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: 26,619 shares; 2024Q4: 26,607 shares; 2025Q1: 26,546 shares; 2025Q2: 26,503 shares; 2025Q3: 26,531 shares; 2025Q4: 26,098 shares 26,098 $15M 4.57% -433 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: 117,210 shares; 2024Q4: 117,546 shares; 2025Q1: 117,575 shares; 2025Q2: 120,044 shares; 2025Q3: 121,430 shares; 2025Q4: 124,250 shares 124,250 $13.3M 4.05% +2,820 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,810 shares; 2024Q4: 141,816 shares; 2025Q1: 143,876 shares; 2025Q2: 144,872 shares; 2025Q3: 149,292 shares; 2025Q4: 152,138 shares 152,138 $12.2M 3.73% +2,846 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: 177,262 shares; 2024Q4: 185,253 shares; 2025Q1: 183,083 shares; 2025Q2: 165,004 shares; 2025Q3: 196,277 shares; 2025Q4: 198,406 shares 198,406 $10M 3.07% +2,129 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: 129,832 shares; 2024Q4: 135,497 shares; 2025Q1: 136,189 shares; 2025Q2: 140,868 shares; 2025Q3: 147,540 shares; 2025Q4: 152,032 shares 152,032 $8.64M 2.64% +4,492 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: 85,886 shares; 2024Q4: 90,516 shares; 2025Q1: 93,933 shares; 2025Q2: 103,160 shares; 2025Q3: 104,236 shares; 2025Q4: 110,259 shares 110,259 $7.1M 2.17% +6,023 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,521 shares; 2024Q4: 40,361 shares; 2025Q1: 40,499 shares; 2025Q2: 40,844 shares; 2025Q3: 42,109 shares; 2025Q4: 44,595 shares 44,595 $6.31M 1.93% +2,486 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,443 shares; 2024Q4: 95,086 shares; 2025Q1: 103,257 shares; 2025Q2: 106,852 shares; 2025Q3: 113,650 shares; 2025Q4: 124,108 shares 124,108 $6.17M 1.88% +10,458 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,337 shares; 2024Q4: 21,617 shares; 2025Q1: 20,827 shares; 2025Q2: 19,418 shares; 2025Q3: 19,581 shares; 2025Q4: 19,607 shares 19,607 $5.33M 1.63% +26 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,650 shares; 2024Q4: 99,629 shares; 2025Q1: 129,061 shares; 2025Q2: 150,266 shares; 2025Q3: 189,136 shares; 2025Q4: 214,225 shares 214,225 $5.12M 1.56% +25,089 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: 21,796 shares; 2024Q4: 24,009 shares; 2025Q1: 24,668 shares; 2025Q2: 26,645 shares; 2025Q3: 27,343 shares; 2025Q4: 27,322 shares 27,322 $5.1M 1.56% -21 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: 58,058 shares; 2024Q4: 61,446 shares; 2025Q1: 65,309 shares; 2025Q2: 69,438 shares; 2025Q3: 67,710 shares; 2025Q4: 68,521 shares 68,521 $5.08M 1.55% +811 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: 28,316 shares; 2024Q4: 30,039 shares; 2025Q1: 29,885 shares; 2025Q2: 31,221 shares; 2025Q3: 31,930 shares; 2025Q4: 32,376 shares 32,376 $4.93M 1.51% +446 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: 146,959 shares; 2024Q4: 152,564 shares; 2025Q1: 152,475 shares; 2025Q2: 155,887 shares; 2025Q3: 173,216 shares; 2025Q4: 189,497 shares 189,497 $4.88M 1.49% +16,281 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: 9,557 shares; 2024Q4: 10,171 shares; 2025Q1: 9,770 shares; 2025Q2: 9,436 shares; 2025Q3: 9,176 shares; 2025Q4: 9,819 shares 9,819 $4.75M 1.45% +643 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: 80,005 shares; 2024Q4: 83,003 shares; 2025Q1: 85,135 shares; 2025Q2: 87,176 shares; 2025Q3: 88,487 shares; 2025Q4: 95,584 shares 95,584 $4.13M 1.26% +7,097 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: 5,420 shares; 2024Q4: 6,756 shares; 2025Q1: 6,071 shares; 2025Q2: 5,825 shares; 2025Q3: 6,607 shares; 2025Q4: 6,576 shares 6,576 $4.12M 1.26% -31 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,834 shares; 2024Q4: 5,863 shares; 2025Q1: 5,813 shares; 2025Q2: 5,914 shares; 2025Q3: 5,858 shares; 2025Q4: 6,506 shares 6,506 $4M 1.22% +648 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: 9,742 shares; 2024Q4: 9,998 shares; 2025Q1: 10,518 shares; 2025Q2: 9,546 shares; 2025Q3: 9,890 shares; 2025Q4: 9,970 shares 9,970 $3.95M 1.21% +80 Timeline FLRT 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: 100,671 shares; 2024Q4: 75,981 shares; 2025Q1: 105,107 shares; 2025Q2: 94,193 shares; 2025Q3: 84,529 shares; 2025Q4: 83,382 shares 83,382 $3.93M 1.2% -1,147 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: 12,101 shares; 2024Q4: 13,465 shares; 2025Q1: 12,864 shares; 2025Q2: 14,217 shares; 2025Q3: 14,816 shares; 2025Q4: 15,160 shares 15,160 $3.5M 1.07% +344 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: 5,082 shares; 2024Q4: 5,511 shares; 2025Q1: 5,576 shares; 2025Q2: 6,027 shares; 2025Q3: 6,165 shares; 2025Q4: 6,528 shares 6,528 $3.18M 0.97% +363 Timeline USRT 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: 41,734 shares; 2024Q4: 42,439 shares; 2025Q1: 43,408 shares; 2025Q2: 44,226 shares; 2025Q3: 47,871 shares; 2025Q4: 50,155 shares 50,155 $2.86M 0.87% +2,284 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: 17,927 shares; 2024Q4: 18,136 shares; 2025Q1: 18,656 shares; 2025Q2: 18,452 shares; 2025Q3: 18,997 shares; 2025Q4: 18,871 shares 18,871 $2.71M 0.83% -126 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: 4,668 shares; 2024Q4: 5,026 shares; 2025Q1: 4,948 shares; 2025Q2: 4,850 shares; 2025Q3: 5,200 shares; 2025Q4: 5,240 shares 5,240 $2.63M 0.8% +40 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: 16,279 shares; 2024Q4: 19,310 shares; 2025Q1: 21,539 shares; 2025Q2: 22,211 shares; 2025Q3: 22,547 shares; 2025Q4: 24,484 shares 24,484 $2.51M 0.77% +1,937 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,542 shares; 2024Q4: 49,353 shares; 2025Q1: 50,662 shares; 2025Q2: 49,927 shares; 2025Q3: 49,833 shares; 2025Q4: 47,747 shares 47,747 $2.47M 0.75% -2,086 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: 31,054 shares; 2024Q4: 36,302 shares; 2025Q1: 39,161 shares; 2025Q2: 40,369 shares; 2025Q3: 42,555 shares; 2025Q4: 42,463 shares 42,463 $2.43M 0.74% -92 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: 26,562 shares; 2024Q4: 21,446 shares; 2025Q1: 21,865 shares; 2025Q2: 22,583 shares; 2025Q3: 14,046 shares; 2025Q4: 13,540 shares 13,540 $2.41M 0.74% -506 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: 22,666 shares; 2024Q4: 37,705 shares; 2025Q1: 23,512 shares; 2025Q2: 23,744 shares; 2025Q3: 25,710 shares; 2025Q4: 25,378 shares 25,378 $2.32M 0.71% -332 Timeline PSFF 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: 77,125 shares; 2024Q4: 84,430 shares; 2025Q1: 80,827 shares; 2025Q2: 78,379 shares; 2025Q3: 72,203 shares; 2025Q4: 71,640 shares 71,640 $2.32M 0.71% -563 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: 107,958 shares; 2024Q4: 108,525 shares; 2025Q1: 114,622 shares; 2025Q2: 116,743 shares; 2025Q3: 125,185 shares; 2025Q4: 122,698 shares 122,698 $2.24M 0.68% -2,487 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,240 shares; 2025Q3: 102,374 shares; 2025Q4: 110,790 shares 110,790 $2.23M 0.68% +8,416 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,671 shares; 2024Q4: 22,137 shares; 2025Q1: 38,626 shares; 2025Q2: 37,824 shares; 2025Q3: 46,515 shares; 2025Q4: 43,462 shares 43,462 $2.21M 0.68% -3,053 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: 3,077 shares; 2024Q4: 3,208 shares; 2025Q1: 3,133 shares; 2025Q2: 3,189 shares; 2025Q3: 3,233 shares; 2025Q4: 3,206 shares 3,206 $2.12M 0.65% -27 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: 2,653 shares; 2024Q4: 2,634 shares; 2025Q1: 2,618 shares; 2025Q2: 2,828 shares; 2025Q3: 2,840 shares; 2025Q4: 3,038 shares 3,038 $2.07M 0.63% +198 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,872 shares; 2024Q4: 144,565 shares; 2025Q1: 159,164 shares; 2025Q2: 163,923 shares; 2025Q3: 179,957 shares; 2025Q4: 178,945 shares 178,945 $2.06M 0.63% -1,012 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,446 shares; 2025Q1: 75,767 shares; 2025Q2: 103,269 shares; 2025Q3: 107,603 shares; 2025Q4: 113,225 shares 113,225 $2M 0.61% +5,622 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: 5,360 shares; 2024Q4: 5,353 shares; 2025Q1: 5,340 shares; 2025Q2: 5,555 shares; 2025Q3: 5,643 shares; 2025Q4: 5,681 shares 5,681 $1.99M 0.61% +38 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: 5,769 shares; 2024Q4: 5,786 shares; 2025Q1: 6,951 shares; 2025Q2: 7,310 shares; 2025Q3: 6,642 shares; 2025Q4: 13,591 shares 13,591 $1.96M 0.6% +6,949 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 12,334 shares; 2025Q1: 12,524 shares; 2025Q2: 12,644 shares; 2025Q3: 14,495 shares; 2025Q4: 15,514 shares 15,514 $1.92M 0.59% +1,019 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: 16,641 shares; 2024Q4: 17,151 shares; 2025Q1: 18,831 shares; 2025Q2: 20,482 shares; 2025Q3: 21,606 shares; 2025Q4: 24,507 shares 24,507 $1.82M 0.55% +2,901 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: 4,118 shares; 2024Q4: 4,544 shares; 2025Q1: 4,500 shares; 2025Q2: 4,984 shares; 2025Q3: 5,473 shares; 2025Q4: 5,373 shares 5,373 $1.69M 0.52% -100 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: 1,908 shares; 2024Q4: 3,381 shares; 2025Q1: 3,365 shares; 2025Q2: 3,880 shares; 2025Q3: 3,662 shares; 2025Q4: 3,701 shares 3,701 $1.66M 0.51% +39 Timeline BKLN 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: 46,727 shares; 2024Q4: 58,324 shares; 2025Q1: 58,360 shares; 2025Q2: 62,249 shares; 2025Q3: 73,430 shares; 2025Q4: 78,747 shares 78,747 $1.65M 0.51% +5,317 Timeline ZDEK 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: 48,158 shares; 2025Q2: 64,857 shares; 2025Q3: 63,987 shares; 2025Q4: 63,745 shares 63,745 $1.64M 0.5% -242 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: 3,297 shares; 2024Q4: 7,200 shares; 2025Q1: 8,095 shares; 2025Q2: 8,644 shares; 2025Q3: 9,817 shares; 2025Q4: 11,537 shares 11,537 $1.6M 0.49% +1,720 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: 33,905 shares; 2024Q4: 41,970 shares; 2025Q1: 53,094 shares; 2025Q2: 56,996 shares; 2025Q3: 63,685 shares; 2025Q4: 46,335 shares 46,335 $1.59M 0.48% -17,350 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,463 shares; 2024Q4: 121,750 shares; 2025Q1: 133,882 shares; 2025Q2: 134,458 shares; 2025Q3: 147,632 shares; 2025Q4: 148,030 shares 148,030 $1.58M 0.48% +398 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,931 shares 56,931 $1.58M 0.48% new Timeline AGGY 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: 27,076 shares; 2024Q4: 29,629 shares; 2025Q1: 30,697 shares; 2025Q2: 30,973 shares; 2025Q3: 34,164 shares; 2025Q4: 34,840 shares 34,840 $1.53M 0.47% +676 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.46% 0 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: 6,248 shares; 2024Q4: 6,646 shares; 2025Q1: 7,193 shares; 2025Q2: 7,399 shares; 2025Q3: 6,548 shares; 2025Q4: 6,677 shares 6,677 $1.43M 0.44% +129 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,589 shares; 2024Q4: 27,833 shares; 2025Q1: 32,244 shares; 2025Q2: 33,719 shares; 2025Q3: 36,281 shares; 2025Q4: 35,476 shares 35,476 $1.43M 0.44% -805 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: 15,564 shares; 2024Q4: 12,388 shares; 2025Q1: 15,237 shares; 2025Q2: 15,998 shares; 2025Q3: 18,248 shares; 2025Q4: 17,207 shares 17,207 $1.4M 0.43% -1,041 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 5,493 shares; 2025Q4: 5,494 shares 5,494 $1.39M 0.42% +1 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: 4,080 shares; 2024Q4: 4,495 shares; 2025Q1: 3,829 shares; 2025Q2: 4,174 shares; 2025Q3: 4,415 shares; 2025Q4: 4,584 shares 4,584 $1.38M 0.42% +169 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,141 shares; 2025Q3: 15,589 shares; 2025Q4: 15,601 shares 15,601 $1.37M 0.42% +12 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,637 shares; 2024Q4: 22,338 shares; 2025Q1: 20,752 shares; 2025Q2: 20,313 shares; 2025Q3: 20,877 shares; 2025Q4: 21,002 shares 21,002 $1.36M 0.41% +125 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 10,182 shares; 2025Q4: 30,242 shares 30,242 $1.35M 0.41% +20,060 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,599 shares; 2024Q4: 97,272 shares; 2025Q1: 103,487 shares; 2025Q2: 103,390 shares; 2025Q3: 104,917 shares; 2025Q4: 108,623 shares 108,623 $1.34M 0.41% +3,706 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: 2,716 shares; 2024Q4: 3,578 shares; 2025Q1: 3,836 shares; 2025Q2: 4,113 shares; 2025Q3: 4,270 shares; 2025Q4: 4,313 shares 4,313 $1.3M 0.4% +43 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: 21,526 shares; 2024Q4: 14,934 shares; 2025Q1: 14,315 shares; 2025Q2: 13,949 shares; 2025Q3: 15,612 shares; 2025Q4: 15,546 shares 15,546 $1.29M 0.39% -66 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,597 shares; 2024Q4: 90,434 shares; 2025Q1: 101,122 shares; 2025Q2: 103,248 shares; 2025Q3: 112,879 shares; 2025Q4: 112,683 shares 112,683 $1.27M 0.39% -196 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,284 shares; 2025Q1: 13,093 shares; 2025Q2: 12,567 shares; 2025Q3: 16,837 shares; 2025Q4: 12,522 shares 12,522 $1.26M 0.38% -4,315 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: 2,740 shares; 2024Q4: 2,854 shares; 2025Q1: 2,278 shares; 2025Q2: 2,776 shares; 2025Q3: 3,973 shares; 2025Q4: 4,013 shares 4,013 $1.26M 0.38% +40 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,524 shares; 2024Q4: 10,441 shares; 2025Q1: 12,796 shares; 2025Q2: 13,459 shares; 2025Q3: 13,617 shares; 2025Q4: 27,329 shares 27,329 $1.22M 0.37% +13,712 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,229 shares; 2024Q4: 18,743 shares; 2025Q1: 19,148 shares; 2025Q2: 19,312 shares; 2025Q3: 14,734 shares; 2025Q4: 19,549 shares 19,549 $1.22M 0.37% +4,815 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 8,289 shares; 2025Q1: 8,283 shares; 2025Q2: 8,353 shares; 2025Q3: 8,302 shares; 2025Q4: 8,293 shares 8,293 $1.17M 0.36% -9 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,580 shares; 2025Q1: 1,519 shares; 2025Q2: 1,561 shares; 2025Q3: 1,552 shares; 2025Q4: 1,691 shares 1,691 $1.16M 0.35% +139 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: 3,475 shares; 2024Q4: 4,701 shares; 2025Q1: 4,861 shares; 2025Q2: 5,124 shares; 2025Q3: 5,078 shares; 2025Q4: 5,233 shares 5,233 $1.14M 0.35% +155 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 5,835 shares; 2025Q1: 6,127 shares; 2025Q2: 5,970 shares; 2025Q3: 6,442 shares; 2025Q4: 6,415 shares 6,415 $1.13M 0.34% -27 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 11,709 shares; 2025Q1: 12,619 shares; 2025Q2: 12,396 shares; 2025Q3: 13,500 shares; 2025Q4: 13,447 shares 13,447 $1.13M 0.34% -53 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: 9,709 shares; 2024Q4: 10,053 shares; 2025Q1: 10,828 shares; 2025Q2: 10,885 shares; 2025Q3: 10,994 shares; 2025Q4: 11,381 shares 11,381 $1.09M 0.33% +387 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: 8,304 shares; 2024Q4: 8,374 shares; 2025Q1: 8,611 shares; 2025Q2: 8,761 shares; 2025Q3: 8,815 shares; 2025Q4: 9,005 shares 9,005 $1.08M 0.33% +190 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: 44,564 shares; 2024Q4: 47,505 shares; 2025Q1: 49,774 shares; 2025Q2: 49,754 shares; 2025Q3: 50,568 shares; 2025Q4: 53,241 shares 53,241 $1.08M 0.33% +2,673 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: 5,076 shares; 2024Q4: 5,026 shares; 2025Q1: 4,906 shares; 2025Q2: 4,946 shares; 2025Q3: 4,959 shares; 2025Q4: 4,834 shares 4,834 $1.06M 0.32% -125 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 4,264 shares; 2025Q1: 4,778 shares; 2025Q2: 4,821 shares; 2025Q3: 5,424 shares; 2025Q4: 10,251 shares 10,251 $1.03M 0.32% +4,827 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,635 shares; 2024Q4: 14,554 shares; 2025Q1: 15,077 shares; 2025Q2: 15,395 shares; 2025Q3: 19,527 shares; 2025Q4: 21,779 shares 21,779 $1.03M 0.31% +2,252 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,658 shares; 2025Q1: 2,730 shares; 2025Q2: 2,713 shares; 2025Q3: 2,673 shares; 2025Q4: 2,690 shares 2,690 $1.03M 0.31% +17 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,730 shares; 2024Q4: 10,328 shares; 2025Q1: 10,838 shares; 2025Q2: 11,610 shares; 2025Q3: 12,052 shares; 2025Q4: 11,646 shares 11,646 $1.03M 0.31% -406 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: not reported; 2024Q4: 7,633 shares; 2025Q1: 19,357 shares; 2025Q2: 23,292 shares; 2025Q3: 29,903 shares; 2025Q4: 32,688 shares 32,688 $1.02M 0.31% +2,785 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,696 shares; 2024Q4: 11,747 shares; 2025Q1: 12,334 shares; 2025Q2: 12,231 shares; 2025Q3: 12,098 shares; 2025Q4: 12,534 shares 12,534 $1.01M 0.31% +436 Timeline JSML 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: not reported; 2024Q4: 9,829 shares; 2025Q1: 10,384 shares; 2025Q2: 11,050 shares; 2025Q3: 13,478 shares; 2025Q4: 13,647 shares 13,647 $1M 0.31% +169 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,271 shares; 2025Q1: 21,159 shares; 2025Q2: 25,006 shares; 2025Q3: 28,598 shares; 2025Q4: 28,065 shares 28,065 $992K 0.3% -533 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: 17,972 shares; 2024Q4: 18,421 shares; 2025Q1: 18,356 shares; 2025Q2: 18,504 shares; 2025Q3: 18,222 shares; 2025Q4: 17,075 shares 17,075 $985K 0.3% -1,147 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,311 shares; 2024Q4: 18,403 shares; 2025Q1: 18,139 shares; 2025Q2: 18,859 shares; 2025Q3: 18,999 shares; 2025Q4: 19,298 shares 19,298 $954K 0.29% +299 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: 5,984 shares; 2024Q4: 3,934 shares; 2025Q1: 6,168 shares; 2025Q2: 6,447 shares; 2025Q3: 7,335 shares; 2025Q4: 9,490 shares 9,490 $948K 0.29% +2,155 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: 45,271 shares; 2024Q4: 47,607 shares; 2025Q1: 45,781 shares; 2025Q2: 57,703 shares; 2025Q3: 58,886 shares; 2025Q4: 56,873 shares 56,873 $938K 0.29% -2,013 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: 2,629 shares; 2024Q4: 2,683 shares; 2025Q1: 2,687 shares; 2025Q2: 2,680 shares; 2025Q3: 2,686 shares; 2025Q4: 3,387 shares 3,387 $925K 0.28% +701 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: not reported; 2024Q4: 4,151 shares; 2025Q1: 6,095 shares; 2025Q2: 9,340 shares; 2025Q3: 9,611 shares; 2025Q4: 11,198 shares 11,198 $924K 0.28% +1,587 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: 1,208 shares; 2024Q4: 1,239 shares; 2025Q1: 1,042 shares; 2025Q2: 1,046 shares; 2025Q3: 1,044 shares; 2025Q4: 1,062 shares 1,062 $916K 0.28% +18 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 7,655 shares; 2025Q1: 7,977 shares; 2025Q2: 8,163 shares; 2025Q3: 9,275 shares; 2025Q4: 9,342 shares 9,342 $898K 0.27% +67 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: 13,376 shares; 2024Q4: 15,396 shares; 2025Q1: 16,224 shares; 2025Q2: 16,238 shares; 2025Q3: 17,694 shares; 2025Q4: 19,146 shares 19,146 $896K 0.27% +1,452 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 5,540 shares; 2025Q1: 5,679 shares; 2025Q2: 5,741 shares; 2025Q3: 6,892 shares; 2025Q4: 7,530 shares 7,530 $893K 0.27% +638 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,098 shares; 2024Q4: 10,365 shares; 2025Q1: 9,479 shares; 2025Q2: 9,497 shares; 2025Q3: 8,587 shares; 2025Q4: 8,852 shares 8,852 $888K 0.27% +265 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,370 shares; 2024Q4: 19,812 shares; 2025Q1: 20,482 shares; 2025Q2: 21,062 shares; 2025Q3: 21,190 shares; 2025Q4: 22,108 shares 22,108 $872K 0.27% +918 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,923 shares; 2025Q4: 20,974 shares 20,974 $865K 0.26% -1,949 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: 3,781 shares; 2024Q4: 20,478 shares; 2025Q1: 26,871 shares; 2025Q2: 27,389 shares; 2025Q3: 25,966 shares; 2025Q4: 26,483 shares 26,483 $864K 0.26% +517 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,544 shares; 2025Q1: 1,565 shares; 2025Q2: 1,528 shares; 2025Q3: 1,527 shares; 2025Q4: 1,560 shares 1,560 $862K 0.26% +33 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: 3,928 shares; 2024Q4: 4,035 shares; 2025Q1: 4,124 shares; 2025Q2: 4,208 shares; 2025Q3: 4,189 shares; 2025Q4: 4,309 shares 4,309 $841K 0.26% +120 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: not reported; 2024Q4: not reported; 2025Q1: 7,062 shares; 2025Q2: 7,612 shares; 2025Q3: 11,929 shares; 2025Q4: 14,374 shares 14,374 $815K 0.25% +2,445 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 7,856 shares; 2025Q1: 8,533 shares; 2025Q2: 8,570 shares; 2025Q3: 8,584 shares; 2025Q4: 8,625 shares 8,625 $803K 0.25% +41 Timeline JPIN 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: 6,197 shares; 2024Q4: 8,930 shares; 2025Q1: 9,350 shares; 2025Q2: 9,193 shares; 2025Q3: 10,757 shares; 2025Q4: 11,767 shares 11,767 $802K 0.24% +1,010 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: 8,267 shares; 2024Q4: 8,422 shares; 2025Q1: 8,449 shares; 2025Q2: 8,475 shares; 2025Q3: 9,571 shares; 2025Q4: 9,599 shares 9,599 $792K 0.24% +28 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: 2,878 shares; 2024Q4: 2,891 shares; 2025Q1: 2,796 shares; 2025Q2: 2,806 shares; 2025Q3: 2,787 shares; 2025Q4: 2,761 shares 2,761 $771K 0.24% -26 Timeline EWA 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: 25,364 shares; 2024Q4: 25,901 shares; 2025Q1: 28,235 shares; 2025Q2: 28,442 shares; 2025Q3: 28,904 shares; 2025Q4: 29,400 shares 29,400 $770K 0.24% +496 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 3,951 shares; 2025Q1: 4,043 shares; 2025Q2: 4,050 shares; 2025Q3: 4,086 shares; 2025Q4: 4,158 shares 4,158 $757K 0.23% +72 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,117 shares; 2024Q4: 34,052 shares; 2025Q1: 67,937 shares; 2025Q2: 67,213 shares; 2025Q3: 36,013 shares; 2025Q4: 36,953 shares 36,953 $754K 0.23% +940 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: 4,752 shares; 2024Q4: 4,674 shares; 2025Q1: 4,164 shares; 2025Q2: 3,919 shares; 2025Q3: 3,724 shares; 2025Q4: 3,620 shares 3,620 $749K 0.23% -104 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,441 shares; 2024Q4: 15,795 shares; 2025Q1: 16,971 shares; 2025Q2: 16,740 shares; 2025Q3: 20,796 shares; 2025Q4: 19,906 shares 19,906 $744K 0.23% -890 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: 2,058 shares; 2024Q4: 2,364 shares; 2025Q1: 2,270 shares; 2025Q2: 2,264 shares; 2025Q3: 2,411 shares; 2025Q4: 2,150 shares 2,150 $744K 0.23% -261 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,120 shares; 2025Q4: 3,365 shares 3,365 $694K 0.21% +245 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: 16,964 shares; 2024Q4: 22,483 shares; 2025Q1: 20,417 shares; 2025Q2: 19,850 shares; 2025Q3: 20,273 shares; 2025Q4: 17,997 shares 17,997 $690K 0.21% -2,276 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: 6,918 shares; 2024Q4: 6,925 shares; 2025Q1: 6,806 shares; 2025Q2: 6,895 shares; 2025Q3: 7,096 shares; 2025Q4: 7,355 shares 7,355 $680K 0.21% +259 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: 2,013 shares; 2024Q4: 2,047 shares; 2025Q1: 2,159 shares; 2025Q2: 3,395 shares; 2025Q3: 3,282 shares; 2025Q4: 3,558 shares 3,558 $679K 0.21% +276 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: 12,963 shares; 2024Q4: 12,680 shares; 2025Q1: 12,285 shares; 2025Q2: 11,660 shares; 2025Q3: 11,664 shares; 2025Q4: 10,792 shares 10,792 $674K 0.21% -872 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: 1,838 shares; 2024Q4: 2,582 shares; 2025Q1: 2,415 shares; 2025Q2: 2,477 shares; 2025Q3: 2,504 shares; 2025Q4: 2,737 shares 2,737 $674K 0.21% +233 Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,238 shares; 2025Q1: 22,238 shares; 2025Q2: 22,177 shares; 2025Q3: 23,731 shares; 2025Q4: 26,666 shares 26,666 $673K 0.21% +2,935 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: not reported; 2024Q4: 13,517 shares; 2025Q1: 19,131 shares; 2025Q2: 19,415 shares; 2025Q3: 19,689 shares; 2025Q4: 22,510 shares 22,510 $667K 0.2% +2,821 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: 3,081 shares; 2024Q4: 2,657 shares; 2025Q1: 2,612 shares; 2025Q2: 2,610 shares; 2025Q3: 2,902 shares; 2025Q4: 3,137 shares 3,137 $665K 0.2% +235 Timeline PKW 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: 5,562 shares; 2024Q4: 5,391 shares; 2025Q1: 5,296 shares; 2025Q2: 5,077 shares; 2025Q3: 4,973 shares; 2025Q4: 4,908 shares 4,908 $659K 0.2% -65 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 6,597 shares; 2025Q1: 6,345 shares; 2025Q2: 6,303 shares; 2025Q3: 6,365 shares; 2025Q4: 6,309 shares 6,309 $652K 0.2% -56 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,980 shares; 2024Q4: 216,973 shares; 2025Q1: 231,432 shares; 2025Q2: 239,255 shares; 2025Q3: 165,785 shares; 2025Q4: 149,466 shares 149,466 $652K 0.2% -16,319 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: 22,824 shares; 2024Q4: 13,645 shares; 2025Q1: 13,529 shares; 2025Q2: 13,536 shares; 2025Q3: 13,543 shares; 2025Q4: 14,231 shares 14,231 $651K 0.2% +688 Timeline WELLS FARGO & CO 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: 504 shares; 2024Q4: 503 shares; 2025Q1: 511 shares; 2025Q2: 519 shares; 2025Q3: 527 shares; 2025Q4: 535 shares 535 $648K 0.2% +8 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: 6,986 shares; 2024Q4: 6,922 shares; 2025Q1: 6,785 shares; 2025Q2: 7,182 shares; 2025Q3: 7,179 shares; 2025Q4: 6,559 shares 6,559 $646K 0.2% -620 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,110 shares; 2025Q1: 2,428 shares; 2025Q2: 2,741 shares; 2025Q3: 3,045 shares; 2025Q4: 3,003 shares 3,003 $643K 0.2% -42 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: 410 shares; 2024Q4: 483 shares; 2025Q1: 523 shares; 2025Q2: 519 shares; 2025Q3: 511 shares; 2025Q4: 6,788 shares 6,788 $636K 0.19% +6,277 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,701 shares; 2024Q4: 20,510 shares; 2025Q1: 19,310 shares; 2025Q2: 19,310 shares; 2025Q3: 19,310 shares; 2025Q4: 19,310 shares 19,310 $632K 0.19% 0 Timeline JPIE 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: 12,324 shares; 2024Q4: 12,940 shares; 2025Q1: 12,675 shares; 2025Q2: 13,510 shares; 2025Q3: 13,856 shares; 2025Q4: 13,561 shares 13,561 $628K 0.19% -295 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 6,025 shares; 2025Q1: 4,938 shares; 2025Q2: 5,178 shares; 2025Q3: 5,608 shares; 2025Q4: 6,191 shares 6,191 $609K 0.19% +583 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,544 shares; 2024Q4: 22,428 shares; 2025Q1: 21,500 shares; 2025Q2: 21,662 shares; 2025Q3: 23,192 shares; 2025Q4: 22,341 shares 22,341 $559K 0.17% -851 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: 6,004 shares; 2024Q4: 5,939 shares; 2025Q1: 5,829 shares; 2025Q2: 5,796 shares; 2025Q3: 5,839 shares; 2025Q4: 5,757 shares 5,757 $558K 0.17% -82 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: 8,864 shares; 2024Q4: 9,144 shares; 2025Q1: 6,772 shares; 2025Q2: 6,988 shares; 2025Q3: 6,933 shares; 2025Q4: 7,232 shares 7,232 $557K 0.17% +299 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: 3,716 shares; 2024Q4: 4,208 shares; 2025Q1: 4,280 shares; 2025Q2: 4,275 shares; 2025Q3: 4,492 shares; 2025Q4: 4,554 shares 4,554 $554K 0.17% +62 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: 5,346 shares; 2024Q4: 5,568 shares; 2025Q1: 5,594 shares; 2025Q2: 6,047 shares; 2025Q3: 5,987 shares; 2025Q4: 4,958 shares 4,958 $552K 0.17% -1,029 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: 5,451 shares; 2024Q4: 5,713 shares; 2025Q1: 6,449 shares; 2025Q2: 6,446 shares; 2025Q3: 7,334 shares; 2025Q4: 7,923 shares 7,923 $550K 0.17% +589 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: 3,256 shares; 2024Q4: 2,395 shares; 2025Q1: 3,428 shares; 2025Q2: 3,441 shares; 2025Q3: 3,342 shares; 2025Q4: 4,455 shares 4,455 $549K 0.17% +1,113 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,448 shares; 2025Q1: 34,307 shares; 2025Q2: 38,260 shares; 2025Q3: 26,156 shares; 2025Q4: 25,573 shares 25,573 $538K 0.16% -583 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: 752 shares; 2024Q4: 539 shares; 2025Q1: 487 shares; 2025Q2: 485 shares; 2025Q3: 481 shares; 2025Q4: 499 shares 499 $536K 0.16% +18 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: 1,552 shares; 2024Q4: 1,675 shares; 2025Q1: 1,651 shares; 2025Q2: 1,640 shares; 2025Q3: 1,600 shares; 2025Q4: 1,635 shares 1,635 $530K 0.16% +35 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: 3,022 shares; 2024Q4: 2,820 shares; 2025Q1: 2,103 shares; 2025Q2: 2,208 shares; 2025Q3: 2,215 shares; 2025Q4: 2,307 shares 2,307 $527K 0.16% +92 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: 16,727 shares; 2024Q4: 17,793 shares; 2025Q1: 17,923 shares; 2025Q2: 19,039 shares; 2025Q3: 19,544 shares; 2025Q4: 21,036 shares 21,036 $523K 0.16% +1,492 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: 5,453 shares; 2024Q4: 5,327 shares; 2025Q1: 5,127 shares; 2025Q2: 5,079 shares; 2025Q3: 4,988 shares; 2025Q4: 4,719 shares 4,719 $520K 0.16% -269 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: 22,157 shares; 2024Q4: 23,702 shares; 2025Q1: 24,261 shares; 2025Q2: 22,575 shares; 2025Q3: 22,979 shares; 2025Q4: 21,520 shares 21,520 $508K 0.16% -1,459 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: 1,653 shares; 2024Q4: 1,733 shares; 2025Q1: 1,565 shares; 2025Q2: 1,626 shares; 2025Q3: 1,639 shares; 2025Q4: 1,549 shares 1,549 $499K 0.15% -90 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: not reported; 2024Q4: not reported; 2025Q1: 3,851 shares; 2025Q2: 5,544 shares; 2025Q3: 5,574 shares; 2025Q4: 7,390 shares 7,390 $497K 0.15% +1,816 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 4,473 shares; 2025Q1: 4,579 shares; 2025Q2: 4,650 shares; 2025Q3: 4,544 shares; 2025Q4: 4,380 shares 4,380 $496K 0.15% -164 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,239 shares 14,239 $495K 0.15% new Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,332 shares; 2024Q4: 10,392 shares; 2025Q1: 9,975 shares; 2025Q2: 9,521 shares; 2025Q3: 9,344 shares; 2025Q4: 9,250 shares 9,250 $488K 0.15% -94 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: 521 shares; 2024Q4: 542 shares; 2025Q1: 503 shares; 2025Q2: 560 shares; 2025Q3: 615 shares; 2025Q4: 646 shares 646 $487K 0.15% +31 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: 4,744 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,583 shares; 2025Q4: 5,562 shares 5,562 $485K 0.15% -21 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: 5,739 shares; 2024Q4: 5,830 shares; 2025Q1: 5,606 shares; 2025Q2: 5,570 shares; 2025Q3: 5,618 shares; 2025Q4: 5,627 shares 5,627 $485K 0.15% +9 Timeline CNRG 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: 7,197 shares; 2024Q4: 6,259 shares; 2025Q1: 5,813 shares; 2025Q2: 5,481 shares; 2025Q3: 5,409 shares; 2025Q4: 5,411 shares 5,411 $484K 0.15% +2 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,394 shares; 2024Q4: 30,210 shares; 2025Q1: 31,670 shares; 2025Q2: 32,781 shares; 2025Q3: 40,117 shares; 2025Q4: 43,735 shares 43,735 $480K 0.15% +3,618 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 2,821 shares; 2025Q1: 3,014 shares; 2025Q2: 3,146 shares; 2025Q3: 3,833 shares; 2025Q4: 3,796 shares 3,796 $478K 0.15% -37 Timeline BUXX 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: 21,461 shares; 2025Q4: 23,530 shares 23,530 $476K 0.15% +2,069 Timeline FNX 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: 4,056 shares; 2024Q4: 4,004 shares; 2025Q1: 3,870 shares; 2025Q2: 3,861 shares; 2025Q3: 3,831 shares; 2025Q4: 3,780 shares 3,780 $476K 0.15% -51 Timeline NYF 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: 10,262 shares; 2024Q4: 7,517 shares; 2025Q1: 7,416 shares; 2025Q2: 7,420 shares; 2025Q3: 7,423 shares; 2025Q4: 8,865 shares 8,865 $474K 0.14% +1,442 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: 11,106 shares; 2024Q4: 11,733 shares; 2025Q1: 11,630 shares; 2025Q2: 11,785 shares; 2025Q3: 11,668 shares; 2025Q4: 11,640 shares 11,640 $474K 0.14% -28 Timeline BITO 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: 12,076 shares; 2025Q2: 20,534 shares; 2025Q3: 27,517 shares; 2025Q4: 38,738 shares 38,738 $471K 0.14% +11,221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,408 shares; 2025Q3: 8,524 shares; 2025Q4: 8,040 shares 8,040 $467K 0.14% -484 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,180 shares; 2024Q4: 18,479 shares; 2025Q1: 18,295 shares; 2025Q2: 18,711 shares; 2025Q3: 18,781 shares; 2025Q4: 19,162 shares 19,162 $467K 0.14% +381 Timeline HYLS 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: 7,594 shares; 2025Q1: 10,078 shares; 2025Q2: 10,929 shares; 2025Q3: 10,910 shares; 2025Q4: 10,932 shares 10,932 $458K 0.14% +22 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: 1,888 shares; 2024Q4: 1,988 shares; 2025Q1: 1,988 shares; 2025Q2: 1,999 shares; 2025Q3: 1,999 shares; 2025Q4: 1,999 shares 1,999 $449K 0.14% 0 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: 3,432 shares; 2024Q4: 3,377 shares; 2025Q1: 3,370 shares; 2025Q2: 3,391 shares; 2025Q3: 3,806 shares; 2025Q4: 4,012 shares 4,012 $442K 0.14% +206 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: 592 shares; 2024Q4: 624 shares; 2025Q1: 628 shares; 2025Q2: 658 shares; 2025Q3: 751 shares; 2025Q4: 772 shares 772 $441K 0.13% +21 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: 7,213 shares; 2024Q4: 7,064 shares; 2025Q1: 7,349 shares; 2025Q2: 7,468 shares; 2025Q3: 7,340 shares; 2025Q4: 7,409 shares 7,409 $429K 0.13% +69 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: 1,750 shares; 2024Q4: 1,832 shares; 2025Q1: 2,874 shares; 2025Q2: 2,917 shares; 2025Q3: 2,872 shares; 2025Q4: 2,982 shares 2,982 $427K 0.13% +110 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: 10,213 shares; 2024Q4: 10,128 shares; 2025Q1: 10,128 shares; 2025Q2: 10,101 shares; 2025Q3: 8,378 shares; 2025Q4: 8,378 shares 8,378 $422K 0.13% 0 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: 10,588 shares; 2024Q4: 13,340 shares; 2025Q1: 16,914 shares; 2025Q2: 17,254 shares; 2025Q3: 16,849 shares; 2025Q4: 15,996 shares 15,996 $420K 0.13% -853 Timeline PSR 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: 2,126 shares; 2024Q4: 2,988 shares; 2025Q1: 3,134 shares; 2025Q2: 3,161 shares; 2025Q3: 4,087 shares; 2025Q4: 4,598 shares 4,598 $415K 0.13% +511 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: not reported; 2024Q4: 1,061 shares; 2025Q1: 1,478 shares; 2025Q2: 1,568 shares; 2025Q3: 1,554 shares; 2025Q4: 1,358 shares 1,358 $413K 0.13% -196 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: 7,549 shares; 2024Q4: 7,971 shares; 2025Q1: 8,313 shares; 2025Q2: 8,561 shares; 2025Q3: 8,600 shares; 2025Q4: 8,699 shares 8,699 $408K 0.12% +99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares; 2025Q4: 1,419 shares 1,419 $405K 0.12% +8 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: 3,527 shares; 2024Q4: 3,436 shares; 2025Q1: 3,391 shares; 2025Q2: 3,370 shares; 2025Q3: 3,408 shares; 2025Q4: 3,363 shares 3,363 $404K 0.12% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,685 shares; 2025Q4: 15,761 shares 15,761 $402K 0.12% -3,924 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: 2,490 shares; 2024Q4: 2,609 shares; 2025Q1: 3,641 shares; 2025Q2: 3,918 shares; 2025Q3: 3,819 shares; 2025Q4: 3,784 shares 3,784 $398K 0.12% -35 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: 2,744 shares; 2024Q4: 2,792 shares; 2025Q1: 2,827 shares; 2025Q2: 2,813 shares; 2025Q3: 1,370 shares; 2025Q4: 1,144 shares 1,144 $394K 0.12% -226 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: 1,442 shares; 2024Q4: 1,376 shares; 2025Q1: 2,180 shares; 2025Q2: 2,150 shares; 2025Q3: 2,137 shares; 2025Q4: 2,263 shares 2,263 $387K 0.12% +126 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,699 shares; 2024Q4: 50,562 shares; 2025Q1: 52,590 shares; 2025Q2: 55,611 shares; 2025Q3: 59,132 shares; 2025Q4: 63,039 shares 63,039 $378K 0.12% +3,907 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: 7,340 shares; 2024Q4: 6,571 shares; 2025Q1: 6,937 shares; 2025Q2: 5,882 shares; 2025Q3: 5,209 shares; 2025Q4: 4,908 shares 4,908 $378K 0.12% -301 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,695 shares; 2025Q3: 2,456 shares; 2025Q4: 2,792 shares 2,792 $377K 0.12% +336 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: 13,365 shares; 2024Q4: 13,362 shares; 2025Q1: 11,071 shares; 2025Q2: 10,609 shares; 2025Q3: 10,381 shares; 2025Q4: 8,217 shares 8,217 $376K 0.11% -2,164 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,400 shares 9,400 $369K 0.11% new 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: 8,970 shares; 2024Q4: not reported; 2025Q1: 9,437 shares; 2025Q2: 9,927 shares; 2025Q3: 8,268 shares; 2025Q4: 9,985 shares 9,985 $368K 0.11% +1,717 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,977 shares; 2025Q1: 2,020 shares; 2025Q2: 2,110 shares; 2025Q3: 2,158 shares; 2025Q4: 2,170 shares 2,170 $364K 0.11% +12 Timeline HFXI 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: 8,445 shares; 2025Q1: 8,537 shares; 2025Q2: 8,718 shares; 2025Q3: 10,580 shares; 2025Q4: 11,197 shares 11,197 $363K 0.11% +617 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: not reported; 2024Q4: 1,977 shares; 2025Q1: 2,384 shares; 2025Q2: 2,848 shares; 2025Q3: 3,004 shares; 2025Q4: 3,356 shares 3,356 $359K 0.11% +352 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,553 shares; 2024Q4: 33,553 shares; 2025Q1: 31,493 shares; 2025Q2: 31,509 shares; 2025Q3: 29,917 shares; 2025Q4: 30,514 shares 30,514 $356K 0.11% +597 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: 7,222 shares; 2024Q4: 6,516 shares; 2025Q1: 6,761 shares; 2025Q2: 6,380 shares; 2025Q3: 6,685 shares; 2025Q4: 6,548 shares 6,548 $352K 0.11% -137 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: 810 shares; 2024Q4: 821 shares; 2025Q1: 825 shares; 2025Q2: 787 shares; 2025Q3: 760 shares; 2025Q4: 751 shares 751 $350K 0.11% -9 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: 2,894 shares; 2024Q4: 2,887 shares; 2025Q1: 2,665 shares; 2025Q2: 2,420 shares; 2025Q3: 2,315 shares; 2025Q4: 2,242 shares 2,242 $329K 0.1% -73 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,912 shares; 2025Q4: 7,020 shares 7,020 $327K 0.1% +2,108 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,474 shares; 2025Q2: 7,693 shares; 2025Q3: 8,768 shares; 2025Q4: 8,881 shares 8,881 $325K 0.1% +113 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: 2,883 shares; 2024Q4: 3,091 shares; 2025Q1: 3,252 shares; 2025Q2: 3,213 shares; 2025Q3: 3,352 shares; 2025Q4: 3,444 shares 3,444 $324K 0.1% +92 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,808 shares; 2024Q4: 6,755 shares; 2025Q1: 6,390 shares; 2025Q2: 6,812 shares; 2025Q3: 6,827 shares; 2025Q4: 6,844 shares 6,844 $322K 0.1% +17 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,620 shares; 2024Q4: 50,607 shares; 2025Q1: 55,482 shares; 2025Q2: 54,039 shares; 2025Q3: 51,909 shares; 2025Q4: 50,704 shares 50,704 $319K 0.1% -1,205 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: 2,412 shares; 2024Q4: 2,444 shares; 2025Q1: 2,472 shares; 2025Q2: 2,523 shares; 2025Q3: 2,438 shares; 2025Q4: 2,491 shares 2,491 $312K 0.1% +53 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: 30,559 shares; 2024Q4: 24,628 shares; 2025Q1: 25,300 shares; 2025Q2: 25,298 shares; 2025Q3: 18,519 shares; 2025Q4: 20,966 shares 20,966 $311K 0.09% +2,447 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,761 shares; 2024Q4: 4,552 shares; 2025Q1: 4,323 shares; 2025Q2: 5,082 shares; 2025Q3: 5,106 shares; 2025Q4: 4,893 shares 4,893 $308K 0.09% -213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,457 shares; 2025Q4: 7,457 shares 7,457 $306K 0.09% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 554 shares; 2025Q1: 549 shares; 2025Q2: 578 shares; 2025Q3: 580 shares; 2025Q4: 578 shares 578 $302K 0.09% -2 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,760 shares; 2025Q1: 5,214 shares; 2025Q2: 5,316 shares; 2025Q3: 5,530 shares; 2025Q4: 6,242 shares 6,242 $302K 0.09% +712 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,457 shares; 2025Q1: 5,264 shares; 2025Q2: 5,270 shares; 2025Q3: 5,426 shares; 2025Q4: 5,273 shares 5,273 $299K 0.09% -153 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: 7,532 shares; 2024Q4: 7,574 shares; 2025Q1: 8,096 shares; 2025Q2: 7,349 shares; 2025Q3: 7,498 shares; 2025Q4: 5,931 shares 5,931 $298K 0.09% -1,567 Timeline ZOCT 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: 11,770 shares; 2025Q1: 11,513 shares; 2025Q2: 11,719 shares; 2025Q3: 11,128 shares; 2025Q4: 10,969 shares 10,969 $294K 0.09% -159 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,707 shares; 2025Q1: 3,840 shares; 2025Q2: 3,934 shares; 2025Q3: 3,925 shares; 2025Q4: 4,302 shares 4,302 $288K 0.09% +377 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,834 shares; 2024Q4: 19,352 shares; 2025Q1: 19,818 shares; 2025Q2: 19,434 shares; 2025Q3: 21,158 shares; 2025Q4: 22,596 shares 22,596 $285K 0.09% +1,438 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: 1,866 shares; 2024Q4: 1,899 shares; 2025Q1: 1,882 shares; 2025Q2: 1,965 shares; 2025Q3: 1,987 shares; 2025Q4: 1,982 shares 1,982 $285K 0.09% -5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,252 shares; 2025Q1: 2,270 shares; 2025Q2: 2,464 shares; 2025Q3: 2,567 shares; 2025Q4: 2,697 shares 2,697 $284K 0.09% +130 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: 18,299 shares; 2024Q4: 17,037 shares; 2025Q1: 14,522 shares; 2025Q2: 8,371 shares; 2025Q3: 5,716 shares; 2025Q4: 4,729 shares 4,729 $283K 0.09% -987 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 504 shares 504 $283K 0.09% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,768 shares 4,768 $280K 0.09% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 11,427 shares; 2025Q2: 12,212 shares; 2025Q3: 13,957 shares; 2025Q4: 14,205 shares 14,205 $280K 0.09% +248 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 972 shares; 2025Q2: 1,187 shares; 2025Q3: 1,216 shares; 2025Q4: 1,366 shares 1,366 $277K 0.08% +150 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 2,767 shares; 2025Q1: 2,749 shares; 2025Q2: 2,747 shares; 2025Q3: 3,308 shares; 2025Q4: 3,414 shares 3,414 $275K 0.08% +106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,298 shares 4,298 $274K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,683 shares; 2025Q2: 1,762 shares; 2025Q3: 1,758 shares; 2025Q4: 1,685 shares 1,685 $270K 0.08% -73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,388 shares 2,388 $267K 0.08% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,895 shares; 2025Q1: 2,789 shares; 2025Q2: 2,843 shares; 2025Q3: 2,853 shares; 2025Q4: 2,858 shares 2,858 $266K 0.08% +5 Timeline ZJAN 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: 9,983 shares; 2025Q3: 9,739 shares; 2025Q4: 9,694 shares 9,694 $265K 0.08% -45 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 573 shares; 2025Q3: 520 shares; 2025Q4: 392 shares 392 $264K 0.08% -128 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,430 shares; 2025Q1: 3,430 shares; 2025Q2: 3,516 shares; 2025Q3: 3,508 shares; 2025Q4: 3,400 shares 3,400 $263K 0.08% -108 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 645 shares; 2025Q4: 730 shares 730 $263K 0.08% +85 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: 700 shares; 2024Q4: 736 shares; 2025Q1: 749 shares; 2025Q2: 808 shares; 2025Q3: 791 shares; 2025Q4: 859 shares 859 $263K 0.08% +68 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: 5,079 shares; 2024Q4: 5,196 shares; 2025Q1: 5,162 shares; 2025Q2: 4,048 shares; 2025Q3: 3,982 shares; 2025Q4: 3,731 shares 3,731 $261K 0.08% -251 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 677 shares; 2025Q1: 711 shares; 2025Q2: 726 shares; 2025Q3: 757 shares; 2025Q4: 740 shares 740 $260K 0.08% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,067 shares; 2025Q3: 1,098 shares; 2025Q4: 1,171 shares 1,171 $248K 0.08% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares 201 $245K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,685 shares 5,685 $244K 0.07% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 5,147 shares; 2025Q1: 5,209 shares; 2025Q2: 5,247 shares; 2025Q3: 5,247 shares; 2025Q4: 5,078 shares 5,078 $243K 0.07% -169 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 9,135 shares; 2025Q1: 8,726 shares; 2025Q2: 6,072 shares; 2025Q3: 4,391 shares; 2025Q4: 4,355 shares 4,355 $242K 0.07% -36 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 4,120 shares; 2025Q1: 4,335 shares; 2025Q2: 4,556 shares; 2025Q3: 4,559 shares; 2025Q4: 4,808 shares 4,808 $240K 0.07% +249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661 shares; 2025Q4: 680 shares 680 $238K 0.07% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares 924 $237K 0.07% new 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: 3,068 shares; 2024Q4: not reported; 2025Q1: 2,915 shares; 2025Q2: 2,954 shares; 2025Q3: 2,841 shares; 2025Q4: 2,904 shares 2,904 $237K 0.07% +63 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 915 shares 915 $237K 0.07% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,862 shares; 2025Q1: not reported; 2025Q2: 3,922 shares; 2025Q3: 3,616 shares; 2025Q4: 3,626 shares 3,626 $236K 0.07% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: 1,326 shares; 2025Q4: 1,208 shares 1,208 $235K 0.07% -118 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097 shares; 2025Q4: 1,112 shares 1,112 $231K 0.07% +15 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,408 shares; 2024Q4: 10,448 shares; 2025Q1: 10,603 shares; 2025Q2: not reported; 2025Q3: 9,930 shares; 2025Q4: 10,353 shares 10,353 $230K 0.07% +423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: 1,576 shares; 2025Q4: 1,628 shares 1,628 $230K 0.07% +52 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,644 shares; 2025Q1: 11,858 shares; 2025Q2: 13,332 shares; 2025Q3: 13,028 shares; 2025Q4: 10,763 shares 10,763 $228K 0.07% -2,265 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,347 shares 2,347 $228K 0.07% new Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,452 shares 5,452 $226K 0.07% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,857 shares 4,857 $224K 0.07% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,938 shares; 2025Q3: 8,878 shares; 2025Q4: 8,412 shares 8,412 $223K 0.07% -466 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 611 shares; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 646 shares 646 $223K 0.07% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,642 shares; 2025Q4: 9,310 shares 9,310 $220K 0.07% +668 Timeline ACWV 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: 2,044 shares; 2024Q4: 1,968 shares; 2025Q1: 1,970 shares; 2025Q2: 1,892 shares; 2025Q3: 1,911 shares; 2025Q4: 1,850 shares 1,850 $220K 0.07% -61 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,188 shares 8,188 $217K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,789 shares; 2025Q4: 4,838 shares 4,838 $215K 0.07% +49 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 913 shares; 2025Q2: 923 shares; 2025Q3: 952 shares; 2025Q4: 1,012 shares 1,012 $215K 0.07% +60 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,118 shares; 2025Q4: 2,206 shares 2,206 $214K 0.07% +88 Timeline ROM 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: 2,257 shares; 2025Q4: 2,257 shares 2,257 $213K 0.07% 0 Timeline XLG 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: 3,587 shares 3,587 $213K 0.06% new 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: 784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 631 shares 631 $212K 0.06% +23 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,170 shares; 2025Q4: 4,211 shares 4,211 $212K 0.06% +41 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: 717 shares; 2024Q4: 1,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,542 shares; 2025Q4: 1,147 shares 1,147 $211K 0.06% -395 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,151 shares 1,151 $211K 0.06% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,937 shares; 2025Q1: 1,829 shares; 2025Q2: 1,772 shares; 2025Q3: 1,648 shares; 2025Q4: 1,635 shares 1,635 $211K 0.06% -13 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: not reported; 2025Q4: 1,597 shares 1,597 $211K 0.06% new 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: 4,429 shares; 2024Q4: 10,408 shares; 2025Q1: 9,659 shares; 2025Q2: 10,021 shares; 2025Q3: 8,089 shares; 2025Q4: 7,820 shares 7,820 $210K 0.06% -269 Timeline FTRI 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: 20,501 shares; 2024Q4: 16,907 shares; 2025Q1: 15,208 shares; 2025Q2: 14,646 shares; 2025Q3: 13,752 shares; 2025Q4: 13,299 shares 13,299 $208K 0.06% -453 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares 535 $208K 0.06% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,158 shares 8,158 $208K 0.06% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: 858 shares; 2025Q3: 877 shares; 2025Q4: 928 shares 928 $207K 0.06% +51 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: 1,731 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,529 shares; 2025Q3: 1,317 shares; 2025Q4: 1,287 shares 1,287 $206K 0.06% -30 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,310 shares 2,310 $204K 0.06% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: not reported; 2025Q4: 306 shares 306 $203K 0.06% new Timeline SPHD 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: 4,036 shares; 2025Q2: not reported; 2025Q3: 4,174 shares; 2025Q4: 4,222 shares 4,222 $203K 0.06% +48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,105 shares 4,105 $202K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 778 shares; 2025Q4: 818 shares 818 $202K 0.06% +40 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,501 shares; 2025Q1: 3,545 shares; 2025Q2: 3,732 shares; 2025Q3: 3,756 shares; 2025Q4: 3,728 shares 3,728 $201K 0.06% -28 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,982 shares; 2025Q1: 6,132 shares; 2025Q2: 6,441 shares; 2025Q3: 5,542 shares; 2025Q4: 5,642 shares 5,642 $200K 0.06% +100 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 11,944 shares 11,944 $169K 0.05% new Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,820 shares; 2024Q4: 19,765 shares; 2025Q1: 18,653 shares; 2025Q2: 21,600 shares; 2025Q3: 21,594 shares; 2025Q4: 21,607 shares 21,607 $166K 0.05% +13 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,218 shares; 2025Q1: 15,914 shares; 2025Q2: 21,375 shares; 2025Q3: 36,963 shares; 2025Q4: 35,492 shares 35,492 $153K 0.05% -1,471 Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,643 shares; 2025Q4: 14,311 shares 14,311 $143K 0.04% +1,668 Timeline GRNT GRANITE RIDGE RESOURCES INC More: the full row for GRANITE RIDGE RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,163 shares; 2024Q4: 16,105 shares; 2025Q1: 20,068 shares; 2025Q2: 21,164 shares; 2025Q3: 28,174 shares; 2025Q4: 29,426 shares 29,426 $138K 0.04% +1,252 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: 11,633 shares; 2024Q4: 11,027 shares; 2025Q1: not reported; 2025Q2: 11,684 shares; 2025Q3: 11,624 shares; 2025Q4: 10,240 shares 10,240 $134K 0.04% -1,384 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: 11,520 shares; 2024Q4: 11,520 shares; 2025Q1: 11,520 shares; 2025Q2: 11,520 shares; 2025Q3: 11,520 shares; 2025Q4: 11,420 shares 11,420 $114K 0.03% -100 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $45.1K 0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 15,850 shares; 2025Q1: 15,790 shares; 2025Q2: 15,730 shares; 2025Q3: 15,730 shares; 2025Q4: 15,670 shares 15,670 $30.9K 0.01% -60 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 13,003 shares; 2025Q1: 13,003 shares; 2025Q2: 13,003 shares; 2025Q3: 13,003 shares; 2025Q4: 13,003 shares 13,003 $20.9K 0.01% 0 Timeline