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: 135,316 shares; 2024Q4: 131,903 shares; 2025Q1: 130,756 shares; 2025Q2: 112,526 shares; 2025Q3: 118,892 shares; 2025Q4: 124,234 shares 124,234 $85.1M 5.09% +5,342 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: 134,109 shares; 2024Q4: 128,491 shares; 2025Q1: 123,901 shares; 2025Q2: 124,099 shares; 2025Q3: 127,944 shares; 2025Q4: 127,471 shares 127,471 $34.7M 2.07% -473 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: 63,363 shares; 2024Q4: 64,741 shares; 2025Q1: 61,595 shares; 2025Q2: 61,997 shares; 2025Q3: 62,938 shares; 2025Q4: 55,585 shares 55,585 $34.1M 2.04% -7,353 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: 40,923 shares; 2024Q4: 41,876 shares; 2025Q1: 46,314 shares; 2025Q2: 45,958 shares; 2025Q3: 47,459 shares; 2025Q4: 48,061 shares 48,061 $32.8M 1.96% +602 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: 238,003 shares; 2024Q4: 783,827 shares; 2025Q1: 963,901 shares; 2025Q2: 996,545 shares; 2025Q3: 1,003,845 shares; 2025Q4: 966,159 shares 966,159 $26.5M 1.58% -37,686 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: 60,407 shares; 2024Q4: 56,547 shares; 2025Q1: 47,190 shares; 2025Q2: 51,573 shares; 2025Q3: 52,890 shares; 2025Q4: 54,544 shares 54,544 $26.4M 1.58% +1,654 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: 196,051 shares; 2024Q4: 206,272 shares; 2025Q1: 206,168 shares; 2025Q2: 209,214 shares; 2025Q3: 224,987 shares; 2025Q4: 233,348 shares 233,348 $25.7M 1.54% +8,361 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,042 shares; 2024Q4: 117,684 shares; 2025Q1: 135,864 shares; 2025Q2: 115,428 shares; 2025Q3: 125,238 shares; 2025Q4: 133,510 shares 133,510 $24.9M 1.49% +8,272 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,143 shares; 2024Q4: 245,757 shares; 2025Q1: 257,687 shares; 2025Q2: 258,284 shares; 2025Q3: 262,228 shares; 2025Q4: 267,350 shares 267,350 $24.7M 1.48% +5,122 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: 49,795 shares; 2024Q4: 45,110 shares; 2025Q1: 46,485 shares; 2025Q2: 47,459 shares; 2025Q3: 48,750 shares; 2025Q4: 50,018 shares 50,018 $24.4M 1.46% +1,268 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,485 shares; 2024Q4: 32,816 shares; 2025Q1: 48,275 shares; 2025Q2: 56,553 shares; 2025Q3: 62,201 shares; 2025Q4: 101,961 shares 101,961 $21.6M 1.29% +39,760 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: 468,091 shares; 2024Q4: 430,820 shares; 2025Q1: 438,552 shares; 2025Q2: 426,073 shares; 2025Q3: 388,894 shares; 2025Q4: 448,866 shares 448,866 $20.9M 1.25% +59,972 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: 276,237 shares; 2024Q4: 297,565 shares; 2025Q1: 286,251 shares; 2025Q2: 281,192 shares; 2025Q3: 292,705 shares; 2025Q4: 323,750 shares 323,750 $20.2M 1.21% +31,045 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: 204,944 shares; 2024Q4: 195,428 shares; 2025Q1: 203,651 shares; 2025Q2: 216,509 shares; 2025Q3: 271,449 shares; 2025Q4: 326,791 shares 326,791 $19.9M 1.19% +55,342 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: 139,320 shares; 2024Q4: 133,491 shares; 2025Q1: 139,313 shares; 2025Q2: 130,213 shares; 2025Q3: 132,269 shares; 2025Q4: 155,694 shares 155,694 $19.2M 1.15% +23,425 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: 39,992 shares; 2024Q4: 39,278 shares; 2025Q1: 79,190 shares; 2025Q2: 150,184 shares; 2025Q3: 184,166 shares; 2025Q4: 273,820 shares 273,820 $18.4M 1.1% +89,654 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 9,148 shares; 2025Q1: 19,726 shares; 2025Q2: 25,379 shares; 2025Q3: 44,978 shares; 2025Q4: 50,412 shares 50,412 $17.3M 1.03% +5,434 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: 111,747 shares; 2024Q4: 114,779 shares; 2025Q1: 77,877 shares; 2025Q2: 78,719 shares; 2025Q3: 71,075 shares; 2025Q4: 72,387 shares 72,387 $16.5M 0.99% +1,312 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: 91,431 shares; 2024Q4: 90,923 shares; 2025Q1: 69,895 shares; 2025Q2: 71,048 shares; 2025Q3: 71,870 shares; 2025Q4: 71,766 shares 71,766 $14.9M 0.89% -104 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: 115,814 shares; 2024Q4: 121,813 shares; 2025Q1: 122,998 shares; 2025Q2: 120,471 shares; 2025Q3: 119,094 shares; 2025Q4: 122,206 shares 122,206 $14.7M 0.88% +3,112 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: 50,026 shares; 2024Q4: 45,240 shares; 2025Q1: 117,270 shares; 2025Q2: 120,133 shares; 2025Q3: 148,585 shares; 2025Q4: 159,714 shares 159,714 $14.4M 0.86% +11,129 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: 167,564 shares; 2024Q4: 178,050 shares; 2025Q1: 142,646 shares; 2025Q2: 216,033 shares; 2025Q3: 188,622 shares; 2025Q4: 196,879 shares 196,879 $14.1M 0.84% +8,257 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: 115,457 shares; 2024Q4: 104,970 shares; 2025Q1: 112,940 shares; 2025Q2: 124,634 shares; 2025Q3: 140,512 shares; 2025Q4: 156,526 shares 156,526 $14M 0.84% +16,014 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: 29,949 shares; 2024Q4: 30,780 shares; 2025Q1: 32,699 shares; 2025Q2: 32,937 shares; 2025Q3: 36,087 shares; 2025Q4: 40,111 shares 40,111 $13.4M 0.8% +4,024 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: 185,649 shares; 2024Q4: 191,100 shares; 2025Q1: 216,917 shares; 2025Q2: 220,924 shares; 2025Q3: 226,705 shares; 2025Q4: 241,840 shares 241,840 $13M 0.78% +15,135 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: 69,085 shares; 2024Q4: 68,460 shares; 2025Q1: 53,459 shares; 2025Q2: 54,145 shares; 2025Q3: 56,453 shares; 2025Q4: 58,526 shares 58,526 $12.9M 0.77% +2,073 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: 131,895 shares; 2024Q4: 126,674 shares; 2025Q1: 107,259 shares; 2025Q2: 103,595 shares; 2025Q3: 99,965 shares; 2025Q4: 95,434 shares 95,434 $12.6M 0.76% -4,531 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,431 shares; 2024Q4: 85,511 shares; 2025Q1: 87,519 shares; 2025Q2: 87,869 shares; 2025Q3: 87,484 shares; 2025Q4: 87,673 shares 87,673 $11.1M 0.67% +189 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,684 shares; 2024Q4: 158,948 shares; 2025Q1: 165,535 shares; 2025Q2: 166,463 shares; 2025Q3: 166,524 shares; 2025Q4: 169,429 shares 169,429 $10.7M 0.64% +2,905 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: 96,715 shares; 2024Q4: 97,273 shares; 2025Q1: 72,726 shares; 2025Q2: 74,246 shares; 2025Q3: 73,493 shares; 2025Q4: 73,835 shares 73,835 $10.6M 0.63% +342 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: 176,627 shares; 2024Q4: 223,498 shares; 2025Q1: 247,706 shares; 2025Q2: 262,842 shares; 2025Q3: 284,167 shares; 2025Q4: 296,543 shares 296,543 $10.2M 0.61% +12,376 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,768 shares; 2024Q4: 83,692 shares; 2025Q1: 81,515 shares; 2025Q2: 80,020 shares; 2025Q3: 85,924 shares; 2025Q4: 94,332 shares 94,332 $10.1M 0.6% +8,408 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: 45,219 shares; 2024Q4: 35,307 shares; 2025Q1: 57,214 shares; 2025Q2: 72,900 shares; 2025Q3: 86,460 shares; 2025Q4: 95,180 shares 95,180 $9.68M 0.58% +8,720 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,208 shares; 2024Q4: 22,693 shares; 2025Q1: 20,791 shares; 2025Q2: 23,128 shares; 2025Q3: 29,835 shares; 2025Q4: 32,644 shares 32,644 $9.67M 0.58% +2,809 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: 18,734 shares; 2024Q4: 14,605 shares; 2025Q1: 15,369 shares; 2025Q2: 16,156 shares; 2025Q3: 18,228 shares; 2025Q4: 15,369 shares 15,369 $9.64M 0.58% -2,859 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: 94,005 shares; 2024Q4: 95,256 shares; 2025Q1: 94,610 shares; 2025Q2: 95,707 shares; 2025Q3: 72,509 shares; 2025Q4: 47,784 shares 47,784 $9.49M 0.57% -24,725 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: 113,557 shares; 2024Q4: 115,048 shares; 2025Q1: 90,638 shares; 2025Q2: 90,912 shares; 2025Q3: 90,872 shares; 2025Q4: 98,627 shares 98,627 $9.47M 0.57% +7,755 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: 57,724 shares; 2024Q4: 70,323 shares; 2025Q1: 49,974 shares; 2025Q2: 54,006 shares; 2025Q3: 55,617 shares; 2025Q4: 60,911 shares 60,911 $9.28M 0.56% +5,294 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,790 shares; 2024Q4: 85,984 shares; 2025Q1: 62,552 shares; 2025Q2: 63,706 shares; 2025Q3: 67,882 shares; 2025Q4: 69,720 shares 69,720 $9.25M 0.55% +1,838 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: 319,232 shares; 2024Q4: 314,925 shares; 2025Q1: 288,575 shares; 2025Q2: 313,582 shares; 2025Q3: 349,934 shares; 2025Q4: 366,533 shares 366,533 $9.13M 0.55% +16,599 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: 85,557 shares; 2024Q4: 81,600 shares; 2025Q1: 62,037 shares; 2025Q2: 63,405 shares; 2025Q3: 68,644 shares; 2025Q4: 81,104 shares 81,104 $9.04M 0.54% +12,460 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: 111,707 shares; 2024Q4: 122,613 shares; 2025Q1: 129,153 shares; 2025Q2: 131,708 shares; 2025Q3: 133,371 shares; 2025Q4: 135,666 shares 135,666 $9.02M 0.54% +2,295 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: 3,330 shares; 2024Q4: 18,715 shares; 2025Q1: 16,588 shares; 2025Q2: 16,339 shares; 2025Q3: 20,854 shares; 2025Q4: 35,755 shares 35,755 $8.95M 0.54% +14,901 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: 52,671 shares; 2024Q4: 44,162 shares; 2025Q1: 35,815 shares; 2025Q2: 37,193 shares; 2025Q3: 39,359 shares; 2025Q4: 38,736 shares 38,736 $8.94M 0.53% -623 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,798 shares; 2024Q4: 176,715 shares; 2025Q1: 144,524 shares; 2025Q2: 152,687 shares; 2025Q3: 145,656 shares; 2025Q4: 150,810 shares 150,810 $8.7M 0.52% +5,154 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: 366,038 shares; 2024Q4: 358,353 shares; 2025Q1: 275,896 shares; 2025Q2: 286,447 shares; 2025Q3: 328,573 shares; 2025Q4: 345,921 shares 345,921 $8.59M 0.51% +17,348 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,112 shares; 2024Q4: 40,561 shares; 2025Q1: 40,548 shares; 2025Q2: 40,892 shares; 2025Q3: 45,465 shares; 2025Q4: 48,216 shares 48,216 $8.55M 0.51% +2,751 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: 249,868 shares; 2024Q4: 249,541 shares; 2025Q1: 204,258 shares; 2025Q2: 172,388 shares; 2025Q3: 187,300 shares; 2025Q4: 209,578 shares 209,578 $8.54M 0.51% +22,278 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,170 shares; 2025Q1: not reported; 2025Q2: 22,372 shares; 2025Q3: 47,704 shares; 2025Q4: 101,524 shares 101,524 $8.14M 0.49% +53,820 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: 17,629 shares; 2024Q4: 20,498 shares; 2025Q1: 13,757 shares; 2025Q2: 15,850 shares; 2025Q3: 25,935 shares; 2025Q4: 55,966 shares 55,966 $8.06M 0.48% +30,031 Timeline PRFZ 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: 140,491 shares; 2024Q4: 149,618 shares; 2025Q1: 163,302 shares; 2025Q2: 167,645 shares; 2025Q3: 170,909 shares; 2025Q4: 173,892 shares 173,892 $7.98M 0.48% +2,983 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: 71,624 shares; 2025Q3: 178,110 shares; 2025Q4: 234,591 shares 234,591 $7.81M 0.47% +56,481 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,917 shares; 2024Q4: 147,525 shares; 2025Q1: 150,431 shares; 2025Q2: 154,613 shares; 2025Q3: 158,158 shares; 2025Q4: 163,973 shares 163,973 $7.78M 0.46% +5,815 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: 101,149 shares; 2024Q4: 80,175 shares; 2025Q1: 153,363 shares; 2025Q2: 147,569 shares; 2025Q3: 175,146 shares; 2025Q4: 168,623 shares 168,623 $7.5M 0.45% -6,523 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,109 shares; 2024Q4: 26,182 shares; 2025Q1: 26,613 shares; 2025Q2: 26,584 shares; 2025Q3: 26,431 shares; 2025Q4: 26,846 shares 26,846 $7.49M 0.45% +415 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: 148,692 shares; 2025Q3: 158,684 shares; 2025Q4: 191,753 shares 191,753 $7.39M 0.44% +33,069 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: 72,941 shares; 2024Q4: 84,802 shares; 2025Q1: 71,054 shares; 2025Q2: 70,629 shares; 2025Q3: 71,955 shares; 2025Q4: 76,842 shares 76,842 $7.32M 0.44% +4,887 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,662 shares; 2024Q4: 83,171 shares; 2025Q1: 73,318 shares; 2025Q2: 76,899 shares; 2025Q3: 95,288 shares; 2025Q4: 102,792 shares 102,792 $7.19M 0.43% +7,504 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,811 shares; 2024Q4: 322,066 shares; 2025Q1: 413,352 shares; 2025Q2: 410,639 shares; 2025Q3: 231,569 shares; 2025Q4: 231,936 shares 231,936 $7.18M 0.43% +367 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: 18,341 shares; 2024Q4: 17,517 shares; 2025Q1: 16,940 shares; 2025Q2: 18,535 shares; 2025Q3: 19,028 shares; 2025Q4: 18,095 shares 18,095 $7.17M 0.43% -933 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: 27,953 shares; 2024Q4: 23,899 shares; 2025Q1: 20,686 shares; 2025Q2: 18,769 shares; 2025Q3: 21,301 shares; 2025Q4: 22,652 shares 22,652 $7.09M 0.42% +1,351 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,121 shares; 2024Q4: 24,553 shares; 2025Q1: 25,573 shares; 2025Q2: 25,873 shares; 2025Q3: 26,000 shares; 2025Q4: 25,740 shares 25,740 $6.93M 0.41% -260 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,106 shares; 2024Q4: 166,008 shares; 2025Q1: 122,658 shares; 2025Q2: 120,911 shares; 2025Q3: 122,449 shares; 2025Q4: 125,416 shares 125,416 $6.86M 0.41% +2,967 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: 50,875 shares; 2024Q4: 73,098 shares; 2025Q1: 75,888 shares; 2025Q2: 80,053 shares; 2025Q3: 111,585 shares; 2025Q4: 124,865 shares 124,865 $6.84M 0.41% +13,280 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,855 shares; 2024Q4: 79,467 shares; 2025Q1: 79,241 shares; 2025Q2: 79,224 shares; 2025Q3: 85,742 shares; 2025Q4: 86,276 shares 86,276 $6.8M 0.41% +534 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,934 shares; 2024Q4: 41,150 shares; 2025Q1: 71,576 shares; 2025Q2: 71,356 shares; 2025Q3: 81,994 shares; 2025Q4: 67,286 shares 67,286 $6.72M 0.4% -14,708 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: 106,204 shares; 2024Q4: 100,528 shares; 2025Q1: 101,015 shares; 2025Q2: 108,523 shares; 2025Q3: 120,171 shares; 2025Q4: 100,928 shares 100,928 $6.66M 0.4% -19,243 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,589 shares; 2024Q4: 97,214 shares; 2025Q1: 66,409 shares; 2025Q2: 63,892 shares; 2025Q3: 60,387 shares; 2025Q4: 58,997 shares 58,997 $6.51M 0.39% -1,390 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: 49,729 shares; 2024Q4: 141,829 shares; 2025Q1: 142,673 shares; 2025Q2: 167,913 shares; 2025Q3: 183,119 shares; 2025Q4: 198,680 shares 198,680 $6.48M 0.39% +15,561 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,888 shares; 2024Q4: 70,578 shares; 2025Q1: 56,970 shares; 2025Q2: 63,495 shares; 2025Q3: 70,969 shares; 2025Q4: 151,634 shares 151,634 $6.47M 0.39% +80,665 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: 71,491 shares; 2024Q4: 81,351 shares; 2025Q1: 61,680 shares; 2025Q2: 63,767 shares; 2025Q3: 80,732 shares; 2025Q4: 122,244 shares 122,244 $6.45M 0.39% +41,512 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,462 shares; 2024Q4: 30,310 shares; 2025Q1: 21,580 shares; 2025Q2: 20,125 shares; 2025Q3: 20,340 shares; 2025Q4: 20,788 shares 20,788 $6.35M 0.38% +448 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: 240,104 shares; 2025Q4: 246,518 shares 246,518 $6.31M 0.38% +6,414 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,283 shares; 2024Q4: 43,817 shares; 2025Q1: 29,718 shares; 2025Q2: 31,519 shares; 2025Q3: 35,629 shares; 2025Q4: 37,434 shares 37,434 $6.11M 0.37% +1,805 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: 72,960 shares; 2024Q4: 63,832 shares; 2025Q1: 66,118 shares; 2025Q2: 65,523 shares; 2025Q3: 66,089 shares; 2025Q4: 66,347 shares 66,347 $5.87M 0.35% +258 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,729 shares; 2024Q4: 37,764 shares; 2025Q1: 28,672 shares; 2025Q2: 27,898 shares; 2025Q3: 24,008 shares; 2025Q4: 18,301 shares 18,301 $5.74M 0.34% -5,707 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: 16,461 shares; 2024Q4: 15,356 shares; 2025Q1: 13,227 shares; 2025Q2: 14,376 shares; 2025Q3: 15,056 shares; 2025Q4: 17,423 shares 17,423 $5.61M 0.34% +2,367 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,567 shares; 2024Q4: 35,921 shares; 2025Q1: 57,892 shares; 2025Q2: 36,005 shares; 2025Q3: 57,086 shares; 2025Q4: 66,628 shares 66,628 $5.41M 0.32% +9,542 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: 28,294 shares; 2024Q4: 26,485 shares; 2025Q1: 21,217 shares; 2025Q2: 30,897 shares; 2025Q3: 42,441 shares; 2025Q4: 44,227 shares 44,227 $5.32M 0.32% +1,786 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: 34,289 shares; 2024Q4: 31,142 shares; 2025Q1: 24,745 shares; 2025Q2: 28,659 shares; 2025Q3: 42,375 shares; 2025Q4: 45,407 shares 45,407 $5.32M 0.32% +3,032 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,421 shares; 2024Q4: 10,725 shares; 2025Q1: 16,490 shares; 2025Q2: 17,940 shares; 2025Q3: 21,767 shares; 2025Q4: 24,671 shares 24,671 $5.23M 0.31% +2,904 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: 14,852 shares; 2024Q4: 12,628 shares; 2025Q1: 11,875 shares; 2025Q2: 13,689 shares; 2025Q3: 13,510 shares; 2025Q4: 15,046 shares 15,046 $5.21M 0.31% +1,536 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,703 shares; 2024Q4: 18,937 shares; 2025Q1: 14,543 shares; 2025Q2: 14,712 shares; 2025Q3: 14,753 shares; 2025Q4: 17,843 shares 17,843 $5.18M 0.31% +3,090 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: 17,245 shares; 2024Q4: 16,941 shares; 2025Q1: 9,614 shares; 2025Q2: 9,559 shares; 2025Q3: 9,995 shares; 2025Q4: 9,956 shares 9,956 $5M 0.3% -39 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: 83,342 shares; 2024Q4: 88,980 shares; 2025Q1: 89,811 shares; 2025Q2: 90,920 shares; 2025Q3: 93,574 shares; 2025Q4: 98,057 shares 98,057 $4.99M 0.3% +4,483 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,350 shares; 2025Q4: 114,079 shares 114,079 $4.99M 0.3% +82,729 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,045 shares; 2024Q4: 124,945 shares; 2025Q1: 111,810 shares; 2025Q2: 104,362 shares; 2025Q3: 97,800 shares; 2025Q4: 91,315 shares 91,315 $4.84M 0.29% -6,485 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,363 shares; 2025Q1: 209,380 shares; 2025Q2: 210,904 shares; 2025Q3: 199,246 shares; 2025Q4: 189,138 shares 189,138 $4.82M 0.29% -10,108 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: 103,032 shares; 2024Q4: 103,071 shares; 2025Q1: 69,125 shares; 2025Q2: 67,803 shares; 2025Q3: 66,602 shares; 2025Q4: 62,132 shares 62,132 $4.79M 0.29% -4,470 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,342 shares; 2025Q4: 90,479 shares 90,479 $4.78M 0.29% -5,863 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173,080 shares; 2025Q3: 130,226 shares; 2025Q4: 108,932 shares 108,932 $4.74M 0.28% -21,294 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: 6,022 shares; 2024Q4: 5,670 shares; 2025Q1: 5,526 shares; 2025Q2: 5,296 shares; 2025Q3: 5,327 shares; 2025Q4: 5,365 shares 5,365 $4.63M 0.28% +38 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,672 shares; 2024Q4: 93,131 shares; 2025Q1: 273,140 shares; 2025Q2: 277,662 shares; 2025Q3: 258,229 shares; 2025Q4: 240,805 shares 240,805 $4.61M 0.28% -17,424 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: 27,167 shares; 2024Q4: 27,566 shares; 2025Q1: 18,834 shares; 2025Q2: 19,011 shares; 2025Q3: 19,715 shares; 2025Q4: 20,835 shares 20,835 $4.58M 0.27% +1,120 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,829 shares; 2025Q1: 28,680 shares; 2025Q2: 28,414 shares; 2025Q3: 28,296 shares; 2025Q4: 15,762 shares 15,762 $4.5M 0.27% -12,534 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: 62,698 shares; 2025Q3: 69,906 shares; 2025Q4: 88,868 shares 88,868 $4.44M 0.27% +18,962 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,853 shares; 2024Q4: 17,715 shares; 2025Q1: 99,704 shares; 2025Q2: 92,932 shares; 2025Q3: 109,724 shares; 2025Q4: 113,341 shares 113,341 $4.38M 0.26% +3,617 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,108 shares; 2024Q4: 21,509 shares; 2025Q1: 22,157 shares; 2025Q2: 24,641 shares; 2025Q3: 28,105 shares; 2025Q4: 30,384 shares 30,384 $4.35M 0.26% +2,279 Timeline FLTB 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: 75,042 shares; 2024Q4: 77,098 shares; 2025Q1: 76,908 shares; 2025Q2: 78,706 shares; 2025Q3: 80,948 shares; 2025Q4: 84,404 shares 84,404 $4.28M 0.26% +3,456 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,024 shares; 2024Q4: 53,813 shares; 2025Q1: 57,302 shares; 2025Q2: 56,920 shares; 2025Q3: 60,192 shares; 2025Q4: 62,583 shares 62,583 $4.22M 0.25% +2,391 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,215 shares; 2024Q4: 51,242 shares; 2025Q1: 42,604 shares; 2025Q2: 42,455 shares; 2025Q3: 43,205 shares; 2025Q4: 42,371 shares 42,371 $4.14M 0.25% -834 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,071 shares; 2024Q4: 28,116 shares; 2025Q1: 21,279 shares; 2025Q2: 21,215 shares; 2025Q3: 27,201 shares; 2025Q4: 28,819 shares 28,819 $4.14M 0.25% +1,618 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,774 shares; 2024Q4: 16,534 shares; 2025Q1: 10,364 shares; 2025Q2: 9,689 shares; 2025Q3: 9,461 shares; 2025Q4: 13,742 shares 13,742 $4.14M 0.25% +4,281 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: 6,735 shares; 2024Q4: 6,895 shares; 2025Q1: 5,245 shares; 2025Q2: 5,713 shares; 2025Q3: 7,111 shares; 2025Q4: 8,717 shares 8,717 $4.13M 0.25% +1,606 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,856 shares; 2024Q4: 109,856 shares; 2025Q1: 109,856 shares; 2025Q2: 109,856 shares; 2025Q3: 109,856 shares; 2025Q4: 109,856 shares 109,856 $4.09M 0.24% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,759 shares; 2024Q4: 37,577 shares; 2025Q1: 38,036 shares; 2025Q2: 38,573 shares; 2025Q3: 40,634 shares; 2025Q4: 41,953 shares 41,953 $4.08M 0.24% +1,319 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,752 shares; 2024Q4: 107,294 shares; 2025Q1: 109,808 shares; 2025Q2: 112,935 shares; 2025Q3: 244,429 shares; 2025Q4: 160,830 shares 160,830 $4.04M 0.24% -83,599 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: 156,114 shares; 2025Q4: 162,642 shares 162,642 $4.03M 0.24% +6,528 Timeline GSIE 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: 126,585 shares; 2024Q4: 126,945 shares; 2025Q1: 103,819 shares; 2025Q2: 101,147 shares; 2025Q3: 98,721 shares; 2025Q4: 93,421 shares 93,421 $4.01M 0.24% -5,300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,838 shares; 2025Q4: 11,239 shares 11,239 $3.94M 0.24% +401 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,968 shares; 2024Q4: 39,862 shares; 2025Q1: 32,686 shares; 2025Q2: 30,996 shares; 2025Q3: 30,238 shares; 2025Q4: 28,811 shares 28,811 $3.9M 0.23% -1,427 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: 13,002 shares; 2024Q4: 12,900 shares; 2025Q1: 9,163 shares; 2025Q2: 7,080 shares; 2025Q3: 7,059 shares; 2025Q4: 6,423 shares 6,423 $3.89M 0.23% -636 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,204 shares; 2024Q4: 40,844 shares; 2025Q1: 30,247 shares; 2025Q2: 30,412 shares; 2025Q3: 30,530 shares; 2025Q4: 33,249 shares 33,249 $3.83M 0.23% +2,719 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: 42,380 shares; 2024Q4: 45,607 shares; 2025Q1: 31,476 shares; 2025Q2: 31,815 shares; 2025Q3: 38,988 shares; 2025Q4: 85,577 shares 85,577 $3.83M 0.23% +46,589 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,063 shares; 2024Q4: 27,502 shares; 2025Q1: 21,805 shares; 2025Q2: 20,727 shares; 2025Q3: 22,919 shares; 2025Q4: 25,196 shares 25,196 $3.79M 0.23% +2,277 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,353 shares; 2024Q4: 63,496 shares; 2025Q1: 56,210 shares; 2025Q2: 52,708 shares; 2025Q3: 52,204 shares; 2025Q4: 56,811 shares 56,811 $3.78M 0.23% +4,607 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,125 shares; 2025Q4: 17,275 shares 17,275 $3.71M 0.22% +3,150 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 9,444 shares; 2025Q1: 11,164 shares; 2025Q2: 20,689 shares; 2025Q3: 27,121 shares; 2025Q4: 48,921 shares 48,921 $3.69M 0.22% +21,800 Timeline DEM 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: 36,824 shares; 2024Q4: 36,664 shares; 2025Q1: 29,137 shares; 2025Q2: 28,554 shares; 2025Q3: 82,332 shares; 2025Q4: 78,205 shares 78,205 $3.65M 0.22% -4,127 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: 4,588 shares; 2024Q4: 3,238 shares; 2025Q1: 2,386 shares; 2025Q2: 2,501 shares; 2025Q3: 2,750 shares; 2025Q4: 3,386 shares 3,386 $3.64M 0.22% +636 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,059 shares; 2024Q4: 142,562 shares; 2025Q1: 146,578 shares; 2025Q2: 148,294 shares; 2025Q3: 152,594 shares; 2025Q4: 157,504 shares 157,504 $3.63M 0.22% +4,910 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,426 shares; 2025Q4: 126,236 shares 126,236 $3.59M 0.21% +86,810 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,608 shares; 2024Q4: 18,282 shares; 2025Q1: 18,106 shares; 2025Q2: 18,154 shares; 2025Q3: 17,348 shares; 2025Q4: 17,005 shares 17,005 $3.56M 0.21% -343 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,923 shares; 2024Q4: 99,287 shares; 2025Q1: 72,401 shares; 2025Q2: 89,013 shares; 2025Q3: 87,864 shares; 2025Q4: 91,987 shares 91,987 $3.53M 0.21% +4,123 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: not reported; 2025Q3: not reported; 2025Q4: 13,840 shares 13,840 $3.5M 0.21% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,930 shares; 2024Q4: 32,640 shares; 2025Q1: 24,451 shares; 2025Q2: 27,925 shares; 2025Q3: 27,794 shares; 2025Q4: 33,718 shares 33,718 $3.47M 0.21% +5,924 Timeline FYX 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: 30,331 shares; 2024Q4: 30,741 shares; 2025Q1: 31,781 shares; 2025Q2: 30,921 shares; 2025Q3: 30,595 shares; 2025Q4: 30,516 shares 30,516 $3.45M 0.21% -79 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: 3,447 shares; 2024Q4: 2,696 shares; 2025Q1: 2,637 shares; 2025Q2: 4,007 shares; 2025Q3: 4,545 shares; 2025Q4: 5,222 shares 5,222 $3.45M 0.21% +677 Timeline IWC 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: 22,910 shares; 2024Q4: 23,434 shares; 2025Q1: 23,475 shares; 2025Q2: 23,274 shares; 2025Q3: 22,964 shares; 2025Q4: 21,663 shares 21,663 $3.42M 0.2% -1,301 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,212 shares; 2024Q4: 10,845 shares; 2025Q1: 5,136 shares; 2025Q2: 5,654 shares; 2025Q3: 20,413 shares; 2025Q4: 21,281 shares 21,281 $3.34M 0.2% +868 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,631 shares; 2024Q4: 36,076 shares; 2025Q1: 29,534 shares; 2025Q2: 28,587 shares; 2025Q3: 31,753 shares; 2025Q4: 31,620 shares 31,620 $3.32M 0.2% -133 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: 21,013 shares; 2024Q4: 13,258 shares; 2025Q1: 14,137 shares; 2025Q2: 9,386 shares; 2025Q3: 10,698 shares; 2025Q4: 17,129 shares 17,129 $3.28M 0.2% +6,431 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,319 shares; 2024Q4: 23,850 shares; 2025Q1: 22,847 shares; 2025Q2: 33,632 shares; 2025Q3: 69,243 shares; 2025Q4: 84,200 shares 84,200 $3.23M 0.19% +14,957 Timeline GHYB 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: 82,818 shares; 2024Q4: 83,987 shares; 2025Q1: 78,212 shares; 2025Q2: 74,849 shares; 2025Q3: 70,562 shares; 2025Q4: 70,110 shares 70,110 $3.18M 0.19% -452 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: 53,004 shares; 2024Q4: 53,585 shares; 2025Q1: 32,115 shares; 2025Q2: 31,417 shares; 2025Q3: 32,035 shares; 2025Q4: 31,291 shares 31,291 $3.11M 0.19% -744 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,198 shares; 2024Q4: 38,202 shares; 2025Q1: 39,529 shares; 2025Q2: 36,875 shares; 2025Q3: 15,930 shares; 2025Q4: 15,451 shares 15,451 $3.09M 0.18% -479 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,421 shares; 2025Q4: 126,087 shares 126,087 $3.07M 0.18% +93,666 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,375 shares; 2024Q4: 32,082 shares; 2025Q1: 29,487 shares; 2025Q2: 26,067 shares; 2025Q3: 32,104 shares; 2025Q4: 35,427 shares 35,427 $3.04M 0.18% +3,323 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: 20,129 shares; 2024Q4: 18,820 shares; 2025Q1: 15,958 shares; 2025Q2: 13,779 shares; 2025Q3: 14,467 shares; 2025Q4: 19,415 shares 19,415 $3.01M 0.18% +4,948 Timeline GNR 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: 38,329 shares; 2024Q4: 42,336 shares; 2025Q1: 49,051 shares; 2025Q2: 48,138 shares; 2025Q3: 47,959 shares; 2025Q4: 48,285 shares 48,285 $3M 0.18% +326 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: 18,128 shares; 2024Q4: 19,787 shares; 2025Q1: 21,893 shares; 2025Q2: 22,589 shares; 2025Q3: 24,948 shares; 2025Q4: 30,998 shares 30,998 $2.98M 0.18% +6,050 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: 1,827 shares; 2024Q4: 2,090 shares; 2025Q1: not reported; 2025Q2: 8,357 shares; 2025Q3: 9,846 shares; 2025Q4: 9,762 shares 9,762 $2.97M 0.18% -84 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,090 shares; 2025Q1: 20,902 shares; 2025Q2: 20,665 shares; 2025Q3: 86,078 shares; 2025Q4: 58,286 shares 58,286 $2.88M 0.17% -27,792 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,556 shares; 2024Q4: 25,056 shares; 2025Q1: 19,944 shares; 2025Q2: 29,965 shares; 2025Q3: 24,674 shares; 2025Q4: 23,880 shares 23,880 $2.81M 0.17% -794 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,875 shares; 2024Q4: 11,569 shares; 2025Q1: 11,536 shares; 2025Q2: 10,520 shares; 2025Q3: 11,090 shares; 2025Q4: 26,417 shares 26,417 $2.78M 0.17% +15,327 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: 21,536 shares; 2024Q4: 28,427 shares; 2025Q1: 57,738 shares; 2025Q2: 57,024 shares; 2025Q3: 57,074 shares; 2025Q4: 58,588 shares 58,588 $2.75M 0.16% +1,514 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: 6,740 shares; 2024Q4: 4,866 shares; 2025Q1: 8,630 shares; 2025Q2: 11,117 shares; 2025Q3: 14,653 shares; 2025Q4: 17,674 shares 17,674 $2.74M 0.16% +3,021 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,534 shares; 2025Q4: 30,512 shares 30,512 $2.73M 0.16% -34,022 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: 41,181 shares; 2024Q4: 41,642 shares; 2025Q1: 26,081 shares; 2025Q2: 30,356 shares; 2025Q3: 31,708 shares; 2025Q4: 35,100 shares 35,100 $2.73M 0.16% +3,392 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,953 shares; 2024Q4: 17,042 shares; 2025Q1: 34,708 shares; 2025Q2: 34,317 shares; 2025Q3: 35,743 shares; 2025Q4: 32,358 shares 32,358 $2.71M 0.16% -3,385 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,781 shares; 2024Q4: 28,307 shares; 2025Q1: 28,140 shares; 2025Q2: 27,746 shares; 2025Q3: 27,828 shares; 2025Q4: 27,838 shares 27,838 $2.7M 0.16% +10 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,159 shares; 2024Q4: 15,501 shares; 2025Q1: 13,478 shares; 2025Q2: 13,615 shares; 2025Q3: 11,300 shares; 2025Q4: 10,317 shares 10,317 $2.66M 0.16% -983 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,142 shares; 2024Q4: 30,950 shares; 2025Q1: 32,202 shares; 2025Q2: 33,688 shares; 2025Q3: 35,705 shares; 2025Q4: 33,258 shares 33,258 $2.66M 0.16% -2,447 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: 138,294 shares; 2024Q4: 157,685 shares; 2025Q1: 53,914 shares; 2025Q2: 42,447 shares; 2025Q3: 42,607 shares; 2025Q4: 45,806 shares 45,806 $2.62M 0.16% +3,199 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 4,849 shares; 2025Q1: 3,499 shares; 2025Q2: 3,205 shares; 2025Q3: 4,293 shares; 2025Q4: 5,762 shares 5,762 $2.59M 0.15% +1,469 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,440 shares; 2025Q3: 32,627 shares; 2025Q4: 25,198 shares 25,198 $2.58M 0.15% -7,429 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: 10,800 shares; 2024Q4: 22,340 shares; 2025Q1: 10,740 shares; 2025Q2: 11,415 shares; 2025Q3: 20,368 shares; 2025Q4: 27,505 shares 27,505 $2.54M 0.15% +7,137 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 20,098 shares 20,098 $2.53M 0.15% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,589 shares; 2024Q4: 25,639 shares; 2025Q1: 24,848 shares; 2025Q2: 25,130 shares; 2025Q3: 25,669 shares; 2025Q4: 26,524 shares 26,524 $2.5M 0.15% +855 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,378 shares; 2024Q4: 23,959 shares; 2025Q1: 23,910 shares; 2025Q2: 23,910 shares; 2025Q3: 23,949 shares; 2025Q4: 24,218 shares 24,218 $2.48M 0.15% +269 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,654 shares; 2024Q4: 95,391 shares; 2025Q1: 141,339 shares; 2025Q2: 100,295 shares; 2025Q3: 103,874 shares; 2025Q4: 59,670 shares 59,670 $2.47M 0.15% -44,204 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: 9,990 shares; 2024Q4: 7,475 shares; 2025Q1: 6,304 shares; 2025Q2: 5,835 shares; 2025Q3: 9,846 shares; 2025Q4: 6,759 shares 6,759 $2.43M 0.15% -3,087 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,920 shares; 2024Q4: 6,870 shares; 2025Q1: 6,870 shares; 2025Q2: 6,545 shares; 2025Q3: 74,886 shares; 2025Q4: 42,900 shares 42,900 $2.43M 0.15% -31,986 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: 44,069 shares; 2024Q4: 78,767 shares; 2025Q1: 54,517 shares; 2025Q2: 40,603 shares; 2025Q3: 42,140 shares; 2025Q4: 44,016 shares 44,016 $2.42M 0.14% +1,876 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,644 shares; 2024Q4: 30,719 shares; 2025Q1: 30,748 shares; 2025Q2: 29,523 shares; 2025Q3: 29,025 shares; 2025Q4: 28,017 shares 28,017 $2.41M 0.14% -1,008 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 21,189 shares; 2025Q1: 20,651 shares; 2025Q2: 20,712 shares; 2025Q3: 23,100 shares; 2025Q4: 23,401 shares 23,401 $2.39M 0.14% +301 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,971 shares; 2024Q4: 16,009 shares; 2025Q1: 17,519 shares; 2025Q2: 14,802 shares; 2025Q3: 17,664 shares; 2025Q4: 15,921 shares 15,921 $2.37M 0.14% -1,743 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,959 shares; 2024Q4: 11,426 shares; 2025Q1: 11,785 shares; 2025Q2: 12,725 shares; 2025Q3: 11,431 shares; 2025Q4: 10,284 shares 10,284 $2.37M 0.14% -1,147 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: 6,792 shares; 2024Q4: 6,567 shares; 2025Q1: 6,322 shares; 2025Q2: 5,918 shares; 2025Q3: 5,888 shares; 2025Q4: 5,733 shares 5,733 $2.37M 0.14% -155 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,108 shares; 2024Q4: 80,400 shares; 2025Q1: 80,929 shares; 2025Q2: 78,336 shares; 2025Q3: 75,270 shares; 2025Q4: 74,267 shares 74,267 $2.34M 0.14% -1,003 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: 85,196 shares; 2024Q4: 90,782 shares; 2025Q1: 79,799 shares; 2025Q2: 76,136 shares; 2025Q3: 79,846 shares; 2025Q4: 82,650 shares 82,650 $2.27M 0.14% +2,804 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,888 shares; 2025Q1: 11,641 shares; 2025Q2: 11,851 shares; 2025Q3: 15,122 shares; 2025Q4: 41,946 shares 41,946 $2.27M 0.14% +26,824 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 68,441 shares; 2025Q1: 70,580 shares; 2025Q2: 68,617 shares; 2025Q3: 76,948 shares; 2025Q4: 76,572 shares 76,572 $2.27M 0.14% -376 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: 18,756 shares; 2024Q4: 8,662 shares; 2025Q1: 5,525 shares; 2025Q2: 8,453 shares; 2025Q3: 11,690 shares; 2025Q4: 11,835 shares 11,835 $2.26M 0.14% +145 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,220 shares; 2025Q4: 18,823 shares 18,823 $2.25M 0.13% -3,397 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,307 shares; 2025Q1: 31,805 shares; 2025Q2: 32,786 shares; 2025Q3: 41,289 shares; 2025Q4: 47,761 shares 47,761 $2.21M 0.13% +6,472 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,380 shares; 2024Q4: 32,723 shares; 2025Q1: 22,900 shares; 2025Q2: 22,326 shares; 2025Q3: 21,947 shares; 2025Q4: 21,895 shares 21,895 $2.21M 0.13% -52 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: 15,922 shares; 2024Q4: 15,863 shares; 2025Q1: 15,228 shares; 2025Q2: 14,134 shares; 2025Q3: 14,294 shares; 2025Q4: 15,372 shares 15,372 $2.21M 0.13% +1,078 Timeline SHM 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: 39,667 shares; 2024Q4: 39,196 shares; 2025Q1: 40,330 shares; 2025Q2: 41,703 shares; 2025Q3: 43,477 shares; 2025Q4: 45,284 shares 45,284 $2.17M 0.13% +1,807 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,481 shares 7,481 $2.17M 0.13% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,478 shares; 2025Q1: 14,455 shares; 2025Q2: 13,275 shares; 2025Q3: 13,310 shares; 2025Q4: 12,647 shares 12,647 $2.16M 0.13% -663 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,144 shares; 2024Q4: 29,060 shares; 2025Q1: 20,675 shares; 2025Q2: 21,627 shares; 2025Q3: 16,385 shares; 2025Q4: 15,748 shares 15,748 $2.15M 0.13% -637 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: 40,655 shares; 2024Q4: 44,139 shares; 2025Q1: 44,602 shares; 2025Q2: 48,407 shares; 2025Q3: 48,429 shares; 2025Q4: 49,629 shares 49,629 $2.15M 0.13% +1,200 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 3,593 shares; 2025Q1: 3,346 shares; 2025Q2: 3,670 shares; 2025Q3: 6,887 shares; 2025Q4: 10,162 shares 10,162 $2.14M 0.13% +3,275 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: 4,430 shares; 2024Q4: 3,395 shares; 2025Q1: 3,494 shares; 2025Q2: 3,808 shares; 2025Q3: 4,241 shares; 2025Q4: 6,051 shares 6,051 $2.12M 0.13% +1,810 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: 15,460 shares; 2024Q4: 16,267 shares; 2025Q1: 9,169 shares; 2025Q2: 8,772 shares; 2025Q3: 8,375 shares; 2025Q4: 8,155 shares 8,155 $2.1M 0.13% -220 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: 13,657 shares; 2024Q4: 11,872 shares; 2025Q1: 22,860 shares; 2025Q2: 22,473 shares; 2025Q3: 24,145 shares; 2025Q4: 29,267 shares 29,267 $2.08M 0.12% +5,122 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,919 shares; 2025Q4: 55,852 shares 55,852 $2.07M 0.12% +42,933 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 6,929 shares; 2025Q1: 5,557 shares; 2025Q2: 5,420 shares; 2025Q3: 5,828 shares; 2025Q4: 5,829 shares 5,829 $2.06M 0.12% +1 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,045 shares; 2024Q4: 27,150 shares; 2025Q1: 30,873 shares; 2025Q2: 26,180 shares; 2025Q3: 25,435 shares; 2025Q4: 31,655 shares 31,655 $2.04M 0.12% +6,220 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,852 shares; 2024Q4: 59,252 shares; 2025Q1: 49,730 shares; 2025Q2: 48,329 shares; 2025Q3: 46,580 shares; 2025Q4: 47,074 shares 47,074 $2M 0.12% +494 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,555 shares; 2024Q4: 16,985 shares; 2025Q1: 11,556 shares; 2025Q2: 14,467 shares; 2025Q3: 16,482 shares; 2025Q4: 20,744 shares 20,744 $1.99M 0.12% +4,262 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,529 shares; 2025Q4: 38,380 shares 38,380 $1.97M 0.12% +27,851 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,706 shares; 2024Q4: 48,546 shares; 2025Q1: 25,063 shares; 2025Q2: 24,119 shares; 2025Q3: 25,672 shares; 2025Q4: 25,083 shares 25,083 $1.94M 0.12% -589 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,428 shares; 2024Q4: 30,117 shares; 2025Q1: 21,078 shares; 2025Q2: 19,973 shares; 2025Q3: 21,205 shares; 2025Q4: 22,092 shares 22,092 $1.93M 0.12% +887 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 2,950 shares; 2025Q1: 3,253 shares; 2025Q2: 3,361 shares; 2025Q3: 3,569 shares; 2025Q4: 4,077 shares 4,077 $1.91M 0.11% +508 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,231 shares; 2024Q4: 31,327 shares; 2025Q1: 44,997 shares; 2025Q2: 49,608 shares; 2025Q3: 49,608 shares; 2025Q4: 49,616 shares 49,616 $1.9M 0.11% +8 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: 44,099 shares; 2024Q4: 39,863 shares; 2025Q1: 36,135 shares; 2025Q2: 38,490 shares; 2025Q3: 38,416 shares; 2025Q4: 22,832 shares 22,832 $1.89M 0.11% -15,584 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: 4,422 shares; 2024Q4: 6,701 shares; 2025Q1: 5,532 shares; 2025Q2: 3,187 shares; 2025Q3: 6,665 shares; 2025Q4: 15,596 shares 15,596 $1.86M 0.11% +8,931 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: 1,970 shares; 2024Q4: 1,801 shares; 2025Q1: 1,469 shares; 2025Q2: 2,965 shares; 2025Q3: 3,086 shares; 2025Q4: 3,254 shares 3,254 $1.86M 0.11% +168 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,181 shares; 2024Q4: 15,792 shares; 2025Q1: 15,369 shares; 2025Q2: 14,938 shares; 2025Q3: 14,876 shares; 2025Q4: 15,253 shares 15,253 $1.85M 0.11% +377 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,349 shares 19,349 $1.84M 0.11% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,499 shares; 2025Q3: 31,943 shares; 2025Q4: 34,353 shares 34,353 $1.82M 0.11% +2,410 Timeline LCTU 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: 24,358 shares; 2024Q4: 24,530 shares; 2025Q1: 25,788 shares; 2025Q2: 25,868 shares; 2025Q3: 25,375 shares; 2025Q4: 24,490 shares 24,490 $1.81M 0.11% -885 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,681 shares; 2024Q4: 29,283 shares; 2025Q1: 19,137 shares; 2025Q2: 18,470 shares; 2025Q3: 17,745 shares; 2025Q4: 17,887 shares 17,887 $1.8M 0.11% +142 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,959 shares; 2024Q4: 31,711 shares; 2025Q1: 34,108 shares; 2025Q2: 36,517 shares; 2025Q3: 35,263 shares; 2025Q4: 35,861 shares 35,861 $1.8M 0.11% +598 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: 26,897 shares; 2024Q4: 19,887 shares; 2025Q1: 17,098 shares; 2025Q2: 16,837 shares; 2025Q3: 16,767 shares; 2025Q4: 16,695 shares 16,695 $1.78M 0.11% -72 Timeline GSUS 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: 23,339 shares; 2024Q4: 25,062 shares; 2025Q1: 24,309 shares; 2025Q2: 23,086 shares; 2025Q3: 21,698 shares; 2025Q4: 18,842 shares 18,842 $1.78M 0.11% -2,856 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,574 shares; 2024Q4: 28,614 shares; 2025Q1: 40,501 shares; 2025Q2: 39,466 shares; 2025Q3: 37,121 shares; 2025Q4: 36,696 shares 36,696 $1.73M 0.1% -425 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 9,471 shares; 2025Q1: 6,114 shares; 2025Q2: 6,531 shares; 2025Q3: 6,867 shares; 2025Q4: 7,107 shares 7,107 $1.71M 0.1% +240 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 8,720 shares; 2025Q1: 6,046 shares; 2025Q2: 8,848 shares; 2025Q3: 11,846 shares; 2025Q4: 13,563 shares 13,563 $1.7M 0.1% +1,717 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: 11,109 shares; 2024Q4: 10,684 shares; 2025Q1: 9,054 shares; 2025Q2: 8,908 shares; 2025Q3: 8,691 shares; 2025Q4: 15,407 shares 15,407 $1.7M 0.1% +6,716 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 4,938 shares; 2025Q1: 4,961 shares; 2025Q2: 4,626 shares; 2025Q3: 6,705 shares; 2025Q4: 8,696 shares 8,696 $1.69M 0.1% +1,991 Timeline EWX 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: 11,915 shares; 2024Q4: 13,249 shares; 2025Q1: 23,069 shares; 2025Q2: 25,502 shares; 2025Q3: 25,455 shares; 2025Q4: 25,741 shares 25,741 $1.69M 0.1% +286 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 6,453 shares; 2025Q1: 6,827 shares; 2025Q2: 7,575 shares; 2025Q3: 8,054 shares; 2025Q4: 7,876 shares 7,876 $1.69M 0.1% -178 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: 37,461 shares; 2024Q4: 32,225 shares; 2025Q1: 11,636 shares; 2025Q2: 12,882 shares; 2025Q3: 9,229 shares; 2025Q4: 19,135 shares 19,135 $1.67M 0.1% +9,906 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,040 shares; 2024Q4: 10,256 shares; 2025Q1: 10,807 shares; 2025Q2: 10,616 shares; 2025Q3: 11,635 shares; 2025Q4: 11,741 shares 11,741 $1.66M 0.1% +106 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: 3,739 shares; 2024Q4: 4,154 shares; 2025Q1: 4,136 shares; 2025Q2: 4,600 shares; 2025Q3: 4,779 shares; 2025Q4: 5,009 shares 5,009 $1.64M 0.1% +230 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: 17,235 shares; 2024Q4: 14,722 shares; 2025Q1: 13,919 shares; 2025Q2: 13,130 shares; 2025Q3: 13,038 shares; 2025Q4: 14,109 shares 14,109 $1.61M 0.1% +1,071 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: 1,140 shares; 2024Q4: 1,308 shares; 2025Q1: 1,506 shares; 2025Q2: 1,869 shares; 2025Q3: 1,997 shares; 2025Q4: 2,124 shares 2,124 $1.6M 0.1% +127 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: 5,921 shares; 2024Q4: 3,863 shares; 2025Q1: 20,114 shares; 2025Q2: 7,759 shares; 2025Q3: 6,111 shares; 2025Q4: 17,421 shares 17,421 $1.59M 0.1% +11,310 Timeline XYLD 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: 28,812 shares; 2024Q4: 33,116 shares; 2025Q1: 28,574 shares; 2025Q2: 30,573 shares; 2025Q3: 35,914 shares; 2025Q4: 39,081 shares 39,081 $1.59M 0.09% +3,167 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,598 shares; 2024Q4: 47,520 shares; 2025Q1: 50,525 shares; 2025Q2: 53,411 shares; 2025Q3: 46,926 shares; 2025Q4: 63,263 shares 63,263 $1.58M 0.09% +16,337 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,196 shares; 2024Q4: 11,817 shares; 2025Q1: 11,487 shares; 2025Q2: 11,443 shares; 2025Q3: 11,301 shares; 2025Q4: 11,129 shares 11,129 $1.57M 0.09% -172 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,204 shares; 2025Q4: 58,334 shares 58,334 $1.56M 0.09% +37,130 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 20,995 shares; 2025Q1: 13,630 shares; 2025Q2: 9,679 shares; 2025Q3: 9,065 shares; 2025Q4: 8,717 shares 8,717 $1.55M 0.09% -348 Timeline GIGB 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: 90,855 shares; 2024Q4: 91,975 shares; 2025Q1: 36,900 shares; 2025Q2: 35,186 shares; 2025Q3: 33,623 shares; 2025Q4: 33,318 shares 33,318 $1.54M 0.09% -305 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: 2,443 shares; 2024Q4: 2,263 shares; 2025Q1: 1,525 shares; 2025Q2: 3,092 shares; 2025Q3: 4,373 shares; 2025Q4: 4,567 shares 4,567 $1.51M 0.09% +194 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,922 shares; 2024Q4: 19,634 shares; 2025Q1: 13,330 shares; 2025Q2: 9,598 shares; 2025Q3: 9,343 shares; 2025Q4: 5,426 shares 5,426 $1.48M 0.09% -3,917 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,380 shares; 2024Q4: 30,600 shares; 2025Q1: 19,996 shares; 2025Q2: 5,192 shares; 2025Q3: 5,426 shares; 2025Q4: 5,176 shares 5,176 $1.47M 0.09% -250 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 13,526 shares; 2025Q1: 13,512 shares; 2025Q2: 13,117 shares; 2025Q3: 13,031 shares; 2025Q4: 12,984 shares 12,984 $1.47M 0.09% -47 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 5,471 shares; 2025Q1: 4,887 shares; 2025Q2: 4,883 shares; 2025Q3: 4,935 shares; 2025Q4: 5,190 shares 5,190 $1.39M 0.08% +255 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 8,737 shares; 2025Q1: 8,737 shares; 2025Q2: 8,737 shares; 2025Q3: 25,211 shares; 2025Q4: 30,646 shares 30,646 $1.38M 0.08% +5,435 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,406 shares; 2024Q4: 4,363 shares; 2025Q1: 2,292 shares; 2025Q2: 2,412 shares; 2025Q3: 2,457 shares; 2025Q4: 2,604 shares 2,604 $1.36M 0.08% +147 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,087 shares; 2025Q4: 11,501 shares 11,501 $1.36M 0.08% -7,586 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 8,064 shares; 2025Q1: 9,559 shares; 2025Q2: 10,464 shares; 2025Q3: 10,049 shares; 2025Q4: 9,933 shares 9,933 $1.34M 0.08% -116 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: 12,554 shares; 2024Q4: 6,771 shares; 2025Q1: 5,172 shares; 2025Q2: 4,808 shares; 2025Q3: 4,973 shares; 2025Q4: 5,444 shares 5,444 $1.34M 0.08% +471 Timeline DSI 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: 11,847 shares; 2024Q4: 10,747 shares; 2025Q1: 11,546 shares; 2025Q2: 10,820 shares; 2025Q3: 10,660 shares; 2025Q4: 10,236 shares 10,236 $1.32M 0.08% -424 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,477 shares; 2025Q3: 52,659 shares; 2025Q4: 55,681 shares 55,681 $1.32M 0.08% +3,022 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 47,162 shares; 2025Q3: 46,239 shares; 2025Q4: 50,458 shares 50,458 $1.31M 0.08% +4,219 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,333 shares 48,333 $1.29M 0.08% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,634 shares; 2024Q4: 8,395 shares; 2025Q1: 7,270 shares; 2025Q2: 5,712 shares; 2025Q3: 5,417 shares; 2025Q4: 5,152 shares 5,152 $1.29M 0.08% -265 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,214 shares 12,214 $1.29M 0.08% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,580 shares; 2025Q2: 5,854 shares; 2025Q3: 6,136 shares; 2025Q4: 7,163 shares 7,163 $1.24M 0.07% +1,027 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,182 shares; 2025Q3: 21,194 shares; 2025Q4: 26,506 shares 26,506 $1.24M 0.07% +5,312 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 5,478 shares; 2025Q1: 5,624 shares; 2025Q2: 5,495 shares; 2025Q3: 5,541 shares; 2025Q4: 6,016 shares 6,016 $1.23M 0.07% +475 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,395 shares; 2025Q1: 2,062 shares; 2025Q2: 3,028 shares; 2025Q3: 4,103 shares; 2025Q4: 4,040 shares 4,040 $1.22M 0.07% -63 Timeline VNQI 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: 20,998 shares; 2024Q4: 22,500 shares; 2025Q1: 24,432 shares; 2025Q2: 24,448 shares; 2025Q3: 24,634 shares; 2025Q4: 26,331 shares 26,331 $1.21M 0.07% +1,697 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,271 shares; 2024Q4: 30,587 shares; 2025Q1: 30,386 shares; 2025Q2: 31,250 shares; 2025Q3: 31,207 shares; 2025Q4: 29,770 shares 29,770 $1.17M 0.07% -1,437 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: 5,760 shares; 2024Q4: 5,045 shares; 2025Q1: 4,016 shares; 2025Q2: 4,842 shares; 2025Q3: 5,084 shares; 2025Q4: 3,407 shares 3,407 $1.17M 0.07% -1,677 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 2,952 shares; 2025Q1: 1,650 shares; 2025Q2: 1,670 shares; 2025Q3: 1,432 shares; 2025Q4: 2,042 shares 2,042 $1.17M 0.07% +610 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,636 shares; 2024Q4: 19,155 shares; 2025Q1: 19,155 shares; 2025Q2: 19,155 shares; 2025Q3: 19,155 shares; 2025Q4: 19,155 shares 19,155 $1.16M 0.07% 0 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: 1,978 shares; 2024Q4: 1,801 shares; 2025Q1: 1,805 shares; 2025Q2: 2,171 shares; 2025Q3: 2,443 shares; 2025Q4: 2,540 shares 2,540 $1.15M 0.07% +97 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,430 shares; 2025Q1: 1,578 shares; 2025Q2: 1,753 shares; 2025Q3: 3,373 shares; 2025Q4: 3,537 shares 3,537 $1.15M 0.07% +164 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,181 shares 30,181 $1.14M 0.07% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,151 shares; 2025Q1: 2,893 shares; 2025Q2: 2,850 shares; 2025Q3: 3,027 shares; 2025Q4: 3,642 shares 3,642 $1.12M 0.07% +615 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 8,779 shares; 2025Q1: 3,697 shares; 2025Q2: 4,138 shares; 2025Q3: 4,027 shares; 2025Q4: 4,897 shares 4,897 $1.12M 0.07% +870 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: 10,812 shares; 2024Q4: 10,641 shares; 2025Q1: 5,663 shares; 2025Q2: 5,281 shares; 2025Q3: 5,300 shares; 2025Q4: 5,205 shares 5,205 $1.1M 0.07% -95 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,901 shares; 2025Q4: 13,611 shares 13,611 $1.09M 0.07% +710 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,806 shares; 2024Q4: 56,175 shares; 2025Q1: 39,675 shares; 2025Q2: 35,700 shares; 2025Q3: 35,700 shares; 2025Q4: 32,725 shares 32,725 $1.08M 0.06% -2,975 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 3,158 shares; 2025Q1: 2,906 shares; 2025Q2: 2,906 shares; 2025Q3: 2,702 shares; 2025Q4: 2,714 shares 2,714 $1.08M 0.06% +12 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 8,971 shares; 2025Q1: 8,919 shares; 2025Q2: 9,792 shares; 2025Q3: 12,068 shares; 2025Q4: 14,517 shares 14,517 $1.08M 0.06% +2,449 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,307 shares; 2025Q2: 4,434 shares; 2025Q3: 4,316 shares; 2025Q4: 4,360 shares 4,360 $1.07M 0.06% +44 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 675 shares; 2025Q1: 719 shares; 2025Q2: 812 shares; 2025Q3: 891 shares; 2025Q4: 884 shares 884 $1.07M 0.06% -7 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,002 shares; 2024Q4: 54,821 shares; 2025Q1: 54,296 shares; 2025Q2: 54,336 shares; 2025Q3: 51,404 shares; 2025Q4: 52,664 shares 52,664 $1.07M 0.06% +1,260 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,531 shares; 2025Q3: 26,643 shares; 2025Q4: 44,607 shares 44,607 $1.06M 0.06% +17,964 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,230 shares; 2024Q4: 20,066 shares; 2025Q1: 29,518 shares; 2025Q2: 29,493 shares; 2025Q3: 20,945 shares; 2025Q4: 20,844 shares 20,844 $1.05M 0.06% -101 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: not reported; 2024Q4: 2,810 shares; 2025Q1: 2,796 shares; 2025Q2: 2,793 shares; 2025Q3: 2,810 shares; 2025Q4: 2,966 shares 2,966 $1.05M 0.06% +156 Timeline FXG 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: 16,739 shares; 2024Q4: 16,739 shares; 2025Q1: 17,239 shares; 2025Q2: 17,239 shares; 2025Q3: 17,239 shares; 2025Q4: 17,239 shares 17,239 $1.05M 0.06% 0 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: 4,384 shares; 2024Q4: 4,397 shares; 2025Q1: 4,060 shares; 2025Q2: 5,316 shares; 2025Q3: 5,870 shares; 2025Q4: 6,518 shares 6,518 $1.05M 0.06% +648 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,167 shares; 2025Q4: 28,729 shares 28,729 $1.05M 0.06% +21,562 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,016 shares; 2025Q1: 1,892 shares; 2025Q2: 2,535 shares; 2025Q3: 2,458 shares; 2025Q4: 2,787 shares 2,787 $1.04M 0.06% +329 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 18,473 shares; 2025Q1: not reported; 2025Q2: 26,387 shares; 2025Q3: 29,941 shares; 2025Q4: 28,243 shares 28,243 $1.04M 0.06% -1,698 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,062 shares; 2024Q4: 42,787 shares; 2025Q1: 37,730 shares; 2025Q2: 37,100 shares; 2025Q3: 37,144 shares; 2025Q4: 34,354 shares 34,354 $1.03M 0.06% -2,790 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 3,995 shares; 2025Q1: 4,034 shares; 2025Q2: 4,233 shares; 2025Q3: 4,463 shares; 2025Q4: 5,547 shares 5,547 $1.02M 0.06% +1,084 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,338 shares; 2025Q4: 10,574 shares 10,574 $1.02M 0.06% +6,236 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: 4,223 shares; 2024Q4: 4,204 shares; 2025Q1: 4,001 shares; 2025Q2: 3,657 shares; 2025Q3: 3,623 shares; 2025Q4: 13,823 shares 13,823 $1.02M 0.06% +10,200 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,102 shares; 2024Q4: 8,796 shares; 2025Q1: 9,234 shares; 2025Q2: 9,333 shares; 2025Q3: 9,344 shares; 2025Q4: 8,929 shares 8,929 $1.02M 0.06% -415 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: 815 shares; 2024Q4: 744 shares; 2025Q1: 842 shares; 2025Q2: 1,033 shares; 2025Q3: 1,216 shares; 2025Q4: 6,626 shares 6,626 $1.02M 0.06% +5,410 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,964 shares; 2025Q3: 3,186 shares; 2025Q4: 3,117 shares 3,117 $1.01M 0.06% -69 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,987 shares; 2025Q2: 6,759 shares; 2025Q3: 7,268 shares; 2025Q4: 7,814 shares 7,814 $997K 0.06% +546 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,049 shares; 2025Q1: 968 shares; 2025Q2: 877 shares; 2025Q3: 907 shares; 2025Q4: 10,534 shares 10,534 $988K 0.06% +9,627 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,767 shares; 2025Q3: 34,994 shares; 2025Q4: 37,565 shares 37,565 $986K 0.06% +2,571 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,063 shares; 2025Q4: 25,264 shares 25,264 $983K 0.06% -53,799 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,590 shares; 2024Q4: 16,367 shares; 2025Q1: 17,240 shares; 2025Q2: 18,372 shares; 2025Q3: 12,584 shares; 2025Q4: 9,601 shares 9,601 $981K 0.06% -2,983 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,138 shares; 2024Q4: 11,449 shares; 2025Q1: 11,266 shares; 2025Q2: 11,196 shares; 2025Q3: 11,210 shares; 2025Q4: 10,694 shares 10,694 $977K 0.06% -516 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,909 shares; 2025Q3: 12,387 shares; 2025Q4: 12,673 shares 12,673 $975K 0.06% +286 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: 14,140 shares; 2024Q4: not reported; 2025Q1: 24,498 shares; 2025Q2: 16,440 shares; 2025Q3: 15,718 shares; 2025Q4: 30,226 shares 30,226 $958K 0.06% +14,508 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 5,809 shares; 2025Q1: 6,550 shares; 2025Q2: 7,493 shares; 2025Q3: 7,910 shares; 2025Q4: 7,403 shares 7,403 $955K 0.06% -507 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,360 shares; 2024Q4: 32,215 shares; 2025Q1: 33,890 shares; 2025Q2: 32,701 shares; 2025Q3: 32,220 shares; 2025Q4: 35,369 shares 35,369 $952K 0.06% +3,149 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,032 shares; 2025Q4: 42,592 shares 42,592 $946K 0.06% +25,560 Timeline HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,415 shares; 2025Q2: 13,045 shares; 2025Q3: 13,658 shares; 2025Q4: 14,121 shares 14,121 $942K 0.06% +463 WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,316 shares; 2025Q1: 3,319 shares; 2025Q2: 3,215 shares; 2025Q3: 3,216 shares; 2025Q4: 3,076 shares 3,076 $930K 0.06% -140 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 86,490 shares 86,490 $927K 0.06% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,397 shares 1,397 $926K 0.06% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,946 shares 19,946 $914K 0.05% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,821 shares; 2024Q4: 89,361 shares; 2025Q1: 69,134 shares; 2025Q2: 5,411 shares; 2025Q3: 4,644 shares; 2025Q4: 12,510 shares 12,510 $909K 0.05% +7,866 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: 1,380 shares; 2024Q4: 1,398 shares; 2025Q1: 1,826 shares; 2025Q2: 2,215 shares; 2025Q3: 2,319 shares; 2025Q4: 2,562 shares 2,562 $897K 0.05% +243 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: 8,725 shares; 2024Q4: 9,683 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,436 shares 19,436 $895K 0.05% new Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,149 shares 17,149 $889K 0.05% new FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 6,263 shares; 2025Q1: 10,304 shares; 2025Q2: 16,320 shares; 2025Q3: 17,192 shares; 2025Q4: 15,658 shares 15,658 $888K 0.05% -1,534 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 2,225 shares; 2025Q1: 2,277 shares; 2025Q2: 1,838 shares; 2025Q3: 1,837 shares; 2025Q4: 1,847 shares 1,847 $887K 0.05% +10 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: 1,134 shares; 2024Q4: 1,182 shares; 2025Q1: 1,293 shares; 2025Q2: 1,433 shares; 2025Q3: 1,576 shares; 2025Q4: 1,594 shares 1,594 $881K 0.05% +18 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,375 shares; 2024Q4: 21,980 shares; 2025Q1: 14,240 shares; 2025Q2: 13,065 shares; 2025Q3: 12,201 shares; 2025Q4: 11,946 shares 11,946 $880K 0.05% -255 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 11,486 shares; 2025Q1: 10,505 shares; 2025Q2: 17,745 shares; 2025Q3: 19,093 shares; 2025Q4: 21,571 shares 21,571 $879K 0.05% +2,478 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,835 shares; 2024Q4: 98,168 shares; 2025Q1: 58,604 shares; 2025Q2: 50,114 shares; 2025Q3: 13,557 shares; 2025Q4: 7,684 shares 7,684 $875K 0.05% -5,873 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,370 shares; 2024Q4: 5,184 shares; 2025Q1: 5,033 shares; 2025Q2: 4,931 shares; 2025Q3: 4,518 shares; 2025Q4: 5,871 shares 5,871 $873K 0.05% +1,353 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 6,033 shares; 2025Q1: 5,481 shares; 2025Q2: 4,960 shares; 2025Q3: 4,892 shares; 2025Q4: 4,709 shares 4,709 $872K 0.05% -183 Timeline XONE 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: 18,875 shares; 2024Q4: 20,805 shares; 2025Q1: 24,766 shares; 2025Q2: 21,727 shares; 2025Q3: 18,385 shares; 2025Q4: 17,596 shares 17,596 $872K 0.05% -789 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 10,140 shares; 2025Q1: 12,161 shares; 2025Q2: 13,951 shares; 2025Q3: 17,029 shares; 2025Q4: 18,164 shares 18,164 $867K 0.05% +1,135 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,753 shares; 2024Q4: 10,802 shares; 2025Q1: 10,854 shares; 2025Q2: 10,909 shares; 2025Q3: 10,970 shares; 2025Q4: 11,035 shares 11,035 $865K 0.05% +65 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,049 shares; 2024Q4: 34,984 shares; 2025Q1: 27,553 shares; 2025Q2: 34,072 shares; 2025Q3: 47,267 shares; 2025Q4: 65,239 shares 65,239 $864K 0.05% +17,972 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: 3,397 shares; 2024Q4: 4,089 shares; 2025Q1: 3,680 shares; 2025Q2: 3,837 shares; 2025Q3: 4,289 shares; 2025Q4: 3,963 shares 3,963 $861K 0.05% -326 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 3,022 shares; 2025Q1: 2,517 shares; 2025Q2: 2,592 shares; 2025Q3: 1,995 shares; 2025Q4: 1,871 shares 1,871 $835K 0.05% -124 MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,756 shares; 2024Q4: 11,863 shares; 2025Q1: 11,799 shares; 2025Q2: 10,892 shares; 2025Q3: 10,843 shares; 2025Q4: 10,570 shares 10,570 $834K 0.05% -273 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,098 shares; 2025Q2: 4,190 shares; 2025Q3: 4,177 shares; 2025Q4: 3,641 shares 3,641 $834K 0.05% -536 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,910 shares; 2024Q4: 15,384 shares; 2025Q1: 18,491 shares; 2025Q2: 16,224 shares; 2025Q3: 14,574 shares; 2025Q4: 16,449 shares 16,449 $832K 0.05% +1,875 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 11,900 shares; 2025Q1: 10,101 shares; 2025Q2: 12,433 shares; 2025Q3: 17,597 shares; 2025Q4: 21,168 shares 21,168 $829K 0.05% +3,571 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,053 shares; 2024Q4: 16,825 shares; 2025Q1: 16,219 shares; 2025Q2: 16,013 shares; 2025Q3: 15,935 shares; 2025Q4: 16,294 shares 16,294 $824K 0.05% +359 Timeline USXF 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: 22,262 shares; 2024Q4: 25,461 shares; 2025Q1: 27,659 shares; 2025Q2: 20,838 shares; 2025Q3: 14,532 shares; 2025Q4: 14,301 shares 14,301 $823K 0.05% -231 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,792 shares; 2025Q2: 4,881 shares; 2025Q3: 4,682 shares; 2025Q4: 4,697 shares 4,697 $817K 0.05% +15 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,675 shares; 2025Q4: 8,205 shares 8,205 $815K 0.05% +530 Timeline ESGE 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: 13,170 shares; 2024Q4: 13,610 shares; 2025Q1: 13,914 shares; 2025Q2: 14,345 shares; 2025Q3: 15,385 shares; 2025Q4: 18,416 shares 18,416 $813K 0.05% +3,031 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,703 shares; 2025Q1: 2,061 shares; 2025Q2: 2,221 shares; 2025Q3: 3,144 shares; 2025Q4: 3,129 shares 3,129 $810K 0.05% -15 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,233 shares; 2024Q4: 8,450 shares; 2025Q1: 7,610 shares; 2025Q2: 7,536 shares; 2025Q3: 7,104 shares; 2025Q4: 6,747 shares 6,747 $805K 0.05% -357 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 430 shares; 2025Q1: 471 shares; 2025Q2: 7,683 shares; 2025Q3: 9,075 shares; 2025Q4: 8,781 shares 8,781 $801K 0.05% -294 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 2,825 shares; 2025Q2: 2,909 shares; 2025Q3: 3,213 shares; 2025Q4: 3,518 shares 3,518 $796K 0.05% +305 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,795 shares; 2025Q3: 9,848 shares; 2025Q4: 10,503 shares 10,503 $788K 0.05% +655 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,221 shares 20,221 $786K 0.05% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,236 shares 4,236 $786K 0.05% new Timeline PIO 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: 7,755 shares; 2025Q3: 17,115 shares; 2025Q4: 17,751 shares 17,751 $784K 0.05% +636 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 9,889 shares; 2025Q1: 9,304 shares; 2025Q2: 9,235 shares; 2025Q3: 9,000 shares; 2025Q4: 7,342 shares 7,342 $783K 0.05% -1,658 Timeline IYH 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: 18,724 shares; 2024Q4: 14,012 shares; 2025Q1: 13,280 shares; 2025Q2: 13,702 shares; 2025Q3: 13,044 shares; 2025Q4: 12,024 shares 12,024 $783K 0.05% -1,020 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,659 shares; 2024Q4: 126,789 shares; 2025Q1: 114,410 shares; 2025Q2: 101,900 shares; 2025Q3: 70,627 shares; 2025Q4: 59,017 shares 59,017 $774K 0.05% -11,610 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,571 shares 8,571 $769K 0.05% new 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: 10,905 shares; 2024Q4: 11,567 shares; 2025Q1: 6,784 shares; 2025Q2: 7,015 shares; 2025Q3: 7,129 shares; 2025Q4: 7,678 shares 7,678 $762K 0.05% +549 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,833 shares; 2024Q4: 4,756 shares; 2025Q1: 4,711 shares; 2025Q2: 4,716 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares 3,690 $761K 0.05% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,394 shares; 2024Q4: 14,914 shares; 2025Q1: 8,702 shares; 2025Q2: 7,632 shares; 2025Q3: 7,020 shares; 2025Q4: 14,055 shares 14,055 $757K 0.05% +7,035 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,001 shares 7,001 $753K 0.05% new 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: 2,448 shares; 2024Q4: 2,481 shares; 2025Q1: 4,286 shares; 2025Q2: 4,883 shares; 2025Q3: 5,205 shares; 2025Q4: 4,865 shares 4,865 $750K 0.04% -340 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,219 shares; 2024Q4: 15,495 shares; 2025Q1: 17,994 shares; 2025Q2: 15,982 shares; 2025Q3: 16,063 shares; 2025Q4: 15,105 shares 15,105 $749K 0.04% -958 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: 2,741 shares; 2024Q4: 2,977 shares; 2025Q1: 3,383 shares; 2025Q2: 3,597 shares; 2025Q3: 7,522 shares; 2025Q4: 7,226 shares 7,226 $748K 0.04% -296 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,164 shares; 2024Q4: 18,325 shares; 2025Q1: 11,018 shares; 2025Q2: 12,716 shares; 2025Q3: 12,894 shares; 2025Q4: 14,743 shares 14,743 $744K 0.04% +1,849 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,518 shares; 2025Q3: 6,611 shares; 2025Q4: 7,045 shares 7,045 $743K 0.04% +434 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 600 shares; 2025Q1: 572 shares; 2025Q2: 581 shares; 2025Q3: 717 shares; 2025Q4: 1,591 shares 1,591 $740K 0.04% +874 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: 6,166 shares; 2024Q4: 3,708 shares; 2025Q1: 3,524 shares; 2025Q2: 3,642 shares; 2025Q3: 3,981 shares; 2025Q4: 4,297 shares 4,297 $735K 0.04% +316 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,096 shares; 2024Q4: 18,285 shares; 2025Q1: 41,245 shares; 2025Q2: 37,163 shares; 2025Q3: 37,695 shares; 2025Q4: 37,267 shares 37,267 $735K 0.04% -428 Timeline HYDB 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: 9,454 shares; 2024Q4: 17,396 shares; 2025Q1: 26,571 shares; 2025Q2: 17,429 shares; 2025Q3: 17,717 shares; 2025Q4: 15,405 shares 15,405 $729K 0.04% -2,312 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: 3,101 shares; 2024Q4: 2,928 shares; 2025Q1: 4,966 shares; 2025Q2: 5,449 shares; 2025Q3: 5,501 shares; 2025Q4: 6,504 shares 6,504 $715K 0.04% +1,003 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: 777 shares; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 895 shares; 2025Q4: 1,092 shares 1,092 $713K 0.04% +197 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,962 shares; 2025Q3: not reported; 2025Q4: 13,999 shares 13,999 $711K 0.04% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 6,180 shares; 2025Q1: 6,180 shares; 2025Q2: 6,180 shares; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares 6,180 $703K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 14,918 shares; 2025Q1: 6,848 shares; 2025Q2: 6,917 shares; 2025Q3: 6,909 shares; 2025Q4: 7,504 shares 7,504 $702K 0.04% +595 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 9,394 shares; 2025Q1: 3,669 shares; 2025Q2: 3,866 shares; 2025Q3: 3,968 shares; 2025Q4: 4,287 shares 4,287 $697K 0.04% +319 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,050 shares 5,050 $696K 0.04% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,729 shares; 2024Q4: 13,485 shares; 2025Q1: 12,701 shares; 2025Q2: 13,874 shares; 2025Q3: 12,813 shares; 2025Q4: 12,248 shares 12,248 $693K 0.04% -565 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,009 shares; 2025Q1: 3,099 shares; 2025Q2: 3,044 shares; 2025Q3: 3,109 shares; 2025Q4: 3,314 shares 3,314 $681K 0.04% +205 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 10,361 shares; 2025Q1: 9,213 shares; 2025Q2: 10,321 shares; 2025Q3: 13,487 shares; 2025Q4: 13,951 shares 13,951 $674K 0.04% +464 Timeline VIXM PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,723 shares 43,723 $668K 0.04% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 6,212 shares; 2025Q1: 6,185 shares; 2025Q2: 5,956 shares; 2025Q3: 6,082 shares; 2025Q4: 12,274 shares 12,274 $662K 0.04% +6,192 Timeline IMCG 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: 6,670 shares; 2024Q4: 7,289 shares; 2025Q1: 7,458 shares; 2025Q2: 13,037 shares; 2025Q3: 14,077 shares; 2025Q4: 8,240 shares 8,240 $658K 0.04% -5,837 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,774 shares; 2025Q4: 6,828 shares 6,828 $658K 0.04% +2,054 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,707 shares; 2025Q1: 5,058 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,099 shares 8,099 $654K 0.04% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 6,468 shares; 2025Q1: 8,143 shares; 2025Q2: 8,639 shares; 2025Q3: 8,844 shares; 2025Q4: 10,180 shares 10,180 $649K 0.04% +1,336 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: 10,856 shares; 2025Q1: 8,937 shares; 2025Q2: 8,385 shares; 2025Q3: 6,977 shares; 2025Q4: 8,805 shares 8,805 $648K 0.04% +1,828 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH 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: 19,131 shares 19,131 $642K 0.04% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,292 shares; 2025Q1: 4,604 shares; 2025Q2: 4,296 shares; 2025Q3: 4,313 shares; 2025Q4: 7,513 shares 7,513 $636K 0.04% +3,200 Timeline GCOR 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: 13,304 shares; 2024Q4: 13,960 shares; 2025Q1: 10,299 shares; 2025Q2: 16,183 shares; 2025Q3: 15,525 shares; 2025Q4: 15,142 shares 15,142 $629K 0.04% -383 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,441 shares 2,441 $627K 0.04% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,447 shares; 2025Q2: 10,234 shares; 2025Q3: 10,234 shares; 2025Q4: 13,879 shares 13,879 $617K 0.04% +3,645 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,650 shares; 2025Q1: 2,604 shares; 2025Q2: 2,889 shares; 2025Q3: 2,722 shares; 2025Q4: 2,762 shares 2,762 $617K 0.04% +40 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,491 shares; 2025Q1: 6,498 shares; 2025Q2: 6,081 shares; 2025Q3: 5,921 shares; 2025Q4: 5,898 shares 5,898 $614K 0.04% -23 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,941 shares; 2025Q1: 3,144 shares; 2025Q2: 4,730 shares; 2025Q3: 6,137 shares; 2025Q4: 5,643 shares 5,643 $613K 0.04% -494 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,554 shares 8,554 $611K 0.04% new 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: 1,510 shares; 2024Q4: 1,511 shares; 2025Q1: 1,515 shares; 2025Q2: 1,896 shares; 2025Q3: 1,949 shares; 2025Q4: 1,935 shares 1,935 $609K 0.04% -14 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: 5,294 shares; 2024Q4: 5,297 shares; 2025Q1: 5,108 shares; 2025Q2: 5,110 shares; 2025Q3: 5,111 shares; 2025Q4: 5,113 shares 5,113 $606K 0.04% +2 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares 4,950 $603K 0.04% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,474 shares 7,474 $598K 0.04% new Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,313 shares; 2025Q2: 18,117 shares; 2025Q3: 18,118 shares; 2025Q4: 19,540 shares 19,540 $596K 0.04% +1,422 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,407 shares; 2025Q3: 6,278 shares; 2025Q4: 7,112 shares 7,112 $595K 0.04% +834 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 27,863 shares; 2025Q1: 25,048 shares; 2025Q2: 21,638 shares; 2025Q3: 21,523 shares; 2025Q4: 24,677 shares 24,677 $593K 0.04% +3,154 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,765 shares; 2025Q4: 12,077 shares 12,077 $593K 0.04% +312 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,014 shares 9,014 $590K 0.04% new Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,650 shares; 2024Q4: 19,903 shares; 2025Q1: 26,073 shares; 2025Q2: 28,615 shares; 2025Q3: 28,563 shares; 2025Q4: 22,938 shares 22,938 $586K 0.04% -5,625 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,770 shares; 2025Q4: 5,959 shares 5,959 $586K 0.04% -5,811 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,071 shares 12,071 $585K 0.03% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,585 shares; 2025Q2: 6,370 shares; 2025Q3: 6,327 shares; 2025Q4: 8,182 shares 8,182 $584K 0.03% +1,855 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: not reported; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: 1,184 shares; 2025Q3: 1,396 shares; 2025Q4: 1,861 shares 1,861 $581K 0.03% +465 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,175 shares; 2024Q4: 15,175 shares; 2025Q1: 15,175 shares; 2025Q2: 15,175 shares; 2025Q3: 15,175 shares; 2025Q4: 15,175 shares 15,175 $575K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,944 shares 16,944 $573K 0.03% new 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: 4,636 shares; 2024Q4: not reported; 2025Q1: 4,062 shares; 2025Q2: 4,379 shares; 2025Q3: 5,424 shares; 2025Q4: 6,983 shares 6,983 $571K 0.03% +1,559 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,232 shares; 2024Q4: 7,418 shares; 2025Q1: 3,785 shares; 2025Q2: 945 shares; 2025Q3: 982 shares; 2025Q4: 1,784 shares 1,784 $568K 0.03% +802 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,141 shares; 2025Q2: 16,245 shares; 2025Q3: 17,256 shares; 2025Q4: 18,627 shares 18,627 $566K 0.03% +1,371 Timeline EVUS 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: 11,321 shares; 2025Q4: 17,602 shares 17,602 $564K 0.03% +6,281 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 549 shares; 2025Q4: 636 shares 636 $559K 0.03% +87 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: 4,478 shares; 2024Q4: 3,686 shares; 2025Q1: 3,773 shares; 2025Q2: 3,886 shares; 2025Q3: 4,027 shares; 2025Q4: 4,781 shares 4,781 $558K 0.03% +754 Timeline ISPY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,142 shares 12,142 $554K 0.03% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: 8,398 shares 8,398 $554K 0.03% +505 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: 527 shares; 2025Q1: 519 shares; 2025Q2: 508 shares; 2025Q3: 523 shares; 2025Q4: 516 shares 516 $553K 0.03% -7 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 859 shares; 2025Q1: 965 shares; 2025Q2: 1,074 shares; 2025Q3: 1,194 shares; 2025Q4: 1,215 shares 1,215 $552K 0.03% +21 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,405 shares; 2024Q4: 39,977 shares; 2025Q1: 38,203 shares; 2025Q2: 33,956 shares; 2025Q3: 29,000 shares; 2025Q4: 28,178 shares 28,178 $552K 0.03% -822 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,110 shares; 2024Q4: 7,629 shares; 2025Q1: 7,064 shares; 2025Q2: 6,337 shares; 2025Q3: 6,682 shares; 2025Q4: 6,544 shares 6,544 $551K 0.03% -138 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,797 shares; 2025Q3: 3,797 shares; 2025Q4: 3,250 shares 3,250 $547K 0.03% -547 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 980 shares; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,410 shares; 2025Q4: 1,467 shares 1,467 $543K 0.03% +57 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,777 shares 2,777 $542K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,299 shares; 2025Q4: 1,787 shares 1,787 $538K 0.03% +488 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,166 shares; 2025Q3: 9,360 shares; 2025Q4: 15,211 shares 15,211 $537K 0.03% +5,851 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,264 shares; 2024Q4: 8,304 shares; 2025Q1: 7,759 shares; 2025Q2: 7,634 shares; 2025Q3: 7,634 shares; 2025Q4: 9,425 shares 9,425 $535K 0.03% +1,791 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,223 shares; 2025Q1: 4,902 shares; 2025Q2: 3,080 shares; 2025Q3: 3,638 shares; 2025Q4: 5,415 shares 5,415 $533K 0.03% +1,777 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: 4,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,053 shares 4,053 $531K 0.03% new Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,863 shares; 2025Q1: 4,121 shares; 2025Q2: 5,060 shares; 2025Q3: 5,442 shares; 2025Q4: 6,135 shares 6,135 $529K 0.03% +693 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,038 shares; 2025Q1: 3,596 shares; 2025Q2: 3,204 shares; 2025Q3: 3,207 shares; 2025Q4: 3,119 shares 3,119 $529K 0.03% -88 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,434 shares; 2025Q1: 1,019 shares; 2025Q2: 1,220 shares; 2025Q3: 1,193 shares; 2025Q4: 1,304 shares 1,304 $523K 0.03% +111 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: 6,205 shares; 2024Q4: 6,011 shares; 2025Q1: 5,955 shares; 2025Q2: 5,792 shares; 2025Q3: 5,639 shares; 2025Q4: 5,566 shares 5,566 $523K 0.03% -73 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: 12,626 shares; 2024Q4: 11,173 shares; 2025Q1: 11,173 shares; 2025Q2: 11,173 shares; 2025Q3: 11,173 shares; 2025Q4: 11,709 shares 11,709 $519K 0.03% +536 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,790 shares; 2025Q1: 1,951 shares; 2025Q2: 1,911 shares; 2025Q3: 2,163 shares; 2025Q4: 2,316 shares 2,316 $518K 0.03% +153 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 4,163 shares; 2025Q1: 3,021 shares; 2025Q2: 2,933 shares; 2025Q3: 2,981 shares; 2025Q4: 2,797 shares 2,797 $515K 0.03% -184 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 3,537 shares; 2025Q1: 2,913 shares; 2025Q2: 2,987 shares; 2025Q3: 3,016 shares; 2025Q4: 3,217 shares 3,217 $515K 0.03% +201 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: 4,079 shares; 2025Q1: 3,930 shares; 2025Q2: 3,491 shares; 2025Q3: 4,165 shares; 2025Q4: 5,519 shares 5,519 $514K 0.03% +1,354 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,245 shares 34,245 $514K 0.03% new Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 10,560 shares 10,560 $508K 0.03% -2,940 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,211 shares; 2025Q4: 9,730 shares 9,730 $504K 0.03% +4,519 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,815 shares; 2024Q4: 15,737 shares; 2025Q1: 16,692 shares; 2025Q2: 18,559 shares; 2025Q3: 21,870 shares; 2025Q4: 21,473 shares 21,473 $502K 0.03% -397 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,148 shares 10,148 $501K 0.03% new Timeline GSST 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: 8,406 shares; 2024Q4: 9,479 shares; 2025Q1: 10,780 shares; 2025Q2: 10,351 shares; 2025Q3: 9,954 shares; 2025Q4: 9,849 shares 9,849 $497K 0.03% -105 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,418 shares; 2025Q3: 3,862 shares; 2025Q4: 4,817 shares 4,817 $493K 0.03% +955 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 22,582 shares; 2025Q1: 22,641 shares; 2025Q2: 17,293 shares; 2025Q3: 17,293 shares; 2025Q4: 18,116 shares 18,116 $493K 0.03% +823 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 5,489 shares; 2025Q1: 5,735 shares; 2025Q2: 5,762 shares; 2025Q3: 5,807 shares; 2025Q4: 5,487 shares 5,487 $491K 0.03% -320 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,526 shares; 2024Q4: 31,665 shares; 2025Q1: 30,114 shares; 2025Q2: 26,385 shares; 2025Q3: 22,294 shares; 2025Q4: 21,349 shares 21,349 $488K 0.03% -945 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,338 shares 20,338 $487K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,129 shares 10,129 $486K 0.03% new 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: 33,138 shares; 2024Q4: 11,648 shares; 2025Q1: 8,161 shares; 2025Q2: 2,027 shares; 2025Q3: 3,084 shares; 2025Q4: 2,733 shares 2,733 $486K 0.03% -351 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,973 shares; 2025Q3: 9,448 shares; 2025Q4: 9,304 shares 9,304 $473K 0.03% -144 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,273 shares 4,273 $469K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,347 shares 5,347 $468K 0.03% new 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: 11,339 shares; 2024Q4: 7,909 shares; 2025Q1: 7,717 shares; 2025Q2: 7,261 shares; 2025Q3: 7,991 shares; 2025Q4: 8,301 shares 8,301 $468K 0.03% +310 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 9,969 shares; 2025Q1: 10,881 shares; 2025Q2: 11,193 shares; 2025Q3: 11,202 shares; 2025Q4: 11,211 shares 11,211 $468K 0.03% +9 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 6,824 shares; 2025Q1: 6,505 shares; 2025Q2: 6,062 shares; 2025Q3: 6,077 shares; 2025Q4: 5,876 shares 5,876 $466K 0.03% -201 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,901 shares 3,901 $458K 0.03% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,689 shares 8,689 $455K 0.03% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 3,664 shares; 2025Q1: 3,817 shares; 2025Q2: 2,781 shares; 2025Q3: 2,785 shares; 2025Q4: 2,788 shares 2,788 $455K 0.03% +3 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 4,956 shares; 2025Q1: 4,803 shares; 2025Q2: 4,798 shares; 2025Q3: 4,732 shares; 2025Q4: 4,472 shares 4,472 $449K 0.03% -260 Timeline FNDF 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: 12,252 shares; 2024Q4: 12,581 shares; 2025Q1: 12,601 shares; 2025Q2: 9,874 shares; 2025Q3: 9,569 shares; 2025Q4: 9,901 shares 9,901 $448K 0.03% +332 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,698 shares 28,698 $447K 0.03% new Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,467 shares; 2025Q3: 25,418 shares; 2025Q4: 26,421 shares 26,421 $447K 0.03% +1,003 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 11,046 shares; 2025Q1: 11,320 shares; 2025Q2: 11,644 shares; 2025Q3: 11,663 shares; 2025Q4: 11,683 shares 11,683 $446K 0.03% +20 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,669 shares 12,669 $440K 0.03% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,424 shares; 2025Q1: 4,426 shares; 2025Q2: 4,428 shares; 2025Q3: 4,273 shares; 2025Q4: 4,276 shares 4,276 $434K 0.03% +3 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: 1,247 shares; 2024Q4: 1,248 shares; 2025Q1: 1,252 shares; 2025Q2: 1,252 shares; 2025Q3: 1,252 shares; 2025Q4: 1,254 shares 1,254 $432K 0.03% +2 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,454 shares 31,454 $430K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,604 shares; 2025Q1: 1,519 shares; 2025Q2: 1,511 shares; 2025Q3: 1,477 shares; 2025Q4: 1,485 shares 1,485 $429K 0.03% +8 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,792 shares 21,792 $425K 0.03% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,043 shares; 2025Q1: 2,993 shares; 2025Q2: 2,921 shares; 2025Q3: 3,028 shares; 2025Q4: 3,101 shares 3,101 $425K 0.03% +73 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares 10,600 $420K 0.03% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 834 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 930 shares; 2025Q4: 928 shares 928 $413K 0.02% -2 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,337 shares; 2025Q3: 4,923 shares; 2025Q4: 4,324 shares 4,324 $411K 0.02% -599 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,860 shares 16,860 $406K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,786 shares; 2025Q3: 1,815 shares; 2025Q4: 1,674 shares 1,674 $406K 0.02% -141 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: 22,007 shares; 2024Q4: 12,936 shares; 2025Q1: not reported; 2025Q2: 24,528 shares; 2025Q3: 10,570 shares; 2025Q4: 5,823 shares 5,823 $404K 0.02% -4,747 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,191 shares 6,191 $402K 0.02% new 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: 2,905 shares; 2024Q4: 2,827 shares; 2025Q1: 2,729 shares; 2025Q2: 2,785 shares; 2025Q3: 2,798 shares; 2025Q4: 2,840 shares 2,840 $402K 0.02% +42 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,470 shares; 2025Q3: 5,721 shares; 2025Q4: 5,700 shares 5,700 $398K 0.02% -21 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,384 shares; 2024Q4: 9,684 shares; 2025Q1: 9,402 shares; 2025Q2: 9,858 shares; 2025Q3: 10,344 shares; 2025Q4: 8,449 shares 8,449 $395K 0.02% -1,895 Timeline RSPF 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: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 5,025 shares; 2025Q4: 5,025 shares 5,025 $394K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,432 shares 1,432 $394K 0.02% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 795 shares 795 $387K 0.02% new Timeline RPV 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: 5,988 shares; 2024Q4: 4,948 shares; 2025Q1: 4,293 shares; 2025Q2: 4,539 shares; 2025Q3: 4,504 shares; 2025Q4: 3,689 shares 3,689 $381K 0.02% -815 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,108 shares 3,108 $381K 0.02% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,940 shares; 2025Q4: 2,940 shares 2,940 $379K 0.02% 0 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,028 shares 10,028 $379K 0.02% new Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,740 shares; 2025Q3: 9,558 shares; 2025Q4: 9,242 shares 9,242 $373K 0.02% -316 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,478 shares 5,478 $371K 0.02% new Timeline IDOG 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: not reported; 2024Q4: 9,216 shares; 2025Q1: 10,056 shares; 2025Q2: 9,606 shares; 2025Q3: 9,606 shares; 2025Q4: 9,606 shares 9,606 $370K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 7,087 shares; 2025Q1: 5,373 shares; 2025Q2: 5,528 shares; 2025Q3: 5,641 shares; 2025Q4: 4,615 shares 4,615 $368K 0.02% -1,026 Timeline DVYE 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: 11,047 shares; 2025Q2: 10,177 shares; 2025Q3: 10,853 shares; 2025Q4: 11,787 shares 11,787 $367K 0.02% +934 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,719 shares 7,719 $365K 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,701 shares 1,701 $365K 0.02% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 10,389 shares; 2025Q1: 9,689 shares; 2025Q2: 9,689 shares; 2025Q3: 9,824 shares; 2025Q4: 9,894 shares 9,894 $362K 0.02% +70 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,058 shares; 2025Q4: 6,708 shares 6,708 $358K 0.02% -17,350 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: not reported; 2025Q1: 2,250 shares; 2025Q2: 2,345 shares; 2025Q3: 2,960 shares; 2025Q4: 2,570 shares 2,570 $358K 0.02% -390 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 8,503 shares; 2025Q1: 8,674 shares; 2025Q2: 7,301 shares; 2025Q3: 7,322 shares; 2025Q4: 7,280 shares 7,280 $357K 0.02% -42 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: 4,618 shares; 2025Q4: 2,864 shares 2,864 $356K 0.02% -1,754 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,889 shares; 2024Q4: 21,163 shares; 2025Q1: 21,211 shares; 2025Q2: 45,321 shares; 2025Q3: 24,177 shares; 2025Q4: 26,420 shares 26,420 $351K 0.02% +2,243 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,340 shares; 2025Q2: 12,032 shares; 2025Q3: 12,944 shares; 2025Q4: 14,888 shares 14,888 $349K 0.02% +1,944 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 4,941 shares; 2025Q1: 4,857 shares; 2025Q2: 4,757 shares; 2025Q3: 4,671 shares; 2025Q4: 4,357 shares 4,357 $347K 0.02% -314 Timeline PKW 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: 3,169 shares; 2024Q4: 2,506 shares; 2025Q1: 2,874 shares; 2025Q2: 3,168 shares; 2025Q3: 3,108 shares; 2025Q4: 2,575 shares 2,575 $346K 0.02% -533 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares 1,849 $345K 0.02% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 2,090 shares 2,090 $339K 0.02% +35 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,154 shares 2,154 $337K 0.02% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,786 shares 3,786 $337K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,580 shares; 2025Q1: 5,564 shares; 2025Q2: 5,806 shares; 2025Q3: 5,486 shares; 2025Q4: 7,213 shares 7,213 $335K 0.02% +1,727 Timeline TSLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,916 shares 8,916 $335K 0.02% new Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,315 shares 7,315 $332K 0.02% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,614 shares 7,614 $325K 0.02% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,409 shares 7,409 $323K 0.02% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,300 shares 15,300 $321K 0.02% new Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,110 shares; 2025Q2: not reported; 2025Q3: 11,155 shares; 2025Q4: 11,690 shares 11,690 $319K 0.02% +535 Timeline GYLD ARROW ETF TR More: the full row for ARROW 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: 23,663 shares 23,663 $319K 0.02% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares 753 $318K 0.02% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,230 shares; 2025Q2: 7,489 shares; 2025Q3: 7,140 shares; 2025Q4: 7,168 shares 7,168 $318K 0.02% +28 Timeline