2: 3,276 shares; 2025Q3: 3,435 shares; 2025Q4: 3,981 shares 3,981 $1.2M 0.03% +546 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,867 shares; 2025Q1: 2,294 shares; 2025Q2: 4,433 shares; 2025Q3: 4,429 shares; 2025Q4: 4,933 shares 4,933 $1.2M 0.03% +504 Timeline NDIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,650 shares; 2025Q1: 15,150 shares; 2025Q2: 16,250 shares; 2025Q3: 33,505 shares; 2025Q4: 40,030 shares 40,030 $1.19M 0.03% +6,525 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: not reported; 2025Q1: 773 shares; 2025Q2: 1,416 shares; 2025Q3: 4,159 shares; 2025Q4: 4,652 shares 4,652 $1.19M 0.03% +493 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,313 shares 12,313 $1.19M 0.03% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,416 shares; 2024Q4: 131,182 shares; 2025Q1: 29,110 shares; 2025Q2: 27,149 shares; 2025Q3: 26,877 shares; 2025Q4: 26,703 shares 26,703 $1.18M 0.03% -174 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128,821 shares; 2025Q2: 105,473 shares; 2025Q3: not reported; 2025Q4: 31,583 shares 31,583 $1.18M 0.03% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,952 shares; 2024Q4: 99,498 shares; 2025Q1: 87,664 shares; 2025Q2: 93,185 shares; 2025Q3: 18,119 shares; 2025Q4: 23,209 shares 23,209 $1.17M 0.03% +5,090 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,128 shares; 2024Q4: 47,887 shares; 2025Q1: 44,765 shares; 2025Q2: 42,937 shares; 2025Q3: 42,900 shares; 2025Q4: 27,306 shares 27,306 $1.17M 0.03% -15,594 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 3,900 shares; 2025Q1: 3,971 shares; 2025Q2: 3,805 shares; 2025Q3: 4,092 shares; 2025Q4: 4,041 shares 4,041 $1.17M 0.03% -51 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,932 shares; 2024Q4: 5,534 shares; 2025Q1: 4,351 shares; 2025Q2: 7,337 shares; 2025Q3: 8,001 shares; 2025Q4: 11,413 shares 11,413 $1.17M 0.03% +3,412 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,348 shares; 2025Q3: 12,231 shares; 2025Q4: 10,933 shares 10,933 $1.16M 0.03% -1,298 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,969 shares 76,969 $1.15M 0.03% new Timeline