QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,924 shares; 2024Q4: 73,816 shares; 2025Q1: 80,698 shares; 2025Q2: 123,289 shares; 2025Q3: 130,955 shares 130,955 $32.4M 4.8% +7,666 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,767 shares; 2024Q4: 42,479 shares; 2025Q1: 59,212 shares; 2025Q2: 44,150 shares; 2025Q3: 41,395 shares 41,395 $24.9M 3.69% -2,755 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,356 shares; 2025Q1: 34,819 shares; 2025Q2: 35,335 shares; 2025Q3: 33,510 shares 33,510 $22.4M 3.33% -1,825 Timeline XMHQ 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: 164,013 shares; 2024Q4: 181,912 shares; 2025Q1: 192,164 shares; 2025Q2: 187,923 shares; 2025Q3: 186,274 shares 186,274 $19.6M 2.9% -1,649 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,399 shares; 2024Q4: 61,479 shares; 2025Q1: 67,966 shares; 2025Q2: 69,002 shares; 2025Q3: 74,102 shares 74,102 $18.9M 2.8% +5,100 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,111 shares; 2024Q4: 27,513 shares; 2025Q1: 32,461 shares; 2025Q2: 33,281 shares; 2025Q3: 34,592 shares 34,592 $17.9M 2.66% +1,311 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,725 shares; 2024Q4: 233,850 shares; 2025Q1: 239,946 shares; 2025Q2: 266,086 shares; 2025Q3: 268,057 shares 268,057 $17.3M 2.57% +1,971 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,657 shares; 2024Q4: 43,112 shares; 2025Q1: 72,732 shares; 2025Q2: 72,723 shares; 2025Q3: 88,486 shares 88,486 $16.5M 2.45% +15,763 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,512 shares; 2024Q4: 24,998 shares; 2025Q1: 28,230 shares; 2025Q2: 32,898 shares; 2025Q3: 36,971 shares 36,971 $16.4M 2.44% +4,073 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,198 shares; 2024Q4: 79,946 shares; 2025Q1: 149,889 shares; 2025Q2: 152,464 shares; 2025Q3: 208,104 shares 208,104 $14.2M 2.1% +55,640 Timeline DFUS 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: 96,289 shares; 2024Q4: 99,302 shares; 2025Q1: 165,526 shares; 2025Q2: 175,324 shares; 2025Q3: 185,002 shares 185,002 $13.4M 1.99% +9,678 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 6,204 shares; 2025Q1: 16,800 shares; 2025Q2: 21,032 shares; 2025Q3: 21,330 shares 21,330 $13.1M 1.94% +298 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,414 shares; 2024Q4: 38,245 shares; 2025Q1: 46,738 shares; 2025Q2: 47,492 shares; 2025Q3: 50,548 shares 50,548 $11.1M 1.65% +3,056 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,351 shares; 2024Q4: 189,719 shares; 2025Q1: 193,805 shares; 2025Q2: 198,514 shares; 2025Q3: 304,891 shares 304,891 $10.9M 1.63% +106,377 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,288 shares; 2024Q4: 265,170 shares; 2025Q1: 267,156 shares; 2025Q2: 273,091 shares; 2025Q3: 248,657 shares 248,657 $10.5M 1.55% -24,434 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: 160,779 shares; 2024Q4: 167,776 shares; 2025Q1: 144,127 shares; 2025Q2: 134,614 shares; 2025Q3: 141,144 shares 141,144 $8.12M 1.21% +6,530 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: 50,875 shares; 2024Q4: 61,674 shares; 2025Q1: 81,904 shares; 2025Q2: 84,918 shares; 2025Q3: 72,883 shares 72,883 $7.25M 1.08% -12,035 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,056 shares; 2024Q4: 14,149 shares; 2025Q1: 42,243 shares; 2025Q2: 41,802 shares; 2025Q3: 40,980 shares 40,980 $7.15M 1.06% -822 Timeline SDVY 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: 66,887 shares; 2024Q4: 70,987 shares; 2025Q1: 82,145 shares; 2025Q2: 40,943 shares; 2025Q3: 184,717 shares 184,717 $7.02M 1.04% +143,774 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: 85,461 shares; 2024Q4: 87,603 shares; 2025Q1: 99,747 shares; 2025Q2: 100,271 shares; 2025Q3: 102,275 shares 102,275 $7M 1.04% +2,004 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 7,403 shares; 2025Q1: 29,643 shares; 2025Q2: 24,396 shares; 2025Q3: 32,983 shares 32,983 $6.88M 1.02% +8,587 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,461 shares 152,461 $6.7M 0.99% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,854 shares; 2024Q4: 96,066 shares; 2025Q1: 65,966 shares; 2025Q2: 81,134 shares; 2025Q3: 83,181 shares 83,181 $6.1M 0.91% +2,047 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: 50,173 shares; 2024Q4: 81,134 shares; 2025Q1: 88,303 shares; 2025Q2: 90,449 shares; 2025Q3: 62,706 shares 62,706 $5.58M 0.83% -27,743 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,654 shares; 2024Q4: 30,514 shares; 2025Q1: 48,200 shares; 2025Q2: 48,088 shares; 2025Q3: 46,431 shares 46,431 $5.52M 0.82% -1,657 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: 28,837 shares; 2024Q4: 30,047 shares; 2025Q1: 47,641 shares; 2025Q2: 49,020 shares; 2025Q3: 27,956 shares 27,956 $5.44M 0.81% -21,064 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,136 shares; 2024Q4: 13,350 shares; 2025Q1: 17,017 shares; 2025Q2: 18,131 shares; 2025Q3: 17,085 shares 17,085 $5.39M 0.8% -1,046 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,457 shares; 2024Q4: 13,704 shares; 2025Q1: 19,011 shares; 2025Q2: 19,256 shares; 2025Q3: 21,088 shares 21,088 $5.13M 0.76% +1,832 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,999 shares; 2025Q1: 13,826 shares; 2025Q2: 16,158 shares; 2025Q3: 15,537 shares 15,537 $5.13M 0.76% -621 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,863 shares; 2025Q1: 6,289 shares; 2025Q2: 6,057 shares; 2025Q3: 7,446 shares 7,446 $4.96M 0.74% +1,389 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,734 shares; 2025Q2: 14,913 shares; 2025Q3: 14,915 shares 14,915 $4.81M 0.71% +2 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,594 shares; 2025Q1: 8,656 shares; 2025Q2: 10,261 shares; 2025Q3: 9,461 shares 9,461 $4.76M 0.71% -800 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: not reported; 2024Q4: not reported; 2025Q1: 36,364 shares; 2025Q2: 35,247 shares; 2025Q3: 32,052 shares 32,052 $4.67M 0.69% -3,195 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,366 shares; 2024Q4: 76,631 shares; 2025Q1: 98,456 shares; 2025Q2: 95,105 shares; 2025Q3: 81,376 shares 81,376 $4.59M 0.68% -13,729 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,297 shares 136,297 $4.56M 0.68% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,933 shares; 2024Q4: 82,662 shares; 2025Q1: 82,934 shares; 2025Q2: 83,772 shares; 2025Q3: 46,679 shares 46,679 $4.37M 0.65% -37,093 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,859 shares; 2024Q4: 120,188 shares; 2025Q1: 126,180 shares; 2025Q2: 127,373 shares; 2025Q3: 130,661 shares 130,661 $4.17M 0.62% +3,288 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,563 shares; 2025Q1: 4,466 shares; 2025Q2: 4,940 shares; 2025Q3: 5,648 shares 5,648 $4.15M 0.62% +708 Timeline ILOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,980 shares 96,980 $4.12M 0.61% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,911 shares; 2024Q4: 62,573 shares; 2025Q1: 63,542 shares; 2025Q2: 62,365 shares; 2025Q3: 62,238 shares 62,238 $4.11M 0.61% -127 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,989 shares; 2024Q4: 133,503 shares; 2025Q1: 143,241 shares; 2025Q2: 140,130 shares; 2025Q3: 136,796 shares 136,796 $3.86M 0.57% -3,334 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: 35,170 shares; 2024Q4: 111,891 shares; 2025Q1: 120,527 shares; 2025Q2: 125,092 shares; 2025Q3: 131,422 shares 131,422 $3.83M 0.57% +6,330 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,051 shares; 2024Q4: 15,444 shares; 2025Q1: 32,186 shares; 2025Q2: 33,057 shares; 2025Q3: 33,746 shares 33,746 $3.8M 0.56% +689 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,650 shares; 2024Q4: 16,380 shares; 2025Q1: 17,985 shares; 2025Q2: 19,035 shares; 2025Q3: 20,035 shares 20,035 $3.8M 0.56% +1,000 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,403 shares; 2024Q4: 86,300 shares; 2025Q1: 83,086 shares; 2025Q2: 80,334 shares; 2025Q3: 80,101 shares 80,101 $3.7M 0.55% -233 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: not reported; 2024Q4: not reported; 2025Q1: 31,631 shares; 2025Q2: 35,661 shares; 2025Q3: 23,806 shares 23,806 $3.7M 0.55% -11,855 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,356 shares; 2024Q4: 37,168 shares; 2025Q1: 56,563 shares; 2025Q2: 57,444 shares; 2025Q3: 56,396 shares 56,396 $3.68M 0.55% -1,048 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,655 shares; 2024Q4: 29,502 shares; 2025Q1: 28,917 shares; 2025Q2: 30,992 shares; 2025Q3: 31,478 shares 31,478 $3.68M 0.55% +486 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,285 shares; 2024Q4: 33,856 shares; 2025Q1: 33,227 shares; 2025Q2: 35,534 shares; 2025Q3: 28,750 shares 28,750 $3.47M 0.52% -6,784 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,322 shares 92,322 $3.34M 0.5% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,704 shares; 2024Q4: 34,746 shares; 2025Q1: 35,318 shares; 2025Q2: 37,402 shares; 2025Q3: 42,548 shares 42,548 $3.25M 0.48% +5,146 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,326 shares; 2025Q3: 11,411 shares 11,411 $3.11M 0.46% +8,085 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: 62,718 shares; 2024Q4: 62,527 shares; 2025Q1: 33,456 shares; 2025Q2: 30,060 shares; 2025Q3: 29,546 shares 29,546 $3.05M 0.45% -514 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,476 shares; 2024Q4: 28,775 shares; 2025Q1: 35,570 shares; 2025Q2: 34,637 shares; 2025Q3: 34,736 shares 34,736 $3.03M 0.45% +99 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 10,112 shares; 2025Q1: 10,241 shares; 2025Q2: 10,241 shares; 2025Q3: 10,289 shares 10,289 $3.02M 0.45% +48 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,132 shares; 2025Q1: 3,167 shares; 2025Q2: 3,535 shares; 2025Q3: 3,884 shares 3,884 $2.96M 0.44% +349 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,063 shares; 2025Q1: 10,258 shares; 2025Q2: 9,887 shares; 2025Q3: 9,809 shares 9,809 $2.92M 0.43% -78 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,089 shares; 2025Q2: 24,558 shares; 2025Q3: 25,453 shares 25,453 $2.91M 0.43% +895 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,339 shares; 2024Q4: 7,375 shares; 2025Q1: 10,358 shares; 2025Q2: 11,698 shares; 2025Q3: 12,253 shares 12,253 $2.9M 0.43% +555 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 6,314 shares; 2025Q1: 6,972 shares; 2025Q2: 7,284 shares; 2025Q3: 7,097 shares 7,097 $2.88M 0.43% -187 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,762 shares; 2025Q1: 5,365 shares; 2025Q2: 5,838 shares; 2025Q3: 6,523 shares 6,523 $2.7M 0.4% +685 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,153 shares; 2024Q4: 36,726 shares; 2025Q1: 55,741 shares; 2025Q2: 68,091 shares; 2025Q3: 67,367 shares 67,367 $2.53M 0.38% -724 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,977 shares; 2024Q4: 11,492 shares; 2025Q1: 13,457 shares; 2025Q2: 13,293 shares; 2025Q3: 13,214 shares 13,214 $2.45M 0.36% -79 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 1,899 shares; 2025Q1: 5,027 shares; 2025Q2: 4,578 shares; 2025Q3: 4,842 shares 4,842 $2.32M 0.34% +264 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,575 shares; 2024Q4: 80,865 shares; 2025Q1: 86,344 shares; 2025Q2: 88,130 shares; 2025Q3: 88,397 shares 88,397 $2.29M 0.34% +267 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,429 shares; 2024Q4: 29,879 shares; 2025Q1: 43,179 shares; 2025Q2: 43,250 shares; 2025Q3: 43,939 shares 43,939 $2.27M 0.34% +689 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,907 shares; 2025Q1: 12,472 shares; 2025Q2: 13,068 shares; 2025Q3: 13,231 shares 13,231 $2.26M 0.34% +163 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,415 shares; 2025Q2: 23,677 shares; 2025Q3: 21,910 shares 21,910 $2.22M 0.33% -1,767 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: 2,292 shares; 2024Q4: 2,360 shares; 2025Q1: 2,651 shares; 2025Q2: 2,861 shares; 2025Q3: 2,914 shares 2,914 $2.21M 0.33% +53 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 13,915 shares; 2025Q1: 7,099 shares; 2025Q2: 6,316 shares; 2025Q3: 6,641 shares 6,641 $2.18M 0.32% +325 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,917 shares; 2024Q4: 11,812 shares; 2025Q1: 13,755 shares; 2025Q2: 14,456 shares; 2025Q3: 13,995 shares 13,995 $2.15M 0.32% -461 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,740 shares; 2024Q4: 7,073 shares; 2025Q1: 8,918 shares; 2025Q2: 8,350 shares; 2025Q3: 8,598 shares 8,598 $2.09M 0.31% +248 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,829 shares; 2024Q4: 181,260 shares; 2025Q1: 175,200 shares; 2025Q2: 175,451 shares; 2025Q3: 173,834 shares 173,834 $2.08M 0.31% -1,617 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,823 shares; 2025Q1: 3,768 shares; 2025Q2: 4,159 shares; 2025Q3: 4,255 shares 4,255 $2.06M 0.31% +96 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,755 shares; 2024Q4: 43,114 shares; 2025Q1: 41,134 shares; 2025Q2: 45,410 shares; 2025Q3: 42,609 shares 42,609 $2.06M 0.31% -2,801 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 5,784 shares; 2025Q1: 8,679 shares; 2025Q2: 8,830 shares; 2025Q3: 8,820 shares 8,820 $2.04M 0.3% -10 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,509 shares; 2025Q1: 12,148 shares; 2025Q2: 15,220 shares; 2025Q3: 15,249 shares 15,249 $2.04M 0.3% +29 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,714 shares; 2025Q1: 9,795 shares; 2025Q2: 9,975 shares; 2025Q3: 9,685 shares 9,685 $2.04M 0.3% -290 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: 230,692 shares; 2024Q4: 214,098 shares; 2025Q1: 188,401 shares; 2025Q2: 185,050 shares; 2025Q3: 46,332 shares 46,332 $2.03M 0.3% -138,718 Timeline CGCB 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: 63,057 shares; 2024Q4: 69,081 shares; 2025Q1: 67,756 shares; 2025Q2: 65,349 shares; 2025Q3: 74,622 shares 74,622 $1.98M 0.29% +9,273 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 3,470 shares; 2025Q1: 3,842 shares; 2025Q2: 5,300 shares; 2025Q3: 5,674 shares 5,674 $1.96M 0.29% +374 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 36,184 shares; 2025Q3: 49,224 shares 49,224 $1.96M 0.29% +13,040 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,287 shares; 2024Q4: 6,728 shares; 2025Q1: 7,003 shares; 2025Q2: 7,804 shares; 2025Q3: 5,707 shares 5,707 $1.9M 0.28% -2,097 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,426 shares; 2025Q2: 45,678 shares; 2025Q3: 46,393 shares 46,393 $1.87M 0.28% +715 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 5,934 shares; 2025Q1: 7,165 shares; 2025Q2: 7,801 shares; 2025Q3: 9,129 shares 9,129 $1.86M 0.28% +1,328 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,468 shares; 2025Q1: 5,630 shares; 2025Q2: 5,668 shares; 2025Q3: 5,896 shares 5,896 $1.79M 0.27% +228 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 5,800 shares; 2025Q1: 9,272 shares; 2025Q2: 9,417 shares; 2025Q3: 10,699 shares 10,699 $1.79M 0.27% +1,282 Timeline FWD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,219 shares 17,219 $1.74M 0.26% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,058 shares; 2025Q2: 17,944 shares; 2025Q3: 19,013 shares 19,013 $1.73M 0.26% +1,069 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,288 shares; 2025Q1: 4,483 shares; 2025Q2: 5,030 shares; 2025Q3: 5,032 shares 5,032 $1.72M 0.26% +2 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 1,533 shares; 2025Q3: 1,460 shares 1,460 $1.7M 0.25% -73 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,183 shares; 2025Q1: 1,568 shares; 2025Q2: 1,738 shares; 2025Q3: 1,754 shares 1,754 $1.7M 0.25% +16 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,573 shares; 2024Q4: 41,195 shares; 2025Q1: 33,621 shares; 2025Q2: 37,341 shares; 2025Q3: 42,383 shares 42,383 $1.68M 0.25% +5,042 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,230 shares; 2024Q4: 23,795 shares; 2025Q1: 27,733 shares; 2025Q2: 26,457 shares; 2025Q3: 32,049 shares 32,049 $1.67M 0.25% +5,592 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,488 shares; 2024Q4: 13,865 shares; 2025Q1: 26,939 shares; 2025Q2: 26,617 shares; 2025Q3: 24,284 shares 24,284 $1.66M 0.25% -2,333 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 3,117 shares; 2025Q1: 5,833 shares; 2025Q2: 5,898 shares; 2025Q3: 5,837 shares 5,837 $1.65M 0.24% -61 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 3,993 shares; 2025Q1: 4,089 shares; 2025Q2: 5,793 shares; 2025Q3: 5,826 shares 5,826 $1.64M 0.24% +33 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares 5,772 $1.63M 0.24% 0 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: 12,518 shares; 2024Q4: 14,191 shares; 2025Q1: 14,170 shares; 2025Q2: 15,426 shares; 2025Q3: 18,327 shares 18,327 $1.59M 0.24% +2,901 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 977 shares; 2025Q1: 2,548 shares; 2025Q2: 2,765 shares; 2025Q3: 3,194 shares 3,194 $1.59M 0.24% +429 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 8,809 shares; 2025Q1: 125,462 shares; 2025Q2: 11,404 shares; 2025Q3: 11,739 shares 11,739 $1.57M 0.23% +335 Timeline RFG 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: 33,770 shares; 2024Q4: 31,155 shares; 2025Q1: 30,220 shares; 2025Q2: 31,395 shares; 2025Q3: 30,070 shares 30,070 $1.53M 0.23% -1,325 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,769 shares; 2024Q4: 8,032 shares; 2025Q1: 10,953 shares; 2025Q2: 11,995 shares; 2025Q3: 9,449 shares 9,449 $1.5M 0.22% -2,546 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,342 shares; 2024Q4: 11,283 shares; 2025Q1: 13,946 shares; 2025Q2: 13,873 shares; 2025Q3: 13,695 shares 13,695 $1.41M 0.21% -178 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,373 shares; 2024Q4: 29,653 shares; 2025Q1: 30,445 shares; 2025Q2: 34,090 shares; 2025Q3: 27,424 shares 27,424 $1.39M 0.21% -6,666 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,272 shares; 2025Q1: 1,389 shares; 2025Q2: 2,057 shares; 2025Q3: 3,088 shares 3,088 $1.38M 0.21% +1,031 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: not reported; 2024Q4: 478 shares; 2025Q1: 565 shares; 2025Q2: 578 shares; 2025Q3: 590 shares 590 $1.38M 0.2% +12 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: 6,515 shares; 2024Q4: 6,894 shares; 2025Q1: 7,250 shares; 2025Q2: 7,192 shares; 2025Q3: 7,014 shares 7,014 $1.37M 0.2% -178 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,931 shares 27,931 $1.36M 0.2% new 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: 100,555 shares; 2024Q4: 103,779 shares; 2025Q1: 117,266 shares; 2025Q2: 151,857 shares; 2025Q3: 35,405 shares 35,405 $1.32M 0.2% -116,452 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: not reported; 2024Q4: not reported; 2025Q1: 13,707 shares; 2025Q2: 12,880 shares; 2025Q3: 11,446 shares 11,446 $1.3M 0.19% -1,434 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,513 shares; 2025Q2: 21,158 shares; 2025Q3: 24,086 shares 24,086 $1.28M 0.19% +2,928 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,949 shares; 2025Q1: 2,247 shares; 2025Q2: 3,387 shares; 2025Q3: 3,389 shares 3,389 $1.27M 0.19% +2 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: not reported; 2025Q1: 25,678 shares; 2025Q2: 25,207 shares; 2025Q3: 18,833 shares 18,833 $1.26M 0.19% -6,374 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,677 shares; 2025Q1: 3,802 shares; 2025Q2: 4,742 shares; 2025Q3: 6,172 shares 6,172 $1.24M 0.18% +1,430 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 5,282 shares; 2025Q1: 4,550 shares; 2025Q2: 4,201 shares; 2025Q3: 4,222 shares 4,222 $1.24M 0.18% +21 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: 20,252 shares; 2024Q4: 20,197 shares; 2025Q1: 20,096 shares; 2025Q2: 18,628 shares; 2025Q3: 18,694 shares 18,694 $1.23M 0.18% +66 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,209 shares; 2025Q1: 8,032 shares; 2025Q2: 14,877 shares; 2025Q3: 14,859 shares 14,859 $1.23M 0.18% -18 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 4,807 shares; 2025Q1: 5,322 shares; 2025Q2: 5,655 shares; 2025Q3: 7,340 shares 7,340 $1.19M 0.18% +1,685 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: 8,235 shares; 2024Q4: 8,436 shares; 2025Q1: 8,373 shares; 2025Q2: 9,610 shares; 2025Q3: 9,596 shares 9,596 $1.19M 0.18% -14 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 3,787 shares; 2025Q1: 3,787 shares; 2025Q2: 6,161 shares; 2025Q3: 6,393 shares 6,393 $1.17M 0.17% +232 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,451 shares; 2025Q1: 3,617 shares; 2025Q2: 4,328 shares; 2025Q3: 4,545 shares 4,545 $1.12M 0.17% +217 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: 8,690 shares; 2024Q4: 8,961 shares; 2025Q1: 10,523 shares; 2025Q2: 11,816 shares; 2025Q3: 13,809 shares 13,809 $1.1M 0.16% +1,993 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 582 shares; 2025Q1: 2,184 shares; 2025Q2: 2,258 shares; 2025Q3: 2,288 shares 2,288 $1.09M 0.16% +30 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 11,509 shares; 2025Q1: 13,632 shares; 2025Q2: 15,393 shares; 2025Q3: 14,419 shares 14,419 $1.09M 0.16% -974 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: 9,638 shares; 2024Q4: 9,254 shares; 2025Q1: 9,941 shares; 2025Q2: 9,206 shares; 2025Q3: 9,051 shares 9,051 $1.09M 0.16% -155 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 9,131 shares; 2025Q1: 11,275 shares; 2025Q2: 11,392 shares; 2025Q3: 11,443 shares 11,443 $1.08M 0.16% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,332 shares 21,332 $1.07M 0.16% new 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: 5,344 shares; 2024Q4: 5,676 shares; 2025Q1: 6,646 shares; 2025Q2: 6,875 shares; 2025Q3: 7,295 shares 7,295 $1.07M 0.16% +420 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 4,564 shares; 2025Q1: 11,853 shares; 2025Q2: 12,835 shares; 2025Q3: 15,576 shares 15,576 $1.03M 0.15% +2,741 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: 32,066 shares; 2024Q4: 31,695 shares; 2025Q1: 21,155 shares; 2025Q2: 10,355 shares; 2025Q3: 10,355 shares 10,355 $1.03M 0.15% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 980 shares; 2025Q1: 1,012 shares; 2025Q2: 1,114 shares; 2025Q3: 1,084 shares 1,084 $1M 0.15% -30 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,620 shares; 2025Q2: 5,238 shares; 2025Q3: 5,239 shares 5,239 $977K 0.15% +1 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,440 shares; 2025Q1: 1,476 shares; 2025Q2: 2,012 shares; 2025Q3: 2,047 shares 2,047 $972K 0.14% +35 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 27,310 shares; 2025Q3: 19,104 shares 19,104 $967K 0.14% -8,206 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,214 shares; 2025Q2: 8,136 shares; 2025Q3: 7,706 shares 7,706 $964K 0.14% -430 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,704 shares; 2025Q2: 6,704 shares; 2025Q3: 6,518 shares 6,518 $949K 0.14% -186 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,936 shares; 2025Q1: 7,662 shares; 2025Q2: 7,378 shares; 2025Q3: 7,220 shares 7,220 $947K 0.14% -158 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: not reported; 2024Q4: 473 shares; 2025Q1: 710 shares; 2025Q2: 974 shares; 2025Q3: 983 shares 983 $938K 0.14% +9 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 670 shares; 2025Q1: 955 shares; 2025Q2: 1,033 shares; 2025Q3: 1,015 shares 1,015 $934K 0.14% -18 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,199 shares; 2025Q2: 1,740 shares; 2025Q3: 1,903 shares 1,903 $933K 0.14% +163 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,328 shares; 2024Q4: 17,139 shares; 2025Q1: 20,858 shares; 2025Q2: 21,340 shares; 2025Q3: 22,229 shares 22,229 $933K 0.14% +889 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: 489 shares; 2024Q4: 548 shares; 2025Q1: 588 shares; 2025Q2: 998 shares; 2025Q3: 1,013 shares 1,013 $933K 0.14% +15 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: 16,680 shares; 2024Q4: 16,965 shares; 2025Q1: 17,591 shares; 2025Q2: 17,613 shares; 2025Q3: 17,636 shares 17,636 $932K 0.14% +23 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,835 shares; 2025Q1: 3,617 shares; 2025Q2: 5,055 shares; 2025Q3: 5,997 shares 5,997 $931K 0.14% +942 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 8,149 shares; 2025Q1: 11,196 shares; 2025Q2: 10,003 shares; 2025Q3: 6,609 shares 6,609 $928K 0.14% -3,394 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 7,689 shares; 2025Q3: 9,228 shares 9,228 $902K 0.13% +1,539 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,731 shares; 2024Q4: 19,737 shares; 2025Q1: 19,348 shares; 2025Q2: 19,694 shares; 2025Q3: 20,299 shares 20,299 $881K 0.13% +605 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: not reported; 2025Q1: 9,671 shares; 2025Q2: 10,390 shares; 2025Q3: 10,547 shares 10,547 $881K 0.13% +157 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,789 shares; 2025Q2: 10,794 shares; 2025Q3: 11,011 shares 11,011 $863K 0.13% +217 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,970 shares; 2025Q2: 4,850 shares; 2025Q3: 4,678 shares 4,678 $853K 0.13% -172 Timeline SPGM 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: 4,978 shares; 2024Q4: 8,765 shares; 2025Q1: 8,575 shares; 2025Q2: 9,339 shares; 2025Q3: 11,298 shares 11,298 $846K 0.13% +1,959 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,671 shares; 2025Q1: 8,116 shares; 2025Q2: 16,154 shares; 2025Q3: 16,511 shares 16,511 $810K 0.12% +357 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: 2,990 shares; 2024Q4: 2,851 shares; 2025Q1: 3,789 shares; 2025Q2: 3,874 shares; 2025Q3: 3,875 shares 3,875 $806K 0.12% +1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,866 shares; 2025Q2: 9,862 shares; 2025Q3: 9,557 shares 9,557 $801K 0.12% -305 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: 1,384 shares; 2024Q4: 1,373 shares; 2025Q1: 1,375 shares; 2025Q2: 1,868 shares; 2025Q3: 1,878 shares 1,878 $793K 0.12% +10 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,748 shares; 2024Q4: 35,854 shares; 2025Q1: 34,693 shares; 2025Q2: 42,148 shares; 2025Q3: 7,967 shares 7,967 $793K 0.12% -34,181 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 8,559 shares; 2025Q1: 12,075 shares; 2025Q2: 11,185 shares; 2025Q3: 9,354 shares 9,354 $785K 0.12% -1,831 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: 20,139 shares; 2024Q4: 20,566 shares; 2025Q1: 19,571 shares; 2025Q2: 19,571 shares; 2025Q3: 19,298 shares 19,298 $744K 0.11% -273 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,720 shares 14,720 $739K 0.11% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares; 2025Q3: 3,058 shares 3,058 $733K 0.11% -156 Timeline EVTR 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: 4,250 shares; 2025Q1: 9,466 shares; 2025Q2: 11,724 shares; 2025Q3: 14,010 shares 14,010 $721K 0.11% +2,286 Timeline EQRR 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: 12,283 shares; 2024Q4: 11,881 shares; 2025Q1: 11,643 shares; 2025Q2: 11,562 shares; 2025Q3: 11,381 shares 11,381 $719K 0.11% -181 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 6,849 shares; 2025Q1: 7,225 shares; 2025Q2: 7,306 shares; 2025Q3: 7,774 shares 7,774 $712K 0.11% +468 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: 7,104 shares; 2024Q4: 7,261 shares; 2025Q1: 7,654 shares; 2025Q2: 7,802 shares; 2025Q3: 8,354 shares 8,354 $697K 0.1% +552 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: 2,098 shares; 2024Q4: 2,000 shares; 2025Q1: 2,427 shares; 2025Q2: 3,181 shares; 2025Q3: 3,858 shares 3,858 $686K 0.1% +677 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: 1,801 shares; 2025Q3: 1,980 shares 1,980 $675K 0.1% +179 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,234 shares; 2025Q1: 1,964 shares; 2025Q2: 2,287 shares; 2025Q3: 2,405 shares 2,405 $672K 0.1% +118 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 2,026 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares 2,020 $671K 0.1% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,356 shares; 2024Q4: 35,386 shares; 2025Q1: 36,208 shares; 2025Q2: 38,039 shares; 2025Q3: 38,072 shares 38,072 $653K 0.1% +33 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,096 shares; 2025Q1: 3,455 shares; 2025Q2: 3,452 shares; 2025Q3: 4,006 shares 4,006 $650K 0.1% +554 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,375 shares; 2025Q1: 4,592 shares; 2025Q2: 3,972 shares; 2025Q3: 3,884 shares 3,884 $646K 0.1% -88 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,356 shares 4,356 $630K 0.09% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,533 shares; 2025Q2: 17,533 shares; 2025Q3: 18,128 shares 18,128 $629K 0.09% +595 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 2,065 shares; 2025Q1: 3,236 shares; 2025Q2: 5,131 shares; 2025Q3: 5,174 shares 5,174 $627K 0.09% +43 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: 1,791 shares; 2024Q4: 1,883 shares; 2025Q1: 2,010 shares; 2025Q2: 2,942 shares; 2025Q3: 3,050 shares 3,050 $626K 0.09% +108 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,039 shares; 2025Q1: 1,125 shares; 2025Q2: 1,318 shares; 2025Q3: 1,688 shares 1,688 $624K 0.09% +370 Timeline 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: 15,603 shares; 2024Q4: 15,586 shares; 2025Q1: 15,467 shares; 2025Q2: 14,860 shares; 2025Q3: 14,003 shares 14,003 $624K 0.09% -857 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 654 shares; 2025Q2: 668 shares; 2025Q3: 774 shares 774 $616K 0.09% +106 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,545 shares; 2025Q1: 1,591 shares; 2025Q2: 1,601 shares; 2025Q3: 2,047 shares 2,047 $616K 0.09% +446 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: 5,999 shares; 2024Q4: 19,203 shares; 2025Q1: 20,408 shares; 2025Q2: 20,743 shares; 2025Q3: 20,723 shares 20,723 $614K 0.09% -20 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,313 shares; 2025Q1: 1,487 shares; 2025Q2: 2,037 shares; 2025Q3: 2,021 shares 2,021 $601K 0.09% -16 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,621 shares; 2025Q1: 5,621 shares; 2025Q2: 5,621 shares; 2025Q3: 5,481 shares 5,481 $597K 0.09% -140 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,848 shares 11,848 $592K 0.09% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,258 shares; 2025Q1: 2,332 shares; 2025Q2: 2,347 shares; 2025Q3: 2,344 shares 2,344 $589K 0.09% -3 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,487 shares; 2025Q1: 1,625 shares; 2025Q2: 1,630 shares; 2025Q3: 1,646 shares 1,646 $585K 0.09% +16 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,020 shares; 2025Q1: 2,019 shares; 2025Q2: 2,035 shares; 2025Q3: 2,069 shares 2,069 $584K 0.09% +34 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: 1,744 shares; 2024Q4: 1,704 shares; 2025Q1: 2,243 shares; 2025Q2: 2,280 shares; 2025Q3: 2,430 shares 2,430 $582K 0.09% +150 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,322 shares 6,322 $578K 0.09% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 9,526 shares; 2025Q1: 10,732 shares; 2025Q2: 10,079 shares; 2025Q3: 10,080 shares 10,080 $573K 0.09% +1 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,030 shares; 2025Q2: 9,030 shares; 2025Q3: 9,030 shares 9,030 $572K 0.08% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,962 shares; 2024Q4: 2,964 shares; 2025Q1: 2,435 shares; 2025Q2: 2,435 shares; 2025Q3: 2,645 shares 2,645 $571K 0.08% +210 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 4,226 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,367 shares 4,367 $540K 0.08% -619 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,553 shares; 2025Q3: 3,808 shares 3,808 $540K 0.08% +1,255 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,397 shares; 2025Q1: 2,386 shares; 2025Q2: 2,372 shares; 2025Q3: 2,439 shares 2,439 $539K 0.08% +67 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,038 shares; 2024Q4: 7,164 shares; 2025Q1: 9,587 shares; 2025Q2: 9,809 shares; 2025Q3: 10,117 shares 10,117 $538K 0.08% +308 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 396 shares; 2025Q2: 424 shares; 2025Q3: 448 shares 448 $537K 0.08% +24 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: 4,440 shares; 2024Q4: 4,475 shares; 2025Q1: 8,077 shares; 2025Q2: 7,764 shares; 2025Q3: 7,967 shares 7,967 $534K 0.08% +203 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: 2,301 shares; 2024Q4: 2,281 shares; 2025Q1: 2,179 shares; 2025Q2: 2,156 shares; 2025Q3: 2,151 shares 2,151 $531K 0.08% -5 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares 4,755 $531K 0.08% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 4,336 shares; 2025Q1: 6,457 shares; 2025Q2: 6,361 shares; 2025Q3: 5,454 shares 5,454 $519K 0.08% -907 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,330 shares; 2025Q1: 6,134 shares; 2025Q2: 6,813 shares; 2025Q3: 6,794 shares 6,794 $516K 0.08% -19 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 4,152 shares; 2025Q2: 4,996 shares; 2025Q3: 5,119 shares 5,119 $512K 0.08% +123 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,309 shares; 2024Q4: 46,960 shares; 2025Q1: 30,268 shares; 2025Q2: 9,051 shares; 2025Q3: 9,133 shares 9,133 $505K 0.08% +82 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,770 shares; 2025Q3: 17,318 shares 17,318 $504K 0.07% +4,548 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,980 shares; 2025Q2: 8,355 shares; 2025Q3: 8,394 shares 8,394 $503K 0.07% +39 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 2,830 shares; 2025Q1: 2,680 shares; 2025Q2: 2,951 shares; 2025Q3: 2,967 shares 2,967 $496K 0.07% +16 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,512 shares; 2025Q1: 3,559 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares 3,559 $495K 0.07% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES 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: 3,056 shares; 2025Q1: 3,356 shares; 2025Q2: 3,741 shares; 2025Q3: 3,853 shares 3,853 $495K 0.07% +112 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,426 shares; 2024Q4: 9,285 shares; 2025Q1: 9,639 shares; 2025Q2: 9,959 shares; 2025Q3: 10,974 shares 10,974 $485K 0.07% +1,015 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 8,962 shares; 2025Q1: 9,024 shares; 2025Q2: 8,986 shares; 2025Q3: 8,850 shares 8,850 $479K 0.07% -136 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,198 shares; 2024Q4: 27,242 shares; 2025Q1: 18,675 shares; 2025Q2: 4,304 shares; 2025Q3: 4,531 shares 4,531 $474K 0.07% +227 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: 23,193 shares; 2024Q4: 23,893 shares; 2025Q1: 23,893 shares; 2025Q2: 23,893 shares; 2025Q3: 23,893 shares 23,893 $464K 0.07% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 9,232 shares; 2025Q1: 8,326 shares; 2025Q2: 17,669 shares; 2025Q3: 17,811 shares 17,811 $454K 0.07% +142 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,411 shares; 2025Q2: 9,596 shares; 2025Q3: 10,550 shares 10,550 $451K 0.07% +954 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: 10,574 shares; 2024Q4: 10,600 shares; 2025Q1: 10,546 shares; 2025Q2: 16,627 shares; 2025Q3: 17,259 shares 17,259 $449K 0.07% +632 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: 7,521 shares; 2024Q4: 7,038 shares; 2025Q1: 6,129 shares; 2025Q2: 5,785 shares; 2025Q3: 5,755 shares 5,755 $449K 0.07% -30 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,683 shares; 2024Q4: 9,556 shares; 2025Q1: 9,321 shares; 2025Q2: 8,961 shares; 2025Q3: 8,961 shares 8,961 $446K 0.07% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 8,327 shares; 2025Q1: 5,334 shares; 2025Q2: 4,605 shares; 2025Q3: 4,395 shares 4,395 $441K 0.07% -210 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,297 shares; 2025Q1: 1,431 shares; 2025Q2: 1,474 shares; 2025Q3: 1,525 shares 1,525 $439K 0.07% +51 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,413 shares; 2025Q1: 5,649 shares; 2025Q2: 8,298 shares; 2025Q3: 7,649 shares 7,649 $439K 0.07% -649 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,100 shares; 2025Q1: 2,432 shares; 2025Q2: 2,203 shares; 2025Q3: 2,237 shares 2,237 $438K 0.07% +34 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares 3,463 $434K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,836 shares; 2025Q3: 12,589 shares 12,589 $430K 0.06% -91,247 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 809 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,643 shares 1,643 $428K 0.06% +159 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: not reported; 2024Q4: not reported; 2025Q1: 4,639 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares 4,464 $428K 0.06% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 2,361 shares; 2025Q1: 1,806 shares; 2025Q2: 1,696 shares; 2025Q3: 1,642 shares 1,642 $426K 0.06% -54 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 10,670 shares; 2025Q1: 11,454 shares; 2025Q2: 14,643 shares; 2025Q3: 14,998 shares 14,998 $425K 0.06% +355 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,640 shares; 2025Q2: 1,634 shares; 2025Q3: 1,659 shares 1,659 $422K 0.06% +25 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,964 shares; 2024Q4: 93,971 shares; 2025Q1: 84,923 shares; 2025Q2: 84,335 shares; 2025Q3: 82,858 shares 82,858 $420K 0.06% -1,477 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,140 shares; 2025Q2: 1,216 shares; 2025Q3: 1,177 shares 1,177 $415K 0.06% -39 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 4,167 shares; 2025Q3: 4,299 shares 4,299 $409K 0.06% +132 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,146 shares; 2025Q2: 7,946 shares; 2025Q3: 7,692 shares 7,692 $408K 0.06% -254 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME 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: 13,460 shares; 2025Q3: 23,460 shares 23,460 $407K 0.06% +10,000 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares 1,355 $401K 0.06% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,158 shares; 2025Q2: 2,811 shares; 2025Q3: 2,801 shares 2,801 $396K 0.06% -10 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,719 shares 2,719 $396K 0.06% new 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: 6,702 shares; 2024Q4: 6,698 shares; 2025Q1: 6,632 shares; 2025Q2: 6,627 shares; 2025Q3: 6,547 shares 6,547 $396K 0.06% -80 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: 1,901 shares; 2025Q1: 1,836 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares 1,836 $394K 0.06% 0 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: 3,693 shares; 2024Q4: 3,624 shares; 2025Q1: 4,417 shares; 2025Q2: 4,414 shares; 2025Q3: 4,460 shares 4,460 $381K 0.06% +46 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: 2,252 shares; 2024Q4: 2,256 shares; 2025Q1: 2,732 shares; 2025Q2: 2,684 shares; 2025Q3: 2,685 shares 2,685 $376K 0.06% +1 Timeline PII POLARIS INC More: the full row for POLARIS 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: 6,742 shares; 2025Q3: 6,428 shares 6,428 $374K 0.06% -314 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: 4,058 shares; 2024Q4: 4,427 shares; 2025Q1: 4,616 shares; 2025Q2: 4,703 shares; 2025Q3: 4,656 shares 4,656 $372K 0.06% -47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 654 shares; 2025Q3: 971 shares 971 $368K 0.05% +317 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: 1,673 shares; 2024Q4: 2,738 shares; 2025Q1: 2,588 shares; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares 2,588 $368K 0.05% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 1,362 shares; 2025Q1: 1,506 shares; 2025Q2: 1,530 shares; 2025Q3: 1,680 shares 1,680 $363K 0.05% +150 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: 21,967 shares; 2024Q4: 21,512 shares; 2025Q1: 21,874 shares; 2025Q2: 23,555 shares; 2025Q3: 23,237 shares 23,237 $360K 0.05% -318 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,109 shares; 2025Q3: 2,114 shares 2,114 $360K 0.05% +5 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 5,970 shares; 2025Q1: 7,068 shares; 2025Q2: 7,151 shares; 2025Q3: 7,131 shares 7,131 $360K 0.05% -20 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 992 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,503 shares 1,503 $354K 0.05% +4 Timeline VAW 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: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,762 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares 1,729 $354K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,132 shares; 2025Q1: 2,255 shares; 2025Q2: 2,252 shares; 2025Q3: 2,248 shares 2,248 $349K 0.05% -4 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,186 shares; 2025Q1: 4,186 shares; 2025Q2: 4,186 shares; 2025Q3: 4,186 shares 4,186 $349K 0.05% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 15,240 shares; 2025Q1: 15,240 shares; 2025Q2: 15,240 shares; 2025Q3: 13,740 shares 13,740 $346K 0.05% -1,500 MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,489 shares; 2025Q1: 3,784 shares; 2025Q2: 3,654 shares; 2025Q3: 3,595 shares 3,595 $342K 0.05% -59 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,249 shares; 2025Q1: 1,232 shares; 2025Q2: 1,230 shares; 2025Q3: 1,207 shares 1,207 $341K 0.05% -23 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,120 shares; 2025Q1: 1,163 shares; 2025Q2: 1,157 shares; 2025Q3: 1,134 shares 1,134 $341K 0.05% -23 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares 2,618 $340K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,513 shares 8,513 $334K 0.05% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 4,804 shares; 2025Q1: 4,956 shares; 2025Q2: 4,906 shares; 2025Q3: 4,895 shares 4,895 $331K 0.05% -11 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: 10,101 shares; 2024Q4: 10,101 shares; 2025Q1: 10,423 shares; 2025Q2: 10,423 shares; 2025Q3: 10,423 shares 10,423 $326K 0.05% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,132 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares 2,130 $324K 0.05% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,960 shares; 2025Q1: 4,730 shares; 2025Q2: 4,618 shares; 2025Q3: 4,618 shares 4,618 $323K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,876 shares 2,876 $322K 0.05% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,266 shares 3,266 $320K 0.05% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP 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: 500 shares; 2025Q1: 519 shares; 2025Q2: 748 shares; 2025Q3: 750 shares 750 $319K 0.05% +2 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,553 shares; 2025Q1: 1,280 shares; 2025Q2: 1,278 shares; 2025Q3: 1,267 shares 1,267 $311K 0.05% -11 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,575 shares 13,575 $306K 0.05% -225 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,460 shares; 2025Q3: 5,134 shares 5,134 $304K 0.05% +674 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,575 shares 13,575 $304K 0.05% -225 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,692 shares; 2025Q3: 3,764 shares 3,764 $304K 0.05% +72 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 10,390 shares; 2025Q1: 10,397 shares; 2025Q2: 10,408 shares; 2025Q3: 12,433 shares 12,433 $302K 0.04% +2,025 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,309 shares; 2025Q1: 3,069 shares; 2025Q2: 3,069 shares; 2025Q3: 3,069 shares 3,069 $296K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 7,276 shares; 2025Q2: 7,144 shares; 2025Q3: 6,810 shares 6,810 $296K 0.04% -334 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 2,066 shares; 2025Q3: 2,066 shares 2,066 $294K 0.04% 0 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: 6,885 shares; 2024Q4: 6,621 shares; 2025Q1: 6,578 shares; 2025Q2: 6,494 shares; 2025Q3: 6,473 shares 6,473 $292K 0.04% -21 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,540 shares; 2024Q4: 19,749 shares; 2025Q1: 16,689 shares; 2025Q2: 10,001 shares; 2025Q3: 8,626 shares 8,626 $289K 0.04% -1,375 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,567 shares 2,567 $289K 0.04% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,776 shares; 2025Q3: 6,099 shares 6,099 $286K 0.04% +323 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,248 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares 2,059 $284K 0.04% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,831 shares; 2025Q2: 2,573 shares; 2025Q3: 2,561 shares 2,561 $283K 0.04% -12 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,701 shares; 2025Q1: not reported; 2025Q2: 3,328 shares; 2025Q3: 3,276 shares 3,276 $283K 0.04% -52 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares 875 $282K 0.04% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 485 shares; 2025Q3: 485 shares 485 $276K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares 446 $274K 0.04% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $270K 0.04% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,788 shares; 2024Q4: 15,788 shares; 2025Q1: 9,988 shares; 2025Q2: 9,988 shares; 2025Q3: 9,992 shares 9,992 $269K 0.04% +4 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,407 shares; 2025Q1: 3,407 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares 3,407 $266K 0.04% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 657 shares 657 $261K 0.04% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,299 shares; 2025Q3: 4,564 shares 4,564 $261K 0.04% +265 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: 9,590 shares; 2024Q4: 9,590 shares; 2025Q1: 9,592 shares; 2025Q2: 8,063 shares; 2025Q3: 8,066 shares 8,066 $257K 0.04% +3 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,379 shares; 2024Q4: 48,659 shares; 2025Q1: 15,619 shares; 2025Q2: 14,394 shares; 2025Q3: 4,435 shares 4,435 $255K 0.04% -9,959 Timeline SMDV 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: 3,698 shares; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 3,682 shares; 2025Q3: 3,783 shares 3,783 $252K 0.04% +101 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares 765 $252K 0.04% new 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: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,219 shares 3,219 $250K 0.04% -100 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares 2,315 $250K 0.04% new 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: 384 shares 384 $249K 0.04% new Timeline SOXQ 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: 4,951 shares 4,951 $248K 0.04% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,458 shares; 2025Q1: 2,279 shares; 2025Q2: 2,265 shares; 2025Q3: 2,235 shares 2,235 $248K 0.04% -30 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,020 shares 10,020 $248K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,353 shares 2,353 $247K 0.04% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 1,998 shares; 2025Q1: 1,955 shares; 2025Q2: 1,953 shares; 2025Q3: 1,948 shares 1,948 $247K 0.04% -5 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 907 shares; 2025Q2: not reported; 2025Q3: 626 shares 626 $245K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,781 shares 1,781 $242K 0.04% -12 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 759 shares 759 $241K 0.04% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,184 shares; 2024Q4: 15,115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,235 shares 9,235 $239K 0.04% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,764 shares; 2025Q2: 4,764 shares; 2025Q3: 4,764 shares 4,764 $239K 0.04% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: not reported; 2025Q2: 2,019 shares; 2025Q3: 1,600 shares 1,600 $238K 0.04% -419 Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,718 shares; 2024Q4: 275,267 shares; 2025Q1: 249,897 shares; 2025Q2: 176,771 shares; 2025Q3: 161,521 shares 161,521 $234K 0.03% -15,250 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,438 shares 2,438 $229K 0.03% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares 525 $226K 0.03% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares 348 $219K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567 shares; 2025Q3: 507 shares 507 $216K 0.03% -60 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,844 shares; 2025Q3: 5,664 shares 5,664 $215K 0.03% -180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,058 shares 2,058 $215K 0.03% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 1,751 shares; 2025Q3: 1,748 shares 1,748 $214K 0.03% -3 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES 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: 2,839 shares; 2025Q3: 2,099 shares 2,099 $209K 0.03% -740 Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,750 shares 6,750 $208K 0.03% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,045 shares; 2025Q3: 4,167 shares 4,167 $208K 0.03% +122 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 850 shares 850 $206K 0.03% -96 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,083 shares; 2024Q4: 30,661 shares; 2025Q1: 29,760 shares; 2025Q2: 28,391 shares; 2025Q3: 29,016 shares 29,016 $203K 0.03% +625 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; 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: 1,551 shares 1,551 $202K 0.03% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,239 shares; 2025Q2: 14,239 shares; 2025Q3: 12,385 shares 12,385 $185K 0.03% -1,854 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 17,735 shares; 2025Q1: 17,710 shares; 2025Q2: 17,710 shares; 2025Q3: 17,710 shares 17,710 $161K 0.02% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,918 shares; 2024Q4: 14,437 shares; 2025Q1: 10,350 shares; 2025Q2: 11,228 shares; 2025Q3: 12,091 shares 12,091 $102K 0.02% +863 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: 23,845 shares; 2024Q4: 23,845 shares; 2025Q1: 15,055 shares; 2025Q2: 15,055 shares; 2025Q3: 15,055 shares 15,055 $75.1K 0.01% 0 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS 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: 10,575 shares; 2025Q3: 10,575 shares 10,575 $70.6K 0.01% 0 Timeline NRO NEUBERGER R/EST SECS INC FD More: the full row for NEUBERGER R/EST SECS INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 12,760 shares; 2025Q1: 12,760 shares; 2025Q2: 12,760 shares; 2025Q3: 12,760 shares 12,760 $41.2K 0.01% 0 Timeline