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: 717,149 shares; 2024Q4: 767,733 shares; 2025Q1: 790,483 shares; 2025Q2: 832,443 shares; 2025Q3: 844,124 shares; 2025Q4: 844,258 shares 844,258 $230M 3.77% +134 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: 1,080,006 shares; 2024Q4: 1,102,339 shares; 2025Q1: 1,047,822 shares; 2025Q2: 1,036,142 shares; 2025Q3: 1,129,854 shares; 2025Q4: 1,166,832 shares 1,166,832 $218M 3.57% +36,978 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: 206,981 shares; 2024Q4: 220,836 shares; 2025Q1: 235,856 shares; 2025Q2: 254,791 shares; 2025Q3: 262,989 shares; 2025Q4: 275,124 shares 275,124 $133M 2.19% +12,135 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: 328,967 shares; 2024Q4: 366,509 shares; 2025Q1: 382,116 shares; 2025Q2: 437,444 shares; 2025Q3: 455,407 shares; 2025Q4: 425,315 shares 425,315 $98.2M 1.61% -30,092 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: 140,340 shares; 2024Q4: 142,582 shares; 2025Q1: 144,909 shares; 2025Q2: 136,822 shares; 2025Q3: 139,026 shares; 2025Q4: 153,898 shares 153,898 $94.6M 1.55% +14,872 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: 167,262 shares; 2024Q4: 204,314 shares; 2025Q1: 214,430 shares; 2025Q2: 238,104 shares; 2025Q3: 248,959 shares; 2025Q4: 286,930 shares 286,930 $89.8M 1.47% +37,971 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: 122,923 shares; 2024Q4: 126,524 shares; 2025Q1: 131,157 shares; 2025Q2: 241,695 shares; 2025Q3: 246,535 shares; 2025Q4: 248,629 shares 248,629 $78M 1.28% +2,094 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: 36,964 shares; 2024Q4: 40,480 shares; 2025Q1: 42,308 shares; 2025Q2: 160,532 shares; 2025Q3: 155,503 shares; 2025Q4: 154,785 shares 154,785 $77.8M 1.28% -718 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: 890,380 shares; 2024Q4: 860,075 shares; 2025Q1: 955,665 shares; 2025Q2: 1,060,141 shares; 2025Q3: 1,090,919 shares; 2025Q4: 1,113,908 shares 1,113,908 $77.4M 1.27% +22,989 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: 153,395 shares; 2024Q4: 172,581 shares; 2025Q1: 178,789 shares; 2025Q2: 222,489 shares; 2025Q3: 239,509 shares; 2025Q4: 233,284 shares 233,284 $75.2M 1.23% -6,225 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: 226,192 shares; 2024Q4: 264,412 shares; 2025Q1: 270,796 shares; 2025Q2: 231,326 shares; 2025Q3: 222,501 shares; 2025Q4: 210,078 shares 210,078 $72.7M 1.19% -12,423 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: 126,242 shares; 2024Q4: 112,436 shares; 2025Q1: 103,964 shares; 2025Q2: 112,894 shares; 2025Q3: 103,308 shares; 2025Q4: 98,585 shares 98,585 $67.3M 1.1% -4,723 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: 49,500 shares; 2024Q4: 60,533 shares; 2025Q1: 66,537 shares; 2025Q2: 69,389 shares; 2025Q3: 80,987 shares; 2025Q4: 301,746 shares 301,746 $58.9M 0.97% +220,759 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: 538,081 shares; 2024Q4: 782,493 shares; 2025Q1: 989,668 shares; 2025Q2: 1,074,317 shares; 2025Q3: 1,186,243 shares; 2025Q4: 1,307,483 shares 1,307,483 $58.2M 0.95% +121,240 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: 24,629 shares; 2024Q4: 25,377 shares; 2025Q1: 27,261 shares; 2025Q2: 44,963 shares; 2025Q3: 53,110 shares; 2025Q4: 54,090 shares 54,090 $58.1M 0.95% +980 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: 58,711 shares; 2024Q4: 66,469 shares; 2025Q1: 68,065 shares; 2025Q2: 94,132 shares; 2025Q3: 79,053 shares; 2025Q4: 80,570 shares 80,570 $55.2M 0.91% +1,517 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: 45,693 shares; 2024Q4: 55,657 shares; 2025Q1: 61,168 shares; 2025Q2: 66,882 shares; 2025Q3: 68,069 shares; 2025Q4: 77,523 shares 77,523 $51.2M 0.84% +9,454 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: 95,620 shares; 2024Q4: 103,686 shares; 2025Q1: 105,607 shares; 2025Q2: 75,050 shares; 2025Q3: 71,665 shares; 2025Q4: 88,450 shares 88,450 $50.7M 0.83% +16,785 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: 439,793 shares; 2024Q4: 436,896 shares; 2025Q1: 453,925 shares; 2025Q2: 447,698 shares; 2025Q3: 431,239 shares; 2025Q4: 417,546 shares 417,546 $50.3M 0.82% -13,693 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: 664,825 shares; 2024Q4: 859,803 shares; 2025Q1: 994,094 shares; 2025Q2: 1,047,176 shares; 2025Q3: 1,115,043 shares; 2025Q4: 1,121,607 shares 1,121,607 $48.9M 0.8% +6,564 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: 303,875 shares; 2024Q4: 348,666 shares; 2025Q1: 338,775 shares; 2025Q2: 450,306 shares; 2025Q3: 438,666 shares; 2025Q4: 436,065 shares 436,065 $48.6M 0.8% -2,601 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,925 shares; 2024Q4: 803,821 shares; 2025Q1: 790,523 shares; 2025Q2: 812,251 shares; 2025Q3: 787,243 shares; 2025Q4: 707,992 shares 707,992 $44.6M 0.73% -79,251 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: 86,338 shares; 2024Q4: 83,770 shares; 2025Q1: 90,257 shares; 2025Q2: 100,410 shares; 2025Q3: 116,574 shares; 2025Q4: 110,272 shares 110,272 $43.7M 0.72% -6,302 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: 26,951 shares; 2024Q4: 83,249 shares; 2025Q1: 227,744 shares; 2025Q2: 268,996 shares; 2025Q3: 274,470 shares; 2025Q4: 227,489 shares 227,489 $40.4M 0.66% -46,981 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,150 shares; 2024Q4: 27,135 shares; 2025Q1: 178,673 shares; 2025Q2: 31,797 shares; 2025Q3: 30,442 shares; 2025Q4: 184,865 shares 184,865 $38.9M 0.64% +154,423 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: 237,639 shares; 2024Q4: 237,980 shares; 2025Q1: 237,118 shares; 2025Q2: 237,895 shares; 2025Q3: 235,124 shares; 2025Q4: 237,072 shares 237,072 $36.5M 0.6% +1,948 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: 227,112 shares; 2024Q4: 229,990 shares; 2025Q1: 242,126 shares; 2025Q2: 244,590 shares; 2025Q3: 250,399 shares; 2025Q4: 253,709 shares 253,709 $36.4M 0.6% +3,310 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: 51,908 shares; 2024Q4: 55,936 shares; 2025Q1: 58,774 shares; 2025Q2: 76,529 shares; 2025Q3: 73,248 shares; 2025Q4: 74,235 shares 74,235 $36.2M 0.59% +987 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: 552,979 shares; 2024Q4: 563,979 shares; 2025Q1: 567,225 shares; 2025Q2: 1,147,512 shares; 2025Q3: 1,291,526 shares; 2025Q4: 1,525,021 shares 1,525,021 $36.1M 0.59% +233,495 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: 33,039 shares; 2024Q4: 42,456 shares; 2025Q1: 63,615 shares; 2025Q2: 47,988 shares; 2025Q3: 48,198 shares; 2025Q4: 53,803 shares 53,803 $33.8M 0.55% +5,605 Timeline SSUS 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: 837,957 shares; 2024Q4: 827,453 shares; 2025Q1: 815,520 shares; 2025Q2: 791,823 shares; 2025Q3: 760,270 shares; 2025Q4: 680,543 shares 680,543 $33.2M 0.54% -79,727 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: 56,904 shares; 2024Q4: 63,749 shares; 2025Q1: 67,527 shares; 2025Q2: 89,364 shares; 2025Q3: 93,301 shares; 2025Q4: 92,498 shares 92,498 $32.5M 0.53% -803 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: 298,537 shares; 2024Q4: 299,147 shares; 2025Q1: 313,127 shares; 2025Q2: 980,094 shares; 2025Q3: 979,277 shares; 2025Q4: 967,764 shares 967,764 $31M 0.51% -11,513 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: 73,862 shares; 2024Q4: 77,152 shares; 2025Q1: 83,310 shares; 2025Q2: 82,686 shares; 2025Q3: 85,947 shares; 2025Q4: 89,650 shares 89,650 $30.1M 0.49% +3,703 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: 35,187 shares; 2024Q4: 48,848 shares; 2025Q1: 49,374 shares; 2025Q2: 61,926 shares; 2025Q3: 50,763 shares; 2025Q4: 102,852 shares 102,852 $29.4M 0.48% +52,089 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: 78,592 shares; 2024Q4: 92,411 shares; 2025Q1: 100,452 shares; 2025Q2: 103,878 shares; 2025Q3: 99,142 shares; 2025Q4: 98,182 shares 98,182 $29.1M 0.48% -960 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: 839,201 shares; 2024Q4: 824,842 shares; 2025Q1: 839,426 shares; 2025Q2: 822,734 shares; 2025Q3: 775,878 shares; 2025Q4: 628,662 shares 628,662 $29M 0.48% -147,216 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: 661,829 shares; 2024Q4: 713,663 shares; 2025Q1: 804,505 shares; 2025Q2: 834,088 shares; 2025Q3: 804,751 shares; 2025Q4: 744,892 shares 744,892 $28.6M 0.47% -59,859 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622,012 shares; 2024Q4: 1,841,207 shares; 2025Q1: 1,853,388 shares; 2025Q2: 1,536,026 shares; 2025Q3: 1,556,745 shares; 2025Q4: 1,541,462 shares 1,541,462 $28.1M 0.46% -15,283 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: 57,369 shares; 2024Q4: 57,254 shares; 2025Q1: 35,438 shares; 2025Q2: 49,238 shares; 2025Q3: 49,945 shares; 2025Q4: 61,837 shares 61,837 $27.8M 0.46% +11,892 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: 16,524 shares; 2024Q4: 16,788 shares; 2025Q1: 17,566 shares; 2025Q2: 20,509 shares; 2025Q3: 18,046 shares; 2025Q4: 288,697 shares 288,697 $27.1M 0.44% +270,651 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,590 shares; 2024Q4: 467,001 shares; 2025Q1: 509,323 shares; 2025Q2: 543,695 shares; 2025Q3: 540,359 shares; 2025Q4: 455,076 shares 455,076 $26.1M 0.43% -85,283 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: 10,519 shares; 2024Q4: 11,025 shares; 2025Q1: 11,539 shares; 2025Q2: 26,115 shares; 2025Q3: 27,727 shares; 2025Q4: 55,031 shares 55,031 $25.8M 0.42% +27,304 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: 147,150 shares; 2024Q4: 217,213 shares; 2025Q1: 297,218 shares; 2025Q2: 255,600 shares; 2025Q3: 302,016 shares; 2025Q4: 296,011 shares 296,011 $25.4M 0.42% -6,005 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: 368,037 shares; 2024Q4: 570,691 shares; 2025Q1: 646,382 shares; 2025Q2: 664,373 shares; 2025Q3: 686,664 shares; 2025Q4: 731,915 shares 731,915 $25.1M 0.41% +45,251 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: 142,287 shares; 2024Q4: 149,838 shares; 2025Q1: 150,690 shares; 2025Q2: 143,147 shares; 2025Q3: 135,995 shares; 2025Q4: 130,554 shares 130,554 $24.9M 0.41% -5,441 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: 5,917 shares; 2024Q4: 48,586 shares; 2025Q1: 57,099 shares; 2025Q2: 62,144 shares; 2025Q3: 68,733 shares; 2025Q4: 67,203 shares 67,203 $24.9M 0.41% -1,530 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: 54,073 shares; 2024Q4: 59,293 shares; 2025Q1: 56,133 shares; 2025Q2: 56,433 shares; 2025Q3: 56,136 shares; 2025Q4: 58,708 shares 58,708 $24.2M 0.4% +2,572 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: 634,037 shares; 2024Q4: 490,908 shares; 2025Q1: 475,420 shares; 2025Q2: 533,687 shares; 2025Q3: 533,624 shares; 2025Q4: 528,388 shares 528,388 $23.4M 0.38% -5,236 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: 150,824 shares; 2024Q4: 140,027 shares; 2025Q1: 142,749 shares; 2025Q2: 148,189 shares; 2025Q3: 149,157 shares; 2025Q4: 151,846 shares 151,846 $23.2M 0.38% +2,689 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: 26,326 shares; 2024Q4: 27,237 shares; 2025Q1: 27,806 shares; 2025Q2: 29,863 shares; 2025Q3: 25,450 shares; 2025Q4: 26,823 shares 26,823 $23.1M 0.38% +1,373 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: 576,054 shares; 2025Q1: 638,715 shares; 2025Q2: 905,153 shares; 2025Q3: 956,493 shares; 2025Q4: 1,068,137 shares 1,068,137 $22.7M 0.37% +111,644 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,470 shares; 2024Q4: 97,201 shares; 2025Q1: 102,902 shares; 2025Q2: 378,006 shares; 2025Q3: 420,795 shares; 2025Q4: 441,858 shares 441,858 $22.5M 0.37% +21,063 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: 87,602 shares; 2024Q4: 87,515 shares; 2025Q1: 74,884 shares; 2025Q2: 70,469 shares; 2025Q3: 98,308 shares; 2025Q4: 102,187 shares 102,187 $21.9M 0.36% +3,879 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,916 shares; 2024Q4: 490,378 shares; 2025Q1: 513,412 shares; 2025Q2: 443,337 shares; 2025Q3: 450,878 shares; 2025Q4: 434,569 shares 434,569 $21.7M 0.36% -16,309 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,376 shares; 2024Q4: 557,479 shares; 2025Q1: 584,926 shares; 2025Q2: 615,571 shares; 2025Q3: 619,842 shares; 2025Q4: 617,004 shares 617,004 $21.4M 0.35% -2,838 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: 318,180 shares; 2024Q4: 368,290 shares; 2025Q1: 385,529 shares; 2025Q2: 399,410 shares; 2025Q3: 399,854 shares; 2025Q4: 385,143 shares 385,143 $21.2M 0.35% -14,711 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: not reported; 2025Q1: not reported; 2025Q2: 64,576 shares; 2025Q3: 64,779 shares; 2025Q4: 65,328 shares 65,328 $21.1M 0.35% +549 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,031 shares; 2024Q4: 228,053 shares; 2025Q1: 223,898 shares; 2025Q2: 223,339 shares; 2025Q3: 207,347 shares; 2025Q4: 203,493 shares 203,493 $21.1M 0.35% -3,854 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: 72,554 shares; 2024Q4: 78,643 shares; 2025Q1: 90,682 shares; 2025Q2: 89,186 shares; 2025Q3: 93,424 shares; 2025Q4: 89,935 shares 89,935 $20.6M 0.34% -3,489 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: 50,495 shares; 2024Q4: 57,513 shares; 2025Q1: 57,191 shares; 2025Q2: 62,878 shares; 2025Q3: 57,495 shares; 2025Q4: 57,040 shares 57,040 $20.5M 0.34% -455 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: 437,517 shares; 2024Q4: 187,419 shares; 2025Q1: 143,268 shares; 2025Q2: 185,333 shares; 2025Q3: 180,840 shares; 2025Q4: 314,974 shares 314,974 $20.3M 0.33% +134,134 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,369 shares; 2024Q4: 13,545 shares; 2025Q1: 15,918 shares; 2025Q2: 44,400 shares; 2025Q3: 46,035 shares; 2025Q4: 47,168 shares 47,168 $20.1M 0.33% +1,133 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: 58,698 shares; 2024Q4: 60,764 shares; 2025Q1: 66,478 shares; 2025Q2: 65,043 shares; 2025Q3: 66,303 shares; 2025Q4: 65,180 shares 65,180 $19.9M 0.33% -1,123 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: 45,747 shares; 2024Q4: 46,497 shares; 2025Q1: 53,401 shares; 2025Q2: 56,788 shares; 2025Q3: 56,434 shares; 2025Q4: 57,292 shares 57,292 $19.7M 0.32% +858 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,557 shares; 2024Q4: 152,937 shares; 2025Q1: 190,025 shares; 2025Q2: 244,963 shares; 2025Q3: 270,466 shares; 2025Q4: 280,082 shares 280,082 $19.4M 0.32% +9,616 Timeline PDP 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: 201,270 shares; 2024Q4: 177,755 shares; 2025Q1: 176,740 shares; 2025Q2: 178,693 shares; 2025Q3: 173,611 shares; 2025Q4: 165,161 shares 165,161 $19.2M 0.32% -8,450 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,265 shares; 2024Q4: 86,874 shares; 2025Q1: 91,242 shares; 2025Q2: 89,142 shares; 2025Q3: 90,412 shares; 2025Q4: 91,884 shares 91,884 $19M 0.31% +1,472 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: 138,432 shares; 2024Q4: 158,843 shares; 2025Q1: 166,844 shares; 2025Q2: 207,919 shares; 2025Q3: 212,516 shares; 2025Q4: 202,052 shares 202,052 $18.8M 0.31% -10,464 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,093 shares; 2024Q4: 345,501 shares; 2025Q1: 317,510 shares; 2025Q2: 353,325 shares; 2025Q3: 347,651 shares; 2025Q4: 305,634 shares 305,634 $18.3M 0.3% -42,017 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: 46,968 shares; 2024Q4: 60,468 shares; 2025Q1: 65,028 shares; 2025Q2: 69,476 shares; 2025Q3: 73,374 shares; 2025Q4: 74,828 shares 74,828 $18.1M 0.3% +1,454 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,115 shares; 2024Q4: 44,253 shares; 2025Q1: 47,493 shares; 2025Q2: 64,497 shares; 2025Q3: 62,663 shares; 2025Q4: 59,678 shares 59,678 $17.5M 0.29% -2,985 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,963 shares; 2024Q4: 422,599 shares; 2025Q1: 460,039 shares; 2025Q2: 1,036,611 shares; 2025Q3: 1,051,976 shares; 2025Q4: 1,057,943 shares 1,057,943 $17.4M 0.29% +5,967 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,632 shares; 2024Q4: 23,314 shares; 2025Q1: 30,434 shares; 2025Q2: 47,432 shares; 2025Q3: 50,469 shares; 2025Q4: 66,876 shares 66,876 $16.9M 0.28% +16,407 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,579 shares; 2024Q4: 30,654 shares; 2025Q1: 28,978 shares; 2025Q2: 32,405 shares; 2025Q3: 33,867 shares; 2025Q4: 34,255 shares 34,255 $16.5M 0.27% +388 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: 10,091 shares; 2024Q4: 10,354 shares; 2025Q1: 10,704 shares; 2025Q2: 28,339 shares; 2025Q3: 29,599 shares; 2025Q4: 28,554 shares 28,554 $16.3M 0.27% -1,045 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,371 shares; 2024Q4: 230,360 shares; 2025Q1: 227,781 shares; 2025Q2: 258,645 shares; 2025Q3: 234,561 shares; 2025Q4: 227,888 shares 227,888 $16.3M 0.27% -6,673 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: 24,524 shares; 2024Q4: 51,729 shares; 2025Q1: 56,670 shares; 2025Q2: 76,210 shares; 2025Q3: 72,146 shares; 2025Q4: 83,305 shares 83,305 $16.2M 0.27% +11,159 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: 21,158 shares; 2024Q4: 29,566 shares; 2025Q1: 32,561 shares; 2025Q2: 63,851 shares; 2025Q3: 66,470 shares; 2025Q4: 69,446 shares 69,446 $16.1M 0.26% +2,976 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: 315,479 shares; 2024Q4: 323,993 shares; 2025Q1: 322,011 shares; 2025Q2: 482,843 shares; 2025Q3: 524,900 shares; 2025Q4: 480,041 shares 480,041 $15.9M 0.26% -44,859 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: 18,926 shares; 2024Q4: 26,940 shares; 2025Q1: 26,146 shares; 2025Q2: 42,066 shares; 2025Q3: 41,817 shares; 2025Q4: 47,776 shares 47,776 $15.8M 0.26% +5,959 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,817 shares; 2024Q4: 238,107 shares; 2025Q1: 242,219 shares; 2025Q2: 219,955 shares; 2025Q3: 232,266 shares; 2025Q4: 242,818 shares 242,818 $15.5M 0.25% +10,552 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: 34,642 shares; 2024Q4: 35,092 shares; 2025Q1: 31,613 shares; 2025Q2: 44,355 shares; 2025Q3: 44,086 shares; 2025Q4: 52,728 shares 52,728 $15.3M 0.25% +8,642 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: 156,609 shares; 2024Q4: 175,942 shares; 2025Q1: 185,804 shares; 2025Q2: 169,723 shares; 2025Q3: 242,039 shares; 2025Q4: 277,267 shares 277,267 $15.2M 0.25% +35,228 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: 110,361 shares; 2024Q4: 115,213 shares; 2025Q1: 125,082 shares; 2025Q2: 111,937 shares; 2025Q3: 107,847 shares; 2025Q4: 104,668 shares 104,668 $15M 0.25% -3,179 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: 16,911 shares; 2024Q4: 53,944 shares; 2025Q1: 30,509 shares; 2025Q2: 105,008 shares; 2025Q3: 104,367 shares; 2025Q4: 31,589 shares 31,589 $15M 0.25% -72,778 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: 114,880 shares; 2024Q4: 116,239 shares; 2025Q1: 118,292 shares; 2025Q2: 114,386 shares; 2025Q3: 118,826 shares; 2025Q4: 119,106 shares 119,106 $14.9M 0.24% +280 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: 53,217 shares; 2025Q1: 81,904 shares; 2025Q2: 81,258 shares; 2025Q3: 239,089 shares; 2025Q4: 381,443 shares 381,443 $14.9M 0.24% +142,354 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: 354,942 shares; 2024Q4: 501,020 shares; 2025Q1: 529,188 shares; 2025Q2: 525,656 shares; 2025Q3: 542,730 shares; 2025Q4: 531,876 shares 531,876 $14.7M 0.24% -10,854 Timeline RDVI 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: 391,427 shares; 2024Q4: 443,206 shares; 2025Q1: 580,680 shares; 2025Q2: 683,304 shares; 2025Q3: 753,087 shares; 2025Q4: 559,076 shares 559,076 $14.7M 0.24% -194,011 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: 168,007 shares; 2024Q4: 161,421 shares; 2025Q1: 150,824 shares; 2025Q2: 151,777 shares; 2025Q3: 152,548 shares; 2025Q4: 145,984 shares 145,984 $14.6M 0.24% -6,564 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: 436,275 shares; 2024Q4: 472,441 shares; 2025Q1: 456,728 shares; 2025Q2: 454,762 shares; 2025Q3: 410,713 shares; 2025Q4: 410,555 shares 410,555 $14.5M 0.24% -158 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,401 shares; 2024Q4: 202,201 shares; 2025Q1: 335,026 shares; 2025Q2: 341,710 shares; 2025Q3: 318,285 shares; 2025Q4: 308,582 shares 308,582 $14.5M 0.24% -9,703 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: 54,791 shares; 2024Q4: 66,333 shares; 2025Q1: 73,698 shares; 2025Q2: 52,188 shares; 2025Q3: 49,434 shares; 2025Q4: 54,526 shares 54,526 $14.4M 0.24% +5,092 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,740 shares; 2024Q4: 60,533 shares; 2025Q1: 65,086 shares; 2025Q2: 66,789 shares; 2025Q3: 65,084 shares; 2025Q4: 67,128 shares 67,128 $14.4M 0.24% +2,044 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,549 shares; 2024Q4: 156,536 shares; 2025Q1: 165,731 shares; 2025Q2: 77,904 shares; 2025Q3: 93,290 shares; 2025Q4: 96,769 shares 96,769 $14.3M 0.24% +3,479 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: 189,346 shares; 2024Q4: 274,693 shares; 2025Q1: 286,170 shares; 2025Q2: 291,373 shares; 2025Q3: 248,811 shares; 2025Q4: 322,515 shares 322,515 $14.3M 0.23% +73,704 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: 39,344 shares; 2024Q4: 45,781 shares; 2025Q1: 25,911 shares; 2025Q2: 44,652 shares; 2025Q3: 51,129 shares; 2025Q4: 57,696 shares 57,696 $14.2M 0.23% +6,567 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: 27,571 shares; 2024Q4: 32,304 shares; 2025Q1: 31,914 shares; 2025Q2: 40,391 shares; 2025Q3: 47,706 shares; 2025Q4: 45,861 shares 45,861 $14.1M 0.23% -1,845 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: 181,559 shares; 2024Q4: 224,648 shares; 2025Q1: 161,948 shares; 2025Q2: 169,031 shares; 2025Q3: 180,087 shares; 2025Q4: 181,493 shares 181,493 $14M 0.23% +1,406 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: 236,331 shares; 2024Q4: 308,787 shares; 2025Q1: 334,909 shares; 2025Q2: 337,087 shares; 2025Q3: 331,316 shares; 2025Q4: 365,403 shares 365,403 $14M 0.23% +34,087 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,597 shares; 2024Q4: 179,323 shares; 2025Q1: 172,276 shares; 2025Q2: 159,362 shares; 2025Q3: 156,243 shares; 2025Q4: 159,440 shares 159,440 $13.9M 0.23% +3,197 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,620 shares; 2024Q4: 128,353 shares; 2025Q1: 155,707 shares; 2025Q2: 132,688 shares; 2025Q3: 135,706 shares; 2025Q4: 143,719 shares 143,719 $13.8M 0.23% +8,013 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: 18,472 shares; 2024Q4: 34,392 shares; 2025Q1: 34,465 shares; 2025Q2: 44,941 shares; 2025Q3: 49,254 shares; 2025Q4: 53,189 shares 53,189 $13.7M 0.22% +3,935 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,116 shares; 2024Q4: 120,247 shares; 2025Q1: 120,213 shares; 2025Q2: 58,274 shares; 2025Q3: 59,314 shares; 2025Q4: 66,127 shares 66,127 $13.2M 0.22% +6,813 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: 44,531 shares; 2024Q4: 47,436 shares; 2025Q1: 49,124 shares; 2025Q2: 276,608 shares; 2025Q3: 200,457 shares; 2025Q4: 161,536 shares 161,536 $13.1M 0.22% -38,921 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,022 shares; 2024Q4: 35,488 shares; 2025Q1: 34,441 shares; 2025Q2: 35,577 shares; 2025Q3: 282,402 shares; 2025Q4: 451,631 shares 451,631 $13M 0.21% +169,229 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: 27,314 shares; 2024Q4: 37,852 shares; 2025Q1: 38,400 shares; 2025Q2: 40,080 shares; 2025Q3: 40,070 shares; 2025Q4: 39,806 shares 39,806 $12.7M 0.21% -264 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: 41,825 shares; 2024Q4: 43,774 shares; 2025Q1: 46,055 shares; 2025Q2: 45,920 shares; 2025Q3: 45,600 shares; 2025Q4: 45,890 shares 45,890 $12.4M 0.2% +290 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: 193,018 shares; 2024Q4: 131,602 shares; 2025Q1: 152,480 shares; 2025Q2: 102,430 shares; 2025Q3: 110,526 shares; 2025Q4: 117,517 shares 117,517 $12.4M 0.2% +6,991 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: 72,700 shares; 2024Q4: 74,356 shares; 2025Q1: 74,661 shares; 2025Q2: 69,784 shares; 2025Q3: 69,008 shares; 2025Q4: 66,876 shares 66,876 $12.3M 0.2% -2,132 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,854 shares; 2024Q4: 187,736 shares; 2025Q1: 205,646 shares; 2025Q2: 127,384 shares; 2025Q3: 126,299 shares; 2025Q4: 118,740 shares 118,740 $12.2M 0.2% -7,559 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,896 shares; 2024Q4: 10,114 shares; 2025Q1: 10,790 shares; 2025Q2: 18,423 shares; 2025Q3: 45,900 shares; 2025Q4: 54,355 shares 54,355 $11.9M 0.2% +8,455 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: 74,712 shares; 2024Q4: 101,414 shares; 2025Q1: 99,796 shares; 2025Q2: 100,550 shares; 2025Q3: 102,236 shares; 2025Q4: 112,997 shares 112,997 $11.9M 0.2% +10,761 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: 9,034 shares; 2024Q4: 9,881 shares; 2025Q1: 11,256 shares; 2025Q2: 13,535 shares; 2025Q3: 14,253 shares; 2025Q4: 15,342 shares 15,342 $11.6M 0.19% +1,089 Timeline AFDM 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: 125,599 shares; 2024Q4: 105,064 shares; 2025Q1: 101,710 shares; 2025Q2: 129,880 shares; 2025Q3: 137,127 shares; 2025Q4: 142,973 shares 142,973 $11.5M 0.19% +5,846 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,478 shares; 2024Q4: 172,137 shares; 2025Q1: 188,861 shares; 2025Q2: 202,930 shares; 2025Q3: 204,700 shares; 2025Q4: 194,550 shares 194,550 $11.3M 0.19% -10,150 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,843 shares; 2024Q4: 55,080 shares; 2025Q1: 61,778 shares; 2025Q2: 61,258 shares; 2025Q3: 59,758 shares; 2025Q4: 62,331 shares 62,331 $11.2M 0.18% +2,573 Timeline FVC 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: 327,517 shares; 2024Q4: 323,473 shares; 2025Q1: 317,682 shares; 2025Q2: 329,537 shares; 2025Q3: 318,696 shares; 2025Q4: 303,721 shares 303,721 $11M 0.18% -14,975 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,206 shares; 2024Q4: 144,064 shares; 2025Q1: 142,928 shares; 2025Q2: 150,607 shares; 2025Q3: 152,056 shares; 2025Q4: 148,096 shares 148,096 $10.9M 0.18% -3,960 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,519 shares; 2024Q4: 29,483 shares; 2025Q1: 29,597 shares; 2025Q2: 31,059 shares; 2025Q3: 57,918 shares; 2025Q4: 158,609 shares 158,609 $10.9M 0.18% +100,691 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: 8,940 shares; 2025Q1: 10,054 shares; 2025Q2: 10,277 shares; 2025Q3: 9,963 shares; 2025Q4: 10,029 shares 10,029 $10.7M 0.18% +66 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,120 shares; 2024Q4: 319,380 shares; 2025Q1: 349,124 shares; 2025Q2: 338,338 shares; 2025Q3: 330,766 shares; 2025Q4: 174,506 shares 174,506 $10.5M 0.17% -156,260 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,580 shares; 2025Q1: 9,873 shares; 2025Q2: 71,133 shares; 2025Q3: 78,497 shares; 2025Q4: 60,949 shares 60,949 $10.4M 0.17% -17,548 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: 91,302 shares; 2024Q4: 57,928 shares; 2025Q1: 48,883 shares; 2025Q2: 97,956 shares; 2025Q3: 103,343 shares; 2025Q4: 145,679 shares 145,679 $10.4M 0.17% +42,336 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,330 shares; 2024Q4: 33,048 shares; 2025Q1: 33,864 shares; 2025Q2: 36,508 shares; 2025Q3: 37,547 shares; 2025Q4: 38,678 shares 38,678 $10.4M 0.17% +1,131 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: 77,240 shares; 2024Q4: 150,471 shares; 2025Q1: 151,174 shares; 2025Q2: 135,001 shares; 2025Q3: 140,567 shares; 2025Q4: 139,845 shares 139,845 $10.4M 0.17% -722 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: 2,254 shares; 2024Q4: 14,453 shares; 2025Q1: 10,596 shares; 2025Q2: 14,271 shares; 2025Q3: 15,679 shares; 2025Q4: 15,355 shares 15,355 $10.3M 0.17% -324 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: 20,991 shares; 2024Q4: 17,915 shares; 2025Q1: 18,420 shares; 2025Q2: 24,075 shares; 2025Q3: 63,529 shares; 2025Q4: 64,230 shares 64,230 $10.3M 0.17% +701 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: 65,657 shares; 2024Q4: 109,515 shares; 2025Q1: 118,931 shares; 2025Q2: 139,022 shares; 2025Q3: 146,796 shares; 2025Q4: 126,393 shares 126,393 $10.3M 0.17% -20,403 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,504 shares; 2024Q4: 50,881 shares; 2025Q1: 35,784 shares; 2025Q2: 39,350 shares; 2025Q3: 32,469 shares; 2025Q4: 53,800 shares 53,800 $10.3M 0.17% +21,331 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: 45,467 shares; 2024Q4: 47,133 shares; 2025Q1: 48,331 shares; 2025Q2: 43,409 shares; 2025Q3: 43,393 shares; 2025Q4: 46,838 shares 46,838 $10.3M 0.17% +3,445 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: 22,430 shares; 2024Q4: 26,616 shares; 2025Q1: 28,410 shares; 2025Q2: 46,648 shares; 2025Q3: 47,423 shares; 2025Q4: 47,419 shares 47,419 $10.3M 0.17% -4 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,247 shares; 2024Q4: 102,559 shares; 2025Q1: 110,683 shares; 2025Q2: 112,958 shares; 2025Q3: 115,223 shares; 2025Q4: 111,014 shares 111,014 $10.2M 0.17% -4,209 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: 78,615 shares; 2024Q4: 89,665 shares; 2025Q1: 123,994 shares; 2025Q2: 75,489 shares; 2025Q3: 76,988 shares; 2025Q4: 82,645 shares 82,645 $10.1M 0.17% +5,657 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: 3,680 shares; 2024Q4: 3,357 shares; 2025Q1: 5,387 shares; 2025Q2: 16,532 shares; 2025Q3: 26,179 shares; 2025Q4: 29,231 shares 29,231 $10M 0.16% +3,052 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: 82,297 shares; 2024Q4: 58,349 shares; 2025Q1: 53,186 shares; 2025Q2: 105,162 shares; 2025Q3: 135,918 shares; 2025Q4: 196,466 shares 196,466 $9.94M 0.16% +60,548 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 911 shares; 2025Q1: 913 shares; 2025Q2: 24,186 shares; 2025Q3: 28,097 shares; 2025Q4: 29,399 shares 29,399 $9.91M 0.16% +1,302 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,765 shares; 2024Q4: 238,392 shares; 2025Q1: 229,551 shares; 2025Q2: 232,903 shares; 2025Q3: 172,756 shares; 2025Q4: 106,828 shares 106,828 $9.89M 0.16% -65,928 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 7,093 shares; 2025Q1: 9,241 shares; 2025Q2: 9,969 shares; 2025Q3: 9,428 shares; 2025Q4: 11,166 shares 11,166 $9.82M 0.16% +1,738 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,508 shares 149,508 $9.79M 0.16% new 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: 59,915 shares; 2024Q4: 59,783 shares; 2025Q1: 63,286 shares; 2025Q2: 48,252 shares; 2025Q3: 35,672 shares; 2025Q4: 31,275 shares 31,275 $9.51M 0.16% -4,397 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: 30,373 shares; 2024Q4: 32,563 shares; 2025Q1: 32,384 shares; 2025Q2: 34,283 shares; 2025Q3: 27,560 shares; 2025Q4: 28,526 shares 28,526 $9.34M 0.15% +966 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: 71,097 shares; 2024Q4: 86,631 shares; 2025Q1: 93,037 shares; 2025Q2: 90,142 shares; 2025Q3: 100,538 shares; 2025Q4: 99,105 shares 99,105 $9.28M 0.15% -1,433 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: 13,280 shares; 2024Q4: 29,778 shares; 2025Q1: 35,926 shares; 2025Q2: 48,516 shares; 2025Q3: 55,278 shares; 2025Q4: 50,158 shares 50,158 $9.24M 0.15% -5,120 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,526 shares; 2024Q4: 24,986 shares; 2025Q1: 27,361 shares; 2025Q2: 33,837 shares; 2025Q3: 35,693 shares; 2025Q4: 35,710 shares 35,710 $9.23M 0.15% +17 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,974 shares; 2024Q4: 63,636 shares; 2025Q1: 67,607 shares; 2025Q2: 58,476 shares; 2025Q3: 73,554 shares; 2025Q4: 69,216 shares 69,216 $9.19M 0.15% -4,338 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 28,049 shares; 2025Q1: 67,299 shares; 2025Q2: 75,903 shares; 2025Q3: 76,765 shares; 2025Q4: 104,585 shares 104,585 $9.16M 0.15% +27,820 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,247 shares; 2024Q4: 64,224 shares; 2025Q1: 65,194 shares; 2025Q2: 52,218 shares; 2025Q3: 50,049 shares; 2025Q4: 43,806 shares 43,806 $9.15M 0.15% -6,243 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,731 shares; 2024Q4: 87,585 shares; 2025Q1: 13,272 shares; 2025Q2: 9,736 shares; 2025Q3: 80,666 shares; 2025Q4: 80,114 shares 80,114 $9.11M 0.15% -552 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,527 shares; 2024Q4: 14,743 shares; 2025Q1: 16,226 shares; 2025Q2: 22,686 shares; 2025Q3: 27,401 shares; 2025Q4: 27,768 shares 27,768 $9M 0.15% +367 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,586 shares; 2024Q4: 15,623 shares; 2025Q1: 13,027 shares; 2025Q2: 19,714 shares; 2025Q3: 21,916 shares; 2025Q4: 19,010 shares 19,010 $8.86M 0.15% -2,906 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,351 shares; 2024Q4: 70,708 shares; 2025Q1: 76,254 shares; 2025Q2: 75,428 shares; 2025Q3: 73,367 shares; 2025Q4: 75,871 shares 75,871 $8.85M 0.15% +2,504 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 6,618 shares; 2025Q1: 5,181 shares; 2025Q2: 159,694 shares; 2025Q3: 150,148 shares; 2025Q4: 119,854 shares 119,854 $8.83M 0.14% -30,294 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: 85,315 shares; 2024Q4: 93,478 shares; 2025Q1: 90,544 shares; 2025Q2: 112,399 shares; 2025Q3: 114,774 shares; 2025Q4: 109,849 shares 109,849 $8.82M 0.14% -4,925 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,487 shares; 2024Q4: 75,192 shares; 2025Q1: 74,751 shares; 2025Q2: 85,943 shares; 2025Q3: 71,460 shares; 2025Q4: 79,954 shares 79,954 $8.82M 0.14% +8,494 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,003 shares; 2024Q4: 74,473 shares; 2025Q1: 80,216 shares; 2025Q2: 84,399 shares; 2025Q3: 88,060 shares; 2025Q4: 90,308 shares 90,308 $8.78M 0.14% +2,248 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 7,502 shares; 2025Q1: 8,528 shares; 2025Q2: 19,441 shares; 2025Q3: 14,407 shares; 2025Q4: 15,102 shares 15,102 $8.75M 0.14% +695 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,281 shares; 2024Q4: 85,385 shares; 2025Q1: 80,156 shares; 2025Q2: 64,903 shares; 2025Q3: 84,255 shares; 2025Q4: 237,084 shares 237,084 $8.75M 0.14% +152,829 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,278 shares; 2024Q4: 77,829 shares; 2025Q1: 83,500 shares; 2025Q2: 88,734 shares; 2025Q3: 99,803 shares; 2025Q4: 104,271 shares 104,271 $8.73M 0.14% +4,468 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,937 shares; 2024Q4: 25,548 shares; 2025Q1: 25,488 shares; 2025Q2: 26,413 shares; 2025Q3: 27,409 shares; 2025Q4: 27,625 shares 27,625 $8.62M 0.14% +216 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,711 shares; 2024Q4: 76,657 shares; 2025Q1: 155,475 shares; 2025Q2: 160,887 shares; 2025Q3: 178,715 shares; 2025Q4: 202,582 shares 202,582 $8.61M 0.14% +23,867 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: 72,630 shares; 2024Q4: 73,118 shares; 2025Q1: 72,021 shares; 2025Q2: 107,879 shares; 2025Q3: 121,527 shares; 2025Q4: 119,691 shares 119,691 $8.56M 0.14% -1,836 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,007 shares; 2025Q3: 6,020 shares; 2025Q4: 6,352 shares 6,352 $8.45M 0.14% +332 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,057 shares; 2025Q3: 195,097 shares; 2025Q4: 198,495 shares 198,495 $8.45M 0.14% +3,398 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,413 shares; 2024Q4: 71,145 shares; 2025Q1: 82,392 shares; 2025Q2: 91,431 shares; 2025Q3: 90,694 shares; 2025Q4: 84,679 shares 84,679 $8.33M 0.14% -6,015 Timeline RING 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: 110,588 shares; 2025Q4: 112,633 shares 112,633 $8.29M 0.14% +2,045 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: 79,234 shares; 2024Q4: 83,506 shares; 2025Q1: 77,674 shares; 2025Q2: 97,085 shares; 2025Q3: 95,938 shares; 2025Q4: 93,886 shares 93,886 $8.19M 0.13% -2,052 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,071 shares; 2024Q4: 98,780 shares; 2025Q1: 101,976 shares; 2025Q2: 101,535 shares; 2025Q3: 99,869 shares; 2025Q4: 101,948 shares 101,948 $8.13M 0.13% +2,079 Timeline FDD 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: 156,115 shares; 2025Q3: 263,256 shares; 2025Q4: 459,338 shares 459,338 $8.04M 0.13% +196,082 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 15,695 shares; 2025Q1: 19,525 shares; 2025Q2: 20,265 shares; 2025Q3: 31,042 shares; 2025Q4: 25,781 shares 25,781 $8M 0.13% -5,261 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,696 shares; 2025Q2: 23,459 shares; 2025Q3: 71,581 shares; 2025Q4: 59,202 shares 59,202 $8M 0.13% -12,379 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,200 shares; 2024Q4: 78,132 shares; 2025Q1: 78,860 shares; 2025Q2: 65,443 shares; 2025Q3: 66,412 shares; 2025Q4: 65,298 shares 65,298 $7.85M 0.13% -1,114 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,199 shares; 2024Q4: 85,370 shares; 2025Q1: 150,282 shares; 2025Q2: 151,387 shares; 2025Q3: 152,467 shares; 2025Q4: 121,612 shares 121,612 $7.78M 0.13% -30,855 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,300 shares; 2025Q1: not reported; 2025Q2: 257,234 shares; 2025Q3: 291,995 shares; 2025Q4: 295,745 shares 295,745 $7.59M 0.12% +3,750 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: 78,882 shares; 2024Q4: 77,980 shares; 2025Q1: 81,201 shares; 2025Q2: 86,368 shares; 2025Q3: 85,159 shares; 2025Q4: 84,452 shares 84,452 $7.56M 0.12% -707 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: 87,251 shares; 2024Q4: 99,882 shares; 2025Q1: 90,259 shares; 2025Q2: 73,711 shares; 2025Q3: 80,486 shares; 2025Q4: 64,225 shares 64,225 $7.55M 0.12% -16,261 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: 175,228 shares; 2024Q4: 198,213 shares; 2025Q1: 220,603 shares; 2025Q2: 226,773 shares; 2025Q3: 248,831 shares; 2025Q4: 242,687 shares 242,687 $7.51M 0.12% -6,144 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: 39,979 shares; 2024Q4: 44,022 shares; 2025Q1: 46,884 shares; 2025Q2: 55,212 shares; 2025Q3: 57,130 shares; 2025Q4: 59,531 shares 59,531 $7.34M 0.12% +2,401 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 16,687 shares; 2025Q1: 17,001 shares; 2025Q2: 17,646 shares; 2025Q3: 17,388 shares; 2025Q4: 17,089 shares 17,089 $7.22M 0.12% -299 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: 15,606 shares; 2024Q4: 15,997 shares; 2025Q1: 17,772 shares; 2025Q2: 17,733 shares; 2025Q3: 18,970 shares; 2025Q4: 20,374 shares 20,374 $7.16M 0.12% +1,404 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: 281,643 shares; 2024Q4: 294,476 shares; 2025Q1: 326,041 shares; 2025Q2: 329,367 shares; 2025Q3: 349,906 shares; 2025Q4: 286,146 shares 286,146 $7.11M 0.12% -63,760 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: 7,225 shares; 2024Q4: 421 shares; 2025Q1: 579 shares; 2025Q2: 4,222 shares; 2025Q3: 5,258 shares; 2025Q4: 5,803 shares 5,803 $7.05M 0.12% +545 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420,351 shares; 2025Q4: 413,804 shares 413,804 $7.04M 0.12% -6,547 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,863 shares; 2024Q4: 81,838 shares; 2025Q1: 82,078 shares; 2025Q2: 80,682 shares; 2025Q3: 78,604 shares; 2025Q4: 74,296 shares 74,296 $7M 0.11% -4,308 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: 111,924 shares; 2024Q4: 112,589 shares; 2025Q1: 116,106 shares; 2025Q2: 114,321 shares; 2025Q3: 113,938 shares; 2025Q4: 105,025 shares 105,025 $6.93M 0.11% -8,913 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: 11,882 shares; 2024Q4: 18,013 shares; 2025Q1: 33,973 shares; 2025Q2: 34,940 shares; 2025Q3: 40,228 shares; 2025Q4: 43,204 shares 43,204 $6.92M 0.11% +2,976 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: 141,204 shares; 2025Q1: 143,696 shares; 2025Q2: 146,263 shares; 2025Q3: 147,085 shares; 2025Q4: 146,772 shares 146,772 $6.91M 0.11% -313 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: 112,826 shares; 2024Q4: 115,715 shares; 2025Q1: 119,637 shares; 2025Q2: 126,683 shares; 2025Q3: 126,462 shares; 2025Q4: 127,082 shares 127,082 $6.78M 0.11% +620 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 12,798 shares; 2025Q1: 13,542 shares; 2025Q2: 16,585 shares; 2025Q3: 13,345 shares; 2025Q4: 14,429 shares 14,429 $6.74M 0.11% +1,084 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: 61,951 shares; 2024Q4: 66,786 shares; 2025Q1: 62,510 shares; 2025Q2: 59,549 shares; 2025Q3: 59,708 shares; 2025Q4: 57,281 shares 57,281 $6.72M 0.11% -2,427 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,742 shares; 2024Q4: 65,148 shares; 2025Q1: 67,262 shares; 2025Q2: 83,623 shares; 2025Q3: 76,390 shares; 2025Q4: 69,839 shares 69,839 $6.71M 0.11% -6,551 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,598 shares; 2025Q3: 25,704 shares; 2025Q4: 26,027 shares 26,027 $6.66M 0.11% +323 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,783 shares; 2024Q4: 26,422 shares; 2025Q1: 26,322 shares; 2025Q2: 25,405 shares; 2025Q3: 26,203 shares; 2025Q4: 26,982 shares 26,982 $6.65M 0.11% +779 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,568 shares; 2024Q4: 51,181 shares; 2025Q1: 57,120 shares; 2025Q2: 53,644 shares; 2025Q3: 54,613 shares; 2025Q4: 54,356 shares 54,356 $6.49M 0.11% -257 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,277 shares; 2024Q4: 73,895 shares; 2025Q1: 84,259 shares; 2025Q2: 99,192 shares; 2025Q3: 115,811 shares; 2025Q4: 106,616 shares 106,616 $6.48M 0.11% -9,195 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: 86,853 shares; 2024Q4: 91,375 shares; 2025Q1: 93,530 shares; 2025Q2: 117,690 shares; 2025Q3: 124,467 shares; 2025Q4: 92,470 shares 92,470 $6.47M 0.11% -31,997 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 9,548 shares; 2025Q1: 8,608 shares; 2025Q2: 12,079 shares; 2025Q3: 25,783 shares; 2025Q4: 31,400 shares 31,400 $6.44M 0.11% +5,617 Timeline GDXJ 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: 65,352 shares; 2024Q4: 33,985 shares; 2025Q1: 35,520 shares; 2025Q2: 60,819 shares; 2025Q3: 65,488 shares; 2025Q4: 56,191 shares 56,191 $6.39M 0.1% -9,297 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,562 shares; 2024Q4: 121,334 shares; 2025Q1: 68,421 shares; 2025Q2: 56,266 shares; 2025Q3: 62,014 shares; 2025Q4: 147,990 shares 147,990 $6.32M 0.1% +85,976 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 5,055 shares; 2025Q1: 2,406 shares; 2025Q2: 49,383 shares; 2025Q3: 47,992 shares; 2025Q4: 48,391 shares 48,391 $6.32M 0.1% +399 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,795 shares; 2024Q4: 101,743 shares; 2025Q1: 98,952 shares; 2025Q2: 114,137 shares; 2025Q3: 112,539 shares; 2025Q4: 114,591 shares 114,591 $6.29M 0.1% +2,052 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: 8,513 shares; 2024Q4: 50,297 shares; 2025Q1: 48,595 shares; 2025Q2: 47,433 shares; 2025Q3: 56,330 shares; 2025Q4: 61,688 shares 61,688 $6.27M 0.1% +5,358 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,314 shares; 2024Q4: 29,579 shares; 2025Q1: 29,954 shares; 2025Q2: 31,477 shares; 2025Q3: 42,016 shares; 2025Q4: 44,331 shares 44,331 $6.26M 0.1% +2,315 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,002 shares; 2024Q4: 27,643 shares; 2025Q1: 32,474 shares; 2025Q2: 32,040 shares; 2025Q3: 34,412 shares; 2025Q4: 36,016 shares 36,016 $6.25M 0.1% +1,604 Timeline DWAW ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,364 shares; 2024Q4: 146,198 shares; 2025Q1: 148,646 shares; 2025Q2: 151,694 shares; 2025Q3: 146,855 shares; 2025Q4: 139,734 shares 139,734 $6.17M 0.1% -7,121 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: 15,189 shares; 2024Q4: 21,623 shares; 2025Q1: 22,403 shares; 2025Q2: 23,010 shares; 2025Q3: 23,563 shares; 2025Q4: 23,772 shares 23,772 $6.15M 0.1% +209 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,592 shares; 2025Q2: 6,504 shares; 2025Q3: 6,940 shares; 2025Q4: 63,427 shares 63,427 $6.15M 0.1% +56,487 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: 16,649 shares; 2024Q4: 17,921 shares; 2025Q1: 18,766 shares; 2025Q2: 25,780 shares; 2025Q3: 36,358 shares; 2025Q4: 38,284 shares 38,284 $6.14M 0.1% +1,926 Timeline CAAA 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: 281,306 shares; 2025Q3: 294,998 shares; 2025Q4: 296,939 shares 296,939 $6.09M 0.1% +1,941 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,102 shares; 2024Q4: 25,812 shares; 2025Q1: 26,381 shares; 2025Q2: 25,710 shares; 2025Q3: 26,271 shares; 2025Q4: 28,612 shares 28,612 $6.07M 0.1% +2,341 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.1% 0 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 38,032 shares; 2025Q3: 38,227 shares; 2025Q4: 39,157 shares 39,157 $6.01M 0.1% +930 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,713 shares; 2025Q2: 29,935 shares; 2025Q3: 36,924 shares; 2025Q4: 110,374 shares 110,374 $5.97M 0.1% +73,450 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: 149,156 shares; 2024Q4: 129,660 shares; 2025Q1: 132,816 shares; 2025Q2: 156,400 shares; 2025Q3: 148,707 shares; 2025Q4: 146,442 shares 146,442 $5.97M 0.1% -2,265 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: 7,689 shares; 2024Q4: 45,856 shares; 2025Q1: 47,780 shares; 2025Q2: 55,360 shares; 2025Q3: 56,362 shares; 2025Q4: 55,519 shares 55,519 $5.95M 0.1% -843 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,641 shares; 2024Q4: 47,634 shares; 2025Q1: 53,802 shares; 2025Q2: 55,980 shares; 2025Q3: 48,633 shares; 2025Q4: 58,935 shares 58,935 $5.85M 0.1% +10,302 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,166 shares; 2024Q4: 76,459 shares; 2025Q1: 71,170 shares; 2025Q2: 72,480 shares; 2025Q3: 72,118 shares; 2025Q4: 106,555 shares 106,555 $5.83M 0.1% +34,437 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: 59,645 shares; 2024Q4: 59,553 shares; 2025Q1: 56,644 shares; 2025Q2: 65,986 shares; 2025Q3: 67,004 shares; 2025Q4: 64,016 shares 64,016 $5.73M 0.09% -2,988 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: 2,559 shares; 2024Q4: 2,838 shares; 2025Q1: 2,863 shares; 2025Q2: 6,406 shares; 2025Q3: 7,804 shares; 2025Q4: 6,955 shares 6,955 $5.71M 0.09% -849 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,393 shares; 2024Q4: 104,220 shares; 2025Q1: 116,624 shares; 2025Q2: 114,510 shares; 2025Q3: 139,789 shares; 2025Q4: 164,103 shares 164,103 $5.7M 0.09% +24,314 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,167 shares; 2024Q4: 30,100 shares; 2025Q1: 30,671 shares; 2025Q2: 34,210 shares; 2025Q3: 34,835 shares; 2025Q4: 38,034 shares 38,034 $5.66M 0.09% +3,199 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: 20,454 shares; 2024Q4: 20,775 shares; 2025Q1: 20,809 shares; 2025Q2: 23,991 shares; 2025Q3: 28,354 shares; 2025Q4: 21,886 shares 21,886 $5.63M 0.09% -6,468 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: 3,017 shares; 2024Q4: 3,157 shares; 2025Q1: 4,025 shares; 2025Q2: 64,177 shares; 2025Q3: 64,119 shares; 2025Q4: 61,500 shares 61,500 $5.61M 0.09% -2,619 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,297 shares; 2025Q1: 1,283 shares; 2025Q2: 8,664 shares; 2025Q3: 9,509 shares; 2025Q4: 9,811 shares 9,811 $5.6M 0.09% +302 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: 307,826 shares; 2024Q4: 317,555 shares; 2025Q1: 349,176 shares; 2025Q2: 329,645 shares; 2025Q3: 228,469 shares; 2025Q4: 186,057 shares 186,057 $5.56M 0.09% -42,412 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: 46,170 shares; 2024Q4: 44,545 shares; 2025Q1: 47,592 shares; 2025Q2: 48,039 shares; 2025Q3: 47,338 shares; 2025Q4: 48,404 shares 48,404 $5.51M 0.09% +1,066 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: 79,149 shares; 2024Q4: 81,282 shares; 2025Q1: 82,945 shares; 2025Q2: 93,757 shares; 2025Q3: 95,314 shares; 2025Q4: 94,592 shares 94,592 $5.46M 0.09% -722 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 2,074 shares; 2025Q1: 2,383 shares; 2025Q2: 5,144 shares; 2025Q3: 5,458 shares; 2025Q4: 5,080 shares 5,080 $5.44M 0.09% -378 Timeline FTSL 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: 122,734 shares; 2024Q4: 124,454 shares; 2025Q1: 117,779 shares; 2025Q2: 115,081 shares; 2025Q3: 115,287 shares; 2025Q4: 117,515 shares 117,515 $5.39M 0.09% +2,228 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,813 shares; 2024Q4: 58,406 shares; 2025Q1: 63,768 shares; 2025Q2: 58,810 shares; 2025Q3: 61,378 shares; 2025Q4: 68,879 shares 68,879 $5.37M 0.09% +7,501 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 12,980 shares; 2025Q1: 13,004 shares; 2025Q2: 13,302 shares; 2025Q3: 14,445 shares; 2025Q4: 14,358 shares 14,358 $5.37M 0.09% -87 Timeline FPEI 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: 42,842 shares; 2024Q4: 47,275 shares; 2025Q1: 50,860 shares; 2025Q2: 264,187 shares; 2025Q3: 280,634 shares; 2025Q4: 276,492 shares 276,492 $5.36M 0.09% -4,142 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: 66,240 shares; 2024Q4: 64,242 shares; 2025Q1: 52,844 shares; 2025Q2: 55,096 shares; 2025Q3: 47,600 shares; 2025Q4: 41,485 shares 41,485 $5.3M 0.09% -6,115 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: 20,973 shares; 2024Q4: 29,772 shares; 2025Q1: 20,298 shares; 2025Q2: 19,493 shares; 2025Q3: 18,957 shares; 2025Q4: 18,226 shares 18,226 $5.27M 0.09% -731 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: 25,031 shares; 2024Q4: 34,596 shares; 2025Q1: 61,490 shares; 2025Q2: 87,584 shares; 2025Q3: 106,938 shares; 2025Q4: 148,080 shares 148,080 $5.23M 0.09% +41,142 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,123 shares; 2025Q2: 196,416 shares; 2025Q3: 217,747 shares; 2025Q4: 225,918 shares 225,918 $5.17M 0.08% +8,171 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: 20,945 shares; 2024Q4: 50,909 shares; 2025Q1: 53,054 shares; 2025Q2: 53,037 shares; 2025Q3: 53,689 shares; 2025Q4: 51,702 shares 51,702 $5.17M 0.08% -1,987 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,154 shares; 2025Q1: 6,452 shares; 2025Q2: 6,632 shares; 2025Q3: 6,706 shares; 2025Q4: 6,713 shares 6,713 $5.14M 0.08% +7 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,674 shares; 2024Q4: 23,330 shares; 2025Q1: 23,610 shares; 2025Q2: 22,945 shares; 2025Q3: 66,401 shares; 2025Q4: 163,246 shares 163,246 $5.09M 0.08% +96,845 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: 5,377 shares; 2024Q4: 6,736 shares; 2025Q1: 68,417 shares; 2025Q2: 7,152 shares; 2025Q3: 92,167 shares; 2025Q4: 102,058 shares 102,058 $5.09M 0.08% +9,891 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,262 shares; 2025Q1: 2,965 shares; 2025Q2: 23,111 shares; 2025Q3: 26,178 shares; 2025Q4: 50,374 shares 50,374 $5.06M 0.08% +24,196 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 42,719 shares; 2025Q1: 45,036 shares; 2025Q2: 45,166 shares; 2025Q3: 46,762 shares; 2025Q4: 47,135 shares 47,135 $5.03M 0.08% +373 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,825 shares; 2024Q4: 289,921 shares; 2025Q1: 273,690 shares; 2025Q2: 288,206 shares; 2025Q3: 259,451 shares; 2025Q4: 216,421 shares 216,421 $5.03M 0.08% -43,030 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: 21,657 shares; 2024Q4: 68,884 shares; 2025Q1: 42,972 shares; 2025Q2: 44,377 shares; 2025Q3: 51,904 shares; 2025Q4: 56,237 shares 56,237 $5.02M 0.08% +4,333 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155,795 shares; 2025Q2: 144,387 shares; 2025Q3: 161,195 shares; 2025Q4: 164,543 shares 164,543 $4.97M 0.08% +3,348 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: 45,892 shares; 2024Q4: 43,309 shares; 2025Q1: 46,487 shares; 2025Q2: 46,499 shares; 2025Q3: 48,709 shares; 2025Q4: 50,626 shares 50,626 $4.9M 0.08% +1,917 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: 168 shares; 2024Q4: 974 shares; 2025Q1: 957 shares; 2025Q2: 936 shares; 2025Q3: 926 shares; 2025Q4: 913 shares 913 $4.89M 0.08% -13 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: 4,229 shares; 2024Q4: 25,598 shares; 2025Q1: 11,744 shares; 2025Q2: 19,856 shares; 2025Q3: 19,859 shares; 2025Q4: 13,809 shares 13,809 $4.88M 0.08% -6,050 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,175 shares; 2024Q4: 22,340 shares; 2025Q1: 32,743 shares; 2025Q2: 38,258 shares; 2025Q3: 60,459 shares; 2025Q4: 41,010 shares 41,010 $4.83M 0.08% -19,449 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,197 shares; 2024Q4: 45,747 shares; 2025Q1: 50,077 shares; 2025Q2: 69,332 shares; 2025Q3: 99,793 shares; 2025Q4: 120,355 shares 120,355 $4.76M 0.08% +20,562 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: 30,636 shares; 2024Q4: 33,784 shares; 2025Q1: 34,211 shares; 2025Q2: 32,410 shares; 2025Q3: 32,224 shares; 2025Q4: 33,052 shares 33,052 $4.75M 0.08% +828 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: 6,592 shares; 2024Q4: 7,556 shares; 2025Q1: 7,645 shares; 2025Q2: 7,718 shares; 2025Q3: 7,662 shares; 2025Q4: 7,877 shares 7,877 $4.75M 0.08% +215 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: 15,157 shares; 2024Q4: 15,661 shares; 2025Q1: 15,277 shares; 2025Q2: 15,164 shares; 2025Q3: 9,828 shares; 2025Q4: 9,776 shares 9,776 $4.73M 0.08% -52 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: 35,596 shares; 2024Q4: 30,003 shares; 2025Q1: 29,189 shares; 2025Q2: 21,460 shares; 2025Q3: 26,764 shares; 2025Q4: 29,849 shares 29,849 $4.63M 0.08% +3,085 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: 6,858 shares; 2024Q4: 6,947 shares; 2025Q1: 8,338 shares; 2025Q2: 8,846 shares; 2025Q3: 8,750 shares; 2025Q4: 8,836 shares 8,836 $4.62M 0.08% +86 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,889 shares; 2024Q4: 8,589 shares; 2025Q1: 17,376 shares; 2025Q2: 15,797 shares; 2025Q3: 89,702 shares; 2025Q4: 91,231 shares 91,231 $4.62M 0.08% +1,529 Timeline RFCI ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,476 shares; 2024Q4: 193,193 shares; 2025Q1: 189,189 shares; 2025Q2: 191,313 shares; 2025Q3: 198,797 shares; 2025Q4: 202,915 shares 202,915 $4.6M 0.08% +4,118 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: 25,141 shares; 2024Q4: 24,294 shares; 2025Q1: 22,976 shares; 2025Q2: 21,890 shares; 2025Q3: 21,048 shares; 2025Q4: 20,393 shares 20,393 $4.58M 0.08% -655 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: 50,112 shares; 2024Q4: 50,973 shares; 2025Q1: 48,345 shares; 2025Q2: 77,470 shares; 2025Q3: 67,532 shares; 2025Q4: 72,918 shares 72,918 $4.56M 0.07% +5,386 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 4,027 shares; 2025Q1: 4,066 shares; 2025Q2: 4,228 shares; 2025Q3: 4,505 shares; 2025Q4: 11,684 shares 11,684 $4.55M 0.07% +7,179 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 15,313 shares; 2025Q1: 16,373 shares; 2025Q2: 15,631 shares; 2025Q3: 15,717 shares; 2025Q4: 15,564 shares 15,564 $4.52M 0.07% -153 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,497 shares; 2024Q4: 70,942 shares; 2025Q1: 77,208 shares; 2025Q2: 84,487 shares; 2025Q3: 86,198 shares; 2025Q4: 88,641 shares 88,641 $4.5M 0.07% +2,443 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,040 shares; 2024Q4: 29,959 shares; 2025Q1: 45,932 shares; 2025Q2: 40,336 shares; 2025Q3: 34,787 shares; 2025Q4: 34,461 shares 34,461 $4.45M 0.07% -326 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,640 shares; 2024Q4: 173,241 shares; 2025Q1: 164,732 shares; 2025Q2: 190,473 shares; 2025Q3: 194,638 shares; 2025Q4: 90,182 shares 90,182 $4.43M 0.07% -104,456 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,979 shares; 2024Q4: 39,594 shares; 2025Q1: 40,153 shares; 2025Q2: 38,915 shares; 2025Q3: 40,619 shares; 2025Q4: 44,228 shares 44,228 $4.42M 0.07% +3,609 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,415 shares; 2024Q4: 35,523 shares; 2025Q1: 35,610 shares; 2025Q2: 34,310 shares; 2025Q3: 36,378 shares; 2025Q4: 39,279 shares 39,279 $4.41M 0.07% +2,901 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 13,555 shares; 2025Q2: 32,730 shares; 2025Q3: 38,579 shares; 2025Q4: 25,575 shares 25,575 $4.41M 0.07% -13,004 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,685 shares; 2024Q4: 13,137 shares; 2025Q1: 13,995 shares; 2025Q2: 15,144 shares; 2025Q3: 17,004 shares; 2025Q4: 16,258 shares 16,258 $4.38M 0.07% -746 Timeline DALI 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: 178,787 shares; 2024Q4: 164,577 shares; 2025Q1: 162,889 shares; 2025Q2: 165,970 shares; 2025Q3: 160,294 shares; 2025Q4: 151,386 shares 151,386 $4.35M 0.07% -8,908 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: 7,334 shares; 2024Q4: 9,947 shares; 2025Q1: 26,068 shares; 2025Q2: 28,964 shares; 2025Q3: 32,076 shares; 2025Q4: 31,409 shares 31,409 $4.35M 0.07% -667 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,920 shares; 2024Q4: 6,981 shares; 2025Q1: not reported; 2025Q2: 78,730 shares; 2025Q3: 79,046 shares; 2025Q4: 75,194 shares 75,194 $4.32M 0.07% -3,852 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,288 shares; 2024Q4: 550,709 shares; 2025Q1: 479,603 shares; 2025Q2: 474,774 shares; 2025Q3: 474,210 shares; 2025Q4: 475,589 shares 475,589 $4.31M 0.07% +1,379 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest 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: 58,663 shares; 2025Q4: 87,876 shares 87,876 $4.31M 0.07% +29,213 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,317 shares; 2024Q4: 111,951 shares; 2025Q1: 104,435 shares; 2025Q2: 95,557 shares; 2025Q3: 94,836 shares; 2025Q4: 97,834 shares 97,834 $4.3M 0.07% +2,998 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,313 shares; 2024Q4: 40,442 shares; 2025Q1: 41,110 shares; 2025Q2: 42,445 shares; 2025Q3: 42,512 shares; 2025Q4: 40,679 shares 40,679 $4.27M 0.07% -1,833 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: 11,959 shares; 2024Q4: 16,657 shares; 2025Q1: 17,621 shares; 2025Q2: 16,676 shares; 2025Q3: 18,039 shares; 2025Q4: 18,516 shares 18,516 $4.26M 0.07% +477 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,696 shares; 2024Q4: 76,272 shares; 2025Q1: 56,550 shares; 2025Q2: 53,087 shares; 2025Q3: 42,152 shares; 2025Q4: 40,545 shares 40,545 $4.22M 0.07% -1,607 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,973 shares; 2025Q1: 5,967 shares; 2025Q2: 12,721 shares; 2025Q3: 12,724 shares; 2025Q4: 12,229 shares 12,229 $4.21M 0.07% -495 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,191 shares 6,191 $4.19M 0.07% new Timeline VDE 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: 13,576 shares; 2024Q4: 10,807 shares; 2025Q1: 11,614 shares; 2025Q2: 32,031 shares; 2025Q3: 31,043 shares; 2025Q4: 33,172 shares 33,172 $4.18M 0.07% +2,129 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 5,484 shares; 2025Q1: 5,226 shares; 2025Q2: 4,666 shares; 2025Q3: 4,739 shares; 2025Q4: 14,549 shares 14,549 $4.18M 0.07% +9,810 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,639 shares 85,639 $4.16M 0.07% 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: 57,984 shares; 2024Q4: 59,002 shares; 2025Q1: 56,422 shares; 2025Q2: 60,089 shares; 2025Q3: 55,519 shares; 2025Q4: 56,377 shares 56,377 $4.15M 0.07% +858 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,125 shares; 2025Q3: 85,833 shares; 2025Q4: 176,347 shares 176,347 $4.11M 0.07% +90,514 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,958 shares; 2024Q4: 26,633 shares; 2025Q1: 25,154 shares; 2025Q2: 21,218 shares; 2025Q3: 27,114 shares; 2025Q4: 29,441 shares 29,441 $4.1M 0.07% +2,327 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: 48,338 shares; 2024Q4: 51,353 shares; 2025Q1: 46,722 shares; 2025Q2: 46,084 shares; 2025Q3: 49,566 shares; 2025Q4: 51,480 shares 51,480 $4.09M 0.07% +1,914 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: 33,100 shares; 2024Q4: 33,714 shares; 2025Q1: 54,801 shares; 2025Q2: 56,375 shares; 2025Q3: 57,079 shares; 2025Q4: 57,426 shares 57,426 $4.08M 0.07% +347 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: 27,707 shares; 2024Q4: 20,767 shares; 2025Q1: 23,859 shares; 2025Q2: 25,951 shares; 2025Q3: 25,864 shares; 2025Q4: 20,438 shares 20,438 $4.06M 0.07% -5,426 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,994 shares; 2024Q4: 22,024 shares; 2025Q1: 21,799 shares; 2025Q2: 66,362 shares; 2025Q3: 63,106 shares; 2025Q4: 37,262 shares 37,262 $4.04M 0.07% -25,844 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: 31,268 shares; 2024Q4: 103,222 shares; 2025Q1: 89,070 shares; 2025Q2: 157,456 shares; 2025Q3: 151,054 shares; 2025Q4: 146,998 shares 146,998 $4.03M 0.07% -4,056 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,782 shares; 2024Q4: 13,505 shares; 2025Q1: 13,265 shares; 2025Q2: 20,337 shares; 2025Q3: 36,305 shares; 2025Q4: 51,238 shares 51,238 $4.03M 0.07% +14,933 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: 17,238 shares; 2024Q4: 18,364 shares; 2025Q1: 21,681 shares; 2025Q2: 20,653 shares; 2025Q3: 7,063 shares; 2025Q4: 7,036 shares 7,036 $3.98M 0.07% -27 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,603 shares; 2025Q3: 117,493 shares; 2025Q4: 125,620 shares 125,620 $3.97M 0.07% +8,127 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: 111,830 shares; 2024Q4: 136,962 shares; 2025Q1: 157,831 shares; 2025Q2: 161,951 shares; 2025Q3: 165,913 shares; 2025Q4: 169,882 shares 169,882 $3.97M 0.07% +3,969 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,409 shares; 2024Q4: 11,395 shares; 2025Q1: 121,547 shares; 2025Q2: 129,485 shares; 2025Q3: 129,774 shares; 2025Q4: 144,509 shares 144,509 $3.96M 0.06% +14,735 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,646 shares; 2024Q4: 13,035 shares; 2025Q1: 13,283 shares; 2025Q2: 12,530 shares; 2025Q3: 9,887 shares; 2025Q4: 12,169 shares 12,169 $3.93M 0.06% +2,282 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: 28,906 shares; 2024Q4: 56,965 shares; 2025Q1: 17,907 shares; 2025Q2: 14,228 shares; 2025Q3: 12,695 shares; 2025Q4: 25,306 shares 25,306 $3.92M 0.06% +12,611 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,940 shares; 2024Q4: 18,787 shares; 2025Q1: 20,827 shares; 2025Q2: 21,526 shares; 2025Q3: 72,187 shares; 2025Q4: 153,810 shares 153,810 $3.91M 0.06% +81,623 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,390 shares; 2024Q4: 101,013 shares; 2025Q1: 107,494 shares; 2025Q2: 119,540 shares; 2025Q3: 119,428 shares; 2025Q4: 97,001 shares 97,001 $3.9M 0.06% -22,427 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,499 shares; 2024Q4: 81,691 shares; 2025Q1: 70,647 shares; 2025Q2: 55,913 shares; 2025Q3: 51,077 shares; 2025Q4: 49,543 shares 49,543 $3.9M 0.06% -1,534 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: 13,714 shares; 2024Q4: 19,354 shares; 2025Q1: 53,448 shares; 2025Q2: 61,962 shares; 2025Q3: 63,563 shares; 2025Q4: 64,821 shares 64,821 $3.9M 0.06% +1,258 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: 27,540 shares; 2024Q4: 29,410 shares; 2025Q1: 30,062 shares; 2025Q2: 29,371 shares; 2025Q3: 28,796 shares; 2025Q4: 28,324 shares 28,324 $3.88M 0.06% -472 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,858 shares; 2024Q4: 17,977 shares; 2025Q1: 17,792 shares; 2025Q2: 20,652 shares; 2025Q3: 20,630 shares; 2025Q4: 20,919 shares 20,919 $3.88M 0.06% +289 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,341 shares; 2024Q4: 23,949 shares; 2025Q1: 24,371 shares; 2025Q2: 27,000 shares; 2025Q3: 32,206 shares; 2025Q4: 31,831 shares 31,831 $3.88M 0.06% -375 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: 21,650 shares; 2024Q4: 21,182 shares; 2025Q1: 10,877 shares; 2025Q2: 11,157 shares; 2025Q3: 13,943 shares; 2025Q4: 26,888 shares 26,888 $3.87M 0.06% +12,945 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: 12,392 shares; 2024Q4: 12,033 shares; 2025Q1: 12,120 shares; 2025Q2: 9,255 shares; 2025Q3: 10,920 shares; 2025Q4: 11,420 shares 11,420 $3.85M 0.06% +500 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: 50,141 shares; 2024Q4: 49,351 shares; 2025Q1: 53,453 shares; 2025Q2: 55,484 shares; 2025Q3: 48,613 shares; 2025Q4: 45,666 shares 45,666 $3.85M 0.06% -2,947 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,627 shares; 2025Q3: 3,810 shares; 2025Q4: 35,371 shares 35,371 $3.84M 0.06% +31,561 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,522 shares; 2024Q4: 53,994 shares; 2025Q1: 64,088 shares; 2025Q2: 81,568 shares; 2025Q3: 88,093 shares; 2025Q4: 59,949 shares 59,949 $3.82M 0.06% -28,144 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,160 shares; 2024Q4: 8,773 shares; 2025Q1: 7,994 shares; 2025Q2: 116,395 shares; 2025Q3: 115,977 shares; 2025Q4: 92,669 shares 92,669 $3.81M 0.06% -23,308 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,261 shares; 2024Q4: 43,463 shares; 2025Q1: 41,596 shares; 2025Q2: 42,910 shares; 2025Q3: 41,992 shares; 2025Q4: 41,004 shares 41,004 $3.81M 0.06% -988 Timeline RGCO RGC RES INC More: the full row for RGC RES 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: 158,340 shares; 2025Q3: 170,014 shares; 2025Q4: 176,437 shares 176,437 $3.76M 0.06% +6,423 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: 13,791 shares; 2024Q4: 13,861 shares; 2025Q1: 8,463 shares; 2025Q2: 6,638 shares; 2025Q3: 7,529 shares; 2025Q4: 49,278 shares 49,278 $3.7M 0.06% +41,749 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,086 shares; 2024Q4: 52,203 shares; 2025Q1: 51,052 shares; 2025Q2: 39,099 shares; 2025Q3: 39,468 shares; 2025Q4: 40,109 shares 40,109 $3.67M 0.06% +641 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 44,843 shares 44,843 $3.66M 0.06% new 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: 6,849 shares; 2024Q4: 20,236 shares; 2025Q1: 21,170 shares; 2025Q2: 22,946 shares; 2025Q3: 18,199 shares; 2025Q4: 17,909 shares 17,909 $3.64M 0.06% -290 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,991 shares; 2024Q4: 115,542 shares; 2025Q1: 151,483 shares; 2025Q2: 160,456 shares; 2025Q3: 174,449 shares; 2025Q4: 185,683 shares 185,683 $3.64M 0.06% +11,234 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: 49,410 shares; 2024Q4: 38,275 shares; 2025Q1: 37,876 shares; 2025Q2: 37,953 shares; 2025Q3: 41,032 shares; 2025Q4: 42,168 shares 42,168 $3.63M 0.06% +1,136 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: 23,250 shares; 2025Q1: 28,390 shares; 2025Q2: 30,407 shares; 2025Q3: 31,542 shares; 2025Q4: 31,327 shares 31,327 $3.61M 0.06% -215 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,626 shares; 2024Q4: 77,459 shares; 2025Q1: 112,658 shares; 2025Q2: 133,339 shares; 2025Q3: 129,939 shares; 2025Q4: 151,765 shares 151,765 $3.58M 0.06% +21,826 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,875 shares; 2024Q4: 10,041 shares; 2025Q1: 10,070 shares; 2025Q2: 8,881 shares; 2025Q3: 9,987 shares; 2025Q4: 10,587 shares 10,587 $3.58M 0.06% +600 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,127 shares; 2024Q4: 17,611 shares; 2025Q1: 21,885 shares; 2025Q2: 26,483 shares; 2025Q3: 25,946 shares; 2025Q4: 25,879 shares 25,879 $3.57M 0.06% -67 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: 5,520 shares; 2024Q4: 34,181 shares; 2025Q1: 36,934 shares; 2025Q2: 37,591 shares; 2025Q3: 37,853 shares; 2025Q4: 39,588 shares 39,588 $3.56M 0.06% +1,735 Timeline FSEP 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: 56,266 shares; 2024Q4: 60,468 shares; 2025Q1: 60,421 shares; 2025Q2: 64,844 shares; 2025Q3: 71,145 shares; 2025Q4: 68,928 shares 68,928 $3.55M 0.06% -2,217 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,166 shares; 2025Q1: 3,198 shares; 2025Q2: 2,964 shares; 2025Q3: 3,379 shares; 2025Q4: 3,518 shares 3,518 $3.55M 0.06% +139 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,178 shares; 2024Q4: 125,044 shares; 2025Q1: 137,137 shares; 2025Q2: 140,069 shares; 2025Q3: 143,779 shares; 2025Q4: 156,944 shares 156,944 $3.55M 0.06% +13,165 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,566 shares; 2024Q4: 89,283 shares; 2025Q1: 89,158 shares; 2025Q2: 93,087 shares; 2025Q3: 90,696 shares; 2025Q4: 85,978 shares 85,978 $3.55M 0.06% -4,718 Timeline OKLO OKLO INC More: the full row for OKLO 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: 46,757 shares; 2025Q2: 51,435 shares; 2025Q3: 48,542 shares; 2025Q4: 49,057 shares 49,057 $3.52M 0.06% +515 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,455 shares; 2024Q4: 35,076 shares; 2025Q1: 37,974 shares; 2025Q2: 40,883 shares; 2025Q3: 40,343 shares; 2025Q4: 39,848 shares 39,848 $3.52M 0.06% -495 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: 34,235 shares; 2024Q4: 40,021 shares; 2025Q1: 42,578 shares; 2025Q2: 28,047 shares; 2025Q3: 25,836 shares; 2025Q4: 20,519 shares 20,519 $3.51M 0.06% -5,317 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 3,698 shares; 2025Q1: 3,813 shares; 2025Q2: 14,133 shares; 2025Q3: 8,766 shares; 2025Q4: 4,552 shares 4,552 $3.51M 0.06% -4,214 Timeline FNX 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: 36,178 shares; 2024Q4: 33,076 shares; 2025Q1: 33,150 shares; 2025Q2: 31,699 shares; 2025Q3: 30,068 shares; 2025Q4: 27,858 shares 27,858 $3.51M 0.06% -2,210 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: 27,720 shares; 2024Q4: 33,497 shares; 2025Q1: 36,648 shares; 2025Q2: 50,053 shares; 2025Q3: 59,489 shares; 2025Q4: 36,233 shares 36,233 $3.49M 0.06% -23,256 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,103 shares; 2024Q4: 75,404 shares; 2025Q1: 79,290 shares; 2025Q2: 94,434 shares; 2025Q3: 86,624 shares; 2025Q4: 86,408 shares 86,408 $3.47M 0.06% -216 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,683 shares; 2024Q4: 64,737 shares; 2025Q1: 61,856 shares; 2025Q2: 61,393 shares; 2025Q3: 59,977 shares; 2025Q4: 61,114 shares 61,114 $3.47M 0.06% +1,137 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,391 shares; 2024Q4: 88,654 shares; 2025Q1: 86,395 shares; 2025Q2: 139,846 shares; 2025Q3: 144,629 shares; 2025Q4: 147,977 shares 147,977 $3.41M 0.06% +3,348 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: 24,153 shares; 2024Q4: 60,092 shares; 2025Q1: 53,774 shares; 2025Q2: 53,702 shares; 2025Q3: 54,620 shares; 2025Q4: 54,423 shares 54,423 $3.4M 0.06% -197 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: 52,081 shares; 2024Q4: 52,510 shares; 2025Q1: 56,962 shares; 2025Q2: 44,067 shares; 2025Q3: 35,744 shares; 2025Q4: 75,749 shares 75,749 $3.39M 0.06% +40,005 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,614 shares; 2024Q4: 114,059 shares; 2025Q1: 133,603 shares; 2025Q2: 140,336 shares; 2025Q3: 152,636 shares; 2025Q4: 163,718 shares 163,718 $3.37M 0.06% +11,082 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: 108,966 shares; 2024Q4: 63,639 shares; 2025Q1: 65,824 shares; 2025Q2: 66,160 shares; 2025Q3: 68,695 shares; 2025Q4: 70,025 shares 70,025 $3.37M 0.06% +1,330 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 653 shares; 2025Q1: 1,115 shares; 2025Q2: 3,535 shares; 2025Q3: 4,053 shares; 2025Q4: 4,154 shares 4,154 $3.36M 0.06% +101 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,578 shares; 2024Q4: 14,322 shares; 2025Q1: 15,713 shares; 2025Q2: 15,315 shares; 2025Q3: 14,682 shares; 2025Q4: 13,581 shares 13,581 $3.36M 0.06% -1,101 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,504 shares; 2024Q4: 28,224 shares; 2025Q1: 24,728 shares; 2025Q2: 24,050 shares; 2025Q3: 24,458 shares; 2025Q4: 23,570 shares 23,570 $3.35M 0.05% -888 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 6,874 shares; 2025Q1: 8,178 shares; 2025Q2: 11,539 shares; 2025Q3: 12,048 shares; 2025Q4: 13,749 shares 13,749 $3.34M 0.05% +1,701 Timeline FXI ISHARES TR More: 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: 64,900 shares; 2025Q2: 74,061 shares; 2025Q3: 80,087 shares; 2025Q4: 86,818 shares 86,818 $3.32M 0.05% +6,731 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,872 shares; 2024Q4: 106,289 shares; 2025Q1: 130,385 shares; 2025Q2: 137,394 shares; 2025Q3: 150,831 shares; 2025Q4: 168,151 shares 168,151 $3.32M 0.05% +17,320 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: 35,737 shares; 2024Q4: 43,294 shares; 2025Q1: 45,873 shares; 2025Q2: 44,526 shares; 2025Q3: 45,781 shares; 2025Q4: 49,052 shares 49,052 $3.3M 0.05% +3,271 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,203 shares; 2024Q4: 67,055 shares; 2025Q1: 64,734 shares; 2025Q2: 44,259 shares; 2025Q3: 37,364 shares; 2025Q4: 34,242 shares 34,242 $3.29M 0.05% -3,122 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,776 shares; 2024Q4: 116,203 shares; 2025Q1: 134,261 shares; 2025Q2: 141,132 shares; 2025Q3: 153,183 shares; 2025Q4: 174,544 shares 174,544 $3.29M 0.05% +21,361 Timeline BSJS 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: 103,618 shares; 2024Q4: 118,596 shares; 2025Q1: 127,706 shares; 2025Q2: 130,790 shares; 2025Q3: 134,584 shares; 2025Q4: 149,107 shares 149,107 $3.28M 0.05% +14,523 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,448 shares; 2024Q4: 14,623 shares; 2025Q1: 14,362 shares; 2025Q2: 15,047 shares; 2025Q3: 13,247 shares; 2025Q4: 12,981 shares 12,981 $3.26M 0.05% -266 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,745 shares; 2024Q4: 26,533 shares; 2025Q1: 26,987 shares; 2025Q2: 26,888 shares; 2025Q3: 41,492 shares; 2025Q4: 25,678 shares 25,678 $3.23M 0.05% -15,814 Timeline DFUV 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: 70,559 shares; 2024Q4: 70,195 shares; 2025Q1: 67,502 shares; 2025Q2: 67,602 shares; 2025Q3: 69,220 shares; 2025Q4: 69,402 shares 69,402 $3.23M 0.05% +182 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 10,015 shares; 2025Q3: 3,971 shares; 2025Q4: 16,686 shares 16,686 $3.23M 0.05% +12,715 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,173 shares; 2025Q4: 90,558 shares 90,558 $3.15M 0.05% +74,385 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,170 shares; 2024Q4: 104,059 shares; 2025Q1: 103,972 shares; 2025Q2: 114,263 shares; 2025Q3: 114,829 shares; 2025Q4: 114,931 shares 114,931 $3.13M 0.05% +102 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: 2,446 shares; 2024Q4: 10,820 shares; 2025Q1: 11,385 shares; 2025Q2: 17,000 shares; 2025Q3: 19,028 shares; 2025Q4: 19,259 shares 19,259 $3.12M 0.05% +231 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 209 shares; 2025Q1: 236 shares; 2025Q2: 1,410 shares; 2025Q3: 1,500 shares; 2025Q4: 1,548 shares 1,548 $3.12M 0.05% +48 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,219 shares; 2024Q4: 59,620 shares; 2025Q1: 63,101 shares; 2025Q2: 54,886 shares; 2025Q3: 61,241 shares; 2025Q4: 52,704 shares 52,704 $3.09M 0.05% -8,537 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 2,072 shares; 2025Q1: 2,780 shares; 2025Q2: 2,848 shares; 2025Q3: 10,732 shares; 2025Q4: 13,561 shares 13,561 $3.09M 0.05% +2,829 Timeline WTAI 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: 96,372 shares; 2024Q4: 99,191 shares; 2025Q1: 97,599 shares; 2025Q2: 102,188 shares; 2025Q3: 103,698 shares; 2025Q4: 105,792 shares 105,792 $3.08M 0.05% +2,094 Timeline KRE 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: 8,898 shares; 2024Q4: 11,538 shares; 2025Q1: 9,149 shares; 2025Q2: 36,833 shares; 2025Q3: 21,502 shares; 2025Q4: 47,542 shares 47,542 $3.08M 0.05% +26,040 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,891 shares; 2024Q4: 29,625 shares; 2025Q1: 31,301 shares; 2025Q2: 36,322 shares; 2025Q3: 43,769 shares; 2025Q4: 37,854 shares 37,854 $3.08M 0.05% -5,915 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,483 shares; 2024Q4: 124,320 shares; 2025Q1: 137,793 shares; 2025Q2: 145,024 shares; 2025Q3: 163,545 shares; 2025Q4: 135,591 shares 135,591 $3.07M 0.05% -27,954 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: 1,008 shares; 2024Q4: 1,098 shares; 2025Q1: 1,821 shares; 2025Q2: 3,611 shares; 2025Q3: 4,294 shares; 2025Q4: 4,582 shares 4,582 $3.04M 0.05% +288 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,207 shares; 2024Q4: 107,265 shares; 2025Q1: 117,546 shares; 2025Q2: 120,555 shares; 2025Q3: 129,979 shares; 2025Q4: 138,769 shares 138,769 $3.03M 0.05% +8,790 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,945 shares; 2024Q4: 20,359 shares; 2025Q1: 20,138 shares; 2025Q2: 18,124 shares; 2025Q3: 18,422 shares; 2025Q4: 17,933 shares 17,933 $3.01M 0.05% -489 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,735 shares 18,735 $3M 0.05% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,846 shares; 2024Q4: 14,623 shares; 2025Q1: 17,443 shares; 2025Q2: 17,537 shares; 2025Q3: 18,499 shares; 2025Q4: 19,052 shares 19,052 $2.99M 0.05% +553 Timeline DWAS 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: 28,685 shares; 2024Q4: 28,785 shares; 2025Q1: 28,785 shares; 2025Q2: 32,015 shares; 2025Q3: 31,157 shares; 2025Q4: 30,864 shares 30,864 $2.99M 0.05% -293 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 11,153 shares; 2025Q3: not reported; 2025Q4: 45,509 shares 45,509 $2.96M 0.05% new Timeline AFEM 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: 32,933 shares; 2024Q4: 33,222 shares; 2025Q1: 32,842 shares; 2025Q2: 33,698 shares; 2025Q3: 35,733 shares; 2025Q4: 37,417 shares 37,417 $2.96M 0.05% +1,684 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,303 shares; 2024Q4: 89,335 shares; 2025Q1: 87,505 shares; 2025Q2: 93,420 shares; 2025Q3: 96,684 shares; 2025Q4: 78,206 shares 78,206 $2.96M 0.05% -18,478 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,908 shares; 2024Q4: 194,029 shares; 2025Q1: 195,518 shares; 2025Q2: 197,536 shares; 2025Q3: 203,595 shares; 2025Q4: 209,153 shares 209,153 $2.95M 0.05% +5,558 Timeline VCLT 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: 74,896 shares; 2024Q4: 76,297 shares; 2025Q1: 75,553 shares; 2025Q2: 37,662 shares; 2025Q3: 38,293 shares; 2025Q4: 38,818 shares 38,818 $2.94M 0.05% +525 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 4,983 shares; 2025Q1: 4,740 shares; 2025Q2: 4,865 shares; 2025Q3: 11,798 shares; 2025Q4: 20,816 shares 20,816 $2.94M 0.05% +9,018 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 66,376 shares; 2025Q3: 67,019 shares; 2025Q4: 67,500 shares 67,500 $2.94M 0.05% +481 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: 42,427 shares; 2024Q4: 42,873 shares; 2025Q1: 44,799 shares; 2025Q2: 49,226 shares; 2025Q3: 53,879 shares; 2025Q4: 54,235 shares 54,235 $2.92M 0.05% +356 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,873 shares; 2024Q4: 48,319 shares; 2025Q1: 49,465 shares; 2025Q2: 49,734 shares; 2025Q3: 48,035 shares; 2025Q4: 48,229 shares 48,229 $2.91M 0.05% +194 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: 4,546 shares; 2024Q4: 4,965 shares; 2025Q1: 9,321 shares; 2025Q2: 9,518 shares; 2025Q3: 9,462 shares; 2025Q4: 10,358 shares 10,358 $2.89M 0.05% +896 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 6,063 shares; 2025Q1: 3,173 shares; 2025Q2: 6,760 shares; 2025Q3: 10,275 shares; 2025Q4: 4,367 shares 4,367 $2.86M 0.05% -5,908 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,332 shares; 2024Q4: 17,332 shares; 2025Q1: 17,478 shares; 2025Q2: 22,978 shares; 2025Q3: 40,123 shares; 2025Q4: 55,892 shares 55,892 $2.86M 0.05% +15,769 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,745 shares; 2025Q3: 94,893 shares; 2025Q4: 163,117 shares 163,117 $2.85M 0.05% +68,224 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 21,060 shares; 2025Q1: 36,348 shares; 2025Q2: 26,536 shares; 2025Q3: 42,392 shares; 2025Q4: 24,712 shares 24,712 $2.85M 0.05% -17,680 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: 15,187 shares; 2024Q4: 14,696 shares; 2025Q1: 14,449 shares; 2025Q2: 16,917 shares; 2025Q3: 17,733 shares; 2025Q4: 16,917 shares 16,917 $2.84M 0.05% -816 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,577 shares; 2025Q1: 4,777 shares; 2025Q2: 12,888 shares; 2025Q3: 13,063 shares; 2025Q4: 13,660 shares 13,660 $2.84M 0.05% +597 Timeline FEGE 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: 11,275 shares; 2025Q3: 14,452 shares; 2025Q4: 61,716 shares 61,716 $2.84M 0.05% +47,264 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,203 shares; 2025Q2: 56,457 shares; 2025Q3: 57,417 shares; 2025Q4: 55,250 shares 55,250 $2.83M 0.05% -2,167 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: 109,731 shares; 2024Q4: 99,314 shares; 2025Q1: 86,011 shares; 2025Q2: 179,393 shares; 2025Q3: 107,972 shares; 2025Q4: 113,628 shares 113,628 $2.83M 0.05% +5,656 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,961 shares; 2024Q4: 19,293 shares; 2025Q1: 21,872 shares; 2025Q2: 22,095 shares; 2025Q3: 40,370 shares; 2025Q4: 50,904 shares 50,904 $2.83M 0.05% +10,534 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: 186,767 shares; 2024Q4: 191,794 shares; 2025Q1: 194,852 shares; 2025Q2: 247,109 shares; 2025Q3: 245,472 shares; 2025Q4: 215,343 shares 215,343 $2.83M 0.05% -30,129 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,372 shares; 2025Q1: 74,754 shares; 2025Q2: 77,806 shares; 2025Q3: 81,172 shares; 2025Q4: 131,333 shares 131,333 $2.82M 0.05% +50,161 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: 11,601 shares; 2024Q4: 11,360 shares; 2025Q1: 11,121 shares; 2025Q2: 9,440 shares; 2025Q3: 9,734 shares; 2025Q4: 8,939 shares 8,939 $2.82M 0.05% -795 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: 20,938 shares; 2024Q4: 11,233 shares; 2025Q1: 14,873 shares; 2025Q2: 25,087 shares; 2025Q3: 14,566 shares; 2025Q4: 15,759 shares 15,759 $2.8M 0.05% +1,193 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,703 shares; 2025Q1: 16,513 shares; 2025Q2: 22,021 shares; 2025Q3: 63,654 shares; 2025Q4: 78,954 shares 78,954 $2.78M 0.05% +15,300 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 14,182 shares; 2025Q1: 14,046 shares; 2025Q2: 14,157 shares; 2025Q3: 11,459 shares; 2025Q4: 163,321 shares 163,321 $2.76M 0.05% +151,862 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,596 shares; 2024Q4: 71,443 shares; 2025Q1: 61,250 shares; 2025Q2: 61,466 shares; 2025Q3: 56,812 shares; 2025Q4: 54,006 shares 54,006 $2.76M 0.05% -2,806 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 11,280 shares; 2025Q1: 12,781 shares; 2025Q2: 12,221 shares; 2025Q3: 5,998 shares; 2025Q4: 12,836 shares 12,836 $2.76M 0.05% +6,838 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 6,752 shares; 2025Q1: 6,919 shares; 2025Q2: 7,999 shares; 2025Q3: 8,053 shares; 2025Q4: 9,211 shares 9,211 $2.75M 0.05% +1,158 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,143 shares; 2024Q4: 133,332 shares; 2025Q1: 135,846 shares; 2025Q2: 239,530 shares; 2025Q3: 262,828 shares; 2025Q4: 262,846 shares 262,846 $2.74M 0.04% +18 Timeline IBND 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: 95,347 shares; 2025Q3: 91,441 shares; 2025Q4: 85,130 shares 85,130 $2.73M 0.04% -6,311 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,763 shares; 2025Q1: 9,319 shares; 2025Q2: 14,056 shares; 2025Q3: 19,240 shares; 2025Q4: 11,997 shares 11,997 $2.73M 0.04% -7,243 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: 6,449 shares; 2025Q1: 6,598 shares; 2025Q2: 11,278 shares; 2025Q3: 11,245 shares; 2025Q4: 22,750 shares 22,750 $2.72M 0.04% +11,505 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 11,415 shares; 2025Q1: 103,056 shares; 2025Q2: 37,566 shares; 2025Q3: 33,735 shares; 2025Q4: 20,987 shares 20,987 $2.71M 0.04% -12,748 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 9,547 shares; 2025Q1: 9,633 shares; 2025Q2: 12,679 shares; 2025Q3: 12,951 shares; 2025Q4: 13,144 shares 13,144 $2.69M 0.04% +193 Timeline FXO 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: 17,627 shares; 2024Q4: 19,104 shares; 2025Q1: 18,709 shares; 2025Q2: 40,088 shares; 2025Q3: 44,492 shares; 2025Q4: 44,541 shares 44,541 $2.69M 0.04% +49 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: 3,944 shares; 2024Q4: 4,456 shares; 2025Q1: 5,319 shares; 2025Q2: 5,917 shares; 2025Q3: 6,041 shares; 2025Q4: 6,033 shares 6,033 $2.68M 0.04% -8 Timeline EBND 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: 57,487 shares; 2025Q3: 135,070 shares; 2025Q4: 125,414 shares 125,414 $2.68M 0.04% -9,656 Timeline SPYD 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: 8,813 shares; 2024Q4: 12,470 shares; 2025Q1: 18,423 shares; 2025Q2: 53,127 shares; 2025Q3: 63,597 shares; 2025Q4: 61,942 shares 61,942 $2.68M 0.04% -1,655 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,629 shares; 2024Q4: 31,524 shares; 2025Q1: 57,518 shares; 2025Q2: 57,766 shares; 2025Q3: 61,728 shares; 2025Q4: 63,892 shares 63,892 $2.67M 0.04% +2,164 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: 9,454 shares; 2024Q4: 46,676 shares; 2025Q1: 52,385 shares; 2025Q2: 83,244 shares; 2025Q3: 81,756 shares; 2025Q4: 81,805 shares 81,805 $2.67M 0.04% +49 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: 11,350 shares; 2024Q4: 11,718 shares; 2025Q1: 11,033 shares; 2025Q2: 16,089 shares; 2025Q3: 16,215 shares; 2025Q4: 16,268 shares 16,268 $2.65M 0.04% +53 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: 68,469 shares; 2024Q4: 68,940 shares; 2025Q1: 104,639 shares; 2025Q2: 107,676 shares; 2025Q3: 115,640 shares; 2025Q4: 123,431 shares 123,431 $2.62M 0.04% +7,791 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,125 shares; 2024Q4: 32,314 shares; 2025Q1: 33,070 shares; 2025Q2: 32,128 shares; 2025Q3: 33,011 shares; 2025Q4: 493,442 shares 493,442 $2.62M 0.04% +460,431 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,340 shares; 2024Q4: 24,042 shares; 2025Q1: 138,201 shares; 2025Q2: 122,684 shares; 2025Q3: 98,604 shares; 2025Q4: 70,414 shares 70,414 $2.61M 0.04% -28,190 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,168 shares; 2024Q4: 23,862 shares; 2025Q1: 24,183 shares; 2025Q2: 24,437 shares; 2025Q3: 25,457 shares; 2025Q4: 25,186 shares 25,186 $2.58M 0.04% -271 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 14,313 shares; 2025Q1: 14,939 shares; 2025Q2: 18,845 shares; 2025Q3: 18,829 shares; 2025Q4: 18,703 shares 18,703 $2.54M 0.04% -126 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,154 shares; 2024Q4: 33,372 shares; 2025Q1: 34,689 shares; 2025Q2: 35,483 shares; 2025Q3: 35,979 shares; 2025Q4: 34,940 shares 34,940 $2.53M 0.04% -1,039 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,932 shares; 2024Q4: 12,966 shares; 2025Q1: 14,804 shares; 2025Q2: 15,657 shares; 2025Q3: 15,958 shares; 2025Q4: 17,203 shares 17,203 $2.5M 0.04% +1,245 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: 17,881 shares; 2024Q4: 15,043 shares; 2025Q1: 16,507 shares; 2025Q2: 45,682 shares; 2025Q3: 16,105 shares; 2025Q4: 50,533 shares 50,533 $2.48M 0.04% +34,428 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: 6,991 shares; 2024Q4: 8,280 shares; 2025Q1: 9,111 shares; 2025Q2: 16,833 shares; 2025Q3: 25,522 shares; 2025Q4: 16,070 shares 16,070 $2.47M 0.04% -9,452 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,432 shares; 2024Q4: 185,100 shares; 2025Q1: 60,238 shares; 2025Q2: 59,705 shares; 2025Q3: 60,141 shares; 2025Q4: 61,207 shares 61,207 $2.47M 0.04% +1,066 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,385 shares; 2024Q4: 23,385 shares; 2025Q1: 23,385 shares; 2025Q2: 21,693 shares; 2025Q3: 21,593 shares; 2025Q4: 14,152 shares 14,152 $2.47M 0.04% -7,441 Timeline FJAN 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: 39,207 shares; 2024Q4: 47,919 shares; 2025Q1: 48,291 shares; 2025Q2: 40,832 shares; 2025Q3: 39,745 shares; 2025Q4: 47,637 shares 47,637 $2.47M 0.04% +7,892 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,658 shares; 2024Q4: 126,043 shares; 2025Q1: 126,110 shares; 2025Q2: 168,362 shares; 2025Q3: 168,463 shares; 2025Q4: 195,094 shares 195,094 $2.45M 0.04% +26,631 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,311 shares; 2024Q4: 19,980 shares; 2025Q1: 20,160 shares; 2025Q2: 34,477 shares; 2025Q3: 35,513 shares; 2025Q4: 35,173 shares 35,173 $2.44M 0.04% -340 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 13,812 shares; 2025Q2: 17,718 shares; 2025Q3: 18,472 shares; 2025Q4: 86,626 shares 86,626 $2.44M 0.04% +68,154 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: 1,347 shares; 2024Q4: 1,466 shares; 2025Q1: 2,376 shares; 2025Q2: 4,361 shares; 2025Q3: 2,395 shares; 2025Q4: 2,757 shares 2,757 $2.43M 0.04% +362 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 7,074 shares; 2025Q1: 6,960 shares; 2025Q2: 22,639 shares; 2025Q3: 24,887 shares; 2025Q4: 22,193 shares 22,193 $2.42M 0.04% -2,694 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,600 shares; 2024Q4: 38,200 shares; 2025Q1: 46,195 shares; 2025Q2: 54,692 shares; 2025Q3: 56,208 shares; 2025Q4: 48,195 shares 48,195 $2.41M 0.04% -8,013 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,187 shares; 2024Q4: 74,589 shares; 2025Q1: 77,670 shares; 2025Q2: 80,028 shares; 2025Q3: 79,796 shares; 2025Q4: 62,712 shares 62,712 $2.41M 0.04% -17,084 Timeline IFV 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: 113,647 shares; 2024Q4: 114,145 shares; 2025Q1: 113,042 shares; 2025Q2: 103,039 shares; 2025Q3: 102,201 shares; 2025Q4: 96,553 shares 96,553 $2.4M 0.04% -5,648 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,414 shares; 2024Q4: 13,741 shares; 2025Q1: 13,663 shares; 2025Q2: 21,193 shares; 2025Q3: 12,255 shares; 2025Q4: 11,280 shares 11,280 $2.39M 0.04% -975 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,138 shares; 2024Q4: 25,737 shares; 2025Q1: 24,921 shares; 2025Q2: 22,809 shares; 2025Q3: 22,674 shares; 2025Q4: 45,211 shares 45,211 $2.39M 0.04% +22,537 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,501 shares; 2024Q4: 120,501 shares; 2025Q1: 120,501 shares; 2025Q2: 121,400 shares; 2025Q3: 124,400 shares; 2025Q4: 124,532 shares 124,532 $2.39M 0.04% +132 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,860 shares; 2024Q4: 137,807 shares; 2025Q1: 165,018 shares; 2025Q2: 175,968 shares; 2025Q3: 179,189 shares; 2025Q4: 184,283 shares 184,283 $2.35M 0.04% +5,094 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,963 shares; 2024Q4: 70,975 shares; 2025Q1: 77,366 shares; 2025Q2: 90,172 shares; 2025Q3: 93,347 shares; 2025Q4: 89,796 shares 89,796 $2.35M 0.04% -3,551 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: 9,307 shares; 2024Q4: 32,962 shares; 2025Q1: 37,242 shares; 2025Q2: 81,358 shares; 2025Q3: 86,257 shares; 2025Q4: 89,480 shares 89,480 $2.35M 0.04% +3,223 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,250 shares; 2024Q4: 28,296 shares; 2025Q1: 34,119 shares; 2025Q2: 44,925 shares; 2025Q3: 19,602 shares; 2025Q4: 23,803 shares 23,803 $2.33M 0.04% +4,201 Timeline SMOT 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: 10,690 shares; 2024Q4: 39,760 shares; 2025Q1: 52,865 shares; 2025Q2: 65,322 shares; 2025Q3: 63,698 shares; 2025Q4: 64,030 shares 64,030 $2.32M 0.04% +332 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: 4,981 shares; 2024Q4: 12,025 shares; 2025Q1: 12,114 shares; 2025Q2: 11,935 shares; 2025Q3: 12,986 shares; 2025Q4: 14,335 shares 14,335 $2.31M 0.04% +1,349 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 9,971 shares; 2025Q1: 9,722 shares; 2025Q2: 10,299 shares; 2025Q3: 11,866 shares; 2025Q4: 12,416 shares 12,416 $2.31M 0.04% +550 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: 6,798 shares; 2024Q4: 9,976 shares; 2025Q1: 10,392 shares; 2025Q2: 9,973 shares; 2025Q3: 7,951 shares; 2025Q4: 7,517 shares 7,517 $2.28M 0.04% -434 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: 9,463 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,776 shares; 2025Q3: 76,089 shares; 2025Q4: 74,720 shares 74,720 $2.28M 0.04% -1,369 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 3,803 shares; 2025Q1: 3,400 shares; 2025Q2: 7,490 shares; 2025Q3: 21,031 shares; 2025Q4: 18,865 shares 18,865 $2.27M 0.04% -2,166 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: 25,273 shares; 2024Q4: 26,986 shares; 2025Q1: 23,737 shares; 2025Q2: 11,605 shares; 2025Q3: 7,763 shares; 2025Q4: 6,473 shares 6,473 $2.27M 0.04% -1,290 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 10,688 shares; 2025Q1: 10,736 shares; 2025Q2: 10,874 shares; 2025Q3: 26,764 shares; 2025Q4: 31,249 shares 31,249 $2.24M 0.04% +4,485 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,430 shares; 2024Q4: 77,132 shares; 2025Q1: 86,164 shares; 2025Q2: 87,194 shares; 2025Q3: 84,673 shares; 2025Q4: 81,496 shares 81,496 $2.24M 0.04% -3,177 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: 11,380 shares; 2024Q4: 11,458 shares; 2025Q1: 11,828 shares; 2025Q2: 8,254 shares; 2025Q3: 9,229 shares; 2025Q4: 9,164 shares 9,164 $2.23M 0.04% -65 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,601 shares; 2025Q1: 5,867 shares; 2025Q2: 6,603 shares; 2025Q3: 9,261 shares; 2025Q4: 19,126 shares 19,126 $2.22M 0.04% +9,865 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,449 shares; 2024Q4: 86,937 shares; 2025Q1: 89,191 shares; 2025Q2: 90,884 shares; 2025Q3: 90,890 shares; 2025Q4: 92,124 shares 92,124 $2.18M 0.04% +1,234 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 3,012 shares; 2025Q1: 3,224 shares; 2025Q2: 4,412 shares; 2025Q3: 4,317 shares; 2025Q4: 4,265 shares 4,265 $2.18M 0.04% -52 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,425 shares; 2024Q4: 123,943 shares; 2025Q1: 85,313 shares; 2025Q2: 68,982 shares; 2025Q3: 52,084 shares; 2025Q4: 48,893 shares 48,893 $2.17M 0.04% -3,191 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: 36,542 shares; 2024Q4: 38,943 shares; 2025Q1: 34,543 shares; 2025Q2: 36,633 shares; 2025Q3: 39,044 shares; 2025Q4: 40,288 shares 40,288 $2.17M 0.04% +1,244 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,767 shares; 2025Q1: 7,005 shares; 2025Q2: 9,006 shares; 2025Q3: 16,756 shares; 2025Q4: 14,120 shares 14,120 $2.16M 0.04% -2,636 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: 6,916 shares; 2025Q1: 13,143 shares; 2025Q2: 26,644 shares; 2025Q3: 17,146 shares; 2025Q4: 16,467 shares 16,467 $2.16M 0.04% -679 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,448 shares; 2025Q3: 17,337 shares; 2025Q4: 18,665 shares 18,665 $2.11M 0.03% +1,328 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: 12,823 shares; 2024Q4: 8,032 shares; 2025Q1: 7,853 shares; 2025Q2: 7,254 shares; 2025Q3: 7,221 shares; 2025Q4: 7,265 shares 7,265 $2.1M 0.03% +44 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,631 shares; 2025Q3: 74,429 shares; 2025Q4: 72,281 shares 72,281 $2.1M 0.03% -2,148 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: 41,300 shares; 2024Q4: 39,239 shares; 2025Q1: 40,090 shares; 2025Q2: 115,377 shares; 2025Q3: 55,736 shares; 2025Q4: 57,424 shares 57,424 $2.08M 0.03% +1,688 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,880 shares; 2024Q4: 8,808 shares; 2025Q1: not reported; 2025Q2: 7,926 shares; 2025Q3: 17,752 shares; 2025Q4: 73,736 shares 73,736 $2.08M 0.03% +55,984 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 6,966 shares; 2025Q1: 6,402 shares; 2025Q2: 8,473 shares; 2025Q3: 8,360 shares; 2025Q4: 8,273 shares 8,273 $2.08M 0.03% -87 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,775 shares; 2025Q2: 11,389 shares; 2025Q3: 11,553 shares; 2025Q4: 11,588 shares 11,588 $2.08M 0.03% +35 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 5,782 shares; 2025Q1: 5,131 shares; 2025Q2: 7,268 shares; 2025Q3: 26,731 shares; 2025Q4: 26,242 shares 26,242 $2.07M 0.03% -489 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: 51,350 shares; 2024Q4: 47,596 shares; 2025Q1: 42,542 shares; 2025Q2: 33,493 shares; 2025Q3: 32,852 shares; 2025Q4: 24,886 shares 24,886 $2.06M 0.03% -7,966 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: 10,347 shares; 2025Q1: 10,398 shares; 2025Q2: 34,108 shares; 2025Q3: 9,170 shares; 2025Q4: 13,538 shares 13,538 $2.06M 0.03% +4,368 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,886 shares; 2024Q4: 19,296 shares; 2025Q1: 18,910 shares; 2025Q2: 13,455 shares; 2025Q3: 12,367 shares; 2025Q4: 9,397 shares 9,397 $2.05M 0.03% -2,970 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: 63,409 shares; 2024Q4: 68,834 shares; 2025Q1: 66,871 shares; 2025Q2: 66,435 shares; 2025Q3: 71,666 shares; 2025Q4: 74,874 shares 74,874 $2.05M 0.03% +3,208 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,401 shares; 2024Q4: 97,312 shares; 2025Q1: 77,191 shares; 2025Q2: 60,903 shares; 2025Q3: 48,555 shares; 2025Q4: 47,529 shares 47,529 $2.04M 0.03% -1,026 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,634 shares; 2024Q4: 24,022 shares; 2025Q1: 13,072 shares; 2025Q2: 11,862 shares; 2025Q3: 10,430 shares; 2025Q4: 11,129 shares 11,129 $2.03M 0.03% +699 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,379 shares; 2025Q2: 12,766 shares; 2025Q3: 13,978 shares; 2025Q4: 13,700 shares 13,700 $2.03M 0.03% -278 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,391 shares; 2024Q4: 22,710 shares; 2025Q1: 25,329 shares; 2025Q2: 27,514 shares; 2025Q3: 28,015 shares; 2025Q4: 31,663 shares 31,663 $2.02M 0.03% +3,648 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,471 shares; 2024Q4: 10,638 shares; 2025Q1: 9,170 shares; 2025Q2: 33,495 shares; 2025Q3: 22,846 shares; 2025Q4: 37,403 shares 37,403 $2M 0.03% +14,557 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,605 shares; 2024Q4: 23,136 shares; 2025Q1: 22,478 shares; 2025Q2: 21,223 shares; 2025Q3: 21,977 shares; 2025Q4: 39,191 shares 39,191 $2M 0.03% +17,214 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,902 shares; 2024Q4: 45,159 shares; 2025Q1: 47,629 shares; 2025Q2: 51,579 shares; 2025Q3: 51,164 shares; 2025Q4: 40,552 shares 40,552 $2M 0.03% -10,612 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: not reported; 2025Q3: not reported; 2025Q4: 140,467 shares 140,467 $1.99M 0.03% new Timeline PIZ 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: 46,180 shares; 2024Q4: 44,488 shares; 2025Q1: 44,614 shares; 2025Q2: 46,049 shares; 2025Q3: 41,834 shares; 2025Q4: 40,621 shares 40,621 $1.99M 0.03% -1,213 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,794 shares; 2024Q4: 16,620 shares; 2025Q1: 17,771 shares; 2025Q2: 85,955 shares; 2025Q3: 87,325 shares; 2025Q4: 98,293 shares 98,293 $1.99M 0.03% +10,968 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,866 shares; 2024Q4: 15,369 shares; 2025Q1: 15,938 shares; 2025Q2: 15,914 shares; 2025Q3: 16,202 shares; 2025Q4: 15,214 shares 15,214 $1.98M 0.03% -988 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,552 shares; 2024Q4: 27,245 shares; 2025Q1: 21,284 shares; 2025Q2: 66,347 shares; 2025Q3: 75,099 shares; 2025Q4: 71,290 shares 71,290 $1.98M 0.03% -3,809 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,932 shares; 2024Q4: 16,114 shares; 2025Q1: 15,691 shares; 2025Q2: 18,766 shares; 2025Q3: 37,862 shares; 2025Q4: 39,561 shares 39,561 $1.96M 0.03% +1,699 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 6,932 shares; 2025Q1: 8,660 shares; 2025Q2: 9,520 shares; 2025Q3: 11,973 shares; 2025Q4: 12,083 shares 12,083 $1.96M 0.03% +110 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: 7,325 shares; 2024Q4: 5,925 shares; 2025Q1: 16,178 shares; 2025Q2: 49,539 shares; 2025Q3: 21,142 shares; 2025Q4: 22,973 shares 22,973 $1.95M 0.03% +1,831 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,114 shares; 2025Q3: 20,875 shares; 2025Q4: 20,697 shares 20,697 $1.93M 0.03% -178 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: 16,122 shares; 2024Q4: 14,885 shares; 2025Q1: 13,488 shares; 2025Q2: 13,453 shares; 2025Q3: 13,076 shares; 2025Q4: 10,923 shares 10,923 $1.92M 0.03% -2,153 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,936 shares; 2025Q1: 2,112 shares; 2025Q2: 9,297 shares; 2025Q3: 9,124 shares; 2025Q4: 9,316 shares 9,316 $1.92M 0.03% +192 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,991 shares; 2024Q4: 28,848 shares; 2025Q1: 26,378 shares; 2025Q2: 29,585 shares; 2025Q3: 28,553 shares; 2025Q4: 30,031 shares 30,031 $1.91M 0.03% +1,478 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: 10,595 shares; 2024Q4: 11,562 shares; 2025Q1: 11,745 shares; 2025Q2: 13,090 shares; 2025Q3: 11,694 shares; 2025Q4: 10,739 shares 10,739 $1.91M 0.03% -955 Timeline RWL 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: 14,438 shares; 2024Q4: 15,620 shares; 2025Q1: 15,525 shares; 2025Q2: 15,004 shares; 2025Q3: 15,043 shares; 2025Q4: 16,612 shares 16,612 $1.9M 0.03% +1,569 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 6,840 shares; 2025Q1: 12,761 shares; 2025Q2: 12,492 shares; 2025Q3: 8,280 shares; 2025Q4: 8,576 shares 8,576 $1.88M 0.03% +296 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 35,989 shares; 2025Q1: 42,944 shares; 2025Q2: 37,345 shares; 2025Q3: 37,240 shares; 2025Q4: 37,157 shares 37,157 $1.86M 0.03% -83 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: 1,330 shares; 2024Q4: 1,656 shares; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 1,843 shares; 2025Q4: 12,899 shares 12,899 $1.86M 0.03% +11,056 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 7,984 shares; 2025Q1: 13,500 shares; 2025Q2: 13,347 shares; 2025Q3: 12,442 shares; 2025Q4: 13,894 shares 13,894 $1.85M 0.03% +1,452 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,158 shares; 2024Q4: 20,425 shares; 2025Q1: 19,475 shares; 2025Q2: 22,050 shares; 2025Q3: 22,632 shares; 2025Q4: 22,835 shares 22,835 $1.84M 0.03% +203 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: 10,487 shares; 2025Q1: 12,587 shares; 2025Q2: 32,153 shares; 2025Q3: 52,314 shares; 2025Q4: 85,216 shares 85,216 $1.84M 0.03% +32,902 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 35,230 shares; 2025Q1: 41,662 shares; 2025Q2: 39,272 shares; 2025Q3: 37,698 shares; 2025Q4: 36,733 shares 36,733 $1.83M 0.03% -965 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: 9,730 shares; 2025Q2: 9,695 shares; 2025Q3: 11,259 shares; 2025Q4: 26,879 shares 26,879 $1.82M 0.03% +15,620 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,251 shares; 2024Q4: 10,240 shares; 2025Q1: 10,058 shares; 2025Q2: 8,677 shares; 2025Q3: 9,309 shares; 2025Q4: 8,742 shares 8,742 $1.81M 0.03% -567 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: 73,255 shares; 2024Q4: 50,900 shares; 2025Q1: 64,357 shares; 2025Q2: 53,997 shares; 2025Q3: 42,330 shares; 2025Q4: 33,323 shares 33,323 $1.8M 0.03% -9,007 Timeline