XT 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: 19,316 shares; 2024Q4: 21,245 shares; 2025Q1: 22,269 shares; 2025Q2: 21,738 shares; 2025Q3: 22,275 shares 22,275 $1.6M 0.02% +537 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,457 shares; 2024Q4: 55,686 shares; 2025Q1: 58,270 shares; 2025Q2: 59,699 shares; 2025Q3: 44,973 shares 44,973 $1.59M 0.02% -14,726 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: 30,095 shares; 2024Q4: 30,659 shares; 2025Q1: 27,703 shares; 2025Q2: 28,538 shares; 2025Q3: 27,805 shares 27,805 $1.59M 0.02% -733 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,181 shares; 2024Q4: 12,764 shares; 2025Q1: 17,781 shares; 2025Q2: 15,981 shares; 2025Q3: 16,966 shares 16,966 $1.58M 0.02% +985 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: 26,646 shares; 2024Q4: 27,433 shares; 2025Q1: 26,120 shares; 2025Q2: 25,398 shares; 2025Q3: 25,776 shares 25,776 $1.58M 0.02% +378 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 74,006 shares; 2025Q1: 42,731 shares; 2025Q2: 10,313 shares; 2025Q3: 96,759 shares 96,759 $1.56M 0.02% +86,446 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,525 shares; 2024Q4: 20,360 shares; 2025Q1: 52,605 shares; 2025Q2: 34,200 shares; 2025Q3: 43,490 shares 43,490 $1.56M 0.02% +9,290 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: 20,591 shares; 2024Q4: 18,324 shares; 2025Q1: 16,072 shares; 2025Q2: 17,148 shares; 2025Q3: 23,476 shares 23,476 $1.55M 0.02% +6,328 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,142 shares; 2025Q1: 16,612 shares; 2025Q2: 17,351 shares; 2025Q3: 16,798 shares 16,798 $1.54M 0.02% -553 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: 7,181 shares; 2024Q4: 7,584 shares; 2025Q1: 12,101 shares; 2025Q2: 20,767 shares; 2025Q3: 18,273 shares 18,273 $1.54M 0.02% -2,494 Timeline ITWO 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: 6,794 shares; 2024Q4: 13,002 shares; 2025Q1: 40,576 shares; 2025Q2: 41,503 shares; 2025Q3: 38,676 shares 38,676 $1.53M 0.02% -2,827 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,102 shares; 2024Q4: 4,381 shares; 2025Q1: 4,411 shares; 2025Q2: 4,235 shares; 2025Q3: 3,603 shares 3,603 $1.52M 0.02% -632 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: 1,799 shares; 2024Q4: 1,896 shares; 2025Q1: 2,092 shares; 2025Q2: 1,871 shares; 2025Q3: 1,998 shares 1,998 $1.52M 0.02% +127 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME 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: 112,707 shares; 2025Q2: 149,956 shares; 2025Q3: 146,645 shares 146,645 $1.47M 0.02% -3,311 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: 12,797 shares; 2024Q4: 14,367 shares; 2025Q1: 12,241 shares; 2025Q2: 11,828 shares; 2025Q3: 11,771 shares 11,771 $1.46M 0.02% -57 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: 15,240 shares; 2024Q4: 15,278 shares; 2025Q1: 19,428 shares; 2025Q2: 17,159 shares; 2025Q3: 17,756 shares 17,756 $1.46M 0.02% +597 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,370 shares; 2024Q4: 22,162 shares; 2025Q1: 21,612 shares; 2025Q2: 21,612 shares; 2025Q3: 21,624 shares 21,624 $1.46M 0.02% +12 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: 22,409 shares; 2024Q4: 56,401 shares; 2025Q1: 46,974 shares; 2025Q2: 52,403 shares; 2025Q3: 54,717 shares 54,717 $1.44M 0.02% +2,314 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: 69,246 shares; 2024Q4: 90,078 shares; 2025Q1: 54,580 shares; 2025Q2: 50,266 shares; 2025Q3: 32,828 shares 32,828 $1.44M 0.02% -17,438 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,099 shares; 2024Q4: 20,851 shares; 2025Q1: 19,552 shares; 2025Q2: 16,455 shares; 2025Q3: 18,257 shares 18,257 $1.43M 0.02% +1,802 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,886 shares; 2025Q1: 2,876 shares; 2025Q2: 2,895 shares; 2025Q3: 2,899 shares 2,899 $1.42M 0.02% +4 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: 4,966 shares; 2024Q4: 5,720 shares; 2025Q1: 5,622 shares; 2025Q2: 7,303 shares; 2025Q3: 7,932 shares 7,932 $1.41M 0.02% +629 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,528 shares; 2024Q4: 78,749 shares; 2025Q1: 69,233 shares; 2025Q2: 68,571 shares; 2025Q3: 64,921 shares 64,921 $1.41M 0.02% -3,650 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,348 shares; 2024Q4: 16,699 shares; 2025Q1: 15,466 shares; 2025Q2: 13,967 shares; 2025Q3: 14,588 shares 14,588 $1.4M 0.02% +621 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,889 shares; 2024Q4: 9,986 shares; 2025Q1: 9,204 shares; 2025Q2: 9,269 shares; 2025Q3: 9,546 shares 9,546 $1.4M 0.02% +277 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,218 shares; 2024Q4: 35,609 shares; 2025Q1: 30,825 shares; 2025Q2: 22,672 shares; 2025Q3: 20,371 shares 20,371 $1.39M 0.02% -2,301 Timeline CMDY 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: 19,077 shares; 2024Q4: 22,449 shares; 2025Q1: 25,695 shares; 2025Q2: 22,728 shares; 2025Q3: 26,512 shares 26,512 $1.39M 0.02% +3,784 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,780 shares; 2025Q3: 60,751 shares 60,751 $1.39M 0.02% +36,971 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 5,923 shares; 2025Q1: 5,923 shares; 2025Q2: 5,923 shares; 2025Q3: 6,045 shares 6,045 $1.39M 0.02% +122 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 5,368 shares; 2025Q1: 5,296 shares; 2025Q2: 5,363 shares; 2025Q3: 5,369 shares 5,369 $1.39M 0.02% +6 Timeline CPTL 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: 31,097 shares; 2024Q4: 31,729 shares; 2025Q1: 31,475 shares; 2025Q2: 30,845 shares; 2025Q3: 32,082 shares 32,082 $1.38M 0.02% +1,237 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: 94,694 shares; 2024Q4: 31,718 shares; 2025Q1: 91,080 shares; 2025Q2: 30,914 shares; 2025Q3: 30,454 shares 30,454 $1.37M 0.02% -460 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,102 shares; 2024Q4: 186,527 shares; 2025Q1: 163,416 shares; 2025Q2: 21,247 shares; 2025Q3: 20,299 shares 20,299 $1.37M 0.02% -948 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,694 shares; 2024Q4: 35,038 shares; 2025Q1: 27,008 shares; 2025Q2: 24,842 shares; 2025Q3: 21,199 shares 21,199 $1.36M 0.02% -3,643 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,876 shares 34,876 $1.35M 0.02% new 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: 33,070 shares; 2024Q4: 33,163 shares; 2025Q1: 34,638 shares; 2025Q2: 34,660 shares; 2025Q3: 34,752 shares 34,752 $1.34M 0.02% +92 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,548 shares; 2024Q4: 36,820 shares; 2025Q1: 37,217 shares; 2025Q2: 41,101 shares; 2025Q3: 30,918 shares 30,918 $1.34M 0.02% -10,183 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,750 shares; 2024Q4: 101,401 shares; 2025Q1: 128,655 shares; 2025Q2: 129,281 shares; 2025Q3: 35,389 shares 35,389 $1.34M 0.02% -93,892 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: 5,739 shares; 2025Q2: 12,989 shares; 2025Q3: 13,421 shares 13,421 $1.34M 0.02% +432 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: 58,086 shares; 2024Q4: 48,333 shares; 2025Q1: 41,735 shares; 2025Q2: 41,537 shares; 2025Q3: 38,458 shares 38,458 $1.33M 0.02% -3,079 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,421 shares; 2024Q4: 11,595 shares; 2025Q1: 10,072 shares; 2025Q2: 10,274 shares; 2025Q3: 11,822 shares 11,822 $1.31M 0.02% +1,548 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,724 shares; 2024Q4: 13,729 shares; 2025Q1: 13,591 shares; 2025Q2: 13,388 shares; 2025Q3: 13,296 shares 13,296 $1.31M 0.02% -92 Timeline IGPT 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: 34,894 shares; 2024Q4: 31,052 shares; 2025Q1: 28,575 shares; 2025Q2: 25,988 shares; 2025Q3: 24,224 shares 24,224 $1.31M 0.02% -1,764 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,819 shares; 2025Q3: 33,913 shares 33,913 $1.3M 0.02% -1,906 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: 9,501 shares; 2024Q4: 74,373 shares; 2025Q1: 74,972 shares; 2025Q2: 86,546 shares; 2025Q3: 5,430 shares 5,430 $1.3M 0.02% -81,116 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: 6,616 shares; 2024Q4: 6,239 shares; 2025Q1: 7,804 shares; 2025Q2: 8,064 shares; 2025Q3: 8,139 shares 8,139 $1.29M 0.02% +75 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: 11,933 shares; 2025Q1: 12,082 shares; 2025Q2: 12,545 shares; 2025Q3: 12,305 shares 12,305 $1.28M 0.02% -240 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 5,873 shares; 2025Q1: 6,705 shares; 2025Q2: 6,497 shares; 2025Q3: 8,479 shares 8,479 $1.28M 0.02% +1,982 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 2,493 shares; 2025Q1: 2,321 shares; 2025Q2: 2,148 shares; 2025Q3: 2,136 shares 2,136 $1.27M 0.02% -12 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,539 shares; 2024Q4: 11,660 shares; 2025Q1: 11,586 shares; 2025Q2: 11,040 shares; 2025Q3: 11,174 shares 11,174 $1.27M 0.02% +134 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,960 shares; 2025Q1: 20,176 shares; 2025Q2: 24,695 shares; 2025Q3: 35,771 shares 35,771 $1.26M 0.02% +11,076 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: 35,121 shares; 2024Q4: 39,799 shares; 2025Q1: 189,766 shares; 2025Q2: 188,150 shares; 2025Q3: 20,942 shares 20,942 $1.25M 0.02% -167,208 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,758 shares; 2024Q4: 44,065 shares; 2025Q1: 54,970 shares; 2025Q2: 59,330 shares; 2025Q3: 65,037 shares 65,037 $1.25M 0.02% +5,707 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,207 shares; 2025Q3: 11,869 shares 11,869 $1.25M 0.02% +8,662 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 459 shares; 2025Q1: 474 shares; 2025Q2: 504 shares; 2025Q3: 532 shares 532 $1.24M 0.02% +28 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 19,328 shares; 2025Q1: 16,616 shares; 2025Q2: 19,769 shares; 2025Q3: 23,693 shares 23,693 $1.23M 0.02% +3,924 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,859 shares; 2025Q2: 7,118 shares; 2025Q3: 8,858 shares 8,858 $1.23M 0.02% +1,740 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: 25,233 shares; 2024Q4: 25,121 shares; 2025Q1: 24,559 shares; 2025Q2: 25,487 shares; 2025Q3: 14,628 shares 14,628 $1.22M 0.02% -10,859 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,127 shares; 2024Q4: 22,291 shares; 2025Q1: 14,370 shares; 2025Q2: 14,555 shares; 2025Q3: 25,595 shares 25,595 $1.22M 0.02% +11,040 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,865 shares; 2024Q4: 14,119 shares; 2025Q1: 14,009 shares; 2025Q2: 13,747 shares; 2025Q3: 14,553 shares 14,553 $1.22M 0.02% +806 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: 19,672 shares; 2024Q4: 30,425 shares; 2025Q1: 30,847 shares; 2025Q2: 31,466 shares; 2025Q3: 27,551 shares 27,551 $1.21M 0.02% -3,915 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,824 shares; 2024Q4: 15,476 shares; 2025Q1: 13,589 shares; 2025Q2: 12,491 shares; 2025Q3: 14,340 shares 14,340 $1.21M 0.02% +1,849 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 3,866 shares; 2025Q1: 3,757 shares; 2025Q2: 3,646 shares; 2025Q3: 3,762 shares 3,762 $1.2M 0.02% +116 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,399 shares; 2024Q4: 63,941 shares; 2025Q1: 58,999 shares; 2025Q2: 77,215 shares; 2025Q3: 75,595 shares 75,595 $1.2M 0.02% -1,620 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,100 shares; 2024Q4: 77,092 shares; 2025Q1: 65,223 shares; 2025Q2: 60,172 shares; 2025Q3: 56,497 shares 56,497 $1.2M 0.02% -3,675 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,258 shares; 2024Q4: 8,362 shares; 2025Q1: 9,792 shares; 2025Q2: 9,988 shares; 2025Q3: 9,957 shares 9,957 $1.19M 0.02% -31 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 7,490 shares; 2025Q1: 7,540 shares; 2025Q2: 5,250 shares; 2025Q3: 6,077 shares 6,077 $1.19M 0.02% +827 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,942 shares; 2024Q4: 62,360 shares; 2025Q1: 54,259 shares; 2025Q2: 53,744 shares; 2025Q3: 47,744 shares 47,744 $1.19M 0.02% -6,000 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: 33,336 shares; 2024Q4: 33,130 shares; 2025Q1: 33,040 shares; 2025Q2: 33,902 shares; 2025Q3: 37,639 shares 37,639 $1.18M 0.02% +3,737 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: 6,862 shares; 2024Q4: 6,588 shares; 2025Q1: 6,688 shares; 2025Q2: 6,736 shares; 2025Q3: 8,394 shares 8,394 $1.18M 0.02% +1,658 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,745 shares; 2024Q4: 86,672 shares; 2025Q1: 85,485 shares; 2025Q2: 94,707 shares; 2025Q3: 97,910 shares 97,910 $1.17M 0.02% +3,203 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: 16,105 shares; 2024Q4: 16,325 shares; 2025Q1: 21,327 shares; 2025Q2: 15,743 shares; 2025Q3: 16,366 shares 16,366 $1.17M 0.02% +623 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 10,309 shares; 2025Q1: 10,803 shares; 2025Q2: 10,424 shares; 2025Q3: 34,809 shares 34,809 $1.16M 0.02% +24,385 Timeline AVLV 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: 16,070 shares 16,070 $1.16M 0.02% 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: 23,283 shares; 2024Q4: 5,988 shares; 2025Q1: 5,428 shares; 2025Q2: 4,738 shares; 2025Q3: 5,949 shares 5,949 $1.16M 0.02% +1,211 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,318 shares; 2024Q4: 22,646 shares; 2025Q1: 18,596 shares; 2025Q2: 18,573 shares; 2025Q3: 16,883 shares 16,883 $1.13M 0.02% -1,690 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: 12,772 shares; 2024Q4: 12,866 shares; 2025Q1: 12,342 shares; 2025Q2: 13,191 shares; 2025Q3: 14,196 shares 14,196 $1.13M 0.02% +1,005 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,609 shares 47,609 $1.13M 0.02% new 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: 15,305 shares; 2024Q4: 12,467 shares; 2025Q1: 15,094 shares; 2025Q2: 14,460 shares; 2025Q3: 14,055 shares 14,055 $1.12M 0.02% -405 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: 32,555 shares; 2025Q2: 26,345 shares; 2025Q3: 22,805 shares 22,805 $1.12M 0.02% -3,540 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,195 shares; 2025Q1: 3,136 shares; 2025Q2: 14,625 shares; 2025Q3: 3,202 shares 3,202 $1.11M 0.02% -11,423 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 11,530 shares; 2025Q1: 11,256 shares; 2025Q2: 7,613 shares; 2025Q3: 7,749 shares 7,749 $1.1M 0.02% +136 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: 1,576 shares; 2024Q4: 1,555 shares; 2025Q1: 1,515 shares; 2025Q2: 1,537 shares; 2025Q3: 1,610 shares 1,610 $1.1M 0.02% +73 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: 4,537 shares; 2024Q4: 4,867 shares; 2025Q1: 5,303 shares; 2025Q2: 5,964 shares; 2025Q3: 6,504 shares 6,504 $1.09M 0.02% +540 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,131 shares; 2024Q4: 20,561 shares; 2025Q1: 20,455 shares; 2025Q2: 20,235 shares; 2025Q3: 21,992 shares 21,992 $1.09M 0.02% +1,757 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,485 shares; 2025Q2: 42,485 shares; 2025Q3: 43,500 shares 43,500 $1.09M 0.02% +1,015 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,806 shares; 2025Q1: 3,897 shares; 2025Q2: 4,105 shares; 2025Q3: 4,159 shares 4,159 $1.08M 0.02% +54 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,956 shares; 2024Q4: 42,631 shares; 2025Q1: 19,485 shares; 2025Q2: 16,975 shares; 2025Q3: 16,979 shares 16,979 $1.08M 0.02% +4 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 11,056 shares; 2025Q1: 13,920 shares; 2025Q2: 7,778 shares; 2025Q3: 10,433 shares 10,433 $1.07M 0.02% +2,655 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: 15,444 shares; 2024Q4: 36,120 shares; 2025Q1: 13,618 shares; 2025Q2: 13,981 shares; 2025Q3: 13,435 shares 13,435 $1.07M 0.02% -546 Timeline JMHI 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: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 22,106 shares; 2025Q2: 22,106 shares; 2025Q3: 21,200 shares 21,200 $1.07M 0.02% -906 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: 26,712 shares; 2024Q4: 28,081 shares; 2025Q1: 27,353 shares; 2025Q2: 27,210 shares; 2025Q3: 28,584 shares 28,584 $1.06M 0.02% +1,374 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,796 shares; 2024Q4: 29,906 shares; 2025Q1: 29,906 shares; 2025Q2: 27,739 shares; 2025Q3: 23,120 shares 23,120 $1.05M 0.02% -4,619 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,825 shares 27,825 $1.05M 0.02% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,601 shares; 2025Q3: 15,673 shares 15,673 $1.05M 0.02% +11,072 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,253 shares; 2024Q4: 40,581 shares; 2025Q1: 3,625 shares; 2025Q2: 4,731 shares; 2025Q3: 5,008 shares 5,008 $1.05M 0.02% +277 Timeline CBTY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,496 shares 40,496 $1.05M 0.02% new 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: 16,139 shares; 2024Q4: 15,933 shares; 2025Q1: 16,955 shares; 2025Q2: 21,035 shares; 2025Q3: 20,633 shares 20,633 $1.04M 0.02% -402 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,687 shares; 2024Q4: 22,290 shares; 2025Q1: 21,949 shares; 2025Q2: 22,221 shares; 2025Q3: 23,134 shares 23,134 $1.04M 0.02% +913 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,052 shares; 2024Q4: 27,052 shares; 2025Q1: 28,162 shares; 2025Q2: 29,367 shares; 2025Q3: 29,371 shares 29,371 $1.04M 0.02% +4 Timeline SMLF 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: 15,537 shares; 2024Q4: 15,251 shares; 2025Q1: 14,733 shares; 2025Q2: 13,175 shares; 2025Q3: 13,880 shares 13,880 $1.03M 0.02% +705 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,576 shares; 2025Q1: 4,476 shares; 2025Q2: 4,343 shares; 2025Q3: 4,290 shares 4,290 $1.03M 0.02% -53 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 7,082 shares; 2025Q1: 43,796 shares; 2025Q2: 47,685 shares; 2025Q3: 9,032 shares 9,032 $1.02M 0.02% -38,653 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 631 shares; 2025Q1: 1,111 shares; 2025Q2: 1,355 shares; 2025Q3: 1,239 shares 1,239 $1.02M 0.02% -116 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 4,869 shares; 2025Q1: 4,494 shares; 2025Q2: 4,544 shares; 2025Q3: 4,236 shares 4,236 $1.02M 0.02% -308 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,441 shares; 2024Q4: 18,043 shares; 2025Q1: 19,925 shares; 2025Q2: 29,774 shares; 2025Q3: 31,986 shares 31,986 $1.02M 0.02% +2,212 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: not reported; 2025Q1: 69,798 shares; 2025Q2: 72,219 shares; 2025Q3: 6,001 shares 6,001 $1.02M 0.02% -66,218 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: 34,229 shares; 2024Q4: 39,286 shares; 2025Q1: 39,573 shares; 2025Q2: 40,208 shares; 2025Q3: 43,970 shares 43,970 $1.02M 0.02% +3,762 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 645 shares; 2025Q1: 659 shares; 2025Q2: 665 shares; 2025Q3: 2,837 shares 2,837 $1.01M 0.02% +2,172 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,371 shares; 2024Q4: 252,064 shares; 2025Q1: 346,281 shares; 2025Q2: 309,815 shares; 2025Q3: 105,133 shares 105,133 $1.01M 0.02% -204,682 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: 11,868 shares; 2024Q4: 13,383 shares; 2025Q1: 13,134 shares; 2025Q2: 12,420 shares; 2025Q3: 12,883 shares 12,883 $1M 0.02% +463 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,930 shares; 2025Q1: 1,718 shares; 2025Q2: 3,077 shares; 2025Q3: 2,971 shares 2,971 $1M 0.02% -106 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 39,383 shares; 2025Q1: 41,876 shares; 2025Q2: 41,194 shares; 2025Q3: 40,857 shares 40,857 $997K 0.02% -337 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: 7,255 shares 7,255 $993K 0.02% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,031 shares 29,031 $992K 0.02% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 4,759 shares; 2025Q1: 4,773 shares; 2025Q2: 4,810 shares; 2025Q3: 4,785 shares 4,785 $988K 0.02% -25 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,327 shares; 2024Q4: 15,951 shares; 2025Q1: 19,455 shares; 2025Q2: 23,057 shares; 2025Q3: 28,748 shares 28,748 $982K 0.02% +5,691 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: 7,674 shares; 2024Q4: 7,450 shares; 2025Q1: 7,272 shares; 2025Q2: 7,422 shares; 2025Q3: 7,645 shares 7,645 $980K 0.01% +223 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 60,407 shares; 2025Q1: 9,605 shares; 2025Q2: 5,250 shares; 2025Q3: 5,203 shares 5,203 $973K 0.01% -47 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,146 shares; 2024Q4: 10,107 shares; 2025Q1: 10,119 shares; 2025Q2: 10,128 shares; 2025Q3: 10,117 shares 10,117 $968K 0.01% -11 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 15,655 shares; 2025Q1: 16,945 shares; 2025Q2: 17,110 shares; 2025Q3: 16,132 shares 16,132 $963K 0.01% -978 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,039 shares; 2024Q4: 24,840 shares; 2025Q1: 24,453 shares; 2025Q2: 24,453 shares; 2025Q3: 23,258 shares 23,258 $962K 0.01% -1,195 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 1,335 shares; 2025Q1: 1,155 shares; 2025Q2: 1,030 shares; 2025Q3: 1,044 shares 1,044 $961K 0.01% +14 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,330 shares; 2025Q1: 1,243 shares; 2025Q2: 2,338 shares; 2025Q3: 3,719 shares 3,719 $954K 0.01% +1,381 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,225 shares; 2024Q4: 75,058 shares; 2025Q1: 7,409 shares; 2025Q2: 6,867 shares; 2025Q3: 6,818 shares 6,818 $951K 0.01% -49 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,465 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,008 shares; 2025Q3: 29,521 shares 29,521 $951K 0.01% +20,513 Timeline VTWO 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: 3,056 shares; 2024Q4: 4,896 shares; 2025Q1: 5,410 shares; 2025Q2: 5,547 shares; 2025Q3: 9,684 shares 9,684 $947K 0.01% +4,137 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,976 shares; 2024Q4: 25,697 shares; 2025Q1: 25,550 shares; 2025Q2: 27,222 shares; 2025Q3: 25,277 shares 25,277 $941K 0.01% -1,945 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,693 shares; 2024Q4: not reported; 2025Q1: 41,471 shares; 2025Q2: 73,693 shares; 2025Q3: 76,034 shares 76,034 $934K 0.01% +2,341 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,954 shares; 2024Q4: 12,279 shares; 2025Q1: 12,078 shares; 2025Q2: 12,491 shares; 2025Q3: 12,145 shares 12,145 $932K 0.01% -346 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 27,993 shares; 2025Q1: 26,885 shares; 2025Q2: 27,644 shares; 2025Q3: 32,202 shares 32,202 $931K 0.01% +4,558 Timeline CGUI 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: not reported; 2025Q2: not reported; 2025Q3: 36,677 shares 36,677 $928K 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,103 shares; 2024Q4: 10,700 shares; 2025Q1: 11,123 shares; 2025Q2: 8,870 shares; 2025Q3: 12,610 shares 12,610 $927K 0.01% +3,740 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: 2,019 shares; 2024Q4: 2,263 shares; 2025Q1: 3,710 shares; 2025Q2: 4,771 shares; 2025Q3: 4,716 shares 4,716 $924K 0.01% -55 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,337 shares; 2024Q4: 26,649 shares; 2025Q1: 26,765 shares; 2025Q2: 26,738 shares; 2025Q3: 27,059 shares 27,059 $911K 0.01% +321 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,740 shares; 2024Q4: 40,705 shares; 2025Q1: 40,705 shares; 2025Q2: 40,550 shares; 2025Q3: 39,450 shares 39,450 $910K 0.01% -1,100 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,254 shares; 2025Q1: 3,224 shares; 2025Q2: 3,227 shares; 2025Q3: 3,203 shares 3,203 $899K 0.01% -24 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,855 shares 2,855 $899K 0.01% +338 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: 6,035 shares; 2024Q4: 6,244 shares; 2025Q1: 6,218 shares; 2025Q2: 6,431 shares; 2025Q3: 6,972 shares 6,972 $899K 0.01% +541 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,718 shares; 2024Q4: 25,562 shares; 2025Q1: 19,685 shares; 2025Q2: 18,331 shares; 2025Q3: 14,936 shares 14,936 $897K 0.01% -3,395 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: 8,899 shares; 2024Q4: 8,941 shares; 2025Q1: 6,427 shares; 2025Q2: 6,384 shares; 2025Q3: 6,315 shares 6,315 $894K 0.01% -69 Timeline IDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,235 shares 33,235 $889K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,461 shares; 2024Q4: 53,286 shares; 2025Q1: 54,141 shares; 2025Q2: 54,830 shares; 2025Q3: 31,774 shares 31,774 $886K 0.01% -23,056 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,379 shares; 2024Q4: 15,835 shares; 2025Q1: 14,681 shares; 2025Q2: 15,274 shares; 2025Q3: 17,157 shares 17,157 $879K 0.01% +1,883 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: 8,185 shares; 2024Q4: 8,288 shares; 2025Q1: 8,206 shares; 2025Q2: 8,571 shares; 2025Q3: 8,348 shares 8,348 $877K 0.01% -223 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,336 shares; 2024Q4: 16,391 shares; 2025Q1: 39,070 shares; 2025Q2: 39,018 shares; 2025Q3: 22,036 shares 22,036 $875K 0.01% -16,982 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,733 shares; 2024Q4: 26,539 shares; 2025Q1: 24,243 shares; 2025Q2: 25,106 shares; 2025Q3: 31,467 shares 31,467 $874K 0.01% +6,361 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: 4,682 shares; 2024Q4: 4,378 shares; 2025Q1: 5,837 shares; 2025Q2: 16,528 shares; 2025Q3: 4,055 shares 4,055 $870K 0.01% -12,473 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,496 shares; 2024Q4: 5,314 shares; 2025Q1: 8,362 shares; 2025Q2: 4,324 shares; 2025Q3: 4,848 shares 4,848 $867K 0.01% +524 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 9,293 shares; 2025Q1: 9,327 shares; 2025Q2: 11,705 shares; 2025Q3: 15,051 shares 15,051 $865K 0.01% +3,346 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares 18,000 $864K 0.01% 0 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: 14,011 shares; 2024Q4: 14,386 shares; 2025Q1: 13,945 shares; 2025Q2: 12,784 shares; 2025Q3: 14,295 shares 14,295 $853K 0.01% +1,511 FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 16,825 shares; 2025Q1: 17,919 shares; 2025Q2: 18,902 shares; 2025Q3: 19,064 shares 19,064 $849K 0.01% +162 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,984 shares; 2025Q3: 37,007 shares 37,007 $849K 0.01% +9,023 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,911 shares; 2024Q4: 15,884 shares; 2025Q1: not reported; 2025Q2: 15,560 shares; 2025Q3: 18,294 shares 18,294 $843K 0.01% +2,734 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,370 shares; 2025Q1: 5,115 shares; 2025Q2: 5,160 shares; 2025Q3: 5,416 shares 5,416 $842K 0.01% +256 Timeline DIVI 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: not reported; 2025Q2: not reported; 2025Q3: 22,520 shares 22,520 $840K 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 3,158 shares; 2025Q1: 3,155 shares; 2025Q2: 3,157 shares; 2025Q3: 3,281 shares 3,281 $825K 0.01% +124 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: 2,004 shares; 2024Q4: 2,028 shares; 2025Q1: 10,485 shares; 2025Q2: 2,000 shares; 2025Q3: 2,375 shares 2,375 $823K 0.01% +375 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,808 shares 21,808 $818K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 1,645 shares; 2025Q1: 1,593 shares; 2025Q2: 1,852 shares; 2025Q3: 1,903 shares 1,903 $811K 0.01% +51 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,631 shares; 2025Q1: 58,471 shares; 2025Q2: 69,439 shares; 2025Q3: 32,067 shares 32,067 $810K 0.01% -37,372 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,509 shares; 2025Q1: 3,009 shares; 2025Q2: 3,740 shares; 2025Q3: 2,703 shares 2,703 $810K 0.01% -1,037 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 5,833 shares; 2025Q1: 5,757 shares; 2025Q2: 5,775 shares; 2025Q3: 5,707 shares 5,707 $807K 0.01% -68 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 9,438 shares; 2025Q1: 9,963 shares; 2025Q2: 11,953 shares; 2025Q3: 16,449 shares 16,449 $806K 0.01% +4,496 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,128 shares 21,128 $797K 0.01% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,565 shares; 2025Q1: 13,904 shares; 2025Q2: 17,055 shares; 2025Q3: 22,183 shares 22,183 $793K 0.01% +5,128 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,197 shares; 2024Q4: 37,099 shares; 2025Q1: 30,057 shares; 2025Q2: 30,385 shares; 2025Q3: 26,633 shares 26,633 $789K 0.01% -3,752 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,441 shares; 2025Q1: 2,767 shares; 2025Q2: 4,316 shares; 2025Q3: 3,492 shares 3,492 $788K 0.01% -824 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 4,623 shares; 2025Q1: 4,584 shares; 2025Q2: 4,187 shares; 2025Q3: 4,389 shares 4,389 $776K 0.01% +202 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG 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: 37,033 shares; 2025Q2: 34,043 shares; 2025Q3: 57,744 shares 57,744 $773K 0.01% +23,701 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,337 shares; 2025Q1: 3,712 shares; 2025Q2: 3,656 shares; 2025Q3: 3,466 shares 3,466 $770K 0.01% -190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,279 shares; 2025Q3: 14,191 shares 14,191 $769K 0.01% +9,912 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,756 shares 14,756 $766K 0.01% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,518 shares; 2024Q4: 30,015 shares; 2025Q1: 28,958 shares; 2025Q2: 28,825 shares; 2025Q3: 28,380 shares 28,380 $765K 0.01% -445 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 13,798 shares; 2025Q1: 13,814 shares; 2025Q2: 13,430 shares; 2025Q3: 13,444 shares 13,444 $760K 0.01% +14 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,551 shares; 2024Q4: 21,217 shares; 2025Q1: 19,160 shares; 2025Q2: 18,796 shares; 2025Q3: 19,344 shares 19,344 $758K 0.01% +548 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,602 shares; 2025Q2: 2,565 shares; 2025Q3: 4,491 shares 4,491 $757K 0.01% +1,926 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: 4,945 shares; 2025Q1: 4,231 shares; 2025Q2: 4,933 shares; 2025Q3: 3,072 shares 3,072 $757K 0.01% -1,861 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.01% 0 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: 9,283 shares; 2024Q4: 8,688 shares; 2025Q1: 6,896 shares; 2025Q2: 7,717 shares; 2025Q3: 9,339 shares 9,339 $753K 0.01% +1,622 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,541 shares; 2024Q4: 52,428 shares; 2025Q1: 82,967 shares; 2025Q2: 41,694 shares; 2025Q3: 31,383 shares 31,383 $751K 0.01% -10,311 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,301 shares 36,301 $746K 0.01% new Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,575 shares 19,575 $740K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,804 shares; 2025Q1: 3,656 shares; 2025Q2: 36,643 shares; 2025Q3: 8,918 shares 8,918 $739K 0.01% -27,725 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,195 shares; 2025Q1: 3,035 shares; 2025Q2: 2,757 shares; 2025Q3: 2,689 shares 2,689 $736K 0.01% -68 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,196 shares; 2025Q2: 3,878 shares; 2025Q3: 4,117 shares 4,117 $736K 0.01% +239 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: 6,013 shares; 2024Q4: 6,574 shares; 2025Q1: 6,049 shares; 2025Q2: not reported; 2025Q3: 23,197 shares 23,197 $733K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,830 shares; 2024Q4: 24,141 shares; 2025Q1: 6,341 shares; 2025Q2: 6,004 shares; 2025Q3: 6,184 shares 6,184 $733K 0.01% +180 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,462 shares; 2024Q4: 18,233 shares; 2025Q1: 18,136 shares; 2025Q2: 18,105 shares; 2025Q3: 18,105 shares 18,105 $730K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,624 shares; 2024Q4: 10,269 shares; 2025Q1: 9,975 shares; 2025Q2: 9,935 shares; 2025Q3: 9,721 shares 9,721 $730K 0.01% -214 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,241 shares; 2024Q4: 70,983 shares; 2025Q1: 66,788 shares; 2025Q2: 54,928 shares; 2025Q3: 3,621 shares 3,621 $726K 0.01% -51,307 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,826 shares; 2024Q4: 10,523 shares; 2025Q1: 9,094 shares; 2025Q2: 8,007 shares; 2025Q3: 8,780 shares 8,780 $723K 0.01% +773 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 32,236 shares; 2025Q2: 63,403 shares; 2025Q3: 63,457 shares 63,457 $723K 0.01% +54 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 10,239 shares; 2025Q1: 6,328 shares; 2025Q2: 7,543 shares; 2025Q3: 8,039 shares 8,039 $722K 0.01% +496 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: 8,969 shares; 2025Q1: 24,287 shares; 2025Q2: 30,629 shares; 2025Q3: 19,055 shares 19,055 $720K 0.01% -11,574 Timeline ACWV 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: 34,109 shares; 2024Q4: 6,459 shares; 2025Q1: 6,846 shares; 2025Q2: 49,731 shares; 2025Q3: 5,997 shares 5,997 $719K 0.01% -43,734 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: 3,899 shares; 2024Q4: 5,030 shares; 2025Q1: 5,875 shares; 2025Q2: 5,804 shares; 2025Q3: 7,184 shares 7,184 $718K 0.01% +1,380 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,048 shares; 2024Q4: 192,186 shares; 2025Q1: 32,729 shares; 2025Q2: 34,060 shares; 2025Q3: 33,281 shares 33,281 $718K 0.01% -779 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,127 shares; 2025Q1: 2,049 shares; 2025Q2: 1,909 shares; 2025Q3: 2,049 shares 2,049 $716K 0.01% +140 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,388 shares; 2024Q4: 266,398 shares; 2025Q1: 245,680 shares; 2025Q2: 246,860 shares; 2025Q3: 267,176 shares 267,176 $716K 0.01% +20,316 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,064 shares 14,064 $711K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,767 shares 36,767 $704K 0.01% new 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: 6,060 shares; 2024Q4: 6,247 shares; 2025Q1: 6,372 shares; 2025Q2: 7,011 shares; 2025Q3: 6,985 shares 6,985 $702K 0.01% -26 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: 5,132 shares; 2024Q4: 5,531 shares; 2025Q1: 6,608 shares; 2025Q2: 8,255 shares; 2025Q3: 9,443 shares 9,443 $694K 0.01% +1,188 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: 1,649 shares; 2024Q4: 4,166 shares; 2025Q1: 4,169 shares; 2025Q2: 3,970 shares; 2025Q3: 4,023 shares 4,023 $687K 0.01% +53 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,358 shares; 2024Q4: 40,108 shares; 2025Q1: 40,423 shares; 2025Q2: 40,336 shares; 2025Q3: 39,651 shares 39,651 $686K 0.01% -685 Timeline GIGB 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: 11,133 shares; 2024Q4: 11,359 shares; 2025Q1: 11,962 shares; 2025Q2: 12,152 shares; 2025Q3: 14,679 shares 14,679 $685K 0.01% +2,527 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,296 shares; 2025Q1: 3,326 shares; 2025Q2: 3,241 shares; 2025Q3: 3,141 shares 3,141 $684K 0.01% -100 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: 12,499 shares; 2024Q4: 13,288 shares; 2025Q1: 10,945 shares; 2025Q2: 11,849 shares; 2025Q3: 12,778 shares 12,778 $678K 0.01% +929 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,959 shares; 2024Q4: 13,261 shares; 2025Q1: 14,479 shares; 2025Q2: 14,597 shares; 2025Q3: 14,067 shares 14,067 $673K 0.01% -530 Timeline PIE 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: 28,917 shares; 2024Q4: 28,666 shares; 2025Q1: 28,144 shares; 2025Q2: 27,966 shares; 2025Q3: 27,572 shares 27,572 $673K 0.01% -394 Timeline BSCT 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: 10,009 shares; 2024Q4: 32,615 shares; 2025Q1: 32,958 shares; 2025Q2: 33,245 shares; 2025Q3: 35,629 shares 35,629 $670K 0.01% +2,384 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: 869 shares; 2025Q3: 929 shares 929 $668K 0.01% +60 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: 5,466 shares; 2024Q4: 5,643 shares; 2025Q1: 5,604 shares; 2025Q2: 5,543 shares; 2025Q3: 5,411 shares 5,411 $667K 0.01% -132 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: 16,980 shares; 2024Q4: 14,956 shares; 2025Q1: 15,227 shares; 2025Q2: 15,140 shares; 2025Q3: 15,451 shares 15,451 $667K 0.01% +311 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,832 shares; 2025Q2: 3,913 shares; 2025Q3: 3,097 shares 3,097 $665K 0.01% -816 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,675 shares; 2024Q4: 29,827 shares; 2025Q1: 29,981 shares; 2025Q2: 29,957 shares; 2025Q3: 32,237 shares 32,237 $663K 0.01% +2,280 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,099 shares; 2025Q1: 36,099 shares; 2025Q2: 35,099 shares; 2025Q3: 34,097 shares 34,097 $662K 0.01% -1,002 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: 5,095 shares; 2024Q4: 4,886 shares; 2025Q1: 4,911 shares; 2025Q2: 4,697 shares; 2025Q3: 4,545 shares 4,545 $662K 0.01% -152 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: 11,317 shares; 2024Q4: 10,340 shares; 2025Q1: 11,157 shares; 2025Q2: 11,599 shares; 2025Q3: 11,267 shares 11,267 $661K 0.01% -332 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,174 shares; 2025Q1: 89,188 shares; 2025Q2: 89,355 shares; 2025Q3: 4,975 shares 4,975 $657K 0.01% -84,380 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,733 shares; 2025Q1: 1,891 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares 2,206 $654K 0.01% 0 Timeline RSPN 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: 10,831 shares; 2024Q4: 11,049 shares; 2025Q1: 11,601 shares; 2025Q2: 11,601 shares; 2025Q3: 11,601 shares 11,601 $651K 0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,446 shares; 2025Q1: 6,623 shares; 2025Q2: 6,911 shares; 2025Q3: 7,323 shares 7,323 $645K 0.01% +412 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 6,932 shares; 2025Q1: 5,999 shares; 2025Q2: 5,955 shares; 2025Q3: 6,197 shares 6,197 $643K 0.01% +242 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 4,331 shares; 2025Q1: 79,139 shares; 2025Q2: 73,014 shares; 2025Q3: 19,085 shares 19,085 $642K 0.01% -53,929 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,804 shares; 2025Q1: 4,982 shares; 2025Q2: 4,961 shares; 2025Q3: 4,961 shares 4,961 $641K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 406 shares; 2025Q2: 621 shares; 2025Q3: 890 shares 890 $639K 0.01% +269 Timeline PXI 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: 17,727 shares; 2024Q4: 17,727 shares; 2025Q1: 15,677 shares; 2025Q2: 13,597 shares; 2025Q3: 13,597 shares 13,597 $637K 0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,986 shares; 2024Q4: 85,757 shares; 2025Q1: 81,107 shares; 2025Q2: 72,941 shares; 2025Q3: 54,335 shares 54,335 $630K 0.01% -18,606 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING 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: 14,000 shares; 2025Q3: 90,000 shares 90,000 $630K 0.01% +76,000 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 143 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 147 shares 147 $629K 0.01% +5 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,006 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 980 shares 980 $626K 0.01% -16 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 10,835 shares; 2025Q1: 10,308 shares; 2025Q2: 51,590 shares; 2025Q3: 10,337 shares 10,337 $625K 0.01% -41,253 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,433 shares; 2024Q4: 29,897 shares; 2025Q1: 30,063 shares; 2025Q2: 30,131 shares; 2025Q3: 31,704 shares 31,704 $625K 0.01% +1,573 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,848 shares; 2024Q4: 4,348 shares; 2025Q1: 4,387 shares; 2025Q2: 4,391 shares; 2025Q3: 4,394 shares 4,394 $624K 0.01% +3 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,161 shares; 2024Q4: 31,030 shares; 2025Q1: 46,742 shares; 2025Q2: 17,577 shares; 2025Q3: 17,790 shares 17,790 $624K 0.01% +213 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,732 shares; 2025Q1: 2,705 shares; 2025Q2: 2,659 shares; 2025Q3: 2,172 shares 2,172 $622K 0.01% -487 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,163 shares; 2025Q1: 2,620 shares; 2025Q2: 2,179 shares; 2025Q3: 1,984 shares 1,984 $620K 0.01% -195 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 2,026 shares; 2025Q1: 2,141 shares; 2025Q2: 2,136 shares; 2025Q3: 2,954 shares 2,954 $618K 0.01% +818 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,613 shares; 2024Q4: 13,671 shares; 2025Q1: 9,556 shares; 2025Q2: 9,165 shares; 2025Q3: 11,336 shares 11,336 $617K 0.01% +2,171 Timeline SIL 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: 13,690 shares; 2025Q2: not reported; 2025Q3: 8,606 shares 8,606 $616K 0.01% new 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: 9,245 shares; 2024Q4: 9,245 shares; 2025Q1: 9,245 shares; 2025Q2: 9,228 shares; 2025Q3: 9,228 shares 9,228 $611K 0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,422 shares; 2025Q3: 5,440 shares 5,440 $611K 0.01% -982 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,836 shares; 2024Q4: 57,691 shares; 2025Q1: 69,598 shares; 2025Q2: 96,391 shares; 2025Q3: 25,446 shares 25,446 $609K 0.01% -70,945 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,809 shares; 2024Q4: 14,607 shares; 2025Q1: 12,170 shares; 2025Q2: 10,830 shares; 2025Q3: 10,532 shares 10,532 $606K 0.01% -298 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,962 shares; 2024Q4: 6,932 shares; 2025Q1: 8,184 shares; 2025Q2: 4,710 shares; 2025Q3: 3,062 shares 3,062 $601K 0.01% -1,648 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,975 shares; 2024Q4: 42,456 shares; 2025Q1: 37,329 shares; 2025Q2: 31,200 shares; 2025Q3: 27,650 shares 27,650 $600K 0.01% -3,550 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 3,615 shares; 2025Q1: 2,721 shares; 2025Q2: 2,840 shares; 2025Q3: 2,914 shares 2,914 $598K 0.01% +74 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE 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: 53,741 shares; 2025Q3: 9,954 shares 9,954 $592K 0.01% -43,787 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,939 shares; 2025Q1: 622 shares; 2025Q2: 595 shares; 2025Q3: 619 shares 619 $591K 0.01% +24 Timeline DIV 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: 28,937 shares; 2025Q1: 32,907 shares; 2025Q2: 36,417 shares; 2025Q3: 33,362 shares 33,362 $590K 0.01% -3,055 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: 5,436 shares; 2024Q4: 5,784 shares; 2025Q1: 5,958 shares; 2025Q2: 5,286 shares; 2025Q3: 5,363 shares 5,363 $590K 0.01% +77 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,057 shares; 2024Q4: 26,459 shares; 2025Q1: 24,891 shares; 2025Q2: 22,524 shares; 2025Q3: 13,773 shares 13,773 $585K 0.01% -8,751 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 6,350 shares; 2025Q1: 5,985 shares; 2025Q2: 5,710 shares; 2025Q3: 5,813 shares 5,813 $582K 0.01% +103 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: 10,389 shares; 2024Q4: 9,618 shares; 2025Q1: 9,551 shares; 2025Q2: 9,057 shares; 2025Q3: 9,020 shares 9,020 $581K 0.01% -37 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,410 shares; 2024Q4: 27,633 shares; 2025Q1: not reported; 2025Q2: 5,061 shares; 2025Q3: 11,792 shares 11,792 $579K 0.01% +6,731 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 6,563 shares; 2025Q1: 6,735 shares; 2025Q2: 5,193 shares; 2025Q3: 5,924 shares 5,924 $578K 0.01% +731 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,207 shares; 2024Q4: 16,914 shares; 2025Q1: 15,931 shares; 2025Q2: 11,964 shares; 2025Q3: 11,281 shares 11,281 $576K 0.01% -683 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,944 shares; 2025Q1: 3,909 shares; 2025Q2: 3,925 shares; 2025Q3: 3,822 shares 3,822 $573K 0.01% -103 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,384 shares; 2024Q4: 23,636 shares; 2025Q1: 23,619 shares; 2025Q2: 23,477 shares; 2025Q3: 23,014 shares 23,014 $571K 0.01% -463 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 5,061 shares; 2025Q1: 5,026 shares; 2025Q2: 5,035 shares; 2025Q3: 5,075 shares 5,075 $570K 0.01% +40 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: 2,549 shares; 2024Q4: 3,857 shares; 2025Q1: 2,414 shares; 2025Q2: 3,003 shares; 2025Q3: 3,286 shares 3,286 $568K 0.01% +283 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 4,567 shares; 2025Q1: 4,366 shares; 2025Q2: 3,141 shares; 2025Q3: 2,897 shares 2,897 $566K 0.01% -244 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI 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: 521,048 shares; 2025Q3: 109,073 shares 109,073 $565K 0.01% -411,975 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 3,980 shares; 2025Q1: 3,779 shares; 2025Q2: 3,754 shares; 2025Q3: 5,403 shares 5,403 $564K 0.01% +1,649 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,944 shares; 2024Q4: 21,123 shares; 2025Q1: 18,607 shares; 2025Q2: 68,588 shares; 2025Q3: 16,011 shares 16,011 $558K 0.01% -52,577 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,673 shares; 2024Q4: 25,236 shares; 2025Q1: 25,267 shares; 2025Q2: 29,779 shares; 2025Q3: 32,295 shares 32,295 $558K 0.01% +2,516 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: 10,559 shares; 2024Q4: 4,250 shares; 2025Q1: 3,790 shares; 2025Q2: 18,007 shares; 2025Q3: 11,370 shares 11,370 $558K 0.01% -6,637 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,954 shares; 2024Q4: 34,683 shares; 2025Q1: 35,743 shares; 2025Q2: 36,743 shares; 2025Q3: 35,874 shares 35,874 $556K 0.01% -869 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 12,686 shares; 2025Q1: 10,104 shares; 2025Q2: 8,651 shares; 2025Q3: 8,654 shares 8,654 $550K 0.01% +3 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,195 shares; 2024Q4: 1,574 shares; 2025Q1: 1,575 shares; 2025Q2: 1,451 shares; 2025Q3: 1,450 shares 1,450 $550K 0.01% -1 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,450 shares; 2024Q4: 13,959 shares; 2025Q1: 13,124 shares; 2025Q2: 11,233 shares; 2025Q3: 11,578 shares 11,578 $547K 0.01% +345 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: 6,368 shares; 2024Q4: 6,021 shares; 2025Q1: 5,416 shares; 2025Q2: 4,172 shares; 2025Q3: 4,182 shares 4,182 $545K 0.01% +10 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 12,786 shares; 2025Q1: 5,035 shares; 2025Q2: 5,579 shares; 2025Q3: 5,647 shares 5,647 $539K 0.01% +68 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,051 shares; 2024Q4: 14,000 shares; 2025Q1: 12,834 shares; 2025Q2: 10,304 shares; 2025Q3: 9,625 shares 9,625 $537K 0.01% -679 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,751 shares; 2024Q4: 86,921 shares; 2025Q1: 12,984 shares; 2025Q2: 12,294 shares; 2025Q3: 12,024 shares 12,024 $535K 0.01% -270 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,421 shares; 2025Q1: 3,411 shares; 2025Q2: 3,268 shares; 2025Q3: 3,290 shares 3,290 $534K 0.01% +22 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 5,779 shares; 2025Q1: 5,701 shares; 2025Q2: 6,210 shares; 2025Q3: 6,466 shares 6,466 $533K 0.01% +256 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,413 shares 2,413 $532K 0.01% new Timeline PID 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: 25,867 shares; 2024Q4: 24,845 shares; 2025Q1: 24,691 shares; 2025Q2: 24,685 shares; 2025Q3: 24,990 shares 24,990 $531K 0.01% +305 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: 15,842 shares; 2024Q4: 11,549 shares; 2025Q1: 10,667 shares; 2025Q2: 11,700 shares; 2025Q3: 20,034 shares 20,034 $528K 0.01% +8,334 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,396 shares; 2025Q2: 1,437 shares; 2025Q3: 2,784 shares 2,784 $527K 0.01% +1,347 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: 2,001 shares; 2024Q4: 2,145 shares; 2025Q1: 2,197 shares; 2025Q2: 2,190 shares; 2025Q3: 2,132 shares 2,132 $526K 0.01% -58 Timeline IUS 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: 117,897 shares; 2024Q4: 117,355 shares; 2025Q1: 114,973 shares; 2025Q2: 115,203 shares; 2025Q3: 9,458 shares 9,458 $522K 0.01% -105,745 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,862 shares 12,862 $521K 0.01% 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: 5,833 shares; 2024Q4: 5,642 shares; 2025Q1: 5,261 shares; 2025Q2: 5,070 shares; 2025Q3: 5,103 shares 5,103 $520K 0.01% +33 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,755 shares; 2024Q4: 4,728 shares; 2025Q1: 4,728 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares 4,728 $519K 0.01% 0 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: 7,314 shares; 2024Q4: 8,497 shares; 2025Q1: 5,279 shares; 2025Q2: 3,725 shares; 2025Q3: 5,216 shares 5,216 $517K 0.01% +1,491 Timeline GARP 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: 22,083 shares; 2025Q1: 9,069 shares; 2025Q2: 8,836 shares; 2025Q3: 7,819 shares 7,819 $513K 0.01% -1,017 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: not reported; 2024Q4: not reported; 2025Q1: 2,756 shares; 2025Q2: 5,347 shares; 2025Q3: 2,571 shares 2,571 $513K 0.01% -2,776 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 2,893 shares; 2025Q3: 2,967 shares 2,967 $512K 0.01% +74 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: 9,035 shares; 2024Q4: 9,012 shares; 2025Q1: 8,880 shares; 2025Q2: 8,716 shares; 2025Q3: 8,621 shares 8,621 $511K 0.01% -95 RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,421 shares; 2025Q1: 1,611 shares; 2025Q2: 1,918 shares; 2025Q3: 1,579 shares 1,579 $511K 0.01% -339 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,667 shares; 2025Q1: 2,412 shares; 2025Q2: 2,486 shares; 2025Q3: 4,404 shares 4,404 $511K 0.01% +1,918 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,002 shares; 2025Q2: 16,254 shares; 2025Q3: 12,149 shares 12,149 $510K 0.01% -4,105 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,073 shares 10,073 $509K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 7,362 shares; 2025Q1: not reported; 2025Q2: 9,297 shares; 2025Q3: 8,159 shares 8,159 $502K 0.01% -1,138 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS 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: 28,250 shares; 2025Q2: 28,250 shares; 2025Q3: 40,750 shares 40,750 $500K 0.01% +12,500 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,550 shares; 2024Q4: 20,550 shares; 2025Q1: 20,550 shares; 2025Q2: 19,650 shares; 2025Q3: 19,650 shares 19,650 $498K 0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,764 shares; 2024Q4: 101,398 shares; 2025Q1: 104,396 shares; 2025Q2: 107,559 shares; 2025Q3: 99,640 shares 99,640 $497K 0.01% -7,919 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,003 shares; 2024Q4: 15,010 shares; 2025Q1: 15,171 shares; 2025Q2: 15,283 shares; 2025Q3: 13,328 shares 13,328 $497K 0.01% -1,955 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,711 shares; 2025Q3: 3,579 shares 3,579 $496K 0.01% +868 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 12,302 shares; 2025Q1: 12,298 shares; 2025Q2: 12,298 shares; 2025Q3: 9,521 shares 9,521 $494K 0.01% -2,777 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,593 shares 10,593 $492K 0.01% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 4,864 shares; 2025Q1: 6,139 shares; 2025Q2: 6,101 shares; 2025Q3: 4,593 shares 4,593 $490K 0.01% -1,508 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,888 shares; 2025Q3: 17,013 shares 17,013 $488K 0.01% +4,125 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,459 shares; 2024Q4: 21,941 shares; 2025Q1: 28,116 shares; 2025Q2: 26,369 shares; 2025Q3: 21,587 shares 21,587 $486K 0.01% -4,782 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,367 shares; 2025Q2: 7,004 shares; 2025Q3: 7,494 shares 7,494 $486K 0.01% +490 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,271 shares; 2024Q4: 11,790 shares; 2025Q1: 10,380 shares; 2025Q2: 26,650 shares; 2025Q3: 15,591 shares 15,591 $486K 0.01% -11,059 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,865 shares; 2024Q4: 7,614 shares; 2025Q1: 7,333 shares; 2025Q2: 7,146 shares; 2025Q3: 7,051 shares 7,051 $483K 0.01% -95 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,655 shares; 2024Q4: 24,288 shares; 2025Q1: 20,782 shares; 2025Q2: 12,666 shares; 2025Q3: 7,939 shares 7,939 $480K 0.01% -4,727 Timeline FEZ 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: 4,504 shares; 2024Q4: 4,504 shares; 2025Q1: 5,229 shares; 2025Q2: 5,892 shares; 2025Q3: 7,669 shares 7,669 $476K 0.01% +1,777 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 9,464 shares; 2025Q1: 9,529 shares; 2025Q2: 9,584 shares; 2025Q3: 9,515 shares 9,515 $476K 0.01% -69 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,662 shares; 2024Q4: 28,827 shares; 2025Q1: 27,776 shares; 2025Q2: 27,442 shares; 2025Q3: 8,632 shares 8,632 $472K 0.01% -18,810 Timeline COMT 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: 18,947 shares; 2024Q4: 19,590 shares; 2025Q1: 17,922 shares; 2025Q2: 17,313 shares; 2025Q3: 17,494 shares 17,494 $470K 0.01% +181 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,191 shares; 2024Q4: 21,718 shares; 2025Q1: 22,213 shares; 2025Q2: 22,217 shares; 2025Q3: 22,217 shares 22,217 $469K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,983 shares; 2025Q1: 2,821 shares; 2025Q2: 2,881 shares; 2025Q3: 3,072 shares 3,072 $468K 0.01% +191 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 3,825 shares; 2025Q1: 3,942 shares; 2025Q2: 3,918 shares; 2025Q3: 3,849 shares 3,849 $467K 0.01% -69 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,474 shares; 2024Q4: 14,139 shares; 2025Q1: 15,751 shares; 2025Q2: 21,238 shares; 2025Q3: 24,059 shares 24,059 $466K 0.01% +2,821 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,930 shares; 2025Q2: 5,878 shares; 2025Q3: 5,581 shares 5,581 $466K 0.01% -297 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,021 shares; 2024Q4: 11,877 shares; 2025Q1: 12,316 shares; 2025Q2: 12,425 shares; 2025Q3: 12,210 shares 12,210 $463K 0.01% -215 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,543 shares; 2024Q4: 32,084 shares; 2025Q1: 3,246 shares; 2025Q2: 3,381 shares; 2025Q3: 3,201 shares 3,201 $462K 0.01% -180 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: 3,423 shares; 2024Q4: 3,685 shares; 2025Q1: 3,812 shares; 2025Q2: 3,397 shares; 2025Q3: 3,113 shares 3,113 $459K 0.01% -284 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 12,997 shares; 2025Q3: 12,982 shares 12,982 $458K 0.01% -15 Timeline FFOG 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: not reported; 2025Q2: not reported; 2025Q3: 9,620 shares 9,620 $458K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 7,015 shares; 2025Q1: 3,380 shares; 2025Q2: 3,436 shares; 2025Q3: 3,369 shares 3,369 $456K 0.01% -67 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,729 shares 2,729 $452K 0.01% new Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,765 shares; 2025Q3: 6,810 shares 6,810 $450K 0.01% +45 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 7,638 shares; 2025Q1: 7,227 shares; 2025Q2: 8,247 shares; 2025Q3: 4,911 shares 4,911 $449K 0.01% -3,336 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 9,100 shares; 2025Q3: 6,841 shares 6,841 $449K 0.01% -2,259 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 982 shares; 2025Q1: 1,879 shares; 2025Q2: 1,490 shares; 2025Q3: 1,447 shares 1,447 $448K 0.01% -43 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 563 shares; 2025Q1: 722 shares; 2025Q2: 751 shares; 2025Q3: 903 shares 903 $445K 0.01% +152 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,878 shares; 2025Q1: 5,727 shares; 2025Q2: 4,777 shares; 2025Q3: 5,092 shares 5,092 $443K 0.01% +315 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 5,072 shares; 2025Q1: 3,798 shares; 2025Q2: 3,911 shares; 2025Q3: 4,001 shares 4,001 $443K 0.01% +90 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,154 shares; 2024Q4: 11,154 shares; 2025Q1: 12,471 shares; 2025Q2: 12,041 shares; 2025Q3: 12,179 shares 12,179 $440K 0.01% +138 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 1,002 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 780 shares 780 $439K 0.01% -128 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 4,030 shares; 2025Q1: 3,929 shares; 2025Q2: 4,434 shares; 2025Q3: 4,450 shares 4,450 $438K 0.01% +16 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 27,634 shares; 2025Q3: 18,867 shares 18,867 $436K 0.01% -8,767 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 2,909 shares; 2025Q1: 2,493 shares; 2025Q2: 3,416 shares; 2025Q3: 3,075 shares 3,075 $436K 0.01% -341 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: 189 shares; 2024Q4: 223 shares; 2025Q1: 471 shares; 2025Q2: 3,563 shares; 2025Q3: 4,028 shares 4,028 $434K 0.01% +465 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,891 shares; 2025Q1: 1,966 shares; 2025Q2: 2,119 shares; 2025Q3: 2,094 shares 2,094 $433K 0.01% -25 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares 1,726 $433K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,928 shares; 2025Q3: 1,833 shares 1,833 $433K 0.01% -95 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 2,578 shares; 2025Q1: 2,343 shares; 2025Q2: 2,320 shares; 2025Q3: 4,381 shares 4,381 $432K 0.01% +2,061 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: 18,248 shares; 2024Q4: 14,391 shares; 2025Q1: 16,054 shares; 2025Q2: 15,748 shares; 2025Q3: 16,565 shares 16,565 $431K 0.01% +817 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,261 shares; 2025Q1: 4,456 shares; 2025Q2: 2,353 shares; 2025Q3: 2,741 shares 2,741 $430K 0.01% +388 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: 1,411 shares; 2024Q4: 1,414 shares; 2025Q1: 1,418 shares; 2025Q2: 1,413 shares; 2025Q3: 1,417 shares 1,417 $428K 0.01% +4 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: 12,103 shares; 2024Q4: 11,687 shares; 2025Q1: 12,224 shares; 2025Q2: 11,082 shares; 2025Q3: 10,807 shares 10,807 $428K 0.01% -275 Timeline HIDV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,843 shares; 2025Q1: 5,500 shares; 2025Q2: 5,526 shares; 2025Q3: 5,405 shares 5,405 $427K 0.01% -121 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,020 shares; 2024Q4: 77,401 shares; 2025Q1: 79,113 shares; 2025Q2: 81,758 shares; 2025Q3: 8,402 shares 8,402 $426K 0.01% -73,356 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,860 shares; 2025Q1: 1,900 shares; 2025Q2: 1,911 shares; 2025Q3: 2,152 shares 2,152 $425K 0.01% +241 Timeline EQWL 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: 2,359 shares; 2024Q4: 2,845 shares; 2025Q1: 2,857 shares; 2025Q2: 2,770 shares; 2025Q3: 3,706 shares 3,706 $425K 0.01% +936 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: 4,490 shares; 2024Q4: 3,860 shares; 2025Q1: 4,198 shares; 2025Q2: 3,723 shares; 2025Q3: 3,779 shares 3,779 $424K 0.01% +56 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares 652 $424K 0.01% new Timeline ARKF 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: 7,455 shares; 2025Q2: 7,455 shares; 2025Q3: 7,455 shares 7,455 $423K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,440 shares 11,440 $422K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,822 shares; 2025Q1: 2,505 shares; 2025Q2: 1,318 shares; 2025Q3: 1,200 shares 1,200 $422K 0.01% -118 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP 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: 10,966 shares; 2025Q2: 20,126 shares; 2025Q3: 29,091 shares 29,091 $420K 0.01% +8,965 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN 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: 20,783 shares 20,783 $420K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 3,444 shares; 2025Q1: 2,718 shares; 2025Q2: 2,756 shares; 2025Q3: 3,142 shares 3,142 $419K 0.01% +386 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 1,039 shares; 2025Q2: 1,037 shares; 2025Q3: 1,056 shares 1,056 $418K 0.01% +19 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,226 shares; 2025Q1: 13,226 shares; 2025Q2: 12,520 shares; 2025Q3: 11,331 shares 11,331 $416K 0.01% -1,189 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,387 shares; 2024Q4: 9,122 shares; 2025Q1: 9,023 shares; 2025Q2: 9,593 shares; 2025Q3: 9,567 shares 9,567 $414K 0.01% -26 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,445 shares; 2024Q4: 135,245 shares; 2025Q1: 175,095 shares; 2025Q2: 191,597 shares; 2025Q3: 193,043 shares 193,043 $413K 0.01% +1,446 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 1,067 shares; 2025Q1: 1,068 shares; 2025Q2: 1,055 shares; 2025Q3: 1,191 shares 1,191 $412K 0.01% +136 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: 1,046 shares; 2024Q4: 1,090 shares; 2025Q1: 1,255 shares; 2025Q2: 1,415 shares; 2025Q3: 1,427 shares 1,427 $412K 0.01% +12 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,355 shares; 2025Q3: 14,076 shares 14,076 $410K 0.01% -2,279 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,524 shares; 2025Q1: 2,399 shares; 2025Q2: 2,420 shares; 2025Q3: 2,450 shares 2,450 $409K 0.01% +30 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,190 shares; 2024Q4: 12,002 shares; 2025Q1: 13,871 shares; 2025Q2: 13,871 shares; 2025Q3: 14,184 shares 14,184 $408K 0.01% +313 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 6,157 shares; 2025Q1: 6,259 shares; 2025Q2: 6,027 shares; 2025Q3: 7,315 shares 7,315 $398K 0.01% +1,288 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: 17,877 shares; 2024Q4: 16,407 shares; 2025Q1: 15,568 shares; 2025Q2: 20,687 shares; 2025Q3: 21,255 shares 21,255 $397K 0.01% +568 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 4,562 shares; 2025Q1: 4,718 shares; 2025Q2: not reported; 2025Q3: 7,799 shares 7,799 $397K 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,215 shares; 2024Q4: 80,113 shares; 2025Q1: 85,202 shares; 2025Q2: 4,272 shares; 2025Q3: 3,650 shares 3,650 $396K 0.01% -622 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,838 shares; 2025Q2: 15,202 shares; 2025Q3: 16,113 shares 16,113 $396K 0.01% +911 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,725 shares; 2024Q4: 4,974 shares; 2025Q1: 4,838 shares; 2025Q2: 35,704 shares; 2025Q3: 5,076 shares 5,076 $395K 0.01% -30,628 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,661 shares; 2025Q1: 2,494 shares; 2025Q2: 2,482 shares; 2025Q3: 2,490 shares 2,490 $394K 0.01% +8 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 1,739 shares; 2025Q1: 1,708 shares; 2025Q2: 1,716 shares; 2025Q3: 1,719 shares 1,719 $391K 0.01% +3 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,645 shares; 2025Q1: 1,454 shares; 2025Q2: 1,393 shares; 2025Q3: 2,189 shares 2,189 $389K 0.01% +796 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 3,135 shares 3,135 $388K 0.01% +441 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 2,495 shares; 2025Q1: 2,474 shares; 2025Q2: 2,001 shares; 2025Q3: 2,051 shares 2,051 $387K 0.01% +50 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL 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: 9,941 shares 9,941 $386K 0.01% new 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: 3,437 shares; 2024Q4: 4,053 shares; 2025Q1: 3,332 shares; 2025Q2: 2,777 shares; 2025Q3: 2,753 shares 2,753 $383K 0.01% -24 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 782 shares; 2025Q1: 888 shares; 2025Q2: 776 shares; 2025Q3: 804 shares 804 $383K 0.01% +28 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,141 shares; 2024Q4: 6,126 shares; 2025Q1: 6,051 shares; 2025Q2: 6,051 shares; 2025Q3: 5,845 shares 5,845 $382K 0.01% -206 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,118 shares; 2025Q1: 3,455 shares; 2025Q2: 3,592 shares; 2025Q3: 5,696 shares 5,696 $381K 0.01% +2,104 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,680 shares; 2024Q4: 10,427 shares; 2025Q1: 11,170 shares; 2025Q2: 11,170 shares; 2025Q3: 8,847 shares 8,847 $380K 0.01% -2,323 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: 6,026 shares; 2024Q4: 7,360 shares; 2025Q1: 6,728 shares; 2025Q2: 6,212 shares; 2025Q3: 4,538 shares 4,538 $379K 0.01% -1,674 Timeline IXJ 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: 5,847 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,846 shares; 2025Q3: 4,241 shares 4,241 $376K 0.01% -605 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 4,306 shares; 2025Q1: 4,265 shares; 2025Q2: 4,521 shares; 2025Q3: 4,275 shares 4,275 $375K 0.01% -246 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,839 shares; 2024Q4: 17,545 shares; 2025Q1: 17,573 shares; 2025Q2: 15,111 shares; 2025Q3: 25,903 shares 25,903 $374K 0.01% +10,792 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: 10,647 shares; 2025Q1: 5,895 shares; 2025Q2: 8,837 shares; 2025Q3: 7,422 shares 7,422 $373K 0.01% -1,415 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,883 shares; 2025Q2: 8,955 shares; 2025Q3: 5,233 shares 5,233 $371K 0.01% -3,722 Timeline OBIL 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: 9,400 shares; 2024Q4: 16,181 shares; 2025Q1: 14,711 shares; 2025Q2: 8,116 shares; 2025Q3: 7,328 shares 7,328 $369K 0.01% -788 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 7,473 shares; 2025Q1: 7,473 shares; 2025Q2: 7,473 shares; 2025Q3: 7,473 shares 7,473 $368K 0.01% 0 Timeline ALTY GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,917 shares 30,917 $367K 0.01% new Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 19,835 shares; 2025Q3: 17,322 shares 17,322 $366K 0.01% -2,513 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 518 shares 518 $362K 0.01% +76 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,428 shares 11,428 $361K 0.01% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 6,696 shares; 2025Q1: 6,496 shares; 2025Q2: 106,968 shares; 2025Q3: 7,165 shares 7,165 $361K 0.01% -99,803 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,794 shares; 2024Q4: 7,569 shares; 2025Q1: 6,956 shares; 2025Q2: 1,824 shares; 2025Q3: 1,801 shares 1,801 $360K 0.01% -23 Timeline JEMA 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: 7,574 shares 7,574 $360K 0.01% new Timeline XISE 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: 20,083 shares; 2024Q4: 21,061 shares; 2025Q1: 12,182 shares; 2025Q2: 12,182 shares; 2025Q3: 11,788 shares 11,788 $356K 0.01% -394 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,324 shares 18,324 $356K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,556 shares; 2025Q1: not reported; 2025Q2: 4,985 shares; 2025Q3: 8,968 shares 8,968 $352K 0.01% +3,983 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,182 shares; 2025Q1: 7,423 shares; 2025Q2: 7,643 shares; 2025Q3: 8,553 shares 8,553 $351K 0.01% +910 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,773 shares; 2025Q1: 2,718 shares; 2025Q2: 42,711 shares; 2025Q3: 2,665 shares 2,665 $350K 0.01% -40,046 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,375 shares; 2024Q4: 29,383 shares; 2025Q1: 18,093 shares; 2025Q2: 18,379 shares; 2025Q3: 14,875 shares 14,875 $349K 0.01% -3,504 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,769 shares; 2025Q1: 1,210 shares; 2025Q2: 2,121 shares; 2025Q3: 1,633 shares 1,633 $349K 0.01% -488 Timeline XSHD 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: 25,851 shares; 2025Q1: 28,926 shares; 2025Q2: 28,863 shares; 2025Q3: 25,942 shares 25,942 $348K 0.01% -2,921 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,900 shares; 2025Q1: 3,861 shares; 2025Q2: 3,377 shares; 2025Q3: 3,262 shares 3,262 $348K 0.01% -115 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,876 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares 2,926 $345K 0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,194 shares; 2024Q4: 8,710 shares; 2025Q1: 7,560 shares; 2025Q2: 6,376 shares; 2025Q3: 5,545 shares 5,545 $343K 0.01% -831 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 5,225 shares; 2025Q1: 5,153 shares; 2025Q2: 5,267 shares; 2025Q3: 3,654 shares 3,654 $343K 0.01% -1,613 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,376 shares; 2025Q1: 3,236 shares; 2025Q2: 3,199 shares; 2025Q3: 3,323 shares 3,323 $341K 0.01% +124 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,442 shares; 2025Q2: 4,906 shares; 2025Q3: 6,456 shares 6,456 $341K 0.01% +1,550 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: 4,797 shares; 2024Q4: 4,371 shares; 2025Q1: 4,369 shares; 2025Q2: 3,477 shares; 2025Q3: 3,302 shares 3,302 $340K 0.01% -175 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,549 shares 1,549 $340K 0.01% new Timeline REGL 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: 5,330 shares; 2024Q4: 5,008 shares; 2025Q1: 5,008 shares; 2025Q2: 3,949 shares; 2025Q3: 3,973 shares 3,973 $339K 0.01% +24 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR 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: 5,670 shares; 2025Q3: 5,670 shares 5,670 $337K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,819 shares 3,819 $337K 0.01% new 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: 5,034 shares; 2024Q4: 5,410 shares; 2025Q1: 5,155 shares; 2025Q2: 41,575 shares; 2025Q3: 6,174 shares 6,174 $335K 0.01% -35,401 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,726 shares; 2025Q1: 1,650 shares; 2025Q2: 1,506 shares; 2025Q3: 1,753 shares 1,753 $335K 0.01% +247 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: 598 shares; 2025Q2: 604 shares; 2025Q3: 592 shares 592 $335K 0.01% -12 Timeline INSM INSMED INC More: the full row for INSMED 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: 2,261 shares; 2025Q3: 2,321 shares 2,321 $334K 0.01% +60 Timeline IYY 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: 2,145 shares; 2024Q4: 2,145 shares; 2025Q1: 2,125 shares; 2025Q2: 2,099 shares; 2025Q3: 2,054 shares 2,054 $334K 0.01% -45 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,157 shares; 2024Q4: 55,514 shares; 2025Q1: 55,874 shares; 2025Q2: 55,989 shares; 2025Q3: 53,166 shares 53,166 $333K 0.01% -2,823 Timeline EZM 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: 5,049 shares; 2024Q4: 5,049 shares; 2025Q1: 5,049 shares; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares 5,049 $333K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,486 shares 1,486 $331K 0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,928 shares; 2025Q3: 2,872 shares 2,872 $330K 0.01% -56 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,285 shares; 2024Q4: 5,535 shares; 2025Q1: 5,208 shares; 2025Q2: 4,261 shares; 2025Q3: 4,275 shares 4,275 $329K 0.01% +14 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,354 shares; 2024Q4: 34,354 shares; 2025Q1: 34,434 shares; 2025Q2: 31,771 shares; 2025Q3: 31,413 shares 31,413 $326K <0.01% -358 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,861 shares 4,861 $326K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,471 shares; 2024Q4: 23,376 shares; 2025Q1: 19,788 shares; 2025Q2: 20,054 shares; 2025Q3: 16,579 shares 16,579 $324K <0.01% -3,475 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK 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: 17,312 shares 17,312 $323K <0.01% new Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,285 shares; 2024Q4: 12,457 shares; 2025Q1: 12,690 shares; 2025Q2: 12,868 shares; 2025Q3: 13,003 shares 13,003 $322K <0.01% +135 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 4,938 shares; 2025Q1: 5,309 shares; 2025Q2: 5,538 shares; 2025Q3: 4,835 shares 4,835 $319K <0.01% -703 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,251 shares 15,251 $319K <0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: not reported; 2025Q1: 1,102 shares; 2025Q2: 1,248 shares; 2025Q3: 1,222 shares 1,222 $317K <0.01% -26 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,364 shares; 2025Q1: 1,478 shares; 2025Q2: 1,514 shares; 2025Q3: 1,521 shares 1,521 $316K <0.01% +7 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,047 shares; 2024Q4: 15,231 shares; 2025Q1: 11,480 shares; 2025Q2: 11,471 shares; 2025Q3: 11,471 shares 11,471 $315K <0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 80,522 shares; 2025Q1: 12,342 shares; 2025Q2: 9,074 shares; 2025Q3: 6,344 shares 6,344 $314K <0.01% -2,730 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,845 shares; 2024Q4: 100,060 shares; 2025Q1: 100,060 shares; 2025Q2: 100,060 shares; 2025Q3: 85,330 shares 85,330 $311K <0.01% -14,730 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,294 shares; 2025Q3: 6,762 shares 6,762 $310K <0.01% +1,468 Timeline ONEV 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: 43,628 shares; 2024Q4: 43,544 shares; 2025Q1: 42,534 shares; 2025Q2: 42,619 shares; 2025Q3: 2,315 shares 2,315 $308K <0.01% -40,304 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,971 shares; 2025Q1: 36,143 shares; 2025Q2: 34,711 shares; 2025Q3: 9,319 shares 9,319 $308K <0.01% -25,392 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 18,087 shares; 2025Q1: 22,121 shares; 2025Q2: 24,163 shares; 2025Q3: 25,164 shares 25,164 $306K <0.01% +1,001 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,247 shares; 2025Q3: 2,257 shares 2,257 $306K <0.01% +10 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,474 shares; 2024Q4: 30,724 shares; 2025Q1: 30,849 shares; 2025Q2: 30,856 shares; 2025Q3: 23,899 shares 23,899 $305K <0.01% -6,957 Timeline PWB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,277 shares; 2025Q3: 2,427 shares 2,427 $304K <0.01% +150 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,699 shares; 2024Q4: 9,469 shares; 2025Q1: 10,965 shares; 2025Q2: 10,358 shares; 2025Q3: 9,831 shares 9,831 $304K <0.01% -527 Timeline VICI VICI PPTYS INC More: the full row for VICI 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: 6,796 shares; 2025Q3: 9,332 shares 9,332 $304K <0.01% +2,536 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,821 shares; 2024Q4: 11,821 shares; 2025Q1: 11,821 shares; 2025Q2: 11,821 shares; 2025Q3: 11,810 shares 11,810 $304K <0.01% -11 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: 2,867 shares; 2024Q4: 3,465 shares; 2025Q1: 2,971 shares; 2025Q2: 3,270 shares; 2025Q3: 3,695 shares 3,695 $303K <0.01% +425 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,509 shares; 2025Q1: not reported; 2025Q2: 13,560 shares; 2025Q3: 11,623 shares 11,623 $301K <0.01% -1,937 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,144 shares; 2024Q4: 7,593 shares; 2025Q1: 8,336 shares; 2025Q2: 9,130 shares; 2025Q3: 9,205 shares 9,205 $301K <0.01% +75 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: 3,365 shares 3,365 $301K <0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,233 shares; 2024Q4: 5,233 shares; 2025Q1: 4,733 shares; 2025Q2: 4,733 shares; 2025Q3: 4,733 shares 4,733 $300K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,707 shares; 2025Q1: 5,707 shares; 2025Q2: 139,184 shares; 2025Q3: 6,445 shares 6,445 $299K <0.01% -132,739 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,799 shares; 2025Q1: 9,415 shares; 2025Q2: 8,660 shares; 2025Q3: 7,692 shares 7,692 $299K <0.01% -968 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: 17,153 shares; 2024Q4: 15,278 shares; 2025Q1: 14,859 shares; 2025Q2: 14,607 shares; 2025Q3: 30,537 shares 30,537 $299K <0.01% +15,930 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,532 shares; 2025Q3: 2,942 shares 2,942 $299K <0.01% +410 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,945 shares; 2024Q4: 11,581 shares; 2025Q1: 10,531 shares; 2025Q2: not reported; 2025Q3: 12,022 shares 12,022 $299K <0.01% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD 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: 12,187 shares; 2025Q3: 23,102 shares 23,102 $299K <0.01% +10,915 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: not reported; 2024Q4: 3,470 shares; 2025Q1: not reported; 2025Q2: 3,569 shares; 2025Q3: 3,909 shares 3,909 $297K <0.01% +340 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 13,937 shares; 2025Q1: 4,925 shares; 2025Q2: 4,650 shares; 2025Q3: 4,860 shares 4,860 $296K <0.01% +210 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 5,881 shares; 2025Q1: 5,936 shares; 2025Q2: 6,638 shares; 2025Q3: 6,233 shares 6,233 $294K <0.01% -405 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: 7,459 shares; 2025Q1: 7,546 shares; 2025Q2: 7,926 shares; 2025Q3: 6,564 shares 6,564 $294K <0.01% -1,362 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 1,767 shares; 2025Q3: 1,765 shares 1,765 $293K <0.01% -2 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,392 shares; 2024Q4: 4,943 shares; 2025Q1: 5,404 shares; 2025Q2: 5,266 shares; 2025Q3: 5,282 shares 5,282 $293K <0.01% +16 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,770 shares; 2025Q1: 7,770 shares; 2025Q2: 7,770 shares; 2025Q3: 7,770 shares 7,770 $293K <0.01% 0 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,353 shares; 2024Q4: 5,333 shares; 2025Q1: 5,270 shares; 2025Q2: 5,210 shares; 2025Q3: 5,210 shares 5,210 $291K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,045 shares; 2025Q1: 13,563 shares; 2025Q2: 14,493 shares; 2025Q3: 18,222 shares 18,222 $290K <0.01% +3,729 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,099 shares; 2025Q1: 3,114 shares; 2025Q2: 3,036 shares; 2025Q3: 3,065 shares 3,065 $289K <0.01% +29 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,675 shares; 2024Q4: 7,575 shares; 2025Q1: 7,569 shares; 2025Q2: 7,569 shares; 2025Q3: 6,825 shares 6,825 $288K <0.01% -744 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: 109,721 shares; 2024Q4: 9,540 shares; 2025Q1: 5,897 shares; 2025Q2: 4,481 shares; 2025Q3: 4,483 shares 4,483 $288K <0.01% +2 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,238 shares; 2024Q4: 24,111 shares; 2025Q1: 8,023 shares; 2025Q2: 8,030 shares; 2025Q3: 8,995 shares 8,995 $287K <0.01% +965 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: 3,920 shares; 2024Q4: 3,871 shares; 2025Q1: 3,942 shares; 2025Q2: 4,002 shares; 2025Q3: 4,034 shares 4,034 $287K <0.01% +32 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 6,944 shares; 2025Q1: 6,991 shares; 2025Q2: 7,036 shares; 2025Q3: 7,088 shares 7,088 $287K <0.01% +52 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,790 shares; 2024Q4: 11,298 shares; 2025Q1: 11,029 shares; 2025Q2: 11,449 shares; 2025Q3: 6,432 shares 6,432 $286K <0.01% -5,017 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: 3,427 shares; 2024Q4: 11,031 shares; 2025Q1: not reported; 2025Q2: 10,841 shares; 2025Q3: 11,114 shares 11,114 $286K <0.01% +273 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: 357,607 shares; 2024Q4: 340,913 shares; 2025Q1: 363,101 shares; 2025Q2: 20,263 shares; 2025Q3: 15,584 shares 15,584 $285K <0.01% -4,679 Timeline QQQJ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,956 shares 7,956 $285K <0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,816 shares; 2025Q1: 3,719 shares; 2025Q2: 3,719 shares; 2025Q3: 3,559 shares 3,559 $285K <0.01% -160 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,611 shares; 2024Q4: 15,611 shares; 2025Q1: 15,611 shares; 2025Q2: 15,611 shares; 2025Q3: 15,611 shares 15,611 $283K <0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 6,082 shares; 2025Q1: 5,971 shares; 2025Q2: 5,882 shares; 2025Q3: 6,492 shares 6,492 $282K <0.01% +610 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3,676 shares; 2025Q1: 3,195 shares; 2025Q2: 3,090 shares; 2025Q3: 3,020 shares 3,020 $281K <0.01% -70 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,253 shares; 2025Q1: 1,942 shares; 2025Q2: 1,924 shares; 2025Q3: 2,160 shares 2,160 $281K <0.01% +236 Timeline GDE 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: 4,888 shares 4,888 $281K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 6,268 shares; 2025Q1: 6,093 shares; 2025Q2: 6,155 shares; 2025Q3: 6,019 shares 6,019 $279K <0.01% -136 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,826 shares; 2025Q1: 4,124 shares; 2025Q2: 2,927 shares; 2025Q3: 2,749 shares 2,749 $279K <0.01% -178 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,321 shares 3,321 $278K <0.01% new Timeline BSCU 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: 13,460 shares; 2024Q4: 12,237 shares; 2025Q1: 13,071 shares; 2025Q2: 14,112 shares; 2025Q3: 16,465 shares 16,465 $278K <0.01% +2,353 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,022 shares; 2025Q1: 24,449 shares; 2025Q2: 19,568 shares; 2025Q3: 11,237 shares 11,237 $278K <0.01% -8,331 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 6,186 shares; 2025Q3: 5,304 shares 5,304 $278K <0.01% -882 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,709 shares; 2024Q4: not reported; 2025Q1: 6,008 shares; 2025Q2: 5,068 shares; 2025Q3: 5,894 shares 5,894 $277K <0.01% +826 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,030 shares; 2025Q1: 30,799 shares; 2025Q2: 2,560 shares; 2025Q3: 2,659 shares 2,659 $276K <0.01% +99 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: 6,343 shares; 2024Q4: 7,481 shares; 2025Q1: 5,571 shares; 2025Q2: 3,447 shares; 2025Q3: 3,096 shares 3,096 $275K <0.01% -351 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL 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: 12,082 shares 12,082 $275K <0.01% new Timeline