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; 2022Q4: restricted; 2023Q1: 649,882 shares; 2023Q2: not loaded; 2023Q3: 686,150 shares; 2023Q4: 698,088 shares; 2024Q1: 707,230 shares; 2024Q2: 711,407 shares; 2024Q3: 719,793 shares 719,793 $14.2M 4.14% +8,386 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; 2022Q4: restricted; 2023Q1: 290,413 shares; 2023Q2: not loaded; 2023Q3: 298,563 shares; 2023Q4: 299,321 shares; 2024Q1: 299,939 shares; 2024Q2: 299,773 shares; 2024Q3: 299,414 shares 299,414 $14.1M 4.11% -359 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 56,185 shares; 2023Q2: not loaded; 2023Q3: 55,251 shares; 2023Q4: 54,166 shares; 2024Q1: 55,348 shares; 2024Q2: 56,749 shares; 2024Q3: 54,537 shares 54,537 $12.7M 3.7% -2,212 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; 2022Q4: restricted; 2023Q1: 220,228 shares; 2023Q2: not loaded; 2023Q3: 179,582 shares; 2023Q4: 169,575 shares; 2024Q1: 168,075 shares; 2024Q2: 149,162 shares; 2024Q3: 134,235 shares 134,235 $9.63M 2.8% -14,927 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 68,028 shares; 2023Q2: not loaded; 2023Q3: 93,371 shares; 2023Q4: 96,337 shares; 2024Q1: 98,848 shares; 2024Q2: 105,645 shares; 2024Q3: 108,866 shares 108,866 $9.2M 2.68% +3,221 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,473 shares; 2023Q2: not loaded; 2023Q3: 16,049 shares; 2023Q4: 16,553 shares; 2024Q1: 16,567 shares; 2024Q2: 16,295 shares; 2024Q3: 10,180 shares 10,180 $9.02M 2.63% -6,115 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,797 shares; 2023Q2: not loaded; 2023Q3: 6,855 shares; 2023Q4: 8,005 shares; 2024Q1: 8,083 shares; 2024Q2: 98,216 shares; 2024Q3: 62,857 shares 62,857 $7.63M 2.22% -35,359 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 492,709 shares; 2023Q2: not loaded; 2023Q3: 519,022 shares; 2023Q4: 516,432 shares; 2024Q1: 514,289 shares; 2024Q2: 505,647 shares; 2024Q3: 501,792 shares 501,792 $7.09M 2.07% -3,855 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 38,139 shares; 2023Q2: not loaded; 2023Q3: 38,172 shares; 2023Q4: 38,825 shares; 2024Q1: 40,812 shares; 2024Q2: 41,812 shares; 2024Q3: 36,058 shares 36,058 $6.72M 1.96% -5,754 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 5,633 shares; 2024Q1: 44,305 shares; 2024Q2: 73,403 shares; 2024Q3: 100,711 shares 100,711 $5.49M 1.6% +27,308 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30,593 shares; 2023Q2: not loaded; 2023Q3: 30,593 shares; 2023Q4: 30,593 shares; 2024Q1: 30,593 shares; 2024Q2: 30,593 shares; 2024Q3: 30,593 shares 30,593 $5.25M 1.53% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,143 shares; 2023Q2: not loaded; 2023Q3: 13,216 shares; 2023Q4: 13,394 shares; 2024Q1: 10,790 shares; 2024Q2: 11,650 shares; 2024Q3: 9,914 shares 9,914 $4.84M 1.41% -1,736 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,780 shares; 2023Q2: not loaded; 2023Q3: 8,733 shares; 2023Q4: 7,744 shares; 2024Q1: 8,256 shares; 2024Q2: 9,035 shares; 2024Q3: 8,362 shares 8,362 $4.8M 1.4% -673 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,968 shares; 2023Q2: not loaded; 2023Q3: 52,356 shares; 2023Q4: 44,846 shares; 2024Q1: 47,652 shares; 2024Q2: 53,184 shares; 2024Q3: 53,817 shares 53,817 $4.46M 1.3% +633 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,405 shares; 2023Q2: not loaded; 2023Q3: 9,462 shares; 2023Q4: 12,014 shares; 2024Q1: 12,493 shares; 2024Q2: 13,419 shares; 2024Q3: 10,353 shares 10,353 $4.46M 1.3% -3,066 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 765 shares; 2023Q2: not loaded; 2023Q3: 51,033 shares; 2023Q4: 55,418 shares; 2024Q1: 65,254 shares; 2024Q2: 84,668 shares; 2024Q3: 88,436 shares 88,436 $4.42M 1.29% +3,768 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 34,494 shares; 2023Q2: not loaded; 2023Q3: 39,574 shares; 2023Q4: 41,450 shares; 2024Q1: 42,971 shares; 2024Q2: 45,829 shares; 2024Q3: 45,543 shares 45,543 $4.36M 1.27% -286 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 765 shares; 2023Q2: not loaded; 2023Q3: 49,089 shares; 2023Q4: 53,961 shares; 2024Q1: 60,617 shares; 2024Q2: 79,810 shares; 2024Q3: 84,063 shares 84,063 $4.26M 1.24% +4,253 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,774 shares; 2023Q2: not loaded; 2023Q3: 6,010 shares; 2023Q4: 6,021 shares; 2024Q1: 5,927 shares; 2024Q2: 5,255 shares; 2024Q3: 4,558 shares 4,558 $4.04M 1.18% -697 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 19,778 shares; 2023Q4: 49,547 shares; 2024Q1: 84,715 shares; 2024Q2: 92,671 shares; 2024Q3: 73,087 shares 73,087 $4.01M 1.17% -19,584 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 21,072 shares; 2023Q2: not loaded; 2023Q3: 17,911 shares; 2023Q4: 16,664 shares; 2024Q1: 30,148 shares; 2024Q2: 24,019 shares; 2024Q3: 21,855 shares 21,855 $3.31M 0.96% -2,164 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27,423 shares; 2023Q2: not loaded; 2023Q3: 44,399 shares; 2023Q4: 39,079 shares; 2024Q1: 40,389 shares; 2024Q2: 41,838 shares; 2024Q3: 42,324 shares 42,324 $2.96M 0.86% +486 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 24,549 shares; 2023Q4: 53,167 shares; 2024Q1: 85,668 shares; 2024Q2: 113,975 shares; 2024Q3: 90,823 shares 90,823 $2.71M 0.79% -23,152 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,675 shares; 2023Q2: not loaded; 2023Q3: 17,833 shares; 2023Q4: 17,086 shares; 2024Q1: 10,033 shares; 2024Q2: 10,634 shares; 2024Q3: 11,978 shares 11,978 $2.7M 0.79% +1,344 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,058 shares; 2023Q2: not loaded; 2023Q3: 21,010 shares; 2023Q4: 18,027 shares; 2024Q1: 18,550 shares; 2024Q2: 18,131 shares; 2024Q3: 17,413 shares 17,413 $2.68M 0.78% -718 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 21,548 shares; 2023Q2: not loaded; 2023Q3: 14,105 shares; 2023Q4: 11,344 shares; 2024Q1: 11,368 shares; 2024Q2: 10,601 shares; 2024Q3: 9,425 shares 9,425 $2.67M 0.78% -1,176 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 415,514 shares; 2023Q2: not loaded; 2023Q3: 489,942 shares; 2023Q4: 525,697 shares; 2024Q1: 533,919 shares; 2024Q2: 537,191 shares; 2024Q3: 537,690 shares 537,690 $2.56M 0.75% +499 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30,100 shares; 2023Q2: not loaded; 2023Q3: 27,610 shares; 2023Q4: 33,050 shares; 2024Q1: 38,552 shares; 2024Q2: 42,212 shares; 2024Q3: 43,343 shares 43,343 $2.51M 0.73% +1,131 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 43,026 shares; 2023Q2: not loaded; 2023Q3: 34,173 shares; 2023Q4: 34,567 shares; 2024Q1: 29,943 shares; 2024Q2: 25,211 shares; 2024Q3: 24,039 shares 24,039 $2.19M 0.64% -1,172 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,772 shares; 2023Q2: not loaded; 2023Q3: 8,366 shares; 2023Q4: 8,366 shares; 2024Q1: 8,521 shares; 2024Q2: 7,738 shares; 2024Q3: 5,801 shares 5,801 $2.18M 0.63% -1,937 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,746 shares; 2023Q2: not loaded; 2023Q3: 10,890 shares; 2023Q4: 10,570 shares; 2024Q1: 9,996 shares; 2024Q2: 10,574 shares; 2024Q3: 10,393 shares 10,393 $2.05M 0.6% -181 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,118 shares; 2023Q2: not loaded; 2023Q3: 5,813 shares; 2023Q4: 6,246 shares; 2024Q1: 6,372 shares; 2024Q2: 5,986 shares; 2024Q3: 4,380 shares 4,380 $2.02M 0.59% -1,606 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,773 shares; 2023Q2: not loaded; 2023Q3: 2,674 shares; 2023Q4: 2,733 shares; 2024Q1: 2,910 shares; 2024Q2: 3,362 shares; 2024Q3: 3,680 shares 3,680 $1.94M 0.57% +318 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,242 shares; 2023Q2: not loaded; 2023Q3: 9,158 shares; 2023Q4: 12,317 shares; 2024Q1: 11,982 shares; 2024Q2: 11,790 shares; 2024Q3: 11,195 shares 11,195 $1.9M 0.55% -595 Timeline AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 29,663 shares; 2023Q4: 32,353 shares; 2024Q1: 35,717 shares; 2024Q2: 46,428 shares; 2024Q3: 49,164 shares 49,164 $1.87M 0.55% +2,736 OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,988 shares; 2023Q2: not loaded; 2023Q3: 8,303 shares; 2023Q4: 8,062 shares; 2024Q1: 7,951 shares; 2024Q2: 6,806 shares; 2024Q3: 6,656 shares 6,656 $1.84M 0.54% -150 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 32,462 shares; 2023Q2: not loaded; 2023Q3: 36,496 shares; 2023Q4: 35,716 shares; 2024Q1: 36,915 shares; 2024Q2: 36,810 shares; 2024Q3: 34,861 shares 34,861 $1.72M 0.5% -1,949 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,109 shares; 2023Q2: not loaded; 2023Q3: 6,450 shares; 2023Q4: 6,220 shares; 2024Q1: 7,954 shares; 2024Q2: 9,727 shares; 2024Q3: 9,954 shares 9,954 $1.65M 0.48% +227 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,623 shares; 2023Q2: not loaded; 2023Q3: 11,608 shares; 2023Q4: 12,191 shares; 2024Q1: 10,066 shares; 2024Q2: 10,154 shares; 2024Q3: 9,191 shares 9,191 $1.6M 0.47% -963 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,275 shares; 2023Q2: not loaded; 2023Q3: 8,275 shares; 2023Q4: 8,905 shares; 2024Q1: 8,522 shares; 2024Q2: 9,067 shares; 2024Q3: 7,561 shares 7,561 $1.59M 0.46% -1,506 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 36,752 shares; 2023Q2: not loaded; 2023Q3: 36,312 shares; 2023Q4: 36,382 shares; 2024Q1: 36,312 shares; 2024Q2: 34,558 shares; 2024Q3: 34,849 shares 34,849 $1.58M 0.46% +291 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,240 shares; 2023Q2: not loaded; 2023Q3: 22,160 shares; 2023Q4: 20,510 shares; 2024Q1: 23,579 shares; 2024Q2: 27,262 shares; 2024Q3: 29,505 shares 29,505 $1.56M 0.45% +2,243 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27,588 shares; 2023Q2: not loaded; 2023Q3: 24,878 shares; 2023Q4: 23,303 shares; 2024Q1: 22,106 shares; 2024Q2: 15,597 shares; 2024Q3: 11,366 shares 11,366 $1.53M 0.45% -4,231 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14,537 shares; 2023Q4: 30,698 shares; 2024Q1: 33,963 shares; 2024Q2: 40,947 shares; 2024Q3: 44,545 shares 44,545 $1.51M 0.44% +3,598 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,916 shares; 2023Q2: not loaded; 2023Q3: 20,633 shares; 2023Q4: 19,552 shares; 2024Q1: 21,867 shares; 2024Q2: 23,599 shares; 2024Q3: 12,679 shares 12,679 $1.49M 0.43% -10,920 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,652 shares; 2023Q2: not loaded; 2023Q3: 3,449 shares; 2023Q4: 4,096 shares; 2024Q1: 5,400 shares; 2024Q2: 6,403 shares; 2024Q3: 5,399 shares 5,399 $1.48M 0.43% -1,004 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 52,868 shares; 2024Q3: 45,705 shares 45,705 $1.45M 0.42% -7,163 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,982 shares; 2023Q2: not loaded; 2023Q3: 24,133 shares; 2023Q4: 32,855 shares; 2024Q1: 34,498 shares; 2024Q2: 34,498 shares; 2024Q3: 37,895 shares 37,895 $1.38M 0.4% +3,397 Timeline MUST 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 23,173 shares; 2023Q4: 46,811 shares; 2024Q1: 56,377 shares; 2024Q2: 59,586 shares; 2024Q3: 66,060 shares 66,060 $1.37M 0.4% +6,474 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,130 shares; 2023Q2: not loaded; 2023Q3: 6,181 shares; 2023Q4: 6,946 shares; 2024Q1: 7,515 shares; 2024Q2: 7,437 shares; 2024Q3: 8,039 shares 8,039 $1.34M 0.39% +602 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 291 shares; 2023Q2: not loaded; 2023Q3: 556 shares; 2023Q4: 654 shares; 2024Q1: 586 shares; 2024Q2: 739 shares; 2024Q3: 7,747 shares 7,747 $1.34M 0.39% +7,008 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,291 shares; 2023Q2: not loaded; 2023Q3: 2,436 shares; 2023Q4: 2,459 shares; 2024Q1: 2,429 shares; 2024Q2: 2,373 shares; 2024Q3: 2,280 shares 2,280 $1.31M 0.38% -93 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,419 shares; 2023Q2: not loaded; 2023Q3: 6,470 shares; 2023Q4: 7,220 shares; 2024Q1: 6,472 shares; 2024Q2: 5,971 shares; 2024Q3: 5,406 shares 5,406 $1.31M 0.38% -565 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; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: not loaded; 2023Q3: 1,484 shares; 2023Q4: 4,844 shares; 2024Q1: 4,719 shares; 2024Q2: 4,356 shares; 2024Q3: 9,816 shares 9,816 $1.29M 0.38% +5,460 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,947 shares; 2023Q2: not loaded; 2023Q3: 2,976 shares; 2023Q4: 2,936 shares; 2024Q1: 2,765 shares; 2024Q2: 2,591 shares; 2024Q3: 2,201 shares 2,201 $1.29M 0.37% -390 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,593 shares; 2023Q2: not loaded; 2023Q3: 3,242 shares; 2023Q4: 3,861 shares; 2024Q1: 4,507 shares; 2024Q2: 5,723 shares; 2024Q3: 4,911 shares 4,911 $1.28M 0.37% -812 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,106 shares; 2023Q2: not loaded; 2023Q3: 13,454 shares; 2023Q4: 12,664 shares; 2024Q1: 12,524 shares; 2024Q2: 11,496 shares; 2024Q3: 11,153 shares 11,153 $1.27M 0.37% -343 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26 shares; 2023Q2: not loaded; 2023Q3: 437 shares; 2023Q4: 26 shares; 2024Q1: 12,096 shares; 2024Q2: 13,315 shares; 2024Q3: 10,195 shares 10,195 $1.27M 0.37% -3,120 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 14,643 shares; 2023Q4: 18,006 shares; 2024Q1: 20,822 shares; 2024Q2: 23,129 shares; 2024Q3: 23,820 shares 23,820 $1.24M 0.36% +691 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,384 shares; 2023Q2: not loaded; 2023Q3: 3,649 shares; 2023Q4: 3,573 shares; 2024Q1: 2,807 shares; 2024Q2: 2,866 shares; 2024Q3: 2,108 shares 2,108 $1.23M 0.36% -758 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30,249 shares; 2023Q2: not loaded; 2023Q3: 22,850 shares; 2023Q4: 22,316 shares; 2024Q1: 22,209 shares; 2024Q2: 19,414 shares; 2024Q3: 18,251 shares 18,251 $1.23M 0.36% -1,163 Timeline JTEK 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,889 shares; 2024Q3: 17,794 shares 17,794 $1.22M 0.36% -95 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 10,000 shares; 2023Q4: 36,025 shares; 2024Q1: 49,865 shares; 2024Q2: 61,865 shares; 2024Q3: 61,095 shares 61,095 $1.22M 0.35% -770 Timeline OPITQ OFFICE PPTYS INCOME TR COM SHS More: the full row for OFFICE PPTYS INCOME TR COM SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 324,946 shares; 2023Q2: not loaded; 2023Q3: 402,137 shares; 2023Q4: 517,375 shares; 2024Q1: 520,709 shares; 2024Q2: 552,446 shares; 2024Q3: 556,394 shares 556,394 $1.21M 0.35% +3,948 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,560 shares; 2023Q2: not loaded; 2023Q3: 4,690 shares; 2023Q4: 4,579 shares; 2024Q1: 14,435 shares; 2024Q2: 15,470 shares; 2024Q3: 15,005 shares 15,005 $1.21M 0.35% -465 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 823 shares; 2023Q2: not loaded; 2023Q3: 698 shares; 2023Q4: 988 shares; 2024Q1: 1,937 shares; 2024Q2: 2,457 shares; 2024Q3: 2,020 shares 2,020 $1.16M 0.34% -437 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,031 shares; 2023Q2: not loaded; 2023Q3: 30,631 shares; 2023Q4: 27,178 shares; 2024Q1: 28,604 shares; 2024Q2: 38,905 shares; 2024Q3: 39,560 shares 39,560 $1.15M 0.33% +655 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 88 shares; 2023Q4: 8,015 shares; 2024Q1: 8,314 shares; 2024Q2: 8,610 shares; 2024Q3: 8,600 shares 8,600 $1.14M 0.33% -10 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,729 shares; 2023Q2: not loaded; 2023Q3: 17,631 shares; 2023Q4: 19,860 shares; 2024Q1: 25,939 shares; 2024Q2: 29,763 shares; 2024Q3: 30,321 shares 30,321 $1.13M 0.33% +558 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 11,443 shares; 2023Q4: 42,493 shares; 2024Q1: 33,064 shares; 2024Q2: 18,985 shares; 2024Q3: 43,726 shares 43,726 $1.09M 0.32% +24,741 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,999 shares; 2023Q2: not loaded; 2023Q3: 2,623 shares; 2023Q4: 2,586 shares; 2024Q1: 2,418 shares; 2024Q2: 2,808 shares; 2024Q3: 2,660 shares 2,660 $1.08M 0.31% -148 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,544 shares; 2023Q2: not loaded; 2023Q3: 11,491 shares; 2023Q4: 10,658 shares; 2024Q1: 9,609 shares; 2024Q2: 8,138 shares; 2024Q3: 6,777 shares 6,777 $1.07M 0.31% -1,361 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 37,095 shares 37,095 $1.02M 0.3% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,577 shares; 2023Q2: not loaded; 2023Q3: 9,736 shares; 2023Q4: 9,153 shares; 2024Q1: 6,964 shares; 2024Q2: 5,868 shares; 2024Q3: 4,851 shares 4,851 $1M 0.29% -1,017 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,296 shares; 2023Q2: not loaded; 2023Q3: 2,152 shares; 2023Q4: 2,023 shares; 2024Q1: 2,011 shares; 2024Q2: 1,753 shares; 2024Q3: 1,617 shares 1,617 $1M 0.29% -136 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 24,111 shares; 2024Q1: 20,330 shares; 2024Q2: 19,006 shares; 2024Q3: 20,681 shares 20,681 $982K 0.29% +1,675 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,845 shares; 2023Q2: not loaded; 2023Q3: 6,840 shares; 2023Q4: 6,273 shares; 2024Q1: 6,274 shares; 2024Q2: 5,870 shares; 2024Q3: 6,033 shares 6,033 $977K 0.28% +163 Timeline JVAL 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,488 shares; 2023Q4: 21,055 shares; 2024Q1: 22,128 shares; 2024Q2: 22,150 shares; 2024Q3: 22,283 shares 22,283 $970K 0.28% +133 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24 shares; 2023Q2: not loaded; 2023Q3: 60,554 shares; 2023Q4: 23,941 shares; 2024Q1: 24,037 shares; 2024Q2: 23,863 shares; 2024Q3: 23,537 shares 23,537 $956K 0.28% -326 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,321 shares; 2023Q2: not loaded; 2023Q3: 2,670 shares; 2023Q4: 2,615 shares; 2024Q1: 2,558 shares; 2024Q2: 3,029 shares; 2024Q3: 2,935 shares 2,935 $945K 0.28% -94 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,666 shares; 2023Q2: not loaded; 2023Q3: 8,028 shares; 2023Q4: 8,248 shares; 2024Q1: 8,463 shares; 2024Q2: 8,482 shares; 2024Q3: 8,249 shares 8,249 $936K 0.27% -233 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 954 shares; 2023Q2: not loaded; 2023Q3: 2,706 shares; 2023Q4: 2,918 shares; 2024Q1: 3,584 shares; 2024Q2: 3,940 shares; 2024Q3: 4,199 shares 4,199 $928K 0.27% +259 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,076 shares; 2023Q2: not loaded; 2023Q3: 9,180 shares; 2023Q4: 19,498 shares; 2024Q1: 11,555 shares; 2024Q2: 14,175 shares; 2024Q3: 10,409 shares 10,409 $913K 0.27% -3,766 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: not loaded; 2023Q3: 1,017 shares; 2023Q4: 833 shares; 2024Q1: 1,372 shares; 2024Q2: 1,578 shares; 2024Q3: 1,556 shares 1,556 $912K 0.27% -22 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,775 shares; 2023Q2: not loaded; 2023Q3: 3,604 shares; 2023Q4: 3,667 shares; 2024Q1: 3,640 shares; 2024Q2: 3,225 shares; 2024Q3: 2,978 shares 2,978 $907K 0.26% -247 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,209 shares; 2023Q2: not loaded; 2023Q3: 18,461 shares; 2023Q4: 16,519 shares; 2024Q1: 17,689 shares; 2024Q2: 22,139 shares; 2024Q3: 23,836 shares 23,836 $895K 0.26% +1,697 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 51,258 shares; 2023Q4: 55,467 shares; 2024Q1: 52,847 shares; 2024Q2: 56,427 shares; 2024Q3: 37,893 shares 37,893 $872K 0.25% -18,534 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; 2022Q4: restricted; 2023Q1: 4,668 shares; 2023Q2: not loaded; 2023Q3: 28,106 shares; 2023Q4: 24,764 shares; 2024Q1: 26,313 shares; 2024Q2: 37,857 shares; 2024Q3: 38,588 shares 38,588 $869K 0.25% +731 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30,552 shares; 2023Q2: not loaded; 2023Q3: 17,875 shares; 2023Q4: 15,197 shares; 2024Q1: 13,560 shares; 2024Q2: 13,260 shares; 2024Q3: 13,204 shares 13,204 $854K 0.25% -56 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,833 shares; 2023Q2: not loaded; 2023Q3: 14,478 shares; 2023Q4: 10,623 shares; 2024Q1: 11,434 shares; 2024Q2: 17,313 shares; 2024Q3: 18,728 shares 18,728 $852K 0.25% +1,415 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 5,608 shares; 2023Q4: 24,878 shares; 2024Q1: 21,288 shares; 2024Q2: 20,697 shares; 2024Q3: 28,105 shares 28,105 $852K 0.25% +7,408 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,949 shares; 2023Q2: not loaded; 2023Q3: 4,495 shares; 2023Q4: 3,014 shares; 2024Q1: 3,933 shares; 2024Q2: 4,279 shares; 2024Q3: 4,049 shares 4,049 $840K 0.24% -230 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,140 shares; 2023Q2: not loaded; 2023Q3: 5,514 shares; 2023Q4: 4,926 shares; 2024Q1: 4,764 shares; 2024Q2: 5,118 shares; 2024Q3: 4,745 shares 4,745 $821K 0.24% -373 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,171 shares; 2023Q2: not loaded; 2023Q3: 29,207 shares; 2023Q4: 15,912 shares; 2024Q1: 16,137 shares; 2024Q2: 14,932 shares; 2024Q3: 14,525 shares 14,525 $794K 0.23% -407 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,744 shares; 2023Q2: not loaded; 2023Q3: 3,911 shares; 2023Q4: 4,024 shares; 2024Q1: 3,267 shares; 2024Q2: 2,798 shares; 2024Q3: 2,013 shares 2,013 $773K 0.23% -785 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,556 shares; 2023Q2: not loaded; 2023Q3: 7,334 shares; 2023Q4: 7,123 shares; 2024Q1: 7,123 shares; 2024Q2: 6,923 shares; 2024Q3: 6,771 shares 6,771 $757K 0.22% -152 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,591 shares; 2023Q2: not loaded; 2023Q3: 7,982 shares; 2023Q4: 7,255 shares; 2024Q1: 7,059 shares; 2024Q2: 6,999 shares; 2024Q3: 6,932 shares 6,932 $757K 0.22% -67 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30,299 shares; 2023Q2: not loaded; 2023Q3: 30,439 shares; 2023Q4: 30,011 shares; 2024Q1: 29,034 shares; 2024Q2: 21,374 shares; 2024Q3: 15,832 shares 15,832 $722K 0.21% -5,542 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,834 shares; 2023Q2: not loaded; 2023Q3: 5,490 shares; 2023Q4: 5,449 shares; 2024Q1: 5,577 shares; 2024Q2: 4,555 shares; 2024Q3: 4,029 shares 4,029 $722K 0.21% -526 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,162 shares; 2023Q2: not loaded; 2023Q3: 11,066 shares; 2023Q4: 9,957 shares; 2024Q1: 9,612 shares; 2024Q2: 8,458 shares; 2024Q3: 6,507 shares 6,507 $717K 0.21% -1,951 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,706 shares; 2023Q2: not loaded; 2023Q3: 5,556 shares; 2023Q4: 5,528 shares; 2024Q1: 5,553 shares; 2024Q2: 5,495 shares; 2024Q3: 5,627 shares 5,627 $710K 0.21% +132 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,169 shares; 2023Q2: not loaded; 2023Q3: 8,169 shares; 2023Q4: 8,469 shares; 2024Q1: 8,469 shares; 2024Q2: 11,429 shares; 2024Q3: 20,428 shares 20,428 $700K 0.2% +8,999 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,203 shares; 2023Q2: not loaded; 2023Q3: 2,347 shares; 2023Q4: 2,495 shares; 2024Q1: 2,394 shares; 2024Q2: 4,533 shares; 2024Q3: 4,661 shares 4,661 $686K 0.2% +128 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; 2022Q4: restricted; 2023Q1: 3,896 shares; 2023Q2: not loaded; 2023Q3: 3,754 shares; 2023Q4: 4,630 shares; 2024Q1: 4,648 shares; 2024Q2: 5,037 shares; 2024Q3: 4,070 shares 4,070 $663K 0.19% -967 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,343 shares 28,343 $656K 0.19% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,177 shares; 2023Q2: not loaded; 2023Q3: 10,242 shares; 2023Q4: 10,282 shares; 2024Q1: 11,482 shares; 2024Q2: 14,857 shares; 2024Q3: 12,774 shares 12,774 $652K 0.19% -2,083 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,975 shares; 2023Q2: not loaded; 2023Q3: 2,988 shares; 2023Q4: 4,602 shares; 2024Q1: 4,602 shares; 2024Q2: 4,645 shares; 2024Q3: 4,645 shares 4,645 $648K 0.19% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,030 shares; 2023Q2: not loaded; 2023Q3: 7,800 shares; 2023Q4: 8,354 shares; 2024Q1: 7,552 shares; 2024Q2: 8,764 shares; 2024Q3: 8,961 shares 8,961 $643K 0.19% +197 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,836 shares; 2023Q2: not loaded; 2023Q3: 7,572 shares; 2023Q4: 4,282 shares; 2024Q1: 4,172 shares; 2024Q2: 11,416 shares; 2024Q3: 7,888 shares 7,888 $637K 0.19% -3,528 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; 2022Q4: restricted; 2023Q1: 5,752 shares; 2023Q2: not loaded; 2023Q3: 5,754 shares; 2023Q4: 5,773 shares; 2024Q1: 5,990 shares; 2024Q2: 6,030 shares; 2024Q3: 6,207 shares 6,207 $634K 0.18% +177 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 337 shares; 2023Q2: not loaded; 2023Q3: 257 shares; 2023Q4: 876 shares; 2024Q1: 1,933 shares; 2024Q2: 2,257 shares; 2024Q3: 2,252 shares 2,252 $631K 0.18% -5 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 11,550 shares; 2024Q1: 12,810 shares; 2024Q2: 13,640 shares; 2024Q3: 13,580 shares 13,580 $631K 0.18% -60 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,681 shares; 2024Q3: 14,301 shares 14,301 $630K 0.18% +5,620 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,157 shares; 2023Q2: not loaded; 2023Q3: 4,131 shares; 2023Q4: 4,355 shares; 2024Q1: 5,053 shares; 2024Q2: 6,177 shares; 2024Q3: 6,534 shares 6,534 $621K 0.18% +357 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,508 shares; 2023Q2: not loaded; 2023Q3: 2,869 shares; 2023Q4: 2,744 shares; 2024Q1: 2,744 shares; 2024Q2: 2,734 shares; 2024Q3: 3,023 shares 3,023 $610K 0.18% +289 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,912 shares; 2023Q2: not loaded; 2023Q3: 2,981 shares; 2023Q4: 2,904 shares; 2024Q1: 18,228 shares; 2024Q2: 22,245 shares; 2024Q3: 10,301 shares 10,301 $610K 0.18% -11,944 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; 2022Q4: restricted; 2023Q1: 5,237 shares; 2023Q2: not loaded; 2023Q3: 9,448 shares; 2023Q4: 18,806 shares; 2024Q1: 20,381 shares; 2024Q2: 24,173 shares; 2024Q3: 26,403 shares 26,403 $610K 0.18% +2,230 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,986 shares; 2023Q2: not loaded; 2023Q3: 1,607 shares; 2023Q4: 1,554 shares; 2024Q1: 1,646 shares; 2024Q2: 1,435 shares; 2024Q3: 1,441 shares 1,441 $601K 0.18% +6 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,983 shares; 2023Q2: not loaded; 2023Q3: 11,348 shares; 2023Q4: 11,017 shares; 2024Q1: 11,722 shares; 2024Q2: 11,325 shares; 2024Q3: 11,383 shares 11,383 $601K 0.18% +58 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,670 shares; 2023Q2: not loaded; 2023Q3: 7,929 shares; 2023Q4: 8,380 shares; 2024Q1: 7,745 shares; 2024Q2: 9,433 shares; 2024Q3: 9,486 shares 9,486 $601K 0.18% +53 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,540 shares; 2023Q2: not loaded; 2023Q3: 4,332 shares; 2023Q4: 4,218 shares; 2024Q1: 4,122 shares; 2024Q2: 4,031 shares; 2024Q3: 2,160 shares 2,160 $586K 0.17% -1,871 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,712 shares; 2023Q2: not loaded; 2023Q3: 22,061 shares; 2023Q4: 8,675 shares; 2024Q1: 8,465 shares; 2024Q2: 8,409 shares; 2024Q3: 7,670 shares 7,670 $576K 0.17% -739 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,208 shares; 2023Q2: not loaded; 2023Q3: 2,334 shares; 2023Q4: 2,819 shares; 2024Q1: 3,155 shares; 2024Q2: 3,362 shares; 2024Q3: 3,400 shares 3,400 $575K 0.17% +38 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,750 shares; 2023Q2: not loaded; 2023Q3: 5,048 shares; 2023Q4: 3,483 shares; 2024Q1: 3,114 shares; 2024Q2: 3,562 shares; 2024Q3: 3,633 shares 3,633 $566K 0.16% +71 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,704 shares; 2023Q2: not loaded; 2023Q3: 4,288 shares; 2023Q4: 4,150 shares; 2024Q1: 4,149 shares; 2024Q2: 4,157 shares; 2024Q3: 3,928 shares 3,928 $558K 0.16% -229 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,126 shares; 2023Q2: not loaded; 2023Q3: 26,512 shares; 2023Q4: 19,976 shares; 2024Q1: 12,406 shares; 2024Q2: 13,795 shares; 2024Q3: 14,085 shares 14,085 $551K 0.16% +290 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,057 shares; 2024Q3: 17,724 shares 17,724 $550K 0.16% +6,667 Timeline REVS 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 580 shares; 2023Q4: 5,950 shares; 2024Q1: 6,817 shares; 2024Q2: 8,662 shares; 2024Q3: 21,622 shares 21,622 $548K 0.16% +12,960 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; 2022Q4: restricted; 2023Q1: 1,897 shares; 2023Q2: not loaded; 2023Q3: 11,568 shares; 2023Q4: 10,111 shares; 2024Q1: 10,796 shares; 2024Q2: 15,103 shares; 2024Q3: 15,871 shares 15,871 $535K 0.16% +768 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,107 shares; 2023Q2: not loaded; 2023Q3: 1,410 shares; 2023Q4: 1,381 shares; 2024Q1: 1,581 shares; 2024Q2: 1,591 shares; 2024Q3: 1,364 shares 1,364 $533K 0.16% -227 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 1,859 shares; 2024Q1: 5,075 shares; 2024Q2: 11,419 shares; 2024Q3: 6,915 shares 6,915 $531K 0.15% -4,504 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 4,067 shares; 2023Q4: 8,447 shares; 2024Q1: 9,734 shares; 2024Q2: 11,618 shares; 2024Q3: 13,644 shares 13,644 $530K 0.15% +2,026 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,578 shares; 2023Q2: not loaded; 2023Q3: 13,674 shares; 2023Q4: 12,746 shares; 2024Q1: 10,261 shares; 2024Q2: 11,317 shares; 2024Q3: 11,708 shares 11,708 $525K 0.15% +391 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; 2022Q4: restricted; 2023Q1: 3,420 shares; 2023Q2: not loaded; 2023Q3: 2,838 shares; 2023Q4: 2,712 shares; 2024Q1: 2,724 shares; 2024Q2: 2,221 shares; 2024Q3: 1,888 shares 1,888 $522K 0.15% -333 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26,349 shares; 2023Q2: not loaded; 2023Q3: 24,701 shares; 2023Q4: 26,403 shares; 2024Q1: 26,695 shares; 2024Q2: 26,303 shares; 2024Q3: 25,104 shares 25,104 $518K 0.15% -1,199 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; 2022Q4: restricted; 2023Q1: 8,034 shares; 2023Q2: not loaded; 2023Q3: 9,956 shares; 2023Q4: 10,486 shares; 2024Q1: 10,918 shares; 2024Q2: 11,487 shares; 2024Q3: 11,589 shares 11,589 $517K 0.15% +102 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 2,190 shares; 2024Q2: 4,329 shares; 2024Q3: 7,588 shares 7,588 $512K 0.15% +3,259 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,900 shares; 2023Q2: not loaded; 2023Q3: 9,900 shares; 2023Q4: 11,412 shares; 2024Q1: 13,339 shares; 2024Q2: 14,644 shares; 2024Q3: 14,644 shares 14,644 $509K 0.15% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,250 shares; 2023Q2: not loaded; 2023Q3: 7,711 shares; 2023Q4: 2,528 shares; 2024Q1: 2,616 shares; 2024Q2: 2,525 shares; 2024Q3: 2,521 shares 2,521 $499K 0.15% -4 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; 2022Q4: restricted; 2023Q1: 1,879 shares; 2023Q2: not loaded; 2023Q3: 5,064 shares; 2023Q4: 5,481 shares; 2024Q1: 4,594 shares; 2024Q2: 5,140 shares; 2024Q3: 5,258 shares 5,258 $479K 0.14% +118 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; 2022Q4: restricted; 2023Q1: 6,158 shares; 2023Q2: not loaded; 2023Q3: 5,465 shares; 2023Q4: 5,339 shares; 2024Q1: 5,300 shares; 2024Q2: 4,231 shares; 2024Q3: 3,854 shares 3,854 $473K 0.14% -377 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; 2022Q4: restricted; 2023Q1: 760 shares; 2023Q2: not loaded; 2023Q3: 1,528 shares; 2023Q4: 3,818 shares; 2024Q1: 3,836 shares; 2024Q2: 3,977 shares; 2024Q3: 3,964 shares 3,964 $471K 0.14% -13 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; 2022Q4: restricted; 2023Q1: 138 shares; 2023Q2: not loaded; 2023Q3: 4,455 shares; 2023Q4: 4,910 shares; 2024Q1: 3,863 shares; 2024Q2: 3,860 shares; 2024Q3: 3,956 shares 3,956 $470K 0.14% +96 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,368 shares; 2023Q2: not loaded; 2023Q3: 1,223 shares; 2023Q4: 4,079 shares; 2024Q1: 4,372 shares; 2024Q2: 4,448 shares; 2024Q3: 4,013 shares 4,013 $470K 0.14% -435 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,969 shares; 2023Q2: not loaded; 2023Q3: 3,117 shares; 2023Q4: 2,709 shares; 2024Q1: 2,676 shares; 2024Q2: 2,187 shares; 2024Q3: 2,074 shares 2,074 $458K 0.13% -113 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,573 shares; 2023Q2: not loaded; 2023Q3: 8,731 shares; 2023Q4: 8,651 shares; 2024Q1: 8,701 shares; 2024Q2: 8,390 shares; 2024Q3: 7,292 shares 7,292 $457K 0.13% -1,098 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 116 shares; 2023Q2: not loaded; 2023Q3: 1,272 shares; 2023Q4: 1,424 shares; 2024Q1: 1,302 shares; 2024Q2: 1,492 shares; 2024Q3: 1,538 shares 1,538 $447K 0.13% +46 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,187 shares; 2023Q2: not loaded; 2023Q3: 1,551 shares; 2023Q4: 1,203 shares; 2024Q1: 5,092 shares; 2024Q2: 4,921 shares; 2024Q3: 7,170 shares 7,170 $446K 0.13% +2,249 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,512 shares; 2023Q2: not loaded; 2023Q3: 1,078 shares; 2023Q4: 1,509 shares; 2024Q1: 1,502 shares; 2024Q2: 1,502 shares; 2024Q3: 1,056 shares 1,056 $446K 0.13% -446 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,902 shares; 2023Q2: not loaded; 2023Q3: 2,724 shares; 2023Q4: 2,624 shares; 2024Q1: 2,632 shares; 2024Q2: 2,731 shares; 2024Q3: 1,801 shares 1,801 $443K 0.13% -930 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; 2022Q4: restricted; 2023Q1: 1,325 shares; 2023Q2: not loaded; 2023Q3: 21,032 shares; 2023Q4: 25,077 shares; 2024Q1: 35,220 shares; 2024Q2: 54,768 shares; 2024Q3: 56,355 shares 56,355 $442K 0.13% +1,587 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,154 shares; 2023Q2: not loaded; 2023Q3: 2,975 shares; 2023Q4: 3,008 shares; 2024Q1: 2,837 shares; 2024Q2: 2,647 shares; 2024Q3: 1,597 shares 1,597 $432K 0.13% -1,050 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; 2022Q4: restricted; 2023Q1: 623 shares; 2023Q2: not loaded; 2023Q3: 484 shares; 2023Q4: 484 shares; 2024Q1: 484 shares; 2024Q2: 604 shares; 2024Q3: 530 shares 530 $429K 0.12% -74 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,371 shares; 2023Q2: not loaded; 2023Q3: 1,629 shares; 2023Q4: 1,607 shares; 2024Q1: 2,727 shares; 2024Q2: 3,056 shares; 2024Q3: 2,800 shares 2,800 $425K 0.12% -256 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,135 shares; 2023Q2: not loaded; 2023Q3: 4,010 shares; 2023Q4: 3,798 shares; 2024Q1: 3,807 shares; 2024Q2: 3,664 shares; 2024Q3: 3,629 shares 3,629 $424K 0.12% -35 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,696 shares; 2023Q2: not loaded; 2023Q3: 3,529 shares; 2023Q4: 3,358 shares; 2024Q1: 3,189 shares; 2024Q2: 2,790 shares; 2024Q3: 2,235 shares 2,235 $424K 0.12% -555 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,784 shares; 2023Q4: 3,954 shares; 2024Q1: 4,758 shares; 2024Q2: 5,777 shares; 2024Q3: 1,944 shares 1,944 $424K 0.12% -3,833 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 228 shares; 2023Q2: not loaded; 2023Q3: 3,684 shares; 2023Q4: 4,076 shares; 2024Q1: 4,272 shares; 2024Q2: 5,687 shares; 2024Q3: 5,754 shares 5,754 $423K 0.12% +67 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: not loaded; 2023Q3: 87 shares; 2023Q4: 112 shares; 2024Q1: 7,094 shares; 2024Q2: 11,554 shares; 2024Q3: 3,685 shares 3,685 $423K 0.12% -7,869 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,326 shares; 2023Q2: not loaded; 2023Q3: 3,380 shares; 2023Q4: 9,356 shares; 2024Q1: 10,794 shares; 2024Q2: 10,554 shares; 2024Q3: 4,345 shares 4,345 $419K 0.12% -6,209 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 363 shares; 2023Q2: not loaded; 2023Q3: 6,249 shares; 2023Q4: 6,980 shares; 2024Q1: 5,903 shares; 2024Q2: 7,626 shares; 2024Q3: 7,797 shares 7,797 $419K 0.12% +171 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 2,461 shares; 2023Q4: 2,461 shares; 2024Q1: 2,202 shares; 2024Q2: 2,249 shares; 2024Q3: 2,270 shares 2,270 $409K 0.12% +21 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,376 shares; 2023Q2: not loaded; 2023Q3: 4,753 shares; 2023Q4: 4,751 shares; 2024Q1: 4,751 shares; 2024Q2: 4,882 shares; 2024Q3: 4,882 shares 4,882 $408K 0.12% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 157 shares; 2023Q2: not loaded; 2023Q3: 140 shares; 2023Q4: 3,110 shares; 2024Q1: 3,068 shares; 2024Q2: 3,068 shares; 2024Q3: 3,048 shares 3,048 $403K 0.12% -20 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,215 shares; 2024Q2: 8,701 shares; 2024Q3: 13,385 shares 13,385 $403K 0.12% +4,684 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 23,570 shares; 2023Q2: not loaded; 2023Q3: 22,220 shares; 2023Q4: 21,886 shares; 2024Q1: 22,515 shares; 2024Q2: 22,030 shares; 2024Q3: 20,439 shares 20,439 $399K 0.12% -1,591 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 38,262 shares; 2023Q2: not loaded; 2023Q3: 20,491 shares; 2023Q4: 13,623 shares; 2024Q1: 7,488 shares; 2024Q2: 8,538 shares; 2024Q3: 7,807 shares 7,807 $394K 0.11% -731 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,950 shares 1,950 $387K 0.11% new Timeline SPBC 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,037 shares; 2024Q3: 10,619 shares 10,619 $386K 0.11% -3,418 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 828 shares; 2023Q2: not loaded; 2023Q3: 828 shares; 2023Q4: 828 shares; 2024Q1: 828 shares; 2024Q2: 828 shares; 2024Q3: 7,532 shares 7,532 $380K 0.11% +6,704 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 6,780 shares; 2024Q1: 8,370 shares; 2024Q2: 9,915 shares; 2024Q3: 9,915 shares 9,915 $376K 0.11% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,774 shares; 2023Q2: not loaded; 2023Q3: 3,528 shares; 2023Q4: 3,031 shares; 2024Q1: 3,731 shares; 2024Q2: 4,054 shares; 2024Q3: 3,886 shares 3,886 $373K 0.11% -168 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,526 shares; 2023Q2: not loaded; 2023Q3: 3,376 shares; 2023Q4: 3,218 shares; 2024Q1: 3,169 shares; 2024Q2: 2,812 shares; 2024Q3: 2,556 shares 2,556 $363K 0.11% -256 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,433 shares; 2023Q2: not loaded; 2023Q3: 7,590 shares; 2023Q4: 8,328 shares; 2024Q1: 8,328 shares; 2024Q2: 11,268 shares; 2024Q3: 10,540 shares 10,540 $361K 0.11% -728 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; 2022Q4: restricted; 2023Q1: 13,117 shares; 2023Q2: not loaded; 2023Q3: 10,412 shares; 2023Q4: 10,064 shares; 2024Q1: 10,121 shares; 2024Q2: 6,900 shares; 2024Q3: 5,726 shares 5,726 $349K 0.1% -1,174 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,513 shares; 2023Q2: not loaded; 2023Q3: 3,780 shares; 2023Q4: 3,430 shares; 2024Q1: 3,622 shares; 2024Q2: 3,551 shares; 2024Q3: 3,439 shares 3,439 $348K 0.1% -112 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,419 shares; 2023Q2: not loaded; 2023Q3: 1,898 shares; 2023Q4: 1,950 shares; 2024Q1: 2,784 shares; 2024Q2: 2,808 shares; 2024Q3: 2,843 shares 2,843 $345K 0.1% +35 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,647 shares; 2023Q2: not loaded; 2023Q3: 8,448 shares; 2023Q4: 8,448 shares; 2024Q1: 8,448 shares; 2024Q2: 8,348 shares; 2024Q3: 8,238 shares 8,238 $345K 0.1% -110 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,033 shares; 2023Q2: not loaded; 2023Q3: 2,991 shares; 2023Q4: 2,986 shares; 2024Q1: 2,986 shares; 2024Q2: 3,023 shares; 2024Q3: 3,500 shares 3,500 $343K 0.1% +477 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,167 shares; 2023Q2: not loaded; 2023Q3: 2,276 shares; 2023Q4: 2,252 shares; 2024Q1: 1,773 shares; 2024Q2: 1,934 shares; 2024Q3: 1,934 shares 1,934 $329K 0.1% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,958 shares; 2023Q2: not loaded; 2023Q3: 13,155 shares; 2023Q4: 13,241 shares; 2024Q1: 13,670 shares; 2024Q2: 13,574 shares; 2024Q3: 14,734 shares 14,734 $324K 0.09% +1,160 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; 2022Q4: restricted; 2023Q1: 64 shares; 2023Q2: not loaded; 2023Q3: 2,344 shares; 2023Q4: 2,624 shares; 2024Q1: 2,389 shares; 2024Q2: 2,807 shares; 2024Q3: 2,947 shares 2,947 $321K 0.09% +140 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; 2022Q4: restricted; 2023Q1: 1,029 shares; 2023Q2: not loaded; 2023Q3: 941 shares; 2023Q4: 897 shares; 2024Q1: 897 shares; 2024Q2: 708 shares; 2024Q3: 635 shares 635 $320K 0.09% -73 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,514 shares; 2023Q2: not loaded; 2023Q3: 9,125 shares; 2023Q4: 12,443 shares; 2024Q1: 13,252 shares; 2024Q2: 9,165 shares; 2024Q3: 6,997 shares 6,997 $317K 0.09% -2,168 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 408 shares; 2023Q2: not loaded; 2023Q3: 360 shares; 2023Q4: 1,711 shares; 2024Q1: 1,745 shares; 2024Q2: 1,704 shares; 2024Q3: 1,581 shares 1,581 $317K 0.09% -123 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,575 shares; 2023Q2: not loaded; 2023Q3: 3,812 shares; 2023Q4: 4,091 shares; 2024Q1: 4,019 shares; 2024Q2: 4,030 shares; 2024Q3: 4,042 shares 4,042 $316K 0.09% +12 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 932 shares; 2023Q2: not loaded; 2023Q3: 1,488 shares; 2023Q4: 2,876 shares; 2024Q1: 2,876 shares; 2024Q2: 2,876 shares; 2024Q3: 3,018 shares 3,018 $314K 0.09% +142 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,207 shares; 2023Q2: not loaded; 2023Q3: 2,227 shares; 2023Q4: 2,091 shares; 2024Q1: 2,000 shares; 2024Q2: 2,269 shares; 2024Q3: 2,303 shares 2,303 $311K 0.09% +34 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,314 shares; 2023Q2: not loaded; 2023Q3: 1,483 shares; 2023Q4: 1,195 shares; 2024Q1: 1,586 shares; 2024Q2: 1,734 shares; 2024Q3: 1,860 shares 1,860 $305K 0.09% +126 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 608 shares; 2024Q1: 656 shares; 2024Q2: 826 shares; 2024Q3: 782 shares 782 $305K 0.09% -44 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; 2022Q4: restricted; 2023Q1: 1,680 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,626 shares; 2024Q2: 6,836 shares; 2024Q3: 7,054 shares 7,054 $294K 0.09% +218 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; 2022Q4: restricted; 2023Q1: 1,383 shares; 2023Q2: not loaded; 2023Q3: 1,390 shares; 2023Q4: 1,263 shares; 2024Q1: 1,060 shares; 2024Q2: 1,044 shares; 2024Q3: 1,021 shares 1,021 $288K 0.08% -23 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; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: not loaded; 2023Q3: 109 shares; 2023Q4: 173 shares; 2024Q1: 11,835 shares; 2024Q2: 10,224 shares; 2024Q3: 7,632 shares 7,632 $286K 0.08% -2,592 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,495 shares; 2023Q2: not loaded; 2023Q3: 4,018 shares; 2023Q4: 4,525 shares; 2024Q1: 4,823 shares; 2024Q2: 5,110 shares; 2024Q3: 5,364 shares 5,364 $285K 0.08% +254 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,024 shares; 2023Q2: not loaded; 2023Q3: 5,240 shares; 2023Q4: 5,443 shares; 2024Q1: 5,370 shares; 2024Q2: 3,616 shares; 2024Q3: 3,632 shares 3,632 $285K 0.08% +16 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,735 shares; 2023Q2: not loaded; 2023Q3: 9,907 shares; 2023Q4: 11,680 shares; 2024Q1: 12,518 shares; 2024Q2: 12,314 shares; 2024Q3: 3,531 shares 3,531 $285K 0.08% -8,783 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,244 shares; 2023Q2: not loaded; 2023Q3: 3,129 shares; 2023Q4: 2,782 shares; 2024Q1: 2,796 shares; 2024Q2: 4,301 shares; 2024Q3: 4,484 shares 4,484 $284K 0.08% +183 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; 2022Q4: restricted; 2023Q1: 515 shares; 2023Q2: not loaded; 2023Q3: 1,400 shares; 2023Q4: 1,350 shares; 2024Q1: 1,350 shares; 2024Q2: 1,325 shares; 2024Q3: 1,700 shares 1,700 $282K 0.08% +375 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,167 shares; 2023Q2: not loaded; 2023Q3: 4,063 shares; 2023Q4: 3,570 shares; 2024Q1: 3,664 shares; 2024Q2: 4,226 shares; 2024Q3: 4,750 shares 4,750 $281K 0.08% +524 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,353 shares; 2024Q2: 3,276 shares; 2024Q3: 3,376 shares 3,376 $278K 0.08% +100 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,717 shares; 2023Q2: not loaded; 2023Q3: 1,839 shares; 2023Q4: 1,676 shares; 2024Q1: 1,713 shares; 2024Q2: 1,661 shares; 2024Q3: 1,655 shares 1,655 $277K 0.08% -6 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; 2022Q4: restricted; 2023Q1: 25,255 shares; 2023Q2: not loaded; 2023Q3: 23,745 shares; 2023Q4: 24,927 shares; 2024Q1: 25,312 shares; 2024Q2: 25,057 shares; 2024Q3: 26,133 shares 26,133 $275K 0.08% +1,076 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 71 shares; 2023Q4: 72 shares; 2024Q1: 13,942 shares; 2024Q2: 14,790 shares; 2024Q3: 15,185 shares 15,185 $274K 0.08% +395 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5 shares; 2023Q2: not loaded; 2023Q3: 5 shares; 2023Q4: 66 shares; 2024Q1: 63 shares; 2024Q2: 62 shares; 2024Q3: 65 shares 65 $273K 0.08% +3 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 659 shares; 2023Q2: not loaded; 2023Q3: 664 shares; 2023Q4: 757 shares; 2024Q1: 747 shares; 2024Q2: 796 shares; 2024Q3: 799 shares 799 $264K 0.08% +3 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 614 shares; 2023Q2: not loaded; 2023Q3: 1,178 shares; 2023Q4: 1,180 shares; 2024Q1: 4,085 shares; 2024Q2: 2,124 shares; 2024Q3: 2,400 shares 2,400 $262K 0.08% +276 Timeline PSI 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; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: not loaded; 2023Q3: 2,080 shares; 2023Q4: 10,008 shares; 2024Q1: 1,653 shares; 2024Q2: 6,622 shares; 2024Q3: 4,548 shares 4,548 $261K 0.08% -2,074 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 1,110 shares; 2023Q4: 5,639 shares; 2024Q1: 7,540 shares; 2024Q2: 8,743 shares; 2024Q3: 9,080 shares 9,080 $260K 0.08% +337 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,430 shares; 2023Q2: not loaded; 2023Q3: 5,469 shares; 2023Q4: 3,162 shares; 2024Q1: 3,355 shares; 2024Q2: 6,186 shares; 2024Q3: 6,511 shares 6,511 $258K 0.08% +325 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,800 shares; 2023Q2: not loaded; 2023Q3: 5,018 shares; 2023Q4: 4,752 shares; 2024Q1: 4,739 shares; 2024Q2: 3,093 shares; 2024Q3: 3,110 shares 3,110 $258K 0.08% +17 Timeline FLMB 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,804 shares; 2024Q2: 10,625 shares; 2024Q3: 10,580 shares 10,580 $258K 0.08% -45 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,633 shares; 2023Q2: not loaded; 2023Q3: 3,244 shares; 2023Q4: 3,138 shares; 2024Q1: 3,163 shares; 2024Q2: 3,064 shares; 2024Q3: 3,069 shares 3,069 $257K 0.07% +5 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,715 shares; 2023Q2: not loaded; 2023Q3: 5,996 shares; 2023Q4: 5,877 shares; 2024Q1: 5,420 shares; 2024Q2: 5,407 shares; 2024Q3: 5,117 shares 5,117 $257K 0.07% -290 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; 2022Q4: restricted; 2023Q1: 7,203 shares; 2023Q2: not loaded; 2023Q3: 6,958 shares; 2023Q4: 6,406 shares; 2024Q1: 5,754 shares; 2024Q2: 3,892 shares; 2024Q3: 3,160 shares 3,160 $253K 0.07% -732 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; 2022Q4: restricted; 2023Q1: 13,442 shares; 2023Q2: not loaded; 2023Q3: 8,164 shares; 2023Q4: 7,829 shares; 2024Q1: 7,786 shares; 2024Q2: 6,548 shares; 2024Q3: 4,856 shares 4,856 $251K 0.07% -1,692 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; 2022Q4: restricted; 2023Q1: 2,362 shares; 2023Q2: not loaded; 2023Q3: 2,233 shares; 2023Q4: 1,993 shares; 2024Q1: 1,923 shares; 2024Q2: 1,923 shares; 2024Q3: 1,199 shares 1,199 $251K 0.07% -724 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,361 shares; 2023Q2: not loaded; 2023Q3: 5,250 shares; 2023Q4: 4,066 shares; 2024Q1: 4,310 shares; 2024Q2: 5,413 shares; 2024Q3: 6,065 shares 6,065 $250K 0.07% +652 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 893 shares; 2023Q2: not loaded; 2023Q3: 1,003 shares; 2023Q4: 1,017 shares; 2024Q1: 1,017 shares; 2024Q2: 860 shares; 2024Q3: 1,979 shares 1,979 $248K 0.07% +1,119 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 638 shares; 2023Q2: not loaded; 2023Q3: 475 shares; 2023Q4: 524 shares; 2024Q1: 525 shares; 2024Q2: 538 shares; 2024Q3: 501 shares 501 $247K 0.07% -37 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,700 shares; 2023Q2: not loaded; 2023Q3: 2,313 shares; 2023Q4: 1,996 shares; 2024Q1: 1,877 shares; 2024Q2: 1,611 shares; 2024Q3: 1,386 shares 1,386 $247K 0.07% -225 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,036 shares; 2023Q2: not loaded; 2023Q3: 3,071 shares; 2023Q4: 3,095 shares; 2024Q1: 3,115 shares; 2024Q2: 3,115 shares; 2024Q3: 3,115 shares 3,115 $241K 0.07% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,122 shares; 2023Q2: not loaded; 2023Q3: 2,024 shares; 2023Q4: 2,028 shares; 2024Q1: 1,998 shares; 2024Q2: 2,033 shares; 2024Q3: 2,444 shares 2,444 $239K 0.07% +411 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,372 shares; 2023Q2: not loaded; 2023Q3: 5,954 shares; 2023Q4: 5,958 shares; 2024Q1: 5,297 shares; 2024Q2: 5,885 shares; 2024Q3: 5,686 shares 5,686 $237K 0.07% -199 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; 2022Q4: restricted; 2023Q1: 6 shares; 2023Q2: not loaded; 2023Q3: 34 shares; 2023Q4: 147 shares; 2024Q1: 229 shares; 2024Q2: 249 shares; 2024Q3: 1,474 shares 1,474 $235K 0.07% +1,225 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,508 shares; 2024Q3: 4,772 shares 4,772 $235K 0.07% -15,736 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,591 shares; 2023Q2: not loaded; 2023Q3: 2,800 shares; 2023Q4: 2,804 shares; 2024Q1: 2,406 shares; 2024Q2: 2,532 shares; 2024Q3: 2,250 shares 2,250 $234K 0.07% -282 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 298 shares; 2023Q2: not loaded; 2023Q3: 1,666 shares; 2023Q4: 1,654 shares; 2024Q1: 1,648 shares; 2024Q2: 1,723 shares; 2024Q3: 1,735 shares 1,735 $228K 0.07% +12 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,117 shares; 2023Q2: not loaded; 2023Q3: 1,111 shares; 2023Q4: 1,117 shares; 2024Q1: 1,109 shares; 2024Q2: 1,159 shares; 2024Q3: 1,191 shares 1,191 $224K 0.07% +32 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 282 shares; 2023Q2: not loaded; 2023Q3: 1,779 shares; 2023Q4: 1,977 shares; 2024Q1: 1,869 shares; 2024Q2: 2,465 shares; 2024Q3: 2,659 shares 2,659 $224K 0.07% +194 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,513 shares; 2023Q2: not loaded; 2023Q3: 3,067 shares; 2023Q4: 2,732 shares; 2024Q1: 2,584 shares; 2024Q2: 2,091 shares; 2024Q3: 1,977 shares 1,977 $223K 0.06% -114 Timeline VIOO 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; 2022Q4: restricted; 2023Q1: 580 shares; 2023Q2: not loaded; 2023Q3: 828 shares; 2023Q4: 1,641 shares; 2024Q1: 1,830 shares; 2024Q2: 1,791 shares; 2024Q3: 2,053 shares 2,053 $222K 0.06% +262 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,904 shares; 2023Q2: not loaded; 2023Q3: 4,705 shares; 2023Q4: 4,748 shares; 2024Q1: 4,752 shares; 2024Q2: 5,053 shares; 2024Q3: 4,905 shares 4,905 $221K 0.06% -148 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; 2022Q4: restricted; 2023Q1: 2,298 shares; 2023Q2: not loaded; 2023Q3: 2,265 shares; 2023Q4: 2,512 shares; 2024Q1: 4,399 shares; 2024Q2: 4,944 shares; 2024Q3: 5,025 shares 5,025 $220K 0.06% +81 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25,565 shares; 2023Q2: not loaded; 2023Q3: 11,038 shares; 2023Q4: 10,853 shares; 2024Q1: 6,809 shares; 2024Q2: 6,963 shares; 2024Q3: 6,038 shares 6,038 $215K 0.06% -925 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,636 shares; 2023Q2: not loaded; 2023Q3: 1,727 shares; 2023Q4: 2,046 shares; 2024Q1: 2,167 shares; 2024Q2: 2,176 shares; 2024Q3: 1,847 shares 1,847 $213K 0.06% -329 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,500 shares; 2023Q2: not loaded; 2023Q3: 5,719 shares; 2023Q4: 4,980 shares; 2024Q1: 4,852 shares; 2024Q2: 4,696 shares; 2024Q3: 4,458 shares 4,458 $213K 0.06% -238 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,610 shares; 2024Q3: 6,610 shares 6,610 $212K 0.06% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,097 shares; 2023Q2: not loaded; 2023Q3: 9,168 shares; 2023Q4: 9,318 shares; 2024Q1: 9,717 shares; 2024Q2: 9,037 shares; 2024Q3: 7,293 shares 7,293 $211K 0.06% -1,744 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,274 shares; 2023Q2: not loaded; 2023Q3: 7,779 shares; 2023Q4: 13,454 shares; 2024Q1: 13,843 shares; 2024Q2: 12,652 shares; 2024Q3: 10,006 shares 10,006 $211K 0.06% -2,646 MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: not loaded; 2023Q3: 3,276 shares; 2023Q4: 1,475 shares; 2024Q1: 1,635 shares; 2024Q2: 1,456 shares; 2024Q3: 1,025 shares 1,025 $207K 0.06% -431 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,376 shares; 2023Q2: not loaded; 2023Q3: 1,500 shares; 2023Q4: 1,460 shares; 2024Q1: 1,979 shares; 2024Q2: 1,991 shares; 2024Q3: 1,980 shares 1,980 $205K 0.06% -11 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 408 shares; 2023Q2: not loaded; 2023Q3: 408 shares; 2023Q4: 408 shares; 2024Q1: 408 shares; 2024Q2: 408 shares; 2024Q3: 408 shares 408 $202K 0.06% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 838 shares; 2023Q2: not loaded; 2023Q3: 1,035 shares; 2023Q4: 1,057 shares; 2024Q1: 1,142 shares; 2024Q2: 1,248 shares; 2024Q3: 1,282 shares 1,282 $202K 0.06% +34 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 974 shares; 2023Q2: not loaded; 2023Q3: 790 shares; 2023Q4: 808 shares; 2024Q1: 3,967 shares; 2024Q2: 3,986 shares; 2024Q3: 3,118 shares 3,118 $202K 0.06% -868 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,223 shares; 2023Q2: not loaded; 2023Q3: 3,299 shares; 2023Q4: 6,750 shares; 2024Q1: 11,230 shares; 2024Q2: 4,371 shares; 2024Q3: 3,944 shares 3,944 $200K 0.06% -427 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 444 shares; 2023Q2: not loaded; 2023Q3: 444 shares; 2023Q4: 444 shares; 2024Q1: 991 shares; 2024Q2: 1,022 shares; 2024Q3: 4,524 shares 4,524 $197K 0.06% +3,502 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 669 shares; 2023Q2: not loaded; 2023Q3: 444 shares; 2023Q4: 444 shares; 2024Q1: 1,502 shares; 2024Q2: 1,509 shares; 2024Q3: 1,452 shares 1,452 $196K 0.06% -57 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 43 shares; 2023Q2: not loaded; 2023Q3: 38 shares; 2023Q4: 335 shares; 2024Q1: 351 shares; 2024Q2: 379 shares; 2024Q3: 219 shares 219 $195K 0.06% -160 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; 2022Q4: restricted; 2023Q1: 560 shares; 2023Q2: not loaded; 2023Q3: 373 shares; 2023Q4: 607 shares; 2024Q1: 531 shares; 2024Q2: 655 shares; 2024Q3: 940 shares 940 $194K 0.06% +285 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: not loaded; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 16 shares; 2024Q2: 5,100 shares; 2024Q3: 3,352 shares 3,352 $193K 0.06% -1,748 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,853 shares; 2023Q2: not loaded; 2023Q3: 15,752 shares; 2023Q4: 14,970 shares; 2024Q1: 13,697 shares; 2024Q2: 7,868 shares; 2024Q3: 7,710 shares 7,710 $193K 0.06% -158 XSLV 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; 2022Q4: restricted; 2023Q1: 8,286 shares; 2023Q2: not loaded; 2023Q3: 5,751 shares; 2023Q4: 5,243 shares; 2024Q1: 4,995 shares; 2024Q2: 4,023 shares; 2024Q3: 4,016 shares 4,016 $193K 0.06% -7 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,148 shares; 2023Q2: not loaded; 2023Q3: 2,424 shares; 2023Q4: 5,054 shares; 2024Q1: 4,744 shares; 2024Q2: 4,744 shares; 2024Q3: 7,517 shares 7,517 $188K 0.05% +2,773 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 345 shares; 2023Q2: not loaded; 2023Q3: 313 shares; 2023Q4: 313 shares; 2024Q1: 421 shares; 2024Q2: 465 shares; 2024Q3: 262 shares 262 $185K 0.05% -203 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,675 shares; 2023Q2: not loaded; 2023Q3: 12,300 shares; 2023Q4: 10,081 shares; 2024Q1: 9,791 shares; 2024Q2: 10,026 shares; 2024Q3: 8,316 shares 8,316 $185K 0.05% -1,710 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 220 shares; 2023Q4: 233 shares; 2024Q1: 296 shares; 2024Q2: 376 shares; 2024Q3: 537 shares 537 $183K 0.05% +161 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 827 shares; 2023Q2: not loaded; 2023Q3: 520 shares; 2023Q4: 840 shares; 2024Q1: 955 shares; 2024Q2: 985 shares; 2024Q3: 1,050 shares 1,050 $182K 0.05% +65 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 591 shares; 2023Q2: not loaded; 2023Q3: 596 shares; 2023Q4: 598 shares; 2024Q1: 600 shares; 2024Q2: 997 shares; 2024Q3: 1,726 shares 1,726 $181K 0.05% +729 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,376 shares; 2023Q2: not loaded; 2023Q3: 3,454 shares; 2023Q4: 4,502 shares; 2024Q1: 2,774 shares; 2024Q2: 2,814 shares; 2024Q3: 3,014 shares 3,014 $180K 0.05% +200 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,634 shares; 2024Q2: 7,526 shares; 2024Q3: 17,116 shares 17,116 $180K 0.05% +9,590 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 561 shares; 2023Q2: not loaded; 2023Q3: 530 shares; 2023Q4: 654 shares; 2024Q1: 705 shares; 2024Q2: 677 shares; 2024Q3: 678 shares 678 $178K 0.05% +1 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,385 shares; 2023Q2: not loaded; 2023Q3: 38,871 shares; 2023Q4: 3,525 shares; 2024Q1: 3,660 shares; 2024Q2: 7,334 shares; 2024Q3: 6,596 shares 6,596 $178K 0.05% -738 Timeline FLGV 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 8,792 shares; 2023Q4: 8,809 shares; 2024Q1: 8,442 shares; 2024Q2: 8,457 shares; 2024Q3: 8,472 shares 8,472 $178K 0.05% +15 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 349 shares; 2024Q1: 1,039 shares; 2024Q2: 1,684 shares; 2024Q3: 1,966 shares 1,966 $177K 0.05% +282 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,642 shares; 2023Q2: not loaded; 2023Q3: 3,490 shares; 2023Q4: 3,490 shares; 2024Q1: 3,490 shares; 2024Q2: 3,490 shares; 2024Q3: 3,490 shares 3,490 $176K 0.05% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 724 shares; 2023Q2: not loaded; 2023Q3: 719 shares; 2023Q4: 832 shares; 2024Q1: 791 shares; 2024Q2: 795 shares; 2024Q3: 743 shares 743 $176K 0.05% -52 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,750 shares; 2023Q2: not loaded; 2023Q3: 12,269 shares; 2023Q4: 12,348 shares; 2024Q1: 7,814 shares; 2024Q2: 6,810 shares; 2024Q3: 6,740 shares 6,740 $176K 0.05% -70 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 483 shares; 2023Q2: not loaded; 2023Q3: 1,102 shares; 2023Q4: 1,002 shares; 2024Q1: 1,002 shares; 2024Q2: 1,149 shares; 2024Q3: 1,149 shares 1,149 $175K 0.05% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,128 shares; 2023Q2: not loaded; 2023Q3: 2,508 shares; 2023Q4: 2,269 shares; 2024Q1: 2,106 shares; 2024Q2: 1,923 shares; 2024Q3: 1,581 shares 1,581 $174K 0.05% -342 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,411 shares; 2023Q2: not loaded; 2023Q3: 930 shares; 2023Q4: 901 shares; 2024Q1: 888 shares; 2024Q2: 809 shares; 2024Q3: 478 shares 478 $174K 0.05% -331 Timeline JCPI 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; 2022Q4: restricted; 2023Q1: 5,716 shares; 2023Q2: not loaded; 2023Q3: 5,296 shares; 2023Q4: 4,309 shares; 2024Q1: 4,230 shares; 2024Q2: 3,642 shares; 2024Q3: 3,642 shares 3,642 $174K 0.05% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,831 shares; 2023Q2: not loaded; 2023Q3: 1,781 shares; 2023Q4: 1,860 shares; 2024Q1: 1,906 shares; 2024Q2: 2,099 shares; 2024Q3: 2,097 shares 2,097 $173K 0.05% -2 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 3,385 shares; 2023Q4: 3,773 shares; 2024Q1: 3,385 shares; 2024Q2: 3,385 shares; 2024Q3: 3,385 shares 3,385 $171K 0.05% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,429 shares; 2023Q2: not loaded; 2023Q3: 2,429 shares; 2023Q4: 3,972 shares; 2024Q1: 3,972 shares; 2024Q2: 3,763 shares; 2024Q3: 3,763 shares 3,763 $169K 0.05% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 685 shares; 2023Q2: not loaded; 2023Q3: 685 shares; 2023Q4: 691 shares; 2024Q1: 712 shares; 2024Q2: 691 shares; 2024Q3: 691 shares 691 $168K 0.05% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,470 shares 6,470 $168K 0.05% new Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,706 shares; 2023Q2: not loaded; 2023Q3: 2,706 shares; 2023Q4: 2,512 shares; 2024Q1: 2,512 shares; 2024Q2: 2,512 shares; 2024Q3: 2,512 shares 2,512 $167K 0.05% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,222 shares; 2023Q2: not loaded; 2023Q3: 4,222 shares; 2023Q4: 4,222 shares; 2024Q1: 4,222 shares; 2024Q2: 4,856 shares; 2024Q3: 4,856 shares 4,856 $167K 0.05% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,682 shares; 2023Q2: not loaded; 2023Q3: 2,294 shares; 2023Q4: 2,047 shares; 2024Q1: 2,113 shares; 2024Q2: 2,128 shares; 2024Q3: 2,121 shares 2,121 $165K 0.05% -7 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 831 shares; 2023Q2: not loaded; 2023Q3: 1,263 shares; 2023Q4: 1,608 shares; 2024Q1: 1,609 shares; 2024Q2: 1,609 shares; 2024Q3: 1,580 shares 1,580 $164K 0.05% -29 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 10,838 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,894 shares 3,894 $162K 0.05% new Timeline FRANKLIN TEMPLETON ETF TR 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,117 shares; 2024Q2: 10,580 shares; 2024Q3: 10,540 shares 10,540 $162K 0.05% -40 NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,284 shares; 2023Q2: not loaded; 2023Q3: 2,142 shares; 2023Q4: 1,762 shares; 2024Q1: 1,597 shares; 2024Q2: 2,275 shares; 2024Q3: 1,911 shares 1,911 $161K 0.05% -364 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 110 shares; 2023Q2: not loaded; 2023Q3: 110 shares; 2023Q4: 5,918 shares; 2024Q1: 4,819 shares; 2024Q2: 4,819 shares; 2024Q3: 4,682 shares 4,682 $161K 0.05% -137 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,351 shares; 2023Q2: not loaded; 2023Q3: 4,366 shares; 2023Q4: 3,795 shares; 2024Q1: 4,236 shares; 2024Q2: 6,881 shares; 2024Q3: 7,783 shares 7,783 $161K 0.05% +902 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,503 shares; 2023Q2: not loaded; 2023Q3: 12,999 shares; 2023Q4: not reported; 2024Q1: 8,641 shares; 2024Q2: 7,898 shares; 2024Q3: 654 shares 654 $160K 0.05% -7,244 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; 2022Q4: restricted; 2023Q1: 1,089 shares; 2023Q2: not loaded; 2023Q3: 1,092 shares; 2023Q4: 1,094 shares; 2024Q1: 1,129 shares; 2024Q2: 1,131 shares; 2024Q3: 1,560 shares 1,560 $160K 0.05% +429 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; 2022Q4: restricted; 2023Q1: 1,097 shares; 2023Q2: not loaded; 2023Q3: 1,015 shares; 2023Q4: 1,015 shares; 2024Q1: 932 shares; 2024Q2: 936 shares; 2024Q3: 934 shares 934 $160K 0.05% -2 Timeline FRI 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; 2022Q4: restricted; 2023Q1: 2,756 shares; 2023Q2: not loaded; 2023Q3: 5,046 shares; 2023Q4: 5,046 shares; 2024Q1: 5,046 shares; 2024Q2: 5,046 shares; 2024Q3: 5,410 shares 5,410 $160K 0.05% +364 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,874 shares; 2023Q2: not loaded; 2023Q3: 7,264 shares; 2023Q4: 5,331 shares; 2024Q1: 5,529 shares; 2024Q2: 4,885 shares; 2024Q3: 5,469 shares 5,469 $159K 0.05% +584 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 67,077 shares; 2023Q2: not loaded; 2023Q3: 23,428 shares; 2023Q4: 16,373 shares; 2024Q1: 14,099 shares; 2024Q2: 13,195 shares; 2024Q3: 12,914 shares 12,914 $159K 0.05% -281 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,488 shares; 2023Q2: not loaded; 2023Q3: 1,894 shares; 2023Q4: 1,799 shares; 2024Q1: 1,568 shares; 2024Q2: 1,913 shares; 2024Q3: 1,236 shares 1,236 $158K 0.05% -677 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 159 shares; 2023Q2: not loaded; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 143 shares; 2024Q2: 203 shares; 2024Q3: 193 shares 193 $157K 0.05% -10 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; 2022Q4: restricted; 2023Q1: 3,677 shares; 2023Q2: not loaded; 2023Q3: 3,416 shares; 2023Q4: 3,550 shares; 2024Q1: 3,623 shares; 2024Q2: 3,575 shares; 2024Q3: 3,289 shares 3,289 $155K 0.05% -286 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 589 shares; 2023Q2: not loaded; 2023Q3: 588 shares; 2023Q4: 589 shares; 2024Q1: 589 shares; 2024Q2: 614 shares; 2024Q3: 588 shares 588 $154K 0.04% -26 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: not loaded; 2023Q3: 128 shares; 2023Q4: 334 shares; 2024Q1: 317 shares; 2024Q2: 312 shares; 2024Q3: 323 shares 323 $154K 0.04% +11 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; 2022Q4: restricted; 2023Q1: 5,893 shares; 2023Q2: not loaded; 2023Q3: 13,233 shares; 2023Q4: 10,404 shares; 2024Q1: 8,443 shares; 2024Q2: 4,524 shares; 2024Q3: 3,924 shares 3,924 $154K 0.04% -600 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; 2022Q4: restricted; 2023Q1: 1,642 shares; 2023Q2: not loaded; 2023Q3: 1,577 shares; 2023Q4: 1,577 shares; 2024Q1: 1,691 shares; 2024Q2: 1,965 shares; 2024Q3: 1,956 shares 1,956 $152K 0.04% -9 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 15 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,158 shares; 2024Q3: 1,273 shares 1,273 $152K 0.04% +115 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,477 shares; 2023Q2: not loaded; 2023Q3: 3,687 shares; 2023Q4: 4,296 shares; 2024Q1: 4,444 shares; 2024Q2: 4,088 shares; 2024Q3: 5,115 shares 5,115 $148K 0.04% +1,027 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,240 shares; 2023Q2: not loaded; 2023Q3: 2,305 shares; 2023Q4: 2,327 shares; 2024Q1: 2,327 shares; 2024Q2: 2,327 shares; 2024Q3: 2,327 shares 2,327 $146K 0.04% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 352 shares; 2023Q2: not loaded; 2023Q3: 281 shares; 2023Q4: 272 shares; 2024Q1: 273 shares; 2024Q2: 274 shares; 2024Q3: 274 shares 274 $145K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,098 shares; 2023Q2: not loaded; 2023Q3: 1,097 shares; 2023Q4: 1,648 shares; 2024Q1: 1,588 shares; 2024Q2: 1,588 shares; 2024Q3: 1,595 shares 1,595 $143K 0.04% +7 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 765 shares; 2023Q2: not loaded; 2023Q3: 1,134 shares; 2023Q4: 1,359 shares; 2024Q1: 1,538 shares; 2024Q2: 1,538 shares; 2024Q3: 1,538 shares 1,538 $143K 0.04% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 226 shares; 2023Q2: not loaded; 2023Q3: 200 shares; 2023Q4: 199 shares; 2024Q1: 185 shares; 2024Q2: 178 shares; 2024Q3: 178 shares 178 $138K 0.04% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,450 shares; 2023Q2: not loaded; 2023Q3: 4,216 shares; 2023Q4: 4,271 shares; 2024Q1: 1,794 shares; 2024Q2: 1,766 shares; 2024Q3: 1,566 shares 1,566 $138K 0.04% -200 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 418 shares; 2023Q2: not loaded; 2023Q3: 418 shares; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: 230 shares; 2024Q3: 230 shares 230 $138K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 547 shares; 2023Q2: not loaded; 2023Q3: 448 shares; 2023Q4: 428 shares; 2024Q1: 427 shares; 2024Q2: 576 shares; 2024Q3: 797 shares 797 $135K 0.04% +221 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,324 shares; 2023Q2: not loaded; 2023Q3: 1,330 shares; 2023Q4: 1,355 shares; 2024Q1: 1,360 shares; 2024Q2: 1,369 shares; 2024Q3: 1,334 shares 1,334 $135K 0.04% -35 Timeline INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,808 shares; 2023Q2: not loaded; 2023Q3: 3,307 shares; 2023Q4: 3,307 shares; 2024Q1: 3,314 shares; 2024Q2: 3,114 shares; 2024Q3: 3,522 shares 3,522 $135K 0.04% +408 SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,527 shares; 2023Q2: not loaded; 2023Q3: 1,027 shares; 2023Q4: 887 shares; 2024Q1: 875 shares; 2024Q2: 661 shares; 2024Q3: 558 shares 558 $134K 0.04% -103 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; 2022Q4: restricted; 2023Q1: 19 shares; 2023Q2: not loaded; 2023Q3: 37 shares; 2023Q4: 67 shares; 2024Q1: 117 shares; 2024Q2: 117 shares; 2024Q3: 117 shares 117 $134K 0.04% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 4,527 shares; 2024Q1: 4,537 shares; 2024Q2: 4,594 shares; 2024Q3: 4,288 shares 4,288 $134K 0.04% -306 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 18,343 shares; 2024Q2: 3,860 shares; 2024Q3: 4,888 shares 4,888 $133K 0.04% +1,028 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,899 shares; 2023Q2: not loaded; 2023Q3: 5,037 shares; 2023Q4: 5,092 shares; 2024Q1: 5,092 shares; 2024Q2: 5,134 shares; 2024Q3: 5,134 shares 5,134 $133K 0.04% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 525 shares; 2023Q2: not loaded; 2023Q3: 1,526 shares; 2023Q4: 1,318 shares; 2024Q1: 1,285 shares; 2024Q2: 1,365 shares; 2024Q3: 1,380 shares 1,380 $131K 0.04% +15 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 753 shares; 2024Q1: 753 shares; 2024Q2: 1,256 shares; 2024Q3: 1,286 shares 1,286 $131K 0.04% +30 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,564 shares; 2023Q2: not loaded; 2023Q3: 1,179 shares; 2023Q4: 1,056 shares; 2024Q1: 1,057 shares; 2024Q2: 1,086 shares; 2024Q3: 1,080 shares 1,080 $130K 0.04% -6 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,248 shares; 2023Q2: not loaded; 2023Q3: 1,457 shares; 2023Q4: 1,568 shares; 2024Q1: 2,216 shares; 2024Q2: 3,113 shares; 2024Q3: 3,161 shares 3,161 $130K 0.04% +48 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,624 shares; 2023Q2: not loaded; 2023Q3: 2,891 shares; 2023Q4: 2,784 shares; 2024Q1: 2,595 shares; 2024Q2: 2,613 shares; 2024Q3: 2,419 shares 2,419 $129K 0.04% -194 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,621 shares; 2023Q2: not loaded; 2023Q3: 3,778 shares; 2023Q4: 3,989 shares; 2024Q1: 3,796 shares; 2024Q2: 1,331 shares; 2024Q3: 1,323 shares 1,323 $128K 0.04% -8 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: not loaded; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 971 shares; 2024Q2: 971 shares; 2024Q3: 971 shares 971 $128K 0.04% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 296 shares; 2023Q2: not loaded; 2023Q3: 450 shares; 2023Q4: 552 shares; 2024Q1: 691 shares; 2024Q2: 683 shares; 2024Q3: 696 shares 696 $126K 0.04% +13 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,729 shares; 2023Q2: not loaded; 2023Q3: 6,637 shares; 2023Q4: 6,652 shares; 2024Q1: 6,446 shares; 2024Q2: 7,195 shares; 2024Q3: 6,932 shares 6,932 $125K 0.04% -263 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; 2022Q4: restricted; 2023Q1: 473 shares; 2023Q2: not loaded; 2023Q3: 545 shares; 2023Q4: 592 shares; 2024Q1: 592 shares; 2024Q2: 592 shares; 2024Q3: 710 shares 710 $125K 0.04% +118 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 978 shares; 2023Q2: not loaded; 2023Q3: 978 shares; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: 951 shares; 2024Q3: 955 shares 955 $125K 0.04% +4 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 499 shares; 2023Q2: not loaded; 2023Q3: 555 shares; 2023Q4: 377 shares; 2024Q1: 376 shares; 2024Q2: 442 shares; 2024Q3: 456 shares 456 $124K 0.04% +14 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,806 shares; 2023Q2: not loaded; 2023Q3: 3,050 shares; 2023Q4: 3,052 shares; 2024Q1: 2,954 shares; 2024Q2: 2,253 shares; 2024Q3: 2,198 shares 2,198 $124K 0.04% -55 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,526 shares; 2023Q2: not loaded; 2023Q3: 2,465 shares; 2023Q4: 3,025 shares; 2024Q1: 3,032 shares; 2024Q2: 3,038 shares; 2024Q3: 7,779 shares 7,779 $124K 0.04% +4,741 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; 2022Q4: restricted; 2023Q1: 1,405 shares; 2023Q2: not loaded; 2023Q3: 2,333 shares; 2023Q4: 2,323 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,400 shares 2,400 $123K 0.04% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,249 shares; 2023Q2: not loaded; 2023Q3: 1,690 shares; 2023Q4: 1,795 shares; 2024Q1: 1,752 shares; 2024Q2: 1,678 shares; 2024Q3: 1,679 shares 1,679 $122K 0.04% +1 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; 2022Q4: restricted; 2023Q1: 1,118 shares; 2023Q2: not loaded; 2023Q3: 1,309 shares; 2023Q4: 1,262 shares; 2024Q1: 1,245 shares; 2024Q2: 1,241 shares; 2024Q3: 1,242 shares 1,242 $122K 0.04% +1 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 245 shares; 2023Q2: not loaded; 2023Q3: 245 shares; 2023Q4: 245 shares; 2024Q1: 246 shares; 2024Q2: 246 shares; 2024Q3: 246 shares 246 $122K 0.04% 0 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,650 shares; 2023Q2: not loaded; 2023Q3: 1,650 shares; 2023Q4: 1,650 shares; 2024Q1: 1,650 shares; 2024Q2: 1,650 shares; 2024Q3: 1,810 shares 1,810 $122K 0.04% +160 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 69 shares; 2023Q2: not loaded; 2023Q3: 43 shares; 2023Q4: 48 shares; 2024Q1: 168 shares; 2024Q2: 272 shares; 2024Q3: 529 shares 529 $121K 0.04% +257 Timeline FVC 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; 2022Q4: restricted; 2023Q1: 12,073 shares; 2023Q2: not loaded; 2023Q3: 9,293 shares; 2023Q4: 6,149 shares; 2024Q1: 4,448 shares; 2024Q2: 3,330 shares; 2024Q3: 3,330 shares 3,330 $119K 0.03% 0 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; 2022Q4: restricted; 2023Q1: 912 shares; 2023Q2: not loaded; 2023Q3: 922 shares; 2023Q4: 922 shares; 2024Q1: 922 shares; 2024Q2: 1,135 shares; 2024Q3: 1,135 shares 1,135 $118K 0.03% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 1,888 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,302 shares 2,302 $117K 0.03% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 129 shares; 2024Q3: 129 shares 129 $114K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,324 shares; 2023Q2: not loaded; 2023Q3: 593 shares; 2023Q4: 595 shares; 2024Q1: 596 shares; 2024Q2: 1,081 shares; 2024Q3: 1,086 shares 1,086 $113K 0.03% +5 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: not loaded; 2023Q3: 77 shares; 2023Q4: 27 shares; 2024Q1: 274 shares; 2024Q2: 270 shares; 2024Q3: 1,001 shares 1,001 $113K 0.03% +731 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 571 shares; 2023Q2: not loaded; 2023Q3: 574 shares; 2023Q4: 574 shares; 2024Q1: 577 shares; 2024Q2: 579 shares; 2024Q3: 423 shares 423 $111K 0.03% -156 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,506 shares; 2023Q2: not loaded; 2023Q3: 4,976 shares; 2023Q4: 4,966 shares; 2024Q1: 5,048 shares; 2024Q2: 4,535 shares; 2024Q3: 4,565 shares 4,565 $107K 0.03% +30 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 366 shares; 2023Q2: not loaded; 2023Q3: 369 shares; 2023Q4: 883 shares; 2024Q1: 884 shares; 2024Q2: 886 shares; 2024Q3: 888 shares 888 $106K 0.03% +2 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; 2022Q4: restricted; 2023Q1: 3,112 shares; 2023Q2: not loaded; 2023Q3: 3,689 shares; 2023Q4: 3,846 shares; 2024Q1: 3,368 shares; 2024Q2: 3,485 shares; 2024Q3: 3,518 shares 3,518 $105K 0.03% +33 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 10,762 shares; 2024Q1: 5,550 shares; 2024Q2: 5,328 shares; 2024Q3: 4,460 shares 4,460 $105K 0.03% -868 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 869 shares; 2023Q4: 3,057 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,077 shares 1,077 $105K 0.03% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 831 shares; 2023Q2: not loaded; 2023Q3: 1,150 shares; 2023Q4: 1,156 shares; 2024Q1: 1,161 shares; 2024Q2: 844 shares; 2024Q3: 848 shares 848 $103K 0.03% +4 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: not loaded; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 479 shares; 2024Q3: 786 shares 786 $103K 0.03% +307 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 31 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,460 shares; 2024Q2: 2,445 shares; 2024Q3: 2,424 shares 2,424 $103K 0.03% -21 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,951 shares; 2024Q2: 1,951 shares; 2024Q3: 2,171 shares 2,171 $103K 0.03% +220 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 30,535 shares; 2023Q4: 9,895 shares; 2024Q1: 9,785 shares; 2024Q2: 9,064 shares; 2024Q3: 7,616 shares 7,616 $103K 0.03% -1,448 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,040 shares; 2024Q2: 4,590 shares; 2024Q3: 13,347 shares 13,347 $102K 0.03% +8,757 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 25 shares; 2023Q4: 105 shares; 2024Q1: 211 shares; 2024Q2: 221 shares; 2024Q3: 215 shares 215 $101K 0.03% -6 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 231 shares; 2023Q2: not loaded; 2023Q3: 318 shares; 2023Q4: 353 shares; 2024Q1: 369 shares; 2024Q2: 369 shares; 2024Q3: 370 shares 370 $101K 0.03% +1 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,446 shares; 2023Q2: not loaded; 2023Q3: 1,666 shares; 2023Q4: 1,666 shares; 2024Q1: 1,666 shares; 2024Q2: 1,666 shares; 2024Q3: 3,426 shares 3,426 $101K 0.03% +1,760 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,720 shares; 2023Q2: not loaded; 2023Q3: 3,117 shares; 2023Q4: 2,080 shares; 2024Q1: 2,080 shares; 2024Q2: 1,890 shares; 2024Q3: 1,890 shares 1,890 $101K 0.03% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,482 shares; 2023Q2: not loaded; 2023Q3: 2,482 shares; 2023Q4: 2,482 shares; 2024Q1: 2,597 shares; 2024Q2: 2,597 shares; 2024Q3: 675 shares 675 $100K 0.03% -1,922 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 4,123 shares; 2024Q2: 12,203 shares; 2024Q3: 21,623 shares 21,623 $100K 0.03% +9,420 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,916 shares; 2023Q2: not loaded; 2023Q3: 1,587 shares; 2023Q4: 1,587 shares; 2024Q1: 1,712 shares; 2024Q2: 1,715 shares; 2024Q3: 1,715 shares 1,715 $98K 0.03% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: not loaded; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,433 shares; 2024Q3: 1,393 shares 1,393 $98K 0.03% -40 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 496 shares; 2023Q2: not loaded; 2023Q3: 496 shares; 2023Q4: 493 shares; 2024Q1: 493 shares; 2024Q2: 493 shares; 2024Q3: 493 shares 493 $98K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,252 shares; 2023Q2: not loaded; 2023Q3: 2,942 shares; 2023Q4: 2,995 shares; 2024Q1: 2,999 shares; 2024Q2: 3,194 shares; 2024Q3: 2,194 shares 2,194 $98K 0.03% -1,000 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 660 shares; 2024Q2: 665 shares; 2024Q3: 668 shares 668 $98K 0.03% +3 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,381 shares; 2023Q2: not loaded; 2023Q3: 4,408 shares; 2023Q4: 4,423 shares; 2024Q1: 4,437 shares; 2024Q2: 3,224 shares; 2024Q3: 3,124 shares 3,124 $98K 0.03% -100 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,217 shares; 2023Q2: not loaded; 2023Q3: 6,167 shares; 2023Q4: 5,167 shares; 2024Q1: 4,642 shares; 2024Q2: 4,492 shares; 2024Q3: 3,977 shares 3,977 $98K 0.03% -515 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,798 shares; 2023Q2: not loaded; 2023Q3: 7,651 shares; 2023Q4: 3,193 shares; 2024Q1: 2,930 shares; 2024Q2: 2,938 shares; 2024Q3: 2,948 shares 2,948 $97K 0.03% +10 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 568 shares; 2023Q2: not loaded; 2023Q3: 535 shares; 2023Q4: 529 shares; 2024Q1: 572 shares; 2024Q2: 372 shares; 2024Q3: 372 shares 372 $97K 0.03% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,318 shares; 2023Q2: not loaded; 2023Q3: 3,336 shares; 2023Q4: 5,187 shares; 2024Q1: 4,923 shares; 2024Q2: 3,910 shares; 2024Q3: 853 shares 853 $97K 0.03% -3,057 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,912 shares; 2023Q2: not loaded; 2023Q3: 10,541 shares; 2023Q4: 9,536 shares; 2024Q1: 7,714 shares; 2024Q2: 4,224 shares; 2024Q3: 3,965 shares 3,965 $96K 0.03% -259 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 80 shares; 2023Q2: not loaded; 2023Q3: 1,701 shares; 2023Q4: 2,399 shares; 2024Q1: 2,399 shares; 2024Q2: 2,399 shares; 2024Q3: 2,399 shares 2,399 $96K 0.03% 0 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; 2022Q4: restricted; 2023Q1: 285 shares; 2023Q2: not loaded; 2023Q3: 302 shares; 2023Q4: 334 shares; 2024Q1: 364 shares; 2024Q2: 503 shares; 2024Q3: 2,653 shares 2,653 $96K 0.03% +2,150 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,386 shares; 2023Q2: not loaded; 2023Q3: 7,358 shares; 2023Q4: 5,326 shares; 2024Q1: 5,364 shares; 2024Q2: 4,883 shares; 2024Q3: 2,544 shares 2,544 $95K 0.03% -2,339 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 393 shares; 2023Q2: not loaded; 2023Q3: 203 shares; 2023Q4: 135 shares; 2024Q1: 126 shares; 2024Q2: 265 shares; 2024Q3: 266 shares 266 $94K 0.03% +1 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 1,562 shares; 2024Q1: 2,355 shares; 2024Q2: 2,922 shares; 2024Q3: 2,929 shares 2,929 $94K 0.03% +7 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 5,748 shares; 2023Q4: not reported; 2024Q1: 1,964 shares; 2024Q2: 1,996 shares; 2024Q3: 2,030 shares 2,030 $93K 0.03% +34 Timeline WBIF ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,390 shares; 2023Q2: not loaded; 2023Q3: 5,612 shares; 2023Q4: 5,612 shares; 2024Q1: 5,427 shares; 2024Q2: 4,505 shares; 2024Q3: 3,193 shares 3,193 $93K 0.03% -1,312 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; 2022Q4: restricted; 2023Q1: 395 shares; 2023Q2: not loaded; 2023Q3: 395 shares; 2023Q4: 340 shares; 2024Q1: 341 shares; 2024Q2: 342 shares; 2024Q3: 343 shares 343 $92K 0.03% +1 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 552 shares; 2024Q1: 459 shares; 2024Q2: 459 shares; 2024Q3: 459 shares 459 $92K 0.03% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,788 shares; 2023Q2: not loaded; 2023Q3: 2,163 shares; 2023Q4: 2,185 shares; 2024Q1: 2,208 shares; 2024Q2: 2,231 shares; 2024Q3: 2,252 shares 2,252 $92K 0.03% +21 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,349 shares; 2023Q2: not loaded; 2023Q3: 3,077 shares; 2023Q4: 3,400 shares; 2024Q1: 1,247 shares; 2024Q2: 623 shares; 2024Q3: 585 shares 585 $92K 0.03% -38 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; 2022Q4: restricted; 2023Q1: 642 shares; 2023Q2: not loaded; 2023Q3: 468 shares; 2023Q4: 1,055 shares; 2024Q1: 1,058 shares; 2024Q2: 1,062 shares; 2024Q3: 1,065 shares 1,065 $89K 0.03% +3 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 777 shares; 2023Q2: not loaded; 2023Q3: 725 shares; 2023Q4: 814 shares; 2024Q1: 859 shares; 2024Q2: 2,213 shares; 2024Q3: 1,948 shares 1,948 $89K 0.03% -265 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 40 shares; 2023Q4: 39 shares; 2024Q1: 566 shares; 2024Q2: 569 shares; 2024Q3: 579 shares 579 $89K 0.03% +10 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 389 shares; 2023Q2: not loaded; 2023Q3: 389 shares; 2023Q4: 389 shares; 2024Q1: 389 shares; 2024Q2: 389 shares; 2024Q3: 389 shares 389 $89K 0.03% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not loaded; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 1,370 shares; 2024Q2: 2,540 shares; 2024Q3: 2,450 shares 2,450 $89K 0.03% -90 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; 2022Q4: restricted; 2023Q1: 1,963 shares; 2023Q2: not loaded; 2023Q3: 1,613 shares; 2023Q4: 1,621 shares; 2024Q1: 1,629 shares; 2024Q2: 1,923 shares; 2024Q3: 1,930 shares 1,930 $88K 0.03% +7 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,262 shares; 2023Q2: not loaded; 2023Q3: 5,738 shares; 2023Q4: 3,621 shares; 2024Q1: 3,412 shares; 2024Q2: 3,411 shares; 2024Q3: 3,734 shares 3,734 $87K 0.03% +323 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 292 shares; 2024Q3: 292 shares 292 $87K 0.03% 0 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,951 shares; 2024Q3: 2,776 shares 2,776 $87K 0.03% -175 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 913 shares; 2023Q2: not loaded; 2023Q3: 914 shares; 2023Q4: 804 shares; 2024Q1: 805 shares; 2024Q2: 547 shares; 2024Q3: 547 shares 547 $86K 0.03% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 571 shares 571 $86K 0.03% new Timeline BKLN 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; 2022Q4: restricted; 2023Q1: 8,608 shares; 2023Q2: not loaded; 2023Q3: 8,293 shares; 2023Q4: 6,585 shares; 2024Q1: 3,972 shares; 2024Q2: 4,056 shares; 2024Q3: 4,070 shares 4,070 $85K 0.02% +14 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,075 shares; 2023Q2: not loaded; 2023Q3: 4,794 shares; 2023Q4: 5,226 shares; 2024Q1: 3,247 shares; 2024Q2: 3,216 shares; 2024Q3: 3,242 shares 3,242 $85K 0.02% +26 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 1,740 shares; 2024Q1: 2,359 shares; 2024Q2: 3,377 shares; 2024Q3: 3,429 shares 3,429 $84K 0.02% +52 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 445 shares; 2023Q2: not loaded; 2023Q3: 467 shares; 2023Q4: 468 shares; 2024Q1: 499 shares; 2024Q2: 625 shares; 2024Q3: 625 shares 625 $83K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 387 shares; 2023Q2: not loaded; 2023Q3: 387 shares; 2023Q4: 303 shares; 2024Q1: 303 shares; 2024Q2: 298 shares; 2024Q3: 298 shares 298 $82K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,940 shares; 2023Q2: not loaded; 2023Q3: 1,784 shares; 2023Q4: 2,087 shares; 2024Q1: 1,886 shares; 2024Q2: 1,578 shares; 2024Q3: 1,113 shares 1,113 $82K 0.02% -465 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,874 shares; 2023Q2: not loaded; 2023Q3: 877 shares; 2023Q4: 881 shares; 2024Q1: 877 shares; 2024Q2: 654 shares; 2024Q3: 656 shares 656 $81K 0.02% +2 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,339 shares; 2023Q2: not loaded; 2023Q3: 831 shares; 2023Q4: 276 shares; 2024Q1: 276 shares; 2024Q2: 236 shares; 2024Q3: 236 shares 236 $81K 0.02% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 233 shares; 2023Q4: 269 shares; 2024Q1: 1,335 shares; 2024Q2: 1,258 shares; 2024Q3: 2,957 shares 2,957 $81K 0.02% +1,699 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,080 shares 2,080 $79K 0.02% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,547 shares; 2023Q2: not loaded; 2023Q3: 2,044 shares; 2023Q4: 2,119 shares; 2024Q1: 1,657 shares; 2024Q2: 2,007 shares; 2024Q3: 1,904 shares 1,904 $79K 0.02% -103 Timeline REDFIN CORP REDFIN CORP More: the full row for REDFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 10,493 shares; 2023Q4: not reported; 2024Q1: 9,300 shares; 2024Q2: 12,139 shares; 2024Q3: 6,359 shares 6,359 $79K 0.02% -5,780 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 706 shares; 2024Q2: 706 shares; 2024Q3: 721 shares 721 $78K 0.02% +15 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 458 shares; 2023Q2: not loaded; 2023Q3: 478 shares; 2023Q4: 1,215 shares; 2024Q1: 3,812 shares; 2024Q2: 3,271 shares; 2024Q3: 2,010 shares 2,010 $78K 0.02% -1,261 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,757 shares; 2023Q2: not loaded; 2023Q3: 1,747 shares; 2023Q4: 995 shares; 2024Q1: 979 shares; 2024Q2: 864 shares; 2024Q3: 864 shares 864 $78K 0.02% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,238 shares; 2023Q2: not loaded; 2023Q3: 2,238 shares; 2023Q4: 2,238 shares; 2024Q1: 2,238 shares; 2024Q2: 2,238 shares; 2024Q3: 2,238 shares 2,238 $78K 0.02% 0 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 622 shares; 2023Q2: not loaded; 2023Q3: 569 shares; 2023Q4: 571 shares; 2024Q1: 573 shares; 2024Q2: 575 shares; 2024Q3: 576 shares 576 $78K 0.02% +1 APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 240 shares; 2023Q2: not loaded; 2023Q3: 239 shares; 2023Q4: 219 shares; 2024Q1: 219 shares; 2024Q2: 259 shares; 2024Q3: 260 shares 260 $77K 0.02% +1 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 795 shares; 2024Q1: 795 shares; 2024Q2: 913 shares; 2024Q3: 913 shares 913 $76K 0.02% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 828 shares; 2023Q2: not loaded; 2023Q3: 805 shares; 2023Q4: 922 shares; 2024Q1: 977 shares; 2024Q2: 987 shares; 2024Q3: 998 shares 998 $75K 0.02% +11 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 284 shares; 2024Q3: 292 shares 292 $74K 0.02% +8 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,036 shares; 2023Q2: not loaded; 2023Q3: 514 shares; 2023Q4: 496 shares; 2024Q1: 501 shares; 2024Q2: 502 shares; 2024Q3: 498 shares 498 $74K 0.02% -4 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 966 shares; 2023Q2: not loaded; 2023Q3: 971 shares; 2023Q4: 1,016 shares; 2024Q1: 630 shares; 2024Q2: 685 shares; 2024Q3: 1,141 shares 1,141 $74K 0.02% +456 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,624 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,777 shares; 2024Q2: 1,790 shares; 2024Q3: 1,781 shares 1,781 $74K 0.02% -9 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,190 shares; 2023Q2: not loaded; 2023Q3: 5,460 shares; 2023Q4: 4,774 shares; 2024Q1: 4,037 shares; 2024Q2: 1,304 shares; 2024Q3: 1,113 shares 1,113 $74K 0.02% -191 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,724 shares; 2023Q2: not loaded; 2023Q3: 4,724 shares; 2023Q4: 4,724 shares; 2024Q1: 4,724 shares; 2024Q2: 4,724 shares; 2024Q3: 4,724 shares 4,724 $74K 0.02% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 247 shares; 2023Q2: not loaded; 2023Q3: 487 shares; 2023Q4: 450 shares; 2024Q1: 486 shares; 2024Q2: 451 shares; 2024Q3: 431 shares 431 $73K 0.02% -20 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,006 shares 4,006 $73K 0.02% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,436 shares 1,436 $73K 0.02% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,643 shares; 2023Q2: not loaded; 2023Q3: 4,026 shares; 2023Q4: 3,572 shares; 2024Q1: 3,523 shares; 2024Q2: 3,527 shares; 2024Q3: 3,711 shares 3,711 $73K 0.02% +184 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,733 shares; 2023Q2: not loaded; 2023Q3: 3,268 shares; 2023Q4: 2,888 shares; 2024Q1: 3,026 shares; 2024Q2: 3,591 shares; 2024Q3: 3,901 shares 3,901 $72K 0.02% +310 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,270 shares; 2023Q2: not loaded; 2023Q3: 3,820 shares; 2023Q4: 2,806 shares; 2024Q1: 2,265 shares; 2024Q2: 2,245 shares; 2024Q3: 1,388 shares 1,388 $72K 0.02% -857 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; 2022Q4: restricted; 2023Q1: 1,120 shares; 2023Q2: not loaded; 2023Q3: 1,129 shares; 2023Q4: 1,134 shares; 2024Q1: 1,109 shares; 2024Q2: 988 shares; 2024Q3: 863 shares 863 $71K 0.02% -125 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; 2022Q4: restricted; 2023Q1: 11,382 shares; 2023Q2: not loaded; 2023Q3: 867 shares; 2023Q4: 876 shares; 2024Q1: 881 shares; 2024Q2: 808 shares; 2024Q3: 812 shares 812 $71K 0.02% +4 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 398 shares; 2023Q2: not loaded; 2023Q3: 240 shares; 2023Q4: 239 shares; 2024Q1: 315 shares; 2024Q2: 244 shares; 2024Q3: 219 shares 219 $70K 0.02% -25 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,303 shares; 2023Q2: not loaded; 2023Q3: 3,903 shares; 2023Q4: 3,903 shares; 2024Q1: 4,502 shares; 2024Q2: 3,502 shares; 2024Q3: 3,502 shares 3,502 $70K 0.02% 0 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 3,300 shares; 2024Q1: 4,000 shares; 2024Q2: 4,560 shares; 2024Q3: 4,560 shares 4,560 $70K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,161 shares; 2023Q2: not loaded; 2023Q3: 1,303 shares; 2023Q4: 982 shares; 2024Q1: 1,061 shares; 2024Q2: 1,137 shares; 2024Q3: 1,108 shares 1,108 $69K 0.02% -29 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 5,472 shares; 2023Q4: 189 shares; 2024Q1: 196 shares; 2024Q2: 1,387 shares; 2024Q3: 1,370 shares 1,370 $69K 0.02% -17 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2 shares; 2023Q2: not loaded; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 66 shares; 2024Q3: 1,031 shares 1,031 $67K 0.02% +965 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 312 shares; 2023Q2: not loaded; 2023Q3: 312 shares; 2023Q4: 304 shares; 2024Q1: 307 shares; 2024Q2: 659 shares; 2024Q3: 640 shares 640 $67K 0.02% -19 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 20,686 shares; 2023Q4: 793 shares; 2024Q1: 1,590 shares; 2024Q2: 1,506 shares; 2024Q3: 1,436 shares 1,436 $67K 0.02% -70 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 583 shares; 2023Q2: not loaded; 2023Q3: 476 shares; 2023Q4: 479 shares; 2024Q1: 445 shares; 2024Q2: 515 shares; 2024Q3: 488 shares 488 $66K 0.02% -27 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 674 shares; 2024Q3: 534 shares 534 $66K 0.02% -140 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,666 shares; 2023Q2: not loaded; 2023Q3: 2,844 shares; 2023Q4: 2,464 shares; 2024Q1: 2,839 shares; 2024Q2: 2,467 shares; 2024Q3: 2,254 shares 2,254 $66K 0.02% -213 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 492 shares; 2023Q2: not loaded; 2023Q3: 491 shares; 2023Q4: 492 shares; 2024Q1: 492 shares; 2024Q2: 492 shares; 2024Q3: 456 shares 456 $66K 0.02% -36 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,070 shares; 2023Q2: not loaded; 2023Q3: 1,070 shares; 2023Q4: 1,070 shares; 2024Q1: 1,070 shares; 2024Q2: 1,070 shares; 2024Q3: 1,070 shares 1,070 $66K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 337 shares; 2023Q2: not loaded; 2023Q3: 336 shares; 2023Q4: 244 shares; 2024Q1: 244 shares; 2024Q2: 262 shares; 2024Q3: 274 shares 274 $65K 0.02% +12 Timeline DISCOVER FINANCIAL SERVICES DISCOVER FINANCIAL SERVICES More: the full row for DISCOVER FINANCIAL SERVICES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 381 shares; 2023Q2: not loaded; 2023Q3: 351 shares; 2023Q4: 351 shares; 2024Q1: 468 shares; 2024Q2: 468 shares; 2024Q3: 468 shares 468 $65K 0.02% 0 MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,149 shares; 2023Q2: not loaded; 2023Q3: 781 shares; 2023Q4: 783 shares; 2024Q1: 918 shares; 2024Q2: 784 shares; 2024Q3: 502 shares 502 $64K 0.02% -282 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,893 shares; 2024Q3: 6,509 shares 6,509 $64K 0.02% +4,616 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 427 shares; 2023Q2: not loaded; 2023Q3: 11,575 shares; 2023Q4: 12,549 shares; 2024Q1: 25,924 shares; 2024Q2: 1,703 shares; 2024Q3: 1,349 shares 1,349 $64K 0.02% -354 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; 2022Q4: restricted; 2023Q1: 2,042 shares; 2023Q2: not loaded; 2023Q3: 1,658 shares; 2023Q4: 3,898 shares; 2024Q1: 3,950 shares; 2024Q2: 10,051 shares; 2024Q3: 10,096 shares 10,096 $64K 0.02% +45 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,472 shares; 2023Q2: not loaded; 2023Q3: 4,472 shares; 2023Q4: 4,387 shares; 2024Q1: 4,387 shares; 2024Q2: 4,387 shares; 2024Q3: 4,387 shares 4,387 $63K 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 708 shares; 2023Q2: not loaded; 2023Q3: 640 shares; 2023Q4: 640 shares; 2024Q1: 659 shares; 2024Q2: 652 shares; 2024Q3: 654 shares 654 $62K 0.02% +2 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,025 shares; 2023Q2: not loaded; 2023Q3: 2,323 shares; 2023Q4: 2,347 shares; 2024Q1: 994 shares; 2024Q2: 1,879 shares; 2024Q3: 2,589 shares 2,589 $62K 0.02% +710 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,111 shares; 2023Q2: not loaded; 2023Q3: 1,111 shares; 2023Q4: 1,052 shares; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 651 shares 651 $62K 0.02% +71 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; 2022Q4: restricted; 2023Q1: 2,294 shares; 2023Q2: not loaded; 2023Q3: 1,056 shares; 2023Q4: 1,094 shares; 2024Q1: 9,540 shares; 2024Q2: 4,501 shares; 2024Q3: 2,033 shares 2,033 $61K 0.02% -2,468 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 700 shares; 2023Q2: not loaded; 2023Q3: 2,452 shares; 2023Q4: 2,476 shares; 2024Q1: 2,499 shares; 2024Q2: 2,519 shares; 2024Q3: 2,541 shares 2,541 $59K 0.02% +22 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 530 shares; 2023Q2: not loaded; 2023Q3: 530 shares; 2023Q4: 530 shares; 2024Q1: 530 shares; 2024Q2: 530 shares; 2024Q3: 530 shares 530 $59K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,576 shares; 2023Q2: not loaded; 2023Q3: 1,435 shares; 2023Q4: 1,438 shares; 2024Q1: 1,438 shares; 2024Q2: 1,463 shares; 2024Q3: 1,456 shares 1,456 $59K 0.02% -7 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 351 shares; 2023Q2: not loaded; 2023Q3: 780 shares; 2023Q4: 780 shares; 2024Q1: 780 shares; 2024Q2: 538 shares; 2024Q3: 538 shares 538 $59K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 890 shares; 2023Q2: not loaded; 2023Q3: 526 shares; 2023Q4: 529 shares; 2024Q1: 563 shares; 2024Q2: 532 shares; 2024Q3: 534 shares 534 $58K 0.02% +2 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 777 shares; 2023Q2: not loaded; 2023Q3: 787 shares; 2023Q4: 987 shares; 2024Q1: 987 shares; 2024Q2: 774 shares; 2024Q3: 874 shares 874 $58K 0.02% +100 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; 2022Q4: restricted; 2023Q1: 660 shares; 2023Q2: not loaded; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 586 shares 586 $58K 0.02% -39 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 924 shares 924 $58K 0.02% new Timeline MILN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,765 shares; 2023Q2: not loaded; 2023Q3: 1,116 shares; 2023Q4: 1,116 shares; 2024Q1: 1,116 shares; 2024Q2: 1,376 shares; 2024Q3: 1,387 shares 1,387 $58K 0.02% +11 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 269 shares; 2023Q2: not loaded; 2023Q3: 251 shares; 2023Q4: 241 shares; 2024Q1: 241 shares; 2024Q2: 227 shares; 2024Q3: 227 shares 227 $57K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 2,056 shares; 2023Q2: not loaded; 2023Q3: 1,281 shares; 2023Q4: 1,281 shares; 2024Q1: 1,163 shares; 2024Q2: 1,163 shares; 2024Q3: 1,163 shares 1,163 $56K 0.02% 0 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 382 shares; 2023Q2: not loaded; 2023Q3: 382 shares; 2023Q4: 1,832 shares; 2024Q1: 2,712 shares; 2024Q2: 1,732 shares; 2024Q3: 1,582 shares 1,582 $56K 0.02% -150 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,900 shares; 2023Q2: not loaded; 2023Q3: 4,700 shares; 2023Q4: 4,500 shares; 2024Q1: 4,500 shares; 2024Q2: 4,500 shares; 2024Q3: 4,600 shares 4,600 $56K 0.02% +100 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 49 shares; 2023Q2: not loaded; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 199 shares; 2024Q3: 199 shares 199 $56K 0.02% 0 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,334 shares; 2023Q2: not loaded; 2023Q3: 2,400 shares; 2023Q4: 2,400 shares; 2024Q1: 2,400 shares; 2024Q2: 1,815 shares; 2024Q3: 1,815 shares 1,815 $56K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: not loaded; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 134 shares; 2024Q2: 134 shares; 2024Q3: 159 shares 159 $55K 0.02% +25 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: not loaded; 2023Q3: 153 shares; 2023Q4: 198 shares; 2024Q1: 490 shares; 2024Q2: 591 shares; 2024Q3: 481 shares 481 $55K 0.02% -110 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 527 shares; 2023Q2: not loaded; 2023Q3: 527 shares; 2023Q4: 527 shares; 2024Q1: 527 shares; 2024Q2: 578 shares; 2024Q3: 578 shares 578 $55K 0.02% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,146 shares; 2023Q2: not loaded; 2023Q3: 1,146 shares; 2023Q4: 1,146 shares; 2024Q1: 1,147 shares; 2024Q2: 1,147 shares; 2024Q3: 1,167 shares 1,167 $55K 0.02% +20 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,556 shares; 2023Q2: not loaded; 2023Q3: 2,184 shares; 2023Q4: 2,201 shares; 2024Q1: 2,297 shares; 2024Q2: 2,536 shares; 2024Q3: 2,465 shares 2,465 $54K 0.02% -71 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 120 shares; 2024Q3: 120 shares 120 $54K 0.02% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 246 shares; 2023Q2: not loaded; 2023Q3: 308 shares; 2023Q4: 308 shares; 2024Q1: 308 shares; 2024Q2: 402 shares; 2024Q3: 402 shares 402 $52K 0.02% 0 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; 2022Q4: restricted; 2023Q1: 244 shares; 2023Q2: not loaded; 2023Q3: 344 shares; 2023Q4: 254 shares; 2024Q1: 244 shares; 2024Q2: 309 shares; 2024Q3: 309 shares 309 $52K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,195 shares; 2023Q2: not loaded; 2023Q3: 2,269 shares; 2023Q4: 2,269 shares; 2024Q1: 1,780 shares; 2024Q2: 1,818 shares; 2024Q3: 1,818 shares 1,818 $51K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 541 shares; 2023Q2: not loaded; 2023Q3: 541 shares; 2023Q4: 844 shares; 2024Q1: 845 shares; 2024Q2: 846 shares; 2024Q3: 846 shares 846 $51K 0.01% 0 Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 11 shares; 2024Q1: 91 shares; 2024Q2: 128 shares; 2024Q3: 124 shares 124 $51K 0.01% -4 SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 567 shares; 2024Q2: 450 shares; 2024Q3: 450 shares 450 $51K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 105 shares; 2023Q2: not loaded; 2023Q3: 102 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 103 shares; 2024Q3: 103 shares 103 $50K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 37,938 shares; 2023Q2: not loaded; 2023Q3: 1,526 shares; 2023Q4: 736 shares; 2024Q1: 9,402 shares; 2024Q2: 4,297 shares; 2024Q3: 1,727 shares 1,727 $50K 0.01% -2,570 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: 42 shares; 2023Q4: 145 shares; 2024Q1: 130 shares; 2024Q2: 108 shares; 2024Q3: 100 shares 100 $50K 0.01% -8 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: not loaded; 2023Q3: 444 shares; 2023Q4: 444 shares; 2024Q1: 445 shares; 2024Q2: 446 shares; 2024Q3: 447 shares 447 $50K 0.01% +1 Timeline RFG 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; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: not loaded; 2023Q3: 765 shares; 2023Q4: 765 shares; 2024Q1: 1,027 shares; 2024Q2: 1,027 shares; 2024Q3: 1,027 shares 1,027 $50K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 477 shares; 2023Q2: not loaded; 2023Q3: 483 shares; 2023Q4: 517 shares; 2024Q1: 520 shares; 2024Q2: 845 shares; 2024Q3: 966 shares 966 $49K 0.01% +121 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: 701 shares; 2024Q1: 701 shares; 2024Q2: 701 shares; 2024Q3: 701 shares 701 $49K 0.01% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,446 shares; 2024Q2: 1,632 shares; 2024Q3: 1,603 shares 1,603 $49K 0.01% -29 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,008 shares 2,008 $49K 0.01% new RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,759 shares; 2023Q2: not loaded; 2023Q3: 1,591 shares; 2023Q4: 1,240 shares; 2024Q1: 1,207 shares; 2024Q2: 1,207 shares; 2024Q3: 1,149 shares 1,149 $48K 0.01% -58 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 111 shares; 2023Q2: not loaded; 2023Q3: 68 shares; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: 111 shares; 2024Q3: 111 shares 111 $48K 0.01% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,856 shares; 2023Q2: not loaded; 2023Q3: 1,972 shares; 2023Q4: 1,993 shares; 2024Q1: 2,015 shares; 2024Q2: 2,342 shares; 2024Q3: 2,369 shares 2,369 $48K 0.01% +27 Timeline FXZ 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; 2022Q4: restricted; 2023Q1: 3,254 shares; 2023Q2: not loaded; 2023Q3: 1,450 shares; 2023Q4: 1,203 shares; 2024Q1: 1,202 shares; 2024Q2: 1,240 shares; 2024Q3: 728 shares 728 $48K 0.01% -512 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,263 shares; 2023Q2: not loaded; 2023Q3: 1,263 shares; 2023Q4: 1,263 shares; 2024Q1: 1,263 shares; 2024Q2: 1,263 shares; 2024Q3: 1,263 shares 1,263 $47K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 659 shares; 2023Q2: not loaded; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 446 shares; 2024Q3: 446 shares 446 $47K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 159 shares; 2023Q2: not loaded; 2023Q3: 26 shares; 2023Q4: 44 shares; 2024Q1: 52 shares; 2024Q2: 83 shares; 2024Q3: 122 shares 122 $46K 0.01% +39 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 41 shares; 2023Q2: not loaded; 2023Q3: 40 shares; 2023Q4: 180 shares; 2024Q1: 181 shares; 2024Q2: 249 shares; 2024Q3: 249 shares 249 $46K 0.01% 0 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,650 shares; 2023Q2: not loaded; 2023Q3: 3,650 shares; 2023Q4: 3,650 shares; 2024Q1: 3,650 shares; 2024Q2: 3,650 shares; 2024Q3: 3,650 shares 3,650 $46K 0.01% 0 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,998 shares; 2024Q3: 2,032 shares 2,032 $46K 0.01% +34 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 576 shares; 2023Q2: not loaded; 2023Q3: 576 shares; 2023Q4: 576 shares; 2024Q1: 576 shares; 2024Q2: 576 shares; 2024Q3: 342 shares 342 $45K 0.01% -234 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,759 shares; 2023Q2: not loaded; 2023Q3: 3,847 shares; 2023Q4: 3,847 shares; 2024Q1: 3,847 shares; 2024Q2: 3,847 shares; 2024Q3: 1,984 shares 1,984 $45K 0.01% -1,863 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,034 shares; 2024Q3: 2,070 shares 2,070 $45K 0.01% +36 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not loaded; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 708 shares; 2024Q3: 687 shares 687 $44K 0.01% -21 Timeline