DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,248 shares; 2024Q4: 678,803 shares; 2025Q1: 639,697 shares; 2025Q2: 624,253 shares; 2025Q3: 594,844 shares 594,844 $52.9M 5.2% -29,409 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: 251,412 shares; 2024Q4: 249,220 shares; 2025Q1: 233,815 shares; 2025Q2: 220,047 shares; 2025Q3: 209,630 shares 209,630 $29.5M 2.91% -10,417 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: 50,103 shares; 2024Q4: 50,421 shares; 2025Q1: 52,818 shares; 2025Q2: 51,384 shares; 2025Q3: 54,371 shares 54,371 $26.1M 2.56% +2,987 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,934 shares; 2024Q4: 249,285 shares; 2025Q1: 286,580 shares; 2025Q2: 311,387 shares; 2025Q3: 404,818 shares 404,818 $24M 2.36% +93,431 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: 48,069 shares; 2024Q4: 47,432 shares; 2025Q1: 47,429 shares; 2025Q2: 47,141 shares; 2025Q3: 46,821 shares 46,821 $23.5M 2.32% -320 Timeline TFLO 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: 415,660 shares; 2024Q4: 403,397 shares; 2025Q1: 404,297 shares; 2025Q2: 369,351 shares; 2025Q3: 432,582 shares 432,582 $21.9M 2.15% +63,231 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,134 shares; 2024Q4: 533,217 shares; 2025Q1: 515,183 shares; 2025Q2: 501,128 shares; 2025Q3: 494,482 shares 494,482 $21.5M 2.11% -6,646 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: 55,440 shares; 2024Q4: 56,959 shares; 2025Q1: 55,490 shares; 2025Q2: 31,755 shares; 2025Q3: 31,810 shares 31,810 $21.3M 2.09% +55 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,912 shares; 2024Q4: 274,599 shares; 2025Q1: 277,467 shares; 2025Q2: 248,091 shares; 2025Q3: 228,322 shares 228,322 $20.9M 2.06% -19,769 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 853,661 shares; 2025Q1: 822,236 shares; 2025Q2: 944,208 shares; 2025Q3: 723,090 shares 723,090 $20.2M 1.99% -221,118 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: 460,623 shares; 2024Q4: 438,779 shares; 2025Q1: 421,511 shares; 2025Q2: 414,756 shares; 2025Q3: 415,957 shares 415,957 $19.2M 1.89% +1,201 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,900 shares; 2024Q4: 134,698 shares; 2025Q1: 134,190 shares; 2025Q2: 127,341 shares; 2025Q3: 121,847 shares 121,847 $17.7M 1.75% -5,494 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: 87,297 shares; 2024Q4: 86,765 shares; 2025Q1: 86,730 shares; 2025Q2: 91,106 shares; 2025Q3: 89,827 shares 89,827 $16.8M 1.65% -1,279 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: 38,443 shares; 2024Q4: 42,046 shares; 2025Q1: 61,883 shares; 2025Q2: 77,496 shares; 2025Q3: 88,034 shares 88,034 $16.4M 1.61% +10,538 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,390 shares; 2024Q4: 297,708 shares; 2025Q1: 274,793 shares; 2025Q2: 261,635 shares; 2025Q3: 243,425 shares 243,425 $16.4M 1.61% -18,210 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: 67,878 shares; 2024Q4: 75,855 shares; 2025Q1: 121,526 shares; 2025Q2: 226,793 shares; 2025Q3: 286,372 shares 286,372 $15.5M 1.53% +59,579 Timeline MGC 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: 17,207 shares; 2025Q2: 28,137 shares; 2025Q3: 56,875 shares 56,875 $13.9M 1.37% +28,738 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: 183,617 shares; 2024Q4: 202,256 shares; 2025Q1: 192,789 shares; 2025Q2: 247,108 shares; 2025Q3: 300,583 shares 300,583 $13.2M 1.3% +53,475 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,999 shares; 2024Q4: 54,250 shares; 2025Q1: 63,505 shares; 2025Q2: 68,559 shares; 2025Q3: 66,968 shares 66,968 $13M 1.28% -1,591 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: 43,232 shares; 2024Q4: 42,435 shares; 2025Q1: 41,569 shares; 2025Q2: 40,705 shares; 2025Q3: 39,874 shares 39,874 $12.6M 1.24% -831 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: 44,763 shares; 2024Q4: 43,077 shares; 2025Q1: 44,357 shares; 2025Q2: 44,024 shares; 2025Q3: 45,478 shares 45,478 $11.6M 1.14% +1,454 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,374 shares; 2024Q4: 186,025 shares; 2025Q1: 172,317 shares; 2025Q2: 158,907 shares; 2025Q3: 151,529 shares 151,529 $11.3M 1.11% -7,378 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: 20,185 shares; 2024Q4: 19,867 shares; 2025Q1: 19,697 shares; 2025Q2: 20,061 shares; 2025Q3: 21,057 shares 21,057 $10.9M 1.07% +996 Timeline SPTM 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: 153,600 shares; 2024Q4: 146,834 shares; 2025Q1: 136,312 shares; 2025Q2: 136,146 shares; 2025Q3: 131,186 shares 131,186 $10.6M 1.04% -4,960 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: 33,220 shares; 2024Q4: 32,965 shares; 2025Q1: 32,421 shares; 2025Q2: 32,539 shares; 2025Q3: 32,190 shares 32,190 $10.6M 1.04% -349 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,833 shares; 2025Q3: 268,183 shares 268,183 $9.16M 0.9% +137,350 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: 102,788 shares; 2024Q4: 100,969 shares; 2025Q1: 92,222 shares; 2025Q2: 81,810 shares; 2025Q3: 77,915 shares 77,915 $8.78M 0.86% -3,895 Timeline XDEC 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: 235,047 shares; 2024Q4: 229,710 shares; 2025Q1: 226,379 shares; 2025Q2: 222,313 shares; 2025Q3: 214,755 shares 214,755 $8.61M 0.85% -7,558 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: 28,718 shares; 2024Q4: 26,904 shares; 2025Q1: 25,036 shares; 2025Q2: 23,791 shares; 2025Q3: 22,087 shares 22,087 $8.27M 0.81% -1,704 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 11,837 shares; 2025Q1: 111,665 shares; 2025Q2: 108,575 shares; 2025Q3: 96,795 shares 96,795 $8.03M 0.79% -11,780 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: 50,360 shares; 2024Q4: 45,953 shares; 2025Q1: 42,015 shares; 2025Q2: 39,231 shares; 2025Q3: 36,936 shares 36,936 $7.97M 0.78% -2,295 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,027 shares; 2025Q3: 206,666 shares 206,666 $7.82M 0.77% +21,639 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,055 shares; 2024Q4: 61,375 shares; 2025Q1: 62,063 shares; 2025Q2: 66,440 shares; 2025Q3: 79,567 shares 79,567 $7.57M 0.74% +13,127 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: 4,116 shares; 2024Q4: 4,681 shares; 2025Q1: 53,678 shares; 2025Q2: 59,794 shares; 2025Q3: 73,239 shares 73,239 $7.54M 0.74% +13,445 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: 24,324 shares; 2024Q4: 23,819 shares; 2025Q1: 30,765 shares; 2025Q2: 32,456 shares; 2025Q3: 33,761 shares 33,761 $7.41M 0.73% +1,305 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: 30,173 shares; 2025Q1: 63,308 shares; 2025Q2: 63,734 shares; 2025Q3: 99,354 shares 99,354 $7.23M 0.71% +35,620 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: 28,362 shares; 2024Q4: 27,239 shares; 2025Q1: 25,864 shares; 2025Q2: 25,227 shares; 2025Q3: 25,500 shares 25,500 $7.17M 0.71% +273 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: 106,488 shares; 2024Q4: 101,451 shares; 2025Q1: 95,440 shares; 2025Q2: 90,005 shares; 2025Q3: 85,225 shares 85,225 $7.14M 0.7% -4,780 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,039 shares; 2024Q4: 34,016 shares; 2025Q1: 31,306 shares; 2025Q2: 29,332 shares; 2025Q3: 27,583 shares 27,583 $6.33M 0.62% -1,749 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: 6,488 shares; 2025Q1: 6,037 shares; 2025Q2: 5,672 shares; 2025Q3: 5,348 shares 5,348 $6.24M 0.61% -324 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,919 shares; 2024Q4: 57,057 shares; 2025Q1: 53,065 shares; 2025Q2: 50,345 shares; 2025Q3: 47,611 shares 47,611 $5.83M 0.57% -2,734 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,841 shares; 2024Q4: 265,508 shares; 2025Q1: 238,246 shares; 2025Q2: 222,644 shares; 2025Q3: 205,610 shares 205,610 $5.82M 0.57% -17,034 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,175 shares; 2025Q1: 18,899 shares; 2025Q2: 20,009 shares; 2025Q3: 22,212 shares 22,212 $5.7M 0.56% +2,203 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: 34,525 shares; 2024Q4: 34,143 shares; 2025Q1: 32,404 shares; 2025Q2: 31,090 shares; 2025Q3: 29,864 shares 29,864 $5.49M 0.54% -1,226 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: 161,244 shares; 2024Q4: 152,241 shares; 2025Q1: 142,822 shares; 2025Q2: 133,431 shares; 2025Q3: 122,877 shares 122,877 $5.4M 0.53% -10,554 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,819 shares; 2025Q3: 104,248 shares 104,248 $5.16M 0.51% +9,429 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: 6,240 shares; 2024Q4: 6,127 shares; 2025Q1: 6,275 shares; 2025Q2: 6,725 shares; 2025Q3: 6,938 shares 6,938 $5.1M 0.5% +213 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,415 shares; 2024Q4: 101,456 shares; 2025Q1: 109,981 shares; 2025Q2: 105,276 shares; 2025Q3: 95,920 shares 95,920 $5.09M 0.5% -9,356 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: 93,929 shares; 2024Q4: 93,027 shares; 2025Q1: 86,603 shares; 2025Q2: 82,028 shares; 2025Q3: 76,667 shares 76,667 $5.06M 0.5% -5,361 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,885 shares; 2024Q4: 85,661 shares; 2025Q1: 72,657 shares; 2025Q2: 69,544 shares; 2025Q3: 53,117 shares 53,117 $4.97M 0.49% -16,427 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,775 shares; 2024Q4: 27,132 shares; 2025Q1: 25,455 shares; 2025Q2: 23,963 shares; 2025Q3: 22,477 shares 22,477 $4.96M 0.49% -1,486 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: 17,779 shares; 2024Q4: 17,265 shares; 2025Q1: 18,394 shares; 2025Q2: 19,361 shares; 2025Q3: 20,383 shares 20,383 $4.96M 0.49% +1,022 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: 47,126 shares; 2024Q4: 46,644 shares; 2025Q1: 43,934 shares; 2025Q2: 41,566 shares; 2025Q3: 39,237 shares 39,237 $4.86M 0.48% -2,329 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,444 shares; 2024Q4: 53,424 shares; 2025Q1: 66,716 shares; 2025Q2: 74,227 shares; 2025Q3: 91,171 shares 91,171 $4.85M 0.48% +16,944 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: 219,467 shares; 2024Q4: 206,216 shares; 2025Q1: 242,616 shares; 2025Q2: 219,131 shares; 2025Q3: 189,292 shares 189,292 $4.77M 0.47% -29,839 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: 135,528 shares; 2024Q4: 125,085 shares; 2025Q1: 111,660 shares; 2025Q2: 104,718 shares; 2025Q3: 91,112 shares 91,112 $4.77M 0.47% -13,606 Timeline DDEC 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: 52,780 shares; 2024Q4: 133,910 shares; 2025Q1: 135,449 shares; 2025Q2: 123,643 shares; 2025Q3: 106,760 shares 106,760 $4.67M 0.46% -16,883 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: 145,378 shares; 2024Q4: 143,191 shares; 2025Q1: 135,688 shares; 2025Q2: 127,621 shares; 2025Q3: 119,776 shares 119,776 $4.59M 0.45% -7,845 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: 32,860 shares; 2024Q4: 32,750 shares; 2025Q1: 31,351 shares; 2025Q2: 29,748 shares; 2025Q3: 27,551 shares 27,551 $4.58M 0.45% -2,197 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: 43,364 shares; 2024Q4: 42,758 shares; 2025Q1: 43,668 shares; 2025Q2: 43,609 shares; 2025Q3: 43,412 shares 43,412 $4.47M 0.44% -197 Timeline SHLD 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: not reported; 2025Q3: 63,450 shares 63,450 $4.46M 0.44% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,986 shares; 2024Q4: 134,163 shares; 2025Q1: 115,316 shares; 2025Q2: 115,101 shares; 2025Q3: 87,919 shares 87,919 $4.42M 0.43% -27,182 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: 12,360 shares; 2024Q4: 12,011 shares; 2025Q1: 12,213 shares; 2025Q2: 12,554 shares; 2025Q3: 12,477 shares 12,477 $4.26M 0.42% -77 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: 5,875 shares; 2024Q4: 5,791 shares; 2025Q1: 5,581 shares; 2025Q2: 5,508 shares; 2025Q3: 5,493 shares 5,493 $4.24M 0.42% -15 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,776 shares; 2025Q2: 96,479 shares; 2025Q3: 116,946 shares 116,946 $4.21M 0.41% +20,467 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,860 shares; 2024Q4: 18,404 shares; 2025Q1: 16,730 shares; 2025Q2: 16,288 shares; 2025Q3: 14,862 shares 14,862 $4.05M 0.4% -1,426 Timeline DFEB 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: 114,510 shares; 2024Q4: 108,076 shares; 2025Q1: 100,197 shares; 2025Q2: 94,281 shares; 2025Q3: 86,574 shares 86,574 $4.03M 0.4% -7,707 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,669 shares; 2024Q4: 24,469 shares; 2025Q1: 28,694 shares; 2025Q2: 33,773 shares; 2025Q3: 34,799 shares 34,799 $3.96M 0.39% +1,026 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: 72,161 shares; 2024Q4: 71,695 shares; 2025Q1: 67,609 shares; 2025Q2: 63,718 shares; 2025Q3: 59,371 shares 59,371 $3.94M 0.39% -4,347 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: 66,040 shares; 2024Q4: 64,586 shares; 2025Q1: 66,347 shares; 2025Q2: 68,076 shares; 2025Q3: 65,860 shares 65,860 $3.9M 0.38% -2,216 BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,886 shares; 2025Q1: 74,843 shares; 2025Q2: 109,725 shares; 2025Q3: 117,694 shares 117,694 $3.86M 0.38% +7,969 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: 37,537 shares; 2024Q4: 34,779 shares; 2025Q1: 31,459 shares; 2025Q2: 29,547 shares; 2025Q3: 27,839 shares 27,839 $3.79M 0.37% -1,708 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,307 shares; 2024Q4: 74,562 shares; 2025Q1: 70,102 shares; 2025Q2: 65,641 shares; 2025Q3: 61,568 shares 61,568 $3.74M 0.37% -4,073 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,619 shares; 2024Q4: 9,300 shares; 2025Q1: 9,745 shares; 2025Q2: 10,789 shares; 2025Q3: 11,239 shares 11,239 $3.71M 0.36% +450 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,381 shares; 2025Q2: 90,096 shares; 2025Q3: 85,026 shares 85,026 $3.65M 0.36% -5,070 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: 50,551 shares; 2024Q4: 50,377 shares; 2025Q1: 50,678 shares; 2025Q2: 45,933 shares; 2025Q3: 46,363 shares 46,363 $3.63M 0.36% +430 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: 13,717 shares; 2024Q4: 13,121 shares; 2025Q1: 12,403 shares; 2025Q2: 13,349 shares; 2025Q3: 13,523 shares 13,523 $3.29M 0.32% +174 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: 21,651 shares; 2024Q4: 20,615 shares; 2025Q1: 20,072 shares; 2025Q2: 18,017 shares; 2025Q3: 17,594 shares 17,594 $3.26M 0.32% -423 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: 57,557 shares; 2024Q4: 56,568 shares; 2025Q1: 53,909 shares; 2025Q2: 53,775 shares; 2025Q3: 53,895 shares 53,895 $3.23M 0.32% +120 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: 8,825 shares; 2024Q4: 8,792 shares; 2025Q1: 7,907 shares; 2025Q2: 7,255 shares; 2025Q3: 6,408 shares 6,408 $3.2M 0.31% -847 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: 33,208 shares; 2024Q4: 32,434 shares; 2025Q1: 32,295 shares; 2025Q2: 32,240 shares; 2025Q3: 32,346 shares 32,346 $3.09M 0.3% +106 Timeline DJAN 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: 93,964 shares; 2024Q4: 86,852 shares; 2025Q1: 82,520 shares; 2025Q2: 75,906 shares; 2025Q3: 71,467 shares 71,467 $3.01M 0.3% -4,439 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: 9,035 shares; 2024Q4: 8,444 shares; 2025Q1: 9,282 shares; 2025Q2: 8,844 shares; 2025Q3: 8,206 shares 8,206 $3M 0.29% -638 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,073 shares; 2024Q4: 25,647 shares; 2025Q1: 27,381 shares; 2025Q2: 28,412 shares; 2025Q3: 29,744 shares 29,744 $3M 0.29% +1,332 Timeline EMB 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: 17,484 shares; 2024Q4: 20,461 shares; 2025Q1: 23,216 shares; 2025Q2: 25,817 shares; 2025Q3: 31,032 shares 31,032 $2.95M 0.29% +5,215 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: 25,764 shares; 2024Q4: 25,532 shares; 2025Q1: 23,977 shares; 2025Q2: 22,691 shares; 2025Q3: 21,206 shares 21,206 $2.94M 0.29% -1,485 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: 167,262 shares; 2024Q4: 157,234 shares; 2025Q1: 146,523 shares; 2025Q2: 133,120 shares; 2025Q3: 113,766 shares 113,766 $2.9M 0.29% -19,354 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,350 shares; 2024Q4: 106,281 shares; 2025Q1: 109,832 shares; 2025Q2: 137,120 shares; 2025Q3: 147,037 shares 147,037 $2.88M 0.28% +9,917 Timeline IGRO 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: 64,538 shares; 2024Q4: 61,896 shares; 2025Q1: 57,053 shares; 2025Q2: 37,158 shares; 2025Q3: 35,205 shares 35,205 $2.8M 0.28% -1,953 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: 235,868 shares; 2024Q4: 215,324 shares; 2025Q1: 72,496 shares; 2025Q2: 57,607 shares; 2025Q3: 54,580 shares 54,580 $2.79M 0.27% -3,027 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: 11,600 shares; 2024Q4: 11,413 shares; 2025Q1: 10,880 shares; 2025Q2: 10,379 shares; 2025Q3: 9,695 shares 9,695 $2.74M 0.27% -684 Timeline EPS 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: 51,603 shares; 2024Q4: 49,133 shares; 2025Q1: 45,993 shares; 2025Q2: 45,957 shares; 2025Q3: 38,866 shares 38,866 $2.68M 0.26% -7,091 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: 32,825 shares; 2024Q4: 34,835 shares; 2025Q1: 30,625 shares; 2025Q2: 30,486 shares; 2025Q3: 29,841 shares 29,841 $2.67M 0.26% -645 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,849 shares; 2024Q4: 21,630 shares; 2025Q1: 20,648 shares; 2025Q2: 20,564 shares; 2025Q3: 20,449 shares 20,449 $2.62M 0.26% -115 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: 38,532 shares; 2024Q4: 37,927 shares; 2025Q1: 35,625 shares; 2025Q2: 33,072 shares; 2025Q3: 30,869 shares 30,869 $2.61M 0.26% -2,203 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: 47,321 shares; 2024Q4: 47,344 shares; 2025Q1: 42,875 shares; 2025Q2: 48,786 shares; 2025Q3: 48,310 shares 48,310 $2.6M 0.26% -476 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,875 shares; 2024Q4: 137,129 shares; 2025Q1: 139,208 shares; 2025Q2: 133,882 shares; 2025Q3: 125,227 shares 125,227 $2.59M 0.25% -8,655 AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 7,158 shares; 2025Q1: 7,168 shares; 2025Q2: 7,194 shares; 2025Q3: 7,191 shares 7,191 $2.56M 0.25% -3 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: 54,252 shares; 2024Q4: 53,286 shares; 2025Q1: 53,238 shares; 2025Q2: 49,476 shares; 2025Q3: 49,512 shares 49,512 $2.55M 0.25% +36 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: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 7,186 shares; 2025Q2: 7,495 shares; 2025Q3: 7,461 shares 7,461 $2.54M 0.25% -34 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,233 shares; 2024Q4: 32,291 shares; 2025Q1: 31,031 shares; 2025Q2: 26,440 shares; 2025Q3: 23,746 shares 23,746 $2.44M 0.24% -2,694 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: 11,017 shares; 2024Q4: 10,993 shares; 2025Q1: 10,237 shares; 2025Q2: 10,377 shares; 2025Q3: 10,504 shares 10,504 $2.43M 0.24% +127 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: 48,801 shares; 2024Q4: 46,479 shares; 2025Q1: 37,508 shares; 2025Q2: 36,446 shares; 2025Q3: 35,351 shares 35,351 $2.42M 0.24% -1,095 Timeline FPEI 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: 151,827 shares; 2024Q4: 133,716 shares; 2025Q1: 130,516 shares; 2025Q2: 123,016 shares; 2025Q3: 121,099 shares 121,099 $2.34M 0.23% -1,917 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 6,152 shares; 2025Q1: 7,634 shares; 2025Q2: 6,885 shares; 2025Q3: 6,968 shares 6,968 $2.32M 0.23% +83 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: 15,157 shares; 2024Q4: 14,932 shares; 2025Q1: 14,363 shares; 2025Q2: 14,235 shares; 2025Q3: 14,184 shares 14,184 $2.3M 0.23% -51 Timeline DES 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: 97,714 shares; 2024Q4: 91,597 shares; 2025Q1: 80,612 shares; 2025Q2: 75,013 shares; 2025Q3: 68,235 shares 68,235 $2.3M 0.23% -6,778 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: 5,178 shares; 2024Q4: 5,131 shares; 2025Q1: 5,162 shares; 2025Q2: 5,198 shares; 2025Q3: 5,549 shares 5,549 $2.25M 0.22% +351 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: 6,910 shares; 2024Q4: 6,792 shares; 2025Q1: 6,767 shares; 2025Q2: 6,737 shares; 2025Q3: 6,746 shares 6,746 $2.24M 0.22% +9 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: 15,453 shares; 2024Q4: 15,451 shares; 2025Q1: 15,378 shares; 2025Q2: 15,337 shares; 2025Q3: 14,588 shares 14,588 $2.12M 0.21% -749 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: 4,272 shares; 2024Q4: 3,651 shares; 2025Q1: 3,537 shares; 2025Q2: 3,630 shares; 2025Q3: 3,722 shares 3,722 $2.12M 0.21% +92 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: 17,743 shares; 2024Q4: 17,663 shares; 2025Q1: 17,613 shares; 2025Q2: 16,925 shares; 2025Q3: 28,555 shares 28,555 $2.08M 0.2% +11,630 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: 5,340 shares; 2024Q4: 5,194 shares; 2025Q1: 4,467 shares; 2025Q2: 4,445 shares; 2025Q3: 4,415 shares 4,415 $2.07M 0.2% -30 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: 27,732 shares; 2024Q4: 28,059 shares; 2025Q1: 27,463 shares; 2025Q2: 25,616 shares; 2025Q3: 24,617 shares 24,617 $2.06M 0.2% -999 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: 7,292 shares; 2024Q4: 7,193 shares; 2025Q1: 6,923 shares; 2025Q2: 7,029 shares; 2025Q3: 7,317 shares 7,317 $2.04M 0.2% +288 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: 41,631 shares; 2024Q4: 42,767 shares; 2025Q1: 45,775 shares; 2025Q2: 44,436 shares; 2025Q3: 10,219 shares 10,219 $2M 0.2% -34,217 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: 5,478 shares; 2024Q4: 5,465 shares; 2025Q1: 5,313 shares; 2025Q2: 5,290 shares; 2025Q3: 5,223 shares 5,223 $1.98M 0.19% -67 Timeline 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: 23,169 shares; 2024Q4: 21,611 shares; 2025Q1: 11,483 shares; 2025Q2: 11,483 shares; 2025Q3: 11,371 shares 11,371 $1.92M 0.19% -112 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,259 shares; 2024Q4: 17,027 shares; 2025Q1: 17,693 shares; 2025Q2: 17,443 shares; 2025Q3: 17,440 shares 17,440 $1.9M 0.19% -3 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: 19,283 shares; 2024Q4: 19,291 shares; 2025Q1: 19,110 shares; 2025Q2: 17,516 shares; 2025Q3: 17,465 shares 17,465 $1.9M 0.19% -51 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: 7,361 shares; 2024Q4: 6,972 shares; 2025Q1: 6,784 shares; 2025Q2: 6,798 shares; 2025Q3: 6,741 shares 6,741 $1.88M 0.19% -57 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,769 shares; 2025Q1: 44,091 shares; 2025Q2: 59,402 shares; 2025Q3: 59,118 shares 59,118 $1.88M 0.18% -284 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,723 shares; 2024Q4: 7,702 shares; 2025Q1: 7,802 shares; 2025Q2: 7,612 shares; 2025Q3: 7,603 shares 7,603 $1.87M 0.18% -9 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,138 shares; 2024Q4: 19,689 shares; 2025Q1: 18,341 shares; 2025Q2: 18,355 shares; 2025Q3: 18,311 shares 18,311 $1.84M 0.18% -44 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,113 shares; 2025Q2: 75,825 shares; 2025Q3: 93,081 shares 93,081 $1.83M 0.18% +17,256 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: 44,803 shares; 2024Q4: 41,559 shares; 2025Q1: 39,145 shares; 2025Q2: 36,588 shares; 2025Q3: 35,692 shares 35,692 $1.8M 0.18% -896 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,876 shares 75,876 $1.79M 0.18% new 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: 17,212 shares; 2024Q4: 16,290 shares; 2025Q1: 14,929 shares; 2025Q2: 13,171 shares; 2025Q3: 11,460 shares 11,460 $1.78M 0.18% -1,711 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,461 shares; 2025Q1: 11,804 shares; 2025Q2: 12,119 shares; 2025Q3: 12,150 shares 12,150 $1.77M 0.17% +31 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,508 shares; 2024Q4: 39,020 shares; 2025Q1: 41,929 shares; 2025Q2: 55,838 shares; 2025Q3: 68,738 shares 68,738 $1.75M 0.17% +12,900 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: 34,973 shares; 2024Q4: 48,646 shares; 2025Q1: 50,071 shares; 2025Q2: 57,802 shares; 2025Q3: 71,301 shares 71,301 $1.74M 0.17% +13,499 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,660 shares; 2024Q4: 21,294 shares; 2025Q1: 19,897 shares; 2025Q2: 19,350 shares; 2025Q3: 17,202 shares 17,202 $1.72M 0.17% -2,148 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: 32,539 shares; 2024Q4: 48,275 shares; 2025Q1: 48,445 shares; 2025Q2: 53,582 shares; 2025Q3: 70,755 shares 70,755 $1.72M 0.17% +17,173 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: 1,504 shares; 2024Q4: 1,693 shares; 2025Q1: 2,173 shares; 2025Q2: 3,110 shares; 2025Q3: 3,860 shares 3,860 $1.72M 0.17% +750 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: 12,767 shares; 2024Q4: 12,623 shares; 2025Q1: 11,695 shares; 2025Q2: 11,455 shares; 2025Q3: 11,957 shares 11,957 $1.68M 0.17% +502 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: 34,183 shares; 2024Q4: 36,064 shares; 2025Q1: 31,453 shares; 2025Q2: 24,328 shares; 2025Q3: 16,720 shares 16,720 $1.66M 0.16% -7,608 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: 137,144 shares; 2024Q4: 57,718 shares; 2025Q1: 53,296 shares; 2025Q2: 54,456 shares; 2025Q3: 52,945 shares 52,945 $1.66M 0.16% -1,511 Timeline QLTA 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: 12,230 shares; 2025Q1: 38,014 shares; 2025Q2: 36,078 shares; 2025Q3: 34,268 shares 34,268 $1.66M 0.16% -1,810 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,293 shares; 2024Q4: 45,872 shares; 2025Q1: 48,395 shares; 2025Q2: 56,969 shares; 2025Q3: 71,777 shares 71,777 $1.59M 0.16% +14,808 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: 9,404 shares; 2024Q4: 9,061 shares; 2025Q1: 7,915 shares; 2025Q2: 7,842 shares; 2025Q3: 7,798 shares 7,798 $1.59M 0.16% -44 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 5,150 shares; 2025Q1: 7,097 shares; 2025Q2: 7,169 shares; 2025Q3: 7,098 shares 7,098 $1.58M 0.16% -71 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,784 shares; 2024Q4: 48,450 shares; 2025Q1: 55,009 shares; 2025Q2: 54,880 shares; 2025Q3: 60,878 shares 60,878 $1.57M 0.15% +5,998 Timeline IBDU 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: 33,900 shares; 2024Q4: 42,844 shares; 2025Q1: 44,509 shares; 2025Q2: 52,475 shares; 2025Q3: 66,899 shares 66,899 $1.57M 0.15% +14,424 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: 16,650 shares; 2024Q4: 16,650 shares; 2025Q1: 16,650 shares; 2025Q2: 16,650 shares; 2025Q3: 16,650 shares 16,650 $1.56M 0.15% 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: 9,538 shares; 2024Q4: 9,413 shares; 2025Q1: 9,732 shares; 2025Q2: 9,111 shares; 2025Q3: 9,281 shares 9,281 $1.55M 0.15% +170 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: 323 shares; 2024Q4: 308 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares 285 $1.54M 0.15% 0 Timeline FAUG 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: 39,062 shares; 2024Q4: 35,496 shares; 2025Q1: 31,179 shares; 2025Q2: 30,928 shares; 2025Q3: 29,294 shares 29,294 $1.52M 0.15% -1,634 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: 40,374 shares; 2024Q4: 47,649 shares; 2025Q1: 41,062 shares; 2025Q2: 42,197 shares; 2025Q3: 42,354 shares 42,354 $1.5M 0.15% +157 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: 23,911 shares; 2024Q4: 22,723 shares; 2025Q1: 22,455 shares; 2025Q2: 22,324 shares; 2025Q3: 22,219 shares 22,219 $1.5M 0.15% -105 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,517 shares; 2024Q4: 5,517 shares; 2025Q1: 5,040 shares; 2025Q2: 5,089 shares; 2025Q3: 5,056 shares 5,056 $1.49M 0.15% -33 Timeline DEM 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: 51,645 shares; 2024Q4: 47,565 shares; 2025Q1: 40,028 shares; 2025Q2: 35,212 shares; 2025Q3: 30,559 shares 30,559 $1.41M 0.14% -4,653 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: not reported; 2024Q4: 6,177 shares; 2025Q1: 15,856 shares; 2025Q2: 15,478 shares; 2025Q3: 14,959 shares 14,959 $1.4M 0.14% -519 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: 118,354 shares; 2024Q4: 104,617 shares; 2025Q1: 93,134 shares; 2025Q2: 77,718 shares; 2025Q3: 75,873 shares 75,873 $1.38M 0.14% -1,845 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: 15,728 shares; 2024Q4: 13,016 shares; 2025Q1: 14,249 shares; 2025Q2: 14,612 shares; 2025Q3: 14,459 shares 14,459 $1.38M 0.14% -153 Timeline IBDW 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: 26,563 shares; 2024Q4: 36,814 shares; 2025Q1: 41,582 shares; 2025Q2: 47,857 shares; 2025Q3: 63,462 shares 63,462 $1.35M 0.13% +15,605 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: 9,081 shares; 2024Q4: 9,305 shares; 2025Q1: 9,399 shares; 2025Q2: 9,269 shares; 2025Q3: 8,601 shares 8,601 $1.32M 0.13% -668 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,757 shares; 2025Q2: 27,657 shares; 2025Q3: 27,564 shares 27,564 $1.32M 0.13% -93 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: 1,465 shares; 2024Q4: 1,474 shares; 2025Q1: 2,042 shares; 2025Q2: 2,103 shares; 2025Q3: 1,756 shares 1,756 $1.26M 0.12% -347 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: 7,395 shares; 2024Q4: 7,396 shares; 2025Q1: 5,233 shares; 2025Q2: 4,766 shares; 2025Q3: 4,739 shares 4,739 $1.21M 0.12% -27 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: 9,468 shares; 2024Q4: 9,456 shares; 2025Q1: 8,508 shares; 2025Q2: 8,472 shares; 2025Q3: 8,611 shares 8,611 $1.15M 0.11% +139 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: 9,420 shares; 2024Q4: 9,006 shares; 2025Q1: 10,590 shares; 2025Q2: 9,421 shares; 2025Q3: 9,497 shares 9,497 $1.15M 0.11% +76 Timeline DLN 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: 20,622 shares; 2024Q4: 19,297 shares; 2025Q1: 13,075 shares; 2025Q2: 13,075 shares; 2025Q3: 13,075 shares 13,075 $1.14M 0.11% 0 Timeline IBDX 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: 14,452 shares; 2024Q4: 22,923 shares; 2025Q1: 25,354 shares; 2025Q2: 30,280 shares; 2025Q3: 43,516 shares 43,516 $1.11M 0.11% +13,236 Timeline IGM 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: 3,704 shares; 2024Q4: 3,650 shares; 2025Q1: 9,288 shares; 2025Q2: 9,094 shares; 2025Q3: 8,705 shares 8,705 $1.1M 0.11% -389 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: 872 shares; 2024Q4: 846 shares; 2025Q1: 847 shares; 2025Q2: 900 shares; 2025Q3: 912 shares 912 $1.09M 0.11% +12 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,691 shares; 2024Q4: 10,573 shares; 2025Q1: 9,617 shares; 2025Q2: 9,442 shares; 2025Q3: 7,889 shares 7,889 $1.09M 0.11% -1,553 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: 24,218 shares; 2024Q4: 20,190 shares; 2025Q1: 11,187 shares; 2025Q2: 11,379 shares; 2025Q3: 11,021 shares 11,021 $1.04M 0.1% -358 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,241 shares; 2025Q1: 5,307 shares; 2025Q2: 4,889 shares; 2025Q3: 5,013 shares 5,013 $1.04M 0.1% +124 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,993 shares; 2024Q4: 20,383 shares; 2025Q1: 16,206 shares; 2025Q2: 15,858 shares; 2025Q3: 15,858 shares 15,858 $1.03M 0.1% 0 Timeline IEV 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: 16,057 shares; 2024Q4: 15,681 shares; 2025Q1: 14,943 shares; 2025Q2: 14,911 shares; 2025Q3: 14,873 shares 14,873 $974K 0.1% -38 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,259 shares; 2024Q4: 41,791 shares; 2025Q1: 27,360 shares; 2025Q2: 24,581 shares; 2025Q3: 19,117 shares 19,117 $966K 0.1% -5,464 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,387 shares 9,387 $934K 0.09% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,118 shares; 2025Q1: 1,219 shares; 2025Q2: 1,526 shares; 2025Q3: 1,545 shares 1,545 $927K 0.09% +19 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,620 shares; 2025Q1: 3,659 shares; 2025Q2: 3,687 shares; 2025Q3: 3,716 shares 3,716 $918K 0.09% +29 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,914 shares; 2025Q2: 25,251 shares; 2025Q3: 27,440 shares 27,440 $910K 0.09% +2,189 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,269 shares; 2024Q4: 29,269 shares; 2025Q1: 29,269 shares; 2025Q2: 29,269 shares; 2025Q3: 29,269 shares 29,269 $904K 0.09% 0 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: 1,370 shares; 2024Q4: 1,410 shares; 2025Q1: 1,295 shares; 2025Q2: 1,345 shares; 2025Q3: 1,355 shares 1,355 $903K 0.09% +10 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: 3,014 shares; 2024Q4: 2,856 shares; 2025Q1: 2,591 shares; 2025Q2: 2,646 shares; 2025Q3: 2,613 shares 2,613 $902K 0.09% -33 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 6,951 shares; 2025Q1: 5,962 shares; 2025Q2: 5,709 shares; 2025Q3: 5,606 shares 5,606 $891K 0.09% -103 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: 13,203 shares; 2024Q4: 9,263 shares; 2025Q1: 11,683 shares; 2025Q2: 14,621 shares; 2025Q3: 12,859 shares 12,859 $872K 0.09% -1,762 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,360 shares; 2025Q2: 4,626 shares; 2025Q3: 4,752 shares 4,752 $867K 0.09% +126 Timeline XLG 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: 8,751 shares; 2025Q2: 10,666 shares; 2025Q3: 14,942 shares 14,942 $859K 0.08% +4,276 Timeline FIXD 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: 39,851 shares; 2024Q4: 39,556 shares; 2025Q1: 37,886 shares; 2025Q2: 37,564 shares; 2025Q3: 19,257 shares 19,257 $855K 0.08% -18,307 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,380 shares; 2024Q4: 6,351 shares; 2025Q1: 6,401 shares; 2025Q2: 9,955 shares; 2025Q3: 10,355 shares 10,355 $853K 0.08% +400 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,351 shares 1,351 $827K 0.08% new Timeline EMXC 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: 88,347 shares; 2024Q4: 100,941 shares; 2025Q1: 85,303 shares; 2025Q2: 12,459 shares; 2025Q3: 12,163 shares 12,163 $821K 0.08% -296 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: 858 shares; 2024Q4: 853 shares; 2025Q1: 818 shares; 2025Q2: 905 shares; 2025Q3: 880 shares 880 $815K 0.08% -25 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: 8,045 shares; 2024Q4: 7,617 shares; 2025Q1: 7,204 shares; 2025Q2: 7,358 shares; 2025Q3: 7,235 shares 7,235 $811K 0.08% -123 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 2,464 shares; 2025Q1: 3,759 shares; 2025Q2: 3,842 shares; 2025Q3: 3,773 shares 3,773 $794K 0.08% -69 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 511 shares; 2025Q1: 484 shares; 2025Q2: 7,255 shares; 2025Q3: 7,321 shares 7,321 $789K 0.08% +66 Timeline DOCT 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: 18,828 shares; 2024Q4: 26,036 shares; 2025Q1: 26,036 shares; 2025Q2: 20,801 shares; 2025Q3: 17,584 shares 17,584 $760K 0.07% -3,217 Timeline SPEM 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: 12,279 shares; 2024Q4: 12,814 shares; 2025Q1: 14,854 shares; 2025Q2: 16,154 shares; 2025Q3: 16,150 shares 16,150 $756K 0.07% -4 Timeline AGGY 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: 179,537 shares; 2024Q4: 96,650 shares; 2025Q1: 95,601 shares; 2025Q2: 79,635 shares; 2025Q3: 16,658 shares 16,658 $737K 0.07% -62,977 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,062 shares; 2025Q1: 2,938 shares; 2025Q2: 2,931 shares; 2025Q3: 2,604 shares 2,604 $735K 0.07% -327 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,818 shares; 2024Q4: 16,141 shares; 2025Q1: 15,392 shares; 2025Q2: 15,193 shares; 2025Q3: 14,272 shares 14,272 $732K 0.07% -921 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,167 shares; 2025Q1: 3,749 shares; 2025Q2: 3,798 shares; 2025Q3: 3,906 shares 3,906 $731K 0.07% +108 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: 8,135 shares; 2024Q4: 8,104 shares; 2025Q1: 8,159 shares; 2025Q2: 7,373 shares; 2025Q3: 7,373 shares 7,373 $699K 0.07% 0 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: 5,431 shares; 2025Q1: 4,966 shares; 2025Q2: 5,289 shares; 2025Q3: 5,101 shares 5,101 $683K 0.07% -188 Timeline FSIG 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: 52,292 shares; 2024Q4: 52,292 shares; 2025Q1: 52,292 shares; 2025Q2: 52,292 shares; 2025Q3: 35,213 shares 35,213 $676K 0.07% -17,079 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: 6,562 shares; 2024Q4: 6,500 shares; 2025Q1: 5,793 shares; 2025Q2: 2,594 shares; 2025Q3: 2,677 shares 2,677 $673K 0.07% +83 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: 4,921 shares; 2024Q4: 3,886 shares; 2025Q1: 7,227 shares; 2025Q2: 7,409 shares; 2025Q3: 6,677 shares 6,677 $669K 0.07% -732 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,309 shares; 2024Q4: 14,176 shares; 2025Q1: 14,398 shares; 2025Q2: 13,874 shares; 2025Q3: 13,829 shares 13,829 $653K 0.06% -45 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: 11,793 shares; 2024Q4: 11,793 shares; 2025Q1: 11,793 shares; 2025Q2: 11,793 shares; 2025Q3: 11,793 shares 11,793 $653K 0.06% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,698 shares; 2024Q4: 11,375 shares; 2025Q1: 1,970 shares; 2025Q2: 2,055 shares; 2025Q3: 2,058 shares 2,058 $643K 0.06% +3 Timeline SUSL 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: 5,890 shares; 2024Q4: 5,877 shares; 2025Q1: 5,806 shares; 2025Q2: 5,443 shares; 2025Q3: 5,443 shares 5,443 $637K 0.06% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 5,051 shares; 2025Q1: 4,867 shares; 2025Q2: 5,019 shares; 2025Q3: 4,893 shares 4,893 $631K 0.06% -126 Timeline EMGF 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: 11,040 shares; 2024Q4: 11,035 shares; 2025Q1: 10,696 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares 11,147 $631K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,815 shares; 2025Q3: 4,770 shares 4,770 $626K 0.06% -45 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,604 shares; 2025Q1: 3,124 shares; 2025Q2: 3,104 shares; 2025Q3: 3,279 shares 3,279 $623K 0.06% +175 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,053 shares; 2024Q4: 16,072 shares; 2025Q1: 15,684 shares; 2025Q2: 14,767 shares; 2025Q3: 14,757 shares 14,757 $618K 0.06% -10 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,477 shares; 2025Q1: 2,999 shares; 2025Q2: 3,714 shares; 2025Q3: 3,754 shares 3,754 $607K 0.06% +40 Timeline IGF 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: 11,518 shares; 2025Q3: 9,898 shares 9,898 $605K 0.06% -1,620 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 8,245 shares; 2025Q1: 8,241 shares; 2025Q2: 8,207 shares; 2025Q3: 8,200 shares 8,200 $595K 0.06% -7 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: 6,866 shares; 2024Q4: 8,238 shares; 2025Q1: 7,331 shares; 2025Q2: 6,487 shares; 2025Q3: 5,214 shares 5,214 $594K 0.06% -1,273 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,224 shares; 2025Q1: 1,243 shares; 2025Q2: 1,293 shares; 2025Q3: 1,273 shares 1,273 $582K 0.06% -20 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: 18,808 shares; 2024Q4: 37,631 shares; 2025Q1: 32,948 shares; 2025Q2: 32,019 shares; 2025Q3: 24,667 shares 24,667 $579K 0.06% -7,352 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; 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: 6,500 shares 6,500 $577K 0.06% new Timeline DWM 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: 15,937 shares; 2024Q4: 14,706 shares; 2025Q1: 10,854 shares; 2025Q2: 9,732 shares; 2025Q3: 8,561 shares 8,561 $567K 0.06% -1,171 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,740 shares; 2024Q4: 36,240 shares; 2025Q1: 36,201 shares; 2025Q2: 36,019 shares; 2025Q3: 35,870 shares 35,870 $563K 0.06% -149 Timeline PFFV 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: 25,573 shares; 2024Q4: 25,648 shares; 2025Q1: 21,620 shares; 2025Q2: 21,623 shares; 2025Q3: 23,985 shares 23,985 $555K 0.05% +2,362 Timeline GNMA 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: 9,353 shares; 2024Q4: 10,054 shares; 2025Q1: 9,672 shares; 2025Q2: 14,679 shares; 2025Q3: 12,375 shares 12,375 $549K 0.05% -2,304 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,572 shares; 2024Q4: 18,235 shares; 2025Q1: 18,316 shares; 2025Q2: 18,316 shares; 2025Q3: 18,316 shares 18,316 $543K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 10,092 shares; 2025Q1: 6,652 shares; 2025Q2: 6,301 shares; 2025Q3: 6,374 shares 6,374 $535K 0.05% +73 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,157 shares; 2025Q2: 7,662 shares; 2025Q3: 8,079 shares 8,079 $533K 0.05% +417 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,123 shares; 2025Q1: 1,082 shares; 2025Q2: 1,083 shares; 2025Q3: 1,078 shares 1,078 $530K 0.05% -5 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,102 shares; 2024Q4: 22,144 shares; 2025Q1: 22,144 shares; 2025Q2: 22,127 shares; 2025Q3: 22,282 shares 22,282 $525K 0.05% +155 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: 3,872 shares; 2024Q4: 5,111 shares; 2025Q1: 4,949 shares; 2025Q2: 5,297 shares; 2025Q3: 4,923 shares 4,923 $524K 0.05% -374 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: 1,790 shares; 2024Q4: 1,759 shares; 2025Q1: 1,561 shares; 2025Q2: 1,248 shares; 2025Q3: 1,234 shares 1,234 $521K 0.05% -14 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: 491 shares; 2024Q4: 444 shares; 2025Q1: 469 shares; 2025Q2: 483 shares; 2025Q3: 475 shares 475 $512K 0.05% -8 Timeline DNOV 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: 13,968 shares; 2024Q4: 13,360 shares; 2025Q1: 12,878 shares; 2025Q2: 12,546 shares; 2025Q3: 10,867 shares 10,867 $509K 0.05% -1,679 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 9,433 shares; 2025Q1: 7,441 shares; 2025Q2: 7,439 shares; 2025Q3: 7,349 shares 7,349 $495K 0.05% -90 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 13,112 shares; 2025Q1: 9,312 shares; 2025Q2: 9,312 shares; 2025Q3: 5,703 shares 5,703 $493K 0.05% -3,609 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,879 shares; 2025Q1: 6,614 shares; 2025Q2: 6,592 shares; 2025Q3: 6,530 shares 6,530 $490K 0.05% -62 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares 1,688 $476K 0.05% 0 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: 201,653 shares; 2024Q4: 174,074 shares; 2025Q1: 24,148 shares; 2025Q2: 17,936 shares; 2025Q3: 15,154 shares 15,154 $468K 0.05% -2,782 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: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,566 shares; 2025Q3: 1,576 shares 1,576 $463K 0.05% +10 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,196 shares; 2025Q1: 1,743 shares; 2025Q2: 1,687 shares; 2025Q3: 1,606 shares 1,606 $463K 0.05% -81 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,148 shares; 2025Q1: 1,061 shares; 2025Q2: 1,099 shares; 2025Q3: 1,032 shares 1,032 $462K 0.05% -67 Timeline USHY 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: 10,763 shares; 2024Q4: 10,866 shares; 2025Q1: 10,756 shares; 2025Q2: 10,591 shares; 2025Q3: 12,192 shares 12,192 $461K 0.05% +1,601 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: 489 shares; 2024Q4: 472 shares; 2025Q1: 483 shares; 2025Q2: 562 shares; 2025Q3: 562 shares 562 $448K 0.04% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 14,424 shares; 2025Q1: 14,774 shares; 2025Q2: 14,778 shares; 2025Q3: 14,007 shares 14,007 $447K 0.04% -771 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: 4,009 shares; 2024Q4: 3,932 shares; 2025Q1: 3,372 shares; 2025Q2: 3,011 shares; 2025Q3: 3,033 shares 3,033 $430K 0.04% +22 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: 15,930 shares; 2024Q4: 14,559 shares; 2025Q1: 14,976 shares; 2025Q2: 15,198 shares; 2025Q3: 15,211 shares 15,211 $430K 0.04% +13 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,480 shares; 2024Q4: 27,977 shares; 2025Q1: 23,265 shares; 2025Q2: 17,786 shares; 2025Q3: 16,563 shares 16,563 $424K 0.04% -1,223 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: 10,835 shares; 2024Q4: 8,436 shares; 2025Q1: 13,324 shares; 2025Q2: 12,898 shares; 2025Q3: 12,576 shares 12,576 $418K 0.04% -322 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: 15,073 shares; 2024Q4: 12,304 shares; 2025Q1: 6,278 shares; 2025Q2: 6,088 shares; 2025Q3: 5,548 shares 5,548 $418K 0.04% -540 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares 5,255 $417K 0.04% 0 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,915 shares 16,915 $414K 0.04% new 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: 2,369 shares; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares 2,369 $414K 0.04% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,236 shares; 2025Q1: 4,236 shares; 2025Q2: 4,236 shares; 2025Q3: 4,236 shares 4,236 $409K 0.04% 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: 5,485 shares; 2024Q4: 5,375 shares; 2025Q1: 4,650 shares; 2025Q2: 3,771 shares; 2025Q3: 3,566 shares 3,566 $408K 0.04% -205 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,429 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,261 shares 1,261 $407K 0.04% +49 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,987 shares; 2024Q4: 9,689 shares; 2025Q1: 9,689 shares; 2025Q2: 9,689 shares; 2025Q3: 9,689 shares 9,689 $405K 0.04% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 5,410 shares; 2025Q1: 5,250 shares; 2025Q2: 5,253 shares; 2025Q3: 5,255 shares 5,255 $403K 0.04% +2 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,209 shares; 2025Q1: 3,211 shares; 2025Q2: 3,188 shares; 2025Q3: 3,187 shares 3,187 $401K 0.04% -1 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: 1,345 shares; 2024Q4: 1,233 shares; 2025Q1: 1,284 shares; 2025Q2: 835 shares; 2025Q3: 839 shares 839 $401K 0.04% +4 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,335 shares; 2024Q4: 10,947 shares; 2025Q1: 10,596 shares; 2025Q2: 8,850 shares; 2025Q3: 8,567 shares 8,567 $400K 0.04% -283 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: 19,768 shares; 2024Q4: 17,948 shares; 2025Q1: 12,991 shares; 2025Q2: 5,347 shares; 2025Q3: 5,095 shares 5,095 $397K 0.04% -252 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,657 shares; 2024Q4: 19,867 shares; 2025Q1: 12,713 shares; 2025Q2: 12,778 shares; 2025Q3: 12,475 shares 12,475 $394K 0.04% -303 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,335 shares; 2025Q2: 1,316 shares; 2025Q3: 1,321 shares 1,321 $394K 0.04% +5 Timeline PFFD 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: 15,403 shares; 2024Q4: 15,637 shares; 2025Q1: 19,635 shares; 2025Q2: 19,783 shares; 2025Q3: 19,842 shares 19,842 $386K 0.04% +59 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,705 shares; 2025Q1: 1,496 shares; 2025Q2: 1,696 shares; 2025Q3: 1,703 shares 1,703 $384K 0.04% +7 Timeline FNOV 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: 4,460 shares; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares 7,260 $384K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 9,076 shares; 2025Q2: 7,152 shares; 2025Q3: 7,152 shares 7,152 $382K 0.04% 0 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: 1,123 shares; 2024Q4: 428 shares; 2025Q1: 446 shares; 2025Q2: 494 shares; 2025Q3: 498 shares 498 $380K 0.04% +4 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 3,985 shares; 2025Q2: 4,024 shares; 2025Q3: 3,974 shares 3,974 $378K 0.04% -50 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,171 shares; 2025Q1: 1,097 shares; 2025Q2: 1,130 shares; 2025Q3: 1,168 shares 1,168 $371K 0.04% +38 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,843 shares; 2025Q1: 2,973 shares; 2025Q2: 2,934 shares; 2025Q3: 2,924 shares 2,924 $371K 0.04% -10 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,502 shares; 2025Q1: 2,387 shares; 2025Q2: 2,538 shares; 2025Q3: 2,537 shares 2,537 $363K 0.04% -1 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: not reported; 2024Q4: 1,516 shares; 2025Q1: 1,661 shares; 2025Q2: 1,945 shares; 2025Q3: 1,773 shares 1,773 $363K 0.04% -172 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: 4,701 shares; 2024Q4: 3,909 shares; 2025Q1: 2,725 shares; 2025Q2: 2,620 shares; 2025Q3: 4,331 shares 4,331 $359K 0.04% +1,711 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,258 shares; 2025Q1: 1,319 shares; 2025Q2: 1,355 shares; 2025Q3: 1,319 shares 1,319 $356K 0.04% -36 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: not reported; 2024Q4: not reported; 2025Q1: 1,096 shares; 2025Q2: 1,176 shares; 2025Q3: 1,182 shares 1,182 $355K 0.03% +6 Timeline IFRA 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: 31,920 shares; 2024Q4: 32,194 shares; 2025Q1: 7,046 shares; 2025Q2: 6,664 shares; 2025Q3: 6,664 shares 6,664 $352K 0.03% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 12,187 shares; 2025Q1: 8,976 shares; 2025Q2: 8,979 shares; 2025Q3: 8,889 shares 8,889 $351K 0.03% -90 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,322 shares; 2025Q1: 6,330 shares; 2025Q2: 6,184 shares; 2025Q3: 6,131 shares 6,131 $351K 0.03% -53 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,311 shares; 2025Q1: 7,558 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares 8,250 $347K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,414 shares; 2025Q1: 2,432 shares; 2025Q2: 1,280 shares; 2025Q3: 1,180 shares 1,180 $346K 0.03% -100 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: 857 shares; 2024Q4: 1,706 shares; 2025Q1: 1,782 shares; 2025Q2: 1,779 shares; 2025Q3: 1,689 shares 1,689 $344K 0.03% -90 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,610 shares; 2025Q1: 5,774 shares; 2025Q2: 4,951 shares; 2025Q3: 4,933 shares 4,933 $338K 0.03% -18 Timeline HYLS 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: 24,459 shares; 2024Q4: 24,477 shares; 2025Q1: 22,919 shares; 2025Q2: 21,513 shares; 2025Q3: 8,031 shares 8,031 $338K 0.03% -13,482 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: 3,930 shares; 2024Q4: 3,595 shares; 2025Q1: 2,771 shares; 2025Q2: 2,588 shares; 2025Q3: 2,503 shares 2,503 $337K 0.03% -85 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,518 shares; 2025Q1: 7,518 shares; 2025Q2: 7,518 shares; 2025Q3: 7,518 shares 7,518 $332K 0.03% 0 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: 3,857 shares; 2024Q4: 5,621 shares; 2025Q1: 3,328 shares; 2025Q2: 3,490 shares; 2025Q3: 4,040 shares 4,040 $328K 0.03% +550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,451 shares 6,451 $327K 0.03% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares 4,863 $325K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,520 shares; 2025Q1: 1,526 shares; 2025Q2: 1,367 shares; 2025Q3: 1,372 shares 1,372 $325K 0.03% +5 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares 15,500 $319K 0.03% 0 Timeline DAUG 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: 13,996 shares; 2024Q4: 13,996 shares; 2025Q1: 13,986 shares; 2025Q2: 13,698 shares; 2025Q3: 7,264 shares 7,264 $317K 0.03% -6,434 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: 2,068 shares; 2024Q4: 2,060 shares; 2025Q1: 1,658 shares; 2025Q2: 1,583 shares; 2025Q3: 1,577 shares 1,577 $317K 0.03% -6 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,890 shares; 2024Q4: 14,254 shares; 2025Q1: 13,015 shares; 2025Q2: 11,757 shares; 2025Q3: 16,529 shares 16,529 $317K 0.03% +4,772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,664 shares; 2025Q3: 3,580 shares 3,580 $312K 0.03% -84 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,088 shares; 2024Q4: 19,278 shares; 2025Q1: not reported; 2025Q2: 5,367 shares; 2025Q3: 5,840 shares 5,840 $303K 0.03% +473 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: 27,505 shares; 2024Q4: 12,064 shares; 2025Q1: 11,184 shares; 2025Q2: 9,105 shares; 2025Q3: 8,777 shares 8,777 $294K 0.03% -328 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: not reported; 2024Q4: 1,247 shares; 2025Q1: 1,310 shares; 2025Q2: not reported; 2025Q3: 1,359 shares 1,359 $293K 0.03% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 1,096 shares; 2025Q3: 1,084 shares 1,084 $290K 0.03% -12 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: not reported; 2025Q3: 1,727 shares 1,727 $289K 0.03% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,773 shares 1,773 $289K 0.03% new Timeline RWR 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: 3,131 shares; 2024Q4: 3,131 shares; 2025Q1: 2,902 shares; 2025Q2: 2,826 shares; 2025Q3: 2,821 shares 2,821 $283K 0.03% -5 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,608 shares; 2024Q4: 33,314 shares; 2025Q1: 2,698 shares; 2025Q2: 4,600 shares; 2025Q3: 3,150 shares 3,150 $282K 0.03% -1,450 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 398 shares; 2025Q1: 413 shares; 2025Q2: 326 shares; 2025Q3: 288 shares 288 $279K 0.03% -38 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 9,201 shares; 2025Q1: 6,300 shares; 2025Q2: 6,181 shares; 2025Q3: 5,849 shares 5,849 $276K 0.03% -332 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: not reported; 2025Q1: 1,903 shares; 2025Q2: 2,363 shares; 2025Q3: 2,249 shares 2,249 $275K 0.03% -114 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: 2,435 shares; 2024Q4: 2,438 shares; 2025Q1: 2,475 shares; 2025Q2: 2,474 shares; 2025Q3: 2,458 shares 2,458 $275K 0.03% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 641 shares; 2025Q3: 635 shares 635 $273K 0.03% -6 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: 852 shares; 2024Q4: 767 shares; 2025Q1: 728 shares; 2025Q2: 696 shares; 2025Q3: 769 shares 769 $271K 0.03% +73 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,256 shares 3,256 $267K 0.03% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 4,991 shares; 2025Q3: 5,712 shares 5,712 $266K 0.03% +721 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 9,475 shares; 2025Q1: 9,875 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares 9,875 $260K 0.03% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares 136 $260K 0.03% 0 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: 2,780 shares; 2025Q1: 2,813 shares; 2025Q2: 2,574 shares; 2025Q3: 2,241 shares 2,241 $258K 0.03% -333 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 961 shares; 2025Q1: 891 shares; 2025Q2: 917 shares; 2025Q3: 844 shares 844 $256K 0.03% -73 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 4,337 shares; 2025Q1: 4,277 shares; 2025Q2: 4,217 shares; 2025Q3: 3,250 shares 3,250 $253K 0.02% -967 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 3,891 shares; 2025Q1: 3,549 shares; 2025Q2: 3,549 shares; 2025Q3: 3,108 shares 3,108 $248K 0.02% -441 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares 2,025 $246K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,164 shares; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,106 shares 2,106 $244K 0.02% -18 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,190 shares; 2025Q1: 3,196 shares; 2025Q2: 3,210 shares; 2025Q3: 3,228 shares 3,228 $244K 0.02% +18 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,667 shares 2,667 $243K 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,467 shares; 2025Q2: 1,574 shares; 2025Q3: 1,541 shares 1,541 $242K 0.02% -33 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: not reported; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 1,539 shares; 2025Q3: 1,558 shares 1,558 $242K 0.02% +19 Timeline FMAR 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: 13,200 shares; 2024Q4: 13,152 shares; 2025Q1: 13,152 shares; 2025Q2: 13,152 shares; 2025Q3: 5,152 shares 5,152 $239K 0.02% -8,000 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,707 shares; 2025Q1: 2,884 shares; 2025Q2: 4,129 shares; 2025Q3: 4,307 shares 4,307 $239K 0.02% +178 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: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 1,240 shares; 2025Q2: 1,210 shares; 2025Q3: 1,201 shares 1,201 $237K 0.02% -9 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 647 shares; 2025Q1: 651 shares; 2025Q2: 684 shares; 2025Q3: 682 shares 682 $236K 0.02% -2 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: 3,639 shares; 2024Q4: 3,540 shares; 2025Q1: 2,824 shares; 2025Q2: 2,364 shares; 2025Q3: 2,273 shares 2,273 $236K 0.02% -91 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,257 shares; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 782 shares 782 $235K 0.02% -6 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 8,059 shares; 2025Q1: 8,213 shares; 2025Q2: 8,044 shares; 2025Q3: 9,244 shares 9,244 $232K 0.02% +1,200 Timeline IMCV 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: 2,820 shares; 2024Q4: 2,826 shares; 2025Q1: 2,831 shares; 2025Q2: 2,836 shares; 2025Q3: 2,841 shares 2,841 $228K 0.02% +5 Timeline DLS 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: 2,929 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 2,839 shares 2,839 $226K 0.02% -90 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares 1,250 $223K 0.02% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares 2,900 $222K 0.02% new Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 8,000 shares; 2025Q3: 8,798 shares 8,798 $221K 0.02% +798 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 8,783 shares 8,783 $221K 0.02% new Timeline JNK 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: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,233 shares 2,233 $219K 0.02% -37 Timeline EUDG 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: 6,675 shares; 2024Q4: not reported; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 6,175 shares 6,175 $217K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,673 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares 1,483 $214K 0.02% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 2,677 shares; 2025Q1: 2,614 shares; 2025Q2: 2,264 shares; 2025Q3: 2,339 shares 2,339 $214K 0.02% +75 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: not reported; 2024Q4: not reported; 2025Q1: 2,612 shares; 2025Q2: 1,947 shares; 2025Q3: 1,907 shares 1,907 $213K 0.02% -40 Timeline DSEP 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: 9,133 shares; 2024Q4: 19,464 shares; 2025Q1: 11,689 shares; 2025Q2: 8,382 shares; 2025Q3: 4,791 shares 4,791 $212K 0.02% -3,591 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $209K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares 688 $205K 0.02% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,328 shares 2,328 $203K 0.02% new 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: 6,382 shares; 2024Q4: 6,076 shares; 2025Q1: 4,774 shares; 2025Q2: not reported; 2025Q3: 4,204 shares 4,204 $203K 0.02% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,345 shares; 2024Q4: 14,766 shares; 2025Q1: 14,983 shares; 2025Q2: 15,322 shares; 2025Q3: 15,661 shares 15,661 $128K 0.01% +339 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,393 shares 12,393 $38.7K <0.01% new Timeline CAN CANAAN INC More: the full row for CANAAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,801 shares; 2024Q4: 170,807 shares; 2025Q1: 103,339 shares; 2025Q2: 98,501 shares; 2025Q3: 16,091 shares 16,091 $14.2K <0.01% -82,410 Timeline