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: 1,033,135 shares; 2024Q4: 993,102 shares; 2025Q1: 1,032,923 shares; 2025Q2: 899,764 shares; 2025Q3: 919,539 shares 919,539 $72M 8.43% +19,775 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: 123,590 shares; 2024Q4: 133,621 shares; 2025Q1: 265,427 shares; 2025Q2: 394,303 shares; 2025Q3: 469,554 shares 469,554 $41.8M 4.89% +75,251 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,363 shares; 2024Q4: 654,494 shares; 2025Q1: 666,996 shares; 2025Q2: 657,211 shares; 2025Q3: 673,748 shares 673,748 $36.5M 4.27% +16,537 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: 124,946 shares; 2024Q4: 131,316 shares; 2025Q1: 118,279 shares; 2025Q2: 120,393 shares; 2025Q3: 122,787 shares 122,787 $34.6M 4.05% +2,394 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,240 shares; 2024Q4: 73,145 shares; 2025Q1: 176,626 shares; 2025Q2: 283,102 shares; 2025Q3: 289,633 shares 289,633 $33.1M 3.88% +6,531 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: 87,527 shares; 2024Q4: 75,254 shares; 2025Q1: 76,723 shares; 2025Q2: 83,232 shares; 2025Q3: 90,353 shares 90,353 $32.1M 3.76% +7,121 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,981 shares; 2024Q4: 445,108 shares; 2025Q1: 504,969 shares; 2025Q2: 851,078 shares; 2025Q3: 878,178 shares 878,178 $23.6M 2.76% +27,100 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: 45,193 shares; 2024Q4: 40,560 shares; 2025Q1: 68,749 shares; 2025Q2: 75,245 shares; 2025Q3: 73,965 shares 73,965 $17.7M 2.08% -1,280 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: 85,710 shares; 2024Q4: 79,775 shares; 2025Q1: 59,699 shares; 2025Q2: 61,209 shares; 2025Q3: 68,718 shares 68,718 $17.5M 2.05% +7,509 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: 73,016 shares; 2024Q4: 63,174 shares; 2025Q1: 63,313 shares; 2025Q2: 64,401 shares; 2025Q3: 73,417 shares 73,417 $13.7M 1.6% +9,016 Timeline PCEF 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: 64,416 shares; 2024Q4: 60,550 shares; 2025Q1: 139,342 shares; 2025Q2: 470,852 shares; 2025Q3: 528,169 shares 528,169 $10.5M 1.23% +57,317 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: 8,065 shares; 2024Q4: 8,986 shares; 2025Q1: 9,612 shares; 2025Q2: 12,159 shares; 2025Q3: 15,720 shares 15,720 $10.5M 1.23% +3,561 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,376 shares; 2025Q2: 209,380 shares; 2025Q3: 230,049 shares 230,049 $10.2M 1.19% +20,669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199,686 shares 199,686 $10M 1.18% new 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: 18,096 shares; 2024Q4: 17,139 shares; 2025Q1: 17,180 shares; 2025Q2: 17,825 shares; 2025Q3: 18,913 shares 18,913 $9.8M 1.15% +1,088 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: 15,072 shares; 2024Q4: 14,309 shares; 2025Q1: 13,915 shares; 2025Q2: 23,745 shares; 2025Q3: 23,671 shares 23,671 $7.81M 0.91% -74 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: 95,857 shares; 2024Q4: 67,622 shares; 2025Q1: 70,655 shares; 2025Q2: 70,679 shares; 2025Q3: 68,218 shares 68,218 $7.69M 0.9% -2,461 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: 5,414 shares; 2024Q4: 5,782 shares; 2025Q1: 11,426 shares; 2025Q2: 11,349 shares; 2025Q3: 11,246 shares 11,246 $7.53M 0.88% -103 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: 14,051 shares; 2024Q4: 31,926 shares; 2025Q1: 53,557 shares; 2025Q2: 49,066 shares; 2025Q3: 47,679 shares 47,679 $7.35M 0.86% -1,387 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273,911 shares; 2025Q2: 289,685 shares; 2025Q3: 311,162 shares 311,162 $7.08M 0.83% +21,477 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: 27,336 shares; 2024Q4: 24,023 shares; 2025Q1: 23,491 shares; 2025Q2: 23,967 shares; 2025Q3: 30,163 shares 30,163 $6.62M 0.78% +6,196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,796 shares 98,796 $5.68M 0.66% new 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: not reported; 2024Q4: 13,018 shares; 2025Q1: 12,270 shares; 2025Q2: 12,174 shares; 2025Q3: 11,944 shares 11,944 $5.59M 0.66% -230 Timeline PAB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 417,035 shares; 2025Q1: 389,524 shares; 2025Q2: 109,219 shares; 2025Q3: 129,756 shares 129,756 $5.57M 0.65% +20,537 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 22,017 shares; 2025Q2: 123,870 shares; 2025Q3: 179,966 shares 179,966 $5.54M 0.65% +56,096 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: 17,483 shares; 2024Q4: 15,857 shares; 2025Q1: 15,814 shares; 2025Q2: 15,421 shares; 2025Q3: 16,636 shares 16,636 $5.46M 0.64% +1,215 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,650 shares; 2024Q4: 236,245 shares; 2025Q1: 242,568 shares; 2025Q2: 236,040 shares; 2025Q3: 231,027 shares 231,027 $5.41M 0.63% -5,013 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,571 shares; 2024Q4: 245,309 shares; 2025Q1: 238,115 shares; 2025Q2: 232,428 shares; 2025Q3: 230,381 shares 230,381 $5.31M 0.62% -2,047 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: 21,939 shares; 2024Q4: 21,951 shares; 2025Q1: 20,263 shares; 2025Q2: 20,726 shares; 2025Q3: 22,307 shares 22,307 $5.17M 0.6% +1,581 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,422 shares; 2025Q1: 47,438 shares; 2025Q2: 47,017 shares; 2025Q3: 46,297 shares 46,297 $5.12M 0.6% -720 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: 37,091 shares; 2024Q4: 35,802 shares; 2025Q1: 67,052 shares; 2025Q2: 52,015 shares; 2025Q3: 100,013 shares 100,013 $5.07M 0.59% +47,998 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: 54,480 shares; 2024Q4: 161,907 shares; 2025Q1: 150,950 shares; 2025Q2: 150,467 shares; 2025Q3: 185,002 shares 185,002 $5.05M 0.59% +34,535 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,885 shares; 2025Q1: 4,807 shares; 2025Q2: 55,048 shares; 2025Q3: 63,100 shares 63,100 $4.95M 0.58% +8,052 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: 73,058 shares; 2024Q4: 71,722 shares; 2025Q1: 44,884 shares; 2025Q2: 57,568 shares; 2025Q3: 34,975 shares 34,975 $4.87M 0.57% -22,593 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: 26,199 shares; 2024Q4: 25,094 shares; 2025Q1: 25,522 shares; 2025Q2: 25,486 shares; 2025Q3: 30,952 shares 30,952 $4.81M 0.56% +5,466 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: 3,275 shares; 2024Q4: 3,724 shares; 2025Q1: 3,669 shares; 2025Q2: 4,027 shares; 2025Q3: 7,786 shares 7,786 $4.77M 0.56% +3,759 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 13,968 shares; 2025Q1: 13,289 shares; 2025Q2: 12,035 shares; 2025Q3: 12,490 shares 12,490 $4.56M 0.53% +455 Timeline YYY 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: 358,408 shares; 2024Q4: 354,550 shares; 2025Q1: 341,963 shares; 2025Q2: 364,295 shares; 2025Q3: 377,974 shares 377,974 $4.46M 0.52% +13,679 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,664 shares; 2024Q4: 58,672 shares; 2025Q1: 60,915 shares; 2025Q2: 59,404 shares; 2025Q3: 60,335 shares 60,335 $4.45M 0.52% +931 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,645 shares 54,645 $4.37M 0.51% new 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: 61,608 shares; 2024Q4: 69,030 shares; 2025Q1: 62,140 shares; 2025Q2: 41,125 shares; 2025Q3: 42,750 shares 42,750 $3.73M 0.44% +1,625 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: 39,286 shares; 2024Q4: 36,667 shares; 2025Q1: 59,530 shares; 2025Q2: 55,692 shares; 2025Q3: 56,300 shares 56,300 $3.67M 0.43% +608 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,938 shares; 2024Q4: 179,218 shares; 2025Q1: 44,508 shares; 2025Q2: 118,354 shares; 2025Q3: 118,456 shares 118,456 $3.66M 0.43% +102 Timeline XSHQ 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: 65,749 shares; 2024Q4: 71,113 shares; 2025Q1: 82,500 shares; 2025Q2: 84,543 shares; 2025Q3: 80,535 shares 80,535 $3.47M 0.41% -4,008 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,718 shares; 2024Q4: 77,524 shares; 2025Q1: 84,067 shares; 2025Q2: 74,711 shares; 2025Q3: 67,636 shares 67,636 $3.41M 0.4% -7,075 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,926 shares; 2025Q1: 67,794 shares; 2025Q2: 61,551 shares; 2025Q3: 67,139 shares 67,139 $3.39M 0.4% +5,588 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,921 shares; 2024Q4: 494,729 shares; 2025Q1: 155,159 shares; 2025Q2: 131,441 shares; 2025Q3: 128,399 shares 128,399 $3.3M 0.39% -3,042 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,039 shares; 2025Q1: 1,794 shares; 2025Q2: 9,501 shares; 2025Q3: 12,825 shares 12,825 $3.17M 0.37% +3,324 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: 16,843 shares; 2024Q4: 14,881 shares; 2025Q1: 18,963 shares; 2025Q2: 16,101 shares; 2025Q3: 16,951 shares 16,951 $3.14M 0.37% +850 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,021 shares; 2024Q4: 54,043 shares; 2025Q1: 49,689 shares; 2025Q2: 48,786 shares; 2025Q3: 50,835 shares 50,835 $3.09M 0.36% +2,049 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: 8,180 shares; 2024Q4: 8,388 shares; 2025Q1: 8,844 shares; 2025Q2: 12,694 shares; 2025Q3: 12,571 shares 12,571 $3.06M 0.36% -123 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,952 shares; 2024Q4: 18,661 shares; 2025Q1: 36,186 shares; 2025Q2: 26,132 shares; 2025Q3: 29,077 shares 29,077 $3.04M 0.36% +2,945 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,240 shares; 2025Q2: 48,663 shares; 2025Q3: 57,819 shares 57,819 $3.02M 0.35% +9,156 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,177 shares; 2024Q4: 24,256 shares; 2025Q1: 24,021 shares; 2025Q2: 25,083 shares; 2025Q3: 25,373 shares 25,373 $3M 0.35% +290 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,348 shares; 2024Q4: 18,612 shares; 2025Q1: 31,748 shares; 2025Q2: 34,968 shares; 2025Q3: 36,960 shares 36,960 $2.94M 0.34% +1,992 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: 2,569 shares; 2024Q4: 1,916 shares; 2025Q1: 1,828 shares; 2025Q2: 1,757 shares; 2025Q3: 4,893 shares 4,893 $2.94M 0.34% +3,136 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: 97,942 shares; 2024Q4: 103,215 shares; 2025Q1: 91,954 shares; 2025Q2: 50,175 shares; 2025Q3: 53,447 shares 53,447 $2.88M 0.34% +3,272 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: not reported; 2024Q4: not reported; 2025Q1: 11,194 shares; 2025Q2: 40,813 shares; 2025Q3: 61,739 shares 61,739 $2.85M 0.33% +20,926 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,562 shares; 2024Q4: 10,145 shares; 2025Q1: 16,509 shares; 2025Q2: 22,282 shares; 2025Q3: 31,920 shares 31,920 $2.85M 0.33% +9,638 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: 146,861 shares; 2024Q4: 119,301 shares; 2025Q1: 122,238 shares; 2025Q2: 106,893 shares; 2025Q3: 100,802 shares 100,802 $2.85M 0.33% -6,091 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: not reported; 2025Q3: 70,907 shares 70,907 $2.81M 0.33% new 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: 5,294 shares; 2024Q4: 4,767 shares; 2025Q1: 5,515 shares; 2025Q2: 6,560 shares; 2025Q3: 5,543 shares 5,543 $2.79M 0.33% -1,017 Timeline AOR 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: 30,676 shares; 2024Q4: 34,235 shares; 2025Q1: 33,958 shares; 2025Q2: 39,246 shares; 2025Q3: 42,945 shares 42,945 $2.76M 0.32% +3,699 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,228 shares; 2024Q4: 37,756 shares; 2025Q1: 50,283 shares; 2025Q2: 53,961 shares; 2025Q3: 52,335 shares 52,335 $2.74M 0.32% -1,626 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: 69,877 shares; 2024Q4: 58,799 shares; 2025Q1: 63,868 shares; 2025Q2: 58,846 shares; 2025Q3: 61,117 shares 61,117 $2.69M 0.31% +2,271 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: 37,791 shares; 2024Q4: 30,246 shares; 2025Q1: 29,103 shares; 2025Q2: 27,925 shares; 2025Q3: 27,840 shares 27,840 $2.61M 0.31% -85 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,842 shares; 2025Q2: 58,980 shares; 2025Q3: 93,618 shares 93,618 $2.6M 0.3% +34,638 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: 7,555 shares; 2024Q4: 7,339 shares; 2025Q1: 7,307 shares; 2025Q2: 6,851 shares; 2025Q3: 7,673 shares 7,673 $2.42M 0.28% +822 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,053 shares 123,053 $2.37M 0.28% new 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: 7,513 shares; 2024Q4: 7,102 shares; 2025Q1: 25,811 shares; 2025Q2: 24,990 shares; 2025Q3: 25,169 shares 25,169 $2.35M 0.28% +179 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,007 shares; 2024Q4: 96,701 shares; 2025Q1: 36,195 shares; 2025Q2: 32,184 shares; 2025Q3: 31,635 shares 31,635 $2.32M 0.27% -549 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,483 shares 27,483 $2.29M 0.27% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,429 shares; 2024Q4: 63,767 shares; 2025Q1: 64,038 shares; 2025Q2: 71,699 shares; 2025Q3: 72,625 shares 72,625 $2.27M 0.27% +926 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: 58,115 shares; 2024Q4: 65,238 shares; 2025Q1: 77,516 shares; 2025Q2: 46,147 shares; 2025Q3: 41,763 shares 41,763 $2.26M 0.26% -4,384 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: 21,096 shares; 2024Q4: 20,580 shares; 2025Q1: 28,324 shares; 2025Q2: 20,727 shares; 2025Q3: 18,930 shares 18,930 $2.25M 0.26% -1,797 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,530 shares; 2024Q4: 116,139 shares; 2025Q1: 113,180 shares; 2025Q2: 114,549 shares; 2025Q3: 129,420 shares 129,420 $2.22M 0.26% +14,871 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: 6,174 shares; 2024Q4: 18,432 shares; 2025Q1: 83,781 shares; 2025Q2: 10,392 shares; 2025Q3: 24,894 shares 24,894 $2.17M 0.25% +14,502 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,117 shares; 2024Q4: 34,384 shares; 2025Q1: 45,305 shares; 2025Q2: 46,214 shares; 2025Q3: 43,749 shares 43,749 $2.11M 0.25% -2,465 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: 2,757 shares; 2024Q4: 2,624 shares; 2025Q1: 3,750 shares; 2025Q2: 4,143 shares; 2025Q3: 4,193 shares 4,193 $2.09M 0.25% +50 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: 6,252 shares; 2024Q4: 6,288 shares; 2025Q1: 5,927 shares; 2025Q2: 6,354 shares; 2025Q3: 8,526 shares 8,526 $2.08M 0.24% +2,172 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,967 shares 6,967 $2.05M 0.24% new 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: 16,992 shares; 2024Q4: 10,818 shares; 2025Q1: 9,760 shares; 2025Q2: 18,724 shares; 2025Q3: 19,827 shares 19,827 $2.04M 0.24% +1,103 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,908 shares 68,908 $2.02M 0.24% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,404 shares; 2024Q4: 40,282 shares; 2025Q1: 40,640 shares; 2025Q2: 41,685 shares; 2025Q3: 44,070 shares 44,070 $2.02M 0.24% +2,385 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,395 shares; 2024Q4: 38,831 shares; 2025Q1: 65,661 shares; 2025Q2: 45,700 shares; 2025Q3: 45,061 shares 45,061 $2M 0.23% -639 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: 4,092 shares; 2024Q4: 2,421 shares; 2025Q1: 3,801 shares; 2025Q2: 2,602 shares; 2025Q3: 4,478 shares 4,478 $1.99M 0.23% +1,876 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: 61,066 shares; 2024Q4: 66,749 shares; 2025Q1: 78,392 shares; 2025Q2: 77,270 shares; 2025Q3: 77,519 shares 77,519 $1.98M 0.23% +249 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 26,029 shares; 2025Q1: 44,271 shares; 2025Q2: 29,827 shares; 2025Q3: 35,640 shares 35,640 $1.97M 0.23% +5,813 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: not reported; 2024Q4: not reported; 2025Q1: 63,399 shares; 2025Q2: not reported; 2025Q3: 65,544 shares 65,544 $1.94M 0.23% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,466 shares; 2024Q4: 25,996 shares; 2025Q1: 27,391 shares; 2025Q2: 27,903 shares; 2025Q3: 28,010 shares 28,010 $1.88M 0.22% +107 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,992 shares; 2025Q2: 22,564 shares; 2025Q3: 32,910 shares 32,910 $1.86M 0.22% +10,346 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 15,519 shares 15,519 $1.85M 0.22% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 12,800 shares; 2025Q1: 12,476 shares; 2025Q2: 12,021 shares; 2025Q3: 24,787 shares 24,787 $1.8M 0.21% +12,766 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: 13,425 shares; 2024Q4: 9,959 shares; 2025Q1: 9,903 shares; 2025Q2: 12,289 shares; 2025Q3: 13,364 shares 13,364 $1.79M 0.21% +1,075 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,037 shares; 2025Q2: 27,728 shares; 2025Q3: 43,172 shares 43,172 $1.78M 0.21% +15,444 Timeline AIRR 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: 17,976 shares 17,976 $1.74M 0.2% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,771 shares; 2024Q4: 89,240 shares; 2025Q1: 82,430 shares; 2025Q2: 41,676 shares; 2025Q3: 37,373 shares 37,373 $1.73M 0.2% -4,303 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: 1,158 shares; 2024Q4: 764 shares; 2025Q1: 912 shares; 2025Q2: 1,113 shares; 2025Q3: 2,331 shares 2,331 $1.71M 0.2% +1,218 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: 10,709 shares; 2024Q4: 9,701 shares; 2025Q1: 8,907 shares; 2025Q2: 8,827 shares; 2025Q3: 10,175 shares 10,175 $1.7M 0.2% +1,348 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,362 shares; 2025Q2: 20,036 shares; 2025Q3: 30,076 shares 30,076 $1.7M 0.2% +10,040 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: 8,828 shares; 2024Q4: 5,879 shares; 2025Q1: 3,473 shares; 2025Q2: 3,535 shares; 2025Q3: 3,546 shares 3,546 $1.7M 0.2% +11 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: 34,141 shares; 2024Q4: 28,764 shares; 2025Q1: 27,966 shares; 2025Q2: 26,288 shares; 2025Q3: 24,467 shares 24,467 $1.67M 0.2% -1,821 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,736 shares; 2024Q4: 88,040 shares; 2025Q1: 85,446 shares; 2025Q2: 66,231 shares; 2025Q3: 28,896 shares 28,896 $1.65M 0.19% -37,335 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: 6,312 shares; 2024Q4: 5,990 shares; 2025Q1: 6,124 shares; 2025Q2: 5,808 shares; 2025Q3: 5,725 shares 5,725 $1.62M 0.19% -83 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,534 shares; 2024Q4: 16,085 shares; 2025Q1: 16,091 shares; 2025Q2: 16,703 shares; 2025Q3: 17,018 shares 17,018 $1.61M 0.19% +315 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: not reported; 2024Q4: 9,839 shares; 2025Q1: 13,198 shares; 2025Q2: 16,264 shares; 2025Q3: 23,994 shares 23,994 $1.56M 0.18% +7,730 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: 11,225 shares; 2024Q4: 12,840 shares; 2025Q1: 13,375 shares; 2025Q2: 17,975 shares; 2025Q3: 13,825 shares 13,825 $1.54M 0.18% -4,150 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,498 shares 15,498 $1.54M 0.18% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,702 shares; 2024Q4: 16,660 shares; 2025Q1: 7,594 shares; 2025Q2: 17,829 shares; 2025Q3: 18,427 shares 18,427 $1.53M 0.18% +598 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: 13,034 shares; 2024Q4: 10,275 shares; 2025Q1: 10,024 shares; 2025Q2: 9,762 shares; 2025Q3: 9,795 shares 9,795 $1.5M 0.18% +33 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,087 shares; 2025Q1: 9,220 shares; 2025Q2: 8,004 shares; 2025Q3: 7,483 shares 7,483 $1.49M 0.17% -521 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,713 shares 5,713 $1.45M 0.17% new 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: 9,111 shares; 2024Q4: 9,443 shares; 2025Q1: 10,813 shares; 2025Q2: 10,462 shares; 2025Q3: 10,136 shares 10,136 $1.42M 0.17% -326 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: 7,624 shares; 2024Q4: 7,042 shares; 2025Q1: 7,075 shares; 2025Q2: 7,131 shares; 2025Q3: 15,288 shares 15,288 $1.37M 0.16% +8,157 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,782 shares; 2024Q4: 19,314 shares; 2025Q1: 19,430 shares; 2025Q2: 15,078 shares; 2025Q3: 13,807 shares 13,807 $1.32M 0.15% -1,271 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 8,172 shares; 2025Q1: 8,890 shares; 2025Q2: 9,309 shares; 2025Q3: 9,389 shares 9,389 $1.28M 0.15% +80 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: 3,975 shares; 2024Q4: 3,589 shares; 2025Q1: 3,601 shares; 2025Q2: 3,602 shares; 2025Q3: 4,535 shares 4,535 $1.28M 0.15% +933 Timeline IHAK 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: 14,580 shares; 2024Q4: 18,331 shares; 2025Q1: 21,666 shares; 2025Q2: 22,481 shares; 2025Q3: 24,065 shares 24,065 $1.26M 0.15% +1,584 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 8,294 shares; 2025Q1: 10,788 shares; 2025Q2: 19,078 shares; 2025Q3: 23,882 shares 23,882 $1.25M 0.15% +4,804 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,029 shares 6,029 $1.23M 0.14% new 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: 7,771 shares; 2024Q4: 4,764 shares; 2025Q1: 4,871 shares; 2025Q2: 7,834 shares; 2025Q3: 7,100 shares 7,100 $1.21M 0.14% -734 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,377 shares; 2024Q4: 56,115 shares; 2025Q1: 59,419 shares; 2025Q2: 62,307 shares; 2025Q3: 63,290 shares 63,290 $1.21M 0.14% +983 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 5,889 shares; 2025Q1: 5,543 shares; 2025Q2: 6,532 shares; 2025Q3: 25,890 shares 25,890 $1.2M 0.14% +19,358 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: not reported; 2024Q4: 4,172 shares; 2025Q1: 5,183 shares; 2025Q2: 5,624 shares; 2025Q3: 6,522 shares 6,522 $1.19M 0.14% +898 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,386 shares; 2024Q4: 50,283 shares; 2025Q1: 50,738 shares; 2025Q2: 52,205 shares; 2025Q3: 50,460 shares 50,460 $1.18M 0.14% -1,745 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: 10,939 shares; 2024Q4: 25,450 shares; 2025Q1: 12,229 shares; 2025Q2: 4,589 shares; 2025Q3: 4,857 shares 4,857 $1.18M 0.14% +268 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,490 shares 20,490 $1.17M 0.14% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,294 shares; 2024Q4: 62,440 shares; 2025Q1: 55,236 shares; 2025Q2: 23,173 shares; 2025Q3: 17,269 shares 17,269 $1.17M 0.14% -5,904 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,647 shares; 2024Q4: 20,218 shares; 2025Q1: 20,093 shares; 2025Q2: 19,635 shares; 2025Q3: 18,011 shares 18,011 $1.16M 0.14% -1,624 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,182 shares 12,182 $1.16M 0.14% new 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: 4,579 shares; 2024Q4: 2,942 shares; 2025Q1: 2,843 shares; 2025Q2: 2,747 shares; 2025Q3: 3,345 shares 3,345 $1.14M 0.13% +598 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: 11,132 shares; 2024Q4: 9,342 shares; 2025Q1: 13,381 shares; 2025Q2: 12,663 shares; 2025Q3: 16,885 shares 16,885 $1.12M 0.13% +4,222 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,116 shares; 2024Q4: 38,372 shares; 2025Q1: 40,836 shares; 2025Q2: 19,730 shares; 2025Q3: 19,379 shares 19,379 $1.11M 0.13% -351 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: 8,164 shares; 2024Q4: 6,654 shares; 2025Q1: 6,626 shares; 2025Q2: 6,108 shares; 2025Q3: 6,559 shares 6,559 $1.09M 0.13% +451 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,963 shares; 2024Q4: 17,804 shares; 2025Q1: 20,939 shares; 2025Q2: 22,572 shares; 2025Q3: 23,858 shares 23,858 $1.09M 0.13% +1,286 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: 831 shares; 2024Q4: 709 shares; 2025Q1: 752 shares; 2025Q2: 1,143 shares; 2025Q3: 909 shares 909 $1.09M 0.13% -234 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,177 shares; 2025Q2: 33,023 shares; 2025Q3: 39,896 shares 39,896 $1.09M 0.13% +6,873 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,471 shares; 2025Q2: 37,559 shares; 2025Q3: 45,197 shares 45,197 $1.08M 0.13% +7,638 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: 4,258 shares; 2024Q4: 3,551 shares; 2025Q1: 3,264 shares; 2025Q2: 4,253 shares; 2025Q3: 3,545 shares 3,545 $1.08M 0.13% -708 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,433 shares; 2024Q4: 23,022 shares; 2025Q1: 26,223 shares; 2025Q2: 25,356 shares; 2025Q3: 25,069 shares 25,069 $1.06M 0.12% -287 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: 3,318 shares; 2024Q4: 2,950 shares; 2025Q1: 3,088 shares; 2025Q2: 3,072 shares; 2025Q3: 3,747 shares 3,747 $1.06M 0.12% +675 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: 4,432 shares; 2024Q4: 4,443 shares; 2025Q1: 4,340 shares; 2025Q2: 3,672 shares; 2025Q3: 3,238 shares 3,238 $1.06M 0.12% -434 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,587 shares; 2024Q4: 11,522 shares; 2025Q1: 10,446 shares; 2025Q2: 11,829 shares; 2025Q3: 12,503 shares 12,503 $1.04M 0.12% +674 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 5,294 shares; 2025Q1: 3,792 shares; 2025Q2: 3,340 shares; 2025Q3: 3,300 shares 3,300 $1.03M 0.12% -40 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,776 shares; 2025Q2: 3,621 shares; 2025Q3: 3,990 shares 3,990 $983K 0.12% +369 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: 17,068 shares; 2024Q4: 13,513 shares; 2025Q1: 13,078 shares; 2025Q2: 12,980 shares; 2025Q3: 14,691 shares 14,691 $974K 0.11% +1,711 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: 15,813 shares; 2024Q4: 10,610 shares; 2025Q1: 5,129 shares; 2025Q2: 5,031 shares; 2025Q3: 5,195 shares 5,195 $969K 0.11% +164 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: 6,737 shares; 2024Q4: 1,850 shares; 2025Q1: 2,173 shares; 2025Q2: 1,905 shares; 2025Q3: 3,174 shares 3,174 $955K 0.11% +1,269 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,922 shares; 2024Q4: 27,282 shares; 2025Q1: 27,644 shares; 2025Q2: 27,371 shares; 2025Q3: 27,440 shares 27,440 $946K 0.11% +69 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,265 shares; 2025Q1: 2,244 shares; 2025Q2: 2,000 shares; 2025Q3: 1,990 shares 1,990 $945K 0.11% -10 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 6,918 shares; 2025Q1: 8,395 shares; 2025Q2: 12,837 shares; 2025Q3: 13,186 shares 13,186 $938K 0.11% +349 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 5,063 shares; 2025Q1: 5,474 shares; 2025Q2: 5,300 shares; 2025Q3: 7,554 shares 7,554 $935K 0.11% +2,254 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,976 shares; 2024Q4: 20,867 shares; 2025Q1: 20,579 shares; 2025Q2: 22,536 shares; 2025Q3: 21,625 shares 21,625 $933K 0.11% -911 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,106 shares; 2024Q4: 14,154 shares; 2025Q1: 14,851 shares; 2025Q2: 11,721 shares; 2025Q3: 12,917 shares 12,917 $924K 0.11% +1,196 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 7,187 shares; 2025Q1: 5,499 shares; 2025Q2: 4,840 shares; 2025Q3: 5,801 shares 5,801 $922K 0.11% +961 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 7,763 shares; 2025Q1: 6,585 shares; 2025Q2: 6,752 shares; 2025Q3: 6,579 shares 6,579 $921K 0.11% -173 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 8,449 shares; 2025Q1: 8,417 shares; 2025Q2: 8,291 shares; 2025Q3: 7,959 shares 7,959 $912K 0.11% -332 Timeline XLB 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: 25,951 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,998 shares; 2025Q3: 10,115 shares 10,115 $907K 0.11% +2,117 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 14,042 shares; 2025Q1: 18,251 shares; 2025Q2: 19,279 shares; 2025Q3: 19,899 shares 19,899 $900K 0.11% +620 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: 742 shares; 2024Q4: 640 shares; 2025Q1: 633 shares; 2025Q2: 942 shares; 2025Q3: 968 shares 968 $896K 0.1% +26 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: 662 shares; 2025Q1: 763 shares; 2025Q2: 777 shares; 2025Q3: 768 shares 768 $895K 0.1% -9 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: 1,512 shares; 2024Q4: 1,242 shares; 2025Q1: 1,203 shares; 2025Q2: 1,153 shares; 2025Q3: 1,172 shares 1,172 $894K 0.1% +19 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: 8,036 shares; 2024Q4: 21,261 shares; 2025Q1: 33,621 shares; 2025Q2: 22,448 shares; 2025Q3: 20,828 shares 20,828 $891K 0.1% -1,620 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,103 shares 15,103 $889K 0.1% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,549 shares; 2025Q1: 2,548 shares; 2025Q2: 2,623 shares; 2025Q3: 2,593 shares 2,593 $884K 0.1% -30 Timeline ARKW 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: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,200 shares; 2025Q2: 5,150 shares; 2025Q3: 5,000 shares 5,000 $873K 0.1% -150 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,618 shares; 2024Q4: 12,276 shares; 2025Q1: 12,383 shares; 2025Q2: 10,796 shares; 2025Q3: 10,704 shares 10,704 $873K 0.1% -92 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,320 shares; 2024Q4: 17,964 shares; 2025Q1: 22,616 shares; 2025Q2: 18,738 shares; 2025Q3: 19,282 shares 19,282 $870K 0.1% +544 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,075 shares; 2024Q4: 34,406 shares; 2025Q1: 42,283 shares; 2025Q2: 46,994 shares; 2025Q3: 46,312 shares 46,312 $866K 0.1% -682 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,415 shares 28,415 $861K 0.1% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 3,539 shares; 2025Q1: 3,537 shares; 2025Q2: 3,161 shares; 2025Q3: 3,146 shares 3,146 $858K 0.1% -15 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,228 shares; 2024Q4: 16,064 shares; 2025Q1: 14,261 shares; 2025Q2: 14,522 shares; 2025Q3: 16,456 shares 16,456 $858K 0.1% +1,934 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: 10,277 shares; 2024Q4: 11,588 shares; 2025Q1: 12,140 shares; 2025Q2: 14,526 shares; 2025Q3: 16,230 shares 16,230 $837K 0.1% +1,704 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,714 shares; 2024Q4: 29,715 shares; 2025Q1: 27,939 shares; 2025Q2: 24,109 shares; 2025Q3: 25,853 shares 25,853 $812K 0.1% +1,744 Timeline DWM 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: 12,036 shares; 2024Q4: 12,036 shares; 2025Q1: 11,891 shares; 2025Q2: 11,891 shares; 2025Q3: 12,261 shares 12,261 $812K 0.1% +370 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,785 shares; 2024Q4: 19,004 shares; 2025Q1: 17,609 shares; 2025Q2: 18,484 shares; 2025Q3: 18,592 shares 18,592 $807K 0.09% +108 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: 85,110 shares; 2024Q4: 58,146 shares; 2025Q1: 52,668 shares; 2025Q2: 48,338 shares; 2025Q3: 52,858 shares 52,858 $789K 0.09% +4,520 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: 11,565 shares; 2024Q4: 11,430 shares; 2025Q1: 10,551 shares; 2025Q2: 10,376 shares; 2025Q3: 9,729 shares 9,729 $785K 0.09% -647 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: 2,813 shares; 2024Q4: 2,459 shares; 2025Q1: 1,955 shares; 2025Q2: 1,665 shares; 2025Q3: 4,108 shares 4,108 $779K 0.09% +2,443 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 6,102 shares; 2025Q1: 5,862 shares; 2025Q2: 8,041 shares; 2025Q3: 10,676 shares 10,676 $779K 0.09% +2,635 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: 1,308 shares; 2024Q4: 1,112 shares; 2025Q1: 827 shares; 2025Q2: 1,681 shares; 2025Q3: 1,910 shares 1,910 $774K 0.09% +229 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 6,202 shares; 2025Q3: 7,279 shares 7,279 $753K 0.09% +1,077 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: 15,568 shares; 2024Q4: 9,032 shares; 2025Q1: 9,311 shares; 2025Q2: 9,680 shares; 2025Q3: 9,946 shares 9,946 $751K 0.09% +266 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,314 shares; 2024Q4: 12,795 shares; 2025Q1: 12,556 shares; 2025Q2: 12,283 shares; 2025Q3: 12,545 shares 12,545 $749K 0.09% +262 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: 2,705 shares; 2024Q4: 2,576 shares; 2025Q1: 2,017 shares; 2025Q2: 2,639 shares; 2025Q3: 2,162 shares 2,162 $747K 0.09% -477 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,594 shares; 2025Q1: 1,507 shares; 2025Q2: 1,555 shares; 2025Q3: 2,968 shares 2,968 $746K 0.09% +1,413 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: 22,656 shares; 2024Q4: 17,602 shares; 2025Q1: 8,068 shares; 2025Q2: 9,323 shares; 2025Q3: 7,261 shares 7,261 $737K 0.09% -2,062 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,635 shares; 2024Q4: 31,375 shares; 2025Q1: 28,613 shares; 2025Q2: 27,548 shares; 2025Q3: 27,918 shares 27,918 $727K 0.09% +370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,409 shares 14,409 $724K 0.08% new Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,105 shares; 2025Q2: 46,405 shares; 2025Q3: 39,140 shares 39,140 $721K 0.08% -7,265 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: 6,048 shares; 2024Q4: 5,238 shares; 2025Q1: 7,144 shares; 2025Q2: 6,836 shares; 2025Q3: 8,508 shares 8,508 $714K 0.08% +1,672 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 1,849 shares; 2025Q1: 1,860 shares; 2025Q2: 2,088 shares; 2025Q3: 3,789 shares 3,789 $711K 0.08% +1,701 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 5,199 shares; 2025Q1: 4,956 shares; 2025Q2: 4,938 shares; 2025Q3: 5,341 shares 5,341 $701K 0.08% +403 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,957 shares; 2024Q4: 16,636 shares; 2025Q1: 16,824 shares; 2025Q2: 7,511 shares; 2025Q3: 6,943 shares 6,943 $699K 0.08% -568 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,448 shares; 2024Q4: 5,423 shares; 2025Q1: 5,423 shares; 2025Q2: 4,715 shares; 2025Q3: 4,770 shares 4,770 $695K 0.08% +55 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: 2,389 shares; 2024Q4: 2,622 shares; 2025Q1: 2,539 shares; 2025Q2: 2,591 shares; 2025Q3: 3,116 shares 3,116 $688K 0.08% +525 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: 4,237 shares; 2024Q4: 2,883 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 3,122 shares 3,122 $674K 0.08% +1,554 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,958 shares; 2025Q1: 12,440 shares; 2025Q2: 14,279 shares; 2025Q3: 15,910 shares 15,910 $669K 0.08% +1,631 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: 2,442 shares; 2024Q4: 1,750 shares; 2025Q1: 1,551 shares; 2025Q2: 1,918 shares; 2025Q3: 2,369 shares 2,369 $662K 0.08% +451 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: 1,402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,027 shares 4,027 $652K 0.08% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,651 shares; 2025Q1: 2,288 shares; 2025Q2: 1,920 shares; 2025Q3: 1,880 shares 1,880 $651K 0.08% -40 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 4,101 shares; 2025Q1: 3,327 shares; 2025Q2: 3,306 shares; 2025Q3: 3,311 shares 3,311 $648K 0.08% +5 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,373 shares; 2024Q4: 17,235 shares; 2025Q1: 17,511 shares; 2025Q2: 17,315 shares; 2025Q3: 17,480 shares 17,480 $644K 0.08% +165 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,944 shares; 2024Q4: 7,428 shares; 2025Q1: 8,246 shares; 2025Q2: 7,130 shares; 2025Q3: 7,080 shares 7,080 $637K 0.07% -50 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,007 shares; 2024Q4: 4,015 shares; 2025Q1: 3,719 shares; 2025Q2: 3,230 shares; 2025Q3: 3,464 shares 3,464 $636K 0.07% +234 Timeline TDVI 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: 21,996 shares 21,996 $630K 0.07% new Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 21,150 shares; 2025Q3: 22,010 shares 22,010 $630K 0.07% +860 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,210 shares; 2024Q4: 11,314 shares; 2025Q1: 13,349 shares; 2025Q2: 8,171 shares; 2025Q3: 8,265 shares 8,265 $628K 0.07% +94 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,813 shares; 2025Q1: 3,258 shares; 2025Q2: 1,394 shares; 2025Q3: 2,903 shares 2,903 $627K 0.07% +1,509 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 9,813 shares; 2025Q1: 12,079 shares; 2025Q2: 11,997 shares; 2025Q3: 11,875 shares 11,875 $622K 0.07% -122 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 8,057 shares; 2025Q1: 8,285 shares; 2025Q2: 8,177 shares; 2025Q3: 9,185 shares 9,185 $621K 0.07% +1,008 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: 4,714 shares; 2024Q4: 4,342 shares; 2025Q1: 5,009 shares; 2025Q2: 5,112 shares; 2025Q3: 5,471 shares 5,471 $615K 0.07% +359 Timeline UFOX 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: 9,090 shares; 2024Q4: 9,110 shares; 2025Q1: 9,110 shares; 2025Q2: 9,110 shares; 2025Q3: 9,910 shares 9,910 $611K 0.07% +800 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,067 shares; 2025Q2: 28,369 shares; 2025Q3: 24,074 shares 24,074 $604K 0.07% -4,295 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,685 shares 15,685 $598K 0.07% new 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: 1,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 3,945 shares 3,945 $596K 0.07% +2,345 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,171 shares; 2025Q3: 60,796 shares 60,796 $595K 0.07% +24,625 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: 5,637 shares; 2024Q4: 7,037 shares; 2025Q1: 5,039 shares; 2025Q2: 4,293 shares; 2025Q3: 5,175 shares 5,175 $593K 0.07% +882 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,101 shares; 2025Q1: 3,079 shares; 2025Q2: 3,085 shares; 2025Q3: 3,021 shares 3,021 $582K 0.07% -64 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 3,891 shares; 2025Q1: 3,974 shares; 2025Q2: 3,885 shares; 2025Q3: 8,793 shares 8,793 $580K 0.07% +4,908 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 8,023 shares; 2025Q1: 8,353 shares; 2025Q2: 9,066 shares; 2025Q3: 9,327 shares 9,327 $574K 0.07% +261 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 6,423 shares; 2025Q1: 5,935 shares; 2025Q2: 5,216 shares; 2025Q3: 5,081 shares 5,081 $570K 0.07% -135 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,561 shares; 2025Q1: 12,619 shares; 2025Q2: 13,672 shares; 2025Q3: 15,047 shares 15,047 $569K 0.07% +1,375 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: 5,519 shares; 2024Q4: 4,989 shares; 2025Q1: 4,105 shares; 2025Q2: 5,633 shares; 2025Q3: 3,920 shares 3,920 $567K 0.07% -1,713 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437 shares 3,437 $566K 0.07% new 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: 982 shares; 2024Q4: 976 shares; 2025Q1: 879 shares; 2025Q2: 853 shares; 2025Q3: 980 shares 980 $557K 0.07% +127 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 7,202 shares; 2025Q1: 7,202 shares; 2025Q2: 7,277 shares; 2025Q3: 7,281 shares 7,281 $557K 0.07% +4 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: 11,344 shares; 2024Q4: 7,101 shares; 2025Q1: 6,137 shares; 2025Q2: 6,567 shares; 2025Q3: 6,559 shares 6,559 $550K 0.06% -8 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,129 shares; 2024Q4: 25,853 shares; 2025Q1: 27,400 shares; 2025Q2: 29,307 shares; 2025Q3: 29,379 shares 29,379 $536K 0.06% +72 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,330 shares; 2025Q1: 3,181 shares; 2025Q2: 2,789 shares; 2025Q3: 2,767 shares 2,767 $535K 0.06% -22 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,373 shares; 2024Q4: 18,161 shares; 2025Q1: 18,051 shares; 2025Q2: 18,965 shares; 2025Q3: 19,840 shares 19,840 $532K 0.06% +875 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 19,839 shares; 2025Q1: 23,511 shares; 2025Q2: 19,153 shares; 2025Q3: 18,889 shares 18,889 $527K 0.06% -264 DURA 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: 16,064 shares; 2024Q4: 15,825 shares; 2025Q1: 15,624 shares; 2025Q2: 15,694 shares; 2025Q3: 15,520 shares 15,520 $526K 0.06% -174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,173 shares 9,173 $526K 0.06% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,982 shares; 2024Q4: 10,159 shares; 2025Q1: 8,573 shares; 2025Q2: 7,373 shares; 2025Q3: 6,942 shares 6,942 $523K 0.06% -431 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: 3,211 shares; 2024Q4: 1,409 shares; 2025Q1: 805 shares; 2025Q2: 1,262 shares; 2025Q3: 1,096 shares 1,096 $523K 0.06% -166 Timeline MDIV 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: 25,495 shares; 2024Q4: 25,495 shares; 2025Q1: 25,495 shares; 2025Q2: 25,495 shares; 2025Q3: 32,117 shares 32,117 $515K 0.06% +6,622 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: 2,501 shares; 2024Q4: 3,282 shares; 2025Q1: 3,221 shares; 2025Q2: 2,557 shares; 2025Q3: 2,441 shares 2,441 $514K 0.06% -116 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,145 shares; 2024Q4: 5,508 shares; 2025Q1: 5,968 shares; 2025Q2: 4,913 shares; 2025Q3: 4,871 shares 4,871 $512K 0.06% -42 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,388 shares; 2024Q4: 9,495 shares; 2025Q1: 8,903 shares; 2025Q2: 7,723 shares; 2025Q3: 6,717 shares 6,717 $508K 0.06% -1,006 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 5,653 shares; 2025Q1: 4,762 shares; 2025Q2: 3,861 shares; 2025Q3: 3,861 shares 3,861 $503K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,189 shares; 2025Q2: 3,800 shares; 2025Q3: 4,037 shares 4,037 $502K 0.06% +237 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 5,969 shares; 2025Q1: 6,003 shares; 2025Q2: 6,080 shares; 2025Q3: 6,428 shares 6,428 $501K 0.06% +348 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER 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: 38,307 shares; 2025Q1: 20,742 shares; 2025Q2: 20,742 shares; 2025Q3: 39,726 shares 39,726 $500K 0.06% +18,984 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: 6,582 shares; 2024Q4: 5,801 shares; 2025Q1: 5,907 shares; 2025Q2: 6,521 shares; 2025Q3: 5,265 shares 5,265 $499K 0.06% -1,256 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,539 shares; 2024Q4: 7,776 shares; 2025Q1: 8,142 shares; 2025Q2: 6,794 shares; 2025Q3: 6,700 shares 6,700 $498K 0.06% -94 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: 639 shares; 2024Q4: 1,428 shares; 2025Q1: 1,630 shares; 2025Q2: 1,530 shares; 2025Q3: 2,445 shares 2,445 $498K 0.06% +915 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,665 shares; 2024Q4: 9,679 shares; 2025Q1: 11,247 shares; 2025Q2: 11,143 shares; 2025Q3: 11,679 shares 11,679 $497K 0.06% +536 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 520 shares; 2025Q2: 521 shares; 2025Q3: 651 shares 651 $494K 0.06% +130 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,358 shares; 2025Q1: 6,358 shares; 2025Q2: 6,358 shares; 2025Q3: 8,458 shares 8,458 $492K 0.06% +2,100 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,140 shares; 2025Q2: 24,450 shares; 2025Q3: 20,495 shares 20,495 $492K 0.06% -3,955 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,150 shares; 2025Q1: 27,150 shares; 2025Q2: 31,150 shares; 2025Q3: 34,261 shares 34,261 $489K 0.06% +3,111 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,934 shares; 2024Q4: 35,585 shares; 2025Q1: 34,779 shares; 2025Q2: 30,756 shares; 2025Q3: 30,719 shares 30,719 $482K 0.06% -37 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,439 shares 9,439 $481K 0.06% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,861 shares; 2025Q2: 8,186 shares; 2025Q3: 7,989 shares 7,989 $477K 0.06% -197 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,596 shares; 2025Q1: 1,748 shares; 2025Q2: not reported; 2025Q3: 2,675 shares 2,675 $477K 0.06% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 3,309 shares; 2025Q1: 3,468 shares; 2025Q2: 2,897 shares; 2025Q3: 2,782 shares 2,782 $475K 0.06% -115 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,487 shares; 2025Q3: 2,487 shares 2,487 $474K 0.06% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: not reported; 2025Q1: 4,768 shares; 2025Q2: 7,110 shares; 2025Q3: 8,549 shares 8,549 $473K 0.06% +1,439 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,411 shares 4,411 $470K 0.05% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,526 shares; 2025Q1: 2,625 shares; 2025Q2: 2,442 shares; 2025Q3: 2,531 shares 2,531 $467K 0.05% +89 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,478 shares; 2025Q2: 4,936 shares; 2025Q3: 4,966 shares 4,966 $466K 0.05% +30 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,049 shares; 2025Q2: 20,469 shares; 2025Q3: 17,346 shares 17,346 $457K 0.05% -3,123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares 932 $457K 0.05% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,158 shares; 2025Q3: 10,287 shares 10,287 $453K 0.05% +3,129 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,336 shares; 2024Q4: 289,228 shares; 2025Q1: 249,747 shares; 2025Q2: 16,336 shares; 2025Q3: 16,336 shares 16,336 $449K 0.05% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 1,638 shares; 2025Q1: 1,461 shares; 2025Q2: 2,012 shares; 2025Q3: 1,531 shares 1,531 $449K 0.05% -481 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,949 shares 11,949 $448K 0.05% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,462 shares 5,462 $448K 0.05% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 3,649 shares; 2025Q1: 2,915 shares; 2025Q2: 2,866 shares; 2025Q3: 2,847 shares 2,847 $447K 0.05% -19 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,672 shares; 2024Q4: 26,881 shares; 2025Q1: 25,948 shares; 2025Q2: 24,119 shares; 2025Q3: 23,944 shares 23,944 $446K 0.05% -175 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 3,824 shares; 2025Q1: 3,850 shares; 2025Q2: 3,288 shares; 2025Q3: 3,199 shares 3,199 $445K 0.05% -89 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,456 shares; 2024Q4: 15,603 shares; 2025Q1: 17,980 shares; 2025Q2: 19,335 shares; 2025Q3: 21,550 shares 21,550 $440K 0.05% +2,215 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: 3,626 shares; 2024Q4: 2,878 shares; 2025Q1: 2,953 shares; 2025Q2: 2,416 shares; 2025Q3: 2,710 shares 2,710 $440K 0.05% +294 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares 4,655 $439K 0.05% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 10,240 shares; 2025Q1: 8,926 shares; 2025Q2: 4,432 shares; 2025Q3: 3,900 shares 3,900 $433K 0.05% -532 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,693 shares; 2025Q1: 4,452 shares; 2025Q2: 4,472 shares; 2025Q3: 4,367 shares 4,367 $433K 0.05% -105 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,564 shares; 2025Q1: 1,512 shares; 2025Q2: 1,633 shares; 2025Q3: 1,758 shares 1,758 $432K 0.05% +125 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,571 shares 10,571 $429K 0.05% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares 3,564 $427K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536 shares 536 $427K 0.05% new 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: 2,225 shares; 2024Q4: 1,817 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,048 shares 1,048 $422K 0.05% -34 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,040 shares; 2025Q1: 6,889 shares; 2025Q2: 6,921 shares; 2025Q3: 6,229 shares 6,229 $421K 0.05% -692 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 8,724 shares; 2025Q1: 3,754 shares; 2025Q2: 3,586 shares; 2025Q3: 3,766 shares 3,766 $421K 0.05% +180 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,985 shares; 2024Q4: 9,185 shares; 2025Q1: 7,594 shares; 2025Q2: 7,873 shares; 2025Q3: 7,873 shares 7,873 $420K 0.05% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,033 shares; 2025Q1: 1,031 shares; 2025Q2: 1,011 shares; 2025Q3: 1,137 shares 1,137 $420K 0.05% +126 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,142 shares; 2024Q4: 27,158 shares; 2025Q1: 31,886 shares; 2025Q2: 26,634 shares; 2025Q3: 26,566 shares 26,566 $419K 0.05% -68 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 6,612 shares; 2025Q1: 7,078 shares; 2025Q2: 6,725 shares; 2025Q3: 7,111 shares 7,111 $417K 0.05% +386 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 1,343 shares; 2025Q1: 1,340 shares; 2025Q2: 2,157 shares; 2025Q3: 2,073 shares 2,073 $417K 0.05% -84 Timeline RSPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,151 shares 8,151 $416K 0.05% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,749 shares; 2024Q4: 5,188 shares; 2025Q1: 5,188 shares; 2025Q2: 5,489 shares; 2025Q3: 5,159 shares 5,159 $416K 0.05% -330 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: 20,667 shares; 2024Q4: 18,486 shares; 2025Q1: 17,078 shares; 2025Q2: 14,070 shares; 2025Q3: 12,380 shares 12,380 $415K 0.05% -1,690 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 11,726 shares; 2025Q1: 10,752 shares; 2025Q2: 10,752 shares; 2025Q3: 10,752 shares 10,752 $415K 0.05% 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: 832 shares; 2024Q4: 744 shares; 2025Q1: 769 shares; 2025Q2: 752 shares; 2025Q3: 1,103 shares 1,103 $413K 0.05% +351 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 3,151 shares 3,151 $406K 0.05% +1,775 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,379 shares; 2024Q4: 6,577 shares; 2025Q1: 6,360 shares; 2025Q2: 5,829 shares; 2025Q3: 3,662 shares 3,662 $406K 0.05% -2,167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,561 shares 4,561 $404K 0.05% new Timeline ARKG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,681 shares; 2025Q3: 14,515 shares 14,515 $403K 0.05% -1,166 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,593 shares; 2024Q4: 13,294 shares; 2025Q1: 17,484 shares; 2025Q2: 19,093 shares; 2025Q3: 17,462 shares 17,462 $400K 0.05% -1,631 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 4,017 shares; 2025Q1: 2,973 shares; 2025Q2: 2,602 shares; 2025Q3: 2,573 shares 2,573 $399K 0.05% -29 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,211 shares; 2024Q4: 6,604 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 4,100 shares 4,100 $396K 0.05% -1,192 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: 5,704 shares; 2024Q4: 5,321 shares; 2025Q1: 4,496 shares; 2025Q2: 4,595 shares; 2025Q3: 4,622 shares 4,622 $386K 0.05% +27 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,992 shares; 2025Q1: 13,962 shares; 2025Q2: 14,052 shares; 2025Q3: 14,247 shares 14,247 $385K 0.05% +195 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,338 shares; 2025Q1: 2,296 shares; 2025Q2: 2,271 shares; 2025Q3: 2,318 shares 2,318 $385K 0.05% +47 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: not reported; 2024Q4: not reported; 2025Q1: 8,011 shares; 2025Q2: 9,018 shares; 2025Q3: 8,578 shares 8,578 $377K 0.04% -440 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: 7,125 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,098 shares; 2025Q3: 4,476 shares 4,476 $377K 0.04% -622 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,577 shares; 2024Q4: 8,117 shares; 2025Q1: 8,149 shares; 2025Q2: 8,311 shares; 2025Q3: 8,375 shares 8,375 $376K 0.04% +64 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,905 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 3,383 shares 3,383 $372K 0.04% +847 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: 2,100 shares; 2024Q4: 836 shares; 2025Q1: 571 shares; 2025Q2: 1,442 shares; 2025Q3: 780 shares 780 $357K 0.04% -662 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: 1,978 shares; 2024Q4: 1,713 shares; 2025Q1: 1,417 shares; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500 $355K 0.04% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,798 shares; 2025Q1: 1,744 shares; 2025Q2: 1,674 shares; 2025Q3: 2,099 shares 2,099 $353K 0.04% +425 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 2,977 shares; 2025Q1: 3,196 shares; 2025Q2: 2,527 shares; 2025Q3: 2,494 shares 2,494 $351K 0.04% -33 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,275 shares; 2024Q4: 15,950 shares; 2025Q1: 16,950 shares; 2025Q2: 25,494 shares; 2025Q3: 27,745 shares 27,745 $351K 0.04% +2,251 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,970 shares; 2024Q4: 15,230 shares; 2025Q1: 14,175 shares; 2025Q2: 10,412 shares; 2025Q3: 9,140 shares 9,140 $350K 0.04% -1,272 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 6,232 shares; 2025Q2: 4,890 shares; 2025Q3: 4,777 shares 4,777 $348K 0.04% -113 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 4,873 shares; 2025Q1: 4,886 shares; 2025Q2: 4,593 shares; 2025Q3: 5,861 shares 5,861 $347K 0.04% +1,268 NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,071 shares; 2025Q1: 6,446 shares; 2025Q2: 6,752 shares; 2025Q3: 6,752 shares 6,752 $346K 0.04% 0 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: 1,257 shares; 2024Q4: 1,174 shares; 2025Q1: 1,098 shares; 2025Q2: 1,133 shares; 2025Q3: 1,396 shares 1,396 $344K 0.04% +263 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,862 shares; 2024Q4: 17,481 shares; 2025Q1: 17,372 shares; 2025Q2: not reported; 2025Q3: 3,743 shares 3,743 $343K 0.04% new Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 18,435 shares 18,435 $343K 0.04% +3,235 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 556 shares 556 $342K 0.04% +87 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: 21,555 shares; 2024Q4: 12,997 shares; 2025Q1: 4,320 shares; 2025Q2: not reported; 2025Q3: 5,701 shares 5,701 $342K 0.04% new Timeline IUSV 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: 3,397 shares 3,397 $340K 0.04% new Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 6,209 shares; 2025Q1: 6,722 shares; 2025Q2: 7,955 shares; 2025Q3: 8,009 shares 8,009 $338K 0.04% +54 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 362 shares 362 $338K 0.04% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 591 shares; 2025Q1: 640 shares; 2025Q2: 574 shares; 2025Q3: 553 shares 553 $337K 0.04% -21 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 5,216 shares; 2025Q1: 4,714 shares; 2025Q2: 4,204 shares; 2025Q3: 3,756 shares 3,756 $337K 0.04% -448 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,636 shares 3,636 $333K 0.04% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 3,643 shares; 2025Q1: 3,962 shares; 2025Q2: 4,852 shares; 2025Q3: 6,574 shares 6,574 $331K 0.04% +1,722 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,317 shares 14,317 $331K 0.04% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,470 shares; 2024Q4: 23,796 shares; 2025Q1: 12,594 shares; 2025Q2: 8,663 shares; 2025Q3: 11,597 shares 11,597 $328K 0.04% +2,934 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,774 shares; 2025Q3: 7,451 shares 7,451 $326K 0.04% +677 Timeline JPUS 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: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares 2,630 $326K 0.04% 0 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares 6,950 $324K 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,364 shares; 2025Q1: 1,436 shares; 2025Q2: 1,468 shares; 2025Q3: 1,508 shares 1,508 $324K 0.04% +40 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,572 shares 9,572 $323K 0.04% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 2,478 shares; 2025Q3: 2,188 shares 2,188 $322K 0.04% -290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares 1,922 $322K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 519 shares; 2025Q1: 579 shares; 2025Q2: 508 shares; 2025Q3: 656 shares 656 $318K 0.04% +148 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 999 shares; 2025Q1: 1,075 shares; 2025Q2: 895 shares; 2025Q3: 1,279 shares 1,279 $316K 0.04% +384 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,264 shares; 2025Q1: 1,876 shares; 2025Q2: not reported; 2025Q3: 2,461 shares 2,461 $316K 0.04% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 5,014 shares; 2025Q1: 5,939 shares; 2025Q2: 6,944 shares; 2025Q3: 6,382 shares 6,382 $313K 0.04% -562 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,032 shares; 2025Q1: 4,707 shares; 2025Q2: 4,354 shares; 2025Q3: 5,748 shares 5,748 $312K 0.04% +1,394 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 11,068 shares; 2025Q1: 10,239 shares; 2025Q2: 9,003 shares; 2025Q3: 11,703 shares 11,703 $308K 0.04% +2,700 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,312 shares; 2025Q2: 5,325 shares; 2025Q3: 6,232 shares 6,232 $307K 0.04% +907 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126 shares 1,126 $306K 0.04% new 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: 4,851 shares; 2024Q4: 5,168 shares; 2025Q1: 5,125 shares; 2025Q2: 4,214 shares; 2025Q3: 4,381 shares 4,381 $306K 0.04% +167 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 12,464 shares; 2025Q1: 11,897 shares; 2025Q2: 11,589 shares; 2025Q3: 10,673 shares 10,673 $305K 0.04% -916 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,218 shares; 2025Q2: 16,168 shares; 2025Q3: 17,937 shares 17,937 $305K 0.04% +1,769 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 786 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares 1,293 $305K 0.04% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,456 shares; 2025Q2: 8,021 shares; 2025Q3: 9,478 shares 9,478 $303K 0.04% +1,457 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,906 shares; 2024Q4: 19,795 shares; 2025Q1: 27,181 shares; 2025Q2: 20,316 shares; 2025Q3: 18,620 shares 18,620 $302K 0.04% -1,696 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,244 shares; 2024Q4: 14,684 shares; 2025Q1: 14,671 shares; 2025Q2: 17,284 shares; 2025Q3: 16,374 shares 16,374 $300K 0.04% -910 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: 3,184 shares; 2024Q4: 2,622 shares; 2025Q1: 1,833 shares; 2025Q2: 1,699 shares; 2025Q3: 2,125 shares 2,125 $299K 0.04% +426 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,507 shares 3,507 $295K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 7,296 shares; 2025Q1: 7,071 shares; 2025Q2: 7,978 shares; 2025Q3: 8,553 shares 8,553 $294K 0.03% +575 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,423 shares; 2025Q1: 6,957 shares; 2025Q2: 7,552 shares; 2025Q3: 7,576 shares 7,576 $294K 0.03% +24 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088 shares 1,088 $294K 0.03% new 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: 7,867 shares; 2024Q4: 5,282 shares; 2025Q1: not reported; 2025Q2: 3,402 shares; 2025Q3: 3,387 shares 3,387 $292K 0.03% -15 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,861 shares; 2025Q3: 6,610 shares 6,610 $290K 0.03% +749 Timeline PCG PG&E CORP More: the full row for PG&E 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: 19,176 shares 19,176 $289K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,006 shares; 2025Q1: not reported; 2025Q2: 863 shares; 2025Q3: 926 shares 926 $283K 0.03% +63 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,155 shares; 2025Q3: 12,201 shares 12,201 $280K 0.03% +46 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,821 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares 1,768 $279K 0.03% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,654 shares; 2025Q2: 8,282 shares; 2025Q3: 6,979 shares 6,979 $278K 0.03% -1,303 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,980 shares; 2025Q1: 4,009 shares; 2025Q2: 3,251 shares; 2025Q3: 3,399 shares 3,399 $277K 0.03% +148 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,745 shares; 2024Q4: 5,935 shares; 2025Q1: 5,633 shares; 2025Q2: not reported; 2025Q3: 5,520 shares 5,520 $276K 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,415 shares 1,415 $275K 0.03% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 5,309 shares; 2025Q2: 6,010 shares; 2025Q3: 5,985 shares 5,985 $274K 0.03% -25 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,945 shares; 2025Q1: 5,945 shares; 2025Q2: 5,945 shares; 2025Q3: 5,945 shares 5,945 $274K 0.03% 0 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,506 shares; 2025Q1: 5,498 shares; 2025Q2: 5,498 shares; 2025Q3: 5,498 shares 5,498 $274K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,142 shares 1,142 $270K 0.03% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,039 shares 5,039 $267K 0.03% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,955 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares 1,887 $267K 0.03% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 6,827 shares; 2025Q1: 5,927 shares; 2025Q2: 5,927 shares; 2025Q3: 5,927 shares 5,927 $265K 0.03% 0 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,608 shares 7,608 $264K 0.03% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 3,545 shares; 2025Q3: 3,545 shares 3,545 $264K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,156 shares; 2025Q3: 6,166 shares 6,166 $261K 0.03% +10 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,549 shares 3,549 $261K 0.03% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 836 shares 836 $259K 0.03% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 762 shares 762 $259K 0.03% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,510 shares 5,510 $259K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 4,645 shares; 2025Q1: 4,654 shares; 2025Q2: 4,642 shares; 2025Q3: 4,220 shares 4,220 $258K 0.03% -422 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE 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: 8,300 shares; 2025Q3: 8,300 shares 8,300 $255K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,225 shares; 2025Q1: 5,096 shares; 2025Q2: 4,989 shares; 2025Q3: 5,062 shares 5,062 $253K 0.03% +73 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,015 shares; 2025Q1: 979 shares; 2025Q2: 1,041 shares; 2025Q3: 967 shares 967 $252K 0.03% -74 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 828 shares 828 $250K 0.03% -200 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares 834 $250K 0.03% new 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: 2,909 shares; 2024Q4: 2,538 shares; 2025Q1: 2,166 shares; 2025Q2: 1,891 shares; 2025Q3: 2,014 shares 2,014 $248K 0.03% +123 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares 1,140 $248K 0.03% new 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: 2,514 shares; 2024Q4: 2,498 shares; 2025Q1: 2,199 shares; 2025Q2: not reported; 2025Q3: 3,058 shares 3,058 $244K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 922 shares; 2025Q1: 1,023 shares; 2025Q2: 894 shares; 2025Q3: 899 shares 899 $243K 0.03% +5 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 884 shares; 2025Q1: 897 shares; 2025Q2: 864 shares; 2025Q3: 864 shares 864 $241K 0.03% 0 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: 3,196 shares; 2024Q4: 2,991 shares; 2025Q1: 2,629 shares; 2025Q2: 2,373 shares; 2025Q3: 2,379 shares 2,379 $239K 0.03% +6 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 4,106 shares; 2025Q1: 4,658 shares; 2025Q2: 4,007 shares; 2025Q3: 3,800 shares 3,800 $237K 0.03% -207 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares 2,800 $237K 0.03% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 2,954 shares; 2025Q1: 2,963 shares; 2025Q2: 2,309 shares; 2025Q3: 2,319 shares 2,319 $236K 0.03% +10 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,292 shares; 2025Q1: 17,275 shares; 2025Q2: 24,274 shares; 2025Q3: 26,336 shares 26,336 $236K 0.03% +2,062 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: not reported; 2025Q3: 1,751 shares 1,751 $236K 0.03% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares 243 $235K 0.03% new Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,161 shares; 2025Q1: 1,920 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares 1,866 $234K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares 323 $232K 0.03% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares 987 $232K 0.03% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,250 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares 2,230 $230K 0.03% 0 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: 7,898 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,090 shares 3,090 $230K 0.03% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: not reported; 2025Q1: 6,140 shares; 2025Q2: 6,311 shares; 2025Q3: 6,162 shares 6,162 $229K 0.03% -149 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,846 shares; 2024Q4: 11,923 shares; 2025Q1: 10,205 shares; 2025Q2: 10,321 shares; 2025Q3: 10,453 shares 10,453 $229K 0.03% +132 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,242 shares 7,242 $229K 0.03% new 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: 8,607 shares; 2024Q4: 30,330 shares; 2025Q1: not reported; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares 7,116 $227K 0.03% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 2,961 shares; 2025Q1: 2,973 shares; 2025Q2: 2,986 shares; 2025Q3: 2,749 shares 2,749 $225K 0.03% -237 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY 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: 4,767 shares; 2025Q3: 3,508 shares 3,508 $225K 0.03% -1,259 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 1,734 shares; 2025Q3: 1,685 shares 1,685 $225K 0.03% -49 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,142 shares; 2025Q2: 5,329 shares; 2025Q3: 5,104 shares 5,104 $224K 0.03% -225 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,320 shares 5,320 $224K 0.03% new Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,528 shares 3,528 $224K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088 shares 1,088 $223K 0.03% new Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares 7,500 $223K 0.03% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,612 shares 1,612 $221K 0.03% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,749 shares; 2024Q4: 1,298 shares; 2025Q1: not reported; 2025Q2: 3,191 shares; 2025Q3: 1,267 shares 1,267 $219K 0.03% -1,924 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares 318 $217K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 811 shares; 2025Q1: 785 shares; 2025Q2: 889 shares; 2025Q3: 759 shares 759 $214K 0.03% -130 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 14,090 shares; 2025Q1: 13,355 shares; 2025Q2: 11,845 shares; 2025Q3: 11,879 shares 11,879 $214K 0.03% +34 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,067 shares 8,067 $213K 0.02% new Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,729 shares 2,729 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,047 shares; 2025Q3: 638 shares 638 $210K 0.02% -1,409 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: 191 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,935 shares 1,935 $209K 0.02% new 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: 411 shares; 2024Q4: 384 shares; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 268 shares 268 $207K 0.02% -22 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,220 shares 5,220 $205K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 850 shares; 2025Q1: 711 shares; 2025Q2: 702 shares; 2025Q3: 710 shares 710 $205K 0.02% +8 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,003 shares; 2025Q2: 4,045 shares; 2025Q3: 4,089 shares 4,089 $204K 0.02% +44 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,549 shares; 2025Q1: 5,569 shares; 2025Q2: 3,752 shares; 2025Q3: 3,461 shares 3,461 $203K 0.02% -291 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 612 shares 612 $203K 0.02% -208 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,253 shares 2,253 $201K 0.02% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,529 shares; 2024Q4: 50,769 shares; 2025Q1: 37,471 shares; 2025Q2: 27,130 shares; 2025Q3: 27,130 shares 27,130 $187K 0.02% 0 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,261 shares; 2025Q3: 11,352 shares 11,352 $170K 0.02% +91 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,464 shares 19,464 $159K 0.02% new 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: 15,800 shares; 2024Q4: 16,834 shares; 2025Q1: 10,116 shares; 2025Q2: 10,790 shares; 2025Q3: 12,132 shares 12,132 $145K 0.02% +1,342 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares 951 $136K 0.02% new 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: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares 10,200 $120K 0.01% 0 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY 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: 17,414 shares 17,414 $60.8K 0.01% new Timeline STIM NEURONETICS INC More: the full row for NEURONETICS 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: 11,917 shares 11,917 $32.5K <0.01% new Timeline