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: 1,601,598 shares; 2024Q4: 1,663,931 shares; 2025Q1: 1,724,275 shares; 2025Q2: 1,770,576 shares; 2025Q3: 1,735,378 shares 1,735,378 $96M 7.59% -35,198 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: 127,744 shares; 2024Q4: 130,474 shares; 2025Q1: 130,451 shares; 2025Q2: 131,523 shares; 2025Q3: 134,643 shares 134,643 $64.6M 5.1% +3,120 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: 725,390 shares; 2024Q4: 744,607 shares; 2025Q1: 774,389 shares; 2025Q2: 792,654 shares; 2025Q3: 811,947 shares 811,947 $53M 4.19% +19,293 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: 304,976 shares; 2024Q4: 310,935 shares; 2025Q1: 306,106 shares; 2025Q2: 305,034 shares; 2025Q3: 307,603 shares 307,603 $36.6M 2.89% +2,569 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: 473,133 shares; 2024Q4: 492,195 shares; 2025Q1: 506,912 shares; 2025Q2: 528,628 shares; 2025Q3: 540,664 shares 540,664 $35.6M 2.82% +12,036 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,443 shares; 2024Q4: 130,030 shares; 2025Q1: 139,120 shares; 2025Q2: 138,694 shares; 2025Q3: 138,396 shares 138,396 $35.2M 2.78% -298 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: 1,425,060 shares; 2024Q4: 1,482,254 shares; 2025Q1: 1,525,910 shares; 2025Q2: 1,690,797 shares; 2025Q3: 1,757,223 shares 1,757,223 $32.1M 2.53% +66,426 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861,349 shares; 2025Q3: 871,349 shares 871,349 $31.8M 2.51% +10,000 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: 44,223 shares; 2024Q4: 57,092 shares; 2025Q1: 70,313 shares; 2025Q2: 450,808 shares; 2025Q3: 459,402 shares 459,402 $26.4M 2.09% +8,594 Timeline IYF 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: 188,646 shares; 2024Q4: 193,219 shares; 2025Q1: 195,534 shares; 2025Q2: 197,514 shares; 2025Q3: 199,812 shares 199,812 $25.3M 2% +2,298 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,431 shares; 2024Q4: 340,888 shares; 2025Q1: 215,237 shares; 2025Q2: 230,463 shares; 2025Q3: 347,963 shares 347,963 $22.6M 1.79% +117,500 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,319 shares; 2024Q4: 289,240 shares; 2025Q1: 329,315 shares; 2025Q2: 350,182 shares; 2025Q3: 379,622 shares 379,622 $18.1M 1.43% +29,440 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: 49,371 shares; 2024Q4: 54,094 shares; 2025Q1: 54,811 shares; 2025Q2: 55,353 shares; 2025Q3: 55,852 shares 55,852 $17.6M 1.39% +499 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,274 shares; 2024Q4: 23,431 shares; 2025Q1: 23,526 shares; 2025Q2: 24,570 shares; 2025Q3: 25,076 shares 25,076 $16.7M 1.32% +506 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: 29,667 shares; 2024Q4: 29,987 shares; 2025Q1: 29,875 shares; 2025Q2: 31,076 shares; 2025Q3: 31,662 shares 31,662 $16.4M 1.3% +586 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: 64,034 shares; 2024Q4: 70,515 shares; 2025Q1: 68,963 shares; 2025Q2: 70,522 shares; 2025Q3: 73,005 shares 73,005 $16M 1.27% +2,483 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: 142,713 shares; 2024Q4: 144,408 shares; 2025Q1: 148,053 shares; 2025Q2: 152,311 shares; 2025Q3: 152,555 shares 152,555 $15.9M 1.26% +244 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 172,152 shares; 2025Q2: 175,192 shares; 2025Q3: 249,202 shares 249,202 $15.5M 1.23% +74,010 Timeline IYR 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: 129,329 shares; 2024Q4: 136,944 shares; 2025Q1: 144,650 shares; 2025Q2: 151,239 shares; 2025Q3: 157,280 shares 157,280 $15.3M 1.21% +6,041 Timeline JPIE 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: 284,521 shares; 2024Q4: 299,392 shares; 2025Q1: 306,208 shares; 2025Q2: 320,004 shares; 2025Q3: 328,605 shares 328,605 $15.3M 1.21% +8,601 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: 576,285 shares; 2024Q4: 573,910 shares; 2025Q1: 581,397 shares; 2025Q2: 262,839 shares; 2025Q3: 263,284 shares 263,284 $15M 1.19% +445 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,192 shares; 2024Q4: 351,920 shares; 2025Q1: 357,320 shares; 2025Q2: 349,109 shares; 2025Q3: 258,002 shares 258,002 $13M 1.03% -91,107 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,124 shares; 2024Q4: 306,441 shares; 2025Q1: 316,749 shares; 2025Q2: 320,286 shares; 2025Q3: 322,449 shares 322,449 $12.9M 1.02% +2,163 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: 198,542 shares; 2024Q4: 203,507 shares; 2025Q1: 215,258 shares; 2025Q2: 216,086 shares; 2025Q3: 225,684 shares 225,684 $12.2M 0.97% +9,598 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: 9,094 shares; 2024Q4: 13,928 shares; 2025Q1: 15,243 shares; 2025Q2: 17,414 shares; 2025Q3: 17,754 shares 17,754 $10.9M 0.86% +340 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,316 shares; 2024Q4: 111,942 shares; 2025Q1: 116,701 shares; 2025Q2: 121,354 shares; 2025Q3: 126,392 shares 126,392 $10.1M 0.8% +5,038 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: 23,313 shares; 2024Q4: 22,640 shares; 2025Q1: 23,091 shares; 2025Q2: 22,408 shares; 2025Q3: 22,655 shares 22,655 $10.1M 0.8% +247 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,994 shares; 2024Q4: 86,750 shares; 2025Q1: 111,204 shares; 2025Q2: 229,373 shares; 2025Q3: 235,655 shares 235,655 $9.9M 0.78% +6,282 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: 32,443 shares; 2024Q4: 39,952 shares; 2025Q1: 39,128 shares; 2025Q2: 40,513 shares; 2025Q3: 40,094 shares 40,094 $9.75M 0.77% -419 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,721 shares; 2024Q4: 21,800 shares; 2025Q1: 21,779 shares; 2025Q2: 21,751 shares; 2025Q3: 22,005 shares 22,005 $9.58M 0.76% +254 Timeline EFAV 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: 105,604 shares; 2024Q4: 106,458 shares; 2025Q1: 107,684 shares; 2025Q2: 110,435 shares; 2025Q3: 111,308 shares 111,308 $9.44M 0.75% +873 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,933 shares; 2024Q4: 86,567 shares; 2025Q1: 91,560 shares; 2025Q2: 94,836 shares; 2025Q3: 104,076 shares 104,076 $9.27M 0.73% +9,240 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: 204,791 shares; 2024Q4: 213,020 shares; 2025Q1: 221,218 shares; 2025Q2: 197,955 shares; 2025Q3: 181,908 shares 181,908 $9.24M 0.73% -16,047 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: 166,653 shares; 2024Q4: 173,896 shares; 2025Q1: 187,075 shares; 2025Q2: 203,951 shares; 2025Q3: 229,669 shares 229,669 $9.1M 0.72% +25,718 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: 33,614 shares; 2024Q4: 37,262 shares; 2025Q1: 41,745 shares; 2025Q2: 45,347 shares; 2025Q3: 48,628 shares 48,628 $9.07M 0.72% +3,281 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: 10,816 shares; 2024Q4: 11,538 shares; 2025Q1: 12,463 shares; 2025Q2: 13,954 shares; 2025Q3: 14,302 shares 14,302 $8.59M 0.68% +348 Timeline FMNY 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: 161,830 shares; 2024Q4: 165,628 shares; 2025Q1: 167,409 shares; 2025Q2: 175,749 shares; 2025Q3: 320,049 shares 320,049 $8.48M 0.67% +144,300 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: 9,550 shares; 2024Q4: 9,904 shares; 2025Q1: 9,868 shares; 2025Q2: 10,661 shares; 2025Q3: 10,636 shares 10,636 $7.81M 0.62% -25 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,536 shares; 2024Q4: 141,216 shares; 2025Q1: 133,036 shares; 2025Q2: 140,880 shares; 2025Q3: 151,337 shares 151,337 $7.66M 0.61% +10,457 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,433 shares; 2024Q4: 155,915 shares; 2025Q1: 154,312 shares; 2025Q2: 155,596 shares; 2025Q3: 168,577 shares 168,577 $7.51M 0.59% +12,981 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 4,959 shares; 2025Q1: 5,326 shares; 2025Q2: 7,710 shares; 2025Q3: 9,546 shares 9,546 $7.13M 0.56% +1,836 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 195,745 shares; 2025Q3: 195,745 shares 195,745 $7.12M 0.56% 0 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: 32,041 shares; 2024Q4: 32,846 shares; 2025Q1: 38,134 shares; 2025Q2: 36,292 shares; 2025Q3: 37,332 shares 37,332 $7.08M 0.56% +1,040 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,507 shares; 2024Q4: 31,857 shares; 2025Q1: 31,564 shares; 2025Q2: 31,039 shares; 2025Q3: 28,594 shares 28,594 $6.96M 0.55% -2,445 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: 12,544 shares; 2024Q4: 12,512 shares; 2025Q1: 12,734 shares; 2025Q2: 13,250 shares; 2025Q3: 13,227 shares 13,227 $6.65M 0.53% -23 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,092 shares 258,092 $6.53M 0.52% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: 30,091 shares; 2025Q1: 35,033 shares; 2025Q2: 38,237 shares; 2025Q3: 42,102 shares 42,102 $6.49M 0.51% +3,865 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: 18,202 shares; 2024Q4: 18,436 shares; 2025Q1: 17,044 shares; 2025Q2: 18,263 shares; 2025Q3: 19,172 shares 19,172 $6.33M 0.5% +909 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: 7,842 shares; 2024Q4: 8,616 shares; 2025Q1: 8,530 shares; 2025Q2: 9,414 shares; 2025Q3: 9,402 shares 9,402 $6.29M 0.5% -12 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,576 shares; 2024Q4: 127,427 shares; 2025Q1: 130,308 shares; 2025Q2: 152,926 shares; 2025Q3: 183,598 shares 183,598 $5.86M 0.46% +30,672 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: 55,842 shares; 2024Q4: 56,446 shares; 2025Q1: 55,551 shares; 2025Q2: 50,914 shares; 2025Q3: 50,781 shares 50,781 $5.73M 0.45% -133 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,945 shares; 2024Q4: 6,341 shares; 2025Q1: 6,343 shares; 2025Q2: 6,416 shares; 2025Q3: 8,140 shares 8,140 $5.68M 0.45% +1,724 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: 62,037 shares; 2024Q4: 64,060 shares; 2025Q1: 58,797 shares; 2025Q2: 58,452 shares; 2025Q3: 63,482 shares 63,482 $5.67M 0.45% +5,030 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: 15,377 shares; 2024Q4: 15,740 shares; 2025Q1: 15,522 shares; 2025Q2: 15,801 shares; 2025Q3: 15,855 shares 15,855 $5.41M 0.43% +54 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,344 shares; 2024Q4: 64,749 shares; 2025Q1: 65,241 shares; 2025Q2: 65,723 shares; 2025Q3: 65,974 shares 65,974 $5.24M 0.41% +251 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: 10,919 shares; 2024Q4: 22,220 shares; 2025Q1: 22,948 shares; 2025Q2: 24,191 shares; 2025Q3: 25,703 shares 25,703 $5.23M 0.41% +1,512 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,161 shares; 2024Q4: 85,680 shares; 2025Q1: 101,334 shares; 2025Q2: 113,674 shares; 2025Q3: 115,958 shares 115,958 $5.09M 0.4% +2,284 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: 5,814 shares; 2024Q4: 6,028 shares; 2025Q1: 6,131 shares; 2025Q2: 6,385 shares; 2025Q3: 6,629 shares 6,629 $5.06M 0.4% +244 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,766 shares 62,766 $5.01M 0.4% new 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: 35,836 shares; 2024Q4: 36,863 shares; 2025Q1: 38,555 shares; 2025Q2: 36,374 shares; 2025Q3: 35,557 shares 35,557 $4.95M 0.39% -817 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: 27,066 shares; 2024Q4: 27,981 shares; 2025Q1: 26,884 shares; 2025Q2: 26,671 shares; 2025Q3: 26,995 shares 26,995 $4.92M 0.39% +324 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: 140,357 shares; 2024Q4: 100,450 shares; 2025Q1: 84,554 shares; 2025Q2: 89,631 shares; 2025Q3: 96,865 shares 96,865 $4.87M 0.38% +7,234 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,416 shares; 2024Q4: 14,768 shares; 2025Q1: 16,925 shares; 2025Q2: 22,488 shares; 2025Q3: 22,940 shares 22,940 $4.74M 0.37% +452 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: 15,051 shares; 2024Q4: 16,639 shares; 2025Q1: 14,560 shares; 2025Q2: 14,782 shares; 2025Q3: 16,325 shares 16,325 $4.6M 0.36% +1,543 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: 18,571 shares; 2024Q4: 19,341 shares; 2025Q1: 18,801 shares; 2025Q2: 17,675 shares; 2025Q3: 17,031 shares 17,031 $4.33M 0.34% -644 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,409 shares; 2024Q4: 34,373 shares; 2025Q1: 35,587 shares; 2025Q2: 34,760 shares; 2025Q3: 34,617 shares 34,617 $4.18M 0.33% -143 Timeline FMB 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: 101,700 shares; 2024Q4: 99,758 shares; 2025Q1: 94,619 shares; 2025Q2: 94,433 shares; 2025Q3: 81,722 shares 81,722 $4.14M 0.33% -12,711 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: 93,707 shares; 2024Q4: 76,483 shares; 2025Q1: 51,451 shares; 2025Q2: 36,540 shares; 2025Q3: 21,402 shares 21,402 $3.97M 0.31% -15,138 Timeline JSI 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: 36,150 shares; 2024Q4: 55,611 shares; 2025Q1: 53,864 shares; 2025Q2: 60,266 shares; 2025Q3: 74,544 shares 74,544 $3.9M 0.31% +14,278 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: 21,004 shares; 2024Q4: 20,927 shares; 2025Q1: 21,329 shares; 2025Q2: 21,135 shares; 2025Q3: 20,505 shares 20,505 $3.82M 0.3% -630 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: 18,425 shares; 2024Q4: 19,192 shares; 2025Q1: 20,179 shares; 2025Q2: 20,797 shares; 2025Q3: 21,189 shares 21,189 $3.62M 0.29% +392 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,871 shares; 2024Q4: 25,141 shares; 2025Q1: 29,589 shares; 2025Q2: 29,412 shares; 2025Q3: 30,114 shares 30,114 $3.6M 0.28% +702 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: 5,141 shares; 2024Q4: 36,679 shares; 2025Q1: 34,041 shares; 2025Q2: 34,554 shares; 2025Q3: 42,817 shares 42,817 $3.55M 0.28% +8,263 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: 20,394 shares; 2024Q4: 19,726 shares; 2025Q1: 19,765 shares; 2025Q2: 21,720 shares; 2025Q3: 17,338 shares 17,338 $3.53M 0.28% -4,382 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: 42,416 shares; 2024Q4: 57,920 shares; 2025Q1: 57,544 shares; 2025Q2: 49,449 shares; 2025Q3: 63,681 shares 63,681 $3.43M 0.27% +14,232 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: 11,640 shares; 2024Q4: 11,631 shares; 2025Q1: 11,446 shares; 2025Q2: 11,960 shares; 2025Q3: 11,374 shares 11,374 $3.34M 0.26% -586 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132,044 shares 132,044 $3.3M 0.26% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,799 shares; 2025Q1: 3,943 shares; 2025Q2: 4,156 shares; 2025Q3: 4,137 shares 4,137 $3.29M 0.26% -19 Timeline NYF 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: 20,256 shares; 2024Q4: 24,322 shares; 2025Q1: 24,360 shares; 2025Q2: 33,128 shares; 2025Q3: 60,720 shares 60,720 $3.24M 0.26% +27,592 Timeline SOXX 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: 12,899 shares; 2024Q4: 13,287 shares; 2025Q1: 11,828 shares; 2025Q2: 11,800 shares; 2025Q3: 11,823 shares 11,823 $3.21M 0.25% +23 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: 22,759 shares; 2025Q1: 22,760 shares; 2025Q2: 22,762 shares; 2025Q3: 22,838 shares 22,838 $3.06M 0.24% +76 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: 5,157 shares; 2024Q4: 4,894 shares; 2025Q1: 6,169 shares; 2025Q2: 6,260 shares; 2025Q3: 6,462 shares 6,462 $3.03M 0.24% +202 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: 1,894 shares; 2024Q4: 1,900 shares; 2025Q1: 1,866 shares; 2025Q2: 2,381 shares; 2025Q3: 2,424 shares 2,424 $2.91M 0.23% +43 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,352 shares; 2025Q1: 7,780 shares; 2025Q2: 7,986 shares; 2025Q3: 8,147 shares 8,147 $2.9M 0.23% +161 Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,788 shares 93,788 $2.9M 0.23% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,570 shares; 2024Q4: 195,408 shares; 2025Q1: 220,215 shares; 2025Q2: 219,341 shares; 2025Q3: 232,250 shares 232,250 $2.87M 0.23% +12,909 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: 3,397 shares; 2024Q4: 5,703 shares; 2025Q1: 5,771 shares; 2025Q2: 5,961 shares; 2025Q3: 5,863 shares 5,863 $2.84M 0.22% -98 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: 21,963 shares; 2024Q4: 21,278 shares; 2025Q1: 21,752 shares; 2025Q2: 17,530 shares; 2025Q3: 18,142 shares 18,142 $2.82M 0.22% +612 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: 9,734 shares; 2024Q4: 10,200 shares; 2025Q1: 10,436 shares; 2025Q2: 12,041 shares; 2025Q3: 12,891 shares 12,891 $2.78M 0.22% +850 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: 35,179 shares; 2024Q4: 35,728 shares; 2025Q1: 36,981 shares; 2025Q2: 41,559 shares; 2025Q3: 45,532 shares 45,532 $2.73M 0.22% +3,973 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: 4,939 shares; 2024Q4: 5,017 shares; 2025Q1: 5,115 shares; 2025Q2: 5,415 shares; 2025Q3: 5,430 shares 5,430 $2.71M 0.21% +15 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: 5,997 shares; 2024Q4: 6,846 shares; 2025Q1: 6,718 shares; 2025Q2: 6,788 shares; 2025Q3: 6,605 shares 6,605 $2.68M 0.21% -183 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 9,158 shares; 2025Q1: 9,168 shares; 2025Q2: 9,119 shares; 2025Q3: 9,108 shares 9,108 $2.68M 0.21% -11 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: 20,533 shares; 2024Q4: 24,639 shares; 2025Q1: 28,854 shares; 2025Q2: 29,683 shares; 2025Q3: 30,636 shares 30,636 $2.67M 0.21% +953 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: 21,079 shares; 2024Q4: 27,767 shares; 2025Q1: 37,794 shares; 2025Q2: 51,678 shares; 2025Q3: 55,910 shares 55,910 $2.66M 0.21% +4,232 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: 20,051 shares; 2024Q4: 20,796 shares; 2025Q1: 21,301 shares; 2025Q2: 22,388 shares; 2025Q3: 22,771 shares 22,771 $2.61M 0.21% +383 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: 19,310 shares; 2024Q4: 20,039 shares; 2025Q1: 20,302 shares; 2025Q2: 19,776 shares; 2025Q3: 25,006 shares 25,006 $2.58M 0.2% +5,230 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: 6,201 shares; 2024Q4: 7,107 shares; 2025Q1: 6,082 shares; 2025Q2: 5,738 shares; 2025Q3: 9,816 shares 9,816 $2.52M 0.2% +4,078 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: 24,393 shares; 2024Q4: 27,901 shares; 2025Q1: 33,010 shares; 2025Q2: 34,131 shares; 2025Q3: 31,589 shares 31,589 $2.48M 0.2% -2,542 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,678 shares; 2024Q4: 11,226 shares; 2025Q1: 16,455 shares; 2025Q2: 23,260 shares; 2025Q3: 20,016 shares 20,016 $2.37M 0.19% -3,244 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,911 shares; 2024Q4: 11,815 shares; 2025Q1: 10,820 shares; 2025Q2: 8,341 shares; 2025Q3: 9,840 shares 9,840 $2.36M 0.19% +1,499 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: 2,280 shares; 2024Q4: 2,584 shares; 2025Q1: 2,917 shares; 2025Q2: 3,123 shares; 2025Q3: 3,256 shares 3,256 $2.34M 0.18% +133 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: 7,101 shares; 2024Q4: 7,207 shares; 2025Q1: 7,189 shares; 2025Q2: 8,113 shares; 2025Q3: 8,148 shares 8,148 $2.29M 0.18% +35 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: 15,770 shares; 2024Q4: 15,864 shares; 2025Q1: 15,767 shares; 2025Q2: 15,866 shares; 2025Q3: 15,842 shares 15,842 $2.25M 0.18% -24 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 22,576 shares; 2025Q1: 21,905 shares; 2025Q2: 20,552 shares; 2025Q3: 20,164 shares 20,164 $2.19M 0.17% -388 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: 8,888 shares; 2024Q4: 8,936 shares; 2025Q1: 9,155 shares; 2025Q2: 10,000 shares; 2025Q3: 10,330 shares 10,330 $2.17M 0.17% +330 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: 12,342 shares; 2024Q4: 9,986 shares; 2025Q1: 11,352 shares; 2025Q2: 13,142 shares; 2025Q3: 28,008 shares 28,008 $2.14M 0.17% +14,866 Timeline FCAL 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: 30,285 shares; 2024Q4: 31,286 shares; 2025Q1: 31,892 shares; 2025Q2: 40,752 shares; 2025Q3: 43,049 shares 43,049 $2.1M 0.17% +2,297 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: 11,845 shares; 2024Q4: 12,029 shares; 2025Q1: 11,877 shares; 2025Q2: 11,458 shares; 2025Q3: 10,593 shares 10,593 $2.07M 0.16% -865 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: 5,013 shares; 2024Q4: 4,973 shares; 2025Q1: 5,046 shares; 2025Q2: 4,749 shares; 2025Q3: 5,871 shares 5,871 $2.03M 0.16% +1,122 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: 5,810 shares; 2024Q4: 5,806 shares; 2025Q1: 5,860 shares; 2025Q2: 6,017 shares; 2025Q3: 6,026 shares 6,026 $1.98M 0.16% +9 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,612 shares; 2024Q4: 13,868 shares; 2025Q1: 12,923 shares; 2025Q2: 9,723 shares; 2025Q3: 9,390 shares 9,390 $1.96M 0.15% -333 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,060 shares; 2025Q2: 27,541 shares; 2025Q3: 38,266 shares 38,266 $1.94M 0.15% +10,725 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,666 shares; 2024Q4: 26,168 shares; 2025Q1: 23,407 shares; 2025Q2: 26,890 shares; 2025Q3: 21,758 shares 21,758 $1.9M 0.15% -5,132 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: 42,779 shares; 2024Q4: 50,837 shares; 2025Q1: 51,663 shares; 2025Q2: 53,564 shares; 2025Q3: 60,394 shares 60,394 $1.89M 0.15% +6,830 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: 9,538 shares; 2024Q4: 8,806 shares; 2025Q1: 9,177 shares; 2025Q2: 9,257 shares; 2025Q3: 10,524 shares 10,524 $1.88M 0.15% +1,267 Timeline WELLS FARGO & CO 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: 1,493 shares; 2024Q4: 1,381 shares; 2025Q1: 1,409 shares; 2025Q2: 1,366 shares; 2025Q3: 1,512 shares 1,512 $1.87M 0.15% +146 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: 11,439 shares; 2024Q4: 12,971 shares; 2025Q1: 11,811 shares; 2025Q2: 11,415 shares; 2025Q3: 11,508 shares 11,508 $1.83M 0.14% +93 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: 15,243 shares; 2024Q4: 14,429 shares; 2025Q1: 14,465 shares; 2025Q2: 14,566 shares; 2025Q3: 12,985 shares 12,985 $1.82M 0.14% -1,581 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,288 shares; 2024Q4: 63,729 shares; 2025Q1: 67,431 shares; 2025Q2: 74,190 shares; 2025Q3: 79,393 shares 79,393 $1.8M 0.14% +5,203 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: 28,714 shares; 2024Q4: 28,073 shares; 2025Q1: 30,076 shares; 2025Q2: 30,933 shares; 2025Q3: 32,114 shares 32,114 $1.71M 0.14% +1,181 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 3,137 shares; 2025Q1: 3,783 shares; 2025Q2: 4,803 shares; 2025Q3: 5,215 shares 5,215 $1.7M 0.13% +412 Timeline KBWB 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: 12,292 shares; 2024Q4: 15,041 shares; 2025Q1: 17,778 shares; 2025Q2: 20,428 shares; 2025Q3: 21,495 shares 21,495 $1.68M 0.13% +1,067 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 25,032 shares; 2025Q1: 25,380 shares; 2025Q2: 25,373 shares; 2025Q3: 25,485 shares 25,485 $1.65M 0.13% +112 Timeline BANK OF AMER CORP 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: 1,378 shares; 2024Q4: 1,213 shares; 2025Q1: 1,361 shares; 2025Q2: 1,270 shares; 2025Q3: 1,280 shares 1,280 $1.64M 0.13% +10 VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,506 shares; 2024Q4: 12,443 shares; 2025Q1: 12,458 shares; 2025Q2: 12,484 shares; 2025Q3: 12,441 shares 12,441 $1.63M 0.13% -43 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 5,353 shares; 2025Q1: 5,365 shares; 2025Q2: 5,260 shares; 2025Q3: 5,325 shares 5,325 $1.62M 0.13% +65 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,652 shares; 2025Q1: 3,392 shares; 2025Q2: 3,363 shares; 2025Q3: 3,391 shares 3,391 $1.62M 0.13% +28 Timeline RAAX 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: 36,124 shares; 2024Q4: 36,663 shares; 2025Q1: 39,578 shares; 2025Q2: 44,340 shares; 2025Q3: 46,352 shares 46,352 $1.6M 0.13% +2,012 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: 8,978 shares; 2024Q4: 6,477 shares; 2025Q1: 6,581 shares; 2025Q2: 6,622 shares; 2025Q3: 6,892 shares 6,892 $1.6M 0.13% +270 Timeline USXF 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: 20,485 shares; 2024Q4: 27,392 shares; 2025Q1: 27,940 shares; 2025Q2: 27,756 shares; 2025Q3: 27,775 shares 27,775 $1.59M 0.13% +19 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: 9,413 shares; 2024Q4: 10,217 shares; 2025Q1: 10,195 shares; 2025Q2: 9,293 shares; 2025Q3: 9,479 shares 9,479 $1.59M 0.13% +186 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: 3,714 shares; 2024Q4: 4,806 shares; 2025Q1: 10,075 shares; 2025Q2: 17,904 shares; 2025Q3: 20,798 shares 20,798 $1.58M 0.12% +2,894 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,640 shares; 2024Q4: 22,996 shares; 2025Q1: 21,381 shares; 2025Q2: 17,800 shares; 2025Q3: 7,955 shares 7,955 $1.55M 0.12% -9,845 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: 4,547 shares; 2024Q4: 4,398 shares; 2025Q1: 4,651 shares; 2025Q2: 4,549 shares; 2025Q3: 4,598 shares 4,598 $1.53M 0.12% +49 Timeline IEUR 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: 14,277 shares; 2024Q4: 12,572 shares; 2025Q1: 20,628 shares; 2025Q2: 19,123 shares; 2025Q3: 22,208 shares 22,208 $1.51M 0.12% +3,085 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,316 shares; 2024Q4: 89,957 shares; 2025Q1: 72,772 shares; 2025Q2: 63,718 shares; 2025Q3: 55,205 shares 55,205 $1.49M 0.12% -8,513 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: 1,253 shares; 2024Q4: 1,342 shares; 2025Q1: 1,438 shares; 2025Q2: 1,585 shares; 2025Q3: 1,602 shares 1,602 $1.48M 0.12% +17 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,357 shares; 2024Q4: 32,303 shares; 2025Q1: 32,143 shares; 2025Q2: 32,105 shares; 2025Q3: 32,131 shares 32,131 $1.42M 0.11% +26 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: 16,863 shares; 2024Q4: 21,878 shares; 2025Q1: 21,878 shares; 2025Q2: 21,957 shares; 2025Q3: 22,086 shares 22,086 $1.4M 0.11% +129 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: 5,407 shares; 2024Q4: 5,429 shares; 2025Q1: 5,468 shares; 2025Q2: 5,693 shares; 2025Q3: 5,840 shares 5,840 $1.38M 0.11% +147 Timeline JBBB 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: 23,513 shares; 2024Q4: 50,663 shares; 2025Q1: 28,164 shares; 2025Q2: 22,163 shares; 2025Q3: 28,410 shares 28,410 $1.37M 0.11% +6,247 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,532 shares 35,532 $1.35M 0.11% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,411 shares; 2024Q4: 18,916 shares; 2025Q1: 13,880 shares; 2025Q2: 31,541 shares; 2025Q3: 19,644 shares 19,644 $1.34M 0.11% -11,897 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: 8,394 shares; 2024Q4: 10,063 shares; 2025Q1: 10,213 shares; 2025Q2: 10,262 shares; 2025Q3: 9,188 shares 9,188 $1.29M 0.1% -1,074 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: 10,081 shares; 2024Q4: 10,864 shares; 2025Q1: 11,612 shares; 2025Q2: 10,381 shares; 2025Q3: 11,601 shares 11,601 $1.29M 0.1% +1,220 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: 16,742 shares; 2024Q4: 21,119 shares; 2025Q1: 21,241 shares; 2025Q2: 23,640 shares; 2025Q3: 24,768 shares 24,768 $1.28M 0.1% +1,128 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,957 shares; 2024Q4: 78,957 shares; 2025Q1: 78,957 shares; 2025Q2: 78,957 shares; 2025Q3: 78,967 shares 78,967 $1.26M 0.1% +10 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: 11,753 shares; 2024Q4: 12,865 shares; 2025Q1: 13,626 shares; 2025Q2: 13,808 shares; 2025Q3: 13,691 shares 13,691 $1.25M 0.1% -117 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 3,683 shares; 2025Q1: 3,628 shares; 2025Q2: 3,660 shares; 2025Q3: 3,880 shares 3,880 $1.25M 0.1% +220 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: 72,576 shares; 2024Q4: 73,876 shares; 2025Q1: 72,876 shares; 2025Q2: 64,071 shares; 2025Q3: 62,071 shares 62,071 $1.23M 0.1% -2,000 Timeline PGF 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: 78,822 shares; 2024Q4: 80,035 shares; 2025Q1: 81,246 shares; 2025Q2: 82,509 shares; 2025Q3: 83,803 shares 83,803 $1.23M 0.1% +1,294 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 15,921 shares; 2025Q1: 15,354 shares; 2025Q2: 15,561 shares; 2025Q3: 15,479 shares 15,479 $1.22M 0.1% -82 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,519 shares; 2024Q4: 33,059 shares; 2025Q1: 32,826 shares; 2025Q2: 31,762 shares; 2025Q3: 31,208 shares 31,208 $1.22M 0.1% -554 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,102 shares; 2024Q4: 15,180 shares; 2025Q1: 15,870 shares; 2025Q2: 16,510 shares; 2025Q3: 17,288 shares 17,288 $1.21M 0.1% +778 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: 11,048 shares; 2024Q4: 14,797 shares; 2025Q1: 13,993 shares; 2025Q2: 13,216 shares; 2025Q3: 12,668 shares 12,668 $1.21M 0.1% -548 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 705 shares; 2025Q1: 1,865 shares; 2025Q2: 2,308 shares; 2025Q3: 2,400 shares 2,400 $1.18M 0.09% +92 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,550 shares; 2025Q1: 7,372 shares; 2025Q2: 6,763 shares; 2025Q3: 7,172 shares 7,172 $1.16M 0.09% +409 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 6,919 shares; 2025Q3: 7,791 shares 7,791 $1.12M 0.09% +872 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: 4,220 shares; 2024Q4: 4,552 shares; 2025Q1: 4,670 shares; 2025Q2: 4,847 shares; 2025Q3: 4,930 shares 4,930 $1.09M 0.09% +83 Timeline SCZ 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: 14,275 shares; 2024Q4: 13,089 shares; 2025Q1: 13,455 shares; 2025Q2: 13,807 shares; 2025Q3: 13,965 shares 13,965 $1.07M 0.08% +158 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,961 shares; 2025Q1: 5,978 shares; 2025Q2: 6,098 shares; 2025Q3: 6,119 shares 6,119 $1.07M 0.08% +21 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,622 shares; 2024Q4: 33,407 shares; 2025Q1: 53,535 shares; 2025Q2: 51,824 shares; 2025Q3: 73,497 shares 73,497 $1.06M 0.08% +21,673 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: 15,294 shares; 2025Q1: 15,109 shares; 2025Q2: 14,957 shares; 2025Q3: 17,980 shares 17,980 $1.06M 0.08% +3,023 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,436 shares; 2024Q4: 105,441 shares; 2025Q1: 108,678 shares; 2025Q2: 112,518 shares; 2025Q3: 116,466 shares 116,466 $1.04M 0.08% +3,948 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: 2,701 shares; 2024Q4: 2,683 shares; 2025Q1: 2,633 shares; 2025Q2: 2,301 shares; 2025Q3: 2,247 shares 2,247 $1.04M 0.08% -54 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: 3,383 shares; 2024Q4: 3,380 shares; 2025Q1: 3,372 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares 3,378 $1.02M 0.08% 0 Timeline XVV 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: 15,055 shares; 2024Q4: 18,974 shares; 2025Q1: 19,471 shares; 2025Q2: 19,516 shares; 2025Q3: 19,564 shares 19,564 $1.01M 0.08% +48 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,172 shares; 2024Q4: 24,546 shares; 2025Q1: 24,238 shares; 2025Q2: 23,592 shares; 2025Q3: 23,619 shares 23,619 $995K 0.08% +27 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 2,761 shares; 2025Q1: 3,672 shares; 2025Q2: 3,443 shares; 2025Q3: 3,510 shares 3,510 $990K 0.08% +67 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: 44,125 shares; 2024Q4: 52,263 shares; 2025Q1: 53,180 shares; 2025Q2: 52,752 shares; 2025Q3: 51,185 shares 51,185 $990K 0.08% -1,567 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares 634 $949K 0.07% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 11,059 shares; 2025Q1: 11,429 shares; 2025Q2: 11,897 shares; 2025Q3: 12,863 shares 12,863 $945K 0.07% +966 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,646 shares; 2024Q4: 131,773 shares; 2025Q1: 138,551 shares; 2025Q2: 32,248 shares; 2025Q3: 49,160 shares 49,160 $941K 0.07% +16,912 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881,915 shares; 2024Q4: 361,521 shares; 2025Q1: 362,667 shares; 2025Q2: 369,550 shares; 2025Q3: 69,445 shares 69,445 $933K 0.07% -300,105 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,230 shares; 2024Q4: 15,343 shares; 2025Q1: 13,321 shares; 2025Q2: 9,956 shares; 2025Q3: 18,293 shares 18,293 $925K 0.07% +8,337 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: 13,969 shares; 2024Q4: 14,517 shares; 2025Q1: 14,177 shares; 2025Q2: 13,558 shares; 2025Q3: 13,903 shares 13,903 $922K 0.07% +345 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: 7,273 shares; 2024Q4: 22,566 shares; 2025Q1: 23,640 shares; 2025Q2: 28,648 shares; 2025Q3: 33,707 shares 33,707 $920K 0.07% +5,059 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,481 shares; 2024Q4: 26,515 shares; 2025Q1: 26,368 shares; 2025Q2: 23,689 shares; 2025Q3: 23,666 shares 23,666 $906K 0.07% -23 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,863 shares; 2024Q4: 12,967 shares; 2025Q1: 10,517 shares; 2025Q2: 10,953 shares; 2025Q3: 6,052 shares 6,052 $874K 0.07% -4,901 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: 4,858 shares; 2024Q4: 5,486 shares; 2025Q1: 5,931 shares; 2025Q2: 7,406 shares; 2025Q3: 8,879 shares 8,879 $870K 0.07% +1,473 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,475 shares; 2025Q1: 7,852 shares; 2025Q2: 8,415 shares; 2025Q3: 10,341 shares 10,341 $848K 0.07% +1,926 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,580 shares; 2024Q4: 25,968 shares; 2025Q1: 29,722 shares; 2025Q2: 30,733 shares; 2025Q3: 32,313 shares 32,313 $842K 0.07% +1,580 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: 1,628 shares; 2024Q4: 1,654 shares; 2025Q1: 2,162 shares; 2025Q2: 2,328 shares; 2025Q3: 2,519 shares 2,519 $838K 0.07% +191 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,157 shares; 2025Q1: 1,158 shares; 2025Q2: 1,160 shares; 2025Q3: 1,225 shares 1,225 $837K 0.07% +65 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: 1,446 shares; 2024Q4: 1,430 shares; 2025Q1: 1,406 shares; 2025Q2: 1,407 shares; 2025Q3: 1,442 shares 1,442 $820K 0.06% +35 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: 5,871 shares; 2024Q4: 5,873 shares; 2025Q1: 5,775 shares; 2025Q2: 5,655 shares; 2025Q3: 5,648 shares 5,648 $804K 0.06% -7 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 1,804 shares; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 2,546 shares 2,546 $802K 0.06% +879 Timeline DMXF 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: 8,010 shares; 2024Q4: 10,672 shares; 2025Q1: 10,716 shares; 2025Q2: 10,896 shares; 2025Q3: 10,400 shares 10,400 $788K 0.06% -496 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: 9,149 shares; 2024Q4: 9,516 shares; 2025Q1: 9,537 shares; 2025Q2: 6,699 shares; 2025Q3: 7,307 shares 7,307 $778K 0.06% +608 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: 44,076 shares; 2024Q4: 42,186 shares; 2025Q1: 42,734 shares; 2025Q2: 36,235 shares; 2025Q3: 30,107 shares 30,107 $767K 0.06% -6,128 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: 19,845 shares; 2024Q4: 26,281 shares; 2025Q1: 27,338 shares; 2025Q2: 25,309 shares; 2025Q3: 27,093 shares 27,093 $765K 0.06% +1,784 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,537 shares; 2025Q3: 5,582 shares 5,582 $764K 0.06% +45 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: 18,021 shares; 2024Q4: 19,336 shares; 2025Q1: 15,794 shares; 2025Q2: 9,769 shares; 2025Q3: 9,750 shares 9,750 $764K 0.06% -19 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: 10,463 shares; 2024Q4: 10,530 shares; 2025Q1: 10,431 shares; 2025Q2: 10,787 shares; 2025Q3: 11,115 shares 11,115 $761K 0.06% +328 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.06% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,838 shares 23,838 $751K 0.06% new 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: 7,731 shares; 2024Q4: 7,418 shares; 2025Q1: 7,505 shares; 2025Q2: 7,687 shares; 2025Q3: 8,764 shares 8,764 $741K 0.06% +1,077 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: 5,013 shares; 2024Q4: 5,015 shares; 2025Q1: 4,117 shares; 2025Q2: 4,119 shares; 2025Q3: 4,185 shares 4,185 $740K 0.06% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,490 shares; 2025Q3: 14,940 shares 14,940 $738K 0.06% +8,450 Timeline GMNY GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,783 shares 14,783 $736K 0.06% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,381 shares; 2025Q1: 2,385 shares; 2025Q2: 2,407 shares; 2025Q3: 2,410 shares 2,410 $717K 0.06% +3 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 3,435 shares; 2025Q1: 3,448 shares; 2025Q2: 3,448 shares; 2025Q3: 3,288 shares 3,288 $710K 0.06% -160 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: 9,413 shares; 2024Q4: 11,393 shares; 2025Q1: 8,931 shares; 2025Q2: 12,981 shares; 2025Q3: 10,397 shares 10,397 $705K 0.06% -2,584 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250 $698K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,596 shares; 2025Q2: 7,649 shares; 2025Q3: 11,774 shares 11,774 $677K 0.05% +4,125 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: 2,968 shares; 2024Q4: 2,967 shares; 2025Q1: 2,971 shares; 2025Q2: 4,150 shares; 2025Q3: 4,035 shares 4,035 $671K 0.05% -115 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,655 shares; 2025Q1: 31,319 shares; 2025Q2: 32,005 shares; 2025Q3: 32,758 shares 32,758 $669K 0.05% +753 Timeline XJR 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: 12,618 shares; 2024Q4: 14,815 shares; 2025Q1: 15,315 shares; 2025Q2: 15,373 shares; 2025Q3: 15,429 shares 15,429 $657K 0.05% +56 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: 7,346 shares; 2024Q4: 6,959 shares; 2025Q1: 7,042 shares; 2025Q2: 6,958 shares; 2025Q3: 7,779 shares 7,779 $653K 0.05% +821 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 12,069 shares; 2025Q1: 14,826 shares; 2025Q2: 15,303 shares; 2025Q3: 15,521 shares 15,521 $652K 0.05% +218 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 19,906 shares; 2025Q1: 19,931 shares; 2025Q2: 19,956 shares; 2025Q3: 28,781 shares 28,781 $647K 0.05% +8,825 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: 4,363 shares; 2024Q4: 4,365 shares; 2025Q1: 4,368 shares; 2025Q2: 4,372 shares; 2025Q3: 4,449 shares 4,449 $643K 0.05% +77 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,731 shares; 2025Q1: 4,770 shares; 2025Q2: 4,805 shares; 2025Q3: 5,076 shares 5,076 $639K 0.05% +271 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 3,381 shares; 2025Q1: 3,148 shares; 2025Q2: 3,125 shares; 2025Q3: 3,126 shares 3,126 $628K 0.05% +1 Timeline IMNM IMMUNOME INC More: the full row for IMMUNOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,759 shares; 2024Q4: 53,536 shares; 2025Q1: 53,536 shares; 2025Q2: 53,536 shares; 2025Q3: 53,536 shares 53,536 $627K 0.05% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,979 shares; 2024Q4: 19,593 shares; 2025Q1: 11,235 shares; 2025Q2: 14,888 shares; 2025Q3: 12,506 shares 12,506 $626K 0.05% -2,382 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: 9,405 shares; 2024Q4: 8,303 shares; 2025Q1: 8,024 shares; 2025Q2: 7,924 shares; 2025Q3: 8,254 shares 8,254 $623K 0.05% +330 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,892 shares; 2025Q1: 5,880 shares; 2025Q2: 5,898 shares; 2025Q3: 6,193 shares 6,193 $622K 0.05% +295 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,726 shares; 2024Q4: 15,772 shares; 2025Q1: 15,969 shares; 2025Q2: 16,016 shares; 2025Q3: 16,060 shares 16,060 $619K 0.05% +44 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: 4,689 shares; 2024Q4: 4,846 shares; 2025Q1: 4,782 shares; 2025Q2: 4,788 shares; 2025Q3: 4,005 shares 4,005 $615K 0.05% -783 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 6,443 shares; 2025Q1: 5,996 shares; 2025Q2: 6,053 shares; 2025Q3: 6,007 shares 6,007 $610K 0.05% -46 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,133 shares; 2025Q1: 3,147 shares; 2025Q2: 3,162 shares; 2025Q3: 3,052 shares 3,052 $609K 0.05% -110 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 9,724 shares; 2025Q1: 8,577 shares; 2025Q2: 6,955 shares; 2025Q3: 11,397 shares 11,397 $607K 0.05% +4,442 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,241 shares; 2024Q4: 12,241 shares; 2025Q1: 12,241 shares; 2025Q2: 12,241 shares; 2025Q3: 12,241 shares 12,241 $605K 0.05% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,639 shares 29,639 $599K 0.05% new Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,499 shares; 2025Q3: 33,938 shares 33,938 $593K 0.05% +17,439 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,176 shares; 2025Q1: 2,180 shares; 2025Q2: 2,140 shares; 2025Q3: 2,323 shares 2,323 $584K 0.05% +183 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 6,908 shares; 2025Q1: 6,731 shares; 2025Q2: 6,490 shares; 2025Q3: 6,248 shares 6,248 $583K 0.05% -242 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: 5,483 shares; 2024Q4: 7,350 shares; 2025Q1: 7,465 shares; 2025Q2: 7,467 shares; 2025Q3: 6,944 shares 6,944 $582K 0.05% -523 Timeline TFI 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: 12,191 shares; 2024Q4: 14,657 shares; 2025Q1: 12,688 shares; 2025Q2: 13,501 shares; 2025Q3: 12,720 shares 12,720 $580K 0.05% -781 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 554 shares; 2025Q2: 580 shares; 2025Q3: 605 shares 605 $578K 0.05% +25 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 13,967 shares; 2025Q1: 13,967 shares; 2025Q2: 13,865 shares; 2025Q3: 13,710 shares 13,710 $574K 0.05% -155 Timeline ACWI 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: 5,418 shares; 2024Q4: 4,313 shares; 2025Q1: 4,104 shares; 2025Q2: 4,107 shares; 2025Q3: 4,106 shares 4,106 $568K 0.04% -1 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: 584,981 shares; 2024Q4: 265,589 shares; 2025Q1: 277,699 shares; 2025Q2: 289,476 shares; 2025Q3: 21,692 shares 21,692 $562K 0.04% -267,784 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,186 shares; 2025Q1: 1,219 shares; 2025Q2: 1,201 shares; 2025Q3: 1,219 shares 1,219 $557K 0.04% +18 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: 1,794 shares; 2024Q4: 1,797 shares; 2025Q1: 1,590 shares; 2025Q2: 1,594 shares; 2025Q3: 1,597 shares 1,597 $553K 0.04% +3 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: 391 shares; 2025Q1: 414 shares; 2025Q2: 404 shares; 2025Q3: 473 shares 473 $552K 0.04% +69 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: 2,234 shares; 2024Q4: 2,285 shares; 2025Q1: 2,072 shares; 2025Q2: 2,301 shares; 2025Q3: 2,325 shares 2,325 $551K 0.04% +24 Timeline XJH 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: 10,803 shares; 2024Q4: 11,838 shares; 2025Q1: 12,355 shares; 2025Q2: 12,392 shares; 2025Q3: 12,427 shares 12,427 $545K 0.04% +35 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,406 shares; 2025Q2: 12,526 shares; 2025Q3: 23,775 shares 23,775 $543K 0.04% +11,249 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 8,641 shares; 2025Q1: 4,880 shares; 2025Q2: 4,833 shares; 2025Q3: 3,731 shares 3,731 $543K 0.04% -1,102 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: 484 shares; 2024Q4: 513 shares; 2025Q1: 527 shares; 2025Q2: 578 shares; 2025Q3: 589 shares 589 $542K 0.04% +11 Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 5,244 shares; 2025Q1: 5,399 shares; 2025Q2: 5,399 shares; 2025Q3: 5,411 shares 5,411 $541K 0.04% +12 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: 21,455 shares; 2024Q4: 23,575 shares; 2025Q1: 18,619 shares; 2025Q2: 30,801 shares; 2025Q3: 31,430 shares 31,430 $539K 0.04% +629 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,344 shares; 2025Q1: 28,675 shares; 2025Q2: 24,983 shares; 2025Q3: 51,794 shares 51,794 $527K 0.04% +26,811 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,198 shares; 2025Q3: 3,198 shares 3,198 $526K 0.04% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,234 shares 5,234 $525K 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,224 shares; 2025Q1: 1,227 shares; 2025Q2: 1,230 shares; 2025Q3: 1,243 shares 1,243 $524K 0.04% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,184 shares; 2025Q3: 20,366 shares 20,366 $524K 0.04% +6,182 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: 3,862 shares; 2024Q4: 4,033 shares; 2025Q1: 4,041 shares; 2025Q2: 4,051 shares; 2025Q3: 3,896 shares 3,896 $522K 0.04% -155 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,516 shares; 2024Q4: 22,928 shares; 2025Q1: 22,854 shares; 2025Q2: 23,145 shares; 2025Q3: 23,144 shares 23,144 $520K 0.04% -1 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: 7,269 shares; 2024Q4: 2,961 shares; 2025Q1: 5,239 shares; 2025Q2: 5,801 shares; 2025Q3: 5,386 shares 5,386 $520K 0.04% -415 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: 798 shares; 2024Q4: 797 shares; 2025Q1: 796 shares; 2025Q2: 828 shares; 2025Q3: 843 shares 843 $518K 0.04% +15 Timeline BHST BIOHARVEST SCIENCES INC More: the full row for BIOHARVEST SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,000 shares; 2025Q1: 71,733 shares; 2025Q2: 70,000 shares; 2025Q3: 55,000 shares 55,000 $518K 0.04% -15,000 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,406 shares 36,406 $498K 0.04% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,239 shares; 2024Q4: 14,239 shares; 2025Q1: 14,239 shares; 2025Q2: 14,239 shares; 2025Q3: 14,239 shares 14,239 $495K 0.04% 0 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: 5,439 shares; 2024Q4: 5,439 shares; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares; 2025Q3: 5,419 shares 5,419 $486K 0.04% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,860 shares; 2025Q1: 8,369 shares; 2025Q2: 7,351 shares; 2025Q3: 7,498 shares 7,498 $485K 0.04% +147 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: 896 shares; 2024Q4: 883 shares; 2025Q1: 1,210 shares; 2025Q2: 1,453 shares; 2025Q3: 1,679 shares 1,679 $474K 0.04% +226 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: 7,290 shares; 2024Q4: 7,387 shares; 2025Q1: 5,854 shares; 2025Q2: 6,405 shares; 2025Q3: 6,433 shares 6,433 $473K 0.04% +28 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: not reported; 2024Q4: not reported; 2025Q1: 4,132 shares; 2025Q2: 5,916 shares; 2025Q3: 6,455 shares 6,455 $470K 0.04% +539 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: 1,606 shares; 2024Q4: 1,842 shares; 2025Q1: 1,931 shares; 2025Q2: 1,932 shares; 2025Q3: 1,933 shares 1,933 $468K 0.04% +1 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,396 shares; 2025Q3: 1,786 shares 1,786 $461K 0.04% -610 Timeline KBE 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: 4,547 shares; 2024Q4: 5,166 shares; 2025Q1: 6,289 shares; 2025Q2: 6,602 shares; 2025Q3: 7,756 shares 7,756 $461K 0.04% +1,154 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,180 shares; 2025Q1: 3,883 shares; 2025Q2: 3,803 shares; 2025Q3: 3,286 shares 3,286 $460K 0.04% -517 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,600 shares; 2025Q2: 20,813 shares; 2025Q3: 20,813 shares 20,813 $452K 0.04% 0 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,200 shares; 2025Q3: 4,810 shares 4,810 $450K 0.04% -390 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 5,473 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,152 shares 4,152 $449K 0.04% -516 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,962 shares; 2025Q1: 35,426 shares; 2025Q2: 34,744 shares; 2025Q3: 34,814 shares 34,814 $445K 0.04% +70 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: 1,876 shares; 2024Q4: 2,880 shares; 2025Q1: 1,964 shares; 2025Q2: 2,235 shares; 2025Q3: 4,231 shares 4,231 $436K 0.03% +1,996 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,929 shares; 2025Q1: 2,999 shares; 2025Q2: 3,083 shares; 2025Q3: 3,160 shares 3,160 $430K 0.03% +77 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,730 shares; 2024Q4: not reported; 2025Q1: 15,439 shares; 2025Q2: 14,155 shares; 2025Q3: 12,961 shares 12,961 $419K 0.03% -1,194 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,575 shares; 2024Q4: 29,575 shares; 2025Q1: 29,575 shares; 2025Q2: 38,416 shares; 2025Q3: 38,416 shares 38,416 $417K 0.03% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,706 shares; 2025Q3: 1,755 shares 1,755 $414K 0.03% +49 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 5,100 shares; 2025Q1: 5,102 shares; 2025Q2: 6,405 shares; 2025Q3: 6,408 shares 6,408 $414K 0.03% +3 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,375 shares; 2025Q3: 10,830 shares 10,830 $410K 0.03% +455 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,514 shares; 2025Q1: 4,186 shares; 2025Q2: 6,617 shares; 2025Q3: 6,537 shares 6,537 $405K 0.03% -80 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: not reported; 2024Q4: not reported; 2025Q1: 7,480 shares; 2025Q2: 5,978 shares; 2025Q3: 6,066 shares 6,066 $401K 0.03% +88 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: 14,509 shares; 2024Q4: 16,504 shares; 2025Q1: 13,731 shares; 2025Q2: 13,747 shares; 2025Q3: 14,041 shares 14,041 $397K 0.03% +294 Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,246 shares; 2024Q4: 124,246 shares; 2025Q1: 120,246 shares; 2025Q2: 148,246 shares; 2025Q3: 148,246 shares 148,246 $397K 0.03% 0 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: 4,013 shares; 2024Q4: 4,027 shares; 2025Q1: 4,013 shares; 2025Q2: 3,946 shares; 2025Q3: 4,109 shares 4,109 $397K 0.03% +163 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 2,308 shares; 2025Q1: 2,616 shares; 2025Q2: 2,423 shares; 2025Q3: 3,111 shares 3,111 $392K 0.03% +688 Timeline CNBS AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,077 shares; 2025Q3: 13,227 shares 13,227 $391K 0.03% +3,150 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: not reported; 2024Q4: not reported; 2025Q1: 4,992 shares; 2025Q2: 4,994 shares; 2025Q3: 6,996 shares 6,996 $381K 0.03% +2,002 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,171 shares; 2024Q4: 9,268 shares; 2025Q1: 8,355 shares; 2025Q2: 8,204 shares; 2025Q3: 7,996 shares 7,996 $380K 0.03% -208 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,684 shares; 2024Q4: 19,982 shares; 2025Q1: 19,643 shares; 2025Q2: 19,657 shares; 2025Q3: 19,481 shares 19,481 $376K 0.03% -176 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 2,685 shares; 2025Q3: 2,543 shares 2,543 $375K 0.03% -142 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,465 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares 1,438 $374K 0.03% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,807 shares; 2025Q1: 1,537 shares; 2025Q2: 1,606 shares; 2025Q3: 1,782 shares 1,782 $373K 0.03% +176 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,857 shares; 2025Q1: 2,927 shares; 2025Q2: 2,857 shares; 2025Q3: 2,857 shares 2,857 $372K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,649 shares; 2025Q2: 2,788 shares; 2025Q3: 2,817 shares 2,817 $361K 0.03% +29 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: 9,573 shares; 2024Q4: 8,883 shares; 2025Q1: 8,766 shares; 2025Q2: 7,276 shares; 2025Q3: 8,188 shares 8,188 $360K 0.03% +912 Timeline TUA 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: 17,161 shares; 2025Q3: 16,409 shares 16,409 $359K 0.03% -752 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,959 shares; 2025Q2: 9,189 shares; 2025Q3: 7,545 shares 7,545 $352K 0.03% -1,644 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: 2,605 shares; 2024Q4: 2,610 shares; 2025Q1: 2,514 shares; 2025Q2: 2,518 shares; 2025Q3: 2,512 shares 2,512 $351K 0.03% -6 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,271 shares; 2025Q1: 3,287 shares; 2025Q2: 3,283 shares; 2025Q3: 3,301 shares 3,301 $342K 0.03% +18 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,590 shares 17,590 $341K 0.03% new 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: 1,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,963 shares; 2025Q3: 2,034 shares 2,034 $340K 0.03% +71 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,679 shares; 2024Q4: 30,885 shares; 2025Q1: 30,788 shares; 2025Q2: 32,172 shares; 2025Q3: 34,496 shares 34,496 $338K 0.03% +2,324 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 752 shares 752 $336K 0.03% +27 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,281 shares; 2025Q1: 2,381 shares; 2025Q2: 2,436 shares; 2025Q3: 2,248 shares 2,248 $334K 0.03% -188 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,920 shares; 2025Q2: 2,932 shares; 2025Q3: 2,942 shares 2,942 $333K 0.03% +10 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 7,814 shares; 2025Q1: 7,537 shares; 2025Q2: 10,240 shares; 2025Q3: 7,368 shares 7,368 $332K 0.03% -2,872 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,406 shares; 2024Q4: 5,396 shares; 2025Q1: 4,468 shares; 2025Q2: 5,207 shares; 2025Q3: 5,048 shares 5,048 $328K 0.03% -159 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,975 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,890 shares 2,890 $324K 0.03% +40 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,636 shares; 2025Q1: 3,035 shares; 2025Q2: 3,659 shares; 2025Q3: 3,614 shares 3,614 $324K 0.03% -45 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,097 shares; 2025Q3: 8,959 shares 8,959 $317K 0.03% +862 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,210 shares 9,210 $315K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,453 shares; 2024Q4: 11,019 shares; 2025Q1: not reported; 2025Q2: 7,631 shares; 2025Q3: 7,937 shares 7,937 $311K 0.02% +306 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: 1,814 shares; 2024Q4: 1,742 shares; 2025Q1: 1,758 shares; 2025Q2: 1,685 shares; 2025Q3: 1,694 shares 1,694 $311K 0.02% +9 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,893 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares 2,808 $311K 0.02% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 5,709 shares 5,709 $309K 0.02% +1,308 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: 2,122 shares; 2024Q4: 2,714 shares; 2025Q1: 3,943 shares; 2025Q2: 3,084 shares; 2025Q3: 3,050 shares 3,050 $306K 0.02% -34 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,869 shares; 2025Q2: 2,102 shares; 2025Q3: 2,079 shares 2,079 $303K 0.02% -23 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407 shares 1,407 $299K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,279 shares 3,279 $298K 0.02% new 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: 489 shares; 2024Q4: 541 shares; 2025Q1: 470 shares; 2025Q2: 482 shares; 2025Q3: 486 shares 486 $296K 0.02% +4 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,303 shares 3,303 $295K 0.02% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,599 shares; 2025Q1: 4,342 shares; 2025Q2: 5,853 shares; 2025Q3: 5,622 shares 5,622 $294K 0.02% -231 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares 613 $292K 0.02% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,793 shares; 2025Q3: 3,799 shares 3,799 $291K 0.02% +6 Timeline EATON VANCE NEW YORK MUN BD EATON VANCE NEW YORK MUN BD More: the full row for EATON VANCE NEW YORK MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,353 shares; 2025Q3: 29,466 shares 29,466 $291K 0.02% +19,113 URTH 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: 2,119 shares; 2024Q4: 2,084 shares; 2025Q1: 2,991 shares; 2025Q2: 3,017 shares; 2025Q3: 1,598 shares 1,598 $290K 0.02% -1,419 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,446 shares; 2025Q1: 4,321 shares; 2025Q2: 4,179 shares; 2025Q3: 4,643 shares 4,643 $290K 0.02% +464 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,351 shares; 2025Q1: 5,494 shares; 2025Q2: 5,479 shares; 2025Q3: 5,479 shares 5,479 $289K 0.02% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: 1,944 shares; 2025Q3: 1,945 shares 1,945 $288K 0.02% +1 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029 shares 1,029 $287K 0.02% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,002 shares; 2025Q1: 2,069 shares; 2025Q2: 2,074 shares; 2025Q3: 2,079 shares 2,079 $282K 0.02% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares 751 $281K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,371 shares; 2025Q1: 2,372 shares; 2025Q2: not reported; 2025Q3: 3,849 shares 3,849 $281K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,330 shares 8,330 $279K 0.02% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,807 shares 3,807 $279K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 1,006 shares; 2025Q1: 988 shares; 2025Q2: 989 shares; 2025Q3: 991 shares 991 $277K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,701 shares 3,701 $275K 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,065 shares; 2025Q1: 1,068 shares; 2025Q2: 1,064 shares; 2025Q3: 1,149 shares 1,149 $275K 0.02% +85 Timeline IXUS 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: 2,851 shares; 2024Q4: 3,280 shares; 2025Q1: 3,316 shares; 2025Q2: 3,243 shares; 2025Q3: 3,311 shares 3,311 $273K 0.02% +68 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,457 shares 1,457 $273K 0.02% +1 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,932 shares; 2025Q1: 1,990 shares; 2025Q2: 1,947 shares; 2025Q3: 2,005 shares 2,005 $272K 0.02% +58 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: 2,308 shares; 2024Q4: 1,754 shares; 2025Q1: 1,892 shares; 2025Q2: 2,064 shares; 2025Q3: 2,069 shares 2,069 $271K 0.02% +5 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,273 shares 11,273 $270K 0.02% new 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: 4,533 shares; 2024Q4: 4,502 shares; 2025Q1: 4,502 shares; 2025Q2: 4,502 shares; 2025Q3: 4,502 shares 4,502 $269K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,463 shares 2,463 $268K 0.02% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares 1,642 $268K 0.02% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,710 shares; 2025Q2: 13,215 shares; 2025Q3: 13,233 shares 13,233 $267K 0.02% +18 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: 10,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,296 shares 5,296 $267K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,636 shares; 2025Q2: 1,161 shares; 2025Q3: 1,137 shares 1,137 $267K 0.02% -24 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,233 shares; 2025Q1: not reported; 2025Q2: 2,131 shares; 2025Q3: 2,091 shares 2,091 $263K 0.02% -40 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: 3,193 shares; 2024Q4: 3,207 shares; 2025Q1: 3,223 shares; 2025Q2: 3,240 shares; 2025Q3: 3,151 shares 3,151 $263K 0.02% -89 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,846 shares; 2024Q4: 2,827 shares; 2025Q1: 4,190 shares; 2025Q2: 3,594 shares; 2025Q3: 2,909 shares 2,909 $260K 0.02% -685 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,027 shares; 2025Q1: 1,031 shares; 2025Q2: 1,035 shares; 2025Q3: 1,000 shares 1,000 $260K 0.02% -35 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,387 shares; 2025Q2: 4,602 shares; 2025Q3: 5,048 shares 5,048 $252K 0.02% +446 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,659 shares; 2024Q4: 15,685 shares; 2025Q1: 16,673 shares; 2025Q2: 7,324 shares; 2025Q3: 4,920 shares 4,920 $250K 0.02% -2,404 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 2,535 shares; 2025Q3: 2,635 shares 2,635 $247K 0.02% +100 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,889 shares; 2024Q4: 12,368 shares; 2025Q1: 12,921 shares; 2025Q2: 13,881 shares; 2025Q3: 14,434 shares 14,434 $246K 0.02% +553 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,644 shares 4,644 $243K 0.02% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,238 shares; 2025Q1: 3,519 shares; 2025Q2: 3,520 shares; 2025Q3: 3,823 shares 3,823 $242K 0.02% +303 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: 5,481 shares; 2024Q4: 7,381 shares; 2025Q1: 4,280 shares; 2025Q2: 3,919 shares; 2025Q3: 2,124 shares 2,124 $242K 0.02% -1,795 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: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,877 shares; 2025Q2: 1,887 shares; 2025Q3: 1,898 shares 1,898 $241K 0.02% +11 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: 979 shares; 2024Q4: 979 shares; 2025Q1: 980 shares; 2025Q2: 973 shares; 2025Q3: 964 shares 964 $238K 0.02% -9 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,000 shares; 2025Q1: 20,000 shares; 2025Q2: 30,000 shares; 2025Q3: 25,000 shares 25,000 $238K 0.02% -5,000 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: not reported; 2024Q4: 2,135 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares 1,573 $237K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,210 shares; 2025Q1: 2,215 shares; 2025Q2: 2,270 shares; 2025Q3: 2,281 shares 2,281 $237K 0.02% +11 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares 396 $236K 0.02% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,137 shares 3,137 $236K 0.02% new 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: 268 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares 296 $232K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 2,832 shares; 2025Q1: 2,686 shares; 2025Q2: 2,650 shares; 2025Q3: 2,588 shares 2,588 $232K 0.02% -62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,220 shares; 2025Q3: 2,320 shares 2,320 $232K 0.02% +100 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,501 shares 4,501 $228K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 922 shares; 2025Q1: 795 shares; 2025Q2: 702 shares; 2025Q3: 702 shares 702 $225K 0.02% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,280 shares; 2025Q2: 2,243 shares; 2025Q3: 1,873 shares 1,873 $225K 0.02% -370 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: not reported; 2025Q1: 1,320 shares; 2025Q2: 1,324 shares; 2025Q3: 1,327 shares 1,327 $224K 0.02% +3 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: not reported; 2024Q4: 1,218 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 814 shares 814 $220K 0.02% 0 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: 8,378 shares; 2025Q2: 4,000 shares; 2025Q3: 2,390 shares 2,390 $219K 0.02% -1,610 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,773 shares; 2024Q4: 9,278 shares; 2025Q1: 12,304 shares; 2025Q2: 9,770 shares; 2025Q3: 9,392 shares 9,392 $217K 0.02% -378 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares 4,905 $215K 0.02% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,335 shares; 2025Q1: 2,055 shares; 2025Q2: 2,063 shares; 2025Q3: 2,083 shares 2,083 $215K 0.02% +20 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares 1,267 $214K 0.02% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares 969 $213K 0.02% new 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: 2,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 2,339 shares 2,339 $210K 0.02% +26 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,821 shares 1,821 $209K 0.02% new Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,773 shares; 2025Q3: 4,654 shares 4,654 $208K 0.02% -119 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: 1,663 shares; 2024Q4: 1,818 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,221 shares 1,221 $208K 0.02% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,675 shares 4,675 $205K 0.02% new 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: 2,936 shares; 2024Q4: 3,433 shares; 2025Q1: 3,447 shares; 2025Q2: 3,382 shares; 2025Q3: 2,144 shares 2,144 $204K 0.02% -1,238 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,898 shares; 2025Q3: 3,898 shares 3,898 $203K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426 shares 426 $202K 0.02% new Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,997 shares; 2025Q3: 4,766 shares 4,766 $201K 0.02% -231 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 507 shares 507 $201K 0.02% -110 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,655 shares 1,655 $200K 0.02% new Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 25,000 shares; 2025Q3: 15,000 shares 15,000 $108K 0.01% -10,000 Timeline BTG B2GOLD CORP More: the full row for B2GOLD 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: 21,790 shares 21,790 $108K 0.01% new Timeline DOMH DOMINARI HOLDINGS INC More: the full row for DOMINARI 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: 25,000 shares; 2025Q3: 15,000 shares 15,000 $106K 0.01% -10,000 Timeline PMNT PERFECT MOMENT LTD More: the full row for PERFECT MOMENT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,425 shares; 2025Q1: 101,975 shares; 2025Q2: 130,762 shares; 2025Q3: 164,979 shares 164,979 $72.7K 0.01% +34,217 Timeline BCAB BIOATLA INC More: the full row for BIOATLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,232 shares; 2025Q1: 47,232 shares; 2025Q2: 47,232 shares; 2025Q3: 47,232 shares 47,232 $32.5K <0.01% 0 Timeline ESSA PHARMA INC ESSA PHARMA INC More: the full row for ESSA PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,206 shares; 2025Q1: 55,206 shares; 2025Q2: 55,206 shares; 2025Q3: 55,206 shares 55,206 $10.5K <0.01% 0 SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $6.73K <0.01% 0 Timeline