AVUS 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: 409,451 shares; 2024Q4: 408,830 shares; 2025Q1: 426,888 shares; 2025Q2: 463,135 shares; 2025Q3: 465,836 shares; 2025Q4: 465,389 shares 465,389 $52M 3.08% -447 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: 247,957 shares; 2024Q4: 246,449 shares; 2025Q1: 247,844 shares; 2025Q2: 217,655 shares; 2025Q3: 262,218 shares; 2025Q4: 251,420 shares 251,420 $46.9M 2.77% -10,798 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: 119,420 shares; 2024Q4: 122,194 shares; 2025Q1: 116,879 shares; 2025Q2: 92,481 shares; 2025Q3: 90,434 shares; 2025Q4: 89,331 shares 89,331 $43.6M 2.58% -1,103 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: 364,356 shares; 2024Q4: 365,827 shares; 2025Q1: 397,743 shares; 2025Q2: 404,001 shares; 2025Q3: 349,014 shares; 2025Q4: 207,983 shares 207,983 $39.7M 2.35% -141,031 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772,422 shares; 2024Q4: 680,112 shares; 2025Q1: 734,298 shares; 2025Q2: 696,052 shares; 2025Q3: 666,154 shares; 2025Q4: 697,416 shares 697,416 $32.5M 1.92% +31,262 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: 156,236 shares; 2024Q4: 158,943 shares; 2025Q1: 163,762 shares; 2025Q2: 132,183 shares; 2025Q3: 137,200 shares; 2025Q4: 118,700 shares 118,700 $32.3M 1.91% -18,500 Timeline AVDE 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: 252,092 shares; 2024Q4: 263,124 shares; 2025Q1: 272,048 shares; 2025Q2: 286,578 shares; 2025Q3: 288,301 shares; 2025Q4: 359,717 shares 359,717 $29.6M 1.75% +71,416 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,384 shares; 2024Q4: 197,610 shares; 2025Q1: 208,932 shares; 2025Q2: 191,369 shares; 2025Q3: 186,018 shares; 2025Q4: 139,931 shares 139,931 $27.8M 1.64% -46,087 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: 374,555 shares; 2024Q4: 371,528 shares; 2025Q1: 376,471 shares; 2025Q2: 392,255 shares; 2025Q3: 448,000 shares; 2025Q4: 452,646 shares 452,646 $27.5M 1.63% +4,646 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: 335,758 shares; 2024Q4: 363,219 shares; 2025Q1: 304,854 shares; 2025Q2: 406,823 shares; 2025Q3: 394,499 shares; 2025Q4: 325,741 shares 325,741 $23.3M 1.38% -68,758 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: 117,873 shares; 2024Q4: 108,481 shares; 2025Q1: 171,886 shares; 2025Q2: 259,132 shares; 2025Q3: 293,134 shares; 2025Q4: 339,838 shares 339,838 $22.8M 1.35% +46,704 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: 56,414 shares; 2024Q4: 59,271 shares; 2025Q1: 57,954 shares; 2025Q2: 57,605 shares; 2025Q3: 59,653 shares; 2025Q4: 46,368 shares 46,368 $22.4M 1.33% -13,285 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: 70,855 shares; 2024Q4: 71,328 shares; 2025Q1: 71,360 shares; 2025Q2: 73,075 shares; 2025Q3: 76,476 shares; 2025Q4: 66,695 shares 66,695 $20.9M 1.23% -9,781 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,315 shares; 2025Q1: 287,468 shares; 2025Q2: 415,294 shares; 2025Q3: 430,383 shares; 2025Q4: 454,697 shares 454,697 $20.2M 1.2% +24,314 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,894 shares; 2024Q4: 554,230 shares; 2025Q1: 777,988 shares; 2025Q2: 781,862 shares; 2025Q3: 835,703 shares; 2025Q4: 876,773 shares 876,773 $20.2M 1.19% +41,070 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: 279,069 shares; 2024Q4: 274,197 shares; 2025Q1: 294,801 shares; 2025Q2: 262,485 shares; 2025Q3: 257,636 shares; 2025Q4: 250,618 shares 250,618 $20.1M 1.19% -7,018 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: 29,080 shares; 2024Q4: 29,699 shares; 2025Q1: 30,906 shares; 2025Q2: 29,879 shares; 2025Q3: 30,132 shares; 2025Q4: 27,476 shares 27,476 $18.7M 1.11% -2,656 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: 106,799 shares; 2024Q4: 106,801 shares; 2025Q1: 110,263 shares; 2025Q2: 93,884 shares; 2025Q3: 100,938 shares; 2025Q4: 80,681 shares 80,681 $18.6M 1.1% -20,257 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: 8,271 shares; 2024Q4: 8,013 shares; 2025Q1: 21,492 shares; 2025Q2: 33,917 shares; 2025Q3: 48,910 shares; 2025Q4: 49,662 shares 49,662 $17M 1.01% +752 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: 11,210 shares; 2024Q4: 13,567 shares; 2025Q1: 53,217 shares; 2025Q2: 52,993 shares; 2025Q3: 52,000 shares; 2025Q4: 48,373 shares 48,373 $16.2M 0.96% -3,627 Timeline AVUQ 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: 261,088 shares 261,088 $15.7M 0.93% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,637 shares; 2024Q4: 372,017 shares; 2025Q1: 383,483 shares; 2025Q2: 396,804 shares; 2025Q3: 408,257 shares; 2025Q4: 410,263 shares 410,263 $14.1M 0.83% +2,006 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: 67,076 shares; 2024Q4: 74,450 shares; 2025Q1: 104,062 shares; 2025Q2: 103,830 shares; 2025Q3: 112,778 shares; 2025Q4: 21,564 shares 21,564 $13.5M 0.8% -91,214 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: 11,563 shares; 2024Q4: 11,546 shares; 2025Q1: 12,850 shares; 2025Q2: 14,335 shares; 2025Q3: 14,225 shares; 2025Q4: 12,142 shares 12,142 $13M 0.77% -2,083 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,948 shares; 2024Q4: 220,658 shares; 2025Q1: 221,674 shares; 2025Q2: 230,608 shares; 2025Q3: 258,638 shares; 2025Q4: 271,198 shares 271,198 $12.8M 0.75% +12,560 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: 420,136 shares; 2024Q4: 515,384 shares; 2025Q1: 595,847 shares; 2025Q2: 647,391 shares; 2025Q3: 864,452 shares; 2025Q4: 315,040 shares 315,040 $12.7M 0.75% -549,412 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 208,856 shares; 2025Q2: 352,716 shares; 2025Q3: 386,411 shares; 2025Q4: 435,832 shares 435,832 $12.6M 0.74% +49,421 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: 32,395 shares; 2024Q4: 33,530 shares; 2025Q1: 34,063 shares; 2025Q2: 22,028 shares; 2025Q3: 29,966 shares; 2025Q4: 30,755 shares 30,755 $12.2M 0.72% +789 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: 19,414 shares; 2024Q4: 20,965 shares; 2025Q1: 179,977 shares; 2025Q2: 181,780 shares; 2025Q3: 190,476 shares; 2025Q4: 189,308 shares 189,308 $11.8M 0.7% -1,168 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: 21,165 shares; 2024Q4: 215,593 shares; 2025Q1: 225,077 shares; 2025Q2: 241,517 shares; 2025Q3: 250,579 shares; 2025Q4: 346,476 shares 346,476 $11.6M 0.69% +95,897 Timeline AVLC 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: 140,922 shares 140,922 $11.1M 0.65% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,174 shares; 2025Q1: 102,707 shares; 2025Q2: 105,185 shares; 2025Q3: 136,931 shares; 2025Q4: 134,802 shares 134,802 $10.9M 0.65% -2,129 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,695 shares; 2025Q2: 252,683 shares; 2025Q3: 273,820 shares; 2025Q4: 275,894 shares 275,894 $10.6M 0.63% +2,074 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,348 shares; 2025Q3: 259,212 shares; 2025Q4: 313,574 shares 313,574 $10.4M 0.62% +54,362 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 23,331 shares; 2025Q1: 24,883 shares; 2025Q2: 25,284 shares; 2025Q3: 30,074 shares; 2025Q4: 41,388 shares 41,388 $10.4M 0.61% +11,314 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: 19,368 shares; 2024Q4: 25,488 shares; 2025Q1: 24,957 shares; 2025Q2: 24,859 shares; 2025Q3: 25,461 shares; 2025Q4: 15,096 shares 15,096 $10.3M 0.61% -10,365 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: 10,129 shares; 2024Q4: 10,711 shares; 2025Q1: 12,376 shares; 2025Q2: 11,521 shares; 2025Q3: 13,409 shares; 2025Q4: 15,649 shares 15,649 $10.3M 0.61% +2,240 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: 33,345 shares; 2024Q4: 39,595 shares; 2025Q1: 69,676 shares; 2025Q2: 69,421 shares; 2025Q3: 153,349 shares; 2025Q4: 168,897 shares 168,897 $10.2M 0.6% +15,548 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: 99,552 shares; 2024Q4: 100,167 shares; 2025Q1: 96,835 shares; 2025Q2: 111,017 shares; 2025Q3: 99,853 shares; 2025Q4: 91,058 shares 91,058 $10.1M 0.6% -8,795 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,835 shares; 2025Q1: 124,796 shares; 2025Q2: 268,775 shares; 2025Q3: 292,497 shares; 2025Q4: 312,147 shares 312,147 $9.87M 0.58% +19,650 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,837 shares; 2024Q4: 69,209 shares; 2025Q1: 69,049 shares; 2025Q2: 67,342 shares; 2025Q3: 65,728 shares; 2025Q4: 65,255 shares 65,255 $9.72M 0.57% -473 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,623 shares; 2024Q4: 136,894 shares; 2025Q1: 147,561 shares; 2025Q2: 153,521 shares; 2025Q3: 171,224 shares; 2025Q4: 180,935 shares 180,935 $9.55M 0.56% +9,711 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: 20,814 shares; 2024Q4: 30,623 shares; 2025Q1: 139,705 shares; 2025Q2: 144,532 shares; 2025Q3: 140,034 shares; 2025Q4: 137,414 shares 137,414 $9.54M 0.56% -2,620 Timeline TSPA 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: 54,496 shares; 2025Q2: 126,430 shares; 2025Q3: 176,624 shares; 2025Q4: 213,773 shares 213,773 $9.15M 0.54% +37,149 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: 75,034 shares; 2024Q4: 85,829 shares; 2025Q1: 93,695 shares; 2025Q2: 96,902 shares; 2025Q3: 96,328 shares; 2025Q4: 94,370 shares 94,370 $8.76M 0.52% -1,958 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: 42,785 shares; 2024Q4: 47,904 shares; 2025Q1: 51,467 shares; 2025Q2: 52,881 shares; 2025Q3: 53,559 shares; 2025Q4: 54,017 shares 54,017 $8.75M 0.52% +458 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,169 shares; 2024Q4: 111,861 shares; 2025Q1: 148,257 shares; 2025Q2: 172,255 shares; 2025Q3: 173,198 shares; 2025Q4: 84,526 shares 84,526 $8.62M 0.51% -88,672 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 22,578 shares; 2025Q1: 70,450 shares; 2025Q2: 108,613 shares; 2025Q3: 118,730 shares; 2025Q4: 84,427 shares 84,427 $8.58M 0.51% -34,303 Timeline AVLV 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: 311,179 shares; 2024Q4: 314,379 shares; 2025Q1: 326,902 shares; 2025Q2: 354,898 shares; 2025Q3: 358,864 shares; 2025Q4: 112,609 shares 112,609 $8.53M 0.5% -246,255 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: 33,489 shares; 2024Q4: 33,662 shares; 2025Q1: 35,703 shares; 2025Q2: 28,685 shares; 2025Q3: 31,818 shares; 2025Q4: 25,708 shares 25,708 $8.28M 0.49% -6,110 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: 78,833 shares; 2024Q4: 77,299 shares; 2025Q1: 79,572 shares; 2025Q2: 77,438 shares; 2025Q3: 51,420 shares; 2025Q4: 40,291 shares 40,291 $8.05M 0.48% -11,129 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: 175,791 shares; 2024Q4: 166,745 shares; 2025Q1: 184,352 shares; 2025Q2: 210,218 shares; 2025Q3: 188,062 shares; 2025Q4: 159,857 shares 159,857 $8.04M 0.48% -28,205 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: 50,756 shares; 2024Q4: 48,117 shares; 2025Q1: 83,157 shares; 2025Q2: 73,336 shares; 2025Q3: 64,301 shares; 2025Q4: 63,878 shares 63,878 $7.68M 0.45% -423 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: not reported; 2025Q1: 7,197 shares; 2025Q2: 77,812 shares; 2025Q3: 106,329 shares; 2025Q4: 134,857 shares 134,857 $7.65M 0.45% +28,528 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: 22,825 shares; 2024Q4: 22,559 shares; 2025Q1: 22,084 shares; 2025Q2: 23,690 shares; 2025Q3: 23,438 shares; 2025Q4: 21,641 shares 21,641 $7.59M 0.45% -1,797 Timeline AVSF 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: 122,120 shares; 2024Q4: 128,404 shares; 2025Q1: 131,553 shares; 2025Q2: 143,000 shares; 2025Q3: 148,368 shares; 2025Q4: 159,772 shares 159,772 $7.52M 0.44% +11,404 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,741 shares; 2024Q4: 51,428 shares; 2025Q1: 53,870 shares; 2025Q2: 57,594 shares; 2025Q3: 61,619 shares; 2025Q4: 95,173 shares 95,173 $7.33M 0.43% +33,554 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: 17,125 shares; 2024Q4: 17,816 shares; 2025Q1: 17,645 shares; 2025Q2: 16,251 shares; 2025Q3: 13,101 shares; 2025Q4: 11,507 shares 11,507 $7.07M 0.42% -1,594 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,959 shares; 2024Q4: 18,507 shares; 2025Q1: 16,832 shares; 2025Q2: 122,505 shares; 2025Q3: 138,633 shares; 2025Q4: 143,804 shares 143,804 $6.95M 0.41% +5,171 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: 19,229 shares; 2024Q4: 38,593 shares; 2025Q1: 39,365 shares; 2025Q2: 41,744 shares; 2025Q3: 43,248 shares; 2025Q4: 37,273 shares 37,273 $6.87M 0.41% -5,975 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,415 shares; 2024Q4: 46,098 shares; 2025Q1: 51,408 shares; 2025Q2: 52,582 shares; 2025Q3: 52,689 shares; 2025Q4: 53,249 shares 53,249 $6.79M 0.4% +560 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: 108,746 shares; 2024Q4: 108,739 shares; 2025Q1: 170,461 shares; 2025Q2: 154,649 shares; 2025Q3: 151,910 shares; 2025Q4: 125,436 shares 125,436 $6.74M 0.4% -26,474 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 253,517 shares; 2025Q1: 281,256 shares; 2025Q2: 257,213 shares; 2025Q3: 220,446 shares; 2025Q4: 270,182 shares 270,182 $6.66M 0.39% +49,736 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: 111,406 shares; 2024Q4: 115,243 shares; 2025Q1: 152,806 shares; 2025Q2: 153,583 shares; 2025Q3: 151,161 shares; 2025Q4: 70,559 shares 70,559 $6.63M 0.39% -80,602 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: 2,776 shares; 2024Q4: 2,543 shares; 2025Q1: 3,654 shares; 2025Q2: 3,857 shares; 2025Q3: 3,571 shares; 2025Q4: 70,421 shares 70,421 $6.6M 0.39% +66,850 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: 62,164 shares; 2024Q4: 64,667 shares; 2025Q1: 67,692 shares; 2025Q2: 61,805 shares; 2025Q3: 63,499 shares; 2025Q4: 52,544 shares 52,544 $6.48M 0.38% -10,955 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: 9,204 shares; 2024Q4: 9,696 shares; 2025Q1: 10,978 shares; 2025Q2: 7,781 shares; 2025Q3: 8,308 shares; 2025Q4: 8,463 shares 8,463 $6.38M 0.38% +155 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: 162,068 shares; 2024Q4: 483,291 shares; 2025Q1: 482,929 shares; 2025Q2: 457,466 shares; 2025Q3: 297,899 shares; 2025Q4: 224,835 shares 224,835 $6.17M 0.36% -73,064 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,469 shares; 2024Q4: 197,480 shares; 2025Q1: 142,254 shares; 2025Q2: 134,043 shares; 2025Q3: 77,635 shares; 2025Q4: 53,540 shares 53,540 $6.1M 0.36% -24,095 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 5,910 shares; 2025Q1: 52,065 shares; 2025Q2: 67,965 shares; 2025Q3: 69,926 shares; 2025Q4: 71,873 shares 71,873 $6.08M 0.36% +1,947 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,365 shares; 2024Q4: 176,277 shares; 2025Q1: 182,854 shares; 2025Q2: 161,626 shares; 2025Q3: 169,689 shares; 2025Q4: 173,423 shares 173,423 $6.03M 0.36% +3,734 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: 83,111 shares; 2024Q4: 83,620 shares; 2025Q1: 87,135 shares; 2025Q2: 63,903 shares; 2025Q3: 64,355 shares; 2025Q4: 50,071 shares 50,071 $6.03M 0.36% -14,284 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: 3,307 shares; 2024Q4: 4,095 shares; 2025Q1: 66,110 shares; 2025Q2: 67,609 shares; 2025Q3: 68,251 shares; 2025Q4: 72,418 shares 72,418 $6M 0.35% +4,167 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: not reported; 2024Q4: not reported; 2025Q1: 51,278 shares; 2025Q2: 50,720 shares; 2025Q3: 49,757 shares; 2025Q4: 49,919 shares 49,919 $5.96M 0.35% +162 Timeline AVRE 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: 111,485 shares; 2024Q4: 116,844 shares; 2025Q1: 123,148 shares; 2025Q2: 133,403 shares; 2025Q3: 139,307 shares; 2025Q4: 136,657 shares 136,657 $5.95M 0.35% -2,650 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,073 shares; 2024Q4: 104,374 shares; 2025Q1: 98,768 shares; 2025Q2: 98,158 shares; 2025Q3: 98,779 shares; 2025Q4: 81,288 shares 81,288 $5.64M 0.33% -17,491 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: 28,101 shares; 2024Q4: 28,285 shares; 2025Q1: 28,550 shares; 2025Q2: 29,301 shares; 2025Q3: 30,157 shares; 2025Q4: 28,441 shares 28,441 $5.53M 0.33% -1,716 Timeline FLRT 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: 12,359 shares; 2024Q4: 86,863 shares; 2025Q1: 124,896 shares; 2025Q2: 174,877 shares; 2025Q3: 169,425 shares; 2025Q4: 117,127 shares 117,127 $5.52M 0.33% -52,298 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: 43,502 shares; 2025Q2: 45,873 shares; 2025Q3: 46,221 shares; 2025Q4: 46,956 shares 46,956 $5.48M 0.32% +735 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: 51,701 shares; 2024Q4: 54,035 shares; 2025Q1: 55,197 shares; 2025Q2: 52,575 shares; 2025Q3: 74,841 shares; 2025Q4: 24,762 shares 24,762 $5.44M 0.32% -50,079 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,838 shares; 2024Q4: 28,077 shares; 2025Q1: 22,319 shares; 2025Q2: 18,116 shares; 2025Q3: 17,861 shares; 2025Q4: 17,847 shares 17,847 $5.37M 0.32% -14 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: 28,600 shares; 2024Q4: 29,004 shares; 2025Q1: 29,682 shares; 2025Q2: 24,352 shares; 2025Q3: 25,022 shares; 2025Q4: 10,691 shares 10,691 $5.37M 0.32% -14,331 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: 9,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,315 shares; 2025Q4: 82,283 shares 82,283 $5.33M 0.32% +26,968 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: 120,622 shares; 2024Q4: 222,307 shares; 2025Q1: 248,981 shares; 2025Q2: 500,131 shares; 2025Q3: 795,359 shares; 2025Q4: 153,243 shares 153,243 $5.31M 0.31% -642,116 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,408 shares; 2024Q4: 99,041 shares; 2025Q1: 102,890 shares; 2025Q2: 86,792 shares; 2025Q3: 98,673 shares; 2025Q4: 102,612 shares 102,612 $5.29M 0.31% +3,939 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,689 shares; 2024Q4: 153,149 shares; 2025Q1: 151,407 shares; 2025Q2: 150,567 shares; 2025Q3: 149,352 shares; 2025Q4: 146,584 shares 146,584 $5.22M 0.31% -2,768 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: 33,123 shares; 2024Q4: 33,004 shares; 2025Q1: 34,287 shares; 2025Q2: 34,292 shares; 2025Q3: 34,627 shares; 2025Q4: 35,316 shares 35,316 $5.11M 0.3% +689 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: 2,679 shares; 2024Q4: 2,646 shares; 2025Q1: 39,097 shares; 2025Q2: 44,344 shares; 2025Q3: 44,420 shares; 2025Q4: 45,881 shares 45,881 $5.05M 0.3% +1,461 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: 23,537 shares; 2024Q4: 24,830 shares; 2025Q1: 64,503 shares; 2025Q2: 84,896 shares; 2025Q3: 87,568 shares; 2025Q4: 90,945 shares 90,945 $5M 0.3% +3,377 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: 353,538 shares; 2024Q4: 1,474,452 shares; 2025Q1: 1,597,817 shares; 2025Q2: 1,664,649 shares; 2025Q3: 1,831,652 shares; 2025Q4: 150,683 shares 150,683 $4.92M 0.29% -1,680,969 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: 9,882 shares; 2024Q4: 12,646 shares; 2025Q1: 17,729 shares; 2025Q2: 20,559 shares; 2025Q3: 21,635 shares; 2025Q4: 22,893 shares 22,893 $4.85M 0.29% +1,258 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: 11,826 shares; 2024Q4: 11,842 shares; 2025Q1: 12,574 shares; 2025Q2: 12,933 shares; 2025Q3: 13,121 shares; 2025Q4: 12,921 shares 12,921 $4.83M 0.29% -200 Timeline BJUN 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: 97,910 shares; 2024Q4: 100,803 shares; 2025Q1: 102,732 shares; 2025Q2: 106,693 shares; 2025Q3: 106,232 shares; 2025Q4: 101,974 shares 101,974 $4.77M 0.28% -4,258 Timeline UJAN 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: 160,163 shares; 2024Q4: 135,947 shares; 2025Q1: 135,176 shares; 2025Q2: 135,938 shares; 2025Q3: 135,380 shares; 2025Q4: 108,488 shares 108,488 $4.69M 0.28% -26,892 Timeline IYC 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: 35,876 shares; 2025Q4: 44,873 shares 44,873 $4.63M 0.27% +8,997 Timeline AVSC 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: 78,721 shares 78,721 $4.62M 0.27% new 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: 13,388 shares; 2024Q4: 13,242 shares; 2025Q1: 13,189 shares; 2025Q2: 13,461 shares; 2025Q3: 13,561 shares; 2025Q4: 13,544 shares 13,544 $4.56M 0.27% -17 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: 66,614 shares; 2024Q4: 70,422 shares; 2025Q1: 54,123 shares; 2025Q2: 53,914 shares; 2025Q3: 47,488 shares; 2025Q4: 42,358 shares 42,358 $4.54M 0.27% -5,130 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: 2,995 shares; 2024Q4: 3,292 shares; 2025Q1: 3,746 shares; 2025Q2: 9,784 shares; 2025Q3: 13,654 shares; 2025Q4: 12,832 shares 12,832 $4.53M 0.27% -822 Timeline CAIE 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: 105,220 shares; 2025Q4: 168,151 shares 168,151 $4.5M 0.27% +62,931 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: 57,818 shares; 2024Q4: 58,735 shares; 2025Q1: 51,898 shares; 2025Q2: 49,814 shares; 2025Q3: 50,545 shares; 2025Q4: 30,647 shares 30,647 $4.39M 0.26% -19,898 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: 16,411 shares; 2024Q4: 16,061 shares; 2025Q1: 15,621 shares; 2025Q2: 13,281 shares; 2025Q3: 13,439 shares; 2025Q4: 12,538 shares 12,538 $4.34M 0.26% -901 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: 49,062 shares; 2024Q4: 50,197 shares; 2025Q1: 51,106 shares; 2025Q2: 53,550 shares; 2025Q3: 62,921 shares; 2025Q4: 65,050 shares 65,050 $4.29M 0.25% +2,129 Timeline EFAV 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: 2,783 shares; 2025Q3: 41,065 shares; 2025Q4: 49,667 shares 49,667 $4.28M 0.25% +8,602 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: 14,591 shares; 2024Q4: 15,837 shares; 2025Q1: 17,331 shares; 2025Q2: 12,404 shares; 2025Q3: 12,318 shares; 2025Q4: 9,383 shares 9,383 $4.22M 0.25% -2,935 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: 9,192 shares; 2024Q4: 9,584 shares; 2025Q1: 23,077 shares; 2025Q2: 72,510 shares; 2025Q3: 74,008 shares; 2025Q4: 64,522 shares 64,522 $4.16M 0.25% -9,486 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,724 shares; 2025Q2: 35,589 shares; 2025Q3: 39,954 shares; 2025Q4: 46,148 shares 46,148 $4.15M 0.25% +6,194 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: 77,475 shares; 2024Q4: 69,349 shares; 2025Q1: 68,879 shares; 2025Q2: 65,408 shares; 2025Q3: 69,613 shares; 2025Q4: 44,188 shares 44,188 $4.04M 0.24% -25,425 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: 7,443 shares; 2024Q4: 9,650 shares; 2025Q1: 29,024 shares; 2025Q2: 32,799 shares; 2025Q3: 41,002 shares; 2025Q4: 39,882 shares 39,882 $4M 0.24% -1,120 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: not reported; 2024Q4: 5,758 shares; 2025Q1: 37,159 shares; 2025Q2: 35,457 shares; 2025Q3: 40,095 shares; 2025Q4: 43,312 shares 43,312 $3.96M 0.23% +3,217 Timeline CDC 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: not reported; 2024Q4: not reported; 2025Q1: 54,066 shares; 2025Q2: 54,597 shares; 2025Q3: 57,365 shares; 2025Q4: 59,806 shares 59,806 $3.94M 0.23% +2,441 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: 78,975 shares; 2024Q4: 97,957 shares; 2025Q1: 116,280 shares; 2025Q2: 117,819 shares; 2025Q3: 115,053 shares; 2025Q4: 67,904 shares 67,904 $3.89M 0.23% -47,149 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: 10,565 shares; 2024Q4: 9,858 shares; 2025Q1: 28,824 shares; 2025Q2: 27,418 shares; 2025Q3: 60,788 shares; 2025Q4: 25,579 shares 25,579 $3.8M 0.22% -35,209 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: not reported; 2024Q4: not reported; 2025Q1: 45,736 shares; 2025Q2: 92,729 shares; 2025Q3: 99,858 shares; 2025Q4: 118,464 shares 118,464 $3.78M 0.22% +18,606 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: 41,179 shares; 2024Q4: 41,742 shares; 2025Q1: 41,396 shares; 2025Q2: 41,867 shares; 2025Q3: 42,078 shares; 2025Q4: 35,138 shares 35,138 $3.75M 0.22% -6,940 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: 4,368 shares; 2024Q4: 4,975 shares; 2025Q1: 4,932 shares; 2025Q2: 5,883 shares; 2025Q3: 5,668 shares; 2025Q4: 4,116 shares 4,116 $3.55M 0.21% -1,552 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,966 shares; 2024Q4: 30,297 shares; 2025Q1: 33,211 shares; 2025Q2: 33,721 shares; 2025Q3: 35,015 shares; 2025Q4: 36,786 shares 36,786 $3.54M 0.21% +1,771 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: 444,198 shares; 2024Q4: 503,425 shares; 2025Q1: 581,157 shares; 2025Q2: 550,697 shares; 2025Q3: 708,968 shares; 2025Q4: 80,511 shares 80,511 $3.51M 0.21% -628,457 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: 27,279 shares; 2024Q4: 33,966 shares; 2025Q1: 38,676 shares; 2025Q2: 37,859 shares; 2025Q3: 36,812 shares; 2025Q4: 37,148 shares 37,148 $3.5M 0.21% +336 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,982 shares; 2025Q3: 28,683 shares; 2025Q4: 66,115 shares 66,115 $3.49M 0.21% +37,432 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: 40,377 shares; 2024Q4: 29,745 shares; 2025Q1: 47,004 shares; 2025Q2: 49,056 shares; 2025Q3: 50,127 shares; 2025Q4: 41,728 shares 41,728 $3.41M 0.2% -8,399 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,805 shares; 2024Q4: 7,096 shares; 2025Q1: 7,099 shares; 2025Q2: 6,815 shares; 2025Q3: 14,575 shares; 2025Q4: 82,242 shares 82,242 $3.39M 0.2% +67,667 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: 9,062 shares; 2024Q4: 9,056 shares; 2025Q1: 10,241 shares; 2025Q2: 10,479 shares; 2025Q3: 10,330 shares; 2025Q4: 9,679 shares 9,679 $3.33M 0.2% -651 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: not reported; 2024Q4: not reported; 2025Q1: 53,425 shares; 2025Q2: 71,360 shares; 2025Q3: 62,029 shares; 2025Q4: 64,269 shares 64,269 $3.24M 0.19% +2,240 Timeline ILCV 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: 4,052 shares; 2025Q2: not reported; 2025Q3: 27,176 shares; 2025Q4: 33,650 shares 33,650 $3.18M 0.19% +6,474 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: not reported; 2024Q4: not reported; 2025Q1: 36,288 shares; 2025Q2: 36,137 shares; 2025Q3: 35,561 shares; 2025Q4: 34,510 shares 34,510 $3.16M 0.19% -1,051 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,048 shares; 2024Q4: 38,746 shares; 2025Q1: 25,485 shares; 2025Q2: 28,660 shares; 2025Q3: 28,385 shares; 2025Q4: 29,830 shares 29,830 $3.15M 0.19% +1,445 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,758 shares; 2024Q4: 295,765 shares; 2025Q1: 259,196 shares; 2025Q2: 150,252 shares; 2025Q3: 167,866 shares; 2025Q4: 42,402 shares 42,402 $3.08M 0.18% -125,464 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,256 shares; 2024Q4: not reported; 2025Q1: 22,366 shares; 2025Q2: 43,290 shares; 2025Q3: 45,891 shares; 2025Q4: 29,780 shares 29,780 $3.05M 0.18% -16,111 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: 13,922 shares; 2024Q4: 15,843 shares; 2025Q1: 15,710 shares; 2025Q2: 12,698 shares; 2025Q3: 13,097 shares; 2025Q4: 11,782 shares 11,782 $3.04M 0.18% -1,315 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: 14,133 shares; 2024Q4: 13,992 shares; 2025Q1: 14,750 shares; 2025Q2: 12,879 shares; 2025Q3: 13,074 shares; 2025Q4: 9,621 shares 9,621 $3.02M 0.18% -3,453 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,480 shares; 2025Q4: 113,672 shares 113,672 $2.91M 0.17% +5,192 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,286 shares; 2025Q4: 20,213 shares 20,213 $2.85M 0.17% +2,927 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: 8,931 shares; 2024Q4: 8,750 shares; 2025Q1: 8,922 shares; 2025Q2: 8,861 shares; 2025Q3: 12,970 shares; 2025Q4: 9,535 shares 9,535 $2.82M 0.17% -3,435 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,975 shares; 2025Q3: 23,914 shares; 2025Q4: 32,812 shares 32,812 $2.75M 0.16% +8,898 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: 26,707 shares; 2024Q4: 24,444 shares; 2025Q1: 24,552 shares; 2025Q2: 25,308 shares; 2025Q3: 26,607 shares; 2025Q4: 23,213 shares 23,213 $2.68M 0.16% -3,394 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: 30,904 shares; 2024Q4: 31,909 shares; 2025Q1: 38,850 shares; 2025Q2: 38,910 shares; 2025Q3: 43,014 shares; 2025Q4: 29,471 shares 29,471 $2.64M 0.16% -13,543 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,535 shares; 2024Q4: 92,410 shares; 2025Q1: 89,084 shares; 2025Q2: 84,241 shares; 2025Q3: 82,442 shares; 2025Q4: 80,266 shares 80,266 $2.61M 0.15% -2,176 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,519 shares; 2024Q4: 61,042 shares; 2025Q1: 64,113 shares; 2025Q2: 56,167 shares; 2025Q3: 63,219 shares; 2025Q4: 68,751 shares 68,751 $2.54M 0.15% +5,532 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,476 shares; 2025Q1: 98,099 shares; 2025Q2: 98,378 shares; 2025Q3: 104,453 shares; 2025Q4: 83,168 shares 83,168 $2.53M 0.15% -21,285 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: 3,349 shares; 2024Q4: 4,251 shares; 2025Q1: 2,973 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,107 shares 28,107 $2.52M 0.15% 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: 16,394 shares; 2024Q4: 16,410 shares; 2025Q1: 16,287 shares; 2025Q2: 13,708 shares; 2025Q3: 14,081 shares; 2025Q4: 12,158 shares 12,158 $2.52M 0.15% -1,923 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,516 shares; 2025Q1: 19,215 shares; 2025Q2: 57,834 shares; 2025Q3: 77,362 shares; 2025Q4: 86,469 shares 86,469 $2.45M 0.15% +9,107 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: 8,658 shares; 2024Q4: 19,795 shares; 2025Q1: 21,611 shares; 2025Q2: 21,728 shares; 2025Q3: 23,732 shares; 2025Q4: 13,569 shares 13,569 $2.41M 0.14% -10,163 Timeline IVLU 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: 65,555 shares; 2024Q4: 61,203 shares; 2025Q1: 62,227 shares; 2025Q2: 63,565 shares; 2025Q3: 63,072 shares; 2025Q4: 62,957 shares 62,957 $2.4M 0.14% -115 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: not reported; 2025Q1: 11,618 shares; 2025Q2: 11,518 shares; 2025Q3: 11,239 shares; 2025Q4: 11,378 shares 11,378 $2.38M 0.14% +139 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: 9,675 shares; 2024Q4: 10,578 shares; 2025Q1: 10,911 shares; 2025Q2: 6,794 shares; 2025Q3: 7,495 shares; 2025Q4: 16,466 shares 16,466 $2.37M 0.14% +8,971 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,699 shares; 2025Q2: 21,914 shares; 2025Q3: 25,808 shares; 2025Q4: 39,944 shares 39,944 $2.37M 0.14% +14,136 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,896 shares; 2024Q4: 82,358 shares; 2025Q1: 93,380 shares; 2025Q2: 92,693 shares; 2025Q3: 90,910 shares; 2025Q4: 101,242 shares 101,242 $2.37M 0.14% +10,332 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 9,613 shares; 2025Q1: 5,426 shares; 2025Q2: not reported; 2025Q3: 15,112 shares; 2025Q4: 20,499 shares 20,499 $2.33M 0.14% +5,387 Timeline SBAR 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: not reported; 2025Q2: not reported; 2025Q3: 46,744 shares; 2025Q4: 87,766 shares 87,766 $2.3M 0.14% +41,022 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: 4,643 shares; 2024Q4: 9,975 shares; 2025Q1: 11,788 shares; 2025Q2: 20,485 shares; 2025Q3: 19,882 shares; 2025Q4: 24,422 shares 24,422 $2.27M 0.13% +4,540 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: 212,524 shares; 2024Q4: 223,596 shares; 2025Q1: 264,815 shares; 2025Q2: 300,584 shares; 2025Q3: 99,504 shares; 2025Q4: 16,092 shares 16,092 $2.27M 0.13% -83,412 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,537 shares; 2025Q2: 50,025 shares; 2025Q3: 56,719 shares; 2025Q4: 63,621 shares 63,621 $2.26M 0.13% +6,902 Timeline IWV 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: 5,171 shares; 2024Q4: 5,310 shares; 2025Q1: 5,341 shares; 2025Q2: 5,603 shares; 2025Q3: 5,695 shares; 2025Q4: 5,804 shares 5,804 $2.25M 0.13% +109 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: 78,394 shares; 2025Q2: 94,119 shares; 2025Q3: 391,059 shares; 2025Q4: 68,926 shares 68,926 $2.24M 0.13% -322,133 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,894 shares 24,894 $2.23M 0.13% new Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,968 shares; 2025Q4: 63,607 shares 63,607 $2.22M 0.13% +1,639 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: 8,043 shares; 2025Q1: 8,122 shares; 2025Q2: 7,821 shares; 2025Q3: 8,758 shares; 2025Q4: 18,487 shares 18,487 $2.21M 0.13% +9,729 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: 16,283 shares; 2024Q4: 16,278 shares; 2025Q1: 15,942 shares; 2025Q2: 16,607 shares; 2025Q3: 16,693 shares; 2025Q4: 15,563 shares 15,563 $2.2M 0.13% -1,130 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: 21,542 shares; 2024Q4: 24,860 shares; 2025Q1: 25,970 shares; 2025Q2: 23,244 shares; 2025Q3: 23,422 shares; 2025Q4: 14,363 shares 14,363 $2.19M 0.13% -9,059 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: 13,014 shares; 2024Q4: 15,574 shares; 2025Q1: 20,525 shares; 2025Q2: 27,046 shares; 2025Q3: 27,766 shares; 2025Q4: 27,406 shares 27,406 $2.19M 0.13% -360 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: 4,819 shares; 2024Q4: 7,820 shares; 2025Q1: 9,674 shares; 2025Q2: 19,238 shares; 2025Q3: 19,514 shares; 2025Q4: 22,327 shares 22,327 $2.18M 0.13% +2,813 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,464 shares 143,464 $2.15M 0.13% 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: 3,545 shares; 2024Q4: 3,534 shares; 2025Q1: 3,746 shares; 2025Q2: 3,664 shares; 2025Q3: 3,826 shares; 2025Q4: 3,733 shares 3,733 $2.14M 0.13% -93 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: 10,104 shares; 2024Q4: 10,283 shares; 2025Q1: 10,003 shares; 2025Q2: 9,961 shares; 2025Q3: 10,291 shares; 2025Q4: 9,299 shares 9,299 $2.12M 0.13% -992 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: 20,108 shares; 2024Q4: 20,740 shares; 2025Q1: 21,923 shares; 2025Q2: 23,923 shares; 2025Q3: 24,249 shares; 2025Q4: 17,470 shares 17,470 $2.05M 0.12% -6,779 Timeline BDEC 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: not reported; 2024Q4: 12,704 shares; 2025Q1: 37,852 shares; 2025Q2: 37,662 shares; 2025Q3: 37,518 shares; 2025Q4: 41,118 shares 41,118 $2.04M 0.12% +3,600 Timeline FLDR 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: 5,439 shares; 2024Q4: 5,438 shares; 2025Q1: 7,581 shares; 2025Q2: 24,157 shares; 2025Q3: 27,468 shares; 2025Q4: 40,449 shares 40,449 $2.03M 0.12% +12,981 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: 78,938 shares; 2024Q4: 78,368 shares; 2025Q1: 52,392 shares; 2025Q2: 22,363 shares; 2025Q3: 21,222 shares; 2025Q4: 23,168 shares 23,168 $2.02M 0.12% +1,946 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: 12,876 shares; 2024Q4: 12,999 shares; 2025Q1: 16,677 shares; 2025Q2: 17,255 shares; 2025Q3: 29,941 shares; 2025Q4: 20,160 shares 20,160 $2.01M 0.12% -9,781 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,446 shares; 2025Q1: 90,253 shares; 2025Q2: 64,704 shares; 2025Q3: 56,500 shares; 2025Q4: 78,453 shares 78,453 $2.01M 0.12% +21,953 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,807 shares; 2024Q4: 46,486 shares; 2025Q1: 52,065 shares; 2025Q2: 52,567 shares; 2025Q3: 51,403 shares; 2025Q4: 50,771 shares 50,771 $2.01M 0.12% -632 Timeline CGUI 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: not reported; 2025Q4: 79,139 shares 79,139 $2M 0.12% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,998 shares; 2025Q1: 7,156 shares; 2025Q2: 5,771 shares; 2025Q3: 7,348 shares; 2025Q4: 7,882 shares 7,882 $1.99M 0.12% +534 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: 5,847 shares; 2024Q4: 5,785 shares; 2025Q1: 5,879 shares; 2025Q2: 5,213 shares; 2025Q3: 5,215 shares; 2025Q4: 8,245 shares 8,245 $1.99M 0.12% +3,030 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,271 shares; 2024Q4: 105,906 shares; 2025Q1: 115,409 shares; 2025Q2: 96,630 shares; 2025Q3: 130,563 shares; 2025Q4: 133,684 shares 133,684 $1.98M 0.12% +3,121 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,883 shares; 2025Q1: 10,066 shares; 2025Q2: 10,879 shares; 2025Q3: 9,046 shares; 2025Q4: 6,417 shares 6,417 $1.98M 0.12% -2,629 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,100 shares; 2025Q1: 45,280 shares; 2025Q2: 47,808 shares; 2025Q3: 57,280 shares; 2025Q4: 65,714 shares 65,714 $1.96M 0.12% +8,434 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: 3,573 shares; 2024Q4: 3,322 shares; 2025Q1: 4,367 shares; 2025Q2: 4,444 shares; 2025Q3: 3,478 shares; 2025Q4: 3,430 shares 3,430 $1.96M 0.12% -48 Timeline UAUG 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: 56,600 shares; 2024Q4: 52,117 shares; 2025Q1: 48,585 shares; 2025Q2: 48,585 shares; 2025Q3: 51,717 shares; 2025Q4: 48,791 shares 48,791 $1.95M 0.12% -2,926 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 1,974 shares; 2025Q1: 1,632 shares; 2025Q2: 2,661 shares; 2025Q3: 3,029 shares; 2025Q4: 2,876 shares 2,876 $1.94M 0.11% -153 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,960 shares; 2024Q4: 44,042 shares; 2025Q1: 42,821 shares; 2025Q2: 42,766 shares; 2025Q3: 42,286 shares; 2025Q4: 42,225 shares 42,225 $1.9M 0.11% -61 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 6,341 shares; 2025Q1: not reported; 2025Q2: 3,904 shares; 2025Q3: 13,062 shares; 2025Q4: 13,891 shares 13,891 $1.88M 0.11% +829 Timeline UFEB 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: not reported; 2024Q4: not reported; 2025Q1: 33,387 shares; 2025Q2: 71,889 shares; 2025Q3: 71,886 shares; 2025Q4: 50,969 shares 50,969 $1.87M 0.11% -20,917 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,707 shares; 2024Q4: 20,239 shares; 2025Q1: 21,066 shares; 2025Q2: 21,730 shares; 2025Q3: 20,892 shares; 2025Q4: 19,600 shares 19,600 $1.87M 0.11% -1,292 Timeline DFAT 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: 7,904 shares; 2024Q4: 11,753 shares; 2025Q1: 21,325 shares; 2025Q2: 23,941 shares; 2025Q3: 27,818 shares; 2025Q4: 30,406 shares 30,406 $1.81M 0.11% +2,588 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: 2,530 shares; 2024Q4: 3,787 shares; 2025Q1: 4,867 shares; 2025Q2: 4,699 shares; 2025Q3: 4,680 shares; 2025Q4: 3,758 shares 3,758 $1.81M 0.11% -922 Timeline UDEC 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: 33,307 shares; 2024Q4: 37,771 shares; 2025Q1: 36,858 shares; 2025Q2: 36,526 shares; 2025Q3: 36,446 shares; 2025Q4: 45,423 shares 45,423 $1.8M 0.11% +8,977 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: 2,285 shares; 2024Q4: 2,403 shares; 2025Q1: 2,537 shares; 2025Q2: 3,600 shares; 2025Q3: 4,488 shares; 2025Q4: 3,779 shares 3,779 $1.79M 0.11% -709 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: 14,766 shares; 2024Q4: 15,281 shares; 2025Q1: 16,229 shares; 2025Q2: 14,895 shares; 2025Q3: 14,057 shares; 2025Q4: 11,521 shares 11,521 $1.78M 0.11% -2,536 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: 5,829 shares; 2024Q4: 5,890 shares; 2025Q1: 5,658 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares; 2025Q4: 5,478 shares 5,478 $1.78M 0.1% -40 Timeline FVAL 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: 3,679 shares; 2024Q4: 3,683 shares; 2025Q1: not reported; 2025Q2: 14,467 shares; 2025Q3: 19,171 shares; 2025Q4: 24,485 shares 24,485 $1.77M 0.1% +5,314 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,443 shares; 2025Q4: 70,752 shares 70,752 $1.76M 0.1% +4,309 Timeline ZAUG 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: 61,708 shares; 2024Q4: 61,479 shares; 2025Q1: 61,378 shares; 2025Q2: 61,175 shares; 2025Q3: 70,294 shares; 2025Q4: 65,465 shares 65,465 $1.75M 0.1% -4,829 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,493 shares; 2025Q3: 17,305 shares; 2025Q4: 23,117 shares 23,117 $1.75M 0.1% +5,812 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,428 shares; 2025Q1: 5,758 shares; 2025Q2: 5,695 shares; 2025Q3: 6,648 shares; 2025Q4: 8,178 shares 8,178 $1.73M 0.1% +1,530 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,375 shares; 2024Q4: 4,528 shares; 2025Q1: 22,108 shares; 2025Q2: 22,452 shares; 2025Q3: 16,701 shares; 2025Q4: 17,987 shares 17,987 $1.73M 0.1% +1,286 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: 40,815 shares; 2024Q4: 40,352 shares; 2025Q1: 38,046 shares; 2025Q2: 37,174 shares; 2025Q3: 37,310 shares; 2025Q4: 18,482 shares 18,482 $1.71M 0.1% -18,828 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,504 shares; 2025Q1: 3,559 shares; 2025Q2: 3,507 shares; 2025Q3: 3,451 shares; 2025Q4: 2,996 shares 2,996 $1.7M 0.1% -455 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,494 shares; 2025Q3: 20,287 shares; 2025Q4: 25,388 shares 25,388 $1.69M 0.1% +5,101 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,766 shares; 2024Q4: 70,665 shares; 2025Q1: 73,252 shares; 2025Q2: 96,434 shares; 2025Q3: 99,184 shares; 2025Q4: 92,073 shares 92,073 $1.68M 0.1% -7,111 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 62,344 shares 62,344 $1.65M 0.1% new 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: 22,942 shares; 2024Q4: 23,884 shares; 2025Q1: 26,712 shares; 2025Q2: 52,019 shares; 2025Q3: 54,435 shares; 2025Q4: 23,593 shares 23,593 $1.65M 0.1% -30,842 Timeline UAPR 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: 60,266 shares; 2024Q4: 58,906 shares; 2025Q1: 54,684 shares; 2025Q2: 53,443 shares; 2025Q3: 53,255 shares; 2025Q4: 50,098 shares 50,098 $1.64M 0.1% -3,157 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,676 shares; 2024Q4: 44,925 shares; 2025Q1: 44,727 shares; 2025Q2: 44,727 shares; 2025Q3: 44,727 shares; 2025Q4: 44,727 shares 44,727 $1.64M 0.1% 0 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: 6,291 shares; 2024Q4: 5,809 shares; 2025Q1: 5,682 shares; 2025Q2: 8,140 shares; 2025Q3: 8,551 shares; 2025Q4: 7,719 shares 7,719 $1.62M 0.1% -832 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: 21,575 shares; 2024Q4: 22,313 shares; 2025Q1: 24,523 shares; 2025Q2: 24,557 shares; 2025Q3: 27,536 shares; 2025Q4: 23,018 shares 23,018 $1.6M 0.09% -4,518 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,793 shares; 2024Q4: 9,218 shares; 2025Q1: 10,837 shares; 2025Q2: 10,078 shares; 2025Q3: 12,493 shares; 2025Q4: 7,436 shares 7,436 $1.59M 0.09% -5,057 Timeline NJUL 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: 73,199 shares; 2024Q4: 71,285 shares; 2025Q1: 72,507 shares; 2025Q2: 68,671 shares; 2025Q3: 70,275 shares; 2025Q4: 21,561 shares 21,561 $1.57M 0.09% -48,714 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,687 shares; 2024Q4: 19,723 shares; 2025Q1: 19,598 shares; 2025Q2: 19,556 shares; 2025Q3: 19,448 shares; 2025Q4: 18,965 shares 18,965 $1.56M 0.09% -483 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,647 shares; 2024Q4: not reported; 2025Q1: 7,066 shares; 2025Q2: 17,484 shares; 2025Q3: 19,306 shares; 2025Q4: 30,609 shares 30,609 $1.56M 0.09% +11,303 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,844 shares; 2025Q3: 13,875 shares; 2025Q4: 29,396 shares 29,396 $1.55M 0.09% +15,521 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,608 shares; 2024Q4: 13,998 shares; 2025Q1: 14,989 shares; 2025Q2: 16,247 shares; 2025Q3: 16,716 shares; 2025Q4: 16,716 shares 16,716 $1.54M 0.09% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,637 shares 1,637 $1.53M 0.09% +318 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 9,635 shares; 2025Q1: 9,178 shares; 2025Q2: 21,560 shares; 2025Q3: 28,722 shares; 2025Q4: 29,331 shares 29,331 $1.52M 0.09% +609 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,500 shares; 2025Q3: 26,047 shares; 2025Q4: 34,075 shares 34,075 $1.5M 0.09% +8,028 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: 21,317 shares; 2024Q4: 20,340 shares; 2025Q1: 21,404 shares; 2025Q2: 21,276 shares; 2025Q3: 22,194 shares; 2025Q4: 22,453 shares 22,453 $1.46M 0.09% +259 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: 16,339 shares; 2024Q4: 18,050 shares; 2025Q1: 18,084 shares; 2025Q2: 17,876 shares; 2025Q3: 17,367 shares; 2025Q4: 33,480 shares 33,480 $1.43M 0.08% +16,113 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: 2,596 shares; 2024Q4: 2,409 shares; 2025Q1: 9,906 shares; 2025Q2: 15,781 shares; 2025Q3: 9,081 shares; 2025Q4: 24,635 shares 24,635 $1.43M 0.08% +15,554 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 11,567 shares; 2025Q1: 5,021 shares; 2025Q2: 16,112 shares; 2025Q3: 22,663 shares; 2025Q4: 25,071 shares 25,071 $1.42M 0.08% +2,408 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,045 shares; 2024Q4: 15,436 shares; 2025Q1: 15,167 shares; 2025Q2: 13,296 shares; 2025Q3: 13,183 shares; 2025Q4: 9,857 shares 9,857 $1.41M 0.08% -3,326 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,672 shares; 2024Q4: 147,348 shares; 2025Q1: 85,835 shares; 2025Q2: 89,935 shares; 2025Q3: 86,905 shares; 2025Q4: 86,830 shares 86,830 $1.41M 0.08% -75 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,452 shares; 2024Q4: 14,130 shares; 2025Q1: 16,941 shares; 2025Q2: 11,810 shares; 2025Q3: 11,602 shares; 2025Q4: 14,305 shares 14,305 $1.41M 0.08% +2,703 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: 34,749 shares; 2024Q4: 37,748 shares; 2025Q1: 41,111 shares; 2025Q2: 41,024 shares; 2025Q3: 39,925 shares; 2025Q4: 34,564 shares 34,564 $1.41M 0.08% -5,361 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 15,126 shares; 2025Q1: 16,367 shares; 2025Q2: 12,500 shares; 2025Q3: 12,779 shares; 2025Q4: 29,621 shares 29,621 $1.4M 0.08% +16,842 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,763 shares; 2024Q4: 6,775 shares; 2025Q1: 6,464 shares; 2025Q2: 6,398 shares; 2025Q3: 6,212 shares; 2025Q4: 6,236 shares 6,236 $1.4M 0.08% +24 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,528 shares; 2024Q4: 32,528 shares; 2025Q1: 31,868 shares; 2025Q2: 31,868 shares; 2025Q3: 31,868 shares; 2025Q4: 31,834 shares 31,834 $1.38M 0.08% -34 Timeline ZOCT 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: not reported; 2024Q4: 55,022 shares; 2025Q1: 55,022 shares; 2025Q2: 54,804 shares; 2025Q3: 52,670 shares; 2025Q4: 51,062 shares 51,062 $1.37M 0.08% -1,608 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: 11,220 shares; 2024Q4: 12,133 shares; 2025Q1: 11,242 shares; 2025Q2: 9,937 shares; 2025Q3: 9,842 shares; 2025Q4: 9,543 shares 9,543 $1.37M 0.08% -299 Timeline FDEC 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: 13,301 shares; 2025Q2: 16,412 shares; 2025Q3: 21,716 shares; 2025Q4: 26,692 shares 26,692 $1.37M 0.08% +4,976 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,294 shares; 2025Q3: 20,142 shares; 2025Q4: 20,214 shares 20,214 $1.36M 0.08% +72 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: 2,178 shares; 2024Q4: 2,282 shares; 2025Q1: 3,166 shares; 2025Q2: 3,338 shares; 2025Q3: 3,925 shares; 2025Q4: 4,463 shares 4,463 $1.36M 0.08% +538 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 8,726 shares; 2025Q1: 4,327 shares; 2025Q2: 7,308 shares; 2025Q3: 7,863 shares; 2025Q4: 8,115 shares 8,115 $1.35M 0.08% +252 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,678 shares; 2024Q4: 6,741 shares; 2025Q1: 7,573 shares; 2025Q2: 7,457 shares; 2025Q3: 12,955 shares; 2025Q4: 12,646 shares 12,646 $1.35M 0.08% -309 Timeline IEV 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: 19,726 shares; 2024Q4: 18,114 shares; 2025Q1: 20,542 shares; 2025Q2: 20,744 shares; 2025Q3: 19,674 shares; 2025Q4: 19,262 shares 19,262 $1.32M 0.08% -412 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: 4,600 shares; 2025Q1: 11,240 shares; 2025Q2: 23,097 shares; 2025Q3: 19,969 shares; 2025Q4: 19,543 shares 19,543 $1.3M 0.08% -426 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 675 shares; 2025Q1: 594 shares; 2025Q2: 679 shares; 2025Q3: 661 shares; 2025Q4: 636 shares 636 $1.28M 0.08% -25 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: 7,685 shares; 2024Q4: 7,763 shares; 2025Q1: 8,110 shares; 2025Q2: 8,452 shares; 2025Q3: 8,492 shares; 2025Q4: 7,960 shares 7,960 $1.28M 0.08% -532 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: 17,055 shares; 2024Q4: 15,020 shares; 2025Q1: 19,593 shares; 2025Q2: 21,430 shares; 2025Q3: 8,830 shares; 2025Q4: 22,825 shares 22,825 $1.28M 0.08% +13,995 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,926 shares; 2024Q4: 9,806 shares; 2025Q1: 14,999 shares; 2025Q2: 13,887 shares; 2025Q3: 6,027 shares; 2025Q4: 5,514 shares 5,514 $1.26M 0.07% -513 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,521 shares; 2025Q1: 76,521 shares; 2025Q2: 76,521 shares; 2025Q3: 76,525 shares; 2025Q4: 76,521 shares 76,521 $1.25M 0.07% -4 Timeline SPMB 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: 29,469 shares; 2024Q4: 55,923 shares; 2025Q1: 68,321 shares; 2025Q2: 83,987 shares; 2025Q3: 84,568 shares; 2025Q4: 55,311 shares 55,311 $1.24M 0.07% -29,257 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: 21,393 shares; 2024Q4: 20,224 shares; 2025Q1: 20,805 shares; 2025Q2: 17,311 shares; 2025Q3: 18,200 shares; 2025Q4: 16,073 shares 16,073 $1.24M 0.07% -2,127 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: 17,772 shares; 2024Q4: 17,942 shares; 2025Q1: 22,453 shares; 2025Q2: 24,099 shares; 2025Q3: 7,975 shares; 2025Q4: 23,322 shares 23,322 $1.23M 0.07% +15,347 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: 3,143 shares; 2024Q4: 2,558 shares; 2025Q1: 2,518 shares; 2025Q2: 2,917 shares; 2025Q3: 12,680 shares; 2025Q4: 12,776 shares 12,776 $1.23M 0.07% +96 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: 51,933 shares; 2024Q4: 37,773 shares; 2025Q1: 9,581 shares; 2025Q2: 8,473 shares; 2025Q3: 8,775 shares; 2025Q4: 11,644 shares 11,644 $1.23M 0.07% +2,869 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: 4,477 shares; 2024Q4: 4,521 shares; 2025Q1: 4,687 shares; 2025Q2: 4,149 shares; 2025Q3: 4,237 shares; 2025Q4: 3,991 shares 3,991 $1.22M 0.07% -246 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,438 shares; 2024Q4: 10,114 shares; 2025Q1: 8,438 shares; 2025Q2: 10,163 shares; 2025Q3: 14,561 shares; 2025Q4: 15,119 shares 15,119 $1.22M 0.07% +558 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,321 shares; 2024Q4: 34,829 shares; 2025Q1: 31,022 shares; 2025Q2: 30,106 shares; 2025Q3: 27,498 shares; 2025Q4: 25,769 shares 25,769 $1.21M 0.07% -1,729 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,627 shares; 2025Q3: 40,818 shares; 2025Q4: 44,759 shares 44,759 $1.21M 0.07% +3,941 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,469 shares; 2025Q1: not reported; 2025Q2: 3,853 shares; 2025Q3: 4,640 shares; 2025Q4: 5,205 shares 5,205 $1.2M 0.07% +565 Timeline EEMV 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: 35,374 shares; 2024Q4: 34,241 shares; 2025Q1: 29,648 shares; 2025Q2: 24,652 shares; 2025Q3: 22,153 shares; 2025Q4: 18,538 shares 18,538 $1.19M 0.07% -3,615 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,569 shares; 2025Q4: 4,880 shares 4,880 $1.18M 0.07% +3,311 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,613 shares; 2024Q4: 5,968 shares; 2025Q1: 6,465 shares; 2025Q2: 6,095 shares; 2025Q3: 6,101 shares; 2025Q4: 5,347 shares 5,347 $1.17M 0.07% -754 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: 690 shares; 2024Q4: 1,166 shares; 2025Q1: 1,154 shares; 2025Q2: 1,782 shares; 2025Q3: 2,751 shares; 2025Q4: 1,792 shares 1,792 $1.17M 0.07% -959 Timeline BJUL 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: 33,016 shares; 2024Q4: 31,205 shares; 2025Q1: 26,386 shares; 2025Q2: 24,671 shares; 2025Q3: 24,092 shares; 2025Q4: 22,851 shares 22,851 $1.16M 0.07% -1,241 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: 11,043 shares; 2024Q4: 11,627 shares; 2025Q1: 11,309 shares; 2025Q2: 10,664 shares; 2025Q3: 10,467 shares; 2025Q4: 10,186 shares 10,186 $1.16M 0.07% -281 Timeline USEP 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: 29,539 shares; 2024Q4: 29,539 shares; 2025Q1: 29,428 shares; 2025Q2: 29,428 shares; 2025Q3: 29,761 shares; 2025Q4: 29,428 shares 29,428 $1.16M 0.07% -333 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,763 shares; 2025Q2: 27,592 shares; 2025Q3: 27,595 shares; 2025Q4: 24,993 shares 24,993 $1.16M 0.07% -2,602 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: 12,859 shares; 2024Q4: 19,646 shares; 2025Q1: 20,316 shares; 2025Q2: 16,664 shares; 2025Q3: 21,792 shares; 2025Q4: 20,591 shares 20,591 $1.13M 0.07% -1,201 Timeline SCHE 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: 21,384 shares; 2024Q4: 26,709 shares; 2025Q1: 28,634 shares; 2025Q2: 25,413 shares; 2025Q3: 27,594 shares; 2025Q4: 33,475 shares 33,475 $1.1M 0.06% +5,881 Timeline AVES 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: 41,073 shares; 2024Q4: 43,973 shares; 2025Q1: 47,305 shares; 2025Q2: 50,542 shares; 2025Q3: 50,728 shares; 2025Q4: 18,549 shares 18,549 $1.08M 0.06% -32,179 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: 6,948 shares; 2024Q4: 6,516 shares; 2025Q1: 6,588 shares; 2025Q2: 6,442 shares; 2025Q3: 6,557 shares; 2025Q4: 6,061 shares 6,061 $1.08M 0.06% -496 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: 3,730 shares; 2024Q4: 3,512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,318 shares 16,318 $1.06M 0.06% new Timeline VIOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,920 shares; 2025Q3: 3,681 shares; 2025Q4: 8,731 shares 8,731 $1.06M 0.06% +5,050 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,146 shares; 2025Q1: 1,282 shares; 2025Q2: 1,333 shares; 2025Q3: 1,688 shares; 2025Q4: 1,189 shares 1,189 $1.04M 0.06% -499 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,444 shares; 2024Q4: 35,298 shares; 2025Q1: 31,971 shares; 2025Q2: 24,246 shares; 2025Q3: 20,779 shares; 2025Q4: 18,008 shares 18,008 $1.04M 0.06% -2,771 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,256 shares; 2025Q2: 4,707 shares; 2025Q3: 5,057 shares; 2025Q4: 5,071 shares 5,071 $1.04M 0.06% +14 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,829 shares; 2024Q4: 17,360 shares; 2025Q1: 23,407 shares; 2025Q2: 24,396 shares; 2025Q3: 29,825 shares; 2025Q4: 32,894 shares 32,894 $1.02M 0.06% +3,069 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: 3,038 shares; 2024Q4: 2,283 shares; 2025Q1: 3,793 shares; 2025Q2: 4,409 shares; 2025Q3: 5,440 shares; 2025Q4: 6,569 shares 6,569 $1.02M 0.06% +1,129 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: 796 shares; 2024Q4: 9,790 shares; 2025Q1: 8,878 shares; 2025Q2: 7,837 shares; 2025Q3: 6,915 shares; 2025Q4: 5,810 shares 5,810 $995K 0.06% -1,105 Timeline SJNK 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: 37,225 shares; 2024Q4: 38,538 shares; 2025Q1: 33,463 shares; 2025Q2: 40,214 shares; 2025Q3: 40,914 shares; 2025Q4: 39,259 shares 39,259 $994K 0.06% -1,655 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: 1,234 shares; 2024Q4: 1,297 shares; 2025Q1: 1,309 shares; 2025Q2: 7,882 shares; 2025Q3: 5,473 shares; 2025Q4: 5,677 shares 5,677 $985K 0.06% +204 Timeline UJUL 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: 13,643 shares; 2024Q4: 13,643 shares; 2025Q1: 13,764 shares; 2025Q2: 13,764 shares; 2025Q3: 24,787 shares; 2025Q4: 25,045 shares 25,045 $970K 0.06% +258 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: 6,163 shares; 2024Q4: 7,307 shares; 2025Q1: 6,511 shares; 2025Q2: 7,077 shares; 2025Q3: 12,460 shares; 2025Q4: 7,310 shares 7,310 $970K 0.06% -5,150 Timeline SNTH 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: 11,593 shares; 2025Q4: 34,321 shares 34,321 $950K 0.06% +22,728 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: 3,271 shares; 2024Q4: 3,313 shares; 2025Q1: 3,128 shares; 2025Q2: 2,934 shares; 2025Q3: 4,358 shares; 2025Q4: 3,833 shares 3,833 $943K 0.06% -525 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: 15,555 shares; 2024Q4: 15,767 shares; 2025Q1: 16,637 shares; 2025Q2: 17,674 shares; 2025Q3: 17,827 shares; 2025Q4: 10,740 shares 10,740 $937K 0.06% -7,087 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 3,346 shares; 2025Q1: 4,650 shares; 2025Q2: 4,672 shares; 2025Q3: 5,330 shares; 2025Q4: 4,293 shares 4,293 $932K 0.06% -1,037 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,811 shares; 2024Q4: 8,640 shares; 2025Q1: 30,739 shares; 2025Q2: 15,663 shares; 2025Q3: 16,380 shares; 2025Q4: 19,649 shares 19,649 $927K 0.05% +3,269 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 8,235 shares; 2025Q1: 8,383 shares; 2025Q2: 10,115 shares; 2025Q3: 10,270 shares; 2025Q4: 5,022 shares 5,022 $921K 0.05% -5,248 Timeline BUFF 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: not reported; 2024Q4: 12,665 shares; 2025Q1: 12,665 shares; 2025Q2: 18,436 shares; 2025Q3: 18,436 shares; 2025Q4: 18,436 shares 18,436 $919K 0.05% 0 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,985 shares; 2025Q4: 7,192 shares 7,192 $919K 0.05% +1,207 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: 21,800 shares; 2024Q4: 23,449 shares; 2025Q1: 22,074 shares; 2025Q2: 21,561 shares; 2025Q3: 21,358 shares; 2025Q4: 20,315 shares 20,315 $902K 0.05% -1,043 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 3,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,077 shares 14,077 $897K 0.05% new 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: 3,842 shares; 2024Q4: 3,850 shares; 2025Q1: 3,936 shares; 2025Q2: 4,681 shares; 2025Q3: 4,109 shares; 2025Q4: 2,713 shares 2,713 $896K 0.05% -1,396 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: 2,479 shares; 2024Q4: 3,173 shares; 2025Q1: 3,350 shares; 2025Q2: 2,957 shares; 2025Q3: 2,803 shares; 2025Q4: 3,063 shares 3,063 $889K 0.05% +260 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: 4,848 shares; 2024Q4: 5,466 shares; 2025Q1: 5,628 shares; 2025Q2: 8,749 shares; 2025Q3: 9,297 shares; 2025Q4: 9,538 shares 9,538 $889K 0.05% +241 Timeline POCT 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: 23,064 shares; 2024Q4: 24,061 shares; 2025Q1: 24,100 shares; 2025Q2: 24,808 shares; 2025Q3: 24,366 shares; 2025Q4: 20,172 shares 20,172 $886K 0.05% -4,194 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: not reported; 2024Q4: not reported; 2025Q1: 8,555 shares; 2025Q2: 9,308 shares; 2025Q3: 16,059 shares; 2025Q4: 17,396 shares 17,396 $875K 0.05% +1,337 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 5,000 shares; 2025Q1: 5,700 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 9,900 shares 9,900 $871K 0.05% +2,500 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,369 shares; 2025Q2: 24,259 shares; 2025Q3: 18,668 shares; 2025Q4: 17,857 shares 17,857 $869K 0.05% -811 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: 2,698 shares; 2024Q4: 2,742 shares; 2025Q1: 2,714 shares; 2025Q2: 2,552 shares; 2025Q3: 2,403 shares; 2025Q4: 1,779 shares 1,779 $861K 0.05% -624 Timeline AVGE 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: 7,358 shares; 2024Q4: 7,497 shares; 2025Q1: 8,241 shares; 2025Q2: 8,250 shares; 2025Q3: 9,149 shares; 2025Q4: 9,989 shares 9,989 $858K 0.05% +840 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: 14,992 shares; 2024Q4: 5,579 shares; 2025Q1: 10,293 shares; 2025Q2: 8,004 shares; 2025Q3: 8,589 shares; 2025Q4: 10,006 shares 10,006 $854K 0.05% +1,417 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: 5,243 shares; 2024Q4: 5,236 shares; 2025Q1: 4,962 shares; 2025Q2: 4,915 shares; 2025Q3: 4,873 shares; 2025Q4: 4,860 shares 4,860 $853K 0.05% -13 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 4,045 shares; 2025Q1: 4,631 shares; 2025Q2: 4,738 shares; 2025Q3: 5,021 shares; 2025Q4: 4,985 shares 4,985 $850K 0.05% -36 Timeline BAPR 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: 69,588 shares; 2024Q4: 67,361 shares; 2025Q1: 30,957 shares; 2025Q2: 30,027 shares; 2025Q3: 28,442 shares; 2025Q4: 17,669 shares 17,669 $848K 0.05% -10,773 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: 2,886 shares; 2024Q4: 2,935 shares; 2025Q1: 3,021 shares; 2025Q2: 3,027 shares; 2025Q3: 3,049 shares; 2025Q4: 2,276 shares 2,276 $842K 0.05% -773 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,598 shares; 2024Q4: 13,668 shares; 2025Q1: 13,098 shares; 2025Q2: 13,098 shares; 2025Q3: 12,846 shares; 2025Q4: 18,694 shares 18,694 $839K 0.05% +5,848 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: 25,416 shares; 2024Q4: 21,622 shares; 2025Q1: 21,338 shares; 2025Q2: 20,074 shares; 2025Q3: 20,090 shares; 2025Q4: 17,743 shares 17,743 $835K 0.05% -2,347 Timeline VUSE 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: 9,759 shares; 2025Q3: 11,399 shares; 2025Q4: 12,626 shares 12,626 $834K 0.05% +1,227 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: 46,227 shares; 2024Q4: 47,169 shares; 2025Q1: 44,999 shares; 2025Q2: 38,830 shares; 2025Q3: 36,739 shares; 2025Q4: 33,313 shares 33,313 $829K 0.05% -3,426 Timeline PHYL 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: not reported; 2024Q4: 33,855 shares; 2025Q1: 39,179 shares; 2025Q2: 16,808 shares; 2025Q3: 23,225 shares; 2025Q4: 23,287 shares 23,287 $826K 0.05% +62 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: 13,943 shares; 2024Q4: 14,111 shares; 2025Q1: 13,675 shares; 2025Q2: 9,333 shares; 2025Q3: 9,561 shares; 2025Q4: 9,328 shares 9,328 $825K 0.05% -233 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,617 shares; 2025Q3: 20,846 shares; 2025Q4: 16,481 shares 16,481 $824K 0.05% -4,365 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,922 shares; 2025Q3: 11,187 shares; 2025Q4: 11,750 shares 11,750 $820K 0.05% +563 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,122 shares; 2024Q4: 47,749 shares; 2025Q1: 42,689 shares; 2025Q2: 43,727 shares; 2025Q3: 42,842 shares; 2025Q4: 20,977 shares 20,977 $818K 0.05% -21,865 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: 7,010 shares; 2025Q1: 7,010 shares; 2025Q2: 7,010 shares; 2025Q3: 17,482 shares; 2025Q4: 18,227 shares 18,227 $808K 0.05% +745 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 14,800 shares; 2025Q1: 15,355 shares; 2025Q2: 16,330 shares; 2025Q3: 17,166 shares; 2025Q4: 17,428 shares 17,428 $800K 0.05% +262 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,780 shares 31,780 $795K 0.05% 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: 4,936 shares; 2024Q4: 4,027 shares; 2025Q1: 11,007 shares; 2025Q2: 8,319 shares; 2025Q3: 8,848 shares; 2025Q4: 11,017 shares 11,017 $782K 0.05% +2,169 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: 1,652 shares; 2024Q4: 2,611 shares; 2025Q1: 2,824 shares; 2025Q2: 3,320 shares; 2025Q3: 2,748 shares; 2025Q4: 2,730 shares 2,730 $779K 0.05% -18 Timeline VSDA 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: not reported; 2024Q4: not reported; 2025Q1: 48,391 shares; 2025Q2: 49,200 shares; 2025Q3: 51,290 shares; 2025Q4: 14,737 shares 14,737 $778K 0.05% -36,553 Timeline VIDI 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: 19,860 shares; 2025Q3: 22,520 shares; 2025Q4: 22,850 shares 22,850 $770K 0.05% +330 Timeline BSEP 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: 27,850 shares; 2024Q4: 26,890 shares; 2025Q1: 26,386 shares; 2025Q2: 21,854 shares; 2025Q3: 21,779 shares; 2025Q4: 15,496 shares 15,496 $763K 0.05% -6,283 Timeline URTH 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: 1,618 shares; 2025Q2: 4,320 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares 4,080 $758K 0.04% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,144 shares; 2025Q4: 10,587 shares 10,587 $756K 0.04% +2,443 Timeline XLB 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: 2,992 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,998 shares; 2025Q3: 9,048 shares; 2025Q4: 16,667 shares 16,667 $756K 0.04% +7,619 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: 6,010 shares; 2024Q4: 9,045 shares; 2025Q1: 10,134 shares; 2025Q2: 7,805 shares; 2025Q3: 7,917 shares; 2025Q4: 8,018 shares 8,018 $751K 0.04% +101 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: 2,418 shares; 2024Q4: 4,104 shares; 2025Q1: 4,901 shares; 2025Q2: 3,064 shares; 2025Q3: 3,243 shares; 2025Q4: 2,079 shares 2,079 $749K 0.04% -1,164 Timeline BFEB 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: not reported; 2024Q4: not reported; 2025Q1: 14,699 shares; 2025Q2: 18,257 shares; 2025Q3: 18,122 shares; 2025Q4: 15,330 shares 15,330 $746K 0.04% -2,792 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: 5,691 shares; 2024Q4: 5,610 shares; 2025Q1: 5,489 shares; 2025Q2: 5,393 shares; 2025Q3: 4,610 shares; 2025Q4: 4,636 shares 4,636 $742K 0.04% +26 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 137 shares 137 $734K 0.04% +19 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,471 shares; 2024Q4: 14,121 shares; 2025Q1: 13,905 shares; 2025Q2: 11,222 shares; 2025Q3: 10,439 shares; 2025Q4: 9,805 shares 9,805 $726K 0.04% -634 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: 4,279 shares; 2024Q4: not reported; 2025Q1: 11,209 shares; 2025Q2: 11,214 shares; 2025Q3: 14,195 shares; 2025Q4: 14,200 shares 14,200 $723K 0.04% +5 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,695 shares; 2025Q1: 31,676 shares; 2025Q2: 131,834 shares; 2025Q3: 157,526 shares; 2025Q4: 20,412 shares 20,412 $721K 0.04% -137,114 Timeline BAUG 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: 14,758 shares; 2024Q4: 14,758 shares; 2025Q1: 14,541 shares; 2025Q2: 14,452 shares; 2025Q3: 14,452 shares; 2025Q4: 14,167 shares 14,167 $709K 0.04% -285 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: 7,953 shares; 2024Q4: 7,141 shares; 2025Q1: 8,065 shares; 2025Q2: 6,859 shares; 2025Q3: 7,558 shares; 2025Q4: 4,576 shares 4,576 $705K 0.04% -2,982 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: 9,189 shares; 2024Q4: 9,047 shares; 2025Q1: 9,065 shares; 2025Q2: 8,763 shares; 2025Q3: 8,930 shares; 2025Q4: 3,611 shares 3,611 $704K 0.04% -5,319 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,967 shares; 2024Q4: 16,367 shares; 2025Q1: 27,751 shares; 2025Q2: 14,301 shares; 2025Q3: 28,606 shares; 2025Q4: 12,823 shares 12,823 $703K 0.04% -15,783 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: 10,864 shares; 2024Q4: 10,543 shares; 2025Q1: 10,912 shares; 2025Q2: 12,826 shares; 2025Q3: 12,476 shares; 2025Q4: 12,142 shares 12,142 $700K 0.04% -334 Timeline PTNQ 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: 3,542 shares; 2024Q4: 2,993 shares; 2025Q1: 4,831 shares; 2025Q2: 6,182 shares; 2025Q3: 7,742 shares; 2025Q4: 8,874 shares 8,874 $698K 0.04% +1,132 Timeline BMAR 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: 19,899 shares; 2024Q4: 19,414 shares; 2025Q1: 13,311 shares; 2025Q2: 13,311 shares; 2025Q3: 13,311 shares; 2025Q4: 13,101 shares 13,101 $695K 0.04% -210 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,710 shares; 2025Q1: 4,948 shares; 2025Q2: 4,384 shares; 2025Q3: 4,240 shares; 2025Q4: 4,283 shares 4,283 $692K 0.04% +43 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: not reported; 2024Q4: not reported; 2025Q1: 8,637 shares; 2025Q2: 10,547 shares; 2025Q3: 16,583 shares; 2025Q4: 18,046 shares 18,046 $692K 0.04% +1,463 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: 28,089 shares; 2024Q4: 30,769 shares; 2025Q1: 35,780 shares; 2025Q2: 30,749 shares; 2025Q3: 31,285 shares; 2025Q4: 27,758 shares 27,758 $690K 0.04% -3,527 Timeline DFIC 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: 15,148 shares; 2024Q4: 18,331 shares; 2025Q1: 21,147 shares; 2025Q2: 21,157 shares; 2025Q3: 20,495 shares; 2025Q4: 19,849 shares 19,849 $684K 0.04% -646 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,257 shares; 2025Q2: 7,152 shares; 2025Q3: 9,842 shares; 2025Q4: 7,403 shares 7,403 $683K 0.04% -2,439 Timeline IYE 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: 4,606 shares; 2024Q4: 7,316 shares; 2025Q1: 4,241 shares; 2025Q2: not reported; 2025Q3: 12,369 shares; 2025Q4: 14,282 shares 14,282 $679K 0.04% +1,913 Timeline RPG 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: 13,089 shares; 2024Q4: 13,089 shares; 2025Q1: 16,126 shares; 2025Q2: 14,726 shares; 2025Q3: 14,622 shares; 2025Q4: 14,542 shares 14,542 $679K 0.04% -80 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: 5,176 shares; 2024Q4: 5,523 shares; 2025Q1: 9,672 shares; 2025Q2: 12,139 shares; 2025Q3: 10,758 shares; 2025Q4: 4,316 shares 4,316 $676K 0.04% -6,442 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,643 shares; 2025Q2: 17,488 shares; 2025Q3: 14,959 shares; 2025Q4: 21,303 shares 21,303 $675K 0.04% +6,344 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: 4,314 shares; 2024Q4: 4,300 shares; 2025Q1: 5,853 shares; 2025Q2: 5,592 shares; 2025Q3: 5,259 shares; 2025Q4: 5,201 shares 5,201 $672K 0.04% -58 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,639 shares; 2025Q1: 12,737 shares; 2025Q2: 12,731 shares; 2025Q3: 9,254 shares; 2025Q4: 3,444 shares 3,444 $671K 0.04% -5,810 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,172 shares; 2024Q4: 171,813 shares; 2025Q1: 93,864 shares; 2025Q2: 23,146 shares; 2025Q3: 23,879 shares; 2025Q4: 16,208 shares 16,208 $670K 0.04% -7,671 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: 24,743 shares; 2024Q4: 6,311 shares; 2025Q1: 9,916 shares; 2025Q2: 8,498 shares; 2025Q3: 12,382 shares; 2025Q4: 13,191 shares 13,191 $667K 0.04% +809 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,609 shares; 2025Q4: 16,587 shares 16,587 $666K 0.04% +2,978 Timeline GSEP 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: 17,179 shares 17,179 $666K 0.04% new 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: 7,124 shares; 2024Q4: 13,487 shares; 2025Q1: 13,771 shares; 2025Q2: 10,495 shares; 2025Q3: 10,528 shares; 2025Q4: 4,761 shares 4,761 $663K 0.04% -5,767 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,216 shares; 2025Q4: 3,638 shares 3,638 $659K 0.04% +422 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,781 shares; 2024Q4: 12,445 shares; 2025Q1: 7,586 shares; 2025Q2: 1,852 shares; 2025Q3: 5,103 shares; 2025Q4: 4,999 shares 4,999 $658K 0.04% -104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 4,943 shares; 2025Q4: 4,751 shares 4,751 $651K 0.04% -192 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,764 shares; 2024Q4: 10,256 shares; 2025Q1: 9,567 shares; 2025Q2: 9,089 shares; 2025Q3: 10,955 shares; 2025Q4: 14,364 shares 14,364 $649K 0.04% +3,409 Timeline DDFL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,789 shares; 2025Q4: 31,513 shares 31,513 $648K 0.04% -23,276 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,480 shares; 2024Q4: 12,710 shares; 2025Q1: 11,051 shares; 2025Q2: 10,614 shares; 2025Q3: 10,526 shares; 2025Q4: 8,327 shares 8,327 $646K 0.04% -2,199 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: 8,727 shares; 2024Q4: 7,704 shares; 2025Q1: 10,045 shares; 2025Q2: 8,640 shares; 2025Q3: 9,225 shares; 2025Q4: 6,504 shares 6,504 $645K 0.04% -2,721 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,556 shares; 2024Q4: 25,902 shares; 2025Q1: 25,846 shares; 2025Q2: 17,236 shares; 2025Q3: 18,453 shares; 2025Q4: 18,544 shares 18,544 $643K 0.04% +91 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,266 shares; 2025Q3: 339,536 shares; 2025Q4: 24,042 shares 24,042 $641K 0.04% -315,494 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,239 shares; 2025Q4: 1,648 shares 1,648 $641K 0.04% +409 Timeline ILDR 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: 12,419 shares; 2025Q2: 13,521 shares; 2025Q3: 17,579 shares; 2025Q4: 19,429 shares 19,429 $641K 0.04% +1,850 Timeline MLRG 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: 8,320 shares; 2025Q1: 7,620 shares; 2025Q2: 7,040 shares; 2025Q3: 6,788 shares; 2025Q4: 6,788 shares 6,788 $641K 0.04% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 1,066 shares; 2025Q4: 1,647 shares 1,647 $641K 0.04% +581 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,917 shares; 2024Q4: 3,927 shares; 2025Q1: 3,581 shares; 2025Q2: 3,420 shares; 2025Q3: 3,453 shares; 2025Q4: 3,434 shares 3,434 $637K 0.04% -19 Timeline JULM 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: 18,280 shares; 2025Q4: 18,650 shares 18,650 $627K 0.04% +370 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,571 shares; 2025Q4: 11,819 shares 11,819 $625K 0.04% +4,248 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: 411 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 1,158 shares; 2025Q3: 1,375 shares; 2025Q4: 572 shares 572 $613K 0.04% -803 Timeline FTCB 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: 12,742 shares; 2025Q2: 13,592 shares; 2025Q3: 25,344 shares; 2025Q4: 28,782 shares 28,782 $611K 0.04% +3,438 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: 5,592 shares; 2024Q4: 5,828 shares; 2025Q1: 5,521 shares; 2025Q2: 5,529 shares; 2025Q3: 5,337 shares; 2025Q4: 4,608 shares 4,608 $610K 0.04% -729 Timeline SIZE 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: 4,275 shares; 2024Q4: 4,273 shares; 2025Q1: 4,141 shares; 2025Q2: 4,052 shares; 2025Q3: 4,047 shares; 2025Q4: 3,770 shares 3,770 $609K 0.04% -277 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,168 shares; 2024Q4: 26,887 shares; 2025Q1: 30,238 shares; 2025Q2: 30,293 shares; 2025Q3: 11,377 shares; 2025Q4: 10,628 shares 10,628 $606K 0.04% -749 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,861 shares; 2024Q4: 13,363 shares; 2025Q1: 13,972 shares; 2025Q2: 13,165 shares; 2025Q3: 12,848 shares; 2025Q4: 12,638 shares 12,638 $606K 0.04% -210 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,860 shares; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 3,267 shares 3,267 $605K 0.04% +1,348 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 5,398 shares; 2025Q1: 5,521 shares; 2025Q2: 5,744 shares; 2025Q3: 6,476 shares; 2025Q4: 5,643 shares 5,643 $588K 0.03% -833 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: 7,430 shares; 2024Q4: 6,970 shares; 2025Q1: 4,615 shares; 2025Q2: 3,881 shares; 2025Q3: 3,948 shares; 2025Q4: 3,796 shares 3,796 $583K 0.03% -152 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,850 shares; 2024Q4: 24,662 shares; 2025Q1: 28,324 shares; 2025Q2: 26,837 shares; 2025Q3: 28,748 shares; 2025Q4: 27,358 shares 27,358 $575K 0.03% -1,390 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH 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: 6,692 shares; 2025Q3: 11,404 shares; 2025Q4: 12,319 shares 12,319 $572K 0.03% +915 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: 71,591 shares; 2024Q4: 69,245 shares; 2025Q1: 69,254 shares; 2025Q2: 45,705 shares; 2025Q3: 49,230 shares; 2025Q4: 20,726 shares 20,726 $570K 0.03% -28,504 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: 5,032 shares; 2024Q4: 4,434 shares; 2025Q1: 4,298 shares; 2025Q2: 3,619 shares; 2025Q3: 3,604 shares; 2025Q4: 3,316 shares 3,316 $567K 0.03% -288 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: 4,880 shares; 2024Q4: 4,958 shares; 2025Q1: 4,438 shares; 2025Q2: 4,761 shares; 2025Q3: 4,866 shares; 2025Q4: 1,760 shares 1,760 $561K 0.03% -3,106 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: 1,890 shares; 2025Q2: 1,989 shares; 2025Q3: 3,871 shares; 2025Q4: 2,590 shares 2,590 $556K 0.03% -1,281 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 2,424 shares; 2025Q1: 2,010 shares; 2025Q2: not reported; 2025Q3: 1,976 shares; 2025Q4: 4,642 shares 4,642 $554K 0.03% +2,666 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: 1,277 shares; 2024Q4: 916 shares; 2025Q1: 941 shares; 2025Q2: 915 shares; 2025Q3: 1,037 shares; 2025Q4: 976 shares 976 $554K 0.03% -61 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: 111,225 shares; 2024Q4: 137,346 shares; 2025Q1: 130,219 shares; 2025Q2: 111,581 shares; 2025Q3: 54,021 shares; 2025Q4: 12,013 shares 12,013 $553K 0.03% -42,008 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: 6,769 shares; 2024Q4: 12,762 shares; 2025Q1: 13,092 shares; 2025Q2: 12,902 shares; 2025Q3: 12,916 shares; 2025Q4: 6,992 shares 6,992 $553K 0.03% -5,924 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 10,776 shares; 2025Q1: 14,540 shares; 2025Q2: 12,208 shares; 2025Q3: 11,705 shares; 2025Q4: 10,038 shares 10,038 $549K 0.03% -1,667 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 8,068 shares; 2025Q1: 8,238 shares; 2025Q2: 6,051 shares; 2025Q3: 5,673 shares; 2025Q4: 4,932 shares 4,932 $543K 0.03% -741 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,647 shares; 2024Q4: 14,647 shares; 2025Q1: 14,592 shares; 2025Q2: 15,394 shares; 2025Q3: 15,394 shares; 2025Q4: 14,893 shares 14,893 $540K 0.03% -501 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,478 shares; 2024Q4: 27,096 shares; 2025Q1: 24,589 shares; 2025Q2: 40,290 shares; 2025Q3: 16,616 shares; 2025Q4: 11,372 shares 11,372 $538K 0.03% -5,244 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,805 shares 1,805 $534K 0.03% new 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: 2,498 shares; 2024Q4: 2,491 shares; 2025Q1: 2,981 shares; 2025Q2: 3,639 shares; 2025Q3: 3,722 shares; 2025Q4: 1,138 shares 1,138 $533K 0.03% -2,584 Timeline DDFN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,796 shares 27,796 $533K 0.03% new Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,739 shares; 2025Q1: 53,922 shares; 2025Q2: 38,490 shares; 2025Q3: 26,498 shares; 2025Q4: 18,553 shares 18,553 $528K 0.03% -7,945 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: 54,740 shares; 2024Q4: 39,010 shares; 2025Q1: 32,507 shares; 2025Q2: 26,213 shares; 2025Q3: 26,069 shares; 2025Q4: 18,675 shares 18,675 $527K 0.03% -7,394 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: 58,843 shares; 2024Q4: 60,076 shares; 2025Q1: 39,275 shares; 2025Q2: 38,092 shares; 2025Q3: 35,672 shares; 2025Q4: 11,411 shares 11,411 $526K 0.03% -24,261 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: 4,454 shares; 2024Q4: 4,118 shares; 2025Q1: 2,911 shares; 2025Q2: 1,990 shares; 2025Q3: 2,039 shares; 2025Q4: 2,043 shares 2,043 $526K 0.03% +4 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,946 shares; 2025Q1: 4,511 shares; 2025Q2: 6,017 shares; 2025Q3: not reported; 2025Q4: 9,025 shares 9,025 $525K 0.03% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 5,445 shares; 2025Q4: 6,146 shares 6,146 $515K 0.03% +701 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,531 shares; 2024Q4: 10,581 shares; 2025Q1: 6,468 shares; 2025Q2: 6,423 shares; 2025Q3: 4,732 shares; 2025Q4: 4,700 shares 4,700 $514K 0.03% -32 Timeline CAIQ 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: not reported; 2025Q4: 19,838 shares 19,838 $508K 0.03% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 1,469 shares; 2025Q1: 1,701 shares; 2025Q2: 1,943 shares; 2025Q3: 1,747 shares; 2025Q4: 1,602 shares 1,602 $504K 0.03% -145 Timeline RSJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,209 shares; 2024Q4: 8,258 shares; 2025Q1: 11,281 shares; 2025Q2: 11,566 shares; 2025Q3: 14,287 shares; 2025Q4: 14,574 shares 14,574 $500K 0.03% +287 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: 18,442 shares; 2024Q4: 20,391 shares; 2025Q1: 23,828 shares; 2025Q2: 24,828 shares; 2025Q3: 5,566 shares; 2025Q4: 1,886 shares 1,886 $500K 0.03% -3,680 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: 3,291 shares; 2024Q4: 3,071 shares; 2025Q1: 3,561 shares; 2025Q2: 6,243 shares; 2025Q3: 4,924 shares; 2025Q4: 3,985 shares 3,985 $499K 0.03% -939 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,660 shares; 2025Q1: 10,987 shares; 2025Q2: 11,320 shares; 2025Q3: 14,586 shares; 2025Q4: 16,280 shares 16,280 $492K 0.03% +1,694 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,467 shares; 2025Q3: 5,843 shares; 2025Q4: 6,543 shares 6,543 $482K 0.03% +700 Timeline XAR 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: 1,997 shares 1,997 $482K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,403 shares; 2025Q1: 11,956 shares; 2025Q2: 10,651 shares; 2025Q3: 18,495 shares; 2025Q4: 9,601 shares 9,601 $477K 0.03% -8,894 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: 888 shares; 2024Q4: 881 shares; 2025Q1: 937 shares; 2025Q2: 904 shares; 2025Q3: 909 shares; 2025Q4: 907 shares 907 $474K 0.03% -2 Timeline DMAY 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: 6,598 shares; 2024Q4: 5,533 shares; 2025Q1: 5,401 shares; 2025Q2: 10,798 shares; 2025Q3: 10,593 shares; 2025Q4: 10,458 shares 10,458 $473K 0.03% -135 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: 1,949 shares; 2024Q4: 3,075 shares; 2025Q1: 3,206 shares; 2025Q2: 3,667 shares; 2025Q3: 4,033 shares; 2025Q4: 4,169 shares 4,169 $471K 0.03% +136 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 10,049 shares 10,049 $469K 0.03% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,770 shares; 2024Q4: 11,595 shares; 2025Q1: 23,680 shares; 2025Q2: 10,472 shares; 2025Q3: 26,444 shares; 2025Q4: 9,531 shares 9,531 $467K 0.03% -16,913 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: 2,732 shares; 2024Q4: 2,839 shares; 2025Q1: 3,271 shares; 2025Q2: 1,800 shares; 2025Q3: 1,662 shares; 2025Q4: 528 shares 528 $464K 0.03% -1,134 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 3,060 shares; 2025Q1: 3,508 shares; 2025Q2: 4,386 shares; 2025Q3: 5,126 shares; 2025Q4: 5,861 shares 5,861 $463K 0.03% +735 Timeline BJAN 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: 15,203 shares; 2024Q4: 15,128 shares; 2025Q1: 31,453 shares; 2025Q2: 36,134 shares; 2025Q3: 35,883 shares; 2025Q4: 8,400 shares 8,400 $462K 0.03% -27,483 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 5,823 shares; 2025Q3: 3,341 shares; 2025Q4: 3,861 shares 3,861 $455K 0.03% +520 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 6,386 shares; 2025Q1: 5,549 shares; 2025Q2: 6,434 shares; 2025Q3: 6,432 shares; 2025Q4: 2,811 shares 2,811 $452K 0.03% -3,621 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: 12,095 shares; 2024Q4: 1,997 shares; 2025Q1: 5,050 shares; 2025Q2: 3,723 shares; 2025Q3: 4,297 shares; 2025Q4: 4,504 shares 4,504 $452K 0.03% +207 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER 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: 17,101 shares; 2025Q3: 19,375 shares; 2025Q4: 19,597 shares 19,597 $451K 0.03% +222 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: 6,051 shares; 2024Q4: 6,187 shares; 2025Q1: 7,006 shares; 2025Q2: 8,355 shares; 2025Q3: 8,680 shares; 2025Q4: 1,374 shares 1,374 $450K 0.03% -7,306 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,132 shares; 2024Q4: 8,978 shares; 2025Q1: 10,134 shares; 2025Q2: 9,409 shares; 2025Q3: 9,687 shares; 2025Q4: 7,885 shares 7,885 $448K 0.03% -1,802 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,608 shares; 2024Q4: 5,401 shares; 2025Q1: 5,188 shares; 2025Q2: 4,129 shares; 2025Q3: 3,801 shares; 2025Q4: 3,440 shares 3,440 $443K 0.03% -361 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 13,493 shares; 2025Q1: 9,489 shares; 2025Q2: 10,947 shares; 2025Q3: 9,583 shares; 2025Q4: 9,233 shares 9,233 $443K 0.03% -350 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,478 shares; 2024Q4: 8,181 shares; 2025Q1: 7,640 shares; 2025Q2: 6,343 shares; 2025Q3: 6,099 shares; 2025Q4: 6,326 shares 6,326 $441K 0.03% +227 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,581 shares; 2025Q1: 1,693 shares; 2025Q2: not reported; 2025Q3: 3,093 shares; 2025Q4: 3,100 shares 3,100 $438K 0.03% +7 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,960 shares; 2025Q3: 10,581 shares; 2025Q4: 11,958 shares 11,958 $437K 0.03% +1,377 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,023 shares; 2024Q4: 14,107 shares; 2025Q1: not reported; 2025Q2: 12,704 shares; 2025Q3: 12,547 shares; 2025Q4: 11,637 shares 11,637 $435K 0.03% -910 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,816 shares; 2025Q1: 8,893 shares; 2025Q2: 8,014 shares; 2025Q3: 11,070 shares; 2025Q4: 5,405 shares 5,405 $434K 0.03% -5,665 Timeline DFEB 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: 9,218 shares; 2025Q2: 9,031 shares; 2025Q3: 9,031 shares; 2025Q4: 9,031 shares 9,031 $431K 0.03% 0 Timeline QQQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,925 shares 7,925 $427K 0.03% new 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: 14,596 shares; 2024Q4: 15,724 shares; 2025Q1: 14,070 shares; 2025Q2: 11,450 shares; 2025Q3: 9,809 shares; 2025Q4: 8,875 shares 8,875 $424K 0.03% -934 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,013 shares; 2024Q4: 104,218 shares; 2025Q1: 113,690 shares; 2025Q2: 89,397 shares; 2025Q3: 82,045 shares; 2025Q4: 67,273 shares 67,273 $424K 0.03% -14,772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,969 shares 7,969 $419K 0.02% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,961 shares; 2025Q1: 2,254 shares; 2025Q2: 964 shares; 2025Q3: 1,009 shares; 2025Q4: 1,012 shares 1,012 $418K 0.02% +3 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,751 shares 8,751 $418K 0.02% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 21,608 shares; 2025Q2: 21,608 shares; 2025Q3: 21,608 shares; 2025Q4: 28,223 shares 28,223 $417K 0.02% +6,615 Timeline UCON 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: 17,247 shares; 2024Q4: 16,193 shares; 2025Q1: 16,350 shares; 2025Q2: 16,502 shares; 2025Q3: 16,349 shares; 2025Q4: 16,536 shares 16,536 $416K 0.02% +187 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 3,548 shares; 2025Q1: 3,008 shares; 2025Q2: 5,658 shares; 2025Q3: 2,552 shares; 2025Q4: 1,189 shares 1,189 $416K 0.02% -1,363 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,503 shares 1,503 $416K 0.02% new Timeline PMAR 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: 17,085 shares; 2024Q4: 16,424 shares; 2025Q1: 9,592 shares; 2025Q2: 14,135 shares; 2025Q3: 13,680 shares; 2025Q4: 9,256 shares 9,256 $416K 0.02% -4,424 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: 18,713 shares; 2024Q4: 18,739 shares; 2025Q1: 22,612 shares; 2025Q2: 23,076 shares; 2025Q3: 24,381 shares; 2025Q4: 17,122 shares 17,122 $415K 0.02% -7,259 Timeline SUSL 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: 3,502 shares; 2024Q4: 3,306 shares; 2025Q1: 3,305 shares; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares; 2025Q4: 3,408 shares 3,408 $413K 0.02% +343 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: 5,981 shares; 2024Q4: 5,907 shares; 2025Q1: 5,914 shares; 2025Q2: 2,750 shares; 2025Q3: 2,633 shares; 2025Q4: 2,539 shares 2,539 $413K 0.02% -94 Timeline WCMI 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: 20,663 shares; 2025Q4: 24,245 shares 24,245 $412K 0.02% +3,582 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,779 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,962 shares; 2025Q4: 3,920 shares 3,920 $408K 0.02% -42 Timeline SMLV 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: 3,299 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares 3,110 $408K 0.02% 0 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: 14,754 shares; 2024Q4: 14,402 shares; 2025Q1: 15,234 shares; 2025Q2: 15,091 shares; 2025Q3: 15,197 shares; 2025Q4: 8,244 shares 8,244 $406K 0.02% -6,953 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,258 shares; 2025Q1: 9,271 shares; 2025Q2: 9,250 shares; 2025Q3: 10,157 shares; 2025Q4: 5,644 shares 5,644 $405K 0.02% -4,513 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 3,797 shares; 2025Q1: 4,215 shares; 2025Q2: 5,717 shares; 2025Q3: 5,752 shares; 2025Q4: 4,075 shares 4,075 $405K 0.02% -1,677 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: not reported; 2025Q1: 2,780 shares; 2025Q2: 3,277 shares; 2025Q3: 3,491 shares; 2025Q4: 3,476 shares 3,476 $403K 0.02% -15 Timeline WWJD 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: 31,561 shares; 2024Q4: 26,609 shares; 2025Q1: 21,054 shares; 2025Q2: 15,827 shares; 2025Q3: 9,893 shares; 2025Q4: 11,031 shares 11,031 $402K 0.02% +1,138 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,630 shares; 2025Q1: 2,225 shares; 2025Q2: 1,922 shares; 2025Q3: 1,560 shares; 2025Q4: 1,558 shares 1,558 $400K 0.02% -2 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: 16,870 shares; 2024Q4: 15,836 shares; 2025Q1: 14,856 shares; 2025Q2: 13,442 shares; 2025Q3: 10,059 shares; 2025Q4: 10,819 shares 10,819 $398K 0.02% +760 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,612 shares; 2024Q4: 8,935 shares; 2025Q1: 9,968 shares; 2025Q2: 9,528 shares; 2025Q3: 9,528 shares; 2025Q4: 8,941 shares 8,941 $398K 0.02% -587 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: 11,810 shares; 2024Q4: 14,144 shares; 2025Q1: 16,966 shares; 2025Q2: 17,241 shares; 2025Q3: 8,626 shares; 2025Q4: 8,095 shares 8,095 $398K 0.02% -531 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,970 shares; 2024Q4: 21,377 shares; 2025Q1: 51,604 shares; 2025Q2: 48,293 shares; 2025Q3: 39,283 shares; 2025Q4: 40,797 shares 40,797 $395K 0.02% +1,514 Timeline UMAR 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: not reported; 2024Q4: not reported; 2025Q1: 10,326 shares; 2025Q2: 10,326 shares; 2025Q3: 10,326 shares; 2025Q4: 9,833 shares 9,833 $393K 0.02% -493 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,136 shares; 2025Q1: 1,154 shares; 2025Q2: 386 shares; 2025Q3: 438 shares; 2025Q4: 636 shares 636 $389K 0.02% +198 Timeline QARP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 10,630 shares; 2025Q1: 8,511 shares; 2025Q2: 7,351 shares; 2025Q3: 7,069 shares; 2025Q4: 6,509 shares 6,509 $384K 0.02% -560 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER 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: 10,148 shares; 2025Q3: 11,983 shares; 2025Q4: 12,811 shares 12,811 $377K 0.02% +828 Timeline ZFEB 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: not reported; 2024Q4: not reported; 2025Q1: 27,438 shares; 2025Q2: 39,863 shares; 2025Q3: 14,717 shares; 2025Q4: 14,717 shares 14,717 $374K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,148 shares; 2025Q4: 8,367 shares 8,367 $372K 0.02% +1,219 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,390 shares; 2024Q4: 24,362 shares; 2025Q1: 20,176 shares; 2025Q2: 16,002 shares; 2025Q3: 10,093 shares; 2025Q4: 8,960 shares 8,960 $371K 0.02% -1,133 Timeline UJUN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,853 shares; 2025Q3: 9,853 shares; 2025Q4: 9,853 shares 9,853 $369K 0.02% 0 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,668 shares; 2025Q1: 6,668 shares; 2025Q2: 8,465 shares; 2025Q3: 8,465 shares; 2025Q4: 8,465 shares 8,465 $368K 0.02% 0 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: 902 shares; 2024Q4: 957 shares; 2025Q1: 1,018 shares; 2025Q2: 2,158 shares; 2025Q3: 2,245 shares; 2025Q4: 1,237 shares 1,237 $363K 0.02% -1,008 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: 3,303 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 1,978 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares 2,558 $361K 0.02% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 10,478 shares; 2025Q3: 4,318 shares; 2025Q4: 5,035 shares 5,035 $361K 0.02% +717 Timeline UOCT 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: 7,168 shares; 2024Q4: 9,305 shares; 2025Q1: 9,423 shares; 2025Q2: 9,423 shares; 2025Q3: 13,098 shares; 2025Q4: 9,189 shares 9,189 $359K 0.02% -3,909 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: 2,799 shares; 2024Q4: 2,664 shares; 2025Q1: 2,089 shares; 2025Q2: 1,793 shares; 2025Q3: 1,543 shares; 2025Q4: 1,328 shares 1,328 $356K 0.02% -215 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: 2,503 shares; 2025Q1: 2,619 shares; 2025Q2: 2,226 shares; 2025Q3: 2,796 shares; 2025Q4: 2,715 shares 2,715 $356K 0.02% -81 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: 6,412 shares; 2024Q4: 5,644 shares; 2025Q1: 3,529 shares; 2025Q2: 3,452 shares; 2025Q3: 4,671 shares; 2025Q4: 7,930 shares 7,930 $355K 0.02% +3,259 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: 1,743 shares; 2024Q4: not reported; 2025Q1: 1,876 shares; 2025Q2: 2,206 shares; 2025Q3: 2,394 shares; 2025Q4: 2,773 shares 2,773 $354K 0.02% +379 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,506 shares; 2025Q1: 1,301 shares; 2025Q2: 1,208 shares; 2025Q3: 1,308 shares; 2025Q4: 1,368 shares 1,368 $354K 0.02% +60 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,713 shares; 2024Q4: 102,276 shares; 2025Q1: 90,311 shares; 2025Q2: 82,839 shares; 2025Q3: 79,159 shares; 2025Q4: 9,024 shares 9,024 $353K 0.02% -70,135 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 750 shares; 2025Q1: 796 shares; 2025Q2: 579 shares; 2025Q3: 575 shares; 2025Q4: 619 shares 619 $353K 0.02% +44 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,336 shares; 2024Q4: 29,140 shares; 2025Q1: 29,435 shares; 2025Q2: 27,211 shares; 2025Q3: 20,917 shares; 2025Q4: 20,291 shares 20,291 $352K 0.02% -626 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,689 shares; 2025Q3: 4,710 shares; 2025Q4: 5,464 shares 5,464 $350K 0.02% +754 Timeline BALI 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: 11,038 shares 11,038 $350K 0.02% new Timeline IXJ 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: 3,842 shares; 2024Q4: 3,839 shares; 2025Q1: 3,740 shares; 2025Q2: 3,752 shares; 2025Q3: 3,755 shares; 2025Q4: 3,571 shares 3,571 $348K 0.02% -184 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,256 shares 5,256 $347K 0.02% new 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: 5,204 shares; 2024Q4: 6,673 shares; 2025Q1: 7,112 shares; 2025Q2: 4,781 shares; 2025Q3: 4,866 shares; 2025Q4: 4,645 shares 4,645 $344K 0.02% -221 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $342K 0.02% 0 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: 1,459 shares; 2024Q4: 1,306 shares; 2025Q1: 1,463 shares; 2025Q2: 1,787 shares; 2025Q3: 1,743 shares; 2025Q4: 1,473 shares 1,473 $341K 0.02% -270 Timeline FLCE ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE 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: 12,254 shares; 2025Q3: 12,218 shares; 2025Q4: 11,861 shares 11,861 $339K 0.02% -357 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,896 shares; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 6,896 shares; 2025Q4: 6,896 shares 6,896 $337K 0.02% 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: 3,733 shares; 2024Q4: 3,292 shares; 2025Q1: 1,721 shares; 2025Q2: 1,442 shares; 2025Q3: 1,886 shares; 2025Q4: 1,906 shares 1,906 $335K 0.02% +20 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: 61,456 shares; 2024Q4: 59,742 shares; 2025Q1: 57,405 shares; 2025Q2: 25,653 shares; 2025Q3: 12,305 shares; 2025Q4: 9,030 shares 9,030 $334K 0.02% -3,275 Timeline SPTI 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: 11,495 shares 11,495 $332K 0.02% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 7,152 shares; 2025Q1: 6,976 shares; 2025Q2: 7,791 shares; 2025Q3: 7,358 shares; 2025Q4: 8,727 shares 8,727 $331K 0.02% +1,369 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 3,449 shares 3,449 $329K 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,182 shares; 2024Q4: 12,684 shares; 2025Q1: 12,249 shares; 2025Q2: 12,341 shares; 2025Q3: 10,681 shares; 2025Q4: 6,092 shares 6,092 $329K 0.02% -4,589 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: not reported; 2025Q4: 8,065 shares 8,065 $328K 0.02% new Timeline AQLT 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: 11,645 shares 11,645 $327K 0.02% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 12,672 shares; 2025Q1: 8,547 shares; 2025Q2: 7,708 shares; 2025Q3: 8,423 shares; 2025Q4: 7,608 shares 7,608 $326K 0.02% -815 Timeline SCHR 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: 9,026 shares; 2025Q3: 12,672 shares; 2025Q4: 12,986 shares 12,986 $326K 0.02% +314 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,209 shares; 2025Q1: 1,181 shares; 2025Q2: 537 shares; 2025Q3: 505 shares; 2025Q4: 492 shares 492 $326K 0.02% -13 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,091 shares; 2025Q4: 6,730 shares 6,730 $324K 0.02% +1,639 Timeline