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: 404,026 shares; 2024Q3: 397,063 shares; 2024Q4: 482,714 shares; 2025Q1: 449,674 shares; 2025Q2: 453,077 shares; 2025Q3: 563,603 shares; 2025Q4: 559,423 shares 559,423 $104M 2.73% -4,180 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: 326,103 shares; 2024Q3: 354,994 shares; 2024Q4: 400,922 shares; 2025Q1: 412,924 shares; 2025Q2: 398,562 shares; 2025Q3: 404,034 shares; 2025Q4: 371,513 shares 371,513 $101M 2.64% -32,521 Timeline PIFI 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: 936,295 shares; 2024Q3: 970,444 shares; 2024Q4: 950,275 shares; 2025Q1: 926,883 shares; 2025Q2: 940,743 shares; 2025Q3: 1,019,553 shares; 2025Q4: 1,012,334 shares 1,012,334 $96M 2.51% -7,219 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: 138,404 shares; 2024Q3: 139,890 shares; 2024Q4: 107,266 shares; 2025Q1: 107,167 shares; 2025Q2: 109,930 shares; 2025Q3: 107,584 shares; 2025Q4: 107,676 shares 107,676 $73.4M 1.92% +92 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: 1,695,984 shares; 2024Q3: 1,872,824 shares; 2024Q4: 1,884,424 shares; 2025Q1: 2,143,807 shares; 2025Q2: 2,184,992 shares; 2025Q3: 2,264,557 shares; 2025Q4: 2,282,316 shares 2,282,316 $73.2M 1.91% +17,759 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,885,172 shares; 2024Q3: 13,885,172 shares; 2024Q4: 13,885,172 shares; 2025Q1: 13,885,172 shares; 2025Q2: 13,885,172 shares; 2025Q3: 13,885,172 shares; 2025Q4: 13,885,172 shares 13,885,172 $65.8M 1.72% 0 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: 113,618 shares; 2024Q3: 109,202 shares; 2024Q4: 122,823 shares; 2025Q1: 132,228 shares; 2025Q2: 122,937 shares; 2025Q3: 121,153 shares; 2025Q4: 122,602 shares 122,602 $59.3M 1.55% +1,449 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: 159,180 shares; 2024Q3: 165,534 shares; 2024Q4: 186,393 shares; 2025Q1: 192,962 shares; 2025Q2: 197,958 shares; 2025Q3: 201,411 shares; 2025Q4: 203,504 shares 203,504 $47M 1.23% +2,093 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: 167,494 shares; 2024Q3: 162,109 shares; 2024Q4: 417,995 shares; 2025Q1: 336,416 shares; 2025Q2: 363,968 shares; 2025Q3: 324,040 shares; 2025Q4: 255,290 shares 255,290 $45.4M 1.19% -68,750 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: 40,010 shares; 2024Q3: 39,836 shares; 2024Q4: 42,084 shares; 2025Q1: 54,941 shares; 2025Q2: 52,569 shares; 2025Q3: 59,147 shares; 2025Q4: 63,549 shares 63,549 $43.5M 1.14% +4,402 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: 139,356 shares; 2024Q3: 124,888 shares; 2024Q4: 133,599 shares; 2025Q1: 147,689 shares; 2025Q2: 138,703 shares; 2025Q3: 133,637 shares; 2025Q4: 135,713 shares 135,713 $42.6M 1.11% +2,076 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: 76,960 shares; 2024Q3: 66,113 shares; 2024Q4: 78,353 shares; 2025Q1: 73,762 shares; 2025Q2: 62,914 shares; 2025Q3: 64,019 shares; 2025Q4: 64,283 shares 64,283 $39.5M 1.03% +264 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: 184,190 shares; 2024Q3: 168,226 shares; 2024Q4: 160,385 shares; 2025Q1: 621,800 shares; 2025Q2: 635,311 shares; 2025Q3: 672,463 shares; 2025Q4: 673,436 shares 673,436 $37M 0.97% +973 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: 240,546 shares; 2024Q3: 284,061 shares; 2024Q4: 286,890 shares; 2025Q1: 297,610 shares; 2025Q2: 296,827 shares; 2025Q3: 306,658 shares; 2025Q4: 307,303 shares 307,303 $37M 0.97% +645 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: 193,339 shares; 2024Q3: 188,455 shares; 2024Q4: 186,721 shares; 2025Q1: 187,063 shares; 2025Q2: 196,912 shares; 2025Q3: 190,703 shares; 2025Q4: 188,148 shares 188,148 $34.5M 0.9% -2,555 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: 192,475 shares; 2024Q3: 179,091 shares; 2024Q4: 177,695 shares; 2025Q1: 199,627 shares; 2025Q2: 211,404 shares; 2025Q3: 212,309 shares; 2025Q4: 213,314 shares 213,314 $32.5M 0.85% +1,005 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: 259,588 shares; 2024Q3: 257,250 shares; 2024Q4: 245,758 shares; 2025Q1: 252,722 shares; 2025Q2: 293,098 shares; 2025Q3: 295,770 shares; 2025Q4: 290,660 shares 290,660 $32.4M 0.85% -5,110 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 345,532 shares; 2024Q3: 464,179 shares; 2024Q4: 484,683 shares; 2025Q1: 493,681 shares; 2025Q2: 493,858 shares; 2025Q3: 578,009 shares; 2025Q4: 578,421 shares 578,421 $30.9M 0.81% +412 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 94,273 shares; 2024Q3: 123,153 shares; 2024Q4: 104,286 shares; 2025Q1: 86,576 shares; 2025Q2: 86,026 shares; 2025Q3: 89,668 shares; 2025Q4: 91,664 shares 91,664 $30.7M 0.8% +1,996 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: 22,712 shares; 2024Q3: 20,155 shares; 2024Q4: 31,619 shares; 2025Q1: 34,432 shares; 2025Q2: 36,944 shares; 2025Q3: 37,138 shares; 2025Q4: 46,419 shares 46,419 $30.6M 0.8% +9,281 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 98,436 shares; 2024Q3: 93,227 shares; 2024Q4: 97,790 shares; 2025Q1: 101,124 shares; 2025Q2: 100,061 shares; 2025Q3: 101,020 shares; 2025Q4: 96,606 shares 96,606 $30.2M 0.79% -4,414 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: 917,705 shares; 2024Q3: 1,192,800 shares; 2024Q4: 1,186,461 shares; 2025Q1: 526,920 shares; 2025Q2: 485,040 shares; 2025Q3: 333,871 shares; 2025Q4: 331,569 shares 331,569 $28.9M 0.75% -2,302 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: 81,281 shares; 2024Q3: 75,249 shares; 2024Q4: 64,808 shares; 2025Q1: 89,773 shares; 2025Q2: 85,321 shares; 2025Q3: 84,001 shares; 2025Q4: 85,959 shares 85,959 $27.7M 0.72% +1,958 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: 4,178 shares; 2024Q3: 41,710 shares; 2024Q4: 89,410 shares; 2025Q1: 119,412 shares; 2025Q2: 50,586 shares; 2025Q3: 76,770 shares; 2025Q4: 79,104 shares 79,104 $27.4M 0.72% +2,334 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: 697,760 shares; 2024Q3: 720,038 shares; 2024Q4: 754,871 shares; 2025Q1: 743,222 shares; 2025Q2: 1,125,676 shares; 2025Q3: 1,085,830 shares; 2025Q4: 1,088,271 shares 1,088,271 $27M 0.71% +2,441 Timeline OPER 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: 388,656 shares; 2024Q3: 392,366 shares; 2024Q4: 376,283 shares; 2025Q1: 355,937 shares; 2025Q2: 365,209 shares; 2025Q3: 253,596 shares; 2025Q4: 267,668 shares 267,668 $26.8M 0.7% +14,072 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: 125,815 shares; 2024Q3: 119,591 shares; 2024Q4: 115,202 shares; 2025Q1: 122,958 shares; 2025Q2: 127,479 shares; 2025Q3: 126,188 shares; 2025Q4: 125,593 shares 125,593 $26M 0.68% -595 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 144,533 shares; 2024Q3: 146,403 shares; 2024Q4: 140,722 shares; 2025Q1: 273,303 shares; 2025Q2: 323,505 shares; 2025Q3: 324,411 shares; 2025Q4: 425,968 shares 425,968 $25.9M 0.68% +101,557 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: 972,297 shares; 2024Q3: 991,848 shares; 2024Q4: 1,006,789 shares; 2025Q1: 1,157,959 shares; 2025Q2: 1,257,807 shares; 2025Q3: 1,430,621 shares; 2025Q4: 1,560,110 shares 1,560,110 $25.7M 0.67% +129,489 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: 14,309 shares; 2024Q3: 12,175 shares; 2024Q4: 11,470 shares; 2025Q1: 18,749 shares; 2025Q2: 36,711 shares; 2025Q3: 70,908 shares; 2025Q4: 76,408 shares 76,408 $25.2M 0.66% +5,500 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 416,074 shares; 2024Q3: 407,482 shares; 2024Q4: 396,676 shares; 2025Q1: 901,204 shares; 2025Q2: 914,996 shares; 2025Q3: 916,063 shares; 2025Q4: 876,731 shares 876,731 $24.1M 0.63% -39,332 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 280,218 shares; 2024Q3: 281,825 shares; 2024Q4: 426,524 shares; 2025Q1: 244,379 shares; 2025Q2: 187,943 shares; 2025Q3: 253,151 shares; 2025Q4: 237,999 shares 237,999 $23.8M 0.62% -15,152 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: 142,467 shares; 2024Q3: 135,844 shares; 2024Q4: 209,317 shares; 2025Q1: 206,154 shares; 2025Q2: 211,616 shares; 2025Q3: 212,888 shares; 2025Q4: 207,437 shares 207,437 $22.9M 0.6% -5,451 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 607,366 shares; 2024Q3: 614,256 shares; 2024Q4: 618,493 shares; 2025Q1: 634,511 shares; 2025Q2: 642,420 shares; 2025Q3: 643,606 shares; 2025Q4: 647,637 shares 647,637 $21.9M 0.57% +4,031 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: 155,050 shares; 2024Q3: 162,114 shares; 2024Q4: 163,560 shares; 2025Q1: 164,345 shares; 2025Q2: 166,997 shares; 2025Q3: 159,821 shares; 2025Q4: 163,310 shares 163,310 $21.7M 0.57% +3,489 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: 285,874 shares; 2024Q3: 306,097 shares; 2024Q4: 302,650 shares; 2025Q1: 341,885 shares; 2025Q2: 288,557 shares; 2025Q3: 258,855 shares; 2025Q4: 247,860 shares 247,860 $21.3M 0.56% -10,995 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: 52,225 shares; 2024Q3: 41,994 shares; 2024Q4: 42,407 shares; 2025Q1: 44,666 shares; 2025Q2: 42,625 shares; 2025Q3: 41,870 shares; 2025Q4: 41,927 shares 41,927 $21.1M 0.55% +57 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: 9,120 shares; 2024Q3: 9,033 shares; 2024Q4: 4,774 shares; 2025Q1: 6,871 shares; 2025Q2: 10,978 shares; 2025Q3: 21,086 shares; 2025Q4: 21,522 shares 21,522 $18.9M 0.49% +436 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: 139,237 shares; 2024Q3: 150,326 shares; 2024Q4: 146,393 shares; 2025Q1: 191,896 shares; 2025Q2: 202,800 shares; 2025Q3: 204,819 shares; 2025Q4: 199,160 shares 199,160 $18.6M 0.49% -5,659 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: 46,189 shares; 2024Q3: 49,186 shares; 2024Q4: 53,219 shares; 2025Q1: 56,208 shares; 2025Q2: 57,741 shares; 2025Q3: 59,330 shares; 2025Q4: 60,959 shares 60,959 $18.6M 0.49% +1,629 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: 28,116 shares; 2024Q3: 27,707 shares; 2024Q4: 29,354 shares; 2025Q1: 24,879 shares; 2025Q2: 23,098 shares; 2025Q3: 27,912 shares; 2025Q4: 29,245 shares 29,245 $18.3M 0.48% +1,333 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 62,337 shares; 2024Q3: 62,635 shares; 2024Q4: 60,952 shares; 2025Q1: 61,860 shares; 2025Q2: 62,214 shares; 2025Q3: 63,195 shares; 2025Q4: 63,220 shares 63,220 $18.3M 0.48% +25 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: 55,933 shares; 2024Q3: 53,754 shares; 2024Q4: 56,272 shares; 2025Q1: 52,722 shares; 2025Q2: 53,369 shares; 2025Q3: 52,513 shares; 2025Q4: 51,681 shares 51,681 $18.1M 0.47% -832 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: 50,322 shares; 2024Q3: 47,994 shares; 2024Q4: 93,689 shares; 2025Q1: 96,165 shares; 2025Q2: 112,411 shares; 2025Q3: 115,586 shares; 2025Q4: 120,605 shares 120,605 $17.7M 0.46% +5,019 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 123,977 shares; 2024Q3: 145,804 shares; 2024Q4: 519,604 shares; 2025Q1: 493,947 shares; 2025Q2: 638,802 shares; 2025Q3: 624,285 shares; 2025Q4: 635,230 shares 635,230 $17.3M 0.45% +10,945 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: 61,348 shares; 2024Q3: 70,516 shares; 2024Q4: 60,100 shares; 2025Q1: 382,189 shares; 2025Q2: 372,227 shares; 2025Q3: 371,360 shares; 2025Q4: 366,696 shares 366,696 $17.1M 0.45% -4,664 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217,341 shares; 2025Q2: 222,308 shares; 2025Q3: 215,984 shares; 2025Q4: 203,999 shares 203,999 $17M 0.44% -11,985 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: 357,995 shares; 2024Q3: 349,297 shares; 2024Q4: 347,171 shares; 2025Q1: 346,801 shares; 2025Q2: 372,029 shares; 2025Q3: 224,078 shares; 2025Q4: 220,016 shares 220,016 $16.9M 0.44% -4,062 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: 286,097 shares; 2024Q3: 273,000 shares; 2024Q4: 151,786 shares; 2025Q1: 159,014 shares; 2025Q2: 301,026 shares; 2025Q3: 302,661 shares; 2025Q4: 288,234 shares 288,234 $16.6M 0.43% -14,427 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: 175,735 shares; 2024Q3: 178,732 shares; 2024Q4: 178,443 shares; 2025Q1: 173,683 shares; 2025Q2: 173,146 shares; 2025Q3: 173,537 shares; 2025Q4: 171,652 shares 171,652 $16.5M 0.43% -1,885 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 314,141 shares; 2024Q3: 318,509 shares; 2024Q4: 310,728 shares; 2025Q1: 301,614 shares; 2025Q2: 293,969 shares; 2025Q3: 284,939 shares; 2025Q4: 288,615 shares 288,615 $16.3M 0.43% +3,676 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: 227,883 shares; 2024Q3: 220,410 shares; 2024Q4: 233,490 shares; 2025Q1: 234,330 shares; 2025Q2: 260,457 shares; 2025Q3: 291,254 shares; 2025Q4: 319,230 shares 319,230 $16.2M 0.42% +27,976 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: not reported; 2024Q3: not reported; 2024Q4: 80,991 shares; 2025Q1: 159,496 shares; 2025Q2: 163,744 shares; 2025Q3: 299,709 shares; 2025Q4: 316,276 shares 316,276 $16.2M 0.42% +16,567 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: 164,268 shares; 2024Q3: 164,663 shares; 2024Q4: 152,843 shares; 2025Q1: 140,540 shares; 2025Q2: 121,053 shares; 2025Q3: 121,487 shares; 2025Q4: 110,518 shares 110,518 $15.9M 0.41% -10,969 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: 75,069 shares; 2024Q3: 75,049 shares; 2024Q4: 76,886 shares; 2025Q1: 25,390 shares; 2025Q2: 45,395 shares; 2025Q3: 55,388 shares; 2025Q4: 52,856 shares 52,856 $15.7M 0.41% -2,532 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: 217,630 shares; 2024Q3: 262,297 shares; 2024Q4: 278,268 shares; 2025Q1: 288,826 shares; 2025Q2: 323,583 shares; 2025Q3: 346,953 shares; 2025Q4: 345,119 shares 345,119 $15.6M 0.41% -1,834 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: 186,349 shares; 2024Q3: 175,489 shares; 2024Q4: 184,981 shares; 2025Q1: 196,457 shares; 2025Q2: 207,875 shares; 2025Q3: 209,952 shares; 2025Q4: 220,754 shares 220,754 $15.4M 0.4% +10,802 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,809 shares; 2024Q3: 7,124 shares; 2024Q4: 122,240 shares; 2025Q1: 117,402 shares; 2025Q2: 107,948 shares; 2025Q3: 105,529 shares; 2025Q4: 93,297 shares 93,297 $14.9M 0.39% -12,232 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: 70,092 shares; 2024Q3: 63,868 shares; 2024Q4: 64,517 shares; 2025Q1: 68,729 shares; 2025Q2: 82,424 shares; 2025Q3: 83,030 shares; 2025Q4: 86,584 shares 86,584 $14.8M 0.39% +3,554 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 259,582 shares; 2025Q2: 263,422 shares; 2025Q3: 266,116 shares; 2025Q4: 263,104 shares 263,104 $14.7M 0.38% -3,012 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: 28,919 shares; 2024Q3: 29,500 shares; 2024Q4: 30,986 shares; 2025Q1: 30,893 shares; 2025Q2: 32,196 shares; 2025Q3: 36,818 shares; 2025Q4: 36,160 shares 36,160 $14.3M 0.37% -658 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: 4,367 shares; 2024Q3: 7,601 shares; 2024Q4: 33,656 shares; 2025Q1: 59,838 shares; 2025Q2: 62,234 shares; 2025Q3: 62,708 shares; 2025Q4: 64,316 shares 64,316 $14M 0.36% +1,608 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,330 shares; 2024Q3: 3,336 shares; 2024Q4: 41,044 shares; 2025Q1: 128,700 shares; 2025Q2: 175,706 shares; 2025Q3: 182,323 shares; 2025Q4: 218,313 shares 218,313 $13.9M 0.36% +35,990 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: 36,642 shares; 2024Q3: 38,102 shares; 2024Q4: 32,830 shares; 2025Q1: 69,457 shares; 2025Q2: 70,416 shares; 2025Q3: 42,148 shares; 2025Q4: 41,268 shares 41,268 $13.9M 0.36% -880 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: not reported; 2024Q3: not reported; 2024Q4: 5,613 shares; 2025Q1: 5,902 shares; 2025Q2: 6,094 shares; 2025Q3: 77,934 shares; 2025Q4: 79,588 shares 79,588 $13.6M 0.36% +1,654 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: 169,820 shares; 2024Q3: 157,469 shares; 2024Q4: 95,984 shares; 2025Q1: 96,209 shares; 2025Q2: 108,491 shares; 2025Q3: 111,515 shares; 2025Q4: 113,137 shares 113,137 $13M 0.34% +1,622 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 344,464 shares; 2024Q3: 438,115 shares; 2024Q4: 389,495 shares; 2025Q1: 655,133 shares; 2025Q2: 752,241 shares; 2025Q3: 765,190 shares; 2025Q4: 770,337 shares 770,337 $13M 0.34% +5,147 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: 11,207 shares; 2024Q3: 10,975 shares; 2024Q4: 54,064 shares; 2025Q1: 15,467 shares; 2025Q2: 35,483 shares; 2025Q3: 45,319 shares; 2025Q4: 42,261 shares 42,261 $13M 0.34% -3,058 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: 29,846 shares; 2024Q3: 22,239 shares; 2024Q4: 52,510 shares; 2025Q1: 72,214 shares; 2025Q2: 70,767 shares; 2025Q3: 62,168 shares; 2025Q4: 60,750 shares 60,750 $13M 0.34% -1,418 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: 32,003 shares; 2024Q3: 13,748 shares; 2024Q4: 36,799 shares; 2025Q1: 48,452 shares; 2025Q2: 50,344 shares; 2025Q3: 42,925 shares; 2025Q4: 88,855 shares 88,855 $12.8M 0.33% +45,930 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: 96,708 shares; 2025Q3: 63,408 shares; 2025Q4: 51,973 shares 51,973 $12.6M 0.33% -11,435 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: 438,913 shares; 2024Q3: 439,758 shares; 2024Q4: 300,694 shares; 2025Q1: 399,972 shares; 2025Q2: 461,949 shares; 2025Q3: 471,208 shares; 2025Q4: 486,615 shares 486,615 $12.1M 0.32% +15,407 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 33,631 shares; 2024Q3: 38,482 shares; 2024Q4: 37,220 shares; 2025Q1: 38,807 shares; 2025Q2: 40,307 shares; 2025Q3: 40,982 shares; 2025Q4: 43,690 shares 43,690 $11.9M 0.31% +2,708 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 142,914 shares; 2024Q3: 144,535 shares; 2024Q4: 146,572 shares; 2025Q1: 157,894 shares; 2025Q2: 166,616 shares; 2025Q3: 167,559 shares; 2025Q4: 174,350 shares 174,350 $11.7M 0.31% +6,791 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: 27,159 shares; 2024Q3: 27,623 shares; 2024Q4: 30,788 shares; 2025Q1: 36,711 shares; 2025Q2: 37,519 shares; 2025Q3: 37,316 shares; 2025Q4: 31,776 shares 31,776 $11.4M 0.3% -5,540 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 75,878 shares; 2024Q3: 81,034 shares; 2024Q4: 73,287 shares; 2025Q1: 90,376 shares; 2025Q2: 89,266 shares; 2025Q3: 90,210 shares; 2025Q4: 92,306 shares 92,306 $11.3M 0.3% +2,096 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: 4,209 shares; 2024Q3: 4,614 shares; 2024Q4: 104,803 shares; 2025Q1: 102,941 shares; 2025Q2: 102,883 shares; 2025Q3: 99,109 shares; 2025Q4: 97,186 shares 97,186 $11.3M 0.29% -1,923 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: 128,701 shares; 2024Q3: 127,798 shares; 2024Q4: 130,918 shares; 2025Q1: 86,352 shares; 2025Q2: 68,894 shares; 2025Q3: 47,638 shares; 2025Q4: 49,359 shares 49,359 $11.3M 0.29% +1,721 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: 52,658 shares; 2024Q3: 48,394 shares; 2024Q4: 46,095 shares; 2025Q1: 45,483 shares; 2025Q2: 43,917 shares; 2025Q3: 46,345 shares; 2025Q4: 43,506 shares 43,506 $11.2M 0.29% -2,839 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: 2,862 shares; 2024Q3: not reported; 2024Q4: 9,296 shares; 2025Q1: 9,686 shares; 2025Q2: 42,935 shares; 2025Q3: 43,133 shares; 2025Q4: 43,694 shares 43,694 $11.1M 0.29% +561 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,673 shares; 2024Q3: 3,676 shares; 2024Q4: 69,813 shares; 2025Q1: 71,556 shares; 2025Q2: 59,141 shares; 2025Q3: 57,846 shares; 2025Q4: 53,268 shares 53,268 $10.9M 0.29% -4,578 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 61,500 shares; 2024Q3: 61,500 shares; 2024Q4: 60,501 shares; 2025Q1: 56,011 shares; 2025Q2: 52,027 shares; 2025Q3: 27,544 shares; 2025Q4: 27,343 shares 27,343 $10.9M 0.28% -201 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: not reported; 2024Q3: 2,335 shares; 2024Q4: 71,431 shares; 2025Q1: 70,265 shares; 2025Q2: 78,842 shares; 2025Q3: 77,165 shares; 2025Q4: 69,929 shares 69,929 $10.7M 0.28% -7,236 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: 118,986 shares; 2024Q3: 116,015 shares; 2024Q4: 115,351 shares; 2025Q1: 183,948 shares; 2025Q2: 170,431 shares; 2025Q3: 171,988 shares; 2025Q4: 183,664 shares 183,664 $10.7M 0.28% +11,676 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: 32,114 shares; 2024Q3: 28,333 shares; 2024Q4: 36,710 shares; 2025Q1: 40,933 shares; 2025Q2: 65,418 shares; 2025Q3: 65,487 shares; 2025Q4: 66,128 shares 66,128 $10.6M 0.28% +641 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: 168,495 shares; 2024Q3: 85,115 shares; 2024Q4: 78,894 shares; 2025Q1: 108,025 shares; 2025Q2: 93,034 shares; 2025Q3: 90,221 shares; 2025Q4: 98,671 shares 98,671 $10.5M 0.28% +8,450 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 77,699 shares; 2024Q3: 74,848 shares; 2024Q4: 74,784 shares; 2025Q1: 76,911 shares; 2025Q2: 79,954 shares; 2025Q3: 82,713 shares; 2025Q4: 93,106 shares 93,106 $10.4M 0.27% +10,393 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: 68,071 shares; 2024Q3: 68,578 shares; 2024Q4: 70,232 shares; 2025Q1: 173,812 shares; 2025Q2: 174,240 shares; 2025Q3: 173,144 shares; 2025Q4: 165,858 shares 165,858 $9.97M 0.26% -7,286 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 86,298 shares; 2024Q3: 86,376 shares; 2024Q4: 83,692 shares; 2025Q1: 108,506 shares; 2025Q2: 120,326 shares; 2025Q3: 124,200 shares; 2025Q4: 170,706 shares 170,706 $9.97M 0.26% +46,506 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: 133,674 shares; 2024Q3: 130,849 shares; 2024Q4: 129,296 shares; 2025Q1: 129,952 shares; 2025Q2: 87,977 shares; 2025Q3: 115,471 shares; 2025Q4: 143,328 shares 143,328 $9.96M 0.26% +27,857 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 61,087 shares; 2025Q1: 58,712 shares; 2025Q2: 58,237 shares; 2025Q3: 56,257 shares; 2025Q4: 53,553 shares 53,553 $9.94M 0.26% -2,704 Timeline DFAU 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: 211,846 shares; 2024Q3: 213,399 shares; 2024Q4: 213,906 shares; 2025Q1: 214,406 shares; 2025Q2: 216,958 shares; 2025Q3: 214,926 shares; 2025Q4: 212,156 shares 212,156 $9.93M 0.26% -2,770 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,222 shares; 2024Q3: 7,005 shares; 2024Q4: 6,930 shares; 2025Q1: 8,773 shares; 2025Q2: 47,988 shares; 2025Q3: 92,695 shares; 2025Q4: 193,752 shares 193,752 $9.86M 0.26% +101,057 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: 101,844 shares; 2024Q3: 105,815 shares; 2024Q4: 105,939 shares; 2025Q1: 107,042 shares; 2025Q2: 110,937 shares; 2025Q3: 116,097 shares; 2025Q4: 230,229 shares 230,229 $9.83M 0.26% +114,132 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170,762 shares; 2025Q4: 343,593 shares 343,593 $9.74M 0.25% +172,831 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: 134,555 shares; 2024Q3: 143,487 shares; 2024Q4: 158,250 shares; 2025Q1: 191,878 shares; 2025Q2: 227,328 shares; 2025Q3: 229,770 shares; 2025Q4: 235,154 shares 235,154 $9.58M 0.25% +5,384 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: 121,527 shares; 2024Q3: 124,064 shares; 2024Q4: 369,801 shares; 2025Q1: 376,129 shares; 2025Q2: 366,480 shares; 2025Q3: 355,202 shares; 2025Q4: 355,523 shares 355,523 $9.57M 0.25% +321 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 143,744 shares; 2024Q3: 126,089 shares; 2024Q4: 124,589 shares; 2025Q1: 107,606 shares; 2025Q2: 96,169 shares; 2025Q3: 93,572 shares; 2025Q4: 90,702 shares 90,702 $9.52M 0.25% -2,870 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: 4,415 shares; 2024Q3: 4,300 shares; 2024Q4: 8,509 shares; 2025Q1: 8,486 shares; 2025Q2: 11,765 shares; 2025Q3: 11,859 shares; 2025Q4: 12,608 shares 12,608 $9.5M 0.25% +749 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: 8,205 shares; 2024Q3: 7,880 shares; 2024Q4: 20,296 shares; 2025Q1: 15,057 shares; 2025Q2: 16,690 shares; 2025Q3: 20,402 shares; 2025Q4: 20,880 shares 20,880 $9.39M 0.25% +478 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 44,646 shares; 2024Q3: 46,652 shares; 2024Q4: 46,846 shares; 2025Q1: 62,433 shares; 2025Q2: 69,708 shares; 2025Q3: 77,011 shares; 2025Q4: 84,307 shares 84,307 $9.28M 0.24% +7,296 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: 7,989 shares; 2024Q3: 8,620 shares; 2024Q4: 20,176 shares; 2025Q1: 8,645 shares; 2025Q2: 11,987 shares; 2025Q3: 9,206 shares; 2025Q4: 8,611 shares 8,611 $9.25M 0.24% -595 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: 56,148 shares; 2024Q3: 59,495 shares; 2024Q4: 61,971 shares; 2025Q1: 86,203 shares; 2025Q2: 111,690 shares; 2025Q3: 133,547 shares; 2025Q4: 141,722 shares 141,722 $8.93M 0.23% +8,175 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: 165,988 shares; 2024Q3: 169,031 shares; 2024Q4: 172,253 shares; 2025Q1: 178,238 shares; 2025Q2: 190,069 shares; 2025Q3: 195,993 shares; 2025Q4: 202,724 shares 202,724 $8.85M 0.23% +6,731 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: 13,865 shares; 2024Q3: 13,808 shares; 2024Q4: 30,364 shares; 2025Q1: 29,703 shares; 2025Q2: 12,533 shares; 2025Q3: 12,680 shares; 2025Q4: 15,414 shares 15,414 $8.83M 0.23% +2,734 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48,944 shares; 2025Q1: 115,535 shares; 2025Q2: 131,993 shares; 2025Q3: 134,948 shares; 2025Q4: 137,166 shares 137,166 $8.83M 0.23% +2,218 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 129,470 shares; 2024Q3: 167,701 shares; 2024Q4: 169,421 shares; 2025Q1: 174,309 shares; 2025Q2: 177,389 shares; 2025Q3: 181,251 shares; 2025Q4: 183,099 shares 183,099 $8.76M 0.23% +1,848 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,471 shares; 2025Q3: 136,149 shares; 2025Q4: 259,744 shares 259,744 $8.65M 0.23% +123,595 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 241,973 shares; 2024Q3: 243,045 shares; 2024Q4: 217,323 shares; 2025Q1: 240,971 shares; 2025Q2: 256,307 shares; 2025Q3: 258,990 shares; 2025Q4: 175,084 shares 175,084 $8.59M 0.22% -83,906 Timeline RSPT 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: 202,055 shares; 2024Q3: 91,933 shares; 2024Q4: 206,552 shares; 2025Q1: 197,613 shares; 2025Q2: 197,215 shares; 2025Q3: 190,107 shares; 2025Q4: 188,373 shares 188,373 $8.57M 0.22% -1,734 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 145,547 shares; 2025Q1: 175,246 shares; 2025Q2: 186,621 shares; 2025Q3: 190,518 shares; 2025Q4: 250,929 shares 250,929 $8.54M 0.22% +60,411 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: 53,648 shares; 2024Q3: 49,515 shares; 2024Q4: 59,283 shares; 2025Q1: 101,705 shares; 2025Q2: 116,721 shares; 2025Q3: 106,499 shares; 2025Q4: 114,582 shares 114,582 $8.42M 0.22% +8,083 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,321 shares; 2025Q2: 62,660 shares; 2025Q3: 93,556 shares; 2025Q4: 209,707 shares 209,707 $8.41M 0.22% +116,151 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 135,662 shares; 2024Q3: 135,730 shares; 2024Q4: 123,077 shares; 2025Q1: 128,599 shares; 2025Q2: 139,452 shares; 2025Q3: 138,788 shares; 2025Q4: 138,790 shares 138,790 $8.38M 0.22% +2 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: 8,489 shares; 2024Q3: 8,255 shares; 2024Q4: 66,070 shares; 2025Q1: 86,115 shares; 2025Q2: 88,020 shares; 2025Q3: 104,095 shares; 2025Q4: 102,796 shares 102,796 $8.34M 0.22% -1,299 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: 24,519 shares; 2024Q3: 26,254 shares; 2024Q4: 69,957 shares; 2025Q1: 77,241 shares; 2025Q2: 39,113 shares; 2025Q3: 36,924 shares; 2025Q4: 42,616 shares 42,616 $8.31M 0.22% +5,692 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: 5,381 shares; 2024Q3: 19,315 shares; 2024Q4: 17,917 shares; 2025Q1: 15,195 shares; 2025Q2: 16,845 shares; 2025Q3: 16,701 shares; 2025Q4: 17,684 shares 17,684 $8.29M 0.22% +983 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,237 shares; 2024Q3: 59,670 shares; 2024Q4: 240,746 shares; 2025Q1: 258,237 shares; 2025Q2: 277,949 shares; 2025Q3: 249,651 shares; 2025Q4: 260,770 shares 260,770 $8.26M 0.22% +11,119 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 78,121 shares; 2025Q1: 74,379 shares; 2025Q2: 75,289 shares; 2025Q3: 74,856 shares; 2025Q4: 77,291 shares 77,291 $8.17M 0.21% +2,435 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: 198,677 shares; 2024Q3: 200,719 shares; 2024Q4: 204,046 shares; 2025Q1: 216,749 shares; 2025Q2: 230,223 shares; 2025Q3: 235,286 shares; 2025Q4: 234,237 shares 234,237 $8.12M 0.21% -1,049 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,850 shares; 2025Q2: 155,678 shares; 2025Q3: 158,146 shares; 2025Q4: 156,813 shares 156,813 $8.12M 0.21% -1,333 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: 15,482 shares; 2024Q3: 15,157 shares; 2024Q4: 17,118 shares; 2025Q1: 16,102 shares; 2025Q2: 14,032 shares; 2025Q3: 13,988 shares; 2025Q4: 14,141 shares 14,141 $8.07M 0.21% +153 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: 3,021 shares; 2024Q3: 36,357 shares; 2024Q4: 17,677 shares; 2025Q1: 17,126 shares; 2025Q2: 17,289 shares; 2025Q3: 16,504 shares; 2025Q4: 16,672 shares 16,672 $8.01M 0.21% +168 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 67,606 shares; 2025Q1: 65,987 shares; 2025Q2: 65,961 shares; 2025Q3: 64,497 shares; 2025Q4: 57,760 shares 57,760 $7.96M 0.21% -6,737 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: 167,462 shares; 2024Q3: 165,910 shares; 2024Q4: 89,869 shares; 2025Q1: 93,272 shares; 2025Q2: 94,257 shares; 2025Q3: 92,040 shares; 2025Q4: 176,321 shares 176,321 $7.88M 0.21% +84,281 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,707 shares; 2024Q3: 4,532 shares; 2024Q4: 4,768 shares; 2025Q1: 3,830 shares; 2025Q2: 104,591 shares; 2025Q3: 101,075 shares; 2025Q4: 90,447 shares 90,447 $7.88M 0.21% -10,628 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,505 shares; 2024Q3: 12,411 shares; 2024Q4: 88,467 shares; 2025Q1: 10,818 shares; 2025Q2: not reported; 2025Q3: 26,107 shares; 2025Q4: 28,503 shares 28,503 $7.85M 0.21% +2,396 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: not reported; 2024Q3: not reported; 2024Q4: 49,047 shares; 2025Q1: 54,494 shares; 2025Q2: 47,828 shares; 2025Q3: 56,183 shares; 2025Q4: 69,845 shares 69,845 $7.69M 0.2% +13,662 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: 18,083 shares; 2024Q3: 17,972 shares; 2024Q4: 21,094 shares; 2025Q1: 22,258 shares; 2025Q2: 25,183 shares; 2025Q3: 26,389 shares; 2025Q4: 25,276 shares 25,276 $7.68M 0.2% -1,113 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,591 shares; 2024Q3: 3,332 shares; 2024Q4: 3,738 shares; 2025Q1: 5,959 shares; 2025Q2: 33,219 shares; 2025Q3: 33,160 shares; 2025Q4: 37,349 shares 37,349 $7.68M 0.2% +4,189 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,060 shares; 2025Q4: 167,421 shares 167,421 $7.63M 0.2% +113,361 Timeline VGSH 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: not reported; 2024Q3: not reported; 2024Q4: 94,500 shares; 2025Q1: 107,825 shares; 2025Q2: 91,603 shares; 2025Q3: 107,461 shares; 2025Q4: 129,246 shares 129,246 $7.59M 0.2% +21,785 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: 63,746 shares; 2024Q3: 60,261 shares; 2024Q4: 179,593 shares; 2025Q1: 248,282 shares; 2025Q2: 254,865 shares; 2025Q3: 265,877 shares; 2025Q4: 269,420 shares 269,420 $7.39M 0.19% +3,543 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: 10,298 shares; 2024Q3: 11,431 shares; 2024Q4: 11,994 shares; 2025Q1: 11,994 shares; 2025Q2: 12,043 shares; 2025Q3: 73,234 shares; 2025Q4: 95,725 shares 95,725 $7.37M 0.19% +22,491 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: 1,376 shares; 2024Q3: 7,697 shares; 2024Q4: 8,879 shares; 2025Q1: 10,345 shares; 2025Q2: 8,686 shares; 2025Q3: 9,200 shares; 2025Q4: 11,229 shares 11,229 $7.34M 0.19% +2,029 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 162,534 shares; 2024Q3: 155,256 shares; 2024Q4: 133,884 shares; 2025Q1: 126,433 shares; 2025Q2: 131,161 shares; 2025Q3: 131,292 shares; 2025Q4: 131,788 shares 131,788 $7.26M 0.19% +496 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: 22,113 shares; 2024Q3: 22,236 shares; 2024Q4: 190,645 shares; 2025Q1: 234,833 shares; 2025Q2: 270,971 shares; 2025Q3: 250,924 shares; 2025Q4: 219,007 shares 219,007 $7.14M 0.19% -31,917 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: 18,191 shares; 2024Q3: 18,244 shares; 2024Q4: 18,400 shares; 2025Q1: 15,419 shares; 2025Q2: 9,002 shares; 2025Q3: 9,136 shares; 2025Q4: 8,233 shares 8,233 $7.1M 0.19% -903 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: not reported; 2024Q3: 7,800 shares; 2024Q4: 184,410 shares; 2025Q1: 344,658 shares; 2025Q2: 389,624 shares; 2025Q3: 162,446 shares; 2025Q4: 138,919 shares 138,919 $7.03M 0.18% -23,527 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: 68,896 shares; 2024Q3: 85,582 shares; 2024Q4: 76,555 shares; 2025Q1: 90,397 shares; 2025Q2: 90,506 shares; 2025Q3: 91,093 shares; 2025Q4: 101,057 shares 101,057 $7.01M 0.18% +9,964 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,159 shares; 2024Q3: 8,792 shares; 2024Q4: 9,334 shares; 2025Q1: 9,244 shares; 2025Q2: 8,445 shares; 2025Q3: 17,052 shares; 2025Q4: 17,756 shares 17,756 $6.87M 0.18% +704 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: 33,326 shares; 2024Q3: 37,279 shares; 2024Q4: 44,170 shares; 2025Q1: 44,632 shares; 2025Q2: 56,912 shares; 2025Q3: 57,622 shares; 2025Q4: 59,454 shares 59,454 $6.77M 0.18% +1,832 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 86,814 shares; 2024Q3: 87,802 shares; 2024Q4: 87,347 shares; 2025Q1: 41,170 shares; 2025Q2: 41,381 shares; 2025Q3: 41,475 shares; 2025Q4: 42,360 shares 42,360 $6.77M 0.18% +885 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 262,598 shares; 2024Q3: 263,645 shares; 2024Q4: 257,768 shares; 2025Q1: 272,559 shares; 2025Q2: 366,691 shares; 2025Q3: 366,854 shares; 2025Q4: 374,945 shares 374,945 $6.73M 0.18% +8,091 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: 20,800 shares; 2024Q3: 26,070 shares; 2024Q4: 98,809 shares; 2025Q1: 104,456 shares; 2025Q2: 121,285 shares; 2025Q3: 131,496 shares; 2025Q4: 103,737 shares 103,737 $6.68M 0.17% -27,759 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,276 shares; 2024Q3: 5,287 shares; 2024Q4: 5,696 shares; 2025Q1: 6,460 shares; 2025Q2: 6,753 shares; 2025Q3: 60,713 shares; 2025Q4: 54,960 shares 54,960 $6.58M 0.17% -5,753 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: 21,785 shares; 2024Q3: 22,041 shares; 2024Q4: 16,480 shares; 2025Q1: 17,771 shares; 2025Q2: 19,156 shares; 2025Q3: 19,333 shares; 2025Q4: 20,101 shares 20,101 $6.58M 0.17% +768 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: 37,817 shares; 2024Q3: 41,374 shares; 2024Q4: 25,734 shares; 2025Q1: 32,888 shares; 2025Q2: 35,420 shares; 2025Q3: 38,721 shares; 2025Q4: 62,278 shares 62,278 $6.56M 0.17% +23,557 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,167 shares; 2024Q4: 41,998 shares; 2025Q1: 100,709 shares; 2025Q2: 109,381 shares; 2025Q3: 113,557 shares; 2025Q4: 115,364 shares 115,364 $6.5M 0.17% +1,807 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36,272 shares; 2025Q1: 35,429 shares; 2025Q2: 35,806 shares; 2025Q3: 35,524 shares; 2025Q4: 31,818 shares 31,818 $6.45M 0.17% -3,706 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,085 shares; 2025Q3: 71,464 shares; 2025Q4: 152,291 shares 152,291 $6.44M 0.17% +80,827 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: 120,232 shares; 2024Q3: 95,177 shares; 2024Q4: 104,115 shares; 2025Q1: 114,254 shares; 2025Q2: 95,933 shares; 2025Q3: 89,593 shares; 2025Q4: 89,420 shares 89,420 $6.39M 0.17% -173 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: 31,289 shares; 2024Q3: 30,368 shares; 2024Q4: 32,885 shares; 2025Q1: 32,381 shares; 2025Q2: 32,572 shares; 2025Q3: 58,302 shares; 2025Q4: 32,762 shares 32,762 $6.26M 0.16% -25,540 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: 4,440 shares; 2024Q3: 4,444 shares; 2024Q4: 6,220 shares; 2025Q1: 6,514 shares; 2025Q2: 7,911 shares; 2025Q3: 7,815 shares; 2025Q4: 7,102 shares 7,102 $6.24M 0.16% -713 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: 104,596 shares; 2024Q3: 116,415 shares; 2024Q4: 61,055 shares; 2025Q1: 80,372 shares; 2025Q2: 90,127 shares; 2025Q3: 51,636 shares; 2025Q4: 62,850 shares 62,850 $6.23M 0.16% +11,214 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,686 shares; 2025Q3: 38,636 shares; 2025Q4: 418,004 shares 418,004 $6.19M 0.16% +379,368 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 82,318 shares; 2024Q3: 87,637 shares; 2024Q4: 93,083 shares; 2025Q1: 111,853 shares; 2025Q2: 131,366 shares; 2025Q3: 164,963 shares; 2025Q4: 173,022 shares 173,022 $6.17M 0.16% +8,059 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: 17,006 shares; 2024Q3: 16,105 shares; 2024Q4: 39,946 shares; 2025Q1: 39,288 shares; 2025Q2: 36,427 shares; 2025Q3: 36,045 shares; 2025Q4: 39,824 shares 39,824 $6.16M 0.16% +3,779 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,018 shares; 2025Q3: 248,354 shares; 2025Q4: 247,974 shares 247,974 $6.14M 0.16% -380 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: 95,880 shares; 2024Q3: 95,341 shares; 2024Q4: 93,441 shares; 2025Q1: 86,882 shares; 2025Q2: 57,233 shares; 2025Q3: 54,357 shares; 2025Q4: 52,056 shares 52,056 $6.12M 0.16% -2,301 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,625 shares; 2024Q3: 26,743 shares; 2024Q4: 105,078 shares; 2025Q1: 110,546 shares; 2025Q2: 109,830 shares; 2025Q3: 30,265 shares; 2025Q4: 33,094 shares 33,094 $6.11M 0.16% +2,829 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: 40,690 shares; 2024Q3: 9,682 shares; 2024Q4: 30,266 shares; 2025Q1: 28,163 shares; 2025Q2: 30,181 shares; 2025Q3: 28,723 shares; 2025Q4: 30,226 shares 30,226 $6.04M 0.16% +1,503 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: 34,078 shares; 2024Q3: 42,815 shares; 2024Q4: 53,090 shares; 2025Q1: 52,289 shares; 2025Q2: 60,348 shares; 2025Q3: 61,229 shares; 2025Q4: 75,146 shares 75,146 $6.03M 0.16% +13,917 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: 114,822 shares; 2024Q3: 117,190 shares; 2024Q4: 123,711 shares; 2025Q1: 133,281 shares; 2025Q2: 173,679 shares; 2025Q3: 209,348 shares; 2025Q4: 220,288 shares 220,288 $6.03M 0.16% +10,940 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 50,465 shares; 2024Q3: 146,579 shares; 2024Q4: 143,095 shares; 2025Q1: 139,767 shares; 2025Q2: 138,868 shares; 2025Q3: 140,610 shares; 2025Q4: 138,805 shares 138,805 $6M 0.16% -1,805 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: 8,650 shares; 2024Q3: 11,058 shares; 2024Q4: 12,206 shares; 2025Q1: 12,477 shares; 2025Q2: 12,905 shares; 2025Q3: 14,471 shares; 2025Q4: 19,499 shares 19,499 $5.89M 0.15% +5,028 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: 41,254 shares; 2024Q3: 38,999 shares; 2024Q4: 58,735 shares; 2025Q1: 71,462 shares; 2025Q2: 60,617 shares; 2025Q3: 62,542 shares; 2025Q4: 71,445 shares 71,445 $5.84M 0.15% +8,903 Timeline UBND 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,872 shares; 2025Q4: 264,673 shares 264,673 $5.82M 0.15% +187,801 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 119,475 shares; 2024Q3: 115,675 shares; 2024Q4: 125,025 shares; 2025Q1: 142,724 shares; 2025Q2: 149,864 shares; 2025Q3: 150,510 shares; 2025Q4: 136,674 shares 136,674 $5.81M 0.15% -13,836 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: 6,272 shares; 2024Q3: 6,280 shares; 2024Q4: 8,379 shares; 2025Q1: 8,068 shares; 2025Q2: 6,776 shares; 2025Q3: 6,303 shares; 2025Q4: 61,593 shares 61,593 $5.77M 0.15% +55,290 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: 18,885 shares; 2024Q3: 16,438 shares; 2024Q4: 17,087 shares; 2025Q1: 35,269 shares; 2025Q2: 37,155 shares; 2025Q3: 38,639 shares; 2025Q4: 49,020 shares 49,020 $5.72M 0.15% +10,381 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: 188,502 shares; 2024Q3: 18,651 shares; 2024Q4: 31,384 shares; 2025Q1: 39,886 shares; 2025Q2: 66,551 shares; 2025Q3: 162,216 shares; 2025Q4: 95,898 shares 95,898 $5.68M 0.15% -66,318 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: 39,274 shares; 2024Q3: 27,487 shares; 2024Q4: 27,934 shares; 2025Q1: 27,270 shares; 2025Q2: 31,171 shares; 2025Q3: 29,117 shares; 2025Q4: 29,447 shares 29,447 $5.64M 0.15% +330 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,394 shares; 2025Q3: 119,902 shares; 2025Q4: 121,243 shares 121,243 $5.6M 0.15% +1,341 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: 17,192 shares; 2024Q3: 14,602 shares; 2024Q4: 71,437 shares; 2025Q1: 77,563 shares; 2025Q2: 90,429 shares; 2025Q3: 95,209 shares; 2025Q4: 101,938 shares 101,938 $5.58M 0.15% +6,729 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: 89,936 shares; 2024Q3: 172,107 shares; 2024Q4: 161,736 shares; 2025Q1: 103,857 shares; 2025Q2: 101,438 shares; 2025Q3: 104,400 shares; 2025Q4: 104,157 shares 104,157 $5.58M 0.15% -243 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: 19,445 shares; 2024Q3: 19,564 shares; 2024Q4: 19,966 shares; 2025Q1: 22,469 shares; 2025Q2: 22,616 shares; 2025Q3: 22,647 shares; 2025Q4: 23,141 shares 23,141 $5.58M 0.15% +494 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 59,258 shares; 2024Q3: 75,246 shares; 2024Q4: 75,055 shares; 2025Q1: 69,597 shares; 2025Q2: 81,007 shares; 2025Q3: 79,102 shares; 2025Q4: 78,093 shares 78,093 $5.58M 0.15% -1,009 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,161 shares; 2024Q3: 8,633 shares; 2024Q4: 7,499 shares; 2025Q1: 8,109 shares; 2025Q2: 8,286 shares; 2025Q3: 8,254 shares; 2025Q4: 10,906 shares 10,906 $5.57M 0.15% +2,652 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,942 shares; 2025Q1: 44,801 shares; 2025Q2: 52,160 shares; 2025Q3: 45,329 shares; 2025Q4: 45,962 shares 45,962 $5.53M 0.14% +633 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 73,058 shares; 2024Q3: 77,145 shares; 2024Q4: 88,810 shares; 2025Q1: 93,083 shares; 2025Q2: 98,976 shares; 2025Q3: 107,808 shares; 2025Q4: 116,499 shares 116,499 $5.48M 0.14% +8,691 Timeline TAXF 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: 51,432 shares; 2024Q3: 54,658 shares; 2024Q4: 58,097 shares; 2025Q1: 62,063 shares; 2025Q2: 83,646 shares; 2025Q3: 102,252 shares; 2025Q4: 108,572 shares 108,572 $5.47M 0.14% +6,320 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: 3,439 shares; 2024Q3: 2,624 shares; 2024Q4: 2,801 shares; 2025Q1: 2,801 shares; 2025Q2: 2,592 shares; 2025Q3: 47,018 shares; 2025Q4: 53,060 shares 53,060 $5.44M 0.14% +6,042 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 73,945 shares; 2024Q3: 55,825 shares; 2024Q4: 76,904 shares; 2025Q1: 79,070 shares; 2025Q2: 91,438 shares; 2025Q3: 124,401 shares; 2025Q4: 116,864 shares 116,864 $5.36M 0.14% -7,537 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: 18,329 shares; 2024Q3: 27,078 shares; 2024Q4: 25,153 shares; 2025Q1: 97,246 shares; 2025Q2: 30,727 shares; 2025Q3: 30,761 shares; 2025Q4: 34,772 shares 34,772 $5.36M 0.14% +4,011 Timeline EVMO 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,750 shares; 2025Q4: 105,083 shares 105,083 $5.33M 0.14% +76,333 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: 48,754 shares; 2024Q3: 57,946 shares; 2024Q4: 74,533 shares; 2025Q1: 77,321 shares; 2025Q2: 79,260 shares; 2025Q3: 93,831 shares; 2025Q4: 100,791 shares 100,791 $5.32M 0.14% +6,960 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: 79,021 shares; 2024Q3: 75,200 shares; 2024Q4: 73,200 shares; 2025Q1: 88,513 shares; 2025Q2: 99,017 shares; 2025Q3: 110,055 shares; 2025Q4: 134,000 shares 134,000 $5.29M 0.14% +23,945 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: 40,994 shares; 2024Q3: 49,019 shares; 2024Q4: 50,680 shares; 2025Q1: 70,231 shares; 2025Q2: 71,738 shares; 2025Q3: 75,320 shares; 2025Q4: 79,908 shares 79,908 $4.99M 0.13% +4,588 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,462 shares; 2024Q3: 2,306 shares; 2024Q4: 19,022 shares; 2025Q1: 18,736 shares; 2025Q2: 18,401 shares; 2025Q3: 18,928 shares; 2025Q4: 40,970 shares 40,970 $4.89M 0.13% +22,042 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: 10,724 shares; 2024Q3: 10,046 shares; 2024Q4: 10,541 shares; 2025Q1: 9,738 shares; 2025Q2: 10,116 shares; 2025Q3: 10,125 shares; 2025Q4: 9,917 shares 9,917 $4.84M 0.13% -208 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,260 shares; 2024Q3: 26,195 shares; 2024Q4: 72,688 shares; 2025Q1: 94,438 shares; 2025Q2: 98,326 shares; 2025Q3: 96,439 shares; 2025Q4: 95,689 shares 95,689 $4.82M 0.13% -750 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,384 shares; 2025Q2: 44,760 shares; 2025Q3: 42,471 shares; 2025Q4: 37,687 shares 37,687 $4.82M 0.13% -4,784 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: not reported; 2024Q3: 27,461 shares; 2024Q4: 42,422 shares; 2025Q1: 38,897 shares; 2025Q2: 32,817 shares; 2025Q3: 71,484 shares; 2025Q4: 96,605 shares 96,605 $4.79M 0.13% +25,121 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: 16,320 shares; 2024Q3: 19,908 shares; 2024Q4: 30,501 shares; 2025Q1: 41,969 shares; 2025Q2: 31,175 shares; 2025Q3: 41,943 shares; 2025Q4: 42,089 shares 42,089 $4.79M 0.13% +146 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: 89,909 shares; 2024Q3: 102,466 shares; 2024Q4: 103,168 shares; 2025Q1: 100,758 shares; 2025Q2: 125,360 shares; 2025Q3: 125,379 shares; 2025Q4: 123,563 shares 123,563 $4.71M 0.12% -1,816 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,360 shares; 2025Q3: 183,673 shares; 2025Q4: 108,325 shares 108,325 $4.66M 0.12% -75,348 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: not reported; 2024Q3: not reported; 2024Q4: 28,530 shares; 2025Q1: 28,850 shares; 2025Q2: 40,498 shares; 2025Q3: 38,304 shares; 2025Q4: 41,141 shares 41,141 $4.65M 0.12% +2,837 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: 25,068 shares; 2024Q3: 35,158 shares; 2024Q4: 56,204 shares; 2025Q1: 58,516 shares; 2025Q2: 46,420 shares; 2025Q3: 44,868 shares; 2025Q4: 44,267 shares 44,267 $4.51M 0.12% -601 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: 76,531 shares; 2024Q3: 80,120 shares; 2024Q4: 83,599 shares; 2025Q1: 49,325 shares; 2025Q2: 32,842 shares; 2025Q3: 31,702 shares; 2025Q4: 31,253 shares 31,253 $4.48M 0.12% -449 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: 373,429 shares; 2024Q3: 293,477 shares; 2024Q4: 222,523 shares; 2025Q1: 187,249 shares; 2025Q2: 92,353 shares; 2025Q3: 82,183 shares; 2025Q4: 77,944 shares 77,944 $4.46M 0.12% -4,239 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: 22,646 shares; 2024Q3: 22,700 shares; 2024Q4: 16,912 shares; 2025Q1: 15,691 shares; 2025Q2: 11,343 shares; 2025Q3: 11,396 shares; 2025Q4: 12,944 shares 12,944 $4.45M 0.12% +1,548 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 90,899 shares; 2024Q3: 85,253 shares; 2024Q4: 79,108 shares; 2025Q1: 73,059 shares; 2025Q2: 59,164 shares; 2025Q3: 60,253 shares; 2025Q4: 58,450 shares 58,450 $4.29M 0.11% -1,803 Timeline JIRE 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: 48,950 shares; 2024Q3: 60,928 shares; 2024Q4: 71,806 shares; 2025Q1: 54,486 shares; 2025Q2: 61,135 shares; 2025Q3: 43,752 shares; 2025Q4: 57,288 shares 57,288 $4.29M 0.11% +13,536 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 155,322 shares; 2024Q3: 127,140 shares; 2024Q4: 81,550 shares; 2025Q1: 107,782 shares; 2025Q2: 119,368 shares; 2025Q3: 117,588 shares; 2025Q4: 117,102 shares 117,102 $4.29M 0.11% -486 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 30,762 shares; 2024Q3: 29,830 shares; 2024Q4: 28,343 shares; 2025Q1: 23,985 shares; 2025Q2: 22,614 shares; 2025Q3: 21,119 shares; 2025Q4: 20,680 shares 20,680 $4.29M 0.11% -439 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: 2,290 shares; 2024Q3: 2,317 shares; 2024Q4: 2,328 shares; 2025Q1: 2,409 shares; 2025Q2: 10,352 shares; 2025Q3: 10,304 shares; 2025Q4: 9,191 shares 9,191 $4.28M 0.11% -1,113 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,533 shares; 2025Q3: 123,169 shares; 2025Q4: 110,836 shares 110,836 $4.27M 0.11% -12,333 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: 6,405 shares; 2024Q3: 6,257 shares; 2024Q4: 6,689 shares; 2025Q1: 6,766 shares; 2025Q2: 6,937 shares; 2025Q3: 7,023 shares; 2025Q4: 6,989 shares 6,989 $4.22M 0.11% -34 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,791 shares; 2024Q3: 23,887 shares; 2024Q4: 29,966 shares; 2025Q1: 80,826 shares; 2025Q2: 83,722 shares; 2025Q3: 86,212 shares; 2025Q4: 125,562 shares 125,562 $4.21M 0.11% +39,350 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: 4,710 shares; 2024Q3: 4,739 shares; 2024Q4: 14,212 shares; 2025Q1: 22,990 shares; 2025Q2: 28,042 shares; 2025Q3: 31,969 shares; 2025Q4: 32,572 shares 32,572 $4.16M 0.11% +603 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100,606 shares; 2024Q3: 86,427 shares; 2024Q4: 99,953 shares; 2025Q1: 85,553 shares; 2025Q2: 95,225 shares; 2025Q3: 86,800 shares; 2025Q4: 107,679 shares 107,679 $4.1M 0.11% +20,879 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,249 shares; 2025Q3: 77,208 shares; 2025Q4: 81,205 shares 81,205 $4.06M 0.11% +3,997 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,270 shares; 2025Q1: 9,823 shares; 2025Q2: not reported; 2025Q3: 4,925 shares; 2025Q4: 4,326 shares 4,326 $4.04M 0.11% -599 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: 10,284 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,329 shares; 2025Q3: 74,294 shares; 2025Q4: 78,397 shares 78,397 $3.99M 0.1% +4,103 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: 146,710 shares; 2024Q3: 148,210 shares; 2024Q4: 143,011 shares; 2025Q1: 147,014 shares; 2025Q2: 148,007 shares; 2025Q3: 164,034 shares; 2025Q4: 223,136 shares 223,136 $3.95M 0.1% +59,102 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,005 shares; 2024Q3: 12,005 shares; 2024Q4: 13,673 shares; 2025Q1: 17,893 shares; 2025Q2: 19,323 shares; 2025Q3: 26,723 shares; 2025Q4: 306,743 shares 306,743 $3.95M 0.1% +280,020 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: 18,436 shares; 2024Q3: 20,944 shares; 2024Q4: 21,240 shares; 2025Q1: 23,288 shares; 2025Q2: 19,016 shares; 2025Q3: 18,356 shares; 2025Q4: 20,090 shares 20,090 $3.92M 0.1% +1,734 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: 29,929 shares; 2024Q3: 27,637 shares; 2024Q4: 32,360 shares; 2025Q1: 32,587 shares; 2025Q2: 33,411 shares; 2025Q3: 35,505 shares; 2025Q4: 44,898 shares 44,898 $3.92M 0.1% +9,393 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: 6,136 shares; 2024Q3: 5,776 shares; 2024Q4: 5,554 shares; 2025Q1: 5,529 shares; 2025Q2: 6,660 shares; 2025Q3: 6,377 shares; 2025Q4: 8,089 shares 8,089 $3.91M 0.1% +1,712 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45,518 shares; 2025Q1: 63,635 shares; 2025Q2: 54,023 shares; 2025Q3: 63,579 shares; 2025Q4: 79,107 shares 79,107 $3.88M 0.1% +15,528 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,054 shares; 2024Q3: 2,420 shares; 2024Q4: 2,478 shares; 2025Q1: 3,174 shares; 2025Q2: 6,684 shares; 2025Q3: 6,787 shares; 2025Q4: 15,694 shares 15,694 $3.88M 0.1% +8,907 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: 1,466 shares; 2024Q3: 2,348 shares; 2024Q4: 26,402 shares; 2025Q1: 23,071 shares; 2025Q2: 9,239 shares; 2025Q3: 10,711 shares; 2025Q4: 10,878 shares 10,878 $3.84M 0.1% +167 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,572 shares; 2025Q3: 11,226 shares; 2025Q4: 10,826 shares 10,826 $3.83M 0.1% -400 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,109 shares; 2025Q1: 34,131 shares; 2025Q2: 2,578 shares; 2025Q3: 25,005 shares; 2025Q4: 23,557 shares 23,557 $3.8M 0.1% -1,448 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 1,474 shares; 2025Q2: 1,605 shares; 2025Q3: 1,681 shares; 2025Q4: 1,849 shares 1,849 $3.72M 0.1% +168 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,020 shares; 2025Q3: 45,048 shares; 2025Q4: 39,924 shares 39,924 $3.69M 0.1% -5,124 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,526 shares; 2025Q4: 82,204 shares 82,204 $3.68M 0.1% -3,322 Timeline BOXX 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: 6,737 shares; 2024Q3: 6,614 shares; 2024Q4: 6,614 shares; 2025Q1: 6,374 shares; 2025Q2: 16,580 shares; 2025Q3: 17,587 shares; 2025Q4: 31,840 shares 31,840 $3.66M 0.1% +14,253 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: not reported; 2024Q3: not reported; 2024Q4: 14,034 shares; 2025Q1: 15,428 shares; 2025Q2: 18,118 shares; 2025Q3: 17,553 shares; 2025Q4: 18,882 shares 18,882 $3.66M 0.1% +1,329 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,684 shares; 2024Q3: 27,215 shares; 2024Q4: 22,680 shares; 2025Q1: 25,002 shares; 2025Q2: 22,413 shares; 2025Q3: 21,545 shares; 2025Q4: 22,413 shares 22,413 $3.65M 0.1% +868 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: 18,761 shares; 2024Q3: 18,659 shares; 2024Q4: 19,000 shares; 2025Q1: 18,933 shares; 2025Q2: 18,714 shares; 2025Q3: 18,238 shares; 2025Q4: 20,977 shares 20,977 $3.64M 0.1% +2,739 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: 161,195 shares; 2024Q3: 162,064 shares; 2024Q4: 194,234 shares; 2025Q1: 217,508 shares; 2025Q2: 165,075 shares; 2025Q3: 99,978 shares; 2025Q4: 59,959 shares 59,959 $3.61M 0.09% -40,019 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: not reported; 2024Q3: not reported; 2024Q4: 36,890 shares; 2025Q1: 40,921 shares; 2025Q2: 34,018 shares; 2025Q3: 37,929 shares; 2025Q4: 45,223 shares 45,223 $3.61M 0.09% +7,294 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: 7,356 shares; 2024Q3: 7,198 shares; 2024Q4: 7,588 shares; 2025Q1: 8,787 shares; 2025Q2: 8,995 shares; 2025Q3: 9,509 shares; 2025Q4: 9,683 shares 9,683 $3.58M 0.09% +174 Timeline JHCP JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,377 shares 136,377 $3.46M 0.09% 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,093 shares 67,093 $3.46M 0.09% new Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,826 shares 121,826 $3.45M 0.09% new Timeline BGIG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,116 shares 106,116 $3.43M 0.09% new 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: 8,392 shares; 2024Q3: 8,302 shares; 2024Q4: 9,976 shares; 2025Q1: 8,657 shares; 2025Q2: 9,440 shares; 2025Q3: 10,109 shares; 2025Q4: 11,932 shares 11,932 $3.41M 0.09% +1,823 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,529 shares; 2024Q3: 2,520 shares; 2024Q4: 30,802 shares; 2025Q1: 31,011 shares; 2025Q2: 27,482 shares; 2025Q3: 17,207 shares; 2025Q4: 14,943 shares 14,943 $3.4M 0.09% -2,264 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: 18,934 shares; 2024Q3: 20,385 shares; 2024Q4: 50,995 shares; 2025Q1: 62,469 shares; 2025Q2: 18,617 shares; 2025Q3: 19,247 shares; 2025Q4: 20,924 shares 20,924 $3.39M 0.09% +1,677 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 63,109 shares; 2024Q3: 192,917 shares; 2024Q4: 267,015 shares; 2025Q1: 386,884 shares; 2025Q2: 441,657 shares; 2025Q3: 457,775 shares; 2025Q4: 286,897 shares 286,897 $3.37M 0.09% -170,878 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: 14,881 shares; 2024Q3: 13,779 shares; 2024Q4: 14,634 shares; 2025Q1: 20,079 shares; 2025Q2: 18,966 shares; 2025Q3: 18,727 shares; 2025Q4: 25,484 shares 25,484 $3.29M 0.09% +6,757 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,481 shares; 2024Q3: 7,484 shares; 2024Q4: 6,817 shares; 2025Q1: 6,742 shares; 2025Q2: 18,529 shares; 2025Q3: 13,996 shares; 2025Q4: 12,658 shares 12,658 $3.28M 0.09% -1,338 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,579 shares; 2025Q4: 51,278 shares 51,278 $3.27M 0.09% -6,301 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: 37,380 shares; 2024Q3: 22,343 shares; 2024Q4: 34,695 shares; 2025Q1: 30,596 shares; 2025Q2: 32,382 shares; 2025Q3: 32,460 shares; 2025Q4: 33,721 shares 33,721 $3.24M 0.08% +1,261 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,743 shares; 2025Q3: 16,940 shares; 2025Q4: 15,350 shares 15,350 $3.21M 0.08% -1,590 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 50,101 shares; 2024Q3: 47,890 shares; 2024Q4: 49,507 shares; 2025Q1: 52,064 shares; 2025Q2: 52,693 shares; 2025Q3: 52,436 shares; 2025Q4: 55,991 shares 55,991 $3.19M 0.08% +3,555 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: 15,412 shares; 2024Q3: 22,398 shares; 2024Q4: 24,550 shares; 2025Q1: 6,386 shares; 2025Q2: 7,461 shares; 2025Q3: 19,171 shares; 2025Q4: 25,209 shares 25,209 $3.17M 0.08% +6,038 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: 26,004 shares; 2024Q3: 17,664 shares; 2024Q4: 17,548 shares; 2025Q1: 12,692 shares; 2025Q2: 16,539 shares; 2025Q3: 16,646 shares; 2025Q4: 15,947 shares 15,947 $3.17M 0.08% -699 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: 7,125 shares; 2024Q3: 12,424 shares; 2024Q4: 17,130 shares; 2025Q1: 18,276 shares; 2025Q2: 13,063 shares; 2025Q3: 11,195 shares; 2025Q4: 11,939 shares 11,939 $3.16M 0.08% +744 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: 3,411 shares; 2024Q3: 3,482 shares; 2024Q4: 16,213 shares; 2025Q1: 15,759 shares; 2025Q2: 17,944 shares; 2025Q3: 18,664 shares; 2025Q4: 20,283 shares 20,283 $3.15M 0.08% +1,619 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,880 shares; 2025Q4: 98,914 shares 98,914 $3.13M 0.08% +87,034 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: 23,058 shares; 2024Q3: 24,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,851 shares; 2025Q4: 42,065 shares 42,065 $3.09M 0.08% +5,214 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,671 shares; 2025Q4: 61,977 shares 61,977 $3.09M 0.08% -4,694 Timeline VUSB 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: 38,388 shares; 2024Q3: 38,058 shares; 2024Q4: 50,817 shares; 2025Q1: 52,202 shares; 2025Q2: 53,255 shares; 2025Q3: 62,766 shares; 2025Q4: 61,818 shares 61,818 $3.08M 0.08% -948 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 42,145 shares; 2024Q3: 79,395 shares; 2024Q4: 94,196 shares; 2025Q1: 96,984 shares; 2025Q2: 100,393 shares; 2025Q3: 91,902 shares; 2025Q4: 241,511 shares 241,511 $3M 0.08% +149,609 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,863 shares; 2024Q3: 1,983 shares; 2024Q4: 2,019 shares; 2025Q1: 2,523 shares; 2025Q2: 2,685 shares; 2025Q3: 14,520 shares; 2025Q4: 13,156 shares 13,156 $3M 0.08% -1,364 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: 7,153 shares; 2024Q3: 7,153 shares; 2024Q4: 8,660 shares; 2025Q1: 7,001 shares; 2025Q2: 7,360 shares; 2025Q3: 29,902 shares; 2025Q4: 29,401 shares 29,401 $2.94M 0.08% -501 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,250 shares; 2025Q3: 81,450 shares; 2025Q4: 116,550 shares 116,550 $2.93M 0.08% +35,100 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: 3,161 shares; 2024Q3: 2,227 shares; 2024Q4: 19,046 shares; 2025Q1: 19,127 shares; 2025Q2: 19,668 shares; 2025Q3: 17,833 shares; 2025Q4: 21,683 shares 21,683 $2.89M 0.08% +3,850 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: 15,665 shares; 2024Q3: 16,122 shares; 2024Q4: 57,521 shares; 2025Q1: 62,565 shares; 2025Q2: 9,088 shares; 2025Q3: 8,835 shares; 2025Q4: 9,083 shares 9,083 $2.89M 0.08% +248 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,762 shares; 2025Q4: 5,227 shares 5,227 $2.88M 0.08% -535 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 43,289 shares; 2024Q3: 37,150 shares; 2024Q4: 32,963 shares; 2025Q1: 27,642 shares; 2025Q2: 24,067 shares; 2025Q3: 22,448 shares; 2025Q4: 20,993 shares 20,993 $2.87M 0.07% -1,455 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35,112 shares; 2025Q1: 35,660 shares; 2025Q2: 2,928 shares; 2025Q3: 19,413 shares; 2025Q4: 18,014 shares 18,014 $2.87M 0.07% -1,399 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 147,243 shares; 2024Q3: 141,184 shares; 2024Q4: 149,084 shares; 2025Q1: 150,219 shares; 2025Q2: 150,321 shares; 2025Q3: 150,839 shares; 2025Q4: 141,764 shares 141,764 $2.87M 0.07% -9,075 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: 21,685 shares; 2024Q3: 22,141 shares; 2024Q4: 21,711 shares; 2025Q1: 28,237 shares; 2025Q2: 13,140 shares; 2025Q3: 12,103 shares; 2025Q4: 15,893 shares 15,893 $2.82M 0.07% +3,790 Timeline FIDU 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: 30,244 shares; 2024Q3: 29,571 shares; 2024Q4: 30,377 shares; 2025Q1: 30,523 shares; 2025Q2: 32,419 shares; 2025Q3: 32,900 shares; 2025Q4: 34,165 shares 34,165 $2.82M 0.07% +1,265 Timeline DBEF 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: 35,035 shares; 2024Q3: 35,563 shares; 2024Q4: 44,814 shares; 2025Q1: 53,103 shares; 2025Q2: 54,190 shares; 2025Q3: 57,667 shares; 2025Q4: 57,969 shares 57,969 $2.79M 0.07% +302 Timeline XJUN 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: not reported; 2024Q3: not reported; 2024Q4: 46,583 shares; 2025Q1: 53,135 shares; 2025Q2: 54,595 shares; 2025Q3: 58,142 shares; 2025Q4: 63,502 shares 63,502 $2.73M 0.07% +5,360 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: 4,225 shares; 2024Q3: 3,680 shares; 2024Q4: 7,055 shares; 2025Q1: 7,032 shares; 2025Q2: 6,866 shares; 2025Q3: 5,889 shares; 2025Q4: 5,751 shares 5,751 $2.72M 0.07% -138 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 911 shares; 2024Q3: 747 shares; 2024Q4: 1,435 shares; 2025Q1: 1,732 shares; 2025Q2: 1,755 shares; 2025Q3: 2,596 shares; 2025Q4: 2,538 shares 2,538 $2.72M 0.07% -58 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 67,774 shares; 2024Q3: 67,483 shares; 2024Q4: 31,374 shares; 2025Q1: 20,151 shares; 2025Q2: 25,752 shares; 2025Q3: 25,296 shares; 2025Q4: 27,752 shares 27,752 $2.71M 0.07% +2,456 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: 26,054 shares; 2024Q3: 20,933 shares; 2024Q4: 21,871 shares; 2025Q1: 21,895 shares; 2025Q2: 22,409 shares; 2025Q3: 23,573 shares; 2025Q4: 25,198 shares 25,198 $2.7M 0.07% +1,625 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: not reported; 2024Q3: 29,098 shares; 2024Q4: 39,329 shares; 2025Q1: 39,683 shares; 2025Q2: 39,134 shares; 2025Q3: 28,462 shares; 2025Q4: 29,470 shares 29,470 $2.7M 0.07% +1,008 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: 29,650 shares; 2024Q3: 26,546 shares; 2024Q4: 26,850 shares; 2025Q1: 28,540 shares; 2025Q2: 28,810 shares; 2025Q3: 27,886 shares; 2025Q4: 28,736 shares 28,736 $2.68M 0.07% +850 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: 5,518 shares; 2024Q3: 14,704 shares; 2024Q4: 12,454 shares; 2025Q1: 12,592 shares; 2025Q2: 13,250 shares; 2025Q3: 13,057 shares; 2025Q4: 14,215 shares 14,215 $2.63M 0.07% +1,158 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: 28,510 shares; 2024Q3: 16,151 shares; 2024Q4: 18,497 shares; 2025Q1: 20,121 shares; 2025Q2: 20,501 shares; 2025Q3: 20,295 shares; 2025Q4: 20,973 shares 20,973 $2.63M 0.07% +678 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 77,705 shares; 2024Q3: 76,197 shares; 2024Q4: 73,905 shares; 2025Q1: 72,692 shares; 2025Q2: 71,834 shares; 2025Q3: 46,378 shares; 2025Q4: 45,452 shares 45,452 $2.59M 0.07% -926 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,005 shares; 2025Q4: 1,205 shares 1,205 $2.59M 0.07% +200 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: not reported; 2024Q3: 1,060 shares; 2024Q4: 2,343 shares; 2025Q1: 2,399 shares; 2025Q2: 7,660 shares; 2025Q3: 8,661 shares; 2025Q4: 8,911 shares 8,911 $2.57M 0.07% +250 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 90,905 shares; 2024Q3: 82,420 shares; 2024Q4: 80,280 shares; 2025Q1: 79,580 shares; 2025Q2: 80,430 shares; 2025Q3: 79,320 shares; 2025Q4: 77,665 shares 77,665 $2.56M 0.07% -1,655 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 52,426 shares; 2024Q3: 52,383 shares; 2024Q4: 48,905 shares; 2025Q1: 45,431 shares; 2025Q2: 42,979 shares; 2025Q3: 42,412 shares; 2025Q4: 31,849 shares 31,849 $2.55M 0.07% -10,563 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: 74,694 shares; 2024Q3: 101,203 shares; 2024Q4: 109,440 shares; 2025Q1: 57,441 shares; 2025Q2: 59,061 shares; 2025Q3: 80,737 shares; 2025Q4: 68,751 shares 68,751 $2.54M 0.07% -11,986 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: 11,718 shares; 2024Q3: 10,548 shares; 2024Q4: 9,318 shares; 2025Q1: 5,405 shares; 2025Q2: 8,541 shares; 2025Q3: 7,658 shares; 2025Q4: 9,403 shares 9,403 $2.52M 0.07% +1,745 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 63,619 shares; 2024Q3: 63,495 shares; 2024Q4: 55,128 shares; 2025Q1: 55,336 shares; 2025Q2: 55,007 shares; 2025Q3: 33,775 shares; 2025Q4: 33,850 shares 33,850 $2.49M 0.07% +75 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: 21,280 shares; 2024Q3: 20,220 shares; 2024Q4: 20,220 shares; 2025Q1: 32,120 shares; 2025Q2: 32,470 shares; 2025Q3: 32,470 shares; 2025Q4: 27,270 shares 27,270 $2.49M 0.07% -5,200 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,050 shares; 2024Q3: 5,025 shares; 2024Q4: 9,318 shares; 2025Q1: 9,293 shares; 2025Q2: 6,369 shares; 2025Q3: 6,830 shares; 2025Q4: 7,121 shares 7,121 $2.49M 0.07% +291 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,643 shares; 2025Q2: 16,115 shares; 2025Q3: 16,313 shares; 2025Q4: 18,439 shares 18,439 $2.49M 0.07% +2,126 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: 27,808 shares; 2024Q3: 14,288 shares; 2024Q4: 14,094 shares; 2025Q1: 14,883 shares; 2025Q2: 10,722 shares; 2025Q3: 11,730 shares; 2025Q4: 12,647 shares 12,647 $2.46M 0.06% +917 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: 43,389 shares; 2024Q3: 44,597 shares; 2024Q4: 42,899 shares; 2025Q1: 40,361 shares; 2025Q2: 40,348 shares; 2025Q3: 40,061 shares; 2025Q4: 43,080 shares 43,080 $2.45M 0.06% +3,019 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 49,948 shares; 2024Q3: 49,297 shares; 2024Q4: 49,939 shares; 2025Q1: 42,629 shares; 2025Q2: 44,868 shares; 2025Q3: 44,317 shares; 2025Q4: 46,335 shares 46,335 $2.44M 0.06% +2,018 Timeline VONG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,131 shares; 2025Q4: 19,964 shares 19,964 $2.43M 0.06% +9,833 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,498 shares; 2025Q3: 44,829 shares; 2025Q4: 48,239 shares 48,239 $2.43M 0.06% +3,410 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,228 shares; 2025Q4: 8,037 shares 8,037 $2.43M 0.06% -191 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: 7,225 shares; 2024Q3: 23,045 shares; 2024Q4: 44,174 shares; 2025Q1: 35,751 shares; 2025Q2: 63,546 shares; 2025Q3: 94,165 shares; 2025Q4: 69,030 shares 69,030 $2.43M 0.06% -25,135 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,948 shares; 2025Q3: 7,474 shares; 2025Q4: 6,794 shares 6,794 $2.43M 0.06% -680 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,304 shares; 2025Q2: 1,522 shares; 2025Q3: 1,508 shares; 2025Q4: 1,990 shares 1,990 $2.42M 0.06% +482 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,276 shares; 2025Q1: 32,197 shares; 2025Q2: 34,158 shares; 2025Q3: 38,274 shares; 2025Q4: 42,240 shares 42,240 $2.41M 0.06% +3,966 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: 9,389 shares; 2024Q3: 9,065 shares; 2024Q4: 10,988 shares; 2025Q1: 13,895 shares; 2025Q2: 13,894 shares; 2025Q3: 14,785 shares; 2025Q4: 16,665 shares 16,665 $2.39M 0.06% +1,880 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: 16,200 shares; 2024Q3: 14,725 shares; 2024Q4: 15,121 shares; 2025Q1: 5,880 shares; 2025Q2: 7,232 shares; 2025Q3: 5,434 shares; 2025Q4: 11,278 shares 11,278 $2.39M 0.06% +5,844 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 44,220 shares; 2024Q3: 39,060 shares; 2024Q4: 35,567 shares; 2025Q1: 39,508 shares; 2025Q2: 59,263 shares; 2025Q3: 67,712 shares; 2025Q4: 80,004 shares 80,004 $2.39M 0.06% +12,292 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,995 shares; 2025Q3: 70,106 shares; 2025Q4: 63,802 shares 63,802 $2.39M 0.06% -6,304 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,264 shares; 2025Q4: 83,093 shares 83,093 $2.38M 0.06% +65,829 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 11,596 shares; 2025Q4: 9,520 shares 9,520 $2.38M 0.06% -2,076 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,886 shares; 2025Q3: 18,785 shares; 2025Q4: 16,982 shares 16,982 $2.38M 0.06% -1,803 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,416 shares; 2025Q4: 36,593 shares 36,593 $2.37M 0.06% +2,177 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: 37,109 shares; 2024Q3: 9,370 shares; 2024Q4: 19,526 shares; 2025Q1: 16,497 shares; 2025Q2: 42,643 shares; 2025Q3: 45,868 shares; 2025Q4: 89,427 shares 89,427 $2.37M 0.06% +43,559 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 92,269 shares; 2024Q3: 84,547 shares; 2024Q4: 80,785 shares; 2025Q1: 77,913 shares; 2025Q2: 77,909 shares; 2025Q3: 77,311 shares; 2025Q4: 75,281 shares 75,281 $2.37M 0.06% -2,030 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,400 shares; 2024Q3: 5,398 shares; 2024Q4: 3,980 shares; 2025Q1: 4,767 shares; 2025Q2: 5,082 shares; 2025Q3: 5,111 shares; 2025Q4: 5,582 shares 5,582 $2.36M 0.06% +471 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: 3,929 shares; 2024Q3: 5,081 shares; 2024Q4: 6,906 shares; 2025Q1: 8,347 shares; 2025Q2: 7,112 shares; 2025Q3: 7,441 shares; 2025Q4: 8,067 shares 8,067 $2.34M 0.06% +626 Timeline VIS 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: not reported; 2024Q3: not reported; 2024Q4: 7,220 shares; 2025Q1: 7,252 shares; 2025Q2: 7,139 shares; 2025Q3: 7,245 shares; 2025Q4: 7,578 shares 7,578 $2.26M 0.06% +333 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 94,695 shares; 2024Q3: 94,695 shares; 2024Q4: 98,325 shares; 2025Q1: 97,255 shares; 2025Q2: 163,143 shares; 2025Q3: 166,643 shares; 2025Q4: 165,903 shares 165,903 $2.26M 0.06% -740 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: 14,534 shares; 2024Q3: 16,636 shares; 2024Q4: 8,655 shares; 2025Q1: 10,002 shares; 2025Q2: 7,682 shares; 2025Q3: 7,512 shares; 2025Q4: 7,113 shares 7,113 $2.22M 0.06% -399 Timeline HYLS 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: 47,193 shares; 2024Q3: 49,162 shares; 2024Q4: 50,569 shares; 2025Q1: 46,751 shares; 2025Q2: 49,349 shares; 2025Q3: 49,109 shares; 2025Q4: 52,523 shares 52,523 $2.2M 0.06% +3,414 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,749 shares; 2025Q3: 31,104 shares; 2025Q4: 27,538 shares 27,538 $2.19M 0.06% -3,566 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,567 shares; 2025Q2: 64,839 shares; 2025Q3: 67,084 shares; 2025Q4: 68,714 shares 68,714 $2.19M 0.06% +1,630 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 11,715 shares; 2025Q2: 16,615 shares; 2025Q3: 16,234 shares; 2025Q4: 16,762 shares 16,762 $2.19M 0.06% +528 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 44,540 shares; 2025Q1: 44,418 shares; 2025Q2: 44,001 shares; 2025Q3: 43,694 shares; 2025Q4: 49,328 shares 49,328 $2.19M 0.06% +5,634 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: 4,591 shares; 2024Q3: 5,123 shares; 2024Q4: 5,982 shares; 2025Q1: 5,748 shares; 2025Q2: 6,369 shares; 2025Q3: 6,185 shares; 2025Q4: 8,437 shares 8,437 $2.17M 0.06% +2,252 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: 39,648 shares; 2024Q3: 39,094 shares; 2024Q4: 41,267 shares; 2025Q1: 40,134 shares; 2025Q2: 27,147 shares; 2025Q3: 27,211 shares; 2025Q4: 27,003 shares 27,003 $2.17M 0.06% -208 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: 55,330 shares; 2024Q3: 56,590 shares; 2024Q4: 78,945 shares; 2025Q1: 46,911 shares; 2025Q2: 66,750 shares; 2025Q3: 58,753 shares; 2025Q4: 48,774 shares 48,774 $2.16M 0.06% -9,979 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,549 shares; 2024Q3: 13,608 shares; 2024Q4: 15,939 shares; 2025Q1: 18,964 shares; 2025Q2: 18,804 shares; 2025Q3: 19,924 shares; 2025Q4: 27,713 shares 27,713 $2.15M 0.06% +7,789 Timeline FSIG 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: 67,956 shares; 2024Q3: 74,378 shares; 2024Q4: 93,928 shares; 2025Q1: 93,792 shares; 2025Q2: 103,294 shares; 2025Q3: 109,402 shares; 2025Q4: 110,720 shares 110,720 $2.12M 0.06% +1,318 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,004 shares; 2025Q4: 158,384 shares 158,384 $2.12M 0.06% +6,380 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: not reported; 2024Q3: not reported; 2024Q4: 20,799 shares; 2025Q1: 20,900 shares; 2025Q2: 23,117 shares; 2025Q3: 25,568 shares; 2025Q4: 24,770 shares 24,770 $2.1M 0.05% -798 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,607 shares; 2025Q2: 13,175 shares; 2025Q3: 12,730 shares; 2025Q4: 11,746 shares 11,746 $2.1M 0.05% -984 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,020 shares; 2025Q3: 58,408 shares; 2025Q4: 47,745 shares 47,745 $2.08M 0.05% -10,663 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,901 shares; 2024Q3: 14,448 shares; 2024Q4: 14,661 shares; 2025Q1: 14,975 shares; 2025Q2: 15,518 shares; 2025Q3: 15,626 shares; 2025Q4: 15,059 shares 15,059 $2.08M 0.05% -567 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 88,595 shares; 2024Q3: 88,154 shares; 2024Q4: 82,374 shares; 2025Q1: 56,271 shares; 2025Q2: 46,398 shares; 2025Q3: 47,764 shares; 2025Q4: 46,406 shares 46,406 $2.06M 0.05% -1,358 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,276 shares; 2025Q4: 24,958 shares 24,958 $2.05M 0.05% +11,682 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,558 shares; 2025Q3: 47,704 shares; 2025Q4: 43,095 shares 43,095 $2.05M 0.05% -4,609 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,704 shares; 2025Q1: 24,390 shares; 2025Q2: 30,860 shares; 2025Q3: 27,043 shares; 2025Q4: 22,125 shares 22,125 $2.05M 0.05% -4,918 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,181 shares; 2024Q3: 11,003 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,858 shares; 2025Q3: 12,416 shares; 2025Q4: 10,966 shares 10,966 $2.02M 0.05% -1,450 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: 32,335 shares; 2024Q3: 34,945 shares; 2024Q4: 35,183 shares; 2025Q1: 37,163 shares; 2025Q2: 37,212 shares; 2025Q3: 38,242 shares; 2025Q4: 38,377 shares 38,377 $2.02M 0.05% +135 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 35,750 shares; 2024Q3: 35,769 shares; 2024Q4: 35,788 shares; 2025Q1: 96,844 shares; 2025Q2: 97,247 shares; 2025Q3: 98,274 shares; 2025Q4: 104,416 shares 104,416 $2M 0.05% +6,142 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 82,005 shares; 2024Q4: 84,914 shares; 2025Q1: 90,220 shares; 2025Q2: 87,362 shares; 2025Q3: 65,076 shares; 2025Q4: 66,859 shares 66,859 $1.99M 0.05% +1,783 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: 30,156 shares; 2024Q3: 59,668 shares; 2024Q4: 40,232 shares; 2025Q1: 28,730 shares; 2025Q2: 75,919 shares; 2025Q3: 28,202 shares; 2025Q4: 36,723 shares 36,723 $1.98M 0.05% +8,521 Timeline VDC 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: not reported; 2024Q3: not reported; 2024Q4: 7,709 shares; 2025Q1: 7,414 shares; 2025Q2: 8,725 shares; 2025Q3: 8,723 shares; 2025Q4: 9,324 shares 9,324 $1.97M 0.05% +601 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,352 shares; 2025Q1: 19,514 shares; 2025Q2: 20,602 shares; 2025Q3: 23,719 shares; 2025Q4: 28,705 shares 28,705 $1.96M 0.05% +4,986 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: 21,440 shares; 2024Q3: 36,711 shares; 2024Q4: 64,689 shares; 2025Q1: 142,229 shares; 2025Q2: 172,690 shares; 2025Q3: 177,490 shares; 2025Q4: 182,682 shares 182,682 $1.96M 0.05% +5,192 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,237 shares; 2024Q3: 28,116 shares; 2024Q4: 28,116 shares; 2025Q1: 31,761 shares; 2025Q2: 30,552 shares; 2025Q3: 28,115 shares; 2025Q4: 28,115 shares 28,115 $1.96M 0.05% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 33,978 shares; 2024Q3: 35,727 shares; 2024Q4: 41,755 shares; 2025Q1: 43,549 shares; 2025Q2: 39,438 shares; 2025Q3: 40,500 shares; 2025Q4: 35,307 shares 35,307 $1.93M 0.05% -5,193 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,148 shares; 2024Q4: 8,249 shares; 2025Q1: 8,509 shares; 2025Q2: 8,547 shares; 2025Q3: 8,558 shares; 2025Q4: 5,714 shares 5,714 $1.93M 0.05% -2,844 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,023 shares; 2025Q2: 26,023 shares; 2025Q3: 33,008 shares; 2025Q4: 39,774 shares 39,774 $1.92M 0.05% +6,766 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,396 shares; 2024Q3: 12,645 shares; 2024Q4: 12,782 shares; 2025Q1: 12,735 shares; 2025Q2: 13,205 shares; 2025Q3: 13,800 shares; 2025Q4: 14,116 shares 14,116 $1.92M 0.05% +316 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,096 shares; 2025Q3: not reported; 2025Q4: 39,499 shares 39,499 $1.91M 0.05% new 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: 19,244 shares; 2024Q3: 19,338 shares; 2024Q4: 20,770 shares; 2025Q1: 21,145 shares; 2025Q2: 21,254 shares; 2025Q3: 20,356 shares; 2025Q4: 19,677 shares 19,677 $1.89M 0.05% -679 Timeline XMLV 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: not reported; 2024Q3: not reported; 2024Q4: 19,880 shares; 2025Q1: 30,776 shares; 2025Q2: 38,144 shares; 2025Q3: 35,356 shares; 2025Q4: 30,209 shares 30,209 $1.88M 0.05% -5,147 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,494 shares 38,494 $1.87M 0.05% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,563 shares; 2024Q3: 6,541 shares; 2024Q4: 7,168 shares; 2025Q1: 7,773 shares; 2025Q2: 6,797 shares; 2025Q3: 6,359 shares; 2025Q4: 6,147 shares 6,147 $1.85M 0.05% -212 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,879 shares; 2025Q3: 18,973 shares; 2025Q4: 17,191 shares 17,191 $1.84M 0.05% -1,782 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: 8,726 shares; 2024Q3: 7,454 shares; 2024Q4: 11,081 shares; 2025Q1: 10,091 shares; 2025Q2: 10,150 shares; 2025Q3: 8,807 shares; 2025Q4: 8,739 shares 8,739 $1.84M 0.05% -68 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,921 shares 39,921 $1.84M 0.05% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 30,634 shares; 2024Q3: 28,443 shares; 2024Q4: 26,651 shares; 2025Q1: 25,980 shares; 2025Q2: 22,406 shares; 2025Q3: 21,243 shares; 2025Q4: 64,542 shares 64,542 $1.82M 0.05% +43,299 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: 17,767 shares; 2024Q3: 17,780 shares; 2024Q4: 19,458 shares; 2025Q1: 17,549 shares; 2025Q2: 26,320 shares; 2025Q3: 27,481 shares; 2025Q4: 27,627 shares 27,627 $1.82M 0.05% +146 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,407 shares; 2024Q3: 13,764 shares; 2024Q4: 6,383 shares; 2025Q1: 6,346 shares; 2025Q2: 6,390 shares; 2025Q3: 6,360 shares; 2025Q4: 6,622 shares 6,622 $1.82M 0.05% +262 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: not reported; 2024Q3: not reported; 2024Q4: 907 shares; 2025Q1: 1,804 shares; 2025Q2: 1,673 shares; 2025Q3: 1,967 shares; 2025Q4: 1,703 shares 1,703 $1.82M 0.05% -264 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: 26,946 shares; 2024Q3: 27,676 shares; 2024Q4: 32,372 shares; 2025Q1: 26,140 shares; 2025Q2: 27,898 shares; 2025Q3: 21,454 shares; 2025Q4: 20,255 shares 20,255 $1.81M 0.05% -1,199 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: 9,625 shares; 2024Q3: 2,021 shares; 2024Q4: 1,631 shares; 2025Q1: 2,099 shares; 2025Q2: 2,008 shares; 2025Q3: 9,605 shares; 2025Q4: 8,331 shares 8,331 $1.79M 0.05% -1,274 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,205 shares; 2024Q3: 19,492 shares; 2024Q4: 28,028 shares; 2025Q1: 29,596 shares; 2025Q2: 27,618 shares; 2025Q3: 27,071 shares; 2025Q4: 40,652 shares 40,652 $1.79M 0.05% +13,581 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 46,451 shares; 2024Q3: 46,451 shares; 2024Q4: 46,451 shares; 2025Q1: 47,133 shares; 2025Q2: 47,133 shares; 2025Q3: 48,038 shares; 2025Q4: 51,587 shares 51,587 $1.78M 0.05% +3,549 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,214 shares; 2024Q4: 7,214 shares; 2025Q1: 7,368 shares; 2025Q2: 15,804 shares; 2025Q3: 17,406 shares; 2025Q4: 17,919 shares 17,919 $1.77M 0.05% +513 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,951 shares; 2025Q3: 24,664 shares; 2025Q4: 22,846 shares 22,846 $1.77M 0.05% -1,818 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20,981 shares; 2024Q3: 23,142 shares; 2024Q4: 15,259 shares; 2025Q1: 25,827 shares; 2025Q2: 26,230 shares; 2025Q3: not reported; 2025Q4: 24,028 shares 24,028 $1.77M 0.05% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,614 shares; 2024Q3: 2,646 shares; 2024Q4: 2,951 shares; 2025Q1: 3,244 shares; 2025Q2: 3,200 shares; 2025Q3: 3,072 shares; 2025Q4: 3,769 shares 3,769 $1.76M 0.05% +697 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,084 shares; 2024Q3: 10,381 shares; 2024Q4: 9,374 shares; 2025Q1: 11,749 shares; 2025Q2: 11,770 shares; 2025Q3: 11,806 shares; 2025Q4: 12,139 shares 12,139 $1.76M 0.05% +333 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,924 shares 19,924 $1.74M 0.05% new 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: 8,310 shares; 2024Q3: 9,640 shares; 2024Q4: 10,015 shares; 2025Q1: 10,615 shares; 2025Q2: 25,249 shares; 2025Q3: 31,319 shares; 2025Q4: 32,129 shares 32,129 $1.73M 0.05% +810 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: not reported; 2024Q3: not reported; 2024Q4: 20,721 shares; 2025Q1: 21,563 shares; 2025Q2: 21,631 shares; 2025Q3: 21,408 shares; 2025Q4: 24,051 shares 24,051 $1.71M 0.04% +2,643 Timeline CGCB 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: 24,970 shares; 2024Q3: 25,798 shares; 2024Q4: 25,509 shares; 2025Q1: 35,677 shares; 2025Q2: 40,497 shares; 2025Q3: 56,484 shares; 2025Q4: 64,349 shares 64,349 $1.71M 0.04% +7,865 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,838 shares; 2024Q3: 17,260 shares; 2024Q4: 17,525 shares; 2025Q1: 14,542 shares; 2025Q2: 10,165 shares; 2025Q3: 10,499 shares; 2025Q4: 10,476 shares 10,476 $1.71M 0.04% -23 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: 14,195 shares; 2024Q3: 13,465 shares; 2024Q4: 13,300 shares; 2025Q1: 13,140 shares; 2025Q2: 13,140 shares; 2025Q3: 13,090 shares; 2025Q4: 13,101 shares 13,101 $1.7M 0.04% +11 Timeline XSLV 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: not reported; 2024Q3: not reported; 2024Q4: 22,466 shares; 2025Q1: 35,932 shares; 2025Q2: 45,387 shares; 2025Q3: 42,078 shares; 2025Q4: 36,716 shares 36,716 $1.7M 0.04% -5,362 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 129,370 shares; 2024Q3: 129,370 shares; 2024Q4: 140,385 shares; 2025Q1: 137,370 shares; 2025Q2: 147,369 shares; 2025Q3: 147,036 shares; 2025Q4: 145,516 shares 145,516 $1.69M 0.04% -1,520 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: 8,756 shares; 2024Q3: 8,706 shares; 2024Q4: 35,181 shares; 2025Q1: 13,669 shares; 2025Q2: 15,632 shares; 2025Q3: 29,541 shares; 2025Q4: 34,020 shares 34,020 $1.69M 0.04% +4,479 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,650 shares; 2025Q2: 47,514 shares; 2025Q3: 71,264 shares; 2025Q4: 78,264 shares 78,264 $1.66M 0.04% +7,000 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 75,800 shares; 2024Q3: 72,800 shares; 2024Q4: 70,800 shares; 2025Q1: 69,800 shares; 2025Q2: 72,300 shares; 2025Q3: 70,800 shares; 2025Q4: 70,800 shares 70,800 $1.65M 0.04% 0 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 80,000 shares; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares 80,000 $1.65M 0.04% 0 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: not reported; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 3,115 shares; 2025Q2: 3,126 shares; 2025Q3: 2,802 shares; 2025Q4: 6,667 shares 6,667 $1.61M 0.04% +3,865 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,555 shares; 2025Q3: 41,655 shares; 2025Q4: 42,355 shares 42,355 $1.6M 0.04% +700 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 864 shares; 2024Q3: 828 shares; 2024Q4: 846 shares; 2025Q1: 1,308 shares; 2025Q2: 2,882 shares; 2025Q3: 2,940 shares; 2025Q4: 2,784 shares 2,784 $1.59M 0.04% -156 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: not reported; 2024Q3: not reported; 2024Q4: 14,891 shares; 2025Q1: 14,600 shares; 2025Q2: 13,727 shares; 2025Q3: 12,692 shares; 2025Q4: 13,475 shares 13,475 $1.59M 0.04% +783 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: 19,837 shares; 2024Q3: 20,542 shares; 2024Q4: 20,952 shares; 2025Q1: 9,764 shares; 2025Q2: 10,670 shares; 2025Q3: 10,643 shares; 2025Q4: 10,976 shares 10,976 $1.58M 0.04% +333 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,509 shares; 2025Q4: 9,053 shares 9,053 $1.56M 0.04% +544 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,236 shares; 2024Q3: 8,869 shares; 2024Q4: 9,305 shares; 2025Q1: 9,041 shares; 2025Q2: 7,882 shares; 2025Q3: 7,486 shares; 2025Q4: 7,466 shares 7,466 $1.55M 0.04% -20 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,832 shares; 2024Q3: 3,925 shares; 2024Q4: 4,933 shares; 2025Q1: 15,484 shares; 2025Q2: 16,262 shares; 2025Q3: 16,531 shares; 2025Q4: 16,899 shares 16,899 $1.55M 0.04% +368 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,935 shares 39,935 $1.54M 0.04% new Timeline ACWV 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: not reported; 2024Q3: not reported; 2024Q4: 9,637 shares; 2025Q1: 13,563 shares; 2025Q2: 16,386 shares; 2025Q3: 15,253 shares; 2025Q4: 12,990 shares 12,990 $1.54M 0.04% -2,263 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,055 shares 29,055 $1.53M 0.04% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,237 shares; 2024Q3: 3,236 shares; 2024Q4: 14,374 shares; 2025Q1: 12,405 shares; 2025Q2: 28,951 shares; 2025Q3: 30,495 shares; 2025Q4: 30,573 shares 30,573 $1.53M 0.04% +78 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: not reported; 2024Q3: not reported; 2024Q4: 8,601 shares; 2025Q1: 8,778 shares; 2025Q2: 8,780 shares; 2025Q3: 12,987 shares; 2025Q4: 19,921 shares 19,921 $1.52M 0.04% +6,934 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: 15,398 shares; 2024Q3: 13,925 shares; 2024Q4: 11,928 shares; 2025Q1: 16,438 shares; 2025Q2: 18,156 shares; 2025Q3: 16,149 shares; 2025Q4: 18,582 shares 18,582 $1.51M 0.04% +2,433 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 34,996 shares; 2024Q3: 32,126 shares; 2024Q4: 33,976 shares; 2025Q1: 36,077 shares; 2025Q2: 35,322 shares; 2025Q3: 33,152 shares; 2025Q4: 32,069 shares 32,069 $1.51M 0.04% -1,083 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 60,500 shares; 2024Q3: 60,500 shares; 2024Q4: 60,500 shares; 2025Q1: 64,477 shares; 2025Q2: 64,524 shares; 2025Q3: 64,568 shares; 2025Q4: 64,613 shares 64,613 $1.5M 0.04% +45 Timeline MEAR 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,779 shares; 2025Q4: 29,779 shares 29,779 $1.5M 0.04% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,592 shares; 2024Q3: 23,568 shares; 2024Q4: 23,044 shares; 2025Q1: 36,221 shares; 2025Q2: 51,925 shares; 2025Q3: 22,642 shares; 2025Q4: 14,735 shares 14,735 $1.5M 0.04% -7,907 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $1.49M 0.04% new Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,370 shares 51,370 $1.49M 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,640 shares; 2024Q3: 2,592 shares; 2024Q4: 2,787 shares; 2025Q1: 1,918 shares; 2025Q2: 1,800 shares; 2025Q3: 1,767 shares; 2025Q4: 1,809 shares 1,809 $1.48M 0.04% +42 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 56,444 shares; 2024Q3: 57,041 shares; 2024Q4: 58,094 shares; 2025Q1: 66,451 shares; 2025Q2: 72,522 shares; 2025Q3: 71,200 shares; 2025Q4: 64,373 shares 64,373 $1.48M 0.04% -6,827 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 33,500 shares; 2024Q3: 31,900 shares; 2024Q4: 32,400 shares; 2025Q1: 31,900 shares; 2025Q2: 29,573 shares; 2025Q3: 38,113 shares; 2025Q4: 39,343 shares 39,343 $1.47M 0.04% +1,230 Timeline QQQJ 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,747 shares 39,747 $1.46M 0.04% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 112,681 shares; 2024Q3: 122,849 shares; 2024Q4: 144,284 shares; 2025Q1: 164,196 shares; 2025Q2: 102,254 shares; 2025Q3: 44,822 shares; 2025Q4: 38,153 shares 38,153 $1.46M 0.04% -6,669 Timeline JIVE 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,090 shares 18,090 $1.45M 0.04% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,900 shares; 2025Q2: 106,994 shares; 2025Q3: 110,339 shares; 2025Q4: 110,459 shares 110,459 $1.45M 0.04% +120 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 266,130 shares; 2024Q3: 268,346 shares; 2024Q4: 163,200 shares; 2025Q1: 113,956 shares; 2025Q2: 53,270 shares; 2025Q3: 53,693 shares; 2025Q4: 55,110 shares 55,110 $1.45M 0.04% +1,417 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,371 shares; 2024Q3: 6,293 shares; 2024Q4: 12,543 shares; 2025Q1: 12,726 shares; 2025Q2: 13,363 shares; 2025Q3: 13,384 shares; 2025Q4: 31,729 shares 31,729 $1.44M 0.04% +18,345 Timeline DFUS 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: 22,878 shares; 2024Q3: 22,878 shares; 2024Q4: 22,240 shares; 2025Q1: 21,240 shares; 2025Q2: 21,240 shares; 2025Q3: 20,740 shares; 2025Q4: 19,340 shares 19,340 $1.43M 0.04% -1,400 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: 11,833 shares; 2024Q3: 11,833 shares; 2024Q4: 41,061 shares; 2025Q1: 33,452 shares; 2025Q2: 34,354 shares; 2025Q3: 34,416 shares; 2025Q4: 36,967 shares 36,967 $1.42M 0.04% +2,551 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,139 shares; 2025Q4: 15,401 shares 15,401 $1.41M 0.04% +6,262 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: 3,169 shares; 2024Q3: 3,408 shares; 2024Q4: 3,377 shares; 2025Q1: 3,827 shares; 2025Q2: 4,453 shares; 2025Q3: 4,353 shares; 2025Q4: 4,069 shares 4,069 $1.4M 0.04% -284 Timeline KBWB 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: not reported; 2024Q3: not reported; 2024Q4: 16,866 shares; 2025Q1: 16,539 shares; 2025Q2: 16,540 shares; 2025Q3: 16,541 shares; 2025Q4: 16,543 shares 16,543 $1.39M 0.04% +2 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,898 shares; 2024Q3: 773 shares; 2024Q4: 1,752 shares; 2025Q1: 1,025 shares; 2025Q2: 2,020 shares; 2025Q3: 1,521 shares; 2025Q4: 9,089 shares 9,089 $1.39M 0.04% +7,568 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,799 shares; 2024Q3: 7,618 shares; 2024Q4: 7,799 shares; 2025Q1: 7,779 shares; 2025Q2: 7,828 shares; 2025Q3: 7,968 shares; 2025Q4: 7,903 shares 7,903 $1.39M 0.04% -65 Timeline PICK 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: 80,317 shares; 2024Q3: 58,798 shares; 2024Q4: 39,398 shares; 2025Q1: 31,959 shares; 2025Q2: 27,936 shares; 2025Q3: 27,170 shares; 2025Q4: 26,974 shares 26,974 $1.38M 0.04% -196 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: 4,423 shares; 2024Q3: 4,186 shares; 2024Q4: 5,435 shares; 2025Q1: 6,379 shares; 2025Q2: 6,217 shares; 2025Q3: 6,244 shares; 2025Q4: 5,326 shares 5,326 $1.37M 0.04% -918 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: 105,644 shares; 2024Q3: 109,180 shares; 2024Q4: 106,675 shares; 2025Q1: 33,119 shares; 2025Q2: 24,389 shares; 2025Q3: 23,021 shares; 2025Q4: 21,668 shares 21,668 $1.37M 0.04% -1,353 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,069 shares; 2025Q1: 11,084 shares; 2025Q2: 11,285 shares; 2025Q3: 11,285 shares; 2025Q4: 11,285 shares 11,285 $1.37M 0.04% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,154 shares; 2024Q3: 2,514 shares; 2024Q4: 6,680 shares; 2025Q1: 5,106 shares; 2025Q2: 4,278 shares; 2025Q3: 5,076 shares; 2025Q4: 5,512 shares 5,512 $1.36M 0.04% +436 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,238 shares; 2025Q1: 22,632 shares; 2025Q2: 27,813 shares; 2025Q3: 25,147 shares; 2025Q4: 21,024 shares 21,024 $1.35M 0.04% -4,123 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,603 shares; 2024Q3: 7,727 shares; 2024Q4: 10,754 shares; 2025Q1: 10,846 shares; 2025Q2: 11,006 shares; 2025Q3: 10,962 shares; 2025Q4: 23,063 shares 23,063 $1.34M 0.03% +12,101 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,654 shares; 2024Q3: 11,342 shares; 2024Q4: 10,833 shares; 2025Q1: 15,730 shares; 2025Q2: 16,140 shares; 2025Q3: 15,672 shares; 2025Q4: 15,672 shares 15,672 $1.31M 0.03% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,990 shares; 2025Q1: 20,945 shares; 2025Q2: 9,756 shares; 2025Q3: 9,456 shares; 2025Q4: 10,000 shares 10,000 $1.31M 0.03% +544 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,905 shares; 2024Q3: 12,451 shares; 2024Q4: 17,047 shares; 2025Q1: 17,788 shares; 2025Q2: 19,680 shares; 2025Q3: 19,957 shares; 2025Q4: 19,959 shares 19,959 $1.3M 0.03% +2 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,690 shares; 2024Q3: 5,639 shares; 2024Q4: 5,083 shares; 2025Q1: 5,737 shares; 2025Q2: 5,989 shares; 2025Q3: 6,471 shares; 2025Q4: 32,262 shares 32,262 $1.3M 0.03% +25,791 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,352 shares; 2025Q3: 7,549 shares; 2025Q4: 7,707 shares 7,707 $1.29M 0.03% +158 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 27,727 shares; 2024Q4: 42,723 shares; 2025Q1: 50,498 shares; 2025Q2: 73,068 shares; 2025Q3: 76,874 shares; 2025Q4: 89,858 shares 89,858 $1.29M 0.03% +12,984 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,111 shares 28,111 $1.28M 0.03% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,547 shares; 2025Q4: 11,108 shares 11,108 $1.27M 0.03% +8,561 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: 45,716 shares; 2024Q3: 43,856 shares; 2024Q4: 44,856 shares; 2025Q1: 40,689 shares; 2025Q2: 40,689 shares; 2025Q3: 40,689 shares; 2025Q4: 53,477 shares 53,477 $1.26M 0.03% +12,788 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,418 shares 19,418 $1.26M 0.03% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,660 shares; 2024Q3: 11,658 shares; 2024Q4: 12,181 shares; 2025Q1: 32,987 shares; 2025Q2: 32,749 shares; 2025Q3: 32,401 shares; 2025Q4: 30,640 shares 30,640 $1.26M 0.03% -1,761 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,915 shares; 2024Q3: 7,770 shares; 2024Q4: 7,868 shares; 2025Q1: 8,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,248 shares 9,248 $1.26M 0.03% new 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: 24,621 shares; 2024Q3: 21,580 shares; 2024Q4: 21,278 shares; 2025Q1: 9,862 shares; 2025Q2: 10,405 shares; 2025Q3: 10,467 shares; 2025Q4: 10,176 shares 10,176 $1.25M 0.03% -291 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,278 shares; 2024Q4: 3,353 shares; 2025Q1: 3,260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,436 shares 17,436 $1.25M 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,947 shares; 2024Q3: 3,359 shares; 2024Q4: 3,359 shares; 2025Q1: 8,964 shares; 2025Q2: 7,644 shares; 2025Q3: 7,644 shares; 2025Q4: 8,919 shares 8,919 $1.24M 0.03% +1,275 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 29,931 shares; 2024Q4: 29,931 shares; 2025Q1: 29,931 shares; 2025Q2: 29,931 shares; 2025Q3: 47,431 shares; 2025Q4: 49,554 shares 49,554 $1.24M 0.03% +2,123 Timeline RSPH 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: not reported; 2024Q3: not reported; 2024Q4: 41,820 shares; 2025Q1: 40,020 shares; 2025Q2: 40,020 shares; 2025Q3: 40,020 shares; 2025Q4: 38,804 shares 38,804 $1.24M 0.03% -1,216 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,002 shares; 2024Q3: 21,356 shares; 2024Q4: 23,995 shares; 2025Q1: 10,964 shares; 2025Q2: 11,017 shares; 2025Q3: 9,054 shares; 2025Q4: 8,719 shares 8,719 $1.23M 0.03% -335 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 62,312 shares; 2024Q3: 70,746 shares; 2024Q4: 51,192 shares; 2025Q1: 89,853 shares; 2025Q2: 100,870 shares; 2025Q3: 93,496 shares; 2025Q4: 14,157 shares 14,157 $1.22M 0.03% -79,339 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,974 shares; 2024Q3: 1,908 shares; 2024Q4: 9,271 shares; 2025Q1: 10,099 shares; 2025Q2: 10,354 shares; 2025Q3: 10,846 shares; 2025Q4: 8,993 shares 8,993 $1.22M 0.03% -1,853 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,201 shares; 2025Q3: 6,816 shares; 2025Q4: 7,013 shares 7,013 $1.21M 0.03% +197 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,881 shares; 2025Q1: 12,880 shares; 2025Q2: 12,837 shares; 2025Q3: 14,035 shares; 2025Q4: 14,147 shares 14,147 $1.21M 0.03% +112 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: 33,682 shares; 2024Q3: 34,024 shares; 2024Q4: 36,176 shares; 2025Q1: 34,630 shares; 2025Q2: 14,001 shares; 2025Q3: 13,994 shares; 2025Q4: 10,005 shares 10,005 $1.2M 0.03% -3,989 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: 3,841 shares; 2024Q3: 3,849 shares; 2024Q4: 3,762 shares; 2025Q1: 3,517 shares; 2025Q2: 1,386 shares; 2025Q3: 1,399 shares; 2025Q4: 1,474 shares 1,474 $1.19M 0.03% +75 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: 2,002 shares; 2024Q3: 1,894 shares; 2024Q4: 2,265 shares; 2025Q1: 2,278 shares; 2025Q2: 2,352 shares; 2025Q3: 2,057 shares; 2025Q4: 2,098 shares 2,098 $1.19M 0.03% +41 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: 10,596 shares; 2024Q3: 10,342 shares; 2024Q4: 13,687 shares; 2025Q1: 14,581 shares; 2025Q2: 18,748 shares; 2025Q3: 19,616 shares; 2025Q4: 17,638 shares 17,638 $1.19M 0.03% -1,978 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,472 shares; 2024Q3: 7,472 shares; 2024Q4: 8,355 shares; 2025Q1: not reported; 2025Q2: 2,471 shares; 2025Q3: 4,180 shares; 2025Q4: 4,521 shares 4,521 $1.18M 0.03% +341 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: 82,872 shares; 2024Q3: 81,294 shares; 2024Q4: 12,608 shares; 2025Q1: 12,755 shares; 2025Q2: 13,155 shares; 2025Q3: 14,567 shares; 2025Q4: 14,671 shares 14,671 $1.16M 0.03% +104 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 85,780 shares; 2024Q3: 87,766 shares; 2024Q4: 87,828 shares; 2025Q1: 60,154 shares; 2025Q2: 59,964 shares; 2025Q3: 63,341 shares; 2025Q4: 60,405 shares 60,405 $1.16M 0.03% -2,936 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,673 shares; 2025Q4: 15,721 shares 15,721 $1.16M 0.03% -21,952 Timeline VCR 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: not reported; 2024Q3: not reported; 2024Q4: 2,056 shares; 2025Q1: 1,751 shares; 2025Q2: 2,847 shares; 2025Q3: 2,688 shares; 2025Q4: 2,930 shares 2,930 $1.15M 0.03% +242 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: 3,414 shares; 2024Q3: 3,615 shares; 2024Q4: 3,495 shares; 2025Q1: 4,851 shares; 2025Q2: 4,772 shares; 2025Q3: 4,943 shares; 2025Q4: 4,988 shares 4,988 $1.15M 0.03% +45 Timeline 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: not reported; 2024Q3: 8,630 shares; 2024Q4: 14,410 shares; 2025Q1: 20,360 shares; 2025Q2: 21,130 shares; 2025Q3: 22,530 shares; 2025Q4: 24,165 shares 24,165 $1.15M 0.03% +1,635 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,750 shares; 2025Q3: 26,440 shares; 2025Q4: 29,465 shares 29,465 $1.15M 0.03% +3,025 Timeline GCOW 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: 31,458 shares; 2024Q3: 28,929 shares; 2024Q4: 28,554 shares; 2025Q1: 28,122 shares; 2025Q2: 28,122 shares; 2025Q3: 27,846 shares; 2025Q4: 27,746 shares 27,746 $1.14M 0.03% -100 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,699 shares 12,699 $1.14M 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,206 shares; 2024Q3: 24,126 shares; 2024Q4: 25,525 shares; 2025Q1: 25,071 shares; 2025Q2: 24,330 shares; 2025Q3: 24,910 shares; 2025Q4: 10,084 shares 10,084 $1.14M 0.03% -14,826 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,419 shares; 2025Q3: 10,746 shares; 2025Q4: 11,055 shares 11,055 $1.13M 0.03% +309 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: 10,605 shares; 2024Q3: 20,465 shares; 2024Q4: 23,024 shares; 2025Q1: 14,790 shares; 2025Q2: 15,990 shares; 2025Q3: 15,865 shares; 2025Q4: 15,704 shares 15,704 $1.13M 0.03% -161 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,659 shares; 2024Q3: 3,659 shares; 2024Q4: 3,692 shares; 2025Q1: 3,077 shares; 2025Q2: 3,105 shares; 2025Q3: 3,165 shares; 2025Q4: 3,181 shares 3,181 $1.12M 0.03% +16 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: 6,866 shares; 2024Q3: 6,798 shares; 2024Q4: 22,187 shares; 2025Q1: 20,632 shares; 2025Q2: 20,833 shares; 2025Q3: 23,485 shares; 2025Q4: 25,088 shares 25,088 $1.11M 0.03% +1,603 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,472 shares; 2025Q1: 21,888 shares; 2025Q2: 21,643 shares; 2025Q3: 21,643 shares; 2025Q4: 26,559 shares 26,559 $1.11M 0.03% +4,916 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,765 shares; 2025Q1: 12,609 shares; 2025Q2: 11,821 shares; 2025Q3: 11,912 shares; 2025Q4: 11,069 shares 11,069 $1.11M 0.03% -843 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,256 shares; 2024Q3: 5,856 shares; 2024Q4: 10,527 shares; 2025Q1: 14,254 shares; 2025Q2: 14,348 shares; 2025Q3: 11,696 shares; 2025Q4: 11,255 shares 11,255 $1.09M 0.03% -441 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,770 shares; 2024Q3: 23,167 shares; 2024Q4: 20,384 shares; 2025Q1: 15,332 shares; 2025Q2: 15,046 shares; 2025Q3: 15,366 shares; 2025Q4: 27,369 shares 27,369 $1.08M 0.03% +12,003 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,631 shares; 2024Q3: 7,685 shares; 2024Q4: 19,320 shares; 2025Q1: 20,143 shares; 2025Q2: 20,115 shares; 2025Q3: 19,893 shares; 2025Q4: 23,223 shares 23,223 $1.07M 0.03% +3,330 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,493 shares; 2025Q2: 22,791 shares; 2025Q3: 25,655 shares; 2025Q4: 26,525 shares 26,525 $1.07M 0.03% +870 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,276 shares; 2025Q2: 43,703 shares; 2025Q3: not reported; 2025Q4: 21,590 shares 21,590 $1.06M 0.03% new 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: 76,981 shares; 2024Q3: 74,659 shares; 2024Q4: 10,248 shares; 2025Q1: 10,669 shares; 2025Q2: 10,514 shares; 2025Q3: 11,025 shares; 2025Q4: 11,014 shares 11,014 $1.06M 0.03% -11 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: 4,977 shares; 2024Q3: 4,928 shares; 2024Q4: 4,292 shares; 2025Q1: 4,292 shares; 2025Q2: 4,485 shares; 2025Q3: 4,485 shares; 2025Q4: 11,291 shares 11,291 $1.04M 0.03% +6,806 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 929 shares; 2025Q2: 936 shares; 2025Q3: 1,040 shares; 2025Q4: 2,661 shares 2,661 $1.04M 0.03% +1,621 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,890 shares; 2025Q1: 15,890 shares; 2025Q2: 15,890 shares; 2025Q3: 15,890 shares; 2025Q4: 15,890 shares 15,890 $1.03M 0.03% 0 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,424 shares; 2024Q3: 24,584 shares; 2024Q4: 25,884 shares; 2025Q1: 26,732 shares; 2025Q2: 25,379 shares; 2025Q3: 25,635 shares; 2025Q4: 30,567 shares 30,567 $1.03M 0.03% +4,932 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: 12,607 shares; 2024Q3: 13,114 shares; 2024Q4: 16,297 shares; 2025Q1: 16,562 shares; 2025Q2: 5,826 shares; 2025Q3: 4,487 shares; 2025Q4: 4,671 shares 4,671 $1.03M 0.03% +184 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: not reported; 2024Q3: not reported; 2024Q4: 9,437 shares; 2025Q1: 11,511 shares; 2025Q2: 12,511 shares; 2025Q3: 14,036 shares; 2025Q4: 20,253 shares 20,253 $1.02M 0.03% +6,217 Timeline BLOK 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: not reported; 2024Q3: not reported; 2024Q4: 16,585 shares; 2025Q1: 19,816 shares; 2025Q2: 21,471 shares; 2025Q3: 21,621 shares; 2025Q4: 17,990 shares 17,990 $1.02M 0.03% -3,631 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: 5,609 shares; 2024Q3: 5,338 shares; 2024Q4: 8,715 shares; 2025Q1: 10,967 shares; 2025Q2: 11,046 shares; 2025Q3: 9,179 shares; 2025Q4: 8,980 shares 8,980 $1.02M 0.03% -199 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: 32,074 shares; 2024Q3: 32,074 shares; 2024Q4: 32,049 shares; 2025Q1: 32,049 shares; 2025Q2: 32,024 shares; 2025Q3: 32,024 shares; 2025Q4: 33,374 shares 33,374 $1.02M 0.03% +1,350 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 93,237 shares; 2024Q3: 90,877 shares; 2024Q4: 95,879 shares; 2025Q1: 107,529 shares; 2025Q2: 71,429 shares; 2025Q3: 29,064 shares; 2025Q4: 26,494 shares 26,494 $1.02M 0.03% -2,570 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: 10,338 shares; 2024Q3: 9,446 shares; 2024Q4: 17,579 shares; 2025Q1: 16,701 shares; 2025Q2: 22,147 shares; 2025Q3: 17,607 shares; 2025Q4: 20,186 shares 20,186 $1.02M 0.03% +2,579 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: 6,741 shares; 2024Q3: 6,729 shares; 2024Q4: 7,082 shares; 2025Q1: 7,439 shares; 2025Q2: 3,876 shares; 2025Q3: 3,542 shares; 2025Q4: 4,619 shares 4,619 $1.01M 0.03% +1,077 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: 27,516 shares; 2024Q3: 13,935 shares; 2024Q4: 11,328 shares; 2025Q1: 11,056 shares; 2025Q2: 11,742 shares; 2025Q3: 10,939 shares; 2025Q4: 10,149 shares 10,149 $1.01M 0.03% -790 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: not reported; 2024Q3: not reported; 2024Q4: 10,593 shares; 2025Q1: 11,631 shares; 2025Q2: 11,380 shares; 2025Q3: 10,914 shares; 2025Q4: 9,185 shares 9,185 $1.01M 0.03% -1,729 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,315 shares; 2025Q2: 17,138 shares; 2025Q3: 16,397 shares; 2025Q4: 15,469 shares 15,469 $1.01M 0.03% -928 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 42,294 shares; 2024Q3: 46,144 shares; 2024Q4: 47,814 shares; 2025Q1: 46,624 shares; 2025Q2: 47,463 shares; 2025Q3: 58,774 shares; 2025Q4: 65,774 shares 65,774 $1M 0.03% +7,000 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,906 shares; 2024Q3: 4,739 shares; 2024Q4: 4,840 shares; 2025Q1: 8,787 shares; 2025Q2: 79,679 shares; 2025Q3: 11,010 shares; 2025Q4: 11,825 shares 11,825 $996K 0.03% +815 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,609 shares; 2025Q2: 46,697 shares; 2025Q3: 50,569 shares; 2025Q4: 38,430 shares 38,430 $995K 0.03% -12,139 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,052 shares; 2024Q3: 9,052 shares; 2024Q4: 9,052 shares; 2025Q1: 9,054 shares; 2025Q2: 9,607 shares; 2025Q3: 10,933 shares; 2025Q4: 12,044 shares 12,044 $994K 0.03% +1,111 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,916 shares; 2024Q3: 6,381 shares; 2024Q4: 6,402 shares; 2025Q1: 6,329 shares; 2025Q2: 6,313 shares; 2025Q3: 6,570 shares; 2025Q4: 7,002 shares 7,002 $988K 0.03% +432 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,319 shares 3,319 $981K 0.03% new Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,592 shares; 2024Q3: 13,607 shares; 2024Q4: 20,148 shares; 2025Q1: 18,270 shares; 2025Q2: 18,283 shares; 2025Q3: 18,297 shares; 2025Q4: 18,312 shares 18,312 $979K 0.03% +15 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,073 shares; 2025Q2: 45,454 shares; 2025Q3: 46,706 shares; 2025Q4: 49,227 shares 49,227 $977K 0.03% +2,521 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: 17,522 shares; 2024Q3: 16,907 shares; 2024Q4: 14,931 shares; 2025Q1: 13,448 shares; 2025Q2: 20,962 shares; 2025Q3: 19,542 shares; 2025Q4: 31,433 shares 31,433 $973K 0.03% +11,891 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $969K 0.03% 0 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: 13,240 shares; 2024Q3: 12,774 shares; 2024Q4: 16,820 shares; 2025Q1: 14,316 shares; 2025Q2: 14,618 shares; 2025Q3: 16,067 shares; 2025Q4: 17,907 shares 17,907 $963K 0.03% +1,840 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: 7,503 shares; 2024Q3: 7,413 shares; 2024Q4: 9,262 shares; 2025Q1: 8,712 shares; 2025Q2: 7,792 shares; 2025Q3: 20,365 shares; 2025Q4: 8,212 shares 8,212 $963K 0.03% -12,153 Timeline XLRE 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: 10,941 shares; 2024Q3: 9,445 shares; 2024Q4: 23,267 shares; 2025Q1: 25,041 shares; 2025Q2: 29,750 shares; 2025Q3: 22,184 shares; 2025Q4: 23,841 shares 23,841 $962K 0.03% +1,657 Timeline