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: 50,448 shares; 2024Q2: 507,914 shares; 2024Q3: 512,110 shares; 2024Q4: 520,914 shares; 2025Q1: 513,402 shares; 2025Q2: 490,025 shares; 2025Q3: 439,437 shares 439,437 $82M 8.66% -50,588 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: 867,229 shares; 2024Q2: 927,894 shares; 2024Q3: 1,085,593 shares; 2024Q4: 1,174,985 shares; 2025Q1: 1,236,013 shares; 2025Q2: 1,333,341 shares; 2025Q3: 1,353,307 shares 1,353,307 $77.8M 8.22% +19,966 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: 69,465 shares; 2024Q2: 73,673 shares; 2024Q3: 79,501 shares; 2024Q4: 79,611 shares; 2025Q1: 68,891 shares; 2025Q2: 65,437 shares; 2025Q3: 65,179 shares 65,179 $39.1M 4.13% -258 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: 62,790 shares; 2024Q2: 61,636 shares; 2024Q3: 58,806 shares; 2024Q4: 56,455 shares; 2025Q1: 51,088 shares; 2025Q2: 50,693 shares; 2025Q3: 49,244 shares 49,244 $36.8M 3.88% -1,449 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: 137,473 shares; 2024Q2: 134,734 shares; 2024Q3: 136,934 shares; 2024Q4: 131,109 shares; 2025Q1: 124,397 shares; 2025Q2: 120,858 shares; 2025Q3: 110,110 shares 110,110 $28M 2.96% -10,748 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: 3,518 shares; 2024Q2: 3,593 shares; 2024Q3: 38,102 shares; 2024Q4: 40,472 shares; 2025Q1: 62,530 shares; 2025Q2: 73,571 shares; 2025Q3: 80,729 shares 80,729 $26.6M 2.81% +7,158 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: 389,795 shares; 2024Q2: 391,405 shares; 2024Q3: 373,962 shares; 2024Q4: 364,688 shares; 2025Q1: 325,046 shares; 2025Q2: 308,776 shares; 2025Q3: 295,622 shares 295,622 $26.3M 2.78% -13,154 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: 14,731 shares; 2024Q2: 16,231 shares; 2024Q3: 26,898 shares; 2024Q4: 37,745 shares; 2025Q1: 44,370 shares; 2025Q2: 50,965 shares; 2025Q3: 48,919 shares 48,919 $23.5M 2.48% -2,046 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: 93,182 shares; 2024Q2: 97,632 shares; 2024Q3: 99,197 shares; 2024Q4: 99,335 shares; 2025Q1: 98,831 shares; 2025Q2: 99,074 shares; 2025Q3: 98,467 shares 98,467 $21.6M 2.28% -607 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: 59,762 shares; 2024Q2: 60,768 shares; 2024Q3: 58,949 shares; 2024Q4: 55,326 shares; 2025Q1: 38,845 shares; 2025Q2: 35,760 shares; 2025Q3: 35,420 shares 35,420 $18.3M 1.94% -340 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: 55,493 shares; 2024Q2: 45,269 shares; 2024Q3: 55,817 shares; 2024Q4: 107,939 shares; 2025Q1: 212,404 shares; 2025Q2: 255,823 shares; 2025Q3: 261,668 shares 261,668 $17.6M 1.86% +5,845 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: 29,385 shares; 2024Q2: 109,357 shares; 2024Q3: 155,811 shares; 2024Q4: 190,106 shares; 2025Q1: 267,122 shares; 2025Q2: 284,339 shares; 2025Q3: 302,051 shares 302,051 $17.3M 1.83% +17,712 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: 45,449 shares; 2024Q2: 60,145 shares; 2024Q3: 61,271 shares; 2024Q4: 64,203 shares; 2025Q1: 63,869 shares; 2025Q2: 63,977 shares; 2025Q3: 67,241 shares 67,241 $16.6M 1.75% +3,264 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 13,937 shares; 2024Q4: 29,985 shares; 2025Q1: 61,916 shares; 2025Q2: 70,919 shares; 2025Q3: 78,996 shares 78,996 $15.5M 1.63% +8,077 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: 522 shares; 2024Q2: 3,566 shares; 2024Q3: 165,310 shares; 2024Q4: 135,547 shares; 2025Q1: 151,569 shares; 2025Q2: 149,335 shares; 2025Q3: 153,185 shares 153,185 $15.4M 1.62% +3,850 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: 6,120 shares; 2024Q2: 7,472 shares; 2024Q3: 9,858 shares; 2024Q4: 13,354 shares; 2025Q1: 17,371 shares; 2025Q2: 20,737 shares; 2025Q3: 22,184 shares 22,184 $14.8M 1.57% +1,447 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: 16,152 shares; 2024Q2: 18,736 shares; 2024Q3: 16,431 shares; 2024Q4: 16,395 shares; 2025Q1: 20,453 shares; 2025Q2: 20,741 shares; 2025Q3: 22,253 shares 22,253 $10.9M 1.15% +1,512 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: 23,818 shares; 2024Q2: 23,863 shares; 2024Q3: 26,518 shares; 2024Q4: 27,928 shares; 2025Q1: 42,670 shares; 2025Q2: 46,319 shares; 2025Q3: 58,548 shares 58,548 $10.7M 1.13% +12,229 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: 37,504 shares; 2024Q2: 35,586 shares; 2024Q3: 34,434 shares; 2024Q4: 67,592 shares; 2025Q1: 47,601 shares; 2025Q2: 47,599 shares; 2025Q3: 52,388 shares 52,388 $10.7M 1.13% +4,789 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: 3,068 shares; 2024Q2: 6,214 shares; 2024Q3: 158,131 shares; 2024Q4: 165,881 shares; 2025Q1: 175,363 shares; 2025Q2: 177,156 shares; 2025Q3: 181,733 shares 181,733 $9.23M 0.97% +4,577 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: not reported; 2024Q2: 74 shares; 2024Q3: 73 shares; 2024Q4: 895 shares; 2025Q1: 4,809 shares; 2025Q2: 6,830 shares; 2025Q3: 14,050 shares 14,050 $8.64M 0.91% +7,220 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: 18,792 shares; 2024Q2: 17,616 shares; 2024Q3: 12,902 shares; 2024Q4: 12,480 shares; 2025Q1: 11,992 shares; 2025Q2: 12,163 shares; 2025Q3: 12,123 shares 12,123 $8.08M 0.85% -40 Timeline IPKW 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: not reported; 2024Q2: not reported; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,810 shares; 2025Q3: 146,000 shares 146,000 $7.69M 0.81% +11,190 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: 17,755 shares; 2024Q2: 17,864 shares; 2024Q3: 16,875 shares; 2024Q4: 15,437 shares; 2025Q1: 14,739 shares; 2025Q2: 15,668 shares; 2025Q3: 14,997 shares 14,997 $7.54M 0.8% -671 Timeline ISHARES TR 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 344,505 shares; 2025Q1: 325,223 shares; 2025Q2: 313,328 shares; 2025Q3: 311,999 shares 311,999 $7.29M 0.77% -1,329 IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,636 shares; 2025Q2: 105,157 shares; 2025Q3: 106,780 shares 106,780 $7.27M 0.77% +1,623 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 300 shares; 2024Q3: 54,691 shares; 2024Q4: 96,247 shares; 2025Q1: 114,957 shares; 2025Q2: 138,769 shares; 2025Q3: 151,131 shares 151,131 $6.96M 0.74% +12,362 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: 62,570 shares; 2024Q2: 58,634 shares; 2024Q3: 78,545 shares; 2024Q4: 77,902 shares; 2025Q1: 72,473 shares; 2025Q2: 75,890 shares; 2025Q3: 72,948 shares 72,948 $6.83M 0.72% -2,942 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: 253,584 shares; 2024Q2: 122,984 shares; 2024Q3: 113,667 shares; 2024Q4: 117,279 shares; 2025Q1: 113,322 shares; 2025Q2: 117,355 shares; 2025Q3: 119,884 shares 119,884 $6.63M 0.7% +2,529 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: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 3,466 shares; 2025Q1: 32,326 shares; 2025Q2: 36,021 shares; 2025Q3: 42,452 shares 42,452 $6.4M 0.68% +6,431 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: 9,125 shares; 2024Q2: 9,114 shares; 2024Q3: 8,328 shares; 2024Q4: 7,155 shares; 2025Q1: 6,869 shares; 2025Q2: 6,748 shares; 2025Q3: 6,666 shares 6,666 $6.17M 0.65% -82 Timeline XSMO 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: not reported; 2024Q2: 190 shares; 2024Q3: 40,236 shares; 2024Q4: 61,536 shares; 2025Q1: 69,116 shares; 2025Q2: 83,672 shares; 2025Q3: 82,726 shares 82,726 $6.09M 0.64% -946 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: 20,637 shares; 2024Q2: 22,213 shares; 2024Q3: 24,537 shares; 2024Q4: 24,310 shares; 2025Q1: 24,086 shares; 2025Q2: 24,297 shares; 2025Q3: 24,571 shares 24,571 $5.97M 0.63% +274 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: 47,816 shares; 2024Q2: 42,328 shares; 2024Q3: 47,495 shares; 2024Q4: 48,819 shares; 2025Q1: 48,632 shares; 2025Q2: 50,577 shares; 2025Q3: 54,346 shares 54,346 $5.68M 0.6% +3,769 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: 808 shares; 2024Q2: 1,016 shares; 2024Q3: 70,363 shares; 2024Q4: 82,644 shares; 2025Q1: 2,491 shares; 2025Q2: 75,487 shares; 2025Q3: 75,822 shares 75,822 $5.56M 0.59% +335 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: 7,947 shares; 2024Q2: 8,336 shares; 2024Q3: 7,653 shares; 2024Q4: 7,264 shares; 2025Q1: 6,549 shares; 2025Q2: 5,854 shares; 2025Q3: 5,813 shares 5,813 $5.35M 0.56% -41 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: 103,031 shares; 2024Q2: 109,316 shares; 2024Q3: 110,628 shares; 2024Q4: 112,410 shares; 2025Q1: 126,710 shares; 2025Q2: 129,779 shares; 2025Q3: 140,471 shares 140,471 $5.34M 0.56% +10,692 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: 10,958 shares; 2024Q2: 12,762 shares; 2024Q3: 13,695 shares; 2024Q4: 11,945 shares; 2025Q1: 11,278 shares; 2025Q2: 12,218 shares; 2025Q3: 11,993 shares 11,993 $5.33M 0.56% -225 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: 35,237 shares; 2024Q2: 34,053 shares; 2024Q3: 31,701 shares; 2024Q4: 30,051 shares; 2025Q1: 25,998 shares; 2025Q2: 25,405 shares; 2025Q3: 24,277 shares 24,277 $5.24M 0.55% -1,128 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: 5,863 shares; 2024Q2: 6,428 shares; 2024Q3: 6,575 shares; 2024Q4: 6,354 shares; 2025Q1: 6,333 shares; 2025Q2: 6,394 shares; 2025Q3: 6,650 shares 6,650 $4.88M 0.52% +256 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: not reported; 2024Q2: not reported; 2024Q3: 6,607 shares; 2024Q4: 17,905 shares; 2025Q1: 39,407 shares; 2025Q2: 48,115 shares; 2025Q3: 46,741 shares 46,741 $4.52M 0.48% -1,374 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: 2,619 shares; 2024Q2: 2,650 shares; 2024Q3: 2,722 shares; 2024Q4: 2,970 shares; 2025Q1: 3,225 shares; 2025Q2: 3,179 shares; 2025Q3: 15,103 shares 15,103 $4.25M 0.45% +11,924 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: 58,802 shares; 2024Q2: 54,784 shares; 2024Q3: 81,215 shares; 2024Q4: 119,806 shares; 2025Q1: 100,115 shares; 2025Q2: 86,288 shares; 2025Q3: 91,117 shares 91,117 $4.21M 0.44% +4,829 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: 3,516 shares; 2024Q2: 3,704 shares; 2024Q3: 3,990 shares; 2024Q4: 3,705 shares; 2025Q1: 3,447 shares; 2025Q2: 3,455 shares; 2025Q3: 3,507 shares 3,507 $4.2M 0.44% +52 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: 14,197 shares; 2024Q2: 14,915 shares; 2024Q3: 15,207 shares; 2024Q4: 16,248 shares; 2025Q1: 16,372 shares; 2025Q2: 16,239 shares; 2025Q3: 16,689 shares 16,689 $4.06M 0.43% +450 Timeline 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234,842 shares; 2025Q2: 233,555 shares; 2025Q3: 230,916 shares 230,916 $3.67M 0.39% -2,639 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,496 shares; 2025Q1: 22,199 shares; 2025Q2: 22,886 shares; 2025Q3: 23,879 shares 23,879 $3.48M 0.37% +993 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: 107,411 shares; 2024Q2: 43,887 shares; 2024Q3: 42,342 shares; 2024Q4: 42,077 shares; 2025Q1: 38,528 shares; 2025Q2: 36,218 shares; 2025Q3: 35,154 shares 35,154 $3.34M 0.35% -1,064 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,807 shares; 2025Q1: 22,321 shares; 2025Q2: 23,335 shares; 2025Q3: 24,713 shares 24,713 $3.31M 0.35% +1,378 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 56,193 shares; 2024Q4: 63,569 shares; 2025Q1: 72,905 shares; 2025Q2: 74,884 shares; 2025Q3: 77,143 shares 77,143 $3.24M 0.34% +2,259 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 30,915 shares; 2024Q4: 73,676 shares; 2025Q1: 172,086 shares; 2025Q2: 132,105 shares; 2025Q3: 127,050 shares 127,050 $3.2M 0.34% -5,055 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: 4,082 shares; 2024Q2: 8,860 shares; 2024Q3: 70,513 shares; 2024Q4: 74,997 shares; 2025Q1: 46,451 shares; 2025Q2: 63,996 shares; 2025Q3: 63,589 shares 63,589 $3.2M 0.34% -407 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: 93,278 shares; 2024Q2: 84,808 shares; 2024Q3: 74,645 shares; 2024Q4: 44,281 shares; 2025Q1: 49,202 shares; 2025Q2: 52,536 shares; 2025Q3: 51,170 shares 51,170 $3.07M 0.32% -1,366 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: 13,271 shares; 2024Q2: 13,552 shares; 2024Q3: 13,311 shares; 2024Q4: 13,024 shares; 2025Q1: 11,697 shares; 2025Q2: 11,080 shares; 2025Q3: 10,767 shares 10,767 $3.03M 0.32% -313 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: 17,877 shares; 2024Q2: 17,637 shares; 2024Q3: 17,763 shares; 2024Q4: 17,884 shares; 2025Q1: 17,667 shares; 2025Q2: 17,653 shares; 2025Q3: 17,666 shares 17,666 $3.02M 0.32% +13 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: 5,272 shares; 2024Q2: 5,493 shares; 2024Q3: 5,354 shares; 2024Q4: 6,589 shares; 2025Q1: 7,043 shares; 2025Q2: 6,488 shares; 2025Q3: 5,970 shares 5,970 $2.98M 0.31% -518 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: 8,138 shares; 2024Q2: 8,138 shares; 2024Q3: 52,728 shares; 2024Q4: 58,245 shares; 2025Q1: 58,128 shares; 2025Q2: 80,304 shares; 2025Q3: 84,649 shares 84,649 $2.83M 0.3% +4,345 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: 31,246 shares; 2024Q2: 53,459 shares; 2024Q3: 48,381 shares; 2024Q4: 43,716 shares; 2025Q1: 33,952 shares; 2025Q2: 29,927 shares; 2025Q3: 28,320 shares 28,320 $2.81M 0.3% -1,607 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: 13,617 shares; 2024Q2: 13,719 shares; 2024Q3: 13,444 shares; 2024Q4: 12,681 shares; 2025Q1: 12,541 shares; 2025Q2: 12,382 shares; 2025Q3: 12,074 shares 12,074 $2.8M 0.3% -308 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: 9,231 shares; 2024Q2: 9,161 shares; 2024Q3: 8,766 shares; 2024Q4: 8,016 shares; 2025Q1: 8,063 shares; 2025Q2: 7,899 shares; 2025Q3: 7,743 shares 7,743 $2.64M 0.28% -156 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: 24,970 shares; 2024Q2: 24,607 shares; 2024Q3: 26,024 shares; 2024Q4: 25,527 shares; 2025Q1: 25,011 shares; 2025Q2: 24,843 shares; 2025Q3: 25,423 shares 25,423 $2.62M 0.28% +580 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,745 shares; 2024Q2: 14,542 shares; 2024Q3: 14,844 shares; 2024Q4: 8,388 shares; 2025Q1: 26,242 shares; 2025Q2: 54,918 shares; 2025Q3: 49,636 shares 49,636 $2.53M 0.27% -5,282 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,889 shares; 2024Q4: 36,327 shares; 2025Q1: 38,678 shares; 2025Q2: 49,010 shares; 2025Q3: 72,900 shares 72,900 $2.53M 0.27% +23,890 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: 14,098 shares; 2024Q2: 14,712 shares; 2024Q3: 15,474 shares; 2024Q4: 15,649 shares; 2025Q1: 15,416 shares; 2025Q2: 15,379 shares; 2025Q3: 15,592 shares 15,592 $2.32M 0.24% +213 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: 10,866 shares; 2024Q2: 14,453 shares; 2024Q3: 13,033 shares; 2024Q4: 12,302 shares; 2025Q1: 11,462 shares; 2025Q2: 12,272 shares; 2025Q3: 12,224 shares 12,224 $2.28M 0.24% -48 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: 4,175 shares; 2024Q2: 4,266 shares; 2024Q3: 5,145 shares; 2024Q4: 4,455 shares; 2025Q1: 7,173 shares; 2025Q2: 7,122 shares; 2025Q3: 7,064 shares 7,064 $2.23M 0.24% -58 Timeline XMHQ 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: not reported; 2024Q2: not reported; 2024Q3: 15,499 shares; 2024Q4: 17,466 shares; 2025Q1: 18,977 shares; 2025Q2: 19,895 shares; 2025Q3: 20,748 shares 20,748 $2.18M 0.23% +853 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: 5,117 shares; 2024Q2: 5,307 shares; 2024Q3: 5,235 shares; 2024Q4: 4,731 shares; 2025Q1: 4,311 shares; 2025Q2: 4,412 shares; 2025Q3: 4,399 shares 4,399 $2.1M 0.22% -13 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: 2,631 shares; 2024Q2: 2,821 shares; 2024Q3: 2,830 shares; 2024Q4: 2,912 shares; 2025Q1: 2,646 shares; 2025Q2: 2,735 shares; 2025Q3: 2,715 shares 2,715 $2.07M 0.22% -20 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: 21,413 shares; 2024Q2: 24,255 shares; 2024Q3: 23,042 shares; 2024Q4: 23,170 shares; 2025Q1: 22,931 shares; 2025Q2: 22,783 shares; 2025Q3: 19,759 shares 19,759 $2.04M 0.22% -3,024 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,605 shares; 2025Q2: 31,119 shares; 2025Q3: 32,639 shares 32,639 $2.03M 0.21% +1,520 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: not reported; 2024Q2: not reported; 2024Q3: 55,279 shares; 2024Q4: 60,458 shares; 2025Q1: 57,307 shares; 2025Q2: 66,202 shares; 2025Q3: 68,155 shares 68,155 $1.88M 0.2% +1,953 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: 64,050 shares; 2024Q2: 61,080 shares; 2024Q3: 60,437 shares; 2024Q4: 60,301 shares; 2025Q1: 46,448 shares; 2025Q2: 43,325 shares; 2025Q3: 43,143 shares 43,143 $1.85M 0.19% -182 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: 13,164 shares; 2024Q2: 13,601 shares; 2024Q3: 14,535 shares; 2024Q4: 14,423 shares; 2025Q1: 13,208 shares; 2025Q2: 11,968 shares; 2025Q3: 11,897 shares 11,897 $1.83M 0.19% -71 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: 8,699 shares; 2024Q2: 10,334 shares; 2024Q3: 11,635 shares; 2024Q4: 9,138 shares; 2025Q1: 14,976 shares; 2025Q2: 16,979 shares; 2025Q3: 16,171 shares 16,171 $1.82M 0.19% -808 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: 42,933 shares; 2024Q2: 41,483 shares; 2024Q3: 42,819 shares; 2024Q4: 45,291 shares; 2025Q1: 39,609 shares; 2025Q2: 38,683 shares; 2025Q3: 38,070 shares 38,070 $1.76M 0.19% -613 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 38,406 shares; 2024Q2: 42,473 shares; 2024Q3: 42,802 shares; 2024Q4: 42,431 shares; 2025Q1: 50,405 shares; 2025Q2: 58,683 shares; 2025Q3: 67,727 shares 67,727 $1.75M 0.18% +9,044 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,278 shares; 2024Q2: 5,179 shares; 2024Q3: 5,185 shares; 2024Q4: 5,029 shares; 2025Q1: 4,879 shares; 2025Q2: 4,884 shares; 2025Q3: 4,878 shares 4,878 $1.69M 0.18% -6 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: 43,953 shares; 2024Q2: 29,226 shares; 2024Q3: 23,127 shares; 2024Q4: 19,244 shares; 2025Q1: 15,784 shares; 2025Q2: 15,153 shares; 2025Q3: 14,425 shares 14,425 $1.66M 0.18% -728 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: 13,834 shares; 2024Q2: 13,480 shares; 2024Q3: 9,717 shares; 2024Q4: 7,015 shares; 2025Q1: 5,825 shares; 2025Q2: 5,601 shares; 2025Q3: 5,157 shares 5,157 $1.57M 0.17% -444 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,659 shares; 2024Q2: 3,659 shares; 2024Q3: 6,243 shares; 2024Q4: 6,271 shares; 2025Q1: 6,137 shares; 2025Q2: 6,107 shares; 2025Q3: 6,007 shares 6,007 $1.57M 0.17% -100 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: 3,495 shares; 2024Q2: 5,081 shares; 2024Q3: 12,351 shares; 2024Q4: 15,831 shares; 2025Q1: 6,367 shares; 2025Q2: 4,202 shares; 2025Q3: 4,788 shares 4,788 $1.56M 0.17% +586 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,988 shares; 2024Q2: 4,022 shares; 2024Q3: 3,360 shares; 2024Q4: 46,993 shares; 2025Q1: 40,426 shares; 2025Q2: 60,021 shares; 2025Q3: 60,111 shares 60,111 $1.55M 0.16% +90 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: 729 shares; 2024Q2: 1,108 shares; 2024Q3: 1,470 shares; 2024Q4: 1,469 shares; 2025Q1: 1,627 shares; 2025Q2: 3,820 shares; 2025Q3: 4,295 shares 4,295 $1.53M 0.16% +475 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: 19,391 shares; 2024Q2: 19,237 shares; 2024Q3: 14,300 shares; 2024Q4: 10,334 shares; 2025Q1: 8,683 shares; 2025Q2: 8,326 shares; 2025Q3: 8,033 shares 8,033 $1.49M 0.16% -293 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: 18,091 shares; 2024Q2: 18,080 shares; 2024Q3: 17,109 shares; 2024Q4: 17,171 shares; 2025Q1: 73,823 shares; 2025Q2: 78,295 shares; 2025Q3: 60,987 shares 60,987 $1.46M 0.15% -17,308 Timeline BUFH 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,252 shares; 2025Q3: 66,781 shares 66,781 $1.37M 0.14% +4,529 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: 24,925 shares; 2024Q2: 31,446 shares; 2024Q3: 25,206 shares; 2024Q4: 21,413 shares; 2025Q1: 9,626 shares; 2025Q2: 8,463 shares; 2025Q3: 8,423 shares 8,423 $1.36M 0.14% -40 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: 719 shares; 2024Q2: 724 shares; 2024Q3: 733 shares; 2024Q4: 119 shares; 2025Q1: 9,801 shares; 2025Q2: 19,337 shares; 2025Q3: 26,548 shares 26,548 $1.35M 0.14% +7,211 Timeline RING 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,070 shares; 2025Q2: 16,919 shares; 2025Q3: 20,452 shares 20,452 $1.32M 0.14% +3,533 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: 60,970 shares; 2024Q2: 58,429 shares; 2024Q3: 39,886 shares; 2024Q4: 27,639 shares; 2025Q1: 22,218 shares; 2025Q2: 20,834 shares; 2025Q3: 19,862 shares 19,862 $1.32M 0.14% -972 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: 6,441 shares; 2024Q2: 6,313 shares; 2024Q3: 6,067 shares; 2024Q4: 6,060 shares; 2025Q1: 6,181 shares; 2025Q2: 6,011 shares; 2025Q3: 5,949 shares 5,949 $1.31M 0.14% -62 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: 96,022 shares; 2024Q2: 88,920 shares; 2024Q3: 86,718 shares; 2024Q4: 82,483 shares; 2025Q1: 60,073 shares; 2025Q2: 59,625 shares; 2025Q3: 58,297 shares 58,297 $1.31M 0.14% -1,328 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: 4,620 shares; 2024Q2: 4,562 shares; 2024Q3: 4,226 shares; 2024Q4: 3,813 shares; 2025Q1: 3,702 shares; 2025Q2: 3,663 shares; 2025Q3: 3,574 shares 3,574 $1.26M 0.13% -89 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: 5,880 shares; 2024Q2: 6,554 shares; 2024Q3: 6,554 shares; 2024Q4: 6,554 shares; 2025Q1: 6,646 shares; 2025Q2: 32,562 shares; 2025Q3: 35,943 shares 35,943 $1.25M 0.13% +3,381 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares 5,760 $1.22M 0.13% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,526 shares; 2024Q2: 9,916 shares; 2024Q3: 16,988 shares; 2024Q4: 22,171 shares; 2025Q1: 22,467 shares; 2025Q2: 20,950 shares; 2025Q3: 8,582 shares 8,582 $1.21M 0.13% -12,368 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: 20,101 shares; 2024Q2: 21,655 shares; 2024Q3: 21,895 shares; 2024Q4: 22,891 shares; 2025Q1: 22,859 shares; 2025Q2: 22,241 shares; 2025Q3: 22,421 shares 22,421 $1.21M 0.13% +180 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: 2,275 shares; 2024Q2: 2,270 shares; 2024Q3: 2,194 shares; 2024Q4: 2,126 shares; 2025Q1: 2,104 shares; 2025Q2: 2,107 shares; 2025Q3: 2,067 shares 2,067 $1.18M 0.12% -40 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: 3,198 shares; 2024Q2: 3,184 shares; 2024Q3: 3,194 shares; 2024Q4: 3,207 shares; 2025Q1: 3,274 shares; 2025Q2: 3,174 shares; 2025Q3: 3,186 shares 3,186 $1.16M 0.12% +12 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: 3,104 shares; 2024Q2: 4,440 shares; 2024Q3: 4,423 shares; 2024Q4: 4,303 shares; 2025Q1: 4,178 shares; 2025Q2: 3,676 shares; 2025Q3: 3,801 shares 3,801 $1.12M 0.12% +125 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: 6,658 shares; 2024Q2: 6,484 shares; 2024Q3: 6,049 shares; 2024Q4: 5,038 shares; 2025Q1: 4,726 shares; 2025Q2: 4,913 shares; 2025Q3: 4,641 shares 4,641 $1.1M 0.12% -272 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: 2,055 shares; 2024Q2: 2,603 shares; 2024Q3: 2,589 shares; 2024Q4: 2,380 shares; 2025Q1: 2,452 shares; 2025Q2: 2,418 shares; 2025Q3: 2,334 shares 2,334 $1.09M 0.12% -84 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: 21,330 shares; 2024Q2: 20,661 shares; 2024Q3: 14,955 shares; 2024Q4: 11,172 shares; 2025Q1: 9,257 shares; 2025Q2: 8,513 shares; 2025Q3: 7,768 shares 7,768 $1.09M 0.12% -745 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,414 shares; 2024Q2: 3,388 shares; 2024Q3: 3,412 shares; 2024Q4: 3,442 shares; 2025Q1: 3,330 shares; 2025Q2: 3,354 shares; 2025Q3: 3,464 shares 3,464 $1.07M 0.11% +110 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: 9,233 shares; 2024Q2: 9,203 shares; 2024Q3: 7,658 shares; 2024Q4: 5,620 shares; 2025Q1: 4,617 shares; 2025Q2: 4,618 shares; 2025Q3: 4,267 shares 4,267 $1.07M 0.11% -351 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: 3,549 shares; 2024Q2: 3,522 shares; 2024Q3: 3,323 shares; 2024Q4: 3,004 shares; 2025Q1: 2,900 shares; 2025Q2: 2,675 shares; 2025Q3: 2,621 shares 2,621 $1.06M 0.11% -54 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: 17,986 shares; 2024Q2: 24,645 shares; 2024Q3: 30,375 shares; 2024Q4: 27,712 shares; 2025Q1: 18,814 shares; 2025Q2: 12,758 shares; 2025Q3: 11,464 shares 11,464 $1.02M 0.11% -1,294 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,335 shares; 2025Q2: 11,823 shares; 2025Q3: 13,322 shares 13,322 $1.01M 0.11% +1,499 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: 12,134 shares; 2024Q2: 13,297 shares; 2024Q3: 12,275 shares; 2024Q4: 11,609 shares; 2025Q1: 10,313 shares; 2025Q2: 8,281 shares; 2025Q3: 7,258 shares 7,258 $1.01M 0.11% -1,023 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,732 shares; 2024Q2: 3,707 shares; 2024Q3: 3,621 shares; 2024Q4: 17,983 shares; 2025Q1: 17,733 shares; 2025Q2: 17,908 shares; 2025Q3: 17,724 shares 17,724 $1.01M 0.11% -184 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: 4,699 shares; 2024Q2: 4,154 shares; 2024Q3: 4,141 shares; 2024Q4: 4,121 shares; 2025Q1: 4,172 shares; 2025Q2: 4,232 shares; 2025Q3: 4,195 shares 4,195 $992K 0.1% -37 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 2,109 shares; 2025Q3: 2,260 shares 2,260 $984K 0.1% +151 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 6,644 shares; 2024Q4: 6,449 shares; 2025Q1: 6,463 shares; 2025Q2: 6,881 shares; 2025Q3: 7,840 shares 7,840 $983K 0.1% +959 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: 2,483 shares; 2024Q2: 2,614 shares; 2024Q3: 2,633 shares; 2024Q4: 2,467 shares; 2025Q1: 2,429 shares; 2025Q2: 2,359 shares; 2025Q3: 2,604 shares 2,604 $975K 0.1% +245 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: 46,104 shares; 2024Q2: 44,469 shares; 2024Q3: 42,703 shares; 2024Q4: 45,876 shares; 2025Q1: 35,321 shares; 2025Q2: 29,884 shares; 2025Q3: 28,750 shares 28,750 $974K 0.1% -1,134 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: 71,125 shares; 2024Q2: 69,859 shares; 2024Q3: 49,017 shares; 2024Q4: 31,928 shares; 2025Q1: 24,860 shares; 2025Q2: 23,738 shares; 2025Q3: 22,117 shares 22,117 $972K 0.1% -1,621 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: 5,516 shares; 2024Q2: 4,966 shares; 2024Q3: 18,707 shares; 2024Q4: 19,504 shares; 2025Q1: 19,241 shares; 2025Q2: 19,823 shares; 2025Q3: 19,408 shares 19,408 $966K 0.1% -415 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: 12,557 shares; 2024Q2: 12,532 shares; 2024Q3: 14,070 shares; 2024Q4: 17,053 shares; 2025Q1: 16,567 shares; 2025Q2: 20,294 shares; 2025Q3: 26,475 shares 26,475 $962K 0.1% +6,181 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: 1,890 shares; 2024Q2: 1,890 shares; 2024Q3: 3,690 shares; 2024Q4: 4,488 shares; 2025Q1: 4,584 shares; 2025Q2: 4,726 shares; 2025Q3: 4,846 shares 4,846 $949K 0.1% +120 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: 2,881 shares; 2024Q2: 4,076 shares; 2024Q3: 4,076 shares; 2024Q4: 4,061 shares; 2025Q1: 4,147 shares; 2025Q2: 3,564 shares; 2025Q3: 3,178 shares 3,178 $946K 0.1% -386 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,957 shares; 2024Q4: 29,689 shares; 2025Q1: 28,897 shares; 2025Q2: 34,112 shares; 2025Q3: 34,719 shares 34,719 $923K 0.1% +607 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,473 shares; 2024Q2: 17,461 shares; 2024Q3: 14,511 shares; 2024Q4: 13,990 shares; 2025Q1: 13,142 shares; 2025Q2: 12,946 shares; 2025Q3: 12,546 shares 12,546 $922K 0.1% -400 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: 845 shares; 2024Q2: 834 shares; 2024Q3: 809 shares; 2024Q4: 1,340 shares; 2025Q1: 1,401 shares; 2025Q2: 1,139 shares; 2025Q3: 1,486 shares 1,486 $910K 0.1% +347 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,142 shares; 2024Q2: 2,194 shares; 2024Q3: 2,183 shares; 2024Q4: 2,149 shares; 2025Q1: 2,092 shares; 2025Q2: 2,067 shares; 2025Q3: 2,017 shares 2,017 $903K 0.1% -50 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,158 shares; 2024Q2: 11,635 shares; 2024Q3: 11,739 shares; 2024Q4: 11,126 shares; 2025Q1: 10,940 shares; 2025Q2: 12,529 shares; 2025Q3: 15,097 shares 15,097 $897K 0.09% +2,568 Timeline FTCB 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: not reported; 2024Q2: not reported; 2024Q3: 38,687 shares; 2024Q4: 39,199 shares; 2025Q1: 37,421 shares; 2025Q2: 40,536 shares; 2025Q3: 40,501 shares 40,501 $863K 0.09% -35 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: 5,391 shares; 2024Q2: 5,178 shares; 2024Q3: 5,252 shares; 2024Q4: 5,467 shares; 2025Q1: 5,641 shares; 2025Q2: 5,364 shares; 2025Q3: 5,573 shares 5,573 $859K 0.09% +209 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,592 shares; 2024Q2: 9,556 shares; 2024Q3: 9,898 shares; 2024Q4: 10,260 shares; 2025Q1: 9,832 shares; 2025Q2: 9,501 shares; 2025Q3: 8,281 shares 8,281 $859K 0.09% -1,220 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: 52,398 shares; 2024Q2: 49,648 shares; 2024Q3: 26,012 shares; 2024Q4: 25,410 shares; 2025Q1: 25,096 shares; 2025Q2: 27,670 shares; 2025Q3: 32,963 shares 32,963 $854K 0.09% +5,293 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: 1,665 shares; 2024Q2: 1,716 shares; 2024Q3: 1,616 shares; 2024Q4: 2,226 shares; 2025Q1: 2,384 shares; 2025Q2: 2,439 shares; 2025Q3: 3,038 shares 3,038 $848K 0.09% +599 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,337 shares; 2024Q2: 5,979 shares; 2024Q3: 5,668 shares; 2024Q4: 5,880 shares; 2025Q1: 7,147 shares; 2025Q2: 8,510 shares; 2025Q3: 9,995 shares 9,995 $846K 0.09% +1,485 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: 1,764 shares; 2024Q2: 4,573 shares; 2024Q3: 4,524 shares; 2024Q4: 3,649 shares; 2025Q1: 4,265 shares; 2025Q2: 4,609 shares; 2025Q3: 5,327 shares 5,327 $828K 0.09% +718 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: 3,847 shares; 2024Q2: 3,847 shares; 2024Q3: 3,868 shares; 2024Q4: 3,782 shares; 2025Q1: 3,653 shares; 2025Q2: 3,808 shares; 2025Q3: 3,854 shares 3,854 $827K 0.09% +46 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: not reported; 2024Q2: 456 shares; 2024Q3: 592 shares; 2024Q4: 824 shares; 2025Q1: 2,689 shares; 2025Q2: 7,500 shares; 2025Q3: 16,479 shares 16,479 $821K 0.09% +8,979 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: 6,582 shares; 2024Q2: 6,557 shares; 2024Q3: 6,096 shares; 2024Q4: 5,286 shares; 2025Q1: 5,019 shares; 2025Q2: 4,937 shares; 2025Q3: 4,880 shares 4,880 $812K 0.09% -57 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,126 shares; 2024Q2: 13,975 shares; 2024Q3: 10,673 shares; 2024Q4: 6,995 shares; 2025Q1: 4,149 shares; 2025Q2: 3,852 shares; 2025Q3: 3,391 shares 3,391 $812K 0.09% -461 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,750 shares; 2025Q2: 10,780 shares; 2025Q3: 33,318 shares 33,318 $805K 0.08% +22,538 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: 32,266 shares; 2024Q2: 31,199 shares; 2024Q3: 28,089 shares; 2024Q4: 27,667 shares; 2025Q1: 20,884 shares; 2025Q2: 16,208 shares; 2025Q3: 13,959 shares 13,959 $802K 0.08% -2,249 Timeline FYX 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: 486 shares; 2024Q2: 454 shares; 2024Q3: 5,336 shares; 2024Q4: 5,568 shares; 2025Q1: 5,593 shares; 2025Q2: 6,134 shares; 2025Q3: 7,347 shares 7,347 $801K 0.08% +1,213 Timeline BUFT 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: not reported; 2024Q2: not reported; 2024Q3: 24,832 shares; 2024Q4: 25,892 shares; 2025Q1: 34,073 shares; 2025Q2: 32,718 shares; 2025Q3: 33,003 shares 33,003 $797K 0.08% +285 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: 89,794 shares; 2024Q2: 81,213 shares; 2024Q3: 74,396 shares; 2024Q4: 70,849 shares; 2025Q1: 39,238 shares; 2025Q2: 29,676 shares; 2025Q3: 27,211 shares 27,211 $786K 0.08% -2,465 Timeline CDC 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: 13,740 shares; 2024Q2: 11,725 shares; 2024Q3: 11,700 shares; 2024Q4: 11,429 shares; 2025Q1: 12,035 shares; 2025Q2: 11,919 shares; 2025Q3: 11,766 shares 11,766 $785K 0.08% -153 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,090 shares; 2025Q2: 24,116 shares; 2025Q3: 24,371 shares 24,371 $759K 0.08% +255 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: 23,499 shares; 2024Q2: 13,281 shares; 2024Q3: 12,210 shares; 2024Q4: 11,888 shares; 2025Q1: 10,932 shares; 2025Q2: 9,507 shares; 2025Q3: 9,569 shares 9,569 $750K 0.08% +62 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,956 shares; 2024Q4: 10,808 shares; 2025Q1: 10,900 shares; 2025Q2: 11,675 shares; 2025Q3: 11,532 shares 11,532 $750K 0.08% -143 Timeline BUFX 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,730 shares; 2025Q3: 35,779 shares 35,779 $745K 0.08% +3,049 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: 13,374 shares; 2024Q2: 12,352 shares; 2024Q3: 11,419 shares; 2024Q4: 10,902 shares; 2025Q1: 10,597 shares; 2025Q2: 10,606 shares; 2025Q3: 10,557 shares 10,557 $722K 0.08% -49 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 6,348 shares 6,348 $709K 0.07% +5,603 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: 6,737 shares; 2024Q2: 6,711 shares; 2024Q3: 6,983 shares; 2024Q4: 6,717 shares; 2025Q1: 6,608 shares; 2025Q2: 6,247 shares; 2025Q3: 6,173 shares 6,173 $707K 0.07% -74 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: 5,970 shares; 2024Q2: 6,158 shares; 2024Q3: 6,286 shares; 2024Q4: 5,704 shares; 2025Q1: 4,809 shares; 2025Q2: 4,661 shares; 2025Q3: 4,542 shares 4,542 $705K 0.07% -119 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: 8,257 shares; 2024Q2: 8,266 shares; 2024Q3: 8,275 shares; 2024Q4: 8,308 shares; 2025Q1: 6,414 shares; 2025Q2: 6,422 shares; 2025Q3: 10,154 shares 10,154 $700K 0.07% +3,732 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: 151 shares; 2024Q2: 151 shares; 2024Q3: 152 shares; 2024Q4: 975 shares; 2025Q1: 1,375 shares; 2025Q2: 3,447 shares; 2025Q3: 4,525 shares 4,525 $684K 0.07% +1,078 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: 1,048 shares; 2024Q2: 1,595 shares; 2024Q3: 1,643 shares; 2024Q4: 1,662 shares; 2025Q1: 1,500 shares; 2025Q2: 1,494 shares; 2025Q3: 1,470 shares 1,470 $682K 0.07% -24 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,152 shares; 2024Q2: 9,152 shares; 2024Q3: 9,452 shares; 2024Q4: 9,452 shares; 2025Q1: 9,452 shares; 2025Q2: 10,302 shares; 2025Q3: 11,437 shares 11,437 $679K 0.07% +1,135 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: 949 shares; 2024Q2: 1,329 shares; 2024Q3: 1,417 shares; 2024Q4: 1,516 shares; 2025Q1: 3,597 shares; 2025Q2: 5,169 shares; 2025Q3: 5,431 shares 5,431 $665K 0.07% +262 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: 1,310 shares; 2024Q2: 1,741 shares; 2024Q3: 2,524 shares; 2024Q4: 2,658 shares; 2025Q1: 2,623 shares; 2025Q2: 2,488 shares; 2025Q3: 5,594 shares 5,594 $665K 0.07% +3,106 Timeline PTNQ 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: 8,187 shares; 2024Q2: 8,187 shares; 2024Q3: 8,187 shares; 2024Q4: 8,537 shares; 2025Q1: 8,580 shares; 2025Q2: 8,580 shares; 2025Q3: 8,377 shares 8,377 $650K 0.07% -203 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 52,239 shares; 2024Q2: 54,282 shares; 2024Q3: 37,508 shares; 2024Q4: 36,864 shares; 2025Q1: 44,126 shares; 2025Q2: 44,537 shares; 2025Q3: 43,396 shares 43,396 $648K 0.07% -1,141 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,826 shares; 2025Q2: 16,463 shares; 2025Q3: 29,585 shares 29,585 $644K 0.07% +13,122 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: 2,007 shares; 2024Q2: 2,216 shares; 2024Q3: 2,380 shares; 2024Q4: 2,421 shares; 2025Q1: 2,267 shares; 2025Q2: 1,995 shares; 2025Q3: 1,957 shares 1,957 $642K 0.07% -38 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,413 shares; 2024Q2: 4,220 shares; 2024Q3: 4,712 shares; 2024Q4: 4,805 shares; 2025Q1: 4,594 shares; 2025Q2: 4,839 shares; 2025Q3: 4,895 shares 4,895 $631K 0.07% +56 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,517 shares; 2024Q2: 2,558 shares; 2024Q3: 2,558 shares; 2024Q4: 2,490 shares; 2025Q1: 2,198 shares; 2025Q2: 2,179 shares; 2025Q3: 2,095 shares 2,095 $628K 0.07% -84 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: 693 shares; 2024Q2: 759 shares; 2024Q3: 759 shares; 2024Q4: 1,903 shares; 2025Q1: 19,644 shares; 2025Q2: 26,190 shares; 2025Q3: 7,383 shares 7,383 $621K 0.07% -18,807 Timeline BUFF 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: not reported; 2024Q2: 3,310 shares; 2024Q3: 3,310 shares; 2024Q4: 10,080 shares; 2025Q1: 11,169 shares; 2025Q2: 11,994 shares; 2025Q3: 12,669 shares 12,669 $619K 0.07% +675 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,318 shares; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,618 shares; 2025Q2: 11,134 shares; 2025Q3: 17,073 shares 17,073 $613K 0.06% +5,939 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: 8,761 shares; 2024Q2: 9,749 shares; 2024Q3: 8,492 shares; 2024Q4: 26,085 shares; 2025Q1: 24,823 shares; 2025Q2: 22,911 shares; 2025Q3: 22,331 shares 22,331 $610K 0.06% -580 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,809 shares; 2025Q3: 5,027 shares 5,027 $609K 0.06% +218 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,214 shares; 2024Q2: 2,196 shares; 2024Q3: 2,111 shares; 2024Q4: 2,411 shares; 2025Q1: 2,356 shares; 2025Q2: 2,733 shares; 2025Q3: 3,391 shares 3,391 $608K 0.06% +658 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: 1,322 shares; 2024Q2: 1,299 shares; 2024Q3: 1,289 shares; 2024Q4: 1,289 shares; 2025Q1: 1,284 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares 1,256 $596K 0.06% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30,515 shares; 2024Q2: 30,515 shares; 2024Q3: 30,515 shares; 2024Q4: 30,515 shares; 2025Q1: 30,165 shares; 2025Q2: 30,165 shares; 2025Q3: 30,165 shares 30,165 $582K 0.06% 0 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: 43,153 shares; 2024Q2: 42,275 shares; 2024Q3: 15,480 shares; 2024Q4: 14,496 shares; 2025Q1: 12,235 shares; 2025Q2: 11,992 shares; 2025Q3: 10,169 shares 10,169 $582K 0.06% -1,823 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: 8,841 shares; 2024Q2: 9,111 shares; 2024Q3: 9,398 shares; 2024Q4: 8,778 shares; 2025Q1: 8,760 shares; 2025Q2: 8,429 shares; 2025Q3: 8,643 shares 8,643 $580K 0.06% +214 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: 29,057 shares; 2024Q2: 5,777 shares; 2024Q3: 5,539 shares; 2024Q4: 5,172 shares; 2025Q1: 5,138 shares; 2025Q2: 5,157 shares; 2025Q3: 5,159 shares 5,159 $573K 0.06% +2 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,889 shares; 2024Q2: 9,889 shares; 2024Q3: 9,889 shares; 2024Q4: 10,389 shares; 2025Q1: 10,406 shares; 2025Q2: 10,406 shares; 2025Q3: 10,209 shares 10,209 $559K 0.06% -197 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: 7,181 shares; 2024Q2: 12,944 shares; 2024Q3: 18,671 shares; 2024Q4: 17,023 shares; 2025Q1: 17,212 shares; 2025Q2: 18,609 shares; 2025Q3: 19,526 shares 19,526 $553K 0.06% +917 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: 2,140 shares; 2024Q2: 6,585 shares; 2024Q3: 6,260 shares; 2024Q4: 6,798 shares; 2025Q1: 14,333 shares; 2025Q2: 12,831 shares; 2025Q3: 13,083 shares 13,083 $550K 0.06% +252 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,970 shares; 2024Q2: 17,414 shares; 2024Q3: 13,046 shares; 2024Q4: 10,816 shares; 2025Q1: 9,498 shares; 2025Q2: 7,812 shares; 2025Q3: 7,004 shares 7,004 $545K 0.06% -808 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: 2,789 shares; 2024Q2: 4,659 shares; 2024Q3: 8,559 shares; 2024Q4: 8,318 shares; 2025Q1: 8,307 shares; 2025Q2: 8,339 shares; 2025Q3: 8,241 shares 8,241 $544K 0.06% -98 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: 5,436 shares; 2024Q2: 5,436 shares; 2024Q3: 5,436 shares; 2024Q4: 5,487 shares; 2025Q1: 5,472 shares; 2025Q2: 3,288 shares; 2025Q3: 5,806 shares 5,806 $544K 0.06% +2,518 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: 96 shares; 2024Q2: 1,352 shares; 2024Q3: 1,464 shares; 2024Q4: 1,504 shares; 2025Q1: 1,686 shares; 2025Q2: 1,582 shares; 2025Q3: 1,976 shares 1,976 $536K 0.06% +394 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 62,025 shares; 2024Q2: 62,025 shares; 2024Q3: 63,025 shares; 2024Q4: 66,925 shares; 2025Q1: 66,925 shares; 2025Q2: 64,925 shares; 2025Q3: 65,089 shares 65,089 $530K 0.06% +164 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: 4,194 shares; 2024Q2: 3,974 shares; 2024Q3: 11,039 shares; 2024Q4: 11,516 shares; 2025Q1: 12,243 shares; 2025Q2: 11,853 shares; 2025Q3: 12,020 shares 12,020 $528K 0.06% +167 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: 6,135 shares; 2024Q2: 6,010 shares; 2024Q3: 5,976 shares; 2024Q4: 5,976 shares; 2025Q1: 5,593 shares; 2025Q2: 5,546 shares; 2025Q3: 5,546 shares 5,546 $526K 0.06% 0 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: 8,523 shares; 2024Q2: 7,907 shares; 2024Q3: 4,936 shares; 2024Q4: 2,789 shares; 2025Q1: 1,995 shares; 2025Q2: 1,984 shares; 2025Q3: 1,859 shares 1,859 $525K 0.06% -125 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: 15,879 shares; 2024Q2: 15,882 shares; 2024Q3: 15,859 shares; 2024Q4: 12,855 shares; 2025Q1: 11,113 shares; 2025Q2: 11,337 shares; 2025Q3: 11,207 shares 11,207 $525K 0.06% -130 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: 5,312 shares; 2024Q2: 5,445 shares; 2024Q3: 5,130 shares; 2024Q4: 3,362 shares; 2025Q1: 3,245 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares 3,227 $523K 0.06% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 507 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 20,125 shares 20,125 $517K 0.05% +19,675 Timeline DFAC 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: 10,427 shares; 2024Q2: 10,524 shares; 2024Q3: 12,853 shares; 2024Q4: 13,034 shares; 2025Q1: 13,120 shares; 2025Q2: 13,182 shares; 2025Q3: 13,263 shares 13,263 $512K 0.05% +81 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: 37,370 shares; 2024Q2: 33,405 shares; 2024Q3: 32,479 shares; 2024Q4: 31,840 shares; 2025Q1: 32,715 shares; 2025Q2: 29,989 shares; 2025Q3: 29,387 shares 29,387 $504K 0.05% -602 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,607 shares; 2024Q2: 2,784 shares; 2024Q3: 2,720 shares; 2024Q4: 2,641 shares; 2025Q1: 2,515 shares; 2025Q2: 2,566 shares; 2025Q3: 2,607 shares 2,607 $501K 0.05% +41 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,266 shares 19,266 $501K 0.05% new Timeline XIJN 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,731 shares; 2025Q3: 15,815 shares 15,815 $492K 0.05% +1,084 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 35,754 shares; 2024Q2: 33,606 shares; 2024Q3: 18,540 shares; 2024Q4: 9,215 shares; 2025Q1: 5,941 shares; 2025Q2: 5,357 shares; 2025Q3: 4,310 shares 4,310 $481K 0.05% -1,047 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: 23,504 shares; 2024Q2: 22,101 shares; 2024Q3: 12,753 shares; 2024Q4: 6,629 shares; 2025Q1: 4,653 shares; 2025Q2: 3,980 shares; 2025Q3: 3,496 shares 3,496 $476K 0.05% -484 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: 712 shares; 2024Q2: 712 shares; 2024Q3: 712 shares; 2024Q4: 656 shares; 2025Q1: 612 shares; 2025Q2: 614 shares; 2025Q3: 614 shares 614 $474K 0.05% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,845 shares; 2024Q2: 33,845 shares; 2024Q3: 33,845 shares; 2024Q4: 36,686 shares; 2025Q1: 33,229 shares; 2025Q2: 33,229 shares; 2025Q3: 33,229 shares 33,229 $474K 0.05% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 673 shares; 2024Q2: 679 shares; 2024Q3: 2,667 shares; 2024Q4: 2,628 shares; 2025Q1: 2,553 shares; 2025Q2: 2,236 shares; 2025Q3: 2,302 shares 2,302 $473K 0.05% +66 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31,504 shares; 2024Q2: 31,504 shares; 2024Q3: 31,504 shares; 2024Q4: 31,504 shares; 2025Q1: 31,504 shares; 2025Q2: 31,504 shares; 2025Q3: 31,504 shares 31,504 $472K 0.05% 0 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: 13,249 shares; 2024Q2: 12,823 shares; 2024Q3: 13,234 shares; 2024Q4: 15,107 shares; 2025Q1: 16,273 shares; 2025Q2: 16,282 shares; 2025Q3: 16,293 shares 16,293 $468K 0.05% +11 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,691 shares; 2024Q2: 24,287 shares; 2024Q3: 17,279 shares; 2024Q4: 9,591 shares; 2025Q1: 6,328 shares; 2025Q2: 5,599 shares; 2025Q3: 4,909 shares 4,909 $458K 0.05% -690 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,648 shares; 2024Q2: 2,624 shares; 2024Q3: 2,670 shares; 2024Q4: 2,994 shares; 2025Q1: 3,040 shares; 2025Q2: 3,394 shares; 2025Q3: 4,072 shares 4,072 $458K 0.05% +678 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,090 shares; 2024Q2: 26,090 shares; 2024Q3: 26,090 shares; 2024Q4: 26,090 shares; 2025Q1: 26,090 shares; 2025Q2: 26,090 shares; 2025Q3: 26,090 shares 26,090 $456K 0.05% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,533 shares; 2024Q2: 5,718 shares; 2024Q3: 5,788 shares; 2024Q4: 5,697 shares; 2025Q1: 5,745 shares; 2025Q2: 5,801 shares; 2025Q3: 5,801 shares 5,801 $445K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,273 shares; 2024Q2: 2,180 shares; 2024Q3: 2,073 shares; 2024Q4: 1,927 shares; 2025Q1: 1,744 shares; 2025Q2: 1,306 shares; 2025Q3: 1,277 shares 1,277 $441K 0.05% -29 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: 4,305 shares; 2024Q2: 6,430 shares; 2024Q3: 6,492 shares; 2024Q4: 5,793 shares; 2025Q1: 5,796 shares; 2025Q2: 5,745 shares; 2025Q3: 5,465 shares 5,465 $437K 0.05% -280 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,599 shares; 2024Q2: 8,788 shares; 2024Q3: 8,792 shares; 2024Q4: 7,530 shares; 2025Q1: 7,443 shares; 2025Q2: 7,362 shares; 2025Q3: 7,224 shares 7,224 $434K 0.05% -138 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,425 shares; 2024Q4: 15,550 shares; 2025Q1: 15,240 shares; 2025Q2: 14,990 shares; 2025Q3: 15,640 shares 15,640 $434K 0.05% +650 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,377 shares; 2024Q2: 11,377 shares; 2024Q3: 11,377 shares; 2024Q4: 11,377 shares; 2025Q1: 11,377 shares; 2025Q2: 11,377 shares; 2025Q3: 11,377 shares 11,377 $434K 0.05% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,693 shares; 2024Q2: 15,062 shares; 2024Q3: 15,073 shares; 2024Q4: 15,080 shares; 2025Q1: 13,678 shares; 2025Q2: 13,596 shares; 2025Q3: 13,597 shares 13,597 $430K 0.05% +1 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: 164 shares; 2024Q2: 2,298 shares; 2024Q3: 2,379 shares; 2024Q4: 2,247 shares; 2025Q1: 2,407 shares; 2025Q2: 2,777 shares; 2025Q3: 3,041 shares 3,041 $429K 0.05% +264 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 632 shares; 2024Q2: 5,653 shares; 2024Q3: 6,014 shares; 2024Q4: 6,036 shares; 2025Q1: 6,313 shares; 2025Q2: 7,483 shares; 2025Q3: 9,661 shares 9,661 $420K 0.04% +2,178 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 52,067 shares; 2024Q2: 28,453 shares; 2024Q3: 22,428 shares; 2024Q4: 15,664 shares; 2025Q1: 15,716 shares; 2025Q2: 14,592 shares; 2025Q3: 8,435 shares 8,435 $416K 0.04% -6,157 Timeline MARM 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: not reported; 2024Q2: not reported; 2024Q3: 34,297 shares; 2024Q4: 30,047 shares; 2025Q1: 13,516 shares; 2025Q2: 13,216 shares; 2025Q3: 12,551 shares 12,551 $409K 0.04% -665 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 284 shares; 2024Q2: 284 shares; 2024Q3: 484 shares; 2024Q4: 434 shares; 2025Q1: 425 shares; 2025Q2: 426 shares; 2025Q3: 426 shares 426 $407K 0.04% 0 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,064 shares 8,064 $403K 0.04% new 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: 3,967 shares; 2024Q2: 4,805 shares; 2024Q3: 5,498 shares; 2024Q4: 5,184 shares; 2025Q1: 4,584 shares; 2025Q2: 4,541 shares; 2025Q3: 3,916 shares 3,916 $402K 0.04% -625 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: 1,281 shares; 2024Q2: 2,508 shares; 2024Q3: 2,414 shares; 2024Q4: 2,352 shares; 2025Q1: 2,379 shares; 2025Q2: 2,292 shares; 2025Q3: 2,380 shares 2,380 $398K 0.04% +88 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,091 shares; 2024Q2: 1,474 shares; 2024Q3: 2,435 shares; 2024Q4: 2,371 shares; 2025Q1: 2,261 shares; 2025Q2: 2,261 shares; 2025Q3: 2,226 shares 2,226 $398K 0.04% -35 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: 6,435 shares; 2024Q2: 5,980 shares; 2024Q3: 10,662 shares; 2024Q4: 770 shares; 2025Q1: 11,912 shares; 2025Q2: 12,267 shares; 2025Q3: 11,847 shares 11,847 $397K 0.04% -420 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: 3,080 shares; 2024Q2: 3,938 shares; 2024Q3: 5,191 shares; 2024Q4: 5,780 shares; 2025Q1: 5,851 shares; 2025Q2: 6,123 shares; 2025Q3: 6,029 shares 6,029 $393K 0.04% -94 Timeline GJUN 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,087 shares; 2025Q2: 10,087 shares; 2025Q3: 10,087 shares 10,087 $392K 0.04% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 940 shares; 2024Q2: 940 shares; 2024Q3: 940 shares; 2024Q4: 955 shares; 2025Q1: 940 shares; 2025Q2: 920 shares; 2025Q3: 1,245 shares 1,245 $392K 0.04% +325 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,358 shares; 2025Q1: 7,629 shares; 2025Q2: 7,661 shares; 2025Q3: 7,557 shares 7,557 $389K 0.04% -104 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: 17,292 shares; 2024Q2: 19,777 shares; 2024Q3: 14,000 shares; 2024Q4: 12,912 shares; 2025Q1: 12,499 shares; 2025Q2: 12,669 shares; 2025Q3: 12,300 shares 12,300 $386K 0.04% -369 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: 1,140 shares; 2024Q2: 1,120 shares; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 954 shares 954 $384K 0.04% +32 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: 5,524 shares; 2024Q2: 5,487 shares; 2024Q3: 5,194 shares; 2024Q4: 4,692 shares; 2025Q1: 4,670 shares; 2025Q2: 4,426 shares; 2025Q3: 4,274 shares 4,274 $383K 0.04% -152 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: 4,322 shares; 2024Q2: 1,419 shares; 2024Q3: 1,385 shares; 2024Q4: 1,371 shares; 2025Q1: 1,352 shares; 2025Q2: 1,342 shares; 2025Q3: 1,343 shares 1,343 $379K 0.04% +1 Timeline SPTM 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: 7,370 shares; 2024Q2: 6,497 shares; 2024Q3: 6,200 shares; 2024Q4: 6,212 shares; 2025Q1: 4,854 shares; 2025Q2: 4,803 shares; 2025Q3: 4,688 shares 4,688 $378K 0.04% -115 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: 2,510 shares; 2024Q2: 2,772 shares; 2024Q3: 3,653 shares; 2024Q4: 4,738 shares; 2025Q1: 5,269 shares; 2025Q2: 5,554 shares; 2025Q3: 5,495 shares 5,495 $374K 0.04% -59 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: 5,185 shares; 2024Q2: 5,231 shares; 2024Q3: 5,257 shares; 2024Q4: 5,091 shares; 2025Q1: 5,304 shares; 2025Q2: 4,909 shares; 2025Q3: 4,888 shares 4,888 $369K 0.04% -21 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: 11,184 shares; 2024Q2: 2,428 shares; 2024Q3: 2,560 shares; 2024Q4: 2,333 shares; 2025Q1: 4,273 shares; 2025Q2: 4,239 shares; 2025Q3: 4,344 shares 4,344 $368K 0.04% +105 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,339 shares; 2024Q2: 8,539 shares; 2024Q3: 7,817 shares; 2024Q4: 7,117 shares; 2025Q1: 7,117 shares; 2025Q2: 7,117 shares; 2025Q3: 7,257 shares 7,257 $366K 0.04% +140 Timeline WCME 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,298 shares 21,298 $366K 0.04% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 6,524 shares; 2025Q3: 10,138 shares 10,138 $365K 0.04% +3,614 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: 233 shares; 2024Q2: 601 shares; 2024Q3: 744 shares; 2024Q4: 636 shares; 2025Q1: 2,567 shares; 2025Q2: 2,569 shares; 2025Q3: 2,502 shares 2,502 $364K 0.04% -67 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: 13,342 shares; 2024Q2: 13,342 shares; 2024Q3: 11,127 shares; 2024Q4: 9,809 shares; 2025Q1: 7,118 shares; 2025Q2: 7,118 shares; 2025Q3: 7,606 shares 7,606 $362K 0.04% +488 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: 7,061 shares; 2024Q2: 8,741 shares; 2024Q3: 8,739 shares; 2024Q4: 7,922 shares; 2025Q1: 8,366 shares; 2025Q2: 8,456 shares; 2025Q3: 8,316 shares 8,316 $361K 0.04% -140 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: 113 shares; 2024Q2: 108 shares; 2024Q3: 1,085 shares; 2024Q4: 1,120 shares; 2025Q1: 1,132 shares; 2025Q2: 1,163 shares; 2025Q3: 1,120 shares 1,120 $361K 0.04% -43 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: 40 shares; 2024Q2: 40 shares; 2024Q3: 1,046 shares; 2024Q4: 1,063 shares; 2025Q1: 964 shares; 2025Q2: 980 shares; 2025Q3: 1,282 shares 1,282 $359K 0.04% +302 Timeline ARKW 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: 26 shares; 2024Q2: 961 shares; 2024Q3: 2,072 shares; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares 2,046 $357K 0.04% 0 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,124 shares 21,124 $356K 0.04% new Timeline IGPT 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: 585 shares; 2024Q2: 585 shares; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 6,566 shares 6,566 $355K 0.04% +5,832 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: not reported; 2024Q2: 4,839 shares; 2024Q3: 4,848 shares; 2024Q4: 4,886 shares; 2025Q1: 5,327 shares; 2025Q2: 5,058 shares; 2025Q3: 4,884 shares 4,884 $351K 0.04% -174 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 777 shares; 2024Q2: 1,128 shares; 2024Q3: 1,200 shares; 2024Q4: 1,113 shares; 2025Q1: 1,069 shares; 2025Q2: 1,059 shares; 2025Q3: 896 shares 896 $351K 0.04% -163 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,431 shares; 2024Q2: 2,481 shares; 2024Q3: 2,613 shares; 2024Q4: 2,856 shares; 2025Q1: 2,110 shares; 2025Q2: 2,281 shares; 2025Q3: 2,911 shares 2,911 $351K 0.04% +630 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: not reported; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 5 shares; 2025Q2: 2,647 shares; 2025Q3: 7,059 shares 7,059 $349K 0.04% +4,412 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,065 shares; 2024Q2: 11,209 shares; 2024Q3: 1,364 shares; 2024Q4: 2,306 shares; 2025Q1: 4,407 shares; 2025Q2: 4,615 shares; 2025Q3: 9,787 shares 9,787 $347K 0.04% +5,172 Timeline BUFZ 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,374 shares; 2025Q3: 13,374 shares 13,374 $346K 0.04% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,650 shares; 2025Q1: 11,421 shares; 2025Q2: 13,065 shares; 2025Q3: 16,820 shares 16,820 $344K 0.04% +3,755 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: 1,069 shares; 2024Q2: 1,429 shares; 2024Q3: 1,429 shares; 2024Q4: 4,509 shares; 2025Q1: 3,620 shares; 2025Q2: 3,639 shares; 2025Q3: 4,089 shares 4,089 $343K 0.04% +450 Timeline GJUL 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,435 shares; 2025Q2: 8,435 shares; 2025Q3: 8,435 shares 8,435 $342K 0.04% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,121 shares; 2024Q2: 15,117 shares; 2024Q3: 8,248 shares; 2024Q4: 4,023 shares; 2025Q1: 2,236 shares; 2025Q2: 1,945 shares; 2025Q3: 1,557 shares 1,557 $339K 0.04% -388 Timeline DFII 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,635 shares; 2025Q3: 13,842 shares 13,842 $334K 0.04% +3,207 Timeline FJUL 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,002 shares; 2025Q2: 6,002 shares; 2025Q3: 6,002 shares 6,002 $328K 0.03% 0 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,708 shares; 2024Q2: 5,708 shares; 2024Q3: 5,726 shares; 2024Q4: 5,737 shares; 2025Q1: 5,748 shares; 2025Q2: 5,758 shares; 2025Q3: 5,762 shares 5,762 $326K 0.03% +4 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: 152 shares; 2024Q2: 133 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 489 shares; 2025Q3: 4,158 shares 4,158 $326K 0.03% +3,669 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: not reported; 2024Q2: 100 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,422 shares; 2025Q2: 1,429 shares; 2025Q3: 1,940 shares 1,940 $325K 0.03% +511 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,161 shares; 2024Q2: 18,575 shares; 2024Q3: 13,329 shares; 2024Q4: 9,326 shares; 2025Q1: 8,019 shares; 2025Q2: 7,609 shares; 2025Q3: 6,409 shares 6,409 $323K 0.03% -1,200 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,405 shares; 2024Q4: 7,870 shares; 2025Q1: 8,857 shares; 2025Q2: 8,520 shares; 2025Q3: 8,085 shares 8,085 $320K 0.03% -435 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: 1,106 shares; 2024Q2: 1,083 shares; 2024Q3: 1,083 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares 1,089 $320K 0.03% 0 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: 23,053 shares; 2024Q2: 20,053 shares; 2024Q3: 18,552 shares; 2024Q4: 16,077 shares; 2025Q1: 13,946 shares; 2025Q2: 14,275 shares; 2025Q3: 12,455 shares 12,455 $317K 0.03% -1,820 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: 20,440 shares; 2024Q2: 19,620 shares; 2024Q3: 11,983 shares; 2024Q4: 6,957 shares; 2025Q1: 4,260 shares; 2025Q2: 3,835 shares; 2025Q3: 3,351 shares 3,351 $317K 0.03% -484 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 139 shares; 2024Q3: 324 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,205 shares; 2025Q3: 2,681 shares 2,681 $305K 0.03% +1,476 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,458 shares; 2024Q2: 1,449 shares; 2024Q3: 1,430 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares 1,261 $300K 0.03% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,263 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares 1,264 $298K 0.03% 0 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: 20,749 shares; 2024Q2: 20,602 shares; 2024Q3: 14,436 shares; 2024Q4: 7,509 shares; 2025Q1: 4,348 shares; 2025Q2: 3,912 shares; 2025Q3: 3,125 shares 3,125 $298K 0.03% -787 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: 65 shares; 2024Q2: 1,502 shares; 2024Q3: 1,793 shares; 2024Q4: 1,791 shares; 2025Q1: 1,818 shares; 2025Q2: 1,724 shares; 2025Q3: 1,419 shares 1,419 $296K 0.03% -305 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,033 shares; 2024Q2: 2,343 shares; 2024Q3: 2,344 shares; 2024Q4: 2,345 shares; 2025Q1: 2,346 shares; 2025Q2: 2,347 shares; 2025Q3: 2,348 shares 2,348 $296K 0.03% +1 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,996 shares; 2025Q3: 12,214 shares 12,214 $292K 0.03% +218 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,891 shares; 2024Q2: 3,891 shares; 2024Q3: 3,821 shares; 2024Q4: 3,645 shares; 2025Q1: 3,425 shares; 2025Q2: 3,425 shares; 2025Q3: 3,325 shares 3,325 $291K 0.03% -100 Timeline CRPT 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,104 shares; 2025Q3: 12,922 shares 12,922 $288K 0.03% +1,818 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 783 shares; 2024Q2: 821 shares; 2024Q3: 828 shares; 2024Q4: 794 shares; 2025Q1: 875 shares; 2025Q2: 824 shares; 2025Q3: 753 shares 753 $285K 0.03% -71 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: 8,644 shares; 2024Q2: 9,640 shares; 2024Q3: 10,299 shares; 2024Q4: 9,947 shares; 2025Q1: 8,869 shares; 2025Q2: 9,354 shares; 2025Q3: 10,082 shares 10,082 $285K 0.03% +728 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: 44 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 52 shares 52 $281K 0.03% +5 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,063 shares; 2024Q3: 1,020 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares 974 $280K 0.03% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,195 shares; 2024Q2: 5,495 shares; 2024Q3: 5,495 shares; 2024Q4: 5,495 shares; 2025Q1: 5,495 shares; 2025Q2: 5,495 shares; 2025Q3: 5,495 shares 5,495 $279K 0.03% 0 Timeline AGGY 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: 13,133 shares; 2024Q2: 11,703 shares; 2024Q3: 9,878 shares; 2024Q4: 9,434 shares; 2025Q1: 7,507 shares; 2025Q2: 7,268 shares; 2025Q3: 6,260 shares 6,260 $277K 0.03% -1,008 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: 538 shares; 2024Q2: 963 shares; 2024Q3: 1,022 shares; 2024Q4: 2,551 shares; 2025Q1: 4,191 shares; 2025Q2: 6,303 shares; 2025Q3: 7,286 shares 7,286 $275K 0.03% +983 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: 3,115 shares; 2024Q2: 3,147 shares; 2024Q3: 3,149 shares; 2024Q4: 3,152 shares; 2025Q1: 3,154 shares; 2025Q2: 3,157 shares; 2025Q3: 3,160 shares 3,160 $275K 0.03% +3 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: 1,307 shares; 2024Q2: 1,485 shares; 2024Q3: 1,132 shares; 2024Q4: 767 shares; 2025Q1: 691 shares; 2025Q2: 676 shares; 2025Q3: 611 shares 611 $273K 0.03% -65 Timeline DTEC 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: not reported; 2024Q2: 140 shares; 2024Q3: 885 shares; 2024Q4: 1,444 shares; 2025Q1: 4,051 shares; 2025Q2: 4,600 shares; 2025Q3: 5,322 shares 5,322 $272K 0.03% +722 Timeline MINO 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: 33,360 shares; 2024Q2: 33,455 shares; 2024Q3: 29,283 shares; 2024Q4: 17,289 shares; 2025Q1: 8,107 shares; 2025Q2: 6,543 shares; 2025Q3: 5,993 shares 5,993 $272K 0.03% -550 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: 551 shares; 2024Q2: 551 shares; 2024Q3: 1,945 shares; 2024Q4: 4,081 shares; 2025Q1: 4,610 shares; 2025Q2: 4,685 shares; 2025Q3: 6,405 shares 6,405 $271K 0.03% +1,720 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: 2,857 shares; 2024Q2: 2,879 shares; 2024Q3: 2,831 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 2,396 shares; 2025Q3: 2,396 shares 2,396 $270K 0.03% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,925 shares; 2024Q2: 5,772 shares; 2024Q3: 6,785 shares; 2024Q4: 5,838 shares; 2025Q1: 5,540 shares; 2025Q2: 5,108 shares; 2025Q3: 4,821 shares 4,821 $268K 0.03% -287 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 278 shares; 2024Q2: 2,656 shares; 2024Q3: 2,910 shares; 2024Q4: 2,899 shares; 2025Q1: 2,924 shares; 2025Q2: 2,868 shares; 2025Q3: 2,873 shares 2,873 $267K 0.03% +5 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: 3,656 shares; 2024Q2: 3,535 shares; 2024Q3: 3,536 shares; 2024Q4: 3,462 shares; 2025Q1: 3,298 shares; 2025Q2: 3,321 shares; 2025Q3: 3,181 shares 3,181 $267K 0.03% -140 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 41,195 shares; 2024Q2: 34,554 shares; 2024Q3: 33,747 shares; 2024Q4: 32,247 shares; 2025Q1: 24,661 shares; 2025Q2: 23,526 shares; 2025Q3: 23,013 shares 23,013 $267K 0.03% -513 Timeline SCHF 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: 953 shares; 2024Q2: 953 shares; 2024Q3: 953 shares; 2024Q4: 1,905 shares; 2025Q1: 1,883 shares; 2025Q2: 1,883 shares; 2025Q3: 11,459 shares 11,459 $267K 0.03% +9,576 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: 459 shares; 2024Q2: 430 shares; 2024Q3: 432 shares; 2024Q4: 433 shares; 2025Q1: 1,276 shares; 2025Q2: 1,383 shares; 2025Q3: 1,385 shares 1,385 $263K 0.03% +2 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 115,464 shares; 2024Q2: 121,176 shares; 2024Q3: 98,931 shares; 2024Q4: 52,462 shares; 2025Q1: 33,895 shares; 2025Q2: 30,683 shares; 2025Q3: 21,942 shares 21,942 $262K 0.03% -8,741 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,890 shares; 2024Q4: 13,390 shares; 2025Q1: 12,315 shares; 2025Q2: 12,215 shares; 2025Q3: 11,550 shares 11,550 $262K 0.03% -665 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: 1,357 shares; 2024Q2: 1,457 shares; 2024Q3: 57,160 shares; 2024Q4: 58,912 shares; 2025Q1: 3,140 shares; 2025Q2: 3,271 shares; 2025Q3: 2,936 shares 2,936 $256K 0.03% -335 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: 808 shares; 2024Q2: 838 shares; 2024Q3: 838 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,222 shares; 2025Q3: 1,223 shares 1,223 $256K 0.03% +1 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 2,050 shares; 2024Q4: 7,005 shares; 2025Q1: 23,046 shares; 2025Q2: 44,540 shares; 2025Q3: 47,435 shares 47,435 $256K 0.03% +2,895 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,618 shares; 2024Q2: 4,708 shares; 2024Q3: 4,836 shares; 2024Q4: 4,176 shares; 2025Q1: 4,101 shares; 2025Q2: 4,126 shares; 2025Q3: 4,156 shares 4,156 $253K 0.03% +30 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,514 shares; 2024Q2: 2,514 shares; 2024Q3: 2,514 shares; 2024Q4: 2,514 shares; 2025Q1: 2,514 shares; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares 2,514 $253K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,713 shares; 2024Q2: 1,506 shares; 2024Q3: 1,571 shares; 2024Q4: 1,392 shares; 2025Q1: 1,450 shares; 2025Q2: 1,416 shares; 2025Q3: 1,375 shares 1,375 $253K 0.03% -41 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: 1,675 shares; 2024Q2: 1,924 shares; 2024Q3: 1,608 shares; 2024Q4: 1,593 shares; 2025Q1: 1,598 shares; 2025Q2: 1,264 shares; 2025Q3: 1,200 shares 1,200 $253K 0.03% -64 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: 3,064 shares; 2024Q2: 2,972 shares; 2024Q3: 3,032 shares; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,093 shares; 2025Q3: 2,959 shares 2,959 $253K 0.03% -134 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: 650 shares; 2024Q2: 650 shares; 2024Q3: 2,315 shares; 2024Q4: 1,690 shares; 2025Q1: 1,691 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares 1,823 $253K 0.03% 0 Timeline IHAK 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: 2,048 shares; 2024Q2: 4,407 shares; 2024Q3: 4,637 shares; 2024Q4: 4,741 shares; 2025Q1: 4,941 shares; 2025Q2: 4,926 shares; 2025Q3: 4,825 shares 4,825 $253K 0.03% -101 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,891 shares; 2024Q2: 1,891 shares; 2024Q3: 1,891 shares; 2024Q4: 1,940 shares; 2025Q1: 1,941 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares 1,943 $252K 0.03% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 6,847 shares; 2024Q3: 6,847 shares; 2024Q4: 6,847 shares; 2025Q1: 6,847 shares; 2025Q2: 6,847 shares; 2025Q3: 6,847 shares 6,847 $252K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 490 shares; 2024Q2: 1,576 shares; 2024Q3: 1,578 shares; 2024Q4: 1,633 shares; 2025Q1: 1,876 shares; 2025Q2: 1,881 shares; 2025Q3: 1,799 shares 1,799 $252K 0.03% -82 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,549 shares; 2024Q2: 3,225 shares; 2024Q3: 3,030 shares; 2024Q4: 2,663 shares; 2025Q1: 2,600 shares; 2025Q2: 2,601 shares; 2025Q3: 2,492 shares 2,492 $250K 0.03% -109 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,250 shares; 2024Q2: 4,330 shares; 2024Q3: 4,424 shares; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 4,591 shares; 2025Q3: 4,761 shares 4,761 $249K 0.03% +170 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: 3,229 shares; 2024Q2: 3,309 shares; 2024Q3: 3,491 shares; 2024Q4: 5,318 shares; 2025Q1: 5,488 shares; 2025Q2: 5,588 shares; 2025Q3: 5,639 shares 5,639 $248K 0.03% +51 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 508 shares; 2024Q2: 508 shares; 2024Q3: 508 shares; 2024Q4: 509 shares; 2025Q1: 464 shares; 2025Q2: 494 shares; 2025Q3: 522 shares 522 $244K 0.03% +28 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,389 shares; 2024Q2: 1,084 shares; 2024Q3: 1,112 shares; 2024Q4: 1,064 shares; 2025Q1: 1,076 shares; 2025Q2: 844 shares; 2025Q3: 3,965 shares 3,965 $243K 0.03% +3,121 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 512 shares; 2024Q2: 594 shares; 2024Q3: 631 shares; 2024Q4: 571 shares; 2025Q1: 500 shares; 2025Q2: 447 shares; 2025Q3: 431 shares 431 $242K 0.03% -16 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 178 shares; 2024Q2: 356 shares; 2024Q3: 357 shares; 2024Q4: 358 shares; 2025Q1: 361 shares; 2025Q2: 726 shares; 2025Q3: 1,942 shares 1,942 $240K 0.03% +1,216 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: not reported; 2024Q2: not reported; 2024Q3: 2,165 shares; 2024Q4: 2,040 shares; 2025Q1: 2,025 shares; 2025Q2: 2,613 shares; 2025Q3: 2,378 shares 2,378 $239K 0.03% -235 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: 967 shares; 2024Q2: 967 shares; 2024Q3: 969 shares; 2024Q4: 971 shares; 2025Q1: 937 shares; 2025Q2: 911 shares; 2025Q3: 926 shares 926 $237K 0.03% +15 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 888 shares; 2024Q2: 1,139 shares; 2024Q3: 1,313 shares; 2024Q4: 1,214 shares; 2025Q1: 1,228 shares; 2025Q2: 1,183 shares; 2025Q3: 1,184 shares 1,184 $234K 0.02% +1 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,044 shares; 2024Q2: 6,764 shares; 2024Q3: 6,834 shares; 2024Q4: 6,119 shares; 2025Q1: 5,464 shares; 2025Q2: 5,464 shares; 2025Q3: 6,391 shares 6,391 $233K 0.02% +927 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: 1,439 shares; 2024Q2: 2,452 shares; 2024Q3: 2,683 shares; 2024Q4: 2,333 shares; 2025Q1: 2,328 shares; 2025Q2: 3,886 shares; 2025Q3: 3,884 shares 3,884 $233K 0.02% -2 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: 1,134 shares; 2024Q2: 1,088 shares; 2024Q3: 1,108 shares; 2024Q4: 1,096 shares; 2025Q1: 1,008 shares; 2025Q2: 1,002 shares; 2025Q3: 930 shares 930 $230K 0.02% -72 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: 311 shares; 2024Q2: 311 shares; 2024Q3: 337 shares; 2024Q4: 261 shares; 2025Q1: 314 shares; 2025Q2: 288 shares; 2025Q3: 288 shares 288 $229K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,566 shares; 2024Q2: 1,630 shares; 2024Q3: 1,631 shares; 2024Q4: 1,598 shares; 2025Q1: 1,754 shares; 2025Q2: 1,742 shares; 2025Q3: 1,692 shares 1,692 $229K 0.02% -50 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,155 shares; 2024Q2: 2,155 shares; 2024Q3: 2,155 shares; 2024Q4: 2,340 shares; 2025Q1: 3,283 shares; 2025Q2: 3,391 shares; 2025Q3: 2,701 shares 2,701 $227K 0.02% -690 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,395 shares; 2024Q2: 1,455 shares; 2024Q3: 1,867 shares; 2024Q4: 1,817 shares; 2025Q1: 1,767 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares 1,602 $225K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,685 shares; 2024Q2: 6,205 shares; 2024Q3: 6,655 shares; 2024Q4: 6,035 shares; 2025Q1: 6,043 shares; 2025Q2: 6,322 shares; 2025Q3: 6,322 shares 6,322 $224K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,641 shares; 2024Q2: 2,826 shares; 2024Q3: 2,827 shares; 2024Q4: 8,515 shares; 2025Q1: 8,469 shares; 2025Q2: 8,471 shares; 2025Q3: 8,472 shares 8,472 $223K 0.02% +1 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: 1,198 shares; 2024Q2: 1,276 shares; 2024Q3: 1,398 shares; 2024Q4: 1,626 shares; 2025Q1: 1,971 shares; 2025Q2: 1,779 shares; 2025Q3: 1,883 shares 1,883 $223K 0.02% +104 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 22,254 shares; 2024Q2: 20,921 shares; 2024Q3: 11,653 shares; 2024Q4: 5,817 shares; 2025Q1: 3,735 shares; 2025Q2: 3,301 shares; 2025Q3: 2,769 shares 2,769 $215K 0.02% -532 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,156 shares; 2024Q2: 2,306 shares; 2024Q3: 2,306 shares; 2024Q4: 2,286 shares; 2025Q1: 2,191 shares; 2025Q2: 2,191 shares; 2025Q3: 2,155 shares 2,155 $212K 0.02% -36 Timeline FTHI 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: not reported; 2024Q2: 4,295 shares; 2024Q3: 4,346 shares; 2024Q4: 5,498 shares; 2025Q1: 7,662 shares; 2025Q2: 8,337 shares; 2025Q3: 8,948 shares 8,948 $212K 0.02% +611 Timeline FAB 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: not reported; 2024Q2: not reported; 2024Q3: 2,465 shares; 2024Q4: 2,530 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 2,410 shares 2,410 $210K 0.02% +2,345 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 2,104 shares 2,104 $209K 0.02% +1,754 Timeline IYK 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: 5,532 shares; 2024Q2: 15,542 shares; 2024Q3: 12,588 shares; 2024Q4: 9,683 shares; 2025Q1: 4,587 shares; 2025Q2: 4,046 shares; 2025Q3: 3,048 shares 3,048 $208K 0.02% -998 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,858 shares 35,858 $208K 0.02% new Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,560 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 5,043 shares 5,043 $207K 0.02% -127 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,010 shares; 2024Q2: 1,010 shares; 2024Q3: 1,402 shares; 2024Q4: 1,587 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,074 shares 3,074 $207K 0.02% -148 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: 182 shares; 2024Q2: 195 shares; 2024Q3: 212 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 516 shares; 2025Q3: 611 shares 611 $206K 0.02% +95 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,309 shares; 2025Q2: 2,079 shares; 2025Q3: 4,056 shares 4,056 $206K 0.02% +1,977 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: 1,342 shares; 2024Q2: 1,253 shares; 2024Q3: 1,253 shares; 2024Q4: 1,213 shares; 2025Q1: 1,334 shares; 2025Q2: 1,341 shares; 2025Q3: 1,284 shares 1,284 $204K 0.02% -57 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: 3,573 shares; 2024Q2: 3,194 shares; 2024Q3: 3,194 shares; 2024Q4: 2,403 shares; 2025Q1: 2,401 shares; 2025Q2: 4,107 shares; 2025Q3: 4,124 shares 4,124 $204K 0.02% +17 Timeline IDHQ 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,046 shares 6,046 $203K 0.02% new 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: 14,189 shares; 2024Q2: 14,345 shares; 2024Q3: 5,407 shares; 2024Q4: 4,748 shares; 2025Q1: 4,159 shares; 2025Q2: 4,500 shares; 2025Q3: 4,502 shares 4,502 $203K 0.02% +2 Timeline IYC 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: 1,479 shares; 2024Q2: 1,480 shares; 2024Q3: 1,948 shares; 2024Q4: 1,927 shares; 2025Q1: 1,929 shares; 2025Q2: 1,931 shares; 2025Q3: 1,932 shares 1,932 $202K 0.02% +1 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: not reported; 2024Q2: 17 shares; 2024Q3: 278 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 290 shares; 2025Q3: 290 shares 290 $202K 0.02% 0 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: 7,518 shares; 2024Q2: 7,035 shares; 2024Q3: 7,041 shares; 2024Q4: 7,032 shares; 2025Q1: 7,102 shares; 2025Q2: 6,809 shares; 2025Q3: 6,455 shares 6,455 $202K 0.02% -354 Timeline ARKQ 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: 65 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 1,787 shares 1,787 $199K 0.02% +1,752 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: 5,879 shares; 2024Q2: 5,959 shares; 2024Q3: 5,597 shares; 2024Q4: 4,067 shares; 2025Q1: 3,374 shares; 2025Q2: 2,191 shares; 2025Q3: 1,400 shares 1,400 $198K 0.02% -791 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: 1,919 shares; 2024Q2: 1,644 shares; 2024Q3: 1,744 shares; 2024Q4: 1,644 shares; 2025Q1: 1,594 shares; 2025Q2: 1,607 shares; 2025Q3: 1,807 shares 1,807 $197K 0.02% +200 Timeline SHYD 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: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 5,761 shares; 2025Q3: 8,579 shares 8,579 $196K 0.02% +2,818 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: 218 shares; 2024Q2: 417 shares; 2024Q3: 417 shares; 2024Q4: 942 shares; 2025Q1: 1,372 shares; 2025Q2: 1,373 shares; 2025Q3: 1,615 shares 1,615 $195K 0.02% +242 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: 799 shares; 2024Q2: 757 shares; 2024Q3: 708 shares; 2024Q4: 714 shares; 2025Q1: 664 shares; 2025Q2: 668 shares; 2025Q3: 683 shares 683 $193K 0.02% +15 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,296 shares; 2025Q2: 5,296 shares; 2025Q3: 5,296 shares 5,296 $193K 0.02% 0 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: 464 shares; 2024Q2: 727 shares; 2024Q3: 737 shares; 2024Q4: 738 shares; 2025Q1: 789 shares; 2025Q2: 795 shares; 2025Q3: 929 shares 929 $192K 0.02% +134 Timeline BUG 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: 250 shares; 2024Q2: 250 shares; 2024Q3: 300 shares; 2024Q4: 1,067 shares; 2025Q1: 1,473 shares; 2025Q2: 3,729 shares; 2025Q3: 5,443 shares 5,443 $192K 0.02% +1,714 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,644 shares; 2025Q2: 111,442 shares; 2025Q3: 3,437 shares 3,437 $191K 0.02% -108,005 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 405 shares; 2024Q2: 661 shares; 2024Q3: 662 shares; 2024Q4: 646 shares; 2025Q1: 626 shares; 2025Q2: 691 shares; 2025Q3: 688 shares 688 $188K 0.02% -3 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,860 shares; 2024Q2: 5,860 shares; 2024Q3: 5,860 shares; 2024Q4: 7,757 shares; 2025Q1: 7,502 shares; 2025Q2: 7,502 shares; 2025Q3: 7,502 shares 7,502 $186K 0.02% 0 Timeline HIMU 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,396 shares; 2025Q2: 4,109 shares; 2025Q3: 3,781 shares 3,781 $186K 0.02% -328 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 299 shares; 2024Q2: 404 shares; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 372 shares; 2025Q3: 372 shares 372 $186K 0.02% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16 shares; 2024Q2: 1,242 shares; 2024Q3: 1,335 shares; 2024Q4: 1,352 shares; 2025Q1: 1,339 shares; 2025Q2: 1,346 shares; 2025Q3: 2,596 shares 2,596 $185K 0.02% +1,250 Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 12,665 shares; 2025Q3: 16,295 shares 16,295 $185K 0.02% +3,630 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,702 shares; 2024Q2: 9,702 shares; 2024Q3: 9,267 shares; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,267 shares; 2025Q3: 9,267 shares 9,267 $183K 0.02% 0 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: not reported; 2024Q2: 548 shares; 2024Q3: 3,018 shares; 2024Q4: 3,031 shares; 2025Q1: 3,386 shares; 2025Q2: 3,396 shares; 2025Q3: 3,405 shares 3,405 $182K 0.02% +9 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: 891 shares; 2024Q2: 959 shares; 2024Q3: 905 shares; 2024Q4: 906 shares; 2025Q1: 1,372 shares; 2025Q2: 1,383 shares; 2025Q3: 1,273 shares 1,273 $181K 0.02% -110 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: 2,110 shares; 2024Q2: 2,172 shares; 2024Q3: 3,995 shares; 2024Q4: 4,022 shares; 2025Q1: 3,769 shares; 2025Q2: 3,786 shares; 2025Q3: 3,806 shares 3,806 $180K 0.02% +20 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 575 shares 575 $180K 0.02% -15 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: 366 shares; 2024Q2: 484 shares; 2024Q3: 486 shares; 2024Q4: 485 shares; 2025Q1: 495 shares; 2025Q2: 469 shares; 2025Q3: 469 shares 469 $173K 0.02% 0 Timeline GDEC 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,721 shares; 2025Q2: 4,721 shares; 2025Q3: 4,721 shares 4,721 $173K 0.02% 0 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: 3,283 shares; 2024Q2: 3,580 shares; 2024Q3: 3,651 shares; 2024Q4: 3,668 shares; 2025Q1: 3,685 shares; 2025Q2: 3,701 shares; 2025Q3: 3,822 shares 3,822 $173K 0.02% +121 Timeline CVSB 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: not reported; 2024Q2: 23,970 shares; 2024Q3: 22,974 shares; 2024Q4: 12,121 shares; 2025Q1: 9,175 shares; 2025Q2: 4,964 shares; 2025Q3: 3,388 shares 3,388 $172K 0.02% -1,576 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,651 shares; 2025Q2: 3,634 shares; 2025Q3: 3,584 shares 3,584 $172K 0.02% -50 Timeline IHF 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: not reported; 2024Q2: 1,231 shares; 2024Q3: 1,758 shares; 2024Q4: 1,759 shares; 2025Q1: 3,083 shares; 2025Q2: 3,474 shares; 2025Q3: 3,475 shares 3,475 $172K 0.02% +1 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,966 shares; 2024Q2: 2,036 shares; 2024Q3: 2,036 shares; 2024Q4: 1,736 shares; 2025Q1: 1,738 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares 1,745 $172K 0.02% 0 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: 1,191 shares; 2024Q2: 947 shares; 2024Q3: 894 shares; 2024Q4: 909 shares; 2025Q1: 958 shares; 2025Q2: 1,232 shares; 2025Q3: 2,598 shares 2,598 $171K 0.02% +1,366 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,656 shares; 2024Q2: 3,657 shares; 2024Q3: 3,802 shares; 2024Q4: 4,486 shares; 2025Q1: 4,909 shares; 2025Q2: 4,912 shares; 2025Q3: 4,288 shares 4,288 $171K 0.02% -624 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 858 shares; 2025Q1: 877 shares; 2025Q2: 878 shares; 2025Q3: 879 shares 879 $171K 0.02% +1 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: 786 shares; 2024Q2: 769 shares; 2024Q3: 771 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 656 shares; 2025Q3: 685 shares 685 $169K 0.02% +29 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 190 shares; 2024Q2: 169 shares; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 156 shares; 2025Q3: 156 shares 156 $169K 0.02% 0 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: 309 shares; 2024Q2: 550 shares; 2024Q3: 819 shares; 2024Q4: 779 shares; 2025Q1: 646 shares; 2025Q2: 507 shares; 2025Q3: 557 shares 557 $168K 0.02% +50 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,422 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: 2,093 shares 2,093 $167K 0.02% -227 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,960 shares; 2024Q2: 6,960 shares; 2024Q3: 6,960 shares; 2024Q4: 6,960 shares; 2025Q1: 6,960 shares; 2025Q2: 6,960 shares; 2025Q3: 6,960 shares 6,960 $167K 0.02% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 984 shares; 2024Q2: 1,715 shares; 2024Q3: 1,589 shares; 2024Q4: 1,654 shares; 2025Q1: 1,658 shares; 2025Q2: 1,506 shares; 2025Q3: 2,216 shares 2,216 $166K 0.02% +710 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 548 shares; 2024Q2: 613 shares; 2024Q3: 613 shares; 2024Q4: 614 shares; 2025Q1: 692 shares; 2025Q2: 621 shares; 2025Q3: 596 shares 596 $166K 0.02% -25 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,335 shares; 2024Q2: 2,335 shares; 2024Q3: 2,335 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares 2,272 $166K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,148 shares; 2024Q2: 1,213 shares; 2024Q3: 1,216 shares; 2024Q4: 1,206 shares; 2025Q1: 1,258 shares; 2025Q2: 1,222 shares; 2025Q3: 1,225 shares 1,225 $164K 0.02% +3 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 168 shares; 2024Q3: 169 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares 172 $164K 0.02% 0 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: 1,705 shares; 2024Q2: 1,738 shares; 2024Q3: 1,745 shares; 2024Q4: 1,802 shares; 2025Q1: 1,810 shares; 2025Q2: 1,819 shares; 2025Q3: 1,827 shares 1,827 $164K 0.02% +8 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 286 shares; 2024Q2: 286 shares; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 827 shares; 2025Q3: 872 shares 872 $163K 0.02% +45 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: 244 shares; 2024Q2: 275 shares; 2024Q3: 276 shares; 2024Q4: 272 shares; 2025Q1: 363 shares; 2025Q2: 343 shares; 2025Q3: 336 shares 336 $163K 0.02% -7 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: 658 shares; 2024Q2: 603 shares; 2024Q3: 882 shares; 2024Q4: 882 shares; 2025Q1: 704 shares; 2025Q2: 643 shares; 2025Q3: 672 shares 672 $163K 0.02% +29 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 449 shares; 2024Q2: 647 shares; 2024Q3: 674 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,113 shares 1,113 $162K 0.02% -17 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: 1,807 shares; 2024Q2: 1,810 shares; 2024Q3: 1,813 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares 1,817 $162K 0.02% 0 Timeline QTUM 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: not reported; 2024Q2: not reported; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 1,525 shares 1,525 $160K 0.02% +1,425 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,624 shares; 2024Q2: 20,614 shares; 2024Q3: 18,926 shares; 2024Q4: 15,993 shares; 2025Q1: 14,807 shares; 2025Q2: 14,825 shares; 2025Q3: 3,263 shares 3,263 $160K 0.02% -11,562 Timeline FDEC 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $158K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 477 shares; 2024Q2: 560 shares; 2024Q3: 562 shares; 2024Q4: 563 shares; 2025Q1: 531 shares; 2025Q2: 568 shares; 2025Q3: 569 shares 569 $155K 0.02% +1 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 670 shares; 2024Q2: 1,559 shares; 2024Q3: 1,373 shares; 2024Q4: 1,364 shares; 2025Q1: 1,341 shares; 2025Q2: 1,268 shares; 2025Q3: 1,120 shares 1,120 $152K 0.02% -148 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: 863 shares; 2024Q2: 968 shares; 2024Q3: 1,023 shares; 2024Q4: 1,026 shares; 2025Q1: 1,346 shares; 2025Q2: 1,278 shares; 2025Q3: 1,736 shares 1,736 $152K 0.02% +458 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: 820 shares; 2024Q2: 652 shares; 2024Q3: 653 shares; 2024Q4: 694 shares; 2025Q1: 727 shares; 2025Q2: 742 shares; 2025Q3: 743 shares 743 $151K 0.02% +1 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 671 shares; 2024Q3: 671 shares; 2024Q4: 1,944 shares; 2025Q1: 2,104 shares; 2025Q2: 2,108 shares; 2025Q3: 1,987 shares 1,987 $150K 0.02% -121 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: 1,294 shares; 2024Q2: 1,454 shares; 2024Q3: 1,140 shares; 2024Q4: 178 shares; 2025Q1: 208 shares; 2025Q2: 334 shares; 2025Q3: 329 shares 329 $150K 0.02% -5 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,582 shares; 2024Q2: 2,625 shares; 2024Q3: 2,925 shares; 2024Q4: 2,405 shares; 2025Q1: 2,180 shares; 2025Q2: 2,273 shares; 2025Q3: 2,253 shares 2,253 $150K 0.02% -20 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,298 shares; 2024Q2: 10,852 shares; 2024Q3: 7,600 shares; 2024Q4: 4,490 shares; 2025Q1: 3,792 shares; 2025Q2: 3,435 shares; 2025Q3: 3,043 shares 3,043 $149K 0.02% -392 Timeline ROBO 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 2,263 shares 2,263 $148K 0.02% +2,161 Timeline SMDV 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: 2,485 shares; 2024Q2: 2,429 shares; 2024Q3: 2,184 shares; 2024Q4: 2,250 shares; 2025Q1: 2,200 shares; 2025Q2: 2,201 shares; 2025Q3: 2,202 shares 2,202 $147K 0.02% +1 Timeline IYJ 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: 3,530 shares; 2024Q2: 2,598 shares; 2024Q3: 2,320 shares; 2024Q4: 2,230 shares; 2025Q1: 2,196 shares; 2025Q2: 1,442 shares; 2025Q3: 1,001 shares 1,001 $146K 0.02% -441 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,429 shares; 2024Q2: 3,429 shares; 2024Q3: 3,429 shares; 2024Q4: 3,542 shares; 2025Q1: 2,361 shares; 2025Q2: 3,573 shares; 2025Q3: 3,834 shares 3,834 $145K 0.02% +261 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: 2,445 shares; 2024Q2: 2,452 shares; 2024Q3: 2,459 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,931 shares 2,931 $145K 0.02% +800 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 224 shares; 2025Q2: 363 shares; 2025Q3: 1,056 shares 1,056 $143K 0.02% +693 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,750 shares; 2024Q2: 6,750 shares; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares 6,750 $143K 0.02% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 216 shares; 2025Q1: 384 shares; 2025Q2: 464 shares; 2025Q3: 2,171 shares 2,171 $141K 0.01% +1,707 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 774 shares; 2024Q2: 2,353 shares; 2024Q3: 2,351 shares; 2024Q4: 3,839 shares; 2025Q1: 4,337 shares; 2025Q2: 5,740 shares; 2025Q3: 5,231 shares 5,231 $141K 0.01% -509 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,101 shares; 2024Q2: 1,112 shares; 2024Q3: 1,118 shares; 2024Q4: 1,124 shares; 2025Q1: 1,132 shares; 2025Q2: 1,143 shares; 2025Q3: 1,154 shares 1,154 $140K 0.01% +11 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: 7,057 shares; 2024Q2: 7,587 shares; 2024Q3: 7,677 shares; 2024Q4: 7,700 shares; 2025Q1: 7,738 shares; 2025Q2: 1,882 shares; 2025Q3: 1,872 shares 1,872 $139K 0.01% -10 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,962 shares; 2024Q2: 3,695 shares; 2024Q3: 2,726 shares; 2024Q4: 2,171 shares; 2025Q1: 2,204 shares; 2025Q2: 1,859 shares; 2025Q3: 1,704 shares 1,704 $137K 0.01% -155 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 6,818 shares 6,818 $137K 0.01% +4,068 Timeline XMVM 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: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 2,226 shares 2,226 $137K 0.01% +1,761 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: 262 shares; 2024Q2: 504 shares; 2024Q3: 504 shares; 2024Q4: 521 shares; 2025Q1: 688 shares; 2025Q2: 706 shares; 2025Q3: 667 shares 667 $137K 0.01% -39 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 687 shares; 2024Q2: 687 shares; 2024Q3: 722 shares; 2024Q4: 723 shares; 2025Q1: 737 shares; 2025Q2: 746 shares; 2025Q3: 802 shares 802 $136K 0.01% +56 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: 644 shares; 2024Q2: 781 shares; 2024Q3: 761 shares; 2024Q4: 3,154 shares; 2025Q1: 3,705 shares; 2025Q2: 4,068 shares; 2025Q3: 4,269 shares 4,269 $136K 0.01% +201 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: 765 shares; 2024Q2: 2,159 shares; 2024Q3: 3,070 shares; 2024Q4: 2,289 shares; 2025Q1: 2,240 shares; 2025Q2: 2,516 shares; 2025Q3: 2,504 shares 2,504 $136K 0.01% -12 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 820 shares; 2024Q2: 665 shares; 2024Q3: 2,441 shares; 2024Q4: 1,460 shares; 2025Q1: 1,128 shares; 2025Q2: 1,317 shares; 2025Q3: 1,209 shares 1,209 $136K 0.01% -108 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,871 shares; 2024Q2: 1,841 shares; 2024Q3: 1,646 shares; 2024Q4: 1,641 shares; 2025Q1: 1,491 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares 1,286 $135K 0.01% 0 Timeline DCOR 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: not reported; 2024Q2: not reported; 2024Q3: 1,212 shares; 2024Q4: 1,442 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares 1,878 $135K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,056 shares; 2024Q2: 1,485 shares; 2024Q3: 1,404 shares; 2024Q4: 1,281 shares; 2025Q1: 1,761 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares 1,790 $135K 0.01% 0 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: 4,586 shares; 2024Q2: 5,015 shares; 2024Q3: 5,064 shares; 2024Q4: 5,221 shares; 2025Q1: 5,204 shares; 2025Q2: 5,276 shares; 2025Q3: 3,997 shares 3,997 $135K 0.01% -1,279 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: 1,186 shares; 2024Q2: 1,338 shares; 2024Q3: 1,338 shares; 2024Q4: 1,347 shares; 2025Q1: 1,375 shares; 2025Q2: 1,405 shares; 2025Q3: 1,433 shares 1,433 $134K 0.01% +28 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: 4,068 shares; 2024Q2: 4,098 shares; 2024Q3: 3,214 shares; 2024Q4: 3,014 shares; 2025Q1: 2,167 shares; 2025Q2: 2,152 shares; 2025Q3: 2,153 shares 2,153 $134K 0.01% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 869 shares; 2024Q2: 869 shares; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 922 shares; 2025Q2: 873 shares; 2025Q3: 873 shares 873 $133K 0.01% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 35,992 shares; 2024Q2: 37,893 shares; 2024Q3: 21,184 shares; 2024Q4: 20,184 shares; 2025Q1: 15,350 shares; 2025Q2: 15,479 shares; 2025Q3: 13,935 shares 13,935 $132K 0.01% -1,544 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,785 shares; 2024Q2: 1,725 shares; 2024Q3: 1,730 shares; 2024Q4: 1,474 shares; 2025Q1: 1,294 shares; 2025Q2: 1,065 shares; 2025Q3: 1,042 shares 1,042 $130K 0.01% -23 Timeline VDE 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: 1,018 shares; 2024Q2: 1,018 shares; 2024Q3: 1,097 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,016 shares 1,016 $128K 0.01% -152 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,499 shares; 2024Q2: 1,508 shares; 2024Q3: 1,515 shares; 2024Q4: 1,516 shares; 2025Q1: 1,523 shares; 2025Q2: 1,533 shares; 2025Q3: 1,540 shares 1,540 $127K 0.01% +7 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: 1,232 shares; 2024Q2: 1,232 shares; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 964 shares; 2025Q2: 982 shares; 2025Q3: 982 shares 982 $126K 0.01% 0 Timeline PCEF 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: 10,101 shares; 2024Q2: 10,145 shares; 2024Q3: 8,949 shares; 2024Q4: 8,318 shares; 2025Q1: 8,360 shares; 2025Q2: 6,305 shares; 2025Q3: 6,305 shares 6,305 $126K 0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 340 shares; 2024Q2: 340 shares; 2024Q3: 340 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares 405 $125K 0.01% 0 Timeline ARTY 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: 2,251 shares; 2024Q2: 2,261 shares; 2024Q3: 2,261 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 2,110 shares; 2025Q3: 2,730 shares 2,730 $125K 0.01% +620 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 920 shares; 2024Q2: 920 shares; 2024Q3: 920 shares; 2024Q4: 922 shares; 2025Q1: 926 shares; 2025Q2: 929 shares; 2025Q3: 930 shares 930 $124K 0.01% +1 Timeline CVMC 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: not reported; 2024Q2: 1,527 shares; 2024Q3: 1,527 shares; 2024Q4: 1,527 shares; 2025Q1: 1,527 shares; 2025Q2: 1,953 shares; 2025Q3: 1,953 shares 1,953 $124K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 576 shares; 2024Q4: 1,045 shares; 2025Q1: 309 shares; 2025Q2: 265 shares; 2025Q3: 134 shares 134 $124K 0.01% -131 Timeline CFA 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: not reported; 2024Q2: not reported; 2024Q3: 1,346 shares; 2024Q4: 1,348 shares; 2025Q1: 1,350 shares; 2025Q2: 1,352 shares; 2025Q3: 1,354 shares 1,354 $123K 0.01% +2 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 400 shares; 2024Q2: 1,463 shares; 2024Q3: 1,464 shares; 2024Q4: 1,465 shares; 2025Q1: 2,779 shares; 2025Q2: 2,788 shares; 2025Q3: 2,798 shares 2,798 $123K 0.01% +10 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: 437 shares; 2024Q2: 357 shares; 2024Q3: 521 shares; 2024Q4: 818 shares; 2025Q1: 706 shares; 2025Q2: 752 shares; 2025Q3: 742 shares 742 $122K 0.01% -10 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 608 shares; 2024Q2: 514 shares; 2024Q3: 514 shares; 2024Q4: 1,384 shares; 2025Q1: 1,484 shares; 2025Q2: 1,428 shares; 2025Q3: 1,328 shares 1,328 $122K 0.01% -100 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: 454 shares; 2024Q2: 733 shares; 2024Q3: 986 shares; 2024Q4: 967 shares; 2025Q1: 1,150 shares; 2025Q2: 1,236 shares; 2025Q3: 1,441 shares 1,441 $121K 0.01% +205 Timeline MILN 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: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 550 shares; 2025Q1: 1,934 shares; 2025Q2: 2,364 shares; 2025Q3: 2,442 shares 2,442 $121K 0.01% +78 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: 10,775 shares; 2024Q2: 10,775 shares; 2024Q3: 10,775 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $120K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 765 shares; 2024Q2: 789 shares; 2024Q3: 839 shares; 2024Q4: 939 shares; 2025Q1: 1,939 shares; 2025Q2: 1,945 shares; 2025Q3: 1,870 shares 1,870 $120K 0.01% -75 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: 2,589 shares; 2024Q2: 2,565 shares; 2024Q3: 2,465 shares; 2024Q4: 2,467 shares; 2025Q1: 2,129 shares; 2025Q2: 2,100 shares; 2025Q3: 1,978 shares 1,978 $119K 0.01% -122 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,582 shares; 2024Q2: 2,644 shares; 2024Q3: 1,882 shares; 2024Q4: 1,071 shares; 2025Q1: 824 shares; 2025Q2: 796 shares; 2025Q3: 429 shares 429 $119K 0.01% -367 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 1,492 shares 1,492 $119K 0.01% +1,082 Timeline JPEM 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: 1,966 shares; 2024Q2: 1,968 shares; 2024Q3: 1,759 shares; 2024Q4: 1,901 shares; 2025Q1: 2,014 shares; 2025Q2: 2,015 shares; 2025Q3: 2,016 shares 2,016 $119K 0.01% +1 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: 953 shares; 2024Q2: 1,253 shares; 2024Q3: 970 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 999 shares; 2025Q3: 959 shares 959 $119K 0.01% -40 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,518 shares; 2024Q2: 1,705 shares; 2024Q3: 1,721 shares; 2024Q4: 1,716 shares; 2025Q1: 1,782 shares; 2025Q2: 1,677 shares; 2025Q3: 1,558 shares 1,558 $118K 0.01% -119 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: 954 shares; 2024Q2: 828 shares; 2024Q3: 828 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares 454 $118K 0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,932 shares; 2024Q2: 6,932 shares; 2024Q3: 6,932 shares; 2024Q4: 6,932 shares; 2025Q1: 6,932 shares; 2025Q2: 6,932 shares; 2025Q3: 6,932 shares 6,932 $118K 0.01% 0 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: not reported; 2024Q2: 1,706 shares; 2024Q3: 1,909 shares; 2024Q4: 2,179 shares; 2025Q1: 3,292 shares; 2025Q2: 3,067 shares; 2025Q3: 2,521 shares 2,521 $118K 0.01% -546 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: 996 shares; 2024Q2: 946 shares; 2024Q3: 947 shares; 2024Q4: 946 shares; 2025Q1: 473 shares; 2025Q2: 478 shares; 2025Q3: 478 shares 478 $117K 0.01% 0 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: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 1,606 shares 1,606 $117K 0.01% +1,600 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: 370 shares; 2024Q2: 542 shares; 2024Q3: 572 shares; 2024Q4: 623 shares; 2025Q1: 717 shares; 2025Q2: 758 shares; 2025Q3: 660 shares 660 $117K 0.01% -98 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,682 shares; 2024Q2: 2,682 shares; 2024Q3: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 16,652 shares; 2025Q2: 20,288 shares; 2025Q3: 16,652 shares 16,652 $115K 0.01% -3,636 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,829 shares; 2024Q2: 6,286 shares; 2024Q3: 3,651 shares; 2024Q4: 1,688 shares; 2025Q1: 954 shares; 2025Q2: 838 shares; 2025Q3: 656 shares 656 $112K 0.01% -182 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,600 shares; 2024Q2: 2,379 shares; 2024Q3: 2,379 shares; 2024Q4: 3,154 shares; 2025Q1: 5,738 shares; 2025Q2: 5,738 shares; 2025Q3: 5,738 shares 5,738 $112K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,176 shares; 2024Q2: 3,446 shares; 2024Q3: 1,188 shares; 2024Q4: 1,448 shares; 2025Q1: 1,325 shares; 2025Q2: 1,538 shares; 2025Q3: 973 shares 973 $112K 0.01% -565 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: 6,937 shares; 2024Q2: 3,737 shares; 2024Q3: 2,082 shares; 2024Q4: 2,082 shares; 2025Q1: 6,072 shares; 2025Q2: 6,146 shares; 2025Q3: 6,072 shares 6,072 $111K 0.01% -74 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 817 shares; 2024Q3: 827 shares; 2024Q4: 1,057 shares; 2025Q1: 961 shares; 2025Q2: 1,522 shares; 2025Q3: 2,301 shares 2,301 $111K 0.01% +779 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: 1,964 shares; 2024Q2: 2,035 shares; 2024Q3: 1,102 shares; 2024Q4: 1,108 shares; 2025Q1: 1,112 shares; 2025Q2: 1,116 shares; 2025Q3: 1,119 shares 1,119 $110K 0.01% +3 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: 4,550 shares; 2024Q2: 4,271 shares; 2024Q3: 4,363 shares; 2024Q4: 3,698 shares; 2025Q1: 3,960 shares; 2025Q2: 2,743 shares; 2025Q3: 2,097 shares 2,097 $108K 0.01% -646 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: 268 shares; 2024Q2: 447 shares; 2024Q3: 647 shares; 2024Q4: 469 shares; 2025Q1: 511 shares; 2025Q2: 622 shares; 2025Q3: 624 shares 624 $108K 0.01% +2 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,217 shares; 2024Q2: 5,924 shares; 2024Q3: 6,436 shares; 2024Q4: 7,099 shares; 2025Q1: 5,801 shares; 2025Q2: 5,845 shares; 2025Q3: 5,876 shares 5,876 $107K 0.01% +31 Timeline NUGO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: 2,966 shares; 2025Q2: 3,014 shares; 2025Q3: 2,720 shares 2,720 $107K 0.01% -294 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 688 shares; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 939 shares 939 $107K 0.01% +35 Timeline SPYX 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: 688 shares; 2024Q2: 690 shares; 2024Q3: 691 shares; 2024Q4: 693 shares; 2025Q1: 695 shares; 2025Q2: 1,940 shares; 2025Q3: 1,945 shares 1,945 $107K 0.01% +5 Timeline ONEY 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 936 shares 936 $106K 0.01% +668 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,072 shares; 2024Q2: 944 shares; 2024Q3: 816 shares; 2024Q4: 801 shares; 2025Q1: 768 shares; 2025Q2: 747 shares; 2025Q3: 747 shares 747 $106K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,584 shares; 2024Q2: 1,440 shares; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares 1,420 $106K 0.01% 0 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: 661 shares; 2024Q2: 661 shares; 2024Q3: 661 shares; 2024Q4: 662 shares; 2025Q1: 663 shares; 2025Q2: 668 shares; 2025Q3: 730 shares 730 $106K 0.01% +62 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: 2,215 shares; 2024Q2: 2,215 shares; 2024Q3: 2,335 shares; 2024Q4: 2,215 shares; 2025Q1: 2,215 shares; 2025Q2: 2,215 shares; 2025Q3: 1,790 shares 1,790 $105K 0.01% -425 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: 70 shares; 2024Q2: 267 shares; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 264 shares; 2025Q2: 271 shares; 2025Q3: 307 shares 307 $105K 0.01% +36 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: 788 shares; 2024Q2: 806 shares; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 807 shares; 2025Q2: 1,814 shares; 2025Q3: 2,114 shares 2,114 $104K 0.01% +300 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,584 shares; 2024Q2: 4,469 shares; 2024Q3: 4,495 shares; 2024Q4: 4,516 shares; 2025Q1: 3,053 shares; 2025Q2: 3,077 shares; 2025Q3: 2,555 shares 2,555 $104K 0.01% -522 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,509 shares; 2024Q2: 11,509 shares; 2024Q3: 11,509 shares; 2024Q4: 11,509 shares; 2025Q1: 11,509 shares; 2025Q2: 11,509 shares; 2025Q3: 11,509 shares 11,509 $103K 0.01% 0 Timeline IWX 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: 1,177 shares; 2024Q2: 1,177 shares; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares 1,177 $103K 0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 335 shares; 2024Q2: 335 shares; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares 1,350 $103K 0.01% 0 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: 185 shares; 2024Q2: 426 shares; 2024Q3: 643 shares; 2024Q4: 508 shares; 2025Q1: 534 shares; 2025Q2: 514 shares; 2025Q3: 589 shares 589 $103K 0.01% +75 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 39 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 44 shares 44 $103K 0.01% -2 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,597 shares; 2024Q2: 4,597 shares; 2024Q3: 4,597 shares; 2024Q4: 4,597 shares; 2025Q1: 4,597 shares; 2025Q2: 4,597 shares; 2025Q3: 4,597 shares 4,597 $102K 0.01% 0 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: 2,425 shares; 2024Q2: 2,496 shares; 2024Q3: 2,297 shares; 2024Q4: 1,698 shares; 2025Q1: 1,602 shares; 2025Q2: 1,624 shares; 2025Q3: 1,625 shares 1,625 $102K 0.01% +1 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 628 shares; 2024Q2: 549 shares; 2024Q3: 551 shares; 2024Q4: 528 shares; 2025Q1: 486 shares; 2025Q2: 488 shares; 2025Q3: 441 shares 441 $101K 0.01% -47 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,113 shares; 2024Q2: 1,874 shares; 2024Q3: 1,876 shares; 2024Q4: 1,878 shares; 2025Q1: 1,879 shares; 2025Q2: 1,856 shares; 2025Q3: 1,767 shares 1,767 $101K 0.01% -89 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: 150 shares; 2024Q2: 359 shares; 2024Q3: 525 shares; 2024Q4: 375 shares; 2025Q1: 396 shares; 2025Q2: 562 shares; 2025Q3: 565 shares 565 $101K 0.01% +3 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: 3,736 shares; 2024Q2: 703 shares; 2024Q3: 873 shares; 2024Q4: 815 shares; 2025Q1: 709 shares; 2025Q2: 642 shares; 2025Q3: 651 shares 651 $101K 0.01% +9 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 474 shares; 2024Q3: 480 shares; 2024Q4: 497 shares; 2025Q1: 466 shares; 2025Q2: 525 shares; 2025Q3: 482 shares 482 $101K 0.01% -43 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,671 shares; 2024Q2: 3,671 shares; 2024Q3: 3,671 shares; 2024Q4: 3,516 shares; 2025Q1: 3,116 shares; 2025Q2: 3,122 shares; 2025Q3: 3,122 shares 3,122 $100K 0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,697 shares; 2024Q2: 1,697 shares; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares 1,597 $98.4K 0.01% 0 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,810 shares; 2025Q2: 26,810 shares; 2025Q3: 26,810 shares 26,810 $97.9K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 357 shares; 2024Q2: 307 shares; 2024Q3: 267 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 247 shares 247 $97.8K 0.01% -1 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 250 shares; 2025Q2: 237 shares; 2025Q3: 397 shares 397 $97.8K 0.01% +160 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: 500 shares; 2024Q2: 500 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 1,049 shares; 2025Q2: 1,250 shares; 2025Q3: 1,550 shares 1,550 $97.5K 0.01% +300 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,762 shares; 2024Q2: 2,762 shares; 2024Q3: 2,762 shares; 2024Q4: 2,712 shares; 2025Q1: 1,743 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares 2,190 $97.3K 0.01% 0 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: 446 shares; 2024Q2: 500 shares; 2024Q3: 425 shares; 2024Q4: 392 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 379 shares 379 $96.5K 0.01% -10 Timeline