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: 434,445 shares; 2024Q4: 460,361 shares; 2025Q1: 605,393 shares; 2025Q2: 666,333 shares; 2025Q3: 724,347 shares 724,347 $135M 3.32% +58,014 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: 280,824 shares; 2024Q4: 282,490 shares; 2025Q1: 378,086 shares; 2025Q2: 407,457 shares; 2025Q3: 430,724 shares 430,724 $110M 2.69% +23,267 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: 44,373 shares; 2024Q4: 61,058 shares; 2025Q1: 95,649 shares; 2025Q2: 107,839 shares; 2025Q3: 127,416 shares 127,416 $85.3M 2.09% +19,577 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: 85,175 shares; 2024Q4: 88,765 shares; 2025Q1: 131,828 shares; 2025Q2: 142,668 shares; 2025Q3: 164,077 shares 164,077 $85M 2.08% +21,409 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: 200,863 shares; 2024Q4: 206,309 shares; 2025Q1: 257,874 shares; 2025Q2: 259,491 shares; 2025Q3: 292,041 shares 292,041 $64.1M 1.57% +32,550 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030,608 shares; 2024Q4: 2,234,474 shares; 2025Q1: 2,253,670 shares; 2025Q2: 2,291,182 shares; 2025Q3: 2,906,625 shares 2,906,625 $60.8M 1.49% +615,443 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: 80,681 shares; 2024Q4: 85,609 shares; 2025Q1: 116,068 shares; 2025Q2: 127,986 shares; 2025Q3: 149,432 shares 149,432 $47.1M 1.16% +21,446 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: 94,200 shares; 2024Q4: 105,002 shares; 2025Q1: 150,792 shares; 2025Q2: 162,509 shares; 2025Q3: 191,612 shares 191,612 $46.6M 1.14% +29,103 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: 49,052 shares; 2024Q4: 49,055 shares; 2025Q1: 61,448 shares; 2025Q2: 70,269 shares; 2025Q3: 73,563 shares 73,563 $44.2M 1.08% +3,294 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,099 shares; 2024Q4: 646,707 shares; 2025Q1: 666,266 shares; 2025Q2: 671,995 shares; 2025Q3: 708,344 shares 708,344 $42.7M 1.05% +36,349 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: 57,692 shares; 2024Q4: 53,897 shares; 2025Q1: 114,405 shares; 2025Q2: 107,972 shares; 2025Q3: 122,804 shares 122,804 $40.5M 0.99% +14,832 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: 19,689 shares; 2024Q4: 19,170 shares; 2025Q1: 33,009 shares; 2025Q2: 55,089 shares; 2025Q3: 57,746 shares 57,746 $38.5M 0.94% +2,657 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: 29,743 shares; 2024Q4: 28,946 shares; 2025Q1: 41,227 shares; 2025Q2: 43,763 shares; 2025Q3: 48,051 shares 48,051 $35.3M 0.87% +4,288 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: 66,226 shares; 2024Q4: 75,741 shares; 2025Q1: 267,656 shares; 2025Q2: 305,691 shares; 2025Q3: 292,201 shares 292,201 $35.3M 0.87% -13,490 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: 28,113 shares; 2024Q4: 67,383 shares; 2025Q1: 144,670 shares; 2025Q2: 221,633 shares; 2025Q3: 742,577 shares 742,577 $34.3M 0.84% +520,944 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459,452 shares; 2024Q4: 1,838,653 shares; 2025Q1: 1,930,290 shares; 2025Q2: 2,146,358 shares; 2025Q3: 2,973,660 shares 2,973,660 $33.3M 0.82% +827,302 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: 52,194 shares; 2024Q4: 56,372 shares; 2025Q1: 101,093 shares; 2025Q2: 166,281 shares; 2025Q3: 173,328 shares 173,328 $32.9M 0.81% +7,047 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,102 shares; 2024Q4: 107,532 shares; 2025Q1: 106,669 shares; 2025Q2: 500,499 shares; 2025Q3: 551,006 shares 551,006 $30.7M 0.75% +50,507 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: 135,390 shares; 2024Q4: 129,447 shares; 2025Q1: 142,228 shares; 2025Q2: 177,634 shares; 2025Q3: 166,195 shares 166,195 $30.3M 0.74% -11,439 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: 12,456 shares; 2024Q4: 16,193 shares; 2025Q1: 149,397 shares; 2025Q2: 173,036 shares; 2025Q3: 191,566 shares 191,566 $27M 0.66% +18,530 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 545,199 shares; 2025Q3: 716,904 shares 716,904 $26.9M 0.66% +171,705 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: 675,444 shares; 2024Q4: 671,960 shares; 2025Q1: 685,727 shares; 2025Q2: 679,779 shares; 2025Q3: 718,900 shares 718,900 $26.3M 0.64% +39,121 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: 52,871 shares; 2024Q4: 54,870 shares; 2025Q1: 91,313 shares; 2025Q2: 108,060 shares; 2025Q3: 106,089 shares 106,089 $25.8M 0.63% -1,971 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: 28,638 shares; 2024Q4: 26,448 shares; 2025Q1: 40,820 shares; 2025Q2: 49,014 shares; 2025Q3: 50,332 shares 50,332 $25.3M 0.62% +1,318 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: 44,628 shares; 2024Q4: 41,789 shares; 2025Q1: 35,821 shares; 2025Q2: 39,968 shares; 2025Q3: 41,142 shares 41,142 $25.2M 0.62% +1,174 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: 35,402 shares; 2024Q4: 35,391 shares; 2025Q1: 56,461 shares; 2025Q2: 74,703 shares; 2025Q3: 76,506 shares 76,506 $25.1M 0.62% +1,803 Timeline EUSA 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: 327,385 shares; 2024Q4: 356,049 shares; 2025Q1: 365,580 shares; 2025Q2: 388,029 shares; 2025Q3: 240,906 shares 240,906 $24.8M 0.61% -147,123 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: 194,186 shares; 2024Q4: 203,522 shares; 2025Q1: 173,084 shares; 2025Q2: 199,539 shares; 2025Q3: 224,410 shares 224,410 $23.1M 0.57% +24,871 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: 97,960 shares; 2024Q4: 101,943 shares; 2025Q1: 139,930 shares; 2025Q2: 156,675 shares; 2025Q3: 184,824 shares 184,824 $20.8M 0.51% +28,149 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,412 shares; 2024Q4: 198,417 shares; 2025Q1: 211,331 shares; 2025Q2: 205,238 shares; 2025Q3: 203,919 shares 203,919 $20.5M 0.5% -1,319 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: 35,265 shares; 2024Q4: 39,540 shares; 2025Q1: 45,787 shares; 2025Q2: 50,851 shares; 2025Q3: 57,348 shares 57,348 $20.4M 0.5% +6,497 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: 21,955 shares; 2024Q4: 20,817 shares; 2025Q1: 40,031 shares; 2025Q2: 38,492 shares; 2025Q3: 42,169 shares 42,169 $19.8M 0.48% +3,677 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: 24,720 shares; 2024Q4: 23,451 shares; 2025Q1: 36,548 shares; 2025Q2: 43,830 shares; 2025Q3: 48,264 shares 48,264 $19.6M 0.48% +4,434 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: 78,969 shares; 2024Q4: 81,414 shares; 2025Q1: 104,045 shares; 2025Q2: 113,531 shares; 2025Q3: 125,078 shares 125,078 $19.4M 0.48% +11,547 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: 51,033 shares; 2024Q4: 54,030 shares; 2025Q1: 80,538 shares; 2025Q2: 65,911 shares; 2025Q3: 63,440 shares 63,440 $17.9M 0.44% -2,471 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: 61,688 shares; 2024Q4: 71,671 shares; 2025Q1: 124,856 shares; 2025Q2: 82,047 shares; 2025Q3: 146,857 shares 146,857 $17.5M 0.43% +64,810 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: 6,541 shares; 2024Q4: 6,748 shares; 2025Q1: 12,320 shares; 2025Q2: 17,647 shares; 2025Q3: 21,407 shares 21,407 $16.3M 0.4% +3,760 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,039 shares; 2025Q1: 95,275 shares; 2025Q2: 109,122 shares; 2025Q3: 111,281 shares 111,281 $16.2M 0.4% +2,159 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: 84,231 shares; 2024Q4: 89,100 shares; 2025Q1: 207,903 shares; 2025Q2: 218,562 shares; 2025Q3: 237,679 shares 237,679 $15.5M 0.38% +19,117 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: 18,432 shares; 2024Q4: 17,936 shares; 2025Q1: 30,254 shares; 2025Q2: 38,434 shares; 2025Q3: 45,171 shares 45,171 $15.4M 0.38% +6,737 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,911 shares; 2024Q4: 373,780 shares; 2025Q1: 338,609 shares; 2025Q2: 303,967 shares; 2025Q3: 310,459 shares 310,459 $15.3M 0.38% +6,492 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: 21,617 shares; 2024Q4: 21,267 shares; 2025Q1: 36,317 shares; 2025Q2: 58,419 shares; 2025Q3: 73,261 shares 73,261 $14.9M 0.37% +14,842 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: 8,696 shares; 2024Q4: 10,939 shares; 2025Q1: 24,846 shares; 2025Q2: 29,769 shares; 2025Q3: 101,327 shares 101,327 $14.8M 0.36% +71,558 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: 61,467 shares; 2024Q4: 46,192 shares; 2025Q1: 60,828 shares; 2025Q2: 75,032 shares; 2025Q3: 79,566 shares 79,566 $14.8M 0.36% +4,534 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,911 shares; 2024Q4: 122,395 shares; 2025Q1: 207,911 shares; 2025Q2: 214,552 shares; 2025Q3: 217,448 shares 217,448 $14.6M 0.36% +2,896 Timeline MFSV 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: 10,550 shares; 2025Q3: 548,274 shares 548,274 $14.3M 0.35% +537,724 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,319 shares; 2024Q4: 21,985 shares; 2025Q1: 93,419 shares; 2025Q2: 106,399 shares; 2025Q3: 184,895 shares 184,895 $13.8M 0.34% +78,496 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: 10,136 shares; 2024Q4: 10,871 shares; 2025Q1: 18,559 shares; 2025Q2: 18,281 shares; 2025Q3: 28,602 shares 28,602 $13.7M 0.34% +10,321 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: 103,995 shares; 2024Q4: 109,008 shares; 2025Q1: 117,078 shares; 2025Q2: 129,466 shares; 2025Q3: 144,509 shares 144,509 $13.7M 0.34% +15,043 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: 37,838 shares; 2024Q4: 42,050 shares; 2025Q1: 60,810 shares; 2025Q2: 68,948 shares; 2025Q3: 57,647 shares 57,647 $13.7M 0.34% -11,301 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,704 shares; 2024Q4: 43,794 shares; 2025Q1: 86,849 shares; 2025Q2: 181,119 shares; 2025Q3: 204,293 shares 204,293 $13.3M 0.33% +23,174 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: 9,164 shares; 2024Q4: 44,631 shares; 2025Q1: 48,279 shares; 2025Q2: 49,515 shares; 2025Q3: 98,828 shares 98,828 $13.2M 0.32% +49,313 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: 45,880 shares; 2024Q4: 46,210 shares; 2025Q1: 57,636 shares; 2025Q2: 71,341 shares; 2025Q3: 85,427 shares 85,427 $13.1M 0.32% +14,086 Timeline SGOV 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: 7,605 shares; 2024Q4: 3,768 shares; 2025Q1: 3,816 shares; 2025Q2: 13,699 shares; 2025Q3: 128,012 shares 128,012 $12.9M 0.32% +114,313 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: 56,887 shares; 2024Q4: 48,462 shares; 2025Q1: 91,838 shares; 2025Q2: 81,348 shares; 2025Q3: 68,269 shares 68,269 $12.7M 0.31% -13,079 Timeline IVE 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: 5,605 shares; 2024Q4: 6,526 shares; 2025Q1: 47,961 shares; 2025Q2: 57,267 shares; 2025Q3: 61,315 shares 61,315 $12.7M 0.31% +4,048 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: 17,736 shares; 2024Q4: 20,062 shares; 2025Q1: 22,270 shares; 2025Q2: 23,662 shares; 2025Q3: 27,309 shares 27,309 $12.1M 0.3% +3,647 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,670 shares; 2025Q1: not reported; 2025Q2: 137,174 shares; 2025Q3: 223,613 shares 223,613 $12M 0.29% +86,439 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: 4,818 shares; 2024Q4: 4,452 shares; 2025Q1: 6,846 shares; 2025Q2: 10,062 shares; 2025Q3: 12,808 shares 12,808 $11.9M 0.29% +2,746 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,122 shares; 2024Q4: 45,975 shares; 2025Q1: 194,651 shares; 2025Q2: 185,123 shares; 2025Q3: 205,101 shares 205,101 $11.8M 0.29% +19,978 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,815 shares; 2025Q2: 54,936 shares; 2025Q3: 251,687 shares 251,687 $11.7M 0.29% +196,751 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 17,304 shares; 2025Q1: 165,229 shares; 2025Q2: 190,232 shares; 2025Q3: 198,150 shares 198,150 $11.7M 0.29% +7,918 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: 20,718 shares; 2024Q4: 21,868 shares; 2025Q1: 74,664 shares; 2025Q2: 100,118 shares; 2025Q3: 126,442 shares 126,442 $11.6M 0.28% +26,324 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: 65,090 shares; 2024Q4: 75,156 shares; 2025Q1: 133,934 shares; 2025Q2: 155,155 shares; 2025Q3: 151,628 shares 151,628 $11.5M 0.28% -3,527 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: 97,929 shares; 2024Q4: 95,299 shares; 2025Q1: 151,057 shares; 2025Q2: 156,398 shares; 2025Q3: 173,601 shares 173,601 $11.5M 0.28% +17,203 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: 10,131 shares; 2024Q4: 10,923 shares; 2025Q1: 32,294 shares; 2025Q2: 34,380 shares; 2025Q3: 41,217 shares 41,217 $11.5M 0.28% +6,837 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: 535,183 shares; 2024Q4: 216,090 shares; 2025Q1: 223,991 shares; 2025Q2: 232,882 shares; 2025Q3: 241,011 shares 241,011 $11.5M 0.28% +8,129 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: 33,975 shares; 2024Q4: 33,866 shares; 2025Q1: 38,045 shares; 2025Q2: 42,008 shares; 2025Q3: 48,656 shares 48,656 $11.3M 0.28% +6,648 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,906 shares; 2025Q2: 151,475 shares; 2025Q3: 164,316 shares 164,316 $11.2M 0.28% +12,841 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: 101,367 shares; 2024Q4: 99,383 shares; 2025Q1: 131,888 shares; 2025Q2: 161,798 shares; 2025Q3: 163,453 shares 163,453 $11.2M 0.27% +1,655 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: 20,816 shares; 2024Q4: 17,568 shares; 2025Q1: 35,575 shares; 2025Q2: 39,932 shares; 2025Q3: 39,599 shares 39,599 $11.1M 0.27% -333 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: 23,186 shares; 2024Q4: 23,859 shares; 2025Q1: 93,032 shares; 2025Q2: 99,934 shares; 2025Q3: 185,478 shares 185,478 $11.1M 0.27% +85,544 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: 138,427 shares; 2024Q4: 151,419 shares; 2025Q1: 186,563 shares; 2025Q2: 219,493 shares; 2025Q3: 245,188 shares 245,188 $11.1M 0.27% +25,695 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: 3,406 shares; 2024Q4: 3,637 shares; 2025Q1: 6,439 shares; 2025Q2: 7,030 shares; 2025Q3: 9,178 shares 9,178 $11M 0.27% +2,148 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,194 shares; 2024Q4: 177,289 shares; 2025Q1: 241,347 shares; 2025Q2: 267,448 shares; 2025Q3: 286,406 shares 286,406 $10.9M 0.27% +18,958 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: 161,706 shares; 2024Q4: 175,574 shares; 2025Q1: 220,869 shares; 2025Q2: 215,950 shares; 2025Q3: 199,471 shares 199,471 $10.7M 0.26% -16,479 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: 15,013 shares; 2024Q4: 29,041 shares; 2025Q1: 52,566 shares; 2025Q2: 59,246 shares; 2025Q3: 64,510 shares 64,510 $10.7M 0.26% +5,264 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,321 shares; 2024Q4: 32,007 shares; 2025Q1: 74,760 shares; 2025Q2: 78,900 shares; 2025Q3: 108,599 shares 108,599 $10.6M 0.26% +29,699 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,986 shares; 2024Q4: 21,203 shares; 2025Q1: 25,025 shares; 2025Q2: 37,355 shares; 2025Q3: 39,891 shares 39,891 $10.4M 0.26% +2,536 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: 6,671 shares; 2024Q4: 6,434 shares; 2025Q1: 12,621 shares; 2025Q2: 19,494 shares; 2025Q3: 21,616 shares 21,616 $10.3M 0.25% +2,122 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: 19,205 shares; 2024Q4: 12,613 shares; 2025Q1: 22,816 shares; 2025Q2: 29,227 shares; 2025Q3: 34,876 shares 34,876 $10.2M 0.25% +5,649 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: 2,850 shares; 2024Q4: 7,658 shares; 2025Q1: 36,542 shares; 2025Q2: 39,893 shares; 2025Q3: 50,174 shares 50,174 $10.2M 0.25% +10,281 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: 104,577 shares; 2024Q4: 105,664 shares; 2025Q1: 169,187 shares; 2025Q2: 192,479 shares; 2025Q3: 227,552 shares 227,552 $10M 0.25% +35,073 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: 25,498 shares; 2024Q4: 20,461 shares; 2025Q1: 31,401 shares; 2025Q2: 56,161 shares; 2025Q3: 59,742 shares 59,742 $10M 0.25% +3,581 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: 112,464 shares; 2024Q4: 109,384 shares; 2025Q1: 123,242 shares; 2025Q2: 177,269 shares; 2025Q3: 192,747 shares 192,747 $9.94M 0.24% +15,478 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 9,723 shares; 2025Q1: 15,910 shares; 2025Q2: 18,420 shares; 2025Q3: 19,706 shares 19,706 $9.84M 0.24% +1,286 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: 60,725 shares; 2024Q4: 64,624 shares; 2025Q1: 78,377 shares; 2025Q2: 93,693 shares; 2025Q3: 102,936 shares 102,936 $9.8M 0.24% +9,243 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: 134,285 shares; 2024Q4: 133,751 shares; 2025Q1: 156,526 shares; 2025Q2: 155,517 shares; 2025Q3: 143,612 shares 143,612 $9.78M 0.24% -11,905 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,939 shares; 2024Q4: 39,153 shares; 2025Q1: 62,975 shares; 2025Q2: 69,466 shares; 2025Q3: 69,557 shares 69,557 $9.68M 0.24% +91 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: 82,176 shares; 2024Q4: 82,334 shares; 2025Q1: 97,269 shares; 2025Q2: 144,362 shares; 2025Q3: 145,697 shares 145,697 $9.62M 0.24% +1,335 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,048 shares; 2024Q4: 126,549 shares; 2025Q1: 175,163 shares; 2025Q2: 190,599 shares; 2025Q3: 210,429 shares 210,429 $9.62M 0.24% +19,830 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,458 shares; 2024Q4: 98,693 shares; 2025Q1: 102,439 shares; 2025Q2: 87,366 shares; 2025Q3: 100,380 shares 100,380 $9.4M 0.23% +13,014 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: 22,834 shares; 2024Q4: 19,612 shares; 2025Q1: 86,472 shares; 2025Q2: 105,099 shares; 2025Q3: 122,871 shares 122,871 $9.28M 0.23% +17,772 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,655 shares; 2024Q4: 29,023 shares; 2025Q1: 43,759 shares; 2025Q2: 94,345 shares; 2025Q3: 91,109 shares 91,109 $9.25M 0.23% -3,236 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: 18,735 shares; 2024Q4: 17,986 shares; 2025Q1: 25,470 shares; 2025Q2: 26,285 shares; 2025Q3: 31,803 shares 31,803 $8.97M 0.22% +5,518 Timeline DUHP 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: 200,072 shares; 2024Q4: 242,613 shares; 2025Q1: 215,254 shares; 2025Q2: 220,814 shares; 2025Q3: 236,975 shares 236,975 $8.95M 0.22% +16,161 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,248 shares; 2024Q4: 27,816 shares; 2025Q1: 200,088 shares; 2025Q2: 201,937 shares; 2025Q3: 201,841 shares 201,841 $8.92M 0.22% -96 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: 54,668 shares; 2024Q4: 54,867 shares; 2025Q1: 90,914 shares; 2025Q2: 120,873 shares; 2025Q3: 132,558 shares 132,558 $8.89M 0.22% +11,685 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: 45,982 shares; 2024Q4: 42,245 shares; 2025Q1: 40,274 shares; 2025Q2: 60,615 shares; 2025Q3: 71,669 shares 71,669 $8.87M 0.22% +11,054 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: 2,619 shares; 2024Q4: 2,812 shares; 2025Q1: 16,384 shares; 2025Q2: 21,604 shares; 2025Q3: 24,938 shares 24,938 $8.8M 0.22% +3,334 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,543 shares; 2024Q4: 83,114 shares; 2025Q1: 176,182 shares; 2025Q2: 214,643 shares; 2025Q3: 320,635 shares 320,635 $8.75M 0.21% +105,992 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: 37,781 shares; 2024Q4: 35,377 shares; 2025Q1: 101,175 shares; 2025Q2: 111,943 shares; 2025Q3: 132,422 shares 132,422 $8.73M 0.21% +20,479 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: 11,615 shares; 2024Q4: 11,011 shares; 2025Q1: 14,017 shares; 2025Q2: 15,209 shares; 2025Q3: 15,278 shares 15,278 $8.69M 0.21% +69 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 261,726 shares; 2025Q2: 220,854 shares; 2025Q3: 236,763 shares 236,763 $8.69M 0.21% +15,909 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 396,615 shares; 2025Q3: 894,034 shares 894,034 $8.59M 0.21% +497,419 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: 81,357 shares; 2024Q4: 81,089 shares; 2025Q1: 157,749 shares; 2025Q2: 292,264 shares; 2025Q3: 302,144 shares 302,144 $8.55M 0.21% +9,880 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: 13,304 shares; 2024Q4: 14,533 shares; 2025Q1: 16,154 shares; 2025Q2: 17,477 shares; 2025Q3: 19,050 shares 19,050 $8.52M 0.21% +1,573 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: 69,220 shares; 2024Q4: 64,924 shares; 2025Q1: 71,135 shares; 2025Q2: 77,679 shares; 2025Q3: 96,349 shares 96,349 $8.41M 0.21% +18,670 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF 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: 88,094 shares; 2025Q2: 112,900 shares; 2025Q3: 122,153 shares 122,153 $8.39M 0.21% +9,253 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: 88,700 shares; 2024Q4: 93,819 shares; 2025Q1: 118,118 shares; 2025Q2: 137,252 shares; 2025Q3: 93,081 shares 93,081 $8.32M 0.2% -44,171 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares 11 $8.3M 0.2% 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: 1,448 shares; 2024Q4: 1,127 shares; 2025Q1: 3,662 shares; 2025Q2: 5,478 shares; 2025Q3: 7,106 shares 7,106 $8.28M 0.2% +1,628 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: 13,849 shares; 2024Q4: 12,024 shares; 2025Q1: 22,217 shares; 2025Q2: 23,563 shares; 2025Q3: 27,162 shares 27,162 $8.25M 0.2% +3,599 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,805 shares 62,805 $8.18M 0.2% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 198,412 shares; 2025Q2: 203,679 shares; 2025Q3: 224,760 shares 224,760 $8.17M 0.2% +21,081 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: 16,593 shares; 2025Q2: 18,915 shares; 2025Q3: 19,486 shares 19,486 $8.08M 0.2% +571 Timeline IPKW 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: not reported; 2024Q4: not reported; 2025Q1: 130,622 shares; 2025Q2: 139,145 shares; 2025Q3: 149,288 shares 149,288 $7.87M 0.19% +10,143 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,749 shares; 2024Q4: 24,622 shares; 2025Q1: 26,726 shares; 2025Q2: 42,393 shares; 2025Q3: 48,305 shares 48,305 $7.83M 0.19% +5,912 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 471,663 shares; 2025Q2: 524,281 shares; 2025Q3: 581,016 shares 581,016 $7.8M 0.19% +56,735 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: 11,320 shares; 2024Q4: 9,719 shares; 2025Q1: 15,350 shares; 2025Q2: 19,431 shares; 2025Q3: 22,283 shares 22,283 $7.69M 0.19% +2,852 Timeline GUARANTY BANCSHARES INC GUARANTY BANCSHARES INC More: the full row for GUARANTY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,975 shares; 2024Q4: 220,975 shares; 2025Q1: 179,005 shares; 2025Q2: 180,718 shares; 2025Q3: 156,843 shares 156,843 $7.65M 0.19% -23,875 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: 5,562 shares; 2024Q4: 5,767 shares; 2025Q1: 6,234 shares; 2025Q2: 8,691 shares; 2025Q3: 9,575 shares 9,575 $7.62M 0.19% +884 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: 31,251 shares; 2024Q4: 29,507 shares; 2025Q1: 39,371 shares; 2025Q2: 40,868 shares; 2025Q3: 44,359 shares 44,359 $7.58M 0.19% +3,491 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: 4,717 shares; 2024Q4: 52,447 shares; 2025Q1: 53,701 shares; 2025Q2: 56,705 shares; 2025Q3: 69,513 shares 69,513 $7.57M 0.19% +12,808 Timeline RPV 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: 86,170 shares; 2024Q4: 83,487 shares; 2025Q1: 76,629 shares; 2025Q2: 71,617 shares; 2025Q3: 75,917 shares 75,917 $7.54M 0.19% +4,300 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: 34,186 shares; 2024Q4: 38,729 shares; 2025Q1: 49,720 shares; 2025Q2: 53,974 shares; 2025Q3: 59,259 shares 59,259 $7.51M 0.18% +5,285 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: 29,461 shares; 2024Q4: 29,193 shares; 2025Q1: 41,144 shares; 2025Q2: 43,162 shares; 2025Q3: 35,855 shares 35,855 $7.5M 0.18% -7,307 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: 3,636 shares; 2024Q4: 2,674 shares; 2025Q1: 5,502 shares; 2025Q2: 5,889 shares; 2025Q3: 31,590 shares 31,590 $7.47M 0.18% +25,701 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: 164,658 shares; 2024Q4: 188,598 shares; 2025Q1: 76,558 shares; 2025Q2: 85,621 shares; 2025Q3: 100,553 shares 100,553 $7.39M 0.18% +14,932 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,044 shares; 2025Q1: 1,009 shares; 2025Q2: 1,238 shares; 2025Q3: 1,363 shares 1,363 $7.36M 0.18% +125 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,289 shares; 2024Q4: 26,116 shares; 2025Q1: not reported; 2025Q2: 98,144 shares; 2025Q3: 86,955 shares 86,955 $7.33M 0.18% -11,189 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,309 shares; 2024Q4: 185,583 shares; 2025Q1: 195,290 shares; 2025Q2: 272,118 shares; 2025Q3: 171,675 shares 171,675 $7.27M 0.18% -100,443 Timeline DUSB 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: 284,028 shares; 2024Q4: 147,684 shares; 2025Q1: 166,494 shares; 2025Q2: 113,695 shares; 2025Q3: 139,635 shares 139,635 $7.09M 0.17% +25,940 Timeline XSMO 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: 9,116 shares; 2024Q4: 9,229 shares; 2025Q1: 9,836 shares; 2025Q2: 86,042 shares; 2025Q3: 95,291 shares 95,291 $7.01M 0.17% +9,249 Timeline EES 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,235 shares 125,235 $7M 0.17% new 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: 16,209 shares; 2024Q4: 17,286 shares; 2025Q1: 54,719 shares; 2025Q2: 57,716 shares; 2025Q3: 76,101 shares 76,101 $6.96M 0.17% +18,385 Timeline PWV 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: 121,550 shares; 2024Q4: 117,683 shares; 2025Q1: 112,502 shares; 2025Q2: 100,174 shares; 2025Q3: 106,525 shares 106,525 $6.95M 0.17% +6,351 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: 26,431 shares; 2024Q4: 86,351 shares; 2025Q1: 282,193 shares; 2025Q2: 286,486 shares; 2025Q3: 293,770 shares 293,770 $6.84M 0.17% +7,284 Timeline TLT 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: 44,373 shares; 2024Q4: 48,459 shares; 2025Q1: 46,574 shares; 2025Q2: 56,952 shares; 2025Q3: 75,954 shares 75,954 $6.79M 0.17% +19,002 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: 58,805 shares; 2024Q4: 66,412 shares; 2025Q1: 71,491 shares; 2025Q2: 73,948 shares; 2025Q3: 82,025 shares 82,025 $6.76M 0.17% +8,077 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: 42,609 shares; 2024Q4: 36,591 shares; 2025Q1: 45,500 shares; 2025Q2: 67,081 shares; 2025Q3: 79,966 shares 79,966 $6.71M 0.16% +12,885 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: 6,023 shares; 2024Q4: 6,411 shares; 2025Q1: 9,264 shares; 2025Q2: 20,063 shares; 2025Q3: 22,294 shares 22,294 $6.71M 0.16% +2,231 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: 14,687 shares; 2024Q4: 15,635 shares; 2025Q1: 27,314 shares; 2025Q2: 45,626 shares; 2025Q3: 92,086 shares 92,086 $6.7M 0.16% +46,460 Timeline XT 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: 80,782 shares; 2025Q2: 85,960 shares; 2025Q3: 92,224 shares 92,224 $6.63M 0.16% +6,264 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: 7,312 shares; 2024Q4: 9,931 shares; 2025Q1: 10,819 shares; 2025Q2: 12,291 shares; 2025Q3: 13,449 shares 13,449 $6.6M 0.16% +1,158 Timeline PSQ 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: not reported; 2025Q2: 120,810 shares; 2025Q3: 211,484 shares 211,484 $6.56M 0.16% +90,674 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,009 shares; 2024Q4: 34,215 shares; 2025Q1: 68,769 shares; 2025Q2: 136,579 shares; 2025Q3: 274,015 shares 274,015 $6.56M 0.16% +137,436 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,535 shares; 2025Q1: 57,629 shares; 2025Q2: 65,159 shares; 2025Q3: 67,600 shares 67,600 $6.54M 0.16% +2,441 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,393 shares; 2024Q4: 29,304 shares; 2025Q1: 29,686 shares; 2025Q2: 32,282 shares; 2025Q3: 34,326 shares 34,326 $6.53M 0.16% +2,044 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: 6,331 shares; 2024Q4: 5,568 shares; 2025Q1: 15,655 shares; 2025Q2: 24,324 shares; 2025Q3: 30,215 shares 30,215 $6.36M 0.16% +5,891 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,535 shares; 2024Q4: 190,364 shares; 2025Q1: 206,823 shares; 2025Q2: 192,994 shares; 2025Q3: 245,332 shares 245,332 $6.33M 0.16% +52,338 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: 14,408 shares; 2024Q4: 17,212 shares; 2025Q1: 34,175 shares; 2025Q2: 29,053 shares; 2025Q3: 29,236 shares 29,236 $6.31M 0.15% +183 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: 50,435 shares; 2024Q4: 50,791 shares; 2025Q1: 84,994 shares; 2025Q2: 86,774 shares; 2025Q3: 115,972 shares 115,972 $6.28M 0.15% +29,198 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 3,050 shares; 2025Q1: 6,984 shares; 2025Q2: 6,173 shares; 2025Q3: 6,791 shares 6,791 $6.25M 0.15% +618 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 607 shares; 2025Q1: 5,843 shares; 2025Q2: 6,082 shares; 2025Q3: 6,536 shares 6,536 $6.24M 0.15% +454 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,003 shares; 2024Q4: 10,552 shares; 2025Q1: 62,148 shares; 2025Q2: 78,757 shares; 2025Q3: 98,186 shares 98,186 $6.22M 0.15% +19,429 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: 10,765 shares; 2024Q4: 11,864 shares; 2025Q1: 57,044 shares; 2025Q2: 57,782 shares; 2025Q3: 64,520 shares 64,520 $6.16M 0.15% +6,738 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: 3,929 shares; 2024Q4: 3,823 shares; 2025Q1: 12,134 shares; 2025Q2: 17,676 shares; 2025Q3: 21,762 shares 21,762 $6.14M 0.15% +4,086 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: 29,692 shares; 2024Q4: 29,385 shares; 2025Q1: 41,576 shares; 2025Q2: 79,710 shares; 2025Q3: 106,961 shares 106,961 $6.11M 0.15% +27,251 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: 10,749 shares; 2024Q4: 13,126 shares; 2025Q1: 15,577 shares; 2025Q2: 19,887 shares; 2025Q3: 22,335 shares 22,335 $6.09M 0.15% +2,448 Timeline USMV 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: 11,504 shares; 2024Q4: 11,269 shares; 2025Q1: 61,703 shares; 2025Q2: 66,425 shares; 2025Q3: 63,900 shares 63,900 $6.08M 0.15% -2,525 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,983 shares; 2024Q4: 122,795 shares; 2025Q1: 136,689 shares; 2025Q2: 157,117 shares; 2025Q3: 180,284 shares 180,284 $6.03M 0.15% +23,167 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 15,066 shares; 2025Q1: 32,059 shares; 2025Q2: 32,802 shares; 2025Q3: 34,822 shares 34,822 $5.83M 0.14% +2,020 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: 18,206 shares; 2024Q4: 72,147 shares; 2025Q1: 93,320 shares; 2025Q2: 192,423 shares; 2025Q3: 182,010 shares 182,010 $5.81M 0.14% -10,413 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,574 shares; 2024Q4: 111,827 shares; 2025Q1: 109,145 shares; 2025Q2: 115,902 shares; 2025Q3: 124,771 shares 124,771 $5.77M 0.14% +8,869 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: 8,085 shares; 2024Q4: 8,240 shares; 2025Q1: 13,080 shares; 2025Q2: 24,149 shares; 2025Q3: 26,466 shares 26,466 $5.71M 0.14% +2,317 Timeline FMAG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,155 shares; 2024Q4: not reported; 2025Q1: 135,332 shares; 2025Q2: 142,452 shares; 2025Q3: 161,201 shares 161,201 $5.68M 0.14% +18,749 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,532 shares; 2025Q1: 47,073 shares; 2025Q2: 48,134 shares; 2025Q3: 49,021 shares 49,021 $5.61M 0.14% +887 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: 13,121 shares; 2024Q4: 14,704 shares; 2025Q1: 26,952 shares; 2025Q2: 41,380 shares; 2025Q3: 39,522 shares 39,522 $5.6M 0.14% -1,858 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: 26,690 shares; 2024Q4: 25,671 shares; 2025Q1: 27,469 shares; 2025Q2: 36,461 shares; 2025Q3: 38,701 shares 38,701 $5.59M 0.14% +2,240 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: 42,829 shares; 2024Q4: 48,900 shares; 2025Q1: 30,188 shares; 2025Q2: 42,855 shares; 2025Q3: 41,035 shares 41,035 $5.58M 0.14% -1,820 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: 7,542 shares; 2024Q4: 8,821 shares; 2025Q1: 19,774 shares; 2025Q2: 20,867 shares; 2025Q3: 22,106 shares 22,106 $5.56M 0.14% +1,239 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,565 shares; 2025Q1: 3,235 shares; 2025Q2: 3,938 shares; 2025Q3: 22,496 shares 22,496 $5.56M 0.14% +18,558 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: 14,139 shares; 2024Q4: 18,883 shares; 2025Q1: 71,931 shares; 2025Q2: 79,689 shares; 2025Q3: 81,780 shares 81,780 $5.55M 0.14% +2,091 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 8,243 shares; 2025Q1: 8,612 shares; 2025Q2: 11,557 shares; 2025Q3: 19,747 shares 19,747 $5.53M 0.14% +8,190 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: 168,591 shares; 2024Q4: 163,190 shares; 2025Q1: 173,760 shares; 2025Q2: 198,651 shares; 2025Q3: 216,607 shares 216,607 $5.52M 0.14% +17,956 Timeline SHYG 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: 83,164 shares; 2024Q4: 84,412 shares; 2025Q1: 101,967 shares; 2025Q2: 112,380 shares; 2025Q3: 126,806 shares 126,806 $5.49M 0.13% +14,426 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: 41,623 shares; 2024Q4: 43,783 shares; 2025Q1: 36,428 shares; 2025Q2: 21,091 shares; 2025Q3: 22,630 shares 22,630 $5.48M 0.13% +1,539 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: 8,432 shares; 2024Q4: 8,131 shares; 2025Q1: 9,377 shares; 2025Q2: 12,118 shares; 2025Q3: 11,779 shares 11,779 $5.46M 0.13% -339 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: 7,292 shares; 2024Q4: 6,279 shares; 2025Q1: 11,467 shares; 2025Q2: 13,777 shares; 2025Q3: 16,183 shares 16,183 $5.38M 0.13% +2,406 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 41,244 shares; 2025Q3: 46,058 shares 46,058 $5.34M 0.13% +4,814 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: 6,770 shares; 2024Q4: 7,146 shares; 2025Q1: 17,216 shares; 2025Q2: 18,212 shares; 2025Q3: 25,316 shares 25,316 $5.28M 0.13% +7,104 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,481 shares; 2025Q1: 17,808 shares; 2025Q2: 13,894 shares; 2025Q3: 15,298 shares 15,298 $5.28M 0.13% +1,404 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,372 shares; 2025Q1: 10,440 shares; 2025Q2: 12,969 shares; 2025Q3: 16,849 shares 16,849 $5.27M 0.13% +3,880 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 7,544 shares; 2025Q1: 7,338 shares; 2025Q2: 11,734 shares; 2025Q3: 12,240 shares 12,240 $5.17M 0.13% +506 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: 11,291 shares; 2024Q4: 13,201 shares; 2025Q1: 21,965 shares; 2025Q2: 28,112 shares; 2025Q3: 26,244 shares 26,244 $5.14M 0.13% -1,868 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,983 shares; 2024Q4: 23,510 shares; 2025Q1: 45,750 shares; 2025Q2: 48,051 shares; 2025Q3: 45,883 shares 45,883 $5.09M 0.12% -2,168 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: 28,283 shares; 2024Q4: 29,707 shares; 2025Q1: 34,223 shares; 2025Q2: 39,681 shares; 2025Q3: 44,112 shares 44,112 $5.05M 0.12% +4,431 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: 18,576 shares; 2024Q4: 2,012 shares; 2025Q1: 2,482 shares; 2025Q2: 6,327 shares; 2025Q3: 8,181 shares 8,181 $5.03M 0.12% +1,854 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: 71,192 shares; 2024Q4: 70,925 shares; 2025Q1: 119,242 shares; 2025Q2: 144,683 shares; 2025Q3: 178,039 shares 178,039 $5.03M 0.12% +33,356 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,237 shares; 2024Q4: 41,298 shares; 2025Q1: 70,479 shares; 2025Q2: 74,201 shares; 2025Q3: 74,386 shares 74,386 $5.01M 0.12% +185 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,464 shares; 2025Q1: 6,981 shares; 2025Q2: 6,431 shares; 2025Q3: 6,661 shares 6,661 $4.97M 0.12% +230 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: 27,755 shares; 2024Q4: 50,195 shares; 2025Q1: 151,214 shares; 2025Q2: 158,950 shares; 2025Q3: 389,245 shares 389,245 $4.97M 0.12% +230,295 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 7,403 shares; 2025Q1: 23,078 shares; 2025Q2: 38,156 shares; 2025Q3: 60,792 shares 60,792 $4.8M 0.12% +22,636 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: 30,988 shares; 2024Q4: 27,596 shares; 2025Q1: 26,544 shares; 2025Q2: 29,218 shares; 2025Q3: 30,609 shares 30,609 $4.75M 0.12% +1,391 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: 1,879 shares; 2024Q4: 1,846 shares; 2025Q1: 4,138 shares; 2025Q2: 6,025 shares; 2025Q3: 6,143 shares 6,143 $4.75M 0.12% +118 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: 4,595 shares; 2024Q4: 3,542 shares; 2025Q1: 7,591 shares; 2025Q2: 9,408 shares; 2025Q3: 10,214 shares 10,214 $4.67M 0.11% +806 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: 1,115 shares; 2024Q4: 1,025 shares; 2025Q1: 1,014 shares; 2025Q2: 1,063 shares; 2025Q3: 1,088 shares 1,088 $4.67M 0.11% +25 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: 14,766 shares; 2024Q4: 22,257 shares; 2025Q1: 40,439 shares; 2025Q2: 41,279 shares; 2025Q3: 49,138 shares 49,138 $4.65M 0.11% +7,859 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,223 shares; 2024Q4: 19,954 shares; 2025Q1: 26,059 shares; 2025Q2: 26,667 shares; 2025Q3: 38,461 shares 38,461 $4.62M 0.11% +11,794 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,932 shares; 2024Q4: 49,197 shares; 2025Q1: 57,283 shares; 2025Q2: 72,669 shares; 2025Q3: 79,428 shares 79,428 $4.57M 0.11% +6,759 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,653 shares; 2025Q1: 20,389 shares; 2025Q2: 20,326 shares; 2025Q3: 24,167 shares 24,167 $4.57M 0.11% +3,841 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: 21,228 shares; 2024Q4: 21,206 shares; 2025Q1: 28,447 shares; 2025Q2: 26,826 shares; 2025Q3: 25,524 shares 25,524 $4.56M 0.11% -1,302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,974 shares; 2025Q3: 32,973 shares 32,973 $4.54M 0.11% +999 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 42,787 shares; 2025Q3: 31,690 shares 31,690 $4.53M 0.11% -11,097 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: 9,045 shares; 2024Q4: 10,588 shares; 2025Q1: 34,093 shares; 2025Q2: 32,584 shares; 2025Q3: 22,079 shares 22,079 $4.52M 0.11% -10,505 Timeline MRC GLOBAL INC MRC GLOBAL INC More: the full row for MRC GLOBAL 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: 32,000 shares; 2025Q2: 419,719 shares; 2025Q3: 312,700 shares 312,700 $4.51M 0.11% -107,019 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: 11,089 shares; 2024Q4: 12,781 shares; 2025Q1: 31,562 shares; 2025Q2: 34,394 shares; 2025Q3: 36,196 shares 36,196 $4.48M 0.11% +1,802 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: 13,708 shares; 2024Q4: 17,621 shares; 2025Q1: 21,937 shares; 2025Q2: 24,885 shares; 2025Q3: 27,495 shares 27,495 $4.45M 0.11% +2,610 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: 35,577 shares; 2024Q4: 31,107 shares; 2025Q1: 34,911 shares; 2025Q2: 46,018 shares; 2025Q3: 47,506 shares 47,506 $4.44M 0.11% +1,488 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,614 shares; 2024Q4: 27,366 shares; 2025Q1: 57,169 shares; 2025Q2: 114,833 shares; 2025Q3: 128,444 shares 128,444 $4.41M 0.11% +13,611 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 13,266 shares; 2025Q1: 20,062 shares; 2025Q2: 20,283 shares; 2025Q3: 19,721 shares 19,721 $4.38M 0.11% -562 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: 15,651 shares; 2024Q4: 11,902 shares; 2025Q1: 23,070 shares; 2025Q2: 27,753 shares; 2025Q3: 32,346 shares 32,346 $4.33M 0.11% +4,593 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,602 shares; 2024Q4: 40,656 shares; 2025Q1: 55,358 shares; 2025Q2: 61,695 shares; 2025Q3: 58,986 shares 58,986 $4.26M 0.1% -2,709 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: 9,584 shares; 2024Q4: 12,927 shares; 2025Q1: 19,254 shares; 2025Q2: 25,571 shares; 2025Q3: 27,498 shares 27,498 $4.24M 0.1% +1,927 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY 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: 109,916 shares; 2025Q2: 112,877 shares; 2025Q3: 140,031 shares 140,031 $4.2M 0.1% +27,154 Timeline IUSB 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: 59,612 shares; 2024Q4: 65,425 shares; 2025Q1: 89,309 shares; 2025Q2: 91,637 shares; 2025Q3: 89,792 shares 89,792 $4.19M 0.1% -1,845 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 6,204 shares; 2025Q1: 11,196 shares; 2025Q2: 14,118 shares; 2025Q3: 17,482 shares 17,482 $4.18M 0.1% +3,364 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,245 shares; 2025Q1: 110,821 shares; 2025Q2: 164,107 shares; 2025Q3: 166,977 shares 166,977 $4.13M 0.1% +2,870 Timeline DOG 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: not reported; 2025Q2: not reported; 2025Q3: 169,209 shares 169,209 $4.12M 0.1% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,806 shares; 2024Q4: 24,819 shares; 2025Q1: 34,221 shares; 2025Q2: 34,772 shares; 2025Q3: 36,511 shares 36,511 $4.11M 0.1% +1,739 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,876 shares; 2024Q4: 20,199 shares; 2025Q1: 22,158 shares; 2025Q2: 23,722 shares; 2025Q3: 12,007 shares 12,007 $4.09M 0.1% -11,715 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,151 shares; 2024Q4: 8,487 shares; 2025Q1: 26,515 shares; 2025Q2: 25,629 shares; 2025Q3: 31,654 shares 31,654 $4.06M 0.1% +6,025 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,630 shares; 2024Q4: 50,836 shares; 2025Q1: 56,640 shares; 2025Q2: 51,641 shares; 2025Q3: 44,129 shares 44,129 $4.03M 0.1% -7,512 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,975 shares; 2024Q4: 209,948 shares; 2025Q1: 218,721 shares; 2025Q2: 236,851 shares; 2025Q3: 266,917 shares 266,917 $3.99M 0.1% +30,066 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: 8,175 shares; 2024Q4: 8,161 shares; 2025Q1: 14,151 shares; 2025Q2: 14,994 shares; 2025Q3: 20,217 shares 20,217 $3.93M 0.1% +5,223 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,901 shares; 2025Q2: 105,212 shares; 2025Q3: 137,316 shares 137,316 $3.9M 0.1% +32,104 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,024 shares; 2024Q4: 52,362 shares; 2025Q1: 83,248 shares; 2025Q2: 107,306 shares; 2025Q3: 110,709 shares 110,709 $3.88M 0.1% +3,403 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,099 shares; 2025Q1: 3,456 shares; 2025Q2: 5,092 shares; 2025Q3: 7,939 shares 7,939 $3.86M 0.09% +2,847 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: 1,780 shares; 2024Q4: 1,776 shares; 2025Q1: 10,927 shares; 2025Q2: 16,111 shares; 2025Q3: 17,915 shares 17,915 $3.81M 0.09% +1,804 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: 1,325 shares; 2024Q4: 1,452 shares; 2025Q1: 2,373 shares; 2025Q2: 12,246 shares; 2025Q3: 12,322 shares 12,322 $3.76M 0.09% +76 Timeline HDV 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: 25,853 shares; 2024Q4: 28,731 shares; 2025Q1: 29,728 shares; 2025Q2: 29,524 shares; 2025Q3: 30,630 shares 30,630 $3.75M 0.09% +1,106 Timeline JAVA 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: 34,363 shares; 2024Q4: 27,638 shares; 2025Q1: 32,635 shares; 2025Q2: 48,031 shares; 2025Q3: 54,218 shares 54,218 $3.74M 0.09% +6,187 Timeline SGOL ETFS GOLD TR More: the full row for ETFS 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: 101,521 shares; 2025Q2: 99,103 shares; 2025Q3: 101,096 shares 101,096 $3.72M 0.09% +1,993 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,323 shares; 2024Q4: 9,007 shares; 2025Q1: 9,013 shares; 2025Q2: 99,691 shares; 2025Q3: 99,276 shares 99,276 $3.71M 0.09% -415 Timeline ACWX 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: 46,359 shares; 2024Q4: 44,970 shares; 2025Q1: 55,275 shares; 2025Q2: 53,885 shares; 2025Q3: 56,976 shares 56,976 $3.7M 0.09% +3,091 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,134 shares; 2025Q2: 20,740 shares; 2025Q3: 37,736 shares 37,736 $3.68M 0.09% +16,996 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: 15,365 shares; 2024Q4: 13,387 shares; 2025Q1: 22,280 shares; 2025Q2: 23,127 shares; 2025Q3: 26,145 shares 26,145 $3.67M 0.09% +3,018 Timeline IGIB 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: 9,511 shares; 2024Q4: 8,545 shares; 2025Q1: 8,333 shares; 2025Q2: 8,928 shares; 2025Q3: 67,771 shares 67,771 $3.67M 0.09% +58,843 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 11,956 shares; 2025Q1: 29,971 shares; 2025Q2: 35,729 shares; 2025Q3: 42,468 shares 42,468 $3.66M 0.09% +6,739 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: 19,801 shares; 2024Q4: 22,111 shares; 2025Q1: 24,723 shares; 2025Q2: 26,399 shares; 2025Q3: 43,622 shares 43,622 $3.66M 0.09% +17,223 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,524 shares; 2025Q1: 85,929 shares; 2025Q2: 73,561 shares; 2025Q3: 73,860 shares 73,860 $3.64M 0.09% +299 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: 1,273 shares; 2024Q4: 927 shares; 2025Q1: 2,874 shares; 2025Q2: 5,386 shares; 2025Q3: 7,467 shares 7,467 $3.62M 0.09% +2,081 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL 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: 19,447 shares; 2025Q3: 31,362 shares 31,362 $3.61M 0.09% +11,915 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,655 shares; 2025Q2: 87,332 shares; 2025Q3: 98,965 shares 98,965 $3.59M 0.09% +11,633 Timeline SHY 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: 10,153 shares; 2024Q4: 12,792 shares; 2025Q1: 41,248 shares; 2025Q2: 44,549 shares; 2025Q3: 43,085 shares 43,085 $3.57M 0.09% -1,464 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,894 shares; 2024Q4: 38,463 shares; 2025Q1: 39,668 shares; 2025Q2: 40,803 shares; 2025Q3: 42,121 shares 42,121 $3.54M 0.09% +1,318 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,486 shares; 2024Q4: 6,418 shares; 2025Q1: 9,237 shares; 2025Q2: 9,702 shares; 2025Q3: 19,854 shares 19,854 $3.54M 0.09% +10,152 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: 7,041 shares; 2024Q4: 6,433 shares; 2025Q1: 9,567 shares; 2025Q2: 20,593 shares; 2025Q3: 22,200 shares 22,200 $3.53M 0.09% +1,607 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 10,695 shares; 2025Q1: 31,468 shares; 2025Q2: 56,098 shares; 2025Q3: 55,584 shares 55,584 $3.52M 0.09% -514 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: 51,951 shares; 2024Q4: 68,251 shares; 2025Q1: 54,798 shares; 2025Q2: 314,466 shares; 2025Q3: 287,468 shares 287,468 $3.51M 0.09% -26,998 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,046 shares; 2024Q4: 9,714 shares; 2025Q1: 13,578 shares; 2025Q2: 14,186 shares; 2025Q3: 14,546 shares 14,546 $3.49M 0.09% +360 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS 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: 4,200 shares; 2025Q3: 19,598 shares 19,598 $3.48M 0.09% +15,398 Timeline XOP 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: 7,733 shares; 2024Q4: 7,657 shares; 2025Q1: 34,873 shares; 2025Q2: 26,793 shares; 2025Q3: 26,127 shares 26,127 $3.45M 0.08% -666 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: 17,529 shares; 2024Q4: 17,055 shares; 2025Q1: 20,223 shares; 2025Q2: 25,266 shares; 2025Q3: 24,645 shares 24,645 $3.45M 0.08% -621 Timeline USFR 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: 9,138 shares; 2024Q4: 8,264 shares; 2025Q1: 31,485 shares; 2025Q2: 38,423 shares; 2025Q3: 68,558 shares 68,558 $3.45M 0.08% +30,135 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: 6,418 shares; 2024Q4: 8,136 shares; 2025Q1: 10,750 shares; 2025Q2: 13,409 shares; 2025Q3: 17,129 shares 17,129 $3.44M 0.08% +3,720 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,948 shares; 2024Q4: 24,697 shares; 2025Q1: 78,592 shares; 2025Q2: 72,953 shares; 2025Q3: 79,183 shares 79,183 $3.44M 0.08% +6,230 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: 85,252 shares; 2024Q4: 86,369 shares; 2025Q1: 103,253 shares; 2025Q2: 106,332 shares; 2025Q3: 102,033 shares 102,033 $3.42M 0.08% -4,299 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,625 shares; 2024Q4: 14,878 shares; 2025Q1: 15,534 shares; 2025Q2: 16,467 shares; 2025Q3: 22,395 shares 22,395 $3.41M 0.08% +5,928 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,373 shares; 2024Q4: 179,190 shares; 2025Q1: 196,657 shares; 2025Q2: 220,148 shares; 2025Q3: 227,785 shares 227,785 $3.4M 0.08% +7,637 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 6,169 shares; 2025Q1: 6,131 shares; 2025Q2: 50,700 shares; 2025Q3: 49,097 shares 49,097 $3.38M 0.08% -1,603 Timeline WAB WABTEC More: the full row for WABTEC 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: 11,829 shares; 2025Q3: 16,672 shares 16,672 $3.34M 0.08% +4,843 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,301 shares 29,301 $3.33M 0.08% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF 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: 96,464 shares; 2025Q3: 105,947 shares 105,947 $3.3M 0.08% +9,483 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,798 shares; 2025Q1: 8,438 shares; 2025Q2: 8,546 shares; 2025Q3: 12,709 shares 12,709 $3.3M 0.08% +4,163 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: 20,816 shares; 2024Q4: 22,403 shares; 2025Q1: 47,813 shares; 2025Q2: 45,131 shares; 2025Q3: 46,592 shares 46,592 $3.25M 0.08% +1,461 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE 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: 119,770 shares; 2025Q2: 115,889 shares; 2025Q3: 128,286 shares 128,286 $3.23M 0.08% +12,397 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,069 shares; 2024Q4: 35,243 shares; 2025Q1: 46,815 shares; 2025Q2: 48,786 shares; 2025Q3: 49,649 shares 49,649 $3.21M 0.08% +863 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: 20,168 shares; 2024Q4: 19,802 shares; 2025Q1: 22,678 shares; 2025Q2: 22,092 shares; 2025Q3: 22,501 shares 22,501 $3.2M 0.08% +409 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,689 shares; 2024Q4: 292,964 shares; 2025Q1: 318,983 shares; 2025Q2: 329,379 shares; 2025Q3: 337,100 shares 337,100 $3.2M 0.08% +7,721 Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,034 shares; 2024Q4: 137,873 shares; 2025Q1: 147,895 shares; 2025Q2: 132,179 shares; 2025Q3: 130,134 shares 130,134 $3.18M 0.08% -2,045 Timeline SPLV 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: 11,266 shares; 2024Q4: 15,362 shares; 2025Q1: 45,257 shares; 2025Q2: 44,860 shares; 2025Q3: 43,123 shares 43,123 $3.17M 0.08% -1,737 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,952 shares; 2024Q4: 10,667 shares; 2025Q1: 12,401 shares; 2025Q2: 14,125 shares; 2025Q3: 17,244 shares 17,244 $3.17M 0.08% +3,119 Timeline IJS 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: 4,346 shares; 2024Q4: 4,461 shares; 2025Q1: 4,155 shares; 2025Q2: 25,361 shares; 2025Q3: 28,563 shares 28,563 $3.16M 0.08% +3,202 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,211 shares; 2024Q4: 39,628 shares; 2025Q1: 40,647 shares; 2025Q2: 41,299 shares; 2025Q3: 38,090 shares 38,090 $3.14M 0.08% -3,209 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: 110,245 shares; 2024Q4: 108,182 shares; 2025Q1: 260,511 shares; 2025Q2: 266,954 shares; 2025Q3: 262,453 shares 262,453 $3.14M 0.08% -4,501 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,765 shares; 2024Q4: 30,607 shares; 2025Q1: 40,907 shares; 2025Q2: 42,258 shares; 2025Q3: 41,530 shares 41,530 $3.13M 0.08% -728 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: 35,970 shares; 2024Q4: 36,362 shares; 2025Q1: 56,331 shares; 2025Q2: 59,600 shares; 2025Q3: 61,805 shares 61,805 $3.12M 0.08% +2,205 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT 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: 11,831 shares; 2025Q2: 11,943 shares; 2025Q3: 83,192 shares 83,192 $3.11M 0.08% +71,249 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,035 shares; 2025Q2: 33,177 shares; 2025Q3: 35,517 shares 35,517 $3.08M 0.08% +2,340 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL 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: 30,461 shares; 2025Q2: 34,135 shares; 2025Q3: 48,055 shares 48,055 $3.08M 0.08% +13,920 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: 4,650 shares; 2024Q4: 4,354 shares; 2025Q1: 6,186 shares; 2025Q2: 10,903 shares; 2025Q3: 12,479 shares 12,479 $3.08M 0.08% +1,576 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,430 shares; 2024Q4: 49,042 shares; 2025Q1: 40,148 shares; 2025Q2: 41,736 shares; 2025Q3: 39,855 shares 39,855 $3.07M 0.08% -1,881 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 5,482 shares; 2025Q1: 9,830 shares; 2025Q2: 48,674 shares; 2025Q3: 53,687 shares 53,687 $3.05M 0.07% +5,013 Timeline XLP 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: 23,857 shares; 2024Q4: 27,934 shares; 2025Q1: 36,840 shares; 2025Q2: 39,497 shares; 2025Q3: 38,746 shares 38,746 $3.04M 0.07% -751 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: 7,422 shares; 2024Q4: 8,101 shares; 2025Q1: 12,100 shares; 2025Q2: 13,368 shares; 2025Q3: 35,582 shares 35,582 $3.01M 0.07% +22,214 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,393 shares; 2025Q2: 11,308 shares; 2025Q3: 12,464 shares 12,464 $2.94M 0.07% +1,156 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,361 shares; 2024Q4: 29,741 shares; 2025Q1: 31,950 shares; 2025Q2: 48,242 shares; 2025Q3: 49,052 shares 49,052 $2.94M 0.07% +810 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,663 shares; 2024Q4: 54,558 shares; 2025Q1: 62,026 shares; 2025Q2: 68,760 shares; 2025Q3: 67,516 shares 67,516 $2.91M 0.07% -1,244 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: 12,587 shares; 2024Q4: 15,303 shares; 2025Q1: 18,425 shares; 2025Q2: 15,685 shares; 2025Q3: 27,052 shares 27,052 $2.88M 0.07% +11,367 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: 35,537 shares; 2024Q4: 34,976 shares; 2025Q1: 36,693 shares; 2025Q2: 36,874 shares; 2025Q3: 36,718 shares 36,718 $2.88M 0.07% -156 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,336 shares; 2024Q4: 24,782 shares; 2025Q1: 37,662 shares; 2025Q2: 38,989 shares; 2025Q3: 48,367 shares 48,367 $2.86M 0.07% +9,378 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: 3,802 shares; 2024Q4: 2,970 shares; 2025Q1: 3,899 shares; 2025Q2: 4,827 shares; 2025Q3: 7,643 shares 7,643 $2.86M 0.07% +2,816 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,350 shares; 2024Q4: 36,350 shares; 2025Q1: 39,496 shares; 2025Q2: 67,709 shares; 2025Q3: 76,585 shares 76,585 $2.85M 0.07% +8,876 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: 3,882 shares; 2024Q4: 4,031 shares; 2025Q1: 9,138 shares; 2025Q2: 8,800 shares; 2025Q3: 9,885 shares 9,885 $2.85M 0.07% +1,085 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 3,778 shares; 2025Q1: 5,879 shares; 2025Q2: 56,300 shares; 2025Q3: 57,551 shares 57,551 $2.82M 0.07% +1,251 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 6,698 shares; 2025Q1: 9,318 shares; 2025Q2: 9,639 shares; 2025Q3: 8,640 shares 8,640 $2.82M 0.07% -999 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 4,221 shares; 2025Q1: 24,337 shares; 2025Q2: 26,872 shares; 2025Q3: 23,792 shares 23,792 $2.82M 0.07% -3,080 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,461 shares; 2024Q4: 23,143 shares; 2025Q1: 41,304 shares; 2025Q2: 39,330 shares; 2025Q3: 46,179 shares 46,179 $2.81M 0.07% +6,849 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,195 shares; 2024Q4: 13,879 shares; 2025Q1: 17,800 shares; 2025Q2: 17,607 shares; 2025Q3: 24,423 shares 24,423 $2.8M 0.07% +6,816 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,201 shares 55,201 $2.78M 0.07% new Timeline MBB 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: 24,430 shares; 2024Q4: 23,461 shares; 2025Q1: 24,826 shares; 2025Q2: 23,008 shares; 2025Q3: 29,007 shares 29,007 $2.76M 0.07% +5,999 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,019 shares; 2025Q1: 69,781 shares; 2025Q2: 52,732 shares; 2025Q3: 52,468 shares 52,468 $2.75M 0.07% -264 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: 16,342 shares; 2024Q4: 16,226 shares; 2025Q1: 24,963 shares; 2025Q2: 28,191 shares; 2025Q3: 30,564 shares 30,564 $2.74M 0.07% +2,373 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: 91,947 shares; 2024Q4: 104,112 shares; 2025Q1: 134,813 shares; 2025Q2: 56,167 shares; 2025Q3: 56,682 shares 56,682 $2.74M 0.07% +515 Timeline VDC 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: 10,921 shares; 2024Q4: 11,245 shares; 2025Q1: 26,164 shares; 2025Q2: 12,773 shares; 2025Q3: 12,813 shares 12,813 $2.74M 0.07% +40 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,462 shares; 2024Q4: 15,988 shares; 2025Q1: 37,004 shares; 2025Q2: 36,565 shares; 2025Q3: 38,251 shares 38,251 $2.74M 0.07% +1,686 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: 22,368 shares; 2024Q4: 17,473 shares; 2025Q1: 27,692 shares; 2025Q2: 29,113 shares; 2025Q3: 32,630 shares 32,630 $2.73M 0.07% +3,517 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,446 shares; 2025Q1: 24,371 shares; 2025Q2: 23,105 shares; 2025Q3: 28,203 shares 28,203 $2.72M 0.07% +5,098 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,354 shares; 2024Q4: 18,058 shares; 2025Q1: 24,056 shares; 2025Q2: 26,731 shares; 2025Q3: 31,107 shares 31,107 $2.71M 0.07% +4,376 Timeline FLOT 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: 44,946 shares; 2024Q4: 40,191 shares; 2025Q1: 46,277 shares; 2025Q2: 47,023 shares; 2025Q3: 53,068 shares 53,068 $2.71M 0.07% +6,045 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,183 shares; 2025Q1: 15,397 shares; 2025Q2: 18,505 shares; 2025Q3: 19,534 shares 19,534 $2.71M 0.07% +1,029 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,415 shares; 2025Q1: 84,980 shares; 2025Q2: 102,759 shares; 2025Q3: 90,277 shares 90,277 $2.69M 0.07% -12,482 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,157 shares; 2024Q4: 30,824 shares; 2025Q1: 39,043 shares; 2025Q2: 45,444 shares; 2025Q3: 103,833 shares 103,833 $2.68M 0.07% +58,389 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,353 shares; 2024Q4: 43,565 shares; 2025Q1: 43,463 shares; 2025Q2: 44,068 shares; 2025Q3: 43,249 shares 43,249 $2.68M 0.07% -819 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: 4,099 shares; 2024Q4: 7,494 shares; 2025Q1: 7,519 shares; 2025Q2: 9,117 shares; 2025Q3: 12,051 shares 12,051 $2.68M 0.07% +2,934 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 590 shares; 2025Q1: 2,011 shares; 2025Q2: 2,157 shares; 2025Q3: 2,476 shares 2,476 $2.67M 0.07% +319 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,821 shares; 2024Q4: 10,590 shares; 2025Q1: 21,640 shares; 2025Q2: 30,199 shares; 2025Q3: 50,147 shares 50,147 $2.67M 0.07% +19,948 Timeline HPQ HP INC More: the full row for HP 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: 60,989 shares; 2025Q2: 80,013 shares; 2025Q3: 97,936 shares 97,936 $2.67M 0.07% +17,923 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,150 shares; 2025Q2: 42,188 shares; 2025Q3: 38,079 shares 38,079 $2.66M 0.07% -4,109 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: 4,791 shares; 2024Q4: 3,113 shares; 2025Q1: 8,100 shares; 2025Q2: 8,433 shares; 2025Q3: 10,765 shares 10,765 $2.64M 0.06% +2,332 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,958 shares; 2024Q4: 31,535 shares; 2025Q1: 40,929 shares; 2025Q2: 47,423 shares; 2025Q3: 52,948 shares 52,948 $2.64M 0.06% +5,525 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,276 shares; 2025Q1: 16,332 shares; 2025Q2: 17,310 shares; 2025Q3: 17,805 shares 17,805 $2.62M 0.06% +495 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,066 shares; 2024Q4: 14,907 shares; 2025Q1: 21,598 shares; 2025Q2: 41,168 shares; 2025Q3: 42,930 shares 42,930 $2.62M 0.06% +1,762 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: not reported; 2024Q4: not reported; 2025Q1: 36,244 shares; 2025Q2: 40,755 shares; 2025Q3: 44,874 shares 44,874 $2.61M 0.06% +4,119 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 11,141 shares; 2025Q1: 13,939 shares; 2025Q2: 15,682 shares; 2025Q3: 21,407 shares 21,407 $2.59M 0.06% +5,725 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,467 shares; 2025Q2: 44,505 shares; 2025Q3: 48,604 shares 48,604 $2.58M 0.06% +4,099 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: 117,380 shares; 2024Q4: 112,018 shares; 2025Q1: 116,749 shares; 2025Q2: 123,673 shares; 2025Q3: 126,004 shares 126,004 $2.57M 0.06% +2,331 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 4,700 shares; 2025Q1: 33,026 shares; 2025Q2: 32,935 shares; 2025Q3: 31,355 shares 31,355 $2.57M 0.06% -1,580 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,575 shares; 2024Q4: 21,615 shares; 2025Q1: 21,863 shares; 2025Q2: 22,873 shares; 2025Q3: 22,949 shares 22,949 $2.57M 0.06% +76 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,463 shares; 2024Q4: 17,111 shares; 2025Q1: 17,789 shares; 2025Q2: 18,330 shares; 2025Q3: 19,601 shares 19,601 $2.55M 0.06% +1,271 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: 4,441 shares; 2024Q4: 2,806 shares; 2025Q1: 11,026 shares; 2025Q2: 16,440 shares; 2025Q3: 19,401 shares 19,401 $2.55M 0.06% +2,961 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,295 shares; 2025Q1: 5,705 shares; 2025Q2: 7,211 shares; 2025Q3: 8,198 shares 8,198 $2.54M 0.06% +987 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,374 shares; 2025Q2: 75,764 shares; 2025Q3: 70,092 shares 70,092 $2.53M 0.06% -5,672 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 11,124 shares; 2025Q1: 11,104 shares; 2025Q2: 11,119 shares; 2025Q3: 10,810 shares 10,810 $2.48M 0.06% -309 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: 8,846 shares; 2025Q3: 95,183 shares 95,183 $2.48M 0.06% +86,337 Timeline ILCG 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: 30,888 shares; 2024Q4: 29,844 shares; 2025Q1: 24,377 shares; 2025Q2: 23,948 shares; 2025Q3: 23,610 shares 23,610 $2.46M 0.06% -338 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,913 shares; 2024Q4: 30,391 shares; 2025Q1: 35,441 shares; 2025Q2: 35,945 shares; 2025Q3: 36,430 shares 36,430 $2.46M 0.06% +485 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,645 shares; 2025Q1: 6,289 shares; 2025Q2: 13,284 shares; 2025Q3: 19,434 shares 19,434 $2.45M 0.06% +6,150 Timeline EQAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,386 shares; 2025Q3: 46,942 shares 46,942 $2.44M 0.06% -444 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,924 shares; 2025Q2: 56,777 shares; 2025Q3: 63,811 shares 63,811 $2.43M 0.06% +7,034 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,314 shares; 2025Q1: 1,186 shares; 2025Q2: 1,159 shares; 2025Q3: 3,200 shares 3,200 $2.43M 0.06% +2,041 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,120 shares; 2024Q4: 148,083 shares; 2025Q1: 194,313 shares; 2025Q2: 794,790 shares; 2025Q3: 776,199 shares 776,199 $2.42M 0.06% -18,591 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,162 shares; 2025Q1: 7,828 shares; 2025Q2: 10,182 shares; 2025Q3: 13,832 shares 13,832 $2.42M 0.06% +3,650 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,620 shares; 2024Q4: 72,939 shares; 2025Q1: 76,784 shares; 2025Q2: 79,231 shares; 2025Q3: 82,928 shares 82,928 $2.41M 0.06% +3,697 Timeline PFF 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: 94,055 shares; 2024Q4: 77,671 shares; 2025Q1: 73,802 shares; 2025Q2: 79,275 shares; 2025Q3: 76,243 shares 76,243 $2.41M 0.06% -3,032 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,298 shares; 2024Q4: 52,830 shares; 2025Q1: 50,560 shares; 2025Q2: 52,606 shares; 2025Q3: 53,541 shares 53,541 $2.41M 0.06% +935 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 99,675 shares; 2025Q3: 50,838 shares 50,838 $2.39M 0.06% -48,837 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,110 shares; 2025Q1: 18,110 shares; 2025Q2: 25,131 shares; 2025Q3: 42,729 shares 42,729 $2.39M 0.06% +17,598 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,903 shares; 2025Q2: 35,070 shares; 2025Q3: 33,632 shares 33,632 $2.39M 0.06% -1,438 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: 46,591 shares; 2024Q4: 53,677 shares; 2025Q1: 74,376 shares; 2025Q2: 78,523 shares; 2025Q3: 76,109 shares 76,109 $2.38M 0.06% -2,414 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: 2,654 shares; 2024Q4: 2,316 shares; 2025Q1: 6,306 shares; 2025Q2: 7,378 shares; 2025Q3: 9,322 shares 9,322 $2.37M 0.06% +1,944 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 10,120 shares; 2025Q2: 10,368 shares; 2025Q3: 10,303 shares 10,303 $2.37M 0.06% -65 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 6,236 shares; 2025Q1: 16,841 shares; 2025Q2: 16,297 shares; 2025Q3: 15,602 shares 15,602 $2.35M 0.06% -695 Timeline IJT 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: 19,337 shares; 2024Q4: 18,802 shares; 2025Q1: 18,127 shares; 2025Q2: 14,180 shares; 2025Q3: 16,251 shares 16,251 $2.3M 0.06% +2,071 Timeline EMLP 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: 20,720 shares; 2024Q4: 20,919 shares; 2025Q1: 28,721 shares; 2025Q2: 43,685 shares; 2025Q3: 59,636 shares 59,636 $2.28M 0.06% +15,951 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: 2,050 shares; 2025Q1: 3,079 shares; 2025Q2: 14,787 shares; 2025Q3: 14,544 shares 14,544 $2.28M 0.06% -243 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,510 shares; 2024Q4: 39,255 shares; 2025Q1: 44,134 shares; 2025Q2: 41,754 shares; 2025Q3: 44,946 shares 44,946 $2.28M 0.06% +3,192 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: 7,842 shares; 2024Q4: 7,120 shares; 2025Q1: 7,418 shares; 2025Q2: 7,997 shares; 2025Q3: 10,310 shares 10,310 $2.28M 0.06% +2,313 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 8,248 shares; 2025Q3: 16,523 shares 16,523 $2.26M 0.06% +8,275 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: 5,392 shares; 2024Q4: 5,584 shares; 2025Q1: 22,530 shares; 2025Q2: 22,540 shares; 2025Q3: 27,079 shares 27,079 $2.26M 0.06% +4,539 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 809 shares; 2025Q1: 1,651 shares; 2025Q2: 3,147 shares; 2025Q3: 3,149 shares 3,149 $2.26M 0.06% +2 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,378 shares; 2024Q4: 13,629 shares; 2025Q1: 14,228 shares; 2025Q2: 16,494 shares; 2025Q3: 15,977 shares 15,977 $2.25M 0.06% -517 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: 4,733 shares; 2024Q4: 5,003 shares; 2025Q1: 5,751 shares; 2025Q2: 8,110 shares; 2025Q3: 7,641 shares 7,641 $2.24M 0.06% -469 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,873 shares 42,873 $2.24M 0.05% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,686 shares; 2024Q4: 14,640 shares; 2025Q1: 14,840 shares; 2025Q2: 15,423 shares; 2025Q3: 15,914 shares 15,914 $2.24M 0.05% +491 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: 6,906 shares; 2024Q4: 6,972 shares; 2025Q1: 6,882 shares; 2025Q2: 28,933 shares; 2025Q3: 31,383 shares 31,383 $2.24M 0.05% +2,450 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP 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: 27,063 shares; 2025Q3: 26,887 shares 26,887 $2.23M 0.05% -176 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: 13,486 shares; 2024Q4: 13,026 shares; 2025Q1: 11,970 shares; 2025Q2: 12,880 shares; 2025Q3: 14,921 shares 14,921 $2.22M 0.05% +2,041 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,422 shares 52,422 $2.2M 0.05% new 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: 1,802 shares; 2024Q4: 1,791 shares; 2025Q1: 2,750 shares; 2025Q2: 4,365 shares; 2025Q3: 6,576 shares 6,576 $2.19M 0.05% +2,211 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: 4,361 shares; 2024Q4: 4,930 shares; 2025Q1: 25,391 shares; 2025Q2: 27,179 shares; 2025Q3: 35,410 shares 35,410 $2.17M 0.05% +8,231 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: 45,616 shares; 2024Q4: 47,003 shares; 2025Q1: 48,699 shares; 2025Q2: 66,910 shares; 2025Q3: 62,722 shares 62,722 $2.16M 0.05% -4,188 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,346 shares; 2024Q4: 109,826 shares; 2025Q1: 121,543 shares; 2025Q2: 124,596 shares; 2025Q3: 124,883 shares 124,883 $2.14M 0.05% +287 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,663 shares; 2024Q4: 32,319 shares; 2025Q1: 38,468 shares; 2025Q2: 40,892 shares; 2025Q3: 44,947 shares 44,947 $2.12M 0.05% +4,055 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 6,182 shares; 2025Q1: 12,538 shares; 2025Q2: 13,393 shares; 2025Q3: 15,046 shares 15,046 $2.12M 0.05% +1,653 Timeline DGRW 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: 3,969 shares; 2024Q4: 4,520 shares; 2025Q1: 19,492 shares; 2025Q2: 21,617 shares; 2025Q3: 23,781 shares 23,781 $2.12M 0.05% +2,164 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: not reported; 2024Q4: 896 shares; 2025Q1: 2,261 shares; 2025Q2: 4,715 shares; 2025Q3: 5,009 shares 5,009 $2.11M 0.05% +294 Timeline TIP 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: 3,652 shares; 2024Q4: 3,223 shares; 2025Q1: 3,236 shares; 2025Q2: 3,113 shares; 2025Q3: 18,990 shares 18,990 $2.11M 0.05% +15,877 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,370 shares; 2025Q1: 8,012 shares; 2025Q2: 6,152 shares; 2025Q3: 7,885 shares 7,885 $2.11M 0.05% +1,733 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 10,643 shares; 2025Q1: 85,121 shares; 2025Q2: 85,794 shares; 2025Q3: 41,270 shares 41,270 $2.09M 0.05% -44,524 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,216 shares; 2024Q4: 30,678 shares; 2025Q1: 31,952 shares; 2025Q2: 32,591 shares; 2025Q3: 32,667 shares 32,667 $2.08M 0.05% +76 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,536 shares; 2024Q4: 13,722 shares; 2025Q1: 17,785 shares; 2025Q2: 17,822 shares; 2025Q3: 17,603 shares 17,603 $2.06M 0.05% -219 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: 2,199 shares; 2024Q4: 17,622 shares; 2025Q1: 3,883 shares; 2025Q2: 4,236 shares; 2025Q3: 6,245 shares 6,245 $2.06M 0.05% +2,009 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: 10,225 shares; 2024Q4: 9,791 shares; 2025Q1: 11,251 shares; 2025Q2: 10,239 shares; 2025Q3: 10,659 shares 10,659 $2.05M 0.05% +420 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: not reported; 2025Q2: 19,648 shares; 2025Q3: 25,019 shares 25,019 $2.05M 0.05% +5,371 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: 27,710 shares; 2024Q4: 21,503 shares; 2025Q1: 26,276 shares; 2025Q2: 48,182 shares; 2025Q3: 57,652 shares 57,652 $2.05M 0.05% +9,470 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,893 shares; 2025Q1: 2,245 shares; 2025Q2: 2,628 shares; 2025Q3: 3,359 shares 3,359 $2.05M 0.05% +731 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: 10,566 shares; 2024Q4: 4,807 shares; 2025Q1: 5,527 shares; 2025Q2: 5,421 shares; 2025Q3: 5,598 shares 5,598 $2.05M 0.05% +177 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: 31,289 shares; 2024Q4: 32,302 shares; 2025Q1: 35,878 shares; 2025Q2: 36,023 shares; 2025Q3: 36,973 shares 36,973 $2.05M 0.05% +950 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: 1,267 shares; 2024Q4: 1,273 shares; 2025Q1: 8,625 shares; 2025Q2: 3,106 shares; 2025Q3: 4,137 shares 4,137 $2.03M 0.05% +1,031 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,716 shares; 2025Q1: 1,753 shares; 2025Q2: 1,956 shares; 2025Q3: 3,220 shares 3,220 $2.03M 0.05% +1,264 Timeline ARTY 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: 213,984 shares; 2025Q1: 243,893 shares; 2025Q2: 44,860 shares; 2025Q3: 44,317 shares 44,317 $2.03M 0.05% -543 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,090 shares; 2025Q1: 10,596 shares; 2025Q2: 23,123 shares; 2025Q3: 23,494 shares 23,494 $2.03M 0.05% +371 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: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,277 shares; 2025Q2: 8,276 shares; 2025Q3: 9,651 shares 9,651 $2.02M 0.05% +1,375 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,135 shares; 2024Q4: 36,759 shares; 2025Q1: 39,490 shares; 2025Q2: 39,985 shares; 2025Q3: 50,975 shares 50,975 $2M 0.05% +10,990 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 680 shares; 2025Q1: 4,052 shares; 2025Q2: 4,747 shares; 2025Q3: 5,404 shares 5,404 $2M 0.05% +657 Timeline EETH 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: not reported; 2025Q2: not reported; 2025Q3: 29,061 shares 29,061 $1.97M 0.05% new 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: 2,203 shares; 2024Q4: 3,300 shares; 2025Q1: 5,151 shares; 2025Q2: 6,345 shares; 2025Q3: 7,645 shares 7,645 $1.96M 0.05% +1,300 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 5,315 shares; 2025Q1: 7,747 shares; 2025Q2: 20,348 shares; 2025Q3: 26,278 shares 26,278 $1.95M 0.05% +5,930 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,212 shares; 2025Q2: 7,991 shares; 2025Q3: 17,729 shares 17,729 $1.95M 0.05% +9,738 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,248 shares; 2025Q2: 25,906 shares; 2025Q3: 29,489 shares 29,489 $1.94M 0.05% +3,583 Timeline IGSB 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: 27,888 shares; 2024Q4: 27,896 shares; 2025Q1: 35,571 shares; 2025Q2: 36,564 shares; 2025Q3: 36,592 shares 36,592 $1.94M 0.05% +28 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: 3,397 shares; 2024Q4: 3,314 shares; 2025Q1: 18,187 shares; 2025Q2: 24,660 shares; 2025Q3: 24,840 shares 24,840 $1.94M 0.05% +180 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 9,506 shares; 2025Q1: 11,381 shares; 2025Q2: 22,636 shares; 2025Q3: 22,865 shares 22,865 $1.93M 0.05% +229 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,158 shares; 2025Q3: 70,353 shares 70,353 $1.92M 0.05% +62,195 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 3,435 shares; 2025Q1: 3,480 shares; 2025Q2: 3,501 shares; 2025Q3: 4,492 shares 4,492 $1.91M 0.05% +991 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES 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: 1,937 shares; 2025Q1: 3,504 shares; 2025Q2: 3,305 shares; 2025Q3: 3,628 shares 3,628 $1.9M 0.05% +323 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: 4,952 shares; 2024Q4: 4,933 shares; 2025Q1: 5,333 shares; 2025Q2: 5,758 shares; 2025Q3: 6,426 shares 6,426 $1.89M 0.05% +668 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,260 shares; 2025Q1: 15,113 shares; 2025Q2: 18,009 shares; 2025Q3: 17,692 shares 17,692 $1.88M 0.05% -317 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: 3,597 shares; 2024Q4: 4,501 shares; 2025Q1: 4,612 shares; 2025Q2: 4,777 shares; 2025Q3: 4,110 shares 4,110 $1.88M 0.05% -667 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,525 shares; 2024Q4: 48,568 shares; 2025Q1: 59,042 shares; 2025Q2: 54,044 shares; 2025Q3: 50,517 shares 50,517 $1.87M 0.05% -3,527 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,210 shares; 2025Q1: 23,020 shares; 2025Q2: 23,794 shares; 2025Q3: 23,697 shares 23,697 $1.86M 0.05% -97 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,811 shares; 2025Q1: 12,710 shares; 2025Q2: 13,825 shares; 2025Q3: 13,948 shares 13,948 $1.84M 0.05% +123 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,191 shares; 2024Q4: 34,484 shares; 2025Q1: 45,192 shares; 2025Q2: 39,899 shares; 2025Q3: 36,064 shares 36,064 $1.83M 0.04% -3,835 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,764 shares; 2024Q4: 12,034 shares; 2025Q1: 13,180 shares; 2025Q2: 14,583 shares; 2025Q3: 16,307 shares 16,307 $1.83M 0.04% +1,724 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 10,916 shares; 2025Q1: 35,766 shares; 2025Q2: 37,811 shares; 2025Q3: 46,621 shares 46,621 $1.83M 0.04% +8,810 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: 2,860 shares; 2024Q4: 3,754 shares; 2025Q1: 5,433 shares; 2025Q2: 5,480 shares; 2025Q3: 5,665 shares 5,665 $1.83M 0.04% +185 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: 5,913 shares; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 15,142 shares 15,142 $1.82M 0.04% +12,446 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,377 shares; 2024Q4: 917 shares; 2025Q1: 1,041 shares; 2025Q2: 1,703 shares; 2025Q3: 1,884 shares 1,884 $1.82M 0.04% +181 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: 9,237 shares; 2024Q4: 8,539 shares; 2025Q1: 10,382 shares; 2025Q2: 12,586 shares; 2025Q3: 12,819 shares 12,819 $1.82M 0.04% +233 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,762 shares; 2024Q4: 17,404 shares; 2025Q1: 14,393 shares; 2025Q2: 34,790 shares; 2025Q3: 32,801 shares 32,801 $1.82M 0.04% -1,989 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN 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: 34,193 shares; 2025Q3: 32,385 shares 32,385 $1.81M 0.04% -1,808 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,771 shares; 2025Q1: 15,993 shares; 2025Q2: 16,952 shares; 2025Q3: 21,499 shares 21,499 $1.81M 0.04% +4,547 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,000 shares; 2025Q1: 37,750 shares; 2025Q2: 38,720 shares; 2025Q3: 38,720 shares 38,720 $1.8M 0.04% 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: 5,045 shares; 2024Q4: 5,534 shares; 2025Q1: 11,075 shares; 2025Q2: 11,978 shares; 2025Q3: 12,230 shares 12,230 $1.79M 0.04% +252 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR 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: 1,448,532 shares; 2025Q2: 118,180 shares; 2025Q3: 109,920 shares 109,920 $1.78M 0.04% -8,260 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,965 shares; 2024Q4: 52,157 shares; 2025Q1: 49,393 shares; 2025Q2: 51,975 shares; 2025Q3: 51,582 shares 51,582 $1.77M 0.04% -393 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 23,347 shares; 2025Q3: 23,755 shares 23,755 $1.76M 0.04% +408 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,248 shares; 2025Q2: 50,071 shares; 2025Q3: 55,645 shares 55,645 $1.75M 0.04% +5,574 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: 6,179 shares; 2025Q2: 13,656 shares; 2025Q3: 13,514 shares 13,514 $1.75M 0.04% -142 Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,620 shares; 2025Q2: 47,116 shares; 2025Q3: 54,657 shares 54,657 $1.75M 0.04% +7,541 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 8,436 shares; 2025Q1: 8,090 shares; 2025Q2: 10,309 shares; 2025Q3: 11,063 shares 11,063 $1.72M 0.04% +754 Timeline PTC PTC INC More: the full row for PTC 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: 8,814 shares; 2025Q2: 8,122 shares; 2025Q3: 8,466 shares 8,466 $1.72M 0.04% +344 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,236 shares; 2025Q2: 60,948 shares; 2025Q3: 61,521 shares 61,521 $1.71M 0.04% +573 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,544 shares; 2025Q1: 6,896 shares; 2025Q2: 4,171 shares; 2025Q3: 6,487 shares 6,487 $1.71M 0.04% +2,316 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: 3,572 shares; 2024Q4: 3,355 shares; 2025Q1: 4,685 shares; 2025Q2: 8,903 shares; 2025Q3: 8,578 shares 8,578 $1.7M 0.04% -325 Timeline VIGI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,950 shares 18,950 $1.7M 0.04% new Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,300 shares; 2025Q1: 43,300 shares; 2025Q2: 43,300 shares; 2025Q3: 43,600 shares 43,600 $1.7M 0.04% +300 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 9,733 shares; 2025Q1: 26,187 shares; 2025Q2: 27,624 shares; 2025Q3: 29,475 shares 29,475 $1.69M 0.04% +1,851 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,982 shares; 2025Q1: 7,703 shares; 2025Q2: 7,469 shares; 2025Q3: 8,400 shares 8,400 $1.69M 0.04% +931 Timeline PDP 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: 10,227 shares; 2024Q4: 10,236 shares; 2025Q1: 10,239 shares; 2025Q2: 10,242 shares; 2025Q3: 14,350 shares 14,350 $1.69M 0.04% +4,108 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,626 shares; 2025Q1: 6,450 shares; 2025Q2: 5,063 shares; 2025Q3: 5,499 shares 5,499 $1.69M 0.04% +436 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,155 shares; 2024Q4: 10,513 shares; 2025Q1: 10,416 shares; 2025Q2: 10,153 shares; 2025Q3: 26,842 shares 26,842 $1.69M 0.04% +16,689 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: 5,423 shares; 2024Q4: 5,586 shares; 2025Q1: 13,773 shares; 2025Q2: 14,503 shares; 2025Q3: 16,266 shares 16,266 $1.69M 0.04% +1,763 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,624 shares; 2024Q4: 26,123 shares; 2025Q1: 72,789 shares; 2025Q2: 63,744 shares; 2025Q3: 64,765 shares 64,765 $1.69M 0.04% +1,021 Timeline XJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,693 shares; 2024Q4: 41,919 shares; 2025Q1: 47,134 shares; 2025Q2: 47,134 shares; 2025Q3: 46,618 shares 46,618 $1.68M 0.04% -516 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 7,257 shares; 2025Q1: 6,702 shares; 2025Q2: 12,160 shares; 2025Q3: 11,624 shares 11,624 $1.66M 0.04% -536 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: 2,658 shares; 2024Q4: 2,042 shares; 2025Q1: 2,145 shares; 2025Q2: 4,385 shares; 2025Q3: 5,883 shares 5,883 $1.66M 0.04% +1,498 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: 3,078 shares; 2024Q4: 2,904 shares; 2025Q1: 9,790 shares; 2025Q2: 12,042 shares; 2025Q3: 13,350 shares 13,350 $1.66M 0.04% +1,308 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,495 shares; 2025Q1: 9,632 shares; 2025Q2: 14,595 shares; 2025Q3: 19,710 shares 19,710 $1.66M 0.04% +5,115 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,998 shares; 2025Q1: 2,018 shares; 2025Q2: 2,430 shares; 2025Q3: 2,426 shares 2,426 $1.66M 0.04% -4 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,728 shares; 2025Q1: 6,347 shares; 2025Q2: 24,305 shares; 2025Q3: 25,073 shares 25,073 $1.66M 0.04% +768 Timeline SIXO 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: not reported; 2024Q4: 13,120 shares; 2025Q1: 15,267 shares; 2025Q2: 16,196 shares; 2025Q3: 48,488 shares 48,488 $1.64M 0.04% +32,292 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: not reported; 2024Q4: not reported; 2025Q1: 4,537 shares; 2025Q2: 4,716 shares; 2025Q3: 5,983 shares 5,983 $1.64M 0.04% +1,267 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: 378 shares; 2024Q4: 346 shares; 2025Q1: 649 shares; 2025Q2: 11,914 shares; 2025Q3: 15,103 shares 15,103 $1.63M 0.04% +3,189 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,207 shares; 2024Q4: 20,962 shares; 2025Q1: 20,113 shares; 2025Q2: 21,228 shares; 2025Q3: 23,317 shares 23,317 $1.62M 0.04% +2,089 Timeline FPXI 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: 7,978 shares; 2024Q4: 23,674 shares; 2025Q1: 25,247 shares; 2025Q2: 25,479 shares; 2025Q3: 26,998 shares 26,998 $1.62M 0.04% +1,519 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL 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: 17,245 shares; 2025Q2: 62,507 shares; 2025Q3: 70,889 shares 70,889 $1.61M 0.04% +8,382 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,531 shares; 2024Q4: 62,312 shares; 2025Q1: 63,404 shares; 2025Q2: 64,523 shares; 2025Q3: 61,042 shares 61,042 $1.61M 0.04% -3,481 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,353 shares; 2024Q4: 5,828 shares; 2025Q1: 9,070 shares; 2025Q2: 8,500 shares; 2025Q3: 9,917 shares 9,917 $1.61M 0.04% +1,417 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: 5,798 shares; 2024Q4: 6,476 shares; 2025Q1: 14,378 shares; 2025Q2: 15,324 shares; 2025Q3: 20,090 shares 20,090 $1.61M 0.04% +4,766 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 5,786 shares; 2025Q1: 7,058 shares; 2025Q2: 7,964 shares; 2025Q3: 16,944 shares 16,944 $1.58M 0.04% +8,980 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 10,400 shares; 2025Q2: 33,288 shares; 2025Q3: 37,121 shares 37,121 $1.58M 0.04% +3,833 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 39,213 shares; 2025Q3: 38,710 shares 38,710 $1.56M 0.04% -503 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,818 shares; 2025Q1: 4,346 shares; 2025Q2: 18,298 shares; 2025Q3: 19,245 shares 19,245 $1.56M 0.04% +947 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,599 shares; 2025Q1: 8,211 shares; 2025Q2: 10,739 shares; 2025Q3: 21,354 shares 21,354 $1.56M 0.04% +10,615 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 4,580 shares; 2025Q1: 7,904 shares; 2025Q2: 8,658 shares; 2025Q3: 9,123 shares 9,123 $1.55M 0.04% +465 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,619 shares; 2025Q1: 6,704 shares; 2025Q2: 6,902 shares; 2025Q3: 8,982 shares 8,982 $1.55M 0.04% +2,080 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,328 shares; 2024Q4: 47,064 shares; 2025Q1: 48,633 shares; 2025Q2: 47,552 shares; 2025Q3: 45,224 shares 45,224 $1.55M 0.04% -2,328 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: 44,020 shares; 2024Q4: 41,205 shares; 2025Q1: 37,378 shares; 2025Q2: 32,513 shares; 2025Q3: 34,188 shares 34,188 $1.55M 0.04% +1,675 Timeline IWY 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: 5,623 shares; 2024Q4: 5,925 shares; 2025Q1: 5,827 shares; 2025Q2: 5,333 shares; 2025Q3: 5,599 shares 5,599 $1.53M 0.04% +266 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,511 shares; 2024Q4: 10,515 shares; 2025Q1: 9,941 shares; 2025Q2: 14,038 shares; 2025Q3: 15,065 shares 15,065 $1.53M 0.04% +1,027 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 9,257 shares; 2025Q1: 8,987 shares; 2025Q2: 19,511 shares; 2025Q3: 20,278 shares 20,278 $1.52M 0.04% +767 Timeline FXL 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: 9,401 shares; 2024Q4: 9,402 shares; 2025Q1: 9,402 shares; 2025Q2: 9,937 shares; 2025Q3: 9,069 shares 9,069 $1.52M 0.04% -868 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 6,746 shares; 2025Q1: 7,287 shares; 2025Q2: 7,078 shares; 2025Q3: 7,317 shares 7,317 $1.52M 0.04% +239 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,415 shares; 2025Q1: 23,629 shares; 2025Q2: 23,978 shares; 2025Q3: 21,449 shares 21,449 $1.52M 0.04% -2,529 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 52,399 shares; 2025Q1: 60,590 shares; 2025Q2: 59,581 shares; 2025Q3: 58,418 shares 58,418 $1.51M 0.04% -1,163 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 37,551 shares; 2025Q1: 40,533 shares; 2025Q2: 37,533 shares; 2025Q3: 37,533 shares 37,533 $1.51M 0.04% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,944 shares; 2025Q1: 43,538 shares; 2025Q2: 43,630 shares; 2025Q3: 43,544 shares 43,544 $1.5M 0.04% -86 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: 2,018 shares; 2024Q4: 2,034 shares; 2025Q1: 3,022 shares; 2025Q2: 3,950 shares; 2025Q3: 4,324 shares 4,324 $1.5M 0.04% +374 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 13,742 shares; 2025Q1: 39,794 shares; 2025Q2: 44,322 shares; 2025Q3: 44,833 shares 44,833 $1.5M 0.04% +511 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,656 shares; 2024Q4: 10,797 shares; 2025Q1: 10,896 shares; 2025Q2: 10,836 shares; 2025Q3: 11,222 shares 11,222 $1.5M 0.04% +386 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: 23,070 shares; 2024Q4: 16,007 shares; 2025Q1: 26,871 shares; 2025Q2: 44,878 shares; 2025Q3: 47,549 shares 47,549 $1.49M 0.04% +2,671 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,050 shares; 2024Q4: 43,454 shares; 2025Q1: 46,705 shares; 2025Q2: 49,791 shares; 2025Q3: 49,056 shares 49,056 $1.49M 0.04% -735 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: 2,517 shares; 2024Q4: 2,344 shares; 2025Q1: 2,513 shares; 2025Q2: 12,859 shares; 2025Q3: 11,574 shares 11,574 $1.49M 0.04% -1,285 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,452 shares; 2024Q4: 9,828 shares; 2025Q1: 18,000 shares; 2025Q2: 19,203 shares; 2025Q3: 24,922 shares 24,922 $1.49M 0.04% +5,719 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: 11,049 shares; 2024Q4: 6,726 shares; 2025Q1: 11,601 shares; 2025Q2: 12,758 shares; 2025Q3: 14,827 shares 14,827 $1.49M 0.04% +2,069 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,874 shares; 2025Q1: 3,217 shares; 2025Q2: 5,111 shares; 2025Q3: 7,347 shares 7,347 $1.48M 0.04% +2,236 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 12,488 shares; 2025Q1: 34,743 shares; 2025Q2: 29,709 shares; 2025Q3: 29,835 shares 29,835 $1.48M 0.04% +126 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 3,975 shares; 2025Q3: 5,055 shares 5,055 $1.47M 0.04% +1,080 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,525 shares; 2025Q2: 27,715 shares; 2025Q3: 29,910 shares 29,910 $1.47M 0.04% +2,195 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: 4,613 shares; 2024Q4: 5,130 shares; 2025Q1: 5,915 shares; 2025Q2: 5,961 shares; 2025Q3: 8,322 shares 8,322 $1.47M 0.04% +2,361 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: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 3,750 shares; 2025Q2: 4,492 shares; 2025Q3: 4,755 shares 4,755 $1.46M 0.04% +263 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,792 shares; 2024Q4: 54,117 shares; 2025Q1: 53,274 shares; 2025Q2: 52,466 shares; 2025Q3: 52,946 shares 52,946 $1.46M 0.04% +480 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,664 shares; 2024Q4: 49,274 shares; 2025Q1: 57,785 shares; 2025Q2: 56,397 shares; 2025Q3: 56,439 shares 56,439 $1.46M 0.04% +42 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 4,709 shares; 2025Q1: 21,621 shares; 2025Q2: 32,836 shares; 2025Q3: 30,773 shares 30,773 $1.45M 0.04% -2,063 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,987 shares; 2024Q4: 45,451 shares; 2025Q1: 36,476 shares; 2025Q2: 40,411 shares; 2025Q3: 34,524 shares 34,524 $1.45M 0.04% -5,887 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: 5,228 shares; 2024Q4: 4,931 shares; 2025Q1: 4,955 shares; 2025Q2: 5,370 shares; 2025Q3: 6,756 shares 6,756 $1.45M 0.04% +1,386 Timeline