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: 43,985 shares; 2024Q4: 43,050 shares; 2025Q1: 37,815 shares; 2025Q2: 37,112 shares; 2025Q3: 37,982 shares; 2025Q4: 170,265 shares 170,265 $46.3M 9.89% +132,283 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: 148,385 shares; 2024Q4: 145,399 shares; 2025Q1: 157,825 shares; 2025Q2: 170,610 shares; 2025Q3: 215,562 shares; 2025Q4: 231,513 shares 231,513 $14.5M 3.09% +15,951 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,663 shares; 2024Q4: 68,330 shares; 2025Q1: 74,311 shares; 2025Q2: 79,205 shares; 2025Q3: 81,104 shares; 2025Q4: 83,962 shares 83,962 $11.7M 2.5% +2,858 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: 54,149 shares; 2024Q4: 230,368 shares; 2025Q1: 265,271 shares; 2025Q2: 291,723 shares; 2025Q3: 307,080 shares; 2025Q4: 315,675 shares 315,675 $10.3M 2.2% +8,595 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: 30,424 shares; 2024Q4: 30,305 shares; 2025Q1: 26,627 shares; 2025Q2: 26,725 shares; 2025Q3: 25,922 shares; 2025Q4: 29,000 shares 29,000 $9.34M 2% +3,078 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: 16,049 shares; 2024Q4: 16,146 shares; 2025Q1: 15,897 shares; 2025Q2: 15,732 shares; 2025Q3: 15,761 shares; 2025Q4: 19,246 shares 19,246 $9.31M 1.99% +3,485 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: 13,475 shares; 2024Q4: 13,267 shares; 2025Q1: 13,162 shares; 2025Q2: 13,127 shares; 2025Q3: 12,966 shares; 2025Q4: 13,059 shares 13,059 $8.94M 1.91% +93 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: 73,237 shares; 2024Q4: 239,597 shares; 2025Q1: 261,329 shares; 2025Q2: 281,793 shares; 2025Q3: 299,105 shares; 2025Q4: 312,579 shares 312,579 $8.57M 1.83% +13,474 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: 57,572 shares; 2024Q4: 58,537 shares; 2025Q1: 61,034 shares; 2025Q2: 66,546 shares; 2025Q3: 82,466 shares; 2025Q4: 83,177 shares 83,177 $7.44M 1.59% +711 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: 13,857 shares; 2024Q4: 13,470 shares; 2025Q1: 13,438 shares; 2025Q2: 13,159 shares; 2025Q3: 13,249 shares; 2025Q4: 14,612 shares 14,612 $7.34M 1.57% +1,363 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: 35,728 shares; 2024Q4: 37,570 shares; 2025Q1: 40,495 shares; 2025Q2: 42,805 shares; 2025Q3: 45,002 shares; 2025Q4: 48,133 shares 48,133 $6.91M 1.48% +3,131 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: 53,259 shares; 2024Q4: 55,503 shares; 2025Q1: 57,026 shares; 2025Q2: 54,554 shares; 2025Q3: 52,572 shares; 2025Q4: 53,263 shares 53,263 $6.57M 1.4% +691 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: 14,637 shares; 2024Q4: 12,512 shares; 2025Q1: 12,471 shares; 2025Q2: 12,053 shares; 2025Q3: 12,018 shares; 2025Q4: 11,912 shares 11,912 $5.81M 1.24% -106 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,360 shares; 2024Q4: 43,278 shares; 2025Q1: 46,137 shares; 2025Q2: 48,028 shares; 2025Q3: 49,697 shares; 2025Q4: 51,710 shares 51,710 $5.38M 1.15% +2,013 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: 79,794 shares; 2024Q4: 79,452 shares; 2025Q1: 81,126 shares; 2025Q2: 77,399 shares; 2025Q3: 77,102 shares; 2025Q4: 79,882 shares 79,882 $5.27M 1.13% +2,780 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: 41,931 shares; 2024Q4: 44,629 shares; 2025Q1: 43,311 shares; 2025Q2: 42,032 shares; 2025Q3: 41,940 shares; 2025Q4: 42,723 shares 42,723 $5.13M 1.1% +783 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: 59,554 shares; 2024Q4: 59,552 shares; 2025Q1: 59,697 shares; 2025Q2: 59,724 shares; 2025Q3: 60,434 shares; 2025Q4: 72,629 shares 72,629 $5.08M 1.08% +12,195 Timeline SCZ 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: 84,916 shares; 2024Q4: 64,063 shares; 2025Q1: 65,177 shares; 2025Q2: 64,391 shares; 2025Q3: 63,483 shares; 2025Q4: 63,735 shares 63,735 $4.94M 1.06% +252 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: 35,818 shares; 2024Q4: 34,608 shares; 2025Q1: 34,544 shares; 2025Q2: 34,979 shares; 2025Q3: 35,407 shares; 2025Q4: 39,455 shares 39,455 $4.75M 1.01% +4,048 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: 2,067 shares; 2024Q4: 2,248 shares; 2025Q1: 1,929 shares; 2025Q2: 2,338 shares; 2025Q3: 2,601 shares; 2025Q4: 10,413 shares 10,413 $4.68M 1% +7,812 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,546 shares; 2024Q4: 14,744 shares; 2025Q1: 14,606 shares; 2025Q2: 14,131 shares; 2025Q3: 14,131 shares; 2025Q4: 14,126 shares 14,126 $4.58M 0.98% -5 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: 12,897 shares; 2024Q4: 12,153 shares; 2025Q1: 11,759 shares; 2025Q2: 11,875 shares; 2025Q3: 10,449 shares; 2025Q4: 14,157 shares 14,157 $4.43M 0.95% +3,708 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: 4,074 shares; 2025Q1: 4,059 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,097 shares 4,097 $4.38M 0.94% +7 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: 14,958 shares; 2024Q4: 14,883 shares; 2025Q1: 14,989 shares; 2025Q2: 15,343 shares; 2025Q3: 15,658 shares; 2025Q4: 20,757 shares 20,757 $4.3M 0.92% +5,099 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: 15,597 shares; 2024Q4: 16,643 shares; 2025Q1: 17,770 shares; 2025Q2: 18,465 shares; 2025Q3: 18,281 shares; 2025Q4: 19,899 shares 19,899 $4.22M 0.9% +1,618 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,080 shares; 2024Q4: 12,219 shares; 2025Q1: 11,651 shares; 2025Q2: 12,903 shares; 2025Q3: 12,144 shares; 2025Q4: 18,077 shares 18,077 $4.17M 0.89% +5,933 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: 17,615 shares; 2024Q4: 15,544 shares; 2025Q1: 13,881 shares; 2025Q2: 12,621 shares; 2025Q3: 12,191 shares; 2025Q4: 22,224 shares 22,224 $4.14M 0.89% +10,033 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: 9,196 shares; 2024Q4: 8,882 shares; 2025Q1: 8,741 shares; 2025Q2: 8,664 shares; 2025Q3: 8,569 shares; 2025Q4: 17,503 shares 17,503 $4M 0.85% +8,934 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: 50,549 shares; 2024Q4: 55,805 shares; 2025Q1: 63,878 shares; 2025Q2: 48,856 shares; 2025Q3: 43,102 shares; 2025Q4: 47,481 shares 47,481 $3.81M 0.81% +4,379 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 20,096 shares; 2025Q1: 20,061 shares; 2025Q2: 20,381 shares; 2025Q3: 20,381 shares; 2025Q4: 20,381 shares 20,381 $3.61M 0.77% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,268 shares; 2025Q1: 13,203 shares; 2025Q2: 12,902 shares; 2025Q3: 12,902 shares; 2025Q4: 12,891 shares 12,891 $3.6M 0.77% -11 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: 3,982 shares; 2024Q4: 4,368 shares; 2025Q1: 3,373 shares; 2025Q2: 3,405 shares; 2025Q3: 3,636 shares; 2025Q4: 5,406 shares 5,406 $3.39M 0.72% +1,770 Timeline IWS 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: 23,780 shares; 2024Q4: 23,930 shares; 2025Q1: 23,282 shares; 2025Q2: 23,777 shares; 2025Q3: 23,777 shares; 2025Q4: 23,777 shares 23,777 $3.35M 0.72% 0 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: not reported; 2024Q4: 20,729 shares; 2025Q1: 45,830 shares; 2025Q2: 53,741 shares; 2025Q3: 53,741 shares; 2025Q4: 58,069 shares 58,069 $3.27M 0.7% +4,328 Timeline IWP 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: 26,221 shares; 2024Q4: 25,686 shares; 2025Q1: 25,031 shares; 2025Q2: 23,314 shares; 2025Q3: 23,314 shares; 2025Q4: 23,284 shares 23,284 $3.19M 0.68% -30 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 10,263 shares; 2025Q1: 10,574 shares; 2025Q2: 10,379 shares; 2025Q3: 10,379 shares; 2025Q4: 10,373 shares 10,373 $3.13M 0.67% -6 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: 15,977 shares; 2024Q4: 16,601 shares; 2025Q1: 16,614 shares; 2025Q2: 16,559 shares; 2025Q3: 16,509 shares; 2025Q4: 16,370 shares 16,370 $3.13M 0.67% -139 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: 40,457 shares; 2024Q4: 39,029 shares; 2025Q1: 38,936 shares; 2025Q2: 39,512 shares; 2025Q3: 39,331 shares; 2025Q4: 39,834 shares 39,834 $3.07M 0.66% +503 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,745 shares; 2024Q4: 14,045 shares; 2025Q1: 14,380 shares; 2025Q2: 14,287 shares; 2025Q3: 14,287 shares; 2025Q4: 14,283 shares 14,283 $3.02M 0.65% -4 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: 8,337 shares; 2024Q4: 8,815 shares; 2025Q1: 9,552 shares; 2025Q2: 11,915 shares; 2025Q3: 12,600 shares; 2025Q4: 13,334 shares 13,334 $2.93M 0.63% +734 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: 8,432 shares; 2024Q4: 10,533 shares; 2025Q1: 10,548 shares; 2025Q2: 10,645 shares; 2025Q3: 10,645 shares; 2025Q4: 10,676 shares 10,676 $2.92M 0.62% +31 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: 16,573 shares; 2024Q4: 16,513 shares; 2025Q1: 18,489 shares; 2025Q2: 18,307 shares; 2025Q3: 18,307 shares; 2025Q4: 25,606 shares 25,606 $2.87M 0.61% +7,299 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: 2,243 shares; 2024Q4: 5,725 shares; 2025Q1: 12,865 shares; 2025Q2: 12,839 shares; 2025Q3: 18,361 shares; 2025Q4: 18,309 shares 18,309 $2.83M 0.61% -52 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: 6,487 shares; 2024Q4: 6,352 shares; 2025Q1: 6,056 shares; 2025Q2: 5,976 shares; 2025Q3: 5,980 shares; 2025Q4: 7,916 shares 7,916 $2.78M 0.59% +1,936 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,591 shares; 2024Q4: 76,858 shares; 2025Q1: 83,032 shares; 2025Q2: 89,283 shares; 2025Q3: 99,216 shares; 2025Q4: 99,479 shares 99,479 $2.76M 0.59% +263 Timeline IJS 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: 21,751 shares; 2024Q4: 24,746 shares; 2025Q1: 24,746 shares; 2025Q2: 25,036 shares; 2025Q3: 23,569 shares; 2025Q4: 23,569 shares 23,569 $2.68M 0.57% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,933 shares; 2025Q1: 4,366 shares; 2025Q2: 4,415 shares; 2025Q3: 4,310 shares; 2025Q4: 4,351 shares 4,351 $2.67M 0.57% +41 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,331 shares; 2024Q4: 17,803 shares; 2025Q1: 18,273 shares; 2025Q2: 18,421 shares; 2025Q3: 18,421 shares; 2025Q4: 20,078 shares 20,078 $2.62M 0.56% +1,657 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,426 shares; 2024Q4: 19,731 shares; 2025Q1: 19,731 shares; 2025Q2: 19,476 shares; 2025Q3: 18,283 shares; 2025Q4: 18,283 shares 18,283 $2.58M 0.55% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,160 shares; 2025Q3: 36,971 shares; 2025Q4: 35,579 shares 35,579 $2.53M 0.54% -1,392 Timeline QGRO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,014 shares 22,014 $2.52M 0.54% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,525 shares; 2025Q2: 12,393 shares; 2025Q3: 12,402 shares; 2025Q4: 14,206 shares 14,206 $2.49M 0.53% +1,804 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: 2,713 shares; 2024Q4: 2,383 shares; 2025Q1: 2,385 shares; 2025Q2: 2,185 shares; 2025Q3: 2,100 shares; 2025Q4: 7,061 shares 7,061 $2.44M 0.52% +4,961 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: 31,077 shares; 2024Q4: 14,945 shares; 2025Q1: 14,847 shares; 2025Q2: 14,562 shares; 2025Q3: 15,783 shares; 2025Q4: 21,782 shares 21,782 $2.43M 0.52% +5,999 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,674 shares; 2024Q4: 56,674 shares; 2025Q1: 56,178 shares; 2025Q2: 58,158 shares; 2025Q3: 49,080 shares; 2025Q4: 47,846 shares 47,846 $2.42M 0.52% -1,234 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,241 shares; 2024Q4: 47,231 shares; 2025Q1: 37,842 shares; 2025Q2: 37,551 shares; 2025Q3: 38,556 shares; 2025Q4: 57,315 shares 57,315 $2.41M 0.51% +18,759 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: 54,538 shares; 2024Q4: 52,090 shares; 2025Q1: 52,200 shares; 2025Q2: 52,984 shares; 2025Q3: 54,836 shares; 2025Q4: 58,702 shares 58,702 $2.39M 0.51% +3,866 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: 2,781 shares; 2024Q4: 2,820 shares; 2025Q1: 2,704 shares; 2025Q2: 2,757 shares; 2025Q3: 3,225 shares; 2025Q4: 3,298 shares 3,298 $2.25M 0.48% +73 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: 21,105 shares; 2024Q4: 21,489 shares; 2025Q1: 21,665 shares; 2025Q2: 14,543 shares; 2025Q3: 15,383 shares; 2025Q4: 16,712 shares 16,712 $2.22M 0.47% +1,329 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: 6,546 shares; 2024Q4: 6,536 shares; 2025Q1: 6,536 shares; 2025Q2: 6,781 shares; 2025Q3: 6,781 shares; 2025Q4: 11,956 shares 11,956 $2.19M 0.47% +5,175 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,622 shares; 2024Q4: 55,783 shares; 2025Q1: 55,853 shares; 2025Q2: 56,153 shares; 2025Q3: 56,153 shares; 2025Q4: 56,300 shares 56,300 $2.11M 0.45% +147 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,504 shares; 2024Q4: 200,704 shares; 2025Q1: 201,095 shares; 2025Q2: 220,453 shares; 2025Q3: 253,766 shares; 2025Q4: 258,815 shares 258,815 $2.1M 0.45% +5,049 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: 19,761 shares; 2024Q4: 18,661 shares; 2025Q1: 22,667 shares; 2025Q2: 28,116 shares; 2025Q3: 29,415 shares; 2025Q4: 30,806 shares 30,806 $2.07M 0.44% +1,391 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: 28,897 shares; 2024Q4: 26,027 shares; 2025Q1: 27,937 shares; 2025Q2: 37,980 shares; 2025Q3: 38,108 shares; 2025Q4: 39,833 shares 39,833 $2.02M 0.43% +1,725 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 8,118 shares; 2025Q1: 8,049 shares; 2025Q2: 8,014 shares; 2025Q3: 8,731 shares; 2025Q4: 7,245 shares 7,245 $2M 0.43% -1,486 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,992 shares; 2024Q4: 19,997 shares; 2025Q1: 20,221 shares; 2025Q2: 19,306 shares; 2025Q3: 19,306 shares; 2025Q4: 19,214 shares 19,214 $1.97M 0.42% -92 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: 2,079 shares; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,479 shares; 2025Q3: 2,484 shares; 2025Q4: 3,357 shares 3,357 $1.92M 0.41% +873 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: 7,148 shares; 2024Q4: 7,148 shares; 2025Q1: 7,173 shares; 2025Q2: 7,343 shares; 2025Q3: 7,343 shares; 2025Q4: 7,854 shares 7,854 $1.89M 0.4% +511 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,417 shares; 2024Q4: 12,250 shares; 2025Q1: 12,839 shares; 2025Q2: 12,768 shares; 2025Q3: 13,250 shares; 2025Q4: 13,298 shares 13,298 $1.88M 0.4% +48 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: 19,501 shares; 2024Q4: 20,251 shares; 2025Q1: 21,036 shares; 2025Q2: 21,336 shares; 2025Q3: 21,336 shares; 2025Q4: 21,482 shares 21,482 $1.87M 0.4% +146 Timeline PFXF 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: 80,125 shares; 2024Q4: 78,781 shares; 2025Q1: 80,249 shares; 2025Q2: 84,519 shares; 2025Q3: 88,453 shares; 2025Q4: 100,676 shares 100,676 $1.78M 0.38% +12,223 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: 10,653 shares; 2024Q4: 10,237 shares; 2025Q1: 10,252 shares; 2025Q2: 10,291 shares; 2025Q3: 11,112 shares; 2025Q4: 12,093 shares 12,093 $1.73M 0.37% +981 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: 27,610 shares; 2024Q4: 29,378 shares; 2025Q1: 29,178 shares; 2025Q2: 27,586 shares; 2025Q3: 32,023 shares; 2025Q4: 38,662 shares 38,662 $1.72M 0.37% +6,639 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: 16,855 shares; 2024Q4: 20,168 shares; 2025Q1: 22,617 shares; 2025Q2: 23,552 shares; 2025Q3: 23,503 shares; 2025Q4: 53,154 shares 53,154 $1.7M 0.36% +29,651 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: 3,311 shares; 2024Q4: 6,105 shares; 2025Q1: 17,817 shares; 2025Q2: 18,829 shares; 2025Q3: 19,223 shares; 2025Q4: 37,617 shares 37,617 $1.68M 0.36% +18,394 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: 10,343 shares; 2024Q4: 12,037 shares; 2025Q1: 13,846 shares; 2025Q2: 13,880 shares; 2025Q3: 13,883 shares; 2025Q4: 14,121 shares 14,121 $1.66M 0.35% +238 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,826 shares; 2024Q4: 84,826 shares; 2025Q1: 84,826 shares; 2025Q2: 84,826 shares; 2025Q3: 84,826 shares; 2025Q4: 84,826 shares 84,826 $1.65M 0.35% 0 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: 1,651 shares; 2024Q4: 1,604 shares; 2025Q1: 1,608 shares; 2025Q2: 1,571 shares; 2025Q3: 1,600 shares; 2025Q4: 1,901 shares 1,901 $1.64M 0.35% +301 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: 25,207 shares; 2024Q4: 27,769 shares; 2025Q1: 28,152 shares; 2025Q2: 20,534 shares; 2025Q3: 21,607 shares; 2025Q4: 35,900 shares 35,900 $1.57M 0.33% +14,293 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,323 shares; 2024Q4: 160,323 shares; 2025Q1: 158,083 shares; 2025Q2: 68,569 shares; 2025Q3: 17,433 shares; 2025Q4: 17,921 shares 17,921 $1.54M 0.33% +488 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: 15,179 shares; 2024Q4: 16,711 shares; 2025Q1: 22,341 shares; 2025Q2: 23,647 shares; 2025Q3: 22,959 shares; 2025Q4: 25,238 shares 25,238 $1.53M 0.33% +2,279 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: 1,330 shares; 2024Q4: 1,340 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,381 shares; 2025Q4: 2,291 shares 2,291 $1.51M 0.32% +910 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,516 shares; 2024Q4: 41,948 shares; 2025Q1: 48,537 shares; 2025Q2: 57,133 shares; 2025Q3: 60,809 shares; 2025Q4: 91,634 shares 91,634 $1.51M 0.32% +30,825 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares 2 $1.51M 0.32% new 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: 1,690 shares; 2024Q4: 1,655 shares; 2025Q1: 1,620 shares; 2025Q2: 4,083 shares; 2025Q3: 3,884 shares; 2025Q4: 4,360 shares 4,360 $1.5M 0.32% +476 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: 2,122 shares; 2024Q4: 2,273 shares; 2025Q1: 2,577 shares; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 4,850 shares 4,850 $1.48M 0.32% +2,282 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: 66,498 shares; 2024Q4: 34,100 shares; 2025Q1: 34,585 shares; 2025Q2: 43,632 shares; 2025Q3: 53,682 shares; 2025Q4: 59,036 shares 59,036 $1.47M 0.31% +5,354 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: 14,799 shares; 2024Q4: 14,327 shares; 2025Q1: 14,509 shares; 2025Q2: 15,027 shares; 2025Q3: 15,027 shares; 2025Q4: 15,157 shares 15,157 $1.46M 0.31% +130 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: 8,342 shares; 2024Q4: 8,344 shares; 2025Q1: 8,345 shares; 2025Q2: 8,597 shares; 2025Q3: 8,350 shares; 2025Q4: 8,976 shares 8,976 $1.44M 0.31% +626 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: 1,445 shares; 2024Q4: 1,396 shares; 2025Q1: 1,361 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 1,335 shares 1,335 $1.43M 0.31% -46 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: 10,551 shares; 2024Q4: 23,166 shares; 2025Q1: 38,984 shares; 2025Q2: 54,312 shares; 2025Q3: 60,718 shares; 2025Q4: 60,750 shares 60,750 $1.42M 0.3% +32 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: 6,683 shares; 2024Q4: 6,683 shares; 2025Q1: 6,848 shares; 2025Q2: 7,661 shares; 2025Q3: 7,787 shares; 2025Q4: 9,311 shares 9,311 $1.42M 0.3% +1,524 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: 8,234 shares; 2024Q4: 7,856 shares; 2025Q1: 8,454 shares; 2025Q2: 8,837 shares; 2025Q3: 8,664 shares; 2025Q4: 9,361 shares 9,361 $1.34M 0.29% +697 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: 11,650 shares; 2024Q4: 13,321 shares; 2025Q1: 16,032 shares; 2025Q2: 17,526 shares; 2025Q3: 17,021 shares; 2025Q4: 18,635 shares 18,635 $1.33M 0.28% +1,614 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: 3,186 shares; 2024Q4: 3,434 shares; 2025Q1: 7,162 shares; 2025Q2: 9,784 shares; 2025Q3: 11,964 shares; 2025Q4: 13,828 shares 13,828 $1.32M 0.28% +1,864 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,910 shares 2,910 $1.29M 0.28% new 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: 2,814 shares; 2024Q4: 2,929 shares; 2025Q1: 3,180 shares; 2025Q2: 2,964 shares; 2025Q3: 3,056 shares; 2025Q4: 3,200 shares 3,200 $1.27M 0.27% +144 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: 19,401 shares; 2024Q4: 18,005 shares; 2025Q1: 25,603 shares; 2025Q2: 27,608 shares; 2025Q3: 25,875 shares; 2025Q4: 27,242 shares 27,242 $1.27M 0.27% +1,367 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: 4,913 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 4,646 shares; 2025Q3: 4,586 shares; 2025Q4: 4,385 shares 4,385 $1.25M 0.27% -201 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: 3,054 shares; 2024Q4: 3,036 shares; 2025Q1: 3,189 shares; 2025Q2: 4,389 shares; 2025Q3: 4,400 shares; 2025Q4: 7,748 shares 7,748 $1.19M 0.26% +3,348 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: 1,009 shares; 2024Q4: 942 shares; 2025Q1: 925 shares; 2025Q2: 3,232 shares; 2025Q3: 3,363 shares; 2025Q4: 3,526 shares 3,526 $1.16M 0.25% +163 Timeline HTRB 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: 92,401 shares; 2024Q4: 47,978 shares; 2025Q1: 32,221 shares; 2025Q2: 32,085 shares; 2025Q3: 32,814 shares; 2025Q4: 33,694 shares 33,694 $1.15M 0.25% +880 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: 6,197 shares; 2024Q4: 6,992 shares; 2025Q1: 7,786 shares; 2025Q2: 7,786 shares; 2025Q3: 7,786 shares; 2025Q4: 10,697 shares 10,697 $1.13M 0.24% +2,911 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: 16,662 shares; 2024Q4: 20,741 shares; 2025Q1: 21,320 shares; 2025Q2: 19,881 shares; 2025Q3: 24,504 shares; 2025Q4: 28,873 shares 28,873 $1.1M 0.24% +4,369 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,797 shares; 2024Q4: 22,176 shares; 2025Q1: 22,348 shares; 2025Q2: 22,596 shares; 2025Q3: 22,849 shares; 2025Q4: 23,201 shares 23,201 $1.1M 0.23% +352 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: 4,733 shares; 2024Q4: 4,977 shares; 2025Q1: 8,722 shares; 2025Q2: 9,261 shares; 2025Q3: 7,734 shares; 2025Q4: 5,496 shares 5,496 $1.09M 0.23% -2,238 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: 8,451 shares; 2024Q4: 8,414 shares; 2025Q1: 8,385 shares; 2025Q2: 8,395 shares; 2025Q3: 11,315 shares; 2025Q4: 11,236 shares 11,236 $1.08M 0.23% -79 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: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares; 2025Q4: 10,717 shares 10,717 $1.08M 0.23% +7,017 Timeline VONG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,757 shares 8,757 $1.07M 0.23% new 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: 11,773 shares; 2024Q4: 12,268 shares; 2025Q1: 12,331 shares; 2025Q2: 12,504 shares; 2025Q3: 12,312 shares; 2025Q4: 12,529 shares 12,529 $1.06M 0.23% +217 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: 13,691 shares; 2024Q4: 13,601 shares; 2025Q1: 12,965 shares; 2025Q2: 13,131 shares; 2025Q3: 12,609 shares; 2025Q4: 12,646 shares 12,646 $1.05M 0.22% +37 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,020 shares; 2025Q1: 10,249 shares; 2025Q2: 11,040 shares; 2025Q3: 11,711 shares; 2025Q4: 12,258 shares 12,258 $1.05M 0.22% +547 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,117 shares; 2025Q3: 15,097 shares; 2025Q4: 16,899 shares 16,899 $1M 0.21% +1,802 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: 6,419 shares; 2024Q4: 6,478 shares; 2025Q1: 6,598 shares; 2025Q2: 6,279 shares; 2025Q3: 6,956 shares; 2025Q4: 9,306 shares 9,306 $980K 0.21% +2,350 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: 1,293 shares; 2024Q4: 1,324 shares; 2025Q1: 1,216 shares; 2025Q2: 1,217 shares; 2025Q3: 1,218 shares; 2025Q4: 2,050 shares 2,050 $970K 0.21% +832 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: 4,986 shares; 2024Q4: 6,303 shares; 2025Q1: 9,113 shares; 2025Q2: 9,271 shares; 2025Q3: 9,119 shares; 2025Q4: 12,024 shares 12,024 $965K 0.21% +2,905 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: 14,701 shares; 2024Q4: 14,368 shares; 2025Q1: 14,028 shares; 2025Q2: 14,549 shares; 2025Q3: 16,791 shares; 2025Q4: 17,354 shares 17,354 $954K 0.2% +563 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: 16,387 shares; 2024Q4: 16,038 shares; 2025Q1: 16,488 shares; 2025Q2: 16,367 shares; 2025Q3: 17,477 shares; 2025Q4: 19,686 shares 19,686 $942K 0.2% +2,209 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: 12,862 shares; 2024Q4: 15,457 shares; 2025Q1: 17,147 shares; 2025Q2: 15,386 shares; 2025Q3: 21,998 shares; 2025Q4: 27,039 shares 27,039 $937K 0.2% +5,041 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: 91,179 shares; 2024Q4: 91,369 shares; 2025Q1: 47,150 shares; 2025Q2: 34,450 shares; 2025Q3: 33,222 shares; 2025Q4: 33,955 shares 33,955 $933K 0.2% +733 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,080 shares; 2025Q3: 21,189 shares; 2025Q4: 19,806 shares 19,806 $915K 0.2% -1,383 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,052 shares; 2024Q4: 11,096 shares; 2025Q1: 11,177 shares; 2025Q2: 11,314 shares; 2025Q3: 11,314 shares; 2025Q4: 11,287 shares 11,287 $905K 0.19% -27 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: not reported; 2024Q4: not reported; 2025Q1: 6,254 shares; 2025Q2: 10,980 shares; 2025Q3: 13,820 shares; 2025Q4: 16,877 shares 16,877 $891K 0.19% +3,057 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: 15,396 shares; 2024Q4: 16,165 shares; 2025Q1: 16,165 shares; 2025Q2: 16,165 shares; 2025Q3: 16,165 shares; 2025Q4: 16,972 shares 16,972 $888K 0.19% +807 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,014 shares; 2025Q3: 14,049 shares; 2025Q4: 13,840 shares 13,840 $882K 0.19% -209 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: 6,114 shares; 2024Q4: 6,114 shares; 2025Q1: 6,114 shares; 2025Q2: 6,114 shares; 2025Q3: 4,731 shares; 2025Q4: 4,755 shares 4,755 $880K 0.19% +24 Timeline SPAB 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: 42,150 shares; 2024Q4: 42,343 shares; 2025Q1: 39,809 shares; 2025Q2: 37,441 shares; 2025Q3: 34,404 shares; 2025Q4: 33,972 shares 33,972 $875K 0.19% -432 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: 6,013 shares; 2024Q4: 6,013 shares; 2025Q1: 6,013 shares; 2025Q2: 6,013 shares; 2025Q3: 6,013 shares; 2025Q4: 6,669 shares 6,669 $851K 0.18% +656 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: 1,882 shares; 2024Q4: 1,902 shares; 2025Q1: 2,018 shares; 2025Q2: 1,887 shares; 2025Q3: 1,905 shares; 2025Q4: 2,136 shares 2,136 $826K 0.18% +231 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest 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: 15,423 shares; 2025Q4: 16,150 shares 16,150 $822K 0.18% +727 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: 52,133 shares; 2024Q4: 52,133 shares; 2025Q1: 53,633 shares; 2025Q2: 60,847 shares; 2025Q3: 60,847 shares; 2025Q4: 66,947 shares 66,947 $805K 0.17% +6,100 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: 2,338 shares; 2024Q4: 2,914 shares; 2025Q1: 2,823 shares; 2025Q2: 2,319 shares; 2025Q3: 2,827 shares; 2025Q4: 3,173 shares 3,173 $803K 0.17% +346 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,490 shares; 2025Q1: 14,417 shares; 2025Q2: 17,947 shares; 2025Q3: 26,332 shares; 2025Q4: 29,944 shares 29,944 $794K 0.17% +3,612 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,057 shares; 2024Q4: 18,057 shares; 2025Q1: 13,557 shares; 2025Q2: 11,887 shares; 2025Q3: 11,887 shares; 2025Q4: 11,887 shares 11,887 $791K 0.17% 0 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: 32,564 shares; 2025Q4: 30,805 shares 30,805 $789K 0.17% -1,759 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: 2,076 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,706 shares; 2025Q3: 2,406 shares; 2025Q4: 2,472 shares 2,472 $787K 0.17% +66 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,404 shares 4,404 $783K 0.17% new Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,255 shares 20,255 $782K 0.17% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,397 shares; 2024Q4: 26,120 shares; 2025Q1: 19,363 shares; 2025Q2: 18,442 shares; 2025Q3: 18,572 shares; 2025Q4: 18,311 shares 18,311 $779K 0.17% -261 Timeline GTO 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: 51,642 shares; 2024Q4: 31,272 shares; 2025Q1: 21,461 shares; 2025Q2: 21,569 shares; 2025Q3: 15,983 shares; 2025Q4: 16,434 shares 16,434 $779K 0.17% +451 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,897 shares; 2025Q1: 1,905 shares; 2025Q2: 1,805 shares; 2025Q3: 2,012 shares; 2025Q4: 2,481 shares 2,481 $778K 0.17% +469 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,529 shares; 2024Q4: 17,537 shares; 2025Q1: 17,767 shares; 2025Q2: 17,734 shares; 2025Q3: 17,734 shares; 2025Q4: 17,680 shares 17,680 $770K 0.16% -54 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,285 shares; 2024Q4: 9,290 shares; 2025Q1: 8,391 shares; 2025Q2: 8,576 shares; 2025Q3: 8,526 shares; 2025Q4: 10,350 shares 10,350 $761K 0.16% +1,824 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: 28,619 shares; 2025Q4: 30,399 shares 30,399 $754K 0.16% +1,780 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: 1,600 shares; 2024Q4: 1,881 shares; 2025Q1: 1,619 shares; 2025Q2: 1,573 shares; 2025Q3: 1,577 shares; 2025Q4: 2,219 shares 2,219 $744K 0.16% +642 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: 24,333 shares; 2024Q4: 25,846 shares; 2025Q1: 23,317 shares; 2025Q2: 25,763 shares; 2025Q3: 27,464 shares; 2025Q4: 27,283 shares 27,283 $728K 0.16% -181 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: 9,400 shares; 2024Q4: 9,468 shares; 2025Q1: 10,700 shares; 2025Q2: 10,326 shares; 2025Q3: 10,651 shares; 2025Q4: 10,396 shares 10,396 $722K 0.15% -255 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,727 shares; 2025Q1: 15,123 shares; 2025Q2: 12,853 shares; 2025Q3: 12,853 shares; 2025Q4: 6,937 shares 6,937 $709K 0.15% -5,916 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: 5,793 shares; 2024Q4: 5,788 shares; 2025Q1: 6,198 shares; 2025Q2: 7,103 shares; 2025Q3: 7,114 shares; 2025Q4: 7,481 shares 7,481 $697K 0.15% +367 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 6,378 shares; 2025Q1: 5,238 shares; 2025Q2: 6,483 shares; 2025Q3: 6,933 shares; 2025Q4: 6,933 shares 6,933 $693K 0.15% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,882 shares; 2025Q1: 13,134 shares; 2025Q2: 17,791 shares; 2025Q3: 22,795 shares; 2025Q4: 24,369 shares 24,369 $673K 0.14% +1,574 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR 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: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,636 shares 6,636 $669K 0.14% -14 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: 13,223 shares; 2024Q4: 13,223 shares; 2025Q1: 13,619 shares; 2025Q2: 13,619 shares; 2025Q3: 13,619 shares; 2025Q4: 14,426 shares 14,426 $656K 0.14% +807 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,105 shares; 2025Q3: 2,134 shares; 2025Q4: 2,172 shares 2,172 $643K 0.14% +38 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: 5,036 shares; 2024Q4: 4,814 shares; 2025Q1: 4,815 shares; 2025Q2: 4,703 shares; 2025Q3: 4,614 shares; 2025Q4: 4,278 shares 4,278 $636K 0.14% -336 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: 26,064 shares; 2024Q4: 24,269 shares; 2025Q1: 23,485 shares; 2025Q2: 23,344 shares; 2025Q3: 21,947 shares; 2025Q4: 25,450 shares 25,450 $632K 0.14% +3,503 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,127 shares; 2025Q1: 3,505 shares; 2025Q2: 4,873 shares; 2025Q3: 5,902 shares; 2025Q4: 5,902 shares 5,902 $632K 0.14% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 1,434 shares; 2025Q1: 1,299 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,339 shares 1,339 $623K 0.13% +62 Timeline IJJ 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: 4,725 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares 4,725 $622K 0.13% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 6,340 shares; 2025Q1: 6,340 shares; 2025Q2: 6,340 shares; 2025Q3: 6,340 shares; 2025Q4: 6,340 shares 6,340 $614K 0.13% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,909 shares; 2024Q4: 18,389 shares; 2025Q1: 18,499 shares; 2025Q2: 19,042 shares; 2025Q3: 19,077 shares; 2025Q4: 19,677 shares 19,677 $609K 0.13% +600 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,068 shares; 2025Q1: 1,937 shares; 2025Q2: 1,945 shares; 2025Q3: 1,954 shares; 2025Q4: 2,886 shares 2,886 $607K 0.13% +932 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: 3,136 shares; 2025Q1: 3,086 shares; 2025Q2: 2,577 shares; 2025Q3: 2,652 shares; 2025Q4: 2,769 shares 2,769 $601K 0.13% +117 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: 11,385 shares; 2024Q4: 11,385 shares; 2025Q1: 11,385 shares; 2025Q2: 11,317 shares; 2025Q3: 11,290 shares; 2025Q4: 11,135 shares 11,135 $599K 0.13% -155 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,055 shares 10,055 $584K 0.12% new 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: 9,989 shares; 2024Q4: 9,600 shares; 2025Q1: 9,612 shares; 2025Q2: 9,622 shares; 2025Q3: 9,632 shares; 2025Q4: 9,912 shares 9,912 $572K 0.12% +280 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: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 106 shares 106 $568K 0.12% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,529 shares 5,529 $562K 0.12% new 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: 1,496 shares; 2024Q4: 1,445 shares; 2025Q1: 1,447 shares; 2025Q2: 1,431 shares; 2025Q3: 1,432 shares; 2025Q4: 1,802 shares 1,802 $555K 0.12% +370 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,953 shares; 2025Q3: 13,234 shares; 2025Q4: 17,537 shares 17,537 $555K 0.12% +4,303 Timeline TYLD 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: 32,990 shares; 2024Q4: 35,422 shares; 2025Q1: 22,352 shares; 2025Q2: 20,562 shares; 2025Q3: 21,899 shares; 2025Q4: 22,001 shares 22,001 $554K 0.12% +102 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,849 shares; 2024Q4: 25,413 shares; 2025Q1: 26,358 shares; 2025Q2: 25,956 shares; 2025Q3: 27,791 shares; 2025Q4: 28,927 shares 28,927 $547K 0.12% +1,136 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: 5,013 shares; 2024Q4: 4,975 shares; 2025Q1: 4,746 shares; 2025Q2: 4,636 shares; 2025Q3: 4,704 shares; 2025Q4: 4,669 shares 4,669 $531K 0.11% -35 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: 7,602 shares; 2025Q3: 13,487 shares; 2025Q4: 13,770 shares 13,770 $531K 0.11% +283 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: 3,665 shares; 2024Q4: 4,945 shares; 2025Q1: 5,446 shares; 2025Q2: 5,512 shares; 2025Q3: 5,513 shares; 2025Q4: 5,661 shares 5,661 $530K 0.11% +148 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,543 shares; 2024Q4: 16,543 shares; 2025Q1: 15,588 shares; 2025Q2: 15,588 shares; 2025Q3: 15,588 shares; 2025Q4: 15,548 shares 15,548 $519K 0.11% -40 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: 7,266 shares; 2024Q4: 6,800 shares; 2025Q1: 9,778 shares; 2025Q2: 10,224 shares; 2025Q3: 8,771 shares; 2025Q4: 9,409 shares 9,409 $515K 0.11% +638 Timeline DHS 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: 3,150 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 4,383 shares; 2025Q3: 4,939 shares; 2025Q4: 4,949 shares 4,949 $504K 0.11% +10 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: 3,199 shares; 2025Q2: 3,320 shares; 2025Q3: 3,112 shares; 2025Q4: 4,219 shares 4,219 $503K 0.11% +1,107 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,038 shares; 2025Q4: 9,683 shares 9,683 $484K 0.1% +2,645 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest 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: 15,078 shares; 2025Q4: 15,016 shares 15,016 $482K 0.1% -62 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,370 shares 8,370 $479K 0.1% new 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: 11,634 shares; 2024Q4: 9,444 shares; 2025Q1: 8,947 shares; 2025Q2: 7,811 shares; 2025Q3: 8,034 shares; 2025Q4: 8,798 shares 8,798 $475K 0.1% +764 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,080 shares; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 3,027 shares 3,027 $458K 0.1% -57 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,085 shares 4,085 $457K 0.1% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,783 shares; 2025Q4: 1,757 shares 1,757 $456K 0.1% -26 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: not reported; 2025Q3: 12,335 shares; 2025Q4: 13,612 shares 13,612 $453K 0.1% +1,277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares 1,695 $449K 0.1% new Timeline TMSL 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: 10,696 shares; 2024Q4: 10,817 shares; 2025Q1: 10,330 shares; 2025Q2: 6,765 shares; 2025Q3: 11,857 shares; 2025Q4: 12,243 shares 12,243 $440K 0.09% +386 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,080 shares 8,080 $431K 0.09% new 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: 3,355 shares; 2024Q4: 3,355 shares; 2025Q1: 3,456 shares; 2025Q2: 3,418 shares; 2025Q3: 3,368 shares; 2025Q4: 3,328 shares 3,328 $429K 0.09% -40 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares; 2025Q1: 3,285 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares 3,530 $427K 0.09% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 8,880 shares; 2025Q1: 8,555 shares; 2025Q2: 8,255 shares; 2025Q3: 8,255 shares; 2025Q4: 11,073 shares 11,073 $425K 0.09% +2,818 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 16,926 shares; 2025Q1: 17,017 shares; 2025Q2: not reported; 2025Q3: 8,184 shares; 2025Q4: 11,879 shares 11,879 $420K 0.09% +3,695 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,371 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,843 shares 1,843 $415K 0.09% +11 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 10,970 shares; 2025Q1: 10,894 shares; 2025Q2: 10,894 shares; 2025Q3: 12,894 shares; 2025Q4: 12,719 shares 12,719 $415K 0.09% -175 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: 12,500 shares; 2024Q4: 11,452 shares; 2025Q1: 10,808 shares; 2025Q2: 11,238 shares; 2025Q3: 9,101 shares; 2025Q4: 9,091 shares 9,091 $404K 0.09% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,501 shares; 2025Q3: 2,983 shares; 2025Q4: 3,644 shares 3,644 $402K 0.09% +661 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 417 shares; 2025Q4: 611 shares 611 $400K 0.09% +194 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: not reported; 2024Q4: not reported; 2025Q1: 9,941 shares; 2025Q2: 14,226 shares; 2025Q3: 15,731 shares; 2025Q4: 17,212 shares 17,212 $396K 0.08% +1,481 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,384 shares; 2025Q3: 5,384 shares; 2025Q4: 5,083 shares 5,083 $395K 0.08% -301 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: 1,537 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,021 shares; 2025Q3: not reported; 2025Q4: 2,262 shares 2,262 $392K 0.08% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 24,168 shares; 2025Q4: 24,239 shares 24,239 $390K 0.08% +71 Timeline DFEB 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: 8,146 shares 8,146 $389K 0.08% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,185 shares; 2025Q3: 11,836 shares; 2025Q4: 9,623 shares 9,623 $387K 0.08% -2,213 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,369 shares; 2025Q1: 2,137 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,682 shares 1,682 $380K 0.08% +53 Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 28,478 shares; 2025Q2: 39,606 shares; 2025Q3: 39,606 shares; 2025Q4: 39,481 shares 39,481 $368K 0.08% -125 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,511 shares; 2025Q3: 9,560 shares; 2025Q4: 10,308 shares 10,308 $367K 0.08% +748 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,876 shares 13,876 $357K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares 2,211 $355K 0.08% new 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: 583 shares; 2024Q4: 574 shares; 2025Q1: 565 shares; 2025Q2: 526 shares; 2025Q3: 533 shares; 2025Q4: 619 shares 619 $353K 0.08% +86 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: 3,338 shares; 2024Q4: 2,827 shares; 2025Q1: 2,556 shares; 2025Q2: 2,721 shares; 2025Q3: 1,816 shares; 2025Q4: 1,830 shares 1,830 $351K 0.07% +14 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: 1,569 shares; 2024Q4: 1,167 shares; 2025Q1: 1,155 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 1,750 shares 1,750 $341K 0.07% +751 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 5,542 shares 5,542 $339K 0.07% new 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: 5,039 shares; 2024Q4: 3,976 shares; 2025Q1: 4,792 shares; 2025Q2: 3,662 shares; 2025Q3: 3,601 shares; 2025Q4: 5,629 shares 5,629 $339K 0.07% +2,028 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 1,927 shares 1,927 $338K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,563 shares 1,563 $335K 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: not reported; 2025Q1: not reported; 2025Q2: 9,327 shares; 2025Q3: 12,395 shares; 2025Q4: 12,180 shares 12,180 $333K 0.07% -215 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,031 shares 2,031 $328K 0.07% 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: 1,300 shares; 2024Q4: 537 shares; 2025Q1: 538 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 659 shares 659 $319K 0.07% +65 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: 970 shares; 2024Q4: 935 shares; 2025Q1: 907 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 1,224 shares 1,224 $315K 0.07% +372 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: 1,325 shares; 2024Q4: 1,273 shares; 2025Q1: 1,374 shares; 2025Q2: 1,165 shares; 2025Q3: 1,026 shares; 2025Q4: 2,127 shares 2,127 $306K 0.07% +1,101 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 680 shares; 2025Q4: 847 shares 847 $299K 0.06% +167 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,939 shares; 2024Q4: 23,505 shares; 2025Q1: 23,505 shares; 2025Q2: 23,474 shares; 2025Q3: 23,474 shares; 2025Q4: 23,506 shares 23,506 $293K 0.06% +32 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares 3,750 $289K 0.06% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,089 shares; 2024Q4: 17,089 shares; 2025Q1: 17,107 shares; 2025Q2: 14,706 shares; 2025Q3: 14,725 shares; 2025Q4: 14,764 shares 14,764 $288K 0.06% +39 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: not reported; 2025Q1: not reported; 2025Q2: 6,626 shares; 2025Q3: 7,459 shares; 2025Q4: 5,787 shares 5,787 $287K 0.06% -1,672 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,500 shares; 2024Q4: 42,270 shares; 2025Q1: 42,770 shares; 2025Q2: 44,270 shares; 2025Q3: 44,270 shares; 2025Q4: 44,960 shares 44,960 $282K 0.06% +690 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,391 shares; 2025Q1: 8,391 shares; 2025Q2: 9,828 shares; 2025Q3: 10,778 shares; 2025Q4: 10,778 shares 10,778 $279K 0.06% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 653 shares 653 $276K 0.06% +12 Timeline NUEM 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: 7,550 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares 7,550 $269K 0.06% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 905 shares 905 $266K 0.06% new Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,105 shares; 2024Q4: 18,105 shares; 2025Q1: 18,105 shares; 2025Q2: 18,105 shares; 2025Q3: 18,105 shares; 2025Q4: 18,105 shares 18,105 $262K 0.06% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 4,023 shares; 2025Q1: 3,990 shares; 2025Q2: 3,415 shares; 2025Q3: 3,418 shares; 2025Q4: 3,099 shares 3,099 $260K 0.06% -319 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,910 shares; 2024Q4: 10,008 shares; 2025Q1: 7,156 shares; 2025Q2: 5,563 shares; 2025Q3: 5,563 shares; 2025Q4: 4,986 shares 4,986 $256K 0.05% -577 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,109 shares; 2025Q1: not reported; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares; 2025Q4: 2,980 shares 2,980 $255K 0.05% -228 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: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,044 shares; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares; 2025Q4: 4,059 shares 4,059 $254K 0.05% +15 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,270 shares; 2025Q1: not reported; 2025Q2: 5,270 shares; 2025Q3: 5,270 shares; 2025Q4: 5,270 shares 5,270 $252K 0.05% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,620 shares 21,620 $251K 0.05% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,610 shares 2,610 $251K 0.05% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,540 shares; 2024Q4: 4,540 shares; 2025Q1: 4,540 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 3,940 shares 3,940 $251K 0.05% +170 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares 1,925 $250K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,586 shares 5,586 $248K 0.05% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 285 shares; 2025Q1: 282 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 2,612 shares 2,612 $245K 0.05% +2,376 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,225 shares; 2025Q2: 4,230 shares; 2025Q3: 3,855 shares; 2025Q4: 4,093 shares 4,093 $240K 0.05% +238 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 419 shares 419 $239K 0.05% new Timeline SYLD 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: 3,530 shares; 2024Q4: 4,033 shares; 2025Q1: 3,385 shares; 2025Q2: 3,386 shares; 2025Q3: 3,388 shares; 2025Q4: 3,388 shares 3,388 $236K 0.05% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,149 shares; 2025Q1: 4,149 shares; 2025Q2: 3,544 shares; 2025Q3: 3,423 shares; 2025Q4: 3,291 shares 3,291 $232K 0.05% -132 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: 915 shares; 2024Q4: 863 shares; 2025Q1: 836 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares 859 $230K 0.05% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,204 shares 2,204 $228K 0.05% +25 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: 3,740 shares; 2024Q4: 4,810 shares; 2025Q1: 4,809 shares; 2025Q2: not reported; 2025Q3: 3,966 shares; 2025Q4: 3,921 shares 3,921 $227K 0.05% -45 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: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 2,289 shares; 2025Q3: 2,397 shares; 2025Q4: 2,411 shares 2,411 $227K 0.05% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares 683 $224K 0.05% new Timeline SPEM 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: 5,882 shares; 2024Q4: 5,418 shares; 2025Q1: 5,267 shares; 2025Q2: 4,998 shares; 2025Q3: not reported; 2025Q4: 4,775 shares 4,775 $224K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares 221 $223K 0.05% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,485 shares; 2025Q4: 1,301 shares 1,301 $223K 0.05% -184 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,621 shares; 2025Q1: 9,469 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,854 shares 7,854 $222K 0.05% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,137 shares 8,137 $219K 0.05% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,050 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,107 shares 4,107 $217K 0.05% +107 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,893 shares; 2024Q4: 26,910 shares; 2025Q1: 26,155 shares; 2025Q2: 18,787 shares; 2025Q3: 21,320 shares; 2025Q4: 16,493 shares 16,493 $216K 0.05% -4,827 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,341 shares 3,341 $215K 0.05% new Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $215K 0.05% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,541 shares; 2025Q1: 2,374 shares; 2025Q2: 2,378 shares; 2025Q3: 2,381 shares; 2025Q4: 2,670 shares 2,670 $213K 0.05% +289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,677 shares 1,677 $210K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares 564 $209K 0.04% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares; 2025Q4: 2,376 shares 2,376 $208K 0.04% +14 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 13,394 shares; 2025Q1: 12,659 shares; 2025Q2: 11,434 shares; 2025Q3: 11,434 shares; 2025Q4: 8,824 shares 8,824 $206K 0.04% -2,610 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: 5,884 shares; 2024Q4: 6,813 shares; 2025Q1: 7,177 shares; 2025Q2: 5,087 shares; 2025Q3: 2,416 shares; 2025Q4: 1,780 shares 1,780 $203K 0.04% -636 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 15,100 shares 15,100 $199K 0.04% 0 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 12,358 shares; 2025Q1: 12,358 shares; 2025Q2: 12,358 shares; 2025Q3: 12,358 shares; 2025Q4: 12,358 shares 12,358 $199K 0.04% 0 Timeline BGC BGC GROUP INC More: the full row for BGC 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: 20,109 shares; 2025Q2: 20,109 shares; 2025Q3: 20,109 shares; 2025Q4: 20,063 shares 20,063 $179K 0.04% -46 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,676 shares; 2024Q4: 10,856 shares; 2025Q1: 10,861 shares; 2025Q2: 10,566 shares; 2025Q3: 10,573 shares; 2025Q4: 10,583 shares 10,583 $150K 0.03% +10 Timeline EQS EQUUS TOTAL RETURN INC More: the full row for EQUUS TOTAL RETURN 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: 16,666 shares; 2025Q4: 21,666 shares 21,666 $30.7K 0.01% +5,000 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $24.8K 0.01% new Timeline