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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315,295 shares; 2024Q4: 2,462,412 shares; 2025Q1: 2,483,580 shares; 2025Q2: 2,492,034 shares; 2025Q3: 2,578,796 shares 2,578,796 $230M 12.81% +86,762 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: 1,619,374 shares; 2024Q4: 4,874,788 shares; 2025Q1: 4,893,337 shares; 2025Q2: 4,883,682 shares; 2025Q3: 4,805,946 shares 4,805,946 $124M 6.89% -77,736 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: 2,296,845 shares; 2024Q4: 2,677,120 shares; 2025Q1: 2,671,642 shares; 2025Q2: 2,041,023 shares; 2025Q3: 1,649,266 shares 1,649,266 $108M 6% -391,757 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: 399,705 shares; 2024Q4: 427,958 shares; 2025Q1: 445,690 shares; 2025Q2: 473,269 shares; 2025Q3: 474,488 shares 474,488 $88.5M 4.94% +1,219 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: 129,563 shares; 2024Q4: 129,168 shares; 2025Q1: 128,458 shares; 2025Q2: 128,899 shares; 2025Q3: 129,176 shares 129,176 $86.5M 4.82% +277 Timeline IJR 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: 776,554 shares; 2024Q4: 770,789 shares; 2025Q1: 776,706 shares; 2025Q2: 675,782 shares; 2025Q3: 634,484 shares 634,484 $75.4M 4.21% -41,298 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: 238,579 shares; 2024Q4: 237,040 shares; 2025Q1: 231,388 shares; 2025Q2: 228,401 shares; 2025Q3: 303,453 shares 303,453 $73.4M 4.1% +75,052 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,924 shares; 2024Q4: 784,749 shares; 2025Q1: 784,421 shares; 2025Q2: 783,700 shares; 2025Q3: 783,700 shares 783,700 $65.5M 3.65% 0 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: 242,442 shares; 2024Q4: 240,256 shares; 2025Q1: 230,314 shares; 2025Q2: 227,672 shares; 2025Q3: 244,431 shares 244,431 $62.2M 3.47% +16,759 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 79 shares; 2025Q3: 79 shares 79 $59.6M 3.32% 0 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: 846,895 shares; 2024Q4: 777,672 shares; 2025Q1: 642,312 shares; 2025Q2: 629,911 shares; 2025Q3: 621,783 shares 621,783 $58.1M 3.24% -8,128 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185,379 shares; 2024Q4: 996,864 shares; 2025Q1: 956,895 shares; 2025Q2: 505,938 shares; 2025Q3: 376,574 shares 376,574 $52.2M 2.91% -129,364 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: 294,890 shares; 2024Q4: 289,989 shares; 2025Q1: 255,468 shares; 2025Q2: 243,664 shares; 2025Q3: 232,446 shares 232,446 $51M 2.85% -11,218 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: 96,586 shares; 2024Q4: 95,928 shares; 2025Q1: 95,383 shares; 2025Q2: 92,951 shares; 2025Q3: 99,393 shares 99,393 $46.6M 2.6% +6,442 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863,821 shares; 2024Q4: 847,176 shares; 2025Q1: 826,968 shares; 2025Q2: 788,483 shares; 2025Q3: 767,507 shares 767,507 $42.5M 2.37% -20,976 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357,761 shares; 2025Q3: 428,900 shares 428,900 $34.2M 1.91% +71,139 Timeline IWP 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: 227,576 shares; 2024Q4: 223,403 shares; 2025Q1: 217,406 shares; 2025Q2: 206,230 shares; 2025Q3: 200,795 shares 200,795 $28.6M 1.59% -5,435 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,146 shares; 2024Q4: 220,544 shares; 2025Q1: 215,258 shares; 2025Q2: 202,561 shares; 2025Q3: 201,195 shares 201,195 $27.7M 1.55% -1,366 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: 42,603 shares; 2024Q4: 57,795 shares; 2025Q1: 55,477 shares; 2025Q2: 51,461 shares; 2025Q3: 49,666 shares 49,666 $25M 1.39% -1,795 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: 22,044 shares; 2024Q4: 37,584 shares; 2025Q1: 37,467 shares; 2025Q2: 39,128 shares; 2025Q3: 42,196 shares 42,196 $21.9M 1.22% +3,068 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: 487,458 shares; 2024Q4: 466,261 shares; 2025Q1: 373,976 shares; 2025Q2: 364,214 shares; 2025Q3: 363,145 shares 363,145 $21.8M 1.21% -1,069 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: 23,643 shares; 2024Q4: 23,843 shares; 2025Q1: 24,158 shares; 2025Q2: 26,668 shares; 2025Q3: 26,499 shares 26,499 $17.7M 0.98% -169 Timeline EFV 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: 250,638 shares; 2024Q4: 254,015 shares; 2025Q1: 252,005 shares; 2025Q2: 247,203 shares; 2025Q3: 242,948 shares 242,948 $16.5M 0.92% -4,255 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: 51,019 shares; 2024Q4: 51,024 shares; 2025Q1: 51,071 shares; 2025Q2: 52,200 shares; 2025Q3: 51,943 shares 51,943 $15.2M 0.85% -257 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: 71,840 shares; 2024Q4: 71,820 shares; 2025Q1: 71,248 shares; 2025Q2: 62,182 shares; 2025Q3: 75,439 shares 75,439 $14.1M 0.79% +13,257 Timeline ESML 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: 344,542 shares; 2024Q4: 341,382 shares; 2025Q1: 351,963 shares; 2025Q2: 322,711 shares; 2025Q3: 302,109 shares 302,109 $13.6M 0.76% -20,602 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,424 shares; 2024Q4: 94,027 shares; 2025Q1: 112,931 shares; 2025Q2: 113,560 shares; 2025Q3: 100,811 shares 100,811 $13.3M 0.74% -12,749 Timeline FNDA 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: 340,212 shares; 2024Q4: 787,588 shares; 2025Q1: 846,162 shares; 2025Q2: 800,006 shares; 2025Q3: 427,205 shares 427,205 $13.3M 0.74% -372,801 Timeline EAGG 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: 188,920 shares; 2024Q4: 185,932 shares; 2025Q1: 219,617 shares; 2025Q2: 237,327 shares; 2025Q3: 245,983 shares 245,983 $11.8M 0.66% +8,656 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300,211 shares; 2024Q4: 555,152 shares; 2025Q1: 159,831 shares; 2025Q2: 154,016 shares; 2025Q3: 152,139 shares 152,139 $10.9M 0.61% -1,877 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,406 shares; 2024Q4: 278,002 shares; 2025Q1: 278,002 shares; 2025Q2: 372,895 shares; 2025Q3: 450,040 shares 450,040 $9.88M 0.55% +77,145 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: 29,246 shares; 2024Q4: 30,997 shares; 2025Q1: 31,698 shares; 2025Q2: 32,725 shares; 2025Q3: 35,953 shares 35,953 $8.76M 0.49% +3,228 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 2,861 shares; 2025Q1: 3,573 shares; 2025Q2: 29,557 shares; 2025Q3: 29,328 shares 29,328 $8.61M 0.48% -229 Timeline IWS 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: 81,912 shares; 2024Q4: 80,163 shares; 2025Q1: 74,197 shares; 2025Q2: 67,108 shares; 2025Q3: 60,628 shares 60,628 $8.47M 0.47% -6,480 Timeline PRFZ 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: 206,959 shares; 2024Q4: 201,257 shares; 2025Q1: 194,861 shares; 2025Q2: 192,735 shares; 2025Q3: 186,356 shares 186,356 $8.46M 0.47% -6,379 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: 21,977 shares; 2024Q4: 21,454 shares; 2025Q1: 20,720 shares; 2025Q2: 20,670 shares; 2025Q3: 20,592 shares 20,592 $8.29M 0.46% -78 Timeline SUSA 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: 61,920 shares; 2024Q4: 59,968 shares; 2025Q1: 59,733 shares; 2025Q2: 55,584 shares; 2025Q3: 56,635 shares 56,635 $7.68M 0.43% +1,051 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: 26,809 shares; 2024Q4: 27,591 shares; 2025Q1: 27,017 shares; 2025Q2: 30,437 shares; 2025Q3: 21,562 shares 21,562 $7.08M 0.39% -8,875 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,479 shares; 2024Q4: 13,494 shares; 2025Q1: 13,933 shares; 2025Q2: 25,456 shares; 2025Q3: 25,482 shares 25,482 $6.48M 0.36% +26 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: 20,801 shares; 2024Q4: 20,973 shares; 2025Q1: 20,582 shares; 2025Q2: 20,705 shares; 2025Q3: 20,399 shares 20,399 $6.43M 0.36% -306 Timeline DMXF 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: 53,741 shares; 2024Q4: 59,270 shares; 2025Q1: 73,051 shares; 2025Q2: 79,793 shares; 2025Q3: 79,697 shares 79,697 $6.04M 0.34% -96 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,910 shares; 2024Q4: 120,669 shares; 2025Q1: 119,922 shares; 2025Q2: 117,872 shares; 2025Q3: 118,072 shares 118,072 $5.95M 0.33% +200 Timeline ESGD 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: 67,169 shares; 2024Q4: 65,082 shares; 2025Q1: 62,306 shares; 2025Q2: 62,476 shares; 2025Q3: 62,493 shares 62,493 $5.81M 0.32% +17 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,625 shares; 2024Q4: 28,693 shares; 2025Q1: 28,625 shares; 2025Q2: 28,627 shares; 2025Q3: 28,945 shares 28,945 $4.49M 0.25% +318 Timeline SUSB 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: 73,344 shares; 2024Q4: 93,480 shares; 2025Q1: 145,273 shares; 2025Q2: 162,491 shares; 2025Q3: 172,093 shares 172,093 $4.36M 0.24% +9,602 Timeline USXF 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: 70,241 shares; 2024Q4: 77,739 shares; 2025Q1: 82,625 shares; 2025Q2: 78,611 shares; 2025Q3: 74,934 shares 74,934 $4.29M 0.24% -3,677 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: 15,679 shares; 2024Q4: 16,277 shares; 2025Q1: 14,797 shares; 2025Q2: 14,207 shares; 2025Q3: 17,411 shares 17,411 $4.23M 0.24% +3,204 Timeline IWB 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: 10,866 shares; 2024Q4: 10,867 shares; 2025Q1: 10,873 shares; 2025Q2: 10,743 shares; 2025Q3: 10,743 shares 10,743 $3.93M 0.22% 0 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: 5,085 shares; 2024Q4: 5,144 shares; 2025Q1: 5,396 shares; 2025Q2: 6,239 shares; 2025Q3: 6,377 shares 6,377 $3.9M 0.22% +138 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: 7,819 shares; 2024Q4: 7,535 shares; 2025Q1: 9,065 shares; 2025Q2: 9,461 shares; 2025Q3: 10,326 shares 10,326 $3.57M 0.2% +865 Timeline 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: 10,575 shares; 2024Q4: 10,830 shares; 2025Q1: 10,706 shares; 2025Q2: 10,195 shares; 2025Q3: 12,032 shares 12,032 $3.38M 0.19% +1,837 Timeline DSI 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: 37,834 shares; 2024Q4: 35,964 shares; 2025Q1: 34,213 shares; 2025Q2: 27,849 shares; 2025Q3: 26,269 shares 26,269 $3.31M 0.18% -1,580 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: 30,030 shares; 2024Q4: 29,937 shares; 2025Q1: 29,806 shares; 2025Q2: 43,601 shares; 2025Q3: 43,608 shares 43,608 $3.2M 0.18% +7 Timeline IWD 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: 14,210 shares; 2024Q4: 14,204 shares; 2025Q1: 14,847 shares; 2025Q2: 14,547 shares; 2025Q3: 14,486 shares 14,486 $2.95M 0.16% -61 Timeline AGG 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: 145,795 shares; 2024Q4: 50,273 shares; 2025Q1: 31,262 shares; 2025Q2: 29,707 shares; 2025Q3: 29,144 shares 29,144 $2.92M 0.16% -563 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: 3,203 shares; 2024Q4: 3,246 shares; 2025Q1: 3,290 shares; 2025Q2: 3,851 shares; 2025Q3: 3,810 shares 3,810 $2.91M 0.16% -41 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,890 shares; 2024Q4: 66,198 shares; 2025Q1: 64,101 shares; 2025Q2: 64,107 shares; 2025Q3: 59,969 shares 59,969 $2.9M 0.16% -4,138 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: 3,628 shares; 2024Q4: 3,718 shares; 2025Q1: 3,899 shares; 2025Q2: 3,676 shares; 2025Q3: 3,925 shares 3,925 $2.88M 0.16% +249 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: 7,639 shares; 2024Q4: 6,828 shares; 2025Q1: 6,456 shares; 2025Q2: 6,050 shares; 2025Q3: 6,080 shares 6,080 $2.7M 0.15% +30 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: 17,448 shares; 2024Q4: 17,353 shares; 2025Q1: 16,887 shares; 2025Q2: 16,519 shares; 2025Q3: 16,026 shares 16,026 $2.33M 0.13% -493 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: 3,776 shares; 2024Q4: 4,410 shares; 2025Q1: 4,547 shares; 2025Q2: 3,970 shares; 2025Q3: 3,883 shares 3,883 $2.33M 0.13% -87 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: 6,397 shares; 2024Q4: 6,017 shares; 2025Q1: 6,036 shares; 2025Q2: 6,871 shares; 2025Q3: 6,789 shares 6,789 $2.32M 0.13% -82 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 8,207 shares; 2025Q1: 8,662 shares; 2025Q2: 8,662 shares; 2025Q3: 8,300 shares 8,300 $2.32M 0.13% -362 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,657 shares; 2025Q1: 2,674 shares; 2025Q2: 2,423 shares; 2025Q3: 2,490 shares 2,490 $2.31M 0.13% +67 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 24,401 shares; 2025Q1: 24,907 shares; 2025Q2: 26,782 shares; 2025Q3: 25,514 shares 25,514 $2.17M 0.12% -1,268 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: 7,932 shares; 2024Q4: 8,091 shares; 2025Q1: 8,058 shares; 2025Q2: 7,988 shares; 2025Q3: 9,006 shares 9,006 $2.09M 0.12% +1,018 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: 17,331 shares; 2024Q4: 16,940 shares; 2025Q1: 17,649 shares; 2025Q2: 16,808 shares; 2025Q3: 18,134 shares 18,134 $2.04M 0.11% +1,326 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: 4,506 shares; 2024Q4: 4,445 shares; 2025Q1: 4,484 shares; 2025Q2: 4,761 shares; 2025Q3: 4,858 shares 4,858 $1.97M 0.11% +97 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: 13,788 shares; 2024Q4: 14,330 shares; 2025Q1: 14,195 shares; 2025Q2: 15,209 shares; 2025Q3: 14,383 shares 14,383 $1.93M 0.11% -826 Timeline EUSB 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: 19,743 shares; 2025Q1: 33,273 shares; 2025Q2: 38,982 shares; 2025Q3: 39,187 shares 39,187 $1.72M 0.1% +205 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,063 shares; 2024Q4: 44,298 shares; 2025Q1: 42,965 shares; 2025Q2: 42,965 shares; 2025Q3: 42,640 shares 42,640 $1.71M 0.1% -325 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,825 shares; 2024Q4: 20,835 shares; 2025Q1: 20,967 shares; 2025Q2: 21,276 shares; 2025Q3: 21,146 shares 21,146 $1.71M 0.1% -130 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: 12,219 shares; 2024Q4: 11,096 shares; 2025Q1: 10,706 shares; 2025Q2: 11,012 shares; 2025Q3: 11,046 shares 11,046 $1.7M 0.09% +34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 4,327 shares; 2025Q1: 4,341 shares; 2025Q2: 4,967 shares; 2025Q3: 4,968 shares 4,968 $1.65M 0.09% +1 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,335 shares; 2024Q4: 115,435 shares; 2025Q1: 115,335 shares; 2025Q2: 115,335 shares; 2025Q3: 115,335 shares 115,335 $1.6M 0.09% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,434 shares; 2024Q4: 16,616 shares; 2025Q1: 16,887 shares; 2025Q2: 33,933 shares; 2025Q3: 31,857 shares 31,857 $1.56M 0.09% -2,076 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,184 shares; 2025Q1: 4,222 shares; 2025Q2: 4,222 shares; 2025Q3: 4,194 shares 4,194 $1.5M 0.08% -28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 45,704 shares; 2025Q1: 45,705 shares; 2025Q2: 45,706 shares; 2025Q3: 45,707 shares 45,707 $1.46M 0.08% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 2,443 shares 2,443 $1.46M 0.08% +877 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: 8,834 shares; 2024Q4: 8,834 shares; 2025Q1: 8,891 shares; 2025Q2: 11,364 shares; 2025Q3: 11,748 shares 11,748 $1.45M 0.08% +384 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: 7,901 shares; 2024Q4: 8,199 shares; 2025Q1: 8,514 shares; 2025Q2: 8,490 shares; 2025Q3: 7,806 shares 7,806 $1.45M 0.08% -684 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: 21,942 shares; 2024Q4: 17,458 shares; 2025Q1: 14,607 shares; 2025Q2: 17,662 shares; 2025Q3: 17,053 shares 17,053 $1.43M 0.08% -609 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: 15,518 shares; 2024Q4: 14,891 shares; 2025Q1: 14,366 shares; 2025Q2: 24,450 shares; 2025Q3: 13,466 shares 13,466 $1.39M 0.08% -10,984 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,176 shares; 2025Q1: 2,146 shares; 2025Q2: 2,862 shares; 2025Q3: 3,907 shares 3,907 $1.37M 0.08% +1,045 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,115 shares; 2024Q4: 29,115 shares; 2025Q1: 29,115 shares; 2025Q2: 29,115 shares; 2025Q3: 27,115 shares 27,115 $1.34M 0.07% -2,000 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 6,948 shares; 2025Q1: 7,173 shares; 2025Q2: 6,548 shares; 2025Q3: 4,444 shares 4,444 $1.34M 0.07% -2,104 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: 10,642 shares; 2024Q4: 9,298 shares; 2025Q1: 9,358 shares; 2025Q2: 9,521 shares; 2025Q3: 9,268 shares 9,268 $1.3M 0.07% -253 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: 24,321 shares; 2024Q4: 23,783 shares; 2025Q1: 23,919 shares; 2025Q2: 24,985 shares; 2025Q3: 25,193 shares 25,193 $1.3M 0.07% +208 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: 5,569 shares; 2024Q4: 5,582 shares; 2025Q1: 5,540 shares; 2025Q2: 5,521 shares; 2025Q3: 5,209 shares 5,209 $1.28M 0.07% -312 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: 3,824 shares; 2024Q4: 3,867 shares; 2025Q1: 3,987 shares; 2025Q2: 4,114 shares; 2025Q3: 4,124 shares 4,124 $1.25M 0.07% +10 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: 2,329 shares; 2024Q4: 2,599 shares; 2025Q1: 2,512 shares; 2025Q2: 2,660 shares; 2025Q3: 3,666 shares 3,666 $1.21M 0.07% +1,006 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL 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: 10,921 shares; 2025Q2: 9,939 shares; 2025Q3: 9,939 shares 9,939 $1.18M 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 5,129 shares; 2025Q1: 5,402 shares; 2025Q2: 5,153 shares; 2025Q3: 5,440 shares 5,440 $1.17M 0.07% +287 Timeline DVY 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: 2,288 shares; 2024Q4: 3,141 shares; 2025Q1: 8,560 shares; 2025Q2: 8,595 shares; 2025Q3: 8,175 shares 8,175 $1.16M 0.06% -420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,534 shares 22,534 $1.13M 0.06% new Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,162 shares; 2024Q4: 13,348 shares; 2025Q1: 13,609 shares; 2025Q2: 13,605 shares; 2025Q3: 13,162 shares 13,162 $1.07M 0.06% -443 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 24,500 shares 24,500 $1.05M 0.06% 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: 946 shares; 2024Q4: 859 shares; 2025Q1: 853 shares; 2025Q2: 851 shares; 2025Q3: 872 shares 872 $1.05M 0.06% +21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 14,015 shares; 2025Q1: 14,215 shares; 2025Q2: 14,648 shares; 2025Q3: 15,199 shares 15,199 $1.01M 0.06% +551 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,180 shares; 2025Q3: 7,340 shares 7,340 $983K 0.05% +5,160 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: 689 shares; 2024Q4: 700 shares; 2025Q1: 718 shares; 2025Q2: 1,585 shares; 2025Q3: 1,644 shares 1,644 $935K 0.05% +59 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 7,555 shares; 2025Q1: 7,466 shares; 2025Q2: 7,938 shares; 2025Q3: 8,074 shares 8,074 $924K 0.05% +136 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 6,421 shares; 2025Q1: 6,355 shares; 2025Q2: 6,355 shares; 2025Q3: 6,210 shares 6,210 $923K 0.05% -145 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: 11,434 shares; 2024Q4: 11,476 shares; 2025Q1: 11,963 shares; 2025Q2: 11,481 shares; 2025Q3: 9,648 shares 9,648 $919K 0.05% -1,833 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,414 shares; 2025Q1: 2,634 shares; 2025Q2: 4,099 shares; 2025Q3: 3,213 shares 3,213 $880K 0.05% -886 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: 5,380 shares; 2024Q4: 5,284 shares; 2025Q1: 5,288 shares; 2025Q2: 5,181 shares; 2025Q3: 5,629 shares 5,629 $874K 0.05% +448 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: 2,326 shares; 2024Q4: 2,286 shares; 2025Q1: 2,288 shares; 2025Q2: 1,717 shares; 2025Q3: 1,797 shares 1,797 $857K 0.05% +80 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 7,927 shares; 2025Q1: 7,921 shares; 2025Q2: 7,909 shares; 2025Q3: 8,177 shares 8,177 $852K 0.05% +268 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,799 shares; 2025Q2: 3,799 shares; 2025Q3: 3,571 shares 3,571 $851K 0.05% -228 Timeline IWO 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: 2,616 shares; 2024Q4: 2,616 shares; 2025Q1: 2,606 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares 2,608 $835K 0.05% 0 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: 11,834 shares; 2024Q4: 11,769 shares; 2025Q1: 10,811 shares; 2025Q2: 9,839 shares; 2025Q3: 9,858 shares 9,858 $827K 0.05% +19 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: 3,899 shares; 2024Q4: 2,797 shares; 2025Q1: 2,862 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares 2,855 $805K 0.04% 0 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: 5,431 shares; 2024Q4: 4,902 shares; 2025Q1: 4,833 shares; 2025Q2: 4,543 shares; 2025Q3: 4,869 shares 4,869 $790K 0.04% +326 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,308 shares; 2024Q4: 8,412 shares; 2025Q1: 9,099 shares; 2025Q2: 8,198 shares; 2025Q3: 8,761 shares 8,761 $786K 0.04% +563 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares 1,788 $779K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 2,980 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 3,068 shares 3,068 $754K 0.04% +82 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: 7,629 shares; 2024Q4: 7,471 shares; 2025Q1: 7,667 shares; 2025Q2: 7,471 shares; 2025Q3: 7,006 shares 7,006 $746K 0.04% -465 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 4,005 shares; 2025Q1: 3,569 shares; 2025Q2: 3,576 shares; 2025Q3: 2,617 shares 2,617 $738K 0.04% -959 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: 1,644 shares; 2024Q4: 1,501 shares; 2025Q1: 1,556 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares 1,503 $721K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,875 shares; 2025Q2: 1,861 shares; 2025Q3: 1,157 shares 1,157 $711K 0.04% -704 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 7,432 shares 7,432 $710K 0.04% +205 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 5,390 shares; 2025Q3: 4,975 shares 4,975 $697K 0.04% -415 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,824 shares; 2025Q1: 18,578 shares; 2025Q2: 40,756 shares; 2025Q3: 50,898 shares 50,898 $678K 0.04% +10,142 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,768 shares; 2024Q4: 14,754 shares; 2025Q1: 14,757 shares; 2025Q2: 14,760 shares; 2025Q3: 14,763 shares 14,763 $666K 0.04% +3 Timeline HYG 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: 8,150 shares; 2024Q4: 8,150 shares; 2025Q1: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares 8,150 $662K 0.04% 0 Timeline SLYV 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: 8,476 shares; 2024Q4: 8,001 shares; 2025Q1: 7,935 shares; 2025Q2: 7,435 shares; 2025Q3: 7,376 shares 7,376 $654K 0.04% -59 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: 4,758 shares; 2024Q4: 2,730 shares; 2025Q1: 2,747 shares; 2025Q2: 2,748 shares; 2025Q3: 3,168 shares 3,168 $649K 0.04% +420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 8,998 shares; 2025Q1: 9,010 shares; 2025Q2: 8,546 shares; 2025Q3: 9,466 shares 9,466 $648K 0.04% +920 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: 2,123 shares; 2024Q4: 2,127 shares; 2025Q1: 2,164 shares; 2025Q2: 2,163 shares; 2025Q3: 2,280 shares 2,280 $643K 0.04% +117 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 19,278 shares 19,278 $637K 0.04% new 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: 2,003 shares; 2024Q4: 2,024 shares; 2025Q1: 2,148 shares; 2025Q2: 2,137 shares; 2025Q3: 2,240 shares 2,240 $626K 0.03% +103 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 8,615 shares; 2025Q1: 8,615 shares; 2025Q2: 8,615 shares; 2025Q3: 8,360 shares 8,360 $610K 0.03% -255 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,961 shares; 2024Q4: 15,961 shares; 2025Q1: 15,961 shares; 2025Q2: 15,961 shares; 2025Q3: 2,913 shares 2,913 $610K 0.03% -13,048 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,660 shares; 2025Q3: 6,586 shares 6,586 $604K 0.03% +2,926 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 958 shares; 2025Q1: 925 shares; 2025Q2: 918 shares; 2025Q3: 1,218 shares 1,218 $591K 0.03% +300 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 1,549 shares 1,549 $580K 0.03% +328 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,646 shares; 2025Q2: 5,646 shares; 2025Q3: 5,646 shares 5,646 $571K 0.03% 0 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: 8,964 shares; 2024Q4: 8,666 shares; 2025Q1: 8,710 shares; 2025Q2: 8,361 shares; 2025Q3: 8,593 shares 8,593 $568K 0.03% +232 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: 2,923 shares; 2025Q1: 2,854 shares; 2025Q2: 2,969 shares; 2025Q3: 3,085 shares 3,085 $563K 0.03% +116 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: 4,734 shares; 2024Q4: 4,686 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 4,638 shares 4,638 $560K 0.03% 0 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: 6,264 shares; 2024Q4: 6,264 shares; 2025Q1: 6,861 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares 6,410 $560K 0.03% 0 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: 2,011 shares; 2024Q4: 2,009 shares; 2025Q1: 2,292 shares; 2025Q2: 2,993 shares; 2025Q3: 2,549 shares 2,549 $537K 0.03% -444 Timeline SOXX 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: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,016 shares; 2025Q2: 2,017 shares; 2025Q3: 1,977 shares 1,977 $536K 0.03% -40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 6,919 shares; 2025Q2: 6,830 shares; 2025Q3: 6,830 shares 6,830 $535K 0.03% 0 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: 2,995 shares; 2024Q4: 3,023 shares; 2025Q1: 3,044 shares; 2025Q2: 4,118 shares; 2025Q3: 3,652 shares 3,652 $534K 0.03% -466 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,424 shares; 2024Q4: 46,429 shares; 2025Q1: 46,429 shares; 2025Q2: 46,429 shares; 2025Q3: 42,929 shares 42,929 $524K 0.03% -3,500 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: 2,996 shares; 2024Q4: 2,893 shares; 2025Q1: 2,793 shares; 2025Q2: 2,742 shares; 2025Q3: 2,980 shares 2,980 $499K 0.03% +238 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,832 shares; 2025Q1: 2,882 shares; 2025Q2: 2,810 shares; 2025Q3: 2,786 shares 2,786 $498K 0.03% -24 Timeline FNDF 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: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,364 shares 11,364 $488K 0.03% +214 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 19,093 shares; 2025Q1: 19,698 shares; 2025Q2: 20,445 shares; 2025Q3: 19,111 shares 19,111 $487K 0.03% -1,334 Timeline IYW 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: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares 2,424 $475K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,040 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,060 shares 1,060 $474K 0.03% +21 Timeline FDIQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 8,395 shares; 2025Q2: 7,492 shares; 2025Q3: 7,492 shares 7,492 $455K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,375 shares; 2025Q1: 2,394 shares; 2025Q2: 2,398 shares; 2025Q3: 2,851 shares 2,851 $453K 0.03% +453 Timeline FPX 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: 2,649 shares; 2024Q4: 2,649 shares; 2025Q1: 2,649 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares 2,649 $440K 0.02% 0 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: 7,339 shares; 2024Q4: 7,339 shares; 2025Q1: 7,891 shares; 2025Q2: 7,577 shares; 2025Q3: 7,698 shares 7,698 $440K 0.02% +121 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: 8,180 shares; 2024Q4: 9,825 shares; 2025Q1: 9,636 shares; 2025Q2: 9,623 shares; 2025Q3: 9,757 shares 9,757 $436K 0.02% +134 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares 23,000 $435K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 13,541 shares; 2025Q1: 13,241 shares; 2025Q2: 13,231 shares; 2025Q3: 12,909 shares 12,909 $433K 0.02% -322 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,020 shares; 2025Q1: 3,033 shares; 2025Q2: 3,047 shares; 2025Q3: 3,049 shares 3,049 $413K 0.02% +2 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,030 shares; 2025Q1: 2,107 shares; 2025Q2: 2,065 shares; 2025Q3: 2,000 shares 2,000 $411K 0.02% -65 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,719 shares; 2025Q3: 20,719 shares 20,719 $410K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,106 shares; 2025Q1: 3,111 shares; 2025Q2: 2,856 shares; 2025Q3: 3,106 shares 3,106 $407K 0.02% +250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,581 shares; 2025Q3: 5,581 shares 5,581 $406K 0.02% +1,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,116 shares; 2025Q2: 1,768 shares; 2025Q3: 1,943 shares 1,943 $406K 0.02% +175 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT 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: 20,000 shares; 2025Q3: 20,000 shares 20,000 $405K 0.02% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 16,628 shares; 2025Q1: 16,628 shares; 2025Q2: 31,628 shares; 2025Q3: 31,628 shares 31,628 $404K 0.02% 0 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: 2,796 shares; 2025Q1: 2,796 shares; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares 2,832 $401K 0.02% 0 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: not reported; 2025Q2: 1,946 shares; 2025Q3: 3,070 shares 3,070 $394K 0.02% +1,124 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,750 shares; 2025Q1: 4,930 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares 4,395 $392K 0.02% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $391K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,679 shares 2,679 $387K 0.02% +265 Timeline AAXJ 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: 6,379 shares; 2024Q4: 6,034 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,214 shares 4,214 $384K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,557 shares; 2025Q1: 2,637 shares; 2025Q2: not reported; 2025Q3: 2,375 shares 2,375 $384K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares 1,943 $381K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,237 shares; 2025Q1: 1,136 shares; 2025Q2: 953 shares; 2025Q3: 1,133 shares 1,133 $366K 0.02% +180 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: 7,937 shares; 2024Q4: 15,925 shares; 2025Q1: 17,771 shares; 2025Q2: 14,725 shares; 2025Q3: 15,581 shares 15,581 $363K 0.02% +856 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 6,379 shares; 2025Q1: 6,644 shares; 2025Q2: 6,379 shares; 2025Q3: 6,704 shares 6,704 $361K 0.02% +325 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,267 shares; 2025Q1: 4,310 shares; 2025Q2: 4,324 shares; 2025Q3: 4,351 shares 4,351 $357K 0.02% +27 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 4,249 shares; 2025Q1: 4,664 shares; 2025Q2: 5,093 shares; 2025Q3: 4,326 shares 4,326 $354K 0.02% -767 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,759 shares; 2025Q1: 1,863 shares; 2025Q2: 3,738 shares; 2025Q3: 2,708 shares 2,708 $349K 0.02% -1,030 Timeline IJK 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: 3,135 shares; 2024Q4: 3,150 shares; 2025Q1: 4,082 shares; 2025Q2: 3,854 shares; 2025Q3: 3,606 shares 3,606 $346K 0.02% -248 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: 690 shares; 2024Q4: 1,697 shares; 2025Q1: 1,691 shares; 2025Q2: 1,386 shares; 2025Q3: 1,683 shares 1,683 $343K 0.02% +297 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: 3,764 shares; 2024Q4: 3,762 shares; 2025Q1: 3,705 shares; 2025Q2: 4,105 shares; 2025Q3: 4,518 shares 4,518 $341K 0.02% +413 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 746 shares 746 $341K 0.02% -413 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: 5,315 shares; 2024Q4: not reported; 2025Q1: 4,507 shares; 2025Q2: 5,486 shares; 2025Q3: 6,237 shares 6,237 $338K 0.02% +751 Timeline ITA 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: not reported; 2025Q2: not reported; 2025Q3: 1,575 shares 1,575 $330K 0.02% new 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: 11,230 shares; 2024Q4: 11,206 shares; 2025Q1: 11,333 shares; 2025Q2: 12,093 shares; 2025Q3: 11,628 shares 11,628 $328K 0.02% -465 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 5,727 shares; 2025Q1: 6,192 shares; 2025Q2: 6,998 shares; 2025Q3: 5,891 shares 5,891 $328K 0.02% -1,107 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 1,497 shares 1,497 $320K 0.02% -665 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: not reported; 2024Q4: 396 shares; 2025Q1: 400 shares; 2025Q2: 403 shares; 2025Q3: 400 shares 400 $319K 0.02% -3 Timeline SHV 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: 2,781 shares; 2024Q4: 2,774 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,871 shares 2,871 $317K 0.02% +59 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares 1,053 $316K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares 1,043 $313K 0.02% 0 Timeline IYJ 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: not reported; 2025Q2: not reported; 2025Q3: 2,124 shares 2,124 $310K 0.02% new Timeline IAI 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: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares 1,750 $310K 0.02% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,289 shares; 2024Q4: 25,474 shares; 2025Q1: 25,474 shares; 2025Q2: 10,624 shares; 2025Q3: 8,815 shares 8,815 $306K 0.02% -1,809 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,349 shares; 2025Q1: 3,346 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares 3,346 $304K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,965 shares 3,965 $303K 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,228 shares; 2025Q1: 1,203 shares; 2025Q2: 1,296 shares; 2025Q3: 1,271 shares 1,271 $301K 0.02% -25 Timeline IGV 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: not reported; 2025Q2: not reported; 2025Q3: 2,568 shares 2,568 $295K 0.02% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 4,377 shares; 2025Q3: 4,377 shares 4,377 $295K 0.02% 0 Timeline OEF 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: not reported; 2025Q2: not reported; 2025Q3: 880 shares 880 $293K 0.02% new Timeline IYC 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: not reported; 2025Q2: not reported; 2025Q3: 2,788 shares 2,788 $292K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares 628 $291K 0.02% 0 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: 988 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares 982 $289K 0.02% 0 Timeline SCHK 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: 4,361 shares; 2024Q4: 8,726 shares; 2025Q1: 8,731 shares; 2025Q2: 8,735 shares; 2025Q3: 8,740 shares 8,740 $281K 0.02% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares 1,117 $281K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 821 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 992 shares 992 $280K 0.02% +99 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 598 shares; 2025Q1: 610 shares; 2025Q2: 598 shares; 2025Q3: 598 shares 598 $280K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares 568 $279K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 10,536 shares; 2025Q1: 10,543 shares; 2025Q2: 10,550 shares; 2025Q3: 10,557 shares 10,557 $278K 0.02% +7 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 5,923 shares; 2025Q1: 3,544 shares; 2025Q2: 3,545 shares; 2025Q3: 3,546 shares 3,546 $277K 0.02% +1 Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: 11,750 shares; 2025Q1: 11,750 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares 11,750 $277K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: 560 shares 560 $275K 0.02% +124 Timeline MTUM 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: 987 shares; 2024Q4: 987 shares; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: 1,053 shares 1,053 $270K 0.02% +66 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,732 shares; 2024Q4: 54,732 shares; 2025Q1: 54,737 shares; 2025Q2: 44,737 shares; 2025Q3: 44,737 shares 44,737 $269K 0.02% 0 Timeline IJJ 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: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,069 shares 2,069 $268K 0.01% -98 Timeline 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: 2,384 shares; 2024Q4: 2,321 shares; 2025Q1: 2,458 shares; 2025Q2: not reported; 2025Q3: 1,598 shares 1,598 $266K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 8,333 shares; 2025Q1: 5,284 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares 5,284 $265K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 865 shares; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $262K 0.01% 0 Timeline BLK 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: not reported; 2024Q4: 212 shares; 2025Q1: 227 shares; 2025Q2: not reported; 2025Q3: 224 shares 224 $261K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,147 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,847 shares 1,847 $260K 0.01% -70 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,236 shares; 2024Q4: 5,236 shares; 2025Q1: 5,236 shares; 2025Q2: 5,236 shares; 2025Q3: 4,461 shares 4,461 $260K 0.01% -775 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,504 shares; 2025Q3: 2,505 shares 2,505 $258K 0.01% +1 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE 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: not reported; 2025Q3: 6,945 shares 6,945 $257K 0.01% new Timeline IAK 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: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares 1,910 $256K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 843 shares; 2025Q1: 882 shares; 2025Q2: 955 shares; 2025Q3: 732 shares 732 $256K 0.01% -223 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,691 shares; 2025Q1: 3,723 shares; 2025Q2: 4,000 shares; 2025Q3: 3,792 shares 3,792 $256K 0.01% -208 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: 3,557 shares; 2024Q4: 3,524 shares; 2025Q1: 3,524 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares 3,524 $255K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: not reported; 2025Q2: 3,787 shares; 2025Q3: 2,583 shares 2,583 $255K 0.01% -1,204 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,591 shares; 2025Q1: 1,506 shares; 2025Q2: 1,295 shares; 2025Q3: 1,165 shares 1,165 $252K 0.01% -130 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 928 shares; 2025Q2: not reported; 2025Q3: 675 shares 675 $240K 0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 13,492 shares; 2025Q1: 13,818 shares; 2025Q2: 11,730 shares; 2025Q3: 9,672 shares 9,672 $239K 0.01% -2,058 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 55 shares 55 $236K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 1,830 shares; 2025Q1: 1,832 shares; 2025Q2: 1,834 shares; 2025Q3: 1,836 shares 1,836 $228K 0.01% +2 Timeline JVAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $228K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares 1,022 $226K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,755 shares; 2024Q4: 10,955 shares; 2025Q1: 10,955 shares; 2025Q2: 10,955 shares; 2025Q3: 10,955 shares 10,955 $224K 0.01% 0 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: not reported; 2025Q1: 5,737 shares; 2025Q2: not reported; 2025Q3: 5,073 shares 5,073 $223K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN 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: 2,326 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares 2,326 $220K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,372 shares; 2025Q1: 4,292 shares; 2025Q2: 3,281 shares; 2025Q3: 3,281 shares 3,281 $220K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,947 shares; 2025Q1: 4,094 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares 4,192 $219K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE 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: 1,282 shares 1,282 $219K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares 1,143 $217K 0.01% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares 2,830 $215K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & 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: not reported; 2025Q2: not reported; 2025Q3: 466 shares 466 $213K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares 1,107 $210K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,587 shares 4,587 $209K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,504 shares; 2025Q1: 3,835 shares; 2025Q2: 3,335 shares; 2025Q3: 1,884 shares 1,884 $205K 0.01% -1,451 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 888 shares; 2025Q3: 868 shares 868 $205K 0.01% -20 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,442 shares 2,442 $205K 0.01% new 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: 2,051 shares; 2024Q4: 2,076 shares; 2025Q1: 2,158 shares; 2025Q2: not reported; 2025Q3: 2,159 shares 2,159 $204K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,676 shares 1,676 $202K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038 shares 1,038 $202K 0.01% new Timeline RPG 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: 5,150 shares; 2024Q4: 4,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,214 shares 4,214 $201K 0.01% new Timeline IDV 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: not reported; 2025Q2: not reported; 2025Q3: 5,491 shares 5,491 $201K 0.01% new Timeline CPHC CANTERBURY PK HLDG CORP More: the full row for CANTERBURY PK HLDG 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: 10,782 shares; 2025Q3: 10,782 shares 10,782 $174K 0.01% 0 Timeline SOWG SOW GOOD INC More: the full row for SOW GOOD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,373 shares; 2024Q4: 251,373 shares; 2025Q1: 251,373 shares; 2025Q2: 208,209 shares; 2025Q3: 208,209 shares 208,209 $157K 0.01% 0 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: not reported; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares 15,600 $67.4K <0.01% 0 Timeline FOCL EDAP TMS S A More: the full row for EDAP TMS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,431 shares; 2024Q4: 21,431 shares; 2025Q1: 21,431 shares; 2025Q2: 21,431 shares; 2025Q3: 21,431 shares 21,431 $49.1K <0.01% 0 Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 15,721 shares; 2025Q1: 15,721 shares; 2025Q2: 15,721 shares; 2025Q3: 15,721 shares 15,721 $47.2K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares 26 $24.8K <0.01% new Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 33 shares 33 $1.59K <0.01% new Timeline