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: 94,347,510 shares; 2024Q4: 471,462 shares; 2025Q1: 409,284 shares; 2025Q2: 380,393 shares; 2025Q3: 347,579 shares; 2025Q4: 351,131 shares 351,131 $87.9M 6.02% +3,552 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: 56,292,986 shares; 2024Q4: 484,375 shares; 2025Q1: 489,105 shares; 2025Q2: 434,743 shares; 2025Q3: 446,560 shares; 2025Q4: 466,879 shares 466,879 $82.4M 5.64% +20,319 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: 39,135,449 shares; 2024Q4: 209,981 shares; 2025Q1: 209,640 shares; 2025Q2: 196,402 shares; 2025Q3: 199,857 shares; 2025Q4: 179,677 shares 179,677 $41.5M 2.84% -20,180 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: 38,501,645 shares; 2024Q4: 91,657 shares; 2025Q1: 91,142 shares; 2025Q2: 85,115 shares; 2025Q3: 86,133 shares; 2025Q4: 84,823 shares 84,823 $41M 2.81% -1,310 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: 32,586,150 shares; 2024Q4: 65,864 shares; 2025Q1: 61,815 shares; 2025Q2: 60,222 shares; 2025Q3: 60,222 shares; 2025Q4: 60,718 shares 60,718 $37.3M 2.55% +496 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: 6,832,301 shares; 2024Q4: 189,930 shares; 2025Q1: 179,225 shares; 2025Q2: 155,906 shares; 2025Q3: 158,599 shares; 2025Q4: 161,048 shares 161,048 $28.6M 1.96% +2,449 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: 11,054,391 shares; 2024Q4: 41,957 shares; 2025Q1: 46,670 shares; 2025Q2: 48,893 shares; 2025Q3: 49,300 shares; 2025Q4: 54,090 shares 54,090 $24.3M 1.67% +4,790 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: 14,260,195 shares; 2024Q4: 25,652 shares; 2025Q1: 24,221 shares; 2025Q2: 31,602 shares; 2025Q3: 31,616 shares; 2025Q4: 34,490 shares 34,490 $23.5M 1.61% +2,874 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: 8,246,100 shares; 2024Q4: 49,803 shares; 2025Q1: 55,820 shares; 2025Q2: 52,806 shares; 2025Q3: 57,914 shares; 2025Q4: 62,368 shares 62,368 $21.6M 1.48% +4,454 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: 12,463,182 shares; 2024Q4: 19,519 shares; 2025Q1: 19,047 shares; 2025Q2: 17,709 shares; 2025Q3: 17,278 shares; 2025Q4: 21,937 shares 21,937 $18.2M 1.25% +4,659 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: 18,743,594 shares; 2024Q4: 60,737 shares; 2025Q1: 65,802 shares; 2025Q2: 63,542 shares; 2025Q3: 63,442 shares; 2025Q4: 57,948 shares 57,948 $18.1M 1.24% -5,494 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: not reported; 2024Q4: 56,136 shares; 2025Q1: 56,517 shares; 2025Q2: 53,274 shares; 2025Q3: 53,304 shares; 2025Q4: 50,801 shares 50,801 $15.9M 1.09% -2,503 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: 7,915,751 shares; 2024Q4: 16,402 shares; 2025Q1: 18,176 shares; 2025Q2: 20,748 shares; 2025Q3: 20,748 shares; 2025Q4: 24,400 shares 24,400 $15.3M 1.05% +3,652 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: 9,758,505 shares; 2024Q4: 37,165 shares; 2025Q1: 37,490 shares; 2025Q2: 36,747 shares; 2025Q3: 36,744 shares; 2025Q4: 39,749 shares 39,749 $13.9M 0.95% +3,005 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,997 shares; 2025Q1: 40,262 shares; 2025Q2: 39,069 shares; 2025Q3: 39,069 shares; 2025Q4: 41,490 shares 41,490 $13.9M 0.95% +2,421 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: 9,517,111 shares; 2024Q4: 16,868 shares; 2025Q1: 17,118 shares; 2025Q2: 17,252 shares; 2025Q3: 17,672 shares; 2025Q4: 19,469 shares 19,469 $12.9M 0.88% +1,797 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,933 shares; 2025Q1: 137,573 shares; 2025Q2: 131,256 shares; 2025Q3: 131,256 shares; 2025Q4: 113,417 shares 113,417 $11.4M 0.78% -17,839 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 212,990 shares; 2025Q1: 205,029 shares; 2025Q2: 204,163 shares; 2025Q3: 204,163 shares; 2025Q4: 188,309 shares 188,309 $10.8M 0.74% -15,854 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233,791 shares; 2025Q4: 441,767 shares 441,767 $10.4M 0.72% +207,976 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,631,461 shares; 2024Q4: 106,387 shares; 2025Q1: 108,082 shares; 2025Q2: 109,120 shares; 2025Q3: 109,120 shares; 2025Q4: 100,350 shares 100,350 $9.95M 0.68% -8,770 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: 10,247,335 shares; 2024Q4: 17,900 shares; 2025Q1: 18,487 shares; 2025Q2: 11,471 shares; 2025Q3: 11,471 shares; 2025Q4: 14,378 shares 14,378 $9.85M 0.67% +2,907 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: 8,041,758 shares; 2024Q4: 16,718 shares; 2025Q1: 16,924 shares; 2025Q2: 16,049 shares; 2025Q3: 16,609 shares; 2025Q4: 17,173 shares 17,173 $9.8M 0.67% +564 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753,129 shares; 2024Q4: 7,772 shares; 2025Q1: 8,088 shares; 2025Q2: 8,511 shares; 2025Q3: 8,593 shares; 2025Q4: 101,094 shares 101,094 $9.48M 0.65% +92,501 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,803,294 shares; 2024Q4: 117,360 shares; 2025Q1: 116,666 shares; 2025Q2: 117,819 shares; 2025Q3: 117,469 shares; 2025Q4: 132,023 shares 132,023 $9.17M 0.63% +14,554 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: 6,963,218 shares; 2024Q4: 82,923 shares; 2025Q1: 81,640 shares; 2025Q2: 78,767 shares; 2025Q3: 79,146 shares; 2025Q4: 79,955 shares 79,955 $8.91M 0.61% +809 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 429,586 shares; 2025Q1: 368,177 shares; 2025Q2: 431,878 shares; 2025Q3: 493,270 shares; 2025Q4: 474,684 shares 474,684 $8.39M 0.57% -18,586 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: 7,370,916 shares; 2024Q4: 8,793 shares; 2025Q1: 8,955 shares; 2025Q2: 8,205 shares; 2025Q3: 8,210 shares; 2025Q4: 8,864 shares 8,864 $7.64M 0.52% +654 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: 8,779,833 shares; 2024Q4: 20,849 shares; 2025Q1: 20,844 shares; 2025Q2: 19,956 shares; 2025Q3: 19,971 shares; 2025Q4: 21,783 shares 21,783 $7.5M 0.51% +1,812 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,936 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301,100 shares; 2025Q3: 423,570 shares; 2025Q4: 1,278,195 shares 1,278,195 $7.36M 0.5% +854,625 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: 8,473,847 shares; 2024Q4: 19,599 shares; 2025Q1: 19,734 shares; 2025Q2: 15,765 shares; 2025Q3: 15,765 shares; 2025Q4: 14,462 shares 14,462 $7.27M 0.5% -1,303 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613,285 shares; 2024Q4: 180,878 shares; 2025Q1: 187,706 shares; 2025Q2: 206,047 shares; 2025Q3: 275,891 shares; 2025Q4: 313,458 shares 313,458 $6.34M 0.43% +37,567 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: 1,895,439 shares; 2024Q4: 45,581 shares; 2025Q1: 66,268 shares; 2025Q2: 94,907 shares; 2025Q3: 94,907 shares; 2025Q4: 100,308 shares 100,308 $6.27M 0.43% +5,401 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: 7,860,909 shares; 2024Q4: 36,050 shares; 2025Q1: 41,608 shares; 2025Q2: 30,581 shares; 2025Q3: 30,529 shares; 2025Q4: 29,115 shares 29,115 $6.24M 0.43% -1,414 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: 4,547,788 shares; 2024Q4: 88,174 shares; 2025Q1: 238,473 shares; 2025Q2: 253,322 shares; 2025Q3: 103,322 shares; 2025Q4: 327,949 shares 327,949 $6.16M 0.42% +224,627 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: not reported; 2024Q4: 67,348 shares; 2025Q1: 68,407 shares; 2025Q2: 59,626 shares; 2025Q3: 59,626 shares; 2025Q4: 52,424 shares 52,424 $6.12M 0.42% -7,202 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: not reported; 2024Q4: 6,635 shares; 2025Q1: 7,313 shares; 2025Q2: 7,805 shares; 2025Q3: 7,805 shares; 2025Q4: 7,725 shares 7,725 $5.82M 0.4% -80 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452,833 shares; 2024Q4: 124,627 shares; 2025Q1: 120,160 shares; 2025Q2: 124,971 shares; 2025Q3: 124,971 shares; 2025Q4: 130,023 shares 130,023 $5.77M 0.39% +5,052 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: 6,893,677 shares; 2024Q4: 94,306 shares; 2025Q1: 62,151 shares; 2025Q2: 56,201 shares; 2025Q3: 56,201 shares; 2025Q4: 46,801 shares 46,801 $5.63M 0.39% -9,400 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: 5,296,737 shares; 2024Q4: 218,350 shares; 2025Q1: 217,788 shares; 2025Q2: 223,224 shares; 2025Q3: 13,224 shares; 2025Q4: 226,009 shares 226,009 $5.5M 0.38% +212,785 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: not reported; 2024Q4: 14,743 shares; 2025Q1: 14,856 shares; 2025Q2: 14,698 shares; 2025Q3: 14,698 shares; 2025Q4: 37,726 shares 37,726 $5.43M 0.37% +23,028 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: 4,815,534 shares; 2024Q4: 101,119 shares; 2025Q1: 99,255 shares; 2025Q2: 102,144 shares; 2025Q3: 102,144 shares; 2025Q4: 131,647 shares 131,647 $5.36M 0.37% +29,503 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: 1,072,039 shares; 2024Q4: 118,424 shares; 2025Q1: 128,235 shares; 2025Q2: 328,061 shares; 2025Q3: 340,054 shares; 2025Q4: 486,562 shares 486,562 $5.22M 0.36% +146,508 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: 4,201,150 shares; 2024Q4: 29,282 shares; 2025Q1: 32,784 shares; 2025Q2: 32,528 shares; 2025Q3: 32,628 shares; 2025Q4: 33,531 shares 33,531 $5.17M 0.35% +903 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: 4,901,390 shares; 2024Q4: 31,674 shares; 2025Q1: 28,988 shares; 2025Q2: 29,798 shares; 2025Q3: 29,798 shares; 2025Q4: 32,873 shares 32,873 $5.01M 0.34% +3,075 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,173,142 shares; 2024Q4: 17,218 shares; 2025Q1: 14,479 shares; 2025Q2: 15,616 shares; 2025Q3: 15,616 shares; 2025Q4: 16,175 shares 16,175 $4.98M 0.34% +559 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,061,530 shares; 2024Q4: 225,491 shares; 2025Q1: 235,121 shares; 2025Q2: 224,260 shares; 2025Q3: 215,083 shares; 2025Q4: 223,445 shares 223,445 $4.97M 0.34% +8,362 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078,064 shares; 2024Q4: 59,431 shares; 2025Q1: 68,794 shares; 2025Q2: 79,481 shares; 2025Q3: 79,881 shares; 2025Q4: 85,155 shares 85,155 $4.95M 0.34% +5,274 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595,172 shares; 2025Q3: 644,194 shares; 2025Q4: 892,125 shares 892,125 $4.83M 0.33% +247,931 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: 3,259,063 shares; 2024Q4: 18,251 shares; 2025Q1: 19,122 shares; 2025Q2: 21,534 shares; 2025Q3: 21,534 shares; 2025Q4: 25,885 shares 25,885 $4.77M 0.33% +4,351 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: 2,686,799 shares; 2024Q4: 13,062 shares; 2025Q1: 16,048 shares; 2025Q2: 12,860 shares; 2025Q3: 12,875 shares; 2025Q4: 12,980 shares 12,980 $4.59M 0.31% +105 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: not reported; 2024Q4: 27,290 shares; 2025Q1: 48,853 shares; 2025Q2: 58,755 shares; 2025Q3: 58,755 shares; 2025Q4: 90,299 shares 90,299 $4.57M 0.31% +31,544 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,873 shares; 2025Q1: 24,202 shares; 2025Q2: 22,095 shares; 2025Q3: 22,095 shares; 2025Q4: 23,503 shares 23,503 $4.5M 0.31% +1,408 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230,989 shares; 2024Q4: 36,017 shares; 2025Q1: 39,651 shares; 2025Q2: 40,625 shares; 2025Q3: 42,425 shares; 2025Q4: 60,557 shares 60,557 $4.45M 0.3% +18,132 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,214 shares; 2025Q1: 7,202 shares; 2025Q2: 8,692 shares; 2025Q3: 8,717 shares; 2025Q4: 12,057 shares 12,057 $4.34M 0.3% +3,340 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,728,063 shares; 2024Q4: 21,247 shares; 2025Q1: 19,342 shares; 2025Q2: 18,535 shares; 2025Q3: 18,535 shares; 2025Q4: 18,704 shares 18,704 $4.27M 0.29% +169 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,402,189 shares; 2024Q4: 8,417 shares; 2025Q1: 8,464 shares; 2025Q2: 9,030 shares; 2025Q3: 9,030 shares; 2025Q4: 8,882 shares 8,882 $4.27M 0.29% -148 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: 3,024,639 shares; 2024Q4: 13,704 shares; 2025Q1: 16,332 shares; 2025Q2: 10,326 shares; 2025Q3: 10,326 shares; 2025Q4: 10,732 shares 10,732 $4.25M 0.29% +406 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,422 shares; 2025Q1: 9,151 shares; 2025Q2: 16,096 shares; 2025Q3: 16,096 shares; 2025Q4: 16,732 shares 16,732 $4.23M 0.29% +636 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504,517 shares; 2024Q4: 76,743 shares; 2025Q1: 76,714 shares; 2025Q2: 86,041 shares; 2025Q3: 86,041 shares; 2025Q4: 91,749 shares 91,749 $4.23M 0.29% +5,708 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 645,592 shares; 2025Q1: 584,837 shares; 2025Q2: 584,812 shares; 2025Q3: 145,812 shares; 2025Q4: 611,815 shares 611,815 $4.22M 0.29% +466,003 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: 3,605,203 shares; 2024Q4: 10,551 shares; 2025Q1: 5,050 shares; 2025Q2: 7,100 shares; 2025Q3: 6,760 shares; 2025Q4: 8,787 shares 8,787 $4.16M 0.28% +2,027 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175,731 shares; 2024Q4: 260,494 shares; 2025Q1: 269,886 shares; 2025Q2: 238,623 shares; 2025Q3: 237,123 shares; 2025Q4: 248,406 shares 248,406 $4.1M 0.28% +11,283 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 424,438 shares; 2025Q1: 308,342 shares; 2025Q2: 312,932 shares; 2025Q3: 312,932 shares; 2025Q4: 355,081 shares 355,081 $4.09M 0.28% +42,149 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,179 shares; 2025Q1: 44,489 shares; 2025Q2: 42,712 shares; 2025Q3: 42,712 shares; 2025Q4: 80,249 shares 80,249 $4.08M 0.28% +37,537 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: 3,693,593 shares; 2024Q4: 28,249 shares; 2025Q1: 27,608 shares; 2025Q2: 26,014 shares; 2025Q3: 26,044 shares; 2025Q4: 28,086 shares 28,086 $4.03M 0.28% +2,042 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027,624 shares; 2024Q4: 7,788 shares; 2025Q1: 10,882 shares; 2025Q2: 12,259 shares; 2025Q3: 12,259 shares; 2025Q4: 12,507 shares 12,507 $3.8M 0.26% +248 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,099 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,773 shares; 2025Q3: 160,833 shares; 2025Q4: 272,738 shares 272,738 $3.77M 0.26% +111,905 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: not reported; 2024Q4: 20,941 shares; 2025Q1: 20,365 shares; 2025Q2: 21,210 shares; 2025Q3: 21,210 shares; 2025Q4: 26,135 shares 26,135 $3.75M 0.26% +4,925 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950,949 shares; 2024Q4: 156,793 shares; 2025Q1: 155,266 shares; 2025Q2: 164,380 shares; 2025Q3: 173,040 shares; 2025Q4: 70,825 shares 70,825 $3.72M 0.25% -102,215 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: 3,124,647 shares; 2024Q4: 39,913 shares; 2025Q1: 32,568 shares; 2025Q2: 38,494 shares; 2025Q3: 38,494 shares; 2025Q4: 40,040 shares 40,040 $3.7M 0.25% +1,546 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: 3,454,473 shares; 2024Q4: 21,327 shares; 2025Q1: 20,558 shares; 2025Q2: 16,654 shares; 2025Q3: 16,654 shares; 2025Q4: 17,837 shares 17,837 $3.69M 0.25% +1,183 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,106 shares; 2024Q4: 18,012 shares; 2025Q1: 25,159 shares; 2025Q2: 28,321 shares; 2025Q3: 28,321 shares; 2025Q4: 81,637 shares 81,637 $3.56M 0.24% +53,316 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: 505,913 shares; 2024Q4: 6,532 shares; 2025Q1: 8,739 shares; 2025Q2: 14,696 shares; 2025Q3: 14,717 shares; 2025Q4: 23,231 shares 23,231 $3.55M 0.24% +8,514 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: 2,136,667 shares; 2024Q4: 5,441 shares; 2025Q1: 6,385 shares; 2025Q2: 6,515 shares; 2025Q3: 6,515 shares; 2025Q4: 6,174 shares 6,174 $3.54M 0.24% -341 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,614 shares; 2025Q1: 37,979 shares; 2025Q2: 79,350 shares; 2025Q3: 79,350 shares; 2025Q4: 102,019 shares 102,019 $3.5M 0.24% +22,669 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,961 shares; 2024Q4: 13,246 shares; 2025Q1: 18,888 shares; 2025Q2: 28,413 shares; 2025Q3: 28,413 shares; 2025Q4: 35,402 shares 35,402 $3.48M 0.24% +6,989 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544,370 shares; 2024Q4: 86,233 shares; 2025Q1: 138,454 shares; 2025Q2: 156,612 shares; 2025Q3: 154,859 shares; 2025Q4: 189,269 shares 189,269 $3.45M 0.24% +34,410 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: 1,416,416 shares; 2024Q4: 1,841 shares; 2025Q1: 2,175 shares; 2025Q2: 2,168 shares; 2025Q3: 2,178 shares; 2025Q4: 5,921 shares 5,921 $3.43M 0.23% +3,743 Timeline RYLD 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: 8,691,874 shares; 2024Q4: 212,958 shares; 2025Q1: 193,362 shares; 2025Q2: 245,487 shares; 2025Q3: 292,259 shares; 2025Q4: 222,194 shares 222,194 $3.4M 0.23% -70,065 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: 2,715,636 shares; 2024Q4: 10,168 shares; 2025Q1: 9,624 shares; 2025Q2: 10,123 shares; 2025Q3: 10,123 shares; 2025Q4: 11,306 shares 11,306 $3.35M 0.23% +1,183 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,845 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,940 shares; 2025Q3: 131,680 shares; 2025Q4: 343,356 shares 343,356 $3.35M 0.23% +211,676 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: 3,426,393 shares; 2024Q4: 32,997 shares; 2025Q1: 34,028 shares; 2025Q2: 33,460 shares; 2025Q3: 33,420 shares; 2025Q4: 29,357 shares 29,357 $3.34M 0.23% -4,063 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587,209 shares; 2024Q4: 134,804 shares; 2025Q1: 126,418 shares; 2025Q2: 126,072 shares; 2025Q3: 126,072 shares; 2025Q4: 126,908 shares 126,908 $3.3M 0.23% +836 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: 79,118 shares; 2025Q1: 76,772 shares; 2025Q2: 78,464 shares; 2025Q3: 78,464 shares; 2025Q4: 79,112 shares 79,112 $3.26M 0.22% +648 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: 2,065,083 shares; 2024Q4: 13,020 shares; 2025Q1: 14,241 shares; 2025Q2: 14,196 shares; 2025Q3: 14,196 shares; 2025Q4: 16,715 shares 16,715 $3.26M 0.22% +2,519 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435,792 shares; 2024Q4: 3,818 shares; 2025Q1: 3,284 shares; 2025Q2: 3,903 shares; 2025Q3: 3,894 shares; 2025Q4: 4,849 shares 4,849 $3.17M 0.22% +955 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,639 shares; 2025Q1: 35,251 shares; 2025Q2: 53,352 shares; 2025Q3: 53,352 shares; 2025Q4: 63,868 shares 63,868 $3.14M 0.21% +10,516 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971,554 shares; 2024Q4: 27,551 shares; 2025Q1: 28,252 shares; 2025Q2: 26,648 shares; 2025Q3: 26,602 shares; 2025Q4: 29,803 shares 29,803 $3.14M 0.21% +3,201 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,017 shares; 2025Q1: 19,260 shares; 2025Q2: 19,194 shares; 2025Q3: 19,194 shares; 2025Q4: 22,993 shares 22,993 $2.97M 0.2% +3,799 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: 1,584,755 shares; 2024Q4: 18,756 shares; 2025Q1: 20,707 shares; 2025Q2: 22,683 shares; 2025Q3: 22,683 shares; 2025Q4: 24,058 shares 24,058 $2.97M 0.2% +1,375 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,157 shares; 2025Q1: 8,457 shares; 2025Q2: 10,157 shares; 2025Q3: 10,157 shares; 2025Q4: 61,087 shares 61,087 $2.93M 0.2% +50,930 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,865 shares; 2025Q3: 45,291 shares; 2025Q4: 63,221 shares 63,221 $2.9M 0.2% +17,930 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,454 shares; 2024Q4: 3,611 shares; 2025Q1: 9,313 shares; 2025Q2: 10,302 shares; 2025Q3: 10,342 shares; 2025Q4: 17,111 shares 17,111 $2.77M 0.19% +6,769 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: 2,832,878 shares; 2024Q4: 12,948 shares; 2025Q1: 12,535 shares; 2025Q2: 15,186 shares; 2025Q3: 15,186 shares; 2025Q4: 11,102 shares 11,102 $2.73M 0.19% -4,084 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: not reported; 2024Q4: 12,959 shares; 2025Q1: 12,396 shares; 2025Q2: 12,773 shares; 2025Q3: 12,773 shares; 2025Q4: 12,318 shares 12,318 $2.71M 0.19% -455 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: 2,936,310 shares; 2024Q4: 18,881 shares; 2025Q1: 17,880 shares; 2025Q2: 16,987 shares; 2025Q3: 16,956 shares; 2025Q4: 15,697 shares 15,697 $2.68M 0.18% -1,259 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: 50,656 shares; 2025Q1: 58,118 shares; 2025Q2: 50,613 shares; 2025Q3: 50,613 shares; 2025Q4: 48,728 shares 48,728 $2.67M 0.18% -1,885 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: 2,591,584 shares; 2024Q4: 13,236 shares; 2025Q1: 13,666 shares; 2025Q2: 13,573 shares; 2025Q3: 13,573 shares; 2025Q4: 11,993 shares 11,993 $2.63M 0.18% -1,580 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: 3,861,208 shares; 2024Q4: 45,165 shares; 2025Q1: 44,760 shares; 2025Q2: 36,053 shares; 2025Q3: 35,823 shares; 2025Q4: 32,162 shares 32,162 $2.58M 0.18% -3,661 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: 2,693,585 shares; 2024Q4: 242,859 shares; 2025Q1: 261,822 shares; 2025Q2: 243,699 shares; 2025Q3: 243,699 shares; 2025Q4: 196,283 shares 196,283 $2.58M 0.18% -47,416 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: not reported; 2024Q4: 15,210 shares; 2025Q1: 13,533 shares; 2025Q2: 14,031 shares; 2025Q3: 14,031 shares; 2025Q4: 16,511 shares 16,511 $2.56M 0.18% +2,480 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172,826 shares; 2024Q4: 3,928 shares; 2025Q1: 3,854 shares; 2025Q2: 3,984 shares; 2025Q3: 3,984 shares; 2025Q4: 4,219 shares 4,219 $2.55M 0.17% +235 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: 2,087,369 shares; 2024Q4: 34,463 shares; 2025Q1: 33,800 shares; 2025Q2: 31,344 shares; 2025Q3: 31,344 shares; 2025Q4: 32,654 shares 32,654 $2.52M 0.17% +1,310 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,108 shares; 2025Q1: 61,595 shares; 2025Q2: 55,774 shares; 2025Q3: 55,774 shares; 2025Q4: 50,233 shares 50,233 $2.51M 0.17% -5,541 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880,188 shares; 2024Q4: 34,230 shares; 2025Q1: 47,980 shares; 2025Q2: 52,949 shares; 2025Q3: 52,949 shares; 2025Q4: 49,184 shares 49,184 $2.5M 0.17% -3,765 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402,678 shares; 2024Q4: 81,199 shares; 2025Q1: 79,139 shares; 2025Q2: 79,139 shares; 2025Q3: 79,139 shares; 2025Q4: 73,774 shares 73,774 $2.38M 0.16% -5,365 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: 3,165,817 shares; 2024Q4: 141,676 shares; 2025Q1: 141,526 shares; 2025Q2: 139,224 shares; 2025Q3: 164,627 shares; 2025Q4: 160,541 shares 160,541 $2.38M 0.16% -4,086 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,331 shares; 2025Q1: 48,489 shares; 2025Q2: 69,458 shares; 2025Q3: 61,991 shares; 2025Q4: 58,378 shares 58,378 $2.37M 0.16% -3,613 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141,915 shares; 2024Q4: 14,316 shares; 2025Q1: 14,011 shares; 2025Q2: 14,682 shares; 2025Q3: 14,682 shares; 2025Q4: 14,559 shares 14,559 $2.34M 0.16% -123 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,886 shares; 2024Q4: 3,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,048 shares 29,048 $2.32M 0.16% new 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: not reported; 2024Q4: 78,455 shares; 2025Q1: 76,655 shares; 2025Q2: 71,852 shares; 2025Q3: 71,852 shares; 2025Q4: 38,213 shares 38,213 $2.3M 0.16% -33,639 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,527 shares; 2025Q1: 66,546 shares; 2025Q2: 89,146 shares; 2025Q3: 164,796 shares; 2025Q4: 159,727 shares 159,727 $2.26M 0.16% -5,069 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,604 shares; 2025Q1: 71,038 shares; 2025Q2: 97,505 shares; 2025Q3: 97,505 shares; 2025Q4: 107,800 shares 107,800 $2.24M 0.15% +10,295 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,470 shares; 2025Q1: 31,086 shares; 2025Q2: 32,136 shares; 2025Q3: 32,136 shares; 2025Q4: 39,564 shares 39,564 $2.24M 0.15% +7,428 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104,142 shares; 2024Q4: 236,725 shares; 2025Q1: 253,059 shares; 2025Q2: 282,433 shares; 2025Q3: 282,481 shares; 2025Q4: 283,097 shares 283,097 $2.22M 0.15% +616 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,059 shares; 2025Q1: 29,881 shares; 2025Q2: 25,888 shares; 2025Q3: 25,888 shares; 2025Q4: 30,976 shares 30,976 $2.21M 0.15% +5,088 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001,391 shares; 2024Q4: 23,947 shares; 2025Q1: 25,558 shares; 2025Q2: not reported; 2025Q3: 18,931 shares; 2025Q4: 22,530 shares 22,530 $2.2M 0.15% +3,599 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,694 shares; 2024Q4: 15,986 shares; 2025Q1: 16,100 shares; 2025Q2: 15,947 shares; 2025Q3: 15,947 shares; 2025Q4: 16,487 shares 16,487 $2.15M 0.15% +540 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: not reported; 2024Q4: 52,109 shares; 2025Q1: 49,512 shares; 2025Q2: 46,267 shares; 2025Q3: 46,267 shares; 2025Q4: 35,897 shares 35,897 $2.15M 0.15% -10,370 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,006 shares; 2024Q4: not reported; 2025Q1: 21,610 shares; 2025Q2: 29,510 shares; 2025Q3: 29,510 shares; 2025Q4: 133,445 shares 133,445 $2.14M 0.15% +103,935 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 947,716 shares; 2025Q2: not reported; 2025Q3: 14,517 shares; 2025Q4: 803,476 shares 803,476 $2.14M 0.15% +788,959 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,581 shares; 2025Q1: 34,926 shares; 2025Q2: 33,927 shares; 2025Q3: 33,927 shares; 2025Q4: 31,493 shares 31,493 $2.14M 0.15% -2,434 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,974 shares; 2025Q1: 44,021 shares; 2025Q2: 53,036 shares; 2025Q3: 53,036 shares; 2025Q4: 44,513 shares 44,513 $2.1M 0.14% -8,523 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409,530 shares; 2024Q4: 56,256 shares; 2025Q1: 56,066 shares; 2025Q2: 56,366 shares; 2025Q3: 56,366 shares; 2025Q4: 50,544 shares 50,544 $2.09M 0.14% -5,822 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,927 shares; 2025Q1: 3,296 shares; 2025Q2: 3,571 shares; 2025Q3: 3,571 shares; 2025Q4: 4,201 shares 4,201 $2.05M 0.14% +630 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378,390 shares; 2024Q4: 4,540 shares; 2025Q1: 5,696 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 5,853 shares 5,853 $2.05M 0.14% -848 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: 1,333,560 shares; 2024Q4: 6,552 shares; 2025Q1: 6,628 shares; 2025Q2: 8,025 shares; 2025Q3: 8,025 shares; 2025Q4: 9,547 shares 9,547 $2.02M 0.14% +1,522 Timeline PFF 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: 68,376 shares; 2025Q1: 77,953 shares; 2025Q2: 79,927 shares; 2025Q3: 79,927 shares; 2025Q4: 65,296 shares 65,296 $2.02M 0.14% -14,631 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329,127 shares; 2024Q4: 37,373 shares; 2025Q1: 43,414 shares; 2025Q2: 35,739 shares; 2025Q3: 35,739 shares; 2025Q4: 37,227 shares 37,227 $2.01M 0.14% +1,488 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 27,556 shares 27,556 $1.97M 0.14% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220,385 shares; 2024Q4: 21,403 shares; 2025Q1: 21,847 shares; 2025Q2: 14,472 shares; 2025Q3: 14,372 shares; 2025Q4: 13,686 shares 13,686 $1.96M 0.13% -686 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: 2,319,142 shares; 2024Q4: 7,696 shares; 2025Q1: 7,225 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 6,423 shares 6,423 $1.96M 0.13% +748 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: 1,589,348 shares; 2024Q4: 26,053 shares; 2025Q1: 21,914 shares; 2025Q2: 31,667 shares; 2025Q3: 31,667 shares; 2025Q4: 25,270 shares 25,270 $1.94M 0.13% -6,397 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: 1,170,087 shares; 2024Q4: 30,846 shares; 2025Q1: 32,538 shares; 2025Q2: 30,985 shares; 2025Q3: 30,985 shares; 2025Q4: 35,941 shares 35,941 $1.93M 0.13% +4,956 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: 4,372,993 shares; 2024Q4: 33,248 shares; 2025Q1: 38,647 shares; 2025Q2: 13,337 shares; 2025Q3: 13,337 shares; 2025Q4: 13,548 shares 13,548 $1.91M 0.13% +211 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413,532 shares; 2024Q4: 22,770 shares; 2025Q1: 22,907 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 19,073 shares 19,073 $1.91M 0.13% -4,927 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227,848 shares; 2024Q4: 87,226 shares; 2025Q1: 150,699 shares; 2025Q2: 204,934 shares; 2025Q3: 204,934 shares; 2025Q4: 141,176 shares 141,176 $1.87M 0.13% -63,758 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190,156 shares; 2024Q4: 22,393 shares; 2025Q1: 27,692 shares; 2025Q2: 6,075 shares; 2025Q3: 6,175 shares; 2025Q4: 9,355 shares 9,355 $1.87M 0.13% +3,180 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,893 shares; 2025Q1: 20,471 shares; 2025Q2: 21,585 shares; 2025Q3: 21,585 shares; 2025Q4: 36,337 shares 36,337 $1.85M 0.13% +14,752 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280,961 shares; 2024Q4: 51,397 shares; 2025Q1: 53,292 shares; 2025Q2: 58,935 shares; 2025Q3: 59,762 shares; 2025Q4: 50,128 shares 50,128 $1.84M 0.13% -9,634 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,968 shares; 2025Q1: 48,945 shares; 2025Q2: 49,853 shares; 2025Q3: 49,853 shares; 2025Q4: 47,393 shares 47,393 $1.82M 0.12% -2,460 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: 1,730,105 shares; 2024Q4: 29,041 shares; 2025Q1: 24,677 shares; 2025Q2: 21,098 shares; 2025Q3: 21,098 shares; 2025Q4: 27,515 shares 27,515 $1.82M 0.12% +6,417 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: 1,119,262 shares; 2024Q4: 13,823 shares; 2025Q1: 12,050 shares; 2025Q2: 10,296 shares; 2025Q3: 10,296 shares; 2025Q4: 30,942 shares 30,942 $1.81M 0.12% +20,646 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,393 shares; 2025Q1: 37,424 shares; 2025Q2: 33,923 shares; 2025Q3: 33,923 shares; 2025Q4: 27,484 shares 27,484 $1.8M 0.12% -6,439 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,285 shares; 2024Q4: 5,106 shares; 2025Q1: 9,834 shares; 2025Q2: 9,923 shares; 2025Q3: 9,923 shares; 2025Q4: 9,283 shares 9,283 $1.78M 0.12% -640 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701,013 shares; 2024Q4: 13,065 shares; 2025Q1: 12,622 shares; 2025Q2: 10,903 shares; 2025Q3: 10,903 shares; 2025Q4: 9,654 shares 9,654 $1.77M 0.12% -1,249 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: 11,855,717 shares; 2024Q4: 14,751 shares; 2025Q1: 20,157 shares; 2025Q2: 13,712 shares; 2025Q3: 13,668 shares; 2025Q4: 41,455 shares 41,455 $1.77M 0.12% +27,787 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,742 shares; 2025Q1: 29,276 shares; 2025Q2: 20,263 shares; 2025Q3: 20,263 shares; 2025Q4: 19,229 shares 19,229 $1.76M 0.12% -1,034 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,049 shares; 2025Q1: 52,326 shares; 2025Q2: 62,074 shares; 2025Q3: 61,074 shares; 2025Q4: 63,229 shares 63,229 $1.73M 0.12% +2,155 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: 925,831 shares; 2024Q4: 3,714 shares; 2025Q1: 3,965 shares; 2025Q2: 3,568 shares; 2025Q3: 3,584 shares; 2025Q4: 3,676 shares 3,676 $1.72M 0.12% +92 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,064 shares; 2024Q4: not reported; 2025Q1: 54,600 shares; 2025Q2: 86,900 shares; 2025Q3: 86,900 shares; 2025Q4: 86,900 shares 86,900 $1.72M 0.12% 0 Timeline QTEC 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: 2,726,386 shares; 2024Q4: 6,742 shares; 2025Q1: 5,966 shares; 2025Q2: 7,316 shares; 2025Q3: 7,416 shares; 2025Q4: 7,458 shares 7,458 $1.72M 0.12% +42 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,718 shares; 2024Q4: 69,589 shares; 2025Q1: 100,326 shares; 2025Q2: 120,733 shares; 2025Q3: 124,233 shares; 2025Q4: 133,988 shares 133,988 $1.71M 0.12% +9,755 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: 20,325,139 shares; 2024Q4: 12,542 shares; 2025Q1: 11,780 shares; 2025Q2: 8,779 shares; 2025Q3: 8,779 shares; 2025Q4: 8,766 shares 8,766 $1.67M 0.11% -13 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,421,500 shares; 2024Q4: 21,509 shares; 2025Q1: 21,663 shares; 2025Q2: 21,663 shares; 2025Q3: 21,663 shares; 2025Q4: 20,763 shares 20,763 $1.66M 0.11% -900 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN 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: 57,875 shares; 2025Q3: 73,535 shares; 2025Q4: 141,595 shares 141,595 $1.65M 0.11% +68,060 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,537 shares; 2025Q1: 24,787 shares; 2025Q2: 22,701 shares; 2025Q3: 22,701 shares; 2025Q4: 21,655 shares 21,655 $1.63M 0.11% -1,046 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: 1,679,805 shares; 2024Q4: 14,721 shares; 2025Q1: 11,991 shares; 2025Q2: 11,950 shares; 2025Q3: 11,950 shares; 2025Q4: 12,827 shares 12,827 $1.61M 0.11% +877 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919,865 shares; 2024Q4: 4,471 shares; 2025Q1: 4,336 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,616 shares 3,616 $1.61M 0.11% +1 Timeline FXO 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: 41,624 shares; 2025Q1: 25,983 shares; 2025Q2: 26,001 shares; 2025Q3: 26,001 shares; 2025Q4: 26,559 shares 26,559 $1.6M 0.11% +558 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682,970 shares; 2024Q4: not reported; 2025Q1: 222,944 shares; 2025Q2: 141,831 shares; 2025Q3: 6,831 shares; 2025Q4: 52,155 shares 52,155 $1.6M 0.11% +45,324 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: 311,273 shares; 2024Q4: 2,034 shares; 2025Q1: 2,182 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 15,794 shares 15,794 $1.59M 0.11% +12,394 Timeline QDPL 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: 28,931 shares; 2025Q1: 35,536 shares; 2025Q2: 36,299 shares; 2025Q3: 36,308 shares; 2025Q4: 37,166 shares 37,166 $1.58M 0.11% +858 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: 2,923,684 shares; 2024Q4: 84,814 shares; 2025Q1: 76,522 shares; 2025Q2: not reported; 2025Q3: 69,760 shares; 2025Q4: 130,386 shares 130,386 $1.58M 0.11% +60,626 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645,137 shares; 2024Q4: 4,311 shares; 2025Q1: 4,248 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 4,035 shares 4,035 $1.57M 0.11% +100 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627,268 shares; 2024Q4: 48,037 shares; 2025Q1: 47,021 shares; 2025Q2: 51,179 shares; 2025Q3: 51,179 shares; 2025Q4: 49,931 shares 49,931 $1.56M 0.11% -1,248 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,619 shares; 2024Q4: 2,078 shares; 2025Q1: 2,379 shares; 2025Q2: 2,640 shares; 2025Q3: 2,650 shares; 2025Q4: 2,754 shares 2,754 $1.56M 0.11% +104 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697,358 shares; 2024Q4: 12,366 shares; 2025Q1: 8,426 shares; 2025Q2: 9,331 shares; 2025Q3: 9,331 shares; 2025Q4: 10,640 shares 10,640 $1.56M 0.11% +1,309 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,730 shares; 2025Q1: 9,789 shares; 2025Q2: 10,986 shares; 2025Q3: 10,986 shares; 2025Q4: 14,125 shares 14,125 $1.53M 0.11% +3,139 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,119 shares; 2024Q4: 20,742 shares; 2025Q1: 21,032 shares; 2025Q2: 19,455 shares; 2025Q3: 79,555 shares; 2025Q4: 109,555 shares 109,555 $1.53M 0.1% +30,000 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: not reported; 2024Q4: 54,745 shares; 2025Q1: 43,349 shares; 2025Q2: 52,300 shares; 2025Q3: 51,900 shares; 2025Q4: 57,820 shares 57,820 $1.52M 0.1% +5,920 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,223 shares; 2025Q1: 3,667 shares; 2025Q2: 4,307 shares; 2025Q3: 4,307 shares; 2025Q4: 7,612 shares 7,612 $1.51M 0.1% +3,305 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: 1,545,682 shares; 2024Q4: 11,946 shares; 2025Q1: 9,019 shares; 2025Q2: 8,484 shares; 2025Q3: 8,484 shares; 2025Q4: 12,493 shares 12,493 $1.5M 0.1% +4,009 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: 1,744,302 shares; 2024Q4: 26,900 shares; 2025Q1: 23,837 shares; 2025Q2: 20,574 shares; 2025Q3: 20,589 shares; 2025Q4: 21,409 shares 21,409 $1.5M 0.1% +820 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: 1,191,155 shares; 2024Q4: 11,233 shares; 2025Q1: 9,900 shares; 2025Q2: 9,551 shares; 2025Q3: 9,551 shares; 2025Q4: 9,543 shares 9,543 $1.47M 0.1% -8 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341,335 shares; 2024Q4: 28,822 shares; 2025Q1: 31,156 shares; 2025Q2: 26,235 shares; 2025Q3: 26,235 shares; 2025Q4: 50,325 shares 50,325 $1.46M 0.1% +24,090 Timeline ETW 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: 1,224,600 shares; 2024Q4: 147,973 shares; 2025Q1: 155,817 shares; 2025Q2: 160,758 shares; 2025Q3: 160,758 shares; 2025Q4: 158,318 shares 158,318 $1.46M 0.1% -2,440 Timeline QQEW 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: 9,788 shares; 2025Q1: 10,552 shares; 2025Q2: 9,988 shares; 2025Q3: 9,988 shares; 2025Q4: 10,053 shares 10,053 $1.43M 0.1% +65 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,238 shares; 2024Q4: 79,569 shares; 2025Q1: 54,886 shares; 2025Q2: 52,610 shares; 2025Q3: 52,610 shares; 2025Q4: 61,809 shares 61,809 $1.43M 0.1% +9,199 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,576 shares; 2024Q4: 12,077 shares; 2025Q1: 11,241 shares; 2025Q2: 14,387 shares; 2025Q3: 14,387 shares; 2025Q4: 21,199 shares 21,199 $1.43M 0.1% +6,812 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993,419 shares; 2024Q4: 333 shares; 2025Q1: 417 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 416 shares 416 $1.41M 0.1% +2 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 57,520 shares 57,520 $1.41M 0.1% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999,729 shares; 2024Q4: 8,911 shares; 2025Q1: 8,906 shares; 2025Q2: 8,222 shares; 2025Q3: 8,222 shares; 2025Q4: 8,776 shares 8,776 $1.41M 0.1% +554 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: 2,523,387 shares; 2024Q4: 36,265 shares; 2025Q1: 14,571 shares; 2025Q2: 3,788 shares; 2025Q3: 3,788 shares; 2025Q4: 4,300 shares 4,300 $1.41M 0.1% +512 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,039 shares; 2024Q4: 10,039 shares; 2025Q1: 11,727 shares; 2025Q2: 12,984 shares; 2025Q3: 12,984 shares; 2025Q4: 13,174 shares 13,174 $1.4M 0.1% +190 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: not reported; 2024Q4: 104,676 shares; 2025Q1: 104,514 shares; 2025Q2: 76,642 shares; 2025Q3: 24,642 shares; 2025Q4: 75,573 shares 75,573 $1.4M 0.1% +50,931 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298,257 shares; 2024Q4: 28,703 shares; 2025Q1: 29,055 shares; 2025Q2: 28,462 shares; 2025Q3: 8,462 shares; 2025Q4: 141,326 shares 141,326 $1.39M 0.1% +132,864 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,003 shares; 2025Q1: 19,539 shares; 2025Q2: 27,203 shares; 2025Q3: 27,203 shares; 2025Q4: 28,598 shares 28,598 $1.38M 0.09% +1,395 Timeline IBTG 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: 53,490 shares; 2025Q1: 63,280 shares; 2025Q2: 63,280 shares; 2025Q3: 63,280 shares; 2025Q4: 60,111 shares 60,111 $1.38M 0.09% -3,169 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,780 shares; 2025Q2: 9,308 shares; 2025Q3: 9,308 shares; 2025Q4: 8,015 shares 8,015 $1.37M 0.09% -1,293 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407,533 shares; 2024Q4: 10,672 shares; 2025Q1: 7,627 shares; 2025Q2: 6,597 shares; 2025Q3: 6,597 shares; 2025Q4: 6,501 shares 6,501 $1.37M 0.09% -96 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: 909,737 shares; 2024Q4: 3,213 shares; 2025Q1: 3,239 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 3,681 shares 3,681 $1.36M 0.09% +829 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: not reported; 2024Q4: 16,530 shares; 2025Q1: 15,022 shares; 2025Q2: 15,132 shares; 2025Q3: 15,132 shares; 2025Q4: 14,244 shares 14,244 $1.34M 0.09% -888 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301,295 shares; 2024Q4: 48,036 shares; 2025Q1: 48,036 shares; 2025Q2: 48,036 shares; 2025Q3: 48,036 shares; 2025Q4: 48,036 shares 48,036 $1.33M 0.09% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606,661 shares; 2024Q4: 1,670 shares; 2025Q1: 1,706 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,643 shares 1,643 $1.33M 0.09% +57 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076,349 shares; 2024Q4: 12,501 shares; 2025Q1: 12,130 shares; 2025Q2: 8,856 shares; 2025Q3: 8,856 shares; 2025Q4: 8,166 shares 8,166 $1.33M 0.09% -690 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,785 shares; 2025Q2: 31,514 shares; 2025Q3: 31,914 shares; 2025Q4: 29,084 shares 29,084 $1.32M 0.09% -2,830 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,325 shares 47,325 $1.31M 0.09% new Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,159 shares; 2024Q4: 115,516 shares; 2025Q1: 126,877 shares; 2025Q2: 137,527 shares; 2025Q3: 137,527 shares; 2025Q4: 146,577 shares 146,577 $1.3M 0.09% +9,050 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: not reported; 2024Q4: 9,022 shares; 2025Q1: 8,616 shares; 2025Q2: 9,285 shares; 2025Q3: 9,285 shares; 2025Q4: 14,575 shares 14,575 $1.3M 0.09% +5,290 Timeline SDVD 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: 27,090 shares; 2025Q1: 35,892 shares; 2025Q2: 54,410 shares; 2025Q3: 54,410 shares; 2025Q4: 60,737 shares 60,737 $1.3M 0.09% +6,327 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878,093 shares; 2024Q4: 45,584 shares; 2025Q1: 60,655 shares; 2025Q2: 64,800 shares; 2025Q3: 64,800 shares; 2025Q4: 55,651 shares 55,651 $1.3M 0.09% -9,149 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: 1,502,813 shares; 2024Q4: 15,913 shares; 2025Q1: 16,008 shares; 2025Q2: 14,493 shares; 2025Q3: 14,493 shares; 2025Q4: 14,920 shares 14,920 $1.3M 0.09% +427 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,990 shares; 2024Q4: 296,550 shares; 2025Q1: 280,550 shares; 2025Q2: 281,050 shares; 2025Q3: 281,050 shares; 2025Q4: 286,650 shares 286,650 $1.28M 0.09% +5,600 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010,189 shares; 2024Q4: 122,645 shares; 2025Q1: 115,645 shares; 2025Q2: 57,910 shares; 2025Q3: 57,910 shares; 2025Q4: 41,808 shares 41,808 $1.28M 0.09% -16,102 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,579 shares; 2025Q1: 14,983 shares; 2025Q2: 13,248 shares; 2025Q3: 13,248 shares; 2025Q4: 13,188 shares 13,188 $1.27M 0.09% -60 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287,318 shares; 2024Q4: 41,303 shares; 2025Q1: 42,778 shares; 2025Q2: 39,420 shares; 2025Q3: 39,420 shares; 2025Q4: 39,301 shares 39,301 $1.26M 0.09% -119 Timeline IBHF 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: 32,375 shares; 2025Q1: 48,655 shares; 2025Q2: 55,710 shares; 2025Q3: 55,710 shares; 2025Q4: 53,987 shares 53,987 $1.25M 0.09% -1,723 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,061 shares; 2024Q4: 25,577 shares; 2025Q1: 45,503 shares; 2025Q2: 52,139 shares; 2025Q3: 52,139 shares; 2025Q4: 55,339 shares 55,339 $1.24M 0.08% +3,200 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: 1,379,472 shares; 2024Q4: 3,554 shares; 2025Q1: 3,382 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,670 shares 3,670 $1.24M 0.08% +408 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: 1,154,775 shares; 2024Q4: 12,861 shares; 2025Q1: 16,003 shares; 2025Q2: 12,366 shares; 2025Q3: 12,366 shares; 2025Q4: 16,523 shares 16,523 $1.22M 0.08% +4,157 Timeline ESGU 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: 3,237 shares; 2025Q1: not reported; 2025Q2: 6,428 shares; 2025Q3: 6,428 shares; 2025Q4: 8,196 shares 8,196 $1.22M 0.08% +1,768 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,329 shares; 2025Q1: 32,896 shares; 2025Q2: 30,600 shares; 2025Q3: 30,600 shares; 2025Q4: 25,935 shares 25,935 $1.22M 0.08% -4,665 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: 1,002,848 shares; 2024Q4: 3,351 shares; 2025Q1: 3,517 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 4,593 shares 4,593 $1.22M 0.08% +2,157 Timeline SPPP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,092 shares 72,092 $1.21M 0.08% new Timeline SLQD 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: 42,848 shares; 2025Q1: 36,996 shares; 2025Q2: 34,858 shares; 2025Q3: 34,858 shares; 2025Q4: 23,821 shares 23,821 $1.21M 0.08% -11,037 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,446 shares; 2024Q4: 48,821 shares; 2025Q1: not reported; 2025Q2: 27,605 shares; 2025Q3: 27,605 shares; 2025Q4: 62,263 shares 62,263 $1.19M 0.08% +34,658 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES 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: 37,900 shares 37,900 $1.18M 0.08% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,187 shares; 2024Q4: 11,196 shares; 2025Q1: 12,981 shares; 2025Q2: 16,216 shares; 2025Q3: 16,216 shares; 2025Q4: 26,215 shares 26,215 $1.17M 0.08% +9,999 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,225,408 shares; 2024Q4: 3,848 shares; 2025Q1: 4,305 shares; 2025Q2: 3,968 shares; 2025Q3: 3,968 shares; 2025Q4: 3,841 shares 3,841 $1.16M 0.08% -127 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,077 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,079 shares 1,079 $1.15M 0.08% +70 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: 772,094 shares; 2024Q4: 1,947 shares; 2025Q1: 2,035 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,476 shares 2,476 $1.15M 0.08% +270 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: 1,185,067 shares; 2024Q4: 1,343 shares; 2025Q1: 1,342 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 7,461 shares 7,461 $1.14M 0.08% +6,304 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: 1,559,178 shares; 2024Q4: 3,499 shares; 2025Q1: 3,703 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,358 shares 2,358 $1.14M 0.08% +237 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160,998 shares; 2024Q4: 13,275 shares; 2025Q1: 13,276 shares; 2025Q2: 11,307 shares; 2025Q3: 11,307 shares; 2025Q4: 11,312 shares 11,312 $1.13M 0.08% +5 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS 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: 106,565 shares 106,565 $1.12M 0.08% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,830 shares; 2025Q1: 17,806 shares; 2025Q2: 19,101 shares; 2025Q3: 19,101 shares; 2025Q4: 15,509 shares 15,509 $1.12M 0.08% -3,592 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,331 shares; 2024Q4: 2,450 shares; 2025Q1: 2,907 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares; 2025Q4: 4,908 shares 4,908 $1.12M 0.08% +2,385 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205,666 shares; 2024Q4: 14,379 shares; 2025Q1: 15,517 shares; 2025Q2: 15,594 shares; 2025Q3: 15,594 shares; 2025Q4: 11,926 shares 11,926 $1.12M 0.08% -3,668 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298,415 shares; 2024Q4: 14,420 shares; 2025Q1: 14,597 shares; 2025Q2: 14,084 shares; 2025Q3: 14,084 shares; 2025Q4: 11,591 shares 11,591 $1.11M 0.08% -2,493 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: 854,487 shares; 2024Q4: 742 shares; 2025Q1: 890 shares; 2025Q2: 12,810 shares; 2025Q3: 12,810 shares; 2025Q4: 12,178 shares 12,178 $1.11M 0.08% -632 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,067 shares; 2024Q4: 3,197 shares; 2025Q1: 3,064 shares; 2025Q2: 2,951 shares; 2025Q3: 2,951 shares; 2025Q4: 3,546 shares 3,546 $1.11M 0.08% +595 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,465 shares; 2024Q4: 45,717 shares; 2025Q1: 55,342 shares; 2025Q2: 64,651 shares; 2025Q3: 64,683 shares; 2025Q4: 65,248 shares 65,248 $1.1M 0.08% +565 Timeline IWV 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: 828,914 shares; 2024Q4: 2,586 shares; 2025Q1: 2,664 shares; 2025Q2: 2,692 shares; 2025Q3: 2,692 shares; 2025Q4: 2,852 shares 2,852 $1.1M 0.08% +160 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: 539,818 shares; 2024Q4: 17,325 shares; 2025Q1: 17,394 shares; 2025Q2: 15,711 shares; 2025Q3: 15,711 shares; 2025Q4: 17,074 shares 17,074 $1.1M 0.08% +1,363 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,881 shares; 2025Q1: 15,735 shares; 2025Q2: 13,664 shares; 2025Q3: 13,664 shares; 2025Q4: 13,853 shares 13,853 $1.08M 0.07% +189 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,035 shares; 2024Q4: 6,487 shares; 2025Q1: 5,619 shares; 2025Q2: 18,388 shares; 2025Q3: 18,388 shares; 2025Q4: 19,715 shares 19,715 $1.08M 0.07% +1,327 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: 948,704 shares; 2024Q4: 103,908 shares; 2025Q1: 156,043 shares; 2025Q2: 156,729 shares; 2025Q3: 6,829 shares; 2025Q4: 154,741 shares 154,741 $1.08M 0.07% +147,912 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 26,769 shares; 2025Q2: 31,675 shares; 2025Q3: 32,195 shares; 2025Q4: 36,733 shares 36,733 $1.08M 0.07% +4,538 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,287 shares; 2025Q1: 3,576 shares; 2025Q2: 3,472 shares; 2025Q3: 3,472 shares; 2025Q4: 3,702 shares 3,702 $1.07M 0.07% +230 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: 1,296,184 shares; 2024Q4: 12,551 shares; 2025Q1: 11,435 shares; 2025Q2: 12,067 shares; 2025Q3: 12,067 shares; 2025Q4: 11,044 shares 11,044 $1.07M 0.07% -1,023 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: not reported; 2024Q4: 6,330 shares; 2025Q1: 5,222 shares; 2025Q2: 5,317 shares; 2025Q3: 5,317 shares; 2025Q4: 4,984 shares 4,984 $1.07M 0.07% -333 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS 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: 38,250 shares 38,250 $1.07M 0.07% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642,504 shares; 2024Q4: 13,034 shares; 2025Q1: 11,233 shares; 2025Q2: 7,740 shares; 2025Q3: 7,780 shares; 2025Q4: 8,680 shares 8,680 $1.07M 0.07% +900 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235,531 shares; 2024Q4: 14,436 shares; 2025Q1: 15,454 shares; 2025Q2: 13,119 shares; 2025Q3: 13,119 shares; 2025Q4: 13,495 shares 13,495 $1.06M 0.07% +376 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865,570 shares; 2024Q4: 28,530 shares; 2025Q1: 31,802 shares; 2025Q2: 30,008 shares; 2025Q3: 30,008 shares; 2025Q4: 28,814 shares 28,814 $1.06M 0.07% -1,194 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277,673 shares; 2024Q4: 59,515 shares; 2025Q1: 37,658 shares; 2025Q2: 36,705 shares; 2025Q3: 36,705 shares; 2025Q4: 30,306 shares 30,306 $1.05M 0.07% -6,399 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,439 shares; 2024Q4: 74,303 shares; 2025Q1: 105,737 shares; 2025Q2: 117,045 shares; 2025Q3: 119,045 shares; 2025Q4: 134,199 shares 134,199 $1.05M 0.07% +15,154 Timeline FBT 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: 185,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,058 shares 5,058 $1.04M 0.07% new 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: 510,358 shares; 2024Q4: 1,445 shares; 2025Q1: 1,585 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 3,854 shares 3,854 $1.03M 0.07% +2,166 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,524 shares; 2024Q4: not reported; 2025Q1: 3,071 shares; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 9,238 shares 9,238 $1.03M 0.07% +5,073 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261,270 shares; 2024Q4: 7,144 shares; 2025Q1: 8,353 shares; 2025Q2: 7,461 shares; 2025Q3: 7,461 shares; 2025Q4: 6,420 shares 6,420 $1.03M 0.07% -1,041 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,600 shares; 2025Q2: 7,980 shares; 2025Q3: 7,980 shares; 2025Q4: 9,914 shares 9,914 $1.03M 0.07% +1,934 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974,755 shares; 2024Q4: 2,091 shares; 2025Q1: 2,749 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,009 shares 2,009 $1.03M 0.07% -869 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: not reported; 2024Q4: 14,015 shares; 2025Q1: 15,405 shares; 2025Q2: 12,439 shares; 2025Q3: 12,439 shares; 2025Q4: 22,734 shares 22,734 $1.02M 0.07% +10,295 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655,856 shares; 2024Q4: 87,875 shares; 2025Q1: 87,725 shares; 2025Q2: 59,575 shares; 2025Q3: 59,325 shares; 2025Q4: 41,475 shares 41,475 $1.01M 0.07% -17,850 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,358 shares; 2025Q3: 19,358 shares; 2025Q4: 30,939 shares 30,939 $1M 0.07% +11,581 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,345 shares; 2024Q4: 9,363 shares; 2025Q1: 10,795 shares; 2025Q2: 11,288 shares; 2025Q3: 11,288 shares; 2025Q4: 10,462 shares 10,462 $1M 0.07% -826 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,379 shares; 2024Q4: 42,157 shares; 2025Q1: 48,356 shares; 2025Q2: 24,213 shares; 2025Q3: 24,213 shares; 2025Q4: 22,501 shares 22,501 $1M 0.07% -1,712 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,212 shares; 2024Q4: 676 shares; 2025Q1: not reported; 2025Q2: 783 shares; 2025Q3: 797 shares; 2025Q4: 1,483 shares 1,483 $999K 0.07% +686 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,415 shares; 2025Q1: 7,675 shares; 2025Q2: 8,075 shares; 2025Q3: 8,075 shares; 2025Q4: 5,538 shares 5,538 $998K 0.07% -2,537 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194,587 shares; 2024Q4: 4,876 shares; 2025Q1: 5,036 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,873 shares 3,873 $996K 0.07% +603 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,331 shares 4,331 $996K 0.07% new Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,507 shares; 2024Q4: 34,852 shares; 2025Q1: 34,157 shares; 2025Q2: 35,186 shares; 2025Q3: 35,186 shares; 2025Q4: 33,557 shares 33,557 $995K 0.07% -1,629 Timeline FTXN 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: 4,163,701 shares; 2024Q4: 58,049 shares; 2025Q1: 57,882 shares; 2025Q2: 55,748 shares; 2025Q3: 55,748 shares; 2025Q4: 35,593 shares 35,593 $994K 0.07% -20,155 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,682 shares; 2025Q2: 4,542 shares; 2025Q3: 4,542 shares; 2025Q4: 4,095 shares 4,095 $988K 0.07% -447 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: not reported; 2024Q4: 34,002 shares; 2025Q1: 37,172 shares; 2025Q2: 37,497 shares; 2025Q3: 38,497 shares; 2025Q4: 41,457 shares 41,457 $979K 0.07% +2,960 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205,673 shares; 2024Q4: 79,696 shares; 2025Q1: 78,259 shares; 2025Q2: 79,503 shares; 2025Q3: 79,660 shares; 2025Q4: 76,469 shares 76,469 $976K 0.07% -3,191 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,243 shares; 2024Q4: 5,531 shares; 2025Q1: 6,252 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 7,454 shares 7,454 $970K 0.07% +304 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,706 shares; 2024Q4: 22,497 shares; 2025Q1: 23,222 shares; 2025Q2: 22,242 shares; 2025Q3: 22,242 shares; 2025Q4: 43,166 shares 43,166 $965K 0.07% +20,924 Timeline MDIV 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: 17,932 shares; 2025Q1: 23,278 shares; 2025Q2: 47,205 shares; 2025Q3: 48,605 shares; 2025Q4: 60,973 shares 60,973 $958K 0.07% +12,368 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: 870,642 shares; 2024Q4: 19,465 shares; 2025Q1: 20,421 shares; 2025Q2: 26,875 shares; 2025Q3: 26,875 shares; 2025Q4: 28,888 shares 28,888 $942K 0.06% +2,013 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125,607 shares; 2024Q4: 15,517 shares; 2025Q1: 15,500 shares; 2025Q2: 11,645 shares; 2025Q3: 11,645 shares; 2025Q4: 8,032 shares 8,032 $941K 0.06% -3,613 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,864 shares 24,864 $939K 0.06% new Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,420 shares 37,420 $936K 0.06% new Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904,516 shares; 2024Q4: 111,354 shares; 2025Q1: 109,604 shares; 2025Q2: 108,902 shares; 2025Q3: 108,902 shares; 2025Q4: 108,452 shares 108,452 $922K 0.06% -450 Timeline FBCG 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: 12,022 shares; 2025Q1: 12,277 shares; 2025Q2: 14,337 shares; 2025Q3: 14,337 shares; 2025Q4: 16,656 shares 16,656 $913K 0.06% +2,319 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382,811 shares; 2024Q4: 11,387 shares; 2025Q1: 11,504 shares; 2025Q2: 10,819 shares; 2025Q3: 10,819 shares; 2025Q4: 10,895 shares 10,895 $912K 0.06% +76 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,564 shares; 2025Q1: 8,109 shares; 2025Q2: 7,874 shares; 2025Q3: 7,874 shares; 2025Q4: 7,053 shares 7,053 $910K 0.06% -821 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: 1,073,976 shares; 2024Q4: 4,111 shares; 2025Q1: 3,439 shares; 2025Q2: 3,056 shares; 2025Q3: 3,039 shares; 2025Q4: 2,852 shares 2,852 $908K 0.06% -187 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,251 shares; 2025Q1: 16,980 shares; 2025Q2: 17,529 shares; 2025Q3: 17,529 shares; 2025Q4: 19,295 shares 19,295 $893K 0.06% +1,766 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,258 shares; 2024Q4: 5,554 shares; 2025Q1: 12,630 shares; 2025Q2: 12,929 shares; 2025Q3: 12,929 shares; 2025Q4: 20,304 shares 20,304 $888K 0.06% +7,375 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,920 shares 11,920 $881K 0.06% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,217 shares; 2024Q4: 9,023 shares; 2025Q1: 6,105 shares; 2025Q2: 5,243 shares; 2025Q3: 5,243 shares; 2025Q4: 9,142 shares 9,142 $880K 0.06% +3,899 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 552 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: not reported; 2025Q4: 724 shares 724 $877K 0.06% new XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,739 shares; 2024Q4: 8,983 shares; 2025Q1: 10,359 shares; 2025Q2: 10,950 shares; 2025Q3: 10,950 shares; 2025Q4: 11,216 shares 11,216 $871K 0.06% +266 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,618 shares; 2024Q4: 921 shares; 2025Q1: 1,060 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 812 shares 812 $869K 0.06% +206 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: 32,517 shares; 2024Q4: 3,689 shares; 2025Q1: not reported; 2025Q2: 17,321 shares; 2025Q3: 17,321 shares; 2025Q4: 17,496 shares 17,496 $869K 0.06% +175 Timeline FTGS 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: 13,060 shares; 2025Q1: 21,016 shares; 2025Q2: 22,116 shares; 2025Q3: 22,116 shares; 2025Q4: 24,375 shares 24,375 $862K 0.06% +2,259 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,883 shares; 2024Q4: 4,659 shares; 2025Q1: 4,778 shares; 2025Q2: 4,351 shares; 2025Q3: 4,351 shares; 2025Q4: 3,927 shares 3,927 $861K 0.06% -424 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,084 shares; 2024Q4: 5,661 shares; 2025Q1: 5,766 shares; 2025Q2: 4,972 shares; 2025Q3: 4,972 shares; 2025Q4: 6,207 shares 6,207 $855K 0.06% +1,235 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 20,810 shares; 2025Q3: 37,580 shares; 2025Q4: 71,249 shares 71,249 $848K 0.06% +33,669 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,603 shares; 2024Q4: 4,041 shares; 2025Q1: 3,975 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 3,126 shares 3,126 $848K 0.06% +548 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,639,508 shares; 2024Q4: not reported; 2025Q1: 2,129 shares; 2025Q2: 2,129 shares; 2025Q3: 2,129 shares; 2025Q4: 2,151 shares 2,151 $847K 0.06% +22 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636,378 shares; 2024Q4: 41,427 shares; 2025Q1: 49,377 shares; 2025Q2: 51,821 shares; 2025Q3: 51,991 shares; 2025Q4: 53,002 shares 53,002 $845K 0.06% +1,011 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,730 shares; 2025Q1: 2,285 shares; 2025Q2: 3,269 shares; 2025Q3: 3,269 shares; 2025Q4: 4,017 shares 4,017 $840K 0.06% +748 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,083 shares; 2024Q4: 7,358 shares; 2025Q1: 9,535 shares; 2025Q2: 15,933 shares; 2025Q3: 15,933 shares; 2025Q4: 20,608 shares 20,608 $829K 0.06% +4,675 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311,182 shares; 2024Q4: 6,157 shares; 2025Q1: 6,149 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 5,096 shares 5,096 $829K 0.06% -59 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: 27,321 shares; 2025Q1: 25,043 shares; 2025Q2: 22,420 shares; 2025Q3: 22,420 shares; 2025Q4: 16,833 shares 16,833 $828K 0.06% -5,587 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: 979,921 shares; 2024Q4: 18,706 shares; 2025Q1: 15,886 shares; 2025Q2: 11,178 shares; 2025Q3: 11,178 shares; 2025Q4: 8,293 shares 8,293 $828K 0.06% -2,885 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067,655 shares; 2024Q4: 9,350 shares; 2025Q1: 8,814 shares; 2025Q2: 9,699 shares; 2025Q3: 9,699 shares; 2025Q4: 8,083 shares 8,083 $828K 0.06% -1,616 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: not reported; 2024Q4: 22,484 shares; 2025Q1: not reported; 2025Q2: 23,019 shares; 2025Q3: 23,019 shares; 2025Q4: 21,559 shares 21,559 $822K 0.06% -1,460 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145,849 shares; 2024Q4: 11,197 shares; 2025Q1: 13,995 shares; 2025Q2: 13,777 shares; 2025Q3: 13,777 shares; 2025Q4: 10,359 shares 10,359 $822K 0.06% -3,418 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: not reported; 2024Q4: 13,983 shares; 2025Q1: 13,322 shares; 2025Q2: 13,322 shares; 2025Q3: 13,322 shares; 2025Q4: 11,611 shares 11,611 $806K 0.06% -1,711 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: 1,046,630 shares; 2024Q4: 25,818 shares; 2025Q1: 26,913 shares; 2025Q2: 17,127 shares; 2025Q3: 17,127 shares; 2025Q4: 18,387 shares 18,387 $801K 0.05% +1,260 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,865 shares; 2024Q4: 3,209 shares; 2025Q1: 3,242 shares; 2025Q2: 3,054 shares; 2025Q3: 3,054 shares; 2025Q4: 4,518 shares 4,518 $793K 0.05% +1,464 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427,699 shares; 2024Q4: 19,549 shares; 2025Q1: 21,065 shares; 2025Q2: 6,445 shares; 2025Q3: 6,445 shares; 2025Q4: 6,292 shares 6,292 $792K 0.05% -153 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: 125,343 shares; 2024Q4: not reported; 2025Q1: 7,258 shares; 2025Q2: 4,224 shares; 2025Q3: 4,224 shares; 2025Q4: 5,834 shares 5,834 $788K 0.05% +1,610 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,488 shares; 2025Q3: 10,488 shares; 2025Q4: 6,562 shares 6,562 $783K 0.05% -3,926 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,987 shares; 2024Q4: 20,843 shares; 2025Q1: 21,891 shares; 2025Q2: 26,379 shares; 2025Q3: 28,379 shares; 2025Q4: 124,253 shares 124,253 $780K 0.05% +95,874 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,035 shares; 2025Q1: 70,438 shares; 2025Q2: 77,042 shares; 2025Q3: 75,542 shares; 2025Q4: 55,141 shares 55,141 $780K 0.05% -20,401 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896,040 shares; 2024Q4: 3,310 shares; 2025Q1: 3,440 shares; 2025Q2: 3,193 shares; 2025Q3: 3,393 shares; 2025Q4: 3,356 shares 3,356 $776K 0.05% -37 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,850 shares; 2025Q1: 21,455 shares; 2025Q2: 19,515 shares; 2025Q3: 19,515 shares; 2025Q4: 15,440 shares 15,440 $773K 0.05% -4,075 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: 553,546 shares; 2024Q4: 5,169 shares; 2025Q1: 5,202 shares; 2025Q2: 5,221 shares; 2025Q3: 5,221 shares; 2025Q4: 7,769 shares 7,769 $772K 0.05% +2,548 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,674 shares; 2024Q4: 4,196 shares; 2025Q1: 4,348 shares; 2025Q2: 3,948 shares; 2025Q3: 3,948 shares; 2025Q4: 4,908 shares 4,908 $769K 0.05% +960 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,036 shares; 2025Q3: 16,036 shares; 2025Q4: 16,036 shares 16,036 $765K 0.05% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,726 shares; 2024Q4: 2,982 shares; 2025Q1: 3,265 shares; 2025Q2: 3,538 shares; 2025Q3: 3,538 shares; 2025Q4: 3,673 shares 3,673 $763K 0.05% +135 Timeline IONQ IONQ INC More: the full row for IONQ 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: 5,444 shares; 2025Q3: 5,679 shares; 2025Q4: 17,000 shares 17,000 $763K 0.05% +11,321 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: 538,691 shares; 2024Q4: 64,641 shares; 2025Q1: 63,754 shares; 2025Q2: 71,954 shares; 2025Q3: 72,954 shares; 2025Q4: 79,955 shares 79,955 $762K 0.05% +7,001 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,037 shares; 2024Q4: 4,746 shares; 2025Q1: 10,418 shares; 2025Q2: 7,423 shares; 2025Q3: 7,423 shares; 2025Q4: 9,377 shares 9,377 $761K 0.05% +1,954 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,892 shares; 2024Q4: 37,634 shares; 2025Q1: 42,934 shares; 2025Q2: 47,367 shares; 2025Q3: 47,535 shares; 2025Q4: 51,758 shares 51,758 $761K 0.05% +4,223 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812,297 shares; 2024Q4: 5,891 shares; 2025Q1: 6,953 shares; 2025Q2: 5,420 shares; 2025Q3: 5,420 shares; 2025Q4: 6,938 shares 6,938 $758K 0.05% +1,518 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,180 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.05% 0 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,395 shares; 2025Q1: not reported; 2025Q2: 18,011 shares; 2025Q3: 18,011 shares; 2025Q4: 16,708 shares 16,708 $751K 0.05% -1,303 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,512 shares; 2025Q1: 4,477 shares; 2025Q2: 4,457 shares; 2025Q3: 4,457 shares; 2025Q4: 4,391 shares 4,391 $739K 0.05% -66 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,311 shares; 2024Q4: 4,883 shares; 2025Q1: 8,389 shares; 2025Q2: 8,711 shares; 2025Q3: 8,711 shares; 2025Q4: 7,598 shares 7,598 $738K 0.05% -1,113 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,419 shares; 2025Q1: 6,321 shares; 2025Q2: 5,822 shares; 2025Q3: 5,822 shares; 2025Q4: 6,830 shares 6,830 $736K 0.05% +1,008 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,384 shares; 2025Q3: 4,384 shares; 2025Q4: 11,445 shares 11,445 $736K 0.05% +7,061 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,586 shares; 2025Q1: 8,221 shares; 2025Q2: 12,548 shares; 2025Q3: 12,548 shares; 2025Q4: 6,933 shares 6,933 $733K 0.05% -5,615 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: not reported; 2024Q4: 14,221 shares; 2025Q1: 13,903 shares; 2025Q2: 13,329 shares; 2025Q3: 13,329 shares; 2025Q4: 13,145 shares 13,145 $731K 0.05% -184 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,661 shares 24,661 $730K 0.05% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,879 shares; 2024Q4: 2,398 shares; 2025Q1: 2,241 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,615 shares 2,615 $729K 0.05% +356 Timeline OFS OFS CAP CORP More: the full row for OFS CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180,017 shares; 2024Q4: 139,397 shares; 2025Q1: 143,597 shares; 2025Q2: 143,739 shares; 2025Q3: 168,003 shares; 2025Q4: 153,198 shares 153,198 $729K 0.05% -14,805 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,086 shares; 2025Q3: 7,786 shares; 2025Q4: 8,681 shares 8,681 $727K 0.05% +895 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,069 shares; 2024Q4: 4,042 shares; 2025Q1: 4,258 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 5,428 shares 5,428 $720K 0.05% +949 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: not reported; 2024Q4: 31,129 shares; 2025Q1: 24,609 shares; 2025Q2: 21,482 shares; 2025Q3: 21,482 shares; 2025Q4: 16,146 shares 16,146 $716K 0.05% -5,336 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,063 shares; 2025Q1: 7,872 shares; 2025Q2: 7,929 shares; 2025Q3: 7,929 shares; 2025Q4: 8,130 shares 8,130 $716K 0.05% +201 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885,983 shares; 2024Q4: 144,925 shares; 2025Q1: 122,412 shares; 2025Q2: 131,750 shares; 2025Q3: 132,250 shares; 2025Q4: 143,058 shares 143,058 $715K 0.05% +10,808 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,268 shares; 2025Q1: 32,546 shares; 2025Q2: 25,225 shares; 2025Q3: 25,225 shares; 2025Q4: 13,341 shares 13,341 $712K 0.05% -11,884 Timeline OKLO OKLO INC More: the full row for OKLO 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: 6,860 shares; 2025Q3: 6,860 shares; 2025Q4: 9,893 shares 9,893 $710K 0.05% +3,033 Timeline QXO QXO INC More: the full row for QXO 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: 36,770 shares 36,770 $709K 0.05% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806,085 shares; 2024Q4: 11,982 shares; 2025Q1: 11,501 shares; 2025Q2: 10,907 shares; 2025Q3: 10,907 shares; 2025Q4: 13,174 shares 13,174 $709K 0.05% +2,267 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,517 shares; 2025Q1: 5,937 shares; 2025Q2: 9,918 shares; 2025Q3: 9,918 shares; 2025Q4: 11,654 shares 11,654 $709K 0.05% +1,736 Timeline ROBT 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: 12,518 shares; 2025Q1: 12,599 shares; 2025Q2: 12,366 shares; 2025Q3: 12,366 shares; 2025Q4: 13,647 shares 13,647 $708K 0.05% +1,281 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011,734 shares; 2024Q4: 21,343 shares; 2025Q1: 23,874 shares; 2025Q2: 14,200 shares; 2025Q3: 14,200 shares; 2025Q4: 14,635 shares 14,635 $707K 0.05% +435 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,934 shares; 2024Q4: 3,573 shares; 2025Q1: 9,412 shares; 2025Q2: 27,736 shares; 2025Q3: 27,736 shares; 2025Q4: 8,313 shares 8,313 $706K 0.05% -19,423 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483,538 shares; 2024Q4: 26,926 shares; 2025Q1: 25,854 shares; 2025Q2: 13,282 shares; 2025Q3: 13,282 shares; 2025Q4: 11,978 shares 11,978 $702K 0.05% -1,304 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,191 shares; 2025Q1: 9,707 shares; 2025Q2: 11,896 shares; 2025Q3: 11,896 shares; 2025Q4: 14,593 shares 14,593 $700K 0.05% +2,697 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,010 shares; 2025Q3: 45,005 shares; 2025Q4: 39,954 shares 39,954 $699K 0.05% -5,051 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: 921,957 shares; 2024Q4: 4,142 shares; 2025Q1: 5,922 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: 5,782 shares 5,782 $690K 0.05% +2,886 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748,608 shares; 2024Q4: 22,261 shares; 2025Q1: 18,070 shares; 2025Q2: 18,099 shares; 2025Q3: 18,099 shares; 2025Q4: 16,158 shares 16,158 $690K 0.05% -1,941 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,395 shares; 2025Q1: 49,621 shares; 2025Q2: 48,816 shares; 2025Q3: 48,816 shares; 2025Q4: 32,468 shares 32,468 $688K 0.05% -16,348 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,153 shares 14,153 $685K 0.05% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,633 shares 45,633 $684K 0.05% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,182 shares; 2025Q1: 10,847 shares; 2025Q2: 11,017 shares; 2025Q3: 11,017 shares; 2025Q4: 11,537 shares 11,537 $680K 0.05% +520 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,080 shares; 2024Q4: 66,973 shares; 2025Q1: 66,973 shares; 2025Q2: 64,996 shares; 2025Q3: 114,799 shares; 2025Q4: 70,091 shares 70,091 $678K 0.05% -44,708 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: 890,555 shares; 2024Q4: 4,176 shares; 2025Q1: 4,004 shares; 2025Q2: 2,794 shares; 2025Q3: 2,794 shares; 2025Q4: 2,517 shares 2,517 $678K 0.05% -277 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,947 shares; 2025Q1: 11,532 shares; 2025Q2: 10,129 shares; 2025Q3: 9,564 shares; 2025Q4: 10,634 shares 10,634 $677K 0.05% +1,070 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880,939 shares; 2024Q4: 566 shares; 2025Q1: 557 shares; 2025Q2: 724 shares; 2025Q3: 728 shares; 2025Q4: 873 shares 873 $674K 0.05% +145 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,102 shares; 2024Q4: 3,215 shares; 2025Q1: 3,361 shares; 2025Q2: 2,512 shares; 2025Q3: 2,688 shares; 2025Q4: 2,617 shares 2,617 $673K 0.05% -71 Timeline AMDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,550 shares 17,550 $668K 0.05% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,405 shares 10,405 $667K 0.05% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,779 shares; 2024Q4: 9,742 shares; 2025Q1: 9,696 shares; 2025Q2: 7,175 shares; 2025Q3: 7,175 shares; 2025Q4: 6,656 shares 6,656 $665K 0.05% -519 Timeline FXU 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: 8,889 shares; 2025Q1: 8,895 shares; 2025Q2: 8,897 shares; 2025Q3: 8,897 shares; 2025Q4: 14,765 shares 14,765 $665K 0.05% +5,868 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,691 shares; 2024Q4: not reported; 2025Q1: 136,890 shares; 2025Q2: 136,865 shares; 2025Q3: 1,865 shares; 2025Q4: 186,708 shares 186,708 $662K 0.05% +184,843 Timeline IBDR 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: 26,255 shares; 2025Q1: 27,175 shares; 2025Q2: 27,175 shares; 2025Q3: 27,175 shares; 2025Q4: 27,287 shares 27,287 $661K 0.05% +112 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,862 shares; 2025Q1: 14,762 shares; 2025Q2: 14,544 shares; 2025Q3: 14,544 shares; 2025Q4: 13,174 shares 13,174 $659K 0.05% -1,370 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: 595,117 shares; 2024Q4: 9,871 shares; 2025Q1: 11,123 shares; 2025Q2: 7,692 shares; 2025Q3: 7,692 shares; 2025Q4: 8,019 shares 8,019 $655K 0.04% +327 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,808 shares; 2024Q4: 61,207 shares; 2025Q1: 64,107 shares; 2025Q2: 52,028 shares; 2025Q3: 52,028 shares; 2025Q4: 53,628 shares 53,628 $655K 0.04% +1,600 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,814 shares; 2025Q1: 23,014 shares; 2025Q2: 23,014 shares; 2025Q3: 23,014 shares; 2025Q4: 25,138 shares 25,138 $650K 0.04% +2,124 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,586 shares; 2024Q4: 28,485 shares; 2025Q1: 30,416 shares; 2025Q2: 33,606 shares; 2025Q3: 33,606 shares; 2025Q4: 35,842 shares 35,842 $646K 0.04% +2,236 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,871 shares; 2024Q4: 2,706 shares; 2025Q1: 2,288 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,338 shares 2,338 $639K 0.04% -26 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,922 shares; 2024Q4: 2,115 shares; 2025Q1: 2,381 shares; 2025Q2: 3,359 shares; 2025Q3: 3,359 shares; 2025Q4: 3,234 shares 3,234 $638K 0.04% -125 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,539 shares; 2025Q1: 9,330 shares; 2025Q2: 7,995 shares; 2025Q3: 7,995 shares; 2025Q4: 9,051 shares 9,051 $637K 0.04% +1,056 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,866 shares 20,866 $637K 0.04% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174,296 shares; 2024Q4: 10,303 shares; 2025Q1: 9,873 shares; 2025Q2: 6,539 shares; 2025Q3: 6,539 shares; 2025Q4: 4,573 shares 4,573 $636K 0.04% -1,966 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: 732,855 shares; 2025Q1: not reported; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,604 shares 2,604 $631K 0.04% +589 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,227 shares; 2024Q4: 10,201 shares; 2025Q1: 62,808 shares; 2025Q2: 91,226 shares; 2025Q3: 91,226 shares; 2025Q4: 28,050 shares 28,050 $626K 0.04% -63,176 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,671 shares; 2025Q1: 9,768 shares; 2025Q2: 9,663 shares; 2025Q3: 9,663 shares; 2025Q4: 9,007 shares 9,007 $625K 0.04% -656 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,205 shares; 2025Q1: 67,248 shares; 2025Q2: 48,402 shares; 2025Q3: 48,402 shares; 2025Q4: 20,169 shares 20,169 $620K 0.04% -28,233 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,434 shares; 2024Q4: 21,493 shares; 2025Q1: 18,031 shares; 2025Q2: 18,344 shares; 2025Q3: 18,344 shares; 2025Q4: 13,762 shares 13,762 $616K 0.04% -4,582 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967,604 shares; 2024Q4: 1,727 shares; 2025Q1: 1,660 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,602 shares 1,602 $614K 0.04% -22 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,415 shares; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 6,143 shares 6,143 $614K 0.04% +2,978 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,450 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,617 shares; 2025Q3: 3,617 shares; 2025Q4: 3,357 shares 3,357 $614K 0.04% -260 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,749 shares; 2025Q1: 7,435 shares; 2025Q2: 10,150 shares; 2025Q3: 10,150 shares; 2025Q4: 8,582 shares 8,582 $613K 0.04% -1,568 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,455 shares; 2025Q3: 16,455 shares; 2025Q4: 35,445 shares 35,445 $612K 0.04% +18,990 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,479 shares; 2024Q4: 770 shares; 2025Q1: not reported; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 1,449 shares 1,449 $612K 0.04% -570 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,355 shares; 2024Q4: 7,400 shares; 2025Q1: 8,251 shares; 2025Q2: 6,132 shares; 2025Q3: 6,132 shares; 2025Q4: 7,230 shares 7,230 $609K 0.04% +1,098 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,021 shares; 2024Q4: 16,354 shares; 2025Q1: 32,616 shares; 2025Q2: 32,620 shares; 2025Q3: 32,620 shares; 2025Q4: 37,011 shares 37,011 $608K 0.04% +4,391 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,177 shares; 2025Q1: 39,615 shares; 2025Q2: 41,415 shares; 2025Q3: 41,415 shares; 2025Q4: 39,615 shares 39,615 $608K 0.04% -1,800 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,216 shares; 2024Q4: 16,754 shares; 2025Q1: 16,038 shares; 2025Q2: 14,509 shares; 2025Q3: 14,514 shares; 2025Q4: 17,433 shares 17,433 $604K 0.04% +2,919 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853,769 shares; 2024Q4: 2,583 shares; 2025Q1: 2,252 shares; 2025Q2: 1,853 shares; 2025Q3: 1,846 shares; 2025Q4: 1,719 shares 1,719 $604K 0.04% -127 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,801 shares; 2024Q4: 34,736 shares; 2025Q1: 45,436 shares; 2025Q2: 46,036 shares; 2025Q3: 46,036 shares; 2025Q4: 47,636 shares 47,636 $597K 0.04% +1,600 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,291 shares; 2024Q4: 2,044 shares; 2025Q1: 2,078 shares; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,050 shares 2,050 $595K 0.04% -74 Timeline EPSN EPSILON ENERGY LTD More: the full row for EPSILON ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,341 shares; 2024Q4: 48,005 shares; 2025Q1: 55,905 shares; 2025Q2: 49,005 shares; 2025Q3: 49,005 shares; 2025Q4: 127,824 shares 127,824 $593K 0.04% +78,819 Timeline MGV 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: 32,626 shares; 2024Q4: not reported; 2025Q1: 2,560 shares; 2025Q2: 4,185 shares; 2025Q3: 4,185 shares; 2025Q4: 4,185 shares 4,185 $591K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507,285 shares; 2024Q4: 27,532 shares; 2025Q1: 27,057 shares; 2025Q2: 20,357 shares; 2025Q3: 20,357 shares; 2025Q4: 19,690 shares 19,690 $589K 0.04% -667 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,075 shares; 2024Q4: 2,346 shares; 2025Q1: 2,132 shares; 2025Q2: 2,293 shares; 2025Q3: 2,293 shares; 2025Q4: 2,382 shares 2,382 $588K 0.04% +89 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,143 shares; 2024Q4: 2,239 shares; 2025Q1: 2,218 shares; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,028 shares 2,028 $586K 0.04% -40 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: 3,574,957 shares; 2024Q4: 7,205 shares; 2025Q1: 7,057 shares; 2025Q2: 6,523 shares; 2025Q3: 6,523 shares; 2025Q4: 6,609 shares 6,609 $585K 0.04% +86 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,779 shares; 2024Q4: 11,044 shares; 2025Q1: 11,252 shares; 2025Q2: 11,061 shares; 2025Q3: 11,061 shares; 2025Q4: 11,138 shares 11,138 $584K 0.04% +77 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,550 shares; 2025Q1: 8,574 shares; 2025Q2: 8,598 shares; 2025Q3: 8,598 shares; 2025Q4: 11,487 shares 11,487 $581K 0.04% +2,889 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,271 shares; 2024Q4: 53,901 shares; 2025Q1: 53,925 shares; 2025Q2: 53,949 shares; 2025Q3: 53,949 shares; 2025Q4: 52,878 shares 52,878 $581K 0.04% -1,071 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP 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: not reported; 2025Q2: 7,720 shares; 2025Q3: 8,270 shares; 2025Q4: 16,520 shares 16,520 $580K 0.04% +8,250 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,605 shares; 2025Q1: 6,130 shares; 2025Q2: 6,130 shares; 2025Q3: 6,130 shares; 2025Q4: 6,130 shares 6,130 $580K 0.04% 0 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: 806,878 shares; 2024Q4: 1,531 shares; 2025Q1: 1,257 shares; 2025Q2: 749 shares; 2025Q3: 750 shares; 2025Q4: 706 shares 706 $579K 0.04% -44 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,699 shares; 2024Q4: 1,090 shares; 2025Q1: 1,356 shares; 2025Q2: 1,555 shares; 2025Q3: 1,553 shares; 2025Q4: 1,131 shares 1,131 $578K 0.04% -422 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,641 shares; 2025Q1: 5,768 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares; 2025Q4: 3,107 shares 3,107 $575K 0.04% -2,026 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,822 shares; 2024Q4: 99,122 shares; 2025Q1: 91,812 shares; 2025Q2: 94,631 shares; 2025Q3: 94,631 shares; 2025Q4: 94,631 shares 94,631 $571K 0.04% 0 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,053 shares; 2024Q4: 12,400 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares 12,900 $569K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,964 shares; 2024Q4: 1,571 shares; 2025Q1: 2,191 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 2,468 shares 2,468 $565K 0.04% +482 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,235 shares 18,235 $562K 0.04% new 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: 489,346 shares; 2024Q4: 15,894 shares; 2025Q1: 7,675 shares; 2025Q2: 7,002 shares; 2025Q3: 7,002 shares; 2025Q4: 8,896 shares 8,896 $560K 0.04% +1,894 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,527 shares; 2024Q4: 1,179 shares; 2025Q1: 1,130 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,803 shares 1,803 $559K 0.04% +574 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,411 shares; 2024Q4: 14,830 shares; 2025Q1: 13,342 shares; 2025Q2: 13,652 shares; 2025Q3: 13,652 shares; 2025Q4: 13,788 shares 13,788 $559K 0.04% +136 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,779 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,958 shares 7,958 $558K 0.04% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,204 shares; 2025Q2: 9,944 shares; 2025Q3: 9,944 shares; 2025Q4: 9,493 shares 9,493 $558K 0.04% -451 Timeline USXF 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: 24,075 shares; 2025Q1: not reported; 2025Q2: 9,416 shares; 2025Q3: 9,416 shares; 2025Q4: 9,631 shares 9,631 $555K 0.04% +215 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: 523,790 shares; 2024Q4: 1,255 shares; 2025Q1: 1,470 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 1,330 shares 1,330 $554K 0.04% -99 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,532 shares; 2024Q4: 31,739 shares; 2025Q1: 33,463 shares; 2025Q2: 37,926 shares; 2025Q3: 38,106 shares; 2025Q4: 39,471 shares 39,471 $553K 0.04% +1,365 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: 10,815 shares; 2025Q2: 3,971 shares; 2025Q3: 3,971 shares; 2025Q4: 4,190 shares 4,190 $549K 0.04% +219 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,705 shares; 2024Q4: 1,850 shares; 2025Q1: 1,667 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,680 shares 1,680 $544K 0.04% -5 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,686 shares; 2024Q4: not reported; 2025Q1: 13,368 shares; 2025Q2: 13,433 shares; 2025Q3: 13,433 shares; 2025Q4: 15,206 shares 15,206 $542K 0.04% +1,773 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: 669 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,579 shares; 2025Q3: 4,579 shares; 2025Q4: 3,017 shares 3,017 $540K 0.04% -1,562 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: 404,938 shares; 2024Q4: 4,257 shares; 2025Q1: 5,196 shares; 2025Q2: 4,994 shares; 2025Q3: 4,994 shares; 2025Q4: 6,717 shares 6,717 $539K 0.04% +1,723 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,873 shares; 2024Q4: 2,223 shares; 2025Q1: 2,998 shares; 2025Q2: 3,283 shares; 2025Q3: 3,283 shares; 2025Q4: 3,599 shares 3,599 $536K 0.04% +316 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 4,738 shares 4,738 $536K 0.04% +2,504 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,356 shares; 2024Q4: 17,340 shares; 2025Q1: 24,352 shares; 2025Q2: 24,352 shares; 2025Q3: 24,352 shares; 2025Q4: 24,429 shares 24,429 $533K 0.04% +77 Timeline FOWF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,060 shares 17,060 $531K 0.04% new Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,961 shares 15,961 $527K 0.04% new 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: 238,003 shares; 2024Q4: 2,247 shares; 2025Q1: 2,406 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 2,565 shares 2,565 $526K 0.04% -39 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,124 shares; 2025Q1: 14,155 shares; 2025Q2: 14,285 shares; 2025Q3: 14,285 shares; 2025Q4: 8,164 shares 8,164 $526K 0.04% -6,121 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,401 shares; 2025Q1: 22,216 shares; 2025Q2: 24,923 shares; 2025Q3: 24,923 shares; 2025Q4: 25,711 shares 25,711 $524K 0.04% +788 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 21,105 shares 21,105 $523K 0.04% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,211 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,217 shares 10,217 $522K 0.04% new Timeline IBDY 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: 18,136 shares; 2025Q2: not reported; 2025Q3: 19,336 shares; 2025Q4: 19,792 shares 19,792 $517K 0.04% +456 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: 456,563 shares; 2024Q4: 5,638 shares; 2025Q1: 5,476 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares; 2025Q4: 5,372 shares 5,372 $516K 0.04% +3,039 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,664 shares; 2024Q4: 7,538 shares; 2025Q1: 8,111 shares; 2025Q2: 9,191 shares; 2025Q3: 9,191 shares; 2025Q4: 8,542 shares 8,542 $516K 0.04% -649 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,958 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $511K 0.03% 0 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: not reported; 2024Q4: 803 shares; 2025Q1: 809 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 1,692 shares 1,692 $511K 0.03% +778 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,375 shares; 2025Q3: 9,375 shares; 2025Q4: 9,860 shares 9,860 $511K 0.03% +485 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,156 shares; 2025Q1: 5,072 shares; 2025Q2: 4,672 shares; 2025Q3: 4,672 shares; 2025Q4: 4,472 shares 4,472 $509K 0.03% -200 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892,085 shares; 2024Q4: 2,752 shares; 2025Q1: 3,035 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,745 shares 2,745 $508K 0.03% -95 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,819 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,420 shares 1,420 $507K 0.03% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,555 shares; 2024Q4: 1,770 shares; 2025Q1: 1,772 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 3,129 shares 3,129 $498K 0.03% +1,655 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,597 shares; 2024Q4: 1,168 shares; 2025Q1: not reported; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 1,695 shares 1,695 $497K 0.03% +779 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,928 shares; 2025Q2: 5,728 shares; 2025Q3: 5,728 shares; 2025Q4: 10,122 shares 10,122 $497K 0.03% +4,394 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936,076 shares; 2024Q4: 2,051 shares; 2025Q1: 1,056 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 1,164 shares 1,164 $496K 0.03% +254 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,261 shares; 2025Q1: 3,417 shares; 2025Q2: 3,276 shares; 2025Q3: 3,276 shares; 2025Q4: 3,572 shares 3,572 $495K 0.03% +296 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,974 shares; 2024Q4: 3,644 shares; 2025Q1: 3,515 shares; 2025Q2: 3,280 shares; 2025Q3: 3,279 shares; 2025Q4: 3,912 shares 3,912 $492K 0.03% +633 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,167 shares; 2024Q4: 37,600 shares; 2025Q1: 37,600 shares; 2025Q2: 42,600 shares; 2025Q3: 42,600 shares; 2025Q4: 41,600 shares 41,600 $491K 0.03% -1,000 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,328 shares; 2024Q4: 785 shares; 2025Q1: 828 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 741 shares 741 $491K 0.03% +29 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,989 shares; 2024Q4: 2,835 shares; 2025Q1: 2,457 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,348 shares 2,348 $490K 0.03% +38 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799,907 shares; 2024Q4: 3,601 shares; 2025Q1: 3,007 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 4,349 shares 4,349 $488K 0.03% +1,433 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,100 shares 79,100 $486K 0.03% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,483 shares; 2025Q1: 4,649 shares; 2025Q2: 5,466 shares; 2025Q3: 5,466 shares; 2025Q4: 5,705 shares 5,705 $483K 0.03% +239 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,500 shares; 2025Q1: not reported; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: 23,900 shares 23,900 $479K 0.03% +1,400 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,382 shares; 2024Q4: 417 shares; 2025Q1: 439 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 394 shares 394 $479K 0.03% +39 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,198 shares; 2024Q4: 10,180 shares; 2025Q1: 6,851 shares; 2025Q2: 6,727 shares; 2025Q3: 6,727 shares; 2025Q4: 7,642 shares 7,642 $477K 0.03% +915 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,342 shares; 2024Q4: 4,527 shares; 2025Q1: 4,610 shares; 2025Q2: 4,234 shares; 2025Q3: 4,234 shares; 2025Q4: 3,879 shares 3,879 $477K 0.03% -355 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119,479 shares; 2024Q4: 8,377 shares; 2025Q1: 7,444 shares; 2025Q2: 6,932 shares; 2025Q3: 6,932 shares; 2025Q4: 3,508 shares 3,508 $476K 0.03% -3,424 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,771 shares 8,771 $475K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,027 shares; 2025Q1: 126,302 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 833 shares 833 $475K 0.03% -228 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,134 shares; 2024Q4: 26,199 shares; 2025Q1: 12,215 shares; 2025Q2: 9,499 shares; 2025Q3: 9,499 shares; 2025Q4: 19,524 shares 19,524 $473K 0.03% +10,025 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,427 shares; 2024Q4: 1,448 shares; 2025Q1: 1,457 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,892 shares 1,892 $466K 0.03% +501 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: not reported; 2024Q4: 7,415 shares; 2025Q1: 7,682 shares; 2025Q2: 9,839 shares; 2025Q3: 10,026 shares; 2025Q4: 9,749 shares 9,749 $466K 0.03% -277 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: 370,404 shares; 2024Q4: 6,815 shares; 2025Q1: 5,473 shares; 2025Q2: 6,223 shares; 2025Q3: 6,223 shares; 2025Q4: 5,158 shares 5,158 $464K 0.03% -1,065 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907,258 shares; 2024Q4: 9,257 shares; 2025Q1: 9,438 shares; 2025Q2: 9,357 shares; 2025Q3: 9,357 shares; 2025Q4: 8,785 shares 8,785 $464K 0.03% -572 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 12,371 shares 12,371 $462K 0.03% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,409 shares; 2024Q4: 54,014 shares; 2025Q1: 51,225 shares; 2025Q2: 61,919 shares; 2025Q3: 61,919 shares; 2025Q4: 56,922 shares 56,922 $462K 0.03% -4,997 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: not reported; 2024Q4: 1,803 shares; 2025Q1: 1,688 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,788 shares 1,788 $461K 0.03% +37 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,293 shares; 2025Q1: 5,243 shares; 2025Q2: 5,690 shares; 2025Q3: 5,690 shares; 2025Q4: 5,690 shares 5,690 $457K 0.03% 0 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,316 shares; 2024Q4: 14,901 shares; 2025Q1: 13,826 shares; 2025Q2: 10,565 shares; 2025Q3: 10,565 shares; 2025Q4: 9,190 shares 9,190 $457K 0.03% -1,375 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,645 shares; 2024Q4: 13,226 shares; 2025Q1: 13,226 shares; 2025Q2: 13,226 shares; 2025Q3: 13,226 shares; 2025Q4: 30,826 shares 30,826 $457K 0.03% +17,600 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,942 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 4,393 shares 4,393 $455K 0.03% +1,811 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: 573,643 shares; 2024Q4: 2,842 shares; 2025Q1: 3,469 shares; 2025Q2: 2,788 shares; 2025Q3: 2,788 shares; 2025Q4: 2,502 shares 2,502 $455K 0.03% -286 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,580 shares; 2024Q4: 3,788 shares; 2025Q1: 8,652 shares; 2025Q2: 2,772 shares; 2025Q3: 2,797 shares; 2025Q4: 2,798 shares 2,798 $451K 0.03% +1 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,686 shares 5,686 $451K 0.03% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,460 shares; 2024Q4: 1,013 shares; 2025Q1: 772 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 664 shares 664 $449K 0.03% -147 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,880 shares; 2024Q4: 904 shares; 2025Q1: 1,128 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 510 shares 510 $448K 0.03% -340 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 4,640 shares 4,640 $447K 0.03% +2,390 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180,916 shares; 2024Q4: 2,677 shares; 2025Q1: 2,711 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 1,201 shares 1,201 $444K 0.03% -1,919 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,359 shares 31,359 $443K 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,253 shares; 2025Q1: not reported; 2025Q2: 124,280 shares; 2025Q3: 4,280 shares; 2025Q4: 104,664 shares 104,664 $443K 0.03% +100,384 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,166 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 2,197 shares 2,197 $443K 0.03% +886 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: not reported; 2024Q4: 4,467 shares; 2025Q1: 3,659 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares; 2025Q4: 3,888 shares 3,888 $442K 0.03% +228 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,939 shares 43,939 $442K 0.03% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,233 shares; 2024Q4: 2,718 shares; 2025Q1: 2,678 shares; 2025Q2: 2,968 shares; 2025Q3: 2,968 shares; 2025Q4: 3,048 shares 3,048 $441K 0.03% +80 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,320 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 8,705 shares 8,705 $440K 0.03% -1,595 Timeline RCTR 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: 13,549 shares 13,549 $439K 0.03% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,239 shares; 2024Q4: 28,972 shares; 2025Q1: 23,732 shares; 2025Q2: 24,245 shares; 2025Q3: 24,245 shares; 2025Q4: 15,248 shares 15,248 $439K 0.03% -8,997 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936,178 shares; 2024Q4: 3,448 shares; 2025Q1: 1,616 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares 1,129 $439K 0.03% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,763 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,231 shares; 2025Q3: 17,231 shares; 2025Q4: 23,515 shares 23,515 $438K 0.03% +6,284 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,359 shares; 2025Q1: 32,160 shares; 2025Q2: 32,599 shares; 2025Q3: 32,599 shares; 2025Q4: 17,275 shares 17,275 $437K 0.03% -15,324 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,458 shares; 2025Q1: 9,227 shares; 2025Q2: 9,374 shares; 2025Q3: 9,374 shares; 2025Q4: 8,403 shares 8,403 $437K 0.03% -971 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,975 shares; 2025Q1: 4,480 shares; 2025Q2: 5,523 shares; 2025Q3: 5,523 shares; 2025Q4: 8,099 shares 8,099 $436K 0.03% +2,576 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,563 shares; 2024Q4: 35,818 shares; 2025Q1: 36,200 shares; 2025Q2: 36,270 shares; 2025Q3: 36,270 shares; 2025Q4: 34,294 shares 34,294 $436K 0.03% -1,976 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,710 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,252 shares; 2025Q3: 39,252 shares; 2025Q4: 52,060 shares 52,060 $434K 0.03% +12,808 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,571 shares; 2025Q1: 13,573 shares; 2025Q2: 13,576 shares; 2025Q3: 13,576 shares; 2025Q4: 14,613 shares 14,613 $433K 0.03% +1,037 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,395 shares 6,395 $433K 0.03% new Timeline