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: 513,775 shares; 2024Q4: 605,770 shares; 2025Q1: 615,532 shares; 2025Q2: 707,040 shares; 2025Q3: 734,485 shares; 2025Q4: 877,186 shares 877,186 $238M 3.92% +142,701 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,021 shares; 2024Q4: 238,549 shares; 2025Q1: 225,575 shares; 2025Q2: 223,470 shares; 2025Q3: 243,333 shares; 2025Q4: 267,475 shares 267,475 $168M 2.75% +24,142 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: 153,683 shares; 2024Q4: 179,913 shares; 2025Q1: 188,169 shares; 2025Q2: 222,977 shares; 2025Q3: 223,053 shares; 2025Q4: 272,424 shares 272,424 $132M 2.16% +49,371 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: 216,607 shares; 2024Q4: 246,427 shares; 2025Q1: 1,230,069 shares; 2025Q2: 1,257,410 shares; 2025Q3: 1,237,558 shares; 2025Q4: 1,331,691 shares 1,331,691 $107M 1.75% +94,133 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: 148,326 shares; 2024Q4: 253,065 shares; 2025Q1: 266,136 shares; 2025Q2: 289,368 shares; 2025Q3: 336,191 shares; 2025Q4: 475,581 shares 475,581 $88.7M 1.46% +139,390 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: 214,305 shares; 2024Q4: 243,408 shares; 2025Q1: 255,710 shares; 2025Q2: 283,913 shares; 2025Q3: 299,303 shares; 2025Q4: 379,531 shares 379,531 $87.6M 1.44% +80,228 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: 186,699 shares; 2024Q4: 344,771 shares; 2025Q1: 845,784 shares; 2025Q2: 898,178 shares; 2025Q3: 965,926 shares; 2025Q4: 1,098,909 shares 1,098,909 $86.6M 1.42% +132,983 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: 181,209 shares; 2024Q4: 219,904 shares; 2025Q1: 227,660 shares; 2025Q2: 233,118 shares; 2025Q3: 251,654 shares; 2025Q4: 274,761 shares 274,761 $86M 1.41% +23,107 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: 190,752 shares; 2024Q4: 200,437 shares; 2025Q1: 208,155 shares; 2025Q2: 231,592 shares; 2025Q3: 233,593 shares; 2025Q4: 246,018 shares 246,018 $79.3M 1.3% +12,425 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: 271,973 shares; 2024Q4: 587,869 shares; 2025Q1: 363,967 shares; 2025Q2: 744,016 shares; 2025Q3: 729,990 shares; 2025Q4: 530,908 shares 530,908 $65.4M 1.07% -199,082 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: 33,296 shares; 2024Q4: 45,693 shares; 2025Q1: 47,924 shares; 2025Q2: 48,576 shares; 2025Q3: 50,772 shares; 2025Q4: 95,079 shares 95,079 $65.1M 1.07% +44,307 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: 64,960 shares; 2024Q4: 72,792 shares; 2025Q1: 75,220 shares; 2025Q2: 76,267 shares; 2025Q3: 77,015 shares; 2025Q4: 93,212 shares 93,212 $61.5M 1.01% +16,197 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: 131,500 shares; 2024Q4: 153,623 shares; 2025Q1: 158,084 shares; 2025Q2: 158,445 shares; 2025Q3: 153,007 shares; 2025Q4: 177,710 shares 177,710 $61.5M 1.01% +24,703 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: 149,907 shares; 2024Q4: 160,526 shares; 2025Q1: 163,363 shares; 2025Q2: 171,911 shares; 2025Q3: 175,374 shares; 2025Q4: 190,654 shares 190,654 $59.8M 0.98% +15,280 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: 43,898 shares; 2024Q4: 65,297 shares; 2025Q1: 60,879 shares; 2025Q2: 65,983 shares; 2025Q3: 68,092 shares; 2025Q4: 91,277 shares 91,277 $56.1M 0.92% +23,185 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: 35,946 shares; 2024Q4: 42,261 shares; 2025Q1: 42,756 shares; 2025Q2: 57,367 shares; 2025Q3: 58,783 shares; 2025Q4: 78,755 shares 78,755 $53.7M 0.88% +19,972 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: 112,303 shares; 2024Q4: 8,388 shares; 2025Q1: 212,043 shares; 2025Q2: 15,198 shares; 2025Q3: 16,355 shares; 2025Q4: 240,141 shares 240,141 $50.9M 0.84% +223,786 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,475 shares; 2024Q4: 837,032 shares; 2025Q1: 869,939 shares; 2025Q2: 946,574 shares; 2025Q3: 971,163 shares; 2025Q4: 994,418 shares 994,418 $50.4M 0.83% +23,255 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,452 shares; 2024Q4: 138,471 shares; 2025Q1: 535,493 shares; 2025Q2: 558,349 shares; 2025Q3: 576,359 shares; 2025Q4: 642,062 shares 642,062 $50M 0.82% +65,703 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,085 shares; 2024Q4: 557,447 shares; 2025Q1: 557,496 shares; 2025Q2: 558,256 shares; 2025Q3: 558,279 shares; 2025Q4: 558,887 shares 558,887 $46.9M 0.77% +608 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,985 shares; 2024Q4: 273,077 shares; 2025Q1: 300,727 shares; 2025Q2: 366,093 shares; 2025Q3: 385,370 shares; 2025Q4: 413,937 shares 413,937 $46.3M 0.76% +28,567 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,196 shares; 2024Q4: 159,813 shares; 2025Q1: 123,382 shares; 2025Q2: 1,635,660 shares; 2025Q3: 1,646,734 shares; 2025Q4: 1,695,498 shares 1,695,498 $45.6M 0.75% +48,764 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: 111,809 shares; 2024Q4: 273,758 shares; 2025Q1: 394,744 shares; 2025Q2: 413,047 shares; 2025Q3: 426,119 shares; 2025Q4: 491,639 shares 491,639 $44M 0.72% +65,520 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: 91,877 shares; 2024Q4: 98,889 shares; 2025Q1: 104,047 shares; 2025Q2: 106,598 shares; 2025Q3: 105,584 shares; 2025Q4: 119,198 shares 119,198 $41.8M 0.69% +13,614 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: 306,843 shares; 2024Q4: 314,821 shares; 2025Q1: 406,533 shares; 2025Q2: 417,496 shares; 2025Q3: 408,858 shares; 2025Q4: 461,681 shares 461,681 $39.1M 0.64% +52,823 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: 36,707 shares; 2024Q4: 46,628 shares; 2025Q1: 50,208 shares; 2025Q2: 47,783 shares; 2025Q3: 48,494 shares; 2025Q4: 72,764 shares 72,764 $36.6M 0.6% +24,270 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: 124,285 shares; 2024Q4: 148,604 shares; 2025Q1: 157,375 shares; 2025Q2: 230,221 shares; 2025Q3: 242,804 shares; 2025Q4: 303,136 shares 303,136 $36.5M 0.6% +60,332 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: 377,930 shares; 2024Q4: 397,679 shares; 2025Q1: 393,551 shares; 2025Q2: 407,894 shares; 2025Q3: 402,429 shares; 2025Q4: 573,388 shares 573,388 $35.8M 0.59% +170,959 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: 252,282 shares; 2024Q4: 271,515 shares; 2025Q1: 285,291 shares; 2025Q2: 279,379 shares; 2025Q3: 293,866 shares; 2025Q4: 320,214 shares 320,214 $35.7M 0.59% +26,348 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: not reported; 2025Q1: 308,537 shares; 2025Q2: 295,566 shares; 2025Q3: 321,227 shares; 2025Q4: 345,191 shares 345,191 $35.3M 0.58% +23,964 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,078 shares; 2024Q4: 6,757 shares; 2025Q1: 193,510 shares; 2025Q2: 7,545 shares; 2025Q3: 362,321 shares; 2025Q4: 300,601 shares 300,601 $34.2M 0.56% -61,720 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,809 shares; 2024Q4: 6,711 shares; 2025Q1: 222,382 shares; 2025Q2: 4,648 shares; 2025Q3: 215,044 shares; 2025Q4: 255,860 shares 255,860 $33.7M 0.55% +40,816 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: 82,736 shares; 2024Q4: 94,923 shares; 2025Q1: 96,431 shares; 2025Q2: 131,395 shares; 2025Q3: 134,893 shares; 2025Q4: 161,343 shares 161,343 $33.4M 0.55% +26,450 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: 50,097 shares; 2024Q4: 51,625 shares; 2025Q1: 67,927 shares; 2025Q2: 67,146 shares; 2025Q3: 66,645 shares; 2025Q4: 99,246 shares 99,246 $33.3M 0.55% +32,601 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: 99,609 shares; 2024Q4: 1,188,845 shares; 2025Q1: 521,462 shares; 2025Q2: 1,343,084 shares; 2025Q3: 1,366,416 shares; 2025Q4: 1,003,044 shares 1,003,044 $32.7M 0.54% -363,372 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: 186,994 shares; 2024Q4: 226,898 shares; 2025Q1: 225,894 shares; 2025Q2: 215,996 shares; 2025Q3: 222,663 shares; 2025Q4: 244,728 shares 244,728 $29.4M 0.48% +22,065 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: 316,352 shares; 2024Q4: 412,867 shares; 2025Q1: 266,010 shares; 2025Q2: 282,254 shares; 2025Q3: 284,976 shares; 2025Q4: 292,162 shares 292,162 $29.2M 0.48% +7,186 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: 48,390 shares; 2024Q4: 64,495 shares; 2025Q1: 66,248 shares; 2025Q2: 104,114 shares; 2025Q3: 113,925 shares; 2025Q4: 127,623 shares 127,623 $29.2M 0.48% +13,698 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,084 shares; 2024Q4: 53,978 shares; 2025Q1: 1,102,992 shares; 2025Q2: 137,255 shares; 2025Q3: 134,750 shares; 2025Q4: 980,974 shares 980,974 $29M 0.48% +846,224 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: 50,099 shares; 2024Q4: 57,006 shares; 2025Q1: 57,580 shares; 2025Q2: 73,932 shares; 2025Q3: 75,484 shares; 2025Q4: 80,169 shares 80,169 $27.6M 0.45% +4,685 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 556,704 shares; 2025Q2: 589,605 shares; 2025Q3: 635,387 shares; 2025Q4: 715,468 shares 715,468 $27.3M 0.45% +80,081 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: 263,508 shares; 2024Q4: 211,148 shares; 2025Q1: 248,330 shares; 2025Q2: 237,577 shares; 2025Q3: 235,882 shares; 2025Q4: 584,856 shares 584,856 $27.2M 0.45% +348,974 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: 8,612 shares; 2024Q4: 13,975 shares; 2025Q1: 11,937 shares; 2025Q2: 13,637 shares; 2025Q3: 26,212 shares; 2025Q4: 55,169 shares 55,169 $26.9M 0.44% +28,957 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: 158,567 shares; 2024Q4: 17,144 shares; 2025Q1: 81,796 shares; 2025Q2: 7,526 shares; 2025Q3: 131,710 shares; 2025Q4: 125,279 shares 125,279 $26.5M 0.44% -6,431 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: 14,429 shares; 2024Q4: 16,574 shares; 2025Q1: 17,756 shares; 2025Q2: 20,687 shares; 2025Q3: 20,646 shares; 2025Q4: 24,198 shares 24,198 $26M 0.43% +3,552 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,924 shares; 2024Q4: 345,181 shares; 2025Q1: 343,986 shares; 2025Q2: 339,153 shares; 2025Q3: 328,651 shares; 2025Q4: 323,423 shares 323,423 $24.2M 0.4% -5,228 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,903 shares; 2024Q4: 8,546 shares; 2025Q1: 128,660 shares; 2025Q2: 7,422 shares; 2025Q3: 121,161 shares; 2025Q4: 134,737 shares 134,737 $23.9M 0.39% +13,576 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 7 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 31 shares; 2025Q4: 31 shares 31 $23.4M 0.38% 0 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: 30,680 shares; 2024Q4: 37,754 shares; 2025Q1: 162,956 shares; 2025Q2: 108,436 shares; 2025Q3: 53,646 shares; 2025Q4: 316,646 shares 316,646 $22.6M 0.37% +263,000 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: 32,298 shares; 2024Q4: 42,740 shares; 2025Q1: 46,656 shares; 2025Q2: 67,943 shares; 2025Q3: 79,787 shares; 2025Q4: 86,207 shares 86,207 $21.8M 0.36% +6,420 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: 20,468 shares; 2024Q4: 116,654 shares; 2025Q1: 129,047 shares; 2025Q2: 136,541 shares; 2025Q3: 139,829 shares; 2025Q4: 319,935 shares 319,935 $21.5M 0.35% +180,106 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: 21,219 shares; 2024Q4: 24,538 shares; 2025Q1: 26,536 shares; 2025Q2: 29,185 shares; 2025Q3: 29,970 shares; 2025Q4: 47,332 shares 47,332 $21.3M 0.35% +17,362 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: 9,845 shares; 2024Q4: 26,733 shares; 2025Q1: 42,094 shares; 2025Q2: 77,171 shares; 2025Q3: 78,788 shares; 2025Q4: 82,296 shares 82,296 $21.1M 0.35% +3,508 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 361,452 shares; 2025Q2: 556,498 shares; 2025Q3: 771,495 shares; 2025Q4: 889,940 shares 889,940 $21M 0.35% +118,445 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: 250,865 shares; 2024Q4: 175,687 shares; 2025Q1: 169,062 shares; 2025Q2: 169,515 shares; 2025Q3: 164,016 shares; 2025Q4: 196,356 shares 196,356 $21M 0.35% +32,340 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,159 shares; 2024Q4: 790,905 shares; 2025Q1: 794,823 shares; 2025Q2: 831,574 shares; 2025Q3: 807,207 shares; 2025Q4: 848,866 shares 848,866 $20.4M 0.34% +41,659 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: 55,638 shares; 2024Q4: 52,564 shares; 2025Q1: 57,782 shares; 2025Q2: 61,537 shares; 2025Q3: 55,031 shares; 2025Q4: 66,510 shares 66,510 $20.2M 0.33% +11,479 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: 9,088 shares; 2024Q4: 9,387 shares; 2025Q1: 7,035 shares; 2025Q2: 7,270 shares; 2025Q3: 8,475 shares; 2025Q4: 26,252 shares 26,252 $19.8M 0.32% +17,777 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: 12,593 shares; 2024Q4: 17,333 shares; 2025Q1: 16,752 shares; 2025Q2: 54,121 shares; 2025Q3: 54,760 shares; 2025Q4: 66,135 shares 66,135 $19.6M 0.32% +11,375 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: 54,446 shares; 2024Q4: 62,407 shares; 2025Q1: 67,137 shares; 2025Q2: 68,505 shares; 2025Q3: 67,805 shares; 2025Q4: 72,134 shares 72,134 $19.1M 0.31% +4,329 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: 189,527 shares; 2024Q4: 224,537 shares; 2025Q1: 238,900 shares; 2025Q2: 360,182 shares; 2025Q3: 376,570 shares; 2025Q4: 466,396 shares 466,396 $19M 0.31% +89,826 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: 97,694 shares; 2024Q4: 104,832 shares; 2025Q1: 47,046 shares; 2025Q2: 49,489 shares; 2025Q3: 49,774 shares; 2025Q4: 64,917 shares 64,917 $18.8M 0.31% +15,143 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: 50,672 shares; 2024Q4: 64,985 shares; 2025Q1: 70,621 shares; 2025Q2: 79,618 shares; 2025Q3: 80,875 shares; 2025Q4: 115,267 shares 115,267 $18.5M 0.3% +34,392 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: 142,124 shares; 2024Q4: 151,502 shares; 2025Q1: 163,007 shares; 2025Q2: 174,269 shares; 2025Q3: 173,817 shares; 2025Q4: 184,953 shares 184,953 $18.5M 0.3% +11,136 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,749 shares; 2024Q4: 59,989 shares; 2025Q1: 66,807 shares; 2025Q2: 78,747 shares; 2025Q3: 80,520 shares; 2025Q4: 81,682 shares 81,682 $18.4M 0.3% +1,162 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,604 shares; 2025Q2: 138,917 shares; 2025Q3: 159,396 shares; 2025Q4: 195,512 shares 195,512 $18.4M 0.3% +36,116 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: 12,008 shares; 2024Q4: 14,151 shares; 2025Q1: 21,232 shares; 2025Q2: 16,819 shares; 2025Q3: 18,521 shares; 2025Q4: 20,081 shares 20,081 $17.3M 0.28% +1,560 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: 42,173 shares; 2024Q4: 36,468 shares; 2025Q1: 45,831 shares; 2025Q2: 48,895 shares; 2025Q3: 47,410 shares; 2025Q4: 66,846 shares 66,846 $17.2M 0.28% +19,436 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167,589 shares; 2025Q2: 248,877 shares; 2025Q3: 239,311 shares; 2025Q4: 235,536 shares 235,536 $16.8M 0.28% -3,775 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: 41,725 shares; 2024Q4: 44,373 shares; 2025Q1: 47,237 shares; 2025Q2: 46,063 shares; 2025Q3: 52,452 shares; 2025Q4: 275,471 shares 275,471 $16.8M 0.28% +223,019 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: 3,076 shares; 2024Q4: 2,443 shares; 2025Q1: 2,604 shares; 2025Q2: 2,745 shares; 2025Q3: 2,821 shares; 2025Q4: 3,065 shares 3,065 $16.4M 0.27% +244 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,089 shares; 2024Q4: 46,995 shares; 2025Q1: 374,473 shares; 2025Q2: 230,830 shares; 2025Q3: 210,530 shares; 2025Q4: 224,774 shares 224,774 $16.3M 0.27% +14,244 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: 152,502 shares; 2024Q4: 172,105 shares; 2025Q1: 197,825 shares; 2025Q2: 189,774 shares; 2025Q3: 187,533 shares; 2025Q4: 196,609 shares 196,609 $16.2M 0.27% +9,076 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: 126,314 shares; 2024Q4: 141,005 shares; 2025Q1: 153,239 shares; 2025Q2: 156,107 shares; 2025Q3: 158,442 shares; 2025Q4: 167,403 shares 167,403 $16.1M 0.26% +8,961 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: 10,150 shares; 2024Q4: 14,975 shares; 2025Q1: 30,270 shares; 2025Q2: 40,779 shares; 2025Q3: 42,586 shares; 2025Q4: 72,999 shares 72,999 $16M 0.26% +30,413 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,410 shares; 2024Q4: 226,993 shares; 2025Q1: 245,023 shares; 2025Q2: 258,737 shares; 2025Q3: 297,577 shares; 2025Q4: 348,396 shares 348,396 $16M 0.26% +50,819 Timeline FDVV 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: 201,266 shares; 2024Q4: 209,263 shares; 2025Q1: 217,011 shares; 2025Q2: 222,614 shares; 2025Q3: 228,845 shares; 2025Q4: 282,582 shares 282,582 $16M 0.26% +53,737 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,373 shares; 2024Q4: 25,377 shares; 2025Q1: 74,265 shares; 2025Q2: 113,193 shares; 2025Q3: 152,288 shares; 2025Q4: 301,049 shares 301,049 $15.9M 0.26% +148,761 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,720 shares; 2024Q4: 40,334 shares; 2025Q1: 41,388 shares; 2025Q2: 43,026 shares; 2025Q3: 43,311 shares; 2025Q4: 41,070 shares 41,070 $15.7M 0.26% -2,241 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: 21,396 shares; 2024Q4: 22,030 shares; 2025Q1: 22,733 shares; 2025Q2: 24,578 shares; 2025Q3: 25,701 shares; 2025Q4: 82,359 shares 82,359 $15.7M 0.26% +56,658 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: 17,675 shares; 2024Q4: 19,616 shares; 2025Q1: 19,818 shares; 2025Q2: 21,805 shares; 2025Q3: 78,577 shares; 2025Q4: 157,033 shares 157,033 $15.6M 0.26% +78,456 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: 50,303 shares; 2024Q4: 51,789 shares; 2025Q1: 51,423 shares; 2025Q2: 49,483 shares; 2025Q3: 46,738 shares; 2025Q4: 48,392 shares 48,392 $15.4M 0.25% +1,654 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: 137,503 shares; 2024Q4: 155,899 shares; 2025Q1: 160,403 shares; 2025Q2: 168,635 shares; 2025Q3: 172,094 shares; 2025Q4: 198,549 shares 198,549 $15.3M 0.25% +26,455 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: 41,575 shares; 2024Q4: 44,800 shares; 2025Q1: 47,312 shares; 2025Q2: 50,223 shares; 2025Q3: 48,925 shares; 2025Q4: 46,056 shares 46,056 $15.2M 0.25% -2,869 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: 38,334 shares; 2024Q4: 48,027 shares; 2025Q1: 50,913 shares; 2025Q2: 84,716 shares; 2025Q3: 91,423 shares; 2025Q4: 105,915 shares 105,915 $15.2M 0.25% +14,492 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: 33,665 shares; 2024Q4: 111,591 shares; 2025Q1: 206,232 shares; 2025Q2: 128,262 shares; 2025Q3: 139,221 shares; 2025Q4: 186,755 shares 186,755 $15.2M 0.25% +47,534 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: 42,180 shares; 2024Q4: 47,336 shares; 2025Q1: 50,240 shares; 2025Q2: 52,699 shares; 2025Q3: 54,570 shares; 2025Q4: 55,303 shares 55,303 $15M 0.25% +733 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,843 shares; 2024Q4: 284,400 shares; 2025Q1: 286,345 shares; 2025Q2: 331,085 shares; 2025Q3: 325,300 shares; 2025Q4: 314,210 shares 314,210 $14.7M 0.24% -11,090 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: 21,527 shares; 2024Q4: 26,706 shares; 2025Q1: 33,614 shares; 2025Q2: 97,480 shares; 2025Q3: 101,001 shares; 2025Q4: 125,531 shares 125,531 $14.6M 0.24% +24,530 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: 18,516 shares; 2024Q4: 21,277 shares; 2025Q1: 22,563 shares; 2025Q2: 21,477 shares; 2025Q3: 21,323 shares; 2025Q4: 25,028 shares 25,028 $14.3M 0.23% +3,705 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: 61,505 shares; 2024Q4: 70,340 shares; 2025Q1: 72,048 shares; 2025Q2: 71,006 shares; 2025Q3: 68,024 shares; 2025Q4: 65,980 shares 65,980 $14.1M 0.23% -2,044 Timeline SUSA 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: 197,289 shares; 2024Q4: 186,336 shares; 2025Q1: 105,136 shares; 2025Q2: 106,435 shares; 2025Q3: 101,961 shares; 2025Q4: 100,874 shares 100,874 $14.1M 0.23% -1,087 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: 84,098 shares; 2024Q4: 133,309 shares; 2025Q1: 241,273 shares; 2025Q2: 240,088 shares; 2025Q3: 246,281 shares; 2025Q4: 276,615 shares 276,615 $14M 0.23% +30,334 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,995 shares; 2024Q4: 672,455 shares; 2025Q1: 561,180 shares; 2025Q2: 572,558 shares; 2025Q3: 560,781 shares; 2025Q4: 565,126 shares 565,126 $13.8M 0.23% +4,345 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: 18,327 shares; 2024Q4: 18,894 shares; 2025Q1: 18,640 shares; 2025Q2: 18,683 shares; 2025Q3: 37,084 shares; 2025Q4: 37,608 shares 37,608 $13.5M 0.22% +524 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: 140,665 shares; 2024Q4: 176,973 shares; 2025Q1: 196,699 shares; 2025Q2: 200,262 shares; 2025Q3: 210,238 shares; 2025Q4: 236,597 shares 236,597 $13.5M 0.22% +26,359 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: 116,951 shares; 2024Q4: 137,308 shares; 2025Q1: 151,002 shares; 2025Q2: 158,707 shares; 2025Q3: 168,271 shares; 2025Q4: 244,191 shares 244,191 $13.4M 0.22% +75,920 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,622 shares; 2024Q4: 188,462 shares; 2025Q1: 197,464 shares; 2025Q2: 218,389 shares; 2025Q3: 260,531 shares; 2025Q4: 282,763 shares 282,763 $13.4M 0.22% +22,232 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: 71,837 shares; 2024Q4: 87,950 shares; 2025Q1: 92,082 shares; 2025Q2: 89,887 shares; 2025Q3: 84,842 shares; 2025Q4: 86,309 shares 86,309 $13.3M 0.22% +1,467 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: 54,660 shares; 2024Q4: 64,797 shares; 2025Q1: 74,257 shares; 2025Q2: 167,630 shares; 2025Q3: 171,756 shares; 2025Q4: 188,641 shares 188,641 $13.2M 0.22% +16,885 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: 34,581 shares; 2024Q4: 38,691 shares; 2025Q1: 39,880 shares; 2025Q2: 38,259 shares; 2025Q3: 34,472 shares; 2025Q4: 33,772 shares 33,772 $13.1M 0.22% -700 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: not reported; 2024Q4: not reported; 2025Q1: 203,430 shares; 2025Q2: 345,194 shares; 2025Q3: 356,663 shares; 2025Q4: 353,280 shares 353,280 $13M 0.21% -3,383 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: 15,479 shares; 2024Q4: 24,314 shares; 2025Q1: 26,867 shares; 2025Q2: 27,833 shares; 2025Q3: 26,627 shares; 2025Q4: 32,778 shares 32,778 $13M 0.21% +6,151 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: 47,543 shares; 2024Q4: 64,389 shares; 2025Q1: 66,032 shares; 2025Q2: 63,373 shares; 2025Q3: 68,617 shares; 2025Q4: 85,213 shares 85,213 $13M 0.21% +16,596 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,301 shares; 2025Q3: not reported; 2025Q4: 376,196 shares 376,196 $12.9M 0.21% new 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: 27,737 shares; 2024Q4: 29,967 shares; 2025Q1: 30,869 shares; 2025Q2: 29,265 shares; 2025Q3: 27,421 shares; 2025Q4: 64,632 shares 64,632 $12.8M 0.21% +37,211 Timeline IGIB 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: 211,296 shares; 2024Q4: 257,945 shares; 2025Q1: 193,683 shares; 2025Q2: 190,360 shares; 2025Q3: 205,833 shares; 2025Q4: 234,581 shares 234,581 $12.6M 0.21% +28,748 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: 85,516 shares; 2024Q4: 110,299 shares; 2025Q1: 152,649 shares; 2025Q2: 251,185 shares; 2025Q3: 280,080 shares; 2025Q4: 288,137 shares 288,137 $12.6M 0.21% +8,057 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: 22,251 shares; 2024Q4: 112,539 shares; 2025Q1: 129,979 shares; 2025Q2: 130,743 shares; 2025Q3: 130,813 shares; 2025Q4: 220,836 shares 220,836 $12.4M 0.2% +90,023 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: 6,675 shares; 2024Q4: 8,605 shares; 2025Q1: 8,970 shares; 2025Q2: 22,222 shares; 2025Q3: 22,094 shares; 2025Q4: 40,400 shares 40,400 $12.3M 0.2% +18,306 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: 69,523 shares; 2024Q4: 72,823 shares; 2025Q1: 73,901 shares; 2025Q2: 75,318 shares; 2025Q3: 84,881 shares; 2025Q4: 79,841 shares 79,841 $12.3M 0.2% -5,040 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: 108,827 shares; 2024Q4: 109,809 shares; 2025Q1: 95,602 shares; 2025Q2: 140,773 shares; 2025Q3: 139,005 shares; 2025Q4: 227,047 shares 227,047 $12.2M 0.2% +88,042 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: 22,939 shares; 2024Q4: 25,444 shares; 2025Q1: 34,853 shares; 2025Q2: 53,328 shares; 2025Q3: 60,805 shares; 2025Q4: 84,572 shares 84,572 $12.1M 0.2% +23,767 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: 32,183 shares; 2024Q4: 34,437 shares; 2025Q1: 36,448 shares; 2025Q2: 36,070 shares; 2025Q3: 35,734 shares; 2025Q4: 38,821 shares 38,821 $12.1M 0.2% +3,087 Timeline LRGF 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: 153,014 shares; 2024Q4: 161,000 shares; 2025Q1: 161,673 shares; 2025Q2: 184,701 shares; 2025Q3: 180,820 shares; 2025Q4: 172,712 shares 172,712 $12M 0.2% -8,108 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: 72,187 shares; 2024Q4: 226,711 shares; 2025Q1: 238,752 shares; 2025Q2: 287,189 shares; 2025Q3: 341,675 shares; 2025Q4: 429,988 shares 429,988 $11.8M 0.19% +88,313 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: 58,576 shares; 2024Q4: 58,256 shares; 2025Q1: 81,147 shares; 2025Q2: 93,267 shares; 2025Q3: 113,710 shares; 2025Q4: 242,938 shares 242,938 $11.7M 0.19% +129,228 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,706 shares; 2024Q4: 110,772 shares; 2025Q1: 119,246 shares; 2025Q2: 131,725 shares; 2025Q3: 129,382 shares; 2025Q4: 146,958 shares 146,958 $11.7M 0.19% +17,576 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: 12,011 shares; 2024Q4: 18,383 shares; 2025Q1: 18,773 shares; 2025Q2: 20,086 shares; 2025Q3: 18,897 shares; 2025Q4: 81,087 shares 81,087 $11.7M 0.19% +62,190 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,360 shares; 2025Q1: 109,529 shares; 2025Q2: 112,673 shares; 2025Q3: 122,830 shares; 2025Q4: 140,595 shares 140,595 $11.6M 0.19% +17,765 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: 40,809 shares; 2024Q4: 51,284 shares; 2025Q1: 53,311 shares; 2025Q2: 55,911 shares; 2025Q3: 57,428 shares; 2025Q4: 62,448 shares 62,448 $11.5M 0.19% +5,020 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: 71,159 shares; 2024Q4: 67,066 shares; 2025Q1: 60,909 shares; 2025Q2: 66,189 shares; 2025Q3: 47,552 shares; 2025Q4: 58,439 shares 58,439 $11.4M 0.19% +10,887 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,075 shares; 2024Q4: 109,000 shares; 2025Q1: 105,302 shares; 2025Q2: 114,831 shares; 2025Q3: 113,539 shares; 2025Q4: 334,786 shares 334,786 $11.2M 0.18% +221,247 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,703 shares; 2024Q4: 82,458 shares; 2025Q1: 81,292 shares; 2025Q2: 80,808 shares; 2025Q3: 73,461 shares; 2025Q4: 80,205 shares 80,205 $11.2M 0.18% +6,744 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: 45,166 shares; 2024Q4: 51,528 shares; 2025Q1: 53,157 shares; 2025Q2: 55,283 shares; 2025Q3: 56,781 shares; 2025Q4: 64,911 shares 64,911 $11.1M 0.18% +8,130 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: 103,969 shares; 2024Q4: 96,514 shares; 2025Q1: 95,491 shares; 2025Q2: 115,789 shares; 2025Q3: 120,901 shares; 2025Q4: 158,704 shares 158,704 $11M 0.18% +37,803 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: 75,432 shares; 2024Q4: 80,928 shares; 2025Q1: 87,640 shares; 2025Q2: 91,807 shares; 2025Q3: 96,526 shares; 2025Q4: 117,808 shares 117,808 $11M 0.18% +21,282 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: 58,367 shares; 2024Q4: 70,678 shares; 2025Q1: 76,292 shares; 2025Q2: 80,373 shares; 2025Q3: 81,233 shares; 2025Q4: 96,476 shares 96,476 $11M 0.18% +15,243 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,011 shares; 2024Q4: 257,382 shares; 2025Q1: 169,127 shares; 2025Q2: 164,425 shares; 2025Q3: 163,762 shares; 2025Q4: 162,119 shares 162,119 $11M 0.18% -1,643 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: 726,113 shares; 2024Q4: 740,867 shares; 2025Q1: 134,993 shares; 2025Q2: 121,496 shares; 2025Q3: 106,951 shares; 2025Q4: 122,527 shares 122,527 $11M 0.18% +15,576 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: 4,185 shares; 2024Q4: 7,317 shares; 2025Q1: 8,295 shares; 2025Q2: 8,574 shares; 2025Q3: 10,890 shares; 2025Q4: 12,383 shares 12,383 $10.9M 0.18% +1,493 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: 111,232 shares; 2024Q4: 67,413 shares; 2025Q1: 61,007 shares; 2025Q2: 55,994 shares; 2025Q3: 56,721 shares; 2025Q4: 112,883 shares 112,883 $10.7M 0.18% +56,162 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: 34,514 shares; 2024Q4: 37,087 shares; 2025Q1: 37,776 shares; 2025Q2: 37,779 shares; 2025Q3: 37,661 shares; 2025Q4: 38,985 shares 38,985 $10.6M 0.17% +1,324 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,412 shares; 2025Q1: 3,113 shares; 2025Q2: 3,668 shares; 2025Q3: 5,893 shares; 2025Q4: 30,983 shares 30,983 $10.6M 0.17% +25,090 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 10,412 shares; 2025Q1: 194,052 shares; 2025Q2: 204,192 shares; 2025Q3: 216,281 shares; 2025Q4: 232,673 shares 232,673 $10.6M 0.17% +16,392 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,494 shares; 2025Q1: 58,427 shares; 2025Q2: 75,388 shares; 2025Q3: 74,747 shares; 2025Q4: 76,099 shares 76,099 $10.3M 0.17% +1,352 Timeline SMTH 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: 265,971 shares; 2024Q4: 265,620 shares; 2025Q1: 294,502 shares; 2025Q2: 321,794 shares; 2025Q3: 370,069 shares; 2025Q4: 394,821 shares 394,821 $10.3M 0.17% +24,752 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: not reported; 2024Q4: 4,755 shares; 2025Q1: not reported; 2025Q2: 3,509 shares; 2025Q3: 31,429 shares; 2025Q4: 84,279 shares 84,279 $10.3M 0.17% +52,850 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: 38,423 shares; 2024Q4: 41,289 shares; 2025Q1: 41,571 shares; 2025Q2: 42,531 shares; 2025Q3: 42,273 shares; 2025Q4: 41,455 shares 41,455 $10.2M 0.17% -818 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: 15,694 shares; 2024Q4: 15,840 shares; 2025Q1: 16,207 shares; 2025Q2: 16,001 shares; 2025Q3: 16,618 shares; 2025Q4: 16,630 shares 16,630 $10M 0.16% +12 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: 15,088 shares; 2024Q4: 16,955 shares; 2025Q1: 16,722 shares; 2025Q2: 17,353 shares; 2025Q3: 16,934 shares; 2025Q4: 17,231 shares 17,231 $9.98M 0.16% +297 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 223,243 shares; 2025Q2: 210,409 shares; 2025Q3: 219,185 shares; 2025Q4: 231,326 shares 231,326 $9.94M 0.16% +12,141 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,985 shares; 2024Q4: 29,648 shares; 2025Q1: 23,974 shares; 2025Q2: 38,041 shares; 2025Q3: 41,322 shares; 2025Q4: 47,514 shares 47,514 $9.94M 0.16% +6,192 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,028 shares; 2024Q4: 20,537 shares; 2025Q1: 23,446 shares; 2025Q2: 27,434 shares; 2025Q3: 26,693 shares; 2025Q4: 28,290 shares 28,290 $9.92M 0.16% +1,597 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: 127,265 shares; 2024Q4: 134,378 shares; 2025Q1: 153,435 shares; 2025Q2: 334,805 shares; 2025Q3: 357,713 shares; 2025Q4: 397,952 shares 397,952 $9.91M 0.16% +40,239 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,852 shares; 2024Q4: 10,295 shares; 2025Q1: 9,224 shares; 2025Q2: 9,904 shares; 2025Q3: 21,235 shares; 2025Q4: 23,923 shares 23,923 $9.87M 0.16% +2,688 Timeline SPTL 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: 53,889 shares; 2024Q4: 55,291 shares; 2025Q1: 442,269 shares; 2025Q2: 419,624 shares; 2025Q3: 329,775 shares; 2025Q4: 372,608 shares 372,608 $9.86M 0.16% +42,833 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: 88,022 shares; 2024Q4: 128,280 shares; 2025Q1: 109,195 shares; 2025Q2: 108,133 shares; 2025Q3: 114,932 shares; 2025Q4: 149,388 shares 149,388 $9.86M 0.16% +34,456 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: 254,545 shares; 2024Q4: 258,466 shares; 2025Q1: 275,439 shares; 2025Q2: 278,112 shares; 2025Q3: 281,026 shares; 2025Q4: 328,962 shares 328,962 $9.83M 0.16% +47,936 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: 173,221 shares; 2024Q4: 173,165 shares; 2025Q1: 172,918 shares; 2025Q2: 194,724 shares; 2025Q3: 178,057 shares; 2025Q4: 164,439 shares 164,439 $9.75M 0.16% -13,618 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: 153,160 shares; 2024Q4: 161,102 shares; 2025Q1: 207,530 shares; 2025Q2: 231,101 shares; 2025Q3: 242,950 shares; 2025Q4: 253,340 shares 253,340 $9.68M 0.16% +10,390 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,462 shares; 2024Q4: 63,249 shares; 2025Q1: 105,417 shares; 2025Q2: 132,554 shares; 2025Q3: 173,505 shares; 2025Q4: 273,910 shares 273,910 $9.68M 0.16% +100,405 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: 93,903 shares; 2024Q4: 100,127 shares; 2025Q1: 102,316 shares; 2025Q2: 109,022 shares; 2025Q3: 112,679 shares; 2025Q4: 116,434 shares 116,434 $9.64M 0.16% +3,755 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: 16,880 shares; 2024Q4: 18,569 shares; 2025Q1: 19,618 shares; 2025Q2: 19,824 shares; 2025Q3: 19,279 shares; 2025Q4: 18,433 shares 18,433 $9.63M 0.16% -846 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,672 shares; 2024Q4: 180,372 shares; 2025Q1: 106,819 shares; 2025Q2: 118,841 shares; 2025Q3: 128,013 shares; 2025Q4: 205,044 shares 205,044 $9.52M 0.16% +77,031 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: 160,023 shares; 2024Q4: 163,668 shares; 2025Q1: 160,218 shares; 2025Q2: 242,610 shares; 2025Q3: 244,140 shares; 2025Q4: 156,617 shares 156,617 $9.42M 0.15% -87,523 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: 131,233 shares; 2024Q4: 137,554 shares; 2025Q1: 144,250 shares; 2025Q2: 67,486 shares; 2025Q3: 67,687 shares; 2025Q4: 87,754 shares 87,754 $9.24M 0.15% +20,067 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: 18,580 shares; 2024Q4: 48,390 shares; 2025Q1: 56,035 shares; 2025Q2: 52,479 shares; 2025Q3: 52,166 shares; 2025Q4: 84,798 shares 84,798 $9.05M 0.15% +32,632 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: 84,181 shares; 2025Q3: 83,915 shares; 2025Q4: 85,979 shares 85,979 $9.03M 0.15% +2,064 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: 35,581 shares; 2024Q4: 37,577 shares; 2025Q1: 36,393 shares; 2025Q2: 39,142 shares; 2025Q3: 38,582 shares; 2025Q4: 39,006 shares 39,006 $9.02M 0.15% +424 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: 2,876 shares; 2024Q4: 3,096 shares; 2025Q1: 2,131 shares; 2025Q2: 10,802 shares; 2025Q3: 11,256 shares; 2025Q4: 13,497 shares 13,497 $8.82M 0.14% +2,241 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: 8,839 shares; 2024Q4: 9,133 shares; 2025Q1: 29,009 shares; 2025Q2: 21,440 shares; 2025Q3: 25,816 shares; 2025Q4: 86,701 shares 86,701 $8.81M 0.14% +60,885 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,217 shares; 2024Q4: 159,564 shares; 2025Q1: 159,023 shares; 2025Q2: 182,313 shares; 2025Q3: 183,180 shares; 2025Q4: 181,583 shares 181,583 $8.74M 0.14% -1,597 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: 9,316 shares; 2024Q4: 22,144 shares; 2025Q1: 22,498 shares; 2025Q2: 28,270 shares; 2025Q3: 28,712 shares; 2025Q4: 48,974 shares 48,974 $8.71M 0.14% +20,262 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: 69,759 shares; 2024Q4: 53,678 shares; 2025Q1: 54,850 shares; 2025Q2: 53,374 shares; 2025Q3: 51,915 shares; 2025Q4: 52,855 shares 52,855 $8.6M 0.14% +940 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: 69,080 shares; 2024Q4: 72,172 shares; 2025Q1: 71,840 shares; 2025Q2: 71,946 shares; 2025Q3: 68,875 shares; 2025Q4: 70,569 shares 70,569 $8.45M 0.14% +1,694 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: 174,118 shares; 2024Q4: 237,477 shares; 2025Q1: 182,687 shares; 2025Q2: 178,815 shares; 2025Q3: 183,214 shares; 2025Q4: 338,942 shares 338,942 $8.42M 0.14% +155,728 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: 36,425 shares; 2024Q4: 41,833 shares; 2025Q1: 45,254 shares; 2025Q2: 60,499 shares; 2025Q3: 63,180 shares; 2025Q4: 72,285 shares 72,285 $8.39M 0.14% +9,105 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: 33,530 shares; 2024Q4: 37,540 shares; 2025Q1: 38,439 shares; 2025Q2: 37,746 shares; 2025Q3: 31,656 shares; 2025Q4: 39,946 shares 39,946 $8.31M 0.14% +8,290 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 43,600 shares; 2025Q1: 43,264 shares; 2025Q2: 44,463 shares; 2025Q3: 42,635 shares; 2025Q4: 45,020 shares 45,020 $8.28M 0.14% +2,385 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: 34,673 shares; 2024Q4: 69,322 shares; 2025Q1: 50,238 shares; 2025Q2: 47,095 shares; 2025Q3: 47,479 shares; 2025Q4: 150,746 shares 150,746 $8.26M 0.14% +103,267 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: 11,320 shares; 2024Q4: 13,992 shares; 2025Q1: 17,119 shares; 2025Q2: 22,953 shares; 2025Q3: 28,020 shares; 2025Q4: 30,677 shares 30,677 $8.23M 0.14% +2,657 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: 25,965 shares; 2024Q4: 24,594 shares; 2025Q1: 25,178 shares; 2025Q2: 25,777 shares; 2025Q3: 25,045 shares; 2025Q4: 26,108 shares 26,108 $8.22M 0.13% +1,063 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: 6,658 shares; 2024Q4: 18,087 shares; 2025Q1: 16,462 shares; 2025Q2: 22,243 shares; 2025Q3: 24,919 shares; 2025Q4: 32,933 shares 32,933 $8.11M 0.13% +8,014 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,152 shares; 2025Q1: 128,058 shares; 2025Q2: 169,557 shares; 2025Q3: 170,024 shares; 2025Q4: 286,707 shares 286,707 $8.06M 0.13% +116,683 Timeline REET 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: 290,747 shares; 2025Q1: 324,209 shares; 2025Q2: 315,973 shares; 2025Q3: 314,729 shares; 2025Q4: 320,454 shares 320,454 $8M 0.13% +5,725 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: 7,739 shares; 2024Q4: 12,676 shares; 2025Q1: 13,001 shares; 2025Q2: 11,784 shares; 2025Q3: 11,444 shares; 2025Q4: 31,860 shares 31,860 $7.97M 0.13% +20,416 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: 70,606 shares; 2024Q4: 73,816 shares; 2025Q1: 77,905 shares; 2025Q2: 47,218 shares; 2025Q3: 48,630 shares; 2025Q4: 55,460 shares 55,460 $7.96M 0.13% +6,830 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: 17,704 shares; 2024Q4: 25,405 shares; 2025Q1: 22,403 shares; 2025Q2: 24,197 shares; 2025Q3: 22,624 shares; 2025Q4: 22,726 shares 22,726 $7.95M 0.13% +102 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,002 shares; 2024Q4: 784,170 shares; 2025Q1: 97,842 shares; 2025Q2: 86,818 shares; 2025Q3: 80,592 shares; 2025Q4: 114,402 shares 114,402 $7.93M 0.13% +33,810 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: 12,881 shares; 2024Q4: 14,602 shares; 2025Q1: 14,082 shares; 2025Q2: 17,854 shares; 2025Q3: 20,887 shares; 2025Q4: 23,413 shares 23,413 $7.88M 0.13% +2,526 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: 44,734 shares; 2024Q4: 53,832 shares; 2025Q1: 52,919 shares; 2025Q2: 59,942 shares; 2025Q3: 59,783 shares; 2025Q4: 62,871 shares 62,871 $7.88M 0.13% +3,088 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: 79,783 shares; 2024Q4: 89,978 shares; 2025Q1: 93,688 shares; 2025Q2: 96,987 shares; 2025Q3: 95,947 shares; 2025Q4: 97,788 shares 97,788 $7.85M 0.13% +1,841 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: 20,554 shares; 2024Q4: 19,991 shares; 2025Q1: 38,105 shares; 2025Q2: 24,538 shares; 2025Q3: 29,094 shares; 2025Q4: 103,798 shares 103,798 $7.83M 0.13% +74,704 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,600 shares; 2024Q4: 72,477 shares; 2025Q1: 104,890 shares; 2025Q2: 168,763 shares; 2025Q3: 170,694 shares; 2025Q4: 165,919 shares 165,919 $7.76M 0.13% -4,775 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: 2,735 shares; 2024Q4: 4,328 shares; 2025Q1: 4,340 shares; 2025Q2: 5,640 shares; 2025Q3: 5,939 shares; 2025Q4: 80,994 shares 80,994 $7.59M 0.12% +75,055 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: 11,773 shares; 2024Q4: 20,824 shares; 2025Q1: 23,596 shares; 2025Q2: 76,428 shares; 2025Q3: 78,934 shares; 2025Q4: 92,490 shares 92,490 $7.56M 0.12% +13,556 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,492 shares; 2025Q4: 150,628 shares 150,628 $7.51M 0.12% +146,136 Timeline BLV 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: 4,449 shares; 2024Q4: 4,493 shares; 2025Q1: 81,843 shares; 2025Q2: 74,127 shares; 2025Q3: 69,643 shares; 2025Q4: 106,769 shares 106,769 $7.42M 0.12% +37,126 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: 10,918 shares; 2025Q3: 45,278 shares; 2025Q4: 222,738 shares 222,738 $7.42M 0.12% +177,460 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 4,642 shares; 2025Q1: 8,099 shares; 2025Q2: 35,281 shares; 2025Q3: 74,809 shares; 2025Q4: 61,943 shares 61,943 $7.39M 0.12% -12,866 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: 6,549 shares; 2024Q4: 6,752 shares; 2025Q1: 11,962 shares; 2025Q2: 9,313 shares; 2025Q3: 9,372 shares; 2025Q4: 47,955 shares 47,955 $7.35M 0.12% +38,583 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: 71,292 shares; 2024Q4: 63,900 shares; 2025Q1: 72,866 shares; 2025Q2: 80,648 shares; 2025Q3: 81,346 shares; 2025Q4: 86,981 shares 86,981 $7.32M 0.12% +5,635 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,228 shares; 2024Q4: 183,781 shares; 2025Q1: 183,781 shares; 2025Q2: 183,728 shares; 2025Q3: 183,509 shares; 2025Q4: 183,905 shares 183,905 $7.32M 0.12% +396 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,562 shares; 2024Q4: 73,128 shares; 2025Q1: 93,946 shares; 2025Q2: 126,676 shares; 2025Q3: 129,757 shares; 2025Q4: 162,438 shares 162,438 $7.22M 0.12% +32,681 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: 7,466 shares; 2024Q4: 8,730 shares; 2025Q1: 8,883 shares; 2025Q2: 10,157 shares; 2025Q3: 10,628 shares; 2025Q4: 28,062 shares 28,062 $7.22M 0.12% +17,434 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,960 shares; 2024Q4: 39,899 shares; 2025Q1: 48,365 shares; 2025Q2: 129,152 shares; 2025Q3: 223,911 shares; 2025Q4: 279,657 shares 279,657 $7.2M 0.12% +55,746 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: 6,468 shares; 2024Q4: 8,581 shares; 2025Q1: 8,610 shares; 2025Q2: 9,396 shares; 2025Q3: 9,525 shares; 2025Q4: 14,739 shares 14,739 $7.13M 0.12% +5,214 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,657 shares; 2024Q4: 70,417 shares; 2025Q1: 68,486 shares; 2025Q2: 67,069 shares; 2025Q3: 65,694 shares; 2025Q4: 66,597 shares 66,597 $7.11M 0.12% +903 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: 43,928 shares; 2024Q4: 48,332 shares; 2025Q1: 62,506 shares; 2025Q2: 70,795 shares; 2025Q3: 72,796 shares; 2025Q4: 75,617 shares 75,617 $7.08M 0.12% +2,821 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: 23,714 shares; 2024Q4: 26,329 shares; 2025Q1: 26,236 shares; 2025Q2: 26,472 shares; 2025Q3: 27,074 shares; 2025Q4: 29,285 shares 29,285 $7.06M 0.12% +2,211 Timeline USHY 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: 51,528 shares; 2024Q4: 55,863 shares; 2025Q1: 185,920 shares; 2025Q2: 162,151 shares; 2025Q3: 163,147 shares; 2025Q4: 188,142 shares 188,142 $7.04M 0.12% +24,995 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: 23,611 shares; 2024Q4: 28,585 shares; 2025Q1: 25,119 shares; 2025Q2: 26,847 shares; 2025Q3: 28,394 shares; 2025Q4: 26,036 shares 26,036 $7.01M 0.12% -2,358 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,623 shares; 2024Q4: 227,537 shares; 2025Q1: 295,104 shares; 2025Q2: 438,640 shares; 2025Q3: 454,208 shares; 2025Q4: 390,283 shares 390,283 $6.99M 0.11% -63,925 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: 4,012 shares; 2024Q4: 10,327 shares; 2025Q1: 9,089 shares; 2025Q2: 10,344 shares; 2025Q3: 10,868 shares; 2025Q4: 12,115 shares 12,115 $6.94M 0.11% +1,247 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,671 shares; 2024Q4: 36,929 shares; 2025Q1: 41,471 shares; 2025Q2: 42,757 shares; 2025Q3: 44,495 shares; 2025Q4: 50,214 shares 50,214 $6.92M 0.11% +5,719 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: 34,107 shares; 2024Q4: 33,675 shares; 2025Q1: 144,449 shares; 2025Q2: 32,688 shares; 2025Q3: 31,084 shares; 2025Q4: 71,943 shares 71,943 $6.92M 0.11% +40,859 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: 37,102 shares; 2024Q4: 34,057 shares; 2025Q1: 28,284 shares; 2025Q2: 27,619 shares; 2025Q3: 30,452 shares; 2025Q4: 92,777 shares 92,777 $6.87M 0.11% +62,325 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: 11,083 shares; 2024Q4: 16,766 shares; 2025Q1: 16,959 shares; 2025Q2: 19,085 shares; 2025Q3: 19,493 shares; 2025Q4: 20,979 shares 20,979 $6.87M 0.11% +1,486 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,335 shares; 2025Q2: 140,815 shares; 2025Q3: 192,058 shares; 2025Q4: 207,688 shares 207,688 $6.86M 0.11% +15,630 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: 13,662 shares; 2024Q4: 14,698 shares; 2025Q1: 13,077 shares; 2025Q2: 12,449 shares; 2025Q3: 13,562 shares; 2025Q4: 22,246 shares 22,246 $6.85M 0.11% +8,684 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,835 shares; 2024Q4: 147,693 shares; 2025Q1: 153,364 shares; 2025Q2: 152,094 shares; 2025Q3: 154,176 shares; 2025Q4: 166,365 shares 166,365 $6.79M 0.11% +12,189 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,356 shares; 2024Q4: 51,088 shares; 2025Q1: 53,494 shares; 2025Q2: 57,408 shares; 2025Q3: 60,750 shares; 2025Q4: 82,943 shares 82,943 $6.66M 0.11% +22,193 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: 56,065 shares; 2024Q4: 55,760 shares; 2025Q1: 56,573 shares; 2025Q2: 57,980 shares; 2025Q3: 57,864 shares; 2025Q4: 62,591 shares 62,591 $6.51M 0.11% +4,727 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: 20,276 shares; 2024Q4: 41,633 shares; 2025Q1: 31,445 shares; 2025Q2: 26,788 shares; 2025Q3: 26,585 shares; 2025Q4: 33,744 shares 33,744 $6.46M 0.11% +7,159 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: 191,915 shares; 2024Q4: 75,462 shares; 2025Q1: 159,439 shares; 2025Q2: 75,601 shares; 2025Q3: 68,673 shares; 2025Q4: 68,481 shares 68,481 $6.45M 0.11% -192 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: 4,719 shares; 2024Q4: 8,783 shares; 2025Q1: 8,251 shares; 2025Q2: 9,327 shares; 2025Q3: 9,541 shares; 2025Q4: 13,620 shares 13,620 $6.45M 0.11% +4,079 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: 15,417 shares; 2024Q4: 24,837 shares; 2025Q1: 25,817 shares; 2025Q2: 26,117 shares; 2025Q3: 24,553 shares; 2025Q4: 40,953 shares 40,953 $6.34M 0.1% +16,400 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 885 shares; 2025Q1: 2,280 shares; 2025Q2: 11,399 shares; 2025Q3: 12,027 shares; 2025Q4: 12,412 shares 12,412 $6.34M 0.1% +385 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,909 shares; 2024Q4: 31,795 shares; 2025Q1: 32,551 shares; 2025Q2: 31,924 shares; 2025Q3: 29,754 shares; 2025Q4: 29,149 shares 29,149 $6.33M 0.1% -605 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,182 shares; 2025Q1: 58,101 shares; 2025Q2: 74,869 shares; 2025Q3: 140,100 shares; 2025Q4: 147,024 shares 147,024 $6.26M 0.1% +6,924 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: 13,126 shares; 2024Q4: 59,157 shares; 2025Q1: 59,678 shares; 2025Q2: 60,594 shares; 2025Q3: 61,579 shares; 2025Q4: 64,717 shares 64,717 $6.21M 0.1% +3,138 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,993 shares; 2024Q4: 9,399 shares; 2025Q1: 11,129 shares; 2025Q2: 10,423 shares; 2025Q3: 35,681 shares; 2025Q4: 35,616 shares 35,616 $6.18M 0.1% -65 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 7,142 shares; 2025Q1: 9,280 shares; 2025Q2: 11,516 shares; 2025Q3: 11,550 shares; 2025Q4: 12,803 shares 12,803 $6.15M 0.1% +1,253 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: 18,777 shares; 2024Q4: 36,623 shares; 2025Q1: 45,562 shares; 2025Q2: 45,755 shares; 2025Q3: 48,619 shares; 2025Q4: 104,162 shares 104,162 $6.01M 0.1% +55,543 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,068 shares; 2024Q4: 107,294 shares; 2025Q1: 125,693 shares; 2025Q2: 158,530 shares; 2025Q3: 128,198 shares; 2025Q4: 146,120 shares 146,120 $5.95M 0.1% +17,922 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: 9,418 shares; 2024Q4: 22,387 shares; 2025Q1: 22,600 shares; 2025Q2: 24,457 shares; 2025Q3: 24,973 shares; 2025Q4: 30,289 shares 30,289 $5.91M 0.1% +5,316 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: 4,509 shares; 2024Q4: 4,762 shares; 2025Q1: 5,857 shares; 2025Q2: 6,313 shares; 2025Q3: 6,583 shares; 2025Q4: 7,104 shares 7,104 $5.83M 0.1% +521 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: 27,543 shares; 2024Q4: 31,947 shares; 2025Q1: 31,626 shares; 2025Q2: 33,396 shares; 2025Q3: 53,786 shares; 2025Q4: 73,409 shares 73,409 $5.83M 0.1% +19,623 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: 40,366 shares; 2024Q4: 44,574 shares; 2025Q1: 45,116 shares; 2025Q2: 51,853 shares; 2025Q3: 50,908 shares; 2025Q4: 67,659 shares 67,659 $5.75M 0.09% +16,751 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,058 shares; 2024Q4: 54,689 shares; 2025Q1: 57,657 shares; 2025Q2: 73,561 shares; 2025Q3: 70,677 shares; 2025Q4: 82,086 shares 82,086 $5.7M 0.09% +11,409 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,677 shares; 2025Q3: 23,546 shares; 2025Q4: 147,696 shares 147,696 $5.7M 0.09% +124,150 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 207,149 shares; 2025Q3: 207,149 shares; 2025Q4: 206,809 shares 206,809 $5.62M 0.09% -340 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,027 shares; 2025Q1: 6,466 shares; 2025Q2: 6,052 shares; 2025Q3: 22,384 shares; 2025Q4: 60,579 shares 60,579 $5.6M 0.09% +38,195 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,763 shares; 2024Q4: 30,041 shares; 2025Q1: 31,890 shares; 2025Q2: 21,746 shares; 2025Q3: 21,776 shares; 2025Q4: 30,146 shares 30,146 $5.59M 0.09% +8,370 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 17,987 shares; 2025Q1: 86,722 shares; 2025Q2: 89,664 shares; 2025Q3: 96,574 shares; 2025Q4: 92,156 shares 92,156 $5.56M 0.09% -4,418 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,241 shares; 2024Q4: 15,835 shares; 2025Q1: 16,760 shares; 2025Q2: 18,016 shares; 2025Q3: 18,082 shares; 2025Q4: 18,669 shares 18,669 $5.53M 0.09% +587 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,962 shares; 2024Q4: 52,682 shares; 2025Q1: 53,737 shares; 2025Q2: 53,894 shares; 2025Q3: 55,939 shares; 2025Q4: 53,834 shares 53,834 $5.51M 0.09% -2,105 Timeline CWB 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: 14,289 shares; 2024Q4: 14,252 shares; 2025Q1: 14,066 shares; 2025Q2: 12,172 shares; 2025Q3: 14,738 shares; 2025Q4: 61,385 shares 61,385 $5.48M 0.09% +46,647 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,823 shares; 2024Q4: 22,987 shares; 2025Q1: 24,991 shares; 2025Q2: 28,068 shares; 2025Q3: 37,545 shares; 2025Q4: 36,422 shares 36,422 $5.48M 0.09% -1,123 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,321 shares; 2024Q4: 20,612 shares; 2025Q1: 22,693 shares; 2025Q2: 22,559 shares; 2025Q3: 21,683 shares; 2025Q4: 21,510 shares 21,510 $5.45M 0.09% -173 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: 134,741 shares; 2024Q4: 145,057 shares; 2025Q1: 148,518 shares; 2025Q2: 155,689 shares; 2025Q3: 166,213 shares; 2025Q4: 196,510 shares 196,510 $5.38M 0.09% +30,297 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest 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: 81,699 shares 81,699 $5.34M 0.09% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,896 shares; 2024Q4: 72,191 shares; 2025Q1: 71,407 shares; 2025Q2: 83,217 shares; 2025Q3: 83,620 shares; 2025Q4: 83,100 shares 83,100 $5.32M 0.09% -520 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,368 shares; 2024Q4: 63,042 shares; 2025Q1: 62,969 shares; 2025Q2: 62,652 shares; 2025Q3: 74,845 shares; 2025Q4: 90,557 shares 90,557 $5.32M 0.09% +15,712 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: 28,944 shares; 2024Q4: 38,310 shares; 2025Q1: 89,470 shares; 2025Q2: 46,374 shares; 2025Q3: 48,041 shares; 2025Q4: 52,237 shares 52,237 $5.24M 0.09% +4,196 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: 18,090 shares; 2024Q4: 19,317 shares; 2025Q1: 20,761 shares; 2025Q2: 14,767 shares; 2025Q3: 14,786 shares; 2025Q4: 15,497 shares 15,497 $5.23M 0.09% +711 Timeline EAGG 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: 190,296 shares; 2024Q4: 187,614 shares; 2025Q1: 113,928 shares; 2025Q2: 107,315 shares; 2025Q3: 106,413 shares; 2025Q4: 109,016 shares 109,016 $5.22M 0.09% +2,603 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,727 shares; 2024Q4: 157,655 shares; 2025Q1: 150,345 shares; 2025Q2: 156,646 shares; 2025Q3: 152,117 shares; 2025Q4: 140,887 shares 140,887 $5.21M 0.09% -11,230 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: 7,694 shares; 2024Q4: 7,780 shares; 2025Q1: 7,625 shares; 2025Q2: 7,635 shares; 2025Q3: 10,704 shares; 2025Q4: 24,038 shares 24,038 $5.16M 0.08% +13,334 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: 12,986 shares; 2024Q4: 13,409 shares; 2025Q1: 14,865 shares; 2025Q2: 15,853 shares; 2025Q3: 14,816 shares; 2025Q4: 34,549 shares 34,549 $5.14M 0.08% +19,733 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 28,838 shares; 2025Q1: 953 shares; 2025Q2: 33,373 shares; 2025Q3: 35,421 shares; 2025Q4: 18,508 shares 18,508 $5.13M 0.08% -16,913 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 58,531 shares; 2025Q1: 57,327 shares; 2025Q2: 59,345 shares; 2025Q3: 58,402 shares; 2025Q4: 59,391 shares 59,391 $5.12M 0.08% +989 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: 31,919 shares; 2024Q4: 29,814 shares; 2025Q1: 37,031 shares; 2025Q2: 47,985 shares; 2025Q3: 46,498 shares; 2025Q4: 44,429 shares 44,429 $5.11M 0.08% -2,069 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,311 shares 118,311 $5.06M 0.08% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,290 shares; 2024Q4: 29,190 shares; 2025Q1: 29,697 shares; 2025Q2: 31,130 shares; 2025Q3: 31,248 shares; 2025Q4: 31,404 shares 31,404 $5.04M 0.08% +156 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,786 shares 38,786 $5.02M 0.08% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 19,713 shares; 2025Q1: 21,456 shares; 2025Q2: 23,453 shares; 2025Q3: 26,230 shares; 2025Q4: 42,680 shares 42,680 $5M 0.08% +16,450 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,019 shares; 2024Q4: 16,527 shares; 2025Q1: 18,465 shares; 2025Q2: 17,601 shares; 2025Q3: 17,610 shares; 2025Q4: 70,457 shares 70,457 $5M 0.08% +52,847 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: 15,063 shares; 2024Q4: 17,319 shares; 2025Q1: 19,616 shares; 2025Q2: 21,076 shares; 2025Q3: 20,866 shares; 2025Q4: 28,138 shares 28,138 $5M 0.08% +7,272 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: 8,691 shares; 2024Q4: 12,917 shares; 2025Q1: 16,709 shares; 2025Q2: 15,039 shares; 2025Q3: 61,262 shares; 2025Q4: 85,793 shares 85,793 $4.99M 0.08% +24,531 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 6,392 shares; 2025Q1: 6,402 shares; 2025Q2: 6,726 shares; 2025Q3: 6,939 shares; 2025Q4: 16,014 shares 16,014 $4.97M 0.08% +9,075 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 19,703 shares; 2025Q1: 20,214 shares; 2025Q2: 21,164 shares; 2025Q3: 22,877 shares; 2025Q4: 26,959 shares 26,959 $4.97M 0.08% +4,082 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 30,702 shares; 2025Q1: 31,470 shares; 2025Q2: 32,594 shares; 2025Q3: 32,503 shares; 2025Q4: 29,906 shares 29,906 $4.88M 0.08% -2,597 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: 13,943 shares; 2024Q4: 15,601 shares; 2025Q1: 19,482 shares; 2025Q2: 19,239 shares; 2025Q3: 20,157 shares; 2025Q4: 25,141 shares 25,141 $4.88M 0.08% +4,984 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: 56,413 shares; 2024Q4: 62,243 shares; 2025Q1: 52,731 shares; 2025Q2: 45,303 shares; 2025Q3: 44,883 shares; 2025Q4: 52,736 shares 52,736 $4.88M 0.08% +7,853 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,919 shares; 2024Q4: 414,157 shares; 2025Q1: 33,526 shares; 2025Q2: 485,917 shares; 2025Q3: 61,660 shares; 2025Q4: 49,816 shares 49,816 $4.83M 0.08% -11,844 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,971 shares; 2024Q4: 72,995 shares; 2025Q1: 75,247 shares; 2025Q2: 74,787 shares; 2025Q3: 75,479 shares; 2025Q4: 72,356 shares 72,356 $4.81M 0.08% -3,123 Timeline SJNK 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: 176,079 shares; 2024Q4: 178,356 shares; 2025Q1: 195,718 shares; 2025Q2: 200,795 shares; 2025Q3: 213,700 shares; 2025Q4: 188,096 shares 188,096 $4.76M 0.08% -25,604 Timeline VMBS 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: 11,796 shares; 2024Q4: 28,556 shares; 2025Q1: 43,904 shares; 2025Q2: 41,930 shares; 2025Q3: 42,033 shares; 2025Q4: 101,037 shares 101,037 $4.76M 0.08% +59,004 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: 8,545 shares; 2025Q2: 22,141 shares; 2025Q3: 35,262 shares; 2025Q4: 92,667 shares 92,667 $4.62M 0.08% +57,405 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,416 shares; 2024Q4: 117,121 shares; 2025Q1: 177,138 shares; 2025Q2: 249,641 shares; 2025Q3: 246,713 shares; 2025Q4: 162,660 shares 162,660 $4.61M 0.08% -84,053 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: 8,795 shares; 2024Q4: 9,967 shares; 2025Q1: 9,576 shares; 2025Q2: 14,034 shares; 2025Q3: 14,850 shares; 2025Q4: 18,825 shares 18,825 $4.56M 0.07% +3,975 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: 32,550 shares; 2024Q4: 33,529 shares; 2025Q1: 34,000 shares; 2025Q2: 34,873 shares; 2025Q3: 34,936 shares; 2025Q4: 50,980 shares 50,980 $4.51M 0.07% +16,044 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,405 shares; 2025Q2: 97,451 shares; 2025Q3: 106,230 shares; 2025Q4: 99,227 shares 99,227 $4.47M 0.07% -7,003 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,304 shares; 2025Q2: 91,887 shares; 2025Q3: 90,185 shares; 2025Q4: 97,116 shares 97,116 $4.42M 0.07% +6,931 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: 42,324 shares; 2024Q4: 67,196 shares; 2025Q1: 69,641 shares; 2025Q2: 63,491 shares; 2025Q3: 64,703 shares; 2025Q4: 68,586 shares 68,586 $4.42M 0.07% +3,883 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: 81,998 shares; 2024Q4: 79,980 shares; 2025Q1: 96,112 shares; 2025Q2: 95,455 shares; 2025Q3: 104,249 shares; 2025Q4: 111,854 shares 111,854 $4.41M 0.07% +7,605 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: 12,751 shares; 2024Q4: 22,559 shares; 2025Q1: 23,020 shares; 2025Q2: 22,508 shares; 2025Q3: 26,727 shares; 2025Q4: 27,327 shares 27,327 $4.4M 0.07% +600 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 6,057 shares; 2025Q1: 6,615 shares; 2025Q2: 7,253 shares; 2025Q3: 8,626 shares; 2025Q4: 11,846 shares 11,846 $4.38M 0.07% +3,220 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: 35,066 shares; 2024Q4: 33,993 shares; 2025Q1: 38,174 shares; 2025Q2: 41,203 shares; 2025Q3: 48,340 shares; 2025Q4: 65,089 shares 65,089 $4.32M 0.07% +16,749 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,608 shares; 2024Q4: 43,243 shares; 2025Q1: 43,411 shares; 2025Q2: 43,076 shares; 2025Q3: 43,230 shares; 2025Q4: 37,716 shares 37,716 $4.32M 0.07% -5,514 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,347 shares 133,347 $4.31M 0.07% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,311 shares; 2024Q4: 30,996 shares; 2025Q1: 20,953 shares; 2025Q2: 34,287 shares; 2025Q3: 36,450 shares; 2025Q4: 53,238 shares 53,238 $4.3M 0.07% +16,788 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,707 shares; 2024Q4: 88,582 shares; 2025Q1: 103,369 shares; 2025Q2: 108,630 shares; 2025Q3: 109,370 shares; 2025Q4: 111,013 shares 111,013 $4.29M 0.07% +1,643 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,035 shares; 2024Q4: 51,776 shares; 2025Q1: 50,276 shares; 2025Q2: 50,967 shares; 2025Q3: 52,948 shares; 2025Q4: 55,162 shares 55,162 $4.28M 0.07% +2,214 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: 3,616 shares; 2025Q1: 3,955 shares; 2025Q2: 4,492 shares; 2025Q3: 3,562 shares; 2025Q4: 3,932 shares 3,932 $4.21M 0.07% +370 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,500 shares; 2024Q4: 254,475 shares; 2025Q1: 155,761 shares; 2025Q2: 107,703 shares; 2025Q3: 123,187 shares; 2025Q4: 119,183 shares 119,183 $4.2M 0.07% -4,004 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,264 shares; 2024Q4: 39,955 shares; 2025Q1: 45,214 shares; 2025Q2: 47,226 shares; 2025Q3: 48,018 shares; 2025Q4: 48,643 shares 48,643 $4.2M 0.07% +625 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: not reported; 2024Q4: 3,360 shares; 2025Q1: 6,720 shares; 2025Q2: 27,634 shares; 2025Q3: 29,616 shares; 2025Q4: 30,764 shares 30,764 $4.16M 0.07% +1,148 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: 33,436 shares; 2024Q4: 37,314 shares; 2025Q1: 40,856 shares; 2025Q2: 44,751 shares; 2025Q3: 45,992 shares; 2025Q4: 42,836 shares 42,836 $4.15M 0.07% -3,156 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: 15,972 shares; 2024Q4: 16,792 shares; 2025Q1: 16,885 shares; 2025Q2: 17,075 shares; 2025Q3: 16,942 shares; 2025Q4: 16,840 shares 16,840 $4.15M 0.07% -102 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: 2,514 shares; 2024Q4: 4,641 shares; 2025Q1: 4,040 shares; 2025Q2: 6,240 shares; 2025Q3: 6,421 shares; 2025Q4: 8,833 shares 8,833 $4.14M 0.07% +2,412 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,422 shares; 2024Q4: 150,524 shares; 2025Q1: 98,538 shares; 2025Q2: 214,404 shares; 2025Q3: 269,092 shares; 2025Q4: 151,183 shares 151,183 $4.13M 0.07% -117,909 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,902 shares; 2025Q2: 47,490 shares; 2025Q3: 40,381 shares; 2025Q4: 42,172 shares 42,172 $4.12M 0.07% +1,791 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: 9,413 shares; 2024Q4: 12,429 shares; 2025Q1: 13,061 shares; 2025Q2: 12,975 shares; 2025Q3: 13,432 shares; 2025Q4: 18,716 shares 18,716 $4.11M 0.07% +5,284 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: 25,521 shares; 2024Q4: 22,781 shares; 2025Q1: 29,365 shares; 2025Q2: 69,329 shares; 2025Q3: 64,839 shares; 2025Q4: 81,401 shares 81,401 $4.09M 0.07% +16,562 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,559 shares; 2025Q2: 30,525 shares; 2025Q3: 33,638 shares; 2025Q4: 39,935 shares 39,935 $4.07M 0.07% +6,297 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: 5,804 shares; 2024Q4: 8,159 shares; 2025Q1: 8,118 shares; 2025Q2: 8,248 shares; 2025Q3: 9,313 shares; 2025Q4: 19,282 shares 19,282 $4.06M 0.07% +9,969 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: 3,315 shares; 2024Q4: 7,269 shares; 2025Q1: 8,228 shares; 2025Q2: 9,910 shares; 2025Q3: 10,268 shares; 2025Q4: 14,185 shares 14,185 $4.05M 0.07% +3,917 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: 28,842 shares; 2024Q4: 35,921 shares; 2025Q1: 37,339 shares; 2025Q2: 38,087 shares; 2025Q3: 40,580 shares; 2025Q4: 25,927 shares 25,927 $4.02M 0.07% -14,653 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,450 shares; 2025Q3: 109,450 shares; 2025Q4: 108,822 shares 108,822 $4M 0.07% -628 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,980 shares; 2025Q1: 2,776 shares; 2025Q2: 2,803 shares; 2025Q3: 2,752 shares; 2025Q4: 2,805 shares 2,805 $3.91M 0.06% +53 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: 464 shares; 2024Q4: 916 shares; 2025Q1: 800 shares; 2025Q2: 1,596 shares; 2025Q3: 5,399 shares; 2025Q4: 6,888 shares 6,888 $3.9M 0.06% +1,489 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: 61,724 shares; 2024Q4: 60,850 shares; 2025Q1: 60,501 shares; 2025Q2: 55,575 shares; 2025Q3: 55,594 shares; 2025Q4: 93,557 shares 93,557 $3.9M 0.06% +37,963 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: 25,999 shares; 2024Q4: 24,487 shares; 2025Q1: 26,361 shares; 2025Q2: 27,111 shares; 2025Q3: 28,164 shares; 2025Q4: 31,753 shares 31,753 $3.9M 0.06% +3,589 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: 42,860 shares; 2024Q4: 44,552 shares; 2025Q1: 44,954 shares; 2025Q2: 44,934 shares; 2025Q3: 44,999 shares; 2025Q4: 45,917 shares 45,917 $3.87M 0.06% +918 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,239 shares; 2024Q4: 65,761 shares; 2025Q1: 108,119 shares; 2025Q2: 67,919 shares; 2025Q3: 62,587 shares; 2025Q4: 67,498 shares 67,498 $3.86M 0.06% +4,911 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: 324 shares; 2024Q4: 994 shares; 2025Q1: 1,186 shares; 2025Q2: 2,262 shares; 2025Q3: 4,612 shares; 2025Q4: 5,818 shares 5,818 $3.85M 0.06% +1,206 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,802 shares; 2024Q4: 62,919 shares; 2025Q1: 72,445 shares; 2025Q2: 72,521 shares; 2025Q3: 74,216 shares; 2025Q4: 57,056 shares 57,056 $3.83M 0.06% -17,160 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: 8,142 shares; 2024Q4: 10,593 shares; 2025Q1: 11,088 shares; 2025Q2: 10,876 shares; 2025Q3: 10,819 shares; 2025Q4: 10,890 shares 10,890 $3.83M 0.06% +71 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: 11,476 shares; 2024Q4: 11,479 shares; 2025Q1: 13,034 shares; 2025Q2: 9,003 shares; 2025Q3: 10,105 shares; 2025Q4: 34,717 shares 34,717 $3.83M 0.06% +24,612 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,722 shares; 2024Q4: 51,744 shares; 2025Q1: 51,736 shares; 2025Q2: 51,724 shares; 2025Q3: 52,317 shares; 2025Q4: 52,340 shares 52,340 $3.83M 0.06% +23 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: not reported; 2024Q4: 1,172 shares; 2025Q1: 1,070 shares; 2025Q2: 4,094 shares; 2025Q3: 3,795 shares; 2025Q4: 3,574 shares 3,574 $3.82M 0.06% -221 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,965 shares; 2024Q4: 121,125 shares; 2025Q1: 79,802 shares; 2025Q2: 73,957 shares; 2025Q3: 75,505 shares; 2025Q4: 86,013 shares 86,013 $3.81M 0.06% +10,508 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: 2,615 shares; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: 1,556 shares; 2025Q4: 5,627 shares 5,627 $3.79M 0.06% +4,071 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,196 shares; 2024Q4: 22,408 shares; 2025Q1: 21,652 shares; 2025Q2: 24,172 shares; 2025Q3: 23,303 shares; 2025Q4: 29,392 shares 29,392 $3.75M 0.06% +6,089 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: 34,236 shares; 2024Q4: 38,793 shares; 2025Q1: 32,712 shares; 2025Q2: 29,757 shares; 2025Q3: 26,577 shares; 2025Q4: 29,714 shares 29,714 $3.74M 0.06% +3,137 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: 11,888 shares; 2024Q4: 26,886 shares; 2025Q1: 32,211 shares; 2025Q2: 42,096 shares; 2025Q3: 38,218 shares; 2025Q4: 74,585 shares 74,585 $3.7M 0.06% +36,367 Timeline IBHF 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: 130,545 shares; 2024Q4: 147,569 shares; 2025Q1: 146,851 shares; 2025Q2: 138,410 shares; 2025Q3: 151,473 shares; 2025Q4: 160,364 shares 160,364 $3.7M 0.06% +8,891 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 5,068 shares; 2025Q1: 5,434 shares; 2025Q2: 5,952 shares; 2025Q3: 54,745 shares; 2025Q4: 57,528 shares 57,528 $3.65M 0.06% +2,783 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,637 shares; 2025Q2: 31,872 shares; 2025Q3: 86,782 shares; 2025Q4: 77,038 shares 77,038 $3.65M 0.06% -9,744 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: 67,871 shares; 2024Q4: 72,399 shares; 2025Q1: 121,471 shares; 2025Q2: 66,065 shares; 2025Q3: 66,907 shares; 2025Q4: 62,107 shares 62,107 $3.63M 0.06% -4,800 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,226 shares; 2024Q4: 11,555 shares; 2025Q1: 11,631 shares; 2025Q2: 11,763 shares; 2025Q3: 12,114 shares; 2025Q4: 12,516 shares 12,516 $3.61M 0.06% +402 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,430 shares; 2024Q4: 50,544 shares; 2025Q1: 59,122 shares; 2025Q2: 65,404 shares; 2025Q3: 68,239 shares; 2025Q4: 73,792 shares 73,792 $3.58M 0.06% +5,553 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,118 shares; 2024Q4: 17,875 shares; 2025Q1: 22,532 shares; 2025Q2: 26,236 shares; 2025Q3: 22,079 shares; 2025Q4: 71,181 shares 71,181 $3.55M 0.06% +49,102 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,074 shares; 2024Q4: 79,219 shares; 2025Q1: 114,922 shares; 2025Q2: 122,584 shares; 2025Q3: 213,836 shares; 2025Q4: 186,539 shares 186,539 $3.53M 0.06% -27,297 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,111 shares; 2024Q4: 7,249 shares; 2025Q1: 7,151 shares; 2025Q2: 7,258 shares; 2025Q3: 7,426 shares; 2025Q4: 7,929 shares 7,929 $3.53M 0.06% +503 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: 12,886 shares; 2024Q4: 17,361 shares; 2025Q1: 18,404 shares; 2025Q2: 19,050 shares; 2025Q3: 12,149 shares; 2025Q4: 13,363 shares 13,363 $3.51M 0.06% +1,214 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,291 shares; 2024Q4: 17,288 shares; 2025Q1: 64,642 shares; 2025Q2: 88,604 shares; 2025Q3: 89,904 shares; 2025Q4: 86,952 shares 86,952 $3.5M 0.06% -2,952 Timeline IWX 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: 4,291 shares; 2024Q4: not reported; 2025Q1: 3,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,078 shares 38,078 $3.5M 0.06% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,106 shares; 2024Q4: 55,689 shares; 2025Q1: 58,879 shares; 2025Q2: 54,673 shares; 2025Q3: 56,494 shares; 2025Q4: 64,471 shares 64,471 $3.48M 0.06% +7,977 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: 39,018 shares; 2024Q4: 49,125 shares; 2025Q1: 55,203 shares; 2025Q2: 55,490 shares; 2025Q3: 53,934 shares; 2025Q4: 54,578 shares 54,578 $3.48M 0.06% +644 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 3,865 shares; 2025Q1: 4,028 shares; 2025Q2: 4,056 shares; 2025Q3: 3,924 shares; 2025Q4: 3,787 shares 3,787 $3.43M 0.06% -137 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: 147,346 shares; 2024Q4: 182,532 shares; 2025Q1: 75,770 shares; 2025Q2: 73,946 shares; 2025Q3: 74,405 shares; 2025Q4: 74,285 shares 74,285 $3.42M 0.06% -120 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: 7,207 shares; 2024Q4: 13,409 shares; 2025Q1: 12,992 shares; 2025Q2: 16,102 shares; 2025Q3: 17,194 shares; 2025Q4: 76,449 shares 76,449 $3.42M 0.06% +59,255 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: 72,277 shares; 2024Q4: 68,548 shares; 2025Q1: 72,564 shares; 2025Q2: 61,138 shares; 2025Q3: 36,109 shares; 2025Q4: 39,986 shares 39,986 $3.41M 0.06% +3,877 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,267 shares; 2024Q4: 48,657 shares; 2025Q1: 53,761 shares; 2025Q2: 41,572 shares; 2025Q3: 42,286 shares; 2025Q4: 39,002 shares 39,002 $3.4M 0.06% -3,284 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,667 shares; 2024Q4: 51,332 shares; 2025Q1: 53,752 shares; 2025Q2: 53,440 shares; 2025Q3: 52,415 shares; 2025Q4: 50,254 shares 50,254 $3.36M 0.06% -2,161 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: 11,929 shares; 2024Q4: 22,600 shares; 2025Q1: 20,037 shares; 2025Q2: 15,082 shares; 2025Q3: 43,069 shares; 2025Q4: 55,577 shares 55,577 $3.34M 0.05% +12,508 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,340 shares; 2024Q4: 39,816 shares; 2025Q1: 31,812 shares; 2025Q2: 22,282 shares; 2025Q3: 18,147 shares; 2025Q4: 75,207 shares 75,207 $3.34M 0.05% +57,060 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,989 shares; 2024Q4: 20,441 shares; 2025Q1: 20,470 shares; 2025Q2: 31,183 shares; 2025Q3: 30,995 shares; 2025Q4: 34,676 shares 34,676 $3.34M 0.05% +3,681 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: 9,231 shares; 2024Q4: 9,239 shares; 2025Q1: 9,108 shares; 2025Q2: 8,920 shares; 2025Q3: 7,665 shares; 2025Q4: 77,063 shares 77,063 $3.33M 0.05% +69,398 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: 52,619 shares; 2024Q4: 66,545 shares; 2025Q1: 75,555 shares; 2025Q2: 59,498 shares; 2025Q3: 56,958 shares; 2025Q4: 62,129 shares 62,129 $3.32M 0.05% +5,171 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,567 shares; 2024Q4: 46,825 shares; 2025Q1: 89,471 shares; 2025Q2: 44,847 shares; 2025Q3: 48,873 shares; 2025Q4: 76,675 shares 76,675 $3.29M 0.05% +27,802 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: 17,964 shares; 2024Q4: 20,973 shares; 2025Q1: 24,985 shares; 2025Q2: 26,469 shares; 2025Q3: 68,987 shares; 2025Q4: 73,746 shares 73,746 $3.27M 0.05% +4,759 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED 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: not reported; 2025Q3: 69,860 shares; 2025Q4: 78,957 shares 78,957 $3.27M 0.05% +9,097 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: 1,983 shares; 2024Q4: 3,510 shares; 2025Q1: 4,441 shares; 2025Q2: 4,609 shares; 2025Q3: 11,606 shares; 2025Q4: 11,832 shares 11,832 $3.26M 0.05% +226 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,285 shares; 2024Q4: 45,026 shares; 2025Q1: 74,267 shares; 2025Q2: 37,489 shares; 2025Q3: 37,977 shares; 2025Q4: 40,170 shares 40,170 $3.24M 0.05% +2,193 Timeline IGOV 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: 63,229 shares; 2025Q3: 70,265 shares; 2025Q4: 77,637 shares 77,637 $3.23M 0.05% +7,372 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,128 shares; 2025Q1: not reported; 2025Q2: 14,944 shares; 2025Q3: 15,592 shares; 2025Q4: 64,538 shares 64,538 $3.23M 0.05% +48,946 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,417 shares; 2024Q4: 26,021 shares; 2025Q1: 26,556 shares; 2025Q2: 16,697 shares; 2025Q3: 16,076 shares; 2025Q4: 139,492 shares 139,492 $3.21M 0.05% +123,416 Timeline JNK 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: 23,325 shares; 2024Q4: 31,277 shares; 2025Q1: 50,003 shares; 2025Q2: 23,438 shares; 2025Q3: 25,072 shares; 2025Q4: 32,946 shares 32,946 $3.2M 0.05% +7,874 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: 32,580 shares; 2024Q4: 34,156 shares; 2025Q1: 32,851 shares; 2025Q2: 11,237 shares; 2025Q3: 10,305 shares; 2025Q4: 10,884 shares 10,884 $3.2M 0.05% +579 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,948 shares; 2024Q4: 13,956 shares; 2025Q1: 15,879 shares; 2025Q2: 14,246 shares; 2025Q3: 13,720 shares; 2025Q4: 13,931 shares 13,931 $3.19M 0.05% +211 Timeline APRJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,058 shares; 2024Q4: 155,707 shares; 2025Q1: 121,913 shares; 2025Q2: 132,129 shares; 2025Q3: 130,322 shares; 2025Q4: 128,655 shares 128,655 $3.17M 0.05% -1,667 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 6,011 shares; 2025Q1: 6,933 shares; 2025Q2: 12,015 shares; 2025Q3: 13,107 shares; 2025Q4: 31,871 shares 31,871 $3.17M 0.05% +18,764 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,666 shares; 2024Q4: 36,321 shares; 2025Q1: 28,732 shares; 2025Q2: 67,618 shares; 2025Q3: 59,959 shares; 2025Q4: 109,686 shares 109,686 $3.12M 0.05% +49,727 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 18,221 shares; 2025Q1: 19,868 shares; 2025Q2: 18,731 shares; 2025Q3: 18,732 shares; 2025Q4: 16,712 shares 16,712 $3.1M 0.05% -2,020 Timeline KRE 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: 28,623 shares; 2024Q4: 36,702 shares; 2025Q1: 42,993 shares; 2025Q2: 48,967 shares; 2025Q3: 46,690 shares; 2025Q4: 47,369 shares 47,369 $3.07M 0.05% +679 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: 30,049 shares; 2024Q4: 28,193 shares; 2025Q1: 26,139 shares; 2025Q2: 25,931 shares; 2025Q3: 23,262 shares; 2025Q4: 25,200 shares 25,200 $3.06M 0.05% +1,938 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,638 shares; 2025Q1: 66,034 shares; 2025Q2: 66,134 shares; 2025Q3: 75,384 shares; 2025Q4: 83,924 shares 83,924 $3.06M 0.05% +8,540 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: 11,354 shares; 2024Q4: 12,327 shares; 2025Q1: 12,397 shares; 2025Q2: 12,622 shares; 2025Q3: 12,637 shares; 2025Q4: 21,651 shares 21,651 $3.06M 0.05% +9,014 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: 5,381 shares; 2024Q4: 8,741 shares; 2025Q1: 8,740 shares; 2025Q2: 9,956 shares; 2025Q3: 11,587 shares; 2025Q4: 14,048 shares 14,048 $3.05M 0.05% +2,461 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,488 shares; 2024Q4: 25,502 shares; 2025Q1: 25,758 shares; 2025Q2: 25,741 shares; 2025Q3: 25,460 shares; 2025Q4: 33,036 shares 33,036 $3.05M 0.05% +7,576 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: 14,744 shares; 2024Q4: 20,823 shares; 2025Q1: 23,921 shares; 2025Q2: 23,417 shares; 2025Q3: 20,485 shares; 2025Q4: 22,897 shares 22,897 $3.04M 0.05% +2,412 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: 118,876 shares; 2025Q1: 15,146 shares; 2025Q2: 111,205 shares; 2025Q3: 11,471 shares; 2025Q4: 10,885 shares 10,885 $3.04M 0.05% -586 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 14,960 shares; 2025Q1: 9,451 shares; 2025Q2: 8,949 shares; 2025Q3: 9,063 shares; 2025Q4: 9,705 shares 9,705 $3.03M 0.05% +642 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,887 shares; 2024Q4: 20,885 shares; 2025Q1: 20,448 shares; 2025Q2: 13,900 shares; 2025Q3: 16,996 shares; 2025Q4: 31,386 shares 31,386 $3.02M 0.05% +14,390 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: 21,075 shares; 2024Q4: 23,090 shares; 2025Q1: 20,768 shares; 2025Q2: 24,087 shares; 2025Q3: 24,831 shares; 2025Q4: 28,541 shares 28,541 $3.01M 0.05% +3,710 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 29,606 shares; 2025Q1: 30,132 shares; 2025Q2: 29,827 shares; 2025Q3: 29,494 shares; 2025Q4: 30,638 shares 30,638 $2.98M 0.05% +1,144 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: 14,454 shares; 2024Q4: 34,059 shares; 2025Q1: 27,949 shares; 2025Q2: 27,505 shares; 2025Q3: 21,473 shares; 2025Q4: 25,935 shares 25,935 $2.95M 0.05% +4,462 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: not reported; 2024Q4: 724 shares; 2025Q1: 824 shares; 2025Q2: 5,871 shares; 2025Q3: 6,181 shares; 2025Q4: 6,969 shares 6,969 $2.94M 0.05% +788 Timeline STXF 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: 75,941 shares; 2024Q4: 78,936 shares; 2025Q1: 71,716 shares; 2025Q2: 72,443 shares; 2025Q3: 70,051 shares; 2025Q4: 66,459 shares 66,459 $2.93M 0.05% -3,592 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,400 shares; 2025Q2: 2,195 shares; 2025Q3: 12,296 shares; 2025Q4: 15,723 shares 15,723 $2.92M 0.05% +3,427 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: 10,836 shares; 2024Q4: 11,632 shares; 2025Q1: 12,251 shares; 2025Q2: 12,045 shares; 2025Q3: 11,430 shares; 2025Q4: 10,060 shares 10,060 $2.91M 0.05% -1,370 Timeline TQQQ 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: 15,987 shares; 2024Q4: 15,102 shares; 2025Q1: 23,959 shares; 2025Q2: 36,059 shares; 2025Q3: 30,826 shares; 2025Q4: 54,857 shares 54,857 $2.89M 0.05% +24,031 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,287 shares; 2024Q4: 417,943 shares; 2025Q1: 83,427 shares; 2025Q2: 76,380 shares; 2025Q3: 77,691 shares; 2025Q4: 78,140 shares 78,140 $2.89M 0.05% +449 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,155 shares; 2024Q4: 11,122 shares; 2025Q1: 13,361 shares; 2025Q2: 13,723 shares; 2025Q3: 13,175 shares; 2025Q4: 12,886 shares 12,886 $2.88M 0.05% -289 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,596 shares; 2024Q4: 344,902 shares; 2025Q1: 133,968 shares; 2025Q2: 94,893 shares; 2025Q3: 74,671 shares; 2025Q4: 72,847 shares 72,847 $2.85M 0.05% -1,824 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,277 shares; 2024Q4: 73,640 shares; 2025Q1: 72,009 shares; 2025Q2: 67,929 shares; 2025Q3: 69,895 shares; 2025Q4: 77,745 shares 77,745 $2.85M 0.05% +7,850 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: 11,682 shares; 2024Q4: 11,527 shares; 2025Q1: 11,332 shares; 2025Q2: 10,773 shares; 2025Q3: 7,666 shares; 2025Q4: 14,127 shares 14,127 $2.82M 0.05% +6,461 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,800 shares; 2025Q4: 146,391 shares 146,391 $2.81M 0.05% +8,591 Timeline APRH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,814 shares; 2024Q4: 115,288 shares; 2025Q1: 112,215 shares; 2025Q2: 118,661 shares; 2025Q3: 116,267 shares; 2025Q4: 113,539 shares 113,539 $2.81M 0.05% -2,728 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,332 shares; 2025Q2: 51,332 shares; 2025Q3: 48,628 shares; 2025Q4: 56,256 shares 56,256 $2.8M 0.05% +7,628 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: 20,834 shares; 2024Q4: 28,435 shares; 2025Q1: 34,409 shares; 2025Q2: 13,636 shares; 2025Q3: 13,711 shares; 2025Q4: 12,174 shares 12,174 $2.8M 0.05% -1,537 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,849 shares; 2024Q4: 25,149 shares; 2025Q1: 23,634 shares; 2025Q2: 28,954 shares; 2025Q3: 27,367 shares; 2025Q4: 71,599 shares 71,599 $2.8M 0.05% +44,232 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: 5,798 shares; 2025Q1: 5,285 shares; 2025Q2: 11,943 shares; 2025Q3: 12,122 shares; 2025Q4: 16,208 shares 16,208 $2.77M 0.05% +4,086 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 147,211 shares; 2025Q1: 16,783 shares; 2025Q2: 179,400 shares; 2025Q3: 17,180 shares; 2025Q4: 19,536 shares 19,536 $2.76M 0.05% +2,356 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 3,048 shares; 2025Q1: 7,904 shares; 2025Q2: 11,418 shares; 2025Q3: 11,660 shares; 2025Q4: 20,613 shares 20,613 $2.75M 0.05% +8,953 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: 24,087 shares; 2024Q4: 25,572 shares; 2025Q1: 25,715 shares; 2025Q2: 27,410 shares; 2025Q3: 28,689 shares; 2025Q4: 31,276 shares 31,276 $2.74M 0.04% +2,587 Timeline XJH 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: 139,072 shares; 2024Q4: 130,914 shares; 2025Q1: 76,164 shares; 2025Q2: 68,178 shares; 2025Q3: 62,549 shares; 2025Q4: 60,978 shares 60,978 $2.72M 0.04% -1,571 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: 39,750 shares; 2024Q4: 52,192 shares; 2025Q1: 50,937 shares; 2025Q2: 51,703 shares; 2025Q3: 51,517 shares; 2025Q4: 84,457 shares 84,457 $2.71M 0.04% +32,940 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,196 shares; 2025Q4: 78,774 shares 78,774 $2.69M 0.04% -14,422 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,887 shares; 2024Q4: 10,584 shares; 2025Q1: 20,716 shares; 2025Q2: 23,512 shares; 2025Q3: 24,697 shares; 2025Q4: 32,056 shares 32,056 $2.68M 0.04% +7,359 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,225 shares; 2024Q4: 48,660 shares; 2025Q1: 48,065 shares; 2025Q2: 47,901 shares; 2025Q3: 48,014 shares; 2025Q4: 48,596 shares 48,596 $2.66M 0.04% +582 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: 475 shares; 2024Q4: 521 shares; 2025Q1: 582 shares; 2025Q2: 815 shares; 2025Q3: 786 shares; 2025Q4: 1,318 shares 1,318 $2.66M 0.04% +532 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,090 shares; 2025Q4: 105,586 shares 105,586 $2.63M 0.04% +8,496 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: 8,753 shares; 2024Q4: 10,911 shares; 2025Q1: 16,918 shares; 2025Q2: 24,171 shares; 2025Q3: 26,042 shares; 2025Q4: 34,136 shares 34,136 $2.63M 0.04% +8,094 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: 11,082 shares; 2024Q4: 21,430 shares; 2025Q1: 19,738 shares; 2025Q2: 17,736 shares; 2025Q3: 19,581 shares; 2025Q4: 30,100 shares 30,100 $2.62M 0.04% +10,519 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: 17,304 shares; 2024Q4: 114,768 shares; 2025Q1: 24,704 shares; 2025Q2: 38,320 shares; 2025Q3: 26,857 shares; 2025Q4: 26,123 shares 26,123 $2.62M 0.04% -734 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,838 shares; 2024Q4: 9,929 shares; 2025Q1: 10,033 shares; 2025Q2: 9,736 shares; 2025Q3: 9,743 shares; 2025Q4: 10,724 shares 10,724 $2.59M 0.04% +981 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,863 shares; 2025Q1: 2,942 shares; 2025Q2: 2,889 shares; 2025Q3: 2,870 shares; 2025Q4: 8,952 shares 8,952 $2.58M 0.04% +6,082 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 14,014 shares; 2025Q1: 14,255 shares; 2025Q2: 14,400 shares; 2025Q3: 14,483 shares; 2025Q4: 15,721 shares 15,721 $2.56M 0.04% +1,238 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: 1,242 shares; 2024Q4: 2,396 shares; 2025Q1: 2,976 shares; 2025Q2: 2,707 shares; 2025Q3: 2,644 shares; 2025Q4: 4,497 shares 4,497 $2.56M 0.04% +1,853 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,583 shares; 2024Q4: 13,447 shares; 2025Q1: 24,902 shares; 2025Q2: 36,333 shares; 2025Q3: 33,640 shares; 2025Q4: 54,192 shares 54,192 $2.54M 0.04% +20,552 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: 62,669 shares; 2024Q4: 63,280 shares; 2025Q1: 63,040 shares; 2025Q2: 55,587 shares; 2025Q3: 58,206 shares; 2025Q4: 85,134 shares 85,134 $2.52M 0.04% +26,928 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: 5,539 shares; 2024Q4: 15,245 shares; 2025Q1: 14,885 shares; 2025Q2: 14,595 shares; 2025Q3: 17,308 shares; 2025Q4: 21,841 shares 21,841 $2.52M 0.04% +4,533 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: 924 shares; 2024Q4: 861 shares; 2025Q1: 1,206 shares; 2025Q2: 1,581 shares; 2025Q3: 1,936 shares; 2025Q4: 2,848 shares 2,848 $2.5M 0.04% +912 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,962 shares; 2025Q1: 6,739 shares; 2025Q2: 6,731 shares; 2025Q3: 6,773 shares; 2025Q4: 6,564 shares 6,564 $2.49M 0.04% -209 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: 8,267 shares; 2024Q4: 8,564 shares; 2025Q1: 7,908 shares; 2025Q2: 10,752 shares; 2025Q3: 12,971 shares; 2025Q4: 27,098 shares 27,098 $2.49M 0.04% +14,127 Timeline CGSD 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: 7,964 shares; 2025Q2: 21,191 shares; 2025Q3: 64,551 shares; 2025Q4: 94,363 shares 94,363 $2.45M 0.04% +29,812 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,307 shares; 2024Q4: 6,726 shares; 2025Q1: 7,245 shares; 2025Q2: 9,822 shares; 2025Q3: 9,506 shares; 2025Q4: 10,609 shares 10,609 $2.42M 0.04% +1,103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,794 shares; 2025Q4: 156,167 shares 156,167 $2.4M 0.04% +15,373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,794 shares; 2025Q3: 4,732 shares; 2025Q4: 11,578 shares 11,578 $2.37M 0.04% +6,846 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,398 shares; 2025Q2: 15,989 shares; 2025Q3: 18,973 shares; 2025Q4: 19,550 shares 19,550 $2.37M 0.04% +577 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 7,183 shares; 2025Q1: 5,958 shares; 2025Q2: 5,523 shares; 2025Q3: 5,079 shares; 2025Q4: 53,776 shares 53,776 $2.36M 0.04% +48,697 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: 535 shares; 2024Q4: 660 shares; 2025Q1: 924 shares; 2025Q2: 17,386 shares; 2025Q3: 19,612 shares; 2025Q4: 25,798 shares 25,798 $2.35M 0.04% +6,186 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 8,104 shares; 2025Q1: 32,604 shares; 2025Q2: 67,459 shares; 2025Q3: 50,959 shares; 2025Q4: 61,362 shares 61,362 $2.33M 0.04% +10,403 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: 3,010 shares; 2024Q4: 12,660 shares; 2025Q1: 11,814 shares; 2025Q2: 14,669 shares; 2025Q3: 16,288 shares; 2025Q4: 19,634 shares 19,634 $2.31M 0.04% +3,346 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: 8,007 shares; 2024Q4: 11,177 shares; 2025Q1: 58,792 shares; 2025Q2: 40,221 shares; 2025Q3: 45,490 shares; 2025Q4: 63,041 shares 63,041 $2.31M 0.04% +17,551 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: 7,831 shares; 2024Q4: 11,115 shares; 2025Q1: 12,988 shares; 2025Q2: 16,753 shares; 2025Q3: 18,370 shares; 2025Q4: 17,976 shares 17,976 $2.29M 0.04% -394 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: 37,391 shares; 2024Q4: 72,977 shares; 2025Q1: 57,629 shares; 2025Q2: 52,970 shares; 2025Q3: 66,014 shares; 2025Q4: 83,443 shares 83,443 $2.29M 0.04% +17,429 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: 2,386 shares; 2024Q4: 3,884 shares; 2025Q1: 3,835 shares; 2025Q2: 3,958 shares; 2025Q3: 4,915 shares; 2025Q4: 10,984 shares 10,984 $2.29M 0.04% +6,069 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 6,344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,329 shares 30,329 $2.27M 0.04% new Timeline SPHD 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: 5,376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,271 shares 47,271 $2.27M 0.04% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,230 shares; 2025Q1: 17,074 shares; 2025Q2: 18,561 shares; 2025Q3: 19,030 shares; 2025Q4: 20,673 shares 20,673 $2.27M 0.04% +1,643 Timeline PALC 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: 60,963 shares; 2024Q4: 65,803 shares; 2025Q1: 65,053 shares; 2025Q2: 63,722 shares; 2025Q3: 63,273 shares; 2025Q4: 43,301 shares 43,301 $2.26M 0.04% -19,972 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,345 shares; 2024Q4: 42,136 shares; 2025Q1: 60,240 shares; 2025Q2: 81,296 shares; 2025Q3: 82,131 shares; 2025Q4: 68,959 shares 68,959 $2.26M 0.04% -13,172 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest 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: 48,256 shares; 2025Q4: 58,434 shares 58,434 $2.26M 0.04% +10,178 Timeline PGX 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: 214,102 shares; 2024Q4: 210,557 shares; 2025Q1: 210,610 shares; 2025Q2: 197,073 shares; 2025Q3: 192,127 shares; 2025Q4: 200,697 shares 200,697 $2.26M 0.04% +8,570 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,488 shares; 2024Q4: 47,174 shares; 2025Q1: 51,209 shares; 2025Q2: 27,951 shares; 2025Q3: 16,874 shares; 2025Q4: 19,695 shares 19,695 $2.24M 0.04% +2,821 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,314 shares; 2024Q4: 43,234 shares; 2025Q1: 40,884 shares; 2025Q2: 37,804 shares; 2025Q3: 38,393 shares; 2025Q4: 42,244 shares 42,244 $2.23M 0.04% +3,851 Timeline LCTU 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: 22,209 shares; 2024Q4: 23,565 shares; 2025Q1: 26,748 shares; 2025Q2: 26,538 shares; 2025Q3: 26,897 shares; 2025Q4: 30,119 shares 30,119 $2.23M 0.04% +3,222 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: 20,489 shares; 2024Q4: 18,993 shares; 2025Q1: 17,415 shares; 2025Q2: 23,056 shares; 2025Q3: 23,761 shares; 2025Q4: 26,661 shares 26,661 $2.23M 0.04% +2,900 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: 3,214 shares; 2024Q4: 6,042 shares; 2025Q1: 6,555 shares; 2025Q2: 6,845 shares; 2025Q3: 5,239 shares; 2025Q4: 18,573 shares 18,573 $2.22M 0.04% +13,334 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: 499 shares; 2024Q4: 4,279 shares; 2025Q1: 4,685 shares; 2025Q2: 4,710 shares; 2025Q3: 5,017 shares; 2025Q4: 4,707 shares 4,707 $2.21M 0.04% -310 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,482 shares; 2024Q4: 18,351 shares; 2025Q1: 18,970 shares; 2025Q2: 19,470 shares; 2025Q3: 19,535 shares; 2025Q4: 23,911 shares 23,911 $2.21M 0.04% +4,376 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,196 shares; 2025Q1: 199,669 shares; 2025Q2: 196,559 shares; 2025Q3: 11,217 shares; 2025Q4: 46,795 shares 46,795 $2.2M 0.04% +35,578 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,422 shares; 2025Q2: 18,393 shares; 2025Q3: 33,219 shares; 2025Q4: 82,539 shares 82,539 $2.19M 0.04% +49,320 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,842 shares; 2025Q1: 16,767 shares; 2025Q2: 15,819 shares; 2025Q3: 14,214 shares; 2025Q4: 17,321 shares 17,321 $2.18M 0.04% +3,107 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 5,850 shares; 2025Q1: 5,681 shares; 2025Q2: 5,740 shares; 2025Q3: 5,665 shares; 2025Q4: 6,739 shares 6,739 $2.18M 0.04% +1,074 Timeline IEI 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: 8,815 shares; 2024Q4: 12,408 shares; 2025Q1: 28,709 shares; 2025Q2: 14,011 shares; 2025Q3: 15,616 shares; 2025Q4: 18,042 shares 18,042 $2.15M 0.04% +2,426 Timeline JULH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,196 shares; 2024Q4: 100,208 shares; 2025Q1: 91,531 shares; 2025Q2: 88,659 shares; 2025Q3: 84,479 shares; 2025Q4: 85,994 shares 85,994 $2.14M 0.04% +1,515 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,613 shares; 2025Q4: 81,652 shares 81,652 $2.14M 0.04% +72,039 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,865 shares; 2024Q4: 15,789 shares; 2025Q1: 17,442 shares; 2025Q2: 17,937 shares; 2025Q3: 17,849 shares; 2025Q4: 26,459 shares 26,459 $2.14M 0.04% +8,610 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,375 shares 37,375 $2.14M 0.04% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,408 shares; 2025Q1: 1,429 shares; 2025Q2: 1,415 shares; 2025Q3: 1,811 shares; 2025Q4: 5,700 shares 5,700 $2.13M 0.03% +3,889 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,201 shares 60,201 $2.12M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,893 shares; 2025Q4: 3,981 shares 3,981 $2.12M 0.03% +88 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,721 shares; 2024Q4: 31,241 shares; 2025Q1: 25,886 shares; 2025Q2: 27,832 shares; 2025Q3: 27,424 shares; 2025Q4: 44,986 shares 44,986 $2.11M 0.03% +17,562 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: 11,194 shares; 2025Q1: 12,128 shares; 2025Q2: 24,683 shares; 2025Q3: 68,406 shares; 2025Q4: 84,853 shares 84,853 $2.1M 0.03% +16,447 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: 8,771 shares; 2024Q4: 9,488 shares; 2025Q1: 12,096 shares; 2025Q2: 12,023 shares; 2025Q3: 12,107 shares; 2025Q4: 11,128 shares 11,128 $2.09M 0.03% -979 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: 52,946 shares; 2024Q4: 12,925 shares; 2025Q1: 10,861 shares; 2025Q2: 13,449 shares; 2025Q3: 12,092 shares; 2025Q4: 12,902 shares 12,902 $2.09M 0.03% +810 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: 42,990 shares; 2024Q4: 39,147 shares; 2025Q1: 37,084 shares; 2025Q2: 35,323 shares; 2025Q3: 34,599 shares; 2025Q4: 56,550 shares 56,550 $2.09M 0.03% +21,951 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: 14,958 shares; 2024Q4: 5,004 shares; 2025Q1: 76,977 shares; 2025Q2: 16,536 shares; 2025Q3: 24,162 shares; 2025Q4: 40,713 shares 40,713 $2.06M 0.03% +16,551 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: 181,371 shares; 2024Q4: 32,868 shares; 2025Q1: 33,530 shares; 2025Q2: 31,687 shares; 2025Q3: 30,613 shares; 2025Q4: 34,009 shares 34,009 $2.04M 0.03% +3,396 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: 11,768 shares; 2024Q4: 13,373 shares; 2025Q1: 13,092 shares; 2025Q2: 11,801 shares; 2025Q3: 11,862 shares; 2025Q4: 12,713 shares 12,713 $2.04M 0.03% +851 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: 7,248 shares; 2024Q4: 9,487 shares; 2025Q1: 11,769 shares; 2025Q2: 13,137 shares; 2025Q3: 12,697 shares; 2025Q4: 25,704 shares 25,704 $2.03M 0.03% +13,007 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,176 shares; 2025Q1: 36,288 shares; 2025Q2: 36,359 shares; 2025Q3: 36,394 shares; 2025Q4: 38,667 shares 38,667 $2.03M 0.03% +2,273 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 17,552 shares; 2025Q1: 21,552 shares; 2025Q2: 18,486 shares; 2025Q3: 39,138 shares; 2025Q4: 43,777 shares 43,777 $2.03M 0.03% +4,639 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,949 shares; 2025Q1: 5,038 shares; 2025Q2: 7,517 shares; 2025Q3: 7,682 shares; 2025Q4: 7,834 shares 7,834 $2.02M 0.03% +152 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,015 shares; 2025Q4: 46,601 shares 46,601 $2M 0.03% +35,586 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 7,007 shares; 2025Q1: 6,963 shares; 2025Q2: 7,684 shares; 2025Q3: 7,880 shares; 2025Q4: 11,853 shares 11,853 $2M 0.03% +3,973 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY 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: 30,858 shares; 2025Q3: 90,688 shares; 2025Q4: 137,343 shares 137,343 $2M 0.03% +46,655 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 22,560 shares; 2025Q1: 23,007 shares; 2025Q2: 14,795 shares; 2025Q3: 14,081 shares; 2025Q4: 14,092 shares 14,092 $1.99M 0.03% +11 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS 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: 100,837 shares 100,837 $1.96M 0.03% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,146 shares; 2024Q4: 15,587 shares; 2025Q1: 15,592 shares; 2025Q2: 16,883 shares; 2025Q3: 17,131 shares; 2025Q4: 21,750 shares 21,750 $1.96M 0.03% +4,619 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: not reported; 2024Q4: 1,020 shares; 2025Q1: 1,254 shares; 2025Q2: 3,671 shares; 2025Q3: 4,180 shares; 2025Q4: 7,506 shares 7,506 $1.94M 0.03% +3,326 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 26,076 shares; 2025Q4: 27,868 shares 27,868 $1.93M 0.03% +1,792 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,957 shares; 2024Q4: 43,105 shares; 2025Q1: 41,825 shares; 2025Q2: 44,194 shares; 2025Q3: 47,966 shares; 2025Q4: 85,228 shares 85,228 $1.93M 0.03% +37,262 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: 15,403 shares; 2024Q4: 36,037 shares; 2025Q1: 37,627 shares; 2025Q2: 37,513 shares; 2025Q3: 36,747 shares; 2025Q4: 40,360 shares 40,360 $1.93M 0.03% +3,613 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,715 shares 41,715 $1.92M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,837 shares; 2025Q4: 19,255 shares 19,255 $1.92M 0.03% +14,418 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 24,736 shares 24,736 $1.91M 0.03% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 5,542 shares; 2025Q1: 34,646 shares; 2025Q2: 32,062 shares; 2025Q3: 25,198 shares; 2025Q4: 22,740 shares 22,740 $1.9M 0.03% -2,458 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: 78,806 shares; 2024Q4: 87,753 shares; 2025Q1: 91,953 shares; 2025Q2: 96,987 shares; 2025Q3: 97,718 shares; 2025Q4: 114,499 shares 114,499 $1.89M 0.03% +16,781 Timeline VWOB 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: 17,041 shares; 2024Q4: 21,279 shares; 2025Q1: 22,198 shares; 2025Q2: 24,059 shares; 2025Q3: 23,598 shares; 2025Q4: 28,000 shares 28,000 $1.89M 0.03% +4,402 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,833 shares; 2024Q4: 26,733 shares; 2025Q1: 26,733 shares; 2025Q2: 28,233 shares; 2025Q3: 28,233 shares; 2025Q4: 27,257 shares 27,257 $1.88M 0.03% -976 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: 12,511 shares; 2024Q4: 10,318 shares; 2025Q1: 10,339 shares; 2025Q2: 11,900 shares; 2025Q3: 24,138 shares; 2025Q4: 24,612 shares 24,612 $1.85M 0.03% +474 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 13,215 shares; 2025Q1: 12,809 shares; 2025Q2: 16,870 shares; 2025Q3: 18,954 shares; 2025Q4: 19,365 shares 19,365 $1.85M 0.03% +411 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 4,845 shares; 2025Q1: 3,458 shares; 2025Q2: 3,536 shares; 2025Q3: 3,228 shares; 2025Q4: 7,326 shares 7,326 $1.84M 0.03% +4,098 Timeline USIG 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: 7,398 shares; 2024Q4: 8,658 shares; 2025Q1: 9,883 shares; 2025Q2: 8,873 shares; 2025Q3: 8,817 shares; 2025Q4: 35,531 shares 35,531 $1.84M 0.03% +26,714 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,370 shares 61,370 $1.84M 0.03% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,627 shares; 2025Q1: 1,654 shares; 2025Q2: 3,454 shares; 2025Q3: 3,563 shares; 2025Q4: 3,721 shares 3,721 $1.82M 0.03% +158 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: 8,065 shares; 2024Q4: 9,660 shares; 2025Q1: 10,462 shares; 2025Q2: 10,421 shares; 2025Q3: 11,867 shares; 2025Q4: 12,215 shares 12,215 $1.82M 0.03% +348 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 1,963 shares; 2025Q4: 3,128 shares 3,128 $1.82M 0.03% +1,165 Timeline IHDG 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: 71,416 shares; 2025Q3: 79,417 shares; 2025Q4: 37,223 shares 37,223 $1.81M 0.03% -42,194 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,833 shares; 2024Q4: 20,506 shares; 2025Q1: 21,048 shares; 2025Q2: 21,954 shares; 2025Q3: 27,883 shares; 2025Q4: 52,215 shares 52,215 $1.81M 0.03% +24,332 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,201 shares; 2025Q1: 41,625 shares; 2025Q2: 52,710 shares; 2025Q3: 52,710 shares; 2025Q4: 52,780 shares 52,780 $1.8M 0.03% +70 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: 965 shares; 2024Q4: 1,656 shares; 2025Q1: 2,332 shares; 2025Q2: 2,413 shares; 2025Q3: 2,438 shares; 2025Q4: 5,545 shares 5,545 $1.8M 0.03% +3,107 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: 15,110 shares; 2024Q4: 32,150 shares; 2025Q1: 41,163 shares; 2025Q2: 51,584 shares; 2025Q3: 75,114 shares; 2025Q4: 156,056 shares 156,056 $1.8M 0.03% +80,942 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: 8,213 shares; 2024Q4: 9,921 shares; 2025Q1: 9,524 shares; 2025Q2: 9,365 shares; 2025Q3: 19,079 shares; 2025Q4: 18,261 shares 18,261 $1.8M 0.03% -818 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: 5,521 shares; 2024Q4: 7,514 shares; 2025Q1: 8,546 shares; 2025Q2: 6,825 shares; 2025Q3: 7,017 shares; 2025Q4: 10,506 shares 10,506 $1.79M 0.03% +3,489 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,486 shares; 2024Q4: 24,691 shares; 2025Q1: 23,586 shares; 2025Q2: 23,937 shares; 2025Q3: 27,542 shares; 2025Q4: 36,181 shares 36,181 $1.78M 0.03% +8,639 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,904 shares; 2024Q4: 11,635 shares; 2025Q1: 23,016 shares; 2025Q2: 41,195 shares; 2025Q3: 41,569 shares; 2025Q4: 27,422 shares 27,422 $1.78M 0.03% -14,147 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: 6,778 shares; 2025Q1: 29,189 shares; 2025Q2: 31,520 shares; 2025Q3: 13,192 shares; 2025Q4: 15,635 shares 15,635 $1.77M 0.03% +2,443 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: 5,594 shares; 2024Q4: 8,868 shares; 2025Q1: 9,349 shares; 2025Q2: 7,849 shares; 2025Q3: 16,240 shares; 2025Q4: 24,054 shares 24,054 $1.77M 0.03% +7,814 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,943 shares; 2024Q4: 16,222 shares; 2025Q1: 26,956 shares; 2025Q2: 27,319 shares; 2025Q3: 31,563 shares; 2025Q4: 39,519 shares 39,519 $1.76M 0.03% +7,956 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,672 shares; 2024Q4: 11,703 shares; 2025Q1: 9,172 shares; 2025Q2: 8,335 shares; 2025Q3: 8,329 shares; 2025Q4: 8,314 shares 8,314 $1.75M 0.03% -15 Timeline