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: restricted; 2024Q4: 723,648 shares; 2025Q1: 762,749 shares; 2025Q2: 775,639 shares; 2025Q3: 778,328 shares; 2025Q4: 788,179 shares 788,179 $54.7M 4.67% +9,851 Timeline SMMU 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: restricted; 2024Q4: 584,300 shares; 2025Q1: 627,916 shares; 2025Q2: 1,063,477 shares; 2025Q3: 1,051,132 shares; 2025Q4: 1,063,817 shares 1,063,817 $53.6M 4.58% +12,685 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,052,329 shares; 2025Q1: 1,085,806 shares; 2025Q2: 1,637,195 shares; 2025Q3: 1,887,197 shares; 2025Q4: 1,981,698 shares 1,981,698 $44.9M 3.83% +94,501 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 249,209 shares; 2025Q2: 550,995 shares; 2025Q3: 692,506 shares; 2025Q4: 761,559 shares 761,559 $38.7M 3.31% +69,053 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: restricted; 2024Q4: 136,837 shares; 2025Q1: 137,988 shares; 2025Q2: 137,112 shares; 2025Q3: 138,490 shares; 2025Q4: 136,662 shares 136,662 $37.2M 3.17% -1,828 Timeline USFR 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: restricted; 2024Q4: 860,758 shares; 2025Q1: 700,336 shares; 2025Q2: 714,063 shares; 2025Q3: 722,793 shares; 2025Q4: 700,155 shares 700,155 $35.2M 3.01% -22,638 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: restricted; 2024Q4: 22,569 shares; 2025Q1: 115,609 shares; 2025Q2: 99,015 shares; 2025Q3: 99,478 shares; 2025Q4: 88,042 shares 88,042 $34.9M 2.98% -11,436 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 627,558 shares; 2025Q1: 670,623 shares; 2025Q2: 682,516 shares; 2025Q3: 692,096 shares; 2025Q4: 723,888 shares 723,888 $33.2M 2.84% +31,792 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: restricted; 2024Q4: 107,520 shares; 2025Q1: 135,599 shares; 2025Q2: 784,273 shares; 2025Q3: 1,082,508 shares; 2025Q4: 1,219,417 shares 1,219,417 $32.5M 2.78% +136,909 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629,541 shares; 2025Q1: 665,689 shares; 2025Q2: 532,402 shares; 2025Q3: 548,239 shares; 2025Q4: 579,532 shares 579,532 $30.4M 2.59% +31,293 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: restricted; 2024Q4: 10,381 shares; 2025Q1: 178,081 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193,341 shares 193,341 $29.9M 2.56% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 414,555 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374,988 shares 374,988 $26.6M 2.27% new 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: restricted; 2024Q4: 4,151 shares; 2025Q1: 4,015 shares; 2025Q2: 172,075 shares; 2025Q3: 4,015 shares; 2025Q4: 171,163 shares 171,163 $26.6M 2.27% +167,148 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: restricted; 2024Q4: 466,859 shares; 2025Q1: 467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 479,121 shares 479,121 $26.2M 2.24% new 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: restricted; 2024Q4: 324,471 shares; 2025Q1: 336,463 shares; 2025Q2: 359,764 shares; 2025Q3: 364,092 shares; 2025Q4: 371,537 shares 371,537 $19.2M 1.64% +7,445 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 444,242 shares; 2025Q1: 432,980 shares; 2025Q2: 391,121 shares; 2025Q3: 420,735 shares; 2025Q4: 429,789 shares 429,789 $17.7M 1.51% +9,054 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: restricted; 2024Q4: 29,802 shares; 2025Q1: 81,860 shares; 2025Q2: 81,978 shares; 2025Q3: 335,601 shares; 2025Q4: 352,831 shares 352,831 $15.7M 1.34% +17,230 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 303,052 shares; 2025Q1: 311,811 shares; 2025Q2: 313,302 shares; 2025Q3: 307,942 shares; 2025Q4: 306,658 shares 306,658 $15.4M 1.32% -1,284 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: restricted; 2024Q4: 90,973 shares; 2025Q1: 91,270 shares; 2025Q2: 112,780 shares; 2025Q3: 110,064 shares; 2025Q4: 111,987 shares 111,987 $15.3M 1.31% +1,923 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: restricted; 2024Q4: 32,943 shares; 2025Q1: 32,562 shares; 2025Q2: 32,185 shares; 2025Q3: 31,982 shares; 2025Q4: 31,934 shares 31,934 $15.1M 1.29% -48 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 327,749 shares; 2025Q1: 325,799 shares; 2025Q2: 319,572 shares; 2025Q3: 319,653 shares; 2025Q4: 318,640 shares 318,640 $15M 1.28% -1,013 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: restricted; 2024Q4: 30,868 shares; 2025Q1: 30,185 shares; 2025Q2: 29,423 shares; 2025Q3: 31,569 shares; 2025Q4: 30,762 shares 30,762 $14.9M 1.27% -807 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 76,802 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,346 shares 71,346 $14.7M 1.26% new 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: restricted; 2024Q4: 7,240 shares; 2025Q1: 7,782 shares; 2025Q2: 7,782 shares; 2025Q3: 8,268 shares; 2025Q4: 304,126 shares 304,126 $14.5M 1.24% +295,858 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: restricted; 2024Q4: 30,686 shares; 2025Q1: 37,541 shares; 2025Q2: 39,601 shares; 2025Q3: 39,396 shares; 2025Q4: 44,348 shares 44,348 $13.9M 1.19% +4,952 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,235 shares; 2025Q1: 179,016 shares; 2025Q2: 170,724 shares; 2025Q3: 169,736 shares; 2025Q4: 168,360 shares 168,360 $13.7M 1.17% -1,376 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 149,619 shares; 2025Q1: 218,026 shares; 2025Q2: 189,150 shares; 2025Q3: 192,286 shares; 2025Q4: 195,497 shares 195,497 $13.6M 1.16% +3,211 Timeline DGRS 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: restricted; 2024Q4: 184,136 shares; 2025Q1: 233,568 shares; 2025Q2: 250,951 shares; 2025Q3: 252,698 shares; 2025Q4: 260,595 shares 260,595 $12.9M 1.1% +7,897 Timeline JPLD 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: restricted; 2024Q4: 220,901 shares; 2025Q1: 257,656 shares; 2025Q2: 199,767 shares; 2025Q3: 220,070 shares; 2025Q4: 219,755 shares 219,755 $11.5M 0.98% -315 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: restricted; 2024Q4: 4,264 shares; 2025Q1: 27,503 shares; 2025Q2: 26,941 shares; 2025Q3: 26,999 shares; 2025Q4: 33,362 shares 33,362 $10.7M 0.92% +6,363 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280,852 shares; 2025Q3: 291,958 shares; 2025Q4: 297,783 shares 297,783 $10.4M 0.89% +5,825 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,173 shares; 2025Q1: 187,523 shares; 2025Q2: 210,489 shares; 2025Q3: 234,189 shares; 2025Q4: 193,940 shares 193,940 $9.62M 0.82% -40,249 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332,639 shares; 2025Q3: 322,736 shares; 2025Q4: 319,696 shares 319,696 $8.75M 0.75% -3,040 Timeline SCHO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327,085 shares; 2025Q4: 347,340 shares 347,340 $8.46M 0.72% +20,255 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: restricted; 2024Q4: 86,534 shares; 2025Q1: 112,695 shares; 2025Q2: 134,010 shares; 2025Q3: 145,083 shares; 2025Q4: 164,958 shares 164,958 $8.34M 0.71% +19,875 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: restricted; 2024Q4: 203,865 shares; 2025Q1: 207,007 shares; 2025Q2: 212,285 shares; 2025Q3: 195,402 shares; 2025Q4: 164,288 shares 164,288 $8.29M 0.71% -31,114 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: restricted; 2024Q4: 33,311 shares; 2025Q1: 37,171 shares; 2025Q2: 37,907 shares; 2025Q3: 37,669 shares; 2025Q4: 37,750 shares 37,750 $7.81M 0.67% +81 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: restricted; 2024Q4: 70,292 shares; 2025Q1: 69,913 shares; 2025Q2: 67,383 shares; 2025Q3: 66,710 shares; 2025Q4: 68,118 shares 68,118 $7.59M 0.65% +1,408 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: restricted; 2024Q4: 226,134 shares; 2025Q1: 170,743 shares; 2025Q2: 118,426 shares; 2025Q3: 123,297 shares; 2025Q4: 127,940 shares 127,940 $7.32M 0.63% +4,643 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: restricted; 2024Q4: 95,936 shares; 2025Q1: 99,613 shares; 2025Q2: 106,359 shares; 2025Q3: 73,814 shares; 2025Q4: 68,131 shares 68,131 $7.27M 0.62% -5,683 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 43,369 shares; 2025Q2: 42,490 shares; 2025Q3: 41,668 shares; 2025Q4: 41,479 shares 41,479 $7.17M 0.61% -189 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,170 shares; 2025Q1: 108,391 shares; 2025Q2: 107,396 shares; 2025Q3: 107,298 shares; 2025Q4: 107,283 shares 107,283 $7.14M 0.61% -15 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: restricted; 2024Q4: 12,774 shares; 2025Q1: 13,548 shares; 2025Q2: 13,957 shares; 2025Q3: 13,845 shares; 2025Q4: 13,514 shares 13,514 $6.9M 0.59% -331 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: restricted; 2024Q4: 79,271 shares; 2025Q1: 81,973 shares; 2025Q2: 81,433 shares; 2025Q3: 78,741 shares; 2025Q4: 77,230 shares 77,230 $6.76M 0.58% -1,511 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: restricted; 2024Q4: 23,178 shares; 2025Q1: 66,616 shares; 2025Q2: 100,069 shares; 2025Q3: 160,235 shares; 2025Q4: 192,757 shares 192,757 $6.68M 0.57% +32,522 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,329 shares; 2025Q3: 50,721 shares; 2025Q4: 51,408 shares 51,408 $6.38M 0.55% +687 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,983 shares; 2025Q1: 22,621 shares; 2025Q2: 22,704 shares; 2025Q3: 22,743 shares; 2025Q4: 23,090 shares 23,090 $6.26M 0.53% +347 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: restricted; 2024Q4: 53,776 shares; 2025Q1: 54,471 shares; 2025Q2: 54,960 shares; 2025Q3: 54,960 shares; 2025Q4: 55,923 shares 55,923 $6.17M 0.53% +963 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: restricted; 2024Q4: 8,303 shares; 2025Q1: 8,747 shares; 2025Q2: 8,491 shares; 2025Q3: 8,712 shares; 2025Q4: 8,861 shares 8,861 $5.85M 0.5% +149 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: restricted; 2024Q4: 57,847 shares; 2025Q1: 67,965 shares; 2025Q2: 69,390 shares; 2025Q3: 70,195 shares; 2025Q4: 71,666 shares 71,666 $5.75M 0.49% +1,471 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: restricted; 2024Q4: 35,942 shares; 2025Q1: 37,350 shares; 2025Q2: 38,362 shares; 2025Q3: 38,798 shares; 2025Q4: 39,863 shares 39,863 $5.71M 0.49% +1,065 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: restricted; 2024Q4: 15,632 shares; 2025Q1: 16,385 shares; 2025Q2: 16,442 shares; 2025Q3: 16,415 shares; 2025Q4: 16,751 shares 16,751 $5.64M 0.48% +336 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,056 shares; 2025Q1: 18,325 shares; 2025Q2: 18,279 shares; 2025Q3: 18,286 shares; 2025Q4: 18,733 shares 18,733 $5.5M 0.47% +447 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: restricted; 2024Q4: 16,644 shares; 2025Q1: 17,092 shares; 2025Q2: 17,436 shares; 2025Q3: 17,585 shares; 2025Q4: 17,984 shares 17,984 $5.5M 0.47% +399 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: restricted; 2024Q4: 20,727 shares; 2025Q1: 20,677 shares; 2025Q2: 21,894 shares; 2025Q3: 21,811 shares; 2025Q4: 22,463 shares 22,463 $5.42M 0.46% +652 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: restricted; 2024Q4: 70,398 shares; 2025Q1: 71,412 shares; 2025Q2: 68,134 shares; 2025Q3: 68,782 shares; 2025Q4: 69,264 shares 69,264 $5.34M 0.46% +482 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,644 shares; 2025Q1: 11,885 shares; 2025Q2: 11,899 shares; 2025Q3: 11,944 shares; 2025Q4: 12,414 shares 12,414 $5.29M 0.45% +470 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: restricted; 2024Q4: 12,023 shares; 2025Q1: 11,009 shares; 2025Q2: 24,446 shares; 2025Q3: 24,402 shares; 2025Q4: 28,198 shares 28,198 $5.26M 0.45% +3,796 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: restricted; 2024Q4: 8,847 shares; 2025Q1: 8,966 shares; 2025Q2: 8,931 shares; 2025Q3: 8,905 shares; 2025Q4: 9,156 shares 9,156 $5.23M 0.45% +251 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: restricted; 2024Q4: 37,423 shares; 2025Q1: 38,073 shares; 2025Q2: 37,613 shares; 2025Q3: 37,969 shares; 2025Q4: 38,834 shares 38,834 $5.15M 0.44% +865 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,159 shares; 2025Q1: 15,453 shares; 2025Q2: 15,623 shares; 2025Q3: 15,790 shares; 2025Q4: 16,178 shares 16,178 $5.05M 0.43% +388 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,378 shares; 2025Q1: 4,506 shares; 2025Q2: 4,541 shares; 2025Q3: 4,547 shares; 2025Q4: 4,684 shares 4,684 $5.01M 0.43% +137 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: restricted; 2024Q4: 22,426 shares; 2025Q1: 22,233 shares; 2025Q2: 22,936 shares; 2025Q3: 22,163 shares; 2025Q4: 22,178 shares 22,178 $4.87M 0.42% +15 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: restricted; 2024Q4: 12,852 shares; 2025Q1: 12,846 shares; 2025Q2: 14,574 shares; 2025Q3: 14,431 shares; 2025Q4: 14,538 shares 14,538 $4.87M 0.42% +107 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: restricted; 2024Q4: 12,324 shares; 2025Q1: 13,210 shares; 2025Q2: 13,652 shares; 2025Q3: 13,834 shares; 2025Q4: 14,715 shares 14,715 $4.82M 0.41% +881 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,363 shares; 2025Q1: 38,455 shares; 2025Q2: 39,158 shares; 2025Q3: 39,901 shares; 2025Q4: 42,467 shares 42,467 $4.76M 0.41% +2,566 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,431 shares; 2025Q1: 56,266 shares; 2025Q2: 55,577 shares; 2025Q3: 56,323 shares; 2025Q4: 59,312 shares 59,312 $4.73M 0.4% +2,989 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,645 shares; 2025Q1: 12,831 shares; 2025Q2: 12,712 shares; 2025Q3: 12,777 shares; 2025Q4: 13,283 shares 13,283 $4.67M 0.4% +506 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,295 shares; 2025Q1: 33,189 shares; 2025Q2: 38,367 shares; 2025Q3: 45,009 shares; 2025Q4: 55,738 shares 55,738 $4.62M 0.39% +10,729 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: restricted; 2024Q4: 26,868 shares; 2025Q1: 29,079 shares; 2025Q2: 28,698 shares; 2025Q3: 28,667 shares; 2025Q4: 28,474 shares 28,474 $4.61M 0.39% -193 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: restricted; 2024Q4: 34,570 shares; 2025Q1: 34,611 shares; 2025Q2: 33,565 shares; 2025Q3: 33,182 shares; 2025Q4: 35,889 shares 35,889 $4.5M 0.38% +2,707 Timeline RSPG 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: restricted; 2024Q4: 58,933 shares; 2025Q1: 51,247 shares; 2025Q2: 53,706 shares; 2025Q3: 54,109 shares; 2025Q4: 56,467 shares 56,467 $4.49M 0.38% +2,358 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: restricted; 2024Q4: 23,129 shares; 2025Q1: 23,982 shares; 2025Q2: 25,080 shares; 2025Q3: 25,391 shares; 2025Q4: 26,239 shares 26,239 $4.49M 0.38% +848 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: restricted; 2024Q4: 55,307 shares; 2025Q1: 60,530 shares; 2025Q2: 60,536 shares; 2025Q3: 61,550 shares; 2025Q4: 63,716 shares 63,716 $4.45M 0.38% +2,166 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: restricted; 2024Q4: 6,170 shares; 2025Q1: 7,186 shares; 2025Q2: 6,281 shares; 2025Q3: 6,343 shares; 2025Q4: 6,530 shares 6,530 $4.45M 0.38% +187 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,119 shares; 2025Q1: 154,464 shares; 2025Q2: 159,139 shares; 2025Q3: 158,803 shares; 2025Q4: 163,264 shares 163,264 $4.42M 0.38% +4,461 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: restricted; 2024Q4: 30,520 shares; 2025Q1: 39,493 shares; 2025Q2: 41,087 shares; 2025Q3: 41,786 shares; 2025Q4: 43,505 shares 43,505 $4.18M 0.36% +1,719 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,311 shares; 2025Q1: 71,211 shares; 2025Q2: 71,540 shares; 2025Q3: 72,324 shares; 2025Q4: 79,426 shares 79,426 $4.16M 0.36% +7,102 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: restricted; 2024Q4: not reported; 2025Q1: 8,430 shares; 2025Q2: 8,495 shares; 2025Q3: 8,530 shares; 2025Q4: 8,150 shares 8,150 $4.1M 0.35% -380 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: restricted; 2024Q4: 28,619 shares; 2025Q1: 51,398 shares; 2025Q2: 52,573 shares; 2025Q3: 77,193 shares; 2025Q4: 88,678 shares 88,678 $3.87M 0.33% +11,485 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,838 shares; 2025Q1: 13,262 shares; 2025Q2: 13,907 shares; 2025Q3: 14,130 shares; 2025Q4: 15,074 shares 15,074 $3.72M 0.32% +944 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: restricted; 2024Q4: 2,526 shares; 2025Q1: 2,822 shares; 2025Q2: 1,994 shares; 2025Q3: 12,323 shares; 2025Q4: 18,672 shares 18,672 $3.64M 0.31% +6,349 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: restricted; 2024Q4: 18,918 shares; 2025Q1: 19,388 shares; 2025Q2: 19,091 shares; 2025Q3: 19,126 shares; 2025Q4: 19,451 shares 19,451 $3.57M 0.3% +325 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: restricted; 2024Q4: 21,421 shares; 2025Q1: 21,712 shares; 2025Q2: 21,671 shares; 2025Q3: 21,539 shares; 2025Q4: 21,809 shares 21,809 $3.55M 0.3% +270 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: restricted; 2024Q4: 10,584 shares; 2025Q1: 10,648 shares; 2025Q2: 10,663 shares; 2025Q3: 10,741 shares; 2025Q4: 10,795 shares 10,795 $3.39M 0.29% +54 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,229 shares; 2025Q1: 67,955 shares; 2025Q2: 66,348 shares; 2025Q3: 82,390 shares; 2025Q4: 65,022 shares 65,022 $3.31M 0.28% -17,368 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: restricted; 2024Q4: 19,144 shares; 2025Q1: 33,657 shares; 2025Q2: 34,008 shares; 2025Q3: 34,307 shares; 2025Q4: 35,653 shares 35,653 $3.11M 0.27% +1,346 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: restricted; 2024Q4: 35,753 shares; 2025Q1: 47,103 shares; 2025Q2: 48,485 shares; 2025Q3: 49,304 shares; 2025Q4: 51,204 shares 51,204 $2.89M 0.25% +1,900 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: restricted; 2024Q4: 4,289 shares; 2025Q1: 4,292 shares; 2025Q2: 4,403 shares; 2025Q3: 4,381 shares; 2025Q4: 4,419 shares 4,419 $2.71M 0.23% +38 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: restricted; 2024Q4: 28,948 shares; 2025Q1: 29,572 shares; 2025Q2: 29,130 shares; 2025Q3: 29,182 shares; 2025Q4: 29,314 shares 29,314 $2.62M 0.22% +132 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: restricted; 2024Q4: 8,796 shares; 2025Q1: 8,984 shares; 2025Q2: 8,996 shares; 2025Q3: 10,587 shares; 2025Q4: 11,040 shares 11,040 $2.55M 0.22% +453 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,105,612 shares; 2025Q1: 1,032,500 shares; 2025Q2: 168,066 shares; 2025Q3: 151,792 shares; 2025Q4: 129,538 shares 129,538 $2.54M 0.22% -22,254 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: restricted; 2024Q4: 9,292 shares; 2025Q1: 12,237 shares; 2025Q2: 12,088 shares; 2025Q3: 12,498 shares; 2025Q4: 13,303 shares 13,303 $2.34M 0.2% +805 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,876 shares; 2025Q1: 126,881 shares; 2025Q2: 126,887 shares; 2025Q3: 136,891 shares; 2025Q4: 136,897 shares 136,897 $2.31M 0.2% +6 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: restricted; 2024Q4: 4,584 shares; 2025Q1: 3,979 shares; 2025Q2: 3,615 shares; 2025Q3: 3,657 shares; 2025Q4: 3,617 shares 3,617 $2.27M 0.19% -40 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: restricted; 2024Q4: 19,209 shares; 2025Q1: 19,840 shares; 2025Q2: 19,748 shares; 2025Q3: 19,879 shares; 2025Q4: 20,569 shares 20,569 $2.17M 0.19% +690 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: restricted; 2024Q4: 13,231 shares; 2025Q1: 16,245 shares; 2025Q2: 15,802 shares; 2025Q3: 16,689 shares; 2025Q4: 22,858 shares 22,858 $2.04M 0.17% +6,169 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: restricted; 2024Q4: 17,618 shares; 2025Q1: 20,761 shares; 2025Q2: 21,408 shares; 2025Q3: 23,350 shares; 2025Q4: 30,693 shares 30,693 $2.03M 0.17% +7,343 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 3,029 shares; 2025Q2: 31,508 shares; 2025Q3: 59,587 shares; 2025Q4: 71,817 shares 71,817 $2.02M 0.17% +12,230 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: restricted; 2024Q4: 4,237 shares; 2025Q1: 12,713 shares; 2025Q2: 13,228 shares; 2025Q3: 20,652 shares; 2025Q4: 24,005 shares 24,005 $1.93M 0.16% +3,353 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 573 shares; 2025Q1: 709 shares; 2025Q2: 526 shares; 2025Q3: 524 shares; 2025Q4: 2,692 shares 2,692 $1.84M 0.16% +2,168 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: restricted; 2024Q4: 3,399 shares; 2025Q1: 3,124 shares; 2025Q2: 3,675 shares; 2025Q3: 3,151 shares; 2025Q4: 4,062 shares 4,062 $1.83M 0.16% +911 Timeline PB BANKSHARES INC PB BANKSHARES INC More: the full row for PB BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,839 shares; 2025Q1: 81,839 shares; 2025Q2: 81,839 shares; 2025Q3: 81,839 shares; 2025Q4: 81,839 shares 81,839 $1.78M 0.15% 0 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: restricted; 2024Q4: 13,749 shares; 2025Q1: 13,750 shares; 2025Q2: 12,497 shares; 2025Q3: 12,497 shares; 2025Q4: 12,498 shares 12,498 $1.76M 0.15% +1 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,168 shares; 2025Q1: 24,425 shares; 2025Q2: 24,961 shares; 2025Q3: 25,196 shares; 2025Q4: 26,069 shares 26,069 $1.76M 0.15% +873 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,516 shares; 2025Q1: 5,517 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares; 2025Q4: 5,458 shares 5,458 $1.75M 0.15% -60 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: restricted; 2024Q4: 5,399 shares; 2025Q1: 10,320 shares; 2025Q2: 8,776 shares; 2025Q3: 7,349 shares; 2025Q4: 9,394 shares 9,394 $1.67M 0.14% +2,045 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: restricted; 2024Q4: 11,643 shares; 2025Q1: 11,823 shares; 2025Q2: 11,889 shares; 2025Q3: 13,473 shares; 2025Q4: 13,751 shares 13,751 $1.65M 0.14% +278 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,226 shares; 2025Q1: 16,092 shares; 2025Q2: 16,096 shares; 2025Q3: 18,476 shares; 2025Q4: 20,418 shares 20,418 $1.61M 0.14% +1,942 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: restricted; 2024Q4: 5,263 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares; 2025Q4: 5,170 shares 5,170 $1.49M 0.13% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: not reported; 2025Q3: 25,556 shares; 2025Q4: 44,452 shares 44,452 $1.42M 0.12% +18,896 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: restricted; 2024Q4: 5,125 shares; 2025Q1: 5,181 shares; 2025Q2: 8,203 shares; 2025Q3: 7,771 shares; 2025Q4: 8,190 shares 8,190 $1.18M 0.1% +419 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: restricted; 2024Q4: 37,234 shares; 2025Q1: 37,154 shares; 2025Q2: 38,117 shares; 2025Q3: 38,117 shares; 2025Q4: 38,117 shares 38,117 $1.15M 0.1% 0 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: restricted; 2024Q4: 9,923 shares; 2025Q1: 14,270 shares; 2025Q2: 429,175 shares; 2025Q3: 415,407 shares; 2025Q4: 16,996 shares 16,996 $1.14M 0.1% -398,411 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,582 shares 9,582 $1.13M 0.1% new 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: restricted; 2024Q4: 1,533 shares; 2025Q1: 1,562 shares; 2025Q2: 1,593 shares; 2025Q3: 1,864 shares; 2025Q4: 1,902 shares 1,902 $1.09M 0.09% +38 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: restricted; 2024Q4: 1,068 shares; 2025Q1: 971 shares; 2025Q2: 978 shares; 2025Q3: 998 shares; 2025Q4: 975 shares 975 $1.05M 0.09% -23 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,383 shares; 2025Q1: 58,428 shares; 2025Q2: 58,473 shares; 2025Q3: 58,511 shares; 2025Q4: 58,547 shares 58,547 $1M 0.09% +36 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: restricted; 2024Q4: 3,210 shares; 2025Q1: 2,962 shares; 2025Q2: 2,985 shares; 2025Q3: 3,253 shares; 2025Q4: 3,366 shares 3,366 $997K 0.09% +113 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,656 shares; 2025Q1: 24,656 shares; 2025Q2: 24,656 shares; 2025Q3: 24,656 shares; 2025Q4: 24,656 shares 24,656 $970K 0.08% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,870 shares; 2025Q1: 9,706 shares; 2025Q2: 9,712 shares; 2025Q3: 9,901 shares; 2025Q4: 10,569 shares 10,569 $947K 0.08% +668 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: restricted; 2024Q4: 15,487 shares; 2025Q1: 16,363 shares; 2025Q2: 15,923 shares; 2025Q3: 16,142 shares; 2025Q4: 15,914 shares 15,914 $925K 0.08% -228 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,111 shares; 2025Q1: 1,321 shares; 2025Q2: 1,588 shares; 2025Q3: 1,537 shares; 2025Q4: 2,478 shares 2,478 $875K 0.07% +941 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: restricted; 2024Q4: 5,844 shares; 2025Q1: 5,866 shares; 2025Q2: 5,460 shares; 2025Q3: 5,558 shares; 2025Q4: 5,738 shares 5,738 $874K 0.07% +180 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: restricted; 2024Q4: 4,664 shares; 2025Q1: 4,078 shares; 2025Q2: 4,048 shares; 2025Q3: 4,014 shares; 2025Q4: 4,018 shares 4,018 $839K 0.07% +4 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,649 shares; 2025Q4: 15,649 shares 15,649 $836K 0.07% 0 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: restricted; 2024Q4: 40,979 shares; 2025Q1: 47,004 shares; 2025Q2: 32,711 shares; 2025Q3: 7,598 shares; 2025Q4: 7,823 shares 7,823 $823K 0.07% +225 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: restricted; 2024Q4: 10,939 shares; 2025Q1: 10,985 shares; 2025Q2: 10,897 shares; 2025Q3: 10,897 shares; 2025Q4: 11,047 shares 11,047 $813K 0.07% +150 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,487 shares; 2025Q1: 17,972 shares; 2025Q2: 11,986 shares; 2025Q3: 11,530 shares; 2025Q4: 12,263 shares 12,263 $797K 0.07% +733 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,672 shares; 2025Q1: 6,679 shares; 2025Q2: 6,606 shares; 2025Q3: 6,630 shares; 2025Q4: 6,642 shares 6,642 $793K 0.07% +12 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386,506 shares; 2025Q1: 378,782 shares; 2025Q2: 389,673 shares; 2025Q3: 66,425 shares; 2025Q4: 34,571 shares 34,571 $791K 0.07% -31,854 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,318 shares 10,318 $789K 0.07% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,632 shares; 2025Q1: 2,619 shares; 2025Q2: 2,626 shares; 2025Q3: 2,972 shares; 2025Q4: 2,903 shares 2,903 $779K 0.07% -69 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: restricted; 2024Q4: 9,768 shares; 2025Q1: 10,950 shares; 2025Q2: 9,832 shares; 2025Q3: 10,159 shares; 2025Q4: 11,116 shares 11,116 $772K 0.07% +957 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: restricted; 2024Q4: 1,980 shares; 2025Q1: 2,044 shares; 2025Q2: 2,030 shares; 2025Q3: 2,069 shares; 2025Q4: 2,111 shares 2,111 $740K 0.06% +42 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: restricted; 2024Q4: 4,042 shares; 2025Q1: 3,919 shares; 2025Q2: 4,189 shares; 2025Q3: 4,155 shares; 2025Q4: 4,032 shares 4,032 $734K 0.06% -123 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,906 shares; 2025Q1: 1,933 shares; 2025Q2: 1,957 shares; 2025Q3: 1,946 shares; 2025Q4: 2,006 shares 2,006 $690K 0.06% +60 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,721 shares; 2025Q1: 1,683 shares; 2025Q2: not reported; 2025Q3: 3,231 shares; 2025Q4: 7,893 shares 7,893 $674K 0.06% +4,662 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: restricted; 2024Q4: 11,040 shares; 2025Q1: 11,730 shares; 2025Q2: 12,160 shares; 2025Q3: 13,478 shares; 2025Q4: 5,595 shares 5,595 $672K 0.06% -7,883 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,452 shares; 2025Q1: 3,457 shares; 2025Q2: 3,469 shares; 2025Q3: 3,474 shares; 2025Q4: 3,497 shares 3,497 $649K 0.06% +23 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: restricted; 2024Q4: 795 shares; 2025Q1: 747 shares; 2025Q2: 678 shares; 2025Q3: 655 shares; 2025Q4: 6,909 shares 6,909 $648K 0.06% +6,254 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,483 shares; 2025Q1: 18,218 shares; 2025Q2: 18,225 shares; 2025Q3: 18,242 shares; 2025Q4: 18,249 shares 18,249 $639K 0.05% +7 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: restricted; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,275 shares; 2025Q4: 1,291 shares 1,291 $620K 0.05% +16 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,154 shares; 2025Q1: 7,031 shares; 2025Q2: 6,933 shares; 2025Q3: 10,892 shares; 2025Q4: 12,132 shares 12,132 $620K 0.05% +1,240 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: restricted; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,647 shares 1,647 $615K 0.05% 0 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,737 shares; 2025Q1: 32,737 shares; 2025Q2: 32,737 shares; 2025Q3: 32,737 shares; 2025Q4: 32,116 shares 32,116 $615K 0.05% -621 Timeline DOL 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: restricted; 2024Q4: 9,736 shares; 2025Q1: 9,593 shares; 2025Q2: 9,325 shares; 2025Q3: 9,325 shares; 2025Q4: 9,325 shares 9,325 $614K 0.05% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,352 shares; 2025Q1: 4,334 shares; 2025Q2: 4,122 shares; 2025Q3: 4,122 shares; 2025Q4: 4,038 shares 4,038 $600K 0.05% -84 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: restricted; 2024Q4: 4,009 shares; 2025Q1: 4,068 shares; 2025Q2: 3,961 shares; 2025Q3: 4,006 shares; 2025Q4: 4,062 shares 4,062 $583K 0.05% +56 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: restricted; 2024Q4: 6,608 shares; 2025Q1: 6,608 shares; 2025Q2: 6,608 shares; 2025Q3: 6,608 shares; 2025Q4: 6,608 shares 6,608 $582K 0.05% 0 Timeline MDYV 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: restricted; 2024Q4: 6,934 shares; 2025Q1: 6,934 shares; 2025Q2: 6,806 shares; 2025Q3: 6,683 shares; 2025Q4: 6,683 shares 6,683 $566K 0.05% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 7,310 shares; 2025Q2: 8,557 shares; 2025Q3: 8,349 shares; 2025Q4: 7,295 shares 7,295 $553K 0.05% -1,054 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: restricted; 2024Q4: 1,014 shares; 2025Q1: 1,566 shares; 2025Q2: 1,569 shares; 2025Q3: 1,776 shares; 2025Q4: 1,787 shares 1,787 $550K 0.05% +11 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: 10,155 shares; 2025Q4: 10,155 shares 10,155 $538K 0.05% 0 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: restricted; 2024Q4: 10,723 shares; 2025Q1: 15,192 shares; 2025Q2: 12,255 shares; 2025Q3: 12,262 shares; 2025Q4: 11,355 shares 11,355 $532K 0.05% -907 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: restricted; 2024Q4: 1,916 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares 1,831 $531K 0.05% 0 Timeline MDYG 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: restricted; 2024Q4: 5,935 shares; 2025Q1: 5,928 shares; 2025Q2: 5,694 shares; 2025Q3: 5,694 shares; 2025Q4: 5,705 shares 5,705 $527K 0.05% +11 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,338 shares; 2025Q1: 20,598 shares; 2025Q2: 20,631 shares; 2025Q3: 20,664 shares; 2025Q4: 23,267 shares 23,267 $523K 0.04% +2,603 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: restricted; 2024Q4: 650 shares; 2025Q1: 677 shares; 2025Q2: 665 shares; 2025Q3: 757 shares; 2025Q4: 683 shares 683 $515K 0.04% -74 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,353 shares 13,353 $514K 0.04% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,170 shares; 2025Q4: 9,170 shares 9,170 $513K 0.04% 0 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: restricted; 2024Q4: 743 shares; 2025Q1: 859 shares; 2025Q2: 1,983 shares; 2025Q3: 1,353 shares; 2025Q4: 1,447 shares 1,447 $501K 0.04% +94 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: restricted; 2024Q4: 10,214 shares; 2025Q1: 9,789 shares; 2025Q2: 9,802 shares; 2025Q3: 9,831 shares; 2025Q4: 9,852 shares 9,852 $485K 0.04% +21 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,529 shares; 2025Q1: 11,529 shares; 2025Q2: 11,529 shares; 2025Q3: 11,529 shares; 2025Q4: 11,529 shares 11,529 $479K 0.04% 0 Timeline CORP 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: restricted; 2024Q4: 4,334 shares; 2025Q1: 5,461 shares; 2025Q2: 5,343 shares; 2025Q3: 3,841 shares; 2025Q4: 4,858 shares 4,858 $475K 0.04% +1,017 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,373 shares; 2025Q1: 17,373 shares; 2025Q2: 11,548 shares; 2025Q3: 11,548 shares; 2025Q4: 11,498 shares 11,498 $475K 0.04% -50 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,673 shares; 2025Q1: 2,684 shares; 2025Q2: 2,655 shares; 2025Q3: 3,405 shares; 2025Q4: 2,752 shares 2,752 $471K 0.04% -653 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: restricted; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: not reported; 2025Q3: 2,904 shares; 2025Q4: 5,466 shares 5,466 $469K 0.04% +2,562 Timeline NMAR 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: restricted; 2024Q4: not reported; 2025Q1: 15,783 shares; 2025Q2: 15,783 shares; 2025Q3: 15,783 shares; 2025Q4: 15,783 shares 15,783 $466K 0.04% 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: restricted; 2024Q4: 7,584 shares; 2025Q1: 7,238 shares; 2025Q2: 5,973 shares; 2025Q3: 5,773 shares; 2025Q4: 5,838 shares 5,838 $465K 0.04% +65 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,499 shares; 2025Q1: 2,506 shares; 2025Q2: 3,234 shares; 2025Q3: 3,239 shares; 2025Q4: 3,280 shares 3,280 $464K 0.04% +41 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: restricted; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 4,096 shares 4,096 $463K 0.04% +2,656 Timeline UPRO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $463K 0.04% new Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,054 shares; 2025Q1: 36,054 shares; 2025Q2: 36,054 shares; 2025Q3: 36,054 shares; 2025Q4: 36,054 shares 36,054 $454K 0.04% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,186 shares; 2025Q1: 5,001 shares; 2025Q2: 4,966 shares; 2025Q3: 4,865 shares; 2025Q4: 4,532 shares 4,532 $450K 0.04% -333 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: restricted; 2024Q4: 6,428 shares; 2025Q1: 6,844 shares; 2025Q2: 7,127 shares; 2025Q3: 7,127 shares; 2025Q4: 7,127 shares 7,127 $445K 0.04% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,614 shares; 2025Q1: 1,616 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,605 shares 3,605 $443K 0.04% new 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: restricted; 2024Q4: 2,497 shares; 2025Q1: 2,534 shares; 2025Q2: 2,485 shares; 2025Q3: 2,703 shares; 2025Q4: 2,763 shares 2,763 $443K 0.04% +60 Timeline YLDE 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: restricted; 2024Q4: 8,292 shares; 2025Q1: 8,173 shares; 2025Q2: 8,173 shares; 2025Q3: 8,173 shares; 2025Q4: 8,173 shares 8,173 $443K 0.04% 0 Timeline BLV 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: restricted; 2024Q4: 6,079 shares; 2025Q1: 4,752 shares; 2025Q2: 5,434 shares; 2025Q3: 5,434 shares; 2025Q4: 6,184 shares 6,184 $430K 0.04% +750 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: restricted; 2024Q4: 1,136 shares; 2025Q1: 863 shares; 2025Q2: 5,754 shares; 2025Q3: 5,754 shares; 2025Q4: 5,754 shares 5,754 $426K 0.04% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,300 shares; 2025Q1: 3,825 shares; 2025Q2: 4,670 shares; 2025Q3: 4,319 shares; 2025Q4: 8,400 shares 8,400 $425K 0.04% +4,081 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: restricted; 2024Q4: 1,068 shares; 2025Q1: 1,081 shares; 2025Q2: 1,068 shares; 2025Q3: 1,101 shares; 2025Q4: 1,118 shares 1,118 $414K 0.04% +17 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: restricted; 2024Q4: 2,915 shares; 2025Q1: 2,915 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares; 2025Q4: 2,915 shares 2,915 $406K 0.03% 0 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,355 shares 10,355 $405K 0.03% new 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: restricted; 2024Q4: 422 shares; 2025Q1: 168 shares; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: 468 shares 468 $404K 0.03% +62 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: restricted; 2024Q4: 3,541 shares; 2025Q1: 3,462 shares; 2025Q2: 3,427 shares; 2025Q3: 3,427 shares; 2025Q4: 3,262 shares 3,262 $402K 0.03% -165 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: restricted; 2024Q4: 5,040 shares; 2025Q1: 5,057 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,140 shares 12,140 $396K 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 1,035 shares; 2025Q2: 1,004 shares; 2025Q3: 966 shares; 2025Q4: 998 shares 998 $388K 0.03% +32 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,435 shares; 2025Q1: 16,435 shares; 2025Q2: 16,435 shares; 2025Q3: 16,435 shares; 2025Q4: 16,435 shares 16,435 $384K 0.03% 0 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: restricted; 2024Q4: 1,564 shares; 2025Q1: 1,589 shares; 2025Q2: 1,593 shares; 2025Q3: 1,603 shares; 2025Q4: 1,680 shares 1,680 $384K 0.03% +77 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,731 shares; 2025Q1: 10,731 shares; 2025Q2: 10,731 shares; 2025Q3: 10,731 shares; 2025Q4: 10,731 shares 10,731 $382K 0.03% 0 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: restricted; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 923 shares; 2025Q4: 923 shares 923 $381K 0.03% 0 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: restricted; 2024Q4: 2,362 shares; 2025Q1: 1,974 shares; 2025Q2: 1,888 shares; 2025Q3: 1,909 shares; 2025Q4: 1,937 shares 1,937 $378K 0.03% +28 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: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,401 shares; 2025Q4: 1,438 shares 1,438 $371K 0.03% +37 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: restricted; 2024Q4: 1,149 shares; 2025Q1: 1,333 shares; 2025Q2: 1,351 shares; 2025Q3: 1,358 shares; 2025Q4: 1,594 shares 1,594 $346K 0.03% +236 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: restricted; 2024Q4: 7,074 shares; 2025Q1: 7,154 shares; 2025Q2: 12,734 shares; 2025Q3: 12,739 shares; 2025Q4: 12,744 shares 12,744 $343K 0.03% +5 Timeline FBCG 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: restricted; 2024Q4: 2,049 shares; 2025Q1: 2,049 shares; 2025Q2: not reported; 2025Q3: 4,874 shares; 2025Q4: 5,949 shares 5,949 $326K 0.03% +1,075 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: restricted; 2024Q4: 5,225 shares; 2025Q1: 5,097 shares; 2025Q2: 5,147 shares; 2025Q3: 5,363 shares; 2025Q4: 5,877 shares 5,877 $323K 0.03% +514 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,322 shares; 2025Q1: 3,825 shares; 2025Q2: 2,975 shares; 2025Q3: 4,048 shares; 2025Q4: 2,968 shares 2,968 $319K 0.03% -1,080 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: restricted; 2024Q4: 24,076 shares; 2025Q1: 24,822 shares; 2025Q2: 40,202 shares; 2025Q3: 12,951 shares; 2025Q4: 12,132 shares 12,132 $316K 0.03% -819 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: restricted; 2024Q4: 6,059 shares; 2025Q1: 6,024 shares; 2025Q2: 6,684 shares; 2025Q3: 4,631 shares; 2025Q4: 3,579 shares 3,579 $312K 0.03% -1,052 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: restricted; 2024Q4: 1,428 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,229 shares 1,229 $311K 0.03% -68 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares 6,400 $310K 0.03% 0 Timeline FRAF FRANKLIN FINL SVCS CORP More: the full row for FRANKLIN FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,936 shares; 2025Q4: 5,990 shares 5,990 $301K 0.03% +1,054 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: restricted; 2024Q4: 512 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 514 shares; 2025Q4: 513 shares 513 $284K 0.02% -1 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: restricted; 2024Q4: 4,569 shares; 2025Q1: 5,019 shares; 2025Q2: 5,019 shares; 2025Q3: 5,196 shares; 2025Q4: 5,710 shares 5,710 $284K 0.02% +514 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares 1,978 $279K 0.02% 0 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: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,075 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,129 shares 1,129 $278K 0.02% +24 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,954 shares; 2025Q1: 5,954 shares; 2025Q2: 5,954 shares; 2025Q3: 5,954 shares; 2025Q4: 5,954 shares 5,954 $277K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,123 shares; 2025Q1: 11,042 shares; 2025Q2: 11,111 shares; 2025Q3: 10,789 shares; 2025Q4: 10,965 shares 10,965 $272K 0.02% +176 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: restricted; 2024Q4: 9,839 shares; 2025Q1: 9,192 shares; 2025Q2: 9,173 shares; 2025Q3: 8,551 shares; 2025Q4: 4,984 shares 4,984 $269K 0.02% -3,567 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: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,693 shares; 2025Q2: 1,643 shares; 2025Q3: 1,649 shares; 2025Q4: 1,672 shares 1,672 $268K 0.02% +23 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,361 shares 5,361 $267K 0.02% new 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: restricted; 2024Q4: 3,159 shares; 2025Q1: 3,008 shares; 2025Q2: 3,008 shares; 2025Q3: 3,008 shares; 2025Q4: 3,008 shares 3,008 $266K 0.02% 0 Timeline IFEB 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: restricted; 2024Q4: not reported; 2025Q1: 8,532 shares; 2025Q2: 8,532 shares; 2025Q3: 8,532 shares; 2025Q4: 8,532 shares 8,532 $258K 0.02% 0 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: restricted; 2024Q4: 6,756 shares; 2025Q1: 6,442 shares; 2025Q2: 6,532 shares; 2025Q3: 6,535 shares; 2025Q4: 6,271 shares 6,271 $255K 0.02% -264 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,707 shares 2,707 $254K 0.02% new 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: restricted; 2024Q4: 442 shares; 2025Q1: 524 shares; 2025Q2: 519 shares; 2025Q3: 532 shares; 2025Q4: 512 shares 512 $250K 0.02% -20 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: restricted; 2024Q4: 316 shares; 2025Q1: 344 shares; 2025Q2: 380 shares; 2025Q3: 381 shares; 2025Q4: 381 shares 381 $249K 0.02% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,988 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 2,600 shares 2,600 $247K 0.02% -26 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,338 shares; 2025Q1: 2,533 shares; 2025Q2: 2,533 shares; 2025Q3: 2,533 shares; 2025Q4: 2,524 shares 2,524 $247K 0.02% -9 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,449 shares; 2025Q1: 3,449 shares; 2025Q2: 3,449 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares 3,405 $243K 0.02% 0 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,124 shares 2,124 $240K 0.02% new Timeline IMAR 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: restricted; 2024Q4: 2,375 shares; 2025Q1: 7,783 shares; 2025Q2: 7,933 shares; 2025Q3: 7,933 shares; 2025Q4: 7,933 shares 7,933 $237K 0.02% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,479 shares; 2025Q1: 5,288 shares; 2025Q2: 5,288 shares; 2025Q3: 5,288 shares; 2025Q4: 5,288 shares 5,288 $236K 0.02% 0 Timeline LGLV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,336 shares; 2025Q4: 1,344 shares 1,344 $236K 0.02% +8 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: restricted; 2024Q4: 2,775 shares; 2025Q1: 4,209 shares; 2025Q2: not reported; 2025Q3: 312,589 shares; 2025Q4: 4,534 shares 4,534 $231K 0.02% -308,055 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,640 shares; 2025Q1: 2,653 shares; 2025Q2: 2,665 shares; 2025Q3: 2,669 shares; 2025Q4: 2,698 shares 2,698 $230K 0.02% +29 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: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,533 shares; 2025Q2: 1,527 shares; 2025Q3: 1,045 shares; 2025Q4: 1,036 shares 1,036 $228K 0.02% -9 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,358 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares 2,358 $227K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,766 shares; 2025Q3: 2,864 shares; 2025Q4: 2,899 shares 2,899 $226K 0.02% +35 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: restricted; 2024Q4: 1,897 shares; 2025Q1: 2,360 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,411 shares 2,411 $225K 0.02% new 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: restricted; 2024Q4: 96,530 shares; 2025Q1: 435 shares; 2025Q2: 99,087 shares; 2025Q3: 95,988 shares; 2025Q4: 1,559 shares 1,559 $224K 0.02% -94,429 Timeline CGSM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,409 shares; 2025Q4: 8,409 shares 8,409 $221K 0.02% 0 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 5,267 shares; 2025Q3: 5,267 shares; 2025Q4: 5,267 shares 5,267 $216K 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: restricted; 2024Q4: 2,003 shares; 2025Q1: 1,860 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares 1,873 $211K 0.02% new 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: restricted; 2024Q4: 1,043 shares; 2025Q1: 1,085 shares; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,092 shares 1,092 $209K 0.02% +5 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,131 shares; 2025Q1: 3,133 shares; 2025Q2: 3,064 shares; 2025Q3: not reported; 2025Q4: 3,085 shares 3,085 $208K 0.02% new Timeline KJAN 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: restricted; 2024Q4: 3,952 shares; 2025Q1: 5,011 shares; 2025Q2: not reported; 2025Q3: 5,011 shares; 2025Q4: 5,011 shares 5,011 $208K 0.02% 0 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: restricted; 2024Q4: 7,291 shares; 2025Q1: 6,035 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,052 shares 8,052 $200K 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,150 shares; 2025Q1: 5,161 shares; 2025Q2: 5,185 shares; 2025Q3: 5,528 shares; 2025Q4: 5,409 shares 5,409 $200K 0.02% -119 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,875 shares; 2025Q3: 22,950 shares; 2025Q4: 20,875 shares 20,875 $172K 0.01% -2,075 Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $99.8K 0.01% new Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,135 shares; 2025Q1: 21,097 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,510 shares 21,510 $81.3K 0.01% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,650 shares 10,650 $48K <0.01% new Timeline INTENSITY THERAPEUTICS INC INTENSITY THERAPEUTICS INC More: the full row for INTENSITY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,301 shares; 2025Q1: 9,525 shares; 2025Q2: 16,525 shares; 2025Q3: 54,377 shares; 2025Q4: 77,377 shares 77,377 $31.7K <0.01% +23,000 AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $15.6K <0.01% new Timeline