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: 3,902,832 shares; 2024Q4: 15,371,381 shares; 2025Q1: 14,887,267 shares; 2025Q2: 15,205,975 shares; 2025Q3: 15,014,311 shares 15,014,311 $479M 13.74% -191,664 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: 3,306,600 shares; 2024Q4: 9,927,842 shares; 2025Q1: 10,027,280 shares; 2025Q2: 9,946,200 shares; 2025Q3: 10,079,785 shares 10,079,785 $293M 8.41% +133,585 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: 3,105,998 shares; 2024Q4: 9,380,983 shares; 2025Q1: 9,634,773 shares; 2025Q2: 9,459,398 shares; 2025Q3: 9,739,675 shares 9,739,675 $266M 7.62% +280,277 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135,279 shares; 2024Q4: 6,511,229 shares; 2025Q1: 6,787,890 shares; 2025Q2: 6,987,851 shares; 2025Q3: 7,183,067 shares 7,183,067 $169M 4.83% +195,216 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: 2,773,144 shares; 2024Q4: 5,960,505 shares; 2025Q1: 6,440,391 shares; 2025Q2: 6,279,163 shares; 2025Q3: 6,677,104 shares 6,677,104 $155M 4.46% +397,941 Timeline JPIB 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: 482,673 shares; 2024Q4: 604,912 shares; 2025Q1: 747,202 shares; 2025Q2: 1,302,392 shares; 2025Q3: 2,251,106 shares 2,251,106 $110M 3.16% +948,714 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547,183 shares; 2024Q4: 3,610,306 shares; 2025Q1: 3,717,179 shares; 2025Q2: 3,837,974 shares; 2025Q3: 4,028,364 shares 4,028,364 $109M 3.11% +190,390 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848,684 shares; 2024Q4: 860,368 shares; 2025Q1: 817,595 shares; 2025Q2: 797,593 shares; 2025Q3: 831,724 shares 831,724 $82.8M 2.37% +34,131 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619,894 shares; 2024Q4: 1,922,233 shares; 2025Q1: 2,074,367 shares; 2025Q2: 2,394,331 shares; 2025Q3: 2,366,018 shares 2,366,018 $82.6M 2.37% -28,313 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,556 shares; 2024Q4: 453,876 shares; 2025Q1: 452,778 shares; 2025Q2: 544,776 shares; 2025Q3: 1,050,626 shares 1,050,626 $78.9M 2.26% +505,850 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,158 shares; 2024Q4: 409,843 shares; 2025Q1: 548,534 shares; 2025Q2: 902,479 shares; 2025Q3: 1,582,620 shares 1,582,620 $75.3M 2.16% +680,141 Timeline MDYV 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: 281,586 shares; 2024Q4: 338,411 shares; 2025Q1: 412,142 shares; 2025Q2: 472,930 shares; 2025Q3: 834,328 shares 834,328 $69.6M 2% +361,398 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,682 shares; 2024Q4: 494,780 shares; 2025Q1: 539,662 shares; 2025Q2: 614,401 shares; 2025Q3: 1,160,184 shares 1,160,184 $58.6M 1.68% +545,783 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: 170,816 shares; 2024Q4: 166,922 shares; 2025Q1: 170,636 shares; 2025Q2: 237,140 shares; 2025Q3: 234,504 shares 234,504 $50.6M 1.45% -2,636 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: 295,359 shares; 2024Q4: 301,081 shares; 2025Q1: 307,106 shares; 2025Q2: 170,139 shares; 2025Q3: 458,812 shares 458,812 $48.9M 1.4% +288,673 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722,201 shares; 2024Q4: 650,029 shares; 2025Q1: 639,192 shares; 2025Q2: 836,330 shares; 2025Q3: 899,949 shares 899,949 $45.6M 1.31% +63,619 Timeline HYMB 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: 2,031,553 shares; 2024Q4: 2,004,704 shares; 2025Q1: 2,244,942 shares; 2025Q2: 2,729,665 shares; 2025Q3: 1,706,229 shares 1,706,229 $42.5M 1.22% -1,023,436 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: 173,240 shares; 2024Q4: 158,632 shares; 2025Q1: 135,488 shares; 2025Q2: 137,824 shares; 2025Q3: 148,149 shares 148,149 $37.7M 1.08% +10,325 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: 69,452 shares; 2024Q4: 67,763 shares; 2025Q1: 90,269 shares; 2025Q2: 81,050 shares; 2025Q3: 78,771 shares 78,771 $36.9M 1.06% -2,279 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: 422,112 shares; 2024Q4: 420,525 shares; 2025Q1: 423,683 shares; 2025Q2: 479,200 shares; 2025Q3: 469,621 shares 469,621 $34.5M 0.99% -9,579 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965,147 shares; 2024Q4: 979,790 shares; 2025Q1: 1,000,981 shares; 2025Q2: 976,751 shares; 2025Q3: 965,273 shares 965,273 $34.4M 0.99% -11,478 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: 465,510 shares; 2024Q4: 452,649 shares; 2025Q1: 509,504 shares; 2025Q2: 580,273 shares; 2025Q3: 562,989 shares 562,989 $31.2M 0.89% -17,284 Timeline SLYG 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: 357,881 shares; 2024Q4: 375,669 shares; 2025Q1: 360,275 shares; 2025Q2: 271,280 shares; 2025Q3: 292,254 shares 292,254 $27.6M 0.79% +20,974 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: 44,088 shares; 2024Q4: 44,714 shares; 2025Q1: 40,883 shares; 2025Q2: 42,266 shares; 2025Q3: 46,009 shares 46,009 $23.8M 0.68% +3,743 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: 135,628 shares; 2024Q4: 133,772 shares; 2025Q1: 165,007 shares; 2025Q2: 196,354 shares; 2025Q3: 190,149 shares 190,149 $23M 0.66% -6,205 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,182 shares; 2024Q4: 292,163 shares; 2025Q1: 215,528 shares; 2025Q2: 218,441 shares; 2025Q3: 245,430 shares 245,430 $22.5M 0.64% +26,989 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: 337,719 shares; 2024Q4: 344,053 shares; 2025Q1: 362,227 shares; 2025Q2: 359,425 shares; 2025Q3: 388,750 shares 388,750 $22.2M 0.64% +29,325 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: 181,600 shares; 2024Q4: 189,611 shares; 2025Q1: 197,155 shares; 2025Q2: 191,966 shares; 2025Q3: 195,956 shares 195,956 $17.6M 0.5% +3,990 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,235 shares; 2024Q4: 56,600 shares; 2025Q1: 56,536 shares; 2025Q2: 62,037 shares; 2025Q3: 93,958 shares 93,958 $17.5M 0.5% +31,921 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,659 shares; 2024Q4: 136,802 shares; 2025Q1: 153,312 shares; 2025Q2: 202,222 shares; 2025Q3: 196,682 shares 196,682 $17.4M 0.5% -5,540 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,259 shares; 2024Q4: 17,121 shares; 2025Q1: 32,887 shares; 2025Q2: 55,291 shares; 2025Q3: 53,922 shares 53,922 $17.3M 0.49% -1,369 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,899 shares; 2025Q1: 20,646 shares; 2025Q2: 171,041 shares; 2025Q3: 168,978 shares 168,978 $17M 0.49% -2,063 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: 75,171 shares; 2024Q4: 75,898 shares; 2025Q1: 144,803 shares; 2025Q2: 123,567 shares; 2025Q3: 116,981 shares 116,981 $16.7M 0.48% -6,586 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: 51,772 shares; 2024Q4: 53,274 shares; 2025Q1: 51,598 shares; 2025Q2: 52,525 shares; 2025Q3: 51,684 shares 51,684 $16.3M 0.47% -841 Timeline VBK 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: 30,561 shares; 2024Q4: 29,883 shares; 2025Q1: 37,187 shares; 2025Q2: 55,539 shares; 2025Q3: 54,585 shares 54,585 $16.2M 0.47% -954 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,863 shares; 2024Q4: 572,251 shares; 2025Q1: 569,330 shares; 2025Q2: 549,710 shares; 2025Q3: 415,590 shares 415,590 $16M 0.46% -134,120 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: 53,965 shares; 2024Q4: 55,352 shares; 2025Q1: 52,524 shares; 2025Q2: 53,188 shares; 2025Q3: 47,446 shares 47,446 $15.7M 0.45% -5,742 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,333 shares; 2024Q4: 54,148 shares; 2025Q1: 56,315 shares; 2025Q2: 114,285 shares; 2025Q3: 111,756 shares 111,756 $15.6M 0.45% -2,529 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: 38,273 shares; 2025Q1: 284,203 shares; 2025Q2: 506,684 shares; 2025Q3: 492,014 shares 492,014 $15.5M 0.44% -14,670 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: 299,663 shares; 2024Q4: 285,291 shares; 2025Q1: 278,535 shares; 2025Q2: 274,880 shares; 2025Q3: 265,531 shares 265,531 $14.4M 0.41% -9,349 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: 25,208 shares; 2024Q4: 24,467 shares; 2025Q1: 29,771 shares; 2025Q2: 48,897 shares; 2025Q3: 48,104 shares 48,104 $14.1M 0.41% -793 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,945 shares; 2024Q4: 138,793 shares; 2025Q1: 141,195 shares; 2025Q2: 284,692 shares; 2025Q3: 279,017 shares 279,017 $13.7M 0.39% -5,675 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: 58,871 shares; 2024Q4: 60,324 shares; 2025Q1: 57,019 shares; 2025Q2: 57,305 shares; 2025Q3: 57,846 shares 57,846 $13.4M 0.38% +541 Timeline DFSV 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: 20,473 shares; 2025Q1: 271,525 shares; 2025Q2: 428,597 shares; 2025Q3: 420,357 shares 420,357 $13.4M 0.38% -8,240 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: 319,856 shares; 2024Q4: 272,927 shares; 2025Q1: 269,107 shares; 2025Q2: 258,972 shares; 2025Q3: 247,831 shares 247,831 $13M 0.37% -11,141 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: 25,924 shares; 2024Q4: 26,777 shares; 2025Q1: 27,696 shares; 2025Q2: 29,131 shares; 2025Q3: 30,435 shares 30,435 $12.3M 0.35% +1,304 Timeline DON 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: 235,761 shares; 2024Q4: 230,089 shares; 2025Q1: 230,750 shares; 2025Q2: 231,520 shares; 2025Q3: 232,660 shares 232,660 $12.2M 0.35% +1,140 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: 164,282 shares; 2024Q4: 170,451 shares; 2025Q1: 174,122 shares; 2025Q2: 174,083 shares; 2025Q3: 178,388 shares 178,388 $11.8M 0.34% +4,305 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: 22,758 shares; 2024Q4: 25,022 shares; 2025Q1: 47,489 shares; 2025Q2: 48,407 shares; 2025Q3: 50,299 shares 50,299 $11M 0.32% +1,892 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: 19,009 shares; 2024Q4: 20,143 shares; 2025Q1: 23,599 shares; 2025Q2: 24,427 shares; 2025Q3: 23,744 shares 23,744 $10.9M 0.31% -683 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: 173,430 shares; 2024Q4: 164,602 shares; 2025Q1: 160,241 shares; 2025Q2: 173,126 shares; 2025Q3: 162,186 shares 162,186 $10.7M 0.31% -10,940 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: 42,249 shares; 2024Q4: 41,960 shares; 2025Q1: 37,041 shares; 2025Q2: 36,701 shares; 2025Q3: 37,689 shares 37,689 $10.6M 0.3% +988 Timeline HYD 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: 354,355 shares; 2024Q4: 328,858 shares; 2025Q1: 329,849 shares; 2025Q2: 342,410 shares; 2025Q3: 197,643 shares 197,643 $10.1M 0.29% -144,767 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: 14,640 shares; 2024Q4: 14,546 shares; 2025Q1: 14,557 shares; 2025Q2: 15,647 shares; 2025Q3: 15,044 shares 15,044 $10M 0.29% -603 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: 57,435 shares; 2024Q4: 57,810 shares; 2025Q1: 59,090 shares; 2025Q2: 61,347 shares; 2025Q3: 64,526 shares 64,526 $10M 0.29% +3,179 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: 150,215 shares; 2024Q4: 151,986 shares; 2025Q1: 141,098 shares; 2025Q2: 144,679 shares; 2025Q3: 145,478 shares 145,478 $9.95M 0.29% +799 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: 77,305 shares; 2024Q4: 79,437 shares; 2025Q1: 80,985 shares; 2025Q2: 83,789 shares; 2025Q3: 87,327 shares 87,327 $9.85M 0.28% +3,538 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: 11,410 shares; 2024Q4: 11,745 shares; 2025Q1: 12,574 shares; 2025Q2: 12,706 shares; 2025Q3: 19,324 shares 19,324 $9.65M 0.28% +6,618 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: 67,584 shares; 2024Q4: 66,446 shares; 2025Q1: 69,191 shares; 2025Q2: 71,089 shares; 2025Q3: 68,374 shares 68,374 $9.64M 0.28% -2,715 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,111 shares; 2024Q4: 42,318 shares; 2025Q1: 46,340 shares; 2025Q2: 56,355 shares; 2025Q3: 54,309 shares 54,309 $9.48M 0.27% -2,046 Timeline TLH 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: 38,989 shares; 2025Q1: 84,092 shares; 2025Q2: 94,830 shares; 2025Q3: 91,636 shares 91,636 $9.44M 0.27% -3,194 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: 191,683 shares; 2024Q4: 194,656 shares; 2025Q1: 202,605 shares; 2025Q2: 201,747 shares; 2025Q3: 213,828 shares 213,828 $9.4M 0.27% +12,081 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: 45,342 shares; 2024Q4: 46,617 shares; 2025Q1: 48,091 shares; 2025Q2: 49,239 shares; 2025Q3: 50,976 shares 50,976 $9.37M 0.27% +1,737 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: 77,991 shares; 2024Q4: 81,404 shares; 2025Q1: 92,798 shares; 2025Q2: 101,408 shares; 2025Q3: 109,670 shares 109,670 $9.2M 0.26% +8,262 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: 43,123 shares; 2024Q4: 43,238 shares; 2025Q1: 44,955 shares; 2025Q2: 47,269 shares; 2025Q3: 48,897 shares 48,897 $9.07M 0.26% +1,628 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,519 shares; 2024Q4: 112,307 shares; 2025Q1: 119,042 shares; 2025Q2: 115,761 shares; 2025Q3: 110,623 shares 110,623 $8.64M 0.25% -5,138 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: 25,702 shares; 2024Q4: 26,404 shares; 2025Q1: 26,659 shares; 2025Q2: 29,147 shares; 2025Q3: 30,483 shares 30,483 $8.6M 0.25% +1,336 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,564 shares; 2024Q4: 102,397 shares; 2025Q1: 92,538 shares; 2025Q2: 90,385 shares; 2025Q3: 84,813 shares 84,813 $8.5M 0.24% -5,572 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: 53,490 shares; 2024Q4: 54,385 shares; 2025Q1: 52,214 shares; 2025Q2: 51,159 shares; 2025Q3: 52,629 shares 52,629 $8.09M 0.23% +1,470 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: 48,837 shares; 2024Q4: 48,292 shares; 2025Q1: 53,689 shares; 2025Q2: 55,787 shares; 2025Q3: 56,271 shares 56,271 $7.9M 0.23% +484 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: 41,747 shares; 2024Q4: 42,371 shares; 2025Q1: 44,800 shares; 2025Q2: 45,440 shares; 2025Q3: 45,916 shares 45,916 $7.82M 0.22% +476 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: 47,044 shares; 2024Q4: 44,064 shares; 2025Q1: 43,670 shares; 2025Q2: 42,269 shares; 2025Q3: 41,878 shares 41,878 $7.81M 0.22% -391 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,284 shares; 2024Q4: 178,929 shares; 2025Q1: 172,652 shares; 2025Q2: 167,859 shares; 2025Q3: 155,575 shares 155,575 $7.79M 0.22% -12,284 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: 112,336 shares; 2024Q4: 114,908 shares; 2025Q1: 110,348 shares; 2025Q2: 117,757 shares; 2025Q3: 115,156 shares 115,156 $7.61M 0.22% -2,601 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,574 shares; 2024Q4: 120,198 shares; 2025Q1: 117,279 shares; 2025Q2: 121,290 shares; 2025Q3: 124,688 shares 124,688 $7.36M 0.21% +3,398 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: 16,167 shares; 2024Q4: 15,449 shares; 2025Q1: 14,225 shares; 2025Q2: 14,340 shares; 2025Q3: 14,137 shares 14,137 $7.11M 0.2% -203 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: 13,607 shares; 2024Q4: 14,453 shares; 2025Q1: 14,614 shares; 2025Q2: 15,518 shares; 2025Q3: 15,902 shares 15,902 $7.07M 0.2% +384 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: 9,737 shares; 2024Q4: 9,706 shares; 2025Q1: 10,267 shares; 2025Q2: 10,607 shares; 2025Q3: 11,729 shares 11,729 $7.04M 0.2% +1,122 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: 92,896 shares; 2024Q4: 87,153 shares; 2025Q1: 93,285 shares; 2025Q2: 102,944 shares; 2025Q3: 102,565 shares 102,565 $6.96M 0.2% -379 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,009 shares; 2025Q1: 6,023 shares; 2025Q2: 6,109 shares; 2025Q3: 5,826 shares 5,826 $6.79M 0.19% -283 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,524 shares; 2024Q4: 23,533 shares; 2025Q1: 23,775 shares; 2025Q2: 157,679 shares; 2025Q3: 163,165 shares 163,165 $6.36M 0.18% +5,486 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,204 shares; 2024Q4: 62,269 shares; 2025Q1: 61,693 shares; 2025Q2: 61,145 shares; 2025Q3: 59,171 shares 59,171 $6.32M 0.18% -1,974 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: 21,374 shares; 2024Q4: 21,337 shares; 2025Q1: 23,114 shares; 2025Q2: 25,052 shares; 2025Q3: 25,760 shares 25,760 $6.26M 0.18% +708 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: 266,017 shares; 2024Q4: 247,607 shares; 2025Q1: 259,725 shares; 2025Q2: 308,603 shares; 2025Q3: 241,576 shares 241,576 $6.16M 0.18% -67,027 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: 116,315 shares; 2024Q4: 116,363 shares; 2025Q1: 108,746 shares; 2025Q2: 111,321 shares; 2025Q3: 111,464 shares 111,464 $5.75M 0.16% +143 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: 37,986 shares; 2024Q4: 35,083 shares; 2025Q1: 33,834 shares; 2025Q2: 33,398 shares; 2025Q3: 32,165 shares 32,165 $5.69M 0.16% -1,233 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: 18,673 shares; 2024Q4: 19,152 shares; 2025Q1: 18,968 shares; 2025Q2: 18,701 shares; 2025Q3: 18,140 shares 18,140 $5.51M 0.16% -561 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: 5,198 shares; 2024Q4: 5,048 shares; 2025Q1: 5,356 shares; 2025Q2: 5,981 shares; 2025Q3: 7,372 shares 7,372 $5.41M 0.16% +1,391 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: 20,090 shares; 2024Q4: 20,519 shares; 2025Q1: 17,562 shares; 2025Q2: 18,393 shares; 2025Q3: 17,959 shares 17,959 $5.05M 0.14% -434 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,951 shares; 2024Q4: 689,311 shares; 2025Q1: 692,332 shares; 2025Q2: 1,320,615 shares; 2025Q3: 190,275 shares 190,275 $4.62M 0.13% -1,130,340 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 4,804 shares; 2025Q1: 5,342 shares; 2025Q2: 5,574 shares; 2025Q3: 6,037 shares 6,037 $4.61M 0.13% +463 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: 10,409 shares; 2024Q4: 10,700 shares; 2025Q1: 10,051 shares; 2025Q2: 4,373 shares; 2025Q3: 4,727 shares 4,727 $4.38M 0.13% +354 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: 101,751 shares; 2024Q4: 101,526 shares; 2025Q1: 82,004 shares; 2025Q2: 85,863 shares; 2025Q3: 90,148 shares 90,148 $4.36M 0.12% +4,285 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: 32,328 shares; 2024Q4: 33,457 shares; 2025Q1: 35,394 shares; 2025Q2: 36,702 shares; 2025Q3: 37,999 shares 37,999 $4.26M 0.12% +1,297 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: 25,356 shares; 2024Q4: 25,126 shares; 2025Q1: 24,364 shares; 2025Q2: 24,167 shares; 2025Q3: 24,130 shares 24,130 $4.01M 0.12% -37 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: 37,638 shares; 2024Q4: 38,999 shares; 2025Q1: 42,455 shares; 2025Q2: 47,445 shares; 2025Q3: 47,869 shares 47,869 $4M 0.11% +424 Timeline EEM 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: 76,392 shares; 2024Q4: 74,866 shares; 2025Q1: 74,401 shares; 2025Q2: 73,270 shares; 2025Q3: 72,619 shares 72,619 $3.88M 0.11% -651 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: 7,811 shares; 2024Q4: 8,795 shares; 2025Q1: 9,576 shares; 2025Q2: 10,192 shares; 2025Q3: 11,277 shares 11,277 $3.85M 0.11% +1,085 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,400 shares; 2025Q1: 16,736 shares; 2025Q2: 17,928 shares; 2025Q3: 19,013 shares 19,013 $3.76M 0.11% +1,085 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: 37,084 shares; 2024Q4: 38,619 shares; 2025Q1: 38,337 shares; 2025Q2: 40,259 shares; 2025Q3: 39,516 shares 39,516 $3.74M 0.11% -743 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: 18,811 shares; 2024Q4: 18,040 shares; 2025Q1: 17,970 shares; 2025Q2: 17,859 shares; 2025Q3: 17,802 shares 17,802 $3.72M 0.11% -57 Timeline VLUE 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: 14,563 shares; 2024Q4: 12,520 shares; 2025Q1: 12,521 shares; 2025Q2: 29,974 shares; 2025Q3: 29,094 shares 29,094 $3.64M 0.1% -880 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: 7,459 shares; 2024Q4: 10,702 shares; 2025Q1: 10,745 shares; 2025Q2: 10,518 shares; 2025Q3: 10,864 shares 10,864 $3.57M 0.1% +346 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,678 shares; 2024Q4: 55,695 shares; 2025Q1: 68,632 shares; 2025Q2: 94,968 shares; 2025Q3: 90,609 shares 90,609 $3.56M 0.1% -4,359 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: 45,718 shares; 2024Q4: 45,744 shares; 2025Q1: 45,768 shares; 2025Q2: 45,766 shares; 2025Q3: 44,968 shares 44,968 $3.52M 0.1% -798 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: 24,354 shares; 2024Q4: 24,975 shares; 2025Q1: 23,838 shares; 2025Q2: 23,801 shares; 2025Q3: 23,931 shares 23,931 $3.21M 0.09% +130 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: 61,656 shares; 2024Q4: 63,361 shares; 2025Q1: 56,877 shares; 2025Q2: 60,419 shares; 2025Q3: 69,478 shares 69,478 $3.13M 0.09% +9,059 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: 19,320 shares; 2024Q4: 20,257 shares; 2025Q1: 22,261 shares; 2025Q2: 23,385 shares; 2025Q3: 25,106 shares 25,106 $3.12M 0.09% +1,721 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: 6,502 shares; 2024Q4: 6,267 shares; 2025Q1: 6,406 shares; 2025Q2: 6,422 shares; 2025Q3: 6,336 shares 6,336 $3.02M 0.09% -86 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,587 shares; 2024Q4: 36,110 shares; 2025Q1: 35,998 shares; 2025Q2: 35,998 shares; 2025Q3: 35,998 shares 35,998 $2.98M 0.09% 0 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: 33,854 shares; 2024Q4: 34,533 shares; 2025Q1: 31,572 shares; 2025Q2: 29,007 shares; 2025Q3: 28,796 shares 28,796 $2.97M 0.09% -211 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: 33,439 shares; 2024Q4: 33,336 shares; 2025Q1: 32,435 shares; 2025Q2: 31,970 shares; 2025Q3: 31,215 shares 31,215 $2.95M 0.08% -755 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: 21,279 shares; 2024Q4: 20,307 shares; 2025Q1: 20,092 shares; 2025Q2: 20,033 shares; 2025Q3: 19,989 shares 19,989 $2.89M 0.08% -44 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: 15,812 shares; 2024Q4: 18,945 shares; 2025Q1: 32,583 shares; 2025Q2: 38,783 shares; 2025Q3: 38,681 shares 38,681 $2.88M 0.08% -102 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: 3,181 shares; 2024Q4: 3,196 shares; 2025Q1: 33,647 shares; 2025Q2: 36,241 shares; 2025Q3: 39,193 shares 39,193 $2.86M 0.08% +2,952 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: 8,853 shares; 2024Q4: 8,855 shares; 2025Q1: 8,774 shares; 2025Q2: 10,651 shares; 2025Q3: 9,895 shares 9,895 $2.79M 0.08% -756 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: 55,198 shares; 2024Q4: 51,330 shares; 2025Q1: 50,647 shares; 2025Q2: 50,138 shares; 2025Q3: 46,402 shares 46,402 $2.78M 0.08% -3,736 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: 3,355 shares; 2024Q4: 3,158 shares; 2025Q1: 3,763 shares; 2025Q2: 3,428 shares; 2025Q3: 3,510 shares 3,510 $2.62M 0.08% +82 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: 5,443 shares; 2024Q4: 6,250 shares; 2025Q1: 6,651 shares; 2025Q2: 7,193 shares; 2025Q3: 5,204 shares 5,204 $2.52M 0.07% -1,989 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: 6,681 shares; 2024Q4: 6,958 shares; 2025Q1: 6,396 shares; 2025Q2: 6,547 shares; 2025Q3: 6,595 shares 6,595 $2.34M 0.07% +48 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: 3,377 shares; 2024Q4: 3,276 shares; 2025Q1: 3,379 shares; 2025Q2: 3,712 shares; 2025Q3: 3,828 shares 3,828 $2.34M 0.07% +116 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: 8,829 shares; 2024Q4: 9,001 shares; 2025Q1: 9,192 shares; 2025Q2: 9,682 shares; 2025Q3: 9,550 shares 9,550 $2.33M 0.07% -132 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,847 shares; 2025Q1: 4,091 shares; 2025Q2: 4,091 shares; 2025Q3: 4,091 shares 4,091 $2.31M 0.07% 0 Timeline DHS 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: 25,975 shares; 2024Q4: 24,241 shares; 2025Q1: 23,980 shares; 2025Q2: 23,459 shares; 2025Q3: 22,815 shares 22,815 $2.3M 0.07% -644 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: 15,550 shares; 2024Q4: 23,132 shares; 2025Q1: 34,854 shares; 2025Q2: 60,234 shares; 2025Q3: 57,900 shares 57,900 $2.12M 0.06% -2,334 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,399 shares; 2024Q4: 43,586 shares; 2025Q1: 40,769 shares; 2025Q2: 38,196 shares; 2025Q3: 34,754 shares 34,754 $2.08M 0.06% -3,442 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,303 shares; 2024Q4: 23,810 shares; 2025Q1: 22,183 shares; 2025Q2: 21,457 shares; 2025Q3: 21,277 shares 21,277 $2.04M 0.06% -180 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,055 shares; 2024Q4: 260,598 shares; 2025Q1: 257,400 shares; 2025Q2: 210,558 shares; 2025Q3: 174,742 shares 174,742 $2.03M 0.06% -35,816 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: 10,575 shares; 2024Q4: 10,551 shares; 2025Q1: 10,410 shares; 2025Q2: 10,410 shares; 2025Q3: 9,941 shares 9,941 $2.02M 0.06% -469 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: 18,340 shares; 2024Q4: 18,149 shares; 2025Q1: 17,067 shares; 2025Q2: 16,456 shares; 2025Q3: 14,779 shares 14,779 $2.01M 0.06% -1,677 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: 3,685 shares; 2024Q4: 3,935 shares; 2025Q1: 3,677 shares; 2025Q2: 4,329 shares; 2025Q3: 5,801 shares 5,801 $2M 0.06% +1,472 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: 7,548 shares; 2024Q4: 9,375 shares; 2025Q1: 11,464 shares; 2025Q2: 12,576 shares; 2025Q3: 12,139 shares 12,139 $1.96M 0.06% -437 Timeline UCON 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: 102,076 shares; 2024Q4: 95,866 shares; 2025Q1: 79,481 shares; 2025Q2: 79,504 shares; 2025Q3: 77,828 shares 77,828 $1.96M 0.06% -1,676 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,224 shares; 2025Q1: 3,483 shares; 2025Q2: 3,765 shares; 2025Q3: 4,122 shares 4,122 $1.96M 0.06% +357 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: 10,130 shares; 2024Q4: 10,124 shares; 2025Q1: 9,004 shares; 2025Q2: 9,206 shares; 2025Q3: 8,902 shares 8,902 $1.82M 0.05% -304 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,671 shares; 2024Q4: 32,814 shares; 2025Q1: 29,108 shares; 2025Q2: 29,150 shares; 2025Q3: 29,193 shares 29,193 $1.8M 0.05% +43 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,256 shares; 2024Q4: 43,593 shares; 2025Q1: 24,742 shares; 2025Q2: 98,311 shares; 2025Q3: 98,568 shares 98,568 $1.8M 0.05% +257 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: 1,193 shares; 2024Q4: 1,318 shares; 2025Q1: 1,513 shares; 2025Q2: 1,429 shares; 2025Q3: 1,499 shares 1,499 $1.8M 0.05% +70 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: 10,893 shares; 2024Q4: 11,778 shares; 2025Q1: 11,394 shares; 2025Q2: 10,771 shares; 2025Q3: 10,818 shares 10,818 $1.75M 0.05% +47 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,324 shares; 2024Q4: 29,324 shares; 2025Q1: 26,073 shares; 2025Q2: 26,014 shares; 2025Q3: 25,562 shares 25,562 $1.72M 0.05% -452 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: 7,216 shares; 2024Q4: 7,192 shares; 2025Q1: 6,848 shares; 2025Q2: 7,050 shares; 2025Q3: 7,061 shares 7,061 $1.71M 0.05% +11 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: 15,740 shares; 2024Q4: 16,190 shares; 2025Q1: 14,204 shares; 2025Q2: 13,811 shares; 2025Q3: 12,110 shares 12,110 $1.68M 0.05% -1,701 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 12,240 shares; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares 12,240 $1.66M 0.05% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 6,724 shares; 2025Q1: 9,018 shares; 2025Q2: 2,421 shares; 2025Q3: 6,380 shares 6,380 $1.66M 0.05% +3,959 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: 21,819 shares; 2024Q4: 21,816 shares; 2025Q1: 20,946 shares; 2025Q2: 20,689 shares; 2025Q3: 19,464 shares 19,464 $1.65M 0.05% -1,225 Timeline IXUS 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: 20,715 shares; 2024Q4: 20,715 shares; 2025Q1: 20,270 shares; 2025Q2: 21,026 shares; 2025Q3: 19,939 shares 19,939 $1.65M 0.05% -1,087 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: 8,003 shares; 2024Q4: 7,877 shares; 2025Q1: 7,563 shares; 2025Q2: 7,935 shares; 2025Q3: 7,927 shares 7,927 $1.64M 0.05% -8 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: 15,366 shares; 2024Q4: 15,889 shares; 2025Q1: 6,005 shares; 2025Q2: 5,697 shares; 2025Q3: 5,517 shares 5,517 $1.62M 0.05% -180 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,980 shares; 2025Q1: 3,165 shares; 2025Q2: 3,338 shares; 2025Q3: 8,872 shares 8,872 $1.62M 0.05% +5,534 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: 2,462 shares; 2024Q4: 2,777 shares; 2025Q1: 2,963 shares; 2025Q2: 3,512 shares; 2025Q3: 4,533 shares 4,533 $1.6M 0.05% +1,021 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,831 shares; 2025Q1: 10,412 shares; 2025Q2: 11,939 shares; 2025Q3: 11,813 shares 11,813 $1.58M 0.05% -126 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,717 shares; 2024Q4: 48,473 shares; 2025Q1: 48,473 shares; 2025Q2: 48,473 shares; 2025Q3: 48,473 shares 48,473 $1.55M 0.04% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 5,283 shares; 2025Q1: 5,275 shares; 2025Q2: 4,415 shares; 2025Q3: 4,392 shares 4,392 $1.54M 0.04% -23 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: not reported; 2024Q4: 2,174 shares; 2025Q1: 2,809 shares; 2025Q2: 4,417 shares; 2025Q3: 7,167 shares 7,167 $1.53M 0.04% +2,750 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: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 2,018 shares 2,018 $1.53M 0.04% +31 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: 224 shares; 2024Q4: 223 shares; 2025Q1: 236 shares; 2025Q2: 266 shares; 2025Q3: 278 shares 278 $1.5M 0.04% +12 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: 2,000 shares; 2024Q4: 2,001 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,915 shares 1,915 $1.48M 0.04% +1 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: 50,504 shares; 2024Q4: 47,255 shares; 2025Q1: 45,663 shares; 2025Q2: 54,847 shares; 2025Q3: 51,979 shares 51,979 $1.47M 0.04% -2,868 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 1,645 shares; 2025Q3: 4,917 shares 4,917 $1.46M 0.04% +3,272 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: 8,637 shares; 2024Q4: 8,530 shares; 2025Q1: 10,254 shares; 2025Q2: 10,263 shares; 2025Q3: 10,270 shares 10,270 $1.44M 0.04% +7 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: 3,414 shares; 2024Q4: 3,630 shares; 2025Q1: 4,176 shares; 2025Q2: 4,771 shares; 2025Q3: 6,051 shares 6,051 $1.43M 0.04% +1,280 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,746 shares; 2024Q4: 17,746 shares; 2025Q1: 16,640 shares; 2025Q2: 16,640 shares; 2025Q3: 16,640 shares 16,640 $1.43M 0.04% 0 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: 19,808 shares; 2024Q4: 20,625 shares; 2025Q1: 20,293 shares; 2025Q2: 20,001 shares; 2025Q3: 21,838 shares 21,838 $1.43M 0.04% +1,837 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: 30,940 shares; 2024Q4: 30,940 shares; 2025Q1: 31,127 shares; 2025Q2: 31,127 shares; 2025Q3: 31,127 shares 31,127 $1.41M 0.04% 0 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: 18,671 shares; 2024Q4: 18,686 shares; 2025Q1: 18,351 shares; 2025Q2: 17,718 shares; 2025Q3: 18,499 shares 18,499 $1.4M 0.04% +781 Timeline DFAX 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: 82,569 shares; 2024Q4: 71,465 shares; 2025Q1: 73,161 shares; 2025Q2: 62,443 shares; 2025Q3: 44,290 shares 44,290 $1.39M 0.04% -18,153 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,979 shares; 2024Q4: 61,417 shares; 2025Q1: 59,131 shares; 2025Q2: 59,087 shares; 2025Q3: 54,012 shares 54,012 $1.39M 0.04% -5,075 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: 14,957 shares; 2024Q4: 14,788 shares; 2025Q1: 14,788 shares; 2025Q2: 14,781 shares; 2025Q3: 14,777 shares 14,777 $1.38M 0.04% -4 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: 13,266 shares; 2024Q4: 13,123 shares; 2025Q1: not reported; 2025Q2: 29,247 shares; 2025Q3: 29,432 shares 29,432 $1.37M 0.04% +185 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: 876 shares; 2024Q4: 890 shares; 2025Q1: 946 shares; 2025Q2: 1,033 shares; 2025Q3: 1,475 shares 1,475 $1.36M 0.04% +442 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,174 shares; 2024Q4: 59,555 shares; 2025Q1: 57,816 shares; 2025Q2: 57,733 shares; 2025Q3: 57,733 shares 57,733 $1.35M 0.04% 0 UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,579 shares; 2025Q2: 9,731 shares; 2025Q3: 13,598 shares 13,598 $1.33M 0.04% +3,867 Timeline IBTG 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: 60,092 shares; 2025Q1: 59,926 shares; 2025Q2: 57,909 shares; 2025Q3: 57,909 shares 57,909 $1.33M 0.04% 0 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: 2,900 shares; 2024Q4: 2,953 shares; 2025Q1: 2,696 shares; 2025Q2: 2,817 shares; 2025Q3: 2,757 shares 2,757 $1.32M 0.04% -60 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: 9,311 shares; 2024Q4: 8,629 shares; 2025Q1: 9,020 shares; 2025Q2: 8,663 shares; 2025Q3: 8,519 shares 8,519 $1.32M 0.04% -144 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: 10,285 shares; 2024Q4: 10,439 shares; 2025Q1: 10,548 shares; 2025Q2: 10,617 shares; 2025Q3: 9,973 shares 9,973 $1.31M 0.04% -644 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: 23,018 shares; 2024Q4: 23,348 shares; 2025Q1: 25,396 shares; 2025Q2: 35,618 shares; 2025Q3: 41,044 shares 41,044 $1.28M 0.04% +5,426 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: 5,688 shares; 2024Q4: 5,022 shares; 2025Q1: 5,028 shares; 2025Q2: 4,971 shares; 2025Q3: 5,119 shares 5,119 $1.21M 0.03% +148 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: 11,656 shares; 2024Q4: 11,857 shares; 2025Q1: 12,926 shares; 2025Q2: 13,085 shares; 2025Q3: 13,321 shares 13,321 $1.19M 0.03% +236 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: 1,468 shares; 2024Q4: 1,642 shares; 2025Q1: 1,680 shares; 2025Q2: 1,848 shares; 2025Q3: 2,093 shares 2,093 $1.19M 0.03% +245 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,043 shares; 2025Q1: 1,855 shares; 2025Q2: 1,571 shares; 2025Q3: 1,993 shares 1,993 $1.19M 0.03% +422 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: 13,141 shares; 2024Q4: 13,117 shares; 2025Q1: 12,656 shares; 2025Q2: 12,643 shares; 2025Q3: 12,519 shares 12,519 $1.17M 0.03% -124 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: 4,510 shares; 2024Q4: 4,538 shares; 2025Q1: 3,859 shares; 2025Q2: 3,792 shares; 2025Q3: 1,737 shares 1,737 $1.16M 0.03% -2,055 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,906 shares; 2024Q4: 28,906 shares; 2025Q1: 28,906 shares; 2025Q2: 28,906 shares; 2025Q3: 15,830 shares 15,830 $1.15M 0.03% -13,076 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 32,567 shares; 2025Q1: 31,867 shares; 2025Q2: 29,293 shares; 2025Q3: 43,173 shares 43,173 $1.14M 0.03% +13,880 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: 2,640 shares; 2024Q4: 2,973 shares; 2025Q1: 3,476 shares; 2025Q2: 4,161 shares; 2025Q3: 4,550 shares 4,550 $1.12M 0.03% +389 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: 2,774 shares; 2024Q4: 2,774 shares; 2025Q1: 2,665 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares 2,655 $1.12M 0.03% 0 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: 6,785 shares; 2024Q4: 7,361 shares; 2025Q1: 7,569 shares; 2025Q2: 7,598 shares; 2025Q3: 6,676 shares 6,676 $1.12M 0.03% -922 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,266 shares; 2024Q4: 9,769 shares; 2025Q1: 8,237 shares; 2025Q2: 13,461 shares; 2025Q3: 13,455 shares 13,455 $1.09M 0.03% -6 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,137 shares; 2025Q1: 9,120 shares; 2025Q2: 9,119 shares; 2025Q3: 9,076 shares 9,076 $1.03M 0.03% -43 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: not reported; 2024Q4: 1,669 shares; 2025Q1: 2,765 shares; 2025Q2: 2,495 shares; 2025Q3: 7,924 shares 7,924 $997K 0.03% +5,429 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,277 shares; 2024Q4: 8,964 shares; 2025Q1: 8,672 shares; 2025Q2: 8,502 shares; 2025Q3: 8,028 shares 8,028 $993K 0.03% -474 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: not reported; 2024Q4: not reported; 2025Q1: 3,429 shares; 2025Q2: 4,212 shares; 2025Q3: 4,841 shares 4,841 $986K 0.03% +629 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: 40,593 shares; 2024Q4: 38,140 shares; 2025Q1: 33,413 shares; 2025Q2: 81,569 shares; 2025Q3: 81,798 shares 81,798 $978K 0.03% +229 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: 25,852 shares; 2024Q4: 24,124 shares; 2025Q1: 23,008 shares; 2025Q2: 17,322 shares; 2025Q3: 16,841 shares 16,841 $968K 0.03% -481 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,973 shares 1,973 $967K 0.03% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 25,801 shares; 2025Q1: 25,147 shares; 2025Q2: 25,851 shares; 2025Q3: 34,351 shares 34,351 $958K 0.03% +8,500 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: 3,861 shares; 2024Q4: 3,987 shares; 2025Q1: 3,357 shares; 2025Q2: 3,098 shares; 2025Q3: 2,805 shares 2,805 $957K 0.03% -293 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: 843 shares; 2024Q4: 1,012 shares; 2025Q1: 1,178 shares; 2025Q2: 1,273 shares; 2025Q3: 1,387 shares 1,387 $947K 0.03% +114 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,572 shares; 2024Q4: 36,572 shares; 2025Q1: 37,536 shares; 2025Q2: 36,737 shares; 2025Q3: 21,142 shares 21,142 $945K 0.03% -15,595 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 2,834 shares; 2025Q2: 2,836 shares; 2025Q3: 2,163 shares 2,163 $931K 0.03% -673 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: 4,293 shares; 2024Q4: 4,336 shares; 2025Q1: 4,210 shares; 2025Q2: 4,165 shares; 2025Q3: 4,270 shares 4,270 $921K 0.03% +105 Timeline IDEV 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: 11,170 shares; 2024Q4: 11,454 shares; 2025Q1: 11,454 shares; 2025Q2: 11,170 shares; 2025Q3: 11,170 shares 11,170 $895K 0.03% 0 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: 10,424 shares; 2024Q4: 10,283 shares; 2025Q1: 6,544 shares; 2025Q2: 6,793 shares; 2025Q3: 7,798 shares 7,798 $893K 0.03% +1,005 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: 10,561 shares; 2024Q4: 11,765 shares; 2025Q1: 10,450 shares; 2025Q2: 10,589 shares; 2025Q3: 10,594 shares 10,594 $888K 0.03% +5 Timeline AVGE 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: not reported; 2024Q4: not reported; 2025Q1: 8,398 shares; 2025Q2: 8,453 shares; 2025Q3: 10,366 shares 10,366 $865K 0.02% +1,913 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,181 shares; 2024Q4: 6,365 shares; 2025Q1: 6,423 shares; 2025Q2: 6,402 shares; 2025Q3: 7,543 shares 7,543 $864K 0.02% +1,141 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: 80,630 shares; 2024Q4: 78,388 shares; 2025Q1: 78,388 shares; 2025Q2: 72,540 shares; 2025Q3: 67,529 shares 67,529 $862K 0.02% -5,011 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: 12,766 shares; 2024Q4: 12,449 shares; 2025Q1: 12,318 shares; 2025Q2: 11,026 shares; 2025Q3: 8,281 shares 8,281 $859K 0.02% -2,745 Timeline SHM 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: 21,921 shares; 2024Q4: 21,921 shares; 2025Q1: 21,921 shares; 2025Q2: 17,599 shares; 2025Q3: 17,599 shares 17,599 $849K 0.02% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 14,625 shares; 2025Q1: 14,585 shares; 2025Q2: 14,585 shares; 2025Q3: 14,585 shares 14,585 $845K 0.02% 0 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: 2,721 shares; 2024Q4: 2,519 shares; 2025Q1: 2,824 shares; 2025Q2: 2,825 shares; 2025Q3: 2,538 shares 2,538 $843K 0.02% -287 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: 962 shares; 2024Q4: 1,051 shares; 2025Q1: 1,152 shares; 2025Q2: 1,445 shares; 2025Q3: 1,868 shares 1,868 $835K 0.02% +423 Timeline ESGV 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: 6,683 shares; 2024Q4: 6,683 shares; 2025Q1: 6,683 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares 6,683 $792K 0.02% 0 Timeline ICOW 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: 22,714 shares; 2024Q4: 22,382 shares; 2025Q1: 21,947 shares; 2025Q2: 21,953 shares; 2025Q3: 21,303 shares 21,303 $776K 0.02% -650 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,320 shares; 2024Q4: 96,372 shares; 2025Q1: 6,693 shares; 2025Q2: 7,483 shares; 2025Q3: 5,849 shares 5,849 $774K 0.02% -1,634 Timeline AVSC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,471 shares; 2025Q3: 13,421 shares 13,421 $768K 0.02% -2,050 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: 1,880 shares; 2024Q4: 2,032 shares; 2025Q1: 2,021 shares; 2025Q2: 2,111 shares; 2025Q3: 2,077 shares 2,077 $768K 0.02% -34 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: 2,078 shares; 2024Q4: 2,084 shares; 2025Q1: 2,037 shares; 2025Q2: 2,036 shares; 2025Q3: 2,039 shares 2,039 $763K 0.02% +3 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 1 shares 1 $754K 0.02% -2 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,550 shares; 2025Q3: 6,550 shares 6,550 $753K 0.02% 0 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: 1,946 shares; 2024Q4: 2,572 shares; 2025Q1: 2,440 shares; 2025Q2: 3,860 shares; 2025Q3: 3,781 shares 3,781 $750K 0.02% -79 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,949 shares; 2025Q1: 1,952 shares; 2025Q2: 1,954 shares; 2025Q3: 1,957 shares 1,957 $741K 0.02% +3 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: 3,062 shares; 2024Q4: 2,871 shares; 2025Q1: 2,701 shares; 2025Q2: 2,688 shares; 2025Q3: 2,627 shares 2,627 $734K 0.02% -61 Timeline EXI 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: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 4,206 shares; 2025Q2: 4,206 shares; 2025Q3: 4,206 shares 4,206 $727K 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,940 shares; 2025Q1: 4,718 shares; 2025Q2: 5,482 shares; 2025Q3: 5,507 shares 5,507 $723K 0.02% +25 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: 2,666 shares; 2024Q4: 2,450 shares; 2025Q1: 2,476 shares; 2025Q2: 2,477 shares; 2025Q3: 2,437 shares 2,437 $716K 0.02% -40 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: 3,678 shares; 2024Q4: 3,695 shares; 2025Q1: 3,702 shares; 2025Q2: 3,697 shares; 2025Q3: 3,699 shares 3,699 $713K 0.02% +2 Timeline IBDR 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: 29,605 shares; 2024Q4: 28,561 shares; 2025Q1: 29,188 shares; 2025Q2: 29,182 shares; 2025Q3: 29,181 shares 29,181 $709K 0.02% -1 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 3,441 shares; 2025Q1: 3,457 shares; 2025Q2: 3,372 shares; 2025Q3: 3,312 shares 3,312 $697K 0.02% -60 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,092 shares; 2024Q4: 25,901 shares; 2025Q1: 26,778 shares; 2025Q2: 26,778 shares; 2025Q3: 26,778 shares 26,778 $675K 0.02% 0 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: 3,254 shares; 2024Q4: 3,329 shares; 2025Q1: 3,657 shares; 2025Q2: 3,673 shares; 2025Q3: 3,048 shares 3,048 $673K 0.02% -625 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,276 shares; 2024Q4: 7,423 shares; 2025Q1: 7,407 shares; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares 7,407 $666K 0.02% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 15,450 shares; 2025Q1: 15,995 shares; 2025Q2: 14,964 shares; 2025Q3: 15,042 shares 15,042 $661K 0.02% +78 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,174 shares 2,174 $653K 0.02% +2 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: 3,292 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,296 shares 3,296 $646K 0.02% +4 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: 11,970 shares; 2024Q4: 11,969 shares; 2025Q1: 12,370 shares; 2025Q2: 13,255 shares; 2025Q3: 11,969 shares 11,969 $645K 0.02% -1,286 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: 1,887 shares; 2024Q4: 1,334 shares; 2025Q1: 1,642 shares; 2025Q2: 2,142 shares; 2025Q3: 2,135 shares 2,135 $642K 0.02% -7 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares 3,215 $631K 0.02% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,235 shares; 2024Q4: 22,741 shares; 2025Q1: 22,741 shares; 2025Q2: 22,741 shares; 2025Q3: 22,741 shares 22,741 $615K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,237 shares; 2025Q1: 2,182 shares; 2025Q2: 2,163 shares; 2025Q3: 2,164 shares 2,164 $604K 0.02% +1 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,324 shares; 2024Q4: 14,333 shares; 2025Q1: 14,333 shares; 2025Q2: 14,333 shares; 2025Q3: 14,073 shares 14,073 $601K 0.02% -260 Timeline CMF 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: 12,196 shares; 2024Q4: 11,616 shares; 2025Q1: 11,521 shares; 2025Q2: 10,266 shares; 2025Q3: 10,478 shares 10,478 $598K 0.02% +212 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: 28,092 shares; 2024Q4: 28,092 shares; 2025Q1: 30,369 shares; 2025Q2: 31,682 shares; 2025Q3: 34,057 shares 34,057 $584K 0.02% +2,375 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: 3,459 shares; 2024Q4: 3,459 shares; 2025Q1: 2,714 shares; 2025Q2: 2,714 shares; 2025Q3: 1,876 shares 1,876 $581K 0.02% -838 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: 4,026 shares; 2024Q4: 4,819 shares; 2025Q1: 4,509 shares; 2025Q2: 4,495 shares; 2025Q3: 4,477 shares 4,477 $581K 0.02% -18 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,708 shares; 2025Q3: 12,707 shares 12,707 $579K 0.02% -1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 10,633 shares; 2025Q1: 11,633 shares; 2025Q2: 11,453 shares; 2025Q3: 11,397 shares 11,397 $575K 0.02% -56 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 4,298 shares; 2025Q1: 4,330 shares; 2025Q2: 4,283 shares; 2025Q3: 4,262 shares 4,262 $574K 0.02% -21 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: 2,799 shares; 2024Q4: 2,810 shares; 2025Q1: 2,906 shares; 2025Q2: 2,903 shares; 2025Q3: 2,853 shares 2,853 $573K 0.02% -50 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,154 shares; 2024Q4: 20,154 shares; 2025Q1: 20,154 shares; 2025Q2: 20,154 shares; 2025Q3: 19,052 shares 19,052 $573K 0.02% -1,102 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 17,189 shares; 2025Q1: 17,189 shares; 2025Q2: 17,189 shares; 2025Q3: 17,189 shares 17,189 $565K 0.02% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: 1,130 shares; 2025Q2: 913 shares; 2025Q3: 786 shares 786 $565K 0.02% -127 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 6,846 shares; 2025Q1: 6,565 shares; 2025Q2: 6,591 shares; 2025Q3: 5,585 shares 5,585 $561K 0.02% -1,006 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 2,588 shares; 2025Q1: 2,712 shares; 2025Q2: 2,895 shares; 2025Q3: 2,976 shares 2,976 $559K 0.02% +81 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: 2,546 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,549 shares; 2025Q3: 2,599 shares 2,599 $558K 0.02% +50 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: 7,167 shares; 2024Q4: 7,147 shares; 2025Q1: 7,166 shares; 2025Q2: 6,986 shares; 2025Q3: 5,856 shares 5,856 $558K 0.02% -1,130 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: 1,383 shares; 2024Q4: 1,352 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 2,179 shares 2,179 $554K 0.02% +213 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: 1,843 shares; 2024Q4: 1,721 shares; 2025Q1: 1,800 shares; 2025Q2: 1,792 shares; 2025Q3: 1,798 shares 1,798 $549K 0.02% +6 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: 3,152 shares; 2024Q4: 3,054 shares; 2025Q1: 3,595 shares; 2025Q2: 3,789 shares; 2025Q3: 3,202 shares 3,202 $547K 0.02% -587 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,517 shares; 2025Q1: 3,520 shares; 2025Q2: 6,377 shares; 2025Q3: 4,828 shares 4,828 $539K 0.02% -1,549 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,594 shares; 2024Q4: 21,792 shares; 2025Q1: 21,143 shares; 2025Q2: 14,717 shares; 2025Q3: 14,330 shares 14,330 $539K 0.02% -387 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: 2,471 shares; 2024Q4: 3,688 shares; 2025Q1: 4,223 shares; 2025Q2: 3,591 shares; 2025Q3: 6,009 shares 6,009 $537K 0.02% +2,418 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: not reported; 2024Q4: not reported; 2025Q1: 1,235 shares; 2025Q2: 1,130 shares; 2025Q3: 1,150 shares 1,150 $533K 0.02% +20 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,801 shares; 2025Q1: 4,801 shares; 2025Q2: 4,801 shares; 2025Q3: 4,801 shares 4,801 $517K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,233 shares; 2025Q1: 4,135 shares; 2025Q2: 4,080 shares; 2025Q3: 4,057 shares 4,057 $514K 0.01% -23 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 12,512 shares; 2025Q1: 12,115 shares; 2025Q2: 12,114 shares; 2025Q3: 11,876 shares 11,876 $508K 0.01% -238 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,175 shares; 2025Q1: 1,165 shares; 2025Q2: 1,206 shares; 2025Q3: 1,559 shares 1,559 $502K 0.01% +353 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: 4,762 shares; 2024Q4: 4,762 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 5,085 shares 5,085 $496K 0.01% +290 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: 11,925 shares; 2024Q4: 12,026 shares; 2025Q1: 29,228 shares; 2025Q2: 10,573 shares; 2025Q3: 11,617 shares 11,617 $492K 0.01% +1,044 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: 3,276 shares; 2024Q4: 3,233 shares; 2025Q1: 3,180 shares; 2025Q2: 3,120 shares; 2025Q3: 3,079 shares 3,079 $489K 0.01% -41 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 6,733 shares; 2025Q1: 6,687 shares; 2025Q2: 5,029 shares; 2025Q3: 4,882 shares 4,882 $486K 0.01% -147 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,189 shares; 2024Q4: 31,919 shares; 2025Q1: 32,804 shares; 2025Q2: 22,952 shares; 2025Q3: 21,359 shares 21,359 $480K 0.01% -1,593 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: 1,995 shares; 2024Q4: 2,303 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares 1,989 $477K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,807 shares; 2024Q4: 7,589 shares; 2025Q1: 7,652 shares; 2025Q2: 7,650 shares; 2025Q3: 7,623 shares 7,623 $476K 0.01% -27 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: 2,006 shares; 2024Q4: 2,104 shares; 2025Q1: 2,109 shares; 2025Q2: 2,111 shares; 2025Q3: 1,445 shares 1,445 $476K 0.01% -666 Timeline PREMIER INC PREMIER INC More: the full row for PREMIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,815 shares; 2024Q4: 25,815 shares; 2025Q1: 25,815 shares; 2025Q2: 16,998 shares; 2025Q3: 16,998 shares 16,998 $473K 0.01% 0 AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: 2,887 shares; 2025Q1: 2,787 shares; 2025Q2: 2,864 shares; 2025Q3: 2,787 shares 2,787 $470K 0.01% -77 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: 3,503 shares; 2024Q4: 3,221 shares; 2025Q1: 3,541 shares; 2025Q2: 5,000 shares; 2025Q3: 5,363 shares 5,363 $468K 0.01% +363 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: 1,747 shares; 2024Q4: 1,761 shares; 2025Q1: 1,881 shares; 2025Q2: 1,851 shares; 2025Q3: 1,855 shares 1,855 $466K 0.01% +4 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: 7,083 shares; 2024Q4: 6,485 shares; 2025Q1: 6,757 shares; 2025Q2: 6,320 shares; 2025Q3: 6,644 shares 6,644 $463K 0.01% +324 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,221 shares; 2025Q1: 2,259 shares; 2025Q2: 2,431 shares; 2025Q3: 2,406 shares 2,406 $463K 0.01% -25 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,970 shares; 2025Q1: 2,137 shares; 2025Q2: 2,101 shares; 2025Q3: 1,875 shares 1,875 $462K 0.01% -226 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: 8,865 shares; 2024Q4: 6,939 shares; 2025Q1: 7,551 shares; 2025Q2: 7,231 shares; 2025Q3: 7,196 shares 7,196 $456K 0.01% -35 Timeline IXN 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: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,414 shares; 2025Q2: 4,414 shares; 2025Q3: 4,414 shares 4,414 $456K 0.01% 0 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: 9,919 shares; 2024Q4: 9,202 shares; 2025Q1: 8,978 shares; 2025Q2: 8,870 shares; 2025Q3: 8,870 shares 8,870 $453K 0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,635 shares; 2024Q4: 49,635 shares; 2025Q1: 49,635 shares; 2025Q2: 49,635 shares; 2025Q3: 49,635 shares 49,635 $452K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 462 shares; 2025Q1: 478 shares; 2025Q2: 466 shares; 2025Q3: 474 shares 474 $452K 0.01% +8 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares; 2025Q3: 2,733 shares 2,733 $450K 0.01% -26 Timeline FLRN 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: 19,584 shares; 2024Q4: 19,089 shares; 2025Q1: 19,076 shares; 2025Q2: 14,616 shares; 2025Q3: 14,549 shares 14,549 $449K 0.01% -67 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,302 shares; 2025Q1: 1,303 shares; 2025Q2: 1,304 shares; 2025Q3: 1,285 shares 1,285 $445K 0.01% -19 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 8,250 shares; 2025Q2: 8,125 shares; 2025Q3: 8,125 shares 8,125 $442K 0.01% 0 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: 554 shares; 2024Q4: 570 shares; 2025Q1: 481 shares; 2025Q2: 434 shares; 2025Q3: 403 shares 403 $435K 0.01% -31 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: 13,957 shares; 2024Q4: 13,987 shares; 2025Q1: 12,313 shares; 2025Q2: 12,170 shares; 2025Q3: 12,170 shares 12,170 $432K 0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 6,951 shares; 2025Q1: 6,951 shares; 2025Q2: 6,951 shares; 2025Q3: 6,951 shares 6,951 $432K 0.01% 0 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: 5,569 shares; 2024Q4: 5,293 shares; 2025Q1: 4,615 shares; 2025Q2: 4,706 shares; 2025Q3: 4,471 shares 4,471 $427K 0.01% -235 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,541 shares; 2025Q3: 3,518 shares 3,518 $415K 0.01% -23 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: 30,750 shares; 2024Q4: 28,311 shares; 2025Q1: 17,941 shares; 2025Q2: 13,802 shares; 2025Q3: 12,355 shares 12,355 $415K 0.01% -1,447 Timeline AVLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,649 shares; 2025Q3: 5,682 shares 5,682 $411K 0.01% +33 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares 2,154 $409K 0.01% new 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: 10,665 shares; 2024Q4: 11,736 shares; 2025Q1: 10,370 shares; 2025Q2: 9,850 shares; 2025Q3: 9,454 shares 9,454 $408K 0.01% -396 Timeline LQD 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: 5,650 shares; 2024Q4: 5,193 shares; 2025Q1: 3,955 shares; 2025Q2: 3,645 shares; 2025Q3: 3,647 shares 3,647 $407K 0.01% +2 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: 3,966 shares; 2024Q4: 3,966 shares; 2025Q1: 4,470 shares; 2025Q2: 4,474 shares; 2025Q3: 4,657 shares 4,657 $406K 0.01% +183 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,433 shares; 2025Q2: 2,726 shares; 2025Q3: 2,846 shares 2,846 $403K 0.01% +120 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES 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: 5,000 shares; 2025Q3: 5,000 shares 5,000 $403K 0.01% 0 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: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,704 shares 1,704 $402K 0.01% +4 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 5,088 shares; 2025Q1: 4,718 shares; 2025Q2: 4,331 shares; 2025Q3: 4,297 shares 4,297 $397K 0.01% -34 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,858 shares; 2025Q1: 12,038 shares; 2025Q2: 16,211 shares; 2025Q3: 16,020 shares 16,020 $393K 0.01% -191 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,002 shares; 2025Q3: 718 shares 718 $390K 0.01% -284 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: 10,930 shares; 2024Q4: 11,611 shares; 2025Q1: 1,867 shares; 2025Q2: 1,578 shares; 2025Q3: 1,457 shares 1,457 $380K 0.01% -121 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,258 shares; 2024Q4: 8,202 shares; 2025Q1: 8,202 shares; 2025Q2: 8,202 shares; 2025Q3: 8,202 shares 8,202 $376K 0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,657 shares; 2024Q4: 21,657 shares; 2025Q1: 22,096 shares; 2025Q2: 14,226 shares; 2025Q3: 14,836 shares 14,836 $375K 0.01% +610 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: 5,187 shares; 2024Q4: 5,172 shares; 2025Q1: 4,695 shares; 2025Q2: 4,617 shares; 2025Q3: 4,575 shares 4,575 $375K 0.01% -42 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: 11,646 shares; 2024Q4: 11,650 shares; 2025Q1: 10,525 shares; 2025Q2: 9,794 shares; 2025Q3: 9,799 shares 9,799 $375K 0.01% +5 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 5,131 shares 5,131 $373K 0.01% 0 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: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares 1,021 $373K 0.01% 0 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: 3,337 shares; 2024Q4: 3,659 shares; 2025Q1: 3,703 shares; 2025Q2: 3,676 shares; 2025Q3: 3,303 shares 3,303 $367K 0.01% -373 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,638 shares; 2025Q3: 1,488 shares 1,488 $367K 0.01% -150 Timeline PWZ 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: 25,390 shares; 2024Q4: 25,306 shares; 2025Q1: 25,148 shares; 2025Q2: 15,296 shares; 2025Q3: 15,239 shares 15,239 $365K 0.01% -57 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 8,040 shares; 2025Q1: 7,000 shares; 2025Q2: 8,026 shares; 2025Q3: 7,000 shares 7,000 $364K 0.01% -1,026 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,026 shares; 2025Q3: 7,095 shares 7,095 $363K 0.01% +69 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: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,140 shares; 2025Q2: 2,106 shares; 2025Q3: 2,079 shares 2,079 $359K 0.01% -27 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: 3,155 shares; 2024Q4: 3,174 shares; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares 2,878 $356K 0.01% 0 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: 6,083 shares; 2024Q4: 6,650 shares; 2025Q1: 6,509 shares; 2025Q2: 6,252 shares; 2025Q3: 5,836 shares 5,836 $348K 0.01% -416 ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 13,192 shares; 2025Q1: 13,068 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares 13,000 $348K 0.01% 0 HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,181 shares; 2025Q2: not reported; 2025Q3: 1,839 shares 1,839 $344K 0.01% new 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: 922 shares; 2024Q4: 934 shares; 2025Q1: 823 shares; 2025Q2: 820 shares; 2025Q3: 814 shares 814 $344K 0.01% -6 Timeline CALF 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: 17,478 shares; 2024Q4: 16,968 shares; 2025Q1: 12,521 shares; 2025Q2: 10,827 shares; 2025Q3: 7,803 shares 7,803 $342K 0.01% -3,024 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: 2,256 shares; 2024Q4: 2,256 shares; 2025Q1: 2,256 shares; 2025Q2: 3,028 shares; 2025Q3: 3,030 shares 3,030 $341K 0.01% +2 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,139 shares; 2024Q4: 13,246 shares; 2025Q1: 13,229 shares; 2025Q2: 13,229 shares; 2025Q3: 13,229 shares 13,229 $339K 0.01% 0 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: 3,787 shares; 2024Q4: 3,854 shares; 2025Q1: 3,360 shares; 2025Q2: 3,299 shares; 2025Q3: 3,313 shares 3,313 $336K 0.01% +14 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS 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: 4,208 shares; 2025Q3: 4,208 shares 4,208 $335K 0.01% 0 Timeline IBMP 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: 14,376 shares; 2024Q4: 13,248 shares; 2025Q1: 13,146 shares; 2025Q2: 13,043 shares; 2025Q3: 13,043 shares 13,043 $332K 0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,655 shares; 2024Q4: 15,655 shares; 2025Q1: 15,655 shares; 2025Q2: 15,655 shares; 2025Q3: 15,655 shares 15,655 $331K 0.01% 0 Timeline ESGU 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: 2,499 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,257 shares 2,257 $329K 0.01% -243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 534 shares; 2025Q3: 531 shares 531 $327K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,857 shares; 2025Q3: 1,941 shares 1,941 $325K 0.01% +84 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: 12,476 shares; 2024Q4: 12,938 shares; 2025Q1: 4,707 shares; 2025Q2: 4,490 shares; 2025Q3: 3,836 shares 3,836 $325K 0.01% -654 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,354 shares; 2025Q2: 3,142 shares; 2025Q3: 2,979 shares 2,979 $324K 0.01% -163 Timeline IBMQ 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: 9,253 shares; 2024Q4: not reported; 2025Q1: 12,460 shares; 2025Q2: 12,459 shares; 2025Q3: 12,459 shares 12,459 $319K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 16,000 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares 18,700 $319K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 3,961 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,300 shares 3,300 $319K 0.01% -661 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,361 shares; 2025Q1: 4,539 shares; 2025Q2: 4,624 shares; 2025Q3: 4,620 shares 4,620 $312K 0.01% -4 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 6,703 shares; 2025Q1: 6,703 shares; 2025Q2: 6,703 shares; 2025Q3: 6,703 shares 6,703 $310K 0.01% 0 Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS 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: 14,016 shares; 2025Q3: 14,016 shares 14,016 $310K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 9,936 shares; 2025Q3: 9,436 shares 9,436 $309K 0.01% -500 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: 802 shares; 2024Q4: 802 shares; 2025Q1: 814 shares; 2025Q2: 802 shares; 2025Q3: 744 shares 744 $308K 0.01% -58 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: 5,393 shares; 2024Q4: 5,029 shares; 2025Q1: 5,407 shares; 2025Q2: 5,387 shares; 2025Q3: 3,845 shares 3,845 $307K 0.01% -1,542 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,213 shares; 2025Q3: 9,213 shares 9,213 $306K 0.01% 0 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: 5,490 shares; 2025Q2: 7,101 shares; 2025Q3: 7,176 shares 7,176 $305K 0.01% +75 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 5,104 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 4,425 shares 4,425 $303K 0.01% -679 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: 1,558 shares; 2024Q4: 1,524 shares; 2025Q1: 1,622 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares 1,296 $297K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares 2,082 $296K 0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 870 shares; 2025Q3: 870 shares 870 $296K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,269 shares; 2024Q4: 15,131 shares; 2025Q1: 13,605 shares; 2025Q2: 29,955 shares; 2025Q3: 29,955 shares 29,955 $293K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 13,305 shares; 2025Q1: 10,481 shares; 2025Q2: 10,639 shares; 2025Q3: 8,788 shares 8,788 $293K 0.01% -1,851 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,172 shares; 2025Q1: 3,172 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares 3,146 $293K 0.01% 0 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,450 shares 18,450 $291K 0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: 7,133 shares; 2025Q1: 7,133 shares; 2025Q2: 7,133 shares; 2025Q3: 7,133 shares 7,133 $289K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: 3,223 shares; 2025Q1: 3,223 shares; 2025Q2: 3,223 shares; 2025Q3: 3,213 shares 3,213 $288K 0.01% -10 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: 6,190 shares; 2024Q4: 6,190 shares; 2025Q1: 6,190 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares 6,190 $286K 0.01% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 7,481 shares; 2025Q1: 7,458 shares; 2025Q2: 7,458 shares; 2025Q3: 7,458 shares 7,458 $286K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 1,969 shares; 2025Q1: 1,865 shares; 2025Q2: 1,839 shares; 2025Q3: 1,822 shares 1,822 $286K 0.01% -17 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 359 shares 359 $286K 0.01% +1 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: 3,454 shares; 2024Q4: 3,554 shares; 2025Q1: 3,701 shares; 2025Q2: 3,594 shares; 2025Q3: 3,628 shares 3,628 $283K 0.01% +34 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 8,456 shares; 2025Q1: 9,221 shares; 2025Q2: 3,122 shares; 2025Q3: 3,089 shares 3,089 $282K 0.01% -33 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE 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: not reported; 2025Q2: not reported; 2025Q3: 823 shares 823 $278K 0.01% new Timeline AVXC 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: not reported; 2024Q4: not reported; 2025Q1: 5,618 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares 4,631 $278K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,022 shares; 2025Q2: 1,999 shares; 2025Q3: 2,029 shares 2,029 $275K 0.01% +30 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 5,028 shares; 2025Q1: 4,689 shares; 2025Q2: 4,239 shares; 2025Q3: 4,239 shares 4,239 $272K 0.01% 0 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,953 shares; 2025Q3: 2,953 shares 2,953 $271K 0.01% 0 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: 3,126 shares; 2024Q4: 3,157 shares; 2025Q1: 2,567 shares; 2025Q2: 2,717 shares; 2025Q3: 2,277 shares 2,277 $271K 0.01% -440 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: 16,676 shares; 2024Q4: 13,508 shares; 2025Q1: 9,917 shares; 2025Q2: 9,547 shares; 2025Q3: 8,608 shares 8,608 $270K 0.01% -939 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,981 shares; 2025Q1: 2,471 shares; 2025Q2: 2,169 shares; 2025Q3: 2,170 shares 2,170 $268K 0.01% +1 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares 3,197 $266K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,116 shares 1,116 $266K 0.01% -39 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,703 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares 2,240 $265K 0.01% 0 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,079 shares; 2025Q2: 2,000 shares; 2025Q3: 2,009 shares 2,009 $261K 0.01% +9 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,222 shares; 2025Q1: 5,192 shares; 2025Q2: 5,150 shares; 2025Q3: 4,360 shares 4,360 $258K 0.01% -790 NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,539 shares; 2024Q4: 11,244 shares; 2025Q1: 11,052 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares 5,860 $257K 0.01% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,496 shares; 2025Q1: 5,952 shares; 2025Q2: 5,952 shares; 2025Q3: 5,952 shares 5,952 $257K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 1,034 shares 1,034 $255K 0.01% +99 Timeline IBDS 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: 9,110 shares; 2024Q4: 9,528 shares; 2025Q1: 10,447 shares; 2025Q2: 10,447 shares; 2025Q3: 10,447 shares 10,447 $254K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 513 shares; 2025Q1: 503 shares; 2025Q2: 497 shares; 2025Q3: 514 shares 514 $253K 0.01% +17 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: 1,653 shares; 2024Q4: 2,232 shares; 2025Q1: 1,760 shares; 2025Q2: 1,617 shares; 2025Q3: 1,617 shares 1,617 $249K 0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,414 shares; 2025Q1: 3,414 shares; 2025Q2: 3,374 shares; 2025Q3: 3,346 shares 3,346 $245K 0.01% -28 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares 1,817 $245K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares 3,011 $243K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares 1,420 $242K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,223 shares; 2024Q4: 7,431 shares; 2025Q1: 7,373 shares; 2025Q2: 6,898 shares; 2025Q3: 5,366 shares 5,366 $242K 0.01% -1,532 Timeline FTA 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: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares 2,855 $238K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 3,381 shares; 2025Q1: 3,396 shares; 2025Q2: 3,387 shares; 2025Q3: 3,914 shares 3,914 $234K 0.01% +527 Timeline ISTB 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: 5,322 shares; 2024Q4: 5,219 shares; 2025Q1: 5,219 shares; 2025Q2: 4,767 shares; 2025Q3: 4,767 shares 4,767 $233K 0.01% 0 Timeline AVRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,538 shares; 2025Q3: 5,197 shares 5,197 $231K 0.01% -341 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 974 shares; 2025Q2: 709 shares; 2025Q3: 712 shares 712 $230K 0.01% +3 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares 246 $230K 0.01% 0 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: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,084 shares; 2025Q3: 3,051 shares 3,051 $229K 0.01% -33 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,414 shares; 2024Q4: 7,414 shares; 2025Q1: 7,414 shares; 2025Q2: 7,321 shares; 2025Q3: 6,501 shares 6,501 $229K 0.01% -820 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 5,370 shares; 2025Q1: not reported; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares 4,955 $226K 0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,470 shares; 2025Q1: 2,470 shares; 2025Q2: 2,423 shares; 2025Q3: 2,389 shares 2,389 $225K 0.01% -34 Timeline IXC 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: 5,295 shares; 2024Q4: 5,299 shares; 2025Q1: 5,299 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares 5,320 $222K 0.01% 0 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: 782 shares; 2024Q4: 745 shares; 2025Q1: 783 shares; 2025Q2: 781 shares; 2025Q3: 781 shares 781 $220K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 910 shares; 2025Q2: 809 shares; 2025Q3: 760 shares 760 $220K 0.01% -49 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,691 shares; 2025Q2: 3,336 shares; 2025Q3: 3,299 shares 3,299 $219K 0.01% -37 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: 560 shares; 2024Q4: 573 shares; 2025Q1: not reported; 2025Q2: 392 shares; 2025Q3: 448 shares 448 $218K 0.01% +56 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 486 shares; 2025Q1: 477 shares; 2025Q2: 482 shares; 2025Q3: 385 shares 385 $216K 0.01% -97 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 4,759 shares; 2025Q1: 4,759 shares; 2025Q2: 4,690 shares; 2025Q3: 4,641 shares 4,641 $215K 0.01% -49 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 969 shares 969 $215K 0.01% new 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: 3,679 shares; 2024Q4: 3,284 shares; 2025Q1: 3,255 shares; 2025Q2: 3,574 shares; 2025Q3: 1,443 shares 1,443 $214K 0.01% -2,131 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,031 shares 6,031 $214K 0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,908 shares; 2025Q3: 4,486 shares 4,486 $214K 0.01% -1,422 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 567 shares; 2025Q3: 467 shares 467 $214K 0.01% -100 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,585 shares 1,585 $213K 0.01% new 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: 4,954 shares; 2024Q4: 4,735 shares; 2025Q1: 4,735 shares; 2025Q2: 4,297 shares; 2025Q3: 4,297 shares 4,297 $212K 0.01% 0 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: 7,027 shares; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: not reported; 2025Q3: 6,146 shares 6,146 $212K 0.01% new Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares 1,238 $208K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,408 shares 1,408 $207K 0.01% new Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,977 shares; 2025Q3: 7,977 shares 7,977 $204K 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,835 shares 1,835 $204K 0.01% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,263 shares; 2025Q3: 7,169 shares 7,169 $203K 0.01% -94 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: 3,380 shares; 2024Q4: 3,298 shares; 2025Q1: 3,312 shares; 2025Q2: 2,995 shares; 2025Q3: 3,030 shares 3,030 $203K 0.01% +35 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,337 shares; 2025Q1: not reported; 2025Q2: 4,337 shares; 2025Q3: 4,337 shares 4,337 $203K 0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,844 shares 6,844 $203K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 3,479 shares 3,479 $203K 0.01% new Timeline IBTM 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: 9,713 shares; 2024Q4: 9,466 shares; 2025Q1: 8,822 shares; 2025Q2: 8,822 shares; 2025Q3: 8,714 shares 8,714 $202K 0.01% -108 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 3,029 shares; 2025Q1: 3,004 shares; 2025Q2: 3,004 shares; 2025Q3: 3,004 shares 3,004 $201K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares 210 $200K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares 2,656 $200K 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,544 shares; 2024Q4: 10,544 shares; 2025Q1: 10,534 shares; 2025Q2: 10,332 shares; 2025Q3: 10,526 shares 10,526 $197K 0.01% +194 Timeline AES AES CORP More: the full row for AES 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: 15,451 shares; 2025Q3: 13,391 shares 13,391 $176K 0.01% -2,060 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,750 shares; 2024Q4: 26,150 shares; 2025Q1: 25,250 shares; 2025Q2: 25,250 shares; 2025Q3: 25,250 shares 25,250 $166K <0.01% 0 DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,241 shares; 2024Q4: 11,241 shares; 2025Q1: 11,241 shares; 2025Q2: 11,241 shares; 2025Q3: 11,241 shares 11,241 $113K <0.01% 0 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,600 shares 13,600 $61.9K <0.01% new Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,663 shares; 2024Q4: 11,663 shares; 2025Q1: 11,563 shares; 2025Q2: 10,563 shares; 2025Q3: 10,563 shares 10,563 $53.7K <0.01% 0 Timeline HITI HIGH TIDE INC More: the full row for HIGH TIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,755 shares; 2024Q4: 12,755 shares; 2025Q1: 12,755 shares; 2025Q2: 12,755 shares; 2025Q3: 12,755 shares 12,755 $46.3K <0.01% 0 Timeline ORGO ORGANOGENESIS HLDGS INC More: the full row for ORGANOGENESIS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,324 shares; 2025Q1: 10,324 shares; 2025Q2: 10,324 shares; 2025Q3: 10,324 shares 10,324 $43.6K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 18,722 shares; 2025Q1: 18,052 shares; 2025Q2: 19,726 shares; 2025Q3: 18,062 shares 18,062 $42.1K <0.01% -1,664 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares 10,100 $41.4K <0.01% 0 Timeline