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: 953,339 shares; 2024Q4: 946,392 shares; 2025Q1: 845,630 shares; 2025Q2: 859,735 shares; 2025Q3: 1,026,958 shares; 2025Q4: 1,019,830 shares 1,019,830 $126M 14.05% -7,128 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: 430,271 shares; 2024Q4: 436,966 shares; 2025Q1: 440,965 shares; 2025Q2: 449,606 shares; 2025Q3: 595,326 shares; 2025Q4: 592,080 shares 592,080 $126M 14.04% -3,246 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: 2,709,150 shares; 2024Q4: 2,726,811 shares; 2025Q1: 2,666,766 shares; 2025Q2: 2,747,396 shares; 2025Q3: 2,800,749 shares; 2025Q4: 2,805,135 shares 2,805,135 $107M 12.02% +4,386 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: 1,888,694 shares; 2024Q4: 1,940,769 shares; 2025Q1: 2,063,745 shares; 2025Q2: 2,056,796 shares; 2025Q3: 1,864,707 shares; 2025Q4: 1,863,526 shares 1,863,526 $71M 7.94% -1,181 Timeline DUHP 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: 2,016,092 shares; 2024Q4: 2,035,836 shares; 2025Q1: 2,009,693 shares; 2025Q2: 2,046,792 shares; 2025Q3: 1,793,245 shares; 2025Q4: 1,819,770 shares 1,819,770 $69.2M 7.74% +26,525 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: 2,753,129 shares; 2025Q1: 3,016,525 shares; 2025Q2: 3,043,021 shares; 2025Q3: 3,074,804 shares; 2025Q4: 3,097,763 shares 3,097,763 $65.8M 7.35% +22,959 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: 653,458 shares; 2025Q2: 671,830 shares; 2025Q3: 997,493 shares; 2025Q4: 1,001,489 shares 1,001,489 $63.3M 7.07% +3,996 Timeline JBND 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: 846,946 shares; 2025Q1: 912,841 shares; 2025Q2: 920,066 shares; 2025Q3: 926,477 shares; 2025Q4: 937,097 shares 937,097 $50.7M 5.66% +10,620 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: 295,409 shares; 2024Q4: 311,825 shares; 2025Q1: 330,172 shares; 2025Q2: 332,569 shares; 2025Q3: 336,222 shares; 2025Q4: 337,993 shares 337,993 $33.8M 3.77% +1,771 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: 73,925 shares; 2024Q4: 83,460 shares; 2025Q1: 73,589 shares; 2025Q2: 76,469 shares; 2025Q3: 88,904 shares; 2025Q4: 101,868 shares 101,868 $7.56M 0.84% +12,964 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: 35,063 shares; 2024Q4: 45,399 shares; 2025Q1: 36,214 shares; 2025Q2: 41,701 shares; 2025Q3: 49,915 shares; 2025Q4: 47,360 shares 47,360 $7.04M 0.79% -2,555 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: 23,583 shares; 2024Q4: 24,354 shares; 2025Q1: 25,129 shares; 2025Q2: 24,492 shares; 2025Q3: 25,018 shares; 2025Q4: 25,601 shares 25,601 $6.96M 0.78% +583 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,448 shares; 2024Q4: 185,499 shares; 2025Q1: 156,090 shares; 2025Q2: 151,038 shares; 2025Q3: 150,581 shares; 2025Q4: 150,306 shares 150,306 $6.78M 0.76% -275 Timeline DFCF 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: 91,000 shares; 2024Q4: 115,282 shares; 2025Q1: 104,160 shares; 2025Q2: 106,481 shares; 2025Q3: 124,927 shares; 2025Q4: 151,953 shares 151,953 $6.47M 0.72% +27,026 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: 9,629 shares; 2024Q4: 9,169 shares; 2025Q1: 6,793 shares; 2025Q2: 10,190 shares; 2025Q3: 11,236 shares; 2025Q4: 8,289 shares 8,289 $5.68M 0.63% -2,947 Timeline DXUV 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: 65,191 shares; 2025Q2: 68,114 shares; 2025Q3: 81,324 shares; 2025Q4: 92,388 shares 92,388 $5.52M 0.62% +11,064 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: 7,699 shares; 2024Q4: 9,203 shares; 2025Q1: 53,599 shares; 2025Q2: 52,996 shares; 2025Q3: 70,448 shares; 2025Q4: 65,722 shares 65,722 $4.57M 0.51% -4,726 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,717 shares; 2024Q4: 185,393 shares; 2025Q1: 187,404 shares; 2025Q2: 179,970 shares; 2025Q3: 183,101 shares; 2025Q4: 182,015 shares 182,015 $4.4M 0.49% -1,086 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,491 shares; 2025Q2: 117,882 shares; 2025Q3: 157,749 shares; 2025Q4: 158,433 shares 158,433 $4.2M 0.47% +684 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,283 shares; 2024Q4: 67,604 shares; 2025Q1: 62,848 shares; 2025Q2: 60,708 shares; 2025Q3: 84,275 shares; 2025Q4: 85,043 shares 85,043 $3.87M 0.43% +768 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,109 shares; 2025Q2: 106,729 shares; 2025Q3: 113,194 shares; 2025Q4: 107,910 shares 107,910 $3.81M 0.43% -5,284 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,762 shares; 2024Q4: 22,250 shares; 2025Q1: 20,178 shares; 2025Q2: 20,117 shares; 2025Q3: 24,555 shares; 2025Q4: 23,313 shares 23,313 $3.73M 0.42% -1,242 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101,195 shares; 2024Q4: 1,069,019 shares; 2025Q1: 1,046,540 shares; 2025Q2: 1,102,344 shares; 2025Q3: 79,019 shares; 2025Q4: 48,646 shares 48,646 $3.21M 0.36% -30,373 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 12,631 shares; 2025Q1: 12,371 shares; 2025Q2: 12,807 shares; 2025Q3: 13,068 shares; 2025Q4: 13,509 shares 13,509 $3.12M 0.35% +441 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,160 shares; 2024Q4: 101,926 shares; 2025Q1: 102,377 shares; 2025Q2: 96,971 shares; 2025Q3: 84,831 shares; 2025Q4: 85,302 shares 85,302 $2.96M 0.33% +471 Timeline INCM 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: 74,862 shares; 2024Q4: 82,186 shares; 2025Q1: 82,186 shares; 2025Q2: 82,385 shares; 2025Q3: 91,229 shares; 2025Q4: 91,229 shares 91,229 $2.56M 0.29% 0 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: 3,954 shares; 2024Q4: 4,329 shares; 2025Q1: 4,461 shares; 2025Q2: 4,593 shares; 2025Q3: 4,834 shares; 2025Q4: 5,121 shares 5,121 $2.48M 0.28% +287 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: 7,539 shares; 2024Q4: 7,807 shares; 2025Q1: 7,928 shares; 2025Q2: 7,927 shares; 2025Q3: 8,021 shares; 2025Q4: 6,427 shares 6,427 $2.07M 0.23% -1,594 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,854 shares; 2025Q1: 33,570 shares; 2025Q2: 33,250 shares; 2025Q3: 27,612 shares; 2025Q4: 25,830 shares 25,830 $2.05M 0.23% -1,782 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: 16,328 shares; 2024Q4: 18,268 shares; 2025Q1: 18,744 shares; 2025Q2: 19,122 shares; 2025Q3: 21,192 shares; 2025Q4: 22,053 shares 22,053 $1.92M 0.21% +861 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,263 shares 13,263 $1.91M 0.21% new 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: 6,209 shares; 2025Q3: 5,893 shares; 2025Q4: 5,542 shares 5,542 $1.9M 0.21% -351 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,081 shares 80,081 $1.9M 0.21% new Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,311 shares; 2025Q3: 27,544 shares; 2025Q4: 26,041 shares 26,041 $1.88M 0.21% -1,503 Timeline IEUR 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: 33,402 shares; 2024Q4: not reported; 2025Q1: 30,728 shares; 2025Q2: 26,544 shares; 2025Q3: 19,442 shares; 2025Q4: 24,484 shares 24,484 $1.74M 0.19% +5,042 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: 36,198 shares; 2024Q4: not reported; 2025Q1: 33,443 shares; 2025Q2: 30,281 shares; 2025Q3: 29,462 shares; 2025Q4: 25,749 shares 25,749 $1.73M 0.19% -3,713 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,864 shares; 2024Q4: 31,087 shares; 2025Q1: 30,823 shares; 2025Q2: 30,534 shares; 2025Q3: 29,740 shares; 2025Q4: 21,451 shares 21,451 $1.73M 0.19% -8,289 Timeline IPAC 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: 30,889 shares; 2024Q4: not reported; 2025Q1: 28,555 shares; 2025Q2: not reported; 2025Q3: 16,119 shares; 2025Q4: 23,480 shares 23,480 $1.72M 0.19% +7,361 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: 4,006 shares; 2024Q4: 4,200 shares; 2025Q1: 4,243 shares; 2025Q2: 4,399 shares; 2025Q3: 4,726 shares; 2025Q4: 4,881 shares 4,881 $1.72M 0.19% +155 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,858 shares; 2024Q4: 14,840 shares; 2025Q1: not reported; 2025Q2: 14,637 shares; 2025Q3: 14,087 shares; 2025Q4: 10,687 shares 10,687 $1.69M 0.19% -3,400 Timeline DFAS 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: 36,454 shares; 2024Q4: 41,631 shares; 2025Q1: 24,856 shares; 2025Q2: 26,218 shares; 2025Q3: 20,959 shares; 2025Q4: 24,064 shares 24,064 $1.68M 0.19% +3,105 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: 3,278 shares; 2024Q4: 3,622 shares; 2025Q1: 3,765 shares; 2025Q2: 3,931 shares; 2025Q3: 4,154 shares; 2025Q4: 4,657 shares 4,657 $1.63M 0.18% +503 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: 904 shares; 2024Q4: 1,011 shares; 2025Q1: 1,092 shares; 2025Q2: 1,097 shares; 2025Q3: 1,433 shares; 2025Q4: 1,510 shares 1,510 $1.62M 0.18% +77 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 6,037 shares; 2025Q1: 6,953 shares; 2025Q2: 7,718 shares; 2025Q3: 7,824 shares; 2025Q4: 8,426 shares 8,426 $1.57M 0.18% +602 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,689 shares; 2024Q4: 59,749 shares; 2025Q1: 59,788 shares; 2025Q2: 61,940 shares; 2025Q3: 62,324 shares; 2025Q4: 63,601 shares 63,601 $1.5M 0.17% +1,277 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: 1,070 shares; 2024Q4: 1,204 shares; 2025Q1: 1,200 shares; 2025Q2: 1,225 shares; 2025Q3: 1,197 shares; 2025Q4: 2,030 shares 2,030 $1.38M 0.15% +833 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,581 shares; 2025Q4: 11,383 shares 11,383 $1.34M 0.15% +802 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: 16,446 shares; 2024Q4: 16,767 shares; 2025Q1: 17,146 shares; 2025Q2: 17,818 shares; 2025Q3: 15,144 shares; 2025Q4: 14,721 shares 14,721 $1.32M 0.15% -423 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: 228 shares; 2024Q4: 869 shares; 2025Q1: 935 shares; 2025Q2: 1,038 shares; 2025Q3: 1,206 shares; 2025Q4: 1,472 shares 1,472 $1.27M 0.14% +266 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: 2,044 shares; 2024Q4: 2,372 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares; 2025Q3: 3,114 shares; 2025Q4: 3,566 shares 3,566 $1.2M 0.13% +452 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: 8,148 shares; 2024Q4: 9,813 shares; 2025Q1: 10,498 shares; 2025Q2: 10,478 shares; 2025Q3: 10,798 shares; 2025Q4: 10,191 shares 10,191 $1.19M 0.13% -607 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: 8,001 shares; 2024Q4: 8,828 shares; 2025Q1: 9,413 shares; 2025Q2: 9,420 shares; 2025Q3: 9,703 shares; 2025Q4: 10,439 shares 10,439 $1.16M 0.13% +736 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,574 shares; 2024Q4: 78,940 shares; 2025Q1: 64,364 shares; 2025Q2: 62,818 shares; 2025Q3: 30,023 shares; 2025Q4: 30,066 shares 30,066 $1.16M 0.13% +43 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: not reported; 2024Q4: 12,081 shares; 2025Q1: 12,183 shares; 2025Q2: 12,186 shares; 2025Q3: 12,188 shares; 2025Q4: 12,202 shares 12,202 $1.14M 0.13% +14 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,876 shares; 2024Q4: 15,911 shares; 2025Q1: 16,154 shares; 2025Q2: 16,275 shares; 2025Q3: 9,527 shares; 2025Q4: 9,015 shares 9,015 $1.14M 0.13% -512 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: 16,855 shares; 2024Q4: 16,900 shares; 2025Q1: 17,033 shares; 2025Q2: 18,826 shares; 2025Q3: 17,560 shares; 2025Q4: 18,949 shares 18,949 $1.07M 0.12% +1,389 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: 9,497 shares; 2024Q4: 17,119 shares; 2025Q1: 17,913 shares; 2025Q2: 17,923 shares; 2025Q3: 22,748 shares; 2025Q4: 25,369 shares 25,369 $1.03M 0.12% +2,621 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: 7,394 shares; 2025Q1: 8,189 shares; 2025Q2: 8,226 shares; 2025Q3: 6,582 shares; 2025Q4: 7,550 shares 7,550 $989K 0.11% +968 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,377 shares; 2025Q1: 24,012 shares; 2025Q2: 24,265 shares; 2025Q3: 27,323 shares; 2025Q4: 28,072 shares 28,072 $962K 0.11% +749 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: 3,731 shares; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 3,731 shares; 2025Q4: 3,736 shares 3,736 $960K 0.11% +5 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,827 shares; 2024Q4: 22,827 shares; 2025Q1: 22,827 shares; 2025Q2: 22,827 shares; 2025Q3: 22,827 shares; 2025Q4: 22,827 shares 22,827 $948K 0.11% 0 Timeline FMB 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: 22,285 shares; 2024Q4: 22,285 shares; 2025Q1: 22,297 shares; 2025Q2: 19,385 shares; 2025Q3: 19,687 shares; 2025Q4: 17,988 shares 17,988 $920K 0.1% -1,699 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: 2,577 shares; 2024Q4: 3,276 shares; 2025Q1: 3,927 shares; 2025Q2: 4,134 shares; 2025Q3: 5,027 shares; 2025Q4: 5,592 shares 5,592 $909K 0.1% +565 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: 7,776 shares; 2024Q4: 9,141 shares; 2025Q1: 9,177 shares; 2025Q2: 9,315 shares; 2025Q3: 10,284 shares; 2025Q4: 11,774 shares 11,774 $907K 0.1% +1,490 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 3,026 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,027 shares 3,027 $897K 0.1% +24 Timeline OCTM 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: 28,914 shares; 2025Q1: 28,914 shares; 2025Q2: 28,914 shares; 2025Q3: 28,914 shares; 2025Q4: 26,614 shares 26,614 $869K 0.1% -2,300 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,427 shares; 2025Q3: 2,635 shares; 2025Q4: 2,829 shares 2,829 $860K 0.1% +194 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: 11,220 shares; 2024Q4: 14,668 shares; 2025Q1: 14,668 shares; 2025Q2: 14,668 shares; 2025Q3: 14,668 shares; 2025Q4: 17,580 shares 17,580 $859K 0.1% +2,912 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: 357,085 shares; 2024Q4: 340,728 shares; 2025Q1: 11,070 shares; 2025Q2: 27,370 shares; 2025Q3: 23,127 shares; 2025Q4: 7,071 shares 7,071 $850K 0.1% -16,056 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: 19,765 shares; 2024Q4: 19,681 shares; 2025Q1: 20,313 shares; 2025Q2: 17,172 shares; 2025Q3: 17,284 shares; 2025Q4: 16,591 shares 16,591 $848K 0.09% -693 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 5,024 shares; 2025Q1: 5,510 shares; 2025Q2: 5,562 shares; 2025Q3: 6,366 shares; 2025Q4: 7,339 shares 7,339 $821K 0.09% +973 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: 17,766 shares; 2024Q4: 18,678 shares; 2025Q1: 18,728 shares; 2025Q2: 17,098 shares; 2025Q3: 17,209 shares; 2025Q4: 15,349 shares 15,349 $777K 0.09% -1,860 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,124 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,537 shares; 2025Q4: 1,661 shares 1,661 $775K 0.09% +124 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,252 shares; 2025Q1: 2,437 shares; 2025Q2: 2,442 shares; 2025Q3: 2,871 shares; 2025Q4: 3,313 shares 3,313 $771K 0.09% +442 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,173 shares; 2025Q1: 2,188 shares; 2025Q2: 2,345 shares; 2025Q3: 2,352 shares; 2025Q4: 2,407 shares 2,407 $754K 0.08% +55 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,643 shares; 2025Q1: 5,643 shares; 2025Q2: 5,643 shares; 2025Q3: 5,563 shares; 2025Q4: 5,571 shares 5,571 $719K 0.08% +8 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: 4,139 shares; 2024Q4: 6,946 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 5,861 shares; 2025Q4: 5,911 shares 5,911 $711K 0.08% +50 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: 8,471 shares; 2025Q2: 10,083 shares; 2025Q3: 15,356 shares; 2025Q4: 17,960 shares 17,960 $705K 0.08% +2,604 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,962 shares; 2025Q1: 4,708 shares; 2025Q2: 4,719 shares; 2025Q3: 5,957 shares; 2025Q4: 6,566 shares 6,566 $700K 0.08% +609 Timeline MLPX 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: 9,358 shares; 2025Q2: 10,382 shares; 2025Q3: 9,912 shares; 2025Q4: 11,365 shares 11,365 $688K 0.08% +1,453 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: 18,203 shares; 2024Q4: 22,807 shares; 2025Q1: 30,807 shares; 2025Q2: 26,396 shares; 2025Q3: 30,000 shares; 2025Q4: 21,205 shares 21,205 $679K 0.08% -8,795 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,095 shares; 2024Q4: 12,095 shares; 2025Q1: 12,881 shares; 2025Q2: 12,881 shares; 2025Q3: 12,881 shares; 2025Q4: 11,501 shares 11,501 $651K 0.07% -1,380 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,768 shares 3,768 $645K 0.07% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,796 shares; 2025Q1: 1,950 shares; 2025Q2: 1,953 shares; 2025Q3: 2,441 shares; 2025Q4: 2,784 shares 2,784 $634K 0.07% +343 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 7,654 shares; 2025Q1: 8,374 shares; 2025Q2: 8,374 shares; 2025Q3: 10,699 shares; 2025Q4: 12,251 shares 12,251 $622K 0.07% +1,552 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 2,893 shares; 2025Q2: 2,890 shares; 2025Q3: 3,216 shares; 2025Q4: 3,488 shares 3,488 $608K 0.07% +272 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 6,614 shares; 2025Q4: 7,462 shares 7,462 $603K 0.07% +848 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 1,051 shares; 2025Q1: 746 shares; 2025Q2: 748 shares; 2025Q3: 848 shares; 2025Q4: 981 shares 981 $570K 0.06% +133 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: 7,355 shares; 2024Q4: 7,496 shares; 2025Q1: 7,707 shares; 2025Q2: 8,747 shares; 2025Q3: 8,407 shares; 2025Q4: 9,910 shares 9,910 $567K 0.06% +1,503 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS 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: 4,301 shares; 2025Q2: 4,305 shares; 2025Q3: 4,243 shares; 2025Q4: 4,754 shares 4,754 $565K 0.06% +511 Timeline DOV DOVER CORP More: the full row for DOVER 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: 2,511 shares; 2025Q4: 2,873 shares 2,873 $561K 0.06% +362 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: 22,999 shares; 2024Q4: 23,475 shares; 2025Q1: 24,142 shares; 2025Q2: 27,149 shares; 2025Q3: 25,932 shares; 2025Q4: 29,526 shares 29,526 $538K 0.06% +3,594 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,382 shares; 2025Q1: 3,342 shares; 2025Q2: 3,409 shares; 2025Q3: 3,489 shares; 2025Q4: 3,679 shares 3,679 $527K 0.06% +190 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,581 shares; 2025Q4: 1,624 shares 1,624 $517K 0.06% +43 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 7,230 shares; 2025Q2: 7,278 shares; 2025Q3: 12,265 shares; 2025Q4: 13,581 shares 13,581 $516K 0.06% +1,316 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: 371 shares; 2024Q4: 439 shares; 2025Q1: 481 shares; 2025Q2: 482 shares; 2025Q3: 564 shares; 2025Q4: 635 shares 635 $514K 0.06% +71 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,005 shares; 2024Q4: 15,074 shares; 2025Q1: 15,074 shares; 2025Q2: 13,890 shares; 2025Q3: 13,890 shares; 2025Q4: 13,890 shares 13,890 $511K 0.06% 0 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: 952 shares; 2024Q4: 952 shares; 2025Q1: 944 shares; 2025Q2: 972 shares; 2025Q3: 927 shares; 2025Q4: 824 shares 824 $506K 0.06% -103 Timeline GOCT 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: 12,858 shares 12,858 $505K 0.06% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,802 shares; 2025Q1: 1,962 shares; 2025Q2: 1,969 shares; 2025Q3: 2,300 shares; 2025Q4: 2,545 shares 2,545 $504K 0.06% +245 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED 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: 15,272 shares; 2025Q4: 17,079 shares 17,079 $501K 0.06% +1,807 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: 8,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,121 shares; 2025Q3: 8,121 shares; 2025Q4: 7,571 shares 7,571 $488K 0.05% -550 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: 736 shares 736 $488K 0.05% +103 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: 1,478 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,483 shares 1,483 $465K 0.05% +45 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,181 shares; 2024Q4: 19,952 shares; 2025Q1: 19,952 shares; 2025Q2: 22,170 shares; 2025Q3: 20,845 shares; 2025Q4: 19,782 shares 19,782 $460K 0.05% -1,063 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 708 shares; 2025Q3: 604 shares; 2025Q4: 912 shares 912 $445K 0.05% +308 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 866 shares; 2025Q3: 872 shares; 2025Q4: 876 shares 876 $440K 0.05% +4 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 4,436 shares; 2025Q1: 5,052 shares; 2025Q2: 5,052 shares; 2025Q3: 6,329 shares; 2025Q4: 6,992 shares 6,992 $432K 0.05% +663 Timeline SUSA 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: 2,966 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 3,052 shares; 2025Q3: 3,049 shares; 2025Q4: 3,049 shares 3,049 $425K 0.05% 0 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: 549 shares; 2024Q4: 539 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 469 shares 469 $412K 0.05% +2 Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS HOLDINGS 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: 7,149 shares; 2025Q3: 11,521 shares; 2025Q4: 13,047 shares 13,047 $412K 0.05% +1,526 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: 8,638 shares; 2024Q4: 8,638 shares; 2025Q1: 8,638 shares; 2025Q2: 8,638 shares; 2025Q3: 8,638 shares; 2025Q4: 8,638 shares 8,638 $411K 0.05% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,452 shares; 2025Q2: 10,609 shares; 2025Q3: 10,130 shares; 2025Q4: 11,970 shares 11,970 $405K 0.05% +1,840 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: 2,667 shares; 2024Q4: 2,667 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,579 shares 2,579 $404K 0.05% -61 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: 6,569 shares; 2024Q4: 9,513 shares; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 9,513 shares; 2025Q4: 9,513 shares 9,513 $389K 0.04% 0 Timeline GDEC 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: 10,285 shares 10,285 $389K 0.04% new Timeline GSLC 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: 4,511 shares; 2024Q4: 4,434 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares; 2025Q4: 2,861 shares 2,861 $379K 0.04% +130 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares; 2025Q3: 2,825 shares; 2025Q4: 2,833 shares 2,833 $376K 0.04% +8 Timeline SEPM 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: 11,799 shares; 2025Q1: 11,799 shares; 2025Q2: 11,799 shares; 2025Q3: 11,799 shares; 2025Q4: 11,799 shares 11,799 $375K 0.04% 0 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: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 1,094 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares 1,048 $361K 0.04% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 8,164 shares; 2025Q1: 7,421 shares; 2025Q2: 7,421 shares; 2025Q3: 7,501 shares; 2025Q4: 7,550 shares 7,550 $353K 0.04% +49 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,249 shares; 2025Q1: 2,500 shares; 2025Q2: 3,017 shares; 2025Q3: 2,500 shares; 2025Q4: 3,567 shares 3,567 $343K 0.04% +1,067 Timeline XOCT 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: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $340K 0.04% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,644 shares 7,644 $339K 0.04% new 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: 1,253 shares; 2024Q4: not reported; 2025Q1: 1,288 shares; 2025Q2: 1,323 shares; 2025Q3: 1,330 shares; 2025Q4: 1,626 shares 1,626 $337K 0.04% +296 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,731 shares; 2025Q1: not reported; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 746 shares 746 $335K 0.04% +19 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: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 5,397 shares; 2025Q3: 3,658 shares; 2025Q4: 4,399 shares 4,399 $330K 0.04% +741 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,348 shares; 2024Q4: 15,215 shares; 2025Q1: 15,215 shares; 2025Q2: 13,785 shares; 2025Q3: 13,384 shares; 2025Q4: 13,384 shares 13,384 $313K 0.03% 0 Timeline JGRO 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: 3,192 shares 3,192 $296K 0.03% 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: 2,333 shares; 2024Q4: 2,383 shares; 2025Q1: 3,083 shares; 2025Q2: 3,658 shares; 2025Q3: 3,317 shares; 2025Q4: 3,185 shares 3,185 $295K 0.03% -132 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: 6,778 shares; 2024Q4: 6,778 shares; 2025Q1: 6,778 shares; 2025Q2: 5,588 shares; 2025Q3: 5,588 shares; 2025Q4: 6,017 shares 6,017 $285K 0.03% +429 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares 1,240 $283K 0.03% new Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 5,123 shares; 2025Q2: 5,123 shares; 2025Q3: 5,123 shares; 2025Q4: 5,123 shares 5,123 $281K 0.03% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 2,948 shares; 2025Q4: 2,948 shares 2,948 $278K 0.03% 0 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: not reported; 2025Q3: 10,203 shares; 2025Q4: 10,209 shares 10,209 $267K 0.03% +6 Timeline ISTB 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: 7,696 shares; 2024Q4: 9,020 shares; 2025Q1: 9,817 shares; 2025Q2: 6,598 shares; 2025Q3: 6,595 shares; 2025Q4: 5,422 shares 5,422 $264K 0.03% -1,173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 419 shares; 2025Q4: 417 shares 417 $262K 0.03% -2 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,174 shares; 2025Q2: 6,139 shares; 2025Q3: 6,139 shares; 2025Q4: 6,046 shares 6,046 $259K 0.03% -93 Timeline XISE 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: 8,253 shares; 2025Q1: 8,277 shares; 2025Q2: 8,302 shares; 2025Q3: 8,335 shares; 2025Q4: 8,352 shares 8,352 $254K 0.03% +17 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: 7,542 shares; 2024Q4: 7,542 shares; 2025Q1: 7,542 shares; 2025Q2: 6,402 shares; 2025Q3: 6,402 shares; 2025Q4: 6,402 shares 6,402 $252K 0.03% 0 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: not reported; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,691 shares; 2025Q3: 1,627 shares; 2025Q4: 1,648 shares 1,648 $251K 0.03% +21 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 5,908 shares; 2025Q2: 5,908 shares; 2025Q3: 5,908 shares; 2025Q4: 5,908 shares 5,908 $242K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 461 shares 461 $241K 0.03% +5 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: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares; 2025Q4: 3,323 shares 3,323 $237K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 502 shares 502 $235K 0.03% +2 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,512 shares 1,512 $233K 0.03% +12 Timeline XNOV 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: 6,095 shares 6,095 $231K 0.03% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares 1,337 $225K 0.03% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,246 shares; 2025Q1: 3,246 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares; 2025Q4: 3,246 shares 3,246 $221K 0.02% 0 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: 3,550 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,280 shares; 2025Q4: 3,280 shares 3,280 $220K 0.02% 0 Timeline XJUN 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: 5,128 shares; 2025Q3: 5,128 shares; 2025Q4: 5,128 shares 5,128 $220K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 755 shares 755 $218K 0.02% -63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares 380 $218K 0.02% new Timeline XMLV 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: 3,671 shares; 2024Q4: 3,421 shares; 2025Q1: 3,421 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares 3,421 $213K 0.02% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,565 shares; 2025Q4: 1,523 shares 1,523 $213K 0.02% -42 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 538 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 538 shares 538 $212K 0.02% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 6,931 shares; 2025Q1: 7,540 shares; 2025Q2: 5,062 shares; 2025Q3: 5,060 shares; 2025Q4: 4,155 shares 4,155 $211K 0.02% -905 Timeline GNOV 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: 5,300 shares; 2025Q4: 5,300 shares 5,300 $211K 0.02% 0 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: 26,497 shares; 2024Q4: 28,295 shares; 2025Q1: 29,586 shares; 2025Q2: 29,094 shares; 2025Q3: 28,112 shares; 2025Q4: 5,023 shares 5,023 $210K 0.02% -23,089 Timeline FAUG 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: 3,907 shares 3,907 $207K 0.02% new Timeline FOCT 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: 4,142 shares 4,142 $203K 0.02% new Timeline FSMB 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: 10,068 shares; 2024Q4: 10,068 shares; 2025Q1: 10,068 shares; 2025Q2: 10,053 shares; 2025Q3: 10,053 shares; 2025Q4: 10,053 shares 10,053 $202K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 578 shares 578 $200K 0.02% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,191 shares; 2024Q4: 36,191 shares; 2025Q1: 36,191 shares; 2025Q2: 36,191 shares; 2025Q3: 36,191 shares; 2025Q4: 35,991 shares 35,991 $186K 0.02% -200 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: 20,715 shares; 2024Q4: 14,209 shares; 2025Q1: 14,209 shares; 2025Q2: 12,682 shares; 2025Q3: 12,682 shares; 2025Q4: 12,682 shares 12,682 $163K 0.02% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,695 shares; 2024Q4: 16,535 shares; 2025Q1: 16,535 shares; 2025Q2: 15,490 shares; 2025Q3: 15,490 shares; 2025Q4: 15,490 shares 15,490 $143K 0.02% 0 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,855 shares; 2024Q4: 29,855 shares; 2025Q1: 29,855 shares; 2025Q2: 29,855 shares; 2025Q3: 29,855 shares; 2025Q4: 23,270 shares 23,270 $123K 0.01% -6,585 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: 13,506 shares; 2024Q4: 13,506 shares; 2025Q1: 13,506 shares; 2025Q2: 13,506 shares; 2025Q3: 12,158 shares; 2025Q4: 11,658 shares 11,658 $66.7K 0.01% -500 Timeline