ATTR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945,841 shares 945,841 $85.6M 12.96% new Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829,352 shares; 2024Q4: 1,918,314 shares; 2025Q1: 1,943,985 shares; 2025Q2: 1,957,013 shares; 2025Q3: 1,918,587 shares; 2025Q4: 924,825 shares 924,825 $83M 12.58% -993,762 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,025 shares; 2024Q4: 265,154 shares; 2025Q1: 263,565 shares; 2025Q2: 327,386 shares; 2025Q3: 316,722 shares; 2025Q4: 317,775 shares 317,775 $36.6M 5.54% +1,053 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: 171,719 shares; 2024Q4: 167,072 shares; 2025Q1: 163,874 shares; 2025Q2: 134,479 shares; 2025Q3: 133,078 shares; 2025Q4: 128,428 shares 128,428 $24M 3.63% -4,650 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: 22,588 shares; 2024Q4: 28,130 shares; 2025Q1: 30,818 shares; 2025Q2: 33,346 shares; 2025Q3: 33,959 shares; 2025Q4: 34,098 shares 34,098 $23.3M 3.52% +139 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: 96,465 shares; 2024Q4: 94,985 shares; 2025Q1: 94,223 shares; 2025Q2: 86,734 shares; 2025Q3: 83,485 shares; 2025Q4: 81,766 shares 81,766 $22.2M 3.37% -1,719 Timeline QGRW 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: 167,118 shares; 2024Q4: 198,351 shares; 2025Q1: 231,455 shares; 2025Q2: 275,552 shares; 2025Q3: 275,472 shares; 2025Q4: 275,021 shares 275,021 $16.1M 2.44% -451 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,862 shares; 2024Q4: 109,704 shares; 2025Q1: 135,045 shares; 2025Q2: 175,923 shares; 2025Q3: 177,183 shares; 2025Q4: 174,485 shares 174,485 $15.6M 2.36% -2,698 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: 33,419 shares; 2024Q4: 33,003 shares; 2025Q1: 34,361 shares; 2025Q2: 34,842 shares; 2025Q3: 34,766 shares; 2025Q4: 34,734 shares 34,734 $12M 1.82% -32 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: 48,021 shares; 2024Q4: 48,478 shares; 2025Q1: 48,717 shares; 2025Q2: 47,078 shares; 2025Q3: 47,082 shares; 2025Q4: 46,582 shares 46,582 $10.8M 1.63% -500 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: 158,962 shares; 2024Q4: 192,221 shares; 2025Q1: 207,608 shares; 2025Q2: 198,118 shares; 2025Q3: 198,987 shares; 2025Q4: 204,837 shares 204,837 $9.02M 1.37% +5,850 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: 19,292 shares; 2024Q4: 18,804 shares; 2025Q1: 18,764 shares; 2025Q2: 17,798 shares; 2025Q3: 17,754 shares; 2025Q4: 17,752 shares 17,752 $8.59M 1.3% -2 Timeline DDWM 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: not reported; 2025Q3: not reported; 2025Q4: 185,854 shares 185,854 $8.09M 1.23% new Timeline WTV 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: 43,469 shares; 2025Q2: 83,036 shares; 2025Q3: 83,381 shares; 2025Q4: 86,556 shares 86,556 $8.08M 1.22% +3,175 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: 25,444 shares; 2024Q4: 25,448 shares; 2025Q1: 24,932 shares; 2025Q2: 25,788 shares; 2025Q3: 25,844 shares; 2025Q4: 25,511 shares 25,511 $7.99M 1.21% -333 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: 9,299 shares; 2024Q4: 11,652 shares; 2025Q1: 12,191 shares; 2025Q2: 12,141 shares; 2025Q3: 12,042 shares; 2025Q4: 12,513 shares 12,513 $7.69M 1.17% +471 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,881 shares; 2024Q4: 109,367 shares; 2025Q1: 114,312 shares; 2025Q2: 132,843 shares; 2025Q3: 134,620 shares; 2025Q4: 147,604 shares 147,604 $7.52M 1.14% +12,984 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: 15,704 shares; 2024Q4: 14,518 shares; 2025Q1: 14,577 shares; 2025Q2: 14,402 shares; 2025Q3: 14,346 shares; 2025Q4: 14,335 shares 14,335 $6.99M 1.06% -11 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 8,757 shares; 2025Q1: 10,210 shares; 2025Q2: 10,861 shares; 2025Q3: 10,740 shares; 2025Q4: 10,832 shares 10,832 $6.79M 1.03% +92 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: 159,203 shares; 2024Q4: 176,694 shares; 2025Q1: 176,608 shares; 2025Q2: 149,435 shares; 2025Q3: 149,428 shares; 2025Q4: 150,719 shares 150,719 $6.69M 1.01% +1,291 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,862 shares; 2024Q4: 168,054 shares; 2025Q1: 194,197 shares; 2025Q2: 209,795 shares; 2025Q3: 212,147 shares; 2025Q4: 209,513 shares 209,513 $5.75M 0.87% -2,634 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: 17,792 shares; 2024Q4: 17,920 shares; 2025Q1: 18,768 shares; 2025Q2: 18,973 shares; 2025Q3: 18,886 shares; 2025Q4: 16,006 shares 16,006 $5.02M 0.76% -2,880 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: 6,747 shares; 2024Q4: 6,747 shares; 2025Q1: 7,327 shares; 2025Q2: 7,308 shares; 2025Q3: 7,284 shares; 2025Q4: 7,199 shares 7,199 $4.93M 0.75% -85 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: 79,464 shares; 2024Q4: 70,615 shares; 2025Q1: 76,866 shares; 2025Q2: 96,382 shares; 2025Q3: 93,578 shares; 2025Q4: 89,473 shares 89,473 $4.53M 0.69% -4,105 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,005 shares; 2024Q4: 78,607 shares; 2025Q1: 89,732 shares; 2025Q2: 95,869 shares; 2025Q3: 96,284 shares; 2025Q4: 97,196 shares 97,196 $4.33M 0.66% +912 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,173 shares; 2024Q4: 39,824 shares; 2025Q1: 49,324 shares; 2025Q2: 51,146 shares; 2025Q3: 51,198 shares; 2025Q4: 63,850 shares 63,850 $4.21M 0.64% +12,652 Timeline LCOW 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: 158,430 shares; 2025Q3: 165,799 shares; 2025Q4: 172,278 shares 172,278 $4.12M 0.62% +6,479 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: 15,070 shares; 2024Q4: 16,086 shares; 2025Q1: 17,206 shares; 2025Q2: 18,239 shares; 2025Q3: 19,173 shares; 2025Q4: 19,243 shares 19,243 $4.12M 0.62% +70 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: 8,597 shares; 2024Q4: 8,316 shares; 2025Q1: 8,224 shares; 2025Q2: 8,186 shares; 2025Q3: 8,199 shares; 2025Q4: 8,142 shares 8,142 $4.09M 0.62% -57 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: 143,822 shares; 2024Q4: 137,374 shares; 2025Q1: 140,715 shares; 2025Q2: 141,656 shares; 2025Q3: 148,201 shares; 2025Q4: 162,555 shares 162,555 $4.07M 0.62% +14,354 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,852 shares; 2025Q1: 2,391 shares; 2025Q2: 8,650 shares; 2025Q3: 8,745 shares; 2025Q4: 9,879 shares 9,879 $3.92M 0.59% +1,134 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,445 shares; 2024Q4: 87,131 shares; 2025Q1: 96,646 shares; 2025Q2: 100,150 shares; 2025Q3: 100,338 shares; 2025Q4: 99,595 shares 99,595 $3.89M 0.59% -743 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: 4,971 shares; 2024Q4: 5,043 shares; 2025Q1: 5,093 shares; 2025Q2: 5,130 shares; 2025Q3: 5,166 shares; 2025Q4: 5,102 shares 5,102 $3.85M 0.58% -64 Timeline HYTI 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: 31,620 shares; 2025Q3: 158,709 shares; 2025Q4: 190,811 shares 190,811 $3.78M 0.57% +32,102 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: 19,723 shares; 2024Q4: 19,216 shares; 2025Q1: 19,220 shares; 2025Q2: 19,169 shares; 2025Q3: 19,070 shares; 2025Q4: 19,070 shares 19,070 $3.64M 0.55% 0 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: 21,774 shares; 2024Q4: 26,192 shares; 2025Q1: 23,847 shares; 2025Q2: 23,834 shares; 2025Q3: 31,170 shares; 2025Q4: 41,710 shares 41,710 $3.35M 0.51% +10,540 Timeline EES 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: 36,154 shares; 2024Q4: 36,692 shares; 2025Q1: 38,353 shares; 2025Q2: 40,118 shares; 2025Q3: 40,241 shares; 2025Q4: 54,192 shares 54,192 $3.09M 0.47% +13,951 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: 68,631 shares; 2025Q3: 71,779 shares; 2025Q4: 74,732 shares 74,732 $3.08M 0.47% +2,953 Timeline ICOW 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: 66,048 shares; 2024Q4: 80,937 shares; 2025Q1: 92,467 shares; 2025Q2: 78,773 shares; 2025Q3: 78,922 shares; 2025Q4: 79,058 shares 79,058 $3.06M 0.46% +136 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: 3,277 shares; 2024Q4: 3,285 shares; 2025Q1: 3,371 shares; 2025Q2: 3,340 shares; 2025Q3: 3,380 shares; 2025Q4: 3,249 shares 3,249 $2.8M 0.42% -131 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,477 shares; 2024Q4: 21,770 shares; 2025Q1: 25,957 shares; 2025Q2: 28,507 shares; 2025Q3: 28,777 shares; 2025Q4: 26,506 shares 26,506 $2.69M 0.41% -2,271 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: 9,735 shares; 2024Q4: 8,897 shares; 2025Q1: 6,858 shares; 2025Q2: 6,520 shares; 2025Q3: 5,909 shares; 2025Q4: 5,647 shares 5,647 $2.54M 0.38% -262 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,805 shares; 2024Q4: 29,805 shares; 2025Q1: 29,805 shares; 2025Q2: 29,805 shares; 2025Q3: 29,805 shares; 2025Q4: 29,805 shares 29,805 $2.49M 0.38% 0 Timeline DFII 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: 44,797 shares; 2025Q3: 118,200 shares; 2025Q4: 134,364 shares 134,364 $2.4M 0.36% +16,164 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: 8,575 shares; 2024Q4: 8,560 shares; 2025Q1: 8,520 shares; 2025Q2: 8,481 shares; 2025Q3: 8,481 shares; 2025Q4: 8,380 shares 8,380 $2.34M 0.35% -101 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 14,807 shares; 2025Q1: 14,762 shares; 2025Q2: 14,628 shares; 2025Q3: 14,608 shares; 2025Q4: 14,841 shares 14,841 $2.29M 0.35% +233 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: 2,549 shares; 2024Q4: 2,584 shares; 2025Q1: 2,580 shares; 2025Q2: 2,723 shares; 2025Q3: 2,706 shares; 2025Q4: 24,154 shares 24,154 $2.26M 0.34% +21,448 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: 24,014 shares; 2024Q4: 23,948 shares; 2025Q1: 24,073 shares; 2025Q2: 24,098 shares; 2025Q3: 24,111 shares; 2025Q4: 24,259 shares 24,259 $2.26M 0.34% +148 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: 97,243 shares; 2024Q4: 94,605 shares; 2025Q1: 88,073 shares; 2025Q2: 79,863 shares; 2025Q3: 44,983 shares; 2025Q4: 37,650 shares 37,650 $2.26M 0.34% -7,333 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: 7,463 shares; 2024Q4: 7,376 shares; 2025Q1: 7,453 shares; 2025Q2: 7,453 shares; 2025Q3: 7,380 shares; 2025Q4: 7,370 shares 7,370 $2.23M 0.34% -10 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: 2,656 shares; 2024Q4: 2,661 shares; 2025Q1: 2,660 shares; 2025Q2: 10,831 shares; 2025Q3: 10,761 shares; 2025Q4: 10,148 shares 10,148 $2.15M 0.33% -613 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,772 shares; 2024Q4: 24,299 shares; 2025Q1: 23,160 shares; 2025Q2: 23,007 shares; 2025Q3: 21,660 shares; 2025Q4: 20,324 shares 20,324 $2.14M 0.32% -1,336 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: 74,084 shares; 2024Q4: 61,013 shares; 2025Q1: 58,246 shares; 2025Q2: 58,246 shares; 2025Q3: 58,521 shares; 2025Q4: 56,955 shares 56,955 $2.1M 0.32% -1,566 Timeline QHY 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: 26,848 shares; 2024Q4: 32,256 shares; 2025Q1: 37,998 shares; 2025Q2: 40,423 shares; 2025Q3: 41,224 shares; 2025Q4: 45,215 shares 45,215 $2.1M 0.32% +3,991 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: 25,819 shares; 2025Q3: 63,112 shares; 2025Q4: 103,711 shares 103,711 $2.09M 0.32% +40,599 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: 11,192 shares; 2024Q4: 11,023 shares; 2025Q1: 11,086 shares; 2025Q2: 11,108 shares; 2025Q3: 10,625 shares; 2025Q4: 10,047 shares 10,047 $2.08M 0.32% -578 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,165 shares; 2025Q2: 43,463 shares; 2025Q3: 43,663 shares; 2025Q4: 44,844 shares 44,844 $2.08M 0.31% +1,181 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,008 shares; 2025Q1: 5,882 shares; 2025Q2: 5,686 shares; 2025Q3: 5,708 shares; 2025Q4: 5,590 shares 5,590 $2.07M 0.31% -118 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: 3,633 shares; 2024Q4: 3,731 shares; 2025Q1: 3,740 shares; 2025Q2: 2,949 shares; 2025Q3: 3,052 shares; 2025Q4: 2,952 shares 2,952 $1.95M 0.3% -100 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: 7,470 shares; 2024Q4: 6,619 shares; 2025Q1: 7,568 shares; 2025Q2: 10,091 shares; 2025Q3: 10,539 shares; 2025Q4: 10,452 shares 10,452 $1.86M 0.28% -87 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: 4,687 shares; 2024Q4: 9,692 shares; 2025Q1: 9,741 shares; 2025Q2: 9,833 shares; 2025Q3: 9,931 shares; 2025Q4: 9,926 shares 9,926 $1.83M 0.28% -5 Timeline VOE 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: 10,117 shares; 2024Q4: 10,093 shares; 2025Q1: 10,035 shares; 2025Q2: 9,985 shares; 2025Q3: 9,985 shares; 2025Q4: 9,876 shares 9,876 $1.75M 0.27% -109 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,292 shares; 2024Q4: 50,408 shares; 2025Q1: 51,858 shares; 2025Q2: 49,014 shares; 2025Q3: 49,682 shares; 2025Q4: 51,280 shares 51,280 $1.73M 0.26% +1,598 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,696 shares; 2024Q4: 37,913 shares; 2025Q1: 37,740 shares; 2025Q2: 25,926 shares; 2025Q3: 26,184 shares; 2025Q4: 24,920 shares 24,920 $1.73M 0.26% -1,264 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: 16,517 shares; 2024Q4: 16,718 shares; 2025Q1: 15,081 shares; 2025Q2: 15,086 shares; 2025Q3: 13,931 shares; 2025Q4: 13,821 shares 13,821 $1.7M 0.26% -110 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: 15,570 shares; 2024Q4: 12,432 shares; 2025Q1: 10,849 shares; 2025Q2: 8,120 shares; 2025Q3: 8,051 shares; 2025Q4: 7,679 shares 7,679 $1.69M 0.26% -372 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: 945 shares; 2024Q4: 863 shares; 2025Q1: 1,107 shares; 2025Q2: 1,234 shares; 2025Q3: 1,493 shares; 2025Q4: 1,524 shares 1,524 $1.64M 0.25% +31 Timeline FSIG 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: 134,208 shares; 2024Q4: 131,320 shares; 2025Q1: 135,788 shares; 2025Q2: 138,739 shares; 2025Q3: 105,361 shares; 2025Q4: 85,348 shares 85,348 $1.64M 0.25% -20,013 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: 20,023 shares; 2024Q4: 17,292 shares; 2025Q1: 17,284 shares; 2025Q2: 16,663 shares; 2025Q3: 14,953 shares; 2025Q4: 14,511 shares 14,511 $1.62M 0.24% -442 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,372 shares; 2024Q4: 54,122 shares; 2025Q1: 53,997 shares; 2025Q2: 53,944 shares; 2025Q3: 50,924 shares; 2025Q4: 48,884 shares 48,884 $1.61M 0.24% -2,040 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: 4,699 shares; 2024Q4: 4,723 shares; 2025Q1: 4,958 shares; 2025Q2: 4,999 shares; 2025Q3: 4,924 shares; 2025Q4: 4,946 shares 4,946 $1.59M 0.24% +22 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,405 shares; 2025Q1: 5,304 shares; 2025Q2: 5,320 shares; 2025Q3: 5,212 shares; 2025Q4: 5,255 shares 5,255 $1.56M 0.24% +43 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 12,151 shares; 2025Q1: 12,988 shares; 2025Q2: 12,977 shares; 2025Q3: 13,405 shares; 2025Q4: 13,442 shares 13,442 $1.48M 0.22% +37 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,583 shares; 2024Q4: 28,335 shares; 2025Q1: 28,469 shares; 2025Q2: 28,739 shares; 2025Q3: 29,457 shares; 2025Q4: 29,669 shares 29,669 $1.42M 0.21% +212 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: 16,036 shares; 2024Q4: 15,815 shares; 2025Q1: 17,427 shares; 2025Q2: 17,137 shares; 2025Q3: 16,670 shares; 2025Q4: 16,568 shares 16,568 $1.37M 0.21% -102 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 17,008 shares; 2025Q1: 17,010 shares; 2025Q2: 17,011 shares; 2025Q3: 17,011 shares; 2025Q4: 17,013 shares 17,013 $1.37M 0.21% +2 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 3,616 shares; 2025Q1: 3,623 shares; 2025Q2: 3,598 shares; 2025Q3: 3,595 shares; 2025Q4: 3,300 shares 3,300 $1.36M 0.21% -295 Timeline ONEO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,313 shares; 2024Q4: 11,070 shares; 2025Q1: 10,798 shares; 2025Q2: 10,367 shares; 2025Q3: 10,324 shares; 2025Q4: 10,319 shares 10,319 $1.34M 0.2% -5 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,483 shares; 2025Q1: 6,495 shares; 2025Q2: 6,497 shares; 2025Q3: 6,586 shares; 2025Q4: 6,592 shares 6,592 $1.26M 0.19% +6 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,702 shares; 2025Q1: 2,703 shares; 2025Q2: 2,705 shares; 2025Q3: 2,638 shares; 2025Q4: 2,641 shares 2,641 $1.25M 0.19% +3 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,576 shares; 2024Q4: 44,551 shares; 2025Q1: 46,544 shares; 2025Q2: 44,303 shares; 2025Q3: 44,432 shares; 2025Q4: 45,235 shares 45,235 $1.23M 0.19% +803 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: 5,864 shares; 2024Q4: 5,859 shares; 2025Q1: 5,841 shares; 2025Q2: 5,841 shares; 2025Q3: 5,836 shares; 2025Q4: 5,818 shares 5,818 $1.23M 0.19% -18 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: 28,569 shares; 2024Q4: 27,962 shares; 2025Q1: 27,061 shares; 2025Q2: 26,274 shares; 2025Q3: 27,591 shares; 2025Q4: 28,291 shares 28,291 $1.22M 0.19% +700 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,680 shares; 2024Q4: 22,552 shares; 2025Q1: 22,651 shares; 2025Q2: 21,709 shares; 2025Q3: 21,755 shares; 2025Q4: 21,825 shares 21,825 $1.2M 0.18% +70 Timeline IBND 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: 33,152 shares; 2024Q4: 38,152 shares; 2025Q1: 39,428 shares; 2025Q2: 39,171 shares; 2025Q3: 38,246 shares; 2025Q4: 37,003 shares 37,003 $1.19M 0.18% -1,243 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,642 shares; 2025Q1: 3,168 shares; 2025Q2: 3,185 shares; 2025Q3: 3,255 shares; 2025Q4: 3,302 shares 3,302 $1.17M 0.18% +47 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: 8,911 shares; 2024Q4: 8,925 shares; 2025Q1: 8,887 shares; 2025Q2: 8,850 shares; 2025Q3: 8,335 shares; 2025Q4: 8,132 shares 8,132 $1.17M 0.18% -203 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: 8,475 shares; 2024Q4: 8,522 shares; 2025Q1: 8,913 shares; 2025Q2: 8,925 shares; 2025Q3: 9,975 shares; 2025Q4: 9,442 shares 9,442 $1.14M 0.17% -533 Timeline SMLV 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: 9,811 shares; 2024Q4: 9,312 shares; 2025Q1: 8,823 shares; 2025Q2: 8,480 shares; 2025Q3: 8,550 shares; 2025Q4: 8,659 shares 8,659 $1.14M 0.17% +109 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: 3,767 shares; 2024Q4: 3,751 shares; 2025Q1: 3,536 shares; 2025Q2: 3,443 shares; 2025Q3: 3,424 shares; 2025Q4: 3,271 shares 3,271 $1.13M 0.17% -153 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 7,557 shares; 2025Q1: 8,970 shares; 2025Q2: 9,210 shares; 2025Q3: 10,392 shares; 2025Q4: 10,091 shares 10,091 $1.11M 0.17% -301 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: 31,582 shares; 2024Q4: 37,454 shares; 2025Q1: 43,239 shares; 2025Q2: 44,394 shares; 2025Q3: 44,480 shares; 2025Q4: 42,144 shares 42,144 $1.11M 0.17% -2,336 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,055 shares; 2025Q1: 2,878 shares; 2025Q2: 2,691 shares; 2025Q3: 2,690 shares; 2025Q4: 2,467 shares 2,467 $1.1M 0.17% -223 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: 17,453 shares; 2024Q4: 17,453 shares; 2025Q1: 17,503 shares; 2025Q2: 17,503 shares; 2025Q3: 17,831 shares; 2025Q4: 16,936 shares 16,936 $1.09M 0.17% -895 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,913 shares; 2024Q4: 30,532 shares; 2025Q1: 37,596 shares; 2025Q2: 37,491 shares; 2025Q3: 37,063 shares; 2025Q4: 37,191 shares 37,191 $1.07M 0.16% +128 Timeline ECOW 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: 39,941 shares; 2025Q3: 41,766 shares; 2025Q4: 43,911 shares 43,911 $1.07M 0.16% +2,145 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: 5,440 shares; 2024Q4: 5,456 shares; 2025Q1: 5,449 shares; 2025Q2: 5,589 shares; 2025Q3: 5,597 shares; 2025Q4: 5,803 shares 5,803 $1.06M 0.16% +206 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,545 shares; 2024Q4: 14,726 shares; 2025Q1: 15,339 shares; 2025Q2: 14,735 shares; 2025Q3: 14,546 shares; 2025Q4: 14,470 shares 14,470 $1.05M 0.16% -76 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: 2,794 shares; 2024Q4: 3,024 shares; 2025Q1: 2,845 shares; 2025Q2: 2,828 shares; 2025Q3: 3,386 shares; 2025Q4: 4,066 shares 4,066 $1M 0.15% +680 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 13,140 shares; 2025Q1: 13,108 shares; 2025Q2: 13,111 shares; 2025Q3: 13,110 shares; 2025Q4: 13,255 shares 13,255 $975K 0.15% +145 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 7,126 shares; 2025Q1: 7,070 shares; 2025Q2: 7,607 shares; 2025Q3: 7,592 shares; 2025Q4: 7,913 shares 7,913 $951K 0.14% +321 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: 4,428 shares; 2024Q4: 4,524 shares; 2025Q1: 6,329 shares; 2025Q2: 6,329 shares; 2025Q3: 6,317 shares; 2025Q4: 6,321 shares 6,321 $907K 0.14% +4 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: 18,964 shares; 2024Q4: 15,620 shares; 2025Q1: 14,477 shares; 2025Q2: 14,105 shares; 2025Q3: 13,833 shares; 2025Q4: 13,873 shares 13,873 $873K 0.13% +40 Timeline WTAI 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: 20,267 shares; 2024Q4: 24,984 shares; 2025Q1: 27,296 shares; 2025Q2: 29,623 shares; 2025Q3: 29,532 shares; 2025Q4: 29,900 shares 29,900 $871K 0.13% +368 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,451 shares; 2024Q4: 13,231 shares; 2025Q1: 10,490 shares; 2025Q2: 10,000 shares; 2025Q3: 9,813 shares; 2025Q4: 9,584 shares 9,584 $858K 0.13% -229 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: 2,543 shares; 2024Q4: 2,344 shares; 2025Q1: 2,344 shares; 2025Q2: 2,305 shares; 2025Q3: 2,396 shares; 2025Q4: 2,378 shares 2,378 $857K 0.13% -18 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,119 shares; 2024Q4: 19,479 shares; 2025Q1: 17,117 shares; 2025Q2: 17,126 shares; 2025Q3: 17,626 shares; 2025Q4: 17,697 shares 17,697 $815K 0.12% +71 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 9,830 shares; 2025Q4: 28,574 shares 28,574 $811K 0.12% +18,744 Timeline SHAG 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: 12,401 shares; 2024Q4: 12,463 shares; 2025Q1: 16,241 shares; 2025Q2: 16,290 shares; 2025Q3: 16,681 shares; 2025Q4: 16,662 shares 16,662 $800K 0.12% -19 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 28,941 shares 28,941 $800K 0.12% new 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: 61,713 shares; 2024Q4: 61,650 shares; 2025Q1: 61,683 shares; 2025Q2: 61,482 shares; 2025Q3: 59,584 shares; 2025Q4: 59,663 shares 59,663 $783K 0.12% +79 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,498 shares; 2024Q4: 37,775 shares; 2025Q1: 59,248 shares; 2025Q2: 62,825 shares; 2025Q3: 62,957 shares; 2025Q4: 55,360 shares 55,360 $779K 0.12% -7,597 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: 6,350 shares; 2024Q4: 6,074 shares; 2025Q1: 5,824 shares; 2025Q2: 5,791 shares; 2025Q3: 5,713 shares; 2025Q4: 5,426 shares 5,426 $779K 0.12% -287 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,423 shares; 2024Q4: 66,479 shares; 2025Q1: 71,332 shares; 2025Q2: 17,058 shares; 2025Q3: 14,366 shares; 2025Q4: 12,934 shares 12,934 $778K 0.12% -1,432 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 7,291 shares; 2025Q1: 13,598 shares; 2025Q2: 14,058 shares; 2025Q3: 15,879 shares; 2025Q4: 15,403 shares 15,403 $765K 0.12% -476 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,364 shares; 2025Q1: 7,364 shares; 2025Q2: 7,036 shares; 2025Q3: 7,136 shares; 2025Q4: 6,956 shares 6,956 $762K 0.12% -180 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 2,754 shares; 2025Q1: 2,712 shares; 2025Q2: 2,592 shares; 2025Q3: 2,583 shares; 2025Q4: 2,487 shares 2,487 $760K 0.12% -96 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,410 shares; 2025Q1: 1,446 shares; 2025Q2: 1,448 shares; 2025Q3: 1,449 shares; 2025Q4: 1,310 shares 1,310 $751K 0.11% -139 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,057 shares; 2025Q1: 2,039 shares; 2025Q2: 2,068 shares; 2025Q3: 2,227 shares; 2025Q4: 2,210 shares 2,210 $741K 0.11% -17 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 6,325 shares; 2025Q1: 6,670 shares; 2025Q2: 6,170 shares; 2025Q3: 6,160 shares; 2025Q4: 6,296 shares 6,296 $735K 0.11% +136 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: 1,820 shares; 2024Q4: 1,808 shares; 2025Q1: 2,153 shares; 2025Q2: 2,005 shares; 2025Q3: 2,074 shares; 2025Q4: 2,093 shares 2,093 $734K 0.11% +19 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,088 shares; 2025Q1: 3,094 shares; 2025Q2: 3,091 shares; 2025Q3: 3,089 shares; 2025Q4: 6,071 shares 6,071 $725K 0.11% +2,982 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,189 shares; 2024Q4: 38,427 shares; 2025Q1: 33,908 shares; 2025Q2: 31,496 shares; 2025Q3: 33,292 shares; 2025Q4: 31,487 shares 31,487 $711K 0.11% -1,805 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: 2,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 1,938 shares; 2025Q4: 2,485 shares 2,485 $709K 0.11% +547 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: 18,294 shares; 2024Q4: 17,791 shares; 2025Q1: 17,758 shares; 2025Q2: 17,769 shares; 2025Q3: 17,568 shares; 2025Q4: 17,385 shares 17,385 $708K 0.11% -183 Timeline PFIG 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: 22,373 shares; 2024Q4: 23,764 shares; 2025Q1: 29,569 shares; 2025Q2: 29,531 shares; 2025Q3: 28,981 shares; 2025Q4: 28,923 shares 28,923 $702K 0.11% -58 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,409 shares; 2025Q1: 2,356 shares; 2025Q2: 2,205 shares; 2025Q3: 2,366 shares; 2025Q4: 4,867 shares 4,867 $701K 0.11% +2,501 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: 7,272 shares; 2024Q4: 7,989 shares; 2025Q1: 9,048 shares; 2025Q2: 9,660 shares; 2025Q3: 10,699 shares; 2025Q4: 10,950 shares 10,950 $649K 0.1% +251 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 9,351 shares; 2025Q1: 9,431 shares; 2025Q2: 9,419 shares; 2025Q3: 9,418 shares; 2025Q4: 9,418 shares 9,418 $644K 0.1% 0 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,097 shares; 2025Q3: 5,097 shares; 2025Q4: 5,097 shares 5,097 $635K 0.1% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,340 shares; 2025Q1: 1,315 shares; 2025Q2: 1,295 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares 1,287 $631K 0.1% 0 Timeline HEDJ 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: 85,637 shares; 2025Q3: 86,321 shares; 2025Q4: 11,886 shares 11,886 $631K 0.1% -74,435 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,176 shares; 2025Q3: 13,098 shares; 2025Q4: 11,050 shares 11,050 $629K 0.1% -2,048 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: 14,771 shares; 2024Q4: 40,510 shares; 2025Q1: 33,102 shares; 2025Q2: 23,449 shares; 2025Q3: 21,205 shares; 2025Q4: 19,235 shares 19,235 $627K 0.1% -1,970 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: 11,714 shares; 2024Q4: 11,436 shares; 2025Q1: 11,095 shares; 2025Q2: 10,672 shares; 2025Q3: 10,662 shares; 2025Q4: 10,866 shares 10,866 $619K 0.09% +204 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 1,963 shares; 2025Q1: 1,945 shares; 2025Q2: 1,946 shares; 2025Q3: 1,926 shares; 2025Q4: 1,881 shares 1,881 $616K 0.09% -45 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,111 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares 2,116 $611K 0.09% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,070 shares; 2025Q1: 2,955 shares; 2025Q2: 2,960 shares; 2025Q3: 3,072 shares; 2025Q4: 3,126 shares 3,126 $610K 0.09% +54 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 545 shares; 2025Q1: 537 shares; 2025Q2: 756 shares; 2025Q3: 693 shares; 2025Q4: 690 shares 690 $607K 0.09% -3 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: 1,378 shares; 2024Q4: 1,417 shares; 2025Q1: 1,294 shares; 2025Q2: 1,294 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares 1,293 $602K 0.09% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 5,980 shares; 2025Q1: 6,548 shares; 2025Q2: 6,484 shares; 2025Q3: 6,664 shares; 2025Q4: 6,608 shares 6,608 $601K 0.09% -56 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,281 shares; 2025Q1: 1,289 shares; 2025Q2: 1,324 shares; 2025Q3: 1,377 shares; 2025Q4: 1,273 shares 1,273 $597K 0.09% -104 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,813 shares; 2024Q4: 42,246 shares; 2025Q1: 43,386 shares; 2025Q2: 41,278 shares; 2025Q3: 43,552 shares; 2025Q4: 44,875 shares 44,875 $595K 0.09% +1,323 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,851 shares; 2024Q4: 6,546 shares; 2025Q1: 7,120 shares; 2025Q2: 6,898 shares; 2025Q3: 6,707 shares; 2025Q4: 6,883 shares 6,883 $583K 0.09% +176 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: 9,988 shares; 2024Q4: 9,663 shares; 2025Q1: 9,077 shares; 2025Q2: 9,092 shares; 2025Q3: 9,021 shares; 2025Q4: 9,265 shares 9,265 $579K 0.09% +244 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,409 shares; 2025Q1: 1,386 shares; 2025Q2: 1,321 shares; 2025Q3: 1,226 shares; 2025Q4: 1,196 shares 1,196 $578K 0.09% -30 Timeline DES 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: 21,745 shares; 2024Q4: 21,228 shares; 2025Q1: 17,034 shares; 2025Q2: 16,387 shares; 2025Q3: 17,025 shares; 2025Q4: 17,275 shares 17,275 $578K 0.09% +250 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: 3,449 shares; 2024Q4: 3,401 shares; 2025Q1: 3,425 shares; 2025Q2: 3,488 shares; 2025Q3: 3,490 shares; 2025Q4: 3,375 shares 3,375 $577K 0.09% -115 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,703 shares; 2025Q2: 1,701 shares; 2025Q3: 1,739 shares; 2025Q4: 1,751 shares 1,751 $558K 0.08% +12 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: 8,038 shares; 2024Q4: 7,125 shares; 2025Q1: 7,302 shares; 2025Q2: 7,783 shares; 2025Q3: 9,140 shares; 2025Q4: 12,464 shares 12,464 $557K 0.08% +3,324 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,613 shares; 2025Q3: 1,594 shares; 2025Q4: 1,590 shares 1,590 $535K 0.08% -4 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,533 shares; 2025Q1: 2,485 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,499 shares 2,499 $526K 0.08% +9 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: 1,271 shares; 2025Q1: 1,760 shares; 2025Q2: 1,725 shares; 2025Q3: 1,746 shares; 2025Q4: 1,730 shares 1,730 $526K 0.08% -16 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: 2,491 shares; 2024Q4: 2,425 shares; 2025Q1: 2,452 shares; 2025Q2: 2,443 shares; 2025Q3: 2,358 shares; 2025Q4: 2,294 shares 2,294 $524K 0.08% -64 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,588 shares; 2024Q4: 16,420 shares; 2025Q1: 15,946 shares; 2025Q2: 15,994 shares; 2025Q3: 16,050 shares; 2025Q4: 15,501 shares 15,501 $516K 0.08% -549 Timeline BUG 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: 33,185 shares; 2024Q4: 26,730 shares; 2025Q1: 18,797 shares; 2025Q2: 16,361 shares; 2025Q3: 16,264 shares; 2025Q4: 16,577 shares 16,577 $505K 0.08% +313 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,164 shares; 2025Q1: 3,239 shares; 2025Q2: 3,249 shares; 2025Q3: 3,233 shares; 2025Q4: 3,246 shares 3,246 $499K 0.08% +13 Timeline CLOU 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: 35,710 shares; 2024Q4: 28,692 shares; 2025Q1: 24,172 shares; 2025Q2: 21,536 shares; 2025Q3: not reported; 2025Q4: 22,019 shares 22,019 $498K 0.08% new 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: 3,959 shares; 2024Q4: 3,854 shares; 2025Q1: 2,959 shares; 2025Q2: 2,740 shares; 2025Q3: 2,797 shares; 2025Q4: 2,812 shares 2,812 $494K 0.07% +15 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,454 shares; 2024Q4: 6,500 shares; 2025Q1: 5,005 shares; 2025Q2: 4,254 shares; 2025Q3: 4,203 shares; 2025Q4: 4,118 shares 4,118 $491K 0.07% -85 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 5,794 shares; 2025Q1: 4,431 shares; 2025Q2: 4,178 shares; 2025Q3: 4,246 shares; 2025Q4: 4,296 shares 4,296 $488K 0.07% +50 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: 747 shares; 2024Q4: 795 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 817 shares; 2025Q4: 835 shares 835 $477K 0.07% +18 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: 22,543 shares; 2024Q4: 19,317 shares; 2025Q1: 19,546 shares; 2025Q2: 19,716 shares; 2025Q3: 19,889 shares; 2025Q4: 20,070 shares 20,070 $474K 0.07% +181 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,403 shares; 2025Q1: 2,354 shares; 2025Q2: 2,356 shares; 2025Q3: 2,359 shares; 2025Q4: 2,176 shares 2,176 $467K 0.07% -183 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,156 shares; 2025Q1: 1,873 shares; 2025Q2: 1,844 shares; 2025Q3: 1,798 shares; 2025Q4: 1,809 shares 1,809 $467K 0.07% +11 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 5,421 shares; 2025Q1: 5,437 shares; 2025Q2: 5,465 shares; 2025Q3: 5,471 shares; 2025Q4: 5,431 shares 5,431 $458K 0.07% -40 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: 3,783 shares; 2024Q4: 4,552 shares; 2025Q1: 5,853 shares; 2025Q2: 5,938 shares; 2025Q3: 5,914 shares; 2025Q4: 5,596 shares 5,596 $457K 0.07% -318 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 4,646 shares; 2025Q1: 4,621 shares; 2025Q2: 4,447 shares; 2025Q3: 2,969 shares; 2025Q4: 2,852 shares 2,852 $441K 0.07% -117 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,405 shares 4,405 $438K 0.07% +5 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 7,574 shares; 2025Q1: 7,581 shares; 2025Q2: 7,566 shares; 2025Q3: 7,542 shares; 2025Q4: 7,388 shares 7,388 $431K 0.07% -154 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 5,045 shares; 2025Q1: 4,653 shares; 2025Q2: 4,512 shares; 2025Q3: 4,564 shares; 2025Q4: 4,445 shares 4,445 $428K 0.06% -119 Timeline FXH 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: 4,328 shares; 2024Q4: 4,198 shares; 2025Q1: 4,202 shares; 2025Q2: 3,679 shares; 2025Q3: 3,789 shares; 2025Q4: 3,705 shares 3,705 $422K 0.06% -84 Timeline WDEF 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: not reported; 2025Q3: not reported; 2025Q4: 14,537 shares 14,537 $422K 0.06% new 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: 3,707 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,688 shares; 2025Q3: 3,939 shares; 2025Q4: 3,876 shares 3,876 $415K 0.06% -63 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,250 shares; 2024Q4: 119,506 shares; 2025Q1: 133,101 shares; 2025Q2: 8,234 shares; 2025Q3: 8,375 shares; 2025Q4: 8,463 shares 8,463 $412K 0.06% +88 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: 4,564 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,173 shares; 2025Q3: 4,170 shares; 2025Q4: 4,235 shares 4,235 $407K 0.06% +65 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: 9,328 shares; 2024Q4: 9,402 shares; 2025Q1: 9,375 shares; 2025Q2: 9,400 shares; 2025Q3: 8,731 shares; 2025Q4: 8,645 shares 8,645 $405K 0.06% -86 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,453 shares; 2025Q3: 1,452 shares; 2025Q4: 2,594 shares 2,594 $402K 0.06% +1,142 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: 2,196 shares; 2024Q4: 2,161 shares; 2025Q1: 2,212 shares; 2025Q2: 2,213 shares; 2025Q3: 2,244 shares; 2025Q4: 2,195 shares 2,195 $400K 0.06% -49 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,287 shares; 2025Q1: 5,289 shares; 2025Q2: 5,170 shares; 2025Q3: 5,032 shares; 2025Q4: 5,049 shares 5,049 $399K 0.06% +17 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,078 shares 6,078 $398K 0.06% new 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: 5,075 shares; 2024Q4: 5,075 shares; 2025Q1: 5,168 shares; 2025Q2: 5,182 shares; 2025Q3: 5,064 shares; 2025Q4: 5,091 shares 5,091 $392K 0.06% +27 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: 2,303 shares; 2024Q4: 2,312 shares; 2025Q1: 2,352 shares; 2025Q2: 2,419 shares; 2025Q3: 2,473 shares; 2025Q4: 2,433 shares 2,433 $390K 0.06% -40 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: 5,094 shares; 2024Q4: 4,985 shares; 2025Q1: 5,010 shares; 2025Q2: 4,753 shares; 2025Q3: 6,088 shares; 2025Q4: 6,064 shares 6,064 $386K 0.06% -24 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 11,750 shares; 2025Q1: 23,500 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 11,750 shares 11,750 $385K 0.06% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 356 shares; 2025Q4: 356 shares 356 $381K 0.06% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,691 shares 2,691 $381K 0.06% new Timeline EFAX 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: 6,632 shares; 2024Q4: 6,549 shares; 2025Q1: 8,128 shares; 2025Q2: 8,127 shares; 2025Q3: 7,707 shares; 2025Q4: 7,456 shares 7,456 $376K 0.06% -251 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: 19,944 shares; 2024Q4: 21,198 shares; 2025Q1: 21,198 shares; 2025Q2: 22,148 shares; 2025Q3: 22,799 shares; 2025Q4: 24,736 shares 24,736 $366K 0.06% +1,937 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: 6,674 shares; 2024Q4: 6,151 shares; 2025Q1: 5,155 shares; 2025Q2: 5,158 shares; 2025Q3: 4,935 shares; 2025Q4: 4,797 shares 4,797 $355K 0.05% -138 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,435 shares; 2025Q1: 1,402 shares; 2025Q2: 1,395 shares; 2025Q3: 1,341 shares; 2025Q4: 1,314 shares 1,314 $353K 0.05% -27 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: 2,450 shares; 2025Q3: 2,475 shares; 2025Q4: 2,597 shares 2,597 $351K 0.05% +122 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: 5,143 shares; 2024Q4: 4,050 shares; 2025Q1: 4,053 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 3,600 shares 3,600 $349K 0.05% -120 Timeline DTD 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: not reported; 2025Q3: not reported; 2025Q4: 4,081 shares 4,081 $346K 0.05% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 7,834 shares; 2025Q3: 7,834 shares; 2025Q4: 7,844 shares 7,844 $342K 0.05% +10 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,056 shares; 2025Q2: 3,761 shares; 2025Q3: 3,761 shares; 2025Q4: 3,768 shares 3,768 $339K 0.05% +7 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,207 shares 2,207 $338K 0.05% -97 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,172 shares; 2025Q3: 1,164 shares; 2025Q4: 1,168 shares 1,168 $336K 0.05% +4 Timeline VGK 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: 3,479 shares; 2024Q4: not reported; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 4,001 shares; 2025Q4: 4,001 shares 4,001 $335K 0.05% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: 1,449 shares; 2025Q3: 1,884 shares; 2025Q4: 1,864 shares 1,864 $334K 0.05% -20 Timeline DLS 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: 13,813 shares; 2024Q4: 10,633 shares; 2025Q1: 6,408 shares; 2025Q2: 4,130 shares; 2025Q3: 4,070 shares; 2025Q4: 4,091 shares 4,091 $331K 0.05% +21 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 10,736 shares; 2025Q1: 10,948 shares; 2025Q2: 10,950 shares; 2025Q3: 11,009 shares; 2025Q4: 11,019 shares 11,019 $322K 0.05% +10 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: 15,486 shares; 2024Q4: 15,874 shares; 2025Q1: 12,702 shares; 2025Q2: 11,165 shares; 2025Q3: 12,162 shares; 2025Q4: 12,460 shares 12,460 $321K 0.05% +298 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 3,209 shares 3,209 $320K 0.05% -23 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 732 shares; 2025Q1: 734 shares; 2025Q2: 681 shares; 2025Q3: 682 shares; 2025Q4: 766 shares 766 $319K 0.05% +84 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: 4,024 shares; 2024Q4: 3,797 shares; 2025Q1: 3,585 shares; 2025Q2: 3,393 shares; 2025Q3: 3,399 shares; 2025Q4: 3,163 shares 3,163 $319K 0.05% -236 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,189 shares; 2025Q4: 1,183 shares 1,183 $318K 0.05% -6 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 6,825 shares; 2025Q1: 4,826 shares; 2025Q2: 4,579 shares; 2025Q3: 6,452 shares; 2025Q4: 6,173 shares 6,173 $314K 0.05% -279 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,598 shares 9,598 $312K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 902 shares; 2025Q4: 1,002 shares 1,002 $309K 0.05% +100 Timeline AGNG 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: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 10,012 shares; 2025Q3: 10,012 shares; 2025Q4: 8,565 shares 8,565 $307K 0.05% -1,447 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,371 shares; 2025Q1: 1,367 shares; 2025Q2: 1,025 shares; 2025Q3: 915 shares; 2025Q4: 909 shares 909 $307K 0.05% -6 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares 1,161 $305K 0.05% 0 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: 3,773 shares; 2024Q4: 3,757 shares; 2025Q1: 3,477 shares; 2025Q2: 3,453 shares; 2025Q3: 3,406 shares; 2025Q4: 3,406 shares 3,406 $300K 0.05% 0 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: 2,072 shares; 2024Q4: 2,081 shares; 2025Q1: 2,090 shares; 2025Q2: 2,097 shares; 2025Q3: 2,103 shares; 2025Q4: 2,110 shares 2,110 $298K 0.05% +7 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: 25,432 shares; 2024Q4: 29,691 shares; 2025Q1: 18,094 shares; 2025Q2: 6,036 shares; 2025Q3: 5,963 shares; 2025Q4: 5,898 shares 5,898 $297K 0.04% -65 Timeline GSY 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: 5,851 shares; 2024Q4: 5,851 shares; 2025Q1: 5,851 shares; 2025Q2: 5,851 shares; 2025Q3: 5,851 shares; 2025Q4: 5,851 shares 5,851 $294K 0.04% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,963 shares; 2025Q1: 3,965 shares; 2025Q2: 2,969 shares; 2025Q3: 1,720 shares; 2025Q4: 1,711 shares 1,711 $293K 0.04% -9 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 2,868 shares; 2025Q1: 3,078 shares; 2025Q2: 3,088 shares; 2025Q3: 3,087 shares; 2025Q4: 2,892 shares 2,892 $292K 0.04% -195 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares 2,479 $286K 0.04% 0 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,113 shares; 2024Q4: 70,222 shares; 2025Q1: 70,505 shares; 2025Q2: 69,863 shares; 2025Q3: 66,804 shares; 2025Q4: 29,300 shares 29,300 $285K 0.04% -37,504 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: 2,002 shares; 2024Q4: 1,455 shares; 2025Q1: 1,441 shares; 2025Q2: 1,404 shares; 2025Q3: 1,406 shares; 2025Q4: 1,461 shares 1,461 $285K 0.04% +55 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: 2,474 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,433 shares; 2025Q3: 2,326 shares; 2025Q4: 2,261 shares 2,261 $283K 0.04% -65 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,160 shares; 2025Q1: 3,460 shares; 2025Q2: 3,467 shares; 2025Q3: 3,466 shares; 2025Q4: 3,152 shares 3,152 $282K 0.04% -314 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: 1,794 shares; 2024Q4: 1,787 shares; 2025Q1: 1,881 shares; 2025Q2: 1,737 shares; 2025Q3: 1,863 shares; 2025Q4: 1,849 shares 1,849 $282K 0.04% -14 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,391 shares; 2025Q1: 1,280 shares; 2025Q2: 1,145 shares; 2025Q3: 1,143 shares; 2025Q4: 1,148 shares 1,148 $280K 0.04% +5 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: 2,983 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,980 shares; 2025Q3: 3,594 shares; 2025Q4: 3,596 shares 3,596 $278K 0.04% +2 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: 5,385 shares; 2024Q4: 5,385 shares; 2025Q1: 5,386 shares; 2025Q2: 5,386 shares; 2025Q3: 5,114 shares; 2025Q4: 4,999 shares 4,999 $278K 0.04% -115 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,137 shares; 2025Q4: 3,137 shares 3,137 $274K 0.04% 0 Timeline USAI 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: 6,705 shares; 2024Q4: 6,725 shares; 2025Q1: 7,287 shares; 2025Q2: 7,320 shares; 2025Q3: 7,349 shares; 2025Q4: 7,165 shares 7,165 $273K 0.04% -184 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: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,285 shares; 2025Q2: 2,289 shares; 2025Q3: 2,293 shares; 2025Q4: 2,299 shares 2,299 $273K 0.04% +6 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,151 shares; 2025Q1: 966 shares; 2025Q2: 929 shares; 2025Q3: 841 shares; 2025Q4: 817 shares 817 $270K 0.04% -24 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: 6,962 shares; 2024Q4: 6,842 shares; 2025Q1: 6,844 shares; 2025Q2: 6,800 shares; 2025Q3: 4,927 shares; 2025Q4: 4,954 shares 4,954 $266K 0.04% +27 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: 3,750 shares; 2024Q4: 3,796 shares; 2025Q1: 3,773 shares; 2025Q2: 3,766 shares; 2025Q3: 3,784 shares; 2025Q4: 3,772 shares 3,772 $264K 0.04% -12 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,513 shares; 2024Q4: 75,183 shares; 2025Q1: 72,481 shares; 2025Q2: 10,910 shares; 2025Q3: 9,109 shares; 2025Q4: 5,933 shares 5,933 $263K 0.04% -3,176 Timeline VOX 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: 1,346 shares; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares 1,345 $260K 0.04% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,779 shares; 2025Q1: 2,762 shares; 2025Q2: 2,647 shares; 2025Q3: 2,607 shares; 2025Q4: 2,271 shares 2,271 $258K 0.04% -336 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,138 shares; 2025Q1: 2,139 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 1,946 shares 1,946 $256K 0.04% -51 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,245 shares 1,245 $255K 0.04% -88 Timeline ISHP 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: 6,409 shares; 2025Q3: 6,409 shares; 2025Q4: 6,515 shares 6,515 $255K 0.04% +106 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 6,927 shares; 2025Q1: 5,184 shares; 2025Q2: 4,910 shares; 2025Q3: 4,522 shares; 2025Q4: 4,567 shares 4,567 $254K 0.04% +45 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,070 shares; 2025Q3: 2,069 shares; 2025Q4: 1,851 shares 1,851 $253K 0.04% -218 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 181 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,775 shares 2,775 $253K 0.04% +5 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,434 shares; 2024Q4: 12,372 shares; 2025Q1: 12,372 shares; 2025Q2: 12,372 shares; 2025Q3: 12,372 shares; 2025Q4: 11,319 shares 11,319 $253K 0.04% -1,053 Timeline LEMB 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: 8,075 shares; 2024Q4: 8,308 shares; 2025Q1: 6,450 shares; 2025Q2: 5,983 shares; 2025Q3: 6,010 shares; 2025Q4: 6,070 shares 6,070 $252K 0.04% +60 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: 4,364 shares; 2024Q4: 4,373 shares; 2025Q1: 4,396 shares; 2025Q2: 4,405 shares; 2025Q3: 4,266 shares; 2025Q4: 4,298 shares 4,298 $248K 0.04% +32 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: 3,784 shares; 2024Q4: 3,293 shares; 2025Q1: 3,370 shares; 2025Q2: 3,473 shares; 2025Q3: 2,675 shares; 2025Q4: 2,679 shares 2,679 $248K 0.04% +4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $247K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,148 shares; 2025Q1: 1,166 shares; 2025Q2: 1,160 shares; 2025Q3: 1,196 shares; 2025Q4: 1,100 shares 1,100 $242K 0.04% -96 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 294 shares 294 $241K 0.04% +29 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 2,670 shares; 2025Q1: 2,733 shares; 2025Q2: 2,730 shares; 2025Q3: 2,780 shares; 2025Q4: 5,563 shares 5,563 $237K 0.04% +2,783 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,931 shares; 2025Q1: 3,003 shares; 2025Q2: 2,928 shares; 2025Q3: 2,876 shares; 2025Q4: 2,900 shares 2,900 $233K 0.04% +24 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 570 shares; 2025Q1: 454 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401 shares 401 $233K 0.04% new Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,174 shares 3,174 $233K 0.04% new Timeline VPL 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: 2,672 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 2,567 shares 2,567 $232K 0.04% -1 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: 7,616 shares; 2024Q4: 6,320 shares; 2025Q1: 5,230 shares; 2025Q2: 4,635 shares; 2025Q3: 3,020 shares; 2025Q4: 3,005 shares 3,005 $231K 0.04% -15 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: 2,993 shares; 2024Q4: 2,832 shares; 2025Q1: 2,816 shares; 2025Q2: 2,731 shares; 2025Q3: 2,698 shares; 2025Q4: 2,444 shares 2,444 $230K 0.03% -254 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $230K 0.03% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 9,247 shares; 2025Q4: 10,079 shares 10,079 $226K 0.03% +832 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 964 shares; 2025Q4: 924 shares 924 $224K 0.03% -40 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,035 shares; 2025Q1: 1,012 shares; 2025Q2: 926 shares; 2025Q3: 878 shares; 2025Q4: 834 shares 834 $221K 0.03% -44 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 878 shares; 2025Q4: 879 shares 879 $220K 0.03% +1 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,167 shares; 2024Q4: 5,813 shares; 2025Q1: 5,962 shares; 2025Q2: 3,639 shares; 2025Q3: 2,421 shares; 2025Q4: 2,397 shares 2,397 $219K 0.03% -24 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,835 shares; 2025Q4: 4,001 shares 4,001 $219K 0.03% +166 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,164 shares; 2024Q4: 15,164 shares; 2025Q1: 15,164 shares; 2025Q2: 20,164 shares; 2025Q3: 20,164 shares; 2025Q4: 20,164 shares 20,164 $216K 0.03% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,325 shares 4,325 $213K 0.03% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 219 shares; 2025Q1: not reported; 2025Q2: 272 shares; 2025Q3: 268 shares; 2025Q4: 1,344 shares 1,344 $206K 0.03% +1,076 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY 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: 30,500 shares 30,500 $204K 0.03% new Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,433 shares 3,433 $202K 0.03% new Timeline DDIV 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: 4,846 shares 4,846 $201K 0.03% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,245 shares; 2025Q1: 3,219 shares; 2025Q2: 3,067 shares; 2025Q3: 2,452 shares; 2025Q4: 2,273 shares 2,273 $201K 0.03% -179 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,528 shares 1,528 $200K 0.03% new Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 11,000 shares 11,000 $174K 0.03% -9,000 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,819 shares; 2024Q4: 43,159 shares; 2025Q1: 43,159 shares; 2025Q2: 43,159 shares; 2025Q3: 42,003 shares; 2025Q4: 21,133 shares 21,133 $154K 0.02% -20,870 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,842 shares; 2024Q4: 21,842 shares; 2025Q1: 21,842 shares; 2025Q2: 21,842 shares; 2025Q3: 21,842 shares; 2025Q4: 21,842 shares 21,842 $135K 0.02% 0 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $117K 0.02% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $110K 0.02% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,800 shares; 2025Q1: 11,116 shares; 2025Q2: 11,366 shares; 2025Q3: 11,614 shares; 2025Q4: 11,871 shares 11,871 $105K 0.02% +257 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 14,627 shares; 2025Q1: 14,676 shares; 2025Q2: 17,116 shares; 2025Q3: 17,114 shares; 2025Q4: 17,116 shares 17,116 $82.2K 0.01% +2 Timeline TOKE CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $73.9K 0.01% new Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,360 shares; 2024Q4: 11,360 shares; 2025Q1: 11,360 shares; 2025Q2: 11,360 shares; 2025Q3: 11,360 shares; 2025Q4: 11,360 shares 11,360 $61.5K 0.01% 0 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,300 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,206 shares 15,206 $13K <0.01% -194 Timeline