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: 87,108 shares; 2024Q4: 91,638 shares; 2025Q1: 93,380 shares; 2025Q2: 92,850 shares; 2025Q3: 89,339 shares; 2025Q4: 89,746 shares 89,746 $16.7M 4.03% +407 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: 47,609 shares; 2024Q4: 49,795 shares; 2025Q1: 51,821 shares; 2025Q2: 51,889 shares; 2025Q3: 49,936 shares; 2025Q4: 49,267 shares 49,267 $15.4M 3.71% -669 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: 25,514 shares; 2024Q4: 28,201 shares; 2025Q1: 29,322 shares; 2025Q2: 29,462 shares; 2025Q3: 30,578 shares; 2025Q4: 31,056 shares 31,056 $15M 3.62% +478 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: 52,224 shares; 2024Q4: 51,576 shares; 2025Q1: 49,072 shares; 2025Q2: 38,969 shares; 2025Q3: 37,427 shares; 2025Q4: 40,717 shares 40,717 $14.1M 3.39% +3,290 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: 40,788 shares; 2024Q4: 45,449 shares; 2025Q1: 46,643 shares; 2025Q2: 47,171 shares; 2025Q3: 47,520 shares; 2025Q4: 47,297 shares 47,297 $12.9M 3.1% -223 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: 38,785 shares; 2024Q4: 48,604 shares; 2025Q1: 50,482 shares; 2025Q2: 51,463 shares; 2025Q3: 53,819 shares; 2025Q4: 55,112 shares 55,112 $12.7M 3.06% +1,293 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: 21,132 shares; 2024Q4: 21,994 shares; 2025Q1: 21,918 shares; 2025Q2: 18,596 shares; 2025Q3: 18,298 shares; 2025Q4: 18,070 shares 18,070 $11.1M 2.67% -228 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,087 shares; 2024Q4: 30,697 shares; 2025Q1: 30,521 shares; 2025Q2: 31,315 shares; 2025Q3: 29,925 shares; 2025Q4: 29,407 shares 29,407 $9.48M 2.28% -518 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: 12,738 shares; 2024Q4: 13,107 shares; 2025Q1: 13,175 shares; 2025Q2: 13,059 shares; 2025Q3: 13,646 shares; 2025Q4: 14,115 shares 14,115 $9.32M 2.24% +469 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: 60,281 shares; 2024Q4: 60,116 shares; 2025Q1: 61,029 shares; 2025Q2: 61,129 shares; 2025Q3: 59,765 shares; 2025Q4: 60,184 shares 60,184 $8.64M 2.08% +419 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: 12,573 shares; 2024Q4: 12,294 shares; 2025Q1: 17,143 shares; 2025Q2: 17,081 shares; 2025Q3: 18,898 shares; 2025Q4: 19,517 shares 19,517 $6.84M 1.65% +619 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: 17,420 shares; 2024Q4: 45,799 shares; 2025Q1: 39,305 shares; 2025Q2: 39,674 shares; 2025Q3: 64,062 shares; 2025Q4: 71,640 shares 71,640 $6.55M 1.58% +7,578 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: 51,727 shares; 2024Q4: 87,343 shares; 2025Q1: 88,680 shares; 2025Q2: 91,410 shares; 2025Q3: 104,838 shares; 2025Q4: 110,834 shares 110,834 $5.1M 1.23% +5,996 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: 10,183 shares; 2024Q4: 11,390 shares; 2025Q1: 12,342 shares; 2025Q2: 4,643 shares; 2025Q3: 17,008 shares; 2025Q4: 16,148 shares 16,148 $4.91M 1.18% -860 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: 4,610 shares; 2024Q4: 5,073 shares; 2025Q1: 5,133 shares; 2025Q2: 7,686 shares; 2025Q3: 8,995 shares; 2025Q4: 8,968 shares 8,968 $4.51M 1.09% -27 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,489 shares; 2024Q4: 43,323 shares; 2025Q1: 42,887 shares; 2025Q2: 43,964 shares; 2025Q3: 42,496 shares; 2025Q4: 41,640 shares 41,640 $4.44M 1.07% -856 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: 67,009 shares; 2024Q4: 67,843 shares; 2025Q1: 69,781 shares; 2025Q2: 75,904 shares; 2025Q3: 78,235 shares; 2025Q4: 77,589 shares 77,589 $4.44M 1.07% -646 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: 66,049 shares; 2024Q4: 67,308 shares; 2025Q1: 67,200 shares; 2025Q2: 69,107 shares; 2025Q3: 64,857 shares; 2025Q4: 65,554 shares 65,554 $4.33M 1.04% +697 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,797 shares 93,797 $4.27M 1.03% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,957 shares; 2025Q1: 99,181 shares; 2025Q2: 105,535 shares; 2025Q3: 102,325 shares; 2025Q4: 102,434 shares 102,434 $4.18M 1.01% +109 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: 3,405 shares; 2024Q4: 4,012 shares; 2025Q1: 4,261 shares; 2025Q2: 4,191 shares; 2025Q3: 4,492 shares; 2025Q4: 4,506 shares 4,506 $3.89M 0.94% +14 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: 8,269 shares; 2024Q4: 7,967 shares; 2025Q1: 10,058 shares; 2025Q2: 10,018 shares; 2025Q3: 10,569 shares; 2025Q4: 6,821 shares 6,821 $3.86M 0.93% -3,748 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: 55,941 shares; 2024Q4: 58,385 shares; 2025Q1: 59,724 shares; 2025Q2: 59,347 shares; 2025Q3: 67,275 shares; 2025Q4: 69,094 shares 69,094 $3.78M 0.91% +1,819 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,028 shares; 2024Q4: 33,699 shares; 2025Q1: 35,220 shares; 2025Q2: 34,880 shares; 2025Q3: 34,759 shares; 2025Q4: 35,284 shares 35,284 $3.65M 0.88% +525 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,638 shares; 2024Q4: 60,461 shares; 2025Q1: 61,718 shares; 2025Q2: 64,227 shares; 2025Q3: 70,583 shares; 2025Q4: 70,438 shares 70,438 $3.56M 0.86% -145 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: 4,333 shares; 2024Q4: 2,810 shares; 2025Q1: 3,158 shares; 2025Q2: 3,124 shares; 2025Q3: 3,255 shares; 2025Q4: 3,244 shares 3,244 $3.49M 0.84% -11 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: 7,654 shares; 2024Q4: 9,742 shares; 2025Q1: 10,540 shares; 2025Q2: 11,094 shares; 2025Q3: 13,500 shares; 2025Q4: 10,648 shares 10,648 $3.34M 0.8% -2,852 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,437 shares; 2024Q4: 23,224 shares; 2025Q1: 23,253 shares; 2025Q2: 23,436 shares; 2025Q3: 22,705 shares; 2025Q4: 22,296 shares 22,296 $3.15M 0.76% -409 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: 7,392 shares; 2024Q4: 5,017 shares; 2025Q1: 5,058 shares; 2025Q2: 4,851 shares; 2025Q3: 6,709 shares; 2025Q4: 6,839 shares 6,839 $3.1M 0.75% +130 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: 9,069 shares; 2024Q4: 7,023 shares; 2025Q1: 7,161 shares; 2025Q2: 7,249 shares; 2025Q3: 8,649 shares; 2025Q4: 8,829 shares 8,829 $3.09M 0.74% +180 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: 24,042 shares; 2024Q4: 25,475 shares; 2025Q1: 24,826 shares; 2025Q2: 24,681 shares; 2025Q3: 27,217 shares; 2025Q4: 27,445 shares 27,445 $3.06M 0.74% +228 Timeline IDMO 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: 42,682 shares; 2025Q3: 48,653 shares; 2025Q4: 53,833 shares 53,833 $2.99M 0.72% +5,180 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,647 shares; 2025Q4: 13,898 shares 13,898 $2.74M 0.66% +251 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,118 shares; 2024Q4: 24,016 shares; 2025Q1: 21,983 shares; 2025Q2: 61,237 shares; 2025Q3: 69,357 shares; 2025Q4: 64,873 shares 64,873 $2.69M 0.65% -4,484 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,208 shares; 2025Q4: 104,406 shares 104,406 $2.67M 0.64% +13,198 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,498 shares; 2024Q4: 23,116 shares; 2025Q1: 23,606 shares; 2025Q2: 24,943 shares; 2025Q3: 25,324 shares; 2025Q4: 25,408 shares 25,408 $2.59M 0.62% +84 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,168 shares; 2024Q4: 113,638 shares; 2025Q1: 113,638 shares; 2025Q2: 113,638 shares; 2025Q3: 175,431 shares; 2025Q4: 257,592 shares 257,592 $2.57M 0.62% +82,161 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: 4,134 shares; 2024Q4: 4,931 shares; 2025Q1: 6,119 shares; 2025Q2: 6,162 shares; 2025Q3: 6,762 shares; 2025Q4: 17,413 shares 17,413 $2.51M 0.6% +10,651 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,569 shares; 2024Q4: 129,949 shares; 2025Q1: 135,749 shares; 2025Q2: 142,749 shares; 2025Q3: 141,187 shares; 2025Q4: 141,462 shares 141,462 $2.5M 0.6% +275 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8,042 shares; 2025Q1: 7,775 shares; 2025Q2: 8,376 shares; 2025Q3: 8,869 shares; 2025Q4: 8,529 shares 8,529 $2.43M 0.59% -340 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: 7,708 shares; 2024Q4: 6,470 shares; 2025Q1: 6,441 shares; 2025Q2: 28,288 shares; 2025Q3: 30,876 shares; 2025Q4: 31,448 shares 31,448 $2.42M 0.58% +572 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: 6,352 shares; 2024Q4: 6,384 shares; 2025Q1: 6,466 shares; 2025Q2: 7,024 shares; 2025Q3: 6,903 shares; 2025Q4: 6,892 shares 6,892 $2.42M 0.58% -11 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: 4,399 shares; 2024Q4: 4,168 shares; 2025Q1: 4,166 shares; 2025Q2: 16,731 shares; 2025Q3: 18,396 shares; 2025Q4: 18,915 shares 18,915 $2.41M 0.58% +519 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: 84,282 shares; 2024Q4: 91,118 shares; 2025Q1: 82,550 shares; 2025Q2: 84,965 shares; 2025Q3: 85,295 shares; 2025Q4: 87,099 shares 87,099 $2.39M 0.58% +1,804 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,300 shares; 2025Q4: 18,262 shares 18,262 $2.39M 0.58% +962 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: 7,797 shares; 2024Q4: 32,140 shares; 2025Q1: 34,512 shares; 2025Q2: 40,964 shares; 2025Q3: 57,462 shares; 2025Q4: 71,691 shares 71,691 $2.34M 0.56% +14,229 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: 7,075 shares; 2024Q4: 6,864 shares; 2025Q1: 6,995 shares; 2025Q2: 6,964 shares; 2025Q3: 6,956 shares; 2025Q4: 6,908 shares 6,908 $2.32M 0.56% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,093 shares; 2025Q3: 9,390 shares; 2025Q4: 9,116 shares 9,116 $2.31M 0.56% -274 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,680 shares; 2025Q1: 9,180 shares; 2025Q2: 9,280 shares; 2025Q3: 7,266 shares; 2025Q4: 7,364 shares 7,364 $2.27M 0.55% +98 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: 16,311 shares; 2024Q4: 51,818 shares; 2025Q1: 70,568 shares; 2025Q2: 72,623 shares; 2025Q3: 72,323 shares; 2025Q4: 79,637 shares 79,637 $2.18M 0.53% +7,314 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: 4,246 shares; 2024Q4: 3,996 shares; 2025Q1: 12,586 shares; 2025Q2: 13,697 shares; 2025Q3: 13,795 shares; 2025Q4: 14,215 shares 14,215 $2.17M 0.52% +420 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,760 shares; 2025Q1: 3,765 shares; 2025Q2: 3,765 shares; 2025Q3: 3,765 shares; 2025Q4: 3,765 shares 3,765 $2.14M 0.51% 0 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED 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: 225,339 shares 225,339 $2.12M 0.51% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,726 shares; 2024Q4: 97,354 shares; 2025Q1: 89,399 shares; 2025Q2: 84,652 shares; 2025Q3: 88,610 shares; 2025Q4: 90,653 shares 90,653 $2.12M 0.51% +2,043 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: 4,322 shares; 2024Q4: 4,799 shares; 2025Q1: 5,183 shares; 2025Q2: 5,589 shares; 2025Q3: 6,150 shares; 2025Q4: 6,122 shares 6,122 $2.11M 0.51% -28 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: 7,139 shares; 2024Q4: 8,589 shares; 2025Q1: 9,651 shares; 2025Q2: 10,681 shares; 2025Q3: 12,360 shares; 2025Q4: 12,294 shares 12,294 $2.1M 0.51% -66 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: not reported; 2024Q4: not reported; 2025Q1: 2,727 shares; 2025Q2: 12,171 shares; 2025Q3: 17,016 shares; 2025Q4: 17,619 shares 17,619 $2.07M 0.5% +603 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,396 shares; 2025Q1: 3,579 shares; 2025Q2: 3,573 shares; 2025Q3: 3,550 shares; 2025Q4: 3,566 shares 3,566 $2.04M 0.49% +16 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: 21,350 shares; 2024Q4: 29,632 shares; 2025Q1: 27,206 shares; 2025Q2: 27,266 shares; 2025Q3: 34,525 shares; 2025Q4: 38,408 shares 38,408 $2.03M 0.49% +3,883 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: 15,391 shares; 2024Q4: 14,736 shares; 2025Q1: 13,821 shares; 2025Q2: 13,040 shares; 2025Q3: 12,729 shares; 2025Q4: 10,670 shares 10,670 $1.98M 0.48% -2,059 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,493 shares; 2025Q2: 23,752 shares; 2025Q3: 36,742 shares; 2025Q4: 33,322 shares 33,322 $1.98M 0.48% -3,420 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: 3,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,843 shares; 2025Q3: 23,526 shares; 2025Q4: 23,892 shares 23,892 $1.95M 0.47% +366 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,673 shares; 2025Q4: 76,821 shares 76,821 $1.91M 0.46% +10,148 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: 18,415 shares; 2024Q4: 27,369 shares; 2025Q1: 25,770 shares; 2025Q2: 26,260 shares; 2025Q3: 31,262 shares; 2025Q4: 31,316 shares 31,316 $1.9M 0.46% +54 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,355 shares; 2024Q4: 42,334 shares; 2025Q1: 42,138 shares; 2025Q2: 42,591 shares; 2025Q3: 42,910 shares; 2025Q4: 42,770 shares 42,770 $1.9M 0.46% -140 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 1,225 shares; 2025Q4: 1,416 shares 1,416 $1.88M 0.45% +191 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,239 shares; 2024Q4: 20,961 shares; 2025Q1: 20,878 shares; 2025Q2: 21,302 shares; 2025Q3: 20,933 shares; 2025Q4: 21,393 shares 21,393 $1.87M 0.45% +460 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: 18,409 shares; 2024Q4: 18,707 shares; 2025Q1: 20,446 shares; 2025Q2: 12,907 shares; 2025Q3: 10,358 shares; 2025Q4: 9,429 shares 9,429 $1.84M 0.44% -929 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 6,816 shares; 2025Q1: 7,396 shares; 2025Q2: 7,564 shares; 2025Q3: 7,686 shares; 2025Q4: 8,254 shares 8,254 $1.81M 0.44% +568 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: 6,550 shares; 2024Q4: 6,125 shares; 2025Q1: 6,143 shares; 2025Q2: 6,318 shares; 2025Q3: 6,288 shares; 2025Q4: 6,268 shares 6,268 $1.8M 0.43% -20 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: 36,022 shares; 2024Q4: 47,550 shares; 2025Q1: 41,812 shares; 2025Q2: 18,815 shares; 2025Q3: 22,080 shares; 2025Q4: 22,107 shares 22,107 $1.77M 0.43% +27 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,151 shares; 2025Q1: 5,704 shares; 2025Q2: 6,043 shares; 2025Q3: 6,800 shares; 2025Q4: 6,875 shares 6,875 $1.77M 0.43% +75 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: 10,870 shares; 2024Q4: 64,994 shares; 2025Q1: 68,585 shares; 2025Q2: 67,769 shares; 2025Q3: 70,311 shares; 2025Q4: 69,397 shares 69,397 $1.73M 0.42% -914 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,433 shares; 2025Q1: 2,919 shares; 2025Q2: 3,035 shares; 2025Q3: 3,491 shares; 2025Q4: 3,758 shares 3,758 $1.67M 0.4% +267 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: 15,018 shares; 2024Q4: 13,333 shares; 2025Q1: 13,478 shares; 2025Q2: 13,213 shares; 2025Q3: 13,243 shares; 2025Q4: 13,468 shares 13,468 $1.64M 0.39% +225 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: 78,595 shares; 2024Q4: 77,860 shares; 2025Q1: 78,844 shares; 2025Q2: 76,661 shares; 2025Q3: 79,496 shares; 2025Q4: 80,098 shares 80,098 $1.62M 0.39% +602 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,659 shares; 2024Q4: 175,609 shares; 2025Q1: 179,409 shares; 2025Q2: 182,909 shares; 2025Q3: 174,509 shares; 2025Q4: 181,859 shares 181,859 $1.62M 0.39% +7,350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,451 shares 10,451 $1.6M 0.39% new 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: 9,591 shares; 2024Q4: 24,407 shares; 2025Q1: 16,961 shares; 2025Q2: 24,876 shares; 2025Q3: 21,409 shares; 2025Q4: 21,715 shares 21,715 $1.55M 0.37% +306 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,922 shares; 2024Q4: 36,972 shares; 2025Q1: 36,876 shares; 2025Q2: 38,628 shares; 2025Q3: 38,386 shares; 2025Q4: 39,116 shares 39,116 $1.53M 0.37% +730 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,093 shares; 2024Q4: 17,830 shares; 2025Q1: 17,728 shares; 2025Q2: 17,451 shares; 2025Q3: 13,794 shares; 2025Q4: 12,663 shares 12,663 $1.52M 0.37% -1,131 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: 10,923 shares; 2024Q4: 10,024 shares; 2025Q1: 9,991 shares; 2025Q2: 9,970 shares; 2025Q3: 9,939 shares; 2025Q4: 9,853 shares 9,853 $1.52M 0.37% -86 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: 14,306 shares; 2024Q4: 21,082 shares; 2025Q1: 18,491 shares; 2025Q2: 18,988 shares; 2025Q3: 19,607 shares; 2025Q4: 15,892 shares 15,892 $1.51M 0.36% -3,715 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,056 shares; 2025Q2: 29,723 shares; 2025Q3: 32,041 shares; 2025Q4: 32,499 shares 32,499 $1.5M 0.36% +458 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: 9,821 shares; 2024Q4: 8,878 shares; 2025Q1: 8,681 shares; 2025Q2: 8,656 shares; 2025Q3: 7,547 shares; 2025Q4: 7,787 shares 7,787 $1.49M 0.36% +240 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: 1,836 shares; 2024Q4: 1,654 shares; 2025Q1: 1,865 shares; 2025Q2: 7,904 shares; 2025Q3: 11,250 shares; 2025Q4: 10,322 shares 10,322 $1.48M 0.36% -928 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: 36,944 shares; 2024Q4: 53,176 shares; 2025Q1: 46,138 shares; 2025Q2: 37,476 shares; 2025Q3: 30,489 shares; 2025Q4: 30,645 shares 30,645 $1.43M 0.34% +156 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: 6,139 shares; 2024Q4: 6,117 shares; 2025Q1: 6,115 shares; 2025Q2: 6,266 shares; 2025Q3: 6,473 shares; 2025Q4: 6,457 shares 6,457 $1.42M 0.34% -16 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: 9,373 shares; 2024Q4: 11,941 shares; 2025Q1: 13,641 shares; 2025Q2: 14,200 shares; 2025Q3: 8,033 shares; 2025Q4: 7,095 shares 7,095 $1.41M 0.34% -938 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,090 shares; 2025Q4: 1,553 shares 1,553 $1.41M 0.34% -537 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,266 shares; 2025Q3: 1,514 shares; 2025Q4: 14,878 shares 14,878 $1.39M 0.34% +13,364 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: 1,454 shares; 2024Q4: 1,398 shares; 2025Q1: 1,006 shares; 2025Q2: 990 shares; 2025Q3: 5,718 shares; 2025Q4: 5,982 shares 5,982 $1.36M 0.33% +264 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: 37,740 shares; 2024Q4: 16,848 shares; 2025Q1: 15,180 shares; 2025Q2: 14,274 shares; 2025Q3: 12,708 shares; 2025Q4: 12,713 shares 12,713 $1.3M 0.31% +5 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: 6,879 shares; 2024Q4: 6,852 shares; 2025Q1: 7,792 shares; 2025Q2: 6,844 shares; 2025Q3: 6,889 shares; 2025Q4: 6,774 shares 6,774 $1.3M 0.31% -115 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,395 shares 48,395 $1.29M 0.31% new Timeline SPHD 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: 27,587 shares; 2024Q4: 26,387 shares; 2025Q1: 27,212 shares; 2025Q2: 27,212 shares; 2025Q3: 26,722 shares; 2025Q4: 26,872 shares 26,872 $1.29M 0.31% +150 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: 24,413 shares; 2024Q4: 26,318 shares; 2025Q1: 30,843 shares; 2025Q2: 29,454 shares; 2025Q3: 29,842 shares; 2025Q4: 30,566 shares 30,566 $1.24M 0.3% +724 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: 27,540 shares; 2024Q4: 26,640 shares; 2025Q1: 26,090 shares; 2025Q2: 25,915 shares; 2025Q3: 25,415 shares; 2025Q4: 24,670 shares 24,670 $1.18M 0.28% -745 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: 6,039 shares; 2024Q4: 6,001 shares; 2025Q1: 5,909 shares; 2025Q2: 6,059 shares; 2025Q3: 5,695 shares; 2025Q4: 5,596 shares 5,596 $1.16M 0.28% -99 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 998 shares; 2025Q4: 1,020 shares 1,020 $1.09M 0.26% +22 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: 5,971 shares; 2024Q4: 5,753 shares; 2025Q1: 8,680 shares; 2025Q2: 17,002 shares; 2025Q3: 14,268 shares; 2025Q4: 15,127 shares 15,127 $1.02M 0.24% +859 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: 15,691 shares; 2024Q4: 15,011 shares; 2025Q1: 14,889 shares; 2025Q2: 15,861 shares; 2025Q3: 15,134 shares; 2025Q4: 16,057 shares 16,057 $1M 0.24% +923 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: 13,772 shares; 2024Q4: 13,613 shares; 2025Q1: 13,512 shares; 2025Q2: 13,375 shares; 2025Q3: 12,995 shares; 2025Q4: 12,911 shares 12,911 $1M 0.24% -84 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: 17,003 shares; 2024Q4: 16,999 shares; 2025Q1: 17,506 shares; 2025Q2: 16,770 shares; 2025Q3: 15,813 shares; 2025Q4: 17,035 shares 17,035 $960K 0.23% +1,222 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: 44,515 shares; 2024Q4: 49,706 shares; 2025Q1: 52,202 shares; 2025Q2: 21,331 shares; 2025Q3: 16,808 shares; 2025Q4: 17,055 shares 17,055 $938K 0.23% +247 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: 6,877 shares; 2025Q1: 6,872 shares; 2025Q2: 6,957 shares; 2025Q3: 11,035 shares; 2025Q4: 11,124 shares 11,124 $921K 0.22% +89 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,721 shares; 2024Q4: 43,376 shares; 2025Q1: 38,313 shares; 2025Q2: 32,134 shares; 2025Q3: 28,987 shares; 2025Q4: 28,352 shares 28,352 $921K 0.22% -635 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 9,716 shares; 2025Q1: 10,026 shares; 2025Q2: 10,005 shares; 2025Q3: 8,985 shares; 2025Q4: 8,975 shares 8,975 $864K 0.21% -10 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,340 shares; 2024Q4: 25,538 shares; 2025Q1: 25,388 shares; 2025Q2: 21,738 shares; 2025Q3: 19,113 shares; 2025Q4: 19,270 shares 19,270 $833K 0.2% +157 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 5,277 shares; 2025Q1: 5,237 shares; 2025Q2: 5,237 shares; 2025Q3: 5,052 shares; 2025Q4: 5,017 shares 5,017 $821K 0.2% -35 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: 1,001 shares; 2024Q4: 1,476 shares; 2025Q1: 1,976 shares; 2025Q2: 2,141 shares; 2025Q3: 2,388 shares; 2025Q4: 2,568 shares 2,568 $808K 0.19% +180 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: 4,694 shares; 2025Q1: 4,499 shares; 2025Q2: 4,506 shares; 2025Q3: 4,397 shares; 2025Q4: 4,445 shares 4,445 $790K 0.19% +48 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,142 shares; 2025Q2: 7,021 shares; 2025Q3: 9,732 shares; 2025Q4: 11,024 shares 11,024 $782K 0.19% +1,292 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: 3,252 shares; 2024Q4: 3,282 shares; 2025Q1: 4,109 shares; 2025Q2: 2,951 shares; 2025Q3: 3,131 shares; 2025Q4: 4,904 shares 4,904 $759K 0.18% +1,773 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.18% 0 Timeline SPIB 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: 74,286 shares; 2024Q4: 46,475 shares; 2025Q1: 37,967 shares; 2025Q2: 32,766 shares; 2025Q3: 22,973 shares; 2025Q4: 21,833 shares 21,833 $738K 0.18% -1,140 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: 7,151 shares; 2024Q4: 5,351 shares; 2025Q1: 5,745 shares; 2025Q2: 6,607 shares; 2025Q3: 6,614 shares; 2025Q4: 9,996 shares 9,996 $735K 0.18% +3,382 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,184 shares; 2024Q4: 35,553 shares; 2025Q1: 34,495 shares; 2025Q2: 32,653 shares; 2025Q3: 34,038 shares; 2025Q4: 12,927 shares 12,927 $734K 0.18% -21,111 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: 24,385 shares; 2024Q4: 21,089 shares; 2025Q1: 20,540 shares; 2025Q2: 20,066 shares; 2025Q3: 19,668 shares; 2025Q4: 18,194 shares 18,194 $730K 0.18% -1,474 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: 7,793 shares; 2024Q4: 6,825 shares; 2025Q1: 5,841 shares; 2025Q2: 5,725 shares; 2025Q3: 5,787 shares; 2025Q4: 5,978 shares 5,978 $719K 0.17% +191 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,940 shares; 2025Q3: 21,217 shares; 2025Q4: 21,559 shares 21,559 $718K 0.17% +342 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: 1,528 shares; 2024Q4: 1,730 shares; 2025Q1: 2,017 shares; 2025Q2: 2,594 shares; 2025Q3: 2,846 shares; 2025Q4: 3,136 shares 3,136 $717K 0.17% +290 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: 13,954 shares; 2024Q4: 13,932 shares; 2025Q1: 14,359 shares; 2025Q2: 14,116 shares; 2025Q3: 14,271 shares; 2025Q4: 14,226 shares 14,226 $710K 0.17% -45 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,774 shares; 2025Q3: 13,774 shares; 2025Q4: 14,045 shares 14,045 $702K 0.17% +271 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,246 shares; 2025Q3: 18,077 shares; 2025Q4: 18,208 shares 18,208 $702K 0.17% +131 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: 1,012 shares; 2024Q4: 1,029 shares; 2025Q1: 1,030 shares; 2025Q2: 1,028 shares; 2025Q3: 1,009 shares; 2025Q4: 1,026 shares 1,026 $700K 0.17% +17 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,258 shares 2,258 $680K 0.16% 0 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: 8,945 shares; 2025Q3: 12,117 shares; 2025Q4: 11,425 shares 11,425 $664K 0.16% -692 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,109 shares; 2024Q4: 21,389 shares; 2025Q1: 21,489 shares; 2025Q2: 21,076 shares; 2025Q3: 21,526 shares; 2025Q4: 20,296 shares 20,296 $651K 0.16% -1,230 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,120 shares; 2025Q1: 1,313 shares; 2025Q2: 1,274 shares; 2025Q3: 1,801 shares; 2025Q4: 947 shares 947 $649K 0.16% -854 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,059 shares; 2025Q1: 6,174 shares; 2025Q2: 4,788 shares; 2025Q3: 7,674 shares; 2025Q4: 7,594 shares 7,594 $648K 0.16% -80 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 5,350 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares 5,050 $643K 0.15% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,248 shares; 2024Q4: 35,581 shares; 2025Q1: 35,615 shares; 2025Q2: 36,587 shares; 2025Q3: 35,487 shares; 2025Q4: 6,186 shares 6,186 $634K 0.15% -29,301 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: 2,952 shares; 2024Q4: 2,948 shares; 2025Q1: 2,986 shares; 2025Q2: 2,782 shares; 2025Q3: 2,504 shares; 2025Q4: 2,500 shares 2,500 $615K 0.15% -4 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,397 shares; 2024Q4: 7,213 shares; 2025Q1: 7,567 shares; 2025Q2: 7,374 shares; 2025Q3: 6,979 shares; 2025Q4: 5,458 shares 5,458 $601K 0.14% -1,521 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: 1,583 shares; 2024Q4: 1,549 shares; 2025Q1: 1,527 shares; 2025Q2: 1,488 shares; 2025Q3: 1,488 shares; 2025Q4: 1,399 shares 1,399 $577K 0.14% -89 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,787 shares; 2025Q2: 2,080 shares; 2025Q3: 3,685 shares; 2025Q4: 3,715 shares 3,715 $576K 0.14% +30 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,927 shares; 2025Q1: 4,930 shares; 2025Q2: 5,109 shares; 2025Q3: 6,403 shares; 2025Q4: 6,826 shares 6,826 $575K 0.14% +423 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,089 shares; 2025Q1: 1,424 shares; 2025Q2: 1,524 shares; 2025Q3: 1,510 shares; 2025Q4: 1,578 shares 1,578 $568K 0.14% +68 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: not reported; 2024Q4: 820 shares; 2025Q1: 1,311 shares; 2025Q2: 1,160 shares; 2025Q3: 1,269 shares; 2025Q4: 1,263 shares 1,263 $568K 0.14% -6 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,210 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $563K 0.14% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,206 shares; 2025Q1: 3,978 shares; 2025Q2: 4,031 shares; 2025Q3: 3,902 shares; 2025Q4: 4,627 shares 4,627 $552K 0.13% +725 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 8,230 shares; 2025Q1: 8,160 shares; 2025Q2: 8,160 shares; 2025Q3: 7,940 shares; 2025Q4: 6,710 shares 6,710 $546K 0.13% -1,230 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: 5,064 shares; 2024Q4: 4,738 shares; 2025Q1: 4,568 shares; 2025Q2: 1,523 shares; 2025Q3: 1,299 shares; 2025Q4: 1,364 shares 1,364 $541K 0.13% +65 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,576 shares; 2024Q4: 20,336 shares; 2025Q1: 16,256 shares; 2025Q2: 13,650 shares; 2025Q3: 10,944 shares; 2025Q4: 10,595 shares 10,595 $539K 0.13% -349 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: 1,738 shares; 2024Q4: 1,622 shares; 2025Q1: 1,600 shares; 2025Q2: 1,613 shares; 2025Q3: 1,133 shares; 2025Q4: 1,100 shares 1,100 $537K 0.13% -33 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: 15,224 shares; 2024Q4: 10,019 shares; 2025Q1: 9,280 shares; 2025Q2: 8,110 shares; 2025Q3: 6,474 shares; 2025Q4: 5,316 shares 5,316 $534K 0.13% -1,158 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,355 shares; 2025Q1: 3,038 shares; 2025Q2: 3,164 shares; 2025Q3: 3,380 shares; 2025Q4: 5,506 shares 5,506 $530K 0.13% +2,126 Timeline PNQI 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: 10,275 shares; 2024Q4: 9,760 shares; 2025Q1: 9,760 shares; 2025Q2: 9,760 shares; 2025Q3: 9,760 shares; 2025Q4: 9,760 shares 9,760 $527K 0.13% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,562 shares; 2024Q4: 30,253 shares; 2025Q1: 30,168 shares; 2025Q2: 29,168 shares; 2025Q3: 28,154 shares; 2025Q4: 27,849 shares 27,849 $519K 0.12% -305 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,079 shares 4,079 $507K 0.12% new 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: 10,866 shares; 2024Q4: 10,352 shares; 2025Q1: 9,815 shares; 2025Q2: 9,816 shares; 2025Q3: 9,852 shares; 2025Q4: 9,489 shares 9,489 $506K 0.12% -363 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: 7,725 shares; 2024Q4: 4,728 shares; 2025Q1: 4,832 shares; 2025Q2: 7,263 shares; 2025Q3: 4,778 shares; 2025Q4: 5,624 shares 5,624 $503K 0.12% +846 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 6,126 shares; 2025Q1: 6,126 shares; 2025Q2: 6,116 shares; 2025Q3: 6,106 shares; 2025Q4: 6,074 shares 6,074 $501K 0.12% -32 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,880 shares; 2025Q4: 4,676 shares 4,676 $475K 0.11% +1,796 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: 681 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 723 shares 723 $473K 0.11% +48 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: not reported; 2024Q4: not reported; 2025Q1: 1,320 shares; 2025Q2: 2,390 shares; 2025Q3: 2,243 shares; 2025Q4: 2,288 shares 2,288 $470K 0.11% +45 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,806 shares; 2024Q4: 7,990 shares; 2025Q1: 8,224 shares; 2025Q2: 9,028 shares; 2025Q3: 7,070 shares; 2025Q4: 7,187 shares 7,187 $467K 0.11% +117 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: not reported; 2024Q4: 931 shares; 2025Q1: 1,400 shares; 2025Q2: 1,009 shares; 2025Q3: 1,960 shares; 2025Q4: 3,908 shares 3,908 $467K 0.11% +1,948 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: 3,487 shares; 2024Q4: 3,930 shares; 2025Q1: 3,810 shares; 2025Q2: 3,940 shares; 2025Q3: 3,935 shares; 2025Q4: 3,975 shares 3,975 $464K 0.11% +40 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: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,495 shares; 2025Q4: 3,490 shares 3,490 $462K 0.11% -5 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,796 shares; 2025Q1: 4,965 shares; 2025Q2: 5,504 shares; 2025Q3: 8,314 shares; 2025Q4: 8,277 shares 8,277 $457K 0.11% -37 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: 6,320 shares; 2024Q4: 6,350 shares; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,600 shares; 2025Q4: 6,800 shares 6,800 $452K 0.11% +200 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,368 shares; 2024Q4: 34,312 shares; 2025Q1: 35,773 shares; 2025Q2: 34,367 shares; 2025Q3: 33,304 shares; 2025Q4: 32,834 shares 32,834 $446K 0.11% -470 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: 2,728 shares; 2024Q4: 2,009 shares; 2025Q1: 2,104 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,050 shares 2,050 $445K 0.11% +4 Timeline MLN 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: 11,374 shares; 2025Q3: 17,347 shares; 2025Q4: 25,212 shares 25,212 $442K 0.11% +7,865 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares 1,251 $441K 0.11% 0 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: 580 shares; 2024Q4: 580 shares; 2025Q1: 573 shares; 2025Q2: 595 shares; 2025Q3: 583 shares; 2025Q4: 583 shares 583 $439K 0.11% 0 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: 22,983 shares; 2024Q4: 19,713 shares; 2025Q1: 20,032 shares; 2025Q2: 19,410 shares; 2025Q3: 18,219 shares; 2025Q4: 17,650 shares 17,650 $438K 0.11% -569 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,298 shares; 2025Q2: 10,504 shares; 2025Q3: 9,500 shares; 2025Q4: 9,624 shares 9,624 $438K 0.11% +124 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,923 shares; 2024Q4: 7,038 shares; 2025Q1: 7,592 shares; 2025Q2: 7,818 shares; 2025Q3: 4,865 shares; 2025Q4: 4,803 shares 4,803 $432K 0.1% -62 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 1,848 shares; 2025Q3: 2,392 shares; 2025Q4: 2,459 shares 2,459 $431K 0.1% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,450 shares 4,450 $427K 0.1% new 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: 7,498 shares; 2024Q4: 7,702 shares; 2025Q1: 7,918 shares; 2025Q2: 6,753 shares; 2025Q3: 6,711 shares; 2025Q4: 6,793 shares 6,793 $424K 0.1% +82 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,234 shares; 2024Q4: 8,619 shares; 2025Q1: 9,129 shares; 2025Q2: 10,092 shares; 2025Q3: 9,495 shares; 2025Q4: 9,940 shares 9,940 $405K 0.1% +445 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: 8,054 shares; 2024Q4: 6,715 shares; 2025Q1: 5,245 shares; 2025Q2: 14,631 shares; 2025Q3: 8,521 shares; 2025Q4: 5,813 shares 5,813 $404K 0.1% -2,708 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: 3,807 shares; 2024Q4: 4,097 shares; 2025Q1: 4,452 shares; 2025Q2: 4,599 shares; 2025Q3: 4,744 shares; 2025Q4: 4,027 shares 4,027 $399K 0.1% -717 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,660 shares; 2025Q3: 3,852 shares; 2025Q4: 3,968 shares 3,968 $394K 0.09% +116 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: 4,783 shares; 2024Q4: 4,711 shares; 2025Q1: 4,599 shares; 2025Q2: 3,729 shares; 2025Q3: 3,628 shares; 2025Q4: 3,322 shares 3,322 $394K 0.09% -306 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: 6,415 shares; 2024Q4: 6,245 shares; 2025Q1: 5,965 shares; 2025Q2: 5,965 shares; 2025Q3: 5,965 shares; 2025Q4: 5,970 shares 5,970 $388K 0.09% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,631 shares; 2025Q3: 1,693 shares; 2025Q4: 1,749 shares 1,749 $371K 0.09% +56 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 5,706 shares; 2025Q1: 4,910 shares; 2025Q2: 7,123 shares; 2025Q3: 7,621 shares; 2025Q4: 7,818 shares 7,818 $370K 0.09% +197 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 6,697 shares; 2025Q1: 6,647 shares; 2025Q2: 6,093 shares; 2025Q3: 6,093 shares; 2025Q4: 6,093 shares 6,093 $368K 0.09% 0 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,964 shares; 2025Q2: 9,317 shares; 2025Q3: 7,809 shares; 2025Q4: 11,595 shares 11,595 $368K 0.09% +3,786 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 3,442 shares; 2025Q4: 3,676 shares 3,676 $367K 0.09% +234 Timeline HEDJ 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: 7,190 shares; 2024Q4: 7,190 shares; 2025Q1: 7,190 shares; 2025Q2: 7,190 shares; 2025Q3: 6,740 shares; 2025Q4: 6,740 shares 6,740 $358K 0.09% 0 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: 14,016 shares; 2024Q4: 12,679 shares; 2025Q1: 7,537 shares; 2025Q2: 7,461 shares; 2025Q3: 6,466 shares; 2025Q4: 6,542 shares 6,542 $352K 0.08% +76 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: 1,248 shares; 2024Q4: 755 shares; 2025Q1: 748 shares; 2025Q2: 794 shares; 2025Q3: 657 shares; 2025Q4: 556 shares 556 $349K 0.08% -101 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,501 shares; 2024Q4: 48,612 shares; 2025Q1: 49,772 shares; 2025Q2: 51,864 shares; 2025Q3: 52,210 shares; 2025Q4: 7,843 shares 7,843 $348K 0.08% -44,367 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 321 shares 321 $344K 0.08% new 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: 50,412 shares; 2024Q4: 52,393 shares; 2025Q1: 52,662 shares; 2025Q2: 35,913 shares; 2025Q3: 33,448 shares; 2025Q4: 9,833 shares 9,833 $337K 0.08% -23,615 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,188 shares 2,188 $336K 0.08% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 6,035 shares; 2025Q1: 6,000 shares; 2025Q2: 4,848 shares; 2025Q3: 3,778 shares; 2025Q4: 3,044 shares 3,044 $335K 0.08% -734 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,312 shares; 2024Q4: 5,312 shares; 2025Q1: 5,812 shares; 2025Q2: 6,912 shares; 2025Q3: 7,107 shares; 2025Q4: 7,107 shares 7,107 $334K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,977 shares 7,977 $333K 0.08% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 559 shares; 2025Q1: 558 shares; 2025Q2: 552 shares; 2025Q3: 551 shares; 2025Q4: 549 shares 549 $332K 0.08% -2 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: 4,213 shares; 2024Q4: 3,875 shares; 2025Q1: 4,437 shares; 2025Q2: 4,458 shares; 2025Q3: 4,479 shares; 2025Q4: 4,501 shares 4,501 $331K 0.08% +22 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 595 shares 595 $329K 0.08% -25 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: 8,622 shares; 2024Q4: 8,978 shares; 2025Q1: 9,282 shares; 2025Q2: 10,108 shares; 2025Q3: 1,394 shares; 2025Q4: 991 shares 991 $327K 0.08% -403 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: 3,526 shares; 2024Q4: 3,629 shares; 2025Q1: 713 shares; 2025Q2: 704 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $326K 0.08% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,941 shares; 2024Q4: 10,593 shares; 2025Q1: 9,955 shares; 2025Q2: 7,659 shares; 2025Q3: 6,689 shares; 2025Q4: 5,709 shares 5,709 $325K 0.08% -980 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: not reported; 2024Q4: 3,706 shares; 2025Q1: 2,977 shares; 2025Q2: 2,966 shares; 2025Q3: 3,117 shares; 2025Q4: 3,474 shares 3,474 $324K 0.08% +357 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: 6,249 shares; 2024Q4: 7,568 shares; 2025Q1: 8,266 shares; 2025Q2: 1,653 shares; 2025Q3: 1,113 shares; 2025Q4: 1,194 shares 1,194 $324K 0.08% +81 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,162 shares; 2025Q4: 4,199 shares 4,199 $323K 0.08% +37 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: 2,263 shares; 2024Q4: 2,263 shares; 2025Q1: 2,263 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,263 shares 2,263 $319K 0.08% 0 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: 11,037 shares; 2024Q4: 12,227 shares; 2025Q1: 10,686 shares; 2025Q2: 10,200 shares; 2025Q3: 10,135 shares; 2025Q4: 10,475 shares 10,475 $316K 0.08% +340 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: 2,255 shares; 2024Q4: 1,494 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares 1,598 $312K 0.08% new 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: 10,947 shares; 2024Q4: 11,107 shares; 2025Q1: 10,839 shares; 2025Q2: 10,158 shares; 2025Q3: 10,694 shares; 2025Q4: 10,420 shares 10,420 $311K 0.07% -274 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares 4,053 $308K 0.07% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,714 shares; 2024Q4: 7,769 shares; 2025Q1: 7,904 shares; 2025Q2: 7,726 shares; 2025Q3: 6,898 shares; 2025Q4: 6,925 shares 6,925 $307K 0.07% +27 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 11,215 shares; 2025Q1: 9,970 shares; 2025Q2: 9,705 shares; 2025Q3: 9,790 shares; 2025Q4: 10,740 shares 10,740 $306K 0.07% +950 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: 6,000 shares; 2024Q4: 5,551 shares; 2025Q1: 4,749 shares; 2025Q2: 4,251 shares; 2025Q3: 4,058 shares; 2025Q4: 4,109 shares 4,109 $303K 0.07% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,730 shares 3,730 $300K 0.07% new 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: 7,763 shares; 2024Q4: 7,513 shares; 2025Q1: 7,508 shares; 2025Q2: 7,078 shares; 2025Q3: 6,288 shares; 2025Q4: 6,413 shares 6,413 $296K 0.07% +125 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,184 shares; 2025Q4: 3,965 shares 3,965 $292K 0.07% +781 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: 711 shares; 2024Q4: 776 shares; 2025Q1: 788 shares; 2025Q2: 769 shares; 2025Q3: 748 shares; 2025Q4: 681 shares 681 $290K 0.07% -67 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: 4,368 shares; 2024Q4: 4,379 shares; 2025Q1: 4,311 shares; 2025Q2: 4,781 shares; 2025Q3: 4,157 shares; 2025Q4: 3,880 shares 3,880 $285K 0.07% -277 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest 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: 9,551 shares; 2025Q4: 11,797 shares 11,797 $284K 0.07% +2,246 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: 2,379 shares; 2024Q4: 2,645 shares; 2025Q1: 2,631 shares; 2025Q2: 2,662 shares; 2025Q3: 2,612 shares; 2025Q4: 2,486 shares 2,486 $283K 0.07% -126 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,374 shares; 2025Q2: 1,403 shares; 2025Q3: 1,493 shares; 2025Q4: 1,748 shares 1,748 $280K 0.07% +255 Timeline PTC PTC INC More: the full row for PTC 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: 1,499 shares; 2025Q4: 1,550 shares 1,550 $270K 0.07% +51 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: 1,662 shares; 2024Q4: 1,928 shares; 2025Q1: 1,338 shares; 2025Q2: 906 shares; 2025Q3: 815 shares; 2025Q4: 815 shares 815 $267K 0.06% 0 Timeline WELLS FARGO & CO 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: 262 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 220 shares 220 $267K 0.06% +10 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,476 shares; 2025Q1: 2,632 shares; 2025Q2: 2,688 shares; 2025Q3: 2,713 shares; 2025Q4: 2,794 shares 2,794 $262K 0.06% +81 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: 604 shares; 2024Q4: 614 shares; 2025Q1: 556 shares; 2025Q2: 549 shares; 2025Q3: 631 shares; 2025Q4: 550 shares 550 $260K 0.06% -81 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME 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: 5,344 shares; 2025Q4: 7,104 shares 7,104 $260K 0.06% +1,760 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: 3,335 shares; 2024Q4: 2,988 shares; 2025Q1: 2,988 shares; 2025Q2: 2,999 shares; 2025Q3: 2,999 shares; 2025Q4: 3,199 shares 3,199 $258K 0.06% +200 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: not reported; 2024Q4: not reported; 2025Q1: 2,026 shares; 2025Q2: 2,129 shares; 2025Q3: 2,153 shares; 2025Q4: 2,087 shares 2,087 $256K 0.06% -66 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,030 shares; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,742 shares 1,742 $255K 0.06% +42 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,166 shares; 2025Q1: 2,966 shares; 2025Q2: 2,895 shares; 2025Q3: 2,663 shares; 2025Q4: 2,313 shares 2,313 $254K 0.06% -350 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: 1,829 shares; 2024Q4: 1,832 shares; 2025Q1: 1,817 shares; 2025Q2: 1,476 shares; 2025Q3: 1,232 shares; 2025Q4: 1,217 shares 1,217 $251K 0.06% -15 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 2,738 shares; 2025Q3: 2,792 shares; 2025Q4: 2,783 shares 2,783 $246K 0.06% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,390 shares 5,390 $246K 0.06% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,109 shares; 2025Q3: 3,024 shares; 2025Q4: 3,024 shares 3,024 $245K 0.06% 0 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: 774 shares; 2024Q4: 758 shares; 2025Q1: 755 shares; 2025Q2: 726 shares; 2025Q3: 716 shares; 2025Q4: 702 shares 702 $242K 0.06% -14 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,499 shares; 2025Q4: 5,403 shares 5,403 $242K 0.06% +2,904 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,853 shares; 2025Q3: 1,825 shares; 2025Q4: 1,738 shares 1,738 $237K 0.06% -87 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,735 shares; 2025Q1: not reported; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares 1,810 $235K 0.06% 0 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: 2,282 shares; 2024Q4: 2,304 shares; 2025Q1: 2,360 shares; 2025Q2: 2,289 shares; 2025Q3: 2,027 shares; 2025Q4: 2,202 shares 2,202 $232K 0.06% +175 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,746 shares; 2025Q1: 2,610 shares; 2025Q2: 2,520 shares; 2025Q3: 2,444 shares; 2025Q4: 2,505 shares 2,505 $232K 0.06% +61 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 8,020 shares; 2025Q1: 2,553 shares; 2025Q2: not reported; 2025Q3: 2,646 shares; 2025Q4: 2,646 shares 2,646 $231K 0.06% 0 Timeline ITM 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: 6,875 shares; 2025Q3: 5,751 shares; 2025Q4: 4,866 shares 4,866 $229K 0.06% -885 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 901 shares 901 $226K 0.05% -959 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,667 shares; 2025Q1: 58,111 shares; 2025Q2: 58,578 shares; 2025Q3: 60,054 shares; 2025Q4: 9,442 shares 9,442 $220K 0.05% -50,612 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,685 shares; 2025Q1: 1,682 shares; 2025Q2: 1,647 shares; 2025Q3: 1,400 shares; 2025Q4: 1,299 shares 1,299 $219K 0.05% -101 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,991 shares; 2024Q4: 47,473 shares; 2025Q1: 47,053 shares; 2025Q2: 45,853 shares; 2025Q3: 43,944 shares; 2025Q4: 44,344 shares 44,344 $219K 0.05% +400 Timeline XSLV 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: 13,448 shares; 2024Q4: 8,235 shares; 2025Q1: 7,201 shares; 2025Q2: 5,803 shares; 2025Q3: 5,175 shares; 2025Q4: 4,696 shares 4,696 $218K 0.05% -479 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,777 shares; 2025Q4: 3,639 shares 3,639 $217K 0.05% -2,138 Timeline REZ 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: 3,052 shares; 2024Q4: 3,070 shares; 2025Q1: 3,026 shares; 2025Q2: 3,035 shares; 2025Q3: 2,603 shares; 2025Q4: 2,611 shares 2,611 $216K 0.05% +8 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: 727 shares; 2024Q4: not reported; 2025Q1: 713 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares 691 $216K 0.05% new Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,269 shares; 2025Q4: 4,426 shares 4,426 $213K 0.05% +157 Timeline ONEY 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: 1,901 shares; 2024Q4: 2,176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,789 shares; 2025Q4: 1,867 shares 1,867 $212K 0.05% +78 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: 2,882 shares; 2024Q4: 3,682 shares; 2025Q1: 4,098 shares; 2025Q2: 4,126 shares; 2025Q3: 4,148 shares; 2025Q4: 3,620 shares 3,620 $211K 0.05% -528 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,094 shares; 2025Q4: 3,244 shares 3,244 $210K 0.05% +150 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: 1,450 shares; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: not reported; 2025Q4: 1,450 shares 1,450 $210K 0.05% new 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: 4,041 shares; 2024Q4: 4,039 shares; 2025Q1: 3,996 shares; 2025Q2: 3,910 shares; 2025Q3: 3,890 shares; 2025Q4: 3,845 shares 3,845 $210K 0.05% -45 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: 1,015 shares; 2024Q4: 994 shares; 2025Q1: 993 shares; 2025Q2: 972 shares; 2025Q3: 949 shares; 2025Q4: 939 shares 939 $210K 0.05% -10 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: 22,605 shares; 2024Q4: 20,105 shares; 2025Q1: 18,605 shares; 2025Q2: 18,605 shares; 2025Q3: 18,605 shares; 2025Q4: 18,605 shares 18,605 $209K 0.05% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,758 shares; 2024Q4: 27,122 shares; 2025Q1: 26,975 shares; 2025Q2: 4,015 shares; 2025Q3: 2,037 shares; 2025Q4: 1,644 shares 1,644 $208K 0.05% -393 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 3,982 shares; 2025Q1: 3,970 shares; 2025Q2: 3,901 shares; 2025Q3: 2,889 shares; 2025Q4: 2,586 shares 2,586 $206K 0.05% -303 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: not reported; 2025Q4: 2,241 shares 2,241 $206K 0.05% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 3,604 shares; 2025Q1: 3,462 shares; 2025Q2: 2,805 shares; 2025Q3: not reported; 2025Q4: 1,670 shares 1,670 $206K 0.05% new Timeline IYR 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: 2,072 shares; 2025Q4: 2,139 shares 2,139 $201K 0.05% +67 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,737 shares; 2024Q4: 11,737 shares; 2025Q1: 11,737 shares; 2025Q2: 11,737 shares; 2025Q3: 11,737 shares; 2025Q4: 11,737 shares 11,737 $199K 0.05% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,452 shares; 2025Q1: 11,552 shares; 2025Q2: 11,952 shares; 2025Q3: 12,019 shares; 2025Q4: 13,884 shares 13,884 $112K 0.03% +1,865 Timeline