FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 916,117 shares; 2025Q1: 1,303,175 shares; 2025Q2: 1,406,274 shares; 2025Q3: 2,170,408 shares; 2025Q4: 3,627,370 shares 3,627,370 $167M 3.05% +1,456,962 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: 103,983 shares; 2024Q4: 312,343 shares; 2025Q1: 349,317 shares; 2025Q2: 396,401 shares; 2025Q3: 460,772 shares; 2025Q4: 494,995 shares 494,995 $135M 2.45% +34,223 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: 345,718 shares; 2024Q4: 1,270,895 shares; 2025Q1: 1,898,774 shares; 2025Q2: 2,267,342 shares; 2025Q3: 2,551,175 shares; 2025Q4: 2,620,501 shares 2,620,501 $133M 2.42% +69,326 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857,772 shares; 2024Q4: 1,715,359 shares; 2025Q1: 1,694,483 shares; 2025Q2: 1,598,319 shares; 2025Q3: 1,486,905 shares; 2025Q4: 1,443,831 shares 1,443,831 $119M 2.17% -43,074 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: 215,001 shares; 2024Q4: 81,014 shares; 2025Q1: 86,867 shares; 2025Q2: 229,644 shares; 2025Q3: 212,798 shares; 2025Q4: 189,340 shares 189,340 $116M 2.12% -23,458 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: 164,798 shares; 2024Q4: 180,484 shares; 2025Q1: 302,519 shares; 2025Q2: 320,704 shares; 2025Q3: 511,164 shares; 2025Q4: 580,779 shares 580,779 $115M 2.1% +69,615 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: 32,341 shares; 2024Q4: 46,120 shares; 2025Q1: 59,113 shares; 2025Q2: 120,063 shares; 2025Q3: 119,775 shares; 2025Q4: 151,510 shares 151,510 $104M 1.89% +31,735 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: 53,853 shares; 2024Q4: 81,122 shares; 2025Q1: 286,290 shares; 2025Q2: 295,061 shares; 2025Q3: 297,692 shares; 2025Q4: 305,158 shares 305,158 $102M 1.87% +7,466 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: 31,979 shares; 2024Q4: 103,992 shares; 2025Q1: 144,852 shares; 2025Q2: 148,654 shares; 2025Q3: 199,978 shares; 2025Q4: 208,138 shares 208,138 $101M 1.84% +8,160 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: 808,492 shares; 2024Q4: 876,220 shares; 2025Q1: 1,105,387 shares; 2025Q2: 1,083,566 shares; 2025Q3: 858,560 shares; 2025Q4: 816,194 shares 816,194 $101M 1.83% -42,366 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: not reported; 2025Q1: 511,520 shares; 2025Q2: 617,908 shares; 2025Q3: 1,196,507 shares; 2025Q4: 1,985,251 shares 1,985,251 $90.5M 1.65% +788,744 Timeline JCPB 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: 192,483 shares; 2025Q2: 812,430 shares; 2025Q3: 1,356,707 shares; 2025Q4: 1,830,324 shares 1,830,324 $86.7M 1.58% +473,617 Timeline JMBS 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: 6,591 shares; 2024Q4: 288,215 shares; 2025Q1: 368,754 shares; 2025Q2: 853,159 shares; 2025Q3: 1,401,814 shares; 2025Q4: 1,742,797 shares 1,742,797 $79.6M 1.45% +340,983 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 1,012,565 shares; 2025Q3: 1,694,698 shares; 2025Q4: 2,002,000 shares 2,002,000 $78.8M 1.44% +307,302 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,194 shares; 2025Q2: 366,892 shares; 2025Q3: 747,746 shares; 2025Q4: 950,070 shares 950,070 $76.2M 1.39% +202,324 Timeline AVEM 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: not reported; 2024Q4: not reported; 2025Q1: 4,009 shares; 2025Q2: 178,558 shares; 2025Q3: 688,269 shares; 2025Q4: 883,392 shares 883,392 $68M 1.24% +195,123 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: 143,784 shares; 2024Q4: 149,373 shares; 2025Q1: 186,723 shares; 2025Q2: 159,946 shares; 2025Q3: 122,094 shares; 2025Q4: 88,126 shares 88,126 $60.1M 1.1% -33,968 Timeline LRGF 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: 241,441 shares; 2025Q2: 307,221 shares; 2025Q3: 648,941 shares; 2025Q4: 856,823 shares 856,823 $59.5M 1.08% +207,882 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: 8,077 shares; 2024Q4: 360,523 shares; 2025Q1: 26,838 shares; 2025Q2: 220,477 shares; 2025Q3: 222,823 shares; 2025Q4: 256,478 shares 256,478 $54.4M 0.99% +33,655 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,880 shares; 2025Q2: 55,354 shares; 2025Q3: 1,815,186 shares; 2025Q4: 2,000,358 shares 2,000,358 $53.8M 0.98% +185,172 Timeline SPTS 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: 70,143 shares; 2024Q4: 323,902 shares; 2025Q1: 362,861 shares; 2025Q2: 998,226 shares; 2025Q3: 1,745,879 shares; 2025Q4: 1,832,139 shares 1,832,139 $53.6M 0.98% +86,260 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 249,511 shares; 2025Q2: 253,723 shares; 2025Q3: 2,208,572 shares; 2025Q4: 2,187,258 shares 2,187,258 $52.6M 0.96% -21,314 Timeline AVDE 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: not reported; 2024Q4: 5,405 shares; 2025Q1: 51,731 shares; 2025Q2: 106,261 shares; 2025Q3: 429,746 shares; 2025Q4: 627,461 shares 627,461 $51.7M 0.94% +197,715 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: 26,999 shares; 2024Q4: 155,243 shares; 2025Q1: 156,789 shares; 2025Q2: 155,937 shares; 2025Q3: 155,871 shares; 2025Q4: 158,185 shares 158,185 $51M 0.93% +2,314 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,930 shares; 2024Q4: 1,263,344 shares; 2025Q1: 1,263,756 shares; 2025Q2: 1,278,309 shares; 2025Q3: 1,286,942 shares; 2025Q4: 1,279,661 shares 1,279,661 $48.9M 0.89% -7,281 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: 39,066 shares; 2024Q4: 43,603 shares; 2025Q1: 42,964 shares; 2025Q2: not reported; 2025Q3: 89,757 shares; 2025Q4: 93,480 shares 93,480 $47M 0.86% +3,723 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: not reported; 2024Q4: not reported; 2025Q1: 382,220 shares; 2025Q2: 399,422 shares; 2025Q3: 1,024,830 shares; 2025Q4: 1,027,785 shares 1,027,785 $46.7M 0.85% +2,955 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: 1,051,464 shares; 2024Q4: 637,869 shares; 2025Q1: 622,991 shares; 2025Q2: 613,825 shares; 2025Q3: 530,231 shares; 2025Q4: 436,684 shares 436,684 $44.7M 0.82% -93,547 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: 33,603 shares; 2024Q4: 52,898 shares; 2025Q1: 65,087 shares; 2025Q2: 74,718 shares; 2025Q3: 151,944 shares; 2025Q4: 133,807 shares 133,807 $41.9M 0.76% -18,137 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: 864,492 shares; 2024Q4: 896,941 shares; 2025Q1: 900,095 shares; 2025Q2: 798,244 shares; 2025Q3: 721,438 shares; 2025Q4: 658,118 shares 658,118 $39.6M 0.72% -63,320 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: not reported; 2024Q4: not reported; 2025Q1: 253,045 shares; 2025Q2: 290,609 shares; 2025Q3: 1,518,936 shares; 2025Q4: 1,485,850 shares 1,485,850 $39M 0.71% -33,086 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: 850,234 shares; 2024Q4: 8,339 shares; 2025Q1: 31,589 shares; 2025Q2: 730,429 shares; 2025Q3: 487,087 shares; 2025Q4: 399,287 shares 399,287 $38.3M 0.7% -87,800 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: 72,791 shares; 2024Q4: 76,139 shares; 2025Q1: 77,478 shares; 2025Q2: 77,392 shares; 2025Q3: 68,824 shares; 2025Q4: 60,876 shares 60,876 $38.2M 0.7% -7,948 Timeline DFIS 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: 571,257 shares; 2025Q3: 960,560 shares; 2025Q4: 1,156,097 shares 1,156,097 $38.1M 0.69% +195,537 Timeline SMLF 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: 54,449 shares; 2025Q2: 68,006 shares; 2025Q3: 360,524 shares; 2025Q4: 505,682 shares 505,682 $37.9M 0.69% +145,158 Timeline IOO 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: 104,987 shares; 2024Q4: 316,209 shares; 2025Q1: 316,906 shares; 2025Q2: 316,947 shares; 2025Q3: 316,377 shares; 2025Q4: 295,700 shares 295,700 $37.5M 0.68% -20,677 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: 35,054 shares; 2024Q4: 70,861 shares; 2025Q1: 84,198 shares; 2025Q2: 96,208 shares; 2025Q3: 157,242 shares; 2025Q4: 162,103 shares 162,103 $37.4M 0.68% +4,861 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,021 shares; 2025Q2: 1,304,997 shares; 2025Q3: 833,302 shares; 2025Q4: 662,883 shares 662,883 $36.3M 0.66% -170,419 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,671 shares; 2024Q4: 371,387 shares; 2025Q1: 392,219 shares; 2025Q2: 464,347 shares; 2025Q3: 417,575 shares; 2025Q4: 433,974 shares 433,974 $35.9M 0.66% +16,399 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,825 shares; 2024Q4: 110,267 shares; 2025Q1: 152,398 shares; 2025Q2: 165,720 shares; 2025Q3: 177,961 shares; 2025Q4: 188,377 shares 188,377 $35.1M 0.64% +10,416 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: 366,043 shares; 2025Q4: 456,208 shares 456,208 $34.2M 0.62% +90,165 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: 3,977 shares; 2024Q4: 4,293 shares; 2025Q1: 4,589 shares; 2025Q2: 166,815 shares; 2025Q3: 168,282 shares; 2025Q4: 169,455 shares 169,455 $32.4M 0.59% +1,173 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: 14,376 shares; 2024Q4: 300,812 shares; 2025Q1: 316,623 shares; 2025Q2: 340,448 shares; 2025Q3: 341,215 shares; 2025Q4: 721,273 shares 721,273 $32.2M 0.59% +380,058 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: 8,139 shares; 2024Q4: 7,751 shares; 2025Q1: 10,922 shares; 2025Q2: 11,127 shares; 2025Q3: 129,827 shares; 2025Q4: 100,789 shares 100,789 $30.6M 0.56% -29,038 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236,188 shares; 2025Q3: 261,506 shares; 2025Q4: 277,393 shares 277,393 $30.6M 0.56% +15,887 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: 92,454 shares; 2024Q4: 95,821 shares; 2025Q1: 96,419 shares; 2025Q2: 97,337 shares; 2025Q3: 96,533 shares; 2025Q4: 95,790 shares 95,790 $29.6M 0.54% -743 Timeline INTF 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: 481,179 shares; 2024Q4: 506,781 shares; 2025Q1: 773,168 shares; 2025Q2: 775,951 shares; 2025Q3: 773,258 shares; 2025Q4: 757,507 shares 757,507 $28.6M 0.52% -15,751 Timeline DGRW 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: 252,855 shares; 2025Q1: 259,109 shares; 2025Q2: 295,679 shares; 2025Q3: 303,375 shares; 2025Q4: 309,567 shares 309,567 $27.7M 0.5% +6,192 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: not reported; 2024Q4: not reported; 2025Q1: 91,650 shares; 2025Q2: 88,315 shares; 2025Q3: 87,717 shares; 2025Q4: 87,715 shares 87,715 $27.6M 0.5% -2 Timeline SCHZ 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: 1,153,141 shares; 2025Q4: 1,179,235 shares 1,179,235 $27.6M 0.5% +26,094 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 6,509 shares; 2025Q1: not reported; 2025Q2: 211,318 shares; 2025Q3: 241,181 shares; 2025Q4: 249,645 shares 249,645 $27.5M 0.5% +8,464 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,907 shares; 2024Q4: 31,199 shares; 2025Q1: 32,279 shares; 2025Q2: 32,689 shares; 2025Q3: 243,512 shares; 2025Q4: 241,243 shares 241,243 $27.5M 0.5% -2,269 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: 11,409 shares; 2024Q4: 16,351 shares; 2025Q1: 419,324 shares; 2025Q2: 409,508 shares; 2025Q3: 417,008 shares; 2025Q4: 438,158 shares 438,158 $27.4M 0.5% +21,150 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 611,536 shares; 2025Q1: 638,708 shares; 2025Q2: 685,653 shares; 2025Q3: 692,320 shares; 2025Q4: 724,460 shares 724,460 $26.8M 0.49% +32,140 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: 80,566 shares; 2024Q4: 107,019 shares; 2025Q1: 546,957 shares; 2025Q2: 613,404 shares; 2025Q3: 606,756 shares; 2025Q4: 612,244 shares 612,244 $26.7M 0.49% +5,488 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: 16,182 shares; 2024Q4: 76,332 shares; 2025Q1: 84,584 shares; 2025Q2: 93,284 shares; 2025Q3: 94,002 shares; 2025Q4: 84,715 shares 84,715 $26.6M 0.48% -9,287 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: 754,849 shares; 2024Q4: 1,241,472 shares; 2025Q1: 1,306,891 shares; 2025Q2: 836,916 shares; 2025Q3: 812,694 shares; 2025Q4: 453,190 shares 453,190 $25.7M 0.47% -359,504 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: 4,531 shares; 2024Q4: 86,929 shares; 2025Q1: 105,250 shares; 2025Q2: 115,180 shares; 2025Q3: 118,958 shares; 2025Q4: 126,494 shares 126,494 $24.7M 0.45% +7,536 Timeline SPSB 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: 456,252 shares; 2024Q4: 519,912 shares; 2025Q1: 585,648 shares; 2025Q2: 705,285 shares; 2025Q3: 821,996 shares; 2025Q4: 815,858 shares 815,858 $24.6M 0.45% -6,138 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,292 shares; 2025Q1: 31,492 shares; 2025Q2: 69,071 shares; 2025Q3: 91,151 shares; 2025Q4: 95,225 shares 95,225 $24.1M 0.44% +4,074 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: 126,883 shares; 2024Q4: 152,030 shares; 2025Q1: 174,051 shares; 2025Q2: 169,212 shares; 2025Q3: 214,303 shares; 2025Q4: 290,563 shares 290,563 $23.6M 0.43% +76,260 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,408 shares; 2024Q4: 628,301 shares; 2025Q1: 629,455 shares; 2025Q2: 602,481 shares; 2025Q3: 625,796 shares; 2025Q4: 568,549 shares 568,549 $23.6M 0.43% -57,247 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: 238,940 shares; 2025Q2: 334,659 shares; 2025Q3: 518,208 shares; 2025Q4: 630,483 shares 630,483 $22.4M 0.41% +112,275 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: 218,158 shares; 2024Q4: 246,468 shares; 2025Q1: 276,954 shares; 2025Q2: 203,630 shares; 2025Q3: 196,154 shares; 2025Q4: 200,954 shares 200,954 $21.4M 0.39% +4,800 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: not reported; 2024Q4: 59,187 shares; 2025Q1: 82,668 shares; 2025Q2: 216,123 shares; 2025Q3: 188,901 shares; 2025Q4: 210,845 shares 210,845 $21.4M 0.39% +21,944 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: 15,904 shares; 2024Q4: 201,005 shares; 2025Q1: 211,643 shares; 2025Q2: 246,018 shares; 2025Q3: 257,199 shares; 2025Q4: 263,265 shares 263,265 $21.1M 0.39% +6,066 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: 29,407 shares; 2024Q4: 30,450 shares; 2025Q1: 117,792 shares; 2025Q2: 142,251 shares; 2025Q3: 138,883 shares; 2025Q4: 142,008 shares 142,008 $21.1M 0.39% +3,125 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,008,078 shares; 2025Q3: 1,032,733 shares; 2025Q4: 946,146 shares 946,146 $20.8M 0.38% -86,587 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383,981 shares; 2025Q4: 390,739 shares 390,739 $20.6M 0.38% +6,758 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: not reported; 2024Q4: 193,006 shares; 2025Q1: 142,054 shares; 2025Q2: 245,781 shares; 2025Q3: 467,934 shares; 2025Q4: 409,615 shares 409,615 $20.5M 0.37% -58,319 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525,144 shares; 2025Q1: 522,473 shares; 2025Q2: 516,593 shares; 2025Q3: 519,303 shares; 2025Q4: 534,308 shares 534,308 $20.2M 0.37% +15,005 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: 100,273 shares; 2024Q4: 124,580 shares; 2025Q1: 185,791 shares; 2025Q2: 203,003 shares; 2025Q3: 228,358 shares; 2025Q4: 243,185 shares 243,185 $20.1M 0.37% +14,827 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: not reported; 2024Q4: 210,553 shares; 2025Q1: 212,814 shares; 2025Q2: 221,316 shares; 2025Q3: 204,791 shares; 2025Q4: 194,539 shares 194,539 $19.8M 0.36% -10,252 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: not reported; 2024Q4: 6,843 shares; 2025Q1: 272,066 shares; 2025Q2: 239,892 shares; 2025Q3: 259,862 shares; 2025Q4: 321,316 shares 321,316 $19.3M 0.35% +61,454 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: 25,422 shares; 2024Q4: 103,402 shares; 2025Q1: 112,588 shares; 2025Q2: 115,919 shares; 2025Q3: 121,469 shares; 2025Q4: 125,952 shares 125,952 $19.2M 0.35% +4,483 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: 39,616 shares; 2024Q4: 56,917 shares; 2025Q1: 120,649 shares; 2025Q2: 203,865 shares; 2025Q3: 206,255 shares; 2025Q4: 284,235 shares 284,235 $19.1M 0.35% +77,980 Timeline BKGI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 454,450 shares; 2025Q4: 462,043 shares 462,043 $18.6M 0.34% +7,593 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: 71,372 shares; 2024Q4: 625,866 shares; 2025Q1: 704,164 shares; 2025Q2: 595,085 shares; 2025Q3: 280,415 shares; 2025Q4: 392,368 shares 392,368 $18.3M 0.33% +111,953 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 222,466 shares; 2025Q1: 224,951 shares; 2025Q2: 245,253 shares; 2025Q3: 248,047 shares; 2025Q4: 252,821 shares 252,821 $18.1M 0.33% +4,774 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: 4,044 shares; 2024Q4: 4,886 shares; 2025Q1: 4,921 shares; 2025Q2: 5,327 shares; 2025Q3: 45,591 shares; 2025Q4: 45,476 shares 45,476 $16.8M 0.31% -115 Timeline EIPI 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: 804,245 shares; 2025Q1: 828,273 shares; 2025Q2: 814,854 shares; 2025Q3: 833,521 shares; 2025Q4: 826,793 shares 826,793 $16.4M 0.3% -6,728 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224,997 shares 224,997 $16.2M 0.3% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,056 shares; 2024Q4: 67,171 shares; 2025Q1: 78,882 shares; 2025Q2: 167,765 shares; 2025Q3: 160,552 shares; 2025Q4: 168,337 shares 168,337 $16.2M 0.3% +7,785 Timeline SCHA 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: 569,122 shares; 2025Q4: 561,987 shares 561,987 $16M 0.29% -7,135 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278,285 shares; 2025Q4: 281,684 shares 281,684 $15.9M 0.29% +3,399 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,994 shares 114,994 $15.9M 0.29% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,910 shares; 2024Q4: 18,993 shares; 2025Q1: 5,895 shares; 2025Q2: 52,902 shares; 2025Q3: 54,324 shares; 2025Q4: 110,288 shares 110,288 $15.9M 0.29% +55,964 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,386 shares; 2024Q4: 536,484 shares; 2025Q1: 512,187 shares; 2025Q2: 478,865 shares; 2025Q3: 389,116 shares; 2025Q4: 305,567 shares 305,567 $15.4M 0.28% -83,549 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,596 shares 128,596 $15.3M 0.28% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,819 shares; 2024Q4: 165,295 shares; 2025Q1: 198,057 shares; 2025Q2: 229,690 shares; 2025Q3: 232,448 shares; 2025Q4: 234,452 shares 234,452 $14.8M 0.27% +2,004 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: 30,832 shares; 2024Q4: 29,633 shares; 2025Q1: 34,806 shares; 2025Q2: 126,167 shares; 2025Q3: 116,722 shares; 2025Q4: 122,377 shares 122,377 $14.7M 0.27% +5,655 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: 58,014 shares; 2024Q4: 58,614 shares; 2025Q1: 60,248 shares; 2025Q2: 59,879 shares; 2025Q3: 212,469 shares; 2025Q4: 156,103 shares 156,103 $14.7M 0.27% -56,366 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: 64,394 shares; 2024Q4: 111,520 shares; 2025Q1: 116,394 shares; 2025Q2: 116,880 shares; 2025Q3: 118,773 shares; 2025Q4: 119,557 shares 119,557 $14.4M 0.26% +784 Timeline JMTG 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: 272,786 shares; 2025Q3: 275,942 shares; 2025Q4: 277,267 shares 277,267 $14.2M 0.26% +1,325 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,910 shares; 2025Q4: 90,156 shares 90,156 $14.1M 0.26% +246 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: 7,966 shares; 2024Q4: 10,461 shares; 2025Q1: 11,793 shares; 2025Q2: 15,683 shares; 2025Q3: 12,359 shares; 2025Q4: 13,087 shares 13,087 $14.1M 0.26% +728 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: 42,249 shares; 2024Q4: 136,323 shares; 2025Q1: 155,925 shares; 2025Q2: 158,548 shares; 2025Q3: 117,564 shares; 2025Q4: 146,307 shares 146,307 $13.9M 0.25% +28,743 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425,599 shares; 2025Q4: 430,531 shares 430,531 $13.7M 0.25% +4,932 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 3,537 shares; 2025Q1: 2,946 shares; 2025Q2: not reported; 2025Q3: 136,531 shares; 2025Q4: 139,948 shares 139,948 $13.7M 0.25% +3,417 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: 24,275 shares; 2024Q4: 75,679 shares; 2025Q1: 105,431 shares; 2025Q2: 110,586 shares; 2025Q3: 142,077 shares; 2025Q4: 223,815 shares 223,815 $13.6M 0.25% +81,738 Timeline GPIX 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: 256,443 shares 256,443 $13.5M 0.25% new Timeline ISCF 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: 350,420 shares; 2024Q4: 357,056 shares; 2025Q1: 340,606 shares; 2025Q2: 340,583 shares; 2025Q3: 337,659 shares; 2025Q4: 324,249 shares 324,249 $13.4M 0.25% -13,410 Timeline GOVT 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: 239,135 shares; 2024Q4: 435,539 shares; 2025Q1: 571,447 shares; 2025Q2: 582,280 shares; 2025Q3: 541,825 shares; 2025Q4: 583,032 shares 583,032 $13.4M 0.24% +41,207 Timeline HEFA 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: 358,202 shares; 2025Q1: 321,105 shares; 2025Q2: 314,760 shares; 2025Q3: 321,482 shares; 2025Q4: 323,563 shares 323,563 $13.4M 0.24% +2,081 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: 5,382 shares; 2024Q4: 5,119 shares; 2025Q1: 123,334 shares; 2025Q2: 130,373 shares; 2025Q3: 131,352 shares; 2025Q4: 133,937 shares 133,937 $13.4M 0.24% +2,585 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,163 shares; 2025Q3: 240,047 shares; 2025Q4: 241,850 shares 241,850 $13M 0.24% +1,803 Timeline USIG 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: 77,166 shares; 2024Q4: 103,577 shares; 2025Q1: 146,451 shares; 2025Q2: 295,893 shares; 2025Q3: 247,772 shares; 2025Q4: 248,828 shares 248,828 $12.9M 0.23% +1,056 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,663 shares; 2025Q2: 113,862 shares; 2025Q3: 194,360 shares; 2025Q4: 198,595 shares 198,595 $12.7M 0.23% +4,235 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: not reported; 2024Q4: 80,752 shares; 2025Q1: 87,647 shares; 2025Q2: 105,341 shares; 2025Q3: 126,347 shares; 2025Q4: 296,009 shares 296,009 $12.6M 0.23% +169,662 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: 8,695 shares; 2024Q4: 9,486 shares; 2025Q1: 15,043 shares; 2025Q2: 20,500 shares; 2025Q3: 24,951 shares; 2025Q4: 28,073 shares 28,073 $12.6M 0.23% +3,122 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: 29,115 shares; 2024Q4: 48,264 shares; 2025Q1: 52,808 shares; 2025Q2: 54,388 shares; 2025Q3: 52,768 shares; 2025Q4: 55,007 shares 55,007 $12.6M 0.23% +2,239 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: 5,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,064 shares; 2025Q4: 266,402 shares 266,402 $12.5M 0.23% +123,338 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,724 shares; 2025Q3: 208,279 shares; 2025Q4: 224,893 shares 224,893 $12.5M 0.23% +16,614 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: 5,384 shares; 2024Q4: 6,533 shares; 2025Q1: 8,537 shares; 2025Q2: 11,171 shares; 2025Q3: 14,946 shares; 2025Q4: 18,851 shares 18,851 $12.4M 0.23% +3,905 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,801 shares; 2025Q1: 140,760 shares; 2025Q2: 278,607 shares; 2025Q3: 312,167 shares; 2025Q4: 343,014 shares 343,014 $12.4M 0.23% +30,847 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269,124 shares; 2025Q3: 267,358 shares; 2025Q4: 267,126 shares 267,126 $12.3M 0.22% -232 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,003 shares; 2024Q4: 391,815 shares; 2025Q1: 454,645 shares; 2025Q2: 470,649 shares; 2025Q3: 413,065 shares; 2025Q4: 276,992 shares 276,992 $12.3M 0.22% -136,073 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: 42,355 shares; 2025Q2: 49,093 shares; 2025Q3: 51,496 shares; 2025Q4: 175,246 shares 175,246 $12.2M 0.22% +123,750 Timeline ICOW 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: 147,245 shares; 2024Q4: 302,536 shares; 2025Q1: 327,914 shares; 2025Q2: 335,184 shares; 2025Q3: 333,465 shares; 2025Q4: 315,434 shares 315,434 $12.2M 0.22% -18,031 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: 379,595 shares; 2024Q4: 383,810 shares; 2025Q1: 389,776 shares; 2025Q2: 374,254 shares; 2025Q3: 315,659 shares; 2025Q4: 270,841 shares 270,841 $12.1M 0.22% -44,818 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: 7,554 shares; 2024Q4: 108,368 shares; 2025Q1: 121,269 shares; 2025Q2: 123,323 shares; 2025Q3: 180,428 shares; 2025Q4: 209,340 shares 209,340 $11M 0.2% +28,912 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968,662 shares; 2025Q1: 1,074,754 shares; 2025Q2: 1,095,569 shares; 2025Q3: 1,081,258 shares; 2025Q4: 1,051,555 shares 1,051,555 $11M 0.2% -29,703 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,557 shares; 2024Q4: 382,413 shares; 2025Q1: 383,139 shares; 2025Q2: 383,952 shares; 2025Q3: 391,130 shares; 2025Q4: 396,809 shares 396,809 $10.9M 0.2% +5,679 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: 2,124 shares; 2024Q4: 27,179 shares; 2025Q1: 48,176 shares; 2025Q2: 50,284 shares; 2025Q3: 49,608 shares; 2025Q4: 49,477 shares 49,477 $10.9M 0.2% -131 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: 8,214 shares; 2024Q4: 11,454 shares; 2025Q1: 102,776 shares; 2025Q2: 109,018 shares; 2025Q3: 108,602 shares; 2025Q4: 116,057 shares 116,057 $10.4M 0.19% +7,455 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: 145,350 shares; 2024Q4: 117,855 shares; 2025Q1: 697,173 shares; 2025Q2: 181,429 shares; 2025Q3: 174,463 shares; 2025Q4: 113,081 shares 113,081 $10.3M 0.19% -61,382 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: 25,169 shares; 2024Q4: 576,229 shares; 2025Q1: 193,238 shares; 2025Q2: 231,050 shares; 2025Q3: 294,294 shares; 2025Q4: 374,530 shares 374,530 $10.3M 0.19% +80,236 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 393,045 shares; 2025Q4: 399,906 shares 399,906 $10.2M 0.19% +6,861 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 7,408 shares; 2025Q1: 7,908 shares; 2025Q2: 8,537 shares; 2025Q3: 12,008 shares; 2025Q4: 11,738 shares 11,738 $10.1M 0.18% -270 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: 24,242 shares; 2024Q4: 31,204 shares; 2025Q1: 40,596 shares; 2025Q2: 39,814 shares; 2025Q3: 44,105 shares; 2025Q4: 47,862 shares 47,862 $9.91M 0.18% +3,757 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: 5,962 shares; 2025Q2: 9,188 shares; 2025Q3: 18,175 shares; 2025Q4: 28,450 shares 28,450 $9.76M 0.18% +10,275 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,889 shares; 2024Q4: 139,055 shares; 2025Q1: 147,635 shares; 2025Q2: 145,186 shares; 2025Q3: 233,842 shares; 2025Q4: 323,633 shares 323,633 $9.65M 0.18% +89,791 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,431 shares; 2025Q1: 245,708 shares; 2025Q2: 343,771 shares; 2025Q3: 379,284 shares; 2025Q4: 403,810 shares 403,810 $9.65M 0.18% +24,526 Timeline AVLV 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: 165,724 shares; 2024Q4: 169,568 shares; 2025Q1: 173,215 shares; 2025Q2: 167,764 shares; 2025Q3: 149,475 shares; 2025Q4: 126,543 shares 126,543 $9.59M 0.17% -22,932 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: 28,605 shares; 2024Q4: 65,705 shares; 2025Q1: 70,593 shares; 2025Q2: 107,991 shares; 2025Q3: 97,410 shares; 2025Q4: 131,883 shares 131,883 $9.42M 0.17% +34,473 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: not reported; 2024Q4: 3,900 shares; 2025Q1: 7,600 shares; 2025Q2: 58,705 shares; 2025Q3: 59,027 shares; 2025Q4: 60,597 shares 60,597 $9.27M 0.17% +1,570 Timeline BSCV 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: 518,421 shares; 2025Q3: 522,239 shares; 2025Q4: 537,300 shares 537,300 $8.97M 0.16% +15,061 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: 43,695 shares; 2024Q4: 56,146 shares; 2025Q1: 64,626 shares; 2025Q2: 61,101 shares; 2025Q3: 61,013 shares; 2025Q4: 62,479 shares 62,479 $8.95M 0.16% +1,466 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: not reported; 2024Q4: 68,314 shares; 2025Q1: 85,576 shares; 2025Q2: 85,796 shares; 2025Q3: 86,837 shares; 2025Q4: 86,858 shares 86,858 $8.9M 0.16% +21 Timeline BSJT 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: 355,560 shares; 2025Q3: 390,963 shares; 2025Q4: 406,333 shares 406,333 $8.74M 0.16% +15,370 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: 6,772 shares; 2024Q4: 41,412 shares; 2025Q1: 43,378 shares; 2025Q2: 45,745 shares; 2025Q3: 46,136 shares; 2025Q4: 47,347 shares 47,347 $8.68M 0.16% +1,211 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,816 shares; 2025Q1: 30,123 shares; 2025Q2: 42,030 shares; 2025Q3: 41,082 shares; 2025Q4: 41,578 shares 41,578 $8.59M 0.16% +496 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: not reported; 2024Q4: not reported; 2025Q1: 8,547 shares; 2025Q2: 109,851 shares; 2025Q3: 110,389 shares; 2025Q4: 112,938 shares 112,938 $8.52M 0.16% +2,549 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 160,238 shares; 2025Q1: 207,728 shares; 2025Q2: 5,019 shares; 2025Q3: 17,782 shares; 2025Q4: 17,540 shares 17,540 $8.43M 0.15% -242 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: 33,191 shares; 2024Q4: 58,703 shares; 2025Q1: 96,023 shares; 2025Q2: 96,294 shares; 2025Q3: 103,021 shares; 2025Q4: 109,257 shares 109,257 $8.42M 0.15% +6,236 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: not reported; 2024Q4: 30,638 shares; 2025Q1: 37,638 shares; 2025Q2: 37,627 shares; 2025Q3: 36,525 shares; 2025Q4: 38,740 shares 38,740 $8.41M 0.15% +2,215 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 5,169 shares; 2025Q1: 5,491 shares; 2025Q2: 101,714 shares; 2025Q3: 99,891 shares; 2025Q4: 98,841 shares 98,841 $8.37M 0.15% -1,050 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,123 shares; 2025Q1: 28,526 shares; 2025Q2: 134,650 shares; 2025Q3: 116,246 shares; 2025Q4: 112,530 shares 112,530 $8.36M 0.15% -3,716 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 537,859 shares; 2025Q1: 540,330 shares; 2025Q2: 514,049 shares; 2025Q3: 508,809 shares; 2025Q4: 503,557 shares 503,557 $8.11M 0.15% -5,252 Timeline REGL 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: 42,225 shares; 2024Q4: 57,166 shares; 2025Q1: 59,074 shares; 2025Q2: 63,315 shares; 2025Q3: 77,207 shares; 2025Q4: 96,194 shares 96,194 $8.1M 0.15% +18,987 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: 39,613 shares; 2024Q4: 53,968 shares; 2025Q1: 62,202 shares; 2025Q2: 67,782 shares; 2025Q3: 68,677 shares; 2025Q4: 72,209 shares 72,209 $8.04M 0.15% +3,532 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,699 shares; 2025Q3: 75,516 shares; 2025Q4: 151,034 shares 151,034 $7.96M 0.15% +75,518 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: 12,395 shares; 2024Q4: 99,574 shares; 2025Q1: 139,724 shares; 2025Q2: 142,381 shares; 2025Q3: 143,143 shares; 2025Q4: 146,080 shares 146,080 $7.85M 0.14% +2,937 Timeline FXR 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: 96,570 shares; 2025Q1: 96,486 shares; 2025Q2: 95,393 shares; 2025Q3: 95,342 shares; 2025Q4: 97,316 shares 97,316 $7.77M 0.14% +1,974 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: 20,951 shares; 2024Q4: 21,884 shares; 2025Q1: 21,139 shares; 2025Q2: 20,567 shares; 2025Q3: 21,436 shares; 2025Q4: 22,377 shares 22,377 $7.74M 0.14% +941 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: 4,836 shares; 2024Q4: 5,198 shares; 2025Q1: 6,956 shares; 2025Q2: 82,416 shares; 2025Q3: 80,953 shares; 2025Q4: 84,893 shares 84,893 $7.51M 0.14% +3,940 Timeline FNCL 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: 56,183 shares; 2025Q1: 57,334 shares; 2025Q2: 137,539 shares; 2025Q3: 103,056 shares; 2025Q4: 95,417 shares 95,417 $7.42M 0.14% -7,639 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 284,405 shares; 2025Q3: 275,451 shares; 2025Q4: 190,353 shares 190,353 $7.25M 0.13% -85,098 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: not reported; 2024Q4: not reported; 2025Q1: 95,625 shares; 2025Q2: 99,904 shares; 2025Q3: 99,571 shares; 2025Q4: 97,614 shares 97,614 $7.18M 0.13% -1,957 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 190,962 shares; 2025Q3: 187,331 shares; 2025Q4: 191,215 shares 191,215 $7.15M 0.13% +3,884 Timeline BSCX 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: 298,864 shares; 2025Q3: 306,821 shares; 2025Q4: 332,563 shares 332,563 $7.14M 0.13% +25,742 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: 6,613 shares; 2024Q4: 8,810 shares; 2025Q1: 10,214 shares; 2025Q2: 17,102 shares; 2025Q3: 17,445 shares; 2025Q4: 17,537 shares 17,537 $6.95M 0.13% +92 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461,699 shares 461,699 $6.93M 0.13% new Timeline BSCW 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: 295,401 shares; 2025Q3: 303,075 shares; 2025Q4: 331,313 shares 331,313 $6.92M 0.13% +28,238 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: 346,933 shares; 2025Q3: 355,360 shares; 2025Q4: 376,925 shares 376,925 $6.38M 0.12% +21,565 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,539 shares; 2025Q2: 107,905 shares; 2025Q3: 109,068 shares; 2025Q4: 108,742 shares 108,742 $6.29M 0.11% -326 Timeline WTV 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: 68,827 shares; 2024Q4: 62,201 shares; 2025Q1: 62,514 shares; 2025Q2: 65,876 shares; 2025Q3: 68,843 shares; 2025Q4: 65,212 shares 65,212 $6.08M 0.11% -3,631 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: not reported; 2024Q4: 19,690 shares; 2025Q1: 18,973 shares; 2025Q2: 19,378 shares; 2025Q3: 19,095 shares; 2025Q4: 21,035 shares 21,035 $6M 0.11% +1,940 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 623,605 shares; 2025Q1: 613,294 shares; 2025Q2: 468,214 shares; 2025Q3: 360,694 shares; 2025Q4: 147,637 shares 147,637 $5.96M 0.11% -213,057 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,347 shares; 2025Q3: 239,064 shares; 2025Q4: 259,964 shares 259,964 $5.88M 0.11% +20,900 Timeline BUL 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: 159,823 shares; 2024Q4: 157,733 shares; 2025Q1: 159,125 shares; 2025Q2: 152,550 shares; 2025Q3: 126,683 shares; 2025Q4: 106,370 shares 106,370 $5.86M 0.11% -20,313 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: 9,540 shares; 2024Q4: 14,837 shares; 2025Q1: 17,477 shares; 2025Q2: 18,696 shares; 2025Q3: 19,045 shares; 2025Q4: 19,631 shares 19,631 $5.81M 0.11% +586 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,763 shares; 2024Q4: 37,404 shares; 2025Q1: 53,832 shares; 2025Q2: 73,767 shares; 2025Q3: 108,090 shares; 2025Q4: 135,918 shares 135,918 $5.77M 0.11% +27,828 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: 9,645 shares; 2024Q4: 40,271 shares; 2025Q1: 44,879 shares; 2025Q2: 51,768 shares; 2025Q3: 50,562 shares; 2025Q4: 45,445 shares 45,445 $5.69M 0.1% -5,117 Timeline DFEM 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: 171,995 shares; 2025Q3: 173,582 shares; 2025Q4: 172,070 shares 172,070 $5.69M 0.1% -1,512 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261,595 shares; 2025Q3: 268,217 shares; 2025Q4: 287,651 shares 287,651 $5.63M 0.1% +19,434 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,152 shares; 2025Q1: 62,424 shares; 2025Q2: 63,207 shares; 2025Q3: 60,880 shares; 2025Q4: 60,591 shares 60,591 $5.62M 0.1% -289 Timeline SCHM 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: 129,157 shares; 2025Q4: 186,644 shares 186,644 $5.61M 0.1% +57,487 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: not reported; 2024Q4: 7,513 shares; 2025Q1: 18,114 shares; 2025Q2: 17,230 shares; 2025Q3: 29,979 shares; 2025Q4: 31,436 shares 31,436 $5.59M 0.1% +1,457 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: 1,425 shares; 2024Q4: 5,617 shares; 2025Q1: 16,978 shares; 2025Q2: 17,767 shares; 2025Q3: 16,928 shares; 2025Q4: 21,624 shares 21,624 $5.58M 0.1% +4,696 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,892 shares; 2025Q1: 7,735 shares; 2025Q2: 7,701 shares; 2025Q3: 8,375 shares; 2025Q4: 21,921 shares 21,921 $5.49M 0.1% +13,546 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: 34,152 shares; 2025Q3: 98,146 shares; 2025Q4: 162,139 shares 162,139 $5.4M 0.1% +63,993 Timeline ESGD 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: 6,229 shares; 2025Q2: 57,244 shares; 2025Q3: 56,675 shares; 2025Q4: 56,426 shares 56,426 $5.37M 0.1% -249 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,141 shares; 2024Q4: 56,196 shares; 2025Q1: 54,166 shares; 2025Q2: 55,057 shares; 2025Q3: 51,572 shares; 2025Q4: 51,508 shares 51,508 $5.33M 0.1% -64 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,838 shares; 2024Q4: 401,258 shares; 2025Q1: 401,093 shares; 2025Q2: 392,527 shares; 2025Q3: 386,168 shares; 2025Q4: 359,473 shares 359,473 $5.32M 0.1% -26,695 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: 12,043 shares; 2024Q4: 14,128 shares; 2025Q1: 14,537 shares; 2025Q2: 15,057 shares; 2025Q3: 15,596 shares; 2025Q4: 15,351 shares 15,351 $5.28M 0.1% -245 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: 30,449 shares; 2024Q4: 33,061 shares; 2025Q1: 32,189 shares; 2025Q2: 33,590 shares; 2025Q3: 29,966 shares; 2025Q4: 27,573 shares 27,573 $5.28M 0.1% -2,393 Timeline IBDS 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: 87,504 shares; 2025Q1: 123,725 shares; 2025Q2: 165,900 shares; 2025Q3: 183,243 shares; 2025Q4: 214,210 shares 214,210 $5.2M 0.09% +30,967 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,241 shares; 2024Q4: 87,395 shares; 2025Q1: 123,480 shares; 2025Q2: 165,711 shares; 2025Q3: 183,683 shares; 2025Q4: 214,311 shares 214,311 $5.19M 0.09% +30,628 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: 5,068 shares; 2024Q4: 8,388 shares; 2025Q1: 12,234 shares; 2025Q2: 12,677 shares; 2025Q3: 13,766 shares; 2025Q4: 14,753 shares 14,753 $5.17M 0.09% +987 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,716 shares 202,716 $5.16M 0.09% new 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: 76,452 shares; 2025Q3: 82,820 shares; 2025Q4: 131,411 shares 131,411 $5.07M 0.09% +48,591 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138,128 shares; 2025Q4: 114,051 shares 114,051 $5.02M 0.09% -24,077 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,309 shares; 2025Q3: 43,758 shares; 2025Q4: 45,230 shares 45,230 $4.91M 0.09% +1,472 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: 5,386 shares; 2024Q4: 13,099 shares; 2025Q1: 16,366 shares; 2025Q2: 26,998 shares; 2025Q3: 27,117 shares; 2025Q4: 27,515 shares 27,515 $4.77M 0.09% +398 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 7,548 shares; 2025Q1: 17,057 shares; 2025Q2: 17,473 shares; 2025Q3: 17,652 shares; 2025Q4: 18,404 shares 18,404 $4.73M 0.09% +752 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: not reported; 2024Q4: 37,753 shares; 2025Q1: 34,781 shares; 2025Q2: 34,508 shares; 2025Q3: 35,189 shares; 2025Q4: 36,694 shares 36,694 $4.68M 0.09% +1,505 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,531 shares; 2025Q1: 104,029 shares; 2025Q2: 73,705 shares; 2025Q3: 69,342 shares; 2025Q4: 80,031 shares 80,031 $4.58M 0.08% +10,689 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 65,987 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.08% 0 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: 5,482 shares; 2024Q4: 14,469 shares; 2025Q1: 22,611 shares; 2025Q2: 22,259 shares; 2025Q3: 22,651 shares; 2025Q4: 23,146 shares 23,146 $4.51M 0.08% +495 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,838 shares; 2025Q2: 50,786 shares; 2025Q3: 49,763 shares; 2025Q4: 49,239 shares 49,239 $4.5M 0.08% -524 Timeline ACVU 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: 148,630 shares; 2025Q3: 156,868 shares; 2025Q4: 160,838 shares 160,838 $4.41M 0.08% +3,970 Timeline IUSV 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: 23,503 shares; 2024Q4: 98,317 shares; 2025Q1: 99,495 shares; 2025Q2: 117,380 shares; 2025Q3: 55,407 shares; 2025Q4: 42,083 shares 42,083 $4.32M 0.08% -13,324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,994 shares; 2025Q3: 29,990 shares; 2025Q4: 30,799 shares 30,799 $4.29M 0.08% +809 Timeline SCHC 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: 91,643 shares; 2025Q4: 91,736 shares 91,736 $4.18M 0.08% +93 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,697 shares; 2025Q3: 32,126 shares; 2025Q4: 96,025 shares 96,025 $4.1M 0.07% +63,899 Timeline ICF 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: 70,317 shares; 2025Q3: 70,395 shares; 2025Q4: 67,470 shares 67,470 $4.03M 0.07% -2,925 Timeline FNDC 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: 88,056 shares; 2025Q2: 89,786 shares; 2025Q3: 88,385 shares; 2025Q4: 90,278 shares 90,278 $4.02M 0.07% +1,893 Timeline IYR 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: 26,525 shares; 2024Q4: 704,240 shares; 2025Q1: 35,943 shares; 2025Q2: 54,888 shares; 2025Q3: 40,157 shares; 2025Q4: 41,321 shares 41,321 $3.88M 0.07% +1,164 Timeline USRT 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: 95,244 shares; 2024Q4: 87,678 shares; 2025Q1: 85,584 shares; 2025Q2: 80,754 shares; 2025Q3: 70,501 shares; 2025Q4: 67,868 shares 67,868 $3.87M 0.07% -2,633 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: not reported; 2024Q4: 46,025 shares; 2025Q1: 53,281 shares; 2025Q2: 56,241 shares; 2025Q3: 58,482 shares; 2025Q4: 55,515 shares 55,515 $3.86M 0.07% -2,967 Timeline PGX 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: 23,003 shares; 2024Q4: 22,300 shares; 2025Q1: 24,490 shares; 2025Q2: 25,287 shares; 2025Q3: 25,345 shares; 2025Q4: 25,647 shares 25,647 $3.85M 0.07% +302 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,219 shares; 2025Q3: 46,562 shares; 2025Q4: 76,300 shares 76,300 $3.79M 0.07% +29,738 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 17,140 shares; 2025Q3: 17,158 shares; 2025Q4: 17,158 shares 17,158 $3.79M 0.07% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,499 shares; 2025Q1: 115,703 shares; 2025Q2: 111,027 shares; 2025Q3: 424,963 shares; 2025Q4: 74,079 shares 74,079 $3.75M 0.07% -350,884 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,223 shares; 2024Q4: 117,428 shares; 2025Q1: 118,141 shares; 2025Q2: 116,089 shares; 2025Q3: 111,261 shares; 2025Q4: 105,207 shares 105,207 $3.74M 0.07% -6,054 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: 14,640 shares; 2024Q4: 16,899 shares; 2025Q1: 17,656 shares; 2025Q2: 18,738 shares; 2025Q3: 20,140 shares; 2025Q4: 23,188 shares 23,188 $3.72M 0.07% +3,048 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: 11,490 shares; 2024Q4: 11,665 shares; 2025Q1: 12,370 shares; 2025Q2: 12,538 shares; 2025Q3: 12,739 shares; 2025Q4: 13,556 shares 13,556 $3.7M 0.07% +817 Timeline YSEP 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: 142,008 shares 142,008 $3.69M 0.07% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,464 shares; 2024Q4: 81,199 shares; 2025Q1: 76,166 shares; 2025Q2: 72,989 shares; 2025Q3: 60,563 shares; 2025Q4: 49,858 shares 49,858 $3.69M 0.07% -10,705 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: 8,189 shares; 2024Q4: 12,200 shares; 2025Q1: 22,201 shares; 2025Q2: 20,887 shares; 2025Q3: 33,675 shares; 2025Q4: 34,677 shares 34,677 $3.65M 0.07% +1,002 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,637 shares; 2024Q4: 97,618 shares; 2025Q1: 95,879 shares; 2025Q2: 86,115 shares; 2025Q3: 80,392 shares; 2025Q4: 76,668 shares 76,668 $3.61M 0.07% -3,724 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: 17,561 shares; 2024Q4: 34,515 shares; 2025Q1: 31,565 shares; 2025Q2: 70,577 shares; 2025Q3: 66,574 shares; 2025Q4: 71,529 shares 71,529 $3.6M 0.07% +4,955 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,292 shares; 2024Q4: 80,618 shares; 2025Q1: 92,037 shares; 2025Q2: 92,567 shares; 2025Q3: 91,176 shares; 2025Q4: 71,301 shares 71,301 $3.59M 0.07% -19,875 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: 38,073 shares; 2024Q4: 62,342 shares; 2025Q1: 61,983 shares; 2025Q2: 67,620 shares; 2025Q3: 67,241 shares; 2025Q4: 64,978 shares 64,978 $3.57M 0.07% -2,263 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 82,086 shares 82,086 $3.57M 0.07% new Timeline CGMU 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: 9,394 shares; 2025Q1: 26,230 shares; 2025Q2: 85,094 shares; 2025Q3: 131,063 shares; 2025Q4: 130,455 shares 130,455 $3.57M 0.07% -608 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: not reported; 2024Q4: 27,981 shares; 2025Q1: 29,508 shares; 2025Q2: 31,616 shares; 2025Q3: 19,597 shares; 2025Q4: 19,085 shares 19,085 $3.53M 0.06% -512 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 5,425 shares; 2025Q1: 5,419 shares; 2025Q2: 6,327 shares; 2025Q3: 6,244 shares; 2025Q4: 7,435 shares 7,435 $3.52M 0.06% +1,191 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,160 shares; 2025Q3: 73,916 shares; 2025Q4: 73,771 shares 73,771 $3.46M 0.06% -145 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: 39,179 shares; 2024Q4: 43,221 shares; 2025Q1: 49,897 shares; 2025Q2: 57,946 shares; 2025Q3: 75,454 shares; 2025Q4: 84,732 shares 84,732 $3.45M 0.06% +9,278 Timeline AGZD 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: 1,029,233 shares; 2024Q4: 201,323 shares; 2025Q1: 198,633 shares; 2025Q2: 195,383 shares; 2025Q3: 166,605 shares; 2025Q4: 151,978 shares 151,978 $3.42M 0.06% -14,627 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157,371 shares; 2025Q1: 151,233 shares; 2025Q2: 97,087 shares; 2025Q3: 95,319 shares; 2025Q4: 91,140 shares 91,140 $3.37M 0.06% -4,179 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: 14,359 shares; 2024Q4: 25,985 shares; 2025Q1: 28,315 shares; 2025Q2: 30,737 shares; 2025Q3: 28,114 shares; 2025Q4: 28,871 shares 28,871 $3.37M 0.06% +757 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 24,358 shares; 2025Q3: 28,358 shares; 2025Q4: 28,358 shares 28,358 $3.33M 0.06% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,444 shares; 2025Q1: 1,473 shares; 2025Q2: 1,494 shares; 2025Q3: 1,511 shares; 2025Q4: 1,519 shares 1,519 $3.27M 0.06% +8 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: 30,608 shares; 2024Q4: 34,403 shares; 2025Q1: 39,120 shares; 2025Q2: 44,653 shares; 2025Q3: 43,536 shares; 2025Q4: 46,480 shares 46,480 $3.25M 0.06% +2,944 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: not reported; 2024Q4: 2,354 shares; 2025Q1: 2,807 shares; 2025Q2: 2,884 shares; 2025Q3: 2,918 shares; 2025Q4: 3,027 shares 3,027 $3.24M 0.06% +109 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: 8,443 shares; 2024Q4: 10,136 shares; 2025Q1: 10,220 shares; 2025Q2: 10,075 shares; 2025Q3: 10,200 shares; 2025Q4: 10,510 shares 10,510 $3.21M 0.06% +310 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,493 shares; 2024Q4: 13,640 shares; 2025Q1: 13,974 shares; 2025Q2: 14,120 shares; 2025Q3: 14,175 shares; 2025Q4: 14,142 shares 14,142 $3.16M 0.06% -33 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,652 shares; 2025Q3: 49,422 shares; 2025Q4: 48,061 shares 48,061 $3.14M 0.06% -1,361 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: 7,403 shares; 2024Q4: 6,477 shares; 2025Q1: 7,660 shares; 2025Q2: 34,322 shares; 2025Q3: 29,959 shares; 2025Q4: 28,229 shares 28,229 $3.1M 0.06% -1,730 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: 5,934 shares; 2024Q4: 7,351 shares; 2025Q1: 9,535 shares; 2025Q2: 9,675 shares; 2025Q3: 9,983 shares; 2025Q4: 10,063 shares 10,063 $3.1M 0.06% +80 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: 8,847 shares; 2024Q4: 9,907 shares; 2025Q1: 10,217 shares; 2025Q2: 10,225 shares; 2025Q3: 10,308 shares; 2025Q4: 5,335 shares 5,335 $3.06M 0.06% -4,973 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: 7,421 shares; 2024Q4: 7,389 shares; 2025Q1: 7,906 shares; 2025Q2: 7,984 shares; 2025Q3: 8,235 shares; 2025Q4: 7,871 shares 7,871 $3.02M 0.06% -364 Timeline JMST 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: 70,200 shares; 2024Q4: 69,596 shares; 2025Q1: 69,075 shares; 2025Q2: 61,452 shares; 2025Q3: 59,212 shares; 2025Q4: 58,853 shares 58,853 $3M 0.05% -359 Timeline SMMV 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: 61,769 shares; 2025Q2: 65,633 shares; 2025Q3: 66,825 shares; 2025Q4: 68,629 shares 68,629 $2.97M 0.05% +1,804 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,688 shares; 2025Q4: 90,089 shares 90,089 $2.94M 0.05% +77,401 Timeline AVUS 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: not reported; 2024Q4: 9,527 shares; 2025Q1: 13,581 shares; 2025Q2: 26,782 shares; 2025Q3: 24,844 shares; 2025Q4: 26,217 shares 26,217 $2.93M 0.05% +1,373 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,400 shares; 2025Q1: 2,891 shares; 2025Q2: 3,106 shares; 2025Q3: 3,111 shares; 2025Q4: 3,176 shares 3,176 $2.88M 0.05% +65 Timeline BDYN 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: not reported; 2025Q3: not reported; 2025Q4: 110,670 shares 110,670 $2.83M 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,485 shares 53,485 $2.83M 0.05% new 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: 5,490 shares; 2024Q4: 5,654 shares; 2025Q1: 6,074 shares; 2025Q2: 6,068 shares; 2025Q3: 5,302 shares; 2025Q4: 4,830 shares 4,830 $2.8M 0.05% -472 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: 1,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,824 shares; 2025Q3: 8,698 shares; 2025Q4: 12,969 shares 12,969 $2.78M 0.05% +4,271 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: 256,137 shares; 2024Q4: 261,591 shares; 2025Q1: 263,472 shares; 2025Q2: 276,251 shares; 2025Q3: 60,295 shares; 2025Q4: 59,392 shares 59,392 $2.78M 0.05% -903 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: 6,787 shares; 2024Q4: 11,982 shares; 2025Q1: 18,193 shares; 2025Q2: 18,050 shares; 2025Q3: 18,602 shares; 2025Q4: 19,306 shares 19,306 $2.77M 0.05% +704 Timeline MLRG 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: 30,777 shares; 2025Q3: 29,463 shares; 2025Q4: 28,837 shares 28,837 $2.72M 0.05% -626 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: 38,497 shares; 2024Q4: 73,417 shares; 2025Q1: 51,959 shares; 2025Q2: 53,733 shares; 2025Q3: 29,526 shares; 2025Q4: 31,199 shares 31,199 $2.72M 0.05% +1,673 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,961 shares; 2025Q3: 32,951 shares; 2025Q4: 46,315 shares 46,315 $2.68M 0.05% +13,364 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,511 shares; 2024Q4: 36,020 shares; 2025Q1: 97,874 shares; 2025Q2: 97,998 shares; 2025Q3: 100,317 shares; 2025Q4: 60,080 shares 60,080 $2.67M 0.05% -40,237 Timeline DSI 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: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 20,960 shares; 2025Q3: 20,960 shares; 2025Q4: 20,330 shares 20,330 $2.62M 0.05% -630 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: 6,463 shares; 2024Q4: 6,193 shares; 2025Q1: 6,101 shares; 2025Q2: 6,034 shares; 2025Q3: 8,865 shares; 2025Q4: 26,087 shares 26,087 $2.62M 0.05% +17,222 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,674 shares; 2025Q1: 31,103 shares; 2025Q2: 31,146 shares; 2025Q3: 22,565 shares; 2025Q4: 21,882 shares 21,882 $2.58M 0.05% -683 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 91,161 shares; 2025Q3: 87,776 shares; 2025Q4: 73,878 shares 73,878 $2.51M 0.05% -13,898 Timeline BSCY 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: 18,465 shares; 2025Q4: 118,448 shares 118,448 $2.49M 0.05% +99,983 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: 5,358 shares; 2024Q4: 7,609 shares; 2025Q1: 12,180 shares; 2025Q2: 16,812 shares; 2025Q3: 18,188 shares; 2025Q4: 23,243 shares 23,243 $2.49M 0.05% +5,055 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,017 shares; 2024Q4: 75,162 shares; 2025Q1: 84,596 shares; 2025Q2: 82,873 shares; 2025Q3: 78,274 shares; 2025Q4: 76,615 shares 76,615 $2.49M 0.05% -1,659 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: 30,302 shares; 2025Q3: 31,774 shares; 2025Q4: 34,607 shares 34,607 $2.47M 0.04% +2,833 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,092 shares; 2025Q3: 53,092 shares; 2025Q4: 53,064 shares 53,064 $2.44M 0.04% -28 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: 330 shares; 2024Q4: 344 shares; 2025Q1: 402 shares; 2025Q2: 418 shares; 2025Q3: 390 shares; 2025Q4: 15,718 shares 15,718 $2.41M 0.04% +15,328 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,345 shares; 2025Q1: 2,280 shares; 2025Q2: 2,333 shares; 2025Q3: 2,500 shares; 2025Q4: 6,440 shares 6,440 $2.4M 0.04% +3,940 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,436 shares; 2024Q4: 57,116 shares; 2025Q1: 59,442 shares; 2025Q2: 55,468 shares; 2025Q3: 57,422 shares; 2025Q4: 58,177 shares 58,177 $2.4M 0.04% +755 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 14,183 shares; 2025Q3: 14,100 shares; 2025Q4: 14,112 shares 14,112 $2.38M 0.04% +12 Timeline CVLC 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: 21,526 shares; 2025Q3: 22,568 shares; 2025Q4: 28,142 shares 28,142 $2.37M 0.04% +5,574 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,430 shares; 2025Q1: 18,781 shares; 2025Q2: 20,353 shares; 2025Q3: 19,889 shares; 2025Q4: 42,996 shares 42,996 $2.35M 0.04% +23,107 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: 44,739 shares; 2024Q4: 58,852 shares; 2025Q1: 80,436 shares; 2025Q2: 146,705 shares; 2025Q3: 104,417 shares; 2025Q4: 99,234 shares 99,234 $2.35M 0.04% -5,183 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: 9,715 shares; 2024Q4: 10,381 shares; 2025Q1: 10,936 shares; 2025Q2: 11,679 shares; 2025Q3: 12,178 shares; 2025Q4: 13,640 shares 13,640 $2.33M 0.04% +1,462 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,262 shares; 2025Q1: 17,238 shares; 2025Q2: 23,329 shares; 2025Q3: 24,332 shares; 2025Q4: 28,367 shares 28,367 $2.28M 0.04% +4,035 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: 1,739 shares; 2024Q4: 2,508 shares; 2025Q1: 2,710 shares; 2025Q2: 3,300 shares; 2025Q3: 4,441 shares; 2025Q4: 4,641 shares 4,641 $2.26M 0.04% +200 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,497 shares 7,497 $2.26M 0.04% new 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: 13,624 shares; 2024Q4: 13,928 shares; 2025Q1: 17,478 shares; 2025Q2: 16,589 shares; 2025Q3: 19,376 shares; 2025Q4: 23,308 shares 23,308 $2.24M 0.04% +3,932 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153,347 shares; 2025Q1: 166,877 shares; 2025Q2: 178,014 shares; 2025Q3: 207,871 shares; 2025Q4: 45,247 shares 45,247 $2.22M 0.04% -162,624 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: 66,521 shares; 2024Q4: 74,367 shares; 2025Q1: 83,683 shares; 2025Q2: 99,858 shares; 2025Q3: 94,787 shares; 2025Q4: 88,999 shares 88,999 $2.21M 0.04% -5,788 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,700 shares 17,700 $2.2M 0.04% new Timeline DMXF 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: 19,646 shares; 2025Q2: 18,055 shares; 2025Q3: 20,305 shares; 2025Q4: 28,841 shares 28,841 $2.17M 0.04% +8,536 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: not reported; 2024Q4: not reported; 2025Q1: 8,623 shares; 2025Q2: 8,943 shares; 2025Q3: 9,010 shares; 2025Q4: 9,013 shares 9,013 $2.16M 0.04% +3 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,752 shares; 2025Q1: 2,775 shares; 2025Q2: 2,853 shares; 2025Q3: 6,124 shares; 2025Q4: 6,409 shares 6,409 $2.16M 0.04% +285 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: 102 shares; 2024Q4: 105 shares; 2025Q1: 121 shares; 2025Q2: 122 shares; 2025Q3: 68 shares; 2025Q4: 630 shares 630 $2.14M 0.04% +562 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 27,134 shares; 2025Q1: 32,274 shares; 2025Q2: 34,639 shares; 2025Q3: 31,731 shares; 2025Q4: 8,517 shares 8,517 $2.1M 0.04% -23,214 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares 1,024 $2.06M 0.04% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,342 shares; 2025Q2: 24,952 shares; 2025Q3: 29,150 shares; 2025Q4: 35,521 shares 35,521 $2.05M 0.04% +6,371 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: not reported; 2024Q4: 16,961 shares; 2025Q1: 18,012 shares; 2025Q2: 18,481 shares; 2025Q3: 17,787 shares; 2025Q4: 15,125 shares 15,125 $2.04M 0.04% -2,662 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 47,120 shares; 2025Q3: 47,120 shares; 2025Q4: 45,258 shares 45,258 $2.02M 0.04% -1,862 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 70,197 shares; 2025Q3: 69,353 shares; 2025Q4: 48,908 shares 48,908 $2.02M 0.04% -20,445 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 3,947 shares; 2025Q1: 4,766 shares; 2025Q2: 4,982 shares; 2025Q3: 5,066 shares; 2025Q4: 5,683 shares 5,683 $2.01M 0.04% +617 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: 9,169 shares; 2024Q4: 12,349 shares; 2025Q1: 15,658 shares; 2025Q2: 15,575 shares; 2025Q3: 14,716 shares; 2025Q4: 30,359 shares 30,359 $2M 0.04% +15,643 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,005 shares; 2025Q1: 19,247 shares; 2025Q2: 22,272 shares; 2025Q3: 22,493 shares; 2025Q4: 37,032 shares 37,032 $1.98M 0.04% +14,539 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: 11,946 shares; 2024Q4: 40,415 shares; 2025Q1: 65,173 shares; 2025Q2: 64,755 shares; 2025Q3: 64,977 shares; 2025Q4: 53,512 shares 53,512 $1.97M 0.04% -11,465 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: not reported; 2024Q4: 20,958 shares; 2025Q1: 31,771 shares; 2025Q2: 36,574 shares; 2025Q3: 39,614 shares; 2025Q4: 44,265 shares 44,265 $1.97M 0.04% +4,651 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: 12,515 shares; 2024Q4: 12,631 shares; 2025Q1: 13,035 shares; 2025Q2: 12,635 shares; 2025Q3: 13,619 shares; 2025Q4: 12,726 shares 12,726 $1.96M 0.04% -893 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,988 shares; 2025Q2: 46,987 shares; 2025Q3: 46,734 shares; 2025Q4: 44,868 shares 44,868 $1.89M 0.03% -1,866 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: not reported; 2024Q4: not reported; 2025Q1: 21,623 shares; 2025Q2: 21,388 shares; 2025Q3: 21,681 shares; 2025Q4: 22,899 shares 22,899 $1.87M 0.03% +1,218 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: 3,045 shares; 2024Q4: 8,949 shares; 2025Q1: 7,393 shares; 2025Q2: 21,091 shares; 2025Q3: 21,141 shares; 2025Q4: 21,402 shares 21,402 $1.87M 0.03% +261 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: 750 shares; 2024Q4: 992 shares; 2025Q1: 1,375 shares; 2025Q2: 1,623 shares; 2025Q3: 1,808 shares; 2025Q4: 19,728 shares 19,728 $1.85M 0.03% +17,920 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: not reported; 2024Q4: 26,740 shares; 2025Q1: 27,122 shares; 2025Q2: 28,208 shares; 2025Q3: 11,333 shares; 2025Q4: 8,223 shares 8,223 $1.85M 0.03% -3,110 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: 10,232 shares; 2025Q4: 69,151 shares 69,151 $1.84M 0.03% +58,919 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: 7,546 shares; 2024Q4: 9,151 shares; 2025Q1: 10,869 shares; 2025Q2: 11,869 shares; 2025Q3: 11,509 shares; 2025Q4: 11,967 shares 11,967 $1.84M 0.03% +458 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,725 shares; 2025Q1: 2,296 shares; 2025Q2: 2,456 shares; 2025Q3: 2,624 shares; 2025Q4: 2,806 shares 2,806 $1.83M 0.03% +182 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: 2,259 shares; 2024Q4: 8,481 shares; 2025Q1: 7,874 shares; 2025Q2: 8,201 shares; 2025Q3: 83,431 shares; 2025Q4: 11,705 shares 11,705 $1.81M 0.03% -71,726 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 2,427 shares; 2025Q1: 3,417 shares; 2025Q2: 4,951 shares; 2025Q3: 4,736 shares; 2025Q4: 5,531 shares 5,531 $1.81M 0.03% +795 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,503 shares; 2025Q1: 49,810 shares; 2025Q2: 51,262 shares; 2025Q3: 50,853 shares; 2025Q4: 52,098 shares 52,098 $1.81M 0.03% +1,245 Timeline AAXJ 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: 18,805 shares; 2024Q4: 19,651 shares; 2025Q1: 22,234 shares; 2025Q2: 21,256 shares; 2025Q3: 19,407 shares; 2025Q4: 19,381 shares 19,381 $1.8M 0.03% -26 Timeline AVGE 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: 218,092 shares; 2024Q4: 21,333 shares; 2025Q1: 20,611 shares; 2025Q2: 20,133 shares; 2025Q3: 20,742 shares; 2025Q4: 20,908 shares 20,908 $1.8M 0.03% +166 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: 57,822 shares; 2024Q4: 72,327 shares; 2025Q1: 80,590 shares; 2025Q2: 20,038 shares; 2025Q3: 5,295 shares; 2025Q4: 8,937 shares 8,937 $1.78M 0.03% +3,642 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: 1,221 shares; 2024Q4: 1,837 shares; 2025Q1: 2,331 shares; 2025Q2: 2,489 shares; 2025Q3: 2,987 shares; 2025Q4: 3,125 shares 3,125 $1.78M 0.03% +138 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,425 shares; 2025Q2: 12,075 shares; 2025Q3: 16,250 shares; 2025Q4: 17,468 shares 17,468 $1.77M 0.03% +1,218 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: 6,142 shares; 2024Q4: 6,550 shares; 2025Q1: 6,838 shares; 2025Q2: 7,218 shares; 2025Q3: 5,441 shares; 2025Q4: 5,521 shares 5,521 $1.76M 0.03% +80 Timeline IWN 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: 9,656 shares; 2024Q4: 9,133 shares; 2025Q1: 9,827 shares; 2025Q2: 10,330 shares; 2025Q3: 9,881 shares; 2025Q4: 9,692 shares 9,692 $1.76M 0.03% -189 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: 4,303 shares; 2024Q4: 4,750 shares; 2025Q1: 4,988 shares; 2025Q2: 5,832 shares; 2025Q3: 6,149 shares; 2025Q4: 7,202 shares 7,202 $1.75M 0.03% +1,053 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: 16,565 shares; 2024Q4: 16,052 shares; 2025Q1: 18,888 shares; 2025Q2: 12,367 shares; 2025Q3: 11,775 shares; 2025Q4: 5,992 shares 5,992 $1.74M 0.03% -5,783 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,770 shares; 2025Q1: 6,996 shares; 2025Q2: 7,542 shares; 2025Q3: 4,929 shares; 2025Q4: 5,233 shares 5,233 $1.73M 0.03% +304 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: 3,595 shares; 2024Q4: 3,804 shares; 2025Q1: 3,833 shares; 2025Q2: 3,932 shares; 2025Q3: 3,727 shares; 2025Q4: 3,702 shares 3,702 $1.72M 0.03% -25 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: 4,319 shares; 2024Q4: 8,951 shares; 2025Q1: 9,250 shares; 2025Q2: 9,377 shares; 2025Q3: 10,728 shares; 2025Q4: 10,724 shares 10,724 $1.72M 0.03% -4 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 13,000 shares; 2025Q1: 12,848 shares; 2025Q2: 13,346 shares; 2025Q3: 13,431 shares; 2025Q4: 13,222 shares 13,222 $1.71M 0.03% -209 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,923 shares; 2025Q1: 6,002 shares; 2025Q2: 6,531 shares; 2025Q3: 6,332 shares; 2025Q4: 6,280 shares 6,280 $1.69M 0.03% -52 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,171 shares 26,171 $1.68M 0.03% new 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: 776 shares; 2024Q4: 1,079 shares; 2025Q1: 2,923 shares; 2025Q2: 3,134 shares; 2025Q3: 3,364 shares; 2025Q4: 3,472 shares 3,472 $1.68M 0.03% +108 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: 2,431 shares; 2024Q4: 18,811 shares; 2025Q1: 26,924 shares; 2025Q2: 29,357 shares; 2025Q3: 13,451 shares; 2025Q4: 17,302 shares 17,302 $1.67M 0.03% +3,851 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 250,310 shares; 2025Q1: 243,519 shares; 2025Q2: 231,929 shares; 2025Q3: 216,019 shares; 2025Q4: 138,467 shares 138,467 $1.66M 0.03% -77,552 Timeline FNDE 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: 44,520 shares; 2025Q2: 47,318 shares; 2025Q3: 45,872 shares; 2025Q4: 45,744 shares 45,744 $1.65M 0.03% -128 Timeline FNDF 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: 188,034 shares; 2025Q1: 35,591 shares; 2025Q2: 34,640 shares; 2025Q3: 33,595 shares; 2025Q4: 36,387 shares 36,387 $1.65M 0.03% +2,792 Timeline FNDX 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: 49,143 shares; 2025Q2: 56,085 shares; 2025Q3: 53,499 shares; 2025Q4: 60,152 shares 60,152 $1.64M 0.03% +6,653 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 11,609 shares; 2025Q1: 10,538 shares; 2025Q2: 11,907 shares; 2025Q3: 12,526 shares; 2025Q4: 13,803 shares 13,803 $1.62M 0.03% +1,277 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,260 shares; 2024Q4: 10,735 shares; 2025Q1: 13,814 shares; 2025Q2: 14,092 shares; 2025Q3: 13,257 shares; 2025Q4: 14,282 shares 14,282 $1.6M 0.03% +1,025 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: 6,920 shares; 2024Q4: 11,130 shares; 2025Q1: 12,903 shares; 2025Q2: 12,994 shares; 2025Q3: 13,664 shares; 2025Q4: 16,994 shares 16,994 $1.58M 0.03% +3,330 Timeline IBTH 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: 15,514 shares; 2025Q3: 45,668 shares; 2025Q4: 69,775 shares 69,775 $1.57M 0.03% +24,107 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,768 shares; 2025Q1: 27,764 shares; 2025Q2: 37,673 shares; 2025Q3: 32,403 shares; 2025Q4: 31,513 shares 31,513 $1.56M 0.03% -890 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: 1,285 shares; 2024Q4: not reported; 2025Q1: 6,268 shares; 2025Q2: 6,672 shares; 2025Q3: 6,962 shares; 2025Q4: 7,273 shares 7,273 $1.56M 0.03% +311 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: 8,558 shares; 2024Q4: 12,770 shares; 2025Q1: 15,149 shares; 2025Q2: 17,750 shares; 2025Q3: 17,907 shares; 2025Q4: 16,597 shares 16,597 $1.55M 0.03% -1,310 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,638 shares; 2025Q3: 44,242 shares; 2025Q4: 67,918 shares 67,918 $1.55M 0.03% +23,676 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,040 shares; 2024Q4: 15,799 shares; 2025Q1: 16,940 shares; 2025Q2: 13,068 shares; 2025Q3: 13,338 shares; 2025Q4: 13,618 shares 13,618 $1.55M 0.03% +280 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,981 shares 68,981 $1.54M 0.03% 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: 5,431 shares; 2024Q4: 5,852 shares; 2025Q1: 9,518 shares; 2025Q2: 9,910 shares; 2025Q3: 10,072 shares; 2025Q4: 4,382 shares 4,382 $1.53M 0.03% -5,690 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: 972 shares; 2024Q4: 1,001 shares; 2025Q1: 1,032 shares; 2025Q2: 16,661 shares; 2025Q3: 16,145 shares; 2025Q4: 16,492 shares 16,492 $1.5M 0.03% +347 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 10,977 shares; 2025Q1: 12,091 shares; 2025Q2: 12,518 shares; 2025Q3: 11,418 shares; 2025Q4: 14,196 shares 14,196 $1.5M 0.03% +2,778 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,077 shares; 2025Q1: 8,283 shares; 2025Q2: 7,294 shares; 2025Q3: 8,310 shares; 2025Q4: 8,276 shares 8,276 $1.48M 0.03% -34 Timeline BGRN 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: 18,410 shares; 2025Q1: 17,189 shares; 2025Q2: 30,718 shares; 2025Q3: 32,498 shares; 2025Q4: 30,468 shares 30,468 $1.46M 0.03% -2,030 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: not reported; 2024Q4: 2,602 shares; 2025Q1: 2,888 shares; 2025Q2: 2,902 shares; 2025Q3: 3,303 shares; 2025Q4: 3,281 shares 3,281 $1.46M 0.03% -22 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: 15,582 shares; 2024Q4: 16,585 shares; 2025Q1: 17,461 shares; 2025Q2: 21,300 shares; 2025Q3: 23,225 shares; 2025Q4: 25,099 shares 25,099 $1.45M 0.03% +1,874 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,831 shares; 2024Q4: 10,837 shares; 2025Q1: 10,259 shares; 2025Q2: 11,100 shares; 2025Q3: 13,821 shares; 2025Q4: 16,381 shares 16,381 $1.45M 0.03% +2,560 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: 8,655 shares; 2024Q4: 6,975 shares; 2025Q1: 11,853 shares; 2025Q2: 8,752 shares; 2025Q3: 8,459 shares; 2025Q4: 9,653 shares 9,653 $1.44M 0.03% +1,194 Timeline DBB 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: 59,290 shares; 2024Q4: 63,695 shares; 2025Q1: 77,505 shares; 2025Q2: 60,840 shares; 2025Q3: 63,340 shares; 2025Q4: 62,470 shares 62,470 $1.43M 0.03% -870 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: 1,791 shares; 2024Q4: not reported; 2025Q1: 7,755 shares; 2025Q2: 9,536 shares; 2025Q3: 9,878 shares; 2025Q4: 10,041 shares 10,041 $1.38M 0.03% +163 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,863 shares; 2025Q3: 11,863 shares; 2025Q4: 23,726 shares 23,726 $1.37M 0.03% +11,863 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: not reported; 2024Q4: 13,702 shares; 2025Q1: 13,054 shares; 2025Q2: 14,568 shares; 2025Q3: 10,533 shares; 2025Q4: 10,339 shares 10,339 $1.37M 0.02% -194 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,801 shares 34,801 $1.36M 0.02% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,376 shares; 2024Q4: 140,534 shares; 2025Q1: 132,166 shares; 2025Q2: 125,166 shares; 2025Q3: 125,166 shares; 2025Q4: 114,156 shares 114,156 $1.33M 0.02% -11,010 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,107 shares 27,107 $1.32M 0.02% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,222 shares; 2024Q4: 119,891 shares; 2025Q1: 121,962 shares; 2025Q2: 128,874 shares; 2025Q3: 128,142 shares; 2025Q4: 100,829 shares 100,829 $1.3M 0.02% -27,313 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: not reported; 2024Q4: not reported; 2025Q1: 2,267 shares; 2025Q2: 2,268 shares; 2025Q3: 2,302 shares; 2025Q4: 2,495 shares 2,495 $1.27M 0.02% +193 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 30,725 shares; 2025Q2: 159,255 shares; 2025Q3: 161,452 shares; 2025Q4: 180,483 shares 180,483 $1.27M 0.02% +19,031 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest 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: 30,320 shares; 2025Q4: 30,320 shares 30,320 $1.25M 0.02% 0 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: 1,802 shares; 2024Q4: 1,762 shares; 2025Q1: 1,736 shares; 2025Q2: 3,201 shares; 2025Q3: 3,014 shares; 2025Q4: 3,017 shares 3,017 $1.25M 0.02% +3 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 3,022 shares; 2025Q1: 3,135 shares; 2025Q2: 3,019 shares; 2025Q3: 3,001 shares; 2025Q4: 3,193 shares 3,193 $1.24M 0.02% +192 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,189 shares; 2025Q1: 4,663 shares; 2025Q2: 5,106 shares; 2025Q3: 5,000 shares; 2025Q4: 5,111 shares 5,111 $1.24M 0.02% +111 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: 3,912 shares; 2024Q4: 6,677 shares; 2025Q1: 5,195 shares; 2025Q2: 4,908 shares; 2025Q3: 4,904 shares; 2025Q4: 5,355 shares 5,355 $1.24M 0.02% +451 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: 1,435 shares; 2024Q4: 1,868 shares; 2025Q1: 4,656 shares; 2025Q2: 5,428 shares; 2025Q3: 4,654 shares; 2025Q4: 4,555 shares 4,555 $1.22M 0.02% -99 Timeline FIDU 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: 49,166 shares; 2025Q1: 49,798 shares; 2025Q2: 52,981 shares; 2025Q3: 21,378 shares; 2025Q4: 14,775 shares 14,775 $1.22M 0.02% -6,603 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: 56,387 shares; 2024Q4: 60,628 shares; 2025Q1: 61,614 shares; 2025Q2: 58,493 shares; 2025Q3: 67,724 shares; 2025Q4: 59,999 shares 59,999 $1.21M 0.02% -7,725 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,785 shares; 2025Q1: 23,499 shares; 2025Q2: 22,953 shares; 2025Q3: 23,038 shares; 2025Q4: 22,795 shares 22,795 $1.21M 0.02% -243 Timeline IXC 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: 112,072 shares; 2025Q1: 113,046 shares; 2025Q2: 133,283 shares; 2025Q3: 46,666 shares; 2025Q4: 28,691 shares 28,691 $1.2M 0.02% -17,975 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: 1,444 shares; 2024Q4: 2,692 shares; 2025Q1: 3,047 shares; 2025Q2: 3,392 shares; 2025Q3: 4,192 shares; 2025Q4: 4,924 shares 4,924 $1.19M 0.02% +732 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,446 shares; 2025Q4: 40,053 shares 40,053 $1.19M 0.02% +17,607 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,575 shares; 2025Q1: 58,902 shares; 2025Q2: 49,769 shares; 2025Q3: 49,869 shares; 2025Q4: 49,314 shares 49,314 $1.18M 0.02% -555 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: not reported; 2024Q4: 5,788 shares; 2025Q1: 7,014 shares; 2025Q2: 13,209 shares; 2025Q3: 20,142 shares; 2025Q4: 23,767 shares 23,767 $1.18M 0.02% +3,625 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: 2,788 shares; 2024Q4: 5,937 shares; 2025Q1: 5,766 shares; 2025Q2: 5,786 shares; 2025Q3: 6,007 shares; 2025Q4: 6,387 shares 6,387 $1.18M 0.02% +380 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,264 shares; 2025Q1: 37,052 shares; 2025Q2: 6,755 shares; 2025Q3: 6,229 shares; 2025Q4: 6,266 shares 6,266 $1.16M 0.02% +37 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 5,548 shares; 2025Q1: 6,899 shares; 2025Q2: 8,078 shares; 2025Q3: 8,175 shares; 2025Q4: 9,422 shares 9,422 $1.16M 0.02% +1,247 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: not reported; 2024Q4: 25,067 shares; 2025Q1: 26,983 shares; 2025Q2: 27,128 shares; 2025Q3: 26,563 shares; 2025Q4: 26,079 shares 26,079 $1.16M 0.02% -484 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,026 shares; 2024Q4: 27,153 shares; 2025Q1: 26,243 shares; 2025Q2: 34,792 shares; 2025Q3: 35,067 shares; 2025Q4: 33,211 shares 33,211 $1.15M 0.02% -1,856 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 12,311 shares; 2025Q4: 20,134 shares 20,134 $1.15M 0.02% +7,823 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,678 shares; 2025Q4: 16,934 shares 16,934 $1.15M 0.02% +5,256 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,163 shares; 2025Q1: 168,728 shares; 2025Q2: 189,828 shares; 2025Q3: 168,228 shares; 2025Q4: 181,609 shares 181,609 $1.14M 0.02% +13,381 Timeline BSMS 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: 48,638 shares; 2025Q3: 48,638 shares; 2025Q4: 48,638 shares 48,638 $1.14M 0.02% 0 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: 956 shares; 2024Q4: 2,798 shares; 2025Q1: 3,117 shares; 2025Q2: 3,307 shares; 2025Q3: 3,219 shares; 2025Q4: 3,246 shares 3,246 $1.14M 0.02% +27 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 7,573 shares; 2025Q1: 6,430 shares; 2025Q2: 7,356 shares; 2025Q3: 23,278 shares; 2025Q4: 27,723 shares 27,723 $1.14M 0.02% +4,445 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 8,247 shares; 2025Q1: 8,506 shares; 2025Q2: 8,733 shares; 2025Q3: 13,752 shares; 2025Q4: 15,418 shares 15,418 $1.14M 0.02% +1,666 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,512 shares; 2024Q4: 36,630 shares; 2025Q1: 37,024 shares; 2025Q2: 35,583 shares; 2025Q3: 27,389 shares; 2025Q4: 23,141 shares 23,141 $1.14M 0.02% -4,248 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: 27,878 shares; 2024Q4: 31,681 shares; 2025Q1: 44,785 shares; 2025Q2: 49,005 shares; 2025Q3: 48,251 shares; 2025Q4: 45,519 shares 45,519 $1.13M 0.02% -2,732 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,832 shares; 2025Q1: 9,715 shares; 2025Q2: 10,044 shares; 2025Q3: 3,881 shares; 2025Q4: 3,147 shares 3,147 $1.13M 0.02% -734 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: 2,422 shares; 2024Q4: 2,329 shares; 2025Q1: 2,368 shares; 2025Q2: 8,318 shares; 2025Q3: 8,067 shares; 2025Q4: 7,908 shares 7,908 $1.12M 0.02% -159 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: 13,266 shares; 2024Q4: 15,529 shares; 2025Q1: 16,109 shares; 2025Q2: 19,282 shares; 2025Q3: 19,336 shares; 2025Q4: 19,829 shares 19,829 $1.12M 0.02% +493 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: 12,751 shares; 2024Q4: 15,818 shares; 2025Q1: 18,426 shares; 2025Q2: 19,295 shares; 2025Q3: 18,678 shares; 2025Q4: 20,368 shares 20,368 $1.1M 0.02% +1,690 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,967 shares; 2025Q1: 4,452 shares; 2025Q2: 4,565 shares; 2025Q3: 4,348 shares; 2025Q4: 15,166 shares 15,166 $1.08M 0.02% +10,818 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 1,892 shares 1,892 $1.07M 0.02% +141 Timeline BDVL 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: not reported; 2025Q3: not reported; 2025Q4: 42,914 shares 42,914 $1.06M 0.02% new Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,618 shares; 2025Q3: 39,695 shares; 2025Q4: 38,848 shares 38,848 $1.06M 0.02% -847 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: not reported; 2024Q4: 897 shares; 2025Q1: 946 shares; 2025Q2: 1,027 shares; 2025Q3: 1,146 shares; 2025Q4: 1,198 shares 1,198 $1.05M 0.02% +52 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: 5,874 shares; 2024Q4: 7,750 shares; 2025Q1: 9,860 shares; 2025Q2: 11,271 shares; 2025Q3: 11,366 shares; 2025Q4: 12,360 shares 12,360 $1.04M 0.02% +994 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,848 shares; 2024Q4: 4,854 shares; 2025Q1: 4,820 shares; 2025Q2: 4,923 shares; 2025Q3: 4,782 shares; 2025Q4: 5,020 shares 5,020 $1.01M 0.02% +238 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: 694 shares; 2025Q1: 794 shares; 2025Q2: 768 shares; 2025Q3: 810 shares; 2025Q4: 943 shares 943 $1.01M 0.02% +133 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: 938 shares; 2024Q4: 1,047 shares; 2025Q1: 1,274 shares; 2025Q2: 1,211 shares; 2025Q3: 1,119 shares; 2025Q4: 1,339 shares 1,339 $1.01M 0.02% +220 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,215 shares; 2025Q1: 1,218 shares; 2025Q2: 1,337 shares; 2025Q3: 2,481 shares; 2025Q4: 8,347 shares 8,347 $997K 0.02% +5,866 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 382 shares; 2025Q1: 982 shares; 2025Q2: 992 shares; 2025Q3: 962 shares; 2025Q4: 982 shares 982 $991K 0.02% +20 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,333 shares; 2025Q1: 11,785 shares; 2025Q2: 14,706 shares; 2025Q3: 14,771 shares; 2025Q4: 14,248 shares 14,248 $989K 0.02% -523 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 15,188 shares; 2025Q1: 18,723 shares; 2025Q2: 19,478 shares; 2025Q3: 20,260 shares; 2025Q4: 22,506 shares 22,506 $981K 0.02% +2,246 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares; 2025Q4: 13,916 shares 13,916 $980K 0.02% +6,917 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,427 shares; 2025Q1: 64,787 shares; 2025Q2: 65,200 shares; 2025Q3: 25,928 shares; 2025Q4: 17,644 shares 17,644 $974K 0.02% -8,284 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 10,241 shares; 2025Q1: 10,479 shares; 2025Q2: 9,984 shares; 2025Q3: 9,591 shares; 2025Q4: 9,276 shares 9,276 $961K 0.02% -315 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: not reported; 2024Q4: not reported; 2025Q1: 7,609 shares; 2025Q2: 8,753 shares; 2025Q3: 12,979 shares; 2025Q4: 14,780 shares 14,780 $952K 0.02% +1,801 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 3,209 shares; 2025Q1: 3,771 shares; 2025Q2: 3,851 shares; 2025Q3: 3,760 shares; 2025Q4: 3,686 shares 3,686 $948K 0.02% -74 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES 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: 20,428 shares; 2025Q3: 20,428 shares; 2025Q4: 20,990 shares 20,990 $946K 0.02% +562 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,900 shares; 2025Q2: 6,904 shares; 2025Q3: 6,896 shares; 2025Q4: 6,839 shares 6,839 $942K 0.02% -57 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: 4,840 shares; 2024Q4: 5,126 shares; 2025Q1: 5,529 shares; 2025Q2: 5,543 shares; 2025Q3: 5,504 shares; 2025Q4: 5,395 shares 5,395 $936K 0.02% -109 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 3,702 shares; 2025Q2: 6,629 shares; 2025Q3: 6,809 shares; 2025Q4: 6,818 shares 6,818 $928K 0.02% +9 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: 6,333 shares; 2024Q4: 10,897 shares; 2025Q1: 12,326 shares; 2025Q2: 8,776 shares; 2025Q3: 8,597 shares; 2025Q4: 9,257 shares 9,257 $918K 0.02% +660 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,043 shares; 2024Q4: 16,799 shares; 2025Q1: 17,019 shares; 2025Q2: 16,899 shares; 2025Q3: 16,735 shares; 2025Q4: 17,436 shares 17,436 $913K 0.02% +701 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: 34,813 shares; 2024Q4: 38,838 shares; 2025Q1: 40,885 shares; 2025Q2: 41,822 shares; 2025Q3: 37,620 shares; 2025Q4: 17,802 shares 17,802 $910K 0.02% -19,818 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,860 shares; 2025Q1: 48,414 shares; 2025Q2: 41,552 shares; 2025Q3: 40,508 shares; 2025Q4: 40,631 shares 40,631 $905K 0.02% +123 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,943 shares; 2024Q4: 6,352 shares; 2025Q1: 6,294 shares; 2025Q2: 6,950 shares; 2025Q3: 6,667 shares; 2025Q4: 7,561 shares 7,561 $905K 0.02% +894 Timeline GLOF 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: 14,261 shares; 2024Q4: 15,568 shares; 2025Q1: 16,493 shares; 2025Q2: 16,735 shares; 2025Q3: 16,881 shares; 2025Q4: 17,024 shares 17,024 $899K 0.02% +143 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,330 shares; 2025Q2: 2,394 shares; 2025Q3: 2,394 shares; 2025Q4: 2,294 shares 2,294 $887K 0.02% -100 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,972 shares; 2025Q1: 16,651 shares; 2025Q2: 20,231 shares; 2025Q3: 20,234 shares; 2025Q4: 23,136 shares 23,136 $887K 0.02% +2,902 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,231 shares; 2025Q2: 12,163 shares; 2025Q3: 11,942 shares; 2025Q4: 12,028 shares 12,028 $886K 0.02% +86 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: 6,275 shares 6,275 $885K 0.02% +3,766 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: 10,073 shares; 2024Q4: 12,423 shares; 2025Q1: 12,125 shares; 2025Q2: 12,044 shares; 2025Q3: 12,112 shares; 2025Q4: 11,947 shares 11,947 $878K 0.02% -165 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 892 shares; 2025Q2: 935 shares; 2025Q3: 908 shares; 2025Q4: 1,318 shares 1,318 $874K 0.02% +410 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,073 shares 9,073 $873K 0.02% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 7,074 shares; 2025Q1: 9,167 shares; 2025Q2: 9,272 shares; 2025Q3: 8,822 shares; 2025Q4: 13,565 shares 13,565 $873K 0.02% +4,743 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: 1,850 shares; 2024Q4: 2,321 shares; 2025Q1: 2,464 shares; 2025Q2: 2,844 shares; 2025Q3: 7,780 shares; 2025Q4: 2,790 shares 2,790 $871K 0.02% -4,990 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,484 shares; 2024Q4: 544,693 shares; 2025Q1: 569,022 shares; 2025Q2: 66,439 shares; 2025Q3: 36,464 shares; 2025Q4: 34,185 shares 34,185 $871K 0.02% -2,279 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: 4,973 shares; 2024Q4: 10,912 shares; 2025Q1: 7,258 shares; 2025Q2: 8,330 shares; 2025Q3: 6,811 shares; 2025Q4: 8,646 shares 8,646 $864K 0.02% +1,835 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,636 shares; 2025Q1: 3,130 shares; 2025Q2: 3,150 shares; 2025Q3: 3,448 shares; 2025Q4: 3,138 shares 3,138 $864K 0.02% -310 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: 85,507 shares; 2024Q4: 94,894 shares; 2025Q1: 113,416 shares; 2025Q2: 75,695 shares; 2025Q3: 63,763 shares; 2025Q4: 48,852 shares 48,852 $849K 0.02% -14,911 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: 3,804 shares; 2024Q4: 6,307 shares; 2025Q1: 6,773 shares; 2025Q2: 7,005 shares; 2025Q3: 7,347 shares; 2025Q4: 8,040 shares 8,040 $848K 0.02% +693 Timeline EIPX 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: 19,424 shares; 2025Q1: 23,798 shares; 2025Q2: 23,416 shares; 2025Q3: 23,767 shares; 2025Q4: 31,992 shares 31,992 $846K 0.02% +8,225 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: 7,771 shares; 2024Q4: 10,806 shares; 2025Q1: 12,705 shares; 2025Q2: 14,915 shares; 2025Q3: 15,460 shares; 2025Q4: 17,682 shares 17,682 $846K 0.02% +2,222 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,220 shares; 2024Q4: 139,230 shares; 2025Q1: 130,551 shares; 2025Q2: 18,581 shares; 2025Q3: 12,092 shares; 2025Q4: 11,826 shares 11,826 $840K 0.02% -266 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,610 shares; 2025Q2: 3,617 shares; 2025Q3: 6,954 shares; 2025Q4: 8,308 shares 8,308 $834K 0.02% +1,354 Timeline IBMO 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: 25,237 shares; 2024Q4: 40,596 shares; 2025Q1: 38,052 shares; 2025Q2: 45,042 shares; 2025Q3: 45,728 shares; 2025Q4: 32,403 shares 32,403 $831K 0.02% -13,325 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest 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: 26,447 shares; 2025Q4: 19,759 shares 19,759 $823K 0.02% -6,688 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,486 shares; 2024Q4: 97,195 shares; 2025Q1: 99,627 shares; 2025Q2: 97,473 shares; 2025Q3: 98,745 shares; 2025Q4: 80,810 shares 80,810 $823K 0.02% -17,935 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: 2,139 shares; 2024Q4: 1,845 shares; 2025Q1: 2,032 shares; 2025Q2: 1,937 shares; 2025Q3: 1,979 shares; 2025Q4: 2,330 shares 2,330 $817K 0.01% +351 Timeline AKRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,464 shares 12,464 $817K 0.01% new Timeline AVDV 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: 11,375 shares; 2024Q4: 11,305 shares; 2025Q1: 11,121 shares; 2025Q2: 11,033 shares; 2025Q3: 8,682 shares; 2025Q4: 8,634 shares 8,634 $811K 0.01% -48 Timeline BLACKROCK N Y MUN INCOME TRU BLACKROCK N Y MUN INCOME TRU More: the full row for BLACKROCK N Y MUN INCOME TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,864 shares; 2024Q4: 73,933 shares; 2025Q1: 60,134 shares; 2025Q2: 69,255 shares; 2025Q3: 77,088 shares; 2025Q4: 79,631 shares 79,631 $807K 0.01% +2,543 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,917 shares; 2025Q3: 15,953 shares; 2025Q4: 15,115 shares 15,115 $799K 0.01% -838 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,358 shares; 2025Q1: 5,403 shares; 2025Q2: 5,485 shares; 2025Q3: 5,413 shares; 2025Q4: 5,469 shares 5,469 $785K 0.01% +56 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,821 shares; 2025Q1: 3,945 shares; 2025Q2: 4,094 shares; 2025Q3: 3,990 shares; 2025Q4: 3,864 shares 3,864 $785K 0.01% -126 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN 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: 6,891 shares; 2025Q2: 27,189 shares; 2025Q3: 27,330 shares; 2025Q4: 27,011 shares 27,011 $784K 0.01% -319 Timeline FMAY 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: 16,720 shares; 2025Q1: 16,506 shares; 2025Q2: 14,651 shares; 2025Q3: 14,651 shares; 2025Q4: 14,651 shares 14,651 $783K 0.01% 0 Timeline DFIV 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: 17,489 shares; 2025Q3: 17,541 shares; 2025Q4: 15,637 shares 15,637 $780K 0.01% -1,904 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,680 shares; 2024Q4: 11,434 shares; 2025Q1: 11,429 shares; 2025Q2: 11,553 shares; 2025Q3: 11,823 shares; 2025Q4: 11,952 shares 11,952 $777K 0.01% +129 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,667 shares; 2024Q4: 73,868 shares; 2025Q1: 73,347 shares; 2025Q2: 73,668 shares; 2025Q3: 73,287 shares; 2025Q4: 61,831 shares 61,831 $775K 0.01% -11,456 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 2,036 shares; 2025Q1: 2,750 shares; 2025Q2: 3,039 shares; 2025Q3: 2,603 shares; 2025Q4: 2,907 shares 2,907 $770K 0.01% +304 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: 12,221 shares; 2024Q4: 12,103 shares; 2025Q1: 12,313 shares; 2025Q2: 13,323 shares; 2025Q3: 13,245 shares; 2025Q4: 11,225 shares 11,225 $767K 0.01% -2,020 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: 11,679 shares 11,679 $764K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 457 shares; 2025Q3: 568 shares; 2025Q4: 627 shares 627 $762K 0.01% +59 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: not reported; 2024Q4: not reported; 2025Q1: 525 shares; 2025Q2: 1,077 shares; 2025Q3: 1,107 shares; 2025Q4: 1,450 shares 1,450 $758K 0.01% +343 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,422 shares; 2024Q4: 36,550 shares; 2025Q1: 37,070 shares; 2025Q2: 36,821 shares; 2025Q3: 38,909 shares; 2025Q4: 39,418 shares 39,418 $754K 0.01% +509 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,524 shares; 2025Q2: 64,437 shares; 2025Q3: 65,512 shares; 2025Q4: 63,066 shares 63,066 $748K 0.01% -2,446 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: not reported; 2024Q4: 24,512 shares; 2025Q1: 24,020 shares; 2025Q2: 24,435 shares; 2025Q3: 23,109 shares; 2025Q4: 23,318 shares 23,318 $748K 0.01% +209 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 848 shares; 2025Q1: 950 shares; 2025Q2: 977 shares; 2025Q3: 980 shares; 2025Q4: 1,502 shares 1,502 $736K 0.01% +522 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: not reported; 2024Q4: 7,687 shares; 2025Q1: 8,181 shares; 2025Q2: 8,101 shares; 2025Q3: 8,077 shares; 2025Q4: 8,159 shares 8,159 $734K 0.01% +82 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,891 shares; 2025Q3: 4,203 shares; 2025Q4: 4,282 shares 4,282 $733K 0.01% +79 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,607 shares; 2024Q4: 10,269 shares; 2025Q1: 10,352 shares; 2025Q2: 10,710 shares; 2025Q3: 10,788 shares; 2025Q4: 10,871 shares 10,871 $732K 0.01% +83 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: not reported; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 814 shares; 2025Q4: 1,081 shares 1,081 $728K 0.01% +267 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: 120 shares; 2024Q4: 131 shares; 2025Q1: 115 shares; 2025Q2: 141 shares; 2025Q3: 132 shares; 2025Q4: 135 shares 135 $727K 0.01% +3 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: 1,339 shares; 2024Q4: 3,888 shares; 2025Q1: 4,634 shares; 2025Q2: 4,188 shares; 2025Q3: 3,631 shares; 2025Q4: 3,483 shares 3,483 $727K 0.01% -148 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 1,259 shares; 2025Q3: 1,269 shares; 2025Q4: 1,273 shares 1,273 $726K 0.01% +4 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,752 shares; 2025Q4: 15,752 shares 15,752 $724K 0.01% 0 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,705 shares; 2025Q2: 14,016 shares; 2025Q3: 14,058 shares; 2025Q4: 14,093 shares 14,093 $722K 0.01% +35 Timeline FTRI 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: 44,222 shares; 2025Q1: 44,222 shares; 2025Q2: 47,423 shares; 2025Q3: 46,698 shares; 2025Q4: 46,044 shares 46,044 $721K 0.01% -654 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: 15,954 shares; 2025Q1: 17,518 shares; 2025Q2: 17,633 shares; 2025Q3: 17,710 shares; 2025Q4: 19,829 shares 19,829 $719K 0.01% +2,119 Timeline IBMP 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: 35,684 shares; 2025Q1: 33,855 shares; 2025Q2: 40,883 shares; 2025Q3: 41,436 shares; 2025Q4: 28,044 shares 28,044 $712K 0.01% -13,392 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: not reported; 2024Q4: 3,048 shares; 2025Q1: 3,852 shares; 2025Q2: 3,879 shares; 2025Q3: 3,842 shares; 2025Q4: 5,356 shares 5,356 $711K 0.01% +1,514 Timeline BAPRA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,227 shares; 2025Q3: 10,215 shares; 2025Q4: 10,215 shares 10,215 $705K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 781 shares; 2025Q1: 810 shares; 2025Q2: 840 shares; 2025Q3: 809 shares; 2025Q4: 843 shares 843 $692K 0.01% +34 Timeline DGT 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: 4,014 shares; 2025Q1: 4,096 shares; 2025Q2: 4,090 shares; 2025Q3: 4,098 shares; 2025Q4: 4,146 shares 4,146 $691K 0.01% +48 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,419 shares; 2024Q4: 10,484 shares; 2025Q1: 10,462 shares; 2025Q2: 9,881 shares; 2025Q3: 9,987 shares; 2025Q4: 9,255 shares 9,255 $682K 0.01% -732 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: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: 2,136 shares; 2025Q4: 3,315 shares 3,315 $681K 0.01% +1,179 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: 2,446 shares; 2024Q4: 2,615 shares; 2025Q1: 2,849 shares; 2025Q2: 2,768 shares; 2025Q3: 2,758 shares; 2025Q4: 3,126 shares 3,126 $662K 0.01% +368 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 6,154 shares; 2025Q1: 6,174 shares; 2025Q2: 6,260 shares; 2025Q3: 6,278 shares; 2025Q4: 6,609 shares 6,609 $660K 0.01% +331 Timeline HELO 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: 239,203 shares; 2025Q1: 243,630 shares; 2025Q2: 12,992 shares; 2025Q3: 12,829 shares; 2025Q4: 9,916 shares 9,916 $659K 0.01% -2,913 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: 871 shares; 2024Q4: 958 shares; 2025Q1: 816 shares; 2025Q2: 1,349 shares; 2025Q3: 1,152 shares; 2025Q4: 2,218 shares 2,218 $657K 0.01% +1,066 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: not reported; 2024Q4: not reported; 2025Q1: 1,609 shares; 2025Q2: 1,917 shares; 2025Q3: 3,357 shares; 2025Q4: 3,562 shares 3,562 $648K 0.01% +205 Timeline JPEF 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: 3,445 shares; 2025Q1: 6,907 shares; 2025Q2: 6,907 shares; 2025Q3: 6,907 shares; 2025Q4: 8,674 shares 8,674 $648K 0.01% +1,767 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 2,981 shares; 2025Q1: 4,052 shares; 2025Q2: 4,468 shares; 2025Q3: 4,437 shares; 2025Q4: 4,991 shares 4,991 $644K 0.01% +554 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: 879 shares; 2024Q4: 970 shares; 2025Q1: 1,014 shares; 2025Q2: 1,202 shares; 2025Q3: 989 shares; 2025Q4: 1,136 shares 1,136 $643K 0.01% +147 Timeline TDIV 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: 6,358 shares; 2025Q1: 6,778 shares; 2025Q2: 6,814 shares; 2025Q3: 6,826 shares; 2025Q4: 6,604 shares 6,604 $639K 0.01% -222 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 2,195 shares; 2025Q2: 2,501 shares; 2025Q3: 2,469 shares; 2025Q4: 2,811 shares 2,811 $639K 0.01% +342 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: 6,193 shares; 2024Q4: 6,754 shares; 2025Q1: 6,940 shares; 2025Q2: 7,739 shares; 2025Q3: 7,910 shares; 2025Q4: 13,147 shares 13,147 $635K 0.01% +5,237 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: 14,991 shares; 2024Q4: 35,108 shares; 2025Q1: 29,088 shares; 2025Q2: 29,159 shares; 2025Q3: 7,074 shares; 2025Q4: 5,521 shares 5,521 $629K 0.01% -1,553 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,662 shares; 2025Q2: 9,668 shares; 2025Q3: 9,728 shares; 2025Q4: 9,960 shares 9,960 $622K 0.01% +232 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,016 shares; 2025Q2: 225,788 shares; 2025Q3: 215,363 shares; 2025Q4: 219,083 shares 219,083 $622K 0.01% +3,720 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: 1,650 shares; 2024Q4: 1,663 shares; 2025Q1: 2,132 shares; 2025Q2: 2,634 shares; 2025Q3: 2,783 shares; 2025Q4: 2,817 shares 2,817 $619K 0.01% +34 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 6,714 shares; 2025Q1: 6,102 shares; 2025Q2: 7,778 shares; 2025Q3: 7,926 shares; 2025Q4: 8,525 shares 8,525 $618K 0.01% +599 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: 4,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,217 shares; 2025Q3: 5,793 shares; 2025Q4: 6,088 shares 6,088 $608K 0.01% +295 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: not reported; 2024Q4: 2,401 shares; 2025Q1: 2,743 shares; 2025Q2: 3,608 shares; 2025Q3: 3,601 shares; 2025Q4: 3,747 shares 3,747 $603K 0.01% +146 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,852 shares 3,852 $598K 0.01% new Timeline