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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847,450 shares; 2024Q4: 1,022,501 shares; 2025Q1: 1,286,521 shares; 2025Q2: 1,593,630 shares; 2025Q3: 1,748,006 shares 1,748,006 $137M 12.91% +154,376 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,824 shares; 2024Q4: 749,842 shares; 2025Q1: 1,017,384 shares; 2025Q2: 1,260,146 shares; 2025Q3: 1,397,861 shares 1,397,861 $122M 11.51% +137,715 Timeline LISTED FD TR LISTED FD TR More: the full row for LISTED FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844,282 shares; 2024Q4: 2,140,008 shares; 2025Q1: 2,624,626 shares; 2025Q2: 3,055,122 shares; 2025Q3: 3,340,018 shares 3,340,018 $122M 11.46% +284,896 IDVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 308,872 shares; 2025Q1: 2,325,575 shares; 2025Q2: 2,798,194 shares; 2025Q3: 3,152,328 shares 3,152,328 $97M 9.14% +354,134 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,114 shares; 2024Q4: 112,759 shares; 2025Q1: 239,396 shares; 2025Q2: 281,312 shares; 2025Q3: 314,712 shares 314,712 $58.7M 5.53% +33,400 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401,496 shares; 2025Q2: 634,034 shares; 2025Q3: 467,731 shares 467,731 $47M 4.43% -166,303 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,468 shares; 2024Q4: 487,005 shares; 2025Q1: 537,418 shares; 2025Q2: 638,902 shares; 2025Q3: 695,891 shares 695,891 $45.9M 4.33% +56,989 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,273 shares; 2024Q4: 96,911 shares; 2025Q1: 55,370 shares; 2025Q2: 132,426 shares; 2025Q3: 734,575 shares 734,575 $43.2M 4.08% +602,149 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,014 shares; 2024Q4: 305,498 shares; 2025Q1: 202,696 shares; 2025Q2: 195,379 shares; 2025Q3: 209,921 shares 209,921 $40.8M 3.85% +14,542 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,784 shares; 2024Q4: 36,234 shares; 2025Q1: 421,958 shares; 2025Q2: 491,251 shares; 2025Q3: 569,253 shares 569,253 $34.1M 3.22% +78,002 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,967 shares; 2024Q4: 592,128 shares; 2025Q1: 632,439 shares; 2025Q2: 618,454 shares; 2025Q3: 522,291 shares 522,291 $26.5M 2.5% -96,163 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 8,337 shares; 2025Q1: 271,495 shares; 2025Q2: 315,999 shares; 2025Q3: 346,444 shares 346,444 $22.6M 2.13% +30,445 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,216 shares; 2024Q4: 290,646 shares; 2025Q1: 312,911 shares; 2025Q2: 329,468 shares; 2025Q3: 348,548 shares 348,548 $19.8M 1.87% +19,080 Timeline BSCR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,868 shares; 2024Q4: 1,056,058 shares; 2025Q1: 1,067,606 shares; 2025Q2: 944,028 shares; 2025Q3: 941,889 shares 941,889 $18.6M 1.75% -2,139 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,580 shares; 2024Q4: 29,213 shares; 2025Q1: 27,527 shares; 2025Q2: 258,377 shares; 2025Q3: 298,920 shares 298,920 $15.4M 1.46% +40,543 Timeline PCHI FUNDVANTAGE TR More: the full row for FUNDVANTAGE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537,493 shares; 2025Q3: 548,190 shares 548,190 $13.9M 1.31% +10,697 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,897 shares; 2024Q4: 276,194 shares; 2025Q1: 278,930 shares; 2025Q2: 245,463 shares; 2025Q3: 244,795 shares 244,795 $12.3M 1.16% -668 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 2,891 shares; 2025Q1: 2,079 shares; 2025Q2: 15,716 shares; 2025Q3: 16,899 shares 16,899 $10.1M 0.96% +1,183 Timeline BSCQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,012 shares; 2024Q4: 542,154 shares; 2025Q1: 543,846 shares; 2025Q2: 457,583 shares; 2025Q3: 440,103 shares 440,103 $8.61M 0.81% -17,480 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,372 shares; 2024Q4: 134,416 shares; 2025Q1: 140,175 shares; 2025Q2: 141,258 shares; 2025Q3: 152,494 shares 152,494 $7.41M 0.7% +11,236 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,936 shares; 2024Q4: 284,284 shares; 2025Q1: 267,180 shares; 2025Q2: 222,297 shares; 2025Q3: 137,141 shares 137,141 $6.86M 0.65% -85,156 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,672 shares; 2024Q4: 277,181 shares; 2025Q1: 279,387 shares; 2025Q2: 245,931 shares; 2025Q3: 121,809 shares 121,809 $6.11M 0.58% -124,122 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,734 shares 75,734 $6.05M 0.57% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240,136 shares 240,136 $5.75M 0.54% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,207 shares; 2024Q4: 7,931 shares; 2025Q1: 7,988 shares; 2025Q2: 7,640 shares; 2025Q3: 7,673 shares 7,673 $5.14M 0.48% +33 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,383 shares; 2024Q4: 73,781 shares; 2025Q1: 72,517 shares; 2025Q2: 56,251 shares; 2025Q3: 49,845 shares 49,845 $5.02M 0.47% -6,406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,149 shares; 2024Q4: 140,357 shares; 2025Q1: 135,360 shares; 2025Q2: 115,510 shares; 2025Q3: 81,952 shares 81,952 $4.68M 0.44% -33,558 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,554 shares; 2024Q4: 463,294 shares; 2025Q1: 83,862 shares; 2025Q2: 56,974 shares; 2025Q3: 48,041 shares 48,041 $4.41M 0.42% -8,933 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 8,728 shares; 2025Q1: 8,484 shares; 2025Q2: 7,852 shares; 2025Q3: 7,924 shares 7,924 $4.1M 0.39% +72 Timeline BSJQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,856 shares; 2024Q4: 138,359 shares; 2025Q1: 144,125 shares; 2025Q2: 146,828 shares; 2025Q3: 158,958 shares 158,958 $3.72M 0.35% +12,130 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,910 shares; 2024Q4: 19,320 shares; 2025Q1: 18,624 shares; 2025Q2: 16,873 shares; 2025Q3: 19,789 shares 19,789 $3.69M 0.35% +2,916 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,602 shares; 2024Q4: 710,905 shares; 2025Q1: 124,466 shares; 2025Q2: 84,391 shares; 2025Q3: 81,563 shares 81,563 $3.6M 0.34% -2,828 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,156 shares; 2024Q4: 9,598 shares; 2025Q1: 16,988 shares; 2025Q2: 20,392 shares; 2025Q3: 29,978 shares 29,978 $3.09M 0.29% +9,586 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,044 shares; 2025Q2: 69,251 shares; 2025Q3: 66,782 shares 66,782 $2.58M 0.24% -2,469 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 10,556 shares; 2025Q1: 11,337 shares; 2025Q2: 10,713 shares; 2025Q3: 11,258 shares 11,258 $2.47M 0.23% +545 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: 7,774 shares; 2025Q1: 8,061 shares; 2025Q2: 6,963 shares; 2025Q3: 7,032 shares 7,032 $2.32M 0.22% +69 Timeline NOBLE ENERGY INC NOBLE ENERGY INC More: the full row for NOBLE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,916 shares; 2025Q2: 18,918 shares; 2025Q3: 19,122 shares 19,122 $1.97M 0.19% +204 ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 5,776 shares; 2025Q1: 6,484 shares; 2025Q2: 6,337 shares; 2025Q3: 6,644 shares 6,644 $1.87M 0.18% +307 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,133 shares; 2024Q4: 8,330 shares; 2025Q1: 8,204 shares; 2025Q2: 7,772 shares; 2025Q3: 7,563 shares 7,563 $1.84M 0.17% -209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 15,178 shares; 2025Q1: 16,474 shares; 2025Q2: 19,602 shares; 2025Q3: 17,254 shares 17,254 $1.8M 0.17% -2,348 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,642 shares; 2024Q4: 8,854 shares; 2025Q1: 8,873 shares; 2025Q2: 7,451 shares; 2025Q3: 7,312 shares 7,312 $1.78M 0.17% -139 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,254 shares; 2025Q2: 24,320 shares; 2025Q3: 24,381 shares 24,381 $1.77M 0.17% +61 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,582 shares; 2025Q1: 4,005 shares; 2025Q2: 3,991 shares; 2025Q3: 4,907 shares 4,907 $1.68M 0.16% +916 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,362 shares; 2025Q2: 37,761 shares; 2025Q3: 31,947 shares 31,947 $1.48M 0.14% -5,814 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,086 shares; 2025Q1: 1,536 shares; 2025Q2: 1,729 shares; 2025Q3: 1,813 shares 1,813 $1.44M 0.14% +84 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 944 shares; 2025Q1: 1,432 shares; 2025Q2: 1,479 shares; 2025Q3: 1,947 shares 1,947 $1.43M 0.13% +468 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,720 shares; 2025Q1: 5,454 shares; 2025Q2: 4,376 shares; 2025Q3: 4,411 shares 4,411 $1.39M 0.13% +35 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,094 shares; 2024Q4: 48,599 shares; 2025Q1: 46,412 shares; 2025Q2: 25,915 shares; 2025Q3: 26,244 shares 26,244 $1.32M 0.12% +329 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 5,303 shares; 2025Q1: 6,610 shares; 2025Q2: 7,107 shares; 2025Q3: 5,653 shares 5,653 $1.31M 0.12% -1,454 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,164 shares; 2024Q4: 11,023 shares; 2025Q1: 12,080 shares; 2025Q2: 11,199 shares; 2025Q3: 10,841 shares 10,841 $1.22M 0.12% -358 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,792 shares; 2024Q4: 38,727 shares; 2025Q1: 31,439 shares; 2025Q2: 22,616 shares; 2025Q3: 20,924 shares 20,924 $1.2M 0.11% -1,692 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 1,522 shares; 2025Q1: 19,666 shares; 2025Q2: 1,325 shares; 2025Q3: 1,793 shares 1,793 $1.19M 0.11% +468 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,980 shares; 2025Q1: 5,334 shares; 2025Q2: 6,198 shares; 2025Q3: 7,088 shares 7,088 $1.15M 0.11% +890 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,680 shares; 2025Q1: 5,745 shares; 2025Q2: 5,528 shares; 2025Q3: 7,403 shares 7,403 $1.14M 0.11% +1,875 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 2,203 shares; 2025Q1: 1,869 shares; 2025Q2: 1,941 shares; 2025Q3: 1,830 shares 1,830 $1.12M 0.11% -111 Timeline OVBC OHIO VY BANC CORP More: the full row for OHIO VY BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,778 shares; 2025Q3: 29,552 shares 29,552 $1.09M 0.1% -18,226 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 10,234 shares; 2025Q1: 10,217 shares; 2025Q2: 9,628 shares; 2025Q3: 9,669 shares 9,669 $1.08M 0.1% +41 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,711 shares; 2025Q2: 28,269 shares; 2025Q3: 39,578 shares 39,578 $1.08M 0.1% +11,309 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,415 shares; 2025Q1: 25,965 shares; 2025Q2: 27,762 shares; 2025Q3: 39,885 shares 39,885 $1.07M 0.1% +12,123 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 705 shares; 2025Q1: 868 shares; 2025Q2: 797 shares; 2025Q3: 3,043 shares 3,043 $999K 0.09% +2,246 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,881 shares; 2025Q1: 17,430 shares; 2025Q2: 20,891 shares; 2025Q3: 22,222 shares 22,222 $977K 0.09% +1,331 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,121 shares; 2025Q2: 3,778 shares; 2025Q3: 5,131 shares 5,131 $936K 0.09% +1,353 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,228 shares; 2025Q2: 22,663 shares; 2025Q3: 22,464 shares 22,464 $926K 0.09% -199 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 4,457 shares; 2025Q1: 5,746 shares; 2025Q2: 5,736 shares; 2025Q3: 5,941 shares 5,941 $923K 0.09% +205 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,766 shares; 2025Q2: 16,826 shares; 2025Q3: 17,585 shares 17,585 $887K 0.08% +759 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,726 shares; 2025Q1: 1,464 shares; 2025Q2: 1,715 shares; 2025Q3: 1,717 shares 1,717 $863K 0.08% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,364 shares 17,364 $859K 0.08% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,190 shares; 2025Q2: 8,066 shares; 2025Q3: 8,303 shares 8,303 $843K 0.08% +237 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 5,325 shares; 2025Q1: 9,521 shares; 2025Q2: 9,745 shares; 2025Q3: 8,554 shares 8,554 $809K 0.08% -1,191 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,840 shares; 2025Q1: 2,794 shares; 2025Q2: 2,800 shares; 2025Q3: 2,895 shares 2,895 $809K 0.08% +95 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,730 shares; 2025Q2: 26,768 shares; 2025Q3: 28,606 shares 28,606 $808K 0.08% +1,838 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,811 shares; 2025Q1: 7,845 shares; 2025Q2: 9,739 shares; 2025Q3: 10,435 shares 10,435 $788K 0.07% +696 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,267 shares; 2025Q2: 2,748 shares; 2025Q3: 2,906 shares 2,906 $785K 0.07% +158 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,250 shares; 2025Q1: 3,400 shares; 2025Q2: 6,859 shares; 2025Q3: 7,159 shares 7,159 $762K 0.07% +300 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,985 shares; 2025Q2: 12,104 shares; 2025Q3: 15,045 shares 15,045 $751K 0.07% +2,941 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,669 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,587 shares 9,587 $713K 0.07% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 568 shares; 2025Q1: 575 shares; 2025Q2: 556 shares; 2025Q3: 575 shares 575 $689K 0.07% +19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 4,860 shares; 2025Q1: 5,455 shares; 2025Q2: 5,568 shares; 2025Q3: 9,178 shares 9,178 $674K 0.06% +3,610 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,619 shares 9,619 $635K 0.06% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 1,484 shares; 2025Q1: 1,015 shares; 2025Q2: 1,175 shares; 2025Q3: 1,340 shares 1,340 $627K 0.06% +165 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,456 shares; 2025Q1: 3,406 shares; 2025Q2: 3,359 shares; 2025Q3: 3,381 shares 3,381 $627K 0.06% +22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,532 shares 2,532 $624K 0.06% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,743 shares; 2025Q1: 3,331 shares; 2025Q2: 3,338 shares; 2025Q3: 2,629 shares 2,629 $618K 0.06% -709 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,929 shares; 2025Q1: 4,029 shares; 2025Q2: 4,138 shares; 2025Q3: 4,374 shares 4,374 $614K 0.06% +236 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,689 shares; 2025Q1: 2,682 shares; 2025Q2: 2,674 shares; 2025Q3: 2,893 shares 2,893 $592K 0.06% +219 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,880 shares; 2024Q4: 7,256 shares; 2025Q1: 6,934 shares; 2025Q2: 6,552 shares; 2025Q3: 4,879 shares 4,879 $589K 0.06% -1,673 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 825 shares; 2025Q1: 1,650 shares; 2025Q2: 1,895 shares; 2025Q3: 1,993 shares 1,993 $544K 0.05% +98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,849 shares; 2025Q2: 4,435 shares; 2025Q3: 4,751 shares 4,751 $534K 0.05% +316 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,308 shares; 2024Q4: 41,168 shares; 2025Q1: 33,121 shares; 2025Q2: 11,220 shares; 2025Q3: 10,460 shares 10,460 $531K 0.05% -760 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,999 shares; 2025Q2: 20,346 shares; 2025Q3: 9,937 shares 9,937 $527K 0.05% -10,409 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 994 shares; 2025Q1: 1,013 shares; 2025Q2: 1,066 shares; 2025Q3: 1,095 shares 1,095 $523K 0.05% +29 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,257 shares; 2025Q3: 6,874 shares 6,874 $519K 0.05% -383 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,360 shares 30,360 $514K 0.05% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,858 shares; 2025Q2: 7,061 shares; 2025Q3: 8,180 shares 8,180 $500K 0.05% +1,119 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,822 shares; 2024Q4: 17,617 shares; 2025Q1: 18,482 shares; 2025Q2: 8,501 shares; 2025Q3: 9,774 shares 9,774 $499K 0.05% +1,273 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 670 shares; 2025Q1: 671 shares; 2025Q2: 672 shares; 2025Q3: 637 shares 637 $492K 0.05% -35 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 7,796 shares; 2025Q1: 9,309 shares; 2025Q2: 8,442 shares; 2025Q3: 9,280 shares 9,280 $485K 0.05% +838 Timeline CRH PLC ADS CRH PLC ADS More: the full row for CRH PLC ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,033 shares; 2025Q2: 3,729 shares; 2025Q3: 4,007 shares 4,007 $480K 0.05% +278 WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares 1,986 $478K 0.05% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,596 shares 1,596 $460K 0.04% new Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 23,138 shares; 2025Q1: 23,354 shares; 2025Q2: 23,601 shares; 2025Q3: 23,865 shares 23,865 $457K 0.04% +264 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 4,733 shares; 2025Q1: 4,688 shares; 2025Q2: 4,702 shares; 2025Q3: 4,718 shares 4,718 $456K 0.04% +16 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,196 shares; 2025Q2: 11,288 shares; 2025Q3: 11,515 shares 11,515 $453K 0.04% +227 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 2,451 shares; 2025Q3: 3,084 shares 3,084 $449K 0.04% +633 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,572 shares; 2025Q1: 1,688 shares; 2025Q2: 1,592 shares; 2025Q3: 1,834 shares 1,834 $444K 0.04% +242 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: 5,056 shares; 2025Q1: 5,232 shares; 2025Q2: 5,192 shares; 2025Q3: 5,246 shares 5,246 $444K 0.04% +54 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,542 shares; 2025Q3: 1,505 shares 1,505 $442K 0.04% -37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,089 shares; 2025Q1: 1,106 shares; 2025Q2: 1,027 shares; 2025Q3: 1,055 shares 1,055 $427K 0.04% +28 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,609 shares; 2025Q1: 2,651 shares; 2025Q2: 2,512 shares; 2025Q3: 2,510 shares 2,510 $420K 0.04% -2 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,440 shares; 2025Q2: 2,362 shares; 2025Q3: 2,580 shares 2,580 $418K 0.04% +218 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,426 shares 4,426 $413K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,532 shares; 2024Q4: 3,790 shares; 2025Q1: 4,869 shares; 2025Q2: 4,902 shares; 2025Q3: 4,899 shares 4,899 $411K 0.04% -3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,802 shares; 2024Q4: 11,080 shares; 2025Q1: 14,466 shares; 2025Q2: 10,003 shares; 2025Q3: 8,861 shares 8,861 $410K 0.04% -1,142 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 1,054 shares; 2025Q1: 1,138 shares; 2025Q2: 988 shares; 2025Q3: 920 shares 920 $409K 0.04% -68 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,977 shares; 2024Q4: 8,977 shares; 2025Q1: 9,013 shares; 2025Q2: 9,013 shares; 2025Q3: 9,013 shares 9,013 $403K 0.04% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,199 shares; 2025Q2: 2,703 shares; 2025Q3: 2,899 shares 2,899 $402K 0.04% +196 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,204 shares 7,204 $400K 0.04% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,956 shares; 2025Q1: 7,322 shares; 2025Q2: 7,003 shares; 2025Q3: 6,348 shares 6,348 $399K 0.04% -655 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 4,757 shares; 2025Q1: 4,774 shares; 2025Q2: 4,790 shares; 2025Q3: 4,808 shares 4,808 $399K 0.04% +18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 901 shares; 2025Q3: 960 shares 960 $398K 0.04% +59 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 855 shares; 2025Q1: 951 shares; 2025Q2: 807 shares; 2025Q3: 827 shares 827 $397K 0.04% +20 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,042 shares 5,042 $396K 0.04% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,445 shares; 2025Q2: 1,839 shares; 2025Q3: 2,074 shares 2,074 $388K 0.04% +235 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,447 shares; 2025Q2: 12,384 shares; 2025Q3: 13,570 shares 13,570 $384K 0.04% +1,186 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,178 shares; 2024Q4: 6,437 shares; 2025Q1: 6,492 shares; 2025Q2: 7,237 shares; 2025Q3: 7,182 shares 7,182 $371K 0.03% -55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 758 shares; 2025Q1: 507 shares; 2025Q2: 423 shares; 2025Q3: 485 shares 485 $370K 0.03% +62 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 19,599 shares; 2025Q1: 19,188 shares; 2025Q2: 16,101 shares; 2025Q3: 13,323 shares 13,323 $364K 0.03% -2,778 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,575 shares 5,575 $362K 0.03% new Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 2,954 shares; 2025Q1: 2,977 shares; 2025Q2: 2,717 shares; 2025Q3: 2,691 shares 2,691 $360K 0.03% -26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 579 shares 579 $345K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,922 shares; 2025Q2: 13,206 shares; 2025Q3: 14,684 shares 14,684 $342K 0.03% +1,478 Timeline NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,740 shares; 2025Q2: not reported; 2025Q3: 5,981 shares 5,981 $340K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 639 shares; 2025Q1: 661 shares; 2025Q2: 671 shares; 2025Q3: 675 shares 675 $337K 0.03% +4 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,851 shares; 2024Q4: 8,790 shares; 2025Q1: 7,884 shares; 2025Q2: 6,232 shares; 2025Q3: 5,583 shares 5,583 $336K 0.03% -649 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 915 shares; 2025Q1: 931 shares; 2025Q2: 928 shares; 2025Q3: 836 shares 836 $336K 0.03% -92 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 2,715 shares 2,715 $336K 0.03% -7 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,123 shares; 2025Q1: 5,189 shares; 2025Q2: 5,315 shares; 2025Q3: 5,325 shares 5,325 $333K 0.03% +10 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 144 shares; 2025Q1: 152 shares; 2025Q2: 139 shares; 2025Q3: 142 shares 142 $332K 0.03% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,896 shares; 2025Q1: 1,813 shares; 2025Q2: 1,846 shares; 2025Q3: 1,796 shares 1,796 $330K 0.03% -50 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 1,030 shares; 2025Q1: 1,031 shares; 2025Q2: 1,100 shares; 2025Q3: 1,151 shares 1,151 $325K 0.03% +51 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,405 shares; 2025Q1: 1,394 shares; 2025Q2: 1,332 shares; 2025Q3: 1,309 shares 1,309 $323K 0.03% -23 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,116 shares; 2025Q1: 11,705 shares; 2025Q2: 11,832 shares; 2025Q3: 9,348 shares 9,348 $322K 0.03% -2,484 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 4,034 shares; 2025Q1: 3,687 shares; 2025Q2: 3,818 shares; 2025Q3: 2,367 shares 2,367 $317K 0.03% -1,451 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 2,645 shares; 2025Q1: 2,864 shares; 2025Q2: 2,331 shares; 2025Q3: 2,314 shares 2,314 $313K 0.03% -17 Timeline QGRO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,531 shares; 2024Q4: 11,527 shares; 2025Q1: 6,081 shares; 2025Q2: 3,021 shares; 2025Q3: 2,734 shares 2,734 $313K 0.03% -287 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,276 shares; 2025Q1: 3,319 shares; 2025Q2: 3,366 shares; 2025Q3: 3,269 shares 3,269 $311K 0.03% -97 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,030 shares; 2025Q1: 998 shares; 2025Q2: 1,025 shares; 2025Q3: 1,010 shares 1,010 $307K 0.03% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,612 shares; 2025Q3: 3,063 shares 3,063 $300K 0.03% +451 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,052 shares 1,052 $296K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,253 shares; 2025Q1: 1,760 shares; 2025Q2: 2,131 shares; 2025Q3: 857 shares 857 $296K 0.03% -1,274 Timeline MESOBLAST LTD F SP… MESOBLAST LTD F SPONSORE… More: the full row for MESOBLAST LTD F SPONSORED ADR 1 ADR REPS 10 ORD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,829 shares; 2025Q3: 18,279 shares 18,279 $294K 0.03% +450 NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,100 shares; 2025Q1: 25,855 shares; 2025Q2: 25,855 shares; 2025Q3: 25,855 shares 25,855 $292K 0.03% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 250 shares; 2025Q1: 246 shares; 2025Q2: 268 shares; 2025Q3: 250 shares 250 $292K 0.03% -18 AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,834 shares; 2025Q2: 13,094 shares; 2025Q3: 25,252 shares 25,252 $287K 0.03% +12,158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 7,996 shares; 2025Q1: 7,791 shares; 2025Q2: not reported; 2025Q3: 5,568 shares 5,568 $282K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,742 shares 1,742 $277K 0.03% +97 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,047 shares; 2025Q1: 955 shares; 2025Q2: 952 shares; 2025Q3: 922 shares 922 $271K 0.03% -30 Timeline JPEM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,759 shares; 2024Q4: 20,762 shares; 2025Q1: 15,664 shares; 2025Q2: 5,863 shares; 2025Q3: 4,585 shares 4,585 $270K 0.03% -1,278 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 349 shares; 2025Q3: 362 shares 362 $270K 0.03% +13 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 503 shares; 2025Q1: 447 shares; 2025Q2: 454 shares; 2025Q3: 456 shares 456 $259K 0.02% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 1,290 shares; 2025Q1: 1,276 shares; 2025Q2: 1,284 shares; 2025Q3: 1,251 shares 1,251 $255K 0.02% -33 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 11,078 shares; 2025Q1: 9,829 shares; 2025Q2: 10,759 shares; 2025Q3: 9,897 shares 9,897 $254K 0.02% -862 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,737 shares; 2025Q1: 3,369 shares; 2025Q2: 3,046 shares; 2025Q3: 2,771 shares 2,771 $251K 0.02% -275 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 625 shares; 2025Q1: 502 shares; 2025Q2: 529 shares; 2025Q3: 524 shares 524 $249K 0.02% -5 QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,029 shares; 2025Q1: 1,542 shares; 2025Q2: 1,413 shares; 2025Q3: 1,458 shares 1,458 $242K 0.02% +45 Timeline IVOO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,175 shares; 2025Q2: 2,183 shares; 2025Q3: 2,190 shares 2,190 $242K 0.02% +7 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,638 shares 1,638 $240K 0.02% new Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 7,825 shares; 2025Q1: 6,960 shares; 2025Q2: 6,996 shares; 2025Q3: 7,032 shares 7,032 $237K 0.02% +36 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,437 shares; 2025Q1: 2,437 shares; 2025Q2: 2,416 shares; 2025Q3: 2,404 shares 2,404 $235K 0.02% -12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,639 shares; 2025Q3: 1,624 shares 1,624 $235K 0.02% -15 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,784 shares; 2025Q3: 7,013 shares 7,013 $234K 0.02% +229 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 638 shares; 2025Q3: 632 shares 632 $234K 0.02% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,149 shares; 2025Q1: 1,078 shares; 2025Q2: 1,083 shares; 2025Q3: 1,081 shares 1,081 $228K 0.02% -2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,261 shares; 2024Q4: 6,332 shares; 2025Q1: 6,429 shares; 2025Q2: 2,769 shares; 2025Q3: 2,686 shares 2,686 $225K 0.02% -83 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 8,982 shares; 2025Q1: 8,786 shares; 2025Q2: 8,824 shares; 2025Q3: 8,557 shares 8,557 $220K 0.02% -267 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,737 shares 1,737 $219K 0.02% new Timeline JMBS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,763 shares; 2025Q1: 4,662 shares; 2025Q2: 4,721 shares; 2025Q3: 4,782 shares 4,782 $218K 0.02% +61 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,025 shares 4,025 $218K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,035 shares 5,035 $215K 0.02% new Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,457 shares; 2025Q2: 8,639 shares; 2025Q3: 8,753 shares 8,753 $210K 0.02% +114 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,138 shares; 2025Q2: 3,082 shares; 2025Q3: 2,077 shares 2,077 $208K 0.02% -1,005 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares 218 $208K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares 301 $206K 0.02% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,988 shares; 2024Q4: 313,005 shares; 2025Q1: 304,868 shares; 2025Q2: 234,229 shares; 2025Q3: 8,722 shares 8,722 $204K 0.02% -225,507 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,156 shares 1,156 $202K 0.02% new Timeline MASS 908 DEVICES INC More: the full row for 908 DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,099 shares; 2024Q4: 49,670 shares; 2025Q1: 45,738 shares; 2025Q2: 19,188 shares; 2025Q3: 19,188 shares 19,188 $168K 0.02% 0 Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,582 shares; 2024Q4: 12,582 shares; 2025Q1: 13,032 shares; 2025Q2: 15,508 shares; 2025Q3: 10,043 shares 10,043 $144K 0.01% -5,465 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,535 shares; 2025Q2: 19,300 shares; 2025Q3: 13,761 shares 13,761 $116K 0.01% -5,539 Timeline NRIX NURIX THERAPEUTICS INC More: the full row for NURIX THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,678 shares 11,678 $108K 0.01% new Timeline PGP PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,499 shares 12,499 $107K 0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,494 shares 13,494 $82.2K 0.01% new Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,101 shares 13,101 $68.4K 0.01% new Timeline AURA AURA BIOSCIENCES INC More: the full row for AURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,609 shares 10,609 $65.6K 0.01% new Timeline ZNTL ZENTALIS PHARMACEUTICALS INC More: the full row for ZENTALIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,558 shares; 2024Q4: 26,639 shares; 2025Q1: 45,513 shares; 2025Q2: 21,546 shares; 2025Q3: 28,192 shares 28,192 $42.6K <0.01% +6,646 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,083 shares; 2025Q3: 12,083 shares 12,083 $36.9K <0.01% 0 Timeline RMCO ROYALTY MGMT HLDG CORP More: the full row for ROYALTY MGMT HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,875 shares; 2024Q4: 11,875 shares; 2025Q1: 11,875 shares; 2025Q2: 11,875 shares; 2025Q3: 11,896 shares 11,896 $25.2K <0.01% +21 Timeline LUNG PULMONX CORP More: the full row for PULMONX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,455 shares 14,455 $23.4K <0.01% new Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,960 shares; 2024Q4: 16,410 shares; 2025Q1: 10,410 shares; 2025Q2: not reported; 2025Q3: 11,433 shares 11,433 $22.1K <0.01% new Timeline