OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,763,651 shares; 2025Q1: 3,515,563 shares; 2025Q2: 4,207,814 shares; 2025Q3: 2,917,550 shares; 2025Q4: 4,891,537 shares 4,891,537 $113M 10.38% +1,973,987 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,986,192 shares; 2025Q1: 2,072,304 shares; 2025Q2: 2,193,670 shares; 2025Q3: 1,395,907 shares; 2025Q4: 2,342,178 shares 2,342,178 $96.9M 8.93% +946,271 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,128,265 shares; 2025Q1: 2,149,278 shares; 2025Q2: 2,273,667 shares; 2025Q3: 1,251,783 shares; 2025Q4: 2,545,390 shares 2,545,390 $90.2M 8.31% +1,293,607 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 552,577 shares; 2025Q1: 633,354 shares; 2025Q2: 723,700 shares; 2025Q3: 695,772 shares; 2025Q4: 1,470,256 shares 1,470,256 $43.3M 3.99% +774,484 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 817,693 shares; 2025Q1: 627,207 shares; 2025Q2: 760,975 shares; 2025Q3: 574,740 shares; 2025Q4: 861,297 shares 861,297 $31.5M 2.91% +286,557 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590,756 shares; 2025Q1: 707,844 shares; 2025Q2: 900,997 shares; 2025Q3: 680,403 shares; 2025Q4: 1,071,356 shares 1,071,356 $28.4M 2.62% +390,953 Timeline PTL 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: not reported; 2024Q4: 235,110 shares; 2025Q1: 241,789 shares; 2025Q2: 281,338 shares; 2025Q3: 119,613 shares; 2025Q4: 102,526 shares 102,526 $25.4M 2.34% -17,087 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: 67,746 shares; 2024Q4: 110,989 shares; 2025Q1: 123,445 shares; 2025Q2: 131,961 shares; 2025Q3: 108,263 shares; 2025Q4: 112,202 shares 112,202 $20.9M 1.93% +3,939 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 469,048 shares; 2025Q1: 312,866 shares; 2025Q2: 405,381 shares; 2025Q3: 186,952 shares; 2025Q4: 332,737 shares 332,737 $19.9M 1.84% +145,785 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: 35,190 shares; 2024Q4: 65,788 shares; 2025Q1: 149,424 shares; 2025Q2: 83,049 shares; 2025Q3: 66,575 shares; 2025Q4: 66,225 shares 66,225 $18M 1.66% -350 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,361 shares; 2025Q1: 242,032 shares; 2025Q2: 129,468 shares; 2025Q3: 22,851 shares; 2025Q4: 24,836 shares 24,836 $15.6M 1.43% +1,985 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 474,566 shares; 2025Q1: 441,956 shares; 2025Q2: 305,387 shares; 2025Q3: 577,358 shares; 2025Q4: 638,917 shares 638,917 $15.5M 1.42% +61,559 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: not reported; 2024Q4: 43,730 shares; 2025Q1: 85,950 shares; 2025Q2: 44,751 shares; 2025Q3: 40,258 shares; 2025Q4: 41,341 shares 41,341 $13.9M 1.28% +1,083 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: 12,646 shares; 2024Q4: 31,987 shares; 2025Q1: 64,490 shares; 2025Q2: 34,497 shares; 2025Q3: 25,093 shares; 2025Q4: 26,224 shares 26,224 $13.2M 1.21% +1,131 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,886 shares; 2025Q1: 99,595 shares; 2025Q2: 101,870 shares; 2025Q3: 210,884 shares; 2025Q4: 210,469 shares 210,469 $9.91M 0.91% -415 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: not reported; 2024Q4: 38,609 shares; 2025Q1: 35,443 shares; 2025Q2: 35,545 shares; 2025Q3: 74,651 shares; 2025Q4: 117,012 shares 117,012 $9.8M 0.9% +42,361 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: 15,775 shares; 2024Q4: 25,232 shares; 2025Q1: 52,284 shares; 2025Q2: 28,419 shares; 2025Q3: 16,994 shares; 2025Q4: 18,711 shares 18,711 $9.05M 0.83% +1,717 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: not reported; 2024Q4: 250,310 shares; 2025Q1: 250,828 shares; 2025Q2: 120,521 shares; 2025Q3: 52,659 shares; 2025Q4: 97,906 shares 97,906 $7.81M 0.72% +45,247 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: not reported; 2024Q4: 114,475 shares; 2025Q1: 232,610 shares; 2025Q2: 116,781 shares; 2025Q3: 114,576 shares; 2025Q4: 98,452 shares 98,452 $7.76M 0.71% -16,124 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 255,555 shares; 2025Q2: 255,175 shares; 2025Q3: 143,488 shares; 2025Q4: 196,453 shares 196,453 $7.74M 0.71% +52,965 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: not reported; 2024Q4: 13,901 shares; 2025Q1: 11,498 shares; 2025Q2: 23,774 shares; 2025Q3: 19,781 shares; 2025Q4: 19,115 shares 19,115 $7.58M 0.7% -666 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: not reported; 2024Q4: 33,100 shares; 2025Q1: 66,268 shares; 2025Q2: 31,308 shares; 2025Q3: 24,545 shares; 2025Q4: 25,281 shares 25,281 $7.34M 0.68% +736 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246,125 shares; 2025Q1: 269,160 shares; 2025Q2: 264,932 shares; 2025Q3: 134,588 shares; 2025Q4: 416,248 shares 416,248 $7.27M 0.67% +281,660 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,869 shares; 2025Q4: 133,546 shares 133,546 $7.05M 0.65% +58,677 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,242 shares; 2025Q4: 241,243 shares 241,243 $6.86M 0.63% +143,001 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: not reported; 2024Q4: 144,819 shares; 2025Q1: 297,180 shares; 2025Q2: 157,909 shares; 2025Q3: 203,309 shares; 2025Q4: 254,591 shares 254,591 $6.74M 0.62% +51,282 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: 17,508 shares; 2024Q4: 27,935 shares; 2025Q1: 64,738 shares; 2025Q2: 35,296 shares; 2025Q3: 24,684 shares; 2025Q4: 28,550 shares 28,550 $6.59M 0.61% +3,866 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,788 shares; 2025Q1: 10,457 shares; 2025Q2: 9,617 shares; 2025Q3: 6,989 shares; 2025Q4: 9,092 shares 9,092 $6.2M 0.57% +2,103 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290,456 shares; 2025Q1: 619,350 shares; 2025Q2: 248,774 shares; 2025Q3: 244,547 shares; 2025Q4: 249,752 shares 249,752 $6M 0.55% +5,205 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176,170 shares; 2025Q1: 374,270 shares; 2025Q2: 189,034 shares; 2025Q3: 208,955 shares; 2025Q4: 226,925 shares 226,925 $5.95M 0.55% +17,970 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: 14,497 shares; 2024Q4: 19,072 shares; 2025Q1: 21,752 shares; 2025Q2: 24,237 shares; 2025Q3: 16,956 shares; 2025Q4: 18,957 shares 18,957 $5.93M 0.55% +2,001 Timeline FPX 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: 36,118 shares 36,118 $5.91M 0.54% new Timeline BLES 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: not reported; 2024Q4: 122,612 shares; 2025Q1: 119,645 shares; 2025Q2: 128,514 shares; 2025Q3: 20,119 shares; 2025Q4: 135,878 shares 135,878 $5.87M 0.54% +115,759 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: 5,322 shares; 2024Q4: 8,181 shares; 2025Q1: 9,071 shares; 2025Q2: 15,094 shares; 2025Q3: 10,943 shares; 2025Q4: 12,993 shares 12,993 $5.84M 0.54% +2,050 Timeline GLRY 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: not reported; 2024Q4: 134,309 shares; 2025Q1: 134,738 shares; 2025Q2: 145,304 shares; 2025Q3: 214,160 shares; 2025Q4: 162,248 shares 162,248 $5.81M 0.54% -51,912 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,782 shares; 2025Q1: 210,176 shares; 2025Q2: 118,632 shares; 2025Q3: 133,612 shares; 2025Q4: 140,188 shares 140,188 $5.81M 0.54% +6,576 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,711 shares; 2025Q1: 336,810 shares; 2025Q2: 170,354 shares; 2025Q3: 175,992 shares; 2025Q4: 186,471 shares 186,471 $5.61M 0.52% +10,479 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,216 shares; 2025Q1: 13,510 shares; 2025Q2: 9,494 shares; 2025Q3: 9,924 shares; 2025Q4: 11,189 shares 11,189 $5.46M 0.5% +1,265 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,371 shares; 2025Q1: 45,468 shares; 2025Q2: 145,412 shares; 2025Q3: 125,841 shares; 2025Q4: 163,504 shares 163,504 $5.33M 0.49% +37,663 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,037 shares; 2024Q4: 123,286 shares; 2025Q1: 247,024 shares; 2025Q2: 146,142 shares; 2025Q3: 136,069 shares; 2025Q4: 136,069 shares 136,069 $5.1M 0.47% 0 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: not reported; 2024Q4: 39,199 shares; 2025Q1: 82,998 shares; 2025Q2: 66,691 shares; 2025Q3: 58,425 shares; 2025Q4: 66,482 shares 66,482 $4.92M 0.45% +8,057 Timeline WWJD 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: not reported; 2024Q4: 99,644 shares; 2025Q1: 99,167 shares; 2025Q2: 158,185 shares; 2025Q3: 89,852 shares; 2025Q4: 132,010 shares 132,010 $4.82M 0.44% +42,158 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,480 shares; 2025Q1: 83,901 shares; 2025Q2: 125,995 shares; 2025Q3: 106,328 shares; 2025Q4: 104,819 shares 104,819 $4.73M 0.44% -1,509 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,147 shares; 2025Q4: 36,889 shares 36,889 $4.69M 0.43% +4,742 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,452 shares 54,452 $4.67M 0.43% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 4,798 shares; 2025Q1: 10,428 shares; 2025Q2: 5,272 shares; 2025Q3: 3,786 shares; 2025Q4: 4,304 shares 4,304 $4.63M 0.43% +518 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,088 shares 92,088 $4.59M 0.42% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,218 shares; 2025Q1: 21,192 shares; 2025Q2: 12,994 shares; 2025Q3: 13,042 shares; 2025Q4: 14,476 shares 14,476 $4.37M 0.4% +1,434 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,440 shares; 2025Q3: 87,303 shares; 2025Q4: 95,325 shares 95,325 $4.29M 0.4% +8,022 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,491 shares; 2025Q3: 137,061 shares; 2025Q4: 144,180 shares 144,180 $4.27M 0.39% +7,119 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: not reported; 2024Q4: 12,302 shares; 2025Q1: 29,660 shares; 2025Q2: 17,489 shares; 2025Q3: 18,442 shares; 2025Q4: 20,713 shares 20,713 $3.96M 0.36% +2,271 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 75,071 shares; 2025Q3: 53,532 shares; 2025Q4: 127,451 shares 127,451 $3.72M 0.34% +73,919 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258,814 shares; 2025Q1: 268,567 shares; 2025Q2: 315,582 shares; 2025Q3: 84,428 shares; 2025Q4: 94,614 shares 94,614 $3.65M 0.34% +10,186 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: not reported; 2024Q4: 49,091 shares; 2025Q1: 98,952 shares; 2025Q2: 49,102 shares; 2025Q3: 12,807 shares; 2025Q4: 12,973 shares 12,973 $3.35M 0.31% +166 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,421 shares; 2025Q1: 65,987 shares; 2025Q2: 71,743 shares; 2025Q3: 72,526 shares; 2025Q4: 72,427 shares 72,427 $3.34M 0.31% -99 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,667 shares; 2025Q4: 23,393 shares 23,393 $3.26M 0.3% -274 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,538 shares; 2025Q1: 280,412 shares; 2025Q2: 185,958 shares; 2025Q3: 41,369 shares; 2025Q4: 43,140 shares 43,140 $3.25M 0.3% +1,771 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 3,437 shares; 2025Q1: 4,151 shares; 2025Q2: 4,211 shares; 2025Q3: 3,494 shares; 2025Q4: 3,585 shares 3,585 $3.09M 0.28% +91 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: 57,844 shares; 2025Q4: 62,524 shares 62,524 $3.04M 0.28% +4,680 Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,797 shares 119,797 $2.99M 0.28% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,362 shares; 2025Q1: 155,414 shares; 2025Q2: 163,171 shares; 2025Q3: 169,797 shares; 2025Q4: 77,452 shares 77,452 $2.98M 0.27% -92,345 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,154 shares; 2025Q1: 134,837 shares; 2025Q2: 104,656 shares; 2025Q3: 105,582 shares; 2025Q4: 107,725 shares 107,725 $2.98M 0.27% +2,143 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: 17,008 shares; 2024Q4: 19,172 shares; 2025Q1: 20,105 shares; 2025Q2: 21,321 shares; 2025Q3: 7,891 shares; 2025Q4: 8,802 shares 8,802 $2.84M 0.26% +911 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: 19,092 shares; 2024Q4: 25,879 shares; 2025Q1: 53,550 shares; 2025Q2: 28,346 shares; 2025Q3: 19,163 shares; 2025Q4: 19,282 shares 19,282 $2.76M 0.25% +119 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: not reported; 2024Q4: 22,908 shares; 2025Q1: 20,208 shares; 2025Q2: 37,950 shares; 2025Q3: 37,537 shares; 2025Q4: 40,865 shares 40,865 $2.75M 0.25% +3,328 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: 5,645 shares; 2024Q4: 8,597 shares; 2025Q1: 8,220 shares; 2025Q2: 9,913 shares; 2025Q3: 7,067 shares; 2025Q4: 8,735 shares 8,735 $2.74M 0.25% +1,668 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,991 shares; 2025Q3: 34,334 shares; 2025Q4: 32,948 shares 32,948 $2.72M 0.25% -1,386 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,755 shares; 2025Q1: 114,976 shares; 2025Q2: 110,682 shares; 2025Q3: 110,307 shares; 2025Q4: 111,685 shares 111,685 $2.61M 0.24% +1,378 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: not reported; 2024Q4: 61,665 shares; 2025Q1: 124,870 shares; 2025Q2: 64,851 shares; 2025Q3: 38,349 shares; 2025Q4: 39,529 shares 39,529 $2.47M 0.23% +1,180 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: not reported; 2024Q4: 5,678 shares; 2025Q1: 2,316 shares; 2025Q2: 2,955 shares; 2025Q3: 3,441 shares; 2025Q4: 3,993 shares 3,993 $2.45M 0.23% +552 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,192 shares; 2025Q1: 6,192 shares; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 6,197 shares 6,197 $2.4M 0.22% +5 Timeline FDLS 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: not reported; 2024Q4: 77,718 shares; 2025Q1: 74,197 shares; 2025Q2: 75,055 shares; 2025Q3: 71,765 shares; 2025Q4: 66,922 shares 66,922 $2.39M 0.22% -4,843 Timeline EEMA 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: not reported; 2025Q4: 25,186 shares 25,186 $2.37M 0.22% new Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,429 shares 60,429 $2.37M 0.22% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,430 shares; 2025Q1: 28,870 shares; 2025Q2: 28,278 shares; 2025Q3: 24,650 shares; 2025Q4: 23,909 shares 23,909 $2.32M 0.21% -741 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,382 shares; 2025Q1: 13,091 shares; 2025Q2: 26,213 shares; 2025Q3: 34,034 shares; 2025Q4: 32,972 shares 32,972 $2.29M 0.21% -1,062 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 3,240 shares; 2025Q1: 5,204 shares; 2025Q2: 6,951 shares; 2025Q3: 5,493 shares; 2025Q4: 6,478 shares 6,478 $2.24M 0.21% +985 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,843 shares 53,843 $2.12M 0.2% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,511 shares; 2025Q1: 4,335 shares; 2025Q2: 14,653 shares; 2025Q3: 14,893 shares; 2025Q4: 15,731 shares 15,731 $2.01M 0.18% +838 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: 8,782 shares; 2024Q4: 10,272 shares; 2025Q1: 11,204 shares; 2025Q2: 10,922 shares; 2025Q3: 8,280 shares; 2025Q4: 8,764 shares 8,764 $2M 0.18% +484 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: 16,700 shares; 2024Q4: 28,799 shares; 2025Q1: 62,692 shares; 2025Q2: 25,229 shares; 2025Q3: 15,936 shares; 2025Q4: 17,929 shares 17,929 $2M 0.18% +1,993 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,343 shares; 2025Q1: 27,539 shares; 2025Q2: 27,278 shares; 2025Q3: 26,855 shares; 2025Q4: 25,017 shares 25,017 $1.99M 0.18% -1,838 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168,755 shares; 2025Q1: 153,344 shares; 2025Q2: 72,960 shares; 2025Q3: 56,485 shares; 2025Q4: 54,805 shares 54,805 $1.94M 0.18% -1,680 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: not reported; 2024Q4: 3,700 shares; 2025Q1: 9,116 shares; 2025Q2: 4,915 shares; 2025Q3: 12,950 shares; 2025Q4: 6,862 shares 6,862 $1.92M 0.18% -6,088 Timeline FTA 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: not reported; 2024Q4: 20,331 shares; 2025Q1: 21,121 shares; 2025Q2: 22,354 shares; 2025Q3: 22,985 shares; 2025Q4: 22,170 shares 22,170 $1.91M 0.18% -815 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: not reported; 2024Q4: 49,031 shares; 2025Q1: 50,788 shares; 2025Q2: 40,619 shares; 2025Q3: 43,397 shares; 2025Q4: 43,691 shares 43,691 $1.91M 0.18% +294 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 5,639 shares; 2025Q3: 10,281 shares; 2025Q4: 10,292 shares 10,292 $1.9M 0.17% +11 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,869 shares; 2025Q1: 46,500 shares; 2025Q2: 48,886 shares; 2025Q3: 50,365 shares; 2025Q4: 48,534 shares 48,534 $1.9M 0.17% -1,831 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: not reported; 2024Q4: 33,913 shares; 2025Q1: 34,349 shares; 2025Q2: 27,024 shares; 2025Q3: 37,296 shares; 2025Q4: 36,667 shares 36,667 $1.85M 0.17% -629 Timeline QTEC 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: 7,675 shares; 2025Q1: 8,534 shares; 2025Q2: 8,332 shares; 2025Q3: 8,442 shares; 2025Q4: 7,987 shares 7,987 $1.84M 0.17% -455 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 8,005 shares; 2025Q1: 8,554 shares; 2025Q2: 7,840 shares; 2025Q3: 4,766 shares; 2025Q4: 5,242 shares 5,242 $1.84M 0.17% +476 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: not reported; 2024Q4: 9,425 shares; 2025Q1: 40,599 shares; 2025Q2: 77,504 shares; 2025Q3: 72,918 shares; 2025Q4: 74,429 shares 74,429 $1.81M 0.17% +1,511 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,668 shares; 2025Q4: 17,012 shares 17,012 $1.8M 0.17% -656 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: 11,171 shares; 2024Q4: 11,976 shares; 2025Q1: 25,710 shares; 2025Q2: 13,767 shares; 2025Q3: 3,438 shares; 2025Q4: 3,119 shares 3,119 $1.79M 0.16% -319 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: 11,898 shares; 2024Q4: 14,537 shares; 2025Q1: 16,986 shares; 2025Q2: 18,778 shares; 2025Q3: 12,185 shares; 2025Q4: 14,834 shares 14,834 $1.79M 0.16% +2,649 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,550 shares; 2025Q1: 59,924 shares; 2025Q2: 50,986 shares; 2025Q3: 46,976 shares; 2025Q4: 71,711 shares 71,711 $1.78M 0.16% +24,735 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,948 shares; 2025Q2: 22,758 shares; 2025Q3: 32,412 shares; 2025Q4: 63,969 shares 63,969 $1.72M 0.16% +31,557 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: not reported; 2024Q4: 1,843 shares; 2025Q1: 9,706 shares; 2025Q2: 7,107 shares; 2025Q3: 6,278 shares; 2025Q4: 7,939 shares 7,939 $1.68M 0.15% +1,661 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 337 shares; 2025Q2: 1,048 shares; 2025Q3: 1,502 shares; 2025Q4: 1,569 shares 1,569 $1.68M 0.15% +67 Timeline ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,067 shares; 2024Q4: 160,597 shares; 2025Q1: 163,233 shares; 2025Q2: 163,233 shares; 2025Q3: 359,064 shares; 2025Q4: 434,763 shares 434,763 $1.67M 0.15% +75,699 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: 9,513 shares; 2024Q4: 12,169 shares; 2025Q1: 27,034 shares; 2025Q2: 13,853 shares; 2025Q3: 8,238 shares; 2025Q4: 8,046 shares 8,046 $1.67M 0.15% -192 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: 3,971 shares; 2024Q4: 5,551 shares; 2025Q1: 17,186 shares; 2025Q2: 15,656 shares; 2025Q3: 10,457 shares; 2025Q4: 10,874 shares 10,874 $1.66M 0.15% +417 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: not reported; 2024Q4: 49,832 shares; 2025Q1: 112,482 shares; 2025Q2: 60,660 shares; 2025Q3: 42,740 shares; 2025Q4: 58,952 shares 58,952 $1.62M 0.15% +16,212 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,222 shares; 2025Q3: 2,626 shares; 2025Q4: 3,151 shares 3,151 $1.61M 0.15% +525 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: not reported; 2024Q4: 25,283 shares; 2025Q1: 51,454 shares; 2025Q2: 26,115 shares; 2025Q3: 6,835 shares; 2025Q4: 7,134 shares 7,134 $1.57M 0.14% +299 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: not reported; 2024Q4: 433 shares; 2025Q1: 677 shares; 2025Q2: 1,805 shares; 2025Q3: 1,402 shares; 2025Q4: 2,073 shares 2,073 $1.56M 0.14% +671 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: not reported; 2024Q4: 1,995 shares; 2025Q1: 3,012 shares; 2025Q2: 2,835 shares; 2025Q3: 2,381 shares; 2025Q4: 2,183 shares 2,183 $1.5M 0.14% -198 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: not reported; 2024Q4: 19,952 shares; 2025Q1: 19,802 shares; 2025Q2: 28,879 shares; 2025Q3: 27,905 shares; 2025Q4: 30,564 shares 30,564 $1.48M 0.14% +2,659 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,216 shares; 2025Q1: 64,486 shares; 2025Q2: 27,570 shares; 2025Q3: 12,522 shares; 2025Q4: 16,683 shares 16,683 $1.48M 0.14% +4,161 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: 25,471 shares; 2024Q4: 28,796 shares; 2025Q1: 66,724 shares; 2025Q2: 37,807 shares; 2025Q3: 26,768 shares; 2025Q4: 26,500 shares 26,500 $1.46M 0.13% -268 Timeline VIOO 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: 6,578 shares; 2025Q1: 16,388 shares; 2025Q2: 12,437 shares; 2025Q3: 12,474 shares; 2025Q4: 13,075 shares 13,075 $1.45M 0.13% +601 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: 3,228 shares; 2024Q4: 4,800 shares; 2025Q1: 4,705 shares; 2025Q2: 4,452 shares; 2025Q3: 4,063 shares; 2025Q4: 4,347 shares 4,347 $1.43M 0.13% +284 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,103 shares; 2025Q2: 24,085 shares; 2025Q3: 25,593 shares; 2025Q4: 36,712 shares 36,712 $1.4M 0.13% +11,119 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY 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: 11,903 shares; 2025Q3: 15,767 shares; 2025Q4: 16,299 shares 16,299 $1.39M 0.13% +532 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,323 shares; 2025Q1: 46,434 shares; 2025Q2: 50,812 shares; 2025Q3: 48,813 shares; 2025Q4: 48,610 shares 48,610 $1.38M 0.13% -203 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 23,923 shares; 2025Q3: 24,413 shares; 2025Q4: 28,234 shares 28,234 $1.37M 0.13% +3,821 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: 2,420 shares; 2024Q4: 5,150 shares; 2025Q1: 10,540 shares; 2025Q2: 6,302 shares; 2025Q3: 2,977 shares; 2025Q4: 6,260 shares 6,260 $1.34M 0.12% +3,283 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: 3,504 shares; 2024Q4: 6,014 shares; 2025Q1: 12,558 shares; 2025Q2: 6,469 shares; 2025Q3: 3,469 shares; 2025Q4: 3,820 shares 3,820 $1.31M 0.12% +351 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,779 shares; 2025Q1: 52,511 shares; 2025Q2: 51,509 shares; 2025Q3: 9,447 shares; 2025Q4: 26,412 shares 26,412 $1.31M 0.12% +16,965 Timeline PSLV 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: not reported; 2024Q4: 38,220 shares; 2025Q1: 61,920 shares; 2025Q2: 69,020 shares; 2025Q3: 69,676 shares; 2025Q4: 54,912 shares 54,912 $1.3M 0.12% -14,764 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,381 shares; 2025Q3: 38,501 shares; 2025Q4: 39,628 shares 39,628 $1.29M 0.12% +1,127 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,466 shares; 2025Q2: 19,466 shares; 2025Q3: 24,305 shares; 2025Q4: 24,211 shares 24,211 $1.24M 0.11% -94 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,403 shares; 2025Q1: 41,224 shares; 2025Q2: 28,891 shares; 2025Q3: 22,541 shares; 2025Q4: 22,954 shares 22,954 $1.22M 0.11% +413 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: not reported; 2024Q4: 23,413 shares; 2025Q1: 41,928 shares; 2025Q2: 22,258 shares; 2025Q3: 20,339 shares; 2025Q4: 22,673 shares 22,673 $1.22M 0.11% +2,334 Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,624 shares; 2025Q1: 59,062 shares; 2025Q2: 45,316 shares; 2025Q3: 48,307 shares; 2025Q4: 53,285 shares 53,285 $1.2M 0.11% +4,978 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,674 shares; 2025Q1: 5,912 shares; 2025Q2: 15,172 shares; 2025Q3: 11,949 shares; 2025Q4: 16,572 shares 16,572 $1.18M 0.11% +4,623 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: not reported; 2024Q4: 5,935 shares; 2025Q1: 6,020 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,377 shares 10,377 $1.18M 0.11% new 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: 3,732 shares; 2024Q4: 3,991 shares; 2025Q1: 8,074 shares; 2025Q2: 4,307 shares; 2025Q3: 3,691 shares; 2025Q4: 3,904 shares 3,904 $1.16M 0.11% +213 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,948 shares; 2025Q1: 33,629 shares; 2025Q2: 21,860 shares; 2025Q3: 20,867 shares; 2025Q4: 20,244 shares 20,244 $1.15M 0.11% -623 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,448 shares; 2025Q3: 6,919 shares; 2025Q4: 7,081 shares 7,081 $1.15M 0.11% +162 Timeline INDA ISHARES TR More: 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: 6,783 shares; 2025Q1: 6,932 shares; 2025Q2: 7,017 shares; 2025Q3: 17,563 shares; 2025Q4: 20,916 shares 20,916 $1.13M 0.1% +3,353 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,613 shares; 2025Q3: 28,017 shares; 2025Q4: 28,223 shares 28,223 $1.12M 0.1% +206 Timeline CLCV CROSSMARK ETF TRUST More: the full row for CROSSMARK 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: 41,863 shares 41,863 $1.11M 0.1% new 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: 20,013 shares; 2024Q4: 26,389 shares; 2025Q1: 49,874 shares; 2025Q2: 23,605 shares; 2025Q3: 10,758 shares; 2025Q4: 11,921 shares 11,921 $1.11M 0.1% +1,163 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: 909 shares; 2024Q4: 1,995 shares; 2025Q1: 2,748 shares; 2025Q2: 3,403 shares; 2025Q3: 6,028 shares; 2025Q4: 6,016 shares 6,016 $1.11M 0.1% -12 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,037 shares; 2025Q1: 5,108 shares; 2025Q2: 4,486 shares; 2025Q3: 4,748 shares; 2025Q4: 4,914 shares 4,914 $1.1M 0.1% +166 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: 2,070 shares; 2024Q4: 2,824 shares; 2025Q1: 2,800 shares; 2025Q2: 2,695 shares; 2025Q3: 1,465 shares; 2025Q4: 1,897 shares 1,897 $1.08M 0.1% +432 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,683 shares; 2025Q1: 27,138 shares; 2025Q2: 27,018 shares; 2025Q3: 29,274 shares; 2025Q4: 30,972 shares 30,972 $1.06M 0.1% +1,698 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,793 shares; 2025Q1: 38,717 shares; 2025Q2: 40,288 shares; 2025Q3: 40,217 shares; 2025Q4: 38,665 shares 38,665 $1.06M 0.1% -1,552 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,576 shares 42,576 $1.06M 0.1% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,731 shares; 2025Q1: 35,146 shares; 2025Q2: 17,857 shares; 2025Q3: 14,494 shares; 2025Q4: 14,301 shares 14,301 $1.05M 0.1% -193 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,745 shares; 2025Q3: 18,822 shares; 2025Q4: 18,974 shares 18,974 $1.05M 0.1% +152 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,565 shares 3,565 $1.03M 0.09% new 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: not reported; 2024Q4: 14,990 shares; 2025Q1: 7,576 shares; 2025Q2: 4,487 shares; 2025Q3: 2,667 shares; 2025Q4: 9,533 shares 9,533 $1.02M 0.09% +6,866 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 2,974 shares; 2025Q3: 2,942 shares; 2025Q4: 2,998 shares 2,998 $1.02M 0.09% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,945 shares; 2025Q3: 5,068 shares; 2025Q4: 13,364 shares 13,364 $1.02M 0.09% +8,296 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,003 shares; 2025Q3: 31,945 shares; 2025Q4: 22,258 shares 22,258 $1.01M 0.09% -9,687 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 2,386 shares; 2025Q1: 2,455 shares; 2025Q2: 2,756 shares; 2025Q3: 1,822 shares; 2025Q4: 1,521 shares 1,521 $1M 0.09% -301 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,164 shares; 2025Q1: 8,422 shares; 2025Q2: 8,422 shares; 2025Q3: 18,766 shares; 2025Q4: 25,308 shares 25,308 $990K 0.09% +6,542 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: 38,819 shares; 2024Q4: 44,569 shares; 2025Q1: 40,999 shares; 2025Q2: 46,279 shares; 2025Q3: 31,563 shares; 2025Q4: 39,840 shares 39,840 $990K 0.09% +8,277 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,325 shares; 2025Q1: 19,310 shares; 2025Q2: 19,391 shares; 2025Q3: 19,303 shares; 2025Q4: 18,362 shares 18,362 $987K 0.09% -941 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,350 shares 38,350 $982K 0.09% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,889 shares; 2025Q1: 4,417 shares; 2025Q2: 2,995 shares; 2025Q3: 2,635 shares; 2025Q4: 2,693 shares 2,693 $970K 0.09% +58 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,064 shares; 2025Q1: 102,630 shares; 2025Q2: 52,188 shares; 2025Q3: 6,061 shares; 2025Q4: 6,658 shares 6,658 $956K 0.09% +597 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,343 shares; 2025Q1: 25,719 shares; 2025Q2: 23,435 shares; 2025Q3: 58,068 shares; 2025Q4: 24,709 shares 24,709 $947K 0.09% -33,359 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,639 shares; 2025Q1: 14,948 shares; 2025Q2: 9,944 shares; 2025Q3: 9,852 shares; 2025Q4: 8,261 shares 8,261 $941K 0.09% -1,591 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,636 shares; 2025Q1: 43,428 shares; 2025Q2: 21,704 shares; 2025Q3: 20,379 shares; 2025Q4: 20,562 shares 20,562 $936K 0.09% +183 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,470 shares; 2025Q3: 9,296 shares; 2025Q4: 6,033 shares 6,033 $933K 0.09% -3,263 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,038 shares; 2025Q4: 10,297 shares 10,297 $927K 0.09% +6,259 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: 9,347 shares; 2024Q4: 11,909 shares; 2025Q1: 12,349 shares; 2025Q2: 11,834 shares; 2025Q3: 10,169 shares; 2025Q4: 11,307 shares 11,307 $919K 0.08% +1,138 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,738 shares; 2025Q1: 13,277 shares; 2025Q2: 13,603 shares; 2025Q3: 13,604 shares; 2025Q4: 13,687 shares 13,687 $919K 0.08% +83 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: 753 shares; 2024Q4: 2,849 shares; 2025Q1: 6,894 shares; 2025Q2: 3,079 shares; 2025Q3: 2,489 shares; 2025Q4: 2,777 shares 2,777 $909K 0.08% +288 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: 8,026 shares; 2025Q4: 14,288 shares 14,288 $907K 0.08% +6,262 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: 1,467 shares; 2024Q4: 2,577 shares; 2025Q1: 6,290 shares; 2025Q2: 2,312 shares; 2025Q3: 1,933 shares; 2025Q4: 2,429 shares 2,429 $899K 0.08% +496 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,129 shares; 2025Q1: 14,324 shares; 2025Q2: 14,488 shares; 2025Q3: 26,097 shares; 2025Q4: 29,758 shares 29,758 $896K 0.08% +3,661 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: 10,267 shares; 2024Q4: 9,547 shares; 2025Q1: 7,272 shares; 2025Q2: 7,027 shares; 2025Q3: 5,132 shares; 2025Q4: 4,969 shares 4,969 $883K 0.08% -163 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,441 shares; 2025Q2: 7,531 shares; 2025Q3: 9,542 shares; 2025Q4: 12,816 shares 12,816 $881K 0.08% +3,274 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,650 shares; 2025Q1: 21,245 shares; 2025Q2: 13,748 shares; 2025Q3: 13,306 shares; 2025Q4: 9,864 shares 9,864 $880K 0.08% -3,442 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: 3,859 shares; 2024Q4: 14,783 shares; 2025Q1: 13,809 shares; 2025Q2: 13,834 shares; 2025Q3: 11,901 shares; 2025Q4: 11,418 shares 11,418 $880K 0.08% -483 Timeline CLCG CROSSMARK ETF TRUST More: the full row for CROSSMARK 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: 32,247 shares 32,247 $871K 0.08% new 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: 46,124 shares; 2025Q1: 51,235 shares; 2025Q2: 42,842 shares; 2025Q3: 27,722 shares; 2025Q4: 23,495 shares 23,495 $865K 0.08% -4,227 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: not reported; 2024Q4: 29,057 shares; 2025Q1: 55,852 shares; 2025Q2: 27,138 shares; 2025Q3: 26,888 shares; 2025Q4: 26,025 shares 26,025 $852K 0.08% -863 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: 9,867 shares; 2024Q4: 13,760 shares; 2025Q1: 15,742 shares; 2025Q2: 13,971 shares; 2025Q3: 7,309 shares; 2025Q4: 8,088 shares 8,088 $851K 0.08% +779 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: 6,026 shares; 2024Q4: 12,226 shares; 2025Q1: 26,078 shares; 2025Q2: 11,947 shares; 2025Q3: 8,765 shares; 2025Q4: 7,393 shares 7,393 $841K 0.08% -1,372 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: not reported; 2024Q4: 10,450 shares; 2025Q1: 17,798 shares; 2025Q2: 11,083 shares; 2025Q3: 10,279 shares; 2025Q4: 10,311 shares 10,311 $837K 0.08% +32 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,348 shares; 2025Q1: 12,000 shares; 2025Q2: 8,424 shares; 2025Q3: 9,068 shares; 2025Q4: 9,229 shares 9,229 $825K 0.08% +161 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,041 shares; 2025Q1: 14,082 shares; 2025Q2: 7,006 shares; 2025Q3: 6,987 shares; 2025Q4: 6,987 shares 6,987 $821K 0.08% 0 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: 4,557 shares; 2024Q4: 6,824 shares; 2025Q1: 15,610 shares; 2025Q2: 7,705 shares; 2025Q3: 6,301 shares; 2025Q4: 6,520 shares 6,520 $817K 0.08% +219 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: 2,650 shares; 2024Q4: 3,408 shares; 2025Q1: 7,014 shares; 2025Q2: 3,310 shares; 2025Q3: 2,067 shares; 2025Q4: 5,198 shares 5,198 $798K 0.07% +3,131 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: 1,933 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,142 shares; 2025Q3: 4,815 shares; 2025Q4: 4,861 shares 4,861 $793K 0.07% +46 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: 6,390 shares; 2024Q4: 7,990 shares; 2025Q1: 22,062 shares; 2025Q2: 12,979 shares; 2025Q3: 9,009 shares; 2025Q4: 9,019 shares 9,019 $786K 0.07% +10 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,503 shares; 2025Q1: 2,860 shares; 2025Q2: 1,081 shares; 2025Q3: 835 shares; 2025Q4: 889 shares 889 $781K 0.07% +54 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,723 shares; 2025Q1: 6,380 shares; 2025Q2: 6,296 shares; 2025Q3: 3,778 shares; 2025Q4: 3,965 shares 3,965 $773K 0.07% +187 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,793 shares; 2025Q4: 10,741 shares 10,741 $769K 0.07% +5,948 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,526 shares; 2025Q1: 35,759 shares; 2025Q2: 35,155 shares; 2025Q3: 36,021 shares; 2025Q4: 36,357 shares 36,357 $769K 0.07% +336 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,873 shares; 2025Q1: 94,704 shares; 2025Q2: 33,908 shares; 2025Q3: 33,707 shares; 2025Q4: 30,447 shares 30,447 $764K 0.07% -3,260 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: 12,079 shares; 2025Q3: 11,745 shares; 2025Q4: 11,785 shares 11,785 $764K 0.07% +40 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 723 shares; 2025Q1: 695 shares; 2025Q2: 903 shares; 2025Q3: 1,289 shares; 2025Q4: 1,701 shares 1,701 $756K 0.07% +412 Timeline FSTA 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: 14,879 shares; 2025Q3: 15,301 shares; 2025Q4: 15,304 shares 15,304 $753K 0.07% +3 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,950 shares; 2025Q2: 3,012 shares; 2025Q3: 4,586 shares; 2025Q4: 7,306 shares 7,306 $751K 0.07% +2,720 Timeline GEF GREIF INC More: the full row for GREIF 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: 11,050 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 11,050 shares 11,050 $748K 0.07% 0 Timeline FXN 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: 42,434 shares; 2025Q1: 43,769 shares; 2025Q2: 42,614 shares; 2025Q3: 44,824 shares; 2025Q4: 45,178 shares 45,178 $744K 0.07% +354 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,712 shares; 2025Q2: 10,989 shares; 2025Q3: 20,908 shares; 2025Q4: 24,048 shares 24,048 $732K 0.07% +3,140 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: 1,958 shares; 2024Q4: 3,162 shares; 2025Q1: 6,972 shares; 2025Q2: 3,238 shares; 2025Q3: 3,218 shares; 2025Q4: 2,529 shares 2,529 $722K 0.07% -689 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 3,167 shares; 2025Q1: 7,428 shares; 2025Q2: 3,930 shares; 2025Q3: 2,047 shares; 2025Q4: 2,335 shares 2,335 $714K 0.07% +288 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,454 shares; 2025Q1: 15,340 shares; 2025Q2: 22,773 shares; 2025Q3: not reported; 2025Q4: 13,993 shares 13,993 $708K 0.07% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 4,477 shares; 2025Q1: 11,152 shares; 2025Q2: 5,352 shares; 2025Q3: 3,246 shares; 2025Q4: 4,134 shares 4,134 $707K 0.07% +888 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: 5,685 shares; 2024Q4: 7,066 shares; 2025Q1: 9,935 shares; 2025Q2: 13,763 shares; 2025Q3: 7,739 shares; 2025Q4: 8,791 shares 8,791 $706K 0.07% +1,052 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,795 shares; 2025Q3: 6,695 shares; 2025Q4: 6,074 shares 6,074 $699K 0.06% -621 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,267 shares; 2025Q3: 19,732 shares; 2025Q4: 13,859 shares 13,859 $697K 0.06% -5,873 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: not reported; 2024Q4: 7,583 shares; 2025Q1: 14,470 shares; 2025Q2: 8,307 shares; 2025Q3: 7,992 shares; 2025Q4: 10,371 shares 10,371 $684K 0.06% +2,379 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,733 shares; 2025Q1: 19,434 shares; 2025Q2: 25,351 shares; 2025Q3: 27,931 shares; 2025Q4: 32,081 shares 32,081 $681K 0.06% +4,150 Timeline FENY 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: 23,737 shares; 2025Q3: 27,682 shares; 2025Q4: 27,449 shares 27,449 $680K 0.06% -233 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,016 shares; 2025Q3: 1,503 shares; 2025Q4: 2,805 shares 2,805 $680K 0.06% +1,302 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: 8,855 shares; 2024Q4: 11,512 shares; 2025Q1: 24,790 shares; 2025Q2: 13,221 shares; 2025Q3: 9,735 shares; 2025Q4: 12,575 shares 12,575 $678K 0.06% +2,840 Timeline FMAT 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: 6,898 shares; 2025Q4: 12,746 shares 12,746 $677K 0.06% +5,848 Timeline JGRW TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,287 shares; 2025Q2: 24,744 shares; 2025Q3: 25,074 shares; 2025Q4: 24,818 shares 24,818 $672K 0.06% -256 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,870 shares; 2025Q4: 3,598 shares 3,598 $666K 0.06% +728 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,818 shares; 2025Q1: 11,721 shares; 2025Q2: 5,644 shares; 2025Q3: 14,236 shares; 2025Q4: 5,212 shares 5,212 $660K 0.06% -9,024 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,201 shares; 2025Q1: 8,202 shares; 2025Q2: 8,358 shares; 2025Q3: 1,281 shares; 2025Q4: 4,557 shares 4,557 $656K 0.06% +3,276 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,844 shares; 2025Q4: 10,805 shares 10,805 $653K 0.06% +2,961 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: not reported; 2024Q4: 18,521 shares; 2025Q1: 18,447 shares; 2025Q2: 9,089 shares; 2025Q3: 12,256 shares; 2025Q4: 12,707 shares 12,707 $646K 0.06% +451 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 3,073 shares; 2025Q1: 3,507 shares; 2025Q2: 3,193 shares; 2025Q3: 2,127 shares; 2025Q4: 2,433 shares 2,433 $645K 0.06% +306 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: 825 shares; 2024Q4: 1,034 shares; 2025Q1: 940 shares; 2025Q2: 1,864 shares; 2025Q3: 1,473 shares; 2025Q4: 1,820 shares 1,820 $637K 0.06% +347 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 11,734 shares; 2025Q2: 23,506 shares; 2025Q3: 24,285 shares; 2025Q4: 21,940 shares 21,940 $633K 0.06% -2,345 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,714 shares; 2025Q1: 78,394 shares; 2025Q2: 34,555 shares; 2025Q3: 10,523 shares; 2025Q4: 12,622 shares 12,622 $624K 0.06% +2,099 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: 605 shares; 2024Q4: 1,116 shares; 2025Q1: 3,106 shares; 2025Q2: 1,583 shares; 2025Q3: 1,080 shares; 2025Q4: 1,279 shares 1,279 $618K 0.06% +199 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,401 shares; 2024Q4: 30,797 shares; 2025Q1: 60,770 shares; 2025Q2: 31,188 shares; 2025Q3: 30,071 shares; 2025Q4: 29,952 shares 29,952 $618K 0.06% -119 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,561 shares 6,561 $616K 0.06% new 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: 96 shares; 2024Q4: 118 shares; 2025Q1: 130 shares; 2025Q2: 113 shares; 2025Q3: 94 shares; 2025Q4: 113 shares 113 $605K 0.06% +19 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: 6,152 shares; 2024Q4: 7,718 shares; 2025Q1: 7,721 shares; 2025Q2: 9,975 shares; 2025Q3: 4,545 shares; 2025Q4: 5,134 shares 5,134 $602K 0.06% +589 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: not reported; 2024Q4: 16,691 shares; 2025Q1: 3,864 shares; 2025Q2: 4,450 shares; 2025Q3: 2,695 shares; 2025Q4: 6,705 shares 6,705 $600K 0.06% +4,010 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: 1,853 shares; 2024Q4: 4,947 shares; 2025Q1: 6,782 shares; 2025Q2: 3,436 shares; 2025Q3: 2,044 shares; 2025Q4: 2,761 shares 2,761 $600K 0.06% +717 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,723 shares; 2025Q1: 8,538 shares; 2025Q2: 9,408 shares; 2025Q3: 8,398 shares; 2025Q4: 11,617 shares 11,617 $598K 0.06% +3,219 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,910 shares; 2025Q1: 3,818 shares; 2025Q2: 3,843 shares; 2025Q3: 3,865 shares; 2025Q4: 4,161 shares 4,161 $596K 0.05% +296 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 3,052 shares; 2025Q1: 3,810 shares; 2025Q2: 3,978 shares; 2025Q3: 3,757 shares; 2025Q4: 3,859 shares 3,859 $595K 0.05% +102 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,525 shares; 2025Q1: 24,346 shares; 2025Q2: 6,831 shares; 2025Q3: 6,509 shares; 2025Q4: 6,348 shares 6,348 $591K 0.05% -161 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,691 shares; 2025Q1: 1,308 shares; 2025Q2: 1,474 shares; 2025Q3: 594 shares; 2025Q4: 903 shares 903 $590K 0.05% +309 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,637 shares; 2025Q1: 4,393 shares; 2025Q2: 4,109 shares; 2025Q3: 3,038 shares; 2025Q4: 3,571 shares 3,571 $581K 0.05% +533 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,811 shares; 2025Q1: 3,829 shares; 2025Q2: 3,873 shares; 2025Q3: not reported; 2025Q4: 7,829 shares 7,829 $578K 0.05% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,695 shares; 2025Q1: 13,149 shares; 2025Q2: 11,273 shares; 2025Q3: not reported; 2025Q4: 10,427 shares 10,427 $571K 0.05% new 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: 12,278 shares; 2024Q4: 12,185 shares; 2025Q1: 30,156 shares; 2025Q2: 14,700 shares; 2025Q3: 7,527 shares; 2025Q4: 8,168 shares 8,168 $571K 0.05% +641 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,864 shares; 2025Q2: 5,857 shares; 2025Q3: 3,927 shares; 2025Q4: 3,320 shares 3,320 $568K 0.05% -607 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,192 shares; 2025Q1: not reported; 2025Q2: 14,695 shares; 2025Q3: 13,599 shares; 2025Q4: 11,278 shares 11,278 $567K 0.05% -2,321 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,567 shares; 2025Q1: 2,151 shares; 2025Q2: 2,023 shares; 2025Q3: 839 shares; 2025Q4: 1,451 shares 1,451 $565K 0.05% +612 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,936 shares; 2025Q1: 8,299 shares; 2025Q2: 5,651 shares; 2025Q3: 5,675 shares; 2025Q4: 5,518 shares 5,518 $563K 0.05% -157 Timeline DBEF 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: 56,613 shares; 2025Q1: 93,096 shares; 2025Q2: 13,008 shares; 2025Q3: 12,644 shares; 2025Q4: 11,677 shares 11,677 $562K 0.05% -967 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest 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: 8,041 shares; 2025Q4: 10,089 shares 10,089 $559K 0.05% +2,048 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: 4,399 shares; 2024Q4: 5,929 shares; 2025Q1: 11,928 shares; 2025Q2: 5,392 shares; 2025Q3: 2,729 shares; 2025Q4: 2,749 shares 2,749 $558K 0.05% +20 Timeline HYMB 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: 33,883 shares; 2025Q1: 33,807 shares; 2025Q2: 27,218 shares; 2025Q3: 28,071 shares; 2025Q4: 22,360 shares 22,360 $558K 0.05% -5,711 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,962 shares; 2025Q3: 18,913 shares; 2025Q4: 19,800 shares 19,800 $553K 0.05% +887 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 1,125 shares; 2025Q2: 1,038 shares; 2025Q3: 860 shares; 2025Q4: 1,057 shares 1,057 $553K 0.05% +197 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,520 shares; 2025Q1: 20,252 shares; 2025Q2: 3,894 shares; 2025Q3: not reported; 2025Q4: 4,942 shares 4,942 $545K 0.05% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,560 shares; 2025Q1: 16,962 shares; 2025Q2: 8,542 shares; 2025Q3: 8,938 shares; 2025Q4: 9,019 shares 9,019 $541K 0.05% +81 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: not reported; 2024Q4: 10,936 shares; 2025Q1: 7,526 shares; 2025Q2: 7,753 shares; 2025Q3: not reported; 2025Q4: 5,922 shares 5,922 $541K 0.05% new 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: 1,899 shares; 2024Q4: 2,997 shares; 2025Q1: 3,569 shares; 2025Q2: 3,264 shares; 2025Q3: 2,831 shares; 2025Q4: 3,297 shares 3,297 $537K 0.05% +466 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,029 shares; 2025Q3: 3,025 shares; 2025Q4: 3,899 shares 3,899 $529K 0.05% +874 Timeline PHYS 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: not reported; 2024Q4: 12,125 shares; 2025Q1: 21,475 shares; 2025Q2: 21,575 shares; 2025Q3: 21,475 shares; 2025Q4: 15,725 shares 15,725 $519K 0.05% -5,750 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: 3,906 shares; 2024Q4: 4,000 shares; 2025Q1: 8,022 shares; 2025Q2: 4,157 shares; 2025Q3: 1,160 shares; 2025Q4: 1,708 shares 1,708 $519K 0.05% +548 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: 10,741 shares; 2024Q4: 14,587 shares; 2025Q1: 15,320 shares; 2025Q2: 19,244 shares; 2025Q3: 11,540 shares; 2025Q4: 12,557 shares 12,557 $511K 0.05% +1,017 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,147 shares; 2025Q3: 16,202 shares; 2025Q4: 16,326 shares 16,326 $508K 0.05% +124 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,559 shares; 2024Q4: 13,085 shares; 2025Q1: 12,282 shares; 2025Q2: 10,733 shares; 2025Q3: 8,766 shares; 2025Q4: 10,852 shares 10,852 $508K 0.05% +2,086 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: 11,062 shares; 2024Q4: 14,447 shares; 2025Q1: 17,797 shares; 2025Q2: 20,738 shares; 2025Q3: 16,213 shares; 2025Q4: 16,927 shares 16,927 $506K 0.05% +714 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,922 shares; 2025Q1: 3,892 shares; 2025Q2: 1,953 shares; 2025Q3: 1,344 shares; 2025Q4: 1,559 shares 1,559 $504K 0.05% +215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,645 shares; 2025Q3: 4,690 shares; 2025Q4: 4,902 shares 4,902 $502K 0.05% +212 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: not reported; 2024Q4: 1,965 shares; 2025Q1: 5,052 shares; 2025Q2: 2,245 shares; 2025Q3: 2,149 shares; 2025Q4: 1,928 shares 1,928 $496K 0.05% -221 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 473 shares; 2025Q1: 942 shares; 2025Q2: 884 shares; 2025Q3: 621 shares; 2025Q4: 745 shares 745 $494K 0.05% +124 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,506 shares 21,506 $493K 0.05% new Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 7,900 shares; 2025Q2: 3,741 shares; 2025Q3: 3,375 shares; 2025Q4: 3,946 shares 3,946 $491K 0.05% +571 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 3,149 shares; 2025Q1: 3,051 shares; 2025Q2: 2,986 shares; 2025Q3: 1,670 shares; 2025Q4: 1,699 shares 1,699 $491K 0.05% +29 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,605 shares; 2025Q1: 9,460 shares; 2025Q2: 6,035 shares; 2025Q3: 2,881 shares; 2025Q4: 2,892 shares 2,892 $490K 0.05% +11 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 5,557 shares; 2025Q1: 5,691 shares; 2025Q2: 15,445 shares; 2025Q3: 16,347 shares; 2025Q4: 8,374 shares 8,374 $489K 0.05% -7,973 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: not reported; 2024Q4: 6,061 shares; 2025Q1: 11,758 shares; 2025Q2: 9,537 shares; 2025Q3: 9,301 shares; 2025Q4: 4,865 shares 4,865 $486K 0.04% -4,436 Timeline PICK 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: 5,590 shares; 2025Q4: 9,402 shares 9,402 $483K 0.04% +3,812 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,492 shares; 2025Q1: 11,028 shares; 2025Q2: 7,401 shares; 2025Q3: 7,318 shares; 2025Q4: 7,147 shares 7,147 $482K 0.04% -171 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: 636 shares; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 385 shares; 2025Q3: 245 shares; 2025Q4: 392 shares 392 $476K 0.04% +147 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: not reported; 2024Q4: 1,498 shares; 2025Q1: 3,068 shares; 2025Q2: 2,488 shares; 2025Q3: 1,442 shares; 2025Q4: 1,886 shares 1,886 $464K 0.04% +444 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: not reported; 2024Q4: 18,100 shares; 2025Q1: 18,049 shares; 2025Q2: 12,175 shares; 2025Q3: 12,937 shares; 2025Q4: 9,678 shares 9,678 $464K 0.04% -3,259 Timeline FTXO 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: 20,448 shares; 2025Q1: 21,846 shares; 2025Q2: 23,477 shares; 2025Q3: 24,034 shares; 2025Q4: 12,175 shares 12,175 $460K 0.04% -11,859 Timeline FFLC 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: 22,290 shares; 2025Q1: 63,491 shares; 2025Q2: 116,475 shares; 2025Q3: 9,163 shares; 2025Q4: 8,591 shares 8,591 $458K 0.04% -572 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,829 shares; 2025Q1: 3,748 shares; 2025Q2: 2,665 shares; 2025Q3: 695 shares; 2025Q4: 679 shares 679 $458K 0.04% -16 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,523 shares; 2025Q1: 16,128 shares; 2025Q2: 15,696 shares; 2025Q3: 15,640 shares; 2025Q4: 21,879 shares 21,879 $457K 0.04% +6,239 Timeline ICVT ISHARES TR More: 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: 8,786 shares; 2025Q1: 7,101 shares; 2025Q2: 5,148 shares; 2025Q3: 5,133 shares; 2025Q4: 4,568 shares 4,568 $450K 0.04% -565 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: 5,031 shares; 2024Q4: 5,172 shares; 2025Q1: 11,936 shares; 2025Q2: 6,481 shares; 2025Q3: 2,495 shares; 2025Q4: 3,116 shares 3,116 $447K 0.04% +621 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 4,808 shares 4,808 $445K 0.04% +1,261 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: 2,211 shares; 2024Q4: 3,126 shares; 2025Q1: 5,116 shares; 2025Q2: 5,120 shares; 2025Q3: 3,922 shares; 2025Q4: 4,723 shares 4,723 $442K 0.04% +801 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 618 shares; 2025Q1: 920 shares; 2025Q2: 997 shares; 2025Q3: 785 shares; 2025Q4: 931 shares 931 $436K 0.04% +146 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: 439 shares; 2024Q4: 776 shares; 2025Q1: 726 shares; 2025Q2: 630 shares; 2025Q3: 481 shares; 2025Q4: 4,650 shares 4,650 $436K 0.04% +4,169 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 4,426 shares; 2025Q1: 8,776 shares; 2025Q2: 4,540 shares; 2025Q3: 2,795 shares; 2025Q4: 3,497 shares 3,497 $429K 0.04% +702 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: 51,605 shares; 2024Q4: 59,260 shares; 2025Q1: 122,748 shares; 2025Q2: 61,949 shares; 2025Q3: 27,166 shares; 2025Q4: 32,692 shares 32,692 $429K 0.04% +5,526 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,185 shares 18,185 $424K 0.04% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,471 shares; 2025Q1: 2,052 shares; 2025Q2: 1,647 shares; 2025Q3: 662 shares; 2025Q4: 699 shares 699 $422K 0.04% +37 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,716 shares; 2025Q1: 6,825 shares; 2025Q2: 6,179 shares; 2025Q3: 3,378 shares; 2025Q4: 4,556 shares 4,556 $421K 0.04% +1,178 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,773 shares 8,773 $417K 0.04% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 4,148 shares 4,148 $414K 0.04% +1,990 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,217 shares; 2025Q4: 4,842 shares 4,842 $413K 0.04% +1,625 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,954 shares 4,954 $405K 0.04% new 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: not reported; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: 2,438 shares; 2025Q3: 2,136 shares; 2025Q4: 3,322 shares 3,322 $399K 0.04% +1,186 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: 2,180 shares; 2024Q4: 3,218 shares; 2025Q1: 1,610 shares; 2025Q2: 1,551 shares; 2025Q3: 1,862 shares; 2025Q4: 2,155 shares 2,155 $395K 0.04% +293 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 5,632 shares; 2025Q1: 12,376 shares; 2025Q2: 6,211 shares; 2025Q3: 5,630 shares; 2025Q4: 6,296 shares 6,296 $393K 0.04% +666 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 12,721 shares; 2025Q1: 22,402 shares; 2025Q2: 9,702 shares; 2025Q3: 5,197 shares; 2025Q4: 6,541 shares 6,541 $393K 0.04% +1,344 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,278 shares; 2025Q3: 5,461 shares; 2025Q4: 5,245 shares 5,245 $390K 0.04% -216 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: 3,311 shares; 2024Q4: 3,416 shares; 2025Q1: 5,790 shares; 2025Q2: 3,319 shares; 2025Q3: 1,209 shares; 2025Q4: 1,264 shares 1,264 $389K 0.04% +55 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: not reported; 2025Q3: 9,160 shares; 2025Q4: 17,075 shares 17,075 $383K 0.04% +7,915 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: 687 shares; 2024Q4: 1,054 shares; 2025Q1: 796 shares; 2025Q2: 635 shares; 2025Q3: 394 shares; 2025Q4: 464 shares 464 $381K 0.04% +70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,683 shares; 2025Q4: 2,747 shares 2,747 $376K 0.03% +1,064 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 751 shares; 2025Q1: 768 shares; 2025Q2: 636 shares; 2025Q3: 478 shares; 2025Q4: 766 shares 766 $375K 0.03% +288 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,184 shares; 2025Q1: 1,190 shares; 2025Q2: 905 shares; 2025Q3: 907 shares; 2025Q4: 927 shares 927 $375K 0.03% +20 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: 3,273 shares; 2024Q4: 3,509 shares; 2025Q1: 3,421 shares; 2025Q2: 3,509 shares; 2025Q3: 2,314 shares; 2025Q4: 2,338 shares 2,338 $374K 0.03% +24 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: not reported; 2024Q4: 9,796 shares; 2025Q1: 10,352 shares; 2025Q2: 5,429 shares; 2025Q3: not reported; 2025Q4: 3,927 shares 3,927 $374K 0.03% new 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: not reported; 2024Q4: 8,209 shares; 2025Q1: 8,379 shares; 2025Q2: 8,402 shares; 2025Q3: not reported; 2025Q4: 2,414 shares 2,414 $374K 0.03% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,721 shares; 2025Q1: 3,552 shares; 2025Q2: 2,366 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares 2,210 $371K 0.03% 0 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,307 shares; 2025Q1: 18,126 shares; 2025Q2: 15,753 shares; 2025Q3: 15,764 shares; 2025Q4: 16,248 shares 16,248 $371K 0.03% +484 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 6,027 shares; 2025Q1: 11,688 shares; 2025Q2: 5,605 shares; 2025Q3: 4,471 shares; 2025Q4: 4,672 shares 4,672 $371K 0.03% +201 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 14,829 shares; 2025Q1: 10,860 shares; 2025Q2: 4,945 shares; 2025Q3: 3,798 shares; 2025Q4: 4,649 shares 4,649 $367K 0.03% +851 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: 25,552 shares; 2024Q4: 36,999 shares; 2025Q1: 78,480 shares; 2025Q2: 37,706 shares; 2025Q3: 14,541 shares; 2025Q4: 14,748 shares 14,748 $367K 0.03% +207 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: not reported; 2024Q4: not reported; 2025Q1: 4,697 shares; 2025Q2: 8,480 shares; 2025Q3: 7,811 shares; 2025Q4: 7,597 shares 7,597 $363K 0.03% -214 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,879 shares; 2025Q1: 4,464 shares; 2025Q2: 2,385 shares; 2025Q3: not reported; 2025Q4: 2,305 shares 2,305 $361K 0.03% new 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: 1,312 shares; 2024Q4: 1,832 shares; 2025Q1: 3,712 shares; 2025Q2: 1,511 shares; 2025Q3: 1,145 shares; 2025Q4: 1,313 shares 1,313 $361K 0.03% +168 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: not reported; 2024Q4: 1,320 shares; 2025Q1: 2,752 shares; 2025Q2: 1,483 shares; 2025Q3: 975 shares; 2025Q4: 1,016 shares 1,016 $357K 0.03% +41 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: not reported; 2024Q4: 10,756 shares; 2025Q1: 8,385 shares; 2025Q2: 7,666 shares; 2025Q3: 8,067 shares; 2025Q4: 8,057 shares 8,057 $357K 0.03% -10 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,797 shares; 2025Q1: 3,808 shares; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares; 2025Q4: 3,717 shares 3,717 $355K 0.03% 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: not reported; 2024Q4: 4,920 shares; 2025Q1: 7,024 shares; 2025Q2: 7,203 shares; 2025Q3: not reported; 2025Q4: 2,242 shares 2,242 $348K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,022 shares; 2025Q2: 1,650 shares; 2025Q3: 1,374 shares; 2025Q4: 1,959 shares 1,959 $347K 0.03% +585 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,606 shares 3,606 $347K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 629 shares; 2025Q4: 729 shares 729 $345K 0.03% +100 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,589 shares; 2025Q3: 3,803 shares; 2025Q4: 3,769 shares 3,769 $344K 0.03% -34 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,113 shares; 2025Q1: 7,740 shares; 2025Q2: 3,626 shares; 2025Q3: not reported; 2025Q4: 3,516 shares 3,516 $341K 0.03% new 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: 1,232 shares; 2024Q4: 1,824 shares; 2025Q1: 3,760 shares; 2025Q2: 2,029 shares; 2025Q3: 1,443 shares; 2025Q4: 1,473 shares 1,473 $341K 0.03% +30 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,522 shares; 2025Q1: not reported; 2025Q2: 5,966 shares; 2025Q3: 31,148 shares; 2025Q4: 7,663 shares 7,663 $341K 0.03% -23,485 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,827 shares; 2025Q3: 17,166 shares; 2025Q4: 17,381 shares 17,381 $339K 0.03% +215 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,778 shares 4,778 $339K 0.03% new 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: 11,619 shares; 2025Q3: 13,237 shares; 2025Q4: 14,248 shares 14,248 $337K 0.03% +1,011 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,946 shares; 2025Q1: not reported; 2025Q2: 9,673 shares; 2025Q3: 7,626 shares; 2025Q4: 7,183 shares 7,183 $336K 0.03% -443 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: not reported; 2024Q4: 7,753 shares; 2025Q1: 3,651 shares; 2025Q2: 3,106 shares; 2025Q3: 1,501 shares; 2025Q4: 1,689 shares 1,689 $335K 0.03% +188 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: not reported; 2024Q4: not reported; 2025Q1: 2,900 shares; 2025Q2: 1,642 shares; 2025Q3: 1,258 shares; 2025Q4: 1,300 shares 1,300 $334K 0.03% +42 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 3,325 shares; 2025Q1: 2,904 shares; 2025Q2: 2,739 shares; 2025Q3: 1,790 shares; 2025Q4: 2,312 shares 2,312 $333K 0.03% +522 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 6,932 shares; 2025Q1: 4,609 shares; 2025Q2: 3,710 shares; 2025Q3: not reported; 2025Q4: 3,266 shares 3,266 $333K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,197 shares; 2025Q1: 6,256 shares; 2025Q2: 9,630 shares; 2025Q3: 6,581 shares; 2025Q4: 5,727 shares 5,727 $330K 0.03% -854 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 906 shares; 2025Q1: 1,508 shares; 2025Q2: 678 shares; 2025Q3: not reported; 2025Q4: 740 shares 740 $329K 0.03% new 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: 2,163 shares; 2025Q3: 2,114 shares; 2025Q4: 2,060 shares 2,060 $328K 0.03% -54 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: not reported; 2024Q4: 2,052 shares; 2025Q1: 4,124 shares; 2025Q2: 2,109 shares; 2025Q3: 1,576 shares; 2025Q4: 1,681 shares 1,681 $328K 0.03% +105 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,056 shares; 2025Q1: 6,087 shares; 2025Q2: 7,121 shares; 2025Q3: 7,164 shares; 2025Q4: 7,218 shares 7,218 $325K 0.03% +54 Timeline XP XP INC More: the full row for XP 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: 18,493 shares; 2025Q4: 19,837 shares 19,837 $325K 0.03% +1,344 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,476 shares; 2025Q1: 2,832 shares; 2025Q2: 1,576 shares; 2025Q3: 1,368 shares; 2025Q4: 1,559 shares 1,559 $325K 0.03% +191 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,822 shares 27,822 $322K 0.03% new 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: not reported; 2024Q4: 4,242 shares; 2025Q1: 8,724 shares; 2025Q2: 7,027 shares; 2025Q3: 6,197 shares; 2025Q4: 3,857 shares 3,857 $319K 0.03% -2,340 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,075 shares; 2024Q4: 10,586 shares; 2025Q1: 18,660 shares; 2025Q2: 8,912 shares; 2025Q3: 4,471 shares; 2025Q4: 5,227 shares 5,227 $314K 0.03% +756 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 2,443 shares; 2025Q1: 4,944 shares; 2025Q2: 2,896 shares; 2025Q3: 697 shares; 2025Q4: 1,087 shares 1,087 $314K 0.03% +390 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,881 shares; 2025Q1: 3,996 shares; 2025Q2: 2,013 shares; 2025Q3: 1,017 shares; 2025Q4: 1,153 shares 1,153 $313K 0.03% +136 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: not reported; 2024Q4: not reported; 2025Q1: 4,024 shares; 2025Q2: 2,391 shares; 2025Q3: not reported; 2025Q4: 1,760 shares 1,760 $313K 0.03% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 16,905 shares; 2025Q3: 22,149 shares; 2025Q4: 22,028 shares 22,028 $312K 0.03% -121 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,102 shares; 2025Q1: 37,866 shares; 2025Q2: 19,990 shares; 2025Q3: 996 shares; 2025Q4: 991 shares 991 $312K 0.03% -5 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,914 shares; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 2,101 shares; 2025Q4: 2,285 shares 2,285 $312K 0.03% +184 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,492 shares; 2025Q4: 3,887 shares 3,887 $309K 0.03% +395 Timeline RWJ 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: 12,520 shares; 2025Q1: 11,657 shares; 2025Q2: 6,514 shares; 2025Q3: 6,293 shares; 2025Q4: 6,286 shares 6,286 $306K 0.03% -7 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,294 shares; 2025Q1: 2,409 shares; 2025Q2: 2,177 shares; 2025Q3: 1,127 shares; 2025Q4: 1,736 shares 1,736 $305K 0.03% +609 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735 shares 735 $303K 0.03% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,392 shares 14,392 $302K 0.03% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 863 shares; 2025Q1: 1,848 shares; 2025Q2: 789 shares; 2025Q3: 529 shares; 2025Q4: 665 shares 665 $302K 0.03% +136 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: 3,110 shares; 2024Q4: 3,144 shares; 2025Q1: 6,258 shares; 2025Q2: 4,409 shares; 2025Q3: 1,616 shares; 2025Q4: 1,867 shares 1,867 $299K 0.03% +251 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,973 shares 8,973 $299K 0.03% new 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: not reported; 2024Q4: 15,704 shares; 2025Q1: 17,972 shares; 2025Q2: 16,972 shares; 2025Q3: 2,361 shares; 2025Q4: 2,769 shares 2,769 $296K 0.03% +408 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,589 shares; 2025Q1: 21,192 shares; 2025Q2: 12,942 shares; 2025Q3: 9,194 shares; 2025Q4: 9,215 shares 9,215 $295K 0.03% +21 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,626 shares 3,626 $294K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 3,814 shares 3,814 $293K 0.03% +264 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: 228 shares; 2024Q4: 491 shares; 2025Q1: 427 shares; 2025Q2: 456 shares; 2025Q3: 314 shares; 2025Q4: 1,907 shares 1,907 $292K 0.03% +1,593 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,237 shares; 2025Q1: 3,346 shares; 2025Q2: 3,468 shares; 2025Q3: 3,580 shares; 2025Q4: 3,863 shares 3,863 $290K 0.03% +283 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest 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: 8,672 shares; 2025Q4: 9,505 shares 9,505 $290K 0.03% +833 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,071 shares; 2025Q3: not reported; 2025Q4: 2,835 shares 2,835 $290K 0.03% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 2,505 shares; 2025Q1: 2,000 shares; 2025Q2: 1,216 shares; 2025Q3: not reported; 2025Q4: 1,565 shares 1,565 $289K 0.03% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,067 shares; 2025Q3: 15,273 shares; 2025Q4: 11,326 shares 11,326 $289K 0.03% -3,947 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,947 shares 2,947 $288K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,109 shares; 2025Q1: 2,840 shares; 2025Q2: 2,523 shares; 2025Q3: 1,506 shares; 2025Q4: 1,780 shares 1,780 $286K 0.03% +274 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 7,517 shares; 2025Q1: 11,206 shares; 2025Q2: 5,576 shares; 2025Q3: 3,709 shares; 2025Q4: 3,881 shares 3,881 $285K 0.03% +172 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,813 shares; 2025Q1: 10,310 shares; 2025Q2: 9,911 shares; 2025Q3: not reported; 2025Q4: 4,419 shares 4,419 $285K 0.03% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,209 shares; 2025Q2: 77,890 shares; 2025Q3: 6,310 shares; 2025Q4: 6,152 shares 6,152 $284K 0.03% -158 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,940 shares; 2025Q1: 76,445 shares; 2025Q2: 17,498 shares; 2025Q3: 17,498 shares; 2025Q4: 11,003 shares 11,003 $280K 0.03% -6,495 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,054 shares; 2025Q1: 2,177 shares; 2025Q2: 2,223 shares; 2025Q3: 1,802 shares; 2025Q4: 1,001 shares 1,001 $279K 0.03% -801 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,962 shares; 2025Q1: 4,962 shares; 2025Q2: 4,962 shares; 2025Q3: 4,762 shares; 2025Q4: 4,902 shares 4,902 $279K 0.03% +140 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: 5,511 shares; 2024Q4: 6,287 shares; 2025Q1: 5,392 shares; 2025Q2: 5,822 shares; 2025Q3: 953 shares; 2025Q4: 1,260 shares 1,260 $277K 0.03% +307 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: 6,574 shares; 2025Q1: 16,318 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,111 shares 2,111 $277K 0.03% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,776 shares 7,776 $275K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,325 shares; 2025Q3: 2,294 shares; 2025Q4: 2,223 shares 2,223 $274K 0.03% -71 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 11,384 shares; 2025Q1: 22,354 shares; 2025Q2: 12,583 shares; 2025Q3: 10,888 shares; 2025Q4: 10,631 shares 10,631 $272K 0.03% -257 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,315 shares; 2024Q4: 8,447 shares; 2025Q1: 8,443 shares; 2025Q2: 8,198 shares; 2025Q3: 7,475 shares; 2025Q4: 7,475 shares 7,475 $271K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,219 shares 2,219 $270K 0.02% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 10,022 shares; 2025Q3: 8,297 shares; 2025Q4: 3,726 shares 3,726 $269K 0.02% -4,571 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,063 shares; 2025Q1: 1,106 shares; 2025Q2: 1,038 shares; 2025Q3: 893 shares; 2025Q4: 983 shares 983 $269K 0.02% +90 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 896 shares; 2025Q1: 1,798 shares; 2025Q2: 1,428 shares; 2025Q3: 700 shares; 2025Q4: 753 shares 753 $266K 0.02% +53 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 963 shares 963 $265K 0.02% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,700 shares; 2025Q1: 9,260 shares; 2025Q2: 9,898 shares; 2025Q3: 5,949 shares; 2025Q4: 6,603 shares 6,603 $265K 0.02% +654 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,290 shares; 2025Q4: 2,751 shares 2,751 $265K 0.02% +461 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,220 shares; 2025Q1: 2,390 shares; 2025Q2: 2,369 shares; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $264K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,665 shares; 2025Q1: 19,898 shares; 2025Q2: 9,579 shares; 2025Q3: 7,333 shares; 2025Q4: 7,209 shares 7,209 $261K 0.02% -124 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 2,380 shares 2,380 $261K 0.02% +217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,603 shares 3,603 $257K 0.02% new 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: 3,670 shares; 2024Q4: 4,243 shares; 2025Q1: 8,190 shares; 2025Q2: 3,954 shares; 2025Q3: not reported; 2025Q4: 1,065 shares 1,065 $257K 0.02% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,115 shares 2,115 $257K 0.02% +100 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,183 shares; 2025Q3: 8,957 shares; 2025Q4: 9,527 shares 9,527 $256K 0.02% +570 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,471 shares; 2025Q1: 5,536 shares; 2025Q2: 2,668 shares; 2025Q3: not reported; 2025Q4: 760 shares 760 $256K 0.02% new Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,278 shares 4,278 $254K 0.02% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,703 shares; 2025Q1: 27,461 shares; 2025Q2: 19,851 shares; 2025Q3: 1,932 shares; 2025Q4: 1,836 shares 1,836 $254K 0.02% -96 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 2,001 shares; 2025Q1: 1,598 shares; 2025Q2: 1,306 shares; 2025Q3: not reported; 2025Q4: 1,002 shares 1,002 $254K 0.02% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 4,298 shares; 2025Q2: 1,818 shares; 2025Q3: not reported; 2025Q4: 1,418 shares 1,418 $253K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,959 shares; 2025Q3: 3,911 shares; 2025Q4: 4,635 shares 4,635 $250K 0.02% +724 Timeline FIIG 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: 11,142 shares; 2025Q2: 10,562 shares; 2025Q3: 11,797 shares; 2025Q4: 11,591 shares 11,591 $246K 0.02% -206 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: not reported; 2024Q4: 1,095 shares; 2025Q1: 3,350 shares; 2025Q2: 1,609 shares; 2025Q3: 1,013 shares; 2025Q4: 1,069 shares 1,069 $245K 0.02% +56 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: 3,651 shares; 2024Q4: 2,683 shares; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: not reported; 2025Q4: 1,513 shares 1,513 $244K 0.02% new Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,845 shares; 2025Q1: 28,195 shares; 2025Q2: 22,292 shares; 2025Q3: 23,105 shares; 2025Q4: 11,796 shares 11,796 $243K 0.02% -11,309 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,969 shares; 2024Q4: 16,368 shares; 2025Q1: not reported; 2025Q2: 13,835 shares; 2025Q3: 15,779 shares; 2025Q4: 16,360 shares 16,360 $242K 0.02% +581 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,994 shares; 2025Q2: 2,295 shares; 2025Q3: 1,874 shares; 2025Q4: 2,353 shares 2,353 $242K 0.02% +479 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,224 shares; 2025Q1: 41,208 shares; 2025Q2: 6,870 shares; 2025Q3: 6,870 shares; 2025Q4: 5,283 shares 5,283 $241K 0.02% -1,587 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: not reported; 2024Q4: 4,935 shares; 2025Q1: 6,744 shares; 2025Q2: 6,673 shares; 2025Q3: not reported; 2025Q4: 5,371 shares 5,371 $240K 0.02% new Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,248 shares; 2025Q1: not reported; 2025Q2: 5,064 shares; 2025Q3: 5,064 shares; 2025Q4: 5,064 shares 5,064 $240K 0.02% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares 263 $239K 0.02% new Timeline FMF 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: 4,487 shares; 2025Q2: 4,583 shares; 2025Q3: 4,979 shares; 2025Q4: 5,046 shares 5,046 $237K 0.02% +67 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,085 shares 4,085 $235K 0.02% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,860 shares; 2025Q1: 2,850 shares; 2025Q2: 2,851 shares; 2025Q3: 2,809 shares; 2025Q4: 2,390 shares 2,390 $234K 0.02% -419 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,410 shares 3,410 $231K 0.02% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,968 shares 5,968 $231K 0.02% new 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: not reported; 2025Q4: 614 shares 614 $230K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 202 shares; 2025Q4: 215 shares 215 $230K 0.02% +13 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 899 shares; 2025Q1: 1,810 shares; 2025Q2: 929 shares; 2025Q3: 477 shares; 2025Q4: 598 shares 598 $229K 0.02% +121 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 7,408 shares; 2025Q1: 7,700 shares; 2025Q2: 6,423 shares; 2025Q3: not reported; 2025Q4: 4,669 shares 4,669 $229K 0.02% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 174 shares; 2025Q1: 450 shares; 2025Q2: 188 shares; 2025Q3: not reported; 2025Q4: 164 shares 164 $229K 0.02% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,237 shares 2,237 $227K 0.02% new Timeline STXF 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: not reported; 2025Q2: not reported; 2025Q3: 11,714 shares; 2025Q4: 5,119 shares 5,119 $226K 0.02% -6,595 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 4,710 shares 4,710 $224K 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 727 shares; 2025Q4: 753 shares 753 $223K 0.02% +26 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares 4,212 $222K 0.02% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,125 shares 1,125 $221K 0.02% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,952 shares; 2025Q1: 12,458 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,085 shares 4,085 $220K 0.02% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,766 shares 1,766 $219K 0.02% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,706 shares; 2025Q3: not reported; 2025Q4: 7,593 shares 7,593 $219K 0.02% new Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192,027 shares; 2025Q3: 28,019 shares; 2025Q4: 6,300 shares 6,300 $218K 0.02% -21,719 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 977 shares 977 $217K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares 911 $216K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 1,958 shares; 2025Q1: 1,466 shares; 2025Q2: 1,117 shares; 2025Q3: not reported; 2025Q4: 970 shares 970 $216K 0.02% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,238 shares; 2025Q3: 4,431 shares; 2025Q4: 4,497 shares 4,497 $215K 0.02% +66 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,302 shares; 2025Q1: 83,150 shares; 2025Q2: 55,589 shares; 2025Q3: 55,261 shares; 2025Q4: 9,095 shares 9,095 $213K 0.02% -46,166 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,172 shares; 2025Q1: 2,335 shares; 2025Q2: 2,156 shares; 2025Q3: not reported; 2025Q4: 374 shares 374 $212K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 2,795 shares; 2025Q1: 5,020 shares; 2025Q2: 2,196 shares; 2025Q3: 806 shares; 2025Q4: 809 shares 809 $209K 0.02% +3 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 1,989 shares; 2025Q1: 3,176 shares; 2025Q2: 1,434 shares; 2025Q3: not reported; 2025Q4: 1,195 shares 1,195 $208K 0.02% new 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: not reported; 2024Q4: 3,223 shares; 2025Q1: 9,972 shares; 2025Q2: 4,952 shares; 2025Q3: 2,392 shares; 2025Q4: 2,471 shares 2,471 $208K 0.02% +79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,551 shares; 2025Q3: 6,991 shares; 2025Q4: 6,721 shares 6,721 $208K 0.02% -270 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 4,164 shares; 2025Q1: 4,164 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 2,168 shares 2,168 $207K 0.02% -2,000 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,421 shares; 2025Q1: 1,864 shares; 2025Q2: 990 shares; 2025Q3: not reported; 2025Q4: 849 shares 849 $206K 0.02% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,973 shares; 2024Q4: 7,041 shares; 2025Q1: 13,042 shares; 2025Q2: 6,689 shares; 2025Q3: not reported; 2025Q4: 5,213 shares 5,213 $205K 0.02% new Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,745 shares; 2025Q2: 26,263 shares; 2025Q3: 1,585 shares; 2025Q4: 1,478 shares 1,478 $205K 0.02% -107 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares 3,305 $204K 0.02% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,814 shares; 2025Q3: 4,824 shares; 2025Q4: 4,502 shares 4,502 $203K 0.02% -322 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,708 shares 4,708 $202K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 473 shares; 2025Q3: not reported; 2025Q4: 229 shares 229 $201K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 3,027 shares; 2025Q1: 2,432 shares; 2025Q2: 2,491 shares; 2025Q3: not reported; 2025Q4: 630 shares 630 $201K 0.02% new Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 980 shares; 2025Q1: 1,442 shares; 2025Q2: 864 shares; 2025Q3: not reported; 2025Q4: 602 shares 602 $200K 0.02% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,906 shares 11,906 $198K 0.02% new Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN 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: 22,178 shares; 2025Q4: 22,178 shares 22,178 $178K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,941 shares; 2025Q1: 31,786 shares; 2025Q2: 10,808 shares; 2025Q3: not reported; 2025Q4: 10,052 shares 10,052 $174K 0.02% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 17,131 shares; 2025Q4: 17,180 shares 17,180 $171K 0.02% +49 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 20,000 shares; 2025Q4: 30,000 shares 30,000 $164K 0.02% +10,000 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,868 shares; 2025Q4: 13,519 shares 13,519 $135K 0.01% +651 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,109 shares 21,109 $114K 0.01% new Timeline MITQ MOVING IMAGE TECHNOLOGIES IN More: the full row for MOVING IMAGE TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000 $66.1K 0.01% new Timeline