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: 342,124 shares; 2024Q4: 339,682 shares; 2025Q1: 423,033 shares; 2025Q2: 405,367 shares; 2025Q3: 388,301 shares; 2025Q4: 394,965 shares 394,965 $269M 5.77% +6,664 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,528 shares; 2024Q4: 10,311 shares; 2025Q1: 1,737,097 shares; 2025Q2: 1,933,490 shares; 2025Q3: 2,050,726 shares; 2025Q4: 2,109,337 shares 2,109,337 $203M 4.35% +58,611 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,958 shares; 2024Q4: 657,532 shares; 2025Q1: 628,923 shares; 2025Q2: 609,926 shares; 2025Q3: 640,733 shares; 2025Q4: 654,138 shares 654,138 $178M 3.81% +13,405 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: 190,913 shares; 2024Q4: 196,094 shares; 2025Q1: 188,890 shares; 2025Q2: 190,788 shares; 2025Q3: 216,639 shares; 2025Q4: 213,258 shares 213,258 $146M 3.13% -3,381 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: 211,914 shares; 2024Q4: 209,238 shares; 2025Q1: 227,547 shares; 2025Q2: 219,039 shares; 2025Q3: 213,462 shares; 2025Q4: 223,534 shares 223,534 $108M 2.32% +10,072 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: 213,447 shares; 2024Q4: 207,017 shares; 2025Q1: 203,547 shares; 2025Q2: 203,096 shares; 2025Q3: 206,869 shares; 2025Q4: 210,651 shares 210,651 $106M 2.27% +3,782 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: 8,654 shares; 2024Q4: 7,406 shares; 2025Q1: 845,889 shares; 2025Q2: 869,949 shares; 2025Q3: 1,009,428 shares; 2025Q4: 1,008,955 shares 1,008,955 $101M 2.17% -473 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: 61,563 shares; 2024Q4: 63,444 shares; 2025Q1: 63,463 shares; 2025Q2: 63,791 shares; 2025Q3: 65,754 shares; 2025Q4: 65,809 shares 65,809 $70.7M 1.52% +55 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: 335,829 shares; 2024Q4: 311,334 shares; 2025Q1: 302,732 shares; 2025Q2: 308,321 shares; 2025Q3: 339,716 shares; 2025Q4: 347,535 shares 347,535 $64.8M 1.39% +7,819 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: 92,423 shares; 2024Q4: 88,889 shares; 2025Q1: 80,010 shares; 2025Q2: 87,486 shares; 2025Q3: 91,390 shares; 2025Q4: 94,448 shares 94,448 $59.2M 1.27% +3,058 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: 207,768 shares; 2024Q4: 195,008 shares; 2025Q1: 201,116 shares; 2025Q2: 202,706 shares; 2025Q3: 221,317 shares; 2025Q4: 219,890 shares 219,890 $50.8M 1.09% -1,427 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,933 shares; 2024Q4: 145,952 shares; 2025Q1: 150,371 shares; 2025Q2: 174,876 shares; 2025Q3: 723,719 shares; 2025Q4: 914,056 shares 914,056 $49.2M 1.06% +190,337 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: 714,349 shares; 2024Q4: 699,817 shares; 2025Q1: 712,469 shares; 2025Q2: 728,718 shares; 2025Q3: 739,114 shares; 2025Q4: 782,065 shares 782,065 $48.9M 1.05% +42,951 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: 156,500 shares; 2024Q4: 140,017 shares; 2025Q1: 134,519 shares; 2025Q2: 127,376 shares; 2025Q3: 136,499 shares; 2025Q4: 138,362 shares 138,362 $43.3M 0.93% +1,863 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: 90,777 shares; 2024Q4: 93,110 shares; 2025Q1: 56,603 shares; 2025Q2: 62,515 shares; 2025Q3: 67,238 shares; 2025Q4: 68,638 shares 68,638 $42.2M 0.9% +1,400 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: 121,855 shares; 2024Q4: 115,959 shares; 2025Q1: 117,219 shares; 2025Q2: 130,271 shares; 2025Q3: 131,036 shares; 2025Q4: 130,160 shares 130,160 $40.8M 0.88% -876 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,236 shares; 2024Q4: 250,080 shares; 2025Q1: 479,405 shares; 2025Q2: 490,577 shares; 2025Q3: 446,128 shares; 2025Q4: 380,353 shares 380,353 $34.8M 0.75% -65,775 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: 44,114 shares; 2024Q4: 43,050 shares; 2025Q1: 42,556 shares; 2025Q2: 44,076 shares; 2025Q3: 48,478 shares; 2025Q4: 51,264 shares 51,264 $33.8M 0.73% +2,786 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: 105,932 shares; 2024Q4: 97,621 shares; 2025Q1: 95,935 shares; 2025Q2: 95,090 shares; 2025Q3: 99,334 shares; 2025Q4: 98,604 shares 98,604 $31.8M 0.68% -730 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: 386,226 shares; 2024Q4: 384,510 shares; 2025Q1: 511,526 shares; 2025Q2: 524,429 shares; 2025Q3: 526,505 shares; 2025Q4: 567,270 shares 567,270 $30.5M 0.65% +40,765 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: 102,308 shares; 2024Q4: 98,395 shares; 2025Q1: 83,040 shares; 2025Q2: 87,117 shares; 2025Q3: 86,592 shares; 2025Q4: 89,637 shares 89,637 $30.1M 0.64% +3,045 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,543 shares; 2024Q4: 106,398 shares; 2025Q1: 109,171 shares; 2025Q2: 140,161 shares; 2025Q3: 573,796 shares; 2025Q4: 536,625 shares 536,625 $28.4M 0.61% -37,171 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: 149,393 shares; 2024Q4: 147,533 shares; 2025Q1: 149,403 shares; 2025Q2: 163,330 shares; 2025Q3: 197,711 shares; 2025Q4: 197,082 shares 197,082 $28.3M 0.61% -629 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: 46,953 shares; 2024Q4: 48,739 shares; 2025Q1: 53,381 shares; 2025Q2: 55,080 shares; 2025Q3: 60,209 shares; 2025Q4: 59,737 shares 59,737 $26.9M 0.58% -472 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: 122,899 shares; 2024Q4: 124,759 shares; 2025Q1: 124,300 shares; 2025Q2: 122,393 shares; 2025Q3: 119,433 shares; 2025Q4: 120,240 shares 120,240 $26.4M 0.57% +807 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: 452,267 shares; 2024Q4: 474,189 shares; 2025Q1: 471,350 shares; 2025Q2: 468,471 shares; 2025Q3: 468,789 shares; 2025Q4: 492,663 shares 492,663 $25.8M 0.55% +23,874 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: 278,844 shares; 2024Q4: 110,966 shares; 2025Q1: 253,365 shares; 2025Q2: 106,420 shares; 2025Q3: 114,649 shares; 2025Q4: 253,683 shares 253,683 $25.3M 0.54% +139,034 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: 63,762 shares; 2024Q4: 57,334 shares; 2025Q1: 61,184 shares; 2025Q2: 62,219 shares; 2025Q3: 69,204 shares; 2025Q4: 69,938 shares 69,938 $24.2M 0.52% +734 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: 114,836 shares; 2024Q4: 106,741 shares; 2025Q1: 124,895 shares; 2025Q2: 126,242 shares; 2025Q3: 124,257 shares; 2025Q4: 125,729 shares 125,729 $24M 0.51% +1,472 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: 639,541 shares; 2024Q4: 646,228 shares; 2025Q1: 725,674 shares; 2025Q2: 737,503 shares; 2025Q3: 731,202 shares; 2025Q4: 714,694 shares 714,694 $23.3M 0.5% -16,508 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,517 shares; 2024Q4: 32,771 shares; 2025Q1: 31,613 shares; 2025Q2: 31,281 shares; 2025Q3: 432,054 shares; 2025Q4: 419,512 shares 419,512 $19.7M 0.42% -12,542 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,751 shares; 2024Q4: 66,029 shares; 2025Q1: 166,203 shares; 2025Q2: 232,410 shares; 2025Q3: 393,880 shares; 2025Q4: 413,560 shares 413,560 $18.4M 0.39% +19,680 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351,795 shares; 2025Q4: 331,717 shares 331,717 $18.2M 0.39% -20,078 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: 279,621 shares; 2024Q4: 286,043 shares; 2025Q1: 308,813 shares; 2025Q2: 305,344 shares; 2025Q3: 313,838 shares; 2025Q4: 298,086 shares 298,086 $18.1M 0.39% -15,752 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,894 shares; 2024Q4: 589,523 shares; 2025Q1: 594,324 shares; 2025Q2: 601,228 shares; 2025Q3: 606,334 shares; 2025Q4: 599,323 shares 599,323 $17.7M 0.38% -7,011 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: 15,862 shares; 2024Q4: 15,632 shares; 2025Q1: 16,965 shares; 2025Q2: 18,108 shares; 2025Q3: 19,626 shares; 2025Q4: 20,117 shares 20,117 $17.3M 0.37% +491 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,974 shares; 2024Q4: 290,445 shares; 2025Q1: 301,161 shares; 2025Q2: 299,748 shares; 2025Q3: 344,002 shares; 2025Q4: 357,640 shares 357,640 $16.9M 0.36% +13,638 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: 67,923 shares; 2024Q4: 68,904 shares; 2025Q1: 62,641 shares; 2025Q2: 62,938 shares; 2025Q3: 58,541 shares; 2025Q4: 117,439 shares 117,439 $16.9M 0.36% +58,898 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: 138,156 shares; 2024Q4: 141,418 shares; 2025Q1: 129,438 shares; 2025Q2: 137,853 shares; 2025Q3: 138,992 shares; 2025Q4: 136,417 shares 136,417 $16.8M 0.36% -2,575 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: 234,178 shares; 2024Q4: 208,052 shares; 2025Q1: 210,995 shares; 2025Q2: 228,141 shares; 2025Q3: 238,793 shares; 2025Q4: 237,661 shares 237,661 $16.5M 0.35% -1,132 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: 42,442 shares; 2024Q4: 37,586 shares; 2025Q1: 33,102 shares; 2025Q2: 32,618 shares; 2025Q3: 32,634 shares; 2025Q4: 33,714 shares 33,714 $16.4M 0.35% +1,080 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: 643,301 shares; 2024Q4: 635,877 shares; 2025Q1: 641,700 shares; 2025Q2: 647,225 shares; 2025Q3: 683,383 shares; 2025Q4: 690,824 shares 690,824 $16.1M 0.35% +7,441 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: 184,699 shares; 2024Q4: 206,700 shares; 2025Q1: 304,143 shares; 2025Q2: 382,473 shares; 2025Q3: 502,587 shares; 2025Q4: 594,973 shares 594,973 $15.9M 0.34% +92,386 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: 220,143 shares; 2024Q4: 206,100 shares; 2025Q1: 238,765 shares; 2025Q2: 219,566 shares; 2025Q3: 212,276 shares; 2025Q4: 193,974 shares 193,974 $15.6M 0.33% -18,302 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: 48,110 shares; 2024Q4: 45,910 shares; 2025Q1: 43,894 shares; 2025Q2: 43,542 shares; 2025Q3: 44,828 shares; 2025Q4: 44,129 shares 44,129 $15.5M 0.33% -699 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,061 shares; 2024Q4: 221,914 shares; 2025Q1: 227,969 shares; 2025Q2: 230,000 shares; 2025Q3: 224,997 shares; 2025Q4: 234,209 shares 234,209 $15.1M 0.32% +9,212 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,972 shares; 2024Q4: 299,758 shares; 2025Q1: 299,308 shares; 2025Q2: 301,818 shares; 2025Q3: 327,383 shares; 2025Q4: 340,395 shares 340,395 $15.1M 0.32% +13,012 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,399 shares; 2024Q4: 10,955 shares; 2025Q1: 24,762 shares; 2025Q2: 23,269 shares; 2025Q3: 24,946 shares; 2025Q4: 19,034 shares 19,034 $14.3M 0.31% -5,912 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: 44,439 shares; 2024Q4: 50,563 shares; 2025Q1: 55,704 shares; 2025Q2: 58,805 shares; 2025Q3: 65,413 shares; 2025Q4: 66,040 shares 66,040 $14.1M 0.3% +627 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: 275,120 shares; 2024Q4: 342,927 shares; 2025Q1: 383,219 shares; 2025Q2: 291,381 shares; 2025Q3: 306,755 shares; 2025Q4: 303,265 shares 303,265 $14.1M 0.3% -3,490 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: 88,549 shares; 2024Q4: 84,587 shares; 2025Q1: 82,701 shares; 2025Q2: 88,759 shares; 2025Q3: 90,441 shares; 2025Q4: 91,883 shares 91,883 $14M 0.3% +1,442 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: 140,842 shares; 2024Q4: 114,760 shares; 2025Q1: 126,771 shares; 2025Q2: 124,832 shares; 2025Q3: 123,657 shares; 2025Q4: 123,388 shares 123,388 $13.7M 0.29% -269 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: 543,921 shares; 2024Q4: 564,980 shares; 2025Q1: 547,828 shares; 2025Q2: 535,985 shares; 2025Q3: 519,775 shares; 2025Q4: 494,351 shares 494,351 $13.6M 0.29% -25,424 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: 25,605 shares; 2024Q4: 23,316 shares; 2025Q1: 18,870 shares; 2025Q2: 22,664 shares; 2025Q3: 28,666 shares; 2025Q4: 33,827 shares 33,827 $13.4M 0.29% +5,161 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: 14,723 shares; 2024Q4: 14,396 shares; 2025Q1: 14,383 shares; 2025Q2: 14,498 shares; 2025Q3: 14,285 shares; 2025Q4: 141,659 shares 141,659 $13.3M 0.28% +127,374 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,061 shares; 2024Q4: 141,356 shares; 2025Q1: 153,715 shares; 2025Q2: 72,997 shares; 2025Q3: 140,044 shares; 2025Q4: 162,082 shares 162,082 $13.2M 0.28% +22,038 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: 235,362 shares; 2024Q4: 233,784 shares; 2025Q1: 225,229 shares; 2025Q2: 256,968 shares; 2025Q3: 248,211 shares; 2025Q4: 255,934 shares 255,934 $12.9M 0.28% +7,723 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: 32,055 shares; 2024Q4: 36,880 shares; 2025Q1: 435,287 shares; 2025Q2: 605,224 shares; 2025Q3: 296,226 shares; 2025Q4: 250,807 shares 250,807 $12.7M 0.27% -45,419 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: 87,006 shares; 2024Q4: 94,921 shares; 2025Q1: 107,682 shares; 2025Q2: 116,529 shares; 2025Q3: 119,256 shares; 2025Q4: 103,311 shares 103,311 $12.6M 0.27% -15,945 Timeline GSY 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: 24,991 shares; 2024Q4: 35,010 shares; 2025Q1: 55,938 shares; 2025Q2: 134,235 shares; 2025Q3: 244,247 shares; 2025Q4: 248,690 shares 248,690 $12.5M 0.27% +4,443 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: 103,220 shares; 2024Q4: 99,714 shares; 2025Q1: 103,917 shares; 2025Q2: 103,794 shares; 2025Q3: 109,742 shares; 2025Q4: 103,669 shares 103,669 $12.5M 0.27% -6,073 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,821 shares; 2024Q4: 47,663 shares; 2025Q1: 41,781 shares; 2025Q2: 93,978 shares; 2025Q3: 107,303 shares; 2025Q4: 105,846 shares 105,846 $12.5M 0.27% -1,457 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,853 shares; 2024Q4: 428,803 shares; 2025Q1: 456,873 shares; 2025Q2: 442,043 shares; 2025Q3: 449,410 shares; 2025Q4: 373,072 shares 373,072 $12.4M 0.27% -76,338 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 8,841 shares; 2025Q1: 16,250 shares; 2025Q2: 25,139 shares; 2025Q3: 36,222 shares; 2025Q4: 34,528 shares 34,528 $12.4M 0.27% -1,694 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: 51,398 shares; 2024Q4: 63,108 shares; 2025Q1: 59,401 shares; 2025Q2: 57,638 shares; 2025Q3: 74,471 shares; 2025Q4: 69,689 shares 69,689 $12.4M 0.27% -4,782 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,519 shares; 2024Q4: 112,916 shares; 2025Q1: 82,484 shares; 2025Q2: 124,908 shares; 2025Q3: 256,434 shares; 2025Q4: 204,193 shares 204,193 $12.2M 0.26% -52,241 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: 50,766 shares; 2024Q4: 44,598 shares; 2025Q1: 46,643 shares; 2025Q2: 48,656 shares; 2025Q3: 52,606 shares; 2025Q4: 56,300 shares 56,300 $11.9M 0.26% +3,694 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: 17,301 shares; 2025Q1: 17,321 shares; 2025Q2: 88,561 shares; 2025Q3: 92,424 shares; 2025Q4: 99,490 shares 99,490 $11.9M 0.25% +7,066 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,616 shares; 2024Q4: 170,481 shares; 2025Q1: 230,386 shares; 2025Q2: 243,925 shares; 2025Q3: 258,575 shares; 2025Q4: 233,293 shares 233,293 $11.8M 0.25% -25,282 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: 9,590,971 shares; 2024Q4: 11,332,555 shares; 2025Q1: 335,722 shares; 2025Q2: 309,453 shares; 2025Q3: 303,460 shares; 2025Q4: 509,904 shares 509,904 $11.7M 0.25% +206,444 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,023 shares; 2024Q4: 61,253 shares; 2025Q1: 60,046 shares; 2025Q2: 56,931 shares; 2025Q3: 56,255 shares; 2025Q4: 56,614 shares 56,614 $11.7M 0.25% +359 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: 228,910 shares; 2024Q4: 189,527 shares; 2025Q1: 152,113 shares; 2025Q2: 153,094 shares; 2025Q3: 154,409 shares; 2025Q4: 147,823 shares 147,823 $11.4M 0.24% -6,586 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,611 shares; 2024Q4: 65,245 shares; 2025Q1: 63,203 shares; 2025Q2: 56,985 shares; 2025Q3: 54,321 shares; 2025Q4: 58,245 shares 58,245 $11.4M 0.24% +3,924 Timeline KBWP 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: 70,390 shares; 2024Q4: 69,800 shares; 2025Q1: 71,620 shares; 2025Q2: 78,757 shares; 2025Q3: 85,161 shares; 2025Q4: 89,150 shares 89,150 $11.3M 0.24% +3,989 Timeline CGCP 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: 497,533 shares; 2024Q4: 495,038 shares; 2025Q1: 490,378 shares; 2025Q2: 482,686 shares; 2025Q3: 500,932 shares; 2025Q4: 496,370 shares 496,370 $11.2M 0.24% -4,562 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,235 shares; 2024Q4: 102,719 shares; 2025Q1: 104,245 shares; 2025Q2: 120,853 shares; 2025Q3: 144,727 shares; 2025Q4: 154,807 shares 154,807 $11.1M 0.24% +10,080 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,647 shares; 2024Q4: 122,216 shares; 2025Q1: 121,084 shares; 2025Q2: 136,460 shares; 2025Q3: 134,697 shares; 2025Q4: 139,776 shares 139,776 $11M 0.24% +5,079 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,794 shares; 2024Q4: 52,228 shares; 2025Q1: 51,851 shares; 2025Q2: 51,401 shares; 2025Q3: 51,195 shares; 2025Q4: 52,398 shares 52,398 $11M 0.23% +1,203 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,998 shares; 2024Q4: 183,911 shares; 2025Q1: 194,672 shares; 2025Q2: 199,053 shares; 2025Q3: 215,643 shares; 2025Q4: 217,378 shares 217,378 $10.8M 0.23% +1,735 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,735 shares; 2024Q4: 197,658 shares; 2025Q1: 197,572 shares; 2025Q2: 218,111 shares; 2025Q3: 215,320 shares; 2025Q4: 223,157 shares 223,157 $10.8M 0.23% +7,837 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,730 shares; 2024Q4: 8,723 shares; 2025Q1: 4,117 shares; 2025Q2: 9,334 shares; 2025Q3: 44,368 shares; 2025Q4: 46,690 shares 46,690 $10.5M 0.22% +2,322 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,813 shares; 2024Q4: 373,129 shares; 2025Q1: 384,034 shares; 2025Q2: 409,092 shares; 2025Q3: 423,899 shares; 2025Q4: 428,919 shares 428,919 $10.5M 0.22% +5,020 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,499 shares; 2024Q4: 125,584 shares; 2025Q1: 117,001 shares; 2025Q2: 123,119 shares; 2025Q3: 128,118 shares; 2025Q4: 128,825 shares 128,825 $10.4M 0.22% +707 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: 18,901 shares; 2024Q4: 17,600 shares; 2025Q1: 20,090 shares; 2025Q2: 19,603 shares; 2025Q3: 18,255 shares; 2025Q4: 17,954 shares 17,954 $10.3M 0.22% -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: 124,771 shares; 2024Q4: 86,177 shares; 2025Q1: 177,053 shares; 2025Q2: 194,888 shares; 2025Q3: 226,849 shares; 2025Q4: 235,209 shares 235,209 $10.3M 0.22% +8,360 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,686 shares; 2024Q4: 115,516 shares; 2025Q1: 115,706 shares; 2025Q2: 137,936 shares; 2025Q3: 138,448 shares; 2025Q4: 138,255 shares 138,255 $10.2M 0.22% -193 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,823 shares; 2024Q4: 120,845 shares; 2025Q1: 130,443 shares; 2025Q2: 132,456 shares; 2025Q3: 122,636 shares; 2025Q4: 122,833 shares 122,833 $10.2M 0.22% +197 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: 26,992 shares; 2024Q4: 26,889 shares; 2025Q1: 23,620 shares; 2025Q2: 21,595 shares; 2025Q3: 21,718 shares; 2025Q4: 22,664 shares 22,664 $10.1M 0.22% +946 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,670 shares; 2024Q4: 113,823 shares; 2025Q1: 127,218 shares; 2025Q2: 124,320 shares; 2025Q3: 125,933 shares; 2025Q4: 125,146 shares 125,146 $10M 0.22% -787 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,472 shares; 2024Q4: 214,888 shares; 2025Q1: 213,020 shares; 2025Q2: 220,940 shares; 2025Q3: 226,450 shares; 2025Q4: 232,220 shares 232,220 $9.94M 0.21% +5,770 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: 31,081 shares; 2024Q4: 29,260 shares; 2025Q1: 24,872 shares; 2025Q2: 26,242 shares; 2025Q3: 26,670 shares; 2025Q4: 28,829 shares 28,829 $9.92M 0.21% +2,159 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,049 shares; 2024Q4: 42,022 shares; 2025Q1: 52,266 shares; 2025Q2: 62,861 shares; 2025Q3: 89,815 shares; 2025Q4: 85,217 shares 85,217 $9.81M 0.21% -4,598 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: 31,566 shares; 2024Q4: 25,801 shares; 2025Q1: 38,063 shares; 2025Q2: 122,335 shares; 2025Q3: 138,922 shares; 2025Q4: 163,906 shares 163,906 $9.72M 0.21% +24,984 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: 71,922 shares; 2024Q4: 69,747 shares; 2025Q1: 196,159 shares; 2025Q2: 200,660 shares; 2025Q3: 208,665 shares; 2025Q4: 217,111 shares 217,111 $9.64M 0.21% +8,446 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: 254,901 shares; 2024Q4: 284,347 shares; 2025Q1: 219,346 shares; 2025Q2: 240,868 shares; 2025Q3: 188,122 shares; 2025Q4: 211,746 shares 211,746 $9.62M 0.21% +23,624 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,819 shares; 2024Q4: 138,814 shares; 2025Q1: 142,966 shares; 2025Q2: 152,642 shares; 2025Q3: 154,829 shares; 2025Q4: 203,887 shares 203,887 $9.6M 0.21% +49,058 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,434 shares; 2024Q4: 244,512 shares; 2025Q1: 248,451 shares; 2025Q2: 258,748 shares; 2025Q3: 244,552 shares; 2025Q4: 284,038 shares 284,038 $9.52M 0.2% +39,486 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: 37,826 shares; 2024Q4: 38,184 shares; 2025Q1: 28,443 shares; 2025Q2: 29,777 shares; 2025Q3: 31,749 shares; 2025Q4: 32,049 shares 32,049 $9.49M 0.2% +300 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: 94,722 shares; 2024Q4: 157,060 shares; 2025Q1: 172,850 shares; 2025Q2: 169,546 shares; 2025Q3: 176,291 shares; 2025Q4: 186,429 shares 186,429 $9.26M 0.2% +10,138 Timeline CANQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 299,312 shares; 2025Q4: 310,729 shares 310,729 $9.25M 0.2% +11,417 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: 108,395 shares; 2024Q4: 108,803 shares; 2025Q1: 171,014 shares; 2025Q2: 177,262 shares; 2025Q3: 144,968 shares; 2025Q4: 142,833 shares 142,833 $9.2M 0.2% -2,135 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: 144,907 shares; 2024Q4: 245,750 shares; 2025Q1: 151,425 shares; 2025Q2: 154,370 shares; 2025Q3: 169,384 shares; 2025Q4: 167,949 shares 167,949 $9.2M 0.2% -1,435 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,214 shares; 2024Q4: 30,970 shares; 2025Q1: 33,414 shares; 2025Q2: 34,856 shares; 2025Q3: 35,078 shares; 2025Q4: 44,736 shares 44,736 $9.16M 0.2% +9,658 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,645 shares; 2025Q1: 71,053 shares; 2025Q2: 109,546 shares; 2025Q3: 245,716 shares; 2025Q4: 258,872 shares 258,872 $9.14M 0.2% +13,156 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,783 shares; 2024Q4: 30,439 shares; 2025Q1: 27,927 shares; 2025Q2: 34,151 shares; 2025Q3: 35,096 shares; 2025Q4: 35,360 shares 35,360 $9.12M 0.2% +264 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,157 shares; 2024Q4: 45,450 shares; 2025Q1: 44,946 shares; 2025Q2: 46,475 shares; 2025Q3: 47,416 shares; 2025Q4: 45,786 shares 45,786 $9.09M 0.19% -1,630 Timeline SPTL 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: 465,147 shares; 2024Q4: 313,490 shares; 2025Q1: 327,765 shares; 2025Q2: 369,692 shares; 2025Q3: 386,824 shares; 2025Q4: 339,852 shares 339,852 $9M 0.19% -46,972 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: 43,254 shares; 2024Q4: 15,615 shares; 2025Q1: 146,223 shares; 2025Q2: 193,476 shares; 2025Q3: 212,062 shares; 2025Q4: 222,521 shares 222,521 $8.95M 0.19% +10,459 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: 19,301 shares; 2024Q4: 19,093 shares; 2025Q1: 19,198 shares; 2025Q2: 19,192 shares; 2025Q3: 19,086 shares; 2025Q4: 18,736 shares 18,736 $8.87M 0.19% -350 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,865 shares; 2024Q4: 37,455 shares; 2025Q1: 59,039 shares; 2025Q2: 70,354 shares; 2025Q3: 107,115 shares; 2025Q4: 89,101 shares 89,101 $8.84M 0.19% -18,014 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: 103,640 shares; 2024Q4: 111,192 shares; 2025Q1: 121,068 shares; 2025Q2: 133,925 shares; 2025Q3: 139,735 shares; 2025Q4: 133,792 shares 133,792 $8.83M 0.19% -5,943 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,075 shares; 2024Q4: 212,931 shares; 2025Q1: 282,512 shares; 2025Q2: 310,177 shares; 2025Q3: 247,897 shares; 2025Q4: 300,092 shares 300,092 $8.8M 0.19% +52,195 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: 64,750 shares; 2024Q4: 62,362 shares; 2025Q1: 60,217 shares; 2025Q2: 62,114 shares; 2025Q3: 60,779 shares; 2025Q4: 60,621 shares 60,621 $8.56M 0.18% -158 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: 86,823 shares; 2024Q4: 85,347 shares; 2025Q1: 85,037 shares; 2025Q2: 82,504 shares; 2025Q3: 77,966 shares; 2025Q4: 78,853 shares 78,853 $8.3M 0.18% +887 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: 50,885 shares; 2024Q4: 40,716 shares; 2025Q1: 32,754 shares; 2025Q2: 32,435 shares; 2025Q3: 43,950 shares; 2025Q4: 44,483 shares 44,483 $8.16M 0.17% +533 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,940 shares; 2024Q4: 25,413 shares; 2025Q1: 76,009 shares; 2025Q2: 86,082 shares; 2025Q3: 87,333 shares; 2025Q4: 86,569 shares 86,569 $8.15M 0.17% -764 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,990 shares; 2024Q4: 62,944 shares; 2025Q1: 64,774 shares; 2025Q2: 71,685 shares; 2025Q3: 76,229 shares; 2025Q4: 78,853 shares 78,853 $8.04M 0.17% +2,624 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: 40,387 shares; 2024Q4: 33,950 shares; 2025Q1: 33,904 shares; 2025Q2: 34,813 shares; 2025Q3: 33,747 shares; 2025Q4: 34,452 shares 34,452 $7.87M 0.17% +705 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 77,463 shares; 2025Q1: 126,524 shares; 2025Q2: 155,606 shares; 2025Q3: 162,432 shares; 2025Q4: 168,155 shares 168,155 $7.78M 0.17% +5,723 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 6,929 shares; 2025Q1: 12,474 shares; 2025Q2: 15,061 shares; 2025Q3: 21,518 shares; 2025Q4: 22,371 shares 22,371 $7.67M 0.16% +853 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,709 shares; 2024Q4: 52,204 shares; 2025Q1: 156,767 shares; 2025Q2: 93,797 shares; 2025Q3: 202,635 shares; 2025Q4: 152,785 shares 152,785 $7.64M 0.16% -49,850 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,707 shares; 2024Q4: 16,841 shares; 2025Q1: 72,717 shares; 2025Q2: 71,551 shares; 2025Q3: 72,311 shares; 2025Q4: 71,199 shares 71,199 $7.6M 0.16% -1,112 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: 54,085 shares; 2024Q4: 51,440 shares; 2025Q1: 57,015 shares; 2025Q2: 50,608 shares; 2025Q3: 50,252 shares; 2025Q4: 52,899 shares 52,899 $7.58M 0.16% +2,647 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: 109,910 shares; 2024Q4: 120,358 shares; 2025Q1: 175,109 shares; 2025Q2: 187,652 shares; 2025Q3: 151,595 shares; 2025Q4: 132,264 shares 132,264 $7.57M 0.16% -19,331 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: 97,716 shares; 2024Q4: 90,059 shares; 2025Q1: 92,147 shares; 2025Q2: 102,038 shares; 2025Q3: 86,555 shares; 2025Q4: 90,296 shares 90,296 $7.48M 0.16% +3,741 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,899 shares; 2024Q4: 232,168 shares; 2025Q1: 233,482 shares; 2025Q2: 274,627 shares; 2025Q3: 280,869 shares; 2025Q4: 283,828 shares 283,828 $7.44M 0.16% +2,959 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: 144,726 shares; 2024Q4: 157,557 shares; 2025Q1: 137,647 shares; 2025Q2: 144,973 shares; 2025Q3: 156,546 shares; 2025Q4: 182,525 shares 182,525 $7.43M 0.16% +25,979 Timeline IBHH 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: 17,918 shares; 2024Q4: 16,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307,576 shares; 2025Q4: 311,226 shares 311,226 $7.37M 0.16% +3,650 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,977 shares; 2024Q4: 39,150 shares; 2025Q1: 152,399 shares; 2025Q2: 155,464 shares; 2025Q3: 160,377 shares; 2025Q4: 159,072 shares 159,072 $7.32M 0.16% -1,305 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,366 shares; 2024Q4: 83,501 shares; 2025Q1: 86,542 shares; 2025Q2: 88,298 shares; 2025Q3: 97,124 shares; 2025Q4: 159,901 shares 159,901 $7.32M 0.16% +62,777 Timeline IBHG 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: 9,544 shares; 2024Q4: 264,948 shares; 2025Q1: 294,361 shares; 2025Q2: 299,434 shares; 2025Q3: 335,264 shares; 2025Q4: 325,723 shares 325,723 $7.27M 0.16% -9,541 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: 7,120 shares; 2024Q4: 7,220 shares; 2025Q1: 6,643 shares; 2025Q2: 27,880 shares; 2025Q3: 29,874 shares; 2025Q4: 28,311 shares 28,311 $7.16M 0.15% -1,563 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,517 shares; 2024Q4: 18,846 shares; 2025Q1: 18,458 shares; 2025Q2: 22,894 shares; 2025Q3: 25,154 shares; 2025Q4: 24,413 shares 24,413 $7.09M 0.15% -741 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: 191,377 shares; 2024Q4: 164,761 shares; 2025Q1: 172,898 shares; 2025Q2: 180,782 shares; 2025Q3: 198,980 shares; 2025Q4: 204,252 shares 204,252 $7.08M 0.15% +5,272 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,920 shares; 2024Q4: 23,823 shares; 2025Q1: 112,749 shares; 2025Q2: 119,455 shares; 2025Q3: 122,835 shares; 2025Q4: 123,997 shares 123,997 $7.04M 0.15% +1,162 Timeline IBHF 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: 200,822 shares; 2024Q4: 224,776 shares; 2025Q1: 263,675 shares; 2025Q2: 271,980 shares; 2025Q3: 302,620 shares; 2025Q4: 303,880 shares 303,880 $7.01M 0.15% +1,260 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,375 shares; 2024Q4: 171,559 shares; 2025Q1: 160,566 shares; 2025Q2: 366,459 shares; 2025Q3: 358,301 shares; 2025Q4: 343,175 shares 343,175 $6.94M 0.15% -15,126 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,257 shares; 2024Q4: 83,680 shares; 2025Q1: 81,203 shares; 2025Q2: 84,825 shares; 2025Q3: 84,317 shares; 2025Q4: 83,744 shares 83,744 $6.91M 0.15% -573 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: 83,951 shares; 2024Q4: 85,197 shares; 2025Q1: 81,934 shares; 2025Q2: 70,369 shares; 2025Q3: 67,834 shares; 2025Q4: 60,588 shares 60,588 $6.89M 0.15% -7,246 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,510 shares; 2024Q4: 5,448 shares; 2025Q1: 7,657 shares; 2025Q2: 8,313 shares; 2025Q3: 8,503 shares; 2025Q4: 7,776 shares 7,776 $6.84M 0.15% -727 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,188 shares; 2024Q4: 170,734 shares; 2025Q1: 187,185 shares; 2025Q2: 201,002 shares; 2025Q3: 123,489 shares; 2025Q4: 135,201 shares 135,201 $6.82M 0.15% +11,712 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: 70,017 shares; 2024Q4: 75,325 shares; 2025Q1: 69,794 shares; 2025Q2: 67,910 shares; 2025Q3: 69,681 shares; 2025Q4: 61,773 shares 61,773 $6.81M 0.15% -7,908 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: 130,118 shares; 2024Q4: 119,969 shares; 2025Q1: 107,558 shares; 2025Q2: 112,196 shares; 2025Q3: 114,428 shares; 2025Q4: 117,998 shares 117,998 $6.8M 0.15% +3,570 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,297 shares; 2024Q4: 22,551 shares; 2025Q1: 21,502 shares; 2025Q2: 23,853 shares; 2025Q3: 26,419 shares; 2025Q4: 27,353 shares 27,353 $6.73M 0.14% +934 Timeline JUNM 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: 241,913 shares; 2024Q4: 239,038 shares; 2025Q1: 222,521 shares; 2025Q2: 210,494 shares; 2025Q3: 204,470 shares; 2025Q4: 196,515 shares 196,515 $6.73M 0.14% -7,955 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,886 shares; 2024Q4: 67,355 shares; 2025Q1: 65,912 shares; 2025Q2: 82,005 shares; 2025Q3: 80,889 shares; 2025Q4: 84,986 shares 84,986 $6.62M 0.14% +4,097 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,967 shares; 2024Q4: 54,036 shares; 2025Q1: 57,500 shares; 2025Q2: 59,518 shares; 2025Q3: 58,319 shares; 2025Q4: 59,917 shares 59,917 $6.6M 0.14% +1,598 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: 186,487 shares; 2024Q4: 200,941 shares; 2025Q1: 203,036 shares; 2025Q2: 213,827 shares; 2025Q3: 209,616 shares; 2025Q4: 204,385 shares 204,385 $6.55M 0.14% -5,231 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,705 shares; 2024Q4: 163,126 shares; 2025Q1: 158,504 shares; 2025Q2: 149,118 shares; 2025Q3: 150,213 shares; 2025Q4: 147,228 shares 147,228 $6.52M 0.14% -2,985 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: 236,417 shares; 2024Q4: 235,308 shares; 2025Q1: 235,730 shares; 2025Q2: 237,483 shares; 2025Q3: 239,406 shares; 2025Q4: 238,730 shares 238,730 $6.42M 0.14% -676 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,815 shares; 2024Q4: 52,295 shares; 2025Q1: 53,790 shares; 2025Q2: 56,477 shares; 2025Q3: 60,299 shares; 2025Q4: 62,619 shares 62,619 $6.42M 0.14% +2,320 Timeline VONV 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: 54,660 shares; 2024Q4: 61,878 shares; 2025Q1: 68,865 shares; 2025Q2: 77,090 shares; 2025Q3: 80,132 shares; 2025Q4: 68,109 shares 68,109 $6.29M 0.13% -12,023 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: 24,310 shares; 2025Q2: 32,411 shares; 2025Q3: 47,307 shares; 2025Q4: 186,000 shares 186,000 $6.19M 0.13% +138,693 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,318 shares; 2025Q4: 161,973 shares 161,973 $6.12M 0.13% +2,655 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,674 shares; 2025Q4: 96,290 shares 96,290 $6.11M 0.13% -384 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: 203,141 shares; 2024Q4: 200,810 shares; 2025Q1: 221,393 shares; 2025Q2: 233,541 shares; 2025Q3: 238,511 shares; 2025Q4: 243,826 shares 243,826 $6.07M 0.13% +5,315 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: 11,469 shares; 2024Q4: 11,245 shares; 2025Q1: 11,281 shares; 2025Q2: 12,298 shares; 2025Q3: 13,426 shares; 2025Q4: 12,547 shares 12,547 $6.07M 0.13% -879 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: 43,254 shares; 2024Q4: 43,280 shares; 2025Q1: 40,878 shares; 2025Q2: 36,759 shares; 2025Q3: 36,151 shares; 2025Q4: 37,661 shares 37,661 $6.04M 0.13% +1,510 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,003 shares 130,003 $6.04M 0.13% new 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 12 shares; 2025Q2: 13 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.13% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,574 shares; 2024Q4: 48,073 shares; 2025Q1: 43,546 shares; 2025Q2: 44,790 shares; 2025Q3: 37,184 shares; 2025Q4: 38,696 shares 38,696 $6M 0.13% +1,512 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: 68,476 shares; 2024Q4: 76,251 shares; 2025Q1: 74,344 shares; 2025Q2: 80,259 shares; 2025Q3: 84,005 shares; 2025Q4: 84,013 shares 84,013 $6M 0.13% +8 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,784 shares; 2024Q4: 52,551 shares; 2025Q1: 55,481 shares; 2025Q2: 62,720 shares; 2025Q3: 72,762 shares; 2025Q4: 85,999 shares 85,999 $5.97M 0.13% +13,237 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: 65,061 shares; 2024Q4: 60,070 shares; 2025Q1: 62,298 shares; 2025Q2: 75,674 shares; 2025Q3: 83,142 shares; 2025Q4: 88,637 shares 88,637 $5.96M 0.13% +5,495 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,026 shares; 2024Q4: 16,538 shares; 2025Q1: 15,933 shares; 2025Q2: 15,817 shares; 2025Q3: 16,501 shares; 2025Q4: 16,977 shares 16,977 $5.94M 0.13% +476 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,259 shares; 2024Q4: 48,798 shares; 2025Q1: 43,712 shares; 2025Q2: 42,910 shares; 2025Q3: 40,254 shares; 2025Q4: 39,616 shares 39,616 $5.9M 0.13% -638 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: 54,652 shares; 2024Q4: 55,393 shares; 2025Q1: 68,897 shares; 2025Q2: 88,992 shares; 2025Q3: 108,882 shares; 2025Q4: 109,099 shares 109,099 $5.88M 0.13% +217 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: 88,283 shares; 2024Q4: 69,418 shares; 2025Q1: 56,581 shares; 2025Q2: 69,656 shares; 2025Q3: 64,304 shares; 2025Q4: 131,453 shares 131,453 $5.88M 0.13% +67,149 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,372 shares; 2025Q1: 17,894 shares; 2025Q2: 21,202 shares; 2025Q3: 43,192 shares; 2025Q4: 44,793 shares 44,793 $5.87M 0.13% +1,601 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: 261,569 shares; 2024Q4: 266,292 shares; 2025Q1: 230,746 shares; 2025Q2: 231,744 shares; 2025Q3: 215,286 shares; 2025Q4: 230,329 shares 230,329 $5.72M 0.12% +15,043 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: 25,581 shares; 2024Q4: 9,941 shares; 2025Q1: 10,631 shares; 2025Q2: 12,289 shares; 2025Q3: 22,385 shares; 2025Q4: 25,987 shares 25,987 $5.64M 0.12% +3,602 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: 84,373 shares; 2024Q4: 92,707 shares; 2025Q1: 98,857 shares; 2025Q2: 98,586 shares; 2025Q3: 91,590 shares; 2025Q4: 106,752 shares 106,752 $5.63M 0.12% +15,162 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,290 shares; 2024Q4: 46,285 shares; 2025Q1: 46,408 shares; 2025Q2: 46,679 shares; 2025Q3: 46,479 shares; 2025Q4: 46,636 shares 46,636 $5.58M 0.12% +157 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,741 shares; 2024Q4: 27,739 shares; 2025Q1: 62,712 shares; 2025Q2: 87,856 shares; 2025Q3: 129,450 shares; 2025Q4: 119,646 shares 119,646 $5.56M 0.12% -9,804 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,442 shares; 2024Q4: 95,027 shares; 2025Q1: 102,538 shares; 2025Q2: 116,201 shares; 2025Q3: 120,108 shares; 2025Q4: 120,553 shares 120,553 $5.56M 0.12% +445 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 7,412 shares; 2025Q1: 9,077 shares; 2025Q2: 9,078 shares; 2025Q3: 17,871 shares; 2025Q4: 18,276 shares 18,276 $5.55M 0.12% +405 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: 20,835 shares; 2024Q4: 18,465 shares; 2025Q1: 16,732 shares; 2025Q2: 21,220 shares; 2025Q3: 17,728 shares; 2025Q4: 16,771 shares 16,771 $5.54M 0.12% -957 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: 77,239 shares; 2024Q4: 81,538 shares; 2025Q1: 78,813 shares; 2025Q2: 77,393 shares; 2025Q3: 89,906 shares; 2025Q4: 97,239 shares 97,239 $5.48M 0.12% +7,333 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: 29,289 shares; 2024Q4: 38,956 shares; 2025Q1: 55,661 shares; 2025Q2: 72,736 shares; 2025Q3: 92,361 shares; 2025Q4: 94,294 shares 94,294 $5.48M 0.12% +1,933 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 10,371 shares; 2025Q1: 39,658 shares; 2025Q2: 46,711 shares; 2025Q3: 96,254 shares; 2025Q4: 71,641 shares 71,641 $5.46M 0.12% -24,613 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,830 shares; 2025Q3: 208,121 shares; 2025Q4: 214,810 shares 214,810 $5.44M 0.12% +6,689 Timeline VIOV 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: 51,151 shares; 2025Q2: 56,544 shares; 2025Q3: 56,888 shares; 2025Q4: 55,284 shares 55,284 $5.4M 0.12% -1,604 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,570 shares; 2024Q4: 43,987 shares; 2025Q1: 24,854 shares; 2025Q2: 24,583 shares; 2025Q3: 25,284 shares; 2025Q4: 28,107 shares 28,107 $5.38M 0.12% +2,823 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 17,000 shares; 2025Q1: 15,378 shares; 2025Q2: 15,609 shares; 2025Q3: 16,714 shares; 2025Q4: 45,050 shares 45,050 $5.38M 0.12% +28,336 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: 90,902 shares; 2024Q4: 91,764 shares; 2025Q1: 90,544 shares; 2025Q2: 102,456 shares; 2025Q3: 99,548 shares; 2025Q4: 97,538 shares 97,538 $5.36M 0.12% -2,010 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: 33,282 shares; 2024Q4: 31,040 shares; 2025Q1: 33,760 shares; 2025Q2: 32,328 shares; 2025Q3: 34,135 shares; 2025Q4: 30,979 shares 30,979 $5.3M 0.11% -3,156 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,375 shares; 2024Q4: 37,179 shares; 2025Q1: 36,428 shares; 2025Q2: 36,915 shares; 2025Q3: 37,633 shares; 2025Q4: 37,418 shares 37,418 $5.28M 0.11% -215 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,775 shares; 2024Q4: 145,906 shares; 2025Q1: 140,583 shares; 2025Q2: 137,393 shares; 2025Q3: 136,993 shares; 2025Q4: 132,992 shares 132,992 $5.23M 0.11% -4,001 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,791 shares; 2024Q4: 63,503 shares; 2025Q1: 64,447 shares; 2025Q2: 74,397 shares; 2025Q3: 71,652 shares; 2025Q4: 74,490 shares 74,490 $5.18M 0.11% +2,838 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,201 shares; 2024Q4: 27,143 shares; 2025Q1: 14,118 shares; 2025Q2: 16,212 shares; 2025Q3: 38,624 shares; 2025Q4: 49,363 shares 49,363 $4.98M 0.11% +10,739 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: 74,349 shares; 2024Q4: 69,613 shares; 2025Q1: 57,507 shares; 2025Q2: 61,809 shares; 2025Q3: 67,069 shares; 2025Q4: 68,506 shares 68,506 $4.79M 0.1% +1,437 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: 25,889 shares; 2024Q4: 26,664 shares; 2025Q1: 26,315 shares; 2025Q2: 27,093 shares; 2025Q3: 27,045 shares; 2025Q4: 26,915 shares 26,915 $4.77M 0.1% -130 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: 128,328 shares; 2024Q4: 130,354 shares; 2025Q1: 136,806 shares; 2025Q2: 138,278 shares; 2025Q3: 163,808 shares; 2025Q4: 173,847 shares 173,847 $4.76M 0.1% +10,039 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: 27,266 shares; 2024Q4: 34,476 shares; 2025Q1: 53,900 shares; 2025Q2: 74,071 shares; 2025Q3: 31,364 shares; 2025Q4: 32,881 shares 32,881 $4.72M 0.1% +1,517 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,901 shares; 2024Q4: 55,930 shares; 2025Q1: 63,653 shares; 2025Q2: 91,277 shares; 2025Q3: 93,686 shares; 2025Q4: 92,056 shares 92,056 $4.69M 0.1% -1,630 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,386 shares; 2024Q4: 31,392 shares; 2025Q1: 46,686 shares; 2025Q2: 62,058 shares; 2025Q3: 53,125 shares; 2025Q4: 47,855 shares 47,855 $4.68M 0.1% -5,270 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: 24,349 shares; 2024Q4: 24,756 shares; 2025Q1: 23,365 shares; 2025Q2: 22,875 shares; 2025Q3: 22,103 shares; 2025Q4: 22,125 shares 22,125 $4.65M 0.1% +22 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,049 shares; 2024Q4: 14,599 shares; 2025Q1: 14,380 shares; 2025Q2: 44,612 shares; 2025Q3: 53,965 shares; 2025Q4: 55,524 shares 55,524 $4.65M 0.1% +1,559 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,790 shares; 2024Q4: 37,903 shares; 2025Q1: 36,122 shares; 2025Q2: 36,187 shares; 2025Q3: 25,303 shares; 2025Q4: 23,174 shares 23,174 $4.63M 0.1% -2,129 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,329 shares; 2024Q4: 203,574 shares; 2025Q1: 184,234 shares; 2025Q2: 191,976 shares; 2025Q3: 192,965 shares; 2025Q4: 191,925 shares 191,925 $4.61M 0.1% -1,040 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: 22,504 shares; 2024Q4: 19,509 shares; 2025Q1: 50,028 shares; 2025Q2: 49,084 shares; 2025Q3: 55,188 shares; 2025Q4: 53,484 shares 53,484 $4.59M 0.1% -1,704 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,810 shares; 2024Q4: 119,520 shares; 2025Q1: 127,209 shares; 2025Q2: 125,976 shares; 2025Q3: 116,428 shares; 2025Q4: 115,487 shares 115,487 $4.57M 0.1% -941 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 5,114 shares; 2025Q1: 6,006 shares; 2025Q2: 6,448 shares; 2025Q3: 7,788 shares; 2025Q4: 9,727 shares 9,727 $4.56M 0.1% +1,939 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: 20,085 shares; 2024Q4: 17,073 shares; 2025Q1: 14,084 shares; 2025Q2: 14,184 shares; 2025Q3: 14,961 shares; 2025Q4: 14,842 shares 14,842 $4.54M 0.1% -119 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: 17,216 shares; 2024Q4: 15,334 shares; 2025Q1: 15,047 shares; 2025Q2: 16,092 shares; 2025Q3: 13,759 shares; 2025Q4: 13,612 shares 13,612 $4.46M 0.1% -147 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,807 shares; 2024Q4: 36,697 shares; 2025Q1: 153,423 shares; 2025Q2: 160,971 shares; 2025Q3: 158,587 shares; 2025Q4: 149,335 shares 149,335 $4.45M 0.1% -9,252 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,113 shares; 2025Q4: 187,563 shares 187,563 $4.43M 0.09% -550 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,423 shares; 2024Q4: 52,394 shares; 2025Q1: 51,552 shares; 2025Q2: 55,545 shares; 2025Q3: 57,589 shares; 2025Q4: 69,917 shares 69,917 $4.42M 0.09% +12,328 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: 2,670 shares; 2024Q4: 2,701 shares; 2025Q1: 2,735 shares; 2025Q2: 3,196 shares; 2025Q3: 6,643 shares; 2025Q4: 6,755 shares 6,755 $4.41M 0.09% +112 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: 8,437 shares; 2024Q4: 8,233 shares; 2025Q1: 10,146 shares; 2025Q2: 15,613 shares; 2025Q3: 15,341 shares; 2025Q4: 15,429 shares 15,429 $4.4M 0.09% +88 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,981 shares; 2024Q4: 9,166 shares; 2025Q1: 8,285 shares; 2025Q2: 26,610 shares; 2025Q3: 27,984 shares; 2025Q4: 31,098 shares 31,098 $4.39M 0.09% +3,114 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,235 shares; 2024Q4: 44,725 shares; 2025Q1: 41,949 shares; 2025Q2: 43,461 shares; 2025Q3: 75,087 shares; 2025Q4: 78,657 shares 78,657 $4.31M 0.09% +3,570 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,197 shares; 2024Q4: 132,892 shares; 2025Q1: 116,559 shares; 2025Q2: 68,390 shares; 2025Q3: 228,477 shares; 2025Q4: 223,134 shares 223,134 $4.28M 0.09% -5,343 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: 36,280 shares; 2024Q4: 34,975 shares; 2025Q1: 35,343 shares; 2025Q2: 29,926 shares; 2025Q3: 24,601 shares; 2025Q4: 27,366 shares 27,366 $4.24M 0.09% +2,765 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: 65,251 shares; 2024Q4: 46,784 shares; 2025Q1: 33,048 shares; 2025Q2: 36,172 shares; 2025Q3: 37,623 shares; 2025Q4: 34,945 shares 34,945 $4.2M 0.09% -2,678 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: 40,978 shares; 2024Q4: 46,168 shares; 2025Q1: 42,144 shares; 2025Q2: 42,112 shares; 2025Q3: 42,702 shares; 2025Q4: 43,552 shares 43,552 $4.18M 0.09% +850 Timeline CSM 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: 55,389 shares; 2024Q4: 54,701 shares; 2025Q1: 53,117 shares; 2025Q2: 52,415 shares; 2025Q3: 52,338 shares; 2025Q4: 52,338 shares 52,338 $4.17M 0.09% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,761 shares; 2024Q4: 23,652 shares; 2025Q1: 41,816 shares; 2025Q2: 44,050 shares; 2025Q3: 44,822 shares; 2025Q4: 97,670 shares 97,670 $4.17M 0.09% +52,848 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,635 shares; 2024Q4: 99,241 shares; 2025Q1: 105,460 shares; 2025Q2: 106,332 shares; 2025Q3: 107,750 shares; 2025Q4: 106,746 shares 106,746 $4.15M 0.09% -1,004 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,487 shares; 2024Q4: 101,185 shares; 2025Q1: 95,906 shares; 2025Q2: 97,724 shares; 2025Q3: 96,560 shares; 2025Q4: 96,400 shares 96,400 $4.14M 0.09% -160 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,613 shares; 2025Q4: 79,130 shares 79,130 $4.1M 0.09% +517 Timeline SCHI 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: 121,160 shares; 2024Q4: 124,213 shares; 2025Q1: 152,144 shares; 2025Q2: 165,888 shares; 2025Q3: 186,460 shares; 2025Q4: 177,651 shares 177,651 $4.08M 0.09% -8,809 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,502 shares; 2024Q4: 194,173 shares; 2025Q1: 141,190 shares; 2025Q2: 123,904 shares; 2025Q3: 116,494 shares; 2025Q4: 110,379 shares 110,379 $4.07M 0.09% -6,115 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,955 shares; 2024Q4: 94,097 shares; 2025Q1: 82,878 shares; 2025Q2: 82,964 shares; 2025Q3: 93,193 shares; 2025Q4: 90,714 shares 90,714 $4.02M 0.09% -2,479 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,996 shares; 2024Q4: 45,748 shares; 2025Q1: 44,597 shares; 2025Q2: 45,840 shares; 2025Q3: 48,738 shares; 2025Q4: 47,508 shares 47,508 $4M 0.09% -1,230 Timeline SPMB 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: 255,817 shares; 2024Q4: 216,744 shares; 2025Q1: 201,663 shares; 2025Q2: 173,329 shares; 2025Q3: 171,937 shares; 2025Q4: 176,787 shares 176,787 $3.96M 0.08% +4,850 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: 12,561 shares; 2024Q4: 12,260 shares; 2025Q1: 12,081 shares; 2025Q2: 12,114 shares; 2025Q3: 12,350 shares; 2025Q4: 14,178 shares 14,178 $3.96M 0.08% +1,828 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,314 shares; 2024Q4: 132,976 shares; 2025Q1: 129,746 shares; 2025Q2: 140,738 shares; 2025Q3: 117,770 shares; 2025Q4: 95,680 shares 95,680 $3.96M 0.08% -22,090 Timeline WCMI 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: 296,621 shares; 2025Q3: 229,900 shares; 2025Q4: 230,627 shares 230,627 $3.92M 0.08% +727 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,604 shares; 2024Q4: 65,429 shares; 2025Q1: 78,181 shares; 2025Q2: 80,708 shares; 2025Q3: 84,133 shares; 2025Q4: 100,018 shares 100,018 $3.83M 0.08% +15,885 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,598 shares; 2024Q4: 17,861 shares; 2025Q1: 21,012 shares; 2025Q2: 27,897 shares; 2025Q3: 28,687 shares; 2025Q4: 46,605 shares 46,605 $3.72M 0.08% +17,918 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,444 shares; 2024Q4: 56,985 shares; 2025Q1: 57,392 shares; 2025Q2: 68,482 shares; 2025Q3: 69,549 shares; 2025Q4: 69,524 shares 69,524 $3.71M 0.08% -25 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,036 shares; 2024Q4: 17,011 shares; 2025Q1: 17,514 shares; 2025Q2: 17,514 shares; 2025Q3: 50,199 shares; 2025Q4: 54,765 shares 54,765 $3.7M 0.08% +4,566 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: 40,596 shares; 2024Q4: 38,770 shares; 2025Q1: 37,846 shares; 2025Q2: 37,145 shares; 2025Q3: 38,223 shares; 2025Q4: 38,737 shares 38,737 $3.69M 0.08% +514 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,996 shares; 2024Q4: 27,691 shares; 2025Q1: 60,511 shares; 2025Q2: 57,338 shares; 2025Q3: 70,703 shares; 2025Q4: 74,197 shares 74,197 $3.68M 0.08% +3,494 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: 41,463 shares; 2024Q4: 44,157 shares; 2025Q1: 43,658 shares; 2025Q2: 40,140 shares; 2025Q3: 37,803 shares; 2025Q4: 32,198 shares 32,198 $3.67M 0.08% -5,605 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: 12,248 shares; 2024Q4: 12,176 shares; 2025Q1: 11,079 shares; 2025Q2: 10,963 shares; 2025Q3: 11,678 shares; 2025Q4: 11,858 shares 11,858 $3.65M 0.08% +180 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 7,083 shares; 2025Q1: 8,464 shares; 2025Q2: 9,168 shares; 2025Q3: 22,895 shares; 2025Q4: 22,541 shares 22,541 $3.65M 0.08% -354 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,728 shares; 2024Q4: 63,629 shares; 2025Q1: 77,781 shares; 2025Q2: 80,573 shares; 2025Q3: 95,108 shares; 2025Q4: 95,563 shares 95,563 $3.64M 0.08% +455 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,629 shares; 2025Q1: 9,233 shares; 2025Q2: 8,675 shares; 2025Q3: 9,482 shares; 2025Q4: 11,401 shares 11,401 $3.63M 0.08% +1,919 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: 73,092 shares; 2024Q4: 37,422 shares; 2025Q1: 35,821 shares; 2025Q2: 38,431 shares; 2025Q3: 39,450 shares; 2025Q4: 40,330 shares 40,330 $3.61M 0.08% +880 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: 10,596 shares; 2024Q4: 13,510 shares; 2025Q1: 15,219 shares; 2025Q2: 16,498 shares; 2025Q3: 38,928 shares; 2025Q4: 42,245 shares 42,245 $3.61M 0.08% +3,317 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,271 shares; 2025Q1: 3,310 shares; 2025Q2: 3,017 shares; 2025Q3: 2,991 shares; 2025Q4: 3,360 shares 3,360 $3.6M 0.08% +369 Timeline LQTI 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: 177,445 shares 177,445 $3.57M 0.08% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,400 shares; 2024Q4: 25,422 shares; 2025Q1: 27,070 shares; 2025Q2: 43,389 shares; 2025Q3: 41,560 shares; 2025Q4: 41,336 shares 41,336 $3.57M 0.08% -224 Timeline AIRR 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: 25,436 shares; 2024Q4: 27,273 shares; 2025Q1: 30,506 shares; 2025Q2: 31,856 shares; 2025Q3: 35,229 shares; 2025Q4: 36,254 shares 36,254 $3.56M 0.08% +1,025 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,542 shares; 2025Q4: 130,125 shares 130,125 $3.54M 0.08% +13,583 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,211 shares; 2025Q2: 39,217 shares; 2025Q3: 54,116 shares; 2025Q4: 67,387 shares 67,387 $3.54M 0.08% +13,271 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: 174,709 shares; 2024Q4: 195,565 shares; 2025Q1: 211,754 shares; 2025Q2: 219,695 shares; 2025Q3: 227,135 shares; 2025Q4: 214,505 shares 214,505 $3.54M 0.08% -12,630 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,687 shares; 2024Q4: 23,329 shares; 2025Q1: 23,086 shares; 2025Q2: 22,070 shares; 2025Q3: 20,421 shares; 2025Q4: 21,816 shares 21,816 $3.51M 0.08% +1,395 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,586 shares; 2024Q4: 26,941 shares; 2025Q1: 26,437 shares; 2025Q2: 26,610 shares; 2025Q3: 23,322 shares; 2025Q4: 23,500 shares 23,500 $3.47M 0.07% +178 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: 35,009 shares; 2024Q4: 35,298 shares; 2025Q1: 34,803 shares; 2025Q2: 34,509 shares; 2025Q3: 34,068 shares; 2025Q4: 34,089 shares 34,089 $3.47M 0.07% +21 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: 54,538 shares; 2025Q2: 70,843 shares; 2025Q3: 80,212 shares; 2025Q4: 89,869 shares 89,869 $3.47M 0.07% +9,657 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,747 shares 52,747 $3.45M 0.07% new Timeline JGLO 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: 49,129 shares; 2025Q4: 50,852 shares 50,852 $3.44M 0.07% +1,723 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,339 shares; 2025Q3: 43,580 shares; 2025Q4: 49,178 shares 49,178 $3.43M 0.07% +5,598 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,588 shares; 2024Q4: 28,442 shares; 2025Q1: 33,904 shares; 2025Q2: 35,091 shares; 2025Q3: 36,040 shares; 2025Q4: 38,206 shares 38,206 $3.42M 0.07% +2,166 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: 36,327 shares; 2024Q4: 23,032 shares; 2025Q1: 29,191 shares; 2025Q2: 38,568 shares; 2025Q3: 34,523 shares; 2025Q4: 35,381 shares 35,381 $3.4M 0.07% +858 Timeline FMTM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,486 shares; 2025Q2: 68,301 shares; 2025Q3: 71,675 shares; 2025Q4: 104,355 shares 104,355 $3.35M 0.07% +32,680 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: 6,115 shares; 2024Q4: 6,030 shares; 2025Q1: 5,548 shares; 2025Q2: 6,053 shares; 2025Q3: 6,057 shares; 2025Q4: 5,833 shares 5,833 $3.33M 0.07% -224 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,713 shares; 2024Q4: 45,992 shares; 2025Q1: 45,145 shares; 2025Q2: 48,393 shares; 2025Q3: 76,335 shares; 2025Q4: 78,075 shares 78,075 $3.32M 0.07% +1,740 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: 29,641 shares; 2024Q4: 26,637 shares; 2025Q1: 27,467 shares; 2025Q2: 27,835 shares; 2025Q3: 28,040 shares; 2025Q4: 24,999 shares 24,999 $3.32M 0.07% -3,041 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,808 shares; 2024Q4: 47,051 shares; 2025Q1: 44,295 shares; 2025Q2: 44,321 shares; 2025Q3: 44,550 shares; 2025Q4: 85,381 shares 85,381 $3.28M 0.07% +40,831 Timeline CWI 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: 46,032 shares; 2024Q4: 64,782 shares; 2025Q1: 75,433 shares; 2025Q2: 83,649 shares; 2025Q3: 89,036 shares; 2025Q4: 91,208 shares 91,208 $3.28M 0.07% +2,172 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 6,415 shares; 2025Q1: 7,091 shares; 2025Q2: 7,960 shares; 2025Q3: 8,501 shares; 2025Q4: 8,754 shares 8,754 $3.27M 0.07% +253 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,317 shares; 2024Q4: 39,784 shares; 2025Q1: 42,360 shares; 2025Q2: 48,061 shares; 2025Q3: 52,361 shares; 2025Q4: 51,923 shares 51,923 $3.27M 0.07% -438 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,076 shares; 2024Q4: 70,575 shares; 2025Q1: 69,105 shares; 2025Q2: 69,302 shares; 2025Q3: 68,249 shares; 2025Q4: 67,597 shares 67,597 $3.23M 0.07% -652 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: 33,601 shares; 2024Q4: 35,360 shares; 2025Q1: 60,524 shares; 2025Q2: 52,006 shares; 2025Q3: 43,315 shares; 2025Q4: 34,044 shares 34,044 $3.21M 0.07% -9,271 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 2,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,158 shares; 2025Q4: 10,616 shares 10,616 $3.14M 0.07% +458 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,374 shares; 2024Q4: 41,116 shares; 2025Q1: 40,130 shares; 2025Q2: 37,567 shares; 2025Q3: 34,734 shares; 2025Q4: 60,897 shares 60,897 $3.11M 0.07% +26,163 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: 41,034 shares; 2024Q4: 43,864 shares; 2025Q1: 26,283 shares; 2025Q2: 21,371 shares; 2025Q3: 20,474 shares; 2025Q4: 22,566 shares 22,566 $3.09M 0.07% +2,092 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: 11,362 shares; 2024Q4: 11,531 shares; 2025Q1: 13,050 shares; 2025Q2: 13,220 shares; 2025Q3: 12,936 shares; 2025Q4: 12,722 shares 12,722 $3.07M 0.07% -214 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,333 shares; 2025Q4: 19,940 shares 19,940 $3.05M 0.07% +6,607 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: 11,356 shares; 2024Q4: 10,750 shares; 2025Q1: 11,950 shares; 2025Q2: 13,629 shares; 2025Q3: 12,473 shares; 2025Q4: 11,406 shares 11,406 $3.02M 0.06% -1,067 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: 98,927 shares; 2024Q4: 99,064 shares; 2025Q1: 92,092 shares; 2025Q2: 103,412 shares; 2025Q3: 107,120 shares; 2025Q4: 109,842 shares 109,842 $3.02M 0.06% +2,722 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,693 shares; 2024Q4: 30,925 shares; 2025Q1: 131,492 shares; 2025Q2: 243,861 shares; 2025Q3: 79,644 shares; 2025Q4: 28,906 shares 28,906 $2.96M 0.06% -50,738 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 14,869 shares; 2025Q1: 15,075 shares; 2025Q2: 15,450 shares; 2025Q3: 15,663 shares; 2025Q4: 15,871 shares 15,871 $2.92M 0.06% +208 Timeline JMUB 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: 53,397 shares; 2024Q4: 56,478 shares; 2025Q1: 58,622 shares; 2025Q2: 59,293 shares; 2025Q3: 59,625 shares; 2025Q4: 57,861 shares 57,861 $2.92M 0.06% -1,764 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: 19,353 shares; 2024Q4: 17,098 shares; 2025Q1: 17,996 shares; 2025Q2: 19,491 shares; 2025Q3: 19,692 shares; 2025Q4: 19,523 shares 19,523 $2.9M 0.06% -169 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,772 shares; 2024Q4: 57,772 shares; 2025Q1: 63,625 shares; 2025Q2: 63,131 shares; 2025Q3: 74,726 shares; 2025Q4: 84,524 shares 84,524 $2.9M 0.06% +9,798 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: 77,598 shares; 2024Q4: 75,658 shares; 2025Q1: 82,901 shares; 2025Q2: 94,255 shares; 2025Q3: 94,783 shares; 2025Q4: 93,235 shares 93,235 $2.89M 0.06% -1,548 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: 7,849 shares; 2024Q4: 8,259 shares; 2025Q1: 6,605 shares; 2025Q2: 7,409 shares; 2025Q3: 7,350 shares; 2025Q4: 7,710 shares 7,710 $2.85M 0.06% +360 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: 48,293 shares; 2024Q4: 48,152 shares; 2025Q1: 47,746 shares; 2025Q2: 41,197 shares; 2025Q3: 36,404 shares; 2025Q4: 27,410 shares 27,410 $2.84M 0.06% -8,994 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,064 shares; 2024Q4: 9,638 shares; 2025Q1: 8,566 shares; 2025Q2: 8,651 shares; 2025Q3: 8,358 shares; 2025Q4: 8,410 shares 8,410 $2.83M 0.06% +52 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: 75,188 shares; 2024Q4: 68,700 shares; 2025Q1: 78,095 shares; 2025Q2: 103,067 shares; 2025Q3: 104,836 shares; 2025Q4: 106,618 shares 106,618 $2.83M 0.06% +1,782 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: 18,981 shares; 2024Q4: 24,198 shares; 2025Q1: 22,624 shares; 2025Q2: 22,940 shares; 2025Q3: 29,742 shares; 2025Q4: 30,097 shares 30,097 $2.81M 0.06% +355 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,963 shares; 2024Q4: 61,747 shares; 2025Q1: 59,485 shares; 2025Q2: 57,669 shares; 2025Q3: 56,969 shares; 2025Q4: 57,254 shares 57,254 $2.8M 0.06% +285 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,994 shares; 2024Q4: 20,252 shares; 2025Q1: 20,153 shares; 2025Q2: 28,504 shares; 2025Q3: 26,843 shares; 2025Q4: 27,967 shares 27,967 $2.79M 0.06% +1,124 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,339 shares; 2025Q4: 38,390 shares 38,390 $2.79M 0.06% +51 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,025 shares; 2025Q2: 13,714 shares; 2025Q3: 110,308 shares; 2025Q4: 106,430 shares 106,430 $2.79M 0.06% -3,878 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,129 shares 78,129 $2.77M 0.06% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,924 shares; 2025Q1: 7,212 shares; 2025Q2: 5,730 shares; 2025Q3: 20,319 shares; 2025Q4: 20,462 shares 20,462 $2.77M 0.06% +143 Timeline IEO 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: 44,829 shares; 2024Q4: 47,394 shares; 2025Q1: 43,481 shares; 2025Q2: 38,631 shares; 2025Q3: 33,597 shares; 2025Q4: 30,788 shares 30,788 $2.75M 0.06% -2,809 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,177 shares; 2025Q1: 2,217 shares; 2025Q2: 2,244 shares; 2025Q3: 2,226 shares; 2025Q4: 2,254 shares 2,254 $2.74M 0.06% +28 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,877 shares; 2024Q4: 56,468 shares; 2025Q1: 42,120 shares; 2025Q2: 41,457 shares; 2025Q3: 48,804 shares; 2025Q4: 69,304 shares 69,304 $2.73M 0.06% +20,500 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,078 shares; 2024Q4: 22,073 shares; 2025Q1: 18,156 shares; 2025Q2: 21,228 shares; 2025Q3: 22,978 shares; 2025Q4: 22,172 shares 22,172 $2.72M 0.06% -806 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,852 shares; 2024Q4: 19,787 shares; 2025Q1: 19,703 shares; 2025Q2: 19,584 shares; 2025Q3: 17,300 shares; 2025Q4: 17,576 shares 17,576 $2.7M 0.06% +276 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,970 shares; 2025Q4: 36,126 shares 36,126 $2.7M 0.06% +3,156 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,607 shares; 2024Q4: 18,927 shares; 2025Q1: 33,013 shares; 2025Q2: 33,401 shares; 2025Q3: 35,340 shares; 2025Q4: 36,594 shares 36,594 $2.69M 0.06% +1,254 Timeline SCHE 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: 79,449 shares; 2024Q4: 77,030 shares; 2025Q1: 86,062 shares; 2025Q2: 83,198 shares; 2025Q3: 81,783 shares; 2025Q4: 82,130 shares 82,130 $2.69M 0.06% +347 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,552 shares; 2024Q4: 43,552 shares; 2025Q1: 43,567 shares; 2025Q2: 43,551 shares; 2025Q3: 43,558 shares; 2025Q4: 43,558 shares 43,558 $2.68M 0.06% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,558 shares; 2025Q3: 23,671 shares; 2025Q4: 23,069 shares 23,069 $2.61M 0.06% -602 Timeline TIPX 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: 77,780 shares; 2024Q4: 77,602 shares; 2025Q1: 76,957 shares; 2025Q2: 142,126 shares; 2025Q3: 141,787 shares; 2025Q4: 136,638 shares 136,638 $2.61M 0.06% -5,149 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: 28,340 shares; 2024Q4: 32,783 shares; 2025Q1: 33,583 shares; 2025Q2: 34,981 shares; 2025Q3: 30,160 shares; 2025Q4: 29,547 shares 29,547 $2.58M 0.06% -613 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,343 shares; 2024Q4: 7,153 shares; 2025Q1: 7,938 shares; 2025Q2: 9,012 shares; 2025Q3: 9,310 shares; 2025Q4: 9,918 shares 9,918 $2.55M 0.05% +608 Timeline IHDG 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: 52,766 shares; 2024Q4: 52,982 shares; 2025Q1: 53,013 shares; 2025Q2: 53,155 shares; 2025Q3: 52,613 shares; 2025Q4: 52,387 shares 52,387 $2.55M 0.05% -226 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 9,575 shares; 2025Q1: 8,569 shares; 2025Q2: 8,700 shares; 2025Q3: 8,826 shares; 2025Q4: 9,204 shares 9,204 $2.55M 0.05% +378 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,461 shares; 2025Q1: 4,964 shares; 2025Q2: 5,360 shares; 2025Q3: 5,827 shares; 2025Q4: 6,156 shares 6,156 $2.54M 0.05% +329 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,276 shares; 2025Q2: 32,280 shares; 2025Q3: 46,054 shares; 2025Q4: 67,084 shares 67,084 $2.54M 0.05% +21,030 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,600 shares; 2025Q4: 35,547 shares 35,547 $2.52M 0.05% +947 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,835 shares; 2024Q4: 62,389 shares; 2025Q1: 70,738 shares; 2025Q2: 69,107 shares; 2025Q3: 68,265 shares; 2025Q4: 61,259 shares 61,259 $2.52M 0.05% -7,006 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,353 shares; 2024Q4: 34,072 shares; 2025Q1: 34,237 shares; 2025Q2: 33,502 shares; 2025Q3: 105,185 shares; 2025Q4: 103,861 shares 103,861 $2.49M 0.05% -1,324 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 29,577 shares; 2025Q4: 29,136 shares 29,136 $2.49M 0.05% -441 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: 15,951 shares; 2024Q4: 15,690 shares; 2025Q1: 17,344 shares; 2025Q2: 16,201 shares; 2025Q3: 16,456 shares; 2025Q4: 16,139 shares 16,139 $2.49M 0.05% -317 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,478 shares; 2025Q1: 9,778 shares; 2025Q2: 10,189 shares; 2025Q3: 11,501 shares; 2025Q4: 14,495 shares 14,495 $2.48M 0.05% +2,994 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: 31,544 shares; 2024Q4: 28,227 shares; 2025Q1: 37,849 shares; 2025Q2: 45,318 shares; 2025Q3: 47,590 shares; 2025Q4: 48,523 shares 48,523 $2.47M 0.05% +933 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: 21,544 shares; 2024Q4: 21,034 shares; 2025Q1: 19,344 shares; 2025Q2: 21,396 shares; 2025Q3: 20,497 shares; 2025Q4: 20,767 shares 20,767 $2.43M 0.05% +270 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: 18,535 shares; 2025Q3: 34,963 shares; 2025Q4: 52,285 shares 52,285 $2.42M 0.05% +17,322 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,388 shares; 2024Q4: 10,813 shares; 2025Q1: 11,328 shares; 2025Q2: 12,460 shares; 2025Q3: 13,232 shares; 2025Q4: 13,602 shares 13,602 $2.41M 0.05% +370 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,927 shares; 2024Q4: 10,801 shares; 2025Q1: 10,922 shares; 2025Q2: 11,670 shares; 2025Q3: 10,689 shares; 2025Q4: 10,832 shares 10,832 $2.38M 0.05% +143 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,451 shares; 2025Q3: 26,480 shares; 2025Q4: 25,941 shares 25,941 $2.37M 0.05% -539 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,553 shares; 2024Q4: 105,133 shares; 2025Q1: 106,967 shares; 2025Q2: 111,898 shares; 2025Q3: 113,609 shares; 2025Q4: 113,353 shares 113,353 $2.36M 0.05% -256 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: 22,231 shares; 2024Q4: 21,222 shares; 2025Q1: 21,730 shares; 2025Q2: 16,669 shares; 2025Q3: 18,576 shares; 2025Q4: 18,791 shares 18,791 $2.35M 0.05% +215 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 2,089 shares; 2025Q1: 2,147 shares; 2025Q2: 2,165 shares; 2025Q3: 2,184 shares; 2025Q4: 2,197 shares 2,197 $2.35M 0.05% +13 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: 911 shares; 2024Q4: 804 shares; 2025Q1: 975 shares; 2025Q2: 754 shares; 2025Q3: 5,383 shares; 2025Q4: 5,510 shares 5,510 $2.33M 0.05% +127 Timeline SHYL DBX ETF TR More: the full row for DBX 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: 7,989 shares; 2025Q3: 24,867 shares; 2025Q4: 51,471 shares 51,471 $2.31M 0.05% +26,604 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,864 shares; 2024Q4: 46,546 shares; 2025Q1: 51,660 shares; 2025Q2: 53,470 shares; 2025Q3: 55,196 shares; 2025Q4: 62,685 shares 62,685 $2.31M 0.05% +7,489 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: 14,766 shares; 2024Q4: 14,759 shares; 2025Q1: 15,970 shares; 2025Q2: 16,360 shares; 2025Q3: 16,744 shares; 2025Q4: 16,590 shares 16,590 $2.31M 0.05% -154 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: 41,351 shares; 2024Q4: 38,097 shares; 2025Q1: 41,507 shares; 2025Q2: 51,995 shares; 2025Q3: 49,243 shares; 2025Q4: 48,210 shares 48,210 $2.31M 0.05% -1,033 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 2,947 shares; 2025Q1: 3,268 shares; 2025Q2: 3,101 shares; 2025Q3: 2,803 shares; 2025Q4: 2,811 shares 2,811 $2.31M 0.05% +8 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,144 shares; 2025Q1: 2,213 shares; 2025Q2: 2,378 shares; 2025Q3: 2,681 shares; 2025Q4: 7,979 shares 7,979 $2.29M 0.05% +5,298 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 3,619 shares; 2025Q1: 2,472 shares; 2025Q2: 2,477 shares; 2025Q3: 3,877 shares; 2025Q4: 14,809 shares 14,809 $2.27M 0.05% +10,932 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,234 shares; 2025Q2: 28,341 shares; 2025Q3: 30,259 shares; 2025Q4: 30,175 shares 30,175 $2.26M 0.05% -84 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 14,804 shares; 2025Q1: 16,872 shares; 2025Q2: 17,574 shares; 2025Q3: 21,692 shares; 2025Q4: 21,150 shares 21,150 $2.26M 0.05% -542 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: 17,755 shares; 2024Q4: 23,803 shares; 2025Q1: 23,808 shares; 2025Q2: 24,064 shares; 2025Q3: 26,877 shares; 2025Q4: 28,085 shares 28,085 $2.25M 0.05% +1,208 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,759 shares; 2024Q4: 64,650 shares; 2025Q1: 65,150 shares; 2025Q2: 73,004 shares; 2025Q3: 75,827 shares; 2025Q4: 74,187 shares 74,187 $2.24M 0.05% -1,640 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,981 shares; 2024Q4: 18,312 shares; 2025Q1: 18,668 shares; 2025Q2: 19,779 shares; 2025Q3: 24,300 shares; 2025Q4: 22,332 shares 22,332 $2.23M 0.05% -1,968 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: 15,511 shares; 2024Q4: 13,880 shares; 2025Q1: 12,065 shares; 2025Q2: 10,810 shares; 2025Q3: 12,183 shares; 2025Q4: 12,835 shares 12,835 $2.23M 0.05% +652 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: 14,551 shares; 2024Q4: 16,852 shares; 2025Q1: 16,464 shares; 2025Q2: 17,258 shares; 2025Q3: 17,321 shares; 2025Q4: 17,256 shares 17,256 $2.23M 0.05% -65 Timeline DFAT 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: 35,887 shares; 2024Q4: 36,835 shares; 2025Q1: 37,148 shares; 2025Q2: 36,728 shares; 2025Q3: 36,984 shares; 2025Q4: 37,208 shares 37,208 $2.22M 0.05% +224 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,841 shares; 2025Q4: 5,862 shares 5,862 $2.2M 0.05% +21 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,303 shares; 2024Q4: 10,446 shares; 2025Q1: 10,182 shares; 2025Q2: 10,106 shares; 2025Q3: 10,099 shares; 2025Q4: 10,569 shares 10,569 $2.2M 0.05% +470 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,662 shares; 2024Q4: 19,103 shares; 2025Q1: 23,051 shares; 2025Q2: 33,436 shares; 2025Q3: 29,697 shares; 2025Q4: 30,572 shares 30,572 $2.19M 0.05% +875 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 21,563 shares; 2025Q1: 20,232 shares; 2025Q2: 19,435 shares; 2025Q3: 16,962 shares; 2025Q4: 16,915 shares 16,915 $2.18M 0.05% -47 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,962 shares; 2024Q4: 12,962 shares; 2025Q1: 14,178 shares; 2025Q2: 15,264 shares; 2025Q3: 13,106 shares; 2025Q4: 13,286 shares 13,286 $2.17M 0.05% +180 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,288 shares; 2025Q1: 9,409 shares; 2025Q2: 9,004 shares; 2025Q3: 9,623 shares; 2025Q4: 9,418 shares 9,418 $2.16M 0.05% -205 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: 25,723 shares; 2024Q4: 22,269 shares; 2025Q1: 21,298 shares; 2025Q2: 17,974 shares; 2025Q3: 18,859 shares; 2025Q4: 20,115 shares 20,115 $2.15M 0.05% +1,256 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: 40,766 shares; 2024Q4: 41,545 shares; 2025Q1: 53,950 shares; 2025Q2: 52,669 shares; 2025Q3: 22,016 shares; 2025Q4: 20,953 shares 20,953 $2.15M 0.05% -1,063 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,068 shares; 2024Q4: 9,030 shares; 2025Q1: 20,709 shares; 2025Q2: 44,398 shares; 2025Q3: 39,463 shares; 2025Q4: 39,169 shares 39,169 $2.14M 0.05% -294 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: 167,348 shares; 2024Q4: 160,751 shares; 2025Q1: 155,684 shares; 2025Q2: 151,787 shares; 2025Q3: 162,769 shares; 2025Q4: 177,633 shares 177,633 $2.14M 0.05% +14,864 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,286 shares; 2025Q1: 36,389 shares; 2025Q2: 50,710 shares; 2025Q3: 40,377 shares; 2025Q4: 42,799 shares 42,799 $2.13M 0.05% +2,422 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 35,612 shares; 2025Q4: 35,561 shares 35,561 $2.12M 0.05% -51 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,576 shares; 2025Q4: 54,915 shares 54,915 $2.12M 0.05% +2,339 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,163 shares; 2024Q4: 17,581 shares; 2025Q1: 18,062 shares; 2025Q2: 18,467 shares; 2025Q3: 18,038 shares; 2025Q4: 18,071 shares 18,071 $2.11M 0.05% +33 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: 3,014 shares; 2024Q4: 2,878 shares; 2025Q1: 3,893 shares; 2025Q2: 2,794 shares; 2025Q3: 9,810 shares; 2025Q4: 9,273 shares 9,273 $2.1M 0.04% -537 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 18,750 shares; 2025Q1: 17,348 shares; 2025Q2: 18,244 shares; 2025Q3: 18,631 shares; 2025Q4: 18,572 shares 18,572 $2.1M 0.04% -59 Timeline SLYV 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: 25,293 shares; 2024Q4: 25,261 shares; 2025Q1: 24,146 shares; 2025Q2: 25,255 shares; 2025Q3: 24,666 shares; 2025Q4: 23,028 shares 23,028 $2.09M 0.04% -1,638 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: 45,625 shares; 2024Q4: 51,408 shares; 2025Q1: 36,859 shares; 2025Q2: 32,788 shares; 2025Q3: 46,741 shares; 2025Q4: 58,732 shares 58,732 $2.07M 0.04% +11,991 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,287 shares; 2024Q4: 13,286 shares; 2025Q1: 13,209 shares; 2025Q2: 13,209 shares; 2025Q3: 57,701 shares; 2025Q4: 47,663 shares 47,663 $2.06M 0.04% -10,038 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 6,236 shares; 2025Q1: 7,539 shares; 2025Q2: 7,519 shares; 2025Q3: 7,522 shares; 2025Q4: 7,408 shares 7,408 $2.06M 0.04% -114 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 8,464 shares; 2025Q1: 8,120 shares; 2025Q2: 8,178 shares; 2025Q3: 9,013 shares; 2025Q4: 10,473 shares 10,473 $2.04M 0.04% +1,460 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,442 shares; 2024Q4: 24,465 shares; 2025Q1: 24,106 shares; 2025Q2: 47,963 shares; 2025Q3: 22,975 shares; 2025Q4: 54,472 shares 54,472 $2.04M 0.04% +31,497 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: 30,364 shares; 2024Q4: 30,364 shares; 2025Q1: 43,296 shares; 2025Q2: 42,696 shares; 2025Q3: 42,696 shares; 2025Q4: 42,471 shares 42,471 $2.03M 0.04% -225 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: 21,267 shares; 2024Q4: 22,471 shares; 2025Q1: 3,945 shares; 2025Q2: 4,221 shares; 2025Q3: 13,023 shares; 2025Q4: 12,531 shares 12,531 $2.02M 0.04% -492 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,272 shares; 2025Q2: 47,351 shares; 2025Q3: 60,334 shares; 2025Q4: 61,377 shares 61,377 $1.99M 0.04% +1,043 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 3,464 shares; 2025Q1: 8,658 shares; 2025Q2: 8,691 shares; 2025Q3: 8,713 shares; 2025Q4: 6,606 shares 6,606 $1.99M 0.04% -2,107 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: 6,510 shares; 2024Q4: 6,712 shares; 2025Q1: 6,463 shares; 2025Q2: 6,882 shares; 2025Q3: 7,698 shares; 2025Q4: 7,395 shares 7,395 $1.98M 0.04% -303 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 2,071 shares; 2025Q1: 2,210 shares; 2025Q2: 2,977 shares; 2025Q3: 6,245 shares; 2025Q4: 6,301 shares 6,301 $1.97M 0.04% +56 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,380 shares; 2024Q4: 36,483 shares; 2025Q1: 43,319 shares; 2025Q2: 45,456 shares; 2025Q3: 38,614 shares; 2025Q4: 39,951 shares 39,951 $1.97M 0.04% +1,337 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,294 shares; 2024Q4: 20,043 shares; 2025Q1: 20,541 shares; 2025Q2: 20,858 shares; 2025Q3: 21,585 shares; 2025Q4: 21,088 shares 21,088 $1.95M 0.04% -497 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: 13,739 shares; 2024Q4: 15,381 shares; 2025Q1: 12,954 shares; 2025Q2: 17,090 shares; 2025Q3: 18,930 shares; 2025Q4: 20,682 shares 20,682 $1.94M 0.04% +1,752 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,639 shares; 2024Q4: 16,340 shares; 2025Q1: 16,980 shares; 2025Q2: 17,196 shares; 2025Q3: 16,945 shares; 2025Q4: 17,404 shares 17,404 $1.92M 0.04% +459 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144,428 shares; 2025Q4: 144,788 shares 144,788 $1.91M 0.04% +360 Timeline DFAE 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: 33,626 shares; 2024Q4: 39,221 shares; 2025Q1: 52,525 shares; 2025Q2: 55,527 shares; 2025Q3: 56,939 shares; 2025Q4: 58,351 shares 58,351 $1.9M 0.04% +1,412 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: 6,936 shares; 2024Q4: 7,028 shares; 2025Q1: 9,417 shares; 2025Q2: 9,837 shares; 2025Q3: 8,895 shares; 2025Q4: 8,962 shares 8,962 $1.9M 0.04% +67 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 821 shares; 2025Q1: 874 shares; 2025Q2: 956 shares; 2025Q3: 967 shares; 2025Q4: 941 shares 941 $1.9M 0.04% -26 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,778 shares; 2025Q1: not reported; 2025Q2: 1,285 shares; 2025Q3: 8,601 shares; 2025Q4: 8,632 shares 8,632 $1.89M 0.04% +31 Timeline SCHQ 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: 48,633 shares; 2024Q4: 51,501 shares; 2025Q1: 57,379 shares; 2025Q2: 58,344 shares; 2025Q3: 61,117 shares; 2025Q4: 59,673 shares 59,673 $1.89M 0.04% -1,444 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 6,331 shares; 2025Q1: 6,436 shares; 2025Q2: 5,771 shares; 2025Q3: 5,529 shares; 2025Q4: 5,382 shares 5,382 $1.89M 0.04% -147 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,472 shares; 2024Q4: 249,801 shares; 2025Q1: 230,424 shares; 2025Q2: 262,224 shares; 2025Q3: 33,816 shares; 2025Q4: 37,111 shares 37,111 $1.89M 0.04% +3,295 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,674 shares; 2025Q2: 1,819 shares; 2025Q3: 9,072 shares; 2025Q4: 9,543 shares 9,543 $1.88M 0.04% +471 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,427 shares; 2024Q4: 18,893 shares; 2025Q1: 21,983 shares; 2025Q2: 22,778 shares; 2025Q3: 27,900 shares; 2025Q4: 29,218 shares 29,218 $1.88M 0.04% +1,318 Timeline SYSB 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: 4,703 shares; 2025Q4: 20,947 shares 20,947 $1.88M 0.04% +16,244 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: 4,529 shares; 2024Q4: 2,630 shares; 2025Q1: 3,179 shares; 2025Q2: 4,242 shares; 2025Q3: 4,073 shares; 2025Q4: 4,025 shares 4,025 $1.87M 0.04% -48 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,412 shares; 2024Q4: 21,776 shares; 2025Q1: 20,201 shares; 2025Q2: 22,597 shares; 2025Q3: 21,304 shares; 2025Q4: 21,045 shares 21,045 $1.86M 0.04% -259 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 7,976 shares; 2025Q1: 9,209 shares; 2025Q2: 8,991 shares; 2025Q3: 9,637 shares; 2025Q4: 22,965 shares 22,965 $1.85M 0.04% +13,328 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,752 shares; 2024Q4: 68,391 shares; 2025Q1: 106,106 shares; 2025Q2: 99,066 shares; 2025Q3: 96,786 shares; 2025Q4: 167,820 shares 167,820 $1.85M 0.04% +71,034 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,737 shares; 2024Q4: 104,678 shares; 2025Q1: 110,813 shares; 2025Q2: 88,894 shares; 2025Q3: 57,595 shares; 2025Q4: 52,805 shares 52,805 $1.83M 0.04% -4,790 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 19,721 shares; 2025Q1: 21,342 shares; 2025Q2: 33,889 shares; 2025Q3: 47,609 shares; 2025Q4: 49,939 shares 49,939 $1.83M 0.04% +2,330 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 12,972 shares; 2025Q1: 8,178 shares; 2025Q2: 8,270 shares; 2025Q3: 8,454 shares; 2025Q4: 7,861 shares 7,861 $1.82M 0.04% -593 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 4,219 shares; 2025Q1: 2,829 shares; 2025Q2: 14,808 shares; 2025Q3: 18,268 shares; 2025Q4: 21,161 shares 21,161 $1.79M 0.04% +2,893 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,093 shares; 2024Q4: 19,127 shares; 2025Q1: 18,741 shares; 2025Q2: 18,417 shares; 2025Q3: 17,499 shares; 2025Q4: 16,216 shares 16,216 $1.78M 0.04% -1,283 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,710 shares 117,710 $1.77M 0.04% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 2,269 shares; 2025Q1: 2,513 shares; 2025Q2: 18,037 shares; 2025Q3: 16,478 shares; 2025Q4: 16,090 shares 16,090 $1.76M 0.04% -388 Timeline SCHP 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: 62,194 shares; 2024Q4: 61,026 shares; 2025Q1: 61,454 shares; 2025Q2: 64,369 shares; 2025Q3: 68,313 shares; 2025Q4: 66,429 shares 66,429 $1.76M 0.04% -1,884 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,287 shares; 2025Q1: 1,578 shares; 2025Q2: 3,631 shares; 2025Q3: 3,716 shares; 2025Q4: 5,584 shares 5,584 $1.76M 0.04% +1,868 Timeline FMHI 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: 31,593 shares; 2024Q4: 32,123 shares; 2025Q1: 33,470 shares; 2025Q2: 34,174 shares; 2025Q3: 37,521 shares; 2025Q4: 36,599 shares 36,599 $1.75M 0.04% -922 Timeline AOR 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: 21,560 shares; 2024Q4: 22,368 shares; 2025Q1: 24,414 shares; 2025Q2: 24,872 shares; 2025Q3: 26,139 shares; 2025Q4: 26,976 shares 26,976 $1.75M 0.04% +837 Timeline TAXF 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: 36,336 shares; 2024Q4: 37,509 shares; 2025Q1: 29,831 shares; 2025Q2: 32,953 shares; 2025Q3: 34,613 shares; 2025Q4: 34,739 shares 34,739 $1.75M 0.04% +126 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,124 shares; 2024Q4: 14,124 shares; 2025Q1: 12,904 shares; 2025Q2: 13,892 shares; 2025Q3: 46,105 shares; 2025Q4: 44,653 shares 44,653 $1.75M 0.04% -1,452 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,529 shares; 2024Q4: 19,111 shares; 2025Q1: 19,850 shares; 2025Q2: 25,247 shares; 2025Q3: 36,263 shares; 2025Q4: 36,490 shares 36,490 $1.74M 0.04% +227 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: 50,810 shares; 2024Q4: 47,285 shares; 2025Q1: 47,029 shares; 2025Q2: 21,195 shares; 2025Q3: 16,427 shares; 2025Q4: 16,687 shares 16,687 $1.74M 0.04% +260 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: not reported; 2025Q2: 2,354 shares; 2025Q3: 10,741 shares; 2025Q4: 10,900 shares 10,900 $1.74M 0.04% +159 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,411 shares; 2024Q4: 57,838 shares; 2025Q1: 73,679 shares; 2025Q2: 77,505 shares; 2025Q3: 77,394 shares; 2025Q4: 77,165 shares 77,165 $1.73M 0.04% -229 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 3,784 shares; 2025Q1: 4,134 shares; 2025Q2: 3,774 shares; 2025Q3: 3,264 shares; 2025Q4: 3,014 shares 3,014 $1.72M 0.04% -250 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,680 shares; 2024Q4: 16,919 shares; 2025Q1: 16,298 shares; 2025Q2: 15,545 shares; 2025Q3: 14,431 shares; 2025Q4: 14,083 shares 14,083 $1.72M 0.04% -348 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,222 shares; 2024Q4: 36,693 shares; 2025Q1: 34,421 shares; 2025Q2: 30,147 shares; 2025Q3: 26,394 shares; 2025Q4: 23,579 shares 23,579 $1.71M 0.04% -2,815 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,569 shares; 2024Q4: 368,090 shares; 2025Q1: 337,040 shares; 2025Q2: 332,300 shares; 2025Q3: 315,400 shares; 2025Q4: 264,560 shares 264,560 $1.71M 0.04% -50,840 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 10,301 shares; 2025Q1: 10,982 shares; 2025Q2: 10,991 shares; 2025Q3: 10,872 shares; 2025Q4: 18,883 shares 18,883 $1.7M 0.04% +8,011 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,103 shares; 2025Q1: 5,914 shares; 2025Q2: 6,100 shares; 2025Q3: 6,499 shares; 2025Q4: 6,597 shares 6,597 $1.7M 0.04% +98 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,666 shares; 2024Q4: 14,053 shares; 2025Q1: 14,934 shares; 2025Q2: 16,405 shares; 2025Q3: 14,384 shares; 2025Q4: 13,813 shares 13,813 $1.68M 0.04% -571 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,427 shares; 2024Q4: 26,012 shares; 2025Q1: 30,776 shares; 2025Q2: 34,252 shares; 2025Q3: 17,645 shares; 2025Q4: 21,653 shares 21,653 $1.67M 0.04% +4,008 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 5,254 shares; 2025Q1: 5,360 shares; 2025Q2: 5,362 shares; 2025Q3: 5,363 shares; 2025Q4: 5,364 shares 5,364 $1.66M 0.04% +1 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,175 shares; 2024Q4: 31,127 shares; 2025Q1: 27,786 shares; 2025Q2: 22,311 shares; 2025Q3: 31,627 shares; 2025Q4: 32,507 shares 32,507 $1.63M 0.04% +880 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 7,230 shares; 2025Q1: 8,130 shares; 2025Q2: 7,546 shares; 2025Q3: 29,866 shares; 2025Q4: 31,754 shares 31,754 $1.62M 0.03% +1,888 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 568 shares; 2025Q1: not reported; 2025Q2: 379 shares; 2025Q3: 2,916 shares; 2025Q4: 2,843 shares 2,843 $1.61M 0.03% -73 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 11,897 shares; 2025Q1: 11,846 shares; 2025Q2: 11,561 shares; 2025Q3: 38,473 shares; 2025Q4: 34,682 shares 34,682 $1.61M 0.03% -3,791 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: 5,484 shares; 2024Q4: 5,208 shares; 2025Q1: 5,506 shares; 2025Q2: 12,163 shares; 2025Q3: 27,351 shares; 2025Q4: 30,224 shares 30,224 $1.6M 0.03% +2,873 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,491 shares; 2025Q1: 2,413 shares; 2025Q2: 3,266 shares; 2025Q3: 2,815 shares; 2025Q4: 2,751 shares 2,751 $1.59M 0.03% -64 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,388 shares; 2024Q4: 121,534 shares; 2025Q1: 102,366 shares; 2025Q2: 96,551 shares; 2025Q3: 25,822 shares; 2025Q4: 18,191 shares 18,191 $1.59M 0.03% -7,631 Timeline IYC 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: 15,613 shares; 2024Q4: 16,658 shares; 2025Q1: 15,662 shares; 2025Q2: 18,129 shares; 2025Q3: 16,021 shares; 2025Q4: 15,327 shares 15,327 $1.58M 0.03% -694 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,223 shares; 2025Q1: 3,084 shares; 2025Q2: 3,275 shares; 2025Q3: 3,822 shares; 2025Q4: 3,476 shares 3,476 $1.58M 0.03% -346 Timeline IBB 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: 9,600 shares; 2024Q4: 9,300 shares; 2025Q1: 9,089 shares; 2025Q2: 7,730 shares; 2025Q3: 6,309 shares; 2025Q4: 9,317 shares 9,317 $1.57M 0.03% +3,008 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,894 shares; 2024Q4: 123,623 shares; 2025Q1: 124,445 shares; 2025Q2: 111,956 shares; 2025Q3: 108,308 shares; 2025Q4: 109,361 shares 109,361 $1.57M 0.03% +1,053 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,060 shares; 2025Q1: 1,164 shares; 2025Q2: 1,141 shares; 2025Q3: 8,362 shares; 2025Q4: 8,336 shares 8,336 $1.57M 0.03% -26 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,043 shares; 2025Q1: 4,478 shares; 2025Q2: 8,602 shares; 2025Q3: 8,418 shares; 2025Q4: 8,388 shares 8,388 $1.55M 0.03% -30 Timeline HOUS ANYWHERE REAL ESTATE INC More: the full row for ANYWHERE REAL ESTATE 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: 109,050 shares; 2025Q4: 109,050 shares 109,050 $1.54M 0.03% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,176 shares; 2024Q4: 5,179 shares; 2025Q1: 9,252 shares; 2025Q2: 13,584 shares; 2025Q3: 13,783 shares; 2025Q4: 11,817 shares 11,817 $1.54M 0.03% -1,966 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,715 shares; 2025Q1: not reported; 2025Q2: 36,023 shares; 2025Q3: 38,173 shares; 2025Q4: 41,471 shares 41,471 $1.53M 0.03% +3,298 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 10,045 shares; 2025Q1: 9,192 shares; 2025Q2: 10,700 shares; 2025Q3: 11,422 shares; 2025Q4: 13,235 shares 13,235 $1.53M 0.03% +1,813 Timeline FLQM 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: 8,824 shares; 2024Q4: 10,566 shares; 2025Q1: 22,370 shares; 2025Q2: 30,549 shares; 2025Q3: 29,818 shares; 2025Q4: 27,029 shares 27,029 $1.52M 0.03% -2,789 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,715 shares; 2025Q4: 6,654 shares 6,654 $1.52M 0.03% -61 Timeline DFSV 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: 35,003 shares; 2024Q4: 40,049 shares; 2025Q1: 43,448 shares; 2025Q2: 45,859 shares; 2025Q3: 45,248 shares; 2025Q4: 46,015 shares 46,015 $1.51M 0.03% +767 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: not reported; 2025Q1: 4,778 shares; 2025Q2: 7,535 shares; 2025Q3: 7,543 shares; 2025Q4: 7,544 shares 7,544 $1.51M 0.03% +1 Timeline DMAR 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: 33,660 shares; 2024Q4: 30,048 shares; 2025Q1: 36,512 shares; 2025Q2: 36,112 shares; 2025Q3: 36,112 shares; 2025Q4: 36,112 shares 36,112 $1.5M 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 9,777 shares; 2025Q1: 9,091 shares; 2025Q2: 9,131 shares; 2025Q3: 9,111 shares; 2025Q4: 9,123 shares 9,123 $1.48M 0.03% +12 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,772 shares; 2024Q4: 160,363 shares; 2025Q1: 17,900 shares; 2025Q2: 16,862 shares; 2025Q3: 32,105 shares; 2025Q4: 29,625 shares 29,625 $1.48M 0.03% -2,480 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,319 shares; 2024Q4: 11,544 shares; 2025Q1: 9,031 shares; 2025Q2: 9,154 shares; 2025Q3: 6,841 shares; 2025Q4: 9,177 shares 9,177 $1.48M 0.03% +2,336 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 7,053 shares; 2025Q1: 7,249 shares; 2025Q2: 7,506 shares; 2025Q3: 7,077 shares; 2025Q4: 6,956 shares 6,956 $1.47M 0.03% -121 Timeline CLOI 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: 19,635 shares; 2024Q4: 22,685 shares; 2025Q1: 27,060 shares; 2025Q2: 26,867 shares; 2025Q3: 27,781 shares; 2025Q4: 27,854 shares 27,854 $1.47M 0.03% +73 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,066 shares; 2024Q4: 24,491 shares; 2025Q1: 23,641 shares; 2025Q2: 32,605 shares; 2025Q3: 32,605 shares; 2025Q4: 32,495 shares 32,495 $1.47M 0.03% -110 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: 71,358 shares; 2024Q4: 73,982 shares; 2025Q1: 75,907 shares; 2025Q2: 74,383 shares; 2025Q3: 78,786 shares; 2025Q4: 76,742 shares 76,742 $1.45M 0.03% -2,044 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,064 shares; 2024Q4: 5,932 shares; 2025Q1: 7,677 shares; 2025Q2: 13,247 shares; 2025Q3: 18,547 shares; 2025Q4: 17,756 shares 17,756 $1.45M 0.03% -791 Timeline BXC BLUELINX HLDGS INC More: the full row for BLUELINX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 8,691 shares; 2025Q1: 8,691 shares; 2025Q2: 8,691 shares; 2025Q3: 16,280 shares; 2025Q4: 23,609 shares 23,609 $1.45M 0.03% +7,329 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,642 shares; 2024Q4: 149,193 shares; 2025Q1: 146,538 shares; 2025Q2: 145,680 shares; 2025Q3: 141,378 shares; 2025Q4: 126,220 shares 126,220 $1.44M 0.03% -15,158 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: 14,721 shares; 2024Q4: 10,689 shares; 2025Q1: 9,681 shares; 2025Q2: 10,150 shares; 2025Q3: 9,022 shares; 2025Q4: 9,002 shares 9,002 $1.44M 0.03% -20 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,703 shares; 2025Q1: 7,098 shares; 2025Q2: 28,830 shares; 2025Q3: 28,707 shares; 2025Q4: 29,283 shares 29,283 $1.44M 0.03% +576 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: 20,303 shares; 2024Q4: 18,604 shares; 2025Q1: 23,880 shares; 2025Q2: 18,814 shares; 2025Q3: 18,694 shares; 2025Q4: 18,462 shares 18,462 $1.43M 0.03% -232 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 6,130 shares; 2025Q1: 5,281 shares; 2025Q2: 5,930 shares; 2025Q3: 5,683 shares; 2025Q4: 5,728 shares 5,728 $1.43M 0.03% +45 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 5,075 shares; 2025Q1: 5,441 shares; 2025Q2: 5,919 shares; 2025Q3: 5,570 shares; 2025Q4: 5,194 shares 5,194 $1.43M 0.03% -376 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,733 shares; 2024Q4: 31,040 shares; 2025Q1: 27,570 shares; 2025Q2: 27,912 shares; 2025Q3: 28,001 shares; 2025Q4: 28,408 shares 28,408 $1.43M 0.03% +407 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,643 shares; 2024Q4: 6,766 shares; 2025Q1: 7,795 shares; 2025Q2: 8,327 shares; 2025Q3: 8,674 shares; 2025Q4: 8,775 shares 8,775 $1.43M 0.03% +101 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 11,587 shares; 2025Q1: 15,442 shares; 2025Q2: 14,319 shares; 2025Q3: 14,432 shares; 2025Q4: 14,192 shares 14,192 $1.42M 0.03% -240 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,672 shares; 2024Q4: 56,046 shares; 2025Q1: 64,433 shares; 2025Q2: 63,850 shares; 2025Q3: 64,070 shares; 2025Q4: 63,819 shares 63,819 $1.42M 0.03% -251 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,939 shares; 2024Q4: 18,831 shares; 2025Q1: 17,669 shares; 2025Q2: 17,759 shares; 2025Q3: 17,857 shares; 2025Q4: 17,205 shares 17,205 $1.42M 0.03% -652 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,495 shares; 2024Q4: 6,430 shares; 2025Q1: 5,772 shares; 2025Q2: 6,787 shares; 2025Q3: 6,745 shares; 2025Q4: 6,715 shares 6,715 $1.42M 0.03% -30 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,115 shares; 2025Q4: 34,711 shares 34,711 $1.42M 0.03% -1,404 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,677 shares; 2024Q4: 64,354 shares; 2025Q1: 71,311 shares; 2025Q2: 76,320 shares; 2025Q3: 77,478 shares; 2025Q4: 79,786 shares 79,786 $1.41M 0.03% +2,308 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,182 shares; 2024Q4: 14,879 shares; 2025Q1: 16,439 shares; 2025Q2: 16,570 shares; 2025Q3: 36,010 shares; 2025Q4: 36,540 shares 36,540 $1.41M 0.03% +530 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,689 shares; 2024Q4: 18,776 shares; 2025Q1: 18,221 shares; 2025Q2: 17,095 shares; 2025Q3: 17,051 shares; 2025Q4: 17,296 shares 17,296 $1.41M 0.03% +245 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,008 shares; 2024Q4: 26,008 shares; 2025Q1: 26,008 shares; 2025Q2: 26,008 shares; 2025Q3: 26,212 shares; 2025Q4: 26,177 shares 26,177 $1.4M 0.03% -35 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 94,861 shares; 2025Q4: 94,861 shares 94,861 $1.39M 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 8,999 shares; 2025Q1: 5,817 shares; 2025Q2: 6,773 shares; 2025Q3: 6,813 shares; 2025Q4: 6,841 shares 6,841 $1.39M 0.03% +28 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,169 shares; 2025Q4: 20,018 shares 20,018 $1.39M 0.03% +11,849 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,092 shares; 2024Q4: 76,487 shares; 2025Q1: 74,227 shares; 2025Q2: 74,399 shares; 2025Q3: 69,989 shares; 2025Q4: 69,217 shares 69,217 $1.39M 0.03% -772 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,456 shares; 2025Q2: 23,308 shares; 2025Q3: 25,478 shares; 2025Q4: 28,447 shares 28,447 $1.38M 0.03% +2,969 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 7,120 shares; 2025Q1: 4,234 shares; 2025Q2: 5,246 shares; 2025Q3: 7,068 shares; 2025Q4: 6,410 shares 6,410 $1.38M 0.03% -658 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 4,598 shares; 2025Q1: 4,557 shares; 2025Q2: 4,557 shares; 2025Q3: 4,509 shares; 2025Q4: 8,525 shares 8,525 $1.36M 0.03% +4,016 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,440 shares; 2024Q4: 46,440 shares; 2025Q1: 14,212 shares; 2025Q2: not reported; 2025Q3: 34,799 shares; 2025Q4: 40,352 shares 40,352 $1.36M 0.03% +5,553 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,587 shares; 2024Q4: 23,221 shares; 2025Q1: 21,995 shares; 2025Q2: 22,275 shares; 2025Q3: 22,420 shares; 2025Q4: 22,765 shares 22,765 $1.36M 0.03% +345 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: 82,156 shares; 2024Q4: 76,088 shares; 2025Q1: 92,554 shares; 2025Q2: 101,527 shares; 2025Q3: 112,486 shares; 2025Q4: 103,197 shares 103,197 $1.35M 0.03% -9,289 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 218,201 shares; 2025Q4: 219,263 shares 219,263 $1.35M 0.03% +1,062 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,581 shares; 2024Q4: 31,387 shares; 2025Q1: 30,687 shares; 2025Q2: 28,803 shares; 2025Q3: 30,912 shares; 2025Q4: 30,412 shares 30,412 $1.35M 0.03% -500 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,250 shares; 2025Q2: 39,433 shares; 2025Q3: 37,433 shares; 2025Q4: 36,575 shares 36,575 $1.35M 0.03% -858 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 7,829 shares; 2025Q1: 7,771 shares; 2025Q2: 8,685 shares; 2025Q3: 6,895 shares; 2025Q4: 6,916 shares 6,916 $1.34M 0.03% +21 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 6,534 shares; 2025Q1: 6,525 shares; 2025Q2: 6,523 shares; 2025Q3: 6,523 shares; 2025Q4: 6,508 shares 6,508 $1.34M 0.03% -15 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 7,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,276 shares; 2025Q4: 36,482 shares 36,482 $1.34M 0.03% +16,206 Timeline JNK 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: 2,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,797 shares 13,797 $1.34M 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,418 shares; 2025Q1: 2,606 shares; 2025Q2: 2,669 shares; 2025Q3: 2,714 shares; 2025Q4: 2,625 shares 2,625 $1.34M 0.03% -89 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,279 shares; 2024Q4: 59,609 shares; 2025Q1: 58,462 shares; 2025Q2: 43,589 shares; 2025Q3: 38,085 shares; 2025Q4: 33,138 shares 33,138 $1.34M 0.03% -4,947 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,125 shares; 2024Q4: 178,125 shares; 2025Q1: 156,981 shares; 2025Q2: 162,822 shares; 2025Q3: 164,822 shares; 2025Q4: 139,822 shares 139,822 $1.33M 0.03% -25,000 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,701 shares; 2024Q4: 42,809 shares; 2025Q1: 47,069 shares; 2025Q2: 43,981 shares; 2025Q3: 44,994 shares; 2025Q4: 44,227 shares 44,227 $1.32M 0.03% -767 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,155 shares; 2025Q3: 41,779 shares; 2025Q4: 30,796 shares 30,796 $1.32M 0.03% -10,983 Timeline SCHJ 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: 58,990 shares; 2024Q4: 58,869 shares; 2025Q1: 51,878 shares; 2025Q2: 52,953 shares; 2025Q3: 52,408 shares; 2025Q4: 52,891 shares 52,891 $1.32M 0.03% +483 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: 390 shares; 2024Q4: 396 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 243 shares; 2025Q4: 246 shares 246 $1.32M 0.03% +3 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,453 shares 44,453 $1.31M 0.03% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 39,963 shares; 2025Q3: 56,373 shares; 2025Q4: 58,174 shares 58,174 $1.3M 0.03% +1,801 Timeline JPIB 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: 22,539 shares; 2025Q4: 26,775 shares 26,775 $1.3M 0.03% +4,236 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: 13,005 shares; 2024Q4: not reported; 2025Q1: 23,766 shares; 2025Q2: 28,495 shares; 2025Q3: 31,450 shares; 2025Q4: 36,530 shares 36,530 $1.3M 0.03% +5,080 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,949 shares 54,949 $1.3M 0.03% new Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,056 shares; 2024Q4: 24,056 shares; 2025Q1: 24,056 shares; 2025Q2: 24,061 shares; 2025Q3: 24,072 shares; 2025Q4: 24,067 shares 24,067 $1.3M 0.03% -5 Timeline FXH 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: 10,475 shares; 2024Q4: 9,417 shares; 2025Q1: 8,516 shares; 2025Q2: 7,916 shares; 2025Q3: 7,603 shares; 2025Q4: 11,417 shares 11,417 $1.3M 0.03% +3,814 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,671 shares; 2025Q4: 24,093 shares 24,093 $1.29M 0.03% -1,578 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 6,992 shares; 2025Q1: 7,597 shares; 2025Q2: 8,173 shares; 2025Q3: 8,493 shares; 2025Q4: 14,105 shares 14,105 $1.29M 0.03% +5,612 Timeline FDIV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,735 shares; 2024Q4: 116,938 shares; 2025Q1: 135,676 shares; 2025Q2: 153,178 shares; 2025Q3: not reported; 2025Q4: 47,505 shares 47,505 $1.29M 0.03% new Timeline FLG-PU FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 33,063 shares; 2025Q1: 33,947 shares; 2025Q2: 33,540 shares; 2025Q3: 32,051 shares; 2025Q4: 32,055 shares 32,055 $1.28M 0.03% +4 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,385 shares; 2024Q4: 24,173 shares; 2025Q1: 24,173 shares; 2025Q2: 25,267 shares; 2025Q3: 25,128 shares; 2025Q4: 24,714 shares 24,714 $1.27M 0.03% -414 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,202 shares; 2024Q4: 51,910 shares; 2025Q1: 51,967 shares; 2025Q2: 51,993 shares; 2025Q3: 68,704 shares; 2025Q4: 68,608 shares 68,608 $1.27M 0.03% -96 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,676 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,424 shares; 2025Q4: 45,424 shares 45,424 $1.27M 0.03% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,505 shares; 2025Q3: 6,147 shares; 2025Q4: 19,421 shares 19,421 $1.26M 0.03% +13,274 Timeline