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: 190,366 shares; 2024Q4: 139 shares; 2025Q1: 135,775 shares; 2025Q2: 134,593 shares; 2025Q3: 142,885 shares 142,885 $36.4M 2.8% +8,292 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: 32,093 shares; 2024Q4: 32 shares; 2025Q1: 50,056 shares; 2025Q2: 31,206 shares; 2025Q3: 49,099 shares 49,099 $32.7M 2.52% +17,893 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: 83,402 shares; 2024Q4: 80 shares; 2025Q1: 80,582 shares; 2025Q2: 58,989 shares; 2025Q3: 59,712 shares 59,712 $30.9M 2.38% +723 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: 16,123 shares; 2024Q4: 18 shares; 2025Q1: 21,843 shares; 2025Q2: 289,537 shares; 2025Q3: 302,001 shares 302,001 $23.7M 1.82% +12,464 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: 81,370 shares; 2024Q4: 84 shares; 2025Q1: 90,272 shares; 2025Q2: 96,645 shares; 2025Q3: 105,986 shares 105,986 $19.8M 1.52% +9,341 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: 74,312 shares; 2024Q4: 72 shares; 2025Q1: 71,718 shares; 2025Q2: 69,443 shares; 2025Q3: 77,572 shares 77,572 $17M 1.31% +8,129 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: 81,094 shares; 2024Q4: 77 shares; 2025Q1: 65,715 shares; 2025Q2: 60,259 shares; 2025Q3: 51,324 shares 51,324 $16.9M 1.3% -8,935 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 9 shares; 2025Q1: 8,783 shares; 2025Q2: 15,985 shares; 2025Q3: 26,124 shares 26,124 $16M 1.23% +10,139 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: 43,286 shares; 2024Q4: 43 shares; 2025Q1: 41,618 shares; 2025Q2: 42,181 shares; 2025Q3: 56,733 shares 56,733 $13.8M 1.06% +14,552 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: 44,010 shares; 2024Q4: 41 shares; 2025Q1: 41,596 shares; 2025Q2: 40,355 shares; 2025Q3: 40,088 shares 40,088 $12.6M 0.97% -267 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: 16,641 shares; 2024Q4: 14 shares; 2025Q1: 14,003 shares; 2025Q2: 18,345 shares; 2025Q3: 18,831 shares 18,831 $12.6M 0.97% +486 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: 8,442 shares; 2024Q4: 8 shares; 2025Q1: 8,470 shares; 2025Q2: 8,935 shares; 2025Q3: 17,912 shares 17,912 $10.8M 0.83% +8,977 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: 121,249 shares; 2024Q4: 125 shares; 2025Q1: 141,639 shares; 2025Q2: 256,913 shares; 2025Q3: 171,472 shares 171,472 $10.3M 0.79% -85,441 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: 29,738 shares; 2024Q4: 26 shares; 2025Q1: 27,232 shares; 2025Q2: 27,944 shares; 2025Q3: 27,875 shares 27,875 $9.52M 0.73% -69 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: 114,204 shares; 2024Q4: 111 shares; 2025Q1: 104,675 shares; 2025Q2: 99,290 shares; 2025Q3: 91,350 shares 91,350 $9.41M 0.72% -7,940 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: 117,938 shares; 2024Q4: 112 shares; 2025Q1: 106,461 shares; 2025Q2: 108,000 shares; 2025Q3: 116,274 shares 116,274 $8.78M 0.68% +8,274 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: 5,175 shares; 2024Q4: 5 shares; 2025Q1: 5,548 shares; 2025Q2: 5,623 shares; 2025Q3: 25,010 shares 25,010 $8.21M 0.63% +19,387 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: 26,538 shares; 2024Q4: 26 shares; 2025Q1: 33,024 shares; 2025Q2: 33,545 shares; 2025Q3: 33,837 shares 33,837 $8.1M 0.62% +292 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: 44,766 shares; 2024Q4: 47 shares; 2025Q1: 51,039 shares; 2025Q2: 168,515 shares; 2025Q3: 187,191 shares 187,191 $8.01M 0.62% +18,676 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: 59,227 shares; 2024Q4: 59 shares; 2025Q1: 59,721 shares; 2025Q2: 54,533 shares; 2025Q3: 45,885 shares 45,885 $7.05M 0.54% -8,648 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 14 shares; 2025Q1: 14,978 shares; 2025Q2: 15,796 shares; 2025Q3: 15,716 shares 15,716 $6.69M 0.51% -80 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: 60,907 shares; 2024Q4: 60 shares; 2025Q1: 69,440 shares; 2025Q2: 237,344 shares; 2025Q3: 258,276 shares 258,276 $6.68M 0.51% +20,932 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: 16,372 shares; 2024Q4: 13 shares; 2025Q1: 13,005 shares; 2025Q2: 13,665 shares; 2025Q3: 101,323 shares 101,323 $6.42M 0.49% +87,658 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: 34,920 shares; 2024Q4: 36 shares; 2025Q1: 37,295 shares; 2025Q2: 30,261 shares; 2025Q3: 22,378 shares 22,378 $6.29M 0.48% -7,883 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3 shares; 2025Q1: 5,471 shares; 2025Q2: 149,943 shares; 2025Q3: 176,629 shares 176,629 $5.99M 0.46% +26,686 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,464 shares; 2024Q4: 54 shares; 2025Q1: 55,758 shares; 2025Q2: 53,028 shares; 2025Q3: 52,773 shares 52,773 $5.97M 0.46% -255 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: 40,617 shares; 2024Q4: 40 shares; 2025Q1: 41,238 shares; 2025Q2: 39,345 shares; 2025Q3: 31,737 shares 31,737 $5.88M 0.45% -7,608 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: 7,923 shares; 2024Q4: 7 shares; 2025Q1: 7,413 shares; 2025Q2: 7,427 shares; 2025Q3: 7,957 shares 7,957 $5.84M 0.45% +530 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 12 shares; 2025Q1: 12,620 shares; 2025Q2: 12,453 shares; 2025Q3: 12,298 shares 12,298 $5.76M 0.44% -155 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: 35,427 shares; 2024Q4: 34 shares; 2025Q1: 33,757 shares; 2025Q2: 35,113 shares; 2025Q3: 36,162 shares 36,162 $5.75M 0.44% +1,049 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,873 shares; 2024Q4: 125 shares; 2025Q1: 128,416 shares; 2025Q2: 131,340 shares; 2025Q3: 130,152 shares 130,152 $5.64M 0.43% -1,188 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: 25,748 shares; 2024Q4: 27 shares; 2025Q1: 56,488 shares; 2025Q2: 57,627 shares; 2025Q3: 62,823 shares 62,823 $5.59M 0.43% +5,196 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: 42,228 shares; 2024Q4: 41 shares; 2025Q1: 19,096 shares; 2025Q2: 16,371 shares; 2025Q3: 16,781 shares 16,781 $5.52M 0.42% +410 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: 67,041 shares; 2024Q4: 66 shares; 2025Q1: 65,939 shares; 2025Q2: 63,677 shares; 2025Q3: 71,402 shares 71,402 $5.43M 0.42% +7,725 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,258 shares; 2024Q4: 33 shares; 2025Q1: 31,623 shares; 2025Q2: 56,831 shares; 2025Q3: 64,236 shares 64,236 $5.4M 0.42% +7,405 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: 7,416 shares; 2024Q4: 7 shares; 2025Q1: 6,815 shares; 2025Q2: 6,549 shares; 2025Q3: 6,747 shares 6,747 $5.12M 0.39% +198 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: 39,694 shares; 2024Q4: 42 shares; 2025Q1: 77,387 shares; 2025Q2: 79,360 shares; 2025Q3: 87,361 shares 87,361 $5.01M 0.39% +8,001 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: 10,495 shares; 2024Q4: 10 shares; 2025Q1: 10,524 shares; 2025Q2: 10,618 shares; 2025Q3: 10,395 shares 10,395 $4.94M 0.38% -223 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: 18,801 shares; 2024Q4: 18 shares; 2025Q1: 17,141 shares; 2025Q2: 17,368 shares; 2025Q3: 17,376 shares 17,376 $4.9M 0.38% +8 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,664 shares; 2024Q4: 26 shares; 2025Q1: 36,004 shares; 2025Q2: 36,850 shares; 2025Q3: 36,912 shares 36,912 $4.88M 0.38% +62 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: 14,049 shares; 2024Q4: 14 shares; 2025Q1: 12,420 shares; 2025Q2: 10,224 shares; 2025Q3: 9,741 shares 9,741 $4.86M 0.37% -483 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,922 shares; 2024Q4: 55 shares; 2025Q1: 56,490 shares; 2025Q2: 57,680 shares; 2025Q3: 57,664 shares 57,664 $4.84M 0.37% -16 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,402 shares; 2024Q4: 57 shares; 2025Q1: 58,434 shares; 2025Q2: 57,207 shares; 2025Q3: 58,528 shares 58,528 $4.82M 0.37% +1,321 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4 shares; 2025Q1: 4,317 shares; 2025Q2: 5,038 shares; 2025Q3: 49,521 shares 49,521 $4.78M 0.37% +44,483 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: 31,276 shares; 2024Q4: 31 shares; 2025Q1: 31,057 shares; 2025Q2: 31,619 shares; 2025Q3: 19,558 shares 19,558 $4.76M 0.37% -12,061 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: 49,229 shares; 2024Q4: 45 shares; 2025Q1: 47,580 shares; 2025Q2: 46,075 shares; 2025Q3: 48,292 shares 48,292 $4.73M 0.36% +2,217 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: 11,263 shares; 2024Q4: 10 shares; 2025Q1: 11,071 shares; 2025Q2: 11,325 shares; 2025Q3: 11,288 shares 11,288 $4.68M 0.36% -37 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: 21,901 shares; 2024Q4: 22 shares; 2025Q1: 10,165 shares; 2025Q2: 10,768 shares; 2025Q3: 11,302 shares 11,302 $4.58M 0.35% +534 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,311 shares; 2024Q4: 47 shares; 2025Q1: 48,498 shares; 2025Q2: 49,271 shares; 2025Q3: 49,126 shares 49,126 $4.58M 0.35% -145 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: 16,638 shares; 2024Q4: 17 shares; 2025Q1: 22,600 shares; 2025Q2: 24,027 shares; 2025Q3: 45,664 shares 45,664 $4.58M 0.35% +21,637 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: 20,788 shares; 2024Q4: 20 shares; 2025Q1: 20,485 shares; 2025Q2: 20,484 shares; 2025Q3: 16,185 shares 16,185 $4.57M 0.35% -4,299 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: 44,406 shares; 2024Q4: 43 shares; 2025Q1: 45,291 shares; 2025Q2: 42,357 shares; 2025Q3: 39,406 shares 39,406 $4.44M 0.34% -2,951 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 5 shares; 2025Q1: 53,648 shares; 2025Q2: 50,388 shares; 2025Q3: 43,678 shares 43,678 $4.4M 0.34% -6,710 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,976 shares; 2024Q4: 29 shares; 2025Q1: 30,168 shares; 2025Q2: 29,161 shares; 2025Q3: 18,295 shares 18,295 $4.32M 0.33% -10,866 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: 5,019 shares; 2024Q4: 5 shares; 2025Q1: 7,299 shares; 2025Q2: 6,776 shares; 2025Q3: 5,540 shares 5,540 $4.23M 0.33% -1,236 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: 29,063 shares; 2024Q4: 29 shares; 2025Q1: 33,420 shares; 2025Q2: 59,596 shares; 2025Q3: 63,947 shares 63,947 $4.17M 0.32% +4,351 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,170 shares; 2024Q4: 48 shares; 2025Q1: 49,215 shares; 2025Q2: 50,256 shares; 2025Q3: 49,940 shares 49,940 $4.17M 0.32% -316 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: 19,027 shares; 2024Q4: 18 shares; 2025Q1: 18,420 shares; 2025Q2: 18,373 shares; 2025Q3: 17,963 shares 17,963 $4.16M 0.32% -410 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: 40,042 shares; 2024Q4: 38 shares; 2025Q1: 38,659 shares; 2025Q2: 42,273 shares; 2025Q3: 43,519 shares 43,519 $4.14M 0.32% +1,246 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: 16,463 shares; 2024Q4: 16 shares; 2025Q1: 16,023 shares; 2025Q2: 15,638 shares; 2025Q3: 16,488 shares 16,488 $4.14M 0.32% +850 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,367 shares; 2024Q4: 18 shares; 2025Q1: 18,247 shares; 2025Q2: 17,054 shares; 2025Q3: 17,737 shares 17,737 $4.07M 0.31% +683 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: 25,501 shares; 2024Q4: 26 shares; 2025Q1: 27,114 shares; 2025Q2: 31,726 shares; 2025Q3: 34,109 shares 34,109 $4.05M 0.31% +2,383 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,902 shares; 2024Q4: 37 shares; 2025Q1: 38,527 shares; 2025Q2: 40,112 shares; 2025Q3: 36,372 shares 36,372 $4M 0.31% -3,740 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 4 shares; 2025Q1: 4,904 shares; 2025Q2: 5,016 shares; 2025Q3: 5,031 shares 5,031 $3.94M 0.3% +15 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 89 shares; 2025Q1: 102,357 shares; 2025Q2: 104,587 shares; 2025Q3: 104,096 shares 104,096 $3.87M 0.3% -491 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: 4,019 shares; 2024Q4: 3 shares; 2025Q1: 4,718 shares; 2025Q2: 3,242 shares; 2025Q3: 3,199 shares 3,199 $3.84M 0.29% -43 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: 28,377 shares; 2024Q4: 29 shares; 2025Q1: 31,124 shares; 2025Q2: 32,578 shares; 2025Q3: 33,613 shares 33,613 $3.83M 0.29% +1,035 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: 55,337 shares; 2024Q4: 52 shares; 2025Q1: 206,064 shares; 2025Q2: 139,670 shares; 2025Q3: 135,536 shares 135,536 $3.83M 0.29% -4,134 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3 shares; 2025Q1: 46,436 shares; 2025Q2: 47,671 shares; 2025Q3: 47,377 shares 47,377 $3.82M 0.29% -294 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: 72,908 shares; 2024Q4: 67 shares; 2025Q1: 65,028 shares; 2025Q2: 68,526 shares; 2025Q3: 40,450 shares 40,450 $3.79M 0.29% -28,076 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,116 shares; 2024Q4: 40 shares; 2025Q1: 40,594 shares; 2025Q2: 39,849 shares; 2025Q3: 38,858 shares 38,858 $3.75M 0.29% -991 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,782 shares; 2024Q4: 57 shares; 2025Q1: 79,424 shares; 2025Q2: 81,531 shares; 2025Q3: 84,649 shares 84,649 $3.75M 0.29% +3,118 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,935 shares; 2024Q4: 28 shares; 2025Q1: 27,884 shares; 2025Q2: 64,993 shares; 2025Q3: 69,058 shares 69,058 $3.74M 0.29% +4,065 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,930 shares; 2024Q4: 10 shares; 2025Q1: 10,336 shares; 2025Q2: 10,318 shares; 2025Q3: 15,380 shares 15,380 $3.72M 0.29% +5,062 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,554 shares; 2024Q4: 17 shares; 2025Q1: 18,088 shares; 2025Q2: 18,178 shares; 2025Q3: 18,262 shares 18,262 $3.72M 0.29% +84 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,440 shares; 2024Q4: 22 shares; 2025Q1: 22,110 shares; 2025Q2: 68,008 shares; 2025Q3: 74,340 shares 74,340 $3.68M 0.28% +6,332 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 2 shares; 2025Q1: 2,927 shares; 2025Q2: 35,251 shares; 2025Q3: 35,145 shares 35,145 $3.67M 0.28% -106 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: 10,019 shares; 2024Q4: 9 shares; 2025Q1: 9,889 shares; 2025Q2: 9,445 shares; 2025Q3: 9,838 shares 9,838 $3.64M 0.28% +393 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,254 shares; 2024Q4: 35 shares; 2025Q1: 33,852 shares; 2025Q2: 32,763 shares; 2025Q3: 32,626 shares 32,626 $3.64M 0.28% -137 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: 11,015 shares; 2024Q4: 10 shares; 2025Q1: 11,001 shares; 2025Q2: 10,167 shares; 2025Q3: 7,208 shares 7,208 $3.62M 0.28% -2,959 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,301 shares; 2024Q4: 14 shares; 2025Q1: 92,152 shares; 2025Q2: 93,845 shares; 2025Q3: 93,365 shares 93,365 $3.62M 0.28% -480 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: 39,212 shares; 2024Q4: 37 shares; 2025Q1: 39,932 shares; 2025Q2: 37,691 shares; 2025Q3: 23,148 shares 23,148 $3.59M 0.28% -14,543 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 4 shares; 2025Q1: 3,899 shares; 2025Q2: 4,008 shares; 2025Q3: 49,931 shares 49,931 $3.56M 0.27% +45,923 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 38 shares; 2025Q1: 38,828 shares; 2025Q2: 39,825 shares; 2025Q3: 39,708 shares 39,708 $3.56M 0.27% -117 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,006 shares; 2024Q4: 24 shares; 2025Q1: 25,044 shares; 2025Q2: 20,546 shares; 2025Q3: 20,442 shares 20,442 $3.49M 0.27% -104 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,667 shares; 2024Q4: 120 shares; 2025Q1: 135,627 shares; 2025Q2: 130,497 shares; 2025Q3: 127,278 shares 127,278 $3.47M 0.27% -3,219 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: 22,996 shares; 2024Q4: 17 shares; 2025Q1: 20,832 shares; 2025Q2: 20,542 shares; 2025Q3: 20,590 shares 20,590 $3.45M 0.26% +48 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,620 shares; 2024Q4: 27 shares; 2025Q1: 51,200 shares; 2025Q2: 54,909 shares; 2025Q3: 58,437 shares 58,437 $3.34M 0.26% +3,528 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: 28,319 shares; 2024Q4: 27 shares; 2025Q1: 23,679 shares; 2025Q2: 22,353 shares; 2025Q3: 26,232 shares 26,232 $3.33M 0.26% +3,879 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: 8,065 shares; 2024Q4: 7 shares; 2025Q1: 7,724 shares; 2025Q2: 5,803 shares; 2025Q3: 5,782 shares 5,782 $3.29M 0.25% -21 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,819 shares; 2024Q4: 70 shares; 2025Q1: 71,288 shares; 2025Q2: 32,775 shares; 2025Q3: 36,469 shares 36,469 $3.28M 0.25% +3,694 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,083 shares; 2024Q4: 6 shares; 2025Q1: 6,373 shares; 2025Q2: 6,264 shares; 2025Q3: 44,887 shares 44,887 $3.27M 0.25% +38,623 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10,272 shares; 2025Q2: 10,516 shares; 2025Q3: 10,485 shares 10,485 $3.25M 0.25% -31 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: 26,174 shares; 2024Q4: 25 shares; 2025Q1: 27,938 shares; 2025Q2: 25,759 shares; 2025Q3: 22,826 shares 22,826 $3.21M 0.25% -2,933 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: 13 shares; 2025Q1: 13,373 shares; 2025Q2: 13,800 shares; 2025Q3: 13,993 shares 13,993 $3.19M 0.25% +193 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,283 shares; 2024Q4: 36 shares; 2025Q1: 38,767 shares; 2025Q2: 42,199 shares; 2025Q3: 46,434 shares 46,434 $3.15M 0.24% +4,235 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 3 shares; 2025Q1: 3,822 shares; 2025Q2: 3,947 shares; 2025Q3: 4,204 shares 4,204 $3.14M 0.24% +257 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: 49,779 shares; 2024Q4: 47 shares; 2025Q1: 45,953 shares; 2025Q2: 52,685 shares; 2025Q3: 37,173 shares 37,173 $3.12M 0.24% -15,512 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: not reported; 2025Q1: 29,243 shares; 2025Q2: 30,118 shares; 2025Q3: 33,829 shares 33,829 $3.08M 0.24% +3,711 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 45,817 shares 45,817 $3.07M 0.24% new 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: 3,023 shares; 2024Q4: 1 shares; 2025Q1: 1,970 shares; 2025Q2: 2,901 shares; 2025Q3: 3,333 shares 3,333 $3.07M 0.24% +432 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,766 shares; 2024Q4: 12 shares; 2025Q1: 11,666 shares; 2025Q2: 11,000 shares; 2025Q3: 10,285 shares 10,285 $3.03M 0.23% -715 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,735 shares; 2024Q4: 17 shares; 2025Q1: 17,529 shares; 2025Q2: 37,285 shares; 2025Q3: 38,255 shares 38,255 $3.02M 0.23% +970 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,125 shares; 2024Q4: 14 shares; 2025Q1: 20,798 shares; 2025Q2: 20,527 shares; 2025Q3: 19,970 shares 19,970 $3.01M 0.23% -557 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 4 shares; 2025Q1: 4,302 shares; 2025Q2: 17,650 shares; 2025Q3: 17,307 shares 17,307 $2.99M 0.23% -343 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,595 shares; 2024Q4: 22 shares; 2025Q1: 21,574 shares; 2025Q2: 20,326 shares; 2025Q3: 22,231 shares 22,231 $2.97M 0.23% +1,905 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: 989 shares; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 26,909 shares; 2025Q3: 30,047 shares 30,047 $2.9M 0.22% +3,138 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 780 shares; 2025Q2: 4,300 shares; 2025Q3: 30,851 shares 30,851 $2.83M 0.22% +26,551 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,414 shares; 2024Q4: 37 shares; 2025Q1: 36,445 shares; 2025Q2: 31,295 shares; 2025Q3: 30,895 shares 30,895 $2.77M 0.21% -400 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3 shares; 2025Q1: 3,111 shares; 2025Q2: 3,016 shares; 2025Q3: 2,983 shares 2,983 $2.76M 0.21% -33 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: 5,043 shares; 2024Q4: 5 shares; 2025Q1: 5,058 shares; 2025Q2: 20,334 shares; 2025Q3: 26,395 shares 26,395 $2.76M 0.21% +6,061 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,079 shares; 2024Q4: 68 shares; 2025Q1: 68,584 shares; 2025Q2: 70,237 shares; 2025Q3: 40,902 shares 40,902 $2.75M 0.21% -29,335 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: 6,353 shares; 2024Q4: 8 shares; 2025Q1: 9,542 shares; 2025Q2: 11,780 shares; 2025Q3: 12,719 shares 12,719 $2.74M 0.21% +939 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,541 shares; 2024Q4: 8 shares; 2025Q1: 8,142 shares; 2025Q2: 40,753 shares; 2025Q3: 40,662 shares 40,662 $2.74M 0.21% -91 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: 11,700 shares; 2024Q4: 10 shares; 2025Q1: 10,171 shares; 2025Q2: 9,807 shares; 2025Q3: 9,652 shares 9,652 $2.72M 0.21% -155 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,695 shares; 2024Q4: 13 shares; 2025Q1: 50,912 shares; 2025Q2: 50,620 shares; 2025Q3: 49,489 shares 49,489 $2.69M 0.21% -1,131 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,670 shares; 2024Q4: 9 shares; 2025Q1: 10,793 shares; 2025Q2: 133,145 shares; 2025Q3: 108,147 shares 108,147 $2.59M 0.2% -24,998 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 10 shares; 2025Q1: 11,272 shares; 2025Q2: 11,124 shares; 2025Q3: 11,782 shares 11,782 $2.57M 0.2% +658 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: 8,692 shares; 2024Q4: 7 shares; 2025Q1: 7,500 shares; 2025Q2: 8,415 shares; 2025Q3: 7,480 shares 7,480 $2.55M 0.2% -935 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8 shares; 2025Q1: 8,161 shares; 2025Q2: 30,667 shares; 2025Q3: 30,737 shares 30,737 $2.55M 0.2% +70 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,166 shares; 2024Q4: 26 shares; 2025Q1: 26,775 shares; 2025Q2: 26,731 shares; 2025Q3: 27,158 shares 27,158 $2.54M 0.2% +427 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: 14,664 shares; 2024Q4: 14 shares; 2025Q1: 14,188 shares; 2025Q2: 14,274 shares; 2025Q3: 17,234 shares 17,234 $2.49M 0.19% +2,960 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 3 shares; 2025Q1: 3,593 shares; 2025Q2: 3,492 shares; 2025Q3: 3,422 shares 3,422 $2.46M 0.19% -70 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 8 shares; 2025Q1: 7,763 shares; 2025Q2: 7,763 shares; 2025Q3: 7,833 shares 7,833 $2.41M 0.19% +70 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 111,890 shares; 2025Q2: 198,390 shares; 2025Q3: 210,310 shares 210,310 $2.4M 0.18% +11,920 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,618 shares; 2024Q4: 16 shares; 2025Q1: 16,435 shares; 2025Q2: 16,095 shares; 2025Q3: 17,787 shares 17,787 $2.39M 0.18% +1,692 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: 7,660 shares; 2024Q4: 7 shares; 2025Q1: 7,589 shares; 2025Q2: 8,309 shares; 2025Q3: 7,738 shares 7,738 $2.35M 0.18% -571 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,706 shares; 2024Q4: 34 shares; 2025Q1: 50,048 shares; 2025Q2: 51,331 shares; 2025Q3: 52,731 shares 52,731 $2.35M 0.18% +1,400 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: 370 shares; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 52,432 shares 52,432 $2.34M 0.18% +52,400 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: 6,082 shares; 2024Q4: 5 shares; 2025Q1: 6,092 shares; 2025Q2: 7,164 shares; 2025Q3: 6,531 shares 6,531 $2.3M 0.18% -633 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: 46,967 shares; 2024Q4: 46 shares; 2025Q1: 49,132 shares; 2025Q2: 36,829 shares; 2025Q3: 34,652 shares 34,652 $2.3M 0.18% -2,177 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,699 shares; 2024Q4: 73 shares; 2025Q1: 75,560 shares; 2025Q2: 40,028 shares; 2025Q3: 39,714 shares 39,714 $2.25M 0.17% -314 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 6 shares; 2025Q1: 5,922 shares; 2025Q2: 7,400 shares; 2025Q3: 75,887 shares 75,887 $2.23M 0.17% +68,487 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 4 shares; 2025Q1: 4,070 shares; 2025Q2: 4,224 shares; 2025Q3: 30,044 shares 30,044 $2.21M 0.17% +25,820 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: 40,242 shares; 2024Q4: 35 shares; 2025Q1: 34,700 shares; 2025Q2: 33,675 shares; 2025Q3: 31,463 shares 31,463 $2.15M 0.17% -2,212 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,572 shares; 2024Q4: 61 shares; 2025Q1: 58,453 shares; 2025Q2: 53,891 shares; 2025Q3: 51,417 shares 51,417 $2.14M 0.16% -2,474 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,162 shares; 2024Q4: 19 shares; 2025Q1: 13,468 shares; 2025Q2: 1,180 shares; 2025Q3: 7,311 shares 7,311 $2.13M 0.16% +6,131 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: 14,535 shares; 2024Q4: 14 shares; 2025Q1: 16,243 shares; 2025Q2: 16,113 shares; 2025Q3: 11,155 shares 11,155 $2.12M 0.16% -4,958 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: 12,126 shares; 2024Q4: 9 shares; 2025Q1: 8,994 shares; 2025Q2: 10,992 shares; 2025Q3: 12,673 shares 12,673 $2.11M 0.16% +1,681 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,281 shares; 2024Q4: 13 shares; 2025Q1: 137,459 shares; 2025Q2: 160,386 shares; 2025Q3: 181,114 shares 181,114 $2.1M 0.16% +20,728 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,107 shares; 2024Q4: 54 shares; 2025Q1: 55,609 shares; 2025Q2: 51,173 shares; 2025Q3: 52,236 shares 52,236 $2.07M 0.16% +1,063 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: 32,783 shares; 2024Q4: 30 shares; 2025Q1: 32,959 shares; 2025Q2: 33,162 shares; 2025Q3: 16,627 shares 16,627 $2.06M 0.16% -16,535 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: 11,721 shares; 2024Q4: 11 shares; 2025Q1: 11,919 shares; 2025Q2: 24,139 shares; 2025Q3: 26,251 shares 26,251 $2.05M 0.16% +2,112 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,691 shares; 2024Q4: 69 shares; 2025Q1: 75,492 shares; 2025Q2: 70,267 shares; 2025Q3: 46,341 shares 46,341 $2.04M 0.16% -23,926 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: 6,512 shares; 2024Q4: 6 shares; 2025Q1: 4,376 shares; 2025Q2: 4,356 shares; 2025Q3: 4,244 shares 4,244 $2.03M 0.16% -112 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,968 shares; 2024Q4: 13 shares; 2025Q1: 13,799 shares; 2025Q2: 15,758 shares; 2025Q3: 14,340 shares 14,340 $2.02M 0.16% -1,418 Timeline PIZ 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: 241 shares; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 42,341 shares 42,341 $2.02M 0.16% +42,100 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: 16,573 shares; 2024Q4: 16 shares; 2025Q1: 17,327 shares; 2025Q2: 16,964 shares; 2025Q3: 15,064 shares 15,064 $2.02M 0.16% -1,900 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,405 shares; 2024Q4: 24 shares; 2025Q1: 23,791 shares; 2025Q2: 24,422 shares; 2025Q3: 24,023 shares 24,023 $2.01M 0.15% -399 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 6 shares; 2025Q1: 6,785 shares; 2025Q2: 7,020 shares; 2025Q3: 7,186 shares 7,186 $1.99M 0.15% +166 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: 42,160 shares; 2024Q4: 42 shares; 2025Q1: 39,310 shares; 2025Q2: 34,135 shares; 2025Q3: 34,325 shares 34,325 $1.97M 0.15% +190 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: 3,728 shares; 2024Q4: 3 shares; 2025Q1: 3,147 shares; 2025Q2: 3,170 shares; 2025Q3: 3,034 shares 3,034 $1.97M 0.15% -136 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,100 shares; 2024Q4: 95 shares; 2025Q1: 105,735 shares; 2025Q2: 142,855 shares; 2025Q3: 121,978 shares 121,978 $1.97M 0.15% -20,877 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5 shares; 2025Q1: 5,748 shares; 2025Q2: 5,955 shares; 2025Q3: 6,061 shares 6,061 $1.96M 0.15% +106 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: 14,047 shares; 2024Q4: 13 shares; 2025Q1: 13,784 shares; 2025Q2: 13,600 shares; 2025Q3: 13,600 shares 13,600 $1.93M 0.15% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,472 shares; 2024Q4: 6 shares; 2025Q1: 6,674 shares; 2025Q2: 7,435 shares; 2025Q3: 6,846 shares 6,846 $1.93M 0.15% -589 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: 5,461 shares; 2024Q4: 5 shares; 2025Q1: 5,743 shares; 2025Q2: 5,961 shares; 2025Q3: 6,074 shares 6,074 $1.93M 0.15% +113 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: 11,304 shares; 2024Q4: 11 shares; 2025Q1: 11,136 shares; 2025Q2: 34,427 shares; 2025Q3: 34,853 shares 34,853 $1.93M 0.15% +426 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1 shares; 2025Q1: 16,876 shares; 2025Q2: 20,266 shares; 2025Q3: 21,153 shares 21,153 $1.92M 0.15% +887 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,164 shares; 2024Q4: 5 shares; 2025Q1: 5,384 shares; 2025Q2: 36,887 shares; 2025Q3: 41,002 shares 41,002 $1.9M 0.15% +4,115 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: 7,014 shares; 2024Q4: 6 shares; 2025Q1: 7,017 shares; 2025Q2: 6,106 shares; 2025Q3: 5,717 shares 5,717 $1.9M 0.15% -389 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: 1 shares; 2025Q1: 1,456 shares; 2025Q2: 1,566 shares; 2025Q3: 1,615 shares 1,615 $1.88M 0.14% +49 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,917 shares; 2024Q4: 11 shares; 2025Q1: 11,474 shares; 2025Q2: 11,720 shares; 2025Q3: 11,940 shares 11,940 $1.88M 0.14% +220 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: 5,592 shares; 2024Q4: 5 shares; 2025Q1: 5,478 shares; 2025Q2: 6,569 shares; 2025Q3: 6,732 shares 6,732 $1.88M 0.14% +163 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: 10,959 shares; 2024Q4: 11 shares; 2025Q1: 12,908 shares; 2025Q2: 13,179 shares; 2025Q3: 12,847 shares 12,847 $1.88M 0.14% -332 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 6 shares; 2025Q1: 6,328 shares; 2025Q2: 54,651 shares; 2025Q3: 61,807 shares 61,807 $1.87M 0.14% +7,156 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: 6,493 shares; 2024Q4: 6 shares; 2025Q1: 6,342 shares; 2025Q2: 6,342 shares; 2025Q3: 6,340 shares 6,340 $1.86M 0.14% -2 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 8 shares; 2025Q1: 8,520 shares; 2025Q2: 8,919 shares; 2025Q3: 9,090 shares 9,090 $1.86M 0.14% +171 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: 5,636 shares; 2024Q4: 6 shares; 2025Q1: 5,526 shares; 2025Q2: 5,817 shares; 2025Q3: 8,531 shares 8,531 $1.84M 0.14% +2,714 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: 5,206 shares; 2024Q4: 5 shares; 2025Q1: 6,299 shares; 2025Q2: 8,775 shares; 2025Q3: 7,453 shares 7,453 $1.84M 0.14% -1,322 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5 shares; 2025Q1: 6,055 shares; 2025Q2: 6,277 shares; 2025Q3: 6,413 shares 6,413 $1.79M 0.14% +136 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 9 shares; 2025Q1: 10,024 shares; 2025Q2: 23,056 shares; 2025Q3: 25,264 shares 25,264 $1.79M 0.14% +2,208 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 4 shares; 2025Q1: 5,124 shares; 2025Q2: 62,579 shares; 2025Q3: 71,110 shares 71,110 $1.79M 0.14% +8,531 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,938 shares; 2024Q4: 8 shares; 2025Q1: 12,766 shares; 2025Q2: 12,930 shares; 2025Q3: 10,579 shares 10,579 $1.77M 0.14% -2,351 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,050 shares; 2024Q4: 27 shares; 2025Q1: 55,147 shares; 2025Q2: 59,620 shares; 2025Q3: 64,173 shares 64,173 $1.76M 0.14% +4,553 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: 24,935 shares; 2024Q4: 21 shares; 2025Q1: 20,840 shares; 2025Q2: 21,272 shares; 2025Q3: 18,583 shares 18,583 $1.76M 0.14% -2,689 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 7 shares; 2025Q1: 7,085 shares; 2025Q2: 12,984 shares; 2025Q3: 7,090 shares 7,090 $1.71M 0.13% -5,894 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,347 shares; 2024Q4: 11 shares; 2025Q1: 11,599 shares; 2025Q2: 12,072 shares; 2025Q3: 12,868 shares 12,868 $1.66M 0.13% +796 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: 87,038 shares; 2024Q4: 71 shares; 2025Q1: 63,220 shares; 2025Q2: 52,237 shares; 2025Q3: 35,821 shares 35,821 $1.66M 0.13% -16,416 Timeline PFF 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: 56,582 shares; 2024Q4: 50 shares; 2025Q1: 49,667 shares; 2025Q2: 49,607 shares; 2025Q3: 51,729 shares 51,729 $1.64M 0.13% +2,122 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,490 shares; 2024Q4: 24 shares; 2025Q1: 33,500 shares; 2025Q2: 34,416 shares; 2025Q3: 35,469 shares 35,469 $1.63M 0.13% +1,053 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 14 shares; 2025Q1: 15,390 shares; 2025Q2: 14,835 shares; 2025Q3: 14,126 shares 14,126 $1.62M 0.12% -709 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: 6,230 shares; 2024Q4: 6 shares; 2025Q1: 6,196 shares; 2025Q2: 6,194 shares; 2025Q3: 6,313 shares 6,313 $1.61M 0.12% +119 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,685 shares; 2024Q4: 41 shares; 2025Q1: 41,171 shares; 2025Q2: 40,415 shares; 2025Q3: 39,359 shares 39,359 $1.6M 0.12% -1,056 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 6 shares; 2025Q1: 10,226 shares; 2025Q2: 15,996 shares; 2025Q3: 15,479 shares 15,479 $1.6M 0.12% -517 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: 30,314 shares; 2024Q4: 30 shares; 2025Q1: 30,239 shares; 2025Q2: 31,606 shares; 2025Q3: 36,581 shares 36,581 $1.59M 0.12% +4,975 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 5 shares; 2025Q1: 6,259 shares; 2025Q2: 6,510 shares; 2025Q3: 5,068 shares 5,068 $1.58M 0.12% -1,442 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,761 shares; 2024Q4: 11 shares; 2025Q1: 12,126 shares; 2025Q2: 12,598 shares; 2025Q3: 16,205 shares 16,205 $1.58M 0.12% +3,607 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 15,738 shares 15,738 $1.57M 0.12% +15,553 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: 1,671 shares; 2024Q4: 1 shares; 2025Q1: 2,018 shares; 2025Q2: 26,570 shares; 2025Q3: 33,383 shares 33,383 $1.56M 0.12% +6,813 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4 shares; 2025Q1: 4,595 shares; 2025Q2: 3,413 shares; 2025Q3: 3,493 shares 3,493 $1.55M 0.12% +80 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,118 shares; 2024Q4: 62 shares; 2025Q1: 92,435 shares; 2025Q2: 130,560 shares; 2025Q3: 126,196 shares 126,196 $1.54M 0.12% -4,364 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: 11,598 shares; 2024Q4: 11 shares; 2025Q1: 12,580 shares; 2025Q2: 11,118 shares; 2025Q3: 6,494 shares 6,494 $1.54M 0.12% -4,624 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,178 shares; 2024Q4: 15 shares; 2025Q1: 62,811 shares; 2025Q2: 71,759 shares; 2025Q3: 79,518 shares 79,518 $1.54M 0.12% +7,759 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 3 shares; 2025Q1: 3,733 shares; 2025Q2: 6,208 shares; 2025Q3: 6,755 shares 6,755 $1.52M 0.12% +547 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,461 shares; 2024Q4: 32 shares; 2025Q1: 34,684 shares; 2025Q2: 35,870 shares; 2025Q3: 35,294 shares 35,294 $1.52M 0.12% -576 Timeline FTC 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: 11,065 shares; 2024Q4: 10 shares; 2025Q1: 10,370 shares; 2025Q2: 13,863 shares; 2025Q3: 9,465 shares 9,465 $1.52M 0.12% -4,398 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 136 shares; 2025Q3: 2,216 shares 2,216 $1.51M 0.12% +2,080 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2 shares; 2025Q1: 2,125 shares; 2025Q2: 1,966 shares; 2025Q3: 1,950 shares 1,950 $1.51M 0.12% -16 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: 4,409 shares; 2024Q4: 3 shares; 2025Q1: 3,842 shares; 2025Q2: 4,281 shares; 2025Q3: 4,989 shares 4,989 $1.5M 0.12% +708 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,357 shares; 2024Q4: 53 shares; 2025Q1: 218,118 shares; 2025Q2: 251,166 shares; 2025Q3: 282,243 shares 282,243 $1.49M 0.11% +31,077 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: 15,358 shares; 2024Q4: 15 shares; 2025Q1: 15,358 shares; 2025Q2: 15,358 shares; 2025Q3: 15,463 shares 15,463 $1.47M 0.11% +105 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,720 shares; 2024Q4: 22 shares; 2025Q1: 23,112 shares; 2025Q2: 23,175 shares; 2025Q3: 23,087 shares 23,087 $1.47M 0.11% -88 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,551 shares; 2024Q4: 12 shares; 2025Q1: 12,068 shares; 2025Q2: 15,706 shares; 2025Q3: 29,699 shares 29,699 $1.47M 0.11% +13,993 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,323 shares; 2024Q4: 7 shares; 2025Q1: 12,224 shares; 2025Q2: 13,649 shares; 2025Q3: 14,103 shares 14,103 $1.45M 0.11% +454 Timeline FLOT 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: 503 shares; 2024Q4: not reported; 2025Q1: 4,982 shares; 2025Q2: 7,054 shares; 2025Q3: 28,199 shares 28,199 $1.44M 0.11% +21,145 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 5 shares; 2025Q1: 5,796 shares; 2025Q2: 5,966 shares; 2025Q3: 6,008 shares 6,008 $1.43M 0.11% +42 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2 shares; 2025Q1: 2,395 shares; 2025Q2: 5,423 shares; 2025Q3: 6,804 shares 6,804 $1.42M 0.11% +1,381 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: 29,688 shares; 2024Q4: 30 shares; 2025Q1: 35,001 shares; 2025Q2: 38,500 shares; 2025Q3: 21,392 shares 21,392 $1.41M 0.11% -17,108 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,806 shares; 2024Q4: 360 shares; 2025Q1: 361,819 shares; 2025Q2: 10,905 shares; 2025Q3: 9,533 shares 9,533 $1.4M 0.11% -1,372 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,201 shares; 2024Q4: 15 shares; 2025Q1: 32,879 shares; 2025Q2: 56,080 shares; 2025Q3: 55,484 shares 55,484 $1.36M 0.1% -596 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: 1 shares; 2025Q1: 5,814 shares; 2025Q2: 8,554 shares; 2025Q3: 10,154 shares 10,154 $1.36M 0.1% +1,600 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: 7,286 shares; 2024Q4: 7 shares; 2025Q1: 7,379 shares; 2025Q2: 7,219 shares; 2025Q3: 6,893 shares 6,893 $1.35M 0.1% -326 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: 9 shares; 2025Q1: 5,387 shares; 2025Q2: 5,646 shares; 2025Q3: 26,453 shares 26,453 $1.33M 0.1% +20,807 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: 398 shares; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 518 shares; 2025Q3: 1,669 shares 1,669 $1.33M 0.1% +1,151 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,112 shares; 2024Q4: 21 shares; 2025Q1: 22,951 shares; 2025Q2: 24,904 shares; 2025Q3: 28,017 shares 28,017 $1.32M 0.1% +3,113 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,315 shares; 2024Q4: 29 shares; 2025Q1: 33,272 shares; 2025Q2: 35,297 shares; 2025Q3: 34,712 shares 34,712 $1.31M 0.1% -585 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4 shares; 2025Q1: 4,658 shares; 2025Q2: 4,681 shares; 2025Q3: 4,428 shares 4,428 $1.3M 0.1% -253 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: not reported; 2025Q1: 4,420 shares; 2025Q2: 8,032 shares; 2025Q3: 9,127 shares 9,127 $1.3M 0.1% +1,095 Timeline HYG 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: 26,703 shares; 2024Q4: 21 shares; 2025Q1: 19,060 shares; 2025Q2: 16,979 shares; 2025Q3: 15,861 shares 15,861 $1.29M 0.1% -1,118 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,497 shares; 2024Q4: 25 shares; 2025Q1: 72,574 shares; 2025Q2: 78,244 shares; 2025Q3: 85,323 shares 85,323 $1.27M 0.1% +7,079 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 7 shares; 2025Q1: 6,352 shares; 2025Q2: 7,058 shares; 2025Q3: 7,094 shares 7,094 $1.27M 0.1% +36 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,314 shares 6,314 $1.27M 0.1% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,075 shares; 2024Q4: 19 shares; 2025Q1: 18,983 shares; 2025Q2: 18,863 shares; 2025Q3: 18,401 shares 18,401 $1.26M 0.1% -462 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,674 shares; 2024Q4: 33 shares; 2025Q1: 35,313 shares; 2025Q2: 35,329 shares; 2025Q3: 25,521 shares 25,521 $1.26M 0.1% -9,808 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,557 shares; 2024Q4: 24 shares; 2025Q1: 23,591 shares; 2025Q2: 22,204 shares; 2025Q3: 26,378 shares 26,378 $1.26M 0.1% +4,174 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,708 shares; 2024Q4: 8 shares; 2025Q1: 8,301 shares; 2025Q2: 25,142 shares; 2025Q3: 26,745 shares 26,745 $1.26M 0.1% +1,603 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,997 shares 39,997 $1.25M 0.1% new 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: 8,175 shares; 2024Q4: 8 shares; 2025Q1: 8,936 shares; 2025Q2: 8,556 shares; 2025Q3: 8,735 shares 8,735 $1.24M 0.1% +179 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: 5,946 shares; 2024Q4: 5 shares; 2025Q1: 5,824 shares; 2025Q2: 6,128 shares; 2025Q3: 6,628 shares 6,628 $1.24M 0.1% +500 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: 7,506 shares; 2024Q4: 7 shares; 2025Q1: 7,800 shares; 2025Q2: 8,404 shares; 2025Q3: 8,846 shares 8,846 $1.23M 0.09% +442 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: 7,003 shares; 2024Q4: 5 shares; 2025Q1: 5,218 shares; 2025Q2: 6,468 shares; 2025Q3: 6,652 shares 6,652 $1.22M 0.09% +184 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4 shares; 2025Q1: 4,811 shares; 2025Q2: 4,929 shares; 2025Q3: 4,985 shares 4,985 $1.22M 0.09% +56 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: 4,849 shares; 2024Q4: 4 shares; 2025Q1: 2,288 shares; 2025Q2: 1,668 shares; 2025Q3: 2,448 shares 2,448 $1.2M 0.09% +780 Timeline QIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1 shares; 2025Q1: 24,976 shares; 2025Q2: 26,462 shares; 2025Q3: 26,446 shares 26,446 $1.2M 0.09% -16 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: 8,808 shares; 2024Q4: 8 shares; 2025Q1: 9,517 shares; 2025Q2: 9,662 shares; 2025Q3: 7,959 shares 7,959 $1.18M 0.09% -1,703 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 1 shares; 2025Q1: 1,805 shares; 2025Q2: 9,446 shares; 2025Q3: 9,684 shares 9,684 $1.18M 0.09% +238 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,410 shares; 2025Q3: 135,659 shares 135,659 $1.18M 0.09% +4,249 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: 2,330 shares; 2024Q4: 8 shares; 2025Q1: 14,426 shares; 2025Q2: 16,572 shares; 2025Q3: 23,247 shares 23,247 $1.18M 0.09% +6,675 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: 11,606 shares; 2024Q4: 11 shares; 2025Q1: 7,835 shares; 2025Q2: 6,273 shares; 2025Q3: 3,398 shares 3,398 $1.17M 0.09% -2,875 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 11 shares; 2025Q1: 9,930 shares; 2025Q2: 9,930 shares; 2025Q3: 9,902 shares 9,902 $1.17M 0.09% -28 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 13 shares; 2025Q1: 8,337 shares; 2025Q2: 6,474 shares; 2025Q3: 45,100 shares 45,100 $1.17M 0.09% +38,626 Timeline EIPI 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: 8,404 shares; 2024Q4: 8 shares; 2025Q1: 46,397 shares; 2025Q2: 52,637 shares; 2025Q3: 58,846 shares 58,846 $1.17M 0.09% +6,209 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: 15,829 shares; 2024Q4: 16 shares; 2025Q1: 27,683 shares; 2025Q2: 28,172 shares; 2025Q3: 30,624 shares 30,624 $1.16M 0.09% +2,452 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1 shares; 2025Q1: 2,687 shares; 2025Q2: 3,715 shares; 2025Q3: 40,766 shares 40,766 $1.15M 0.09% +37,051 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 27 shares; 2025Q1: 29,839 shares; 2025Q2: 30,883 shares; 2025Q3: 19,252 shares 19,252 $1.15M 0.09% -11,631 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: 6 shares; 2025Q1: 8,512 shares; 2025Q2: 8,546 shares; 2025Q3: 8,991 shares 8,991 $1.15M 0.09% +445 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: 68,738 shares; 2024Q4: 60 shares; 2025Q1: 59,364 shares; 2025Q2: 63,434 shares; 2025Q3: 66,844 shares 66,844 $1.15M 0.09% +3,410 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,595 shares; 2024Q4: 22 shares; 2025Q1: 32,195 shares; 2025Q2: 30,995 shares; 2025Q3: 30,579 shares 30,579 $1.14M 0.09% -416 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,327 shares; 2024Q4: 13 shares; 2025Q1: 13,095 shares; 2025Q2: 12,002 shares; 2025Q3: 9,314 shares 9,314 $1.14M 0.09% -2,688 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,371 shares; 2024Q4: 52 shares; 2025Q1: 66,791 shares; 2025Q2: 85,130 shares; 2025Q3: 96,456 shares 96,456 $1.14M 0.09% +11,326 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,348 shares; 2025Q3: 13,455 shares 13,455 $1.14M 0.09% +4,107 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: 6,154 shares; 2024Q4: 6 shares; 2025Q1: 4,907 shares; 2025Q2: 4,922 shares; 2025Q3: 12,441 shares 12,441 $1.14M 0.09% +7,519 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: 17,181 shares; 2024Q4: 14 shares; 2025Q1: 16,720 shares; 2025Q2: 16,802 shares; 2025Q3: 17,023 shares 17,023 $1.12M 0.09% +221 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2 shares; 2025Q1: 3,374 shares; 2025Q2: 2,808 shares; 2025Q3: 4,374 shares 4,374 $1.12M 0.09% +1,566 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 2 shares; 2025Q1: 2,256 shares; 2025Q2: 2,313 shares; 2025Q3: 2,437 shares 2,437 $1.11M 0.09% +124 Timeline STEEL PARTNERS HOLDINGS LP STEEL PARTNERS HOLDINGS LP More: the full row for STEEL PARTNERS HOLDINGS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,881 shares; 2025Q3: 44,881 shares 44,881 $1.11M 0.09% 0 IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3 shares; 2025Q1: 3,249 shares; 2025Q2: 3,401 shares; 2025Q3: 3,476 shares 3,476 $1.11M 0.09% +75 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: 7,892 shares; 2024Q4: 4 shares; 2025Q1: 5,063 shares; 2025Q2: 5,847 shares; 2025Q3: 5,536 shares 5,536 $1.11M 0.09% -311 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: 21,476 shares; 2024Q4: 18 shares; 2025Q1: 19,104 shares; 2025Q2: 21,873 shares; 2025Q3: 21,551 shares 21,551 $1.11M 0.09% -322 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8 shares; 2025Q1: 8,688 shares; 2025Q2: 9,134 shares; 2025Q3: 9,364 shares 9,364 $1.11M 0.09% +230 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,776 shares; 2024Q4: 11 shares; 2025Q1: 11,712 shares; 2025Q2: 10,420 shares; 2025Q3: 10,363 shares 10,363 $1.1M 0.08% -57 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8 shares; 2025Q1: 11,089 shares; 2025Q2: 11,564 shares; 2025Q3: 11,080 shares 11,080 $1.1M 0.08% -484 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,083 shares; 2024Q4: 17 shares; 2025Q1: 16,595 shares; 2025Q2: 15,801 shares; 2025Q3: 13,998 shares 13,998 $1.1M 0.08% -1,803 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 6,494 shares; 2025Q3: 88,428 shares 88,428 $1.09M 0.08% +81,934 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,724 shares; 2024Q4: 11 shares; 2025Q1: 12,282 shares; 2025Q2: 11,489 shares; 2025Q3: 8,969 shares 8,969 $1.09M 0.08% -2,520 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,126 shares; 2024Q4: 94 shares; 2025Q1: 100,123 shares; 2025Q2: 106,334 shares; 2025Q3: 59,295 shares 59,295 $1.08M 0.08% -47,039 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 5 shares; 2025Q1: 5,019 shares; 2025Q2: 5,188 shares; 2025Q3: 5,244 shares 5,244 $1.07M 0.08% +56 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: 39,760 shares; 2024Q4: 32 shares; 2025Q1: 34,409 shares; 2025Q2: 34,319 shares; 2025Q3: 34,004 shares 34,004 $1.06M 0.08% -315 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,880 shares; 2024Q4: 11 shares; 2025Q1: 12,092 shares; 2025Q2: 9,695 shares; 2025Q3: 11,110 shares 11,110 $1.06M 0.08% +1,415 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: 24,237 shares; 2024Q4: 25 shares; 2025Q1: 28,110 shares; 2025Q2: 29,110 shares; 2025Q3: 31,626 shares 31,626 $1.06M 0.08% +2,516 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,134 shares; 2024Q4: 26 shares; 2025Q1: 27,879 shares; 2025Q2: 29,674 shares; 2025Q3: 30,505 shares 30,505 $1.05M 0.08% +831 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,591 shares; 2024Q4: 27 shares; 2025Q1: 61,545 shares; 2025Q2: 68,759 shares; 2025Q3: 74,891 shares 74,891 $1.05M 0.08% +6,132 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,872 shares; 2024Q4: 20 shares; 2025Q1: 21,306 shares; 2025Q2: 21,543 shares; 2025Q3: 21,946 shares 21,946 $1.03M 0.08% +403 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,455 shares; 2024Q4: 110 shares; 2025Q1: 100,603 shares; 2025Q2: 36,979 shares; 2025Q3: 32,747 shares 32,747 $1.03M 0.08% -4,232 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3 shares; 2025Q1: 4,055 shares; 2025Q2: 4,406 shares; 2025Q3: 4,367 shares 4,367 $1.03M 0.08% -39 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: 3,122 shares; 2024Q4: 4 shares; 2025Q1: 3,395 shares; 2025Q2: 2,476 shares; 2025Q3: 5,622 shares 5,622 $1.03M 0.08% +3,146 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: 10,386 shares; 2024Q4: 9 shares; 2025Q1: 9,925 shares; 2025Q2: 9,718 shares; 2025Q3: 9,894 shares 9,894 $1.02M 0.08% +176 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,834 shares; 2024Q4: 54 shares; 2025Q1: 54,307 shares; 2025Q2: 38,116 shares; 2025Q3: 39,997 shares 39,997 $1.02M 0.08% +1,881 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 5 shares; 2025Q1: 5,847 shares; 2025Q2: 10,866 shares; 2025Q3: 15,171 shares 15,171 $1.02M 0.08% +4,305 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 4 shares; 2025Q1: 4,343 shares; 2025Q2: 4,345 shares; 2025Q3: 16,221 shares 16,221 $1M 0.08% +11,876 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,895 shares; 2024Q4: 30 shares; 2025Q1: 34,062 shares; 2025Q2: 33,942 shares; 2025Q3: 33,942 shares 33,942 $993K 0.08% 0 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: 4,086 shares; 2024Q4: 4 shares; 2025Q1: 4,562 shares; 2025Q2: 4,658 shares; 2025Q3: 4,493 shares 4,493 $992K 0.08% -165 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 8 shares; 2025Q1: 8,617 shares; 2025Q2: 9,369 shares; 2025Q3: 18,403 shares 18,403 $991K 0.08% +9,034 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 3 shares; 2025Q1: 3,773 shares; 2025Q2: 5,095 shares; 2025Q3: 5,050 shares 5,050 $990K 0.08% -45 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: 7,465 shares; 2024Q4: 6 shares; 2025Q1: 6,872 shares; 2025Q2: 6,467 shares; 2025Q3: 6,100 shares 6,100 $989K 0.08% -367 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: 2,347 shares; 2024Q4: 1 shares; 2025Q1: 1,668 shares; 2025Q2: 1,412 shares; 2025Q3: 1,600 shares 1,600 $984K 0.08% +188 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: 3,833 shares; 2024Q4: 3 shares; 2025Q1: 3,463 shares; 2025Q2: 4,717 shares; 2025Q3: 4,673 shares 4,673 $984K 0.08% -44 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3 shares; 2025Q1: 3,709 shares; 2025Q2: 2,738 shares; 2025Q3: 3,594 shares 3,594 $978K 0.08% +856 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,809 shares; 2024Q4: 11 shares; 2025Q1: 12,014 shares; 2025Q2: 9,365 shares; 2025Q3: 8,932 shares 8,932 $973K 0.07% -433 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,503 shares; 2024Q4: 16 shares; 2025Q1: 15,072 shares; 2025Q2: 14,534 shares; 2025Q3: 11,457 shares 11,457 $962K 0.07% -3,077 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 2 shares; 2025Q1: 2,793 shares; 2025Q2: 2,793 shares; 2025Q3: 2,723 shares 2,723 $956K 0.07% -70 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,533 shares; 2024Q4: 22 shares; 2025Q1: 24,207 shares; 2025Q2: 24,392 shares; 2025Q3: 24,327 shares 24,327 $954K 0.07% -65 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 222 shares 222 $952K 0.07% -125 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3 shares; 2025Q1: 3,418 shares; 2025Q2: 6,097 shares; 2025Q3: 5,085 shares 5,085 $951K 0.07% -1,012 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5 shares; 2025Q1: 5,069 shares; 2025Q2: 4,090 shares; 2025Q3: 4,367 shares 4,367 $948K 0.07% +277 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2 shares; 2025Q1: 3,055 shares; 2025Q2: 3,201 shares; 2025Q3: 3,284 shares 3,284 $946K 0.07% +83 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13 shares; 2025Q1: 14,101 shares; 2025Q2: 14,530 shares; 2025Q3: 14,015 shares 14,015 $945K 0.07% -515 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1 shares; 2025Q1: 1,300 shares; 2025Q2: 4,752 shares; 2025Q3: 7,832 shares 7,832 $944K 0.07% +3,080 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 6 shares; 2025Q1: 5,844 shares; 2025Q2: 5,472 shares; 2025Q3: 6,048 shares 6,048 $940K 0.07% +576 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5 shares; 2025Q1: 7,656 shares; 2025Q2: 6,135 shares; 2025Q3: 6,545 shares 6,545 $937K 0.07% +410 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6 shares; 2025Q1: 6,577 shares; 2025Q2: 6,665 shares; 2025Q3: 6,687 shares 6,687 $934K 0.07% +22 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4 shares; 2025Q1: 3,368 shares; 2025Q2: 14,156 shares; 2025Q3: 13,499 shares 13,499 $929K 0.07% -657 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 3 shares; 2025Q1: 3,356 shares; 2025Q2: 3,498 shares; 2025Q3: 3,308 shares 3,308 $926K 0.07% -190 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 11 shares; 2025Q1: 10,446 shares; 2025Q2: 10,586 shares; 2025Q3: 10,603 shares 10,603 $925K 0.07% +17 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 2 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 16,077 shares 16,077 $924K 0.07% +14,071 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 7 shares; 2025Q1: 7,938 shares; 2025Q2: 7,746 shares; 2025Q3: 7,796 shares 7,796 $911K 0.07% +50 Timeline GDX 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: 14,755 shares; 2024Q4: 13 shares; 2025Q1: 14,855 shares; 2025Q2: 11,313 shares; 2025Q3: 11,902 shares 11,902 $909K 0.07% +589 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,755 shares; 2024Q4: 5 shares; 2025Q1: 8,348 shares; 2025Q2: 11,034 shares; 2025Q3: 10,712 shares 10,712 $906K 0.07% -322 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 30,147 shares; 2025Q3: 31,060 shares 31,060 $889K 0.07% +913 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: not reported; 2025Q1: 10,087 shares; 2025Q2: 9,522 shares; 2025Q3: 10,548 shares 10,548 $880K 0.07% +1,026 Timeline UCON 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: 48,570 shares; 2024Q4: 51 shares; 2025Q1: 48,125 shares; 2025Q2: 51,887 shares; 2025Q3: 34,935 shares 34,935 $880K 0.07% -16,952 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: 4,302 shares; 2024Q4: 7 shares; 2025Q1: 7,096 shares; 2025Q2: 7,137 shares; 2025Q3: 7,090 shares 7,090 $877K 0.07% -47 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,523 shares; 2024Q4: 8 shares; 2025Q1: 8,360 shares; 2025Q2: 8,750 shares; 2025Q3: 10,328 shares 10,328 $877K 0.07% +1,578 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,305 shares; 2024Q4: 54 shares; 2025Q1: 53,969 shares; 2025Q2: 52,719 shares; 2025Q3: 52,719 shares 52,719 $872K 0.07% 0 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,529 shares; 2024Q4: 34 shares; 2025Q1: 43,290 shares; 2025Q2: 46,740 shares; 2025Q3: 46,740 shares 46,740 $871K 0.07% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 1,335 shares; 2025Q3: 1,360 shares 1,360 $869K 0.07% +25 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 5 shares; 2025Q1: 5,691 shares; 2025Q2: 5,116 shares; 2025Q3: 5,164 shares 5,164 $862K 0.07% +48 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: 11,840 shares; 2024Q4: 7 shares; 2025Q1: 37,820 shares; 2025Q2: 2,798 shares; 2025Q3: 9,943 shares 9,943 $858K 0.07% +7,145 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,096 shares; 2024Q4: 13 shares; 2025Q1: 13,772 shares; 2025Q2: 13,597 shares; 2025Q3: 14,369 shares 14,369 $858K 0.07% +772 AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,171 shares 3,171 $856K 0.07% -516 Timeline FLRN 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: 31,216 shares; 2024Q4: 29 shares; 2025Q1: 28,930 shares; 2025Q2: 24,635 shares; 2025Q3: 27,739 shares 27,739 $856K 0.07% +3,104 Timeline TDIV 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: 9,485 shares; 2024Q4: 8 shares; 2025Q1: 8,384 shares; 2025Q2: 11,806 shares; 2025Q3: 8,681 shares 8,681 $856K 0.07% -3,125 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2 shares; 2025Q1: 12,403 shares; 2025Q2: 11,627 shares; 2025Q3: 11,644 shares 11,644 $854K 0.07% +17 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,942 shares; 2024Q4: 18 shares; 2025Q1: 19,351 shares; 2025Q2: 19,074 shares; 2025Q3: 18,331 shares 18,331 $853K 0.07% -743 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 12 shares; 2025Q1: 13,920 shares; 2025Q2: 15,995 shares; 2025Q3: 15,995 shares 15,995 $853K 0.07% 0 Timeline FMCKJ FEDERAL HOME LN MTG More: the full row for FEDERAL HOME LN MTG Quarterly shares; 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: 54,531 shares; 2025Q3: 54,531 shares 54,531 $853K 0.07% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,743 shares; 2024Q4: 53 shares; 2025Q1: 57,206 shares; 2025Q2: 57,024 shares; 2025Q3: 57,024 shares 57,024 $837K 0.06% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 10 shares; 2025Q1: 10,020 shares; 2025Q2: 9,970 shares; 2025Q3: 10,145 shares 10,145 $832K 0.06% +175 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,206 shares; 2024Q4: 6 shares; 2025Q1: 6,214 shares; 2025Q2: 6,909 shares; 2025Q3: 7,760 shares 7,760 $826K 0.06% +851 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,900 shares; 2024Q4: 87 shares; 2025Q1: 91,985 shares; 2025Q2: 91,985 shares; 2025Q3: 91,985 shares 91,985 $819K 0.06% 0 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: 4,129 shares; 2024Q4: 4 shares; 2025Q1: 4,104 shares; 2025Q2: 4,879 shares; 2025Q3: 4,789 shares 4,789 $815K 0.06% -90 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: 1,023 shares; 2024Q4: 1 shares; 2025Q1: 1,970 shares; 2025Q2: 1,215 shares; 2025Q3: 1,695 shares 1,695 $813K 0.06% +480 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,900 shares; 2024Q4: 10 shares; 2025Q1: 11,947 shares; 2025Q2: 15,521 shares; 2025Q3: 17,032 shares 17,032 $812K 0.06% +1,511 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,772 shares; 2024Q4: 14 shares; 2025Q1: 14,288 shares; 2025Q2: 15,554 shares; 2025Q3: 23,481 shares 23,481 $807K 0.06% +7,927 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3 shares; 2025Q1: 3,646 shares; 2025Q2: 3,634 shares; 2025Q3: 3,613 shares 3,613 $805K 0.06% -21 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1 shares; 2025Q1: 1,726 shares; 2025Q2: 2,979 shares; 2025Q3: 2,974 shares 2,974 $804K 0.06% -5 Timeline CDLR CADELER A S More: the full row for CADELER A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,197 shares; 2024Q4: 26 shares; 2025Q1: 38,747 shares; 2025Q2: 38,747 shares; 2025Q3: 38,747 shares 38,747 $800K 0.06% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,856 shares; 2024Q4: 17 shares; 2025Q1: 7,504 shares; 2025Q2: 5,868 shares; 2025Q3: 4,774 shares 4,774 $799K 0.06% -1,094 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,819 shares; 2024Q4: 51 shares; 2025Q1: 55,652 shares; 2025Q2: 55,446 shares; 2025Q3: 54,458 shares 54,458 $797K 0.06% -988 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,043 shares; 2024Q4: 43 shares; 2025Q1: 43,282 shares; 2025Q2: 41,632 shares; 2025Q3: 40,063 shares 40,063 $796K 0.06% -1,569 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: not reported; 2025Q1: 2,640 shares; 2025Q2: 2,673 shares; 2025Q3: 2,596 shares 2,596 $793K 0.06% -77 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,675 shares; 2024Q4: 15 shares; 2025Q1: 9,500 shares; 2025Q2: 21,550 shares; 2025Q3: 21,550 shares 21,550 $792K 0.06% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 11 shares; 2025Q1: 10,708 shares; 2025Q2: 10,385 shares; 2025Q3: 10,403 shares 10,403 $782K 0.06% +18 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,725 shares; 2024Q4: 8 shares; 2025Q1: 9,441 shares; 2025Q2: 7,604 shares; 2025Q3: 15,554 shares 15,554 $781K 0.06% +7,950 Timeline RWO 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: 758 shares; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 15,030 shares; 2025Q3: 16,955 shares 16,955 $776K 0.06% +1,925 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6 shares; 2025Q1: 6,104 shares; 2025Q2: 8,090 shares; 2025Q3: 10,432 shares 10,432 $776K 0.06% +2,342 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,919 shares; 2024Q4: 8 shares; 2025Q1: 8,990 shares; 2025Q2: 8,999 shares; 2025Q3: 9,047 shares 9,047 $768K 0.06% +48 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1 shares; 2025Q1: 1,737 shares; 2025Q2: 2,846 shares; 2025Q3: 2,813 shares 2,813 $767K 0.06% -33 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,040 shares; 2024Q4: 11 shares; 2025Q1: 13,685 shares; 2025Q2: 15,710 shares; 2025Q3: 15,710 shares 15,710 $766K 0.06% 0 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: 2,004 shares; 2024Q4: 2 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,291 shares 2,291 $763K 0.06% +3 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: 16,483 shares; 2024Q4: 14 shares; 2025Q1: 8,497 shares; 2025Q2: 6,946 shares; 2025Q3: 6,852 shares 6,852 $761K 0.06% -94 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 9 shares; 2025Q1: 10,530 shares; 2025Q2: 10,893 shares; 2025Q3: 3,719 shares 3,719 $757K 0.06% -7,174 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 8 shares; 2025Q1: 8,854 shares; 2025Q2: 8,854 shares; 2025Q3: 9,058 shares 9,058 $756K 0.06% +204 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.06% 0 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: 16,048 shares; 2024Q4: 14 shares; 2025Q1: 14,273 shares; 2025Q2: 15,747 shares; 2025Q3: 15,478 shares 15,478 $748K 0.06% -269 Timeline PPRUY KERING UNSPONSORED ADR (FRA) More: the full row for KERING UNSPONSORED ADR (FRA) Quarterly shares; 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: 22,707 shares; 2025Q3: 22,524 shares 22,524 $748K 0.06% -183 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,313 shares; 2024Q4: 47 shares; 2025Q1: 47,604 shares; 2025Q2: 45,925 shares; 2025Q3: 44,176 shares 44,176 $747K 0.06% -1,749 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 7 shares; 2025Q1: 8,747 shares; 2025Q2: 18,329 shares; 2025Q3: 20,091 shares 20,091 $746K 0.06% +1,762 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: 17,084 shares; 2024Q4: 16 shares; 2025Q1: 15,903 shares; 2025Q2: 12,860 shares; 2025Q3: 5,672 shares 5,672 $744K 0.06% -7,188 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,483 shares; 2024Q4: 19 shares; 2025Q1: 20,353 shares; 2025Q2: 17,560 shares; 2025Q3: 17,559 shares 17,559 $744K 0.06% -1 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,183 shares; 2024Q4: 21 shares; 2025Q1: 24,910 shares; 2025Q2: 24,846 shares; 2025Q3: 24,000 shares 24,000 $741K 0.06% -846 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,067 shares; 2024Q4: 6 shares; 2025Q1: 6,321 shares; 2025Q2: 6,742 shares; 2025Q3: 6,593 shares 6,593 $741K 0.06% -149 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4 shares; 2025Q1: 6,089 shares; 2025Q2: 4,997 shares; 2025Q3: 4,459 shares 4,459 $739K 0.06% -538 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1 shares; 2025Q1: 1,626 shares; 2025Q2: 1,892 shares; 2025Q3: 1,904 shares 1,904 $738K 0.06% +12 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,959 shares; 2024Q4: 15 shares; 2025Q1: 15,717 shares; 2025Q2: 1,739 shares; 2025Q3: 1,614 shares 1,614 $738K 0.06% -125 Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,060 shares; 2024Q4: 62 shares; 2025Q1: 82,848 shares; 2025Q2: 98,197 shares; 2025Q3: 98,197 shares 98,197 $732K 0.06% 0 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: 5,086 shares; 2024Q4: 3 shares; 2025Q1: 3,973 shares; 2025Q2: 4,011 shares; 2025Q3: 4,267 shares 4,267 $729K 0.06% +256 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 5 shares; 2025Q1: 5,696 shares; 2025Q2: 5,682 shares; 2025Q3: 5,620 shares 5,620 $729K 0.06% -62 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 2 shares; 2025Q1: 1,854 shares; 2025Q2: 1,624 shares; 2025Q3: 1,571 shares 1,571 $729K 0.06% -53 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: not reported; 2025Q1: 194 shares; 2025Q2: 2,183 shares; 2025Q3: 3,583 shares 3,583 $728K 0.06% +1,400 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: 10,706 shares; 2024Q4: 8 shares; 2025Q1: 8,928 shares; 2025Q2: 8,442 shares; 2025Q3: 6,469 shares 6,469 $728K 0.06% -1,973 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,507 shares; 2024Q4: 8 shares; 2025Q1: 8,693 shares; 2025Q2: 3,180 shares; 2025Q3: 3,122 shares 3,122 $728K 0.06% -58 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 2,073 shares; 2025Q3: 2,387 shares 2,387 $728K 0.06% +314 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5 shares; 2025Q1: 4,690 shares; 2025Q2: 4,710 shares; 2025Q3: 4,722 shares 4,722 $720K 0.06% +12 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 7 shares; 2025Q1: 7,449 shares; 2025Q2: 15,896 shares; 2025Q3: 15,976 shares 15,976 $718K 0.06% +80 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 17 shares; 2025Q1: 38,325 shares; 2025Q2: 38,325 shares; 2025Q3: 38,325 shares 38,325 $712K 0.05% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,035 shares; 2024Q4: 33 shares; 2025Q1: 37,916 shares; 2025Q2: 16,136 shares; 2025Q3: 15,574 shares 15,574 $712K 0.05% -562 Timeline SWGAY SWATCH GROUP AG UNSPON ADR (SW More: the full row for SWATCH GROUP AG UNSPON ADR (SW Quarterly shares; 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: 67,110 shares; 2025Q3: 75,512 shares 75,512 $709K 0.05% +8,402 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 3,615 shares; 2025Q3: 3,703 shares 3,703 $705K 0.05% +88 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,906 shares; 2024Q4: 24 shares; 2025Q1: 21,543 shares; 2025Q2: 20,493 shares; 2025Q3: 16,838 shares 16,838 $704K 0.05% -3,655 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 13 shares; 2025Q1: 13,291 shares; 2025Q2: 13,518 shares; 2025Q3: 13,436 shares 13,436 $703K 0.05% -82 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 5 shares; 2025Q1: 5,772 shares; 2025Q2: 5,270 shares; 2025Q3: 4,321 shares 4,321 $700K 0.05% -949 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 1 shares; 2025Q1: 1,423 shares; 2025Q2: 1,425 shares; 2025Q3: 1,418 shares 1,418 $697K 0.05% -7 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5 shares; 2025Q1: 5,195 shares; 2025Q2: 5,365 shares; 2025Q3: 5,265 shares 5,265 $696K 0.05% -100 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 2 shares; 2025Q1: 2,811 shares; 2025Q2: 2,905 shares; 2025Q3: 19,539 shares 19,539 $692K 0.05% +16,634 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7 shares; 2025Q1: 7,008 shares; 2025Q2: 8,019 shares; 2025Q3: 9,109 shares 9,109 $687K 0.05% +1,090 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,909 shares; 2024Q4: 22 shares; 2025Q1: 24,291 shares; 2025Q2: 24,233 shares; 2025Q3: 24,054 shares 24,054 $683K 0.05% -179 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,949 shares; 2024Q4: 7 shares; 2025Q1: 7,508 shares; 2025Q2: 7,633 shares; 2025Q3: 7,682 shares 7,682 $682K 0.05% +49 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1 shares; 2025Q1: 1,115 shares; 2025Q2: 1,387 shares; 2025Q3: 1,728 shares 1,728 $671K 0.05% +341 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 9 shares; 2025Q1: 9,988 shares; 2025Q2: 9,801 shares; 2025Q3: 9,376 shares 9,376 $671K 0.05% -425 Timeline HKHHY HEINEKEN HOLDING NV SPONSORED More: the full row for HEINEKEN HOLDING NV SPONSORED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,643 shares; 2025Q3: 19,548 shares 19,548 $670K 0.05% -95 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,404 shares; 2024Q4: 19 shares; 2025Q1: 20,640 shares; 2025Q2: 20,489 shares; 2025Q3: 20,088 shares 20,088 $668K 0.05% -401 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,179 shares; 2024Q4: 55 shares; 2025Q1: 55,507 shares; 2025Q2: 53,475 shares; 2025Q3: 54,125 shares 54,125 $665K 0.05% +650 Timeline Rolls-Royce Holdin Ordf Rolls-Royce Holdin Ordf More: the full row for Rolls-Royce Holdin Ordf Quarterly shares; 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: 41,451 shares; 2025Q3: 41,451 shares 41,451 $664K 0.05% 0 SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1 shares; 2025Q1: 1,840 shares; 2025Q2: 2,099 shares; 2025Q3: 2,032 shares 2,032 $663K 0.05% -67 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 7 shares; 2025Q1: 7,586 shares; 2025Q2: 7,414 shares; 2025Q3: 7,399 shares 7,399 $661K 0.05% -15 Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,010 shares; 2024Q4: 15 shares; 2025Q1: 17,110 shares; 2025Q2: 17,110 shares; 2025Q3: 17,110 shares 17,110 $660K 0.05% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22,037 shares; 2025Q2: 19,387 shares; 2025Q3: 19,237 shares 19,237 $659K 0.05% -150 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: 2,366 shares; 2024Q4: 2 shares; 2025Q1: 2,506 shares; 2025Q2: 2,741 shares; 2025Q3: 1,359 shares 1,359 $659K 0.05% -1,382 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 1 shares; 2025Q1: 1,502 shares; 2025Q2: 1,804 shares; 2025Q3: 3,425 shares 3,425 $659K 0.05% +1,621 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,845 shares; 2024Q4: 10 shares; 2025Q1: 9,884 shares; 2025Q2: 9,884 shares; 2025Q3: 9,925 shares 9,925 $655K 0.05% +41 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 10 shares; 2025Q1: 10,133 shares; 2025Q2: 6,083 shares; 2025Q3: 5,437 shares 5,437 $654K 0.05% -646 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,037 shares; 2024Q4: 53 shares; 2025Q1: 53,087 shares; 2025Q2: 50,587 shares; 2025Q3: 51,028 shares 51,028 $653K 0.05% +441 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,706 shares; 2024Q4: 16 shares; 2025Q1: 16,434 shares; 2025Q2: 16,431 shares; 2025Q3: 15,695 shares 15,695 $649K 0.05% -736 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1 shares; 2025Q1: 1,594 shares; 2025Q2: 2,337 shares; 2025Q3: 2,364 shares 2,364 $647K 0.05% +27 Timeline VSEC VSE CORP More: the full row for VSE 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: 3,961 shares; 2025Q3: 3,889 shares 3,889 $647K 0.05% -72 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,701 shares; 2025Q3: 5,996 shares 5,996 $646K 0.05% +295 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1 shares; 2025Q1: 12,755 shares; 2025Q2: 13,013 shares; 2025Q3: 14,507 shares 14,507 $641K 0.05% +1,494 Timeline RECKITT BENCKISER-SPON AD RECKITT BENCKISER-SPON AD More: the full row for RECKITT BENCKISER-SPON AD Quarterly shares; 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: 42,298 shares; 2025Q3: 41,647 shares 41,647 $641K 0.05% -651 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: 40,054 shares; 2024Q4: 44 shares; 2025Q1: 46,813 shares; 2025Q2: 57,895 shares; 2025Q3: 16,857 shares 16,857 $641K 0.05% -41,038 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 13 shares; 2025Q1: 23,073 shares; 2025Q2: 20,379 shares; 2025Q3: 22,666 shares 22,666 $641K 0.05% +2,287 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 15 shares; 2025Q1: 12,749 shares; 2025Q2: 11,293 shares; 2025Q3: 10,631 shares 10,631 $639K 0.05% -662 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 6 shares; 2025Q1: 6,526 shares; 2025Q2: 6,522 shares; 2025Q3: 6,469 shares 6,469 $638K 0.05% -53 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 11 shares; 2025Q1: 12,468 shares; 2025Q2: 12,485 shares; 2025Q3: 12,560 shares 12,560 $638K 0.05% +75 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 2,486 shares; 2025Q2: 2,573 shares; 2025Q3: 1,971 shares 1,971 $638K 0.05% -602 Timeline 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: 2,793 shares; 2024Q4: 3 shares; 2025Q1: 3,095 shares; 2025Q2: 7,298 shares; 2025Q3: 6,698 shares 6,698 $637K 0.05% -600 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,871 shares; 2024Q4: 8 shares; 2025Q1: 9,901 shares; 2025Q2: 10,125 shares; 2025Q3: 11,389 shares 11,389 $636K 0.05% +1,264 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 9 shares; 2025Q1: 11,484 shares; 2025Q2: 12,198 shares; 2025Q3: 9,914 shares 9,914 $636K 0.05% -2,284 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,704 shares; 2024Q4: 15 shares; 2025Q1: 11,885 shares; 2025Q2: 10,781 shares; 2025Q3: 10,495 shares 10,495 $634K 0.05% -286 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 6,108 shares; 2025Q3: 9,058 shares 9,058 $634K 0.05% +2,950 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2 shares; 2025Q1: 2,129 shares; 2025Q2: 2,080 shares; 2025Q3: 1,904 shares 1,904 $633K 0.05% -176 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,625 shares; 2024Q4: 11 shares; 2025Q1: 11,065 shares; 2025Q2: 10,916 shares; 2025Q3: 10,916 shares 10,916 $627K 0.05% 0 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: 11,659 shares; 2024Q4: 11 shares; 2025Q1: 13,637 shares; 2025Q2: 12,813 shares; 2025Q3: 12,415 shares 12,415 $626K 0.05% -398 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2 shares; 2025Q1: 2,586 shares; 2025Q2: 2,614 shares; 2025Q3: 2,912 shares 2,912 $625K 0.05% +298 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,505 shares; 2024Q4: 14 shares; 2025Q1: 11,313 shares; 2025Q2: 10,603 shares; 2025Q3: 10,502 shares 10,502 $624K 0.05% -101 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: not reported; 2025Q1: 678 shares; 2025Q2: 7,974 shares; 2025Q3: 6,806 shares 6,806 $622K 0.05% -1,168 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 8 shares; 2025Q1: 13,503 shares; 2025Q2: 10,913 shares; 2025Q3: 10,220 shares 10,220 $621K 0.05% -693 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: 11,072 shares; 2024Q4: 11 shares; 2025Q1: 10,924 shares; 2025Q2: 8,441 shares; 2025Q3: 9,257 shares 9,257 $621K 0.05% +816 Timeline UNTC UNIT CORP COM NEW More: the full row for UNIT CORP COM 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: 20,695 shares; 2025Q3: 20,695 shares 20,695 $621K 0.05% 0 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: 33,745 shares; 2024Q4: 22 shares; 2025Q1: 23,042 shares; 2025Q2: 22,705 shares; 2025Q3: 21,899 shares 21,899 $620K 0.05% -806 Timeline ALPMY Astellas Pharma Inc Unsponsore More: the full row for Astellas Pharma Inc Unsponsore Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,542 shares; 2025Q3: 57,055 shares 57,055 $618K 0.05% +12,513 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 23 shares; 2025Q1: 23,881 shares; 2025Q2: 23,962 shares; 2025Q3: 23,962 shares 23,962 $616K 0.05% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2 shares; 2025Q1: 2,958 shares; 2025Q2: 3,288 shares; 2025Q3: 3,476 shares 3,476 $615K 0.05% +188 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3 shares; 2025Q1: 2,806 shares; 2025Q2: 3,349 shares; 2025Q3: 3,436 shares 3,436 $614K 0.05% +87 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: not reported; 2025Q1: 1,074 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares 1,081 $613K 0.05% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 2 shares; 2025Q1: 1,218 shares; 2025Q2: 1,567 shares; 2025Q3: 2,284 shares 2,284 $610K 0.05% +717 Timeline WMMVY WALMART DE MEXICO-SPON ADR V More: the full row for WALMART DE MEXICO-SPON ADR V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,636 shares; 2025Q3: 19,620 shares 19,620 $606K 0.05% +3,984 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: not reported; 2025Q1: 848 shares; 2025Q2: 3,374 shares; 2025Q3: 3,281 shares 3,281 $605K 0.05% -93 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,645 shares; 2024Q4: 24 shares; 2025Q1: 24,390 shares; 2025Q2: 24,390 shares; 2025Q3: 25,225 shares 25,225 $604K 0.05% +835 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: 58,893 shares; 2024Q4: 58 shares; 2025Q1: 53,281 shares; 2025Q2: 51,159 shares; 2025Q3: 50,130 shares 50,130 $600K 0.05% -1,029 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: 10,069 shares; 2024Q4: 10 shares; 2025Q1: 11,989 shares; 2025Q2: 10,412 shares; 2025Q3: 10,414 shares 10,414 $599K 0.05% +2 Timeline CRRFY CARREFOUR S A (F) SPON ADR (FR More: the full row for CARREFOUR S A (F) SPON ADR (FR Quarterly shares; 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: 198,461 shares; 2025Q3: 197,202 shares 197,202 $598K 0.05% -1,259 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,202 shares; 2024Q4: 58 shares; 2025Q1: 64,849 shares; 2025Q2: 66,710 shares; 2025Q3: 66,296 shares 66,296 $596K 0.05% -414 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,611 shares; 2024Q4: 4 shares; 2025Q1: 4,966 shares; 2025Q2: 6,001 shares; 2025Q3: 6,526 shares 6,526 $592K 0.05% +525 Timeline FNOV 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: 8,432 shares; 2024Q4: 13 shares; 2025Q1: 12,789 shares; 2025Q2: 12,737 shares; 2025Q3: 11,085 shares 11,085 $586K 0.05% -1,652 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 5,914 shares 5,914 $585K 0.04% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 5 shares; 2025Q1: 5,503 shares; 2025Q2: 5,142 shares; 2025Q3: 6,528 shares 6,528 $585K 0.04% +1,386 Timeline LMBS 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: 17,270 shares; 2024Q4: 17 shares; 2025Q1: 15,947 shares; 2025Q2: 16,010 shares; 2025Q3: 11,711 shares 11,711 $583K 0.04% -4,299 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: 1,668 shares; 2024Q4: 1 shares; 2025Q1: 1,685 shares; 2025Q2: 1,701 shares; 2025Q3: 2,338 shares 2,338 $578K 0.04% +637 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: not reported; 2025Q1: 1,737 shares; 2025Q2: 1,723 shares; 2025Q3: 1,615 shares 1,615 $576K 0.04% -108 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,139 shares; 2024Q4: 20 shares; 2025Q1: 20,756 shares; 2025Q2: 20,610 shares; 2025Q3: 19,896 shares 19,896 $572K 0.04% -714 Timeline HENKY HENKEL AG AND CO KGAA SPONSORE More: the full row for HENKEL AG AND CO KGAA SPONSORE Quarterly shares; 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: 30,855 shares; 2025Q3: 30,828 shares 30,828 $572K 0.04% -27 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 2,118 shares; 2025Q3: 2,977 shares 2,977 $571K 0.04% +859 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: 2,183 shares; 2024Q4: 2 shares; 2025Q1: 2,324 shares; 2025Q2: 5,853 shares; 2025Q3: 10,532 shares 10,532 $570K 0.04% +4,679 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,181 shares; 2024Q4: 51 shares; 2025Q1: 57,448 shares; 2025Q2: 57,258 shares; 2025Q3: 57,034 shares 57,034 $568K 0.04% -224 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1 shares; 2025Q1: 1,126 shares; 2025Q2: 1,191 shares; 2025Q3: 1,396 shares 1,396 $564K 0.04% +205 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: 7,595 shares; 2024Q4: 6 shares; 2025Q1: 3,571 shares; 2025Q2: 3,452 shares; 2025Q3: 3,479 shares 3,479 $563K 0.04% +27 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 12 shares; 2025Q1: 13,353 shares; 2025Q2: 21,626 shares; 2025Q3: 20,616 shares 20,616 $562K 0.04% -1,010 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,142 shares; 2024Q4: 17 shares; 2025Q1: 16,686 shares; 2025Q2: 18,488 shares; 2025Q3: 13,629 shares 13,629 $559K 0.04% -4,859 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: 7,586 shares; 2024Q4: 8 shares; 2025Q1: 8,696 shares; 2025Q2: 8,756 shares; 2025Q3: 8,210 shares 8,210 $555K 0.04% -546 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1 shares; 2025Q1: 1,726 shares; 2025Q2: 1,724 shares; 2025Q3: 1,601 shares 1,601 $554K 0.04% -123 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: 1,438 shares; 2025Q3: 1,393 shares 1,393 $554K 0.04% -45 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 7,142 shares; 2025Q3: 8,257 shares 8,257 $552K 0.04% +1,115 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7 shares; 2025Q1: 12,782 shares; 2025Q2: 9,529 shares; 2025Q3: 16,053 shares 16,053 $552K 0.04% +6,524 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,868 shares; 2024Q4: 28 shares; 2025Q1: 14,285 shares; 2025Q2: 14,412 shares; 2025Q3: 12,401 shares 12,401 $551K 0.04% -2,011 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: not reported; 2025Q1: 1,263 shares; 2025Q2: 2,990 shares; 2025Q3: 2,214 shares 2,214 $544K 0.04% -776 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: 1,398 shares; 2024Q4: 1 shares; 2025Q1: 1,286 shares; 2025Q2: 1,387 shares; 2025Q3: 1,449 shares 1,449 $542K 0.04% +62 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 1 shares; 2025Q1: 3,527 shares; 2025Q2: 2,606 shares; 2025Q3: 2,853 shares 2,853 $542K 0.04% +247 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3 shares; 2025Q1: 3,214 shares; 2025Q2: 3,483 shares; 2025Q3: 3,133 shares 3,133 $541K 0.04% -350 Timeline PMSE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,349 shares 21,349 $539K 0.04% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2 shares; 2025Q1: 3,180 shares; 2025Q2: 3,363 shares; 2025Q3: 2,803 shares 2,803 $539K 0.04% -560 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,722 shares; 2024Q4: 10 shares; 2025Q1: 10,069 shares; 2025Q2: 10,075 shares; 2025Q3: 10,075 shares 10,075 $538K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 5 shares; 2025Q1: 5,739 shares; 2025Q2: 5,782 shares; 2025Q3: 5,652 shares 5,652 $535K 0.04% -130 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,773 shares; 2024Q4: 28 shares; 2025Q1: 22,963 shares; 2025Q2: 19,664 shares; 2025Q3: 12,332 shares 12,332 $534K 0.04% -7,332 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,748 shares; 2024Q4: 19 shares; 2025Q1: 25,648 shares; 2025Q2: 25,406 shares; 2025Q3: 25,366 shares 25,366 $533K 0.04% -40 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3 shares; 2025Q1: 4,204 shares; 2025Q2: 4,187 shares; 2025Q3: 4,162 shares 4,162 $529K 0.04% -25 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 6 shares; 2025Q1: 7,024 shares; 2025Q2: 7,025 shares; 2025Q3: 6,950 shares 6,950 $528K 0.04% -75 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5 shares; 2025Q1: 48,011 shares; 2025Q2: 56,562 shares; 2025Q3: 64,474 shares 64,474 $527K 0.04% +7,912 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: not reported; 2025Q1: 2,423 shares; 2025Q2: 2,383 shares; 2025Q3: 2,401 shares 2,401 $527K 0.04% +18 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 10 shares; 2025Q1: 11,618 shares; 2025Q2: 11,797 shares; 2025Q3: 4,107 shares 4,107 $527K 0.04% -7,690 Timeline SUTNY SUMITOMO MITSUI TRUST GROUP IN More: the full row for SUMITOMO MITSUI TRUST GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,799 shares; 2025Q3: 90,435 shares 90,435 $527K 0.04% -364 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,328 shares; 2024Q4: 13 shares; 2025Q1: 17,193 shares; 2025Q2: 17,146 shares; 2025Q3: 17,083 shares 17,083 $526K 0.04% -63 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2 shares; 2025Q1: 4,179 shares; 2025Q2: 5,575 shares; 2025Q3: 5,846 shares 5,846 $524K 0.04% +271 Timeline WLMIY Wilmar International Ltd Unspo More: the full row for Wilmar International Ltd Unspo Quarterly shares; 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: 21,329 shares; 2025Q3: 23,715 shares 23,715 $524K 0.04% +2,386 Timeline IQDG 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: 22,431 shares; 2024Q4: 22 shares; 2025Q1: 16,298 shares; 2025Q2: 15,192 shares; 2025Q3: 12,932 shares 12,932 $516K 0.04% -2,260 Timeline BNPQY BNP PARIBAS SPONS ADR More: the full row for BNP PARIBAS SPONS ADR Quarterly shares; 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: 13,832 shares; 2025Q3: 11,350 shares 11,350 $516K 0.04% -2,482 Timeline DHLGY DEUTSCHE POST AG SPONSORED ADR More: the full row for DEUTSCHE POST AG SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,560 shares; 2025Q3: 11,530 shares 11,530 $514K 0.04% -30 Timeline JSAIY J SAINSBURY PLC SPNS ADR NEW ( More: the full row for J SAINSBURY PLC SPNS ADR 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: 28,503 shares; 2025Q3: 28,345 shares 28,345 $510K 0.04% -158 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: 12,379 shares; 2024Q4: 9 shares; 2025Q1: 8,911 shares; 2025Q2: 9,926 shares; 2025Q3: 9,591 shares 9,591 $509K 0.04% -335 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 18 shares; 2025Q1: 17,273 shares; 2025Q2: 17,320 shares; 2025Q3: 17,123 shares 17,123 $508K 0.04% -197 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 3 shares; 2025Q1: 3,627 shares; 2025Q2: 2,507 shares; 2025Q3: 1,027 shares 1,027 $507K 0.04% -1,480 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5 shares; 2025Q1: 5,693 shares; 2025Q2: 5,725 shares; 2025Q3: 4,895 shares 4,895 $504K 0.04% -830 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3 shares; 2025Q1: 3,991 shares; 2025Q2: 3,975 shares; 2025Q3: 3,951 shares 3,951 $502K 0.04% -24 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 7 shares; 2025Q1: 8,290 shares; 2025Q2: 6,836 shares; 2025Q3: 6,081 shares 6,081 $501K 0.04% -755 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: not reported; 2025Q1: 632 shares; 2025Q2: 702 shares; 2025Q3: 820 shares 820 $500K 0.04% +118 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY 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: 2,303 shares; 2025Q3: 2,901 shares 2,901 $499K 0.04% +598 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,953 shares; 2024Q4: 20 shares; 2025Q1: 21,294 shares; 2025Q2: 12,068 shares; 2025Q3: 11,025 shares 11,025 $496K 0.04% -1,043 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 4 shares; 2025Q1: 5,652 shares; 2025Q2: 8,479 shares; 2025Q3: 8,619 shares 8,619 $496K 0.04% +140 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2 shares; 2025Q1: 2,144 shares; 2025Q2: 2,106 shares; 2025Q3: 2,102 shares 2,102 $494K 0.04% -4 Timeline