EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,727 shares; 2024Q4: 53,580 shares; 2025Q1: 128,628 shares; 2025Q2: 60,348 shares; 2025Q3: 58,718 shares 58,718 $3.14M 0.02% -1,630 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,427 shares; 2025Q1: 3,388 shares; 2025Q2: 3,327 shares; 2025Q3: 3,289 shares 3,289 $3.14M 0.02% -38 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 92,879 shares 92,879 $3.13M 0.02% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,827 shares; 2024Q4: 14,324 shares; 2025Q1: 34,878 shares; 2025Q2: 72,070 shares; 2025Q3: 92,986 shares 92,986 $3.13M 0.02% +20,916 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 4,015 shares; 2025Q1: 4,917 shares; 2025Q2: 4,845 shares; 2025Q3: 23,984 shares 23,984 $3.11M 0.02% +19,139 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: 29,234 shares; 2024Q4: 23,185 shares; 2025Q1: 15,660 shares; 2025Q2: 18,716 shares; 2025Q3: 22,307 shares 22,307 $3.1M 0.02% +3,591 Timeline STPZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,305 shares; 2025Q3: 56,958 shares 56,958 $3.09M 0.02% +5,653 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: 9,452 shares; 2024Q4: 9,586 shares; 2025Q1: 24,853 shares; 2025Q2: 25,062 shares; 2025Q3: 25,434 shares 25,434 $3.08M 0.02% +372 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: 7,428 shares; 2024Q4: 8,046 shares; 2025Q1: 7,626 shares; 2025Q2: 7,490 shares; 2025Q3: 8,826 shares 8,826 $3.06M 0.02% +1,336 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,761 shares; 2024Q4: 29,523 shares; 2025Q1: 29,216 shares; 2025Q2: 29,532 shares; 2025Q3: 29,870 shares 29,870 $3.05M 0.02% +338 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: 4,491 shares; 2024Q4: 4,153 shares; 2025Q1: 4,421 shares; 2025Q2: 4,981 shares; 2025Q3: 6,180 shares 6,180 $3.04M 0.02% +1,199 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,251 shares; 2025Q3: 72,558 shares 72,558 $3.03M 0.02% +14,307 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: 27,325 shares; 2024Q4: 27,479 shares; 2025Q1: 26,649 shares; 2025Q2: 26,149 shares; 2025Q3: 25,941 shares 25,941 $3.03M 0.02% -208 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,354 shares; 2024Q4: 11,314 shares; 2025Q1: 11,564 shares; 2025Q2: 11,389 shares; 2025Q3: 11,600 shares 11,600 $3.02M 0.02% +211 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,621 shares; 2024Q4: 32,824 shares; 2025Q1: 36,293 shares; 2025Q2: 34,998 shares; 2025Q3: 35,649 shares 35,649 $3M 0.02% +651 Timeline AIRR 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: 28,558 shares; 2024Q4: 29,271 shares; 2025Q1: 29,364 shares; 2025Q2: 30,589 shares; 2025Q3: 30,893 shares 30,893 $2.99M 0.02% +304 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,097 shares; 2024Q4: 26,382 shares; 2025Q1: 26,658 shares; 2025Q2: 25,612 shares; 2025Q3: 34,264 shares 34,264 $2.97M 0.02% +8,652 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,775 shares; 2024Q4: 22,947 shares; 2025Q1: 24,079 shares; 2025Q2: 24,318 shares; 2025Q3: 24,457 shares 24,457 $2.97M 0.02% +139 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,567 shares; 2024Q4: 44,875 shares; 2025Q1: 33,474 shares; 2025Q2: 31,724 shares; 2025Q3: 30,723 shares 30,723 $2.97M 0.02% -1,001 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,716 shares; 2024Q4: 7,283 shares; 2025Q1: 7,719 shares; 2025Q2: 8,582 shares; 2025Q3: 9,713 shares 9,713 $2.97M 0.02% +1,131 Timeline IQDG 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: 81,881 shares; 2024Q4: 84,398 shares; 2025Q1: 82,881 shares; 2025Q2: 79,355 shares; 2025Q3: 74,385 shares 74,385 $2.97M 0.02% -4,970 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,646 shares; 2024Q4: 36,099 shares; 2025Q1: 35,522 shares; 2025Q2: 30,162 shares; 2025Q3: 31,401 shares 31,401 $2.96M 0.02% +1,239 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,325 shares; 2025Q1: 233,750 shares; 2025Q2: 254,750 shares; 2025Q3: 256,250 shares 256,250 $2.96M 0.02% +1,500 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: 6,645 shares; 2024Q4: 6,663 shares; 2025Q1: 6,713 shares; 2025Q2: 6,695 shares; 2025Q3: 6,734 shares 6,734 $2.93M 0.02% +39 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,118 shares; 2024Q4: 17,133 shares; 2025Q1: 16,512 shares; 2025Q2: 16,428 shares; 2025Q3: 16,451 shares 16,451 $2.93M 0.02% +23 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,914 shares; 2024Q4: 28,967 shares; 2025Q1: 33,289 shares; 2025Q2: 34,396 shares; 2025Q3: 34,668 shares 34,668 $2.92M 0.02% +272 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,381 shares; 2024Q4: 129,903 shares; 2025Q1: 129,265 shares; 2025Q2: 128,425 shares; 2025Q3: 131,054 shares 131,054 $2.92M 0.02% +2,629 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: 13,055 shares; 2024Q4: 13,921 shares; 2025Q1: 13,171 shares; 2025Q2: 13,202 shares; 2025Q3: 14,843 shares 14,843 $2.91M 0.02% +1,641 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: 46,659 shares; 2024Q4: 42,891 shares; 2025Q1: 41,750 shares; 2025Q2: 47,820 shares; 2025Q3: 47,098 shares 47,098 $2.9M 0.02% -722 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,536 shares; 2024Q4: 17,619 shares; 2025Q1: 20,347 shares; 2025Q2: 22,891 shares; 2025Q3: 23,098 shares 23,098 $2.9M 0.02% +207 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,508 shares; 2024Q4: 37,117 shares; 2025Q1: 33,279 shares; 2025Q2: 31,569 shares; 2025Q3: 32,424 shares 32,424 $2.88M 0.02% +855 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,979 shares; 2024Q4: 24,680 shares; 2025Q1: 23,095 shares; 2025Q2: 22,143 shares; 2025Q3: 19,680 shares 19,680 $2.88M 0.02% -2,463 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,662 shares; 2024Q4: 18,510 shares; 2025Q1: 19,103 shares; 2025Q2: 20,187 shares; 2025Q3: 21,896 shares 21,896 $2.87M 0.02% +1,709 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,055 shares; 2024Q4: 43,773 shares; 2025Q1: 34,433 shares; 2025Q2: 38,955 shares; 2025Q3: 51,966 shares 51,966 $2.87M 0.02% +13,011 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,425 shares; 2024Q4: 17,267 shares; 2025Q1: 16,718 shares; 2025Q2: 16,593 shares; 2025Q3: 15,344 shares 15,344 $2.87M 0.02% -1,249 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: 61,759 shares; 2024Q4: 64,621 shares; 2025Q1: 59,428 shares; 2025Q2: 61,380 shares; 2025Q3: 62,168 shares 62,168 $2.86M 0.02% +788 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,309 shares; 2024Q4: 20,145 shares; 2025Q1: 20,131 shares; 2025Q2: 20,516 shares; 2025Q3: 20,506 shares 20,506 $2.85M 0.02% -10 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,704 shares; 2024Q4: 48,306 shares; 2025Q1: 58,099 shares; 2025Q2: 68,044 shares; 2025Q3: 72,452 shares 72,452 $2.85M 0.02% +4,408 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,337 shares; 2024Q4: 39,862 shares; 2025Q1: 39,928 shares; 2025Q2: 36,574 shares; 2025Q3: 35,467 shares 35,467 $2.84M 0.02% -1,107 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,246 shares; 2024Q4: 50,332 shares; 2025Q1: 52,378 shares; 2025Q2: 51,255 shares; 2025Q3: 59,650 shares 59,650 $2.84M 0.02% +8,395 Timeline IGLB 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: 59,810 shares; 2025Q1: 64,559 shares; 2025Q2: 49,742 shares; 2025Q3: 55,114 shares 55,114 $2.84M 0.02% +5,372 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 4,404 shares; 2025Q1: 4,617 shares; 2025Q2: 4,369 shares; 2025Q3: 5,715 shares 5,715 $2.82M 0.02% +1,346 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,000 shares; 2024Q4: 148,000 shares; 2025Q1: 148,000 shares; 2025Q2: 136,000 shares; 2025Q3: 136,000 shares 136,000 $2.81M 0.02% 0 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,308 shares; 2025Q1: 124,168 shares; 2025Q2: 129,742 shares; 2025Q3: 132,373 shares 132,373 $2.78M 0.02% +2,631 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: 12,157 shares; 2024Q4: 17,101 shares; 2025Q1: 10,371 shares; 2025Q2: 19,363 shares; 2025Q3: 19,708 shares 19,708 $2.78M 0.02% +345 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: 19,882 shares; 2025Q1: 20,451 shares; 2025Q2: 20,912 shares; 2025Q3: 18,933 shares 18,933 $2.76M 0.02% -1,979 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,835 shares; 2024Q4: 90,109 shares; 2025Q1: 91,015 shares; 2025Q2: 104,775 shares; 2025Q3: 144,054 shares 144,054 $2.76M 0.02% +39,279 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 4,282 shares; 2025Q1: 3,993 shares; 2025Q2: 3,736 shares; 2025Q3: 3,622 shares 3,622 $2.75M 0.02% -114 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,697 shares; 2024Q4: 13,227 shares; 2025Q1: 14,767 shares; 2025Q2: 13,963 shares; 2025Q3: 11,946 shares 11,946 $2.74M 0.02% -2,017 Timeline EPR PPTYS EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,877 shares; 2024Q4: 118,702 shares; 2025Q1: 116,327 shares; 2025Q2: 114,512 shares; 2025Q3: 106,907 shares 106,907 $2.72M 0.02% -7,605 HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,247 shares; 2024Q4: 19,497 shares; 2025Q1: 19,806 shares; 2025Q2: 18,878 shares; 2025Q3: 20,257 shares 20,257 $2.7M 0.02% +1,379 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,996 shares; 2024Q4: 48,633 shares; 2025Q1: 50,233 shares; 2025Q2: 50,427 shares; 2025Q3: 51,496 shares 51,496 $2.7M 0.02% +1,069 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,677 shares; 2024Q4: 19,962 shares; 2025Q1: 15,230 shares; 2025Q2: 14,840 shares; 2025Q3: 14,012 shares 14,012 $2.69M 0.02% -828 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,420 shares; 2024Q4: 38,350 shares; 2025Q1: 36,160 shares; 2025Q2: 33,964 shares; 2025Q3: 34,514 shares 34,514 $2.69M 0.02% +550 Timeline AFLG 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: 68,456 shares; 2025Q2: 68,267 shares; 2025Q3: 69,120 shares 69,120 $2.68M 0.02% +853 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: 13,752 shares; 2024Q4: 14,040 shares; 2025Q1: 15,709 shares; 2025Q2: 16,539 shares; 2025Q3: 23,061 shares 23,061 $2.64M 0.02% +6,522 Timeline QQQM 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: 7,246 shares; 2024Q4: 9,029 shares; 2025Q1: 10,130 shares; 2025Q2: 10,279 shares; 2025Q3: 10,674 shares 10,674 $2.64M 0.02% +395 Timeline VDC 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: 12,715 shares; 2024Q4: 12,202 shares; 2025Q1: 12,244 shares; 2025Q2: 12,710 shares; 2025Q3: 12,334 shares 12,334 $2.64M 0.02% -376 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: 11,432 shares; 2024Q4: 12,404 shares; 2025Q1: 12,934 shares; 2025Q2: 14,803 shares; 2025Q3: 17,056 shares 17,056 $2.63M 0.02% +2,253 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,127 shares; 2024Q4: 37,616 shares; 2025Q1: 34,478 shares; 2025Q2: 34,715 shares; 2025Q3: 34,265 shares 34,265 $2.63M 0.02% -450 Timeline PDP 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: 21,649 shares; 2024Q4: 23,076 shares; 2025Q1: 22,938 shares; 2025Q2: 22,508 shares; 2025Q3: 22,264 shares 22,264 $2.63M 0.02% -244 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 77,655 shares; 2025Q3: 86,145 shares 86,145 $2.62M 0.02% +8,490 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,684 shares 65,684 $2.61M 0.02% new 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: 79,700 shares; 2024Q4: 85,105 shares; 2025Q1: 91,479 shares; 2025Q2: 98,553 shares; 2025Q3: 101,011 shares 101,011 $2.61M 0.02% +2,458 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: 232,971 shares; 2024Q4: 231,179 shares; 2025Q1: 195,258 shares; 2025Q2: 196,311 shares; 2025Q3: 142,893 shares 142,893 $2.61M 0.02% -53,418 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC 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: 1,356 shares; 2025Q2: 2,392 shares; 2025Q3: 7,502 shares 7,502 $2.59M 0.02% +5,110 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: 9,345 shares; 2024Q4: 9,964 shares; 2025Q1: 11,016 shares; 2025Q2: 10,879 shares; 2025Q3: 11,002 shares 11,002 $2.59M 0.02% +123 Timeline GII 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: 5,220 shares; 2024Q4: 5,370 shares; 2025Q1: 4,100 shares; 2025Q2: 25,468 shares; 2025Q3: 37,084 shares 37,084 $2.58M 0.02% +11,616 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,458 shares; 2024Q4: 467,506 shares; 2025Q1: 475,460 shares; 2025Q2: 459,881 shares; 2025Q3: 415,209 shares 415,209 $2.57M 0.02% -44,672 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,186 shares; 2024Q4: 16,236 shares; 2025Q1: 20,107 shares; 2025Q2: 20,004 shares; 2025Q3: 20,611 shares 20,611 $2.54M 0.02% +607 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,569 shares; 2024Q4: 113,049 shares; 2025Q1: 112,941 shares; 2025Q2: 113,240 shares; 2025Q3: 115,951 shares 115,951 $2.54M 0.02% +2,711 Timeline JSCP 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: 59,543 shares; 2024Q4: 57,751 shares; 2025Q1: 57,336 shares; 2025Q2: 56,033 shares; 2025Q3: 53,213 shares 53,213 $2.53M 0.02% -2,820 Timeline SOXX 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: 4,618 shares; 2024Q4: 6,157 shares; 2025Q1: 9,542 shares; 2025Q2: 9,467 shares; 2025Q3: 9,343 shares 9,343 $2.53M 0.02% -124 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,478 shares; 2024Q4: 17,719 shares; 2025Q1: 17,545 shares; 2025Q2: 20,209 shares; 2025Q3: 26,093 shares 26,093 $2.52M 0.02% +5,884 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,380 shares; 2024Q4: 80,628 shares; 2025Q1: 74,999 shares; 2025Q2: 72,715 shares; 2025Q3: 73,911 shares 73,911 $2.51M 0.02% +1,196 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,676 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares 2,675 $2.5M 0.02% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 34,189 shares; 2025Q2: 34,342 shares; 2025Q3: 41,296 shares 41,296 $2.49M 0.02% +6,954 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,801 shares; 2024Q4: 34,973 shares; 2025Q1: 33,525 shares; 2025Q2: 34,148 shares; 2025Q3: 35,566 shares 35,566 $2.49M 0.02% +1,418 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 7,230 shares; 2025Q1: 7,354 shares; 2025Q2: 7,226 shares; 2025Q3: 8,309 shares 8,309 $2.48M 0.02% +1,083 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,294 shares; 2024Q4: 23,108 shares; 2025Q1: 27,986 shares; 2025Q2: 29,314 shares; 2025Q3: 30,030 shares 30,030 $2.47M 0.02% +716 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: 2,880 shares; 2024Q4: 3,206 shares; 2025Q1: 3,735 shares; 2025Q2: 4,980 shares; 2025Q3: 5,164 shares 5,164 $2.46M 0.02% +184 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: 55,842 shares; 2024Q4: 51,712 shares; 2025Q1: 49,072 shares; 2025Q2: 46,347 shares; 2025Q3: 48,452 shares 48,452 $2.46M 0.02% +2,105 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,885 shares; 2024Q4: 228,530 shares; 2025Q1: 222,315 shares; 2025Q2: 236,902 shares; 2025Q3: 244,589 shares 244,589 $2.45M 0.02% +7,687 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,153 shares; 2024Q4: 57,838 shares; 2025Q1: 43,193 shares; 2025Q2: 34,167 shares; 2025Q3: 35,463 shares 35,463 $2.43M 0.02% +1,296 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,211 shares; 2024Q4: 34,228 shares; 2025Q1: 35,988 shares; 2025Q2: 39,368 shares; 2025Q3: 35,821 shares 35,821 $2.41M 0.02% -3,547 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,471 shares; 2024Q4: 47,728 shares; 2025Q1: 45,035 shares; 2025Q2: 43,154 shares; 2025Q3: 45,395 shares 45,395 $2.41M 0.02% +2,241 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,420 shares; 2024Q4: 27,149 shares; 2025Q1: 26,443 shares; 2025Q2: 24,941 shares; 2025Q3: 24,352 shares 24,352 $2.4M 0.02% -589 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,742 shares; 2024Q4: 30,165 shares; 2025Q1: 30,945 shares; 2025Q2: 49,685 shares; 2025Q3: 221,085 shares 221,085 $2.4M 0.02% +171,400 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,605 shares; 2024Q4: 100,087 shares; 2025Q1: 103,121 shares; 2025Q2: 102,509 shares; 2025Q3: 103,715 shares 103,715 $2.39M 0.02% +1,206 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,874 shares; 2024Q4: 46,550 shares; 2025Q1: 45,912 shares; 2025Q2: 47,702 shares; 2025Q3: 47,208 shares 47,208 $2.39M 0.02% -494 Timeline INCE 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: 30,060 shares; 2024Q4: 32,005 shares; 2025Q1: 37,615 shares; 2025Q2: 39,730 shares; 2025Q3: 40,305 shares 40,305 $2.39M 0.02% +575 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: 22,355 shares; 2024Q4: 22,718 shares; 2025Q1: 25,220 shares; 2025Q2: 27,911 shares; 2025Q3: 32,502 shares 32,502 $2.39M 0.02% +4,591 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,652 shares; 2024Q4: 86,103 shares; 2025Q1: 84,917 shares; 2025Q2: 87,851 shares; 2025Q3: 86,789 shares 86,789 $2.38M 0.02% -1,062 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,693 shares; 2024Q4: 59,580 shares; 2025Q1: 64,048 shares; 2025Q2: 56,921 shares; 2025Q3: 50,138 shares 50,138 $2.37M 0.02% -6,783 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,349 shares; 2024Q4: 117,260 shares; 2025Q1: 181,350 shares; 2025Q2: 268,452 shares; 2025Q3: 193,994 shares 193,994 $2.37M 0.02% -74,458 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: 10,158 shares; 2024Q4: 8,740 shares; 2025Q1: 8,630 shares; 2025Q2: 4,670 shares; 2025Q3: 4,862 shares 4,862 $2.36M 0.02% +192 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,871 shares; 2024Q4: 23,935 shares; 2025Q1: 23,947 shares; 2025Q2: 24,414 shares; 2025Q3: 27,643 shares 27,643 $2.34M 0.01% +3,229 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: 25,859 shares; 2024Q4: 36,116 shares; 2025Q1: 36,054 shares; 2025Q2: 37,163 shares; 2025Q3: 30,474 shares 30,474 $2.34M 0.01% -6,689 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: 10,025 shares; 2024Q4: 10,409 shares; 2025Q1: 10,505 shares; 2025Q2: 21,399 shares; 2025Q3: 31,855 shares 31,855 $2.33M 0.01% +10,456 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: 6,810 shares; 2024Q4: 6,468 shares; 2025Q1: 7,211 shares; 2025Q2: 9,162 shares; 2025Q3: 9,472 shares 9,472 $2.33M 0.01% +310 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 3,949 shares; 2025Q1: 13,763 shares; 2025Q2: 13,400 shares; 2025Q3: 13,005 shares 13,005 $2.32M 0.01% -395 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,552 shares; 2024Q4: 20,418 shares; 2025Q1: 21,519 shares; 2025Q2: 20,969 shares; 2025Q3: 20,378 shares 20,378 $2.32M 0.01% -591 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,937 shares; 2024Q4: 16,727 shares; 2025Q1: 16,826 shares; 2025Q2: 79,604 shares; 2025Q3: 89,821 shares 89,821 $2.32M 0.01% +10,217 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: 134,336 shares; 2024Q4: 136,666 shares; 2025Q1: 134,053 shares; 2025Q2: 124,095 shares; 2025Q3: 100,192 shares 100,192 $2.3M 0.01% -23,903 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,847 shares; 2024Q4: 51,409 shares; 2025Q1: 70,857 shares; 2025Q2: 85,681 shares; 2025Q3: 94,630 shares 94,630 $2.3M 0.01% +8,949 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,601 shares; 2024Q4: 204,390 shares; 2025Q1: 224,348 shares; 2025Q2: 226,837 shares; 2025Q3: 207,772 shares 207,772 $2.3M 0.01% -19,065 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,450 shares; 2024Q4: 87,455 shares; 2025Q1: 109,925 shares; 2025Q2: 86,930 shares; 2025Q3: 90,985 shares 90,985 $2.29M 0.01% +4,055 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,619 shares; 2024Q4: 14,324 shares; 2025Q1: 69,812 shares; 2025Q2: 82,857 shares; 2025Q3: 188,468 shares 188,468 $2.28M 0.01% +105,611 Timeline GRID 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: 6,391 shares; 2024Q4: 6,298 shares; 2025Q1: 5,512 shares; 2025Q2: 9,918 shares; 2025Q3: 15,009 shares 15,009 $2.27M 0.01% +5,091 Timeline KNGZ 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: 33,918 shares; 2024Q4: 63,997 shares; 2025Q1: 67,217 shares; 2025Q2: 64,213 shares; 2025Q3: 63,102 shares 63,102 $2.26M 0.01% -1,111 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,392 shares; 2024Q4: 18,879 shares; 2025Q1: 19,377 shares; 2025Q2: 19,340 shares; 2025Q3: 20,277 shares 20,277 $2.25M 0.01% +937 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: 24,011 shares; 2024Q4: 23,217 shares; 2025Q1: 23,213 shares; 2025Q2: 23,729 shares; 2025Q3: 25,057 shares 25,057 $2.24M 0.01% +1,328 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: 51,212 shares; 2024Q4: 32,379 shares; 2025Q1: 26,327 shares; 2025Q2: 40,418 shares; 2025Q3: 40,234 shares 40,234 $2.23M 0.01% -184 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: 47,383 shares; 2024Q4: 37,145 shares; 2025Q1: 27,236 shares; 2025Q2: 27,964 shares; 2025Q3: 24,378 shares 24,378 $2.23M 0.01% -3,586 Timeline XLY 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: 8,231 shares; 2024Q4: 8,425 shares; 2025Q1: 11,223 shares; 2025Q2: 9,051 shares; 2025Q3: 9,285 shares 9,285 $2.23M 0.01% +234 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,929 shares; 2024Q4: 26,877 shares; 2025Q1: 27,191 shares; 2025Q2: 27,869 shares; 2025Q3: 27,522 shares 27,522 $2.22M 0.01% -347 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,941 shares; 2024Q4: 60,913 shares; 2025Q1: 59,188 shares; 2025Q2: 45,933 shares; 2025Q3: 45,580 shares 45,580 $2.2M 0.01% -353 Timeline CEVA CEVA INC More: the full row for CEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,597 shares; 2024Q4: 60,014 shares; 2025Q1: 63,437 shares; 2025Q2: 66,101 shares; 2025Q3: 82,849 shares 82,849 $2.19M 0.01% +16,748 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,480 shares; 2024Q4: 29,841 shares; 2025Q1: 29,297 shares; 2025Q2: 23,583 shares; 2025Q3: 23,070 shares 23,070 $2.16M 0.01% -513 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,871 shares; 2024Q4: 41,678 shares; 2025Q1: 43,478 shares; 2025Q2: 25,959 shares; 2025Q3: 51,431 shares 51,431 $2.16M 0.01% +25,472 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 26,672 shares; 2025Q1: 27,568 shares; 2025Q2: 29,809 shares; 2025Q3: 30,453 shares 30,453 $2.16M 0.01% +644 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,578 shares; 2024Q4: 24,789 shares; 2025Q1: 26,112 shares; 2025Q2: 29,427 shares; 2025Q3: 31,993 shares 31,993 $2.15M 0.01% +2,566 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: 19,039 shares; 2024Q4: 19,421 shares; 2025Q1: 10,889 shares; 2025Q2: 11,358 shares; 2025Q3: 10,962 shares 10,962 $2.15M 0.01% -396 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 2,113 shares; 2025Q1: 3,433 shares; 2025Q2: 6,342 shares; 2025Q3: 8,696 shares 8,696 $2.13M 0.01% +2,354 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,767 shares; 2024Q4: 139,630 shares; 2025Q1: 131,069 shares; 2025Q2: 134,068 shares; 2025Q3: 90,072 shares 90,072 $2.13M 0.01% -43,996 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,567 shares; 2025Q1: 85,918 shares; 2025Q2: 105,648 shares; 2025Q3: 110,759 shares 110,759 $2.13M 0.01% +5,111 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 15,914 shares; 2025Q1: 14,972 shares; 2025Q2: 15,386 shares; 2025Q3: 15,402 shares 15,402 $2.12M 0.01% +16 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,924 shares; 2024Q4: 26,536 shares; 2025Q1: 72,451 shares; 2025Q2: 91,886 shares; 2025Q3: 121,960 shares 121,960 $2.11M 0.01% +30,074 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,084 shares; 2024Q4: 53,683 shares; 2025Q1: 58,650 shares; 2025Q2: 47,611 shares; 2025Q3: 47,205 shares 47,205 $2.1M 0.01% -406 Timeline DFGR 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: 70,276 shares; 2024Q4: 69,712 shares; 2025Q1: 71,782 shares; 2025Q2: 74,557 shares; 2025Q3: 76,772 shares 76,772 $2.1M 0.01% +2,215 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: 20,031 shares; 2024Q4: 18,827 shares; 2025Q1: 19,093 shares; 2025Q2: 19,118 shares; 2025Q3: 35,247 shares 35,247 $2.09M 0.01% +16,129 FMHI 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: 43,583 shares; 2024Q4: 44,153 shares; 2025Q1: 41,092 shares; 2025Q2: 44,016 shares; 2025Q3: 43,893 shares 43,893 $2.09M 0.01% -123 Timeline PRCH PORCH GROUP INC More: the full row for PORCH 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: 164,671 shares; 2025Q1: 163,547 shares; 2025Q2: 129,359 shares; 2025Q3: 123,783 shares 123,783 $2.08M 0.01% -5,576 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: 19,556 shares; 2025Q3: 14,410 shares 14,410 $2.06M 0.01% -5,146 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,224 shares; 2024Q4: 19,556 shares; 2025Q1: 19,321 shares; 2025Q2: 30,728 shares; 2025Q3: 44,264 shares 44,264 $2.06M 0.01% +13,536 Timeline NORTHERN LTS FD TR IV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,965 shares; 2024Q4: 65,904 shares; 2025Q1: 62,753 shares; 2025Q2: 62,040 shares; 2025Q3: 62,665 shares 62,665 $2.06M 0.01% +625 ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,602 shares; 2024Q4: 19,229 shares; 2025Q1: 18,084 shares; 2025Q2: 19,978 shares; 2025Q3: 20,304 shares 20,304 $2.03M 0.01% +326 Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,072 shares; 2024Q4: 671,072 shares; 2025Q1: 614,272 shares; 2025Q2: 614,272 shares; 2025Q3: 614,272 shares 614,272 $2.03M 0.01% 0 Timeline OPPJ 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: 41,137 shares; 2024Q4: 42,134 shares; 2025Q1: 46,187 shares; 2025Q2: 49,658 shares; 2025Q3: 48,552 shares 48,552 $2.02M 0.01% -1,106 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,778 shares; 2024Q4: 9,653 shares; 2025Q1: 9,411 shares; 2025Q2: 7,887 shares; 2025Q3: 7,825 shares 7,825 $2.02M 0.01% -62 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 10,082 shares; 2025Q1: 11,740 shares; 2025Q2: 12,481 shares; 2025Q3: 15,124 shares 15,124 $2.02M 0.01% +2,643 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,620 shares; 2024Q4: 22,562 shares; 2025Q1: 19,751 shares; 2025Q2: 20,182 shares; 2025Q3: 21,154 shares 21,154 $2.01M 0.01% +972 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: 96,929 shares; 2024Q4: 100,408 shares; 2025Q1: 34,127 shares; 2025Q2: 32,850 shares; 2025Q3: 31,025 shares 31,025 $2.01M 0.01% -1,825 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,622 shares; 2025Q3: 82,208 shares 82,208 $2M 0.01% +17,586 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: 5,475 shares; 2024Q4: 5,154 shares; 2025Q1: 4,805 shares; 2025Q2: 4,856 shares; 2025Q3: 5,097 shares 5,097 $2M 0.01% +241 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,931 shares; 2024Q4: 29,142 shares; 2025Q1: 33,146 shares; 2025Q2: 27,208 shares; 2025Q3: 26,746 shares 26,746 $1.99M 0.01% -462 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,471 shares; 2024Q4: 194,693 shares; 2025Q1: 190,442 shares; 2025Q2: 125,450 shares; 2025Q3: 108,520 shares 108,520 $1.99M 0.01% -16,930 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,778 shares; 2025Q1: 3,837 shares; 2025Q2: 4,876 shares; 2025Q3: 13,701 shares 13,701 $1.98M 0.01% +8,825 Timeline DFSU 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: 20,209 shares; 2024Q4: 20,993 shares; 2025Q1: 45,669 shares; 2025Q2: 51,498 shares; 2025Q3: 46,117 shares 46,117 $1.96M 0.01% -5,381 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,248 shares; 2024Q4: 38,199 shares; 2025Q1: 31,068 shares; 2025Q2: 29,408 shares; 2025Q3: 28,819 shares 28,819 $1.95M 0.01% -589 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,423 shares; 2024Q4: 21,209 shares; 2025Q1: 21,574 shares; 2025Q2: 27,066 shares; 2025Q3: 26,551 shares 26,551 $1.94M 0.01% -515 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,586 shares; 2024Q4: 10,586 shares; 2025Q1: 10,586 shares; 2025Q2: 24,028 shares; 2025Q3: 34,385 shares 34,385 $1.94M 0.01% +10,357 Timeline PTLC 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: 22,551 shares; 2024Q4: 117,961 shares; 2025Q1: 151,817 shares; 2025Q2: 45,278 shares; 2025Q3: 35,328 shares 35,328 $1.93M 0.01% -9,950 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: 21,317 shares; 2024Q4: 24,910 shares; 2025Q1: 27,419 shares; 2025Q2: 27,318 shares; 2025Q3: 27,129 shares 27,129 $1.93M 0.01% -189 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,699 shares; 2025Q1: 6,794 shares; 2025Q2: 6,451 shares; 2025Q3: 6,512 shares 6,512 $1.93M 0.01% +61 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: 46,928 shares; 2024Q4: 39,857 shares; 2025Q1: 40,152 shares; 2025Q2: 61,972 shares; 2025Q3: 101,684 shares 101,684 $1.9M 0.01% +39,712 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 10,948 shares; 2025Q1: 11,029 shares; 2025Q2: 10,930 shares; 2025Q3: 11,130 shares 11,130 $1.9M 0.01% +200 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,142 shares; 2024Q4: 11,150 shares; 2025Q1: 17,295 shares; 2025Q2: 17,702 shares; 2025Q3: 18,889 shares 18,889 $1.9M 0.01% +1,187 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,498 shares; 2024Q4: 45,351 shares; 2025Q1: 38,974 shares; 2025Q2: 36,056 shares; 2025Q3: 33,793 shares 33,793 $1.88M 0.01% -2,263 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,712 shares; 2025Q1: 16,985 shares; 2025Q2: 22,648 shares; 2025Q3: 26,742 shares 26,742 $1.88M 0.01% +4,094 Timeline JPLD 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: 28,772 shares; 2024Q4: 37,868 shares; 2025Q1: 38,528 shares; 2025Q2: 35,998 shares; 2025Q3: 35,745 shares 35,745 $1.88M 0.01% -253 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: 5,691 shares; 2024Q4: 5,375 shares; 2025Q1: 5,343 shares; 2025Q2: 5,342 shares; 2025Q3: 5,378 shares 5,378 $1.86M 0.01% +36 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 20,889 shares; 2025Q3: 34,914 shares 34,914 $1.86M 0.01% +14,025 Timeline FELC 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: 8,000 shares; 2024Q4: 12,299 shares; 2025Q1: 55,691 shares; 2025Q2: 49,693 shares; 2025Q3: 49,593 shares 49,593 $1.85M 0.01% -100 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 6,213 shares; 2025Q1: 6,782 shares; 2025Q2: 12,838 shares; 2025Q3: 12,981 shares 12,981 $1.84M 0.01% +143 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,511 shares; 2024Q4: 88,919 shares; 2025Q1: 94,586 shares; 2025Q2: 89,158 shares; 2025Q3: 91,076 shares 91,076 $1.84M 0.01% +1,918 Timeline EIPI 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: 32,399 shares; 2024Q4: 31,260 shares; 2025Q1: 71,105 shares; 2025Q2: 84,613 shares; 2025Q3: 92,818 shares 92,818 $1.84M 0.01% +8,205 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,874 shares; 2024Q4: 67,639 shares; 2025Q1: 67,785 shares; 2025Q2: 38,989 shares; 2025Q3: 34,444 shares 34,444 $1.84M 0.01% -4,545 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,347 shares; 2024Q4: 61,998 shares; 2025Q1: 78,493 shares; 2025Q2: 42,687 shares; 2025Q3: 37,937 shares 37,937 $1.84M 0.01% -4,750 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,425 shares; 2024Q4: 32,992 shares; 2025Q1: 33,482 shares; 2025Q2: 27,113 shares; 2025Q3: 26,602 shares 26,602 $1.83M 0.01% -511 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,235 shares; 2024Q4: 209,204 shares; 2025Q1: 204,816 shares; 2025Q2: 174,390 shares; 2025Q3: 174,193 shares 174,193 $1.83M 0.01% -197 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,710 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,073 shares 6,073 $1.83M 0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,113 shares; 2025Q1: 25,785 shares; 2025Q2: not reported; 2025Q3: 75,306 shares 75,306 $1.83M 0.01% new Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,286 shares; 2024Q4: 74,655 shares; 2025Q1: 77,026 shares; 2025Q2: 75,736 shares; 2025Q3: 72,099 shares 72,099 $1.82M 0.01% -3,637 PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,280 shares; 2024Q4: 34,218 shares; 2025Q1: 62,780 shares; 2025Q2: 45,294 shares; 2025Q3: 44,586 shares 44,586 $1.82M 0.01% -708 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 4,784 shares; 2025Q1: 5,810 shares; 2025Q2: 6,249 shares; 2025Q3: 12,043 shares 12,043 $1.82M 0.01% +5,794 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,318 shares; 2025Q1: 3,240 shares; 2025Q2: 2,920 shares; 2025Q3: 3,619 shares 3,619 $1.81M 0.01% +699 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: 12,908 shares; 2024Q4: 12,180 shares; 2025Q1: 12,795 shares; 2025Q2: 5,706 shares; 2025Q3: 8,546 shares 8,546 $1.79M 0.01% +2,840 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,323 shares 46,323 $1.78M 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,984 shares; 2024Q4: 21,888 shares; 2025Q1: 19,802 shares; 2025Q2: 19,259 shares; 2025Q3: 16,163 shares 16,163 $1.78M 0.01% -3,096 Timeline IDU 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: 18,336 shares; 2024Q4: 17,298 shares; 2025Q1: 16,834 shares; 2025Q2: 16,074 shares; 2025Q3: 15,974 shares 15,974 $1.77M 0.01% -100 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,890 shares; 2024Q4: 25,340 shares; 2025Q1: 24,944 shares; 2025Q2: 25,579 shares; 2025Q3: 70,450 shares 70,450 $1.77M 0.01% +44,871 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,392 shares; 2024Q4: 28,068 shares; 2025Q1: 27,983 shares; 2025Q2: 21,451 shares; 2025Q3: 25,712 shares 25,712 $1.77M 0.01% +4,261 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 10,994 shares; 2025Q1: 11,083 shares; 2025Q2: 20,534 shares; 2025Q3: 54,070 shares 54,070 $1.76M 0.01% +33,536 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,989 shares; 2024Q4: 23,141 shares; 2025Q1: 22,992 shares; 2025Q2: 21,026 shares; 2025Q3: 21,704 shares 21,704 $1.76M 0.01% +678 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,258 shares; 2024Q4: 52,468 shares; 2025Q1: 35,275 shares; 2025Q2: 34,461 shares; 2025Q3: 34,343 shares 34,343 $1.74M 0.01% -118 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 5,516 shares; 2025Q1: 5,469 shares; 2025Q2: 4,857 shares; 2025Q3: 5,389 shares 5,389 $1.74M 0.01% +532 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: 74,099 shares; 2024Q4: 16,362 shares; 2025Q1: 16,122 shares; 2025Q2: 15,659 shares; 2025Q3: 15,454 shares 15,454 $1.74M 0.01% -205 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,568 shares; 2024Q4: 84,572 shares; 2025Q1: 30,633 shares; 2025Q2: 28,341 shares; 2025Q3: 28,167 shares 28,167 $1.73M 0.01% -174 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: 13,800 shares; 2024Q4: 13,944 shares; 2025Q1: 13,019 shares; 2025Q2: 12,177 shares; 2025Q3: 12,126 shares 12,126 $1.73M 0.01% -51 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 33,230 shares 33,230 $1.73M 0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,032 shares; 2024Q4: 24,045 shares; 2025Q1: 23,484 shares; 2025Q2: 23,465 shares; 2025Q3: 22,440 shares 22,440 $1.72M 0.01% -1,025 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,510 shares; 2024Q4: 83,701 shares; 2025Q1: 90,252 shares; 2025Q2: 84,771 shares; 2025Q3: 65,849 shares 65,849 $1.71M 0.01% -18,922 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,881 shares; 2024Q4: 162,854 shares; 2025Q1: 169,060 shares; 2025Q2: 169,018 shares; 2025Q3: 171,087 shares 171,087 $1.71M 0.01% +2,069 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: 11,482 shares; 2025Q1: 12,924 shares; 2025Q2: 12,405 shares; 2025Q3: 15,251 shares 15,251 $1.71M 0.01% +2,846 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: 4,111 shares; 2024Q4: 5,749 shares; 2025Q1: 6,872 shares; 2025Q2: 7,765 shares; 2025Q3: 8,731 shares 8,731 $1.71M 0.01% +966 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 5,448 shares; 2025Q1: 179,808 shares; 2025Q2: 31,280 shares; 2025Q3: 34,314 shares 34,314 $1.71M 0.01% +3,034 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,675 shares 18,675 $1.7M 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 8,119 shares; 2025Q1: 9,692 shares; 2025Q2: 8,869 shares; 2025Q3: 7,438 shares 7,438 $1.69M 0.01% -1,431 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,816 shares; 2024Q4: 27,321 shares; 2025Q1: 32,348 shares; 2025Q2: 31,011 shares; 2025Q3: 20,127 shares 20,127 $1.69M 0.01% -10,884 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: 13,259 shares; 2024Q4: 12,981 shares; 2025Q1: 12,560 shares; 2025Q2: 11,896 shares; 2025Q3: 12,057 shares 12,057 $1.68M 0.01% +161 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,017 shares; 2024Q4: 19,017 shares; 2025Q1: 23,224 shares; 2025Q2: 23,116 shares; 2025Q3: 23,236 shares 23,236 $1.68M 0.01% +120 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: 21,405 shares; 2024Q4: 25,995 shares; 2025Q1: 29,230 shares; 2025Q2: 29,130 shares; 2025Q3: 39,722 shares 39,722 $1.68M 0.01% +10,592 Timeline PHO 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: 15,599 shares; 2024Q4: 14,820 shares; 2025Q1: 15,069 shares; 2025Q2: 15,871 shares; 2025Q3: 23,297 shares 23,297 $1.68M 0.01% +7,426 Timeline FTQI 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: 81,759 shares; 2024Q4: 78,591 shares; 2025Q1: 78,782 shares; 2025Q2: 80,925 shares; 2025Q3: 81,106 shares 81,106 $1.67M 0.01% +181 Timeline DHS 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: 11,001 shares; 2024Q4: 11,251 shares; 2025Q1: 11,831 shares; 2025Q2: 14,828 shares; 2025Q3: 16,525 shares 16,525 $1.66M 0.01% +1,697 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,839 shares; 2024Q4: 31,044 shares; 2025Q1: 33,352 shares; 2025Q2: 50,808 shares; 2025Q3: 47,130 shares 47,130 $1.66M 0.01% -3,678 Timeline BLZE BACKBLAZE INC More: the full row for BACKBLAZE 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: 179,339 shares; 2025Q3: 179,156 shares 179,156 $1.66M 0.01% -183 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,502 shares; 2024Q4: 13,195 shares; 2025Q1: 11,595 shares; 2025Q2: 11,689 shares; 2025Q3: 11,350 shares 11,350 $1.65M 0.01% -339 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,613 shares 26,613 $1.65M 0.01% new Timeline JHMD 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: 50,043 shares; 2024Q4: 49,833 shares; 2025Q1: 46,282 shares; 2025Q2: 42,465 shares; 2025Q3: 41,224 shares 41,224 $1.65M 0.01% -1,241 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS 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: 22,291 shares 22,291 $1.65M 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 7,196 shares; 2025Q1: 7,210 shares; 2025Q2: 6,438 shares; 2025Q3: 6,515 shares 6,515 $1.64M 0.01% +77 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: 21,423 shares; 2024Q4: 37,559 shares; 2025Q1: 40,638 shares; 2025Q2: 37,963 shares; 2025Q3: 36,667 shares 36,667 $1.63M 0.01% -1,296 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS 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: 3,872 shares; 2025Q3: 4,692 shares 4,692 $1.63M 0.01% +820 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: 15,128 shares; 2024Q4: 14,785 shares; 2025Q1: 14,786 shares; 2025Q2: 14,422 shares; 2025Q3: 13,798 shares 13,798 $1.63M 0.01% -624 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,263 shares; 2024Q4: 31,200 shares; 2025Q1: 31,900 shares; 2025Q2: 31,969 shares; 2025Q3: 35,564 shares 35,564 $1.63M 0.01% +3,595 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,551 shares; 2025Q2: 45,581 shares; 2025Q3: 48,881 shares 48,881 $1.63M 0.01% +3,300 Timeline FFOG 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: 45,407 shares; 2024Q4: 45,551 shares; 2025Q1: 45,816 shares; 2025Q2: 42,632 shares; 2025Q3: 34,106 shares 34,106 $1.62M 0.01% -8,526 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 20,579 shares 20,579 $1.62M 0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,515 shares; 2025Q1: 8,593 shares; 2025Q2: 8,569 shares; 2025Q3: 5,864 shares 5,864 $1.61M 0.01% -2,705 Timeline VOX 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: 7,227 shares; 2024Q4: 7,473 shares; 2025Q1: 7,860 shares; 2025Q2: 8,160 shares; 2025Q3: 8,572 shares 8,572 $1.61M 0.01% +412 Timeline LDSF 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: 87,405 shares; 2024Q4: 81,527 shares; 2025Q1: 89,112 shares; 2025Q2: 88,132 shares; 2025Q3: 84,089 shares 84,089 $1.61M 0.01% -4,043 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,305 shares; 2024Q4: 14,215 shares; 2025Q1: 13,905 shares; 2025Q2: 38,962 shares; 2025Q3: 33,742 shares 33,742 $1.6M 0.01% -5,220 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 14,203 shares; 2025Q1: 14,916 shares; 2025Q2: 22,347 shares; 2025Q3: 26,528 shares 26,528 $1.59M 0.01% +4,181 Timeline FGD 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: 27,342 shares; 2024Q4: 27,863 shares; 2025Q1: 34,175 shares; 2025Q2: 54,107 shares; 2025Q3: 55,104 shares 55,104 $1.58M 0.01% +997 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: 4,630 shares; 2024Q4: 4,207 shares; 2025Q1: 4,178 shares; 2025Q2: 4,179 shares; 2025Q3: 4,180 shares 4,180 $1.58M 0.01% +1 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,972 shares; 2024Q4: 58,222 shares; 2025Q1: 55,372 shares; 2025Q2: 48,222 shares; 2025Q3: 46,872 shares 46,872 $1.58M 0.01% -1,350 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,337 shares; 2024Q4: 122,335 shares; 2025Q1: 127,348 shares; 2025Q2: 130,410 shares; 2025Q3: 135,190 shares 135,190 $1.56M 0.01% +4,780 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL 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: 42,875 shares 42,875 $1.56M 0.01% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,166 shares 32,166 $1.56M 0.01% new Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,714 shares; 2024Q4: 78,646 shares; 2025Q1: 79,171 shares; 2025Q2: 80,951 shares; 2025Q3: 87,259 shares 87,259 $1.56M 0.01% +6,308 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,880 shares; 2024Q4: 8,545 shares; 2025Q1: 8,395 shares; 2025Q2: 8,223 shares; 2025Q3: 7,323 shares 7,323 $1.56M 0.01% -900 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,253 shares; 2024Q4: 21,973 shares; 2025Q1: 22,474 shares; 2025Q2: 23,041 shares; 2025Q3: 23,249 shares 23,249 $1.56M 0.01% +208 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,784 shares; 2024Q4: 166,989 shares; 2025Q1: 174,943 shares; 2025Q2: 175,745 shares; 2025Q3: 173,412 shares 173,412 $1.55M 0.01% -2,333 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,108 shares; 2024Q4: 22,455 shares; 2025Q1: 18,366 shares; 2025Q2: 18,472 shares; 2025Q3: 18,762 shares 18,762 $1.54M 0.01% +290 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,623 shares; 2025Q1: 38,547 shares; 2025Q2: 38,278 shares; 2025Q3: 37,361 shares 37,361 $1.54M 0.01% -917 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 2,132 shares 2,132 $1.53M 0.01% +1,391 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,602 shares; 2024Q4: 80,484 shares; 2025Q1: 82,921 shares; 2025Q2: 82,969 shares; 2025Q3: 83,016 shares 83,016 $1.51M 0.01% +47 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,049 shares; 2024Q4: 159,654 shares; 2025Q1: 154,649 shares; 2025Q2: 136,541 shares; 2025Q3: 128,724 shares 128,724 $1.49M 0.01% -7,817 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 55,151 shares; 2025Q1: 159,265 shares; 2025Q2: 192,129 shares; 2025Q3: 197,780 shares 197,780 $1.49M 0.01% +5,651 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,393 shares; 2024Q4: 30,007 shares; 2025Q1: 33,016 shares; 2025Q2: 47,229 shares; 2025Q3: 114,803 shares 114,803 $1.49M 0.01% +67,574 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 11,032 shares; 2025Q1: 11,536 shares; 2025Q2: 12,632 shares; 2025Q3: 15,260 shares 15,260 $1.49M 0.01% +2,628 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,640 shares; 2024Q4: 34,489 shares; 2025Q1: 33,341 shares; 2025Q2: 30,961 shares; 2025Q3: 32,711 shares 32,711 $1.48M 0.01% +1,750 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,983 shares 77,983 $1.48M 0.01% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,917 shares; 2024Q4: 19,737 shares; 2025Q1: 19,593 shares; 2025Q2: 19,543 shares; 2025Q3: 19,142 shares 19,142 $1.47M 0.01% -401 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,108 shares; 2024Q4: 80,852 shares; 2025Q1: 89,040 shares; 2025Q2: 88,747 shares; 2025Q3: 82,432 shares 82,432 $1.47M 0.01% -6,315 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: 17,814 shares; 2024Q4: 53,442 shares; 2025Q1: 53,442 shares; 2025Q2: 55,614 shares; 2025Q3: 56,646 shares 56,646 $1.46M 0.01% +1,032 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,301 shares; 2025Q1: 57,911 shares; 2025Q2: 63,483 shares; 2025Q3: 58,285 shares 58,285 $1.45M 0.01% -5,198 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 82 shares; 2025Q1: 130 shares; 2025Q2: 169 shares; 2025Q3: 180 shares 180 $1.45M 0.01% +11 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 9,199 shares; 2025Q1: 9,210 shares; 2025Q2: 11,815 shares; 2025Q3: 11,972 shares 11,972 $1.44M 0.01% +157 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,241 shares; 2025Q1: 29,526 shares; 2025Q2: 16,868 shares; 2025Q3: 16,619 shares 16,619 $1.43M 0.01% -249 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,521 shares; 2024Q4: 14,273 shares; 2025Q1: 15,093 shares; 2025Q2: 15,841 shares; 2025Q3: 15,736 shares 15,736 $1.43M 0.01% -105 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,972 shares; 2024Q4: 37,126 shares; 2025Q1: 43,981 shares; 2025Q2: 34,401 shares; 2025Q3: 45,866 shares 45,866 $1.43M 0.01% +11,465 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,400 shares; 2024Q4: 27,862 shares; 2025Q1: 27,157 shares; 2025Q2: 28,900 shares; 2025Q3: 28,502 shares 28,502 $1.42M 0.01% -398 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,107 shares; 2024Q4: 63,974 shares; 2025Q1: 64,895 shares; 2025Q2: 64,288 shares; 2025Q3: 66,087 shares 66,087 $1.42M 0.01% +1,799 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 6,100 shares; 2025Q1: 5,164 shares; 2025Q2: 4,669 shares; 2025Q3: 4,393 shares 4,393 $1.42M 0.01% -276 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,188 shares; 2024Q4: 36,456 shares; 2025Q1: 46,300 shares; 2025Q2: 99,375 shares; 2025Q3: 123,278 shares 123,278 $1.42M 0.01% +23,903 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: 37,798 shares; 2024Q4: 26,520 shares; 2025Q1: 29,161 shares; 2025Q2: 53,593 shares; 2025Q3: 23,541 shares 23,541 $1.41M 0.01% -30,052 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: 38,120 shares; 2024Q4: 36,645 shares; 2025Q1: 39,522 shares; 2025Q2: 39,849 shares; 2025Q3: 40,499 shares 40,499 $1.4M 0.01% +650 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,723 shares; 2025Q2: not reported; 2025Q3: 50,112 shares 50,112 $1.39M 0.01% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,322 shares; 2024Q4: 28,072 shares; 2025Q1: 27,272 shares; 2025Q2: 24,872 shares; 2025Q3: 22,132 shares 22,132 $1.39M 0.01% -2,740 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,635 shares; 2024Q4: 19,031 shares; 2025Q1: 19,354 shares; 2025Q2: 19,354 shares; 2025Q3: 19,354 shares 19,354 $1.37M 0.01% 0 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 17,268 shares; 2025Q1: 18,611 shares; 2025Q2: 19,318 shares; 2025Q3: 20,613 shares 20,613 $1.37M 0.01% +1,295 Timeline TAGG 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: not reported; 2025Q1: not reported; 2025Q2: 27,162 shares; 2025Q3: 31,737 shares 31,737 $1.37M 0.01% +4,575 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,979 shares; 2024Q4: 42,577 shares; 2025Q1: 93,593 shares; 2025Q2: 37,280 shares; 2025Q3: 20,372 shares 20,372 $1.37M 0.01% -16,908 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,837 shares 27,837 $1.36M 0.01% new Timeline PFXF 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: 69,102 shares; 2024Q4: 70,770 shares; 2025Q1: 74,566 shares; 2025Q2: 74,166 shares; 2025Q3: 76,481 shares 76,481 $1.36M 0.01% +2,315 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,826 shares; 2024Q4: 17,460 shares; 2025Q1: 17,226 shares; 2025Q2: 17,057 shares; 2025Q3: 17,009 shares 17,009 $1.36M 0.01% -48 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,331 shares; 2024Q4: 74,626 shares; 2025Q1: 80,062 shares; 2025Q2: 72,170 shares; 2025Q3: 74,076 shares 74,076 $1.35M 0.01% +1,906 Timeline ITB 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: 13,011 shares; 2024Q4: 12,511 shares; 2025Q1: 12,411 shares; 2025Q2: 12,947 shares; 2025Q3: 12,511 shares 12,511 $1.34M 0.01% -436 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,495 shares; 2024Q4: 162,495 shares; 2025Q1: 168,628 shares; 2025Q2: 183,088 shares; 2025Q3: 210,859 shares 210,859 $1.34M 0.01% +27,771 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,670 shares; 2024Q4: 36,203 shares; 2025Q1: 38,343 shares; 2025Q2: 31,816 shares; 2025Q3: 32,095 shares 32,095 $1.33M 0.01% +279 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,785 shares; 2024Q4: 18,148 shares; 2025Q1: 17,922 shares; 2025Q2: 17,863 shares; 2025Q3: 17,661 shares 17,661 $1.33M 0.01% -202 Timeline VIOG 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: 8,935 shares; 2024Q4: 9,195 shares; 2025Q1: 9,526 shares; 2025Q2: 10,273 shares; 2025Q3: 10,924 shares 10,924 $1.33M 0.01% +651 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,118 shares; 2024Q4: 11,894 shares; 2025Q1: 16,278 shares; 2025Q2: 12,402 shares; 2025Q3: 12,428 shares 12,428 $1.32M 0.01% +26 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,100 shares; 2024Q4: 33,593 shares; 2025Q1: 37,711 shares; 2025Q2: 36,684 shares; 2025Q3: 36,183 shares 36,183 $1.32M 0.01% -501 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,236 shares; 2024Q4: 64,223 shares; 2025Q1: 63,952 shares; 2025Q2: 65,663 shares; 2025Q3: 66,462 shares 66,462 $1.32M 0.01% +799 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,350 shares; 2024Q4: 61,272 shares; 2025Q1: 65,112 shares; 2025Q2: 67,463 shares; 2025Q3: 67,950 shares 67,950 $1.32M 0.01% +487 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,896 shares; 2024Q4: 91,914 shares; 2025Q1: 90,847 shares; 2025Q2: 76,991 shares; 2025Q3: 77,459 shares 77,459 $1.31M 0.01% +468 Timeline NLR 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: not reported; 2024Q4: 5,238 shares; 2025Q1: 4,777 shares; 2025Q2: 5,144 shares; 2025Q3: 9,670 shares 9,670 $1.31M 0.01% +4,526 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,265 shares 64,265 $1.3M 0.01% new Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,548 shares; 2024Q4: 52,840 shares; 2025Q1: 67,113 shares; 2025Q2: 64,867 shares; 2025Q3: 65,039 shares 65,039 $1.29M 0.01% +172 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,725 shares; 2024Q4: 88,450 shares; 2025Q1: 91,850 shares; 2025Q2: 90,600 shares; 2025Q3: 86,200 shares 86,200 $1.29M 0.01% -4,400 Timeline VAW 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: 7,746 shares; 2024Q4: 7,616 shares; 2025Q1: 7,207 shares; 2025Q2: 6,579 shares; 2025Q3: 6,272 shares 6,272 $1.29M 0.01% -307 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,219 shares; 2024Q4: 31,519 shares; 2025Q1: 43,725 shares; 2025Q2: 36,624 shares; 2025Q3: 31,679 shares 31,679 $1.28M 0.01% -4,945 Timeline NANR 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: 23,936 shares; 2024Q4: 25,807 shares; 2025Q1: 24,892 shares; 2025Q2: 23,171 shares; 2025Q3: 19,815 shares 19,815 $1.28M 0.01% -3,356 Timeline SPHD 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: 54,659 shares; 2024Q4: 26,455 shares; 2025Q1: 26,558 shares; 2025Q2: 27,291 shares; 2025Q3: 25,704 shares 25,704 $1.27M 0.01% -1,587 Timeline WELLS FARGO & CO 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: 944 shares; 2024Q4: 1,001 shares; 2025Q1: 1,009 shares; 2025Q2: 986 shares; 2025Q3: 1,026 shares 1,026 $1.27M 0.01% +40 CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 8,724 shares; 2025Q1: 10,369 shares; 2025Q2: 22,421 shares; 2025Q3: 28,084 shares 28,084 $1.26M 0.01% +5,663 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,261 shares 25,261 $1.26M 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,674 shares; 2025Q1: 1,800 shares; 2025Q2: 1,844 shares; 2025Q3: 1,952 shares 1,952 $1.25M 0.01% +108 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 13,448 shares; 2025Q1: 11,970 shares; 2025Q2: 13,395 shares; 2025Q3: 30,531 shares 30,531 $1.24M 0.01% +17,136 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,591 shares; 2024Q4: 15,766 shares; 2025Q1: 15,766 shares; 2025Q2: 15,646 shares; 2025Q3: 15,646 shares 15,646 $1.23M 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 4,668 shares; 2025Q1: 5,071 shares; 2025Q2: 4,800 shares; 2025Q3: 4,241 shares 4,241 $1.22M 0.01% -559 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,565 shares; 2025Q1: 13,310 shares; 2025Q2: 11,052 shares; 2025Q3: 13,506 shares 13,506 $1.21M 0.01% +2,454 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 2,915 shares; 2025Q1: 3,147 shares; 2025Q2: 3,258 shares; 2025Q3: 3,423 shares 3,423 $1.2M 0.01% +165 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,732 shares; 2024Q4: 11,907 shares; 2025Q1: 12,510 shares; 2025Q2: 12,225 shares; 2025Q3: 12,125 shares 12,125 $1.19M 0.01% -100 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 2,018 shares; 2025Q1: 2,652 shares; 2025Q2: 3,350 shares; 2025Q3: 3,407 shares 3,407 $1.19M 0.01% +57 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,218 shares; 2024Q4: 111,451 shares; 2025Q1: 192,929 shares; 2025Q2: 11,678 shares; 2025Q3: 13,243 shares 13,243 $1.18M 0.01% +1,565 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,590 shares; 2024Q4: 57,969 shares; 2025Q1: 60,538 shares; 2025Q2: 39,847 shares; 2025Q3: 24,121 shares 24,121 $1.18M 0.01% -15,726 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,532 shares; 2024Q4: 12,422 shares; 2025Q1: 10,373 shares; 2025Q2: 11,621 shares; 2025Q3: 10,961 shares 10,961 $1.18M 0.01% -660 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,568 shares; 2024Q4: 42,318 shares; 2025Q1: 43,628 shares; 2025Q2: 46,200 shares; 2025Q3: 47,495 shares 47,495 $1.17M 0.01% +1,295 Timeline CAE CAE INC More: the full row for CAE 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: 39,534 shares 39,534 $1.17M 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,065 shares; 2024Q4: 18,968 shares; 2025Q1: 18,569 shares; 2025Q2: 16,074 shares; 2025Q3: 19,040 shares 19,040 $1.16M 0.01% +2,966 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,226 shares; 2024Q4: 87,206 shares; 2025Q1: 85,568 shares; 2025Q2: 85,455 shares; 2025Q3: 89,071 shares 89,071 $1.16M 0.01% +3,616 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,904 shares; 2024Q4: 14,052 shares; 2025Q1: 16,717 shares; 2025Q2: 16,112 shares; 2025Q3: 14,448 shares 14,448 $1.16M 0.01% -1,664 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 33,805 shares 33,805 $1.15M 0.01% new Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 32,825 shares; 2025Q1: 32,825 shares; 2025Q2: 30,225 shares; 2025Q3: 35,928 shares 35,928 $1.15M 0.01% +5,703 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,851 shares; 2024Q4: 25,464 shares; 2025Q1: 25,983 shares; 2025Q2: 26,276 shares; 2025Q3: 25,527 shares 25,527 $1.15M 0.01% -749 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,151 shares; 2024Q4: 76,013 shares; 2025Q1: 97,926 shares; 2025Q2: 114,513 shares; 2025Q3: 111,311 shares 111,311 $1.15M 0.01% -3,202 Timeline SPHB 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: 15,253 shares; 2024Q4: 14,455 shares; 2025Q1: 13,555 shares; 2025Q2: 10,448 shares; 2025Q3: 10,361 shares 10,361 $1.14M 0.01% -87 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,584 shares; 2024Q4: 13,595 shares; 2025Q1: 13,228 shares; 2025Q2: 13,238 shares; 2025Q3: 13,716 shares 13,716 $1.14M 0.01% +478 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,226 shares; 2024Q4: 64,728 shares; 2025Q1: 58,055 shares; 2025Q2: 67,571 shares; 2025Q3: 66,536 shares 66,536 $1.13M 0.01% -1,035 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,662 shares; 2024Q4: 37,660 shares; 2025Q1: 39,261 shares; 2025Q2: 38,991 shares; 2025Q3: 40,588 shares 40,588 $1.13M 0.01% +1,597 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,850 shares; 2024Q4: 14,267 shares; 2025Q1: 15,085 shares; 2025Q2: 15,720 shares; 2025Q3: 15,596 shares 15,596 $1.13M 0.01% -124 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,108 shares; 2024Q4: 35,055 shares; 2025Q1: 36,138 shares; 2025Q2: 33,814 shares; 2025Q3: 17,866 shares 17,866 $1.13M 0.01% -15,948 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 3,600 shares; 2025Q1: 2,488 shares; 2025Q2: 2,356 shares; 2025Q3: 1,731 shares 1,731 $1.12M 0.01% -625 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM 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: 21,439 shares; 2025Q2: 30,221 shares; 2025Q3: 41,898 shares 41,898 $1.12M 0.01% +11,677 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 12,998 shares; 2025Q1: 12,937 shares; 2025Q2: 12,722 shares; 2025Q3: 12,648 shares 12,648 $1.12M 0.01% -74 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,698 shares; 2025Q1: 4,726 shares; 2025Q2: 4,732 shares; 2025Q3: 4,732 shares 4,732 $1.12M 0.01% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,934 shares; 2024Q4: 20,784 shares; 2025Q1: 21,204 shares; 2025Q2: 20,089 shares; 2025Q3: 22,073 shares 22,073 $1.11M 0.01% +1,984 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: 3,339 shares; 2024Q4: 3,697 shares; 2025Q1: 4,388 shares; 2025Q2: 4,448 shares; 2025Q3: 4,563 shares 4,563 $1.11M 0.01% +115 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 7,644 shares; 2025Q2: 7,669 shares; 2025Q3: 7,645 shares 7,645 $1.11M 0.01% -24 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,660 shares; 2024Q4: 10,708 shares; 2025Q1: 11,107 shares; 2025Q2: 12,980 shares; 2025Q3: 12,937 shares 12,937 $1.11M 0.01% -43 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 14,770 shares; 2025Q1: 26,020 shares; 2025Q2: 54,120 shares; 2025Q3: 64,220 shares 64,220 $1.11M 0.01% +10,100 Timeline FCVT 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: 20,481 shares; 2025Q1: not reported; 2025Q2: 24,314 shares; 2025Q3: 25,858 shares 25,858 $1.11M 0.01% +1,544 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE 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: 48,112 shares 48,112 $1.1M 0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,256 shares; 2024Q4: 100,170 shares; 2025Q1: 90,695 shares; 2025Q2: 90,453 shares; 2025Q3: 216,958 shares 216,958 $1.1M 0.01% +126,505 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 7,843 shares; 2025Q3: 26,024 shares 26,024 $1.1M 0.01% +18,181 Timeline PGF 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: 71,501 shares; 2024Q4: 72,738 shares; 2025Q1: 77,630 shares; 2025Q2: 76,101 shares; 2025Q3: 75,101 shares 75,101 $1.1M 0.01% -1,000 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: not reported; 2024Q4: not reported; 2025Q1: 3,234 shares; 2025Q2: not reported; 2025Q3: 7,753 shares 7,753 $1.1M 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,669 shares 13,669 $1.1M 0.01% new Timeline RRC RANGE RES CORP More: the full row for RANGE 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: not reported; 2025Q1: 15,331 shares; 2025Q2: 17,554 shares; 2025Q3: 29,111 shares 29,111 $1.1M 0.01% +11,557 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,279 shares; 2024Q4: 22,392 shares; 2025Q1: 25,391 shares; 2025Q2: 25,213 shares; 2025Q3: 24,090 shares 24,090 $1.09M 0.01% -1,123 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,877 shares 14,877 $1.09M 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,190 shares; 2024Q4: 41,398 shares; 2025Q1: 34,683 shares; 2025Q2: 23,152 shares; 2025Q3: 23,027 shares 23,027 $1.09M 0.01% -125 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,195 shares; 2024Q4: 17,025 shares; 2025Q1: 14,139 shares; 2025Q2: 7,891 shares; 2025Q3: 9,711 shares 9,711 $1.09M 0.01% +1,820 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,982 shares; 2024Q4: 166,953 shares; 2025Q1: 164,327 shares; 2025Q2: 159,060 shares; 2025Q3: 154,893 shares 154,893 $1.09M 0.01% -4,167 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 9,828 shares; 2025Q2: 16,810 shares; 2025Q3: 49,657 shares 49,657 $1.09M 0.01% +32,847 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: 208 shares; 2024Q4: 210 shares; 2025Q1: 198 shares; 2025Q2: 188 shares; 2025Q3: 200 shares 200 $1.08M 0.01% +12 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 9,089 shares; 2025Q1: 8,601 shares; 2025Q2: 8,598 shares; 2025Q3: 8,560 shares 8,560 $1.08M 0.01% -38 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 8,331 shares; 2025Q1: 8,858 shares; 2025Q2: 8,439 shares; 2025Q3: 8,282 shares 8,282 $1.08M 0.01% -157 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,344 shares; 2024Q4: 45,549 shares; 2025Q1: 42,138 shares; 2025Q2: not reported; 2025Q3: 22,506 shares 22,506 $1.07M 0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,628 shares; 2025Q3: 40,604 shares 40,604 $1.07M 0.01% +26,976 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,212 shares; 2024Q4: 53,608 shares; 2025Q1: 89,551 shares; 2025Q2: 87,557 shares; 2025Q3: 86,465 shares 86,465 $1.07M 0.01% -1,092 Timeline FTRI 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: 75,183 shares; 2024Q4: 66,319 shares; 2025Q1: 64,193 shares; 2025Q2: 69,330 shares; 2025Q3: 70,285 shares 70,285 $1.07M 0.01% +955 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,822 shares; 2024Q4: 5,769 shares; 2025Q1: 5,119 shares; 2025Q2: 3,726 shares; 2025Q3: 13,131 shares 13,131 $1.07M 0.01% +9,405 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 9,181 shares; 2025Q1: 13,726 shares; 2025Q2: 12,562 shares; 2025Q3: 24,674 shares 24,674 $1.06M 0.01% +12,112 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 8,959 shares; 2025Q1: 8,971 shares; 2025Q2: 5,539 shares; 2025Q3: 14,124 shares 14,124 $1.06M 0.01% +8,585 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 9,737 shares; 2025Q2: 10,758 shares; 2025Q3: 11,263 shares 11,263 $1.05M 0.01% +505 Timeline FEMB 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: 28,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,657 shares; 2025Q3: 35,645 shares 35,645 $1.05M 0.01% +2,988 Timeline NXTG 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: 11,425 shares; 2024Q4: 10,408 shares; 2025Q1: 10,158 shares; 2025Q2: 10,096 shares; 2025Q3: 10,096 shares 10,096 $1.05M 0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 17,828 shares; 2025Q3: 61,401 shares 61,401 $1.05M 0.01% +43,573 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,210 shares; 2024Q4: 6,474 shares; 2025Q1: 5,200 shares; 2025Q2: 4,861 shares; 2025Q3: 19,097 shares 19,097 $1.04M 0.01% +14,236 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: 4,964 shares; 2024Q4: 5,381 shares; 2025Q1: 2,840 shares; 2025Q2: 2,745 shares; 2025Q3: 4,389 shares 4,389 $1.04M 0.01% +1,644 Timeline GOVT 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: 33,735 shares; 2025Q2: 35,064 shares; 2025Q3: 44,489 shares 44,489 $1.03M 0.01% +9,425 Timeline LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,027 shares; 2024Q4: 19,306 shares; 2025Q1: 20,116 shares; 2025Q2: 20,522 shares; 2025Q3: 21,382 shares 21,382 $1.03M 0.01% +860 XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,584 shares; 2024Q4: 22,751 shares; 2025Q1: 21,771 shares; 2025Q2: 20,957 shares; 2025Q3: 23,245 shares 23,245 $1.02M 0.01% +2,288 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: not reported; 2025Q1: 3,074 shares; 2025Q2: 3,428 shares; 2025Q3: 3,716 shares 3,716 $1.02M 0.01% +288 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,493 shares; 2024Q4: 39,878 shares; 2025Q1: 33,660 shares; 2025Q2: 28,665 shares; 2025Q3: 30,465 shares 30,465 $1.02M 0.01% +1,800 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 31,835 shares; 2025Q3: 31,591 shares 31,591 $1.02M 0.01% -244 Timeline FENY 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: 44,780 shares; 2024Q4: 44,738 shares; 2025Q1: 44,794 shares; 2025Q2: 40,600 shares; 2025Q3: 40,885 shares 40,885 $1.01M 0.01% +285 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,084 shares; 2024Q4: 26,751 shares; 2025Q1: 30,118 shares; 2025Q2: 31,313 shares; 2025Q3: 31,596 shares 31,596 $1.01M 0.01% +283 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,885 shares; 2024Q4: not reported; 2025Q1: 9,479 shares; 2025Q2: 11,711 shares; 2025Q3: 29,730 shares 29,730 $998K 0.01% +18,019 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 621 shares; 2025Q1: 641 shares; 2025Q2: 651 shares; 2025Q3: 665 shares 665 $995K 0.01% +14 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: 13,667 shares; 2024Q4: 13,110 shares; 2025Q1: 15,308 shares; 2025Q2: 15,240 shares; 2025Q3: 16,123 shares 16,123 $993K 0.01% +883 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,305 shares; 2025Q1: 3,300 shares; 2025Q2: 3,200 shares; 2025Q3: 3,311 shares 3,311 $993K 0.01% +111 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,625 shares; 2024Q4: 42,380 shares; 2025Q1: 23,669 shares; 2025Q2: 39,313 shares; 2025Q3: 15,847 shares 15,847 $990K 0.01% -23,466 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,115 shares; 2025Q3: 13,015 shares 13,015 $987K 0.01% +8,900 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 6,678 shares; 2025Q1: 6,330 shares; 2025Q2: 5,472 shares; 2025Q3: 6,684 shares 6,684 $986K 0.01% +1,212 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,214 shares; 2025Q3: 120,227 shares 120,227 $983K 0.01% +91,013 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: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,999 shares; 2025Q3: 4,924 shares 4,924 $982K 0.01% -75 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,328 shares; 2025Q1: 3,883 shares; 2025Q2: 4,172 shares; 2025Q3: 5,474 shares 5,474 $978K 0.01% +1,302 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 7,240 shares; 2025Q1: 7,021 shares; 2025Q2: 7,036 shares; 2025Q3: 7,016 shares 7,016 $978K 0.01% -20 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,341 shares; 2024Q4: 76,706 shares; 2025Q1: 74,975 shares; 2025Q2: 65,473 shares; 2025Q3: 64,986 shares 64,986 $975K 0.01% -487 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,660 shares; 2024Q4: 41,179 shares; 2025Q1: 40,525 shares; 2025Q2: 36,540 shares; 2025Q3: 38,006 shares 38,006 $970K 0.01% +1,466 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,172 shares; 2024Q4: 12,108 shares; 2025Q1: 12,043 shares; 2025Q2: 11,379 shares; 2025Q3: 11,182 shares 11,182 $965K 0.01% -197 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 21,541 shares; 2025Q1: 21,941 shares; 2025Q2: 20,926 shares; 2025Q3: 20,876 shares 20,876 $963K 0.01% -50 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,158 shares; 2024Q4: 13,463 shares; 2025Q1: 12,134 shares; 2025Q2: 9,350 shares; 2025Q3: 12,281 shares 12,281 $963K 0.01% +2,931 Timeline EDOW 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: 23,200 shares; 2024Q4: 25,165 shares; 2025Q1: 25,186 shares; 2025Q2: 24,931 shares; 2025Q3: 24,061 shares 24,061 $961K 0.01% -870 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 11,552 shares; 2025Q1: 12,556 shares; 2025Q2: 12,560 shares; 2025Q3: 12,563 shares 12,563 $957K 0.01% +3 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,816 shares; 2025Q3: 16,867 shares 16,867 $957K 0.01% +1,051 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,000 shares; 2025Q2: 215,000 shares; 2025Q3: 220,000 shares 220,000 $950K 0.01% +5,000 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 19,750 shares; 2025Q2: 19,750 shares; 2025Q3: 18,450 shares 18,450 $950K 0.01% -1,300 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 715 shares; 2025Q1: 2,173 shares; 2025Q2: 1,553 shares; 2025Q3: 2,071 shares 2,071 $950K 0.01% +518 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,165 shares; 2024Q4: 34,418 shares; 2025Q1: 36,090 shares; 2025Q2: 35,010 shares; 2025Q3: 35,010 shares 35,010 $950K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 4,413 shares; 2025Q1: 4,323 shares; 2025Q2: 4,206 shares; 2025Q3: 10,586 shares 10,586 $949K 0.01% +6,380 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,692 shares; 2024Q4: 22,084 shares; 2025Q1: 21,987 shares; 2025Q2: 21,987 shares; 2025Q3: 22,113 shares 22,113 $949K 0.01% +126 Timeline IMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,894 shares 25,894 $949K 0.01% new Timeline XLC 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: 9,099 shares; 2024Q4: 9,217 shares; 2025Q1: 9,227 shares; 2025Q2: 6,471 shares; 2025Q3: 8,014 shares 8,014 $949K 0.01% +1,543 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,796 shares; 2024Q4: 19,880 shares; 2025Q1: 13,696 shares; 2025Q2: 14,082 shares; 2025Q3: 13,782 shares 13,782 $944K 0.01% -300 Timeline BANK OF AMER CORP 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: 582 shares; 2024Q4: 812 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 736 shares 736 $942K 0.01% 0 NDSN NORDSON CORP More: the full row for NORDSON 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: 2,282 shares; 2025Q3: 4,147 shares 4,147 $941K 0.01% +1,865 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 6,404 shares; 2025Q1: 6,404 shares; 2025Q2: 6,404 shares; 2025Q3: 7,444 shares 7,444 $938K 0.01% +1,040 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,080 shares; 2024Q4: 14,046 shares; 2025Q1: 21,696 shares; 2025Q2: 14,162 shares; 2025Q3: 13,791 shares 13,791 $935K 0.01% -371 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,427 shares 17,427 $935K 0.01% new Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,362 shares; 2024Q4: 49,362 shares; 2025Q1: 49,362 shares; 2025Q2: 49,362 shares; 2025Q3: 49,362 shares 49,362 $933K 0.01% 0 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,013 shares 62,013 $932K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 7,321 shares; 2025Q1: 8,194 shares; 2025Q2: 8,115 shares; 2025Q3: 8,507 shares 8,507 $927K 0.01% +392 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 5,406 shares; 2025Q1: 5,603 shares; 2025Q2: 5,623 shares; 2025Q3: 5,362 shares 5,362 $925K 0.01% -261 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,408 shares; 2024Q4: 46,414 shares; 2025Q1: 46,821 shares; 2025Q2: 44,999 shares; 2025Q3: 43,905 shares 43,905 $922K 0.01% -1,094 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,296 shares 31,296 $915K 0.01% new Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,400 shares; 2024Q4: 40,934 shares; 2025Q1: 40,651 shares; 2025Q2: 30,228 shares; 2025Q3: 30,184 shares 30,184 $914K 0.01% -44 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,889 shares; 2024Q4: 15,202 shares; 2025Q1: 15,660 shares; 2025Q2: 16,195 shares; 2025Q3: 15,435 shares 15,435 $914K 0.01% -760 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,277 shares; 2024Q4: 11,578 shares; 2025Q1: 10,476 shares; 2025Q2: 7,164 shares; 2025Q3: 8,177 shares 8,177 $912K 0.01% +1,013 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 5,484 shares; 2025Q1: 4,772 shares; 2025Q2: 4,460 shares; 2025Q3: 4,514 shares 4,514 $910K 0.01% +54 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,169 shares; 2025Q1: 55,599 shares; 2025Q2: 56,603 shares; 2025Q3: 60,295 shares 60,295 $909K 0.01% +3,692 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,396 shares; 2025Q1: 49,449 shares; 2025Q2: 20,770 shares; 2025Q3: 21,660 shares 21,660 $909K 0.01% +890 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: 2,845 shares; 2024Q4: 2,940 shares; 2025Q1: 2,857 shares; 2025Q2: 2,892 shares; 2025Q3: 2,930 shares 2,930 $908K 0.01% +38 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,424 shares; 2024Q4: 10,274 shares; 2025Q1: 10,089 shares; 2025Q2: 9,689 shares; 2025Q3: 9,033 shares 9,033 $905K 0.01% -656 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: 10,648 shares 10,648 $902K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,931 shares; 2024Q4: 22,777 shares; 2025Q1: 23,546 shares; 2025Q2: 23,281 shares; 2025Q3: 24,129 shares 24,129 $897K 0.01% +848 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,884 shares 13,884 $895K 0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,627 shares; 2024Q4: 5,094 shares; 2025Q1: 5,460 shares; 2025Q2: 11,633 shares; 2025Q3: 11,328 shares 11,328 $887K 0.01% -305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,821 shares 29,821 $883K 0.01% new Timeline PDEX PRO-DEX INC COLO More: the full row for PRO-DEX INC COLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,335 shares; 2025Q3: 26,073 shares 26,073 $883K 0.01% +15,738 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,118 shares; 2024Q4: 66,231 shares; 2025Q1: 69,954 shares; 2025Q2: 71,739 shares; 2025Q3: 66,571 shares 66,571 $880K 0.01% -5,168 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 9,082 shares; 2025Q1: 6,757 shares; 2025Q2: 5,232 shares; 2025Q3: 5,249 shares 5,249 $879K 0.01% +17 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,565 shares; 2024Q4: 25,838 shares; 2025Q1: 25,476 shares; 2025Q2: 13,354 shares; 2025Q3: 14,090 shares 14,090 $878K 0.01% +736 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: 5,253 shares; 2024Q4: 2,383 shares; 2025Q1: 2,348 shares; 2025Q2: 5,913 shares; 2025Q3: 2,712 shares 2,712 $878K 0.01% -3,201 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,758 shares; 2024Q4: 12,258 shares; 2025Q1: 10,258 shares; 2025Q2: 10,258 shares; 2025Q3: 69,538 shares 69,538 $873K 0.01% +59,280 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 29,818 shares; 2025Q1: 29,818 shares; 2025Q2: 30,001 shares; 2025Q3: 29,818 shares 29,818 $868K 0.01% -183 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,179 shares; 2024Q4: 16,860 shares; 2025Q1: 16,418 shares; 2025Q2: 15,551 shares; 2025Q3: 15,313 shares 15,313 $866K 0.01% -238 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,453 shares; 2024Q4: 24,698 shares; 2025Q1: 24,649 shares; 2025Q2: 23,210 shares; 2025Q3: 21,468 shares 21,468 $866K 0.01% -1,742 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,651 shares; 2024Q4: 8,350 shares; 2025Q1: 15,710 shares; 2025Q2: 5,848 shares; 2025Q3: 17,286 shares 17,286 $864K 0.01% +11,438 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,283 shares; 2024Q4: 32,257 shares; 2025Q1: 32,213 shares; 2025Q2: 31,317 shares; 2025Q3: 31,864 shares 31,864 $864K 0.01% +547 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,434 shares; 2024Q4: 65,549 shares; 2025Q1: 63,527 shares; 2025Q2: 77,228 shares; 2025Q3: 88,015 shares 88,015 $858K 0.01% +10,787 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 5,804 shares; 2025Q1: 5,849 shares; 2025Q2: 6,228 shares; 2025Q3: 5,275 shares 5,275 $856K 0.01% -953 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,917 shares 11,917 $856K 0.01% new 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: 4,042 shares; 2024Q4: 2,725 shares; 2025Q1: 3,656 shares; 2025Q2: 2,363 shares; 2025Q3: 2,007 shares 2,007 $855K 0.01% -356 Timeline PGX 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: 74,143 shares; 2024Q4: 75,865 shares; 2025Q1: 73,935 shares; 2025Q2: 70,572 shares; 2025Q3: 73,063 shares 73,063 $848K 0.01% +2,491 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: 8,602 shares; 2024Q4: 8,442 shares; 2025Q1: 6,621 shares; 2025Q2: 6,224 shares; 2025Q3: 6,506 shares 6,506 $847K 0.01% +282 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 645 shares; 2025Q1: not reported; 2025Q2: 48,708 shares; 2025Q3: 93,557 shares 93,557 $842K 0.01% +44,849 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,956 shares; 2024Q4: 9,845 shares; 2025Q1: 9,879 shares; 2025Q2: 9,520 shares; 2025Q3: 9,426 shares 9,426 $834K 0.01% -94 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: 1,108 shares; 2024Q4: 1,094 shares; 2025Q1: 1,249 shares; 2025Q2: 1,421 shares; 2025Q3: 1,393 shares 1,393 $830K 0.01% -28 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,201 shares; 2025Q1: 5,201 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares 4,750 $830K 0.01% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,906 shares 9,906 $828K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,845 shares; 2024Q4: 53,377 shares; 2025Q1: 14,862 shares; 2025Q2: 14,160 shares; 2025Q3: 13,858 shares 13,858 $826K 0.01% -302 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,347 shares; 2024Q4: 89,940 shares; 2025Q1: 90,284 shares; 2025Q2: 89,583 shares; 2025Q3: 90,459 shares 90,459 $823K 0.01% +876 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,211 shares; 2024Q4: 11,277 shares; 2025Q1: 13,808 shares; 2025Q2: 9,568 shares; 2025Q3: 6,787 shares 6,787 $821K 0.01% -2,781 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,439 shares; 2024Q4: 82,774 shares; 2025Q1: 65,453 shares; 2025Q2: 66,205 shares; 2025Q3: 67,026 shares 67,026 $818K 0.01% +821 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 10,417 shares; 2025Q1: 10,341 shares; 2025Q2: 17,142 shares; 2025Q3: 16,341 shares 16,341 $818K 0.01% -801 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: 12,950 shares; 2024Q4: 13,666 shares; 2025Q1: 14,414 shares; 2025Q2: 14,660 shares; 2025Q3: 14,446 shares 14,446 $815K 0.01% -214 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 8,775 shares; 2025Q3: 9,625 shares 9,625 $814K 0.01% +850 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,534 shares; 2024Q4: 26,077 shares; 2025Q1: 26,077 shares; 2025Q2: 26,077 shares; 2025Q3: 25,777 shares 25,777 $799K 0.01% -300 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,115 shares; 2024Q4: 42,465 shares; 2025Q1: 44,892 shares; 2025Q2: 42,465 shares; 2025Q3: 75,277 shares 75,277 $797K 0.01% +32,812 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,228 shares; 2025Q1: 2,327 shares; 2025Q2: 2,238 shares; 2025Q3: 2,233 shares 2,233 $796K 0.01% -5 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,668 shares 50,668 $795K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 7,147 shares; 2025Q1: 6,433 shares; 2025Q2: 6,436 shares; 2025Q3: 7,703 shares 7,703 $795K 0.01% +1,267 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 13,915 shares; 2025Q1: 5,511 shares; 2025Q2: 5,523 shares; 2025Q3: 6,403 shares 6,403 $792K 0.01% +880 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 2,871 shares; 2025Q1: 2,711 shares; 2025Q2: 2,578 shares; 2025Q3: 2,569 shares 2,569 $790K 0.01% -9 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 4,704 shares; 2025Q3: 4,704 shares 4,704 $788K 0.01% 0 Timeline TEQI 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: 12,136 shares; 2024Q4: 15,958 shares; 2025Q1: 17,611 shares; 2025Q2: 17,682 shares; 2025Q3: 17,880 shares 17,880 $784K 0.01% +198 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,432 shares; 2025Q3: 5,730 shares 5,730 $784K 0.01% +2,298 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 10,033 shares; 2025Q1: 9,313 shares; 2025Q2: 9,231 shares; 2025Q3: 10,062 shares 10,062 $783K 0.01% +831 Timeline THR THERMON GROUP HLDGS INC More: the full row for THERMON GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,282 shares; 2024Q4: 29,908 shares; 2025Q1: 29,624 shares; 2025Q2: 27,525 shares; 2025Q3: 29,059 shares 29,059 $776K <0.01% +1,534 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,779 shares; 2025Q1: 2,394 shares; 2025Q2: 2,177 shares; 2025Q3: 3,377 shares 3,377 $776K <0.01% +1,200 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,362 shares; 2024Q4: 18,362 shares; 2025Q1: 23,277 shares; 2025Q2: 30,034 shares; 2025Q3: 32,367 shares 32,367 $775K <0.01% +2,333 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,768 shares; 2025Q1: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 2,786 shares 2,786 $773K <0.01% +18 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,149 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,951 shares 1,951 $773K <0.01% -6 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 20,610 shares; 2025Q1: 20,610 shares; 2025Q2: 20,822 shares; 2025Q3: 21,449 shares 21,449 $772K <0.01% +627 Timeline IVOV 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: 7,880 shares; 2024Q4: 7,833 shares; 2025Q1: 7,854 shares; 2025Q2: 7,846 shares; 2025Q3: 7,660 shares 7,660 $772K <0.01% -186 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL 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: 10,150 shares; 2025Q2: 11,680 shares; 2025Q3: 7,848 shares 7,848 $771K <0.01% -3,832 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: 6,399 shares; 2024Q4: 6,915 shares; 2025Q1: 7,803 shares; 2025Q2: 7,676 shares; 2025Q3: 7,706 shares 7,706 $770K <0.01% +30 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 2,572 shares; 2025Q1: 2,683 shares; 2025Q2: 2,934 shares; 2025Q3: 2,877 shares 2,877 $769K <0.01% -57 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,554 shares; 2024Q4: 30,624 shares; 2025Q1: 30,624 shares; 2025Q2: 31,124 shares; 2025Q3: 32,124 shares 32,124 $769K <0.01% +1,000 Timeline LAKE LAKELAND INDS INC More: the full row for LAKELAND INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,194 shares; 2024Q4: 43,892 shares; 2025Q1: 43,247 shares; 2025Q2: 45,673 shares; 2025Q3: 51,834 shares 51,834 $767K <0.01% +6,161 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 29,929 shares; 2025Q1: 30,016 shares; 2025Q2: 31,109 shares; 2025Q3: 31,452 shares 31,452 $767K <0.01% +343 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,957 shares; 2025Q1: 12,568 shares; 2025Q2: 13,499 shares; 2025Q3: 13,329 shares 13,329 $765K <0.01% -170 Timeline NUBD 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: 22,995 shares; 2024Q4: 23,478 shares; 2025Q1: 24,889 shares; 2025Q2: 33,556 shares; 2025Q3: 33,793 shares 33,793 $759K <0.01% +237 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: 17,718 shares; 2024Q4: 17,718 shares; 2025Q1: 17,718 shares; 2025Q2: 16,768 shares; 2025Q3: 16,968 shares 16,968 $758K <0.01% +200 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,404 shares; 2024Q4: 32,350 shares; 2025Q1: 9,460 shares; 2025Q2: 8,591 shares; 2025Q3: 6,982 shares 6,982 $758K <0.01% -1,609 Timeline EAGG 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: 18,485 shares; 2024Q4: 15,463 shares; 2025Q1: 15,504 shares; 2025Q2: 15,504 shares; 2025Q3: 15,660 shares 15,660 $752K <0.01% +156 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 8,230 shares; 2025Q1: 6,755 shares; 2025Q2: 6,655 shares; 2025Q3: 6,180 shares 6,180 $751K <0.01% -475 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares 4,970 $750K <0.01% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,190 shares; 2024Q4: 19,190 shares; 2025Q1: 19,755 shares; 2025Q2: 24,555 shares; 2025Q3: 28,420 shares 28,420 $749K <0.01% +3,865 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,685 shares; 2025Q1: 3,755 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares 3,679 $747K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 9,822 shares; 2025Q1: 9,520 shares; 2025Q2: 10,011 shares; 2025Q3: 9,811 shares 9,811 $743K <0.01% -200 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,924 shares; 2024Q4: 8,924 shares; 2025Q1: 8,924 shares; 2025Q2: 8,924 shares; 2025Q3: 8,924 shares 8,924 $742K <0.01% 0 Timeline HYD 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: 10,380 shares; 2024Q4: 12,103 shares; 2025Q1: 11,870 shares; 2025Q2: 13,952 shares; 2025Q3: 14,549 shares 14,549 $741K <0.01% +597 Timeline FSMB 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: 59,826 shares; 2024Q4: 43,332 shares; 2025Q1: 36,637 shares; 2025Q2: 36,637 shares; 2025Q3: 36,637 shares 36,637 $736K <0.01% 0 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,961 shares; 2024Q4: 24,009 shares; 2025Q1: 24,400 shares; 2025Q2: 22,637 shares; 2025Q3: 24,357 shares 24,357 $730K <0.01% +1,720 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: 6,596 shares; 2024Q4: 6,323 shares; 2025Q1: 8,818 shares; 2025Q2: 8,887 shares; 2025Q3: 8,867 shares 8,867 $723K <0.01% -20 Timeline WSBC WESBANCO INC More: the full row for WESBANCO 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: 15,998 shares; 2025Q2: 14,463 shares; 2025Q3: 22,639 shares 22,639 $723K <0.01% +8,176 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,584 shares; 2025Q1: 2,584 shares; 2025Q2: 2,584 shares; 2025Q3: 2,584 shares 2,584 $722K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 8,168 shares; 2025Q1: 5,726 shares; 2025Q2: 5,111 shares; 2025Q3: 5,222 shares 5,222 $721K <0.01% +111 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,720 shares; 2025Q1: 5,655 shares; 2025Q2: 5,655 shares; 2025Q3: 5,655 shares 5,655 $721K <0.01% 0 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,364 shares 24,364 $720K <0.01% new Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,707 shares; 2024Q4: 31,384 shares; 2025Q1: 31,076 shares; 2025Q2: 31,384 shares; 2025Q3: 41,584 shares 41,584 $719K <0.01% +10,200 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,795 shares; 2024Q4: 11,141 shares; 2025Q1: 13,960 shares; 2025Q2: 22,365 shares; 2025Q3: 24,165 shares 24,165 $717K <0.01% +1,800 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: 4,952 shares; 2024Q4: 4,193 shares; 2025Q1: 4,267 shares; 2025Q2: 4,555 shares; 2025Q3: 4,276 shares 4,276 $717K <0.01% -279 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,283 shares; 2025Q1: 1,932 shares; 2025Q2: 2,658 shares; 2025Q3: 2,753 shares 2,753 $716K <0.01% +95 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,512 shares; 2024Q4: 26,090 shares; 2025Q1: 23,068 shares; 2025Q2: 8,083 shares; 2025Q3: 7,048 shares 7,048 $716K <0.01% -1,035 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 2,752 shares; 2025Q1: 1,297 shares; 2025Q2: 2,223 shares; 2025Q3: 2,213 shares 2,213 $713K <0.01% -10 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,534 shares; 2024Q4: 20,982 shares; 2025Q1: 18,634 shares; 2025Q2: 18,645 shares; 2025Q3: 16,825 shares 16,825 $710K <0.01% -1,820 Timeline PLYM PLYMOUTH INDUSTRIAL REIT INC More: the full row for PLYMOUTH INDUSTRIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,339 shares; 2024Q4: 57,956 shares; 2025Q1: 58,905 shares; 2025Q2: 59,937 shares; 2025Q3: 31,801 shares 31,801 $710K <0.01% -28,136 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,308 shares; 2025Q1: 2,424 shares; 2025Q2: 2,456 shares; 2025Q3: 2,090 shares 2,090 $710K <0.01% -366 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 21,028 shares; 2025Q1: 22,710 shares; 2025Q2: 23,062 shares; 2025Q3: 24,932 shares 24,932 $702K <0.01% +1,870 Timeline MOS MOSAIC CO More: the full row for MOSAIC 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: 20,206 shares 20,206 $701K <0.01% new Timeline