AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,234 shares; 2024Q4: 338,411 shares; 2025Q1: 424,273 shares; 2025Q2: 432,458 shares; 2025Q3: 408,865 shares 408,865 $104M 2.7% -23,593 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,094 shares; 2024Q4: 348,845 shares; 2025Q1: 378,353 shares; 2025Q2: 379,494 shares; 2025Q3: 374,066 shares 374,066 $69.8M 1.81% -5,428 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,912 shares; 2024Q4: 117,568 shares; 2025Q1: 160,817 shares; 2025Q2: 113,281 shares; 2025Q3: 126,726 shares 126,726 $60.8M 1.58% +13,445 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,766 shares; 2024Q4: 115,087 shares; 2025Q1: 60,401 shares; 2025Q2: 86,255 shares; 2025Q3: 88,761 shares 88,761 $59.1M 1.54% +2,506 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,233 shares; 2024Q4: 100,081 shares; 2025Q1: 130,369 shares; 2025Q2: 90,336 shares; 2025Q3: 92,954 shares 92,954 $55.8M 1.45% +2,618 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,314 shares; 2024Q4: 91,951 shares; 2025Q1: 103,663 shares; 2025Q2: 101,739 shares; 2025Q3: 107,620 shares 107,620 $55.7M 1.45% +5,881 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,042 shares; 2024Q4: 59,953 shares; 2025Q1: 35,751 shares; 2025Q2: 240,326 shares; 2025Q3: 405,012 shares 405,012 $48.9M 1.27% +164,686 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,689 shares; 2024Q4: 528,452 shares; 2025Q1: 550,771 shares; 2025Q2: 561,432 shares; 2025Q3: 572,793 shares 572,793 $44.9M 1.17% +11,361 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,643 shares; 2024Q4: 507,185 shares; 2025Q1: 535,504 shares; 2025Q2: 550,542 shares; 2025Q3: 566,946 shares 566,946 $41.3M 1.07% +16,404 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,953 shares; 2024Q4: 157,452 shares; 2025Q1: 168,579 shares; 2025Q2: 163,455 shares; 2025Q3: 165,042 shares 165,042 $36.2M 0.94% +1,587 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,349 shares; 2024Q4: 46,954 shares; 2025Q1: 49,320 shares; 2025Q2: 51,846 shares; 2025Q3: 53,982 shares 53,982 $36.1M 0.94% +2,136 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,440 shares; 2024Q4: 99,630 shares; 2025Q1: 102,907 shares; 2025Q2: 84,456 shares; 2025Q3: 106,662 shares 106,662 $35.5M 0.92% +22,206 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,656 shares; 2024Q4: 390,200 shares; 2025Q1: 393,763 shares; 2025Q2: 398,183 shares; 2025Q3: 398,367 shares 398,367 $35.4M 0.92% +184 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,273 shares; 2024Q4: 822,189 shares; 2025Q1: 668,624 shares; 2025Q2: 783,624 shares; 2025Q3: 806,797 shares 806,797 $34.5M 0.9% +23,173 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,449 shares; 2024Q4: 45,963 shares; 2025Q1: 42,825 shares; 2025Q2: 41,889 shares; 2025Q3: 53,518 shares 53,518 $32.8M 0.85% +11,629 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,313 shares; 2024Q4: 120,225 shares; 2025Q1: 146,294 shares; 2025Q2: 163,405 shares; 2025Q3: 169,826 shares 169,826 $32.2M 0.84% +6,421 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,003 shares; 2024Q4: 135,448 shares; 2025Q1: 125,235 shares; 2025Q2: 122,414 shares; 2025Q3: 128,814 shares 128,814 $31.3M 0.81% +6,400 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,454 shares; 2024Q4: 893,086 shares; 2025Q1: 932,523 shares; 2025Q2: 948,148 shares; 2025Q3: 947,074 shares 947,074 $30.2M 0.78% -1,074 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,621 shares; 2024Q4: 163,204 shares; 2025Q1: 159,103 shares; 2025Q2: 151,526 shares; 2025Q3: 182,500 shares 182,500 $26.6M 0.69% +30,974 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,868 shares; 2024Q4: 49,156 shares; 2025Q1: 48,405 shares; 2025Q2: 49,064 shares; 2025Q3: 49,517 shares 49,517 $24.9M 0.65% +453 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 6,754 shares; 2025Q1: 30,926 shares; 2025Q2: 33,328 shares; 2025Q3: 33,014 shares 33,014 $24.6M 0.64% -314 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 4,459 shares; 2025Q1: 33,830 shares; 2025Q2: 108,474 shares; 2025Q3: 114,181 shares 114,181 $23.9M 0.62% +5,707 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,033 shares; 2024Q4: 88,632 shares; 2025Q1: 144,194 shares; 2025Q2: 148,414 shares; 2025Q3: 165,384 shares 165,384 $23.3M 0.61% +16,970 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,379 shares; 2024Q4: 769,708 shares; 2025Q1: 771,852 shares; 2025Q2: 784,723 shares; 2025Q3: 782,813 shares 782,813 $23.2M 0.6% -1,910 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,967 shares; 2024Q4: 22,625 shares; 2025Q1: 26,618 shares; 2025Q2: 31,069 shares; 2025Q3: 31,353 shares 31,353 $23M 0.6% +284 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,782 shares; 2024Q4: 53,058 shares; 2025Q1: 94,472 shares; 2025Q2: 99,562 shares; 2025Q3: 105,970 shares 105,970 $22.9M 0.59% +6,408 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168,428 shares; 2024Q4: 1,216,819 shares; 2025Q1: 834,619 shares; 2025Q2: 948,605 shares; 2025Q3: 894,384 shares 894,384 $22.5M 0.59% -54,221 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,047 shares; 2024Q4: 352,951 shares; 2025Q1: 770,064 shares; 2025Q2: 756,990 shares; 2025Q3: 361,596 shares 361,596 $21.7M 0.56% -395,394 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,184 shares; 2024Q4: 60,367 shares; 2025Q1: 77,886 shares; 2025Q2: 81,349 shares; 2025Q3: 88,723 shares 88,723 $21.6M 0.56% +7,374 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,692 shares; 2024Q4: 752,814 shares; 2025Q1: 783,749 shares; 2025Q2: 812,290 shares; 2025Q3: 775,797 shares 775,797 $21.2M 0.55% -36,493 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,050 shares; 2024Q4: 380,780 shares; 2025Q1: 395,490 shares; 2025Q2: 407,436 shares; 2025Q3: 416,147 shares 416,147 $21.1M 0.55% +8,711 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,536 shares; 2024Q4: 70,552 shares; 2025Q1: 80,388 shares; 2025Q2: 130,413 shares; 2025Q3: 103,287 shares 103,287 $20.1M 0.52% -27,126 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 20,355 shares; 2025Q1: 19,619 shares; 2025Q2: 20,593 shares; 2025Q3: 21,387 shares 21,387 $19.8M 0.51% +794 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 4,448 shares; 2025Q1: 382,358 shares; 2025Q2: 425,110 shares; 2025Q3: 439,652 shares 439,652 $19.3M 0.5% +14,542 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,663 shares; 2024Q4: 48,398 shares; 2025Q1: 53,421 shares; 2025Q2: 62,333 shares; 2025Q3: 58,074 shares 58,074 $19.2M 0.5% -4,259 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,152 shares; 2024Q4: 23,388 shares; 2025Q1: 378,090 shares; 2025Q2: 415,270 shares; 2025Q3: 447,180 shares 447,180 $18.8M 0.49% +31,910 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,946 shares; 2025Q1: 12,513 shares; 2025Q2: 37,773 shares; 2025Q3: 63,713 shares 63,713 $18.7M 0.49% +25,940 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,501 shares; 2024Q4: 270,889 shares; 2025Q1: 303,044 shares; 2025Q2: 328,649 shares; 2025Q3: 344,061 shares 344,061 $18.2M 0.47% +15,412 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,975 shares; 2024Q4: 173,490 shares; 2025Q1: 170,175 shares; 2025Q2: 158,450 shares; 2025Q3: 159,301 shares 159,301 $18M 0.47% +851 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,906 shares; 2024Q4: 73,520 shares; 2025Q1: 71,675 shares; 2025Q2: 70,822 shares; 2025Q3: 143,996 shares 143,996 $17.6M 0.46% +73,174 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,437 shares; 2024Q4: 41,747 shares; 2025Q1: 44,051 shares; 2025Q2: 41,593 shares; 2025Q3: 173,540 shares 173,540 $17.1M 0.44% +131,947 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,773 shares; 2024Q4: 39,284 shares; 2025Q1: 40,963 shares; 2025Q2: 43,664 shares; 2025Q3: 50,022 shares 50,022 $17.1M 0.44% +6,358 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,461 shares; 2024Q4: 178,415 shares; 2025Q1: 172,694 shares; 2025Q2: 175,756 shares; 2025Q3: 168,653 shares 168,653 $16.7M 0.43% -7,103 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,044 shares; 2024Q4: 159,527 shares; 2025Q1: 159,709 shares; 2025Q2: 161,088 shares; 2025Q3: 196,549 shares 196,549 $16.7M 0.43% +35,461 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,023 shares; 2024Q4: 265,972 shares; 2025Q1: 196,338 shares; 2025Q2: 207,819 shares; 2025Q3: 244,806 shares 244,806 $16.1M 0.42% +36,987 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 3,122 shares; 2025Q1: 344,275 shares; 2025Q2: 380,451 shares; 2025Q3: 397,773 shares 397,773 $15.7M 0.41% +17,322 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,439 shares; 2024Q4: 570,450 shares; 2025Q1: 566,227 shares; 2025Q2: 592,045 shares; 2025Q3: 589,340 shares 589,340 $15.5M 0.4% -2,705 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,435 shares; 2024Q4: 72,122 shares; 2025Q1: 135,900 shares; 2025Q2: 161,692 shares; 2025Q3: 177,167 shares 177,167 $15.5M 0.4% +15,475 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,589 shares; 2024Q4: 44,143 shares; 2025Q1: 45,720 shares; 2025Q2: 46,303 shares; 2025Q3: 48,868 shares 48,868 $15.4M 0.4% +2,565 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,730 shares; 2024Q4: 245,686 shares; 2025Q1: 265,486 shares; 2025Q2: 258,511 shares; 2025Q3: 151,264 shares 151,264 $14.1M 0.37% -107,247 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,827 shares; 2024Q4: 51,909 shares; 2025Q1: 58,159 shares; 2025Q2: 116,437 shares; 2025Q3: 74,680 shares 74,680 $13.9M 0.36% -41,757 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,843 shares; 2024Q4: 87,530 shares; 2025Q1: 98,826 shares; 2025Q2: 120,841 shares; 2025Q3: 134,524 shares 134,524 $13.9M 0.36% +13,683 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,943 shares; 2025Q1: 12,642 shares; 2025Q2: 32,280 shares; 2025Q3: 45,910 shares 45,910 $13.7M 0.35% +13,630 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,395 shares; 2024Q4: 152,471 shares; 2025Q1: 169,346 shares; 2025Q2: 224,226 shares; 2025Q3: 274,132 shares 274,132 $13.6M 0.35% +49,906 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 13,991 shares; 2025Q1: 15,804 shares; 2025Q2: 15,558 shares; 2025Q3: 17,596 shares 17,596 $13.4M 0.35% +2,038 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,457 shares; 2024Q4: 169,897 shares; 2025Q1: 202,850 shares; 2025Q2: 203,218 shares; 2025Q3: 220,476 shares 220,476 $13.2M 0.34% +17,258 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,941 shares; 2024Q4: 137,760 shares; 2025Q1: 162,680 shares; 2025Q2: 194,470 shares; 2025Q3: 202,270 shares 202,270 $13.2M 0.34% +7,800 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 5,783 shares; 2025Q1: 11,111 shares; 2025Q2: 6,152 shares; 2025Q3: 58,949 shares 58,949 $13.1M 0.34% +52,797 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,092 shares; 2024Q4: 29,264 shares; 2025Q1: 40,637 shares; 2025Q2: 43,455 shares; 2025Q3: 62,704 shares 62,704 $12.9M 0.34% +19,249 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,229 shares; 2024Q4: 480,549 shares; 2025Q1: 506,186 shares; 2025Q2: 516,353 shares; 2025Q3: 501,979 shares 501,979 $12.9M 0.34% -14,374 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,688 shares; 2024Q4: 165,631 shares; 2025Q1: 166,794 shares; 2025Q2: 173,626 shares; 2025Q3: 157,999 shares 157,999 $11.8M 0.31% -15,627 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,900 shares; 2024Q4: 65,172 shares; 2025Q1: 77,355 shares; 2025Q2: 72,930 shares; 2025Q3: 72,990 shares 72,990 $11.8M 0.31% +60 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,239 shares; 2024Q4: 182,150 shares; 2025Q1: 189,284 shares; 2025Q2: 151,719 shares; 2025Q3: 158,606 shares 158,606 $11.8M 0.31% +6,887 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,514 shares; 2024Q4: 37,667 shares; 2025Q1: 40,328 shares; 2025Q2: 47,280 shares; 2025Q3: 40,643 shares 40,643 $11.4M 0.3% -6,637 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,136 shares; 2024Q4: 48,001 shares; 2025Q1: 49,034 shares; 2025Q2: 31,844 shares; 2025Q3: 34,270 shares 34,270 $11.2M 0.29% +2,426 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,869 shares; 2024Q4: 37,797 shares; 2025Q1: 48,126 shares; 2025Q2: 225,893 shares; 2025Q3: 125,776 shares 125,776 $11.2M 0.29% -100,117 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,362 shares; 2024Q4: 29,452 shares; 2025Q1: 27,129 shares; 2025Q2: 32,760 shares; 2025Q3: 27,110 shares 27,110 $11M 0.29% -5,650 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636,090 shares 636,090 $10.7M 0.28% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,682 shares; 2024Q4: 82,238 shares; 2025Q1: 90,304 shares; 2025Q2: 88,835 shares; 2025Q3: 90,258 shares 90,258 $10.7M 0.28% +1,423 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 361 shares; 2025Q1: 180,709 shares; 2025Q2: 210,471 shares; 2025Q3: 298,500 shares 298,500 $10.4M 0.27% +88,029 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,858 shares; 2025Q1: 38,669 shares; 2025Q2: 42,949 shares; 2025Q3: 75,170 shares 75,170 $10.2M 0.26% +32,221 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,737 shares; 2024Q4: 19,808 shares; 2025Q1: 20,091 shares; 2025Q2: 21,704 shares; 2025Q3: 22,626 shares 22,626 $10.1M 0.26% +922 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,603 shares; 2024Q4: 65,037 shares; 2025Q1: 69,194 shares; 2025Q2: 71,252 shares; 2025Q3: 70,653 shares 70,653 $10.1M 0.26% -599 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,321 shares; 2024Q4: 43,249 shares; 2025Q1: 41,916 shares; 2025Q2: 43,087 shares; 2025Q3: 43,374 shares 43,374 $10M 0.26% +287 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,581 shares; 2024Q4: 355,759 shares; 2025Q1: 396,183 shares; 2025Q2: 410,121 shares; 2025Q3: 409,918 shares 409,918 $9.96M 0.26% -203 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,564 shares; 2024Q4: 331,754 shares; 2025Q1: 367,891 shares; 2025Q2: 412,764 shares; 2025Q3: 421,612 shares 421,612 $9.9M 0.26% +8,848 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,587 shares; 2024Q4: 153,833 shares; 2025Q1: 151,803 shares; 2025Q2: 161,837 shares; 2025Q3: 175,955 shares 175,955 $9.8M 0.25% +14,118 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,816 shares; 2024Q4: 15,789 shares; 2025Q1: 15,741 shares; 2025Q2: 16,102 shares; 2025Q3: 17,123 shares 17,123 $9.74M 0.25% +1,021 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,070 shares; 2024Q4: 37,042 shares; 2025Q1: 73,734 shares; 2025Q2: 110,854 shares; 2025Q3: 96,884 shares 96,884 $9.71M 0.25% -13,970 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,738 shares; 2024Q4: 30,982 shares; 2025Q1: 51,876 shares; 2025Q2: 58,400 shares; 2025Q3: 101,824 shares 101,824 $9.69M 0.25% +43,424 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 15,724 shares; 2025Q1: 26,053 shares; 2025Q2: 59,065 shares; 2025Q3: 84,265 shares 84,265 $9.64M 0.25% +25,200 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,789 shares; 2024Q4: 51,499 shares; 2025Q1: 56,300 shares; 2025Q2: 60,784 shares; 2025Q3: 61,443 shares 61,443 $9.44M 0.25% +659 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,203 shares; 2024Q4: 44,398 shares; 2025Q1: 132,651 shares; 2025Q2: 216,751 shares; 2025Q3: 183,361 shares 183,361 $9.39M 0.24% -33,390 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,309 shares; 2024Q4: 487,193 shares; 2025Q1: 498,696 shares; 2025Q2: 104,640 shares; 2025Q3: 204,200 shares 204,200 $9.34M 0.24% +99,560 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,317 shares; 2024Q4: 224,608 shares; 2025Q1: 209,259 shares; 2025Q2: 214,385 shares; 2025Q3: 208,554 shares 208,554 $9.26M 0.24% -5,831 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,709 shares; 2024Q4: 110,724 shares; 2025Q1: 103,274 shares; 2025Q2: 122,170 shares; 2025Q3: 155,701 shares 155,701 $9.22M 0.24% +33,531 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,253 shares; 2024Q4: 100,745 shares; 2025Q1: 109,418 shares; 2025Q2: 33,036 shares; 2025Q3: 32,576 shares 32,576 $9.18M 0.24% -460 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,817 shares; 2024Q4: 125,392 shares; 2025Q1: 98,188 shares; 2025Q2: 42,985 shares; 2025Q3: 49,595 shares 49,595 $9.05M 0.23% +6,610 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,852 shares; 2024Q4: 315,835 shares; 2025Q1: 348,871 shares; 2025Q2: 355,174 shares; 2025Q3: 357,214 shares 357,214 $9M 0.23% +2,040 FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,807 shares; 2024Q4: 5,699 shares; 2025Q1: 554,022 shares; 2025Q2: 12,121 shares; 2025Q3: 344,765 shares 344,765 $8.93M 0.23% +332,644 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,584 shares; 2024Q4: 23,254 shares; 2025Q1: 29,678 shares; 2025Q2: 27,038 shares; 2025Q3: 30,945 shares 30,945 $8.73M 0.23% +3,907 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,166 shares; 2024Q4: 6,990 shares; 2025Q1: 15,314 shares; 2025Q2: 17,233 shares; 2025Q3: 17,688 shares 17,688 $8.67M 0.23% +455 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 30,420 shares; 2025Q1: 26,369 shares; 2025Q2: 63,259 shares; 2025Q3: 67,509 shares 67,509 $8.67M 0.23% +4,250 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,802 shares; 2024Q4: 233,991 shares; 2025Q1: 210,330 shares; 2025Q2: 196,989 shares; 2025Q3: 186,029 shares 186,029 $8.6M 0.22% -10,960 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,904 shares; 2024Q4: 28,084 shares; 2025Q1: 32,785 shares; 2025Q2: 31,317 shares; 2025Q3: 33,286 shares 33,286 $8.46M 0.22% +1,969 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,682 shares; 2024Q4: 302,878 shares; 2025Q1: 293,815 shares; 2025Q2: 292,465 shares; 2025Q3: 296,187 shares 296,187 $8.36M 0.22% +3,722 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,680 shares; 2024Q4: 272,529 shares; 2025Q1: 301,868 shares; 2025Q2: 308,087 shares; 2025Q3: 235,316 shares 235,316 $8.34M 0.22% -72,771 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,423 shares; 2024Q4: 108,671 shares; 2025Q1: 111,510 shares; 2025Q2: 108,396 shares; 2025Q3: 121,227 shares 121,227 $8.29M 0.22% +12,831 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 33,691 shares; 2025Q1: 42,841 shares; 2025Q2: 43,667 shares; 2025Q3: 41,582 shares 41,582 $8.14M 0.21% -2,085 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,036 shares; 2024Q4: 90,909 shares; 2025Q1: 87,236 shares; 2025Q2: 90,998 shares; 2025Q3: 89,368 shares 89,368 $8.11M 0.21% -1,630 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,577 shares; 2024Q4: 45,886 shares; 2025Q1: 76,703 shares; 2025Q2: 144,370 shares; 2025Q3: 161,317 shares 161,317 $8.04M 0.21% +16,947 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,639 shares; 2024Q4: 38,408 shares; 2025Q1: 124,964 shares; 2025Q2: 36,864 shares; 2025Q3: 148,353 shares 148,353 $7.99M 0.21% +111,489 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,110 shares; 2024Q4: 29,586 shares; 2025Q1: 28,137 shares; 2025Q2: 29,427 shares; 2025Q3: 28,956 shares 28,956 $7.92M 0.21% -471 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,354 shares; 2025Q1: 184,513 shares; 2025Q2: 223,493 shares; 2025Q3: 312,634 shares 312,634 $7.81M 0.2% +89,141 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,801 shares; 2024Q4: 67,839 shares; 2025Q1: 68,114 shares; 2025Q2: 64,018 shares; 2025Q3: 63,313 shares 63,313 $7.69M 0.2% -705 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,859 shares; 2024Q4: 177,532 shares; 2025Q1: 149,832 shares; 2025Q2: 152,929 shares; 2025Q3: 133,758 shares 133,758 $7.69M 0.2% -19,171 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,118 shares; 2024Q4: 10,343 shares; 2025Q1: 14,018 shares; 2025Q2: 15,762 shares; 2025Q3: 15,651 shares 15,651 $7.47M 0.19% -111 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,026 shares; 2024Q4: 53,671 shares; 2025Q1: 62,509 shares; 2025Q2: 54,793 shares; 2025Q3: 47,879 shares 47,879 $7.44M 0.19% -6,914 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,647 shares; 2024Q4: 61,142 shares; 2025Q1: 60,718 shares; 2025Q2: 66,722 shares; 2025Q3: 61,645 shares 61,645 $7.43M 0.19% -5,077 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,038 shares; 2024Q4: 99,246 shares; 2025Q1: 105,118 shares; 2025Q2: 107,779 shares; 2025Q3: 198,499 shares 198,499 $7.28M 0.19% +90,720 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,393 shares; 2024Q4: 66,727 shares; 2025Q1: 46,357 shares; 2025Q2: 78,707 shares; 2025Q3: 98,776 shares 98,776 $7.26M 0.19% +20,069 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,100 shares; 2024Q4: 252,995 shares; 2025Q1: 287,224 shares; 2025Q2: 303,559 shares; 2025Q3: 293,256 shares 293,256 $7.14M 0.19% -10,303 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,564 shares; 2024Q4: 178,547 shares; 2025Q1: 188,062 shares; 2025Q2: 190,697 shares; 2025Q3: 196,946 shares 196,946 $7.11M 0.18% +6,249 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,587 shares; 2024Q4: 234,762 shares; 2025Q1: 219,104 shares; 2025Q2: 210,837 shares; 2025Q3: 206,139 shares 206,139 $7.04M 0.18% -4,698 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,170 shares; 2024Q4: 24,301 shares; 2025Q1: 18,308 shares; 2025Q2: 20,740 shares; 2025Q3: 19,796 shares 19,796 $7.04M 0.18% -944 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,322 shares; 2024Q4: 19,302 shares; 2025Q1: 35,073 shares; 2025Q2: 46,732 shares; 2025Q3: 47,382 shares 47,382 $6.85M 0.18% +650 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,507 shares; 2024Q4: 31,063 shares; 2025Q1: 27,286 shares; 2025Q2: 28,093 shares; 2025Q3: 49,121 shares 49,121 $6.84M 0.18% +21,028 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,845 shares; 2024Q4: 28,923 shares; 2025Q1: 21,563 shares; 2025Q2: 21,849 shares; 2025Q3: 22,479 shares 22,479 $6.83M 0.18% +630 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,380 shares; 2024Q4: 32,595 shares; 2025Q1: 34,036 shares; 2025Q2: 77,532 shares; 2025Q3: 52,577 shares 52,577 $6.82M 0.18% -24,955 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,868 shares; 2024Q4: 126,956 shares; 2025Q1: 139,345 shares; 2025Q2: 151,518 shares; 2025Q3: 145,745 shares 145,745 $6.81M 0.18% -5,773 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 477 shares; 2025Q1: 479 shares; 2025Q2: 882 shares; 2025Q3: 134,342 shares 134,342 $6.8M 0.18% +133,460 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,615 shares; 2024Q4: 93,600 shares; 2025Q1: 97,898 shares; 2025Q2: 92,306 shares; 2025Q3: 94,850 shares 94,850 $6.77M 0.18% +2,544 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 4,589 shares; 2025Q1: 4,880 shares; 2025Q2: 4,760 shares; 2025Q3: 5,642 shares 5,642 $6.76M 0.18% +882 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,830 shares; 2024Q4: 49,324 shares; 2025Q1: 48,947 shares; 2025Q2: 63,718 shares; 2025Q3: 68,629 shares 68,629 $6.62M 0.17% +4,911 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,767 shares; 2024Q4: 123,283 shares; 2025Q1: 135,883 shares; 2025Q2: 127,988 shares; 2025Q3: 126,704 shares 126,704 $6.54M 0.17% -1,284 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,457 shares; 2024Q4: 105,026 shares; 2025Q1: 109,737 shares; 2025Q2: 131,549 shares; 2025Q3: 128,121 shares 128,121 $6.44M 0.17% -3,428 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,456 shares; 2024Q4: 15,456 shares; 2025Q1: 17,964 shares; 2025Q2: 21,182 shares; 2025Q3: 21,834 shares 21,834 $6.41M 0.17% +652 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,030 shares; 2024Q4: 25,849 shares; 2025Q1: 26,123 shares; 2025Q2: 25,717 shares; 2025Q3: 26,026 shares 26,026 $6.35M 0.16% +309 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,575 shares; 2024Q4: 109,696 shares; 2025Q1: 97,884 shares; 2025Q2: 99,050 shares; 2025Q3: 100,840 shares 100,840 $6.24M 0.16% +1,790 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,173 shares; 2024Q4: 74,335 shares; 2025Q1: 67,518 shares; 2025Q2: 143,530 shares; 2025Q3: 92,105 shares 92,105 $6.19M 0.16% -51,425 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,373 shares; 2024Q4: 71,025 shares; 2025Q1: 69,595 shares; 2025Q2: 69,229 shares; 2025Q3: 70,982 shares 70,982 $6.19M 0.16% +1,753 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,207 shares; 2024Q4: 59,832 shares; 2025Q1: 76,325 shares; 2025Q2: 64,807 shares; 2025Q3: 73,603 shares 73,603 $6.19M 0.16% +8,796 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,449 shares; 2024Q4: 31,955 shares; 2025Q1: 38,128 shares; 2025Q2: 39,108 shares; 2025Q3: 38,115 shares 38,115 $6.18M 0.16% -993 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,257 shares; 2024Q4: 1,949 shares; 2025Q1: 1,690 shares; 2025Q2: 6,400 shares; 2025Q3: 76,825 shares 76,825 $6.16M 0.16% +70,425 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,234 shares; 2024Q4: 47,023 shares; 2025Q1: 51,229 shares; 2025Q2: 38,278 shares; 2025Q3: 36,706 shares 36,706 $6.14M 0.16% -1,572 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,312 shares; 2024Q4: 38,437 shares; 2025Q1: 43,431 shares; 2025Q2: 44,103 shares; 2025Q3: 43,174 shares 43,174 $6.14M 0.16% -929 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,329 shares; 2024Q4: 40,160 shares; 2025Q1: 41,031 shares; 2025Q2: 41,916 shares; 2025Q3: 39,630 shares 39,630 $6.11M 0.16% -2,286 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,549 shares; 2024Q4: 245,799 shares; 2025Q1: 244,161 shares; 2025Q2: 247,071 shares; 2025Q3: 264,091 shares 264,091 $6.11M 0.16% +17,020 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,379 shares; 2024Q4: 32,252 shares; 2025Q1: 33,331 shares; 2025Q2: 31,788 shares; 2025Q3: 32,415 shares 32,415 $6.01M 0.16% +627 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 25,878 shares; 2025Q1: 97,394 shares; 2025Q2: 106,416 shares; 2025Q3: 117,629 shares 117,629 $5.97M 0.16% +11,213 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 263 shares; 2025Q3: 33,497 shares 33,497 $5.92M 0.15% +33,234 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,189 shares; 2024Q4: 126,214 shares; 2025Q1: 126,214 shares; 2025Q2: 130,496 shares; 2025Q3: 126,334 shares 126,334 $5.91M 0.15% -4,162 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,595 shares; 2024Q4: 117,762 shares; 2025Q1: 120,463 shares; 2025Q2: 132,579 shares; 2025Q3: 137,082 shares 137,082 $5.89M 0.15% +4,503 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,008 shares; 2024Q4: 12,091 shares; 2025Q1: 12,807 shares; 2025Q2: 9,439 shares; 2025Q3: 70,785 shares 70,785 $5.87M 0.15% +61,346 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,720 shares; 2024Q4: 19,076 shares; 2025Q1: 20,659 shares; 2025Q2: 21,347 shares; 2025Q3: 21,014 shares 21,014 $5.87M 0.15% -333 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,780 shares; 2024Q4: 166,649 shares; 2025Q1: 172,951 shares; 2025Q2: 24,130 shares; 2025Q3: 52,973 shares 52,973 $5.85M 0.15% +28,843 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,856 shares; 2024Q4: 57,505 shares; 2025Q1: 56,586 shares; 2025Q2: 58,998 shares; 2025Q3: 68,107 shares 68,107 $5.74M 0.15% +9,109 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,984 shares; 2024Q4: 90,350 shares; 2025Q1: 109,382 shares; 2025Q2: 94,067 shares; 2025Q3: 105,945 shares 105,945 $5.74M 0.15% +11,878 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 21,153 shares; 2025Q1: 24,030 shares; 2025Q2: 23,590 shares; 2025Q3: 28,114 shares 28,114 $5.72M 0.15% +4,524 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,166 shares; 2024Q4: 223,790 shares; 2025Q1: 190,495 shares; 2025Q2: 171,388 shares; 2025Q3: 160,427 shares 160,427 $5.69M 0.15% -10,961 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,697 shares; 2024Q4: 199,298 shares; 2025Q1: 232,683 shares; 2025Q2: 231,785 shares; 2025Q3: 222,847 shares 222,847 $5.69M 0.15% -8,938 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,379 shares; 2024Q4: 124,152 shares; 2025Q1: 121,142 shares; 2025Q2: 118,246 shares; 2025Q3: 126,778 shares 126,778 $5.57M 0.14% +8,532 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,957 shares; 2024Q4: 110,875 shares; 2025Q1: 112,490 shares; 2025Q2: 119,325 shares; 2025Q3: 134,344 shares 134,344 $5.52M 0.14% +15,019 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 96,213 shares; 2025Q1: 110,907 shares; 2025Q2: 124,206 shares; 2025Q3: 147,708 shares 147,708 $5.49M 0.14% +23,502 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,730 shares; 2024Q4: 96,619 shares; 2025Q1: 106,213 shares; 2025Q2: 92,557 shares; 2025Q3: 91,909 shares 91,909 $5.49M 0.14% -648 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,113 shares; 2024Q4: 54,361 shares; 2025Q1: 57,535 shares; 2025Q2: 48,313 shares; 2025Q3: 43,826 shares 43,826 $5.48M 0.14% -4,487 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,997 shares; 2024Q4: 48,256 shares; 2025Q1: 55,582 shares; 2025Q2: 65,905 shares; 2025Q3: 53,994 shares 53,994 $5.44M 0.14% -11,911 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,994 shares; 2024Q4: 9,733 shares; 2025Q1: 11,027 shares; 2025Q2: 19,510 shares; 2025Q3: 22,896 shares 22,896 $5.43M 0.14% +3,386 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,867 shares; 2024Q4: 40,074 shares; 2025Q1: 41,301 shares; 2025Q2: 40,679 shares; 2025Q3: 41,741 shares 41,741 $5.42M 0.14% +1,062 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,969 shares; 2024Q4: 178,144 shares; 2025Q1: 181,711 shares; 2025Q2: 187,801 shares; 2025Q3: 194,255 shares 194,255 $5.42M 0.14% +6,454 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,542 shares; 2024Q4: 65,849 shares; 2025Q1: 69,048 shares; 2025Q2: 68,275 shares; 2025Q3: 66,603 shares 66,603 $5.41M 0.14% -1,672 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 14,022 shares; 2025Q1: 12,039 shares; 2025Q2: 13,265 shares; 2025Q3: 11,472 shares 11,472 $5.37M 0.14% -1,793 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 8,794 shares; 2025Q1: 11,295 shares; 2025Q2: 11,224 shares; 2025Q3: 10,740 shares 10,740 $5.36M 0.14% -484 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,417 shares; 2024Q4: 232,105 shares; 2025Q1: 201,339 shares; 2025Q2: 213,545 shares; 2025Q3: 209,968 shares 209,968 $5.35M 0.14% -3,577 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,710 shares 72,710 $5.34M 0.14% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,834 shares; 2024Q4: 47,137 shares; 2025Q1: 44,893 shares; 2025Q2: 77,443 shares; 2025Q3: 78,686 shares 78,686 $5.34M 0.14% +1,243 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,416 shares; 2024Q4: 34,477 shares; 2025Q1: 40,486 shares; 2025Q2: 51,603 shares; 2025Q3: 54,224 shares 54,224 $5.31M 0.14% +2,621 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 2,304 shares; 2025Q2: 342,112 shares; 2025Q3: 322,972 shares 322,972 $5.22M 0.14% -19,140 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,581 shares; 2024Q4: 198,351 shares; 2025Q1: 230,332 shares; 2025Q2: 230,233 shares; 2025Q3: 220,719 shares 220,719 $5.18M 0.13% -9,514 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,775 shares; 2024Q4: 83,838 shares; 2025Q1: 103,297 shares; 2025Q2: 109,463 shares; 2025Q3: 111,410 shares 111,410 $5.15M 0.13% +1,947 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,070 shares; 2024Q4: 16,297 shares; 2025Q1: 16,571 shares; 2025Q2: 23,739 shares; 2025Q3: 24,454 shares 24,454 $5.15M 0.13% +715 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 6,160 shares; 2025Q1: 6,396 shares; 2025Q2: 6,743 shares; 2025Q3: 6,721 shares 6,721 $5.1M 0.13% -22 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,046 shares; 2024Q4: 45,551 shares; 2025Q1: 63,976 shares; 2025Q2: 109,511 shares; 2025Q3: 109,561 shares 109,561 $5.04M 0.13% +50 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,314 shares; 2024Q4: 62,640 shares; 2025Q1: 61,433 shares; 2025Q2: 28,453 shares; 2025Q3: 20,842 shares 20,842 $5.04M 0.13% -7,611 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 20,411 shares; 2025Q1: 20,979 shares; 2025Q2: 70,139 shares; 2025Q3: 45,565 shares 45,565 $5.04M 0.13% -24,574 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,386 shares; 2024Q4: 72,612 shares; 2025Q1: 76,015 shares; 2025Q2: 87,011 shares; 2025Q3: 107,340 shares 107,340 $5.02M 0.13% +20,329 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 13,365 shares; 2025Q1: 48,366 shares; 2025Q2: 20,758 shares; 2025Q3: 19,426 shares 19,426 $4.98M 0.13% -1,332 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,384 shares; 2024Q4: 102,991 shares; 2025Q1: 116,248 shares; 2025Q2: 110,448 shares; 2025Q3: 110,823 shares 110,823 $4.95M 0.13% +375 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,457 shares; 2024Q4: 85,064 shares; 2025Q1: 90,492 shares; 2025Q2: 101,912 shares; 2025Q3: 101,768 shares 101,768 $4.92M 0.13% -144 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,371 shares; 2024Q4: 120,110 shares; 2025Q1: 147,755 shares; 2025Q2: 167,061 shares; 2025Q3: 145,670 shares 145,670 $4.89M 0.13% -21,391 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,559 shares; 2024Q4: 68,744 shares; 2025Q1: 79,636 shares; 2025Q2: 73,020 shares; 2025Q3: 59,420 shares 59,420 $4.87M 0.13% -13,600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,661 shares; 2024Q4: 96,183 shares; 2025Q1: 87,434 shares; 2025Q2: 79,878 shares; 2025Q3: 96,845 shares 96,845 $4.85M 0.13% +16,967 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 7,388 shares; 2025Q1: 29,816 shares; 2025Q2: 46,673 shares; 2025Q3: 46,447 shares 46,447 $4.8M 0.12% -226 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 12,101 shares; 2025Q1: 15,037 shares; 2025Q2: 15,065 shares; 2025Q3: 15,582 shares 15,582 $4.68M 0.12% +517 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,875 shares; 2024Q4: 136,398 shares; 2025Q1: 68,583 shares; 2025Q2: 73,476 shares; 2025Q3: 81,691 shares 81,691 $4.66M 0.12% +8,215 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,408 shares; 2024Q4: 48,878 shares; 2025Q1: 40,056 shares; 2025Q2: 40,080 shares; 2025Q3: 55,091 shares 55,091 $4.62M 0.12% +15,011 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 86,640 shares; 2025Q1: 105,545 shares; 2025Q2: 111,938 shares; 2025Q3: 108,781 shares 108,781 $4.59M 0.12% -3,157 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,661 shares; 2024Q4: 35,869 shares; 2025Q1: 50,572 shares; 2025Q2: 57,660 shares; 2025Q3: 57,412 shares 57,412 $4.59M 0.12% -248 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,952 shares; 2024Q4: 101,176 shares; 2025Q1: 102,441 shares; 2025Q2: 103,236 shares; 2025Q3: 99,861 shares 99,861 $4.57M 0.12% -3,375 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,359 shares; 2024Q4: 19,131 shares; 2025Q1: 33,858 shares; 2025Q2: 44,860 shares; 2025Q3: 54,001 shares 54,001 $4.54M 0.12% +9,141 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 4,586 shares; 2025Q1: 17,387 shares; 2025Q2: 18,077 shares; 2025Q3: 17,490 shares 17,490 $4.54M 0.12% -587 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,949 shares; 2025Q1: 4,893 shares; 2025Q2: 4,797 shares; 2025Q3: 4,903 shares 4,903 $4.51M 0.12% +106 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,472 shares; 2024Q4: 138,599 shares; 2025Q1: 136,447 shares; 2025Q2: 123,880 shares; 2025Q3: 118,578 shares 118,578 $4.5M 0.12% -5,302 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,814 shares; 2024Q4: 16,227 shares; 2025Q1: 17,138 shares; 2025Q2: 20,683 shares; 2025Q3: 12,955 shares 12,955 $4.47M 0.12% -7,728 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,753 shares; 2024Q4: 55,842 shares; 2025Q1: 57,960 shares; 2025Q2: 59,553 shares; 2025Q3: 59,940 shares 59,940 $4.46M 0.12% +387 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,402 shares; 2024Q4: 144,257 shares; 2025Q1: 150,788 shares; 2025Q2: 150,158 shares; 2025Q3: 142,841 shares 142,841 $4.44M 0.12% -7,317 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,761 shares; 2024Q4: 57,936 shares; 2025Q1: 42,206 shares; 2025Q2: 41,820 shares; 2025Q3: 47,616 shares 47,616 $4.37M 0.11% +5,796 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,449 shares; 2024Q4: 20,730 shares; 2025Q1: 14,642 shares; 2025Q2: 12,128 shares; 2025Q3: 14,468 shares 14,468 $4.35M 0.11% +2,340 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 36,557 shares; 2025Q1: 45,268 shares; 2025Q2: 55,649 shares; 2025Q3: 54,942 shares 54,942 $4.28M 0.11% -707 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 13,110 shares; 2025Q1: 13,672 shares; 2025Q2: 13,891 shares; 2025Q3: 15,008 shares 15,008 $4.19M 0.11% +1,117 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 11,605 shares; 2025Q1: 10,837 shares; 2025Q2: 10,597 shares; 2025Q3: 10,393 shares 10,393 $4.18M 0.11% -204 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,993 shares; 2024Q4: 57,122 shares; 2025Q1: 55,213 shares; 2025Q2: 58,146 shares; 2025Q3: 60,509 shares 60,509 $4.12M 0.11% +2,363 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 806 shares; 2025Q1: 27,399 shares; 2025Q2: 161,749 shares; 2025Q3: 193,092 shares 193,092 $4.11M 0.11% +31,343 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,362 shares; 2024Q4: 35,286 shares; 2025Q1: 42,596 shares; 2025Q2: 43,435 shares; 2025Q3: 42,928 shares 42,928 $4.09M 0.11% -507 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,517 shares; 2024Q4: 39,427 shares; 2025Q1: 39,760 shares; 2025Q2: 37,984 shares; 2025Q3: 35,558 shares 35,558 $4.07M 0.11% -2,426 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,636 shares; 2024Q4: 12,673 shares; 2025Q1: 12,965 shares; 2025Q2: 13,814 shares; 2025Q3: 13,856 shares 13,856 $4.07M 0.11% +42 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,757 shares; 2024Q4: 41,354 shares; 2025Q1: 49,485 shares; 2025Q2: 49,949 shares; 2025Q3: 49,499 shares 49,499 $4.06M 0.11% -450 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,645 shares; 2024Q4: 62,517 shares; 2025Q1: 62,453 shares; 2025Q2: 61,144 shares; 2025Q3: 60,668 shares 60,668 $4.02M 0.1% -476 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 12,868 shares; 2025Q1: 13,047 shares; 2025Q2: 21,369 shares; 2025Q3: 15,971 shares 15,971 $4.01M 0.1% -5,398 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,611 shares; 2024Q4: 209,899 shares; 2025Q1: 216,764 shares; 2025Q2: 227,324 shares; 2025Q3: 176,642 shares 176,642 $3.95M 0.1% -50,682 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,198 shares; 2024Q4: 8,266 shares; 2025Q1: 9,534 shares; 2025Q2: 16,210 shares; 2025Q3: 15,862 shares 15,862 $3.92M 0.1% -348 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,340 shares; 2025Q1: 1,540 shares; 2025Q2: 30,649 shares; 2025Q3: 36,143 shares 36,143 $3.9M 0.1% +5,494 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 13,654 shares; 2025Q1: 13,669 shares; 2025Q2: 13,769 shares; 2025Q3: 14,368 shares 14,368 $3.9M 0.1% +599 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 102,703 shares; 2025Q1: 135,790 shares; 2025Q2: 158,670 shares; 2025Q3: 210,372 shares 210,372 $3.85M 0.1% +51,702 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,819 shares; 2024Q4: 21,735 shares; 2025Q1: 21,804 shares; 2025Q2: 30,219 shares; 2025Q3: 31,889 shares 31,889 $3.85M 0.1% +1,670 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 8,622 shares; 2025Q1: 17,635 shares; 2025Q2: 28,128 shares; 2025Q3: 37,346 shares 37,346 $3.85M 0.1% +9,218 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,539 shares; 2024Q4: 352,593 shares; 2025Q1: 91,172 shares; 2025Q2: 91,261 shares; 2025Q3: 91,091 shares 91,091 $3.84M 0.1% -170 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,014 shares; 2024Q4: 40,142 shares; 2025Q1: 32,744 shares; 2025Q2: 36,326 shares; 2025Q3: 33,583 shares 33,583 $3.82M 0.1% -2,743 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,752 shares; 2024Q4: 35,225 shares; 2025Q1: 36,530 shares; 2025Q2: 36,724 shares; 2025Q3: 40,043 shares 40,043 $3.81M 0.1% +3,319 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,741 shares; 2024Q4: 147,342 shares; 2025Q1: 139,373 shares; 2025Q2: 172,752 shares; 2025Q3: 109,520 shares 109,520 $3.81M 0.1% -63,232 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 32,102 shares; 2025Q1: 35,380 shares; 2025Q2: 34,840 shares; 2025Q3: 34,215 shares 34,215 $3.81M 0.1% -625 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,688 shares; 2024Q4: 130,533 shares; 2025Q1: 150,512 shares; 2025Q2: 175,034 shares; 2025Q3: 163,040 shares 163,040 $3.8M 0.1% -11,994 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 50,773 shares; 2025Q1: 58,989 shares; 2025Q2: 60,941 shares; 2025Q3: 62,658 shares 62,658 $3.79M 0.1% +1,717 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,653 shares; 2025Q1: 4,711 shares; 2025Q2: 15,295 shares; 2025Q3: 15,776 shares 15,776 $3.78M 0.1% +481 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,418 shares; 2024Q4: 69,740 shares; 2025Q1: 54,275 shares; 2025Q2: 49,789 shares; 2025Q3: 49,948 shares 49,948 $3.77M 0.1% +159 Timeline HURC HURCO CO More: the full row for HURCO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 185,204 shares; 2025Q2: 193,204 shares; 2025Q3: 216,404 shares 216,404 $3.77M 0.1% +23,200 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 639 shares; 2025Q1: 26,726 shares; 2025Q2: 68,699 shares; 2025Q3: 79,149 shares 79,149 $3.76M 0.1% +10,450 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,272 shares; 2024Q4: 47,900 shares; 2025Q1: 43,157 shares; 2025Q2: 41,262 shares; 2025Q3: 35,973 shares 35,973 $3.76M 0.1% -5,289 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,655 shares; 2024Q4: 81,932 shares; 2025Q1: 88,142 shares; 2025Q2: 70,280 shares; 2025Q3: 49,752 shares 49,752 $3.69M 0.1% -20,528 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,146 shares; 2025Q2: 123,550 shares; 2025Q3: 120,462 shares 120,462 $3.66M 0.09% -3,088 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 13,121 shares; 2025Q1: 17,691 shares; 2025Q2: 143,923 shares; 2025Q3: 151,154 shares 151,154 $3.62M 0.09% +7,231 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,680 shares; 2025Q3: 100,819 shares 100,819 $3.61M 0.09% +2,139 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,234 shares; 2024Q4: 14,360 shares; 2025Q1: 14,941 shares; 2025Q2: 15,002 shares; 2025Q3: 15,107 shares 15,107 $3.57M 0.09% +105 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,956 shares; 2024Q4: 106,272 shares; 2025Q1: 101,398 shares; 2025Q2: 92,622 shares; 2025Q3: 63,108 shares 63,108 $3.56M 0.09% -29,514 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,509 shares; 2024Q4: 47,899 shares; 2025Q1: 48,321 shares; 2025Q2: 57,707 shares; 2025Q3: 66,786 shares 66,786 $3.56M 0.09% +9,079 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 47,726 shares; 2025Q1: 60,969 shares; 2025Q2: 59,567 shares; 2025Q3: 59,976 shares 59,976 $3.56M 0.09% +409 PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,135 shares; 2024Q4: 46,235 shares; 2025Q1: 41,391 shares; 2025Q2: 42,077 shares; 2025Q3: 77,966 shares 77,966 $3.56M 0.09% +35,889 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,783 shares; 2024Q4: 112,659 shares; 2025Q1: 129,086 shares; 2025Q2: 117,509 shares; 2025Q3: 98,311 shares 98,311 $3.53M 0.09% -19,198 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 9,444 shares; 2025Q1: 9,638 shares; 2025Q2: 7,843 shares; 2025Q3: 8,274 shares 8,274 $3.53M 0.09% +431 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 4,513 shares; 2025Q1: 10,289 shares; 2025Q2: 44,077 shares; 2025Q3: 45,711 shares 45,711 $3.51M 0.09% +1,634 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,461 shares; 2024Q4: 9,967 shares; 2025Q1: 54,410 shares; 2025Q2: 27,651 shares; 2025Q3: 29,566 shares 29,566 $3.5M 0.09% +1,915 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 5,362 shares; 2025Q1: 6,960 shares; 2025Q2: 6,195 shares; 2025Q3: 5,700 shares 5,700 $3.47M 0.09% -495 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,977 shares; 2024Q4: 19,629 shares; 2025Q1: 25,999 shares; 2025Q2: 25,599 shares; 2025Q3: 16,963 shares 16,963 $3.47M 0.09% -8,636 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,259 shares; 2024Q4: 26,377 shares; 2025Q1: 34,009 shares; 2025Q2: 35,533 shares; 2025Q3: 43,259 shares 43,259 $3.47M 0.09% +7,726 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,783 shares; 2024Q4: 30,554 shares; 2025Q1: 31,187 shares; 2025Q2: 34,168 shares; 2025Q3: 35,846 shares 35,846 $3.45M 0.09% +1,678 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 65,316 shares; 2025Q1: 92,678 shares; 2025Q2: 121,454 shares; 2025Q3: 148,876 shares 148,876 $3.41M 0.09% +27,422 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,890 shares; 2024Q4: 51,947 shares; 2025Q1: 40,336 shares; 2025Q2: 38,692 shares; 2025Q3: 40,708 shares 40,708 $3.39M 0.09% +2,016 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,639 shares; 2024Q4: 90,882 shares; 2025Q1: 97,335 shares; 2025Q2: 126,593 shares; 2025Q3: 131,119 shares 131,119 $3.39M 0.09% +4,526 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 11,311 shares; 2025Q1: 6,598 shares; 2025Q2: 36,415 shares; 2025Q3: 46,060 shares 46,060 $3.38M 0.09% +9,645 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,096 shares; 2024Q4: 24,768 shares; 2025Q1: 20,860 shares; 2025Q2: 21,162 shares; 2025Q3: 20,978 shares 20,978 $3.37M 0.09% -184 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,513 shares; 2024Q4: 17,688 shares; 2025Q1: 21,588 shares; 2025Q2: 68,380 shares; 2025Q3: 78,266 shares 78,266 $3.34M 0.09% +9,886 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,641 shares; 2024Q4: 64,788 shares; 2025Q1: 67,874 shares; 2025Q2: 75,896 shares; 2025Q3: 85,833 shares 85,833 $3.33M 0.09% +9,937 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,802 shares; 2024Q4: 15,038 shares; 2025Q1: 14,318 shares; 2025Q2: 24,707 shares; 2025Q3: 31,253 shares 31,253 $3.33M 0.09% +6,546 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 12,220 shares; 2025Q1: 26,844 shares; 2025Q2: 47,333 shares; 2025Q3: 49,163 shares 49,163 $3.3M 0.09% +1,830 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 4,784 shares; 2025Q1: 28,759 shares; 2025Q2: 35,086 shares; 2025Q3: 34,965 shares 34,965 $3.26M 0.08% -121 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,066 shares; 2024Q4: 63,167 shares; 2025Q1: 33,230 shares; 2025Q2: 51,274 shares; 2025Q3: 66,010 shares 66,010 $3.25M 0.08% +14,736 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,055 shares; 2024Q4: 52,395 shares; 2025Q1: 60,626 shares; 2025Q2: 63,887 shares; 2025Q3: 56,800 shares 56,800 $3.25M 0.08% -7,087 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,904 shares; 2024Q4: 32,727 shares; 2025Q1: 39,624 shares; 2025Q2: 47,563 shares; 2025Q3: 48,920 shares 48,920 $3.23M 0.08% +1,357 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 7,933 shares; 2025Q1: 8,504 shares; 2025Q2: 29,979 shares; 2025Q3: 38,674 shares 38,674 $3.23M 0.08% +8,695 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,010 shares; 2025Q1: 2,970 shares; 2025Q2: 29,417 shares; 2025Q3: 47,951 shares 47,951 $3.22M 0.08% +18,534 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,107 shares; 2024Q4: 15,296 shares; 2025Q1: 20,461 shares; 2025Q2: 16,188 shares; 2025Q3: 6,928 shares 6,928 $3.21M 0.08% -9,260 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 172,180 shares; 2025Q1: 225,672 shares; 2025Q2: 224,426 shares; 2025Q3: 207,345 shares 207,345 $3.21M 0.08% -17,081 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 574 shares; 2025Q1: 1,313 shares; 2025Q2: 1,650 shares; 2025Q3: 10,133 shares 10,133 $3.19M 0.08% +8,483 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 3,378 shares; 2025Q1: 3,316 shares; 2025Q2: 48,695 shares; 2025Q3: 58,899 shares 58,899 $3.19M 0.08% +10,204 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,365 shares 157,365 $3.18M 0.08% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,462 shares; 2024Q4: 28,424 shares; 2025Q1: 30,358 shares; 2025Q2: 24,889 shares; 2025Q3: 26,405 shares 26,405 $3.16M 0.08% +1,516 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 5,658 shares; 2025Q1: 4,245 shares; 2025Q2: 3,459 shares; 2025Q3: 31,191 shares 31,191 $3.14M 0.08% +27,732 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,138 shares; 2024Q4: 7,975 shares; 2025Q1: 10,234 shares; 2025Q2: 52,299 shares; 2025Q3: 51,338 shares 51,338 $3.12M 0.08% -961 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,019 shares; 2024Q4: 51,358 shares; 2025Q1: 52,881 shares; 2025Q2: 4,202 shares; 2025Q3: 9,549 shares 9,549 $3.12M 0.08% +5,347 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,304 shares; 2024Q4: 8,585 shares; 2025Q1: 8,190 shares; 2025Q2: 7,914 shares; 2025Q3: 8,515 shares 8,515 $3.11M 0.08% +601 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,711 shares; 2024Q4: 23,545 shares; 2025Q1: 23,131 shares; 2025Q2: 23,662 shares; 2025Q3: 24,931 shares 24,931 $3.09M 0.08% +1,269 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 49,311 shares; 2025Q2: 65,992 shares; 2025Q3: 79,268 shares 79,268 $3.08M 0.08% +13,276 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 4,415 shares; 2025Q1: 24,834 shares; 2025Q2: 31,419 shares; 2025Q3: 30,700 shares 30,700 $3.07M 0.08% -719 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 35,447 shares; 2025Q1: 44,281 shares; 2025Q2: 45,831 shares; 2025Q3: 42,002 shares 42,002 $3.03M 0.08% -3,829 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,736 shares; 2025Q1: 5,848 shares; 2025Q2: 4,014 shares; 2025Q3: 8,578 shares 8,578 $3.03M 0.08% +4,564 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,939 shares; 2024Q4: 71,014 shares; 2025Q1: 78,445 shares; 2025Q2: 79,461 shares; 2025Q3: 76,924 shares 76,924 $3.02M 0.08% -2,537 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,816 shares; 2024Q4: 45,749 shares; 2025Q1: 42,515 shares; 2025Q2: 41,417 shares; 2025Q3: 39,901 shares 39,901 $3.01M 0.08% -1,516 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,355 shares; 2024Q4: 30,095 shares; 2025Q1: 31,612 shares; 2025Q2: 37,362 shares; 2025Q3: 31,874 shares 31,874 $2.99M 0.08% -5,488 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 55,744 shares; 2025Q1: 46,674 shares; 2025Q2: 52,426 shares; 2025Q3: 50,697 shares 50,697 $2.98M 0.08% -1,729 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,968 shares; 2024Q4: 43,723 shares; 2025Q1: 44,708 shares; 2025Q2: 46,989 shares; 2025Q3: 47,258 shares 47,258 $2.97M 0.08% +269 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 10,920 shares; 2025Q1: 11,186 shares; 2025Q2: 11,615 shares; 2025Q3: 12,030 shares 12,030 $2.97M 0.08% +415 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 11,001 shares; 2025Q1: 9,885 shares; 2025Q2: 10,066 shares; 2025Q3: 10,240 shares 10,240 $2.95M 0.08% +174 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 3,891 shares; 2025Q1: 17,050 shares; 2025Q2: 24,397 shares; 2025Q3: 23,748 shares 23,748 $2.94M 0.08% -649 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 23,197 shares; 2025Q1: 29,759 shares; 2025Q2: 34,320 shares; 2025Q3: 32,467 shares 32,467 $2.94M 0.08% -1,853 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 6,979 shares; 2025Q1: 7,317 shares; 2025Q2: 6,334 shares; 2025Q3: 7,822 shares 7,822 $2.93M 0.08% +1,488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 4,312 shares; 2025Q1: 12,994 shares; 2025Q2: 50,929 shares; 2025Q3: 63,136 shares 63,136 $2.91M 0.08% +12,207 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,731 shares; 2024Q4: 70,880 shares; 2025Q1: 79,804 shares; 2025Q2: 74,071 shares; 2025Q3: 112,638 shares 112,638 $2.91M 0.08% +38,567 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,025 shares; 2024Q4: 271,132 shares; 2025Q1: 277,580 shares; 2025Q2: 260,034 shares; 2025Q3: 262,852 shares 262,852 $2.9M 0.08% +2,818 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,174 shares; 2024Q4: 43,456 shares; 2025Q1: 43,780 shares; 2025Q2: 55,806 shares; 2025Q3: 56,904 shares 56,904 $2.9M 0.08% +1,098 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 27,243 shares; 2025Q1: 33,711 shares; 2025Q2: 33,948 shares; 2025Q3: 35,073 shares 35,073 $2.89M 0.07% +1,125 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,553 shares; 2024Q4: 20,885 shares; 2025Q1: 16,079 shares; 2025Q2: 16,630 shares; 2025Q3: 17,348 shares 17,348 $2.89M 0.07% +718 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,468 shares; 2024Q4: 93,197 shares; 2025Q1: 89,026 shares; 2025Q2: 78,197 shares; 2025Q3: 85,009 shares 85,009 $2.84M 0.07% +6,812 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,679 shares; 2024Q4: 18,657 shares; 2025Q1: 19,649 shares; 2025Q2: 19,214 shares; 2025Q3: 20,181 shares 20,181 $2.83M 0.07% +967 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,570 shares; 2025Q2: 18,444 shares; 2025Q3: 37,420 shares 37,420 $2.83M 0.07% +18,976 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 2,407 shares; 2025Q1: 1,838 shares; 2025Q2: 2,655 shares; 2025Q3: 3,652 shares 3,652 $2.82M 0.07% +997 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,294 shares; 2024Q4: 94,020 shares; 2025Q1: 124,394 shares; 2025Q2: 133,846 shares; 2025Q3: 126,691 shares 126,691 $2.81M 0.07% -7,155 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 14,611 shares; 2025Q1: 27,552 shares; 2025Q2: 50,217 shares; 2025Q3: 58,274 shares 58,274 $2.79M 0.07% +8,057 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,142 shares; 2024Q4: 66,538 shares; 2025Q1: 42,812 shares; 2025Q2: 31,741 shares; 2025Q3: 29,747 shares 29,747 $2.79M 0.07% -1,994 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,835 shares; 2025Q1: 5,116 shares; 2025Q2: 4,522 shares; 2025Q3: 4,515 shares 4,515 $2.78M 0.07% -7 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,468 shares; 2024Q4: 82,768 shares; 2025Q1: 77,468 shares; 2025Q2: 74,343 shares; 2025Q3: 70,823 shares 70,823 $2.75M 0.07% -3,520 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,797 shares; 2025Q2: 48,600 shares; 2025Q3: 54,174 shares 54,174 $2.75M 0.07% +5,574 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 16,018 shares; 2025Q1: 19,849 shares; 2025Q2: 19,845 shares; 2025Q3: 19,062 shares 19,062 $2.75M 0.07% -783 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,954 shares; 2025Q3: 80,226 shares 80,226 $2.74M 0.07% +55,272 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,762 shares; 2024Q4: 18,622 shares; 2025Q1: 17,488 shares; 2025Q2: 18,721 shares; 2025Q3: 20,256 shares 20,256 $2.71M 0.07% +1,535 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 19,036 shares; 2025Q1: 18,044 shares; 2025Q2: 15,936 shares; 2025Q3: 16,148 shares 16,148 $2.7M 0.07% +212 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 7,080 shares; 2025Q1: 5,773 shares; 2025Q2: 0 shares; 2025Q3: 7,983 shares 7,983 $2.69M 0.07% +7,983 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 6,911 shares; 2025Q1: 25,221 shares; 2025Q2: 34,662 shares; 2025Q3: 37,258 shares 37,258 $2.69M 0.07% +2,596 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,331 shares; 2024Q4: 45,129 shares; 2025Q1: 47,191 shares; 2025Q2: 47,491 shares; 2025Q3: 46,285 shares 46,285 $2.68M 0.07% -1,206 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,693 shares; 2024Q4: 14,961 shares; 2025Q1: 10,171 shares; 2025Q2: 9,812 shares; 2025Q3: 9,586 shares 9,586 $2.68M 0.07% -226 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,286 shares; 2024Q4: 103,611 shares; 2025Q1: 122,123 shares; 2025Q2: 48,275 shares; 2025Q3: 73,622 shares 73,622 $2.68M 0.07% +25,347 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 64,209 shares; 2025Q1: 74,943 shares; 2025Q2: 67,463 shares; 2025Q3: 69,829 shares 69,829 $2.68M 0.07% +2,366 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,326 shares; 2024Q4: 61,883 shares; 2025Q1: 68,357 shares; 2025Q2: 77,438 shares; 2025Q3: 123,327 shares 123,327 $2.67M 0.07% +45,889 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,786 shares; 2024Q4: 7,713 shares; 2025Q1: 7,641 shares; 2025Q2: 7,500 shares; 2025Q3: 7,682 shares 7,682 $2.66M 0.07% +182 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,309 shares; 2024Q4: 7,737 shares; 2025Q1: 11,866 shares; 2025Q2: 11,962 shares; 2025Q3: 11,565 shares 11,565 $2.66M 0.07% -397 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 4,869 shares; 2025Q1: 9,572 shares; 2025Q2: 11,554 shares; 2025Q3: 11,772 shares 11,772 $2.66M 0.07% +218 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,997 shares; 2024Q4: 61,826 shares; 2025Q1: 61,665 shares; 2025Q2: 60,934 shares; 2025Q3: 45,602 shares 45,602 $2.61M 0.07% -15,332 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 3,492 shares; 2025Q1: 24,742 shares; 2025Q2: 30,730 shares; 2025Q3: 34,155 shares 34,155 $2.61M 0.07% +3,425 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,850 shares; 2025Q1: 2,124 shares; 2025Q2: 2,318 shares; 2025Q3: 2,226 shares 2,226 $2.6M 0.07% -92 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 7,508 shares; 2025Q1: 5,913 shares; 2025Q2: 5,582 shares; 2025Q3: 5,332 shares 5,332 $2.59M 0.07% -250 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,955 shares; 2024Q4: 84,467 shares; 2025Q1: 246,652 shares; 2025Q2: 196,676 shares; 2025Q3: 50,075 shares 50,075 $2.58M 0.07% -146,601 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,947 shares; 2024Q4: 103,561 shares; 2025Q1: 91,642 shares; 2025Q2: 96,023 shares; 2025Q3: 96,705 shares 96,705 $2.55M 0.07% +682 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,799 shares; 2024Q4: 50,027 shares; 2025Q1: 47,392 shares; 2025Q2: 45,012 shares; 2025Q3: 30,138 shares 30,138 $2.55M 0.07% -14,874 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,440 shares; 2024Q4: 27,181 shares; 2025Q1: 29,164 shares; 2025Q2: 30,997 shares; 2025Q3: 30,373 shares 30,373 $2.55M 0.07% -624 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 51,080 shares; 2025Q3: 66,729 shares 66,729 $2.53M 0.07% +15,649 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 7,081 shares; 2025Q1: 102,717 shares; 2025Q2: 119,937 shares; 2025Q3: 110,169 shares 110,169 $2.5M 0.07% -9,768 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 6,857 shares; 2025Q1: 7,581 shares; 2025Q2: 7,337 shares; 2025Q3: 7,302 shares 7,302 $2.49M 0.06% -35 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,528 shares; 2024Q4: 52,922 shares; 2025Q1: 62,728 shares; 2025Q2: 88,433 shares; 2025Q3: 94,667 shares 94,667 $2.49M 0.06% +6,234 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 2,403 shares; 2025Q1: 2,710 shares; 2025Q2: 11,142 shares; 2025Q3: 11,599 shares 11,599 $2.47M 0.06% +457 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,345 shares; 2024Q4: 21,386 shares; 2025Q1: 23,720 shares; 2025Q2: 35,726 shares; 2025Q3: 57,489 shares 57,489 $2.46M 0.06% +21,763 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,627 shares; 2024Q4: 31,020 shares; 2025Q1: 56,586 shares; 2025Q2: 53,814 shares; 2025Q3: 96,841 shares 96,841 $2.43M 0.06% +43,027 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,710 shares; 2024Q4: 10,276 shares; 2025Q1: 15,314 shares; 2025Q2: 19,686 shares; 2025Q3: 20,096 shares 20,096 $2.42M 0.06% +410 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,565 shares; 2024Q4: 168,295 shares; 2025Q1: 164,714 shares; 2025Q2: 56,551 shares; 2025Q3: 51,559 shares 51,559 $2.42M 0.06% -4,992 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,064 shares; 2024Q4: 82,165 shares; 2025Q1: 95,544 shares; 2025Q2: 102,545 shares; 2025Q3: 113,262 shares 113,262 $2.4M 0.06% +10,717 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,961 shares; 2025Q1: 3,868 shares; 2025Q2: 3,606 shares; 2025Q3: 3,513 shares 3,513 $2.4M 0.06% -93 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,514 shares; 2024Q4: 18,628 shares; 2025Q1: 17,683 shares; 2025Q2: 10,890 shares; 2025Q3: 11,074 shares 11,074 $2.39M 0.06% +184 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,450 shares; 2024Q4: 26,403 shares; 2025Q1: 21,016 shares; 2025Q2: 23,975 shares; 2025Q3: 25,036 shares 25,036 $2.38M 0.06% +1,061 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,445 shares; 2024Q4: 76,093 shares; 2025Q1: 70,144 shares; 2025Q2: 28,300 shares; 2025Q3: 26,567 shares 26,567 $2.37M 0.06% -1,733 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,333 shares; 2025Q1: 1,398 shares; 2025Q2: 19,739 shares; 2025Q3: 20,229 shares 20,229 $2.37M 0.06% +490 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,761 shares; 2024Q4: 45,469 shares; 2025Q1: 52,235 shares; 2025Q2: 49,623 shares; 2025Q3: 31,008 shares 31,008 $2.37M 0.06% -18,615 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 15,523 shares; 2025Q1: 13,442 shares; 2025Q2: 12,248 shares; 2025Q3: 12,278 shares 12,278 $2.34M 0.06% +30 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,100 shares; 2024Q4: 231,643 shares; 2025Q1: 193,438 shares; 2025Q2: 197,955 shares; 2025Q3: 201,485 shares 201,485 $2.34M 0.06% +3,530 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,516 shares; 2024Q4: 19,177 shares; 2025Q1: 15,206 shares; 2025Q2: 17,682 shares; 2025Q3: 11,335 shares 11,335 $2.31M 0.06% -6,347 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,182 shares; 2024Q4: 9,542 shares; 2025Q1: 10,349 shares; 2025Q2: 9,828 shares; 2025Q3: 10,434 shares 10,434 $2.3M 0.06% +606 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,715 shares; 2024Q4: 108,018 shares; 2025Q1: 110,130 shares; 2025Q2: 109,945 shares; 2025Q3: 109,288 shares 109,288 $2.3M 0.06% -657 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 6,102 shares; 2025Q1: 6,911 shares; 2025Q2: 7,394 shares; 2025Q3: 8,119 shares 8,119 $2.29M 0.06% +725 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,700 shares; 2024Q4: 39,328 shares; 2025Q1: 26,986 shares; 2025Q2: 34,089 shares; 2025Q3: 39,826 shares 39,826 $2.29M 0.06% +5,737 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,878 shares; 2024Q4: 45,315 shares; 2025Q1: 45,762 shares; 2025Q2: 46,179 shares; 2025Q3: 46,762 shares 46,762 $2.28M 0.06% +583 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,810 shares; 2024Q4: 298,482 shares; 2025Q1: 266,740 shares; 2025Q2: 43,005 shares; 2025Q3: 47,171 shares 47,171 $2.27M 0.06% +4,166 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 148,309 shares; 2025Q2: 148,011 shares; 2025Q3: 296,626 shares 296,626 $2.26M 0.06% +148,615 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 12,318 shares; 2025Q1: 15,513 shares; 2025Q2: 20,443 shares; 2025Q3: 34,227 shares 34,227 $2.22M 0.06% +13,784 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,610 shares; 2025Q1: 1,842 shares; 2025Q2: 3,253 shares; 2025Q3: 3,071 shares 3,071 $2.21M 0.06% -182 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,042 shares; 2024Q4: 17,425 shares; 2025Q1: 18,539 shares; 2025Q2: 7,986 shares; 2025Q3: 10,542 shares 10,542 $2.2M 0.06% +2,556 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 3,978 shares; 2025Q1: 3,995 shares; 2025Q2: 2,772 shares; 2025Q3: 8,445 shares 8,445 $2.2M 0.06% +5,673 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,744 shares; 2024Q4: 55,002 shares; 2025Q1: 54,331 shares; 2025Q2: 51,913 shares; 2025Q3: 46,334 shares 46,334 $2.19M 0.06% -5,579 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 7,161 shares; 2025Q1: 5,707 shares; 2025Q2: 12,602 shares; 2025Q3: 14,490 shares 14,490 $2.19M 0.06% +1,888 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,454 shares; 2024Q4: 48,641 shares; 2025Q1: 60,339 shares; 2025Q2: 59,833 shares; 2025Q3: 59,740 shares 59,740 $2.16M 0.06% -93 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,290 shares; 2024Q4: 57,773 shares; 2025Q1: 61,671 shares; 2025Q2: 66,874 shares; 2025Q3: 68,748 shares 68,748 $2.14M 0.06% +1,874 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,654 shares; 2024Q4: 133,475 shares; 2025Q1: 142,793 shares; 2025Q2: 145,937 shares; 2025Q3: 95,054 shares 95,054 $2.14M 0.06% -50,883 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,930 shares; 2024Q4: 18,587 shares; 2025Q1: 24,281 shares; 2025Q2: 26,584 shares; 2025Q3: 28,107 shares 28,107 $2.14M 0.06% +1,523 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 4,335 shares; 2025Q1: 4,218 shares; 2025Q2: 2,563 shares; 2025Q3: 2,678 shares 2,678 $2.13M 0.06% +115 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,184 shares; 2024Q4: 34,917 shares; 2025Q1: 35,709 shares; 2025Q2: 33,078 shares; 2025Q3: 38,527 shares 38,527 $2.13M 0.06% +5,449 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,014 shares; 2024Q4: 12,776 shares; 2025Q1: 19,515 shares; 2025Q2: 8,549 shares; 2025Q3: 11,576 shares 11,576 $2.13M 0.06% +3,027 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,945 shares; 2024Q4: 135,828 shares; 2025Q1: 144,030 shares; 2025Q2: 142,224 shares; 2025Q3: 92,657 shares 92,657 $2.13M 0.06% -49,567 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,127 shares; 2024Q4: 47,264 shares; 2025Q1: 44,322 shares; 2025Q2: 26,541 shares; 2025Q3: 28,309 shares 28,309 $2.13M 0.06% +1,768 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,154 shares; 2024Q4: 103,464 shares; 2025Q1: 95,909 shares; 2025Q2: 102,208 shares; 2025Q3: 105,361 shares 105,361 $2.12M 0.05% +3,153 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,267 shares; 2024Q4: 66,844 shares; 2025Q1: 77,924 shares; 2025Q2: 76,381 shares; 2025Q3: 52,788 shares 52,788 $2.11M 0.05% -23,593 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,009 shares; 2025Q2: 54,239 shares; 2025Q3: 78,550 shares 78,550 $2.1M 0.05% +24,311 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,224 shares; 2024Q4: 12,924 shares; 2025Q1: 53,513 shares; 2025Q2: 54,956 shares; 2025Q3: 52,914 shares 52,914 $2.1M 0.05% -2,042 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,409 shares; 2024Q4: 9,582 shares; 2025Q1: 16,220 shares; 2025Q2: 14,343 shares; 2025Q3: 14,722 shares 14,722 $2.1M 0.05% +379 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,137 shares; 2025Q1: 44,821 shares; 2025Q2: 29,436 shares; 2025Q3: 15,654 shares 15,654 $2.1M 0.05% -13,782 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: 11,255 shares; 2025Q1: 10,323 shares; 2025Q2: 1,510 shares; 2025Q3: 12,345 shares 12,345 $2.09M 0.05% +10,835 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,682 shares; 2024Q4: 14,876 shares; 2025Q1: 28,216 shares; 2025Q2: 27,504 shares; 2025Q3: 40,251 shares 40,251 $2.09M 0.05% +12,747 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,337 shares; 2024Q4: 10,510 shares; 2025Q1: 11,807 shares; 2025Q2: 11,728 shares; 2025Q3: 11,042 shares 11,042 $2.09M 0.05% -686 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 3,920 shares; 2025Q1: 4,047 shares; 2025Q2: 3,876 shares; 2025Q3: 4,166 shares 4,166 $2.08M 0.05% +290 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,403 shares; 2025Q1: 4,364 shares; 2025Q2: 3,693 shares; 2025Q3: 6,310 shares 6,310 $2.08M 0.05% +2,617 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,836 shares; 2024Q4: 14,777 shares; 2025Q1: 16,854 shares; 2025Q2: 47,526 shares; 2025Q3: 49,689 shares 49,689 $2.07M 0.05% +2,163 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,336 shares; 2024Q4: 27,456 shares; 2025Q1: 34,335 shares; 2025Q2: 73,721 shares; 2025Q3: 40,636 shares 40,636 $2.06M 0.05% -33,085 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,229 shares; 2024Q4: 7,248 shares; 2025Q1: 7,688 shares; 2025Q2: 7,510 shares; 2025Q3: 14,651 shares 14,651 $2.05M 0.05% +7,141 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,186 shares; 2024Q4: 62,387 shares; 2025Q1: 55,554 shares; 2025Q2: 40,117 shares; 2025Q3: 33,579 shares 33,579 $2.02M 0.05% -6,538 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,915 shares; 2025Q1: 1,665 shares; 2025Q2: 1,669 shares; 2025Q3: 2,082 shares 2,082 $2.02M 0.05% +413 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,992 shares; 2024Q4: 4,836 shares; 2025Q1: 10,760 shares; 2025Q2: 9,120 shares; 2025Q3: 6,022 shares 6,022 $2M 0.05% -3,098 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,419 shares; 2024Q4: 16,529 shares; 2025Q1: 33,237 shares; 2025Q2: 40,049 shares; 2025Q3: 48,316 shares 48,316 $2M 0.05% +8,267 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 9,922 shares; 2025Q1: 9,242 shares; 2025Q2: 9,383 shares; 2025Q3: 8,939 shares 8,939 $1.99M 0.05% -444 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 52 shares; 2025Q3: 10,947 shares 10,947 $1.98M 0.05% +10,895 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,885 shares; 2024Q4: 21,963 shares; 2025Q1: 22,441 shares; 2025Q2: 20,098 shares; 2025Q3: 20,700 shares 20,700 $1.98M 0.05% +602 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 5,091 shares; 2025Q1: 12,214 shares; 2025Q2: 6,480 shares; 2025Q3: 8,381 shares 8,381 $1.97M 0.05% +1,901 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 8,105 shares; 2025Q1: 16,675 shares; 2025Q2: 21,988 shares; 2025Q3: 20,100 shares 20,100 $1.96M 0.05% -1,888 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,802 shares; 2024Q4: 164,450 shares; 2025Q1: 170,298 shares; 2025Q2: 88,145 shares; 2025Q3: 106,935 shares 106,935 $1.95M 0.05% +18,790 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,861 shares; 2024Q4: 21,640 shares; 2025Q1: 24,429 shares; 2025Q2: 20,799 shares; 2025Q3: 20,771 shares 20,771 $1.95M 0.05% -28 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,053 shares; 2024Q4: 57,366 shares; 2025Q1: 54,217 shares; 2025Q2: 50,965 shares; 2025Q3: 52,786 shares 52,786 $1.94M 0.05% +1,821 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 10,638 shares; 2025Q1: 20,160 shares; 2025Q2: 34,963 shares; 2025Q3: 40,658 shares 40,658 $1.93M 0.05% +5,695 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,956 shares; 2024Q4: 59,226 shares; 2025Q1: 58,508 shares; 2025Q2: 50,256 shares; 2025Q3: 49,218 shares 49,218 $1.93M 0.05% -1,038 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,191 shares; 2024Q4: 21,413 shares; 2025Q1: 23,256 shares; 2025Q2: 24,118 shares; 2025Q3: 25,460 shares 25,460 $1.92M 0.05% +1,342 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,636 shares; 2024Q4: 30,605 shares; 2025Q1: 18,209 shares; 2025Q2: 16,747 shares; 2025Q3: 19,242 shares 19,242 $1.91M 0.05% +2,495 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,176 shares; 2024Q4: 52,699 shares; 2025Q1: 53,339 shares; 2025Q2: 52,252 shares; 2025Q3: 44,386 shares 44,386 $1.91M 0.05% -7,866 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,518 shares; 2024Q4: 14,767 shares; 2025Q1: 23,438 shares; 2025Q2: 43,013 shares; 2025Q3: 43,566 shares 43,566 $1.91M 0.05% +553 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 4,281 shares; 2025Q1: 4,826 shares; 2025Q2: 4,051 shares; 2025Q3: 46,069 shares 46,069 $1.91M 0.05% +42,018 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,002 shares; 2024Q4: 42,027 shares; 2025Q1: 41,097 shares; 2025Q2: 44,051 shares; 2025Q3: 43,966 shares 43,966 $1.91M 0.05% -85 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 10,244 shares; 2025Q1: 10,438 shares; 2025Q2: 10,288 shares; 2025Q3: 10,625 shares 10,625 $1.9M 0.05% +337 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,657 shares; 2024Q4: 132,444 shares; 2025Q1: 136,703 shares; 2025Q2: 130,771 shares; 2025Q3: 81,441 shares 81,441 $1.9M 0.05% -49,330 IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,576 shares; 2024Q4: 35,239 shares; 2025Q1: 39,219 shares; 2025Q2: 39,589 shares; 2025Q3: 41,007 shares 41,007 $1.89M 0.05% +1,418 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,220 shares; 2024Q4: 59,955 shares; 2025Q1: 64,347 shares; 2025Q2: 65,296 shares; 2025Q3: 64,227 shares 64,227 $1.87M 0.05% -1,069 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,729 shares; 2025Q1: 3,950 shares; 2025Q2: 3,827 shares; 2025Q3: 3,867 shares 3,867 $1.84M 0.05% +40 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,083 shares; 2024Q4: 32,582 shares; 2025Q1: 39,611 shares; 2025Q2: 28,846 shares; 2025Q3: 34,221 shares 34,221 $1.84M 0.05% +5,375 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,751 shares; 2024Q4: 22,466 shares; 2025Q1: 23,606 shares; 2025Q2: 35,951 shares; 2025Q3: 49,564 shares 49,564 $1.81M 0.05% +13,613 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,007 shares; 2024Q4: 24,217 shares; 2025Q1: 23,997 shares; 2025Q2: 25,340 shares; 2025Q3: 25,740 shares 25,740 $1.8M 0.05% +400 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 589 shares; 2025Q1: 9,630 shares; 2025Q2: 10,193 shares; 2025Q3: 10,404 shares 10,404 $1.8M 0.05% +211 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,690 shares; 2024Q4: 52,782 shares; 2025Q1: 48,197 shares; 2025Q2: 40,549 shares; 2025Q3: 38,680 shares 38,680 $1.79M 0.05% -1,869 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,801 shares; 2024Q4: 28,606 shares; 2025Q1: 26,143 shares; 2025Q2: 34,754 shares; 2025Q3: 34,698 shares 34,698 $1.78M 0.05% -56 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,361 shares; 2024Q4: 63,374 shares; 2025Q1: 70,017 shares; 2025Q2: 68,838 shares; 2025Q3: 56,060 shares 56,060 $1.77M 0.05% -12,778 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 58,790 shares; 2025Q3: 72,991 shares 72,991 $1.76M 0.05% +14,201 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,210 shares; 2025Q1: 3,099 shares; 2025Q2: 2,455 shares; 2025Q3: 19,429 shares 19,429 $1.75M 0.05% +16,974 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 14,186 shares; 2025Q1: 24,754 shares; 2025Q2: 31,247 shares; 2025Q3: 34,934 shares 34,934 $1.75M 0.05% +3,687 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,878 shares; 2024Q4: 66,136 shares; 2025Q1: 75,374 shares; 2025Q2: 65,166 shares; 2025Q3: 60,380 shares 60,380 $1.74M 0.05% -4,786 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 12,066 shares; 2025Q1: 13,009 shares; 2025Q2: 17,198 shares; 2025Q3: 20,491 shares 20,491 $1.74M 0.05% +3,293 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 6,831 shares; 2025Q1: 7,494 shares; 2025Q2: 7,054 shares; 2025Q3: 7,362 shares 7,362 $1.73M 0.04% +308 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 23,513 shares; 2025Q3: 27,932 shares 27,932 $1.71M 0.04% +4,419 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,342 shares; 2024Q4: 12,187 shares; 2025Q1: 10,881 shares; 2025Q2: 12,689 shares; 2025Q3: 12,838 shares 12,838 $1.71M 0.04% +149 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 3,475 shares; 2025Q1: 6,497 shares; 2025Q2: 23,451 shares; 2025Q3: 26,250 shares 26,250 $1.71M 0.04% +2,799 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,507 shares; 2025Q1: 179,057 shares; 2025Q2: 179,957 shares; 2025Q3: 170,507 shares 170,507 $1.71M 0.04% -9,450 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,245 shares; 2024Q4: 22,038 shares; 2025Q1: 22,476 shares; 2025Q2: 21,987 shares; 2025Q3: 22,056 shares 22,056 $1.68M 0.04% +69 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,457 shares; 2024Q4: 119,216 shares; 2025Q1: 120,550 shares; 2025Q2: 98,961 shares; 2025Q3: 35,986 shares 35,986 $1.67M 0.04% -62,975 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 49,616 shares; 2025Q1: 48,618 shares; 2025Q2: 14,538 shares; 2025Q3: 24,630 shares 24,630 $1.65M 0.04% +10,092 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,151 shares; 2024Q4: 72,026 shares; 2025Q1: 73,259 shares; 2025Q2: 71,440 shares; 2025Q3: 41,587 shares 41,587 $1.65M 0.04% -29,853 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 11,146 shares; 2025Q1: 22,080 shares; 2025Q2: 20,550 shares; 2025Q3: 12,555 shares 12,555 $1.65M 0.04% -7,995 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,016 shares; 2024Q4: 38,253 shares; 2025Q1: 42,537 shares; 2025Q2: 43,076 shares; 2025Q3: 39,096 shares 39,096 $1.64M 0.04% -3,980 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,241 shares; 2024Q4: 113,575 shares; 2025Q1: 118,794 shares; 2025Q2: 31,802 shares; 2025Q3: 51,711 shares 51,711 $1.63M 0.04% +19,909 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,692 shares; 2024Q4: 41,477 shares; 2025Q1: 46,545 shares; 2025Q2: 44,357 shares; 2025Q3: 43,521 shares 43,521 $1.63M 0.04% -836 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 4,526 shares; 2025Q1: 12,485 shares; 2025Q2: 4,465 shares; 2025Q3: 10,698 shares 10,698 $1.63M 0.04% +6,233 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 7,176 shares; 2025Q1: 7,935 shares; 2025Q2: 6,890 shares; 2025Q3: 6,742 shares 6,742 $1.62M 0.04% -148 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,244 shares; 2024Q4: 83,628 shares; 2025Q1: 81,662 shares; 2025Q2: 67,757 shares; 2025Q3: 62,502 shares 62,502 $1.61M 0.04% -5,255 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 7,723 shares; 2025Q1: 9,193 shares; 2025Q2: 8,301 shares; 2025Q3: 10,088 shares 10,088 $1.6M 0.04% +1,787 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 380 shares; 2025Q1: 1,506 shares; 2025Q2: 1,372 shares; 2025Q3: 1,676 shares 1,676 $1.6M 0.04% +304 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,102 shares; 2024Q4: 25,623 shares; 2025Q1: 26,488 shares; 2025Q2: 32,656 shares; 2025Q3: 33,602 shares 33,602 $1.6M 0.04% +946 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,299 shares; 2024Q4: 42,124 shares; 2025Q1: 41,877 shares; 2025Q2: 51,925 shares; 2025Q3: 60,655 shares 60,655 $1.59M 0.04% +8,730 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 12,978 shares; 2025Q1: 13,408 shares; 2025Q2: 13,267 shares; 2025Q3: 13,899 shares 13,899 $1.59M 0.04% +632 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 39,370 shares; 2025Q1: 35,533 shares; 2025Q2: 14,341 shares; 2025Q3: 14,826 shares 14,826 $1.59M 0.04% +485 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 3,214 shares; 2025Q1: 5,550 shares; 2025Q2: 27,804 shares; 2025Q3: 28,988 shares 28,988 $1.59M 0.04% +1,184 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,838 shares; 2025Q1: 2,876 shares; 2025Q2: 3,295 shares; 2025Q3: 6,373 shares 6,373 $1.57M 0.04% +3,078 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,144 shares; 2024Q4: 34,368 shares; 2025Q1: 37,186 shares; 2025Q2: 26,440 shares; 2025Q3: 27,314 shares 27,314 $1.57M 0.04% +874 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 2,534 shares; 2025Q1: 15,940 shares; 2025Q2: 31,629 shares; 2025Q3: 32,624 shares 32,624 $1.56M 0.04% +995 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 7,469 shares; 2025Q1: 3,330 shares; 2025Q2: 3,157 shares; 2025Q3: 3,383 shares 3,383 $1.55M 0.04% +226 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,172 shares; 2024Q4: 12,166 shares; 2025Q1: 12,531 shares; 2025Q2: 5,164 shares; 2025Q3: 15,354 shares 15,354 $1.54M 0.04% +10,190 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,202 shares; 2024Q4: 24,971 shares; 2025Q1: 25,651 shares; 2025Q2: 25,212 shares; 2025Q3: 25,534 shares 25,534 $1.54M 0.04% +322 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 21,120 shares; 2025Q1: 48,844 shares; 2025Q2: 53,444 shares; 2025Q3: 60,325 shares 60,325 $1.54M 0.04% +6,881 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,816 shares; 2024Q4: 10,396 shares; 2025Q1: 10,675 shares; 2025Q2: 18,664 shares; 2025Q3: 22,320 shares 22,320 $1.54M 0.04% +3,656 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 4,525 shares; 2025Q1: 7,035 shares; 2025Q2: 7,326 shares; 2025Q3: 7,854 shares 7,854 $1.54M 0.04% +528 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 5,433 shares; 2025Q1: 6,043 shares; 2025Q2: 6,072 shares; 2025Q3: 7,531 shares 7,531 $1.52M 0.04% +1,459 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,168 shares; 2024Q4: 96,025 shares; 2025Q1: 92,826 shares; 2025Q2: 79,073 shares; 2025Q3: 34,659 shares 34,659 $1.52M 0.04% -44,414 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 2,183 shares; 2025Q1: 3,074 shares; 2025Q2: 2,034 shares; 2025Q3: 22,131 shares 22,131 $1.52M 0.04% +20,097 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 6,951 shares; 2025Q1: 6,916 shares; 2025Q2: 6,753 shares; 2025Q3: 7,640 shares 7,640 $1.51M 0.04% +887 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,183 shares; 2025Q1: 3,207 shares; 2025Q2: 3,131 shares; 2025Q3: 3,188 shares 3,188 $1.51M 0.04% +57 Timeline TWIN TWIN DISC INC More: the full row for TWIN DISC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,320 shares; 2025Q2: 107,202 shares; 2025Q3: 108,432 shares 108,432 $1.51M 0.04% +1,230 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 4,366 shares; 2025Q1: 5,090 shares; 2025Q2: 4,921 shares; 2025Q3: 7,353 shares 7,353 $1.51M 0.04% +2,432 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares 2 $1.51M 0.04% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,170 shares; 2024Q4: 17,341 shares; 2025Q1: 18,095 shares; 2025Q2: 17,738 shares; 2025Q3: 18,059 shares 18,059 $1.51M 0.04% +321 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,342 shares; 2025Q3: 29,220 shares 29,220 $1.51M 0.04% +6,878 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 7,029 shares; 2025Q1: 6,734 shares; 2025Q2: 9,614 shares; 2025Q3: 12,116 shares 12,116 $1.51M 0.04% +2,502 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,609 shares; 2024Q4: 59,068 shares; 2025Q1: 62,578 shares; 2025Q2: 64,938 shares; 2025Q3: 60,617 shares 60,617 $1.5M 0.04% -4,321 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,590 shares; 2024Q4: 20,602 shares; 2025Q1: 20,768 shares; 2025Q2: 18,068 shares; 2025Q3: 16,038 shares 16,038 $1.49M 0.04% -2,030 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 3,417 shares; 2025Q1: 3,338 shares; 2025Q2: 3,511 shares; 2025Q3: 3,536 shares 3,536 $1.49M 0.04% +25 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,890 shares; 2024Q4: 31,767 shares; 2025Q1: 31,465 shares; 2025Q2: 29,094 shares; 2025Q3: 28,235 shares 28,235 $1.49M 0.04% -859 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,694 shares; 2025Q1: 3,783 shares; 2025Q2: 19,028 shares; 2025Q3: 33,347 shares 33,347 $1.49M 0.04% +14,319 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 17,104 shares; 2025Q1: 27,391 shares; 2025Q2: 101,309 shares; 2025Q3: 60,922 shares 60,922 $1.49M 0.04% -40,387 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,139 shares; 2025Q1: 1,672 shares; 2025Q2: 3,434 shares; 2025Q3: 6,937 shares 6,937 $1.48M 0.04% +3,503 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,577 shares; 2024Q4: 42,222 shares; 2025Q1: 41,660 shares; 2025Q2: 42,992 shares; 2025Q3: 47,186 shares 47,186 $1.48M 0.04% +4,194 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 7,432 shares; 2025Q1: 7,479 shares; 2025Q2: 6,903 shares; 2025Q3: 7,332 shares 7,332 $1.48M 0.04% +429 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 7,536 shares; 2025Q1: 7,462 shares; 2025Q2: 6,861 shares; 2025Q3: 7,465 shares 7,465 $1.48M 0.04% +604 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,808 shares; 2025Q1: 4,822 shares; 2025Q2: 5,385 shares; 2025Q3: 5,963 shares 5,963 $1.47M 0.04% +578 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,174 shares; 2025Q1: 5,658 shares; 2025Q2: 3,339 shares; 2025Q3: 3,274 shares 3,274 $1.46M 0.04% -65 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 13,043 shares; 2025Q1: 67,435 shares; 2025Q2: 16,601 shares; 2025Q3: 16,833 shares 16,833 $1.46M 0.04% +232 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,071 shares; 2024Q4: 35,874 shares; 2025Q1: 32,574 shares; 2025Q2: 43,123 shares; 2025Q3: 35,483 shares 35,483 $1.46M 0.04% -7,640 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,909 shares; 2024Q4: 15,342 shares; 2025Q1: 22,791 shares; 2025Q2: 21,908 shares; 2025Q3: 28,202 shares 28,202 $1.46M 0.04% +6,294 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,097 shares; 2025Q1: 8,851 shares; 2025Q2: 8,697 shares; 2025Q3: 8,677 shares 8,677 $1.46M 0.04% -20 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,956 shares; 2024Q4: 23,918 shares; 2025Q1: 22,399 shares; 2025Q2: 22,553 shares; 2025Q3: 22,353 shares 22,353 $1.46M 0.04% -200 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,386 shares; 2024Q4: 85,050 shares; 2025Q1: 85,820 shares; 2025Q2: 21,132 shares; 2025Q3: 18,454 shares 18,454 $1.46M 0.04% -2,678 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,866 shares; 2025Q2: 39,926 shares; 2025Q3: 40,767 shares 40,767 $1.45M 0.04% +841 Timeline EIDO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,520 shares; 2025Q3: 82,523 shares 82,523 $1.45M 0.04% -997 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 2,071 shares; 2025Q1: 2,197 shares; 2025Q2: 2,785 shares; 2025Q3: 2,552 shares 2,552 $1.45M 0.04% -233 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,331 shares; 2024Q4: 35,434 shares; 2025Q1: 35,633 shares; 2025Q2: 35,622 shares; 2025Q3: 35,623 shares 35,623 $1.44M 0.04% +1 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 19,322 shares; 2025Q1: 25,159 shares; 2025Q2: 25,012 shares; 2025Q3: 24,107 shares 24,107 $1.43M 0.04% -905 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 9,931 shares; 2025Q1: 9,114 shares; 2025Q2: 8,772 shares; 2025Q3: 8,480 shares 8,480 $1.43M 0.04% -292 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,853 shares; 2024Q4: 6,416 shares; 2025Q1: 6,067 shares; 2025Q2: 5,843 shares; 2025Q3: 12,686 shares 12,686 $1.43M 0.04% +6,843 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 3,066 shares; 2025Q1: 3,013 shares; 2025Q2: 3,076 shares; 2025Q3: 3,111 shares 3,111 $1.42M 0.04% +35 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 257 shares; 2025Q1: 258 shares; 2025Q2: 295 shares; 2025Q3: 331 shares 331 $1.42M 0.04% +36 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,556 shares; 2024Q4: 27,593 shares; 2025Q1: 26,500 shares; 2025Q2: 31,394 shares; 2025Q3: 31,416 shares 31,416 $1.42M 0.04% +22 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,239 shares; 2024Q4: 9,493 shares; 2025Q1: 9,146 shares; 2025Q2: 20,157 shares; 2025Q3: 19,209 shares 19,209 $1.41M 0.04% -948 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,133 shares 27,133 $1.41M 0.04% new Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 41,831 shares; 2025Q1: 39,987 shares; 2025Q2: 39,832 shares; 2025Q3: 39,908 shares 39,908 $1.4M 0.04% +76 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 10,033 shares; 2025Q1: 9,946 shares; 2025Q2: 9,874 shares; 2025Q3: 9,584 shares 9,584 $1.4M 0.04% -290 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,483 shares; 2024Q4: 123,717 shares; 2025Q1: 127,405 shares; 2025Q2: 120,719 shares; 2025Q3: 63,847 shares 63,847 $1.4M 0.04% -56,872 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,118 shares; 2025Q1: 53,372 shares; 2025Q2: 56,729 shares; 2025Q3: 51,835 shares 51,835 $1.39M 0.04% -4,894 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 11,806 shares; 2025Q1: 10,804 shares; 2025Q2: 19,520 shares; 2025Q3: 19,816 shares 19,816 $1.38M 0.04% +296 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,982 shares; 2024Q4: 69,448 shares; 2025Q1: 53,454 shares; 2025Q2: 33,067 shares; 2025Q3: 40,618 shares 40,618 $1.38M 0.04% +7,551 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,609 shares; 2025Q2: 51,575 shares; 2025Q3: 50,701 shares 50,701 $1.38M 0.04% -874 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,760 shares; 2024Q4: 30,496 shares; 2025Q1: 30,149 shares; 2025Q2: 31,004 shares; 2025Q3: 28,773 shares 28,773 $1.37M 0.04% -2,231 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,804 shares; 2024Q4: 634,469 shares; 2025Q1: 218,067 shares; 2025Q2: 86,211 shares; 2025Q3: 79,830 shares 79,830 $1.37M 0.04% -6,381 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,801 shares; 2024Q4: 13,969 shares; 2025Q1: 15,581 shares; 2025Q2: 22,687 shares; 2025Q3: 26,501 shares 26,501 $1.35M 0.04% +3,814 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,522 shares; 2025Q2: 12,736 shares; 2025Q3: 14,847 shares 14,847 $1.35M 0.04% +2,111 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,955 shares; 2024Q4: 44,755 shares; 2025Q1: 47,344 shares; 2025Q2: 49,288 shares; 2025Q3: 49,809 shares 49,809 $1.35M 0.04% +521 Timeline