IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040,160 shares; 2024Q4: 1,028,505 shares; 2025Q1: 1,027,464 shares; 2025Q2: 1,019,483 shares; 2025Q3: 998,419 shares 998,419 $121M 6.91% -21,064 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: 147,297 shares; 2024Q4: 121,467 shares; 2025Q1: 124,718 shares; 2025Q2: 122,837 shares; 2025Q3: 120,761 shares 120,761 $80.8M 4.63% -2,076 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: 291,858 shares; 2024Q4: 277,885 shares; 2025Q1: 274,341 shares; 2025Q2: 269,167 shares; 2025Q3: 259,728 shares 259,728 $66.1M 3.79% -9,439 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,011 shares; 2024Q4: 292,201 shares; 2025Q1: 297,613 shares; 2025Q2: 297,095 shares; 2025Q3: 295,100 shares 295,100 $60.9M 3.49% -1,995 Timeline 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: 338,742 shares; 2024Q4: 410,414 shares; 2025Q1: 463,097 shares; 2025Q2: 495,785 shares; 2025Q3: 501,035 shares 501,035 $52.4M 3% +5,250 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: 82,412 shares; 2024Q4: 80,679 shares; 2025Q1: 81,977 shares; 2025Q2: 81,502 shares; 2025Q3: 80,840 shares 80,840 $41.9M 2.4% -662 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: 387,260 shares; 2024Q4: 517,209 shares; 2025Q1: 610,727 shares; 2025Q2: 662,146 shares; 2025Q3: 690,706 shares 690,706 $38.2M 2.19% +28,560 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,639 shares; 2024Q4: 237,137 shares; 2025Q1: 237,682 shares; 2025Q2: 239,173 shares; 2025Q3: 241,011 shares 241,011 $31.3M 1.79% +1,838 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: 348,681 shares; 2024Q4: 360,087 shares; 2025Q1: 453,027 shares; 2025Q2: 464,797 shares; 2025Q3: 469,409 shares 469,409 $30.6M 1.76% +4,612 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,724 shares; 2024Q4: 285,487 shares; 2025Q1: 286,054 shares; 2025Q2: 288,299 shares; 2025Q3: 290,485 shares 290,485 $27.1M 1.55% +2,186 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,070 shares; 2024Q4: 263,408 shares; 2025Q1: 267,693 shares; 2025Q2: 278,009 shares; 2025Q3: 280,629 shares 280,629 $26.9M 1.54% +2,620 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: 142,311 shares; 2024Q4: 142,169 shares; 2025Q1: 141,009 shares; 2025Q2: 143,156 shares; 2025Q3: 143,831 shares 143,831 $26.8M 1.54% +675 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: 145,848 shares; 2024Q4: 146,287 shares; 2025Q1: 147,378 shares; 2025Q2: 149,080 shares; 2025Q3: 150,787 shares 150,787 $26.7M 1.53% +1,707 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: 91,606 shares; 2024Q4: 84,598 shares; 2025Q1: 84,645 shares; 2025Q2: 83,059 shares; 2025Q3: 80,946 shares 80,946 $25.5M 1.46% -2,113 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: 11,364 shares; 2024Q4: 109,002 shares; 2025Q1: 241,275 shares; 2025Q2: 271,050 shares; 2025Q3: 245,685 shares 245,685 $21.5M 1.23% -25,365 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: 90,293 shares; 2024Q4: 91,259 shares; 2025Q1: 94,190 shares; 2025Q2: 91,476 shares; 2025Q3: 87,892 shares 87,892 $21.4M 1.23% -3,584 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,939 shares; 2024Q4: 430,554 shares; 2025Q1: 425,708 shares; 2025Q2: 421,918 shares; 2025Q3: 417,948 shares 417,948 $20.6M 1.18% -3,970 Timeline VMBS 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: 336,457 shares; 2024Q4: 281,016 shares; 2025Q1: 349,085 shares; 2025Q2: 424,303 shares; 2025Q3: 426,599 shares 426,599 $20M 1.15% +2,296 Timeline VGK 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: 218,298 shares; 2024Q4: 220,626 shares; 2025Q1: 222,949 shares; 2025Q2: 229,670 shares; 2025Q3: 248,601 shares 248,601 $19.8M 1.14% +18,931 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: 104,779 shares; 2024Q4: 111,703 shares; 2025Q1: 149,670 shares; 2025Q2: 157,245 shares; 2025Q3: 162,320 shares 162,320 $19.3M 1.11% +5,075 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 54,683 shares; 2025Q1: 161,727 shares; 2025Q2: 187,383 shares; 2025Q3: 200,272 shares 200,272 $19.1M 1.09% +12,889 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,907 shares; 2024Q4: 148,922 shares; 2025Q1: 151,962 shares; 2025Q2: 110,929 shares; 2025Q3: 91,200 shares 91,200 $17.3M 0.99% -19,729 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: 65,122 shares; 2024Q4: 62,573 shares; 2025Q1: 67,675 shares; 2025Q2: 66,733 shares; 2025Q3: 61,002 shares 61,002 $17.2M 0.98% -5,731 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 35,636 shares; 2025Q1: 89,489 shares; 2025Q2: 139,058 shares; 2025Q3: 137,842 shares 137,842 $16.5M 0.94% -1,216 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: 44,631 shares; 2024Q4: 44,728 shares; 2025Q1: 45,338 shares; 2025Q2: 46,092 shares; 2025Q3: 46,915 shares 46,915 $15M 0.86% +823 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,431 shares; 2024Q4: 228,231 shares; 2025Q1: 231,862 shares; 2025Q2: 234,108 shares; 2025Q3: 233,489 shares 233,489 $14.5M 0.83% -619 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: 41,487 shares; 2024Q4: 39,014 shares; 2025Q1: 39,666 shares; 2025Q2: 39,686 shares; 2025Q3: 38,523 shares 38,523 $13.2M 0.75% -1,163 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: 149,282 shares; 2024Q4: 258,695 shares; 2025Q1: 252,159 shares; 2025Q2: 262,411 shares; 2025Q3: 274,015 shares 274,015 $12.7M 0.73% +11,604 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: 57,878 shares; 2024Q4: 50,084 shares; 2025Q1: 50,350 shares; 2025Q2: 50,467 shares; 2025Q3: 50,691 shares 50,691 $12.3M 0.7% +224 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: 11,864 shares; 2024Q4: 82,512 shares; 2025Q1: 184,998 shares; 2025Q2: 209,509 shares; 2025Q3: 212,913 shares 212,913 $12.2M 0.7% +3,404 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: 68,426 shares; 2024Q4: 65,357 shares; 2025Q1: 65,990 shares; 2025Q2: 66,130 shares; 2025Q3: 65,436 shares 65,436 $12.1M 0.7% -694 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,962 shares; 2024Q4: 138,309 shares; 2025Q1: 164,917 shares; 2025Q2: 174,646 shares; 2025Q3: 178,705 shares 178,705 $12.1M 0.69% +4,059 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: 56,116 shares; 2024Q4: 54,184 shares; 2025Q1: 54,302 shares; 2025Q2: 55,243 shares; 2025Q3: 53,793 shares 53,793 $11.8M 0.68% -1,450 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: 17,503 shares; 2024Q4: 17,279 shares; 2025Q1: 16,031 shares; 2025Q2: 16,109 shares; 2025Q3: 16,039 shares 16,039 $10.7M 0.61% -70 Timeline STIP 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: 98,542 shares; 2024Q4: 98,272 shares; 2025Q1: 97,846 shares; 2025Q2: 101,739 shares; 2025Q3: 102,083 shares 102,083 $10.6M 0.6% +344 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,372 shares; 2025Q2: 72,805 shares; 2025Q3: 81,859 shares 81,859 $10M 0.57% +9,054 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: 159,434 shares; 2024Q4: 147,915 shares; 2025Q1: 147,457 shares; 2025Q2: 147,790 shares; 2025Q3: 143,949 shares 143,949 $9.85M 0.56% -3,841 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: 138,372 shares; 2024Q4: 138,362 shares; 2025Q1: 141,406 shares; 2025Q2: 168,603 shares; 2025Q3: 186,980 shares 186,980 $9.65M 0.55% +18,377 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: 49,452 shares; 2024Q4: 38,675 shares; 2025Q1: 38,718 shares; 2025Q2: 33,386 shares; 2025Q3: 33,975 shares 33,975 $9.59M 0.55% +589 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: 59,777 shares; 2024Q4: 57,335 shares; 2025Q1: 57,431 shares; 2025Q2: 56,969 shares; 2025Q3: 56,742 shares 56,742 $9.49M 0.54% -227 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,942 shares; 2024Q4: 72,685 shares; 2025Q1: 78,801 shares; 2025Q2: 83,991 shares; 2025Q3: 83,215 shares 83,215 $9.48M 0.54% -776 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,666 shares; 2025Q1: 141,352 shares; 2025Q2: 168,900 shares; 2025Q3: 185,001 shares 185,001 $9.39M 0.54% +16,101 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: 208,329 shares; 2024Q4: 176,871 shares; 2025Q1: 188,177 shares; 2025Q2: 126,895 shares; 2025Q3: 124,508 shares 124,508 $9.26M 0.53% -2,387 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: 88,960 shares; 2024Q4: 81,740 shares; 2025Q1: 83,303 shares; 2025Q2: 81,064 shares; 2025Q3: 80,148 shares 80,148 $9.04M 0.52% -916 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: 53,566 shares; 2024Q4: 71,096 shares; 2025Q1: 72,631 shares; 2025Q2: 77,218 shares; 2025Q3: 81,131 shares 81,131 $8.72M 0.5% +3,913 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,132 shares; 2024Q4: 89,528 shares; 2025Q1: 91,350 shares; 2025Q2: 97,891 shares; 2025Q3: 98,860 shares 98,860 $8.37M 0.48% +969 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: 141,329 shares; 2024Q4: 142,343 shares; 2025Q1: 153,015 shares; 2025Q2: 152,819 shares; 2025Q3: 152,882 shares 152,882 $8.28M 0.47% +63 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: 64,989 shares; 2024Q4: 61,770 shares; 2025Q1: 62,072 shares; 2025Q2: 53,129 shares; 2025Q3: 52,798 shares 52,798 $8.2M 0.47% -331 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: 36,673 shares; 2024Q4: 36,802 shares; 2025Q1: 37,223 shares; 2025Q2: 37,752 shares; 2025Q3: 37,907 shares 37,907 $7.91M 0.45% +155 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: 7,760 shares; 2024Q4: 8,282 shares; 2025Q1: 8,462 shares; 2025Q2: 8,435 shares; 2025Q3: 8,420 shares 8,420 $7.79M 0.45% -15 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,637 shares; 2024Q4: 59,757 shares; 2025Q1: 93,368 shares; 2025Q2: 115,994 shares; 2025Q3: 89,270 shares 89,270 $7.79M 0.45% -26,724 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: 52,088 shares; 2024Q4: 49,074 shares; 2025Q1: 84,796 shares; 2025Q2: 128,260 shares; 2025Q3: 127,893 shares 127,893 $7.66M 0.44% -367 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: 17,750 shares; 2024Q4: 17,513 shares; 2025Q1: 16,285 shares; 2025Q2: 16,186 shares; 2025Q3: 15,916 shares 15,916 $7.56M 0.43% -270 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $7.54M 0.43% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,979 shares; 2024Q4: 158,334 shares; 2025Q1: 150,397 shares; 2025Q2: 152,302 shares; 2025Q3: 147,249 shares 147,249 $7.52M 0.43% -5,053 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 6,145 shares; 2025Q1: 53,941 shares; 2025Q2: 71,519 shares; 2025Q3: 78,024 shares 78,024 $7.42M 0.43% +6,505 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: 90,403 shares; 2024Q4: 77,607 shares; 2025Q1: 79,398 shares; 2025Q2: 70,791 shares; 2025Q3: 70,434 shares 70,434 $7.26M 0.42% -357 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,334 shares; 2025Q1: 81,301 shares; 2025Q2: 100,059 shares; 2025Q3: 71,651 shares 71,651 $7.22M 0.41% -28,408 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,970 shares; 2024Q4: 108,459 shares; 2025Q1: 106,832 shares; 2025Q2: 106,720 shares; 2025Q3: 104,780 shares 104,780 $7.11M 0.41% -1,940 Timeline SPSB 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: 209,448 shares; 2024Q4: 223,700 shares; 2025Q1: 212,754 shares; 2025Q2: 226,869 shares; 2025Q3: 232,588 shares 232,588 $7.05M 0.4% +5,719 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: 50,923 shares; 2024Q4: 50,080 shares; 2025Q1: 50,764 shares; 2025Q2: 50,612 shares; 2025Q3: 49,461 shares 49,461 $6.95M 0.4% -1,151 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,875 shares; 2024Q4: 478,788 shares; 2025Q1: 230,037 shares; 2025Q2: 277,388 shares; 2025Q3: 272,380 shares 272,380 $6.84M 0.39% -5,008 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,872 shares; 2024Q4: 78,380 shares; 2025Q1: 153,404 shares; 2025Q2: 156,817 shares; 2025Q3: 165,538 shares 165,538 $6.81M 0.39% +8,721 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: not reported; 2024Q4: 31,869 shares; 2025Q1: 102,235 shares; 2025Q2: 91,623 shares; 2025Q3: 119,666 shares 119,666 $6.8M 0.39% +28,043 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,463 shares; 2025Q1: 77,166 shares; 2025Q2: 82,864 shares; 2025Q3: 87,139 shares 87,139 $6.66M 0.38% +4,275 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: 15,381 shares; 2024Q4: 14,242 shares; 2025Q1: 13,693 shares; 2025Q2: 13,507 shares; 2025Q3: 13,331 shares 13,331 $6.66M 0.38% -176 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,062 shares; 2024Q4: 229,859 shares; 2025Q1: 223,803 shares; 2025Q2: 222,101 shares; 2025Q3: 214,583 shares 214,583 $6.62M 0.38% -7,518 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,421 shares; 2024Q4: 32,084 shares; 2025Q1: 33,704 shares; 2025Q2: 33,484 shares; 2025Q3: 32,891 shares 32,891 $6.5M 0.37% -593 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: 21,357 shares; 2024Q4: 18,913 shares; 2025Q1: 16,532 shares; 2025Q2: 13,231 shares; 2025Q3: 10,605 shares 10,605 $6.49M 0.37% -2,626 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: 18,480 shares; 2024Q4: 18,468 shares; 2025Q1: 19,985 shares; 2025Q2: 19,770 shares; 2025Q3: 19,455 shares 19,455 $6.46M 0.37% -315 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: 4,763 shares; 2024Q4: 10,055 shares; 2025Q1: 12,665 shares; 2025Q2: 12,680 shares; 2025Q3: 12,769 shares 12,769 $6.42M 0.37% +89 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: 13,832 shares; 2024Q4: 17,567 shares; 2025Q1: 21,220 shares; 2025Q2: 21,884 shares; 2025Q3: 25,999 shares 25,999 $6.32M 0.36% +4,115 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: 5,374 shares; 2024Q4: 33,569 shares; 2025Q1: 80,315 shares; 2025Q2: 92,472 shares; 2025Q3: 94,976 shares 94,976 $6.26M 0.36% +2,504 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,280 shares; 2024Q4: 59,061 shares; 2025Q1: 59,214 shares; 2025Q2: 59,859 shares; 2025Q3: 59,699 shares 59,699 $6.06M 0.35% -160 Timeline SPIB 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: 53,748 shares; 2025Q1: 174,679 shares; 2025Q2: 182,431 shares; 2025Q3: 175,882 shares 175,882 $5.96M 0.34% -6,549 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: 44,630 shares; 2024Q4: 36,834 shares; 2025Q1: 35,605 shares; 2025Q2: 35,397 shares; 2025Q3: 31,192 shares 31,192 $5.82M 0.33% -4,205 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: 38,313 shares; 2024Q4: 35,927 shares; 2025Q1: 38,863 shares; 2025Q2: 37,875 shares; 2025Q3: 37,168 shares 37,168 $5.71M 0.33% -707 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: 86,076 shares; 2024Q4: 103,150 shares; 2025Q1: 79,135 shares; 2025Q2: 82,139 shares; 2025Q3: 72,478 shares 72,478 $5.68M 0.33% -9,661 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: 25,493 shares; 2024Q4: 23,868 shares; 2025Q1: 23,435 shares; 2025Q2: 22,544 shares; 2025Q3: 22,542 shares 22,542 $5.67M 0.32% -2 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,522 shares; 2025Q1: 85,520 shares; 2025Q2: 99,055 shares; 2025Q3: 107,908 shares 107,908 $5.64M 0.32% +8,853 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,691 shares; 2024Q4: 51,945 shares; 2025Q1: 52,728 shares; 2025Q2: 53,420 shares; 2025Q3: 56,065 shares 56,065 $5.44M 0.31% +2,645 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,657 shares; 2024Q4: 195,932 shares; 2025Q1: 204,207 shares; 2025Q2: 215,866 shares; 2025Q3: 223,556 shares 223,556 $5.43M 0.31% +7,690 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,637 shares; 2024Q4: 52,582 shares; 2025Q1: 52,282 shares; 2025Q2: 52,222 shares; 2025Q3: 51,718 shares 51,718 $5.34M 0.31% -504 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: 45,663 shares; 2024Q4: 46,064 shares; 2025Q1: 45,481 shares; 2025Q2: 47,316 shares; 2025Q3: 46,417 shares 46,417 $5.31M 0.3% -899 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 9,644 shares; 2025Q1: 9,418 shares; 2025Q2: 8,690 shares; 2025Q3: 8,845 shares 8,845 $5.31M 0.3% +155 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,069 shares; 2024Q4: 173,346 shares; 2025Q1: 176,234 shares; 2025Q2: 118,314 shares; 2025Q3: 120,873 shares 120,873 $5.23M 0.3% +2,559 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: 13,701 shares; 2024Q4: 12,578 shares; 2025Q1: 13,291 shares; 2025Q2: 13,215 shares; 2025Q3: 12,850 shares 12,850 $5.21M 0.3% -365 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: 22,240 shares; 2024Q4: 34,487 shares; 2025Q1: 35,987 shares; 2025Q2: 35,987 shares; 2025Q3: 35,987 shares 35,987 $5.2M 0.3% 0 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,984 shares; 2024Q4: 112,918 shares; 2025Q1: 74,292 shares; 2025Q2: 73,507 shares; 2025Q3: 72,387 shares 72,387 $5.1M 0.29% -1,120 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: not reported; 2024Q4: 7,344 shares; 2025Q1: 8,619 shares; 2025Q2: 8,957 shares; 2025Q3: 8,799 shares 8,799 $5M 0.29% -158 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: 48,410 shares; 2024Q4: 53,667 shares; 2025Q1: 55,112 shares; 2025Q2: 45,102 shares; 2025Q3: 44,063 shares 44,063 $4.87M 0.28% -1,039 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,854 shares; 2024Q4: 33,854 shares; 2025Q1: 33,854 shares; 2025Q2: 33,660 shares; 2025Q3: 33,614 shares 33,614 $4.79M 0.27% -46 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: 70,216 shares; 2024Q4: 67,025 shares; 2025Q1: 66,566 shares; 2025Q2: 58,142 shares; 2025Q3: 55,894 shares 55,894 $4.69M 0.27% -2,248 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: 15,068 shares; 2024Q4: 17,696 shares; 2025Q1: 17,531 shares; 2025Q2: 17,626 shares; 2025Q3: 17,701 shares 17,701 $4.5M 0.26% +75 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,546 shares; 2024Q4: 44,399 shares; 2025Q1: 37,078 shares; 2025Q2: 32,814 shares; 2025Q3: 31,873 shares 31,873 $4.44M 0.25% -941 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,276 shares; 2024Q4: 58,086 shares; 2025Q1: 77,927 shares; 2025Q2: 87,226 shares; 2025Q3: 93,081 shares 93,081 $4.43M 0.25% +5,855 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,963 shares; 2024Q4: 44,109 shares; 2025Q1: 43,056 shares; 2025Q2: 41,835 shares; 2025Q3: 46,246 shares 46,246 $4.4M 0.25% +4,411 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: 34,245 shares; 2024Q4: 30,501 shares; 2025Q1: 30,454 shares; 2025Q2: 30,374 shares; 2025Q3: 32,395 shares 32,395 $4.34M 0.25% +2,021 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: 4,810 shares; 2024Q4: 6,716 shares; 2025Q1: 9,158 shares; 2025Q2: 9,271 shares; 2025Q3: 9,123 shares 9,123 $4.27M 0.24% -148 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,605 shares; 2024Q4: 45,108 shares; 2025Q1: 43,587 shares; 2025Q2: 42,746 shares; 2025Q3: 41,913 shares 41,913 $4M 0.23% -833 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: 24,796 shares; 2024Q4: 27,264 shares; 2025Q1: 28,403 shares; 2025Q2: 28,163 shares; 2025Q3: 28,035 shares 28,035 $3.97M 0.23% -128 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: 5,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,704 shares; 2025Q3: 48,931 shares 48,931 $3.92M 0.22% +38,227 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: 18,665 shares; 2024Q4: 17,390 shares; 2025Q1: 17,790 shares; 2025Q2: 17,880 shares; 2025Q3: 18,050 shares 18,050 $3.9M 0.22% +170 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: 73,084 shares; 2024Q4: 63,555 shares; 2025Q1: 54,143 shares; 2025Q2: 52,489 shares; 2025Q3: 48,233 shares 48,233 $3.86M 0.22% -4,256 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,451 shares; 2025Q1: 44,276 shares; 2025Q2: 52,918 shares; 2025Q3: 52,270 shares 52,270 $3.8M 0.22% -648 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: 17,537 shares; 2024Q4: 16,380 shares; 2025Q1: 15,860 shares; 2025Q2: 15,805 shares; 2025Q3: 13,293 shares 13,293 $3.75M 0.21% -2,512 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,239 shares; 2024Q4: 352,126 shares; 2025Q1: 352,584 shares; 2025Q2: 252,523 shares; 2025Q3: 133,008 shares 133,008 $3.62M 0.21% -119,515 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: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 4,859 shares; 2025Q2: 13,249 shares; 2025Q3: 12,807 shares 12,807 $3.61M 0.21% -442 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: 5,082 shares; 2024Q4: 4,820 shares; 2025Q1: 4,776 shares; 2025Q2: 4,770 shares; 2025Q3: 4,711 shares 4,711 $3.59M 0.21% -59 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: 14,793 shares; 2024Q4: 15,012 shares; 2025Q1: 15,142 shares; 2025Q2: 15,227 shares; 2025Q3: 15,227 shares 15,227 $3.53M 0.2% 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: 32,418 shares; 2024Q4: 32,280 shares; 2025Q1: 35,192 shares; 2025Q2: 35,651 shares; 2025Q3: 35,742 shares 35,742 $3.45M 0.2% +91 Timeline IFGL 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: 156,082 shares; 2024Q4: 122,464 shares; 2025Q1: 134,031 shares; 2025Q2: 135,411 shares; 2025Q3: 148,867 shares 148,867 $3.43M 0.2% +13,456 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: 11,932 shares; 2024Q4: 11,821 shares; 2025Q1: 11,265 shares; 2025Q2: 11,154 shares; 2025Q3: 11,197 shares 11,197 $3.4M 0.19% +43 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,985 shares; 2024Q4: 59,685 shares; 2025Q1: 58,500 shares; 2025Q2: 58,332 shares; 2025Q3: 57,077 shares 57,077 $3.38M 0.19% -1,255 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: 25,362 shares; 2024Q4: 25,755 shares; 2025Q1: 25,793 shares; 2025Q2: 25,788 shares; 2025Q3: 25,608 shares 25,608 $3.25M 0.19% -180 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: 5,102 shares; 2024Q4: 4,334 shares; 2025Q1: 4,262 shares; 2025Q2: 4,391 shares; 2025Q3: 6,801 shares 6,801 $3.25M 0.19% +2,410 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,877 shares; 2024Q4: 32,531 shares; 2025Q1: 34,193 shares; 2025Q2: 21,506 shares; 2025Q3: 20,285 shares 20,285 $3.13M 0.18% -1,221 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,729 shares; 2024Q4: 29,502 shares; 2025Q1: 31,609 shares; 2025Q2: 30,912 shares; 2025Q3: 30,671 shares 30,671 $3.13M 0.18% -241 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,595 shares; 2024Q4: 163,636 shares; 2025Q1: 121,413 shares; 2025Q2: 100,924 shares; 2025Q3: 98,133 shares 98,133 $3.1M 0.18% -2,791 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 16,107 shares; 2025Q1: 48,496 shares; 2025Q2: 69,735 shares; 2025Q3: 78,952 shares 78,952 $3.07M 0.18% +9,217 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: 10,723 shares; 2024Q4: 22,384 shares; 2025Q1: 30,527 shares; 2025Q2: 30,368 shares; 2025Q3: 31,373 shares 31,373 $3.06M 0.18% +1,005 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: 4,010 shares; 2024Q4: 4,022 shares; 2025Q1: 4,046 shares; 2025Q2: 3,946 shares; 2025Q3: 3,810 shares 3,810 $3.03M 0.17% -136 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,137 shares; 2024Q4: 48,487 shares; 2025Q1: 48,251 shares; 2025Q2: 47,557 shares; 2025Q3: 47,304 shares 47,304 $3M 0.17% -253 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,388 shares; 2024Q4: 30,020 shares; 2025Q1: 31,340 shares; 2025Q2: 30,689 shares; 2025Q3: 30,637 shares 30,637 $2.9M 0.17% -52 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: not reported; 2024Q4: 9,706 shares; 2025Q1: 23,083 shares; 2025Q2: 26,681 shares; 2025Q3: 29,128 shares 29,128 $2.9M 0.17% +2,447 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: 13,270 shares; 2024Q4: 12,995 shares; 2025Q1: 12,158 shares; 2025Q2: 12,265 shares; 2025Q3: 11,958 shares 11,958 $2.83M 0.16% -307 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: 4,652 shares; 2024Q4: 8,752 shares; 2025Q1: 14,010 shares; 2025Q2: 13,979 shares; 2025Q3: 13,824 shares 13,824 $2.81M 0.16% -155 Timeline AVDV 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: 11,526 shares; 2025Q1: 28,023 shares; 2025Q2: 30,285 shares; 2025Q3: 30,604 shares 30,604 $2.72M 0.16% +319 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,332 shares; 2024Q4: 26,230 shares; 2025Q1: 25,214 shares; 2025Q2: 25,674 shares; 2025Q3: 25,472 shares 25,472 $2.64M 0.15% -202 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: 18,932 shares; 2024Q4: 13,925 shares; 2025Q1: 15,705 shares; 2025Q2: 15,202 shares; 2025Q3: 15,275 shares 15,275 $2.64M 0.15% +73 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: not reported; 2024Q4: 12,546 shares; 2025Q1: 30,340 shares; 2025Q2: 32,148 shares; 2025Q3: 33,791 shares 33,791 $2.62M 0.15% +1,643 Timeline TAYD TAYLOR DEVICES INC More: the full row for TAYLOR DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 47,721 shares; 2025Q1: 48,221 shares; 2025Q2: 53,221 shares; 2025Q3: 53,221 shares 53,221 $2.61M 0.15% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,577 shares; 2024Q4: 14,864 shares; 2025Q1: 14,598 shares; 2025Q2: 14,436 shares; 2025Q3: 13,783 shares 13,783 $2.6M 0.15% -653 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 28,190 shares 28,190 $2.58M 0.15% +25,000 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: 31,393 shares; 2024Q4: 30,903 shares; 2025Q1: 30,893 shares; 2025Q2: 30,899 shares; 2025Q3: 31,243 shares 31,243 $2.56M 0.15% +344 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: 5,078 shares; 2024Q4: 4,279 shares; 2025Q1: 4,287 shares; 2025Q2: 4,258 shares; 2025Q3: 4,188 shares 4,188 $2.55M 0.15% -70 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: 152,863 shares; 2024Q4: 111,049 shares; 2025Q1: 58,778 shares; 2025Q2: 53,226 shares; 2025Q3: 48,118 shares 48,118 $2.55M 0.15% -5,108 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,105 shares; 2024Q4: 91,509 shares; 2025Q1: 91,212 shares; 2025Q2: 89,676 shares; 2025Q3: 89,466 shares 89,466 $2.53M 0.15% -210 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: 44,149 shares; 2024Q4: 44,152 shares; 2025Q1: 44,075 shares; 2025Q2: 42,428 shares; 2025Q3: 40,079 shares 40,079 $2.5M 0.14% -2,349 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: 106,764 shares; 2024Q4: 83,868 shares; 2025Q1: 92,337 shares; 2025Q2: 83,011 shares; 2025Q3: 74,097 shares 74,097 $2.49M 0.14% -8,914 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 2,585 shares; 2025Q1: 2,825 shares; 2025Q2: 2,766 shares; 2025Q3: 3,160 shares 3,160 $2.47M 0.14% +394 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,356 shares; 2024Q4: 9,882 shares; 2025Q1: 10,131 shares; 2025Q2: 10,021 shares; 2025Q3: 11,164 shares 11,164 $2.46M 0.14% +1,143 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: 85,789 shares; 2024Q4: 85,815 shares; 2025Q1: 84,362 shares; 2025Q2: 77,283 shares; 2025Q3: 77,756 shares 77,756 $2.44M 0.14% +473 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: 20,389 shares; 2024Q4: 19,840 shares; 2025Q1: 18,928 shares; 2025Q2: 18,947 shares; 2025Q3: 29,074 shares 29,074 $2.44M 0.14% +10,127 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,552 shares; 2025Q1: 4,603 shares; 2025Q2: 4,013 shares; 2025Q3: 4,010 shares 4,010 $2.39M 0.14% -3 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,827 shares; 2024Q4: 6,080 shares; 2025Q1: 9,874 shares; 2025Q2: 9,318 shares; 2025Q3: 7,338 shares 7,338 $2.33M 0.13% -1,980 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,622 shares; 2024Q4: 14,663 shares; 2025Q1: 14,443 shares; 2025Q2: 14,443 shares; 2025Q3: 14,372 shares 14,372 $2.28M 0.13% -71 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: 7,182 shares; 2024Q4: 6,953 shares; 2025Q1: 7,329 shares; 2025Q2: 7,981 shares; 2025Q3: 7,554 shares 7,554 $2.27M 0.13% -427 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: 8,635 shares; 2024Q4: 8,047 shares; 2025Q1: 6,577 shares; 2025Q2: 5,684 shares; 2025Q3: 6,676 shares 6,676 $2.19M 0.13% +992 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,576 shares; 2024Q4: 6,471 shares; 2025Q1: 6,432 shares; 2025Q2: 6,381 shares; 2025Q3: 6,374 shares 6,374 $2.17M 0.12% -7 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,441 shares; 2024Q4: 7,396 shares; 2025Q1: 7,423 shares; 2025Q2: 7,321 shares; 2025Q3: 7,325 shares 7,325 $2.15M 0.12% +4 Timeline FLCA 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: 20,865 shares; 2025Q1: 51,866 shares; 2025Q2: 53,141 shares; 2025Q3: 46,975 shares 46,975 $2.13M 0.12% -6,166 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: 15,597 shares; 2024Q4: 15,404 shares; 2025Q1: 15,301 shares; 2025Q2: 17,099 shares; 2025Q3: 17,128 shares 17,128 $2.12M 0.12% +29 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,487 shares; 2024Q4: 9,143 shares; 2025Q1: 9,184 shares; 2025Q2: 9,053 shares; 2025Q3: 9,013 shares 9,013 $2.12M 0.12% -40 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: 6,728 shares; 2024Q4: 7,158 shares; 2025Q1: 5,496 shares; 2025Q2: 6,486 shares; 2025Q3: 6,398 shares 6,398 $2.11M 0.12% -88 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: 16,415 shares; 2024Q4: 16,444 shares; 2025Q1: 16,596 shares; 2025Q2: 15,913 shares; 2025Q3: 15,853 shares 15,853 $2.08M 0.12% -60 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,641 shares; 2024Q4: 13,291 shares; 2025Q1: 13,291 shares; 2025Q2: 12,173 shares; 2025Q3: 12,108 shares 12,108 $2.06M 0.12% -65 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: 15,224 shares; 2024Q4: 13,960 shares; 2025Q1: 13,841 shares; 2025Q2: 13,541 shares; 2025Q3: 13,041 shares 13,041 $2.02M 0.12% -500 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 6,123 shares; 2025Q1: 6,467 shares; 2025Q2: 6,562 shares; 2025Q3: 6,878 shares 6,878 $2.02M 0.12% +316 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 7,329 shares; 2025Q1: 10,860 shares; 2025Q2: 9,851 shares; 2025Q3: 9,873 shares 9,873 $1.99M 0.11% +22 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: 22,566 shares; 2024Q4: 22,566 shares; 2025Q1: 22,717 shares; 2025Q2: 22,625 shares; 2025Q3: 22,729 shares 22,729 $1.9M 0.11% +104 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: 27,660 shares; 2024Q4: 20,809 shares; 2025Q1: 20,874 shares; 2025Q2: 22,253 shares; 2025Q3: 25,091 shares 25,091 $1.89M 0.11% +2,838 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: 10,530 shares; 2024Q4: 10,540 shares; 2025Q1: 10,490 shares; 2025Q2: 11,024 shares; 2025Q3: 10,294 shares 10,294 $1.88M 0.11% -730 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: 10,474 shares; 2024Q4: 8,117 shares; 2025Q1: 8,861 shares; 2025Q2: 8,825 shares; 2025Q3: 8,827 shares 8,827 $1.88M 0.11% +2 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: not reported; 2024Q4: 16,506 shares; 2025Q1: 18,506 shares; 2025Q2: 37,012 shares; 2025Q3: 38,152 shares 38,152 $1.87M 0.11% +1,140 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: 31,346 shares; 2024Q4: 27,172 shares; 2025Q1: 30,845 shares; 2025Q2: 30,474 shares; 2025Q3: 30,417 shares 30,417 $1.86M 0.11% -57 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 16,860 shares; 2025Q1: 16,792 shares; 2025Q2: 16,569 shares; 2025Q3: 16,519 shares 16,519 $1.86M 0.11% -50 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,616 shares; 2024Q4: 17,933 shares; 2025Q1: 17,620 shares; 2025Q2: 17,350 shares; 2025Q3: 27,536 shares 27,536 $1.86M 0.11% +10,186 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,952 shares; 2024Q4: 10,811 shares; 2025Q1: 10,870 shares; 2025Q2: 10,751 shares; 2025Q3: 11,353 shares 11,353 $1.84M 0.11% +602 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,431 shares; 2024Q4: 15,193 shares; 2025Q1: 15,362 shares; 2025Q2: 14,921 shares; 2025Q3: 14,772 shares 14,772 $1.84M 0.11% -149 Timeline MLPX 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: 29,011 shares; 2025Q3: 28,882 shares 28,882 $1.81M 0.1% -129 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,247 shares; 2024Q4: 26,354 shares; 2025Q1: 25,728 shares; 2025Q2: 24,694 shares; 2025Q3: 22,679 shares 22,679 $1.78M 0.1% -2,015 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 26,256 shares; 2025Q1: 26,256 shares; 2025Q2: 26,652 shares; 2025Q3: 26,764 shares 26,764 $1.77M 0.1% +112 Timeline IEUS 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: 43,386 shares; 2024Q4: 32,202 shares; 2025Q1: 25,388 shares; 2025Q2: 25,484 shares; 2025Q3: 25,634 shares 25,634 $1.73M 0.1% +150 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: 8,405 shares; 2024Q4: 20,914 shares; 2025Q1: 7,285 shares; 2025Q2: 5,400 shares; 2025Q3: 7,421 shares 7,421 $1.72M 0.1% +2,021 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: 64,512 shares; 2024Q4: 64,950 shares; 2025Q1: 63,740 shares; 2025Q2: 61,204 shares; 2025Q3: 60,199 shares 60,199 $1.7M 0.1% -1,005 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,046 shares; 2024Q4: 38,439 shares; 2025Q1: 39,909 shares; 2025Q2: 38,346 shares; 2025Q3: 37,248 shares 37,248 $1.68M 0.1% -1,098 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: 20,378 shares; 2024Q4: 20,481 shares; 2025Q1: 19,828 shares; 2025Q2: 18,727 shares; 2025Q3: 17,720 shares 17,720 $1.68M 0.1% -1,007 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: 1,846 shares; 2024Q4: 1,851 shares; 2025Q1: 1,856 shares; 2025Q2: 2,232 shares; 2025Q3: 2,229 shares 2,229 $1.64M 0.09% -3 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: 31,517 shares; 2024Q4: 34,928 shares; 2025Q1: 37,908 shares; 2025Q2: 37,634 shares; 2025Q3: 37,536 shares 37,536 $1.61M 0.09% -98 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: 10,348 shares; 2024Q4: 10,348 shares; 2025Q1: 10,348 shares; 2025Q2: 11,902 shares; 2025Q3: 11,425 shares 11,425 $1.6M 0.09% -477 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,438 shares; 2025Q1: 154,266 shares; 2025Q2: 154,266 shares; 2025Q3: 136,266 shares 136,266 $1.59M 0.09% -18,000 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 6,640 shares; 2025Q1: 6,621 shares; 2025Q2: 5,579 shares; 2025Q3: 14,431 shares 14,431 $1.57M 0.09% +8,852 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: 8,098 shares; 2024Q4: 8,105 shares; 2025Q1: 8,105 shares; 2025Q2: 8,098 shares; 2025Q3: 8,118 shares 8,118 $1.56M 0.09% +20 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,431 shares; 2025Q1: 1,374 shares; 2025Q2: 1,648 shares; 2025Q3: 1,624 shares 1,624 $1.55M 0.09% -24 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 8,784 shares; 2025Q1: 8,526 shares; 2025Q2: 9,368 shares; 2025Q3: 10,893 shares 10,893 $1.54M 0.09% +1,525 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 4,553 shares; 2025Q1: 4,511 shares; 2025Q2: 4,452 shares; 2025Q3: 4,387 shares 4,387 $1.53M 0.09% -65 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: 8,418 shares; 2024Q4: 6,850 shares; 2025Q1: 7,922 shares; 2025Q2: 7,098 shares; 2025Q3: 7,127 shares 7,127 $1.5M 0.09% +29 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,090 shares; 2025Q1: 2,995 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares 2,995 $1.47M 0.08% 0 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: 4,161 shares; 2024Q4: 4,193 shares; 2025Q1: 4,320 shares; 2025Q2: 4,272 shares; 2025Q3: 4,236 shares 4,236 $1.46M 0.08% -36 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 12,289 shares; 2025Q1: 21,174 shares; 2025Q2: 21,663 shares; 2025Q3: 22,057 shares 22,057 $1.46M 0.08% +394 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: 24,917 shares; 2024Q4: 21,835 shares; 2025Q1: 18,374 shares; 2025Q2: 18,290 shares; 2025Q3: 18,502 shares 18,502 $1.39M 0.08% +212 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,779 shares; 2024Q4: 32,867 shares; 2025Q1: 32,926 shares; 2025Q2: 33,481 shares; 2025Q3: 33,221 shares 33,221 $1.38M 0.08% -260 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: 3,921 shares; 2024Q4: 3,054 shares; 2025Q1: 3,740 shares; 2025Q2: 3,703 shares; 2025Q3: 3,664 shares 3,664 $1.35M 0.08% -39 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: 22,526 shares; 2024Q4: 22,065 shares; 2025Q1: 21,829 shares; 2025Q2: 21,133 shares; 2025Q3: 20,346 shares 20,346 $1.35M 0.08% -787 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 8,885 shares; 2025Q1: 8,935 shares; 2025Q2: 8,535 shares; 2025Q3: 7,985 shares 7,985 $1.34M 0.08% -550 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: 33,302 shares; 2024Q4: 30,311 shares; 2025Q1: 30,499 shares; 2025Q2: 29,290 shares; 2025Q3: 29,789 shares 29,789 $1.31M 0.08% +499 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,201 shares; 2024Q4: 19,008 shares; 2025Q1: 18,224 shares; 2025Q2: 16,563 shares; 2025Q3: 15,666 shares 15,666 $1.31M 0.07% -897 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,510 shares; 2024Q4: 70,485 shares; 2025Q1: 70,485 shares; 2025Q2: 70,485 shares; 2025Q3: 70,485 shares 70,485 $1.26M 0.07% 0 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: 16,017 shares; 2024Q4: not reported; 2025Q1: 13,576 shares; 2025Q2: 12,880 shares; 2025Q3: 6,823 shares 6,823 $1.25M 0.07% -6,057 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,692 shares; 2024Q4: 12,912 shares; 2025Q1: 12,912 shares; 2025Q2: 11,077 shares; 2025Q3: 11,057 shares 11,057 $1.23M 0.07% -20 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: 1,871 shares; 2024Q4: 1,817 shares; 2025Q1: 2,094 shares; 2025Q2: 1,983 shares; 2025Q3: 1,881 shares 1,881 $1.16M 0.07% -102 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 9,571 shares; 2025Q1: 9,800 shares; 2025Q2: 8,702 shares; 2025Q3: 8,064 shares 8,064 $1.14M 0.07% -638 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,243 shares; 2025Q1: 6,018 shares; 2025Q2: 6,018 shares; 2025Q3: 4,000 shares 4,000 $1.12M 0.06% -2,018 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,440 shares; 2024Q4: 15,330 shares; 2025Q1: 15,257 shares; 2025Q2: 14,113 shares; 2025Q3: 13,797 shares 13,797 $1.1M 0.06% -316 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: 59,618 shares; 2024Q4: 51,367 shares; 2025Q1: 53,033 shares; 2025Q2: 43,245 shares; 2025Q3: 42,899 shares 42,899 $1.09M 0.06% -346 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,900 shares; 2024Q4: 48,555 shares; 2025Q1: 48,255 shares; 2025Q2: 45,640 shares; 2025Q3: 44,955 shares 44,955 $1.09M 0.06% -685 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: 4,177 shares; 2024Q4: 3,309 shares; 2025Q1: 3,309 shares; 2025Q2: 3,921 shares; 2025Q3: 4,617 shares 4,617 $1.09M 0.06% +696 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 17,142 shares; 2025Q1: 21,573 shares; 2025Q2: 22,263 shares; 2025Q3: 23,312 shares 23,312 $1.08M 0.06% +1,049 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,400 shares; 2025Q1: 5,430 shares; 2025Q2: 5,459 shares; 2025Q3: 5,459 shares 5,459 $1.07M 0.06% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 4,638 shares; 2025Q1: 5,128 shares; 2025Q2: 5,096 shares; 2025Q3: 5,069 shares 5,069 $1.05M 0.06% -27 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,176 shares; 2024Q4: 5,204 shares; 2025Q1: 5,107 shares; 2025Q2: 5,109 shares; 2025Q3: 5,061 shares 5,061 $1.04M 0.06% -48 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 13,399 shares; 2025Q1: 13,274 shares; 2025Q2: 11,664 shares; 2025Q3: 10,693 shares 10,693 $1.02M 0.06% -971 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 69,000 shares; 2025Q1: 69,000 shares; 2025Q2: 69,000 shares; 2025Q3: 69,000 shares 69,000 $1M 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 4,954 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 7,095 shares 7,095 $997K 0.06% +6,080 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: 4,780 shares; 2025Q1: 4,780 shares; 2025Q2: 4,798 shares; 2025Q3: 6,840 shares 6,840 $983K 0.06% +2,042 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,332 shares; 2025Q1: 5,189 shares; 2025Q2: 5,355 shares; 2025Q3: 5,251 shares 5,251 $983K 0.06% -104 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: 14,768 shares; 2024Q4: 15,317 shares; 2025Q1: 14,718 shares; 2025Q2: 14,718 shares; 2025Q3: 14,545 shares 14,545 $961K 0.06% -173 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,011 shares 3,011 $958K 0.05% +11 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: 11,989 shares; 2025Q2: 11,757 shares; 2025Q3: 11,660 shares 11,660 $945K 0.05% -97 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,944 shares; 2025Q3: 4,944 shares 4,944 $942K 0.05% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,048 shares; 2024Q4: 13,121 shares; 2025Q1: 13,005 shares; 2025Q2: 12,821 shares; 2025Q3: 13,036 shares 13,036 $938K 0.05% +215 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,449 shares; 2024Q4: 9,924 shares; 2025Q1: 9,535 shares; 2025Q2: 9,680 shares; 2025Q3: 10,169 shares 10,169 $932K 0.05% +489 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,701 shares; 2025Q2: 3,664 shares; 2025Q3: 3,330 shares 3,330 $930K 0.05% -334 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,365 shares; 2024Q4: 30,789 shares; 2025Q1: 33,164 shares; 2025Q2: 32,610 shares; 2025Q3: 32,808 shares 32,808 $927K 0.05% +198 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $914K 0.05% 0 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: not reported; 2024Q4: 3,526 shares; 2025Q1: 8,524 shares; 2025Q2: 9,093 shares; 2025Q3: 9,731 shares 9,731 $905K 0.05% +638 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,084 shares; 2025Q1: 3,022 shares; 2025Q2: 2,471 shares; 2025Q3: 2,444 shares 2,444 $893K 0.05% -27 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3,483 shares; 2025Q1: 3,783 shares; 2025Q2: 3,783 shares; 2025Q3: 3,761 shares 3,761 $887K 0.05% -22 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: not reported; 2024Q4: not reported; 2025Q1: 8,629 shares; 2025Q2: 8,210 shares; 2025Q3: 8,539 shares 8,539 $837K 0.05% +329 Timeline LFMD LIFEMD INC More: the full row for LIFEMD 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: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares 120,000 $815K 0.05% 0 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: 1,545 shares; 2024Q4: 1,785 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,700 shares 3,700 $798K 0.05% +50 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,317 shares; 2024Q4: 9,292 shares; 2025Q1: 10,366 shares; 2025Q2: 12,501 shares; 2025Q3: 10,377 shares 10,377 $796K 0.05% -2,124 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: 4,125 shares; 2024Q4: 3,946 shares; 2025Q1: 4,559 shares; 2025Q2: 4,585 shares; 2025Q3: 4,586 shares 4,586 $784K 0.04% +1 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,260 shares; 2024Q4: 24,367 shares; 2025Q1: 23,033 shares; 2025Q2: 22,692 shares; 2025Q3: 23,980 shares 23,980 $782K 0.04% +1,288 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: 1,500 shares; 2024Q4: 1,598 shares; 2025Q1: 1,798 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares 1,795 $757K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 2,106 shares; 2025Q1: 3,733 shares; 2025Q2: 4,086 shares; 2025Q3: 3,719 shares 3,719 $737K 0.04% -367 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: not reported; 2024Q4: not reported; 2025Q1: 14,665 shares; 2025Q2: 9,725 shares; 2025Q3: 9,247 shares 9,247 $730K 0.04% -478 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: not reported; 2025Q1: 1,270 shares; 2025Q2: 2,311 shares; 2025Q3: 2,331 shares 2,331 $712K 0.04% +20 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,776 shares; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares 1,858 $695K 0.04% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,696 shares; 2024Q4: 11,696 shares; 2025Q1: 11,616 shares; 2025Q2: 11,616 shares; 2025Q3: 11,616 shares 11,616 $693K 0.04% 0 SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,575 shares; 2024Q4: 17,475 shares; 2025Q1: 17,025 shares; 2025Q2: 16,525 shares; 2025Q3: 16,525 shares 16,525 $691K 0.04% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,472 shares; 2025Q1: 2,547 shares; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares 2,497 $684K 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 875 shares; 2025Q3: 875 shares 875 $676K 0.04% 0 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: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $659K 0.04% 0 Timeline EZU 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: 7,738 shares; 2025Q1: 16,328 shares; 2025Q2: 16,204 shares; 2025Q3: 10,631 shares 10,631 $658K 0.04% -5,573 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,024 shares; 2024Q4: 12,050 shares; 2025Q1: 11,772 shares; 2025Q2: 12,097 shares; 2025Q3: 12,097 shares 12,097 $652K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,491 shares; 2024Q4: 8,491 shares; 2025Q1: 8,163 shares; 2025Q2: 8,163 shares; 2025Q3: 8,050 shares 8,050 $644K 0.04% -113 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,387 shares; 2024Q4: 18,634 shares; 2025Q1: 8,674 shares; 2025Q2: 8,186 shares; 2025Q3: 8,210 shares 8,210 $643K 0.04% +24 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: not reported; 2024Q4: 7,724 shares; 2025Q1: 10,647 shares; 2025Q2: 10,830 shares; 2025Q3: 11,247 shares 11,247 $643K 0.04% +417 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,914 shares; 2025Q1: 4,039 shares; 2025Q2: 4,039 shares; 2025Q3: 3,963 shares 3,963 $643K 0.04% -76 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: 4,256 shares; 2024Q4: 4,242 shares; 2025Q1: 3,738 shares; 2025Q2: 3,338 shares; 2025Q3: 2,970 shares 2,970 $638K 0.04% -368 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 8,935 shares; 2025Q1: 8,816 shares; 2025Q2: 8,821 shares; 2025Q3: 6,880 shares 6,880 $635K 0.04% -1,941 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: 500 shares; 2024Q4: 499 shares; 2025Q1: 579 shares; 2025Q2: 1,665 shares; 2025Q3: 1,744 shares 1,744 $615K 0.04% +79 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 15,035 shares; 2025Q1: 13,064 shares; 2025Q2: 13,199 shares; 2025Q3: 11,339 shares 11,339 $613K 0.04% -1,860 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: 509 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares 511 $613K 0.04% 0 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: 1,714 shares; 2024Q4: 1,263 shares; 2025Q1: 1,238 shares; 2025Q2: 1,218 shares; 2025Q3: 1,228 shares 1,228 $612K 0.04% +10 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,462 shares; 2024Q4: 21,787 shares; 2025Q1: 23,802 shares; 2025Q2: 23,702 shares; 2025Q3: 23,713 shares 23,713 $606K 0.03% +11 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,201 shares; 2025Q1: 37,201 shares; 2025Q2: 37,201 shares; 2025Q3: 37,201 shares 37,201 $605K 0.03% 0 Timeline RWO 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: 16,123 shares; 2024Q4: 16,123 shares; 2025Q1: 14,502 shares; 2025Q2: 13,125 shares; 2025Q3: 13,125 shares 13,125 $601K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,874 shares; 2024Q4: 55,971 shares; 2025Q1: 30,552 shares; 2025Q2: 7,272 shares; 2025Q3: 6,708 shares 6,708 $599K 0.03% -564 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 8,492 shares; 2025Q1: 8,492 shares; 2025Q2: 8,492 shares; 2025Q3: 8,417 shares 8,417 $597K 0.03% -75 Timeline VRP 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: 31,820 shares; 2024Q4: 36,209 shares; 2025Q1: 25,811 shares; 2025Q2: 25,954 shares; 2025Q3: 23,853 shares 23,853 $589K 0.03% -2,101 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 15,603 shares; 2025Q1: 14,892 shares; 2025Q2: 13,012 shares; 2025Q3: 12,462 shares 12,462 $588K 0.03% -550 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,293 shares; 2024Q4: 9,326 shares; 2025Q1: 9,243 shares; 2025Q2: 8,948 shares; 2025Q3: 8,616 shares 8,616 $583K 0.03% -332 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: 6,240 shares; 2025Q3: 5,982 shares 5,982 $577K 0.03% -258 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: 4,469 shares; 2025Q1: 3,969 shares; 2025Q2: 6,376 shares; 2025Q3: 5,674 shares 5,674 $569K 0.03% -702 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,770 shares; 2024Q4: 16,844 shares; 2025Q1: 16,544 shares; 2025Q2: 16,372 shares; 2025Q3: 16,398 shares 16,398 $565K 0.03% +26 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: 1,323 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,483 shares; 2025Q3: 1,576 shares 1,576 $560K 0.03% +93 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,590 shares; 2025Q3: 5,607 shares 5,607 $552K 0.03% +17 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,265 shares; 2025Q1: 7,010 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $550K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares 503 $543K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,467 shares; 2025Q2: 3,467 shares; 2025Q3: 3,343 shares 3,343 $508K 0.03% -124 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,015 shares; 2024Q4: 24,015 shares; 2025Q1: 23,076 shares; 2025Q2: 19,535 shares; 2025Q3: 19,545 shares 19,545 $500K 0.03% +10 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: 3,326 shares; 2024Q4: 3,363 shares; 2025Q1: 3,664 shares; 2025Q2: 2,805 shares; 2025Q3: 2,794 shares 2,794 $488K 0.03% -11 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,713 shares; 2024Q4: 6,713 shares; 2025Q1: 6,713 shares; 2025Q2: 6,738 shares; 2025Q3: 6,810 shares 6,810 $487K 0.03% +72 Timeline CEFA 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: 12,968 shares; 2025Q2: 13,397 shares; 2025Q3: 13,397 shares 13,397 $482K 0.03% 0 Timeline IGE 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: 10,574 shares; 2024Q4: 10,573 shares; 2025Q1: 10,573 shares; 2025Q2: 9,705 shares; 2025Q3: 9,705 shares 9,705 $476K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,929 shares; 2025Q1: 2,904 shares; 2025Q2: 2,846 shares; 2025Q3: 2,846 shares 2,846 $473K 0.03% 0 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: 147,009 shares; 2024Q4: 90,978 shares; 2025Q1: 11,676 shares; 2025Q2: 9,377 shares; 2025Q3: 7,855 shares 7,855 $462K 0.03% -1,522 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 1,185 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares 1,553 $462K 0.03% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 2,686 shares; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 5,572 shares 5,572 $460K 0.03% -21 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,021 shares; 2024Q4: 8,197 shares; 2025Q1: 7,932 shares; 2025Q2: 7,682 shares; 2025Q3: 7,632 shares 7,632 $456K 0.03% -50 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares 14,100 $450K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 9,587 shares; 2025Q1: 9,587 shares; 2025Q2: 9,587 shares; 2025Q3: 9,288 shares 9,288 $449K 0.03% -299 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: 1,175 shares; 2024Q4: not reported; 2025Q1: 2,033 shares; 2025Q2: 2,047 shares; 2025Q3: 2,032 shares 2,032 $449K 0.03% -15 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: 1,685 shares; 2024Q4: 1,703 shares; 2025Q1: 1,741 shares; 2025Q2: 1,731 shares; 2025Q3: 1,815 shares 1,815 $448K 0.03% +84 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,381 shares; 2025Q1: 3,381 shares; 2025Q2: 3,381 shares; 2025Q3: 3,277 shares 3,277 $446K 0.03% -104 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: 663 shares; 2024Q4: 645 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 593 shares 593 $443K 0.03% -60 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,198 shares; 2025Q1: 5,258 shares; 2025Q2: 5,257 shares; 2025Q3: 5,297 shares 5,297 $442K 0.03% +40 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,501 shares; 2024Q4: 17,501 shares; 2025Q1: 17,821 shares; 2025Q2: 17,788 shares; 2025Q3: 17,744 shares 17,744 $440K 0.03% -44 Timeline XLB 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: 10,351 shares; 2024Q4: 9,079 shares; 2025Q1: 5,124 shares; 2025Q2: 5,101 shares; 2025Q3: 4,895 shares 4,895 $439K 0.03% -206 Timeline APUE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,666 shares; 2025Q3: 10,666 shares 10,666 $435K 0.02% 0 Timeline PLBC PLUMAS BANCORP More: the full row for PLUMAS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $431K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,601 shares; 2025Q1: 1,601 shares; 2025Q2: 1,560 shares; 2025Q3: 1,555 shares 1,555 $424K 0.02% -5 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 12,299 shares; 2025Q1: 12,299 shares; 2025Q2: 12,299 shares; 2025Q3: 11,907 shares 11,907 $423K 0.02% -392 Timeline PZA 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: 17,835 shares; 2024Q4: 21,004 shares; 2025Q1: 21,013 shares; 2025Q2: 21,195 shares; 2025Q3: 18,026 shares 18,026 $416K 0.02% -3,169 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,818 shares; 2024Q4: 53,636 shares; 2025Q1: 39,506 shares; 2025Q2: 39,154 shares; 2025Q3: 36,883 shares 36,883 $415K 0.02% -2,271 Timeline BVFL BV FINL INC More: the full row for BV FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $403K 0.02% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 10,854 shares; 2025Q1: 10,627 shares; 2025Q2: 10,627 shares; 2025Q3: 7,827 shares 7,827 $401K 0.02% -2,800 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 5,846 shares; 2025Q1: 5,762 shares; 2025Q2: 5,465 shares; 2025Q3: 5,062 shares 5,062 $394K 0.02% -403 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares 2,258 $393K 0.02% 0 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: 698 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 1,044 shares; 2025Q3: 854 shares 854 $390K 0.02% -190 Timeline AMLP 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: 8,579 shares; 2024Q4: 8,533 shares; 2025Q1: 8,345 shares; 2025Q2: 8,347 shares; 2025Q3: 8,270 shares 8,270 $388K 0.02% -77 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: 1,444 shares; 2024Q4: 1,444 shares; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares; 2025Q3: 1,364 shares 1,364 $385K 0.02% +20 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,465 shares; 2025Q1: 2,727 shares; 2025Q2: 2,728 shares; 2025Q3: 2,716 shares 2,716 $374K 0.02% -12 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,281 shares; 2025Q3: 6,198 shares 6,198 $372K 0.02% -83 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,416 shares; 2024Q4: 6,416 shares; 2025Q1: 6,416 shares; 2025Q2: 6,416 shares; 2025Q3: 6,416 shares 6,416 $372K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 6,152 shares; 2025Q1: 6,599 shares; 2025Q2: 6,879 shares; 2025Q3: 6,879 shares 6,879 $367K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 2,637 shares; 2025Q1: 2,617 shares; 2025Q2: 2,617 shares; 2025Q3: 2,517 shares 2,517 $363K 0.02% -100 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,170 shares; 2025Q2: 1,489 shares; 2025Q3: 1,170 shares 1,170 $351K 0.02% -319 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 4,491 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares; 2025Q3: 3,959 shares 3,959 $347K 0.02% -532 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: 2,001 shares; 2024Q4: 1,821 shares; 2025Q1: 1,821 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares 1,821 $341K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 3,465 shares; 2025Q2: 3,479 shares; 2025Q3: 3,386 shares 3,386 $340K 0.02% -93 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,017 shares 4,017 $339K 0.02% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $337K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares 2,140 $336K 0.02% 0 Timeline LSBK LAKE SHORE BANCORP INC More: the full row for LAKE SHORE BANCORP 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: 25,667 shares 25,667 $334K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 4,181 shares; 2025Q1: 4,181 shares; 2025Q2: 4,086 shares; 2025Q3: 2,898 shares 2,898 $332K 0.02% -1,188 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: 1,329 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares 1,329 $329K 0.02% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 6,410 shares; 2025Q1: 6,082 shares; 2025Q2: 4,512 shares; 2025Q3: 3,781 shares 3,781 $317K 0.02% -731 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: 2,438 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,376 shares 2,376 $312K 0.02% -38 Timeline APCB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,069 shares; 2025Q3: 10,392 shares 10,392 $310K 0.02% -677 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 9,918 shares; 2025Q2: 9,353 shares; 2025Q3: 9,006 shares 9,006 $310K 0.02% -347 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 319 shares 319 $309K 0.02% +59 Timeline IYH 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: 5,225 shares; 2025Q2: 5,225 shares; 2025Q3: 5,225 shares 5,225 $307K 0.02% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares 6,750 $307K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,495 shares; 2025Q1: 2,785 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares 2,485 $306K 0.02% 0 Timeline ESGE 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: 7,516 shares; 2025Q2: 6,684 shares; 2025Q3: 7,020 shares 7,020 $305K 0.02% +336 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $303K 0.02% 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: 5,108 shares; 2024Q4: 5,040 shares; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares 2,376 $294K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,544 shares; 2025Q1: 1,923 shares; 2025Q2: 1,898 shares; 2025Q3: 1,989 shares 1,989 $293K 0.02% +91 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: 1,013 shares; 2024Q4: 1,004 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,184 shares 1,184 $291K 0.02% +113 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,597 shares 2,597 $290K 0.02% +97 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,205 shares 1,205 $287K 0.02% +66 Timeline MOG-B MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares 1,392 $287K 0.02% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,448 shares; 2025Q1: 1,636 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares 1,736 $286K 0.02% 0 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: not reported; 2024Q4: 38,841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,770 shares 10,770 $284K 0.02% new 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: 3,682 shares; 2024Q4: 3,782 shares; 2025Q1: 3,782 shares; 2025Q2: 3,782 shares; 2025Q3: 3,782 shares 3,782 $277K 0.02% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 7,461 shares; 2025Q2: 7,650 shares; 2025Q3: 5,450 shares 5,450 $274K 0.02% -2,200 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares 1,089 $271K 0.02% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,810 shares; 2025Q3: 5,315 shares 5,315 $270K 0.02% -495 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,508 shares 1,508 $270K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 306 shares; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 282 shares 282 $269K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: 1,487 shares; 2025Q3: 1,487 shares 1,487 $265K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 484 shares; 2025Q3: 484 shares 484 $265K 0.02% 0 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: 2,317 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,620 shares; 2025Q3: 1,621 shares 1,621 $263K 0.02% +1 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 746 shares; 2025Q3: 746 shares 746 $262K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,383 shares; 2025Q3: 1,333 shares 1,333 $262K 0.01% -50 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: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 223 shares 223 $260K 0.01% -51 Timeline KBE 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: 4,391 shares; 2024Q4: 4,373 shares; 2025Q1: 4,373 shares; 2025Q2: 4,373 shares; 2025Q3: 4,373 shares 4,373 $260K 0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,575 shares; 2025Q1: 5,557 shares; 2025Q2: 5,585 shares; 2025Q3: 5,623 shares 5,623 $259K 0.01% +38 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 1,522 shares; 2025Q1: 1,972 shares; 2025Q2: 1,972 shares; 2025Q3: 1,757 shares 1,757 $257K 0.01% -215 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: not reported; 2024Q4: not reported; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares 1,998 $256K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 1,878 shares; 2025Q1: 1,055 shares; 2025Q2: 859 shares; 2025Q3: 859 shares 859 $252K 0.01% 0 Timeline IXJ 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: 3,142 shares; 2024Q4: 5,335 shares; 2025Q1: 6,221 shares; 2025Q2: 5,067 shares; 2025Q3: 2,842 shares 2,842 $252K 0.01% -2,225 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares 856 $247K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $245K 0.01% 0 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: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 934 shares; 2025Q3: 934 shares 934 $244K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares 1,745 $236K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 2,416 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares 2,566 $235K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,598 shares 1,598 $233K 0.01% new Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,072 shares; 2024Q4: 12,072 shares; 2025Q1: 12,072 shares; 2025Q2: 12,072 shares; 2025Q3: 12,072 shares 12,072 $231K 0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,269 shares; 2025Q1: 16,269 shares; 2025Q2: 16,269 shares; 2025Q3: 16,269 shares 16,269 $230K 0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 809 shares; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 773 shares 773 $229K 0.01% -17 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,068 shares; 2025Q1: 3,217 shares; 2025Q2: 3,143 shares; 2025Q3: 2,981 shares 2,981 $224K 0.01% -162 Timeline RAND RAND CAP CORP More: the full row for RAND CAP 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: 16,763 shares; 2025Q2: 15,382 shares; 2025Q3: 15,382 shares 15,382 $223K 0.01% 0 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: 1,734 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares 1,734 $223K 0.01% 0 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: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,661 shares; 2025Q2: not reported; 2025Q3: 2,503 shares 2,503 $222K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares 9,000 $221K 0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: 3,653 shares; 2025Q1: 3,553 shares; 2025Q2: 3,553 shares; 2025Q3: 3,480 shares 3,480 $220K 0.01% -73 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: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,644 shares 2,644 $218K 0.01% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,789 shares; 2025Q1: 5,789 shares; 2025Q2: 5,789 shares; 2025Q3: 5,789 shares 5,789 $215K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447 shares 447 $215K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,355 shares 2,355 $214K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $214K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares 4,600 $213K 0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,330 shares 3,330 $207K 0.01% new Timeline APIE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,402 shares; 2025Q3: 5,815 shares 5,815 $206K 0.01% -587 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,847 shares 1,847 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,139 shares 2,139 $202K 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,124 shares; 2025Q2: 10,149 shares; 2025Q3: 10,197 shares 10,197 $191K 0.01% +48 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares 16,000 $186K 0.01% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,576 shares; 2024Q4: 13,576 shares; 2025Q1: 13,576 shares; 2025Q2: 13,576 shares; 2025Q3: 13,779 shares 13,779 $171K 0.01% +203 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,893 shares; 2024Q4: 29,893 shares; 2025Q1: 44,154 shares; 2025Q2: 44,154 shares; 2025Q3: 49,349 shares 49,349 $154K 0.01% +5,195 Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 55,000 shares 55,000 $133K 0.01% +25,000 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 40,000 shares; 2025Q2: 45,000 shares; 2025Q3: 50,000 shares 50,000 $123K 0.01% +5,000 Timeline KORE KORE GROUP HLDGS INC More: the full row for KORE GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,430 shares; 2024Q4: 34,430 shares; 2025Q1: 34,430 shares; 2025Q2: 34,430 shares; 2025Q3: 34,430 shares 34,430 $83.3K <0.01% 0 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY 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: 25,200 shares; 2025Q2: 25,200 shares; 2025Q3: 25,200 shares 25,200 $43.6K <0.01% 0 ATYR ATYR PHARMA INC More: the full row for ATYR PHARMA 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: 25,000 shares 25,000 $18K <0.01% new Timeline