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: 498,133 shares; 2024Q4: 498,206 shares; 2025Q1: 509,210 shares; 2025Q2: 516,982 shares; 2025Q3: 523,095 shares 523,095 $172M 16.55% +6,113 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927,921 shares; 2024Q4: 983,777 shares; 2025Q1: 1,046,300 shares; 2025Q2: 1,078,163 shares; 2025Q3: 1,102,118 shares 1,102,118 $91M 8.77% +23,955 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: 1,153,265 shares; 2024Q4: 1,215,315 shares; 2025Q1: 1,417,985 shares; 2025Q2: 1,500,468 shares; 2025Q3: 1,581,086 shares 1,581,086 $73.9M 7.12% +80,618 Timeline SPHQ 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: 30,521 shares; 2025Q1: 39,076 shares; 2025Q2: 41,900 shares; 2025Q3: 718,232 shares 718,232 $52.6M 5.08% +676,332 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: 1,098,899 shares; 2024Q4: 1,102,789 shares; 2025Q1: 1,153,271 shares; 2025Q2: 1,176,217 shares; 2025Q3: 585,372 shares 585,372 $45.9M 4.42% -590,845 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,164 shares; 2024Q4: 838,886 shares; 2025Q1: 1,060,835 shares; 2025Q2: 1,163,855 shares; 2025Q3: 1,278,330 shares 1,278,330 $36.9M 3.55% +114,475 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,494 shares; 2024Q4: 525,097 shares; 2025Q1: 613,052 shares; 2025Q2: 654,193 shares; 2025Q3: 692,754 shares 692,754 $32M 3.09% +38,561 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,755 shares; 2024Q4: 394,925 shares; 2025Q1: 411,169 shares; 2025Q2: 403,764 shares; 2025Q3: 408,972 shares 408,972 $27.8M 2.68% +5,208 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339,800 shares 339,800 $26.8M 2.58% new Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,784 shares; 2024Q4: 531,988 shares; 2025Q1: 556,052 shares; 2025Q2: 564,426 shares; 2025Q3: 589,853 shares 589,853 $25.6M 2.47% +25,427 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: 271,706 shares; 2024Q4: 268,959 shares; 2025Q1: 252,564 shares; 2025Q2: 224,570 shares; 2025Q3: 207,554 shares 207,554 $23.6M 2.28% -17,016 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,419 shares; 2024Q4: 176,556 shares; 2025Q1: 184,730 shares; 2025Q2: 188,113 shares; 2025Q3: 204,253 shares 204,253 $20.4M 1.97% +16,140 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: 100,337 shares; 2024Q4: 97,425 shares; 2025Q1: 97,289 shares; 2025Q2: 94,685 shares; 2025Q3: 94,495 shares 94,495 $17.6M 1.7% -190 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,385 shares; 2024Q4: 53,678 shares; 2025Q1: 54,102 shares; 2025Q2: 50,248 shares; 2025Q3: 50,005 shares 50,005 $16.1M 1.55% -243 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: 120,100 shares; 2024Q4: 131,129 shares; 2025Q1: 132,420 shares; 2025Q2: 137,958 shares; 2025Q3: 138,031 shares 138,031 $13.7M 1.32% +73 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: 21,813 shares; 2024Q4: 21,361 shares; 2025Q1: 21,137 shares; 2025Q2: 20,544 shares; 2025Q3: 20,224 shares 20,224 $13.5M 1.3% -320 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263,654 shares 263,654 $11.7M 1.13% new 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: 8,555 shares; 2024Q4: 171,608 shares; 2025Q1: 168,868 shares; 2025Q2: 171,072 shares; 2025Q3: 171,929 shares 171,929 $11.2M 1.08% +857 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,815 shares; 2024Q4: 59,438 shares; 2025Q1: 58,404 shares; 2025Q2: 71,594 shares; 2025Q3: 72,590 shares 72,590 $10M 0.96% +996 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: 43,491 shares; 2024Q4: 42,886 shares; 2025Q1: 42,868 shares; 2025Q2: 42,815 shares; 2025Q3: 42,876 shares 42,876 $9.25M 0.89% +61 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 8,329 shares; 2025Q1: 8,251 shares; 2025Q2: 8,110 shares; 2025Q3: 8,699 shares 8,699 $8.12M 0.78% +589 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: 14,420 shares; 2024Q4: 14,343 shares; 2025Q1: 13,876 shares; 2025Q2: 14,207 shares; 2025Q3: 14,521 shares 14,521 $7.52M 0.73% +314 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,032 shares; 2024Q4: 44,261 shares; 2025Q1: 40,154 shares; 2025Q2: 32,325 shares; 2025Q3: 31,985 shares 31,985 $6.68M 0.64% -340 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: 10,567 shares; 2024Q4: 10,177 shares; 2025Q1: 9,553 shares; 2025Q2: 9,215 shares; 2025Q3: 9,482 shares 9,482 $6.35M 0.61% +267 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: 26,903 shares; 2024Q4: 26,862 shares; 2025Q1: 26,694 shares; 2025Q2: 23,549 shares; 2025Q3: 24,509 shares 24,509 $6.24M 0.6% +960 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,318 shares; 2024Q4: 74,929 shares; 2025Q1: 69,841 shares; 2025Q2: 71,539 shares; 2025Q3: 74,620 shares 74,620 $6.22M 0.6% +3,081 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: 25,689 shares; 2024Q4: 25,980 shares; 2025Q1: 26,184 shares; 2025Q2: 24,776 shares; 2025Q3: 25,878 shares 25,878 $5.68M 0.55% +1,102 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: 11,286 shares; 2024Q4: 11,321 shares; 2025Q1: 11,269 shares; 2025Q2: 11,287 shares; 2025Q3: 11,203 shares 11,203 $5.63M 0.54% -84 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,263 shares; 2024Q4: 79,025 shares; 2025Q1: 76,100 shares; 2025Q2: 77,938 shares; 2025Q3: 77,935 shares 77,935 $5.56M 0.54% -3 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: 26,976 shares; 2024Q4: 27,840 shares; 2025Q1: 26,837 shares; 2025Q2: 26,083 shares; 2025Q3: 27,636 shares 27,636 $5.15M 0.5% +1,553 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: 41,662 shares; 2024Q4: 40,607 shares; 2025Q1: 27,050 shares; 2025Q2: 20,526 shares; 2025Q3: 19,715 shares 19,715 $5.01M 0.48% -811 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,282 shares; 2024Q4: 185,394 shares; 2025Q1: 196,541 shares; 2025Q2: 193,042 shares; 2025Q3: 189,418 shares 189,418 $4.87M 0.47% -3,624 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: 23,071 shares; 2024Q4: 21,252 shares; 2025Q1: 20,401 shares; 2025Q2: 18,673 shares; 2025Q3: 19,198 shares 19,198 $4.68M 0.45% +525 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,767 shares; 2024Q4: 25,900 shares; 2025Q1: 25,874 shares; 2025Q2: 26,150 shares; 2025Q3: 26,322 shares 26,322 $4.5M 0.43% +172 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: 29,077 shares; 2024Q4: 33,093 shares; 2025Q1: 41,655 shares; 2025Q2: 50,876 shares; 2025Q3: 56,100 shares 56,100 $4.29M 0.41% +5,224 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,237 shares; 2024Q4: 149,192 shares; 2025Q1: 127,249 shares; 2025Q2: 112,340 shares; 2025Q3: 113,827 shares 113,827 $4.08M 0.39% +1,487 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: 35,398 shares; 2024Q4: 36,301 shares; 2025Q1: 35,401 shares; 2025Q2: 36,145 shares; 2025Q3: 38,847 shares 38,847 $3.89M 0.38% +2,702 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: 36,858 shares; 2024Q4: 41,157 shares; 2025Q1: 39,300 shares; 2025Q2: 38,550 shares; 2025Q3: 37,941 shares 37,941 $3.47M 0.33% -609 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,298 shares; 2025Q1: 4,194 shares; 2025Q2: 4,482 shares; 2025Q3: 4,503 shares 4,503 $3.36M 0.32% +21 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: 44,300 shares; 2024Q4: 43,021 shares; 2025Q1: 45,615 shares; 2025Q2: 42,719 shares; 2025Q3: 41,677 shares 41,677 $3.33M 0.32% -1,042 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,482 shares; 2025Q2: 61,010 shares; 2025Q3: 72,762 shares 72,762 $3.22M 0.31% +11,752 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,810 shares; 2024Q4: 34,760 shares; 2025Q1: 34,088 shares; 2025Q2: 33,758 shares; 2025Q3: 34,025 shares 34,025 $3.05M 0.29% +267 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: 10,273 shares; 2024Q4: 10,648 shares; 2025Q1: 10,659 shares; 2025Q2: 10,671 shares; 2025Q3: 10,675 shares 10,675 $3.01M 0.29% +4 Timeline TCAF 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: 93,833 shares; 2024Q4: 91,959 shares; 2025Q1: 89,482 shares; 2025Q2: 79,621 shares; 2025Q3: 79,308 shares 79,308 $2.99M 0.29% -313 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: 9,206 shares; 2024Q4: 9,197 shares; 2025Q1: 9,163 shares; 2025Q2: 8,646 shares; 2025Q3: 8,661 shares 8,661 $2.96M 0.29% +15 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,521 shares; 2025Q1: 8,314 shares; 2025Q2: 8,314 shares; 2025Q3: 8,317 shares 8,317 $2.96M 0.29% +3 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: 6,574 shares; 2024Q4: 6,668 shares; 2025Q1: 6,334 shares; 2025Q2: 5,824 shares; 2025Q3: 5,806 shares 5,806 $2.78M 0.27% -18 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: 20,694 shares; 2024Q4: 22,804 shares; 2025Q1: 19,709 shares; 2025Q2: 20,166 shares; 2025Q3: 19,714 shares 19,714 $2.78M 0.27% -452 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: 50,583 shares; 2024Q4: 49,794 shares; 2025Q1: 44,271 shares; 2025Q2: 43,640 shares; 2025Q3: 46,374 shares 46,374 $2.78M 0.27% +2,734 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,533 shares; 2024Q4: 13,726 shares; 2025Q1: 14,556 shares; 2025Q2: 14,645 shares; 2025Q3: 14,363 shares 14,363 $2.66M 0.26% -282 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,087 shares; 2024Q4: 34,629 shares; 2025Q1: 34,631 shares; 2025Q2: 34,148 shares; 2025Q3: 34,165 shares 34,165 $2.58M 0.25% +17 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,658 shares; 2024Q4: 11,689 shares; 2025Q1: 11,761 shares; 2025Q2: 9,640 shares; 2025Q3: 10,175 shares 10,175 $2.47M 0.24% +535 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,885 shares; 2024Q4: 37,193 shares; 2025Q1: 31,748 shares; 2025Q2: 32,346 shares; 2025Q3: 32,409 shares 32,409 $2.41M 0.23% +63 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: 9,497 shares; 2024Q4: 9,434 shares; 2025Q1: 9,369 shares; 2025Q2: 8,219 shares; 2025Q3: 8,077 shares 8,077 $2.4M 0.23% -142 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: 2,826 shares; 2024Q4: 2,932 shares; 2025Q1: 2,751 shares; 2025Q2: 3,262 shares; 2025Q3: 3,606 shares 3,606 $2.21M 0.21% +344 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 9,656 shares; 2025Q1: 9,339 shares; 2025Q2: 9,329 shares; 2025Q3: 9,312 shares 9,312 $2.16M 0.21% -17 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,102 shares; 2024Q4: 17,374 shares; 2025Q1: 15,756 shares; 2025Q2: 15,762 shares; 2025Q3: 15,052 shares 15,052 $2.15M 0.21% -710 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: 47,895 shares; 2024Q4: 46,441 shares; 2025Q1: 40,551 shares; 2025Q2: 39,904 shares; 2025Q3: 38,721 shares 38,721 $2.1M 0.2% -1,183 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: 11,514 shares; 2024Q4: 13,093 shares; 2025Q1: 13,865 shares; 2025Q2: 13,866 shares; 2025Q3: 14,011 shares 14,011 $2.04M 0.2% +145 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,592 shares; 2024Q4: 38,369 shares; 2025Q1: 37,119 shares; 2025Q2: 36,413 shares; 2025Q3: 34,903 shares 34,903 $2M 0.19% -1,510 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: 20,296 shares; 2024Q4: 33,260 shares; 2025Q1: 33,260 shares; 2025Q2: 33,260 shares; 2025Q3: 33,723 shares 33,723 $1.94M 0.19% +463 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: 16,320 shares; 2024Q4: 16,428 shares; 2025Q1: 16,056 shares; 2025Q2: 16,790 shares; 2025Q3: 16,846 shares 16,846 $1.9M 0.18% +56 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 5,122 shares; 2025Q1: 5,133 shares; 2025Q2: 5,139 shares; 2025Q3: 5,136 shares 5,136 $1.9M 0.18% -3 Timeline VPU 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: 8,161 shares; 2024Q4: 11,185 shares; 2025Q1: 10,024 shares; 2025Q2: 9,828 shares; 2025Q3: 9,941 shares 9,941 $1.88M 0.18% +113 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: 35,326 shares; 2024Q4: 104,657 shares; 2025Q1: 77,447 shares; 2025Q2: 70,985 shares; 2025Q3: 71,050 shares 71,050 $1.87M 0.18% +65 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: 2,434 shares; 2024Q4: 2,419 shares; 2025Q1: 2,320 shares; 2025Q2: 2,326 shares; 2025Q3: 2,544 shares 2,544 $1.87M 0.18% +218 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,651 shares; 2024Q4: 30,485 shares; 2025Q1: 30,541 shares; 2025Q2: 31,518 shares; 2025Q3: 31,858 shares 31,858 $1.83M 0.18% +340 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,251 shares; 2024Q4: 14,817 shares; 2025Q1: 14,828 shares; 2025Q2: 14,810 shares; 2025Q3: 14,699 shares 14,699 $1.82M 0.18% -111 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 5,770 shares; 2025Q1: 5,770 shares; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares 5,776 $1.78M 0.17% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,381 shares; 2024Q4: 14,381 shares; 2025Q1: 14,381 shares; 2025Q2: 23,161 shares; 2025Q3: 29,208 shares 29,208 $1.75M 0.17% +6,047 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 409 shares; 2025Q3: 408 shares 408 $1.75M 0.17% -1 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,411 shares; 2024Q4: 39,131 shares; 2025Q1: 39,213 shares; 2025Q2: 38,766 shares; 2025Q3: 38,774 shares 38,774 $1.73M 0.17% +8 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: 2,356 shares; 2024Q4: 2,352 shares; 2025Q1: 2,370 shares; 2025Q2: 2,079 shares; 2025Q3: 2,165 shares 2,165 $1.65M 0.16% +86 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: 34,097 shares; 2024Q4: 33,418 shares; 2025Q1: 30,633 shares; 2025Q2: 29,584 shares; 2025Q3: 30,523 shares 30,523 $1.62M 0.16% +939 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 7,717 shares; 2025Q1: 7,190 shares; 2025Q2: 6,005 shares; 2025Q3: 6,142 shares 6,142 $1.59M 0.15% +137 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: 23,450 shares; 2024Q4: 22,468 shares; 2025Q1: 21,549 shares; 2025Q2: 20,765 shares; 2025Q3: 18,725 shares 18,725 $1.57M 0.15% -2,040 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: 5,206 shares; 2024Q4: 5,183 shares; 2025Q1: 5,153 shares; 2025Q2: 5,534 shares; 2025Q3: 5,545 shares 5,545 $1.56M 0.15% +11 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: 784 shares; 2024Q4: 784 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares 765 $1.46M 0.14% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,975 shares; 2024Q4: 13,217 shares; 2025Q1: 13,217 shares; 2025Q2: 13,009 shares; 2025Q3: 16,373 shares 16,373 $1.43M 0.14% +3,364 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: 3,717 shares; 2024Q4: 3,633 shares; 2025Q1: 3,782 shares; 2025Q2: 2,680 shares; 2025Q3: 3,169 shares 3,169 $1.41M 0.14% +489 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 2,961 shares; 2025Q1: 2,854 shares; 2025Q2: 2,867 shares; 2025Q3: 2,880 shares 2,880 $1.37M 0.13% +13 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,547 shares; 2025Q1: 3,549 shares; 2025Q2: 3,253 shares; 2025Q3: 3,255 shares 3,255 $1.37M 0.13% +2 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: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares 9,250 $1.35M 0.13% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 9,438 shares; 2025Q1: 9,482 shares; 2025Q2: 9,501 shares; 2025Q3: 9,546 shares 9,546 $1.34M 0.13% +45 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: 243 shares; 2024Q4: 243 shares; 2025Q1: 245 shares; 2025Q2: 244 shares; 2025Q3: 244 shares 244 $1.32M 0.13% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,016 shares; 2024Q4: 12,870 shares; 2025Q1: 11,480 shares; 2025Q2: 11,520 shares; 2025Q3: 11,080 shares 11,080 $1.32M 0.13% -440 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,141 shares; 2025Q1: 9,943 shares; 2025Q2: 10,627 shares; 2025Q3: 10,859 shares 10,859 $1.31M 0.13% +232 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 7,978 shares; 2025Q1: 7,977 shares; 2025Q2: 7,558 shares; 2025Q3: 8,133 shares 8,133 $1.3M 0.12% +575 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 6,143 shares; 2025Q1: 6,983 shares; 2025Q2: 12,137 shares; 2025Q3: 11,612 shares 11,612 $1.28M 0.12% -525 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,439 shares; 2024Q4: 5,445 shares; 2025Q1: 5,262 shares; 2025Q2: 5,284 shares; 2025Q3: 5,290 shares 5,290 $1.28M 0.12% +6 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,642 shares; 2024Q4: 21,569 shares; 2025Q1: 18,761 shares; 2025Q2: 18,710 shares; 2025Q3: 19,014 shares 19,014 $1.24M 0.12% +304 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,846 shares; 2025Q1: 2,838 shares; 2025Q2: 2,821 shares; 2025Q3: 3,709 shares 3,709 $1.22M 0.12% +888 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: 7,943 shares; 2024Q4: 7,575 shares; 2025Q1: 6,562 shares; 2025Q2: 6,077 shares; 2025Q3: 6,082 shares 6,082 $1.18M 0.11% +5 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: 4,953 shares; 2024Q4: 4,993 shares; 2025Q1: 4,789 shares; 2025Q2: 4,818 shares; 2025Q3: 4,776 shares 4,776 $1.18M 0.11% -42 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: 2,456 shares; 2024Q4: 1,989 shares; 2025Q1: 1,946 shares; 2025Q2: 1,882 shares; 2025Q3: 4,174 shares 4,174 $1.17M 0.11% +2,292 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: 3,092 shares; 2024Q4: 3,180 shares; 2025Q1: 3,505 shares; 2025Q2: 3,524 shares; 2025Q3: 3,719 shares 3,719 $1.17M 0.11% +195 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 6,959 shares; 2025Q2: 3,879 shares; 2025Q3: 6,120 shares 6,120 $1.17M 0.11% +2,241 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,301 shares; 2024Q4: 50,868 shares; 2025Q1: 44,559 shares; 2025Q2: 44,898 shares; 2025Q3: 42,627 shares 42,627 $1.16M 0.11% -2,271 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 13,894 shares; 2025Q1: 13,945 shares; 2025Q2: 13,649 shares; 2025Q3: 13,683 shares 13,683 $1.16M 0.11% +34 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 4,683 shares; 2025Q2: 13,555 shares; 2025Q3: 19,671 shares 19,671 $1.16M 0.11% +6,116 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,653 shares; 2024Q4: 16,653 shares; 2025Q1: 19,203 shares; 2025Q2: 19,203 shares; 2025Q3: 19,203 shares 19,203 $1.14M 0.11% 0 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: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares 9,600 $1.12M 0.11% 0 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,864 shares; 2024Q4: 36,956 shares; 2025Q1: 37,047 shares; 2025Q2: 37,144 shares; 2025Q3: 37,243 shares 37,243 $1.12M 0.11% +99 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,163 shares; 2024Q4: 26,163 shares; 2025Q1: 24,863 shares; 2025Q2: 24,863 shares; 2025Q3: 24,863 shares 24,863 $1.09M 0.11% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,662 shares; 2025Q1: 11,669 shares; 2025Q2: 11,671 shares; 2025Q3: 11,670 shares 11,670 $1.09M 0.11% -1 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,116 shares; 2025Q1: 7,120 shares; 2025Q2: 7,137 shares; 2025Q3: 7,119 shares 7,119 $1.08M 0.1% -18 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,707 shares; 2024Q4: 23,473 shares; 2025Q1: 23,469 shares; 2025Q2: 18,824 shares; 2025Q3: 13,536 shares 13,536 $1.07M 0.1% -5,288 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: 1,683 shares; 2024Q4: 1,629 shares; 2025Q1: 1,684 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares 1,772 $1.06M 0.1% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,923 shares; 2024Q4: 30,923 shares; 2025Q1: 37,293 shares; 2025Q2: 44,938 shares; 2025Q3: 45,924 shares 45,924 $1.05M 0.1% +986 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,687 shares; 2025Q1: 2,611 shares; 2025Q2: 2,508 shares; 2025Q3: 2,480 shares 2,480 $1.04M 0.1% -28 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,703 shares; 2025Q2: 12,738 shares; 2025Q3: 14,083 shares 14,083 $1.02M 0.1% +1,345 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,975 shares; 2024Q4: 11,975 shares; 2025Q1: 11,975 shares; 2025Q2: 11,975 shares; 2025Q3: 11,975 shares 11,975 $1.02M 0.1% 0 Timeline TOGA MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,120 shares; 2025Q2: 25,419 shares; 2025Q3: 28,481 shares 28,481 $1.01M 0.1% +3,062 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,683 shares; 2025Q1: 3,281 shares; 2025Q2: 3,282 shares; 2025Q3: 3,961 shares 3,961 $980K 0.09% +679 Timeline IBTH 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: 30,699 shares; 2024Q4: 30,699 shares; 2025Q1: 34,982 shares; 2025Q2: 43,434 shares; 2025Q3: 43,434 shares 43,434 $978K 0.09% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,674 shares; 2024Q4: 24,674 shares; 2025Q1: 12,674 shares; 2025Q2: 12,674 shares; 2025Q3: 12,674 shares 12,674 $977K 0.09% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,126 shares; 2025Q1: 3,126 shares; 2025Q2: 3,228 shares; 2025Q3: 3,228 shares 3,228 $959K 0.09% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,293 shares; 2025Q1: 2,979 shares; 2025Q2: 2,989 shares; 2025Q3: 2,994 shares 2,994 $922K 0.09% +5 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: 9,836 shares; 2024Q4: 10,807 shares; 2025Q1: 10,863 shares; 2025Q2: 10,950 shares; 2025Q3: 11,035 shares 11,035 $915K 0.09% +85 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,561 shares; 2025Q1: 3,563 shares; 2025Q2: 3,564 shares; 2025Q3: 3,476 shares 3,476 $906K 0.09% -88 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: 15,772 shares; 2024Q4: 15,462 shares; 2025Q1: 15,249 shares; 2025Q2: 15,036 shares; 2025Q3: 14,854 shares 14,854 $903K 0.09% -182 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,344 shares; 2024Q4: 11,344 shares; 2025Q1: 10,517 shares; 2025Q2: 10,517 shares; 2025Q3: 10,517 shares 10,517 $885K 0.09% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,927 shares; 2024Q4: 9,697 shares; 2025Q1: 9,717 shares; 2025Q2: 17,988 shares; 2025Q3: 17,963 shares 17,963 $881K 0.08% -25 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 3,577 shares; 2025Q2: 3,707 shares; 2025Q3: 5,007 shares 5,007 $876K 0.08% +1,300 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 9,321 shares; 2025Q1: 9,321 shares; 2025Q2: 9,321 shares; 2025Q3: 9,321 shares 9,321 $874K 0.08% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,488 shares; 2025Q1: 3,491 shares; 2025Q2: 3,551 shares; 2025Q3: 3,535 shares 3,535 $869K 0.08% -16 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: 18,046 shares; 2024Q4: 18,065 shares; 2025Q1: 17,411 shares; 2025Q2: 17,488 shares; 2025Q3: 17,488 shares 17,488 $865K 0.08% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,213 shares; 2024Q4: 7,936 shares; 2025Q1: 7,810 shares; 2025Q2: 7,976 shares; 2025Q3: 8,219 shares 8,219 $847K 0.08% +243 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,893 shares 31,893 $838K 0.08% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 13,001 shares; 2025Q1: 13,015 shares; 2025Q2: 13,004 shares; 2025Q3: 13,004 shares 13,004 $835K 0.08% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 24,207 shares; 2025Q1: 24,207 shares; 2025Q2: 37,974 shares; 2025Q3: 38,019 shares 38,019 $835K 0.08% +45 Timeline IBTI 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: 28,472 shares; 2024Q4: 28,472 shares; 2025Q1: 28,472 shares; 2025Q2: 37,064 shares; 2025Q3: 37,110 shares 37,110 $831K 0.08% +46 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 6,121 shares; 2025Q1: 5,488 shares; 2025Q2: 5,462 shares; 2025Q3: 5,177 shares 5,177 $804K 0.08% -285 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: 5,102 shares; 2024Q4: 4,922 shares; 2025Q1: 4,924 shares; 2025Q2: 4,922 shares; 2025Q3: 4,922 shares 4,922 $801K 0.08% 0 Timeline GABF GABELLI ETFS TRUST More: the full row for GABELLI ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,950 shares; 2024Q4: 22,127 shares; 2025Q1: 21,414 shares; 2025Q2: 21,414 shares; 2025Q3: 16,427 shares 16,427 $792K 0.08% -4,987 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,796 shares 15,796 $791K 0.08% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,681 shares; 2025Q1: 2,660 shares; 2025Q2: 2,670 shares; 2025Q3: 2,596 shares 2,596 $780K 0.08% -74 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: 1,786 shares; 2024Q4: 1,770 shares; 2025Q1: 1,780 shares; 2025Q2: 1,786 shares; 2025Q3: 1,921 shares 1,921 $778K 0.08% +135 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,735 shares; 2025Q1: 15,644 shares; 2025Q2: 20,288 shares; 2025Q3: 24,520 shares 24,520 $773K 0.07% +4,232 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,050 shares; 2024Q4: 17,050 shares; 2025Q1: 20,603 shares; 2025Q2: 20,605 shares; 2025Q3: 23,793 shares 23,793 $758K 0.07% +3,188 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,769 shares; 2025Q1: 5,417 shares; 2025Q2: 5,420 shares; 2025Q3: 5,425 shares 5,425 $735K 0.07% +5 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: 10,625 shares; 2024Q4: 10,687 shares; 2025Q1: 9,910 shares; 2025Q2: 9,931 shares; 2025Q3: 10,683 shares 10,683 $731K 0.07% +752 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: 5,328 shares; 2024Q4: 5,164 shares; 2025Q1: 5,182 shares; 2025Q2: 5,208 shares; 2025Q3: 5,433 shares 5,433 $728K 0.07% +225 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: not reported; 2024Q4: 1,551 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares 1,551 $727K 0.07% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares 1,003 $720K 0.07% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 762 shares; 2025Q2: 782 shares; 2025Q3: 778 shares 778 $716K 0.07% -4 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,095 shares; 2024Q4: 29,003 shares; 2025Q1: 28,935 shares; 2025Q2: 28,956 shares; 2025Q3: 28,976 shares 28,976 $694K 0.07% +20 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,322 shares; 2025Q1: 3,275 shares; 2025Q2: 3,280 shares; 2025Q3: 3,281 shares 3,281 $691K 0.07% +1 Timeline VCLT 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: 8,852 shares; 2024Q4: 8,852 shares; 2025Q1: 8,812 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares 8,812 $684K 0.07% 0 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: 4,467 shares; 2024Q4: 4,540 shares; 2025Q1: 4,469 shares; 2025Q2: 4,483 shares; 2025Q3: 4,415 shares 4,415 $678K 0.07% -68 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: 7,991 shares; 2024Q4: 6,227 shares; 2025Q1: 6,291 shares; 2025Q2: 6,029 shares; 2025Q3: 6,039 shares 6,039 $673K 0.06% +10 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: 10,053 shares; 2024Q4: 10,408 shares; 2025Q1: 10,384 shares; 2025Q2: 10,441 shares; 2025Q3: 10,059 shares 10,059 $667K 0.06% -382 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 4,942 shares; 2025Q1: 4,955 shares; 2025Q2: 4,952 shares; 2025Q3: 4,951 shares 4,951 $660K 0.06% -1 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 4,847 shares; 2025Q1: 4,858 shares; 2025Q2: 5,112 shares; 2025Q3: 5,088 shares 5,088 $645K 0.06% -24 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,156 shares; 2024Q4: 5,156 shares; 2025Q1: 4,456 shares; 2025Q2: 4,456 shares; 2025Q3: 4,456 shares 4,456 $633K 0.06% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,254 shares; 2024Q4: 12,254 shares; 2025Q1: 12,254 shares; 2025Q2: 12,254 shares; 2025Q3: 13,276 shares 13,276 $612K 0.06% +1,022 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,747 shares; 2025Q1: 11,802 shares; 2025Q2: 5,985 shares; 2025Q3: 6,882 shares 6,882 $610K 0.06% +897 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,595 shares; 2024Q4: 28,980 shares; 2025Q1: 16,573 shares; 2025Q2: 9,876 shares; 2025Q3: 8,877 shares 8,877 $610K 0.06% -999 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: 2,093 shares; 2024Q4: 2,093 shares; 2025Q1: 2,016 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares 2,019 $607K 0.06% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 8,276 shares; 2025Q1: 8,276 shares; 2025Q2: 8,276 shares; 2025Q3: 8,276 shares 8,276 $602K 0.06% 0 Timeline GVI 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: 6,743 shares; 2024Q4: 7,227 shares; 2025Q1: 6,028 shares; 2025Q2: 5,567 shares; 2025Q3: 5,574 shares 5,574 $599K 0.06% +7 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: 1,696 shares; 2024Q4: 1,916 shares; 2025Q1: 1,934 shares; 2025Q2: 1,939 shares; 2025Q3: 1,968 shares 1,968 $598K 0.06% +29 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: 27,347 shares; 2024Q4: 22,197 shares; 2025Q1: 21,468 shares; 2025Q2: 17,628 shares; 2025Q3: 17,815 shares 17,815 $598K 0.06% +187 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,041 shares; 2024Q4: 31,470 shares; 2025Q1: 29,401 shares; 2025Q2: 17,990 shares; 2025Q3: 17,412 shares 17,412 $597K 0.06% -578 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,932 shares; 2025Q1: 2,936 shares; 2025Q2: 3,161 shares; 2025Q3: 3,163 shares 3,163 $595K 0.06% +2 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,337 shares; 2025Q1: 6,352 shares; 2025Q2: 4,493 shares; 2025Q3: 4,962 shares 4,962 $588K 0.06% +469 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,157 shares; 2025Q1: 3,753 shares; 2025Q2: 3,852 shares; 2025Q3: 3,675 shares 3,675 $570K 0.05% -177 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: 16,215 shares; 2024Q4: 14,759 shares; 2025Q1: 14,606 shares; 2025Q2: 14,672 shares; 2025Q3: 12,972 shares 12,972 $570K 0.05% -1,700 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: 15,618 shares; 2024Q4: 24,295 shares; 2025Q1: 23,831 shares; 2025Q2: 21,924 shares; 2025Q3: 22,056 shares 22,056 $562K 0.05% +132 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 32,481 shares; 2025Q1: 23,285 shares; 2025Q2: 19,328 shares; 2025Q3: 18,840 shares 18,840 $558K 0.05% -488 Timeline IBTL 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: 26,181 shares; 2024Q4: 26,181 shares; 2025Q1: 26,181 shares; 2025Q2: 26,181 shares; 2025Q3: 26,181 shares 26,181 $539K 0.05% 0 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: 1,758 shares; 2024Q4: 2,241 shares; 2025Q1: 2,247 shares; 2025Q2: 2,200 shares; 2025Q3: 2,206 shares 2,206 $538K 0.05% +6 Timeline IBTK 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: 26,997 shares; 2024Q4: 26,997 shares; 2025Q1: 26,997 shares; 2025Q2: 26,997 shares; 2025Q3: 26,997 shares 26,997 $537K 0.05% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,082 shares; 2024Q4: 30,082 shares; 2025Q1: 30,082 shares; 2025Q2: 22,766 shares; 2025Q3: 21,906 shares 21,906 $512K 0.05% -860 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: 6,031 shares; 2024Q4: 6,008 shares; 2025Q1: 6,016 shares; 2025Q2: 6,009 shares; 2025Q3: 6,011 shares 6,011 $509K 0.05% +2 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,510 shares; 2025Q3: 1,507 shares 1,507 $501K 0.05% -3 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: 1,191 shares; 2024Q4: 1,131 shares; 2025Q1: 1,023 shares; 2025Q2: 1,000 shares; 2025Q3: 1,002 shares 1,002 $500K 0.05% +2 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: 9,510 shares; 2024Q4: 8,985 shares; 2025Q1: 7,609 shares; 2025Q2: 7,547 shares; 2025Q3: 7,547 shares 7,547 $497K 0.05% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,267 shares; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,354 shares; 2025Q3: 8,686 shares 8,686 $494K 0.05% -668 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,431 shares; 2025Q1: 3,433 shares; 2025Q2: 3,497 shares; 2025Q3: 3,499 shares 3,499 $489K 0.05% +2 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,404 shares; 2025Q1: 1,400 shares; 2025Q2: 1,517 shares; 2025Q3: 1,474 shares 1,474 $485K 0.05% -43 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,351 shares; 2024Q4: 21,008 shares; 2025Q1: 20,940 shares; 2025Q2: 20,973 shares; 2025Q3: 10,484 shares 10,484 $479K 0.05% -10,489 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,662 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 6,148 shares 6,148 $462K 0.04% +1,044 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,644 shares; 2025Q1: 3,644 shares; 2025Q2: 3,482 shares; 2025Q3: 3,444 shares 3,444 $452K 0.04% -38 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: 11,536 shares; 2024Q4: 11,146 shares; 2025Q1: 8,522 shares; 2025Q2: 4,772 shares; 2025Q3: 5,455 shares 5,455 $447K 0.04% +683 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: 373 shares; 2025Q1: 376 shares; 2025Q2: 379 shares; 2025Q3: 383 shares 383 $446K 0.04% +4 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: 3,931 shares; 2024Q4: 3,935 shares; 2025Q1: 3,940 shares; 2025Q2: 3,935 shares; 2025Q3: 3,940 shares 3,940 $442K 0.04% +5 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 717 shares; 2025Q1: 719 shares; 2025Q2: 721 shares; 2025Q3: 724 shares 724 $441K 0.04% +3 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,594 shares; 2025Q1: 1,776 shares; 2025Q2: 1,814 shares; 2025Q3: 1,811 shares 1,811 $431K 0.04% -3 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares 4,622 $430K 0.04% 0 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: 7,051 shares; 2024Q4: 8,649 shares; 2025Q1: 8,663 shares; 2025Q2: 9,188 shares; 2025Q3: 10,171 shares 10,171 $427K 0.04% +983 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,266 shares; 2025Q1: 5,881 shares; 2025Q2: 5,803 shares; 2025Q3: 5,490 shares 5,490 $421K 0.04% -313 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares 2,681 $419K 0.04% 0 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: 2,747 shares; 2024Q4: 2,433 shares; 2025Q1: 2,438 shares; 2025Q2: 2,378 shares; 2025Q3: 2,382 shares 2,382 $416K 0.04% +4 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: 5,523 shares; 2024Q4: 5,696 shares; 2025Q1: not reported; 2025Q2: 13,629 shares; 2025Q3: 13,116 shares 13,116 $412K 0.04% -513 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,287 shares; 2025Q1: 3,290 shares; 2025Q2: 3,135 shares; 2025Q3: 3,136 shares 3,136 $411K 0.04% +1 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE 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: 2,417 shares; 2025Q1: 2,422 shares; 2025Q2: 2,431 shares; 2025Q3: 2,430 shares 2,430 $409K 0.04% -1 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: 601 shares; 2024Q4: 606 shares; 2025Q1: 704 shares; 2025Q2: 1,121 shares; 2025Q3: 1,142 shares 1,142 $394K 0.04% +21 Timeline CUSD TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,554 shares; 2024Q4: 18,532 shares; 2025Q1: 18,862 shares; 2025Q2: 18,862 shares; 2025Q3: 18,162 shares 18,162 $394K 0.04% -700 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: 369 shares; 2024Q4: 373 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 323 shares 323 $387K 0.04% -7 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 433 shares; 2025Q1: 437 shares; 2025Q2: 613 shares; 2025Q3: 612 shares 612 $386K 0.04% -1 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,981 shares; 2024Q4: 18,841 shares; 2025Q1: 16,791 shares; 2025Q2: 10,704 shares; 2025Q3: 6,681 shares 6,681 $382K 0.04% -4,023 Timeline XBI 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: 3,834 shares; 2024Q4: 3,834 shares; 2025Q1: 3,587 shares; 2025Q2: 3,727 shares; 2025Q3: 3,789 shares 3,789 $380K 0.04% +62 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,272 shares; 2025Q1: 2,713 shares; 2025Q2: 2,655 shares; 2025Q3: 2,658 shares 2,658 $376K 0.04% +3 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 898 shares; 2025Q1: 901 shares; 2025Q2: 905 shares; 2025Q3: 888 shares 888 $359K 0.03% -17 Timeline IWC 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: 3,403 shares; 2024Q4: 3,406 shares; 2025Q1: 3,105 shares; 2025Q2: 2,389 shares; 2025Q3: 2,392 shares 2,392 $357K 0.03% +3 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: 2,657 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,724 shares 2,724 $349K 0.03% +149 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 569 shares; 2025Q3: 566 shares 566 $348K 0.03% -3 Timeline VNQI 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: 8,550 shares; 2024Q4: 7,424 shares; 2025Q1: 7,424 shares; 2025Q2: 7,424 shares; 2025Q3: 7,236 shares 7,236 $345K 0.03% -188 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: 2,882 shares; 2024Q4: 2,730 shares; 2025Q1: 2,425 shares; 2025Q2: 2,389 shares; 2025Q3: 2,425 shares 2,425 $341K 0.03% +36 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 8,647 shares; 2025Q2: 8,665 shares; 2025Q3: 8,681 shares 8,681 $336K 0.03% +16 Timeline HEFA 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: 10,082 shares; 2024Q4: 11,527 shares; 2025Q1: 11,527 shares; 2025Q2: 8,570 shares; 2025Q3: 8,385 shares 8,385 $332K 0.03% -185 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,572 shares; 2025Q1: 6,476 shares; 2025Q2: 6,476 shares; 2025Q3: 6,476 shares 6,476 $328K 0.03% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,467 shares; 2025Q2: 6,544 shares; 2025Q3: 7,605 shares 7,605 $325K 0.03% +1,061 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: 4,931 shares; 2024Q4: 4,931 shares; 2025Q1: 4,338 shares; 2025Q2: 3,938 shares; 2025Q3: 3,949 shares 3,949 $325K 0.03% +11 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,098 shares; 2025Q1: 2,078 shares; 2025Q2: 2,080 shares; 2025Q3: 2,083 shares 2,083 $324K 0.03% +3 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: 9,951 shares; 2024Q4: 5,713 shares; 2025Q1: 5,173 shares; 2025Q2: 4,276 shares; 2025Q3: 4,288 shares 4,288 $323K 0.03% +12 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 3,863 shares; 2025Q1: 3,545 shares; 2025Q2: 1,022 shares; 2025Q3: 949 shares 949 $320K 0.03% -73 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 768 shares; 2025Q3: 768 shares 768 $318K 0.03% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,359 shares; 2025Q1: 11,388 shares; 2025Q2: 9,419 shares; 2025Q3: 9,906 shares 9,906 $318K 0.03% +487 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,211 shares; 2025Q1: 3,214 shares; 2025Q2: 3,084 shares; 2025Q3: 2,872 shares 2,872 $318K 0.03% -212 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 5,263 shares; 2025Q1: 5,121 shares; 2025Q2: 5,112 shares; 2025Q3: 5,127 shares 5,127 $314K 0.03% +15 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,586 shares; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares 4,586 $309K 0.03% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 1,213 shares; 2025Q1: 1,207 shares; 2025Q2: 986 shares; 2025Q3: 987 shares 987 $306K 0.03% +1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 622 shares 622 $303K 0.03% -3 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,465 shares; 2025Q1: 1,468 shares; 2025Q2: 1,470 shares; 2025Q3: 1,478 shares 1,478 $298K 0.03% +8 Timeline IUSV 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: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares 2,960 $296K 0.03% 0 Timeline IEF 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: 3,015 shares; 2025Q3: 3,015 shares 3,015 $291K 0.03% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 3,787 shares; 2025Q1: 3,787 shares; 2025Q2: 3,787 shares; 2025Q3: 3,787 shares 3,787 $282K 0.03% 0 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: 6,356 shares; 2024Q4: 6,551 shares; 2025Q1: 6,355 shares; 2025Q2: 955 shares; 2025Q3: 958 shares 958 $281K 0.03% +3 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 6,562 shares; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 6,508 shares 6,508 $280K 0.03% -37 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 4,708 shares; 2025Q1: 4,659 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares 4,042 $277K 0.03% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 5,931 shares; 2025Q1: 5,931 shares; 2025Q2: 5,931 shares; 2025Q3: 5,931 shares 5,931 $272K 0.03% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 4,093 shares; 2025Q1: 4,843 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares 4,843 $270K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares 1,496 $265K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,627 shares; 2025Q3: 4,636 shares 4,636 $264K 0.03% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares 2,950 $264K 0.03% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,040 shares; 2025Q3: 5,700 shares 5,700 $263K 0.03% +660 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 11,434 shares 11,434 $262K 0.03% +1,034 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares 2,040 $262K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,673 shares; 2025Q2: 6,171 shares; 2025Q3: 6,171 shares 6,171 $261K 0.03% 0 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: 15,331 shares; 2024Q4: 10,959 shares; 2025Q1: 9,569 shares; 2025Q2: 9,771 shares; 2025Q3: 9,223 shares 9,223 $260K 0.03% -548 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares 11,200 $259K 0.02% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 4,529 shares; 2025Q1: 4,529 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares 4,529 $258K 0.02% 0 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 6,892 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares 7,300 $257K 0.02% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,758 shares; 2024Q4: 19,966 shares; 2025Q1: 12,686 shares; 2025Q2: 9,714 shares; 2025Q3: 9,047 shares 9,047 $252K 0.02% -667 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,680 shares 3,680 $252K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,115 shares; 2025Q1: 1,118 shares; 2025Q2: 1,121 shares; 2025Q3: 1,124 shares 1,124 $248K 0.02% +3 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 772 shares 772 $247K 0.02% 0 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: 1,308 shares; 2024Q4: 1,053 shares; 2025Q1: 1,055 shares; 2025Q2: 1,060 shares; 2025Q3: 1,055 shares 1,055 $242K 0.02% -5 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,783 shares; 2025Q1: 2,881 shares; 2025Q2: 2,887 shares; 2025Q3: 2,861 shares 2,861 $241K 0.02% -26 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares 800 $233K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 306 shares 306 $232K 0.02% +2 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,432 shares; 2025Q3: 1,428 shares 1,428 $232K 0.02% -4 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: 2,514 shares; 2024Q4: 2,421 shares; 2025Q1: 2,475 shares; 2025Q2: 1,887 shares; 2025Q3: 1,994 shares 1,994 $228K 0.02% +107 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: not reported; 2024Q4: not reported; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares 2,769 $225K 0.02% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 3,171 shares; 2025Q1: 3,171 shares; 2025Q2: 3,171 shares; 2025Q3: 3,171 shares 3,171 $225K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,372 shares; 2025Q1: not reported; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares 2,316 $224K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 1,009 shares 1,009 $218K 0.02% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,664 shares 2,664 $215K 0.02% new 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: not reported; 2024Q4: 1,926 shares; 2025Q1: 1,747 shares; 2025Q2: 1,755 shares; 2025Q3: 1,732 shares 1,732 $214K 0.02% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,155 shares 4,155 $214K 0.02% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,130 shares 1,130 $214K 0.02% new Timeline XMHQ 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: 2,559 shares; 2024Q4: 4,698 shares; 2025Q1: not reported; 2025Q2: 2,063 shares; 2025Q3: 1,989 shares 1,989 $209K 0.02% -74 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 952 shares; 2025Q1: 872 shares; 2025Q2: 838 shares; 2025Q3: 801 shares 801 $209K 0.02% -37 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: not reported; 2025Q3: 1,145 shares 1,145 $208K 0.02% new Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,516 shares; 2025Q1: 1,984 shares; 2025Q2: 1,995 shares; 2025Q3: 1,630 shares 1,630 $208K 0.02% -365 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 707 shares; 2025Q2: 710 shares; 2025Q3: 730 shares 730 $206K 0.02% +20 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,576 shares 3,576 $206K 0.02% new 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: 1,807 shares; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: not reported; 2025Q3: 1,815 shares 1,815 $203K 0.02% new Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,125 shares; 2025Q1: 7,125 shares; 2025Q2: 7,125 shares; 2025Q3: 7,125 shares 7,125 $202K 0.02% 0 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,980 shares; 2025Q3: 3,980 shares 3,980 $202K 0.02% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,806 shares; 2024Q4: 12,806 shares; 2025Q1: 12,806 shares; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares 12,806 $88.5K 0.01% 0 Timeline CGEM CULLINAN THERAPEUTICS INC More: the full row for CULLINAN THERAPEUTICS 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: 13,904 shares 13,904 $82.5K 0.01% new Timeline 374WATER INC 374WATER INC More: the full row for 374WATER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,647 shares; 2024Q4: 101,647 shares; 2025Q1: 101,647 shares; 2025Q2: 101,647 shares; 2025Q3: 101,647 shares 101,647 $29.2K <0.01% 0