PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,757 shares; 2024Q4: 346,329 shares; 2025Q1: 511,611 shares; 2025Q2: 987,572 shares; 2025Q3: 1,420,552 shares 1,420,552 $60.7M 11.34% +432,980 Timeline JFLX 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: not reported; 2025Q3: 602,649 shares 602,649 $30.3M 5.65% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,027 shares; 2025Q1: 3,013 shares; 2025Q2: 3,011 shares; 2025Q3: 2,992 shares 2,992 $24M 4.49% -19 Timeline DGRO 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: 304,259 shares; 2024Q4: 309,010 shares; 2025Q1: 310,713 shares; 2025Q2: 309,976 shares; 2025Q3: 310,868 shares 310,868 $21.2M 3.95% +892 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,638 shares; 2024Q4: 65,789 shares; 2025Q1: 65,637 shares; 2025Q2: 65,641 shares; 2025Q3: 65,637 shares 65,637 $20.9M 3.9% -4 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: 160,541 shares; 2024Q4: 624,047 shares; 2025Q1: 626,746 shares; 2025Q2: 642,509 shares; 2025Q3: 646,788 shares 646,788 $20.6M 3.86% +4,279 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: 79,186 shares; 2024Q4: 78,009 shares; 2025Q1: 78,247 shares; 2025Q2: 78,823 shares; 2025Q3: 77,930 shares 77,930 $19.8M 3.71% -893 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: 128,384 shares; 2024Q4: 131,472 shares; 2025Q1: 127,626 shares; 2025Q2: 127,122 shares; 2025Q3: 126,404 shares 126,404 $14.3M 2.66% -718 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: 29,617 shares; 2024Q4: 26,647 shares; 2025Q1: 24,484 shares; 2025Q2: 25,495 shares; 2025Q3: 25,656 shares 25,656 $12.9M 2.41% +161 Timeline IMCG 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: 22,984 shares; 2024Q4: 58,120 shares; 2025Q1: 93,276 shares; 2025Q2: 128,055 shares; 2025Q3: 149,820 shares 149,820 $12.4M 2.32% +21,765 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: 21,440 shares; 2024Q4: 20,485 shares; 2025Q1: 22,002 shares; 2025Q2: 23,207 shares; 2025Q3: 23,368 shares 23,368 $12.1M 2.26% +161 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,834 shares; 2024Q4: 68,746 shares; 2025Q1: 105,484 shares; 2025Q2: 99,042 shares; 2025Q3: 101,492 shares 101,492 $10.1M 1.89% +2,450 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: 13,300 shares; 2024Q4: 16,855 shares; 2025Q1: 19,158 shares; 2025Q2: 43,623 shares; 2025Q3: 47,203 shares 47,203 $8.95M 1.67% +3,580 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 16,718 shares 16,718 $8.25M 1.54% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,850 shares; 2024Q4: 70,012 shares; 2025Q1: 71,147 shares; 2025Q2: 70,415 shares; 2025Q3: 70,428 shares 70,428 $7.4M 1.38% +13 Timeline JGRO 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: 2,883 shares; 2025Q1: not reported; 2025Q2: 11,869 shares; 2025Q3: 69,110 shares 69,110 $6.48M 1.21% +57,241 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,283 shares; 2025Q2: 176,833 shares; 2025Q3: 253,500 shares 253,500 $6.44M 1.2% +76,667 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: 7,164 shares; 2024Q4: 7,444 shares; 2025Q1: 7,520 shares; 2025Q2: 7,625 shares; 2025Q3: 9,361 shares 9,361 $6.24M 1.17% +1,736 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: 7,830 shares; 2024Q4: 7,896 shares; 2025Q1: 7,890 shares; 2025Q2: 8,059 shares; 2025Q3: 8,067 shares 8,067 $6.16M 1.15% +8 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: 48,395 shares; 2024Q4: 56,607 shares; 2025Q1: 71,369 shares; 2025Q2: 70,399 shares; 2025Q3: 73,789 shares 73,789 $4.82M 0.9% +3,390 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 27,817 shares; 2025Q2: 82,842 shares; 2025Q3: 121,548 shares 121,548 $4.4M 0.82% +38,706 Timeline KMID VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II 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: 70,183 shares; 2025Q3: 158,500 shares 158,500 $3.91M 0.73% +88,317 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: 16,210 shares; 2024Q4: 14,556 shares; 2025Q1: 15,839 shares; 2025Q2: 15,856 shares; 2025Q3: 15,663 shares 15,663 $3.81M 0.71% -193 Timeline VTWG 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: 14,795 shares; 2024Q4: 15,591 shares; 2025Q1: 15,160 shares; 2025Q2: 15,713 shares; 2025Q3: 16,197 shares 16,197 $3.79M 0.71% +484 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 73,577 shares; 2025Q3: 132,054 shares 132,054 $3.72M 0.69% +58,477 Timeline IYR 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: 36,646 shares; 2024Q4: 36,377 shares; 2025Q1: 35,947 shares; 2025Q2: 35,446 shares; 2025Q3: 35,148 shares 35,148 $3.41M 0.64% -298 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: 15,116 shares; 2024Q4: 12,557 shares; 2025Q1: 12,213 shares; 2025Q2: 12,050 shares; 2025Q3: 12,002 shares 12,002 $3.39M 0.63% -48 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: 9,947 shares; 2024Q4: 10,006 shares; 2025Q1: 10,070 shares; 2025Q2: 10,278 shares; 2025Q3: 10,187 shares 10,187 $3.36M 0.63% -91 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: 13,177 shares; 2024Q4: 12,572 shares; 2025Q1: 13,585 shares; 2025Q2: 13,542 shares; 2025Q3: 13,300 shares 13,300 $3.23M 0.6% -242 Timeline IAGG 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: 66,916 shares; 2024Q4: 67,242 shares; 2025Q1: 66,901 shares; 2025Q2: 63,417 shares; 2025Q3: 62,413 shares 62,413 $3.2M 0.6% -1,004 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: 8,573 shares; 2024Q4: 8,340 shares; 2025Q1: 9,783 shares; 2025Q2: 9,914 shares; 2025Q3: 9,938 shares 9,938 $3.13M 0.59% +24 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: 3,414 shares; 2024Q4: 3,375 shares; 2025Q1: 3,977 shares; 2025Q2: 5,168 shares; 2025Q3: 6,301 shares 6,301 $3.01M 0.56% +1,133 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: 15,589 shares; 2024Q4: 14,368 shares; 2025Q1: 13,416 shares; 2025Q2: 13,521 shares; 2025Q3: 13,660 shares 13,660 $3M 0.56% +139 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,060 shares; 2024Q4: 210,464 shares; 2025Q1: 184,593 shares; 2025Q2: 104,919 shares; 2025Q3: 63,610 shares 63,610 $2.94M 0.55% -41,309 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: 3,936 shares; 2024Q4: 5,477 shares; 2025Q1: 5,868 shares; 2025Q2: 6,013 shares; 2025Q3: 6,125 shares 6,125 $2.87M 0.54% +112 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: 3,243 shares; 2024Q4: 3,511 shares; 2025Q1: 2,919 shares; 2025Q2: 3,895 shares; 2025Q3: 4,128 shares 4,128 $2.76M 0.52% +233 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: 3,966 shares; 2024Q4: 4,328 shares; 2025Q1: 3,888 shares; 2025Q2: 4,370 shares; 2025Q3: 5,510 shares 5,510 $2.64M 0.49% +1,140 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,021 shares; 2024Q4: 11,311 shares; 2025Q1: 11,643 shares; 2025Q2: 12,837 shares; 2025Q3: 13,014 shares 13,014 $2.61M 0.49% +177 Timeline HELO 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: 11,777 shares; 2025Q3: 39,852 shares 39,852 $2.59M 0.48% +28,075 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: 11,105 shares; 2024Q4: 12,127 shares; 2025Q1: 12,656 shares; 2025Q2: 12,199 shares; 2025Q3: 12,210 shares 12,210 $2.49M 0.46% +11 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: 32,542 shares; 2024Q4: 29,605 shares; 2025Q1: 30,859 shares; 2025Q2: 30,500 shares; 2025Q3: 29,570 shares 29,570 $2.48M 0.46% -930 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: 15,902 shares; 2024Q4: 15,903 shares; 2025Q1: 16,175 shares; 2025Q2: 18,682 shares; 2025Q3: 19,085 shares 19,085 $2.48M 0.46% +403 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: 16,309 shares; 2024Q4: 16,117 shares; 2025Q1: 16,449 shares; 2025Q2: 16,856 shares; 2025Q3: 16,068 shares 16,068 $2.47M 0.46% -788 Timeline VTWV 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: 4,707 shares; 2024Q4: 5,721 shares; 2025Q1: 14,154 shares; 2025Q2: 15,116 shares; 2025Q3: 15,675 shares 15,675 $2.44M 0.46% +559 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: 5,323 shares; 2024Q4: 5,390 shares; 2025Q1: 5,392 shares; 2025Q2: 6,351 shares; 2025Q3: 6,353 shares 6,353 $2.32M 0.43% +2 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: 12,921 shares; 2024Q4: 15,364 shares; 2025Q1: 14,579 shares; 2025Q2: 14,748 shares; 2025Q3: 16,298 shares 16,298 $2.32M 0.43% +1,550 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: 12,067 shares; 2024Q4: 13,697 shares; 2025Q1: 13,761 shares; 2025Q2: 13,804 shares; 2025Q3: 13,819 shares 13,819 $2.24M 0.42% +15 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: 7,661 shares; 2024Q4: 8,390 shares; 2025Q1: 11,303 shares; 2025Q2: 11,990 shares; 2025Q3: 11,892 shares 11,892 $2.22M 0.41% -98 Timeline IWN 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: 3,645 shares; 2024Q4: 8,319 shares; 2025Q1: 8,519 shares; 2025Q2: 12,302 shares; 2025Q3: 12,338 shares 12,338 $2.18M 0.41% +36 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: 9,556 shares; 2024Q4: 9,472 shares; 2025Q1: 9,323 shares; 2025Q2: 9,348 shares; 2025Q3: 9,047 shares 9,047 $2.09M 0.39% -301 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: 6,015 shares; 2024Q4: 6,073 shares; 2025Q1: 6,044 shares; 2025Q2: 6,501 shares; 2025Q3: 6,379 shares 6,379 $2.09M 0.39% -122 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,008 shares; 2024Q4: 18,008 shares; 2025Q1: 17,921 shares; 2025Q2: 18,075 shares; 2025Q3: 17,952 shares 17,952 $2.01M 0.37% -123 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: 14,765 shares; 2024Q4: 12,090 shares; 2025Q1: 11,556 shares; 2025Q2: 11,432 shares; 2025Q3: 10,470 shares 10,470 $1.94M 0.36% -962 Timeline SUB 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: 18,579 shares; 2024Q4: 18,471 shares; 2025Q1: 17,426 shares; 2025Q2: 18,052 shares; 2025Q3: 18,066 shares 18,066 $1.93M 0.36% +14 Timeline CDIG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,308 shares 77,308 $1.93M 0.36% new 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: 9,528 shares; 2024Q4: 8,226 shares; 2025Q1: 6,126 shares; 2025Q2: 6,134 shares; 2025Q3: 8,128 shares 8,128 $1.92M 0.36% +1,994 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: 1,995 shares; 2024Q4: 2,002 shares; 2025Q1: 2,011 shares; 2025Q2: 2,029 shares; 2025Q3: 2,037 shares 2,037 $1.89M 0.35% +8 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: 5,377 shares; 2024Q4: 6,315 shares; 2025Q1: 5,952 shares; 2025Q2: 6,926 shares; 2025Q3: 7,377 shares 7,377 $1.88M 0.35% +451 Timeline EFG 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: 12,872 shares; 2024Q4: 14,993 shares; 2025Q1: 14,452 shares; 2025Q2: 15,303 shares; 2025Q3: 16,408 shares 16,408 $1.87M 0.35% +1,105 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: 3,715 shares; 2024Q4: 4,003 shares; 2025Q1: 4,353 shares; 2025Q2: 4,969 shares; 2025Q3: 6,306 shares 6,306 $1.85M 0.35% +1,337 Timeline BLACKROCK MUNICIPAL INCOME … BLACKROCK MUNICIPAL INCOME QUA More: the full row for BLACKROCK MUNICIPAL INCOME QUA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,787 shares; 2024Q4: 201,682 shares; 2025Q1: 192,762 shares; 2025Q2: 168,283 shares; 2025Q3: 167,749 shares 167,749 $1.84M 0.34% -534 BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,670 shares; 2024Q4: 17,734 shares; 2025Q1: 17,670 shares; 2025Q2: 17,680 shares; 2025Q3: 17,670 shares 17,670 $1.73M 0.32% -10 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: 20,056 shares; 2024Q4: 20,224 shares; 2025Q1: 19,288 shares; 2025Q2: 16,883 shares; 2025Q3: 17,045 shares 17,045 $1.63M 0.31% +162 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: 36,330 shares; 2024Q4: 33,704 shares; 2025Q1: 32,557 shares; 2025Q2: 32,922 shares; 2025Q3: 35,164 shares 35,164 $1.55M 0.29% +2,242 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: 3,800 shares; 2024Q4: 4,080 shares; 2025Q1: 4,344 shares; 2025Q2: 5,083 shares; 2025Q3: 8,115 shares 8,115 $1.51M 0.28% +3,032 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,878 shares; 2024Q4: 7,999 shares; 2025Q1: 7,991 shares; 2025Q2: 8,025 shares; 2025Q3: 8,041 shares 8,041 $1.5M 0.28% +16 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,675 shares; 2024Q4: 7,682 shares; 2025Q1: 7,678 shares; 2025Q2: 7,689 shares; 2025Q3: 7,666 shares 7,666 $1.48M 0.28% -23 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,440 shares; 2024Q4: 19,451 shares; 2025Q1: 19,135 shares; 2025Q2: 18,785 shares; 2025Q3: 18,628 shares 18,628 $1.42M 0.27% -157 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: 7,376 shares; 2024Q4: 8,791 shares; 2025Q1: 8,121 shares; 2025Q2: 8,904 shares; 2025Q3: 10,110 shares 10,110 $1.41M 0.26% +1,206 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: 4,590 shares; 2024Q4: 4,439 shares; 2025Q1: 4,340 shares; 2025Q2: 4,578 shares; 2025Q3: 4,569 shares 4,569 $1.37M 0.26% -9 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,734 shares; 2024Q4: 19,440 shares; 2025Q1: 19,772 shares; 2025Q2: 20,408 shares; 2025Q3: 21,516 shares 21,516 $1.37M 0.26% +1,108 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: 4,773 shares; 2024Q4: 4,430 shares; 2025Q1: 4,698 shares; 2025Q2: 4,732 shares; 2025Q3: 4,868 shares 4,868 $1.37M 0.26% +136 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: 51,721 shares; 2024Q4: 42,208 shares; 2025Q1: 51,471 shares; 2025Q2: 55,990 shares; 2025Q3: 46,781 shares 46,781 $1.32M 0.25% -9,209 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: 11,932 shares; 2024Q4: 11,935 shares; 2025Q1: 11,917 shares; 2025Q2: 12,070 shares; 2025Q3: 12,080 shares 12,080 $1.32M 0.25% +10 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: 3,507 shares; 2024Q4: 3,156 shares; 2025Q1: 3,068 shares; 2025Q2: 3,225 shares; 2025Q3: 3,226 shares 3,226 $1.31M 0.24% +1 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: 4,670 shares; 2024Q4: 4,621 shares; 2025Q1: 4,566 shares; 2025Q2: 3,920 shares; 2025Q3: 3,916 shares 3,916 $1.3M 0.24% -4 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: 15,992 shares; 2024Q4: 16,143 shares; 2025Q1: 16,301 shares; 2025Q2: 18,837 shares; 2025Q3: 19,622 shares 19,622 $1.3M 0.24% +785 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: 7,223 shares; 2024Q4: 7,288 shares; 2025Q1: 8,884 shares; 2025Q2: 10,641 shares; 2025Q3: 10,648 shares 10,648 $1.27M 0.24% +7 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: 4,945 shares; 2024Q4: 3,642 shares; 2025Q1: 3,538 shares; 2025Q2: 8,089 shares; 2025Q3: 8,069 shares 8,069 $1.25M 0.23% -20 Timeline SCZ 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: 11,520 shares; 2024Q4: 14,306 shares; 2025Q1: 13,010 shares; 2025Q2: 13,537 shares; 2025Q3: 16,216 shares 16,216 $1.24M 0.23% +2,679 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: 16,587 shares; 2024Q4: 16,452 shares; 2025Q1: 16,081 shares; 2025Q2: 16,113 shares; 2025Q3: 15,812 shares 15,812 $1.19M 0.22% -301 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: 5,713 shares; 2024Q4: 5,732 shares; 2025Q1: 5,713 shares; 2025Q2: 6,051 shares; 2025Q3: 5,836 shares 5,836 $1.14M 0.21% -215 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: 1,699 shares; 2024Q4: 1,766 shares; 2025Q1: 1,838 shares; 2025Q2: 1,881 shares; 2025Q3: 1,872 shares 1,872 $1.12M 0.21% -9 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: 11,912 shares; 2024Q4: 11,942 shares; 2025Q1: 11,853 shares; 2025Q2: 11,877 shares; 2025Q3: 11,859 shares 11,859 $1.12M 0.21% -18 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: 41,437 shares; 2024Q4: 44,129 shares; 2025Q1: 43,996 shares; 2025Q2: 45,649 shares; 2025Q3: 44,108 shares 44,108 $1.12M 0.21% -1,541 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: 8,830 shares; 2024Q4: 7,278 shares; 2025Q1: 7,746 shares; 2025Q2: 7,225 shares; 2025Q3: 7,198 shares 7,198 $1.12M 0.21% -27 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: 1,235 shares; 2024Q4: 1,099 shares; 2025Q1: 1,528 shares; 2025Q2: 1,543 shares; 2025Q3: 1,511 shares 1,511 $1.11M 0.21% -32 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: 1,925 shares; 2024Q4: 1,735 shares; 2025Q1: 2,225 shares; 2025Q2: 2,421 shares; 2025Q3: 2,426 shares 2,426 $1.11M 0.21% +5 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,774 shares; 2025Q1: 3,774 shares; 2025Q2: 3,826 shares; 2025Q3: 3,826 shares 3,826 $1.1M 0.21% 0 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: 14,905 shares; 2024Q4: 15,148 shares; 2025Q1: 15,194 shares; 2025Q2: 15,304 shares; 2025Q3: 15,380 shares 15,380 $1.1M 0.21% +76 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: 5,438 shares; 2024Q4: 3,586 shares; 2025Q1: 2,960 shares; 2025Q2: 2,972 shares; 2025Q3: 2,331 shares 2,331 $1.04M 0.19% -641 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: 4,526 shares; 2024Q4: 5,006 shares; 2025Q1: 7,488 shares; 2025Q2: 9,470 shares; 2025Q3: 9,975 shares 9,975 $1.03M 0.19% +505 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: 3,403 shares; 2024Q4: 3,402 shares; 2025Q1: 3,402 shares; 2025Q2: 3,404 shares; 2025Q3: 3,404 shares 3,404 $1.02M 0.19% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,694 shares; 2024Q4: 16,599 shares; 2025Q1: 16,642 shares; 2025Q2: 26,917 shares; 2025Q3: 27,044 shares 27,044 $1M 0.19% +127 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: 2,888 shares; 2024Q4: 2,890 shares; 2025Q1: 3,071 shares; 2025Q2: 3,073 shares; 2025Q3: 3,138 shares 3,138 $1M 0.19% +65 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,314 shares; 2024Q4: 1,332 shares; 2025Q1: 2,352 shares; 2025Q2: 2,356 shares; 2025Q3: 2,354 shares 2,354 $993K 0.19% -2 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: 7,548 shares; 2024Q4: 8,249 shares; 2025Q1: 8,752 shares; 2025Q2: 10,445 shares; 2025Q3: 10,378 shares 10,378 $982K 0.18% -67 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,174 shares; 2025Q1: 4,110 shares; 2025Q2: 4,432 shares; 2025Q3: 4,396 shares 4,396 $977K 0.18% -36 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: 7,203 shares; 2024Q4: 7,167 shares; 2025Q1: 7,098 shares; 2025Q2: 7,131 shares; 2025Q3: 7,149 shares 7,149 $958K 0.18% +18 Timeline SONO SONOS INC More: the full row for SONOS 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: 60,218 shares 60,218 $951K 0.18% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 2,695 shares; 2025Q1: 2,607 shares; 2025Q2: 2,664 shares; 2025Q3: 2,726 shares 2,726 $931K 0.17% +62 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: 20,157 shares; 2024Q4: 17,926 shares; 2025Q1: 18,831 shares; 2025Q2: 17,864 shares; 2025Q3: 17,825 shares 17,825 $920K 0.17% -39 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: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,027 shares; 2025Q2: 2,029 shares; 2025Q3: 2,021 shares 2,021 $904K 0.17% -8 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II 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: 33,735 shares 33,735 $883K 0.17% new Timeline INN SUMMIT HOTEL PPTYS More: the full row for SUMMIT HOTEL PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,627 shares; 2024Q4: 211,426 shares; 2025Q1: 203,169 shares; 2025Q2: 199,592 shares; 2025Q3: 158,798 shares 158,798 $872K 0.16% -40,794 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,032 shares; 2025Q3: 2,693 shares 2,693 $868K 0.16% +661 Timeline EQWL 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: 8,107 shares; 2024Q4: 8,144 shares; 2025Q1: 8,185 shares; 2025Q2: 7,276 shares; 2025Q3: 7,306 shares 7,306 $838K 0.16% +30 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: 13,483 shares; 2024Q4: 13,777 shares; 2025Q1: 13,134 shares; 2025Q2: 12,543 shares; 2025Q3: 12,559 shares 12,559 $833K 0.16% +16 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: 2,396 shares; 2024Q4: 3,357 shares; 2025Q1: 4,322 shares; 2025Q2: 3,326 shares; 2025Q3: 3,441 shares 3,441 $833K 0.16% +115 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: 414 shares; 2024Q4: 324 shares; 2025Q1: 685 shares; 2025Q2: 672 shares; 2025Q3: 691 shares 691 $828K 0.15% +19 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: 1,933 shares; 2024Q4: 1,703 shares; 2025Q1: 1,719 shares; 2025Q2: 4,734 shares; 2025Q3: 2,298 shares 2,298 $817K 0.15% -2,436 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,013 shares; 2025Q1: 2,568 shares; 2025Q2: 2,629 shares; 2025Q3: 2,415 shares 2,415 $795K 0.15% -214 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,019 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,009 shares 2,009 $787K 0.15% +9 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: 4,937 shares; 2024Q4: 3,499 shares; 2025Q1: 5,136 shares; 2025Q2: 4,745 shares; 2025Q3: 4,556 shares 4,556 $758K 0.14% -189 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: 12,263 shares; 2024Q4: 11,472 shares; 2025Q1: 11,011 shares; 2025Q2: 11,275 shares; 2025Q3: 10,837 shares 10,837 $742K 0.14% -438 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,740 shares; 2025Q1: 1,749 shares; 2025Q2: 1,988 shares; 2025Q3: 1,956 shares 1,956 $738K 0.14% -32 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: 1,136 shares; 2024Q4: 1,099 shares; 2025Q1: 1,096 shares; 2025Q2: 1,173 shares; 2025Q3: 1,171 shares 1,171 $720K 0.13% -2 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: 3,668 shares; 2024Q4: 1,879 shares; 2025Q1: 1,865 shares; 2025Q2: 1,871 shares; 2025Q3: 1,919 shares 1,919 $718K 0.13% +48 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: 4,215 shares; 2024Q4: 4,228 shares; 2025Q1: 5,048 shares; 2025Q2: 5,767 shares; 2025Q3: 5,455 shares 5,455 $716K 0.13% -312 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 3,474 shares; 2025Q1: 3,466 shares; 2025Q2: 3,474 shares; 2025Q3: 3,494 shares 3,494 $693K 0.13% +20 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: not reported; 2024Q4: 1,216 shares; 2025Q1: 1,184 shares; 2025Q2: 1,088 shares; 2025Q3: 1,116 shares 1,116 $684K 0.13% +28 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares 727 $680K 0.13% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 4,752 shares; 2025Q2: 4,763 shares; 2025Q3: 4,752 shares 4,752 $679K 0.13% -11 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: 2,838 shares; 2024Q4: 2,965 shares; 2025Q1: 2,581 shares; 2025Q2: 2,588 shares; 2025Q3: 2,221 shares 2,221 $675K 0.13% -367 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,921 shares; 2025Q1: 1,919 shares; 2025Q2: 1,926 shares; 2025Q3: 1,931 shares 1,931 $669K 0.12% +5 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: 5,333 shares; 2024Q4: 4,831 shares; 2025Q1: 4,837 shares; 2025Q2: 4,841 shares; 2025Q3: 4,555 shares 4,555 $640K 0.12% -286 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: 3,360 shares; 2024Q4: 3,532 shares; 2025Q1: 3,110 shares; 2025Q2: 3,183 shares; 2025Q3: 3,220 shares 3,220 $632K 0.12% +37 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: 5,279 shares; 2024Q4: 7,409 shares; 2025Q1: 5,650 shares; 2025Q2: 6,850 shares; 2025Q3: 9,247 shares 9,247 $627K 0.12% +2,397 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 7,136 shares 7,136 $623K 0.12% +4,306 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,526 shares; 2024Q4: 16,525 shares; 2025Q1: 16,525 shares; 2025Q2: 16,525 shares; 2025Q3: 16,525 shares 16,525 $622K 0.12% 0 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: 2,618 shares; 2024Q4: 2,135 shares; 2025Q1: 3,181 shares; 2025Q2: 2,812 shares; 2025Q3: 2,818 shares 2,818 $608K 0.11% +6 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 1,204 shares; 2025Q2: 2,221 shares; 2025Q3: 2,533 shares 2,533 $598K 0.11% +312 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,116 shares; 2025Q1: 2,121 shares; 2025Q2: 2,124 shares; 2025Q3: 2,299 shares 2,299 $597K 0.11% +175 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,868 shares; 2024Q4: 44,107 shares; 2025Q1: 33,369 shares; 2025Q2: 34,477 shares; 2025Q3: 34,578 shares 34,578 $590K 0.11% +101 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 9,461 shares; 2025Q1: 9,210 shares; 2025Q2: 8,742 shares; 2025Q3: 8,271 shares 8,271 $577K 0.11% -471 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: 5,057 shares; 2024Q4: 5,465 shares; 2025Q1: 5,129 shares; 2025Q2: 3,411 shares; 2025Q3: 4,040 shares 4,040 $570K 0.11% +629 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: 2,779 shares; 2024Q4: 2,770 shares; 2025Q1: 3,477 shares; 2025Q2: 3,498 shares; 2025Q3: 3,469 shares 3,469 $552K 0.1% -29 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: 4,518 shares; 2024Q4: 4,624 shares; 2025Q1: 4,571 shares; 2025Q2: 4,651 shares; 2025Q3: 4,785 shares 4,785 $548K 0.1% +134 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: 7,680 shares; 2024Q4: 7,930 shares; 2025Q1: 8,001 shares; 2025Q2: 8,011 shares; 2025Q3: 1,899 shares 1,899 $536K 0.1% -6,112 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,247 shares; 2025Q1: 4,215 shares; 2025Q2: 4,232 shares; 2025Q3: 4,214 shares 4,214 $522K 0.1% -18 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 2,255 shares; 2025Q1: 2,264 shares; 2025Q2: 2,277 shares; 2025Q3: 2,285 shares 2,285 $490K 0.09% +8 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: 6,244 shares; 2024Q4: 6,347 shares; 2025Q1: 5,948 shares; 2025Q2: 5,980 shares; 2025Q3: 5,678 shares 5,678 $476K 0.09% -302 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,236 shares; 2025Q1: 5,026 shares; 2025Q2: 5,056 shares; 2025Q3: 5,086 shares 5,086 $470K 0.09% +30 Timeline IYE 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: 12,397 shares; 2024Q4: 12,402 shares; 2025Q1: 10,097 shares; 2025Q2: 10,103 shares; 2025Q3: 9,882 shares 9,882 $470K 0.09% -221 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 3,522 shares; 2025Q1: 2,261 shares; 2025Q2: 1,422 shares; 2025Q3: 1,092 shares 1,092 $465K 0.09% -330 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares 3,145 $464K 0.09% 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: 1,514 shares; 2024Q4: 1,514 shares; 2025Q1: 2,014 shares; 2025Q2: 2,021 shares; 2025Q3: 2,068 shares 2,068 $457K 0.09% +47 Timeline VSS 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: 2,573 shares; 2025Q1: not reported; 2025Q2: 2,416 shares; 2025Q3: 3,202 shares 3,202 $457K 0.09% +786 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: 3,297 shares; 2024Q4: 2,132 shares; 2025Q1: 2,138 shares; 2025Q2: 2,149 shares; 2025Q3: 2,155 shares 2,155 $454K 0.08% +6 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,986 shares; 2024Q4: 6,069 shares; 2025Q1: 6,173 shares; 2025Q2: 5,863 shares; 2025Q3: 5,801 shares 5,801 $452K 0.08% -62 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,186 shares; 2024Q4: 17,665 shares; 2025Q1: 13,738 shares; 2025Q2: 14,370 shares; 2025Q3: 14,382 shares 14,382 $452K 0.08% +12 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 4,283 shares; 2025Q1: 4,741 shares; 2025Q2: 5,046 shares; 2025Q3: 5,048 shares 5,048 $451K 0.08% +2 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: 2,103 shares; 2024Q4: 1,924 shares; 2025Q1: 1,919 shares; 2025Q2: 1,924 shares; 2025Q3: 1,520 shares 1,520 $446K 0.08% -404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,626 shares; 2025Q3: 7,362 shares 7,362 $441K 0.08% +1,736 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,923 shares; 2024Q4: 8,922 shares; 2025Q1: 8,236 shares; 2025Q2: 7,731 shares; 2025Q3: 7,514 shares 7,514 $436K 0.08% -217 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: 8,512 shares; 2024Q4: 8,357 shares; 2025Q1: 8,382 shares; 2025Q2: 6,030 shares; 2025Q3: 5,862 shares 5,862 $431K 0.08% -168 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,144 shares; 2024Q4: 58,321 shares; 2025Q1: 54,876 shares; 2025Q2: 52,977 shares; 2025Q3: 51,596 shares 51,596 $419K 0.08% -1,381 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 8,346 shares; 2025Q1: 8,346 shares; 2025Q2: 8,346 shares; 2025Q3: 8,346 shares 8,346 $417K 0.08% 0 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: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,456 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares 3,456 $417K 0.08% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 6,375 shares; 2025Q1: 6,220 shares; 2025Q2: 6,755 shares; 2025Q3: 6,627 shares 6,627 $414K 0.08% -128 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER 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: 3,864 shares; 2025Q1: not reported; 2025Q2: 5,337 shares; 2025Q3: 7,761 shares 7,761 $414K 0.08% +2,424 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,817 shares; 2024Q4: 3,678 shares; 2025Q1: 3,678 shares; 2025Q2: 3,678 shares; 2025Q3: 2,678 shares 2,678 $413K 0.08% -1,000 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,150 shares; 2024Q4: 18,473 shares; 2025Q1: 18,473 shares; 2025Q2: 18,473 shares; 2025Q3: 18,473 shares 18,473 $412K 0.08% 0 Timeline IMPP IMPERIAL PETE INC More: the full row for IMPERIAL PETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,994 shares; 2024Q4: 77,788 shares; 2025Q1: 55,206 shares; 2025Q2: 78,539 shares; 2025Q3: 83,653 shares 83,653 $400K 0.07% +5,114 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,321 shares; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 7,327 shares; 2025Q3: 7,327 shares 7,327 $399K 0.07% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,983 shares; 2024Q4: 6,066 shares; 2025Q1: 6,003 shares; 2025Q2: 5,830 shares; 2025Q3: 5,831 shares 5,831 $394K 0.07% +1 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,366 shares; 2024Q4: 22,795 shares; 2025Q1: 22,739 shares; 2025Q2: 22,739 shares; 2025Q3: 22,390 shares 22,390 $387K 0.07% -349 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 4,371 shares; 2025Q1: 4,152 shares; 2025Q2: 4,243 shares; 2025Q3: 4,644 shares 4,644 $383K 0.07% +401 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,646 shares; 2025Q2: 4,662 shares; 2025Q3: 4,655 shares 4,655 $382K 0.07% -7 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 2,965 shares; 2025Q1: 2,966 shares; 2025Q2: 2,971 shares; 2025Q3: 2,973 shares 2,973 $377K 0.07% +2 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,041 shares; 2025Q1: 1,035 shares; 2025Q2: 1,038 shares; 2025Q3: 1,059 shares 1,059 $374K 0.07% +21 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,378 shares 8,378 $371K 0.07% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,728 shares; 2025Q2: 7,364 shares; 2025Q3: 7,364 shares 7,364 $368K 0.07% 0 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: 7,650 shares; 2024Q4: 7,736 shares; 2025Q1: 7,516 shares; 2025Q2: 7,516 shares; 2025Q3: 7,463 shares 7,463 $361K 0.07% -53 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 1,373 shares; 2025Q1: 1,310 shares; 2025Q2: 1,548 shares; 2025Q3: 1,510 shares 1,510 $360K 0.07% -38 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 6,274 shares; 2025Q1: 6,112 shares; 2025Q2: 6,122 shares; 2025Q3: 6,131 shares 6,131 $360K 0.07% +9 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 4,023 shares; 2025Q3: 4,029 shares 4,029 $358K 0.07% +6 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 1,889 shares; 2025Q1: 1,874 shares; 2025Q2: 1,877 shares; 2025Q3: 1,549 shares 1,549 $349K 0.07% -328 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,139 shares; 2025Q1: 4,143 shares; 2025Q2: 4,155 shares; 2025Q3: 4,159 shares 4,159 $347K 0.06% +4 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,275 shares; 2025Q1: 2,283 shares; 2025Q2: 4,290 shares; 2025Q3: 4,299 shares 4,299 $344K 0.06% +9 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: 19,111 shares; 2024Q4: 8,725 shares; 2025Q1: 7,893 shares; 2025Q2: 7,798 shares; 2025Q3: 7,572 shares 7,572 $342K 0.06% -226 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,426 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares 2,419 $339K 0.06% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,407 shares; 2025Q1: 2,407 shares; 2025Q2: 2,410 shares; 2025Q3: 2,490 shares 2,490 $339K 0.06% +80 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,840 shares; 2025Q1: 2,901 shares; 2025Q2: 2,945 shares; 2025Q3: 3,196 shares 3,196 $332K 0.06% +251 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,184 shares; 2024Q4: 14,215 shares; 2025Q1: 15,388 shares; 2025Q2: 5,551 shares; 2025Q3: 5,552 shares 5,552 $330K 0.06% +1 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 203 shares; 2025Q1: 201 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares 3,020 $326K 0.06% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares 2,057 $323K 0.06% 0 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 33,891 shares; 2025Q3: 33,498 shares 33,498 $322K 0.06% -393 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,171 shares; 2025Q3: 3,171 shares 3,171 $319K 0.06% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,143 shares 5,143 $315K 0.06% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,031 shares; 2025Q3: 2,352 shares 2,352 $311K 0.06% +321 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: 934 shares; 2024Q4: 721 shares; 2025Q1: 611 shares; 2025Q2: 638 shares; 2025Q3: 543 shares 543 $309K 0.06% -95 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 2,097 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares 1,597 $304K 0.06% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,171 shares; 2024Q4: 12,175 shares; 2025Q1: 7,882 shares; 2025Q2: 8,068 shares; 2025Q3: 6,723 shares 6,723 $303K 0.06% -1,345 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 386 shares; 2025Q2: 388 shares; 2025Q3: 388 shares 388 $300K 0.06% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,550 shares; 2025Q1: 3,498 shares; 2025Q2: 3,518 shares; 2025Q3: 3,536 shares 3,536 $297K 0.06% +18 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: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 1,153 shares 1,153 $296K 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,108 shares; 2024Q4: 8,252 shares; 2025Q1: 8,272 shares; 2025Q2: 8,329 shares; 2025Q3: 8,193 shares 8,193 $291K 0.05% -136 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,229 shares; 2025Q1: 3,192 shares; 2025Q2: 3,201 shares; 2025Q3: 3,204 shares 3,204 $288K 0.05% +3 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,988 shares; 2024Q4: 14,017 shares; 2025Q1: 14,017 shares; 2025Q2: 19,478 shares; 2025Q3: 21,134 shares 21,134 $284K 0.05% +1,656 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: 1,200 shares; 2024Q4: 950 shares; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 1,005 shares 1,005 $283K 0.05% +55 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,138 shares; 2025Q1: 9,138 shares; 2025Q2: 9,138 shares; 2025Q3: 9,008 shares 9,008 $283K 0.05% -130 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: 1,387 shares; 2024Q4: 1,272 shares; 2025Q1: 1,148 shares; 2025Q2: 1,115 shares; 2025Q3: 1,137 shares 1,137 $281K 0.05% +22 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares 1,026 $280K 0.05% 0 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: not reported; 2025Q3: 3,827 shares 3,827 $279K 0.05% new 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: 15,008 shares; 2024Q4: 5,496 shares; 2025Q1: not reported; 2025Q2: 4,498 shares; 2025Q3: 3,301 shares 3,301 $277K 0.05% -1,197 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,068 shares; 2025Q1: 5,082 shares; 2025Q2: 5,098 shares; 2025Q3: 5,113 shares 5,113 $276K 0.05% +15 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,441 shares; 2025Q1: 1,456 shares; 2025Q2: 1,464 shares; 2025Q3: 1,469 shares 1,469 $275K 0.05% +5 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares 2,572 $274K 0.05% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,952 shares; 2025Q1: 5,962 shares; 2025Q2: 5,902 shares; 2025Q3: 5,967 shares 5,967 $273K 0.05% +65 Timeline URTY 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: not reported; 2024Q4: not reported; 2025Q1: 7,245 shares; 2025Q2: 8,745 shares; 2025Q3: 5,109 shares 5,109 $271K 0.05% -3,636 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,773 shares; 2024Q4: 7,623 shares; 2025Q1: 11,668 shares; 2025Q2: 11,630 shares; 2025Q3: 11,661 shares 11,661 $267K 0.05% +31 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: 483 shares; 2024Q4: 494 shares; 2025Q1: 451 shares; 2025Q2: 412 shares; 2025Q3: 446 shares 446 $266K 0.05% +34 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares 1,441 $265K 0.05% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,398 shares; 2025Q2: 8,398 shares; 2025Q3: 8,398 shares 8,398 $263K 0.05% 0 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: 1,889 shares; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,310 shares 1,310 $257K 0.05% +10 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: not reported; 2025Q1: 2,787 shares; 2025Q2: 2,826 shares; 2025Q3: 3,024 shares 3,024 $256K 0.05% +198 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 822 shares; 2025Q3: 822 shares 822 $251K 0.05% 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: 9,213 shares; 2024Q4: not reported; 2025Q1: 10,032 shares; 2025Q2: not reported; 2025Q3: 7,415 shares 7,415 $249K 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,161 shares 1,161 $247K 0.05% -33 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: 1,892 shares; 2024Q4: 1,718 shares; 2025Q1: 1,722 shares; 2025Q2: 1,726 shares; 2025Q3: 1,731 shares 1,731 $246K 0.05% +5 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,374 shares; 2024Q4: 17,765 shares; 2025Q1: 19,513 shares; 2025Q2: 19,455 shares; 2025Q3: 19,795 shares 19,795 $245K 0.05% +340 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 1,305 shares; 2025Q1: 1,187 shares; 2025Q2: 1,156 shares; 2025Q3: 1,114 shares 1,114 $245K 0.05% -42 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,687 shares; 2025Q2: 8,686 shares; 2025Q3: 8,566 shares 8,566 $243K 0.05% -120 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: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 304 shares 304 $242K 0.05% -2 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,009 shares; 2025Q1: 978 shares; 2025Q2: 880 shares; 2025Q3: 697 shares 697 $241K 0.05% -183 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,209 shares; 2024Q4: 2,490 shares; 2025Q1: 2,450 shares; 2025Q2: 2,817 shares; 2025Q3: 2,629 shares 2,629 $240K 0.04% -188 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,644 shares 3,644 $240K 0.04% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,428 shares 2,428 $238K 0.04% new 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: 6,640 shares; 2024Q4: 6,640 shares; 2025Q1: 6,209 shares; 2025Q2: 5,210 shares; 2025Q3: 4,678 shares 4,678 $236K 0.04% -532 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: 1,182 shares; 2024Q4: 1,094 shares; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,104 shares 1,104 $231K 0.04% +3 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,099 shares; 2025Q1: 6,111 shares; 2025Q2: 6,125 shares; 2025Q3: 6,137 shares 6,137 $231K 0.04% +12 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,972 shares; 2024Q4: 13,865 shares; 2025Q1: 6,420 shares; 2025Q2: not reported; 2025Q3: 6,471 shares 6,471 $223K 0.04% new Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 9,878 shares; 2025Q1: 9,878 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares 6,950 $222K 0.04% 0 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,143 shares; 2024Q4: 8,864 shares; 2025Q1: 8,286 shares; 2025Q2: not reported; 2025Q3: 4,544 shares 4,544 $222K 0.04% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,813 shares; 2025Q1: not reported; 2025Q2: 5,306 shares; 2025Q3: 5,249 shares 5,249 $221K 0.04% -57 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH 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: 1,696 shares; 2025Q3: 1,695 shares 1,695 $215K 0.04% -1 Timeline INSM INSMED INC More: the full row for INSMED 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: 1,479 shares 1,479 $213K 0.04% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: not reported; 2025Q3: 1,504 shares 1,504 $213K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 415 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares 436 $212K 0.04% new Timeline VSGX 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: 3,365 shares; 2024Q4: not reported; 2025Q1: 3,523 shares; 2025Q2: 3,244 shares; 2025Q3: 3,048 shares 3,048 $211K 0.04% -196 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,154 shares 1,154 $210K 0.04% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,288 shares; 2025Q1: not reported; 2025Q2: 2,368 shares; 2025Q3: 2,361 shares 2,361 $209K 0.04% -7 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,616 shares 4,616 $209K 0.04% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $208K 0.04% new Timeline IWV 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: 547 shares 547 $207K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 740 shares 740 $207K 0.04% new Timeline MOG-B MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $206K 0.04% new Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,283 shares; 2024Q4: 23,892 shares; 2025Q1: 17,660 shares; 2025Q2: 18,243 shares; 2025Q3: 18,029 shares 18,029 $205K 0.04% -214 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 198 shares; 2025Q1: 119 shares; 2025Q2: 86 shares; 2025Q3: 86 shares 86 $201K 0.04% 0 Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,237 shares; 2024Q4: 13,141 shares; 2025Q1: 12,701 shares; 2025Q2: 12,546 shares; 2025Q3: 12,347 shares 12,347 $180K 0.03% -199 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 13,253 shares; 2025Q1: 12,544 shares; 2025Q2: 13,541 shares; 2025Q3: 13,252 shares 13,252 $174K 0.03% -289 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,402 shares; 2024Q4: 12,683 shares; 2025Q1: 12,560 shares; 2025Q2: 12,560 shares; 2025Q3: 12,560 shares 12,560 $150K 0.03% 0 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,880 shares 10,880 $147K 0.03% new Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED 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: 21,102 shares 21,102 $144K 0.03% new Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,200 shares; 2024Q4: 25,200 shares; 2025Q1: 25,200 shares; 2025Q2: 42,900 shares; 2025Q3: 42,900 shares 42,900 $131K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 10,210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,032 shares 10,032 $120K 0.02% new Timeline HOUS ANYWHERE REAL ESTATE INC More: the full row for ANYWHERE REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 10,764 shares; 2025Q1: 10,764 shares; 2025Q2: 10,764 shares; 2025Q3: 10,764 shares 10,764 $114K 0.02% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,100 shares; 2025Q1: 52,100 shares; 2025Q2: 52,100 shares; 2025Q3: 52,100 shares 52,100 $62.5K 0.01% 0 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,130 shares; 2025Q1: 54,130 shares; 2025Q2: 54,130 shares; 2025Q3: 17,065 shares 17,065 $56.1K 0.01% -37,065 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES 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: 15,000 shares 15,000 $49K 0.01% new Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $33.8K 0.01% 0 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,859 shares; 2024Q4: 12,729 shares; 2025Q1: 12,729 shares; 2025Q2: 12,729 shares; 2025Q3: 12,729 shares 12,729 $15.8K <0.01% 0 Timeline