FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,418 shares; 2024Q4: 7,642 shares; 2025Q1: 8,120 shares; 2025Q2: 10,824 shares; 2025Q3: 10,409 shares 10,409 $1.34M 0.03% -415 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,396 shares; 2024Q4: 25,067 shares; 2025Q1: 21,794 shares; 2025Q2: 28,536 shares; 2025Q3: 22,287 shares 22,287 $1.34M 0.03% -6,249 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 4,396 shares; 2025Q1: 6,915 shares; 2025Q2: 24,962 shares; 2025Q3: 9,315 shares 9,315 $1.33M 0.03% -15,647 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: 20,510 shares; 2025Q1: 44,294 shares; 2025Q2: 47,822 shares; 2025Q3: 46,249 shares 46,249 $1.33M 0.03% -1,573 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 11,072 shares; 2025Q1: 12,399 shares; 2025Q2: 12,921 shares; 2025Q3: 41,998 shares 41,998 $1.32M 0.03% +29,077 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,880 shares; 2025Q1: 2,506 shares; 2025Q2: 2,371 shares; 2025Q3: 1,216 shares 1,216 $1.31M 0.03% -1,155 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,216 shares; 2025Q1: 480 shares; 2025Q2: 5,472 shares; 2025Q3: 10,833 shares 10,833 $1.31M 0.03% +5,361 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 3,808 shares; 2025Q1: 3,632 shares; 2025Q2: 3,971 shares; 2025Q3: 4,624 shares 4,624 $1.31M 0.03% +653 Timeline DFIC 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: 91,254 shares; 2024Q4: 122,118 shares; 2025Q1: 110,007 shares; 2025Q2: 43,261 shares; 2025Q3: 39,792 shares 39,792 $1.3M 0.03% -3,469 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,288 shares; 2024Q4: 87,550 shares; 2025Q1: 87,653 shares; 2025Q2: 86,495 shares; 2025Q3: 9,095 shares 9,095 $1.29M 0.03% -77,400 Timeline PAPR 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: 32,416 shares; 2024Q4: 27,061 shares; 2025Q1: 21,591 shares; 2025Q2: 33,512 shares; 2025Q3: 33,271 shares 33,271 $1.28M 0.03% -241 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 14,093 shares; 2025Q1: 45,763 shares; 2025Q2: 10,887 shares; 2025Q3: 9,487 shares 9,487 $1.28M 0.03% -1,400 Timeline FIGB 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: not reported; 2024Q4: not reported; 2025Q1: 3,315 shares; 2025Q2: 12,610 shares; 2025Q3: 29,314 shares 29,314 $1.28M 0.03% +16,704 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 6,397 shares; 2025Q1: 5,923 shares; 2025Q2: 5,466 shares; 2025Q3: 7,287 shares 7,287 $1.27M 0.03% +1,821 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,740 shares; 2025Q1: 12,759 shares; 2025Q2: 25,446 shares; 2025Q3: 25,175 shares 25,175 $1.27M 0.03% -271 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,452 shares; 2024Q4: 57,973 shares; 2025Q1: 78,813 shares; 2025Q2: 46,736 shares; 2025Q3: 44,790 shares 44,790 $1.27M 0.03% -1,946 Timeline FAAR 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: 35,137 shares; 2024Q4: 43,900 shares; 2025Q1: 41,244 shares; 2025Q2: 38,301 shares; 2025Q3: 41,496 shares 41,496 $1.26M 0.03% +3,195 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,654 shares; 2024Q4: 43,917 shares; 2025Q1: 37,469 shares; 2025Q2: 31,132 shares; 2025Q3: 27,261 shares 27,261 $1.25M 0.03% -3,871 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 15,901 shares; 2025Q1: 18,380 shares; 2025Q2: 20,136 shares; 2025Q3: 20,536 shares 20,536 $1.25M 0.03% +400 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,317 shares; 2025Q2: 45,223 shares; 2025Q3: 45,970 shares 45,970 $1.25M 0.03% +747 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,067 shares; 2024Q4: 18,527 shares; 2025Q1: 18,109 shares; 2025Q2: 15,823 shares; 2025Q3: 15,055 shares 15,055 $1.24M 0.03% -768 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,096 shares; 2024Q4: 126,418 shares; 2025Q1: 123,052 shares; 2025Q2: 70,817 shares; 2025Q3: 54,214 shares 54,214 $1.24M 0.03% -16,603 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,278 shares; 2024Q4: 13,898 shares; 2025Q1: 13,898 shares; 2025Q2: 13,898 shares; 2025Q3: 13,898 shares 13,898 $1.24M 0.03% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,682 shares; 2025Q2: 24,877 shares; 2025Q3: 27,873 shares 27,873 $1.24M 0.03% +2,996 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,061 shares; 2024Q4: 64,268 shares; 2025Q1: 64,470 shares; 2025Q2: 63,818 shares; 2025Q3: 62,702 shares 62,702 $1.23M 0.03% -1,116 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,167 shares; 2024Q4: 55,791 shares; 2025Q1: 55,799 shares; 2025Q2: 61,551 shares; 2025Q3: 59,411 shares 59,411 $1.22M 0.03% -2,140 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 13,330 shares; 2025Q1: 13,121 shares; 2025Q2: 6,745 shares; 2025Q3: 11,003 shares 11,003 $1.22M 0.03% +4,258 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 3,128 shares; 2025Q1: 8,337 shares; 2025Q2: 3,635 shares; 2025Q3: 3,997 shares 3,997 $1.22M 0.03% +362 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,440 shares; 2024Q4: 63,106 shares; 2025Q1: 65,528 shares; 2025Q2: 60,758 shares; 2025Q3: 31,562 shares 31,562 $1.22M 0.03% -29,196 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,970 shares; 2024Q4: 30,285 shares; 2025Q1: 28,000 shares; 2025Q2: 26,154 shares; 2025Q3: 21,141 shares 21,141 $1.22M 0.03% -5,013 Timeline IAPR 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: 38,973 shares; 2024Q4: 32,101 shares; 2025Q1: 35,329 shares; 2025Q2: 38,694 shares; 2025Q3: 40,246 shares 40,246 $1.21M 0.03% +1,552 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 12,636 shares; 2025Q1: 13,078 shares; 2025Q2: 12,834 shares; 2025Q3: 12,789 shares 12,789 $1.21M 0.03% -45 Timeline IBHF 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: 73,508 shares; 2024Q4: 71,682 shares; 2025Q1: 69,103 shares; 2025Q2: 54,911 shares; 2025Q3: 51,668 shares 51,668 $1.21M 0.03% -3,243 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,212 shares; 2024Q4: 52,535 shares; 2025Q1: 17,993 shares; 2025Q2: 14,337 shares; 2025Q3: 11,892 shares 11,892 $1.21M 0.03% -2,445 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 7,016 shares; 2025Q1: 5,673 shares; 2025Q2: 5,435 shares; 2025Q3: 5,556 shares 5,556 $1.21M 0.03% +121 Timeline YJUN 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: 63,148 shares; 2024Q4: 57,923 shares; 2025Q1: 56,769 shares; 2025Q2: 48,459 shares; 2025Q3: 47,989 shares 47,989 $1.2M 0.03% -470 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,005 shares; 2024Q4: 105,003 shares; 2025Q1: 95,068 shares; 2025Q2: 36,058 shares; 2025Q3: 38,293 shares 38,293 $1.2M 0.03% +2,235 Timeline FCTE 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: 68,033 shares; 2024Q4: 43,703 shares; 2025Q1: 44,328 shares; 2025Q2: 39,573 shares; 2025Q3: 44,779 shares 44,779 $1.19M 0.03% +5,206 Timeline SHYG 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: 17,355 shares; 2024Q4: 14,065 shares; 2025Q1: 15,384 shares; 2025Q2: 21,950 shares; 2025Q3: 27,482 shares 27,482 $1.19M 0.03% +5,532 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 3,940 shares; 2025Q1: 7,630 shares; 2025Q2: 4,530 shares; 2025Q3: 4,511 shares 4,511 $1.18M 0.03% -19 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,124 shares; 2024Q4: 14,020 shares; 2025Q1: 12,624 shares; 2025Q2: 12,206 shares; 2025Q3: 12,324 shares 12,324 $1.17M 0.03% +118 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,884 shares; 2024Q4: 22,929 shares; 2025Q1: 10,182 shares; 2025Q2: 21,750 shares; 2025Q3: 7,809 shares 7,809 $1.16M 0.03% -13,941 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,639 shares; 2024Q4: 8,735 shares; 2025Q1: 9,643 shares; 2025Q2: 27,419 shares; 2025Q3: 27,322 shares 27,322 $1.16M 0.03% -97 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 1,190 shares; 2025Q2: 4,065 shares; 2025Q3: 10,273 shares 10,273 $1.15M 0.03% +6,208 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 4,664 shares; 2025Q1: 4,912 shares; 2025Q2: 5,328 shares; 2025Q3: 5,731 shares 5,731 $1.15M 0.03% +403 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,504 shares; 2024Q4: 46,142 shares; 2025Q1: 21,626 shares; 2025Q2: 13,298 shares; 2025Q3: 11,171 shares 11,171 $1.15M 0.03% -2,127 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,701 shares; 2024Q4: 28,781 shares; 2025Q1: 30,515 shares; 2025Q2: 32,047 shares; 2025Q3: 32,401 shares 32,401 $1.15M 0.03% +354 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 73 shares; 2025Q1: 81 shares; 2025Q2: 65 shares; 2025Q3: 213 shares 213 $1.15M 0.03% +148 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 34 shares; 2025Q2: 0 shares; 2025Q3: 8,916 shares 8,916 $1.15M 0.03% +8,916 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 395 shares; 2025Q1: 444 shares; 2025Q2: 718 shares; 2025Q3: 5,714 shares 5,714 $1.15M 0.03% +4,996 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 8,075 shares; 2025Q1: 5,479 shares; 2025Q2: 6,452 shares; 2025Q3: 6,117 shares 6,117 $1.14M 0.03% -335 Timeline IGE 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: 23,315 shares 23,315 $1.14M 0.03% new Timeline IBTK 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: 121,461 shares; 2024Q4: 119,375 shares; 2025Q1: 129,286 shares; 2025Q2: 125,270 shares; 2025Q3: 57,112 shares 57,112 $1.14M 0.03% -68,158 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 7,218 shares; 2025Q1: 19,128 shares; 2025Q2: 7,749 shares; 2025Q3: 8,293 shares 8,293 $1.13M 0.03% +544 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 8,223 shares 8,223 $1.13M 0.03% +7,482 Timeline IBHG 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: 66,902 shares; 2024Q4: 69,965 shares; 2025Q1: 66,693 shares; 2025Q2: 51,682 shares; 2025Q3: 49,974 shares 49,974 $1.12M 0.03% -1,708 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,783 shares; 2025Q1: 2,738 shares; 2025Q2: 2,772 shares; 2025Q3: 2,658 shares 2,658 $1.12M 0.03% -114 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,213 shares; 2024Q4: 12,303 shares; 2025Q1: 13,311 shares; 2025Q2: 13,426 shares; 2025Q3: 10,033 shares 10,033 $1.12M 0.03% -3,393 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,305 shares; 2024Q4: 29,963 shares; 2025Q1: 77,145 shares; 2025Q2: 51,592 shares; 2025Q3: 22,193 shares 22,193 $1.12M 0.03% -29,399 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,815 shares; 2025Q1: 4,951 shares; 2025Q2: 7,075 shares; 2025Q3: 7,654 shares 7,654 $1.12M 0.03% +579 Timeline DFNM 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: 692 shares; 2024Q4: 801 shares; 2025Q1: 809 shares; 2025Q2: 10,631 shares; 2025Q3: 23,223 shares 23,223 $1.11M 0.03% +12,592 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,777 shares; 2025Q1: 32,097 shares; 2025Q2: 99,993 shares; 2025Q3: 54,396 shares 54,396 $1.11M 0.03% -45,597 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,749 shares; 2024Q4: 23,763 shares; 2025Q1: 18,867 shares; 2025Q2: 19,633 shares; 2025Q3: 24,230 shares 24,230 $1.11M 0.03% +4,597 Timeline OVM 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: 60,048 shares; 2024Q4: 60,402 shares; 2025Q1: 59,908 shares; 2025Q2: 59,029 shares; 2025Q3: 51,370 shares 51,370 $1.11M 0.03% -7,659 Timeline FAD 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: 6,996 shares; 2024Q4: 6,956 shares; 2025Q1: 6,956 shares; 2025Q2: 6,941 shares; 2025Q3: 6,892 shares 6,892 $1.11M 0.03% -49 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,304 shares; 2024Q4: 25,064 shares; 2025Q1: 15,801 shares; 2025Q2: 16,707 shares; 2025Q3: 20,650 shares 20,650 $1.1M 0.03% +3,943 Timeline JIRE 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: 4,864 shares; 2024Q4: 5,235 shares; 2025Q1: 5,752 shares; 2025Q2: 8,780 shares; 2025Q3: 14,873 shares 14,873 $1.09M 0.03% +6,093 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,202 shares; 2025Q1: 3,362 shares; 2025Q2: 6,126 shares; 2025Q3: 8,394 shares 8,394 $1.09M 0.03% +2,268 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 1,387 shares; 2025Q1: 859 shares; 2025Q2: 552 shares; 2025Q3: 10,461 shares 10,461 $1.09M 0.03% +9,909 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,919 shares; 2024Q4: 48,096 shares; 2025Q1: 51,943 shares; 2025Q2: 25,806 shares; 2025Q3: 24,275 shares 24,275 $1.09M 0.03% -1,531 Timeline SUB 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: 3,328 shares; 2024Q4: 7,777 shares; 2025Q1: 7,813 shares; 2025Q2: 8,405 shares; 2025Q3: 10,201 shares 10,201 $1.09M 0.03% +1,796 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: 73,979 shares; 2024Q4: 72,443 shares; 2025Q1: 69,785 shares; 2025Q2: 53,590 shares; 2025Q3: 46,819 shares 46,819 $1.09M 0.03% -6,771 IQLT 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: 50,052 shares; 2024Q4: 34,829 shares; 2025Q1: 21,804 shares; 2025Q2: 22,768 shares; 2025Q3: 24,476 shares 24,476 $1.08M 0.03% +1,708 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: 4,709 shares; 2025Q1: 4,728 shares; 2025Q2: 6,823 shares; 2025Q3: 6,398 shares 6,398 $1.08M 0.03% -425 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,535 shares; 2024Q4: 119,706 shares; 2025Q1: 72,464 shares; 2025Q2: 49,608 shares; 2025Q3: 30,816 shares 30,816 $1.07M 0.03% -18,792 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 7,859 shares; 2025Q1: 8,485 shares; 2025Q2: 10,160 shares; 2025Q3: 11,092 shares 11,092 $1.07M 0.03% +932 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 10,002 shares; 2025Q1: 14,641 shares; 2025Q2: 27,830 shares; 2025Q3: 29,330 shares 29,330 $1.07M 0.03% +1,500 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 10,606 shares; 2025Q1: 13,336 shares; 2025Q2: 17,227 shares; 2025Q3: 21,635 shares 21,635 $1.07M 0.03% +4,408 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 475 shares; 2025Q1: 486 shares; 2025Q2: 11,702 shares; 2025Q3: 12,088 shares 12,088 $1.07M 0.03% +386 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 3,110 shares; 2025Q1: 3,352 shares; 2025Q2: 3,662 shares; 2025Q3: 3,298 shares 3,298 $1.07M 0.03% -364 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 420 shares; 2025Q1: 20,840 shares; 2025Q2: 24,100 shares; 2025Q3: 23,509 shares 23,509 $1.06M 0.03% -591 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,602 shares; 2024Q4: 17,010 shares; 2025Q1: 17,174 shares; 2025Q2: 16,600 shares; 2025Q3: 16,660 shares 16,660 $1.05M 0.03% +60 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,669 shares; 2025Q1: 1,782 shares; 2025Q2: 1,959 shares; 2025Q3: 1,612 shares 1,612 $1.05M 0.03% -347 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 8,396 shares; 2025Q1: 19,507 shares; 2025Q2: 26,305 shares; 2025Q3: 28,846 shares 28,846 $1.04M 0.03% +2,541 Timeline IBHH 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: 63,186 shares; 2024Q4: 63,593 shares; 2025Q1: 60,264 shares; 2025Q2: 45,674 shares; 2025Q3: 43,660 shares 43,660 $1.04M 0.03% -2,014 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,138 shares; 2024Q4: 5,370 shares; 2025Q1: 5,285 shares; 2025Q2: 2,712 shares; 2025Q3: 2,137 shares 2,137 $1.04M 0.03% -575 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 23,853 shares; 2025Q2: 34,363 shares; 2025Q3: 35,183 shares 35,183 $1.04M 0.03% +820 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,624 shares; 2024Q4: 11,617 shares; 2025Q1: 11,807 shares; 2025Q2: 16,047 shares; 2025Q3: 15,194 shares 15,194 $1.03M 0.03% -853 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 1,193 shares; 2025Q1: 7,431 shares; 2025Q2: 8,245 shares; 2025Q3: 9,517 shares 9,517 $1.03M 0.03% +1,272 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 6,365 shares; 2025Q1: 7,023 shares; 2025Q2: 6,882 shares; 2025Q3: 8,033 shares 8,033 $1.02M 0.03% +1,151 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 7,740 shares; 2025Q1: 14,955 shares; 2025Q2: 15,394 shares; 2025Q3: 11,126 shares 11,126 $1.02M 0.03% -4,268 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,497 shares; 2024Q4: 7,538 shares; 2025Q1: 11,641 shares; 2025Q2: 26,429 shares; 2025Q3: 40,473 shares 40,473 $1.02M 0.03% +14,044 Timeline BDGS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,227 shares; 2025Q1: 29,358 shares; 2025Q2: 28,979 shares; 2025Q3: 29,472 shares 29,472 $1.01M 0.03% +493 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,454 shares; 2024Q4: 15,167 shares; 2025Q1: 15,488 shares; 2025Q2: 14,396 shares; 2025Q3: 14,147 shares 14,147 $1.01M 0.03% -249 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,003 shares; 2025Q1: 50,000 shares; 2025Q2: 49,969 shares; 2025Q3: 50,000 shares 50,000 $1.01M 0.03% +31 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,740 shares; 2025Q1: 2,156 shares; 2025Q2: 3,023 shares; 2025Q3: 3,248 shares 3,248 $1.01M 0.03% +225 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,131 shares; 2024Q4: 14,123 shares; 2025Q1: 21,667 shares; 2025Q2: 29,882 shares; 2025Q3: 20,024 shares 20,024 $1.01M 0.03% -9,858 Timeline UTWO 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: 24,098 shares; 2024Q4: 26,189 shares; 2025Q1: 22,533 shares; 2025Q2: 30,965 shares; 2025Q3: 20,690 shares 20,690 $1M 0.03% -10,275 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 5,708 shares; 2025Q1: 7,150 shares; 2025Q2: 4,802 shares; 2025Q3: 5,617 shares 5,617 $1M 0.03% +815 Timeline MAGS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,467 shares 15,467 $1M 0.03% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 5,546 shares; 2025Q1: 9,597 shares; 2025Q2: 2,921 shares; 2025Q3: 2,323 shares 2,323 $1M 0.03% -598 Timeline JULW 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: 16,074 shares; 2024Q4: 16,074 shares; 2025Q1: 26,067 shares; 2025Q2: 26,067 shares; 2025Q3: 26,067 shares 26,067 $1M 0.03% 0 Timeline TFI 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: 36,373 shares; 2024Q4: 36,255 shares; 2025Q1: 33,250 shares; 2025Q2: 21,995 shares; 2025Q3: 21,904 shares 21,904 $998K 0.03% -91 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,823 shares; 2024Q4: 2,194 shares; 2025Q1: 7,526 shares; 2025Q2: 6,863 shares; 2025Q3: 5,979 shares 5,979 $997K 0.03% -884 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 31,254 shares; 2025Q1: 35,782 shares; 2025Q2: 12,519 shares; 2025Q3: 12,668 shares 12,668 $989K 0.03% +149 Timeline QDEC 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: 28,129 shares; 2024Q4: 28,440 shares; 2025Q1: 29,916 shares; 2025Q2: 30,138 shares; 2025Q3: 31,642 shares 31,642 $985K 0.03% +1,504 Timeline SCHE 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: 21,160 shares; 2024Q4: 20,715 shares; 2025Q1: 22,726 shares; 2025Q2: 25,568 shares; 2025Q3: 29,501 shares 29,501 $984K 0.03% +3,933 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 57,483 shares; 2025Q1: 54,710 shares; 2025Q2: 43,189 shares; 2025Q3: 41,209 shares 41,209 $983K 0.03% -1,980 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 22,690 shares; 2025Q2: 25,296 shares; 2025Q3: 26,027 shares 26,027 $981K 0.03% +731 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 11,971 shares; 2025Q1: 12,457 shares; 2025Q2: 11,584 shares; 2025Q3: 13,430 shares 13,430 $980K 0.03% +1,846 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,397 shares; 2024Q4: 14,241 shares; 2025Q1: 23,080 shares; 2025Q2: 31,473 shares; 2025Q3: 19,716 shares 19,716 $979K 0.03% -11,757 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,230 shares; 2024Q4: 65,597 shares; 2025Q1: 60,289 shares; 2025Q2: 20,293 shares; 2025Q3: 28,331 shares 28,331 $974K 0.03% +8,038 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 5,725 shares; 2025Q1: 6,787 shares; 2025Q2: 6,926 shares; 2025Q3: 8,695 shares 8,695 $971K 0.03% +1,769 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 3,757 shares; 2025Q1: 3,834 shares; 2025Q2: 3,905 shares; 2025Q3: 5,491 shares 5,491 $971K 0.03% +1,586 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 7,923 shares; 2025Q1: 6,657 shares; 2025Q2: 5,809 shares; 2025Q3: 4,989 shares 4,989 $959K 0.02% -820 Timeline DFLV 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: 1,500 shares; 2024Q4: 16,316 shares; 2025Q1: 16,316 shares; 2025Q2: 14,364 shares; 2025Q3: 29,055 shares 29,055 $956K 0.02% +14,691 Timeline PFLD 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: 48,286 shares; 2024Q4: 48,286 shares; 2025Q1: 48,286 shares; 2025Q2: 48,686 shares; 2025Q3: 48,286 shares 48,286 $951K 0.02% -400 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,824 shares; 2024Q4: 22,279 shares; 2025Q1: 25,371 shares; 2025Q2: 24,610 shares; 2025Q3: 40,088 shares 40,088 $950K 0.02% +15,478 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 5,594 shares; 2025Q1: 5,507 shares; 2025Q2: 6,057 shares; 2025Q3: 6,890 shares 6,890 $949K 0.02% +833 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 19,702 shares; 2025Q1: 18,392 shares; 2025Q2: 17,872 shares; 2025Q3: 16,144 shares 16,144 $948K 0.02% -1,728 Timeline FXI 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: 516 shares; 2024Q4: 30,674 shares; 2025Q1: 33,537 shares; 2025Q2: 37,115 shares; 2025Q3: 22,952 shares 22,952 $944K 0.02% -14,163 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,516 shares; 2024Q4: 13,516 shares; 2025Q1: 13,516 shares; 2025Q2: 23,971 shares; 2025Q3: 24,405 shares 24,405 $940K 0.02% +434 Timeline DFAT 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: 4,500 shares; 2024Q4: 4,503 shares; 2025Q1: 4,917 shares; 2025Q2: 6,840 shares; 2025Q3: 16,125 shares 16,125 $939K 0.02% +9,285 Timeline VPU 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: 609 shares; 2024Q4: 914 shares; 2025Q1: 8,814 shares; 2025Q2: 9,617 shares; 2025Q3: 4,926 shares 4,926 $933K 0.02% -4,691 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 8,453 shares; 2025Q1: 6,559 shares; 2025Q2: 6,301 shares; 2025Q3: 6,313 shares 6,313 $931K 0.02% +12 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,839 shares; 2025Q1: 2,101 shares; 2025Q2: 2,604 shares; 2025Q3: 2,880 shares 2,880 $931K 0.02% +276 Timeline PHYS 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: 27,015 shares; 2024Q4: 26,887 shares; 2025Q1: 37,759 shares; 2025Q2: 24,552 shares; 2025Q3: 31,347 shares 31,347 $928K 0.02% +6,795 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,684 shares; 2025Q1: 3,095 shares; 2025Q2: 3,103 shares; 2025Q3: 3,207 shares 3,207 $926K 0.02% +104 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 4,503 shares; 2025Q1: 4,966 shares; 2025Q2: 4,781 shares; 2025Q3: 4,562 shares 4,562 $926K 0.02% -219 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,470 shares; 2025Q1: 13,419 shares; 2025Q2: 15,908 shares; 2025Q3: 16,098 shares 16,098 $926K 0.02% +190 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 7,181 shares; 2025Q1: 5,664 shares; 2025Q2: 7,228 shares; 2025Q3: 5,400 shares 5,400 $923K 0.02% -1,828 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 18,772 shares; 2025Q3: 19,076 shares 19,076 $919K 0.02% +304 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,409 shares; 2024Q4: 20,752 shares; 2025Q1: 18,113 shares; 2025Q2: 4,905 shares; 2025Q3: 2,838 shares 2,838 $914K 0.02% -2,067 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,547 shares; 2024Q4: 1,924 shares; 2025Q1: 1,740 shares; 2025Q2: 1,836 shares; 2025Q3: 6,041 shares 6,041 $913K 0.02% +4,205 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 861 shares; 2025Q1: 909 shares; 2025Q2: 1,324 shares; 2025Q3: 1,531 shares 1,531 $913K 0.02% +207 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,777 shares; 2024Q4: 4,269 shares; 2025Q1: 4,271 shares; 2025Q2: 10,229 shares; 2025Q3: 9,963 shares 9,963 $912K 0.02% -266 Timeline KJUL 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: 21,409 shares; 2024Q4: 20,309 shares; 2025Q1: 21,309 shares; 2025Q2: 27,069 shares; 2025Q3: 29,437 shares 29,437 $911K 0.02% +2,368 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,713 shares; 2025Q1: 1,577 shares; 2025Q2: 20,178 shares; 2025Q3: 19,902 shares 19,902 $911K 0.02% -276 Timeline IBDW 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: 25,762 shares; 2024Q4: 29,993 shares; 2025Q1: 38,336 shares; 2025Q2: 48,677 shares; 2025Q3: 42,919 shares 42,919 $911K 0.02% -5,758 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,743 shares; 2025Q1: 9,620 shares; 2025Q2: 12,277 shares; 2025Q3: 12,124 shares 12,124 $911K 0.02% -153 Timeline FXH 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: 23,943 shares; 2024Q4: 16,499 shares; 2025Q1: 12,506 shares; 2025Q2: 8,382 shares; 2025Q3: 8,293 shares 8,293 $910K 0.02% -89 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 14,826 shares; 2025Q1: 17,133 shares; 2025Q2: 21,479 shares; 2025Q3: 39,066 shares 39,066 $909K 0.02% +17,587 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,552 shares; 2024Q4: 28,531 shares; 2025Q1: 24,135 shares; 2025Q2: 24,370 shares; 2025Q3: 30,720 shares 30,720 $904K 0.02% +6,350 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 2,239 shares; 2025Q1: 2,626 shares; 2025Q2: 2,657 shares; 2025Q3: 2,437 shares 2,437 $901K 0.02% -220 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 2,560 shares; 2025Q2: 4,135 shares; 2025Q3: 4,599 shares 4,599 $900K 0.02% +464 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 11,026 shares; 2025Q1: 13,205 shares; 2025Q2: 17,330 shares; 2025Q3: 19,688 shares 19,688 $896K 0.02% +2,358 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,476 shares; 2025Q1: 6,659 shares; 2025Q2: 15,415 shares; 2025Q3: 18,677 shares 18,677 $895K 0.02% +3,262 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 2,756 shares; 2025Q1: 2,664 shares; 2025Q2: 1,590 shares; 2025Q3: 2,285 shares 2,285 $895K 0.02% +695 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,048 shares; 2024Q4: 17,557 shares; 2025Q1: 17,996 shares; 2025Q2: 18,217 shares; 2025Q3: 17,697 shares 17,697 $893K 0.02% -520 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 349 shares; 2025Q1: 329 shares; 2025Q2: 364 shares; 2025Q3: 382 shares 382 $893K 0.02% +18 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,988 shares; 2025Q1: 2,003 shares; 2025Q2: 4,974 shares; 2025Q3: 34,547 shares 34,547 $890K 0.02% +29,573 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,607 shares; 2024Q4: 14,745 shares; 2025Q1: 15,711 shares; 2025Q2: 15,830 shares; 2025Q3: 17,457 shares 17,457 $885K 0.02% +1,627 Timeline DTH 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: 729 shares; 2024Q4: 580 shares; 2025Q1: 578 shares; 2025Q2: 20,940 shares; 2025Q3: 17,931 shares 17,931 $881K 0.02% -3,009 Timeline SCHH 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: 23,006 shares; 2024Q4: 28,096 shares; 2025Q1: 30,841 shares; 2025Q2: 36,154 shares; 2025Q3: 40,799 shares 40,799 $880K 0.02% +4,645 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 5,423 shares; 2025Q1: 10,353 shares; 2025Q2: 10,980 shares; 2025Q3: 12,988 shares 12,988 $878K 0.02% +2,008 Timeline PTL 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: 126 shares; 2024Q4: 283 shares; 2025Q1: 367 shares; 2025Q2: 3,493 shares; 2025Q3: 3,524 shares 3,524 $878K 0.02% +31 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 1,810 shares; 2025Q1: 1,361 shares; 2025Q2: 1,775 shares; 2025Q3: 2,809 shares 2,809 $878K 0.02% +1,034 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,153 shares; 2025Q1: 3,153 shares; 2025Q2: 3,795 shares; 2025Q3: 3,057 shares 3,057 $873K 0.02% -738 Timeline RMIF 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: 23,540 shares; 2024Q4: 25,057 shares; 2025Q1: 33,641 shares; 2025Q2: 34,811 shares; 2025Q3: 34,910 shares 34,910 $872K 0.02% +99 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 403 shares; 2025Q1: 12,999 shares; 2025Q2: 14,916 shares; 2025Q3: 15,225 shares 15,225 $872K 0.02% +309 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 9,805 shares; 2025Q1: 7,712 shares; 2025Q2: 3,997 shares; 2025Q3: 15,929 shares 15,929 $872K 0.02% +11,932 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,342 shares; 2025Q1: 2,111 shares; 2025Q2: 1,785 shares; 2025Q3: 16,055 shares 16,055 $868K 0.02% +14,270 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 9,833 shares; 2025Q1: 8,973 shares; 2025Q2: 9,239 shares; 2025Q3: 9,239 shares 9,239 $865K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 1,305 shares; 2025Q1: 1,470 shares; 2025Q2: 1,332 shares; 2025Q3: 1,985 shares 1,985 $864K 0.02% +653 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 4,885 shares; 2025Q1: 16,755 shares; 2025Q2: 17,600 shares; 2025Q3: 16,200 shares 16,200 $860K 0.02% -1,400 Timeline JMUB 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: 7,646 shares; 2024Q4: 9,672 shares; 2025Q1: 7,291 shares; 2025Q2: 14,751 shares; 2025Q3: 16,974 shares 16,974 $857K 0.02% +2,223 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,930 shares; 2024Q4: 75,225 shares; 2025Q1: 94,202 shares; 2025Q2: 74,893 shares; 2025Q3: 71,531 shares 71,531 $856K 0.02% -3,362 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,960 shares; 2024Q4: 21,722 shares; 2025Q1: 27,597 shares; 2025Q2: 32,288 shares; 2025Q3: 33,176 shares 33,176 $850K 0.02% +888 Timeline TPHD 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: 5,136 shares; 2024Q4: 7,330 shares; 2025Q1: 8,345 shares; 2025Q2: 21,750 shares; 2025Q3: 21,493 shares 21,493 $845K 0.02% -257 Timeline SHLD 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 2,493 shares; 2025Q2: 8,999 shares; 2025Q3: 12,004 shares 12,004 $843K 0.02% +3,005 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 17,870 shares; 2025Q1: 24,713 shares; 2025Q2: 26,539 shares; 2025Q3: 28,356 shares 28,356 $843K 0.02% +1,817 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 2,267 shares; 2025Q2: 3,866 shares; 2025Q3: 8,804 shares 8,804 $842K 0.02% +4,938 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,816 shares; 2024Q4: 1,767 shares; 2025Q1: 3,631 shares; 2025Q2: 3,784 shares; 2025Q3: 15,236 shares 15,236 $842K 0.02% +11,452 Timeline GURU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,794 shares; 2025Q3: 14,103 shares 14,103 $840K 0.02% +309 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 4,129 shares; 2025Q1: 7,087 shares; 2025Q2: 6,748 shares; 2025Q3: 5,765 shares 5,765 $839K 0.02% -983 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 3,846 shares; 2025Q1: 9,338 shares; 2025Q2: 10,342 shares; 2025Q3: 12,457 shares 12,457 $835K 0.02% +2,115 Timeline DJUL 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: 18,570 shares; 2024Q4: 18,630 shares; 2025Q1: 18,389 shares; 2025Q2: 22,496 shares; 2025Q3: 17,825 shares 17,825 $832K 0.02% -4,671 Timeline IBMP 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: 32,134 shares; 2024Q4: 33,465 shares; 2025Q1: 31,016 shares; 2025Q2: 34,890 shares; 2025Q3: 32,614 shares 32,614 $831K 0.02% -2,276 Timeline FENI 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: 19,980 shares; 2024Q4: 15,854 shares; 2025Q1: 17,915 shares; 2025Q2: 20,418 shares; 2025Q3: 23,496 shares 23,496 $829K 0.02% +3,078 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 422 shares; 2025Q1: 335 shares; 2025Q2: 714 shares; 2025Q3: 5,174 shares 5,174 $826K 0.02% +4,460 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 5,021 shares; 2025Q1: 4,631 shares; 2025Q2: 4,396 shares; 2025Q3: 4,282 shares 4,282 $825K 0.02% -114 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 2,091 shares; 2025Q1: 3,718 shares; 2025Q2: 3,646 shares; 2025Q3: 3,618 shares 3,618 $824K 0.02% -28 Timeline EZU 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: 322 shares; 2024Q4: 322 shares; 2025Q1: 4,339 shares; 2025Q2: 4,234 shares; 2025Q3: 13,298 shares 13,298 $824K 0.02% +9,064 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,989 shares; 2025Q2: 7,399 shares; 2025Q3: 8,916 shares 8,916 $817K 0.02% +1,517 Timeline FLIN 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: 8,102 shares; 2024Q4: 19,811 shares; 2025Q1: 21,769 shares; 2025Q2: 23,282 shares; 2025Q3: 21,895 shares 21,895 $816K 0.02% -1,387 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,826 shares; 2024Q4: 10,131 shares; 2025Q1: 71,656 shares; 2025Q2: 94,063 shares; 2025Q3: 60,674 shares 60,674 $815K 0.02% -33,389 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 8,218 shares; 2025Q1: 8,374 shares; 2025Q2: 11,427 shares; 2025Q3: 11,574 shares 11,574 $812K 0.02% +147 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,731 shares; 2024Q4: 14,954 shares; 2025Q1: 15,737 shares; 2025Q2: 15,784 shares; 2025Q3: 15,254 shares 15,254 $811K 0.02% -530 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 3,322 shares; 2025Q1: 4,328 shares; 2025Q2: 8,330 shares; 2025Q3: 26,804 shares 26,804 $810K 0.02% +18,474 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 8,014 shares; 2025Q1: 8,527 shares; 2025Q2: 8,527 shares; 2025Q3: 9,314 shares 9,314 $809K 0.02% +787 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,783 shares; 2024Q4: 21,429 shares; 2025Q1: 24,921 shares; 2025Q2: 41,873 shares; 2025Q3: 39,366 shares 39,366 $803K 0.02% -2,507 Timeline IBTM 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: 305 shares; 2024Q4: 3,366 shares; 2025Q1: 4,640 shares; 2025Q2: 64,466 shares; 2025Q3: 34,510 shares 34,510 $798K 0.02% -29,956 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,342 shares; 2024Q4: 47,839 shares; 2025Q1: 45,981 shares; 2025Q2: 7,831 shares; 2025Q3: 7,978 shares 7,978 $794K 0.02% +147 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,566 shares; 2025Q1: 3,551 shares; 2025Q2: 7,906 shares; 2025Q3: 4,171 shares 4,171 $794K 0.02% -3,735 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 22,873 shares; 2025Q1: 23,853 shares; 2025Q2: 24,479 shares; 2025Q3: 24,862 shares 24,862 $794K 0.02% +383 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 4,528 shares; 2025Q1: 4,109 shares; 2025Q2: 4,598 shares; 2025Q3: 11,753 shares 11,753 $791K 0.02% +7,155 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 9,331 shares; 2025Q1: 5,960 shares; 2025Q2: 7,781 shares; 2025Q3: 5,087 shares 5,087 $789K 0.02% -2,694 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 368 shares; 2025Q1: 1,024 shares; 2025Q2: 1,230 shares; 2025Q3: 1,403 shares 1,403 $789K 0.02% +173 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 10,600 shares; 2025Q2: 16,200 shares; 2025Q3: 15,900 shares 15,900 $788K 0.02% -300 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,326 shares; 2025Q1: 1,199 shares; 2025Q2: 11,696 shares; 2025Q3: 12,498 shares 12,498 $788K 0.02% +802 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,673 shares; 2025Q1: 5,666 shares; 2025Q2: 6,541 shares; 2025Q3: 5,411 shares 5,411 $788K 0.02% -1,130 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,236 shares; 2024Q4: 5,755 shares; 2025Q1: 4,434 shares; 2025Q2: 12,192 shares; 2025Q3: 16,790 shares 16,790 $779K 0.02% +4,598 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 4,748 shares; 2025Q1: 7,110 shares; 2025Q2: 32,573 shares; 2025Q3: 33,633 shares 33,633 $776K 0.02% +1,060 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 15,234 shares; 2025Q1: 9,944 shares; 2025Q2: 11,438 shares; 2025Q3: 9,389 shares 9,389 $773K 0.02% -2,049 Timeline PSEP 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: 45,830 shares; 2024Q4: 46,430 shares; 2025Q1: 41,261 shares; 2025Q2: 10,920 shares; 2025Q3: 17,943 shares 17,943 $771K 0.02% +7,023 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,844 shares; 2024Q4: 13,604 shares; 2025Q1: 16,727 shares; 2025Q2: 14,389 shares; 2025Q3: 15,893 shares 15,893 $768K 0.02% +1,504 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,445 shares; 2025Q1: 1 shares; 2025Q2: 56,551 shares; 2025Q3: 65,644 shares 65,644 $767K 0.02% +9,093 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,122 shares; 2024Q4: 58,714 shares; 2025Q1: 44,988 shares; 2025Q2: 58,406 shares; 2025Q3: 39,169 shares 39,169 $765K 0.02% -19,237 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 311 shares; 2025Q1: 2,045 shares; 2025Q2: 2,153 shares; 2025Q3: 2,645 shares 2,645 $762K 0.02% +492 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,964 shares; 2024Q4: 11,558 shares; 2025Q1: 8,516 shares; 2025Q2: 11,321 shares; 2025Q3: 13,709 shares 13,709 $761K 0.02% +2,388 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,158 shares; 2024Q4: 8,619 shares; 2025Q1: 8,967 shares; 2025Q2: 8,990 shares; 2025Q3: 11,240 shares 11,240 $758K 0.02% +2,250 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,335 shares; 2024Q4: 201,562 shares; 2025Q1: 198,193 shares; 2025Q2: 25,330 shares; 2025Q3: 22,460 shares 22,460 $756K 0.02% -2,870 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 4,344 shares; 2025Q1: 4,113 shares; 2025Q2: 2,547 shares; 2025Q3: 7,834 shares 7,834 $756K 0.02% +5,287 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 11,972 shares; 2025Q1: 12,088 shares; 2025Q2: 13,847 shares; 2025Q3: 17,779 shares 17,779 $755K 0.02% +3,932 Timeline BOND 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: 3,051 shares; 2024Q4: 3,258 shares; 2025Q1: 2,078 shares; 2025Q2: 6,663 shares; 2025Q3: 8,083 shares 8,083 $755K 0.02% +1,420 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,814 shares; 2024Q4: 13,858 shares; 2025Q1: 14,192 shares; 2025Q2: 7,470 shares; 2025Q3: 8,687 shares 8,687 $750K 0.02% +1,217 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,941 shares; 2024Q4: 25,406 shares; 2025Q1: 25,406 shares; 2025Q2: 27,671 shares; 2025Q3: 27,109 shares 27,109 $749K 0.02% -562 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 8 shares; 2025Q1: 4,985 shares; 2025Q2: 4,386 shares; 2025Q3: 9,385 shares 9,385 $749K 0.02% +4,999 Timeline NJAN 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: 7,733 shares; 2024Q4: 11,748 shares; 2025Q1: 14,161 shares; 2025Q2: 14,140 shares; 2025Q3: 14,073 shares 14,073 $749K 0.02% -67 Timeline DMAR 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: 19,397 shares; 2024Q4: 18,193 shares; 2025Q1: 18,331 shares; 2025Q2: 18,331 shares; 2025Q3: 18,331 shares 18,331 $747K 0.02% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 19,192 shares; 2025Q1: 13,555 shares; 2025Q2: 13,003 shares; 2025Q3: 14,254 shares 14,254 $745K 0.02% +1,251 Timeline VTHR 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: 2,985 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 2,887 shares; 2025Q3: 2,514 shares 2,514 $740K 0.02% -373 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 5,341 shares; 2025Q1: 4,696 shares; 2025Q2: 9,058 shares; 2025Q3: 12,462 shares 12,462 $732K 0.02% +3,404 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 12,558 shares; 2025Q1: 10,234 shares; 2025Q2: 7,395 shares; 2025Q3: 7,217 shares 7,217 $730K 0.02% -178 Timeline EJAN 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: 17,534 shares; 2024Q4: 28,273 shares; 2025Q1: 21,812 shares; 2025Q2: 21,885 shares; 2025Q3: 21,801 shares 21,801 $724K 0.02% -84 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 4,067 shares; 2025Q1: 4,210 shares; 2025Q2: 4,260 shares; 2025Q3: 4,632 shares 4,632 $720K 0.02% +372 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,812 shares; 2024Q4: 79,107 shares; 2025Q1: 70,125 shares; 2025Q2: 68,148 shares; 2025Q3: 63,995 shares 63,995 $719K 0.02% -4,153 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,840 shares; 2024Q4: 71,997 shares; 2025Q1: 84,235 shares; 2025Q2: 171,636 shares; 2025Q3: 33,034 shares 33,034 $718K 0.02% -138,602 Timeline FREL 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: 5,136 shares; 2024Q4: 9,273 shares; 2025Q1: 25,534 shares; 2025Q2: 25,665 shares; 2025Q3: 25,736 shares 25,736 $716K 0.02% +71 Timeline WWJD 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: 8,295 shares; 2024Q4: 12,664 shares; 2025Q1: 13,720 shares; 2025Q2: 19,549 shares; 2025Q3: 20,282 shares 20,282 $715K 0.02% +733 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 4,702 shares; 2025Q1: 15,686 shares; 2025Q2: 16,510 shares; 2025Q3: 7,962 shares 7,962 $714K 0.02% -8,548 Timeline MLN 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: 25,305 shares; 2024Q4: 27,739 shares; 2025Q1: 29,114 shares; 2025Q2: 34,088 shares; 2025Q3: 40,702 shares 40,702 $711K 0.02% +6,614 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,857 shares 25,857 $710K 0.02% new Timeline DIVO 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: 42,474 shares; 2024Q4: 31,628 shares; 2025Q1: 23,560 shares; 2025Q2: 15,824 shares; 2025Q3: 15,911 shares 15,911 $709K 0.02% +87 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,033 shares; 2025Q3: 9,605 shares 9,605 $707K 0.02% +2,572 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,304 shares; 2024Q4: 63,689 shares; 2025Q1: 54,331 shares; 2025Q2: 43,956 shares; 2025Q3: 43,975 shares 43,975 $704K 0.02% +19 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,427 shares; 2025Q2: 14,976 shares; 2025Q3: 18,713 shares 18,713 $704K 0.02% +3,737 Timeline NJUL 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: 14,118 shares; 2024Q4: 13,972 shares; 2025Q1: 9,337 shares; 2025Q2: 9,870 shares; 2025Q3: 9,875 shares 9,875 $702K 0.02% +5 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 487 shares; 2025Q1: 538 shares; 2025Q2: 1,131 shares; 2025Q3: 1,449 shares 1,449 $700K 0.02% +318 SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,948 shares 36,948 $699K 0.02% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 2,606 shares; 2025Q1: 2,571 shares; 2025Q2: 4,721 shares; 2025Q3: 3,891 shares 3,891 $695K 0.02% -830 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,206 shares; 2025Q1: 2,191 shares; 2025Q2: 2,177 shares; 2025Q3: 2,196 shares 2,196 $694K 0.02% +19 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,901 shares; 2024Q4: 14,886 shares; 2025Q1: 17,479 shares; 2025Q2: 26,816 shares; 2025Q3: 25,437 shares 25,437 $693K 0.02% -1,379 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,442 shares; 2025Q1: 3,023 shares; 2025Q2: 965 shares; 2025Q3: 725 shares 725 $692K 0.02% -240 Timeline NAPR 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: 22,012 shares; 2024Q4: 12,164 shares; 2025Q1: 9,812 shares; 2025Q2: 13,356 shares; 2025Q3: 13,138 shares 13,138 $692K 0.02% -218 Timeline SCHQ 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: 16,368 shares; 2024Q4: 20,353 shares; 2025Q1: 21,625 shares; 2025Q2: 22,207 shares; 2025Q3: 21,340 shares 21,340 $689K 0.02% -867 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 677 shares; 2025Q1: 7,110 shares; 2025Q2: 7,806 shares; 2025Q3: 8,221 shares 8,221 $689K 0.02% +415 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 4,516 shares; 2025Q1: 4,861 shares; 2025Q2: 5,289 shares; 2025Q3: 5,569 shares 5,569 $687K 0.02% +280 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 367 shares; 2025Q1: 597 shares; 2025Q2: 1,025 shares; 2025Q3: 1,208 shares 1,208 $683K 0.02% +183 Timeline TPIF 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: 1,160 shares; 2024Q4: 1,883 shares; 2025Q1: 2,425 shares; 2025Q2: 20,000 shares; 2025Q3: 20,416 shares 20,416 $681K 0.02% +416 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,895 shares; 2024Q4: 25,958 shares; 2025Q1: 24,526 shares; 2025Q2: 25,355 shares; 2025Q3: 21,520 shares 21,520 $681K 0.02% -3,835 Timeline CANQ CALAMOS ETF TR More: the full row for CALAMOS 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: 2,012 shares; 2025Q1: 3,029 shares; 2025Q2: 19,308 shares; 2025Q3: 22,603 shares 22,603 $681K 0.02% +3,295 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,955 shares; 2024Q4: 33,515 shares; 2025Q1: 30,744 shares; 2025Q2: 34,578 shares; 2025Q3: 26,409 shares 26,409 $678K 0.02% -8,169 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 10,177 shares; 2025Q1: 8,183 shares; 2025Q2: 7,974 shares; 2025Q3: 8,173 shares 8,173 $678K 0.02% +199 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,907 shares; 2024Q4: 23,902 shares; 2025Q1: 29,306 shares; 2025Q2: 26,764 shares; 2025Q3: 29,272 shares 29,272 $677K 0.02% +2,508 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,701 shares; 2025Q1: 2,217 shares; 2025Q2: 1,920 shares; 2025Q3: 4,305 shares 4,305 $676K 0.02% +2,385 Timeline MGOV 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: 24,877 shares; 2024Q4: 26,818 shares; 2025Q1: 38,717 shares; 2025Q2: 37,442 shares; 2025Q3: 33,002 shares 33,002 $676K 0.02% -4,440 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,142 shares; 2025Q1: 7,593 shares; 2025Q2: 6,975 shares; 2025Q3: 6,655 shares 6,655 $675K 0.02% -320 Timeline SDOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 11,177 shares 11,177 $673K 0.02% +10,677 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 9,538 shares; 2025Q1: 9,359 shares; 2025Q2: 9,779 shares; 2025Q3: 9,851 shares 9,851 $664K 0.02% +72 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 30,438 shares; 2025Q1: 32,788 shares; 2025Q2: 33,663 shares; 2025Q3: 29,100 shares 29,100 $653K 0.02% -4,563 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 855 shares; 2025Q1: 1,739 shares; 2025Q2: 2,164 shares; 2025Q3: 1,554 shares 1,554 $651K 0.02% -610 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,544 shares; 2025Q1: 1,695 shares; 2025Q2: 2,264 shares; 2025Q3: 2,826 shares 2,826 $649K 0.02% +562 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 5,121 shares; 2025Q1: 5,058 shares; 2025Q2: 5,090 shares; 2025Q3: 5,635 shares 5,635 $648K 0.02% +545 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,615 shares; 2025Q1: 3,715 shares; 2025Q2: 3,204 shares; 2025Q3: 2,370 shares 2,370 $646K 0.02% -834 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 6,132 shares; 2025Q1: 8,673 shares; 2025Q2: 7,767 shares; 2025Q3: 8,243 shares 8,243 $646K 0.02% +476 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 13,792 shares; 2025Q3: 15,130 shares 15,130 $645K 0.02% +1,338 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,115 shares; 2024Q4: 29,270 shares; 2025Q1: 26,721 shares; 2025Q2: 30,559 shares; 2025Q3: 25,069 shares 25,069 $643K 0.02% -5,490 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,957 shares; 2024Q4: 31,679 shares; 2025Q1: 31,995 shares; 2025Q2: 32,428 shares; 2025Q3: 23,975 shares 23,975 $642K 0.02% -8,453 IJUL 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: 19,155 shares; 2024Q4: 19,812 shares; 2025Q1: 19,429 shares; 2025Q2: 19,379 shares; 2025Q3: 19,641 shares 19,641 $642K 0.02% +262 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 171 shares; 2025Q1: 827 shares; 2025Q2: 1,079 shares; 2025Q3: 1,287 shares 1,287 $642K 0.02% +208 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 2,507 shares; 2025Q1: 2,862 shares; 2025Q2: 2,789 shares; 2025Q3: 2,658 shares 2,658 $640K 0.02% -131 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,458 shares; 2024Q4: 98,824 shares; 2025Q1: 99,647 shares; 2025Q2: 6,172 shares; 2025Q3: 6,666 shares 6,666 $639K 0.02% +494 Timeline RSPT 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: 14,350 shares; 2024Q4: 14,250 shares; 2025Q1: 14,250 shares; 2025Q2: 14,250 shares; 2025Q3: 14,250 shares 14,250 $635K 0.02% 0 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,241 shares; 2025Q1: 14,381 shares; 2025Q2: 14,542 shares; 2025Q3: 14,712 shares 14,712 $633K 0.02% +170 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,826 shares; 2025Q1: 1,925 shares; 2025Q2: 1,481 shares; 2025Q3: 1,288 shares 1,288 $633K 0.02% -193 Timeline ISMD 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: 25,502 shares; 2024Q4: 41,542 shares; 2025Q1: 43,220 shares; 2025Q2: 44,204 shares; 2025Q3: 16,279 shares 16,279 $633K 0.02% -27,925 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,284 shares; 2025Q2: 2,813 shares; 2025Q3: 5,652 shares 5,652 $631K 0.02% +2,839 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 15,682 shares; 2025Q1: 13,989 shares; 2025Q2: 13,720 shares; 2025Q3: 14,300 shares 14,300 $629K 0.02% +580 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 5,013 shares; 2025Q1: 8,319 shares; 2025Q2: 9,733 shares; 2025Q3: 18,347 shares 18,347 $627K 0.02% +8,614 Timeline IBDY 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: 11,144 shares; 2024Q4: 14,460 shares; 2025Q1: 20,204 shares; 2025Q2: 23,156 shares; 2025Q3: 23,875 shares 23,875 $626K 0.02% +719 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 7,181 shares; 2025Q1: 29,425 shares; 2025Q2: 23,360 shares; 2025Q3: 9,849 shares 9,849 $624K 0.02% -13,511 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,523 shares; 2024Q4: 12,477 shares; 2025Q1: 11,124 shares; 2025Q2: 4,075 shares; 2025Q3: 4,400 shares 4,400 $616K 0.02% +325 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 4,754 shares; 2025Q1: 10,172 shares; 2025Q2: 15,651 shares; 2025Q3: 16,801 shares 16,801 $610K 0.02% +1,150 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,427 shares; 2025Q1: 1,390 shares; 2025Q2: 1,427 shares; 2025Q3: 1,742 shares 1,742 $609K 0.02% +315 Timeline PAUG 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: 41,675 shares; 2024Q4: 41,675 shares; 2025Q1: 18,922 shares; 2025Q2: 17,013 shares; 2025Q3: 14,331 shares 14,331 $609K 0.02% -2,682 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 10,044 shares; 2025Q1: 12,639 shares; 2025Q2: 10,737 shares; 2025Q3: 12,397 shares 12,397 $608K 0.02% +1,660 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 6,773 shares; 2025Q1: 7,149 shares; 2025Q2: 2,232 shares; 2025Q3: 2,562 shares 2,562 $604K 0.02% +330 Timeline NFEB 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: 13,569 shares; 2025Q2: 24,208 shares; 2025Q3: 22,208 shares 22,208 $604K 0.02% -2,000 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,544 shares; 2025Q1: 17,114 shares; 2025Q2: 16,713 shares; 2025Q3: 9,864 shares 9,864 $603K 0.02% -6,849 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,735 shares; 2025Q1: 4,094 shares; 2025Q2: 4,281 shares; 2025Q3: 3,205 shares 3,205 $601K 0.02% -1,076 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 1,427 shares; 2025Q1: 2,444 shares; 2025Q2: 3,561 shares; 2025Q3: 3,372 shares 3,372 $601K 0.02% -189 Timeline VWOB 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: 3,678 shares; 2024Q4: 4,303 shares; 2025Q1: 5,658 shares; 2025Q2: 8,026 shares; 2025Q3: 8,948 shares 8,948 $599K 0.02% +922 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 4,624 shares; 2025Q1: 4,282 shares; 2025Q2: 4,432 shares; 2025Q3: 5,189 shares 5,189 $594K 0.02% +757 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,123 shares; 2024Q4: 23,813 shares; 2025Q1: 23,016 shares; 2025Q2: 38,512 shares; 2025Q3: 34,913 shares 34,913 $594K 0.02% -3,599 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,321 shares; 2025Q1: 4,772 shares; 2025Q2: 4,988 shares; 2025Q3: 4,382 shares 4,382 $593K 0.02% -606 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 3,894 shares; 2025Q2: 5,966 shares; 2025Q3: 5,987 shares 5,987 $592K 0.02% +21 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,632 shares; 2025Q1: 2,465 shares; 2025Q2: 2,504 shares; 2025Q3: 1,897 shares 1,897 $589K 0.02% -607 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 1,050 shares; 2025Q2: 21,105 shares; 2025Q3: 21,730 shares 21,730 $581K 0.02% +625 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 6,299 shares; 2025Q1: 6,121 shares; 2025Q2: 7,394 shares; 2025Q3: 6,917 shares 6,917 $580K 0.02% -477 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 965 shares; 2025Q1: 946 shares; 2025Q2: 1,089 shares; 2025Q3: 917 shares 917 $578K 0.02% -172 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,899 shares; 2024Q4: 8,231 shares; 2025Q1: 9,452 shares; 2025Q2: 8,606 shares; 2025Q3: 7,683 shares 7,683 $572K 0.01% -923 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 4,905 shares; 2025Q1: 4,663 shares; 2025Q2: 7,086 shares; 2025Q3: 11,662 shares 11,662 $572K 0.01% +4,576 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 16,938 shares 16,938 $571K 0.01% +8,438 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,483 shares; 2024Q4: 8,645 shares; 2025Q1: 8,501 shares; 2025Q2: 10,066 shares; 2025Q3: 10,026 shares 10,026 $569K 0.01% -40 Timeline PNOV 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: 8,653 shares; 2024Q4: 33,116 shares; 2025Q1: 31,866 shares; 2025Q2: 27,190 shares; 2025Q3: 13,789 shares 13,789 $566K 0.01% -13,401 Timeline FCOR 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: 14,211 shares; 2024Q4: 16,270 shares; 2025Q1: 16,272 shares; 2025Q2: 16,006 shares; 2025Q3: 11,791 shares 11,791 $566K 0.01% -4,215 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 1,661 shares; 2025Q2: 2,671 shares; 2025Q3: 6,877 shares 6,877 $566K 0.01% +4,206 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,109 shares; 2024Q4: 23,662 shares; 2025Q1: 20,317 shares; 2025Q2: 21,659 shares; 2025Q3: 13,344 shares 13,344 $565K 0.01% -8,315 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 5,540 shares; 2025Q1: 12,670 shares; 2025Q2: 15,597 shares; 2025Q3: 5,130 shares 5,130 $564K 0.01% -10,467 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares 1,421 $563K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 3,727 shares; 2025Q1: 6,394 shares; 2025Q2: 5,599 shares; 2025Q3: 5,637 shares 5,637 $563K 0.01% +38 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 5,968 shares; 2025Q1: 6,125 shares; 2025Q2: 6,238 shares; 2025Q3: 6,035 shares 6,035 $561K 0.01% -203 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,307 shares; 2024Q4: 8,155 shares; 2025Q1: 9,766 shares; 2025Q2: 10,492 shares; 2025Q3: 10,302 shares 10,302 $561K 0.01% -190 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 10,162 shares; 2025Q1: 11,060 shares; 2025Q2: 11,393 shares; 2025Q3: 11,280 shares 11,280 $557K 0.01% -113 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,646 shares; 2024Q4: 23,366 shares; 2025Q1: 16,505 shares; 2025Q2: 13,309 shares; 2025Q3: 13,328 shares 13,328 $557K 0.01% +19 Timeline CGMU 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: 10,731 shares; 2024Q4: 10,776 shares; 2025Q1: 11,337 shares; 2025Q2: 15,448 shares; 2025Q3: 20,270 shares 20,270 $553K 0.01% +4,822 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,708 shares; 2025Q1: 2,577 shares; 2025Q2: 2,656 shares; 2025Q3: 4,013 shares 4,013 $553K 0.01% +1,357 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 25,269 shares; 2025Q1: 6,786 shares; 2025Q2: 20,022 shares; 2025Q3: 20,467 shares 20,467 $552K 0.01% +445 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,841 shares; 2024Q4: 41,611 shares; 2025Q1: 20,056 shares; 2025Q2: 20,522 shares; 2025Q3: 15,687 shares 15,687 $550K 0.01% -4,835 Timeline IMCG 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: 4,266 shares; 2024Q4: 19,018 shares; 2025Q1: 16,690 shares; 2025Q2: 6,410 shares; 2025Q3: 6,643 shares 6,643 $550K 0.01% +233 Timeline EIPX 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: 21,442 shares; 2025Q1: 22,081 shares; 2025Q2: 22,047 shares; 2025Q3: 20,997 shares 20,997 $549K 0.01% -1,050 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,178 shares; 2024Q4: 20,246 shares; 2025Q1: 21,066 shares; 2025Q2: 22,264 shares; 2025Q3: 7,637 shares 7,637 $549K 0.01% -14,627 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,870 shares; 2024Q4: 4,058 shares; 2025Q1: 4,420 shares; 2025Q2: 3,546 shares; 2025Q3: 2,784 shares 2,784 $546K 0.01% -762 Timeline FJUN 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: 6,452 shares; 2024Q4: 7,068 shares; 2025Q1: 12,253 shares; 2025Q2: 11,096 shares; 2025Q3: 9,742 shares 9,742 $545K 0.01% -1,354 Timeline AUGM 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: 16,020 shares; 2024Q4: 16,020 shares; 2025Q1: 16,020 shares; 2025Q2: 16,020 shares; 2025Q3: 16,020 shares 16,020 $539K 0.01% 0 Timeline IBMR 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: 18,750 shares; 2025Q1: 17,492 shares; 2025Q2: 21,037 shares; 2025Q3: 21,109 shares 21,109 $539K 0.01% +72 Timeline EJUL 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: 25,606 shares; 2024Q4: 25,606 shares; 2025Q1: 20,194 shares; 2025Q2: 18,769 shares; 2025Q3: 18,583 shares 18,583 $538K 0.01% -186 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 952 shares; 2025Q1: 1,173 shares; 2025Q2: 1,027 shares; 2025Q3: 747 shares 747 $536K 0.01% -280 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 4,633 shares; 2025Q1: 4,746 shares; 2025Q2: 5,265 shares; 2025Q3: 4,532 shares 4,532 $535K 0.01% -733 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 5,352 shares; 2025Q1: 5,463 shares; 2025Q2: 5,880 shares; 2025Q3: 5,182 shares 5,182 $535K 0.01% -698 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,672 shares; 2024Q4: 52,928 shares; 2025Q1: 46,193 shares; 2025Q2: 37,092 shares; 2025Q3: 35,802 shares 35,802 $535K 0.01% -1,290 Timeline FLBL 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: 46,534 shares; 2024Q4: 46,985 shares; 2025Q1: 47,731 shares; 2025Q2: 30,765 shares; 2025Q3: 22,252 shares 22,252 $534K 0.01% -8,513 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 6,315 shares; 2025Q1: 7,370 shares; 2025Q2: 22,434 shares; 2025Q3: 6,351 shares 6,351 $534K 0.01% -16,083 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,125 shares; 2024Q4: 7,884 shares; 2025Q1: 17,046 shares; 2025Q2: 3,292 shares; 2025Q3: 3,764 shares 3,764 $532K 0.01% +472 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 466 shares; 2025Q1: 6,625 shares; 2025Q2: 6,142 shares; 2025Q3: 8,420 shares 8,420 $531K 0.01% +2,278 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 6,783 shares; 2025Q1: 5,836 shares; 2025Q2: 4,613 shares; 2025Q3: 4,721 shares 4,721 $530K 0.01% +108 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 11,705 shares; 2025Q1: 11,084 shares; 2025Q2: 7,452 shares; 2025Q3: 5,400 shares 5,400 $529K 0.01% -2,052 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 17,147 shares; 2025Q1: 21,841 shares; 2025Q2: 22,361 shares; 2025Q3: 25,667 shares 25,667 $529K 0.01% +3,306 Timeline DFSV 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: 280 shares; 2024Q4: 555 shares; 2025Q1: 632 shares; 2025Q2: 8,464 shares; 2025Q3: 16,569 shares 16,569 $528K 0.01% +8,105 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 1,234 shares; 2025Q1: 1,211 shares; 2025Q2: 1,285 shares; 2025Q3: 6,761 shares 6,761 $526K 0.01% +5,476 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,299 shares; 2024Q4: 13,972 shares; 2025Q1: 13,474 shares; 2025Q2: 13,680 shares; 2025Q3: 13,726 shares 13,726 $526K 0.01% +46 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,603 shares; 2024Q4: 5,646 shares; 2025Q1: 6,195 shares; 2025Q2: 5,310 shares; 2025Q3: 6,493 shares 6,493 $524K 0.01% +1,183 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 467 shares; 2025Q1: 547 shares; 2025Q2: 6,107 shares; 2025Q3: 13,826 shares 13,826 $522K 0.01% +7,719 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 2,162 shares; 2025Q1: 1,570 shares; 2025Q2: 1,601 shares; 2025Q3: 1,930 shares 1,930 $521K 0.01% +329 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,513 shares; 2024Q4: 20,768 shares; 2025Q1: 15,813 shares; 2025Q2: 14,866 shares; 2025Q3: 15,119 shares 15,119 $521K 0.01% +253 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 2,857 shares; 2025Q1: 6,103 shares; 2025Q2: 6,545 shares; 2025Q3: 6,701 shares 6,701 $521K 0.01% +156 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,540 shares; 2024Q4: 6,907 shares; 2025Q1: 6,907 shares; 2025Q2: 9,697 shares; 2025Q3: 11,433 shares 11,433 $520K 0.01% +1,736 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 20,930 shares; 2025Q2: 29,740 shares; 2025Q3: 29,600 shares 29,600 $518K 0.01% -140 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 170 shares; 2025Q1: 437 shares; 2025Q2: 475 shares; 2025Q3: 627 shares 627 $517K 0.01% +152 Timeline IBTL 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: 87,272 shares; 2024Q4: 85,287 shares; 2025Q1: 94,351 shares; 2025Q2: 90,483 shares; 2025Q3: 25,088 shares 25,088 $516K 0.01% -65,395 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 2,290 shares; 2025Q1: 1,286 shares; 2025Q2: 996 shares; 2025Q3: 2,182 shares 2,182 $515K 0.01% +1,186 Timeline DOCT 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: 12,516 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 11,688 shares; 2025Q3: 11,830 shares 11,830 $511K 0.01% +142 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 9,341 shares; 2025Q1: 9,038 shares; 2025Q2: 6,725 shares; 2025Q3: 10,038 shares 10,038 $506K 0.01% +3,313 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,106 shares; 2025Q1: 2,062 shares; 2025Q2: 2,122 shares; 2025Q3: 1,591 shares 1,591 $505K 0.01% -531 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,642 shares; 2025Q1: 1,544 shares; 2025Q2: 2,049 shares; 2025Q3: 2,353 shares 2,353 $505K 0.01% +304 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 2,073 shares; 2025Q1: 4,857 shares; 2025Q2: 5,721 shares; 2025Q3: 15,989 shares 15,989 $504K 0.01% +10,268 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,691 shares; 2024Q4: 90,865 shares; 2025Q1: 88,407 shares; 2025Q2: 43,306 shares; 2025Q3: 31,316 shares 31,316 $504K 0.01% -11,990 Timeline XBAP 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: 20,500 shares; 2024Q4: 20,600 shares; 2025Q1: 2,500 shares; 2025Q2: 13,361 shares; 2025Q3: 13,281 shares 13,281 $503K 0.01% -80 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,201 shares; 2025Q1: 1,155 shares; 2025Q2: 903 shares; 2025Q3: 1,166 shares 1,166 $502K 0.01% +263 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,564 shares 7,564 $501K 0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 1,007 shares; 2025Q1: 797 shares; 2025Q2: 1,598 shares; 2025Q3: 1,670 shares 1,670 $500K 0.01% +72 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,466 shares; 2024Q4: 25,504 shares; 2025Q1: 23,776 shares; 2025Q2: 22,162 shares; 2025Q3: 25,695 shares 25,695 $500K 0.01% +3,533 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 5,538 shares; 2025Q1: 5,622 shares; 2025Q2: 4,447 shares; 2025Q3: 4,803 shares 4,803 $496K 0.01% +356 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,926 shares; 2025Q1: 2,837 shares; 2025Q2: 2,756 shares; 2025Q3: 3,583 shares 3,583 $496K 0.01% +827 Timeline DAUG 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: 11,027 shares; 2024Q4: 10,816 shares; 2025Q1: 10,816 shares; 2025Q2: 9,883 shares; 2025Q3: 11,307 shares 11,307 $493K 0.01% +1,424 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,269 shares; 2025Q1: 3,135 shares; 2025Q2: 3,762 shares; 2025Q3: 3,552 shares 3,552 $492K 0.01% -210 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 7,086 shares; 2025Q1: 6,297 shares; 2025Q2: 4,588 shares; 2025Q3: 3,725 shares 3,725 $492K 0.01% -863 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,034 shares; 2025Q1: 12,441 shares; 2025Q2: 14,876 shares; 2025Q3: 16,281 shares 16,281 $492K 0.01% +1,405 Timeline FOCT 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: 10,322 shares; 2024Q4: 10,332 shares; 2025Q1: 10,332 shares; 2025Q2: 10,332 shares; 2025Q3: 10,332 shares 10,332 $491K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 12,392 shares; 2025Q1: 11,785 shares; 2025Q2: 12,265 shares; 2025Q3: 11,269 shares 11,269 $486K 0.01% -996 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,485 shares; 2025Q1: 1,774 shares; 2025Q2: 1,308 shares; 2025Q3: 1,173 shares 1,173 $486K 0.01% -135 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,711 shares; 2024Q4: 8,712 shares; 2025Q1: 8,694 shares; 2025Q2: 8,744 shares; 2025Q3: 9,282 shares 9,282 $485K 0.01% +538 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,488 shares; 2025Q1: 1,876 shares; 2025Q2: 2,136 shares; 2025Q3: 2,022 shares 2,022 $482K 0.01% -114 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,103 shares; 2025Q1: 3,818 shares; 2025Q2: 3,155 shares; 2025Q3: 3,028 shares 3,028 $479K 0.01% -127 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,425 shares; 2025Q3: 5,197 shares 5,197 $478K 0.01% +1,772 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,516 shares; 2025Q1: 4,549 shares; 2025Q2: 5,818 shares; 2025Q3: 6,134 shares 6,134 $476K 0.01% +316 Timeline KFEB 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: 18,950 shares; 2025Q2: 19,250 shares; 2025Q3: 17,750 shares 17,750 $475K 0.01% -1,500 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 66 shares; 2025Q1: 101 shares; 2025Q2: 1,274 shares; 2025Q3: 5,812 shares 5,812 $475K 0.01% +4,538 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,725 shares; 2024Q4: 78,543 shares; 2025Q1: 83,400 shares; 2025Q2: 13,880 shares; 2025Q3: 17,576 shares 17,576 $474K 0.01% +3,696 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 3,071 shares; 2025Q1: 4,045 shares; 2025Q2: 14,086 shares; 2025Q3: 13,592 shares 13,592 $473K 0.01% -494 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,339 shares; 2025Q1: 3,292 shares; 2025Q2: 2,149 shares; 2025Q3: 2,547 shares 2,547 $470K 0.01% +398 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 13,121 shares; 2025Q1: 24,185 shares; 2025Q2: 4,658 shares; 2025Q3: 4,167 shares 4,167 $467K 0.01% -491 Timeline EMXC 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: 22,345 shares; 2024Q4: 42,162 shares; 2025Q1: 30,853 shares; 2025Q2: 20,306 shares; 2025Q3: 6,895 shares 6,895 $465K 0.01% -13,411 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 6,443 shares; 2025Q1: 6,466 shares; 2025Q2: 5,135 shares; 2025Q3: 7,433 shares 7,433 $464K 0.01% +2,298 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 641 shares; 2025Q1: 639 shares; 2025Q2: 666 shares; 2025Q3: 628 shares 628 $463K 0.01% -38 Timeline VIS 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: 593 shares; 2024Q4: 1,263 shares; 2025Q1: 1,223 shares; 2025Q2: 1,180 shares; 2025Q3: 1,555 shares 1,555 $461K 0.01% +375 Timeline EPI 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: 1,433 shares; 2024Q4: 1,538 shares; 2025Q1: 6,937 shares; 2025Q2: 10,139 shares; 2025Q3: 10,419 shares 10,419 $461K 0.01% +280 Timeline IGM 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: 3,829 shares; 2025Q1: 3,674 shares; 2025Q2: 3,650 shares; 2025Q3: 3,649 shares 3,649 $460K 0.01% -1 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,583 shares; 2025Q1: 24,669 shares; 2025Q2: 31,259 shares; 2025Q3: 40,938 shares 40,938 $459K 0.01% +9,679 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 486 shares; 2025Q1: 479 shares; 2025Q2: 431 shares; 2025Q3: 582 shares 582 $456K 0.01% +151 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 13,172 shares; 2025Q1: 7,696 shares; 2025Q2: 7,426 shares; 2025Q3: 7,624 shares 7,624 $455K 0.01% +198 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 59,151 shares; 2025Q1: 57,240 shares; 2025Q2: 75,058 shares; 2025Q3: 75,058 shares 75,058 $452K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 763 shares; 2025Q1: 1,058 shares; 2025Q2: 1,178 shares; 2025Q3: 1,645 shares 1,645 $450K 0.01% +467 Timeline FLTB 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: 7,649 shares; 2024Q4: 12,242 shares; 2025Q1: 10,347 shares; 2025Q2: 8,782 shares; 2025Q3: 8,861 shares 8,861 $449K 0.01% +79 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 10,135 shares; 2025Q1: 10,701 shares; 2025Q2: 11,669 shares; 2025Q3: 11,964 shares 11,964 $449K 0.01% +295 Timeline FPEI 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: 22,823 shares; 2024Q4: 22,872 shares; 2025Q1: 13,342 shares; 2025Q2: 10,202 shares; 2025Q3: 23,116 shares 23,116 $447K 0.01% +12,914 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 5,196 shares; 2025Q1: 4,480 shares; 2025Q2: 4,283 shares; 2025Q3: 4,082 shares 4,082 $445K 0.01% -201 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 5,639 shares; 2025Q1: 4,829 shares; 2025Q2: 4,169 shares; 2025Q3: 3,869 shares 3,869 $440K 0.01% -300 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 757 shares; 2025Q1: 802 shares; 2025Q2: 1,399 shares; 2025Q3: 1,370 shares 1,370 $438K 0.01% -29 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 13,059 shares; 2025Q1: 13,529 shares; 2025Q2: 11,098 shares; 2025Q3: 11,594 shares 11,594 $438K 0.01% +496 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 137 shares; 2025Q1: 1,265 shares; 2025Q2: 1,358 shares; 2025Q3: 1,401 shares 1,401 $433K 0.01% +43 Timeline FLJP 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: 39,593 shares; 2024Q4: 9,328 shares; 2025Q1: 6,044 shares; 2025Q2: 9,722 shares; 2025Q3: 12,506 shares 12,506 $432K 0.01% +2,784 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,372 shares; 2025Q1: 3,448 shares; 2025Q2: 4,305 shares; 2025Q3: 4,813 shares 4,813 $432K 0.01% +508 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,316 shares; 2025Q1: 2,729 shares; 2025Q2: 2,124 shares; 2025Q3: 3,126 shares 3,126 $432K 0.01% +1,002 Timeline SIXO 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: 13,779 shares; 2024Q4: 14,745 shares; 2025Q1: 14,159 shares; 2025Q2: 13,699 shares; 2025Q3: 12,673 shares 12,673 $430K 0.01% -1,026 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,593 shares; 2025Q1: 20,642 shares; 2025Q2: 18,217 shares; 2025Q3: 17,131 shares 17,131 $428K 0.01% -1,086 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121 shares; 2025Q3: 3,225 shares 3,225 $428K 0.01% +3,104 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,051 shares; 2024Q4: 5,572 shares; 2025Q1: 5,525 shares; 2025Q2: 5,418 shares; 2025Q3: 5,106 shares 5,106 $426K 0.01% -312 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 239 shares; 2025Q1: 271 shares; 2025Q2: 269 shares; 2025Q3: 323 shares 323 $426K 0.01% +54 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,832 shares; 2024Q4: 10,687 shares; 2025Q1: 11,191 shares; 2025Q2: 11,214 shares; 2025Q3: 11,120 shares 11,120 $424K 0.01% -94 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 242 shares; 2025Q3: 42,732 shares 42,732 $423K 0.01% +42,490 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,732 shares; 2024Q4: 9,656 shares; 2025Q1: 9,283 shares; 2025Q2: 2,618 shares; 2025Q3: 2,487 shares 2,487 $423K 0.01% -131 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,431 shares; 2025Q1: 2,837 shares; 2025Q2: 3,318 shares; 2025Q3: 3,728 shares 3,728 $422K 0.01% +410 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,319 shares; 2025Q1: 3,275 shares; 2025Q2: 2,891 shares; 2025Q3: 3,178 shares 3,178 $421K 0.01% +287 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 894 shares; 2025Q1: 1,032 shares; 2025Q2: 1,794 shares; 2025Q3: 1,958 shares 1,958 $420K 0.01% +164 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,946 shares; 2025Q1: 1,896 shares; 2025Q2: 1,817 shares; 2025Q3: 2,552 shares 2,552 $420K 0.01% +735 Timeline QSPT 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: 13,210 shares; 2024Q4: 13,305 shares; 2025Q1: 12,955 shares; 2025Q2: 19,923 shares; 2025Q3: 13,499 shares 13,499 $419K 0.01% -6,424 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,655 shares; 2025Q1: 3,755 shares; 2025Q2: 4,613 shares; 2025Q3: 20,430 shares 20,430 $418K 0.01% +15,817 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 578 shares; 2025Q1: 403 shares; 2025Q2: 538 shares; 2025Q3: 598 shares 598 $417K 0.01% +60 Timeline DFGX 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: 10,133 shares; 2024Q4: 11,521 shares; 2025Q1: 12,771 shares; 2025Q2: 12,863 shares; 2025Q3: 7,726 shares 7,726 $417K 0.01% -5,137 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 5,638 shares; 2025Q1: 5,685 shares; 2025Q2: 3,908 shares; 2025Q3: 4,016 shares 4,016 $417K 0.01% +108 Timeline RZV 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: 4,023 shares; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares 3,523 $416K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 6,840 shares; 2025Q1: 7,403 shares; 2025Q2: 4,578 shares; 2025Q3: 7,168 shares 7,168 $416K 0.01% +2,590 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 3,849 shares; 2025Q1: 3,490 shares; 2025Q2: 3,437 shares; 2025Q3: 8,846 shares 8,846 $415K 0.01% +5,409 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 5,775 shares; 2025Q1: 5,833 shares; 2025Q2: 6,951 shares; 2025Q3: 6,735 shares 6,735 $415K 0.01% -216 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 446 shares; 2025Q1: 9,695 shares; 2025Q2: 7,865 shares; 2025Q3: 8,289 shares 8,289 $414K 0.01% +424 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,070 shares; 2025Q1: 4,635 shares; 2025Q2: 4,912 shares; 2025Q3: 4,878 shares 4,878 $414K 0.01% -34 Timeline HYD 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: 7,485 shares; 2024Q4: 9,130 shares; 2025Q1: 9,827 shares; 2025Q2: 8,467 shares; 2025Q3: 8,119 shares 8,119 $413K 0.01% -348 Timeline ACWI 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: 3,473 shares; 2024Q4: 3,874 shares; 2025Q1: 4,074 shares; 2025Q2: 4,239 shares; 2025Q3: 2,989 shares 2,989 $413K 0.01% -1,250 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,636 shares; 2025Q2: 16,512 shares; 2025Q3: 16,510 shares 16,510 $413K 0.01% -2 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,256 shares; 2025Q1: 4,042 shares; 2025Q2: 5,201 shares; 2025Q3: 3,482 shares 3,482 $412K 0.01% -1,719 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,641 shares; 2025Q1: 3,883 shares; 2025Q2: 5,429 shares; 2025Q3: 4,642 shares 4,642 $412K 0.01% -787 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,521 shares; 2024Q4: 26,672 shares; 2025Q1: 6,278 shares; 2025Q2: 6,238 shares; 2025Q3: 6,010 shares 6,010 $411K 0.01% -228 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,069 shares; 2025Q1: 1,023 shares; 2025Q2: 611 shares; 2025Q3: 833 shares 833 $411K 0.01% +222 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 826 shares; 2025Q1: 1,009 shares; 2025Q2: 1,011 shares; 2025Q3: 1,185 shares 1,185 $411K 0.01% +174 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 10,308 shares; 2025Q1: 10,339 shares; 2025Q2: 10,211 shares; 2025Q3: 11,914 shares 11,914 $411K 0.01% +1,703 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 964 shares; 2025Q1: 942 shares; 2025Q2: 1,018 shares; 2025Q3: 1,334 shares 1,334 $410K 0.01% +316 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 0 shares; 2025Q3: 5,738 shares 5,738 $410K 0.01% +5,738 Timeline NVBW 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: 15,583 shares; 2024Q4: 12,219 shares; 2025Q1: 12,219 shares; 2025Q2: 12,114 shares; 2025Q3: 12,303 shares 12,303 $410K 0.01% +189 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,777 shares; 2024Q4: 7,742 shares; 2025Q1: 6,948 shares; 2025Q2: 7,555 shares; 2025Q3: 8,307 shares 8,307 $409K 0.01% +752 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,481 shares; 2025Q1: 3,435 shares; 2025Q2: 871 shares; 2025Q3: 746 shares 746 $408K 0.01% -125 Timeline PXH 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: 7,676 shares; 2024Q4: 7,661 shares; 2025Q1: 14,216 shares; 2025Q2: 16,746 shares; 2025Q3: 15,950 shares 15,950 $405K 0.01% -796 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 10,319 shares; 2025Q1: 10,663 shares; 2025Q2: 8,355 shares; 2025Q3: 8,060 shares 8,060 $404K 0.01% -295 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 1,963 shares; 2025Q1: 372 shares; 2025Q2: 5,106 shares; 2025Q3: 12,133 shares 12,133 $404K 0.01% +7,027 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 3,639 shares; 2025Q1: 3,388 shares; 2025Q2: 3,231 shares; 2025Q3: 2,882 shares 2,882 $402K 0.01% -349 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 1,028 shares; 2025Q1: 1,057 shares; 2025Q2: 1,069 shares; 2025Q3: 1,056 shares 1,056 $400K 0.01% -13 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 557 shares; 2025Q1: 4,287 shares; 2025Q2: 3,381 shares; 2025Q3: 4,038 shares 4,038 $398K 0.01% +657 Timeline INDY 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: 20,578 shares; 2024Q4: 20,076 shares; 2025Q1: 19,873 shares; 2025Q2: 24,553 shares; 2025Q3: 7,805 shares 7,805 $397K 0.01% -16,748 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,753 shares; 2024Q4: 23,559 shares; 2025Q1: 25,978 shares; 2025Q2: 15,082 shares; 2025Q3: 11,477 shares 11,477 $395K 0.01% -3,605 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,792 shares; 2025Q1: 3,729 shares; 2025Q2: 3,749 shares; 2025Q3: 3,848 shares 3,848 $395K 0.01% +99 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,339 shares; 2025Q1: 6,846 shares; 2025Q2: 9,018 shares; 2025Q3: 7,274 shares 7,274 $394K 0.01% -1,744 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 1,425 shares; 2025Q2: 6,525 shares; 2025Q3: 8,375 shares 8,375 $393K 0.01% +1,850 Timeline FLTR 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: 1,748 shares; 2024Q4: 2,731 shares; 2025Q1: 12,151 shares; 2025Q2: 15,955 shares; 2025Q3: 15,355 shares 15,355 $393K 0.01% -600 Timeline CORP 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: 2,619 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares 3,976 $392K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,558 shares; 2025Q1: 5,564 shares; 2025Q2: 3,789 shares; 2025Q3: 4,886 shares 4,886 $391K 0.01% +1,097 Timeline VDC 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: 1,193 shares; 2024Q4: 1,550 shares; 2025Q1: 1,599 shares; 2025Q2: 1,493 shares; 2025Q3: 1,827 shares 1,827 $390K 0.01% +334 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 485 shares; 2025Q1: 452 shares; 2025Q2: 556 shares; 2025Q3: 871 shares 871 $390K 0.01% +315 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 542 shares; 2025Q1: 1,936 shares; 2025Q2: 1,705 shares; 2025Q3: 4,593 shares 4,593 $390K 0.01% +2,888 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 5,997 shares; 2025Q1: 5,479 shares; 2025Q2: 6,498 shares; 2025Q3: 7,951 shares 7,951 $385K 0.01% +1,453 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,957 shares; 2025Q1: 2,386 shares; 2025Q2: 1,813 shares; 2025Q3: 3,824 shares 3,824 $383K 0.01% +2,011 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,265 shares; 2024Q4: 12,734 shares; 2025Q1: 12,914 shares; 2025Q2: 12,952 shares; 2025Q3: 11,859 shares 11,859 $382K 0.01% -1,093 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 2,103 shares; 2025Q2: 4,421 shares; 2025Q3: 5,206 shares 5,206 $382K 0.01% +785 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 7,975 shares; 2025Q1: 8,471 shares; 2025Q2: 7,432 shares; 2025Q3: 7,168 shares 7,168 $381K 0.01% -264 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 25,095 shares; 2025Q1: 24,072 shares; 2025Q2: 5,492 shares; 2025Q3: 6,618 shares 6,618 $376K 0.01% +1,126 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 3,678 shares; 2025Q1: 3,796 shares; 2025Q2: 9,030 shares; 2025Q3: 23,298 shares 23,298 $376K 0.01% +14,268 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 4,654 shares; 2025Q1: 7,521 shares; 2025Q2: 13,266 shares; 2025Q3: 2,650 shares 2,650 $376K 0.01% -10,616 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,393 shares; 2024Q4: 23,330 shares; 2025Q1: 23,277 shares; 2025Q2: 19,966 shares; 2025Q3: 21,430 shares 21,430 $375K 0.01% +1,464 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,147 shares; 2025Q1: 3,289 shares; 2025Q2: 4,001 shares; 2025Q3: 5,647 shares 5,647 $375K 0.01% +1,646 Timeline KOCT 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: 6,314 shares; 2024Q4: 12,632 shares; 2025Q1: 12,632 shares; 2025Q2: 10,265 shares; 2025Q3: 11,349 shares 11,349 $375K 0.01% +1,084 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,484 shares; 2025Q1: 5,827 shares; 2025Q2: 11,237 shares; 2025Q3: 10,794 shares 10,794 $374K 0.01% -443 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,174 shares; 2025Q1: 2,021 shares; 2025Q2: 2,086 shares; 2025Q3: 2,189 shares 2,189 $374K 0.01% +103 Timeline BAUG 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: 6,916 shares; 2024Q4: 6,916 shares; 2025Q1: 6,558 shares; 2025Q2: 7,586 shares; 2025Q3: 7,628 shares 7,628 $374K 0.01% +42 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 115 shares; 2025Q1: 1,698 shares; 2025Q2: 3,319 shares; 2025Q3: 2,651 shares 2,651 $374K 0.01% -668 Timeline DDEC 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: 31,311 shares; 2024Q4: 30,680 shares; 2025Q1: 14,168 shares; 2025Q2: 8,530 shares; 2025Q3: 8,530 shares 8,530 $373K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 1,342 shares; 2025Q1: 1,521 shares; 2025Q2: 2,312 shares; 2025Q3: 1,394 shares 1,394 $372K 0.01% -918 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,660 shares; 2024Q4: 183,010 shares; 2025Q1: 46,144 shares; 2025Q2: 15,795 shares; 2025Q3: 18,803 shares 18,803 $372K 0.01% +3,008 Timeline VGSH 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: 54,764 shares; 2024Q4: 56,084 shares; 2025Q1: 29,176 shares; 2025Q2: 3,951 shares; 2025Q3: 6,317 shares 6,317 $372K 0.01% +2,366 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,848 shares; 2024Q4: 11,939 shares; 2025Q1: 8,930 shares; 2025Q2: 5,479 shares; 2025Q3: 4,829 shares 4,829 $370K 0.01% -650 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 749 shares; 2025Q1: 879 shares; 2025Q2: 660 shares; 2025Q3: 682 shares 682 $370K 0.01% +22 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 1,176 shares; 2025Q2: 4,254 shares; 2025Q3: 5,225 shares 5,225 $369K 0.01% +971 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,215 shares; 2025Q1: 2,269 shares; 2025Q2: 2,695 shares; 2025Q3: 2,674 shares 2,674 $368K 0.01% -21 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,353 shares; 2025Q1: 4,295 shares; 2025Q2: 4,300 shares; 2025Q3: 4,054 shares 4,054 $368K 0.01% -246 Timeline GBIL 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: 3,475 shares; 2024Q4: 3,457 shares; 2025Q1: 3,615 shares; 2025Q2: 6,539 shares; 2025Q3: 3,667 shares 3,667 $368K 0.01% -2,872 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,233 shares; 2025Q1: 1,315 shares; 2025Q2: 1,546 shares; 2025Q3: 1,797 shares 1,797 $367K 0.01% +251 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,597 shares; 2025Q1: 9,787 shares; 2025Q2: 9,874 shares; 2025Q3: 9,862 shares 9,862 $367K 0.01% -12 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 8,220 shares; 2025Q1: 8,406 shares; 2025Q2: 7,662 shares; 2025Q3: 8,011 shares 8,011 $366K 0.01% +349 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 123 shares; 2025Q2: 246 shares; 2025Q3: 2,212 shares 2,212 $366K 0.01% +1,966 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 3,304 shares; 2025Q1: 7,777 shares; 2025Q2: 4,921 shares; 2025Q3: 4,938 shares 4,938 $365K 0.01% +17 Timeline RDIV 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 6,665 shares; 2025Q3: 7,010 shares 7,010 $365K 0.01% +345 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 2,325 shares; 2025Q1: 2,567 shares; 2025Q2: 2,868 shares; 2025Q3: 4,713 shares 4,713 $365K 0.01% +1,845 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,630 shares; 2024Q4: 20,134 shares; 2025Q1: 20,269 shares; 2025Q2: 21,282 shares; 2025Q3: 22,864 shares 22,864 $364K 0.01% +1,582 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,063 shares; 2025Q1: 2,954 shares; 2025Q2: 2,957 shares; 2025Q3: 2,813 shares 2,813 $363K 0.01% -144 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 3,906 shares; 2025Q1: 4,062 shares; 2025Q2: 3,729 shares; 2025Q3: 4,035 shares 4,035 $362K 0.01% +306 Timeline OCTW 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: 4,941 shares; 2024Q4: 5,091 shares; 2025Q1: 5,091 shares; 2025Q2: 6,744 shares; 2025Q3: 9,430 shares 9,430 $361K 0.01% +2,686 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 8,949 shares; 2025Q1: 9,224 shares; 2025Q2: 8,787 shares; 2025Q3: 7,770 shares 7,770 $361K 0.01% -1,017 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,728 shares; 2024Q4: 37,689 shares; 2025Q1: 34,158 shares; 2025Q2: 34,109 shares; 2025Q3: 23,960 shares 23,960 $360K 0.01% -10,149 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,559 shares; 2025Q1: 4,559 shares; 2025Q2: 4,561 shares; 2025Q3: 4,280 shares 4,280 $360K 0.01% -281 Timeline PFXF 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: 7,592 shares; 2024Q4: 9,802 shares; 2025Q1: 12,214 shares; 2025Q2: 15,291 shares; 2025Q3: 20,123 shares 20,123 $358K 0.01% +4,832 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 10,529 shares; 2025Q1: 10,489 shares; 2025Q2: 13,078 shares; 2025Q3: 13,529 shares 13,529 $357K 0.01% +451 Timeline