SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395,037 shares; 2024Q4: 3,605,020 shares; 2025Q1: 3,763,062 shares; 2025Q2: 4,299,447 shares; 2025Q3: 4,294,814 shares; 2025Q4: 4,330,088 shares 4,330,088 $347M 6.82% +35,274 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148,663 shares; 2024Q4: 2,191,824 shares; 2025Q1: 2,173,356 shares; 2025Q2: 2,603,310 shares; 2025Q3: 2,625,535 shares; 2025Q4: 2,542,112 shares 2,542,112 $210M 4.12% -83,423 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: 357,428 shares; 2024Q4: 348,085 shares; 2025Q1: 370,702 shares; 2025Q2: 376,386 shares; 2025Q3: 366,582 shares; 2025Q4: 355,564 shares 355,564 $119M 2.34% -11,018 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830,550 shares; 2024Q4: 898,882 shares; 2025Q1: 933,682 shares; 2025Q2: 1,023,587 shares; 2025Q3: 1,061,967 shares; 2025Q4: 1,148,502 shares 1,148,502 $118M 2.31% +86,535 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: 180,971 shares; 2024Q4: 173,363 shares; 2025Q1: 172,568 shares; 2025Q2: 173,976 shares; 2025Q3: 173,679 shares; 2025Q4: 172,209 shares 172,209 $117M 2.31% -1,470 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: 127,756 shares; 2024Q4: 125,529 shares; 2025Q1: 109,172 shares; 2025Q2: 145,195 shares; 2025Q3: 151,389 shares; 2025Q4: 149,344 shares 149,344 $93.7M 1.84% -2,045 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234,949 shares; 2024Q4: 1,327,012 shares; 2025Q1: 1,380,729 shares; 2025Q2: 1,629,859 shares; 2025Q3: 1,643,666 shares; 2025Q4: 1,682,637 shares 1,682,637 $78.8M 1.55% +38,971 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: 431,699 shares; 2024Q4: 420,525 shares; 2025Q1: 413,133 shares; 2025Q2: 430,802 shares; 2025Q3: 426,152 shares; 2025Q4: 421,676 shares 421,676 $78.6M 1.54% -4,476 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,604 shares; 2024Q4: 567,910 shares; 2025Q1: 618,178 shares; 2025Q2: 636,093 shares; 2025Q3: 686,121 shares; 2025Q4: 767,465 shares 767,465 $73.8M 1.45% +81,344 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: 215,946 shares; 2024Q4: 214,610 shares; 2025Q1: 215,700 shares; 2025Q2: 224,975 shares; 2025Q3: 224,053 shares; 2025Q4: 267,241 shares 267,241 $72.7M 1.43% +43,188 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222,984 shares; 2024Q4: 2,408,625 shares; 2025Q1: 2,223,854 shares; 2025Q2: 2,385,485 shares; 2025Q3: 2,502,698 shares; 2025Q4: 2,798,135 shares 2,798,135 $72.1M 1.42% +295,437 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,445 shares; 2024Q4: 1,078,366 shares; 2025Q1: 1,147,484 shares; 2025Q2: 1,325,768 shares; 2025Q3: 1,439,111 shares; 2025Q4: 1,504,259 shares 1,504,259 $69.3M 1.36% +65,148 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852,189 shares; 2024Q4: 893,367 shares; 2025Q1: 937,683 shares; 2025Q2: 1,031,994 shares; 2025Q3: 1,063,336 shares; 2025Q4: 1,114,253 shares 1,114,253 $64.5M 1.27% +50,917 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,976 shares; 2024Q4: 706,932 shares; 2025Q1: 1,388,868 shares; 2025Q2: 1,428,736 shares; 2025Q3: 1,519,111 shares; 2025Q4: 1,548,995 shares 1,548,995 $61.3M 1.2% +29,884 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,973 shares; 2024Q4: 95,403 shares; 2025Q1: 89,504 shares; 2025Q2: 105,862 shares; 2025Q3: 98,135 shares; 2025Q4: 96,619 shares 96,619 $59.4M 1.17% -1,516 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,037 shares; 2024Q4: 565,380 shares; 2025Q1: 553,978 shares; 2025Q2: 418,829 shares; 2025Q3: 466,899 shares; 2025Q4: 533,437 shares 533,437 $57.1M 1.12% +66,538 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769,096 shares; 2024Q4: 907,031 shares; 2025Q1: 1,086,172 shares; 2025Q2: 1,188,093 shares; 2025Q3: 1,265,635 shares; 2025Q4: 1,273,831 shares 1,273,831 $56.6M 1.11% +8,196 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,690 shares; 2024Q4: 491,212 shares; 2025Q1: 536,487 shares; 2025Q2: 862,641 shares; 2025Q3: 1,144,036 shares; 2025Q4: 1,236,233 shares 1,236,233 $53.9M 1.06% +92,197 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885,368 shares; 2024Q4: 905,034 shares; 2025Q1: 904,188 shares; 2025Q2: 920,204 shares; 2025Q3: 941,315 shares; 2025Q4: 932,701 shares 932,701 $51.1M 1% -8,614 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: 94,940 shares; 2024Q4: 93,654 shares; 2025Q1: 91,872 shares; 2025Q2: 95,565 shares; 2025Q3: 96,001 shares; 2025Q4: 104,969 shares 104,969 $50.8M 1% +8,968 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,487 shares; 2024Q4: 41,135 shares; 2025Q1: 59,700 shares; 2025Q2: 63,783 shares; 2025Q3: 65,195 shares; 2025Q4: 66,926 shares 66,926 $45.8M 0.9% +1,731 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,136 shares; 2024Q4: 120,087 shares; 2025Q1: 124,240 shares; 2025Q2: 123,208 shares; 2025Q3: 122,839 shares; 2025Q4: 319,399 shares 319,399 $45.8M 0.9% +196,560 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: 11,162 shares; 2024Q4: 9,411 shares; 2025Q1: 11,628 shares; 2025Q2: 31,394 shares; 2025Q3: 152,093 shares; 2025Q4: 389,051 shares 389,051 $39.1M 0.77% +236,958 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,187 shares; 2024Q4: 334,026 shares; 2025Q1: 376,256 shares; 2025Q2: 399,185 shares; 2025Q3: 418,656 shares; 2025Q4: 386,240 shares 386,240 $38.6M 0.76% -32,416 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,486 shares; 2024Q4: 1,044,697 shares; 2025Q1: 934,575 shares; 2025Q2: 1,141,633 shares; 2025Q3: 1,289,930 shares; 2025Q4: 1,422,321 shares 1,422,321 $37.7M 0.74% +132,391 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: restricted; 2024Q3: 611,300 shares; 2024Q4: 679,868 shares; 2025Q1: 692,843 shares; 2025Q2: 703,585 shares; 2025Q3: 733,543 shares; 2025Q4: 765,477 shares 765,477 $36.8M 0.72% +31,934 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,433 shares; 2024Q4: 561,225 shares; 2025Q1: 547,124 shares; 2025Q2: 624,076 shares; 2025Q3: 608,053 shares; 2025Q4: 577,144 shares 577,144 $36.1M 0.71% -30,909 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,377 shares; 2024Q4: 521,261 shares; 2025Q1: 538,660 shares; 2025Q2: 536,889 shares; 2025Q3: 550,402 shares; 2025Q4: 568,262 shares 568,262 $34.2M 0.67% +17,860 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,471 shares; 2024Q4: 131,991 shares; 2025Q1: 124,518 shares; 2025Q2: 240,820 shares; 2025Q3: 315,585 shares; 2025Q4: 333,389 shares 333,389 $34M 0.67% +17,804 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,399 shares; 2024Q4: 321,864 shares; 2025Q1: 340,228 shares; 2025Q2: 395,017 shares; 2025Q3: 393,932 shares; 2025Q4: 403,688 shares 403,688 $31.3M 0.61% +9,756 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,968 shares; 2024Q4: 562,212 shares; 2025Q1: 589,603 shares; 2025Q2: 657,896 shares; 2025Q3: 654,631 shares; 2025Q4: 617,481 shares 617,481 $29.6M 0.58% -37,150 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860,568 shares; 2024Q4: 908,484 shares; 2025Q1: 880,007 shares; 2025Q2: 947,838 shares; 2025Q3: 969,294 shares; 2025Q4: 612,086 shares 612,086 $27.2M 0.53% -357,208 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,855 shares; 2024Q4: 807,921 shares; 2025Q1: 980,020 shares; 2025Q2: 1,062,464 shares; 2025Q3: 1,115,830 shares; 2025Q4: 1,145,131 shares 1,145,131 $26.8M 0.53% +29,301 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: 91,363 shares; 2024Q4: 88,253 shares; 2025Q1: 90,435 shares; 2025Q2: 99,702 shares; 2025Q3: 103,197 shares; 2025Q4: 115,628 shares 115,628 $26.7M 0.52% +12,431 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,476 shares; 2024Q4: 119,709 shares; 2025Q1: 734,806 shares; 2025Q2: 728,414 shares; 2025Q3: 739,834 shares; 2025Q4: 757,905 shares 757,905 $26.1M 0.51% +18,071 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,829 shares; 2024Q4: 293,749 shares; 2025Q1: 416,343 shares; 2025Q2: 631,414 shares; 2025Q3: 586,785 shares; 2025Q4: 539,613 shares 539,613 $24.7M 0.48% -47,172 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,074 shares; 2024Q4: 208,167 shares; 2025Q1: 430,713 shares; 2025Q2: 482,877 shares; 2025Q3: 514,016 shares; 2025Q4: 532,785 shares 532,785 $24.7M 0.48% +18,769 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: 83,535 shares; 2024Q4: 80,611 shares; 2025Q1: 84,538 shares; 2025Q2: 109,846 shares; 2025Q3: 112,262 shares; 2025Q4: 111,977 shares 111,977 $24.6M 0.48% -285 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,096 shares; 2024Q4: 363,276 shares; 2025Q1: 300,305 shares; 2025Q2: 345,128 shares; 2025Q3: 340,199 shares; 2025Q4: 332,769 shares 332,769 $24.5M 0.48% -7,430 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,710 shares; 2024Q4: 1,409,906 shares; 2025Q1: 1,468,080 shares; 2025Q2: 1,479,211 shares; 2025Q3: 1,563,992 shares; 2025Q4: 850,937 shares 850,937 $23.3M 0.46% -713,055 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,175 shares; 2024Q4: 134,920 shares; 2025Q1: 136,235 shares; 2025Q2: 121,912 shares; 2025Q3: 122,997 shares; 2025Q4: 121,482 shares 121,482 $23.2M 0.46% -1,515 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,795 shares; 2024Q4: 259,554 shares; 2025Q1: 200,811 shares; 2025Q2: 240,184 shares; 2025Q3: 248,145 shares; 2025Q4: 189,815 shares 189,815 $22.8M 0.45% -58,330 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: 54,217 shares; 2024Q4: 52,520 shares; 2025Q1: 52,405 shares; 2025Q2: 55,485 shares; 2025Q3: 55,992 shares; 2025Q4: 70,018 shares 70,018 $22.6M 0.44% +14,026 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,194 shares; 2024Q4: 182,934 shares; 2025Q1: 190,484 shares; 2025Q2: 205,235 shares; 2025Q3: 211,306 shares; 2025Q4: 213,781 shares 213,781 $22.1M 0.43% +2,475 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668,356 shares; 2024Q4: 695,733 shares; 2025Q1: 922,002 shares; 2025Q2: 970,098 shares; 2025Q3: 1,077,907 shares; 2025Q4: 1,043,541 shares 1,043,541 $21.9M 0.43% -34,366 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,902 shares; 2024Q4: 107,818 shares; 2025Q1: 36,101 shares; 2025Q2: 80,605 shares; 2025Q3: 78,616 shares; 2025Q4: 78,664 shares 78,664 $21.8M 0.43% +48 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,427 shares; 2025Q2: 98,301 shares; 2025Q3: 730,390 shares; 2025Q4: 800,980 shares 800,980 $21.4M 0.42% +70,590 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,124 shares; 2024Q4: 193,865 shares; 2025Q1: 197,112 shares; 2025Q2: 396,388 shares; 2025Q3: 319,863 shares; 2025Q4: 322,208 shares 322,208 $21.3M 0.42% +2,345 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,848 shares; 2024Q4: 109,656 shares; 2025Q1: 108,341 shares; 2025Q2: 149,110 shares; 2025Q3: 153,458 shares; 2025Q4: 147,312 shares 147,312 $20.8M 0.41% -6,146 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,399 shares; 2024Q4: 557,240 shares; 2025Q1: 608,311 shares; 2025Q2: 627,875 shares; 2025Q3: 653,914 shares; 2025Q4: 671,370 shares 671,370 $19.7M 0.39% +17,456 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,526 shares; 2024Q4: 83,939 shares; 2025Q1: 63,892 shares; 2025Q2: 180,047 shares; 2025Q3: 250,410 shares; 2025Q4: 259,949 shares 259,949 $19.5M 0.38% +9,539 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: 55,563 shares; 2024Q4: 54,758 shares; 2025Q1: 56,875 shares; 2025Q2: 61,121 shares; 2025Q3: 62,589 shares; 2025Q4: 61,604 shares 61,604 $19.3M 0.38% -985 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,681 shares; 2024Q4: 33,237 shares; 2025Q1: 36,412 shares; 2025Q2: 42,173 shares; 2025Q3: 69,674 shares; 2025Q4: 73,040 shares 73,040 $18.5M 0.36% +3,366 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,779 shares; 2024Q4: 219,009 shares; 2025Q1: 244,193 shares; 2025Q2: 387,422 shares; 2025Q3: 496,717 shares; 2025Q4: 617,695 shares 617,695 $18.3M 0.36% +120,978 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,998 shares; 2024Q4: 49,738 shares; 2025Q1: 52,502 shares; 2025Q2: 164,990 shares; 2025Q3: 184,505 shares; 2025Q4: 197,940 shares 197,940 $17.8M 0.35% +13,435 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: 43,290 shares; 2024Q4: 43,460 shares; 2025Q1: 45,398 shares; 2025Q2: 48,134 shares; 2025Q3: 48,556 shares; 2025Q4: 51,028 shares 51,028 $17.7M 0.35% +2,472 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,071 shares; 2024Q4: 167,263 shares; 2025Q1: 162,929 shares; 2025Q2: 243,773 shares; 2025Q3: 247,147 shares; 2025Q4: 253,082 shares 253,082 $17.6M 0.35% +5,935 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: 26,831 shares; 2024Q4: 28,083 shares; 2025Q1: 27,652 shares; 2025Q2: 35,128 shares; 2025Q3: 35,664 shares; 2025Q4: 35,487 shares 35,487 $17.3M 0.34% -177 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,079 shares; 2024Q4: 432,418 shares; 2025Q1: 470,620 shares; 2025Q2: 467,315 shares; 2025Q3: 491,952 shares; 2025Q4: 499,408 shares 499,408 $16.7M 0.33% +7,456 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,354 shares; 2024Q4: 123,431 shares; 2025Q1: 541,704 shares; 2025Q2: 488,158 shares; 2025Q3: 505,526 shares; 2025Q4: 506,481 shares 506,481 $16.7M 0.33% +955 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,109 shares; 2024Q4: 466,290 shares; 2025Q1: 499,144 shares; 2025Q2: 444,514 shares; 2025Q3: 298,782 shares; 2025Q4: 331,094 shares 331,094 $16.7M 0.33% +32,312 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,812 shares; 2024Q4: 26,654 shares; 2025Q1: 39,510 shares; 2025Q2: 46,149 shares; 2025Q3: 45,042 shares; 2025Q4: 44,467 shares 44,467 $16.6M 0.33% -575 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: 16,043 shares; 2024Q4: 13,054 shares; 2025Q1: 16,154 shares; 2025Q2: 20,780 shares; 2025Q3: 21,308 shares; 2025Q4: 36,880 shares 36,880 $16.6M 0.33% +15,572 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: 25,708 shares; 2024Q4: 25,170 shares; 2025Q1: 25,136 shares; 2025Q2: 25,686 shares; 2025Q3: 25,766 shares; 2025Q4: 32,528 shares 32,528 $16.4M 0.32% +6,762 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,528 shares; 2024Q4: 234,438 shares; 2025Q1: 243,748 shares; 2025Q2: 282,659 shares; 2025Q3: 275,675 shares; 2025Q4: 283,836 shares 283,836 $16.2M 0.32% +8,161 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,600 shares; 2024Q4: 208,172 shares; 2025Q1: 206,764 shares; 2025Q2: 219,985 shares; 2025Q3: 223,942 shares; 2025Q4: 221,999 shares 221,999 $16.1M 0.32% -1,943 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,368 shares; 2024Q4: 576,617 shares; 2025Q1: 601,883 shares; 2025Q2: 677,934 shares; 2025Q3: 492,489 shares; 2025Q4: 491,800 shares 491,800 $16M 0.32% -689 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: 43,291 shares; 2024Q4: 43,238 shares; 2025Q1: 43,902 shares; 2025Q2: 46,005 shares; 2025Q3: 46,312 shares; 2025Q4: 69,377 shares 69,377 $15.9M 0.31% +23,065 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,977 shares; 2024Q4: 119,447 shares; 2025Q1: 230,682 shares; 2025Q2: 240,816 shares; 2025Q3: 251,357 shares; 2025Q4: 318,137 shares 318,137 $15.8M 0.31% +66,780 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,565 shares; 2024Q4: 40,907 shares; 2025Q1: 46,072 shares; 2025Q2: 54,673 shares; 2025Q3: 55,509 shares; 2025Q4: 54,126 shares 54,126 $15.7M 0.31% -1,383 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,137 shares; 2024Q4: 80,785 shares; 2025Q1: 91,061 shares; 2025Q2: 96,204 shares; 2025Q3: 84,245 shares; 2025Q4: 81,913 shares 81,913 $15.7M 0.31% -2,332 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: 76,665 shares; 2024Q4: 72,350 shares; 2025Q1: 71,056 shares; 2025Q2: 71,452 shares; 2025Q3: 72,290 shares; 2025Q4: 75,180 shares 75,180 $15.6M 0.31% +2,890 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 7,722 shares; 2025Q1: 7,995 shares; 2025Q2: 8,424 shares; 2025Q3: 8,727 shares; 2025Q4: 160,582 shares 160,582 $15.3M 0.3% +151,855 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: 37,479 shares; 2024Q4: 36,528 shares; 2025Q1: 36,607 shares; 2025Q2: 38,028 shares; 2025Q3: 38,143 shares; 2025Q4: 44,423 shares 44,423 $15.3M 0.3% +6,280 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,591 shares; 2024Q4: 106,537 shares; 2025Q1: 114,760 shares; 2025Q2: 206,328 shares; 2025Q3: 257,091 shares; 2025Q4: 268,447 shares 268,447 $15M 0.29% +11,356 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,745 shares; 2024Q4: 336,719 shares; 2025Q1: 381,558 shares; 2025Q2: 437,070 shares; 2025Q3: 516,607 shares; 2025Q4: 660,083 shares 660,083 $14.9M 0.29% +143,476 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,925 shares; 2024Q4: 58,800 shares; 2025Q1: 57,106 shares; 2025Q2: 53,873 shares; 2025Q3: 158,628 shares; 2025Q4: 172,716 shares 172,716 $14.7M 0.29% +14,088 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: 102,126 shares; 2024Q4: 102,142 shares; 2025Q1: 104,597 shares; 2025Q2: 108,418 shares; 2025Q3: 117,736 shares; 2025Q4: 121,510 shares 121,510 $14.6M 0.29% +3,774 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,153 shares; 2024Q4: 229,018 shares; 2025Q1: 269,986 shares; 2025Q2: 262,746 shares; 2025Q3: 267,781 shares; 2025Q4: 286,931 shares 286,931 $14.5M 0.29% +19,150 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,914 shares; 2024Q4: 36,300 shares; 2025Q1: 36,563 shares; 2025Q2: 37,601 shares; 2025Q3: 38,072 shares; 2025Q4: 41,350 shares 41,350 $14.5M 0.28% +3,278 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,845 shares; 2024Q4: 31,903 shares; 2025Q1: 35,883 shares; 2025Q2: 42,243 shares; 2025Q3: 40,166 shares; 2025Q4: 45,014 shares 45,014 $14.1M 0.28% +4,848 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,336 shares; 2024Q4: 105,254 shares; 2025Q1: 135,864 shares; 2025Q2: 186,440 shares; 2025Q3: 217,559 shares; 2025Q4: 278,063 shares 278,063 $14M 0.27% +60,504 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,553 shares; 2024Q4: 279,579 shares; 2025Q1: 283,209 shares; 2025Q2: 281,979 shares; 2025Q3: 288,730 shares; 2025Q4: 296,301 shares 296,301 $13.1M 0.26% +7,571 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,324 shares; 2024Q4: 100,932 shares; 2025Q1: 100,288 shares; 2025Q2: 102,676 shares; 2025Q3: 116,826 shares; 2025Q4: 120,989 shares 120,989 $12.9M 0.25% +4,163 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,742 shares; 2025Q3: 480,464 shares; 2025Q4: 512,330 shares 512,330 $12.9M 0.25% +31,866 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,784 shares; 2024Q4: 57,838 shares; 2025Q1: 57,139 shares; 2025Q2: 60,750 shares; 2025Q3: 61,559 shares; 2025Q4: 61,339 shares 61,339 $12.2M 0.24% -220 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,521 shares; 2024Q4: 97,705 shares; 2025Q1: 115,489 shares; 2025Q2: 260,258 shares; 2025Q3: 373,897 shares; 2025Q4: 389,942 shares 389,942 $12.1M 0.24% +16,045 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,035 shares; 2024Q4: 75,202 shares; 2025Q1: 84,736 shares; 2025Q2: 108,507 shares; 2025Q3: 125,818 shares; 2025Q4: 187,704 shares 187,704 $12.1M 0.24% +61,886 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,842 shares; 2024Q4: 193,114 shares; 2025Q1: 261,026 shares; 2025Q2: 270,260 shares; 2025Q3: 308,326 shares; 2025Q4: 313,127 shares 313,127 $12M 0.24% +4,801 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: 14,507 shares; 2024Q4: 18,701 shares; 2025Q1: 20,330 shares; 2025Q2: 24,983 shares; 2025Q3: 26,783 shares; 2025Q4: 29,832 shares 29,832 $11.8M 0.23% +3,049 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: 13,639 shares; 2024Q4: 14,169 shares; 2025Q1: 13,897 shares; 2025Q2: 14,898 shares; 2025Q3: 15,500 shares; 2025Q4: 17,796 shares 17,796 $11.7M 0.23% +2,296 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,217 shares; 2024Q4: 87,481 shares; 2025Q1: 87,847 shares; 2025Q2: 104,694 shares; 2025Q3: 118,316 shares; 2025Q4: 122,318 shares 122,318 $11.7M 0.23% +4,002 Timeline SPGP 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: 173,931 shares; 2024Q4: 164,749 shares; 2025Q1: 168,179 shares; 2025Q2: 182,430 shares; 2025Q3: 187,916 shares; 2025Q4: 102,704 shares 102,704 $11.7M 0.23% -85,212 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,497 shares; 2024Q4: 221,873 shares; 2025Q1: 192,474 shares; 2025Q2: 195,667 shares; 2025Q3: 211,087 shares; 2025Q4: 220,086 shares 220,086 $11.7M 0.23% +8,999 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: 10,252 shares; 2024Q4: 9,744 shares; 2025Q1: 10,573 shares; 2025Q2: 10,390 shares; 2025Q3: 10,516 shares; 2025Q4: 10,838 shares 10,838 $11.6M 0.23% +322 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337,108 shares; 2025Q3: 375,840 shares; 2025Q4: 403,302 shares 403,302 $11.5M 0.23% +27,462 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,157 shares; 2024Q4: 182,760 shares; 2025Q1: 167,825 shares; 2025Q2: 165,396 shares; 2025Q3: 167,211 shares; 2025Q4: 126,626 shares 126,626 $11.2M 0.22% -40,585 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,916 shares; 2024Q4: 83,813 shares; 2025Q1: 92,593 shares; 2025Q2: 112,576 shares; 2025Q3: 108,723 shares; 2025Q4: 105,538 shares 105,538 $11.2M 0.22% -3,185 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,974 shares; 2024Q4: 78,432 shares; 2025Q1: 76,847 shares; 2025Q2: 59,725 shares; 2025Q3: 84,644 shares; 2025Q4: 121,268 shares 121,268 $10.8M 0.21% +36,624 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,794 shares; 2024Q4: 214,727 shares; 2025Q1: 229,044 shares; 2025Q2: 257,796 shares; 2025Q3: 174,288 shares; 2025Q4: 188,570 shares 188,570 $10.7M 0.21% +14,282 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,788 shares; 2024Q4: 98,056 shares; 2025Q1: 111,791 shares; 2025Q2: 114,299 shares; 2025Q3: 117,266 shares; 2025Q4: 119,239 shares 119,239 $10.7M 0.21% +1,973 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,445 shares; 2024Q4: 354,102 shares; 2025Q1: 349,481 shares; 2025Q2: 424,364 shares; 2025Q3: 418,315 shares; 2025Q4: 395,945 shares 395,945 $10.7M 0.21% -22,370 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,868 shares; 2024Q4: 58,133 shares; 2025Q1: 60,978 shares; 2025Q2: 52,563 shares; 2025Q3: 67,958 shares; 2025Q4: 91,371 shares 91,371 $10.5M 0.21% +23,413 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,343 shares; 2024Q4: 73,104 shares; 2025Q1: 64,261 shares; 2025Q2: 49,097 shares; 2025Q3: 58,023 shares; 2025Q4: 95,649 shares 95,649 $10.2M 0.2% +37,626 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 4,927 shares; 2025Q1: 4,319 shares; 2025Q2: 27,436 shares; 2025Q3: 27,201 shares; 2025Q4: 28,133 shares 28,133 $10.1M 0.2% +932 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,855 shares; 2024Q4: 253,390 shares; 2025Q1: 230,704 shares; 2025Q2: 211,369 shares; 2025Q3: 216,618 shares; 2025Q4: 202,746 shares 202,746 $9.98M 0.2% -13,872 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,025 shares; 2024Q4: 131,734 shares; 2025Q1: 131,058 shares; 2025Q2: 131,475 shares; 2025Q3: 130,541 shares; 2025Q4: 138,772 shares 138,772 $9.91M 0.19% +8,231 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,051 shares; 2024Q4: 23,670 shares; 2025Q1: 24,855 shares; 2025Q2: 51,488 shares; 2025Q3: 50,017 shares; 2025Q4: 46,955 shares 46,955 $9.88M 0.19% -3,062 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,230 shares; 2024Q4: 15,413 shares; 2025Q1: 16,699 shares; 2025Q2: 21,336 shares; 2025Q3: 21,627 shares; 2025Q4: 20,728 shares 20,728 $9.81M 0.19% -899 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,182 shares; 2024Q4: 117,564 shares; 2025Q1: 129,430 shares; 2025Q2: 206,427 shares; 2025Q3: 209,140 shares; 2025Q4: 205,129 shares 205,129 $9.8M 0.19% -4,011 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: 168,686 shares; 2024Q4: 169,717 shares; 2025Q1: 75,608 shares; 2025Q2: 159,001 shares; 2025Q3: 170,395 shares; 2025Q4: 172,251 shares 172,251 $9.75M 0.19% +1,856 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: 71,827 shares; 2024Q4: 87,407 shares; 2025Q1: 112,263 shares; 2025Q2: 119,823 shares; 2025Q3: 134,722 shares; 2025Q4: 140,197 shares 140,197 $9.74M 0.19% +5,475 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,926 shares; 2024Q4: 95,096 shares; 2025Q1: 91,658 shares; 2025Q2: 97,806 shares; 2025Q3: 100,010 shares; 2025Q4: 101,845 shares 101,845 $9.59M 0.19% +1,835 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,708 shares; 2024Q4: 27,158 shares; 2025Q1: 28,685 shares; 2025Q2: 37,235 shares; 2025Q3: 39,086 shares; 2025Q4: 66,495 shares 66,495 $9.57M 0.19% +27,409 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,297 shares; 2024Q4: 131,195 shares; 2025Q1: 131,622 shares; 2025Q2: 137,468 shares; 2025Q3: 138,492 shares; 2025Q4: 137,889 shares 137,889 $9.56M 0.19% -603 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,761 shares; 2024Q4: 194,795 shares; 2025Q1: 213,313 shares; 2025Q2: 217,451 shares; 2025Q3: 214,834 shares; 2025Q4: 214,627 shares 214,627 $9.22M 0.18% -207 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,028 shares; 2024Q4: 20,921 shares; 2025Q1: 28,379 shares; 2025Q2: 37,474 shares; 2025Q3: 36,516 shares; 2025Q4: 35,608 shares 35,608 $9.19M 0.18% -908 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: 14,616 shares; 2024Q4: 14,830 shares; 2025Q1: 14,585 shares; 2025Q2: 15,298 shares; 2025Q3: 15,273 shares; 2025Q4: 16,007 shares 16,007 $9.17M 0.18% +734 Timeline RZV 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: 53,676 shares; 2024Q4: 55,450 shares; 2025Q1: 55,397 shares; 2025Q2: 62,175 shares; 2025Q3: 72,883 shares; 2025Q4: 73,979 shares 73,979 $8.8M 0.17% +1,096 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: 73,482 shares; 2024Q4: 71,979 shares; 2025Q1: 71,242 shares; 2025Q2: 72,185 shares; 2025Q3: 72,625 shares; 2025Q4: 76,090 shares 76,090 $8.48M 0.17% +3,465 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,659 shares; 2024Q4: 177,767 shares; 2025Q1: 172,701 shares; 2025Q2: 164,236 shares; 2025Q3: 155,134 shares; 2025Q4: 135,725 shares 135,725 $8.36M 0.16% -19,409 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,415 shares; 2024Q4: 270,654 shares; 2025Q1: 278,530 shares; 2025Q2: 280,504 shares; 2025Q3: 303,015 shares; 2025Q4: 352,808 shares 352,808 $8.34M 0.16% +49,793 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: 35,054 shares; 2024Q4: 35,072 shares; 2025Q1: 38,341 shares; 2025Q2: 40,375 shares; 2025Q3: 40,616 shares; 2025Q4: 42,556 shares 42,556 $8.29M 0.16% +1,940 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: restricted; 2024Q3: 149,206 shares; 2024Q4: 176,402 shares; 2025Q1: 159,663 shares; 2025Q2: 145,814 shares; 2025Q3: 150,728 shares; 2025Q4: 157,241 shares 157,241 $8.27M 0.16% +6,513 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,871 shares; 2024Q4: 35,806 shares; 2025Q1: 35,563 shares; 2025Q2: 52,156 shares; 2025Q3: 66,606 shares; 2025Q4: 94,066 shares 94,066 $7.96M 0.16% +27,460 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,716 shares; 2024Q4: 88,701 shares; 2025Q1: 104,301 shares; 2025Q2: 120,495 shares; 2025Q3: 124,196 shares; 2025Q4: 129,901 shares 129,901 $7.55M 0.15% +5,705 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: 7,363 shares; 2024Q4: 7,315 shares; 2025Q1: 7,171 shares; 2025Q2: 8,112 shares; 2025Q3: 8,296 shares; 2025Q4: 8,713 shares 8,713 $7.51M 0.15% +417 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: restricted; 2024Q3: 125,493 shares; 2024Q4: 137,736 shares; 2025Q1: 186,499 shares; 2025Q2: 191,962 shares; 2025Q3: 199,634 shares; 2025Q4: 195,534 shares 195,534 $7.5M 0.15% -4,100 Timeline GRID 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: 2,604 shares; 2025Q1: 28,785 shares; 2025Q2: 42,183 shares; 2025Q3: 44,923 shares; 2025Q4: 48,062 shares 48,062 $7.35M 0.14% +3,139 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,082 shares; 2025Q1: 8,339 shares; 2025Q2: 8,779 shares; 2025Q3: 8,364 shares; 2025Q4: 30,481 shares 30,481 $7.35M 0.14% +22,117 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,041 shares; 2024Q4: 42,831 shares; 2025Q1: 42,599 shares; 2025Q2: 43,810 shares; 2025Q3: 43,561 shares; 2025Q4: 47,312 shares 47,312 $7.34M 0.14% +3,751 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,089 shares; 2024Q4: 338,334 shares; 2025Q1: 362,845 shares; 2025Q2: 399,155 shares; 2025Q3: 415,808 shares; 2025Q4: 412,001 shares 412,001 $7.3M 0.14% -3,807 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: 12,897 shares; 2024Q4: 13,313 shares; 2025Q1: 12,822 shares; 2025Q2: 12,484 shares; 2025Q3: 12,485 shares; 2025Q4: 22,181 shares 22,181 $7.26M 0.14% +9,696 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: not reported; 2025Q1: 54,652 shares; 2025Q2: 54,775 shares; 2025Q3: 52,881 shares; 2025Q4: 42,191 shares 42,191 $7.22M 0.14% -10,690 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,545 shares; 2025Q4: 267,912 shares 267,912 $7.16M 0.14% +16,367 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,871 shares; 2025Q1: 7,946 shares; 2025Q2: 9,612 shares; 2025Q3: 9,781 shares; 2025Q4: 9,372 shares 9,372 $7.06M 0.14% -409 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: restricted; 2024Q3: not reported; 2024Q4: 3,545 shares; 2025Q1: 78,423 shares; 2025Q2: 77,465 shares; 2025Q3: 82,535 shares; 2025Q4: 83,509 shares 83,509 $7.04M 0.14% +974 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,756 shares; 2025Q2: 71,438 shares; 2025Q3: 96,208 shares; 2025Q4: 108,645 shares 108,645 $6.93M 0.14% +12,437 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,304 shares; 2025Q3: 54,942 shares; 2025Q4: 57,095 shares 57,095 $6.81M 0.13% +2,153 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: 18,547 shares; 2024Q4: 18,608 shares; 2025Q1: 19,030 shares; 2025Q2: 21,072 shares; 2025Q3: 22,083 shares; 2025Q4: 22,413 shares 22,413 $6.64M 0.13% +330 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276,896 shares; 2025Q3: 154,017 shares; 2025Q4: 151,501 shares 151,501 $6.62M 0.13% -2,516 Timeline XMHQ 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: 55,209 shares; 2024Q4: 67,463 shares; 2025Q1: 55,038 shares; 2025Q2: 66,528 shares; 2025Q3: 68,046 shares; 2025Q4: 63,074 shares 63,074 $6.46M 0.13% -4,972 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,962 shares; 2024Q4: 58,003 shares; 2025Q1: 61,636 shares; 2025Q2: 60,606 shares; 2025Q3: 60,856 shares; 2025Q4: 64,949 shares 64,949 $6.44M 0.13% +4,093 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,994 shares; 2024Q4: 59,216 shares; 2025Q1: 69,402 shares; 2025Q2: 73,861 shares; 2025Q3: 70,675 shares; 2025Q4: 71,516 shares 71,516 $6.44M 0.13% +841 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,167 shares; 2024Q4: 233,757 shares; 2025Q1: 234,512 shares; 2025Q2: 264,366 shares; 2025Q3: 271,610 shares; 2025Q4: 158,440 shares 158,440 $6.37M 0.13% -113,170 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,063 shares; 2024Q4: 56,215 shares; 2025Q1: 59,774 shares; 2025Q2: 66,886 shares; 2025Q3: 78,301 shares; 2025Q4: 91,525 shares 91,525 $6.35M 0.12% +13,224 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,690 shares 124,690 $6.26M 0.12% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,369 shares 83,369 $6.24M 0.12% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 8,390 shares; 2025Q1: 8,390 shares; 2025Q2: 203,814 shares; 2025Q3: 225,190 shares; 2025Q4: 255,599 shares 255,599 $6.22M 0.12% +30,409 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: 72,578 shares; 2024Q4: 74,729 shares; 2025Q1: 79,471 shares; 2025Q2: 86,552 shares; 2025Q3: 88,043 shares; 2025Q4: 79,268 shares 79,268 $6.11M 0.12% -8,775 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,234 shares; 2024Q4: 41,942 shares; 2025Q1: 48,223 shares; 2025Q2: 51,194 shares; 2025Q3: 48,615 shares; 2025Q4: 47,358 shares 47,358 $6.1M 0.12% -1,257 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,710 shares 85,710 $6.03M 0.12% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,513 shares; 2025Q3: 105,101 shares; 2025Q4: 118,321 shares 118,321 $6.02M 0.12% +13,220 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,920 shares; 2024Q4: 27,521 shares; 2025Q1: 29,607 shares; 2025Q2: 27,816 shares; 2025Q3: 40,927 shares; 2025Q4: 35,511 shares 35,511 $5.96M 0.12% -5,416 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: 10,380 shares; 2024Q4: 10,519 shares; 2025Q1: 10,833 shares; 2025Q2: 10,891 shares; 2025Q3: 11,470 shares; 2025Q4: 12,266 shares 12,266 $5.93M 0.12% +796 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,741 shares; 2024Q4: 32,001 shares; 2025Q1: 31,952 shares; 2025Q2: 25,992 shares; 2025Q3: 23,772 shares; 2025Q4: 51,998 shares 51,998 $5.92M 0.12% +28,226 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,944 shares; 2024Q4: 195,426 shares; 2025Q1: 200,336 shares; 2025Q2: 216,377 shares; 2025Q3: 234,546 shares; 2025Q4: 214,781 shares 214,781 $5.88M 0.12% -19,765 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219,674 shares; 2025Q2: 222,978 shares; 2025Q3: 238,963 shares; 2025Q4: 281,429 shares 281,429 $5.87M 0.12% +42,466 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,138 shares; 2024Q4: 56,865 shares; 2025Q1: 63,158 shares; 2025Q2: 116,154 shares; 2025Q3: 84,433 shares; 2025Q4: 112,931 shares 112,931 $5.75M 0.11% +28,498 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,248 shares; 2025Q2: 55,952 shares; 2025Q3: 93,259 shares; 2025Q4: 110,468 shares 110,468 $5.75M 0.11% +17,209 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,663 shares 100,663 $5.73M 0.11% new 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: restricted; 2024Q3: 129,548 shares; 2024Q4: 132,993 shares; 2025Q1: 134,665 shares; 2025Q2: 151,578 shares; 2025Q3: 154,787 shares; 2025Q4: 154,383 shares 154,383 $5.69M 0.11% -404 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,589 shares; 2024Q4: 25,519 shares; 2025Q1: 24,191 shares; 2025Q2: 30,961 shares; 2025Q3: 31,188 shares; 2025Q4: 31,773 shares 31,773 $5.65M 0.11% +585 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: restricted; 2024Q3: 5,508 shares; 2024Q4: 5,552 shares; 2025Q1: 5,756 shares; 2025Q2: 6,325 shares; 2025Q3: 6,386 shares; 2025Q4: 36,537 shares 36,537 $5.6M 0.11% +30,151 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,918 shares 95,918 $5.56M 0.11% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,455 shares; 2024Q4: 44,168 shares; 2025Q1: 99,814 shares; 2025Q2: 107,930 shares; 2025Q3: 108,749 shares; 2025Q4: 130,354 shares 130,354 $5.55M 0.11% +21,605 Timeline IGLB 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: 94,166 shares; 2024Q4: 100,010 shares; 2025Q1: 99,700 shares; 2025Q2: 101,693 shares; 2025Q3: 106,875 shares; 2025Q4: 109,467 shares 109,467 $5.52M 0.11% +2,592 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 10,506 shares; 2025Q1: 17,172 shares; 2025Q2: 42,086 shares; 2025Q3: 57,268 shares; 2025Q4: 55,888 shares 55,888 $5.49M 0.11% -1,380 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,342 shares; 2024Q4: 262,079 shares; 2025Q1: 267,788 shares; 2025Q2: 159,290 shares; 2025Q3: 153,758 shares; 2025Q4: 138,424 shares 138,424 $5.41M 0.11% -15,334 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: 152,702 shares; 2024Q4: 134,220 shares; 2025Q1: 117,091 shares; 2025Q2: 115,023 shares; 2025Q3: 116,335 shares; 2025Q4: 116,893 shares 116,893 $5.39M 0.11% +558 Timeline BRK-A 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: 9 shares; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 7 shares 7 $5.28M 0.1% -1 Timeline FIW 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: 28,776 shares; 2024Q4: 29,361 shares; 2025Q1: 42,419 shares; 2025Q2: 47,072 shares; 2025Q3: 48,138 shares; 2025Q4: 48,265 shares 48,265 $5.24M 0.1% +127 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,602 shares; 2024Q4: 132,017 shares; 2025Q1: 138,712 shares; 2025Q2: 160,066 shares; 2025Q3: 174,271 shares; 2025Q4: 176,048 shares 176,048 $5.21M 0.1% +1,777 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,106 shares; 2024Q4: 53,852 shares; 2025Q1: 52,901 shares; 2025Q2: 59,056 shares; 2025Q3: 59,117 shares; 2025Q4: 59,326 shares 59,326 $5.17M 0.1% +209 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: 33,602 shares; 2024Q4: 33,414 shares; 2025Q1: 34,551 shares; 2025Q2: 35,723 shares; 2025Q3: 35,866 shares; 2025Q4: 35,757 shares 35,757 $5.12M 0.1% -109 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,909 shares; 2024Q4: 20,937 shares; 2025Q1: 21,180 shares; 2025Q2: 21,314 shares; 2025Q3: 21,622 shares; 2025Q4: 23,257 shares 23,257 $5.11M 0.1% +1,635 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201,796 shares 201,796 $5.11M 0.1% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,373 shares; 2024Q4: 90,057 shares; 2025Q1: 95,921 shares; 2025Q2: 108,011 shares; 2025Q3: 106,108 shares; 2025Q4: 105,920 shares 105,920 $5.1M 0.1% -188 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,738 shares; 2024Q4: 70,507 shares; 2025Q1: 69,159 shares; 2025Q2: 90,049 shares; 2025Q3: 68,794 shares; 2025Q4: 55,420 shares 55,420 $5.06M 0.1% -13,374 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,904 shares; 2024Q4: 188,365 shares; 2025Q1: 180,611 shares; 2025Q2: 179,560 shares; 2025Q3: 179,023 shares; 2025Q4: 192,190 shares 192,190 $5.04M 0.1% +13,167 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,886 shares; 2025Q3: 108,814 shares; 2025Q4: 113,214 shares 113,214 $5.04M 0.1% +4,400 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: 24,693 shares; 2024Q4: 26,659 shares; 2025Q1: 28,303 shares; 2025Q2: 34,293 shares; 2025Q3: 35,031 shares; 2025Q4: 32,939 shares 32,939 $5.02M 0.1% -2,092 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 6,607 shares; 2025Q1: 6,819 shares; 2025Q2: 6,872 shares; 2025Q3: 6,986 shares; 2025Q4: 8,772 shares 8,772 $5.01M 0.1% +1,786 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: 14,548 shares; 2024Q4: 17,765 shares; 2025Q1: 20,281 shares; 2025Q2: 20,174 shares; 2025Q3: 20,169 shares; 2025Q4: 17,427 shares 17,427 $4.97M 0.1% -2,742 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,363 shares; 2025Q4: 69,286 shares 69,286 $4.97M 0.1% +1,923 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,642 shares; 2025Q3: 59,970 shares; 2025Q4: 58,286 shares 58,286 $4.96M 0.1% -1,684 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,009 shares; 2024Q4: 19,722 shares; 2025Q1: 19,526 shares; 2025Q2: 25,673 shares; 2025Q3: 25,877 shares; 2025Q4: 27,786 shares 27,786 $4.93M 0.1% +1,909 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,491 shares; 2024Q4: 40,970 shares; 2025Q1: 37,935 shares; 2025Q2: 36,213 shares; 2025Q3: 34,229 shares; 2025Q4: 34,017 shares 34,017 $4.92M 0.1% -212 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,523 shares; 2025Q2: 165,258 shares; 2025Q3: 78,748 shares; 2025Q4: 65,916 shares 65,916 $4.89M 0.1% -12,832 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: 14,453 shares; 2024Q4: 14,282 shares; 2025Q1: 14,617 shares; 2025Q2: 14,860 shares; 2025Q3: 14,689 shares; 2025Q4: 15,621 shares 15,621 $4.81M 0.09% +932 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,578 shares; 2024Q4: 30,712 shares; 2025Q1: 30,604 shares; 2025Q2: 31,107 shares; 2025Q3: 30,617 shares; 2025Q4: 31,201 shares 31,201 $4.79M 0.09% +584 Timeline TBIL 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: 165,382 shares; 2024Q4: 260,305 shares; 2025Q1: 389,353 shares; 2025Q2: 324,665 shares; 2025Q3: 97,573 shares; 2025Q4: 95,676 shares 95,676 $4.77M 0.09% -1,897 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 16,463 shares; 2025Q1: 22,012 shares; 2025Q2: 22,965 shares; 2025Q3: 22,904 shares; 2025Q4: 22,954 shares 22,954 $4.76M 0.09% +50 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,915 shares; 2024Q4: 28,619 shares; 2025Q1: 28,939 shares; 2025Q2: 29,160 shares; 2025Q3: 28,873 shares; 2025Q4: 28,554 shares 28,554 $4.75M 0.09% -319 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: restricted; 2024Q3: 12,398 shares; 2024Q4: 13,362 shares; 2025Q1: 120,243 shares; 2025Q2: 178,218 shares; 2025Q3: 198,882 shares; 2025Q4: 228,531 shares 228,531 $4.62M 0.09% +29,649 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,472 shares; 2024Q4: 23,207 shares; 2025Q1: 23,240 shares; 2025Q2: 37,974 shares; 2025Q3: 37,555 shares; 2025Q4: 37,580 shares 37,580 $4.58M 0.09% +25 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,160 shares; 2024Q4: 47,084 shares; 2025Q1: 113,336 shares; 2025Q2: 128,426 shares; 2025Q3: 129,928 shares; 2025Q4: 138,689 shares 138,689 $4.56M 0.09% +8,761 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,293 shares; 2024Q4: 24,617 shares; 2025Q1: 20,901 shares; 2025Q2: 21,502 shares; 2025Q3: 18,653 shares; 2025Q4: 18,529 shares 18,529 $4.56M 0.09% -124 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,370 shares; 2024Q4: 43,232 shares; 2025Q1: 44,289 shares; 2025Q2: 88,368 shares; 2025Q3: 53,384 shares; 2025Q4: 45,304 shares 45,304 $4.5M 0.09% -8,080 Timeline TLSI TRISALUS LIFE SCIENCES INC More: the full row for TRISALUS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,740 shares; 2024Q4: 643,740 shares; 2025Q1: 643,740 shares; 2025Q2: 643,740 shares; 2025Q3: 643,740 shares; 2025Q4: 643,740 shares 643,740 $4.49M 0.09% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 15,876 shares; 2025Q1: 16,517 shares; 2025Q2: 17,351 shares; 2025Q3: 17,020 shares; 2025Q4: 82,441 shares 82,441 $4.35M 0.09% +65,421 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,487 shares; 2024Q4: 113,088 shares; 2025Q1: 116,472 shares; 2025Q2: 116,899 shares; 2025Q3: 118,038 shares; 2025Q4: 114,698 shares 114,698 $4.33M 0.09% -3,340 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,928 shares; 2025Q1: 2,148 shares; 2025Q2: 2,359 shares; 2025Q3: 2,360 shares; 2025Q4: 45,984 shares 45,984 $4.31M 0.08% +43,624 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: 13,496 shares; 2024Q4: 12,956 shares; 2025Q1: 13,474 shares; 2025Q2: 13,601 shares; 2025Q3: 14,539 shares; 2025Q4: 23,457 shares 23,457 $4.3M 0.08% +8,918 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,765 shares; 2024Q4: 31,468 shares; 2025Q1: 68,787 shares; 2025Q2: 71,000 shares; 2025Q3: 72,235 shares; 2025Q4: 70,465 shares 70,465 $4.22M 0.08% -1,770 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,266 shares; 2024Q4: 22,761 shares; 2025Q1: 28,569 shares; 2025Q2: 28,342 shares; 2025Q3: 28,365 shares; 2025Q4: 28,250 shares 28,250 $4.2M 0.08% -115 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,286 shares; 2024Q4: 117,689 shares; 2025Q1: 110,981 shares; 2025Q2: 83,560 shares; 2025Q3: 76,172 shares; 2025Q4: 83,372 shares 83,372 $4.19M 0.08% +7,200 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,856 shares; 2024Q4: 62,046 shares; 2025Q1: 70,560 shares; 2025Q2: 74,372 shares; 2025Q3: 75,678 shares; 2025Q4: 78,981 shares 78,981 $4.17M 0.08% +3,303 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,537 shares; 2024Q4: 81,849 shares; 2025Q1: 80,693 shares; 2025Q2: 84,861 shares; 2025Q3: 80,959 shares; 2025Q4: 79,131 shares 79,131 $4.08M 0.08% -1,828 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,222 shares; 2024Q4: 33,708 shares; 2025Q1: 29,910 shares; 2025Q2: 19,438 shares; 2025Q3: 19,546 shares; 2025Q4: 19,095 shares 19,095 $4.04M 0.08% -451 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: 61,859 shares; 2024Q4: 61,532 shares; 2025Q1: 61,702 shares; 2025Q2: 68,073 shares; 2025Q3: 69,747 shares; 2025Q4: 72,894 shares 72,894 $4.01M 0.08% +3,147 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: 152,720 shares; 2024Q4: 155,044 shares; 2025Q1: 127,395 shares; 2025Q2: 154,736 shares; 2025Q3: 164,956 shares; 2025Q4: 158,746 shares 158,746 $3.95M 0.08% -6,210 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,106 shares; 2025Q1: 33,682 shares; 2025Q2: 56,063 shares; 2025Q3: 61,655 shares; 2025Q4: 79,373 shares 79,373 $3.94M 0.08% +17,718 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,661 shares; 2024Q4: 95,838 shares; 2025Q1: 94,108 shares; 2025Q2: 115,525 shares; 2025Q3: 115,232 shares; 2025Q4: 114,744 shares 114,744 $3.93M 0.08% -488 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,269 shares; 2024Q4: 69,979 shares; 2025Q1: 52,183 shares; 2025Q2: 48,215 shares; 2025Q3: 45,161 shares; 2025Q4: 87,794 shares 87,794 $3.93M 0.08% +42,633 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,990 shares; 2024Q4: 35,994 shares; 2025Q1: 38,393 shares; 2025Q2: 41,129 shares; 2025Q3: 43,461 shares; 2025Q4: 46,141 shares 46,141 $3.91M 0.08% +2,680 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: restricted; 2024Q3: 32,330 shares; 2024Q4: 33,551 shares; 2025Q1: 37,491 shares; 2025Q2: 50,257 shares; 2025Q3: 55,238 shares; 2025Q4: 49,868 shares 49,868 $3.87M 0.08% -5,370 Timeline DVY 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: 26,553 shares; 2024Q4: 27,567 shares; 2025Q1: 27,478 shares; 2025Q2: 26,420 shares; 2025Q3: 27,289 shares; 2025Q4: 27,307 shares 27,307 $3.85M 0.08% +18 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,959 shares; 2025Q2: 64,780 shares; 2025Q3: 65,444 shares; 2025Q4: 75,455 shares 75,455 $3.85M 0.08% +10,011 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: 49,240 shares; 2024Q4: 34,458 shares; 2025Q1: 33,471 shares; 2025Q2: 36,582 shares; 2025Q3: 35,586 shares; 2025Q4: 36,480 shares 36,480 $3.84M 0.08% +894 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,422 shares; 2024Q4: 132,489 shares; 2025Q1: 134,638 shares; 2025Q2: 172,805 shares; 2025Q3: 179,591 shares; 2025Q4: 182,957 shares 182,957 $3.78M 0.07% +3,366 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,048 shares; 2024Q4: 99,991 shares; 2025Q1: 92,160 shares; 2025Q2: 86,739 shares; 2025Q3: 77,051 shares; 2025Q4: 74,551 shares 74,551 $3.77M 0.07% -2,500 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,637 shares; 2024Q4: 12,895 shares; 2025Q1: 11,697 shares; 2025Q2: 19,749 shares; 2025Q3: 29,255 shares; 2025Q4: 38,293 shares 38,293 $3.76M 0.07% +9,038 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,752 shares; 2024Q4: 173,001 shares; 2025Q1: 193,646 shares; 2025Q2: 214,581 shares; 2025Q3: 209,971 shares; 2025Q4: 212,920 shares 212,920 $3.76M 0.07% +2,949 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,974 shares; 2024Q4: 437,511 shares; 2025Q1: 244,343 shares; 2025Q2: 205,605 shares; 2025Q3: 215,155 shares; 2025Q4: 195,201 shares 195,201 $3.74M 0.07% -19,954 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,860 shares; 2024Q4: 21,413 shares; 2025Q1: 21,922 shares; 2025Q2: 21,744 shares; 2025Q3: 22,668 shares; 2025Q4: 23,311 shares 23,311 $3.73M 0.07% +643 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,723 shares; 2024Q4: 12,258 shares; 2025Q1: 13,282 shares; 2025Q2: 13,076 shares; 2025Q3: 12,660 shares; 2025Q4: 29,762 shares 29,762 $3.73M 0.07% +17,102 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,384 shares; 2024Q4: 10,952 shares; 2025Q1: 7,595 shares; 2025Q2: 11,290 shares; 2025Q3: 12,041 shares; 2025Q4: 12,312 shares 12,312 $3.71M 0.07% +271 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 14,161 shares; 2025Q4: 173,579 shares 173,579 $3.61M 0.07% +159,418 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: 26,815 shares; 2024Q4: 27,774 shares; 2025Q1: 28,202 shares; 2025Q2: 30,043 shares; 2025Q3: 30,726 shares; 2025Q4: 23,292 shares 23,292 $3.59M 0.07% -7,434 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 11,619 shares; 2025Q1: 9,902 shares; 2025Q2: 12,505 shares; 2025Q3: 13,386 shares; 2025Q4: 12,691 shares 12,691 $3.54M 0.07% -695 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 8,759 shares; 2025Q1: 9,375 shares; 2025Q2: 9,966 shares; 2025Q3: 10,732 shares; 2025Q4: 18,148 shares 18,148 $3.54M 0.07% +7,416 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,288 shares; 2024Q4: 33,612 shares; 2025Q1: 38,238 shares; 2025Q2: 33,975 shares; 2025Q3: 47,783 shares; 2025Q4: 46,522 shares 46,522 $3.52M 0.07% -1,261 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: 21,687 shares; 2024Q4: 21,167 shares; 2025Q1: 19,006 shares; 2025Q2: 21,378 shares; 2025Q3: 21,521 shares; 2025Q4: 20,552 shares 20,552 $3.52M 0.07% -969 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,371 shares; 2024Q4: 32,752 shares; 2025Q1: 31,676 shares; 2025Q2: 34,080 shares; 2025Q3: 34,860 shares; 2025Q4: 24,905 shares 24,905 $3.51M 0.07% -9,955 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,311 shares 139,311 $3.51M 0.07% new Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,014 shares; 2024Q4: 18,169 shares; 2025Q1: 27,891 shares; 2025Q2: 100,936 shares; 2025Q3: 98,503 shares; 2025Q4: 102,404 shares 102,404 $3.5M 0.07% +3,901 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: 19,965 shares; 2024Q4: 17,751 shares; 2025Q1: 16,419 shares; 2025Q2: 17,213 shares; 2025Q3: 17,866 shares; 2025Q4: 16,291 shares 16,291 $3.49M 0.07% -1,575 Timeline RSSB 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: 60,052 shares; 2024Q4: 64,207 shares; 2025Q1: 105,533 shares; 2025Q2: 122,876 shares; 2025Q3: 120,825 shares; 2025Q4: 122,848 shares 122,848 $3.45M 0.07% +2,023 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,105 shares; 2024Q4: 101,181 shares; 2025Q1: 101,427 shares; 2025Q2: 105,064 shares; 2025Q3: 104,415 shares; 2025Q4: 102,948 shares 102,948 $3.44M 0.07% -1,467 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 12,421 shares; 2025Q1: 12,448 shares; 2025Q2: 12,361 shares; 2025Q3: 15,670 shares; 2025Q4: 15,549 shares 15,549 $3.41M 0.07% -121 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,389 shares; 2024Q4: 8,810 shares; 2025Q1: 8,434 shares; 2025Q2: 11,036 shares; 2025Q3: 12,199 shares; 2025Q4: 12,863 shares 12,863 $3.41M 0.07% +664 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: 9,714 shares; 2024Q4: 9,185 shares; 2025Q1: 9,441 shares; 2025Q2: 9,101 shares; 2025Q3: 10,197 shares; 2025Q4: 11,130 shares 11,130 $3.4M 0.07% +933 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,214 shares; 2024Q4: 7,206 shares; 2025Q1: 7,050 shares; 2025Q2: 6,921 shares; 2025Q3: 6,801 shares; 2025Q4: 6,630 shares 6,630 $3.39M 0.07% -171 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: not reported; 2025Q1: 86,021 shares; 2025Q2: 72,436 shares; 2025Q3: 73,645 shares; 2025Q4: 77,517 shares 77,517 $3.37M 0.07% +3,872 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,365 shares; 2024Q4: 32,668 shares; 2025Q1: 32,784 shares; 2025Q2: 32,547 shares; 2025Q3: 38,449 shares; 2025Q4: 61,472 shares 61,472 $3.36M 0.07% +23,023 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,552 shares; 2025Q1: 3,807 shares; 2025Q2: 3,978 shares; 2025Q3: 4,012 shares; 2025Q4: 6,585 shares 6,585 $3.36M 0.07% +2,573 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: 5,086 shares; 2024Q4: 5,037 shares; 2025Q1: 4,774 shares; 2025Q2: 4,759 shares; 2025Q3: 4,551 shares; 2025Q4: 3,823 shares 3,823 $3.36M 0.07% -728 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,899 shares; 2025Q3: 23,378 shares; 2025Q4: 24,257 shares 24,257 $3.36M 0.07% +879 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,172 shares; 2025Q1: 58,183 shares; 2025Q2: 56,973 shares; 2025Q3: 61,677 shares; 2025Q4: 67,693 shares 67,693 $3.33M 0.07% +6,016 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,930 shares; 2025Q3: 6,050 shares; 2025Q4: 30,214 shares 30,214 $3.31M 0.07% +24,164 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,115 shares; 2025Q4: 44,681 shares 44,681 $3.3M 0.06% +38,566 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,624 shares; 2025Q1: 61,592 shares; 2025Q2: 58,916 shares; 2025Q3: 57,748 shares; 2025Q4: 63,030 shares 63,030 $3.3M 0.06% +5,282 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,307 shares; 2024Q4: 17,293 shares; 2025Q1: 18,564 shares; 2025Q2: 19,360 shares; 2025Q3: 19,448 shares; 2025Q4: 20,335 shares 20,335 $3.29M 0.06% +887 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,271 shares; 2025Q1: 1,216 shares; 2025Q2: 2,590 shares; 2025Q3: 2,554 shares; 2025Q4: 9,328 shares 9,328 $3.28M 0.06% +6,774 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,891 shares; 2024Q4: 81,006 shares; 2025Q1: 62,147 shares; 2025Q2: 69,480 shares; 2025Q3: 67,095 shares; 2025Q4: 73,619 shares 73,619 $3.27M 0.06% +6,524 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,468 shares; 2024Q4: 417,991 shares; 2025Q1: 417,262 shares; 2025Q2: 417,946 shares; 2025Q3: 423,554 shares; 2025Q4: 435,555 shares 435,555 $3.24M 0.06% +12,001 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: restricted; 2024Q3: 30,795 shares; 2024Q4: 16,857 shares; 2025Q1: 19,640 shares; 2025Q2: 29,765 shares; 2025Q3: 27,244 shares; 2025Q4: 26,532 shares 26,532 $3.23M 0.06% -712 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: 41,918 shares; 2024Q4: 42,341 shares; 2025Q1: 42,925 shares; 2025Q2: 46,468 shares; 2025Q3: 46,433 shares; 2025Q4: 45,877 shares 45,877 $3.21M 0.06% -556 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,080 shares 68,080 $3.2M 0.06% new 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: 101,704 shares; 2024Q4: 94,994 shares; 2025Q1: 92,052 shares; 2025Q2: 85,173 shares; 2025Q3: 85,636 shares; 2025Q4: 76,688 shares 76,688 $3.12M 0.06% -8,948 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 7,670 shares; 2025Q1: 7,714 shares; 2025Q2: 8,168 shares; 2025Q3: 8,095 shares; 2025Q4: 8,830 shares 8,830 $3.12M 0.06% +735 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: restricted; 2024Q3: 14,109 shares; 2024Q4: 13,976 shares; 2025Q1: 13,859 shares; 2025Q2: 14,071 shares; 2025Q3: 14,040 shares; 2025Q4: 13,658 shares 13,658 $3.11M 0.06% -382 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,278 shares; 2024Q4: 79,457 shares; 2025Q1: 81,036 shares; 2025Q2: 49,866 shares; 2025Q3: 54,415 shares; 2025Q4: 60,076 shares 60,076 $3.07M 0.06% +5,661 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,613 shares; 2025Q2: 31,459 shares; 2025Q3: 31,054 shares; 2025Q4: 31,566 shares 31,566 $3.06M 0.06% +512 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: 98,241 shares; 2024Q4: 97,238 shares; 2025Q1: 76,776 shares; 2025Q2: 92,933 shares; 2025Q3: 96,655 shares; 2025Q4: 94,971 shares 94,971 $3.04M 0.06% -1,684 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,984 shares; 2024Q4: 64,873 shares; 2025Q1: 63,064 shares; 2025Q2: 66,616 shares; 2025Q3: 65,291 shares; 2025Q4: 58,900 shares 58,900 $3.04M 0.06% -6,391 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,298 shares; 2024Q4: 72,586 shares; 2025Q1: 71,547 shares; 2025Q2: 119,336 shares; 2025Q3: 119,249 shares; 2025Q4: 100,912 shares 100,912 $3.03M 0.06% -18,337 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,899 shares; 2024Q4: 26,880 shares; 2025Q1: 42,596 shares; 2025Q2: 40,503 shares; 2025Q3: 37,012 shares; 2025Q4: 36,475 shares 36,475 $3.02M 0.06% -537 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: 8,422 shares; 2024Q4: 9,122 shares; 2025Q1: 7,678 shares; 2025Q2: 12,062 shares; 2025Q3: 11,199 shares; 2025Q4: 13,861 shares 13,861 $3.01M 0.06% +2,662 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: 2,619 shares; 2024Q4: 3,035 shares; 2025Q1: 14,373 shares; 2025Q2: 15,530 shares; 2025Q3: 15,846 shares; 2025Q4: 16,909 shares 16,909 $3M 0.06% +1,063 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,270 shares; 2024Q4: 30,325 shares; 2025Q1: 28,605 shares; 2025Q2: 29,428 shares; 2025Q3: 28,149 shares; 2025Q4: 28,174 shares 28,174 $2.98M 0.06% +25 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,661 shares; 2025Q1: 5,800 shares; 2025Q2: 8,217 shares; 2025Q3: 8,387 shares; 2025Q4: 9,320 shares 9,320 $2.97M 0.06% +933 Timeline EDOW 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: 62,890 shares; 2024Q4: 63,245 shares; 2025Q1: 66,485 shares; 2025Q2: 67,802 shares; 2025Q3: 70,313 shares; 2025Q4: 71,845 shares 71,845 $2.97M 0.06% +1,532 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,237 shares; 2024Q4: 59,921 shares; 2025Q1: 59,165 shares; 2025Q2: 59,501 shares; 2025Q3: 83,306 shares; 2025Q4: 87,676 shares 87,676 $2.96M 0.06% +4,370 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,288 shares; 2024Q4: 6,592 shares; 2025Q1: 5,971 shares; 2025Q2: 6,781 shares; 2025Q3: 7,033 shares; 2025Q4: 7,141 shares 7,141 $2.95M 0.06% +108 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,998 shares; 2025Q2: 22,146 shares; 2025Q3: 43,108 shares; 2025Q4: 54,356 shares 54,356 $2.94M 0.06% +11,248 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,133 shares; 2025Q1: 5,215 shares; 2025Q2: 8,535 shares; 2025Q3: 8,963 shares; 2025Q4: 8,901 shares 8,901 $2.94M 0.06% -62 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,783 shares; 2024Q4: 20,457 shares; 2025Q1: 20,264 shares; 2025Q2: 21,133 shares; 2025Q3: 21,767 shares; 2025Q4: 22,051 shares 22,051 $2.93M 0.06% +284 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: 2,584 shares; 2024Q4: 2,119 shares; 2025Q1: 1,927 shares; 2025Q2: 1,711 shares; 2025Q3: 1,682 shares; 2025Q4: 9,951 shares 9,951 $2.87M 0.06% +8,269 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 10,383 shares; 2025Q1: 9,966 shares; 2025Q2: 10,579 shares; 2025Q3: 10,558 shares; 2025Q4: 10,296 shares 10,296 $2.87M 0.06% -262 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,428 shares; 2025Q3: 132,393 shares; 2025Q4: 112,521 shares 112,521 $2.87M 0.06% -19,872 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,924 shares; 2024Q4: 41,548 shares; 2025Q1: 39,547 shares; 2025Q2: 44,561 shares; 2025Q3: 43,064 shares; 2025Q4: 47,325 shares 47,325 $2.83M 0.06% +4,261 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,859 shares; 2024Q4: 16,410 shares; 2025Q1: 16,266 shares; 2025Q2: 15,002 shares; 2025Q3: 15,553 shares; 2025Q4: 15,321 shares 15,321 $2.82M 0.06% -232 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,369 shares; 2024Q4: 41,709 shares; 2025Q1: 50,519 shares; 2025Q2: 52,832 shares; 2025Q3: 54,729 shares; 2025Q4: 55,289 shares 55,289 $2.76M 0.05% +560 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,485 shares; 2024Q4: 22,794 shares; 2025Q1: 22,163 shares; 2025Q2: 21,749 shares; 2025Q3: 17,817 shares; 2025Q4: 17,745 shares 17,745 $2.75M 0.05% -72 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,341 shares; 2025Q2: 58,976 shares; 2025Q3: 69,348 shares; 2025Q4: 54,993 shares 54,993 $2.73M 0.05% -14,355 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,208 shares; 2024Q4: 37,431 shares; 2025Q1: 32,857 shares; 2025Q2: 32,356 shares; 2025Q3: 30,807 shares; 2025Q4: 29,531 shares 29,531 $2.73M 0.05% -1,276 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,635 shares; 2024Q4: 20,319 shares; 2025Q1: 20,216 shares; 2025Q2: 20,233 shares; 2025Q3: 20,306 shares; 2025Q4: 21,120 shares 21,120 $2.72M 0.05% +814 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,850 shares; 2024Q4: 50,911 shares; 2025Q1: 53,887 shares; 2025Q2: 74,720 shares; 2025Q3: 76,373 shares; 2025Q4: 75,777 shares 75,777 $2.72M 0.05% -596 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 6,017 shares; 2025Q1: 5,986 shares; 2025Q2: 6,106 shares; 2025Q3: 5,831 shares; 2025Q4: 5,711 shares 5,711 $2.68M 0.05% -120 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: 14,983 shares; 2024Q4: 14,571 shares; 2025Q1: 15,680 shares; 2025Q2: 15,810 shares; 2025Q3: 16,011 shares; 2025Q4: 22,801 shares 22,801 $2.67M 0.05% +6,790 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,887 shares; 2025Q2: 66,610 shares; 2025Q3: 69,195 shares; 2025Q4: 72,202 shares 72,202 $2.64M 0.05% +3,007 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,355 shares; 2024Q4: 61,867 shares; 2025Q1: 120,210 shares; 2025Q2: 121,141 shares; 2025Q3: 91,689 shares; 2025Q4: 96,446 shares 96,446 $2.63M 0.05% +4,757 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,972 shares; 2024Q4: 105,138 shares; 2025Q1: 74,911 shares; 2025Q2: 74,046 shares; 2025Q3: 68,373 shares; 2025Q4: 56,048 shares 56,048 $2.62M 0.05% -12,325 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,299 shares; 2024Q4: 19,961 shares; 2025Q1: 20,747 shares; 2025Q2: 40,409 shares; 2025Q3: 45,402 shares; 2025Q4: 52,034 shares 52,034 $2.59M 0.05% +6,632 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,910 shares; 2024Q4: 98,697 shares; 2025Q1: 99,470 shares; 2025Q2: 99,351 shares; 2025Q3: 100,102 shares; 2025Q4: 99,879 shares 99,879 $2.59M 0.05% -223 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,193 shares; 2024Q4: 21,550 shares; 2025Q1: 24,783 shares; 2025Q2: 29,836 shares; 2025Q3: 30,625 shares; 2025Q4: 31,918 shares 31,918 $2.59M 0.05% +1,293 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,406 shares; 2024Q4: 33,910 shares; 2025Q1: 34,907 shares; 2025Q2: 61,059 shares; 2025Q3: 62,155 shares; 2025Q4: 62,639 shares 62,639 $2.59M 0.05% +484 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,004 shares; 2025Q1: 5,060 shares; 2025Q2: 5,083 shares; 2025Q3: 4,742 shares; 2025Q4: 4,536 shares 4,536 $2.57M 0.05% -206 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: 3,305 shares; 2024Q4: 3,215 shares; 2025Q1: 3,298 shares; 2025Q2: 3,565 shares; 2025Q3: 3,615 shares; 2025Q4: 3,919 shares 3,919 $2.56M 0.05% +304 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,602 shares; 2024Q4: 21,453 shares; 2025Q1: 20,868 shares; 2025Q2: 21,070 shares; 2025Q3: 20,541 shares; 2025Q4: 20,714 shares 20,714 $2.55M 0.05% +173 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: 48,380 shares; 2024Q4: 47,365 shares; 2025Q1: 46,821 shares; 2025Q2: 51,448 shares; 2025Q3: 51,941 shares; 2025Q4: 44,023 shares 44,023 $2.54M 0.05% -7,918 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,744 shares; 2024Q4: 59,988 shares; 2025Q1: 58,096 shares; 2025Q2: 63,807 shares; 2025Q3: 65,289 shares; 2025Q4: 63,569 shares 63,569 $2.54M 0.05% -1,720 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 3,932 shares; 2025Q1: 3,737 shares; 2025Q2: 3,801 shares; 2025Q3: 3,878 shares; 2025Q4: 5,439 shares 5,439 $2.53M 0.05% +1,561 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: 35,021 shares; 2024Q4: 36,483 shares; 2025Q1: 34,044 shares; 2025Q2: 34,538 shares; 2025Q3: 34,691 shares; 2025Q4: 35,407 shares 35,407 $2.53M 0.05% +716 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,195 shares; 2024Q4: 22,879 shares; 2025Q1: 26,667 shares; 2025Q2: 79,351 shares; 2025Q3: 79,170 shares; 2025Q4: 85,723 shares 85,723 $2.49M 0.05% +6,553 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,247 shares; 2024Q4: 21,522 shares; 2025Q1: 28,206 shares; 2025Q2: 29,027 shares; 2025Q3: 29,926 shares; 2025Q4: 30,284 shares 30,284 $2.47M 0.05% +358 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,312 shares; 2024Q4: 13,739 shares; 2025Q1: 13,208 shares; 2025Q2: 5,987 shares; 2025Q3: 7,039 shares; 2025Q4: 8,125 shares 8,125 $2.45M 0.05% +1,086 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 15,194 shares; 2025Q1: 27,526 shares; 2025Q2: 26,031 shares; 2025Q3: 31,421 shares; 2025Q4: 45,938 shares 45,938 $2.43M 0.05% +14,517 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 6,296 shares; 2025Q1: 6,561 shares; 2025Q2: 7,293 shares; 2025Q3: 7,434 shares; 2025Q4: 7,712 shares 7,712 $2.41M 0.05% +278 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,672 shares 32,672 $2.4M 0.05% new 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: 16,034 shares; 2024Q4: 18,263 shares; 2025Q1: 18,175 shares; 2025Q2: 18,527 shares; 2025Q3: 18,514 shares; 2025Q4: 19,547 shares 19,547 $2.4M 0.05% +1,033 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,266 shares; 2025Q1: 2,708 shares; 2025Q2: 2,732 shares; 2025Q3: 2,933 shares; 2025Q4: 2,726 shares 2,726 $2.4M 0.05% -207 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,261 shares; 2025Q1: 3,191 shares; 2025Q2: 3,162 shares; 2025Q3: 5,129 shares; 2025Q4: 5,259 shares 5,259 $2.38M 0.05% +130 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 6,741 shares; 2025Q1: 22,219 shares; 2025Q2: 23,198 shares; 2025Q3: 24,090 shares; 2025Q4: 23,832 shares 23,832 $2.37M 0.05% -258 Timeline SNSR 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: 58,976 shares; 2024Q4: 60,900 shares; 2025Q1: 62,281 shares; 2025Q2: 64,266 shares; 2025Q3: 64,272 shares; 2025Q4: 63,998 shares 63,998 $2.37M 0.05% -274 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 7,560 shares; 2025Q1: 7,655 shares; 2025Q2: 8,105 shares; 2025Q3: 7,593 shares; 2025Q4: 7,556 shares 7,556 $2.34M 0.05% -37 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,215 shares; 2024Q4: 167,145 shares; 2025Q1: 188,896 shares; 2025Q2: 179,538 shares; 2025Q3: 184,566 shares; 2025Q4: 50,847 shares 50,847 $2.33M 0.05% -133,719 Timeline IXN 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: 24,346 shares; 2024Q4: 24,063 shares; 2025Q1: 22,734 shares; 2025Q2: 22,767 shares; 2025Q3: 22,767 shares; 2025Q4: 22,161 shares 22,161 $2.33M 0.05% -606 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: 93,330 shares; 2024Q4: 90,162 shares; 2025Q1: 83,212 shares; 2025Q2: 92,250 shares; 2025Q3: 103,368 shares; 2025Q4: 93,664 shares 93,664 $2.33M 0.05% -9,704 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,974 shares; 2024Q4: 81,991 shares; 2025Q1: 80,972 shares; 2025Q2: 108,377 shares; 2025Q3: 101,540 shares; 2025Q4: 81,516 shares 81,516 $2.32M 0.05% -20,024 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,603 shares; 2024Q4: 92,578 shares; 2025Q1: 104,293 shares; 2025Q2: 100,751 shares; 2025Q3: 88,111 shares; 2025Q4: 93,036 shares 93,036 $2.32M 0.05% +4,925 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,587 shares; 2024Q4: 8,381 shares; 2025Q1: 8,907 shares; 2025Q2: 9,091 shares; 2025Q3: 8,645 shares; 2025Q4: 10,861 shares 10,861 $2.3M 0.05% +2,216 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: 27,666 shares; 2024Q4: 21,853 shares; 2025Q1: 21,244 shares; 2025Q2: 28,505 shares; 2025Q3: 27,884 shares; 2025Q4: 28,593 shares 28,593 $2.3M 0.05% +709 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: 138,417 shares; 2024Q4: 119,180 shares; 2025Q1: 135,128 shares; 2025Q2: 128,135 shares; 2025Q3: 129,058 shares; 2025Q4: 138,567 shares 138,567 $2.28M 0.04% +9,509 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,988 shares; 2024Q4: 30,449 shares; 2025Q1: 56,186 shares; 2025Q2: 56,430 shares; 2025Q3: 60,422 shares; 2025Q4: 68,931 shares 68,931 $2.28M 0.04% +8,509 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 10,267 shares; 2025Q1: 24,172 shares; 2025Q2: 45,526 shares; 2025Q3: 43,933 shares; 2025Q4: 44,456 shares 44,456 $2.28M 0.04% +523 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 5,681 shares; 2025Q1: 5,569 shares; 2025Q2: 5,570 shares; 2025Q3: 5,545 shares; 2025Q4: 3,764 shares 3,764 $2.27M 0.04% -1,781 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,576 shares; 2025Q3: 36,850 shares; 2025Q4: 47,845 shares 47,845 $2.27M 0.04% +10,995 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,239 shares; 2024Q4: 23,564 shares; 2025Q1: 23,224 shares; 2025Q2: 23,650 shares; 2025Q3: 25,126 shares; 2025Q4: 23,513 shares 23,513 $2.26M 0.04% -1,613 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,962 shares; 2024Q4: 14,498 shares; 2025Q1: 14,494 shares; 2025Q2: 13,828 shares; 2025Q3: 13,903 shares; 2025Q4: 12,480 shares 12,480 $2.26M 0.04% -1,423 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: not reported; 2025Q1: 38,023 shares; 2025Q2: 32,159 shares; 2025Q3: 33,087 shares; 2025Q4: 35,741 shares 35,741 $2.25M 0.04% +2,654 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,552 shares; 2024Q4: 30,610 shares; 2025Q1: 42,015 shares; 2025Q2: 40,488 shares; 2025Q3: 40,346 shares; 2025Q4: 43,192 shares 43,192 $2.24M 0.04% +2,846 Timeline MLPX 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: 25,669 shares; 2025Q2: 26,597 shares; 2025Q3: 33,978 shares; 2025Q4: 36,948 shares 36,948 $2.24M 0.04% +2,970 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 4,319 shares; 2025Q1: 25,424 shares; 2025Q2: 24,368 shares; 2025Q3: 28,566 shares; 2025Q4: 29,320 shares 29,320 $2.24M 0.04% +754 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 5,531 shares; 2025Q1: 6,977 shares; 2025Q2: 6,768 shares; 2025Q3: 6,844 shares; 2025Q4: 7,354 shares 7,354 $2.23M 0.04% +510 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 20,058 shares; 2025Q1: 20,202 shares; 2025Q2: 16,741 shares; 2025Q3: 7,799 shares; 2025Q4: 7,719 shares 7,719 $2.22M 0.04% -80 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,226 shares; 2024Q4: 57,284 shares; 2025Q1: 47,352 shares; 2025Q2: 58,912 shares; 2025Q3: 59,096 shares; 2025Q4: 57,832 shares 57,832 $2.22M 0.04% -1,264 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 2,390 shares; 2025Q1: 2,523 shares; 2025Q2: 2,995 shares; 2025Q3: 4,220 shares; 2025Q4: 6,591 shares 6,591 $2.22M 0.04% +2,371 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,917 shares; 2024Q4: 39,734 shares; 2025Q1: 22,426 shares; 2025Q2: 23,894 shares; 2025Q3: 23,848 shares; 2025Q4: 24,460 shares 24,460 $2.22M 0.04% +612 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: restricted; 2024Q3: 34,356 shares; 2024Q4: 32,148 shares; 2025Q1: 34,458 shares; 2025Q2: 35,764 shares; 2025Q3: 34,246 shares; 2025Q4: 34,381 shares 34,381 $2.21M 0.04% +135 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,278 shares; 2024Q4: 15,284 shares; 2025Q1: 12,616 shares; 2025Q2: 12,650 shares; 2025Q3: 12,686 shares; 2025Q4: 15,409 shares 15,409 $2.21M 0.04% +2,723 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: restricted; 2024Q3: 4,163 shares; 2024Q4: 4,363 shares; 2025Q1: 4,925 shares; 2025Q2: 7,157 shares; 2025Q3: 11,704 shares; 2025Q4: 13,705 shares 13,705 $2.19M 0.04% +2,001 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,938 shares; 2024Q4: 28,938 shares; 2025Q1: 29,004 shares; 2025Q2: 34,451 shares; 2025Q3: 42,697 shares; 2025Q4: 39,366 shares 39,366 $2.19M 0.04% -3,331 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: 19,685 shares; 2024Q4: 19,573 shares; 2025Q1: 17,553 shares; 2025Q2: 18,715 shares; 2025Q3: 19,170 shares; 2025Q4: 18,731 shares 18,731 $2.19M 0.04% -439 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: restricted; 2024Q3: 5,192 shares; 2024Q4: 6,618 shares; 2025Q1: 6,027 shares; 2025Q2: 13,577 shares; 2025Q3: 16,354 shares; 2025Q4: 18,931 shares 18,931 $2.18M 0.04% +2,577 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: 16,715 shares; 2024Q4: 16,615 shares; 2025Q1: 16,818 shares; 2025Q2: 17,371 shares; 2025Q3: 20,317 shares; 2025Q4: 13,528 shares 13,528 $2.17M 0.04% -6,789 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,767 shares; 2024Q4: 17,972 shares; 2025Q1: 17,389 shares; 2025Q2: 19,165 shares; 2025Q3: 25,092 shares; 2025Q4: 26,911 shares 26,911 $2.17M 0.04% +1,819 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,833 shares; 2025Q2: 17,082 shares; 2025Q3: 17,082 shares; 2025Q4: 17,054 shares 17,054 $2.17M 0.04% -28 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: restricted; 2024Q3: 5,660 shares; 2024Q4: 3,299 shares; 2025Q1: 3,723 shares; 2025Q2: 3,514 shares; 2025Q3: 23,126 shares; 2025Q4: 23,544 shares 23,544 $2.16M 0.04% +418 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,752 shares; 2024Q4: 26,478 shares; 2025Q1: 25,689 shares; 2025Q2: 27,495 shares; 2025Q3: 28,891 shares; 2025Q4: 49,899 shares 49,899 $2.13M 0.04% +21,008 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: 30,311 shares; 2024Q4: 34,027 shares; 2025Q1: 34,812 shares; 2025Q2: 35,915 shares; 2025Q3: 34,351 shares; 2025Q4: 24,302 shares 24,302 $2.13M 0.04% -10,049 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,442 shares; 2024Q4: 57,608 shares; 2025Q1: 56,431 shares; 2025Q2: 61,115 shares; 2025Q3: 58,679 shares; 2025Q4: 51,402 shares 51,402 $2.1M 0.04% -7,277 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,293 shares; 2024Q4: 70,822 shares; 2025Q1: 71,260 shares; 2025Q2: 75,343 shares; 2025Q3: 75,967 shares; 2025Q4: 77,306 shares 77,306 $2.1M 0.04% +1,339 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,287 shares; 2024Q4: 26,431 shares; 2025Q1: 40,570 shares; 2025Q2: 49,323 shares; 2025Q3: 63,721 shares; 2025Q4: 66,090 shares 66,090 $2.09M 0.04% +2,369 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,635 shares; 2024Q4: 16,658 shares; 2025Q1: 67,145 shares; 2025Q2: 68,537 shares; 2025Q3: 75,866 shares; 2025Q4: 78,994 shares 78,994 $2.09M 0.04% +3,128 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,370 shares; 2024Q4: 25,074 shares; 2025Q1: 28,563 shares; 2025Q2: 30,011 shares; 2025Q3: 28,243 shares; 2025Q4: 27,666 shares 27,666 $2.08M 0.04% -577 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,957 shares; 2024Q4: 37,249 shares; 2025Q1: 58,354 shares; 2025Q2: 57,464 shares; 2025Q3: 56,362 shares; 2025Q4: 55,919 shares 55,919 $2.06M 0.04% -443 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,488 shares; 2024Q4: 14,034 shares; 2025Q1: 13,574 shares; 2025Q2: 12,204 shares; 2025Q3: 12,425 shares; 2025Q4: 26,140 shares 26,140 $2.06M 0.04% +13,715 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 6,395 shares; 2025Q1: 7,090 shares; 2025Q2: 6,360 shares; 2025Q3: 6,482 shares; 2025Q4: 6,354 shares 6,354 $2.05M 0.04% -128 Timeline XBIL 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: 15,892 shares; 2024Q4: 17,135 shares; 2025Q1: 28,662 shares; 2025Q2: 29,089 shares; 2025Q3: 39,952 shares; 2025Q4: 40,704 shares 40,704 $2.04M 0.04% +752 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,230 shares; 2024Q4: 48,898 shares; 2025Q1: 43,516 shares; 2025Q2: 42,823 shares; 2025Q3: 37,403 shares; 2025Q4: 33,208 shares 33,208 $2.03M 0.04% -4,195 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,376 shares; 2025Q1: 3,675 shares; 2025Q2: 3,728 shares; 2025Q3: 3,771 shares; 2025Q4: 6,383 shares 6,383 $2.01M 0.04% +2,612 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 17,124 shares; 2025Q1: 17,667 shares; 2025Q2: 25,431 shares; 2025Q3: 25,248 shares; 2025Q4: 21,582 shares 21,582 $2.01M 0.04% -3,666 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,329 shares; 2024Q4: 54,780 shares; 2025Q1: 58,898 shares; 2025Q2: 64,504 shares; 2025Q3: 83,377 shares; 2025Q4: 64,673 shares 64,673 $2M 0.04% -18,704 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,583 shares; 2024Q4: 42,049 shares; 2025Q1: 39,629 shares; 2025Q2: 35,569 shares; 2025Q3: 35,857 shares; 2025Q4: 37,243 shares 37,243 $2M 0.04% +1,386 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,795 shares; 2024Q4: 18,336 shares; 2025Q1: 18,702 shares; 2025Q2: 18,724 shares; 2025Q3: 18,692 shares; 2025Q4: 17,799 shares 17,799 $2M 0.04% -893 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,351 shares; 2024Q4: 42,876 shares; 2025Q1: 47,204 shares; 2025Q2: 42,919 shares; 2025Q3: 54,995 shares; 2025Q4: 79,297 shares 79,297 $1.98M 0.04% +24,302 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,411 shares; 2025Q1: 2,426 shares; 2025Q2: 2,416 shares; 2025Q3: 2,431 shares; 2025Q4: 2,435 shares 2,435 $1.97M 0.04% +4 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,476 shares; 2025Q4: 53,968 shares 53,968 $1.96M 0.04% +2,492 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 5,571 shares; 2025Q1: 6,359 shares; 2025Q2: 5,892 shares; 2025Q3: 5,408 shares; 2025Q4: 5,561 shares 5,561 $1.95M 0.04% +153 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,570 shares; 2024Q4: 7,080 shares; 2025Q1: 15,108 shares; 2025Q2: 18,711 shares; 2025Q3: 19,342 shares; 2025Q4: 22,319 shares 22,319 $1.95M 0.04% +2,977 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: 44,951 shares; 2024Q4: 43,886 shares; 2025Q1: 46,927 shares; 2025Q2: 47,473 shares; 2025Q3: 45,488 shares; 2025Q4: 35,781 shares 35,781 $1.93M 0.04% -9,707 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,223 shares; 2024Q4: 58,759 shares; 2025Q1: 59,103 shares; 2025Q2: 67,252 shares; 2025Q3: 64,541 shares; 2025Q4: 41,752 shares 41,752 $1.91M 0.04% -22,789 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,899 shares; 2025Q2: 45,665 shares; 2025Q3: 57,133 shares; 2025Q4: 74,408 shares 74,408 $1.91M 0.04% +17,275 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,589 shares; 2025Q3: 43,163 shares; 2025Q4: 48,039 shares 48,039 $1.89M 0.04% +4,876 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,549 shares; 2025Q1: 4,758 shares; 2025Q2: 4,862 shares; 2025Q3: 4,733 shares; 2025Q4: 4,848 shares 4,848 $1.89M 0.04% +115 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,794 shares; 2025Q2: 10,533 shares; 2025Q3: 16,941 shares; 2025Q4: 19,857 shares 19,857 $1.87M 0.04% +2,916 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,076 shares; 2025Q4: 36,128 shares 36,128 $1.86M 0.04% +2,052 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 10,296 shares; 2025Q1: 10,250 shares; 2025Q2: 9,930 shares; 2025Q3: 9,996 shares; 2025Q4: 10,018 shares 10,018 $1.86M 0.04% +22 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,123 shares; 2025Q3: 31,708 shares; 2025Q4: 39,171 shares 39,171 $1.85M 0.04% +7,463 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,494 shares; 2024Q4: 32,642 shares; 2025Q1: 41,164 shares; 2025Q2: 41,322 shares; 2025Q3: 41,742 shares; 2025Q4: 39,678 shares 39,678 $1.82M 0.04% -2,064 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: 16,789 shares; 2024Q4: 20,203 shares; 2025Q1: 22,269 shares; 2025Q2: 32,375 shares; 2025Q3: 37,693 shares; 2025Q4: 32,278 shares 32,278 $1.82M 0.04% -5,415 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,017 shares; 2024Q4: 31,656 shares; 2025Q1: 37,062 shares; 2025Q2: 33,835 shares; 2025Q3: 35,591 shares; 2025Q4: 32,873 shares 32,873 $1.8M 0.04% -2,718 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,753 shares; 2024Q4: 14,402 shares; 2025Q1: 8,919 shares; 2025Q2: 18,531 shares; 2025Q3: 22,307 shares; 2025Q4: 22,574 shares 22,574 $1.8M 0.04% +267 Timeline UTWO 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: 26,737 shares; 2024Q4: 28,837 shares; 2025Q1: 32,859 shares; 2025Q2: 35,122 shares; 2025Q3: 38,397 shares; 2025Q4: 36,654 shares 36,654 $1.78M 0.03% -1,743 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,787 shares; 2025Q1: 7,377 shares; 2025Q2: 7,208 shares; 2025Q3: 7,315 shares; 2025Q4: 7,744 shares 7,744 $1.77M 0.03% +429 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,212 shares; 2024Q4: 39,622 shares; 2025Q1: 42,998 shares; 2025Q2: 44,679 shares; 2025Q3: 44,485 shares; 2025Q4: 46,595 shares 46,595 $1.77M 0.03% +2,110 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,494 shares; 2024Q4: 61,993 shares; 2025Q1: 58,879 shares; 2025Q2: 67,234 shares; 2025Q3: 63,530 shares; 2025Q4: 60,322 shares 60,322 $1.77M 0.03% -3,208 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: 17,909 shares; 2024Q4: 14,509 shares; 2025Q1: 14,544 shares; 2025Q2: 16,590 shares; 2025Q3: 14,684 shares; 2025Q4: 12,182 shares 12,182 $1.75M 0.03% -2,502 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,607 shares; 2024Q4: 7,445 shares; 2025Q1: 7,827 shares; 2025Q2: 8,367 shares; 2025Q3: 8,837 shares; 2025Q4: 9,238 shares 9,238 $1.74M 0.03% +401 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: 4,798 shares; 2024Q4: 4,931 shares; 2025Q1: 4,416 shares; 2025Q2: 4,481 shares; 2025Q3: 4,518 shares; 2025Q4: 4,672 shares 4,672 $1.73M 0.03% +154 Timeline OBIL 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: 10,560 shares; 2024Q4: 47,756 shares; 2025Q1: 66,974 shares; 2025Q2: 58,358 shares; 2025Q3: 33,851 shares; 2025Q4: 34,113 shares 34,113 $1.71M 0.03% +262 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,664 shares; 2024Q4: 10,738 shares; 2025Q1: 11,329 shares; 2025Q2: 11,400 shares; 2025Q3: 11,575 shares; 2025Q4: 12,227 shares 12,227 $1.7M 0.03% +652 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,068 shares; 2025Q3: 37,486 shares; 2025Q4: 38,444 shares 38,444 $1.7M 0.03% +958 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 13,092 shares; 2025Q1: 12,800 shares; 2025Q2: 20,246 shares; 2025Q3: 28,793 shares; 2025Q4: 22,191 shares 22,191 $1.67M 0.03% -6,602 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: 13,630 shares; 2025Q1: 15,729 shares; 2025Q2: 13,019 shares; 2025Q3: 13,931 shares; 2025Q4: 14,208 shares 14,208 $1.67M 0.03% +277 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,964 shares; 2024Q4: 16,543 shares; 2025Q1: 12,824 shares; 2025Q2: 12,237 shares; 2025Q3: 12,016 shares; 2025Q4: 11,468 shares 11,468 $1.65M 0.03% -548 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 10,596 shares; 2025Q1: 10,065 shares; 2025Q2: 10,039 shares; 2025Q3: 10,598 shares; 2025Q4: 14,259 shares 14,259 $1.64M 0.03% +3,661 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: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,325 shares; 2025Q1: 4,326 shares; 2025Q2: 4,432 shares; 2025Q3: 4,374 shares; 2025Q4: 4,168 shares 4,168 $1.64M 0.03% -206 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,467 shares; 2025Q1: 3,467 shares; 2025Q2: 4,280 shares; 2025Q3: 4,226 shares; 2025Q4: 4,226 shares 4,226 $1.63M 0.03% 0 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: restricted; 2024Q3: 14,880 shares; 2024Q4: 14,575 shares; 2025Q1: 7,616 shares; 2025Q2: 9,157 shares; 2025Q3: 8,027 shares; 2025Q4: 27,773 shares 27,773 $1.62M 0.03% +19,746 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: restricted; 2024Q3: 6,609 shares; 2024Q4: 7,428 shares; 2025Q1: 7,550 shares; 2025Q2: 7,671 shares; 2025Q3: 7,724 shares; 2025Q4: 7,982 shares 7,982 $1.62M 0.03% +258 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 2,297 shares; 2025Q1: 2,253 shares; 2025Q2: 2,333 shares; 2025Q3: 2,379 shares; 2025Q4: 4,660 shares 4,660 $1.6M 0.03% +2,281 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,720 shares; 2025Q4: 47,645 shares 47,645 $1.57M 0.03% +16,925 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,653 shares; 2024Q4: 49,831 shares; 2025Q1: 46,245 shares; 2025Q2: 55,060 shares; 2025Q3: 55,160 shares; 2025Q4: 54,371 shares 54,371 $1.57M 0.03% -789 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,072 shares; 2025Q1: 5,239 shares; 2025Q2: 5,456 shares; 2025Q3: 5,486 shares; 2025Q4: 7,459 shares 7,459 $1.56M 0.03% +1,973 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 24,927 shares; 2025Q1: 10,647 shares; 2025Q2: 25,038 shares; 2025Q3: 25,038 shares; 2025Q4: 25,019 shares 25,019 $1.55M 0.03% -19 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: restricted; 2024Q3: 1,990 shares; 2024Q4: 2,005 shares; 2025Q1: 1,876 shares; 2025Q2: 1,868 shares; 2025Q3: 1,860 shares; 2025Q4: 1,873 shares 1,873 $1.54M 0.03% +13 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,071 shares; 2024Q4: 97,382 shares; 2025Q1: 98,954 shares; 2025Q2: 10,503 shares; 2025Q3: 14,909 shares; 2025Q4: 22,742 shares 22,742 $1.53M 0.03% +7,833 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 11,524 shares; 2025Q3: 12,197 shares; 2025Q4: 14,652 shares 14,652 $1.52M 0.03% +2,455 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,257 shares 101,257 $1.52M 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,463 shares; 2024Q4: 6,423 shares; 2025Q1: 6,137 shares; 2025Q2: 6,054 shares; 2025Q3: 6,018 shares; 2025Q4: 5,865 shares 5,865 $1.51M 0.03% -153 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,967 shares; 2024Q4: 20,249 shares; 2025Q1: 22,583 shares; 2025Q2: 16,833 shares; 2025Q3: 16,619 shares; 2025Q4: 16,013 shares 16,013 $1.51M 0.03% -606 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,255 shares; 2024Q4: 20,970 shares; 2025Q1: 21,093 shares; 2025Q2: 34,682 shares; 2025Q3: 34,855 shares; 2025Q4: 35,192 shares 35,192 $1.51M 0.03% +337 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,904 shares; 2025Q1: 12,906 shares; 2025Q2: 14,861 shares; 2025Q3: 16,460 shares; 2025Q4: 16,771 shares 16,771 $1.49M 0.03% +311 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: 34,515 shares; 2024Q4: 34,521 shares; 2025Q1: 34,394 shares; 2025Q2: 34,756 shares; 2025Q3: 35,054 shares; 2025Q4: 27,844 shares 27,844 $1.49M 0.03% -7,210 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 10,540 shares; 2025Q1: 10,651 shares; 2025Q2: 8,903 shares; 2025Q3: 8,813 shares; 2025Q4: 8,782 shares 8,782 $1.48M 0.03% -31 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,576 shares; 2025Q1: 4,402 shares; 2025Q2: 5,698 shares; 2025Q3: 5,679 shares; 2025Q4: 6,899 shares 6,899 $1.48M 0.03% +1,220 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: restricted; 2024Q3: 13,500 shares; 2024Q4: 13,283 shares; 2025Q1: 14,733 shares; 2025Q2: 14,723 shares; 2025Q3: 14,806 shares; 2025Q4: 12,024 shares 12,024 $1.48M 0.03% -2,782 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 202 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 200 shares 200 $1.46M 0.03% -1 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 4,214 shares; 2025Q1: 6,318 shares; 2025Q2: 8,916 shares; 2025Q3: 9,164 shares; 2025Q4: 11,039 shares 11,039 $1.45M 0.03% +1,875 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,711 shares; 2024Q4: 23,236 shares; 2025Q1: 25,184 shares; 2025Q2: 25,546 shares; 2025Q3: 25,998 shares; 2025Q4: 33,138 shares 33,138 $1.44M 0.03% +7,140 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,909 shares; 2025Q2: 20,611 shares; 2025Q3: 29,402 shares; 2025Q4: 29,602 shares 29,602 $1.44M 0.03% +200 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,525 shares; 2024Q4: 209,656 shares; 2025Q1: 203,608 shares; 2025Q2: 21,084 shares; 2025Q3: 22,331 shares; 2025Q4: 19,451 shares 19,451 $1.44M 0.03% -2,880 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 6,475 shares; 2025Q1: 6,174 shares; 2025Q2: 6,934 shares; 2025Q3: 12,384 shares; 2025Q4: 13,031 shares 13,031 $1.44M 0.03% +647 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: 11,848 shares; 2024Q4: 12,159 shares; 2025Q1: 11,904 shares; 2025Q2: 12,816 shares; 2025Q3: 14,415 shares; 2025Q4: 15,397 shares 15,397 $1.44M 0.03% +982 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: restricted; 2024Q3: 16,884 shares; 2024Q4: 16,833 shares; 2025Q1: 16,686 shares; 2025Q2: 16,104 shares; 2025Q3: 16,091 shares; 2025Q4: 16,323 shares 16,323 $1.42M 0.03% +232 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,440 shares; 2025Q1: 4,864 shares; 2025Q2: 4,902 shares; 2025Q3: 4,858 shares; 2025Q4: 5,249 shares 5,249 $1.41M 0.03% +391 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,709 shares; 2025Q3: 57,695 shares; 2025Q4: 58,561 shares 58,561 $1.41M 0.03% +866 Timeline DTCR 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: 34,771 shares; 2025Q3: 54,461 shares; 2025Q4: 66,670 shares 66,670 $1.41M 0.03% +12,209 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,144 shares 40,144 $1.4M 0.03% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,106 shares; 2025Q1: 2,438 shares; 2025Q2: 2,250 shares; 2025Q3: 2,346 shares; 2025Q4: 2,407 shares 2,407 $1.4M 0.03% +61 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 6,536 shares; 2025Q1: 5,739 shares; 2025Q2: 6,973 shares; 2025Q3: 6,813 shares; 2025Q4: 6,962 shares 6,962 $1.39M 0.03% +149 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 9,657 shares; 2025Q1: 10,024 shares; 2025Q2: 10,387 shares; 2025Q3: 10,529 shares; 2025Q4: 10,121 shares 10,121 $1.39M 0.03% -408 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,584 shares; 2024Q4: 49,494 shares; 2025Q1: 48,675 shares; 2025Q2: 67,726 shares; 2025Q3: 67,897 shares; 2025Q4: 65,955 shares 65,955 $1.38M 0.03% -1,942 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,669 shares; 2024Q4: 14,021 shares; 2025Q1: 28,042 shares; 2025Q2: 13,887 shares; 2025Q3: 14,003 shares; 2025Q4: 19,104 shares 19,104 $1.36M 0.03% +5,101 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,269 shares; 2024Q4: 35,346 shares; 2025Q1: 31,134 shares; 2025Q2: 36,017 shares; 2025Q3: 39,221 shares; 2025Q4: 35,067 shares 35,067 $1.36M 0.03% -4,154 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,503 shares; 2025Q3: 14,093 shares; 2025Q4: 17,216 shares 17,216 $1.36M 0.03% +3,123 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,829 shares; 2024Q4: 29,431 shares; 2025Q1: 26,902 shares; 2025Q2: 30,041 shares; 2025Q3: 32,063 shares; 2025Q4: 30,341 shares 30,341 $1.35M 0.03% -1,722 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,748 shares; 2025Q1: 3,723 shares; 2025Q2: 4,897 shares; 2025Q3: 2,864 shares; 2025Q4: 2,801 shares 2,801 $1.35M 0.03% -63 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,043 shares; 2024Q4: 26,927 shares; 2025Q1: 25,134 shares; 2025Q2: 23,834 shares; 2025Q3: 23,703 shares; 2025Q4: 23,703 shares 23,703 $1.34M 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 12,641 shares; 2025Q1: 11,894 shares; 2025Q2: 11,593 shares; 2025Q3: 12,209 shares; 2025Q4: 12,181 shares 12,181 $1.34M 0.03% -28 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: restricted; 2024Q3: 5,406 shares; 2024Q4: 5,789 shares; 2025Q1: 5,771 shares; 2025Q2: 5,807 shares; 2025Q3: 6,922 shares; 2025Q4: 6,297 shares 6,297 $1.33M 0.03% -625 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,201 shares 26,201 $1.3M 0.03% new Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,367 shares; 2025Q2: 14,483 shares; 2025Q3: 24,035 shares; 2025Q4: 26,929 shares 26,929 $1.3M 0.03% +2,894 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 6,724 shares; 2025Q1: 6,790 shares; 2025Q2: 6,711 shares; 2025Q3: 6,882 shares; 2025Q4: 7,452 shares 7,452 $1.29M 0.03% +570 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,760 shares; 2024Q4: 18,086 shares; 2025Q1: 25,280 shares; 2025Q2: 26,676 shares; 2025Q3: 26,212 shares; 2025Q4: 25,507 shares 25,507 $1.29M 0.03% -705 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,678 shares; 2025Q1: 3,555 shares; 2025Q2: 5,007 shares; 2025Q3: 4,741 shares; 2025Q4: 5,560 shares 5,560 $1.29M 0.03% +819 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,051 shares; 2024Q4: 53,200 shares; 2025Q1: 179,024 shares; 2025Q2: 247,818 shares; 2025Q3: 266,999 shares; 2025Q4: 86,831 shares 86,831 $1.29M 0.03% -180,168 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: 10,510 shares; 2024Q4: 15,786 shares; 2025Q1: 18,523 shares; 2025Q2: 19,630 shares; 2025Q3: 19,595 shares; 2025Q4: 21,604 shares 21,604 $1.28M 0.03% +2,009 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,470 shares; 2024Q4: 41,172 shares; 2025Q1: 37,746 shares; 2025Q2: 38,194 shares; 2025Q3: 41,306 shares; 2025Q4: 40,262 shares 40,262 $1.28M 0.03% -1,044 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: restricted; 2024Q3: 31,193 shares; 2024Q4: 32,068 shares; 2025Q1: 34,944 shares; 2025Q2: 33,546 shares; 2025Q3: 27,546 shares; 2025Q4: 27,959 shares 27,959 $1.27M 0.03% +413 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,742 shares; 2024Q4: 13,930 shares; 2025Q1: 14,096 shares; 2025Q2: 12,400 shares; 2025Q3: 12,503 shares; 2025Q4: 11,910 shares 11,910 $1.27M 0.02% -593 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,551 shares; 2024Q4: 13,406 shares; 2025Q1: 13,406 shares; 2025Q2: 13,512 shares; 2025Q3: 13,495 shares; 2025Q4: 15,645 shares 15,645 $1.27M 0.02% +2,150 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,997 shares; 2024Q4: 107,188 shares; 2025Q1: 123,130 shares; 2025Q2: 122,001 shares; 2025Q3: 121,415 shares; 2025Q4: 112,633 shares 112,633 $1.27M 0.02% -8,782 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,284 shares; 2024Q4: 41,511 shares; 2025Q1: 40,781 shares; 2025Q2: 42,108 shares; 2025Q3: 43,113 shares; 2025Q4: 43,503 shares 43,503 $1.24M 0.02% +390 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,002 shares; 2025Q2: 17,886 shares; 2025Q3: 21,445 shares; 2025Q4: 23,355 shares 23,355 $1.24M 0.02% +1,910 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: 4,216 shares; 2024Q4: 4,347 shares; 2025Q1: 4,231 shares; 2025Q2: 4,705 shares; 2025Q3: 5,106 shares; 2025Q4: 4,776 shares 4,776 $1.23M 0.02% -330 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,131 shares; 2025Q1: 2,208 shares; 2025Q2: 2,369 shares; 2025Q3: 2,503 shares; 2025Q4: 2,876 shares 2,876 $1.23M 0.02% +373 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,191 shares; 2024Q4: 27,772 shares; 2025Q1: 34,129 shares; 2025Q2: 35,256 shares; 2025Q3: 35,692 shares; 2025Q4: 24,556 shares 24,556 $1.22M 0.02% -11,136 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: restricted; 2024Q3: 5,636 shares; 2024Q4: 11,238 shares; 2025Q1: 12,548 shares; 2025Q2: 12,307 shares; 2025Q3: 13,326 shares; 2025Q4: 13,039 shares 13,039 $1.21M 0.02% -287 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,034 shares; 2024Q4: 27,373 shares; 2025Q1: 32,798 shares; 2025Q2: 34,009 shares; 2025Q3: 34,625 shares; 2025Q4: 23,994 shares 23,994 $1.19M 0.02% -10,631 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,278 shares; 2024Q4: 28,508 shares; 2025Q1: 28,580 shares; 2025Q2: 50,291 shares; 2025Q3: 44,359 shares; 2025Q4: 61,124 shares 61,124 $1.18M 0.02% +16,765 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: 10,019 shares; 2024Q4: 9,791 shares; 2025Q1: 9,726 shares; 2025Q2: 9,886 shares; 2025Q3: 9,852 shares; 2025Q4: 9,154 shares 9,154 $1.18M 0.02% -698 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,866 shares; 2024Q4: 29,070 shares; 2025Q1: 35,378 shares; 2025Q2: 36,337 shares; 2025Q3: 36,885 shares; 2025Q4: 24,574 shares 24,574 $1.18M 0.02% -12,311 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: 40,055 shares; 2024Q4: 40,325 shares; 2025Q1: 39,634 shares; 2025Q2: 32,057 shares; 2025Q3: 31,174 shares; 2025Q4: 32,417 shares 32,417 $1.18M 0.02% +1,243 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,132 shares; 2024Q4: 35,787 shares; 2025Q1: 23,952 shares; 2025Q2: 23,803 shares; 2025Q3: 23,158 shares; 2025Q4: 25,264 shares 25,264 $1.17M 0.02% +2,106 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 3,931 shares; 2025Q1: 6,183 shares; 2025Q2: 6,882 shares; 2025Q3: 7,115 shares; 2025Q4: 7,202 shares 7,202 $1.17M 0.02% +87 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 4,046 shares; 2025Q1: 4,293 shares; 2025Q2: 4,340 shares; 2025Q3: 5,785 shares; 2025Q4: 5,587 shares 5,587 $1.17M 0.02% -198 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,309 shares; 2025Q4: 23,008 shares 23,008 $1.16M 0.02% +1,699 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,177 shares; 2024Q4: 24,718 shares; 2025Q1: 15,255 shares; 2025Q2: 23,477 shares; 2025Q3: 21,523 shares; 2025Q4: 20,466 shares 20,466 $1.16M 0.02% -1,057 Timeline ARKK 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: restricted; 2024Q3: 10,984 shares; 2024Q4: 13,713 shares; 2025Q1: 16,626 shares; 2025Q2: 15,942 shares; 2025Q3: 20,693 shares; 2025Q4: 14,987 shares 14,987 $1.15M 0.02% -5,706 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,838 shares; 2024Q4: 34,106 shares; 2025Q1: 44,973 shares; 2025Q2: 29,755 shares; 2025Q3: 22,473 shares; 2025Q4: 22,818 shares 22,818 $1.15M 0.02% +345 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,154 shares; 2024Q4: 26,939 shares; 2025Q1: 31,887 shares; 2025Q2: 34,012 shares; 2025Q3: 34,736 shares; 2025Q4: 23,210 shares 23,210 $1.15M 0.02% -11,526 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,623 shares; 2024Q4: 24,651 shares; 2025Q1: 24,902 shares; 2025Q2: 24,709 shares; 2025Q3: 24,431 shares; 2025Q4: 24,650 shares 24,650 $1.15M 0.02% +219 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,585 shares; 2025Q1: 2,391 shares; 2025Q2: 4,334 shares; 2025Q3: 4,535 shares; 2025Q4: 5,080 shares 5,080 $1.14M 0.02% +545 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,934 shares; 2024Q4: 32,845 shares; 2025Q1: 32,886 shares; 2025Q2: 39,926 shares; 2025Q3: 44,680 shares; 2025Q4: 49,471 shares 49,471 $1.14M 0.02% +4,791 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,530 shares; 2024Q4: 28,239 shares; 2025Q1: 28,919 shares; 2025Q2: 28,928 shares; 2025Q3: 28,869 shares; 2025Q4: 29,862 shares 29,862 $1.13M 0.02% +993 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,835 shares; 2024Q4: 15,347 shares; 2025Q1: 15,381 shares; 2025Q2: 11,193 shares; 2025Q3: 11,382 shares; 2025Q4: 10,140 shares 10,140 $1.13M 0.02% -1,242 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,393 shares; 2024Q4: 8,370 shares; 2025Q1: 7,906 shares; 2025Q2: 8,001 shares; 2025Q3: 7,860 shares; 2025Q4: 7,927 shares 7,927 $1.12M 0.02% +67 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 2,706 shares; 2025Q1: 3,749 shares; 2025Q2: 4,502 shares; 2025Q3: 4,277 shares; 2025Q4: 11,258 shares 11,258 $1.12M 0.02% +6,981 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: 1,142 shares; 2025Q3: 1,207 shares; 2025Q4: 2,874 shares 2,874 $1.12M 0.02% +1,667 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 7,524 shares; 2025Q1: 7,959 shares; 2025Q2: 8,980 shares; 2025Q3: 9,155 shares; 2025Q4: 7,845 shares 7,845 $1.11M 0.02% -1,310 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,909 shares; 2025Q1: 9,961 shares; 2025Q2: 5,707 shares; 2025Q3: 6,523 shares; 2025Q4: 21,718 shares 21,718 $1.1M 0.02% +15,195 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: 2,869 shares; 2024Q4: 2,916 shares; 2025Q1: 2,483 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares 2,484 $1.1M 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,644 shares; 2025Q2: 7,871 shares; 2025Q3: 8,485 shares; 2025Q4: 9,756 shares 9,756 $1.1M 0.02% +1,271 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,384 shares; 2024Q4: 14,802 shares; 2025Q1: 14,912 shares; 2025Q2: 16,848 shares; 2025Q3: 16,285 shares; 2025Q4: 18,492 shares 18,492 $1.1M 0.02% +2,207 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,028 shares; 2024Q4: 19,038 shares; 2025Q1: 18,794 shares; 2025Q2: 24,318 shares; 2025Q3: 23,713 shares; 2025Q4: 23,456 shares 23,456 $1.1M 0.02% -257 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 11,444 shares; 2025Q1: 8,902 shares; 2025Q2: 8,326 shares; 2025Q3: 7,023 shares; 2025Q4: 6,974 shares 6,974 $1.09M 0.02% -49 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,259 shares; 2024Q4: 19,941 shares; 2025Q1: 19,980 shares; 2025Q2: 22,698 shares; 2025Q3: 18,877 shares; 2025Q4: 18,877 shares 18,877 $1.08M 0.02% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,455 shares; 2024Q4: 28,343 shares; 2025Q1: 27,022 shares; 2025Q2: 26,367 shares; 2025Q3: 25,464 shares; 2025Q4: 13,605 shares 13,605 $1.08M 0.02% -11,859 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,144 shares 43,144 $1.08M 0.02% new Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,571 shares; 2024Q4: 20,670 shares; 2025Q1: 19,797 shares; 2025Q2: 29,430 shares; 2025Q3: 27,370 shares; 2025Q4: 22,476 shares 22,476 $1.08M 0.02% -4,894 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,138 shares; 2024Q4: 34,535 shares; 2025Q1: 37,099 shares; 2025Q2: 38,981 shares; 2025Q3: 37,639 shares; 2025Q4: 41,088 shares 41,088 $1.08M 0.02% +3,449 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 11,324 shares; 2025Q1: 12,049 shares; 2025Q2: 11,086 shares; 2025Q3: 12,218 shares; 2025Q4: 11,338 shares 11,338 $1.08M 0.02% -880 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,504 shares 47,504 $1.07M 0.02% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 2,138 shares; 2025Q1: 2,939 shares; 2025Q2: 3,006 shares; 2025Q3: 3,499 shares; 2025Q4: 3,049 shares 3,049 $1.07M 0.02% -450 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,445 shares; 2025Q4: 30,316 shares 30,316 $1.07M 0.02% +6,871 Timeline