JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,879 shares; 2024Q4: 237,985 shares; 2025Q1: 229,086 shares; 2025Q2: 228,538 shares; 2025Q3: 228,345 shares; 2025Q4: 227,923 shares 227,923 $41.6M 22.35% -422 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,223 shares; 2024Q4: 128,948 shares; 2025Q1: 129,346 shares; 2025Q2: 129,883 shares; 2025Q3: 131,372 shares; 2025Q4: 130,630 shares 130,630 $14.6M 7.82% -742 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 9,633 shares; 2025Q1: 9,643 shares; 2025Q2: 146,574 shares; 2025Q3: 147,284 shares; 2025Q4: 147,126 shares 147,126 $13.4M 7.21% -158 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,356 shares; 2024Q4: 33,661 shares; 2025Q1: 33,428 shares; 2025Q2: 33,627 shares; 2025Q3: 33,546 shares; 2025Q4: 33,711 shares 33,711 $6.29M 3.38% +165 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,560 shares; 2024Q4: 22,605 shares; 2025Q1: 22,684 shares; 2025Q2: 22,663 shares; 2025Q3: 22,814 shares; 2025Q4: 22,960 shares 22,960 $6.24M 3.35% +146 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,011 shares; 2024Q4: 12,194 shares; 2025Q1: 12,035 shares; 2025Q2: 12,067 shares; 2025Q3: 12,128 shares; 2025Q4: 11,990 shares 11,990 $5.8M 3.12% -138 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,605 shares; 2024Q4: 58,491 shares; 2025Q1: 65,221 shares; 2025Q2: 71,432 shares; 2025Q3: 77,525 shares; 2025Q4: 78,131 shares 78,131 $5.61M 3.01% +606 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 10,716 shares; 2025Q1: 10,993 shares; 2025Q2: 11,080 shares; 2025Q3: 11,240 shares; 2025Q4: 11,235 shares 11,235 $5.05M 2.72% -5 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: restricted; 2024Q3: 86,065 shares; 2024Q4: 84,413 shares; 2025Q1: 83,157 shares; 2025Q2: 83,453 shares; 2025Q3: 84,512 shares; 2025Q4: 82,956 shares 82,956 $3.78M 2.03% -1,556 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,415 shares; 2024Q4: 34,479 shares; 2025Q1: 34,761 shares; 2025Q2: 36,469 shares; 2025Q3: 38,617 shares; 2025Q4: 38,403 shares 38,403 $2.28M 1.22% -214 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,235 shares; 2024Q4: 130,235 shares; 2025Q1: 129,235 shares; 2025Q2: 128,235 shares; 2025Q3: 119,235 shares; 2025Q4: 117,235 shares 117,235 $2.14M 1.15% -2,000 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 8,502 shares; 2025Q1: 8,437 shares; 2025Q2: 8,455 shares; 2025Q3: 8,860 shares; 2025Q4: 9,141 shares 9,141 $2.11M 1.13% +281 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,619 shares; 2024Q4: 22,779 shares; 2025Q1: 22,770 shares; 2025Q2: 22,729 shares; 2025Q3: 22,742 shares; 2025Q4: 22,756 shares 22,756 $1.92M 1.03% +14 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,932 shares; 2024Q4: 16,020 shares; 2025Q1: 15,804 shares; 2025Q2: 15,944 shares; 2025Q3: 15,970 shares; 2025Q4: 15,769 shares 15,769 $1.9M 1.02% -201 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,822 shares; 2024Q4: 10,872 shares; 2025Q1: 10,823 shares; 2025Q2: 11,081 shares; 2025Q3: 11,109 shares; 2025Q4: 10,940 shares 10,940 $1.67M 0.9% -169 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,548 shares; 2024Q4: 38,073 shares; 2025Q1: 37,933 shares; 2025Q2: 37,933 shares; 2025Q3: 36,408 shares; 2025Q4: 35,508 shares 35,508 $1.64M 0.88% -900 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,322 shares; 2024Q4: 43,824 shares; 2025Q1: 42,626 shares; 2025Q2: 42,628 shares; 2025Q3: 42,630 shares; 2025Q4: 42,632 shares 42,632 $1.61M 0.87% +2 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,392 shares; 2024Q4: 18,607 shares; 2025Q1: 18,465 shares; 2025Q2: 18,638 shares; 2025Q3: 20,400 shares; 2025Q4: 20,421 shares 20,421 $1.6M 0.86% +21 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,132 shares; 2024Q4: 11,174 shares; 2025Q1: 11,187 shares; 2025Q2: 11,150 shares; 2025Q3: 11,135 shares; 2025Q4: 11,050 shares 11,050 $1.58M 0.85% -85 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,690 shares; 2025Q2: 18,834 shares; 2025Q3: 15,227 shares; 2025Q4: 15,556 shares 15,556 $1.56M 0.84% +329 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,662 shares; 2025Q1: 1,699 shares; 2025Q2: 2,132 shares; 2025Q3: 2,379 shares; 2025Q4: 2,412 shares 2,412 $1.51M 0.81% +33 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,390 shares; 2024Q4: 83,390 shares; 2025Q1: 82,200 shares; 2025Q2: 82,211 shares; 2025Q3: 78,721 shares; 2025Q4: 76,562 shares 76,562 $1.48M 0.8% -2,159 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: restricted; 2024Q3: 40,244 shares; 2024Q4: 40,695 shares; 2025Q1: 40,339 shares; 2025Q2: 41,282 shares; 2025Q3: 43,339 shares; 2025Q4: 43,077 shares 43,077 $1.37M 0.74% -262 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,621 shares; 2024Q4: 20,021 shares; 2025Q1: 19,900 shares; 2025Q2: 19,900 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares 19,500 $1.35M 0.73% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,388 shares; 2024Q4: 24,652 shares; 2025Q1: 24,700 shares; 2025Q2: 24,846 shares; 2025Q3: 24,344 shares; 2025Q4: 23,804 shares 23,804 $1.35M 0.72% -540 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 4,056 shares; 2025Q1: 4,058 shares; 2025Q2: 4,060 shares; 2025Q3: 4,048 shares; 2025Q4: 3,974 shares 3,974 $1.22M 0.66% -74 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 7,472 shares; 2025Q1: 7,498 shares; 2025Q2: 7,519 shares; 2025Q3: 7,536 shares; 2025Q4: 7,458 shares 7,458 $1.2M 0.64% -78 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,293 shares; 2024Q4: 7,331 shares; 2025Q1: 7,394 shares; 2025Q2: 7,444 shares; 2025Q3: 7,489 shares; 2025Q4: 7,657 shares 7,657 $1.18M 0.63% +168 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,041 shares; 2024Q4: 21,158 shares; 2025Q1: 20,851 shares; 2025Q2: 20,083 shares; 2025Q3: 21,061 shares; 2025Q4: 20,564 shares 20,564 $1.17M 0.63% -497 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,077 shares; 2024Q4: 47,018 shares; 2025Q1: 47,116 shares; 2025Q2: 47,045 shares; 2025Q3: 47,092 shares; 2025Q4: 47,110 shares 47,110 $1.17M 0.63% +18 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 3,208 shares; 2025Q1: 3,210 shares; 2025Q2: 3,212 shares; 2025Q3: 3,243 shares; 2025Q4: 3,205 shares 3,205 $1.1M 0.59% -38 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,420 shares; 2025Q1: 5,424 shares; 2025Q2: 5,441 shares; 2025Q3: 5,488 shares; 2025Q4: 5,574 shares 5,574 $1.09M 0.58% +86 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,931 shares; 2025Q1: 2,956 shares; 2025Q2: 2,963 shares; 2025Q3: 2,968 shares; 2025Q4: 2,974 shares 2,974 $1.03M 0.55% +6 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,933 shares; 2024Q4: 19,840 shares; 2025Q1: 19,847 shares; 2025Q2: 18,825 shares; 2025Q3: 18,104 shares; 2025Q4: 16,354 shares 16,354 $959K 0.52% -1,750 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 3,007 shares; 2025Q1: 2,845 shares; 2025Q2: 2,956 shares; 2025Q3: 2,970 shares; 2025Q4: 3,037 shares 3,037 $950K 0.51% +67 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,743 shares; 2024Q4: 25,779 shares; 2025Q1: 25,917 shares; 2025Q2: 25,959 shares; 2025Q3: 26,000 shares; 2025Q4: 26,037 shares 26,037 $944K 0.51% +37 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 2,939 shares; 2025Q1: 2,942 shares; 2025Q2: 2,947 shares; 2025Q3: 2,950 shares; 2025Q4: 3,241 shares 3,241 $925K 0.5% +291 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,527 shares; 2025Q1: 4,089 shares; 2025Q2: 4,722 shares; 2025Q3: 5,033 shares; 2025Q4: 4,733 shares 4,733 $920K 0.49% -300 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,877 shares; 2024Q4: 22,917 shares; 2025Q1: 22,405 shares; 2025Q2: 20,565 shares; 2025Q3: 22,127 shares; 2025Q4: 22,315 shares 22,315 $889K 0.48% +188 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 2,243 shares; 2025Q1: 2,217 shares; 2025Q2: 2,237 shares; 2025Q3: 1,787 shares; 2025Q4: 1,816 shares 1,816 $878K 0.47% +29 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 9,833 shares; 2025Q1: 9,833 shares; 2025Q2: 9,833 shares; 2025Q3: 9,833 shares; 2025Q4: 9,833 shares 9,833 $861K 0.46% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 989 shares; 2025Q1: 1,066 shares; 2025Q2: 1,167 shares; 2025Q3: 1,262 shares; 2025Q4: 1,242 shares 1,242 $847K 0.46% -20 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: restricted; 2024Q3: 18,147 shares; 2024Q4: 18,647 shares; 2025Q1: 18,647 shares; 2025Q2: 18,647 shares; 2025Q3: 18,947 shares; 2025Q4: 18,947 shares 18,947 $793K 0.43% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,453 shares; 2025Q1: 2,463 shares; 2025Q2: 2,477 shares; 2025Q3: 2,472 shares; 2025Q4: 2,448 shares 2,448 $789K 0.42% -24 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 868 shares; 2025Q1: 872 shares; 2025Q2: 875 shares; 2025Q3: 839 shares; 2025Q4: 843 shares 843 $741K 0.4% +4 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,663 shares; 2024Q4: 13,172 shares; 2025Q1: 13,281 shares; 2025Q2: 12,677 shares; 2025Q3: 12,777 shares; 2025Q4: 12,769 shares 12,769 $736K 0.4% -8 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 17,660 shares; 2025Q1: 23,280 shares; 2025Q2: 23,280 shares; 2025Q3: 23,280 shares; 2025Q4: 23,280 shares 23,280 $731K 0.39% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 693 shares; 2025Q1: 664 shares; 2025Q2: 665 shares; 2025Q3: 657 shares; 2025Q4: 658 shares 658 $707K 0.38% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 998 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,049 shares 1,049 $686K 0.37% -18 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,581 shares; 2025Q1: 3,862 shares; 2025Q2: 3,876 shares; 2025Q3: 3,885 shares; 2025Q4: 3,992 shares 3,992 $683K 0.37% +107 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,360 shares 1,360 $663K 0.36% +1 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,153 shares; 2025Q4: 14,103 shares 14,103 $649K 0.35% +950 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,020 shares; 2025Q1: 3,076 shares; 2025Q2: 3,154 shares; 2025Q3: 3,171 shares; 2025Q4: 3,086 shares 3,086 $639K 0.34% -85 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,969 shares; 2024Q4: 18,621 shares; 2025Q1: 18,915 shares; 2025Q2: 19,028 shares; 2025Q3: 19,352 shares; 2025Q4: 19,678 shares 19,678 $631K 0.34% +326 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,099 shares; 2025Q1: 8,135 shares; 2025Q2: 8,165 shares; 2025Q3: 8,199 shares; 2025Q4: 8,092 shares 8,092 $623K 0.33% -107 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,137 shares; 2024Q4: 50,637 shares; 2025Q1: 46,637 shares; 2025Q2: 44,121 shares; 2025Q3: 39,121 shares; 2025Q4: 36,421 shares 36,421 $594K 0.32% -2,700 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 5,076 shares; 2025Q1: 4,778 shares; 2025Q2: 4,814 shares; 2025Q3: 4,850 shares; 2025Q4: 4,888 shares 4,888 $573K 0.31% +38 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 4,413 shares; 2025Q1: 4,474 shares; 2025Q2: 4,497 shares; 2025Q3: 4,528 shares; 2025Q4: 4,547 shares 4,547 $558K 0.3% +19 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,492 shares; 2025Q1: 1,495 shares; 2025Q2: 1,498 shares; 2025Q3: 1,502 shares; 2025Q4: 1,504 shares 1,504 $557K 0.3% +2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,354 shares; 2025Q1: 2,373 shares; 2025Q2: 2,394 shares; 2025Q3: 2,412 shares; 2025Q4: 2,429 shares 2,429 $555K 0.3% +17 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 6,434 shares; 2025Q1: 6,154 shares; 2025Q2: 6,115 shares; 2025Q3: 6,753 shares; 2025Q4: 6,834 shares 6,834 $544K 0.29% +81 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,396 shares; 2024Q4: 11,666 shares; 2025Q1: 11,712 shares; 2025Q2: 11,764 shares; 2025Q3: 11,716 shares; 2025Q4: 11,273 shares 11,273 $530K 0.28% -443 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: 9,844 shares; 2025Q1: 9,824 shares; 2025Q2: 9,720 shares; 2025Q3: 9,897 shares; 2025Q4: 9,619 shares 9,619 $529K 0.28% -278 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,997 shares; 2025Q1: 2,003 shares; 2025Q2: 2,008 shares; 2025Q3: 2,013 shares; 2025Q4: 2,017 shares 2,017 $518K 0.28% +4 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,090 shares; 2024Q4: 41,260 shares; 2025Q1: 41,260 shares; 2025Q2: 40,170 shares; 2025Q3: 38,670 shares; 2025Q4: 36,420 shares 36,420 $515K 0.28% -2,250 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,051 shares; 2025Q2: 2,341 shares; 2025Q3: 2,341 shares; 2025Q4: 2,342 shares 2,342 $515K 0.28% +1 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 2,118 shares; 2025Q4: 2,123 shares 2,123 $514K 0.28% +5 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,916 shares; 2024Q4: 16,090 shares; 2025Q1: 16,575 shares; 2025Q2: 16,133 shares; 2025Q3: 17,384 shares; 2025Q4: 17,462 shares 17,462 $507K 0.27% +78 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $484K 0.26% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,020 shares; 2025Q4: 7,243 shares 7,243 $469K 0.25% +1,223 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,713 shares; 2024Q4: 38,213 shares; 2025Q1: 38,213 shares; 2025Q2: 35,538 shares; 2025Q3: 32,958 shares; 2025Q4: 31,208 shares 31,208 $466K 0.25% -1,750 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 1,047 shares 1,047 $465K 0.25% +57 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 6,489 shares; 2025Q1: 6,398 shares; 2025Q2: 6,164 shares; 2025Q3: 6,517 shares; 2025Q4: 6,191 shares 6,191 $463K 0.25% -326 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: restricted; 2024Q3: 6,214 shares; 2024Q4: 6,214 shares; 2025Q1: 6,214 shares; 2025Q2: 6,214 shares; 2025Q3: 6,214 shares; 2025Q4: 6,214 shares 6,214 $458K 0.25% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 527 shares; 2025Q1: 528 shares; 2025Q2: 538 shares; 2025Q3: 599 shares; 2025Q4: 529 shares 529 $456K 0.25% -70 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 4,960 shares; 2025Q1: 4,983 shares; 2025Q2: 5,006 shares; 2025Q3: 5,031 shares; 2025Q4: 4,894 shares 4,894 $456K 0.25% -137 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 7,987 shares; 2025Q1: 8,059 shares; 2025Q2: 8,189 shares; 2025Q3: 8,288 shares; 2025Q4: 8,419 shares 8,419 $454K 0.24% +131 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,144 shares 1,144 $453K 0.24% +99 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,361 shares; 2025Q1: 1,421 shares; 2025Q2: 1,432 shares; 2025Q3: 1,426 shares; 2025Q4: 1,376 shares 1,376 $451K 0.24% -50 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: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,547 shares; 2025Q1: 2,562 shares; 2025Q2: 2,577 shares; 2025Q3: 2,590 shares; 2025Q4: 2,605 shares 2,605 $437K 0.23% +15 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,093 shares; 2025Q1: 2,093 shares; 2025Q2: 2,093 shares; 2025Q3: 2,093 shares; 2025Q4: 2,093 shares 2,093 $429K 0.23% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 338 shares; 2025Q3: 339 shares; 2025Q4: 340 shares 340 $413K 0.22% +1 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 6,045 shares; 2025Q1: 6,133 shares; 2025Q2: 7,120 shares; 2025Q3: 7,205 shares; 2025Q4: 7,292 shares 7,292 $411K 0.22% +87 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 5,646 shares; 2025Q1: 5,220 shares; 2025Q2: 5,268 shares; 2025Q3: 5,323 shares; 2025Q4: 5,482 shares 5,482 $403K 0.22% +159 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,377 shares; 2025Q1: 1,380 shares; 2025Q2: 1,382 shares; 2025Q3: 1,384 shares; 2025Q4: 1,387 shares 1,387 $400K 0.22% +3 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,658 shares; 2025Q3: 5,675 shares; 2025Q4: 5,710 shares 5,710 $399K 0.21% +35 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 4,624 shares; 2025Q1: 4,652 shares; 2025Q2: 4,815 shares; 2025Q3: 4,745 shares; 2025Q4: 4,903 shares 4,903 $394K 0.21% +158 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 4,417 shares; 2025Q1: 4,486 shares; 2025Q2: 4,528 shares; 2025Q3: 4,547 shares; 2025Q4: 4,174 shares 4,174 $391K 0.21% -373 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,189 shares; 2025Q1: 2,190 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,282 shares 2,282 $390K 0.21% +91 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,598 shares; 2025Q1: 13,805 shares; 2025Q2: 13,583 shares; 2025Q3: 13,635 shares; 2025Q4: 9,445 shares 9,445 $385K 0.21% -4,190 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $383K 0.21% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares 1,138 $382K 0.21% 0 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: restricted; 2024Q3: 3,626 shares; 2024Q4: 4,126 shares; 2025Q1: 4,326 shares; 2025Q2: 4,493 shares; 2025Q3: 4,596 shares; 2025Q4: 4,746 shares 4,746 $380K 0.2% +150 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 5,811 shares; 2025Q1: 6,078 shares; 2025Q2: 6,077 shares; 2025Q3: 6,142 shares; 2025Q4: 6,412 shares 6,412 $376K 0.2% +270 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,435 shares; 2025Q1: 5,435 shares; 2025Q2: 5,435 shares; 2025Q3: 5,435 shares; 2025Q4: 8,152 shares 8,152 $374K 0.2% +2,717 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 632 shares; 2025Q3: 732 shares; 2025Q4: 732 shares 732 $368K 0.2% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,085 shares; 2024Q4: 11,598 shares; 2025Q1: 12,862 shares; 2025Q2: 14,402 shares; 2025Q3: 13,815 shares; 2025Q4: 14,338 shares 14,338 $357K 0.19% +523 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,892 shares; 2025Q1: 1,901 shares; 2025Q2: 1,910 shares; 2025Q3: 1,918 shares; 2025Q4: 1,925 shares 1,925 $353K 0.19% +7 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,175 shares; 2025Q1: 1,176 shares; 2025Q2: 1,178 shares; 2025Q3: 1,180 shares; 2025Q4: 1,181 shares 1,181 $350K 0.19% +1 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,225 shares; 2024Q4: 27,225 shares; 2025Q1: 27,225 shares; 2025Q2: 27,225 shares; 2025Q3: 27,225 shares; 2025Q4: 27,225 shares 27,225 $345K 0.19% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,352 shares; 2025Q1: 5,397 shares; 2025Q2: 5,439 shares; 2025Q3: 5,482 shares; 2025Q4: 5,528 shares 5,528 $332K 0.18% +46 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,398 shares; 2025Q1: 4,433 shares; 2025Q2: 4,468 shares; 2025Q3: 4,500 shares; 2025Q4: 4,534 shares 4,534 $329K 0.18% +34 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,070 shares; 2025Q1: 1,071 shares; 2025Q2: 1,062 shares; 2025Q3: 1,064 shares; 2025Q4: 1,046 shares 1,046 $320K 0.17% -18 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares 483 $319K 0.17% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,659 shares; 2025Q1: 2,679 shares; 2025Q2: 2,662 shares; 2025Q3: 2,641 shares; 2025Q4: 2,448 shares 2,448 $316K 0.17% -193 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,077 shares; 2024Q4: 8,731 shares; 2025Q1: 8,638 shares; 2025Q2: 8,644 shares; 2025Q3: 9,305 shares; 2025Q4: 9,126 shares 9,126 $311K 0.17% -179 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,598 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares 1,593 $310K 0.17% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $307K 0.16% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,393 shares; 2025Q1: 1,094 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,052 shares 1,052 $304K 0.16% +1 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,735 shares; 2025Q1: 2,789 shares; 2025Q2: 2,909 shares; 2025Q3: 2,835 shares; 2025Q4: 2,859 shares 2,859 $301K 0.16% +24 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 5,588 shares; 2025Q1: 5,603 shares; 2025Q2: 5,510 shares; 2025Q3: 5,475 shares; 2025Q4: 5,490 shares 5,490 $293K 0.16% +15 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,360 shares 1,360 $291K 0.16% -20 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 2,097 shares; 2025Q1: 2,115 shares; 2025Q2: 2,199 shares; 2025Q3: 2,301 shares; 2025Q4: 1,989 shares 1,989 $286K 0.15% -312 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 320 shares; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 322 shares; 2025Q4: 323 shares 323 $284K 0.15% +1 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $278K 0.15% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,203 shares; 2024Q4: 15,597 shares; 2025Q1: 11,622 shares; 2025Q2: 13,723 shares; 2025Q3: 14,551 shares; 2025Q4: 16,805 shares 16,805 $277K 0.15% +2,254 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $275K 0.15% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,330 shares; 2025Q4: 2,340 shares 2,340 $273K 0.15% +10 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,384 shares; 2024Q4: 8,510 shares; 2025Q1: 8,445 shares; 2025Q2: 8,051 shares; 2025Q3: 8,393 shares; 2025Q4: 8,051 shares 8,051 $271K 0.15% -342 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 542 shares; 2025Q1: 543 shares; 2025Q2: 545 shares; 2025Q3: 547 shares; 2025Q4: 549 shares 549 $269K 0.14% +2 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 456 shares 456 $261K 0.14% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,647 shares; 2024Q4: 11,194 shares; 2025Q1: 10,360 shares; 2025Q2: 10,278 shares; 2025Q3: not reported; 2025Q4: 9,003 shares 9,003 $259K 0.14% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 8,137 shares; 2025Q1: 8,263 shares; 2025Q2: 8,374 shares; 2025Q3: 8,483 shares; 2025Q4: 8,605 shares 8,605 $242K 0.13% +122 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 812 shares 812 $236K 0.13% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,124 shares 3,124 $223K 0.12% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: not reported; 2025Q4: 392 shares 392 $222K 0.12% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 3,871 shares; 2025Q1: 2,599 shares; 2025Q2: 2,625 shares; 2025Q3: 2,645 shares; 2025Q4: 2,665 shares 2,665 $221K 0.12% +20 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,829 shares; 2025Q4: 1,829 shares 1,829 $219K 0.12% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,229 shares 1,229 $218K 0.12% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares 1,002 $218K 0.12% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,543 shares; 2025Q1: 7,624 shares; 2025Q2: 7,704 shares; 2025Q3: 7,788 shares; 2025Q4: 7,871 shares 7,871 $216K 0.12% +83 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,561 shares; 2025Q4: 3,593 shares 3,593 $210K 0.11% +32 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,550 shares; 2024Q4: 21,574 shares; 2025Q1: 18,612 shares; 2025Q2: 15,903 shares; 2025Q3: 15,910 shares; 2025Q4: 15,917 shares 15,917 $209K 0.11% +7 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares 529 $206K 0.11% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,973 shares 3,973 $202K 0.11% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,712 shares; 2025Q4: 2,730 shares 2,730 $202K 0.11% +18 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,574 shares; 2025Q1: 2,586 shares; 2025Q2: 2,600 shares; 2025Q3: 1,808 shares; 2025Q4: 1,816 shares 1,816 $200K 0.11% +8 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,352 shares; 2024Q4: 16,352 shares; 2025Q1: 16,352 shares; 2025Q2: 16,352 shares; 2025Q3: 16,352 shares; 2025Q4: 16,352 shares 16,352 $175K 0.09% 0 Timeline NOM NUVEEN MO QUALITY MUN INCOME More: the full row for NUVEEN MO QUALITY MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,975 shares; 2024Q4: 12,375 shares; 2025Q1: 12,375 shares; 2025Q2: 12,375 shares; 2025Q3: 12,375 shares; 2025Q4: 12,375 shares 12,375 $148K 0.08% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares 11,200 $50.5K 0.03% 0 Timeline