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: 582,713 shares; 2024Q4: 594,396 shares; 2025Q1: 603,561 shares; 2025Q2: 565,370 shares; 2025Q3: 574,974 shares; 2025Q4: 619,976 shares 619,976 $389M 11.34% +45,002 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: 972,457 shares; 2024Q4: 922,824 shares; 2025Q1: 895,205 shares; 2025Q2: 835,246 shares; 2025Q3: 813,960 shares; 2025Q4: 914,052 shares 914,052 $248M 7.25% +100,092 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: 1,011,489 shares; 2024Q4: 1,011,200 shares; 2025Q1: 1,002,715 shares; 2025Q2: 935,517 shares; 2025Q3: 922,470 shares; 2025Q4: 929,749 shares 929,749 $173M 5.06% +7,279 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: 215,918 shares; 2024Q4: 216,278 shares; 2025Q1: 218,547 shares; 2025Q2: 206,459 shares; 2025Q3: 203,786 shares; 2025Q4: 223,220 shares 223,220 $108M 3.15% +19,434 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: 117,498 shares; 2024Q4: 119,435 shares; 2025Q1: 119,972 shares; 2025Q2: 115,210 shares; 2025Q3: 112,631 shares; 2025Q4: 114,653 shares 114,653 $98.9M 2.88% +2,022 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: 450,086 shares; 2024Q4: 449,490 shares; 2025Q1: 455,635 shares; 2025Q2: 405,230 shares; 2025Q3: 405,842 shares; 2025Q4: 417,324 shares 417,324 $96.3M 2.81% +11,482 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: 85,789 shares; 2024Q4: 87,370 shares; 2025Q1: 93,043 shares; 2025Q2: 68,186 shares; 2025Q3: 70,363 shares; 2025Q4: 121,326 shares 121,326 $74.5M 2.17% +50,963 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: 177,821 shares; 2024Q4: 177,767 shares; 2025Q1: 181,501 shares; 2025Q2: 161,217 shares; 2025Q3: 164,041 shares; 2025Q4: 167,415 shares 167,415 $52.4M 1.53% +3,374 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: 112,327 shares; 2024Q4: 116,249 shares; 2025Q1: 121,385 shares; 2025Q2: 124,176 shares; 2025Q3: 133,398 shares; 2025Q4: 129,243 shares 129,243 $40.6M 1.18% -4,155 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: 47,413 shares; 2024Q4: 46,958 shares; 2025Q1: 52,145 shares; 2025Q2: 51,739 shares; 2025Q3: 53,305 shares; 2025Q4: 57,898 shares 57,898 $39.5M 1.15% +4,593 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: 47,944 shares; 2024Q4: 47,126 shares; 2025Q1: 52,095 shares; 2025Q2: 49,679 shares; 2025Q3: 49,943 shares; 2025Q4: 58,084 shares 58,084 $38.3M 1.12% +8,141 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: 70,345 shares; 2024Q4: 68,292 shares; 2025Q1: 76,337 shares; 2025Q2: 72,510 shares; 2025Q3: 74,483 shares; 2025Q4: 81,650 shares 81,650 $36.7M 1.07% +7,167 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: 182,132 shares; 2024Q4: 197,638 shares; 2025Q1: 232,601 shares; 2025Q2: 273,695 shares; 2025Q3: 302,744 shares; 2025Q4: 314,596 shares 314,596 $31.6M 0.92% +11,852 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: 171,508 shares; 2024Q4: 176,582 shares; 2025Q1: 230,052 shares; 2025Q2: 208,154 shares; 2025Q3: 164,204 shares; 2025Q4: 173,817 shares 173,817 $30.9M 0.9% +9,613 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: 86,474 shares; 2024Q4: 84,763 shares; 2025Q1: 89,007 shares; 2025Q2: 86,029 shares; 2025Q3: 84,886 shares; 2025Q4: 89,409 shares 89,409 $28.8M 0.84% +4,523 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: 51,917 shares; 2024Q4: 51,510 shares; 2025Q1: 52,984 shares; 2025Q2: 54,421 shares; 2025Q3: 50,633 shares; 2025Q4: 51,700 shares 51,700 $26M 0.76% +1,067 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332,717 shares; 2025Q3: 703,406 shares; 2025Q4: 814,241 shares 814,241 $25.7M 0.75% +110,835 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: 56,231 shares; 2024Q4: 57,059 shares; 2025Q1: 61,879 shares; 2025Q2: 64,620 shares; 2025Q3: 67,030 shares; 2025Q4: 70,661 shares 70,661 $24.5M 0.71% +3,631 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: 67,854 shares; 2024Q4: 69,891 shares; 2025Q1: 71,627 shares; 2025Q2: 28,364 shares; 2025Q3: 29,085 shares; 2025Q4: 32,235 shares 32,235 $22.1M 0.64% +3,150 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: 61,395 shares; 2024Q4: 62,348 shares; 2025Q1: 61,960 shares; 2025Q2: 62,589 shares; 2025Q3: 63,212 shares; 2025Q4: 62,674 shares 62,674 $22M 0.64% -538 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: 20,559 shares; 2024Q4: 18,200 shares; 2025Q1: 17,537 shares; 2025Q2: 15,913 shares; 2025Q3: 16,429 shares; 2025Q4: 18,074 shares 18,074 $19.4M 0.57% +1,645 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: 53,857 shares; 2024Q4: 58,791 shares; 2025Q1: 62,067 shares; 2025Q2: 60,516 shares; 2025Q3: 60,071 shares; 2025Q4: 64,419 shares 64,419 $19.1M 0.56% +4,348 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: 52,053 shares; 2024Q4: 51,400 shares; 2025Q1: 51,589 shares; 2025Q2: 50,569 shares; 2025Q3: 54,662 shares; 2025Q4: 54,899 shares 54,899 $18.9M 0.55% +237 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: 110,509 shares; 2024Q4: 118,066 shares; 2025Q1: 110,524 shares; 2025Q2: 106,107 shares; 2025Q3: 100,246 shares; 2025Q4: 122,811 shares 122,811 $18.7M 0.55% +22,565 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: 81,961 shares; 2024Q4: 83,877 shares; 2025Q1: 85,994 shares; 2025Q2: 78,161 shares; 2025Q3: 84,256 shares; 2025Q4: 85,939 shares 85,939 $18.4M 0.54% +1,683 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: 90,034 shares; 2024Q4: 90,232 shares; 2025Q1: 83,032 shares; 2025Q2: 77,203 shares; 2025Q3: 77,950 shares; 2025Q4: 80,537 shares 80,537 $18.4M 0.54% +2,587 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,366 shares; 2024Q4: 781,202 shares; 2025Q1: 867,485 shares; 2025Q2: 698,725 shares; 2025Q3: 689,912 shares; 2025Q4: 737,797 shares 737,797 $16.7M 0.49% +47,885 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: 15,228 shares; 2024Q4: 15,357 shares; 2025Q1: 15,772 shares; 2025Q2: 16,082 shares; 2025Q3: 16,727 shares; 2025Q4: 164,663 shares 164,663 $15.4M 0.45% +147,936 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: 32,600 shares; 2024Q4: 31,463 shares; 2025Q1: 31,310 shares; 2025Q2: 29,882 shares; 2025Q3: 29,936 shares; 2025Q4: 44,211 shares 44,211 $14.8M 0.43% +14,275 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,485 shares; 2024Q4: 106,972 shares; 2025Q1: 117,992 shares; 2025Q2: 110,676 shares; 2025Q3: 116,657 shares; 2025Q4: 129,397 shares 129,397 $14.4M 0.42% +12,740 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: 190,824 shares; 2024Q4: 195,006 shares; 2025Q1: 191,853 shares; 2025Q2: 187,506 shares; 2025Q3: 170,435 shares; 2025Q4: 186,823 shares 186,823 $14.4M 0.42% +16,388 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: 120,855 shares; 2024Q4: 127,457 shares; 2025Q1: 120,098 shares; 2025Q2: 98,595 shares; 2025Q3: 102,861 shares; 2025Q4: 117,355 shares 117,355 $14.1M 0.41% +14,494 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: 23,113 shares; 2024Q4: 24,926 shares; 2025Q1: 25,118 shares; 2025Q2: 25,851 shares; 2025Q3: 25,313 shares; 2025Q4: 24,494 shares 24,494 $14M 0.41% -819 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: 10,429 shares; 2024Q4: 8,026 shares; 2025Q1: 7,766 shares; 2025Q2: 7,399 shares; 2025Q3: 8,136 shares; 2025Q4: 29,029 shares 29,029 $14M 0.41% +20,893 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: 55,547 shares; 2024Q4: 56,791 shares; 2025Q1: 57,782 shares; 2025Q2: 54,132 shares; 2025Q3: 60,770 shares; 2025Q4: 64,630 shares 64,630 $13.4M 0.39% +3,860 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: 174,111 shares; 2024Q4: 170,764 shares; 2025Q1: 172,978 shares; 2025Q2: 171,379 shares; 2025Q3: 188,182 shares; 2025Q4: 242,216 shares 242,216 $13.3M 0.39% +54,034 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: 352,260 shares; 2024Q4: 415,998 shares; 2025Q1: 481,701 shares; 2025Q2: 199,446 shares; 2025Q3: 239,488 shares; 2025Q4: 301,920 shares 301,920 $13.2M 0.38% +62,432 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: 50,851 shares; 2024Q4: 53,953 shares; 2025Q1: 55,572 shares; 2025Q2: 57,094 shares; 2025Q3: 52,669 shares; 2025Q4: 65,474 shares 65,474 $12.8M 0.37% +12,805 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: 74,529 shares; 2024Q4: 73,903 shares; 2025Q1: 72,029 shares; 2025Q2: 67,959 shares; 2025Q3: 70,978 shares; 2025Q4: 112,134 shares 112,134 $12.8M 0.37% +41,156 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: 42,200 shares; 2024Q4: 55,395 shares; 2025Q1: 57,814 shares; 2025Q2: 58,467 shares; 2025Q3: 46,216 shares; 2025Q4: 66,344 shares 66,344 $12.7M 0.37% +20,128 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: 30,185 shares; 2024Q4: 62,182 shares; 2025Q1: 62,828 shares; 2025Q2: 47,679 shares; 2025Q3: 60,382 shares; 2025Q4: 67,109 shares 67,109 $12.4M 0.36% +6,727 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: 16,528 shares; 2024Q4: 19,321 shares; 2025Q1: 18,853 shares; 2025Q2: 18,043 shares; 2025Q3: 16,426 shares; 2025Q4: 21,322 shares 21,322 $12.2M 0.36% +4,896 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: 53,928 shares; 2024Q4: 52,257 shares; 2025Q1: 52,149 shares; 2025Q2: 53,390 shares; 2025Q3: 52,984 shares; 2025Q4: 70,374 shares 70,374 $12M 0.35% +17,390 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: 48,766 shares; 2024Q4: 46,787 shares; 2025Q1: 54,461 shares; 2025Q2: 54,562 shares; 2025Q3: 54,187 shares; 2025Q4: 102,382 shares 102,382 $11.9M 0.35% +48,195 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: 63,857 shares; 2024Q4: 70,313 shares; 2025Q1: 72,138 shares; 2025Q2: 68,102 shares; 2025Q3: 72,692 shares; 2025Q4: 81,994 shares 81,994 $11.8M 0.34% +9,302 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: 44,613 shares; 2024Q4: 42,526 shares; 2025Q1: 42,325 shares; 2025Q2: 42,762 shares; 2025Q3: 40,599 shares; 2025Q4: 51,180 shares 51,180 $11.1M 0.32% +10,581 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: 19,670 shares; 2024Q4: 19,312 shares; 2025Q1: 19,200 shares; 2025Q2: 21,853 shares; 2025Q3: 23,264 shares; 2025Q4: 26,549 shares 26,549 $10.5M 0.31% +3,285 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: 190,865 shares; 2024Q4: 208,285 shares; 2025Q1: 195,520 shares; 2025Q2: 211,495 shares; 2025Q3: 186,056 shares; 2025Q4: 183,284 shares 183,284 $10.5M 0.31% -2,772 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: 34,348 shares; 2024Q4: 38,529 shares; 2025Q1: 39,515 shares; 2025Q2: 38,767 shares; 2025Q3: 46,004 shares; 2025Q4: 53,168 shares 53,168 $9.75M 0.28% +7,164 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: 32,558 shares; 2024Q4: 33,025 shares; 2025Q1: 30,442 shares; 2025Q2: 26,906 shares; 2025Q3: 28,463 shares; 2025Q4: 29,785 shares 29,785 $9.75M 0.28% +1,322 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,743 shares; 2024Q4: 275,864 shares; 2025Q1: 271,826 shares; 2025Q2: 273,156 shares; 2025Q3: 277,656 shares; 2025Q4: 274,136 shares 274,136 $9.33M 0.27% -3,520 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: 19,747 shares; 2024Q4: 25,372 shares; 2025Q1: 18,294 shares; 2025Q2: 27,864 shares; 2025Q3: 29,007 shares; 2025Q4: 28,129 shares 28,129 $9.29M 0.27% -878 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: 17,883 shares; 2024Q4: 26,269 shares; 2025Q1: 25,499 shares; 2025Q2: 25,510 shares; 2025Q3: 18,115 shares; 2025Q4: 18,975 shares 18,975 $9.26M 0.27% +860 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: 26,363 shares; 2024Q4: 27,649 shares; 2025Q1: 27,151 shares; 2025Q2: 25,393 shares; 2025Q3: 28,479 shares; 2025Q4: 29,757 shares 29,757 $9.1M 0.27% +1,278 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: 25,903 shares; 2024Q4: 24,134 shares; 2025Q1: 25,364 shares; 2025Q2: 23,553 shares; 2025Q3: 23,260 shares; 2025Q4: 61,321 shares 61,321 $8.83M 0.26% +38,061 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: 24,779 shares; 2024Q4: 23,003 shares; 2025Q1: 22,754 shares; 2025Q2: 22,068 shares; 2025Q3: 22,954 shares; 2025Q4: 23,702 shares 23,702 $8.77M 0.26% +748 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: 13,701 shares; 2024Q4: 14,015 shares; 2025Q1: 13,499 shares; 2025Q2: 13,647 shares; 2025Q3: 13,790 shares; 2025Q4: 13,863 shares 13,863 $7.85M 0.23% +73 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: 47,501 shares; 2024Q4: 52,824 shares; 2025Q1: 68,724 shares; 2025Q2: 62,232 shares; 2025Q3: 64,019 shares; 2025Q4: 64,364 shares 64,364 $7.84M 0.23% +345 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: 16,467 shares; 2024Q4: 16,615 shares; 2025Q1: 16,945 shares; 2025Q2: 17,896 shares; 2025Q3: 21,187 shares; 2025Q4: 23,054 shares 23,054 $7.76M 0.23% +1,867 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,966 shares; 2024Q4: 843,963 shares; 2025Q1: 1,439,148 shares; 2025Q2: 2,416,724 shares; 2025Q3: 326,258 shares; 2025Q4: 1,939,041 shares 1,939,041 $7.43M 0.22% +1,612,783 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: 6,906 shares; 2024Q4: 7,775 shares; 2025Q1: 8,850 shares; 2025Q2: 8,253 shares; 2025Q3: 7,467 shares; 2025Q4: 8,339 shares 8,339 $7.33M 0.21% +872 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: 45,387 shares; 2024Q4: 46,885 shares; 2025Q1: 46,777 shares; 2025Q2: 42,156 shares; 2025Q3: 48,498 shares; 2025Q4: 57,421 shares 57,421 $7.19M 0.21% +8,923 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: 41,030 shares; 2024Q4: 40,489 shares; 2025Q1: 39,608 shares; 2025Q2: 41,831 shares; 2025Q3: 42,620 shares; 2025Q4: 50,041 shares 50,041 $7.18M 0.21% +7,421 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: 95,973 shares; 2024Q4: 72,522 shares; 2025Q1: 94,721 shares; 2025Q2: 110,100 shares; 2025Q3: 126,090 shares; 2025Q4: 133,093 shares 133,093 $7.16M 0.21% +7,003 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: 17,108 shares; 2024Q4: 16,648 shares; 2025Q1: 18,416 shares; 2025Q2: 18,081 shares; 2025Q3: 19,897 shares; 2025Q4: 23,508 shares 23,508 $7.14M 0.21% +3,611 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: 4,015 shares; 2024Q4: 3,968 shares; 2025Q1: 4,841 shares; 2025Q2: 5,783 shares; 2025Q3: 6,107 shares; 2025Q4: 10,879 shares 10,879 $7.11M 0.21% +4,772 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,142 shares; 2024Q4: 104,165 shares; 2025Q1: 81,023 shares; 2025Q2: 148,084 shares; 2025Q3: 155,449 shares; 2025Q4: 170,548 shares 170,548 $7.04M 0.21% +15,099 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: 133,300 shares; 2024Q4: 124,507 shares; 2025Q1: 117,518 shares; 2025Q2: 119,066 shares; 2025Q3: 140,981 shares; 2025Q4: 169,790 shares 169,790 $6.92M 0.2% +28,809 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: 13,568 shares; 2024Q4: 16,064 shares; 2025Q1: 16,252 shares; 2025Q2: 16,772 shares; 2025Q3: 20,245 shares; 2025Q4: 21,973 shares 21,973 $6.86M 0.2% +1,728 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,746 shares; 2024Q4: 58,984 shares; 2025Q1: 64,866 shares; 2025Q2: 81,514 shares; 2025Q3: 65,930 shares; 2025Q4: 66,786 shares 66,786 $6.7M 0.2% +856 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: 103,142 shares; 2024Q4: 106,849 shares; 2025Q1: 106,552 shares; 2025Q2: 100,614 shares; 2025Q3: 91,008 shares; 2025Q4: 92,011 shares 92,011 $6.43M 0.19% +1,003 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: 85,857 shares; 2024Q4: 79,075 shares; 2025Q1: 95,480 shares; 2025Q2: 108,632 shares; 2025Q3: 119,751 shares; 2025Q4: 102,846 shares 102,846 $6.42M 0.19% -16,905 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,872 shares; 2024Q4: 61,918 shares; 2025Q1: 93,928 shares; 2025Q2: 79,325 shares; 2025Q3: 56,530 shares; 2025Q4: 57,103 shares 57,103 $6.29M 0.18% +573 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,679 shares; 2024Q4: 260,880 shares; 2025Q1: 275,866 shares; 2025Q2: 166,343 shares; 2025Q3: 216,190 shares; 2025Q4: 221,908 shares 221,908 $6.27M 0.18% +5,718 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,259 shares; 2024Q4: 24,746 shares; 2025Q1: 28,991 shares; 2025Q2: 74,283 shares; 2025Q3: 57,664 shares; 2025Q4: 67,616 shares 67,616 $6.25M 0.18% +9,952 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: 29,854 shares; 2024Q4: 28,898 shares; 2025Q1: 30,337 shares; 2025Q2: 26,234 shares; 2025Q3: 24,265 shares; 2025Q4: 23,442 shares 23,442 $6.21M 0.18% -823 Timeline PPIH PERMA-PIPE INTL HLDGS INC More: the full row for PERMA-PIPE INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,398 shares; 2024Q4: 376,953 shares; 2025Q1: 365,709 shares; 2025Q2: 279,256 shares; 2025Q3: 230,526 shares; 2025Q4: 204,305 shares 204,305 $6.2M 0.18% -26,221 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,618 shares; 2024Q4: 32,879 shares; 2025Q1: 33,860 shares; 2025Q2: 33,307 shares; 2025Q3: 31,285 shares; 2025Q4: 35,944 shares 35,944 $6.19M 0.18% +4,659 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,803 shares; 2025Q1: 66,914 shares; 2025Q2: 177,433 shares; 2025Q3: 251,062 shares; 2025Q4: 260,525 shares 260,525 $6.18M 0.18% +9,463 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: 51,424 shares; 2024Q4: 57,671 shares; 2025Q1: 57,744 shares; 2025Q2: 51,420 shares; 2025Q3: 64,158 shares; 2025Q4: 76,496 shares 76,496 $6.14M 0.18% +12,338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 352,154 shares; 2025Q3: 77,098 shares; 2025Q4: 120,306 shares 120,306 $6.07M 0.18% +43,208 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: 14,414 shares; 2024Q4: 13,303 shares; 2025Q1: 14,885 shares; 2025Q2: 14,621 shares; 2025Q3: 14,431 shares; 2025Q4: 16,399 shares 16,399 $5.91M 0.17% +1,968 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,779 shares; 2025Q1: 9,374 shares; 2025Q2: 9,858 shares; 2025Q3: 10,278 shares; 2025Q4: 82,714 shares 82,714 $5.87M 0.17% +72,436 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: 20,789 shares; 2024Q4: 19,814 shares; 2025Q1: 20,107 shares; 2025Q2: 8,087 shares; 2025Q3: 10,181 shares; 2025Q4: 12,453 shares 12,453 $5.84M 0.17% +2,272 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: 3,321 shares; 2024Q4: 30,208 shares; 2025Q1: 31,103 shares; 2025Q2: 30,414 shares; 2025Q3: 33,106 shares; 2025Q4: 58,181 shares 58,181 $5.77M 0.17% +25,075 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: 22,904 shares; 2024Q4: 26,831 shares; 2025Q1: 26,727 shares; 2025Q2: 27,654 shares; 2025Q3: 33,211 shares; 2025Q4: 36,012 shares 36,012 $5.64M 0.16% +2,801 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: 66,000 shares; 2024Q4: 67,834 shares; 2025Q1: 61,637 shares; 2025Q2: 57,217 shares; 2025Q3: 53,865 shares; 2025Q4: 53,472 shares 53,472 $5.63M 0.16% -393 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,118 shares; 2025Q1: 3,346 shares; 2025Q2: 3,350 shares; 2025Q3: 4,767 shares; 2025Q4: 5,219 shares 5,219 $5.59M 0.16% +452 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: 45,591 shares; 2024Q4: 51,972 shares; 2025Q1: 65,384 shares; 2025Q2: 73,491 shares; 2025Q3: 70,708 shares; 2025Q4: 127,442 shares 127,442 $5.44M 0.16% +56,734 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: 109,045 shares; 2024Q4: 121,535 shares; 2025Q1: 128,921 shares; 2025Q2: 240,054 shares; 2025Q3: 257,080 shares; 2025Q4: 258,710 shares 258,710 $5.43M 0.16% +1,630 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,496 shares; 2024Q4: 50,214 shares; 2025Q1: 66,736 shares; 2025Q2: 74,465 shares; 2025Q3: 86,375 shares; 2025Q4: 141,451 shares 141,451 $5.41M 0.16% +55,076 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,460 shares; 2024Q4: 34,482 shares; 2025Q1: 35,793 shares; 2025Q2: 35,707 shares; 2025Q3: 45,798 shares; 2025Q4: 54,189 shares 54,189 $5.21M 0.15% +8,391 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: 6,615 shares; 2024Q4: 6,980 shares; 2025Q1: 7,000 shares; 2025Q2: 7,021 shares; 2025Q3: 6,760 shares; 2025Q4: 33,446 shares 33,446 $5.12M 0.15% +26,686 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: 44,303 shares; 2024Q4: 136,952 shares; 2025Q1: 136,880 shares; 2025Q2: 177,086 shares; 2025Q3: 183,373 shares; 2025Q4: 186,559 shares 186,559 $5.12M 0.15% +3,186 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,279 shares; 2024Q4: 57,017 shares; 2025Q1: 49,666 shares; 2025Q2: 51,838 shares; 2025Q3: 49,609 shares; 2025Q4: 48,979 shares 48,979 $5.1M 0.15% -630 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: 121,908 shares; 2024Q4: 124,809 shares; 2025Q1: 139,148 shares; 2025Q2: 147,570 shares; 2025Q3: 139,399 shares; 2025Q4: 148,126 shares 148,126 $5.08M 0.15% +8,727 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: 19,247 shares; 2024Q4: 15,567 shares; 2025Q1: 16,526 shares; 2025Q2: 17,739 shares; 2025Q3: 14,658 shares; 2025Q4: 14,685 shares 14,685 $5.04M 0.15% +27 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: 51,775 shares; 2024Q4: 52,061 shares; 2025Q1: 81,177 shares; 2025Q2: 52,045 shares; 2025Q3: 52,053 shares; 2025Q4: 54,021 shares 54,021 $5.04M 0.15% +1,968 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: 8,687 shares; 2024Q4: 9,433 shares; 2025Q1: 9,665 shares; 2025Q2: 9,127 shares; 2025Q3: 9,789 shares; 2025Q4: 10,635 shares 10,635 $5.03M 0.15% +846 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 4,212 shares; 2025Q1: 3,893 shares; 2025Q2: 4,017 shares; 2025Q3: 4,017 shares; 2025Q4: 4,125 shares 4,125 $5.01M 0.15% +108 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: 92,482 shares; 2024Q4: 90,472 shares; 2025Q1: 91,647 shares; 2025Q2: 72,480 shares; 2025Q3: 65,046 shares; 2025Q4: 71,605 shares 71,605 $4.97M 0.15% +6,559 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: 17,995 shares; 2024Q4: 21,074 shares; 2025Q1: 21,720 shares; 2025Q2: 4,595 shares; 2025Q3: 6,338 shares; 2025Q4: 6,582 shares 6,582 $4.96M 0.14% +244 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: 48,412 shares; 2024Q4: 50,195 shares; 2025Q1: 48,823 shares; 2025Q2: 51,192 shares; 2025Q3: 52,091 shares; 2025Q4: 56,867 shares 56,867 $4.96M 0.14% +4,776 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: 14,472 shares; 2024Q4: 14,624 shares; 2025Q1: 15,121 shares; 2025Q2: 14,878 shares; 2025Q3: 17,949 shares; 2025Q4: 21,337 shares 21,337 $4.94M 0.14% +3,388 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: 23,205 shares; 2024Q4: 22,641 shares; 2025Q1: 21,686 shares; 2025Q2: 18,959 shares; 2025Q3: 17,452 shares; 2025Q4: 17,225 shares 17,225 $4.92M 0.14% -227 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: 44,962 shares; 2024Q4: 39,336 shares; 2025Q1: 41,284 shares; 2025Q2: 38,220 shares; 2025Q3: 27,043 shares; 2025Q4: 98,146 shares 98,146 $4.91M 0.14% +71,103 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: 210,723 shares; 2024Q4: 217,520 shares; 2025Q1: 196,652 shares; 2025Q2: 168,638 shares; 2025Q3: 75,857 shares; 2025Q4: 81,427 shares 81,427 $4.9M 0.14% +5,570 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: 204,157 shares; 2024Q4: 217,336 shares; 2025Q1: 205,345 shares; 2025Q2: 170,311 shares; 2025Q3: 185,152 shares; 2025Q4: 197,189 shares 197,189 $4.9M 0.14% +12,037 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: 196,541 shares; 2024Q4: 202,238 shares; 2025Q1: 181,026 shares; 2025Q2: 169,270 shares; 2025Q3: 173,586 shares; 2025Q4: 192,768 shares 192,768 $4.8M 0.14% +19,182 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: 49,432 shares; 2024Q4: 46,978 shares; 2025Q1: 56,628 shares; 2025Q2: 61,246 shares; 2025Q3: 63,771 shares; 2025Q4: 66,986 shares 66,986 $4.79M 0.14% +3,215 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,763 shares; 2024Q4: 251,243 shares; 2025Q1: 242,581 shares; 2025Q2: 220,815 shares; 2025Q3: 177,663 shares; 2025Q4: 117,287 shares 117,287 $4.75M 0.14% -60,376 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 3,602 shares; 2025Q1: 3,787 shares; 2025Q2: 4,478 shares; 2025Q3: 13,086 shares; 2025Q4: 14,622 shares 14,622 $4.74M 0.14% +1,536 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: 31,852 shares; 2024Q4: 33,631 shares; 2025Q1: 38,455 shares; 2025Q2: 34,671 shares; 2025Q3: 36,130 shares; 2025Q4: 38,460 shares 38,460 $4.62M 0.13% +2,330 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: 13,761 shares; 2024Q4: 15,630 shares; 2025Q1: 17,859 shares; 2025Q2: 27,193 shares; 2025Q3: 26,787 shares; 2025Q4: 29,427 shares 29,427 $4.52M 0.13% +2,640 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,892 shares; 2024Q4: 6,498 shares; 2025Q1: 6,351 shares; 2025Q2: 6,741 shares; 2025Q3: 13,088 shares; 2025Q4: 16,608 shares 16,608 $4.5M 0.13% +3,520 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: 9,239 shares; 2025Q2: 43,757 shares; 2025Q3: 29,547 shares; 2025Q4: 39,718 shares 39,718 $4.49M 0.13% +10,171 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,115 shares; 2024Q4: 20,864 shares; 2025Q1: 24,882 shares; 2025Q2: 23,616 shares; 2025Q3: 34,413 shares; 2025Q4: 70,396 shares 70,396 $4.49M 0.13% +35,983 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 822 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 820 shares; 2025Q4: 828 shares 828 $4.44M 0.13% +8 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: 31,837 shares; 2024Q4: 42,782 shares; 2025Q1: 58,792 shares; 2025Q2: 51,592 shares; 2025Q3: 58,756 shares; 2025Q4: 53,960 shares 53,960 $4.38M 0.13% -4,796 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: 9,467 shares; 2024Q4: 8,912 shares; 2025Q1: 9,230 shares; 2025Q2: 9,136 shares; 2025Q3: 8,706 shares; 2025Q4: 8,955 shares 8,955 $4.33M 0.13% +249 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: 13,358 shares; 2024Q4: 13,345 shares; 2025Q1: 13,845 shares; 2025Q2: 12,702 shares; 2025Q3: 12,977 shares; 2025Q4: 13,921 shares 13,921 $4.29M 0.13% +944 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,740 shares; 2025Q2: 33,515 shares; 2025Q3: 47,227 shares; 2025Q4: 92,495 shares 92,495 $4.26M 0.12% +45,268 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: 43,935 shares; 2024Q4: 40,622 shares; 2025Q1: 40,842 shares; 2025Q2: 37,564 shares; 2025Q3: 39,327 shares; 2025Q4: 46,419 shares 46,419 $4.24M 0.12% +7,092 Timeline FAD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,204 shares 26,204 $4.24M 0.12% new 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: 9,638 shares; 2024Q4: 10,422 shares; 2025Q1: 10,105 shares; 2025Q2: 10,815 shares; 2025Q3: 13,018 shares; 2025Q4: 13,279 shares 13,279 $4.23M 0.12% +261 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,245 shares; 2024Q4: 82,711 shares; 2025Q1: 80,918 shares; 2025Q2: 86,388 shares; 2025Q3: 85,694 shares; 2025Q4: 82,964 shares 82,964 $4.22M 0.12% -2,730 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,437 shares; 2024Q4: 33,350 shares; 2025Q1: 33,517 shares; 2025Q2: 46,489 shares; 2025Q3: 72,720 shares; 2025Q4: 94,622 shares 94,622 $4.2M 0.12% +21,902 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: 60,599 shares; 2024Q4: 57,835 shares; 2025Q1: 47,336 shares; 2025Q2: 55,226 shares; 2025Q3: 67,247 shares; 2025Q4: 77,235 shares 77,235 $4.12M 0.12% +9,988 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: 14,550 shares; 2024Q4: 14,530 shares; 2025Q1: 14,149 shares; 2025Q2: 12,405 shares; 2025Q3: 13,758 shares; 2025Q4: 16,685 shares 16,685 $4.11M 0.12% +2,927 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,883 shares; 2024Q4: 16,047 shares; 2025Q1: 16,048 shares; 2025Q2: 16,262 shares; 2025Q3: 14,639 shares; 2025Q4: 162,915 shares 162,915 $4.1M 0.12% +148,276 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: 15,698 shares; 2024Q4: 15,621 shares; 2025Q1: 15,143 shares; 2025Q2: 14,664 shares; 2025Q3: 13,181 shares; 2025Q4: 11,459 shares 11,459 $4.01M 0.12% -1,722 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: 9,171 shares; 2024Q4: 9,427 shares; 2025Q1: 9,105 shares; 2025Q2: 8,904 shares; 2025Q3: 8,624 shares; 2025Q4: 8,599 shares 8,599 $4M 0.12% -25 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,786 shares; 2024Q4: 7,671 shares; 2025Q1: 8,020 shares; 2025Q2: 8,502 shares; 2025Q3: 8,449 shares; 2025Q4: 8,435 shares 8,435 $3.96M 0.12% -14 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: 28,597 shares; 2024Q4: 23,138 shares; 2025Q1: 23,717 shares; 2025Q2: 25,962 shares; 2025Q3: 24,219 shares; 2025Q4: 25,493 shares 25,493 $3.93M 0.11% +1,274 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,753 shares; 2024Q4: 21,283 shares; 2025Q1: 18,090 shares; 2025Q2: 19,165 shares; 2025Q3: 24,765 shares; 2025Q4: 45,657 shares 45,657 $3.92M 0.11% +20,892 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,725 shares; 2024Q4: 7,087 shares; 2025Q1: 7,049 shares; 2025Q2: 6,918 shares; 2025Q3: 6,434 shares; 2025Q4: 6,455 shares 6,455 $3.9M 0.11% +21 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: 14,941 shares; 2024Q4: 15,108 shares; 2025Q1: 14,841 shares; 2025Q2: 12,692 shares; 2025Q3: 14,730 shares; 2025Q4: 16,116 shares 16,116 $3.89M 0.11% +1,386 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,003 shares; 2025Q1: 2,000 shares; 2025Q2: 2,047 shares; 2025Q3: 1,921 shares; 2025Q4: 1,924 shares 1,924 $3.88M 0.11% +3 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,775 shares; 2024Q4: 49,106 shares; 2025Q1: 50,177 shares; 2025Q2: 54,226 shares; 2025Q3: 52,801 shares; 2025Q4: 45,619 shares 45,619 $3.84M 0.11% -7,182 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: 56,179 shares; 2024Q4: 56,592 shares; 2025Q1: 55,121 shares; 2025Q2: 48,994 shares; 2025Q3: 46,897 shares; 2025Q4: 84,765 shares 84,765 $3.79M 0.11% +37,868 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: 38,346 shares; 2024Q4: 39,799 shares; 2025Q1: 43,834 shares; 2025Q2: 39,704 shares; 2025Q3: 45,946 shares; 2025Q4: 46,351 shares 46,351 $3.79M 0.11% +405 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: 8,246 shares; 2024Q4: 9,988 shares; 2025Q1: 9,093 shares; 2025Q2: 7,914 shares; 2025Q3: 7,368 shares; 2025Q4: 14,672 shares 14,672 $3.79M 0.11% +7,304 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: 18,916 shares; 2024Q4: 16,549 shares; 2025Q1: 15,439 shares; 2025Q2: 15,849 shares; 2025Q3: 22,941 shares; 2025Q4: 28,929 shares 28,929 $3.73M 0.11% +5,988 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: 12,677 shares; 2024Q4: 13,258 shares; 2025Q1: 12,726 shares; 2025Q2: 12,646 shares; 2025Q3: 17,439 shares; 2025Q4: 19,105 shares 19,105 $3.73M 0.11% +1,666 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: 62,198 shares; 2024Q4: 63,442 shares; 2025Q1: 64,731 shares; 2025Q2: 65,916 shares; 2025Q3: 66,389 shares; 2025Q4: 119,988 shares 119,988 $3.71M 0.11% +53,599 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: 10,013 shares; 2024Q4: 15,082 shares; 2025Q1: 15,298 shares; 2025Q2: 16,586 shares; 2025Q3: 16,472 shares; 2025Q4: 19,244 shares 19,244 $3.69M 0.11% +2,772 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: 55,768 shares; 2024Q4: 57,386 shares; 2025Q1: 55,604 shares; 2025Q2: 56,957 shares; 2025Q3: 54,858 shares; 2025Q4: 67,060 shares 67,060 $3.62M 0.11% +12,202 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: 77,269 shares; 2024Q4: 89,222 shares; 2025Q1: 93,622 shares; 2025Q2: 80,294 shares; 2025Q3: 69,169 shares; 2025Q4: 60,887 shares 60,887 $3.54M 0.1% -8,282 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,366 shares; 2024Q4: 82,051 shares; 2025Q1: 86,476 shares; 2025Q2: 91,531 shares; 2025Q3: 84,243 shares; 2025Q4: 86,908 shares 86,908 $3.53M 0.1% +2,665 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: 3,298 shares; 2024Q4: 3,681 shares; 2025Q1: 3,873 shares; 2025Q2: 4,400 shares; 2025Q3: 6,701 shares; 2025Q4: 8,185 shares 8,185 $3.49M 0.1% +1,484 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: 12,949 shares; 2024Q4: 12,593 shares; 2025Q1: 13,234 shares; 2025Q2: 12,475 shares; 2025Q3: 17,636 shares; 2025Q4: 22,784 shares 22,784 $3.49M 0.1% +5,148 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,461 shares; 2024Q4: 23,286 shares; 2025Q1: 22,102 shares; 2025Q2: 22,846 shares; 2025Q3: 23,333 shares; 2025Q4: 23,206 shares 23,206 $3.46M 0.1% -127 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: 20,454 shares; 2024Q4: 19,616 shares; 2025Q1: 18,885 shares; 2025Q2: 26,676 shares; 2025Q3: 35,571 shares; 2025Q4: 45,642 shares 45,642 $3.44M 0.1% +10,071 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,857 shares; 2025Q3: 12,079 shares; 2025Q4: 84,482 shares 84,482 $3.39M 0.1% +72,403 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,474 shares; 2025Q1: 58,610 shares; 2025Q2: 82,562 shares; 2025Q3: 81,749 shares; 2025Q4: 81,204 shares 81,204 $3.38M 0.1% -545 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: 40,257 shares; 2024Q4: 42,323 shares; 2025Q1: 37,649 shares; 2025Q2: 39,547 shares; 2025Q3: 35,747 shares; 2025Q4: 38,158 shares 38,158 $3.38M 0.1% +2,411 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: 23,341 shares; 2024Q4: 26,539 shares; 2025Q1: 32,146 shares; 2025Q2: 32,018 shares; 2025Q3: 30,051 shares; 2025Q4: 31,429 shares 31,429 $3.37M 0.1% +1,378 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: 17,164 shares; 2024Q4: 25,229 shares; 2025Q1: 34,371 shares; 2025Q2: 37,752 shares; 2025Q3: 43,296 shares; 2025Q4: 55,892 shares 55,892 $3.31M 0.1% +12,596 Timeline MTBA 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: 21,024 shares; 2024Q4: 18,729 shares; 2025Q1: 22,934 shares; 2025Q2: 31,879 shares; 2025Q3: 49,665 shares; 2025Q4: 65,183 shares 65,183 $3.29M 0.1% +15,518 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: 9,661 shares; 2024Q4: 10,319 shares; 2025Q1: 9,870 shares; 2025Q2: 10,188 shares; 2025Q3: 19,197 shares; 2025Q4: 24,749 shares 24,749 $3.29M 0.1% +5,552 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 3,633 shares; 2025Q1: 4,052 shares; 2025Q2: 4,206 shares; 2025Q3: 5,691 shares; 2025Q4: 5,741 shares 5,741 $3.27M 0.1% +50 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: 9,034 shares; 2024Q4: 8,197 shares; 2025Q1: 26,448 shares; 2025Q2: 45,064 shares; 2025Q3: 44,329 shares; 2025Q4: 64,540 shares 64,540 $3.27M 0.1% +20,211 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 5,127 shares; 2025Q1: 5,597 shares; 2025Q2: 6,401 shares; 2025Q3: 7,131 shares; 2025Q4: 40,617 shares 40,617 $3.26M 0.1% +33,486 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: 37,562 shares; 2024Q4: 42,884 shares; 2025Q1: 49,196 shares; 2025Q2: 53,751 shares; 2025Q3: 55,202 shares; 2025Q4: 59,408 shares 59,408 $3.25M 0.09% +4,206 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,283 shares; 2024Q4: 18,485 shares; 2025Q1: 18,341 shares; 2025Q2: 9,442 shares; 2025Q3: 21,345 shares; 2025Q4: 29,230 shares 29,230 $3.22M 0.09% +7,885 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: 3,480 shares; 2024Q4: 4,252 shares; 2025Q1: 6,273 shares; 2025Q2: 5,784 shares; 2025Q3: 7,824 shares; 2025Q4: 9,109 shares 9,109 $3.22M 0.09% +1,285 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: 11,991 shares; 2024Q4: 14,484 shares; 2025Q1: 16,957 shares; 2025Q2: 25,968 shares; 2025Q3: 21,215 shares; 2025Q4: 32,712 shares 32,712 $3.22M 0.09% +11,497 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: 16,512 shares; 2025Q1: 17,543 shares; 2025Q2: 20,968 shares; 2025Q3: 19,805 shares; 2025Q4: 18,744 shares 18,744 $3.21M 0.09% -1,061 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,675 shares; 2024Q4: 22,925 shares; 2025Q1: 21,368 shares; 2025Q2: 20,983 shares; 2025Q3: 21,365 shares; 2025Q4: 21,306 shares 21,306 $3.17M 0.09% -59 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: 6,608 shares; 2024Q4: 7,275 shares; 2025Q1: 7,538 shares; 2025Q2: 7,698 shares; 2025Q3: 10,250 shares; 2025Q4: 12,130 shares 12,130 $3.12M 0.09% +1,880 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 14,859 shares; 2025Q1: 25,984 shares; 2025Q2: 32,302 shares; 2025Q3: 45,089 shares; 2025Q4: 51,181 shares 51,181 $3.11M 0.09% +6,092 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: 11,012 shares; 2024Q4: 21,403 shares; 2025Q1: 23,342 shares; 2025Q2: 20,913 shares; 2025Q3: 14,568 shares; 2025Q4: 18,796 shares 18,796 $3.04M 0.09% +4,228 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,888 shares; 2024Q4: 186,551 shares; 2025Q1: 183,337 shares; 2025Q2: 180,389 shares; 2025Q3: 191,341 shares; 2025Q4: 191,297 shares 191,297 $3.04M 0.09% -44 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,883 shares; 2024Q4: 138,641 shares; 2025Q1: 150,325 shares; 2025Q2: 172,910 shares; 2025Q3: 166,200 shares; 2025Q4: 172,056 shares 172,056 $3.04M 0.09% +5,856 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 6,170 shares; 2025Q1: 6,691 shares; 2025Q2: 7,410 shares; 2025Q3: 10,875 shares; 2025Q4: 12,323 shares 12,323 $3.04M 0.09% +1,448 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,917 shares; 2024Q4: 16,305 shares; 2025Q1: 15,829 shares; 2025Q2: 16,493 shares; 2025Q3: 23,018 shares; 2025Q4: 28,783 shares 28,783 $3.04M 0.09% +5,765 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: 19,696 shares; 2024Q4: 21,596 shares; 2025Q1: 25,613 shares; 2025Q2: 31,273 shares; 2025Q3: 38,553 shares; 2025Q4: 45,108 shares 45,108 $3.03M 0.09% +6,555 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,149 shares; 2024Q4: 79,860 shares; 2025Q1: 84,782 shares; 2025Q2: 88,412 shares; 2025Q3: 136,585 shares; 2025Q4: 158,429 shares 158,429 $3.03M 0.09% +21,844 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: 43,943 shares; 2024Q4: 45,610 shares; 2025Q1: 47,690 shares; 2025Q2: 43,732 shares; 2025Q3: 45,214 shares; 2025Q4: 45,778 shares 45,778 $3.02M 0.09% +564 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: 9,308 shares; 2024Q4: 11,328 shares; 2025Q1: 12,043 shares; 2025Q2: 11,945 shares; 2025Q3: 11,868 shares; 2025Q4: 13,623 shares 13,623 $2.99M 0.09% +1,755 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: 22,711 shares; 2024Q4: 19,448 shares; 2025Q1: 18,604 shares; 2025Q2: 17,275 shares; 2025Q3: 17,674 shares; 2025Q4: 19,201 shares 19,201 $2.97M 0.09% +1,527 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: 8,854 shares; 2024Q4: 14,095 shares; 2025Q1: 14,035 shares; 2025Q2: 14,571 shares; 2025Q3: 9,428 shares; 2025Q4: 10,240 shares 10,240 $2.97M 0.09% +812 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: 20,631 shares; 2024Q4: 21,806 shares; 2025Q1: 22,672 shares; 2025Q2: 31,428 shares; 2025Q3: 46,031 shares; 2025Q4: 51,844 shares 51,844 $2.92M 0.09% +5,813 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: 20,438 shares; 2024Q4: 20,158 shares; 2025Q1: 17,949 shares; 2025Q2: 18,187 shares; 2025Q3: 17,914 shares; 2025Q4: 23,754 shares 23,754 $2.92M 0.09% +5,840 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: 52,309 shares; 2024Q4: 51,924 shares; 2025Q1: 55,427 shares; 2025Q2: 42,718 shares; 2025Q3: 44,694 shares; 2025Q4: 44,695 shares 44,695 $2.88M 0.08% +1 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: 5,784 shares; 2024Q4: 6,065 shares; 2025Q1: 6,367 shares; 2025Q2: 6,690 shares; 2025Q3: 9,369 shares; 2025Q4: 10,687 shares 10,687 $2.87M 0.08% +1,318 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,341 shares; 2025Q4: 37,212 shares 37,212 $2.87M 0.08% +1,871 Timeline VTHR 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: 9,846 shares; 2024Q4: 9,896 shares; 2025Q1: 9,740 shares; 2025Q2: 9,546 shares; 2025Q3: 9,334 shares; 2025Q4: 9,334 shares 9,334 $2.8M 0.08% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,057 shares; 2024Q4: 25,304 shares; 2025Q1: 23,778 shares; 2025Q2: 23,255 shares; 2025Q3: 16,856 shares; 2025Q4: 17,349 shares 17,349 $2.79M 0.08% +493 Timeline YYY 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: 211,758 shares; 2024Q4: 211,148 shares; 2025Q1: 217,276 shares; 2025Q2: 213,862 shares; 2025Q3: 229,014 shares; 2025Q4: 241,728 shares 241,728 $2.78M 0.08% +12,714 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: 9,677 shares; 2024Q4: 10,217 shares; 2025Q1: 10,459 shares; 2025Q2: 10,237 shares; 2025Q3: 13,663 shares; 2025Q4: 15,794 shares 15,794 $2.74M 0.08% +2,131 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 10,462 shares; 2025Q2: 10,950 shares; 2025Q3: 10,513 shares; 2025Q4: 11,501 shares 11,501 $2.73M 0.08% +988 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 4,959 shares; 2025Q1: 4,845 shares; 2025Q2: 5,496 shares; 2025Q3: 9,031 shares; 2025Q4: 11,035 shares 11,035 $2.73M 0.08% +2,004 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: 81,964 shares; 2024Q4: 80,540 shares; 2025Q1: 82,993 shares; 2025Q2: 82,144 shares; 2025Q3: 81,977 shares; 2025Q4: 83,473 shares 83,473 $2.68M 0.08% +1,496 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: 6,496 shares; 2024Q4: 6,539 shares; 2025Q1: 6,404 shares; 2025Q2: 5,656 shares; 2025Q3: 5,859 shares; 2025Q4: 6,839 shares 6,839 $2.66M 0.08% +980 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,475 shares; 2024Q4: 79,521 shares; 2025Q1: 76,853 shares; 2025Q2: 85,222 shares; 2025Q3: 87,628 shares; 2025Q4: 96,323 shares 96,323 $2.65M 0.08% +8,695 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 1,996 shares; 2025Q1: 2,165 shares; 2025Q2: 2,039 shares; 2025Q3: 3,342 shares; 2025Q4: 3,976 shares 3,976 $2.63M 0.08% +634 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 10,701 shares; 2025Q1: 10,912 shares; 2025Q2: 11,188 shares; 2025Q3: 10,980 shares; 2025Q4: 11,554 shares 11,554 $2.63M 0.08% +574 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: 13,936 shares; 2024Q4: 13,663 shares; 2025Q1: 13,752 shares; 2025Q2: 13,757 shares; 2025Q3: 12,990 shares; 2025Q4: 16,852 shares 16,852 $2.61M 0.08% +3,862 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: 95,115 shares; 2024Q4: 93,485 shares; 2025Q1: 79,214 shares; 2025Q2: 71,325 shares; 2025Q3: 60,783 shares; 2025Q4: 70,608 shares 70,608 $2.6M 0.08% +9,825 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,449 shares; 2024Q4: 73,935 shares; 2025Q1: 74,859 shares; 2025Q2: 64,272 shares; 2025Q3: 62,658 shares; 2025Q4: 62,053 shares 62,053 $2.6M 0.08% -605 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: 28,337 shares; 2024Q4: 25,911 shares; 2025Q1: 27,985 shares; 2025Q2: 39,395 shares; 2025Q3: 36,142 shares; 2025Q4: 35,632 shares 35,632 $2.54M 0.07% -510 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,520 shares; 2025Q2: 13,095 shares; 2025Q3: 15,218 shares; 2025Q4: 20,431 shares 20,431 $2.54M 0.07% +5,213 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: 6,647 shares; 2024Q4: 6,804 shares; 2025Q1: 6,921 shares; 2025Q2: 7,720 shares; 2025Q3: 7,793 shares; 2025Q4: 7,198 shares 7,198 $2.53M 0.07% -595 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: 24,474 shares; 2024Q4: 24,078 shares; 2025Q1: 24,087 shares; 2025Q2: 24,777 shares; 2025Q3: 29,125 shares; 2025Q4: 30,501 shares 30,501 $2.53M 0.07% +1,376 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,016 shares; 2024Q4: 249,175 shares; 2025Q1: 256,721 shares; 2025Q2: 255,942 shares; 2025Q3: 261,785 shares; 2025Q4: 259,077 shares 259,077 $2.53M 0.07% -2,708 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: 6,344 shares; 2024Q4: 6,286 shares; 2025Q1: 6,603 shares; 2025Q2: 6,622 shares; 2025Q3: 6,150 shares; 2025Q4: 5,561 shares 5,561 $2.52M 0.07% -589 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,758 shares; 2024Q4: 231,682 shares; 2025Q1: 222,680 shares; 2025Q2: 206,840 shares; 2025Q3: 219,552 shares; 2025Q4: 229,539 shares 229,539 $2.5M 0.07% +9,987 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: 4,449 shares; 2024Q4: 4,384 shares; 2025Q1: 4,776 shares; 2025Q2: 7,305 shares; 2025Q3: 5,635 shares; 2025Q4: 9,861 shares 9,861 $2.49M 0.07% +4,226 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: 18,468 shares; 2024Q4: 21,901 shares; 2025Q1: 20,947 shares; 2025Q2: 21,900 shares; 2025Q3: 21,453 shares; 2025Q4: 21,547 shares 21,547 $2.48M 0.07% +94 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 3,832 shares; 2025Q1: 4,149 shares; 2025Q2: 4,237 shares; 2025Q3: 12,057 shares; 2025Q4: 16,936 shares 16,936 $2.48M 0.07% +4,879 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 671 shares; 2025Q1: 646 shares; 2025Q2: 639 shares; 2025Q3: 1,714 shares; 2025Q4: 2,457 shares 2,457 $2.48M 0.07% +743 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 6,160 shares; 2025Q1: 8,272 shares; 2025Q2: 6,815 shares; 2025Q3: 10,473 shares; 2025Q4: 12,758 shares 12,758 $2.48M 0.07% +2,285 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,350 shares; 2024Q4: 179,695 shares; 2025Q1: 181,194 shares; 2025Q2: 176,925 shares; 2025Q3: 178,961 shares; 2025Q4: 191,607 shares 191,607 $2.47M 0.07% +12,646 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: 62,746 shares; 2024Q4: 100,322 shares; 2025Q1: 102,871 shares; 2025Q2: 89,447 shares; 2025Q3: 63,945 shares; 2025Q4: 64,138 shares 64,138 $2.46M 0.07% +193 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,328 shares; 2025Q1: 2,150 shares; 2025Q2: 2,427 shares; 2025Q3: 3,945 shares; 2025Q4: 4,688 shares 4,688 $2.45M 0.07% +743 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,108 shares; 2025Q1: 1,109 shares; 2025Q2: 1,138 shares; 2025Q3: 1,123 shares; 2025Q4: 1,136 shares 1,136 $2.44M 0.07% +13 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,572 shares; 2024Q4: 27,827 shares; 2025Q1: 28,260 shares; 2025Q2: 25,371 shares; 2025Q3: 38,174 shares; 2025Q4: 45,221 shares 45,221 $2.43M 0.07% +7,047 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: 193,865 shares; 2024Q4: 148,414 shares; 2025Q1: 154,560 shares; 2025Q2: 150,905 shares; 2025Q3: 52,576 shares; 2025Q4: 52,781 shares 52,781 $2.43M 0.07% +205 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: 15,696 shares; 2024Q4: 16,940 shares; 2025Q1: 17,231 shares; 2025Q2: 19,003 shares; 2025Q3: 20,149 shares; 2025Q4: 20,312 shares 20,312 $2.38M 0.07% +163 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: 8,710 shares; 2024Q4: 8,727 shares; 2025Q1: 8,578 shares; 2025Q2: 8,482 shares; 2025Q3: 11,082 shares; 2025Q4: 12,640 shares 12,640 $2.38M 0.07% +1,558 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: 93,843 shares; 2024Q4: 135,281 shares; 2025Q1: 133,076 shares; 2025Q2: 131,753 shares; 2025Q3: 140,822 shares; 2025Q4: 143,809 shares 143,809 $2.37M 0.07% +2,987 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 6,961 shares; 2025Q1: 6,459 shares; 2025Q2: 6,700 shares; 2025Q3: 8,102 shares; 2025Q4: 8,589 shares 8,589 $2.35M 0.07% +487 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,595 shares; 2024Q4: 9,812 shares; 2025Q1: 8,984 shares; 2025Q2: 8,738 shares; 2025Q3: 14,207 shares; 2025Q4: 17,893 shares 17,893 $2.33M 0.07% +3,686 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,765 shares; 2024Q4: 21,529 shares; 2025Q1: 21,822 shares; 2025Q2: 20,645 shares; 2025Q3: 23,889 shares; 2025Q4: 24,784 shares 24,784 $2.32M 0.07% +895 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: 9,046 shares; 2024Q4: 9,946 shares; 2025Q1: 9,748 shares; 2025Q2: 9,599 shares; 2025Q3: 10,737 shares; 2025Q4: 11,032 shares 11,032 $2.32M 0.07% +295 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,156 shares; 2024Q4: 42,857 shares; 2025Q1: 47,771 shares; 2025Q2: 50,776 shares; 2025Q3: 52,314 shares; 2025Q4: 58,074 shares 58,074 $2.29M 0.07% +5,760 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: 11,014 shares; 2024Q4: 12,741 shares; 2025Q1: 15,594 shares; 2025Q2: 15,603 shares; 2025Q3: 16,351 shares; 2025Q4: 16,115 shares 16,115 $2.27M 0.07% -236 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,419 shares; 2024Q4: 60,022 shares; 2025Q1: 54,786 shares; 2025Q2: 54,654 shares; 2025Q3: 44,053 shares; 2025Q4: 44,351 shares 44,351 $2.25M 0.07% +298 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,340 shares; 2024Q4: 12,472 shares; 2025Q1: 12,492 shares; 2025Q2: 13,327 shares; 2025Q3: 26,822 shares; 2025Q4: 28,437 shares 28,437 $2.24M 0.07% +1,615 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: 35,349 shares; 2024Q4: 22,730 shares; 2025Q1: 20,080 shares; 2025Q2: 31,916 shares; 2025Q3: 25,880 shares; 2025Q4: 24,725 shares 24,725 $2.21M 0.06% -1,155 Timeline ZROZ 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: 23,990 shares; 2024Q4: 21,186 shares; 2025Q1: 23,184 shares; 2025Q2: 27,416 shares; 2025Q3: 26,297 shares; 2025Q4: 34,382 shares 34,382 $2.21M 0.06% +8,085 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: 9,312 shares; 2024Q4: 9,122 shares; 2025Q1: 8,396 shares; 2025Q2: 7,956 shares; 2025Q3: 6,328 shares; 2025Q4: 8,584 shares 8,584 $2.21M 0.06% +2,256 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: 14,596 shares; 2024Q4: 18,109 shares; 2025Q1: 27,128 shares; 2025Q2: 33,000 shares; 2025Q3: 38,696 shares; 2025Q4: 44,113 shares 44,113 $2.19M 0.06% +5,417 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: 20,215 shares; 2024Q4: 25,447 shares; 2025Q1: 26,016 shares; 2025Q2: 25,216 shares; 2025Q3: 20,271 shares; 2025Q4: 24,950 shares 24,950 $2.19M 0.06% +4,679 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,091 shares; 2024Q4: 145,569 shares; 2025Q1: 149,037 shares; 2025Q2: 148,917 shares; 2025Q3: 129,363 shares; 2025Q4: 112,281 shares 112,281 $2.18M 0.06% -17,082 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: 20,792 shares; 2024Q4: 21,280 shares; 2025Q1: 21,693 shares; 2025Q2: 22,390 shares; 2025Q3: 23,769 shares; 2025Q4: 24,775 shares 24,775 $2.16M 0.06% +1,006 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: 17,853 shares; 2024Q4: 17,022 shares; 2025Q1: 22,096 shares; 2025Q2: 23,124 shares; 2025Q3: 21,922 shares; 2025Q4: 22,460 shares 22,460 $2.16M 0.06% +538 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 4,592 shares; 2025Q1: 7,036 shares; 2025Q2: 7,394 shares; 2025Q3: 9,560 shares; 2025Q4: 11,148 shares 11,148 $2.13M 0.06% +1,588 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,038 shares; 2024Q4: 139,709 shares; 2025Q1: 139,295 shares; 2025Q2: 139,198 shares; 2025Q3: 139,277 shares; 2025Q4: 138,690 shares 138,690 $2.13M 0.06% -587 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,921 shares; 2024Q4: 63,983 shares; 2025Q1: 62,554 shares; 2025Q2: 54,026 shares; 2025Q3: 48,150 shares; 2025Q4: 49,111 shares 49,111 $2.12M 0.06% +961 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: 15,606 shares; 2024Q4: 14,572 shares; 2025Q1: 17,971 shares; 2025Q2: 18,149 shares; 2025Q3: 20,193 shares; 2025Q4: 21,406 shares 21,406 $2.12M 0.06% +1,213 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,433 shares; 2025Q3: 21,455 shares; 2025Q4: 19,965 shares 19,965 $2.08M 0.06% -1,490 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 13,251 shares; 2025Q1: 12,349 shares; 2025Q2: 13,256 shares; 2025Q3: 14,599 shares; 2025Q4: 15,412 shares 15,412 $2.08M 0.06% +813 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: 6,482 shares; 2024Q4: 6,373 shares; 2025Q1: 6,529 shares; 2025Q2: 6,983 shares; 2025Q3: 7,050 shares; 2025Q4: 7,053 shares 7,053 $2.04M 0.06% +3 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 3,217 shares; 2025Q1: 3,198 shares; 2025Q2: 7,908 shares; 2025Q3: 7,943 shares; 2025Q4: 8,382 shares 8,382 $2.03M 0.06% +439 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 8,754 shares; 2025Q1: 12,792 shares; 2025Q2: 11,051 shares; 2025Q3: 12,780 shares; 2025Q4: 12,544 shares 12,544 $2.02M 0.06% -236 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 969 shares; 2025Q2: 2,797 shares; 2025Q3: 2,363 shares; 2025Q4: 2,984 shares 2,984 $2.01M 0.06% +621 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: 8,713 shares; 2024Q4: 14,222 shares; 2025Q1: 14,192 shares; 2025Q2: 14,560 shares; 2025Q3: 8,166 shares; 2025Q4: 9,143 shares 9,143 $2.01M 0.06% +977 Timeline BIZD 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: 109,657 shares; 2024Q4: 114,572 shares; 2025Q1: 124,492 shares; 2025Q2: 129,283 shares; 2025Q3: 134,514 shares; 2025Q4: 140,306 shares 140,306 $1.99M 0.06% +5,792 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: 34,859 shares; 2024Q4: 36,113 shares; 2025Q1: 35,157 shares; 2025Q2: 31,585 shares; 2025Q3: 30,412 shares; 2025Q4: 34,442 shares 34,442 $1.99M 0.06% +4,030 Timeline AIVC 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: 39,701 shares; 2024Q4: 36,832 shares; 2025Q1: 33,978 shares; 2025Q2: 32,188 shares; 2025Q3: 27,301 shares; 2025Q4: 29,251 shares 29,251 $1.98M 0.06% +1,950 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: 12,745 shares; 2024Q4: 12,526 shares; 2025Q1: 12,511 shares; 2025Q2: 13,372 shares; 2025Q3: 15,493 shares; 2025Q4: 17,641 shares 17,641 $1.98M 0.06% +2,148 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: 11,710 shares; 2024Q4: 10,685 shares; 2025Q1: 10,572 shares; 2025Q2: 10,375 shares; 2025Q3: 9,534 shares; 2025Q4: 12,311 shares 12,311 $1.98M 0.06% +2,777 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: 30,264 shares; 2024Q4: 21,730 shares; 2025Q1: 21,006 shares; 2025Q2: 18,632 shares; 2025Q3: 12,625 shares; 2025Q4: 12,332 shares 12,332 $1.97M 0.06% -293 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 8,260 shares; 2025Q1: 8,173 shares; 2025Q2: 8,413 shares; 2025Q3: 7,733 shares; 2025Q4: 8,570 shares 8,570 $1.97M 0.06% +837 Timeline NOVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,987 shares; 2025Q4: 44,982 shares 44,982 $1.97M 0.06% -2,005 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,780 shares; 2024Q4: 37,978 shares; 2025Q1: 37,904 shares; 2025Q2: 32,534 shares; 2025Q3: 31,934 shares; 2025Q4: 31,344 shares 31,344 $1.97M 0.06% -590 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 14,229 shares; 2025Q1: 15,137 shares; 2025Q2: 14,818 shares; 2025Q3: 16,157 shares; 2025Q4: 19,440 shares 19,440 $1.94M 0.06% +3,283 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: 4,289 shares; 2024Q4: 5,264 shares; 2025Q1: 9,470 shares; 2025Q2: 11,346 shares; 2025Q3: 14,963 shares; 2025Q4: 15,691 shares 15,691 $1.93M 0.06% +728 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,889 shares; 2025Q4: 131,536 shares 131,536 $1.93M 0.06% -34,353 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 8,538 shares; 2025Q1: 7,208 shares; 2025Q2: 5,859 shares; 2025Q3: 5,941 shares; 2025Q4: 5,688 shares 5,688 $1.92M 0.06% -253 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,085 shares; 2025Q2: 25,761 shares; 2025Q3: 26,106 shares; 2025Q4: 26,757 shares 26,757 $1.92M 0.06% +651 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,284 shares; 2025Q1: 2,514 shares; 2025Q2: 2,612 shares; 2025Q3: 2,661 shares; 2025Q4: 3,375 shares 3,375 $1.92M 0.06% +714 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,423 shares; 2024Q4: 39,205 shares; 2025Q1: 39,223 shares; 2025Q2: 37,744 shares; 2025Q3: 58,608 shares; 2025Q4: 63,972 shares 63,972 $1.91M 0.06% +5,364 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,689 shares; 2024Q4: 67,019 shares; 2025Q1: 69,075 shares; 2025Q2: 75,372 shares; 2025Q3: 71,706 shares; 2025Q4: 72,195 shares 72,195 $1.89M 0.06% +489 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: 3,809 shares; 2024Q4: 3,665 shares; 2025Q1: 3,796 shares; 2025Q2: 4,066 shares; 2025Q3: 3,520 shares; 2025Q4: 3,265 shares 3,265 $1.89M 0.06% -255 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,080 shares; 2025Q1: 43,458 shares; 2025Q2: 61,138 shares; 2025Q3: 63,827 shares; 2025Q4: 63,827 shares 63,827 $1.89M 0.06% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 13,512 shares; 2025Q1: 13,512 shares; 2025Q2: 13,796 shares; 2025Q3: 13,796 shares; 2025Q4: 18,796 shares 18,796 $1.88M 0.05% +5,000 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 794 shares; 2025Q1: 881 shares; 2025Q2: 3,446 shares; 2025Q3: 3,474 shares; 2025Q4: 3,535 shares 3,535 $1.88M 0.05% +61 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,248 shares; 2024Q4: 36,054 shares; 2025Q1: 36,789 shares; 2025Q2: 25,447 shares; 2025Q3: 25,716 shares; 2025Q4: 25,407 shares 25,407 $1.88M 0.05% -309 Timeline TDIV 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: 6,857 shares; 2024Q4: 8,921 shares; 2025Q1: 8,651 shares; 2025Q2: 13,533 shares; 2025Q3: 14,728 shares; 2025Q4: 19,344 shares 19,344 $1.87M 0.05% +4,616 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 5,698 shares; 2025Q1: 6,522 shares; 2025Q2: 6,708 shares; 2025Q3: 6,574 shares; 2025Q4: 15,514 shares 15,514 $1.85M 0.05% +8,940 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: 57,675 shares; 2024Q4: 59,404 shares; 2025Q1: 64,301 shares; 2025Q2: 10,662 shares; 2025Q3: 11,074 shares; 2025Q4: 9,319 shares 9,319 $1.85M 0.05% -1,755 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: 24,027 shares; 2024Q4: 26,445 shares; 2025Q1: 25,533 shares; 2025Q2: 27,015 shares; 2025Q3: 19,605 shares; 2025Q4: 30,834 shares 30,834 $1.85M 0.05% +11,229 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: 25,276 shares; 2024Q4: 23,657 shares; 2025Q1: 24,717 shares; 2025Q2: 22,903 shares; 2025Q3: 23,682 shares; 2025Q4: 23,420 shares 23,420 $1.85M 0.05% -262 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,745 shares; 2024Q4: 8,673 shares; 2025Q1: 10,503 shares; 2025Q2: 10,187 shares; 2025Q3: 10,932 shares; 2025Q4: 12,085 shares 12,085 $1.84M 0.05% +1,153 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: 24,698 shares; 2024Q4: 30,105 shares; 2025Q1: 30,105 shares; 2025Q2: 30,603 shares; 2025Q3: 30,603 shares; 2025Q4: 31,953 shares 31,953 $1.84M 0.05% +1,350 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 10,907 shares; 2025Q1: 10,920 shares; 2025Q2: 10,754 shares; 2025Q3: 11,684 shares; 2025Q4: 12,713 shares 12,713 $1.83M 0.05% +1,029 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,043 shares; 2024Q4: 21,535 shares; 2025Q1: 20,458 shares; 2025Q2: 19,094 shares; 2025Q3: 21,064 shares; 2025Q4: 18,659 shares 18,659 $1.82M 0.05% -2,405 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,559 shares; 2024Q4: 6,504 shares; 2025Q1: 6,924 shares; 2025Q2: 6,839 shares; 2025Q3: 7,129 shares; 2025Q4: 7,048 shares 7,048 $1.82M 0.05% -81 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,801 shares; 2025Q1: 7,270 shares; 2025Q2: 7,084 shares; 2025Q3: 7,516 shares; 2025Q4: 6,573 shares 6,573 $1.81M 0.05% -943 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,631 shares; 2024Q4: 103,279 shares; 2025Q1: 123,045 shares; 2025Q2: 126,984 shares; 2025Q3: 125,452 shares; 2025Q4: 128,421 shares 128,421 $1.81M 0.05% +2,969 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 3,302 shares; 2025Q1: 3,321 shares; 2025Q2: 2,473 shares; 2025Q3: 4,544 shares; 2025Q4: 6,153 shares 6,153 $1.81M 0.05% +1,609 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 7,330 shares; 2025Q1: 7,341 shares; 2025Q2: 7,361 shares; 2025Q3: 7,773 shares; 2025Q4: 10,240 shares 10,240 $1.8M 0.05% +2,467 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: 71,141 shares; 2024Q4: 75,530 shares; 2025Q1: 78,011 shares; 2025Q2: 72,698 shares; 2025Q3: 72,276 shares; 2025Q4: 73,768 shares 73,768 $1.79M 0.05% +1,492 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: 1,105 shares; 2024Q4: 1,623 shares; 2025Q1: 1,879 shares; 2025Q2: 1,707 shares; 2025Q3: 1,735 shares; 2025Q4: 2,216 shares 2,216 $1.79M 0.05% +481 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,758 shares; 2024Q4: 67,110 shares; 2025Q1: 73,217 shares; 2025Q2: 70,548 shares; 2025Q3: 68,404 shares; 2025Q4: 74,211 shares 74,211 $1.79M 0.05% +5,807 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,626 shares; 2024Q4: 15,601 shares; 2025Q1: 16,164 shares; 2025Q2: 18,285 shares; 2025Q3: 16,266 shares; 2025Q4: 17,892 shares 17,892 $1.79M 0.05% +1,626 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,797 shares; 2024Q4: 11,981 shares; 2025Q1: 12,126 shares; 2025Q2: 12,333 shares; 2025Q3: 13,574 shares; 2025Q4: 14,742 shares 14,742 $1.76M 0.05% +1,168 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,489 shares 63,489 $1.75M 0.05% new 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: not reported; 2025Q3: 68,565 shares; 2025Q4: 68,435 shares 68,435 $1.74M 0.05% -130 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,503 shares; 2025Q1: 7,291 shares; 2025Q2: 7,288 shares; 2025Q3: 7,659 shares; 2025Q4: 8,304 shares 8,304 $1.73M 0.05% +645 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,019 shares; 2024Q4: 35,727 shares; 2025Q1: 35,363 shares; 2025Q2: 36,549 shares; 2025Q3: 36,324 shares; 2025Q4: 36,022 shares 36,022 $1.72M 0.05% -302 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: 4,184 shares; 2024Q4: 4,230 shares; 2025Q1: 4,091 shares; 2025Q2: 3,968 shares; 2025Q3: 5,589 shares; 2025Q4: 8,010 shares 8,010 $1.72M 0.05% +2,421 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,169 shares; 2024Q4: 14,567 shares; 2025Q1: 15,856 shares; 2025Q2: 15,748 shares; 2025Q3: 15,143 shares; 2025Q4: 14,813 shares 14,813 $1.72M 0.05% -330 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,243 shares; 2024Q4: 567,610 shares; 2025Q1: 745,271 shares; 2025Q2: 446,375 shares; 2025Q3: 363,681 shares; 2025Q4: 297,787 shares 297,787 $1.72M 0.05% -65,894 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,915 shares; 2025Q3: 12,892 shares; 2025Q4: 34,332 shares 34,332 $1.71M 0.05% +21,440 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: 68,656 shares; 2024Q4: 47,800 shares; 2025Q1: 51,732 shares; 2025Q2: 50,874 shares; 2025Q3: 10,694 shares; 2025Q4: 12,122 shares 12,122 $1.71M 0.05% +1,428 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 8,994 shares; 2025Q1: 8,957 shares; 2025Q2: 14,533 shares; 2025Q3: 14,591 shares; 2025Q4: 15,167 shares 15,167 $1.71M 0.05% +576 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: 3,340 shares; 2024Q4: 6,603 shares; 2025Q1: 8,475 shares; 2025Q2: 9,485 shares; 2025Q3: 9,283 shares; 2025Q4: 9,577 shares 9,577 $1.7M 0.05% +294 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: 7,024 shares; 2024Q4: 6,999 shares; 2025Q1: 7,031 shares; 2025Q2: 7,003 shares; 2025Q3: 6,953 shares; 2025Q4: 11,779 shares 11,779 $1.69M 0.05% +4,826 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: 25,498 shares; 2024Q4: 25,340 shares; 2025Q1: 25,120 shares; 2025Q2: 32,300 shares; 2025Q3: 33,484 shares; 2025Q4: 33,289 shares 33,289 $1.67M 0.05% -195 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: 49,439 shares; 2024Q4: 50,869 shares; 2025Q1: 51,529 shares; 2025Q2: 55,249 shares; 2025Q3: 60,308 shares; 2025Q4: 60,918 shares 60,918 $1.67M 0.05% +610 Timeline ISPY 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: 21,804 shares; 2025Q2: 36,332 shares; 2025Q3: 35,358 shares; 2025Q4: 36,519 shares 36,519 $1.67M 0.05% +1,161 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: 4,928 shares; 2024Q4: 4,890 shares; 2025Q1: 4,812 shares; 2025Q2: 5,533 shares; 2025Q3: 5,155 shares; 2025Q4: 5,244 shares 5,244 $1.65M 0.05% +89 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,726 shares; 2024Q4: 6,803 shares; 2025Q1: 9,071 shares; 2025Q2: 4,590 shares; 2025Q3: 5,935 shares; 2025Q4: 7,782 shares 7,782 $1.65M 0.05% +1,847 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,728 shares; 2024Q4: 98,195 shares; 2025Q1: 111,508 shares; 2025Q2: 120,468 shares; 2025Q3: 127,226 shares; 2025Q4: 112,068 shares 112,068 $1.63M 0.05% -15,158 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: 8,239 shares; 2024Q4: 10,302 shares; 2025Q1: 8,390 shares; 2025Q2: 11,524 shares; 2025Q3: 6,648 shares; 2025Q4: 10,942 shares 10,942 $1.63M 0.05% +4,294 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 3,684 shares; 2025Q1: 4,770 shares; 2025Q2: 5,045 shares; 2025Q3: 5,748 shares; 2025Q4: 6,475 shares 6,475 $1.62M 0.05% +727 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,267 shares; 2024Q4: 116,468 shares; 2025Q1: 115,266 shares; 2025Q2: 113,023 shares; 2025Q3: 113,123 shares; 2025Q4: 112,278 shares 112,278 $1.61M 0.05% -845 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 8,564 shares; 2025Q1: 9,186 shares; 2025Q2: 12,522 shares; 2025Q3: 14,013 shares; 2025Q4: 19,133 shares 19,133 $1.57M 0.05% +5,120 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: 3,119 shares; 2024Q4: 4,063 shares; 2025Q1: 4,407 shares; 2025Q2: 4,990 shares; 2025Q3: 5,003 shares; 2025Q4: 7,009 shares 7,009 $1.57M 0.05% +2,006 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: 20,425 shares; 2024Q4: 23,930 shares; 2025Q1: 16,238 shares; 2025Q2: 15,232 shares; 2025Q3: 16,467 shares; 2025Q4: 21,251 shares 21,251 $1.57M 0.05% +4,784 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,928 shares; 2024Q4: 22,621 shares; 2025Q1: 21,787 shares; 2025Q2: 19,744 shares; 2025Q3: 18,925 shares; 2025Q4: 23,006 shares 23,006 $1.57M 0.05% +4,081 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: 29,659 shares; 2024Q4: 24,802 shares; 2025Q1: 23,579 shares; 2025Q2: 22,411 shares; 2025Q3: 21,314 shares; 2025Q4: 21,367 shares 21,367 $1.57M 0.05% +53 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,871 shares; 2024Q4: 13,314 shares; 2025Q1: 14,007 shares; 2025Q2: 14,353 shares; 2025Q3: 14,590 shares; 2025Q4: 14,203 shares 14,203 $1.55M 0.05% -387 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: 3,132 shares; 2024Q4: 3,759 shares; 2025Q1: 2,809 shares; 2025Q2: 1,948 shares; 2025Q3: 6,852 shares; 2025Q4: 13,426 shares 13,426 $1.54M 0.05% +6,574 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,449 shares; 2024Q4: 72,707 shares; 2025Q1: 70,720 shares; 2025Q2: 52,193 shares; 2025Q3: 32,941 shares; 2025Q4: 31,399 shares 31,399 $1.54M 0.05% -1,542 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,626 shares; 2024Q4: 10,044 shares; 2025Q1: 9,820 shares; 2025Q2: 10,828 shares; 2025Q3: 10,937 shares; 2025Q4: 11,056 shares 11,056 $1.51M 0.04% +119 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,483 shares; 2025Q1: 2,258 shares; 2025Q2: 2,338 shares; 2025Q3: 6,308 shares; 2025Q4: 8,525 shares 8,525 $1.5M 0.04% +2,217 Timeline MDIV 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: 78,110 shares; 2024Q4: 77,485 shares; 2025Q1: 82,418 shares; 2025Q2: 82,555 shares; 2025Q3: 80,648 shares; 2025Q4: 95,100 shares 95,100 $1.5M 0.04% +14,452 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,604 shares; 2025Q1: 10,524 shares; 2025Q2: 10,784 shares; 2025Q3: 11,059 shares; 2025Q4: 11,219 shares 11,219 $1.48M 0.04% +160 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: 8,082 shares; 2024Q4: 19,344 shares; 2025Q1: 19,137 shares; 2025Q2: 17,524 shares; 2025Q3: 17,837 shares; 2025Q4: 19,463 shares 19,463 $1.46M 0.04% +1,626 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 9,122 shares; 2025Q1: 9,122 shares; 2025Q2: not reported; 2025Q3: 36,654 shares; 2025Q4: 42,608 shares 42,608 $1.46M 0.04% +5,954 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 2,149 shares; 2025Q1: 3,017 shares; 2025Q2: 3,171 shares; 2025Q3: 3,485 shares; 2025Q4: 3,451 shares 3,451 $1.46M 0.04% -34 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,739 shares; 2024Q4: 9,546 shares; 2025Q1: 8,936 shares; 2025Q2: 8,610 shares; 2025Q3: 8,502 shares; 2025Q4: 8,537 shares 8,537 $1.46M 0.04% +35 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,448 shares; 2025Q1: 4,523 shares; 2025Q2: 5,099 shares; 2025Q3: 5,167 shares; 2025Q4: 5,533 shares 5,533 $1.45M 0.04% +366 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,392 shares; 2024Q4: 30,792 shares; 2025Q1: 28,919 shares; 2025Q2: 32,957 shares; 2025Q3: 45,173 shares; 2025Q4: 52,489 shares 52,489 $1.45M 0.04% +7,316 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,230 shares; 2024Q4: 25,483 shares; 2025Q1: 24,359 shares; 2025Q2: 23,421 shares; 2025Q3: 24,376 shares; 2025Q4: 17,650 shares 17,650 $1.44M 0.04% -6,726 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: 2,420 shares; 2024Q4: 1,509 shares; 2025Q1: 1,951 shares; 2025Q2: 2,077 shares; 2025Q3: 2,152 shares; 2025Q4: 1,740 shares 1,740 $1.43M 0.04% -412 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,638 shares; 2025Q1: 34,284 shares; 2025Q2: 45,843 shares; 2025Q3: 40,249 shares; 2025Q4: 40,043 shares 40,043 $1.42M 0.04% -206 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 2,906 shares; 2025Q1: 2,866 shares; 2025Q2: 3,298 shares; 2025Q3: 3,792 shares; 2025Q4: 4,099 shares 4,099 $1.41M 0.04% +307 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 338 shares; 2025Q1: 334 shares; 2025Q2: 12,118 shares; 2025Q3: 14,066 shares; 2025Q4: 15,437 shares 15,437 $1.41M 0.04% +1,371 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: 31,776 shares; 2024Q4: 31,373 shares; 2025Q1: 20,593 shares; 2025Q2: 16,950 shares; 2025Q3: 13,913 shares; 2025Q4: 13,556 shares 13,556 $1.4M 0.04% -357 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,100 shares; 2025Q1: 1,156 shares; 2025Q2: 1,395 shares; 2025Q3: 1,466 shares; 2025Q4: 1,309 shares 1,309 $1.4M 0.04% -157 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: 35,227 shares; 2024Q4: 35,127 shares; 2025Q1: 43,189 shares; 2025Q2: 35,127 shares; 2025Q3: 35,127 shares; 2025Q4: 35,127 shares 35,127 $1.39M 0.04% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 5,566 shares; 2025Q1: 6,379 shares; 2025Q2: 7,319 shares; 2025Q3: 7,157 shares; 2025Q4: 6,803 shares 6,803 $1.38M 0.04% -354 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: 2,319 shares; 2024Q4: 2,214 shares; 2025Q1: 2,216 shares; 2025Q2: 2,271 shares; 2025Q3: 2,285 shares; 2025Q4: 2,287 shares 2,287 $1.38M 0.04% +2 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,847 shares; 2024Q4: 18,182 shares; 2025Q1: 18,055 shares; 2025Q2: 16,231 shares; 2025Q3: 16,711 shares; 2025Q4: 17,452 shares 17,452 $1.38M 0.04% +741 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: 5,866 shares; 2024Q4: 6,699 shares; 2025Q1: 6,686 shares; 2025Q2: 6,627 shares; 2025Q3: 6,841 shares; 2025Q4: 6,794 shares 6,794 $1.38M 0.04% -47 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,782 shares; 2024Q4: 82,699 shares; 2025Q1: 92,299 shares; 2025Q2: 97,168 shares; 2025Q3: 103,891 shares; 2025Q4: 98,845 shares 98,845 $1.37M 0.04% -5,046 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,029 shares; 2024Q4: 29,867 shares; 2025Q1: 33,285 shares; 2025Q2: 36,009 shares; 2025Q3: 35,221 shares; 2025Q4: 37,394 shares 37,394 $1.37M 0.04% +2,173 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,509 shares; 2024Q4: 31,322 shares; 2025Q1: 29,878 shares; 2025Q2: 31,957 shares; 2025Q3: 36,642 shares; 2025Q4: 37,131 shares 37,131 $1.37M 0.04% +489 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,768 shares; 2025Q1: 1,699 shares; 2025Q2: 1,987 shares; 2025Q3: 2,284 shares; 2025Q4: 2,345 shares 2,345 $1.36M 0.04% +61 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,134 shares; 2024Q4: 10,332 shares; 2025Q1: 13,723 shares; 2025Q2: 15,533 shares; 2025Q3: 16,991 shares; 2025Q4: 15,987 shares 15,987 $1.36M 0.04% -1,004 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: 933 shares; 2024Q4: 1,144 shares; 2025Q1: 1,320 shares; 2025Q2: 1,272 shares; 2025Q3: 1,250 shares; 2025Q4: 1,546 shares 1,546 $1.36M 0.04% +296 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: 12,249 shares; 2024Q4: 11,801 shares; 2025Q1: 12,250 shares; 2025Q2: 11,666 shares; 2025Q3: 7,647 shares; 2025Q4: 6,793 shares 6,793 $1.36M 0.04% -854 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,224 shares; 2025Q2: 8,968 shares; 2025Q3: 12,018 shares; 2025Q4: 16,148 shares 16,148 $1.35M 0.04% +4,130 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: 29,096 shares; 2024Q4: 28,834 shares; 2025Q1: 33,041 shares; 2025Q2: 34,165 shares; 2025Q3: 36,920 shares; 2025Q4: 37,217 shares 37,217 $1.35M 0.04% +297 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 6,261 shares; 2025Q1: 6,152 shares; 2025Q2: 5,095 shares; 2025Q3: 5,129 shares; 2025Q4: 5,988 shares 5,988 $1.35M 0.04% +859 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 5,196 shares; 2025Q1: 5,304 shares; 2025Q2: 5,297 shares; 2025Q3: 14,208 shares; 2025Q4: 19,185 shares 19,185 $1.34M 0.04% +4,977 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,693 shares; 2025Q4: 40,223 shares 40,223 $1.34M 0.04% +26,530 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 779 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 3,468 shares; 2025Q4: 4,609 shares 4,609 $1.34M 0.04% +1,141 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 31,204 shares; 2025Q1: 45,634 shares; 2025Q2: 26,696 shares; 2025Q3: 33,006 shares; 2025Q4: 37,456 shares 37,456 $1.33M 0.04% +4,450 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,428 shares; 2024Q4: 11,706 shares; 2025Q1: 12,043 shares; 2025Q2: 13,409 shares; 2025Q3: 14,174 shares; 2025Q4: 12,684 shares 12,684 $1.33M 0.04% -1,490 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,688 shares; 2025Q1: 2,435 shares; 2025Q2: 2,531 shares; 2025Q3: 7,731 shares; 2025Q4: 9,623 shares 9,623 $1.33M 0.04% +1,892 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: 2,731 shares; 2024Q4: 2,622 shares; 2025Q1: 2,641 shares; 2025Q2: 3,709 shares; 2025Q3: 7,136 shares; 2025Q4: 12,307 shares 12,307 $1.31M 0.04% +5,171 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,646 shares; 2025Q1: 5,551 shares; 2025Q2: 4,430 shares; 2025Q3: 4,434 shares; 2025Q4: 4,879 shares 4,879 $1.31M 0.04% +445 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: 1,466 shares; 2024Q4: 2,536 shares; 2025Q1: 1,480 shares; 2025Q2: 2,122 shares; 2025Q3: 3,317 shares; 2025Q4: 4,327 shares 4,327 $1.31M 0.04% +1,010 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,193 shares; 2024Q4: 19,622 shares; 2025Q1: 39,199 shares; 2025Q2: 41,428 shares; 2025Q3: 41,457 shares; 2025Q4: 27,797 shares 27,797 $1.31M 0.04% -13,660 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: 15,063 shares; 2024Q4: 13,014 shares; 2025Q1: 12,941 shares; 2025Q2: 8,455 shares; 2025Q3: 14,009 shares; 2025Q4: 13,699 shares 13,699 $1.3M 0.04% -310 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,275 shares; 2025Q1: 4,117 shares; 2025Q2: 4,063 shares; 2025Q3: 4,338 shares; 2025Q4: 4,722 shares 4,722 $1.3M 0.04% +384 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,496 shares; 2025Q1: 4,871 shares; 2025Q2: 9,072 shares; 2025Q3: 8,947 shares; 2025Q4: 8,593 shares 8,593 $1.3M 0.04% -354 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: 31,148 shares; 2024Q4: 29,717 shares; 2025Q1: 31,121 shares; 2025Q2: 29,612 shares; 2025Q3: 25,929 shares; 2025Q4: 27,201 shares 27,201 $1.3M 0.04% +1,272 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: 7,496 shares; 2024Q4: 5,999 shares; 2025Q1: 8,165 shares; 2025Q2: 8,627 shares; 2025Q3: 11,192 shares; 2025Q4: 14,099 shares 14,099 $1.3M 0.04% +2,907 Timeline REGL 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: 13,834 shares; 2024Q4: 13,770 shares; 2025Q1: 13,914 shares; 2025Q2: 14,797 shares; 2025Q3: 16,228 shares; 2025Q4: 15,390 shares 15,390 $1.3M 0.04% -838 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 11,433 shares; 2025Q1: 12,608 shares; 2025Q2: 10,285 shares; 2025Q3: 9,497 shares; 2025Q4: 10,092 shares 10,092 $1.29M 0.04% +595 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 7,732 shares; 2025Q1: 9,039 shares; 2025Q2: 8,442 shares; 2025Q3: 9,004 shares; 2025Q4: 9,312 shares 9,312 $1.28M 0.04% +308 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: 3,552 shares; 2024Q4: 5,905 shares; 2025Q1: 8,795 shares; 2025Q2: 9,157 shares; 2025Q3: 12,438 shares; 2025Q4: 13,281 shares 13,281 $1.28M 0.04% +843 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,098 shares; 2025Q4: 9,355 shares 9,355 $1.27M 0.04% +2,257 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: 5,089 shares; 2024Q4: 4,857 shares; 2025Q1: 5,210 shares; 2025Q2: 5,095 shares; 2025Q3: 4,767 shares; 2025Q4: 4,553 shares 4,553 $1.27M 0.04% -214 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: not reported; 2025Q2: 8,339 shares; 2025Q3: 24,780 shares; 2025Q4: 34,601 shares 34,601 $1.27M 0.04% +9,821 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,818 shares; 2024Q4: 7,839 shares; 2025Q1: 6,838 shares; 2025Q2: 9,144 shares; 2025Q3: 19,327 shares; 2025Q4: 36,681 shares 36,681 $1.26M 0.04% +17,354 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,508 shares; 2024Q4: 8,136 shares; 2025Q1: 9,863 shares; 2025Q2: 11,051 shares; 2025Q3: 9,897 shares; 2025Q4: 11,070 shares 11,070 $1.26M 0.04% +1,173 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: 6,462 shares; 2024Q4: 8,465 shares; 2025Q1: 9,238 shares; 2025Q2: 10,323 shares; 2025Q3: 9,974 shares; 2025Q4: 10,643 shares 10,643 $1.25M 0.04% +669 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: 27,842 shares; 2024Q4: 23,651 shares; 2025Q1: 32,385 shares; 2025Q2: 30,549 shares; 2025Q3: 25,537 shares; 2025Q4: 24,694 shares 24,694 $1.25M 0.04% -843 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,694 shares; 2024Q4: 56,794 shares; 2025Q1: 56,363 shares; 2025Q2: 54,265 shares; 2025Q3: 52,237 shares; 2025Q4: 57,402 shares 57,402 $1.25M 0.04% +5,165 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,910 shares; 2024Q4: 6,718 shares; 2025Q1: 6,260 shares; 2025Q2: 6,742 shares; 2025Q3: 6,705 shares; 2025Q4: 7,650 shares 7,650 $1.24M 0.04% +945 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: 18,103 shares; 2024Q4: 15,893 shares; 2025Q1: 15,523 shares; 2025Q2: 10,633 shares; 2025Q3: 10,984 shares; 2025Q4: 11,279 shares 11,279 $1.24M 0.04% +295 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,035 shares; 2024Q4: 36,717 shares; 2025Q1: 37,244 shares; 2025Q2: 33,434 shares; 2025Q3: 21,496 shares; 2025Q4: 20,679 shares 20,679 $1.24M 0.04% -817 Timeline VGIT 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: 5,964 shares; 2024Q4: 8,944 shares; 2025Q1: 10,229 shares; 2025Q2: 16,736 shares; 2025Q3: 16,872 shares; 2025Q4: 20,673 shares 20,673 $1.24M 0.04% +3,801 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,117 shares; 2025Q1: 2,145 shares; 2025Q2: 2,194 shares; 2025Q3: 1,895 shares; 2025Q4: 1,832 shares 1,832 $1.24M 0.04% -63 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 6,747 shares; 2025Q1: 6,696 shares; 2025Q2: 7,159 shares; 2025Q3: 6,854 shares; 2025Q4: 6,828 shares 6,828 $1.23M 0.04% -26 Timeline BUFY 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: 50,206 shares; 2025Q4: 55,325 shares 55,325 $1.23M 0.04% +5,119 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: 2,419 shares; 2024Q4: 2,500 shares; 2025Q1: 2,683 shares; 2025Q2: 2,749 shares; 2025Q3: 2,718 shares; 2025Q4: 3,150 shares 3,150 $1.23M 0.04% +432 Timeline ESGV 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: 11,422 shares; 2024Q4: 11,331 shares; 2025Q1: 11,151 shares; 2025Q2: 10,262 shares; 2025Q3: 11,199 shares; 2025Q4: 10,050 shares 10,050 $1.22M 0.04% -1,149 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 6,149 shares; 2025Q1: 4,554 shares; 2025Q2: 5,349 shares; 2025Q3: 6,259 shares; 2025Q4: 6,664 shares 6,664 $1.21M 0.04% +405 Timeline SPHY 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: 51,440 shares; 2024Q4: 49,739 shares; 2025Q1: 63,734 shares; 2025Q2: 47,993 shares; 2025Q3: 50,193 shares; 2025Q4: 51,193 shares 51,193 $1.21M 0.04% +1,000 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: 5,175 shares; 2024Q4: 2,800 shares; 2025Q1: 3,669 shares; 2025Q2: 3,717 shares; 2025Q3: 2,724 shares; 2025Q4: 5,507 shares 5,507 $1.21M 0.04% +2,783 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: 11,035 shares; 2024Q4: 10,281 shares; 2025Q1: 10,100 shares; 2025Q2: 9,518 shares; 2025Q3: 8,727 shares; 2025Q4: 12,089 shares 12,089 $1.21M 0.04% +3,362 Timeline WLFC WILLIS LEASE FIN CORP More: the full row for WILLIS LEASE FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,285 shares; 2025Q4: 8,885 shares 8,885 $1.21M 0.04% -400 Timeline TLTW ISHARES 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: 23,626 shares; 2024Q4: 28,051 shares; 2025Q1: 33,721 shares; 2025Q2: 51,843 shares; 2025Q3: 51,843 shares; 2025Q4: 53,129 shares 53,129 $1.2M 0.04% +1,286 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: 83,812 shares; 2024Q4: 61,300 shares; 2025Q1: 64,269 shares; 2025Q2: 59,428 shares; 2025Q3: 60,188 shares; 2025Q4: 59,456 shares 59,456 $1.2M 0.04% -732 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,257 shares; 2024Q4: 17,808 shares; 2025Q1: 16,934 shares; 2025Q2: 16,203 shares; 2025Q3: 16,082 shares; 2025Q4: 14,090 shares 14,090 $1.2M 0.04% -1,992 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,058 shares; 2024Q4: 258,558 shares; 2025Q1: 257,988 shares; 2025Q2: 252,708 shares; 2025Q3: 252,808 shares; 2025Q4: 215,118 shares 215,118 $1.19M 0.03% -37,690 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,809 shares; 2024Q4: 16,875 shares; 2025Q1: 16,172 shares; 2025Q2: 17,014 shares; 2025Q3: 16,072 shares; 2025Q4: 16,750 shares 16,750 $1.18M 0.03% +678 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,306 shares; 2024Q4: 33,371 shares; 2025Q1: 37,677 shares; 2025Q2: 34,192 shares; 2025Q3: 8,239 shares; 2025Q4: 9,330 shares 9,330 $1.17M 0.03% +1,091 Timeline MORT 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: 89,989 shares; 2024Q4: 93,569 shares; 2025Q1: 101,457 shares; 2025Q2: 107,390 shares; 2025Q3: 108,390 shares; 2025Q4: 111,390 shares 111,390 $1.17M 0.03% +3,000 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: 22,224 shares; 2024Q4: 19,033 shares; 2025Q1: 20,535 shares; 2025Q2: 22,044 shares; 2025Q3: 18,297 shares; 2025Q4: 20,009 shares 20,009 $1.17M 0.03% +1,712 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 10,220 shares; 2025Q1: 10,309 shares; 2025Q2: 12,012 shares; 2025Q3: 12,926 shares; 2025Q4: 13,131 shares 13,131 $1.16M 0.03% +205 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 10,876 shares; 2025Q1: 11,242 shares; 2025Q2: 11,402 shares; 2025Q3: 11,592 shares; 2025Q4: 11,597 shares 11,597 $1.16M 0.03% +5 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,790 shares; 2024Q4: 11,910 shares; 2025Q1: 12,212 shares; 2025Q2: 13,860 shares; 2025Q3: 14,920 shares; 2025Q4: 14,121 shares 14,121 $1.16M 0.03% -799 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,376 shares; 2024Q4: 140,233 shares; 2025Q1: 84,019 shares; 2025Q2: 86,319 shares; 2025Q3: 92,369 shares; 2025Q4: 97,605 shares 97,605 $1.15M 0.03% +5,236 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: 4,213 shares; 2024Q4: 6,918 shares; 2025Q1: 4,946 shares; 2025Q2: 15,383 shares; 2025Q3: 12,801 shares; 2025Q4: 13,556 shares 13,556 $1.15M 0.03% +755 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,972 shares; 2024Q4: 220,394 shares; 2025Q1: 229,053 shares; 2025Q2: 208,839 shares; 2025Q3: 221,942 shares; 2025Q4: 230,442 shares 230,442 $1.15M 0.03% +8,500 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: 11,340 shares; 2025Q2: 10,840 shares; 2025Q3: 14,270 shares; 2025Q4: 14,499 shares 14,499 $1.14M 0.03% +229 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: 2,190 shares; 2024Q4: 9,184 shares; 2025Q1: 8,480 shares; 2025Q2: 13,650 shares; 2025Q3: 26,140 shares; 2025Q4: 34,739 shares 34,739 $1.13M 0.03% +8,599 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,975 shares; 2024Q4: 76,125 shares; 2025Q1: 89,395 shares; 2025Q2: 85,000 shares; 2025Q3: 89,185 shares; 2025Q4: 90,310 shares 90,310 $1.13M 0.03% +1,125 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,564 shares; 2024Q4: 68,357 shares; 2025Q1: 70,548 shares; 2025Q2: 72,785 shares; 2025Q3: 75,972 shares; 2025Q4: 75,663 shares 75,663 $1.13M 0.03% -309 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,140 shares; 2024Q4: 18,303 shares; 2025Q1: 18,728 shares; 2025Q2: 15,168 shares; 2025Q3: 14,979 shares; 2025Q4: 14,160 shares 14,160 $1.12M 0.03% -819 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,234 shares 31,234 $1.12M 0.03% new 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: 88,154 shares; 2024Q4: 75,777 shares; 2025Q1: 71,825 shares; 2025Q2: 76,551 shares; 2025Q3: 65,705 shares; 2025Q4: 63,312 shares 63,312 $1.12M 0.03% -2,393 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,448 shares; 2025Q3: 35,011 shares; 2025Q4: 41,137 shares 41,137 $1.12M 0.03% +6,126 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 8,077 shares; 2025Q1: 9,818 shares; 2025Q2: 10,152 shares; 2025Q3: 8,146 shares; 2025Q4: 8,766 shares 8,766 $1.12M 0.03% +620 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,204 shares; 2024Q4: 16,328 shares; 2025Q1: 16,746 shares; 2025Q2: 13,234 shares; 2025Q3: 16,673 shares; 2025Q4: 17,885 shares 17,885 $1.12M 0.03% +1,212 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,490 shares; 2024Q4: 15,241 shares; 2025Q1: 15,417 shares; 2025Q2: 16,288 shares; 2025Q3: 14,518 shares; 2025Q4: 14,039 shares 14,039 $1.11M 0.03% -479 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,105 shares; 2024Q4: 112,420 shares; 2025Q1: 112,694 shares; 2025Q2: 88,337 shares; 2025Q3: 88,688 shares; 2025Q4: 86,943 shares 86,943 $1.1M 0.03% -1,745 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,918 shares; 2024Q4: 10,526 shares; 2025Q1: 14,515 shares; 2025Q2: 16,353 shares; 2025Q3: 23,577 shares; 2025Q4: 23,639 shares 23,639 $1.1M 0.03% +62 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,000 shares 23,000 $1.1M 0.03% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,278 shares; 2025Q1: 8,173 shares; 2025Q2: 9,167 shares; 2025Q3: 7,613 shares; 2025Q4: 8,694 shares 8,694 $1.09M 0.03% +1,081 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 4,893 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,517 shares; 2025Q4: 16,740 shares 16,740 $1.09M 0.03% +5,223 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,633 shares; 2024Q4: 58,877 shares; 2025Q1: 49,314 shares; 2025Q2: 52,584 shares; 2025Q3: 55,810 shares; 2025Q4: 56,395 shares 56,395 $1.09M 0.03% +585 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,530 shares; 2024Q4: 7,624 shares; 2025Q1: 7,491 shares; 2025Q2: 8,654 shares; 2025Q3: 9,797 shares; 2025Q4: 10,761 shares 10,761 $1.08M 0.03% +964 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: 4,534 shares; 2024Q4: 6,563 shares; 2025Q1: 11,706 shares; 2025Q2: 11,954 shares; 2025Q3: 11,604 shares; 2025Q4: 10,611 shares 10,611 $1.08M 0.03% -993 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: 4,890 shares; 2024Q4: 5,826 shares; 2025Q1: 5,406 shares; 2025Q2: 5,524 shares; 2025Q3: 4,859 shares; 2025Q4: 5,102 shares 5,102 $1.08M 0.03% +243 Timeline BRHY BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,806 shares; 2025Q3: 20,109 shares; 2025Q4: 20,963 shares 20,963 $1.08M 0.03% +854 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,125 shares; 2024Q4: 18,111 shares; 2025Q1: 17,067 shares; 2025Q2: 15,995 shares; 2025Q3: 13,114 shares; 2025Q4: 14,658 shares 14,658 $1.08M 0.03% +1,544 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 12,030 shares; 2025Q1: 12,053 shares; 2025Q2: 13,352 shares; 2025Q3: 12,661 shares; 2025Q4: 13,131 shares 13,131 $1.08M 0.03% +470 Timeline DLN 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: 11,092 shares; 2024Q4: 11,092 shares; 2025Q1: 11,092 shares; 2025Q2: 11,617 shares; 2025Q3: 11,541 shares; 2025Q4: 12,208 shares 12,208 $1.07M 0.03% +667 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: 4,860 shares; 2024Q4: 5,444 shares; 2025Q1: 9,692 shares; 2025Q2: 15,044 shares; 2025Q3: 15,539 shares; 2025Q4: 21,221 shares 21,221 $1.07M 0.03% +5,682 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,125 shares; 2025Q1: 2,171 shares; 2025Q2: 2,486 shares; 2025Q3: not reported; 2025Q4: 7,764 shares 7,764 $1.06M 0.03% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,887 shares; 2024Q4: 28,433 shares; 2025Q1: 30,009 shares; 2025Q2: 27,540 shares; 2025Q3: 28,991 shares; 2025Q4: 34,567 shares 34,567 $1.06M 0.03% +5,576 Timeline UFOX 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: 17,853 shares; 2024Q4: 17,553 shares; 2025Q1: 18,053 shares; 2025Q2: 14,153 shares; 2025Q3: 13,153 shares; 2025Q4: 16,366 shares 16,366 $1.04M 0.03% +3,213 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,017 shares; 2025Q1: 9,364 shares; 2025Q2: 8,407 shares; 2025Q3: 7,676 shares; 2025Q4: 7,937 shares 7,937 $1.04M 0.03% +261 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,573 shares; 2025Q1: 2,493 shares; 2025Q2: 2,582 shares; 2025Q3: 2,750 shares; 2025Q4: 2,810 shares 2,810 $1.04M 0.03% +60 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,906 shares; 2024Q4: 17,723 shares; 2025Q1: 17,420 shares; 2025Q2: 11,759 shares; 2025Q3: 11,720 shares; 2025Q4: 11,747 shares 11,747 $1.04M 0.03% +27 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 4,147 shares; 2025Q1: 4,890 shares; 2025Q2: 5,003 shares; 2025Q3: 5,747 shares; 2025Q4: 6,099 shares 6,099 $1.03M 0.03% +352 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 2,124 shares; 2025Q1: 5,669 shares; 2025Q2: 6,733 shares; 2025Q3: 10,042 shares; 2025Q4: 10,173 shares 10,173 $1.03M 0.03% +131 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 3,947 shares; 2025Q1: 4,357 shares; 2025Q2: 4,580 shares; 2025Q3: 4,658 shares; 2025Q4: 3,992 shares 3,992 $1.03M 0.03% -666 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,101 shares; 2024Q4: 16,158 shares; 2025Q1: 17,656 shares; 2025Q2: 18,409 shares; 2025Q3: 19,511 shares; 2025Q4: 19,535 shares 19,535 $1.03M 0.03% +24 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,859 shares; 2025Q2: 5,052 shares; 2025Q3: 5,064 shares; 2025Q4: 5,009 shares 5,009 $1.03M 0.03% -55 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,608 shares; 2025Q1: 7,878 shares; 2025Q2: 8,005 shares; 2025Q3: 19,324 shares; 2025Q4: 19,222 shares 19,222 $1.03M 0.03% -102 Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259,650 shares 259,650 $1.03M 0.03% new Timeline CGSM 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: 14,547 shares; 2024Q4: 31,535 shares; 2025Q1: 32,119 shares; 2025Q2: 32,635 shares; 2025Q3: 38,256 shares; 2025Q4: 38,909 shares 38,909 $1.02M 0.03% +653 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,724 shares; 2024Q4: 116,791 shares; 2025Q1: 121,478 shares; 2025Q2: 113,984 shares; 2025Q3: 116,629 shares; 2025Q4: 165,973 shares 165,973 $1.02M 0.03% +49,344 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 13,337 shares; 2025Q1: 16,190 shares; 2025Q2: 13,978 shares; 2025Q3: 30,726 shares; 2025Q4: 21,132 shares 21,132 $1.02M 0.03% -9,594 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: 11,943 shares; 2024Q4: 11,679 shares; 2025Q1: 10,997 shares; 2025Q2: 11,864 shares; 2025Q3: 12,142 shares; 2025Q4: 12,802 shares 12,802 $1.02M 0.03% +660 Timeline CSM 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: 17,157 shares; 2024Q4: 17,941 shares; 2025Q1: 18,013 shares; 2025Q2: 16,050 shares; 2025Q3: 12,561 shares; 2025Q4: 12,563 shares 12,563 $1M 0.03% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,225 shares; 2025Q1: 4,565 shares; 2025Q2: 4,791 shares; 2025Q3: 5,323 shares; 2025Q4: 5,317 shares 5,317 $984K 0.03% -6 Timeline GVI ISHARES 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: 11,570 shares; 2024Q4: 11,570 shares; 2025Q1: 7,802 shares; 2025Q2: 7,831 shares; 2025Q3: 9,092 shares; 2025Q4: 9,159 shares 9,159 $983K 0.03% +67 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,807 shares; 2025Q4: 10,408 shares 10,408 $971K 0.03% +3,601 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 7,465 shares; 2025Q1: 5,526 shares; 2025Q2: 5,511 shares; 2025Q3: 6,391 shares; 2025Q4: 12,109 shares 12,109 $969K 0.03% +5,718 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 8,393 shares; 2025Q4: 9,141 shares 9,141 $960K 0.03% +748 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,379 shares; 2024Q4: 14,168 shares; 2025Q1: 13,470 shares; 2025Q2: 12,963 shares; 2025Q3: 7,468 shares; 2025Q4: 7,251 shares 7,251 $960K 0.03% -217 Timeline NREF NEXPOINT REAL ESTATE FIN INC More: the full row for NEXPOINT REAL ESTATE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,295 shares; 2024Q4: 70,846 shares; 2025Q1: 83,897 shares; 2025Q2: 76,917 shares; 2025Q3: 70,357 shares; 2025Q4: 67,977 shares 67,977 $957K 0.03% -2,380 Timeline BBLU 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: 14,037 shares; 2024Q4: 44,937 shares; 2025Q1: 63,620 shares; 2025Q2: 63,320 shares; 2025Q3: 70,160 shares; 2025Q4: 62,255 shares 62,255 $950K 0.03% -7,905 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,389 shares; 2024Q4: not reported; 2025Q1: 14,559 shares; 2025Q2: 20,684 shares; 2025Q3: 71,384 shares; 2025Q4: 74,249 shares 74,249 $949K 0.03% +2,865 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 3,327 shares; 2025Q1: 3,267 shares; 2025Q2: 3,658 shares; 2025Q3: 3,790 shares; 2025Q4: 3,929 shares 3,929 $946K 0.03% +139 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,070 shares; 2025Q1: 1,866 shares; 2025Q2: 1,826 shares; 2025Q3: 3,880 shares; 2025Q4: 5,808 shares 5,808 $941K 0.03% +1,928 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,325 shares; 2024Q4: 39,583 shares; 2025Q1: 37,372 shares; 2025Q2: 22,573 shares; 2025Q3: 24,605 shares; 2025Q4: 27,094 shares 27,094 $941K 0.03% +2,489 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,127 shares; 2025Q4: 13,483 shares 13,483 $939K 0.03% +1,356 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 7,807 shares; 2025Q1: 12,718 shares; 2025Q2: 10,478 shares; 2025Q3: 9,729 shares; 2025Q4: 20,404 shares 20,404 $936K 0.03% +10,675 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,503 shares; 2025Q1: 2,715 shares; 2025Q2: 2,263 shares; 2025Q3: 2,676 shares; 2025Q4: 3,051 shares 3,051 $934K 0.03% +375 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: 7,968 shares; 2024Q4: 7,925 shares; 2025Q1: 7,833 shares; 2025Q2: 7,959 shares; 2025Q3: 9,621 shares; 2025Q4: 10,439 shares 10,439 $934K 0.03% +818 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 40,198 shares; 2025Q4: 34,374 shares 34,374 $933K 0.03% -5,824 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 6,566 shares; 2025Q1: 7,195 shares; 2025Q2: 15,298 shares; 2025Q3: 14,779 shares; 2025Q4: 15,605 shares 15,605 $932K 0.03% +826 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: 19,057 shares; 2024Q4: 19,399 shares; 2025Q1: 19,911 shares; 2025Q2: 19,060 shares; 2025Q3: 21,458 shares; 2025Q4: 21,134 shares 21,134 $921K 0.03% -324 Timeline SMDV 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: 15,086 shares; 2024Q4: 14,810 shares; 2025Q1: 14,866 shares; 2025Q2: 14,370 shares; 2025Q3: 13,928 shares; 2025Q4: 13,941 shares 13,941 $921K 0.03% +13 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 3,010 shares; 2025Q1: 3,186 shares; 2025Q2: 3,167 shares; 2025Q3: 3,459 shares; 2025Q4: 3,517 shares 3,517 $919K 0.03% +58 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,826 shares; 2025Q1: 4,062 shares; 2025Q2: 3,833 shares; 2025Q3: 3,885 shares; 2025Q4: 4,439 shares 4,439 $910K 0.03% +554 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,843 shares; 2024Q4: 8,318 shares; 2025Q1: 8,026 shares; 2025Q2: 8,307 shares; 2025Q3: 8,635 shares; 2025Q4: 8,843 shares 8,843 $905K 0.03% +208 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,687 shares; 2024Q4: 72,874 shares; 2025Q1: 76,187 shares; 2025Q2: 73,289 shares; 2025Q3: 119,215 shares; 2025Q4: 111,354 shares 111,354 $903K 0.03% -7,861 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,014 shares; 2024Q4: 13,011 shares; 2025Q1: 13,168 shares; 2025Q2: 13,210 shares; 2025Q3: 13,537 shares; 2025Q4: 13,589 shares 13,589 $902K 0.03% +52 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: 76,596 shares; 2024Q4: 72,945 shares; 2025Q1: 74,364 shares; 2025Q2: 72,385 shares; 2025Q3: 74,847 shares; 2025Q4: 80,051 shares 80,051 $902K 0.03% +5,204 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 3,979 shares 3,979 $901K 0.03% +2,911 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: 3,390 shares; 2024Q4: 4,681 shares; 2025Q1: 4,830 shares; 2025Q2: 4,709 shares; 2025Q3: 4,633 shares; 2025Q4: 4,318 shares 4,318 $901K 0.03% -315 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,261 shares; 2025Q1: 1,316 shares; 2025Q2: 1,379 shares; 2025Q3: 1,779 shares; 2025Q4: 2,400 shares 2,400 $900K 0.03% +621 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,371 shares; 2024Q4: 109,619 shares; 2025Q1: 107,833 shares; 2025Q2: 104,821 shares; 2025Q3: 109,412 shares; 2025Q4: 143,063 shares 143,063 $898K 0.03% +33,651 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: 9,012 shares; 2024Q4: 8,338 shares; 2025Q1: 8,728 shares; 2025Q2: 11,226 shares; 2025Q3: 10,802 shares; 2025Q4: 8,611 shares 8,611 $893K 0.03% -2,191 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,600 shares; 2024Q4: 107,728 shares; 2025Q1: 130,399 shares; 2025Q2: 112,609 shares; 2025Q3: 85,810 shares; 2025Q4: 89,550 shares 89,550 $893K 0.03% +3,740 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: 7,632 shares; 2024Q4: 9,702 shares; 2025Q1: 8,502 shares; 2025Q2: 7,967 shares; 2025Q3: 8,512 shares; 2025Q4: 8,912 shares 8,912 $887K 0.03% +400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,614 shares; 2025Q3: 19,795 shares; 2025Q4: 21,386 shares 21,386 $885K 0.03% +1,591 Timeline HDV ISHARES 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: 7,324 shares; 2024Q4: 7,013 shares; 2025Q1: 6,485 shares; 2025Q2: 6,569 shares; 2025Q3: 6,572 shares; 2025Q4: 7,247 shares 7,247 $881K 0.03% +675 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,683 shares; 2025Q1: 2,741 shares; 2025Q2: 3,401 shares; 2025Q3: 3,553 shares; 2025Q4: 3,664 shares 3,664 $881K 0.03% +111 Timeline BITO 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: 10,774 shares; 2025Q1: 28,474 shares; 2025Q2: 35,260 shares; 2025Q3: 63,943 shares; 2025Q4: 72,295 shares 72,295 $879K 0.03% +8,352 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest 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: 12,740 shares; 2025Q4: 23,234 shares 23,234 $878K 0.03% +10,494 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,496 shares; 2025Q1: 2,713 shares; 2025Q2: 3,431 shares; 2025Q3: 3,338 shares; 2025Q4: 3,491 shares 3,491 $876K 0.03% +153 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: 20,998 shares; 2024Q4: 17,820 shares; 2025Q1: 16,170 shares; 2025Q2: 17,805 shares; 2025Q3: 17,664 shares; 2025Q4: 15,463 shares 15,463 $876K 0.03% -2,201 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,960 shares; 2024Q4: 21,960 shares; 2025Q1: 31,377 shares; 2025Q2: 74,077 shares; 2025Q3: 72,274 shares; 2025Q4: 69,380 shares 69,380 $873K 0.03% -2,894 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,635 shares; 2025Q2: 32,666 shares; 2025Q3: 31,866 shares; 2025Q4: 35,091 shares 35,091 $869K 0.03% +3,225 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: 15,002 shares; 2025Q1: 14,933 shares; 2025Q2: 17,179 shares; 2025Q3: 18,067 shares; 2025Q4: 18,818 shares 18,818 $868K 0.03% +751 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: 6,121 shares; 2024Q4: 6,126 shares; 2025Q1: 7,098 shares; 2025Q2: 7,925 shares; 2025Q3: 8,810 shares; 2025Q4: 9,210 shares 9,210 $867K 0.03% +400 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,102 shares; 2024Q4: 79,858 shares; 2025Q1: 77,653 shares; 2025Q2: 62,328 shares; 2025Q3: 56,425 shares; 2025Q4: 54,664 shares 54,664 $864K 0.03% -1,761 Timeline HACK 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: 8,542 shares; 2024Q4: 8,747 shares; 2025Q1: 8,671 shares; 2025Q2: 8,671 shares; 2025Q3: 8,756 shares; 2025Q4: 10,731 shares 10,731 $862K 0.03% +1,975 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,612 shares; 2024Q4: 78,728 shares; 2025Q1: 79,315 shares; 2025Q2: 87,173 shares; 2025Q3: 78,468 shares; 2025Q4: 86,701 shares 86,701 $859K 0.03% +8,233 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,336 shares; 2024Q4: 19,341 shares; 2025Q1: 18,876 shares; 2025Q2: 19,100 shares; 2025Q3: 17,925 shares; 2025Q4: 17,925 shares 17,925 $855K 0.02% 0 Timeline ESGE 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: 18,727 shares; 2024Q4: 18,668 shares; 2025Q1: 18,020 shares; 2025Q2: 18,634 shares; 2025Q3: 18,840 shares; 2025Q4: 19,297 shares 19,297 $852K 0.02% +457 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,288 shares; 2024Q4: 7,574 shares; 2025Q1: 7,434 shares; 2025Q2: 7,352 shares; 2025Q3: 6,855 shares; 2025Q4: 6,528 shares 6,528 $850K 0.02% -327 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,774 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,222 shares 44,222 $849K 0.02% new Timeline