SPYG 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: 413,223 shares; 2024Q4: 411,930 shares; 2025Q1: 410,140 shares; 2025Q2: 424,818 shares; 2025Q3: 541,535 shares 541,535 $56.6M 8.5% +116,717 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,014 shares; 2024Q4: 608,587 shares; 2025Q1: 517,552 shares; 2025Q2: 554,178 shares; 2025Q3: 687,832 shares 687,832 $38.1M 5.71% +133,654 Timeline SPAB 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: 1,522,309 shares; 2024Q4: 1,054,048 shares; 2025Q1: 1,120,509 shares; 2025Q2: 1,124,404 shares; 2025Q3: 1,232,568 shares 1,232,568 $31.9M 4.78% +108,164 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,820 shares; 2024Q4: 358,722 shares; 2025Q1: 364,084 shares; 2025Q2: 312,414 shares; 2025Q3: 346,565 shares 346,565 $31.8M 4.77% +34,151 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,956 shares; 2024Q4: 265,612 shares; 2025Q1: 267,771 shares; 2025Q2: 282,007 shares; 2025Q3: 299,475 shares 299,475 $25M 3.75% +17,468 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,252 shares; 2024Q4: 307,397 shares; 2025Q1: 312,592 shares; 2025Q2: 330,056 shares; 2025Q3: 357,032 shares 357,032 $24.6M 3.7% +26,976 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,381 shares; 2024Q4: 226,543 shares; 2025Q1: 230,823 shares; 2025Q2: 245,665 shares; 2025Q3: 262,087 shares 262,087 $24M 3.6% +16,422 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,350 shares; 2024Q4: 65,906 shares; 2025Q1: 68,081 shares; 2025Q2: 73,191 shares; 2025Q3: 81,660 shares 81,660 $20.9M 3.14% +8,469 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,208,278 shares; 2025Q1: 1,268,374 shares; 2025Q2: 1,255,116 shares; 2025Q3: 888,788 shares 888,788 $19.3M 2.9% -366,328 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,742 shares; 2024Q4: 228,251 shares; 2025Q1: 233,499 shares; 2025Q2: 191,830 shares; 2025Q3: 199,619 shares 199,619 $18.8M 2.83% +7,789 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: 218,346 shares; 2024Q4: 234,072 shares; 2025Q1: 239,950 shares; 2025Q2: 202,579 shares; 2025Q3: 211,659 shares 211,659 $18.8M 2.82% +9,080 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,578 shares; 2024Q4: 50,097 shares; 2025Q1: 52,284 shares; 2025Q2: 58,891 shares; 2025Q3: 62,492 shares 62,492 $17.6M 2.65% +3,601 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236,472 shares; 2025Q1: 253,338 shares; 2025Q2: 276,099 shares; 2025Q3: 328,818 shares 328,818 $16.6M 2.49% +52,719 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: 27,164 shares; 2024Q4: 28,865 shares; 2025Q1: 33,863 shares; 2025Q2: 28,936 shares; 2025Q3: 29,140 shares 29,140 $13M 1.95% +204 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,062 shares; 2025Q3: 116,926 shares 116,926 $12.4M 1.85% +21,864 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: 79,137 shares; 2024Q4: 75,313 shares; 2025Q1: 73,244 shares; 2025Q2: 70,929 shares; 2025Q3: 65,682 shares 65,682 $12.3M 1.84% -5,247 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,405 shares; 2024Q4: 484,942 shares; 2025Q1: 494,490 shares; 2025Q2: 484,386 shares; 2025Q3: 516,158 shares 516,158 $11.7M 1.76% +31,772 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 222,811 shares 222,811 $11.4M 1.71% new 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: 38,778 shares; 2024Q4: 37,617 shares; 2025Q1: 40,205 shares; 2025Q2: 43,373 shares; 2025Q3: 41,954 shares 41,954 $10.7M 1.6% -1,419 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,268 shares 113,268 $9.08M 1.36% new 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: 15,565 shares; 2024Q4: 15,452 shares; 2025Q1: 15,915 shares; 2025Q2: 16,566 shares; 2025Q3: 16,629 shares 16,629 $8.61M 1.29% +63 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: 26,915 shares; 2024Q4: 27,000 shares; 2025Q1: 27,621 shares; 2025Q2: 26,702 shares; 2025Q3: 25,941 shares 25,941 $8.56M 1.29% -761 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238,428 shares 238,428 $8.41M 1.26% new 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: 112,512 shares; 2024Q4: 93,434 shares; 2025Q1: 162,738 shares; 2025Q2: 170,896 shares; 2025Q3: 99,114 shares 99,114 $7.76M 1.17% -71,782 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,387 shares; 2024Q4: 82,385 shares; 2025Q1: 141,739 shares; 2025Q2: 187,076 shares; 2025Q3: 176,447 shares 176,447 $7.55M 1.13% -10,629 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: 26,664 shares; 2024Q4: 27,623 shares; 2025Q1: 27,948 shares; 2025Q2: 31,207 shares; 2025Q3: 31,014 shares 31,014 $7.54M 1.13% -193 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: 3,012 shares; 2024Q4: 1,988 shares; 2025Q1: 2,099 shares; 2025Q2: 10,432 shares; 2025Q3: 10,477 shares 10,477 $6.98M 1.05% +45 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,564 shares; 2025Q3: 69,109 shares 69,109 $6.94M 1.04% +18,545 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: 29,209 shares; 2024Q4: 29,365 shares; 2025Q1: 29,252 shares; 2025Q2: 32,695 shares; 2025Q3: 31,540 shares 31,540 $6.93M 1.04% -1,155 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: 48,647 shares; 2024Q4: 62,619 shares; 2025Q1: 54,410 shares; 2025Q2: 95,045 shares; 2025Q3: 91,756 shares 91,756 $6.05M 0.91% -3,289 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315,253 shares 315,253 $5.82M 0.87% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,946 shares; 2024Q4: 21,601 shares; 2025Q1: 99,510 shares; 2025Q2: 110,044 shares; 2025Q3: 135,821 shares 135,821 $5.71M 0.86% +25,777 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 6,204 shares; 2025Q1: 6,434 shares; 2025Q2: 6,920 shares; 2025Q3: 7,207 shares 7,207 $5.29M 0.79% +287 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: 14,643 shares; 2024Q4: 14,950 shares; 2025Q1: 15,458 shares; 2025Q2: 15,481 shares; 2025Q3: 15,190 shares 15,190 $4.79M 0.72% -291 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: 58,627 shares; 2024Q4: 57,700 shares; 2025Q1: 55,543 shares; 2025Q2: 51,639 shares; 2025Q3: 51,460 shares 51,460 $4.62M 0.69% -179 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: 66,982 shares; 2024Q4: 84,744 shares; 2025Q1: 74,522 shares; 2025Q2: 71,903 shares; 2025Q3: 69,554 shares 69,554 $4.54M 0.68% -2,349 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,832 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,901 shares; 2025Q3: 35,736 shares 35,736 $4.33M 0.65% -1,165 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,652 shares; 2025Q1: 3,975 shares; 2025Q2: 4,266 shares; 2025Q3: 4,398 shares 4,398 $3.36M 0.5% +132 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: not reported; 2024Q4: 6,628 shares; 2025Q1: 13,987 shares; 2025Q2: 47,528 shares; 2025Q3: 51,315 shares 51,315 $3.34M 0.5% +3,787 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: 4,726 shares; 2024Q4: 5,093 shares; 2025Q1: 5,400 shares; 2025Q2: 5,880 shares; 2025Q3: 5,872 shares 5,872 $2.95M 0.44% -8 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: 30,634 shares; 2024Q4: 39,639 shares; 2025Q1: 17,661 shares; 2025Q2: 18,865 shares; 2025Q3: 23,554 shares 23,554 $2.8M 0.42% +4,689 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,210 shares; 2025Q1: 46,492 shares; 2025Q2: 60,622 shares; 2025Q3: 88,956 shares 88,956 $2.77M 0.42% +28,334 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 6,251 shares; 2025Q1: 61,061 shares; 2025Q2: 61,792 shares; 2025Q3: 58,386 shares 58,386 $2.56M 0.39% -3,406 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,593 shares; 2025Q1: 2,697 shares; 2025Q2: 2,731 shares; 2025Q3: 2,756 shares 2,756 $2.55M 0.38% +25 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: 28,665 shares; 2024Q4: 28,355 shares; 2025Q1: 28,908 shares; 2025Q2: 29,749 shares; 2025Q3: 29,794 shares 29,794 $2.51M 0.38% +45 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: not reported; 2024Q4: 1,784 shares; 2025Q1: 12,267 shares; 2025Q2: 18,501 shares; 2025Q3: 16,011 shares 16,011 $2.33M 0.35% -2,490 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 7,695 shares; 2025Q1: 8,669 shares; 2025Q2: 9,740 shares; 2025Q3: 9,719 shares 9,719 $2.3M 0.34% -21 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,163 shares; 2025Q1: 2,381 shares; 2025Q2: 2,797 shares; 2025Q3: 2,813 shares 2,813 $2.24M 0.34% +16 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,029 shares; 2025Q1: 2,128 shares; 2025Q2: 2,423 shares; 2025Q3: 2,414 shares 2,414 $2.22M 0.33% -9 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: 9,158 shares; 2024Q4: 9,694 shares; 2025Q1: 10,608 shares; 2025Q2: 11,098 shares; 2025Q3: 11,597 shares 11,597 $2.18M 0.33% +499 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: 78,704 shares; 2024Q4: 83,210 shares; 2025Q1: 85,526 shares; 2025Q2: 91,394 shares; 2025Q3: 90,979 shares 90,979 $2.18M 0.33% -415 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,351 shares; 2024Q4: 7,553 shares; 2025Q1: 8,231 shares; 2025Q2: 8,481 shares; 2025Q3: 8,480 shares 8,480 $2.13M 0.32% -1 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,044 shares; 2024Q4: 27,071 shares; 2025Q1: 28,132 shares; 2025Q2: 30,652 shares; 2025Q3: 31,525 shares 31,525 $2.05M 0.31% +873 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,722 shares; 2024Q4: 8,647 shares; 2025Q1: 8,863 shares; 2025Q2: 8,870 shares; 2025Q3: 9,039 shares 9,039 $1.94M 0.29% +169 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: 11,772 shares; 2024Q4: 11,798 shares; 2025Q1: 12,536 shares; 2025Q2: 12,584 shares; 2025Q3: 12,433 shares 12,433 $1.91M 0.29% -151 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,420 shares 10,420 $1.9M 0.29% new 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: 1,445 shares; 2024Q4: 2,573 shares; 2025Q1: 3,550 shares; 2025Q2: 1,692 shares; 2025Q3: 6,373 shares 6,373 $1.8M 0.27% +4,681 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,759 shares; 2025Q1: 3,047 shares; 2025Q2: 3,258 shares; 2025Q3: 3,244 shares 3,244 $1.77M 0.27% -14 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,333 shares; 2025Q2: 34,648 shares; 2025Q3: 48,505 shares 48,505 $1.77M 0.27% +13,857 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: 10,794 shares; 2024Q4: 11,410 shares; 2025Q1: 12,805 shares; 2025Q2: 13,264 shares; 2025Q3: 13,581 shares 13,581 $1.68M 0.25% +317 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,787 shares; 2025Q1: 6,148 shares; 2025Q2: 6,532 shares; 2025Q3: 6,841 shares 6,841 $1.62M 0.24% +309 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,009 shares; 2025Q1: 11,447 shares; 2025Q2: 16,806 shares; 2025Q3: 40,814 shares 40,814 $1.59M 0.24% +24,008 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: 9,939 shares; 2024Q4: 9,381 shares; 2025Q1: 10,866 shares; 2025Q2: 13,464 shares; 2025Q3: 14,684 shares 14,684 $1.51M 0.23% +1,220 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,120 shares 2,120 $1.45M 0.22% -55 Timeline IGEB 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: 26,971 shares; 2024Q4: 29,359 shares; 2025Q1: 28,725 shares; 2025Q2: 27,810 shares; 2025Q3: 30,859 shares 30,859 $1.42M 0.21% +3,049 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,361 shares; 2024Q4: 32,133 shares; 2025Q1: 31,452 shares; 2025Q2: 32,061 shares; 2025Q3: 18,313 shares 18,313 $1.37M 0.21% -13,748 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,908 shares; 2025Q1: 3,692 shares; 2025Q2: 3,913 shares; 2025Q3: 3,997 shares 3,997 $1.36M 0.2% +84 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,013 shares 21,013 $1.36M 0.2% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,431 shares; 2025Q1: 2,739 shares; 2025Q2: 2,787 shares; 2025Q3: 2,687 shares 2,687 $1.29M 0.19% -100 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: 16,083 shares; 2024Q4: 16,878 shares; 2025Q1: 18,931 shares; 2025Q2: 20,211 shares; 2025Q3: 20,673 shares 20,673 $1.26M 0.19% +462 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 5,943 shares; 2025Q1: 6,318 shares; 2025Q2: 6,347 shares; 2025Q3: 6,394 shares 6,394 $1.23M 0.19% +47 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,887 shares; 2025Q1: 9,335 shares; 2025Q2: 9,542 shares; 2025Q3: 9,267 shares 9,267 $1.23M 0.18% -275 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,009 shares; 2025Q2: 1,832 shares; 2025Q3: 2,549 shares 2,549 $1.17M 0.18% +717 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,567 shares; 2025Q3: 40,519 shares 40,519 $1.15M 0.17% +11,952 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 3,045 shares; 2025Q1: 3,264 shares; 2025Q2: 2,349 shares; 2025Q3: 2,324 shares 2,324 $1.13M 0.17% -25 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,923 shares; 2024Q4: 8,056 shares; 2025Q1: 8,399 shares; 2025Q2: 8,582 shares; 2025Q3: 8,685 shares 8,685 $1.12M 0.17% +103 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252 shares; 2025Q1: 336 shares; 2025Q2: 8,124 shares; 2025Q3: 9,979 shares 9,979 $1.08M 0.16% +1,855 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 6,855 shares; 2025Q1: 6,991 shares; 2025Q2: 7,491 shares; 2025Q3: 7,548 shares 7,548 $1.07M 0.16% +57 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: 5,445 shares; 2024Q4: 5,101 shares; 2025Q1: 6,200 shares; 2025Q2: 6,332 shares; 2025Q3: 5,724 shares 5,724 $1.06M 0.16% -608 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 755 shares; 2025Q1: 3,159 shares; 2025Q2: 3,159 shares; 2025Q3: 3,260 shares 3,260 $1.05M 0.16% +101 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,256 shares; 2025Q1: 2,835 shares; 2025Q2: 2,314 shares; 2025Q3: 2,286 shares 2,286 $1.05M 0.16% -28 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,153 shares; 2025Q2: 8,354 shares; 2025Q3: 12,132 shares 12,132 $1.03M 0.15% +3,778 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 1,402 shares; 2025Q1: 1,918 shares; 2025Q2: 2,827 shares; 2025Q3: 4,050 shares 4,050 $999K 0.15% +1,223 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: 8,689 shares; 2024Q4: 9,560 shares; 2025Q1: 10,063 shares; 2025Q2: 10,936 shares; 2025Q3: 11,787 shares 11,787 $989K 0.15% +851 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: 81,182 shares; 2024Q4: 94,430 shares; 2025Q1: 95,414 shares; 2025Q2: 101,655 shares; 2025Q3: 9,864 shares 9,864 $982K 0.15% -91,791 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: 1,111 shares; 2024Q4: 1,352 shares; 2025Q1: 1,609 shares; 2025Q2: 1,711 shares; 2025Q3: 1,964 shares 1,964 $980K 0.15% +253 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,593 shares; 2025Q1: 1,688 shares; 2025Q2: 2,069 shares; 2025Q3: 2,052 shares 2,052 $975K 0.15% -17 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 1,456 shares; 2025Q1: 3,595 shares; 2025Q2: 4,737 shares; 2025Q3: 4,725 shares 4,725 $962K 0.14% -12 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,273 shares; 2024Q4: 31,399 shares; 2025Q1: 30,249 shares; 2025Q2: 29,169 shares; 2025Q3: 27,892 shares 27,892 $953K 0.14% -1,277 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: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,397 shares; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares 1,267 $946K 0.14% 0 Timeline BWX 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: 34,702 shares; 2024Q4: 32,914 shares; 2025Q1: 31,858 shares; 2025Q2: 45,054 shares; 2025Q3: 39,574 shares 39,574 $910K 0.14% -5,480 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: 18,377 shares; 2024Q4: 17,661 shares; 2025Q1: 19,341 shares; 2025Q2: 20,167 shares; 2025Q3: 11,409 shares 11,409 $857K 0.13% -8,758 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: 783 shares; 2025Q1: 758 shares; 2025Q2: 760 shares; 2025Q3: 729 shares 729 $849K 0.13% -31 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: 1,244 shares; 2024Q4: 1,231 shares; 2025Q1: 1,227 shares; 2025Q2: 1,262 shares; 2025Q3: 1,259 shares 1,259 $843K 0.13% -3 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,151 shares; 2024Q4: 11,554 shares; 2025Q1: 12,521 shares; 2025Q2: 13,245 shares; 2025Q3: 14,717 shares 14,717 $817K 0.12% +1,472 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,355 shares; 2024Q4: 17,904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,133 shares 20,133 $765K 0.11% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: 1,460 shares; 2025Q3: 1,552 shares 1,552 $761K 0.11% +92 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,271 shares; 2025Q1: 1,728 shares; 2025Q2: 1,934 shares; 2025Q3: 2,347 shares 2,347 $758K 0.11% +413 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 386 shares 386 $738K 0.11% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,723 shares; 2024Q4: 10,375 shares; 2025Q1: 4,612 shares; 2025Q2: 4,611 shares; 2025Q3: 4,737 shares 4,737 $736K 0.11% +126 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: not reported; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 2,347 shares; 2025Q3: 3,090 shares 3,090 $715K 0.11% +743 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS 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: 1,858 shares; 2025Q2: 3,189 shares; 2025Q3: 4,520 shares 4,520 $705K 0.11% +1,331 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: 2,221 shares; 2024Q4: 2,038 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares 2,050 $692K 0.1% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,170 shares; 2024Q4: 11,934 shares; 2025Q1: 13,429 shares; 2025Q2: 14,270 shares; 2025Q3: 14,833 shares 14,833 $688K 0.1% +563 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 4,980 shares; 2025Q1: 4,488 shares; 2025Q2: 4,198 shares; 2025Q3: 4,084 shares 4,084 $683K 0.1% -114 Timeline DOV DOVER CORP More: the full row for DOVER 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: 4,157 shares; 2025Q2: 4,157 shares; 2025Q3: 4,069 shares 4,069 $679K 0.1% -88 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: 6,219 shares; 2024Q4: 8,133 shares; 2025Q1: 9,794 shares; 2025Q2: 12,047 shares; 2025Q3: 14,829 shares 14,829 $652K 0.1% +2,782 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,291 shares; 2025Q2: 9,691 shares; 2025Q3: 14,000 shares 14,000 $650K 0.1% +4,309 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,020 shares; 2025Q1: 1,243 shares; 2025Q2: 3,255 shares; 2025Q3: 3,235 shares 3,235 $641K 0.1% -20 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: 2,176 shares; 2024Q4: 2,176 shares; 2025Q1: 2,159 shares; 2025Q2: 2,638 shares; 2025Q3: 2,591 shares 2,591 $631K 0.09% -47 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: 3,064 shares; 2024Q4: 2,880 shares; 2025Q1: 2,745 shares; 2025Q2: 2,841 shares; 2025Q3: 2,861 shares 2,861 $617K 0.09% +20 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: 298 shares; 2024Q4: 299 shares; 2025Q1: 324 shares; 2025Q2: 308 shares; 2025Q3: 504 shares 504 $604K 0.09% +196 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: 6,955 shares; 2024Q4: 7,020 shares; 2025Q1: 5,980 shares; 2025Q2: 5,604 shares; 2025Q3: 5,389 shares 5,389 $602K 0.09% -215 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,069 shares; 2025Q2: 1,091 shares; 2025Q3: 1,045 shares 1,045 $595K 0.09% -46 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: 821 shares; 2024Q4: 1,060 shares; 2025Q1: 903 shares; 2025Q2: 1,312 shares; 2025Q3: 1,239 shares 1,239 $591K 0.09% -73 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,494 shares; 2025Q1: 3,999 shares; 2025Q2: 3,692 shares; 2025Q3: 3,328 shares 3,328 $575K 0.09% -364 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: 634 shares; 2024Q4: 1,016 shares; 2025Q1: 1,284 shares; 2025Q2: 1,561 shares; 2025Q3: 2,003 shares 2,003 $565K 0.08% +442 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,669 shares; 2025Q1: 6,235 shares; 2025Q2: 6,219 shares; 2025Q3: 5,634 shares 5,634 $552K 0.08% -585 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,471 shares; 2024Q4: 13,611 shares; 2025Q1: 12,156 shares; 2025Q2: 11,694 shares; 2025Q3: 11,517 shares 11,517 $539K 0.08% -177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 642 shares; 2025Q3: 873 shares 873 $532K 0.08% +231 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,480 shares; 2025Q2: 7,518 shares; 2025Q3: 10,491 shares 10,491 $531K 0.08% +2,973 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: 11,417 shares; 2025Q1: 10,988 shares; 2025Q2: 10,291 shares; 2025Q3: 10,254 shares 10,254 $519K 0.08% -37 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,036 shares; 2025Q2: 1,597 shares; 2025Q3: 2,081 shares 2,081 $498K 0.07% +484 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,969 shares; 2024Q4: 90,522 shares; 2025Q1: 100,590 shares; 2025Q2: 5,705 shares; 2025Q3: 4,868 shares 4,868 $484K 0.07% -837 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 873 shares; 2025Q3: 1,230 shares 1,230 $478K 0.07% +357 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: 758 shares; 2024Q4: 870 shares; 2025Q1: 891 shares; 2025Q2: 773 shares; 2025Q3: 773 shares 773 $473K 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,920 shares; 2025Q1: 2,010 shares; 2025Q2: 2,157 shares; 2025Q3: 2,150 shares 2,150 $453K 0.07% -7 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 1,122 shares; 2025Q1: 1,620 shares; 2025Q2: 1,359 shares; 2025Q3: 1,333 shares 1,333 $438K 0.07% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,364 shares; 2025Q3: 1,930 shares 1,930 $426K 0.06% +566 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,438 shares; 2025Q3: 2,075 shares 2,075 $426K 0.06% +637 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,611 shares; 2025Q3: 6,417 shares 6,417 $424K 0.06% +1,806 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,799 shares; 2025Q1: 2,046 shares; 2025Q2: 1,823 shares; 2025Q3: 1,648 shares 1,648 $419K 0.06% -175 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,903 shares; 2025Q1: 2,731 shares; 2025Q2: 2,806 shares; 2025Q3: 2,891 shares 2,891 $418K 0.06% +85 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: 1,651 shares; 2024Q4: 1,641 shares; 2025Q1: 2,096 shares; 2025Q2: 2,259 shares; 2025Q3: 2,232 shares 2,232 $416K 0.06% -27 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: 5,264 shares; 2024Q4: 5,019 shares; 2025Q1: 5,192 shares; 2025Q2: 5,717 shares; 2025Q3: 5,410 shares 5,410 $408K 0.06% -307 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: 1,593 shares; 2024Q4: 1,549 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,344 shares 1,344 $408K 0.06% -85 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: 879 shares; 2024Q4: 842 shares; 2025Q1: 834 shares; 2025Q2: 832 shares; 2025Q3: 832 shares 832 $405K 0.06% 0 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: 6,153 shares; 2024Q4: 6,008 shares; 2025Q1: 3,897 shares; 2025Q2: 3,897 shares; 2025Q3: 3,175 shares 3,175 $393K 0.06% -722 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 1,570 shares; 2025Q1: 1,658 shares; 2025Q2: 1,388 shares; 2025Q3: 1,330 shares 1,330 $391K 0.06% -58 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,473 shares; 2025Q1: 2,447 shares; 2025Q2: 1,958 shares; 2025Q3: 1,798 shares 1,798 $382K 0.06% -160 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,936 shares; 2025Q1: 2,479 shares; 2025Q2: 2,276 shares; 2025Q3: 2,071 shares 2,071 $380K 0.06% -205 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,288 shares; 2025Q2: 3,386 shares; 2025Q3: 3,334 shares 3,334 $377K 0.06% -52 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,311 shares; 2025Q1: 2,339 shares; 2025Q2: 2,242 shares; 2025Q3: 2,242 shares 2,242 $369K 0.06% 0 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: 75 shares; 2024Q4: 76 shares; 2025Q1: 77 shares; 2025Q2: 70 shares; 2025Q3: 67 shares 67 $362K 0.05% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,286 shares 1,286 $362K 0.05% new 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: 3,794 shares; 2024Q4: 3,852 shares; 2025Q1: 2,997 shares; 2025Q2: 3,015 shares; 2025Q3: 2,818 shares 2,818 $361K 0.05% -197 Timeline CRVL CORVEL CORP More: the full row for CORVEL 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: 4,640 shares 4,640 $359K 0.05% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 5,840 shares; 2025Q1: 4,293 shares; 2025Q2: 4,054 shares; 2025Q3: 3,109 shares 3,109 $356K 0.05% -945 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: not reported; 2024Q4: not reported; 2025Q1: 2,778 shares; 2025Q2: 3,005 shares; 2025Q3: 3,056 shares 3,056 $345K 0.05% +51 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: 2,034 shares; 2024Q4: 1,973 shares; 2025Q1: 1,779 shares; 2025Q2: 1,475 shares; 2025Q3: 1,400 shares 1,400 $344K 0.05% -75 Timeline JPMB 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: 7,368 shares; 2024Q4: 7,592 shares; 2025Q1: 7,760 shares; 2025Q2: 8,279 shares; 2025Q3: 8,520 shares 8,520 $344K 0.05% +241 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,043 shares; 2025Q2: 13,091 shares; 2025Q3: 12,748 shares 12,748 $336K 0.05% -343 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 667 shares; 2025Q1: 689 shares; 2025Q2: 677 shares; 2025Q3: 669 shares 669 $334K 0.05% -8 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: 4,644 shares; 2024Q4: 4,432 shares; 2025Q1: 5,156 shares; 2025Q2: 5,207 shares; 2025Q3: 4,760 shares 4,760 $326K 0.05% -447 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,035 shares; 2024Q4: 9,520 shares; 2025Q1: 4,762 shares; 2025Q2: 3,831 shares; 2025Q3: 3,584 shares 3,584 $309K 0.05% -247 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,024 shares; 2025Q1: 3,368 shares; 2025Q2: 3,636 shares; 2025Q3: 3,658 shares 3,658 $307K 0.05% +22 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,634 shares 1,634 $306K 0.05% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 474 shares; 2025Q1: 428 shares; 2025Q2: 488 shares; 2025Q3: 504 shares 504 $303K 0.05% +16 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: 552 shares; 2024Q4: 493 shares; 2025Q1: 507 shares; 2025Q2: not reported; 2025Q3: 877 shares 877 $303K 0.05% new 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: 4,192 shares; 2024Q4: 3,875 shares; 2025Q1: 3,467 shares; 2025Q2: 3,459 shares; 2025Q3: 2,233 shares 2,233 $299K 0.04% -1,226 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 4,889 shares; 2025Q1: 4,889 shares; 2025Q2: 4,889 shares; 2025Q3: 4,889 shares 4,889 $294K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 5,546 shares; 2025Q1: 5,839 shares; 2025Q2: 6,313 shares; 2025Q3: 5,829 shares 5,829 $294K 0.04% -484 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,813 shares; 2024Q4: 11,599 shares; 2025Q1: 12,528 shares; 2025Q2: 8,585 shares; 2025Q3: 8,716 shares 8,716 $293K 0.04% +131 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,091 shares; 2025Q3: 6,738 shares 6,738 $285K 0.04% -353 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,628 shares 7,628 $277K 0.04% new 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: 7,026 shares; 2024Q4: 5,845 shares; 2025Q1: 5,682 shares; 2025Q2: 5,273 shares; 2025Q3: 5,305 shares 5,305 $274K 0.04% +32 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,312 shares 3,312 $268K 0.04% new 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: 7,283 shares; 2024Q4: 6,962 shares; 2025Q1: 6,881 shares; 2025Q2: 6,664 shares; 2025Q3: 5,831 shares 5,831 $267K 0.04% -833 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV 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: 2,212 shares; 2025Q3: 3,163 shares 3,163 $263K 0.04% +951 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 4,451 shares; 2025Q1: 4,771 shares; 2025Q2: 4,657 shares; 2025Q3: 4,109 shares 4,109 $257K 0.04% -548 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: 3,245 shares; 2024Q4: 3,088 shares; 2025Q1: 2,790 shares; 2025Q2: 2,089 shares; 2025Q3: 1,646 shares 1,646 $231K 0.03% -443 Timeline SPMD 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: 4,224 shares; 2024Q4: 4,230 shares; 2025Q1: 4,201 shares; 2025Q2: 4,019 shares; 2025Q3: 4,025 shares 4,025 $230K 0.03% +6 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,217 shares 9,217 $230K 0.03% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,272 shares 2,272 $228K 0.03% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 1,621 shares; 2025Q1: not reported; 2025Q2: 1,305 shares; 2025Q3: 1,292 shares 1,292 $217K 0.03% -13 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,062 shares 1,062 $216K 0.03% -35 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 2,407 shares; 2025Q3: 2,285 shares 2,285 $216K 0.03% -122 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: 956 shares; 2024Q4: 941 shares; 2025Q1: 936 shares; 2025Q2: 960 shares; 2025Q3: 703 shares 703 $209K 0.03% -257 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,368 shares; 2025Q1: 1,229 shares; 2025Q2: 851 shares; 2025Q3: 593 shares 593 $209K 0.03% -258 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,335 shares; 2025Q3: 2,130 shares 2,130 $208K 0.03% -205 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,951 shares 2,951 $208K 0.03% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,694 shares; 2025Q1: 3,090 shares; 2025Q2: 2,840 shares; 2025Q3: 2,540 shares 2,540 $207K 0.03% -300 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 10,628 shares 10,628 $207K 0.03% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,759 shares; 2025Q1: 43,333 shares; 2025Q2: 18,233 shares; 2025Q3: 4,113 shares 4,113 $206K 0.03% -14,120 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: 959 shares; 2024Q4: 1,024 shares; 2025Q1: 1,121 shares; 2025Q2: 972 shares; 2025Q3: 786 shares 786 $205K 0.03% -186 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: not reported; 2024Q4: 4,312 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,043 shares 2,043 $205K 0.03% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST 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: 13,538 shares 13,538 $167K 0.03% new Timeline LAES SEALSQ CORP More: the full row for SEALSQ 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: 11,027 shares 11,027 $41.2K 0.01% new Timeline