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: 108,933 shares; 2024Q4: 110,060 shares; 2025Q1: 108,572 shares; 2025Q2: 107,900 shares; 2025Q3: 108,084 shares; 2025Q4: 108,101 shares 108,101 $74M 5.6% +17 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: 185,813 shares; 2024Q4: 184,868 shares; 2025Q1: 190,178 shares; 2025Q2: 186,334 shares; 2025Q3: 187,009 shares; 2025Q4: 188,350 shares 188,350 $63.1M 4.77% +1,341 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: 204,945 shares; 2024Q4: 198,729 shares; 2025Q1: 201,394 shares; 2025Q2: 198,115 shares; 2025Q3: 197,787 shares; 2025Q4: 200,090 shares 200,090 $42.4M 3.21% +2,303 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497,139 shares; 2025Q3: 741,133 shares; 2025Q4: 799,806 shares 799,806 $39.7M 3% +58,673 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: 165,055 shares; 2024Q4: 169,879 shares; 2025Q1: 154,268 shares; 2025Q2: 152,513 shares; 2025Q3: 152,992 shares; 2025Q4: 144,983 shares 144,983 $39.4M 2.98% -8,009 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,612 shares; 2024Q4: 60,370 shares; 2025Q1: 60,492 shares; 2025Q2: 60,296 shares; 2025Q3: 60,281 shares; 2025Q4: 59,895 shares 59,895 $36.1M 2.73% -386 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: 62,248 shares; 2024Q4: 67,317 shares; 2025Q1: 70,096 shares; 2025Q2: 73,049 shares; 2025Q3: 74,059 shares; 2025Q4: 74,169 shares 74,169 $35.1M 2.65% +110 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: 51,713 shares; 2024Q4: 52,437 shares; 2025Q1: 52,639 shares; 2025Q2: 53,410 shares; 2025Q3: 53,994 shares; 2025Q4: 45,197 shares 45,197 $30.8M 2.33% -8,797 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: 202,067 shares; 2024Q4: 205,321 shares; 2025Q1: 209,058 shares; 2025Q2: 207,689 shares; 2025Q3: 209,747 shares; 2025Q4: 213,726 shares 213,726 $25.7M 1.94% +3,979 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: 92,034 shares; 2024Q4: 88,685 shares; 2025Q1: 87,632 shares; 2025Q2: 86,281 shares; 2025Q3: 86,039 shares; 2025Q4: 87,953 shares 87,953 $19.3M 1.46% +1,914 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 516,631 shares; 2025Q1: 545,800 shares; 2025Q2: 730,283 shares; 2025Q3: 751,201 shares; 2025Q4: 771,453 shares 771,453 $19.1M 1.44% +20,252 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: 25,381 shares; 2024Q4: 25,625 shares; 2025Q1: 25,452 shares; 2025Q2: 27,092 shares; 2025Q3: 28,015 shares; 2025Q4: 28,884 shares 28,884 $17.7M 1.34% +869 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: 203,791 shares; 2024Q4: 249,953 shares; 2025Q1: 290,800 shares; 2025Q2: 287,535 shares; 2025Q3: 341,186 shares; 2025Q4: 404,184 shares 404,184 $17.6M 1.33% +62,998 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: 263,824 shares; 2024Q4: 265,515 shares; 2025Q1: 272,299 shares; 2025Q2: 268,425 shares; 2025Q3: 271,803 shares; 2025Q4: 278,444 shares 278,444 $17.4M 1.31% +6,641 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: 225,849 shares; 2024Q4: 235,772 shares; 2025Q1: 246,332 shares; 2025Q2: 241,177 shares; 2025Q3: 245,944 shares; 2025Q4: 255,607 shares 255,607 $16.9M 1.28% +9,663 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: 82,671 shares; 2024Q4: 90,413 shares; 2025Q1: 93,883 shares; 2025Q2: 88,355 shares; 2025Q3: 90,679 shares; 2025Q4: 84,913 shares 84,913 $15.8M 1.2% -5,766 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: 63,204 shares; 2024Q4: 64,284 shares; 2025Q1: 64,152 shares; 2025Q2: 63,871 shares; 2025Q3: 63,453 shares; 2025Q4: 62,921 shares 62,921 $15.5M 1.17% -532 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: 146,025 shares; 2024Q4: 148,117 shares; 2025Q1: 146,372 shares; 2025Q2: 150,459 shares; 2025Q3: 148,549 shares; 2025Q4: 148,623 shares 148,623 $15.5M 1.17% +74 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,256 shares; 2025Q1: 111,599 shares; 2025Q2: 116,974 shares; 2025Q3: 550,952 shares; 2025Q4: 578,041 shares 578,041 $15.4M 1.17% +27,089 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: 181,311 shares; 2024Q4: 220,476 shares; 2025Q1: 239,827 shares; 2025Q2: 238,777 shares; 2025Q3: 264,465 shares; 2025Q4: 313,016 shares 313,016 $13.9M 1.05% +48,551 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: 288,910 shares; 2024Q4: 320,176 shares; 2025Q1: 289,927 shares; 2025Q2: 284,155 shares; 2025Q3: 293,509 shares; 2025Q4: 299,656 shares 299,656 $13.9M 1.05% +6,147 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,649 shares; 2024Q4: 93,376 shares; 2025Q1: 95,661 shares; 2025Q2: 173,000 shares; 2025Q3: 178,406 shares; 2025Q4: 195,266 shares 195,266 $13.6M 1.03% +16,860 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: 26,791 shares; 2024Q4: 27,139 shares; 2025Q1: 24,676 shares; 2025Q2: 26,869 shares; 2025Q3: 27,093 shares; 2025Q4: 26,269 shares 26,269 $12.7M 0.96% -824 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: 32,430 shares; 2024Q4: 32,769 shares; 2025Q1: 32,871 shares; 2025Q2: 31,923 shares; 2025Q3: 31,859 shares; 2025Q4: 65,140 shares 65,140 $12.5M 0.94% +33,281 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: 14,993 shares; 2024Q4: 18,022 shares; 2025Q1: 17,760 shares; 2025Q2: 17,900 shares; 2025Q3: 18,135 shares; 2025Q4: 18,108 shares 18,108 $11.4M 0.86% -27 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: 28,791 shares; 2024Q4: 91,212 shares; 2025Q1: 123,932 shares; 2025Q2: 153,168 shares; 2025Q3: 245,481 shares; 2025Q4: 307,520 shares 307,520 $10.9M 0.82% +62,039 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: 175,695 shares; 2024Q4: 178,159 shares; 2025Q1: 182,938 shares; 2025Q2: 177,128 shares; 2025Q3: 177,862 shares; 2025Q4: 183,622 shares 183,622 $9.87M 0.75% +5,760 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: 103,956 shares; 2024Q4: 105,867 shares; 2025Q1: 106,932 shares; 2025Q2: 107,023 shares; 2025Q3: 110,619 shares; 2025Q4: 110,801 shares 110,801 $9.5M 0.72% +182 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,841 shares; 2024Q4: 223,824 shares; 2025Q1: 302,406 shares; 2025Q2: 311,989 shares; 2025Q3: 191,308 shares; 2025Q4: 182,818 shares 182,818 $9.25M 0.7% -8,490 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: 28,484 shares; 2024Q4: 28,604 shares; 2025Q1: 29,232 shares; 2025Q2: 28,653 shares; 2025Q3: 29,687 shares; 2025Q4: 28,804 shares 28,804 $9.02M 0.68% -883 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: 41,988 shares; 2024Q4: 40,233 shares; 2025Q1: 40,563 shares; 2025Q2: 40,575 shares; 2025Q3: 41,415 shares; 2025Q4: 38,700 shares 38,700 $8.93M 0.68% -2,715 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,961 shares; 2024Q4: 66,276 shares; 2025Q1: 67,051 shares; 2025Q2: 67,338 shares; 2025Q3: 67,533 shares; 2025Q4: 68,301 shares 68,301 $7.77M 0.59% +768 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,217 shares; 2024Q4: 75,508 shares; 2025Q1: 81,336 shares; 2025Q2: 79,410 shares; 2025Q3: 78,404 shares; 2025Q4: 82,072 shares 82,072 $7.71M 0.58% +3,668 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: 22,116 shares; 2024Q4: 58,948 shares; 2025Q1: 178,419 shares; 2025Q2: 221,386 shares; 2025Q3: 230,322 shares; 2025Q4: 230,836 shares 230,836 $7.53M 0.57% +514 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: 45,615 shares; 2024Q4: 45,976 shares; 2025Q1: 47,070 shares; 2025Q2: 46,540 shares; 2025Q3: 46,867 shares; 2025Q4: 47,647 shares 47,647 $7.51M 0.57% +780 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,769 shares; 2025Q3: 152,224 shares; 2025Q4: 208,646 shares 208,646 $7.2M 0.54% +56,422 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: 107,188 shares; 2024Q4: 109,183 shares; 2025Q1: 109,502 shares; 2025Q2: 108,754 shares; 2025Q3: 108,598 shares; 2025Q4: 106,801 shares 106,801 $7.18M 0.54% -1,797 Timeline VIGI 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: 98,735 shares; 2024Q4: 99,821 shares; 2025Q1: 101,575 shares; 2025Q2: 88,307 shares; 2025Q3: 80,114 shares; 2025Q4: 78,315 shares 78,315 $7.16M 0.54% -1,799 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: 30,877 shares; 2024Q4: 30,711 shares; 2025Q1: 30,818 shares; 2025Q2: 36,732 shares; 2025Q3: 37,988 shares; 2025Q4: 47,625 shares 47,625 $6.83M 0.52% +9,637 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: 85,081 shares; 2024Q4: 84,896 shares; 2025Q1: 90,696 shares; 2025Q2: 89,655 shares; 2025Q3: 90,802 shares; 2025Q4: 101,930 shares 101,930 $6.57M 0.5% +11,128 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: 13,717 shares; 2024Q4: 14,177 shares; 2025Q1: 14,078 shares; 2025Q2: 13,163 shares; 2025Q3: 13,317 shares; 2025Q4: 13,290 shares 13,290 $6.48M 0.49% -27 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: 86,440 shares; 2024Q4: 88,619 shares; 2025Q1: 91,724 shares; 2025Q2: 89,484 shares; 2025Q3: 91,649 shares; 2025Q4: 92,710 shares 92,710 $6.44M 0.49% +1,061 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,118 shares; 2024Q4: 77,718 shares; 2025Q1: 77,945 shares; 2025Q2: 79,361 shares; 2025Q3: 77,958 shares; 2025Q4: 76,296 shares 76,296 $6.43M 0.49% -1,662 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: 3,527 shares; 2024Q4: 50,933 shares; 2025Q1: 53,896 shares; 2025Q2: 59,224 shares; 2025Q3: 65,036 shares; 2025Q4: 65,154 shares 65,154 $6.41M 0.48% +118 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: 30,163 shares; 2024Q4: 30,251 shares; 2025Q1: 29,624 shares; 2025Q2: 28,673 shares; 2025Q3: 29,104 shares; 2025Q4: 27,602 shares 27,602 $6.31M 0.48% -1,502 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: 62,553 shares; 2024Q4: 64,055 shares; 2025Q1: 60,701 shares; 2025Q2: 57,895 shares; 2025Q3: 57,675 shares; 2025Q4: 56,398 shares 56,398 $6.28M 0.47% -1,277 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: 9,450 shares; 2024Q4: 9,491 shares; 2025Q1: 9,482 shares; 2025Q2: 9,408 shares; 2025Q3: 9,550 shares; 2025Q4: 9,369 shares 9,369 $6.18M 0.47% -181 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 11,284 shares; 2025Q1: 10,830 shares; 2025Q2: 11,622 shares; 2025Q3: 11,234 shares; 2025Q4: 10,761 shares 10,761 $6.16M 0.47% -473 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 7,503 shares; 2025Q1: 6,445 shares; 2025Q2: 5,854 shares; 2025Q3: 6,165 shares; 2025Q4: 5,716 shares 5,716 $6.14M 0.46% -449 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: 75,590 shares; 2024Q4: 225,472 shares; 2025Q1: 257,374 shares; 2025Q2: 342,416 shares; 2025Q3: 282,347 shares; 2025Q4: 213,662 shares 213,662 $5.86M 0.44% -68,685 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157,108 shares; 2025Q1: 162,983 shares; 2025Q2: 162,617 shares; 2025Q3: 164,785 shares; 2025Q4: 168,956 shares 168,956 $5.85M 0.44% +4,171 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,935 shares; 2024Q4: 13,317 shares; 2025Q1: 13,908 shares; 2025Q2: 14,220 shares; 2025Q3: 14,311 shares; 2025Q4: 14,435 shares 14,435 $5.72M 0.43% +124 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: 18,009 shares; 2024Q4: 17,399 shares; 2025Q1: 17,281 shares; 2025Q2: 18,172 shares; 2025Q3: 18,673 shares; 2025Q4: 17,623 shares 17,623 $5.68M 0.43% -1,050 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: 39,445 shares; 2024Q4: 44,497 shares; 2025Q1: 44,184 shares; 2025Q2: 50,615 shares; 2025Q3: 50,960 shares; 2025Q4: 47,142 shares 47,142 $5.67M 0.43% -3,818 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,598 shares; 2024Q4: 86,288 shares; 2025Q1: 89,906 shares; 2025Q2: 88,313 shares; 2025Q3: 89,515 shares; 2025Q4: 92,756 shares 92,756 $5.31M 0.4% +3,241 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: 47,960 shares; 2024Q4: 56,366 shares; 2025Q1: 72,152 shares; 2025Q2: 78,577 shares; 2025Q3: 80,674 shares; 2025Q4: 102,718 shares 102,718 $5.18M 0.39% +22,044 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: 17,810 shares; 2024Q4: 16,724 shares; 2025Q1: 16,666 shares; 2025Q2: 17,288 shares; 2025Q3: 16,969 shares; 2025Q4: 17,858 shares 17,858 $5.18M 0.39% +889 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,077 shares; 2025Q3: 83,195 shares; 2025Q4: 90,839 shares 90,839 $5.05M 0.38% +7,644 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,711 shares; 2024Q4: 193,594 shares; 2025Q1: 178,405 shares; 2025Q2: 153,458 shares; 2025Q3: 148,730 shares; 2025Q4: 123,704 shares 123,704 $4.98M 0.38% -25,026 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: 46,046 shares; 2024Q4: 49,722 shares; 2025Q1: 50,339 shares; 2025Q2: 53,883 shares; 2025Q3: 54,836 shares; 2025Q4: 47,273 shares 47,273 $4.9M 0.37% -7,563 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: 9,508 shares; 2024Q4: 9,099 shares; 2025Q1: 8,898 shares; 2025Q2: 10,152 shares; 2025Q3: 9,939 shares; 2025Q4: 9,670 shares 9,670 $4.86M 0.37% -269 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale 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: 182,293 shares 182,293 $4.66M 0.35% new 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: 24,090 shares; 2024Q4: 23,398 shares; 2025Q1: 22,873 shares; 2025Q2: 23,831 shares; 2025Q3: 24,081 shares; 2025Q4: 22,264 shares 22,264 $4.61M 0.35% -1,817 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: 19,963 shares; 2024Q4: 19,674 shares; 2025Q1: 19,696 shares; 2025Q2: 21,103 shares; 2025Q3: 21,251 shares; 2025Q4: 21,500 shares 21,500 $4.52M 0.34% +249 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: 4,277 shares; 2024Q4: 4,795 shares; 2025Q1: 4,922 shares; 2025Q2: 5,121 shares; 2025Q3: 5,243 shares; 2025Q4: 5,882 shares 5,882 $4.43M 0.34% +639 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,751 shares; 2024Q4: 31,324 shares; 2025Q1: 31,002 shares; 2025Q2: 29,817 shares; 2025Q3: 30,435 shares; 2025Q4: 31,429 shares 31,429 $4.35M 0.33% +994 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,096 shares; 2024Q4: 17,212 shares; 2025Q1: 17,219 shares; 2025Q2: 17,517 shares; 2025Q3: 17,671 shares; 2025Q4: 17,274 shares 17,274 $4.25M 0.32% -397 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,315 shares; 2024Q4: 312,801 shares; 2025Q1: 296,824 shares; 2025Q2: 124,293 shares; 2025Q3: 100,615 shares; 2025Q4: 69,481 shares 69,481 $4.18M 0.32% -31,134 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: 13,052 shares; 2024Q4: 11,884 shares; 2025Q1: 12,741 shares; 2025Q2: 8,842 shares; 2025Q3: 9,161 shares; 2025Q4: 9,138 shares 9,138 $4.11M 0.31% -23 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,860 shares; 2025Q3: 93,440 shares; 2025Q4: 157,865 shares 157,865 $4.07M 0.31% +64,425 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,864 shares; 2024Q4: 160,498 shares; 2025Q1: 171,646 shares; 2025Q2: 170,157 shares; 2025Q3: 176,750 shares; 2025Q4: 193,597 shares 193,597 $4.04M 0.31% +16,847 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: 12,898 shares; 2024Q4: 13,129 shares; 2025Q1: 13,442 shares; 2025Q2: 12,942 shares; 2025Q3: 12,858 shares; 2025Q4: 12,670 shares 12,670 $3.98M 0.3% -188 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,029 shares; 2025Q1: 14,363 shares; 2025Q2: 20,293 shares; 2025Q3: 18,057 shares; 2025Q4: 29,816 shares 29,816 $3.89M 0.29% +11,759 Timeline INCM 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: 95,693 shares; 2025Q2: 140,167 shares; 2025Q3: 140,402 shares; 2025Q4: 138,134 shares 138,134 $3.87M 0.29% -2,268 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,480 shares; 2025Q3: 56,260 shares; 2025Q4: 77,709 shares 77,709 $3.76M 0.28% +21,449 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,399 shares; 2024Q4: 115,120 shares; 2025Q1: 114,331 shares; 2025Q2: 126,397 shares; 2025Q3: 127,320 shares; 2025Q4: 136,116 shares 136,116 $3.57M 0.27% +8,796 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: 16,459 shares; 2024Q4: 16,029 shares; 2025Q1: 16,254 shares; 2025Q2: 16,404 shares; 2025Q3: 15,646 shares; 2025Q4: 17,834 shares 17,834 $3.48M 0.26% +2,188 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,803 shares; 2024Q4: 197,103 shares; 2025Q1: 152,329 shares; 2025Q2: 163,948 shares; 2025Q3: 159,496 shares; 2025Q4: 106,626 shares 106,626 $3.42M 0.26% -52,870 Timeline SMDV 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: 53,260 shares; 2024Q4: 53,489 shares; 2025Q1: 53,396 shares; 2025Q2: 55,164 shares; 2025Q3: 52,440 shares; 2025Q4: 50,028 shares 50,028 $3.31M 0.25% -2,412 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,941 shares; 2024Q4: 60,136 shares; 2025Q1: 62,668 shares; 2025Q2: 58,857 shares; 2025Q3: 64,246 shares; 2025Q4: 56,793 shares 56,793 $3.3M 0.25% -7,453 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: 22,137 shares; 2024Q4: 22,622 shares; 2025Q1: 22,499 shares; 2025Q2: 22,951 shares; 2025Q3: 23,614 shares; 2025Q4: 30,539 shares 30,539 $3.21M 0.24% +6,925 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: 31,628 shares; 2024Q4: 35,324 shares; 2025Q1: 35,590 shares; 2025Q2: 36,056 shares; 2025Q3: 32,421 shares; 2025Q4: 32,061 shares 32,061 $3.2M 0.24% -360 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,819 shares; 2024Q4: 111,482 shares; 2025Q1: 103,737 shares; 2025Q2: 107,124 shares; 2025Q3: 121,643 shares; 2025Q4: 130,272 shares 130,272 $3.16M 0.24% +8,629 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: 23,240 shares; 2024Q4: 23,662 shares; 2025Q1: 24,775 shares; 2025Q2: 26,892 shares; 2025Q3: 26,753 shares; 2025Q4: 23,435 shares 23,435 $3.11M 0.24% -3,318 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: 10,044 shares; 2024Q4: 9,865 shares; 2025Q1: 9,638 shares; 2025Q2: 9,539 shares; 2025Q3: 9,699 shares; 2025Q4: 8,600 shares 8,600 $3.02M 0.23% -1,099 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: 49,229 shares; 2024Q4: 43,650 shares; 2025Q1: 38,214 shares; 2025Q2: 36,349 shares; 2025Q3: 34,739 shares; 2025Q4: 32,614 shares 32,614 $2.98M 0.23% -2,125 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: 8,037 shares; 2024Q4: 7,932 shares; 2025Q1: 7,884 shares; 2025Q2: 7,719 shares; 2025Q3: 7,690 shares; 2025Q4: 7,924 shares 7,924 $2.96M 0.22% +234 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: 8,145 shares; 2024Q4: 8,021 shares; 2025Q1: 8,217 shares; 2025Q2: 8,153 shares; 2025Q3: 8,990 shares; 2025Q4: 8,477 shares 8,477 $2.93M 0.22% -513 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,763 shares; 2024Q4: 13,097 shares; 2025Q1: 13,191 shares; 2025Q2: 12,809 shares; 2025Q3: 12,698 shares; 2025Q4: 12,638 shares 12,638 $2.92M 0.22% -60 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: 12,180 shares; 2024Q4: 11,662 shares; 2025Q1: 10,976 shares; 2025Q2: 11,454 shares; 2025Q3: 10,747 shares; 2025Q4: 11,244 shares 11,244 $2.9M 0.22% +497 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: 28,115 shares; 2025Q1: 28,354 shares; 2025Q2: 28,124 shares; 2025Q3: 27,813 shares; 2025Q4: 29,759 shares 29,759 $2.86M 0.22% +1,946 Timeline RWR 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: 28,346 shares; 2024Q4: 28,374 shares; 2025Q1: 28,502 shares; 2025Q2: 28,529 shares; 2025Q3: 28,981 shares; 2025Q4: 29,131 shares 29,131 $2.86M 0.22% +150 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: 26,598 shares; 2024Q4: 25,437 shares; 2025Q1: 27,088 shares; 2025Q2: 24,969 shares; 2025Q3: 23,582 shares; 2025Q4: 22,770 shares 22,770 $2.85M 0.22% -812 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: 13,288 shares; 2024Q4: 17,693 shares; 2025Q1: 22,489 shares; 2025Q2: 29,700 shares; 2025Q3: 50,584 shares; 2025Q4: 56,013 shares 56,013 $2.85M 0.22% +5,429 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,781 shares; 2024Q4: 105,613 shares; 2025Q1: 106,042 shares; 2025Q2: 108,217 shares; 2025Q3: 115,610 shares; 2025Q4: 118,229 shares 118,229 $2.8M 0.21% +2,619 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,696 shares; 2024Q4: 93,258 shares; 2025Q1: 90,960 shares; 2025Q2: 88,069 shares; 2025Q3: 100,214 shares; 2025Q4: 113,245 shares 113,245 $2.75M 0.21% +13,031 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: 18,293 shares; 2024Q4: 18,839 shares; 2025Q1: 17,171 shares; 2025Q2: 18,877 shares; 2025Q3: 19,189 shares; 2025Q4: 18,021 shares 18,021 $2.75M 0.21% -1,168 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: 12,842 shares; 2024Q4: 14,105 shares; 2025Q1: 16,239 shares; 2025Q2: 18,305 shares; 2025Q3: 20,224 shares; 2025Q4: 10,573 shares 10,573 $2.67M 0.2% -9,651 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: 8,738 shares; 2024Q4: 9,065 shares; 2025Q1: 8,100 shares; 2025Q2: 8,318 shares; 2025Q3: 8,555 shares; 2025Q4: 8,193 shares 8,193 $2.61M 0.2% -362 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: 7,762 shares; 2024Q4: 7,621 shares; 2025Q1: 7,308 shares; 2025Q2: 7,306 shares; 2025Q3: 7,469 shares; 2025Q4: 7,564 shares 7,564 $2.6M 0.2% +95 Timeline DIM 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: 32,186 shares; 2024Q4: 31,879 shares; 2025Q1: 31,888 shares; 2025Q2: 31,888 shares; 2025Q3: 31,755 shares; 2025Q4: 31,709 shares 31,709 $2.55M 0.19% -46 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,749 shares; 2024Q4: 54,847 shares; 2025Q1: 57,324 shares; 2025Q2: 48,176 shares; 2025Q3: 50,061 shares; 2025Q4: 47,800 shares 47,800 $2.51M 0.19% -2,261 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: 17,674 shares; 2024Q4: 17,034 shares; 2025Q1: 18,033 shares; 2025Q2: 17,569 shares; 2025Q3: 18,481 shares; 2025Q4: 17,382 shares 17,382 $2.49M 0.19% -1,099 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,524 shares; 2025Q4: 81,832 shares 81,832 $2.47M 0.19% +40,308 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,861 shares; 2024Q4: 40,179 shares; 2025Q1: 27,632 shares; 2025Q2: 34,235 shares; 2025Q3: 26,666 shares; 2025Q4: 24,617 shares 24,617 $2.47M 0.19% -2,049 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: 14,732 shares; 2024Q4: 14,246 shares; 2025Q1: 13,991 shares; 2025Q2: 11,409 shares; 2025Q3: 11,528 shares; 2025Q4: 12,873 shares 12,873 $2.46M 0.19% +1,345 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,074 shares; 2024Q4: 17,924 shares; 2025Q1: 17,924 shares; 2025Q2: 18,764 shares; 2025Q3: 18,765 shares; 2025Q4: 18,655 shares 18,655 $2.41M 0.18% -110 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: 3,973 shares; 2024Q4: 4,273 shares; 2025Q1: 4,350 shares; 2025Q2: 3,996 shares; 2025Q3: 4,029 shares; 2025Q4: 4,109 shares 4,109 $2.35M 0.18% +80 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,089 shares; 2024Q4: 102,385 shares; 2025Q1: 104,320 shares; 2025Q2: 109,003 shares; 2025Q3: 111,343 shares; 2025Q4: 108,779 shares 108,779 $2.34M 0.18% -2,564 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: 47,924 shares; 2024Q4: 52,582 shares; 2025Q1: 42,052 shares; 2025Q2: 44,167 shares; 2025Q3: 45,821 shares; 2025Q4: 52,574 shares 52,574 $2.34M 0.18% +6,753 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: 35,938 shares; 2024Q4: 34,361 shares; 2025Q1: 33,382 shares; 2025Q2: 34,021 shares; 2025Q3: 34,724 shares; 2025Q4: 33,446 shares 33,446 $2.34M 0.18% -1,278 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,812 shares; 2024Q4: 63,550 shares; 2025Q1: 60,909 shares; 2025Q2: 57,306 shares; 2025Q3: 58,134 shares; 2025Q4: 72,263 shares 72,263 $2.32M 0.18% +14,129 Timeline DLS 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: 28,508 shares; 2024Q4: 28,219 shares; 2025Q1: 28,219 shares; 2025Q2: 28,219 shares; 2025Q3: 28,196 shares; 2025Q4: 28,117 shares 28,117 $2.28M 0.17% -79 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 8,927 shares; 2025Q1: 10,092 shares; 2025Q2: 10,423 shares; 2025Q3: 13,534 shares; 2025Q4: 24,944 shares 24,944 $2.23M 0.17% +11,410 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: 3,824 shares; 2024Q4: 3,880 shares; 2025Q1: 3,612 shares; 2025Q2: 4,204 shares; 2025Q3: 4,241 shares; 2025Q4: 4,634 shares 4,634 $2.23M 0.17% +393 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,688 shares; 2024Q4: 44,086 shares; 2025Q1: 45,525 shares; 2025Q2: 45,111 shares; 2025Q3: 43,070 shares; 2025Q4: 46,200 shares 46,200 $2.21M 0.17% +3,130 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: 23,750 shares; 2024Q4: 24,180 shares; 2025Q1: 23,644 shares; 2025Q2: 25,642 shares; 2025Q3: 28,017 shares; 2025Q4: 30,408 shares 30,408 $2.17M 0.16% +2,391 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 70,152 shares; 2025Q1: 77,417 shares; 2025Q2: 29,998 shares; 2025Q3: 29,165 shares; 2025Q4: 22,363 shares 22,363 $2.08M 0.16% -6,802 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: 37,994 shares; 2024Q4: 37,147 shares; 2025Q1: 36,992 shares; 2025Q2: 36,862 shares; 2025Q3: 36,726 shares; 2025Q4: 37,675 shares 37,675 $2.06M 0.16% +949 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,105 shares; 2025Q2: 194,977 shares; 2025Q3: 215,741 shares; 2025Q4: 58,397 shares 58,397 $2.06M 0.16% -157,344 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: 14,565 shares; 2024Q4: 13,887 shares; 2025Q1: 15,845 shares; 2025Q2: 15,862 shares; 2025Q3: 19,094 shares; 2025Q4: 27,739 shares 27,739 $2.04M 0.15% +8,645 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,552 shares; 2024Q4: 24,340 shares; 2025Q1: 24,441 shares; 2025Q2: 24,441 shares; 2025Q3: 24,441 shares; 2025Q4: 24,441 shares 24,441 $2.02M 0.15% 0 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: 18,481 shares; 2024Q4: 19,035 shares; 2025Q1: 18,555 shares; 2025Q2: 17,696 shares; 2025Q3: 17,874 shares; 2025Q4: 17,159 shares 17,159 $2.01M 0.15% -715 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: 5,503 shares; 2024Q4: 5,594 shares; 2025Q1: 5,678 shares; 2025Q2: 6,592 shares; 2025Q3: 6,631 shares; 2025Q4: 6,319 shares 6,319 $1.95M 0.15% -312 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,427 shares; 2024Q4: 41,427 shares; 2025Q1: 41,427 shares; 2025Q2: 41,252 shares; 2025Q3: 41,427 shares; 2025Q4: 41,427 shares 41,427 $1.94M 0.15% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,579 shares; 2024Q4: 12,204 shares; 2025Q1: 12,295 shares; 2025Q2: 11,885 shares; 2025Q3: 11,670 shares; 2025Q4: 11,225 shares 11,225 $1.9M 0.14% -445 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,551 shares; 2024Q4: 23,676 shares; 2025Q1: 22,253 shares; 2025Q2: 19,654 shares; 2025Q3: 19,655 shares; 2025Q4: 19,005 shares 19,005 $1.9M 0.14% -650 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,726 shares; 2024Q4: 99,996 shares; 2025Q1: 114,470 shares; 2025Q2: 118,196 shares; 2025Q3: 126,706 shares; 2025Q4: 123,790 shares 123,790 $1.89M 0.14% -2,916 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 31,609 shares; 2025Q1: 32,201 shares; 2025Q2: 25,806 shares; 2025Q3: 30,047 shares; 2025Q4: 37,788 shares 37,788 $1.88M 0.14% +7,741 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: 17,791 shares; 2024Q4: 18,231 shares; 2025Q1: 18,068 shares; 2025Q2: 18,173 shares; 2025Q3: 18,227 shares; 2025Q4: 19,096 shares 19,096 $1.83M 0.14% +869 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: 17,339 shares; 2024Q4: 17,132 shares; 2025Q1: 16,949 shares; 2025Q2: 16,643 shares; 2025Q3: 16,476 shares; 2025Q4: 16,018 shares 16,018 $1.82M 0.14% -458 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: 13,195 shares; 2024Q4: 12,635 shares; 2025Q1: 12,778 shares; 2025Q2: 13,113 shares; 2025Q3: 12,348 shares; 2025Q4: 11,735 shares 11,735 $1.81M 0.14% -613 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: 33,311 shares; 2024Q4: 40,859 shares; 2025Q1: 43,190 shares; 2025Q2: 45,722 shares; 2025Q3: 37,037 shares; 2025Q4: 39,187 shares 39,187 $1.8M 0.14% +2,150 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: 34,638 shares; 2024Q4: 35,238 shares; 2025Q1: 31,038 shares; 2025Q2: 28,987 shares; 2025Q3: 28,554 shares; 2025Q4: 28,489 shares 28,489 $1.79M 0.14% -65 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 2,090 shares; 2025Q1: 2,796 shares; 2025Q2: 2,930 shares; 2025Q3: 2,788 shares; 2025Q4: 2,740 shares 2,740 $1.79M 0.14% -48 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,600 shares; 2024Q4: 58,207 shares; 2025Q1: 57,866 shares; 2025Q2: 58,122 shares; 2025Q3: 57,830 shares; 2025Q4: 59,444 shares 59,444 $1.79M 0.14% +1,614 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: 76,947 shares; 2024Q4: 70,644 shares; 2025Q1: 73,223 shares; 2025Q2: 72,662 shares; 2025Q3: 73,088 shares; 2025Q4: 71,877 shares 71,877 $1.79M 0.13% -1,211 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: 2,144 shares; 2024Q4: 2,069 shares; 2025Q1: 2,063 shares; 2025Q2: 2,191 shares; 2025Q3: 2,175 shares; 2025Q4: 18,884 shares 18,884 $1.77M 0.13% +16,709 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: 9,742 shares; 2024Q4: 10,503 shares; 2025Q1: 10,550 shares; 2025Q2: 10,653 shares; 2025Q3: 10,470 shares; 2025Q4: 10,840 shares 10,840 $1.74M 0.13% +370 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: 7,583 shares; 2024Q4: 6,758 shares; 2025Q1: 6,935 shares; 2025Q2: 6,762 shares; 2025Q3: 6,890 shares; 2025Q4: 5,184 shares 5,184 $1.7M 0.13% -1,706 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,698 shares; 2024Q4: 14,704 shares; 2025Q1: 16,078 shares; 2025Q2: 17,583 shares; 2025Q3: 16,669 shares; 2025Q4: 16,908 shares 16,908 $1.69M 0.13% +239 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: 8,723 shares; 2024Q4: 8,995 shares; 2025Q1: 9,007 shares; 2025Q2: 8,869 shares; 2025Q3: 9,017 shares; 2025Q4: 8,592 shares 8,592 $1.68M 0.13% -425 Timeline JQUA 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: 26,189 shares 26,189 $1.65M 0.13% new 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: 47,677 shares; 2024Q4: 43,819 shares; 2025Q1: 45,058 shares; 2025Q2: 42,868 shares; 2025Q3: 43,407 shares; 2025Q4: 40,352 shares 40,352 $1.64M 0.12% -3,055 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,786 shares; 2024Q4: 53,441 shares; 2025Q1: 55,243 shares; 2025Q2: 52,893 shares; 2025Q3: 56,164 shares; 2025Q4: 63,666 shares 63,666 $1.62M 0.12% +7,502 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,034 shares; 2024Q4: 34,792 shares; 2025Q1: 37,139 shares; 2025Q2: 41,514 shares; 2025Q3: 41,535 shares; 2025Q4: 60,805 shares 60,805 $1.6M 0.12% +19,270 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: 20,268 shares; 2024Q4: 20,896 shares; 2025Q1: 20,941 shares; 2025Q2: 19,521 shares; 2025Q3: 20,395 shares; 2025Q4: 17,896 shares 17,896 $1.56M 0.12% -2,499 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,173 shares; 2024Q4: 86,923 shares; 2025Q1: 96,431 shares; 2025Q2: 103,750 shares; 2025Q3: 117,540 shares; 2025Q4: 123,026 shares 123,026 $1.56M 0.12% +5,486 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: 19,550 shares; 2024Q4: 19,556 shares; 2025Q1: 19,561 shares; 2025Q2: 19,423 shares; 2025Q3: 19,049 shares; 2025Q4: 19,053 shares 19,053 $1.53M 0.12% +4 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: 21,994 shares; 2024Q4: 21,494 shares; 2025Q1: 21,369 shares; 2025Q2: 19,087 shares; 2025Q3: 18,727 shares; 2025Q4: 19,027 shares 19,027 $1.52M 0.12% +300 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: 9,641 shares; 2024Q4: 9,643 shares; 2025Q1: 9,793 shares; 2025Q2: 8,806 shares; 2025Q3: 9,474 shares; 2025Q4: 9,404 shares 9,404 $1.51M 0.11% -70 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,035 shares; 2024Q4: 77,104 shares; 2025Q1: 77,718 shares; 2025Q2: 78,558 shares; 2025Q3: 82,084 shares; 2025Q4: 79,822 shares 79,822 $1.5M 0.11% -2,262 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,069 shares; 2025Q1: 67,522 shares; 2025Q2: 67,634 shares; 2025Q3: 58,701 shares; 2025Q4: 50,830 shares 50,830 $1.48M 0.11% -7,871 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: 17,819 shares; 2024Q4: 17,566 shares; 2025Q1: 16,751 shares; 2025Q2: 16,706 shares; 2025Q3: 16,124 shares; 2025Q4: 32,612 shares 32,612 $1.46M 0.11% +16,488 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,790 shares; 2024Q4: 104,983 shares; 2025Q1: 107,574 shares; 2025Q2: 103,910 shares; 2025Q3: 165,652 shares; 2025Q4: 150,979 shares 150,979 $1.46M 0.11% -14,673 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,245 shares; 2025Q1: 3,526 shares; 2025Q2: 5,312 shares; 2025Q3: 5,287 shares; 2025Q4: 4,915 shares 4,915 $1.46M 0.11% -372 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: 62,512 shares; 2024Q4: 64,053 shares; 2025Q1: 65,967 shares; 2025Q2: 70,191 shares; 2025Q3: 30,473 shares; 2025Q4: 25,326 shares 25,326 $1.45M 0.11% -5,147 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,594 shares; 2025Q1: 7,169 shares; 2025Q2: 7,821 shares; 2025Q3: 8,281 shares; 2025Q4: 8,039 shares 8,039 $1.43M 0.11% -242 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,968 shares; 2024Q4: 92,754 shares; 2025Q1: 93,586 shares; 2025Q2: 102,231 shares; 2025Q3: 117,591 shares; 2025Q4: 117,965 shares 117,965 $1.42M 0.11% +374 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: 9,227 shares; 2024Q4: 9,427 shares; 2025Q1: 9,229 shares; 2025Q2: 9,730 shares; 2025Q3: 9,732 shares; 2025Q4: 9,986 shares 9,986 $1.41M 0.11% +254 Timeline EQL 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: 10,200 shares; 2024Q4: 10,650 shares; 2025Q1: 10,750 shares; 2025Q2: 32,450 shares; 2025Q3: 30,700 shares; 2025Q4: 30,000 shares 30,000 $1.39M 0.11% -700 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: 14,064 shares; 2024Q4: 13,961 shares; 2025Q1: 14,451 shares; 2025Q2: 14,657 shares; 2025Q3: 15,034 shares; 2025Q4: 15,023 shares 15,023 $1.39M 0.11% -11 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: 3,933 shares; 2024Q4: 3,902 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 3,902 shares; 2025Q4: 3,896 shares 3,896 $1.37M 0.1% -6 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,627 shares; 2025Q1: 3,875 shares; 2025Q2: 3,928 shares; 2025Q3: 3,958 shares; 2025Q4: 3,961 shares 3,961 $1.36M 0.1% +3 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: 5,153 shares; 2024Q4: 5,121 shares; 2025Q1: 5,432 shares; 2025Q2: 4,943 shares; 2025Q3: 5,032 shares; 2025Q4: 4,669 shares 4,669 $1.35M 0.1% -363 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: 21,194 shares; 2024Q4: 18,875 shares; 2025Q1: 18,642 shares; 2025Q2: 18,662 shares; 2025Q3: 16,273 shares; 2025Q4: 16,009 shares 16,009 $1.34M 0.1% -264 Timeline GWX 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: 32,562 shares; 2024Q4: 32,415 shares; 2025Q1: 33,062 shares; 2025Q2: 32,677 shares; 2025Q3: 32,824 shares; 2025Q4: 32,656 shares 32,656 $1.33M 0.1% -168 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: 6,131 shares; 2024Q4: 5,881 shares; 2025Q1: 5,800 shares; 2025Q2: 6,533 shares; 2025Q3: 7,519 shares; 2025Q4: 7,106 shares 7,106 $1.3M 0.1% -413 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,493 shares; 2024Q4: 28,890 shares; 2025Q1: 30,159 shares; 2025Q2: 30,859 shares; 2025Q3: 30,890 shares; 2025Q4: 30,565 shares 30,565 $1.3M 0.1% -325 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,460 shares; 2024Q4: 21,650 shares; 2025Q1: 25,000 shares; 2025Q2: 29,060 shares; 2025Q3: 32,942 shares; 2025Q4: 33,198 shares 33,198 $1.3M 0.1% +256 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: 15,134 shares; 2024Q4: 15,034 shares; 2025Q1: 12,035 shares; 2025Q2: 15,035 shares; 2025Q3: 15,035 shares; 2025Q4: 14,718 shares 14,718 $1.29M 0.1% -317 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: 182,942 shares; 2025Q4: 169,680 shares 169,680 $1.28M 0.1% -13,262 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: 13,568 shares; 2024Q4: 13,049 shares; 2025Q1: 12,341 shares; 2025Q2: 12,636 shares; 2025Q3: 13,275 shares; 2025Q4: 13,223 shares 13,223 $1.27M 0.1% -52 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 9,881 shares; 2025Q1: 8,969 shares; 2025Q2: 8,948 shares; 2025Q3: 9,223 shares; 2025Q4: 9,676 shares 9,676 $1.26M 0.1% +453 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: 2,812 shares; 2024Q4: 3,293 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,467 shares 3,467 $1.25M 0.09% +174 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: 29,120 shares; 2024Q4: 22,638 shares; 2025Q1: 20,550 shares; 2025Q2: 18,906 shares; 2025Q3: 14,306 shares; 2025Q4: 13,259 shares 13,259 $1.25M 0.09% -1,047 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: 10,641 shares; 2024Q4: 10,732 shares; 2025Q1: 9,844 shares; 2025Q2: 10,008 shares; 2025Q3: 9,968 shares; 2025Q4: 9,664 shares 9,664 $1.25M 0.09% -304 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,336 shares; 2024Q4: 77,712 shares; 2025Q1: 79,231 shares; 2025Q2: 78,003 shares; 2025Q3: 125,303 shares; 2025Q4: 115,236 shares 115,236 $1.23M 0.09% -10,067 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: 24,416 shares; 2024Q4: 23,616 shares; 2025Q1: 19,816 shares; 2025Q2: 21,673 shares; 2025Q3: 21,678 shares; 2025Q4: 21,622 shares 21,622 $1.22M 0.09% -56 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,424 shares; 2024Q4: 29,800 shares; 2025Q1: 28,086 shares; 2025Q2: 28,136 shares; 2025Q3: 26,911 shares; 2025Q4: 26,116 shares 26,116 $1.2M 0.09% -795 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,686 shares; 2025Q1: 3,901 shares; 2025Q2: 4,001 shares; 2025Q3: 4,405 shares; 2025Q4: 3,950 shares 3,950 $1.2M 0.09% -455 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,696 shares; 2024Q4: 14,695 shares; 2025Q1: 13,978 shares; 2025Q2: 14,435 shares; 2025Q3: 14,144 shares; 2025Q4: 12,013 shares 12,013 $1.2M 0.09% -2,131 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,735 shares; 2024Q4: 24,335 shares; 2025Q1: 24,235 shares; 2025Q2: 22,585 shares; 2025Q3: 22,665 shares; 2025Q4: 22,465 shares 22,465 $1.2M 0.09% -200 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: 18,651 shares; 2024Q4: 19,103 shares; 2025Q1: 19,778 shares; 2025Q2: 19,576 shares; 2025Q3: 19,225 shares; 2025Q4: 20,306 shares 20,306 $1.17M 0.09% +1,081 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: 10,151 shares; 2024Q4: 10,424 shares; 2025Q1: 9,720 shares; 2025Q2: 8,126 shares; 2025Q3: 7,613 shares; 2025Q4: 7,524 shares 7,524 $1.16M 0.09% -89 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,728 shares; 2024Q4: 53,224 shares; 2025Q1: 58,377 shares; 2025Q2: 67,626 shares; 2025Q3: 70,629 shares; 2025Q4: 75,172 shares 75,172 $1.15M 0.09% +4,543 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: 36,607 shares; 2024Q4: 37,868 shares; 2025Q1: 42,263 shares; 2025Q2: 45,611 shares; 2025Q3: 50,031 shares; 2025Q4: 25,916 shares 25,916 $1.15M 0.09% -24,115 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: 10,175 shares; 2024Q4: 10,373 shares; 2025Q1: 9,371 shares; 2025Q2: 7,268 shares; 2025Q3: 7,072 shares; 2025Q4: 7,974 shares 7,974 $1.14M 0.09% +902 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: 2,163 shares; 2024Q4: 1,931 shares; 2025Q1: 1,865 shares; 2025Q2: 2,072 shares; 2025Q3: 2,082 shares; 2025Q4: 2,453 shares 2,453 $1.14M 0.09% +371 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,917 shares; 2024Q4: 140,710 shares; 2025Q1: 141,407 shares; 2025Q2: 142,485 shares; 2025Q3: 129,880 shares; 2025Q4: 125,900 shares 125,900 $1.14M 0.09% -3,980 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,253 shares; 2025Q2: 19,553 shares; 2025Q3: 21,254 shares; 2025Q4: 22,555 shares 22,555 $1.14M 0.09% +1,301 Timeline DFAS 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: 14,001 shares; 2024Q4: 14,231 shares; 2025Q1: 14,898 shares; 2025Q2: 13,894 shares; 2025Q3: 14,662 shares; 2025Q4: 16,065 shares 16,065 $1.12M 0.08% +1,403 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,018 shares; 2024Q4: 116,150 shares; 2025Q1: 119,239 shares; 2025Q2: 116,140 shares; 2025Q3: 120,819 shares; 2025Q4: 120,549 shares 120,549 $1.1M 0.08% -270 Timeline FREL 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: 37,238 shares; 2024Q4: 36,512 shares; 2025Q1: 36,797 shares; 2025Q2: 36,797 shares; 2025Q3: 40,281 shares; 2025Q4: 40,281 shares 40,281 $1.08M 0.08% 0 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: 16,239 shares; 2024Q4: 15,987 shares; 2025Q1: 15,999 shares; 2025Q2: 15,843 shares; 2025Q3: 16,013 shares; 2025Q4: 16,323 shares 16,323 $1.07M 0.08% +310 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: 13,281 shares; 2024Q4: 14,109 shares; 2025Q1: 14,196 shares; 2025Q2: 14,830 shares; 2025Q3: 15,318 shares; 2025Q4: 16,438 shares 16,438 $1.07M 0.08% +1,120 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,721 shares; 2024Q4: 24,713 shares; 2025Q1: 26,862 shares; 2025Q2: 25,325 shares; 2025Q3: 24,344 shares; 2025Q4: 19,808 shares 19,808 $1.06M 0.08% -4,536 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: 8,175 shares; 2024Q4: 8,775 shares; 2025Q1: 8,775 shares; 2025Q2: 9,075 shares; 2025Q3: 8,975 shares; 2025Q4: 8,875 shares 8,875 $1.05M 0.08% -100 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: 5,308 shares; 2024Q4: 5,366 shares; 2025Q1: 7,199 shares; 2025Q2: 5,480 shares; 2025Q3: 5,829 shares; 2025Q4: 6,060 shares 6,060 $1.04M 0.08% +231 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: 3,693 shares; 2024Q4: 3,977 shares; 2025Q1: 3,819 shares; 2025Q2: 3,820 shares; 2025Q3: 3,833 shares; 2025Q4: 7,182 shares 7,182 $1.03M 0.08% +3,349 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: 4,484 shares; 2024Q4: 4,508 shares; 2025Q1: 4,493 shares; 2025Q2: 4,228 shares; 2025Q3: 4,160 shares; 2025Q4: 3,979 shares 3,979 $1.02M 0.08% -181 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 655 shares; 2025Q1: 726 shares; 2025Q2: 835 shares; 2025Q3: 819 shares; 2025Q4: 1,160 shares 1,160 $1.02M 0.08% +341 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,546 shares; 2025Q4: 33,408 shares 33,408 $971K 0.07% +6,862 Timeline AES AES CORP More: the full row for AES 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: 69,706 shares; 2025Q2: 61,210 shares; 2025Q3: 65,788 shares; 2025Q4: 65,788 shares 65,788 $943K 0.07% 0 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: 5,266 shares; 2024Q4: 5,265 shares; 2025Q1: 4,687 shares; 2025Q2: 5,024 shares; 2025Q3: 4,941 shares; 2025Q4: 3,084 shares 3,084 $942K 0.07% -1,857 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: 11,183 shares; 2024Q4: 11,255 shares; 2025Q1: 11,608 shares; 2025Q2: 11,998 shares; 2025Q3: 11,249 shares; 2025Q4: 10,007 shares 10,007 $937K 0.07% -1,242 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: 5,191 shares; 2024Q4: 5,081 shares; 2025Q1: 5,304 shares; 2025Q2: 4,992 shares; 2025Q3: 4,820 shares; 2025Q4: 3,865 shares 3,865 $932K 0.07% -955 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: 16,436 shares; 2024Q4: 20,418 shares; 2025Q1: 21,464 shares; 2025Q2: 22,986 shares; 2025Q3: 24,763 shares; 2025Q4: 24,298 shares 24,298 $931K 0.07% -465 Timeline PDN 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: 21,724 shares; 2024Q4: 21,565 shares; 2025Q1: 21,502 shares; 2025Q2: 21,367 shares; 2025Q3: 21,474 shares; 2025Q4: 21,934 shares 21,934 $925K 0.07% +460 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: 1,070 shares; 2024Q4: 1,570 shares; 2025Q1: 1,639 shares; 2025Q2: 1,840 shares; 2025Q3: 1,976 shares; 2025Q4: 1,944 shares 1,944 $911K 0.07% -32 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: 29,836 shares; 2024Q4: 28,877 shares; 2025Q1: 26,451 shares; 2025Q2: 25,189 shares; 2025Q3: 19,387 shares; 2025Q4: 16,789 shares 16,789 $906K 0.07% -2,598 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 6,365 shares; 2025Q1: 4,371 shares; 2025Q2: 5,577 shares; 2025Q3: 5,534 shares; 2025Q4: 5,558 shares 5,558 $905K 0.07% +24 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: 14,957 shares; 2024Q4: 15,057 shares; 2025Q1: 16,986 shares; 2025Q2: 16,202 shares; 2025Q3: 15,368 shares; 2025Q4: 19,213 shares 19,213 $903K 0.07% +3,845 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,829 shares; 2025Q1: 5,933 shares; 2025Q2: 6,151 shares; 2025Q3: 6,320 shares; 2025Q4: 6,350 shares 6,350 $896K 0.07% +30 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,667 shares; 2024Q4: 32,624 shares; 2025Q1: 32,424 shares; 2025Q2: 32,407 shares; 2025Q3: 33,492 shares; 2025Q4: 33,475 shares 33,475 $895K 0.07% -17 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,163 shares; 2025Q1: 1,988 shares; 2025Q2: 1,988 shares; 2025Q3: 1,843 shares; 2025Q4: 1,750 shares 1,750 $893K 0.07% -93 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: 16,565 shares; 2024Q4: 12,346 shares; 2025Q1: 11,848 shares; 2025Q2: 11,226 shares; 2025Q3: 11,421 shares; 2025Q4: 11,253 shares 11,253 $893K 0.07% -168 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: 13,139 shares; 2024Q4: 14,076 shares; 2025Q1: 14,102 shares; 2025Q2: 14,096 shares; 2025Q3: 14,535 shares; 2025Q4: 11,115 shares 11,115 $892K 0.07% -3,420 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: 17,888 shares; 2024Q4: 17,304 shares; 2025Q1: 17,108 shares; 2025Q2: 16,491 shares; 2025Q3: 16,007 shares; 2025Q4: 16,254 shares 16,254 $890K 0.07% +247 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 5,856 shares; 2025Q1: 5,806 shares; 2025Q2: 5,112 shares; 2025Q3: 4,920 shares; 2025Q4: 4,877 shares 4,877 $887K 0.07% -43 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,514 shares; 2025Q1: 7,498 shares; 2025Q2: 8,737 shares; 2025Q3: 11,339 shares; 2025Q4: 13,682 shares 13,682 $886K 0.07% +2,343 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: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 4,079 shares; 2025Q2: 4,646 shares; 2025Q3: 4,572 shares; 2025Q4: 4,002 shares 4,002 $879K 0.07% -570 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,442 shares; 2024Q4: 14,032 shares; 2025Q1: 13,832 shares; 2025Q2: 12,777 shares; 2025Q3: 12,677 shares; 2025Q4: 12,642 shares 12,642 $878K 0.07% -35 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,115 shares; 2025Q1: 3,070 shares; 2025Q2: 3,002 shares; 2025Q3: 3,043 shares; 2025Q4: 3,032 shares 3,032 $875K 0.07% -11 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,000 shares; 2024Q4: 300,000 shares; 2025Q1: 300,000 shares; 2025Q2: 300,000 shares; 2025Q3: 280,000 shares; 2025Q4: 280,000 shares 280,000 $868K 0.07% 0 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,446 shares 13,446 $868K 0.07% new 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: 748 shares; 2024Q4: 712 shares; 2025Q1: 687 shares; 2025Q2: 10,273 shares; 2025Q3: 10,113 shares; 2025Q4: 9,408 shares 9,408 $858K 0.06% -705 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: 62,235 shares; 2024Q4: 45,759 shares; 2025Q1: 43,124 shares; 2025Q2: 43,378 shares; 2025Q3: 39,963 shares; 2025Q4: 34,412 shares 34,412 $857K 0.06% -5,551 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,590 shares; 2024Q4: 25,594 shares; 2025Q1: 25,596 shares; 2025Q2: 25,601 shares; 2025Q3: 25,605 shares; 2025Q4: 25,610 shares 25,610 $857K 0.06% +5 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: 8,066 shares; 2024Q4: 7,925 shares; 2025Q1: 7,624 shares; 2025Q2: 7,632 shares; 2025Q3: 7,815 shares; 2025Q4: 7,424 shares 7,424 $856K 0.06% -391 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: 6,451 shares; 2024Q4: 6,717 shares; 2025Q1: 6,801 shares; 2025Q2: 6,807 shares; 2025Q3: 7,349 shares; 2025Q4: 7,849 shares 7,849 $853K 0.06% +500 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: 12,028 shares; 2024Q4: 12,033 shares; 2025Q1: 12,335 shares; 2025Q2: 12,445 shares; 2025Q3: 12,138 shares; 2025Q4: 11,505 shares 11,505 $848K 0.06% -633 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,188 shares; 2024Q4: 12,522 shares; 2025Q1: 13,007 shares; 2025Q2: 11,985 shares; 2025Q3: 11,785 shares; 2025Q4: 10,518 shares 10,518 $831K 0.06% -1,267 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,518 shares; 2025Q4: 19,300 shares 19,300 $830K 0.06% +782 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: 18,300 shares; 2024Q4: 20,482 shares; 2025Q1: 21,950 shares; 2025Q2: 21,321 shares; 2025Q3: 20,875 shares; 2025Q4: 21,426 shares 21,426 $822K 0.06% +551 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: 10,501 shares; 2024Q4: 9,894 shares; 2025Q1: 9,325 shares; 2025Q2: 8,816 shares; 2025Q3: 8,717 shares; 2025Q4: 8,100 shares 8,100 $817K 0.06% -617 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,338 shares; 2025Q1: 1,314 shares; 2025Q2: 1,101 shares; 2025Q3: 1,135 shares; 2025Q4: 939 shares 939 $810K 0.06% -196 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,221 shares; 2024Q4: 58,778 shares; 2025Q1: 59,671 shares; 2025Q2: 69,911 shares; 2025Q3: 80,293 shares; 2025Q4: 78,545 shares 78,545 $800K 0.06% -1,748 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 5,160 shares; 2025Q1: 5,110 shares; 2025Q2: 4,935 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares 4,675 $789K 0.06% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,060 shares; 2025Q4: 16,305 shares 16,305 $779K 0.06% +245 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: 79,314 shares; 2024Q4: 85,605 shares; 2025Q1: 77,751 shares; 2025Q2: 56,153 shares; 2025Q3: 9,849 shares; 2025Q4: 8,701 shares 8,701 $778K 0.06% -1,148 Timeline SPMD 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: 12,966 shares; 2024Q4: 12,966 shares; 2025Q1: 12,966 shares; 2025Q2: 13,244 shares; 2025Q3: 13,244 shares; 2025Q4: 13,244 shares 13,244 $767K 0.06% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,995 shares; 2024Q4: 10,808 shares; 2025Q1: 10,955 shares; 2025Q2: 8,540 shares; 2025Q3: 9,056 shares; 2025Q4: 11,216 shares 11,216 $767K 0.06% +2,160 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 7,840 shares; 2025Q1: 7,935 shares; 2025Q2: 10,509 shares; 2025Q3: 10,612 shares; 2025Q4: 10,427 shares 10,427 $766K 0.06% -185 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: 9,120 shares; 2024Q4: 8,304 shares; 2025Q1: 8,004 shares; 2025Q2: 8,092 shares; 2025Q3: 6,950 shares; 2025Q4: 6,956 shares 6,956 $765K 0.06% +6 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,455 shares; 2025Q2: 2,440 shares; 2025Q3: 2,386 shares; 2025Q4: 2,289 shares 2,289 $761K 0.06% -97 Timeline IBDU ISHARES TR More: 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: 14,602 shares; 2025Q2: 22,571 shares; 2025Q3: 28,664 shares; 2025Q4: 32,499 shares 32,499 $761K 0.06% +3,835 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,190 shares; 2025Q4: 14,107 shares 14,107 $758K 0.06% +9,917 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,522 shares; 2025Q3: 3,265 shares; 2025Q4: 3,118 shares 3,118 $756K 0.06% -147 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.06% 0 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: 9,281 shares; 2024Q4: 27,843 shares; 2025Q1: 27,843 shares; 2025Q2: 27,843 shares; 2025Q3: 27,843 shares; 2025Q4: 27,975 shares 27,975 $753K 0.06% +132 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: 5,624 shares; 2024Q4: 5,524 shares; 2025Q1: 5,374 shares; 2025Q2: 5,014 shares; 2025Q3: 4,979 shares; 2025Q4: 4,979 shares 4,979 $748K 0.06% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,760 shares; 2025Q1: 4,441 shares; 2025Q2: 4,452 shares; 2025Q3: 4,339 shares; 2025Q4: 4,204 shares 4,204 $738K 0.06% -135 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,810 shares; 2024Q4: 16,278 shares; 2025Q1: 17,228 shares; 2025Q2: 18,278 shares; 2025Q3: 21,706 shares; 2025Q4: 21,706 shares 21,706 $727K 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,408 shares; 2025Q1: 1,927 shares; 2025Q2: 1,985 shares; 2025Q3: 2,008 shares; 2025Q4: 3,463 shares 3,463 $723K 0.05% +1,455 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: 2,101 shares; 2024Q4: 2,161 shares; 2025Q1: 2,222 shares; 2025Q2: 2,368 shares; 2025Q3: 2,271 shares; 2025Q4: 2,184 shares 2,184 $721K 0.05% -87 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: 16,819 shares; 2024Q4: 16,823 shares; 2025Q1: 12,045 shares; 2025Q2: 13,338 shares; 2025Q3: 13,693 shares; 2025Q4: 13,073 shares 13,073 $719K 0.05% -620 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: 11,300 shares; 2024Q4: 9,298 shares; 2025Q1: 8,354 shares; 2025Q2: 8,539 shares; 2025Q3: 8,567 shares; 2025Q4: 8,767 shares 8,767 $716K 0.05% +200 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,337 shares; 2024Q4: 15,504 shares; 2025Q1: 17,454 shares; 2025Q2: 18,604 shares; 2025Q3: 20,021 shares; 2025Q4: 20,021 shares 20,021 $707K 0.05% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,703 shares; 2024Q4: 9,552 shares; 2025Q1: 10,134 shares; 2025Q2: 10,443 shares; 2025Q3: 8,799 shares; 2025Q4: 9,739 shares 9,739 $706K 0.05% +940 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,075 shares; 2025Q4: 28,426 shares 28,426 $706K 0.05% +19,351 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: 2,343 shares; 2024Q4: 2,093 shares; 2025Q1: 1,750 shares; 2025Q2: 1,826 shares; 2025Q3: 1,631 shares; 2025Q4: 1,707 shares 1,707 $705K 0.05% +76 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: 4,240 shares; 2024Q4: 6,447 shares; 2025Q1: 6,468 shares; 2025Q2: 6,499 shares; 2025Q3: 6,531 shares; 2025Q4: 6,574 shares 6,574 $704K 0.05% +43 Timeline FDM 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: 7,739 shares; 2024Q4: 7,627 shares; 2025Q1: 7,565 shares; 2025Q2: 7,996 shares; 2025Q3: 8,273 shares; 2025Q4: 8,714 shares 8,714 $694K 0.05% +441 Timeline FCEF 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: not reported; 2025Q2: not reported; 2025Q3: 11,925 shares; 2025Q4: 30,175 shares 30,175 $693K 0.05% +18,250 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 7,376 shares; 2025Q2: 4,972 shares; 2025Q3: 3,926 shares; 2025Q4: 3,601 shares 3,601 $689K 0.05% -325 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: 9,255 shares; 2024Q4: 8,947 shares; 2025Q1: 9,134 shares; 2025Q2: 9,169 shares; 2025Q3: 9,752 shares; 2025Q4: 8,936 shares 8,936 $688K 0.05% -816 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: 6,252 shares 6,252 $686K 0.05% new Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 40,000 shares; 2025Q3: 38,000 shares; 2025Q4: 38,000 shares 38,000 $682K 0.05% 0 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: 3,029 shares; 2024Q4: 3,036 shares; 2025Q1: 2,270 shares; 2025Q2: 2,347 shares; 2025Q3: 2,425 shares; 2025Q4: 4,318 shares 4,318 $676K 0.05% +1,893 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,206 shares; 2024Q4: 15,076 shares; 2025Q1: 16,621 shares; 2025Q2: 17,026 shares; 2025Q3: 19,856 shares; 2025Q4: 19,273 shares 19,273 $664K 0.05% -583 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: 10,489 shares; 2024Q4: 9,885 shares; 2025Q1: 9,706 shares; 2025Q2: 9,134 shares; 2025Q3: 5,896 shares; 2025Q4: 4,760 shares 4,760 $662K 0.05% -1,136 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,869 shares; 2025Q1: 5,701 shares; 2025Q2: 5,553 shares; 2025Q3: 5,119 shares; 2025Q4: 5,068 shares 5,068 $661K 0.05% -51 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,517 shares; 2024Q4: 8,903 shares; 2025Q1: 9,067 shares; 2025Q2: 9,881 shares; 2025Q3: 9,897 shares; 2025Q4: 9,853 shares 9,853 $660K 0.05% -44 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: 5,032 shares; 2024Q4: 4,581 shares; 2025Q1: 4,733 shares; 2025Q2: 4,731 shares; 2025Q3: 4,775 shares; 2025Q4: 4,953 shares 4,953 $656K 0.05% +178 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: 3,550 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 6,750 shares; 2025Q3: 6,883 shares; 2025Q4: 7,083 shares 7,083 $655K 0.05% +200 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,597 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,599 shares 2,599 $653K 0.05% +1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 7,542 shares; 2025Q1: 7,440 shares; 2025Q2: 7,240 shares; 2025Q3: 7,240 shares; 2025Q4: 7,385 shares 7,385 $652K 0.05% +145 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: 4,186 shares; 2024Q4: 4,087 shares; 2025Q1: 4,092 shares; 2025Q2: 4,098 shares; 2025Q3: 5,538 shares; 2025Q4: 15,242 shares 15,242 $651K 0.05% +9,704 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: 8,836 shares; 2024Q4: 8,836 shares; 2025Q1: 8,836 shares; 2025Q2: 8,836 shares; 2025Q3: 8,836 shares; 2025Q4: 8,836 shares 8,836 $651K 0.05% 0 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: 15,088 shares; 2025Q3: 15,088 shares; 2025Q4: 14,888 shares 14,888 $648K 0.05% -200 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,655 shares 10,655 $648K 0.05% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,673 shares; 2024Q4: 12,700 shares; 2025Q1: 11,971 shares; 2025Q2: 12,249 shares; 2025Q3: 11,834 shares; 2025Q4: 12,189 shares 12,189 $646K 0.05% +355 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,223 shares; 2024Q4: 15,773 shares; 2025Q1: 15,123 shares; 2025Q2: 15,173 shares; 2025Q3: 15,243 shares; 2025Q4: 15,843 shares 15,843 $642K 0.05% +600 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 5,373 shares; 2025Q1: 5,389 shares; 2025Q2: 5,014 shares; 2025Q3: 5,029 shares; 2025Q4: 5,043 shares 5,043 $638K 0.05% +14 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,380 shares; 2025Q1: 13,030 shares; 2025Q2: 26,150 shares; 2025Q3: 25,706 shares; 2025Q4: 20,906 shares 20,906 $637K 0.05% -4,800 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: 6,543 shares; 2024Q4: 6,309 shares; 2025Q1: 6,043 shares; 2025Q2: 6,143 shares; 2025Q3: 5,899 shares; 2025Q4: 5,740 shares 5,740 $633K 0.05% -159 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: 2,041 shares; 2024Q4: 1,945 shares; 2025Q1: 1,687 shares; 2025Q2: 1,558 shares; 2025Q3: 1,808 shares; 2025Q4: 1,707 shares 1,707 $632K 0.05% -101 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: 8,667 shares; 2024Q4: 8,968 shares; 2025Q1: 9,016 shares; 2025Q2: 8,823 shares; 2025Q3: 8,068 shares; 2025Q4: 7,131 shares 7,131 $631K 0.05% -937 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: 2,456 shares; 2025Q3: 2,911 shares; 2025Q4: 3,856 shares 3,856 $625K 0.05% +945 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,660 shares; 2025Q1: 4,555 shares; 2025Q2: 5,634 shares; 2025Q3: 6,067 shares; 2025Q4: 7,998 shares 7,998 $623K 0.05% +1,931 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 3,850 shares 3,850 $613K 0.05% new Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,432 shares 17,432 $607K 0.05% new Timeline XHB 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: 5,900 shares; 2024Q4: 5,908 shares; 2025Q1: 5,945 shares; 2025Q2: 5,953 shares; 2025Q3: 6,072 shares; 2025Q4: 5,814 shares 5,814 $599K 0.05% -258 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 8,392 shares; 2025Q1: 9,293 shares; 2025Q2: 9,090 shares; 2025Q3: 9,535 shares; 2025Q4: 10,035 shares 10,035 $588K 0.04% +500 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 2,298 shares; 2025Q4: 3,705 shares 3,705 $567K 0.04% +1,407 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: 8,535 shares; 2025Q3: 8,535 shares; 2025Q4: 8,535 shares 8,535 $563K 0.04% 0 Timeline LDUR 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: 5,861 shares 5,861 $562K 0.04% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,905 shares; 2024Q4: 13,955 shares; 2025Q1: 14,547 shares; 2025Q2: 14,097 shares; 2025Q3: 13,505 shares; 2025Q4: 13,505 shares 13,505 $560K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,057 shares; 2025Q1: 2,238 shares; 2025Q2: 3,917 shares; 2025Q3: 3,962 shares; 2025Q4: 2,602 shares 2,602 $557K 0.04% -1,360 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: 4,283 shares; 2024Q4: 3,491 shares; 2025Q1: 3,187 shares; 2025Q2: 2,815 shares; 2025Q3: 2,765 shares; 2025Q4: 2,559 shares 2,559 $556K 0.04% -206 Timeline ANGL 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: 9,605 shares; 2025Q4: 18,793 shares 18,793 $552K 0.04% +9,188 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 3,685 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $550K 0.04% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 7,825 shares; 2025Q1: 8,355 shares; 2025Q2: 8,415 shares; 2025Q3: 8,415 shares; 2025Q4: 9,265 shares 9,265 $549K 0.04% +850 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: 1,577 shares; 2024Q4: 2,110 shares; 2025Q1: 2,608 shares; 2025Q2: 2,600 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $549K 0.04% 0 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: 3,524 shares; 2024Q4: 3,862 shares; 2025Q1: 4,037 shares; 2025Q2: 4,075 shares; 2025Q3: 4,072 shares; 2025Q4: 3,989 shares 3,989 $546K 0.04% -83 Timeline EIPI 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: 15,727 shares; 2024Q4: 13,075 shares; 2025Q1: 13,087 shares; 2025Q2: 26,052 shares; 2025Q3: 24,580 shares; 2025Q4: 27,115 shares 27,115 $539K 0.04% +2,535 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: 3,278 shares; 2024Q4: 3,285 shares; 2025Q1: 3,294 shares; 2025Q2: 3,546 shares; 2025Q3: 3,400 shares; 2025Q4: 3,291 shares 3,291 $535K 0.04% -109 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,875 shares; 2025Q4: 20,157 shares 20,157 $524K 0.04% -2,718 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: 4,272 shares; 2025Q3: 4,387 shares; 2025Q4: 3,914 shares 3,914 $520K 0.04% -473 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,356 shares; 2025Q1: 1,363 shares; 2025Q2: 1,123 shares; 2025Q3: 1,144 shares; 2025Q4: 1,051 shares 1,051 $508K 0.04% -93 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,034 shares; 2024Q4: 18,666 shares; 2025Q1: 18,614 shares; 2025Q2: 18,848 shares; 2025Q3: 20,727 shares; 2025Q4: 21,757 shares 21,757 $506K 0.04% +1,030 Timeline CATH 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: 6,491 shares; 2024Q4: 5,587 shares; 2025Q1: 5,619 shares; 2025Q2: 5,619 shares; 2025Q3: 6,134 shares; 2025Q4: 6,134 shares 6,134 $504K 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 6,832 shares; 2025Q1: 6,583 shares; 2025Q2: 6,476 shares; 2025Q3: 6,693 shares; 2025Q4: 6,803 shares 6,803 $500K 0.04% +110 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: 8,374 shares; 2024Q4: 8,308 shares; 2025Q1: 9,629 shares; 2025Q2: 8,560 shares; 2025Q3: 8,785 shares; 2025Q4: 10,709 shares 10,709 $498K 0.04% +1,924 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,461 shares; 2025Q1: 2,580 shares; 2025Q2: 2,840 shares; 2025Q3: 2,778 shares; 2025Q4: 5,083 shares 5,083 $497K 0.04% +2,305 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: 39,513 shares; 2025Q3: 41,516 shares; 2025Q4: 4,158 shares 4,158 $496K 0.04% -37,358 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: 4,748 shares; 2024Q4: 4,749 shares; 2025Q1: 4,739 shares; 2025Q2: 4,591 shares; 2025Q3: 4,730 shares; 2025Q4: 4,703 shares 4,703 $496K 0.04% -27 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,045 shares; 2025Q1: 8,077 shares; 2025Q2: 13,848 shares; 2025Q3: 18,699 shares; 2025Q4: 19,158 shares 19,158 $491K 0.04% +459 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 9,564 shares; 2025Q1: 9,877 shares; 2025Q2: 9,911 shares; 2025Q3: 10,174 shares; 2025Q4: 9,988 shares 9,988 $491K 0.04% -186 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: 1,732 shares; 2025Q2: 1,782 shares; 2025Q3: 1,783 shares; 2025Q4: 1,751 shares 1,751 $488K 0.04% -32 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: 5,107 shares; 2024Q4: 5,439 shares; 2025Q1: 4,979 shares; 2025Q2: 5,468 shares; 2025Q3: 5,512 shares; 2025Q4: 5,330 shares 5,330 $487K 0.04% -182 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,116 shares; 2025Q1: 8,150 shares; 2025Q2: 14,011 shares; 2025Q3: 18,508 shares; 2025Q4: 18,973 shares 18,973 $482K 0.04% +465 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,246 shares; 2025Q1: 5,351 shares; 2025Q2: 5,546 shares; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares 5,165 $481K 0.04% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 24,901 shares; 2025Q1: 22,223 shares; 2025Q2: 23,160 shares; 2025Q3: 21,579 shares; 2025Q4: 9,587 shares 9,587 $479K 0.04% -11,992 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 6,000 shares; 2025Q4: 6,000 shares 6,000 $478K 0.04% 0 Timeline SPDW 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: 10,704 shares; 2024Q4: 10,704 shares; 2025Q1: 10,785 shares; 2025Q2: 10,704 shares; 2025Q3: 10,704 shares; 2025Q4: 10,704 shares 10,704 $475K 0.04% 0 Timeline IBMR ISHARES TR More: 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: 14,291 shares; 2025Q3: 18,272 shares; 2025Q4: 18,538 shares 18,538 $471K 0.04% +266 Timeline IBMQ ISHARES TR More: 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: 14,163 shares; 2025Q3: 18,117 shares; 2025Q4: 18,382 shares 18,382 $470K 0.04% +265 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,489 shares; 2024Q4: 17,064 shares; 2025Q1: 19,439 shares; 2025Q2: 24,289 shares; 2025Q3: 24,289 shares; 2025Q4: 28,239 shares 28,239 $466K 0.04% +3,950 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: 13,282 shares; 2024Q4: 14,079 shares; 2025Q1: 14,268 shares; 2025Q2: 14,209 shares; 2025Q3: 18,075 shares; 2025Q4: 17,701 shares 17,701 $464K 0.04% -374 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,299 shares; 2024Q4: 7,849 shares; 2025Q1: 7,927 shares; 2025Q2: 11,077 shares; 2025Q3: 11,480 shares; 2025Q4: 10,075 shares 10,075 $464K 0.04% -1,405 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,479 shares 1,479 $459K 0.03% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,174 shares; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 1,714 shares; 2025Q4: 2,971 shares 2,971 $456K 0.03% +1,257 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: 1,703 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 471 shares; 2025Q4: 372 shares 372 $452K 0.03% -99 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,310 shares 17,310 $451K 0.03% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 7,324 shares; 2025Q1: 7,199 shares; 2025Q2: 7,474 shares; 2025Q3: 7,642 shares; 2025Q4: 7,289 shares 7,289 $450K 0.03% -353 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,039 shares; 2024Q4: 15,039 shares; 2025Q1: 15,039 shares; 2025Q2: 15,039 shares; 2025Q3: 15,039 shares; 2025Q4: 15,039 shares 15,039 $448K 0.03% 0 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: 2,932 shares; 2025Q1: not reported; 2025Q2: 3,311 shares; 2025Q3: 3,457 shares; 2025Q4: 3,390 shares 3,390 $444K 0.03% -67 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 12,129 shares 12,129 $438K 0.03% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 4,102 shares; 2025Q1: 3,754 shares; 2025Q2: 3,969 shares; 2025Q3: 3,930 shares; 2025Q4: 3,920 shares 3,920 $435K 0.03% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,194 shares; 2025Q4: 10,669 shares 10,669 $433K 0.03% +1,475 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,150 shares; 2025Q4: 11,150 shares 11,150 $431K 0.03% +1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,665 shares 3,665 $428K 0.03% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,186 shares; 2025Q1: 2,182 shares; 2025Q2: 1,777 shares; 2025Q3: 1,784 shares; 2025Q4: 1,965 shares 1,965 $427K 0.03% +181 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,567 shares; 2025Q1: 4,860 shares; 2025Q2: 4,110 shares; 2025Q3: 3,990 shares; 2025Q4: 4,323 shares 4,323 $423K 0.03% +333 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,456 shares; 2025Q2: 1,543 shares; 2025Q3: 2,110 shares; 2025Q4: 2,281 shares 2,281 $422K 0.03% +171 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,099 shares; 2024Q4: 19,016 shares; 2025Q1: 19,305 shares; 2025Q2: 20,017 shares; 2025Q3: 18,099 shares; 2025Q4: 17,787 shares 17,787 $421K 0.03% -312 Timeline FKWL FRANKLIN WIRELESS CORP More: the full row for FRANKLIN WIRELESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,042 shares; 2024Q4: 48,542 shares; 2025Q1: 69,369 shares; 2025Q2: 65,272 shares; 2025Q3: 84,172 shares; 2025Q4: 96,400 shares 96,400 $421K 0.03% +12,228 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,539 shares; 2024Q4: 14,218 shares; 2025Q1: 16,248 shares; 2025Q2: 16,606 shares; 2025Q3: 17,884 shares; 2025Q4: 6,271 shares 6,271 $411K 0.03% -11,613 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,404 shares 4,404 $410K 0.03% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 2,389 shares; 2025Q1: 2,392 shares; 2025Q2: 2,234 shares; 2025Q3: 2,266 shares; 2025Q4: 2,221 shares 2,221 $402K 0.03% -45 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,606 shares; 2025Q3: 8,610 shares; 2025Q4: 8,796 shares 8,796 $401K 0.03% +186 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: 3,165 shares; 2024Q4: 3,090 shares; 2025Q1: 3,000 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 4,111 shares 4,111 $398K 0.03% +832 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: 15,024 shares; 2024Q4: 15,024 shares; 2025Q1: 15,024 shares; 2025Q2: 14,924 shares; 2025Q3: 15,848 shares; 2025Q4: 16,848 shares 16,848 $398K 0.03% +1,000 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,782 shares; 2024Q4: 6,937 shares; 2025Q1: 7,087 shares; 2025Q2: 6,743 shares; 2025Q3: 8,308 shares; 2025Q4: 5,916 shares 5,916 $397K 0.03% -2,392 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 3,526 shares; 2025Q1: 3,313 shares; 2025Q2: 2,906 shares; 2025Q3: 3,216 shares; 2025Q4: 2,156 shares 2,156 $397K 0.03% -1,060 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 2,637 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares 2,425 $397K 0.03% 0 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 20,173 shares; 2025Q2: 25,000 shares; 2025Q3: 8,005 shares; 2025Q4: 9,883 shares 9,883 $397K 0.03% +1,878 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: 4,261 shares; 2024Q4: 4,440 shares; 2025Q1: 4,541 shares; 2025Q2: 4,719 shares; 2025Q3: 4,521 shares; 2025Q4: 5,098 shares 5,098 $396K 0.03% +577 Timeline INQQ 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: 15,060 shares; 2024Q4: 17,910 shares; 2025Q1: 20,885 shares; 2025Q2: 22,295 shares; 2025Q3: 24,832 shares; 2025Q4: 26,737 shares 26,737 $394K 0.03% +1,905 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: 15,290 shares; 2024Q4: 12,687 shares; 2025Q1: 12,575 shares; 2025Q2: 12,595 shares; 2025Q3: 12,614 shares; 2025Q4: 12,637 shares 12,637 $391K 0.03% +23 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 6,342 shares; 2025Q1: 6,342 shares; 2025Q2: 6,342 shares; 2025Q3: 6,342 shares; 2025Q4: 6,209 shares 6,209 $388K 0.03% -133 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 19,850 shares; 2025Q2: 19,150 shares; 2025Q3: 19,150 shares; 2025Q4: 20,150 shares 20,150 $387K 0.03% +1,000 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,210 shares; 2025Q1: 6,286 shares; 2025Q2: 7,695 shares; 2025Q3: 7,004 shares; 2025Q4: 6,654 shares 6,654 $383K 0.03% -350 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: 2,967 shares; 2024Q4: 2,967 shares; 2025Q1: 2,967 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,967 shares 2,967 $383K 0.03% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,582 shares 14,582 $382K 0.03% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,870 shares; 2025Q4: 3,516 shares 3,516 $381K 0.03% +646 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: 4,724 shares; 2024Q4: 4,389 shares; 2025Q1: 12,917 shares; 2025Q2: 6,641 shares; 2025Q3: 5,916 shares; 2025Q4: 5,117 shares 5,117 $379K 0.03% -799 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,305 shares; 2024Q4: 70,460 shares; 2025Q1: 30,460 shares; 2025Q2: 50,460 shares; 2025Q3: 45,460 shares; 2025Q4: 45,000 shares 45,000 $375K 0.03% -460 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: 1,399 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,409 shares; 2025Q3: 1,419 shares; 2025Q4: 3,139 shares 3,139 $375K 0.03% +1,720 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: 1,767 shares; 2024Q4: 1,787 shares; 2025Q1: 1,795 shares; 2025Q2: 1,804 shares; 2025Q3: 1,812 shares; 2025Q4: 1,820 shares 1,820 $373K 0.03% +8 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: 6,775 shares; 2024Q4: 10,633 shares; 2025Q1: 11,038 shares; 2025Q2: 14,372 shares; 2025Q3: 14,422 shares; 2025Q4: 10,883 shares 10,883 $373K 0.03% -3,539 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,662 shares 3,662 $367K 0.03% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,910 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 5,595 shares; 2025Q4: 6,455 shares 6,455 $366K 0.03% +860 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS 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: 30,491 shares; 2025Q2: 30,760 shares; 2025Q3: 29,481 shares; 2025Q4: 31,002 shares 31,002 $365K 0.03% +1,521 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,230 shares; 2024Q4: 64,230 shares; 2025Q1: 54,230 shares; 2025Q2: 54,299 shares; 2025Q3: 44,299 shares; 2025Q4: 44,299 shares 44,299 $357K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,340 shares; 2024Q4: 19,171 shares; 2025Q1: 9,187 shares; 2025Q2: 12,591 shares; 2025Q3: 11,020 shares; 2025Q4: 9,652 shares 9,652 $356K 0.03% -1,368 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,096 shares 1,096 $354K 0.03% -37 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,845 shares; 2025Q1: 2,354 shares; 2025Q2: 1,943 shares; 2025Q3: 1,868 shares; 2025Q4: 2,168 shares 2,168 $354K 0.03% +300 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 5,942 shares; 2025Q1: 6,550 shares; 2025Q2: 5,784 shares; 2025Q3: 5,383 shares; 2025Q4: 4,148 shares 4,148 $353K 0.03% -1,235 Timeline RCTR 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: 10,836 shares 10,836 $351K 0.03% new Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 3,005 shares; 2025Q4: 3,065 shares 3,065 $351K 0.03% +60 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,455 shares; 2025Q2: 1,458 shares; 2025Q3: 1,872 shares; 2025Q4: 1,875 shares 1,875 $348K 0.03% +3 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: 1,019 shares; 2024Q4: 1,069 shares; 2025Q1: 1,223 shares; 2025Q2: 1,138 shares; 2025Q3: 1,171 shares; 2025Q4: 1,151 shares 1,151 $348K 0.03% -20 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: 1,073 shares; 2024Q4: 1,074 shares; 2025Q1: 1,075 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,071 shares 1,071 $347K 0.03% -5 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 735 shares 735 $343K 0.03% -5 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,758 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 2,636 shares; 2025Q4: 2,636 shares 2,636 $342K 0.03% 0 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: 968 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 965 shares 965 $340K 0.03% -3 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,592 shares; 2025Q4: 7,609 shares 7,609 $340K 0.03% +1,017 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,368 shares; 2025Q4: 1,527 shares 1,527 $339K 0.03% +159 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: 8,261 shares; 2024Q4: 8,040 shares; 2025Q1: 8,041 shares; 2025Q2: 7,618 shares; 2025Q3: 7,620 shares; 2025Q4: 6,622 shares 6,622 $336K 0.03% -998 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 730 shares; 2025Q4: 684 shares 684 $335K 0.03% -46 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,538 shares; 2025Q1: 8,934 shares; 2025Q2: 9,697 shares; 2025Q3: 8,675 shares; 2025Q4: 8,272 shares 8,272 $334K 0.03% -403 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 320 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 255 shares; 2025Q4: 275 shares 275 $333K 0.03% +20 TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 573 shares; 2025Q2: 576 shares; 2025Q3: 578 shares; 2025Q4: 573 shares 573 $332K 0.03% -5 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: 3,375 shares; 2024Q4: 3,377 shares; 2025Q1: 3,381 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares 2,720 $331K 0.03% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 4,380 shares 4,380 $330K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 366 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 401 shares; 2025Q4: 395 shares 395 $324K 0.02% -6 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,367 shares; 2025Q1: 2,223 shares; 2025Q2: 2,155 shares; 2025Q3: 2,175 shares; 2025Q4: 1,555 shares 1,555 $324K 0.02% -620 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: 554 shares; 2024Q4: 563 shares; 2025Q1: 598 shares; 2025Q2: 603 shares; 2025Q3: 623 shares; 2025Q4: 615 shares 615 $321K 0.02% -8 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 6,719 shares; 2025Q2: 6,719 shares; 2025Q3: 6,719 shares; 2025Q4: 6,719 shares 6,719 $316K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,627 shares; 2025Q1: 1,908 shares; 2025Q2: 1,641 shares; 2025Q3: 1,591 shares; 2025Q4: 1,190 shares 1,190 $315K 0.02% -401 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 8,350 shares; 2025Q1: 8,600 shares; 2025Q2: 8,400 shares; 2025Q3: 8,533 shares; 2025Q4: 8,533 shares 8,533 $315K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,239 shares; 2025Q4: 1,109 shares 1,109 $314K 0.02% -130 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,356 shares; 2025Q2: 5,364 shares; 2025Q3: 5,787 shares; 2025Q4: 6,375 shares 6,375 $314K 0.02% +588 Timeline TIPT TIPTREE INC More: the full row for TIPTREE 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: 12,783 shares; 2025Q3: 15,658 shares; 2025Q4: 17,158 shares 17,158 $313K 0.02% +1,500 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: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,520 shares 2,520 $313K 0.02% -192 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 2,995 shares; 2025Q1: 2,819 shares; 2025Q2: 2,707 shares; 2025Q3: 2,708 shares; 2025Q4: 2,499 shares 2,499 $313K 0.02% -209 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: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 3,021 shares; 2025Q4: 2,537 shares 2,537 $313K 0.02% -484 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,038 shares; 2025Q1: 3,226 shares; 2025Q2: 3,026 shares; 2025Q3: 2,788 shares; 2025Q4: 2,693 shares 2,693 $313K 0.02% -95 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,365 shares; 2025Q3: 3,285 shares; 2025Q4: 2,735 shares 2,735 $309K 0.02% -550 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: 1,880 shares; 2024Q4: 2,016 shares; 2025Q1: 1,767 shares; 2025Q2: 1,697 shares; 2025Q3: 1,824 shares; 2025Q4: 1,767 shares 1,767 $307K 0.02% -57 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: 699 shares; 2024Q4: 699 shares; 2025Q1: 700 shares; 2025Q2: 665 shares; 2025Q3: 609 shares; 2025Q4: 554 shares 554 $306K 0.02% -55 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: 6,655 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,260 shares; 2025Q3: 6,310 shares; 2025Q4: 8,307 shares 8,307 $306K 0.02% +1,997 Timeline LCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,329 shares; 2025Q4: 12,779 shares 12,779 $306K 0.02% +450 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: 6,375 shares; 2024Q4: 6,175 shares; 2025Q1: 6,375 shares; 2025Q2: 6,175 shares; 2025Q3: 6,242 shares; 2025Q4: 6,242 shares 6,242 $300K 0.02% 0 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: 653 shares; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 718 shares; 2025Q4: 705 shares 705 $298K 0.02% -13 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 7,776 shares; 2025Q1: 7,708 shares; 2025Q2: 7,708 shares; 2025Q3: 7,708 shares; 2025Q4: 7,708 shares 7,708 $293K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 1,010 shares; 2025Q4: 1,050 shares 1,050 $293K 0.02% +40 Timeline AFSM 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: 8,075 shares; 2025Q1: 8,860 shares; 2025Q2: 8,745 shares; 2025Q3: 9,417 shares; 2025Q4: 8,792 shares 8,792 $289K 0.02% -625 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,627 shares; 2025Q3: 8,103 shares; 2025Q4: 8,113 shares 8,113 $287K 0.02% +10 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 8,200 shares 8,200 $285K 0.02% +1,000 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 4,242 shares; 2025Q1: 3,897 shares; 2025Q2: 4,347 shares; 2025Q3: 4,703 shares; 2025Q4: 4,845 shares 4,845 $284K 0.02% +142 Timeline BUFQ 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: 7,284 shares; 2025Q1: 7,684 shares; 2025Q2: 7,084 shares; 2025Q3: 7,134 shares; 2025Q4: 7,928 shares 7,928 $284K 0.02% +794 Timeline EFAD 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: 6,674 shares; 2024Q4: 6,351 shares; 2025Q1: 6,351 shares; 2025Q2: 6,103 shares; 2025Q3: 6,237 shares; 2025Q4: 6,813 shares 6,813 $284K 0.02% +576 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,050 shares; 2025Q3: 6,925 shares; 2025Q4: 8,925 shares 8,925 $284K 0.02% +2,000 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: 2,149 shares; 2024Q4: 2,137 shares; 2025Q1: 2,070 shares; 2025Q2: 1,968 shares; 2025Q3: 1,922 shares; 2025Q4: 1,823 shares 1,823 $283K 0.02% -99 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: 1,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,208 shares 2,208 $282K 0.02% new Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,402 shares; 2025Q1: 4,248 shares; 2025Q2: 4,470 shares; 2025Q3: 4,105 shares; 2025Q4: 3,335 shares 3,335 $276K 0.02% -770 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,519 shares; 2025Q1: not reported; 2025Q2: 8,577 shares; 2025Q3: 9,470 shares; 2025Q4: 9,677 shares 9,677 $276K 0.02% +207 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 7,194 shares; 2025Q1: 6,161 shares; 2025Q2: 6,429 shares; 2025Q3: 6,476 shares; 2025Q4: 6,844 shares 6,844 $275K 0.02% +368 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares 1,325 $275K 0.02% 0 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: 1,947 shares; 2024Q4: 2,224 shares; 2025Q1: 1,947 shares; 2025Q2: 1,955 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares 1,989 $274K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945 $274K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 5,584 shares; 2025Q1: 5,450 shares; 2025Q2: 5,310 shares; 2025Q3: 5,304 shares; 2025Q4: 5,032 shares 5,032 $271K 0.02% -272 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,300 shares; 2025Q1: 3,304 shares; 2025Q2: 3,309 shares; 2025Q3: 3,546 shares; 2025Q4: 3,551 shares 3,551 $271K 0.02% +5 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: 4,806 shares; 2024Q4: 4,206 shares; 2025Q1: 3,106 shares; 2025Q2: 3,306 shares; 2025Q3: 3,206 shares; 2025Q4: 3,106 shares 3,106 $271K 0.02% -100 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,318 shares 8,318 $270K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 954 shares; 2025Q1: 938 shares; 2025Q2: 914 shares; 2025Q3: 989 shares; 2025Q4: 938 shares 938 $270K 0.02% -51 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: 4,588 shares; 2024Q4: 4,571 shares; 2025Q1: 3,210 shares; 2025Q2: 3,213 shares; 2025Q3: 2,607 shares; 2025Q4: 2,509 shares 2,509 $268K 0.02% -98 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 4,485 shares; 2025Q1: 4,485 shares; 2025Q2: 4,456 shares; 2025Q3: 4,456 shares; 2025Q4: 3,853 shares 3,853 $266K 0.02% -603 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,131 shares; 2025Q2: 4,140 shares; 2025Q3: 4,098 shares; 2025Q4: 4,106 shares 4,106 $266K 0.02% +8 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,940 shares; 2025Q1: 1,841 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,871 shares 1,871 $266K 0.02% +81 Timeline JMEE 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: 19,848 shares; 2025Q1: 35,354 shares; 2025Q2: 27,836 shares; 2025Q3: 4,837 shares; 2025Q4: 4,118 shares 4,118 $265K 0.02% -719 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 9,175 shares; 2025Q2: 8,404 shares; 2025Q3: 8,333 shares; 2025Q4: 9,365 shares 9,365 $263K 0.02% +1,032 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,831 shares; 2024Q4: 27,107 shares; 2025Q1: 26,617 shares; 2025Q2: 28,262 shares; 2025Q3: 28,423 shares; 2025Q4: 8,746 shares 8,746 $261K 0.02% -19,677 Timeline WTV 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: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares 2,775 $259K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE 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: not reported; 2025Q3: 3,518 shares; 2025Q4: 3,362 shares 3,362 $258K 0.02% -156 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,155 shares 3,155 $258K 0.02% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 377 shares; 2025Q1: 388 shares; 2025Q2: 326 shares; 2025Q3: 347 shares; 2025Q4: 452 shares 452 $257K 0.02% +105 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: 4,231 shares; 2024Q4: 4,432 shares; 2025Q1: 3,984 shares; 2025Q2: 4,493 shares; 2025Q3: 4,509 shares; 2025Q4: 4,553 shares 4,553 $257K 0.02% +44 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,194 shares; 2025Q1: 5,972 shares; 2025Q2: 5,744 shares; 2025Q3: 5,748 shares; 2025Q4: 5,748 shares 5,748 $255K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares 3,900 $254K 0.02% 0 Timeline PHEQ MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,750 shares; 2025Q3: 7,750 shares; 2025Q4: 7,750 shares 7,750 $252K 0.02% 0 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: 20,030 shares; 2024Q4: 20,020 shares; 2025Q1: 15,070 shares; 2025Q2: 12,195 shares; 2025Q3: 12,320 shares; 2025Q4: 12,855 shares 12,855 $251K 0.02% +535 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,747 shares 1,747 $251K 0.02% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,010 shares 10,010 $250K 0.02% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,381 shares; 2025Q1: 4,385 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,562 shares 5,562 $249K 0.02% new Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS 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: 9,283 shares; 2025Q4: 9,133 shares 9,133 $248K 0.02% -150 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,470 shares; 2025Q3: 5,417 shares; 2025Q4: 5,417 shares 5,417 $247K 0.02% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,698 shares; 2025Q4: 2,641 shares 2,641 $242K 0.02% -57 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 743 shares; 2025Q3: 761 shares; 2025Q4: 714 shares 714 $240K 0.02% -47 Timeline FTQI 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: 10,908 shares; 2024Q4: 10,908 shares; 2025Q1: 10,908 shares; 2025Q2: 10,908 shares; 2025Q3: 11,514 shares; 2025Q4: 11,514 shares 11,514 $240K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 5,477 shares; 2025Q1: 5,497 shares; 2025Q2: 5,365 shares; 2025Q3: 5,511 shares; 2025Q4: 5,470 shares 5,470 $238K 0.02% -41 Timeline FTXL 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: 2,235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares 1,840 $238K 0.02% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,457 shares; 2025Q3: 9,406 shares; 2025Q4: 10,967 shares 10,967 $237K 0.02% +1,561 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,789 shares; 2025Q1: 4,797 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,584 shares 4,584 $237K 0.02% -205 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,383 shares; 2025Q4: 2,375 shares 2,375 $236K 0.02% -8 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,450 shares; 2025Q1: 13,452 shares; 2025Q2: 13,457 shares; 2025Q3: 13,462 shares; 2025Q4: 8,467 shares 8,467 $235K 0.02% -4,995 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778 shares; 2025Q3: 1,548 shares; 2025Q4: 823 shares 823 $235K 0.02% -725 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,424 shares; 2025Q4: 2,424 shares 2,424 $235K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 609 shares 609 $233K 0.02% +105 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: 1,087 shares; 2025Q4: 1,087 shares 1,087 $233K 0.02% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,296 shares; 2024Q4: 11,754 shares; 2025Q1: 11,654 shares; 2025Q2: 7,669 shares; 2025Q3: 5,789 shares; 2025Q4: 5,339 shares 5,339 $233K 0.02% -450 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: 3,465 shares; 2024Q4: 4,002 shares; 2025Q1: 1,917 shares; 2025Q2: 1,918 shares; 2025Q3: 1,920 shares; 2025Q4: 2,112 shares 2,112 $233K 0.02% +192 Timeline DLN 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: 3,871 shares; 2024Q4: 3,877 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $232K 0.02% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,217 shares 3,217 $229K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,065 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares 1,175 $228K 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: not reported; 2024Q4: 2,732 shares; 2025Q1: 2,611 shares; 2025Q2: 3,053 shares; 2025Q3: 2,967 shares; 2025Q4: 2,856 shares 2,856 $228K 0.02% -111 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: 4,475 shares; 2024Q4: 4,295 shares; 2025Q1: 4,049 shares; 2025Q2: 3,956 shares; 2025Q3: 3,902 shares; 2025Q4: 2,694 shares 2,694 $227K 0.02% -1,208 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,918 shares 4,918 $226K 0.02% new Timeline NOM NUVEEN MO QUALITY MUN INCOME More: the full row for NUVEEN MO QUALITY MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,396 shares; 2024Q4: 23,467 shares; 2025Q1: 24,315 shares; 2025Q2: 23,724 shares; 2025Q3: 20,540 shares; 2025Q4: 18,928 shares 18,928 $226K 0.02% -1,612 Timeline SSO 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: 1,945 shares; 2025Q4: 3,890 shares 3,890 $225K 0.02% +1,945 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,538 shares 3,538 $225K 0.02% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,304 shares; 2025Q1: 1,223 shares; 2025Q2: 1,597 shares; 2025Q3: 1,503 shares; 2025Q4: 1,228 shares 1,228 $224K 0.02% -275 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: not reported; 2025Q1: not reported; 2025Q2: 802 shares; 2025Q3: 907 shares; 2025Q4: 988 shares 988 $223K 0.02% +81 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 725 shares; 2025Q4: 714 shares 714 $223K 0.02% -11 Timeline HELO 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: 20,121 shares; 2025Q1: 17,317 shares; 2025Q2: 6,315 shares; 2025Q3: 3,748 shares; 2025Q4: 3,351 shares 3,351 $223K 0.02% -397 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: 4,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,741 shares; 2025Q3: 4,741 shares; 2025Q4: 4,741 shares 4,741 $221K 0.02% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,347 shares 10,347 $218K 0.02% new 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: not reported; 2024Q4: 7,860 shares; 2025Q1: 7,961 shares; 2025Q2: 7,872 shares; 2025Q3: 8,602 shares; 2025Q4: 7,922 shares 7,922 $218K 0.02% -680 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,227 shares 1,227 $218K 0.02% -32 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: not reported; 2024Q4: 1,058 shares; 2025Q1: not reported; 2025Q2: 1,049 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares 1,033 $216K 0.02% 0 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,778 shares; 2025Q4: 5,778 shares 5,778 $213K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,890 shares 1,890 $213K 0.02% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,412 shares 2,412 $213K 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares 740 $213K 0.02% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,451 shares 7,451 $210K 0.02% new Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP 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: 9,935 shares 9,935 $210K 0.02% new Timeline