NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,125 shares; 2024Q4: 404,411 shares; 2025Q1: 374,616 shares; 2025Q2: 341,786 shares; 2025Q3: 327,576 shares; 2025Q4: 582,138 shares 582,138 $109M 5.14% +254,562 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,382 shares; 2024Q4: 197,532 shares; 2025Q1: 183,740 shares; 2025Q2: 173,259 shares; 2025Q3: 155,892 shares; 2025Q4: 283,444 shares 283,444 $77.1M 3.65% +127,552 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,191 shares; 2024Q4: 147,547 shares; 2025Q1: 133,522 shares; 2025Q2: 134,218 shares; 2025Q3: 121,159 shares; 2025Q4: 272,439 shares 272,439 $62.9M 2.98% +151,280 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,049 shares; 2024Q4: 133,186 shares; 2025Q1: 111,172 shares; 2025Q2: 66,051 shares; 2025Q3: 38,029 shares; 2025Q4: 89,095 shares 89,095 $61M 2.89% +51,066 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,559 shares; 2024Q4: 61,000 shares; 2025Q1: 58,898 shares; 2025Q2: 57,178 shares; 2025Q3: 51,584 shares; 2025Q4: 100,847 shares 100,847 $48.8M 2.31% +49,263 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,157 shares; 2024Q4: 40,227 shares; 2025Q1: 39,607 shares; 2025Q2: 42,513 shares; 2025Q3: 40,754 shares; 2025Q4: 69,372 shares 69,372 $47.3M 2.24% +28,618 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,504 shares; 2025Q3: 237,819 shares; 2025Q4: 286,374 shares 286,374 $34.2M 1.62% +48,555 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,318 shares; 2024Q4: 33,738 shares; 2025Q1: 31,665 shares; 2025Q2: 31,367 shares; 2025Q3: 50,692 shares; 2025Q4: 526,656 shares 526,656 $33.9M 1.61% +475,964 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,757 shares; 2024Q4: 41,516 shares; 2025Q1: 40,180 shares; 2025Q2: 33,096 shares; 2025Q3: 41,700 shares; 2025Q4: 54,997 shares 54,997 $33.8M 1.6% +13,297 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,521 shares; 2024Q4: 91,757 shares; 2025Q1: 90,873 shares; 2025Q2: 75,779 shares; 2025Q3: 66,521 shares; 2025Q4: 99,974 shares 99,974 $31.3M 1.48% +33,453 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,572 shares; 2024Q4: 24,930 shares; 2025Q1: 20,210 shares; 2025Q2: 24,123 shares; 2025Q3: 24,996 shares; 2025Q4: 66,566 shares 66,566 $29.9M 1.42% +41,570 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,810 shares; 2024Q4: 34,380 shares; 2025Q1: 36,160 shares; 2025Q2: 39,420 shares; 2025Q3: 39,912 shares; 2025Q4: 80,160 shares 80,160 $27.7M 1.31% +40,248 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,221 shares; 2024Q4: 26,988 shares; 2025Q1: 33,940 shares; 2025Q2: 36,135 shares; 2025Q3: 34,852 shares; 2025Q4: 43,102 shares 43,102 $27M 1.28% +8,250 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,483 shares; 2024Q4: 12,212 shares; 2025Q1: 12,209 shares; 2025Q2: 12,297 shares; 2025Q3: 11,429 shares; 2025Q4: 27,696 shares 27,696 $18.3M 0.87% +16,267 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,858 shares; 2024Q4: 49,518 shares; 2025Q1: 44,639 shares; 2025Q2: 39,222 shares; 2025Q3: 29,725 shares; 2025Q4: 57,958 shares 57,958 $18.2M 0.86% +28,233 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,458 shares; 2024Q4: 30,650 shares; 2025Q1: 34,578 shares; 2025Q2: 43,086 shares; 2025Q3: 41,507 shares; 2025Q4: 94,788 shares 94,788 $16.8M 0.8% +53,281 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,313 shares; 2024Q4: 476,646 shares; 2025Q1: 473,854 shares; 2025Q2: 448,510 shares; 2025Q3: 512,098 shares; 2025Q4: 495,974 shares 495,974 $16.2M 0.77% -16,124 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,677 shares; 2024Q4: 25,273 shares; 2025Q1: 25,018 shares; 2025Q2: 25,438 shares; 2025Q3: 23,801 shares; 2025Q4: 30,888 shares 30,888 $15.5M 0.73% +7,087 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283,589 shares; 2025Q4: 276,561 shares 276,561 $15.4M 0.73% -7,028 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,079 shares 182,079 $14.3M 0.68% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,443 shares; 2024Q4: 31,944 shares; 2025Q1: 30,504 shares; 2025Q2: 30,081 shares; 2025Q3: 27,490 shares; 2025Q4: 41,382 shares 41,382 $13.3M 0.63% +13,892 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,760 shares; 2024Q4: 98,220 shares; 2025Q1: 108,519 shares; 2025Q2: 115,946 shares; 2025Q3: 86,192 shares; 2025Q4: 385,809 shares 385,809 $13.2M 0.63% +299,617 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,456 shares; 2024Q4: 31,437 shares; 2025Q1: 26,603 shares; 2025Q2: 28,156 shares; 2025Q3: 24,723 shares; 2025Q4: 36,600 shares 36,600 $12.3M 0.58% +11,877 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,851 shares; 2024Q4: 11,041 shares; 2025Q1: 10,361 shares; 2025Q2: 7,327 shares; 2025Q3: 7,333 shares; 2025Q4: 78,429 shares 78,429 $11.7M 0.55% +71,096 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,795 shares; 2024Q4: 39,042 shares; 2025Q1: 38,723 shares; 2025Q2: 39,615 shares; 2025Q3: 39,136 shares; 2025Q4: 60,969 shares 60,969 $11.6M 0.55% +21,833 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,145 shares; 2024Q4: 26,694 shares; 2025Q1: 25,753 shares; 2025Q2: 25,846 shares; 2025Q3: 24,258 shares; 2025Q4: 79,836 shares 79,836 $11.5M 0.54% +55,578 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,298 shares; 2024Q4: 19,417 shares; 2025Q1: 20,049 shares; 2025Q2: 20,763 shares; 2025Q3: 21,152 shares; 2025Q4: 50,912 shares 50,912 $11.2M 0.53% +29,760 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,609 shares; 2024Q4: 9,989 shares; 2025Q1: 10,193 shares; 2025Q2: 10,815 shares; 2025Q3: 11,662 shares; 2025Q4: 28,071 shares 28,071 $11.1M 0.53% +16,409 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,272 shares; 2024Q4: 14,424 shares; 2025Q1: 13,978 shares; 2025Q2: 13,893 shares; 2025Q3: 13,786 shares; 2025Q4: 32,221 shares 32,221 $11.1M 0.52% +18,435 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,150 shares; 2024Q4: 81,690 shares; 2025Q1: 79,785 shares; 2025Q2: 69,949 shares; 2025Q3: 64,629 shares; 2025Q4: 67,280 shares 67,280 $10.9M 0.51% +2,651 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,826 shares; 2024Q4: 51,174 shares; 2025Q1: 50,066 shares; 2025Q2: 49,979 shares; 2025Q3: 51,045 shares; 2025Q4: 58,398 shares 58,398 $10.8M 0.51% +7,353 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,919 shares; 2024Q4: 113,520 shares; 2025Q1: 118,617 shares; 2025Q2: 112,340 shares; 2025Q3: 112,999 shares; 2025Q4: 150,528 shares 150,528 $10.5M 0.49% +37,529 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,396 shares; 2024Q4: 18,199 shares; 2025Q1: 16,930 shares; 2025Q2: 15,517 shares; 2025Q3: 15,160 shares; 2025Q4: 21,184 shares 21,184 $10.3M 0.49% +6,024 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,074 shares; 2024Q4: 147,039 shares; 2025Q1: 146,189 shares; 2025Q2: 136,139 shares; 2025Q3: 136,139 shares; 2025Q4: 150,593 shares 150,593 $10M 0.47% +14,454 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,202 shares; 2024Q4: 21,535 shares; 2025Q1: 24,042 shares; 2025Q2: 28,981 shares; 2025Q3: 68,283 shares; 2025Q4: 228,176 shares 228,176 $9.96M 0.47% +159,893 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,268 shares; 2024Q4: 41,899 shares; 2025Q1: 39,022 shares; 2025Q2: 37,721 shares; 2025Q3: 35,694 shares; 2025Q4: 53,844 shares 53,844 $9.87M 0.47% +18,150 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,418 shares; 2025Q1: 2,831 shares; 2025Q2: 2,590 shares; 2025Q3: 2,477 shares; 2025Q4: 38,940 shares 38,940 $9.85M 0.47% +36,463 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405,792 shares 405,792 $9.76M 0.46% 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: restricted; 2024Q3: 5,710 shares; 2024Q4: 6,324 shares; 2025Q1: 5,701 shares; 2025Q2: 5,576 shares; 2025Q3: 5,762 shares; 2025Q4: 153,754 shares 153,754 $9.35M 0.44% +147,992 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 4,524 shares; 2025Q1: 4,719 shares; 2025Q2: 7,816 shares; 2025Q3: 7,929 shares; 2025Q4: 187,629 shares 187,629 $9.3M 0.44% +179,700 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,392 shares; 2024Q4: 60,973 shares; 2025Q1: 61,692 shares; 2025Q2: 55,142 shares; 2025Q3: 49,491 shares; 2025Q4: 56,225 shares 56,225 $9.11M 0.43% +6,734 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,672 shares; 2024Q4: 54,866 shares; 2025Q1: 54,417 shares; 2025Q2: 56,485 shares; 2025Q3: 54,233 shares; 2025Q4: 53,485 shares 53,485 $9.09M 0.43% -748 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,580 shares; 2024Q4: 62,766 shares; 2025Q1: 60,895 shares; 2025Q2: 62,894 shares; 2025Q3: 43,605 shares; 2025Q4: 58,434 shares 58,434 $8.91M 0.42% +14,829 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,361 shares; 2024Q4: 42,806 shares; 2025Q1: 42,511 shares; 2025Q2: 38,101 shares; 2025Q3: 36,344 shares; 2025Q4: 79,717 shares 79,717 $8.88M 0.42% +43,373 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 10,276 shares; 2025Q1: 10,818 shares; 2025Q2: 23,119 shares; 2025Q3: 20,632 shares; 2025Q4: 26,812 shares 26,812 $8.85M 0.42% +6,180 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,084 shares; 2025Q1: 4,358 shares; 2025Q2: 4,229 shares; 2025Q3: 4,205 shares; 2025Q4: 57,597 shares 57,597 $8.82M 0.42% +53,392 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,676 shares; 2025Q1: 5,854 shares; 2025Q2: 6,408 shares; 2025Q3: 6,416 shares; 2025Q4: 10,006 shares 10,006 $8.8M 0.42% +3,590 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,738 shares; 2024Q4: 202,256 shares; 2025Q1: 203,588 shares; 2025Q2: 73,754 shares; 2025Q3: 153,166 shares; 2025Q4: 153,422 shares 153,422 $8.7M 0.41% +256 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,333 shares; 2024Q4: 74,555 shares; 2025Q1: 41,428 shares; 2025Q2: 38,522 shares; 2025Q3: 35,023 shares; 2025Q4: 72,057 shares 72,057 $8.67M 0.41% +37,034 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,415 shares; 2024Q4: 33,418 shares; 2025Q1: 33,507 shares; 2025Q2: 29,181 shares; 2025Q3: 58,456 shares; 2025Q4: 62,045 shares 62,045 $8.59M 0.41% +3,589 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,222 shares; 2024Q4: 10,553 shares; 2025Q1: 5,263 shares; 2025Q2: 9,550 shares; 2025Q3: 12,801 shares; 2025Q4: 52,668 shares 52,668 $8.48M 0.4% +39,867 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302,419 shares 302,419 $8.37M 0.4% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,338 shares; 2024Q4: 262,938 shares; 2025Q1: 298,040 shares; 2025Q2: 301,376 shares; 2025Q3: 342,525 shares; 2025Q4: 346,609 shares 346,609 $8.2M 0.39% +4,084 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,674 shares; 2024Q4: 76,185 shares; 2025Q1: 70,899 shares; 2025Q2: 83,538 shares; 2025Q3: 64,300 shares; 2025Q4: 217,676 shares 217,676 $8.03M 0.38% +153,376 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 5,422 shares; 2025Q1: 4,585 shares; 2025Q2: 3,959 shares; 2025Q3: 3,883 shares; 2025Q4: 7,389 shares 7,389 $7.94M 0.38% +3,506 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,751 shares; 2024Q4: 9,629 shares; 2025Q1: 9,823 shares; 2025Q2: 9,639 shares; 2025Q3: 8,552 shares; 2025Q4: 9,763 shares 9,763 $7.9M 0.37% +1,211 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,282 shares; 2024Q4: 31,968 shares; 2025Q1: 46,375 shares; 2025Q2: 57,741 shares; 2025Q3: 61,456 shares; 2025Q4: 76,515 shares 76,515 $7.64M 0.36% +15,059 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,688 shares; 2025Q1: 4,063 shares; 2025Q2: 6,288 shares; 2025Q3: 5,807 shares; 2025Q4: 16,002 shares 16,002 $7.5M 0.35% +10,195 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,673 shares; 2024Q4: 30,761 shares; 2025Q1: 30,244 shares; 2025Q2: 30,722 shares; 2025Q3: 25,667 shares; 2025Q4: 36,126 shares 36,126 $7.48M 0.35% +10,459 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215,312 shares 215,312 $7.38M 0.35% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 10,091 shares; 2025Q1: 9,883 shares; 2025Q2: 11,515 shares; 2025Q3: 10,724 shares; 2025Q4: 15,271 shares 15,271 $7.34M 0.35% +4,547 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,435 shares; 2024Q4: 73,839 shares; 2025Q1: 72,558 shares; 2025Q2: 65,169 shares; 2025Q3: 67,378 shares; 2025Q4: 130,739 shares 130,739 $7.16M 0.34% +63,361 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,569 shares; 2024Q4: 16,948 shares; 2025Q1: 16,286 shares; 2025Q2: 15,210 shares; 2025Q3: 11,981 shares; 2025Q4: 30,879 shares 30,879 $7.06M 0.33% +18,898 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,245 shares; 2025Q1: 9,929 shares; 2025Q2: 4,211 shares; 2025Q3: 3,764 shares; 2025Q4: 114,865 shares 114,865 $6.91M 0.33% +111,101 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,749 shares; 2025Q1: 2,906 shares; 2025Q2: 2,913 shares; 2025Q3: 2,777 shares; 2025Q4: 7,884 shares 7,884 $6.8M 0.32% +5,107 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,859 shares; 2025Q1: 3,108 shares; 2025Q2: 3,244 shares; 2025Q3: 4,046 shares; 2025Q4: 43,083 shares 43,083 $6.75M 0.32% +39,037 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,638 shares; 2024Q4: 7,456 shares; 2025Q1: 7,009 shares; 2025Q2: 7,459 shares; 2025Q3: 7,350 shares; 2025Q4: 82,620 shares 82,620 $6.71M 0.32% +75,270 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,850 shares; 2024Q4: 799,950 shares; 2025Q1: 691,250 shares; 2025Q2: 714,200 shares; 2025Q3: 707,900 shares; 2025Q4: 753,550 shares 753,550 $6.55M 0.31% +45,650 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,384 shares; 2024Q4: 21,443 shares; 2025Q1: 25,829 shares; 2025Q2: 24,571 shares; 2025Q3: 21,987 shares; 2025Q4: 30,168 shares 30,168 $6.46M 0.31% +8,181 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,610 shares; 2024Q4: 49,392 shares; 2025Q1: 48,896 shares; 2025Q2: 50,281 shares; 2025Q3: 52,485 shares; 2025Q4: 102,463 shares 102,463 $6.4M 0.3% +49,978 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,957 shares; 2025Q3: 32,623 shares; 2025Q4: 32,669 shares 32,669 $6.32M 0.3% +46 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,507 shares 196,507 $6.3M 0.3% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,378 shares; 2024Q4: 102,342 shares; 2025Q1: 100,898 shares; 2025Q2: 99,782 shares; 2025Q3: 109,796 shares; 2025Q4: 136,387 shares 136,387 $6.28M 0.3% +26,591 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 6,439 shares; 2025Q1: 6,176 shares; 2025Q2: 6,132 shares; 2025Q3: 5,798 shares; 2025Q4: 31,630 shares 31,630 $6.28M 0.3% +25,832 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 7,663 shares; 2025Q1: 8,903 shares; 2025Q2: 12,259 shares; 2025Q3: 11,486 shares; 2025Q4: 19,709 shares 19,709 $5.99M 0.28% +8,223 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,940 shares; 2024Q4: 13,063 shares; 2025Q1: 12,021 shares; 2025Q2: 11,372 shares; 2025Q3: 11,726 shares; 2025Q4: 30,052 shares 30,052 $5.86M 0.28% +18,326 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,439 shares; 2024Q4: 50,935 shares; 2025Q1: 51,027 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,180 shares 19,180 $5.31M 0.25% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,420 shares; 2025Q1: 6,764 shares; 2025Q2: 7,119 shares; 2025Q3: 6,854 shares; 2025Q4: 31,022 shares 31,022 $5.31M 0.25% +24,168 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,172 shares 73,172 $5.19M 0.25% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,224 shares; 2025Q1: 2,168 shares; 2025Q2: 2,843 shares; 2025Q3: 2,629 shares; 2025Q4: 53,482 shares 53,482 $5.01M 0.24% +50,853 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 742 shares; 2025Q3: 674 shares; 2025Q4: 32,890 shares 32,890 $5M 0.24% +32,216 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,471 shares; 2025Q1: 2,679 shares; 2025Q2: 2,935 shares; 2025Q3: 2,877 shares; 2025Q4: 19,745 shares 19,745 $4.86M 0.23% +16,868 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,678 shares; 2024Q4: 9,576 shares; 2025Q1: 10,550 shares; 2025Q2: 10,658 shares; 2025Q3: 10,997 shares; 2025Q4: 11,392 shares 11,392 $4.81M 0.23% +395 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,913 shares; 2024Q4: 46,677 shares; 2025Q1: 45,800 shares; 2025Q2: 45,700 shares; 2025Q3: 45,710 shares; 2025Q4: 46,046 shares 46,046 $4.79M 0.23% +336 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,055 shares; 2024Q4: 11,177 shares; 2025Q1: 10,775 shares; 2025Q2: 26,145 shares; 2025Q3: 27,905 shares; 2025Q4: 55,750 shares 55,750 $4.78M 0.23% +27,845 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,057 shares 68,057 $4.75M 0.22% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 10,073 shares; 2025Q1: 11,054 shares; 2025Q2: 12,159 shares; 2025Q3: 12,364 shares; 2025Q4: 17,420 shares 17,420 $4.61M 0.22% +5,056 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 22,061 shares; 2025Q1: 21,435 shares; 2025Q2: 18,853 shares; 2025Q3: 17,787 shares; 2025Q4: 29,711 shares 29,711 $4.6M 0.22% +11,924 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: restricted; 2024Q3: 62,650 shares; 2024Q4: 86,508 shares; 2025Q1: 91,241 shares; 2025Q2: 91,893 shares; 2025Q3: 89,368 shares; 2025Q4: 96,182 shares 96,182 $4.41M 0.21% +6,814 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,296 shares; 2024Q4: 129,145 shares; 2025Q1: 109,212 shares; 2025Q2: 110,195 shares; 2025Q3: 206,804 shares; 2025Q4: 294,468 shares 294,468 $4.36M 0.21% +87,664 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,946 shares; 2024Q4: 4,652 shares; 2025Q1: 3,497 shares; 2025Q2: 3,814 shares; 2025Q3: 4,175 shares; 2025Q4: 47,080 shares 47,080 $4.3M 0.2% +42,905 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,755 shares; 2025Q2: 1,632 shares; 2025Q3: 1,857 shares; 2025Q4: 14,291 shares 14,291 $4.15M 0.2% +12,434 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,304 shares; 2024Q4: 40,422 shares; 2025Q1: 39,347 shares; 2025Q2: 37,113 shares; 2025Q3: 30,999 shares; 2025Q4: 92,136 shares 92,136 $4.12M 0.19% +61,137 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,351 shares; 2024Q4: 9,050 shares; 2025Q1: 9,246 shares; 2025Q2: 9,087 shares; 2025Q3: 8,882 shares; 2025Q4: 13,322 shares 13,322 $4.1M 0.19% +4,440 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,259 shares; 2024Q4: 20,956 shares; 2025Q1: 19,427 shares; 2025Q2: 18,945 shares; 2025Q3: 18,663 shares; 2025Q4: 68,205 shares 68,205 $4.09M 0.19% +49,542 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,635 shares; 2024Q4: 147,414 shares; 2025Q1: 136,050 shares; 2025Q2: 121,470 shares; 2025Q3: 98,555 shares; 2025Q4: 163,711 shares 163,711 $4.07M 0.19% +65,156 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 8,157 shares; 2025Q1: 8,167 shares; 2025Q2: 6,701 shares; 2025Q3: 6,297 shares; 2025Q4: 69,118 shares 69,118 $4.04M 0.19% +62,821 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,965 shares; 2024Q4: 59,244 shares; 2025Q1: 62,040 shares; 2025Q2: 69,614 shares; 2025Q3: 66,695 shares; 2025Q4: 146,092 shares 146,092 $4.01M 0.19% +79,397 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 5,294 shares; 2025Q1: 4,515 shares; 2025Q2: 4,559 shares; 2025Q3: 4,212 shares; 2025Q4: 6,988 shares 6,988 $4M 0.19% +2,776 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 9,324 shares; 2025Q1: 8,166 shares; 2025Q2: 4,956 shares; 2025Q3: 5,915 shares; 2025Q4: 13,763 shares 13,763 $3.93M 0.19% +7,848 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,284 shares; 2025Q1: 125,979 shares; 2025Q2: 86,818 shares; 2025Q3: 92,924 shares; 2025Q4: 45,164 shares 45,164 $3.89M 0.18% -47,760 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,686 shares; 2025Q1: 1,075 shares; 2025Q2: 1,081 shares; 2025Q3: 5,211 shares; 2025Q4: 6,754 shares 6,754 $3.83M 0.18% +1,543 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,187 shares; 2024Q4: 15,106 shares; 2025Q1: 11,157 shares; 2025Q2: 9,512 shares; 2025Q3: 10,614 shares; 2025Q4: 12,866 shares 12,866 $3.81M 0.18% +2,252 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,960 shares; 2024Q4: 153,862 shares; 2025Q1: 153,828 shares; 2025Q2: 153,428 shares; 2025Q3: 148,749 shares; 2025Q4: 151,136 shares 151,136 $3.79M 0.18% +2,387 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,446 shares; 2024Q4: 47,190 shares; 2025Q1: 42,833 shares; 2025Q2: 47,770 shares; 2025Q3: 44,038 shares; 2025Q4: 65,196 shares 65,196 $3.73M 0.18% +21,158 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 2,521 shares; 2025Q1: 2,422 shares; 2025Q2: 4,593 shares; 2025Q3: 2,026 shares; 2025Q4: 10,316 shares 10,316 $3.72M 0.18% +8,290 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: 11,970 shares; 2025Q1: 12,301 shares; 2025Q2: 12,095 shares; 2025Q3: 12,705 shares; 2025Q4: 29,722 shares 29,722 $3.66M 0.17% +17,017 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,285 shares; 2025Q1: 3,358 shares; 2025Q2: 3,386 shares; 2025Q3: 3,293 shares; 2025Q4: 4,818 shares 4,818 $3.63M 0.17% +1,525 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,348 shares; 2024Q4: 17,529 shares; 2025Q1: 14,017 shares; 2025Q2: 15,798 shares; 2025Q3: 11,490 shares; 2025Q4: 25,215 shares 25,215 $3.61M 0.17% +13,725 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,110 shares; 2024Q4: 106,923 shares; 2025Q1: 85,961 shares; 2025Q2: 83,708 shares; 2025Q3: 79,907 shares; 2025Q4: 143,951 shares 143,951 $3.58M 0.17% +64,044 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,737 shares; 2024Q4: 132,517 shares; 2025Q1: 142,186 shares; 2025Q2: 142,186 shares; 2025Q3: 138,092 shares; 2025Q4: 140,077 shares 140,077 $3.57M 0.17% +1,985 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 5,496 shares; 2025Q1: 5,182 shares; 2025Q2: 4,696 shares; 2025Q3: 4,163 shares; 2025Q4: 10,042 shares 10,042 $3.52M 0.17% +5,879 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,572 shares 38,572 $3.43M 0.16% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,167 shares; 2025Q1: 3,287 shares; 2025Q2: 3,436 shares; 2025Q3: 3,748 shares; 2025Q4: 5,236 shares 5,236 $3.42M 0.16% +1,488 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,125 shares; 2024Q4: 13,368 shares; 2025Q1: 6,344 shares; 2025Q2: 5,521 shares; 2025Q3: 5,510 shares; 2025Q4: 65,985 shares 65,985 $3.37M 0.16% +60,475 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,196 shares 29,196 $3.32M 0.16% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,959 shares; 2024Q4: 9,209 shares; 2025Q1: 9,010 shares; 2025Q2: 5,590 shares; 2025Q3: 5,617 shares; 2025Q4: 8,034 shares 8,034 $3.32M 0.16% +2,417 Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770,900 shares; 2024Q4: 772,800 shares; 2025Q1: 797,400 shares; 2025Q2: 819,075 shares; 2025Q3: 919,375 shares; 2025Q4: 1,199,250 shares 1,199,250 $3.31M 0.16% +279,875 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,980 shares; 2024Q4: 22,475 shares; 2025Q1: 16,473 shares; 2025Q2: 26,556 shares; 2025Q3: 27,796 shares; 2025Q4: 54,612 shares 54,612 $3.17M 0.15% +26,816 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 879 shares; 2025Q4: 8,895 shares 8,895 $3.14M 0.15% +8,016 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,340 shares; 2025Q1: 8,101 shares; 2025Q2: 14,786 shares; 2025Q3: 13,871 shares; 2025Q4: 13,861 shares 13,861 $3.12M 0.15% -10 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,113 shares; 2024Q4: 7,795 shares; 2025Q1: 4,115 shares; 2025Q2: 3,786 shares; 2025Q3: 3,778 shares; 2025Q4: 25,421 shares 25,421 $3.12M 0.15% +21,643 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,218 shares 70,218 $3.11M 0.15% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,096 shares; 2025Q1: 40,528 shares; 2025Q2: 46,513 shares; 2025Q3: 42,224 shares; 2025Q4: 47,434 shares 47,434 $3.09M 0.15% +5,210 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 9,608 shares; 2025Q1: 8,924 shares; 2025Q2: 7,994 shares; 2025Q3: 6,149 shares; 2025Q4: 9,965 shares 9,965 $3.05M 0.14% +3,816 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,378 shares; 2025Q1: 3,494 shares; 2025Q2: 12,546 shares; 2025Q3: 18,666 shares; 2025Q4: 23,068 shares 23,068 $3.02M 0.14% +4,402 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 3,062 shares; 2025Q1: 3,109 shares; 2025Q2: 3,435 shares; 2025Q3: 3,142 shares; 2025Q4: 11,527 shares 11,527 $2.96M 0.14% +8,385 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,854 shares; 2024Q4: 19,057 shares; 2025Q1: 18,640 shares; 2025Q2: 18,109 shares; 2025Q3: 17,742 shares; 2025Q4: 20,632 shares 20,632 $2.96M 0.14% +2,890 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,021 shares; 2025Q3: 4,121 shares; 2025Q4: 25,870 shares 25,870 $2.93M 0.14% +21,749 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: restricted; 2024Q3: 18,931 shares; 2024Q4: 19,828 shares; 2025Q1: 19,682 shares; 2025Q2: 19,722 shares; 2025Q3: 19,354 shares; 2025Q4: 22,658 shares 22,658 $2.92M 0.14% +3,304 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,848 shares; 2024Q4: 18,571 shares; 2025Q1: 17,803 shares; 2025Q2: 21,977 shares; 2025Q3: 18,600 shares; 2025Q4: 25,436 shares 25,436 $2.89M 0.14% +6,836 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,457 shares; 2024Q4: 10,959 shares; 2025Q1: 10,904 shares; 2025Q2: 11,600 shares; 2025Q3: 18,449 shares; 2025Q4: 18,785 shares 18,785 $2.82M 0.13% +336 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,237 shares; 2025Q1: 1,256 shares; 2025Q2: 1,280 shares; 2025Q3: 1,147 shares; 2025Q4: 6,191 shares 6,191 $2.81M 0.13% +5,044 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,136 shares; 2025Q1: 5,135 shares; 2025Q2: 5,621 shares; 2025Q3: 6,150 shares; 2025Q4: 9,184 shares 9,184 $2.77M 0.13% +3,034 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,378 shares; 2024Q4: 50,323 shares; 2025Q1: 56,983 shares; 2025Q2: 48,469 shares; 2025Q3: 45,166 shares; 2025Q4: 67,513 shares 67,513 $2.75M 0.13% +22,347 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,569 shares; 2024Q4: 47,996 shares; 2025Q1: 48,996 shares; 2025Q2: 47,608 shares; 2025Q3: 44,053 shares; 2025Q4: 46,247 shares 46,247 $2.72M 0.13% +2,194 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,950 shares 116,950 $2.71M 0.13% new 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: restricted; 2024Q3: 7,882 shares; 2024Q4: 7,942 shares; 2025Q1: 7,854 shares; 2025Q2: 7,838 shares; 2025Q3: 7,487 shares; 2025Q4: 7,258 shares 7,258 $2.71M 0.13% -229 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,307 shares; 2024Q4: 37,308 shares; 2025Q1: 52,309 shares; 2025Q2: 52,609 shares; 2025Q3: 64,810 shares; 2025Q4: 65,109 shares 65,109 $2.69M 0.13% +299 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,915 shares 18,915 $2.68M 0.13% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 2,594 shares; 2025Q1: 2,468 shares; 2025Q2: 1,963 shares; 2025Q3: 896 shares; 2025Q4: 12,019 shares 12,019 $2.64M 0.12% +11,123 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,748 shares; 2024Q4: 46,687 shares; 2025Q1: 71,871 shares; 2025Q2: 71,685 shares; 2025Q3: 43,272 shares; 2025Q4: 72,949 shares 72,949 $2.61M 0.12% +29,677 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,033 shares 35,033 $2.6M 0.12% new Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166,060 shares 166,060 $2.6M 0.12% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,934 shares; 2024Q4: 221,124 shares; 2025Q1: 222,310 shares; 2025Q2: 230,407 shares; 2025Q3: 226,421 shares; 2025Q4: 240,941 shares 240,941 $2.58M 0.12% +14,520 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: 1,905 shares; 2025Q2: 1,731 shares; 2025Q3: 1,677 shares; 2025Q4: 2,411 shares 2,411 $2.58M 0.12% +734 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,741 shares; 2025Q3: 21,261 shares; 2025Q4: 30,778 shares 30,778 $2.57M 0.12% +9,517 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,535 shares; 2024Q4: 10,902 shares; 2025Q1: 11,997 shares; 2025Q2: 10,379 shares; 2025Q3: 9,784 shares; 2025Q4: 13,212 shares 13,212 $2.53M 0.12% +3,428 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,203 shares 30,203 $2.53M 0.12% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 9,803 shares; 2025Q1: 10,257 shares; 2025Q2: 6,330 shares; 2025Q3: 6,322 shares; 2025Q4: 30,938 shares 30,938 $2.53M 0.12% +24,616 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 10,050 shares; 2025Q1: 8,467 shares; 2025Q2: 7,896 shares; 2025Q3: 6,241 shares; 2025Q4: 20,053 shares 20,053 $2.51M 0.12% +13,812 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,223 shares 71,223 $2.51M 0.12% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,200 shares; 2024Q4: 192,900 shares; 2025Q1: 162,100 shares; 2025Q2: 191,100 shares; 2025Q3: 185,400 shares; 2025Q4: 138,810 shares 138,810 $2.47M 0.12% -46,590 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,853 shares; 2025Q1: 2,802 shares; 2025Q2: 2,984 shares; 2025Q3: 2,459 shares; 2025Q4: 4,312 shares 4,312 $2.46M 0.12% +1,853 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,130 shares; 2025Q4: 127,276 shares 127,276 $2.46M 0.12% +117,146 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,290 shares; 2025Q1: 14,324 shares; 2025Q2: 14,750 shares; 2025Q3: 14,225 shares; 2025Q4: 18,998 shares 18,998 $2.45M 0.12% +4,773 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,215 shares 35,215 $2.44M 0.12% new Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,080 shares 62,080 $2.44M 0.12% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,747 shares; 2024Q4: 24,665 shares; 2025Q1: 23,838 shares; 2025Q2: 19,639 shares; 2025Q3: 18,420 shares; 2025Q4: 31,658 shares 31,658 $2.44M 0.12% +13,238 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,056 shares; 2025Q1: 1,211 shares; 2025Q2: 2,214 shares; 2025Q3: 1,031 shares; 2025Q4: 3,617 shares 3,617 $2.44M 0.12% +2,586 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,332 shares 24,332 $2.43M 0.12% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 12,847 shares; 2025Q1: 13,021 shares; 2025Q2: 11,463 shares; 2025Q3: 11,226 shares; 2025Q4: 14,025 shares 14,025 $2.4M 0.11% +2,799 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,080 shares; 2025Q2: 34,204 shares; 2025Q3: 43,078 shares; 2025Q4: 51,478 shares 51,478 $2.38M 0.11% +8,400 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,538 shares; 2024Q4: 62,352 shares; 2025Q1: 48,117 shares; 2025Q2: 47,027 shares; 2025Q3: 47,159 shares; 2025Q4: 143,017 shares 143,017 $2.36M 0.11% +95,858 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,449 shares; 2025Q2: 2,322 shares; 2025Q3: 14,591 shares; 2025Q4: 23,438 shares 23,438 $2.35M 0.11% +8,847 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,088 shares; 2024Q4: 6,854 shares; 2025Q1: 6,527 shares; 2025Q2: 5,404 shares; 2025Q3: 4,901 shares; 2025Q4: 19,479 shares 19,479 $2.34M 0.11% +14,578 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,171 shares; 2024Q4: 6,858 shares; 2025Q1: 5,827 shares; 2025Q2: 5,068 shares; 2025Q3: 7,475 shares; 2025Q4: 10,641 shares 10,641 $2.31M 0.11% +3,166 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,758 shares; 2024Q4: 20,701 shares; 2025Q1: 3,970 shares; 2025Q2: 5,746 shares; 2025Q3: not reported; 2025Q4: 40,901 shares 40,901 $2.31M 0.11% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: 3,021 shares; 2025Q2: 3,397 shares; 2025Q3: 3,391 shares; 2025Q4: 7,157 shares 7,157 $2.28M 0.11% +3,766 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,905 shares; 2024Q4: 15,335 shares; 2025Q1: 13,081 shares; 2025Q2: 11,673 shares; 2025Q3: 8,529 shares; 2025Q4: 21,536 shares 21,536 $2.27M 0.11% +13,007 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,117 shares; 2024Q4: 24,449 shares; 2025Q1: 25,124 shares; 2025Q2: 22,213 shares; 2025Q3: 19,276 shares; 2025Q4: 28,191 shares 28,191 $2.26M 0.11% +8,915 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,426 shares; 2024Q4: 23,224 shares; 2025Q1: 23,887 shares; 2025Q2: 25,320 shares; 2025Q3: 21,873 shares; 2025Q4: 39,228 shares 39,228 $2.26M 0.11% +17,355 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,183 shares; 2024Q4: 7,496 shares; 2025Q1: 7,032 shares; 2025Q2: 6,610 shares; 2025Q3: 6,543 shares; 2025Q4: 18,794 shares 18,794 $2.24M 0.11% +12,251 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,956 shares; 2024Q4: 6,108 shares; 2025Q1: 5,702 shares; 2025Q2: 5,443 shares; 2025Q3: 5,517 shares; 2025Q4: 8,332 shares 8,332 $2.24M 0.11% +2,815 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,889 shares; 2024Q4: 31,059 shares; 2025Q1: 32,001 shares; 2025Q2: 31,692 shares; 2025Q3: 29,752 shares; 2025Q4: 37,333 shares 37,333 $2.24M 0.11% +7,581 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 11,677 shares; 2025Q1: 11,416 shares; 2025Q2: 11,617 shares; 2025Q3: 11,330 shares; 2025Q4: 46,759 shares 46,759 $2.23M 0.11% +35,429 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 6,021 shares; 2025Q1: 6,978 shares; 2025Q2: 7,004 shares; 2025Q3: 6,823 shares; 2025Q4: 14,308 shares 14,308 $2.22M 0.11% +7,485 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,140 shares; 2024Q4: 22,176 shares; 2025Q1: 26,401 shares; 2025Q2: 30,135 shares; 2025Q3: 39,877 shares; 2025Q4: 49,869 shares 49,869 $2.22M 0.1% +9,992 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: restricted; 2024Q3: 80,540 shares; 2024Q4: 65,637 shares; 2025Q1: 77,060 shares; 2025Q2: 86,121 shares; 2025Q3: 89,677 shares; 2025Q4: 84,152 shares 84,152 $2.2M 0.1% -5,525 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,195 shares; 2025Q1: 8,840 shares; 2025Q2: 17,406 shares; 2025Q3: 19,865 shares; 2025Q4: 43,333 shares 43,333 $2.19M 0.1% +23,468 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,164 shares; 2025Q1: 666 shares; 2025Q2: 1,158 shares; 2025Q3: 694 shares; 2025Q4: 1,074 shares 1,074 $2.16M 0.1% +380 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269,987 shares 269,987 $2.16M 0.1% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,893 shares 112,893 $2.16M 0.1% new Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,550 shares; 2024Q4: 138,300 shares; 2025Q1: 114,925 shares; 2025Q2: 126,225 shares; 2025Q3: 136,825 shares; 2025Q4: 166,850 shares 166,850 $2.14M 0.1% +30,025 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,894 shares; 2024Q4: 69,744 shares; 2025Q1: 116,300 shares; 2025Q2: 146,850 shares; 2025Q3: 174,900 shares; 2025Q4: 202,700 shares 202,700 $2.14M 0.1% +27,800 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 16,559 shares; 2025Q1: 17,822 shares; 2025Q2: 13,814 shares; 2025Q3: 14,189 shares; 2025Q4: 50,021 shares 50,021 $2.14M 0.1% +35,832 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,267 shares; 2024Q4: 4,289 shares; 2025Q1: 4,393 shares; 2025Q2: 4,699 shares; 2025Q3: 4,453 shares; 2025Q4: 13,782 shares 13,782 $2.12M 0.1% +9,329 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,587 shares; 2025Q1: 1,624 shares; 2025Q2: 1,655 shares; 2025Q3: 1,568 shares; 2025Q4: 7,825 shares 7,825 $2.12M 0.1% +6,257 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,049 shares; 2025Q1: 4,466 shares; 2025Q2: 6,887 shares; 2025Q3: 5,058 shares; 2025Q4: 10,622 shares 10,622 $2.12M 0.1% +5,564 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,014 shares 5,014 $2.1M 0.1% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,103 shares; 2024Q4: 31,630 shares; 2025Q1: 27,611 shares; 2025Q2: 26,547 shares; 2025Q3: 22,133 shares; 2025Q4: 29,973 shares 29,973 $2.1M 0.1% +7,840 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: not reported; 2025Q1: 10,930 shares; 2025Q2: 10,251 shares; 2025Q3: 9,369 shares; 2025Q4: 25,054 shares 25,054 $2.09M 0.1% +15,685 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,643 shares 52,643 $2.06M 0.1% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,961 shares; 2025Q4: 37,938 shares 37,938 $2.04M 0.1% +25,977 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 16,165 shares; 2025Q1: 14,080 shares; 2025Q2: 13,965 shares; 2025Q3: 11,734 shares; 2025Q4: 23,213 shares 23,213 $2.02M 0.1% +11,479 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,675 shares; 2024Q4: 92,350 shares; 2025Q1: 105,100 shares; 2025Q2: 112,050 shares; 2025Q3: 120,750 shares; 2025Q4: 139,575 shares 139,575 $2.02M 0.1% +18,825 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,872 shares 7,872 $2.02M 0.1% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6,794 shares; 2025Q1: 8,336 shares; 2025Q2: 6,425 shares; 2025Q3: 5,546 shares; 2025Q4: 27,971 shares 27,971 $2M 0.09% +22,425 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 6,310 shares; 2025Q1: 13,903 shares; 2025Q2: 13,919 shares; 2025Q3: 13,911 shares; 2025Q4: 42,870 shares 42,870 $2M 0.09% +28,959 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 3,890 shares; 2025Q1: 3,495 shares; 2025Q2: 3,619 shares; 2025Q3: 4,338 shares; 2025Q4: 7,724 shares 7,724 $1.99M 0.09% +3,386 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,313 shares; 2025Q1: 2,777 shares; 2025Q2: 2,930 shares; 2025Q3: 3,078 shares; 2025Q4: 3,183 shares 3,183 $1.98M 0.09% +105 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 2,130 shares; 2025Q1: 1,932 shares; 2025Q2: 1,655 shares; 2025Q3: 1,646 shares; 2025Q4: 6,380 shares 6,380 $1.98M 0.09% +4,734 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: restricted; 2024Q3: 17,416 shares; 2024Q4: 17,320 shares; 2025Q1: 17,395 shares; 2025Q2: 17,427 shares; 2025Q3: 17,441 shares; 2025Q4: 18,818 shares 18,818 $1.98M 0.09% +1,377 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,838 shares; 2025Q1: 3,700 shares; 2025Q2: 3,584 shares; 2025Q3: 3,226 shares; 2025Q4: 22,556 shares 22,556 $1.97M 0.09% +19,330 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,482 shares; 2024Q4: 37,393 shares; 2025Q1: 39,320 shares; 2025Q2: 41,571 shares; 2025Q3: 42,272 shares; 2025Q4: 87,366 shares 87,366 $1.95M 0.09% +45,094 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,784 shares; 2025Q3: 2,754 shares; 2025Q4: 2,881 shares 2,881 $1.95M 0.09% +127 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,930 shares; 2024Q4: 77,300 shares; 2025Q1: 91,819 shares; 2025Q2: 97,301 shares; 2025Q3: 91,026 shares; 2025Q4: 106,895 shares 106,895 $1.95M 0.09% +15,869 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,567 shares; 2024Q4: 24,804 shares; 2025Q1: 25,229 shares; 2025Q2: 25,561 shares; 2025Q3: 24,664 shares; 2025Q4: 24,706 shares 24,706 $1.95M 0.09% +42 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,300 shares; 2025Q4: 90,950 shares 90,950 $1.93M 0.09% +71,650 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,728 shares; 2024Q4: 13,743 shares; 2025Q1: 20,271 shares; 2025Q2: 13,359 shares; 2025Q3: 10,058 shares; 2025Q4: 13,406 shares 13,406 $1.92M 0.09% +3,348 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 3,791 shares; 2025Q1: 3,780 shares; 2025Q2: 3,206 shares; 2025Q3: 3,226 shares; 2025Q4: 8,737 shares 8,737 $1.92M 0.09% +5,511 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,408 shares; 2024Q4: 22,468 shares; 2025Q1: 23,374 shares; 2025Q2: 23,445 shares; 2025Q3: 21,251 shares; 2025Q4: 24,072 shares 24,072 $1.92M 0.09% +2,821 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,026 shares; 2024Q4: 161,536 shares; 2025Q1: 197,071 shares; 2025Q2: 196,802 shares; 2025Q3: 235,036 shares; 2025Q4: 222,654 shares 222,654 $1.91M 0.09% -12,382 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,029 shares; 2024Q4: 30,755 shares; 2025Q1: 30,480 shares; 2025Q2: 26,511 shares; 2025Q3: 26,958 shares; 2025Q4: 34,754 shares 34,754 $1.91M 0.09% +7,796 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,242 shares; 2024Q4: 19,548 shares; 2025Q1: 20,063 shares; 2025Q2: 18,150 shares; 2025Q3: 17,683 shares; 2025Q4: 35,428 shares 35,428 $1.91M 0.09% +17,745 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 12,282 shares; 2025Q1: 12,820 shares; 2025Q2: 12,956 shares; 2025Q3: 13,068 shares; 2025Q4: 21,514 shares 21,514 $1.9M 0.09% +8,446 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,874 shares; 2025Q1: 12,270 shares; 2025Q2: 12,583 shares; 2025Q3: 11,857 shares; 2025Q4: 21,215 shares 21,215 $1.9M 0.09% +9,358 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,065 shares; 2024Q4: 59,764 shares; 2025Q1: 78,797 shares; 2025Q2: 75,667 shares; 2025Q3: 70,221 shares; 2025Q4: 80,113 shares 80,113 $1.88M 0.09% +9,892 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,000 shares; 2025Q1: 1,574 shares; 2025Q2: 1,644 shares; 2025Q3: 1,629 shares; 2025Q4: 8,647 shares 8,647 $1.86M 0.09% +7,018 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,745 shares; 2024Q4: 44,045 shares; 2025Q1: 98,665 shares; 2025Q2: 111,315 shares; 2025Q3: 110,115 shares; 2025Q4: 157,883 shares 157,883 $1.83M 0.09% +47,768 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,663 shares; 2024Q4: 13,515 shares; 2025Q1: 15,168 shares; 2025Q2: 15,893 shares; 2025Q3: 14,003 shares; 2025Q4: 15,434 shares 15,434 $1.82M 0.09% +1,431 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,196 shares; 2024Q4: 10,243 shares; 2025Q1: 11,212 shares; 2025Q2: 10,988 shares; 2025Q3: 9,920 shares; 2025Q4: 14,924 shares 14,924 $1.81M 0.09% +5,004 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,512 shares; 2025Q2: 6,666 shares; 2025Q3: 8,309 shares; 2025Q4: 40,217 shares 40,217 $1.81M 0.09% +31,908 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,082 shares 11,082 $1.78M 0.08% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,610 shares 29,610 $1.78M 0.08% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,461 shares; 2024Q4: 31,785 shares; 2025Q1: 32,171 shares; 2025Q2: 29,247 shares; 2025Q3: 29,549 shares; 2025Q4: 42,255 shares 42,255 $1.77M 0.08% +12,706 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,213 shares 211,213 $1.77M 0.08% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 36,000 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 36,000 shares; 2025Q4: 42,488 shares 42,488 $1.75M 0.08% +6,488 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,400 shares; 2025Q1: 2,415 shares; 2025Q2: 2,240 shares; 2025Q3: 2,205 shares; 2025Q4: 8,829 shares 8,829 $1.74M 0.08% +6,624 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,687 shares; 2024Q4: 47,316 shares; 2025Q1: 72,855 shares; 2025Q2: 76,205 shares; 2025Q3: 77,620 shares; 2025Q4: 74,576 shares 74,576 $1.74M 0.08% -3,044 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 8,074 shares; 2025Q1: 7,268 shares; 2025Q2: 7,332 shares; 2025Q3: 6,402 shares; 2025Q4: 10,728 shares 10,728 $1.72M 0.08% +4,326 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,101 shares 9,101 $1.71M 0.08% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,997 shares; 2025Q1: 4,890 shares; 2025Q2: 6,189 shares; 2025Q3: 6,950 shares; 2025Q4: 16,964 shares 16,964 $1.68M 0.08% +10,014 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,590 shares; 2025Q4: 47,273 shares 47,273 $1.68M 0.08% +36,683 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: 10,856 shares; 2025Q1: 11,703 shares; 2025Q2: 11,597 shares; 2025Q3: 11,532 shares; 2025Q4: 17,972 shares 17,972 $1.67M 0.08% +6,440 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,170 shares; 2024Q4: 21,927 shares; 2025Q1: 21,721 shares; 2025Q2: 25,177 shares; 2025Q3: 25,183 shares; 2025Q4: 25,803 shares 25,803 $1.67M 0.08% +620 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,641 shares; 2025Q2: 13,354 shares; 2025Q3: 11,946 shares; 2025Q4: 16,505 shares 16,505 $1.66M 0.08% +4,559 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,663 shares; 2025Q1: 3,818 shares; 2025Q2: 4,013 shares; 2025Q3: 4,780 shares; 2025Q4: 8,488 shares 8,488 $1.66M 0.08% +3,708 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: restricted; 2024Q3: 8,287 shares; 2024Q4: 16,704 shares; 2025Q1: 17,640 shares; 2025Q2: 11,734 shares; 2025Q3: 11,779 shares; 2025Q4: 37,114 shares 37,114 $1.65M 0.08% +25,335 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,510 shares 21,510 $1.65M 0.08% new Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,494 shares 35,494 $1.65M 0.08% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,604 shares; 2025Q1: 1,481 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 4,922 shares 4,922 $1.61M 0.08% +3,353 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,739 shares; 2025Q1: 3,819 shares; 2025Q2: 3,162 shares; 2025Q3: 2,950 shares; 2025Q4: 16,813 shares 16,813 $1.6M 0.08% +13,863 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,084 shares 14,084 $1.6M 0.08% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,947 shares; 2024Q4: 25,896 shares; 2025Q1: 27,652 shares; 2025Q2: 51,735 shares; 2025Q3: 55,908 shares; 2025Q4: 90,182 shares 90,182 $1.59M 0.08% +34,274 Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,250 shares; 2024Q4: 34,600 shares; 2025Q1: 40,855 shares; 2025Q2: 109,985 shares; 2025Q3: 135,305 shares; 2025Q4: 148,363 shares 148,363 $1.59M 0.08% +13,058 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,325 shares; 2024Q4: 26,800 shares; 2025Q1: 27,524 shares; 2025Q2: 29,549 shares; 2025Q3: 29,595 shares; 2025Q4: 32,737 shares 32,737 $1.58M 0.07% +3,142 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,755 shares; 2025Q1: 1,420 shares; 2025Q2: 1,437 shares; 2025Q3: 1,421 shares; 2025Q4: 3,328 shares 3,328 $1.58M 0.07% +1,907 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,802 shares; 2024Q4: 146,158 shares; 2025Q1: 146,747 shares; 2025Q2: 146,788 shares; 2025Q3: 175,283 shares; 2025Q4: 175,331 shares 175,331 $1.57M 0.07% +48 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,325 shares; 2024Q4: 16,986 shares; 2025Q1: 70,143 shares; 2025Q2: 46,171 shares; 2025Q3: 25,298 shares; 2025Q4: 32,594 shares 32,594 $1.56M 0.07% +7,296 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,679 shares; 2025Q1: 1,569 shares; 2025Q2: 2,263 shares; 2025Q3: 2,258 shares; 2025Q4: 7,336 shares 7,336 $1.56M 0.07% +5,078 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,825 shares 107,825 $1.55M 0.07% new Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,576 shares; 2024Q4: 45,923 shares; 2025Q1: 55,352 shares; 2025Q2: 63,378 shares; 2025Q3: 55,127 shares; 2025Q4: 63,193 shares 63,193 $1.54M 0.07% +8,066 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,234 shares; 2025Q1: 2,382 shares; 2025Q2: 3,407 shares; 2025Q3: 3,778 shares; 2025Q4: 6,366 shares 6,366 $1.54M 0.07% +2,588 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,359 shares; 2025Q1: 3,468 shares; 2025Q2: 3,590 shares; 2025Q3: 3,517 shares; 2025Q4: 4,165 shares 4,165 $1.54M 0.07% +648 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 24,080 shares; 2025Q1: 27,660 shares; 2025Q2: 27,590 shares; 2025Q3: 28,090 shares; 2025Q4: 27,420 shares 27,420 $1.53M 0.07% -670 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,264 shares; 2024Q4: 6,609 shares; 2025Q1: 6,849 shares; 2025Q2: 5,327 shares; 2025Q3: 5,263 shares; 2025Q4: 13,064 shares 13,064 $1.52M 0.07% +7,801 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,678 shares; 2025Q1: 2,682 shares; 2025Q2: 2,686 shares; 2025Q3: 2,690 shares; 2025Q4: 10,423 shares 10,423 $1.51M 0.07% +7,733 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,874 shares; 2024Q4: 5,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,100 shares 30,100 $1.5M 0.07% new 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: restricted; 2024Q3: 28,150 shares; 2024Q4: 28,990 shares; 2025Q1: 28,218 shares; 2025Q2: 28,558 shares; 2025Q3: 25,783 shares; 2025Q4: 28,217 shares 28,217 $1.49M 0.07% +2,434 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,163 shares; 2024Q4: 14,391 shares; 2025Q1: 14,559 shares; 2025Q2: 13,355 shares; 2025Q3: 13,059 shares; 2025Q4: 31,351 shares 31,351 $1.47M 0.07% +18,292 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,483 shares; 2024Q4: 12,871 shares; 2025Q1: 12,615 shares; 2025Q2: 6,138 shares; 2025Q3: 5,838 shares; 2025Q4: 8,761 shares 8,761 $1.47M 0.07% +2,923 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,755 shares; 2024Q4: 16,407 shares; 2025Q1: 16,193 shares; 2025Q2: 16,451 shares; 2025Q3: 16,248 shares; 2025Q4: 27,170 shares 27,170 $1.46M 0.07% +10,922 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: restricted; 2024Q3: 6,718 shares; 2024Q4: 24,217 shares; 2025Q1: 33,246 shares; 2025Q2: 34,274 shares; 2025Q3: 33,927 shares; 2025Q4: 39,900 shares 39,900 $1.46M 0.07% +5,973 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,674 shares 8,674 $1.45M 0.07% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,081 shares; 2024Q4: 8,838 shares; 2025Q1: 10,080 shares; 2025Q2: 15,111 shares; 2025Q3: 14,188 shares; 2025Q4: 16,881 shares 16,881 $1.43M 0.07% +2,693 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,931 shares; 2024Q4: 7,104 shares; 2025Q1: 7,081 shares; 2025Q2: 7,084 shares; 2025Q3: 7,377 shares; 2025Q4: 8,947 shares 8,947 $1.43M 0.07% +1,570 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,114 shares; 2025Q1: 2,292 shares; 2025Q2: 2,145 shares; 2025Q3: 2,674 shares; 2025Q4: 4,248 shares 4,248 $1.43M 0.07% +1,574 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: restricted; 2024Q3: 7,924 shares; 2024Q4: 8,802 shares; 2025Q1: 10,780 shares; 2025Q2: 12,576 shares; 2025Q3: 12,636 shares; 2025Q4: 38,507 shares 38,507 $1.42M 0.07% +25,871 Timeline GDXY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,061 shares 88,061 $1.41M 0.07% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,339 shares; 2024Q4: 24,049 shares; 2025Q1: 15,214 shares; 2025Q2: 15,425 shares; 2025Q3: 15,279 shares; 2025Q4: 43,986 shares 43,986 $1.41M 0.07% +28,707 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 5,328 shares; 2025Q1: 8,011 shares; 2025Q2: 7,056 shares; 2025Q3: 6,686 shares; 2025Q4: 20,864 shares 20,864 $1.4M 0.07% +14,178 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,487 shares; 2024Q4: 15,707 shares; 2025Q1: 15,633 shares; 2025Q2: 14,067 shares; 2025Q3: 11,542 shares; 2025Q4: 21,498 shares 21,498 $1.4M 0.07% +9,956 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,852 shares; 2025Q3: 15,150 shares; 2025Q4: 19,390 shares 19,390 $1.39M 0.07% +4,240 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,700 shares; 2024Q4: 83,300 shares; 2025Q1: 174,100 shares; 2025Q2: 132,870 shares; 2025Q3: 156,670 shares; 2025Q4: 220,650 shares 220,650 $1.39M 0.07% +63,980 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 5,170 shares; 2025Q1: 4,169 shares; 2025Q2: 4,329 shares; 2025Q3: 4,289 shares; 2025Q4: 9,010 shares 9,010 $1.38M 0.07% +4,721 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,602 shares; 2024Q4: 8,634 shares; 2025Q1: 9,695 shares; 2025Q2: 9,699 shares; 2025Q3: 9,702 shares; 2025Q4: 18,815 shares 18,815 $1.38M 0.07% +9,113 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 13,514 shares; 2025Q1: 12,680 shares; 2025Q2: 12,471 shares; 2025Q3: 12,554 shares; 2025Q4: 17,638 shares 17,638 $1.37M 0.06% +5,084 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 4,046 shares; 2025Q1: 4,588 shares; 2025Q2: 4,566 shares; 2025Q3: 4,746 shares; 2025Q4: 6,447 shares 6,447 $1.37M 0.06% +1,701 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,354 shares; 2024Q4: 18,254 shares; 2025Q1: 17,754 shares; 2025Q2: 18,060 shares; 2025Q3: 16,004 shares; 2025Q4: 18,108 shares 18,108 $1.36M 0.06% +2,104 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,481 shares; 2024Q4: 8,794 shares; 2025Q1: 2,513 shares; 2025Q2: 4,244 shares; 2025Q3: 2,545 shares; 2025Q4: 2,383 shares 2,383 $1.35M 0.06% -162 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 7,586 shares; 2025Q1: 4,739 shares; 2025Q2: 4,622 shares; 2025Q3: 4,623 shares; 2025Q4: 9,725 shares 9,725 $1.35M 0.06% +5,102 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,426 shares; 2024Q4: 22,647 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,179 shares 37,179 $1.35M 0.06% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,927 shares 4,927 $1.35M 0.06% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 7,630 shares; 2025Q1: 7,403 shares; 2025Q2: 6,926 shares; 2025Q3: 6,205 shares; 2025Q4: 6,889 shares 6,889 $1.33M 0.06% +684 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 2,114 shares; 2025Q1: 2,111 shares; 2025Q2: 1,300 shares; 2025Q3: 1,344 shares; 2025Q4: 2,858 shares 2,858 $1.33M 0.06% +1,514 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,331 shares; 2024Q4: 40,849 shares; 2025Q1: 40,849 shares; 2025Q2: 40,849 shares; 2025Q3: 37,810 shares; 2025Q4: 35,435 shares 35,435 $1.33M 0.06% -2,375 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,070 shares 7,070 $1.32M 0.06% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,453 shares 1,453 $1.32M 0.06% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,267 shares; 2025Q1: 2,938 shares; 2025Q2: 2,798 shares; 2025Q3: 2,814 shares; 2025Q4: 11,489 shares 11,489 $1.31M 0.06% +8,675 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,940 shares; 2025Q4: 27,174 shares 27,174 $1.29M 0.06% +3,234 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares 36,000 $1.29M 0.06% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,490 shares; 2025Q3: 26,890 shares; 2025Q4: 28,535 shares 28,535 $1.28M 0.06% +1,645 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,005 shares; 2025Q4: 13,888 shares 13,888 $1.27M 0.06% +9,883 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,456 shares; 2025Q1: 2,516 shares; 2025Q2: 2,579 shares; 2025Q3: 2,516 shares; 2025Q4: 4,531 shares 4,531 $1.26M 0.06% +2,015 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,716 shares; 2025Q1: 1,937 shares; 2025Q2: 1,621 shares; 2025Q3: 1,879 shares; 2025Q4: 2,600 shares 2,600 $1.26M 0.06% +721 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: 5,315 shares; 2025Q1: 5,766 shares; 2025Q2: 5,965 shares; 2025Q3: 6,079 shares; 2025Q4: 7,086 shares 7,086 $1.26M 0.06% +1,007 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,220 shares; 2024Q4: 23,370 shares; 2025Q1: 31,879 shares; 2025Q2: 43,072 shares; 2025Q3: 23,439 shares; 2025Q4: 70,805 shares 70,805 $1.25M 0.06% +47,366 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,884 shares; 2024Q4: 54,982 shares; 2025Q1: 55,707 shares; 2025Q2: 53,370 shares; 2025Q3: 52,797 shares; 2025Q4: 69,542 shares 69,542 $1.25M 0.06% +16,745 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,642 shares 23,642 $1.25M 0.06% new 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: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,488 shares; 2025Q1: 5,288 shares; 2025Q2: 5,258 shares; 2025Q3: 5,226 shares; 2025Q4: 7,633 shares 7,633 $1.25M 0.06% +2,407 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,584 shares; 2025Q4: 28,158 shares 28,158 $1.25M 0.06% +4,574 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,950 shares; 2025Q4: 32,025 shares 32,025 $1.24M 0.06% +6,075 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,390 shares; 2025Q3: 59,610 shares; 2025Q4: 46,832 shares 46,832 $1.22M 0.06% -12,778 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 906 shares; 2025Q4: 5,026 shares 5,026 $1.22M 0.06% +4,120 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,390 shares 16,390 $1.22M 0.06% new Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,667 shares 53,667 $1.21M 0.06% new Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,281 shares; 2025Q3: 22,803 shares; 2025Q4: 25,517 shares 25,517 $1.21M 0.06% +2,714 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: restricted; 2024Q3: 15,514 shares; 2024Q4: 13,677 shares; 2025Q1: 6,793 shares; 2025Q2: 6,853 shares; 2025Q3: 6,917 shares; 2025Q4: 22,551 shares 22,551 $1.2M 0.06% +15,634 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,981 shares 18,981 $1.19M 0.06% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,711 shares 18,711 $1.19M 0.06% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares 976 $1.19M 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: 8,608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,167 shares 22,167 $1.18M 0.06% new 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: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,914 shares; 2025Q1: 2,914 shares; 2025Q2: 3,381 shares; 2025Q3: 3,984 shares; 2025Q4: 3,862 shares 3,862 $1.18M 0.06% -122 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,075 shares; 2025Q1: 6,539 shares; 2025Q2: 6,539 shares; 2025Q3: 6,539 shares; 2025Q4: 26,675 shares 26,675 $1.18M 0.06% +20,136 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: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,520 shares; 2025Q1: 2,490 shares; 2025Q2: 3,997 shares; 2025Q3: 2,120 shares; 2025Q4: 4,283 shares 4,283 $1.18M 0.06% +2,163 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,758 shares 11,758 $1.18M 0.06% new Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,309 shares; 2024Q4: 35,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,716 shares 67,716 $1.18M 0.06% new Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,255 shares; 2024Q4: 45,755 shares; 2025Q1: 53,405 shares; 2025Q2: 51,912 shares; 2025Q3: 42,006 shares; 2025Q4: 54,909 shares 54,909 $1.18M 0.06% +12,903 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,175 shares; 2024Q4: 24,679 shares; 2025Q1: 23,271 shares; 2025Q2: 19,407 shares; 2025Q3: 18,248 shares; 2025Q4: 37,735 shares 37,735 $1.17M 0.06% +19,487 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,774 shares; 2025Q3: 19,804 shares; 2025Q4: 25,622 shares 25,622 $1.16M 0.05% +5,818 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,935 shares 81,935 $1.16M 0.05% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,780 shares; 2025Q1: 2,864 shares; 2025Q2: 2,863 shares; 2025Q3: not reported; 2025Q4: 15,555 shares 15,555 $1.15M 0.05% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,656 shares 26,656 $1.15M 0.05% new Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,282 shares 21,282 $1.14M 0.05% new 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,099 shares; 2025Q4: 25,394 shares 25,394 $1.14M 0.05% +6,295 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,997 shares 12,997 $1.14M 0.05% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,727 shares 13,727 $1.14M 0.05% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,399 shares 40,399 $1.13M 0.05% new Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,636 shares 43,636 $1.12M 0.05% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 7,320 shares; 2025Q1: 8,042 shares; 2025Q2: 7,994 shares; 2025Q3: 7,798 shares; 2025Q4: 11,916 shares 11,916 $1.12M 0.05% +4,118 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 5,245 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: not reported; 2025Q4: 12,029 shares 12,029 $1.12M 0.05% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 10,940 shares; 2025Q1: 10,671 shares; 2025Q2: 7,912 shares; 2025Q3: 7,994 shares; 2025Q4: 14,094 shares 14,094 $1.12M 0.05% +6,100 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,873 shares; 2024Q4: 10,201 shares; 2025Q1: 10,051 shares; 2025Q2: 10,693 shares; 2025Q3: 11,289 shares; 2025Q4: 13,196 shares 13,196 $1.11M 0.05% +1,907 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,713 shares; 2025Q1: 1,622 shares; 2025Q2: 1,581 shares; 2025Q3: 1,527 shares; 2025Q4: 3,674 shares 3,674 $1.11M 0.05% +2,147 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,920 shares; 2025Q1: 1,398 shares; 2025Q2: 1,646 shares; 2025Q3: 1,854 shares; 2025Q4: 4,594 shares 4,594 $1.11M 0.05% +2,740 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,474 shares; 2025Q4: 14,053 shares 14,053 $1.1M 0.05% +2,579 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,841 shares; 2024Q4: 4,574 shares; 2025Q1: 8,042 shares; 2025Q2: 7,667 shares; 2025Q3: 7,461 shares; 2025Q4: 7,107 shares 7,107 $1.1M 0.05% -354 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 14,582 shares; 2025Q1: 17,454 shares; 2025Q2: 16,921 shares; 2025Q3: 17,540 shares; 2025Q4: 28,649 shares 28,649 $1.1M 0.05% +11,109 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 8,323 shares; 2025Q1: 8,942 shares; 2025Q2: 10,120 shares; 2025Q3: 11,801 shares; 2025Q4: 17,141 shares 17,141 $1.09M 0.05% +5,340 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 3,342 shares; 2025Q1: 3,311 shares; 2025Q2: 3,108 shares; 2025Q3: 3,227 shares; 2025Q4: 3,115 shares 3,115 $1.09M 0.05% -112 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 4,016 shares; 2025Q1: 4,087 shares; 2025Q2: 4,097 shares; 2025Q3: 4,141 shares; 2025Q4: 5,198 shares 5,198 $1.09M 0.05% +1,057 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,080 shares 13,080 $1.08M 0.05% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 8,042 shares; 2025Q1: 22,668 shares; 2025Q2: 18,523 shares; 2025Q3: 16,279 shares; 2025Q4: 14,449 shares 14,449 $1.06M 0.05% -1,830 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,572 shares 3,572 $1.06M 0.05% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,027 shares; 2024Q4: 11,909 shares; 2025Q1: 10,104 shares; 2025Q2: 10,750 shares; 2025Q3: 10,949 shares; 2025Q4: 13,569 shares 13,569 $1.06M 0.05% +2,620 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,137 shares; 2025Q1: 7,340 shares; 2025Q2: 6,587 shares; 2025Q3: 7,041 shares; 2025Q4: 17,329 shares 17,329 $1.05M 0.05% +10,288 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,363 shares; 2024Q4: 145,095 shares; 2025Q1: 139,972 shares; 2025Q2: 345,080 shares; 2025Q3: 480,638 shares; 2025Q4: 403,090 shares 403,090 $1.04M 0.05% -77,548 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,383 shares 55,383 $1.04M 0.05% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,529 shares; 2024Q4: 17,389 shares; 2025Q1: 16,829 shares; 2025Q2: 15,639 shares; 2025Q3: 13,366 shares; 2025Q4: 13,171 shares 13,171 $1.04M 0.05% -195 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 9,030 shares; 2025Q1: 8,422 shares; 2025Q2: 8,308 shares; 2025Q3: 5,949 shares; 2025Q4: 8,861 shares 8,861 $1.04M 0.05% +2,912 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 6,395 shares; 2025Q1: 6,323 shares; 2025Q2: 6,324 shares; 2025Q3: 7,024 shares; 2025Q4: 10,436 shares 10,436 $1.04M 0.05% +3,412 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 4,550 shares; 2025Q4: 4,658 shares 4,658 $1.04M 0.05% +108 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3,236 shares; 2025Q1: 5,890 shares; 2025Q2: 3,644 shares; 2025Q3: 3,623 shares; 2025Q4: 8,211 shares 8,211 $1.03M 0.05% +4,588 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,610 shares; 2024Q4: 21,961 shares; 2025Q1: 23,064 shares; 2025Q2: 26,779 shares; 2025Q3: 22,021 shares; 2025Q4: 37,403 shares 37,403 $1.03M 0.05% +15,382 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,779 shares; 2024Q4: 24,060 shares; 2025Q1: 4,213 shares; 2025Q2: 4,872 shares; 2025Q3: 4,364 shares; 2025Q4: 10,984 shares 10,984 $1.03M 0.05% +6,620 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,107 shares 2,107 $1.03M 0.05% new 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: restricted; 2024Q3: 5,184 shares; 2024Q4: 3,558 shares; 2025Q1: 3,777 shares; 2025Q2: 3,735 shares; 2025Q3: 3,008 shares; 2025Q4: 4,857 shares 4,857 $1.03M 0.05% +1,849 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,912 shares; 2024Q4: 20,837 shares; 2025Q1: 20,622 shares; 2025Q2: 20,622 shares; 2025Q3: 20,622 shares; 2025Q4: 25,894 shares 25,894 $1.03M 0.05% +5,272 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,279 shares 3,279 $1.02M 0.05% new Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,600 shares; 2025Q1: 124,400 shares; 2025Q2: 161,050 shares; 2025Q3: 278,050 shares; 2025Q4: 430,800 shares 430,800 $1.02M 0.05% +152,750 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,367 shares 19,367 $1.02M 0.05% new Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,896 shares 23,896 $1.02M 0.05% new Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,835 shares 7,835 $1.01M 0.05% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,667 shares; 2025Q1: not reported; 2025Q2: 2,189 shares; 2025Q3: 2,145 shares; 2025Q4: 9,198 shares 9,198 $1.01M 0.05% +7,053 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,495 shares 21,495 $1.01M 0.05% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,199 shares 10,199 $1M 0.05% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,004 shares 43,004 $1M 0.05% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,141 shares 11,141 $1M 0.05% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 294 shares; 2025Q3: 385 shares; 2025Q4: 1,222 shares 1,222 $1M 0.05% +837 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,209 shares; 2025Q1: 2,624 shares; 2025Q2: 2,625 shares; 2025Q3: 2,582 shares; 2025Q4: 2,583 shares 2,583 $999K 0.05% +1 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,436 shares 22,436 $995K 0.05% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,795 shares 50,795 $994K 0.05% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,107 shares 50,107 $989K 0.05% new 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: restricted; 2024Q3: 14,987 shares; 2024Q4: 15,165 shares; 2025Q1: 18,073 shares; 2025Q2: 18,315 shares; 2025Q3: 18,347 shares; 2025Q4: 20,906 shares 20,906 $984K 0.05% +2,559 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,900 shares; 2024Q4: 57,635 shares; 2025Q1: 49,425 shares; 2025Q2: 41,355 shares; 2025Q3: 34,245 shares; 2025Q4: 49,740 shares 49,740 $983K 0.05% +15,495 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,039 shares 34,039 $982K 0.05% new Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,817 shares 42,817 $978K 0.05% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,799 shares; 2024Q4: 31,564 shares; 2025Q1: 30,009 shares; 2025Q2: 22,179 shares; 2025Q3: 21,940 shares; 2025Q4: 28,123 shares 28,123 $977K 0.05% +6,183 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,090 shares; 2025Q1: 1,961 shares; 2025Q2: 1,902 shares; 2025Q3: 1,578 shares; 2025Q4: 3,392 shares 3,392 $976K 0.05% +1,814 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,300 shares; 2025Q1: 4,325 shares; 2025Q2: 3,789 shares; 2025Q3: 3,784 shares; 2025Q4: 6,776 shares 6,776 $976K 0.05% +2,992 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,554 shares 29,554 $976K 0.05% new Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,765 shares 22,765 $974K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,544 shares; 2025Q1: 1,308 shares; 2025Q2: 908 shares; 2025Q3: 877 shares; 2025Q4: 3,365 shares 3,365 $972K 0.05% +2,488 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,058 shares; 2025Q4: 3,277 shares 3,277 $969K 0.05% +2,219 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,570 shares; 2024Q4: 308,270 shares; 2025Q1: 262,270 shares; 2025Q2: 243,670 shares; 2025Q3: 239,870 shares; 2025Q4: 254,803 shares 254,803 $966K 0.05% +14,933 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 649 shares; 2025Q1: 715 shares; 2025Q2: 735 shares; 2025Q3: 537 shares; 2025Q4: 897 shares 897 $960K 0.05% +360 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,186 shares; 2024Q4: 22,201 shares; 2025Q1: 22,417 shares; 2025Q2: 22,264 shares; 2025Q3: 22,080 shares; 2025Q4: 25,277 shares 25,277 $957K 0.05% +3,197 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,941 shares; 2024Q4: 17,268 shares; 2025Q1: 15,353 shares; 2025Q2: 15,204 shares; 2025Q3: 14,551 shares; 2025Q4: 21,531 shares 21,531 $955K 0.05% +6,980 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,832 shares; 2024Q4: 36,297 shares; 2025Q1: 34,846 shares; 2025Q2: 34,885 shares; 2025Q3: 34,923 shares; 2025Q4: 32,215 shares 32,215 $954K 0.05% -2,708 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 6,081 shares; 2025Q1: 5,622 shares; 2025Q2: 3,316 shares; 2025Q3: 3,084 shares; 2025Q4: 5,356 shares 5,356 $951K 0.04% +2,272 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,467 shares; 2025Q1: 54,991 shares; 2025Q2: 67,655 shares; 2025Q3: 64,114 shares; 2025Q4: 66,170 shares 66,170 $949K 0.04% +2,056 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 6,146 shares; 2025Q1: 5,359 shares; 2025Q2: 4,818 shares; 2025Q3: 3,619 shares; 2025Q4: 7,777 shares 7,777 $948K 0.04% +4,158 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 12,080 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 18,145 shares; 2025Q4: 69,322 shares 69,322 $947K 0.04% +51,177 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: 8,550 shares; 2025Q1: 8,283 shares; 2025Q2: 6,430 shares; 2025Q3: 6,288 shares; 2025Q4: 9,784 shares 9,784 $940K 0.04% +3,496 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,831 shares 23,831 $936K 0.04% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,377 shares 17,377 $931K 0.04% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,053 shares 19,053 $931K 0.04% new Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,292 shares 23,292 $930K 0.04% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,629 shares; 2024Q4: 13,641 shares; 2025Q1: 13,023 shares; 2025Q2: 97,522 shares; 2025Q3: 12,559 shares; 2025Q4: 12,913 shares 12,913 $922K 0.04% +354 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,127 shares 35,127 $922K 0.04% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 4,583 shares; 2025Q1: 5,964 shares; 2025Q2: 5,816 shares; 2025Q3: 5,585 shares; 2025Q4: 11,076 shares 11,076 $917K 0.04% +5,491 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 1,017 shares; 2025Q1: 1,036 shares; 2025Q2: 752 shares; 2025Q3: 628 shares; 2025Q4: 1,041 shares 1,041 $915K 0.04% +413 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 4,038 shares; 2025Q1: not reported; 2025Q2: 5,751 shares; 2025Q3: 3,384 shares; 2025Q4: 5,292 shares 5,292 $912K 0.04% +1,908 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,677 shares 10,677 $911K 0.04% new Timeline GOOY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,206 shares 62,206 $908K 0.04% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 6,859 shares; 2025Q1: 8,874 shares; 2025Q2: 8,003 shares; 2025Q3: 7,646 shares; 2025Q4: 13,745 shares 13,745 $907K 0.04% +6,099 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,386 shares; 2024Q4: 17,640 shares; 2025Q1: 20,704 shares; 2025Q2: 20,515 shares; 2025Q3: 17,760 shares; 2025Q4: 20,871 shares 20,871 $903K 0.04% +3,111 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,900 shares; 2024Q4: 13,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,961 shares 12,961 $902K 0.04% +61 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,866 shares; 2024Q4: 15,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,665 shares 24,665 $902K 0.04% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,997 shares; 2024Q4: 50,207 shares; 2025Q1: 46,990 shares; 2025Q2: 52,949 shares; 2025Q3: 54,047 shares; 2025Q4: 94,528 shares 94,528 $901K 0.04% +40,481 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 4,047 shares; 2025Q1: 3,002 shares; 2025Q2: 2,952 shares; 2025Q3: 2,894 shares; 2025Q4: 6,725 shares 6,725 $898K 0.04% +3,831 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,239 shares; 2024Q4: 61,164 shares; 2025Q1: 62,199 shares; 2025Q2: 61,228 shares; 2025Q3: 60,293 shares; 2025Q4: 67,814 shares 67,814 $890K 0.04% +7,521 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 3,354 shares; 2025Q1: 3,425 shares; 2025Q2: 1,826 shares; 2025Q3: 1,837 shares; 2025Q4: 6,069 shares 6,069 $890K 0.04% +4,232 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,039 shares 8,039 $885K 0.04% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,117 shares; 2025Q1: 5,076 shares; 2025Q2: 6,132 shares; 2025Q3: 8,410 shares; 2025Q4: 11,462 shares 11,462 $882K 0.04% +3,052 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,423 shares 68,423 $881K 0.04% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 5,270 shares; 2025Q1: 5,213 shares; 2025Q2: 5,677 shares; 2025Q3: 5,165 shares; 2025Q4: 7,589 shares 7,589 $881K 0.04% +2,424 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,185 shares 6,185 $879K 0.04% new Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,200 shares; 2025Q2: 140,646 shares; 2025Q3: 46,273 shares; 2025Q4: 153,562 shares 153,562 $878K 0.04% +107,289 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,444 shares; 2025Q1: 1,448 shares; 2025Q2: 1,299 shares; 2025Q3: 1,239 shares; 2025Q4: 1,515 shares 1,515 $878K 0.04% +276 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,219 shares 21,219 $877K 0.04% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,143 shares; 2025Q1: not reported; 2025Q2: 9,122 shares; 2025Q3: 12,076 shares; 2025Q4: 18,942 shares 18,942 $869K 0.04% +6,866 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,311 shares 39,311 $865K 0.04% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,155 shares 19,155 $864K 0.04% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,980 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,600 shares; 2025Q4: 9,773 shares 9,773 $861K 0.04% +6,173 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,208 shares 20,208 $860K 0.04% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 1,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,646 shares 2,646 $855K 0.04% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,105 shares; 2024Q4: 44,163 shares; 2025Q1: 45,014 shares; 2025Q2: 45,543 shares; 2025Q3: 45,870 shares; 2025Q4: 78,356 shares 78,356 $854K 0.04% +32,486 Timeline DAIO DATA I O CORP More: the full row for DATA I O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,206 shares; 2024Q4: 279,806 shares; 2025Q1: 282,006 shares; 2025Q2: 269,431 shares; 2025Q3: 263,231 shares; 2025Q4: 268,906 shares 268,906 $852K 0.04% +5,675 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,547 shares 21,547 $851K 0.04% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,701 shares; 2024Q4: 9,841 shares; 2025Q1: 9,699 shares; 2025Q2: 8,639 shares; 2025Q3: 7,568 shares; 2025Q4: 9,113 shares 9,113 $843K 0.04% +1,545 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,400 shares; 2025Q1: 3,524 shares; 2025Q2: 2,832 shares; 2025Q3: 2,853 shares; 2025Q4: 5,148 shares 5,148 $837K 0.04% +2,295 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,689 shares 9,689 $836K 0.04% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,765 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,562 shares 16,562 $833K 0.04% new Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,173 shares 37,173 $827K 0.04% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 12,111 shares; 2025Q1: 12,086 shares; 2025Q2: 11,867 shares; 2025Q3: 11,847 shares; 2025Q4: 12,085 shares 12,085 $812K 0.04% +238 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,835 shares 12,835 $811K 0.04% new 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: restricted; 2024Q3: 6,934 shares; 2024Q4: 7,467 shares; 2025Q1: 8,077 shares; 2025Q2: 7,912 shares; 2025Q3: 7,488 shares; 2025Q4: 9,986 shares 9,986 $799K 0.04% +2,498 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,987 shares 36,987 $794K 0.04% new Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,099 shares; 2025Q3: 14,099 shares; 2025Q4: 20,052 shares 20,052 $789K 0.04% +5,953 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,300 shares 10,300 $788K 0.04% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,231 shares 38,231 $788K 0.04% new Timeline ARAY ACCURAY INC DEL More: the full row for ACCURAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003,050 shares; 2024Q4: 967,950 shares; 2025Q1: 957,550 shares; 2025Q2: 1,077,475 shares; 2025Q3: 1,025,875 shares; 2025Q4: 953,075 shares 953,075 $786K 0.04% -72,800 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 12,065 shares; 2025Q1: 12,085 shares; 2025Q2: 12,437 shares; 2025Q3: 9,575 shares; 2025Q4: 10,401 shares 10,401 $785K 0.04% +826 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares 1,300 $784K 0.04% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,570 shares; 2024Q4: 19,920 shares; 2025Q1: 20,497 shares; 2025Q2: 18,197 shares; 2025Q3: 16,997 shares; 2025Q4: 17,222 shares 17,222 $784K 0.04% +225 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,207 shares 17,207 $784K 0.04% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,027 shares; 2025Q4: 35,335 shares 35,335 $783K 0.04% +21,308 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 4,681 shares; 2025Q1: 4,093 shares; 2025Q2: 3,835 shares; 2025Q3: 4,699 shares; 2025Q4: 5,269 shares 5,269 $782K 0.04% +570 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,800 shares 14,800 $777K 0.04% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5,260 shares; 2025Q1: 4,916 shares; 2025Q2: 5,308 shares; 2025Q3: 5,308 shares; 2025Q4: 7,475 shares 7,475 $774K 0.04% +2,167 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,640 shares; 2025Q4: 5,090 shares 5,090 $767K 0.04% +450 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,601 shares; 2025Q1: 2,891 shares; 2025Q2: 2,675 shares; 2025Q3: 2,316 shares; 2025Q4: 6,513 shares 6,513 $767K 0.04% +4,197 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,211 shares; 2024Q4: 7,054 shares; 2025Q1: 7,054 shares; 2025Q2: 14,454 shares; 2025Q3: 14,454 shares; 2025Q4: 28,316 shares 28,316 $765K 0.04% +13,862 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,796 shares; 2025Q1: 94,521 shares; 2025Q2: 13,171 shares; 2025Q3: 28,075 shares; 2025Q4: 21,075 shares 21,075 $759K 0.04% -7,000 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: restricted; 2024Q3: 14,610 shares; 2024Q4: 12,239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,689 shares 19,689 $758K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 2,361 shares; 2025Q1: 2,428 shares; 2025Q2: 2,342 shares; 2025Q3: 2,296 shares; 2025Q4: 2,599 shares 2,599 $751K 0.04% +303 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,984 shares 9,984 $748K 0.04% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 2,660 shares; 2025Q1: 3,489 shares; 2025Q2: 3,461 shares; 2025Q3: 3,430 shares; 2025Q4: 5,303 shares 5,303 $748K 0.04% +1,873 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,163 shares 35,163 $747K 0.04% new Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 12,689 shares; 2025Q1: 13,840 shares; 2025Q2: 13,863 shares; 2025Q3: 13,344 shares; 2025Q4: 13,806 shares 13,806 $745K 0.04% +462 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,217 shares 9,217 $739K 0.03% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 5,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,889 shares 10,889 $736K 0.03% new Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,172 shares 11,172 $726K 0.03% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 4,073 shares; 2025Q1: 4,072 shares; 2025Q2: 4,037 shares; 2025Q3: 4,006 shares; 2025Q4: 6,485 shares 6,485 $725K 0.03% +2,479 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,400 shares; 2025Q1: 29,350 shares; 2025Q2: 38,394 shares; 2025Q3: 30,725 shares; 2025Q4: 22,595 shares 22,595 $723K 0.03% -8,130 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 2,104 shares 2,104 $721K 0.03% +1,380 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,549 shares; 2024Q4: 39,407 shares; 2025Q1: 43,157 shares; 2025Q2: 50,252 shares; 2025Q3: 47,178 shares; 2025Q4: 96,362 shares 96,362 $712K 0.03% +49,184 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,406 shares 30,406 $709K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,772 shares; 2025Q1: 3,186 shares; 2025Q2: 3,270 shares; 2025Q3: 2,750 shares; 2025Q4: 6,149 shares 6,149 $709K 0.03% +3,399 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,429 shares; 2024Q4: 17,492 shares; 2025Q1: 17,842 shares; 2025Q2: 16,653 shares; 2025Q3: 4,229 shares; 2025Q4: 6,134 shares 6,134 $702K 0.03% +1,905 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,030 shares 18,030 $701K 0.03% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372 shares; 2024Q4: 12,016 shares; 2025Q1: 12,417 shares; 2025Q2: 10,581 shares; 2025Q3: 9,432 shares; 2025Q4: 12,303 shares 12,303 $699K 0.03% +2,871 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 726 shares; 2025Q1: 744 shares; 2025Q2: 771 shares; 2025Q3: 721 shares; 2025Q4: 1,976 shares 1,976 $694K 0.03% +1,255 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,762 shares 2,762 $691K 0.03% new Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,537 shares; 2024Q4: 45,241 shares; 2025Q1: 47,260 shares; 2025Q2: 47,311 shares; 2025Q3: 47,954 shares; 2025Q4: 71,006 shares 71,006 $690K 0.03% +23,052 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,766 shares 8,766 $687K 0.03% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 8,873 shares; 2025Q1: 8,679 shares; 2025Q2: not reported; 2025Q3: 8,124 shares; 2025Q4: 25,843 shares 25,843 $685K 0.03% +17,719 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,624 shares; 2024Q4: 11,875 shares; 2025Q1: 11,876 shares; 2025Q2: 10,877 shares; 2025Q3: 8,598 shares; 2025Q4: 11,016 shares 11,016 $685K 0.03% +2,418 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: not reported; 2025Q4: 71,900 shares 71,900 $682K 0.03% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,865 shares 6,865 $681K 0.03% new Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,205 shares; 2024Q4: 29,568 shares; 2025Q1: 59,476 shares; 2025Q2: 87,579 shares; 2025Q3: 34,904 shares; 2025Q4: 86,835 shares 86,835 $680K 0.03% +51,931 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,956 shares; 2024Q4: 6,442 shares; 2025Q1: 10,192 shares; 2025Q2: 10,227 shares; 2025Q3: 9,427 shares; 2025Q4: 13,042 shares 13,042 $676K 0.03% +3,615 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 731 shares; 2025Q1: 781 shares; 2025Q2: 866 shares; 2025Q3: not reported; 2025Q4: 2,510 shares 2,510 $673K 0.03% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,318 shares 3,318 $673K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 631 shares; 2025Q1: 676 shares; 2025Q2: 621 shares; 2025Q3: 660 shares; 2025Q4: 1,568 shares 1,568 $668K 0.03% +908 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,800 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares; 2025Q2: 16,800 shares; 2025Q3: 16,800 shares; 2025Q4: 16,300 shares 16,300 $667K 0.03% -500 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,700 shares; 2024Q4: 227,200 shares; 2025Q1: 220,600 shares; 2025Q2: 202,800 shares; 2025Q3: 210,100 shares; 2025Q4: 183,000 shares 183,000 $666K 0.03% -27,100 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,478 shares 17,478 $666K 0.03% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 2,786 shares; 2025Q4: 6,925 shares 6,925 $666K 0.03% +4,139 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,637 shares; 2025Q1: 11,681 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,117 shares 57,117 $664K 0.03% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,825 shares; 2025Q3: not reported; 2025Q4: 34,415 shares 34,415 $661K 0.03% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,837 shares; 2025Q1: 3,512 shares; 2025Q2: 3,468 shares; 2025Q3: 3,064 shares; 2025Q4: 4,785 shares 4,785 $660K 0.03% +1,721 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 788 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares 2,100 $656K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,223 shares; 2025Q1: 1,235 shares; 2025Q2: 1,952 shares; 2025Q3: 2,453 shares; 2025Q4: 3,227 shares 3,227 $655K 0.03% +774 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: restricted; 2024Q3: 27,331 shares; 2024Q4: 24,108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,602 shares 33,602 $652K 0.03% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,951 shares 8,951 $650K 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,170 shares; 2024Q4: 26,470 shares; 2025Q1: 22,167 shares; 2025Q2: 19,026 shares; 2025Q3: 18,372 shares; 2025Q4: 21,475 shares 21,475 $642K 0.03% +3,103 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,886 shares; 2025Q2: 15,562 shares; 2025Q3: 16,164 shares; 2025Q4: 26,619 shares 26,619 $640K 0.03% +10,455 Timeline