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: 125,833 shares; 2024Q4: 130,577 shares; 2025Q1: 132,601 shares; 2025Q2: 138,494 shares; 2025Q3: 370,961 shares; 2025Q4: 431,739 shares 431,739 $296M 13.3% +60,778 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: 16,123 shares; 2024Q4: 15,235 shares; 2025Q1: 21,090 shares; 2025Q2: 20,856 shares; 2025Q3: 809,693 shares; 2025Q4: 995,723 shares 995,723 $95.6M 4.3% +186,030 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: 11,719 shares; 2024Q4: 11,777 shares; 2025Q1: 11,748 shares; 2025Q2: 10,385 shares; 2025Q3: 102,486 shares; 2025Q4: 125,306 shares 125,306 $77M 3.46% +22,820 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: 652,445 shares; 2024Q4: 710,119 shares; 2025Q1: 763,976 shares; 2025Q2: 815,079 shares; 2025Q3: 1,134,332 shares; 2025Q4: 1,279,949 shares 1,279,949 $73.3M 3.3% +145,617 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,733 shares; 2024Q4: 267,220 shares; 2025Q1: 262,866 shares; 2025Q2: 259,076 shares; 2025Q3: 268,650 shares; 2025Q4: 269,257 shares 269,257 $73.2M 3.29% +607 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,521 shares; 2024Q4: 40,274 shares; 2025Q1: 48,836 shares; 2025Q2: 49,490 shares; 2025Q3: 167,301 shares; 2025Q4: 200,596 shares 200,596 $55.6M 2.5% +33,295 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: 10,184 shares; 2024Q4: 2,912 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214,514 shares; 2025Q4: 263,654 shares 263,654 $52.4M 2.36% +49,140 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297,440 shares; 2025Q4: 369,475 shares 369,475 $52.2M 2.35% +72,035 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: 181,841 shares; 2024Q4: 185,960 shares; 2025Q1: 202,486 shares; 2025Q2: 210,987 shares; 2025Q3: 481,101 shares; 2025Q4: 568,364 shares 568,364 $40.6M 1.83% +87,263 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 645,367 shares; 2025Q4: 795,433 shares 795,433 $40.2M 1.81% +150,066 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: 476,893 shares; 2024Q4: 445,622 shares; 2025Q1: 397,767 shares; 2025Q2: 378,434 shares; 2025Q3: 389,333 shares; 2025Q4: 380,971 shares 380,971 $38.1M 1.71% -8,362 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: 114,211 shares; 2024Q4: 135,327 shares; 2025Q1: 136,320 shares; 2025Q2: 134,190 shares; 2025Q3: 129,059 shares; 2025Q4: 253,712 shares 253,712 $36.5M 1.64% +124,653 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: 38,096 shares; 2024Q4: 40,332 shares; 2025Q1: 45,361 shares; 2025Q2: 44,440 shares; 2025Q3: 51,376 shares; 2025Q4: 53,253 shares 53,253 $36.3M 1.63% +1,877 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: 65,140 shares; 2024Q4: 67,825 shares; 2025Q1: 68,152 shares; 2025Q2: 67,917 shares; 2025Q3: 72,574 shares; 2025Q4: 74,309 shares 74,309 $35.9M 1.62% +1,735 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: 782 shares; 2024Q4: 1,414 shares; 2025Q1: 1,388 shares; 2025Q2: 825 shares; 2025Q3: 89,286 shares; 2025Q4: 111,957 shares 111,957 $32.5M 1.46% +22,671 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: 98,718 shares; 2024Q4: 100,822 shares; 2025Q1: 103,273 shares; 2025Q2: 109,908 shares; 2025Q3: 123,956 shares; 2025Q4: 124,274 shares 124,274 $31.4M 1.41% +318 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: 109,998 shares; 2024Q4: 127,727 shares; 2025Q1: 130,124 shares; 2025Q2: 134,964 shares; 2025Q3: 153,396 shares; 2025Q4: 161,384 shares 161,384 $30.1M 1.35% +7,988 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: 142,877 shares; 2024Q4: 178,980 shares; 2025Q1: 277,682 shares; 2025Q2: 344,345 shares; 2025Q3: 709,901 shares; 2025Q4: 860,109 shares 860,109 $29.5M 1.33% +150,208 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: 62,418 shares; 2024Q4: 63,495 shares; 2025Q1: 61,205 shares; 2025Q2: 61,761 shares; 2025Q3: 67,451 shares; 2025Q4: 73,251 shares 73,251 $22.9M 1.03% +5,800 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: 81,951 shares; 2024Q4: 83,560 shares; 2025Q1: 84,377 shares; 2025Q2: 85,136 shares; 2025Q3: 90,674 shares; 2025Q4: 98,184 shares 98,184 $22.7M 1.02% +7,510 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: 35,327 shares; 2024Q4: 37,993 shares; 2025Q1: 38,676 shares; 2025Q2: 38,019 shares; 2025Q3: 38,885 shares; 2025Q4: 38,838 shares 38,838 $19.5M 0.88% -47 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: 343,683 shares; 2024Q4: 1,080,263 shares; 2025Q1: 1,187,512 shares; 2025Q2: 1,173,654 shares; 2025Q3: 825,621 shares; 2025Q4: 710,873 shares 710,873 $19.5M 0.88% -114,748 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: 169,784 shares; 2024Q4: 168,521 shares; 2025Q1: 164,617 shares; 2025Q2: 158,908 shares; 2025Q3: 153,006 shares; 2025Q4: 153,501 shares 153,501 $18.9M 0.85% +495 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: 44,400 shares; 2024Q4: 43,488 shares; 2025Q1: 48,358 shares; 2025Q2: 48,896 shares; 2025Q3: 48,875 shares; 2025Q4: 50,287 shares 50,287 $17.4M 0.78% +1,412 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,471 shares; 2024Q4: 265,602 shares; 2025Q1: 279,903 shares; 2025Q2: 296,539 shares; 2025Q3: 306,787 shares; 2025Q4: 312,319 shares 312,319 $16.8M 0.76% +5,532 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,642 shares; 2024Q4: 93,004 shares; 2025Q1: 92,815 shares; 2025Q2: 99,197 shares; 2025Q3: 100,650 shares; 2025Q4: 111,161 shares 111,161 $15.7M 0.71% +10,511 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: 45,063 shares; 2024Q4: 45,689 shares; 2025Q1: 46,175 shares; 2025Q2: 46,809 shares; 2025Q3: 48,461 shares; 2025Q4: 46,730 shares 46,730 $15.1M 0.68% -1,731 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: 111,042 shares; 2024Q4: 133,016 shares; 2025Q1: 137,046 shares; 2025Q2: 136,226 shares; 2025Q3: 129,875 shares; 2025Q4: 126,030 shares 126,030 $14.8M 0.67% -3,845 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: 36,879 shares; 2024Q4: 39,034 shares; 2025Q1: 40,591 shares; 2025Q2: 40,113 shares; 2025Q3: 44,426 shares; 2025Q4: 46,507 shares 46,507 $14.6M 0.66% +2,081 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: 118,696 shares; 2024Q4: 114,715 shares; 2025Q1: 109,997 shares; 2025Q2: 105,821 shares; 2025Q3: 101,849 shares; 2025Q4: 98,201 shares 98,201 $13.7M 0.61% -3,648 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: 200,545 shares; 2024Q4: 237,258 shares; 2025Q1: 249,070 shares; 2025Q2: 250,009 shares; 2025Q3: 245,108 shares; 2025Q4: 240,955 shares 240,955 $13.2M 0.59% -4,153 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: 238,094 shares; 2024Q4: 277,931 shares; 2025Q1: 272,028 shares; 2025Q2: 286,655 shares; 2025Q3: 271,876 shares; 2025Q4: 255,895 shares 255,895 $12.9M 0.58% -15,981 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: 57,223 shares; 2024Q4: 69,218 shares; 2025Q1: 70,372 shares; 2025Q2: 64,486 shares; 2025Q3: 54,402 shares; 2025Q4: 105,830 shares 105,830 $12.6M 0.57% +51,428 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: 86,600 shares; 2024Q4: 100,469 shares; 2025Q1: 94,696 shares; 2025Q2: 93,609 shares; 2025Q3: 83,599 shares; 2025Q4: 80,740 shares 80,740 $12.5M 0.56% -2,859 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: 218,191 shares; 2024Q4: 255,867 shares; 2025Q1: 249,246 shares; 2025Q2: 241,789 shares; 2025Q3: 238,691 shares; 2025Q4: 234,089 shares 234,089 $10.8M 0.49% -4,602 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: 8,345 shares; 2024Q4: 9,653 shares; 2025Q1: 9,556 shares; 2025Q2: 9,280 shares; 2025Q3: 9,881 shares; 2025Q4: 10,020 shares 10,020 $10.8M 0.48% +139 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: 49,117 shares; 2024Q4: 49,230 shares; 2025Q1: 52,206 shares; 2025Q2: 53,884 shares; 2025Q3: 55,640 shares; 2025Q4: 76,396 shares 76,396 $10.5M 0.47% +20,756 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 231,611 shares; 2025Q4: 283,664 shares 283,664 $10.3M 0.46% +52,053 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,293 shares; 2024Q4: 111,545 shares; 2025Q1: 100,066 shares; 2025Q2: 99,553 shares; 2025Q3: 85,425 shares; 2025Q4: 87,933 shares 87,933 $10M 0.45% +2,508 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: 29,900 shares; 2024Q4: 30,930 shares; 2025Q1: 30,231 shares; 2025Q2: 29,587 shares; 2025Q3: 28,808 shares; 2025Q4: 28,223 shares 28,223 $9.9M 0.45% -585 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: 96,425 shares; 2024Q4: 115,168 shares; 2025Q1: 122,971 shares; 2025Q2: 133,013 shares; 2025Q3: 139,068 shares; 2025Q4: 140,611 shares 140,611 $9.76M 0.44% +1,543 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: 8,246 shares; 2024Q4: 9,589 shares; 2025Q1: 10,196 shares; 2025Q2: 10,863 shares; 2025Q3: 13,891 shares; 2025Q4: 14,629 shares 14,629 $9.66M 0.43% +738 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: 32,350 shares; 2024Q4: 31,803 shares; 2025Q1: 54,227 shares; 2025Q2: 69,750 shares; 2025Q3: 97,015 shares; 2025Q4: 105,277 shares 105,277 $9.42M 0.42% +8,262 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: 11,508 shares; 2024Q4: 11,820 shares; 2025Q1: 11,390 shares; 2025Q2: 11,321 shares; 2025Q3: 11,318 shares; 2025Q4: 10,757 shares 10,757 $9.28M 0.42% -561 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: 177,768 shares; 2024Q4: 166,061 shares; 2025Q1: 155,996 shares; 2025Q2: 147,396 shares; 2025Q3: 149,944 shares; 2025Q4: 147,668 shares 147,668 $9.22M 0.41% -2,276 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: 45,281 shares; 2024Q4: 50,813 shares; 2025Q1: 52,154 shares; 2025Q2: 52,112 shares; 2025Q3: 57,003 shares; 2025Q4: 58,613 shares 58,613 $9.18M 0.41% +1,610 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: 12,918 shares; 2024Q4: 13,687 shares; 2025Q1: 13,605 shares; 2025Q2: 13,978 shares; 2025Q3: 16,399 shares; 2025Q4: 18,799 shares 18,799 $8.9M 0.4% +2,400 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: 114,708 shares; 2024Q4: 109,085 shares; 2025Q1: 107,014 shares; 2025Q2: 104,316 shares; 2025Q3: 97,832 shares; 2025Q4: 97,038 shares 97,038 $8.68M 0.39% -794 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,892 shares; 2024Q4: 46,113 shares; 2025Q1: 59,024 shares; 2025Q2: 89,984 shares; 2025Q3: 110,506 shares; 2025Q4: 157,336 shares 157,336 $8.25M 0.37% +46,830 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,530 shares; 2025Q4: 169,885 shares 169,885 $7.97M 0.36% +12,355 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: 44,876 shares; 2024Q4: 45,785 shares; 2025Q1: 44,141 shares; 2025Q2: 43,586 shares; 2025Q3: 69,104 shares; 2025Q4: 68,124 shares 68,124 $7.59M 0.34% -980 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: 28,263 shares; 2024Q4: 28,115 shares; 2025Q1: 28,356 shares; 2025Q2: 27,189 shares; 2025Q3: 26,308 shares; 2025Q4: 25,408 shares 25,408 $7.53M 0.34% -900 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,429 shares; 2025Q4: 24,326 shares 24,326 $7.31M 0.33% +4,897 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: 38,533 shares; 2024Q4: 38,697 shares; 2025Q1: 33,376 shares; 2025Q2: 33,376 shares; 2025Q3: 33,084 shares; 2025Q4: 32,995 shares 32,995 $7.25M 0.33% -89 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: 70,435 shares; 2024Q4: 64,583 shares; 2025Q1: 72,174 shares; 2025Q2: 71,094 shares; 2025Q3: 67,914 shares; 2025Q4: 60,070 shares 60,070 $7.23M 0.33% -7,844 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: 23,313 shares; 2024Q4: 24,390 shares; 2025Q1: 24,123 shares; 2025Q2: 23,663 shares; 2025Q3: 23,738 shares; 2025Q4: 20,503 shares 20,503 $7.05M 0.32% -3,235 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,811 shares; 2024Q4: 584,949 shares; 2025Q1: 604,050 shares; 2025Q2: 653,612 shares; 2025Q3: 697,392 shares; 2025Q4: 728,693 shares 728,693 $6.94M 0.31% +31,301 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: 128,470 shares; 2024Q4: 146,231 shares; 2025Q1: 130,828 shares; 2025Q2: 111,763 shares; 2025Q3: 124,928 shares; 2025Q4: 136,298 shares 136,298 $6.94M 0.31% +11,370 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: 12,453 shares; 2024Q4: 13,910 shares; 2025Q1: 14,780 shares; 2025Q2: 15,745 shares; 2025Q3: 17,295 shares; 2025Q4: 17,426 shares 17,426 $6.91M 0.31% +131 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,183 shares; 2024Q4: 43,368 shares; 2025Q1: 52,987 shares; 2025Q2: 59,661 shares; 2025Q3: 70,879 shares; 2025Q4: 75,455 shares 75,455 $6.76M 0.3% +4,576 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: 41,538 shares; 2024Q4: 42,071 shares; 2025Q1: 29,505 shares; 2025Q2: 24,456 shares; 2025Q3: 50,702 shares; 2025Q4: 61,751 shares 61,751 $6.61M 0.3% +11,049 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,326 shares; 2024Q4: 73,361 shares; 2025Q1: 79,043 shares; 2025Q2: 88,417 shares; 2025Q3: 91,211 shares; 2025Q4: 96,044 shares 96,044 $6.46M 0.29% +4,833 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: 172,750 shares; 2024Q4: 195,746 shares; 2025Q1: 201,584 shares; 2025Q2: 209,534 shares; 2025Q3: 124,160 shares; 2025Q4: 106,751 shares 106,751 $6.42M 0.29% -17,409 Timeline DGS 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: 160,731 shares; 2024Q4: 143,871 shares; 2025Q1: 138,974 shares; 2025Q2: 129,306 shares; 2025Q3: 116,980 shares; 2025Q4: 112,149 shares 112,149 $6.42M 0.29% -4,831 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: 26,427 shares; 2024Q4: 26,614 shares; 2025Q1: 26,407 shares; 2025Q2: 25,765 shares; 2025Q3: 26,565 shares; 2025Q4: 26,715 shares 26,715 $6.1M 0.27% +150 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: 28,403 shares; 2024Q4: 35,686 shares; 2025Q1: 39,265 shares; 2025Q2: 38,984 shares; 2025Q3: 39,149 shares; 2025Q4: 39,109 shares 39,109 $6.07M 0.27% -40 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: 87,019 shares; 2024Q4: 102,672 shares; 2025Q1: 112,325 shares; 2025Q2: 124,626 shares; 2025Q3: 132,619 shares; 2025Q4: 133,824 shares 133,824 $5.93M 0.27% +1,205 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: 4,759 shares; 2024Q4: 4,759 shares; 2025Q1: 4,704 shares; 2025Q2: 12,154 shares; 2025Q3: 49,972 shares; 2025Q4: 60,485 shares 60,485 $5.82M 0.26% +10,513 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,858 shares; 2024Q4: 20,320 shares; 2025Q1: 19,792 shares; 2025Q2: 19,299 shares; 2025Q3: 19,640 shares; 2025Q4: 18,950 shares 18,950 $5.79M 0.26% -690 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,318 shares; 2024Q4: 61,873 shares; 2025Q1: 66,882 shares; 2025Q2: 68,868 shares; 2025Q3: 66,622 shares; 2025Q4: 73,188 shares 73,188 $5.77M 0.26% +6,566 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: 29,583 shares; 2024Q4: 28,606 shares; 2025Q1: 27,488 shares; 2025Q2: 26,999 shares; 2025Q3: 25,454 shares; 2025Q4: 18,702 shares 18,702 $5.68M 0.26% -6,752 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: 39,214 shares; 2024Q4: 39,907 shares; 2025Q1: 45,072 shares; 2025Q2: 42,959 shares; 2025Q3: 47,457 shares; 2025Q4: 47,830 shares 47,830 $5.55M 0.25% +373 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 8,722 shares; 2025Q1: 8,154 shares; 2025Q2: 8,771 shares; 2025Q3: 10,931 shares; 2025Q4: 12,258 shares 12,258 $5.51M 0.25% +1,327 Timeline DES 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: 234,331 shares; 2024Q4: 210,280 shares; 2025Q1: 204,379 shares; 2025Q2: 194,328 shares; 2025Q3: 179,167 shares; 2025Q4: 164,684 shares 164,684 $5.51M 0.25% -14,483 Timeline BILS 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: 51,843 shares; 2025Q3: 47,544 shares; 2025Q4: 55,139 shares 55,139 $5.47M 0.25% +7,595 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: 41,317 shares; 2024Q4: 40,544 shares; 2025Q1: 39,434 shares; 2025Q2: 39,622 shares; 2025Q3: 80,524 shares; 2025Q4: 78,031 shares 78,031 $5.46M 0.25% -2,493 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: 24,734 shares; 2024Q4: 23,427 shares; 2025Q1: 20,832 shares; 2025Q2: 27,877 shares; 2025Q3: 24,374 shares; 2025Q4: 22,027 shares 22,027 $5.42M 0.24% -2,347 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,076 shares; 2024Q4: 78,378 shares; 2025Q1: 91,580 shares; 2025Q2: 94,674 shares; 2025Q3: 106,868 shares; 2025Q4: 115,823 shares 115,823 $5.33M 0.24% +8,955 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: 32,057 shares; 2024Q4: 30,800 shares; 2025Q1: 30,527 shares; 2025Q2: 29,575 shares; 2025Q3: 29,579 shares; 2025Q4: 31,089 shares 31,089 $5.32M 0.24% +1,510 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: 58,183 shares; 2024Q4: 55,810 shares; 2025Q1: 54,007 shares; 2025Q2: 51,407 shares; 2025Q3: 64,421 shares; 2025Q4: 67,150 shares 67,150 $5.17M 0.23% +2,729 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: 22,434 shares; 2024Q4: 22,066 shares; 2025Q1: 20,660 shares; 2025Q2: 19,866 shares; 2025Q3: 19,526 shares; 2025Q4: 18,375 shares 18,375 $5.13M 0.23% -1,151 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,432 shares; 2024Q4: 48,579 shares; 2025Q1: 53,913 shares; 2025Q2: 63,676 shares; 2025Q3: 68,552 shares; 2025Q4: 76,368 shares 76,368 $4.96M 0.22% +7,816 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: 72,238 shares; 2024Q4: 74,606 shares; 2025Q1: 60,646 shares; 2025Q2: 63,749 shares; 2025Q3: 77,201 shares; 2025Q4: 82,386 shares 82,386 $4.53M 0.2% +5,185 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: 28,929 shares; 2024Q4: 27,610 shares; 2025Q1: 20,532 shares; 2025Q2: 19,801 shares; 2025Q3: 19,035 shares; 2025Q4: 18,652 shares 18,652 $4.53M 0.2% -383 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: 37,959 shares; 2024Q4: 40,715 shares; 2025Q1: 40,859 shares; 2025Q2: 36,414 shares; 2025Q3: 40,374 shares; 2025Q4: 37,041 shares 37,041 $4.51M 0.2% -3,333 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: 28,378 shares; 2024Q4: 34,765 shares; 2025Q1: 40,889 shares; 2025Q2: 43,369 shares; 2025Q3: 49,535 shares; 2025Q4: 105,517 shares 105,517 $4.5M 0.2% +55,982 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,428 shares; 2024Q4: 65,289 shares; 2025Q1: 63,054 shares; 2025Q2: 60,411 shares; 2025Q3: 58,038 shares; 2025Q4: 60,661 shares 60,661 $4.46M 0.2% +2,623 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: 53,349 shares; 2024Q4: 48,968 shares; 2025Q1: 47,141 shares; 2025Q2: 43,921 shares; 2025Q3: 42,019 shares; 2025Q4: 41,698 shares 41,698 $4.39M 0.2% -321 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: 15,432 shares; 2024Q4: 14,613 shares; 2025Q1: 14,022 shares; 2025Q2: 13,252 shares; 2025Q3: 12,535 shares; 2025Q4: 12,152 shares 12,152 $4.19M 0.19% -383 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,007 shares; 2025Q3: 46,886 shares; 2025Q4: 55,369 shares 55,369 $4.1M 0.18% +8,483 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: 16,371 shares; 2024Q4: 15,470 shares; 2025Q1: 14,109 shares; 2025Q2: 14,797 shares; 2025Q3: 17,871 shares; 2025Q4: 19,683 shares 19,683 $4.07M 0.18% +1,812 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,746 shares; 2024Q4: 29,055 shares; 2025Q1: 28,232 shares; 2025Q2: 26,864 shares; 2025Q3: 25,536 shares; 2025Q4: 24,912 shares 24,912 $4.03M 0.18% -624 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: 8,592 shares; 2024Q4: 8,592 shares; 2025Q1: 8,524 shares; 2025Q2: 7,898 shares; 2025Q3: 20,104 shares; 2025Q4: 20,950 shares 20,950 $4M 0.18% +846 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: 3,387 shares; 2024Q4: 18,058 shares; 2025Q1: 3,362 shares; 2025Q2: 5,204 shares; 2025Q3: 10,214 shares; 2025Q4: 18,836 shares 18,836 $3.96M 0.18% +8,622 Timeline EPI 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: 47,433 shares; 2024Q4: 63,800 shares; 2025Q1: 87,714 shares; 2025Q2: 88,580 shares; 2025Q3: 93,493 shares; 2025Q4: 84,725 shares 84,725 $3.92M 0.18% -8,768 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: 120,682 shares; 2024Q4: 117,457 shares; 2025Q1: 102,739 shares; 2025Q2: 101,463 shares; 2025Q3: 104,459 shares; 2025Q4: 94,662 shares 94,662 $3.86M 0.17% -9,797 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: 100,427 shares; 2024Q4: 160,016 shares; 2025Q1: 189,624 shares; 2025Q2: 193,676 shares; 2025Q3: 201,355 shares; 2025Q4: 207,904 shares 207,904 $3.79M 0.17% +6,549 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 5 shares 5 $3.77M 0.17% +1 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: 24,732 shares; 2024Q4: 25,292 shares; 2025Q1: 24,940 shares; 2025Q2: 24,062 shares; 2025Q3: 25,555 shares; 2025Q4: 25,127 shares 25,127 $3.6M 0.16% -428 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: 2,612 shares; 2024Q4: 4,969 shares; 2025Q1: 4,630 shares; 2025Q2: 4,606 shares; 2025Q3: 6,427 shares; 2025Q4: 10,736 shares 10,736 $3.6M 0.16% +4,309 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,450 shares; 2025Q1: 6,264 shares; 2025Q2: 6,423 shares; 2025Q3: 6,633 shares; 2025Q4: 6,278 shares 6,278 $3.58M 0.16% -355 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: 28,564 shares; 2024Q4: 26,797 shares; 2025Q1: 25,297 shares; 2025Q2: 29,404 shares; 2025Q3: 28,845 shares; 2025Q4: 29,166 shares 29,166 $3.58M 0.16% +321 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: 12,313 shares; 2024Q4: 12,158 shares; 2025Q1: 15,989 shares; 2025Q2: 15,094 shares; 2025Q3: 54,121 shares; 2025Q4: 54,167 shares 54,167 $3.58M 0.16% +46 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: 20,792 shares; 2024Q4: 21,303 shares; 2025Q1: 21,338 shares; 2025Q2: 21,784 shares; 2025Q3: 22,454 shares; 2025Q4: 21,539 shares 21,539 $3.45M 0.16% -915 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: 8,318 shares; 2024Q4: 8,378 shares; 2025Q1: 8,387 shares; 2025Q2: 8,481 shares; 2025Q3: 9,067 shares; 2025Q4: 9,155 shares 9,155 $3.39M 0.15% +88 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,670 shares; 2024Q4: 82,319 shares; 2025Q1: 76,854 shares; 2025Q2: 78,625 shares; 2025Q3: 74,559 shares; 2025Q4: 78,368 shares 78,368 $3.36M 0.15% +3,809 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,843 shares; 2025Q2: 12,424 shares; 2025Q3: 20,215 shares; 2025Q4: 40,364 shares 40,364 $3.33M 0.15% +20,149 Timeline VTWO 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: 65,303 shares; 2024Q4: 65,185 shares; 2025Q1: 71,532 shares; 2025Q2: 80,230 shares; 2025Q3: 60,080 shares; 2025Q4: 33,341 shares 33,341 $3.32M 0.15% -26,739 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: 1,030 shares; 2024Q4: 1,710 shares; 2025Q1: 1,833 shares; 2025Q2: 1,839 shares; 2025Q3: 3,893 shares; 2025Q4: 5,129 shares 5,129 $3.22M 0.14% +1,236 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,676 shares; 2024Q4: 22,063 shares; 2025Q1: 18,893 shares; 2025Q2: 18,750 shares; 2025Q3: 19,787 shares; 2025Q4: 20,831 shares 20,831 $3.2M 0.14% +1,044 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: 12,874 shares; 2024Q4: 14,328 shares; 2025Q1: 14,138 shares; 2025Q2: 14,274 shares; 2025Q3: 14,537 shares; 2025Q4: 14,559 shares 14,559 $3.2M 0.14% +22 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: 14,321 shares; 2024Q4: 13,407 shares; 2025Q1: 13,034 shares; 2025Q2: 12,664 shares; 2025Q3: 12,309 shares; 2025Q4: 12,325 shares 12,325 $3.17M 0.14% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,650 shares; 2025Q4: 20,628 shares 20,628 $3.07M 0.14% +7,978 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: 14,885 shares; 2024Q4: 14,453 shares; 2025Q1: 13,896 shares; 2025Q2: 19,971 shares; 2025Q3: 19,345 shares; 2025Q4: 17,631 shares 17,631 $3.06M 0.14% -1,714 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,918 shares; 2024Q4: 36,156 shares; 2025Q1: 32,512 shares; 2025Q2: 31,532 shares; 2025Q3: 37,225 shares; 2025Q4: 38,680 shares 38,680 $3M 0.14% +1,455 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,296 shares; 2024Q4: 40,173 shares; 2025Q1: 36,458 shares; 2025Q2: 34,385 shares; 2025Q3: 31,046 shares; 2025Q4: 30,812 shares 30,812 $2.99M 0.13% -234 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,863 shares; 2024Q4: 33,163 shares; 2025Q1: 31,721 shares; 2025Q2: 30,412 shares; 2025Q3: 28,248 shares; 2025Q4: 28,146 shares 28,146 $2.97M 0.13% -102 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: 17,968 shares; 2024Q4: 20,102 shares; 2025Q1: 19,338 shares; 2025Q2: 18,429 shares; 2025Q3: 18,261 shares; 2025Q4: 18,032 shares 18,032 $2.94M 0.13% -229 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: 9,138 shares; 2024Q4: 9,231 shares; 2025Q1: 8,746 shares; 2025Q2: 8,496 shares; 2025Q3: 7,630 shares; 2025Q4: 6,282 shares 6,282 $2.93M 0.13% -1,348 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,278 shares; 2024Q4: 5,882 shares; 2025Q1: 4,592 shares; 2025Q2: 10,605 shares; 2025Q3: 9,203 shares; 2025Q4: 10,768 shares 10,768 $2.89M 0.13% +1,565 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: 11,494 shares; 2024Q4: 11,100 shares; 2025Q1: 10,623 shares; 2025Q2: 10,158 shares; 2025Q3: 9,555 shares; 2025Q4: 8,561 shares 8,561 $2.88M 0.13% -994 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: 3,039 shares; 2024Q4: 3,200 shares; 2025Q1: 3,338 shares; 2025Q2: 3,368 shares; 2025Q3: 3,050 shares; 2025Q4: 3,263 shares 3,263 $2.87M 0.13% +213 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: 59,193 shares; 2024Q4: 73,276 shares; 2025Q1: 75,713 shares; 2025Q2: 76,490 shares; 2025Q3: 76,334 shares; 2025Q4: 74,556 shares 74,556 $2.82M 0.13% -1,778 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,570 shares; 2024Q4: 122,356 shares; 2025Q1: 117,414 shares; 2025Q2: 116,079 shares; 2025Q3: 73,508 shares; 2025Q4: 63,249 shares 63,249 $2.8M 0.13% -10,259 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,179 shares; 2024Q4: 15,637 shares; 2025Q1: 12,754 shares; 2025Q2: 9,419 shares; 2025Q3: 9,427 shares; 2025Q4: 9,277 shares 9,277 $2.79M 0.13% -150 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 5,991 shares; 2025Q1: 4,116 shares; 2025Q2: 3,586 shares; 2025Q3: 4,066 shares; 2025Q4: 4,753 shares 4,753 $2.75M 0.12% +687 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,449 shares; 2025Q2: 9,449 shares; 2025Q3: 36,177 shares; 2025Q4: 40,565 shares 40,565 $2.72M 0.12% +4,388 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,730 shares; 2024Q4: 25,392 shares; 2025Q1: 24,620 shares; 2025Q2: 13,208 shares; 2025Q3: 12,810 shares; 2025Q4: 12,505 shares 12,505 $2.65M 0.12% -305 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,944 shares 40,944 $2.62M 0.12% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,287 shares; 2024Q4: 78,468 shares; 2025Q1: 71,119 shares; 2025Q2: 68,544 shares; 2025Q3: 66,995 shares; 2025Q4: 64,871 shares 64,871 $2.62M 0.12% -2,124 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,769 shares; 2024Q4: 40,089 shares; 2025Q1: 38,832 shares; 2025Q2: 37,984 shares; 2025Q3: 35,258 shares; 2025Q4: 33,366 shares 33,366 $2.57M 0.12% -1,892 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,099 shares; 2025Q4: 48,607 shares 48,607 $2.56M 0.12% +26,508 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,623 shares; 2024Q4: 46,664 shares; 2025Q1: 46,700 shares; 2025Q2: 44,190 shares; 2025Q3: 39,956 shares; 2025Q4: 37,198 shares 37,198 $2.55M 0.11% -2,758 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,494 shares; 2024Q4: 58,470 shares; 2025Q1: 57,027 shares; 2025Q2: 56,580 shares; 2025Q3: 44,388 shares; 2025Q4: 44,839 shares 44,839 $2.54M 0.11% +451 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: 1,807 shares; 2024Q4: 1,939 shares; 2025Q1: 2,050 shares; 2025Q2: 4,014 shares; 2025Q3: 4,033 shares; 2025Q4: 4,394 shares 4,394 $2.49M 0.11% +361 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: 18,038 shares; 2024Q4: 17,710 shares; 2025Q1: 16,253 shares; 2025Q2: 14,797 shares; 2025Q3: 15,084 shares; 2025Q4: 13,973 shares 13,973 $2.48M 0.11% -1,111 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: 12,030 shares; 2024Q4: 13,053 shares; 2025Q1: 11,814 shares; 2025Q2: 11,244 shares; 2025Q3: 11,389 shares; 2025Q4: 9,527 shares 9,527 $2.47M 0.11% -1,862 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: 3,210 shares; 2024Q4: 3,335 shares; 2025Q1: 3,103 shares; 2025Q2: 3,223 shares; 2025Q3: 3,800 shares; 2025Q4: 4,255 shares 4,255 $2.44M 0.11% +455 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,086 shares; 2024Q4: 30,602 shares; 2025Q1: 30,589 shares; 2025Q2: 28,870 shares; 2025Q3: 26,985 shares; 2025Q4: 25,790 shares 25,790 $2.43M 0.11% -1,195 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: 29,362 shares; 2024Q4: 33,871 shares; 2025Q1: 34,276 shares; 2025Q2: 34,174 shares; 2025Q3: 34,176 shares; 2025Q4: 33,540 shares 33,540 $2.4M 0.11% -636 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,383 shares; 2024Q4: 22,077 shares; 2025Q1: 20,695 shares; 2025Q2: 19,851 shares; 2025Q3: 19,903 shares; 2025Q4: 12,632 shares 12,632 $2.38M 0.11% -7,271 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,586 shares; 2024Q4: 19,030 shares; 2025Q1: 18,850 shares; 2025Q2: 18,748 shares; 2025Q3: 16,134 shares; 2025Q4: 12,714 shares 12,714 $2.36M 0.11% -3,420 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: 86,841 shares; 2024Q4: 84,639 shares; 2025Q1: 85,289 shares; 2025Q2: 83,111 shares; 2025Q3: 95,981 shares; 2025Q4: 94,402 shares 94,402 $2.34M 0.11% -1,579 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: 5,238 shares; 2024Q4: 5,783 shares; 2025Q1: 5,383 shares; 2025Q2: 5,303 shares; 2025Q3: 4,329 shares; 2025Q4: 4,449 shares 4,449 $2.33M 0.1% +120 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: 12,489 shares; 2024Q4: 12,535 shares; 2025Q1: 11,825 shares; 2025Q2: 10,609 shares; 2025Q3: 8,642 shares; 2025Q4: 6,994 shares 6,994 $2.31M 0.1% -1,648 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: 1,912 shares; 2024Q4: 2,021 shares; 2025Q1: 1,930 shares; 2025Q2: 1,997 shares; 2025Q3: 2,254 shares; 2025Q4: 24,358 shares 24,358 $2.28M 0.1% +22,104 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,675 shares 34,675 $2.27M 0.1% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,375 shares; 2024Q4: 17,775 shares; 2025Q1: 16,685 shares; 2025Q2: 15,041 shares; 2025Q3: 13,860 shares; 2025Q4: 13,724 shares 13,724 $2.23M 0.1% -136 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: 2,795 shares; 2024Q4: 2,535 shares; 2025Q1: 2,573 shares; 2025Q2: 2,461 shares; 2025Q3: 4,685 shares; 2025Q4: 4,547 shares 4,547 $2.22M 0.1% -138 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: 31,594 shares; 2024Q4: 28,506 shares; 2025Q1: 27,218 shares; 2025Q2: 27,013 shares; 2025Q3: 27,013 shares; 2025Q4: 26,630 shares 26,630 $2.15M 0.1% -383 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: 9,874 shares; 2024Q4: 9,401 shares; 2025Q1: 8,992 shares; 2025Q2: 8,717 shares; 2025Q3: 8,653 shares; 2025Q4: 8,684 shares 8,684 $2.15M 0.1% +31 Timeline RFG 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: 46,561 shares; 2024Q4: 45,786 shares; 2025Q1: 45,708 shares; 2025Q2: 43,575 shares; 2025Q3: 41,280 shares; 2025Q4: 40,380 shares 40,380 $2.12M 0.1% -900 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: 23,478 shares; 2024Q4: 19,743 shares; 2025Q1: 20,000 shares; 2025Q2: 19,482 shares; 2025Q3: 19,319 shares; 2025Q4: 22,031 shares 22,031 $2.12M 0.1% +2,712 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,956 shares; 2025Q4: 26,351 shares 26,351 $2.11M 0.1% +1,395 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: 17,387 shares; 2024Q4: 17,757 shares; 2025Q1: 17,940 shares; 2025Q2: 18,263 shares; 2025Q3: 18,914 shares; 2025Q4: 17,883 shares 17,883 $2.09M 0.09% -1,031 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,083 shares; 2024Q4: 30,369 shares; 2025Q1: 28,901 shares; 2025Q2: 38,855 shares; 2025Q3: 33,053 shares; 2025Q4: 30,506 shares 30,506 $2.08M 0.09% -2,547 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,444 shares; 2024Q4: 18,258 shares; 2025Q1: 16,945 shares; 2025Q2: 17,165 shares; 2025Q3: 16,288 shares; 2025Q4: 20,406 shares 20,406 $2.06M 0.09% +4,118 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: 15,467 shares; 2024Q4: 13,566 shares; 2025Q1: 13,471 shares; 2025Q2: 13,857 shares; 2025Q3: 15,998 shares; 2025Q4: 14,318 shares 14,318 $2.05M 0.09% -1,680 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: 964 shares; 2024Q4: 1,023 shares; 2025Q1: 1,412 shares; 2025Q2: 1,686 shares; 2025Q3: 2,236 shares; 2025Q4: 2,315 shares 2,315 $2.03M 0.09% +79 Timeline SMB 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: 192,765 shares; 2024Q4: 185,647 shares; 2025Q1: 175,920 shares; 2025Q2: 167,231 shares; 2025Q3: 131,390 shares; 2025Q4: 116,601 shares 116,601 $2.03M 0.09% -14,789 Timeline DON 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: 46,441 shares; 2024Q4: 45,524 shares; 2025Q1: 44,529 shares; 2025Q2: 43,391 shares; 2025Q3: 40,504 shares; 2025Q4: 38,656 shares 38,656 $1.99M 0.09% -1,848 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: 6,387 shares; 2024Q4: 7,285 shares; 2025Q1: 6,778 shares; 2025Q2: 8,434 shares; 2025Q3: 9,824 shares; 2025Q4: 10,135 shares 10,135 $1.98M 0.09% +311 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: 11,383 shares; 2024Q4: 12,067 shares; 2025Q1: 11,644 shares; 2025Q2: 10,692 shares; 2025Q3: 13,526 shares; 2025Q4: 12,886 shares 12,886 $1.96M 0.09% -640 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,081 shares; 2024Q4: 39,107 shares; 2025Q1: 39,126 shares; 2025Q2: 36,121 shares; 2025Q3: 35,758 shares; 2025Q4: 33,517 shares 33,517 $1.96M 0.09% -2,241 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,634 shares; 2025Q1: 1,625 shares; 2025Q2: 1,730 shares; 2025Q3: 6,544 shares; 2025Q4: 9,066 shares 9,066 $1.92M 0.09% +2,522 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: 17,327 shares; 2024Q4: 17,414 shares; 2025Q1: 16,917 shares; 2025Q2: 16,554 shares; 2025Q3: 16,729 shares; 2025Q4: 16,456 shares 16,456 $1.9M 0.09% -273 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: 7,456 shares; 2024Q4: 7,788 shares; 2025Q1: 7,379 shares; 2025Q2: 4,428 shares; 2025Q3: 4,681 shares; 2025Q4: 4,362 shares 4,362 $1.86M 0.08% -319 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: 26,771 shares; 2024Q4: 25,589 shares; 2025Q1: 24,536 shares; 2025Q2: 24,342 shares; 2025Q3: 24,047 shares; 2025Q4: 25,140 shares 25,140 $1.85M 0.08% +1,093 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: 20,074 shares; 2024Q4: 21,914 shares; 2025Q1: 20,645 shares; 2025Q2: 21,387 shares; 2025Q3: 21,216 shares; 2025Q4: 19,609 shares 19,609 $1.81M 0.08% -1,607 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,038 shares; 2025Q4: 17,309 shares 17,309 $1.8M 0.08% +2,271 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 4,517 shares; 2025Q1: 4,413 shares; 2025Q2: 4,240 shares; 2025Q3: 4,256 shares; 2025Q4: 3,827 shares 3,827 $1.8M 0.08% -429 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: 7,525 shares; 2024Q4: 7,341 shares; 2025Q1: 7,668 shares; 2025Q2: 7,786 shares; 2025Q3: 9,601 shares; 2025Q4: 9,766 shares 9,766 $1.79M 0.08% +165 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,498 shares; 2024Q4: 26,498 shares; 2025Q1: 26,498 shares; 2025Q2: 26,498 shares; 2025Q3: 26,498 shares; 2025Q4: 26,498 shares 26,498 $1.76M 0.08% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,253 shares; 2024Q4: 9,183 shares; 2025Q1: 8,963 shares; 2025Q2: 9,002 shares; 2025Q3: 9,258 shares; 2025Q4: 8,672 shares 8,672 $1.76M 0.08% -586 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: 15,380 shares; 2024Q4: 16,421 shares; 2025Q1: 15,730 shares; 2025Q2: 15,132 shares; 2025Q3: 15,245 shares; 2025Q4: 14,997 shares 14,997 $1.76M 0.08% -248 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,032 shares; 2024Q4: 36,363 shares; 2025Q1: 33,498 shares; 2025Q2: 32,182 shares; 2025Q3: 30,502 shares; 2025Q4: 30,804 shares 30,804 $1.74M 0.08% +302 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: 25,722 shares; 2024Q4: 26,197 shares; 2025Q1: 32,487 shares; 2025Q2: 32,013 shares; 2025Q3: 32,683 shares; 2025Q4: 28,660 shares 28,660 $1.72M 0.08% -4,023 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: 11,704 shares; 2024Q4: 12,447 shares; 2025Q1: 12,906 shares; 2025Q2: 13,242 shares; 2025Q3: 13,746 shares; 2025Q4: 13,742 shares 13,742 $1.72M 0.08% -4 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: 24,148 shares; 2024Q4: 27,473 shares; 2025Q1: 26,893 shares; 2025Q2: 26,539 shares; 2025Q3: 28,351 shares; 2025Q4: 27,520 shares 27,520 $1.72M 0.08% -831 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: 21,768 shares; 2024Q4: 20,241 shares; 2025Q1: 19,193 shares; 2025Q2: 18,982 shares; 2025Q3: 15,223 shares; 2025Q4: 13,159 shares 13,159 $1.72M 0.08% -2,064 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: 32,948 shares; 2024Q4: 32,835 shares; 2025Q1: 31,809 shares; 2025Q2: 31,907 shares; 2025Q3: 31,788 shares; 2025Q4: 31,678 shares 31,678 $1.69M 0.08% -110 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: 4,672 shares; 2024Q4: 5,032 shares; 2025Q1: 5,032 shares; 2025Q2: 5,032 shares; 2025Q3: 5,784 shares; 2025Q4: 5,341 shares 5,341 $1.68M 0.08% -443 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: 5,320 shares; 2024Q4: 5,627 shares; 2025Q1: 5,475 shares; 2025Q2: 6,802 shares; 2025Q3: 7,021 shares; 2025Q4: 6,877 shares 6,877 $1.67M 0.07% -144 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: 11,393 shares; 2024Q4: 12,576 shares; 2025Q1: 12,033 shares; 2025Q2: 11,293 shares; 2025Q3: 11,106 shares; 2025Q4: 10,759 shares 10,759 $1.66M 0.07% -347 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: 44,462 shares; 2024Q4: 42,536 shares; 2025Q1: 39,337 shares; 2025Q2: 37,558 shares; 2025Q3: 37,558 shares; 2025Q4: 36,033 shares 36,033 $1.65M 0.07% -1,525 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,181 shares; 2024Q4: 22,751 shares; 2025Q1: 22,016 shares; 2025Q2: 21,984 shares; 2025Q3: 22,801 shares; 2025Q4: 20,838 shares 20,838 $1.64M 0.07% -1,963 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,670 shares; 2024Q4: 14,769 shares; 2025Q1: 14,736 shares; 2025Q2: 14,597 shares; 2025Q3: 14,243 shares; 2025Q4: 14,417 shares 14,417 $1.64M 0.07% +174 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,093 shares; 2024Q4: 88,234 shares; 2025Q1: 78,694 shares; 2025Q2: 75,292 shares; 2025Q3: 70,888 shares; 2025Q4: 62,778 shares 62,778 $1.61M 0.07% -8,110 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: 6,918 shares; 2024Q4: 9,123 shares; 2025Q1: 10,103 shares; 2025Q2: 14,583 shares; 2025Q3: 21,608 shares; 2025Q4: 22,426 shares 22,426 $1.6M 0.07% +818 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: 9,651 shares; 2025Q1: 11,702 shares; 2025Q2: 11,487 shares; 2025Q3: 12,104 shares; 2025Q4: 12,223 shares 12,223 $1.6M 0.07% +119 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,993 shares; 2024Q4: 30,358 shares; 2025Q1: 28,404 shares; 2025Q2: 27,379 shares; 2025Q3: 28,012 shares; 2025Q4: 27,353 shares 27,353 $1.6M 0.07% -659 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,284 shares; 2024Q4: 15,093 shares; 2025Q1: 14,753 shares; 2025Q2: 15,335 shares; 2025Q3: 15,637 shares; 2025Q4: 16,220 shares 16,220 $1.56M 0.07% +583 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,117 shares 19,117 $1.54M 0.07% new 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: 75,533 shares; 2024Q4: 58,574 shares; 2025Q1: 51,883 shares; 2025Q2: 53,776 shares; 2025Q3: 62,297 shares; 2025Q4: 61,973 shares 61,973 $1.54M 0.07% -324 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,459 shares 28,459 $1.53M 0.07% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,745 shares; 2025Q1: 3,993 shares; 2025Q2: 6,874 shares; 2025Q3: 6,858 shares; 2025Q4: 7,162 shares 7,162 $1.53M 0.07% +304 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: 83,928 shares; 2024Q4: 54,124 shares; 2025Q1: 61,998 shares; 2025Q2: 43,170 shares; 2025Q3: 85,797 shares; 2025Q4: 115,466 shares 115,466 $1.51M 0.07% +29,669 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,433 shares; 2025Q4: 25,236 shares 25,236 $1.51M 0.07% +11,803 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,341 shares; 2024Q4: 37,514 shares; 2025Q1: 35,580 shares; 2025Q2: 34,380 shares; 2025Q3: 34,030 shares; 2025Q4: 33,580 shares 33,580 $1.51M 0.07% -450 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: 23,055 shares; 2024Q4: 22,061 shares; 2025Q1: 24,872 shares; 2025Q2: 27,827 shares; 2025Q3: 42,164 shares; 2025Q4: 41,268 shares 41,268 $1.5M 0.07% -896 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,146 shares; 2024Q4: 12,178 shares; 2025Q1: 11,878 shares; 2025Q2: 11,488 shares; 2025Q3: 11,304 shares; 2025Q4: 9,060 shares 9,060 $1.48M 0.07% -2,244 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,037 shares; 2024Q4: 13,277 shares; 2025Q1: 12,263 shares; 2025Q2: 12,000 shares; 2025Q3: 10,602 shares; 2025Q4: 10,633 shares 10,633 $1.48M 0.07% +31 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: 988 shares; 2024Q4: 1,045 shares; 2025Q1: 1,173 shares; 2025Q2: 1,800 shares; 2025Q3: 4,162 shares; 2025Q4: 4,710 shares 4,710 $1.47M 0.07% +548 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: 4,980 shares; 2024Q4: 5,304 shares; 2025Q1: 5,434 shares; 2025Q2: 4,287 shares; 2025Q3: 4,550 shares; 2025Q4: 5,320 shares 5,320 $1.41M 0.06% +770 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,887 shares; 2024Q4: 37,897 shares; 2025Q1: 35,533 shares; 2025Q2: 34,674 shares; 2025Q3: 27,818 shares; 2025Q4: 29,022 shares 29,022 $1.41M 0.06% +1,204 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: not reported; 2025Q2: not reported; 2025Q3: 41,997 shares; 2025Q4: 46,376 shares 46,376 $1.4M 0.06% +4,379 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,807 shares; 2025Q1: 3,981 shares; 2025Q2: 4,367 shares; 2025Q3: 5,077 shares; 2025Q4: 7,875 shares 7,875 $1.4M 0.06% +2,798 Timeline OVBC OHIO VY BANC CORP More: the full row for OHIO VY BANC 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: 40,373 shares; 2025Q3: 34,749 shares; 2025Q4: 34,749 shares 34,749 $1.39M 0.06% 0 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: 40,143 shares; 2024Q4: 39,837 shares; 2025Q1: 39,887 shares; 2025Q2: 36,431 shares; 2025Q3: 35,985 shares; 2025Q4: 23,661 shares 23,661 $1.36M 0.06% -12,324 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: 16,779 shares; 2024Q4: 18,119 shares; 2025Q1: 19,868 shares; 2025Q2: 20,161 shares; 2025Q3: 20,900 shares; 2025Q4: 21,144 shares 21,144 $1.36M 0.06% +244 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: 1,897 shares; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 8,107 shares; 2025Q3: 8,107 shares; 2025Q4: 8,107 shares 8,107 $1.36M 0.06% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,366 shares; 2024Q4: 19,872 shares; 2025Q1: 24,778 shares; 2025Q2: 28,849 shares; 2025Q3: 28,197 shares; 2025Q4: 27,986 shares 27,986 $1.34M 0.06% -211 Timeline VTWG 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: 2,233 shares; 2025Q1: 3,417 shares; 2025Q2: 5,204 shares; 2025Q3: 8,471 shares; 2025Q4: 5,641 shares 5,641 $1.33M 0.06% -2,830 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: 43,354 shares; 2024Q4: 48,292 shares; 2025Q1: 47,261 shares; 2025Q2: 47,418 shares; 2025Q3: 39,669 shares; 2025Q4: 38,265 shares 38,265 $1.33M 0.06% -1,404 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: 3,550 shares; 2024Q4: 3,571 shares; 2025Q1: 3,498 shares; 2025Q2: 3,637 shares; 2025Q3: 3,659 shares; 2025Q4: 3,702 shares 3,702 $1.31M 0.06% +43 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: 8,132 shares; 2024Q4: 8,915 shares; 2025Q1: 8,892 shares; 2025Q2: 8,804 shares; 2025Q3: 8,780 shares; 2025Q4: 9,260 shares 9,260 $1.31M 0.06% +480 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: 11,947 shares; 2024Q4: 13,401 shares; 2025Q1: 14,797 shares; 2025Q2: 15,072 shares; 2025Q3: 16,935 shares; 2025Q4: 18,505 shares 18,505 $1.29M 0.06% +1,570 Timeline FEX 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: 7,456 shares; 2024Q4: 10,550 shares; 2025Q1: 10,539 shares; 2025Q2: 10,637 shares; 2025Q3: 10,504 shares; 2025Q4: 10,504 shares 10,504 $1.25M 0.06% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,184 shares; 2024Q4: 16,461 shares; 2025Q1: 16,098 shares; 2025Q2: 15,719 shares; 2025Q3: 15,887 shares; 2025Q4: 15,488 shares 15,488 $1.24M 0.06% -399 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: 25,722 shares; 2024Q4: 29,543 shares; 2025Q1: 27,802 shares; 2025Q2: 27,680 shares; 2025Q3: 27,300 shares; 2025Q4: 24,678 shares 24,678 $1.23M 0.06% -2,622 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 707 shares; 2025Q1: 730 shares; 2025Q2: 750 shares; 2025Q3: 1,008 shares; 2025Q4: 1,831 shares 1,831 $1.2M 0.05% +823 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,216 shares; 2024Q4: 16,554 shares; 2025Q1: 15,649 shares; 2025Q2: 15,440 shares; 2025Q3: 15,610 shares; 2025Q4: 14,886 shares 14,886 $1.2M 0.05% -724 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: 3,089 shares; 2024Q4: 3,075 shares; 2025Q1: 2,636 shares; 2025Q2: 2,506 shares; 2025Q3: 2,609 shares; 2025Q4: 3,200 shares 3,200 $1.2M 0.05% +591 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,877 shares; 2025Q2: 33,825 shares; 2025Q3: 25,780 shares; 2025Q4: 25,435 shares 25,435 $1.19M 0.05% -345 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,880 shares; 2024Q4: 23,818 shares; 2025Q1: 23,007 shares; 2025Q2: 20,651 shares; 2025Q3: 20,601 shares; 2025Q4: 20,601 shares 20,601 $1.18M 0.05% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 7,720 shares; 2025Q1: 8,148 shares; 2025Q2: 9,479 shares; 2025Q3: 9,514 shares; 2025Q4: 9,635 shares 9,635 $1.17M 0.05% +121 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares; 2025Q4: 2,837 shares 2,837 $1.17M 0.05% +90 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 6,372 shares; 2025Q1: 9,832 shares; 2025Q2: 10,329 shares; 2025Q3: 12,053 shares; 2025Q4: 12,503 shares 12,503 $1.17M 0.05% +450 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: 11,216 shares; 2024Q4: 12,394 shares; 2025Q1: 12,805 shares; 2025Q2: 13,110 shares; 2025Q3: 12,681 shares; 2025Q4: 13,298 shares 13,298 $1.16M 0.05% +617 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 5,525 shares; 2025Q1: 7,491 shares; 2025Q2: 6,402 shares; 2025Q3: 7,542 shares; 2025Q4: 10,272 shares 10,272 $1.16M 0.05% +2,730 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: 617 shares; 2024Q4: 807 shares; 2025Q1: 946 shares; 2025Q2: 999 shares; 2025Q3: 1,063 shares; 2025Q4: 954 shares 954 $1.16M 0.05% -109 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,653 shares; 2024Q4: 10,780 shares; 2025Q1: 11,019 shares; 2025Q2: 24,675 shares; 2025Q3: 25,573 shares; 2025Q4: 26,450 shares 26,450 $1.15M 0.05% +877 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 13,777 shares; 2025Q1: 13,863 shares; 2025Q2: 13,867 shares; 2025Q3: 11,128 shares; 2025Q4: 11,944 shares 11,944 $1.14M 0.05% +816 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: 5,066 shares; 2024Q4: 5,069 shares; 2025Q1: 3,945 shares; 2025Q2: 3,945 shares; 2025Q3: 3,821 shares; 2025Q4: 3,748 shares 3,748 $1.13M 0.05% -73 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,517 shares; 2024Q4: 15,607 shares; 2025Q1: 15,055 shares; 2025Q2: 16,457 shares; 2025Q3: 15,388 shares; 2025Q4: 13,916 shares 13,916 $1.12M 0.05% -1,472 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 25,443 shares; 2025Q1: 19,420 shares; 2025Q2: 24,619 shares; 2025Q3: 7,669 shares; 2025Q4: 12,206 shares 12,206 $1.12M 0.05% +4,537 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: 636 shares; 2025Q1: 799 shares; 2025Q2: 780 shares; 2025Q3: 988 shares; 2025Q4: 1,039 shares 1,039 $1.11M 0.05% +51 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,065 shares; 2025Q3: 2,818 shares; 2025Q4: 3,881 shares 3,881 $1.11M 0.05% +1,063 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: 2,268 shares; 2024Q4: 2,344 shares; 2025Q1: 2,407 shares; 2025Q2: 2,553 shares; 2025Q3: 3,459 shares; 2025Q4: 3,582 shares 3,582 $1.1M 0.05% +123 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: 23,946 shares; 2024Q4: 24,670 shares; 2025Q1: 23,482 shares; 2025Q2: 22,908 shares; 2025Q3: 23,386 shares; 2025Q4: 22,494 shares 22,494 $1.1M 0.05% -892 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,820 shares; 2025Q1: 5,921 shares; 2025Q2: 6,011 shares; 2025Q3: 6,378 shares; 2025Q4: 6,803 shares 6,803 $1.1M 0.05% +425 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,464 shares; 2024Q4: 154,537 shares; 2025Q1: 146,716 shares; 2025Q2: 137,237 shares; 2025Q3: 78,719 shares; 2025Q4: 37,787 shares 37,787 $1.08M 0.05% -40,932 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,356 shares; 2025Q1: 2,545 shares; 2025Q2: 2,524 shares; 2025Q3: 2,808 shares; 2025Q4: 3,366 shares 3,366 $1.07M 0.05% +558 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: 1,978 shares; 2024Q4: 4,247 shares; 2025Q1: 4,523 shares; 2025Q2: 4,559 shares; 2025Q3: 6,507 shares; 2025Q4: 5,810 shares 5,810 $1.07M 0.05% -697 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: 20,021 shares; 2024Q4: 19,654 shares; 2025Q1: 18,996 shares; 2025Q2: 6,407 shares; 2025Q3: 8,388 shares; 2025Q4: 8,987 shares 8,987 $1.02M 0.05% +599 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: 121,100 shares; 2024Q4: 116,097 shares; 2025Q1: 88,501 shares; 2025Q2: 70,214 shares; 2025Q3: 21,887 shares; 2025Q4: 19,655 shares 19,655 $1.02M 0.05% -2,232 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,254 shares; 2025Q4: 34,059 shares 34,059 $1.02M 0.05% +6,805 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: 589 shares; 2024Q4: 544 shares; 2025Q1: 571 shares; 2025Q2: 11,395 shares; 2025Q3: 10,893 shares; 2025Q4: 11,024 shares 11,024 $1.01M 0.05% +131 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: 9,030 shares; 2024Q4: 9,700 shares; 2025Q1: 10,272 shares; 2025Q2: 9,997 shares; 2025Q3: 9,842 shares; 2025Q4: 10,842 shares 10,842 $992K 0.04% +1,000 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: 4,500 shares; 2024Q4: 4,545 shares; 2025Q1: 4,435 shares; 2025Q2: 4,078 shares; 2025Q3: 3,040 shares; 2025Q4: 2,333 shares 2,333 $985K 0.04% -707 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,481 shares; 2024Q4: 23,462 shares; 2025Q1: 22,228 shares; 2025Q2: 21,275 shares; 2025Q3: 21,711 shares; 2025Q4: 21,835 shares 21,835 $978K 0.04% +124 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,350 shares; 2025Q4: 16,711 shares 16,711 $971K 0.04% +5,361 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,841 shares; 2024Q4: 32,541 shares; 2025Q1: 32,071 shares; 2025Q2: 35,089 shares; 2025Q3: 35,749 shares; 2025Q4: 35,699 shares 35,699 $967K 0.04% -50 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 6,524 shares; 2025Q1: 6,613 shares; 2025Q2: 6,597 shares; 2025Q3: 6,622 shares; 2025Q4: 6,687 shares 6,687 $959K 0.04% +65 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: 20,812 shares; 2024Q4: 19,898 shares; 2025Q1: 19,044 shares; 2025Q2: 18,026 shares; 2025Q3: 17,328 shares; 2025Q4: 15,822 shares 15,822 $948K 0.04% -1,506 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: 14,414 shares 14,414 $944K 0.04% new Timeline FJUL 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: 29,529 shares; 2024Q4: 29,568 shares; 2025Q1: 27,088 shares; 2025Q2: 25,488 shares; 2025Q3: 17,265 shares; 2025Q4: 16,760 shares 16,760 $937K 0.04% -505 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,919 shares 10,919 $937K 0.04% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,155 shares; 2025Q1: 3,147 shares; 2025Q2: 3,021 shares; 2025Q3: 3,196 shares; 2025Q4: 1,935 shares 1,935 $936K 0.04% -1,261 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,419 shares; 2025Q1: 3,605 shares; 2025Q2: 3,453 shares; 2025Q3: 3,886 shares; 2025Q4: 3,875 shares 3,875 $935K 0.04% -11 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,954 shares; 2024Q4: 23,854 shares; 2025Q1: 23,574 shares; 2025Q2: 23,319 shares; 2025Q3: 23,565 shares; 2025Q4: 22,265 shares 22,265 $930K 0.04% -1,300 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,259 shares; 2024Q4: 26,541 shares; 2025Q1: 16,107 shares; 2025Q2: 11,249 shares; 2025Q3: 10,124 shares; 2025Q4: 9,890 shares 9,890 $929K 0.04% -234 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 13,861 shares; 2025Q4: 14,034 shares 14,034 $925K 0.04% +173 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,323 shares; 2025Q1: 2,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,778 shares 9,778 $910K 0.04% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,459 shares; 2025Q1: 3,475 shares; 2025Q2: 3,355 shares; 2025Q3: 3,378 shares; 2025Q4: 3,291 shares 3,291 $906K 0.04% -87 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,545 shares; 2025Q1: 1,903 shares; 2025Q2: 1,955 shares; 2025Q3: 2,049 shares; 2025Q4: 1,892 shares 1,892 $881K 0.04% -157 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 1,056 shares; 2025Q1: 1,085 shares; 2025Q2: 1,042 shares; 2025Q3: 1,134 shares; 2025Q4: 5,740 shares 5,740 $879K 0.04% +4,606 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,815 shares; 2024Q4: 21,181 shares; 2025Q1: 17,633 shares; 2025Q2: 24,953 shares; 2025Q3: 24,766 shares; 2025Q4: 10,273 shares 10,273 $877K 0.04% -14,493 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,220 shares; 2025Q4: 9,220 shares 9,220 $868K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,001 shares; 2024Q4: 6,036 shares; 2025Q1: 5,103 shares; 2025Q2: 4,826 shares; 2025Q3: 4,581 shares; 2025Q4: 2,197 shares 2,197 $855K 0.04% -2,384 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,574 shares; 2025Q1: 2,346 shares; 2025Q2: 2,446 shares; 2025Q3: 2,522 shares; 2025Q4: 2,537 shares 2,537 $854K 0.04% +15 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: 940 shares; 2024Q4: 8,488 shares; 2025Q1: 10,607 shares; 2025Q2: 3,093 shares; 2025Q3: 3,575 shares; 2025Q4: 3,283 shares 3,283 $847K 0.04% -292 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: 6,629 shares; 2024Q4: 6,390 shares; 2025Q1: 4,294 shares; 2025Q2: 3,459 shares; 2025Q3: 3,091 shares; 2025Q4: 2,391 shares 2,391 $837K 0.04% -700 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: not reported; 2025Q2: 2,351 shares; 2025Q3: 5,381 shares; 2025Q4: 6,164 shares 6,164 $833K 0.04% +783 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: 4,499 shares; 2024Q4: 6,848 shares; 2025Q1: 6,848 shares; 2025Q2: 6,848 shares; 2025Q3: 6,848 shares; 2025Q4: 15,198 shares 15,198 $831K 0.04% +8,350 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: 5,209 shares; 2024Q4: 13,023 shares; 2025Q1: 13,338 shares; 2025Q2: 13,561 shares; 2025Q3: 14,586 shares; 2025Q4: 16,496 shares 16,496 $812K 0.04% +1,910 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: 3,669 shares; 2024Q4: 3,782 shares; 2025Q1: 3,824 shares; 2025Q2: 3,828 shares; 2025Q3: 3,547 shares; 2025Q4: 3,557 shares 3,557 $810K 0.04% +10 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: 15,365 shares; 2024Q4: 15,505 shares; 2025Q1: 14,243 shares; 2025Q2: 12,553 shares; 2025Q3: 13,186 shares; 2025Q4: 13,815 shares 13,815 $809K 0.04% +629 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 7,065 shares; 2025Q1: 6,935 shares; 2025Q2: 6,699 shares; 2025Q3: 6,881 shares; 2025Q4: 6,266 shares 6,266 $808K 0.04% -615 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: 2,455 shares; 2024Q4: 3,008 shares; 2025Q1: 3,160 shares; 2025Q2: 3,540 shares; 2025Q3: 4,284 shares; 2025Q4: 4,528 shares 4,528 $804K 0.04% +244 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: 7,414 shares; 2024Q4: 7,146 shares; 2025Q1: 7,156 shares; 2025Q2: 7,170 shares; 2025Q3: 7,270 shares; 2025Q4: 7,139 shares 7,139 $801K 0.04% -131 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,233 shares; 2024Q4: 16,255 shares; 2025Q1: 15,421 shares; 2025Q2: 14,986 shares; 2025Q3: 15,001 shares; 2025Q4: 14,621 shares 14,621 $798K 0.04% -380 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: 4,217 shares; 2024Q4: 4,195 shares; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 10,895 shares; 2025Q4: 10,838 shares 10,838 $797K 0.04% -57 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 10,305 shares; 2025Q1: 10,243 shares; 2025Q2: 10,251 shares; 2025Q3: 10,473 shares; 2025Q4: 10,507 shares 10,507 $776K 0.03% +34 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 12,363 shares; 2025Q1: 11,926 shares; 2025Q2: 11,011 shares; 2025Q3: 11,057 shares; 2025Q4: 11,470 shares 11,470 $772K 0.03% +413 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,264 shares 15,264 $770K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,515 shares 17,515 $770K 0.03% new 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: 3,759 shares; 2024Q4: 15,049 shares; 2025Q1: 15,066 shares; 2025Q2: 15,080 shares; 2025Q3: 23,256 shares; 2025Q4: 23,271 shares 23,271 $759K 0.03% +15 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,418 shares; 2025Q4: 30,855 shares 30,855 $758K 0.03% +5,437 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: 5,455 shares; 2024Q4: 3,703 shares; 2025Q1: 5,466 shares; 2025Q2: 6,145 shares; 2025Q3: 7,105 shares; 2025Q4: 7,959 shares 7,959 $745K 0.03% +854 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 12,998 shares; 2025Q1: 11,328 shares; 2025Q2: 11,319 shares; 2025Q3: 8,991 shares; 2025Q4: 7,274 shares 7,274 $745K 0.03% -1,717 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: 565 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 741 shares; 2025Q3: 828 shares; 2025Q4: 988 shares 988 $745K 0.03% +160 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: 5,084 shares; 2024Q4: 5,405 shares; 2025Q1: 5,560 shares; 2025Q2: 4,652 shares; 2025Q3: 3,477 shares; 2025Q4: 3,632 shares 3,632 $745K 0.03% +155 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: 11,817 shares; 2024Q4: 12,478 shares; 2025Q1: 11,743 shares; 2025Q2: 15,228 shares; 2025Q3: 15,228 shares; 2025Q4: 17,945 shares 17,945 $741K 0.03% +2,717 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,580 shares; 2025Q4: 14,580 shares 14,580 $736K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,377 shares; 2025Q2: 10,019 shares; 2025Q3: 10,559 shares; 2025Q4: 9,001 shares 9,001 $735K 0.03% -1,558 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,781 shares; 2025Q4: 2,092 shares 2,092 $735K 0.03% +311 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: 1,174 shares; 2024Q4: 2,026 shares; 2025Q1: 2,093 shares; 2025Q2: 2,116 shares; 2025Q3: 2,507 shares; 2025Q4: 2,543 shares 2,543 $734K 0.03% +36 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,517 shares; 2025Q4: 14,517 shares 14,517 $731K 0.03% 0 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: 1,354 shares; 2024Q4: 1,844 shares; 2025Q1: 1,651 shares; 2025Q2: 1,864 shares; 2025Q3: 3,337 shares; 2025Q4: 2,843 shares 2,843 $731K 0.03% -494 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,014 shares; 2025Q4: 15,496 shares 15,496 $721K 0.03% +6,482 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 1,456 shares; 2025Q3: 2,178 shares; 2025Q4: 2,554 shares 2,554 $703K 0.03% +376 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,304 shares; 2025Q1: 1,313 shares; 2025Q2: 1,290 shares; 2025Q3: 1,321 shares; 2025Q4: 1,375 shares 1,375 $702K 0.03% +54 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 6,032 shares; 2025Q1: 6,088 shares; 2025Q2: 2,114 shares; 2025Q3: 2,485 shares; 2025Q4: 3,575 shares 3,575 $697K 0.03% +1,090 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,303 shares; 2025Q1: 14,847 shares; 2025Q2: 14,769 shares; 2025Q3: 10,875 shares; 2025Q4: 9,220 shares 9,220 $696K 0.03% -1,655 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,494 shares; 2025Q3: 2,772 shares; 2025Q4: 3,712 shares 3,712 $689K 0.03% +940 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 5,029 shares; 2025Q1: 1,887 shares; 2025Q2: 1,984 shares; 2025Q3: 2,274 shares; 2025Q4: 2,972 shares 2,972 $680K 0.03% +698 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,430 shares; 2025Q4: 8,193 shares 8,193 $679K 0.03% +1,763 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,079 shares; 2025Q1: 3,092 shares; 2025Q2: 3,082 shares; 2025Q3: 3,254 shares; 2025Q4: 3,304 shares 3,304 $678K 0.03% +50 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,873 shares; 2024Q4: 11,996 shares; 2025Q1: 12,323 shares; 2025Q2: 11,497 shares; 2025Q3: 11,632 shares; 2025Q4: 10,904 shares 10,904 $678K 0.03% -728 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: 2,177 shares; 2024Q4: 2,250 shares; 2025Q1: 2,121 shares; 2025Q2: 1,359 shares; 2025Q3: 622 shares; 2025Q4: 633 shares 633 $677K 0.03% +11 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,196 shares; 2025Q1: 2,371 shares; 2025Q2: 2,258 shares; 2025Q3: 2,438 shares; 2025Q4: 2,573 shares 2,573 $675K 0.03% +135 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: 1,636 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,845 shares; 2025Q3: 6,520 shares; 2025Q4: 6,786 shares 6,786 $673K 0.03% +266 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: 11,983 shares; 2024Q4: 8,728 shares; 2025Q1: 3,739 shares; 2025Q2: 3,605 shares; 2025Q3: 4,151 shares; 2025Q4: 5,262 shares 5,262 $672K 0.03% +1,111 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,227 shares; 2024Q4: 19,227 shares; 2025Q1: 19,227 shares; 2025Q2: 19,227 shares; 2025Q3: 19,227 shares; 2025Q4: 19,227 shares 19,227 $668K 0.03% 0 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: 12,775 shares; 2024Q4: 11,965 shares; 2025Q1: 9,304 shares; 2025Q2: not reported; 2025Q3: 15,945 shares; 2025Q4: 17,928 shares 17,928 $662K 0.03% +1,983 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: 21,715 shares; 2024Q4: 23,784 shares; 2025Q1: 21,175 shares; 2025Q2: 14,785 shares; 2025Q3: 10,975 shares; 2025Q4: 14,769 shares 14,769 $660K 0.03% +3,794 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,916 shares; 2024Q4: 8,226 shares; 2025Q1: 7,595 shares; 2025Q2: 4,397 shares; 2025Q3: 3,446 shares; 2025Q4: 3,134 shares 3,134 $655K 0.03% -312 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: 3,213 shares; 2024Q4: 3,235 shares; 2025Q1: 3,126 shares; 2025Q2: 2,881 shares; 2025Q3: 3,124 shares; 2025Q4: 3,108 shares 3,108 $649K 0.03% -16 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: 450 shares; 2024Q4: 478 shares; 2025Q1: 469 shares; 2025Q2: 481 shares; 2025Q3: 510 shares; 2025Q4: 788 shares 788 $646K 0.03% +278 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,083 shares; 2025Q4: 10,228 shares 10,228 $638K 0.03% +5,145 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 4,916 shares; 2025Q1: 4,813 shares; 2025Q2: 4,813 shares; 2025Q3: 4,813 shares; 2025Q4: 4,806 shares 4,806 $634K 0.03% -7 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 2,919 shares; 2025Q1: 3,004 shares; 2025Q2: 2,950 shares; 2025Q3: 3,048 shares; 2025Q4: 1,393 shares 1,393 $632K 0.03% -1,655 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: 1,358 shares; 2024Q4: 1,471 shares; 2025Q1: 689 shares; 2025Q2: 766 shares; 2025Q3: 864 shares; 2025Q4: 947 shares 947 $627K 0.03% +83 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,735 shares; 2024Q4: 9,835 shares; 2025Q1: 8,750 shares; 2025Q2: 7,915 shares; 2025Q3: 7,915 shares; 2025Q4: 8,029 shares 8,029 $622K 0.03% +114 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: 12,004 shares; 2024Q4: 10,020 shares; 2025Q1: 9,080 shares; 2025Q2: 9,011 shares; 2025Q3: 6,814 shares; 2025Q4: 6,426 shares 6,426 $618K 0.03% -388 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: 13,633 shares; 2024Q4: 13,575 shares; 2025Q1: 8,472 shares; 2025Q2: 7,648 shares; 2025Q3: 11,629 shares; 2025Q4: 11,362 shares 11,362 $611K 0.03% -267 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,585 shares; 2024Q4: 12,212 shares; 2025Q1: 10,613 shares; 2025Q2: not reported; 2025Q3: 14,162 shares; 2025Q4: 24,499 shares 24,499 $608K 0.03% +10,337 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,105 shares; 2025Q1: 5,559 shares; 2025Q2: 5,576 shares; 2025Q3: 5,739 shares; 2025Q4: 6,109 shares 6,109 $607K 0.03% +370 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,696 shares; 2024Q4: 86,420 shares; 2025Q1: 85,974 shares; 2025Q2: 82,640 shares; 2025Q3: 75,645 shares; 2025Q4: 53,870 shares 53,870 $606K 0.03% -21,775 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,311 shares; 2025Q1: 6,912 shares; 2025Q2: 6,583 shares; 2025Q3: 6,594 shares; 2025Q4: 6,810 shares 6,810 $601K 0.03% +216 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,367 shares; 2024Q4: 13,247 shares; 2025Q1: 12,497 shares; 2025Q2: 11,747 shares; 2025Q3: 11,267 shares; 2025Q4: 11,267 shares 11,267 $597K 0.03% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 8,658 shares; 2025Q1: 8,558 shares; 2025Q2: 8,513 shares; 2025Q3: 8,423 shares; 2025Q4: 8,556 shares 8,556 $593K 0.03% +133 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,155 shares; 2025Q4: 9,184 shares 9,184 $591K 0.03% +29 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,854 shares 2,854 $589K 0.03% new 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: 5,067 shares; 2024Q4: 5,198 shares; 2025Q1: 5,245 shares; 2025Q2: 2,193 shares; 2025Q3: 2,268 shares; 2025Q4: 1,783 shares 1,783 $584K 0.03% -485 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,255 shares; 2024Q4: 15,964 shares; 2025Q1: 13,413 shares; 2025Q2: 13,583 shares; 2025Q3: 12,107 shares; 2025Q4: 14,493 shares 14,493 $582K 0.03% +2,386 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: 18,763 shares; 2025Q1: 18,532 shares; 2025Q2: 18,019 shares; 2025Q3: 17,667 shares; 2025Q4: 6,221 shares 6,221 $575K 0.03% -11,446 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: 1,930 shares; 2024Q4: 1,929 shares; 2025Q1: 1,808 shares; 2025Q2: 1,813 shares; 2025Q3: 1,260 shares; 2025Q4: 1,006 shares 1,006 $574K 0.03% -254 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,323 shares; 2025Q4: 21,294 shares 21,294 $573K 0.03% +7,971 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: 22,242 shares; 2024Q4: 27,786 shares; 2025Q1: 31,021 shares; 2025Q2: 28,544 shares; 2025Q3: 32,979 shares; 2025Q4: 33,949 shares 33,949 $560K 0.03% +970 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 6,075 shares; 2025Q1: 5,851 shares; 2025Q2: 5,538 shares; 2025Q3: 5,427 shares; 2025Q4: 8,283 shares 8,283 $560K 0.03% +2,856 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: not reported; 2024Q4: 2,898 shares; 2025Q1: 3,339 shares; 2025Q2: 3,799 shares; 2025Q3: 4,005 shares; 2025Q4: 4,432 shares 4,432 $558K 0.03% +427 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: 2,042 shares; 2024Q4: 2,562 shares; 2025Q1: 2,394 shares; 2025Q2: 1,768 shares; 2025Q3: 2,335 shares; 2025Q4: 2,849 shares 2,849 $546K 0.02% +514 Timeline PCY 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: 45,021 shares; 2024Q4: 43,454 shares; 2025Q1: 41,605 shares; 2025Q2: 39,983 shares; 2025Q3: 30,627 shares; 2025Q4: 25,043 shares 25,043 $542K 0.02% -5,584 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,573 shares; 2025Q4: 8,845 shares 8,845 $538K 0.02% +3,272 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,111 shares; 2024Q4: 39,734 shares; 2025Q1: 38,638 shares; 2025Q2: 37,474 shares; 2025Q3: 37,497 shares; 2025Q4: 11,454 shares 11,454 $536K 0.02% -26,043 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: 13,853 shares; 2024Q4: 13,558 shares; 2025Q1: 14,856 shares; 2025Q2: 15,501 shares; 2025Q3: 19,302 shares; 2025Q4: 19,316 shares 19,316 $531K 0.02% +14 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088 shares; 2025Q4: 1,538 shares 1,538 $527K 0.02% +450 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 4,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,704 shares; 2025Q4: 7,136 shares 7,136 $526K 0.02% +432 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,592 shares; 2025Q4: 2,455 shares 2,455 $520K 0.02% -137 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,677 shares; 2024Q4: 11,884 shares; 2025Q1: not reported; 2025Q2: 7,445 shares; 2025Q3: 7,070 shares; 2025Q4: 9,605 shares 9,605 $519K 0.02% +2,535 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 736 shares; 2025Q1: 727 shares; 2025Q2: 720 shares; 2025Q3: 783 shares; 2025Q4: 819 shares 819 $510K 0.02% +36 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,090 shares 11,090 $505K 0.02% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,005 shares 7,005 $503K 0.02% new 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: 1,197 shares; 2024Q4: 1,156 shares; 2025Q1: 1,270 shares; 2025Q2: 1,329 shares; 2025Q3: 1,681 shares; 2025Q4: 1,701 shares 1,701 $499K 0.02% +20 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,272 shares; 2025Q1: 1,545 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,410 shares 1,410 $499K 0.02% +17 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,062 shares; 2025Q3: 2,212 shares; 2025Q4: 2,381 shares 2,381 $498K 0.02% +169 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: 5,179 shares; 2024Q4: 5,150 shares; 2025Q1: 3,277 shares; 2025Q2: 3,277 shares; 2025Q3: 2,357 shares; 2025Q4: 3,458 shares 3,458 $496K 0.02% +1,101 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,480 shares; 2024Q4: 25,064 shares; 2025Q1: 24,054 shares; 2025Q2: 24,070 shares; 2025Q3: 19,162 shares; 2025Q4: 21,406 shares 21,406 $493K 0.02% +2,244 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 13,168 shares; 2025Q1: 11,839 shares; 2025Q2: 10,675 shares; 2025Q3: 11,360 shares; 2025Q4: 10,511 shares 10,511 $489K 0.02% -849 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 828 shares; 2025Q3: 908 shares; 2025Q4: 954 shares 954 $487K 0.02% +46 Timeline DSEP 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: 27,516 shares; 2024Q4: 27,408 shares; 2025Q1: 26,839 shares; 2025Q2: 25,271 shares; 2025Q3: 11,874 shares; 2025Q4: 10,697 shares 10,697 $480K 0.02% -1,177 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,585 shares; 2025Q3: 7,390 shares; 2025Q4: 11,063 shares 11,063 $473K 0.02% +3,673 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: 286 shares; 2024Q4: 287 shares; 2025Q1: 317 shares; 2025Q2: 325 shares; 2025Q3: 327 shares; 2025Q4: 616 shares 616 $472K 0.02% +289 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: 1,174 shares; 2024Q4: 1,174 shares; 2025Q1: 994 shares; 2025Q2: 1,001 shares; 2025Q3: 1,354 shares; 2025Q4: 1,515 shares 1,515 $470K 0.02% +161 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,622 shares; 2025Q4: 1,643 shares 1,643 $469K 0.02% +21 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: 3,837 shares; 2024Q4: 4,552 shares; 2025Q1: 4,552 shares; 2025Q2: 4,239 shares; 2025Q3: 4,239 shares; 2025Q4: 4,354 shares 4,354 $465K 0.02% +115 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: 12,125 shares; 2024Q4: 8,589 shares; 2025Q1: 12,021 shares; 2025Q2: 11,591 shares; 2025Q3: 13,446 shares; 2025Q4: 15,491 shares 15,491 $463K 0.02% +2,045 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: 2,085 shares; 2024Q4: 2,159 shares; 2025Q1: 1,181 shares; 2025Q2: 1,412 shares; 2025Q3: 1,723 shares; 2025Q4: 2,127 shares 2,127 $462K 0.02% +404 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,355 shares; 2025Q4: 3,260 shares 3,260 $460K 0.02% -3,095 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,645 shares 5,645 $456K 0.02% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,463 shares 11,463 $443K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 919 shares 919 $442K 0.02% +89 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 67,971 shares; 2025Q4: 47,935 shares 47,935 $440K 0.02% -20,036 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,410 shares; 2024Q4: 10,485 shares; 2025Q1: 8,199 shares; 2025Q2: 7,838 shares; 2025Q3: 7,693 shares; 2025Q4: 8,148 shares 8,148 $440K 0.02% +455 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: 647 shares 647 $438K 0.02% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,322 shares 4,322 $434K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 2,518 shares 2,518 $431K 0.02% +319 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: 708 shares 708 $427K 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,925 shares; 2025Q1: 3,640 shares; 2025Q2: not reported; 2025Q3: 2,690 shares; 2025Q4: 3,345 shares 3,345 $426K 0.02% +655 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: 4,577 shares; 2024Q4: 3,108 shares; 2025Q1: 3,213 shares; 2025Q2: 3,073 shares; 2025Q3: 3,040 shares; 2025Q4: 3,209 shares 3,209 $426K 0.02% +169 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest 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: 33,791 shares; 2025Q4: 33,791 shares 33,791 $420K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,242 shares; 2025Q2: 938 shares; 2025Q3: 1,103 shares; 2025Q4: 1,539 shares 1,539 $417K 0.02% +436 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: 8,000 shares; 2024Q4: 8,380 shares; 2025Q1: 8,073 shares; 2025Q2: 7,679 shares; 2025Q3: 7,928 shares; 2025Q4: 3,975 shares 3,975 $417K 0.02% -3,953 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,042 shares; 2025Q3: 3,030 shares; 2025Q4: 2,558 shares 2,558 $417K 0.02% -472 Timeline FAPR 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: 12,262 shares; 2024Q4: 12,262 shares; 2025Q1: 12,262 shares; 2025Q2: 11,262 shares; 2025Q3: 10,026 shares; 2025Q4: 9,381 shares 9,381 $417K 0.02% -645 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares 1,041 $414K 0.02% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,094 shares; 2025Q1: 1,801 shares; 2025Q2: 1,898 shares; 2025Q3: 2,120 shares; 2025Q4: 2,117 shares 2,117 $411K 0.02% -3 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC 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: 44,007 shares; 2025Q4: 44,007 shares 44,007 $408K 0.02% 0 Timeline FLWS 1 800 FLOWERS COM INC More: the full row for 1 800 FLOWERS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,005 shares; 2024Q4: 102,005 shares; 2025Q1: 102,005 shares; 2025Q2: 102,005 shares; 2025Q3: 102,005 shares; 2025Q4: 102,005 shares 102,005 $401K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,681 shares; 2025Q4: 19,391 shares 19,391 $400K 0.02% +2,710 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: 4,885 shares; 2024Q4: 5,560 shares; 2025Q1: 2,122 shares; 2025Q2: 1,672 shares; 2025Q3: 1,836 shares; 2025Q4: 1,726 shares 1,726 $399K 0.02% -110 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 5,725 shares; 2025Q1: 6,043 shares; 2025Q2: 5,764 shares; 2025Q3: 13,122 shares; 2025Q4: 7,397 shares 7,397 $398K 0.02% -5,725 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares 1,325 $392K 0.02% 0 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,278 shares; 2024Q4: 22,278 shares; 2025Q1: 22,278 shares; 2025Q2: 22,278 shares; 2025Q3: 22,278 shares; 2025Q4: 22,278 shares 22,278 $391K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,828 shares 7,828 $389K 0.02% new Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,099 shares; 2024Q4: 12,099 shares; 2025Q1: 12,099 shares; 2025Q2: 12,099 shares; 2025Q3: 11,745 shares; 2025Q4: 11,575 shares 11,575 $386K 0.02% -170 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,731 shares; 2025Q4: 1,731 shares 1,731 $384K 0.02% 0 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: 24,087 shares; 2024Q4: 23,866 shares; 2025Q1: 21,619 shares; 2025Q2: 20,009 shares; 2025Q3: 20,437 shares; 2025Q4: 18,740 shares 18,740 $379K 0.02% -1,697 Timeline QCLN 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: 9,926 shares; 2024Q4: 9,725 shares; 2025Q1: 9,246 shares; 2025Q2: 8,788 shares; 2025Q3: 8,571 shares; 2025Q4: 8,470 shares 8,470 $378K 0.02% -101 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 3,947 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,772 shares 3,772 $377K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,490 shares; 2025Q1: 1,527 shares; 2025Q2: 1,532 shares; 2025Q3: 1,810 shares; 2025Q4: 1,771 shares 1,771 $369K 0.02% -39 Timeline FOCT 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: 6,571 shares; 2024Q4: 8,517 shares; 2025Q1: 7,817 shares; 2025Q2: 7,817 shares; 2025Q3: 7,461 shares; 2025Q4: 7,461 shares 7,461 $366K 0.02% 0 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: 786 shares; 2024Q4: 789 shares; 2025Q1: 708 shares; 2025Q2: 723 shares; 2025Q3: 769 shares; 2025Q4: 778 shares 778 $365K 0.02% +9 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 2,342 shares; 2025Q3: 2,342 shares; 2025Q4: 2,087 shares 2,087 $364K 0.02% -255 Timeline DJUL 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: 13,600 shares; 2024Q4: 13,261 shares; 2025Q1: 12,756 shares; 2025Q2: 12,170 shares; 2025Q3: 7,717 shares; 2025Q4: 7,630 shares 7,630 $363K 0.02% -87 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 9,351 shares; 2025Q1: 8,772 shares; 2025Q2: 8,562 shares; 2025Q3: 8,486 shares; 2025Q4: 7,619 shares 7,619 $362K 0.02% -867 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,177 shares; 2025Q4: 3,920 shares 3,920 $360K 0.02% +743 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 5,287 shares; 2025Q3: 7,736 shares; 2025Q4: 8,153 shares 8,153 $353K 0.02% +417 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,583 shares; 2025Q4: 4,224 shares 4,224 $343K 0.02% +641 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,844 shares; 2025Q4: 2,007 shares 2,007 $342K 0.02% +163 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,455 shares; 2025Q4: 6,300 shares 6,300 $337K 0.02% +845 Timeline DJAN 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: 9,077 shares; 2024Q4: 9,077 shares; 2025Q1: 8,561 shares; 2025Q2: 8,561 shares; 2025Q3: 8,002 shares; 2025Q4: 7,673 shares 7,673 $333K 0.01% -329 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: 907 shares; 2024Q4: 991 shares; 2025Q1: 1,020 shares; 2025Q2: 1,041 shares; 2025Q3: 1,113 shares; 2025Q4: 1,147 shares 1,147 $333K 0.01% +34 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,645 shares; 2024Q4: 8,844 shares; 2025Q1: 8,293 shares; 2025Q2: 7,764 shares; 2025Q3: 7,751 shares; 2025Q4: 7,246 shares 7,246 $331K 0.01% -505 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,657 shares 3,657 $326K 0.01% new Timeline FFEB 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: 6,213 shares; 2024Q4: 6,863 shares; 2025Q1: 7,145 shares; 2025Q2: 7,145 shares; 2025Q3: 5,640 shares; 2025Q4: 5,640 shares 5,640 $319K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 3,906 shares; 2025Q1: 4,172 shares; 2025Q2: 4,304 shares; 2025Q3: 3,641 shares; 2025Q4: 3,737 shares 3,737 $319K 0.01% +96 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,405 shares; 2025Q4: 1,419 shares 1,419 $316K 0.01% +14 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,568 shares; 2025Q3: 3,881 shares; 2025Q4: 3,631 shares 3,631 $311K 0.01% -250 Timeline PTH 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: 6,009 shares; 2024Q4: 7,393 shares; 2025Q1: 7,393 shares; 2025Q2: 7,022 shares; 2025Q3: 6,082 shares; 2025Q4: 6,087 shares 6,087 $303K 0.01% +5 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,549 shares; 2025Q2: 2,549 shares; 2025Q3: 4,138 shares; 2025Q4: 5,138 shares 5,138 $302K 0.01% +1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,554 shares 28,554 $298K 0.01% new Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,202 shares; 2025Q1: 5,008 shares; 2025Q2: 6,249 shares; 2025Q3: 6,280 shares; 2025Q4: 6,036 shares 6,036 $293K 0.01% -244 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,291 shares; 2025Q1: 7,291 shares; 2025Q2: 7,511 shares; 2025Q3: 7,511 shares; 2025Q4: 7,561 shares 7,561 $288K 0.01% +50 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: 1,589 shares; 2024Q4: 1,594 shares; 2025Q1: 1,604 shares; 2025Q2: 1,701 shares; 2025Q3: 1,700 shares; 2025Q4: 1,712 shares 1,712 $287K 0.01% +12 Timeline GAPR 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: 7,403 shares; 2024Q4: 7,403 shares; 2025Q1: 7,403 shares; 2025Q2: 7,403 shares; 2025Q3: 7,403 shares; 2025Q4: 7,173 shares 7,173 $287K 0.01% -230 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,747 shares 2,747 $286K 0.01% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares; 2025Q4: 3,105 shares 3,105 $285K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,509 shares; 2025Q4: 1,539 shares 1,539 $285K 0.01% +30 Timeline YJUN 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: 16,729 shares; 2024Q4: 15,284 shares; 2025Q1: 14,848 shares; 2025Q2: 13,153 shares; 2025Q3: 11,104 shares; 2025Q4: 11,104 shares 11,104 $285K 0.01% 0 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: 2,943 shares; 2024Q4: 3,250 shares; 2025Q1: 3,168 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 2,940 shares 2,940 $285K 0.01% -228 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,865 shares; 2025Q1: 2,014 shares; 2025Q2: 2,092 shares; 2025Q3: 2,194 shares; 2025Q4: 2,218 shares 2,218 $281K 0.01% +24 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,513 shares; 2025Q1: 3,548 shares; 2025Q2: 3,523 shares; 2025Q3: 3,608 shares; 2025Q4: 3,608 shares 3,608 $279K 0.01% 0 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: 2,555 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,360 shares; 2025Q4: 4,291 shares 4,291 $273K 0.01% -69 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,036 shares; 2025Q1: 5,002 shares; 2025Q2: 6,191 shares; 2025Q3: 5,826 shares; 2025Q4: 5,509 shares 5,509 $264K 0.01% -317 Timeline WHG WESTWOOD HLDGS GROUP INC More: the full row for WESTWOOD HLDGS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,653 shares; 2024Q4: 18,936 shares; 2025Q1: 17,454 shares; 2025Q2: 16,787 shares; 2025Q3: 16,510 shares; 2025Q4: 15,277 shares 15,277 $263K 0.01% -1,233 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: not reported; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: not reported; 2025Q4: 2,955 shares 2,955 $263K 0.01% new 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: 222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares 340 $262K 0.01% new Timeline QDEC 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: 8,309 shares; 2024Q4: 8,107 shares; 2025Q1: 8,020 shares; 2025Q2: 8,020 shares; 2025Q3: 8,020 shares; 2025Q4: 8,020 shares 8,020 $261K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 46 shares; 2025Q4: 48 shares 48 $257K 0.01% +2 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: 2,499 shares; 2025Q3: 1,919 shares; 2025Q4: 2,262 shares 2,262 $256K 0.01% +343 Timeline GAUG 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: 6,737 shares; 2024Q4: 7,536 shares; 2025Q1: 6,736 shares; 2025Q2: 6,736 shares; 2025Q3: 6,736 shares; 2025Q4: 6,486 shares 6,486 $255K 0.01% -250 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,667 shares 2,667 $254K 0.01% new 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: 9,876 shares; 2024Q4: 10,176 shares; 2025Q1: 10,525 shares; 2025Q2: 9,518 shares; 2025Q3: 4,840 shares; 2025Q4: 4,840 shares 4,840 $250K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,452 shares; 2025Q3: 1,506 shares; 2025Q4: 1,716 shares 1,716 $248K 0.01% +210 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 118 shares; 2025Q2: 120 shares; 2025Q3: 117 shares; 2025Q4: 122 shares 122 $245K 0.01% +5 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,913 shares; 2025Q2: 3,545 shares; 2025Q3: 3,653 shares; 2025Q4: 3,766 shares 3,766 $245K 0.01% +113 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 569 shares; 2025Q3: 710 shares; 2025Q4: 696 shares 696 $244K 0.01% -14 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,661 shares; 2025Q4: 3,233 shares 3,233 $243K 0.01% -428 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares 833 $240K 0.01% new Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: 9,822 shares; 2025Q1: 9,147 shares; 2025Q2: 8,804 shares; 2025Q3: 8,570 shares; 2025Q4: 7,714 shares 7,714 $240K 0.01% -856 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest 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: 16,906 shares; 2025Q4: 16,906 shares 16,906 $239K 0.01% 0 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: 8,435 shares; 2025Q1: 8,435 shares; 2025Q2: 8,030 shares; 2025Q3: 6,284 shares; 2025Q4: 5,383 shares 5,383 $238K 0.01% -901 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 6,280 shares; 2025Q1: 6,249 shares; 2025Q2: 6,249 shares; 2025Q3: 5,698 shares; 2025Q4: 5,698 shares 5,698 $237K 0.01% 0 Timeline ESCA ESCALADE INC More: the full row for ESCALADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,462 shares; 2024Q4: 20,523 shares; 2025Q1: 19,127 shares; 2025Q2: 17,707 shares; 2025Q3: 19,782 shares; 2025Q4: 17,533 shares 17,533 $237K 0.01% -2,249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares 1,715 $236K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,163 shares 8,163 $235K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,617 shares 4,617 $234K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 6,316 shares; 2025Q1: 6,245 shares; 2025Q2: not reported; 2025Q3: 7,631 shares; 2025Q4: 6,097 shares 6,097 $234K 0.01% -1,534 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: 2,599 shares; 2024Q4: 2,980 shares; 2025Q1: 2,777 shares; 2025Q2: 2,733 shares; 2025Q3: 2,589 shares; 2025Q4: 2,393 shares 2,393 $234K 0.01% -196 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: not reported; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 1,799 shares 1,799 $232K 0.01% +157 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,940 shares; 2025Q4: 2,929 shares 2,929 $231K 0.01% -11 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,042 shares; 2025Q4: 7,042 shares 7,042 $231K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,316 shares 3,316 $230K 0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,158 shares; 2025Q1: 5,597 shares; 2025Q2: 5,397 shares; 2025Q3: 5,367 shares; 2025Q4: 4,608 shares 4,608 $230K 0.01% -759 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares 340 $229K 0.01% new 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: 5,240 shares; 2024Q4: 4,731 shares; 2025Q1: 4,511 shares; 2025Q2: 4,124 shares; 2025Q3: 3,540 shares; 2025Q4: 2,726 shares 2,726 $228K 0.01% -814 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 1,066 shares 1,066 $228K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,282 shares; 2024Q4: 5,067 shares; 2025Q1: 4,859 shares; 2025Q2: 1,781 shares; 2025Q3: 1,814 shares; 2025Q4: 1,290 shares 1,290 $227K 0.01% -524 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,652 shares; 2025Q1: 5,652 shares; 2025Q2: 5,652 shares; 2025Q3: 5,519 shares; 2025Q4: 5,519 shares 5,519 $226K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,086 shares; 2025Q1: 2,166 shares; 2025Q2: 409 shares; 2025Q3: not reported; 2025Q4: 456 shares 456 $224K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,316 shares; 2025Q4: 3,337 shares 3,337 $223K 0.01% +21 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 5,180 shares; 2025Q1: 5,180 shares; 2025Q2: 4,830 shares; 2025Q3: 4,440 shares; 2025Q4: 4,175 shares 4,175 $223K 0.01% -265 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,402 shares; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,408 shares; 2025Q4: 1,438 shares 1,438 $222K 0.01% +30 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares 1,076 $222K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 564 shares; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares 564 $222K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 4,003 shares; 2025Q1: 4,333 shares; 2025Q2: 4,671 shares; 2025Q3: not reported; 2025Q4: 1,853 shares 1,853 $222K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,185 shares; 2025Q4: 1,100 shares 1,100 $222K 0.01% -85 Timeline GMAY 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: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares 5,350 $221K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 4,799 shares 4,799 $220K 0.01% new Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,135 shares; 2024Q4: 23,541 shares; 2025Q1: 22,523 shares; 2025Q2: 21,297 shares; 2025Q3: 22,057 shares; 2025Q4: 22,739 shares 22,739 $220K 0.01% +682 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,669 shares; 2025Q4: 5,669 shares 5,669 $217K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: 8,207 shares; 2025Q4: 8,207 shares 8,207 $216K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER 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: 1,094 shares 1,094 $214K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,317 shares; 2025Q4: 555 shares 555 $213K 0.01% -762 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,090 shares 1,090 $212K 0.01% new Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,899 shares 6,899 $211K 0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 508 shares; 2025Q4: 523 shares 523 $210K 0.01% +15 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,006 shares; 2025Q1: 3,693 shares; 2025Q2: 3,663 shares; 2025Q3: 1,377 shares; 2025Q4: 766 shares 766 $209K 0.01% -611 Timeline DMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,827 shares; 2025Q4: 7,827 shares 7,827 $209K 0.01% 0 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: 8,108 shares; 2024Q4: 5,567 shares; 2025Q1: 3,640 shares; 2025Q2: 3,312 shares; 2025Q3: 1,963 shares; 2025Q4: 958 shares 958 $208K 0.01% -1,005 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 863 shares; 2025Q2: 894 shares; 2025Q3: 854 shares; 2025Q4: 920 shares 920 $205K 0.01% +66 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,758 shares; 2025Q3: not reported; 2025Q4: 2,440 shares 2,440 $204K 0.01% new 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: 10,304 shares; 2024Q4: 10,340 shares; 2025Q1: 9,380 shares; 2025Q2: 9,205 shares; 2025Q3: 8,029 shares; 2025Q4: 2,295 shares 2,295 $203K 0.01% -5,734 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,530 shares 1,530 $203K 0.01% new Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $201K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,360 shares 5,360 $200K 0.01% new 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: 61,226 shares; 2024Q4: 66,337 shares; 2025Q1: 68,331 shares; 2025Q2: 24,336 shares; 2025Q3: 28,307 shares; 2025Q4: 28,567 shares 28,567 $151K 0.01% +260 Timeline