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: 1,452,156 shares; 2024Q4: 1,483,150 shares; 2025Q1: 1,517,901 shares; 2025Q2: 1,648,443 shares; 2025Q3: 1,642,867 shares; 2025Q4: 1,661,237 shares 1,661,237 $557M 8.18% +18,370 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229,808 shares; 2024Q4: 3,359,902 shares; 2025Q1: 3,340,457 shares; 2025Q2: 3,430,347 shares; 2025Q3: 3,272,155 shares; 2025Q4: 3,339,132 shares 3,339,132 $246M 3.61% +66,977 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: 59,541 shares; 2024Q4: 67,888 shares; 2025Q1: 79,081 shares; 2025Q2: 186,655 shares; 2025Q3: 235,307 shares; 2025Q4: 230,276 shares 230,276 $158M 2.32% -5,031 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: 255,400 shares; 2024Q4: 286,408 shares; 2025Q1: 368,654 shares; 2025Q2: 507,505 shares; 2025Q3: 543,776 shares; 2025Q4: 531,978 shares 531,978 $145M 2.12% -11,798 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: 223,916 shares; 2024Q4: 218,767 shares; 2025Q1: 229,949 shares; 2025Q2: 237,854 shares; 2025Q3: 232,623 shares; 2025Q4: 243,232 shares 243,232 $119M 1.74% +10,609 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: 304,480 shares; 2024Q4: 425,192 shares; 2025Q1: 490,833 shares; 2025Q2: 602,850 shares; 2025Q3: 642,982 shares; 2025Q4: 633,764 shares 633,764 $118M 1.74% -9,218 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: 118,902 shares; 2024Q4: 130,425 shares; 2025Q1: 165,602 shares; 2025Q2: 185,451 shares; 2025Q3: 217,696 shares; 2025Q4: 221,500 shares 221,500 $107M 1.57% +3,804 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: 86,929 shares; 2024Q4: 92,247 shares; 2025Q1: 125,348 shares; 2025Q2: 142,948 shares; 2025Q3: 145,005 shares; 2025Q4: 145,586 shares 145,586 $99.6M 1.46% +581 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: 78,672 shares; 2024Q4: 85,085 shares; 2025Q1: 96,643 shares; 2025Q2: 137,724 shares; 2025Q3: 152,583 shares; 2025Q4: 155,474 shares 155,474 $97.5M 1.43% +2,891 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: 391,229 shares; 2024Q4: 419,398 shares; 2025Q1: 437,227 shares; 2025Q2: 425,301 shares; 2025Q3: 471,875 shares; 2025Q4: 481,837 shares 481,837 $92M 1.35% +9,962 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349,654 shares; 2025Q4: 342,229 shares 342,229 $86.6M 1.27% -7,425 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: 218,692 shares; 2024Q4: 223,937 shares; 2025Q1: 298,559 shares; 2025Q2: 308,445 shares; 2025Q3: 361,407 shares; 2025Q4: 354,731 shares 354,731 $81.9M 1.2% -6,676 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: 33,826 shares; 2024Q4: 42,185 shares; 2025Q1: 147,924 shares; 2025Q2: 161,269 shares; 2025Q3: 160,329 shares; 2025Q4: 160,739 shares 160,739 $80.8M 1.19% +410 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,301,813 shares; 2025Q4: 1,359,312 shares 1,359,312 $73.7M 1.08% +57,499 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: 33,884 shares; 2024Q4: 37,607 shares; 2025Q1: 69,746 shares; 2025Q2: 117,949 shares; 2025Q3: 111,824 shares; 2025Q4: 110,418 shares 110,418 $67.8M 1% -1,406 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,166,337 shares; 2025Q4: 2,382,094 shares 2,382,094 $63.9M 0.94% +215,757 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343,128 shares; 2025Q4: 348,961 shares 348,961 $62M 0.91% +5,833 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: 87,109 shares; 2024Q4: 94,276 shares; 2025Q1: 123,545 shares; 2025Q2: 166,679 shares; 2025Q3: 187,952 shares; 2025Q4: 188,270 shares 188,270 $60.7M 0.89% +318 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,854,861 shares; 2025Q4: 1,952,145 shares 1,952,145 $51M 0.75% +97,284 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: 25,745 shares; 2024Q4: 26,195 shares; 2025Q1: 28,282 shares; 2025Q2: 43,142 shares; 2025Q3: 96,256 shares; 2025Q4: 100,594 shares 100,594 $45.2M 0.66% +4,338 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: 486,177 shares; 2024Q4: 512,606 shares; 2025Q1: 564,968 shares; 2025Q2: 650,132 shares; 2025Q3: 692,581 shares; 2025Q4: 716,748 shares 716,748 $44.8M 0.66% +24,167 Timeline IBDZ ISHARES TR More: 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: 522,212 shares; 2025Q4: 1,657,455 shares 1,657,455 $43.7M 0.64% +1,135,243 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: 343,765 shares; 2024Q4: 422,118 shares; 2025Q1: 320,673 shares; 2025Q2: 454,759 shares; 2025Q3: 516,313 shares; 2025Q4: 488,202 shares 488,202 $43.7M 0.64% -28,111 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: 182,304 shares; 2024Q4: 197,507 shares; 2025Q1: 191,374 shares; 2025Q2: 203,262 shares; 2025Q3: 194,255 shares; 2025Q4: 196,321 shares 196,321 $41.6M 0.61% +2,066 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,441,585 shares; 2025Q4: 1,521,738 shares 1,521,738 $38.8M 0.57% +80,153 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,739,411 shares; 2025Q4: 1,826,496 shares 1,826,496 $38.6M 0.57% +87,085 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: 59,486 shares; 2024Q4: 57,649 shares; 2025Q1: 59,085 shares; 2025Q2: 60,791 shares; 2025Q3: 64,127 shares; 2025Q4: 56,776 shares 56,776 $37.5M 0.55% -7,351 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,151 shares; 2024Q4: 371,574 shares; 2025Q1: 327,083 shares; 2025Q2: 290,671 shares; 2025Q3: 322,953 shares; 2025Q4: 307,975 shares 307,975 $36.2M 0.53% -14,978 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,552,485 shares; 2025Q4: 1,574,557 shares 1,574,557 $34.8M 0.51% +22,072 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: 45,359 shares; 2024Q4: 49,101 shares; 2025Q1: 81,307 shares; 2025Q2: 97,269 shares; 2025Q3: 109,351 shares; 2025Q4: 109,077 shares 109,077 $34.2M 0.5% -274 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: 88,578 shares; 2024Q4: 92,877 shares; 2025Q1: 96,086 shares; 2025Q2: 103,163 shares; 2025Q3: 106,599 shares; 2025Q4: 98,739 shares 98,739 $34.2M 0.5% -7,860 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: 57,602 shares; 2024Q4: 62,524 shares; 2025Q1: 79,552 shares; 2025Q2: 86,019 shares; 2025Q3: 93,264 shares; 2025Q4: 113,424 shares 113,424 $32.9M 0.48% +20,160 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: 83,539 shares; 2024Q4: 88,243 shares; 2025Q1: 60,565 shares; 2025Q2: 63,422 shares; 2025Q3: 70,733 shares; 2025Q4: 133,688 shares 133,688 $32.9M 0.48% +62,955 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: 129,508 shares; 2024Q4: 92,488 shares; 2025Q1: 310,659 shares; 2025Q2: 498,086 shares; 2025Q3: 454,311 shares; 2025Q4: 371,503 shares 371,503 $32.4M 0.48% -82,808 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: 39,838 shares; 2024Q4: 44,498 shares; 2025Q1: 384,920 shares; 2025Q2: 358,714 shares; 2025Q3: 382,861 shares; 2025Q4: 757,338 shares 757,338 $32.3M 0.47% +374,477 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: 2,591 shares; 2025Q2: 348,672 shares; 2025Q3: 361,910 shares; 2025Q4: 371,659 shares 371,659 $32.1M 0.47% +9,749 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: 181,288 shares; 2024Q4: 184,756 shares; 2025Q1: 247,123 shares; 2025Q2: 241,108 shares; 2025Q3: 287,893 shares; 2025Q4: 305,794 shares 305,794 $30.5M 0.45% +17,901 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: 138,879 shares; 2024Q4: 154,226 shares; 2025Q1: 176,338 shares; 2025Q2: 234,981 shares; 2025Q3: 250,103 shares; 2025Q4: 281,920 shares 281,920 $30.1M 0.44% +31,817 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,882 shares; 2024Q4: 176,987 shares; 2025Q1: 177,641 shares; 2025Q2: 227,073 shares; 2025Q3: 165,838 shares; 2025Q4: 168,721 shares 168,721 $29.9M 0.44% +2,883 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: 114,977 shares; 2024Q4: 127,831 shares; 2025Q1: 134,582 shares; 2025Q2: 271,631 shares; 2025Q3: 317,625 shares; 2025Q4: 350,070 shares 350,070 $29.3M 0.43% +32,445 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,283 shares; 2024Q4: 51,983 shares; 2025Q1: 147,266 shares; 2025Q2: 170,894 shares; 2025Q3: 177,324 shares; 2025Q4: 151,766 shares 151,766 $29.1M 0.43% -25,558 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: 183,563 shares; 2024Q4: 193,080 shares; 2025Q1: 221,310 shares; 2025Q2: 248,793 shares; 2025Q3: 269,894 shares; 2025Q4: 259,383 shares 259,383 $29M 0.43% -10,511 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: 192,078 shares; 2024Q4: 196,460 shares; 2025Q1: 391,386 shares; 2025Q2: 383,816 shares; 2025Q3: 440,158 shares; 2025Q4: 432,744 shares 432,744 $28.6M 0.42% -7,414 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: 184,018 shares; 2024Q4: 239,651 shares; 2025Q1: 501,831 shares; 2025Q2: 514,749 shares; 2025Q3: 581,987 shares; 2025Q4: 598,936 shares 598,936 $27.9M 0.41% +16,949 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: not reported; 2024Q4: not reported; 2025Q1: 2,290 shares; 2025Q2: 5,867 shares; 2025Q3: 71,074 shares; 2025Q4: 72,486 shares 72,486 $26.1M 0.38% +1,412 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,614 shares; 2024Q4: 242,120 shares; 2025Q1: 298,811 shares; 2025Q2: 508,661 shares; 2025Q3: 736,795 shares; 2025Q4: 792,965 shares 792,965 $25.9M 0.38% +56,170 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: 2,791 shares; 2024Q4: 3,042 shares; 2025Q1: 5,954 shares; 2025Q2: 7,330 shares; 2025Q3: 15,991 shares; 2025Q4: 29,312 shares 29,312 $25.8M 0.38% +13,321 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: 68,510 shares; 2024Q4: 70,297 shares; 2025Q1: 76,846 shares; 2025Q2: 84,832 shares; 2025Q3: 97,105 shares; 2025Q4: 98,231 shares 98,231 $25.3M 0.37% +1,126 Timeline PDP 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: 204,941 shares; 2025Q2: 208,491 shares; 2025Q3: 211,927 shares; 2025Q4: 215,035 shares 215,035 $25M 0.37% +3,108 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010,855 shares; 2025Q4: 1,068,563 shares 1,068,563 $25M 0.37% +57,708 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: not reported; 2024Q4: not reported; 2025Q1: 586,507 shares; 2025Q2: 292,466 shares; 2025Q3: 225,739 shares; 2025Q4: 225,240 shares 225,240 $24.8M 0.36% -499 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: 27,513 shares; 2024Q4: 30,538 shares; 2025Q1: 45,396 shares; 2025Q2: 69,877 shares; 2025Q3: 52,740 shares; 2025Q4: 60,384 shares 60,384 $23.9M 0.35% +7,644 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447,060 shares; 2025Q4: 465,237 shares 465,237 $23.7M 0.35% +18,177 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: 78,202 shares; 2024Q4: 98,756 shares; 2025Q1: 145,964 shares; 2025Q2: 149,122 shares; 2025Q3: 152,462 shares; 2025Q4: 155,407 shares 155,407 $23.1M 0.34% +2,945 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: 6,304 shares; 2024Q4: 6,708 shares; 2025Q1: 4,919 shares; 2025Q2: 6,633 shares; 2025Q3: 110,778 shares; 2025Q4: 108,754 shares 108,754 $23.1M 0.34% -2,024 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: 188,382 shares; 2024Q4: 213,064 shares; 2025Q1: 239,048 shares; 2025Q2: 326,462 shares; 2025Q3: 362,645 shares; 2025Q4: 403,443 shares 403,443 $22.9M 0.34% +40,798 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 388,586 shares; 2025Q4: 423,587 shares 423,587 $22.4M 0.33% +35,001 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,277 shares; 2025Q1: 259,028 shares; 2025Q2: 246,382 shares; 2025Q3: 216,312 shares; 2025Q4: 212,036 shares 212,036 $22M 0.32% -4,276 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: 4,973 shares; 2024Q4: 84,118 shares; 2025Q1: 279,758 shares; 2025Q2: 274,775 shares; 2025Q3: 274,907 shares; 2025Q4: 270,136 shares 270,136 $21.9M 0.32% -4,771 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: 7,055 shares; 2024Q4: 7,264 shares; 2025Q1: 12,984 shares; 2025Q2: 42,383 shares; 2025Q3: 44,623 shares; 2025Q4: 44,795 shares 44,795 $21.6M 0.32% +172 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: 43,603 shares; 2024Q4: 54,457 shares; 2025Q1: 59,211 shares; 2025Q2: 96,363 shares; 2025Q3: 98,506 shares; 2025Q4: 101,026 shares 101,026 $20.9M 0.31% +2,520 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: 87,627 shares; 2024Q4: 122,310 shares; 2025Q1: 129,378 shares; 2025Q2: 148,363 shares; 2025Q3: 161,507 shares; 2025Q4: 169,281 shares 169,281 $20.4M 0.3% +7,774 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: 243,048 shares; 2024Q4: 255,737 shares; 2025Q1: 300,852 shares; 2025Q2: 343,821 shares; 2025Q3: 368,877 shares; 2025Q4: 377,902 shares 377,902 $20.3M 0.3% +9,025 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101,450 shares; 2025Q1: 121,346 shares; 2025Q2: 606,451 shares; 2025Q3: 793,114 shares; 2025Q4: 855,109 shares 855,109 $20.2M 0.3% +61,995 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: not reported; 2025Q2: not reported; 2025Q3: 526,182 shares; 2025Q4: 523,015 shares 523,015 $20M 0.29% -3,167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395,871 shares; 2025Q4: 428,567 shares 428,567 $19.8M 0.29% +32,696 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: 34,888 shares; 2024Q4: 37,656 shares; 2025Q1: 38,912 shares; 2025Q2: 36,749 shares; 2025Q3: 37,272 shares; 2025Q4: 40,437 shares 40,437 $19.1M 0.28% +3,165 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625,385 shares; 2025Q4: 723,556 shares 723,556 $18.9M 0.28% +98,171 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: 19,784 shares; 2024Q4: 18,885 shares; 2025Q1: 19,837 shares; 2025Q2: 22,038 shares; 2025Q3: 23,510 shares; 2025Q4: 199,497 shares 199,497 $18.7M 0.27% +175,987 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,064 shares; 2025Q4: 237,946 shares 237,946 $18.6M 0.27% +13,882 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: 383,062 shares; 2025Q4: 403,741 shares 403,741 $18M 0.26% +20,679 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: 65,517 shares; 2024Q4: 66,138 shares; 2025Q1: 73,339 shares; 2025Q2: 103,247 shares; 2025Q3: 112,405 shares; 2025Q4: 123,301 shares 123,301 $17.7M 0.26% +10,896 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: 14,001 shares; 2024Q4: 23,394 shares; 2025Q1: 54,221 shares; 2025Q2: 57,063 shares; 2025Q3: 58,490 shares; 2025Q4: 58,798 shares 58,798 $17.4M 0.26% +308 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: 54,147 shares; 2024Q4: 50,180 shares; 2025Q1: 59,271 shares; 2025Q2: 86,953 shares; 2025Q3: 147,692 shares; 2025Q4: 144,185 shares 144,185 $17.3M 0.25% -3,507 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,126 shares; 2025Q4: 204,706 shares 204,706 $16.9M 0.25% +10,580 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,484 shares; 2024Q4: 269,602 shares; 2025Q1: 421,012 shares; 2025Q2: 474,816 shares; 2025Q3: 523,503 shares; 2025Q4: 626,200 shares 626,200 $16.9M 0.25% +102,697 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: 227,739 shares; 2024Q4: 228,424 shares; 2025Q1: 201,530 shares; 2025Q2: 253,143 shares; 2025Q3: 260,452 shares; 2025Q4: 248,828 shares 248,828 $16.7M 0.25% -11,624 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: 6,484 shares; 2024Q4: 12,468 shares; 2025Q1: 12,488 shares; 2025Q2: 14,062 shares; 2025Q3: 14,877 shares; 2025Q4: 15,249 shares 15,249 $16.4M 0.24% +372 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: 38,197 shares; 2024Q4: 41,139 shares; 2025Q1: 40,480 shares; 2025Q2: 42,149 shares; 2025Q3: 47,690 shares; 2025Q4: 46,721 shares 46,721 $16.4M 0.24% -969 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: 198,769 shares; 2024Q4: 232,384 shares; 2025Q1: 257,948 shares; 2025Q2: 276,923 shares; 2025Q3: 283,802 shares; 2025Q4: 308,927 shares 308,927 $16.3M 0.24% +25,125 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: 26,930 shares; 2024Q4: 27,916 shares; 2025Q1: 27,659 shares; 2025Q2: 27,507 shares; 2025Q3: 28,190 shares; 2025Q4: 18,417 shares 18,417 $15.9M 0.23% -9,773 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: 40,081 shares; 2024Q4: 47,745 shares; 2025Q1: 59,446 shares; 2025Q2: 65,655 shares; 2025Q3: 67,890 shares; 2025Q4: 68,156 shares 68,156 $15.6M 0.23% +266 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: 32,267 shares; 2024Q4: 35,860 shares; 2025Q1: 36,441 shares; 2025Q2: 43,925 shares; 2025Q3: 76,596 shares; 2025Q4: 72,437 shares 72,437 $15.5M 0.23% -4,159 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,801 shares; 2024Q4: 3,955 shares; 2025Q1: 181,196 shares; 2025Q2: 308,129 shares; 2025Q3: 192,255 shares; 2025Q4: 191,156 shares 191,156 $15.4M 0.23% -1,099 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: 152,209 shares; 2024Q4: 326,363 shares; 2025Q1: 584,327 shares; 2025Q2: 612,910 shares; 2025Q3: 606,155 shares; 2025Q4: 612,874 shares 612,874 $15.4M 0.23% +6,719 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,000 shares; 2025Q4: 83,000 shares 83,000 $15.3M 0.22% 0 Timeline VFLO 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: not reported; 2025Q2: not reported; 2025Q3: 397,777 shares; 2025Q4: 381,252 shares 381,252 $15M 0.22% -16,525 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: 234,925 shares; 2025Q2: 209,126 shares; 2025Q3: 298,970 shares; 2025Q4: 252,968 shares 252,968 $15M 0.22% -46,002 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 943,563 shares; 2025Q1: 963,563 shares; 2025Q2: 1,026,663 shares; 2025Q3: 1,022,784 shares; 2025Q4: 1,024,428 shares 1,024,428 $14.9M 0.22% +1,644 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,514 shares; 2025Q4: 192,458 shares 192,458 $14.8M 0.22% +13,944 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: 76,102 shares; 2024Q4: 102,099 shares; 2025Q1: 100,173 shares; 2025Q2: 118,529 shares; 2025Q3: 120,217 shares; 2025Q4: 137,745 shares 137,745 $14.6M 0.21% +17,528 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: 27,970 shares; 2024Q4: 37,582 shares; 2025Q1: 58,957 shares; 2025Q2: 43,162 shares; 2025Q3: 48,695 shares; 2025Q4: 47,787 shares 47,787 $14.6M 0.21% -908 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260,640 shares; 2025Q4: 287,068 shares 287,068 $14.5M 0.21% +26,428 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: 22,754 shares; 2024Q4: 24,029 shares; 2025Q1: 25,194 shares; 2025Q2: 38,931 shares; 2025Q3: 51,480 shares; 2025Q4: 153,516 shares 153,516 $14.3M 0.21% +102,036 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: not reported; 2024Q4: not reported; 2025Q1: 4,826 shares; 2025Q2: 255,316 shares; 2025Q3: 116,469 shares; 2025Q4: 152,425 shares 152,425 $13.9M 0.2% +35,956 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,646 shares; 2025Q4: 123,087 shares 123,087 $13.9M 0.2% -3,559 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,474 shares; 2024Q4: 34,715 shares; 2025Q1: 43,659 shares; 2025Q2: 276,106 shares; 2025Q3: 374,677 shares; 2025Q4: 419,308 shares 419,308 $13.8M 0.2% +44,631 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: 30,976 shares; 2024Q4: 26,076 shares; 2025Q1: 39,585 shares; 2025Q2: 45,036 shares; 2025Q3: 48,627 shares; 2025Q4: 95,681 shares 95,681 $13.8M 0.2% +47,054 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: 12,143 shares; 2024Q4: 311,603 shares; 2025Q1: 389,231 shares; 2025Q2: 405,457 shares; 2025Q3: 481,701 shares; 2025Q4: 499,464 shares 499,464 $13.7M 0.2% +17,763 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479,740 shares; 2025Q4: 496,037 shares 496,037 $13.5M 0.2% +16,297 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 779,796 shares; 2025Q4: 528,351 shares 528,351 $13.4M 0.2% -251,445 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440,385 shares; 2025Q4: 456,608 shares 456,608 $13.4M 0.2% +16,223 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: 47,893 shares; 2024Q4: 55,204 shares; 2025Q1: 60,259 shares; 2025Q2: 59,301 shares; 2025Q3: 61,831 shares; 2025Q4: 63,208 shares 63,208 $13.3M 0.2% +1,377 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349,590 shares; 2025Q4: 264,580 shares 264,580 $13.1M 0.19% -85,010 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: 5,199 shares; 2024Q4: 10,907 shares; 2025Q1: 29,500 shares; 2025Q2: 33,169 shares; 2025Q3: 34,773 shares; 2025Q4: 35,467 shares 35,467 $13.1M 0.19% +694 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,470 shares; 2024Q4: 20,466 shares; 2025Q1: 35,599 shares; 2025Q2: 37,303 shares; 2025Q3: 34,432 shares; 2025Q4: 40,590 shares 40,590 $13.1M 0.19% +6,158 Timeline EMHY 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: 301,221 shares; 2025Q2: 307,753 shares; 2025Q3: 318,239 shares; 2025Q4: 320,891 shares 320,891 $13M 0.19% +2,652 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 77,540 shares; 2025Q4: 70,628 shares 70,628 $12.9M 0.19% -6,912 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,470 shares; 2025Q4: 106,618 shares 106,618 $12.7M 0.19% -852 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: 20,574 shares; 2024Q4: 24,129 shares; 2025Q1: 26,328 shares; 2025Q2: 32,012 shares; 2025Q3: 33,951 shares; 2025Q4: 34,871 shares 34,871 $12M 0.18% +920 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,718 shares; 2024Q4: 150,172 shares; 2025Q1: 164,170 shares; 2025Q2: 121,259 shares; 2025Q3: 121,383 shares; 2025Q4: 128,613 shares 128,613 $11.8M 0.17% +7,230 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,217 shares; 2024Q4: 685,525 shares; 2025Q1: 686,738 shares; 2025Q2: 688,464 shares; 2025Q3: 696,700 shares; 2025Q4: 710,885 shares 710,885 $11.7M 0.17% +14,185 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,411 shares; 2025Q4: 26,357 shares 26,357 $11.7M 0.17% -1,054 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,103 shares; 2025Q4: 164,699 shares 164,699 $11.4M 0.17% +10,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227,244 shares; 2025Q4: 193,898 shares 193,898 $11.2M 0.16% -33,346 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: 13,827 shares; 2024Q4: 14,363 shares; 2025Q1: 14,185 shares; 2025Q2: 16,520 shares; 2025Q3: 52,513 shares; 2025Q4: 48,522 shares 48,522 $10.9M 0.16% -3,991 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562,061 shares 562,061 $10.9M 0.16% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,559 shares; 2024Q4: 192,684 shares; 2025Q1: 220,261 shares; 2025Q2: 264,930 shares; 2025Q3: 303,487 shares; 2025Q4: 320,323 shares 320,323 $10.8M 0.16% +16,836 Timeline SCHC 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: 76,815 shares; 2025Q2: 207,802 shares; 2025Q3: 232,433 shares; 2025Q4: 236,813 shares 236,813 $10.8M 0.16% +4,380 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,204 shares; 2024Q4: 175,867 shares; 2025Q1: 177,886 shares; 2025Q2: 217,249 shares; 2025Q3: 165,781 shares; 2025Q4: 132,247 shares 132,247 $10.8M 0.16% -33,534 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,209 shares; 2025Q4: 96,246 shares 96,246 $10.6M 0.16% +27,037 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: 84,296 shares; 2024Q4: 78,066 shares; 2025Q1: 82,207 shares; 2025Q2: 537,716 shares; 2025Q3: 565,359 shares; 2025Q4: 579,533 shares 579,533 $10.6M 0.16% +14,174 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,634 shares; 2025Q4: 177,705 shares 177,705 $10.4M 0.15% -16,929 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,757 shares; 2025Q1: 41,879 shares; 2025Q2: 39,239 shares; 2025Q3: 39,302 shares; 2025Q4: 38,578 shares 38,578 $10.4M 0.15% -724 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: 53,088 shares; 2024Q4: 82,275 shares; 2025Q1: 103,557 shares; 2025Q2: 118,021 shares; 2025Q3: 131,685 shares; 2025Q4: 134,213 shares 134,213 $10.3M 0.15% +2,528 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: 11,896 shares; 2024Q4: 43,642 shares; 2025Q1: 40,820 shares; 2025Q2: 35,890 shares; 2025Q3: 54,163 shares; 2025Q4: 56,497 shares 56,497 $10.2M 0.15% +2,334 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 718,511 shares; 2025Q2: 709,707 shares; 2025Q3: 360,560 shares; 2025Q4: 198,159 shares 198,159 $10.1M 0.15% -162,401 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,975 shares; 2024Q4: 22,414 shares; 2025Q1: not reported; 2025Q2: 162,813 shares; 2025Q3: 164,551 shares; 2025Q4: 166,865 shares 166,865 $10.1M 0.15% +2,314 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: 95,013 shares; 2024Q4: 86,469 shares; 2025Q1: 159,268 shares; 2025Q2: 109,823 shares; 2025Q3: 105,061 shares; 2025Q4: 104,573 shares 104,573 $10.1M 0.15% -488 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,590 shares; 2025Q4: 143,927 shares 143,927 $10M 0.15% +1,337 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,954 shares; 2025Q4: 195,202 shares 195,202 $9.87M 0.15% +104,248 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,782 shares; 2024Q4: 10,532 shares; 2025Q1: 10,596 shares; 2025Q2: 8,810 shares; 2025Q3: 12,742 shares; 2025Q4: 12,784 shares 12,784 $9.87M 0.14% +42 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: 36,834 shares; 2024Q4: 36,841 shares; 2025Q1: 40,372 shares; 2025Q2: 46,641 shares; 2025Q3: 52,058 shares; 2025Q4: 49,141 shares 49,141 $9.58M 0.14% -2,917 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,344 shares; 2024Q4: 26,915 shares; 2025Q1: 96,326 shares; 2025Q2: 95,555 shares; 2025Q3: 98,056 shares; 2025Q4: 98,618 shares 98,618 $9.47M 0.14% +562 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: 61,924 shares; 2024Q4: 63,407 shares; 2025Q1: 68,115 shares; 2025Q2: 65,183 shares; 2025Q3: 87,156 shares; 2025Q4: 85,866 shares 85,866 $9.46M 0.14% -1,290 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,240 shares; 2024Q4: 95,993 shares; 2025Q1: 237,448 shares; 2025Q2: 421,032 shares; 2025Q3: 365,907 shares; 2025Q4: 360,345 shares 360,345 $9.45M 0.14% -5,562 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: 250,068 shares; 2024Q4: 243,335 shares; 2025Q1: 228,856 shares; 2025Q2: 155,323 shares; 2025Q3: 206,970 shares; 2025Q4: 205,465 shares 205,465 $9.29M 0.14% -1,505 Timeline FTWO EA SERIES TRUST More: the full row for EA 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: 194,212 shares; 2025Q4: 225,541 shares 225,541 $9.17M 0.13% +31,329 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: 9,593 shares; 2024Q4: 9,729 shares; 2025Q1: 11,032 shares; 2025Q2: 12,694 shares; 2025Q3: 19,399 shares; 2025Q4: 19,515 shares 19,515 $9.15M 0.13% +116 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: 87,752 shares; 2024Q4: 97,757 shares; 2025Q1: 114,056 shares; 2025Q2: 121,322 shares; 2025Q3: 130,285 shares; 2025Q4: 129,514 shares 129,514 $9.05M 0.13% -771 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,976 shares; 2025Q4: 112,802 shares 112,802 $9.05M 0.13% +20,826 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: 11,571 shares; 2024Q4: 15,522 shares; 2025Q1: 18,248 shares; 2025Q2: 60,681 shares; 2025Q3: 60,348 shares; 2025Q4: 58,526 shares 58,526 $9.02M 0.13% -1,822 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: 107,067 shares; 2025Q4: 170,596 shares 170,596 $8.96M 0.13% +63,529 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 356,452 shares; 2025Q4: 366,596 shares 366,596 $8.95M 0.13% +10,144 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: 145,506 shares; 2024Q4: 246,712 shares; 2025Q1: 236,709 shares; 2025Q2: 340,306 shares; 2025Q3: 346,577 shares; 2025Q4: 354,254 shares 354,254 $8.8M 0.13% +7,677 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: 118,819 shares; 2024Q4: 125,890 shares; 2025Q1: 75,411 shares; 2025Q2: 71,106 shares; 2025Q3: 75,484 shares; 2025Q4: 81,508 shares 81,508 $8.73M 0.13% +6,024 Timeline CGMS 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: 276,946 shares; 2025Q4: 313,039 shares 313,039 $8.65M 0.13% +36,093 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,986 shares; 2024Q4: 30,931 shares; 2025Q1: 247,187 shares; 2025Q2: 280,304 shares; 2025Q3: 274,750 shares; 2025Q4: 358,677 shares 358,677 $8.62M 0.13% +83,927 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,379 shares; 2025Q4: 85,837 shares 85,837 $8.53M 0.13% +1,458 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322,894 shares; 2025Q4: 333,975 shares 333,975 $8.52M 0.13% +11,081 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: 256,306 shares; 2024Q4: 275,835 shares; 2025Q1: 152,736 shares; 2025Q2: 171,657 shares; 2025Q3: 169,305 shares; 2025Q4: 168,086 shares 168,086 $8.45M 0.12% -1,219 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,968 shares; 2025Q4: 176,179 shares 176,179 $8.4M 0.12% +14,211 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: 32,687 shares; 2024Q4: 31,025 shares; 2025Q1: 32,520 shares; 2025Q2: 36,126 shares; 2025Q3: 37,313 shares; 2025Q4: 38,231 shares 38,231 $8.4M 0.12% +918 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: 84,216 shares; 2025Q4: 155,897 shares 155,897 $8.4M 0.12% +71,681 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: 19,224 shares; 2024Q4: 19,083 shares; 2025Q1: 25,246 shares; 2025Q2: 21,263 shares; 2025Q3: 68,239 shares; 2025Q4: 73,823 shares 73,823 $8.4M 0.12% +5,584 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: 42,863 shares; 2024Q4: 80,126 shares; 2025Q1: 102,500 shares; 2025Q2: 125,447 shares; 2025Q3: 148,531 shares; 2025Q4: 152,463 shares 152,463 $8.39M 0.12% +3,932 Timeline SCHP 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: 104,177 shares; 2024Q4: 297,062 shares; 2025Q1: 294,631 shares; 2025Q2: 300,283 shares; 2025Q3: 302,070 shares; 2025Q4: 313,878 shares 313,878 $8.31M 0.12% +11,808 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470,845 shares; 2025Q4: 473,060 shares 473,060 $8.29M 0.12% +2,215 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,029 shares; 2025Q1: 29,311 shares; 2025Q2: 29,513 shares; 2025Q3: 30,474 shares; 2025Q4: 28,730 shares 28,730 $8.27M 0.12% -1,744 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: 6,562 shares; 2024Q4: 8,427 shares; 2025Q1: 8,200 shares; 2025Q2: 8,836 shares; 2025Q3: 14,462 shares; 2025Q4: 14,424 shares 14,424 $8.17M 0.12% -38 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: 15,225 shares; 2024Q4: 29,159 shares; 2025Q1: 36,079 shares; 2025Q2: 45,633 shares; 2025Q3: 49,495 shares; 2025Q4: 53,378 shares 53,378 $8.14M 0.12% +3,883 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: 36,377 shares; 2024Q4: 38,859 shares; 2025Q1: 44,510 shares; 2025Q2: 49,209 shares; 2025Q3: 51,762 shares; 2025Q4: 56,703 shares 56,703 $8.13M 0.12% +4,941 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,255 shares; 2024Q4: 45,577 shares; 2025Q1: 54,124 shares; 2025Q2: 69,975 shares; 2025Q3: 97,211 shares; 2025Q4: 106,674 shares 106,674 $8.05M 0.12% +9,463 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,323 shares; 2024Q4: 61,046 shares; 2025Q1: 70,302 shares; 2025Q2: 59,553 shares; 2025Q3: 110,629 shares; 2025Q4: 93,586 shares 93,586 $8.03M 0.12% -17,043 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: 49,418 shares; 2024Q4: 49,065 shares; 2025Q1: 47,764 shares; 2025Q2: 46,531 shares; 2025Q3: 46,704 shares; 2025Q4: 45,168 shares 45,168 $8.02M 0.12% -1,536 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370,020 shares; 2025Q4: 386,616 shares 386,616 $7.96M 0.12% +16,596 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,447 shares; 2024Q4: 11,362 shares; 2025Q1: 96,844 shares; 2025Q2: 100,381 shares; 2025Q3: 100,003 shares; 2025Q4: 97,378 shares 97,378 $7.78M 0.11% -2,625 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,158 shares; 2025Q1: 67,043 shares; 2025Q2: 70,759 shares; 2025Q3: 72,715 shares; 2025Q4: 74,450 shares 74,450 $7.75M 0.11% +1,735 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400,623 shares; 2025Q1: 405,842 shares; 2025Q2: 435,437 shares; 2025Q3: 429,681 shares; 2025Q4: 431,615 shares 431,615 $7.74M 0.11% +1,934 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 774 shares; 2025Q1: 815 shares; 2025Q2: 3,582 shares; 2025Q3: 32,296 shares; 2025Q4: 50,712 shares 50,712 $7.71M 0.11% +18,416 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: 30,807 shares; 2024Q4: 51,090 shares; 2025Q1: 49,352 shares; 2025Q2: 48,477 shares; 2025Q3: 49,200 shares; 2025Q4: 49,558 shares 49,558 $7.61M 0.11% +358 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: 73,965 shares; 2024Q4: 74,896 shares; 2025Q1: 82,808 shares; 2025Q2: 81,803 shares; 2025Q3: 83,235 shares; 2025Q4: 89,782 shares 89,782 $7.6M 0.11% +6,547 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,218 shares; 2025Q4: 245,805 shares 245,805 $7.42M 0.11% -5,413 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: 36,884 shares; 2024Q4: 37,737 shares; 2025Q1: 32,043 shares; 2025Q2: 12,246 shares; 2025Q3: 12,714 shares; 2025Q4: 12,934 shares 12,934 $7.41M 0.11% +220 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: 5,889 shares; 2024Q4: 18,963 shares; 2025Q1: 208,691 shares; 2025Q2: 58,611 shares; 2025Q3: 36,125 shares; 2025Q4: 37,296 shares 37,296 $7.41M 0.11% +1,171 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: 51,185 shares; 2024Q4: 57,668 shares; 2025Q1: 80,214 shares; 2025Q2: 86,489 shares; 2025Q3: 85,590 shares; 2025Q4: 84,934 shares 84,934 $7.41M 0.11% -656 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,852 shares; 2025Q4: 111,143 shares 111,143 $7.38M 0.11% -709 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140,529 shares; 2025Q2: 154,934 shares; 2025Q3: 156,354 shares; 2025Q4: 160,041 shares 160,041 $7.2M 0.11% +3,687 Timeline CDL 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: 109,339 shares; 2025Q2: 106,437 shares; 2025Q3: 105,852 shares; 2025Q4: 104,195 shares 104,195 $7.17M 0.11% -1,657 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 612,496 shares; 2025Q1: 612,496 shares; 2025Q2: 612,496 shares; 2025Q3: 619,996 shares; 2025Q4: 612,865 shares 612,865 $7.16M 0.11% -7,131 Timeline VICTORY PORTFOLIOS II 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: not reported; 2025Q2: not reported; 2025Q3: 144,651 shares; 2025Q4: 132,155 shares 132,155 $7.13M 0.1% -12,496 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: 2,448 shares; 2024Q4: 2,831 shares; 2025Q1: 3,105 shares; 2025Q2: 3,162 shares; 2025Q3: 3,465 shares; 2025Q4: 3,538 shares 3,538 $7.13M 0.1% +73 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,494 shares; 2024Q4: 147,227 shares; 2025Q1: 140,002 shares; 2025Q2: 145,753 shares; 2025Q3: 140,741 shares; 2025Q4: 138,510 shares 138,510 $7.02M 0.1% -2,231 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: 49,953 shares; 2024Q4: 58,939 shares; 2025Q1: 65,838 shares; 2025Q2: 59,274 shares; 2025Q3: 57,271 shares; 2025Q4: 55,952 shares 55,952 $7.01M 0.1% -1,319 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: 10,786 shares; 2024Q4: 11,393 shares; 2025Q1: 11,642 shares; 2025Q2: 58,167 shares; 2025Q3: 60,327 shares; 2025Q4: 60,337 shares 60,337 $7M 0.1% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,861 shares; 2025Q4: 114,961 shares 114,961 $6.99M 0.1% +22,100 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: not reported; 2024Q4: not reported; 2025Q1: 1,915 shares; 2025Q2: 7,096 shares; 2025Q3: 48,204 shares; 2025Q4: 53,001 shares 53,001 $6.97M 0.1% +4,797 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,513 shares; 2025Q4: 33,896 shares 33,896 $6.94M 0.1% -617 Timeline CFA 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: 83,172 shares; 2025Q2: 86,218 shares; 2025Q3: 78,824 shares; 2025Q4: 76,159 shares 76,159 $6.93M 0.1% -2,665 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: 73,375 shares; 2024Q4: 103,319 shares; 2025Q1: 136,283 shares; 2025Q2: 204,878 shares; 2025Q3: 152,155 shares; 2025Q4: 126,416 shares 126,416 $6.92M 0.1% -25,739 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: 23,528 shares; 2024Q4: 24,729 shares; 2025Q1: 25,249 shares; 2025Q2: 16,616 shares; 2025Q3: 18,787 shares; 2025Q4: 20,970 shares 20,970 $6.92M 0.1% +2,183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,234 shares; 2025Q4: 37,656 shares 37,656 $6.91M 0.1% +1,422 Timeline SIL 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: 80,857 shares; 2025Q1: 81,091 shares; 2025Q2: 80,552 shares; 2025Q3: 81,487 shares; 2025Q4: 81,687 shares 81,687 $6.9M 0.1% +200 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: 9,470 shares; 2024Q4: 11,135 shares; 2025Q1: 9,936 shares; 2025Q2: 11,288 shares; 2025Q3: 12,077 shares; 2025Q4: 12,079 shares 12,079 $6.9M 0.1% +2 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 5,672 shares; 2025Q1: 4,636 shares; 2025Q2: 9,800 shares; 2025Q3: 18,155 shares; 2025Q4: 40,662 shares 40,662 $6.86M 0.1% +22,507 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: not reported; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 4,643 shares; 2025Q3: 68,014 shares; 2025Q4: 70,862 shares 70,862 $6.82M 0.1% +2,848 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,983 shares; 2025Q4: 133,977 shares 133,977 $6.81M 0.1% +48,994 Timeline CSHI 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: 139,916 shares; 2025Q4: 136,156 shares 136,156 $6.77M 0.1% -3,760 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: 4,162 shares; 2024Q4: 4,670 shares; 2025Q1: 4,050 shares; 2025Q2: 26,077 shares; 2025Q3: 26,724 shares; 2025Q4: 27,928 shares 27,928 $6.77M 0.1% +1,204 Timeline VGLT 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: not reported; 2025Q3: 112,852 shares; 2025Q4: 121,248 shares 121,248 $6.77M 0.1% +8,396 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,291 shares; 2025Q2: 57,217 shares; 2025Q3: 56,387 shares; 2025Q4: 54,435 shares 54,435 $6.76M 0.1% -1,952 Timeline INDY ISHARES TR More: 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: 126,467 shares; 2025Q2: 129,032 shares; 2025Q3: 135,710 shares; 2025Q4: 136,444 shares 136,444 $6.73M 0.1% +734 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098,461 shares; 2025Q4: 1,067,180 shares 1,067,180 $6.72M 0.1% -31,281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,131 shares; 2025Q4: 131,096 shares 131,096 $6.69M 0.1% -3,035 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: 16,527 shares; 2024Q4: 16,678 shares; 2025Q1: 76,225 shares; 2025Q2: 73,035 shares; 2025Q3: 81,546 shares; 2025Q4: 82,951 shares 82,951 $6.69M 0.1% +1,405 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: 47,601 shares; 2024Q4: 77,660 shares; 2025Q1: 78,687 shares; 2025Q2: 79,771 shares; 2025Q3: 85,483 shares; 2025Q4: 83,794 shares 83,794 $6.68M 0.1% -1,689 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: 19,814 shares; 2024Q4: 19,855 shares; 2025Q1: 22,341 shares; 2025Q2: 24,185 shares; 2025Q3: 24,535 shares; 2025Q4: 38,452 shares 38,452 $6.67M 0.1% +13,917 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,320 shares; 2025Q4: 131,439 shares 131,439 $6.65M 0.1% +16,119 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 319,433 shares; 2025Q1: 320,051 shares; 2025Q2: 461,001 shares; 2025Q3: 491,559 shares; 2025Q4: 535,710 shares 535,710 $6.63M 0.1% +44,151 Timeline GRPM 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: 51,805 shares; 2025Q4: 55,163 shares 55,163 $6.62M 0.1% +3,358 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850,862 shares; 2025Q4: 849,517 shares 849,517 $6.6M 0.1% -1,345 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: 7,118 shares; 2024Q4: 7,951 shares; 2025Q1: 13,252 shares; 2025Q2: 15,941 shares; 2025Q3: 16,537 shares; 2025Q4: 18,641 shares 18,641 $6.59M 0.1% +2,104 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: 7,989 shares; 2024Q4: 9,650 shares; 2025Q1: 15,101 shares; 2025Q2: 50,324 shares; 2025Q3: 50,815 shares; 2025Q4: 50,842 shares 50,842 $6.48M 0.1% +27 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: 28,677 shares; 2024Q4: 24,328 shares; 2025Q1: 10,386 shares; 2025Q2: 21,369 shares; 2025Q3: 30,165 shares; 2025Q4: 41,845 shares 41,845 $6.48M 0.1% +11,680 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,280 shares; 2025Q2: 61,367 shares; 2025Q3: 51,803 shares; 2025Q4: 48,217 shares 48,217 $6.44M 0.09% -3,586 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: 4,482 shares; 2024Q4: 4,565 shares; 2025Q1: 5,284 shares; 2025Q2: 21,507 shares; 2025Q3: 15,411 shares; 2025Q4: 22,281 shares 22,281 $6.36M 0.09% +6,870 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: 8,218 shares; 2024Q4: 9,281 shares; 2025Q1: 9,320 shares; 2025Q2: 15,565 shares; 2025Q3: 20,022 shares; 2025Q4: 20,599 shares 20,599 $6.35M 0.09% +577 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,379,247 shares; 2025Q1: 2,379,247 shares; 2025Q2: 2,379,247 shares; 2025Q3: 2,379,247 shares; 2025Q4: 2,379,247 shares 2,379,247 $6.33M 0.09% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 103,205 shares; 2025Q4: 101,445 shares 101,445 $6.32M 0.09% -1,760 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,002 shares 129,002 $6.32M 0.09% new 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: 10,036 shares; 2024Q4: 10,005 shares; 2025Q1: 13,671 shares; 2025Q2: 14,743 shares; 2025Q3: 25,841 shares; 2025Q4: 26,155 shares 26,155 $6.31M 0.09% +314 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: 2,712 shares; 2024Q4: 2,993 shares; 2025Q1: 9,414 shares; 2025Q2: 8,419 shares; 2025Q3: 8,280 shares; 2025Q4: 8,339 shares 8,339 $6.29M 0.09% +59 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: 14,977 shares; 2024Q4: 30,159 shares; 2025Q1: 36,894 shares; 2025Q2: 63,936 shares; 2025Q3: 65,223 shares; 2025Q4: 65,778 shares 65,778 $6.19M 0.09% +555 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 8,981 shares; 2025Q1: 9,444 shares; 2025Q2: 10,047 shares; 2025Q3: 10,299 shares; 2025Q4: 10,229 shares 10,229 $6.19M 0.09% -70 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,511 shares; 2025Q1: 94,495 shares; 2025Q2: 97,312 shares; 2025Q3: 98,196 shares; 2025Q4: 98,423 shares 98,423 $6.13M 0.09% +227 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,603 shares; 2024Q4: 9,938 shares; 2025Q1: 12,034 shares; 2025Q2: 18,563 shares; 2025Q3: 19,410 shares; 2025Q4: 20,147 shares 20,147 $6.09M 0.09% +737 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: 18,450 shares; 2024Q4: 26,110 shares; 2025Q1: 28,261 shares; 2025Q2: 38,484 shares; 2025Q3: 41,985 shares; 2025Q4: 41,332 shares 41,332 $5.99M 0.09% -653 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,375 shares; 2024Q4: 192,900 shares; 2025Q1: 42,089 shares; 2025Q2: 188,606 shares; 2025Q3: 197,454 shares; 2025Q4: 201,351 shares 201,351 $5.96M 0.09% +3,897 Timeline LMBS 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: 22,295 shares; 2024Q4: 27,245 shares; 2025Q1: 171,090 shares; 2025Q2: 121,814 shares; 2025Q3: 122,387 shares; 2025Q4: 118,793 shares 118,793 $5.94M 0.09% -3,594 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: 11,601 shares; 2024Q4: 11,443 shares; 2025Q1: 11,324 shares; 2025Q2: 11,943 shares; 2025Q3: 11,721 shares; 2025Q4: 11,333 shares 11,333 $5.92M 0.09% -388 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 3,032 shares; 2025Q1: 5,619 shares; 2025Q2: 6,975 shares; 2025Q3: 55,790 shares; 2025Q4: 67,762 shares 67,762 $5.76M 0.08% +11,972 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: 70,113 shares; 2024Q4: 68,818 shares; 2025Q1: 82,189 shares; 2025Q2: 99,018 shares; 2025Q3: 66,530 shares; 2025Q4: 127,446 shares 127,446 $5.7M 0.08% +60,916 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,844 shares; 2025Q4: 34,437 shares 34,437 $5.58M 0.08% +1,593 Timeline SCHJ 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: not reported; 2025Q3: 216,246 shares; 2025Q4: 223,951 shares 223,951 $5.58M 0.08% +7,705 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: 17,507 shares; 2024Q4: 18,470 shares; 2025Q1: 19,389 shares; 2025Q2: 20,710 shares; 2025Q3: 18,449 shares; 2025Q4: 18,168 shares 18,168 $5.55M 0.08% -281 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,213 shares; 2025Q1: 5,207 shares; 2025Q2: 5,076 shares; 2025Q3: 5,243 shares; 2025Q4: 5,158 shares 5,158 $5.52M 0.08% -85 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: 5,372 shares; 2024Q4: 15,606 shares; 2025Q1: 19,831 shares; 2025Q2: 22,319 shares; 2025Q3: 32,208 shares; 2025Q4: 32,152 shares 32,152 $5.5M 0.08% -56 Timeline UITB 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: not reported; 2025Q2: not reported; 2025Q3: 112,288 shares; 2025Q4: 115,132 shares 115,132 $5.45M 0.08% +2,844 Timeline IQLT ISHARES TR More: 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: 124,835 shares; 2025Q4: 119,948 shares 119,948 $5.45M 0.08% -4,887 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 24,456 shares; 2025Q1: 20,821 shares; 2025Q2: 20,317 shares; 2025Q3: 16,964 shares; 2025Q4: 15,371 shares 15,371 $5.42M 0.08% -1,593 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,454 shares; 2024Q4: 34,182 shares; 2025Q1: 39,799 shares; 2025Q2: 46,893 shares; 2025Q3: 51,876 shares; 2025Q4: 52,732 shares 52,732 $5.41M 0.08% +856 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,165 shares; 2025Q1: 7,042 shares; 2025Q2: 7,905 shares; 2025Q3: 18,079 shares; 2025Q4: 31,414 shares 31,414 $5.39M 0.08% +13,335 Timeline SILJ 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: 194,000 shares; 2025Q4: 194,000 shares 194,000 $5.37M 0.08% 0 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: 10,307 shares; 2024Q4: 10,120 shares; 2025Q1: 9,930 shares; 2025Q2: 10,649 shares; 2025Q3: 23,986 shares; 2025Q4: 39,616 shares 39,616 $5.36M 0.08% +15,630 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 84,356 shares; 2025Q4: 90,619 shares 90,619 $5.35M 0.08% +6,263 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,123 shares; 2024Q4: 62,901 shares; 2025Q1: 65,160 shares; 2025Q2: 67,034 shares; 2025Q3: 108,299 shares; 2025Q4: 113,136 shares 113,136 $5.3M 0.08% +4,837 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: 92,144 shares; 2024Q4: 99,748 shares; 2025Q1: 79,175 shares; 2025Q2: 288,362 shares; 2025Q3: 72,735 shares; 2025Q4: 71,470 shares 71,470 $5.29M 0.08% -1,265 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,470 shares; 2024Q4: 81,659 shares; 2025Q1: 82,624 shares; 2025Q2: 84,486 shares; 2025Q3: 86,435 shares; 2025Q4: 87,620 shares 87,620 $5.27M 0.08% +1,185 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: 15,946 shares; 2024Q4: 13,213 shares; 2025Q1: 32,109 shares; 2025Q2: 47,018 shares; 2025Q3: 48,247 shares; 2025Q4: 54,480 shares 54,480 $5.25M 0.08% +6,233 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: not reported; 2025Q2: not reported; 2025Q3: 59,603 shares; 2025Q4: 56,499 shares 56,499 $5.21M 0.08% -3,104 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,029 shares; 2024Q4: 62,037 shares; 2025Q1: 64,318 shares; 2025Q2: 25,091 shares; 2025Q3: 41,624 shares; 2025Q4: 66,668 shares 66,668 $5.19M 0.08% +25,044 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: 20,696 shares; 2024Q4: 22,771 shares; 2025Q1: 35,793 shares; 2025Q2: 42,114 shares; 2025Q3: 52,957 shares; 2025Q4: 63,407 shares 63,407 $5.18M 0.08% +10,450 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: 76,454 shares; 2024Q4: 83,530 shares; 2025Q1: 91,888 shares; 2025Q2: 95,470 shares; 2025Q3: 97,635 shares; 2025Q4: 64,417 shares 64,417 $5.17M 0.08% -33,218 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,457 shares; 2025Q4: 22,847 shares 22,847 $5.17M 0.08% +390 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,129 shares; 2025Q4: 66,320 shares 66,320 $5.17M 0.08% +4,191 Timeline KBWY 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: 318,063 shares; 2025Q4: 331,197 shares 331,197 $5.11M 0.08% +13,134 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: 29,668 shares; 2024Q4: 34,347 shares; 2025Q1: 29,694 shares; 2025Q2: 31,376 shares; 2025Q3: 26,447 shares; 2025Q4: 26,089 shares 26,089 $5.09M 0.07% -358 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,358 shares; 2025Q4: 216,443 shares 216,443 $5.09M 0.07% +85 Timeline FMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,006 shares; 2025Q4: 99,428 shares 99,428 $5.08M 0.07% +1,422 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214,305 shares; 2025Q4: 214,389 shares 214,389 $5.07M 0.07% +84 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: 49,311 shares; 2024Q4: 69,525 shares; 2025Q1: 110,656 shares; 2025Q2: 126,875 shares; 2025Q3: 109,794 shares; 2025Q4: 124,558 shares 124,558 $5.07M 0.07% +14,764 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,509 shares; 2024Q4: 15,034 shares; 2025Q1: 16,364 shares; 2025Q2: 16,410 shares; 2025Q3: 17,117 shares; 2025Q4: 16,123 shares 16,123 $5.05M 0.07% -994 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: 8,548 shares; 2024Q4: 10,566 shares; 2025Q1: 11,058 shares; 2025Q2: 13,829 shares; 2025Q3: 13,622 shares; 2025Q4: 15,418 shares 15,418 $5.05M 0.07% +1,796 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,817 shares; 2024Q4: 66,548 shares; 2025Q1: 68,684 shares; 2025Q2: 77,595 shares; 2025Q3: 80,567 shares; 2025Q4: 80,865 shares 80,865 $5.02M 0.07% +298 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,934 shares; 2025Q4: 212,019 shares 212,019 $5.01M 0.07% +85 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: 2,229 shares; 2024Q4: 4,286 shares; 2025Q1: 10,007 shares; 2025Q2: 24,199 shares; 2025Q3: 26,244 shares; 2025Q4: 23,322 shares 23,322 $5.01M 0.07% -2,922 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: 10,741 shares; 2024Q4: 18,731 shares; 2025Q1: 18,274 shares; 2025Q2: 29,060 shares; 2025Q3: 30,662 shares; 2025Q4: 30,896 shares 30,896 $5M 0.07% +234 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: 28,878 shares; 2024Q4: 20,745 shares; 2025Q1: 18,728 shares; 2025Q2: 24,691 shares; 2025Q3: 32,476 shares; 2025Q4: 36,017 shares 36,017 $4.93M 0.07% +3,541 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,867 shares; 2025Q4: 7,522 shares 7,522 $4.92M 0.07% -345 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: 10,159 shares; 2024Q4: 12,790 shares; 2025Q1: 12,963 shares; 2025Q2: 17,089 shares; 2025Q3: 18,898 shares; 2025Q4: 22,637 shares 22,637 $4.91M 0.07% +3,739 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,632 shares; 2024Q4: 142,400 shares; 2025Q1: 142,914 shares; 2025Q2: 144,608 shares; 2025Q3: 148,684 shares; 2025Q4: 153,175 shares 153,175 $4.91M 0.07% +4,491 Timeline PAAA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,180 shares; 2025Q4: 95,569 shares 95,569 $4.9M 0.07% +8,389 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,236 shares; 2024Q4: 76,448 shares; 2025Q1: 93,180 shares; 2025Q2: 93,181 shares; 2025Q3: 93,180 shares; 2025Q4: 93,206 shares 93,206 $4.88M 0.07% +26 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,607 shares; 2025Q2: 61,968 shares; 2025Q3: 65,859 shares; 2025Q4: 65,079 shares 65,079 $4.88M 0.07% -780 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,221 shares; 2025Q4: 114,399 shares 114,399 $4.87M 0.07% +2,178 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: not reported; 2025Q2: not reported; 2025Q3: 99,218 shares; 2025Q4: 99,174 shares 99,174 $4.83M 0.07% -44 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: 19,220 shares; 2024Q4: 18,699 shares; 2025Q1: 31,854 shares; 2025Q2: 16,532 shares; 2025Q3: 25,551 shares; 2025Q4: 18,170 shares 18,170 $4.82M 0.07% -7,381 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: 29,996 shares; 2024Q4: 34,099 shares; 2025Q1: 35,835 shares; 2025Q2: 40,854 shares; 2025Q3: 54,022 shares; 2025Q4: 42,074 shares 42,074 $4.82M 0.07% -11,948 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187,609 shares; 2025Q4: 183,459 shares 183,459 $4.81M 0.07% -4,150 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: 11,970 shares; 2024Q4: 37,145 shares; 2025Q1: 37,470 shares; 2025Q2: 50,791 shares; 2025Q3: 68,902 shares; 2025Q4: 74,580 shares 74,580 $4.8M 0.07% +5,678 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,411 shares; 2025Q4: 29,560 shares 29,560 $4.76M 0.07% -851 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,000 shares; 2024Q4: 169,500 shares; 2025Q1: 161,000 shares; 2025Q2: 160,000 shares; 2025Q3: 160,052 shares; 2025Q4: 160,052 shares 160,052 $4.74M 0.07% 0 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: 16,847 shares; 2024Q4: 19,349 shares; 2025Q1: 20,219 shares; 2025Q2: 19,124 shares; 2025Q3: 18,821 shares; 2025Q4: 18,083 shares 18,083 $4.68M 0.07% -738 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,312 shares; 2025Q1: 38,004 shares; 2025Q2: 31,965 shares; 2025Q3: 32,393 shares; 2025Q4: 32,622 shares 32,622 $4.68M 0.07% +229 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,875 shares; 2024Q4: 16,991 shares; 2025Q1: 17,077 shares; 2025Q2: 14,116 shares; 2025Q3: 10,495 shares; 2025Q4: 10,474 shares 10,474 $4.67M 0.07% -21 BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 98,247 shares; 2025Q4: 98,145 shares 98,145 $4.67M 0.07% -102 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: 17,675 shares; 2025Q1: 18,053 shares; 2025Q2: 17,612 shares; 2025Q3: 17,503 shares; 2025Q4: 16,568 shares 16,568 $4.59M 0.07% -935 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 59,826 shares; 2025Q2: 68,164 shares; 2025Q3: 59,992 shares; 2025Q4: 32,185 shares 32,185 $4.57M 0.07% -27,807 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: not reported; 2024Q4: 102,784 shares; 2025Q1: 101,870 shares; 2025Q2: 101,618 shares; 2025Q3: 106,124 shares; 2025Q4: 102,495 shares 102,495 $4.55M 0.07% -3,629 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,598 shares; 2025Q1: 6,415 shares; 2025Q2: 9,393 shares; 2025Q3: 34,139 shares; 2025Q4: 35,446 shares 35,446 $4.46M 0.07% +1,307 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,847 shares; 2024Q4: 52,902 shares; 2025Q1: 55,188 shares; 2025Q2: 54,434 shares; 2025Q3: 51,300 shares; 2025Q4: 119,915 shares 119,915 $4.42M 0.06% +68,615 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,042 shares; 2025Q4: 223,336 shares 223,336 $4.41M 0.06% +4,294 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,814 shares; 2025Q4: 145,568 shares 145,568 $4.38M 0.06% +3,754 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,884 shares; 2025Q4: 219,946 shares 219,946 $4.37M 0.06% +62 Timeline STXK EA SERIES TRUST More: the full row for EA 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: 114,072 shares; 2025Q4: 129,949 shares 129,949 $4.32M 0.06% +15,877 Timeline MODL 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: 90,722 shares; 2025Q2: 90,581 shares; 2025Q3: 93,910 shares; 2025Q4: 90,834 shares 90,834 $4.32M 0.06% -3,076 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,582 shares; 2025Q4: 173,562 shares 173,562 $4.23M 0.06% +37,980 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 422,426 shares; 2025Q4: 473,050 shares 473,050 $4.22M 0.06% +50,624 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,774 shares; 2025Q4: 66,624 shares 66,624 $4.21M 0.06% -1,150 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,628 shares; 2025Q2: 59,541 shares; 2025Q3: 61,843 shares; 2025Q4: 66,738 shares 66,738 $4.21M 0.06% +4,895 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 16,918 shares; 2025Q4: 19,131 shares 19,131 $4.2M 0.06% +2,213 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778,753 shares; 2025Q3: 1,305,056 shares; 2025Q4: 1,362,236 shares 1,362,236 $4.12M 0.06% +57,180 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: not reported; 2025Q2: not reported; 2025Q3: 130,259 shares; 2025Q4: 114,838 shares 114,838 $4.11M 0.06% -15,421 Timeline FXZ 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: 6,897 shares; 2025Q4: 63,029 shares 63,029 $4.09M 0.06% +56,132 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: 71,925 shares; 2024Q4: 72,456 shares; 2025Q1: 25,296 shares; 2025Q2: 24,666 shares; 2025Q3: 26,006 shares; 2025Q4: 25,998 shares 25,998 $4.03M 0.06% -8 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,155 shares; 2025Q4: 91,927 shares 91,927 $4.01M 0.06% +55,772 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,037 shares; 2025Q1: 3,461 shares; 2025Q2: 49,333 shares; 2025Q3: 49,186 shares; 2025Q4: 43,961 shares 43,961 $4.01M 0.06% -5,225 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,258 shares; 2024Q4: 21,845 shares; 2025Q1: 25,473 shares; 2025Q2: 67,280 shares; 2025Q3: 84,172 shares; 2025Q4: 90,358 shares 90,358 $4.01M 0.06% +6,186 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,492 shares; 2025Q4: 88,713 shares 88,713 $3.97M 0.06% -4,779 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: 8,103 shares; 2024Q4: 15,914 shares; 2025Q1: 15,410 shares; 2025Q2: 17,671 shares; 2025Q3: 21,543 shares; 2025Q4: 21,293 shares 21,293 $3.92M 0.06% -250 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,101 shares; 2025Q4: 113,065 shares 113,065 $3.92M 0.06% +8,964 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,640 shares; 2025Q4: 153,538 shares 153,538 $3.9M 0.06% +1,898 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: 16,149 shares; 2024Q4: 14,233 shares; 2025Q1: 18,881 shares; 2025Q2: 77,699 shares; 2025Q3: 64,653 shares; 2025Q4: 72,151 shares 72,151 $3.89M 0.06% +7,498 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 6,752 shares; 2025Q1: 6,924 shares; 2025Q2: 8,287 shares; 2025Q3: 8,339 shares; 2025Q4: 8,307 shares 8,307 $3.88M 0.06% -32 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: 13,314 shares; 2024Q4: 15,444 shares; 2025Q1: 15,531 shares; 2025Q2: 14,557 shares; 2025Q3: 15,310 shares; 2025Q4: 15,094 shares 15,094 $3.88M 0.06% -216 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,846 shares; 2025Q4: 43,213 shares 43,213 $3.86M 0.06% +367 Timeline FMHI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,191 shares; 2025Q4: 80,320 shares 80,320 $3.85M 0.06% +7,129 Timeline FNCL 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: 13,527 shares; 2024Q4: 13,821 shares; 2025Q1: 13,929 shares; 2025Q2: 12,816 shares; 2025Q3: 47,817 shares; 2025Q4: 49,410 shares 49,410 $3.84M 0.06% +1,593 Timeline HNDL 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: not reported; 2025Q3: 158,529 shares; 2025Q4: 173,508 shares 173,508 $3.82M 0.06% +14,979 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,607 shares; 2024Q4: 35,435 shares; 2025Q1: 34,598 shares; 2025Q2: 35,577 shares; 2025Q3: 38,034 shares; 2025Q4: 38,134 shares 38,134 $3.81M 0.06% +100 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,369 shares; 2025Q4: 81,671 shares 81,671 $3.8M 0.06% +302 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,603 shares; 2024Q4: 33,050 shares; 2025Q1: 33,001 shares; 2025Q2: 31,847 shares; 2025Q3: 32,118 shares; 2025Q4: 34,512 shares 34,512 $3.79M 0.06% +2,394 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: 4,597 shares; 2024Q4: 4,457 shares; 2025Q1: 4,863 shares; 2025Q2: 4,834 shares; 2025Q3: 4,126 shares; 2025Q4: 4,289 shares 4,289 $3.77M 0.06% +163 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: 8,087 shares; 2024Q4: 19,094 shares; 2025Q1: 20,519 shares; 2025Q2: 21,756 shares; 2025Q3: 27,632 shares; 2025Q4: 28,165 shares 28,165 $3.74M 0.05% +533 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,833 shares; 2025Q4: 114,864 shares 114,864 $3.73M 0.05% +19,031 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 8,176 shares; 2025Q1: 8,643 shares; 2025Q2: 9,039 shares; 2025Q3: 9,342 shares; 2025Q4: 8,754 shares 8,754 $3.73M 0.05% -588 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 19,434 shares; 2025Q1: 20,893 shares; 2025Q2: 24,806 shares; 2025Q3: 27,373 shares; 2025Q4: 30,372 shares 30,372 $3.73M 0.05% +2,999 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145,053 shares; 2025Q1: 145,383 shares; 2025Q2: 150,290 shares; 2025Q3: 154,847 shares; 2025Q4: 154,708 shares 154,708 $3.73M 0.05% -139 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,568 shares; 2024Q4: 93,977 shares; 2025Q1: 94,024 shares; 2025Q2: 94,024 shares; 2025Q3: 94,101 shares; 2025Q4: 94,301 shares 94,301 $3.72M 0.05% +200 Timeline IMCB ISHARES TR More: 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: 40,919 shares; 2025Q4: 44,878 shares 44,878 $3.71M 0.05% +3,959 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: 30,264 shares; 2024Q4: 37,493 shares; 2025Q1: 37,856 shares; 2025Q2: 57,332 shares; 2025Q3: 61,923 shares; 2025Q4: 62,743 shares 62,743 $3.68M 0.05% +820 Timeline FEZ 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: not reported; 2024Q4: not reported; 2025Q1: 54,698 shares; 2025Q2: 57,035 shares; 2025Q3: 55,859 shares; 2025Q4: 56,875 shares 56,875 $3.66M 0.05% +1,016 Timeline DXJ 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: 32,850 shares; 2025Q1: 224,707 shares; 2025Q2: 31,047 shares; 2025Q3: 25,453 shares; 2025Q4: 25,351 shares 25,351 $3.65M 0.05% -102 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,760 shares; 2025Q4: 145,288 shares 145,288 $3.61M 0.05% +24,528 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: 14,561 shares; 2024Q4: 12,483 shares; 2025Q1: 12,653 shares; 2025Q2: 12,036 shares; 2025Q3: 11,669 shares; 2025Q4: 11,088 shares 11,088 $3.59M 0.05% -581 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,438 shares; 2025Q1: 12,312 shares; 2025Q2: 12,674 shares; 2025Q3: 13,164 shares; 2025Q4: 66,904 shares 66,904 $3.59M 0.05% +53,740 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: 10,181 shares; 2024Q4: 11,783 shares; 2025Q1: 38,297 shares; 2025Q2: 38,273 shares; 2025Q3: 39,605 shares; 2025Q4: 40,369 shares 40,369 $3.57M 0.05% +764 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,604 shares; 2025Q4: 85,746 shares 85,746 $3.56M 0.05% -1,858 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: 31,544 shares; 2024Q4: 78,145 shares; 2025Q1: 93,727 shares; 2025Q2: 119,499 shares; 2025Q3: 124,587 shares; 2025Q4: 141,107 shares 141,107 $3.51M 0.05% +16,520 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: 20,375 shares; 2024Q4: 29,742 shares; 2025Q1: 31,879 shares; 2025Q2: 30,310 shares; 2025Q3: 30,998 shares; 2025Q4: 30,322 shares 30,322 $3.5M 0.05% -676 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 6,382 shares; 2025Q1: 6,309 shares; 2025Q2: 5,603 shares; 2025Q3: 4,464 shares; 2025Q4: 28,597 shares 28,597 $3.49M 0.05% +24,133 Timeline BUG 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: 118,396 shares; 2025Q4: 113,828 shares 113,828 $3.47M 0.05% -4,568 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,982 shares; 2025Q4: 101,091 shares 101,091 $3.46M 0.05% -2,891 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 10,834 shares; 2025Q2: 11,693 shares; 2025Q3: 13,298 shares; 2025Q4: 12,553 shares 12,553 $3.45M 0.05% -745 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,229 shares; 2024Q4: 105,644 shares; 2025Q1: 105,848 shares; 2025Q2: 104,371 shares; 2025Q3: 115,659 shares; 2025Q4: 111,445 shares 111,445 $3.45M 0.05% -4,214 Timeline SCYB 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: not reported; 2025Q3: not reported; 2025Q4: 130,589 shares 130,589 $3.45M 0.05% new 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: 13,662 shares; 2024Q4: 14,926 shares; 2025Q1: 21,627 shares; 2025Q2: 20,646 shares; 2025Q3: 25,895 shares; 2025Q4: 29,351 shares 29,351 $3.42M 0.05% +3,456 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 8,096 shares; 2025Q2: 6,733 shares; 2025Q3: 116,682 shares; 2025Q4: 116,758 shares 116,758 $3.42M 0.05% +76 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: 25,913 shares; 2024Q4: 23,983 shares; 2025Q1: 30,627 shares; 2025Q2: 27,029 shares; 2025Q3: 35,558 shares; 2025Q4: 34,384 shares 34,384 $3.41M 0.05% -1,174 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,654 shares; 2025Q4: 76,549 shares 76,549 $3.4M 0.05% -4,105 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,845 shares; 2025Q4: 149,639 shares 149,639 $3.39M 0.05% +19,794 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: 16,804 shares; 2024Q4: 15,588 shares; 2025Q1: 15,653 shares; 2025Q2: 15,837 shares; 2025Q3: 16,082 shares; 2025Q4: 16,109 shares 16,109 $3.37M 0.05% +27 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,830 shares; 2025Q4: 66,251 shares 66,251 $3.34M 0.05% +14,421 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 126,045 shares; 2025Q4: 148,664 shares 148,664 $3.33M 0.05% +22,619 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: 10,652 shares; 2024Q4: 10,531 shares; 2025Q1: 10,589 shares; 2025Q2: 10,555 shares; 2025Q3: 10,723 shares; 2025Q4: 9,719 shares 9,719 $3.33M 0.05% -1,004 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 10,535 shares; 2025Q1: 4,062 shares; 2025Q2: 4,091 shares; 2025Q3: 4,134 shares; 2025Q4: 4,062 shares 4,062 $3.29M 0.05% -72 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210,497 shares; 2025Q1: 210,497 shares; 2025Q2: 210,497 shares; 2025Q3: 210,497 shares; 2025Q4: 210,497 shares 210,497 $3.28M 0.05% 0 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,653 shares; 2025Q4: 125,285 shares 125,285 $3.26M 0.05% -3,368 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,167 shares; 2024Q4: 112,631 shares; 2025Q1: 113,261 shares; 2025Q2: 115,687 shares; 2025Q3: 111,360 shares; 2025Q4: 112,858 shares 112,858 $3.25M 0.05% +1,498 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,397 shares; 2025Q4: 54,823 shares 54,823 $3.23M 0.05% +426 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,458 shares; 2025Q1: 84,458 shares; 2025Q2: 84,458 shares; 2025Q3: 84,812 shares; 2025Q4: 84,812 shares 84,812 $3.23M 0.05% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES 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: 222,978 shares; 2025Q3: 444,271 shares; 2025Q4: 903,392 shares 903,392 $3.22M 0.05% +459,121 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 268,639 shares; 2025Q4: 181,998 shares 181,998 $3.22M 0.05% -86,641 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,152 shares; 2025Q4: 31,499 shares 31,499 $3.21M 0.05% +2,347 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,369 shares; 2025Q3: 68,440 shares; 2025Q4: 73,671 shares 73,671 $3.21M 0.05% +5,231 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 277,209 shares; 2025Q4: 316,086 shares 316,086 $3.2M 0.05% +38,877 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,376 shares; 2025Q4: 109,311 shares 109,311 $3.18M 0.05% +6,935 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 3,505 shares; 2025Q2: 3,171 shares; 2025Q3: 13,554 shares; 2025Q4: 13,142 shares 13,142 $3.17M 0.05% -412 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145,142 shares; 2025Q1: 145,000 shares; 2025Q2: 145,000 shares; 2025Q3: 145,000 shares; 2025Q4: 145,000 shares 145,000 $3.16M 0.05% 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: 16,903 shares; 2024Q4: 17,154 shares; 2025Q1: 18,318 shares; 2025Q2: 18,041 shares; 2025Q3: 13,987 shares; 2025Q4: 13,652 shares 13,652 $3.16M 0.05% -335 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,557 shares; 2024Q4: 35,090 shares; 2025Q1: not reported; 2025Q2: 32,363 shares; 2025Q3: 32,554 shares; 2025Q4: 38,222 shares 38,222 $3.15M 0.05% +5,668 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,923 shares; 2025Q1: 7,555 shares; 2025Q2: 6,321 shares; 2025Q3: 16,474 shares; 2025Q4: 16,624 shares 16,624 $3.13M 0.05% +150 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,647 shares; 2025Q4: 65,444 shares 65,444 $3.11M 0.05% +4,797 Timeline CDX 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: 17,556 shares; 2025Q1: 146,249 shares; 2025Q2: 116,379 shares; 2025Q3: 125,950 shares; 2025Q4: 138,482 shares 138,482 $3.08M 0.05% +12,532 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: not reported; 2024Q4: 10,932 shares; 2025Q1: 16,536 shares; 2025Q2: 14,610 shares; 2025Q3: 20,015 shares; 2025Q4: 21,683 shares 21,683 $3.07M 0.05% +1,668 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,075 shares; 2025Q2: 9,513 shares; 2025Q3: 9,330 shares; 2025Q4: 10,105 shares 10,105 $3.04M 0.04% +775 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: 9,328 shares; 2024Q4: 9,641 shares; 2025Q1: 24,578 shares; 2025Q2: 26,739 shares; 2025Q3: 27,488 shares; 2025Q4: 25,832 shares 25,832 $3.04M 0.04% -1,656 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 106,289 shares; 2025Q4: 95,934 shares 95,934 $3.02M 0.04% -10,355 Timeline DERM JOURNEY MED CORP More: the full row for JOURNEY MED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 379,829 shares; 2025Q4: 390,419 shares 390,419 $3.01M 0.04% +10,590 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,136 shares; 2025Q1: 150,136 shares; 2025Q2: 151,286 shares; 2025Q3: 151,086 shares; 2025Q4: 150,986 shares 150,986 $3M 0.04% -100 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,181 shares; 2025Q4: 32,666 shares 32,666 $2.99M 0.04% +25,485 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: not reported; 2025Q2: not reported; 2025Q3: 129,465 shares; 2025Q4: 139,948 shares 139,948 $2.97M 0.04% +10,483 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,002 shares; 2025Q4: 108,494 shares 108,494 $2.97M 0.04% +71,492 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,081 shares; 2024Q4: 20,330 shares; 2025Q1: 22,556 shares; 2025Q2: 22,844 shares; 2025Q3: 29,011 shares; 2025Q4: 30,683 shares 30,683 $2.97M 0.04% +1,672 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,044 shares; 2025Q2: 12,162 shares; 2025Q3: 11,948 shares; 2025Q4: 10,546 shares 10,546 $2.97M 0.04% -1,402 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 179,078 shares; 2025Q3: 210,145 shares; 2025Q4: 211,048 shares 211,048 $2.96M 0.04% +903 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,371 shares; 2024Q4: 35,898 shares; 2025Q1: not reported; 2025Q2: 3,666 shares; 2025Q3: 56,483 shares; 2025Q4: 54,606 shares 54,606 $2.95M 0.04% -1,877 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,403 shares; 2025Q4: 5,340 shares 5,340 $2.95M 0.04% -63 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: 21,789 shares; 2024Q4: 19,628 shares; 2025Q1: 20,250 shares; 2025Q2: 36,558 shares; 2025Q3: 44,162 shares; 2025Q4: 42,446 shares 42,446 $2.95M 0.04% -1,716 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,860 shares; 2025Q4: 29,249 shares 29,249 $2.94M 0.04% -12,611 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,055 shares; 2024Q4: 29,483 shares; 2025Q1: 29,495 shares; 2025Q2: 32,719 shares; 2025Q3: 32,275 shares; 2025Q4: 30,764 shares 30,764 $2.93M 0.04% -1,511 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: 9,047 shares; 2024Q4: 11,214 shares; 2025Q1: 15,583 shares; 2025Q2: 13,534 shares; 2025Q3: 36,662 shares; 2025Q4: 23,444 shares 23,444 $2.89M 0.04% -13,218 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: 5,974 shares; 2024Q4: 12,463 shares; 2025Q1: 13,034 shares; 2025Q2: 13,403 shares; 2025Q3: 15,252 shares; 2025Q4: 14,821 shares 14,821 $2.88M 0.04% -431 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,850 shares; 2024Q4: 68,267 shares; 2025Q1: 69,313 shares; 2025Q2: 97,822 shares; 2025Q3: 101,847 shares; 2025Q4: 100,591 shares 100,591 $2.86M 0.04% -1,256 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,750 shares; 2025Q4: 40,072 shares 40,072 $2.86M 0.04% +2,322 Timeline FXN 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: 182,729 shares; 2025Q4: 172,025 shares 172,025 $2.83M 0.04% -10,704 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,620 shares; 2024Q4: 50,658 shares; 2025Q1: 51,151 shares; 2025Q2: 56,378 shares; 2025Q3: 56,811 shares; 2025Q4: 55,483 shares 55,483 $2.82M 0.04% -1,328 Timeline SMIN ISHARES TR More: 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: 37,157 shares; 2025Q4: 40,193 shares 40,193 $2.81M 0.04% +3,036 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: not reported; 2025Q2: not reported; 2025Q3: 82,135 shares; 2025Q4: 87,957 shares 87,957 $2.79M 0.04% +5,822 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: not reported; 2024Q4: not reported; 2025Q1: 28,501 shares; 2025Q2: 27,632 shares; 2025Q3: 29,039 shares; 2025Q4: 28,219 shares 28,219 $2.77M 0.04% -820 Timeline COPX 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: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,622 shares; 2025Q3: 37,622 shares; 2025Q4: 37,622 shares 37,622 $2.76M 0.04% 0 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: 3,123 shares; 2024Q4: 6,666 shares; 2025Q1: 9,719 shares; 2025Q2: 7,843 shares; 2025Q3: 8,499 shares; 2025Q4: 8,653 shares 8,653 $2.76M 0.04% +154 Timeline SMBS 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: not reported; 2025Q3: 106,267 shares; 2025Q4: 106,922 shares 106,922 $2.75M 0.04% +655 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212,461 shares; 2025Q3: 254,621 shares; 2025Q4: 252,691 shares 252,691 $2.74M 0.04% -1,930 Timeline DBJP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,914 shares; 2025Q4: 28,841 shares 28,841 $2.73M 0.04% -1,073 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,406 shares; 2025Q3: 13,604 shares; 2025Q4: 16,241 shares 16,241 $2.73M 0.04% +2,637 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,876 shares 78,876 $2.71M 0.04% new Timeline IMTB ISHARES TR More: 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: 62,479 shares; 2025Q4: 61,370 shares 61,370 $2.71M 0.04% -1,109 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,450 shares; 2024Q4: 59,241 shares; 2025Q1: 58,739 shares; 2025Q2: 58,815 shares; 2025Q3: 58,828 shares; 2025Q4: 51,795 shares 51,795 $2.71M 0.04% -7,033 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,234 shares; 2025Q3: 66,789 shares; 2025Q4: 65,627 shares 65,627 $2.71M 0.04% -1,162 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,578 shares; 2025Q1: 10,998 shares; 2025Q2: 16,241 shares; 2025Q3: 16,195 shares; 2025Q4: 15,850 shares 15,850 $2.69M 0.04% -345 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS 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: 90,126 shares 90,126 $2.69M 0.04% new 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: 23,730 shares; 2024Q4: 28,007 shares; 2025Q1: 30,708 shares; 2025Q2: 27,303 shares; 2025Q3: 28,112 shares; 2025Q4: 28,647 shares 28,647 $2.68M 0.04% +535 Timeline VTWG 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: not reported; 2025Q3: 11,479 shares; 2025Q4: 11,361 shares 11,361 $2.68M 0.04% -118 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: 7,462 shares; 2024Q4: 7,743 shares; 2025Q1: 8,161 shares; 2025Q2: 8,669 shares; 2025Q3: 8,658 shares; 2025Q4: 8,512 shares 8,512 $2.68M 0.04% -146 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,202 shares; 2025Q3: 490,585 shares; 2025Q4: 1,010,876 shares 1,010,876 $2.68M 0.04% +520,291 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 6,912 shares; 2025Q1: 6,390 shares; 2025Q2: 5,814 shares; 2025Q3: 5,809 shares; 2025Q4: 6,870 shares 6,870 $2.67M 0.04% +1,061 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 545 shares; 2025Q1: 6,105 shares; 2025Q2: 5,739 shares; 2025Q3: 5,947 shares; 2025Q4: 5,949 shares 5,949 $2.65M 0.04% +2 Timeline PINK 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: not reported; 2025Q4: 72,048 shares 72,048 $2.64M 0.04% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,062 shares; 2025Q4: 51,153 shares 51,153 $2.63M 0.04% +19,091 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 31,313 shares; 2025Q1: 27,281 shares; 2025Q2: 27,569 shares; 2025Q3: 31,372 shares; 2025Q4: 32,879 shares 32,879 $2.61M 0.04% +1,507 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE 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: 302,682 shares; 2025Q4: 302,682 shares 302,682 $2.6M 0.04% 0 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,688 shares; 2025Q4: 31,900 shares 31,900 $2.58M 0.04% +8,212 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,568 shares; 2024Q4: 5,482 shares; 2025Q1: 16,667 shares; 2025Q2: 22,690 shares; 2025Q3: 20,880 shares; 2025Q4: 19,810 shares 19,810 $2.58M 0.04% -1,070 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,146 shares; 2024Q4: 19,269 shares; 2025Q1: 42,447 shares; 2025Q2: 45,755 shares; 2025Q3: 23,350 shares; 2025Q4: 23,306 shares 23,306 $2.57M 0.04% -44 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: 7,025 shares; 2025Q1: 35,415 shares; 2025Q2: 33,830 shares; 2025Q3: 32,654 shares; 2025Q4: 32,132 shares 32,132 $2.56M 0.04% -522 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: not reported; 2024Q4: 1,579 shares; 2025Q1: 2,909 shares; 2025Q2: 10,791 shares; 2025Q3: 11,690 shares; 2025Q4: 12,805 shares 12,805 $2.56M 0.04% +1,115 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: 21,232 shares; 2024Q4: 13,549 shares; 2025Q1: 14,170 shares; 2025Q2: 9,995 shares; 2025Q3: 19,805 shares; 2025Q4: 19,959 shares 19,959 $2.55M 0.04% +154 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: 45,623 shares; 2024Q4: 277,540 shares; 2025Q1: 277,763 shares; 2025Q2: 260,520 shares; 2025Q3: 116,310 shares; 2025Q4: 50,599 shares 50,599 $2.55M 0.04% -65,711 Timeline FYBR FRONTIER COMMUNICATIONS PARE More: the full row for FRONTIER COMMUNICATIONS PARE Quarterly shares; oldest 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: 65,777 shares; 2025Q4: 66,280 shares 66,280 $2.52M 0.04% +503 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,908 shares; 2025Q1: 10,916 shares; 2025Q2: 10,036 shares; 2025Q3: 10,066 shares; 2025Q4: 10,045 shares 10,045 $2.52M 0.04% -21 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,752 shares; 2024Q4: 19,154 shares; 2025Q1: 19,418 shares; 2025Q2: 19,559 shares; 2025Q3: 20,054 shares; 2025Q4: 20,184 shares 20,184 $2.52M 0.04% +130 Timeline URA 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: 52,554 shares; 2025Q1: 52,372 shares; 2025Q2: 52,993 shares; 2025Q3: 55,595 shares; 2025Q4: 56,181 shares 56,181 $2.52M 0.04% +586 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: 4,519 shares; 2024Q4: 4,863 shares; 2025Q1: 4,773 shares; 2025Q2: 4,901 shares; 2025Q3: 5,585 shares; 2025Q4: 5,201 shares 5,201 $2.52M 0.04% -384 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: 4,158 shares; 2024Q4: 4,043 shares; 2025Q1: 3,894 shares; 2025Q2: 6,530 shares; 2025Q3: 6,606 shares; 2025Q4: 6,435 shares 6,435 $2.5M 0.04% -171 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,887 shares; 2025Q4: 65,299 shares 65,299 $2.5M 0.04% +412 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,944 shares; 2025Q4: 49,966 shares 49,966 $2.49M 0.04% +2,022 Timeline FTLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,976 shares; 2025Q4: 34,685 shares 34,685 $2.46M 0.04% -291 Timeline TOST TOAST INC More: the full row for TOAST 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: 68,688 shares; 2025Q4: 69,314 shares 69,314 $2.46M 0.04% +626 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: 38,747 shares; 2024Q4: 16,460 shares; 2025Q1: 6,168 shares; 2025Q2: 6,535 shares; 2025Q3: 7,541 shares; 2025Q4: 17,317 shares 17,317 $2.44M 0.04% +9,776 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,208 shares; 2025Q1: 16,892 shares; 2025Q2: 9,579 shares; 2025Q3: 9,278 shares; 2025Q4: 9,006 shares 9,006 $2.44M 0.04% -272 Timeline PFFD 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: 132,045 shares; 2025Q4: 128,302 shares 128,302 $2.44M 0.04% -3,743 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,476 shares; 2025Q1: 56,789 shares; 2025Q2: 55,722 shares; 2025Q3: 55,274 shares; 2025Q4: 54,669 shares 54,669 $2.43M 0.04% -605 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 4,090 shares; 2025Q1: 4,044 shares; 2025Q2: 4,052 shares; 2025Q3: 4,111 shares; 2025Q4: 4,150 shares 4,150 $2.41M 0.04% +39 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 7,469 shares; 2025Q1: 7,667 shares; 2025Q2: 7,781 shares; 2025Q3: 7,905 shares; 2025Q4: 12,967 shares 12,967 $2.4M 0.04% +5,062 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: 3,578 shares; 2024Q4: 3,579 shares; 2025Q1: 3,735 shares; 2025Q2: 3,713 shares; 2025Q3: 3,801 shares; 2025Q4: 3,607 shares 3,607 $2.39M 0.04% -194 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,543 shares; 2025Q4: 45,994 shares 45,994 $2.38M 0.03% +1,451 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD 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: 219,602 shares; 2025Q4: 102,063 shares 102,063 $2.37M 0.03% -117,539 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 6,275 shares; 2025Q1: 5,942 shares; 2025Q2: 4,611 shares; 2025Q3: 16,129 shares; 2025Q4: 16,110 shares 16,110 $2.36M 0.03% -19 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,134 shares; 2025Q4: 72,529 shares 72,529 $2.36M 0.03% +1,395 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 6,434 shares; 2025Q1: 8,367 shares; 2025Q2: 12,168 shares; 2025Q3: 12,093 shares; 2025Q4: 10,661 shares 10,661 $2.34M 0.03% -1,432 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,531 shares; 2025Q4: 45,871 shares 45,871 $2.33M 0.03% +1,340 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: 13,347 shares; 2024Q4: 14,028 shares; 2025Q1: 13,894 shares; 2025Q2: 14,121 shares; 2025Q3: 11,381 shares; 2025Q4: 8,653 shares 8,653 $2.32M 0.03% -2,728 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,342 shares; 2025Q4: 21,166 shares 21,166 $2.32M 0.03% +3,824 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,952 shares; 2024Q4: 14,953 shares; 2025Q1: 16,962 shares; 2025Q2: 39,054 shares; 2025Q3: 43,185 shares; 2025Q4: 25,059 shares 25,059 $2.32M 0.03% -18,126 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,863 shares; 2024Q4: 19,741 shares; 2025Q1: 19,461 shares; 2025Q2: 18,575 shares; 2025Q3: 18,443 shares; 2025Q4: 17,905 shares 17,905 $2.31M 0.03% -538 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest 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: 97,663 shares; 2025Q4: 100,157 shares 100,157 $2.3M 0.03% +2,494 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,946 shares 34,946 $2.29M 0.03% new Timeline DFIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,330 shares; 2025Q4: 45,625 shares 45,625 $2.28M 0.03% +7,295 Timeline BMI BADGER METER INC More: the full row for BADGER METER 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: 14,768 shares; 2025Q2: 15,182 shares; 2025Q3: 12,776 shares; 2025Q4: 13,038 shares 13,038 $2.27M 0.03% +262 Timeline HEZU ISHARES TR More: 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: 46,709 shares; 2025Q2: 49,407 shares; 2025Q3: 52,358 shares; 2025Q4: 51,759 shares 51,759 $2.26M 0.03% -599 Timeline IGF ISHARES TR More: 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: 24,014 shares; 2025Q4: 36,794 shares 36,794 $2.26M 0.03% +12,780 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN 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: 456,700 shares; 2025Q3: 504,050 shares; 2025Q4: 608,800 shares 608,800 $2.25M 0.03% +104,750 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,734 shares; 2024Q4: 30,838 shares; 2025Q1: 31,104 shares; 2025Q2: 31,195 shares; 2025Q3: 30,449 shares; 2025Q4: 30,598 shares 30,598 $2.25M 0.03% +149 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,610 shares; 2025Q2: 6,879 shares; 2025Q3: 6,863 shares; 2025Q4: 7,009 shares 7,009 $2.24M 0.03% +146 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 5,043 shares; 2025Q1: 6,943 shares; 2025Q2: 6,842 shares; 2025Q3: 6,648 shares; 2025Q4: 4,571 shares 4,571 $2.24M 0.03% -2,077 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: 4,439 shares; 2024Q4: 5,805 shares; 2025Q1: 19,286 shares; 2025Q2: 20,026 shares; 2025Q3: 19,715 shares; 2025Q4: 19,549 shares 19,549 $2.23M 0.03% -166 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,399 shares; 2024Q4: 11,294 shares; 2025Q1: 11,772 shares; 2025Q2: 11,100 shares; 2025Q3: 11,064 shares; 2025Q4: 10,477 shares 10,477 $2.22M 0.03% -587 Timeline DFAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,939 shares; 2025Q4: 58,161 shares 58,161 $2.22M 0.03% +222 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,706 shares; 2024Q4: 15,552 shares; 2025Q1: 15,983 shares; 2025Q2: 16,586 shares; 2025Q3: 15,401 shares; 2025Q4: 15,364 shares 15,364 $2.2M 0.03% -37 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: 7,067 shares; 2024Q4: 8,079 shares; 2025Q1: 9,102 shares; 2025Q2: 7,550 shares; 2025Q3: 8,702 shares; 2025Q4: 9,128 shares 9,128 $2.2M 0.03% +426 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,328 shares; 2025Q4: 114,860 shares 114,860 $2.19M 0.03% +10,532 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,589 shares; 2024Q4: 65,041 shares; 2025Q1: 53,011 shares; 2025Q2: 50,508 shares; 2025Q3: 47,774 shares; 2025Q4: 46,623 shares 46,623 $2.19M 0.03% -1,151 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: 8,204 shares; 2024Q4: 8,430 shares; 2025Q1: 9,544 shares; 2025Q2: 9,400 shares; 2025Q3: 15,495 shares; 2025Q4: 15,644 shares 15,644 $2.18M 0.03% +149 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 33,841 shares; 2025Q1: 38,954 shares; 2025Q2: 38,802 shares; 2025Q3: 40,380 shares; 2025Q4: 40,374 shares 40,374 $2.18M 0.03% -6 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: 8,115 shares; 2024Q4: 16,072 shares; 2025Q1: 12,068 shares; 2025Q2: 18,124 shares; 2025Q3: 18,463 shares; 2025Q4: 18,458 shares 18,458 $2.16M 0.03% -5 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,564 shares; 2025Q4: 35,547 shares 35,547 $2.16M 0.03% -1,017 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: 5,730 shares; 2024Q4: 5,694 shares; 2025Q1: 3,740 shares; 2025Q2: 5,648 shares; 2025Q3: 5,582 shares; 2025Q4: 5,737 shares 5,737 $2.14M 0.03% +155 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest 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: 27,115 shares; 2025Q4: 27,905 shares 27,905 $2.13M 0.03% +790 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: 5,080 shares; 2024Q4: 20,149 shares; 2025Q1: 21,685 shares; 2025Q2: 24,444 shares; 2025Q3: 25,588 shares; 2025Q4: 26,629 shares 26,629 $2.1M 0.03% +1,041 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 4,637 shares; 2025Q1: 5,660 shares; 2025Q2: 6,913 shares; 2025Q3: 9,507 shares; 2025Q4: 9,123 shares 9,123 $2.1M 0.03% -384 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,099 shares; 2024Q4: 57,286 shares; 2025Q1: 75,388 shares; 2025Q2: 75,524 shares; 2025Q3: 71,116 shares; 2025Q4: 76,605 shares 76,605 $2.1M 0.03% +5,489 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,869 shares; 2025Q4: 39,591 shares 39,591 $2.09M 0.03% -278 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: 3,578 shares; 2024Q4: 5,716 shares; 2025Q1: 4,017 shares; 2025Q2: 5,460 shares; 2025Q3: 6,145 shares; 2025Q4: 6,188 shares 6,188 $2.08M 0.03% +43 Timeline FHLC 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: 13,875 shares; 2024Q4: 13,629 shares; 2025Q1: 13,535 shares; 2025Q2: 12,105 shares; 2025Q3: 52,667 shares; 2025Q4: 28,025 shares 28,025 $2.08M 0.03% -24,642 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,178 shares; 2024Q4: 65,281 shares; 2025Q1: 56,966 shares; 2025Q2: 54,356 shares; 2025Q3: 70,272 shares; 2025Q4: 69,030 shares 69,030 $2.08M 0.03% -1,242 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,577 shares; 2025Q3: 31,053 shares; 2025Q4: 29,800 shares 29,800 $2.07M 0.03% -1,253 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 27,508 shares; 2025Q1: 29,345 shares; 2025Q2: 28,946 shares; 2025Q3: 28,711 shares; 2025Q4: 44,479 shares 44,479 $2.04M 0.03% +15,768 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,263 shares; 2025Q4: 34,686 shares 34,686 $2.04M 0.03% -577 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,621 shares; 2025Q1: 4,950 shares; 2025Q2: 17,089 shares; 2025Q3: 17,614 shares; 2025Q4: 10,481 shares 10,481 $2.03M 0.03% -7,133 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS 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: 58,138 shares; 2025Q4: 57,172 shares 57,172 $2.01M 0.03% -966 Timeline FTSM 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: 32,305 shares; 2024Q4: 33,135 shares; 2025Q1: 44,141 shares; 2025Q2: 32,484 shares; 2025Q3: 37,306 shares; 2025Q4: 33,274 shares 33,274 $1.99M 0.03% -4,032 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,041 shares; 2025Q4: 15,049 shares 15,049 $1.99M 0.03% +8 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 5,765 shares; 2025Q1: 6,129 shares; 2025Q2: 6,286 shares; 2025Q3: 6,400 shares; 2025Q4: 6,424 shares 6,424 $1.99M 0.03% +24 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 130,124 shares; 2025Q4: 78,627 shares 78,627 $1.99M 0.03% -51,497 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,932 shares; 2025Q3: 43,278 shares; 2025Q4: 50,867 shares 50,867 $1.99M 0.03% +7,589 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: not reported; 2025Q2: not reported; 2025Q3: 17,906 shares; 2025Q4: 21,982 shares 21,982 $1.98M 0.03% +4,076 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 14,429 shares; 2025Q1: 14,864 shares; 2025Q2: 16,892 shares; 2025Q3: 19,342 shares; 2025Q4: 22,593 shares 22,593 $1.98M 0.03% +3,251 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,120 shares; 2025Q3: 193,220 shares; 2025Q4: 592,051 shares 592,051 $1.98M 0.03% +398,831 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,060 shares; 2025Q3: 81,495 shares; 2025Q4: 94,294 shares 94,294 $1.97M 0.03% +12,799 Timeline