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: 1,056,819 shares; 2024Q4: 1,061,906 shares; 2025Q1: 924,526 shares; 2025Q2: 918,933 shares; 2025Q3: 1,017,502 shares; 2025Q4: 1,003,842 shares 1,003,842 $187M 3.82% -13,660 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: 359,027 shares; 2024Q4: 393,523 shares; 2025Q1: 435,713 shares; 2025Q2: 449,035 shares; 2025Q3: 554,166 shares; 2025Q4: 578,430 shares 578,430 $157M 3.21% +24,264 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: 114,543 shares; 2024Q4: 129,499 shares; 2025Q1: 129,669 shares; 2025Q2: 144,305 shares; 2025Q3: 201,264 shares; 2025Q4: 210,566 shares 210,566 $102M 2.08% +9,302 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: 31,557 shares; 2024Q4: 28,686 shares; 2025Q1: 28,863 shares; 2025Q2: 31,427 shares; 2025Q3: 187,411 shares; 2025Q4: 161,462 shares 161,462 $101M 2.07% -25,949 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: 163,617 shares; 2024Q4: 184,436 shares; 2025Q1: 200,542 shares; 2025Q2: 200,632 shares; 2025Q3: 244,107 shares; 2025Q4: 270,931 shares 270,931 $62.5M 1.28% +26,824 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: 81,601 shares; 2024Q4: 100,488 shares; 2025Q1: 99,522 shares; 2025Q2: 97,938 shares; 2025Q3: 167,504 shares; 2025Q4: 175,108 shares 175,108 $60.6M 1.24% +7,604 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: 66,907 shares; 2024Q4: 77,617 shares; 2025Q1: 102,866 shares; 2025Q2: 110,726 shares; 2025Q3: 158,531 shares; 2025Q4: 186,912 shares 186,912 $58.5M 1.19% +28,381 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: 87,849 shares; 2024Q4: 93,292 shares; 2025Q1: 91,471 shares; 2025Q2: 92,204 shares; 2025Q3: 151,177 shares; 2025Q4: 165,055 shares 165,055 $53.2M 1.09% +13,878 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: 39,436 shares; 2024Q4: 79,651 shares; 2025Q1: 63,964 shares; 2025Q2: 60,616 shares; 2025Q3: 63,818 shares; 2025Q4: 73,755 shares 73,755 $50.3M 1.03% +9,937 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: 125,155 shares; 2024Q4: 124,008 shares; 2025Q1: 119,665 shares; 2025Q2: 228,966 shares; 2025Q3: 571,976 shares; 2025Q4: 827,056 shares 827,056 $50.3M 1.03% +255,080 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: 241,562 shares; 2024Q4: 229,851 shares; 2025Q1: 229,068 shares; 2025Q2: 233,255 shares; 2025Q3: 246,907 shares; 2025Q4: 251,376 shares 251,376 $48M 0.98% +4,469 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: 17,261 shares; 2024Q4: 14,139 shares; 2025Q1: 15,303 shares; 2025Q2: 67,704 shares; 2025Q3: 261,916 shares; 2025Q4: 377,677 shares 377,677 $46.6M 0.95% +115,761 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: 4,812 shares; 2024Q4: 3,069 shares; 2025Q1: 3,978 shares; 2025Q2: 25,738 shares; 2025Q3: 110,836 shares; 2025Q4: 216,369 shares 216,369 $45.9M 0.94% +105,533 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,993 shares; 2024Q4: 70,441 shares; 2025Q1: 216,176 shares; 2025Q2: 278,490 shares; 2025Q3: 668,594 shares; 2025Q4: 829,243 shares 829,243 $43.8M 0.89% +160,649 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: 18,712 shares; 2024Q4: 18,712 shares; 2025Q1: 18,418 shares; 2025Q2: 51,567 shares; 2025Q3: 56,214 shares; 2025Q4: 63,269 shares 63,269 $43.3M 0.88% +7,055 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: 76,380 shares; 2024Q4: 79,157 shares; 2025Q1: 81,536 shares; 2025Q2: 85,420 shares; 2025Q3: 86,361 shares; 2025Q4: 88,670 shares 88,670 $43.3M 0.88% +2,309 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,366 shares; 2024Q4: 459,693 shares; 2025Q1: 407,504 shares; 2025Q2: 410,541 shares; 2025Q3: 431,756 shares; 2025Q4: 457,785 shares 457,785 $42.4M 0.86% +26,029 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: 102,589 shares; 2024Q4: 17,210 shares; 2025Q1: 15,717 shares; 2025Q2: 155,410 shares; 2025Q3: 541,109 shares; 2025Q4: 832,390 shares 832,390 $38.7M 0.79% +291,281 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: 854,267 shares; 2024Q4: 835,812 shares; 2025Q1: 866,053 shares; 2025Q2: 853,286 shares; 2025Q3: 762,159 shares; 2025Q4: 764,410 shares 764,410 $38.7M 0.79% +2,251 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: 26,879 shares; 2024Q4: 30,980 shares; 2025Q1: 36,286 shares; 2025Q2: 33,664 shares; 2025Q3: 52,354 shares; 2025Q4: 54,356 shares 54,356 $35.9M 0.73% +2,002 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: 83,684 shares; 2024Q4: 96,797 shares; 2025Q1: 96,076 shares; 2025Q2: 96,804 shares; 2025Q3: 106,653 shares; 2025Q4: 111,210 shares 111,210 $34.9M 0.71% +4,557 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: 70,162 shares; 2024Q4: 83,392 shares; 2025Q1: 92,893 shares; 2025Q2: 159,676 shares; 2025Q3: 237,730 shares; 2025Q4: 302,645 shares 302,645 $33.7M 0.69% +64,915 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: 11,650 shares; 2024Q4: 8,323 shares; 2025Q1: 9,227 shares; 2025Q2: 65,983 shares; 2025Q3: 255,061 shares; 2025Q4: 449,109 shares 449,109 $30.2M 0.62% +194,048 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,734 shares; 2024Q4: 943,984 shares; 2025Q1: 948,183 shares; 2025Q2: 863,052 shares; 2025Q3: 906,574 shares; 2025Q4: 914,514 shares 914,514 $29.8M 0.61% +7,940 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: 362,807 shares; 2024Q4: 382,571 shares; 2025Q1: 360,076 shares; 2025Q2: 456,732 shares; 2025Q3: 481,419 shares; 2025Q4: 520,437 shares 520,437 $29.6M 0.6% +39,018 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: 136,383 shares; 2024Q4: 139,579 shares; 2025Q1: 163,612 shares; 2025Q2: 182,857 shares; 2025Q3: 286,338 shares; 2025Q4: 347,935 shares 347,935 $28.2M 0.58% +61,597 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: 15,655 shares; 2024Q4: 15,709 shares; 2025Q1: 24,288 shares; 2025Q2: 23,755 shares; 2025Q3: 26,322 shares; 2025Q4: 26,126 shares 26,126 $28.1M 0.57% -196 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: 68,988 shares; 2024Q4: 76,442 shares; 2025Q1: 80,891 shares; 2025Q2: 81,738 shares; 2025Q3: 126,007 shares; 2025Q4: 131,287 shares 131,287 $27.2M 0.55% +5,280 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: 52,091 shares; 2024Q4: 62,398 shares; 2025Q1: 47,850 shares; 2025Q2: 48,456 shares; 2025Q3: 59,374 shares; 2025Q4: 73,908 shares 73,908 $25.9M 0.53% +14,534 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: 24,622 shares; 2024Q4: 18,212 shares; 2025Q1: 18,759 shares; 2025Q2: 110,969 shares; 2025Q3: 276,508 shares; 2025Q4: 360,104 shares 360,104 $25.7M 0.52% +83,596 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: 27,905 shares; 2024Q4: 26,362 shares; 2025Q1: 25,568 shares; 2025Q2: 26,077 shares; 2025Q3: 37,767 shares; 2025Q4: 41,835 shares 41,835 $25.7M 0.52% +4,068 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,966 shares; 2024Q4: 309,771 shares; 2025Q1: 483,957 shares; 2025Q2: 462,002 shares; 2025Q3: 460,600 shares; 2025Q4: 497,172 shares 497,172 $25.1M 0.51% +36,572 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: 125,604 shares; 2024Q4: 122,357 shares; 2025Q1: 123,125 shares; 2025Q2: 123,514 shares; 2025Q3: 149,852 shares; 2025Q4: 291,809 shares 291,809 $23.4M 0.48% +141,957 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: 36,346 shares; 2024Q4: 32,134 shares; 2025Q1: 41,439 shares; 2025Q2: 64,674 shares; 2025Q3: 56,719 shares; 2025Q4: 56,967 shares 56,967 $22.6M 0.46% +248 Timeline MGC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,411 shares; 2025Q4: 89,743 shares 89,743 $22.5M 0.46% +36,332 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: 30,253 shares; 2024Q4: 53,629 shares; 2025Q1: 32,250 shares; 2025Q2: 34,835 shares; 2025Q3: 43,042 shares; 2025Q4: 48,213 shares 48,213 $21.7M 0.44% +5,171 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: 53,027 shares; 2024Q4: 51,355 shares; 2025Q1: 50,932 shares; 2025Q2: 54,657 shares; 2025Q3: 59,782 shares; 2025Q4: 63,457 shares 63,457 $21.3M 0.43% +3,675 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: 25,110 shares; 2024Q4: 27,172 shares; 2025Q1: 27,314 shares; 2025Q2: 31,406 shares; 2025Q3: 36,832 shares; 2025Q4: 42,270 shares 42,270 $21.2M 0.43% +5,438 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: 47,021 shares; 2024Q4: 44,588 shares; 2025Q1: 7,842 shares; 2025Q2: 43,828 shares; 2025Q3: 122,067 shares; 2025Q4: 106,624 shares 106,624 $21.2M 0.43% -15,443 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: 102,277 shares; 2024Q4: 137,527 shares; 2025Q1: 244,799 shares; 2025Q2: 184,315 shares; 2025Q3: 188,597 shares; 2025Q4: 195,872 shares 195,872 $19.7M 0.4% +7,275 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: 26,710 shares; 2024Q4: 24,917 shares; 2025Q1: 27,554 shares; 2025Q2: 26,790 shares; 2025Q3: 77,093 shares; 2025Q4: 84,439 shares 84,439 $19.3M 0.39% +7,346 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: 89,919 shares; 2024Q4: 107,529 shares; 2025Q1: 115,105 shares; 2025Q2: 119,291 shares; 2025Q3: 145,443 shares; 2025Q4: 156,729 shares 156,729 $18.9M 0.39% +11,286 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: 200,430 shares; 2024Q4: 596,753 shares; 2025Q1: 582,700 shares; 2025Q2: 614,914 shares; 2025Q3: 629,797 shares; 2025Q4: 682,965 shares 682,965 $18.7M 0.38% +53,168 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: 22,747 shares; 2024Q4: 25,894 shares; 2025Q1: 28,101 shares; 2025Q2: 26,552 shares; 2025Q3: 50,736 shares; 2025Q4: 53,512 shares 53,512 $18.4M 0.38% +2,776 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: 32,228 shares; 2024Q4: 42,870 shares; 2025Q1: 41,196 shares; 2025Q2: 47,742 shares; 2025Q3: 51,200 shares; 2025Q4: 60,581 shares 60,581 $18.4M 0.38% +9,381 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,963 shares; 2024Q4: 145,092 shares; 2025Q1: 146,858 shares; 2025Q2: 132,111 shares; 2025Q3: 135,395 shares; 2025Q4: 138,616 shares 138,616 $18.1M 0.37% +3,221 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: 73,367 shares; 2024Q4: 77,899 shares; 2025Q1: 144,523 shares; 2025Q2: 155,811 shares; 2025Q3: 179,214 shares; 2025Q4: 231,197 shares 231,197 $18M 0.37% +51,983 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: 15,429 shares; 2024Q4: 19,972 shares; 2025Q1: 23,139 shares; 2025Q2: 23,605 shares; 2025Q3: 23,948 shares; 2025Q4: 23,658 shares 23,658 $17.8M 0.36% -290 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,480 shares; 2025Q3: 316,982 shares; 2025Q4: 522,878 shares 522,878 $17.4M 0.36% +205,896 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: 6,434 shares; 2024Q4: 8,691 shares; 2025Q1: 8,307 shares; 2025Q2: 7,712 shares; 2025Q3: 395,666 shares; 2025Q4: 171,436 shares 171,436 $17.1M 0.35% -224,230 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: 245,639 shares; 2024Q4: 339,743 shares; 2025Q1: 309,083 shares; 2025Q2: 324,090 shares; 2025Q3: 261,031 shares; 2025Q4: 294,095 shares 294,095 $16.8M 0.34% +33,064 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: 1,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,077 shares; 2025Q3: 31,966 shares; 2025Q4: 67,004 shares 67,004 $16.8M 0.34% +35,038 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 9,824 shares; 2025Q1: 38,837 shares; 2025Q2: 40,191 shares; 2025Q3: 124,526 shares; 2025Q4: 163,977 shares 163,977 $16.7M 0.34% +39,451 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 34,364 shares; 2025Q1: 37,914 shares; 2025Q2: 99,562 shares; 2025Q3: 119,423 shares; 2025Q4: 121,219 shares 121,219 $16.4M 0.33% +1,796 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: 15,331 shares; 2024Q4: 23,793 shares; 2025Q1: 23,160 shares; 2025Q2: 28,693 shares; 2025Q3: 37,608 shares; 2025Q4: 63,537 shares 63,537 $16.3M 0.33% +25,929 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: 14,001 shares; 2024Q4: 17,072 shares; 2025Q1: 13,968 shares; 2025Q2: 24,131 shares; 2025Q3: 23,311 shares; 2025Q4: 18,230 shares 18,230 $15.7M 0.32% -5,081 Timeline OUSA 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: 238,093 shares; 2024Q4: 243,093 shares; 2025Q1: 246,170 shares; 2025Q2: 259,981 shares; 2025Q3: 264,098 shares; 2025Q4: 270,552 shares 270,552 $15.6M 0.32% +6,454 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,574 shares; 2025Q3: 250,002 shares; 2025Q4: 399,080 shares 399,080 $15.4M 0.31% +149,078 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: 12,906 shares; 2024Q4: 13,348 shares; 2025Q1: 11,183 shares; 2025Q2: 11,553 shares; 2025Q3: 42,953 shares; 2025Q4: 47,343 shares 47,343 $15.1M 0.31% +4,390 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: 14,825 shares; 2024Q4: 17,765 shares; 2025Q1: 18,382 shares; 2025Q2: 18,825 shares; 2025Q3: 21,465 shares; 2025Q4: 26,349 shares 26,349 $15M 0.31% +4,884 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: 130,009 shares; 2024Q4: 143,578 shares; 2025Q1: 179,562 shares; 2025Q2: 199,355 shares; 2025Q3: 210,102 shares; 2025Q4: 239,997 shares 239,997 $15M 0.31% +29,895 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: 175,736 shares; 2024Q4: 185,190 shares; 2025Q1: 181,053 shares; 2025Q2: 183,406 shares; 2025Q3: 189,273 shares; 2025Q4: 201,710 shares 201,710 $14.9M 0.3% +12,437 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: 34,845 shares; 2024Q4: 39,632 shares; 2025Q1: 45,477 shares; 2025Q2: 43,014 shares; 2025Q3: 48,655 shares; 2025Q4: 48,312 shares 48,312 $14.9M 0.3% -343 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: 275,468 shares; 2024Q4: 271,856 shares; 2025Q1: 276,958 shares; 2025Q2: 303,496 shares; 2025Q3: 261,015 shares; 2025Q4: 246,081 shares 246,081 $14.8M 0.3% -14,934 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,970 shares; 2024Q4: 292,339 shares; 2025Q1: 301,675 shares; 2025Q2: 359,791 shares; 2025Q3: 409,383 shares; 2025Q4: 460,897 shares 460,897 $14.6M 0.3% +51,514 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: 216,769 shares; 2024Q4: 361,642 shares; 2025Q1: 525,481 shares; 2025Q2: 578,885 shares; 2025Q3: 639,674 shares; 2025Q4: 615,651 shares 615,651 $14.6M 0.3% -24,023 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: 94,752 shares; 2024Q4: 98,973 shares; 2025Q1: 236,378 shares; 2025Q2: 287,229 shares; 2025Q3: 213,234 shares; 2025Q4: 158,822 shares 158,822 $14.5M 0.3% -54,412 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: 64,557 shares; 2024Q4: 94,169 shares; 2025Q1: 65,087 shares; 2025Q2: 65,738 shares; 2025Q3: 69,896 shares; 2025Q4: 65,640 shares 65,640 $14.4M 0.29% -4,256 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: 19,398 shares; 2024Q4: 14,432 shares; 2025Q1: 15,252 shares; 2025Q2: 22,524 shares; 2025Q3: 149,218 shares; 2025Q4: 158,006 shares 158,006 $14.1M 0.29% +8,788 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: 80,768 shares; 2024Q4: 89,555 shares; 2025Q1: 93,209 shares; 2025Q2: 91,086 shares; 2025Q3: 99,565 shares; 2025Q4: 96,484 shares 96,484 $13.8M 0.28% -3,081 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: 12,523 shares; 2024Q4: 12,377 shares; 2025Q1: 13,922 shares; 2025Q2: 13,095 shares; 2025Q3: 14,403 shares; 2025Q4: 143,515 shares 143,515 $13.5M 0.27% +129,112 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 5,820 shares; 2025Q1: 5,118 shares; 2025Q2: 2,851 shares; 2025Q3: 28,928 shares; 2025Q4: 34,028 shares 34,028 $13M 0.27% +5,100 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: 29,270 shares; 2024Q4: 39,724 shares; 2025Q1: 45,106 shares; 2025Q2: 51,987 shares; 2025Q3: 71,183 shares; 2025Q4: 84,698 shares 84,698 $13M 0.27% +13,515 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: 73,326 shares; 2024Q4: 75,326 shares; 2025Q1: 72,247 shares; 2025Q2: 77,403 shares; 2025Q3: 81,417 shares; 2025Q4: 66,597 shares 66,597 $13M 0.26% -14,820 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: 195,762 shares; 2024Q4: 202,222 shares; 2025Q1: 211,586 shares; 2025Q2: 247,739 shares; 2025Q3: 264,638 shares; 2025Q4: 291,127 shares 291,127 $13M 0.26% +26,489 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: 157,637 shares; 2024Q4: 172,115 shares; 2025Q1: 186,129 shares; 2025Q2: 190,318 shares; 2025Q3: 198,335 shares; 2025Q4: 239,766 shares 239,766 $12.9M 0.26% +41,431 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,741 shares; 2024Q4: 13,924 shares; 2025Q1: 13,801 shares; 2025Q2: 14,312 shares; 2025Q3: 14,625 shares; 2025Q4: 44,388 shares 44,388 $12.7M 0.26% +29,763 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: not reported; 2024Q4: 16,593 shares; 2025Q1: 28,175 shares; 2025Q2: 18,519 shares; 2025Q3: 163,100 shares; 2025Q4: 262,766 shares 262,766 $12.4M 0.25% +99,666 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: 12,641 shares; 2024Q4: 25,046 shares; 2025Q1: 27,277 shares; 2025Q2: 31,986 shares; 2025Q3: 32,033 shares; 2025Q4: 33,439 shares 33,439 $12.4M 0.25% +1,406 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,094 shares; 2024Q4: 173,429 shares; 2025Q1: 194,629 shares; 2025Q2: 205,574 shares; 2025Q3: 215,498 shares; 2025Q4: 288,312 shares 288,312 $12.4M 0.25% +72,814 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: 3,405 shares; 2024Q4: 3,492 shares; 2025Q1: 3,284 shares; 2025Q2: 4,136 shares; 2025Q3: 38,701 shares; 2025Q4: 45,547 shares 45,547 $12.4M 0.25% +6,846 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,985 shares; 2024Q4: 26,491 shares; 2025Q1: 26,063 shares; 2025Q2: 24,297 shares; 2025Q3: 50,039 shares; 2025Q4: 51,164 shares 51,164 $12.3M 0.25% +1,125 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: 345,026 shares; 2024Q4: 281,245 shares; 2025Q1: 255,803 shares; 2025Q2: 217,055 shares; 2025Q3: 226,897 shares; 2025Q4: 214,411 shares 214,411 $11.7M 0.24% -12,486 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,835 shares; 2024Q4: 21,036 shares; 2025Q1: 22,190 shares; 2025Q2: 23,465 shares; 2025Q3: 100,656 shares; 2025Q4: 114,421 shares 114,421 $11.7M 0.24% +13,765 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,757 shares; 2024Q4: 150,110 shares; 2025Q1: 130,903 shares; 2025Q2: 114,636 shares; 2025Q3: 202,618 shares; 2025Q4: 229,234 shares 229,234 $11.6M 0.24% +26,616 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: 8,048 shares; 2024Q4: 8,721 shares; 2025Q1: 6,542 shares; 2025Q2: 7,584 shares; 2025Q3: 32,685 shares; 2025Q4: 36,376 shares 36,376 $11.4M 0.23% +3,691 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,122 shares; 2024Q4: 95,678 shares; 2025Q1: 94,357 shares; 2025Q2: 46,612 shares; 2025Q3: 53,299 shares; 2025Q4: 54,758 shares 54,758 $11.2M 0.23% +1,459 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: 21,770 shares; 2024Q4: 22,219 shares; 2025Q1: 22,843 shares; 2025Q2: 21,121 shares; 2025Q3: 100,206 shares; 2025Q4: 116,505 shares 116,505 $11.2M 0.23% +16,299 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,985 shares; 2024Q4: 10,262 shares; 2025Q1: 10,940 shares; 2025Q2: 10,611 shares; 2025Q3: 119,618 shares; 2025Q4: 217,705 shares 217,705 $11.2M 0.23% +98,087 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,336 shares; 2024Q4: 182,390 shares; 2025Q1: 210,032 shares; 2025Q2: 210,120 shares; 2025Q3: 221,962 shares; 2025Q4: 237,573 shares 237,573 $11.1M 0.23% +15,611 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: 169,307 shares; 2024Q4: 374,679 shares; 2025Q1: 407,968 shares; 2025Q2: 417,996 shares; 2025Q3: 439,729 shares; 2025Q4: 459,327 shares 459,327 $11M 0.23% +19,598 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: 60,780 shares; 2024Q4: 61,671 shares; 2025Q1: 60,127 shares; 2025Q2: 59,977 shares; 2025Q3: 122,423 shares; 2025Q4: 137,251 shares 137,251 $11M 0.22% +14,828 Timeline FDEC 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: 7,709 shares; 2024Q4: 162,466 shares; 2025Q1: 164,475 shares; 2025Q2: 170,614 shares; 2025Q3: 169,395 shares; 2025Q4: 215,037 shares 215,037 $11M 0.22% +45,642 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 608 shares; 2025Q1: 706 shares; 2025Q2: 567 shares; 2025Q3: 1,418 shares; 2025Q4: 2,054 shares 2,054 $11M 0.22% +636 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: 118,674 shares; 2024Q4: 123,954 shares; 2025Q1: 122,988 shares; 2025Q2: 119,362 shares; 2025Q3: 135,236 shares; 2025Q4: 140,270 shares 140,270 $10.8M 0.22% +5,034 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: 7,445 shares; 2024Q4: 8,751 shares; 2025Q1: 8,781 shares; 2025Q2: 9,315 shares; 2025Q3: 25,201 shares; 2025Q4: 32,494 shares 32,494 $10.7M 0.22% +7,293 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: 127,187 shares; 2024Q4: 135,794 shares; 2025Q1: 121,695 shares; 2025Q2: 114,299 shares; 2025Q3: 243,389 shares; 2025Q4: 162,170 shares 162,170 $10.7M 0.22% -81,219 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: 7,276 shares; 2024Q4: 7,618 shares; 2025Q1: 9,619 shares; 2025Q2: 11,146 shares; 2025Q3: 11,340 shares; 2025Q4: 12,034 shares 12,034 $10.6M 0.22% +694 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: 24,790 shares; 2024Q4: 26,975 shares; 2025Q1: 26,729 shares; 2025Q2: 28,222 shares; 2025Q3: 43,173 shares; 2025Q4: 36,069 shares 36,069 $10.5M 0.21% -7,104 Timeline ACWI 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: 2,354 shares; 2024Q4: 2,183 shares; 2025Q1: 7,121 shares; 2025Q2: 66,422 shares; 2025Q3: 71,708 shares; 2025Q4: 72,995 shares 72,995 $10.3M 0.21% +1,287 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: 5,887 shares; 2024Q4: 6,881 shares; 2025Q1: 5,464 shares; 2025Q2: 6,553 shares; 2025Q3: 32,812 shares; 2025Q4: 37,817 shares 37,817 $10.3M 0.21% +5,005 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: 258,610 shares; 2024Q4: 160,133 shares; 2025Q1: 167,898 shares; 2025Q2: 172,809 shares; 2025Q3: 172,424 shares; 2025Q4: 176,137 shares 176,137 $10.2M 0.21% +3,713 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: 44,399 shares; 2024Q4: 40,619 shares; 2025Q1: 37,324 shares; 2025Q2: 56,796 shares; 2025Q3: 60,377 shares; 2025Q4: 57,497 shares 57,497 $10.2M 0.21% -2,880 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: 8,753 shares; 2024Q4: 7,493 shares; 2025Q1: 7,808 shares; 2025Q2: 9,235 shares; 2025Q3: 59,075 shares; 2025Q4: 62,584 shares 62,584 $10.2M 0.21% +3,509 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: 18,732 shares; 2024Q4: 20,857 shares; 2025Q1: 22,847 shares; 2025Q2: 23,681 shares; 2025Q3: 129,297 shares; 2025Q4: 210,492 shares 210,492 $10.2M 0.21% +81,195 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,869 shares; 2024Q4: 126,858 shares; 2025Q1: 119,808 shares; 2025Q2: 117,089 shares; 2025Q3: 117,548 shares; 2025Q4: 112,848 shares 112,848 $10.2M 0.21% -4,700 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,064 shares; 2024Q4: 44,137 shares; 2025Q1: 48,875 shares; 2025Q2: 51,992 shares; 2025Q3: 64,074 shares; 2025Q4: 98,827 shares 98,827 $10.1M 0.21% +34,753 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: 90,960 shares; 2024Q4: 97,423 shares; 2025Q1: 96,803 shares; 2025Q2: 85,918 shares; 2025Q3: 102,443 shares; 2025Q4: 83,915 shares 83,915 $10.1M 0.21% -18,528 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: 3,312 shares; 2024Q4: 3,768 shares; 2025Q1: 3,754 shares; 2025Q2: 6,471 shares; 2025Q3: 14,131 shares; 2025Q4: 15,170 shares 15,170 $9.91M 0.2% +1,039 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: 22,971 shares; 2024Q4: 49,569 shares; 2025Q1: 50,513 shares; 2025Q2: 50,061 shares; 2025Q3: 52,819 shares; 2025Q4: 53,758 shares 53,758 $9.9M 0.2% +939 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: 22,959 shares; 2024Q4: 22,917 shares; 2025Q1: 23,696 shares; 2025Q2: 30,513 shares; 2025Q3: 23,710 shares; 2025Q4: 37,186 shares 37,186 $9.85M 0.2% +13,476 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: 61,333 shares; 2024Q4: 61,939 shares; 2025Q1: 137,632 shares; 2025Q2: 87,122 shares; 2025Q3: 114,261 shares; 2025Q4: 103,906 shares 103,906 $9.78M 0.2% -10,355 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: 10,013 shares; 2024Q4: 14,010 shares; 2025Q1: 15,109 shares; 2025Q2: 15,839 shares; 2025Q3: 16,600 shares; 2025Q4: 16,994 shares 16,994 $9.74M 0.2% +394 Timeline YMAR 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: 361,265 shares; 2024Q4: 355,916 shares; 2025Q1: 364,590 shares; 2025Q2: 370,065 shares; 2025Q3: 375,893 shares; 2025Q4: 355,527 shares 355,527 $9.61M 0.2% -20,366 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: 137,576 shares; 2024Q4: 146,603 shares; 2025Q1: 159,261 shares; 2025Q2: 193,100 shares; 2025Q3: 205,050 shares; 2025Q4: 223,287 shares 223,287 $9.6M 0.2% +18,237 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: 60,118 shares; 2024Q4: 64,801 shares; 2025Q1: 66,837 shares; 2025Q2: 71,217 shares; 2025Q3: 217,584 shares; 2025Q4: 235,140 shares 235,140 $9.58M 0.2% +17,556 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: 22,223 shares; 2024Q4: 22,184 shares; 2025Q1: 22,647 shares; 2025Q2: 22,360 shares; 2025Q3: 39,986 shares; 2025Q4: 40,512 shares 40,512 $9.23M 0.19% +526 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,280 shares; 2024Q4: 186,479 shares; 2025Q1: 183,303 shares; 2025Q2: 182,988 shares; 2025Q3: 173,259 shares; 2025Q4: 185,090 shares 185,090 $9.15M 0.19% +11,831 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: 59,314 shares; 2024Q4: 44,456 shares; 2025Q1: 46,009 shares; 2025Q2: 46,888 shares; 2025Q3: 147,533 shares; 2025Q4: 162,150 shares 162,150 $9.14M 0.19% +14,617 Timeline GPIQ 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: 133,292 shares; 2025Q1: 168,191 shares; 2025Q2: 183,551 shares; 2025Q3: 185,166 shares; 2025Q4: 171,279 shares 171,279 $9.06M 0.18% -13,887 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: 106,196 shares; 2024Q4: 84,525 shares; 2025Q1: 88,711 shares; 2025Q2: 99,259 shares; 2025Q3: 112,495 shares; 2025Q4: 130,095 shares 130,095 $9.03M 0.18% +17,600 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: 28,811 shares; 2024Q4: 27,590 shares; 2025Q1: 31,658 shares; 2025Q2: 34,215 shares; 2025Q3: 45,739 shares; 2025Q4: 96,300 shares 96,300 $8.98M 0.18% +50,561 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,480 shares; 2025Q1: 184,808 shares; 2025Q2: 199,365 shares; 2025Q3: 206,998 shares; 2025Q4: 214,153 shares 214,153 $8.81M 0.18% +7,155 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: 751,786 shares; 2024Q4: 758,275 shares; 2025Q1: 840,607 shares; 2025Q2: 876,448 shares; 2025Q3: 852,774 shares; 2025Q4: 796,868 shares 796,868 $8.69M 0.18% -55,906 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,627 shares; 2024Q4: 18,046 shares; 2025Q1: 16,183 shares; 2025Q2: 15,894 shares; 2025Q3: 28,080 shares; 2025Q4: 35,033 shares 35,033 $8.65M 0.18% +6,953 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: 9,038 shares; 2024Q4: 8,645 shares; 2025Q1: 7,975 shares; 2025Q2: 8,140 shares; 2025Q3: 19,022 shares; 2025Q4: 18,103 shares 18,103 $8.57M 0.17% -919 Timeline IMCG 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: 111,150 shares; 2024Q4: 108,806 shares; 2025Q1: 112,865 shares; 2025Q2: 95,356 shares; 2025Q3: 98,526 shares; 2025Q4: 106,179 shares 106,179 $8.48M 0.17% +7,653 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: 25,025 shares; 2024Q4: 26,344 shares; 2025Q1: 28,073 shares; 2025Q2: 27,696 shares; 2025Q3: 50,537 shares; 2025Q4: 28,480 shares 28,480 $8.44M 0.17% -22,057 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,664 shares; 2024Q4: 366,265 shares; 2025Q1: 392,374 shares; 2025Q2: 410,010 shares; 2025Q3: 405,078 shares; 2025Q4: 416,529 shares 416,529 $8.43M 0.17% +11,451 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,167 shares; 2024Q4: 12,488 shares; 2025Q1: 197,347 shares; 2025Q2: 200,056 shares; 2025Q3: 208,099 shares; 2025Q4: 214,504 shares 214,504 $8.37M 0.17% +6,405 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,046 shares; 2024Q4: 48,978 shares; 2025Q1: 51,159 shares; 2025Q2: 46,920 shares; 2025Q3: 54,633 shares; 2025Q4: 83,354 shares 83,354 $8.33M 0.17% +28,721 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 15,803 shares; 2025Q1: 12,294 shares; 2025Q2: 9,299 shares; 2025Q3: 62,624 shares; 2025Q4: 69,127 shares 69,127 $8.28M 0.17% +6,503 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: 106,171 shares; 2024Q4: 110,319 shares; 2025Q1: 100,114 shares; 2025Q2: 101,392 shares; 2025Q3: 136,609 shares; 2025Q4: 148,921 shares 148,921 $8.19M 0.17% +12,312 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,453 shares; 2024Q4: 47,841 shares; 2025Q1: 21,424 shares; 2025Q2: 38,945 shares; 2025Q3: 44,589 shares; 2025Q4: 76,620 shares 76,620 $8.18M 0.17% +32,031 Timeline FLCB 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: 15,754 shares; 2025Q4: 377,895 shares 377,895 $8.17M 0.17% +362,141 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: 89,177 shares; 2024Q4: 66,023 shares; 2025Q1: 60,435 shares; 2025Q2: 63,735 shares; 2025Q3: 77,328 shares; 2025Q4: 77,470 shares 77,470 $8.15M 0.17% +142 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: 13,537 shares; 2024Q4: 36,333 shares; 2025Q1: 48,125 shares; 2025Q2: 46,263 shares; 2025Q3: 46,934 shares; 2025Q4: 182,821 shares 182,821 $8.1M 0.17% +135,887 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: 2,531 shares; 2024Q4: 4,736 shares; 2025Q1: 4,113 shares; 2025Q2: 7,090 shares; 2025Q3: 8,279 shares; 2025Q4: 33,410 shares 33,410 $8.1M 0.17% +25,131 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: 25,505 shares; 2024Q4: 35,133 shares; 2025Q1: 55,203 shares; 2025Q2: 60,168 shares; 2025Q3: 67,920 shares; 2025Q4: 80,628 shares 80,628 $8.07M 0.16% +12,708 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: 156,188 shares; 2024Q4: 178,327 shares; 2025Q1: 169,972 shares; 2025Q2: 159,501 shares; 2025Q3: 129,809 shares; 2025Q4: 127,907 shares 127,907 $8.05M 0.16% -1,902 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,269 shares; 2024Q4: 13,844 shares; 2025Q1: 12,054 shares; 2025Q2: 12,408 shares; 2025Q3: 30,268 shares; 2025Q4: 34,549 shares 34,549 $7.99M 0.16% +4,281 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,154 shares; 2024Q4: 394,394 shares; 2025Q1: 415,190 shares; 2025Q2: 427,840 shares; 2025Q3: 398,278 shares; 2025Q4: 366,017 shares 366,017 $7.95M 0.16% -32,261 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: 295,514 shares; 2024Q4: 322,747 shares; 2025Q1: 323,104 shares; 2025Q2: 357,342 shares; 2025Q3: 363,806 shares; 2025Q4: 404,477 shares 404,477 $7.92M 0.16% +40,671 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: 28,435 shares; 2024Q4: 33,758 shares; 2025Q1: 37,248 shares; 2025Q2: 39,603 shares; 2025Q3: 49,544 shares; 2025Q4: 54,916 shares 54,916 $7.88M 0.16% +5,372 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 10,679 shares; 2025Q1: 10,055 shares; 2025Q2: 22,430 shares; 2025Q3: 24,147 shares; 2025Q4: 24,122 shares 24,122 $7.82M 0.16% -25 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,973 shares; 2024Q4: 12,469 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998,699 shares; 2025Q4: 961,953 shares 961,953 $7.8M 0.16% -36,746 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: 78,819 shares; 2024Q4: 95,766 shares; 2025Q1: 85,311 shares; 2025Q2: 84,485 shares; 2025Q3: 85,033 shares; 2025Q4: 174,468 shares 174,468 $7.8M 0.16% +89,435 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: 112,639 shares; 2024Q4: 120,233 shares; 2025Q1: 109,051 shares; 2025Q2: 111,890 shares; 2025Q3: 227,662 shares; 2025Q4: 260,328 shares 260,328 $7.78M 0.16% +32,666 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: 26,577 shares; 2024Q4: 18,701 shares; 2025Q1: 14,171 shares; 2025Q2: 18,340 shares; 2025Q3: 31,036 shares; 2025Q4: 36,127 shares 36,127 $7.74M 0.16% +5,091 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: 47,904 shares; 2024Q4: 68,903 shares; 2025Q1: 70,816 shares; 2025Q2: 69,891 shares; 2025Q3: 74,605 shares; 2025Q4: 87,994 shares 87,994 $7.7M 0.16% +13,389 Timeline SHLD 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: 10,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,760 shares; 2025Q4: 118,735 shares 118,735 $7.69M 0.16% +53,975 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: 6,146 shares; 2024Q4: 6,442 shares; 2025Q1: 11,555 shares; 2025Q2: 14,198 shares; 2025Q3: 15,033 shares; 2025Q4: 16,159 shares 16,159 $7.57M 0.15% +1,126 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 6,422 shares; 2025Q1: 6,653 shares; 2025Q2: 3,197 shares; 2025Q3: 13,467 shares; 2025Q4: 14,821 shares 14,821 $7.57M 0.15% +1,354 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: 5,991 shares; 2024Q4: 6,352 shares; 2025Q1: 6,403 shares; 2025Q2: 6,431 shares; 2025Q3: 20,094 shares; 2025Q4: 18,311 shares 18,311 $7.56M 0.15% -1,783 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: 7,800 shares; 2025Q1: 157,465 shares; 2025Q2: 180,247 shares; 2025Q3: 208,930 shares; 2025Q4: 221,061 shares 221,061 $7.47M 0.15% +12,131 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: 26,790 shares; 2024Q4: 27,791 shares; 2025Q1: 24,764 shares; 2025Q2: 30,527 shares; 2025Q3: 36,085 shares; 2025Q4: 46,473 shares 46,473 $7.45M 0.15% +10,388 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: 278,933 shares; 2024Q4: 276,977 shares; 2025Q1: 253,417 shares; 2025Q2: 248,332 shares; 2025Q3: 236,835 shares; 2025Q4: 186,285 shares 186,285 $7.44M 0.15% -50,550 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: 208,107 shares; 2024Q4: 212,288 shares; 2025Q1: 238,196 shares; 2025Q2: 262,997 shares; 2025Q3: 325,921 shares; 2025Q4: 375,526 shares 375,526 $7.41M 0.15% +49,605 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,567 shares; 2025Q4: 136,158 shares 136,158 $7.36M 0.15% +130,591 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: 296,023 shares; 2024Q4: 146,495 shares; 2025Q1: 140,624 shares; 2025Q2: 128,269 shares; 2025Q3: 145,604 shares; 2025Q4: 168,693 shares 168,693 $7.36M 0.15% +23,089 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: 5,128 shares; 2025Q4: 139,954 shares 139,954 $7.35M 0.15% +134,826 Timeline FMDE 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: 54,876 shares; 2025Q2: 129,878 shares; 2025Q3: 189,025 shares; 2025Q4: 201,104 shares 201,104 $7.32M 0.15% +12,079 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,086 shares; 2024Q4: 314,519 shares; 2025Q1: 388,512 shares; 2025Q2: 406,961 shares; 2025Q3: 411,821 shares; 2025Q4: 390,376 shares 390,376 $7.28M 0.15% -21,445 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: 35,590 shares; 2024Q4: 39,904 shares; 2025Q1: 42,531 shares; 2025Q2: 44,638 shares; 2025Q3: 43,498 shares; 2025Q4: 104,283 shares 104,283 $7.24M 0.15% +60,785 Timeline FLQL 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: 9,662 shares; 2025Q4: 104,048 shares 104,048 $7.21M 0.15% +94,386 Timeline PTRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171,351 shares 171,351 $7.2M 0.15% new 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: 28,751 shares; 2025Q3: 30,251 shares; 2025Q4: 339,272 shares 339,272 $7.2M 0.15% +309,021 Timeline SCHO 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: 151,117 shares; 2024Q4: 334,916 shares; 2025Q1: 366,755 shares; 2025Q2: 366,612 shares; 2025Q3: 266,072 shares; 2025Q4: 293,798 shares 293,798 $7.16M 0.15% +27,726 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: 43,953 shares; 2024Q4: 48,663 shares; 2025Q1: 46,692 shares; 2025Q2: 48,952 shares; 2025Q3: 50,369 shares; 2025Q4: 62,769 shares 62,769 $7.14M 0.15% +12,400 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,484 shares; 2024Q4: 13,099 shares; 2025Q1: 12,636 shares; 2025Q2: 40,324 shares; 2025Q3: 45,876 shares; 2025Q4: 41,037 shares 41,037 $7.12M 0.15% -4,839 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: 49,773 shares; 2024Q4: 59,459 shares; 2025Q1: 64,783 shares; 2025Q2: 75,977 shares; 2025Q3: 86,292 shares; 2025Q4: 87,008 shares 87,008 $6.94M 0.14% +716 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: 48,902 shares; 2024Q4: 54,602 shares; 2025Q1: 64,031 shares; 2025Q2: 69,050 shares; 2025Q3: 91,495 shares; 2025Q4: 98,291 shares 98,291 $6.87M 0.14% +6,796 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: 1,404 shares; 2024Q4: 1,280 shares; 2025Q1: 924 shares; 2025Q2: 1,834 shares; 2025Q3: 7,514 shares; 2025Q4: 7,787 shares 7,787 $6.84M 0.14% +273 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 132,041 shares 132,041 $6.8M 0.14% new 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: 22,960 shares; 2024Q4: 38,320 shares; 2025Q1: 37,131 shares; 2025Q2: 60,959 shares; 2025Q3: 68,492 shares; 2025Q4: 73,144 shares 73,144 $6.79M 0.14% +4,652 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: 16,759 shares; 2024Q4: 26,027 shares; 2025Q1: 23,825 shares; 2025Q2: 26,234 shares; 2025Q3: 29,242 shares; 2025Q4: 105,638 shares 105,638 $6.73M 0.14% +76,396 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,258 shares; 2024Q4: 97,825 shares; 2025Q1: 83,388 shares; 2025Q2: 74,297 shares; 2025Q3: 68,788 shares; 2025Q4: 64,711 shares 64,711 $6.63M 0.14% -4,077 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 128,587 shares 128,587 $6.61M 0.14% new 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: 42,033 shares; 2024Q4: 36,633 shares; 2025Q1: 53,819 shares; 2025Q2: 64,565 shares; 2025Q3: 77,352 shares; 2025Q4: 87,010 shares 87,010 $6.53M 0.13% +9,658 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,850 shares; 2024Q4: 89,061 shares; 2025Q1: 89,365 shares; 2025Q2: 90,332 shares; 2025Q3: 92,897 shares; 2025Q4: 97,429 shares 97,429 $6.52M 0.13% +4,532 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: 23,393 shares; 2024Q4: 26,381 shares; 2025Q1: 24,983 shares; 2025Q2: 28,863 shares; 2025Q3: 30,397 shares; 2025Q4: 42,244 shares 42,244 $6.51M 0.13% +11,847 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: 11,581 shares; 2024Q4: 13,766 shares; 2025Q1: 11,795 shares; 2025Q2: 11,899 shares; 2025Q3: 113,157 shares; 2025Q4: 152,201 shares 152,201 $6.48M 0.13% +39,044 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,247 shares; 2024Q4: 31,306 shares; 2025Q1: 30,293 shares; 2025Q2: 51,050 shares; 2025Q3: 61,389 shares; 2025Q4: 67,242 shares 67,242 $6.46M 0.13% +5,853 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: 11,526 shares; 2024Q4: 13,832 shares; 2025Q1: 17,731 shares; 2025Q2: 18,610 shares; 2025Q3: 20,708 shares; 2025Q4: 21,064 shares 21,064 $6.44M 0.13% +356 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES 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: 152,034 shares; 2025Q2: 233,106 shares; 2025Q3: 287,484 shares; 2025Q4: 309,195 shares 309,195 $6.42M 0.13% +21,711 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: not reported; 2025Q1: 228,014 shares; 2025Q2: 251,705 shares; 2025Q3: 263,156 shares; 2025Q4: 276,312 shares 276,312 $6.42M 0.13% +13,156 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,818 shares; 2025Q1: 3,426 shares; 2025Q2: 3,564 shares; 2025Q3: 10,022 shares; 2025Q4: 16,352 shares 16,352 $6.36M 0.13% +6,330 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,285 shares; 2025Q1: 25,098 shares; 2025Q2: 36,228 shares; 2025Q3: 21,725 shares; 2025Q4: 27,761 shares 27,761 $6.36M 0.13% +6,036 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: 43,413 shares; 2024Q4: 40,557 shares; 2025Q1: 51,304 shares; 2025Q2: 101,507 shares; 2025Q3: 110,177 shares; 2025Q4: 97,741 shares 97,741 $6.3M 0.13% -12,436 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: 5,062 shares; 2024Q4: 2,943 shares; 2025Q1: 2,969 shares; 2025Q2: 3,412 shares; 2025Q3: 11,606 shares; 2025Q4: 27,905 shares 27,905 $6.29M 0.13% +16,299 Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,275 shares; 2025Q1: 62,786 shares; 2025Q2: 67,339 shares; 2025Q3: 83,372 shares; 2025Q4: 80,793 shares 80,793 $6.28M 0.13% -2,579 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: 383,793 shares; 2024Q4: 373,428 shares; 2025Q1: 372,323 shares; 2025Q2: 367,860 shares; 2025Q3: 361,997 shares; 2025Q4: 344,512 shares 344,512 $6.28M 0.13% -17,485 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: 44,753 shares; 2024Q4: 52,142 shares; 2025Q1: 53,294 shares; 2025Q2: 52,906 shares; 2025Q3: 52,582 shares; 2025Q4: 53,399 shares 53,399 $6.23M 0.13% +817 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,855 shares; 2024Q4: 136,634 shares; 2025Q1: 104,103 shares; 2025Q2: 97,386 shares; 2025Q3: 102,357 shares; 2025Q4: 104,838 shares 104,838 $6.21M 0.13% +2,481 Timeline GBND 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: 121,297 shares 121,297 $6.16M 0.13% 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: 16,996 shares; 2024Q4: 22,028 shares; 2025Q1: 22,705 shares; 2025Q2: 24,704 shares; 2025Q3: 29,037 shares; 2025Q4: 35,854 shares 35,854 $6.13M 0.13% +6,817 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,407 shares; 2025Q3: 32,967 shares; 2025Q4: 63,030 shares 63,030 $6.07M 0.12% +30,063 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: 8,902 shares; 2024Q4: 8,746 shares; 2025Q1: 8,786 shares; 2025Q2: 8,797 shares; 2025Q3: 5,857 shares; 2025Q4: 121,359 shares 121,359 $6.07M 0.12% +115,502 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: 21,836 shares; 2024Q4: 27,159 shares; 2025Q1: 25,066 shares; 2025Q2: 27,620 shares; 2025Q3: 32,079 shares; 2025Q4: 33,003 shares 33,003 $6.05M 0.12% +924 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: 92,810 shares; 2024Q4: 188,569 shares; 2025Q1: 207,311 shares; 2025Q2: 234,549 shares; 2025Q3: 263,568 shares; 2025Q4: 292,657 shares 292,657 $6.03M 0.12% +29,089 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,256 shares; 2025Q1: 2,331 shares; 2025Q2: 6,334 shares; 2025Q3: 27,314 shares; 2025Q4: 32,694 shares 32,694 $6.02M 0.12% +5,380 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 10,207 shares; 2025Q1: 10,366 shares; 2025Q2: 10,858 shares; 2025Q3: 11,137 shares; 2025Q4: 13,508 shares 13,508 $6.01M 0.12% +2,371 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: 56,956 shares; 2024Q4: 58,071 shares; 2025Q1: 102,381 shares; 2025Q2: 103,952 shares; 2025Q3: 76,793 shares; 2025Q4: 74,564 shares 74,564 $5.88M 0.12% -2,229 Timeline BBUS 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: 32,379 shares; 2025Q3: 40,999 shares; 2025Q4: 47,257 shares 47,257 $5.83M 0.12% +6,258 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,977 shares; 2024Q4: 21,748 shares; 2025Q1: 21,613 shares; 2025Q2: 22,737 shares; 2025Q3: 27,540 shares; 2025Q4: 27,908 shares 27,908 $5.83M 0.12% +368 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: 8,736 shares; 2025Q3: 13,170 shares; 2025Q4: 16,985 shares 16,985 $5.83M 0.12% +3,815 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: 80,602 shares; 2024Q4: 45,594 shares; 2025Q1: 40,442 shares; 2025Q2: 150,881 shares; 2025Q3: 146,227 shares; 2025Q4: 57,951 shares 57,951 $5.81M 0.12% -88,276 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: 34,236 shares; 2025Q1: 33,609 shares; 2025Q2: 44,800 shares; 2025Q3: 46,568 shares; 2025Q4: 44,093 shares 44,093 $5.78M 0.12% -2,475 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,289 shares; 2025Q1: 4,604 shares; 2025Q2: 4,929 shares; 2025Q3: 5,016 shares; 2025Q4: 95,070 shares 95,070 $5.74M 0.12% +90,054 Timeline PAAA 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: not reported; 2024Q4: 48,671 shares; 2025Q1: 77,692 shares; 2025Q2: 81,391 shares; 2025Q3: 82,036 shares; 2025Q4: 111,632 shares 111,632 $5.72M 0.12% +29,596 Timeline BLV 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: 62,370 shares; 2024Q4: 66,477 shares; 2025Q1: 66,904 shares; 2025Q2: 66,446 shares; 2025Q3: 75,908 shares; 2025Q4: 81,806 shares 81,806 $5.69M 0.12% +5,898 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: 15,841 shares; 2025Q1: 16,558 shares; 2025Q2: 15,882 shares; 2025Q3: 33,396 shares; 2025Q4: 33,197 shares 33,197 $5.68M 0.12% -199 Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF 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: 135,031 shares; 2025Q4: 151,901 shares 151,901 $5.67M 0.12% +16,870 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: 12,901 shares; 2024Q4: 12,709 shares; 2025Q1: 12,831 shares; 2025Q2: 13,166 shares; 2025Q3: 21,524 shares; 2025Q4: 39,354 shares 39,354 $5.67M 0.12% +17,830 Timeline IAGG 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: 55,643 shares; 2024Q4: 59,645 shares; 2025Q1: 66,015 shares; 2025Q2: 89,846 shares; 2025Q3: 100,751 shares; 2025Q4: 113,185 shares 113,185 $5.66M 0.12% +12,434 Timeline BSCT 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: 13,623 shares; 2024Q4: 96,227 shares; 2025Q1: 100,340 shares; 2025Q2: 137,713 shares; 2025Q3: 262,410 shares; 2025Q4: 299,026 shares 299,026 $5.63M 0.11% +36,616 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 5,995 shares; 2025Q1: 4,962 shares; 2025Q2: 9,780 shares; 2025Q3: 17,136 shares; 2025Q4: 19,177 shares 19,177 $5.63M 0.11% +2,041 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 162,291 shares; 2025Q4: 169,821 shares 169,821 $5.62M 0.11% +7,530 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: 23,368 shares; 2024Q4: 25,082 shares; 2025Q1: 25,724 shares; 2025Q2: 29,077 shares; 2025Q3: 36,295 shares; 2025Q4: 36,668 shares 36,668 $5.59M 0.11% +373 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 9,384 shares; 2025Q2: 7,229 shares; 2025Q3: 73,666 shares; 2025Q4: 109,683 shares 109,683 $5.52M 0.11% +36,017 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: 52,630 shares; 2024Q4: 54,609 shares; 2025Q1: 55,762 shares; 2025Q2: 60,642 shares; 2025Q3: 69,390 shares; 2025Q4: 72,932 shares 72,932 $5.5M 0.11% +3,542 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: 174,445 shares; 2024Q4: 189,444 shares; 2025Q1: 102,790 shares; 2025Q2: 87,758 shares; 2025Q3: 104,335 shares; 2025Q4: 122,462 shares 122,462 $5.45M 0.11% +18,127 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 4,172 shares; 2025Q1: 5,106 shares; 2025Q2: 9,898 shares; 2025Q3: 9,712 shares; 2025Q4: 9,788 shares 9,788 $5.41M 0.11% +76 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 6,247 shares; 2025Q1: 5,255 shares; 2025Q2: 6,823 shares; 2025Q3: 42,195 shares; 2025Q4: 38,129 shares 38,129 $5.38M 0.11% -4,066 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: 20,125 shares; 2024Q4: 22,293 shares; 2025Q1: 21,294 shares; 2025Q2: 25,403 shares; 2025Q3: 43,815 shares; 2025Q4: 42,545 shares 42,545 $5.33M 0.11% -1,270 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: 846 shares; 2024Q4: 781 shares; 2025Q1: 3,512 shares; 2025Q2: 5,280 shares; 2025Q3: 9,273 shares; 2025Q4: 16,986 shares 16,986 $5.31M 0.11% +7,713 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 5,522 shares; 2025Q1: 6,000 shares; 2025Q2: 6,112 shares; 2025Q3: 61,829 shares; 2025Q4: 79,888 shares 79,888 $5.31M 0.11% +18,059 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,004 shares; 2024Q4: 62,631 shares; 2025Q1: 78,009 shares; 2025Q2: 79,339 shares; 2025Q3: 91,604 shares; 2025Q4: 106,443 shares 106,443 $5.28M 0.11% +14,839 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: 117,850 shares; 2024Q4: 134,950 shares; 2025Q1: 127,070 shares; 2025Q2: 129,148 shares; 2025Q3: 171,789 shares; 2025Q4: 212,718 shares 212,718 $5.28M 0.11% +40,929 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 4,651 shares; 2025Q1: 5,037 shares; 2025Q2: 5,219 shares; 2025Q3: 7,396 shares; 2025Q4: 9,110 shares 9,110 $5.19M 0.11% +1,714 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 118,386 shares; 2025Q3: 134,129 shares; 2025Q4: 144,542 shares 144,542 $5.19M 0.11% +10,413 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: 38,476 shares; 2024Q4: 47,910 shares; 2025Q1: 58,708 shares; 2025Q2: 60,001 shares; 2025Q3: 82,401 shares; 2025Q4: 86,261 shares 86,261 $5.17M 0.11% +3,860 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,636 shares; 2024Q4: 14,376 shares; 2025Q1: 30,152 shares; 2025Q2: 45,954 shares; 2025Q3: 53,680 shares; 2025Q4: 72,275 shares 72,275 $5.16M 0.11% +18,595 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: not reported; 2025Q4: 144,640 shares 144,640 $5.13M 0.1% new 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: 6,402 shares; 2024Q4: 7,193 shares; 2025Q1: 7,478 shares; 2025Q2: 19,411 shares; 2025Q3: 10,106 shares; 2025Q4: 14,569 shares 14,569 $5.1M 0.1% +4,463 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,310 shares; 2024Q4: 70,548 shares; 2025Q1: 70,880 shares; 2025Q2: 73,378 shares; 2025Q3: 72,566 shares; 2025Q4: 72,567 shares 72,567 $5.06M 0.1% +1 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,802 shares; 2024Q4: 102,507 shares; 2025Q1: 144,420 shares; 2025Q2: 167,093 shares; 2025Q3: 177,189 shares; 2025Q4: 355,603 shares 355,603 $5.04M 0.1% +178,414 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259,971 shares 259,971 $4.99M 0.1% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,404 shares; 2024Q4: 14,143 shares; 2025Q1: 17,015 shares; 2025Q2: 14,860 shares; 2025Q3: 41,166 shares; 2025Q4: 53,869 shares 53,869 $4.98M 0.1% +12,703 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: 9,500 shares; 2024Q4: 9,044 shares; 2025Q1: 9,044 shares; 2025Q2: 9,044 shares; 2025Q3: 9,415 shares; 2025Q4: 35,471 shares 35,471 $4.94M 0.1% +26,056 Timeline PSH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,532 shares 97,532 $4.91M 0.1% new 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: 37,248 shares; 2024Q4: 42,122 shares; 2025Q1: 51,254 shares; 2025Q2: 49,586 shares; 2025Q3: 59,186 shares; 2025Q4: 55,951 shares 55,951 $4.8M 0.1% -3,235 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,960 shares; 2024Q4: 37,937 shares; 2025Q1: 41,905 shares; 2025Q2: 41,185 shares; 2025Q3: 46,424 shares; 2025Q4: 51,051 shares 51,051 $4.69M 0.1% +4,627 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: 26,279 shares; 2024Q4: 35,534 shares; 2025Q1: 39,243 shares; 2025Q2: 49,890 shares; 2025Q3: 175,164 shares; 2025Q4: 199,664 shares 199,664 $4.66M 0.1% +24,500 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 23,337 shares; 2025Q1: 22,205 shares; 2025Q2: 23,443 shares; 2025Q3: 24,745 shares; 2025Q4: 28,474 shares 28,474 $4.64M 0.09% +3,729 Timeline FTEC 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: 21,335 shares; 2024Q4: 20,769 shares; 2025Q1: 20,471 shares; 2025Q2: 20,946 shares; 2025Q3: 20,174 shares; 2025Q4: 20,606 shares 20,606 $4.63M 0.09% +432 Timeline OMFL 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: 122,188 shares; 2024Q4: 121,347 shares; 2025Q1: 61,147 shares; 2025Q2: 59,585 shares; 2025Q3: 62,907 shares; 2025Q4: 75,484 shares 75,484 $4.61M 0.09% +12,577 Timeline FJUL 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: 8,851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,650 shares; 2025Q3: 83,197 shares; 2025Q4: 82,413 shares 82,413 $4.61M 0.09% -784 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 64,266 shares 64,266 $4.58M 0.09% new 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: 24,378 shares; 2024Q4: 24,912 shares; 2025Q1: 27,507 shares; 2025Q2: 27,606 shares; 2025Q3: 38,504 shares; 2025Q4: 52,496 shares 52,496 $4.58M 0.09% +13,992 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: 63,346 shares; 2024Q4: 61,042 shares; 2025Q1: 57,031 shares; 2025Q2: 53,217 shares; 2025Q3: 54,651 shares; 2025Q4: 106,747 shares 106,747 $4.56M 0.09% +52,096 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: 14,166 shares; 2024Q4: 14,035 shares; 2025Q1: 14,369 shares; 2025Q2: 14,641 shares; 2025Q3: 27,403 shares; 2025Q4: 31,636 shares 31,636 $4.54M 0.09% +4,233 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: 16,131 shares; 2024Q4: 22,224 shares; 2025Q1: 19,433 shares; 2025Q2: 20,794 shares; 2025Q3: 24,454 shares; 2025Q4: 25,569 shares 25,569 $4.54M 0.09% +1,115 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,261 shares; 2024Q4: 49,305 shares; 2025Q1: 49,648 shares; 2025Q2: 47,293 shares; 2025Q3: 48,444 shares; 2025Q4: 54,073 shares 54,073 $4.53M 0.09% +5,629 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: 31,884 shares; 2024Q4: 33,001 shares; 2025Q1: 33,435 shares; 2025Q2: 39,870 shares; 2025Q3: 40,444 shares; 2025Q4: 41,004 shares 41,004 $4.52M 0.09% +560 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: 27,664 shares; 2024Q4: 25,672 shares; 2025Q1: 25,033 shares; 2025Q2: 25,541 shares; 2025Q3: 33,153 shares; 2025Q4: 38,448 shares 38,448 $4.51M 0.09% +5,295 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: 5,606 shares; 2024Q4: 5,535 shares; 2025Q1: 5,372 shares; 2025Q2: 9,372 shares; 2025Q3: 84,156 shares; 2025Q4: 84,177 shares 84,177 $4.46M 0.09% +21 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,668 shares; 2024Q4: 27,710 shares; 2025Q1: 23,307 shares; 2025Q2: 23,951 shares; 2025Q3: 26,315 shares; 2025Q4: 32,254 shares 32,254 $4.45M 0.09% +5,939 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: 1,193 shares; 2024Q4: 1,163 shares; 2025Q1: 1,789 shares; 2025Q2: 2,745 shares; 2025Q3: 3,305 shares; 2025Q4: 3,641 shares 3,641 $4.42M 0.09% +336 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: 86,991 shares; 2024Q4: 87,937 shares; 2025Q1: 88,997 shares; 2025Q2: 88,127 shares; 2025Q3: 88,012 shares; 2025Q4: 86,365 shares 86,365 $4.42M 0.09% -1,647 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: 14,370 shares; 2024Q4: 14,896 shares; 2025Q1: 13,356 shares; 2025Q2: 14,794 shares; 2025Q3: 16,137 shares; 2025Q4: 17,078 shares 17,078 $4.41M 0.09% +941 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 9,814 shares; 2025Q1: 11,473 shares; 2025Q2: 13,578 shares; 2025Q3: 16,135 shares; 2025Q4: 17,032 shares 17,032 $4.38M 0.09% +897 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: 17,503 shares; 2024Q4: 16,762 shares; 2025Q1: 15,288 shares; 2025Q2: 28,259 shares; 2025Q3: 24,284 shares; 2025Q4: 21,801 shares 21,801 $4.35M 0.09% -2,483 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,508 shares; 2024Q4: 12,956 shares; 2025Q1: 3,706 shares; 2025Q2: 19,580 shares; 2025Q3: 28,144 shares; 2025Q4: 32,623 shares 32,623 $4.33M 0.09% +4,479 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: 28,723 shares; 2024Q4: 28,642 shares; 2025Q1: 29,132 shares; 2025Q2: 30,613 shares; 2025Q3: 34,528 shares; 2025Q4: 51,415 shares 51,415 $4.33M 0.09% +16,887 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 35,106 shares; 2025Q1: 56,625 shares; 2025Q2: 59,402 shares; 2025Q3: 85,129 shares; 2025Q4: 90,172 shares 90,172 $4.3M 0.09% +5,043 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: 14,665 shares; 2024Q4: 15,276 shares; 2025Q1: 14,344 shares; 2025Q2: 16,382 shares; 2025Q3: 17,892 shares; 2025Q4: 17,790 shares 17,790 $4.29M 0.09% -102 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: 19,495 shares; 2024Q4: 16,852 shares; 2025Q1: 15,870 shares; 2025Q2: 17,169 shares; 2025Q3: 21,444 shares; 2025Q4: 22,385 shares 22,385 $4.29M 0.09% +941 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: 15,762 shares; 2024Q4: 16,342 shares; 2025Q1: 17,014 shares; 2025Q2: 17,151 shares; 2025Q3: 22,563 shares; 2025Q4: 30,718 shares 30,718 $4.27M 0.09% +8,155 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,931 shares; 2025Q3: 22,859 shares; 2025Q4: 23,628 shares 23,628 $4.26M 0.09% +769 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: 24,216 shares; 2024Q4: 44,412 shares; 2025Q1: 25,251 shares; 2025Q2: 29,345 shares; 2025Q3: 31,572 shares; 2025Q4: 31,998 shares 31,998 $4.25M 0.09% +426 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: 7,420 shares; 2025Q1: 26,369 shares; 2025Q2: 39,792 shares; 2025Q3: 35,831 shares; 2025Q4: 37,351 shares 37,351 $4.22M 0.09% +1,520 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: 13,840 shares; 2024Q4: 13,793 shares; 2025Q1: 25,109 shares; 2025Q2: 43,610 shares; 2025Q3: 46,020 shares; 2025Q4: 42,257 shares 42,257 $4.22M 0.09% -3,763 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: 65,715 shares; 2024Q4: 70,562 shares; 2025Q1: 67,580 shares; 2025Q2: 68,522 shares; 2025Q3: 75,834 shares; 2025Q4: 78,391 shares 78,391 $4.18M 0.09% +2,557 Timeline KOMP 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: 66,593 shares; 2024Q4: 72,174 shares; 2025Q1: 69,671 shares; 2025Q2: 72,685 shares; 2025Q3: 69,665 shares; 2025Q4: 69,983 shares 69,983 $4.18M 0.09% +318 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,925 shares; 2025Q1: 33,399 shares; 2025Q2: 45,458 shares; 2025Q3: 51,965 shares; 2025Q4: 91,581 shares 91,581 $4.17M 0.09% +39,616 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: 1,704 shares; 2024Q4: 2,262 shares; 2025Q1: 2,251 shares; 2025Q2: 2,167 shares; 2025Q3: 5,262 shares; 2025Q4: 7,920 shares 7,920 $4.14M 0.08% +2,658 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: 4,904 shares; 2024Q4: 5,357 shares; 2025Q1: 4,163 shares; 2025Q2: 4,203 shares; 2025Q3: 4,454 shares; 2025Q4: 5,018 shares 5,018 $4.12M 0.08% +564 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,943 shares; 2025Q3: 6,094 shares; 2025Q4: 6,058 shares 6,058 $4.1M 0.08% -36 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: 36,224 shares; 2024Q4: 21,315 shares; 2025Q1: 20,944 shares; 2025Q2: 20,984 shares; 2025Q3: 22,094 shares; 2025Q4: 23,097 shares 23,097 $4.1M 0.08% +1,003 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,139 shares; 2025Q3: 54,273 shares; 2025Q4: 58,381 shares 58,381 $4.07M 0.08% +4,108 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: 33,446 shares; 2024Q4: 33,548 shares; 2025Q1: 12,068 shares; 2025Q2: 13,857 shares; 2025Q3: 13,884 shares; 2025Q4: 16,026 shares 16,026 $4.05M 0.08% +2,142 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,826 shares; 2024Q4: 49,419 shares; 2025Q1: 56,728 shares; 2025Q2: 61,964 shares; 2025Q3: 66,033 shares; 2025Q4: 40,404 shares 40,404 $4.03M 0.08% -25,629 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: 6,851 shares; 2024Q4: 8,653 shares; 2025Q1: 9,463 shares; 2025Q2: 8,916 shares; 2025Q3: 10,553 shares; 2025Q4: 12,260 shares 12,260 $4.01M 0.08% +1,707 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: 10,207 shares; 2024Q4: 5,158 shares; 2025Q1: 5,969 shares; 2025Q2: 5,556 shares; 2025Q3: 8,373 shares; 2025Q4: 13,948 shares 13,948 $3.98M 0.08% +5,575 Timeline FLGV 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: 15,369 shares; 2025Q4: 191,264 shares 191,264 $3.92M 0.08% +175,895 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: 26,335 shares; 2024Q4: 15,442 shares; 2025Q1: 16,244 shares; 2025Q2: 15,446 shares; 2025Q3: 15,060 shares; 2025Q4: 14,021 shares 14,021 $3.88M 0.08% -1,039 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: 35,094 shares; 2024Q4: 36,168 shares; 2025Q1: 37,101 shares; 2025Q2: 37,435 shares; 2025Q3: 41,494 shares; 2025Q4: 43,698 shares 43,698 $3.87M 0.08% +2,204 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: 6,124 shares; 2024Q4: 4,873 shares; 2025Q1: 5,768 shares; 2025Q2: 70,207 shares; 2025Q3: 66,629 shares; 2025Q4: 64,139 shares 64,139 $3.85M 0.08% -2,490 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 3,215 shares; 2025Q1: 5,895 shares; 2025Q2: 3,982 shares; 2025Q3: 8,745 shares; 2025Q4: 35,746 shares 35,746 $3.83M 0.08% +27,001 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: 7,266 shares; 2024Q4: 4,689 shares; 2025Q1: 4,689 shares; 2025Q2: 14,941 shares; 2025Q3: 21,387 shares; 2025Q4: 82,394 shares 82,394 $3.81M 0.08% +61,007 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,915 shares; 2024Q4: 23,316 shares; 2025Q1: 14,975 shares; 2025Q2: 15,526 shares; 2025Q3: 19,278 shares; 2025Q4: 21,531 shares 21,531 $3.78M 0.08% +2,253 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 4 shares; 2025Q4: 5 shares 5 $3.77M 0.08% +1 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: 45,723 shares; 2024Q4: 42,777 shares; 2025Q1: 43,853 shares; 2025Q2: 42,484 shares; 2025Q3: 71,213 shares; 2025Q4: 38,710 shares 38,710 $3.72M 0.08% -32,503 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: 6,942 shares; 2024Q4: 6,431 shares; 2025Q1: 4,097 shares; 2025Q2: 43,306 shares; 2025Q3: 44,345 shares; 2025Q4: 50,515 shares 50,515 $3.71M 0.08% +6,170 Timeline PYLD 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: not reported; 2025Q2: not reported; 2025Q3: 137,103 shares; 2025Q4: 138,716 shares 138,716 $3.7M 0.08% +1,613 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,071 shares; 2024Q4: 81,428 shares; 2025Q1: 79,535 shares; 2025Q2: 53,654 shares; 2025Q3: 58,376 shares; 2025Q4: 61,438 shares 61,438 $3.69M 0.08% +3,062 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 56,461 shares 56,461 $3.69M 0.08% 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: 41,602 shares; 2024Q4: 41,599 shares; 2025Q1: 43,862 shares; 2025Q2: 47,361 shares; 2025Q3: 51,632 shares; 2025Q4: 51,547 shares 51,547 $3.68M 0.08% -85 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,403 shares; 2024Q4: 48,022 shares; 2025Q1: 59,025 shares; 2025Q2: 62,432 shares; 2025Q3: 64,294 shares; 2025Q4: 72,320 shares 72,320 $3.68M 0.08% +8,026 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,583 shares; 2024Q4: 45,711 shares; 2025Q1: 57,402 shares; 2025Q2: 62,401 shares; 2025Q3: 64,405 shares; 2025Q4: 72,690 shares 72,690 $3.67M 0.07% +8,285 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 4,654 shares; 2025Q4: 44,123 shares 44,123 $3.64M 0.07% +39,469 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: 53,657 shares; 2024Q4: 66,806 shares; 2025Q1: 77,322 shares; 2025Q2: 65,617 shares; 2025Q3: 50,138 shares; 2025Q4: 60,683 shares 60,683 $3.64M 0.07% +10,545 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,541 shares; 2024Q4: 17,168 shares; 2025Q1: 18,225 shares; 2025Q2: 17,633 shares; 2025Q3: 21,235 shares; 2025Q4: 22,455 shares 22,455 $3.61M 0.07% +1,220 Timeline IQLT 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: 97,298 shares; 2024Q4: 62,168 shares; 2025Q1: 69,492 shares; 2025Q2: 71,599 shares; 2025Q3: 74,723 shares; 2025Q4: 79,227 shares 79,227 $3.6M 0.07% +4,504 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 2,709 shares; 2025Q1: 4,285 shares; 2025Q2: 5,054 shares; 2025Q3: 10,815 shares; 2025Q4: 17,215 shares 17,215 $3.58M 0.07% +6,400 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,257 shares; 2025Q1: 3,169 shares; 2025Q2: 3,197 shares; 2025Q3: 10,176 shares; 2025Q4: 14,119 shares 14,119 $3.58M 0.07% +3,943 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: 110,188 shares; 2024Q4: 112,238 shares; 2025Q1: 118,225 shares; 2025Q2: 84,163 shares; 2025Q3: 107,131 shares; 2025Q4: 143,176 shares 143,176 $3.57M 0.07% +36,045 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: 26,964 shares; 2024Q4: 28,425 shares; 2025Q1: 96,847 shares; 2025Q2: 28,483 shares; 2025Q3: 43,641 shares; 2025Q4: 48,425 shares 48,425 $3.56M 0.07% +4,784 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,248 shares; 2025Q1: 38,280 shares; 2025Q2: 52,585 shares; 2025Q3: 57,009 shares; 2025Q4: 60,663 shares 60,663 $3.56M 0.07% +3,654 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: 17,600 shares; 2024Q4: 21,037 shares; 2025Q1: 21,494 shares; 2025Q2: 23,222 shares; 2025Q3: 32,386 shares; 2025Q4: 37,756 shares 37,756 $3.53M 0.07% +5,370 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: 43,066 shares; 2024Q4: 44,476 shares; 2025Q1: 47,817 shares; 2025Q2: 53,503 shares; 2025Q3: 66,594 shares; 2025Q4: 60,915 shares 60,915 $3.51M 0.07% -5,679 Timeline JIRE 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: 7,705 shares; 2025Q4: 46,195 shares 46,195 $3.46M 0.07% +38,490 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: 7,330 shares; 2024Q4: 7,825 shares; 2025Q1: 6,374 shares; 2025Q2: 6,435 shares; 2025Q3: 8,114 shares; 2025Q4: 10,212 shares 10,212 $3.44M 0.07% +2,098 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: 951 shares; 2025Q1: 920 shares; 2025Q2: 780 shares; 2025Q3: 4,828 shares; 2025Q4: 5,096 shares 5,096 $3.43M 0.07% +268 Timeline AFLG 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: 87,452 shares 87,452 $3.42M 0.07% new Timeline AAON AAON INC More: the full row for AAON 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: 47,224 shares; 2025Q3: 46,522 shares; 2025Q4: 44,226 shares 44,226 $3.37M 0.07% -2,296 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: 7,542 shares; 2024Q4: 8,714 shares; 2025Q1: 4,030 shares; 2025Q2: 4,233 shares; 2025Q3: 6,548 shares; 2025Q4: 6,889 shares 6,889 $3.33M 0.07% +341 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: 1,512 shares; 2024Q4: not reported; 2025Q1: 1,573 shares; 2025Q2: 3,325 shares; 2025Q3: 13,063 shares; 2025Q4: 22,119 shares 22,119 $3.33M 0.07% +9,056 Timeline SGVT 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: 33,196 shares; 2025Q4: 32,875 shares 32,875 $3.3M 0.07% -321 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: 16,783 shares; 2024Q4: 15,367 shares; 2025Q1: 13,235 shares; 2025Q2: 39,613 shares; 2025Q3: 29,104 shares; 2025Q4: 28,786 shares 28,786 $3.28M 0.07% -318 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: 9,788 shares; 2024Q4: 12,635 shares; 2025Q1: 12,882 shares; 2025Q2: 13,509 shares; 2025Q3: 15,809 shares; 2025Q4: 14,842 shares 14,842 $3.26M 0.07% -967 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 1,969 shares; 2025Q1: 1,924 shares; 2025Q2: 1,877 shares; 2025Q3: 2,174 shares; 2025Q4: 2,405 shares 2,405 $3.2M 0.07% +231 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,413 shares; 2025Q1: 2,702 shares; 2025Q2: 2,755 shares; 2025Q3: 3,635 shares; 2025Q4: 9,118 shares 9,118 $3.2M 0.07% +5,483 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: 21,659 shares; 2024Q4: 21,110 shares; 2025Q1: 29,428 shares; 2025Q2: 33,461 shares; 2025Q3: 50,809 shares; 2025Q4: 39,070 shares 39,070 $3.19M 0.07% -11,739 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 3,724 shares; 2025Q1: 17,175 shares; 2025Q2: 17,423 shares; 2025Q3: 19,097 shares; 2025Q4: 19,429 shares 19,429 $3.17M 0.06% +332 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,842 shares; 2024Q4: 18,719 shares; 2025Q1: 19,347 shares; 2025Q2: 18,499 shares; 2025Q3: 18,938 shares; 2025Q4: 28,562 shares 28,562 $3.14M 0.06% +9,624 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 5,368 shares; 2025Q1: 5,903 shares; 2025Q2: 18,773 shares; 2025Q3: 22,618 shares; 2025Q4: 32,597 shares 32,597 $3.1M 0.06% +9,979 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 18,881 shares; 2025Q3: 19,335 shares; 2025Q4: 19,795 shares 19,795 $3.1M 0.06% +460 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,340 shares; 2024Q4: 63,418 shares; 2025Q1: 60,891 shares; 2025Q2: 62,132 shares; 2025Q3: 56,573 shares; 2025Q4: 60,830 shares 60,830 $3.09M 0.06% +4,257 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,938 shares; 2025Q3: 117,838 shares; 2025Q4: 117,838 shares 117,838 $3.06M 0.06% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES 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: 3,892 shares; 2025Q4: 17,695 shares 17,695 $3.06M 0.06% +13,803 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: 510 shares; 2024Q4: 858 shares; 2025Q1: 793 shares; 2025Q2: 40,390 shares; 2025Q3: 41,099 shares; 2025Q4: 33,482 shares 33,482 $3.05M 0.06% -7,617 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: 27,302 shares; 2024Q4: 32,617 shares; 2025Q1: 51,954 shares; 2025Q2: 52,787 shares; 2025Q3: 42,768 shares; 2025Q4: 79,309 shares 79,309 $3.04M 0.06% +36,541 Timeline LCTU 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: 41,388 shares; 2024Q4: 41,304 shares; 2025Q1: 40,899 shares; 2025Q2: 43,121 shares; 2025Q3: 41,523 shares; 2025Q4: 41,006 shares 41,006 $3.04M 0.06% -517 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 6,394 shares; 2025Q1: 6,710 shares; 2025Q2: 9,016 shares; 2025Q3: 11,564 shares; 2025Q4: 22,247 shares 22,247 $3.02M 0.06% +10,683 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,979 shares; 2025Q1: 1,286 shares; 2025Q2: 2,075 shares; 2025Q3: 8,511 shares; 2025Q4: 13,870 shares 13,870 $3.01M 0.06% +5,359 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: 14,285 shares; 2024Q4: 15,721 shares; 2025Q1: 12,813 shares; 2025Q2: 12,302 shares; 2025Q3: 20,934 shares; 2025Q4: 44,809 shares 44,809 $3.01M 0.06% +23,875 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: 3,496 shares; 2024Q4: 2,610 shares; 2025Q1: 2,528 shares; 2025Q2: 3,204 shares; 2025Q3: 4,838 shares; 2025Q4: 5,157 shares 5,157 $2.99M 0.06% +319 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: 3,546 shares; 2025Q1: 3,241 shares; 2025Q2: 2,357 shares; 2025Q3: 2,505 shares; 2025Q4: 2,772 shares 2,772 $2.97M 0.06% +267 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 38,219 shares; 2025Q4: 44,278 shares 44,278 $2.96M 0.06% +6,059 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: 8,174 shares; 2024Q4: 8,073 shares; 2025Q1: 7,993 shares; 2025Q2: 7,940 shares; 2025Q3: 11,652 shares; 2025Q4: 13,781 shares 13,781 $2.96M 0.06% +2,129 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: 2,455 shares; 2024Q4: 3,397 shares; 2025Q1: 3,128 shares; 2025Q2: 4,973 shares; 2025Q3: 8,878 shares; 2025Q4: 8,389 shares 8,389 $2.95M 0.06% -489 Timeline USHY 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: 80,627 shares; 2024Q4: 71,161 shares; 2025Q1: not reported; 2025Q2: 7,574 shares; 2025Q3: 96,216 shares; 2025Q4: 78,717 shares 78,717 $2.94M 0.06% -17,499 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: 49,681 shares; 2024Q4: 54,375 shares; 2025Q1: 41,960 shares; 2025Q2: 43,186 shares; 2025Q3: 44,186 shares; 2025Q4: 63,998 shares 63,998 $2.94M 0.06% +19,812 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: 3,123 shares; 2024Q4: 2,975 shares; 2025Q1: 4,153 shares; 2025Q2: 4,020 shares; 2025Q3: 2,633 shares; 2025Q4: 19,157 shares 19,157 $2.93M 0.06% +16,524 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: 7,986 shares; 2024Q4: 8,753 shares; 2025Q1: 10,270 shares; 2025Q2: 10,403 shares; 2025Q3: 15,036 shares; 2025Q4: 14,897 shares 14,897 $2.91M 0.06% -139 Timeline BSCU 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: 149,911 shares; 2025Q4: 171,548 shares 171,548 $2.9M 0.06% +21,637 Timeline EWJ 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: 24,996 shares; 2024Q4: 21,082 shares; 2025Q1: 24,866 shares; 2025Q2: 26,800 shares; 2025Q3: 26,814 shares; 2025Q4: 35,723 shares 35,723 $2.88M 0.06% +8,909 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: 3,023 shares; 2024Q4: 3,884 shares; 2025Q1: 3,577 shares; 2025Q2: 5,156 shares; 2025Q3: 5,817 shares; 2025Q4: 6,158 shares 6,158 $2.87M 0.06% +341 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 12,547 shares; 2025Q1: 12,164 shares; 2025Q2: 10,326 shares; 2025Q3: 41,169 shares; 2025Q4: 77,352 shares 77,352 $2.86M 0.06% +36,183 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: 10,841 shares; 2024Q4: 10,825 shares; 2025Q1: 10,094 shares; 2025Q2: 10,030 shares; 2025Q3: 16,843 shares; 2025Q4: 24,630 shares 24,630 $2.86M 0.06% +7,787 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,039 shares; 2024Q4: 78,964 shares; 2025Q1: 81,674 shares; 2025Q2: 90,857 shares; 2025Q3: 87,789 shares; 2025Q4: 111,953 shares 111,953 $2.86M 0.06% +24,164 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: 3,117 shares; 2024Q4: 4,959 shares; 2025Q1: 4,676 shares; 2025Q2: 4,329 shares; 2025Q3: 5,130 shares; 2025Q4: 6,698 shares 6,698 $2.86M 0.06% +1,568 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: 4,226 shares; 2024Q4: 4,124 shares; 2025Q1: 4,378 shares; 2025Q2: 3,339 shares; 2025Q3: 3,976 shares; 2025Q4: 5,006 shares 5,006 $2.84M 0.06% +1,030 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: 14,841 shares; 2024Q4: 15,154 shares; 2025Q1: 16,397 shares; 2025Q2: 15,997 shares; 2025Q3: 20,263 shares; 2025Q4: 18,295 shares 18,295 $2.83M 0.06% -1,968 Timeline CBXY CALAMOS ETF TR More: the full row for CALAMOS 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: 128,439 shares; 2025Q4: 121,928 shares 121,928 $2.82M 0.06% -6,511 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: 38,082 shares; 2024Q4: 52,532 shares; 2025Q1: 52,474 shares; 2025Q2: 52,076 shares; 2025Q3: 60,657 shares; 2025Q4: 58,843 shares 58,843 $2.81M 0.06% -1,814 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,235 shares; 2025Q1: 19,326 shares; 2025Q2: 19,334 shares; 2025Q3: 19,557 shares; 2025Q4: 19,513 shares 19,513 $2.78M 0.06% -44 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: 6,948 shares; 2024Q4: 9,699 shares; 2025Q1: 10,513 shares; 2025Q2: 11,438 shares; 2025Q3: 12,618 shares; 2025Q4: 14,755 shares 14,755 $2.77M 0.06% +2,137 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 7,075 shares; 2025Q1: 7,329 shares; 2025Q2: 13,794 shares; 2025Q3: 18,805 shares; 2025Q4: 13,017 shares 13,017 $2.76M 0.06% -5,788 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: 4,183 shares; 2024Q4: 5,235 shares; 2025Q1: 4,188 shares; 2025Q2: 4,101 shares; 2025Q3: 8,825 shares; 2025Q4: 10,184 shares 10,184 $2.73M 0.06% +1,359 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,775 shares; 2024Q4: 12,282 shares; 2025Q1: 13,754 shares; 2025Q2: 14,613 shares; 2025Q3: 17,319 shares; 2025Q4: 21,289 shares 21,289 $2.72M 0.06% +3,970 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: 6,189 shares; 2024Q4: 6,132 shares; 2025Q1: 3,574 shares; 2025Q2: 4,730 shares; 2025Q3: 7,361 shares; 2025Q4: 7,688 shares 7,688 $2.72M 0.06% +327 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,442 shares; 2024Q4: 36,395 shares; 2025Q1: 36,070 shares; 2025Q2: 35,668 shares; 2025Q3: 34,912 shares; 2025Q4: 39,296 shares 39,296 $2.69M 0.05% +4,384 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: 14,790 shares; 2024Q4: 14,645 shares; 2025Q1: 10,536 shares; 2025Q2: 8,348 shares; 2025Q3: 8,430 shares; 2025Q4: 7,397 shares 7,397 $2.66M 0.05% -1,033 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 9,228 shares; 2025Q1: 10,692 shares; 2025Q2: 11,024 shares; 2025Q3: 13,298 shares; 2025Q4: 13,714 shares 13,714 $2.66M 0.05% +416 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: 10,312 shares; 2024Q4: 15,885 shares; 2025Q1: 3,372 shares; 2025Q2: 14,015 shares; 2025Q3: 17,309 shares; 2025Q4: 16,360 shares 16,360 $2.65M 0.05% -949 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 9,876 shares; 2025Q1: 11,245 shares; 2025Q2: 14,882 shares; 2025Q3: 17,516 shares; 2025Q4: 17,786 shares 17,786 $2.65M 0.05% +270 Timeline EMXC 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: 14,859 shares; 2024Q4: 10,570 shares; 2025Q1: 6,057 shares; 2025Q2: 11,530 shares; 2025Q3: 13,605 shares; 2025Q4: 36,382 shares 36,382 $2.64M 0.05% +22,777 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 14,821 shares; 2025Q1: 13,916 shares; 2025Q2: 71,288 shares; 2025Q3: 71,574 shares; 2025Q4: 67,500 shares 67,500 $2.64M 0.05% -4,074 Timeline JMID JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,910 shares; 2025Q4: 90,771 shares 90,771 $2.64M 0.05% -2,139 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 11,401 shares; 2025Q1: 11,167 shares; 2025Q2: 13,206 shares; 2025Q3: 18,313 shares; 2025Q4: 20,429 shares 20,429 $2.57M 0.05% +2,116 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: 82,845 shares; 2024Q4: 77,686 shares; 2025Q1: 75,039 shares; 2025Q2: 76,780 shares; 2025Q3: 75,909 shares; 2025Q4: 82,875 shares 82,875 $2.57M 0.05% +6,966 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: 25,003 shares; 2024Q4: 27,454 shares; 2025Q1: 30,648 shares; 2025Q2: 34,584 shares; 2025Q3: 36,479 shares; 2025Q4: 39,354 shares 39,354 $2.56M 0.05% +2,875 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: 13,613 shares; 2024Q4: 13,963 shares; 2025Q1: 9,821 shares; 2025Q2: 11,521 shares; 2025Q3: 12,261 shares; 2025Q4: 12,064 shares 12,064 $2.55M 0.05% -197 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,207 shares; 2025Q1: 27,064 shares; 2025Q2: 28,668 shares; 2025Q3: 29,703 shares; 2025Q4: 32,437 shares 32,437 $2.55M 0.05% +2,734 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,386 shares; 2025Q1: 5,207 shares; 2025Q2: 5,656 shares; 2025Q3: 6,427 shares; 2025Q4: 13,694 shares 13,694 $2.53M 0.05% +7,267 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS 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: 19,238 shares; 2025Q3: 20,284 shares; 2025Q4: 20,291 shares 20,291 $2.53M 0.05% +7 Timeline IMFL 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: 137,533 shares; 2024Q4: 151,890 shares; 2025Q1: 75,281 shares; 2025Q2: 67,445 shares; 2025Q3: 69,955 shares; 2025Q4: 84,329 shares 84,329 $2.51M 0.05% +14,374 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,706 shares; 2025Q1: 877 shares; 2025Q2: 1,229 shares; 2025Q3: 4,523 shares; 2025Q4: 5,328 shares 5,328 $2.5M 0.05% +805 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,187 shares; 2025Q4: 100,750 shares 100,750 $2.49M 0.05% +2,563 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,173 shares; 2024Q4: 271,765 shares; 2025Q1: 271,675 shares; 2025Q2: 270,548 shares; 2025Q3: 268,544 shares; 2025Q4: 262,005 shares 262,005 $2.47M 0.05% -6,539 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 7,504 shares; 2025Q1: 7,059 shares; 2025Q2: 6,930 shares; 2025Q3: 13,533 shares; 2025Q4: 11,713 shares 11,713 $2.46M 0.05% -1,820 Timeline EFAV 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: 27,107 shares; 2025Q3: 27,535 shares; 2025Q4: 28,557 shares 28,557 $2.46M 0.05% +1,022 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,633 shares; 2025Q3: not reported; 2025Q4: 44,877 shares 44,877 $2.46M 0.05% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,622 shares; 2025Q1: 5,051 shares; 2025Q2: 42,037 shares; 2025Q3: 40,684 shares; 2025Q4: 38,316 shares 38,316 $2.45M 0.05% -2,368 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: 22,447 shares; 2024Q4: 24,868 shares; 2025Q1: 21,926 shares; 2025Q2: 21,498 shares; 2025Q3: 22,325 shares; 2025Q4: 21,878 shares 21,878 $2.41M 0.05% -447 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,892 shares; 2024Q4: 107,095 shares; 2025Q1: 119,104 shares; 2025Q2: 118,686 shares; 2025Q3: 139,347 shares; 2025Q4: 138,075 shares 138,075 $2.4M 0.05% -1,272 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 142 shares; 2025Q1: 196 shares; 2025Q2: 843 shares; 2025Q3: 862 shares; 2025Q4: 703 shares 703 $2.38M 0.05% -159 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 7,975 shares; 2025Q1: 7,153 shares; 2025Q2: 7,292 shares; 2025Q3: 8,191 shares; 2025Q4: 8,213 shares 8,213 $2.38M 0.05% +22 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,716 shares; 2025Q1: 11,979 shares; 2025Q2: 10,535 shares; 2025Q3: 11,254 shares; 2025Q4: 11,566 shares 11,566 $2.38M 0.05% +312 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: 44,919 shares; 2024Q4: 43,832 shares; 2025Q1: 54,477 shares; 2025Q2: 59,590 shares; 2025Q3: 71,223 shares; 2025Q4: 74,095 shares 74,095 $2.38M 0.05% +2,872 Timeline JAVA 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: 22,956 shares; 2025Q3: 28,998 shares; 2025Q4: 33,099 shares 33,099 $2.37M 0.05% +4,101 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: 5,673 shares; 2024Q4: 8,251 shares; 2025Q1: 8,459 shares; 2025Q2: 9,699 shares; 2025Q3: 11,828 shares; 2025Q4: 10,923 shares 10,923 $2.37M 0.05% -905 Timeline VSS 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: 17,912 shares; 2024Q4: 19,080 shares; 2025Q1: 14,617 shares; 2025Q2: 14,648 shares; 2025Q3: 15,189 shares; 2025Q4: 16,283 shares 16,283 $2.33M 0.05% +1,094 Timeline AFSM 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: 10,770 shares; 2025Q4: 70,566 shares 70,566 $2.32M 0.05% +59,796 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: 24,174 shares; 2024Q4: 29,376 shares; 2025Q1: 24,933 shares; 2025Q2: 22,605 shares; 2025Q3: 33,647 shares; 2025Q4: 42,815 shares 42,815 $2.31M 0.05% +9,168 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: 13,452 shares; 2024Q4: 13,387 shares; 2025Q1: 14,187 shares; 2025Q2: 13,942 shares; 2025Q3: 20,047 shares; 2025Q4: 19,991 shares 19,991 $2.31M 0.05% -56 Timeline UNOV 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: 106,910 shares; 2025Q1: 100,732 shares; 2025Q2: 99,574 shares; 2025Q3: 97,006 shares; 2025Q4: 60,561 shares 60,561 $2.3M 0.05% -36,445 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,460 shares; 2024Q4: 15,565 shares; 2025Q1: 15,639 shares; 2025Q2: 15,692 shares; 2025Q3: 14,813 shares; 2025Q4: 21,765 shares 21,765 $2.3M 0.05% +6,952 Timeline FTHF 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: 69,278 shares 69,278 $2.29M 0.05% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 2,459 shares; 2025Q1: 2,571 shares; 2025Q2: 12,797 shares; 2025Q3: 12,227 shares; 2025Q4: 8,764 shares 8,764 $2.27M 0.05% -3,463 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,884 shares; 2024Q4: 27,572 shares; 2025Q1: 27,568 shares; 2025Q2: 24,618 shares; 2025Q3: 26,292 shares; 2025Q4: 27,896 shares 27,896 $2.27M 0.05% +1,604 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,819 shares; 2025Q1: 2,404 shares; 2025Q2: 2,739 shares; 2025Q3: 5,939 shares; 2025Q4: 14,789 shares 14,789 $2.26M 0.05% +8,850 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,281 shares; 2025Q1: 2,526 shares; 2025Q2: 3,298 shares; 2025Q3: 3,663 shares; 2025Q4: 6,667 shares 6,667 $2.25M 0.05% +3,004 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: 16,709 shares; 2024Q4: 19,006 shares; 2025Q1: 23,637 shares; 2025Q2: 27,380 shares; 2025Q3: 29,242 shares; 2025Q4: 26,883 shares 26,883 $2.25M 0.05% -2,359 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: 16,483 shares; 2024Q4: 18,008 shares; 2025Q1: 23,384 shares; 2025Q2: 16,362 shares; 2025Q3: 13,875 shares; 2025Q4: 13,873 shares 13,873 $2.23M 0.05% -2 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: 11,568 shares; 2024Q4: 11,629 shares; 2025Q1: 10,940 shares; 2025Q2: 10,677 shares; 2025Q3: 17,397 shares; 2025Q4: 22,461 shares 22,461 $2.23M 0.05% +5,064 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: 1,855 shares; 2024Q4: 1,782 shares; 2025Q1: 1,690 shares; 2025Q2: 1,727 shares; 2025Q3: 2,927 shares; 2025Q4: 3,916 shares 3,916 $2.22M 0.05% +989 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,512 shares; 2025Q1: 39,074 shares; 2025Q2: 35,433 shares; 2025Q3: 35,176 shares; 2025Q4: 36,768 shares 36,768 $2.22M 0.05% +1,592 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,174 shares 7,174 $2.22M 0.05% new Timeline SCHH 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: 66,191 shares; 2024Q4: 75,013 shares; 2025Q1: 91,719 shares; 2025Q2: 95,820 shares; 2025Q3: 101,300 shares; 2025Q4: 104,964 shares 104,964 $2.19M 0.04% +3,664 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: 7,350 shares; 2024Q4: 12,300 shares; 2025Q1: 22,003 shares; 2025Q2: 16,277 shares; 2025Q3: 18,752 shares; 2025Q4: 22,081 shares 22,081 $2.19M 0.04% +3,329 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: 55,129 shares; 2024Q4: 52,922 shares; 2025Q1: 60,814 shares; 2025Q2: 57,378 shares; 2025Q3: 60,919 shares; 2025Q4: 58,987 shares 58,987 $2.18M 0.04% -1,932 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,372 shares; 2025Q1: 1,223 shares; 2025Q2: 9,726 shares; 2025Q3: 10,560 shares; 2025Q4: 10,564 shares 10,564 $2.17M 0.04% +4 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,557 shares; 2025Q4: 78,459 shares 78,459 $2.17M 0.04% +16,902 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: 25,503 shares; 2024Q4: 25,284 shares; 2025Q1: 23,102 shares; 2025Q2: 21,428 shares; 2025Q3: 21,617 shares; 2025Q4: 20,822 shares 20,822 $2.17M 0.04% -795 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,295 shares; 2025Q1: 4,267 shares; 2025Q2: 4,100 shares; 2025Q3: 18,799 shares; 2025Q4: 32,614 shares 32,614 $2.16M 0.04% +13,815 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: 2,849 shares; 2024Q4: 3,250 shares; 2025Q1: 3,279 shares; 2025Q2: 3,243 shares; 2025Q3: 7,247 shares; 2025Q4: 7,482 shares 7,482 $2.16M 0.04% +235 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 46,434 shares; 2025Q4: 50,746 shares 50,746 $2.16M 0.04% +4,312 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: 7,025 shares; 2024Q4: 7,004 shares; 2025Q1: 46,333 shares; 2025Q2: 47,070 shares; 2025Q3: 42,500 shares; 2025Q4: 38,156 shares 38,156 $2.16M 0.04% -4,344 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: 45,795 shares; 2024Q4: 58,935 shares; 2025Q1: 75,144 shares; 2025Q2: 119,035 shares; 2025Q3: 128,936 shares; 2025Q4: 130,515 shares 130,515 $2.15M 0.04% +1,579 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,281 shares; 2024Q4: 145,766 shares; 2025Q1: 146,972 shares; 2025Q2: 149,673 shares; 2025Q3: 152,408 shares; 2025Q4: 162,249 shares 162,249 $2.15M 0.04% +9,841 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: 38,469 shares; 2024Q4: 42,882 shares; 2025Q1: 11,643 shares; 2025Q2: 10,681 shares; 2025Q3: 10,883 shares; 2025Q4: 11,100 shares 11,100 $2.15M 0.04% +217 Timeline VTWO 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: 18,603 shares; 2024Q4: 17,680 shares; 2025Q1: 17,296 shares; 2025Q2: 21,235 shares; 2025Q3: 20,693 shares; 2025Q4: 21,543 shares 21,543 $2.14M 0.04% +850 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,536 shares; 2024Q4: 25,910 shares; 2025Q1: 26,596 shares; 2025Q2: 20,355 shares; 2025Q3: 14,792 shares; 2025Q4: 18,599 shares 18,599 $2.14M 0.04% +3,807 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: 4,283 shares; 2024Q4: 7,513 shares; 2025Q1: 9,128 shares; 2025Q2: 12,016 shares; 2025Q3: 15,919 shares; 2025Q4: 17,822 shares 17,822 $2.13M 0.04% +1,903 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: 1,079 shares; 2024Q4: 2,203 shares; 2025Q1: 2,088 shares; 2025Q2: 2,432 shares; 2025Q3: 2,612 shares; 2025Q4: 1,986 shares 1,986 $2.12M 0.04% -626 Timeline UAPR 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: 129,953 shares; 2024Q4: 129,628 shares; 2025Q1: 107,829 shares; 2025Q2: 108,611 shares; 2025Q3: 108,591 shares; 2025Q4: 64,442 shares 64,442 $2.11M 0.04% -44,149 Timeline IGIB 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: 96,199 shares; 2024Q4: 110,512 shares; 2025Q1: 25,940 shares; 2025Q2: 18,740 shares; 2025Q3: 29,925 shares; 2025Q4: 38,916 shares 38,916 $2.1M 0.04% +8,991 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 6,658 shares; 2025Q1: 6,662 shares; 2025Q2: 7,266 shares; 2025Q3: 18,944 shares; 2025Q4: 24,515 shares 24,515 $2.09M 0.04% +5,571 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,568 shares; 2025Q1: 8,554 shares; 2025Q2: 8,085 shares; 2025Q3: 9,102 shares; 2025Q4: 9,062 shares 9,062 $2.08M 0.04% -40 Timeline GIGB 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: 8,090 shares; 2024Q4: 6,967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,815 shares; 2025Q4: 45,013 shares 45,013 $2.08M 0.04% +30,198 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 2,889 shares; 2025Q1: 3,095 shares; 2025Q2: 20,538 shares; 2025Q3: 22,149 shares; 2025Q4: 21,695 shares 21,695 $2.08M 0.04% -454 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: 5,319 shares; 2024Q4: 69,205 shares; 2025Q1: 71,207 shares; 2025Q2: 5,770 shares; 2025Q3: 26,308 shares; 2025Q4: 39,242 shares 39,242 $2.08M 0.04% +12,934 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,258 shares; 2024Q4: 10,938 shares; 2025Q1: 11,807 shares; 2025Q2: 28,840 shares; 2025Q3: 31,076 shares; 2025Q4: 29,485 shares 29,485 $2.07M 0.04% -1,591 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP 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: 55,000 shares; 2025Q4: 49,794 shares 49,794 $2.07M 0.04% -5,206 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,725 shares; 2024Q4: 12,606 shares; 2025Q1: 12,918 shares; 2025Q2: 10,617 shares; 2025Q3: 10,083 shares; 2025Q4: 10,057 shares 10,057 $2.06M 0.04% -26 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,386 shares; 2024Q4: 23,408 shares; 2025Q1: 27,906 shares; 2025Q2: 25,259 shares; 2025Q3: 29,215 shares; 2025Q4: 42,232 shares 42,232 $2.05M 0.04% +13,017 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,971 shares 40,971 $2.04M 0.04% new Timeline JHAI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,984 shares 74,984 $2.04M 0.04% new Timeline JIVE 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: 3,461 shares; 2025Q3: 27,041 shares; 2025Q4: 25,363 shares 25,363 $2.04M 0.04% -1,678 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 8,460 shares; 2025Q1: 17,485 shares; 2025Q2: 19,073 shares; 2025Q3: 18,454 shares; 2025Q4: 17,210 shares 17,210 $2.02M 0.04% -1,244 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: 7,277 shares; 2024Q4: 9,776 shares; 2025Q1: 13,754 shares; 2025Q2: 11,533 shares; 2025Q3: 14,354 shares; 2025Q4: 12,516 shares 12,516 $2.02M 0.04% -1,838 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: 64,252 shares; 2025Q4: 51,053 shares 51,053 $2M 0.04% -13,199 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,309 shares; 2024Q4: 75,300 shares; 2025Q1: 75,239 shares; 2025Q2: 75,994 shares; 2025Q3: 75,994 shares; 2025Q4: 70,993 shares 70,993 $1.97M 0.04% -5,001 Timeline EAGG 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: 12,174 shares; 2024Q4: 12,584 shares; 2025Q1: 17,181 shares; 2025Q2: 17,621 shares; 2025Q3: 14,776 shares; 2025Q4: 41,097 shares 41,097 $1.97M 0.04% +26,321 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO 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: 168,292 shares; 2025Q4: 163,636 shares 163,636 $1.94M 0.04% -4,656 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,696 shares; 2025Q1: 26,719 shares; 2025Q2: 2,839 shares; 2025Q3: 10,370 shares; 2025Q4: 10,466 shares 10,466 $1.94M 0.04% +96 Timeline UJAN 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: 114,870 shares; 2024Q4: 113,443 shares; 2025Q1: 109,426 shares; 2025Q2: 79,772 shares; 2025Q3: 76,709 shares; 2025Q4: 44,603 shares 44,603 $1.93M 0.04% -32,106 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: 68,125 shares; 2024Q4: 67,897 shares; 2025Q1: 46,693 shares; 2025Q2: 41,458 shares; 2025Q3: 40,579 shares; 2025Q4: 41,213 shares 41,213 $1.93M 0.04% +634 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: 136,566 shares; 2024Q4: 113,956 shares; 2025Q1: 118,124 shares; 2025Q2: 118,289 shares; 2025Q3: 118,633 shares; 2025Q4: 110,881 shares 110,881 $1.93M 0.04% -7,752 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,401 shares; 2025Q1: 29,393 shares; 2025Q2: 31,293 shares; 2025Q3: 32,470 shares; 2025Q4: 54,285 shares 54,285 $1.92M 0.04% +21,815 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 7,041 shares; 2025Q1: 8,452 shares; 2025Q2: 8,918 shares; 2025Q3: 10,629 shares; 2025Q4: 49,212 shares 49,212 $1.9M 0.04% +38,583 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: 1,955 shares; 2024Q4: 1,766 shares; 2025Q1: 1,894 shares; 2025Q2: 2,087 shares; 2025Q3: 2,702 shares; 2025Q4: 6,406 shares 6,406 $1.9M 0.04% +3,704 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: 7,499 shares; 2024Q4: 11,512 shares; 2025Q1: 10,724 shares; 2025Q2: 10,974 shares; 2025Q3: 11,920 shares; 2025Q4: 21,918 shares 21,918 $1.89M 0.04% +9,998 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,424 shares; 2025Q1: 1,112 shares; 2025Q2: 2,775 shares; 2025Q3: 3,038 shares; 2025Q4: 3,084 shares 3,084 $1.89M 0.04% +46 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: 4,726 shares; 2024Q4: 4,669 shares; 2025Q1: 4,677 shares; 2025Q2: 4,704 shares; 2025Q3: 5,217 shares; 2025Q4: 6,062 shares 6,062 $1.88M 0.04% +845 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 6,687 shares; 2025Q1: 6,386 shares; 2025Q2: 7,291 shares; 2025Q3: 8,965 shares; 2025Q4: 10,670 shares 10,670 $1.87M 0.04% +1,705 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: 7,686 shares; 2024Q4: 9,268 shares; 2025Q1: 11,370 shares; 2025Q2: 11,648 shares; 2025Q3: 13,081 shares; 2025Q4: 11,567 shares 11,567 $1.85M 0.04% -1,514 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,718 shares; 2025Q1: 5,423 shares; 2025Q2: 6,562 shares; 2025Q3: 10,588 shares; 2025Q4: 10,127 shares 10,127 $1.84M 0.04% -461 Timeline YMAG 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: 109,757 shares; 2025Q3: 125,113 shares; 2025Q4: 127,895 shares 127,895 $1.82M 0.04% +2,782 Timeline LGOV 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: 83,349 shares 83,349 $1.82M 0.04% new 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: 23,546 shares; 2024Q4: 24,393 shares; 2025Q1: 38,944 shares; 2025Q2: 39,711 shares; 2025Q3: 51,072 shares; 2025Q4: 47,600 shares 47,600 $1.81M 0.04% -3,472 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: 3,418 shares; 2024Q4: 3,166 shares; 2025Q1: 1,799 shares; 2025Q2: 1,809 shares; 2025Q3: 2,200 shares; 2025Q4: 2,225 shares 2,225 $1.8M 0.04% +25 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST 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: 98,550 shares; 2025Q3: 97,831 shares; 2025Q4: 64,345 shares 64,345 $1.78M 0.04% -33,486 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,418 shares 88,418 $1.77M 0.04% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 5,113 shares; 2025Q2: 5,232 shares; 2025Q3: 9,736 shares; 2025Q4: 6,194 shares 6,194 $1.75M 0.04% -3,542 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: 26,101 shares; 2024Q4: 25,609 shares; 2025Q1: 26,120 shares; 2025Q2: 27,530 shares; 2025Q3: 27,197 shares; 2025Q4: 28,110 shares 28,110 $1.75M 0.04% +913 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: not reported; 2024Q4: 1,803 shares; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 1,714 shares; 2025Q4: 10,383 shares 10,383 $1.74M 0.04% +8,669 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: 4,837 shares; 2024Q4: 4,808 shares; 2025Q1: 5,212 shares; 2025Q2: 5,129 shares; 2025Q3: 7,847 shares; 2025Q4: 13,160 shares 13,160 $1.74M 0.04% +5,313 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,322 shares; 2024Q4: 60,157 shares; 2025Q1: 65,464 shares; 2025Q2: 59,211 shares; 2025Q3: 57,650 shares; 2025Q4: 65,331 shares 65,331 $1.71M 0.03% +7,681 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,210 shares; 2024Q4: 53,291 shares; 2025Q1: 45,039 shares; 2025Q2: 42,435 shares; 2025Q3: 41,170 shares; 2025Q4: 28,972 shares 28,972 $1.71M 0.03% -12,198 Timeline GSST 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: 10,740 shares; 2025Q1: 30,277 shares; 2025Q2: 41,074 shares; 2025Q3: 42,524 shares; 2025Q4: 33,656 shares 33,656 $1.7M 0.03% -8,868 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: 25,111 shares; 2024Q4: 27,329 shares; 2025Q1: 28,008 shares; 2025Q2: 28,221 shares; 2025Q3: 35,461 shares; 2025Q4: 38,011 shares 38,011 $1.69M 0.03% +2,550 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,826 shares; 2025Q1: 8,993 shares; 2025Q2: 4,633 shares; 2025Q3: 4,582 shares; 2025Q4: 4,745 shares 4,745 $1.68M 0.03% +163 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: 16,498 shares; 2024Q4: 8,290 shares; 2025Q1: 9,008 shares; 2025Q2: 21,860 shares; 2025Q3: 24,600 shares; 2025Q4: 19,071 shares 19,071 $1.66M 0.03% -5,529 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: 3,469 shares; 2024Q4: 6,809 shares; 2025Q1: 6,505 shares; 2025Q2: 11,257 shares; 2025Q3: 11,091 shares; 2025Q4: 11,174 shares 11,174 $1.66M 0.03% +83 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,960 shares; 2024Q4: 18,968 shares; 2025Q1: 19,824 shares; 2025Q2: 19,360 shares; 2025Q3: 19,530 shares; 2025Q4: 19,455 shares 19,455 $1.65M 0.03% -75 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 5,819 shares; 2025Q1: 5,302 shares; 2025Q2: 3,801 shares; 2025Q3: 6,076 shares; 2025Q4: 8,876 shares 8,876 $1.65M 0.03% +2,800 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: 1,103 shares; 2024Q4: 1,146 shares; 2025Q1: 1,055 shares; 2025Q2: 6,361 shares; 2025Q3: 6,686 shares; 2025Q4: 7,729 shares 7,729 $1.63M 0.03% +1,043 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: not reported; 2025Q1: not reported; 2025Q2: 16,082 shares; 2025Q3: 13,499 shares; 2025Q4: 36,779 shares 36,779 $1.63M 0.03% +23,280 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 19,272 shares; 2025Q1: 17,352 shares; 2025Q2: 32,629 shares; 2025Q3: 21,040 shares; 2025Q4: 20,408 shares 20,408 $1.63M 0.03% -632 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,952 shares; 2025Q1: 4,886 shares; 2025Q2: 4,957 shares; 2025Q3: 4,973 shares; 2025Q4: 5,155 shares 5,155 $1.62M 0.03% +182 Timeline CWB 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: 20,407 shares; 2024Q4: 19,092 shares; 2025Q1: 18,670 shares; 2025Q2: 19,003 shares; 2025Q3: 18,963 shares; 2025Q4: 18,186 shares 18,186 $1.62M 0.03% -777 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: 20,616 shares; 2024Q4: 21,484 shares; 2025Q1: 13,869 shares; 2025Q2: 11,551 shares; 2025Q3: 14,555 shares; 2025Q4: 20,386 shares 20,386 $1.62M 0.03% +5,831 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 2,742 shares; 2025Q1: 3,273 shares; 2025Q2: 3,992 shares; 2025Q3: 4,361 shares; 2025Q4: 7,180 shares 7,180 $1.6M 0.03% +2,819 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: 4,294 shares; 2025Q2: not reported; 2025Q3: 5,965 shares; 2025Q4: 9,883 shares 9,883 $1.6M 0.03% +3,918 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: 69,265 shares; 2024Q4: 61,866 shares; 2025Q1: 48,137 shares; 2025Q2: 52,463 shares; 2025Q3: 53,621 shares; 2025Q4: 55,526 shares 55,526 $1.6M 0.03% +1,905 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,925 shares; 2024Q4: 40,496 shares; 2025Q1: 28,603 shares; 2025Q2: 28,849 shares; 2025Q3: 33,180 shares; 2025Q4: 32,519 shares 32,519 $1.6M 0.03% -661 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: 24,151 shares; 2024Q4: 27,539 shares; 2025Q1: 28,637 shares; 2025Q2: 27,882 shares; 2025Q3: 32,088 shares; 2025Q4: 41,428 shares 41,428 $1.59M 0.03% +9,340 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 10,707 shares; 2025Q1: 10,331 shares; 2025Q2: 8,946 shares; 2025Q3: 10,712 shares; 2025Q4: 10,532 shares 10,532 $1.59M 0.03% -180 Timeline LDUR 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: 23,731 shares; 2024Q4: 26,224 shares; 2025Q1: 24,109 shares; 2025Q2: 33,667 shares; 2025Q3: 32,926 shares; 2025Q4: 16,593 shares 16,593 $1.59M 0.03% -16,333 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,793 shares; 2025Q1: 6,260 shares; 2025Q2: 7,043 shares; 2025Q3: 8,933 shares; 2025Q4: 9,166 shares 9,166 $1.59M 0.03% +233 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,295 shares; 2024Q4: 15,054 shares; 2025Q1: 15,867 shares; 2025Q2: 15,426 shares; 2025Q3: 20,665 shares; 2025Q4: 17,578 shares 17,578 $1.59M 0.03% -3,087 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: 17,855 shares; 2024Q4: 12,323 shares; 2025Q1: 22,935 shares; 2025Q2: 59,278 shares; 2025Q3: 57,441 shares; 2025Q4: 46,159 shares 46,159 $1.58M 0.03% -11,282 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM 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: 35,386 shares 35,386 $1.58M 0.03% new Timeline IDV 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: 48,411 shares; 2024Q4: 17,869 shares; 2025Q1: 18,292 shares; 2025Q2: 18,544 shares; 2025Q3: 13,135 shares; 2025Q4: 40,017 shares 40,017 $1.58M 0.03% +26,882 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: 32,986 shares; 2024Q4: 34,365 shares; 2025Q1: 33,370 shares; 2025Q2: 30,382 shares; 2025Q3: 40,100 shares; 2025Q4: 35,548 shares 35,548 $1.58M 0.03% -4,552 Timeline