JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 787 shares; 2025Q3: 23,592 shares 23,592 $1.75M 0.03% +22,805 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,257 shares; 2025Q1: 18,680 shares; 2025Q2: 17,659 shares; 2025Q3: 18,269 shares 18,269 $1.74M 0.03% +610 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,692 shares; 2025Q1: 4,282 shares; 2025Q2: 10,270 shares; 2025Q3: 12,558 shares 12,558 $1.74M 0.03% +2,288 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,831 shares; 2025Q1: 15,970 shares; 2025Q2: 35,805 shares; 2025Q3: 117,096 shares 117,096 $1.72M 0.03% +81,291 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 32,739 shares 32,739 $1.72M 0.03% +30,524 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: restricted; 2024Q4: 17,004 shares; 2025Q1: 18,261 shares; 2025Q2: 16,539 shares; 2025Q3: 20,321 shares 20,321 $1.71M 0.03% +3,782 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,609 shares; 2025Q1: 9,224 shares; 2025Q2: 30,436 shares; 2025Q3: 40,623 shares 40,623 $1.71M 0.03% +10,187 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,657 shares; 2025Q1: 29,592 shares; 2025Q2: 75,735 shares; 2025Q3: 37,254 shares 37,254 $1.71M 0.03% -38,481 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,604 shares; 2025Q1: 3,653 shares; 2025Q2: 3,486 shares; 2025Q3: 6,107 shares 6,107 $1.71M 0.03% +2,621 Timeline LJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,867 shares 70,867 $1.7M 0.03% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,300 shares; 2025Q1: 20,792 shares; 2025Q2: 38,004 shares; 2025Q3: 29,763 shares 29,763 $1.69M 0.03% -8,241 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,540 shares; 2025Q1: 35,912 shares; 2025Q2: 34,449 shares; 2025Q3: 37,527 shares 37,527 $1.69M 0.03% +3,078 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,569 shares; 2025Q1: 8,980 shares; 2025Q2: 12,665 shares; 2025Q3: 13,099 shares 13,099 $1.69M 0.03% +434 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,029 shares; 2025Q1: 5,030 shares; 2025Q2: 9,558 shares; 2025Q3: 12,306 shares 12,306 $1.69M 0.03% +2,748 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: restricted; 2024Q4: 2,763 shares; 2025Q1: 6,159 shares; 2025Q2: 4,994 shares; 2025Q3: 12,078 shares 12,078 $1.69M 0.03% +7,084 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,627 shares; 2025Q1: 12,089 shares; 2025Q2: 12,967 shares; 2025Q3: 27,476 shares 27,476 $1.68M 0.03% +14,509 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: restricted; 2024Q4: 10,267 shares; 2025Q1: 28,369 shares; 2025Q2: 31,601 shares; 2025Q3: 35,517 shares 35,517 $1.68M 0.03% +3,916 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 869 shares; 2025Q3: 70,912 shares 70,912 $1.67M 0.03% +70,043 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,144 shares; 2025Q2: 4,037 shares; 2025Q3: 3,934 shares 3,934 $1.67M 0.03% -103 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 48,415 shares 48,415 $1.67M 0.03% +48,125 Timeline DGCB 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: restricted; 2024Q4: 15,370 shares; 2025Q1: 23,348 shares; 2025Q2: 27,568 shares; 2025Q3: 30,134 shares 30,134 $1.67M 0.03% +2,566 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,556 shares; 2025Q1: 26,864 shares; 2025Q2: 40,486 shares; 2025Q3: 42,467 shares 42,467 $1.67M 0.03% +1,981 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: restricted; 2024Q4: 5,648 shares; 2025Q1: 8,808 shares; 2025Q2: 9,109 shares; 2025Q3: 8,896 shares 8,896 $1.66M 0.03% -213 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,067 shares; 2025Q1: 141,576 shares; 2025Q2: 82,215 shares; 2025Q3: 69,682 shares 69,682 $1.66M 0.03% -12,533 Timeline DIVO 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: restricted; 2024Q4: 5,086 shares; 2025Q1: 4,926 shares; 2025Q2: 17,946 shares; 2025Q3: 37,248 shares 37,248 $1.66M 0.03% +19,302 Timeline IEUR 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: restricted; 2024Q4: 10,591 shares; 2025Q1: 10,620 shares; 2025Q2: 20,012 shares; 2025Q3: 24,305 shares 24,305 $1.66M 0.03% +4,293 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,194 shares; 2025Q1: 6,467 shares; 2025Q2: 6,213 shares; 2025Q3: 11,776 shares 11,776 $1.65M 0.02% +5,563 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,534 shares; 2025Q1: 12,226 shares; 2025Q2: 22,923 shares; 2025Q3: 32,266 shares 32,266 $1.63M 0.02% +9,343 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,278 shares; 2025Q1: 15,149 shares; 2025Q2: 13,927 shares; 2025Q3: 13,929 shares 13,929 $1.63M 0.02% +2 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 3,879 shares; 2025Q2: 3,224 shares; 2025Q3: 5,444 shares 5,444 $1.62M 0.02% +2,220 Timeline BUXX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,766 shares 79,766 $1.62M 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,998 shares; 2025Q1: 19,164 shares; 2025Q2: 20,812 shares; 2025Q3: 22,082 shares 22,082 $1.61M 0.02% +1,270 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,157 shares; 2025Q1: 14,564 shares; 2025Q2: 37,356 shares; 2025Q3: 32,661 shares 32,661 $1.6M 0.02% -4,695 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,841 shares; 2025Q1: 15,335 shares; 2025Q2: 21,179 shares; 2025Q3: 23,769 shares 23,769 $1.59M 0.02% +2,590 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 863 shares; 2025Q1: 1,102 shares; 2025Q2: 1,219 shares; 2025Q3: 1,925 shares 1,925 $1.59M 0.02% +706 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: restricted; 2024Q4: 19,662 shares; 2025Q1: 16,268 shares; 2025Q2: 20,739 shares; 2025Q3: 31,182 shares 31,182 $1.58M 0.02% +10,443 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,961 shares; 2025Q2: 4,922 shares; 2025Q3: 18,038 shares 18,038 $1.57M 0.02% +13,116 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,918 shares; 2025Q1: 11,499 shares; 2025Q2: 5,279 shares; 2025Q3: 13,989 shares 13,989 $1.57M 0.02% +8,710 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,744 shares; 2025Q1: 28,636 shares; 2025Q2: 28,969 shares; 2025Q3: 41,064 shares 41,064 $1.56M 0.02% +12,095 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: restricted; 2024Q4: 6,150 shares; 2025Q1: 11,417 shares; 2025Q2: 17,603 shares; 2025Q3: 20,315 shares 20,315 $1.56M 0.02% +2,712 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 728 shares; 2025Q1: 5,769 shares; 2025Q2: 11,803 shares; 2025Q3: 19,516 shares 19,516 $1.56M 0.02% +7,713 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,622 shares; 2025Q1: 19,832 shares; 2025Q2: 19,708 shares; 2025Q3: 33,144 shares 33,144 $1.56M 0.02% +13,436 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,703 shares; 2025Q1: 3,684 shares; 2025Q2: 3,645 shares; 2025Q3: 8,993 shares 8,993 $1.55M 0.02% +5,348 Timeline RSPU 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: restricted; 2024Q4: 852 shares; 2025Q1: 19,784 shares; 2025Q2: 19,434 shares; 2025Q3: 20,224 shares 20,224 $1.55M 0.02% +790 Timeline FTEC 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: restricted; 2024Q4: 2,614 shares; 2025Q1: 3,492 shares; 2025Q2: 5,086 shares; 2025Q3: 6,969 shares 6,969 $1.55M 0.02% +1,883 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,492 shares; 2025Q1: 5,698 shares; 2025Q2: 5,229 shares; 2025Q3: 8,742 shares 8,742 $1.55M 0.02% +3,513 Timeline IDV 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: restricted; 2024Q4: 11,055 shares; 2025Q1: 10,349 shares; 2025Q2: 38,351 shares; 2025Q3: 42,104 shares 42,104 $1.54M 0.02% +3,753 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,522 shares; 2025Q1: 12,920 shares; 2025Q2: 11,804 shares; 2025Q3: 12,327 shares 12,327 $1.53M 0.02% +523 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,363 shares; 2025Q1: 20,355 shares; 2025Q2: 23,890 shares; 2025Q3: 30,223 shares 30,223 $1.53M 0.02% +6,333 Timeline SCHR 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: restricted; 2024Q4: 29,268 shares; 2025Q1: 90,189 shares; 2025Q2: 79,650 shares; 2025Q3: 60,389 shares 60,389 $1.52M 0.02% -19,261 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,623 shares; 2025Q3: 50,466 shares 50,466 $1.52M 0.02% +17,843 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 3,245 shares; 2025Q2: 11,653 shares; 2025Q3: 11,479 shares 11,479 $1.52M 0.02% -174 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,904 shares; 2025Q1: 124,634 shares; 2025Q2: 137,190 shares; 2025Q3: 107,227 shares 107,227 $1.51M 0.02% -29,963 Timeline IFRA 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: restricted; 2024Q4: 70,992 shares; 2025Q1: 30,198 shares; 2025Q2: 22,409 shares; 2025Q3: 28,561 shares 28,561 $1.51M 0.02% +6,152 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: restricted; 2024Q4: 3,548 shares; 2025Q1: 5,209 shares; 2025Q2: 7,137 shares; 2025Q3: 8,468 shares 8,468 $1.51M 0.02% +1,331 Timeline GFEB 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: restricted; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 7,928 shares; 2025Q3: 37,175 shares 37,175 $1.51M 0.02% +29,247 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: 16,411 shares; 2025Q2: 21,912 shares; 2025Q3: 17,905 shares 17,905 $1.5M 0.02% -4,007 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,101 shares; 2025Q1: 31,849 shares; 2025Q2: 32,882 shares; 2025Q3: 31,567 shares 31,567 $1.5M 0.02% -1,315 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,345 shares; 2025Q1: 59,698 shares; 2025Q2: 50,054 shares; 2025Q3: 73,495 shares 73,495 $1.5M 0.02% +23,441 Timeline IGF 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: restricted; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 1,246 shares; 2025Q3: 24,497 shares 24,497 $1.5M 0.02% +23,251 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,160 shares; 2025Q1: 42,014 shares; 2025Q2: 25,959 shares; 2025Q3: 21,407 shares 21,407 $1.49M 0.02% -4,552 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,318 shares; 2025Q1: 11,317 shares; 2025Q2: 12,193 shares; 2025Q3: 12,588 shares 12,588 $1.49M 0.02% +395 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,042 shares; 2025Q1: 19,527 shares; 2025Q2: 46,989 shares; 2025Q3: 47,702 shares 47,702 $1.49M 0.02% +713 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,489 shares; 2025Q1: 22,265 shares; 2025Q2: 19,906 shares; 2025Q3: 17,701 shares 17,701 $1.48M 0.02% -2,205 Timeline XFEB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,253 shares; 2025Q3: 42,208 shares 42,208 $1.48M 0.02% +33,955 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,813 shares; 2025Q1: 3,505 shares; 2025Q2: 4,646 shares; 2025Q3: 5,091 shares 5,091 $1.47M 0.02% +445 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 620 shares; 2025Q2: 2,329 shares; 2025Q3: 6,372 shares 6,372 $1.47M 0.02% +4,043 Timeline SPYD 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: restricted; 2024Q4: 36,842 shares; 2025Q1: 35,342 shares; 2025Q2: 33,960 shares; 2025Q3: 33,217 shares 33,217 $1.46M 0.02% -743 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,123 shares 13,123 $1.45M 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,796 shares; 2025Q1: 4,641 shares; 2025Q2: 5,550 shares; 2025Q3: 8,613 shares 8,613 $1.45M 0.02% +3,063 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: restricted; 2024Q4: 1,849 shares; 2025Q1: 2,379 shares; 2025Q2: 2,447 shares; 2025Q3: 2,229 shares 2,229 $1.45M 0.02% -218 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,928 shares; 2025Q1: 37,040 shares; 2025Q2: 29,703 shares; 2025Q3: 31,327 shares 31,327 $1.44M 0.02% +1,624 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,125 shares; 2025Q1: 8,956 shares; 2025Q2: 9,644 shares; 2025Q3: 9,773 shares 9,773 $1.44M 0.02% +129 Timeline QHDG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,655 shares; 2025Q3: 49,376 shares 49,376 $1.44M 0.02% +3,721 Timeline SCHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,168 shares; 2025Q3: 51,362 shares 51,362 $1.44M 0.02% +50,194 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,047 shares; 2025Q1: 15,926 shares; 2025Q2: 19,558 shares; 2025Q3: 22,870 shares 22,870 $1.43M 0.02% +3,312 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: restricted; 2024Q4: 14,643 shares; 2025Q1: 18,324 shares; 2025Q2: 12,325 shares; 2025Q3: 12,058 shares 12,058 $1.43M 0.02% -267 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,972 shares; 2025Q1: 9,563 shares; 2025Q2: 10,503 shares; 2025Q3: 26,782 shares 26,782 $1.42M 0.02% +16,279 Timeline JMUB 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: restricted; 2024Q4: 3,722 shares; 2025Q1: 14,029 shares; 2025Q2: 15,083 shares; 2025Q3: 28,104 shares 28,104 $1.42M 0.02% +13,021 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: restricted; 2024Q4: 2,258 shares; 2025Q1: 3,233 shares; 2025Q2: 6,339 shares; 2025Q3: 7,365 shares 7,365 $1.42M 0.02% +1,026 Timeline CORP 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: restricted; 2024Q4: 8,687 shares; 2025Q1: 22,931 shares; 2025Q2: 17,230 shares; 2025Q3: 14,356 shares 14,356 $1.42M 0.02% -2,874 Timeline 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: restricted; 2024Q4: 6,467 shares; 2025Q1: 6,514 shares; 2025Q2: 29,088 shares; 2025Q3: 31,297 shares 31,297 $1.41M 0.02% +2,209 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,945 shares; 2025Q1: 72,273 shares; 2025Q2: 77,735 shares; 2025Q3: 72,246 shares 72,246 $1.39M 0.02% -5,489 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,749 shares; 2025Q1: 9,719 shares; 2025Q2: 16,570 shares; 2025Q3: 19,421 shares 19,421 $1.39M 0.02% +2,851 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,083 shares; 2025Q1: 45,507 shares; 2025Q2: 76,601 shares; 2025Q3: 80,938 shares 80,938 $1.39M 0.02% +4,337 Timeline JPUS 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: restricted; 2024Q4: 454 shares; 2025Q1: 6,999 shares; 2025Q2: 11,709 shares; 2025Q3: 11,165 shares 11,165 $1.38M 0.02% -544 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,172 shares; 2025Q1: 12,030 shares; 2025Q2: 10,675 shares; 2025Q3: 10,870 shares 10,870 $1.38M 0.02% +195 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,438 shares; 2025Q1: 22,886 shares; 2025Q2: 25,920 shares; 2025Q3: 28,704 shares 28,704 $1.37M 0.02% +2,784 Timeline FXO 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: restricted; 2024Q4: 2,044 shares; 2025Q1: 21,892 shares; 2025Q2: 23,093 shares; 2025Q3: 23,069 shares 23,069 $1.37M 0.02% -24 Timeline FPX 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: restricted; 2024Q4: 109 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 8,244 shares 8,244 $1.37M 0.02% +7,413 Timeline EFIV 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: restricted; 2024Q4: not reported; 2025Q1: 114,158 shares; 2025Q2: 20,254 shares; 2025Q3: 21,523 shares 21,523 $1.37M 0.02% +1,269 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: restricted; 2024Q4: 6,903 shares; 2025Q1: 1,858 shares; 2025Q2: 9,448 shares; 2025Q3: 24,448 shares 24,448 $1.36M 0.02% +15,000 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,797 shares; 2025Q1: 16,278 shares; 2025Q2: 15,372 shares; 2025Q3: 17,793 shares 17,793 $1.34M 0.02% +2,421 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: restricted; 2024Q4: 4,136 shares; 2025Q1: 3,914 shares; 2025Q2: 4,299 shares; 2025Q3: 6,653 shares 6,653 $1.34M 0.02% +2,354 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57,670 shares; 2025Q2: 56,756 shares; 2025Q3: 50,586 shares 50,586 $1.34M 0.02% -6,170 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: restricted; 2024Q4: 6,380 shares; 2025Q1: 7,946 shares; 2025Q2: 10,460 shares; 2025Q3: 12,157 shares 12,157 $1.34M 0.02% +1,697 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: restricted; 2024Q4: 2,409 shares; 2025Q1: 2,871 shares; 2025Q2: 2,906 shares; 2025Q3: 3,393 shares 3,393 $1.33M 0.02% +487 Timeline RSPS 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: restricted; 2024Q4: not reported; 2025Q1: 48,779 shares; 2025Q2: 48,478 shares; 2025Q3: 45,462 shares 45,462 $1.33M 0.02% -3,016 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: restricted; 2024Q4: 2,767 shares; 2025Q1: 2,909 shares; 2025Q2: 4,050 shares; 2025Q3: 4,956 shares 4,956 $1.32M 0.02% +906 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 853 shares; 2025Q1: 996 shares; 2025Q2: 1,283 shares; 2025Q3: 117,798 shares 117,798 $1.32M 0.02% +116,515 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: restricted; 2024Q4: 21,633 shares; 2025Q1: 39,288 shares; 2025Q2: 36,455 shares; 2025Q3: 35,574 shares 35,574 $1.32M 0.02% -881 Timeline USXF 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: restricted; 2024Q4: 19,149 shares; 2025Q1: 24,005 shares; 2025Q2: 23,171 shares; 2025Q3: 23,063 shares 23,063 $1.32M 0.02% -108 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: restricted; 2024Q4: 2,157 shares; 2025Q1: 2,810 shares; 2025Q2: 2,676 shares; 2025Q3: 4,090 shares 4,090 $1.32M 0.02% +1,414 Timeline DON 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: restricted; 2024Q4: 833 shares; 2025Q1: 1,405 shares; 2025Q2: 8,839 shares; 2025Q3: 25,242 shares 25,242 $1.32M 0.02% +16,403 Timeline PRN 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: restricted; 2024Q4: not reported; 2025Q1: 7,515 shares; 2025Q2: 7,535 shares; 2025Q3: 7,609 shares 7,609 $1.31M 0.02% +74 Timeline LDUR 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: restricted; 2024Q4: 9,231 shares; 2025Q1: 11,919 shares; 2025Q2: 16,850 shares; 2025Q3: 13,663 shares 13,663 $1.31M 0.02% -3,187 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,862 shares; 2025Q1: 6,009 shares; 2025Q2: 5,578 shares; 2025Q3: 4,371 shares 4,371 $1.31M 0.02% -1,207 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,372 shares; 2025Q1: 12,141 shares; 2025Q2: 12,759 shares; 2025Q3: 12,657 shares 12,657 $1.31M 0.02% -102 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: restricted; 2024Q4: 4,704 shares; 2025Q1: 6,599 shares; 2025Q2: 9,849 shares; 2025Q3: 6,680 shares 6,680 $1.31M 0.02% -3,169 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 8,519 shares; 2025Q2: 14,685 shares; 2025Q3: 24,553 shares 24,553 $1.31M 0.02% +9,868 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,465 shares; 2025Q1: 3,543 shares; 2025Q2: 5,530 shares; 2025Q3: 5,494 shares 5,494 $1.31M 0.02% -36 Timeline AFEM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,525 shares; 2025Q3: 17,201 shares 17,201 $1.3M 0.02% +10,676 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: restricted; 2024Q4: 7,028 shares; 2025Q1: 8,382 shares; 2025Q2: 8,160 shares; 2025Q3: 8,409 shares 8,409 $1.3M 0.02% +249 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,194 shares; 2025Q1: 12,389 shares; 2025Q2: 13,774 shares; 2025Q3: 14,427 shares 14,427 $1.29M 0.02% +653 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 801 shares; 2025Q2: 885 shares; 2025Q3: 42,007 shares 42,007 $1.29M 0.02% +41,122 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: restricted; 2024Q4: 39,393 shares; 2025Q1: 32,885 shares; 2025Q2: 29,426 shares; 2025Q3: 30,186 shares 30,186 $1.28M 0.02% +760 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: restricted; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 13,274 shares; 2025Q3: 14,763 shares 14,763 $1.28M 0.02% +1,489 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,829 shares; 2025Q1: 4,846 shares; 2025Q2: 69,878 shares; 2025Q3: 13,190 shares 13,190 $1.28M 0.02% -56,688 Timeline IMPERIAL PETE INC COM NEW IMPERIAL PETE INC COM NEW More: the full row for IMPERIAL PETE INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 139,028 shares; 2025Q2: 187,567 shares; 2025Q3: 267,258 shares 267,258 $1.28M 0.02% +79,691 JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 9,280 shares; 2025Q2: 8,677 shares; 2025Q3: 8,536 shares 8,536 $1.27M 0.02% -141 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,525 shares; 2025Q1: 24,961 shares; 2025Q2: 24,853 shares; 2025Q3: 30,019 shares 30,019 $1.26M 0.02% +5,166 Timeline PXF 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: restricted; 2024Q4: 617 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 20,553 shares 20,553 $1.26M 0.02% +20,520 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 1,616 shares; 2025Q2: 3,863 shares; 2025Q3: 8,880 shares 8,880 $1.26M 0.02% +5,017 Timeline CAAA 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: restricted; 2024Q4: not reported; 2025Q1: 30,820 shares; 2025Q2: 56,664 shares; 2025Q3: 60,989 shares 60,989 $1.25M 0.02% +4,325 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 9,135 shares 9,135 $1.25M 0.02% +8,585 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: restricted; 2024Q4: 11,993 shares; 2025Q1: 12,244 shares; 2025Q2: 11,994 shares; 2025Q3: 14,117 shares 14,117 $1.25M 0.02% +2,123 Timeline FREL 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: restricted; 2024Q4: 34,007 shares; 2025Q1: 40,250 shares; 2025Q2: 41,427 shares; 2025Q3: 44,622 shares 44,622 $1.24M 0.02% +3,195 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: restricted; 2024Q4: 6,668 shares; 2025Q1: 7,925 shares; 2025Q2: 6,861 shares; 2025Q3: 10,816 shares 10,816 $1.24M 0.02% +3,955 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: restricted; 2024Q4: 12,069 shares; 2025Q1: 12,902 shares; 2025Q2: 17,766 shares; 2025Q3: 34,022 shares 34,022 $1.22M 0.02% +16,256 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,115 shares; 2025Q1: 36,044 shares; 2025Q2: 39,201 shares; 2025Q3: 25,600 shares 25,600 $1.22M 0.02% -13,601 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: restricted; 2024Q4: 1,884 shares; 2025Q1: 6,878 shares; 2025Q2: 9,215 shares; 2025Q3: 9,311 shares 9,311 $1.22M 0.02% +96 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,491 shares; 2025Q1: 18,145 shares; 2025Q2: 17,480 shares; 2025Q3: 20,085 shares 20,085 $1.22M 0.02% +2,605 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,964 shares; 2025Q1: 9,295 shares; 2025Q2: 23,520 shares; 2025Q3: 58,893 shares 58,893 $1.22M 0.02% +35,373 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: restricted; 2024Q4: 1,266 shares; 2025Q1: 9,404 shares; 2025Q2: 33,255 shares; 2025Q3: 37,819 shares 37,819 $1.22M 0.02% +4,564 Timeline BSCQ 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: restricted; 2024Q4: 6,811 shares; 2025Q1: 6,811 shares; 2025Q2: 18,008 shares; 2025Q3: 62,136 shares 62,136 $1.22M 0.02% +44,128 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,940 shares; 2025Q1: 3,556 shares; 2025Q2: 3,644 shares; 2025Q3: 4,412 shares 4,412 $1.21M 0.02% +768 Timeline SUSC 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: restricted; 2024Q4: 26,424 shares; 2025Q1: 37,797 shares; 2025Q2: 38,687 shares; 2025Q3: 51,115 shares 51,115 $1.2M 0.02% +12,428 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 679 shares; 2025Q2: 2,498 shares; 2025Q3: 4,888 shares 4,888 $1.2M 0.02% +2,390 Timeline RZG 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: restricted; 2024Q4: not reported; 2025Q1: 2,444 shares; 2025Q2: 22,098 shares; 2025Q3: 22,098 shares 22,098 $1.2M 0.02% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,154 shares; 2025Q1: 23,678 shares; 2025Q2: 23,502 shares; 2025Q3: 26,950 shares 26,950 $1.2M 0.02% +3,448 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,377 shares; 2025Q1: 3,430 shares; 2025Q2: 6,303 shares; 2025Q3: 9,068 shares 9,068 $1.2M 0.02% +2,765 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 36,255 shares; 2025Q3: 36,255 shares 36,255 $1.2M 0.02% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,613 shares; 2025Q1: 6,754 shares; 2025Q2: 8,150 shares; 2025Q3: 10,585 shares 10,585 $1.18M 0.02% +2,435 Timeline TECL 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: restricted; 2024Q4: 700 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 9,494 shares 9,494 $1.18M 0.02% new Timeline DJAN 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: restricted; 2024Q4: 36 shares; 2025Q1: 10,080 shares; 2025Q2: 31,981 shares; 2025Q3: 27,969 shares 27,969 $1.18M 0.02% -4,012 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,608 shares; 2025Q1: 2,042 shares; 2025Q2: 2,349 shares; 2025Q3: 5,351 shares 5,351 $1.17M 0.02% +3,002 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: restricted; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 15,585 shares; 2025Q3: 16,673 shares 16,673 $1.17M 0.02% +1,088 Timeline ANGL 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: restricted; 2024Q4: 42,670 shares; 2025Q1: 30,971 shares; 2025Q2: 28,617 shares; 2025Q3: 39,327 shares 39,327 $1.17M 0.02% +10,710 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: restricted; 2024Q4: 14,262 shares; 2025Q1: 24,229 shares; 2025Q2: 41,462 shares; 2025Q3: 42,020 shares 42,020 $1.17M 0.02% +558 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,789 shares; 2025Q1: 2,465 shares; 2025Q2: 3,582 shares; 2025Q3: 4,267 shares 4,267 $1.16M 0.02% +685 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,826 shares; 2025Q1: 3,826 shares; 2025Q2: 35,450 shares; 2025Q3: 35,450 shares 35,450 $1.16M 0.02% 0 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: restricted; 2024Q4: 3,630 shares; 2025Q1: 5,887 shares; 2025Q2: 5,755 shares; 2025Q3: 7,702 shares 7,702 $1.16M 0.02% +1,947 Timeline FFEB 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: restricted; 2024Q4: 543 shares; 2025Q1: 28,689 shares; 2025Q2: 29,577 shares; 2025Q3: 21,004 shares 21,004 $1.16M 0.02% -8,573 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,988 shares; 2025Q2: 1,651 shares; 2025Q3: 4,444 shares 4,444 $1.15M 0.02% +2,793 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: restricted; 2024Q4: 40,987 shares; 2025Q1: 36,891 shares; 2025Q2: 45,989 shares; 2025Q3: 59,472 shares 59,472 $1.15M 0.02% +13,483 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,786 shares; 2025Q1: 26,876 shares; 2025Q2: 26,876 shares; 2025Q3: 26,811 shares 26,811 $1.15M 0.02% -65 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,580 shares; 2025Q1: 4,199 shares; 2025Q2: 4,751 shares; 2025Q3: 7,671 shares 7,671 $1.15M 0.02% +2,920 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,236 shares 55,236 $1.14M 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,387 shares; 2025Q1: 41,172 shares; 2025Q2: 50,923 shares; 2025Q3: 56,319 shares 56,319 $1.14M 0.02% +5,396 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 195 shares; 2025Q2: 243 shares; 2025Q3: 265 shares 265 $1.14M 0.02% +22 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,084 shares; 2025Q1: 5,615 shares; 2025Q2: 5,872 shares; 2025Q3: 5,296 shares 5,296 $1.14M 0.02% -576 Timeline VWOB 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: restricted; 2024Q4: 7,931 shares; 2025Q1: 12,269 shares; 2025Q2: 11,562 shares; 2025Q3: 16,980 shares 16,980 $1.14M 0.02% +5,418 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 306 shares; 2025Q2: 316 shares; 2025Q3: 12,451 shares 12,451 $1.13M 0.02% +12,135 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,144 shares; 2025Q1: 2,013 shares; 2025Q2: 4,000 shares; 2025Q3: 6,039 shares 6,039 $1.13M 0.02% +2,039 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,034 shares; 2025Q1: 15,070 shares; 2025Q2: 19,072 shares; 2025Q3: 18,785 shares 18,785 $1.13M 0.02% -287 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,248 shares; 2025Q1: 5,224 shares; 2025Q2: 4,836 shares; 2025Q3: 6,687 shares 6,687 $1.13M 0.02% +1,851 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,417 shares; 2025Q1: 29,904 shares; 2025Q2: 42,060 shares; 2025Q3: 41,350 shares 41,350 $1.13M 0.02% -710 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,105 shares; 2025Q1: 5,125 shares; 2025Q2: 7,165 shares; 2025Q3: 12,063 shares 12,063 $1.12M 0.02% +4,898 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: restricted; 2024Q4: 4,119 shares; 2025Q1: 8,786 shares; 2025Q2: 8,896 shares; 2025Q3: 11,143 shares 11,143 $1.12M 0.02% +2,247 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,851 shares; 2025Q1: 15,091 shares; 2025Q2: 33,148 shares; 2025Q3: 32,488 shares 32,488 $1.12M 0.02% -660 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,974 shares; 2025Q1: 26,284 shares; 2025Q2: 27,159 shares; 2025Q3: 27,254 shares 27,254 $1.12M 0.02% +95 Timeline FCAP FIRST CAP INC More: the full row for FIRST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 24,430 shares 24,430 $1.12M 0.02% +23,368 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 964 shares; 2025Q1: 1,390 shares; 2025Q2: 2,183 shares; 2025Q3: 3,313 shares 3,313 $1.12M 0.02% +1,130 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: restricted; 2024Q4: 1,085 shares; 2025Q1: 2,987 shares; 2025Q2: 7,608 shares; 2025Q3: 5,667 shares 5,667 $1.11M 0.02% -1,941 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,263 shares; 2025Q1: 15,765 shares; 2025Q2: 52,979 shares; 2025Q3: 69,284 shares 69,284 $1.1M 0.02% +16,305 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,324 shares; 2025Q3: 33,681 shares 33,681 $1.1M 0.02% +23,357 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: restricted; 2024Q4: 1,548 shares; 2025Q1: 3,410 shares; 2025Q2: 4,903 shares; 2025Q3: 5,143 shares 5,143 $1.1M 0.02% +240 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: restricted; 2024Q4: 4,994 shares; 2025Q1: 1,237 shares; 2025Q2: 1,236 shares; 2025Q3: 2,898 shares 2,898 $1.1M 0.02% +1,662 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: restricted; 2024Q4: 1,054 shares; 2025Q1: 2,500 shares; 2025Q2: 2,645 shares; 2025Q3: 2,767 shares 2,767 $1.1M 0.02% +122 Timeline QTEC 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: restricted; 2024Q4: 13 shares; 2025Q1: 464 shares; 2025Q2: 6,025 shares; 2025Q3: 4,771 shares 4,771 $1.1M 0.02% -1,254 Timeline PTH 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: restricted; 2024Q4: not reported; 2025Q1: 23,628 shares; 2025Q2: 24,453 shares; 2025Q3: 24,726 shares 24,726 $1.09M 0.02% +273 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: restricted; 2024Q4: 1,889 shares; 2025Q1: 1,691 shares; 2025Q2: 1,773 shares; 2025Q3: 8,648 shares 8,648 $1.09M 0.02% +6,875 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: restricted; 2024Q4: 7,216 shares; 2025Q1: 10,773 shares; 2025Q2: 11,556 shares; 2025Q3: 13,111 shares 13,111 $1.09M 0.02% +1,555 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: restricted; 2024Q4: 7,192 shares; 2025Q1: 8,122 shares; 2025Q2: 8,584 shares; 2025Q3: 19,005 shares 19,005 $1.08M 0.02% +10,421 Timeline BSCR 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: restricted; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 10,176 shares; 2025Q3: 54,686 shares 54,686 $1.08M 0.02% +44,510 Timeline DFSI 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: restricted; 2024Q4: 25,091 shares; 2025Q1: 26,674 shares; 2025Q2: 26,251 shares; 2025Q3: 26,251 shares 26,251 $1.07M 0.02% 0 Timeline FEP 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: restricted; 2024Q4: 113 shares; 2025Q1: 39,629 shares; 2025Q2: 21,117 shares; 2025Q3: 20,925 shares 20,925 $1.07M 0.02% -192 Timeline CMF 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: restricted; 2024Q4: 2,788 shares; 2025Q1: 15,888 shares; 2025Q2: 12,852 shares; 2025Q3: 18,755 shares 18,755 $1.07M 0.02% +5,903 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,999 shares; 2025Q3: 111,176 shares 111,176 $1.07M 0.02% +15,177 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,146 shares; 2025Q1: 3,371 shares; 2025Q2: 3,389 shares; 2025Q3: 6,463 shares 6,463 $1.07M 0.02% +3,074 Timeline DFEB 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: restricted; 2024Q4: 603 shares; 2025Q1: 27,742 shares; 2025Q2: 31,572 shares; 2025Q3: 22,967 shares 22,967 $1.07M 0.02% -8,605 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,521 shares; 2025Q1: 20,921 shares; 2025Q2: 23,880 shares; 2025Q3: 27,227 shares 27,227 $1.07M 0.02% +3,347 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: restricted; 2024Q4: 14,376 shares; 2025Q1: 20,464 shares; 2025Q2: 21,474 shares; 2025Q3: 23,294 shares 23,294 $1.06M 0.02% +1,820 Timeline VTES 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: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 3,497 shares; 2025Q3: 10,344 shares 10,344 $1.05M 0.02% +6,847 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,729 shares 39,729 $1.05M 0.02% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 5,908 shares; 2025Q2: 5,956 shares; 2025Q3: 5,863 shares 5,863 $1.05M 0.02% -93 Timeline FXR 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: restricted; 2024Q4: 3,588 shares; 2025Q1: 15,139 shares; 2025Q2: 13,635 shares; 2025Q3: 13,462 shares 13,462 $1.05M 0.02% -173 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,793 shares; 2025Q3: 36,617 shares 36,617 $1.05M 0.02% +8,824 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,013 shares; 2025Q1: 38,238 shares; 2025Q2: 33,369 shares; 2025Q3: 37,541 shares 37,541 $1.05M 0.02% +4,172 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: restricted; 2024Q4: 1,588 shares; 2025Q1: 1,780 shares; 2025Q2: 1,750 shares; 2025Q3: 2,199 shares 2,199 $1.05M 0.02% +449 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,860 shares; 2025Q1: 16,503 shares; 2025Q2: 20,274 shares; 2025Q3: 20,776 shares 20,776 $1.05M 0.02% +502 Timeline PWB 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: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 2,295 shares; 2025Q3: 8,347 shares 8,347 $1.05M 0.02% +6,052 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,111 shares; 2025Q1: 67,875 shares; 2025Q2: 87,551 shares; 2025Q3: 87,158 shares 87,158 $1.04M 0.02% -393 Timeline VLUE 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: restricted; 2024Q4: 7,252 shares; 2025Q1: 11,179 shares; 2025Q2: 7,592 shares; 2025Q3: 8,288 shares 8,288 $1.04M 0.02% +696 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,123 shares; 2025Q1: 7,533 shares; 2025Q2: 6,889 shares; 2025Q3: 9,036 shares 9,036 $1.03M 0.02% +2,147 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,784 shares; 2025Q1: 29,663 shares; 2025Q2: 30,006 shares; 2025Q3: 30,759 shares 30,759 $1.03M 0.02% +753 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,603 shares; 2025Q1: 9,342 shares; 2025Q2: 10,086 shares; 2025Q3: 11,585 shares 11,585 $1.03M 0.02% +1,499 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: restricted; 2024Q4: 871 shares; 2025Q1: 1,402 shares; 2025Q2: 1,642 shares; 2025Q3: 2,098 shares 2,098 $1.03M 0.02% +456 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,231 shares; 2025Q1: 2,243 shares; 2025Q2: 3,989 shares; 2025Q3: 3,783 shares 3,783 $1.03M 0.02% -206 Timeline VTEI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,243 shares 10,243 $1.03M 0.02% new 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: restricted; 2024Q4: 16,173 shares; 2025Q1: 18,153 shares; 2025Q2: 18,287 shares; 2025Q3: 18,137 shares 18,137 $1.03M 0.02% -150 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: restricted; 2024Q4: 9,905 shares; 2025Q1: 15,549 shares; 2025Q2: 16,932 shares; 2025Q3: 18,848 shares 18,848 $1.02M 0.02% +1,916 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: restricted; 2024Q4: 40,385 shares; 2025Q1: 52,014 shares; 2025Q2: 65,958 shares; 2025Q3: 65,014 shares 65,014 $1.02M 0.02% -944 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,144 shares; 2025Q1: 3,194 shares; 2025Q2: 3,524 shares; 2025Q3: 5,401 shares 5,401 $1.02M 0.02% +1,877 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,464 shares; 2025Q1: 9,434 shares; 2025Q2: 9,820 shares; 2025Q3: 10,373 shares 10,373 $1.02M 0.02% +553 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,322 shares; 2025Q1: 3,113 shares; 2025Q2: 4,397 shares; 2025Q3: 4,643 shares 4,643 $1.02M 0.02% +246 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: restricted; 2024Q4: 8,748 shares; 2025Q1: 16,509 shares; 2025Q2: 15,159 shares; 2025Q3: 16,715 shares 16,715 $1.02M 0.02% +1,556 Timeline FNOV 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: restricted; 2024Q4: 543 shares; 2025Q1: 22,319 shares; 2025Q2: 25,339 shares; 2025Q3: 19,194 shares 19,194 $1.02M 0.02% -6,145 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: restricted; 2024Q4: 5,257 shares; 2025Q1: 11,140 shares; 2025Q2: 9,045 shares; 2025Q3: 12,497 shares 12,497 $1.01M 0.02% +3,452 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 58,453 shares 58,453 $1M 0.02% +58,449 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,772 shares; 2025Q1: 14,154 shares; 2025Q2: 26,745 shares; 2025Q3: 28,294 shares 28,294 $1M 0.02% +1,549 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,399 shares; 2025Q1: 31,756 shares; 2025Q2: 31,756 shares; 2025Q3: 34,997 shares 34,997 $1M 0.02% +3,241 Timeline PKW 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: restricted; 2024Q4: 539 shares; 2025Q1: 6,540 shares; 2025Q2: 7,162 shares; 2025Q3: 7,552 shares 7,552 $1M 0.02% +390 Timeline BNDW 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: restricted; 2024Q4: 11,993 shares; 2025Q1: 12,073 shares; 2025Q2: 14,227 shares; 2025Q3: 14,353 shares 14,353 $1000K 0.02% +126 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: restricted; 2024Q4: 886 shares; 2025Q1: 1,159 shares; 2025Q2: 4,849 shares; 2025Q3: 6,616 shares 6,616 $999K 0.02% +1,767 Timeline FDEM 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: restricted; 2024Q4: 18,799 shares; 2025Q1: 22,465 shares; 2025Q2: 44,058 shares; 2025Q3: 33,201 shares 33,201 $999K 0.02% -10,857 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,798 shares; 2025Q1: 4,271 shares; 2025Q2: 6,008 shares; 2025Q3: 7,059 shares 7,059 $998K 0.02% +1,051 Timeline MBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 36,451 shares; 2025Q2: 36,451 shares; 2025Q3: 36,451 shares 36,451 $997K 0.02% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,401 shares; 2025Q1: 3,494 shares; 2025Q2: 4,079 shares; 2025Q3: 4,128 shares 4,128 $994K 0.02% +49 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,197 shares; 2025Q1: 54,969 shares; 2025Q2: 24,879 shares; 2025Q3: 38,425 shares 38,425 $993K 0.02% +13,546 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,917 shares; 2025Q1: 35,451 shares; 2025Q2: 22,952 shares; 2025Q3: 22,592 shares 22,592 $992K 0.01% -360 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,065 shares; 2025Q1: 37,930 shares; 2025Q2: 29,769 shares; 2025Q3: 17,439 shares 17,439 $992K 0.01% -12,330 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 653 shares; 2025Q2: 801 shares; 2025Q3: 3,093 shares 3,093 $990K 0.01% +2,292 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: restricted; 2024Q4: 3,355 shares; 2025Q1: 3,376 shares; 2025Q2: 3,058 shares; 2025Q3: 3,301 shares 3,301 $983K 0.01% +243 Timeline PFI 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: restricted; 2024Q4: not reported; 2025Q1: 16,177 shares; 2025Q2: 16,818 shares; 2025Q3: 16,956 shares 16,956 $983K 0.01% +138 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,759 shares; 2025Q1: 36,519 shares; 2025Q2: 44,416 shares; 2025Q3: 17,136 shares 17,136 $981K 0.01% -27,280 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 995 shares; 2025Q1: 1,344 shares; 2025Q2: 1,739 shares; 2025Q3: 2,145 shares 2,145 $981K 0.01% +406 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: restricted; 2024Q4: 1,420 shares; 2025Q1: 1,041 shares; 2025Q2: 1,746 shares; 2025Q3: 2,880 shares 2,880 $978K 0.01% +1,134 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: restricted; 2024Q4: 1,319 shares; 2025Q1: 1,644 shares; 2025Q2: 5,324 shares; 2025Q3: 3,884 shares 3,884 $977K 0.01% -1,440 Timeline SPTI 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: restricted; 2024Q4: 35,742 shares; 2025Q1: 60,851 shares; 2025Q2: 62,997 shares; 2025Q3: 33,656 shares 33,656 $973K 0.01% -29,341 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 14,940 shares; 2025Q2: 15,206 shares; 2025Q3: 16,771 shares 16,771 $972K 0.01% +1,565 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 18,007 shares 18,007 $966K 0.01% +17,607 Timeline DWAS 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: restricted; 2024Q4: 299 shares; 2025Q1: 18,373 shares; 2025Q2: 16,702 shares; 2025Q3: 10,454 shares 10,454 $964K 0.01% -6,248 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: restricted; 2024Q4: 1,795 shares; 2025Q1: 8,808 shares; 2025Q2: 10,954 shares; 2025Q3: 12,315 shares 12,315 $958K 0.01% +1,361 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: restricted; 2024Q4: 3,865 shares; 2025Q1: 7,350 shares; 2025Q2: 18,996 shares; 2025Q3: 21,418 shares 21,418 $954K 0.01% +2,422 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,240 shares; 2025Q2: 2,477 shares; 2025Q3: 22,684 shares 22,684 $953K 0.01% +20,207 Timeline ACWX 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: restricted; 2024Q4: 23 shares; 2025Q1: 112 shares; 2025Q2: 3,477 shares; 2025Q3: 14,644 shares 14,644 $952K 0.01% +11,167 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: restricted; 2024Q4: 8,378 shares; 2025Q1: 9,554 shares; 2025Q2: 8,904 shares; 2025Q3: 12,474 shares 12,474 $951K 0.01% +3,570 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,297 shares; 2025Q1: 1,605 shares; 2025Q2: 22,030 shares; 2025Q3: 27,154 shares 27,154 $950K 0.01% +5,124 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,155 shares; 2025Q1: 13,269 shares; 2025Q2: 10,935 shares; 2025Q3: 20,449 shares 20,449 $949K 0.01% +9,514 Timeline RSPR 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: restricted; 2024Q4: not reported; 2025Q1: 27,664 shares; 2025Q2: 27,543 shares; 2025Q3: 26,740 shares 26,740 $948K 0.01% -803 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: restricted; 2024Q4: 1,052 shares; 2025Q1: 34,830 shares; 2025Q2: 35,031 shares; 2025Q3: 34,818 shares 34,818 $944K 0.01% -213 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 250 shares; 2025Q2: 1,401 shares; 2025Q3: 3,366 shares 3,366 $942K 0.01% +1,965 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: restricted; 2024Q4: 801 shares; 2025Q1: 2,612 shares; 2025Q2: 3,036 shares; 2025Q3: 3,167 shares 3,167 $938K 0.01% +131 Timeline USRT 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: restricted; 2024Q4: 37 shares; 2025Q1: 10,093 shares; 2025Q2: 14,552 shares; 2025Q3: 15,966 shares 15,966 $938K 0.01% +1,414 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: restricted; 2024Q4: 899 shares; 2025Q1: 1,141 shares; 2025Q2: 1,399 shares; 2025Q3: 2,196 shares 2,196 $936K 0.01% +797 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,785 shares; 2025Q1: 15,319 shares; 2025Q2: 17,626 shares; 2025Q3: 21,943 shares 21,943 $932K 0.01% +4,317 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: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,672 shares; 2025Q2: 2,047 shares; 2025Q3: 3,049 shares 3,049 $931K 0.01% +1,002 Timeline DFGP 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: restricted; 2024Q4: 4,406 shares; 2025Q1: 4,589 shares; 2025Q2: 9,682 shares; 2025Q3: 16,727 shares 16,727 $930K 0.01% +7,045 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,006 shares; 2025Q1: 6,011 shares; 2025Q2: 5,585 shares; 2025Q3: 5,812 shares 5,812 $929K 0.01% +227 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,713 shares; 2025Q1: 5,392 shares; 2025Q2: 7,535 shares; 2025Q3: 16,079 shares 16,079 $922K 0.01% +8,544 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 185 shares; 2025Q3: 9,952 shares 9,952 $919K 0.01% +9,767 Timeline PEZ 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: restricted; 2024Q4: not reported; 2025Q1: 8,983 shares; 2025Q2: 8,908 shares; 2025Q3: 9,051 shares 9,051 $911K 0.01% +143 Timeline 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: restricted; 2024Q4: 10,719 shares; 2025Q1: 10,849 shares; 2025Q2: 10,313 shares; 2025Q3: 9,069 shares 9,069 $907K 0.01% -1,244 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 5,471 shares; 2025Q2: 6,771 shares; 2025Q3: 9,724 shares 9,724 $906K 0.01% +2,953 Timeline DTCR 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: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 44,706 shares; 2025Q3: 44,240 shares 44,240 $906K 0.01% -466 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: restricted; 2024Q4: 5,451 shares; 2025Q1: 7,300 shares; 2025Q2: 9,145 shares; 2025Q3: 9,187 shares 9,187 $905K 0.01% +42 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,863 shares; 2025Q1: 6,873 shares; 2025Q2: 8,975 shares; 2025Q3: 8,935 shares 8,935 $903K 0.01% -40 Timeline TOTL 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: restricted; 2024Q4: 18,235 shares; 2025Q1: 23,214 shares; 2025Q2: 20,806 shares; 2025Q3: 22,228 shares 22,228 $902K 0.01% +1,422 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 98,332 shares 98,332 $901K 0.01% +98,165 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,508 shares; 2025Q1: 9,597 shares; 2025Q2: 23,873 shares; 2025Q3: 7,423 shares 7,423 $900K 0.01% -16,450 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 38,556 shares; 2025Q3: 31,589 shares 31,589 $900K 0.01% -6,967 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 30,625 shares 30,625 $895K 0.01% +30,257 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,147 shares; 2025Q1: 9,168 shares; 2025Q2: 6,831 shares; 2025Q3: 18,198 shares 18,198 $892K 0.01% +11,367 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,531 shares; 2025Q1: 1,500 shares; 2025Q2: 4,964 shares; 2025Q3: 4,172 shares 4,172 $892K 0.01% -792 Timeline FTGS 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: restricted; 2024Q4: not reported; 2025Q1: 40,454 shares; 2025Q2: 35,159 shares; 2025Q3: 24,806 shares 24,806 $891K 0.01% -10,353 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: restricted; 2024Q4: 16,068 shares; 2025Q1: 13,459 shares; 2025Q2: 13,195 shares; 2025Q3: 9,767 shares 9,767 $889K 0.01% -3,428 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,029 shares; 2025Q1: 2,291 shares; 2025Q2: 2,351 shares; 2025Q3: 2,539 shares 2,539 $887K 0.01% +188 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,983 shares; 2025Q1: 2,308 shares; 2025Q2: 2,306 shares; 2025Q3: 6,585 shares 6,585 $886K 0.01% +4,279 Timeline 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: restricted; 2024Q4: 3,149 shares; 2025Q1: 5,026 shares; 2025Q2: 6,272 shares; 2025Q3: 6,639 shares 6,639 $886K 0.01% +367 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,804 shares; 2025Q1: 14,625 shares; 2025Q2: 16,893 shares; 2025Q3: 33,859 shares 33,859 $883K 0.01% +16,966 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: restricted; 2024Q4: 1,455 shares; 2025Q1: 4,002 shares; 2025Q2: 4,588 shares; 2025Q3: 4,684 shares 4,684 $879K 0.01% +96 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,427 shares 33,427 $878K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: 1,285 shares; 2025Q2: 1,815 shares; 2025Q3: 1,706 shares 1,706 $877K 0.01% -109 Timeline FNDX 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: restricted; 2024Q4: 8,042 shares; 2025Q1: 15,302 shares; 2025Q2: 34,803 shares; 2025Q3: 33,339 shares 33,339 $877K 0.01% -1,464 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,952 shares; 2025Q2: 39,070 shares; 2025Q3: 39,882 shares 39,882 $872K 0.01% +812 Timeline DMXF 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: restricted; 2024Q4: 7,815 shares; 2025Q1: 9,354 shares; 2025Q2: 9,171 shares; 2025Q3: 11,512 shares 11,512 $872K 0.01% +2,341 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,005 shares; 2025Q1: 1,738 shares; 2025Q2: 3,832 shares; 2025Q3: 4,638 shares 4,638 $872K 0.01% +806 Timeline DMAY 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: restricted; 2024Q4: 729 shares; 2025Q1: 28,466 shares; 2025Q2: 27,212 shares; 2025Q3: 19,669 shares 19,669 $872K 0.01% -7,543 Timeline FPA 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: restricted; 2024Q4: not reported; 2025Q1: 24,606 shares; 2025Q2: 23,931 shares; 2025Q3: 23,268 shares 23,268 $870K 0.01% -663 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,470 shares; 2025Q2: 11,998 shares; 2025Q3: 13,374 shares 13,374 $869K 0.01% +1,376 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: restricted; 2024Q4: 12,652 shares; 2025Q1: 12,884 shares; 2025Q2: 14,199 shares; 2025Q3: 45,385 shares 45,385 $869K 0.01% +31,186 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,899 shares; 2025Q1: 6,067 shares; 2025Q2: 8,382 shares; 2025Q3: 11,436 shares 11,436 $869K 0.01% +3,054 Timeline IYY 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: restricted; 2024Q4: 5,634 shares; 2025Q1: 5,634 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares 5,335 $867K 0.01% 0 Timeline TIPX 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: restricted; 2024Q4: 78,024 shares; 2025Q1: 66,265 shares; 2025Q2: 60,409 shares; 2025Q3: 44,929 shares 44,929 $867K 0.01% -15,480 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: restricted; 2024Q4: 368 shares; 2025Q1: 1,255 shares; 2025Q2: 3,889 shares; 2025Q3: 4,849 shares 4,849 $867K 0.01% +960 Timeline DFNM 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: restricted; 2024Q4: 1,617 shares; 2025Q1: 2,072 shares; 2025Q2: 2,062 shares; 2025Q3: 18,030 shares 18,030 $865K 0.01% +15,968 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 554 shares; 2025Q2: 66,696 shares; 2025Q3: 85,012 shares 85,012 $865K 0.01% +18,316 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 407,632 shares 407,632 $860K 0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,536 shares; 2025Q1: 3,325 shares; 2025Q2: 3,532 shares; 2025Q3: 4,582 shares 4,582 $860K 0.01% +1,050 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,487 shares; 2025Q1: 8,361 shares; 2025Q2: 20,308 shares; 2025Q3: 19,711 shares 19,711 $856K 0.01% -597 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,010 shares; 2025Q1: 7,400 shares; 2025Q2: 6,284 shares; 2025Q3: 12,714 shares 12,714 $856K 0.01% +6,430 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,373 shares; 2025Q2: 29,370 shares; 2025Q3: 29,167 shares 29,167 $854K 0.01% -203 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,241 shares; 2025Q1: 12,963 shares; 2025Q2: 12,715 shares; 2025Q3: 9,529 shares 9,529 $853K 0.01% -3,186 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,381 shares; 2025Q2: 2,406 shares; 2025Q3: 2,889 shares 2,889 $850K 0.01% +483 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,522 shares; 2025Q1: 7,949 shares; 2025Q2: 7,299 shares; 2025Q3: 8,270 shares 8,270 $849K 0.01% +971 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 764 shares; 2025Q1: 5,505 shares; 2025Q2: 8,722 shares; 2025Q3: 11,554 shares 11,554 $847K 0.01% +2,832 Timeline SMMU 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: restricted; 2024Q4: 17,600 shares; 2025Q1: 18,932 shares; 2025Q2: 19,973 shares; 2025Q3: 16,745 shares 16,745 $847K 0.01% -3,228 Timeline EFAV 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: restricted; 2024Q4: 15,120 shares; 2025Q1: 9,909 shares; 2025Q2: 10,480 shares; 2025Q3: 9,975 shares 9,975 $846K 0.01% -505 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 5,321 shares; 2025Q2: 5,338 shares; 2025Q3: 3,335 shares 3,335 $843K 0.01% -2,003 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,747 shares; 2025Q1: 2,246 shares; 2025Q2: 2,332 shares; 2025Q3: 2,917 shares 2,917 $843K 0.01% +585 Timeline DNOV 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: restricted; 2024Q4: 787 shares; 2025Q1: 25,716 shares; 2025Q2: 24,519 shares; 2025Q3: 17,990 shares 17,990 $842K 0.01% -6,529 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 392 shares; 2025Q1: 7,002 shares; 2025Q2: 17,370 shares; 2025Q3: 16,595 shares 16,595 $841K 0.01% -775 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,334 shares; 2025Q1: 41,920 shares; 2025Q2: 55,992 shares; 2025Q3: 66,715 shares 66,715 $840K 0.01% +10,723 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,623 shares; 2025Q1: 1,626 shares; 2025Q2: 8,944 shares; 2025Q3: 8,947 shares 8,947 $839K 0.01% +3 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,175 shares; 2025Q2: 4,512 shares; 2025Q3: 2,679 shares 2,679 $837K 0.01% -1,833 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,332 shares; 2025Q1: 14,391 shares; 2025Q2: 15,637 shares; 2025Q3: 14,751 shares 14,751 $837K 0.01% -886 Timeline WCMI 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: restricted; 2024Q4: not reported; 2025Q1: 2,243 shares; 2025Q2: 6,291 shares; 2025Q3: 49,618 shares 49,618 $837K 0.01% +43,327 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: restricted; 2024Q4: 5,420 shares; 2025Q1: 4,780 shares; 2025Q2: 4,417 shares; 2025Q3: 11,764 shares 11,764 $835K 0.01% +7,347 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 727 shares; 2025Q1: 767 shares; 2025Q2: 772 shares; 2025Q3: 1,063 shares 1,063 $833K 0.01% +291 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 573 shares; 2025Q1: 628 shares; 2025Q2: 631 shares; 2025Q3: 1,479 shares 1,479 $832K 0.01% +848 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 61 shares; 2025Q2: 17,319 shares; 2025Q3: 17,327 shares 17,327 $832K 0.01% +8 Timeline IDVO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,921 shares; 2025Q3: 22,231 shares 22,231 $829K 0.01% +5,310 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: restricted; 2024Q4: 7,663 shares; 2025Q1: 13,427 shares; 2025Q2: 9,977 shares; 2025Q3: 10,325 shares 10,325 $828K 0.01% +348 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,821 shares; 2025Q1: 11,526 shares; 2025Q2: 1,514 shares; 2025Q3: 27,339 shares 27,339 $828K 0.01% +25,825 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 6,679 shares; 2025Q2: 7,005 shares; 2025Q3: 7,368 shares 7,368 $827K 0.01% +363 Timeline IVLU 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: restricted; 2024Q4: 25,872 shares; 2025Q1: 31,572 shares; 2025Q2: 23,376 shares; 2025Q3: 23,305 shares 23,305 $827K 0.01% -71 Timeline EDIV 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: restricted; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 9,208 shares; 2025Q3: 21,248 shares 21,248 $825K 0.01% +12,040 Timeline RSPM 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: restricted; 2024Q4: not reported; 2025Q1: 25,104 shares; 2025Q2: 25,948 shares; 2025Q3: 25,146 shares 25,146 $824K 0.01% -802 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,102 shares; 2025Q1: 8,749 shares; 2025Q2: 17,495 shares; 2025Q3: 12,108 shares 12,108 $818K 0.01% -5,387 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,543 shares; 2025Q3: 22,343 shares 22,343 $814K 0.01% -200 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,739 shares; 2025Q1: 6,215 shares; 2025Q2: 5,711 shares; 2025Q3: 17,197 shares 17,197 $812K 0.01% +11,486 Timeline SUSA 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: restricted; 2024Q4: 677 shares; 2025Q1: 8,641 shares; 2025Q2: 5,973 shares; 2025Q3: 5,982 shares 5,982 $812K 0.01% +9 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: restricted; 2024Q4: 3,714 shares; 2025Q1: 8,638 shares; 2025Q2: 8,918 shares; 2025Q3: 10,544 shares 10,544 $808K 0.01% +1,626 Timeline FDIS 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: restricted; 2024Q4: 11,171 shares; 2025Q1: 11,252 shares; 2025Q2: 8,349 shares; 2025Q3: 7,850 shares 7,850 $808K 0.01% -499 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,705 shares; 2025Q1: 6,068 shares; 2025Q2: 6,325 shares; 2025Q3: 10,529 shares 10,529 $800K 0.01% +4,204 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,971 shares; 2025Q1: 21,157 shares; 2025Q2: 14,914 shares; 2025Q3: 25,273 shares 25,273 $799K 0.01% +10,359 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,547 shares; 2025Q1: 9,424 shares; 2025Q2: 9,980 shares; 2025Q3: 17,426 shares 17,426 $798K 0.01% +7,446 Timeline CWB 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: restricted; 2024Q4: 22 shares; 2025Q1: 8,563 shares; 2025Q2: 8,491 shares; 2025Q3: 8,809 shares 8,809 $797K 0.01% +318 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: restricted; 2024Q4: 24,244 shares; 2025Q1: 137,365 shares; 2025Q2: 17,271 shares; 2025Q3: 15,986 shares 15,986 $797K 0.01% -1,285 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 392 shares; 2025Q2: 468 shares; 2025Q3: 476 shares 476 $796K 0.01% +8 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 1,859 shares; 2025Q2: 2,866 shares; 2025Q3: 3,327 shares 3,327 $793K 0.01% +461 Timeline ILCG 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: restricted; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: 7,568 shares 7,568 $789K 0.01% new Timeline FJP 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: restricted; 2024Q4: 5,949 shares; 2025Q1: 17,908 shares; 2025Q2: 12,377 shares; 2025Q3: 12,055 shares 12,055 $786K 0.01% -322 Timeline FNDC 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: restricted; 2024Q4: 22,647 shares; 2025Q1: 16,139 shares; 2025Q2: 16,223 shares; 2025Q3: 17,647 shares 17,647 $785K 0.01% +1,424 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: restricted; 2024Q4: 5,377 shares; 2025Q1: 6,083 shares; 2025Q2: 7,303 shares; 2025Q3: 10,228 shares 10,228 $785K 0.01% +2,925 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: restricted; 2024Q4: 589 shares; 2025Q1: 759 shares; 2025Q2: 1,423 shares; 2025Q3: 3,337 shares 3,337 $784K 0.01% +1,914 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,824 shares; 2025Q1: 3,274 shares; 2025Q2: 5,838 shares; 2025Q3: 4,951 shares 4,951 $783K 0.01% -887 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: restricted; 2024Q4: 25,430 shares; 2025Q1: 23,930 shares; 2025Q2: 40,180 shares; 2025Q3: 44,025 shares 44,025 $782K 0.01% +3,845 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: restricted; 2024Q4: 4,912 shares; 2025Q1: 7,420 shares; 2025Q2: 7,419 shares; 2025Q3: 9,587 shares 9,587 $782K 0.01% +2,168 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: restricted; 2024Q4: 6,433 shares; 2025Q1: 6,157 shares; 2025Q2: 5,305 shares; 2025Q3: 5,393 shares 5,393 $779K 0.01% +88 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,063 shares; 2025Q1: not reported; 2025Q2: 56,239 shares; 2025Q3: 54,439 shares 54,439 $776K 0.01% -1,800 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,585 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 7,798 shares 7,798 $776K 0.01% +5,832 Timeline DIVP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,280 shares; 2025Q1: 34,344 shares; 2025Q2: 31,404 shares; 2025Q3: 30,749 shares 30,749 $775K 0.01% -655 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,427 shares; 2025Q1: 4,149 shares; 2025Q2: 4,111 shares; 2025Q3: 6,909 shares 6,909 $775K 0.01% +2,798 Timeline FMAY 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: restricted; 2024Q4: 488 shares; 2025Q1: 21,232 shares; 2025Q2: 21,182 shares; 2025Q3: 14,793 shares 14,793 $773K 0.01% -6,389 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,344 shares; 2025Q1: 13,542 shares; 2025Q2: 14,148 shares; 2025Q3: 17,775 shares 17,775 $770K 0.01% +3,627 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,302 shares; 2025Q1: 20,391 shares; 2025Q2: 11,921 shares; 2025Q3: 12,406 shares 12,406 $768K 0.01% +485 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: restricted; 2024Q4: 1,391 shares; 2025Q1: 2,369 shares; 2025Q2: 2,081 shares; 2025Q3: 2,212 shares 2,212 $768K 0.01% +131 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,145 shares; 2025Q1: 5,191 shares; 2025Q2: 4,767 shares; 2025Q3: 8,461 shares 8,461 $761K 0.01% +3,694 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: restricted; 2024Q4: 8,639 shares; 2025Q1: 11,603 shares; 2025Q2: 36,119 shares; 2025Q3: 41,563 shares 41,563 $758K 0.01% +5,444 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,123 shares; 2025Q3: 20,716 shares 20,716 $757K 0.01% +19,593 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: restricted; 2024Q4: 754 shares; 2025Q1: 1,815 shares; 2025Q2: 2,250 shares; 2025Q3: 3,081 shares 3,081 $756K 0.01% +831 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: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,050 shares; 2025Q2: 7,082 shares; 2025Q3: 7,530 shares 7,530 $755K 0.01% +448 Timeline BOTZ 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: restricted; 2024Q4: 5,551 shares; 2025Q1: 5,551 shares; 2025Q2: 19,473 shares; 2025Q3: 21,309 shares 21,309 $754K 0.01% +1,836 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,204 shares; 2025Q1: 5,502 shares; 2025Q2: 7,602 shares; 2025Q3: 9,150 shares 9,150 $753K 0.01% +1,548 Timeline FXD 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: restricted; 2024Q4: not reported; 2025Q1: 11,037 shares; 2025Q2: 11,034 shares; 2025Q3: 11,034 shares 11,034 $753K 0.01% 0 Timeline TMFG 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: restricted; 2024Q4: 26,910 shares; 2025Q1: 26,242 shares; 2025Q2: 26,242 shares; 2025Q3: 25,088 shares 25,088 $751K 0.01% -1,154 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: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,898 shares; 2025Q2: 2,867 shares; 2025Q3: 2,149 shares 2,149 $745K 0.01% -718 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: restricted; 2024Q4: 1,388 shares; 2025Q1: 1,395 shares; 2025Q2: 1,421 shares; 2025Q3: 781 shares 781 $744K 0.01% -640 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,316 shares; 2025Q1: 3,782 shares; 2025Q2: 3,910 shares; 2025Q3: 3,805 shares 3,805 $744K 0.01% -105 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341 shares; 2025Q1: 284 shares; 2025Q2: 7,170 shares; 2025Q3: 8,225 shares 8,225 $744K 0.01% +1,055 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: restricted; 2024Q4: 21,901 shares; 2025Q1: 21,993 shares; 2025Q2: 21,988 shares; 2025Q3: 22,136 shares 22,136 $743K 0.01% +148 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,645 shares; 2025Q1: 9,594 shares; 2025Q2: 9,932 shares; 2025Q3: 11,303 shares 11,303 $739K 0.01% +1,371 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: restricted; 2024Q4: 1,079 shares; 2025Q1: 1,913 shares; 2025Q2: 2,088 shares; 2025Q3: 3,071 shares 3,071 $736K 0.01% +983 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,698 shares; 2025Q1: 9,933 shares; 2025Q2: 26,318 shares; 2025Q3: 26,318 shares 26,318 $735K 0.01% 0 Timeline DLS 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: restricted; 2024Q4: 5,536 shares; 2025Q1: 10,283 shares; 2025Q2: 9,984 shares; 2025Q3: 9,234 shares 9,234 $734K 0.01% -750 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,627 shares; 2025Q1: 2,726 shares; 2025Q2: 4,416 shares; 2025Q3: 3,684 shares 3,684 $728K 0.01% -732 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,659 shares; 2025Q1: 20,032 shares; 2025Q2: 36,196 shares; 2025Q3: 44,851 shares 44,851 $728K 0.01% +8,655 Timeline SCHP 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: restricted; 2024Q4: 16,614 shares; 2025Q1: 35,941 shares; 2025Q2: 32,653 shares; 2025Q3: 26,942 shares 26,942 $726K 0.01% -5,711 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378,696 shares; 2025Q3: 343,365 shares 343,365 $724K 0.01% -35,331 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,231 shares 27,231 $724K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,283 shares; 2025Q1: 5,526 shares; 2025Q2: 5,405 shares; 2025Q3: 6,873 shares 6,873 $722K 0.01% +1,468 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,073 shares; 2025Q1: 2,579 shares; 2025Q2: 2,249 shares; 2025Q3: 12,289 shares 12,289 $722K 0.01% +10,040 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,206 shares; 2025Q1: 5,715 shares; 2025Q2: 7,815 shares; 2025Q3: 27,535 shares 27,535 $718K 0.01% +19,720 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,514 shares; 2025Q1: 7,532 shares; 2025Q2: 9,686 shares; 2025Q3: 13,487 shares 13,487 $717K 0.01% +3,801 Timeline SCHH 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: restricted; 2024Q4: 210,945 shares; 2025Q1: 61,028 shares; 2025Q2: 33,503 shares; 2025Q3: 33,203 shares 33,203 $716K 0.01% -300 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,077 shares; 2025Q1: 1,849 shares; 2025Q2: 2,357 shares; 2025Q3: 2,494 shares 2,494 $716K 0.01% +137 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 162,046 shares; 2025Q2: 220,025 shares; 2025Q3: 233,933 shares 233,933 $716K 0.01% +13,908 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: restricted; 2024Q4: 1,496 shares; 2025Q1: 2,903 shares; 2025Q2: 3,437 shares; 2025Q3: 3,493 shares 3,493 $715K 0.01% +56 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,065 shares; 2025Q1: 5,372 shares; 2025Q2: 19,710 shares; 2025Q3: 17,299 shares 17,299 $714K 0.01% -2,411 Timeline HYBB 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: restricted; 2024Q4: 23,749 shares; 2025Q1: 21,147 shares; 2025Q2: 17,491 shares; 2025Q3: 15,035 shares 15,035 $711K 0.01% -2,456 Timeline MNA 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: restricted; 2024Q4: 30,871 shares; 2025Q1: 26,482 shares; 2025Q2: 25,962 shares; 2025Q3: 19,791 shares 19,791 $710K 0.01% -6,171 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,969 shares; 2025Q1: 2,481 shares; 2025Q2: 4,429 shares; 2025Q3: 3,270 shares 3,270 $710K 0.01% -1,159 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: restricted; 2024Q4: 1,369 shares; 2025Q1: 2,923 shares; 2025Q2: 6,054 shares; 2025Q3: 6,532 shares 6,532 $709K 0.01% +478 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,659 shares; 2025Q1: 34,102 shares; 2025Q2: 34,188 shares; 2025Q3: 38,268 shares 38,268 $707K 0.01% +4,080 Timeline MGV 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: restricted; 2024Q4: 2,290 shares; 2025Q1: 10,350 shares; 2025Q2: 6,617 shares; 2025Q3: 5,122 shares 5,122 $706K 0.01% -1,495 Timeline USHY 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: restricted; 2024Q4: 1,836 shares; 2025Q1: 9,318 shares; 2025Q2: 9,983 shares; 2025Q3: 18,667 shares 18,667 $705K 0.01% +8,684 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,802 shares; 2025Q1: 4,594 shares; 2025Q2: 3,756 shares; 2025Q3: 3,562 shares 3,562 $704K 0.01% -194 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,298 shares; 2025Q1: 2,488 shares; 2025Q2: 2,922 shares; 2025Q3: 2,847 shares 2,847 $704K 0.01% -75 Timeline FAUG 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: restricted; 2024Q4: 483 shares; 2025Q1: 20,298 shares; 2025Q2: 19,451 shares; 2025Q3: 13,544 shares 13,544 $703K 0.01% -5,907 Timeline IBDV 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: restricted; 2024Q4: 4,367 shares; 2025Q1: 3,810 shares; 2025Q2: 3,830 shares; 2025Q3: 31,729 shares 31,729 $703K 0.01% +27,899 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,086 shares; 2025Q3: 14,667 shares 14,667 $703K 0.01% +12,581 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: restricted; 2024Q4: 13,967 shares; 2025Q1: 22,111 shares; 2025Q2: 21,986 shares; 2025Q3: 26,762 shares 26,762 $697K 0.01% +4,776 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,155 shares; 2025Q1: 16,543 shares; 2025Q2: 16,288 shares; 2025Q3: 13,756 shares 13,756 $696K 0.01% -2,532 Timeline SILJ 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: restricted; 2024Q4: not reported; 2025Q1: 5,850 shares; 2025Q2: 25,401 shares; 2025Q3: 30,125 shares 30,125 $696K 0.01% +4,724 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,704 shares; 2025Q1: 15,027 shares; 2025Q2: 13,405 shares; 2025Q3: 16,013 shares 16,013 $695K 0.01% +2,608 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44,217 shares; 2025Q2: 51,736 shares; 2025Q3: 60,977 shares 60,977 $695K 0.01% +9,241 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,605 shares; 2025Q2: 1,865 shares; 2025Q3: 1,715 shares 1,715 $693K 0.01% -150 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,459 shares; 2025Q1: 19,066 shares; 2025Q2: 18,684 shares; 2025Q3: 20,054 shares 20,054 $689K 0.01% +1,370 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 52,635 shares 52,635 $688K 0.01% +52,535 Timeline FFLC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,200 shares 13,200 $687K 0.01% new 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: restricted; 2024Q4: 41,962 shares; 2025Q1: 42,747 shares; 2025Q2: 43,064 shares; 2025Q3: 45,437 shares 45,437 $685K 0.01% +2,373 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: 15,861 shares; 2025Q2: 10,108 shares; 2025Q3: 7,473 shares 7,473 $684K 0.01% -2,635 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: restricted; 2024Q4: 6,132 shares; 2025Q1: 6,132 shares; 2025Q2: 5,300 shares; 2025Q3: 18,286 shares 18,286 $682K 0.01% +12,986 Timeline DES 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: restricted; 2024Q4: 1,343 shares; 2025Q1: 1,753 shares; 2025Q2: 12,100 shares; 2025Q3: 20,165 shares 20,165 $679K 0.01% +8,065 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,121 shares; 2025Q1: 5,195 shares; 2025Q2: 6,922 shares; 2025Q3: 14,667 shares 14,667 $679K 0.01% +7,745 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,263 shares; 2025Q1: 21,173 shares; 2025Q2: 20,214 shares; 2025Q3: 20,431 shares 20,431 $677K 0.01% +217 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,897 shares; 2025Q1: 3,620 shares; 2025Q2: 3,634 shares; 2025Q3: 3,552 shares 3,552 $677K 0.01% -82 Timeline PFFV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,100 shares; 2025Q3: 29,200 shares 29,200 $675K 0.01% -4,900 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: not reported; 2025Q2: 7,619 shares; 2025Q3: 31,076 shares 31,076 $673K 0.01% +23,457 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,614 shares; 2025Q1: 142,752 shares; 2025Q2: 27,001 shares; 2025Q3: 13,605 shares 13,605 $671K 0.01% -13,396 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: restricted; 2024Q4: 6,183 shares; 2025Q1: 13,972 shares; 2025Q2: 12,999 shares; 2025Q3: 14,892 shares 14,892 $670K 0.01% +1,893 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: restricted; 2024Q4: 79,881 shares; 2025Q1: 77,572 shares; 2025Q2: 72,675 shares; 2025Q3: 37,428 shares 37,428 $669K 0.01% -35,247 Timeline DWAW ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 714 shares; 2025Q1: 33,715 shares; 2025Q2: 28,880 shares; 2025Q3: 15,233 shares 15,233 $669K 0.01% -13,647 Timeline DFSE 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: restricted; 2024Q4: 15,957 shares; 2025Q1: 15,957 shares; 2025Q2: 16,222 shares; 2025Q3: 16,222 shares 16,222 $667K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,267 shares; 2025Q1: 2,614 shares; 2025Q2: 2,493 shares; 2025Q3: 3,931 shares 3,931 $666K 0.01% +1,438 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 435 shares; 2025Q2: 4,135 shares; 2025Q3: 4,567 shares 4,567 $665K 0.01% +432 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: restricted; 2024Q4: not reported; 2025Q1: 4,929 shares; 2025Q2: 6,258 shares; 2025Q3: 6,587 shares 6,587 $664K 0.01% +329 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 240 shares; 2025Q2: 341 shares; 2025Q3: 370 shares 370 $663K 0.01% +29 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: restricted; 2024Q4: 203 shares; 2025Q1: 6,237 shares; 2025Q2: 3,963 shares; 2025Q3: 5,426 shares 5,426 $661K 0.01% +1,463 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,705 shares 12,705 $660K 0.01% new 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: restricted; 2024Q4: 4,588 shares; 2025Q1: 4,773 shares; 2025Q2: 5,382 shares; 2025Q3: 6,470 shares 6,470 $660K 0.01% +1,088 Timeline DAUG 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: restricted; 2024Q4: 547 shares; 2025Q1: 22,408 shares; 2025Q2: 21,347 shares; 2025Q3: 15,103 shares 15,103 $659K 0.01% -6,244 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,230 shares; 2025Q1: 2,653 shares; 2025Q2: 13,722 shares; 2025Q3: 15,992 shares 15,992 $656K 0.01% +2,270 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,652 shares; 2025Q1: 7,223 shares; 2025Q2: 8,932 shares; 2025Q3: 8,319 shares 8,319 $653K 0.01% -613 Timeline MCHI 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: restricted; 2024Q4: 934 shares; 2025Q1: 8,566 shares; 2025Q2: 9,081 shares; 2025Q3: 9,861 shares 9,861 $649K 0.01% +780 Timeline QVMT 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: restricted; 2024Q4: 1,759 shares; 2025Q1: 1,769 shares; 2025Q2: 13,629 shares; 2025Q3: 11,828 shares 11,828 $649K 0.01% -1,801 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: restricted; 2024Q4: 1,390 shares; 2025Q1: 1,535 shares; 2025Q2: 3,578 shares; 2025Q3: 4,638 shares 4,638 $647K 0.01% +1,060 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: restricted; 2024Q4: 2,249 shares; 2025Q1: 4,623 shares; 2025Q2: 4,499 shares; 2025Q3: 9,060 shares 9,060 $645K 0.01% +4,561 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,912 shares; 2025Q1: 16,912 shares; 2025Q2: 18,812 shares; 2025Q3: 18,812 shares 18,812 $644K 0.01% 0 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: restricted; 2024Q4: 2,118 shares; 2025Q1: 7,093 shares; 2025Q2: 6,162 shares; 2025Q3: 6,826 shares 6,826 $644K 0.01% +664 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,515 shares; 2025Q1: 4,827 shares; 2025Q2: 8,089 shares; 2025Q3: 8,916 shares 8,916 $643K 0.01% +827 Timeline FLN 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: restricted; 2024Q4: not reported; 2025Q1: 30,056 shares; 2025Q2: 30,037 shares; 2025Q3: 29,949 shares 29,949 $641K 0.01% -88 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: restricted; 2024Q4: 2,964 shares; 2025Q1: 2,970 shares; 2025Q2: 4,656 shares; 2025Q3: 5,734 shares 5,734 $641K 0.01% +1,078 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,547 shares; 2025Q1: 4,405 shares; 2025Q2: 4,175 shares; 2025Q3: 4,122 shares 4,122 $640K 0.01% -53 Timeline IQLT 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: restricted; 2024Q4: 2,583 shares; 2025Q1: 4,180 shares; 2025Q2: 12,851 shares; 2025Q3: 14,452 shares 14,452 $639K 0.01% +1,601 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: restricted; 2024Q4: 50 shares; 2025Q1: 17,087 shares; 2025Q2: 35,082 shares; 2025Q3: 37,542 shares 37,542 $639K 0.01% +2,460 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: restricted; 2024Q4: 7,304 shares; 2025Q1: 7,376 shares; 2025Q2: 8,018 shares; 2025Q3: 8,192 shares 8,192 $638K 0.01% +174 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,034 shares; 2025Q1: 618 shares; 2025Q2: 7,378 shares; 2025Q3: 9,263 shares 9,263 $637K 0.01% +1,885 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 1,975 shares; 2025Q2: 2,029 shares; 2025Q3: 1,836 shares 1,836 $634K 0.01% -193 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,328 shares; 2025Q1: 4,531 shares; 2025Q2: 4,443 shares; 2025Q3: 4,471 shares 4,471 $633K 0.01% +28 Timeline SOXQ 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: restricted; 2024Q4: 770 shares; 2025Q1: 174 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares 12,600 $632K 0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 47 shares; 2025Q2: 5,234 shares; 2025Q3: 4,529 shares 4,529 $628K 0.01% -705 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 16,587 shares; 2025Q2: 10,607 shares; 2025Q3: 12,764 shares 12,764 $622K 0.01% +2,157 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,738 shares; 2025Q1: 31,437 shares; 2025Q2: 25,958 shares; 2025Q3: 25,318 shares 25,318 $622K 0.01% -640 Timeline QJUN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,965 shares; 2025Q3: 19,965 shares 19,965 $621K 0.01% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 281 shares; 2025Q1: 4,565 shares; 2025Q2: 3,358 shares; 2025Q3: 6,522 shares 6,522 $621K 0.01% +3,164 Timeline SCHJ 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: restricted; 2024Q4: 16,668 shares; 2025Q1: 17,297 shares; 2025Q2: 29,473 shares; 2025Q3: 24,878 shares 24,878 $621K 0.01% -4,595 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: restricted; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 10,208 shares; 2025Q3: 7,335 shares 7,335 $620K 0.01% -2,873 Timeline FLTR 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: restricted; 2024Q4: 21,223 shares; 2025Q1: 56,266 shares; 2025Q2: 25,950 shares; 2025Q3: 24,220 shares 24,220 $619K 0.01% -1,730 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,655 shares 24,655 $619K 0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,297 shares; 2025Q1: 1,401 shares; 2025Q2: 2,163 shares; 2025Q3: 3,474 shares 3,474 $618K 0.01% +1,311 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,642 shares; 2025Q1: 17,527 shares; 2025Q2: 17,122 shares; 2025Q3: 16,789 shares 16,789 $617K 0.01% -333 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 23,536 shares; 2025Q3: 23,572 shares 23,572 $617K 0.01% +36 Timeline SCHC 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: restricted; 2024Q4: 2,946 shares; 2025Q1: 13,258 shares; 2025Q2: 14,171 shares; 2025Q3: 13,551 shares 13,551 $617K 0.01% -620 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,211 shares; 2025Q1: 3,292 shares; 2025Q2: 9,119 shares; 2025Q3: 5,961 shares 5,961 $616K 0.01% -3,158 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 17,327 shares; 2025Q2: 16,688 shares; 2025Q3: 16,046 shares 16,046 $614K 0.01% -642 Timeline XME 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: restricted; 2024Q4: 5,724 shares; 2025Q1: 5,806 shares; 2025Q2: 5,441 shares; 2025Q3: 6,588 shares 6,588 $614K 0.01% +1,147 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,509 shares; 2025Q1: 4,348 shares; 2025Q2: 10,771 shares; 2025Q3: 23,169 shares 23,169 $612K 0.01% +12,398 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,616 shares; 2025Q1: 19,866 shares; 2025Q2: 22,125 shares; 2025Q3: 17,383 shares 17,383 $609K 0.01% -4,742 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,361 shares; 2025Q1: 4,779 shares; 2025Q2: 5,719 shares; 2025Q3: 21,081 shares 21,081 $609K 0.01% +15,362 Timeline EUSB 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: restricted; 2024Q4: 9,268 shares; 2025Q1: 11,970 shares; 2025Q2: 10,639 shares; 2025Q3: 13,844 shares 13,844 $608K 0.01% +3,205 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: restricted; 2024Q4: 3,194 shares; 2025Q1: 2,877 shares; 2025Q2: 2,798 shares; 2025Q3: 2,989 shares 2,989 $607K 0.01% +191 Timeline PBE 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: restricted; 2024Q4: 2,415 shares; 2025Q1: 8,616 shares; 2025Q2: 8,557 shares; 2025Q3: 8,676 shares 8,676 $606K 0.01% +119 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,183 shares; 2025Q1: 1,137 shares; 2025Q2: 1,252 shares; 2025Q3: 1,907 shares 1,907 $606K 0.01% +655 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 255 shares; 2025Q1: 319 shares; 2025Q2: 360 shares; 2025Q3: 1,293 shares 1,293 $605K 0.01% +933 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 333 shares; 2025Q2: 49,961 shares; 2025Q3: 49,857 shares 49,857 $605K 0.01% -104 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 678 shares; 2025Q2: 534 shares; 2025Q3: 655 shares 655 $603K 0.01% +121 Timeline QEFA 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: restricted; 2024Q4: not reported; 2025Q1: 48,200 shares; 2025Q2: 7,731 shares; 2025Q3: 6,853 shares 6,853 $602K 0.01% -878 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 359 shares; 2025Q1: 575 shares; 2025Q2: 17,078 shares; 2025Q3: 18,644 shares 18,644 $600K 0.01% +1,566 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,172 shares; 2025Q1: 9,172 shares; 2025Q2: 9,027 shares; 2025Q3: 8,627 shares 8,627 $600K 0.01% -400 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266 shares; 2025Q1: 357 shares; 2025Q2: 423 shares; 2025Q3: 455 shares 455 $600K 0.01% +32 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: restricted; 2024Q4: 4,857 shares; 2025Q1: 11,105 shares; 2025Q2: 20,006 shares; 2025Q3: 22,690 shares 22,690 $598K 0.01% +2,684 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: restricted; 2024Q4: 477 shares; 2025Q1: 354 shares; 2025Q2: 343 shares; 2025Q3: 399 shares 399 $597K 0.01% +56 Timeline FNDF 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: restricted; 2024Q4: 11,138 shares; 2025Q1: 9,337 shares; 2025Q2: 9,737 shares; 2025Q3: 13,864 shares 13,864 $596K 0.01% +4,127 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,909 shares; 2025Q1: 15,817 shares; 2025Q2: 16,542 shares; 2025Q3: 15,331 shares 15,331 $595K 0.01% -1,211 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: restricted; 2024Q4: 659 shares; 2025Q1: 628 shares; 2025Q2: 634 shares; 2025Q3: 2,171 shares 2,171 $594K 0.01% +1,537 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: restricted; 2024Q4: 5,376 shares; 2025Q1: 6,211 shares; 2025Q2: 6,715 shares; 2025Q3: 11,893 shares 11,893 $594K 0.01% +5,178 Timeline IGOV 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: restricted; 2024Q4: not reported; 2025Q1: 6,505 shares; 2025Q2: 4,747 shares; 2025Q3: 13,943 shares 13,943 $594K 0.01% +9,196 Timeline VPL 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: restricted; 2024Q4: 809 shares; 2025Q1: 226 shares; 2025Q2: 134 shares; 2025Q3: 6,743 shares 6,743 $592K 0.01% +6,609 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,452 shares; 2025Q1: 63,168 shares; 2025Q2: 63,168 shares; 2025Q3: 64,801 shares 64,801 $590K 0.01% +1,633 Timeline DIHP 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: restricted; 2024Q4: 11,021 shares; 2025Q1: 13,128 shares; 2025Q2: 14,905 shares; 2025Q3: 19,408 shares 19,408 $590K 0.01% +4,503 Timeline PSL 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: restricted; 2024Q4: not reported; 2025Q1: 5,358 shares; 2025Q2: 5,358 shares; 2025Q3: 5,358 shares 5,358 $589K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 4,033 shares; 2025Q2: 4,438 shares; 2025Q3: 6,489 shares 6,489 $589K 0.01% +2,051 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: restricted; 2024Q4: 1,004 shares; 2025Q1: 1,265 shares; 2025Q2: 1,380 shares; 2025Q3: 1,646 shares 1,646 $587K 0.01% +266 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: restricted; 2024Q4: 1,796 shares; 2025Q1: 2,715 shares; 2025Q2: 3,213 shares; 2025Q3: 6,544 shares 6,544 $587K 0.01% +3,331 Timeline DFIS 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: restricted; 2024Q4: 3,183 shares; 2025Q1: 3,915 shares; 2025Q2: 5,546 shares; 2025Q3: 18,532 shares 18,532 $586K 0.01% +12,986 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 231 shares; 2025Q2: 14,759 shares; 2025Q3: 15,111 shares 15,111 $585K 0.01% +352 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,256 shares; 2025Q1: 1,204 shares; 2025Q2: 2,286 shares; 2025Q3: 5,629 shares 5,629 $582K 0.01% +3,343 Timeline