NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,839 shares; 2024Q4: 380,233 shares; 2025Q1: 419,940 shares; 2025Q2: 415,193 shares; 2025Q3: 421,164 shares 421,164 $78.6M 3.03% +5,971 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,905 shares; 2024Q4: 250,566 shares; 2025Q1: 265,476 shares; 2025Q2: 273,778 shares; 2025Q3: 270,849 shares 270,849 $69M 2.66% -2,929 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,267 shares; 2024Q4: 77,913 shares; 2025Q1: 80,544 shares; 2025Q2: 84,581 shares; 2025Q3: 83,981 shares 83,981 $56.2M 2.16% -600 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,833 shares; 2024Q4: 84,965 shares; 2025Q1: 83,305 shares; 2025Q2: 91,510 shares; 2025Q3: 90,020 shares 90,020 $55.1M 2.12% -1,490 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,643 shares; 2024Q4: 83,402 shares; 2025Q1: 83,048 shares; 2025Q2: 81,965 shares; 2025Q3: 80,401 shares 80,401 $53.6M 2.06% -1,564 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,340 shares; 2024Q4: 639,868 shares; 2025Q1: 662,742 shares; 2025Q2: 664,018 shares; 2025Q3: 641,950 shares 641,950 $50.3M 1.94% -22,068 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,200 shares; 2024Q4: 90,230 shares; 2025Q1: 97,486 shares; 2025Q2: 94,632 shares; 2025Q3: 94,940 shares 94,940 $49.2M 1.89% +308 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,487 shares; 2024Q4: 179,307 shares; 2025Q1: 189,287 shares; 2025Q2: 198,336 shares; 2025Q3: 216,751 shares 216,751 $47.6M 1.83% +18,415 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068,064 shares; 2024Q4: 1,292,587 shares; 2025Q1: 1,440,754 shares; 2025Q2: 1,477,793 shares; 2025Q3: 1,407,762 shares 1,407,762 $47M 1.81% -70,031 Timeline USFR 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: 868,773 shares; 2024Q4: 986,193 shares; 2025Q1: 968,494 shares; 2025Q2: 866,224 shares; 2025Q3: 927,073 shares 927,073 $46.6M 1.79% +60,849 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339,952 shares; 2024Q4: 3,462,652 shares; 2025Q1: 3,412,129 shares; 2025Q2: 3,198,343 shares; 2025Q3: 3,243,160 shares 3,243,160 $42.6M 1.64% +44,817 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,965 shares; 2024Q4: 621,185 shares; 2025Q1: 724,756 shares; 2025Q2: 766,456 shares; 2025Q3: 729,887 shares 729,887 $40.4M 1.56% -36,569 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,696 shares; 2024Q4: 275,222 shares; 2025Q1: 288,916 shares; 2025Q2: 321,211 shares; 2025Q3: 314,980 shares 314,980 $32.9M 1.27% -6,231 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,678 shares; 2024Q4: 241,113 shares; 2025Q1: 248,295 shares; 2025Q2: 264,657 shares; 2025Q3: 268,762 shares 268,762 $32.4M 1.25% +4,105 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,165 shares; 2024Q4: 224,013 shares; 2025Q1: 205,395 shares; 2025Q2: 227,353 shares; 2025Q3: 460,658 shares 460,658 $31M 1.19% +233,305 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,726 shares; 2024Q4: 38,328 shares; 2025Q1: 38,784 shares; 2025Q2: 38,938 shares; 2025Q3: 39,535 shares 39,535 $29M 1.12% +597 Timeline XLG 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: 5,034 shares; 2024Q4: 6,672 shares; 2025Q1: 133,583 shares; 2025Q2: 504,830 shares; 2025Q3: 497,125 shares 497,125 $28.6M 1.1% -7,705 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,943 shares; 2024Q4: 324,759 shares; 2025Q1: 367,244 shares; 2025Q2: 394,073 shares; 2025Q3: 408,338 shares 408,338 $26.6M 1.03% +14,265 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,121 shares; 2024Q4: 82,231 shares; 2025Q1: 79,895 shares; 2025Q2: 83,209 shares; 2025Q3: 79,104 shares 79,104 $25M 0.96% -4,105 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,176 shares; 2024Q4: 173,442 shares; 2025Q1: 186,444 shares; 2025Q2: 189,832 shares; 2025Q3: 199,810 shares 199,810 $23.7M 0.91% +9,978 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,976 shares; 2024Q4: 156,017 shares; 2025Q1: 177,249 shares; 2025Q2: 181,448 shares; 2025Q3: 180,081 shares 180,081 $23.5M 0.9% -1,367 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,377 shares; 2024Q4: 51,481 shares; 2025Q1: 48,939 shares; 2025Q2: 50,796 shares; 2025Q3: 50,378 shares 50,378 $22.4M 0.86% -418 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,146 shares; 2024Q4: 412,561 shares; 2025Q1: 379,732 shares; 2025Q2: 448,025 shares; 2025Q3: 435,525 shares 435,525 $21.9M 0.84% -12,500 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,247 shares; 2024Q4: 39,374 shares; 2025Q1: 35,255 shares; 2025Q2: 35,309 shares; 2025Q3: 34,473 shares 34,473 $20.7M 0.8% -836 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,350 shares; 2024Q4: 761,730 shares; 2025Q1: 731,196 shares; 2025Q2: 796,286 shares; 2025Q3: 785,724 shares 785,724 $20.7M 0.8% -10,562 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,844 shares; 2024Q4: 103,209 shares; 2025Q1: 104,514 shares; 2025Q2: 90,271 shares; 2025Q3: 81,525 shares 81,525 $20.1M 0.78% -8,746 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,000 shares; 2024Q4: 94,119 shares; 2025Q1: 79,147 shares; 2025Q2: 81,662 shares; 2025Q3: 78,953 shares 78,953 $19.2M 0.74% -2,709 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,445 shares; 2024Q4: 80,065 shares; 2025Q1: 81,186 shares; 2025Q2: 87,842 shares; 2025Q3: 88,438 shares 88,438 $19.1M 0.73% +596 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,199 shares; 2024Q4: 385,970 shares; 2025Q1: 400,469 shares; 2025Q2: 491,805 shares; 2025Q3: 470,508 shares 470,508 $19M 0.73% -21,297 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,517 shares; 2024Q4: 55,574 shares; 2025Q1: 68,478 shares; 2025Q2: 66,402 shares; 2025Q3: 66,266 shares 66,266 $18.7M 0.72% -136 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,460 shares; 2024Q4: 31,092 shares; 2025Q1: 33,133 shares; 2025Q2: 33,962 shares; 2025Q3: 35,027 shares 35,027 $17.6M 0.68% +1,065 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,180 shares; 2024Q4: 49,947 shares; 2025Q1: 53,869 shares; 2025Q2: 55,256 shares; 2025Q3: 53,040 shares 53,040 $17.5M 0.67% -2,216 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,117 shares; 2024Q4: 16,057 shares; 2025Q1: 17,347 shares; 2025Q2: 19,204 shares; 2025Q3: 20,931 shares 20,931 $16M 0.62% +1,727 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,768 shares; 2024Q4: 46,363 shares; 2025Q1: 56,710 shares; 2025Q2: 59,729 shares; 2025Q3: 65,211 shares 65,211 $15.9M 0.61% +5,482 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,159 shares; 2024Q4: 180,118 shares; 2025Q1: 224,621 shares; 2025Q2: 252,580 shares; 2025Q3: 261,225 shares 261,225 $15.7M 0.61% +8,645 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,478 shares; 2024Q4: 26,781 shares; 2025Q1: 30,160 shares; 2025Q2: 29,025 shares; 2025Q3: 30,930 shares 30,930 $14.8M 0.57% +1,905 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,199 shares; 2024Q4: 36,384 shares; 2025Q1: 41,004 shares; 2025Q2: 39,651 shares; 2025Q3: 41,549 shares 41,549 $14.8M 0.57% +1,898 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,338 shares; 2024Q4: 84,455 shares; 2025Q1: 84,088 shares; 2025Q2: 74,910 shares; 2025Q3: 74,293 shares 74,293 $14.1M 0.54% -617 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,535 shares; 2024Q4: 171,084 shares; 2025Q1: 195,991 shares; 2025Q2: 236,391 shares; 2025Q3: 159,989 shares 159,989 $14M 0.54% -76,402 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: 64,526 shares; 2024Q4: 68,934 shares; 2025Q1: 76,907 shares; 2025Q2: 83,614 shares; 2025Q3: 86,019 shares 86,019 $13.3M 0.51% +2,405 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,778 shares; 2024Q4: 117,074 shares; 2025Q1: 122,540 shares; 2025Q2: 131,376 shares; 2025Q3: 62,270 shares 62,270 $12.9M 0.5% -69,106 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,344 shares; 2024Q4: 61,795 shares; 2025Q1: 62,377 shares; 2025Q2: 65,262 shares; 2025Q3: 65,577 shares 65,577 $12.8M 0.49% +315 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,528 shares; 2024Q4: 139,053 shares; 2025Q1: 194,501 shares; 2025Q2: 202,056 shares; 2025Q3: 216,835 shares 216,835 $12.4M 0.48% +14,779 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,735 shares; 2024Q4: 102,765 shares; 2025Q1: 109,247 shares; 2025Q2: 110,600 shares; 2025Q3: 109,570 shares 109,570 $12.4M 0.48% -1,030 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 7,745 shares; 2025Q1: 9,122 shares; 2025Q2: 9,238 shares; 2025Q3: 10,292 shares 10,292 $12.3M 0.48% +1,054 Timeline PINK 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: 649,532 shares; 2024Q4: 597,044 shares; 2025Q1: 570,196 shares; 2025Q2: 440,482 shares; 2025Q3: 384,585 shares 384,585 $12.2M 0.47% -55,897 Timeline FTSM 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: 157,868 shares; 2024Q4: 195,029 shares; 2025Q1: 194,356 shares; 2025Q2: 188,763 shares; 2025Q3: 195,430 shares 195,430 $11.7M 0.45% +6,667 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,139 shares; 2024Q4: 61,408 shares; 2025Q1: 49,628 shares; 2025Q2: 73,497 shares; 2025Q3: 128,930 shares 128,930 $11.2M 0.43% +55,433 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,992 shares; 2024Q4: 91,849 shares; 2025Q1: 81,729 shares; 2025Q2: 93,261 shares; 2025Q3: 107,384 shares 107,384 $11.1M 0.43% +14,123 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,929 shares; 2024Q4: 59,519 shares; 2025Q1: 61,189 shares; 2025Q2: 68,935 shares; 2025Q3: 60,616 shares 60,616 $11.1M 0.43% -8,319 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,655 shares; 2024Q4: 287,886 shares; 2025Q1: 269,939 shares; 2025Q2: 273,933 shares; 2025Q3: 268,147 shares 268,147 $11M 0.42% -5,786 Timeline DGRO 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: 141,997 shares; 2024Q4: 142,485 shares; 2025Q1: 149,862 shares; 2025Q2: 160,341 shares; 2025Q3: 160,603 shares 160,603 $10.9M 0.42% +262 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,540 shares; 2024Q4: 123,665 shares; 2025Q1: 128,027 shares; 2025Q2: 99,452 shares; 2025Q3: 116,543 shares 116,543 $10.4M 0.4% +17,091 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,797 shares; 2024Q4: 25,370 shares; 2025Q1: 29,787 shares; 2025Q2: 30,262 shares; 2025Q3: 30,440 shares 30,440 $9.99M 0.38% +178 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,951 shares; 2024Q4: 47,537 shares; 2025Q1: 53,721 shares; 2025Q2: 54,114 shares; 2025Q3: 52,631 shares 52,631 $9.76M 0.38% -1,483 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 9,854 shares; 2025Q1: 9,597 shares; 2025Q2: 11,480 shares; 2025Q3: 10,467 shares 10,467 $9.69M 0.37% -1,013 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,941 shares; 2024Q4: 81,826 shares; 2025Q1: 81,551 shares; 2025Q2: 108,915 shares; 2025Q3: 133,791 shares 133,791 $9.15M 0.35% +24,876 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,241 shares; 2024Q4: 52,625 shares; 2025Q1: 53,087 shares; 2025Q2: 53,799 shares; 2025Q3: 57,651 shares 57,651 $8.95M 0.34% +3,852 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,554 shares; 2024Q4: 184,887 shares; 2025Q1: 174,017 shares; 2025Q2: 172,304 shares; 2025Q3: 189,843 shares 189,843 $8.78M 0.34% +17,539 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,050 shares; 2024Q4: 19,655 shares; 2025Q1: 20,552 shares; 2025Q2: 20,991 shares; 2025Q3: 21,545 shares 21,545 $8.73M 0.34% +554 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,287 shares; 2024Q4: 162,726 shares; 2025Q1: 182,322 shares; 2025Q2: 182,918 shares; 2025Q3: 188,257 shares 188,257 $8.72M 0.34% +5,339 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,534 shares; 2024Q4: 42,481 shares; 2025Q1: 45,677 shares; 2025Q2: 46,364 shares; 2025Q3: 46,684 shares 46,684 $8.71M 0.34% +320 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,426 shares; 2024Q4: 26,211 shares; 2025Q1: 33,658 shares; 2025Q2: 29,836 shares; 2025Q3: 30,649 shares 30,649 $8.65M 0.33% +813 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,389 shares; 2024Q4: 74,074 shares; 2025Q1: 64,472 shares; 2025Q2: 62,395 shares; 2025Q3: 60,950 shares 60,950 $8.48M 0.33% -1,445 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,832 shares; 2024Q4: 24,224 shares; 2025Q1: 24,109 shares; 2025Q2: 26,494 shares; 2025Q3: 28,316 shares 28,316 $8.32M 0.32% +1,822 Timeline MINT 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: 46,901 shares; 2024Q4: 59,853 shares; 2025Q1: 77,916 shares; 2025Q2: 81,584 shares; 2025Q3: 82,168 shares 82,168 $8.27M 0.32% +584 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 16,190 shares; 2025Q1: 17,297 shares; 2025Q2: 17,989 shares; 2025Q3: 17,828 shares 17,828 $8.27M 0.32% -161 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,611 shares; 2024Q4: 257,385 shares; 2025Q1: 257,047 shares; 2025Q2: 261,527 shares; 2025Q3: 260,659 shares 260,659 $8.08M 0.31% -868 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,255 shares; 2024Q4: 11,382 shares; 2025Q1: 10,602 shares; 2025Q2: 10,910 shares; 2025Q3: 10,810 shares 10,810 $8.07M 0.31% -100 Timeline MLRG 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: 133,511 shares; 2024Q4: 127,997 shares; 2025Q1: 87,593 shares; 2025Q2: 87,228 shares; 2025Q3: 86,219 shares 86,219 $7.97M 0.31% -1,009 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: 214,328 shares; 2024Q4: 213,206 shares; 2025Q1: 267,149 shares; 2025Q2: 213,226 shares; 2025Q3: 213,289 shares 213,289 $7.57M 0.29% +63 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,012 shares; 2024Q4: 22,025 shares; 2025Q1: 17,410 shares; 2025Q2: 16,667 shares; 2025Q3: 16,153 shares 16,153 $7.57M 0.29% -514 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: 49,401 shares; 2024Q4: 46,564 shares; 2025Q1: 46,204 shares; 2025Q2: 46,028 shares; 2025Q3: 45,625 shares 45,625 $7.55M 0.29% -403 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,401 shares; 2024Q4: 64,623 shares; 2025Q1: 78,414 shares; 2025Q2: 79,695 shares; 2025Q3: 75,595 shares 75,595 $7.41M 0.29% -4,100 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,902 shares; 2024Q4: 245,912 shares; 2025Q1: 245,630 shares; 2025Q2: 253,527 shares; 2025Q3: 253,217 shares 253,217 $7.37M 0.28% -310 Timeline BUFQ 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: 312,233 shares; 2024Q4: 305,194 shares; 2025Q1: 267,003 shares; 2025Q2: 215,672 shares; 2025Q3: 211,466 shares 211,466 $7.37M 0.28% -4,206 Timeline DSTL 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: 123,805 shares; 2024Q4: 119,534 shares; 2025Q1: 120,471 shares; 2025Q2: 124,719 shares; 2025Q3: 127,056 shares 127,056 $7.36M 0.28% +2,337 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 61,813 shares; 2025Q1: 63,006 shares; 2025Q2: 59,712 shares; 2025Q3: 51,491 shares 51,491 $7.33M 0.28% -8,221 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,426 shares; 2024Q4: 219,536 shares; 2025Q1: 209,352 shares; 2025Q2: 210,972 shares; 2025Q3: 135,889 shares 135,889 $7.32M 0.28% -75,083 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,384 shares; 2024Q4: 87,675 shares; 2025Q1: 79,814 shares; 2025Q2: 78,252 shares; 2025Q3: 76,617 shares 76,617 $7.29M 0.28% -1,635 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,078 shares; 2024Q4: 19,313 shares; 2025Q1: 19,040 shares; 2025Q2: 19,788 shares; 2025Q3: 21,217 shares 21,217 $7.24M 0.28% +1,429 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 12,024 shares; 2025Q1: 13,655 shares; 2025Q2: 13,382 shares; 2025Q3: 14,707 shares 14,707 $7.21M 0.28% +1,325 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,723 shares; 2024Q4: 27,729 shares; 2025Q1: 29,539 shares; 2025Q2: 30,853 shares; 2025Q3: 31,026 shares 31,026 $7.18M 0.28% +173 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 14,415 shares; 2025Q1: 16,704 shares; 2025Q2: 19,189 shares; 2025Q3: 23,625 shares 23,625 $7.11M 0.27% +4,436 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,851 shares; 2024Q4: 78,798 shares; 2025Q1: 85,061 shares; 2025Q2: 84,572 shares; 2025Q3: 84,400 shares 84,400 $7.08M 0.27% -172 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: 321,265 shares; 2024Q4: 330,643 shares; 2025Q1: 337,309 shares; 2025Q2: 381,102 shares; 2025Q3: 377,906 shares 377,906 $6.89M 0.27% -3,196 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,497 shares; 2024Q4: 37,318 shares; 2025Q1: 35,642 shares; 2025Q2: 29,085 shares; 2025Q3: 28,397 shares 28,397 $6.87M 0.26% -688 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 7,185 shares; 2025Q1: 8,166 shares; 2025Q2: 9,455 shares; 2025Q3: 8,591 shares 8,591 $6.84M 0.26% -864 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,453 shares; 2024Q4: 34,661 shares; 2025Q1: 24,527 shares; 2025Q2: 24,836 shares; 2025Q3: 23,912 shares 23,912 $6.73M 0.26% -924 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,484 shares; 2024Q4: 147,066 shares; 2025Q1: 149,200 shares; 2025Q2: 153,192 shares; 2025Q3: 159,523 shares 159,523 $6.68M 0.26% +6,331 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,842 shares; 2024Q4: 28,586 shares; 2025Q1: 26,552 shares; 2025Q2: 28,057 shares; 2025Q3: 32,702 shares 32,702 $6.66M 0.26% +4,645 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,260 shares; 2024Q4: 85,543 shares; 2025Q1: 73,475 shares; 2025Q2: 67,543 shares; 2025Q3: 73,582 shares 73,582 $6.57M 0.25% +6,039 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 16,364 shares; 2025Q1: 10,828 shares; 2025Q2: 13,848 shares; 2025Q3: 19,430 shares 19,430 $6.45M 0.25% +5,582 Timeline FEBU 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: not reported; 2024Q4: not reported; 2025Q1: 357,983 shares; 2025Q2: 336,398 shares; 2025Q3: 235,937 shares 235,937 $6.44M 0.25% -100,461 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 9,804 shares; 2025Q1: 10,778 shares; 2025Q2: 11,280 shares; 2025Q3: 11,239 shares 11,239 $6.39M 0.25% -41 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,906 shares; 2024Q4: 231,429 shares; 2025Q1: 232,702 shares; 2025Q2: 240,578 shares; 2025Q3: 243,859 shares 243,859 $6.32M 0.24% +3,281 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,510 shares; 2025Q1: 19,525 shares; 2025Q2: 128,057 shares; 2025Q3: 109,450 shares 109,450 $6.3M 0.24% -18,607 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,468 shares; 2024Q4: 35,369 shares; 2025Q1: 38,506 shares; 2025Q2: 38,326 shares; 2025Q3: 40,739 shares 40,739 $6.26M 0.24% +2,413 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,135 shares; 2024Q4: 19,268 shares; 2025Q1: 20,479 shares; 2025Q2: 20,204 shares; 2025Q3: 20,277 shares 20,277 $6.16M 0.24% +73 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,133 shares; 2024Q4: 29,093 shares; 2025Q1: 29,876 shares; 2025Q2: 29,976 shares; 2025Q3: 30,092 shares 30,092 $6.13M 0.24% +116 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,743 shares; 2024Q4: 17,733 shares; 2025Q1: 28,449 shares; 2025Q2: 24,277 shares; 2025Q3: 23,859 shares 23,859 $6.12M 0.24% -418 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,949 shares; 2024Q4: 56,081 shares; 2025Q1: 62,005 shares; 2025Q2: 61,874 shares; 2025Q3: 61,487 shares 61,487 $6.09M 0.23% -387 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: 129,293 shares; 2024Q4: 141,533 shares; 2025Q1: 180,846 shares; 2025Q2: 160,097 shares; 2025Q3: 157,044 shares 157,044 $5.97M 0.23% -3,053 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,667 shares; 2024Q4: 110,195 shares; 2025Q1: 110,080 shares; 2025Q2: 109,740 shares; 2025Q3: 113,000 shares 113,000 $5.79M 0.22% +3,260 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: 45,819 shares; 2024Q4: 61,900 shares; 2025Q1: 44,810 shares; 2025Q2: 45,620 shares; 2025Q3: 48,646 shares 48,646 $5.76M 0.22% +3,026 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,939 shares; 2024Q4: 33,620 shares; 2025Q1: 40,883 shares; 2025Q2: 39,637 shares; 2025Q3: 34,215 shares 34,215 $5.73M 0.22% -5,422 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,918 shares; 2024Q4: 81,004 shares; 2025Q1: 72,822 shares; 2025Q2: 86,177 shares; 2025Q3: 85,445 shares 85,445 $5.63M 0.22% -732 Timeline IMCB 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: 74,453 shares; 2024Q4: 69,705 shares; 2025Q1: 67,422 shares; 2025Q2: 67,124 shares; 2025Q3: 66,622 shares 66,622 $5.53M 0.21% -502 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,902 shares; 2024Q4: 109,424 shares; 2025Q1: 113,106 shares; 2025Q2: 113,511 shares; 2025Q3: 115,778 shares 115,778 $5.5M 0.21% +2,267 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,688 shares; 2024Q4: 13,863 shares; 2025Q1: 14,663 shares; 2025Q2: 15,529 shares; 2025Q3: 15,000 shares 15,000 $5.18M 0.2% -529 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6,541 shares; 2025Q1: 21,221 shares; 2025Q2: 37,184 shares; 2025Q3: 51,884 shares 51,884 $5.07M 0.2% +14,700 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: 60,037 shares; 2024Q4: 56,527 shares; 2025Q1: 56,824 shares; 2025Q2: 59,131 shares; 2025Q3: 59,871 shares 59,871 $4.99M 0.19% +740 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,619 shares; 2024Q4: 73,946 shares; 2025Q1: 77,578 shares; 2025Q2: 72,952 shares; 2025Q3: 74,417 shares 74,417 $4.94M 0.19% +1,465 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,871 shares; 2024Q4: 63,812 shares; 2025Q1: 65,061 shares; 2025Q2: 64,501 shares; 2025Q3: 61,487 shares 61,487 $4.93M 0.19% -3,014 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: 10,114 shares; 2024Q4: 27,784 shares; 2025Q1: 65,299 shares; 2025Q2: 106,857 shares; 2025Q3: 116,557 shares 116,557 $4.9M 0.19% +9,700 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,167 shares; 2024Q4: 25,131 shares; 2025Q1: 26,867 shares; 2025Q2: 28,168 shares; 2025Q3: 30,167 shares 30,167 $4.88M 0.19% +1,999 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,719 shares; 2024Q4: 85,959 shares; 2025Q1: 88,868 shares; 2025Q2: 90,745 shares; 2025Q3: 90,695 shares 90,695 $4.85M 0.19% -50 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,194 shares; 2024Q4: 32,535 shares; 2025Q1: 35,866 shares; 2025Q2: 36,062 shares; 2025Q3: 35,378 shares 35,378 $4.81M 0.19% -684 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,338 shares; 2025Q3: 123,437 shares 123,437 $4.79M 0.18% -12,901 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,537 shares; 2024Q4: 95,583 shares; 2025Q1: 107,174 shares; 2025Q2: 126,097 shares; 2025Q3: 131,358 shares 131,358 $4.77M 0.18% +5,261 Timeline RPV 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: 51,081 shares; 2024Q4: 51,062 shares; 2025Q1: 47,297 shares; 2025Q2: 47,979 shares; 2025Q3: 47,932 shares 47,932 $4.76M 0.18% -47 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,440 shares; 2024Q4: 76,903 shares; 2025Q1: 76,417 shares; 2025Q2: 81,019 shares; 2025Q3: 79,320 shares 79,320 $4.75M 0.18% -1,699 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: 29,373 shares; 2024Q4: 29,339 shares; 2025Q1: 25,452 shares; 2025Q2: 27,862 shares; 2025Q3: 24,189 shares 24,189 $4.75M 0.18% -3,673 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: 47,062 shares; 2024Q4: 51,335 shares; 2025Q1: 51,185 shares; 2025Q2: 54,431 shares; 2025Q3: 53,957 shares 53,957 $4.7M 0.18% -474 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,775 shares; 2024Q4: 81,384 shares; 2025Q1: 87,764 shares; 2025Q2: 97,928 shares; 2025Q3: 90,366 shares 90,366 $4.66M 0.18% -7,562 Timeline XLRE 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: 87,922 shares; 2024Q4: 105,616 shares; 2025Q1: 98,963 shares; 2025Q2: 105,591 shares; 2025Q3: 109,710 shares 109,710 $4.62M 0.18% +4,119 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,922 shares; 2024Q4: 137,668 shares; 2025Q1: 138,838 shares; 2025Q2: 141,552 shares; 2025Q3: 144,594 shares 144,594 $4.61M 0.18% +3,042 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 50,386 shares; 2025Q1: 43,100 shares; 2025Q2: 46,471 shares; 2025Q3: 46,070 shares 46,070 $4.59M 0.18% -401 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 2,355 shares; 2025Q1: 5,117 shares; 2025Q2: 5,379 shares; 2025Q3: 4,973 shares 4,973 $4.58M 0.18% -406 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,640 shares; 2024Q4: 186,164 shares; 2025Q1: 209,469 shares; 2025Q2: 209,020 shares; 2025Q3: 218,818 shares 218,818 $4.53M 0.17% +9,798 BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 6 shares 6 $4.53M 0.17% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,006 shares; 2024Q4: 65,054 shares; 2025Q1: 83,103 shares; 2025Q2: 113,271 shares; 2025Q3: 99,721 shares 99,721 $4.5M 0.17% -13,550 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,915 shares; 2024Q4: 17,972 shares; 2025Q1: 38,707 shares; 2025Q2: 18,519 shares; 2025Q3: 18,966 shares 18,966 $4.48M 0.17% +447 Timeline BSCT 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: 16,629 shares; 2024Q4: 195,639 shares; 2025Q1: 231,581 shares; 2025Q2: 231,305 shares; 2025Q3: 237,623 shares 237,623 $4.47M 0.17% +6,318 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,899 shares; 2024Q4: 19,817 shares; 2025Q1: 31,425 shares; 2025Q2: 28,009 shares; 2025Q3: 27,249 shares 27,249 $4.42M 0.17% -760 Timeline LGOV 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: 915,789 shares; 2024Q4: 370,857 shares; 2025Q1: 336,654 shares; 2025Q2: 245,594 shares; 2025Q3: 200,829 shares 200,829 $4.37M 0.17% -44,765 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,858 shares; 2024Q4: 109,616 shares; 2025Q1: 88,842 shares; 2025Q2: 92,418 shares; 2025Q3: 115,705 shares 115,705 $4.3M 0.17% +23,287 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,254 shares; 2025Q2: 149,062 shares; 2025Q3: 153,605 shares 153,605 $4.26M 0.16% +4,543 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,567 shares; 2024Q4: 89,409 shares; 2025Q1: 102,702 shares; 2025Q2: 100,334 shares; 2025Q3: 96,439 shares 96,439 $4.24M 0.16% -3,895 Timeline GEM 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: 118,246 shares; 2024Q4: 119,813 shares; 2025Q1: 104,015 shares; 2025Q2: 104,923 shares; 2025Q3: 102,919 shares 102,919 $4.19M 0.16% -2,004 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,769 shares; 2025Q3: 66,928 shares 66,928 $4.14M 0.16% -2,841 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,307 shares; 2024Q4: 12,730 shares; 2025Q1: 19,403 shares; 2025Q2: 22,986 shares; 2025Q3: 17,289 shares 17,289 $4.1M 0.16% -5,697 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,187 shares; 2024Q4: 28,529 shares; 2025Q1: 29,036 shares; 2025Q2: 28,526 shares; 2025Q3: 27,870 shares 27,870 $4.06M 0.16% -656 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,940 shares; 2025Q2: 51,377 shares; 2025Q3: 28,091 shares 28,091 $4.02M 0.15% -23,286 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: 78,953 shares; 2024Q4: 92,050 shares; 2025Q1: 118,156 shares; 2025Q2: 133,612 shares; 2025Q3: 138,962 shares 138,962 $4.02M 0.15% +5,350 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: 44,832 shares; 2024Q4: 41,475 shares; 2025Q1: 41,363 shares; 2025Q2: 42,460 shares; 2025Q3: 42,849 shares 42,849 $3.92M 0.15% +389 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,897 shares; 2025Q3: 21,843 shares 21,843 $3.89M 0.15% +5,946 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,689 shares; 2025Q1: 5,001 shares; 2025Q2: 12,729 shares; 2025Q3: 15,687 shares 15,687 $3.87M 0.15% +2,958 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,486 shares; 2024Q4: 49,484 shares; 2025Q1: 52,383 shares; 2025Q2: 50,702 shares; 2025Q3: 51,288 shares 51,288 $3.87M 0.15% +586 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,413 shares; 2024Q4: 74,991 shares; 2025Q1: 67,306 shares; 2025Q2: 35,189 shares; 2025Q3: 32,187 shares 32,187 $3.86M 0.15% -3,002 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: 32,769 shares; 2024Q4: 34,225 shares; 2025Q1: 44,480 shares; 2025Q2: 49,823 shares; 2025Q3: 50,705 shares 50,705 $3.85M 0.15% +882 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,853 shares 22,853 $3.85M 0.15% new 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: 30,596 shares; 2024Q4: 30,733 shares; 2025Q1: 28,340 shares; 2025Q2: 28,863 shares; 2025Q3: 28,868 shares 28,868 $3.79M 0.15% +5 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,511 shares; 2024Q4: 41,350 shares; 2025Q1: 43,039 shares; 2025Q2: 43,048 shares; 2025Q3: 44,561 shares 44,561 $3.75M 0.14% +1,513 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,403 shares; 2024Q4: 40,687 shares; 2025Q1: 46,029 shares; 2025Q2: 48,737 shares; 2025Q3: 44,636 shares 44,636 $3.74M 0.14% -4,101 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,099 shares; 2024Q4: 140,393 shares; 2025Q1: 145,852 shares; 2025Q2: 143,107 shares; 2025Q3: 136,058 shares 136,058 $3.71M 0.14% -7,049 Timeline GSEW 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: 40,762 shares; 2024Q4: 41,183 shares; 2025Q1: 40,271 shares; 2025Q2: 44,657 shares; 2025Q3: 43,676 shares 43,676 $3.71M 0.14% -981 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: 10,645 shares; 2024Q4: 7,493 shares; 2025Q1: 24,950 shares; 2025Q2: 13,495 shares; 2025Q3: 13,252 shares 13,252 $3.71M 0.14% -243 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,109 shares; 2024Q4: 54,959 shares; 2025Q1: 46,421 shares; 2025Q2: 44,638 shares; 2025Q3: 43,052 shares 43,052 $3.67M 0.14% -1,586 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 8,143 shares; 2025Q1: 10,111 shares; 2025Q2: 12,065 shares; 2025Q3: 8,809 shares 8,809 $3.65M 0.14% -3,256 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 9,372 shares; 2025Q1: 6,948 shares; 2025Q2: 7,385 shares; 2025Q3: 7,616 shares 7,616 $3.63M 0.14% +231 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,167 shares; 2024Q4: 13,941 shares; 2025Q1: 12,307 shares; 2025Q2: 13,446 shares; 2025Q3: 16,726 shares 16,726 $3.61M 0.14% +3,280 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,143 shares; 2025Q3: 56,751 shares 56,751 $3.53M 0.14% +18,608 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,282 shares; 2024Q4: 23,353 shares; 2025Q1: 36,844 shares; 2025Q2: 43,763 shares; 2025Q3: 47,246 shares 47,246 $3.51M 0.14% +3,483 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,995 shares; 2024Q4: 70,781 shares; 2025Q1: 83,924 shares; 2025Q2: 98,724 shares; 2025Q3: 100,939 shares 100,939 $3.42M 0.13% +2,215 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,647 shares; 2025Q1: 63,607 shares; 2025Q2: 66,044 shares; 2025Q3: 73,059 shares 73,059 $3.41M 0.13% +7,015 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,235 shares; 2024Q4: 33,548 shares; 2025Q1: 32,950 shares; 2025Q2: 34,259 shares; 2025Q3: 35,196 shares 35,196 $3.4M 0.13% +937 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,574 shares; 2024Q4: 6,576 shares; 2025Q1: 9,197 shares; 2025Q2: 12,075 shares; 2025Q3: 11,990 shares 11,990 $3.35M 0.13% -85 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,372 shares; 2025Q2: 66,173 shares; 2025Q3: 70,213 shares 70,213 $3.34M 0.13% +4,040 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 861 shares; 2025Q1: 10,070 shares; 2025Q2: 12,502 shares; 2025Q3: 12,783 shares 12,783 $3.33M 0.13% +281 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,594 shares; 2025Q1: 2,583 shares; 2025Q2: 2,689 shares; 2025Q3: 2,853 shares 2,853 $3.33M 0.13% +164 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,673 shares; 2025Q1: 8,229 shares; 2025Q2: 9,528 shares; 2025Q3: 9,942 shares 9,942 $3.31M 0.13% +414 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,618 shares; 2024Q4: 38,971 shares; 2025Q1: 38,585 shares; 2025Q2: 39,591 shares; 2025Q3: 39,091 shares 39,091 $3.26M 0.13% -500 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,216 shares; 2024Q4: 77,745 shares; 2025Q1: 68,167 shares; 2025Q2: 67,248 shares; 2025Q3: 69,232 shares 69,232 $3.24M 0.12% +1,984 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,747 shares; 2024Q4: 21,498 shares; 2025Q1: 25,774 shares; 2025Q2: 23,266 shares; 2025Q3: 22,811 shares 22,811 $3.2M 0.12% -455 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,616 shares; 2024Q4: 48,963 shares; 2025Q1: 67,398 shares; 2025Q2: 69,208 shares; 2025Q3: 74,612 shares 74,612 $3.19M 0.12% +5,404 Timeline SPTS 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: 173,666 shares; 2024Q4: 153,559 shares; 2025Q1: 132,576 shares; 2025Q2: 115,546 shares; 2025Q3: 107,916 shares 107,916 $3.16M 0.12% -7,630 Timeline GPIX 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: not reported; 2024Q4: 9,523 shares; 2025Q1: 15,007 shares; 2025Q2: 31,430 shares; 2025Q3: 60,566 shares 60,566 $3.16M 0.12% +29,136 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,714 shares; 2024Q4: 26,000 shares; 2025Q1: 26,839 shares; 2025Q2: 27,952 shares; 2025Q3: 27,562 shares 27,562 $3.16M 0.12% -390 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 11,176 shares; 2025Q1: 26,071 shares; 2025Q2: 44,123 shares; 2025Q3: 45,761 shares 45,761 $3.16M 0.12% +1,638 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,566 shares; 2024Q4: 24,968 shares; 2025Q1: 24,710 shares; 2025Q2: 23,434 shares; 2025Q3: 23,555 shares 23,555 $3.15M 0.12% +121 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,995 shares; 2024Q4: 15,134 shares; 2025Q1: 17,818 shares; 2025Q2: 18,686 shares; 2025Q3: 18,919 shares 18,919 $3.15M 0.12% +233 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 2,612 shares; 2025Q1: 4,678 shares; 2025Q2: 7,296 shares; 2025Q3: 7,195 shares 7,195 $3.13M 0.12% -101 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: 32,549 shares; 2025Q1: 34,190 shares; 2025Q2: 34,467 shares; 2025Q3: 32,675 shares 32,675 $3.09M 0.12% -1,792 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,630 shares; 2025Q2: 37,296 shares; 2025Q3: 36,867 shares 36,867 $3.08M 0.12% -429 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,654 shares; 2025Q1: 35,976 shares; 2025Q2: 30,370 shares; 2025Q3: 27,858 shares 27,858 $3.04M 0.12% -2,512 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,284 shares; 2024Q4: 71,450 shares; 2025Q1: 58,520 shares; 2025Q2: 53,605 shares; 2025Q3: 58,638 shares 58,638 $2.98M 0.11% +5,033 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,377 shares; 2024Q4: 30,896 shares; 2025Q1: 31,272 shares; 2025Q2: 32,828 shares; 2025Q3: 33,486 shares 33,486 $2.97M 0.11% +658 Timeline SPMB 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: 68,016 shares; 2024Q4: 80,485 shares; 2025Q1: 99,218 shares; 2025Q2: 123,215 shares; 2025Q3: 131,284 shares 131,284 $2.95M 0.11% +8,069 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,092 shares; 2024Q4: 101,424 shares; 2025Q1: 153,041 shares; 2025Q2: 129,992 shares; 2025Q3: 104,089 shares 104,089 $2.94M 0.11% -25,903 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,211 shares; 2024Q4: 5,769 shares; 2025Q1: 5,299 shares; 2025Q2: 5,253 shares; 2025Q3: 5,863 shares 5,863 $2.93M 0.11% +610 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: 456,837 shares; 2024Q4: 265,795 shares; 2025Q1: 247,711 shares; 2025Q2: 159,492 shares; 2025Q3: 133,317 shares 133,317 $2.92M 0.11% -26,175 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: 126,753 shares; 2024Q4: 130,595 shares; 2025Q1: 142,014 shares; 2025Q2: 142,017 shares; 2025Q3: 147,175 shares 147,175 $2.88M 0.11% +5,158 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 10,800 shares; 2025Q1: 10,829 shares; 2025Q2: 11,122 shares; 2025Q3: 11,048 shares 11,048 $2.87M 0.11% -74 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,753 shares; 2024Q4: 27,950 shares; 2025Q1: 28,591 shares; 2025Q2: 29,050 shares; 2025Q3: 30,568 shares 30,568 $2.86M 0.11% +1,518 Timeline ZALT 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: 40,881 shares; 2024Q4: 117,836 shares; 2025Q1: 117,452 shares; 2025Q2: 97,977 shares; 2025Q3: 85,952 shares 85,952 $2.74M 0.11% -12,025 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,759 shares; 2025Q3: 77,731 shares 77,731 $2.73M 0.11% +13,972 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: 25,564 shares; 2024Q4: 24,037 shares; 2025Q1: 24,203 shares; 2025Q2: 26,368 shares; 2025Q3: 28,753 shares 28,753 $2.71M 0.1% +2,385 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: 124,730 shares; 2024Q4: 127,593 shares; 2025Q1: 133,968 shares; 2025Q2: 133,372 shares; 2025Q3: 137,544 shares 137,544 $2.71M 0.1% +4,172 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 5,314 shares; 2025Q1: 5,227 shares; 2025Q2: 32,135 shares; 2025Q3: 32,121 shares 32,121 $2.68M 0.1% -14 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,637 shares; 2024Q4: 13,383 shares; 2025Q1: 32,003 shares; 2025Q2: 21,356 shares; 2025Q3: 26,271 shares 26,271 $2.67M 0.1% +4,915 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: 11,493 shares; 2024Q4: 9,383 shares; 2025Q1: 7,705 shares; 2025Q2: 8,973 shares; 2025Q3: 8,899 shares 8,899 $2.65M 0.1% -74 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,777 shares; 2025Q1: 1,799 shares; 2025Q2: 10,045 shares; 2025Q3: 12,441 shares 12,441 $2.64M 0.1% +2,396 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,346 shares; 2025Q1: 42,641 shares; 2025Q2: 48,363 shares; 2025Q3: 50,562 shares 50,562 $2.64M 0.1% +2,199 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,806 shares; 2024Q4: 41,424 shares; 2025Q1: 44,340 shares; 2025Q2: 43,106 shares; 2025Q3: 42,448 shares 42,448 $2.64M 0.1% -658 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,381 shares; 2025Q3: 3,741 shares 3,741 $2.61M 0.1% +360 Timeline RPG 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: 16,490 shares; 2024Q4: 16,490 shares; 2025Q1: 29,021 shares; 2025Q2: 54,647 shares; 2025Q3: 54,231 shares 54,231 $2.59M 0.1% -416 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,468 shares; 2024Q4: 60,742 shares; 2025Q1: 59,009 shares; 2025Q2: 50,028 shares; 2025Q3: 55,806 shares 55,806 $2.56M 0.1% +5,778 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,673 shares; 2024Q4: 38,909 shares; 2025Q1: 52,350 shares; 2025Q2: 44,187 shares; 2025Q3: 28,450 shares 28,450 $2.55M 0.1% -15,737 Timeline IDMO 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: 26,301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,760 shares; 2025Q3: 47,224 shares 47,224 $2.55M 0.1% -1,536 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: not reported; 2024Q4: not reported; 2025Q1: 12,512 shares; 2025Q2: 18,172 shares; 2025Q3: 10,967 shares 10,967 $2.52M 0.1% -7,205 Timeline BSCS 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: 108,929 shares; 2024Q4: 111,963 shares; 2025Q1: 118,702 shares; 2025Q2: 119,171 shares; 2025Q3: 122,472 shares 122,472 $2.52M 0.1% +3,301 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,807 shares; 2024Q4: 28,586 shares; 2025Q1: 28,788 shares; 2025Q2: 30,161 shares; 2025Q3: 30,328 shares 30,328 $2.5M 0.1% +167 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,322 shares; 2024Q4: 27,250 shares; 2025Q1: 27,082 shares; 2025Q2: 25,294 shares; 2025Q3: 23,964 shares 23,964 $2.47M 0.1% -1,330 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,386 shares; 2025Q3: 3,332 shares 3,332 $2.39M 0.09% +946 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,817 shares; 2025Q1: 7,624 shares; 2025Q2: 8,201 shares; 2025Q3: 7,429 shares 7,429 $2.39M 0.09% -772 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,672 shares; 2024Q4: 88,305 shares; 2025Q1: 57,009 shares; 2025Q2: 60,219 shares; 2025Q3: 48,027 shares 48,027 $2.39M 0.09% -12,192 Timeline PFFD 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: 88,842 shares; 2024Q4: 98,966 shares; 2025Q1: 124,075 shares; 2025Q2: 121,199 shares; 2025Q3: 122,467 shares 122,467 $2.38M 0.09% +1,268 Timeline MSML 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: 39,540 shares; 2024Q4: 38,856 shares; 2025Q1: 38,250 shares; 2025Q2: 37,840 shares; 2025Q3: 37,465 shares 37,465 $2.38M 0.09% -375 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: not reported; 2024Q4: 4,002 shares; 2025Q1: 12,594 shares; 2025Q2: 15,218 shares; 2025Q3: 15,718 shares 15,718 $2.37M 0.09% +500 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,666 shares; 2025Q1: 50,396 shares; 2025Q2: 34,587 shares; 2025Q3: 16,008 shares 16,008 $2.33M 0.09% -18,579 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,281 shares; 2024Q4: 16,337 shares; 2025Q1: 16,245 shares; 2025Q2: 19,137 shares; 2025Q3: 18,925 shares 18,925 $2.32M 0.09% -212 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 6,446 shares; 2025Q1: 34,436 shares; 2025Q2: 14,883 shares; 2025Q3: 14,185 shares 14,185 $2.28M 0.09% -698 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,777 shares; 2025Q1: 33,538 shares; 2025Q2: 35,642 shares; 2025Q3: 36,041 shares 36,041 $2.27M 0.09% +399 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,699 shares; 2024Q4: 90,681 shares; 2025Q1: 94,341 shares; 2025Q2: 86,129 shares; 2025Q3: 71,780 shares 71,780 $2.26M 0.09% -14,349 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,311 shares; 2024Q4: 33,782 shares; 2025Q1: 40,804 shares; 2025Q2: 43,969 shares; 2025Q3: 43,788 shares 43,788 $2.25M 0.09% -181 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,252 shares; 2025Q1: 42,017 shares; 2025Q2: 46,804 shares; 2025Q3: 48,651 shares 48,651 $2.25M 0.09% +1,847 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,177 shares; 2025Q1: 3,557 shares; 2025Q2: 3,525 shares; 2025Q3: 3,274 shares 3,274 $2.24M 0.09% -251 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,221 shares; 2024Q4: 7,505 shares; 2025Q1: 7,162 shares; 2025Q2: 8,535 shares; 2025Q3: 8,767 shares 8,767 $2.23M 0.09% +232 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: 48,387 shares; 2024Q4: 48,462 shares; 2025Q1: 45,519 shares; 2025Q2: 45,885 shares; 2025Q3: 44,651 shares 44,651 $2.22M 0.09% -1,234 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,845 shares; 2025Q1: 9,646 shares; 2025Q2: 9,829 shares; 2025Q3: 9,007 shares 9,007 $2.21M 0.09% -822 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,802 shares; 2025Q3: 111,922 shares 111,922 $2.16M 0.08% +1,120 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: 51,543 shares; 2024Q4: 44,670 shares; 2025Q1: 42,622 shares; 2025Q2: 28,270 shares; 2025Q3: 27,331 shares 27,331 $2.13M 0.08% -939 Timeline KXI 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: 28,107 shares; 2024Q4: 28,855 shares; 2025Q1: 33,644 shares; 2025Q2: 30,793 shares; 2025Q3: 32,918 shares 32,918 $2.12M 0.08% +2,125 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,350 shares; 2024Q4: 41,595 shares; 2025Q1: 26,582 shares; 2025Q2: 22,581 shares; 2025Q3: 21,016 shares 21,016 $2.11M 0.08% -1,565 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: 43,270 shares; 2024Q4: 36,113 shares; 2025Q1: 34,773 shares; 2025Q2: 32,459 shares; 2025Q3: 34,611 shares 34,611 $2.1M 0.08% +2,152 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 5,033 shares; 2025Q1: 4,725 shares; 2025Q2: 4,641 shares; 2025Q3: 5,174 shares 5,174 $2.08M 0.08% +533 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,524 shares; 2025Q1: 15,806 shares; 2025Q2: 29,139 shares; 2025Q3: 31,910 shares 31,910 $2.07M 0.08% +2,771 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 30,240 shares; 2025Q1: 32,898 shares; 2025Q2: 27,993 shares; 2025Q3: 24,945 shares 24,945 $2.07M 0.08% -3,048 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,544 shares; 2025Q1: 49,878 shares; 2025Q2: 49,058 shares; 2025Q3: 50,911 shares 50,911 $2.04M 0.08% +1,853 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,479 shares; 2024Q4: 24,688 shares; 2025Q1: 22,940 shares; 2025Q2: 21,356 shares; 2025Q3: 21,461 shares 21,461 $2.03M 0.08% +105 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,318 shares; 2024Q4: 67,543 shares; 2025Q1: 69,043 shares; 2025Q2: 77,143 shares; 2025Q3: 80,286 shares 80,286 $2.02M 0.08% +3,143 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,269 shares; 2025Q2: 88,417 shares; 2025Q3: 80,379 shares 80,379 $2.02M 0.08% -8,038 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,429 shares 7,429 $2.01M 0.08% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,845 shares; 2024Q4: 164,432 shares; 2025Q1: 85,769 shares; 2025Q2: 81,821 shares; 2025Q3: 78,614 shares 78,614 $2M 0.08% -3,207 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,024 shares; 2024Q4: 26,327 shares; 2025Q1: 25,371 shares; 2025Q2: 24,916 shares; 2025Q3: 24,900 shares 24,900 $1.99M 0.08% -16 Timeline EDV 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: 113,652 shares; 2024Q4: 61,611 shares; 2025Q1: 52,790 shares; 2025Q2: 38,758 shares; 2025Q3: 29,073 shares 29,073 $1.99M 0.08% -9,685 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,041 shares; 2024Q4: 23,195 shares; 2025Q1: 20,458 shares; 2025Q2: 20,612 shares; 2025Q3: 20,860 shares 20,860 $1.99M 0.08% +248 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 8,943 shares; 2025Q1: 8,932 shares; 2025Q2: 9,069 shares; 2025Q3: 9,474 shares 9,474 $1.98M 0.08% +405 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,886 shares; 2024Q4: 5,568 shares; 2025Q1: 5,559 shares; 2025Q2: 5,990 shares; 2025Q3: 4,069 shares 4,069 $1.97M 0.08% -1,921 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,241 shares; 2024Q4: 3,847 shares; 2025Q1: 3,984 shares; 2025Q2: 4,106 shares; 2025Q3: 4,090 shares 4,090 $1.94M 0.07% -16 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,413 shares; 2024Q4: 11,621 shares; 2025Q1: 10,807 shares; 2025Q2: 11,698 shares; 2025Q3: 81,084 shares 81,084 $1.94M 0.07% +69,386 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,524 shares; 2024Q4: 34,020 shares; 2025Q1: 18,366 shares; 2025Q2: 14,470 shares; 2025Q3: 12,438 shares 12,438 $1.93M 0.07% -2,032 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,176 shares; 2025Q2: 58,155 shares; 2025Q3: 75,141 shares 75,141 $1.92M 0.07% +16,986 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 26,657 shares; 2025Q1: 31,222 shares; 2025Q2: 31,906 shares; 2025Q3: 32,448 shares 32,448 $1.92M 0.07% +542 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,564 shares; 2024Q4: 40,397 shares; 2025Q1: 30,499 shares; 2025Q2: 33,645 shares; 2025Q3: 33,019 shares 33,019 $1.9M 0.07% -626 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,298 shares; 2024Q4: 6,816 shares; 2025Q1: 6,763 shares; 2025Q2: 7,375 shares; 2025Q3: 7,650 shares 7,650 $1.89M 0.07% +275 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,859 shares; 2025Q1: 7,859 shares; 2025Q2: 7,884 shares; 2025Q3: 16,694 shares 16,694 $1.87M 0.07% +8,810 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,555 shares; 2024Q4: 48,543 shares; 2025Q1: 42,498 shares; 2025Q2: 26,458 shares; 2025Q3: 36,488 shares 36,488 $1.85M 0.07% +10,030 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 4,820 shares; 2025Q1: 6,264 shares; 2025Q2: 6,720 shares; 2025Q3: 6,441 shares 6,441 $1.82M 0.07% -279 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: not reported; 2024Q4: not reported; 2025Q1: 5,441 shares; 2025Q2: 7,557 shares; 2025Q3: 9,213 shares 9,213 $1.8M 0.07% +1,656 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,451 shares; 2024Q4: 22,443 shares; 2025Q1: 22,993 shares; 2025Q2: 25,133 shares; 2025Q3: 24,798 shares 24,798 $1.78M 0.07% -335 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,755 shares; 2025Q1: 2,557 shares; 2025Q2: 2,535 shares; 2025Q3: 2,350 shares 2,350 $1.78M 0.07% -185 Timeline IXC 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: 41,532 shares; 2024Q4: 39,088 shares; 2025Q1: 37,829 shares; 2025Q2: 36,482 shares; 2025Q3: 42,463 shares 42,463 $1.77M 0.07% +5,981 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,649 shares; 2024Q4: 18,844 shares; 2025Q1: 18,157 shares; 2025Q2: 21,387 shares; 2025Q3: 20,947 shares 20,947 $1.76M 0.07% -440 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,978 shares; 2025Q1: 85,697 shares; 2025Q2: 71,368 shares; 2025Q3: 68,511 shares 68,511 $1.75M 0.07% -2,857 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 5,048 shares; 2025Q1: 5,420 shares; 2025Q2: 5,774 shares; 2025Q3: 5,931 shares 5,931 $1.74M 0.07% +157 Timeline VTWG 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: 7,893 shares; 2024Q4: 7,401 shares; 2025Q1: 7,193 shares; 2025Q2: 7,628 shares; 2025Q3: 7,394 shares 7,394 $1.73M 0.07% -234 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,461 shares; 2024Q4: 17,369 shares; 2025Q1: 16,922 shares; 2025Q2: 16,724 shares; 2025Q3: 16,688 shares 16,688 $1.72M 0.07% -36 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,439 shares; 2024Q4: 36,962 shares; 2025Q1: 31,226 shares; 2025Q2: 37,305 shares; 2025Q3: 39,026 shares 39,026 $1.69M 0.07% +1,721 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,732 shares; 2024Q4: 17,387 shares; 2025Q1: 16,513 shares; 2025Q2: 17,474 shares; 2025Q3: 18,093 shares 18,093 $1.69M 0.07% +619 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: 17,143 shares; 2024Q4: 17,143 shares; 2025Q1: 19,223 shares; 2025Q2: 16,875 shares; 2025Q3: 16,125 shares 16,125 $1.68M 0.06% -750 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,409 shares; 2024Q4: 8,013 shares; 2025Q1: 6,206 shares; 2025Q2: 6,238 shares; 2025Q3: 10,041 shares 10,041 $1.68M 0.06% +3,803 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 8,074 shares; 2025Q1: 9,025 shares; 2025Q2: 9,599 shares; 2025Q3: 8,536 shares 8,536 $1.67M 0.06% -1,063 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,642 shares; 2024Q4: 11,145 shares; 2025Q1: 10,057 shares; 2025Q2: 11,044 shares; 2025Q3: 12,099 shares 12,099 $1.67M 0.06% +1,055 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,779 shares; 2025Q1: 6,437 shares; 2025Q2: 6,863 shares; 2025Q3: 6,601 shares 6,601 $1.66M 0.06% -262 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,181 shares; 2024Q4: 47,783 shares; 2025Q1: 47,254 shares; 2025Q2: 47,176 shares; 2025Q3: 49,069 shares 49,069 $1.65M 0.06% +1,893 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,623 shares; 2024Q4: 13,649 shares; 2025Q1: 13,057 shares; 2025Q2: 11,138 shares; 2025Q3: 11,545 shares 11,545 $1.64M 0.06% +407 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,947 shares; 2025Q1: 31,351 shares; 2025Q2: 42,597 shares; 2025Q3: 47,251 shares 47,251 $1.64M 0.06% +4,654 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,928 shares; 2024Q4: 23,403 shares; 2025Q1: 23,424 shares; 2025Q2: 23,208 shares; 2025Q3: 22,328 shares 22,328 $1.64M 0.06% -880 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: 35,847 shares; 2024Q4: 36,839 shares; 2025Q1: 38,562 shares; 2025Q2: 40,358 shares; 2025Q3: 41,565 shares 41,565 $1.61M 0.06% +1,207 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,816 shares; 2024Q4: 58,301 shares; 2025Q1: 38,616 shares; 2025Q2: 41,581 shares; 2025Q3: 40,740 shares 40,740 $1.61M 0.06% -841 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 4,165 shares; 2025Q1: 4,147 shares; 2025Q2: 4,200 shares; 2025Q3: 4,706 shares 4,706 $1.6M 0.06% +506 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 10,559 shares; 2025Q1: 14,149 shares; 2025Q2: 13,981 shares; 2025Q3: 12,585 shares 12,585 $1.59M 0.06% -1,396 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,905 shares; 2024Q4: 21,574 shares; 2025Q1: 56,080 shares; 2025Q2: 69,447 shares; 2025Q3: 33,617 shares 33,617 $1.58M 0.06% -35,830 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,971 shares; 2025Q1: 26,125 shares; 2025Q2: 19,065 shares; 2025Q3: 21,209 shares 21,209 $1.55M 0.06% +2,144 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,769 shares; 2024Q4: 64,035 shares; 2025Q1: 47,715 shares; 2025Q2: 36,560 shares; 2025Q3: 34,803 shares 34,803 $1.55M 0.06% -1,757 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,104 shares; 2024Q4: 27,154 shares; 2025Q1: 20,647 shares; 2025Q2: 21,957 shares; 2025Q3: 22,460 shares 22,460 $1.54M 0.06% +503 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 9,628 shares; 2025Q1: 8,652 shares; 2025Q2: 9,061 shares; 2025Q3: 8,834 shares 8,834 $1.52M 0.06% -227 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 8,975 shares; 2025Q1: 8,366 shares; 2025Q2: 8,107 shares; 2025Q3: 8,178 shares 8,178 $1.5M 0.06% +71 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,709 shares; 2024Q4: 9,329 shares; 2025Q1: 6,577 shares; 2025Q2: 17,850 shares; 2025Q3: 17,930 shares 17,930 $1.5M 0.06% +80 Timeline RWJ 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: 44,369 shares; 2024Q4: 36,193 shares; 2025Q1: 28,759 shares; 2025Q2: 30,875 shares; 2025Q3: 31,026 shares 31,026 $1.5M 0.06% +151 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: 14,556 shares; 2024Q4: 12,825 shares; 2025Q1: 11,382 shares; 2025Q2: 25,488 shares; 2025Q3: 19,755 shares 19,755 $1.49M 0.06% -5,733 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 3,510 shares; 2025Q1: 6,732 shares; 2025Q2: 6,968 shares; 2025Q3: 7,451 shares 7,451 $1.48M 0.06% +483 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,960 shares; 2025Q1: 22,397 shares; 2025Q2: 24,905 shares; 2025Q3: 29,677 shares 29,677 $1.47M 0.06% +4,772 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,488 shares; 2025Q1: 422 shares; 2025Q2: 368 shares; 2025Q3: 1,873 shares 1,873 $1.45M 0.06% +1,505 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,999 shares; 2025Q1: 6,864 shares; 2025Q2: 8,643 shares; 2025Q3: 8,776 shares 8,776 $1.44M 0.06% +133 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 32,257 shares; 2025Q3: 29,251 shares 29,251 $1.44M 0.06% -3,006 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: 16,877 shares; 2024Q4: 17,400 shares; 2025Q1: 18,749 shares; 2025Q2: 18,891 shares; 2025Q3: 18,349 shares 18,349 $1.44M 0.06% -542 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,484 shares; 2025Q2: 40,962 shares; 2025Q3: 41,432 shares 41,432 $1.44M 0.06% +470 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,709 shares; 2025Q1: 4,456 shares; 2025Q2: 6,373 shares; 2025Q3: 6,629 shares 6,629 $1.42M 0.05% +256 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,361 shares; 2025Q1: 3,466 shares; 2025Q2: 3,358 shares; 2025Q3: 3,176 shares 3,176 $1.42M 0.05% -182 Timeline SIXJ 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: 39,467 shares; 2024Q4: 58,684 shares; 2025Q1: 56,569 shares; 2025Q2: 46,443 shares; 2025Q3: 42,598 shares 42,598 $1.42M 0.05% -3,845 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: 13,334 shares; 2024Q4: 14,291 shares; 2025Q1: 22,497 shares; 2025Q2: 26,378 shares; 2025Q3: 30,194 shares 30,194 $1.42M 0.05% +3,816 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,095 shares; 2024Q4: 37,760 shares; 2025Q1: 53,882 shares; 2025Q2: 39,060 shares; 2025Q3: 24,494 shares 24,494 $1.4M 0.05% -14,566 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: 92,780 shares; 2024Q4: 82,511 shares; 2025Q1: 22,732 shares; 2025Q2: not reported; 2025Q3: 30,321 shares 30,321 $1.39M 0.05% new Timeline QINT 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: 13,845 shares; 2024Q4: 12,995 shares; 2025Q1: 12,895 shares; 2025Q2: 13,205 shares; 2025Q3: 22,535 shares 22,535 $1.38M 0.05% +9,330 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 2,024 shares; 2025Q1: 5,148 shares; 2025Q2: 1,559 shares; 2025Q3: 2,235 shares 2,235 $1.37M 0.05% +676 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: 15,848 shares; 2024Q4: 14,851 shares; 2025Q1: 20,360 shares; 2025Q2: 30,582 shares; 2025Q3: 30,701 shares 30,701 $1.35M 0.05% +119 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 2,040 shares; 2025Q1: 2,684 shares; 2025Q2: 2,951 shares; 2025Q3: 2,765 shares 2,765 $1.35M 0.05% -186 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 6,853 shares; 2025Q1: 6,131 shares; 2025Q2: 5,788 shares; 2025Q3: 6,361 shares 6,361 $1.34M 0.05% +573 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,530 shares; 2025Q1: 48,772 shares; 2025Q2: 25,683 shares; 2025Q3: 23,259 shares 23,259 $1.34M 0.05% -2,424 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: 21,439 shares; 2024Q4: 21,840 shares; 2025Q1: 22,924 shares; 2025Q2: 24,158 shares; 2025Q3: 25,540 shares 25,540 $1.34M 0.05% +1,382 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,344 shares; 2024Q4: 8,894 shares; 2025Q1: 6,415 shares; 2025Q2: 6,426 shares; 2025Q3: 6,632 shares 6,632 $1.33M 0.05% +206 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,132 shares; 2025Q1: 34,405 shares; 2025Q2: 22,874 shares; 2025Q3: 24,295 shares 24,295 $1.32M 0.05% +1,421 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,913 shares; 2024Q4: 15,712 shares; 2025Q1: 14,592 shares; 2025Q2: 16,765 shares; 2025Q3: 16,732 shares 16,732 $1.31M 0.05% -33 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,563 shares; 2025Q1: 8,422 shares; 2025Q2: 8,325 shares; 2025Q3: 8,822 shares 8,822 $1.31M 0.05% +497 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 3,537 shares; 2025Q1: 3,565 shares; 2025Q2: 3,281 shares; 2025Q3: 3,759 shares 3,759 $1.27M 0.05% +478 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 5,627 shares; 2025Q1: 4,058 shares; 2025Q2: 3,514 shares; 2025Q3: 3,579 shares 3,579 $1.26M 0.05% +65 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: 8,683 shares; 2024Q4: 9,019 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,985 shares 8,985 $1.25M 0.05% +105 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,991 shares; 2024Q4: 39,265 shares; 2025Q1: 35,408 shares; 2025Q2: 33,808 shares; 2025Q3: 27,968 shares 27,968 $1.25M 0.05% -5,840 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 4,559 shares 4,559 $1.25M 0.05% +3,762 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: 6,718 shares; 2024Q4: 9,574 shares; 2025Q1: 12,124 shares; 2025Q2: 19,575 shares; 2025Q3: 21,246 shares 21,246 $1.25M 0.05% +1,671 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,699 shares; 2025Q1: 1,770 shares; 2025Q2: 1,824 shares; 2025Q3: 1,732 shares 1,732 $1.24M 0.05% -92 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,705 shares; 2025Q2: 17,404 shares; 2025Q3: 21,548 shares 21,548 $1.24M 0.05% +4,144 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: 13,527 shares; 2024Q4: 16,819 shares; 2025Q1: 17,063 shares; 2025Q2: 27,142 shares; 2025Q3: 25,165 shares 25,165 $1.23M 0.05% -1,977 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,556 shares; 2024Q4: 14,257 shares; 2025Q1: 11,229 shares; 2025Q2: 12,370 shares; 2025Q3: 14,294 shares 14,294 $1.23M 0.05% +1,924 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,549 shares; 2024Q4: 178,839 shares; 2025Q1: 193,504 shares; 2025Q2: 188,384 shares; 2025Q3: 231,379 shares 231,379 $1.21M 0.05% +42,995 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,366 shares; 2024Q4: 39,789 shares; 2025Q1: 28,007 shares; 2025Q2: 25,791 shares; 2025Q3: 25,192 shares 25,192 $1.21M 0.05% -599 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: 88,351 shares; 2024Q4: 114,345 shares; 2025Q1: 94,155 shares; 2025Q2: 94,229 shares; 2025Q3: 70,182 shares 70,182 $1.2M 0.05% -24,047 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,419 shares; 2024Q4: 20,010 shares; 2025Q1: 18,937 shares; 2025Q2: 23,461 shares; 2025Q3: 22,162 shares 22,162 $1.2M 0.05% -1,299 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: not reported; 2024Q4: not reported; 2025Q1: 33,067 shares; 2025Q2: 41,351 shares; 2025Q3: 42,777 shares 42,777 $1.19M 0.05% +1,426 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: 8,540 shares; 2024Q4: 10,180 shares; 2025Q1: 15,567 shares; 2025Q2: 21,729 shares; 2025Q3: 20,053 shares 20,053 $1.18M 0.05% -1,676 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,776 shares; 2025Q3: 10,432 shares 10,432 $1.17M 0.05% +1,656 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,211 shares; 2024Q4: 12,901 shares; 2025Q1: 10,181 shares; 2025Q2: 6,909 shares; 2025Q3: 5,703 shares 5,703 $1.17M 0.04% -1,206 Timeline PPA 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: 12,232 shares; 2024Q4: 12,591 shares; 2025Q1: 6,559 shares; 2025Q2: 6,925 shares; 2025Q3: 7,486 shares 7,486 $1.16M 0.04% +561 Timeline GSSC 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: 17,691 shares; 2024Q4: 13,462 shares; 2025Q1: 14,518 shares; 2025Q2: 15,486 shares; 2025Q3: 15,531 shares 15,531 $1.16M 0.04% +45 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,115 shares; 2024Q4: 185,815 shares; 2025Q1: 172,415 shares; 2025Q2: 139,415 shares; 2025Q3: 115,910 shares 115,910 $1.16M 0.04% -23,505 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,534 shares; 2025Q2: 45,850 shares; 2025Q3: 42,970 shares 42,970 $1.15M 0.04% -2,880 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 6,742 shares; 2025Q1: 8,303 shares; 2025Q2: 7,176 shares; 2025Q3: 8,150 shares 8,150 $1.15M 0.04% +974 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: 4,327 shares; 2024Q4: 13,730 shares; 2025Q1: 11,617 shares; 2025Q2: 11,876 shares; 2025Q3: 11,812 shares 11,812 $1.15M 0.04% -64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,000 shares; 2025Q3: 90,960 shares 90,960 $1.15M 0.04% +61,960 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,020 shares; 2025Q1: 6,376 shares; 2025Q2: 6,638 shares; 2025Q3: 7,141 shares 7,141 $1.14M 0.04% +503 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,019 shares 15,019 $1.12M 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,961 shares; 2024Q4: 13,437 shares; 2025Q1: 9,579 shares; 2025Q2: 8,923 shares; 2025Q3: 7,392 shares 7,392 $1.1M 0.04% -1,531 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,967 shares; 2025Q1: 5,071 shares; 2025Q2: 6,868 shares; 2025Q3: 7,710 shares 7,710 $1.1M 0.04% +842 Timeline FDVV 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: 43,047 shares; 2024Q4: 28,503 shares; 2025Q1: 23,052 shares; 2025Q2: 21,601 shares; 2025Q3: 19,706 shares 19,706 $1.1M 0.04% -1,895 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,572 shares; 2024Q4: 11,665 shares; 2025Q1: 14,636 shares; 2025Q2: 14,534 shares; 2025Q3: 15,067 shares 15,067 $1.1M 0.04% +533 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 2,177 shares; 2025Q1: 2,646 shares; 2025Q2: 6,135 shares; 2025Q3: 7,533 shares 7,533 $1.09M 0.04% +1,398 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,924 shares; 2025Q1: 9,563 shares; 2025Q2: 10,647 shares; 2025Q3: 22,705 shares 22,705 $1.08M 0.04% +12,058 Timeline GINN 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: 33,005 shares; 2024Q4: 27,177 shares; 2025Q1: 17,413 shares; 2025Q2: 15,867 shares; 2025Q3: 14,518 shares 14,518 $1.07M 0.04% -1,349 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,070 shares; 2024Q4: 21,267 shares; 2025Q1: 19,860 shares; 2025Q2: 19,260 shares; 2025Q3: 18,640 shares 18,640 $1.07M 0.04% -620 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,615 shares; 2025Q1: 8,276 shares; 2025Q2: 8,319 shares; 2025Q3: 9,620 shares 9,620 $1.07M 0.04% +1,301 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,848 shares 9,848 $1.06M 0.04% new 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: 10,776 shares; 2024Q4: 4,510 shares; 2025Q1: 3,305 shares; 2025Q2: 3,666 shares; 2025Q3: 4,341 shares 4,341 $1.04M 0.04% +675 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,239 shares; 2024Q4: 23,520 shares; 2025Q1: 25,241 shares; 2025Q2: 26,330 shares; 2025Q3: 26,074 shares 26,074 $1.03M 0.04% -256 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,850 shares; 2025Q1: 9,292 shares; 2025Q2: 8,114 shares; 2025Q3: 7,700 shares 7,700 $1.03M 0.04% -414 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: 3,115 shares; 2024Q4: 3,074 shares; 2025Q1: 3,161 shares; 2025Q2: 3,323 shares; 2025Q3: 3,367 shares 3,367 $1.03M 0.04% +44 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 7,371 shares; 2025Q1: 5,479 shares; 2025Q2: 4,381 shares; 2025Q3: 5,737 shares 5,737 $1.03M 0.04% +1,356 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 6,247 shares; 2025Q1: 5,137 shares; 2025Q2: 6,062 shares; 2025Q3: 10,694 shares 10,694 $1.02M 0.04% +4,632 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,775 shares; 2024Q4: 27,405 shares; 2025Q1: 15,506 shares; 2025Q2: 12,031 shares; 2025Q3: 11,461 shares 11,461 $1.02M 0.04% -570 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,012 shares; 2025Q1: 6,051 shares; 2025Q2: 6,090 shares; 2025Q3: 5,966 shares 5,966 $1.02M 0.04% -124 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 11,074 shares; 2025Q1: 10,808 shares; 2025Q2: 10,565 shares; 2025Q3: 10,534 shares 10,534 $1.02M 0.04% -31 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,308 shares; 2024Q4: 34,828 shares; 2025Q1: 28,603 shares; 2025Q2: 27,320 shares; 2025Q3: 24,401 shares 24,401 $1.01M 0.04% -2,919 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 3,157 shares; 2025Q1: 3,108 shares; 2025Q2: 3,329 shares; 2025Q3: 5,945 shares 5,945 $996K 0.04% +2,616 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 4,802 shares 4,802 $994K 0.04% +3,212 Timeline OUSM 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: 31,349 shares; 2024Q4: 26,168 shares; 2025Q1: 21,458 shares; 2025Q2: 21,729 shares; 2025Q3: 22,141 shares 22,141 $992K 0.04% +412 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,455 shares; 2025Q1: 11,241 shares; 2025Q2: 16,197 shares; 2025Q3: 22,447 shares 22,447 $986K 0.04% +6,250 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,281 shares; 2024Q4: 54,340 shares; 2025Q1: 46,185 shares; 2025Q2: 39,996 shares; 2025Q3: 53,759 shares 53,759 $982K 0.04% +13,763 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: 6,555 shares; 2024Q4: 4,835 shares; 2025Q1: 4,545 shares; 2025Q2: 5,200 shares; 2025Q3: 6,462 shares 6,462 $975K 0.04% +1,262 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,603 shares; 2025Q1: 3,263 shares; 2025Q2: 2,678 shares; 2025Q3: 2,957 shares 2,957 $973K 0.04% +279 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 6,977 shares; 2025Q1: 7,062 shares; 2025Q2: 7,057 shares; 2025Q3: 7,533 shares 7,533 $966K 0.04% +476 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,813 shares; 2025Q1: 2,710 shares; 2025Q2: 2,643 shares; 2025Q3: 2,639 shares 2,639 $965K 0.04% -4 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,823 shares; 2024Q4: 47,292 shares; 2025Q1: 38,904 shares; 2025Q2: 40,568 shares; 2025Q3: 39,021 shares 39,021 $964K 0.04% -1,547 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 9,656 shares; 2025Q1: 10,145 shares; 2025Q2: 10,844 shares; 2025Q3: 6,797 shares 6,797 $964K 0.04% -4,047 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,215 shares; 2024Q4: 14,002 shares; 2025Q1: 12,492 shares; 2025Q2: 13,238 shares; 2025Q3: 11,351 shares 11,351 $960K 0.04% -1,887 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,881 shares; 2024Q4: 14,358 shares; 2025Q1: 14,396 shares; 2025Q2: 13,220 shares; 2025Q3: 11,609 shares 11,609 $943K 0.04% -1,611 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,574 shares; 2024Q4: 6,455 shares; 2025Q1: 6,858 shares; 2025Q2: 9,246 shares; 2025Q3: 9,413 shares 9,413 $941K 0.04% +167 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: 8,492 shares; 2024Q4: 9,427 shares; 2025Q1: 7,529 shares; 2025Q2: 10,584 shares; 2025Q3: 10,470 shares 10,470 $939K 0.04% -114 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 4,478 shares; 2025Q1: 4,671 shares; 2025Q2: 4,528 shares; 2025Q3: 4,480 shares 4,480 $935K 0.04% -48 Timeline TDIV 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: 26,046 shares; 2024Q4: 23,072 shares; 2025Q1: 10,008 shares; 2025Q2: 9,911 shares; 2025Q3: 9,343 shares 9,343 $921K 0.04% -568 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: 5,651 shares; 2024Q4: 5,155 shares; 2025Q1: 4,938 shares; 2025Q2: 4,953 shares; 2025Q3: 5,318 shares 5,318 $919K 0.04% +365 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,509 shares; 2025Q1: 12,647 shares; 2025Q2: 14,597 shares; 2025Q3: 15,534 shares 15,534 $919K 0.04% +937 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 511 shares; 2025Q1: 187 shares; 2025Q2: 175 shares; 2025Q3: 169 shares 169 $913K 0.04% -6 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,134 shares; 2024Q4: 137,205 shares; 2025Q1: 161,400 shares; 2025Q2: 154,390 shares; 2025Q3: 138,489 shares 138,489 $913K 0.04% -15,901 XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,577 shares; 2024Q4: 63,500 shares; 2025Q1: 56,409 shares; 2025Q2: 56,500 shares; 2025Q3: 56,586 shares 56,586 $900K 0.03% +86 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,787 shares; 2025Q1: 7,212 shares; 2025Q2: 7,532 shares; 2025Q3: 7,817 shares 7,817 $899K 0.03% +285 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 2,009 shares; 2025Q1: 2,099 shares; 2025Q2: 2,372 shares; 2025Q3: 2,410 shares 2,410 $891K 0.03% +38 Timeline XLSR 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: 11,270 shares; 2024Q4: 14,730 shares; 2025Q1: 15,274 shares; 2025Q2: 14,260 shares; 2025Q3: 14,939 shares 14,939 $891K 0.03% +679 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: 13,118 shares; 2024Q4: 7,987 shares; 2025Q1: 4,090 shares; 2025Q2: 3,720 shares; 2025Q3: 12,765 shares 12,765 $890K 0.03% +9,045 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,564 shares; 2025Q3: 43,207 shares 43,207 $890K 0.03% -2,357 Timeline GDX 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: 19,662 shares; 2024Q4: 20,483 shares; 2025Q1: 15,918 shares; 2025Q2: 15,633 shares; 2025Q3: 11,631 shares 11,631 $889K 0.03% -4,002 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,686 shares; 2024Q4: 12,686 shares; 2025Q1: 12,646 shares; 2025Q2: 12,746 shares; 2025Q3: 13,169 shares 13,169 $888K 0.03% +423 Timeline LMBS 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: 13,652 shares; 2024Q4: 16,362 shares; 2025Q1: 18,383 shares; 2025Q2: 18,932 shares; 2025Q3: 17,759 shares 17,759 $884K 0.03% -1,173 Timeline KCE 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: 8,104 shares; 2024Q4: 6,008 shares; 2025Q1: 5,957 shares; 2025Q2: 5,897 shares; 2025Q3: 5,772 shares 5,772 $882K 0.03% -125 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,023 shares; 2025Q3: 40,656 shares 40,656 $879K 0.03% -1,367 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,230 shares; 2024Q4: 37,405 shares; 2025Q1: 45,521 shares; 2025Q2: 11,535 shares; 2025Q3: 17,485 shares 17,485 $874K 0.03% +5,950 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,304 shares; 2024Q4: 17,336 shares; 2025Q1: 25,858 shares; 2025Q2: 33,542 shares; 2025Q3: 37,731 shares 37,731 $872K 0.03% +4,189 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,486 shares; 2024Q4: 47,998 shares; 2025Q1: 46,763 shares; 2025Q2: 25,770 shares; 2025Q3: 18,720 shares 18,720 $866K 0.03% -7,050 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,805 shares; 2025Q1: 14,480 shares; 2025Q2: 13,891 shares; 2025Q3: 13,508 shares 13,508 $865K 0.03% -383 Timeline SMH 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: 13,850 shares; 2024Q4: 6,091 shares; 2025Q1: 6,489 shares; 2025Q2: 3,054 shares; 2025Q3: 2,633 shares 2,633 $859K 0.03% -421 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 1,843 shares; 2025Q1: 2,005 shares; 2025Q2: 1,909 shares; 2025Q3: 1,878 shares 1,878 $859K 0.03% -31 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: 12,476 shares; 2024Q4: 15,429 shares; 2025Q1: 12,465 shares; 2025Q2: 11,072 shares; 2025Q3: 12,781 shares 12,781 $857K 0.03% +1,709 Timeline FDRR 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: 15,788 shares; 2024Q4: 16,502 shares; 2025Q1: 14,660 shares; 2025Q2: 14,660 shares; 2025Q3: 14,601 shares 14,601 $856K 0.03% -59 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,260 shares; 2024Q4: 13,856 shares; 2025Q1: 15,258 shares; 2025Q2: 14,091 shares; 2025Q3: 15,998 shares 15,998 $854K 0.03% +1,907 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,659 shares; 2025Q1: 3,938 shares; 2025Q2: 3,804 shares; 2025Q3: 3,853 shares 3,853 $851K 0.03% +49 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 8,412 shares; 2025Q1: 12,671 shares; 2025Q2: 15,766 shares; 2025Q3: 15,911 shares 15,911 $847K 0.03% +145 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,577 shares; 2024Q4: 17,082 shares; 2025Q1: 16,847 shares; 2025Q2: 16,881 shares; 2025Q3: 16,914 shares 16,914 $846K 0.03% +33 Timeline PRF 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: 36,538 shares; 2024Q4: 36,223 shares; 2025Q1: 36,232 shares; 2025Q2: 21,161 shares; 2025Q3: 18,682 shares 18,682 $845K 0.03% -2,479 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 37,992 shares; 2025Q1: 47,414 shares; 2025Q2: 49,522 shares; 2025Q3: 51,983 shares 51,983 $832K 0.03% +2,461 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,553 shares; 2024Q4: 10,983 shares; 2025Q1: 10,795 shares; 2025Q2: 9,149 shares; 2025Q3: 5,896 shares 5,896 $830K 0.03% -3,253 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,671 shares; 2024Q4: 62,019 shares; 2025Q1: 68,408 shares; 2025Q2: 75,911 shares; 2025Q3: 82,173 shares 82,173 $823K 0.03% +6,262 Timeline TWO RDS SHARED TR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,019 shares; 2024Q4: 32,819 shares; 2025Q1: 28,373 shares; 2025Q2: 26,767 shares; 2025Q3: 22,822 shares 22,822 $822K 0.03% -3,945 GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,050 shares; 2025Q3: 135,550 shares 135,550 $816K 0.03% +94,500 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: not reported; 2024Q4: 3,105 shares; 2025Q1: 3,044 shares; 2025Q2: 3,229 shares; 2025Q3: 3,691 shares 3,691 $810K 0.03% +462 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,280 shares; 2025Q1: 5,177 shares; 2025Q2: 4,510 shares; 2025Q3: 4,631 shares 4,631 $809K 0.03% +121 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,400 shares; 2025Q1: 11,500 shares; 2025Q2: 11,710 shares; 2025Q3: 13,118 shares 13,118 $807K 0.03% +1,408 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,286 shares; 2025Q1: 3,148 shares; 2025Q2: 3,082 shares; 2025Q3: 3,408 shares 3,408 $804K 0.03% +326 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,421 shares; 2024Q4: 11,653 shares; 2025Q1: 11,335 shares; 2025Q2: 11,584 shares; 2025Q3: 12,112 shares 12,112 $800K 0.03% +528 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: 1,334 shares; 2024Q4: 1,005 shares; 2025Q1: 1,621 shares; 2025Q2: 1,553 shares; 2025Q3: 1,622 shares 1,622 $797K 0.03% +69 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 9,323 shares; 2025Q1: 8,804 shares; 2025Q2: 8,569 shares; 2025Q3: 8,687 shares 8,687 $794K 0.03% +118 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: 28,615 shares; 2024Q4: 25,922 shares; 2025Q1: 23,369 shares; 2025Q2: 25,764 shares; 2025Q3: 7,716 shares 7,716 $792K 0.03% -18,048 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,691 shares; 2025Q3: 5,712 shares 5,712 $782K 0.03% +2,021 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 9,995 shares; 2025Q1: 1,924 shares; 2025Q2: 1,942 shares; 2025Q3: 2,076 shares 2,076 $777K 0.03% +134 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: 5,254 shares; 2024Q4: 5,256 shares; 2025Q1: 5,187 shares; 2025Q2: 5,187 shares; 2025Q3: 5,469 shares 5,469 $753K 0.03% +282 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,933 shares; 2025Q2: 7,538 shares; 2025Q3: 7,763 shares 7,763 $751K 0.03% +225 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,782 shares; 2024Q4: 15,532 shares; 2025Q1: 15,201 shares; 2025Q2: 15,002 shares; 2025Q3: 15,079 shares 15,079 $746K 0.03% +77 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 8,199 shares; 2025Q1: 8,106 shares; 2025Q2: 8,285 shares; 2025Q3: 7,828 shares 7,828 $745K 0.03% -457 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,601 shares; 2025Q3: 6,625 shares 6,625 $735K 0.03% +24 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,203 shares; 2025Q1: 7,678 shares; 2025Q2: 5,583 shares; 2025Q3: 5,358 shares 5,358 $725K 0.03% -225 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 5,741 shares; 2025Q3: 6,443 shares 6,443 $718K 0.03% +702 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,014 shares; 2025Q2: 22,246 shares; 2025Q3: 22,531 shares 22,531 $715K 0.03% +285 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,681 shares; 2025Q2: 13,332 shares; 2025Q3: 13,631 shares 13,631 $712K 0.03% +299 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,062 shares; 2024Q4: 22,191 shares; 2025Q1: 43,024 shares; 2025Q2: 31,266 shares; 2025Q3: 28,616 shares 28,616 $709K 0.03% -2,650 Timeline FTLS 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: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,626 shares; 2025Q3: 10,104 shares 10,104 $707K 0.03% +6,478 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,651 shares; 2025Q1: 15,519 shares; 2025Q2: 21,290 shares; 2025Q3: 24,467 shares 24,467 $700K 0.03% +3,177 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 813 shares; 2025Q1: 790 shares; 2025Q2: 804 shares; 2025Q3: 1,148 shares 1,148 $700K 0.03% +344 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,019 shares; 2025Q2: 1,854 shares; 2025Q3: 2,089 shares 2,089 $695K 0.03% +235 Timeline BBUS 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: 5,483 shares; 2024Q4: 6,227 shares; 2025Q1: 5,744 shares; 2025Q2: 5,751 shares; 2025Q3: 5,758 shares 5,758 $695K 0.03% +7 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 4,887 shares; 2025Q1: 5,014 shares; 2025Q2: 5,152 shares; 2025Q3: 5,293 shares 5,293 $694K 0.03% +141 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: 47,808 shares; 2024Q4: 40,817 shares; 2025Q1: 32,726 shares; 2025Q2: 34,586 shares; 2025Q3: 20,578 shares 20,578 $693K 0.03% -14,008 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 2,866 shares; 2025Q1: 2,878 shares; 2025Q2: 2,856 shares; 2025Q3: 2,550 shares 2,550 $691K 0.03% -306 Timeline SQQQ ProShares UltraPro Short QQQ More: the full row for ProShares UltraPro Short QQQ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,000 shares 45,000 $685K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,926 shares; 2024Q4: 15,639 shares; 2025Q1: 13,925 shares; 2025Q2: 13,494 shares; 2025Q3: 16,055 shares 16,055 $680K 0.03% +2,561 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: 3,528 shares; 2024Q4: 3,722 shares; 2025Q1: 3,646 shares; 2025Q2: 3,700 shares; 2025Q3: 3,761 shares 3,761 $665K 0.03% +61 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 2,190 shares; 2025Q1: 2,227 shares; 2025Q2: 2,114 shares; 2025Q3: 2,148 shares 2,148 $661K 0.03% +34 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: 5,667 shares; 2024Q4: 4,778 shares; 2025Q1: 4,511 shares; 2025Q2: 4,568 shares; 2025Q3: 2,425 shares 2,425 $661K 0.03% -2,143 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,465 shares; 2025Q3: 21,407 shares 21,407 $661K 0.03% +2,942 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,550 shares; 2024Q4: 253,050 shares; 2025Q1: 122,300 shares; 2025Q2: 121,700 shares; 2025Q3: 233,400 shares 233,400 $658K 0.03% +111,700 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: 4,025 shares; 2024Q4: 4,060 shares; 2025Q1: 4,514 shares; 2025Q2: 4,641 shares; 2025Q3: 4,651 shares 4,651 $658K 0.03% +10 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,681 shares 9,681 $653K 0.03% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 5,029 shares; 2025Q1: 10,090 shares; 2025Q2: 10,957 shares; 2025Q3: 10,859 shares 10,859 $652K 0.03% -98 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,103 shares; 2025Q1: 1,025 shares; 2025Q2: 1,063 shares; 2025Q3: 1,198 shares 1,198 $651K 0.03% +135 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: 9,179 shares; 2024Q4: 9,047 shares; 2025Q1: 4,403 shares; 2025Q2: 4,738 shares; 2025Q3: 2,640 shares 2,640 $650K 0.03% -2,098 Timeline BUFD 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: 68,067 shares; 2024Q4: 72,617 shares; 2025Q1: 74,467 shares; 2025Q2: 23,507 shares; 2025Q3: 23,507 shares 23,507 $650K 0.03% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,661 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares 1,661 $644K 0.02% 0 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,414 shares; 2024Q4: 93,514 shares; 2025Q1: 86,414 shares; 2025Q2: 60,739 shares; 2025Q3: 64,914 shares 64,914 $636K 0.02% +4,175 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: 599 shares; 2024Q4: 859 shares; 2025Q1: 1,502 shares; 2025Q2: 1,487 shares; 2025Q3: 1,489 shares 1,489 $635K 0.02% +2 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 10,745 shares; 2025Q1: 10,189 shares; 2025Q2: 10,348 shares; 2025Q3: 10,158 shares 10,158 $635K 0.02% -190 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 14,731 shares; 2025Q1: 12,875 shares; 2025Q2: 13,759 shares; 2025Q3: 13,840 shares 13,840 $633K 0.02% +81 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,816 shares; 2024Q4: 13,794 shares; 2025Q1: 13,684 shares; 2025Q2: 15,518 shares; 2025Q3: 13,538 shares 13,538 $632K 0.02% -1,980 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,311 shares; 2025Q1: 2,132 shares; 2025Q2: 2,165 shares; 2025Q3: 2,108 shares 2,108 $619K 0.02% -57 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: not reported; 2024Q4: 23,346 shares; 2025Q1: 23,408 shares; 2025Q2: 24,003 shares; 2025Q3: 16,312 shares 16,312 $616K 0.02% -7,691 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,883 shares; 2025Q2: 21,541 shares; 2025Q3: 21,420 shares 21,420 $616K 0.02% -121 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: 12,122 shares; 2024Q4: 26,849 shares; 2025Q1: 23,122 shares; 2025Q2: 23,201 shares; 2025Q3: 21,285 shares 21,285 $615K 0.02% -1,916 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: 14,148 shares; 2024Q4: 14,203 shares; 2025Q1: 14,148 shares; 2025Q2: 14,153 shares; 2025Q3: 14,150 shares 14,150 $613K 0.02% -3 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,005 shares; 2024Q4: 76,080 shares; 2025Q1: 77,880 shares; 2025Q2: 78,780 shares; 2025Q3: 73,880 shares 73,880 $604K 0.02% -4,900 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,793 shares; 2024Q4: 8,793 shares; 2025Q1: 8,793 shares; 2025Q2: 8,793 shares; 2025Q3: 9,278 shares 9,278 $597K 0.02% +485 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,933 shares; 2025Q2: 5,075 shares; 2025Q3: 4,425 shares 4,425 $595K 0.02% -650 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,457 shares; 2025Q1: 5,580 shares; 2025Q2: 5,230 shares; 2025Q3: 5,262 shares 5,262 $592K 0.02% +32 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,334 shares; 2024Q4: 35,892 shares; 2025Q1: 37,838 shares; 2025Q2: 11,981 shares; 2025Q3: 12,418 shares 12,418 $591K 0.02% +437 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 4,203 shares; 2025Q1: 5,443 shares; 2025Q2: 5,437 shares; 2025Q3: 6,652 shares 6,652 $589K 0.02% +1,215 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 12,088 shares; 2025Q1: 11,796 shares; 2025Q2: 12,129 shares; 2025Q3: 12,262 shares 12,262 $583K 0.02% +133 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: 43,877 shares; 2024Q4: 46,277 shares; 2025Q1: 7,476 shares; 2025Q2: 7,541 shares; 2025Q3: 6,561 shares 6,561 $580K 0.02% -980 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: 4,391 shares; 2024Q4: 3,871 shares; 2025Q1: 3,655 shares; 2025Q2: 3,909 shares; 2025Q3: 4,016 shares 4,016 $580K 0.02% +107 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 4,801 shares; 2025Q1: 4,071 shares; 2025Q2: 3,938 shares; 2025Q3: 4,178 shares 4,178 $579K 0.02% +240 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: not reported; 2024Q4: 5,077 shares; 2025Q1: 5,433 shares; 2025Q2: 11,903 shares; 2025Q3: 13,316 shares 13,316 $578K 0.02% +1,413 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,436 shares; 2024Q4: 19,699 shares; 2025Q1: 33,363 shares; 2025Q2: 18,425 shares; 2025Q3: 18,458 shares 18,458 $577K 0.02% +33 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: 4,039 shares; 2024Q4: 4,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,687 shares 1,687 $573K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 13,875 shares; 2025Q2: 13,758 shares; 2025Q3: 13,863 shares 13,863 $573K 0.02% +105 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,805 shares; 2024Q4: 12,878 shares; 2025Q1: 1,986 shares; 2025Q2: 1,911 shares; 2025Q3: 2,028 shares 2,028 $572K 0.02% +117 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: 1,417 shares; 2024Q4: 1,502 shares; 2025Q1: 1,937 shares; 2025Q2: 1,962 shares; 2025Q3: 1,784 shares 1,784 $571K 0.02% -178 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,439 shares; 2025Q1: 11,708 shares; 2025Q2: 11,454 shares; 2025Q3: 11,475 shares 11,475 $570K 0.02% +21 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,683 shares; 2025Q1: 4,958 shares; 2025Q2: 4,918 shares; 2025Q3: 3,690 shares 3,690 $570K 0.02% -1,228 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,320 shares 6,320 $569K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,281 shares; 2024Q4: 16,834 shares; 2025Q1: 17,203 shares; 2025Q2: 18,616 shares; 2025Q3: 19,994 shares 19,994 $566K 0.02% +1,378 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,722 shares 7,722 $561K 0.02% new Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,441 shares; 2024Q4: 12,946 shares; 2025Q1: 11,403 shares; 2025Q2: 4,497 shares; 2025Q3: 6,042 shares 6,042 $559K 0.02% +1,545 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,613 shares; 2024Q4: 8,118 shares; 2025Q1: 8,144 shares; 2025Q2: 8,117 shares; 2025Q3: 7,025 shares 7,025 $554K 0.02% -1,092 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 3,736 shares; 2025Q1: 4,656 shares; 2025Q2: 5,851 shares; 2025Q3: 5,893 shares 5,893 $552K 0.02% +42 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: 15,950 shares; 2024Q4: 15,124 shares; 2025Q1: 14,935 shares; 2025Q2: 15,330 shares; 2025Q3: 14,833 shares 14,833 $551K 0.02% -497 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 5,972 shares; 2025Q1: 4,908 shares; 2025Q2: 4,511 shares; 2025Q3: 4,439 shares 4,439 $549K 0.02% -72 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,364 shares 3,364 $547K 0.02% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 5,519 shares; 2025Q2: 6,066 shares; 2025Q3: 6,137 shares 6,137 $547K 0.02% +71 Timeline EQAL 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: 11,529 shares; 2024Q4: 11,531 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 10,500 shares 10,500 $546K 0.02% -600 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 6,735 shares; 2025Q1: 6,724 shares; 2025Q2: 6,839 shares; 2025Q3: 6,802 shares 6,802 $544K 0.02% -37 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,038 shares 35,038 $542K 0.02% new Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,599 shares 5,599 $541K 0.02% new 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: 10,913 shares; 2024Q4: 10,963 shares; 2025Q1: 21,384 shares; 2025Q2: 21,836 shares; 2025Q3: 11,913 shares 11,913 $536K 0.02% -9,923 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,589 shares; 2024Q4: 10,254 shares; 2025Q1: 10,247 shares; 2025Q2: 4,611 shares; 2025Q3: 4,587 shares 4,587 $536K 0.02% -24 Timeline