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: 104,645 shares; 2024Q4: 113,708 shares; 2025Q1: 116,963 shares; 2025Q2: 120,505 shares; 2025Q3: 120,576 shares 120,576 $39.6M 3.15% +71 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: 162,494 shares; 2024Q4: 169,355 shares; 2025Q1: 143,854 shares; 2025Q2: 152,686 shares; 2025Q3: 150,732 shares 150,732 $38.4M 3.05% -1,954 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 37,096 shares; 2025Q1: 40,933 shares; 2025Q2: 43,459 shares; 2025Q3: 45,079 shares 45,079 $32.4M 2.58% +1,620 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: 203,699 shares; 2024Q4: 190,130 shares; 2025Q1: 181,163 shares; 2025Q2: 181,581 shares; 2025Q3: 170,549 shares 170,549 $31.8M 2.53% -11,032 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: 118,433 shares; 2024Q4: 112,800 shares; 2025Q1: 94,624 shares; 2025Q2: 88,178 shares; 2025Q3: 81,980 shares 81,980 $27M 2.15% -6,198 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: 105,393 shares; 2024Q4: 105,267 shares; 2025Q1: 100,642 shares; 2025Q2: 104,849 shares; 2025Q3: 103,694 shares 103,694 $25.2M 2.01% -1,155 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: 55,831 shares; 2024Q4: 56,194 shares; 2025Q1: 26,869 shares; 2025Q2: 46,200 shares; 2025Q3: 45,866 shares 45,866 $23.8M 1.89% -334 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 154,010 shares; 2025Q1: 161,140 shares; 2025Q2: 171,090 shares; 2025Q3: 172,005 shares 172,005 $23M 1.83% +915 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: 100,533 shares; 2024Q4: 99,371 shares; 2025Q1: 94,132 shares; 2025Q2: 97,880 shares; 2025Q3: 97,127 shares 97,127 $21.3M 1.7% -753 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,178 shares; 2024Q4: 342,462 shares; 2025Q1: 339,834 shares; 2025Q2: 358,520 shares; 2025Q3: 364,710 shares 364,710 $21.1M 1.68% +6,190 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: 21,198 shares; 2024Q4: 20,724 shares; 2025Q1: 20,495 shares; 2025Q2: 21,807 shares; 2025Q3: 22,075 shares 22,075 $21.1M 1.68% +268 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: 9,885 shares; 2024Q4: 23,890 shares; 2025Q1: 45,553 shares; 2025Q2: 53,070 shares; 2025Q3: 73,571 shares 73,571 $20.5M 1.63% +20,501 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: 8,110 shares; 2024Q4: 16,784 shares; 2025Q1: 20,826 shares; 2025Q2: 23,845 shares; 2025Q3: 23,419 shares 23,419 $18.6M 1.48% -426 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: 226,925 shares; 2024Q4: 235,802 shares; 2025Q1: 244,453 shares; 2025Q2: 251,522 shares; 2025Q3: 253,622 shares 253,622 $18.6M 1.48% +2,100 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: 24,785 shares; 2024Q4: 24,655 shares; 2025Q1: 23,157 shares; 2025Q2: 24,218 shares; 2025Q3: 23,969 shares 23,969 $17.6M 1.4% -249 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,047 shares; 2024Q4: 70,961 shares; 2025Q1: 72,572 shares; 2025Q2: 72,287 shares; 2025Q3: 70,656 shares 70,656 $17.2M 1.37% -1,631 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: 18,066 shares; 2024Q4: 19,103 shares; 2025Q1: 20,066 shares; 2025Q2: 21,695 shares; 2025Q3: 22,457 shares 22,457 $17.1M 1.36% +762 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: 14,684 shares; 2024Q4: 20,330 shares; 2025Q1: 22,769 shares; 2025Q2: 24,616 shares; 2025Q3: 25,724 shares 25,724 $15.8M 1.25% +1,108 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: 100,513 shares; 2024Q4: 96,957 shares; 2025Q1: 92,955 shares; 2025Q2: 93,278 shares; 2025Q3: 91,807 shares 91,807 $15.7M 1.25% -1,471 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: 73,431 shares; 2024Q4: 73,328 shares; 2025Q1: 72,978 shares; 2025Q2: 72,750 shares; 2025Q3: 72,271 shares 72,271 $15.6M 1.24% -479 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,419 shares; 2024Q4: 49,287 shares; 2025Q1: 51,430 shares; 2025Q2: 216,342 shares; 2025Q3: 209,139 shares 209,139 $14.4M 1.14% -7,203 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: 26,906 shares; 2024Q4: 26,370 shares; 2025Q1: 24,044 shares; 2025Q2: 25,205 shares; 2025Q3: 25,187 shares 25,187 $14.3M 1.14% -18 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: 18,111 shares; 2024Q4: 17,983 shares; 2025Q1: 17,077 shares; 2025Q2: 16,749 shares; 2025Q3: 15,251 shares 15,251 $14.1M 1.12% -1,498 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,918 shares; 2024Q4: 30,044 shares; 2025Q1: 29,639 shares; 2025Q2: 32,260 shares; 2025Q3: 33,058 shares 33,058 $14.1M 1.12% +798 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,340 shares; 2024Q4: 93,381 shares; 2025Q1: 94,994 shares; 2025Q2: 96,856 shares; 2025Q3: 98,014 shares 98,014 $12.8M 1.02% +1,158 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,936 shares; 2024Q4: 209,842 shares; 2025Q1: 211,351 shares; 2025Q2: 221,377 shares; 2025Q3: 209,953 shares 209,953 $12.1M 0.96% -11,424 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: 34,076 shares; 2024Q4: 37,328 shares; 2025Q1: 37,899 shares; 2025Q2: 38,619 shares; 2025Q3: 39,309 shares 39,309 $11.5M 0.92% +690 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,150 shares; 2024Q4: 262,400 shares; 2025Q1: 274,400 shares; 2025Q2: 314,900 shares; 2025Q3: 399,845 shares 399,845 $11.4M 0.9% +84,945 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,492 shares; 2024Q4: 560,298 shares; 2025Q1: 550,987 shares; 2025Q2: 527,677 shares; 2025Q3: 400,085 shares 400,085 $10.9M 0.87% -127,592 Timeline VONE 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: 32,936 shares; 2024Q4: 35,837 shares; 2025Q1: 36,150 shares; 2025Q2: 36,523 shares; 2025Q3: 35,162 shares 35,162 $10.6M 0.85% -1,361 Timeline JPEF 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: 92,950 shares; 2024Q4: 134,203 shares; 2025Q1: 136,202 shares; 2025Q2: 137,753 shares; 2025Q3: 140,892 shares 140,892 $10.4M 0.83% +3,139 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 3,815 shares; 2025Q1: 23,464 shares; 2025Q2: 29,744 shares; 2025Q3: 30,609 shares 30,609 $9.57M 0.76% +865 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: 31,233 shares; 2024Q4: 28,390 shares; 2025Q1: 29,905 shares; 2025Q2: 72,137 shares; 2025Q3: 100,255 shares 100,255 $9.26M 0.74% +28,118 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: 12,489 shares; 2024Q4: 13,577 shares; 2025Q1: 13,484 shares; 2025Q2: 13,371 shares; 2025Q3: 13,547 shares 13,547 $9.02M 0.72% +176 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: 14,237 shares; 2024Q4: 14,100 shares; 2025Q1: 13,142 shares; 2025Q2: 14,367 shares; 2025Q3: 14,580 shares 14,580 $8.75M 0.7% +213 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,999 shares; 2024Q4: 20,302 shares; 2025Q1: 19,713 shares; 2025Q2: 19,713 shares; 2025Q3: 19,895 shares 19,895 $8.66M 0.69% +182 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,405 shares; 2024Q4: 15,055 shares; 2025Q1: 24,508 shares; 2025Q2: 119,075 shares; 2025Q3: 145,050 shares 145,050 $8.23M 0.65% +25,975 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: 35,249 shares; 2024Q4: 34,992 shares; 2025Q1: 33,306 shares; 2025Q2: 32,296 shares; 2025Q3: 34,183 shares 34,183 $8.03M 0.64% +1,887 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: 23,414 shares; 2024Q4: 23,305 shares; 2025Q1: 21,941 shares; 2025Q2: 21,514 shares; 2025Q3: 19,520 shares 19,520 $7.91M 0.63% -1,994 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 128,137 shares; 2025Q3: 99,564 shares 99,564 $7.63M 0.61% -28,573 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: 26,577 shares; 2024Q4: 28,720 shares; 2025Q1: 29,513 shares; 2025Q2: 29,572 shares; 2025Q3: 29,780 shares 29,780 $7.57M 0.6% +208 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,850 shares; 2024Q4: 55,597 shares; 2025Q1: 65,238 shares; 2025Q2: 82,745 shares; 2025Q3: 179,357 shares 179,357 $7.54M 0.6% +96,612 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,756 shares; 2024Q4: 126,055 shares; 2025Q1: 138,895 shares; 2025Q2: 152,868 shares; 2025Q3: 169,183 shares 169,183 $7.43M 0.59% +16,315 Timeline IWY 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: 18,924 shares; 2024Q4: 19,950 shares; 2025Q1: 23,061 shares; 2025Q2: 26,476 shares; 2025Q3: 26,623 shares 26,623 $7.29M 0.58% +147 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,498 shares; 2024Q4: 86,229 shares; 2025Q1: 89,600 shares; 2025Q2: 98,944 shares; 2025Q3: 108,125 shares 108,125 $7.27M 0.58% +9,181 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,946 shares; 2024Q4: 153,664 shares; 2025Q1: 157,816 shares; 2025Q2: 158,751 shares; 2025Q3: 157,351 shares 157,351 $6.83M 0.54% -1,400 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,823 shares; 2024Q4: 31,131 shares; 2025Q1: 31,401 shares; 2025Q2: 29,374 shares; 2025Q3: 31,740 shares 31,740 $6.78M 0.54% +2,366 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: 54,571 shares; 2024Q4: 60,521 shares; 2025Q1: 60,769 shares; 2025Q2: 58,056 shares; 2025Q3: 56,676 shares 56,676 $6.73M 0.54% -1,380 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,975 shares; 2024Q4: 13,225 shares; 2025Q1: 13,340 shares; 2025Q2: 13,365 shares; 2025Q3: 12,910 shares 12,910 $6.49M 0.52% -455 Timeline SMLF 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: 51,514 shares; 2024Q4: 58,480 shares; 2025Q1: 61,459 shares; 2025Q2: 80,780 shares; 2025Q3: 84,850 shares 84,850 $6.31M 0.5% +4,070 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,931 shares; 2024Q4: 23,934 shares; 2025Q1: 23,929 shares; 2025Q2: 23,747 shares; 2025Q3: 24,068 shares 24,068 $6.17M 0.49% +321 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,940 shares; 2024Q4: 127,224 shares; 2025Q1: 126,958 shares; 2025Q2: 105,724 shares; 2025Q3: 101,239 shares 101,239 $6.05M 0.48% -4,485 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: 99,757 shares; 2024Q4: 105,072 shares; 2025Q1: 109,387 shares; 2025Q2: 104,524 shares; 2025Q3: 106,724 shares 106,724 $5.91M 0.47% +2,200 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,543 shares; 2024Q4: 47,460 shares; 2025Q1: 48,400 shares; 2025Q2: 48,467 shares; 2025Q3: 48,811 shares 48,811 $5.88M 0.47% +344 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,705 shares; 2024Q4: 15,575 shares; 2025Q1: 14,555 shares; 2025Q2: 13,955 shares; 2025Q3: 13,830 shares 13,830 $5.73M 0.46% -125 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,497 shares; 2024Q4: 359,376 shares; 2025Q1: 354,570 shares; 2025Q2: 346,737 shares; 2025Q3: 247,069 shares 247,069 $5.72M 0.45% -99,668 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,559 shares; 2024Q4: 14,559 shares; 2025Q1: 14,559 shares; 2025Q2: 14,559 shares; 2025Q3: 14,559 shares 14,559 $5.52M 0.44% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,990 shares; 2024Q4: 46,125 shares; 2025Q1: 34,105 shares; 2025Q2: 33,380 shares; 2025Q3: 32,580 shares 32,580 $5.49M 0.44% -800 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,902 shares; 2024Q4: 236,190 shares; 2025Q1: 234,313 shares; 2025Q2: 192,895 shares; 2025Q3: 138,300 shares 138,300 $5.42M 0.43% -54,595 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,020 shares; 2024Q4: 22,254 shares; 2025Q1: 20,980 shares; 2025Q2: 20,824 shares; 2025Q3: 22,157 shares 22,157 $5.3M 0.42% +1,333 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: 26,878 shares; 2024Q4: 25,850 shares; 2025Q1: 27,963 shares; 2025Q2: 26,081 shares; 2025Q3: 32,266 shares 32,266 $5.06M 0.4% +6,185 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,557 shares; 2024Q4: 184,671 shares; 2025Q1: 184,089 shares; 2025Q2: 184,089 shares; 2025Q3: 184,089 shares 184,089 $4.73M 0.38% 0 Timeline SPLV 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: 62,060 shares; 2024Q4: 60,337 shares; 2025Q1: 61,646 shares; 2025Q2: 63,062 shares; 2025Q3: 64,233 shares 64,233 $4.72M 0.38% +1,171 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,993 shares 156,993 $4.71M 0.37% new Timeline SPGP 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: 59,341 shares; 2024Q4: 57,894 shares; 2025Q1: 56,868 shares; 2025Q2: 52,220 shares; 2025Q3: 41,233 shares 41,233 $4.68M 0.37% -10,987 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,837 shares; 2024Q4: 25,652 shares; 2025Q1: 32,282 shares; 2025Q2: 28,824 shares; 2025Q3: 22,848 shares 22,848 $4.67M 0.37% -5,976 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: 9,361 shares; 2024Q4: 9,232 shares; 2025Q1: 9,387 shares; 2025Q2: 9,725 shares; 2025Q3: 9,673 shares 9,673 $4.64M 0.37% -52 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,703 shares; 2024Q4: 20,050 shares; 2025Q1: 20,360 shares; 2025Q2: 18,776 shares; 2025Q3: 18,697 shares 18,697 $4.6M 0.37% -79 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: 52,983 shares; 2024Q4: 52,379 shares; 2025Q1: 55,356 shares; 2025Q2: 54,155 shares; 2025Q3: 55,441 shares 55,441 $4.55M 0.36% +1,286 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,030 shares; 2024Q4: 27,590 shares; 2025Q1: 22,140 shares; 2025Q2: 22,240 shares; 2025Q3: 20,040 shares 20,040 $4.35M 0.35% -2,200 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: 64,815 shares; 2024Q4: 67,611 shares; 2025Q1: 68,374 shares; 2025Q2: 65,975 shares; 2025Q3: 66,422 shares 66,422 $4.33M 0.34% +447 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,302 shares; 2024Q4: 48,078 shares; 2025Q1: 45,612 shares; 2025Q2: 45,912 shares; 2025Q3: 41,883 shares 41,883 $4.32M 0.34% -4,029 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: 121,708 shares; 2024Q4: 125,125 shares; 2025Q1: 132,173 shares; 2025Q2: 169,408 shares; 2025Q3: 171,613 shares 171,613 $4.21M 0.34% +2,205 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: 44,386 shares; 2024Q4: 47,477 shares; 2025Q1: 45,456 shares; 2025Q2: 46,386 shares; 2025Q3: 40,842 shares 40,842 $4.21M 0.33% -5,544 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: 18,248 shares; 2024Q4: 17,779 shares; 2025Q1: 17,976 shares; 2025Q2: 18,274 shares; 2025Q3: 17,207 shares 17,207 $4.19M 0.33% -1,067 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: 47,257 shares; 2024Q4: 46,503 shares; 2025Q1: 46,371 shares; 2025Q2: 45,742 shares; 2025Q3: 44,001 shares 44,001 $4.19M 0.33% -1,741 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,910 shares; 2025Q1: 26,180 shares; 2025Q2: 25,885 shares; 2025Q3: 24,085 shares 24,085 $4.04M 0.32% -1,800 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: 18,656 shares; 2024Q4: 18,120 shares; 2025Q1: 18,297 shares; 2025Q2: 17,650 shares; 2025Q3: 17,350 shares 17,350 $4.02M 0.32% -300 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: 7,425 shares; 2024Q4: 7,664 shares; 2025Q1: 5,974 shares; 2025Q2: 8,421 shares; 2025Q3: 8,275 shares 8,275 $3.95M 0.31% -146 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,470 shares; 2025Q3: 102,470 shares 102,470 $3.88M 0.31% 0 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: 5,189 shares; 2024Q4: 5,182 shares; 2025Q1: 5,082 shares; 2025Q2: 5,147 shares; 2025Q3: 5,113 shares 5,113 $3.82M 0.3% -34 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: 12,054 shares; 2024Q4: 12,434 shares; 2025Q1: 12,294 shares; 2025Q2: 12,441 shares; 2025Q3: 11,973 shares 11,973 $3.78M 0.3% -468 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,767 shares; 2024Q4: 85,696 shares; 2025Q1: 85,019 shares; 2025Q2: 92,943 shares; 2025Q3: 98,566 shares 98,566 $3.75M 0.3% +5,623 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: 10,973 shares; 2024Q4: 10,405 shares; 2025Q1: 9,575 shares; 2025Q2: 7,461 shares; 2025Q3: 7,658 shares 7,658 $3.71M 0.3% +197 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,688 shares; 2024Q4: 79,491 shares; 2025Q1: 78,671 shares; 2025Q2: 85,235 shares; 2025Q3: 89,795 shares 89,795 $3.69M 0.29% +4,560 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,879 shares; 2024Q4: 25,765 shares; 2025Q1: 25,157 shares; 2025Q2: 25,554 shares; 2025Q3: 25,149 shares 25,149 $3.55M 0.28% -405 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: 13,571 shares; 2024Q4: 15,061 shares; 2025Q1: 14,792 shares; 2025Q2: 14,330 shares; 2025Q3: 14,612 shares 14,612 $3.54M 0.28% +282 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: 20,094 shares; 2024Q4: 19,851 shares; 2025Q1: 20,256 shares; 2025Q2: 20,194 shares; 2025Q3: 20,100 shares 20,100 $3.47M 0.28% -94 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: 51,677 shares; 2024Q4: 51,877 shares; 2025Q1: 50,917 shares; 2025Q2: 50,883 shares; 2025Q3: 50,883 shares 50,883 $3.37M 0.27% 0 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: 14,274 shares; 2024Q4: 14,417 shares; 2025Q1: 14,329 shares; 2025Q2: 13,547 shares; 2025Q3: 14,069 shares 14,069 $3.33M 0.27% +522 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: 13,129 shares; 2024Q4: 16,520 shares; 2025Q1: 17,784 shares; 2025Q2: 17,981 shares; 2025Q3: 17,851 shares 17,851 $3.31M 0.26% -130 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,388 shares; 2024Q4: 78,234 shares; 2025Q1: 75,021 shares; 2025Q2: 75,132 shares; 2025Q3: 70,216 shares 70,216 $3.25M 0.26% -4,916 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,915 shares; 2024Q4: 98,233 shares; 2025Q1: 102,055 shares; 2025Q2: 75,938 shares; 2025Q3: 71,769 shares 71,769 $3.14M 0.25% -4,169 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: 68,068 shares; 2024Q4: 68,783 shares; 2025Q1: 66,763 shares; 2025Q2: 67,218 shares; 2025Q3: 67,163 shares 67,163 $3.11M 0.25% -55 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: 5,432 shares; 2024Q4: 5,612 shares; 2025Q1: 7,940 shares; 2025Q2: 8,608 shares; 2025Q3: 9,036 shares 9,036 $3.08M 0.25% +428 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,695 shares; 2024Q4: 26,396 shares; 2025Q1: 26,914 shares; 2025Q2: 26,895 shares; 2025Q3: 26,000 shares 26,000 $3.06M 0.24% -895 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,913 shares; 2024Q4: 29,447 shares; 2025Q1: 30,339 shares; 2025Q2: 31,573 shares; 2025Q3: 31,784 shares 31,784 $2.99M 0.24% +211 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: 9,319 shares; 2024Q4: 10,604 shares; 2025Q1: 10,188 shares; 2025Q2: 10,562 shares; 2025Q3: 10,564 shares 10,564 $2.98M 0.24% +2 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,188 shares; 2024Q4: 21,702 shares; 2025Q1: 21,862 shares; 2025Q2: 21,895 shares; 2025Q3: 20,988 shares 20,988 $2.96M 0.24% -907 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,376 shares; 2024Q4: 63,862 shares; 2025Q1: 56,174 shares; 2025Q2: 51,914 shares; 2025Q3: 49,062 shares 49,062 $2.96M 0.24% -2,852 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: 29,851 shares; 2024Q4: 29,881 shares; 2025Q1: 29,721 shares; 2025Q2: 29,765 shares; 2025Q3: 29,502 shares 29,502 $2.85M 0.23% -263 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: 44,775 shares; 2024Q4: 44,440 shares; 2025Q1: 46,672 shares; 2025Q2: 44,648 shares; 2025Q3: 44,757 shares 44,757 $2.84M 0.23% +109 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: 23,104 shares; 2024Q4: 30,037 shares; 2025Q1: 28,370 shares; 2025Q2: 26,995 shares; 2025Q3: 28,113 shares 28,113 $2.8M 0.22% +1,118 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,355 shares; 2024Q4: 51,234 shares; 2025Q1: 53,746 shares; 2025Q2: 55,139 shares; 2025Q3: 55,381 shares 55,381 $2.79M 0.22% +242 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 11,674 shares; 2025Q1: 8,549 shares; 2025Q2: 7,958 shares; 2025Q3: 7,958 shares 7,958 $2.76M 0.22% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,631 shares; 2024Q4: 21,881 shares; 2025Q1: 22,723 shares; 2025Q2: 21,858 shares; 2025Q3: 21,547 shares 21,547 $2.73M 0.22% -311 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: 8,614 shares; 2024Q4: 17,760 shares; 2025Q1: 18,798 shares; 2025Q2: 21,706 shares; 2025Q3: 20,668 shares 20,668 $2.68M 0.21% -1,038 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,423 shares; 2024Q4: 11,407 shares; 2025Q1: 12,049 shares; 2025Q2: 11,923 shares; 2025Q3: 12,042 shares 12,042 $2.68M 0.21% +119 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 7,784 shares; 2025Q1: 8,151 shares; 2025Q2: 7,764 shares; 2025Q3: 7,543 shares 7,543 $2.61M 0.21% -221 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 14,090 shares; 2025Q1: 10,510 shares; 2025Q2: 13,090 shares; 2025Q3: 10,040 shares 10,040 $2.6M 0.21% -3,050 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: 18,801 shares; 2024Q4: 17,834 shares; 2025Q1: 19,214 shares; 2025Q2: 19,271 shares; 2025Q3: 19,197 shares 19,197 $2.6M 0.21% -74 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,009 shares; 2024Q4: 30,028 shares; 2025Q1: 29,563 shares; 2025Q2: 29,512 shares; 2025Q3: 27,342 shares 27,342 $2.56M 0.2% -2,170 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,994 shares; 2024Q4: 61,544 shares; 2025Q1: 41,872 shares; 2025Q2: 39,176 shares; 2025Q3: 38,988 shares 38,988 $2.5M 0.2% -188 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: 125,203 shares; 2024Q4: 123,271 shares; 2025Q1: 135,542 shares; 2025Q2: 132,952 shares; 2025Q3: 133,875 shares 133,875 $2.5M 0.2% +923 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,353 shares; 2025Q3: 70,754 shares 70,754 $2.5M 0.2% +55,401 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: 16,553 shares; 2024Q4: 18,258 shares; 2025Q1: 17,821 shares; 2025Q2: 18,125 shares; 2025Q3: 17,744 shares 17,744 $2.49M 0.2% -381 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: 10,020 shares; 2024Q4: 9,755 shares; 2025Q1: 8,695 shares; 2025Q2: 8,710 shares; 2025Q3: 8,837 shares 8,837 $2.49M 0.2% +127 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,428 shares; 2024Q4: 46,084 shares; 2025Q1: 48,861 shares; 2025Q2: 48,100 shares; 2025Q3: 47,459 shares 47,459 $2.48M 0.2% -641 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: 8,853 shares; 2024Q4: 9,056 shares; 2025Q1: 7,337 shares; 2025Q2: 8,156 shares; 2025Q3: 8,079 shares 8,079 $2.46M 0.2% -77 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,642 shares; 2024Q4: 76,212 shares; 2025Q1: 82,468 shares; 2025Q2: 82,150 shares; 2025Q3: 82,754 shares 82,754 $2.35M 0.19% +604 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,988 shares; 2025Q3: 178,398 shares 178,398 $2.35M 0.19% -590 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,857 shares; 2024Q4: 55,827 shares; 2025Q1: 53,884 shares; 2025Q2: 55,393 shares; 2025Q3: 64,110 shares 64,110 $2.33M 0.19% +8,717 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 22,591 shares; 2025Q1: 22,786 shares; 2025Q2: 27,186 shares; 2025Q3: 27,796 shares 27,796 $2.3M 0.18% +610 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,406 shares; 2024Q4: 50,260 shares; 2025Q1: 53,264 shares; 2025Q2: 52,824 shares; 2025Q3: 53,318 shares 53,318 $2.26M 0.18% +494 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: 13,348 shares; 2024Q4: 15,468 shares; 2025Q1: 15,369 shares; 2025Q2: 14,759 shares; 2025Q3: 14,737 shares 14,737 $2.26M 0.18% -22 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,982 shares; 2024Q4: 33,544 shares; 2025Q1: 34,922 shares; 2025Q2: 34,902 shares; 2025Q3: 33,987 shares 33,987 $2.26M 0.18% -915 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,176 shares; 2024Q4: 16,322 shares; 2025Q1: 16,263 shares; 2025Q2: 16,105 shares; 2025Q3: 15,964 shares 15,964 $2.24M 0.18% -141 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,812 shares; 2024Q4: 55,394 shares; 2025Q1: 50,228 shares; 2025Q2: 51,421 shares; 2025Q3: 17,197 shares 17,197 $2.22M 0.18% -34,224 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,571 shares; 2024Q4: 29,370 shares; 2025Q1: 30,702 shares; 2025Q2: 30,355 shares; 2025Q3: 29,462 shares 29,462 $2.21M 0.18% -893 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,474 shares; 2024Q4: 15,153 shares; 2025Q1: 15,223 shares; 2025Q2: 15,338 shares; 2025Q3: 15,309 shares 15,309 $2.18M 0.17% -29 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,041 shares; 2025Q3: 8,333 shares 8,333 $2.16M 0.17% -708 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: 4,669 shares; 2024Q4: 4,611 shares; 2025Q1: 5,340 shares; 2025Q2: 5,019 shares; 2025Q3: 4,860 shares 4,860 $2.16M 0.17% -159 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: 13,152 shares; 2024Q4: 13,152 shares; 2025Q1: 13,052 shares; 2025Q2: 13,109 shares; 2025Q3: 13,109 shares 13,109 $2.13M 0.17% 0 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: 16,637 shares; 2024Q4: 16,271 shares; 2025Q1: 15,971 shares; 2025Q2: 15,871 shares; 2025Q3: 15,531 shares 15,531 $2.08M 0.17% -340 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,799 shares; 2025Q1: 14,400 shares; 2025Q2: 11,999 shares; 2025Q3: 11,044 shares 11,044 $2.01M 0.16% -955 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: 5,513 shares; 2024Q4: 5,477 shares; 2025Q1: 5,428 shares; 2025Q2: 5,355 shares; 2025Q3: 5,367 shares 5,367 $2.01M 0.16% +12 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,652 shares; 2024Q4: 26,010 shares; 2025Q1: 26,913 shares; 2025Q2: 27,051 shares; 2025Q3: 27,344 shares 27,344 $2M 0.16% +293 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,335 shares; 2025Q3: 56,665 shares 56,665 $1.99M 0.16% +7,330 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,795 shares; 2025Q3: 39,760 shares 39,760 $1.98M 0.16% +2,965 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,622 shares; 2024Q4: 16,250 shares; 2025Q1: 16,016 shares; 2025Q2: 16,838 shares; 2025Q3: 17,294 shares 17,294 $1.94M 0.15% +456 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: 4,299 shares; 2024Q4: 4,371 shares; 2025Q1: 5,455 shares; 2025Q2: 5,551 shares; 2025Q3: 5,463 shares 5,463 $1.94M 0.15% -88 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,430 shares; 2024Q4: 15,014 shares; 2025Q1: 15,787 shares; 2025Q2: 17,016 shares; 2025Q3: 17,597 shares 17,597 $1.91M 0.15% +581 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 55,118 shares 55,118 $1.91M 0.15% 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: 39,146 shares; 2024Q4: 38,596 shares; 2025Q1: 40,066 shares; 2025Q2: 39,498 shares; 2025Q3: 37,609 shares 37,609 $1.91M 0.15% -1,889 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,028 shares; 2024Q4: 22,078 shares; 2025Q1: 22,934 shares; 2025Q2: 23,576 shares; 2025Q3: 23,381 shares 23,381 $1.91M 0.15% -195 Timeline QGRO 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: 3,312 shares; 2024Q4: 3,657 shares; 2025Q1: 4,737 shares; 2025Q2: 12,315 shares; 2025Q3: 16,618 shares 16,618 $1.9M 0.15% +4,303 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 6,470 shares; 2025Q1: 6,897 shares; 2025Q2: 7,187 shares; 2025Q3: 7,078 shares 7,078 $1.89M 0.15% -109 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,011 shares; 2025Q2: 79,650 shares; 2025Q3: 81,396 shares 81,396 $1.87M 0.15% +1,746 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: 9,245 shares; 2024Q4: 8,866 shares; 2025Q1: 9,387 shares; 2025Q2: 9,360 shares; 2025Q3: 9,354 shares 9,354 $1.85M 0.15% -6 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: 22,973 shares; 2024Q4: 22,674 shares; 2025Q1: 27,360 shares; 2025Q2: 27,353 shares; 2025Q3: 26,956 shares 26,956 $1.84M 0.15% -397 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,882 shares; 2024Q4: 26,395 shares; 2025Q1: 28,037 shares; 2025Q2: 27,816 shares; 2025Q3: 27,306 shares 27,306 $1.84M 0.15% -510 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,777 shares; 2024Q4: 3,756 shares; 2025Q1: 4,989 shares; 2025Q2: 5,433 shares; 2025Q3: 5,485 shares 5,485 $1.82M 0.14% +52 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 11,595 shares; 2025Q1: 8,108 shares; 2025Q2: 7,618 shares; 2025Q3: 8,945 shares 8,945 $1.82M 0.14% +1,327 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,119 shares; 2024Q4: 13,421 shares; 2025Q1: 16,108 shares; 2025Q2: 56,373 shares; 2025Q3: 55,394 shares 55,394 $1.8M 0.14% -979 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: 41,531 shares; 2024Q4: 41,055 shares; 2025Q1: 22,198 shares; 2025Q2: 21,667 shares; 2025Q3: 21,144 shares 21,144 $1.77M 0.14% -523 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: 21,479 shares; 2024Q4: 21,264 shares; 2025Q1: 21,120 shares; 2025Q2: 22,725 shares; 2025Q3: 24,675 shares 24,675 $1.76M 0.14% +1,950 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,927 shares; 2024Q4: 49,013 shares; 2025Q1: 25,698 shares; 2025Q2: 25,741 shares; 2025Q3: 25,637 shares 25,637 $1.73M 0.14% -104 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,832 shares; 2024Q4: 25,143 shares; 2025Q1: 27,007 shares; 2025Q2: 26,937 shares; 2025Q3: 26,908 shares 26,908 $1.71M 0.14% -29 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,699 shares; 2024Q4: 26,474 shares; 2025Q1: 27,825 shares; 2025Q2: 23,728 shares; 2025Q3: 22,599 shares 22,599 $1.71M 0.14% -1,129 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,903 shares; 2024Q4: 96,164 shares; 2025Q1: 114,104 shares; 2025Q2: 181,459 shares; 2025Q3: 173,570 shares 173,570 $1.7M 0.14% -7,889 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 14,005 shares 14,005 $1.69M 0.13% new 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: 5,342 shares; 2024Q4: 5,337 shares; 2025Q1: 5,321 shares; 2025Q2: 5,340 shares; 2025Q3: 5,659 shares 5,659 $1.66M 0.13% +319 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: 8,267 shares; 2024Q4: 8,937 shares; 2025Q1: 8,632 shares; 2025Q2: 9,103 shares; 2025Q3: 9,063 shares 9,063 $1.6M 0.13% -40 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: 36,007 shares; 2024Q4: 36,157 shares; 2025Q1: 38,951 shares; 2025Q2: 36,359 shares; 2025Q3: 34,525 shares 34,525 $1.6M 0.13% -1,834 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 11,301 shares; 2025Q1: 11,817 shares; 2025Q2: 11,789 shares; 2025Q3: 11,508 shares 11,508 $1.6M 0.13% -281 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: 14,314 shares; 2024Q4: 14,525 shares; 2025Q1: 14,449 shares; 2025Q2: 14,457 shares; 2025Q3: 14,088 shares 14,088 $1.59M 0.13% -369 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,612 shares; 2024Q4: 14,534 shares; 2025Q1: 14,533 shares; 2025Q2: 14,414 shares; 2025Q3: 12,467 shares 12,467 $1.56M 0.12% -1,947 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: 17,680 shares; 2024Q4: 27,859 shares; 2025Q1: 28,953 shares; 2025Q2: 28,378 shares; 2025Q3: 30,138 shares 30,138 $1.53M 0.12% +1,760 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: 5,405 shares; 2024Q4: 5,418 shares; 2025Q1: 5,353 shares; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares 5,153 $1.51M 0.12% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,136 shares; 2024Q4: 7,988 shares; 2025Q1: 7,790 shares; 2025Q2: 7,669 shares; 2025Q3: 7,669 shares 7,669 $1.49M 0.12% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 11,968 shares; 2025Q3: 20,860 shares 20,860 $1.48M 0.12% +8,892 Timeline VONV 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: 13,469 shares; 2024Q4: 15,003 shares; 2025Q1: 15,176 shares; 2025Q2: 16,279 shares; 2025Q3: 16,506 shares 16,506 $1.48M 0.12% +227 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: 2,015 shares; 2024Q4: 2,016 shares; 2025Q1: 2,041 shares; 2025Q2: 2,214 shares; 2025Q3: 2,204 shares 2,204 $1.48M 0.12% -10 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,278 shares; 2025Q1: 4,278 shares; 2025Q2: 8,176 shares; 2025Q3: 18,687 shares 18,687 $1.47M 0.12% +10,511 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: 6,980 shares; 2024Q4: 6,744 shares; 2025Q1: 7,301 shares; 2025Q2: 7,446 shares; 2025Q3: 7,813 shares 7,813 $1.46M 0.12% +367 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,403 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares; 2025Q3: 2,403 shares 2,403 $1.43M 0.11% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 20,185 shares; 2025Q1: 28,359 shares; 2025Q2: 33,013 shares; 2025Q3: 35,453 shares 35,453 $1.4M 0.11% +2,440 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,978 shares; 2024Q4: 27,430 shares; 2025Q1: 31,470 shares; 2025Q2: 28,958 shares; 2025Q3: 51,041 shares 51,041 $1.37M 0.11% +22,083 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: 917 shares; 2024Q4: 1,025 shares; 2025Q1: 1,303 shares; 2025Q2: 1,187 shares; 2025Q3: 1,136 shares 1,136 $1.36M 0.11% -51 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,910 shares; 2025Q1: 3,700 shares; 2025Q2: 2,920 shares; 2025Q3: 2,793 shares 2,793 $1.36M 0.11% -127 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,370 shares; 2024Q4: 26,977 shares; 2025Q1: 30,220 shares; 2025Q2: 27,286 shares; 2025Q3: 26,330 shares 26,330 $1.35M 0.11% -956 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,225 shares; 2025Q1: 16,043 shares; 2025Q2: 20,978 shares; 2025Q3: 35,053 shares 35,053 $1.32M 0.11% +14,075 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: 13,455 shares; 2024Q4: 12,707 shares; 2025Q1: 12,247 shares; 2025Q2: 11,669 shares; 2025Q3: 11,672 shares 11,672 $1.3M 0.1% +3 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: 1,780 shares; 2024Q4: 1,930 shares; 2025Q1: 7,022 shares; 2025Q2: 6,222 shares; 2025Q3: 5,822 shares 5,822 $1.28M 0.1% -400 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: 15,784 shares; 2024Q4: 15,490 shares; 2025Q1: 15,680 shares; 2025Q2: 16,964 shares; 2025Q3: 16,964 shares 16,964 $1.28M 0.1% 0 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: 2,770 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,699 shares 2,699 $1.26M 0.1% -11 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: 6,403 shares; 2024Q4: 8,623 shares; 2025Q1: 8,520 shares; 2025Q2: 8,988 shares; 2025Q3: 8,989 shares 8,989 $1.26M 0.1% +1 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,971 shares; 2025Q3: 8,766 shares 8,766 $1.26M 0.1% +2,795 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: 2,644 shares; 2025Q3: 2,990 shares 2,990 $1.25M 0.1% +346 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,679 shares; 2025Q1: 8,249 shares; 2025Q2: 9,589 shares; 2025Q3: 10,244 shares 10,244 $1.24M 0.1% +655 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,641 shares; 2025Q2: 5,497 shares; 2025Q3: 6,072 shares 6,072 $1.23M 0.1% +575 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: 15,798 shares; 2024Q4: 47,394 shares; 2025Q1: 47,395 shares; 2025Q2: 46,967 shares; 2025Q3: 46,578 shares 46,578 $1.23M 0.1% -389 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,070 shares; 2024Q4: 10,545 shares; 2025Q1: 12,450 shares; 2025Q2: 14,210 shares; 2025Q3: 16,111 shares 16,111 $1.21M 0.1% +1,901 Timeline Goldman Sachs - Exchange Pl… Goldman Sachs - Exchange Place Al… More: the full row for Goldman Sachs - Exchange Place All Cap 11 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,089 shares 10,089 $1.21M 0.1% new MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 15,408 shares; 2025Q1: 15,408 shares; 2025Q2: 14,518 shares; 2025Q3: 11,918 shares 11,918 $1.18M 0.09% -2,600 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: 22,754 shares; 2024Q4: 43,818 shares; 2025Q1: 42,356 shares; 2025Q2: 41,679 shares; 2025Q3: 34,048 shares 34,048 $1.17M 0.09% -7,631 Timeline IHDG 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: 24,852 shares; 2024Q4: 25,210 shares; 2025Q1: 25,225 shares; 2025Q2: 25,228 shares; 2025Q3: 25,164 shares 25,164 $1.16M 0.09% -64 Timeline IWL 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: 5,865 shares; 2024Q4: 6,676 shares; 2025Q1: 6,578 shares; 2025Q2: 6,814 shares; 2025Q3: 6,881 shares 6,881 $1.14M 0.09% +67 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: 9,835 shares; 2024Q4: 36,785 shares; 2025Q1: 36,785 shares; 2025Q2: 36,785 shares; 2025Q3: 35,806 shares 35,806 $1.14M 0.09% -979 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: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,157 shares; 2025Q2: 3,086 shares; 2025Q3: 3,076 shares 3,076 $1.12M 0.09% -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: 7,493 shares; 2024Q4: 7,032 shares; 2025Q1: 6,448 shares; 2025Q2: 6,939 shares; 2025Q3: 6,427 shares 6,427 $1.12M 0.09% -512 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,199 shares; 2024Q4: 18,199 shares; 2025Q1: 18,199 shares; 2025Q2: 18,199 shares; 2025Q3: 18,199 shares 18,199 $1.12M 0.09% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,493 shares; 2025Q1: 3,874 shares; 2025Q2: 3,174 shares; 2025Q3: 2,643 shares 2,643 $1.12M 0.09% -531 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 2,663 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,401 shares 2,401 $1.11M 0.09% -5 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: 16,821 shares; 2024Q4: 17,228 shares; 2025Q1: 17,962 shares; 2025Q2: 17,290 shares; 2025Q3: 19,481 shares 19,481 $1.11M 0.09% +2,191 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,195 shares; 2024Q4: 30,644 shares; 2025Q1: 30,669 shares; 2025Q2: 33,023 shares; 2025Q3: 37,347 shares 37,347 $1.11M 0.09% +4,324 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE 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: 45,739 shares; 2025Q2: 49,390 shares; 2025Q3: 50,013 shares 50,013 $1.1M 0.09% +623 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,872 shares; 2024Q4: 41,834 shares; 2025Q1: 47,151 shares; 2025Q2: 49,161 shares; 2025Q3: 49,676 shares 49,676 $1.09M 0.09% +515 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: 7,814 shares; 2024Q4: 7,568 shares; 2025Q1: 6,416 shares; 2025Q2: 5,941 shares; 2025Q3: 4,067 shares 4,067 $1.06M 0.08% -1,874 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,004 shares; 2024Q4: 38,007 shares; 2025Q1: 38,007 shares; 2025Q2: 38,007 shares; 2025Q3: 38,007 shares 38,007 $1.06M 0.08% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,952 shares; 2024Q4: 93,302 shares; 2025Q1: 99,081 shares; 2025Q2: 90,252 shares; 2025Q3: 87,273 shares 87,273 $1.05M 0.08% -2,979 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,599 shares; 2024Q4: 39,231 shares; 2025Q1: 42,239 shares; 2025Q2: 41,887 shares; 2025Q3: 31,066 shares 31,066 $1.04M 0.08% -10,821 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 12,470 shares; 2025Q1: 12,612 shares; 2025Q2: 12,307 shares; 2025Q3: 12,032 shares 12,032 $1.03M 0.08% -275 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,873 shares; 2025Q1: 5,683 shares; 2025Q2: 5,258 shares; 2025Q3: 5,413 shares 5,413 $1.02M 0.08% +155 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 111 shares; 2025Q1: 218 shares; 2025Q2: 217 shares; 2025Q3: 188 shares 188 $1.02M 0.08% -29 Timeline JGRO 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: 4,235 shares; 2024Q4: 9,067 shares; 2025Q1: 10,262 shares; 2025Q2: 9,173 shares; 2025Q3: 10,649 shares 10,649 $998K 0.08% +1,476 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: 35,910 shares; 2024Q4: 34,404 shares; 2025Q1: 18,864 shares; 2025Q2: 12,759 shares; 2025Q3: 12,953 shares 12,953 $994K 0.08% +194 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: 13,916 shares; 2024Q4: 13,916 shares; 2025Q1: 14,616 shares; 2025Q2: 15,016 shares; 2025Q3: 15,016 shares 15,016 $992K 0.08% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 19,752 shares; 2025Q1: 19,305 shares; 2025Q2: 22,964 shares; 2025Q3: 24,998 shares 24,998 $990K 0.08% +2,034 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,592 shares; 2025Q1: 12,186 shares; 2025Q2: 14,156 shares; 2025Q3: 15,143 shares 15,143 $984K 0.08% +987 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,795 shares; 2024Q4: 10,795 shares; 2025Q1: 10,795 shares; 2025Q2: 10,750 shares; 2025Q3: 9,634 shares 9,634 $958K 0.08% -1,116 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,282 shares; 2025Q3: 2,057 shares 2,057 $940K 0.07% -225 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: 44,084 shares; 2024Q4: 34,424 shares; 2025Q1: 36,577 shares; 2025Q2: 38,086 shares; 2025Q3: 36,131 shares 36,131 $921K 0.07% -1,955 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 6,949 shares; 2025Q1: 9,343 shares; 2025Q2: 16,874 shares; 2025Q3: 21,057 shares 21,057 $900K 0.07% +4,183 Timeline Microport Scientific Corp. Microport Scientific Corp. More: the full row for Microport Scientific Corp. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,000 shares; 2024Q4: 504,670 shares; 2025Q1: 504,670 shares; 2025Q2: 504,670 shares; 2025Q3: 504,670 shares 504,670 $894K 0.07% 0 ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 7,729 shares; 2025Q1: 7,729 shares; 2025Q2: 7,512 shares; 2025Q3: 7,512 shares 7,512 $890K 0.07% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 7,824 shares; 2025Q1: 7,571 shares; 2025Q2: 7,571 shares; 2025Q3: 7,572 shares 7,572 $885K 0.07% +1 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,802 shares; 2024Q4: 15,255 shares; 2025Q1: 14,930 shares; 2025Q2: 18,834 shares; 2025Q3: 18,834 shares 18,834 $882K 0.07% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,847 shares; 2024Q4: 23,847 shares; 2025Q1: 23,847 shares; 2025Q2: 23,847 shares; 2025Q3: 19,683 shares 19,683 $865K 0.07% -4,164 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: 3,382 shares; 2024Q4: 3,667 shares; 2025Q1: 3,812 shares; 2025Q2: 3,667 shares; 2025Q3: 4,157 shares 4,157 $851K 0.07% +490 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 17,776 shares; 2025Q1: 16,592 shares; 2025Q2: 17,318 shares; 2025Q3: 16,752 shares 16,752 $849K 0.07% -566 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 26,128 shares 26,128 $839K 0.07% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,474 shares; 2025Q1: 4,601 shares; 2025Q2: 5,367 shares; 2025Q3: 5,367 shares 5,367 $833K 0.07% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,302 shares 32,302 $807K 0.06% new 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: 2,334 shares; 2024Q4: 3,559 shares; 2025Q1: 5,201 shares; 2025Q2: 5,176 shares; 2025Q3: 5,176 shares 5,176 $803K 0.06% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 4,562 shares; 2025Q1: 4,707 shares; 2025Q2: 4,587 shares; 2025Q3: 13,185 shares 13,185 $801K 0.06% +8,598 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,967 shares; 2024Q4: 20,504 shares; 2025Q1: 20,699 shares; 2025Q2: 20,843 shares; 2025Q3: 20,849 shares 20,849 $798K 0.06% +6 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,633 shares 15,633 $790K 0.06% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,077 shares; 2024Q4: 60,520 shares; 2025Q1: 50,128 shares; 2025Q2: 16,394 shares; 2025Q3: 5,546 shares 5,546 $785K 0.06% -10,848 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,414 shares; 2024Q4: 8,149 shares; 2025Q1: 9,191 shares; 2025Q2: 9,665 shares; 2025Q3: 13,580 shares 13,580 $781K 0.06% +3,915 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,741 shares; 2025Q1: 10,201 shares; 2025Q2: 9,714 shares; 2025Q3: 9,714 shares 9,714 $776K 0.06% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 2,461 shares 2,461 $758K 0.06% -475 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.06% 0 Timeline JMST 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: 17,813 shares; 2025Q1: 19,132 shares; 2025Q2: 21,107 shares; 2025Q3: 14,746 shares 14,746 $753K 0.06% -6,361 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,385 shares; 2024Q4: 29,936 shares; 2025Q1: 29,936 shares; 2025Q2: 28,993 shares; 2025Q3: 29,238 shares 29,238 $753K 0.06% +245 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: 2,538 shares; 2024Q4: 2,539 shares; 2025Q1: 2,533 shares; 2025Q2: 2,509 shares; 2025Q3: 2,510 shares 2,510 $747K 0.06% +1 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: 8,374 shares; 2024Q4: 8,373 shares; 2025Q1: 8,373 shares; 2025Q2: 8,373 shares; 2025Q3: 8,359 shares 8,359 $727K 0.06% -14 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: 8,568 shares; 2024Q4: 9,158 shares; 2025Q1: 9,158 shares; 2025Q2: 8,838 shares; 2025Q3: 8,108 shares 8,108 $724K 0.06% -730 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: 13,708 shares; 2024Q4: 12,377 shares; 2025Q1: 12,138 shares; 2025Q2: 12,139 shares; 2025Q3: 13,352 shares 13,352 $723K 0.06% +1,213 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: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 3,253 shares 3,253 $718K 0.06% 0 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: 2,518 shares; 2024Q4: 2,518 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares; 2025Q3: 2,526 shares 2,526 $712K 0.06% +8 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,025 shares; 2025Q1: 11,715 shares; 2025Q2: 10,605 shares; 2025Q3: 7,425 shares 7,425 $711K 0.06% -3,180 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: 11,380 shares; 2024Q4: 11,508 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares; 2025Q3: 11,373 shares 11,373 $710K 0.06% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,352 shares; 2025Q1: 5,506 shares; 2025Q2: 4,810 shares; 2025Q3: 4,872 shares 4,872 $710K 0.06% +62 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,565 shares; 2025Q3: 3,550 shares 3,550 $708K 0.06% -15 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: 3,662 shares; 2024Q4: 4,262 shares; 2025Q1: 4,163 shares; 2025Q2: 4,142 shares; 2025Q3: 4,226 shares 4,226 $707K 0.06% +84 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,320 shares; 2025Q1: 1,520 shares; 2025Q2: 1,491 shares; 2025Q3: 1,441 shares 1,441 $707K 0.06% -50 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: 9,628 shares; 2024Q4: 9,517 shares; 2025Q1: 9,577 shares; 2025Q2: 10,577 shares; 2025Q3: 10,657 shares 10,657 $703K 0.06% +80 Timeline RWL 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: 6,754 shares; 2024Q4: 6,359 shares; 2025Q1: 6,264 shares; 2025Q2: 6,268 shares; 2025Q3: 6,272 shares 6,272 $694K 0.06% +4 Timeline VTHR 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: 2,485 shares; 2024Q4: 2,429 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,356 shares 2,356 $693K 0.06% -137 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,968 shares; 2025Q1: 10,385 shares; 2025Q2: 16,281 shares; 2025Q3: 18,845 shares 18,845 $684K 0.05% +2,564 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: 25,944 shares; 2024Q4: 25,085 shares; 2025Q1: 24,112 shares; 2025Q2: 24,354 shares; 2025Q3: 24,065 shares 24,065 $680K 0.05% -289 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,051 shares; 2025Q2: 6,889 shares; 2025Q3: 9,189 shares 9,189 $669K 0.05% +2,300 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,586 shares; 2025Q2: 1,486 shares; 2025Q3: 1,492 shares 1,492 $667K 0.05% +6 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 6,250 shares; 2025Q3: 6,112 shares 6,112 $665K 0.05% -138 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: 7,307 shares; 2024Q4: 7,273 shares; 2025Q1: 7,274 shares; 2025Q2: 6,925 shares; 2025Q3: 6,926 shares 6,926 $661K 0.05% +1 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: 3,190 shares; 2024Q4: 3,190 shares; 2025Q1: 2,770 shares; 2025Q2: 2,710 shares; 2025Q3: 2,630 shares 2,630 $661K 0.05% -80 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,558 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,385 shares 1,385 $658K 0.05% -26 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,129 shares; 2025Q1: 3,029 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares 3,121 $657K 0.05% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,040 shares; 2024Q4: 14,040 shares; 2025Q1: 14,040 shares; 2025Q2: 14,040 shares; 2025Q3: 14,393 shares 14,393 $641K 0.05% +353 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: 9,905 shares; 2024Q4: 10,651 shares; 2025Q1: 10,651 shares; 2025Q2: 10,651 shares; 2025Q3: 10,731 shares 10,731 $636K 0.05% +80 TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 8,363 shares; 2025Q1: 9,104 shares; 2025Q2: 15,119 shares; 2025Q3: 15,119 shares 15,119 $634K 0.05% 0 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: 11,724 shares; 2024Q4: 6,948 shares; 2025Q1: 2,253 shares; 2025Q2: 573 shares; 2025Q3: 645 shares 645 $624K 0.05% +72 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: 5,397 shares; 2024Q4: 5,401 shares; 2025Q1: 5,241 shares; 2025Q2: 5,594 shares; 2025Q3: 5,596 shares 5,596 $619K 0.05% +2 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: 7,721 shares; 2024Q4: 9,094 shares; 2025Q1: 8,564 shares; 2025Q2: 7,954 shares; 2025Q3: 8,574 shares 8,574 $613K 0.05% +620 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 20,382 shares; 2025Q1: 20,382 shares; 2025Q2: 20,382 shares; 2025Q3: 20,382 shares 20,382 $604K 0.05% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares 1,498 $603K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 6,342 shares; 2025Q1: 5,535 shares; 2025Q2: 5,735 shares; 2025Q3: 5,185 shares 5,185 $594K 0.05% -550 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,478 shares; 2025Q3: 6,615 shares 6,615 $592K 0.05% +137 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,035 shares; 2025Q1: 2,545 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares 2,495 $589K 0.05% 0 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: 10,734 shares; 2024Q4: 10,734 shares; 2025Q1: 11,234 shares; 2025Q2: 11,254 shares; 2025Q3: 11,254 shares 11,254 $581K 0.05% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,710 shares; 2024Q4: 8,860 shares; 2025Q1: 8,860 shares; 2025Q2: 8,860 shares; 2025Q3: 8,860 shares 8,860 $573K 0.05% 0 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: 6,299 shares; 2024Q4: 6,532 shares; 2025Q1: 6,330 shares; 2025Q2: 7,830 shares; 2025Q3: 7,435 shares 7,435 $561K 0.04% -395 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: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,469 shares; 2025Q2: 2,534 shares; 2025Q3: 2,349 shares 2,349 $555K 0.04% -185 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: 1,695 shares; 2024Q4: 1,795 shares; 2025Q1: 1,749 shares; 2025Q2: 2,133 shares; 2025Q3: 1,963 shares 1,963 $554K 0.04% -170 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,323 shares; 2025Q1: 3,753 shares; 2025Q2: 5,744 shares; 2025Q3: 7,286 shares 7,286 $554K 0.04% +1,542 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: 3,543 shares; 2024Q4: 3,294 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 2,631 shares 2,631 $549K 0.04% -664 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,665 shares; 2024Q4: 11,734 shares; 2025Q1: 11,705 shares; 2025Q2: 11,724 shares; 2025Q3: 11,957 shares 11,957 $548K 0.04% +233 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: 3,493 shares; 2024Q4: 3,493 shares; 2025Q1: 3,493 shares; 2025Q2: 3,493 shares; 2025Q3: 3,524 shares 3,524 $544K 0.04% +31 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: 5,708 shares; 2024Q4: 5,833 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 5,833 shares 5,833 $533K 0.04% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 239 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares 228 $533K 0.04% 0 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: 5,800 shares; 2024Q4: 5,931 shares; 2025Q1: 5,628 shares; 2025Q2: 5,628 shares; 2025Q3: 5,628 shares 5,628 $532K 0.04% 0 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: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 8,981 shares 8,981 $527K 0.04% -1,134 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,901 shares; 2024Q4: 18,898 shares; 2025Q1: 14,289 shares; 2025Q2: 10,279 shares; 2025Q3: 9,476 shares 9,476 $526K 0.04% -803 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,917 shares; 2025Q1: 5,107 shares; 2025Q2: 5,067 shares; 2025Q3: 5,017 shares 5,017 $524K 0.04% -50 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: 11,435 shares; 2024Q4: 9,396 shares; 2025Q1: 5,827 shares; 2025Q2: 7,251 shares; 2025Q3: 8,697 shares 8,697 $521K 0.04% +1,446 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,064 shares; 2024Q4: 9,592 shares; 2025Q1: 10,952 shares; 2025Q2: 13,785 shares; 2025Q3: 5,749 shares 5,749 $516K 0.04% -8,036 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: 10,930 shares; 2024Q4: 10,975 shares; 2025Q1: 4,785 shares; 2025Q2: 2,585 shares; 2025Q3: 3,040 shares 3,040 $509K 0.04% +455 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 9,964 shares; 2025Q1: 9,964 shares; 2025Q2: 9,964 shares; 2025Q3: 9,964 shares 9,964 $505K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,283 shares; 2024Q4: 38,320 shares; 2025Q1: 5,199 shares; 2025Q2: 4,194 shares; 2025Q3: 3,618 shares 3,618 $492K 0.04% -576 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares 1,587 $491K 0.04% 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: 2,276 shares; 2024Q4: 2,283 shares; 2025Q1: 3,214 shares; 2025Q2: 3,221 shares; 2025Q3: 3,228 shares 3,228 $491K 0.04% +7 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 5,422 shares; 2025Q1: 5,422 shares; 2025Q2: 5,422 shares; 2025Q3: 5,422 shares 5,422 $490K 0.04% 0 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: 4,091 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares 2,523 $486K 0.04% 0 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: 5,111 shares; 2024Q4: 5,350 shares; 2025Q1: 5,150 shares; 2025Q2: 5,350 shares; 2025Q3: 5,050 shares 5,050 $479K 0.04% -300 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: 6,059 shares; 2024Q4: 5,993 shares; 2025Q1: 2,093 shares; 2025Q2: 3,093 shares; 2025Q3: 2,943 shares 2,943 $476K 0.04% -150 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,738 shares; 2025Q3: 1,560 shares 1,560 $469K 0.04% -178 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares 2,170 $461K 0.04% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,606 shares; 2025Q1: 1,568 shares; 2025Q2: 1,669 shares; 2025Q3: 1,606 shares 1,606 $448K 0.04% -63 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 7,531 shares; 2025Q1: 5,481 shares; 2025Q2: 3,631 shares; 2025Q3: 4,012 shares 4,012 $445K 0.04% +381 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares 780 $441K 0.04% 0 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: 3,207 shares; 2024Q4: 3,344 shares; 2025Q1: 3,438 shares; 2025Q2: 3,661 shares; 2025Q3: 4,206 shares 4,206 $440K 0.03% +545 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS 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: 5,100 shares; 2025Q3: 8,400 shares 8,400 $434K 0.03% +3,300 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,507 shares; 2025Q1: 3,605 shares; 2025Q2: 3,585 shares; 2025Q3: 3,585 shares 3,585 $433K 0.03% 0 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,832 shares; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 3,868 shares; 2025Q3: 3,908 shares 3,908 $429K 0.03% +40 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,500 shares 11,500 $428K 0.03% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,600 shares 11,600 $427K 0.03% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,008 shares; 2025Q1: 1,051 shares; 2025Q2: 928 shares; 2025Q3: 928 shares 928 $424K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 682 shares 682 $419K 0.03% +73 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 10,536 shares; 2025Q1: 9,375 shares; 2025Q2: 9,375 shares; 2025Q3: 9,293 shares 9,293 $415K 0.03% -82 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 920 shares; 2025Q3: 870 shares 870 $415K 0.03% -50 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,160 shares; 2025Q3: 3,420 shares 3,420 $410K 0.03% +260 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,824 shares; 2024Q4: 9,139 shares; 2025Q1: 4,692 shares; 2025Q2: 4,777 shares; 2025Q3: 6,121 shares 6,121 $398K 0.03% +1,344 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares 1,900 $398K 0.03% 0 Timeline JMEE 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: 9,355 shares; 2024Q4: 12,812 shares; 2025Q1: 11,558 shares; 2025Q2: 8,228 shares; 2025Q3: 6,244 shares 6,244 $396K 0.03% -1,984 Timeline FNDA 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: 5,485 shares; 2024Q4: 12,421 shares; 2025Q1: 9,961 shares; 2025Q2: 12,421 shares; 2025Q3: 12,421 shares 12,421 $387K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares 4,175 $371K 0.03% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,837 shares 2,837 $370K 0.03% +40 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: 870 shares; 2024Q4: 822 shares; 2025Q1: 783 shares; 2025Q2: 784 shares; 2025Q3: 739 shares 739 $369K 0.03% -45 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: 3,920 shares; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 3,936 shares; 2025Q3: 3,936 shares 3,936 $367K 0.03% 0 Timeline REZ 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: 4,737 shares; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 4,318 shares 4,318 $367K 0.03% -490 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,316 shares 4,316 $365K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,543 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 2,778 shares 2,778 $364K 0.03% -765 Timeline FLQM 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: not reported; 2025Q1: not reported; 2025Q2: 5,368 shares; 2025Q3: 6,364 shares 6,364 $359K 0.03% +996 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 3,555 shares; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares 3,555 $355K 0.03% 0 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: 623 shares; 2024Q4: 583 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 583 shares 583 $355K 0.03% -60 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $352K 0.03% 0 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: 2,560 shares; 2024Q4: 2,481 shares; 2025Q1: 2,457 shares; 2025Q2: 1,973 shares; 2025Q3: 1,874 shares 1,874 $351K 0.03% -99 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: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,165 shares; 2025Q2: 1,365 shares; 2025Q3: 1,165 shares 1,165 $350K 0.03% -200 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: 8,133 shares; 2024Q4: 8,291 shares; 2025Q1: 7,742 shares; 2025Q2: 7,955 shares; 2025Q3: 7,942 shares 7,942 $349K 0.03% -13 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,070 shares; 2024Q4: 8,070 shares; 2025Q1: 8,076 shares; 2025Q2: 8,079 shares; 2025Q3: 8,082 shares 8,082 $342K 0.03% +3 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,041 shares 13,041 $337K 0.03% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 1,719 shares 1,719 $337K 0.03% -125 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: 1,427 shares; 2024Q4: 1,442 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares 1,368 $336K 0.03% 0 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: 842 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 888 shares 888 $328K 0.03% 0 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,345 shares; 2025Q3: 2,385 shares 2,385 $322K 0.03% +40 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: 3,873 shares; 2024Q4: 3,513 shares; 2025Q1: 3,513 shares; 2025Q2: 3,513 shares; 2025Q3: 3,525 shares 3,525 $316K 0.03% +12 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: 909 shares; 2024Q4: 921 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 914 shares 914 $312K 0.02% +34 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares 970 $308K 0.02% 0 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: not reported; 2024Q4: 1,595 shares; 2025Q1: 2,320 shares; 2025Q2: 2,130 shares; 2025Q3: 2,155 shares 2,155 $305K 0.02% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 280 shares 280 $302K 0.02% +15 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,192 shares 4,192 $302K 0.02% +70 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: 2,190 shares; 2024Q4: 2,190 shares; 2025Q1: 2,423 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares 2,416 $299K 0.02% 0 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: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares 2,088 $297K 0.02% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares 1,056 $296K 0.02% 0 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: 5,972 shares; 2024Q4: 6,407 shares; 2025Q1: 6,357 shares; 2025Q2: 6,532 shares; 2025Q3: 6,532 shares 6,532 $295K 0.02% 0 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: 5,762 shares; 2024Q4: 5,566 shares; 2025Q1: not reported; 2025Q2: 2,382 shares; 2025Q3: 3,000 shares 3,000 $294K 0.02% +618 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,023 shares; 2025Q3: 2,007 shares 2,007 $292K 0.02% -16 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: not reported; 2024Q4: 1,825 shares; 2025Q1: 1,755 shares; 2025Q2: 1,872 shares; 2025Q3: 1,833 shares 1,833 $291K 0.02% -39 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,228 shares 1,228 $291K 0.02% +20 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,678 shares; 2024Q4: 17,947 shares; 2025Q1: 17,947 shares; 2025Q2: 17,947 shares; 2025Q3: 18,247 shares 18,247 $291K 0.02% +300 Timeline VEOEY VEOLIA ENVIRONNEMENT-ADR More: the full row for VEOLIA ENVIRONNEMENT-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,150 shares; 2024Q4: 16,455 shares; 2025Q1: 16,455 shares; 2025Q2: 16,455 shares; 2025Q3: 16,745 shares 16,745 $286K 0.02% +290 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: 3,883 shares; 2024Q4: 3,883 shares; 2025Q1: 3,160 shares; 2025Q2: 3,887 shares; 2025Q3: 3,399 shares 3,399 $285K 0.02% -488 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,177 shares; 2025Q3: 12,487 shares 12,487 $285K 0.02% +310 Timeline ICF 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: 5,573 shares; 2024Q4: 5,573 shares; 2025Q1: 5,573 shares; 2025Q2: 5,573 shares; 2025Q3: 4,591 shares 4,591 $283K 0.02% -982 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,198 shares 2,198 $282K 0.02% +40 Timeline ITA 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: 1,344 shares; 2024Q4: not reported; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares; 2025Q3: 1,344 shares 1,344 $281K 0.02% 0 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,911 shares 4,911 $280K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 3,864 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 3,864 shares 3,864 $275K 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: 1,472 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,376 shares; 2025Q3: 1,006 shares 1,006 $274K 0.02% -370 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares 1,390 $272K 0.02% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,383 shares; 2025Q1: 4,383 shares; 2025Q2: 4,383 shares; 2025Q3: 4,468 shares 4,468 $268K 0.02% +85 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares 990 $267K 0.02% 0 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: 7,551 shares; 2024Q4: 7,551 shares; 2025Q1: 7,509 shares; 2025Q2: 7,509 shares; 2025Q3: 7,509 shares 7,509 $267K 0.02% 0 Timeline SSREY SWISS RE LTD SPON ADR (CHE) More: the full row for SWISS RE LTD SPON ADR (CHE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,629 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares; 2025Q3: 5,739 shares 5,739 $266K 0.02% +110 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: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares 2,725 $265K 0.02% 0 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: 2,365 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 1,898 shares 1,898 $264K 0.02% +53 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares 2,386 $263K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 2,178 shares; 2025Q1: 1,961 shares; 2025Q2: 1,961 shares; 2025Q3: 1,284 shares 1,284 $261K 0.02% -677 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: 2,110 shares; 2024Q4: 2,028 shares; 2025Q1: 1,748 shares; 2025Q2: 1,698 shares; 2025Q3: 1,559 shares 1,559 $259K 0.02% -139 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,845 shares; 2024Q4: 4,945 shares; 2025Q1: 4,945 shares; 2025Q2: 4,945 shares; 2025Q3: 4,945 shares 4,945 $259K 0.02% 0 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: 5,074 shares; 2024Q4: 5,149 shares; 2025Q1: 4,291 shares; 2025Q2: 4,319 shares; 2025Q3: 3,819 shares 3,819 $258K 0.02% -500 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: 238 shares; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: 211 shares; 2025Q3: 220 shares 220 $256K 0.02% +9 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,595 shares; 2025Q3: 3,215 shares 3,215 $256K 0.02% +620 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,021 shares; 2025Q3: 5,801 shares 5,801 $255K 0.02% -220 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares 2,253 $253K 0.02% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 523 shares 523 $253K 0.02% +3 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: not reported; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares 2,194 $251K 0.02% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP 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: not reported; 2025Q2: 6,020 shares; 2025Q3: 6,130 shares 6,130 $251K 0.02% +110 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,831 shares; 2025Q2: not reported; 2025Q3: 766 shares 766 $248K 0.02% new 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: 13,604 shares; 2024Q4: 11,875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,373 shares 7,373 $247K 0.02% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,835 shares 2,835 $247K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,249 shares 1,249 $245K 0.02% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 2,547 shares 2,547 $243K 0.02% new 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: 22,628 shares; 2024Q4: 22,709 shares; 2025Q1: 23,755 shares; 2025Q2: 4,718 shares; 2025Q3: 702 shares 702 $242K 0.02% -4,016 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: 3,180 shares; 2025Q3: 3,320 shares 3,320 $241K 0.02% +140 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 1,885 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares 1,340 $240K 0.02% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares 1,215 $240K 0.02% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $239K 0.02% 0 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: 821 shares; 2024Q4: 710 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 668 shares 668 $236K 0.02% -152 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: 2,830 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 4,929 shares; 2025Q3: 4,719 shares 4,719 $231K 0.02% -210 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,705 shares 6,705 $229K 0.02% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 13,735 shares; 2025Q1: 13,735 shares; 2025Q2: 13,735 shares; 2025Q3: 14,065 shares 14,065 $229K 0.02% +330 Timeline QDF 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: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: not reported; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares 2,875 $228K 0.02% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 11,755 shares; 2025Q1: 10,946 shares; 2025Q2: 11,820 shares; 2025Q3: 12,405 shares 12,405 $226K 0.02% +585 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,814 shares 2,814 $225K 0.02% new 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: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 1,983 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares 1,122 $222K 0.02% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,704 shares; 2025Q1: not reported; 2025Q2: 3,408 shares; 2025Q3: 3,408 shares 3,408 $222K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,446 shares; 2024Q4: 6,130 shares; 2025Q1: 7,698 shares; 2025Q2: 9,938 shares; 2025Q3: 9,226 shares 9,226 $212K 0.02% -712 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 209 shares; 2025Q3: 223 shares 223 $205K 0.02% +14 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,823 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,465 shares 2,465 $205K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,439 shares 1,439 $204K 0.02% new Timeline SPXV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,770 shares 2,770 $203K 0.02% new Timeline MHGVY MOWI ASA ADR (NORWAY) More: the full row for MOWI ASA ADR (NORWAY) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,545 shares 9,545 $202K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 411 shares 411 $202K 0.02% +30 Timeline Gainbridge - SteadyPace 10y… Gainbridge - SteadyPace 10yr MYGA More: the full row for Gainbridge - SteadyPace 10yr MYGA 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: 139,484 shares 139,484 $139K 0.01% new BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 15,874 shares; 2025Q1: 15,874 shares; 2025Q2: 15,874 shares; 2025Q3: 15,874 shares 15,874 $139K 0.01% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,010 shares; 2024Q4: 12,829 shares; 2025Q1: 12,829 shares; 2025Q2: 12,829 shares; 2025Q3: 14,129 shares 14,129 $107K 0.01% +1,300 Timeline Kitwave Group PLC Kitwave Group PLC More: the full row for Kitwave Group PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 11,029 shares; 2025Q1: not reported; 2025Q2: 11,029 shares; 2025Q3: 11,029 shares 11,029 $34.1K <0.01% 0