PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,562 shares; 2025Q1: 1,454 shares; 2025Q2: 1,130 shares; 2025Q3: 1,115 shares 1,115 $845K 0.02% -15 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,464 shares; 2024Q4: 9,593 shares; 2025Q1: 10,898 shares; 2025Q2: 10,036 shares; 2025Q3: 10,249 shares 10,249 $845K 0.02% +213 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,221 shares; 2025Q3: 27,367 shares 27,367 $843K 0.02% +15,146 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares 10,200 $837K 0.02% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 11,620 shares; 2025Q1: 15,202 shares; 2025Q2: 16,237 shares; 2025Q3: 16,319 shares 16,319 $836K 0.02% +82 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 7,946 shares; 2025Q1: 4,989 shares; 2025Q2: 4,970 shares; 2025Q3: 5,153 shares 5,153 $828K 0.02% +183 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,068 shares; 2024Q4: 29,909 shares; 2025Q1: 29,574 shares; 2025Q2: 29,187 shares; 2025Q3: 28,122 shares 28,122 $827K 0.02% -1,065 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 31,485 shares; 2025Q1: 5,452 shares; 2025Q2: 5,160 shares; 2025Q3: 7,590 shares 7,590 $824K 0.02% +2,430 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,978 shares; 2024Q4: 18,393 shares; 2025Q1: 18,276 shares; 2025Q2: 17,141 shares; 2025Q3: 16,693 shares 16,693 $823K 0.02% -448 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,589 shares; 2024Q4: 8,203 shares; 2025Q1: 7,572 shares; 2025Q2: 7,223 shares; 2025Q3: 6,578 shares 6,578 $822K 0.02% -645 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 4,774 shares; 2025Q1: 4,246 shares; 2025Q2: 4,533 shares; 2025Q3: 4,617 shares 4,617 $822K 0.02% +84 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: not reported; 2025Q1: 13,132 shares; 2025Q2: 8,049 shares; 2025Q3: 4,000 shares 4,000 $817K 0.02% -4,049 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: not reported; 2025Q1: 11,251 shares; 2025Q2: 11,219 shares; 2025Q3: 24,012 shares 24,012 $814K 0.02% +12,793 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,275 shares; 2025Q1: 3,772 shares; 2025Q2: 3,083 shares; 2025Q3: 2,765 shares 2,765 $811K 0.02% -318 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,601 shares; 2025Q1: 2,902 shares; 2025Q2: 2,889 shares; 2025Q3: 2,943 shares 2,943 $801K 0.02% +54 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,245 shares; 2025Q2: 10,895 shares; 2025Q3: 15,800 shares 15,800 $799K 0.02% +4,905 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,016 shares; 2025Q3: 11,787 shares 11,787 $799K 0.02% +1,771 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,082 shares; 2025Q1: 4,083 shares; 2025Q2: 11,994 shares; 2025Q3: 11,995 shares 11,995 $797K 0.02% +1 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,804 shares; 2024Q4: 20,924 shares; 2025Q1: 19,310 shares; 2025Q2: 6,848 shares; 2025Q3: 6,959 shares 6,959 $797K 0.02% +111 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,320 shares; 2025Q1: 22,048 shares; 2025Q2: 21,569 shares; 2025Q3: 20,125 shares 20,125 $789K 0.02% -1,444 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 6,234 shares; 2025Q1: 7,272 shares; 2025Q2: 13,376 shares; 2025Q3: 14,996 shares 14,996 $787K 0.02% +1,620 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,763 shares; 2025Q1: 2,782 shares; 2025Q2: 2,711 shares; 2025Q3: 2,432 shares 2,432 $787K 0.02% -279 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,712 shares; 2024Q4: 18,609 shares; 2025Q1: 19,042 shares; 2025Q2: 19,317 shares; 2025Q3: 15,422 shares 15,422 $782K 0.02% -3,895 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,250 shares; 2024Q4: 14,278 shares; 2025Q1: 14,280 shares; 2025Q2: 12,986 shares; 2025Q3: 11,842 shares 11,842 $780K 0.02% -1,144 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,481 shares; 2025Q3: 8,481 shares 8,481 $777K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,007 shares; 2024Q4: 23,839 shares; 2025Q1: 21,106 shares; 2025Q2: 17,445 shares; 2025Q3: 16,433 shares 16,433 $776K 0.02% -1,012 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,862 shares; 2024Q4: 12,006 shares; 2025Q1: 11,683 shares; 2025Q2: 10,830 shares; 2025Q3: 10,556 shares 10,556 $771K 0.02% -274 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,693 shares; 2025Q1: 2,766 shares; 2025Q2: 2,788 shares; 2025Q3: 2,756 shares 2,756 $769K 0.02% -32 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 1,050 shares; 2025Q1: 941 shares; 2025Q2: 942 shares; 2025Q3: 807 shares 807 $768K 0.02% -135 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,766 shares; 2024Q4: 7,741 shares; 2025Q1: 7,663 shares; 2025Q2: 7,313 shares; 2025Q3: 7,364 shares 7,364 $764K 0.02% +51 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,041 shares; 2025Q3: 27,284 shares 27,284 $763K 0.02% +4,243 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,581 shares; 2024Q4: 11,365 shares; 2025Q1: 12,606 shares; 2025Q2: 8,983 shares; 2025Q3: 9,281 shares 9,281 $761K 0.02% +298 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,164 shares; 2024Q4: 22,209 shares; 2025Q1: 13,857 shares; 2025Q2: 12,710 shares; 2025Q3: 12,656 shares 12,656 $759K 0.02% -54 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 6,714 shares; 2025Q1: 4,029 shares; 2025Q2: 4,119 shares; 2025Q3: 3,875 shares 3,875 $759K 0.02% -244 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,873 shares; 2024Q4: 22,626 shares; 2025Q1: 27,916 shares; 2025Q2: 24,568 shares; 2025Q3: 21,984 shares 21,984 $757K 0.02% -2,584 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,317 shares; 2025Q1: 7,414 shares; 2025Q2: 6,882 shares; 2025Q3: 7,190 shares 7,190 $743K 0.01% +308 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 10,841 shares; 2025Q1: 10,497 shares; 2025Q2: 8,945 shares; 2025Q3: 8,895 shares 8,895 $743K 0.01% -50 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,409 shares; 2024Q4: 16,409 shares; 2025Q1: 16,409 shares; 2025Q2: 16,409 shares; 2025Q3: 16,409 shares 16,409 $733K 0.01% 0 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,405 shares; 2025Q2: 14,781 shares; 2025Q3: 14,609 shares 14,609 $733K 0.01% -172 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,905 shares; 2024Q4: 90,097 shares; 2025Q1: 87,575 shares; 2025Q2: 18,393 shares; 2025Q3: 13,192 shares 13,192 $732K 0.01% -5,201 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,501 shares; 2024Q4: 42,673 shares; 2025Q1: 10,359 shares; 2025Q2: 6,153 shares; 2025Q3: 5,050 shares 5,050 $730K 0.01% -1,103 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 6,211 shares; 2025Q1: 6,611 shares; 2025Q2: 5,515 shares; 2025Q3: 5,584 shares 5,584 $728K 0.01% +69 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,252 shares; 2025Q1: 3,151 shares; 2025Q2: 3,408 shares; 2025Q3: 3,478 shares 3,478 $727K 0.01% +70 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,642 shares; 2025Q2: 20,756 shares; 2025Q3: 22,590 shares 22,590 $725K 0.01% +1,834 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,223 shares; 2024Q4: 23,231 shares; 2025Q1: 28,893 shares; 2025Q2: 25,561 shares; 2025Q3: 19,066 shares 19,066 $724K 0.01% -6,495 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 3,247 shares; 2025Q1: 4,264 shares; 2025Q2: 5,228 shares; 2025Q3: 2,931 shares 2,931 $724K 0.01% -2,297 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,034 shares 14,034 $724K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 3,917 shares; 2025Q1: 3,489 shares; 2025Q2: 3,229 shares; 2025Q3: 2,233 shares 2,233 $722K 0.01% -996 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 4,719 shares; 2025Q1: 4,404 shares; 2025Q2: 5,445 shares; 2025Q3: 5,814 shares 5,814 $717K 0.01% +369 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,279 shares; 2025Q2: 18,637 shares; 2025Q3: 18,462 shares 18,462 $717K 0.01% -175 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,899 shares; 2024Q4: 22,856 shares; 2025Q1: 19,430 shares; 2025Q2: 18,630 shares; 2025Q3: 20,054 shares 20,054 $712K 0.01% +1,424 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 6,250 shares; 2025Q1: 6,227 shares; 2025Q2: 6,216 shares; 2025Q3: 6,261 shares 6,261 $704K 0.01% +45 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,015 shares; 2025Q2: 4,076 shares; 2025Q3: 4,073 shares 4,073 $703K 0.01% -3 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,070 shares; 2025Q1: 7,548 shares; 2025Q2: 13,130 shares; 2025Q3: 13,446 shares 13,446 $703K 0.01% +316 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 1,822 shares; 2025Q1: 1,937 shares; 2025Q2: 2,120 shares; 2025Q3: 2,169 shares 2,169 $699K 0.01% +49 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,411 shares; 2024Q4: 27,933 shares; 2025Q1: 23,797 shares; 2025Q2: 21,317 shares; 2025Q3: 27,515 shares 27,515 $697K 0.01% +6,198 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,757 shares; 2025Q2: 13,743 shares; 2025Q3: 20,111 shares 20,111 $697K 0.01% +6,368 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,748 shares; 2025Q1: 4,715 shares; 2025Q2: 4,743 shares; 2025Q3: 4,894 shares 4,894 $696K 0.01% +151 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,278 shares; 2024Q4: 21,059 shares; 2025Q1: 18,986 shares; 2025Q2: 18,998 shares; 2025Q3: 16,721 shares 16,721 $692K 0.01% -2,277 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,345 shares; 2024Q4: 13,014 shares; 2025Q1: 14,514 shares; 2025Q2: 14,514 shares; 2025Q3: 13,614 shares 13,614 $690K 0.01% -900 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,624 shares; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,789 shares 2,789 $687K 0.01% +711 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,685 shares; 2025Q2: 3,547 shares; 2025Q3: 3,818 shares 3,818 $684K 0.01% +271 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,498 shares; 2024Q4: 9,523 shares; 2025Q1: 8,568 shares; 2025Q2: 8,459 shares; 2025Q3: 8,719 shares 8,719 $683K 0.01% +260 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 5,417 shares; 2025Q1: 5,767 shares; 2025Q2: 5,209 shares; 2025Q3: 5,234 shares 5,234 $679K 0.01% +25 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 3,966 shares; 2025Q1: 3,939 shares; 2025Q2: 3,788 shares; 2025Q3: 3,803 shares 3,803 $677K 0.01% +15 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,343 shares; 2025Q1: 3,380 shares; 2025Q2: 3,385 shares; 2025Q3: 3,402 shares 3,402 $673K 0.01% +17 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,676 shares; 2024Q4: 9,893 shares; 2025Q1: 17,121 shares; 2025Q2: 21,804 shares; 2025Q3: 19,937 shares 19,937 $672K 0.01% -1,867 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,084 shares; 2025Q1: 1,192 shares; 2025Q2: 916 shares; 2025Q3: 1,359 shares 1,359 $667K 0.01% +443 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,206 shares 2,206 $661K 0.01% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,956 shares; 2024Q4: 14,031 shares; 2025Q1: 14,825 shares; 2025Q2: 15,180 shares; 2025Q3: 12,476 shares 12,476 $651K 0.01% -2,704 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,682 shares; 2024Q4: 6,683 shares; 2025Q1: 6,275 shares; 2025Q2: 6,180 shares; 2025Q3: 7,172 shares 7,172 $641K 0.01% +992 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,427 shares; 2025Q1: 2,327 shares; 2025Q2: 2,230 shares; 2025Q3: 2,200 shares 2,200 $632K 0.01% -30 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,525 shares; 2024Q4: 17,246 shares; 2025Q1: 18,381 shares; 2025Q2: 13,549 shares; 2025Q3: 13,436 shares 13,436 $631K 0.01% -113 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,476 shares; 2025Q1: 4,461 shares; 2025Q2: 4,462 shares; 2025Q3: 4,466 shares 4,466 $629K 0.01% +4 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,484 shares; 2025Q1: 4,458 shares; 2025Q2: 4,504 shares; 2025Q3: 4,503 shares 4,503 $627K 0.01% -1 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 6,825 shares; 2025Q1: 10,176 shares; 2025Q2: 10,984 shares; 2025Q3: 10,539 shares 10,539 $626K 0.01% -445 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,493 shares 21,493 $626K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 6,397 shares; 2025Q1: 7,247 shares; 2025Q2: 7,442 shares; 2025Q3: 6,500 shares 6,500 $623K 0.01% -942 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,805 shares; 2025Q1: 2,220 shares; 2025Q2: 2,389 shares; 2025Q3: 2,420 shares 2,420 $620K 0.01% +31 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 9,618 shares; 2025Q1: 9,638 shares; 2025Q2: 9,452 shares; 2025Q3: 10,414 shares 10,414 $619K 0.01% +962 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,696 shares; 2024Q4: 17,111 shares; 2025Q1: 17,859 shares; 2025Q2: 17,820 shares; 2025Q3: 16,452 shares 16,452 $611K 0.01% -1,368 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 4,996 shares; 2025Q1: 5,735 shares; 2025Q2: 5,368 shares; 2025Q3: 4,272 shares 4,272 $605K 0.01% -1,096 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 5,532 shares; 2025Q1: 11,719 shares; 2025Q2: 12,858 shares; 2025Q3: 11,432 shares 11,432 $598K 0.01% -1,426 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,022 shares; 2024Q4: 49,628 shares; 2025Q1: 18,099 shares; 2025Q2: 17,460 shares; 2025Q3: 17,442 shares 17,442 $598K 0.01% -18 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 785 shares; 2025Q1: 778 shares; 2025Q2: 578 shares; 2025Q3: 614 shares 614 $594K 0.01% +36 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 5,582 shares; 2025Q1: 5,745 shares; 2025Q2: 6,231 shares; 2025Q3: 6,992 shares 6,992 $588K 0.01% +761 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,487 shares; 2025Q1: 2,925 shares; 2025Q2: 2,357 shares; 2025Q3: 2,255 shares 2,255 $585K 0.01% -102 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,520 shares; 2025Q2: 11,451 shares; 2025Q3: 10,976 shares 10,976 $584K 0.01% -475 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,578 shares; 2024Q4: 28,196 shares; 2025Q1: 26,594 shares; 2025Q2: 25,947 shares; 2025Q3: 25,634 shares 25,634 $582K 0.01% -313 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,685 shares; 2025Q2: 9,865 shares; 2025Q3: 11,946 shares 11,946 $582K 0.01% +2,081 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,932 shares; 2025Q2: 14,217 shares; 2025Q3: 14,054 shares 14,054 $578K 0.01% -163 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares; 2025Q3: 4,735 shares 4,735 $574K 0.01% +945 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 6,726 shares; 2025Q1: 6,876 shares; 2025Q2: 6,806 shares; 2025Q3: 6,727 shares 6,727 $574K 0.01% -79 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: restricted; 2024Q2: restricted; 2024Q3: 92,278 shares; 2024Q4: 87,595 shares; 2025Q1: 88,003 shares; 2025Q2: 95,233 shares; 2025Q3: 82,675 shares 82,675 $571K 0.01% -12,558 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: restricted; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,509 shares; 2025Q1: 6,513 shares; 2025Q2: 6,704 shares; 2025Q3: 6,496 shares 6,496 $569K 0.01% -208 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,463 shares 7,463 $569K 0.01% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,571 shares; 2025Q2: 14,252 shares; 2025Q3: 15,906 shares 15,906 $568K 0.01% +1,654 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,589 shares; 2025Q1: 4,242 shares; 2025Q2: 3,879 shares; 2025Q3: 3,864 shares 3,864 $563K 0.01% -15 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,345 shares; 2025Q1: 26,977 shares; 2025Q2: 23,027 shares; 2025Q3: 24,158 shares 24,158 $561K 0.01% +1,131 QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,821 shares; 2024Q4: 28,882 shares; 2025Q1: 30,479 shares; 2025Q2: 29,954 shares; 2025Q3: 32,809 shares 32,809 $558K 0.01% +2,855 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 6,078 shares; 2025Q1: 6,078 shares; 2025Q2: 7,513 shares; 2025Q3: 6,623 shares 6,623 $557K 0.01% -890 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,627 shares; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 2,831 shares 2,831 $554K 0.01% -239 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 228 shares; 2025Q1: 273 shares; 2025Q2: 238 shares; 2025Q3: 237 shares 237 $554K 0.01% -1 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,624 shares; 2025Q1: 3,637 shares; 2025Q2: 3,625 shares; 2025Q3: 3,627 shares 3,627 $553K 0.01% +2 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 163,026 shares; 2025Q1: 160,626 shares; 2025Q2: 14,303 shares; 2025Q3: 13,703 shares 13,703 $553K 0.01% -600 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,997 shares; 2025Q3: 20,250 shares 20,250 $553K 0.01% +1,253 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,592 shares; 2024Q4: 43,592 shares; 2025Q1: 43,592 shares; 2025Q2: 43,592 shares; 2025Q3: 43,592 shares 43,592 $547K 0.01% 0 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: restricted; 2024Q2: restricted; 2024Q3: 13,035 shares; 2024Q4: 12,353 shares; 2025Q1: 11,986 shares; 2025Q2: 9,758 shares; 2025Q3: 8,143 shares 8,143 $543K 0.01% -1,615 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,954 shares; 2025Q1: 5,993 shares; 2025Q2: 5,196 shares; 2025Q3: 4,899 shares 4,899 $543K 0.01% -297 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,609 shares; 2025Q1: 5,368 shares; 2025Q2: 7,032 shares; 2025Q3: 5,915 shares 5,915 $541K 0.01% -1,117 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,518 shares; 2025Q3: 7,140 shares 7,140 $540K 0.01% -378 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,325 shares; 2024Q4: 26,631 shares; 2025Q1: 8,043 shares; 2025Q2: 2,278 shares; 2025Q3: 2,263 shares 2,263 $534K 0.01% -15 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,663 shares; 2025Q2: 2,997 shares; 2025Q3: 3,156 shares 3,156 $532K 0.01% +159 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,356 shares; 2025Q1: 25,866 shares; 2025Q2: 20,864 shares; 2025Q3: 21,120 shares 21,120 $532K 0.01% +256 SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,101 shares; 2025Q1: 25,133 shares; 2025Q2: 25,173 shares; 2025Q3: 25,673 shares 25,673 $530K 0.01% +500 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 6,361 shares; 2025Q1: 5,423 shares; 2025Q2: 5,114 shares; 2025Q3: 5,158 shares 5,158 $523K 0.01% +44 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,514 shares 28,514 $521K 0.01% new Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,608 shares; 2024Q4: 19,608 shares; 2025Q1: 31,627 shares; 2025Q2: 26,017 shares; 2025Q3: 22,601 shares 22,601 $518K 0.01% -3,416 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,200 shares; 2025Q1: 4,203 shares; 2025Q2: 3,569 shares; 2025Q3: 3,465 shares 3,465 $511K 0.01% -104 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 6,324 shares; 2025Q1: 5,817 shares; 2025Q2: 5,942 shares; 2025Q3: 5,659 shares 5,659 $508K 0.01% -283 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,269 shares; 2025Q1: 10,637 shares; 2025Q2: 5,471 shares; 2025Q3: 5,475 shares 5,475 $506K 0.01% +4 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 11,987 shares; 2025Q1: 10,987 shares; 2025Q2: 10,989 shares; 2025Q3: 9,990 shares 9,990 $501K 0.01% -999 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,035 shares; 2024Q4: 7,075 shares; 2025Q1: 7,429 shares; 2025Q2: 5,248 shares; 2025Q3: 8,368 shares 8,368 $500K 0.01% +3,120 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: restricted; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 4,932 shares; 2025Q1: 5,407 shares; 2025Q2: 5,351 shares; 2025Q3: 5,469 shares 5,469 $498K 0.01% +118 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,617 shares; 2024Q4: 15,578 shares; 2025Q1: 3,535 shares; 2025Q2: 2,013 shares; 2025Q3: 1,458 shares 1,458 $497K 0.01% -555 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 5,098 shares; 2025Q1: 5,172 shares; 2025Q2: 5,226 shares; 2025Q3: 4,801 shares 4,801 $493K 0.01% -425 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 5,651 shares; 2025Q1: 5,678 shares; 2025Q2: 3,762 shares; 2025Q3: 3,413 shares 3,413 $493K 0.01% -349 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,402 shares; 2025Q2: 2,457 shares; 2025Q3: 2,510 shares 2,510 $493K 0.01% +53 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,547 shares; 2025Q1: 33,794 shares; 2025Q2: 11,849 shares; 2025Q3: 11,949 shares 11,949 $491K 0.01% +100 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 4,929 shares; 2025Q1: 6,935 shares; 2025Q2: 10,016 shares; 2025Q3: 10,433 shares 10,433 $490K 0.01% +417 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 12,738 shares; 2025Q1: 15,466 shares; 2025Q2: 16,314 shares; 2025Q3: 15,455 shares 15,455 $489K 0.01% -859 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 19,251 shares; 2025Q1: 19,142 shares; 2025Q2: 20,042 shares; 2025Q3: 19,721 shares 19,721 $489K 0.01% -321 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 7,261 shares; 2025Q1: 7,361 shares; 2025Q2: 6,258 shares; 2025Q3: 5,780 shares 5,780 $486K 0.01% -478 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,407 shares; 2025Q1: 3,410 shares; 2025Q2: 3,389 shares; 2025Q3: 3,391 shares 3,391 $478K 0.01% +2 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 5,916 shares; 2025Q1: 5,761 shares; 2025Q2: 5,766 shares; 2025Q3: 5,639 shares 5,639 $478K 0.01% -127 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,950 shares; 2025Q3: 7,970 shares 7,970 $478K 0.01% +1,020 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,135 shares; 2024Q4: 14,681 shares; 2025Q1: 14,583 shares; 2025Q2: 14,586 shares; 2025Q3: 14,520 shares 14,520 $478K 0.01% -66 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 12,043 shares; 2025Q1: 10,564 shares; 2025Q2: 8,087 shares; 2025Q3: 7,577 shares 7,577 $466K 0.01% -510 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 1,301 shares; 2025Q3: 2,872 shares 2,872 $465K 0.01% +1,571 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,892 shares; 2025Q2: 18,545 shares; 2025Q3: 18,760 shares 18,760 $465K 0.01% +215 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 4,523 shares; 2025Q1: 4,953 shares; 2025Q2: 4,856 shares; 2025Q3: 5,156 shares 5,156 $464K 0.01% +300 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,406 shares; 2024Q4: 15,782 shares; 2025Q1: 15,723 shares; 2025Q2: 18,138 shares; 2025Q3: 17,908 shares 17,908 $463K 0.01% -230 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,702 shares; 2025Q1: 3,705 shares; 2025Q2: 6,628 shares; 2025Q3: 6,674 shares 6,674 $463K 0.01% +46 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,700 shares; 2025Q1: 2,615 shares; 2025Q2: 2,569 shares; 2025Q3: 2,522 shares 2,522 $463K 0.01% -47 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,970 shares; 2024Q4: 34,203 shares; 2025Q1: 35,376 shares; 2025Q2: 32,942 shares; 2025Q3: 10,197 shares 10,197 $460K 0.01% -22,745 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,702 shares; 2025Q1: 3,705 shares; 2025Q2: 3,741 shares; 2025Q3: 3,778 shares 3,778 $459K 0.01% +37 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,254 shares; 2025Q1: 3,064 shares; 2025Q2: 2,143 shares; 2025Q3: 4,012 shares 4,012 $456K 0.01% +1,869 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: restricted; 2024Q2: restricted; 2024Q3: 30,461 shares; 2024Q4: 30,507 shares; 2025Q1: 30,507 shares; 2025Q2: 29,707 shares; 2025Q3: 30,477 shares 30,477 $455K 0.01% +770 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 56 shares; 2025Q3: 56 shares 56 $450K 0.01% 0 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,953 shares; 2024Q4: 532,525 shares; 2025Q1: 541,193 shares; 2025Q2: 8,246 shares; 2025Q3: 9,536 shares 9,536 $448K 0.01% +1,290 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,929 shares; 2024Q4: 22,591 shares; 2025Q1: 22,159 shares; 2025Q2: 1,882 shares; 2025Q3: 1,904 shares 1,904 $448K 0.01% +22 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,478 shares; 2025Q1: 1,363 shares; 2025Q2: 1,277 shares; 2025Q3: 1,279 shares 1,279 $447K 0.01% +2 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: restricted; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 6,026 shares; 2025Q1: 6,086 shares; 2025Q2: 6,001 shares; 2025Q3: 6,002 shares 6,002 $446K 0.01% +1 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,744 shares; 2025Q2: 1,772 shares; 2025Q3: 1,817 shares 1,817 $446K 0.01% +45 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,720 shares; 2025Q1: 21,879 shares; 2025Q2: 5,806 shares; 2025Q3: 5,744 shares 5,744 $446K 0.01% -62 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,433 shares; 2025Q1: 5,433 shares; 2025Q2: 5,433 shares; 2025Q3: 5,433 shares 5,433 $445K 0.01% 0 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,090 shares; 2025Q3: 8,090 shares 8,090 $444K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,866 shares; 2025Q1: 3,527 shares; 2025Q2: 4,719 shares; 2025Q3: 4,773 shares 4,773 $444K 0.01% +54 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,024 shares; 2024Q4: 35,800 shares; 2025Q1: 21,197 shares; 2025Q2: 12,681 shares; 2025Q3: 12,856 shares 12,856 $442K 0.01% +175 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 4,449 shares 4,449 $437K 0.01% +1,212 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 18,485 shares; 2025Q1: 16,985 shares; 2025Q2: 16,985 shares; 2025Q3: 18,985 shares 18,985 $437K 0.01% +2,000 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 4,955 shares; 2025Q1: 4,913 shares; 2025Q2: 2,734 shares; 2025Q3: 2,684 shares 2,684 $436K 0.01% -50 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,444 shares; 2024Q4: 8,799 shares; 2025Q1: 10,038 shares; 2025Q2: 9,845 shares; 2025Q3: 9,919 shares 9,919 $434K 0.01% +74 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,390 shares; 2024Q4: 25,205 shares; 2025Q1: 26,355 shares; 2025Q2: 3,278 shares; 2025Q3: 2,308 shares 2,308 $433K 0.01% -970 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,437 shares; 2024Q4: 9,519 shares; 2025Q1: 7,334 shares; 2025Q2: 7,142 shares; 2025Q3: 7,239 shares 7,239 $433K 0.01% +97 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,891 shares; 2025Q1: 6,061 shares; 2025Q2: 5,853 shares; 2025Q3: 5,879 shares 5,879 $432K 0.01% +26 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 1,959 shares; 2025Q1: 1,966 shares; 2025Q2: 2,085 shares; 2025Q3: 2,102 shares 2,102 $431K 0.01% +17 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 181 shares; 2025Q1: 187 shares; 2025Q2: 3,187 shares; 2025Q3: 3,961 shares 3,961 $427K 0.01% +774 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,006 shares; 2025Q3: 14,044 shares 14,044 $427K 0.01% +2,038 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,503 shares; 2025Q1: 1,507 shares; 2025Q2: 1,511 shares; 2025Q3: 1,517 shares 1,517 $421K 0.01% +6 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,262 shares; 2025Q3: 5,964 shares 5,964 $421K 0.01% -4,298 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,459 shares; 2025Q3: 4,391 shares 4,391 $420K 0.01% -54,068 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 520 shares; 2025Q1: 376 shares; 2025Q2: 387 shares; 2025Q3: 437 shares 437 $417K 0.01% +50 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,162 shares; 2025Q1: 3,669 shares; 2025Q2: 3,714 shares; 2025Q3: 3,716 shares 3,716 $416K 0.01% +2 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 958 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 959 shares 959 $414K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 5,274 shares; 2025Q1: 5,138 shares; 2025Q2: 5,032 shares; 2025Q3: 5,062 shares 5,062 $412K 0.01% +30 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,172 shares; 2024Q4: 5,173 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 5,141 shares 5,141 $411K 0.01% +212 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 11,988 shares; 2025Q1: 9,980 shares; 2025Q2: 9,980 shares; 2025Q3: 9,905 shares 9,905 $410K 0.01% -75 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,714 shares; 2024Q4: 17,101 shares; 2025Q1: 17,286 shares; 2025Q2: 15,954 shares; 2025Q3: 6,971 shares 6,971 $410K 0.01% -8,983 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 1,883 shares; 2025Q1: 1,847 shares; 2025Q2: 1,774 shares; 2025Q3: 1,765 shares 1,765 $405K 0.01% -9 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares 3,614 $405K 0.01% new Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares 3,230 $405K 0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,202 shares; 2024Q4: 11,202 shares; 2025Q1: 8,511 shares; 2025Q2: 8,485 shares; 2025Q3: 8,460 shares 8,460 $404K 0.01% -25 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 879 shares; 2025Q1: 845 shares; 2025Q2: 847 shares; 2025Q3: 847 shares 847 $404K 0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 3,326 shares 3,326 $403K 0.01% +656 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,496 shares; 2025Q1: 6,550 shares; 2025Q2: 6,593 shares; 2025Q3: 6,317 shares 6,317 $402K 0.01% -276 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,250 shares; 2024Q4: 20,593 shares; 2025Q1: 11,583 shares; 2025Q2: 1,211 shares; 2025Q3: 1,025 shares 1,025 $401K 0.01% -186 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,235 shares; 2025Q3: 6,741 shares 6,741 $400K 0.01% -494 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 5,174 shares; 2025Q1: 5,779 shares; 2025Q2: 5,289 shares; 2025Q3: 5,296 shares 5,296 $399K 0.01% +7 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 4,579 shares; 2025Q1: 2,432 shares; 2025Q2: 2,355 shares; 2025Q3: 2,012 shares 2,012 $399K 0.01% -343 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 805 shares; 2025Q2: 802 shares; 2025Q3: 1,520 shares 1,520 $399K 0.01% +718 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 21,768 shares; 2025Q1: 22,339 shares; 2025Q2: 14,361 shares; 2025Q3: 13,755 shares 13,755 $398K 0.01% -606 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,482 shares; 2025Q1: 1,472 shares; 2025Q2: 1,483 shares; 2025Q3: 1,489 shares 1,489 $397K 0.01% +6 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,859 shares; 2025Q1: 3,854 shares; 2025Q2: 3,621 shares; 2025Q3: 3,547 shares 3,547 $396K 0.01% -74 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares 6,965 $396K 0.01% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,659 shares; 2025Q3: 12,765 shares 12,765 $395K 0.01% +3,106 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 995 shares 995 $394K 0.01% -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: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,958 shares; 2025Q1: 1,960 shares; 2025Q2: 2,677 shares; 2025Q3: 2,682 shares 2,682 $391K 0.01% +5 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: restricted; 2024Q2: restricted; 2024Q3: 86,839 shares; 2024Q4: 11,430 shares; 2025Q1: 11,789 shares; 2025Q2: not reported; 2025Q3: 17,026 shares 17,026 $387K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,073 shares; 2025Q1: 3,992 shares; 2025Q2: 4,949 shares; 2025Q3: 5,043 shares 5,043 $386K 0.01% +94 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,482 shares; 2025Q1: 2,090 shares; 2025Q2: 1,762 shares; 2025Q3: 1,690 shares 1,690 $385K 0.01% -72 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,566 shares; 2024Q4: 41,905 shares; 2025Q1: 41,843 shares; 2025Q2: 15,656 shares; 2025Q3: 16,113 shares 16,113 $384K 0.01% +457 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 929 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 911 shares 911 $384K 0.01% +9 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,699 shares; 2024Q4: 9,245 shares; 2025Q1: 9,009 shares; 2025Q2: 7,491 shares; 2025Q3: 10,807 shares 10,807 $383K 0.01% +3,316 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 676 shares; 2025Q2: 747 shares; 2025Q3: 897 shares 897 $382K 0.01% +150 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,755 shares; 2025Q1: 2,027 shares; 2025Q2: 2,176 shares; 2025Q3: 1,974 shares 1,974 $380K 0.01% -202 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 6,211 shares; 2025Q1: 7,966 shares; 2025Q2: 6,331 shares; 2025Q3: 5,626 shares 5,626 $377K 0.01% -705 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,478 shares; 2025Q3: 6,309 shares 6,309 $377K 0.01% +1,831 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,272 shares; 2024Q4: 23,380 shares; 2025Q1: 15,354 shares; 2025Q2: 10,341 shares; 2025Q3: 14,253 shares 14,253 $377K 0.01% +3,912 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 8,070 shares; 2025Q1: 6,483 shares; 2025Q2: 6,487 shares; 2025Q3: 6,489 shares 6,489 $374K 0.01% +2 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,132 shares; 2024Q4: 9,782 shares; 2025Q1: 9,230 shares; 2025Q2: 8,856 shares; 2025Q3: 8,872 shares 8,872 $373K 0.01% +16 Timeline LDRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,477 shares; 2025Q3: 14,521 shares 14,521 $368K 0.01% +44 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,277 shares 3,277 $368K 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,599 shares 1,599 $368K 0.01% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,457 shares; 2025Q1: 7,866 shares; 2025Q2: 3,291 shares; 2025Q3: 3,291 shares 3,291 $363K 0.01% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,613 shares; 2024Q4: 11,805 shares; 2025Q1: 12,043 shares; 2025Q2: 11,587 shares; 2025Q3: 11,483 shares 11,483 $362K 0.01% -104 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 16,994 shares; 2025Q1: 13,434 shares; 2025Q2: not reported; 2025Q3: 1,814 shares 1,814 $362K 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 4,391 shares; 2025Q1: 4,641 shares; 2025Q2: 3,952 shares; 2025Q3: 4,445 shares 4,445 $361K 0.01% +493 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,914 shares; 2024Q4: 49,372 shares; 2025Q1: 47,033 shares; 2025Q2: 29,395 shares; 2025Q3: 29,833 shares 29,833 $357K 0.01% +438 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares 3,600 $357K 0.01% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: not reported; 2025Q1: 7,125 shares; 2025Q2: 7,238 shares; 2025Q3: 8,129 shares 8,129 $356K 0.01% +891 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 5,190 shares; 2025Q1: 4,901 shares; 2025Q2: 4,614 shares; 2025Q3: 4,528 shares 4,528 $356K 0.01% -86 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,388 shares; 2025Q1: 1,366 shares; 2025Q2: 1,360 shares; 2025Q3: 1,364 shares 1,364 $355K 0.01% +4 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: not reported; 2025Q2: 4,808 shares; 2025Q3: 5,128 shares 5,128 $353K 0.01% +320 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,906 shares; 2025Q1: 3,441 shares; 2025Q2: 2,758 shares; 2025Q3: 2,802 shares 2,802 $353K 0.01% +44 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,270 shares; 2025Q1: 4,260 shares; 2025Q2: 4,260 shares; 2025Q3: 3,117 shares 3,117 $350K 0.01% -1,143 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 8,318 shares; 2025Q1: 8,442 shares; 2025Q2: 8,449 shares; 2025Q3: 8,474 shares 8,474 $349K 0.01% +25 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,496 shares; 2025Q3: 7,552 shares 7,552 $347K 0.01% +56 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,491 shares; 2025Q1: 4,633 shares; 2025Q2: 4,298 shares; 2025Q3: 5,672 shares 5,672 $347K 0.01% +1,374 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 10,868 shares; 2025Q1: 8,424 shares; 2025Q2: not reported; 2025Q3: 3,362 shares 3,362 $346K 0.01% new Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,800 shares; 2025Q1: 11,658 shares; 2025Q2: 9,358 shares; 2025Q3: 9,382 shares 9,382 $345K 0.01% +24 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,031 shares; 2025Q1: 6,042 shares; 2025Q2: 5,426 shares; 2025Q3: 5,452 shares 5,452 $342K 0.01% +26 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,926 shares; 2024Q4: 8,959 shares; 2025Q1: 8,485 shares; 2025Q2: 8,515 shares; 2025Q3: 8,546 shares 8,546 $341K 0.01% +31 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: 7,267 shares; 2025Q1: 8,080 shares; 2025Q2: 7,555 shares; 2025Q3: 7,306 shares 7,306 $339K 0.01% -249 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,892 shares 9,892 $338K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,900 shares; 2024Q4: 16,539 shares; 2025Q1: 19,275 shares; 2025Q2: 16,334 shares; 2025Q3: 16,552 shares 16,552 $338K 0.01% +218 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 10,604 shares; 2025Q1: 10,321 shares; 2025Q2: 10,346 shares; 2025Q3: 7,783 shares 7,783 $335K 0.01% -2,563 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,280 shares; 2024Q4: 19,766 shares; 2025Q1: 19,408 shares; 2025Q2: 7,933 shares; 2025Q3: 7,922 shares 7,922 $335K 0.01% -11 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,148 shares; 2024Q4: 43,928 shares; 2025Q1: 6,598 shares; 2025Q2: 4,140 shares; 2025Q3: 3,563 shares 3,563 $334K 0.01% -577 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 17,470 shares; 2025Q1: 16,909 shares; 2025Q2: 15,457 shares; 2025Q3: 11,965 shares 11,965 $334K 0.01% -3,492 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,534 shares; 2024Q4: 7,227 shares; 2025Q1: 6,204 shares; 2025Q2: 6,104 shares; 2025Q3: 6,084 shares 6,084 $333K 0.01% -20 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 701 shares; 2025Q1: 795 shares; 2025Q2: 798 shares; 2025Q3: 804 shares 804 $333K 0.01% +6 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,807 shares; 2025Q3: 2,808 shares 2,808 $331K 0.01% +1 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,836 shares; 2025Q2: 3,902 shares; 2025Q3: 3,636 shares 3,636 $331K 0.01% -266 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,968 shares; 2025Q1: 3,037 shares; 2025Q2: 2,585 shares; 2025Q3: 1,759 shares 1,759 $330K 0.01% -826 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 574 shares; 2025Q3: 719 shares 719 $328K 0.01% +145 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,685 shares 2,685 $326K 0.01% new Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,864 shares; 2024Q4: 6,864 shares; 2025Q1: 6,964 shares; 2025Q2: 6,964 shares; 2025Q3: 6,864 shares 6,864 $325K 0.01% -100 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 4,629 shares 4,629 $325K 0.01% +1,312 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 1,431 shares; 2025Q3: 1,392 shares 1,392 $323K 0.01% -39 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 4,625 shares; 2025Q1: 4,594 shares; 2025Q2: 4,188 shares; 2025Q3: 2,414 shares 2,414 $319K 0.01% -1,774 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 500 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 500 shares 500 $319K 0.01% +10 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: not reported; 2025Q2: 3,446 shares; 2025Q3: 3,444 shares 3,444 $319K 0.01% -2 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 3,738 shares; 2025Q1: 3,501 shares; 2025Q2: 3,556 shares; 2025Q3: 4,361 shares 4,361 $319K 0.01% +805 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,792 shares; 2024Q4: 188,286 shares; 2025Q1: 188,895 shares; 2025Q2: 3,001 shares; 2025Q3: 3,350 shares 3,350 $319K 0.01% +349 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 2,981 shares; 2025Q1: 3,291 shares; 2025Q2: 2,076 shares; 2025Q3: 2,272 shares 2,272 $318K 0.01% +196 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,371 shares; 2025Q3: 12,871 shares 12,871 $318K 0.01% +2,500 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,099 shares; 2025Q2: 9,479 shares; 2025Q3: 8,880 shares 8,880 $316K 0.01% -599 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,431 shares; 2025Q2: 6,449 shares; 2025Q3: 6,423 shares 6,423 $315K 0.01% -26 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: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 2,883 shares; 2025Q3: 2,884 shares 2,884 $314K 0.01% +1 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,751 shares; 2024Q4: 7,002 shares; 2025Q1: 6,995 shares; 2025Q2: 6,694 shares; 2025Q3: 5,861 shares 5,861 $313K 0.01% -833 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 8,177 shares; 2025Q1: not reported; 2025Q2: 5,158 shares; 2025Q3: 4,639 shares 4,639 $311K 0.01% -519 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,005 shares; 2024Q4: 5,044 shares; 2025Q1: 2,707 shares; 2025Q2: 2,254 shares; 2025Q3: 1,378 shares 1,378 $311K 0.01% -876 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 6,673 shares; 2025Q1: 7,791 shares; 2025Q2: 7,299 shares; 2025Q3: 6,333 shares 6,333 $311K 0.01% -966 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 2,318 shares; 2025Q1: 1,822 shares; 2025Q2: 1,704 shares; 2025Q3: 1,631 shares 1,631 $310K 0.01% -73 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,187 shares; 2024Q4: 13,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,001 shares 9,001 $308K 0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,237 shares 2,237 $307K 0.01% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 42,755 shares; 2025Q1: not reported; 2025Q2: 3,067 shares; 2025Q3: 3,485 shares 3,485 $307K 0.01% +418 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,910 shares; 2025Q2: 6,356 shares; 2025Q3: 6,216 shares 6,216 $304K 0.01% -140 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,940 shares; 2025Q1: 4,949 shares; 2025Q2: 4,949 shares; 2025Q3: 5,000 shares 5,000 $300K 0.01% +51 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares 8,000 $294K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,711 shares; 2025Q1: 1,472 shares; 2025Q2: 1,236 shares; 2025Q3: 1,191 shares 1,191 $293K 0.01% -45 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 913 shares 913 $292K 0.01% -25 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 3,644 shares; 2025Q1: 3,548 shares; 2025Q2: 3,624 shares; 2025Q3: 3,181 shares 3,181 $291K 0.01% -443 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 898 shares 898 $290K 0.01% +15 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 7,506 shares; 2025Q1: 6,970 shares; 2025Q2: 5,054 shares; 2025Q3: 5,670 shares 5,670 $287K 0.01% +616 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,384 shares; 2025Q1: 2,742 shares; 2025Q2: 3,116 shares; 2025Q3: 3,111 shares 3,111 $287K 0.01% -5 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 2,615 shares; 2025Q1: 2,571 shares; 2025Q2: 2,533 shares; 2025Q3: 2,534 shares 2,534 $283K 0.01% +1 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,834 shares; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,390 shares 1,390 $282K 0.01% +25 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,745 shares; 2024Q4: 33,187 shares; 2025Q1: 25,384 shares; 2025Q2: 14,301 shares; 2025Q3: 10,257 shares 10,257 $282K 0.01% -4,044 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,453 shares 9,453 $282K 0.01% new Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares 7,320 $281K 0.01% 0 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 6,173 shares; 2025Q1: 6,173 shares; 2025Q2: 5,984 shares; 2025Q3: 6,707 shares 6,707 $280K 0.01% +723 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,067 shares; 2025Q3: 3,658 shares 3,658 $280K 0.01% -409 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,171 shares; 2024Q4: 11,348 shares; 2025Q1: 10,461 shares; 2025Q2: 9,792 shares; 2025Q3: 10,152 shares 10,152 $277K 0.01% +360 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,769 shares; 2025Q3: 7,338 shares 7,338 $276K 0.01% +569 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,239 shares; 2025Q1: 2,275 shares; 2025Q2: 2,335 shares; 2025Q3: 1,946 shares 1,946 $275K 0.01% -389 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,331 shares; 2025Q1: 4,460 shares; 2025Q2: 2,799 shares; 2025Q3: 2,734 shares 2,734 $275K 0.01% -65 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,011 shares; 2024Q4: not reported; 2025Q1: 13,698 shares; 2025Q2: 9,352 shares; 2025Q3: 5,882 shares 5,882 $275K 0.01% -3,470 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares 1,685 $275K 0.01% new Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,067 shares; 2024Q4: 14,882 shares; 2025Q1: 14,582 shares; 2025Q2: 14,711 shares; 2025Q3: 10,892 shares 10,892 $274K 0.01% -3,819 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,747 shares; 2025Q1: 2,747 shares; 2025Q2: 2,752 shares; 2025Q3: 2,760 shares 2,760 $274K 0.01% +8 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,871 shares; 2025Q1: 23,472 shares; 2025Q2: 24,895 shares; 2025Q3: 24,089 shares 24,089 $273K 0.01% -806 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,108 shares; 2025Q2: 1,781 shares; 2025Q3: 2,021 shares 2,021 $272K 0.01% +240 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,194 shares; 2025Q1: 2,980 shares; 2025Q2: 2,584 shares; 2025Q3: 2,469 shares 2,469 $269K 0.01% -115 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,144 shares 5,144 $269K 0.01% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,010 shares; 2024Q4: 20,688 shares; 2025Q1: 20,688 shares; 2025Q2: 20,154 shares; 2025Q3: 20,154 shares 20,154 $269K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,655 shares 1,655 $268K 0.01% +351 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: not reported; 2025Q1: 6,465 shares; 2025Q2: 6,424 shares; 2025Q3: 6,837 shares 6,837 $268K 0.01% +413 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,402 shares; 2025Q2: 13,736 shares; 2025Q3: 17,755 shares 17,755 $267K 0.01% +4,019 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,145 shares; 2025Q2: 18,088 shares; 2025Q3: 18,495 shares 18,495 $267K 0.01% +407 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: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,160 shares; 2025Q1: 6,183 shares; 2025Q2: 5,983 shares; 2025Q3: 5,233 shares 5,233 $265K 0.01% -750 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 3,845 shares; 2025Q1: 4,036 shares; 2025Q2: 3,533 shares; 2025Q3: 3,528 shares 3,528 $265K 0.01% -5 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 5,889 shares; 2025Q1: 5,357 shares; 2025Q2: 5,371 shares; 2025Q3: 5,239 shares 5,239 $264K 0.01% -132 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 3,955 shares; 2025Q1: 3,960 shares; 2025Q2: 2,781 shares; 2025Q3: 2,821 shares 2,821 $264K 0.01% +40 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,307 shares; 2025Q1: 2,104 shares; 2025Q2: 2,083 shares; 2025Q3: 2,107 shares 2,107 $261K 0.01% +24 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,928 shares; 2025Q1: 3,822 shares; 2025Q2: 3,446 shares; 2025Q3: 2,876 shares 2,876 $260K 0.01% -570 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,131 shares; 2025Q1: 11,323 shares; 2025Q2: 9,983 shares; 2025Q3: 10,696 shares 10,696 $260K 0.01% +713 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares 2,163 $260K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,837 shares; 2024Q4: 9,620 shares; 2025Q1: 1,258 shares; 2025Q2: 705 shares; 2025Q3: 526 shares 526 $259K 0.01% -179 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,458 shares 32,458 $259K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,101 shares; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 3,633 shares 3,633 $258K 0.01% +65 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,215 shares 5,215 $258K 0.01% new Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 992 shares; 2025Q1: 1,132 shares; 2025Q2: 1,192 shares; 2025Q3: 1,217 shares 1,217 $258K 0.01% +25 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,387 shares; 2025Q3: 8,383 shares 8,383 $256K 0.01% +996 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares 2,214 $255K 0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $254K 0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 8,318 shares; 2025Q1: 765 shares; 2025Q2: 331 shares; 2025Q3: 306 shares 306 $254K 0.01% -25 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares 271 $253K 0.01% new Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,956 shares; 2025Q3: 7,931 shares 7,931 $253K 0.01% +975 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 4,925 shares; 2025Q1: 4,767 shares; 2025Q2: 4,613 shares; 2025Q3: 3,986 shares 3,986 $252K 0.01% -627 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,801 shares 1,801 $252K 0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,724 shares; 2025Q3: 1,724 shares 1,724 $251K 0.01% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 7,144 shares; 2025Q1: 6,838 shares; 2025Q2: 6,615 shares; 2025Q3: 6,525 shares 6,525 $250K 0.01% -90 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,415 shares; 2024Q4: 8,980 shares; 2025Q1: 15,483 shares; 2025Q2: not reported; 2025Q3: 8,200 shares 8,200 $248K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,336 shares; 2025Q1: 3,250 shares; 2025Q2: 3,282 shares; 2025Q3: 3,206 shares 3,206 $247K <0.01% -76 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,979 shares; 2025Q3: 4,663 shares 4,663 $247K <0.01% -316 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,747 shares; 2025Q2: 11,596 shares; 2025Q3: 8,921 shares 8,921 $246K <0.01% -2,675 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,579 shares; 2024Q4: 13,511 shares; 2025Q1: 13,711 shares; 2025Q2: 13,711 shares; 2025Q3: 14,226 shares 14,226 $246K <0.01% +515 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,115 shares; 2025Q1: 2,304 shares; 2025Q2: 2,213 shares; 2025Q3: 2,144 shares 2,144 $246K <0.01% -69 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,514 shares; 2025Q3: 10,960 shares 10,960 $246K <0.01% +446 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares; 2025Q3: 3,295 shares 3,295 $245K <0.01% -515 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 776 shares 776 $244K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,193 shares; 2025Q1: 2,078 shares; 2025Q2: 1,976 shares; 2025Q3: 1,922 shares 1,922 $244K <0.01% -54 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 3,163 shares; 2025Q1: 3,013 shares; 2025Q2: 2,645 shares; 2025Q3: 2,677 shares 2,677 $243K <0.01% +32 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,783 shares 12,783 $242K <0.01% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,610 shares; 2025Q3: 2,618 shares 2,618 $242K <0.01% +8 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: 8,076 shares; 2025Q1: 8,039 shares; 2025Q2: 5,506 shares; 2025Q3: 5,436 shares 5,436 $242K <0.01% -70 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 5,219 shares; 2025Q1: 5,219 shares; 2025Q2: 4,258 shares; 2025Q3: 4,258 shares 4,258 $240K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 978 shares; 2025Q1: 944 shares; 2025Q2: 994 shares; 2025Q3: 1,004 shares 1,004 $240K <0.01% +10 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,305 shares; 2025Q1: 1,254 shares; 2025Q2: 1,251 shares; 2025Q3: 1,188 shares 1,188 $239K <0.01% -63 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares 10,334 $239K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,689 shares; 2025Q1: 13,031 shares; 2025Q2: 5,812 shares; 2025Q3: 5,775 shares 5,775 $238K <0.01% -37 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,414 shares; 2024Q4: 10,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares 12,152 $238K <0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 2,879 shares; 2025Q1: 2,750 shares; 2025Q2: 2,492 shares; 2025Q3: 2,367 shares 2,367 $237K <0.01% -125 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,558 shares; 2025Q3: 1,509 shares 1,509 $237K <0.01% -49 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 5,709 shares; 2025Q1: 5,632 shares; 2025Q2: 5,204 shares; 2025Q3: 5,171 shares 5,171 $236K <0.01% -33 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 8,432 shares; 2025Q1: 7,954 shares; 2025Q2: 3,359 shares; 2025Q3: 2,929 shares 2,929 $234K <0.01% -430 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,860 shares; 2025Q1: 2,586 shares; 2025Q2: 2,501 shares; 2025Q3: 2,527 shares 2,527 $231K <0.01% +26 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,935 shares; 2025Q1: 6,935 shares; 2025Q2: 7,076 shares; 2025Q3: 7,068 shares 7,068 $230K <0.01% -8 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: 1,679 shares 1,679 $230K <0.01% +466 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,892 shares; 2024Q4: 17,696 shares; 2025Q1: 20,449 shares; 2025Q2: 19,890 shares; 2025Q3: 9,324 shares 9,324 $230K <0.01% -10,566 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,310 shares 6,310 $228K <0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,723 shares; 2024Q4: 51,825 shares; 2025Q1: 5,376 shares; 2025Q2: 2,400 shares; 2025Q3: 2,257 shares 2,257 $227K <0.01% -143 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,380 shares; 2025Q3: 5,380 shares 5,380 $227K <0.01% 0 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares 1,806 $226K <0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,737 shares; 2024Q4: 20,485 shares; 2025Q1: 19,737 shares; 2025Q2: 19,737 shares; 2025Q3: 13,727 shares 13,727 $225K <0.01% -6,010 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,206 shares 9,206 $224K <0.01% new Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,450 shares; 2024Q4: 21,450 shares; 2025Q1: 21,450 shares; 2025Q2: 21,450 shares; 2025Q3: 21,450 shares 21,450 $224K <0.01% 0 XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,046 shares; 2024Q4: 59,210 shares; 2025Q1: 197,519 shares; 2025Q2: 5,796 shares; 2025Q3: 5,384 shares 5,384 $224K <0.01% -412 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 1,870 shares; 2025Q1: 1,810 shares; 2025Q2: 1,838 shares; 2025Q3: 1,828 shares 1,828 $223K <0.01% -10 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: not reported; 2025Q1: 2,457 shares; 2025Q2: 2,228 shares; 2025Q3: 2,293 shares 2,293 $221K <0.01% +65 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares 5,544 $221K <0.01% 0 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,535 shares 9,535 $221K <0.01% new Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,982 shares; 2025Q1: 3,983 shares; 2025Q2: 3,985 shares; 2025Q3: 3,986 shares 3,986 $221K <0.01% +1 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 1,831 shares; 2025Q1: 1,650 shares; 2025Q2: 1,443 shares; 2025Q3: 1,151 shares 1,151 $219K <0.01% -292 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 871 shares 871 $219K <0.01% new Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,984 shares; 2025Q1: not reported; 2025Q2: 5,595 shares; 2025Q3: 5,596 shares 5,596 $218K <0.01% +1 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,873 shares 6,873 $217K <0.01% new Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 6,752 shares; 2025Q1: 6,653 shares; 2025Q2: 6,659 shares; 2025Q3: 6,262 shares 6,262 $216K <0.01% -397 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares 21,500 $216K <0.01% 0 NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares 2,163 $213K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2,580 shares; 2025Q1: 3,325 shares; 2025Q2: 4,284 shares; 2025Q3: 2,090 shares 2,090 $213K <0.01% -2,194 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,793 shares; 2024Q4: 18,648 shares; 2025Q1: 14,962 shares; 2025Q2: 7,689 shares; 2025Q3: 7,175 shares 7,175 $213K <0.01% -514 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,503 shares; 2025Q1: 5,655 shares; 2025Q2: not reported; 2025Q3: 3,145 shares 3,145 $212K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares 710 $212K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares 5,023 $211K <0.01% new Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,269 shares; 2025Q1: 2,862 shares; 2025Q2: not reported; 2025Q3: 2,253 shares 2,253 $211K <0.01% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,724 shares 1,724 $210K <0.01% new Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,011 shares 2,011 $209K <0.01% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,250 shares 5,250 $208K <0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,559 shares; 2024Q4: 25,785 shares; 2025Q1: 2,756 shares; 2025Q2: not reported; 2025Q3: 1,226 shares 1,226 $208K <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,247 shares; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: 1,553 shares 1,553 $208K <0.01% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,472 shares 4,472 $208K <0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,720 shares 3,720 $207K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,649 shares; 2024Q4: 14,985 shares; 2025Q1: 15,206 shares; 2025Q2: 15,206 shares; 2025Q3: 20,661 shares 20,661 $207K <0.01% +5,455 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,595 shares 3,595 $204K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,273 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,155 shares 2,155 $203K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,512 shares 2,512 $201K <0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,092 shares; 2025Q1: 5,208 shares; 2025Q2: 6,143 shares; 2025Q3: 5,120 shares 5,120 $201K <0.01% -1,023 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,420 shares 3,420 $201K <0.01% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,826 shares; 2024Q4: 7,882 shares; 2025Q1: 8,166 shares; 2025Q2: 8,210 shares; 2025Q3: 6,744 shares 6,744 $200K <0.01% -1,466 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,295 shares; 2025Q3: 6,016 shares 6,016 $200K <0.01% -279 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares 1,616 $200K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,395 shares; 2024Q4: 12,516 shares; 2025Q1: 12,319 shares; 2025Q2: 11,993 shares; 2025Q3: 11,926 shares 11,926 $194K <0.01% -67 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,297 shares 15,297 $191K <0.01% new 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,643 shares; 2025Q3: 20,115 shares 20,115 $191K <0.01% +7,472 Timeline KINS KINGSTONE COS INC More: the full row for KINGSTONE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,067 shares; 2025Q3: 12,525 shares 12,525 $184K <0.01% +458 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,743 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares; 2025Q2: 10,050 shares; 2025Q3: 11,050 shares 11,050 $179K <0.01% +1,000 Timeline PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares 16,000 $167K <0.01% 0 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,191 shares; 2025Q2: 12,406 shares; 2025Q3: 13,406 shares 13,406 $167K <0.01% +1,000 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,624 shares; 2024Q4: 30,177 shares; 2025Q1: 24,340 shares; 2025Q2: 24,475 shares; 2025Q3: 26,916 shares 26,916 $164K <0.01% +2,441 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 11,665 shares; 2025Q1: 11,665 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares 11,100 $139K <0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,475 shares; 2025Q2: 17,205 shares; 2025Q3: 21,615 shares 21,615 $138K <0.01% +4,410 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,327 shares 10,327 $128K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,446 shares; 2025Q3: 11,581 shares 11,581 $111K <0.01% -865 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,210 shares; 2024Q4: 11,890 shares; 2025Q1: 11,890 shares; 2025Q2: 11,016 shares; 2025Q3: 11,016 shares 11,016 $98.6K <0.01% 0 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,395 shares; 2024Q4: 55,860 shares; 2025Q1: 53,417 shares; 2025Q2: 51,309 shares; 2025Q3: 15,470 shares 15,470 $82K <0.01% -35,839 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,675 shares; 2025Q3: 13,675 shares 13,675 $79.3K <0.01% 0 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,400 shares 15,400 $77.8K <0.01% new Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,538 shares; 2025Q2: 19,128 shares; 2025Q3: 19,128 shares 19,128 $71.5K <0.01% 0 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,048 shares 12,048 $61.9K <0.01% new Timeline UPXI UPEXI INC More: the full row for UPEXI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares 10,700 $61.7K <0.01% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,561 shares; 2024Q4: 19,561 shares; 2025Q1: 19,899 shares; 2025Q2: 20,667 shares; 2025Q3: 21,622 shares 21,622 $59.5K <0.01% +955 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,536 shares; 2025Q2: 10,536 shares; 2025Q3: 13,519 shares 13,519 $58.8K <0.01% +2,983 Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,468 shares; 2025Q3: 11,458 shares 11,458 $45.5K <0.01% -10 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,685 shares; 2024Q4: 22,685 shares; 2025Q1: 29,935 shares; 2025Q2: 25,935 shares; 2025Q3: 25,935 shares 25,935 $44.4K <0.01% 0 AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,042 shares 13,042 $37.8K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,880 shares 17,880 $21.5K <0.01% new Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 10,000 shares 10,000 $16K <0.01% -10,000 Timeline NINE ENERGY SERVICE INC NINE ENERGY SERVICE INC More: the full row for NINE ENERGY SERVICE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,500 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $12.6K <0.01% 0 RALLYBIO CORP RALLYBIO CORP More: the full row for RALLYBIO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $7.49K <0.01% 0 SEASTAR MEDICAL HOLDING CORP SEASTAR MEDICAL HOLDING CORP More: the full row for SEASTAR MEDICAL HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $6K <0.01% 0