CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,873 shares; 2025Q1: 4,165 shares; 2025Q2: 4,204 shares; 2025Q3: 5,043 shares 5,043 $2.26M 0.01% +839 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,398 shares; 2024Q4: 54,330 shares; 2025Q1: 51,023 shares; 2025Q2: 58,967 shares; 2025Q3: 57,897 shares 57,897 $2.25M 0.01% -1,070 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 8,508 shares; 2025Q1: 8,611 shares; 2025Q2: 8,604 shares; 2025Q3: 10,466 shares 10,466 $2.25M 0.01% +1,862 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: not reported; 2024Q4: 18,248 shares; 2025Q1: 18,577 shares; 2025Q2: 14,373 shares; 2025Q3: 25,074 shares 25,074 $2.24M 0.01% +10,701 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: 1,811 shares; 2024Q4: 2,639 shares; 2025Q1: 2,739 shares; 2025Q2: 2,710 shares; 2025Q3: 2,854 shares 2,854 $2.24M 0.01% +144 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 16,086 shares; 2025Q1: 16,300 shares; 2025Q2: 16,349 shares; 2025Q3: 25,046 shares 25,046 $2.23M 0.01% +8,697 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,326 shares; 2024Q4: 27,315 shares; 2025Q1: 22,966 shares; 2025Q2: 22,047 shares; 2025Q3: 23,315 shares 23,315 $2.22M 0.01% +1,268 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: 9,279 shares; 2024Q4: 20,428 shares; 2025Q1: 20,143 shares; 2025Q2: 19,351 shares; 2025Q3: 19,771 shares 19,771 $2.22M 0.01% +420 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,160 shares; 2024Q4: 49,500 shares; 2025Q1: 16,314 shares; 2025Q2: 11,962 shares; 2025Q3: 11,721 shares 11,721 $2.19M 0.01% -241 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,953 shares; 2024Q4: 13,866 shares; 2025Q1: 14,660 shares; 2025Q2: 14,986 shares; 2025Q3: 32,384 shares 32,384 $2.19M 0.01% +17,398 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE 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: 90 shares; 2025Q1: 124 shares; 2025Q2: 157 shares; 2025Q3: 6,647 shares 6,647 $2.19M 0.01% +6,490 Timeline DFAX 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: 73,807 shares; 2024Q4: 69,373 shares; 2025Q1: 69,373 shares; 2025Q2: 69,373 shares; 2025Q3: 69,373 shares 69,373 $2.18M 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 3,716 shares; 2025Q1: 3,783 shares; 2025Q2: 3,981 shares; 2025Q3: 3,835 shares 3,835 $2.18M 0.01% -146 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,331 shares; 2025Q1: 41,456 shares; 2025Q2: 21,574 shares; 2025Q3: 20,190 shares 20,190 $2.15M 0.01% -1,384 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,162 shares; 2025Q1: 5,209 shares; 2025Q2: 5,069 shares; 2025Q3: 5,055 shares 5,055 $2.15M 0.01% -14 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,962 shares; 2024Q4: 59,237 shares; 2025Q1: 57,181 shares; 2025Q2: 57,625 shares; 2025Q3: 60,535 shares 60,535 $2.15M 0.01% +2,910 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 11,852 shares; 2025Q1: 56,583 shares; 2025Q2: 62,650 shares; 2025Q3: 63,830 shares 63,830 $2.13M 0.01% +1,180 Timeline DFSV 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: 41,146 shares; 2024Q4: 42,296 shares; 2025Q1: 63,475 shares; 2025Q2: 65,770 shares; 2025Q3: 66,373 shares 66,373 $2.11M 0.01% +603 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,192 shares; 2024Q4: 27,389 shares; 2025Q1: 26,687 shares; 2025Q2: 27,828 shares; 2025Q3: 35,562 shares 35,562 $2.11M 0.01% +7,734 NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,901 shares; 2025Q1: 42,182 shares; 2025Q2: 40,911 shares; 2025Q3: 40,641 shares 40,641 $2.08M 0.01% -270 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: 5,831 shares; 2024Q4: 7,000 shares; 2025Q1: 7,009 shares; 2025Q2: 7,600 shares; 2025Q3: 6,985 shares 6,985 $2.08M 0.01% -615 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 17,227 shares; 2025Q1: 17,259 shares; 2025Q2: 18,008 shares; 2025Q3: 17,455 shares 17,455 $2.06M 0.01% -553 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 9,557 shares; 2025Q1: 10,092 shares; 2025Q2: 10,116 shares; 2025Q3: 28,246 shares 28,246 $2.05M 0.01% +18,130 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 4,883 shares; 2025Q1: 4,927 shares; 2025Q2: 5,503 shares; 2025Q3: 6,580 shares 6,580 $2.04M 0.01% +1,077 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,621 shares; 2025Q1: 5,467 shares; 2025Q2: 5,625 shares; 2025Q3: 6,519 shares 6,519 $2.04M 0.01% +894 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: not reported; 2024Q4: 24,594 shares; 2025Q1: 23,736 shares; 2025Q2: 23,861 shares; 2025Q3: 22,695 shares 22,695 $2.04M 0.01% -1,166 Timeline PXH 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: 4,685 shares; 2025Q1: 4,744 shares; 2025Q2: 3,308 shares; 2025Q3: 79,973 shares 79,973 $2.03M 0.01% +76,665 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,176 shares; 2024Q4: 26,231 shares; 2025Q1: 25,258 shares; 2025Q2: 23,486 shares; 2025Q3: 22,921 shares 22,921 $2.03M 0.01% -565 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 2,765 shares; 2025Q1: 2,824 shares; 2025Q2: 2,908 shares; 2025Q3: 3,869 shares 3,869 $2.02M 0.01% +961 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,817 shares; 2024Q4: 41,012 shares; 2025Q1: 51,594 shares; 2025Q2: 48,527 shares; 2025Q3: 53,665 shares 53,665 $2.02M 0.01% +5,138 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: 2,782 shares; 2024Q4: 5,246 shares; 2025Q1: 5,262 shares; 2025Q2: 5,797 shares; 2025Q3: 6,187 shares 6,187 $2.02M 0.01% +390 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,255 shares; 2025Q1: 8,882 shares; 2025Q2: 11,554 shares; 2025Q3: 8,691 shares 8,691 $2M 0.01% -2,863 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,209 shares; 2024Q4: 1,919 shares; 2025Q1: 1,819 shares; 2025Q2: 1,961 shares; 2025Q3: 4,353 shares 4,353 $1.99M 0.01% +2,392 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: 11,590 shares; 2024Q4: 12,341 shares; 2025Q1: 13,016 shares; 2025Q2: 12,824 shares; 2025Q3: 13,270 shares 13,270 $1.97M 0.01% +446 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: 4,826 shares; 2024Q4: 16,150 shares; 2025Q1: 15,284 shares; 2025Q2: 15,187 shares; 2025Q3: 18,821 shares 18,821 $1.97M 0.01% +3,634 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,567 shares; 2024Q4: 37,339 shares; 2025Q1: 37,088 shares; 2025Q2: 38,334 shares; 2025Q3: 38,836 shares 38,836 $1.96M 0.01% +502 Timeline PFM 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: 38,755 shares; 2024Q4: 38,837 shares; 2025Q1: 38,615 shares; 2025Q2: 38,309 shares; 2025Q3: 38,183 shares 38,183 $1.94M 0.01% -126 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 7,630 shares; 2025Q1: 7,416 shares; 2025Q2: 7,410 shares; 2025Q3: 9,891 shares 9,891 $1.93M 0.01% +2,481 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,862 shares; 2024Q4: 50,973 shares; 2025Q1: 82,269 shares; 2025Q2: 78,344 shares; 2025Q3: 48,699 shares 48,699 $1.93M 0.01% -29,645 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,352 shares; 2024Q4: 15,749 shares; 2025Q1: 21,836 shares; 2025Q2: 23,885 shares; 2025Q3: 31,293 shares 31,293 $1.91M 0.01% +7,408 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,643 shares; 2025Q1: 21,064 shares; 2025Q2: 21,538 shares; 2025Q3: 21,501 shares 21,501 $1.9M 0.01% -37 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 8,041 shares; 2025Q1: 8,041 shares; 2025Q2: 8,041 shares; 2025Q3: 30,978 shares 30,978 $1.9M 0.01% +22,937 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,534 shares; 2024Q4: 17,686 shares; 2025Q1: 16,571 shares; 2025Q2: 16,571 shares; 2025Q3: 16,440 shares 16,440 $1.88M 0.01% -131 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 8,707 shares; 2025Q1: 8,525 shares; 2025Q2: 8,507 shares; 2025Q3: 8,415 shares 8,415 $1.87M 0.01% -92 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,439 shares; 2024Q4: 69,618 shares; 2025Q1: 94,951 shares; 2025Q2: 59,772 shares; 2025Q3: 44,455 shares 44,455 $1.87M 0.01% -15,317 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 96 shares; 2025Q2: 255 shares; 2025Q3: 5,529 shares 5,529 $1.87M 0.01% +5,274 Timeline CWB 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: 19,766 shares; 2025Q1: 19,766 shares; 2025Q2: 19,601 shares; 2025Q3: 20,585 shares 20,585 $1.86M 0.01% +984 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,885 shares; 2024Q4: 90,558 shares; 2025Q1: 85,414 shares; 2025Q2: 85,372 shares; 2025Q3: 85,567 shares 85,567 $1.85M 0.01% +195 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,611 shares; 2024Q4: 20,668 shares; 2025Q1: 20,570 shares; 2025Q2: 20,603 shares; 2025Q3: 22,212 shares 22,212 $1.84M 0.01% +1,609 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,573 shares; 2024Q4: 37,721 shares; 2025Q1: 37,504 shares; 2025Q2: 38,577 shares; 2025Q3: 40,362 shares 40,362 $1.82M 0.01% +1,785 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,683 shares; 2024Q4: 95,745 shares; 2025Q1: 136,103 shares; 2025Q2: 72,030 shares; 2025Q3: 69,380 shares 69,380 $1.79M 0.01% -2,650 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,269 shares; 2024Q4: 63,214 shares; 2025Q1: 56,417 shares; 2025Q2: 55,535 shares; 2025Q3: 43,251 shares 43,251 $1.78M 0.01% -12,284 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,576 shares; 2025Q1: 35,368 shares; 2025Q2: 34,548 shares; 2025Q3: 34,542 shares 34,542 $1.76M 0.01% -6 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,904 shares; 2025Q1: 39,842 shares; 2025Q2: 37,421 shares; 2025Q3: 38,220 shares 38,220 $1.75M 0.01% +799 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: 1,785 shares; 2024Q4: 3,958 shares; 2025Q1: 4,978 shares; 2025Q2: 5,251 shares; 2025Q3: 5,426 shares 5,426 $1.75M 0.01% +175 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,737 shares; 2024Q4: 24,446 shares; 2025Q1: 24,357 shares; 2025Q2: 38,025 shares; 2025Q3: 38,056 shares 38,056 $1.73M 0.01% +31 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 737 shares; 2025Q1: 840 shares; 2025Q2: 14,897 shares; 2025Q3: 16,001 shares 16,001 $1.73M 0.01% +1,104 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: 1,116 shares; 2025Q2: 1,283 shares; 2025Q3: 9,781 shares 9,781 $1.72M 0.01% +8,498 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 28,943 shares; 2025Q1: 29,726 shares; 2025Q2: 30,304 shares; 2025Q3: 30,232 shares 30,232 $1.72M 0.01% -72 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,067 shares; 2024Q4: 68,414 shares; 2025Q1: 66,956 shares; 2025Q2: 45,294 shares; 2025Q3: 43,868 shares 43,868 $1.72M 0.01% -1,426 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,737 shares; 2024Q4: 41,362 shares; 2025Q1: 36,790 shares; 2025Q2: 36,792 shares; 2025Q3: 36,685 shares 36,685 $1.72M 0.01% -107 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,070 shares; 2024Q4: 24,613 shares; 2025Q1: 22,892 shares; 2025Q2: 22,757 shares; 2025Q3: 25,562 shares 25,562 $1.71M 0.01% +2,805 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,704 shares; 2024Q4: 221,977 shares; 2025Q1: 59,840 shares; 2025Q2: 24,025 shares; 2025Q3: 39,668 shares 39,668 $1.71M 0.01% +15,643 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: 1,851 shares; 2024Q4: 3,474 shares; 2025Q1: 3,486 shares; 2025Q2: 3,433 shares; 2025Q3: 3,911 shares 3,911 $1.7M 0.01% +478 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 206 shares; 2025Q1: 19,706 shares; 2025Q2: 54,427 shares; 2025Q3: 54,434 shares 54,434 $1.7M 0.01% +7 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,920 shares; 2025Q1: 20,568 shares; 2025Q2: 19,846 shares; 2025Q3: 19,095 shares 19,095 $1.67M 0.01% -751 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 741 shares; 2025Q1: 501 shares; 2025Q2: 31,684 shares; 2025Q3: 62,878 shares 62,878 $1.67M 0.01% +31,194 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 7,273 shares; 2025Q1: 7,379 shares; 2025Q2: 8,217 shares; 2025Q3: 8,227 shares 8,227 $1.66M 0.01% +10 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,918 shares; 2024Q4: 14,103 shares; 2025Q1: 13,855 shares; 2025Q2: 13,801 shares; 2025Q3: 13,439 shares 13,439 $1.66M 0.01% -362 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: 6,265 shares; 2024Q4: 7,050 shares; 2025Q1: 6,962 shares; 2025Q2: 7,043 shares; 2025Q3: 7,918 shares 7,918 $1.66M 0.01% +875 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,865 shares; 2024Q4: 60,006 shares; 2025Q1: 59,792 shares; 2025Q2: 59,392 shares; 2025Q3: 58,393 shares 58,393 $1.65M 0.01% -999 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,521 shares; 2024Q4: 16,426 shares; 2025Q1: 14,899 shares; 2025Q2: 18,455 shares; 2025Q3: 17,712 shares 17,712 $1.62M 0.01% -743 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,654 shares; 2024Q4: 14,343 shares; 2025Q1: 14,405 shares; 2025Q2: 15,319 shares; 2025Q3: 14,732 shares 14,732 $1.62M 0.01% -587 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 7,847 shares; 2025Q1: 8,603 shares; 2025Q2: 8,423 shares; 2025Q3: 8,521 shares 8,521 $1.6M 0.01% +98 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,130 shares 16,130 $1.59M 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 21,368 shares; 2025Q1: 21,723 shares; 2025Q2: 24,836 shares; 2025Q3: 22,090 shares 22,090 $1.57M 0.01% -2,746 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 7,022 shares; 2025Q1: 7,125 shares; 2025Q2: 7,177 shares; 2025Q3: 8,236 shares 8,236 $1.57M 0.01% +1,059 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,719 shares; 2025Q1: 10,273 shares; 2025Q2: 10,400 shares; 2025Q3: 30,441 shares 30,441 $1.57M 0.01% +20,041 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,685 shares; 2024Q4: 41,685 shares; 2025Q1: 41,685 shares; 2025Q2: 41,694 shares; 2025Q3: 41,694 shares 41,694 $1.57M 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 26,249 shares; 2025Q1: 24,792 shares; 2025Q2: 21,953 shares; 2025Q3: 20,651 shares 20,651 $1.56M 0.01% -1,302 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: 13,556 shares; 2024Q4: 21,205 shares; 2025Q1: 20,165 shares; 2025Q2: 22,613 shares; 2025Q3: 20,356 shares 20,356 $1.56M 0.01% -2,257 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 6,580 shares; 2025Q1: 6,645 shares; 2025Q2: 23,821 shares; 2025Q3: 23,632 shares 23,632 $1.56M 0.01% -189 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,089 shares; 2024Q4: 162,502 shares; 2025Q1: 141,839 shares; 2025Q2: 123,270 shares; 2025Q3: 129,970 shares 129,970 $1.55M 0.01% +6,700 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,683 shares; 2024Q4: 19,061 shares; 2025Q1: 2,519 shares; 2025Q2: 2,313 shares; 2025Q3: 3,475 shares 3,475 $1.5M 0.01% +1,162 Timeline EEMV 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: 25,617 shares; 2024Q4: 24,601 shares; 2025Q1: 24,459 shares; 2025Q2: 24,029 shares; 2025Q3: 23,484 shares 23,484 $1.5M 0.01% -545 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: 6,984 shares; 2024Q4: 7,689 shares; 2025Q1: 6,293 shares; 2025Q2: 6,783 shares; 2025Q3: 6,812 shares 6,812 $1.5M 0.01% +29 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: 12,727 shares; 2024Q4: 12,802 shares; 2025Q1: 12,649 shares; 2025Q2: 11,574 shares; 2025Q3: 11,652 shares 11,652 $1.48M 0.01% +78 Timeline FNDB 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: 18,763 shares; 2024Q4: 56,766 shares; 2025Q1: 56,794 shares; 2025Q2: 56,822 shares; 2025Q3: 56,850 shares 56,850 $1.46M 0.01% +28 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,809 shares; 2025Q1: 18,869 shares; 2025Q2: 19,342 shares; 2025Q3: 19,126 shares 19,126 $1.46M 0.01% -216 Timeline IDV 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: 38,923 shares; 2024Q4: 38,932 shares; 2025Q1: 38,794 shares; 2025Q2: 39,737 shares; 2025Q3: 39,744 shares 39,744 $1.45M 0.01% +7 Timeline XPH 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: 38,077 shares; 2024Q4: 37,688 shares; 2025Q1: 37,473 shares; 2025Q2: 36,085 shares; 2025Q3: 30,288 shares 30,288 $1.45M 0.01% -5,797 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 25,443 shares; 2025Q1: 22,991 shares; 2025Q2: 32,604 shares; 2025Q3: 50,420 shares 50,420 $1.45M 0.01% +17,816 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: 1,860 shares; 2024Q4: 1,690 shares; 2025Q1: 1,339 shares; 2025Q2: 1,488 shares; 2025Q3: 1,509 shares 1,509 $1.44M 0.01% +21 Timeline HYMB 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: 62,208 shares; 2025Q1: 62,535 shares; 2025Q2: 60,979 shares; 2025Q3: 57,711 shares 57,711 $1.44M 0.01% -3,268 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,515 shares; 2025Q1: 2,539 shares; 2025Q2: 2,689 shares; 2025Q3: 2,711 shares 2,711 $1.44M 0.01% +22 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,052 shares; 2025Q1: 30,603 shares; 2025Q2: 26,109 shares; 2025Q3: 61,854 shares 61,854 $1.43M 0.01% +35,745 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,517 shares; 2024Q4: 14,832 shares; 2025Q1: 13,915 shares; 2025Q2: 17,623 shares; 2025Q3: 17,136 shares 17,136 $1.43M 0.01% -487 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: 10,724 shares; 2024Q4: 18,389 shares; 2025Q1: 18,589 shares; 2025Q2: 18,618 shares; 2025Q3: 24,862 shares 24,862 $1.42M 0.01% +6,244 Timeline FBT 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: 7,411 shares; 2024Q4: 7,452 shares; 2025Q1: 7,452 shares; 2025Q2: 8,051 shares; 2025Q3: 7,945 shares 7,945 $1.42M 0.01% -106 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 13,606 shares; 2025Q1: 13,623 shares; 2025Q2: 13,637 shares; 2025Q3: 13,655 shares 13,655 $1.42M 0.01% +18 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,854 shares; 2024Q4: 63,363 shares; 2025Q1: 61,104 shares; 2025Q2: 58,447 shares; 2025Q3: 81,957 shares 81,957 $1.42M 0.01% +23,510 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: 14,086 shares; 2024Q4: 16,227 shares; 2025Q1: 16,126 shares; 2025Q2: 15,526 shares; 2025Q3: 15,771 shares 15,771 $1.41M 0.01% +245 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,878 shares; 2024Q4: 33,278 shares; 2025Q1: 33,278 shares; 2025Q2: 33,723 shares; 2025Q3: 35,610 shares 35,610 $1.4M 0.01% +1,887 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,938 shares; 2024Q4: 27,373 shares; 2025Q1: 27,097 shares; 2025Q2: 27,911 shares; 2025Q3: 30,087 shares 30,087 $1.4M 0.01% +2,176 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,192 shares; 2025Q1: 14,174 shares; 2025Q2: 14,321 shares; 2025Q3: 13,929 shares 13,929 $1.37M 0.01% -392 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,855 shares; 2025Q1: 6,943 shares; 2025Q2: 7,815 shares; 2025Q3: 14,601 shares 14,601 $1.36M 0.01% +6,786 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: 23,490 shares; 2024Q4: 30,208 shares; 2025Q1: 29,754 shares; 2025Q2: 30,180 shares; 2025Q3: 17,280 shares 17,280 $1.35M 0.01% -12,900 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,614 shares; 2024Q4: 21,964 shares; 2025Q1: 22,056 shares; 2025Q2: 23,853 shares; 2025Q3: 24,355 shares 24,355 $1.35M 0.01% +502 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,350 shares; 2025Q1: 63,487 shares; 2025Q2: 66,617 shares; 2025Q3: 67,939 shares 67,939 $1.35M 0.01% +1,322 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 41 shares; 2025Q2: 198 shares; 2025Q3: 38,637 shares 38,637 $1.34M 0.01% +38,439 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,385 shares; 2025Q1: 120,153 shares; 2025Q2: 115,270 shares; 2025Q3: 114,032 shares 114,032 $1.34M 0.01% -1,238 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,512 shares; 2024Q4: 7,631 shares; 2025Q1: 6,726 shares; 2025Q2: 6,417 shares; 2025Q3: 9,885 shares 9,885 $1.33M 0.01% +3,468 Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,577 shares; 2024Q4: 17,184 shares; 2025Q1: 14,496 shares; 2025Q2: 14,228 shares; 2025Q3: 13,690 shares 13,690 $1.33M 0.01% -538 Timeline XSW 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: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 6,673 shares 6,673 $1.32M 0.01% +6,373 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,795 shares; 2024Q4: 46,707 shares; 2025Q1: 47,217 shares; 2025Q2: 40,749 shares; 2025Q3: 48,153 shares 48,153 $1.32M 0.01% +7,404 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 969 shares; 2025Q1: 973 shares; 2025Q2: 5,914 shares; 2025Q3: 36,758 shares 36,758 $1.3M 0.01% +30,844 Timeline TNGY 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: 142,428 shares; 2025Q3: 141,356 shares 141,356 $1.28M 0.01% -1,072 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,670 shares; 2024Q4: 64,389 shares; 2025Q1: 24,261 shares; 2025Q2: 55,251 shares; 2025Q3: 31,081 shares 31,081 $1.28M 0.01% -24,170 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: 11,201 shares; 2024Q4: 11,947 shares; 2025Q1: 11,327 shares; 2025Q2: 11,482 shares; 2025Q3: 11,075 shares 11,075 $1.27M 0.01% -407 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,314 shares; 2024Q4: 32,598 shares; 2025Q1: 31,781 shares; 2025Q2: 30,933 shares; 2025Q3: 33,554 shares 33,554 $1.27M 0.01% +2,621 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 6,784 shares; 2025Q1: 6,898 shares; 2025Q2: 6,158 shares; 2025Q3: 8,039 shares 8,039 $1.26M 0.01% +1,881 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,266 shares; 2025Q1: 57,411 shares; 2025Q2: 57,563 shares; 2025Q3: 58,194 shares 58,194 $1.26M 0.01% +631 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,957 shares; 2025Q1: 28,723 shares; 2025Q2: 28,723 shares; 2025Q3: 34,320 shares 34,320 $1.26M 0.01% +5,597 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,028 shares; 2025Q2: 8,028 shares; 2025Q3: 32,698 shares 32,698 $1.26M 0.01% +24,670 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,866 shares; 2024Q4: 47,358 shares; 2025Q1: 37,304 shares; 2025Q2: 35,943 shares; 2025Q3: 35,283 shares 35,283 $1.25M 0.01% -660 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,715 shares; 2024Q4: 23,683 shares; 2025Q1: 21,932 shares; 2025Q2: 16,748 shares; 2025Q3: 18,607 shares 18,607 $1.25M 0.01% +1,859 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,725 shares; 2025Q1: 2,756 shares; 2025Q2: 2,611 shares; 2025Q3: 2,590 shares 2,590 $1.25M 0.01% -21 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: 9,630 shares; 2024Q4: 7,026 shares; 2025Q1: 11,084 shares; 2025Q2: 14,318 shares; 2025Q3: 15,115 shares 15,115 $1.25M 0.01% +797 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 2,515 shares; 2025Q1: 2,581 shares; 2025Q2: 2,832 shares; 2025Q3: 2,927 shares 2,927 $1.25M 0.01% +95 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,259 shares; 2025Q1: 1,258 shares; 2025Q2: 1,273 shares; 2025Q3: 1,303 shares 1,303 $1.24M 0.01% +30 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 477 shares; 2025Q1: 474 shares; 2025Q2: 589 shares; 2025Q3: 3,043 shares 3,043 $1.23M 0.01% +2,454 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: 10,532 shares; 2024Q4: 13,712 shares; 2025Q1: 13,598 shares; 2025Q2: 12,637 shares; 2025Q3: 12,189 shares 12,189 $1.23M 0.01% -448 Timeline SHLD 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: 2,500 shares; 2025Q1: 12,293 shares; 2025Q2: 17,293 shares; 2025Q3: 17,323 shares 17,323 $1.22M 0.01% +30 Timeline ITB 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: 10,388 shares; 2024Q4: 10,464 shares; 2025Q1: 10,444 shares; 2025Q2: 10,806 shares; 2025Q3: 11,325 shares 11,325 $1.21M 0.01% +519 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: 13,488 shares; 2024Q4: 14,268 shares; 2025Q1: 11,757 shares; 2025Q2: 11,589 shares; 2025Q3: 12,467 shares 12,467 $1.21M 0.01% +878 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,228 shares; 2024Q4: 25,683 shares; 2025Q1: 26,275 shares; 2025Q2: 29,385 shares; 2025Q3: 27,981 shares 27,981 $1.21M 0.01% -1,404 Timeline GJUL 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: 14,596 shares; 2024Q4: 12,000 shares; 2025Q1: 4,227 shares; 2025Q2: 4,240 shares; 2025Q3: 29,764 shares 29,764 $1.21M 0.01% +25,524 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: 9,704 shares; 2024Q4: 6,792 shares; 2025Q1: 6,851 shares; 2025Q2: 7,980 shares; 2025Q3: 6,686 shares 6,686 $1.19M 0.01% -1,294 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,568 shares; 2025Q1: 2,284 shares; 2025Q2: 1,980 shares; 2025Q3: 1,884 shares 1,884 $1.19M 0.01% -96 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,012 shares; 2024Q4: 76,499 shares; 2025Q1: 100,185 shares; 2025Q2: 36,420 shares; 2025Q3: 34,532 shares 34,532 $1.19M 0.01% -1,888 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 5,871 shares; 2025Q1: 9,917 shares; 2025Q2: 9,010 shares; 2025Q3: 20,767 shares 20,767 $1.18M 0.01% +11,757 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,194 shares; 2024Q4: 14,595 shares; 2025Q1: 18,912 shares; 2025Q2: 15,907 shares; 2025Q3: 13,996 shares 13,996 $1.18M 0.01% -1,911 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 3,876 shares; 2025Q1: 4,116 shares; 2025Q2: 5,059 shares; 2025Q3: 4,371 shares 4,371 $1.17M 0.01% -688 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,501 shares; 2024Q4: 20,831 shares; 2025Q1: 13,196 shares; 2025Q2: 15,958 shares; 2025Q3: 18,691 shares 18,691 $1.14M 0.01% +2,733 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 1,293 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 30,862 shares 30,862 $1.12M 0.01% +30,795 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,218 shares; 2024Q4: 23,246 shares; 2025Q1: 26,699 shares; 2025Q2: 18,146 shares; 2025Q3: 16,244 shares 16,244 $1.12M 0.01% -1,902 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,937 shares; 2025Q1: 4,885 shares; 2025Q2: 5,215 shares; 2025Q3: 5,208 shares 5,208 $1.11M 0.01% -7 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,298 shares; 2024Q4: 19,298 shares; 2025Q1: 19,591 shares; 2025Q2: 19,625 shares; 2025Q3: 19,591 shares 19,591 $1.11M 0.01% -34 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 561 shares; 2025Q1: 566 shares; 2025Q2: 589 shares; 2025Q3: 574 shares 574 $1.1M 0.01% -15 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 8,474 shares; 2025Q1: 9,488 shares; 2025Q2: 8,992 shares; 2025Q3: 9,803 shares 9,803 $1.1M 0.01% +811 Timeline SSBI SUMMIT ST BK SANTA ROSA CALI More: the full row for SUMMIT ST BK SANTA ROSA CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,634 shares; 2024Q4: 91,634 shares; 2025Q1: 91,634 shares; 2025Q2: 91,634 shares; 2025Q3: 91,634 shares 91,634 $1.09M 0.01% 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: 21,584 shares; 2024Q4: 21,749 shares; 2025Q1: 21,493 shares; 2025Q2: 22,132 shares; 2025Q3: 21,116 shares 21,116 $1.09M 0.01% -1,016 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,073 shares; 2024Q4: 8,675 shares; 2025Q1: 8,470 shares; 2025Q2: 12,147 shares; 2025Q3: 10,380 shares 10,380 $1.08M 0.01% -1,767 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 686 shares; 2025Q2: 888 shares; 2025Q3: 3,124 shares 3,124 $1.08M 0.01% +2,236 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,827 shares; 2025Q1: 2,871 shares; 2025Q2: 2,953 shares; 2025Q3: 3,251 shares 3,251 $1.08M 0.01% +298 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 9,320 shares; 2025Q1: 9,332 shares; 2025Q2: 8,889 shares; 2025Q3: 8,831 shares 8,831 $1.08M 0.01% -58 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,508 shares; 2024Q4: 18,889 shares; 2025Q1: 18,073 shares; 2025Q2: 15,760 shares; 2025Q3: 15,023 shares 15,023 $1.08M 0.01% -737 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 7,929 shares; 2025Q1: 6,900 shares; 2025Q2: 7,194 shares; 2025Q3: 7,744 shares 7,744 $1.08M 0.01% +550 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,826 shares; 2024Q4: 41,207 shares; 2025Q1: 36,261 shares; 2025Q2: 36,099 shares; 2025Q3: 35,795 shares 35,795 $1.08M 0.01% -304 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,953 shares; 2025Q1: 22,062 shares; 2025Q2: 21,085 shares; 2025Q3: 21,419 shares 21,419 $1.08M 0.01% +334 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,405 shares; 2025Q1: 2,409 shares; 2025Q2: 3,079 shares; 2025Q3: 7,053 shares 7,053 $1.07M 0.01% +3,974 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 5,239 shares; 2025Q1: 5,000 shares; 2025Q2: 4,679 shares; 2025Q3: 4,765 shares 4,765 $1.07M 0.01% +86 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,279 shares; 2024Q4: 20,070 shares; 2025Q1: 19,058 shares; 2025Q2: 17,161 shares; 2025Q3: 17,273 shares 17,273 $1.07M 0.01% +112 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,370 shares; 2024Q4: 28,104 shares; 2025Q1: 27,100 shares; 2025Q2: 28,803 shares; 2025Q3: 39,392 shares 39,392 $1.07M 0.01% +10,589 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 12,291 shares; 2025Q1: 11,984 shares; 2025Q2: 17,843 shares; 2025Q3: 18,892 shares 18,892 $1.07M 0.01% +1,049 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,238 shares; 2024Q4: 24,263 shares; 2025Q1: 24,263 shares; 2025Q2: 24,263 shares; 2025Q3: 24,358 shares 24,358 $1.07M 0.01% +95 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: 5,550 shares; 2024Q4: 6,438 shares; 2025Q1: 6,399 shares; 2025Q2: 6,359 shares; 2025Q3: 6,509 shares 6,509 $1.07M 0.01% +150 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,125 shares; 2024Q4: 36,083 shares; 2025Q1: 36,125 shares; 2025Q2: 38,097 shares; 2025Q3: 23,074 shares 23,074 $1.07M 0.01% -15,023 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,331 shares; 2024Q4: 33,746 shares; 2025Q1: 11,118 shares; 2025Q2: 11,200 shares; 2025Q3: 11,029 shares 11,029 $1.06M 0.01% -171 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,179 shares; 2024Q4: 77,697 shares; 2025Q1: 63,586 shares; 2025Q2: 63,586 shares; 2025Q3: 63,586 shares 63,586 $1.06M 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,623 shares; 2024Q4: 9,530 shares; 2025Q1: 9,519 shares; 2025Q2: 7,903 shares; 2025Q3: 7,621 shares 7,621 $1.05M 0.01% -282 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 13,710 shares; 2025Q1: 13,713 shares; 2025Q2: 13,760 shares; 2025Q3: 13,333 shares 13,333 $1.05M 0.01% -427 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,514 shares; 2025Q1: 3,533 shares; 2025Q2: 3,505 shares; 2025Q3: 3,504 shares 3,504 $1.03M 0.01% -1 Timeline RSPT 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: 20,494 shares; 2024Q4: 24,125 shares; 2025Q1: 24,077 shares; 2025Q2: 23,120 shares; 2025Q3: 23,123 shares 23,123 $1.03M 0.01% +3 Timeline PYZ 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: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 9,925 shares; 2025Q3: 9,725 shares 9,725 $1.03M 0.01% -200 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 975 shares; 2025Q1: 967 shares; 2025Q2: 1,173 shares; 2025Q3: 3,444 shares 3,444 $1.03M 0.01% +2,271 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: 4,221 shares; 2024Q4: 4,310 shares; 2025Q1: 4,504 shares; 2025Q2: 8,377 shares; 2025Q3: 8,118 shares 8,118 $1.02M 0.01% -259 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 21 shares; 2025Q2: 233 shares; 2025Q3: 5,922 shares 5,922 $1.02M 0.01% +5,689 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: 6,812 shares; 2024Q4: 7,252 shares; 2025Q1: 6,762 shares; 2025Q2: 7,465 shares; 2025Q3: 9,849 shares 9,849 $1.02M 0.01% +2,384 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,874 shares; 2025Q1: 2,836 shares; 2025Q2: 3,171 shares; 2025Q3: 4,702 shares 4,702 $1.02M 0.01% +1,531 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,239 shares; 2025Q1: 26,939 shares; 2025Q2: 26,738 shares; 2025Q3: 20,438 shares 20,438 $1.02M 0.01% -6,300 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,056 shares; 2025Q1: 11,791 shares; 2025Q2: 12,405 shares; 2025Q3: 12,122 shares 12,122 $1.02M 0.01% -283 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 13,020 shares; 2025Q1: 12,934 shares; 2025Q2: 11,915 shares; 2025Q3: 13,010 shares 13,010 $1.01M 0.01% +1,095 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: 6,475 shares; 2024Q4: 6,503 shares; 2025Q1: 6,503 shares; 2025Q2: 3,296 shares; 2025Q3: 3,266 shares 3,266 $1.01M 0.01% -30 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,004 shares; 2024Q4: 29,860 shares; 2025Q1: 28,892 shares; 2025Q2: 29,863 shares; 2025Q3: 38,326 shares 38,326 $1.01M 0.01% +8,463 Timeline IXN 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: 8,735 shares; 2024Q4: 10,107 shares; 2025Q1: 8,614 shares; 2025Q2: 9,762 shares; 2025Q3: 9,762 shares 9,762 $1.01M 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,828 shares; 2024Q4: 17,333 shares; 2025Q1: 17,340 shares; 2025Q2: 17,348 shares; 2025Q3: 17,101 shares 17,101 $1M 0.01% -247 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 10,224 shares; 2025Q3: 10,088 shares 10,088 $1M 0.01% -136 Timeline GFEB 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: 31,204 shares; 2024Q4: 33,118 shares; 2025Q1: 24,806 shares; 2025Q2: 24,658 shares; 2025Q3: 24,658 shares 24,658 $1M 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 525 shares; 2025Q1: 576 shares; 2025Q2: 647 shares; 2025Q3: 759 shares 759 $1000K 0.01% +112 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 2,210 shares; 2025Q1: 2,474 shares; 2025Q2: 2,718 shares; 2025Q3: 2,954 shares 2,954 $997K 0.01% +236 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 4,165 shares; 2025Q1: 4,328 shares; 2025Q2: 4,762 shares; 2025Q3: 5,975 shares 5,975 $997K 0.01% +1,213 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 16 shares; 2025Q2: 380 shares; 2025Q3: 10,929 shares 10,929 $992K 0.01% +10,549 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: 1,372 shares; 2024Q4: 1,316 shares; 2025Q1: 1,314 shares; 2025Q2: 1,561 shares; 2025Q3: 1,373 shares 1,373 $986K 0.01% -188 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,556 shares; 2025Q1: 7,516 shares; 2025Q2: 7,586 shares; 2025Q3: 7,561 shares 7,561 $981K 0.01% -25 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 862 shares; 2025Q1: 869 shares; 2025Q2: 1,065 shares; 2025Q3: 1,531 shares 1,531 $978K 0.01% +466 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,408 shares; 2025Q1: 24,439 shares; 2025Q2: 24,546 shares; 2025Q3: 46,035 shares 46,035 $964K 0.01% +21,489 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,911 shares; 2024Q4: 38,185 shares; 2025Q1: 37,509 shares; 2025Q2: 37,596 shares; 2025Q3: 38,485 shares 38,485 $954K 0.01% +889 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 100 shares; 2025Q2: 140 shares; 2025Q3: 5,522 shares 5,522 $950K 0.01% +5,382 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,543 shares; 2024Q4: 24,942 shares; 2025Q1: 24,942 shares; 2025Q2: 25,101 shares; 2025Q3: 24,975 shares 24,975 $946K 0.01% -126 Timeline RPG 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: 19,087 shares; 2024Q4: 19,680 shares; 2025Q1: 19,693 shares; 2025Q2: 19,705 shares; 2025Q3: 19,722 shares 19,722 $941K 0.01% +17 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 333,622 shares; 2025Q1: 310,099 shares; 2025Q2: 269,952 shares; 2025Q3: 25,589 shares 25,589 $939K 0.01% -244,363 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: 9,007 shares; 2024Q4: 9,007 shares; 2025Q1: 9,252 shares; 2025Q2: 9,458 shares; 2025Q3: 9,371 shares 9,371 $935K 0.01% -87 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 14,054 shares; 2025Q1: 13,794 shares; 2025Q2: 13,184 shares; 2025Q3: 12,934 shares 12,934 $933K 0.01% -250 Timeline SSO 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: 8,155 shares; 2024Q4: 8,435 shares; 2025Q1: 8,435 shares; 2025Q2: 8,420 shares; 2025Q3: 8,305 shares 8,305 $931K 0.01% -115 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: 619 shares; 2025Q1: 1,074 shares; 2025Q2: 2,164 shares; 2025Q3: 6,495 shares 6,495 $930K 0.01% +4,331 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,621 shares; 2025Q1: 4,530 shares; 2025Q2: 4,786 shares; 2025Q3: 3,922 shares 3,922 $922K 0.01% -864 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,140 shares; 2024Q4: 31,778 shares; 2025Q1: 6,857 shares; 2025Q2: 6,802 shares; 2025Q3: 6,657 shares 6,657 $920K 0.01% -145 Timeline JVAL 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: 20,250 shares; 2024Q4: 20,250 shares; 2025Q1: 20,250 shares; 2025Q2: 20,350 shares; 2025Q3: 19,350 shares 19,350 $919K 0.01% -1,000 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,256 shares; 2025Q1: 17,026 shares; 2025Q2: 16,573 shares; 2025Q3: 19,563 shares 19,563 $919K 0.01% +2,990 Timeline IWL 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 shares; 2025Q1: 1 shares; 2025Q2: 5,501 shares; 2025Q3: 5,501 shares 5,501 $914K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 880 shares; 2025Q1: 867 shares; 2025Q2: 901 shares; 2025Q3: 4,521 shares 4,521 $906K 0.01% +3,620 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,502 shares; 2025Q1: 15,442 shares; 2025Q2: 15,442 shares; 2025Q3: 15,112 shares 15,112 $905K 0.01% -330 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 49,537 shares; 2025Q2: 56,519 shares; 2025Q3: 63,208 shares 63,208 $904K 0.01% +6,689 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,648 shares; 2025Q1: 2,415 shares; 2025Q2: 2,595 shares; 2025Q3: 3,964 shares 3,964 $903K 0.01% +1,369 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 1,699 shares; 2025Q2: 1,523 shares; 2025Q3: 11,059 shares 11,059 $902K 0.01% +9,536 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327,285 shares; 2024Q4: 1,356,886 shares; 2025Q1: 1,385,050 shares; 2025Q2: 847,553 shares; 2025Q3: 98,492 shares 98,492 $901K 0.01% -749,061 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,127 shares; 2025Q1: 2,794 shares; 2025Q2: 2,933 shares; 2025Q3: 9,497 shares 9,497 $896K 0.01% +6,564 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,152 shares; 2024Q4: 9,152 shares; 2025Q1: 9,152 shares; 2025Q2: 11,057 shares; 2025Q3: 11,057 shares 11,057 $895K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,632 shares; 2024Q4: 20,885 shares; 2025Q1: 20,579 shares; 2025Q2: 20,164 shares; 2025Q3: 21,432 shares 21,432 $895K 0.01% +1,268 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 829 shares; 2025Q1: 836 shares; 2025Q2: 873 shares; 2025Q3: 3,111 shares 3,111 $891K 0.01% +2,238 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,398 shares; 2024Q4: 56,700 shares; 2025Q1: 56,914 shares; 2025Q2: 57,924 shares; 2025Q3: 55,200 shares 55,200 $889K 0.01% -2,724 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: 6,229 shares; 2024Q4: 6,371 shares; 2025Q1: 6,513 shares; 2025Q2: 6,406 shares; 2025Q3: 6,552 shares 6,552 $887K 0.01% +146 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,867 shares; 2024Q4: 12,870 shares; 2025Q1: 8,998 shares; 2025Q2: 8,855 shares; 2025Q3: 8,665 shares 8,665 $883K 0.01% -190 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,839 shares; 2024Q4: 36,652 shares; 2025Q1: 36,488 shares; 2025Q2: 32,019 shares; 2025Q3: 38,160 shares 38,160 $875K 0.01% +6,141 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 15,291 shares; 2025Q1: 13,338 shares; 2025Q2: 13,694 shares; 2025Q3: 13,748 shares 13,748 $874K 0.01% +54 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 6,571 shares; 2025Q1: 6,506 shares; 2025Q2: 7,046 shares; 2025Q3: 7,510 shares 7,510 $871K 0.01% +464 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,642 shares; 2025Q1: 8,435 shares; 2025Q2: 7,701 shares; 2025Q3: 10,646 shares 10,646 $864K 0.01% +2,945 Timeline ESGV 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: 3,879 shares; 2024Q4: 8,123 shares; 2025Q1: 7,442 shares; 2025Q2: 7,352 shares; 2025Q3: 7,282 shares 7,282 $863K 0.01% -70 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,215 shares; 2024Q4: 9,877 shares; 2025Q1: 9,364 shares; 2025Q2: 8,069 shares; 2025Q3: 8,395 shares 8,395 $862K 0.01% +326 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,342 shares; 2025Q1: 6,348 shares; 2025Q2: 6,381 shares; 2025Q3: 6,145 shares 6,145 $859K 0.01% -236 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 82 shares; 2025Q3: 5,997 shares 5,997 $857K 0.01% +5,915 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 18 shares; 2025Q2: 133 shares; 2025Q3: 4,960 shares 4,960 $857K 0.01% +4,827 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,454 shares; 2024Q4: 28,417 shares; 2025Q1: 28,417 shares; 2025Q2: 29,097 shares; 2025Q3: 40,656 shares 40,656 $854K 0.01% +11,559 Timeline RSPF 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: 10,516 shares; 2025Q1: 10,163 shares; 2025Q2: 11,340 shares; 2025Q3: 10,965 shares 10,965 $853K 0.01% -375 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 393 shares; 2025Q1: 413 shares; 2025Q2: 390 shares; 2025Q3: 1,506 shares 1,506 $851K 0.01% +1,116 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,496 shares; 2024Q4: 40,758 shares; 2025Q1: 32,609 shares; 2025Q2: 29,379 shares; 2025Q3: 28,935 shares 28,935 $851K 0.01% -444 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 4,179 shares; 2025Q1: 4,867 shares; 2025Q2: 6,091 shares; 2025Q3: 15,255 shares 15,255 $850K 0.01% +9,164 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,038 shares; 2025Q1: 13,038 shares; 2025Q2: 13,154 shares; 2025Q3: 13,284 shares 13,284 $846K 0.01% +130 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,494 shares; 2024Q4: 43,458 shares; 2025Q1: 43,460 shares; 2025Q2: 44,049 shares; 2025Q3: 43,465 shares 43,465 $845K 0.01% -584 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,582 shares; 2024Q4: 21,582 shares; 2025Q1: 21,337 shares; 2025Q2: 21,139 shares; 2025Q3: 21,049 shares 21,049 $843K 0.01% -90 Timeline IXP 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: 6,960 shares; 2024Q4: 6,950 shares; 2025Q1: 6,880 shares; 2025Q2: 6,881 shares; 2025Q3: 6,779 shares 6,779 $838K 0.01% -102 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,045 shares; 2024Q4: 46,921 shares; 2025Q1: 45,306 shares; 2025Q2: 45,594 shares; 2025Q3: 44,763 shares 44,763 $837K 0.01% -831 Timeline IWY 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: 3,965 shares; 2024Q4: 3,915 shares; 2025Q1: 3,013 shares; 2025Q2: 3,037 shares; 2025Q3: 3,013 shares 3,013 $825K 0.01% -24 Timeline AVLC 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: 9,385 shares; 2025Q3: 10,730 shares 10,730 $821K 0.01% +1,345 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,512 shares; 2025Q1: 3,291 shares; 2025Q2: 2,778 shares; 2025Q3: 6,445 shares 6,445 $811K 0.01% +3,667 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 2,456 shares; 2025Q1: 2,451 shares; 2025Q2: 2,428 shares; 2025Q3: 3,363 shares 3,363 $810K 0.01% +935 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 7,952 shares; 2025Q1: 8,610 shares; 2025Q2: 8,632 shares; 2025Q3: 8,205 shares 8,205 $807K 0.01% -427 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,417 shares; 2024Q4: 18,362 shares; 2025Q1: 18,355 shares; 2025Q2: 17,759 shares; 2025Q3: 18,613 shares 18,613 $806K 0.01% +854 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,550 shares; 2024Q4: 13,055 shares; 2025Q1: 12,057 shares; 2025Q2: 11,748 shares; 2025Q3: 11,957 shares 11,957 $800K 0.01% +209 Timeline IDEV 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: 9,066 shares; 2024Q4: 9,386 shares; 2025Q1: 9,400 shares; 2025Q2: 9,893 shares; 2025Q3: 9,960 shares 9,960 $798K <0.01% +67 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 169 shares; 2025Q3: 340 shares 340 $795K <0.01% +171 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,724 shares; 2024Q4: 5,553 shares; 2025Q1: 5,693 shares; 2025Q2: 5,972 shares; 2025Q3: 6,919 shares 6,919 $793K <0.01% +947 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,961 shares; 2024Q4: 11,109 shares; 2025Q1: 11,112 shares; 2025Q2: 11,277 shares; 2025Q3: 10,996 shares 10,996 $793K <0.01% -281 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: not reported; 2024Q4: 40,552 shares; 2025Q1: 41,585 shares; 2025Q2: 41,382 shares; 2025Q3: 39,840 shares 39,840 $790K <0.01% -1,542 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,548 shares; 2025Q1: 2,554 shares; 2025Q2: 3,111 shares; 2025Q3: 3,074 shares 3,074 $789K <0.01% -37 Timeline ISTB 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: 12,746 shares; 2025Q1: 13,550 shares; 2025Q2: 13,902 shares; 2025Q3: 16,122 shares 16,122 $787K <0.01% +2,220 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,154 shares; 2024Q4: 8,135 shares; 2025Q1: 8,126 shares; 2025Q2: 8,068 shares; 2025Q3: 7,914 shares 7,914 $780K <0.01% -154 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 6,372 shares; 2025Q1: 7,039 shares; 2025Q2: 6,882 shares; 2025Q3: 8,665 shares 8,665 $780K <0.01% +1,783 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 2,372 shares; 2025Q2: 2,510 shares; 2025Q3: 3,544 shares 3,544 $772K <0.01% +1,034 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,300 shares; 2025Q1: 6,270 shares; 2025Q2: 7,140 shares; 2025Q3: 7,047 shares 7,047 $767K <0.01% -93 Timeline IHF 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: 18,562 shares; 2024Q4: 17,126 shares; 2025Q1: 16,784 shares; 2025Q2: 19,322 shares; 2025Q3: 15,496 shares 15,496 $765K <0.01% -3,826 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 135 shares; 2025Q2: 371 shares; 2025Q3: 7,343 shares 7,343 $761K <0.01% +6,972 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: 3,494 shares; 2024Q4: 4,305 shares; 2025Q1: 4,365 shares; 2025Q2: 3,575 shares; 2025Q3: 3,219 shares 3,219 $760K <0.01% -356 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: 25,495 shares; 2024Q4: 19,099 shares; 2025Q1: 10,949 shares; 2025Q2: 10,119 shares; 2025Q3: 13,167 shares 13,167 $757K <0.01% +3,048 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,319 shares; 2024Q4: 6,410 shares; 2025Q1: 6,442 shares; 2025Q2: 6,262 shares; 2025Q3: 7,196 shares 7,196 $756K <0.01% +934 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,139 shares; 2024Q4: 13,658 shares; 2025Q1: 14,791 shares; 2025Q2: 16,808 shares; 2025Q3: 16,464 shares 16,464 $753K <0.01% -344 Timeline PRFZ 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: 9,853 shares; 2024Q4: 15,733 shares; 2025Q1: 15,733 shares; 2025Q2: 15,563 shares; 2025Q3: 16,563 shares 16,563 $752K <0.01% +1,000 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,470 shares; 2025Q2: 2,676 shares; 2025Q3: 3,053 shares 3,053 $752K <0.01% +377 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,570 shares; 2025Q1: 5,655 shares; 2025Q2: 5,649 shares; 2025Q3: 5,662 shares 5,662 $750K <0.01% +13 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,135 shares; 2025Q1: 2,285 shares; 2025Q2: 2,528 shares; 2025Q3: 2,519 shares 2,519 $746K <0.01% -9 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 6,808 shares; 2025Q1: 6,567 shares; 2025Q2: 6,694 shares; 2025Q3: 4,252 shares 4,252 $744K <0.01% -2,442 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,527 shares; 2024Q4: 22,527 shares; 2025Q1: 22,527 shares; 2025Q2: 22,567 shares; 2025Q3: 22,527 shares 22,527 $742K <0.01% -40 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,372 shares; 2025Q1: 1,361 shares; 2025Q2: 1,381 shares; 2025Q3: 1,363 shares 1,363 $740K <0.01% -18 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,864 shares; 2025Q1: 1,805 shares; 2025Q2: 1,922 shares; 2025Q3: 2,701 shares 2,701 $739K <0.01% +779 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 7,812 shares; 2025Q1: 7,812 shares; 2025Q2: 7,816 shares; 2025Q3: 8,978 shares 8,978 $738K <0.01% +1,162 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,625 shares; 2024Q4: 9,994 shares; 2025Q1: 9,905 shares; 2025Q2: 13,986 shares; 2025Q3: 15,071 shares 15,071 $737K <0.01% +1,085 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 6,939 shares; 2025Q1: 6,730 shares; 2025Q2: 6,715 shares; 2025Q3: 6,716 shares 6,716 $737K <0.01% +1 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 14,000 shares; 2025Q1: 9,209 shares; 2025Q2: 9,784 shares; 2025Q3: 10,893 shares 10,893 $736K <0.01% +1,109 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: 4,865 shares; 2024Q4: 4,914 shares; 2025Q1: 5,143 shares; 2025Q2: 5,401 shares; 2025Q3: 8,069 shares 8,069 $732K <0.01% +2,668 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 3,566 shares; 2025Q1: 3,044 shares; 2025Q2: 4,145 shares; 2025Q3: 8,025 shares 8,025 $730K <0.01% +3,880 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 4,415 shares; 2025Q1: 4,637 shares; 2025Q2: 4,624 shares; 2025Q3: 5,260 shares 5,260 $729K <0.01% +636 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 8,723 shares; 2025Q1: 8,497 shares; 2025Q2: 9,544 shares; 2025Q3: 8,698 shares 8,698 $726K <0.01% -846 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 1,896 shares; 2025Q1: 1,918 shares; 2025Q2: 2,127 shares; 2025Q3: 1,846 shares 1,846 $723K <0.01% -281 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 9,805 shares; 2025Q1: 9,264 shares; 2025Q2: 7,907 shares; 2025Q3: 8,137 shares 8,137 $721K <0.01% +230 Timeline CVM CEL-SCI CORP More: the full row for CEL-SCI 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: 64,933 shares; 2025Q3: 76,861 shares 76,861 $707K <0.01% +11,928 Timeline AOM 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: 16,198 shares; 2025Q1: 16,106 shares; 2025Q2: 14,851 shares; 2025Q3: 14,782 shares 14,782 $703K <0.01% -69 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: 14,225 shares; 2024Q4: 15,887 shares; 2025Q1: 13,791 shares; 2025Q2: 11,794 shares; 2025Q3: 11,806 shares 11,806 $702K <0.01% +12 Timeline EMB 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: 6,885 shares; 2025Q1: 7,085 shares; 2025Q2: 6,569 shares; 2025Q3: 7,338 shares 7,338 $699K <0.01% +769 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: 5,358 shares; 2024Q4: 5,413 shares; 2025Q1: 5,043 shares; 2025Q2: 5,059 shares; 2025Q3: 5,764 shares 5,764 $691K <0.01% +705 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,846 shares; 2025Q1: 2,845 shares; 2025Q2: 2,825 shares; 2025Q3: 2,830 shares 2,830 $691K <0.01% +5 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: 2,745 shares; 2024Q4: 2,754 shares; 2025Q1: 3,451 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares 3,460 $690K <0.01% 0 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: not reported; 2024Q4: 1,509 shares; 2025Q1: 1,665 shares; 2025Q2: 1,563 shares; 2025Q3: 1,733 shares 1,733 $687K <0.01% +170 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 16,034 shares; 2025Q1: 16,036 shares; 2025Q2: 16,017 shares; 2025Q3: 15,981 shares 15,981 $686K <0.01% -36 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 2,873 shares; 2025Q1: 2,878 shares; 2025Q2: 2,540 shares; 2025Q3: 3,598 shares 3,598 $686K <0.01% +1,058 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: not reported; 2024Q4: 14,109 shares; 2025Q1: 9,638 shares; 2025Q2: 13,859 shares; 2025Q3: 13,534 shares 13,534 $685K <0.01% -325 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 7,850 shares; 2025Q1: 7,678 shares; 2025Q2: 7,648 shares; 2025Q3: 7,657 shares 7,657 $682K <0.01% +9 Timeline LFMD LIFEMD INC More: the full row for LIFEMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares 100,000 $679K <0.01% 0 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI 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: 46,526 shares; 2025Q1: 46,526 shares; 2025Q2: 46,526 shares; 2025Q3: 46,526 shares 46,526 $676K <0.01% 0 Timeline CLOI 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: 1,208 shares; 2025Q1: 7,234 shares; 2025Q2: 10,721 shares; 2025Q3: 12,709 shares 12,709 $675K <0.01% +1,988 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: 21,503 shares; 2024Q4: 65,059 shares; 2025Q1: 66,039 shares; 2025Q2: 67,245 shares; 2025Q3: 68,758 shares 68,758 $673K <0.01% +1,513 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,126 shares; 2024Q4: 39,332 shares; 2025Q1: 2,887 shares; 2025Q2: 4,594 shares; 2025Q3: 4,442 shares 4,442 $670K <0.01% -152 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,106 shares 13,106 $668K <0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,570 shares; 2024Q4: 23,355 shares; 2025Q1: 22,424 shares; 2025Q2: 22,921 shares; 2025Q3: 23,475 shares 23,475 $666K <0.01% +554 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,939 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 3,510 shares 3,510 $665K <0.01% +542 Timeline CSM 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: 8,670 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,670 shares; 2025Q3: 8,670 shares 8,670 $664K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,729 shares; 2025Q1: 10,895 shares; 2025Q2: 11,112 shares; 2025Q3: 7,978 shares 7,978 $659K <0.01% -3,134 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,956 shares; 2025Q1: 6,954 shares; 2025Q2: 7,035 shares; 2025Q3: 7,787 shares 7,787 $657K <0.01% +752 Timeline PAMT PAMT CORP More: the full row for PAMT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,470 shares; 2025Q1: 57,470 shares; 2025Q2: 57,470 shares; 2025Q3: 57,470 shares 57,470 $655K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,376 shares; 2025Q1: 1,439 shares; 2025Q2: 1,465 shares; 2025Q3: 2,167 shares 2,167 $650K <0.01% +702 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 17,464 shares; 2025Q1: 17,252 shares; 2025Q2: 17,647 shares; 2025Q3: 18,487 shares 18,487 $648K <0.01% +840 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,767 shares; 2024Q4: 9,430 shares; 2025Q1: 8,491 shares; 2025Q2: 9,484 shares; 2025Q3: 7,886 shares 7,886 $647K <0.01% -1,598 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: 5,609 shares; 2024Q4: 5,363 shares; 2025Q1: 4,848 shares; 2025Q2: 4,787 shares; 2025Q3: 4,744 shares 4,744 $644K <0.01% -43 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,292 shares; 2024Q4: 34,572 shares; 2025Q1: 35,706 shares; 2025Q2: 37,235 shares; 2025Q3: 39,599 shares 39,599 $643K <0.01% +2,364 Timeline SCMB 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: 23,933 shares; 2025Q1: 24,391 shares; 2025Q2: 24,802 shares; 2025Q3: 24,868 shares 24,868 $637K <0.01% +66 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,187 shares; 2025Q1: 5,217 shares; 2025Q2: 5,420 shares; 2025Q3: 4,953 shares 4,953 $636K <0.01% -467 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,598 shares; 2025Q1: 3,557 shares; 2025Q2: 4,441 shares; 2025Q3: 5,180 shares 5,180 $635K <0.01% +739 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,708 shares; 2025Q1: 2,272 shares; 2025Q2: 2,484 shares; 2025Q3: 3,064 shares 3,064 $634K <0.01% +580 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,499 shares; 2024Q4: 7,069 shares; 2025Q1: 6,848 shares; 2025Q2: 7,366 shares; 2025Q3: 8,377 shares 8,377 $624K <0.01% +1,011 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 952 shares; 2025Q1: 678 shares; 2025Q2: 1,350 shares; 2025Q3: 4,229 shares 4,229 $623K <0.01% +2,879 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: not reported; 2024Q4: 4,745 shares; 2025Q1: 7,925 shares; 2025Q2: 9,449 shares; 2025Q3: 9,182 shares 9,182 $623K <0.01% -267 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,552 shares; 2025Q1: 56,959 shares; 2025Q2: 58,659 shares; 2025Q3: 53,193 shares 53,193 $622K <0.01% -5,466 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,974 shares; 2025Q1: 3,394 shares; 2025Q2: 2,798 shares; 2025Q3: 6,330 shares 6,330 $619K <0.01% +3,532 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,379 shares; 2025Q1: 1,454 shares; 2025Q2: 1,468 shares; 2025Q3: 1,429 shares 1,429 $615K <0.01% -39 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 774 shares; 2025Q1: 752 shares; 2025Q2: 692 shares; 2025Q3: 5,031 shares 5,031 $614K <0.01% +4,339 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: 5,053 shares; 2024Q4: 7,186 shares; 2025Q1: 8,405 shares; 2025Q2: 8,536 shares; 2025Q3: 8,067 shares 8,067 $613K <0.01% -469 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,543 shares; 2024Q4: 6,689 shares; 2025Q1: 5,832 shares; 2025Q2: 5,796 shares; 2025Q3: 6,121 shares 6,121 $612K <0.01% +325 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: not reported; 2024Q4: 16,533 shares; 2025Q1: 13,933 shares; 2025Q2: 13,421 shares; 2025Q3: 12,062 shares 12,062 $612K <0.01% -1,359 Timeline GAPR 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: 22,845 shares; 2024Q4: 13,314 shares; 2025Q1: 13,314 shares; 2025Q2: 16,158 shares; 2025Q3: 15,557 shares 15,557 $611K <0.01% -601 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,429 shares 8,429 $609K <0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 4,473 shares; 2025Q1: 4,416 shares; 2025Q2: 4,775 shares; 2025Q3: 4,286 shares 4,286 $606K <0.01% -489 Timeline IDHQ 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: 42,685 shares; 2024Q4: 26,086 shares; 2025Q1: 20,598 shares; 2025Q2: 18,203 shares; 2025Q3: 17,996 shares 17,996 $606K <0.01% -207 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,157 shares; 2025Q1: 1,237 shares; 2025Q2: 1,211 shares; 2025Q3: 5,091 shares 5,091 $603K <0.01% +3,880 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,856 shares; 2024Q4: 7,856 shares; 2025Q1: 7,856 shares; 2025Q2: 7,856 shares; 2025Q3: 7,856 shares 7,856 $598K <0.01% 0 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 4,694 shares; 2025Q1: 4,702 shares; 2025Q2: 15,418 shares; 2025Q3: 15,576 shares 15,576 $592K <0.01% +158 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,790 shares; 2025Q3: 4,542 shares 4,542 $592K <0.01% +752 Timeline GJUN 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: 40,029 shares; 2024Q4: 24,201 shares; 2025Q1: 10,889 shares; 2025Q2: 15,178 shares; 2025Q3: 15,178 shares 15,178 $590K <0.01% 0 Timeline SCHP 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: 6,662 shares; 2025Q1: 6,254 shares; 2025Q2: 5,936 shares; 2025Q3: 21,846 shares 21,846 $589K <0.01% +15,910 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 5,625 shares; 2025Q1: 5,523 shares; 2025Q2: 5,738 shares; 2025Q3: 5,516 shares 5,516 $588K <0.01% -222 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,556 shares; 2025Q1: 1,562 shares; 2025Q2: 4,759 shares; 2025Q3: 4,884 shares 4,884 $586K <0.01% +125 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: not reported; 2024Q4: 4,320 shares; 2025Q1: 4,392 shares; 2025Q2: 4,761 shares; 2025Q3: 7,726 shares 7,726 $585K <0.01% +2,965 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,759 shares; 2024Q4: 12,577 shares; 2025Q1: 13,990 shares; 2025Q2: 12,049 shares; 2025Q3: 12,325 shares 12,325 $578K <0.01% +276 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 3,211 shares; 2025Q1: 893 shares; 2025Q2: 1,007 shares; 2025Q3: 1,028 shares 1,028 $578K <0.01% +21 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,696 shares; 2024Q4: 9,659 shares; 2025Q1: 9,692 shares; 2025Q2: 9,665 shares; 2025Q3: 9,663 shares 9,663 $574K <0.01% -2 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: 736 shares; 2025Q2: 939 shares; 2025Q3: 2,842 shares 2,842 $573K <0.01% +1,903 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,831 shares; 2025Q1: 3,939 shares; 2025Q2: 4,150 shares; 2025Q3: 6,202 shares 6,202 $573K <0.01% +2,052 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: not reported; 2024Q4: 8,984 shares; 2025Q1: 7,984 shares; 2025Q2: 8,509 shares; 2025Q3: 35,630 shares 35,630 $570K <0.01% +27,121 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,920 shares; 2025Q1: 3,803 shares; 2025Q2: 3,797 shares; 2025Q3: 3,791 shares 3,791 $568K <0.01% -6 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 7,683 shares; 2025Q1: 7,683 shares; 2025Q2: 7,833 shares; 2025Q3: 7,722 shares 7,722 $567K <0.01% -111 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,819 shares; 2024Q4: 20,587 shares; 2025Q1: 20,587 shares; 2025Q2: 18,939 shares; 2025Q3: 18,312 shares 18,312 $565K <0.01% -627 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,068 shares; 2024Q4: 13,588 shares; 2025Q1: 14,940 shares; 2025Q2: 11,400 shares; 2025Q3: 11,902 shares 11,902 $562K <0.01% +502 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,356 shares; 2025Q1: 5,836 shares; 2025Q2: 5,656 shares; 2025Q3: 4,622 shares 4,622 $561K <0.01% -1,034 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,126 shares; 2025Q1: 2,139 shares; 2025Q2: 2,206 shares; 2025Q3: 2,088 shares 2,088 $559K <0.01% -118 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 614 shares; 2025Q3: 598 shares 598 $558K <0.01% -16 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,174 shares; 2025Q1: 72,790 shares; 2025Q2: 8,788 shares; 2025Q3: 11,108 shares 11,108 $553K <0.01% +2,320 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 9,490 shares; 2025Q1: 8,230 shares; 2025Q2: 9,646 shares; 2025Q3: 19,776 shares 19,776 $552K <0.01% +10,130 SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,083 shares; 2025Q1: 4,083 shares; 2025Q2: 4,068 shares; 2025Q3: 4,103 shares 4,103 $552K <0.01% +35 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 4,096 shares; 2025Q1: 2,614 shares; 2025Q2: 2,073 shares; 2025Q3: 1,962 shares 1,962 $549K <0.01% -111 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,570 shares; 2024Q4: 31,014 shares; 2025Q1: 31,077 shares; 2025Q2: 31,121 shares; 2025Q3: 33,871 shares 33,871 $547K <0.01% +2,750 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,078 shares; 2024Q4: 8,124 shares; 2025Q1: 7,582 shares; 2025Q2: 8,072 shares; 2025Q3: 12,389 shares 12,389 $545K <0.01% +4,317 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 198 shares; 2025Q2: 298 shares; 2025Q3: 1,937 shares 1,937 $544K <0.01% +1,639 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,781 shares; 2024Q4: 4,628 shares; 2025Q1: 4,613 shares; 2025Q2: 4,552 shares; 2025Q3: 4,453 shares 4,453 $540K <0.01% -99 Timeline GJAN 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: 6,344 shares; 2024Q4: 6,344 shares; 2025Q1: 67,510 shares; 2025Q2: 61,112 shares; 2025Q3: 12,932 shares 12,932 $539K <0.01% -48,180 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 2,644 shares; 2025Q1: 3,081 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares 2,830 $535K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,731 shares; 2025Q1: 2,716 shares; 2025Q2: 2,862 shares; 2025Q3: 2,889 shares 2,889 $533K <0.01% +27 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 425 shares; 2025Q3: 1,361 shares 1,361 $531K <0.01% +936 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,162 shares; 2024Q4: 11,499 shares; 2025Q1: 9,780 shares; 2025Q2: 6,935 shares; 2025Q3: 6,795 shares 6,795 $530K <0.01% -140 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,951 shares; 2025Q1: 1,890 shares; 2025Q2: 1,747 shares; 2025Q3: 1,620 shares 1,620 $524K <0.01% -127 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,789 shares; 2025Q1: 4,005 shares; 2025Q2: 4,196 shares; 2025Q3: 3,841 shares 3,841 $517K <0.01% -355 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,730 shares; 2025Q1: 1,726 shares; 2025Q2: 1,757 shares; 2025Q3: 1,364 shares 1,364 $514K <0.01% -393 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 11,534 shares; 2025Q1: 11,556 shares; 2025Q2: 11,583 shares; 2025Q3: 11,597 shares 11,597 $514K <0.01% +14 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 9,188 shares; 2025Q1: 9,085 shares; 2025Q2: 9,348 shares; 2025Q3: 11,791 shares 11,791 $512K <0.01% +2,443 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159 shares; 2025Q1: 160 shares; 2025Q2: 234 shares; 2025Q3: 6,972 shares 6,972 $512K <0.01% +6,738 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: 4,570 shares; 2024Q4: 4,484 shares; 2025Q1: 4,391 shares; 2025Q2: 4,556 shares; 2025Q3: 4,493 shares 4,493 $512K <0.01% -63 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 7,782 shares; 2025Q1: 5,446 shares; 2025Q2: 5,434 shares; 2025Q3: 4,947 shares 4,947 $511K <0.01% -487 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,161 shares; 2025Q1: 57,641 shares; 2025Q2: 24,803 shares; 2025Q3: 20,687 shares 20,687 $509K <0.01% -4,116 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 6,207 shares; 2025Q1: 5,053 shares; 2025Q2: 5,563 shares; 2025Q3: 9,555 shares 9,555 $508K <0.01% +3,992 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4,564 shares 4,564 $508K <0.01% +4,560 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 1,380 shares; 2025Q1: 1,631 shares; 2025Q2: 2,010 shares; 2025Q3: 1,953 shares 1,953 $507K <0.01% -57 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,742 shares; 2024Q4: 58,452 shares; 2025Q1: 54,518 shares; 2025Q2: 53,268 shares; 2025Q3: 19,398 shares 19,398 $505K <0.01% -33,870 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: 2,003 shares; 2024Q4: 2,275 shares; 2025Q1: 2,053 shares; 2025Q2: 1,966 shares; 2025Q3: 2,147 shares 2,147 $504K <0.01% +181 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,399 shares; 2025Q1: 11,237 shares; 2025Q2: 11,319 shares; 2025Q3: 11,699 shares 11,699 $504K <0.01% +380 Timeline SHM 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: 71,767 shares; 2025Q1: 73,451 shares; 2025Q2: 10,646 shares; 2025Q3: 10,424 shares 10,424 $503K <0.01% -222 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,250 shares; 2024Q4: 103,250 shares; 2025Q1: 103,250 shares; 2025Q2: 103,250 shares; 2025Q3: 103,250 shares 103,250 $502K <0.01% 0 Timeline IYK 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: 7,161 shares; 2024Q4: 7,211 shares; 2025Q1: 7,237 shares; 2025Q2: 7,274 shares; 2025Q3: 7,316 shares 7,316 $500K <0.01% +42 Timeline COPX 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 8,315 shares 8,315 $497K <0.01% +8,215 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,259 shares; 2024Q4: 13,489 shares; 2025Q1: 6,871 shares; 2025Q2: 6,802 shares; 2025Q3: 6,773 shares 6,773 $494K <0.01% -29 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: 15,303 shares; 2024Q4: 17,097 shares; 2025Q1: 17,096 shares; 2025Q2: 19,063 shares; 2025Q3: 24,190 shares 24,190 $494K <0.01% +5,127 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,277 shares; 2025Q1: 7,617 shares; 2025Q2: 8,783 shares; 2025Q3: 8,263 shares 8,263 $493K <0.01% -520 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,522 shares; 2025Q1: 11,522 shares; 2025Q2: 10,422 shares; 2025Q3: 10,322 shares 10,322 $485K <0.01% -100 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: not reported; 2024Q4: 7,127 shares; 2025Q1: 7,127 shares; 2025Q2: 7,430 shares; 2025Q3: 7,457 shares 7,457 $485K <0.01% +27 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 4,414 shares; 2025Q1: 2,872 shares; 2025Q2: 2,343 shares; 2025Q3: 2,107 shares 2,107 $484K <0.01% -236 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 10,855 shares 10,855 $483K <0.01% +10,602 Timeline MNA NYLIM ETF TR More: the full row for NYLIM 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: 49,236 shares; 2025Q1: 18,081 shares; 2025Q2: 14,092 shares; 2025Q3: 13,355 shares 13,355 $479K <0.01% -737 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: 8,957 shares; 2025Q1: 8,907 shares; 2025Q2: 9,256 shares; 2025Q3: 9,147 shares 9,147 $478K <0.01% -109 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 5,644 shares 5,644 $477K <0.01% +4,585 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,611 shares; 2024Q4: 38,567 shares; 2025Q1: 38,567 shares; 2025Q2: 38,663 shares; 2025Q3: 38,567 shares 38,567 $476K <0.01% -96 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,957 shares; 2025Q1: 4,181 shares; 2025Q2: 4,181 shares; 2025Q3: 3,957 shares 3,957 $475K <0.01% -224 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,019 shares; 2024Q4: 12,903 shares; 2025Q1: 15,134 shares; 2025Q2: 15,750 shares; 2025Q3: 13,780 shares 13,780 $475K <0.01% -1,970 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,365 shares; 2024Q4: 12,488 shares; 2025Q1: 13,229 shares; 2025Q2: 12,619 shares; 2025Q3: 12,391 shares 12,391 $474K <0.01% -228 Timeline TPZ 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: 21,870 shares; 2025Q1: 22,077 shares; 2025Q2: 22,410 shares; 2025Q3: 22,496 shares 22,496 $473K <0.01% +86 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,336 shares; 2025Q1: 14,754 shares; 2025Q2: 14,754 shares; 2025Q3: 13,748 shares 13,748 $470K <0.01% -1,006 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,017 shares; 2024Q4: 8,697 shares; 2025Q1: 8,592 shares; 2025Q2: 8,099 shares; 2025Q3: 7,817 shares 7,817 $470K <0.01% -282 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: 1,170 shares; 2025Q1: 5,111 shares; 2025Q2: 6,643 shares; 2025Q3: 14,902 shares 14,902 $470K <0.01% +8,259 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 3,042 shares; 2025Q1: 3,030 shares; 2025Q2: 3,399 shares; 2025Q3: 3,079 shares 3,079 $468K <0.01% -320 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,030 shares; 2025Q1: 6,884 shares; 2025Q2: 39,310 shares; 2025Q3: 8,197 shares 8,197 $466K <0.01% -31,113 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 13,279 shares; 2025Q1: 13,279 shares; 2025Q2: 15,409 shares; 2025Q3: 15,694 shares 15,694 $465K <0.01% +285 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,110 shares; 2024Q4: 16,110 shares; 2025Q1: 16,110 shares; 2025Q2: 16,110 shares; 2025Q3: 16,110 shares 16,110 $464K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,492 shares; 2025Q1: 2,068 shares; 2025Q2: 2,127 shares; 2025Q3: 1,497 shares 1,497 $462K <0.01% -630 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,876 shares; 2024Q4: 7,320 shares; 2025Q1: 4,042 shares; 2025Q2: 7,204 shares; 2025Q3: 14,161 shares 14,161 $462K <0.01% +6,957 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 10,000 shares 10,000 $461K <0.01% +9,962 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,267 shares; 2025Q1: 1,342 shares; 2025Q2: 1,577 shares; 2025Q3: 2,317 shares 2,317 $458K <0.01% +740 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 7,478 shares; 2025Q1: 8,443 shares; 2025Q2: 7,212 shares; 2025Q3: 12,444 shares 12,444 $457K <0.01% +5,232 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,343 shares; 2024Q4: 23,428 shares; 2025Q1: 23,395 shares; 2025Q2: 23,361 shares; 2025Q3: 23,339 shares 23,339 $457K <0.01% -22 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: not reported; 2024Q4: 3,181 shares; 2025Q1: 5,196 shares; 2025Q2: 5,232 shares; 2025Q3: 11,509 shares 11,509 $456K <0.01% +6,277 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,415 shares; 2025Q1: 12,300 shares; 2025Q2: 11,151 shares; 2025Q3: 12,022 shares 12,022 $454K <0.01% +871 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,362 shares; 2024Q4: 10,362 shares; 2025Q1: 10,362 shares; 2025Q2: 10,664 shares; 2025Q3: 11,212 shares 11,212 $454K <0.01% +548 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,315 shares; 2025Q1: 7,315 shares; 2025Q2: 6,831 shares; 2025Q3: 6,748 shares 6,748 $452K <0.01% -83 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,878 shares; 2024Q4: 13,559 shares; 2025Q1: 13,587 shares; 2025Q2: 14,137 shares; 2025Q3: 11,628 shares 11,628 $451K <0.01% -2,509 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 5,282 shares 5,282 $447K <0.01% +5,100 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,498 shares; 2024Q4: 28,739 shares; 2025Q1: 28,666 shares; 2025Q2: 36,549 shares; 2025Q3: 27,454 shares 27,454 $447K <0.01% -9,095 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,467 shares; 2025Q1: 8,467 shares; 2025Q2: 31,113 shares; 2025Q3: 30,799 shares 30,799 $447K <0.01% -314 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: 14,093 shares; 2024Q4: 11,969 shares; 2025Q1: 17,244 shares; 2025Q2: 11,800 shares; 2025Q3: 11,347 shares 11,347 $445K <0.01% -453 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 9,185 shares; 2025Q1: 8,354 shares; 2025Q2: 8,668 shares; 2025Q3: 9,796 shares 9,796 $443K <0.01% +1,128 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,378 shares; 2025Q1: 2,398 shares; 2025Q2: 3,385 shares; 2025Q3: 3,305 shares 3,305 $441K <0.01% -80 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,432 shares; 2025Q3: 1,978 shares 1,978 $441K <0.01% +546 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 9,803 shares; 2025Q1: 9,803 shares; 2025Q2: 9,803 shares; 2025Q3: 9,803 shares 9,803 $440K <0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,334 shares; 2024Q4: 19,728 shares; 2025Q1: 19,728 shares; 2025Q2: 19,838 shares; 2025Q3: 19,728 shares 19,728 $440K <0.01% -110 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 7,352 shares; 2025Q1: 7,700 shares; 2025Q2: 7,769 shares; 2025Q3: 8,079 shares 8,079 $439K <0.01% +310 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 4,179 shares; 2025Q1: 2,145 shares; 2025Q2: 2,227 shares; 2025Q3: 5,996 shares 5,996 $439K <0.01% +3,769 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 1,503 shares; 2025Q1: 1,979 shares; 2025Q2: 3,817 shares; 2025Q3: 5,191 shares 5,191 $438K <0.01% +1,374 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,141 shares; 2024Q4: 17,176 shares; 2025Q1: 16,631 shares; 2025Q2: 16,768 shares; 2025Q3: 17,739 shares 17,739 $436K <0.01% +971 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,653 shares; 2025Q1: 12,245 shares; 2025Q2: 12,254 shares; 2025Q3: 11,543 shares 11,543 $429K <0.01% -711 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,048 shares; 2025Q1: 1,846 shares; 2025Q2: 1,986 shares; 2025Q3: 2,949 shares 2,949 $427K <0.01% +963 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 391 shares; 2025Q3: 3,331 shares 3,331 $426K <0.01% +2,940 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares 1,070 $425K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,626 shares; 2025Q1: 1,762 shares; 2025Q2: 2,778 shares; 2025Q3: 2,202 shares 2,202 $421K <0.01% -576 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,721 shares 8,721 $420K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 4,626 shares; 2025Q1: 4,506 shares; 2025Q2: 4,850 shares; 2025Q3: 5,751 shares 5,751 $420K <0.01% +901 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,268 shares; 2025Q3: 3,859 shares 3,859 $419K <0.01% +591 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 11,458 shares; 2025Q1: 9,040 shares; 2025Q2: 10,078 shares; 2025Q3: 8,882 shares 8,882 $419K <0.01% -1,196 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,242 shares; 2025Q1: 18,360 shares; 2025Q2: 18,544 shares; 2025Q3: 18,728 shares 18,728 $419K <0.01% +184 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 4,413 shares; 2025Q1: 4,342 shares; 2025Q2: 4,757 shares; 2025Q3: 4,780 shares 4,780 $419K <0.01% +23 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 39 shares; 2025Q2: 89 shares; 2025Q3: 2,132 shares 2,132 $418K <0.01% +2,043 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,005 shares; 2024Q4: 26,688 shares; 2025Q1: 23,002 shares; 2025Q2: 23,650 shares; 2025Q3: 21,294 shares 21,294 $416K <0.01% -2,356 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,059 shares; 2025Q1: 1,061 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares 1,071 $415K <0.01% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 2,775 shares; 2025Q3: 11,939 shares 11,939 $414K <0.01% +9,164 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,923 shares 14,923 $413K <0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,676 shares; 2024Q4: 17,579 shares; 2025Q1: 17,496 shares; 2025Q2: 17,308 shares; 2025Q3: 17,985 shares 17,985 $413K <0.01% +677 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,565 shares; 2024Q4: 11,307 shares; 2025Q1: 11,408 shares; 2025Q2: 11,587 shares; 2025Q3: 18,056 shares 18,056 $411K <0.01% +6,469 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,586 shares; 2024Q4: 3,688 shares; 2025Q1: 3,696 shares; 2025Q2: 4,250 shares; 2025Q3: 4,803 shares 4,803 $408K <0.01% +553 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: 2,455 shares; 2025Q2: 2,432 shares; 2025Q3: 2,963 shares 2,963 $405K <0.01% +531 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,187 shares; 2025Q1: 4,309 shares; 2025Q2: 3,677 shares; 2025Q3: 4,316 shares 4,316 $404K <0.01% +639 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 297 shares; 2025Q1: 294 shares; 2025Q2: 651 shares; 2025Q3: 5,978 shares 5,978 $403K <0.01% +5,327 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 4,544 shares; 2025Q1: 4,491 shares; 2025Q2: 3,976 shares; 2025Q3: 4,765 shares 4,765 $403K <0.01% +789 Timeline VPL 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: 803 shares; 2025Q1: 4,202 shares; 2025Q2: 4,182 shares; 2025Q3: 4,574 shares 4,574 $402K <0.01% +392 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: 37,091 shares; 2024Q4: 39,656 shares; 2025Q1: 35,621 shares; 2025Q2: 15,142 shares; 2025Q3: 15,374 shares 15,374 $401K <0.01% +232 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 5,023 shares; 2025Q1: 5,010 shares; 2025Q2: 5,365 shares; 2025Q3: 5,356 shares 5,356 $398K <0.01% -9 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,610 shares; 2025Q1: 11,211 shares; 2025Q2: 10,542 shares; 2025Q3: 10,642 shares 10,642 $398K <0.01% +100 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: not reported; 2024Q4: 10,248 shares; 2025Q1: 11,008 shares; 2025Q2: 11,045 shares; 2025Q3: 7,807 shares 7,807 $397K <0.01% -3,238 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; 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: 14,835 shares 14,835 $397K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,135 shares; 2025Q1: 3,219 shares; 2025Q2: 3,408 shares; 2025Q3: 2,780 shares 2,780 $396K <0.01% -628 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 2,716 shares 2,716 $395K <0.01% +2,468 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,990 shares; 2025Q1: 1,970 shares; 2025Q2: 2,106 shares; 2025Q3: 1,970 shares 1,970 $395K <0.01% -136 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 5,763 shares; 2025Q1: 5,469 shares; 2025Q2: 5,263 shares; 2025Q3: 8,996 shares 8,996 $395K <0.01% +3,733 Timeline RSPG 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: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,045 shares; 2025Q3: 4,946 shares 4,946 $394K <0.01% -99 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,915 shares; 2025Q3: 2,900 shares 2,900 $390K <0.01% -15 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,525 shares; 2025Q1: 5,552 shares; 2025Q2: 4,798 shares; 2025Q3: 4,914 shares 4,914 $388K <0.01% +116 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,206 shares; 2025Q1: 11,105 shares; 2025Q2: 10,978 shares; 2025Q3: 11,130 shares 11,130 $386K <0.01% +152 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,135 shares; 2025Q1: 1,089 shares; 2025Q2: 1,171 shares; 2025Q3: 1,116 shares 1,116 $386K <0.01% -55 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,720 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares 12,980 $384K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 3,833 shares; 2025Q1: 3,780 shares; 2025Q2: 3,898 shares; 2025Q3: 3,835 shares 3,835 $384K <0.01% -63 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 3,371 shares; 2025Q1: 3,336 shares; 2025Q2: 3,498 shares; 2025Q3: 3,577 shares 3,577 $382K <0.01% +79 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,929 shares; 2025Q1: 3,697 shares; 2025Q2: 3,697 shares; 2025Q3: 3,697 shares 3,697 $382K <0.01% 0 Timeline SLVP 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: 5,243 shares; 2025Q1: 5,243 shares; 2025Q2: 10,097 shares; 2025Q3: 13,868 shares 13,868 $380K <0.01% +3,771 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,665 shares; 2025Q1: 3,644 shares; 2025Q2: 3,900 shares; 2025Q3: 3,721 shares 3,721 $376K <0.01% -179 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,412 shares; 2025Q1: 19,322 shares; 2025Q2: 19,322 shares; 2025Q3: 9,888 shares 9,888 $376K <0.01% -9,434 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,574 shares; 2025Q1: 2,558 shares; 2025Q2: 3,056 shares; 2025Q3: 3,813 shares 3,813 $376K <0.01% +757 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 11,550 shares; 2025Q3: 11,587 shares 11,587 $376K <0.01% +37 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,822 shares; 2025Q1: 5,912 shares; 2025Q2: 4,907 shares; 2025Q3: 4,015 shares 4,015 $375K <0.01% -892 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 6,712 shares 6,712 $374K <0.01% +6,504 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: 1,792 shares; 2025Q1: 3,653 shares; 2025Q2: 3,653 shares; 2025Q3: 6,009 shares 6,009 $374K <0.01% +2,356 Timeline FXD 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: 13,781 shares; 2024Q4: 9,113 shares; 2025Q1: 6,915 shares; 2025Q2: 5,857 shares; 2025Q3: 5,473 shares 5,473 $373K <0.01% -384 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,202 shares; 2025Q3: 3,200 shares 3,200 $373K <0.01% -2 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 311 shares; 2025Q2: 6,514 shares; 2025Q3: 6,578 shares 6,578 $373K <0.01% +64 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,219 shares; 2025Q1: 8,475 shares; 2025Q2: 9,594 shares; 2025Q3: 9,188 shares 9,188 $372K <0.01% -406 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 5,146 shares; 2025Q1: 4,593 shares; 2025Q2: 4,471 shares; 2025Q3: 4,478 shares 4,478 $370K <0.01% +7 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,519 shares; 2025Q1: 550 shares; 2025Q2: 2,774 shares; 2025Q3: 45,205 shares 45,205 $370K <0.01% +42,431 AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,533 shares; 2024Q4: 100,590 shares; 2025Q1: 26,023 shares; 2025Q2: 24,177 shares; 2025Q3: 24,122 shares 24,122 $368K <0.01% -55 OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 865 shares; 2025Q2: 802 shares; 2025Q3: 3,295 shares 3,295 $368K <0.01% +2,493 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 7,970 shares; 2025Q1: 8,578 shares; 2025Q2: 8,092 shares; 2025Q3: 8,020 shares 8,020 $367K <0.01% -72 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,183 shares; 2024Q4: 29,549 shares; 2025Q1: 29,494 shares; 2025Q2: 29,558 shares; 2025Q3: 29,967 shares 29,967 $366K <0.01% +409 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,625 shares; 2024Q4: 11,625 shares; 2025Q1: 11,625 shares; 2025Q2: 11,645 shares; 2025Q3: 11,625 shares 11,625 $366K <0.01% -20 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,906 shares; 2025Q1: 5,781 shares; 2025Q2: 5,753 shares; 2025Q3: 5,766 shares 5,766 $365K <0.01% +13 Timeline FXI 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: 10,450 shares; 2024Q4: 9,916 shares; 2025Q1: 9,983 shares; 2025Q2: 9,408 shares; 2025Q3: 8,833 shares 8,833 $363K <0.01% -575 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,217 shares; 2025Q1: 6,217 shares; 2025Q2: 6,035 shares; 2025Q3: 8,222 shares 8,222 $363K <0.01% +2,187 Timeline ESML 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: 4,335 shares; 2025Q1: 4,038 shares; 2025Q2: 4,135 shares; 2025Q3: 8,017 shares 8,017 $361K <0.01% +3,882 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 10,444 shares; 2025Q1: 10,380 shares; 2025Q2: 10,246 shares; 2025Q3: 10,246 shares 10,246 $361K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 3,887 shares; 2025Q1: 3,885 shares; 2025Q2: 4,825 shares; 2025Q3: 4,277 shares 4,277 $360K <0.01% -548 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 4,937 shares; 2025Q1: 4,960 shares; 2025Q2: 4,729 shares; 2025Q3: 4,765 shares 4,765 $358K <0.01% +36 Timeline