ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 679,599 shares; 2024Q3: 668,034 shares; 2024Q4: 684,820 shares; 2025Q1: 682,543 shares; 2025Q2: 718,201 shares; 2025Q3: 725,617 shares; 2025Q4: 738,358 shares 738,358 $110M 6.42% +12,741 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 301,985 shares; 2024Q3: 368,336 shares; 2024Q4: 364,627 shares; 2025Q1: 361,544 shares; 2025Q2: 361,032 shares; 2025Q3: 345,481 shares; 2025Q4: 340,107 shares 340,107 $92.5M 5.41% -5,374 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: 226,121 shares; 2024Q3: 221,065 shares; 2024Q4: 227,474 shares; 2025Q1: 226,821 shares; 2025Q2: 233,030 shares; 2025Q3: 233,596 shares; 2025Q4: 235,463 shares 235,463 $78.9M 4.62% +1,867 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 787,247 shares; 2024Q3: 819,617 shares; 2024Q4: 2,528,316 shares; 2025Q1: 2,549,269 shares; 2025Q2: 2,558,273 shares; 2025Q3: 2,563,178 shares; 2025Q4: 2,570,082 shares 2,570,082 $69.2M 4.04% +6,904 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: 429,618 shares; 2024Q3: 425,829 shares; 2024Q4: 417,586 shares; 2025Q1: 418,062 shares; 2025Q2: 415,123 shares; 2025Q3: 388,789 shares; 2025Q4: 368,226 shares 368,226 $68.7M 4.02% -20,563 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 197,468 shares; 2024Q3: 198,930 shares; 2024Q4: 200,203 shares; 2025Q1: 201,992 shares; 2025Q2: 202,141 shares; 2025Q3: 202,622 shares; 2025Q4: 203,639 shares 203,639 $64.1M 3.75% +1,017 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: 64,735 shares; 2024Q3: 64,682 shares; 2024Q4: 65,039 shares; 2025Q1: 66,737 shares; 2025Q2: 70,854 shares; 2025Q3: 71,444 shares; 2025Q4: 72,775 shares 72,775 $44.7M 2.61% +1,331 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 522,964 shares; 2024Q3: 498,318 shares; 2024Q4: 520,063 shares; 2025Q1: 515,968 shares; 2025Q2: 522,108 shares; 2025Q3: 523,934 shares; 2025Q4: 527,419 shares 527,419 $43.5M 2.54% +3,485 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 521,674 shares; 2024Q3: 497,351 shares; 2024Q4: 1,543,891 shares; 2025Q1: 1,515,479 shares; 2025Q2: 1,539,575 shares; 2025Q3: 1,544,520 shares; 2025Q4: 1,546,021 shares 1,546,021 $40.6M 2.37% +1,501 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: 93,724 shares; 2024Q3: 93,684 shares; 2024Q4: 95,305 shares; 2025Q1: 95,514 shares; 2025Q2: 94,549 shares; 2025Q3: 92,234 shares; 2025Q4: 88,915 shares 88,915 $40M 2.34% -3,319 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: 69,662 shares; 2024Q3: 73,413 shares; 2024Q4: 79,842 shares; 2025Q1: 81,583 shares; 2025Q2: 81,713 shares; 2025Q3: 80,899 shares; 2025Q4: 78,804 shares 78,804 $38.1M 2.23% -2,095 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: 79,438 shares; 2024Q3: 88,221 shares; 2024Q4: 109,383 shares; 2025Q1: 107,534 shares; 2025Q2: 108,321 shares; 2025Q3: 107,235 shares; 2025Q4: 107,345 shares 107,345 $33.6M 1.96% +110 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: 105,536 shares; 2024Q3: 143,302 shares; 2024Q4: 150,546 shares; 2025Q1: 144,534 shares; 2025Q2: 151,617 shares; 2025Q3: 148,862 shares; 2025Q4: 144,445 shares 144,445 $33.3M 1.95% -4,417 Timeline DJAN 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 722,069 shares; 2025Q2: 728,608 shares; 2025Q3: 735,946 shares; 2025Q4: 743,937 shares 743,937 $32.3M 1.89% +7,991 Timeline TFLO 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: not reported; 2024Q3: 741 shares; 2024Q4: not reported; 2025Q1: 528,631 shares; 2025Q2: 531,336 shares; 2025Q3: 566,045 shares; 2025Q4: 569,683 shares 569,683 $28.7M 1.68% +3,638 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 244,610 shares; 2024Q3: 269,682 shares; 2024Q4: 280,676 shares; 2025Q1: 300,926 shares; 2025Q2: 304,595 shares; 2025Q3: 328,475 shares; 2025Q4: 335,126 shares 335,126 $27.8M 1.62% +6,651 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 730,083 shares; 2024Q3: 775,014 shares; 2024Q4: 786,434 shares; 2025Q1: 633,848 shares; 2025Q2: 633,498 shares; 2025Q3: 648,081 shares; 2025Q4: 642,765 shares 642,765 $24.3M 1.42% -5,316 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: 698,831 shares; 2024Q3: 726,188 shares; 2024Q4: 738,196 shares; 2025Q1: 697,399 shares; 2025Q2: 691,210 shares; 2025Q3: 752,709 shares; 2025Q4: 763,604 shares 763,604 $23.6M 1.38% +10,895 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: 18,679 shares; 2024Q3: 18,866 shares; 2024Q4: 19,661 shares; 2025Q1: 360,617 shares; 2025Q2: 362,471 shares; 2025Q3: 388,182 shares; 2025Q4: 395,712 shares 395,712 $23.2M 1.36% +7,530 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: 31,256 shares; 2024Q3: 31,822 shares; 2024Q4: 32,767 shares; 2025Q1: 33,353 shares; 2025Q2: 33,955 shares; 2025Q3: 33,324 shares; 2025Q4: 33,104 shares 33,104 $21.9M 1.28% -220 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 814,568 shares; 2025Q2: 823,523 shares; 2025Q3: 889,853 shares; 2025Q4: 906,565 shares 906,565 $21.2M 1.24% +16,712 Timeline VMBS 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: 404,393 shares; 2024Q3: 424,770 shares; 2024Q4: 443,637 shares; 2025Q1: 405,090 shares; 2025Q2: 406,673 shares; 2025Q3: 432,791 shares; 2025Q4: 440,664 shares 440,664 $20.7M 1.21% +7,873 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: 13,924 shares; 2024Q3: 14,617 shares; 2024Q4: 14,885 shares; 2025Q1: 14,987 shares; 2025Q2: 17,335 shares; 2025Q3: 18,988 shares; 2025Q4: 18,675 shares 18,675 $20.1M 1.17% -313 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: 150,545 shares; 2024Q3: 152,106 shares; 2024Q4: 486,798 shares; 2025Q1: 515,618 shares; 2025Q2: 609,311 shares; 2025Q3: 638,518 shares; 2025Q4: 652,905 shares 652,905 $17.9M 1.05% +14,387 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: 245,469 shares; 2024Q3: 241,214 shares; 2024Q4: 249,451 shares; 2025Q1: 241,018 shares; 2025Q2: 245,957 shares; 2025Q3: 245,612 shares; 2025Q4: 260,457 shares 260,457 $15.6M 0.91% +14,845 Timeline IWB 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: 39,573 shares; 2024Q3: 39,681 shares; 2024Q4: 39,697 shares; 2025Q1: 39,872 shares; 2025Q2: 39,887 shares; 2025Q3: 39,984 shares; 2025Q4: 40,168 shares 40,168 $15M 0.88% +184 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 41,284 shares; 2024Q3: 42,900 shares; 2024Q4: 42,926 shares; 2025Q1: 44,058 shares; 2025Q2: 46,924 shares; 2025Q3: 46,511 shares; 2025Q4: 46,350 shares 46,350 $14.9M 0.87% -161 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: 37,694 shares; 2024Q3: 44,614 shares; 2024Q4: 46,190 shares; 2025Q1: 47,197 shares; 2025Q2: 46,287 shares; 2025Q3: 44,665 shares; 2025Q4: 42,887 shares 42,887 $13.5M 0.79% -1,778 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: 34,895 shares; 2024Q3: 32,660 shares; 2024Q4: 33,917 shares; 2025Q1: 30,932 shares; 2025Q2: 31,097 shares; 2025Q3: 30,996 shares; 2025Q4: 30,770 shares 30,770 $12.2M 0.71% -226 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: 5,802 shares; 2024Q3: 5,800 shares; 2024Q4: 5,770 shares; 2025Q1: 225,106 shares; 2025Q2: 222,177 shares; 2025Q3: 235,254 shares; 2025Q4: 230,065 shares 230,065 $11.1M 0.65% -5,189 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: 63,285 shares; 2024Q3: 62,640 shares; 2024Q4: 62,080 shares; 2025Q1: 60,827 shares; 2025Q2: 61,003 shares; 2025Q3: 60,996 shares; 2025Q4: 65,304 shares 65,304 $10.5M 0.61% +4,308 Timeline AIVL 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: 87,444 shares; 2024Q3: 87,904 shares; 2024Q4: 88,410 shares; 2025Q1: 88,698 shares; 2025Q2: 89,066 shares; 2025Q3: 89,434 shares; 2025Q4: 89,862 shares 89,862 $10.3M 0.6% +428 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: 20,858 shares; 2024Q3: 20,902 shares; 2024Q4: 20,191 shares; 2025Q1: 20,210 shares; 2025Q2: 20,425 shares; 2025Q3: 21,147 shares; 2025Q4: 20,704 shares 20,704 $10M 0.59% -443 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: 14,463 shares; 2024Q3: 14,225 shares; 2024Q4: 14,213 shares; 2025Q1: 14,260 shares; 2025Q2: 14,251 shares; 2025Q3: 14,209 shares; 2025Q4: 14,479 shares 14,479 $9.92M 0.58% +270 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: 15,125 shares; 2024Q3: 16,449 shares; 2024Q4: 19,409 shares; 2025Q1: 19,470 shares; 2025Q2: 19,361 shares; 2025Q3: 18,082 shares; 2025Q4: 18,813 shares 18,813 $9.46M 0.55% +731 Timeline TOTL 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: 27,838 shares; 2024Q3: 59,792 shares; 2024Q4: 80,641 shares; 2025Q1: 93,189 shares; 2025Q2: 131,414 shares; 2025Q3: 162,981 shares; 2025Q4: 222,459 shares 222,459 $8.95M 0.52% +59,478 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: 1,807 shares; 2024Q3: 19,438 shares; 2024Q4: 20,106 shares; 2025Q1: 21,752 shares; 2025Q2: 23,767 shares; 2025Q3: 25,187 shares; 2025Q4: 24,202 shares 24,202 $8.38M 0.49% -985 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: 32,589 shares; 2024Q3: 34,436 shares; 2024Q4: 35,615 shares; 2025Q1: 36,300 shares; 2025Q2: 37,598 shares; 2025Q3: 37,568 shares; 2025Q4: 39,176 shares 39,176 $8.11M 0.47% +1,608 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: 242,991 shares; 2024Q3: 239,686 shares; 2024Q4: 246,155 shares; 2025Q1: 150,558 shares; 2025Q2: 152,227 shares; 2025Q3: 151,986 shares; 2025Q4: 154,866 shares 154,866 $7.69M 0.45% +2,880 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: 91,804 shares; 2024Q3: 100,508 shares; 2024Q4: 128,569 shares; 2025Q1: 127,529 shares; 2025Q2: 130,010 shares; 2025Q3: 127,892 shares; 2025Q4: 151,854 shares 151,854 $7.68M 0.45% +23,962 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: 4,970 shares; 2024Q3: 5,485 shares; 2024Q4: 5,360 shares; 2025Q1: 12,066 shares; 2025Q2: 12,069 shares; 2025Q3: 11,872 shares; 2025Q4: 11,715 shares 11,715 $7.35M 0.43% -157 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: 18,795 shares; 2024Q3: 19,575 shares; 2024Q4: 20,304 shares; 2025Q1: 20,884 shares; 2025Q2: 20,996 shares; 2025Q3: 20,949 shares; 2025Q4: 20,940 shares 20,940 $7.34M 0.43% -9 Timeline MMSC 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: 170,306 shares; 2024Q3: 160,521 shares; 2024Q4: 168,691 shares; 2025Q1: 213,298 shares; 2025Q2: 296,289 shares; 2025Q3: 296,719 shares; 2025Q4: 299,412 shares 299,412 $7.17M 0.42% +2,693 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: 85,987 shares; 2024Q3: 77,171 shares; 2024Q4: 79,996 shares; 2025Q1: 72,657 shares; 2025Q2: 73,419 shares; 2025Q3: 72,758 shares; 2025Q4: 72,734 shares 72,734 $7.15M 0.42% -24 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: 31,188 shares; 2024Q3: 32,836 shares; 2024Q4: 34,980 shares; 2025Q1: 35,688 shares; 2025Q2: 40,909 shares; 2025Q3: 39,801 shares; 2025Q4: 35,679 shares 35,679 $6.34M 0.37% -4,122 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: 31,477 shares; 2024Q3: 32,687 shares; 2024Q4: 34,780 shares; 2025Q1: 39,922 shares; 2025Q2: 52,961 shares; 2025Q3: 54,509 shares; 2025Q4: 55,374 shares 55,374 $6.17M 0.36% +865 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: 7,702 shares; 2024Q3: 10,433 shares; 2024Q4: 10,757 shares; 2025Q1: 10,765 shares; 2025Q2: 10,741 shares; 2025Q3: 10,613 shares; 2025Q4: 10,442 shares 10,442 $5.96M 0.35% -171 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: 27,962 shares; 2024Q3: 28,634 shares; 2024Q4: 28,703 shares; 2025Q1: 28,937 shares; 2025Q2: 28,900 shares; 2025Q3: 28,901 shares; 2025Q4: 28,900 shares 28,900 $5.77M 0.34% -1 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: 27,041 shares; 2024Q3: 27,215 shares; 2024Q4: 27,519 shares; 2025Q1: 63,520 shares; 2025Q2: 64,085 shares; 2025Q3: 64,069 shares; 2025Q4: 129,057 shares 129,057 $5.77M 0.34% +64,988 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: 291,954 shares; 2024Q3: 282,970 shares; 2024Q4: 296,603 shares; 2025Q1: 49,108 shares; 2025Q2: 76,570 shares; 2025Q3: 80,485 shares; 2025Q4: 82,324 shares 82,324 $5.72M 0.33% +1,839 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,449 shares; 2025Q3: 58,972 shares; 2025Q4: 117,716 shares 117,716 $5.63M 0.33% +58,744 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: 83,884 shares; 2024Q3: 90,386 shares; 2024Q4: 85,577 shares; 2025Q1: 83,327 shares; 2025Q2: 79,390 shares; 2025Q3: 79,569 shares; 2025Q4: 78,603 shares 78,603 $5.62M 0.33% -966 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: 53,450 shares; 2025Q2: 54,010 shares; 2025Q3: 53,195 shares; 2025Q4: 53,178 shares 53,178 $5.51M 0.32% -17 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: 42,835 shares; 2024Q3: 44,820 shares; 2024Q4: 46,151 shares; 2025Q1: 47,666 shares; 2025Q2: 39,290 shares; 2025Q3: 37,925 shares; 2025Q4: 36,283 shares 36,283 $5.2M 0.3% -1,642 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: not reported; 2024Q3: 20,047 shares; 2024Q4: 63,610 shares; 2025Q1: 84,418 shares; 2025Q2: 82,310 shares; 2025Q3: 92,639 shares; 2025Q4: 100,353 shares 100,353 $5.01M 0.29% +7,714 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: 17,760 shares; 2024Q3: 18,181 shares; 2024Q4: 17,726 shares; 2025Q1: 17,759 shares; 2025Q2: 18,218 shares; 2025Q3: 17,914 shares; 2025Q4: 34,753 shares 34,753 $5M 0.29% +16,839 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: 70,830 shares; 2024Q3: 70,224 shares; 2024Q4: 71,110 shares; 2025Q1: 71,772 shares; 2025Q2: 87,063 shares; 2025Q3: 89,231 shares; 2025Q4: 90,069 shares 90,069 $4.95M 0.29% +838 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: 15,085 shares; 2024Q3: 16,616 shares; 2024Q4: 16,892 shares; 2025Q1: 15,630 shares; 2025Q2: 16,921 shares; 2025Q3: 15,391 shares; 2025Q4: 16,661 shares 16,661 $4.94M 0.29% +1,270 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: 5,283 shares; 2024Q3: 5,787 shares; 2024Q4: 5,985 shares; 2025Q1: 6,142 shares; 2025Q2: 6,368 shares; 2025Q3: 6,376 shares; 2025Q4: 7,119 shares 7,119 $4.85M 0.28% +743 Timeline DIVO 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: 98,047 shares; 2024Q3: 103,669 shares; 2024Q4: 108,681 shares; 2025Q1: 106,415 shares; 2025Q2: 106,336 shares; 2025Q3: 107,970 shares; 2025Q4: 109,039 shares 109,039 $4.85M 0.28% +1,069 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: 70,635 shares; 2024Q3: 63,132 shares; 2024Q4: 62,113 shares; 2025Q1: 61,711 shares; 2025Q2: 61,591 shares; 2025Q3: 60,222 shares; 2025Q4: 59,462 shares 59,462 $4.77M 0.28% -760 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: 12,443 shares; 2024Q3: 12,842 shares; 2024Q4: 13,608 shares; 2025Q1: 12,303 shares; 2025Q2: 13,904 shares; 2025Q3: 13,512 shares; 2025Q4: 13,637 shares 13,637 $4.69M 0.27% +125 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: 11,669 shares; 2024Q3: 13,398 shares; 2024Q4: 13,648 shares; 2025Q1: 14,111 shares; 2025Q2: 16,081 shares; 2025Q3: 16,480 shares; 2025Q4: 15,087 shares 15,087 $4.65M 0.27% -1,393 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: 58,586 shares; 2024Q3: 58,973 shares; 2024Q4: 58,893 shares; 2025Q1: 69,650 shares; 2025Q2: 69,282 shares; 2025Q3: 69,846 shares; 2025Q4: 69,877 shares 69,877 $4.61M 0.27% +31 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: 8,833 shares; 2024Q3: 9,431 shares; 2024Q4: 10,132 shares; 2025Q1: 10,716 shares; 2025Q2: 7,830 shares; 2025Q3: 7,765 shares; 2025Q4: 7,691 shares 7,691 $4.41M 0.26% -74 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: 30,790 shares; 2024Q3: 31,310 shares; 2024Q4: 31,773 shares; 2025Q1: 25,589 shares; 2025Q2: 24,917 shares; 2025Q3: 23,937 shares; 2025Q4: 28,397 shares 28,397 $4.38M 0.26% +4,460 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: 17,620 shares; 2024Q3: 17,518 shares; 2024Q4: 16,587 shares; 2025Q1: 16,235 shares; 2025Q2: 15,895 shares; 2025Q3: 15,110 shares; 2025Q4: 14,366 shares 14,366 $4.33M 0.25% -744 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: 14,936 shares; 2024Q3: 14,117 shares; 2024Q4: 14,748 shares; 2025Q1: 16,056 shares; 2025Q2: 14,485 shares; 2025Q3: 14,365 shares; 2025Q4: 13,982 shares 13,982 $4.27M 0.25% -383 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: 11,952 shares; 2024Q3: 11,892 shares; 2024Q4: 24,353 shares; 2025Q1: 24,151 shares; 2025Q2: 24,052 shares; 2025Q3: 24,930 shares; 2025Q4: 22,833 shares 22,833 $4.21M 0.25% -2,097 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: 31,013 shares; 2024Q3: 31,300 shares; 2024Q4: 33,171 shares; 2025Q1: 32,213 shares; 2025Q2: 32,241 shares; 2025Q3: 32,216 shares; 2025Q4: 32,208 shares 32,208 $4.19M 0.25% -8 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: 83,383 shares; 2024Q3: 80,277 shares; 2024Q4: 86,011 shares; 2025Q1: 45,106 shares; 2025Q2: 46,517 shares; 2025Q3: 47,173 shares; 2025Q4: 49,482 shares 49,482 $4.19M 0.24% +2,309 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: 19,809 shares; 2024Q3: 20,534 shares; 2024Q4: 19,164 shares; 2025Q1: 17,665 shares; 2025Q2: 20,901 shares; 2025Q3: 21,747 shares; 2025Q4: 22,404 shares 22,404 $4.11M 0.24% +657 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: 3,648 shares; 2024Q3: 3,892 shares; 2024Q4: 4,211 shares; 2025Q1: 4,297 shares; 2025Q2: 4,594 shares; 2025Q3: 4,613 shares; 2025Q4: 4,748 shares 4,748 $4.09M 0.24% +135 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: 7,986 shares; 2024Q3: 7,859 shares; 2024Q4: 7,816 shares; 2025Q1: 7,804 shares; 2025Q2: 7,661 shares; 2025Q3: 7,325 shares; 2025Q4: 7,150 shares 7,150 $4.05M 0.24% -175 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: 24,614 shares; 2024Q3: 24,759 shares; 2024Q4: 24,784 shares; 2025Q1: 27,930 shares; 2025Q2: 28,775 shares; 2025Q3: 32,215 shares; 2025Q4: 33,611 shares 33,611 $4.04M 0.24% +1,396 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,838 shares; 2025Q3: 19,044 shares; 2025Q4: 56,954 shares 56,954 $3.97M 0.23% +37,910 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: 2,476 shares; 2024Q3: 14,226 shares; 2024Q4: 14,364 shares; 2025Q1: 15,416 shares; 2025Q2: 15,692 shares; 2025Q3: 15,730 shares; 2025Q4: 15,786 shares 15,786 $3.89M 0.23% +56 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: 11,578 shares; 2024Q3: 12,069 shares; 2024Q4: 12,216 shares; 2025Q1: 12,597 shares; 2025Q2: 9,342 shares; 2025Q3: 10,392 shares; 2025Q4: 11,218 shares 11,218 $3.7M 0.22% +826 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 282 shares; 2024Q4: not reported; 2025Q1: 38,510 shares; 2025Q2: 38,894 shares; 2025Q3: 39,281 shares; 2025Q4: 79,671 shares 79,671 $3.61M 0.21% +40,390 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: 21,436 shares; 2024Q3: 22,559 shares; 2024Q4: 40,346 shares; 2025Q1: 35,706 shares; 2025Q2: 41,757 shares; 2025Q3: 36,544 shares; 2025Q4: 46,788 shares 46,788 $3.6M 0.21% +10,244 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 145,282 shares; 2024Q3: 153,135 shares; 2024Q4: 159,288 shares; 2025Q1: 18,824 shares; 2025Q2: 21,002 shares; 2025Q3: 26,441 shares; 2025Q4: 32,505 shares 32,505 $3.58M 0.21% +6,064 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: 256,435 shares; 2024Q3: 254,471 shares; 2024Q4: 267,177 shares; 2025Q1: 50,341 shares; 2025Q2: 53,824 shares; 2025Q3: 56,125 shares; 2025Q4: 59,427 shares 59,427 $3.4M 0.2% +3,302 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 262 shares; 2024Q4: 32,804 shares; 2025Q1: 30,120 shares; 2025Q2: 29,771 shares; 2025Q3: 28,581 shares; 2025Q4: 28,260 shares 28,260 $3.38M 0.2% -321 Timeline CLOUGH HEDGED EQUITY ETF CLOUGH HEDGED EQUITY ETF More: the full row for CLOUGH HEDGED EQUITY ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 122,698 shares; 2024Q3: 142,725 shares; 2024Q4: 140,433 shares; 2025Q1: 144,867 shares; 2025Q2: 147,916 shares; 2025Q3: 133,508 shares; 2025Q4: 122,812 shares 122,812 $3.38M 0.2% -10,696 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: 10,790 shares; 2024Q3: 7,152 shares; 2024Q4: 21,383 shares; 2025Q1: 21,260 shares; 2025Q2: 20,410 shares; 2025Q3: 19,580 shares; 2025Q4: 19,297 shares 19,297 $3.3M 0.19% -283 Timeline MJ 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,771 shares; 2025Q2: 110,175 shares; 2025Q3: 110,197 shares; 2025Q4: 109,124 shares 109,124 $3.25M 0.19% -1,073 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: 41,297 shares; 2024Q3: 41,737 shares; 2024Q4: 42,029 shares; 2025Q1: 42,600 shares; 2025Q2: 42,055 shares; 2025Q3: 42,315 shares; 2025Q4: 45,887 shares 45,887 $3.21M 0.19% +3,572 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: 18,271 shares; 2024Q3: 17,346 shares; 2024Q4: 18,136 shares; 2025Q1: 5,405 shares; 2025Q2: 13,741 shares; 2025Q3: 15,695 shares; 2025Q4: 16,406 shares 16,406 $3.14M 0.18% +711 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,729 shares; 2024Q3: 5,346 shares; 2024Q4: 5,227 shares; 2025Q1: 5,314 shares; 2025Q2: 5,938 shares; 2025Q3: 5,595 shares; 2025Q4: 5,505 shares 5,505 $3.13M 0.18% -90 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: 20,241 shares; 2024Q3: not reported; 2024Q4: 95,807 shares; 2025Q1: 73,137 shares; 2025Q2: 71,883 shares; 2025Q3: 68,652 shares; 2025Q4: 67,917 shares 67,917 $3.02M 0.18% -735 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: 30,200 shares; 2024Q3: 30,388 shares; 2024Q4: 31,350 shares; 2025Q1: 40,971 shares; 2025Q2: 41,618 shares; 2025Q3: 42,072 shares; 2025Q4: 44,581 shares 44,581 $3M 0.18% +2,509 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: 15,123 shares; 2024Q3: 14,890 shares; 2024Q4: 15,480 shares; 2025Q1: 15,721 shares; 2025Q2: 15,482 shares; 2025Q3: 15,223 shares; 2025Q4: 15,068 shares 15,068 $2.99M 0.18% -155 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: 26,104 shares; 2024Q3: 24,320 shares; 2024Q4: 24,052 shares; 2025Q1: 25,084 shares; 2025Q2: 22,757 shares; 2025Q3: 22,927 shares; 2025Q4: 13,734 shares 13,734 $2.98M 0.17% -9,193 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: 65,351 shares; 2024Q3: 61,847 shares; 2024Q4: 65,042 shares; 2025Q1: 59,572 shares; 2025Q2: 61,191 shares; 2025Q3: 61,434 shares; 2025Q4: 62,531 shares 62,531 $2.94M 0.17% +1,097 Timeline XOP 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: not reported; 2024Q3: 105 shares; 2024Q4: not reported; 2025Q1: 24,232 shares; 2025Q2: 21,151 shares; 2025Q3: 21,572 shares; 2025Q4: 22,430 shares 22,430 $2.83M 0.17% +858 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 57,103 shares; 2024Q4: 57,978 shares; 2025Q1: 58,191 shares; 2025Q2: 57,920 shares; 2025Q3: 58,146 shares; 2025Q4: 58,433 shares 58,433 $2.74M 0.16% +287 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,962 shares; 2024Q3: 2,883 shares; 2024Q4: 2,854 shares; 2025Q1: 3,242 shares; 2025Q2: 3,087 shares; 2025Q3: 3,138 shares; 2025Q4: 3,094 shares 3,094 $2.72M 0.16% -44 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: 2,033 shares; 2024Q3: 1,928 shares; 2024Q4: 1,875 shares; 2025Q1: 1,926 shares; 2025Q2: 2,640 shares; 2025Q3: 2,715 shares; 2025Q4: 27,867 shares 27,867 $2.61M 0.15% +25,152 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: 8,056 shares; 2024Q3: 10,133 shares; 2024Q4: 10,499 shares; 2025Q1: 13,323 shares; 2025Q2: 13,357 shares; 2025Q3: 12,832 shares; 2025Q4: 13,569 shares 13,569 $2.59M 0.15% +737 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,893 shares; 2024Q3: 388 shares; 2024Q4: 35,987 shares; 2025Q1: 32,523 shares; 2025Q2: 20,708 shares; 2025Q3: 19,563 shares; 2025Q4: 19,407 shares 19,407 $2.58M 0.15% -156 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: 25,710 shares; 2024Q3: 25,820 shares; 2024Q4: 26,062 shares; 2025Q1: 26,505 shares; 2025Q2: 26,991 shares; 2025Q3: 28,220 shares; 2025Q4: 27,224 shares 27,224 $2.52M 0.15% -996 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: 6,146 shares; 2024Q3: 4,976 shares; 2024Q4: 4,908 shares; 2025Q1: 4,943 shares; 2025Q2: 4,920 shares; 2025Q3: 4,801 shares; 2025Q4: 3,853 shares 3,853 $2.52M 0.15% -948 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: 1,900 shares; 2024Q3: 1,707 shares; 2024Q4: 1,843 shares; 2025Q1: 2,458 shares; 2025Q2: 12,038 shares; 2025Q3: 10,857 shares; 2025Q4: 12,707 shares 12,707 $2.48M 0.14% +1,850 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: 14,236 shares; 2024Q3: 14,327 shares; 2024Q4: 15,297 shares; 2025Q1: 15,860 shares; 2025Q2: 17,718 shares; 2025Q3: 15,516 shares; 2025Q4: 15,298 shares 15,298 $2.45M 0.14% -218 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: not reported; 2024Q3: 3,045 shares; 2024Q4: 3,949 shares; 2025Q1: not reported; 2025Q2: 28,803 shares; 2025Q3: 42,530 shares; 2025Q4: 35,225 shares 35,225 $2.44M 0.14% -7,305 Timeline DSEP 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: not reported; 2024Q3: 56,277 shares; 2024Q4: 53,770 shares; 2025Q1: 53,770 shares; 2025Q2: 53,770 shares; 2025Q3: 53,770 shares; 2025Q4: 53,770 shares 53,770 $2.41M 0.14% 0 Timeline POWA 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: 27,005 shares; 2024Q3: 27,005 shares; 2024Q4: 27,169 shares; 2025Q1: 27,169 shares; 2025Q2: 27,169 shares; 2025Q3: 26,591 shares; 2025Q4: 26,690 shares 26,690 $2.4M 0.14% +99 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: 11,724 shares; 2024Q3: 11,871 shares; 2024Q4: 34,427 shares; 2025Q1: 32,758 shares; 2025Q2: 23,006 shares; 2025Q3: 21,003 shares; 2025Q4: 20,846 shares 20,846 $2.37M 0.14% -157 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: 8,163 shares; 2024Q3: 8,938 shares; 2024Q4: 9,481 shares; 2025Q1: 9,899 shares; 2025Q2: 9,404 shares; 2025Q3: 9,055 shares; 2025Q4: 10,157 shares 10,157 $2.32M 0.14% +1,102 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: 6,879 shares; 2024Q3: 6,959 shares; 2024Q4: 6,951 shares; 2025Q1: 7,248 shares; 2025Q2: 8,190 shares; 2025Q3: 8,482 shares; 2025Q4: 9,176 shares 9,176 $2.32M 0.14% +694 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,337 shares; 2024Q3: 17,869 shares; 2024Q4: 20,255 shares; 2025Q1: 20,207 shares; 2025Q2: 20,237 shares; 2025Q3: 19,982 shares; 2025Q4: 19,598 shares 19,598 $2.3M 0.13% -384 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: 12,851 shares; 2024Q3: 12,762 shares; 2024Q4: 12,907 shares; 2025Q1: 12,971 shares; 2025Q2: 12,683 shares; 2025Q3: 12,439 shares; 2025Q4: 11,954 shares 11,954 $2.21M 0.13% -485 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: 21,970 shares; 2024Q3: 22,355 shares; 2024Q4: 13,805 shares; 2025Q1: 26,714 shares; 2025Q2: 25,195 shares; 2025Q3: 23,809 shares; 2025Q4: 22,020 shares 22,020 $2.2M 0.13% -1,789 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: 80,767 shares; 2024Q3: 79,521 shares; 2024Q4: 88,850 shares; 2025Q1: 92,981 shares; 2025Q2: 92,712 shares; 2025Q3: 88,835 shares; 2025Q4: 88,107 shares 88,107 $2.19M 0.13% -728 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: 22,258 shares; 2024Q3: 22,357 shares; 2024Q4: 22,501 shares; 2025Q1: 22,873 shares; 2025Q2: 23,017 shares; 2025Q3: 22,996 shares; 2025Q4: 23,254 shares 23,254 $2.17M 0.13% +258 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: 12,667 shares; 2024Q3: 17,163 shares; 2024Q4: 12,352 shares; 2025Q1: 15,181 shares; 2025Q2: 14,773 shares; 2025Q3: 14,839 shares; 2025Q4: 17,679 shares 17,679 $2.13M 0.12% +2,840 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: 26,565 shares; 2024Q3: 27,331 shares; 2024Q4: 29,390 shares; 2025Q1: 30,760 shares; 2025Q2: 20,462 shares; 2025Q3: 19,720 shares; 2025Q4: 19,889 shares 19,889 $2.09M 0.12% +169 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: 19,220 shares; 2024Q3: 28,371 shares; 2024Q4: 45,078 shares; 2025Q1: 56,721 shares; 2025Q2: 55,906 shares; 2025Q3: 52,973 shares; 2025Q4: 51,286 shares 51,286 $2.09M 0.12% -1,687 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: 2,618 shares; 2024Q3: 2,591 shares; 2024Q4: 6,884 shares; 2025Q1: 6,706 shares; 2025Q2: 6,746 shares; 2025Q3: 7,358 shares; 2025Q4: 7,185 shares 7,185 $2.08M 0.12% -173 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: 1,635 shares; 2024Q3: 2,497 shares; 2024Q4: 2,536 shares; 2025Q1: 3,676 shares; 2025Q2: 3,566 shares; 2025Q3: 3,924 shares; 2025Q4: 4,089 shares 4,089 $1.99M 0.12% +165 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: 3,761 shares; 2024Q3: 4,069 shares; 2024Q4: 4,284 shares; 2025Q1: 4,261 shares; 2025Q2: 4,166 shares; 2025Q3: 4,178 shares; 2025Q4: 4,210 shares 4,210 $1.97M 0.12% +32 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: 3,899 shares; 2024Q3: 3,822 shares; 2024Q4: 3,277 shares; 2025Q1: 10,859 shares; 2025Q2: 3,490 shares; 2025Q3: 6,741 shares; 2025Q4: 19,734 shares 19,734 $1.96M 0.11% +12,993 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,951 shares; 2024Q3: 5,050 shares; 2024Q4: 5,047 shares; 2025Q1: 5,062 shares; 2025Q2: 5,129 shares; 2025Q3: 5,392 shares; 2025Q4: 4,713 shares 4,713 $1.95M 0.11% -679 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: 32,143 shares; 2024Q3: 27,296 shares; 2024Q4: 27,388 shares; 2025Q1: 27,146 shares; 2025Q2: 27,252 shares; 2025Q3: 27,504 shares; 2025Q4: 27,023 shares 27,023 $1.93M 0.11% -481 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: 4,329 shares; 2024Q3: 4,953 shares; 2024Q4: 7,350 shares; 2025Q1: 4,695 shares; 2025Q2: 19,511 shares; 2025Q3: 20,646 shares; 2025Q4: 23,215 shares 23,215 $1.9M 0.11% +2,569 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: 5,052 shares; 2024Q3: 5,019 shares; 2024Q4: 4,998 shares; 2025Q1: 5,005 shares; 2025Q2: 4,907 shares; 2025Q3: 4,859 shares; 2025Q4: 4,847 shares 4,847 $1.87M 0.11% -12 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: 5,070 shares; 2024Q3: 5,829 shares; 2024Q4: 6,865 shares; 2025Q1: 8,232 shares; 2025Q2: 8,279 shares; 2025Q3: 8,247 shares; 2025Q4: 8,406 shares 8,406 $1.85M 0.11% +159 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: 2,582 shares; 2024Q3: 2,766 shares; 2024Q4: 3,031 shares; 2025Q1: 3,575 shares; 2025Q2: 3,606 shares; 2025Q3: 3,609 shares; 2025Q4: 3,903 shares 3,903 $1.85M 0.11% +294 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,578 shares; 2025Q1: 23,934 shares; 2025Q2: 23,196 shares; 2025Q3: 22,394 shares; 2025Q4: 22,079 shares 22,079 $1.84M 0.11% -315 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,647 shares; 2024Q3: 15,199 shares; 2024Q4: 15,811 shares; 2025Q1: 14,731 shares; 2025Q2: 14,822 shares; 2025Q3: 14,908 shares; 2025Q4: 15,029 shares 15,029 $1.83M 0.11% +121 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: 30,359 shares; 2024Q3: 30,427 shares; 2024Q4: 89,599 shares; 2025Q1: 106,198 shares; 2025Q2: 100,795 shares; 2025Q3: 94,107 shares; 2025Q4: 89,801 shares 89,801 $1.82M 0.11% -4,306 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: 10,906 shares; 2024Q3: 11,959 shares; 2024Q4: 13,002 shares; 2025Q1: 13,437 shares; 2025Q2: 8,674 shares; 2025Q3: 8,216 shares; 2025Q4: 7,845 shares 7,845 $1.81M 0.11% -371 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,018 shares; 2024Q3: 12,590 shares; 2024Q4: 11,346 shares; 2025Q1: 11,352 shares; 2025Q2: 10,945 shares; 2025Q3: 10,597 shares; 2025Q4: 9,837 shares 9,837 $1.77M 0.1% -760 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: 3,839 shares; 2024Q3: 4,128 shares; 2024Q4: 4,389 shares; 2025Q1: 4,434 shares; 2025Q2: 5,809 shares; 2025Q3: 6,077 shares; 2025Q4: 6,592 shares 6,592 $1.75M 0.1% +515 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: not reported; 2024Q3: 1,190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,879 shares; 2025Q3: 30,430 shares; 2025Q4: 38,062 shares 38,062 $1.69M 0.1% +7,632 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: 8,300 shares; 2024Q3: 7,807 shares; 2024Q4: 7,922 shares; 2025Q1: 8,628 shares; 2025Q2: 6,365 shares; 2025Q3: 6,639 shares; 2025Q4: 7,819 shares 7,819 $1.67M 0.1% +1,180 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,675 shares; 2025Q1: 16,102 shares; 2025Q2: 15,562 shares; 2025Q3: 15,035 shares; 2025Q4: 14,614 shares 14,614 $1.6M 0.09% -421 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,821 shares; 2024Q4: 16,749 shares; 2025Q1: 13,698 shares; 2025Q2: 12,290 shares; 2025Q3: 11,900 shares; 2025Q4: 11,636 shares 11,636 $1.59M 0.09% -264 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: 8,890 shares; 2024Q3: 8,614 shares; 2024Q4: 12,181 shares; 2025Q1: 43,998 shares; 2025Q2: 44,127 shares; 2025Q3: 44,274 shares; 2025Q4: 15,708 shares 15,708 $1.57M 0.09% -28,566 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: 5,777 shares; 2024Q3: 6,324 shares; 2024Q4: 11,058 shares; 2025Q1: 12,472 shares; 2025Q2: 10,537 shares; 2025Q3: 10,414 shares; 2025Q4: 10,267 shares 10,267 $1.56M 0.09% -147 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: 12,732 shares; 2024Q3: 12,738 shares; 2024Q4: 12,325 shares; 2025Q1: 12,049 shares; 2025Q2: 11,414 shares; 2025Q3: 11,332 shares; 2025Q4: 10,902 shares 10,902 $1.56M 0.09% -430 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: 7,025 shares; 2024Q3: 7,047 shares; 2024Q4: 6,969 shares; 2025Q1: 7,237 shares; 2025Q2: 7,257 shares; 2025Q3: 7,191 shares; 2025Q4: 7,329 shares 7,329 $1.55M 0.09% +138 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,629 shares; 2024Q3: 24,418 shares; 2024Q4: 23,993 shares; 2025Q1: 23,846 shares; 2025Q2: 22,939 shares; 2025Q3: 22,926 shares; 2025Q4: 22,636 shares 22,636 $1.55M 0.09% -290 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: 9,304 shares; 2024Q3: 9,404 shares; 2024Q4: 10,307 shares; 2025Q1: 16,337 shares; 2025Q2: 16,005 shares; 2025Q3: 16,005 shares; 2025Q4: 17,240 shares 17,240 $1.54M 0.09% +1,235 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: 29,753 shares; 2024Q3: 30,115 shares; 2024Q4: 30,549 shares; 2025Q1: 30,740 shares; 2025Q2: 29,273 shares; 2025Q3: 29,346 shares; 2025Q4: 29,742 shares 29,742 $1.51M 0.09% +396 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: 29,458 shares; 2024Q3: 74,520 shares; 2024Q4: 29,458 shares; 2025Q1: 29,458 shares; 2025Q2: 29,458 shares; 2025Q3: 32,452 shares; 2025Q4: 32,133 shares 32,133 $1.47M 0.09% -319 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,850 shares; 2024Q3: 26,349 shares; 2024Q4: 31,777 shares; 2025Q1: 32,552 shares; 2025Q2: 32,893 shares; 2025Q3: 33,385 shares; 2025Q4: 34,134 shares 34,134 $1.46M 0.09% +749 Timeline XT 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: 20,483 shares; 2024Q3: 20,483 shares; 2024Q4: 20,483 shares; 2025Q1: 20,483 shares; 2025Q2: 20,483 shares; 2025Q3: 20,483 shares; 2025Q4: 20,483 shares 20,483 $1.43M 0.08% 0 Timeline FPEI 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: 44,432 shares; 2024Q3: 44,969 shares; 2024Q4: 74,458 shares; 2025Q1: 74,762 shares; 2025Q2: 64,257 shares; 2025Q3: 64,943 shares; 2025Q4: 72,935 shares 72,935 $1.41M 0.08% +7,992 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,877 shares; 2025Q3: 58,547 shares; 2025Q4: 44,850 shares 44,850 $1.41M 0.08% -13,697 Timeline SAMM ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,135 shares; 2025Q2: 49,604 shares; 2025Q3: 51,524 shares; 2025Q4: 46,757 shares 46,757 $1.41M 0.08% -4,767 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 36,258 shares; 2024Q3: 57,023 shares; 2024Q4: 78,320 shares; 2025Q1: 78,727 shares; 2025Q2: 68,939 shares; 2025Q3: 65,598 shares; 2025Q4: 53,187 shares 53,187 $1.39M 0.08% -12,411 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: 14,712 shares; 2024Q3: 14,676 shares; 2024Q4: 14,565 shares; 2025Q1: 14,412 shares; 2025Q2: 15,192 shares; 2025Q3: 14,683 shares; 2025Q4: 15,690 shares 15,690 $1.39M 0.08% +1,007 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: 2,810 shares; 2024Q3: 2,815 shares; 2024Q4: 2,806 shares; 2025Q1: 3,058 shares; 2025Q2: 3,061 shares; 2025Q3: 2,999 shares; 2025Q4: 2,976 shares 2,976 $1.39M 0.08% -23 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: 10,875 shares; 2024Q3: 10,817 shares; 2024Q4: 10,896 shares; 2025Q1: 14,685 shares; 2025Q2: 14,721 shares; 2025Q3: 14,701 shares; 2025Q4: 14,708 shares 14,708 $1.38M 0.08% +7 Timeline FUTY 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: 21,353 shares; 2024Q3: 21,478 shares; 2024Q4: 23,809 shares; 2025Q1: 24,025 shares; 2025Q2: 23,959 shares; 2025Q3: 24,271 shares; 2025Q4: 24,653 shares 24,653 $1.36M 0.08% +382 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: 7,433 shares; 2024Q3: 7,749 shares; 2024Q4: 7,802 shares; 2025Q1: 9,135 shares; 2025Q2: 9,129 shares; 2025Q3: 9,167 shares; 2025Q4: 9,471 shares 9,471 $1.36M 0.08% +304 Timeline JVAL 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: 165,247 shares; 2024Q3: 157,097 shares; 2024Q4: 165,762 shares; 2025Q1: 28,955 shares; 2025Q2: 28,179 shares; 2025Q3: 28,237 shares; 2025Q4: 27,565 shares 27,565 $1.35M 0.08% -672 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,239 shares; 2024Q3: 21,639 shares; 2024Q4: 21,179 shares; 2025Q1: 21,000 shares; 2025Q2: 22,096 shares; 2025Q3: 21,255 shares; 2025Q4: 21,631 shares 21,631 $1.34M 0.08% +376 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: not reported; 2024Q3: 1,991 shares; 2024Q4: not reported; 2025Q1: 7,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,379 shares 55,379 $1.34M 0.08% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,437 shares; 2024Q3: 12,155 shares; 2024Q4: 14,261 shares; 2025Q1: 16,794 shares; 2025Q2: 16,605 shares; 2025Q3: 16,246 shares; 2025Q4: 16,434 shares 16,434 $1.32M 0.08% +188 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: 1,876 shares; 2024Q3: 2,185 shares; 2024Q4: 3,960 shares; 2025Q1: 5,357 shares; 2025Q2: 4,095 shares; 2025Q3: 4,000 shares; 2025Q4: 4,004 shares 4,004 $1.31M 0.08% +4 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: 24,036 shares; 2024Q3: 27,659 shares; 2024Q4: 29,603 shares; 2025Q1: 29,295 shares; 2025Q2: 32,153 shares; 2025Q3: 21,103 shares; 2025Q4: 20,305 shares 20,305 $1.31M 0.08% -798 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,045 shares; 2025Q1: 5,693 shares; 2025Q2: 5,568 shares; 2025Q3: 5,343 shares; 2025Q4: 5,316 shares 5,316 $1.3M 0.08% -27 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,732 shares; 2024Q3: 24,329 shares; 2024Q4: 25,812 shares; 2025Q1: 26,954 shares; 2025Q2: 26,258 shares; 2025Q3: 25,712 shares; 2025Q4: 22,768 shares 22,768 $1.28M 0.08% -2,944 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: not reported; 2024Q3: 792 shares; 2024Q4: 794 shares; 2025Q1: 1,038 shares; 2025Q2: 1,249 shares; 2025Q3: 1,191 shares; 2025Q4: 1,034 shares 1,034 $1.26M 0.07% -157 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: 32,572 shares; 2024Q3: 31,729 shares; 2024Q4: 100,764 shares; 2025Q1: 94,116 shares; 2025Q2: 28,355 shares; 2025Q3: 47,419 shares; 2025Q4: 50,454 shares 50,454 $1.26M 0.07% +3,035 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: 6,676 shares; 2024Q3: 6,577 shares; 2024Q4: 6,459 shares; 2025Q1: 6,369 shares; 2025Q2: 6,268 shares; 2025Q3: 6,105 shares; 2025Q4: 5,618 shares 5,618 $1.23M 0.07% -487 Timeline PBUS 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: 19,035 shares; 2024Q3: 18,331 shares; 2024Q4: 18,315 shares; 2025Q1: 18,373 shares; 2025Q2: 18,175 shares; 2025Q3: 17,828 shares; 2025Q4: 17,787 shares 17,787 $1.22M 0.07% -41 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: 16,502 shares; 2024Q3: 16,539 shares; 2024Q4: 17,764 shares; 2025Q1: 15,013 shares; 2025Q2: 19,178 shares; 2025Q3: 21,011 shares; 2025Q4: 20,804 shares 20,804 $1.21M 0.07% -207 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: not reported; 2024Q3: 678 shares; 2024Q4: 7,273 shares; 2025Q1: 6,976 shares; 2025Q2: 6,468 shares; 2025Q3: 5,874 shares; 2025Q4: 5,784 shares 5,784 $1.21M 0.07% -90 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: not reported; 2024Q3: 1,069 shares; 2024Q4: 1,079 shares; 2025Q1: 1,118 shares; 2025Q2: 1,115 shares; 2025Q3: 1,137 shares; 2025Q4: 1,118 shares 1,118 $1.2M 0.07% -19 Timeline IDU 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: 8,680 shares; 2024Q3: 8,715 shares; 2024Q4: 8,499 shares; 2025Q1: 10,737 shares; 2025Q2: 10,783 shares; 2025Q3: 10,815 shares; 2025Q4: 10,860 shares 10,860 $1.18M 0.07% +45 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: 8,353 shares; 2024Q3: 8,259 shares; 2024Q4: 8,293 shares; 2025Q1: 8,515 shares; 2025Q2: 12,334 shares; 2025Q3: 12,969 shares; 2025Q4: 27,412 shares 27,412 $1.17M 0.07% +14,443 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: 65,622 shares; 2024Q3: 74,377 shares; 2024Q4: 66,251 shares; 2025Q1: 61,515 shares; 2025Q2: 62,151 shares; 2025Q3: 62,790 shares; 2025Q4: 63,191 shares 63,191 $1.15M 0.07% +401 Timeline IGSB 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: not reported; 2024Q3: 350 shares; 2024Q4: not reported; 2025Q1: 8,487 shares; 2025Q2: 18,255 shares; 2025Q3: 20,960 shares; 2025Q4: 21,724 shares 21,724 $1.15M 0.07% +764 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 23,480 shares; 2024Q4: not reported; 2025Q1: 42,251 shares; 2025Q2: not reported; 2025Q3: 23,870 shares; 2025Q4: 45,771 shares 45,771 $1.12M 0.07% +21,901 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: 16,708 shares; 2024Q3: 23,850 shares; 2024Q4: 18,466 shares; 2025Q1: 16,753 shares; 2025Q2: 16,195 shares; 2025Q3: 16,254 shares; 2025Q4: 18,825 shares 18,825 $1.09M 0.06% +2,571 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: not reported; 2024Q3: 263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,011 shares; 2025Q3: 2,295 shares; 2025Q4: 2,553 shares 2,553 $1.08M 0.06% +258 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: 1,803 shares; 2024Q3: 2,063 shares; 2024Q4: 2,079 shares; 2025Q1: 2,201 shares; 2025Q2: 2,188 shares; 2025Q3: 2,181 shares; 2025Q4: 2,186 shares 2,186 $1.05M 0.06% +5 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: 3,780 shares; 2024Q3: 3,618 shares; 2024Q4: 2,611 shares; 2025Q1: 2,432 shares; 2025Q2: 10,022 shares; 2025Q3: 10,937 shares; 2025Q4: 10,712 shares 10,712 $1.05M 0.06% -225 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: 31,136 shares; 2024Q3: 31,477 shares; 2024Q4: 32,173 shares; 2025Q1: 32,258 shares; 2025Q2: 24,985 shares; 2025Q3: 24,774 shares; 2025Q4: 25,369 shares 25,369 $1.05M 0.06% +595 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: 16,551 shares; 2024Q3: 16,576 shares; 2024Q4: 16,792 shares; 2025Q1: 16,726 shares; 2025Q2: 17,005 shares; 2025Q3: 16,851 shares; 2025Q4: 16,670 shares 16,670 $1.04M 0.06% -181 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: 17,905 shares; 2024Q3: 18,170 shares; 2024Q4: 34,747 shares; 2025Q1: 38,012 shares; 2025Q2: 33,957 shares; 2025Q3: 32,176 shares; 2025Q4: 32,367 shares 32,367 $1.04M 0.06% +191 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: 9,373 shares; 2024Q3: 9,963 shares; 2024Q4: 32,488 shares; 2025Q1: 11,868 shares; 2025Q2: 12,277 shares; 2025Q3: 12,193 shares; 2025Q4: 13,431 shares 13,431 $1.03M 0.06% +1,238 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: 10,478 shares; 2024Q3: 11,183 shares; 2024Q4: 10,051 shares; 2025Q1: 24,712 shares; 2025Q2: 21,733 shares; 2025Q3: 22,113 shares; 2025Q4: 20,116 shares 20,116 $1.02M 0.06% -1,997 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: 11,838 shares; 2024Q3: 11,696 shares; 2024Q4: 11,710 shares; 2025Q1: 12,510 shares; 2025Q2: 12,260 shares; 2025Q3: 12,138 shares; 2025Q4: 11,712 shares 11,712 $1.02M 0.06% -426 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: not reported; 2024Q3: 588 shares; 2024Q4: not reported; 2025Q1: 1,653 shares; 2025Q2: 1,802 shares; 2025Q3: 2,880 shares; 2025Q4: 3,340 shares 3,340 $1.02M 0.06% +460 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,516 shares; 2025Q3: 3,493 shares; 2025Q4: 3,501 shares 3,501 $1.01M 0.06% +8 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: 8,657 shares; 2024Q3: 1,298 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,909 shares; 2025Q4: 12,613 shares 12,613 $1M 0.06% +5,704 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 831 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,017 shares; 2025Q3: 8,464 shares; 2025Q4: 7,645 shares 7,645 $975K 0.06% -819 Timeline FHLC 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: 13,552 shares; 2024Q3: 13,398 shares; 2024Q4: 13,162 shares; 2025Q1: 13,259 shares; 2025Q2: 13,241 shares; 2025Q3: 12,865 shares; 2025Q4: 13,097 shares 13,097 $973K 0.06% +232 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: 5,421 shares; 2024Q3: 5,454 shares; 2024Q4: 5,693 shares; 2025Q1: 9,562 shares; 2025Q2: 9,606 shares; 2025Q3: 9,362 shares; 2025Q4: 9,920 shares 9,920 $955K 0.06% +558 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,173 shares; 2024Q3: 4,246 shares; 2024Q4: 6,150 shares; 2025Q1: 7,286 shares; 2025Q2: 7,333 shares; 2025Q3: 7,373 shares; 2025Q4: 7,858 shares 7,858 $938K 0.05% +485 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: 3,921 shares; 2024Q3: 3,925 shares; 2024Q4: 3,753 shares; 2025Q1: 3,761 shares; 2025Q2: 3,772 shares; 2025Q3: 3,816 shares; 2025Q4: 6,011 shares 6,011 $930K 0.05% +2,195 Timeline BUFG 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: 34,054 shares; 2024Q3: 33,626 shares; 2024Q4: 33,626 shares; 2025Q1: 33,120 shares; 2025Q2: 33,120 shares; 2025Q3: 33,120 shares; 2025Q4: 33,485 shares 33,485 $922K 0.05% +365 Timeline ICSH 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: 20,432 shares; 2024Q3: 20,462 shares; 2024Q4: 18,064 shares; 2025Q1: 17,948 shares; 2025Q2: 17,734 shares; 2025Q3: 17,930 shares; 2025Q4: 18,177 shares 18,177 $919K 0.05% +247 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,015 shares; 2024Q3: 17,997 shares; 2024Q4: 18,075 shares; 2025Q1: 17,763 shares; 2025Q2: 17,848 shares; 2025Q3: 18,015 shares; 2025Q4: 18,172 shares 18,172 $914K 0.05% +157 Timeline FDRR 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: 10,701 shares; 2024Q3: 10,760 shares; 2024Q4: 10,553 shares; 2025Q1: 9,471 shares; 2025Q2: 9,287 shares; 2025Q3: 9,270 shares; 2025Q4: 14,795 shares 14,795 $903K 0.05% +5,525 Timeline TDVI 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,799 shares; 2025Q3: 42,674 shares; 2025Q4: 31,988 shares 31,988 $887K 0.05% -10,686 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,911 shares; 2024Q3: 6,742 shares; 2024Q4: 6,799 shares; 2025Q1: 6,760 shares; 2025Q2: 6,774 shares; 2025Q3: 6,563 shares; 2025Q4: 6,562 shares 6,562 $887K 0.05% -1 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: 14,203 shares; 2024Q3: 15,476 shares; 2024Q4: 12,272 shares; 2025Q1: 10,754 shares; 2025Q2: 10,723 shares; 2025Q3: 10,810 shares; 2025Q4: 8,837 shares 8,837 $887K 0.05% -1,973 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: 7,593 shares; 2024Q3: 7,521 shares; 2024Q4: 7,451 shares; 2025Q1: 12,328 shares; 2025Q2: 7,329 shares; 2025Q3: 7,246 shares; 2025Q4: 6,081 shares 6,081 $880K 0.05% -1,165 Timeline NXXT NEXTNRG INC More: the full row for NEXTNRG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602,602 shares 602,602 $874K 0.05% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,977 shares; 2025Q4: 40,314 shares 40,314 $865K 0.05% +30,337 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: 1,100 shares; 2024Q3: 1,050 shares; 2024Q4: 1,090 shares; 2025Q1: 1,079 shares; 2025Q2: 1,083 shares; 2025Q3: 1,093 shares; 2025Q4: 1,045 shares 1,045 $846K 0.05% -48 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 41,596 shares; 2025Q2: 42,030 shares; 2025Q3: 42,470 shares; 2025Q4: 42,908 shares 42,908 $840K 0.05% +438 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: not reported; 2024Q3: 1,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,227 shares; 2025Q3: 6,016 shares; 2025Q4: 6,588 shares 6,588 $829K 0.05% +572 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: 22,817 shares; 2024Q3: 18,018 shares; 2024Q4: 18,054 shares; 2025Q1: 15,920 shares; 2025Q2: 31,298 shares; 2025Q3: 13,186 shares; 2025Q4: 16,701 shares 16,701 $821K 0.05% +3,515 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: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 983 shares; 2025Q4: 5,349 shares 5,349 $819K 0.05% +4,366 Timeline SPUS 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: 7,606 shares; 2024Q3: 7,621 shares; 2024Q4: 7,633 shares; 2025Q1: 7,470 shares; 2025Q2: 12,682 shares; 2025Q3: 13,204 shares; 2025Q4: 15,969 shares 15,969 $816K 0.05% +2,765 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: 4,239 shares; 2024Q3: 4,281 shares; 2024Q4: 4,408 shares; 2025Q1: 4,850 shares; 2025Q2: 4,446 shares; 2025Q3: 4,428 shares; 2025Q4: 4,166 shares 4,166 $813K 0.05% -262 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: 726 shares; 2024Q3: 662 shares; 2024Q4: 662 shares; 2025Q1: 933 shares; 2025Q2: 1,331 shares; 2025Q3: 1,239 shares; 2025Q4: 2,524 shares 2,524 $804K 0.05% +1,285 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: 3,512 shares; 2024Q3: 3,403 shares; 2024Q4: 3,353 shares; 2025Q1: 3,530 shares; 2025Q2: 3,520 shares; 2025Q3: 3,502 shares; 2025Q4: 3,324 shares 3,324 $802K 0.05% -178 Timeline ARKQ 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: not reported; 2024Q3: 447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,002 shares; 2025Q3: 4,885 shares; 2025Q4: 6,986 shares 6,986 $801K 0.05% +2,101 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,716 shares; 2024Q3: 3,726 shares; 2024Q4: 3,648 shares; 2025Q1: 3,734 shares; 2025Q2: 3,849 shares; 2025Q3: 3,782 shares; 2025Q4: 5,156 shares 5,156 $800K 0.05% +1,374 Timeline TIP 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: 6,846 shares; 2024Q3: 6,846 shares; 2024Q4: 6,573 shares; 2025Q1: 6,473 shares; 2025Q2: 6,169 shares; 2025Q3: 6,192 shares; 2025Q4: 7,242 shares 7,242 $796K 0.05% +1,050 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,056 shares; 2024Q3: 24,968 shares; 2024Q4: 30,280 shares; 2025Q1: 33,078 shares; 2025Q2: 33,488 shares; 2025Q3: 33,509 shares; 2025Q4: 33,951 shares 33,951 $789K 0.05% +442 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,804 shares; 2024Q3: 1,744 shares; 2024Q4: 1,823 shares; 2025Q1: 1,920 shares; 2025Q2: 1,842 shares; 2025Q3: 1,772 shares; 2025Q4: 1,719 shares 1,719 $767K 0.04% -53 SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,849 shares; 2025Q4: 13,720 shares 13,720 $766K 0.04% -4,129 Timeline SMAY 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: 71,497 shares; 2024Q3: 45,529 shares; 2024Q4: 30,064 shares; 2025Q1: 49,881 shares; 2025Q2: 39,428 shares; 2025Q3: 38,283 shares; 2025Q4: 29,417 shares 29,417 $764K 0.04% -8,866 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,485 shares; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,258 shares; 2025Q3: 4,459 shares; 2025Q4: 4,790 shares 4,790 $763K 0.04% +331 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 28,559 shares; 2024Q3: 28,909 shares; 2024Q4: 29,371 shares; 2025Q1: 27,815 shares; 2025Q2: 28,140 shares; 2025Q3: 26,228 shares; 2025Q4: 25,918 shares 25,918 $761K 0.04% -310 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,179 shares; 2024Q3: 6,954 shares; 2024Q4: 6,923 shares; 2025Q1: 6,872 shares; 2025Q2: 6,753 shares; 2025Q3: 6,530 shares; 2025Q4: 6,524 shares 6,524 $719K 0.04% -6 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,623 shares; 2024Q3: 17,623 shares; 2024Q4: 17,783 shares; 2025Q1: 17,783 shares; 2025Q2: 17,067 shares; 2025Q3: 17,067 shares; 2025Q4: 16,893 shares 16,893 $718K 0.04% -174 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: 2,051 shares; 2024Q3: 2,363 shares; 2024Q4: 2,786 shares; 2025Q1: 3,411 shares; 2025Q2: 3,425 shares; 2025Q3: 3,438 shares; 2025Q4: 3,409 shares 3,409 $717K 0.04% -29 Timeline XDEC 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: 17,404 shares; 2024Q3: 16,992 shares; 2024Q4: 16,992 shares; 2025Q1: 16,992 shares; 2025Q2: 16,992 shares; 2025Q3: 16,971 shares; 2025Q4: 16,971 shares 16,971 $694K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,055 shares; 2025Q4: 2,420 shares 2,420 $691K 0.04% -1,635 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 109,554 shares; 2025Q1: 99,810 shares; 2025Q2: 98,345 shares; 2025Q3: 93,153 shares; 2025Q4: 74,554 shares 74,554 $687K 0.04% -18,599 Timeline OBIL 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,739 shares; 2025Q4: 13,668 shares 13,668 $686K 0.04% -71 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: not reported; 2024Q3: 7,875 shares; 2024Q4: not reported; 2025Q1: 31,956 shares; 2025Q2: 33,612 shares; 2025Q3: 34,064 shares; 2025Q4: 37,995 shares 37,995 $671K 0.04% +3,931 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,241 shares; 2024Q3: 5,203 shares; 2024Q4: 5,170 shares; 2025Q1: 5,622 shares; 2025Q2: 5,618 shares; 2025Q3: 5,828 shares; 2025Q4: 5,815 shares 5,815 $670K 0.04% -13 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: 1,095 shares; 2024Q3: 1,084 shares; 2024Q4: 1,145 shares; 2025Q1: 2,093 shares; 2025Q2: 2,010 shares; 2025Q3: 2,013 shares; 2025Q4: 2,263 shares 2,263 $657K 0.04% +250 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: 4,175 shares; 2024Q3: 4,016 shares; 2024Q4: 4,040 shares; 2025Q1: 4,065 shares; 2025Q2: 4,098 shares; 2025Q3: 4,016 shares; 2025Q4: 4,616 shares 4,616 $652K 0.04% +600 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: 3,802 shares; 2024Q3: 3,823 shares; 2024Q4: 3,829 shares; 2025Q1: 4,400 shares; 2025Q2: 4,169 shares; 2025Q3: 4,170 shares; 2025Q4: 4,236 shares 4,236 $651K 0.04% +66 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: 8,098 shares; 2024Q3: 8,984 shares; 2024Q4: 8,910 shares; 2025Q1: 9,004 shares; 2025Q2: 7,867 shares; 2025Q3: 7,716 shares; 2025Q4: 7,715 shares 7,715 $650K 0.04% -1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,390 shares; 2024Q3: 2,400 shares; 2024Q4: 2,535 shares; 2025Q1: 2,740 shares; 2025Q2: 2,665 shares; 2025Q3: 2,565 shares; 2025Q4: 2,656 shares 2,656 $641K 0.04% +91 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,904 shares; 2024Q3: 23,393 shares; 2024Q4: 23,174 shares; 2025Q1: 23,381 shares; 2025Q2: 22,826 shares; 2025Q3: 22,022 shares; 2025Q4: 22,747 shares 22,747 $640K 0.04% +725 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,887 shares; 2024Q4: 10,788 shares; 2025Q1: not reported; 2025Q2: 13,011 shares; 2025Q3: not reported; 2025Q4: 36,528 shares 36,528 $635K 0.04% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 58 shares; 2024Q4: not reported; 2025Q1: 6,070 shares; 2025Q2: 6,072 shares; 2025Q3: 5,600 shares; 2025Q4: 5,858 shares 5,858 $625K 0.04% +258 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,168 shares; 2025Q2: 72,484 shares; 2025Q3: 127,300 shares; 2025Q4: 53,004 shares 53,004 $619K 0.04% -74,296 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: 60,638 shares; 2024Q3: 58,819 shares; 2024Q4: 43,295 shares; 2025Q1: 43,065 shares; 2025Q2: 41,925 shares; 2025Q3: 41,133 shares; 2025Q4: 39,274 shares 39,274 $617K 0.04% -1,859 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: 4,574 shares; 2024Q3: 4,457 shares; 2024Q4: 4,361 shares; 2025Q1: 4,308 shares; 2025Q2: 4,217 shares; 2025Q3: 4,020 shares; 2025Q4: 6,112 shares 6,112 $617K 0.04% +2,092 Timeline KQQQ KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,919 shares 21,919 $615K 0.04% new Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,370 shares 116,370 $613K 0.04% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,056 shares; 2024Q3: 10,674 shares; 2024Q4: 10,901 shares; 2025Q1: 11,534 shares; 2025Q2: 11,204 shares; 2025Q3: 11,228 shares; 2025Q4: 11,406 shares 11,406 $613K 0.04% +178 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 338 shares; 2024Q4: 9,662 shares; 2025Q1: 8,650 shares; 2025Q2: 8,659 shares; 2025Q3: 8,369 shares; 2025Q4: 8,335 shares 8,335 $612K 0.04% -34 Timeline IXN 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: 6,981 shares; 2024Q3: 6,981 shares; 2024Q4: 7,059 shares; 2025Q1: 7,059 shares; 2025Q2: 7,045 shares; 2025Q3: 7,045 shares; 2025Q4: 5,828 shares 5,828 $612K 0.04% -1,217 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,788 shares; 2024Q3: 5,917 shares; 2024Q4: 5,956 shares; 2025Q1: 6,219 shares; 2025Q2: 7,426 shares; 2025Q3: 7,641 shares; 2025Q4: 7,675 shares 7,675 $596K 0.03% +34 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: 9,915 shares; 2024Q3: 10,308 shares; 2024Q4: 12,439 shares; 2025Q1: 12,148 shares; 2025Q2: 11,476 shares; 2025Q3: 11,748 shares; 2025Q4: 10,864 shares 10,864 $586K 0.03% -884 Timeline VDC 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: 1,464 shares; 2024Q3: 1,436 shares; 2024Q4: 1,452 shares; 2025Q1: 1,521 shares; 2025Q2: 1,774 shares; 2025Q3: 2,176 shares; 2025Q4: 2,762 shares 2,762 $583K 0.03% +586 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,897 shares; 2025Q3: 6,432 shares; 2025Q4: 7,376 shares 7,376 $577K 0.03% +944 Timeline FTSL 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: 15,608 shares; 2024Q3: 15,803 shares; 2024Q4: 13,783 shares; 2025Q1: 13,229 shares; 2025Q2: 13,300 shares; 2025Q3: 12,623 shares; 2025Q4: 12,378 shares 12,378 $568K 0.03% -245 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,698 shares; 2024Q3: 6,548 shares; 2024Q4: 6,523 shares; 2025Q1: 6,523 shares; 2025Q2: 6,523 shares; 2025Q3: 6,523 shares; 2025Q4: 6,523 shares 6,523 $562K 0.03% 0 Timeline IYK 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: 10,213 shares; 2024Q3: 8,117 shares; 2024Q4: 8,178 shares; 2025Q1: 8,186 shares; 2025Q2: 8,232 shares; 2025Q3: 8,284 shares; 2025Q4: 8,366 shares 8,366 $560K 0.03% +82 Timeline PSCT 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: not reported; 2024Q3: 381 shares; 2024Q4: 9,394 shares; 2025Q1: not reported; 2025Q2: 6,800 shares; 2025Q3: 5,675 shares; 2025Q4: 9,871 shares 9,871 $559K 0.03% +4,196 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: 1,025 shares; 2024Q3: 1,296 shares; 2024Q4: 1,298 shares; 2025Q1: 1,581 shares; 2025Q2: 1,501 shares; 2025Q3: 1,505 shares; 2025Q4: 1,508 shares 1,508 $558K 0.03% +3 Timeline FJUN 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: not reported; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,864 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $548K 0.03% 0 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: 2,593 shares; 2024Q3: 2,578 shares; 2024Q4: 2,937 shares; 2025Q1: 3,580 shares; 2025Q2: 3,228 shares; 2025Q3: 2,788 shares; 2025Q4: 1,976 shares 1,976 $539K 0.03% -812 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,452 shares; 2024Q3: 20,497 shares; 2024Q4: 19,528 shares; 2025Q1: 18,250 shares; 2025Q2: 16,835 shares; 2025Q3: 16,280 shares; 2025Q4: 14,007 shares 14,007 $539K 0.03% -2,273 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,959 shares; 2024Q3: 4,990 shares; 2024Q4: 5,021 shares; 2025Q1: 4,897 shares; 2025Q2: 5,108 shares; 2025Q3: 5,164 shares; 2025Q4: 5,232 shares 5,232 $536K 0.03% +68 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: not reported; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: 19,558 shares; 2025Q2: 18,864 shares; 2025Q3: 16,700 shares; 2025Q4: 16,148 shares 16,148 $527K 0.03% -552 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,122 shares; 2024Q4: 1,695 shares; 2025Q1: 2,107 shares; 2025Q2: 2,501 shares; 2025Q3: 2,669 shares; 2025Q4: 2,622 shares 2,622 $521K 0.03% -47 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: 16,153 shares; 2024Q3: 15,811 shares; 2024Q4: 14,327 shares; 2025Q1: 13,920 shares; 2025Q2: 13,920 shares; 2025Q3: 14,827 shares; 2025Q4: 15,121 shares 15,121 $518K 0.03% +294 Timeline DJD 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: 8,358 shares; 2024Q3: 8,832 shares; 2024Q4: 9,410 shares; 2025Q1: 9,172 shares; 2025Q2: 9,602 shares; 2025Q3: 9,641 shares; 2025Q4: 9,057 shares 9,057 $518K 0.03% -584 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: 892 shares; 2024Q3: 892 shares; 2024Q4: 907 shares; 2025Q1: 913 shares; 2025Q2: 887 shares; 2025Q3: 882 shares; 2025Q4: 884 shares 884 $512K 0.03% +2 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,329 shares; 2024Q3: 17,221 shares; 2024Q4: 15,992 shares; 2025Q1: 15,553 shares; 2025Q2: 15,549 shares; 2025Q3: 15,549 shares; 2025Q4: 14,711 shares 14,711 $507K 0.03% -838 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: 3,091 shares; 2024Q3: 22,192 shares; 2024Q4: 6,220 shares; 2025Q1: 6,350 shares; 2025Q2: 6,304 shares; 2025Q3: 6,358 shares; 2025Q4: 6,431 shares 6,431 $501K 0.03% +73 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 33,956 shares; 2024Q4: 37,009 shares; 2025Q1: 27,541 shares; 2025Q2: 28,176 shares; 2025Q3: not reported; 2025Q4: 18,147 shares 18,147 $499K 0.03% new Timeline URTH 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: 2,681 shares; 2024Q3: 2,681 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,625 shares; 2025Q3: 2,626 shares; 2025Q4: 2,647 shares 2,647 $492K 0.03% +21 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: 13,997 shares; 2024Q3: 9,817 shares; 2024Q4: 6,035 shares; 2025Q1: 5,639 shares; 2025Q2: 5,517 shares; 2025Q3: 4,281 shares; 2025Q4: 5,998 shares 5,998 $487K 0.03% +1,717 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,580 shares; 2025Q3: 1,566 shares; 2025Q4: 1,580 shares 1,580 $484K 0.03% +14 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,603 shares; 2025Q3: 16,702 shares; 2025Q4: 16,670 shares 16,670 $483K 0.03% -32 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,446 shares; 2024Q4: 1,521 shares; 2025Q1: 3,821 shares; 2025Q2: 3,565 shares; 2025Q3: 3,739 shares; 2025Q4: 2,751 shares 2,751 $478K 0.03% -988 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,756 shares; 2024Q3: 3,756 shares; 2024Q4: 3,896 shares; 2025Q1: 4,871 shares; 2025Q2: 4,868 shares; 2025Q3: 4,507 shares; 2025Q4: 4,555 shares 4,555 $472K 0.03% +48 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: not reported; 2024Q3: 6,445 shares; 2024Q4: 6,086 shares; 2025Q1: 6,309 shares; 2025Q2: 6,364 shares; 2025Q3: 6,845 shares; 2025Q4: 8,229 shares 8,229 $467K 0.03% +1,384 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: 22,530 shares; 2024Q3: 23,048 shares; 2024Q4: 20,801 shares; 2025Q1: 35,100 shares; 2025Q2: 38,504 shares; 2025Q3: 37,478 shares; 2025Q4: 27,980 shares 27,980 $461K 0.03% -9,498 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,932 shares; 2024Q4: not reported; 2025Q1: 5,506 shares; 2025Q2: 5,460 shares; 2025Q3: 5,599 shares; 2025Q4: 5,736 shares 5,736 $459K 0.03% +137 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: not reported; 2024Q3: 1,219 shares; 2024Q4: not reported; 2025Q1: 3,640 shares; 2025Q2: 3,979 shares; 2025Q3: 4,000 shares; 2025Q4: 4,005 shares 4,005 $456K 0.03% +5 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,845 shares; 2024Q3: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,845 shares; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares 2,845 $455K 0.03% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,200 shares; 2024Q4: not reported; 2025Q1: 13,604 shares; 2025Q2: not reported; 2025Q3: 16,793 shares; 2025Q4: 23,633 shares 23,633 $452K 0.03% +6,840 Timeline SAGP ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,261 shares; 2024Q3: 16,775 shares; 2024Q4: 15,017 shares; 2025Q1: 13,429 shares; 2025Q2: 11,583 shares; 2025Q3: 12,915 shares; 2025Q4: 13,328 shares 13,328 $452K 0.03% +413 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: 3,854 shares; 2024Q3: 5,432 shares; 2024Q4: 4,299 shares; 2025Q1: 4,502 shares; 2025Q2: 4,515 shares; 2025Q3: 6,655 shares; 2025Q4: 4,681 shares 4,681 $450K 0.03% -1,974 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 20,882 shares; 2024Q4: 19,882 shares; 2025Q1: 19,614 shares; 2025Q2: 19,614 shares; 2025Q3: 19,614 shares; 2025Q4: 18,353 shares 18,353 $447K 0.03% -1,261 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: 6,825 shares; 2024Q3: 6,845 shares; 2024Q4: 6,798 shares; 2025Q1: 6,796 shares; 2025Q2: 6,818 shares; 2025Q3: 7,039 shares; 2025Q4: 8,138 shares 8,138 $446K 0.03% +1,099 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: 584 shares; 2024Q3: 581 shares; 2024Q4: 824 shares; 2025Q1: 639 shares; 2025Q2: 694 shares; 2025Q3: 792 shares; 2025Q4: 590 shares 590 $445K 0.03% -202 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: not reported; 2024Q3: 569 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 662 shares; 2025Q4: 869 shares 869 $444K 0.03% +207 Timeline JPLD 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,526 shares; 2025Q3: 10,074 shares; 2025Q4: 8,394 shares 8,394 $439K 0.03% -1,680 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,380 shares; 2024Q3: 3,395 shares; 2024Q4: 3,395 shares; 2025Q1: 3,395 shares; 2025Q2: 3,395 shares; 2025Q3: 3,395 shares; 2025Q4: 3,395 shares 3,395 $431K 0.03% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,721 shares; 2024Q3: 1,829 shares; 2024Q4: 1,831 shares; 2025Q1: 2,261 shares; 2025Q2: 1,741 shares; 2025Q3: 1,771 shares; 2025Q4: 1,512 shares 1,512 $419K 0.02% -259 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: 3,949 shares; 2024Q3: 3,874 shares; 2024Q4: 3,783 shares; 2025Q1: 3,726 shares; 2025Q2: 3,692 shares; 2025Q3: 3,933 shares; 2025Q4: 3,326 shares 3,326 $419K 0.02% -607 Timeline BUFT 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: 16,548 shares; 2024Q3: 16,548 shares; 2024Q4: 16,548 shares; 2025Q1: 16,991 shares; 2025Q2: 16,991 shares; 2025Q3: 16,991 shares; 2025Q4: 16,991 shares 16,991 $418K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,174 shares; 2024Q4: 15,309 shares; 2025Q1: 15,312 shares; 2025Q2: 15,318 shares; 2025Q3: 30,569 shares; 2025Q4: 15,319 shares 15,319 $415K 0.02% -15,250 Timeline FRI 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: 17,304 shares; 2024Q3: 17,619 shares; 2024Q4: 18,038 shares; 2025Q1: 17,203 shares; 2025Q2: 17,109 shares; 2025Q3: 15,939 shares; 2025Q4: 15,180 shares 15,180 $415K 0.02% -759 Timeline KBWB 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: not reported; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,851 shares 4,851 $409K 0.02% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 298 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,632 shares; 2025Q3: 3,106 shares; 2025Q4: 4,064 shares 4,064 $408K 0.02% +958 Timeline IYF 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: 3,118 shares; 2024Q3: 3,118 shares; 2024Q4: 3,118 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares 3,118 $402K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,150 shares; 2024Q4: not reported; 2025Q1: 4,405 shares; 2025Q2: 4,555 shares; 2025Q3: 4,615 shares; 2025Q4: 4,668 shares 4,668 $400K 0.02% +53 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 544,634 shares; 2024Q3: 580,706 shares; 2024Q4: 566,388 shares; 2025Q1: 23,741 shares; 2025Q2: 23,153 shares; 2025Q3: 23,245 shares; 2025Q4: 22,706 shares 22,706 $399K 0.02% -539 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,868 shares; 2024Q3: 913 shares; 2024Q4: not reported; 2025Q1: 24,683 shares; 2025Q2: 11,868 shares; 2025Q3: not reported; 2025Q4: 17,119 shares 17,119 $398K 0.02% new Timeline MARM 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: 15,215 shares; 2024Q3: 15,215 shares; 2024Q4: 15,215 shares; 2025Q1: 15,215 shares; 2025Q2: 11,994 shares; 2025Q3: 11,994 shares; 2025Q4: 11,994 shares 11,994 $396K 0.02% 0 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 5,492 shares 5,492 $393K 0.02% +1,305 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,893 shares; 2024Q3: 2,911 shares; 2024Q4: 2,954 shares; 2025Q1: 2,971 shares; 2025Q2: 2,979 shares; 2025Q3: 2,996 shares; 2025Q4: 2,990 shares 2,990 $392K 0.02% -6 Timeline EWC 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,244 shares 7,244 $391K 0.02% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,034 shares; 2025Q3: 2,960 shares; 2025Q4: 2,974 shares 2,974 $390K 0.02% +14 Timeline AOR 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: not reported; 2024Q3: 1,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,991 shares 5,991 $389K 0.02% new 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: 4,449 shares; 2024Q3: 4,586 shares; 2024Q4: 6,039 shares; 2025Q1: 8,240 shares; 2025Q2: 7,582 shares; 2025Q3: 7,585 shares; 2025Q4: 6,641 shares 6,641 $389K 0.02% -944 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,529 shares; 2024Q3: 1,526 shares; 2024Q4: not reported; 2025Q1: 1,792 shares; 2025Q2: 1,800 shares; 2025Q3: 1,805 shares; 2025Q4: 2,376 shares 2,376 $388K 0.02% +571 Timeline ARKG 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: not reported; 2024Q3: 1,427 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,822 shares; 2025Q3: 42,265 shares; 2025Q4: 13,354 shares 13,354 $387K 0.02% -28,911 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: not reported; 2024Q3: 213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,732 shares; 2025Q3: 2,419 shares; 2025Q4: 2,246 shares 2,246 $385K 0.02% -173 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,284 shares; 2024Q3: 4,450 shares; 2024Q4: 4,070 shares; 2025Q1: 4,071 shares; 2025Q2: 2,705 shares; 2025Q3: 2,670 shares; 2025Q4: 3,117 shares 3,117 $380K 0.02% +447 Timeline SCHY 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: not reported; 2024Q3: 3,795 shares; 2024Q4: not reported; 2025Q1: 8,126 shares; 2025Q2: 12,350 shares; 2025Q3: 12,461 shares; 2025Q4: 12,595 shares 12,595 $376K 0.02% +134 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,626 shares; 2024Q4: 5,239 shares; 2025Q1: 5,365 shares; 2025Q2: 4,754 shares; 2025Q3: 7,346 shares; 2025Q4: 9,176 shares 9,176 $375K 0.02% +1,830 Timeline ARKW 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: not reported; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,313 shares; 2025Q3: 9,330 shares; 2025Q4: 2,533 shares 2,533 $374K 0.02% -6,797 Timeline CLOUGH SELECT EQUITY ETF CLOUGH SELECT EQUITY ETF More: the full row for CLOUGH SELECT EQUITY ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,081 shares; 2024Q3: 19,942 shares; 2024Q4: 19,034 shares; 2025Q1: 18,665 shares; 2025Q2: 7,445 shares; 2025Q3: 8,445 shares; 2025Q4: 9,445 shares 9,445 $372K 0.02% +1,000 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: not reported; 2024Q3: 5,555 shares; 2024Q4: 5,527 shares; 2025Q1: 6,660 shares; 2025Q2: 5,950 shares; 2025Q3: 5,878 shares; 2025Q4: 5,952 shares 5,952 $372K 0.02% +74 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,847 shares; 2025Q4: 6,844 shares 6,844 $372K 0.02% -1,003 Timeline FPX 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: 4,088 shares; 2024Q3: 4,088 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,091 shares; 2025Q3: 4,096 shares; 2025Q4: 2,268 shares 2,268 $371K 0.02% -1,828 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,897 shares; 2024Q3: 2,897 shares; 2024Q4: 2,943 shares; 2025Q1: 3,175 shares; 2025Q2: 3,165 shares; 2025Q3: 3,177 shares; 2025Q4: 3,238 shares 3,238 $369K 0.02% +61 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,661 shares 24,661 $368K 0.02% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,646 shares; 2024Q4: 14,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,326 shares 22,326 $366K 0.02% new 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: not reported; 2024Q3: 889 shares; 2024Q4: 1,057 shares; 2025Q1: 1,056 shares; 2025Q2: 1,010 shares; 2025Q3: 993 shares; 2025Q4: 1,031 shares 1,031 $364K 0.02% +38 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,077 shares; 2024Q4: 3,857 shares; 2025Q1: 4,051 shares; 2025Q2: 4,381 shares; 2025Q3: 4,779 shares; 2025Q4: 4,578 shares 4,578 $361K 0.02% -201 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: 30,212 shares; 2024Q3: 764 shares; 2024Q4: 9,863 shares; 2025Q1: 9,280 shares; 2025Q2: 9,007 shares; 2025Q3: 7,354 shares; 2025Q4: 7,340 shares 7,340 $361K 0.02% -14 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: not reported; 2024Q3: 4,360 shares; 2024Q4: 4,331 shares; 2025Q1: 4,430 shares; 2025Q2: 4,429 shares; 2025Q3: 4,429 shares; 2025Q4: 4,477 shares 4,477 $360K 0.02% +48 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 41,670 shares; 2024Q3: 56,411 shares; 2024Q4: 39,281 shares; 2025Q1: 13,781 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,589 shares 13,589 $358K 0.02% 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: 6,883 shares; 2024Q3: 6,881 shares; 2024Q4: 6,991 shares; 2025Q1: 7,392 shares; 2025Q2: 7,122 shares; 2025Q3: 7,037 shares; 2025Q4: 6,579 shares 6,579 $354K 0.02% -458 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,532 shares; 2024Q3: 6,392 shares; 2024Q4: 6,340 shares; 2025Q1: 6,495 shares; 2025Q2: 8,599 shares; 2025Q3: 5,756 shares; 2025Q4: 5,781 shares 5,781 $354K 0.02% +25 Timeline MBB 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: 7,700 shares; 2024Q3: 7,787 shares; 2024Q4: 3,550 shares; 2025Q1: 3,745 shares; 2025Q2: 3,720 shares; 2025Q3: 3,672 shares; 2025Q4: 3,717 shares 3,717 $354K 0.02% +45 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,426 shares; 2024Q3: 2,436 shares; 2024Q4: 2,446 shares; 2025Q1: 2,264 shares; 2025Q2: 2,274 shares; 2025Q3: 2,283 shares; 2025Q4: 2,293 shares 2,293 $347K 0.02% +10 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: 2,334 shares; 2024Q3: 2,361 shares; 2024Q4: 2,177 shares; 2025Q1: 3,054 shares; 2025Q2: 3,000 shares; 2025Q3: 3,028 shares; 2025Q4: 3,055 shares 3,055 $345K 0.02% +27 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,826 shares; 2024Q4: not reported; 2025Q1: 3,463 shares; 2025Q2: not reported; 2025Q3: 4,454 shares; 2025Q4: 4,534 shares 4,534 $342K 0.02% +80 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: 1,486 shares; 2024Q3: 1,142 shares; 2024Q4: 970 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 943 shares 943 $340K 0.02% +271 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: not reported; 2024Q3: 284 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,196 shares 6,196 $339K 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 860 shares; 2024Q3: 889 shares; 2024Q4: 813 shares; 2025Q1: 815 shares; 2025Q2: 813 shares; 2025Q3: 825 shares; 2025Q4: 762 shares 762 $339K 0.02% -63 Timeline ACWX 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: 4,355 shares; 2024Q3: 4,355 shares; 2024Q4: 4,775 shares; 2025Q1: 4,775 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 5,041 shares 5,041 $338K 0.02% +198 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,166 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,439 shares 2,439 $338K 0.02% +395 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 1,270 shares; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,287 shares 1,287 $336K 0.02% +17 Timeline PFFD 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: 16,940 shares; 2024Q3: 17,202 shares; 2024Q4: 17,383 shares; 2025Q1: 17,554 shares; 2025Q2: 17,246 shares; 2025Q3: 17,509 shares; 2025Q4: 17,754 shares 17,754 $336K 0.02% +245 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,071 shares 18,071 $334K 0.02% new Timeline COPX 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: 5,008 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,359 shares; 2025Q4: 4,645 shares 4,645 $333K 0.02% -1,714 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,192 shares 20,192 $333K 0.02% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,516 shares; 2024Q3: 5,626 shares; 2024Q4: 5,621 shares; 2025Q1: 5,666 shares; 2025Q2: 5,631 shares; 2025Q3: 5,696 shares; 2025Q4: 5,623 shares 5,623 $332K 0.02% -73 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares 3,221 $330K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,750 shares; 2024Q3: 2,758 shares; 2024Q4: 2,764 shares; 2025Q1: 2,772 shares; 2025Q2: 2,778 shares; 2025Q3: 3,231 shares; 2025Q4: 2,796 shares 2,796 $329K 0.02% -435 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,525 shares; 2025Q4: 31,029 shares 31,029 $325K 0.02% +9,504 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,400 shares; 2024Q3: 12,559 shares; 2024Q4: 14,033 shares; 2025Q1: 9,660 shares; 2025Q2: 10,773 shares; 2025Q3: 8,039 shares; 2025Q4: 4,268 shares 4,268 $324K 0.02% -3,771 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: 37,074 shares; 2024Q3: 17,452 shares; 2024Q4: 6,179 shares; 2025Q1: 8,556 shares; 2025Q2: 7,417 shares; 2025Q3: 8,321 shares; 2025Q4: 8,840 shares 8,840 $324K 0.02% +519 Timeline NAMS NEWAMSTERDAM PHARMA COMPANY More: the full row for NEWAMSTERDAM PHARMA COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,218 shares 9,218 $323K 0.02% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 34,814 shares; 2024Q3: 43,844 shares; 2024Q4: 43,838 shares; 2025Q1: 53,829 shares; 2025Q2: 53,742 shares; 2025Q3: 53,431 shares; 2025Q4: 52,444 shares 52,444 $323K 0.02% -987 Timeline FHDG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,513 shares 9,513 $323K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,497 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,028 shares; 2025Q4: 6,889 shares 6,889 $320K 0.02% -2,139 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: 578 shares; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 580 shares; 2025Q2: 581 shares; 2025Q3: 556 shares; 2025Q4: 557 shares 557 $317K 0.02% +1 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 2,444 shares; 2025Q4: 2,311 shares 2,311 $314K 0.02% -133 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: 4,927 shares; 2024Q3: 4,995 shares; 2024Q4: 5,046 shares; 2025Q1: 5,098 shares; 2025Q2: 5,150 shares; 2025Q3: 6,209 shares; 2025Q4: 6,272 shares 6,272 $314K 0.02% +63 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 747 shares; 2024Q4: 10,220 shares; 2025Q1: 15,456 shares; 2025Q2: 15,571 shares; 2025Q3: 11,650 shares; 2025Q4: 8,029 shares 8,029 $309K 0.02% -3,621 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 537 shares; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,520 shares; 2025Q4: 1,480 shares 1,480 $308K 0.02% -40 Timeline GJAN 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: not reported; 2024Q3: 657 shares; 2024Q4: not reported; 2025Q1: 7,062 shares; 2025Q2: 7,062 shares; 2025Q3: 7,060 shares; 2025Q4: 7,060 shares 7,060 $302K 0.02% 0 Timeline MSFY KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,842 shares; 2025Q3: not reported; 2025Q4: 12,446 shares 12,446 $302K 0.02% new Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,386 shares 4,386 $301K 0.02% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 167 shares; 2024Q4: not reported; 2025Q1: 8,745 shares; 2025Q2: 8,470 shares; 2025Q3: 8,348 shares; 2025Q4: 5,286 shares 5,286 $299K 0.02% -3,062 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,652 shares; 2025Q4: 1,665 shares 1,665 $296K 0.02% +13 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,206 shares 21,206 $293K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24,309 shares; 2025Q1: 20,534 shares; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,575 shares 3,575 $293K 0.02% -74 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: not reported; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares 433 $292K 0.02% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,600 shares; 2024Q3: 10,636 shares; 2024Q4: 13,805 shares; 2025Q1: 12,933 shares; 2025Q2: 13,031 shares; 2025Q3: 10,845 shares; 2025Q4: 11,011 shares 11,011 $292K 0.02% +166 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: 1,522 shares; 2024Q3: 1,710 shares; 2024Q4: 1,824 shares; 2025Q1: 1,865 shares; 2025Q2: 941 shares; 2025Q3: 916 shares; 2025Q4: 819 shares 819 $287K 0.02% -97 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 64 shares; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 61 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 53 shares 53 $286K 0.02% +1 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: 1,993 shares; 2024Q3: 1,579 shares; 2024Q4: 1,931 shares; 2025Q1: 2,163 shares; 2025Q2: 2,189 shares; 2025Q3: 2,257 shares; 2025Q4: 2,264 shares 2,264 $284K 0.02% +7 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,275 shares; 2024Q3: 1,672 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 1,000 shares; 2025Q4: 1,171 shares 1,171 $283K 0.02% +171 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: 1,525 shares; 2024Q3: 1,526 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,529 shares; 2025Q3: 1,530 shares; 2025Q4: 1,531 shares 1,531 $283K 0.02% +1 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: not reported; 2024Q3: 2,319 shares; 2024Q4: 20,972 shares; 2025Q1: 17,843 shares; 2025Q2: 48,352 shares; 2025Q3: 10,113 shares; 2025Q4: 12,059 shares 12,059 $282K 0.02% +1,946 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,293 shares; 2025Q3: 11,293 shares; 2025Q4: 11,293 shares 11,293 $282K 0.02% 0 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: not reported; 2024Q3: 856 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,235 shares; 2025Q3: 1,059 shares; 2025Q4: 1,087 shares 1,087 $279K 0.02% +28 Timeline IBTO 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,961 shares; 2025Q2: 11,076 shares; 2025Q3: 11,190 shares; 2025Q4: 11,342 shares 11,342 $278K 0.02% +152 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 1,210 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares 1,112 $278K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 542 shares; 2024Q4: not reported; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares 1,968 $278K 0.02% 0 Timeline IBTM 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,594 shares; 2025Q2: 11,711 shares; 2025Q3: 11,829 shares; 2025Q4: 11,980 shares 11,980 $276K 0.02% +151 Timeline XGLQX CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,907 shares; 2025Q4: 36,023 shares 36,023 $276K 0.02% +7,116 Timeline IBTL 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,933 shares; 2025Q2: 13,064 shares; 2025Q3: 13,196 shares; 2025Q4: 13,368 shares 13,368 $274K 0.02% +172 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: 6,473 shares; 2024Q3: 5,409 shares; 2024Q4: 7,438 shares; 2025Q1: 6,930 shares; 2025Q2: 6,883 shares; 2025Q3: 5,762 shares; 2025Q4: 5,233 shares 5,233 $274K 0.02% -529 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: not reported; 2024Q3: 1,811 shares; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: 2,656 shares; 2025Q3: 2,659 shares; 2025Q4: 2,819 shares 2,819 $271K 0.02% +160 Timeline IBTK 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,239 shares; 2025Q2: 13,369 shares; 2025Q3: 13,499 shares; 2025Q4: 13,666 shares 13,666 $271K 0.02% +167 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: 1,167 shares; 2024Q3: 1,164 shares; 2024Q4: 1,024 shares; 2025Q1: 1,101 shares; 2025Q2: 1,103 shares; 2025Q3: 1,104 shares; 2025Q4: 2,250 shares 2,250 $269K 0.02% +1,146 Timeline IBTJ 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,829 shares; 2025Q2: 11,946 shares; 2025Q3: 12,064 shares; 2025Q4: 12,212 shares 12,212 $268K 0.02% +148 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,953 shares 2,953 $266K 0.02% new Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,521 shares; 2025Q4: 5,606 shares 5,606 $265K 0.02% +85 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,114 shares 7,114 $262K 0.02% new Timeline EFAS 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,443 shares 13,443 $261K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,409 shares; 2024Q4: not reported; 2025Q1: 2,066 shares; 2025Q2: 2,013 shares; 2025Q3: 1,845 shares; 2025Q4: 2,025 shares 2,025 $258K 0.02% +180 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 820 shares; 2024Q4: 1,288 shares; 2025Q1: 1,450 shares; 2025Q2: 1,474 shares; 2025Q3: 1,376 shares; 2025Q4: 1,328 shares 1,328 $258K 0.02% -48 Timeline OIH 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 904 shares 904 $257K 0.02% new Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,497 shares 2,497 $256K 0.01% new 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: not reported; 2024Q3: 1,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,211 shares; 2025Q4: 1,190 shares 1,190 $256K 0.01% -21 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: 955 shares; 2024Q3: 960 shares; 2024Q4: 961 shares; 2025Q1: 989 shares; 2025Q2: 945 shares; 2025Q3: 936 shares; 2025Q4: 989 shares 989 $255K 0.01% +53 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: 1,105 shares; 2024Q3: 1,109 shares; 2024Q4: 1,113 shares; 2025Q1: 1,108 shares; 2025Q2: 1,020 shares; 2025Q3: 1,029 shares; 2025Q4: 990 shares 990 $255K 0.01% -39 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 952 shares; 2025Q3: 998 shares; 2025Q4: 804 shares 804 $252K 0.01% -194 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: not reported; 2024Q3: 2,624 shares; 2024Q4: 2,795 shares; 2025Q1: 2,866 shares; 2025Q2: 2,625 shares; 2025Q3: 1,765 shares; 2025Q4: 1,713 shares 1,713 $251K 0.01% -52 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,914 shares 7,914 $250K 0.01% new 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: not reported; 2024Q3: 2,988 shares; 2024Q4: 5,078 shares; 2025Q1: 9,865 shares; 2025Q2: not reported; 2025Q3: 2,666 shares; 2025Q4: 2,128 shares 2,128 $248K 0.01% -538 Timeline SUB 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: not reported; 2024Q3: 1,133 shares; 2024Q4: not reported; 2025Q1: 2,317 shares; 2025Q2: 2,317 shares; 2025Q3: 2,317 shares; 2025Q4: 2,317 shares 2,317 $247K 0.01% 0 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: not reported; 2024Q3: 716 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 934 shares; 2025Q3: 935 shares; 2025Q4: 882 shares 882 $246K 0.01% -53 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 13,052 shares; 2024Q4: not reported; 2025Q1: 33,227 shares; 2025Q2: 43,862 shares; 2025Q3: 192,557 shares; 2025Q4: 54,342 shares 54,342 $245K 0.01% -138,215 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,419 shares; 2024Q4: 5,146 shares; 2025Q1: 2,687 shares; 2025Q2: 1,366 shares; 2025Q3: 1,298 shares; 2025Q4: 1,072 shares 1,072 $244K 0.01% -226 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,910 shares; 2024Q3: 2,883 shares; 2024Q4: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: 2,820 shares; 2025Q3: 5,042 shares; 2025Q4: 2,422 shares 2,422 $244K 0.01% -2,620 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: not reported; 2024Q3: 1,645 shares; 2024Q4: not reported; 2025Q1: 2,236 shares; 2025Q2: 2,075 shares; 2025Q3: 1,973 shares; 2025Q4: 1,975 shares 1,975 $243K 0.01% +2 Timeline FENI 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,625 shares 6,625 $242K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,793 shares; 2025Q4: 5,548 shares 5,548 $242K 0.01% -18,245 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: 5,631 shares; 2024Q3: 3,119 shares; 2024Q4: not reported; 2025Q1: 1,646 shares; 2025Q2: 1,793 shares; 2025Q3: 1,772 shares; 2025Q4: 1,864 shares 1,864 $241K 0.01% +92 Timeline FINX 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: 8,098 shares; 2024Q3: 8,116 shares; 2024Q4: 8,116 shares; 2025Q1: 8,158 shares; 2025Q2: 8,158 shares; 2025Q3: 8,159 shares; 2025Q4: 8,158 shares 8,158 $240K 0.01% -1 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,200 shares 25,200 $240K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,198 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 868 shares 868 $239K 0.01% -7 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,042 shares 10,042 $237K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 3,051 shares; 2025Q2: 3,096 shares; 2025Q3: 2,934 shares; 2025Q4: 2,975 shares 2,975 $236K 0.01% +41 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,108 shares; 2025Q4: 6,110 shares 6,110 $236K 0.01% +2 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: 712 shares; 2024Q3: 549 shares; 2024Q4: not reported; 2025Q1: 709 shares; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 878 shares 878 $236K 0.01% +35 Timeline ECOR ELECTROCORE INC More: the full row for ELECTROCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,283 shares; 2024Q3: 26,283 shares; 2024Q4: 26,283 shares; 2025Q1: 32,983 shares; 2025Q2: 41,783 shares; 2025Q3: 48,763 shares; 2025Q4: 52,363 shares 52,363 $235K 0.01% +3,600 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 778 shares; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 829 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 750 shares 750 $235K 0.01% -79 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: not reported; 2024Q3: 598 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 972 shares; 2025Q3: 969 shares; 2025Q4: 965 shares 965 $234K 0.01% -4 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,500 shares; 2025Q4: 46,550 shares 46,550 $234K 0.01% +9,050 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,311 shares; 2025Q3: 4,306 shares; 2025Q4: 6,013 shares 6,013 $233K 0.01% +1,707 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,305 shares 4,305 $232K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,463 shares; 2024Q4: not reported; 2025Q1: 6,434 shares; 2025Q2: 4,261 shares; 2025Q3: 4,312 shares; 2025Q4: 4,340 shares 4,340 $232K 0.01% +28 Timeline QJUN 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: not reported; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 14,479 shares; 2025Q4: 7,200 shares 7,200 $229K 0.01% -7,279 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,090 shares 2,090 $229K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,851 shares; 2024Q3: 6,916 shares; 2024Q4: 7,449 shares; 2025Q1: 9,379 shares; 2025Q2: 4,753 shares; 2025Q3: 4,757 shares; 2025Q4: 4,757 shares 4,757 $228K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,194 shares; 2024Q3: 1,197 shares; 2024Q4: 1,150 shares; 2025Q1: 1,155 shares; 2025Q2: not reported; 2025Q3: 1,156 shares; 2025Q4: 1,162 shares 1,162 $226K 0.01% +6 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,086 shares 4,086 $224K 0.01% new 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: not reported; 2024Q3: 201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,662 shares 3,662 $223K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653 shares; 2025Q4: 658 shares 658 $222K 0.01% +5 Timeline EDU NEW ORIENTAL ED & TECHNOLOGY More: the full row for NEW ORIENTAL ED & TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,248 shares; 2024Q3: 4,266 shares; 2024Q4: 3,847 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,989 shares 3,989 $220K 0.01% new 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: not reported; 2024Q3: 341 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,930 shares; 2025Q4: 1,939 shares 1,939 $219K 0.01% +9 Timeline XSLV 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: not reported; 2024Q3: 4,560 shares; 2024Q4: 4,613 shares; 2025Q1: 4,615 shares; 2025Q2: 4,646 shares; 2025Q3: 4,682 shares; 2025Q4: 4,712 shares 4,712 $219K 0.01% +30 Timeline MORT 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: 23,512 shares; 2024Q3: 22,582 shares; 2024Q4: 22,474 shares; 2025Q1: 21,784 shares; 2025Q2: 21,508 shares; 2025Q3: 21,237 shares; 2025Q4: 20,781 shares 20,781 $218K 0.01% -456 Timeline SQMX 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,600 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $217K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,215 shares; 2024Q3: 3,208 shares; 2024Q4: 3,271 shares; 2025Q1: 3,373 shares; 2025Q2: 3,398 shares; 2025Q3: 2,450 shares; 2025Q4: 2,485 shares 2,485 $217K 0.01% +35 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: not reported; 2024Q3: 593 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,323 shares 5,323 $216K 0.01% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,889 shares; 2025Q2: 5,201 shares; 2025Q3: 5,320 shares; 2025Q4: 5,440 shares 5,440 $215K 0.01% +120 Timeline SWAN 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: not reported; 2024Q3: 6,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,545 shares; 2025Q4: 6,589 shares 6,589 $214K 0.01% +44 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 489 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares 1,147 $213K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 421 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 925 shares 925 $209K 0.01% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,529 shares 4,529 $209K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,118 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,391 shares 2,391 $204K 0.01% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,763 shares; 2025Q3: 18,833 shares; 2025Q4: 19,323 shares 19,323 $202K 0.01% +490 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,770 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,182 shares 2,182 $201K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,834 shares 16,834 $185K 0.01% new 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: not reported; 2024Q3: 4,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,025 shares 12,025 $184K 0.01% new Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,931 shares; 2025Q3: 12,944 shares; 2025Q4: 10,825 shares 10,825 $132K 0.01% -2,119 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: 15,469 shares; 2024Q3: 15,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,090 shares; 2025Q4: 11,615 shares 11,615 $125K 0.01% -18,475 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,024 shares; 2025Q3: 12,227 shares; 2025Q4: 12,370 shares 12,370 $104K 0.01% +143 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,338 shares 24,338 $91.8K 0.01% new Timeline GNSS GENASYS INC More: the full row for GENASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,150 shares 10,150 $21.8K <0.01% new Timeline NUBURU INC NUBURU INC More: the full row for NUBURU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,500 shares 16,500 $2.63K <0.01% new