CAOS 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: 1,829,352 shares; 2024Q4: 1,918,314 shares; 2025Q1: 1,943,985 shares; 2025Q2: 1,957,013 shares; 2025Q3: 1,918,587 shares 1,918,587 $172M 26.31% -38,426 Timeline BOXX 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: 350,025 shares; 2024Q4: 265,154 shares; 2025Q1: 263,565 shares; 2025Q2: 327,386 shares; 2025Q3: 316,722 shares 316,722 $36.1M 5.53% -10,664 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,719 shares; 2024Q4: 167,072 shares; 2025Q1: 163,874 shares; 2025Q2: 134,479 shares; 2025Q3: 133,078 shares 133,078 $24.8M 3.8% -1,401 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,588 shares; 2024Q4: 28,130 shares; 2025Q1: 30,818 shares; 2025Q2: 33,346 shares; 2025Q3: 33,959 shares 33,959 $22.6M 3.47% +613 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,465 shares; 2024Q4: 94,985 shares; 2025Q1: 94,223 shares; 2025Q2: 86,734 shares; 2025Q3: 83,485 shares 83,485 $21.3M 3.26% -3,249 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,118 shares; 2024Q4: 198,351 shares; 2025Q1: 231,455 shares; 2025Q2: 275,552 shares; 2025Q3: 275,472 shares 275,472 $15.8M 2.42% -80 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,862 shares; 2024Q4: 109,704 shares; 2025Q1: 135,045 shares; 2025Q2: 175,923 shares; 2025Q3: 177,183 shares 177,183 $15.8M 2.41% +1,260 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,419 shares; 2024Q4: 33,003 shares; 2025Q1: 34,361 shares; 2025Q2: 34,842 shares; 2025Q3: 34,766 shares 34,766 $11.5M 1.76% -76 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,021 shares; 2024Q4: 48,478 shares; 2025Q1: 48,717 shares; 2025Q2: 47,078 shares; 2025Q3: 47,082 shares 47,082 $10.3M 1.58% +4 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 18,804 shares; 2025Q1: 18,764 shares; 2025Q2: 17,798 shares; 2025Q3: 17,754 shares 17,754 $9.21M 1.41% -44 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,962 shares; 2024Q4: 192,221 shares; 2025Q1: 207,608 shares; 2025Q2: 198,118 shares; 2025Q3: 198,987 shares 198,987 $8.81M 1.35% +869 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,469 shares; 2025Q2: 83,036 shares; 2025Q3: 83,381 shares 83,381 $7.59M 1.16% +345 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,299 shares; 2024Q4: 11,652 shares; 2025Q1: 12,191 shares; 2025Q2: 12,141 shares; 2025Q3: 12,042 shares 12,042 $7.24M 1.11% -99 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,704 shares; 2024Q4: 14,518 shares; 2025Q1: 14,577 shares; 2025Q2: 14,402 shares; 2025Q3: 14,346 shares 14,346 $6.88M 1.05% -56 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,881 shares; 2024Q4: 109,367 shares; 2025Q1: 114,312 shares; 2025Q2: 132,843 shares; 2025Q3: 134,620 shares 134,620 $6.87M 1.05% +1,777 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 8,757 shares; 2025Q1: 10,210 shares; 2025Q2: 10,861 shares; 2025Q3: 10,740 shares 10,740 $6.58M 1.01% -121 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,203 shares; 2024Q4: 176,694 shares; 2025Q1: 176,608 shares; 2025Q2: 149,435 shares; 2025Q3: 149,428 shares 149,428 $6.39M 0.98% -7 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,444 shares; 2024Q4: 25,448 shares; 2025Q1: 24,932 shares; 2025Q2: 25,788 shares; 2025Q3: 25,844 shares 25,844 $6.29M 0.96% +56 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,862 shares; 2024Q4: 168,054 shares; 2025Q1: 194,197 shares; 2025Q2: 209,795 shares; 2025Q3: 212,147 shares 212,147 $5.79M 0.89% +2,352 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 6,747 shares; 2025Q1: 7,327 shares; 2025Q2: 7,308 shares; 2025Q3: 7,284 shares 7,284 $4.88M 0.75% -24 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,464 shares; 2024Q4: 70,615 shares; 2025Q1: 76,866 shares; 2025Q2: 96,382 shares; 2025Q3: 93,578 shares 93,578 $4.75M 0.73% -2,804 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,792 shares; 2024Q4: 17,920 shares; 2025Q1: 18,768 shares; 2025Q2: 18,973 shares; 2025Q3: 18,886 shares 18,886 $4.6M 0.7% -87 Timeline DXJ 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: 14,098 shares; 2024Q4: 16,997 shares; 2025Q1: 21,294 shares; 2025Q2: 34,166 shares; 2025Q3: 34,307 shares 34,307 $4.39M 0.67% +141 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,637 shares; 2025Q3: 86,321 shares 86,321 $4.35M 0.67% +684 Timeline MTGP 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: 63,005 shares; 2024Q4: 78,607 shares; 2025Q1: 89,732 shares; 2025Q2: 95,869 shares; 2025Q3: 96,284 shares 96,284 $4.29M 0.66% +415 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 8,316 shares; 2025Q1: 8,224 shares; 2025Q2: 8,186 shares; 2025Q3: 8,199 shares 8,199 $4.12M 0.63% +13 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 5,043 shares; 2025Q1: 5,093 shares; 2025Q2: 5,130 shares; 2025Q3: 5,166 shares 5,166 $3.87M 0.59% +36 Timeline LCOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,430 shares; 2025Q3: 165,799 shares 165,799 $3.86M 0.59% +7,369 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,445 shares; 2024Q4: 87,131 shares; 2025Q1: 96,646 shares; 2025Q2: 100,150 shares; 2025Q3: 100,338 shares 100,338 $3.81M 0.58% +188 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 19,216 shares; 2025Q1: 19,220 shares; 2025Q2: 19,169 shares; 2025Q3: 19,070 shares 19,070 $3.56M 0.55% -99 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,822 shares; 2024Q4: 137,374 shares; 2025Q1: 140,715 shares; 2025Q2: 141,656 shares; 2025Q3: 148,201 shares 148,201 $3.55M 0.54% +6,545 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,173 shares; 2024Q4: 39,824 shares; 2025Q1: 49,324 shares; 2025Q2: 51,146 shares; 2025Q3: 51,198 shares 51,198 $3.34M 0.51% +52 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,584 shares; 2025Q1: 2,580 shares; 2025Q2: 2,723 shares; 2025Q3: 2,706 shares 2,706 $3.24M 0.5% -17 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,620 shares; 2025Q3: 158,709 shares 158,709 $3.17M 0.49% +127,089 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,285 shares; 2025Q1: 3,371 shares; 2025Q2: 3,340 shares; 2025Q3: 3,380 shares 3,380 $3.14M 0.48% +40 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,852 shares; 2025Q1: 2,391 shares; 2025Q2: 8,650 shares; 2025Q3: 8,745 shares 8,745 $3.11M 0.48% +95 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,070 shares; 2024Q4: 16,086 shares; 2025Q1: 17,206 shares; 2025Q2: 18,239 shares; 2025Q3: 19,173 shares 19,173 $3.1M 0.48% +934 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,477 shares; 2024Q4: 21,770 shares; 2025Q1: 25,957 shares; 2025Q2: 28,507 shares; 2025Q3: 28,777 shares 28,777 $2.96M 0.45% +270 Timeline ICOW 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: 66,048 shares; 2024Q4: 80,937 shares; 2025Q1: 92,467 shares; 2025Q2: 78,773 shares; 2025Q3: 78,922 shares 78,922 $2.87M 0.44% +149 Timeline DFII FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,797 shares; 2025Q3: 118,200 shares 118,200 $2.85M 0.44% +73,403 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,631 shares; 2025Q3: 71,779 shares 71,779 $2.84M 0.44% +3,148 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,243 shares; 2024Q4: 94,605 shares; 2025Q1: 88,073 shares; 2025Q2: 79,863 shares; 2025Q3: 44,983 shares 44,983 $2.7M 0.41% -34,880 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,735 shares; 2024Q4: 8,897 shares; 2025Q1: 6,858 shares; 2025Q2: 6,520 shares; 2025Q3: 5,909 shares 5,909 $2.63M 0.4% -611 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: 15,148 shares; 2024Q4: 14,807 shares; 2025Q1: 14,762 shares; 2025Q2: 14,628 shares; 2025Q3: 14,608 shares 14,608 $2.5M 0.38% -20 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,560 shares; 2025Q1: 8,520 shares; 2025Q2: 8,481 shares; 2025Q3: 8,481 shares 8,481 $2.49M 0.38% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,774 shares; 2024Q4: 26,192 shares; 2025Q1: 23,847 shares; 2025Q2: 23,834 shares; 2025Q3: 31,170 shares 31,170 $2.44M 0.37% +7,336 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,805 shares; 2024Q4: 29,805 shares; 2025Q1: 29,805 shares; 2025Q2: 29,805 shares; 2025Q3: 29,805 shares 29,805 $2.42M 0.37% 0 Timeline EES 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: 36,154 shares; 2024Q4: 36,692 shares; 2025Q1: 38,353 shares; 2025Q2: 40,118 shares; 2025Q3: 40,241 shares 40,241 $2.25M 0.34% +123 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,731 shares; 2025Q1: 3,740 shares; 2025Q2: 2,949 shares; 2025Q3: 3,052 shares 3,052 $2.24M 0.34% +103 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,661 shares; 2025Q1: 2,660 shares; 2025Q2: 10,831 shares; 2025Q3: 10,761 shares 10,761 $2.22M 0.34% -70 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 7,376 shares; 2025Q1: 7,453 shares; 2025Q2: 7,453 shares; 2025Q3: 7,380 shares 7,380 $2.2M 0.34% -73 Timeline FSIG 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: 134,208 shares; 2024Q4: 131,320 shares; 2025Q1: 135,788 shares; 2025Q2: 138,739 shares; 2025Q3: 105,361 shares 105,361 $2.02M 0.31% -33,378 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 9,692 shares; 2025Q1: 9,741 shares; 2025Q2: 9,833 shares; 2025Q3: 9,931 shares 9,931 $2.02M 0.31% +98 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,014 shares; 2024Q4: 23,948 shares; 2025Q1: 24,073 shares; 2025Q2: 24,098 shares; 2025Q3: 24,111 shares 24,111 $2.02M 0.31% +13 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,192 shares; 2024Q4: 11,023 shares; 2025Q1: 11,086 shares; 2025Q2: 11,108 shares; 2025Q3: 10,625 shares 10,625 $1.97M 0.3% -483 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,084 shares; 2024Q4: 61,013 shares; 2025Q1: 58,246 shares; 2025Q2: 58,246 shares; 2025Q3: 58,521 shares 58,521 $1.96M 0.3% +275 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: not reported; 2024Q4: not reported; 2025Q1: 19,165 shares; 2025Q2: 43,463 shares; 2025Q3: 43,663 shares 43,663 $1.93M 0.3% +200 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,470 shares; 2024Q4: 6,619 shares; 2025Q1: 7,568 shares; 2025Q2: 10,091 shares; 2025Q3: 10,539 shares 10,539 $1.92M 0.29% +448 Timeline QHY 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: 26,848 shares; 2024Q4: 32,256 shares; 2025Q1: 37,998 shares; 2025Q2: 40,423 shares; 2025Q3: 41,224 shares 41,224 $1.92M 0.29% +801 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,008 shares; 2025Q1: 5,882 shares; 2025Q2: 5,686 shares; 2025Q3: 5,708 shares 5,708 $1.9M 0.29% +22 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,772 shares; 2024Q4: 24,299 shares; 2025Q1: 23,160 shares; 2025Q2: 23,007 shares; 2025Q3: 21,660 shares 21,660 $1.82M 0.28% -1,347 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,696 shares; 2024Q4: 37,913 shares; 2025Q1: 37,740 shares; 2025Q2: 25,926 shares; 2025Q3: 26,184 shares 26,184 $1.78M 0.27% +258 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: 10,117 shares; 2024Q4: 10,093 shares; 2025Q1: 10,035 shares; 2025Q2: 9,985 shares; 2025Q3: 9,985 shares 9,985 $1.74M 0.27% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 12,432 shares; 2025Q1: 10,849 shares; 2025Q2: 8,120 shares; 2025Q3: 8,051 shares 8,051 $1.74M 0.27% -69 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,292 shares; 2024Q4: 50,408 shares; 2025Q1: 51,858 shares; 2025Q2: 49,014 shares; 2025Q3: 49,682 shares 49,682 $1.68M 0.26% +668 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,517 shares; 2024Q4: 16,718 shares; 2025Q1: 15,081 shares; 2025Q2: 15,086 shares; 2025Q3: 13,931 shares 13,931 $1.68M 0.26% -1,155 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,723 shares; 2025Q1: 4,958 shares; 2025Q2: 4,999 shares; 2025Q3: 4,924 shares 4,924 $1.55M 0.24% -75 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,023 shares; 2024Q4: 17,292 shares; 2025Q1: 17,284 shares; 2025Q2: 16,663 shares; 2025Q3: 14,953 shares 14,953 $1.54M 0.24% -1,710 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: 55,372 shares; 2024Q4: 54,122 shares; 2025Q1: 53,997 shares; 2025Q2: 53,944 shares; 2025Q3: 50,924 shares 50,924 $1.51M 0.23% -3,020 Timeline AGZ 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: 9,498 shares; 2024Q4: 12,151 shares; 2025Q1: 12,988 shares; 2025Q2: 12,977 shares; 2025Q3: 13,405 shares 13,405 $1.48M 0.23% +428 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,405 shares; 2025Q1: 5,304 shares; 2025Q2: 5,320 shares; 2025Q3: 5,212 shares 5,212 $1.47M 0.23% -108 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 3,616 shares; 2025Q1: 3,623 shares; 2025Q2: 3,598 shares; 2025Q3: 3,595 shares 3,595 $1.45M 0.22% -3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 17,008 shares; 2025Q1: 17,010 shares; 2025Q2: 17,011 shares; 2025Q3: 17,011 shares 17,011 $1.42M 0.22% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,583 shares; 2024Q4: 28,335 shares; 2025Q1: 28,469 shares; 2025Q2: 28,739 shares; 2025Q3: 29,457 shares 29,457 $1.4M 0.22% +718 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,767 shares; 2024Q4: 3,751 shares; 2025Q1: 3,536 shares; 2025Q2: 3,443 shares; 2025Q3: 3,424 shares 3,424 $1.39M 0.21% -19 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,036 shares; 2024Q4: 15,815 shares; 2025Q1: 17,427 shares; 2025Q2: 17,137 shares; 2025Q3: 16,670 shares 16,670 $1.34M 0.21% -467 Timeline ONEO 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: 11,313 shares; 2024Q4: 11,070 shares; 2025Q1: 10,798 shares; 2025Q2: 10,367 shares; 2025Q3: 10,324 shares 10,324 $1.33M 0.2% -43 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,819 shares; 2025Q3: 63,112 shares 63,112 $1.29M 0.2% +37,293 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,911 shares; 2024Q4: 8,925 shares; 2025Q1: 8,887 shares; 2025Q2: 8,850 shares; 2025Q3: 8,335 shares 8,335 $1.28M 0.2% -515 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,483 shares; 2025Q1: 6,495 shares; 2025Q2: 6,497 shares; 2025Q3: 6,586 shares 6,586 $1.25M 0.19% +89 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,702 shares; 2025Q1: 2,703 shares; 2025Q2: 2,705 shares; 2025Q3: 2,638 shares 2,638 $1.24M 0.19% -67 Timeline IBND 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: 33,152 shares; 2024Q4: 38,152 shares; 2025Q1: 39,428 shares; 2025Q2: 39,171 shares; 2025Q3: 38,246 shares 38,246 $1.23M 0.19% -925 Timeline FALN 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: 43,576 shares; 2024Q4: 44,551 shares; 2025Q1: 46,544 shares; 2025Q2: 44,303 shares; 2025Q3: 44,432 shares 44,432 $1.23M 0.19% +129 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 5,859 shares; 2025Q1: 5,841 shares; 2025Q2: 5,841 shares; 2025Q3: 5,836 shares 5,836 $1.22M 0.19% -5 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,569 shares; 2024Q4: 27,962 shares; 2025Q1: 27,061 shares; 2025Q2: 26,274 shares; 2025Q3: 27,591 shares 27,591 $1.21M 0.19% +1,317 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: 3,091 shares; 2024Q4: 3,055 shares; 2025Q1: 2,878 shares; 2025Q2: 2,691 shares; 2025Q3: 2,690 shares 2,690 $1.17M 0.18% -1 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,582 shares; 2024Q4: 37,454 shares; 2025Q1: 43,239 shares; 2025Q2: 44,394 shares; 2025Q3: 44,480 shares 44,480 $1.15M 0.18% +86 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 863 shares; 2025Q1: 1,107 shares; 2025Q2: 1,234 shares; 2025Q3: 1,493 shares 1,493 $1.14M 0.17% +259 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 8,522 shares; 2025Q1: 8,913 shares; 2025Q2: 8,925 shares; 2025Q3: 9,975 shares 9,975 $1.13M 0.17% +1,050 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,680 shares; 2024Q4: 22,552 shares; 2025Q1: 22,651 shares; 2025Q2: 21,709 shares; 2025Q3: 21,755 shares 21,755 $1.12M 0.17% +46 Timeline SMLV 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: 9,811 shares; 2024Q4: 9,312 shares; 2025Q1: 8,823 shares; 2025Q2: 8,480 shares; 2025Q3: 8,550 shares 8,550 $1.11M 0.17% +70 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 7,557 shares; 2025Q1: 8,970 shares; 2025Q2: 9,210 shares; 2025Q3: 10,392 shares 10,392 $1.09M 0.17% +1,182 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,642 shares; 2025Q1: 3,168 shares; 2025Q2: 3,185 shares; 2025Q3: 3,255 shares 3,255 $1.07M 0.16% +70 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,913 shares; 2024Q4: 30,532 shares; 2025Q1: 37,596 shares; 2025Q2: 37,491 shares; 2025Q3: 37,063 shares 37,063 $1.07M 0.16% -428 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,113 shares; 2024Q4: 70,222 shares; 2025Q1: 70,505 shares; 2025Q2: 69,863 shares; 2025Q3: 66,804 shares 66,804 $1.06M 0.16% -3,059 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 7,291 shares; 2025Q1: 13,598 shares; 2025Q2: 14,058 shares; 2025Q3: 15,879 shares 15,879 $1.03M 0.16% +1,821 Timeline ECOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,941 shares; 2025Q3: 41,766 shares 41,766 $1.02M 0.16% +1,825 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: 14,545 shares; 2024Q4: 14,726 shares; 2025Q1: 15,339 shares; 2025Q2: 14,735 shares; 2025Q3: 14,546 shares 14,546 $1.02M 0.16% -189 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,440 shares; 2024Q4: 5,456 shares; 2025Q1: 5,449 shares; 2025Q2: 5,589 shares; 2025Q3: 5,597 shares 5,597 $937K 0.14% +8 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 13,140 shares; 2025Q1: 13,108 shares; 2025Q2: 13,111 shares; 2025Q3: 13,110 shares 13,110 $936K 0.14% -1 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,498 shares; 2024Q4: 37,775 shares; 2025Q1: 59,248 shares; 2025Q2: 62,825 shares; 2025Q3: 62,957 shares 62,957 $912K 0.14% +132 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 7,126 shares; 2025Q1: 7,070 shares; 2025Q2: 7,607 shares; 2025Q3: 7,592 shares 7,592 $903K 0.14% -15 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,524 shares; 2025Q1: 6,329 shares; 2025Q2: 6,329 shares; 2025Q3: 6,317 shares 6,317 $890K 0.14% -12 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,176 shares; 2025Q3: 13,098 shares 13,098 $878K 0.13% -78 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,451 shares; 2024Q4: 13,231 shares; 2025Q1: 10,490 shares; 2025Q2: 10,000 shares; 2025Q3: 9,813 shares 9,813 $865K 0.13% -187 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,070 shares; 2025Q1: 2,955 shares; 2025Q2: 2,960 shares; 2025Q3: 3,072 shares 3,072 $865K 0.13% +112 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,964 shares; 2024Q4: 15,620 shares; 2025Q1: 14,477 shares; 2025Q2: 14,105 shares; 2025Q3: 13,833 shares 13,833 $857K 0.13% -272 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: 9,241 shares; 2024Q4: 9,351 shares; 2025Q1: 9,431 shares; 2025Q2: 9,419 shares; 2025Q3: 9,418 shares 9,418 $845K 0.13% -1 Timeline WTAI 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: 20,267 shares; 2024Q4: 24,984 shares; 2025Q1: 27,296 shares; 2025Q2: 29,623 shares; 2025Q3: 29,532 shares 29,532 $843K 0.13% -91 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,423 shares; 2024Q4: 66,479 shares; 2025Q1: 71,332 shares; 2025Q2: 17,058 shares; 2025Q3: 14,366 shares 14,366 $826K 0.13% -2,692 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 3,024 shares; 2025Q1: 2,845 shares; 2025Q2: 2,828 shares; 2025Q3: 3,386 shares 3,386 $820K 0.13% +558 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 7,125 shares; 2025Q1: 7,302 shares; 2025Q2: 7,783 shares; 2025Q3: 9,140 shares 9,140 $817K 0.13% +1,357 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,119 shares; 2024Q4: 19,479 shares; 2025Q1: 17,117 shares; 2025Q2: 17,126 shares; 2025Q3: 17,626 shares 17,626 $815K 0.12% +500 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 6,074 shares; 2025Q1: 5,824 shares; 2025Q2: 5,791 shares; 2025Q3: 5,713 shares 5,713 $803K 0.12% -78 Timeline SHAG 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: 12,401 shares; 2024Q4: 12,463 shares; 2025Q1: 16,241 shares; 2025Q2: 16,290 shares; 2025Q3: 16,681 shares 16,681 $800K 0.12% +391 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 2,754 shares; 2025Q1: 2,712 shares; 2025Q2: 2,592 shares; 2025Q3: 2,583 shares 2,583 $785K 0.12% -9 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,344 shares; 2025Q1: 2,344 shares; 2025Q2: 2,305 shares; 2025Q3: 2,396 shares 2,396 $783K 0.12% +91 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,294 shares; 2024Q4: 17,791 shares; 2025Q1: 17,758 shares; 2025Q2: 17,769 shares; 2025Q3: 17,568 shares 17,568 $772K 0.12% -201 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,189 shares; 2024Q4: 38,427 shares; 2025Q1: 33,908 shares; 2025Q2: 31,496 shares; 2025Q3: 33,292 shares 33,292 $770K 0.12% +1,796 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: 17,453 shares; 2024Q4: 17,453 shares; 2025Q1: 17,503 shares; 2025Q2: 17,503 shares; 2025Q3: 17,831 shares 17,831 $756K 0.12% +328 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,088 shares; 2025Q1: 3,094 shares; 2025Q2: 3,091 shares; 2025Q3: 3,089 shares 3,089 $741K 0.11% -2 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,057 shares; 2025Q1: 2,039 shares; 2025Q2: 2,068 shares; 2025Q3: 2,227 shares 2,227 $733K 0.11% +159 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: 61,713 shares; 2024Q4: 61,650 shares; 2025Q1: 61,683 shares; 2025Q2: 61,482 shares; 2025Q3: 59,584 shares 59,584 $713K 0.11% -1,898 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,808 shares; 2025Q1: 2,153 shares; 2025Q2: 2,005 shares; 2025Q3: 2,074 shares 2,074 $710K 0.11% +69 Timeline PFIG 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: 22,373 shares; 2024Q4: 23,764 shares; 2025Q1: 29,569 shares; 2025Q2: 29,531 shares; 2025Q3: 28,981 shares 28,981 $702K 0.11% -550 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,364 shares; 2025Q1: 7,364 shares; 2025Q2: 7,036 shares; 2025Q3: 7,136 shares 7,136 $702K 0.11% +100 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,410 shares; 2025Q1: 1,446 shares; 2025Q2: 1,448 shares; 2025Q3: 1,449 shares 1,449 $693K 0.11% +1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,771 shares; 2024Q4: 40,510 shares; 2025Q1: 33,102 shares; 2025Q2: 23,449 shares; 2025Q3: 21,205 shares 21,205 $677K 0.1% -2,244 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,281 shares; 2025Q1: 1,289 shares; 2025Q2: 1,324 shares; 2025Q3: 1,377 shares 1,377 $675K 0.1% +53 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,409 shares; 2025Q1: 2,356 shares; 2025Q2: 2,205 shares; 2025Q3: 2,366 shares 2,366 $667K 0.1% +161 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,097 shares; 2025Q3: 5,097 shares 5,097 $656K 0.1% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,703 shares; 2025Q2: 1,701 shares; 2025Q3: 1,739 shares 1,739 $651K 0.1% +38 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: 1,369 shares; 2024Q4: 1,340 shares; 2025Q1: 1,315 shares; 2025Q2: 1,295 shares; 2025Q3: 1,287 shares 1,287 $632K 0.1% -8 Timeline USRT 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: 11,714 shares; 2024Q4: 11,436 shares; 2025Q1: 11,095 shares; 2025Q2: 10,672 shares; 2025Q3: 10,662 shares 10,662 $626K 0.1% -10 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: 6,209 shares; 2024Q4: 6,325 shares; 2025Q1: 6,670 shares; 2025Q2: 6,170 shares; 2025Q3: 6,160 shares 6,160 $625K 0.1% -10 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: 7,272 shares; 2024Q4: 7,989 shares; 2025Q1: 9,048 shares; 2025Q2: 9,660 shares; 2025Q3: 10,699 shares 10,699 $616K 0.09% +1,039 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,409 shares; 2025Q1: 1,386 shares; 2025Q2: 1,321 shares; 2025Q3: 1,226 shares 1,226 $613K 0.09% -95 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,111 shares; 2025Q3: 2,116 shares 2,116 $594K 0.09% +5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,417 shares; 2025Q1: 1,294 shares; 2025Q2: 1,294 shares; 2025Q3: 1,293 shares 1,293 $592K 0.09% -1 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 5,980 shares; 2025Q1: 6,548 shares; 2025Q2: 6,484 shares; 2025Q3: 6,664 shares 6,664 $591K 0.09% +180 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: 42,813 shares; 2024Q4: 42,246 shares; 2025Q1: 43,386 shares; 2025Q2: 41,278 shares; 2025Q3: 43,552 shares 43,552 $585K 0.09% +2,274 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,401 shares; 2025Q1: 3,425 shares; 2025Q2: 3,488 shares; 2025Q3: 3,490 shares 3,490 $581K 0.09% +2 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 4,552 shares; 2025Q1: 5,853 shares; 2025Q2: 5,938 shares; 2025Q3: 5,914 shares 5,914 $579K 0.09% -24 Timeline GNOM 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: not reported; 2025Q3: 14,913 shares 14,913 $579K 0.09% new 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: 21,745 shares; 2024Q4: 21,228 shares; 2025Q1: 17,034 shares; 2025Q2: 16,387 shares; 2025Q3: 17,025 shares 17,025 $573K 0.09% +638 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,185 shares; 2024Q4: 26,730 shares; 2025Q1: 18,797 shares; 2025Q2: 16,361 shares; 2025Q3: 16,264 shares 16,264 $572K 0.09% -97 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: 6,851 shares; 2024Q4: 6,546 shares; 2025Q1: 7,120 shares; 2025Q2: 6,898 shares; 2025Q3: 6,707 shares 6,707 $559K 0.09% -191 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 545 shares; 2025Q1: 537 shares; 2025Q2: 756 shares; 2025Q3: 693 shares 693 $552K 0.08% -63 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 5,421 shares; 2025Q1: 5,437 shares; 2025Q2: 5,465 shares; 2025Q3: 5,471 shares 5,471 $547K 0.08% +6 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,425 shares; 2025Q1: 2,452 shares; 2025Q2: 2,443 shares; 2025Q3: 2,358 shares 2,358 $546K 0.08% -85 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 1,963 shares; 2025Q1: 1,945 shares; 2025Q2: 1,946 shares; 2025Q3: 1,926 shares 1,926 $544K 0.08% -20 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,613 shares; 2025Q3: 1,594 shares 1,594 $544K 0.08% -19 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 9,663 shares; 2025Q1: 9,077 shares; 2025Q2: 9,092 shares; 2025Q3: 9,021 shares 9,021 $541K 0.08% -71 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: 7,454 shares; 2024Q4: 6,500 shares; 2025Q1: 5,005 shares; 2025Q2: 4,254 shares; 2025Q3: 4,203 shares 4,203 $509K 0.08% -51 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,533 shares; 2025Q1: 2,485 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares 2,490 $508K 0.08% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 7,574 shares; 2025Q1: 7,581 shares; 2025Q2: 7,566 shares; 2025Q3: 7,542 shares 7,542 $506K 0.08% -24 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,854 shares; 2025Q1: 2,959 shares; 2025Q2: 2,740 shares; 2025Q3: 2,797 shares 2,797 $498K 0.08% +57 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,403 shares; 2025Q1: 2,354 shares; 2025Q2: 2,356 shares; 2025Q3: 2,359 shares 2,359 $494K 0.08% +3 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,271 shares; 2025Q1: 1,760 shares; 2025Q2: 1,725 shares; 2025Q3: 1,746 shares 1,746 $488K 0.07% +21 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 5,794 shares; 2025Q1: 4,431 shares; 2025Q2: 4,178 shares; 2025Q3: 4,246 shares 4,246 $480K 0.07% +68 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: 22,543 shares; 2024Q4: 19,317 shares; 2025Q1: 19,546 shares; 2025Q2: 19,716 shares; 2025Q3: 19,889 shares 19,889 $472K 0.07% +173 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,164 shares; 2025Q1: 3,239 shares; 2025Q2: 3,249 shares; 2025Q3: 3,233 shares 3,233 $467K 0.07% -16 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 795 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 817 shares 817 $465K 0.07% +8 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,156 shares; 2025Q1: 1,873 shares; 2025Q2: 1,844 shares; 2025Q3: 1,798 shares 1,798 $459K 0.07% -46 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,588 shares; 2024Q4: 16,420 shares; 2025Q1: 15,946 shares; 2025Q2: 15,994 shares; 2025Q3: 16,050 shares 16,050 $453K 0.07% +56 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares 4,400 $442K 0.07% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 5,045 shares; 2025Q1: 4,653 shares; 2025Q2: 4,512 shares; 2025Q3: 4,564 shares 4,564 $434K 0.07% +52 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 4,985 shares; 2025Q1: 5,010 shares; 2025Q2: 4,753 shares; 2025Q3: 6,088 shares 6,088 $425K 0.07% +1,335 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 2,161 shares; 2025Q1: 2,212 shares; 2025Q2: 2,213 shares; 2025Q3: 2,244 shares 2,244 $420K 0.06% +31 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,688 shares; 2025Q3: 3,939 shares 3,939 $420K 0.06% +251 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: 4,024 shares; 2024Q4: 3,797 shares; 2025Q1: 3,585 shares; 2025Q2: 3,393 shares; 2025Q3: 3,399 shares 3,399 $419K 0.06% +6 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,819 shares; 2024Q4: 43,159 shares; 2025Q1: 43,159 shares; 2025Q2: 43,159 shares; 2025Q3: 42,003 shares 42,003 $419K 0.06% -1,156 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: 4,328 shares; 2024Q4: 4,198 shares; 2025Q1: 4,202 shares; 2025Q2: 3,679 shares; 2025Q3: 3,789 shares 3,789 $416K 0.06% +110 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 356 shares 356 $415K 0.06% -1 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 4,646 shares; 2025Q1: 4,621 shares; 2025Q2: 4,447 shares; 2025Q3: 2,969 shares 2,969 $414K 0.06% -1,478 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,328 shares; 2024Q4: 9,402 shares; 2025Q1: 9,375 shares; 2025Q2: 9,400 shares; 2025Q3: 8,731 shares 8,731 $409K 0.06% -669 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: 5,284 shares; 2024Q4: 5,287 shares; 2025Q1: 5,289 shares; 2025Q2: 5,170 shares; 2025Q3: 5,032 shares 5,032 $402K 0.06% -138 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,312 shares; 2025Q1: 2,352 shares; 2025Q2: 2,419 shares; 2025Q3: 2,473 shares 2,473 $401K 0.06% +54 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,513 shares; 2024Q4: 75,183 shares; 2025Q1: 72,481 shares; 2025Q2: 10,910 shares; 2025Q3: 9,109 shares 9,109 $399K 0.06% -1,801 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,173 shares; 2025Q3: 4,170 shares 4,170 $390K 0.06% -3 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,250 shares; 2024Q4: 119,506 shares; 2025Q1: 133,101 shares; 2025Q2: 8,234 shares; 2025Q3: 8,375 shares 8,375 $386K 0.06% +141 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 2,868 shares; 2025Q1: 3,078 shares; 2025Q2: 3,088 shares; 2025Q3: 3,087 shares 3,087 $384K 0.06% -1 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: 1,449 shares; 2025Q3: 1,884 shares 1,884 $383K 0.06% +435 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,549 shares; 2025Q1: 8,128 shares; 2025Q2: 8,127 shares; 2025Q3: 7,707 shares 7,707 $380K 0.06% -420 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 6,151 shares; 2025Q1: 5,155 shares; 2025Q2: 5,158 shares; 2025Q3: 4,935 shares 4,935 $367K 0.06% -223 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: 5,078 shares; 2024Q4: 6,825 shares; 2025Q1: 4,826 shares; 2025Q2: 4,579 shares; 2025Q3: 6,452 shares 6,452 $358K 0.05% +1,873 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: 5,143 shares; 2024Q4: 4,050 shares; 2025Q1: 4,053 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares 3,720 $357K 0.05% 0 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 11,750 shares; 2025Q1: 23,500 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares 11,750 $353K 0.05% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 7,834 shares; 2025Q3: 7,834 shares 7,834 $353K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares 2,304 $348K 0.05% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,075 shares; 2025Q1: 5,168 shares; 2025Q2: 5,182 shares; 2025Q3: 5,064 shares 5,064 $347K 0.05% -118 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: 19,944 shares; 2024Q4: 21,198 shares; 2025Q1: 21,198 shares; 2025Q2: 22,148 shares; 2025Q3: 22,799 shares 22,799 $340K 0.05% +651 Timeline AGNG 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: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 10,012 shares; 2025Q3: 10,012 shares 10,012 $335K 0.05% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,189 shares 1,189 $333K 0.05% +2 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,435 shares; 2025Q1: 1,402 shares; 2025Q2: 1,395 shares; 2025Q3: 1,341 shares 1,341 $331K 0.05% -54 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 1,938 shares 1,938 $324K 0.05% -470 Timeline DLS 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: 13,813 shares; 2024Q4: 10,633 shares; 2025Q1: 6,408 shares; 2025Q2: 4,130 shares; 2025Q3: 4,070 shares 4,070 $324K 0.05% -60 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: 3,479 shares; 2024Q4: not reported; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 4,001 shares 4,001 $319K 0.05% +917 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,056 shares; 2025Q2: 3,761 shares; 2025Q3: 3,761 shares 3,761 $318K 0.05% 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: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,161 shares 1,161 $318K 0.05% -10 Timeline ELD 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: 7,680 shares; 2024Q4: 10,736 shares; 2025Q1: 10,948 shares; 2025Q2: 10,950 shares; 2025Q3: 11,009 shares 11,009 $316K 0.05% +59 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,486 shares; 2024Q4: 15,874 shares; 2025Q1: 12,702 shares; 2025Q2: 11,165 shares; 2025Q3: 12,162 shares 12,162 $314K 0.05% +997 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: not reported; 2024Q4: not reported; 2025Q1: 948 shares; 2025Q2: 970 shares; 2025Q3: 970 shares 970 $313K 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,433 shares; 2025Q3: 2,326 shares 2,326 $312K 0.05% -107 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,450 shares; 2025Q3: 2,475 shares 2,475 $306K 0.05% +25 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,172 shares; 2025Q3: 1,164 shares 1,164 $303K 0.05% -8 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,160 shares; 2025Q1: 3,460 shares; 2025Q2: 3,467 shares; 2025Q3: 3,466 shares 3,466 $303K 0.05% -1 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: 25,432 shares; 2024Q4: 29,691 shares; 2025Q1: 18,094 shares; 2025Q2: 6,036 shares; 2025Q3: 5,963 shares 5,963 $300K 0.05% -73 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,081 shares; 2025Q1: 2,090 shares; 2025Q2: 2,097 shares; 2025Q3: 2,103 shares 2,103 $299K 0.05% +6 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 181 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares 2,770 $299K 0.05% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,980 shares; 2025Q3: 3,594 shares 3,594 $299K 0.05% +614 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,779 shares; 2025Q1: 2,762 shares; 2025Q2: 2,647 shares; 2025Q3: 2,607 shares 2,607 $299K 0.05% -40 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: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,137 shares 3,137 $297K 0.05% -110 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 3,757 shares; 2025Q1: 3,477 shares; 2025Q2: 3,453 shares; 2025Q3: 3,406 shares 3,406 $296K 0.05% -47 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 1,455 shares; 2025Q1: 1,441 shares; 2025Q2: 1,404 shares; 2025Q3: 1,406 shares 1,406 $296K 0.05% +2 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,070 shares; 2025Q3: 2,069 shares 2,069 $295K 0.05% -1 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: 791 shares; 2024Q4: 732 shares; 2025Q1: 734 shares; 2025Q2: 681 shares; 2025Q3: 682 shares 682 $295K 0.05% +1 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,851 shares; 2025Q1: 5,851 shares; 2025Q2: 5,851 shares; 2025Q3: 5,851 shares 5,851 $294K 0.05% 0 Timeline USAI 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: 6,705 shares; 2024Q4: 6,725 shares; 2025Q1: 7,287 shares; 2025Q2: 7,320 shares; 2025Q3: 7,349 shares 7,349 $293K 0.04% +29 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,247 shares 9,247 $291K 0.04% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,151 shares; 2025Q1: 966 shares; 2025Q2: 929 shares; 2025Q3: 841 shares 841 $291K 0.04% -88 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,787 shares; 2025Q1: 1,881 shares; 2025Q2: 1,737 shares; 2025Q3: 1,863 shares 1,863 $290K 0.04% +126 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: 1,505 shares; 2024Q4: 1,371 shares; 2025Q1: 1,367 shares; 2025Q2: 1,025 shares; 2025Q3: 915 shares 915 $286K 0.04% -110 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,382 shares 8,382 $283K 0.04% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,373 shares; 2025Q1: 4,396 shares; 2025Q2: 4,405 shares; 2025Q3: 4,266 shares 4,266 $282K 0.04% -139 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 5,385 shares; 2025Q1: 5,386 shares; 2025Q2: 5,386 shares; 2025Q3: 5,114 shares 5,114 $280K 0.04% -272 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,479 shares 2,479 $279K 0.04% +150 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,434 shares; 2024Q4: 12,372 shares; 2025Q1: 12,372 shares; 2025Q2: 12,372 shares; 2025Q3: 12,372 shares 12,372 $279K 0.04% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares 3,232 $273K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 902 shares 902 $271K 0.04% -9 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,830 shares 9,830 $270K 0.04% new Timeline ISHP FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,409 shares; 2025Q3: 6,409 shares 6,409 $268K 0.04% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,285 shares; 2025Q2: 2,289 shares; 2025Q3: 2,293 shares 2,293 $268K 0.04% +4 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,842 shares; 2025Q1: 6,844 shares; 2025Q2: 6,800 shares; 2025Q3: 4,927 shares 4,927 $267K 0.04% -1,873 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,148 shares; 2025Q1: 1,166 shares; 2025Q2: 1,160 shares; 2025Q3: 1,196 shares 1,196 $264K 0.04% +36 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares 1,333 $262K 0.04% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 4,960 shares; 2025Q1: 3,934 shares; 2025Q2: 3,936 shares; 2025Q3: 3,309 shares 3,309 $261K 0.04% -627 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: 7,616 shares; 2024Q4: 6,320 shares; 2025Q1: 5,230 shares; 2025Q2: 4,635 shares; 2025Q3: 3,020 shares 3,020 $261K 0.04% -1,615 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,138 shares; 2025Q1: 2,139 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares 1,997 $259K 0.04% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,832 shares; 2025Q1: 2,816 shares; 2025Q2: 2,731 shares; 2025Q3: 2,698 shares 2,698 $257K 0.04% -33 Timeline VOX 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: not reported; 2024Q4: 1,346 shares; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares 1,345 $252K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,796 shares; 2025Q1: 3,773 shares; 2025Q2: 3,766 shares; 2025Q3: 3,784 shares 3,784 $251K 0.04% +18 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,293 shares; 2025Q1: 3,370 shares; 2025Q2: 3,473 shares; 2025Q3: 2,675 shares 2,675 $251K 0.04% -798 Timeline LEMB 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: 8,075 shares; 2024Q4: 8,308 shares; 2025Q1: 6,450 shares; 2025Q2: 5,983 shares; 2025Q3: 6,010 shares 6,010 $248K 0.04% +27 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 219 shares; 2025Q1: not reported; 2025Q2: 272 shares; 2025Q3: 268 shares 268 $247K 0.04% -4 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 2,670 shares; 2025Q1: 2,733 shares; 2025Q2: 2,730 shares; 2025Q3: 2,780 shares 2,780 $242K 0.04% +50 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $241K 0.04% new Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 6,927 shares; 2025Q1: 5,184 shares; 2025Q2: 4,910 shares; 2025Q3: 4,522 shares 4,522 $238K 0.04% -388 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,391 shares; 2025Q1: 1,280 shares; 2025Q2: 1,145 shares; 2025Q3: 1,143 shares 1,143 $238K 0.04% -2 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,845 shares; 2025Q1: 5,395 shares; 2025Q2: 5,133 shares; 2025Q3: 5,034 shares 5,034 $238K 0.04% -99 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: not reported; 2025Q2: not reported; 2025Q3: 2,103 shares 2,103 $235K 0.04% 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: 5,300 shares; 2024Q4: 5,243 shares; 2025Q1: 5,314 shares; 2025Q2: 5,211 shares; 2025Q3: 5,189 shares 5,189 $232K 0.04% -22 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,349 shares; 2024Q4: 10,111 shares; 2025Q1: 10,449 shares; 2025Q2: 8,705 shares; 2025Q3: 8,188 shares 8,188 $231K 0.04% -517 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,963 shares; 2025Q1: 3,965 shares; 2025Q2: 2,969 shares; 2025Q3: 1,720 shares 1,720 $230K 0.04% -1,249 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares 2,048 $230K 0.04% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,803 shares; 2024Q4: 6,670 shares; 2025Q1: 6,670 shares; 2025Q2: 5,844 shares; 2025Q3: 5,843 shares 5,843 $229K 0.04% -1 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 878 shares 878 $226K 0.03% -2 Timeline VPL 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: 2,672 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares 2,568 $226K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,453 shares; 2025Q3: 1,452 shares 1,452 $224K 0.03% -1 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: 3,399 shares; 2024Q4: 3,245 shares; 2025Q1: 3,219 shares; 2025Q2: 3,067 shares; 2025Q3: 2,452 shares 2,452 $224K 0.03% -615 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,171 shares; 2025Q3: 8,171 shares 8,171 $217K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,931 shares; 2025Q1: 3,003 shares; 2025Q2: 2,928 shares; 2025Q3: 2,876 shares 2,876 $217K 0.03% -52 Timeline VIGI 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: 9,167 shares; 2024Q4: 5,813 shares; 2025Q1: 5,962 shares; 2025Q2: 3,639 shares; 2025Q3: 2,421 shares 2,421 $217K 0.03% -1,218 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $213K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,678 shares; 2024Q4: not reported; 2025Q1: 8,477 shares; 2025Q2: not reported; 2025Q3: 8,219 shares 8,219 $210K 0.03% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,179 shares; 2025Q3: 1,069 shares 1,069 $210K 0.03% -110 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: 3,092 shares; 2024Q4: 3,095 shares; 2025Q1: not reported; 2025Q2: 2,858 shares; 2025Q3: 2,488 shares 2,488 $209K 0.03% -370 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,035 shares; 2025Q1: 1,012 shares; 2025Q2: 926 shares; 2025Q3: 878 shares 878 $208K 0.03% -48 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,835 shares 3,835 $207K 0.03% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 425 shares 425 $206K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 964 shares 964 $205K 0.03% -1 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares 265 $205K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $202K 0.03% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: 695 shares; 2025Q3: 694 shares 694 $200K 0.03% -1 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,164 shares; 2024Q4: 15,164 shares; 2025Q1: 15,164 shares; 2025Q2: 20,164 shares; 2025Q3: 20,164 shares 20,164 $197K 0.03% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,241 shares; 2025Q1: 24,482 shares; 2025Q2: 14,131 shares; 2025Q3: 13,131 shares 13,131 $196K 0.03% -1,000 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,842 shares; 2024Q4: 21,842 shares; 2025Q1: 21,842 shares; 2025Q2: 21,842 shares; 2025Q3: 21,842 shares 21,842 $133K 0.02% 0 Timeline PCIG LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY 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: 13,026 shares; 2025Q3: 13,026 shares 13,026 $122K 0.02% 0 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $118K 0.02% 0 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 14,627 shares; 2025Q1: 14,676 shares; 2025Q2: 17,116 shares; 2025Q3: 17,114 shares 17,114 $113K 0.02% -2 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares 11,500 $105K 0.02% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,800 shares; 2025Q1: 11,116 shares; 2025Q2: 11,366 shares; 2025Q3: 11,614 shares 11,614 $104K 0.02% +248 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,360 shares; 2024Q4: 11,360 shares; 2025Q1: 11,360 shares; 2025Q2: 11,360 shares; 2025Q3: 11,360 shares 11,360 $65.9K 0.01% 0 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,300 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares 15,400 $31.4K <0.01% 0 Timeline