SSD SIMPSON MFG INC More: the full row for SIMPSON MFG 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: 8,147 shares; 2025Q3: 8,234 shares 8,234 $1.38M 0.03% +87 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,864 shares; 2025Q1: 3,152 shares; 2025Q2: 34,979 shares; 2025Q3: 15,696 shares 15,696 $1.38M 0.03% -19,283 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,538 shares 9,538 $1.36M 0.03% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,499 shares; 2025Q1: 5,244 shares; 2025Q2: 6,248 shares; 2025Q3: 11,495 shares 11,495 $1.36M 0.03% +5,247 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,669 shares; 2025Q1: 4,677 shares; 2025Q2: 4,704 shares; 2025Q3: 5,217 shares 5,217 $1.36M 0.03% +513 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: not reported; 2024Q4: 2,798 shares; 2025Q1: 2,760 shares; 2025Q2: 2,721 shares; 2025Q3: 9,565 shares 9,565 $1.35M 0.03% +6,844 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,450 shares; 2024Q4: 12,450 shares; 2025Q1: 12,450 shares; 2025Q2: 12,450 shares; 2025Q3: 28,075 shares 28,075 $1.33M 0.03% +15,625 Timeline AIRR 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: 6,507 shares; 2025Q1: 10,260 shares; 2025Q2: 10,526 shares; 2025Q3: 13,754 shares 13,754 $1.33M 0.03% +3,228 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD 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: 54,988 shares; 2025Q2: 54,464 shares; 2025Q3: 54,756 shares 54,756 $1.32M 0.03% +292 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: 15,099 shares; 2024Q4: 15,385 shares; 2025Q1: 3,814 shares; 2025Q2: 13,116 shares; 2025Q3: 11,728 shares 11,728 $1.32M 0.03% -1,388 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 8,954 shares; 2025Q1: 9,951 shares; 2025Q2: 9,711 shares; 2025Q3: 11,736 shares 11,736 $1.31M 0.03% +2,025 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,822 shares; 2024Q4: 41,264 shares; 2025Q1: 43,225 shares; 2025Q2: 22,454 shares; 2025Q3: 20,145 shares 20,145 $1.3M 0.03% -2,309 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: 6,536 shares; 2024Q4: 6,986 shares; 2025Q1: 9,617 shares; 2025Q2: 3,189 shares; 2025Q3: 4,020 shares 4,020 $1.3M 0.03% +831 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: 1,166 shares; 2024Q4: 2,742 shares; 2025Q1: 3,273 shares; 2025Q2: 3,992 shares; 2025Q3: 4,361 shares 4,361 $1.3M 0.03% +369 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 23,982 shares; 2025Q1: 21,293 shares; 2025Q2: 19,623 shares; 2025Q3: 16,885 shares 16,885 $1.29M 0.03% -2,738 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,285 shares; 2024Q4: 39,187 shares; 2025Q1: 38,694 shares; 2025Q2: 44,716 shares; 2025Q3: 54,398 shares 54,398 $1.28M 0.03% +9,682 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: 9,500 shares; 2024Q4: 9,044 shares; 2025Q1: 9,044 shares; 2025Q2: 9,044 shares; 2025Q3: 9,415 shares 9,415 $1.28M 0.03% +371 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,713 shares; 2025Q1: 2,704 shares; 2025Q2: 2,782 shares; 2025Q3: 2,743 shares 2,743 $1.27M 0.03% -39 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,457 shares; 2025Q2: 16,153 shares; 2025Q3: 17,392 shares 17,392 $1.27M 0.03% +1,239 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 6,452 shares; 2025Q1: 10,038 shares; 2025Q2: 6,925 shares; 2025Q3: 9,335 shares 9,335 $1.27M 0.03% +2,410 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: 13,646 shares; 2024Q4: 11,941 shares; 2025Q1: 13,183 shares; 2025Q2: 13,259 shares; 2025Q3: 12,875 shares 12,875 $1.27M 0.03% -384 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,295 shares; 2025Q1: 4,267 shares; 2025Q2: 4,100 shares; 2025Q3: 18,799 shares 18,799 $1.26M 0.03% +14,699 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 780 shares; 2025Q1: 988 shares; 2025Q2: 1,472 shares; 2025Q3: 1,532 shares 1,532 $1.26M 0.03% +60 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: 45,269 shares; 2024Q4: 47,308 shares; 2025Q1: 52,234 shares; 2025Q2: 91,275 shares; 2025Q3: 105,395 shares 105,395 $1.26M 0.03% +14,120 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,463 shares; 2024Q4: 8,081 shares; 2025Q1: 5,096 shares; 2025Q2: 5,760 shares; 2025Q3: 5,195 shares 5,195 $1.24M 0.03% -565 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 6,745 shares; 2025Q1: 4,072 shares; 2025Q2: 2,884 shares; 2025Q3: 5,122 shares 5,122 $1.24M 0.03% +2,238 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: 24,151 shares; 2024Q4: 27,539 shares; 2025Q1: 28,637 shares; 2025Q2: 27,882 shares; 2025Q3: 32,088 shares 32,088 $1.23M 0.03% +4,206 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: 4,879 shares; 2024Q4: 5,819 shares; 2025Q1: 5,302 shares; 2025Q2: 3,801 shares; 2025Q3: 6,076 shares 6,076 $1.22M 0.03% +2,275 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: 19,517 shares; 2024Q4: 19,138 shares; 2025Q1: 17,959 shares; 2025Q2: 20,129 shares; 2025Q3: 34,463 shares 34,463 $1.22M 0.03% +14,334 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,386 shares; 2025Q1: 5,207 shares; 2025Q2: 5,656 shares; 2025Q3: 6,427 shares 6,427 $1.22M 0.03% +771 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,470 shares; 2025Q1: 6,366 shares; 2025Q2: 5,880 shares; 2025Q3: 9,199 shares 9,199 $1.22M 0.03% +3,319 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: 9,442 shares; 2024Q4: 9,621 shares; 2025Q1: 11,139 shares; 2025Q2: 15,104 shares; 2025Q3: 26,338 shares 26,338 $1.21M 0.03% +11,234 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 843 shares; 2025Q1: 731 shares; 2025Q2: 1,677 shares; 2025Q3: 1,724 shares 1,724 $1.2M 0.03% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,745 shares; 2025Q3: 28,545 shares 28,545 $1.2M 0.03% -5,200 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,349 shares; 2024Q4: 7,207 shares; 2025Q1: 6,927 shares; 2025Q2: 14,351 shares; 2025Q3: 14,940 shares 14,940 $1.19M 0.03% +589 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 1,998 shares; 2025Q1: 1,760 shares; 2025Q2: 1,312 shares; 2025Q3: 1,739 shares 1,739 $1.19M 0.03% +427 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,216 shares; 2025Q1: 4,729 shares; 2025Q2: 4,057 shares; 2025Q3: 4,244 shares 4,244 $1.19M 0.03% +187 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: 66,302 shares; 2024Q4: 59,541 shares; 2025Q1: 62,013 shares; 2025Q2: 58,240 shares; 2025Q3: 61,022 shares 61,022 $1.19M 0.03% +2,782 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC 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: 22,382 shares; 2025Q2: 30,724 shares; 2025Q3: 34,526 shares 34,526 $1.18M 0.03% +3,802 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,320 shares; 2024Q4: 27,104 shares; 2025Q1: 27,308 shares; 2025Q2: 28,959 shares; 2025Q3: 27,650 shares 27,650 $1.18M 0.03% -1,309 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: 12,843 shares; 2024Q4: 14,818 shares; 2025Q1: 14,118 shares; 2025Q2: 12,924 shares; 2025Q3: 12,907 shares 12,907 $1.18M 0.03% -17 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 13,609 shares; 2025Q1: 3,384 shares; 2025Q2: 3,370 shares; 2025Q3: 2,848 shares 2,848 $1.18M 0.03% -522 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,413 shares; 2025Q1: 2,702 shares; 2025Q2: 2,755 shares; 2025Q3: 3,635 shares 3,635 $1.17M 0.03% +880 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,281 shares; 2025Q1: 2,526 shares; 2025Q2: 3,298 shares; 2025Q3: 3,663 shares 3,663 $1.14M 0.03% +365 Timeline IGF 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: 16,509 shares; 2024Q4: 14,191 shares; 2025Q1: 14,287 shares; 2025Q2: 17,920 shares; 2025Q3: 18,703 shares 18,703 $1.14M 0.03% +783 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: 7,499 shares; 2024Q4: 11,512 shares; 2025Q1: 10,724 shares; 2025Q2: 10,974 shares; 2025Q3: 11,920 shares 11,920 $1.14M 0.03% +946 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,608 shares; 2025Q3: 10,113 shares 10,113 $1.14M 0.03% +5,505 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,965 shares; 2025Q1: 2,066 shares; 2025Q2: not reported; 2025Q3: 10,764 shares 10,764 $1.13M 0.03% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,401 shares; 2025Q1: 29,393 shares; 2025Q2: 31,293 shares; 2025Q3: 32,470 shares 32,470 $1.13M 0.03% +1,177 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,611 shares 21,611 $1.12M 0.03% new Timeline SUSL 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: 8,026 shares; 2024Q4: 8,309 shares; 2025Q1: 11,151 shares; 2025Q2: 9,588 shares; 2025Q3: 9,583 shares 9,583 $1.12M 0.03% -5 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: not reported; 2025Q1: not reported; 2025Q2: 3,746 shares; 2025Q3: 3,975 shares 3,975 $1.12M 0.03% +229 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: 31,008 shares; 2024Q4: 30,066 shares; 2025Q1: 29,851 shares; 2025Q2: 30,307 shares; 2025Q3: 32,326 shares 32,326 $1.11M 0.03% +2,019 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: 4,574 shares; 2024Q4: 4,981 shares; 2025Q1: 4,770 shares; 2025Q2: 3,567 shares; 2025Q3: 4,242 shares 4,242 $1.1M 0.03% +675 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: 743 shares; 2024Q4: 820 shares; 2025Q1: not reported; 2025Q2: 5,825 shares; 2025Q3: 3,834 shares 3,834 $1.1M 0.03% -1,991 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,616 shares; 2024Q4: 21,484 shares; 2025Q1: 13,869 shares; 2025Q2: 11,551 shares; 2025Q3: 14,555 shares 14,555 $1.1M 0.03% +3,004 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: 1,823 shares; 2024Q4: 1,628 shares; 2025Q1: 1,391 shares; 2025Q2: 1,736 shares; 2025Q3: 4,543 shares 4,543 $1.09M 0.03% +2,807 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: 1,493 shares; 2024Q4: 1,467 shares; 2025Q1: 2,851 shares; 2025Q2: 3,152 shares; 2025Q3: 3,525 shares 3,525 $1.09M 0.03% +373 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,515 shares; 2025Q3: 27,160 shares 27,160 $1.09M 0.03% -355 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: 5,759 shares; 2024Q4: 5,973 shares; 2025Q1: 9,384 shares; 2025Q2: 11,072 shares; 2025Q3: 24,190 shares 24,190 $1.09M 0.03% +13,118 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,109 shares; 2024Q4: 25,336 shares; 2025Q1: 25,107 shares; 2025Q2: 23,903 shares; 2025Q3: 15,500 shares 15,500 $1.08M 0.03% -8,403 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,646 shares; 2024Q4: 42,898 shares; 2025Q1: 53,126 shares; 2025Q2: 55,769 shares; 2025Q3: 55,856 shares 55,856 $1.08M 0.03% +87 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: 27,057 shares; 2024Q4: 31,217 shares; 2025Q1: 30,415 shares; 2025Q2: 24,880 shares; 2025Q3: 18,678 shares 18,678 $1.07M 0.02% -6,202 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,510 shares; 2025Q2: 27,854 shares; 2025Q3: 21,154 shares 21,154 $1.06M 0.02% -6,700 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 8,768 shares; 2025Q1: 14,512 shares; 2025Q2: 13,910 shares; 2025Q3: 27,866 shares 27,866 $1.06M 0.02% +13,956 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,659 shares; 2024Q4: 20,297 shares; 2025Q1: 21,397 shares; 2025Q2: 21,350 shares; 2025Q3: 22,847 shares 22,847 $1.06M 0.02% +1,497 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 12,552 shares; 2025Q1: 6,481 shares; 2025Q2: 8,524 shares; 2025Q3: 10,806 shares 10,806 $1.06M 0.02% +2,282 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,618 shares; 2025Q1: 4,131 shares; 2025Q2: 2,725 shares; 2025Q3: 4,401 shares 4,401 $1.05M 0.02% +1,676 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 4,900 shares; 2025Q1: 3,249 shares; 2025Q2: 3,226 shares; 2025Q3: 3,276 shares 3,276 $1.05M 0.02% +50 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,302 shares; 2025Q3: 7,595 shares 7,595 $1.04M 0.02% -4,707 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: 12,222 shares; 2024Q4: 11,534 shares; 2025Q1: 14,711 shares; 2025Q2: 13,289 shares; 2025Q3: 11,373 shares 11,373 $1.03M 0.02% -1,916 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,808 shares; 2025Q1: 5,212 shares; 2025Q2: 5,129 shares; 2025Q3: 7,847 shares 7,847 $1.02M 0.02% +2,718 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: 4,099 shares; 2024Q4: 4,086 shares; 2025Q1: 5,462 shares; 2025Q2: 6,651 shares; 2025Q3: 5,713 shares 5,713 $1.02M 0.02% -938 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: 344,599 shares; 2024Q4: 338,198 shares; 2025Q1: 71,652 shares; 2025Q2: 69,935 shares; 2025Q3: 51,496 shares 51,496 $1.02M 0.02% -18,439 Timeline IWB 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: 4,659 shares; 2024Q4: 3,542 shares; 2025Q1: 3,454 shares; 2025Q2: 3,173 shares; 2025Q3: 2,782 shares 2,782 $1.02M 0.02% -391 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 7,810 shares; 2025Q1: 7,173 shares; 2025Q2: 6,389 shares; 2025Q3: 3,915 shares 3,915 $1.02M 0.02% -2,474 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,696 shares; 2025Q2: 5,460 shares; 2025Q3: 6,028 shares 6,028 $1.02M 0.02% +568 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,972 shares; 2024Q4: 46,881 shares; 2025Q1: 40,455 shares; 2025Q2: 40,241 shares; 2025Q3: 34,880 shares 34,880 $1.02M 0.02% -5,361 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: not reported; 2025Q1: not reported; 2025Q2: 1,613 shares; 2025Q3: 2,501 shares 2,501 $1.01M 0.02% +888 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: 801 shares; 2024Q4: 857 shares; 2025Q1: 560 shares; 2025Q2: 573 shares; 2025Q3: 528 shares 528 $1.01M 0.02% -45 Timeline FAPR 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: 6,518 shares; 2024Q4: 6,443 shares; 2025Q1: 6,443 shares; 2025Q2: 28,718 shares; 2025Q3: 23,175 shares 23,175 $1.01M 0.02% -5,543 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 989 shares; 2025Q1: 1,418 shares; 2025Q2: 1,587 shares; 2025Q3: 1,844 shares 1,844 $1.01M 0.02% +257 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 16,324 shares; 2025Q3: 20,915 shares 20,915 $1M 0.02% +4,591 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,613 shares; 2024Q4: 7,227 shares; 2025Q1: 7,867 shares; 2025Q2: 22,198 shares; 2025Q3: 21,561 shares 21,561 $1M 0.02% -637 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 11,616 shares; 2025Q1: 11,598 shares; 2025Q2: 10,796 shares; 2025Q3: 11,266 shares 11,266 $1000K 0.02% +470 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: 8,026 shares; 2024Q4: 16,299 shares; 2025Q1: 20,888 shares; 2025Q2: 21,917 shares; 2025Q3: 25,423 shares 25,423 $997K 0.02% +3,506 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,193 shares; 2025Q1: 4,288 shares; 2025Q2: 3,352 shares; 2025Q3: 3,811 shares 3,811 $994K 0.02% +459 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 4,689 shares; 2025Q1: 4,689 shares; 2025Q2: 14,941 shares; 2025Q3: 21,387 shares 21,387 $993K 0.02% +6,446 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,708 shares 25,708 $992K 0.02% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,961 shares; 2024Q4: 15,745 shares; 2025Q1: 16,065 shares; 2025Q2: 15,231 shares; 2025Q3: 19,827 shares 19,827 $990K 0.02% +4,596 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: 7,467 shares; 2024Q4: 7,705 shares; 2025Q1: 7,207 shares; 2025Q2: 9,438 shares; 2025Q3: 9,559 shares 9,559 $987K 0.02% +121 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 19,249 shares; 2025Q1: 24,649 shares; 2025Q2: 21,050 shares; 2025Q3: 17,905 shares 17,905 $975K 0.02% -3,145 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,066 shares; 2025Q1: 15,689 shares; 2025Q2: 18,197 shares; 2025Q3: 20,311 shares 20,311 $974K 0.02% +2,114 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,501 shares; 2024Q4: 16,777 shares; 2025Q1: 13,302 shares; 2025Q2: 15,199 shares; 2025Q3: 19,182 shares 19,182 $969K 0.02% +3,983 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: 319 shares; 2024Q4: 277 shares; 2025Q1: 384 shares; 2025Q2: 400 shares; 2025Q3: 414 shares 414 $967K 0.02% +14 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 5,892 shares; 2025Q1: 3,516 shares; 2025Q2: 5,137 shares; 2025Q3: 5,972 shares 5,972 $967K 0.02% +835 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,751 shares; 2025Q1: 14,966 shares; 2025Q2: 16,383 shares; 2025Q3: 17,083 shares 17,083 $964K 0.02% +700 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,697 shares; 2025Q1: 2,026 shares; 2025Q2: 1,921 shares; 2025Q3: 2,677 shares 2,677 $955K 0.02% +756 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,149 shares; 2025Q3: 63,271 shares 63,271 $954K 0.02% +28,122 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,294 shares; 2025Q2: not reported; 2025Q3: 5,965 shares 5,965 $953K 0.02% new Timeline FJUN 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: 26,124 shares; 2024Q4: 6,376 shares; 2025Q1: 6,134 shares; 2025Q2: 16,967 shares; 2025Q3: 16,969 shares 16,969 $949K 0.02% +2 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: 4,918 shares; 2024Q4: 5,075 shares; 2025Q1: 7,420 shares; 2025Q2: 9,258 shares; 2025Q3: 11,596 shares 11,596 $945K 0.02% +2,338 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: 13,303 shares; 2024Q4: 13,433 shares; 2025Q1: 13,808 shares; 2025Q2: 20,328 shares; 2025Q3: 21,755 shares 21,755 $942K 0.02% +1,427 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,512 shares; 2025Q1: 4,511 shares; 2025Q2: 3,146 shares; 2025Q3: 5,946 shares 5,946 $940K 0.02% +2,800 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: 7,013 shares; 2024Q4: 7,259 shares; 2025Q1: 5,675 shares; 2025Q2: 5,706 shares; 2025Q3: 6,768 shares 6,768 $938K 0.02% +1,062 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,263 shares; 2025Q2: 23,601 shares; 2025Q3: 22,361 shares 22,361 $937K 0.02% -1,240 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 11,195 shares; 2025Q1: 8,706 shares; 2025Q2: 6,393 shares; 2025Q3: 8,396 shares 8,396 $932K 0.02% +2,003 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,865 shares 6,865 $931K 0.02% new 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: 2,617 shares; 2024Q4: 3,215 shares; 2025Q1: 5,895 shares; 2025Q2: 3,982 shares; 2025Q3: 8,745 shares 8,745 $931K 0.02% +4,763 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,913 shares; 2025Q3: 33,418 shares 33,418 $924K 0.02% -495 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,723 shares; 2025Q1: 3,330 shares; 2025Q2: 1,748 shares; 2025Q3: 1,879 shares 1,879 $923K 0.02% +131 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,393 shares 23,393 $923K 0.02% new Timeline EMXC 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: 14,859 shares; 2024Q4: 10,570 shares; 2025Q1: 6,057 shares; 2025Q2: 11,530 shares; 2025Q3: 13,605 shares 13,605 $918K 0.02% +2,075 Timeline XSMO 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: 3,372 shares; 2024Q4: 5,167 shares; 2025Q1: 9,220 shares; 2025Q2: 11,715 shares; 2025Q3: 12,447 shares 12,447 $916K 0.02% +732 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,813 shares; 2025Q2: 14,694 shares; 2025Q3: 19,688 shares 19,688 $907K 0.02% +4,994 Timeline GRID 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: 1,596 shares; 2024Q4: 1,819 shares; 2025Q1: 2,404 shares; 2025Q2: 2,739 shares; 2025Q3: 5,939 shares 5,939 $897K 0.02% +3,200 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: 8,678 shares; 2024Q4: 8,128 shares; 2025Q1: 8,158 shares; 2025Q2: 8,278 shares; 2025Q3: 14,530 shares 14,530 $889K 0.02% +6,252 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,189 shares; 2024Q4: 12,291 shares; 2025Q1: 11,413 shares; 2025Q2: 9,646 shares; 2025Q3: 6,987 shares 6,987 $886K 0.02% -2,659 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,991 shares 13,991 $886K 0.02% new Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,633 shares; 2024Q4: 19,959 shares; 2025Q1: 11,002 shares; 2025Q2: 10,762 shares; 2025Q3: 10,777 shares 10,777 $883K 0.02% +15 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,280 shares; 2025Q3: 3,953 shares 3,953 $881K 0.02% +673 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: 5,771 shares; 2024Q4: 9,331 shares; 2025Q1: 7,618 shares; 2025Q2: 7,546 shares; 2025Q3: 11,184 shares 11,184 $878K 0.02% +3,638 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: 26,980 shares; 2024Q4: 27,692 shares; 2025Q1: 38,554 shares; 2025Q2: 50,537 shares; 2025Q3: 41,898 shares 41,898 $877K 0.02% -8,639 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,486 shares 10,486 $877K 0.02% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 5,186 shares; 2025Q1: 5,180 shares; 2025Q2: 5,665 shares; 2025Q3: 8,057 shares 8,057 $875K 0.02% +2,392 Timeline VGSH 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: 24,577 shares; 2024Q4: 32,171 shares; 2025Q1: 31,068 shares; 2025Q2: 32,571 shares; 2025Q3: 14,679 shares 14,679 $864K 0.02% -17,892 Timeline FWONK 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: 8,307 shares; 2024Q4: 8,502 shares; 2025Q1: 8,382 shares; 2025Q2: 8,476 shares; 2025Q3: 8,267 shares 8,267 $863K 0.02% -209 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,042 shares; 2025Q2: 15,867 shares; 2025Q3: 18,408 shares 18,408 $858K 0.02% +2,541 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,766 shares; 2025Q1: 1,894 shares; 2025Q2: 2,087 shares; 2025Q3: 2,702 shares 2,702 $858K 0.02% +615 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: 4,463 shares; 2024Q4: 4,159 shares; 2025Q1: 4,066 shares; 2025Q2: 7,679 shares; 2025Q3: 9,181 shares 9,181 $854K 0.02% +1,502 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,415 shares 5,415 $853K 0.02% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,567 shares; 2024Q4: 34,645 shares; 2025Q1: 34,555 shares; 2025Q2: 33,182 shares; 2025Q3: 35,953 shares 35,953 $850K 0.02% +2,771 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,943 shares; 2025Q1: 8,544 shares; 2025Q2: 8,717 shares; 2025Q3: 10,270 shares 10,270 $846K 0.02% +1,553 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: 3,782 shares; 2024Q4: 4,960 shares; 2025Q1: 6,289 shares; 2025Q2: 4,080 shares; 2025Q3: 7,528 shares 7,528 $844K 0.02% +3,448 Timeline Sandstorm Gold Ltd Sandstorm Gold Ltd More: the full row for Sandstorm Gold Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,726 shares; 2025Q2: 57,226 shares; 2025Q3: 67,279 shares 67,279 $842K 0.02% +10,053 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: 3,406 shares; 2024Q4: 5,742 shares; 2025Q1: 1,779 shares; 2025Q2: 1,822 shares; 2025Q3: 2,150 shares 2,150 $842K 0.02% +328 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,571 shares; 2024Q4: 37,530 shares; 2025Q1: 37,190 shares; 2025Q2: 37,101 shares; 2025Q3: 31,230 shares 31,230 $838K 0.02% -5,871 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 643 shares; 2025Q1: 922 shares; 2025Q2: 1,024 shares; 2025Q3: 1,755 shares 1,755 $836K 0.02% +731 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,434 shares; 2024Q4: 14,928 shares; 2025Q1: 12,766 shares; 2025Q2: 14,006 shares; 2025Q3: 23,401 shares 23,401 $835K 0.02% +9,395 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,093 shares; 2025Q3: 9,300 shares 9,300 $833K 0.02% +207 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,895 shares; 2024Q4: 9,369 shares; 2025Q1: 10,039 shares; 2025Q2: 7,823 shares; 2025Q3: 10,612 shares 10,612 $832K 0.02% +2,789 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: 1,489 shares; 2024Q4: 2,419 shares; 2025Q1: 3,749 shares; 2025Q2: 3,448 shares; 2025Q3: 3,771 shares 3,771 $828K 0.02% +323 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,399 shares 12,399 $826K 0.02% new 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: 16,936 shares 16,936 $816K 0.02% new Timeline FLTR 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: 62,012 shares; 2024Q4: 42,655 shares; 2025Q1: 33,379 shares; 2025Q2: 32,987 shares; 2025Q3: 31,865 shares 31,865 $815K 0.02% -1,122 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: 1,109 shares; 2025Q1: 1,365 shares; 2025Q2: 2,022 shares; 2025Q3: 2,796 shares 2,796 $805K 0.02% +774 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,304 shares; 2024Q4: 16,587 shares; 2025Q1: 18,112 shares; 2025Q2: 16,747 shares; 2025Q3: 21,191 shares 21,191 $800K 0.02% +4,444 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,894 shares; 2025Q1: 16,586 shares; 2025Q2: 15,736 shares; 2025Q3: 5,996 shares 5,996 $799K 0.02% -9,740 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,738 shares 15,738 $796K 0.02% new 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: 14,472 shares; 2024Q4: 20,643 shares; 2025Q1: 27,684 shares; 2025Q2: 20,333 shares; 2025Q3: 23,142 shares 23,142 $795K 0.02% +2,809 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,519 shares; 2025Q1: 8,379 shares; 2025Q2: 8,408 shares; 2025Q3: 9,003 shares 9,003 $794K 0.02% +595 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: 15,676 shares; 2024Q4: 16,027 shares; 2025Q1: 14,025 shares; 2025Q2: 17,370 shares; 2025Q3: 18,267 shares 18,267 $793K 0.02% +897 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,600 shares 15,600 $791K 0.02% new 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: 5,658 shares; 2024Q4: 7,534 shares; 2025Q1: 4,634 shares; 2025Q2: 4,665 shares; 2025Q3: 8,501 shares 8,501 $785K 0.02% +3,836 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: 5,877 shares; 2024Q4: 5,359 shares; 2025Q1: 5,897 shares; 2025Q2: 6,473 shares; 2025Q3: 7,566 shares 7,566 $785K 0.02% +1,093 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,055 shares; 2024Q4: 21,172 shares; 2025Q1: 20,857 shares; 2025Q2: 20,072 shares; 2025Q3: 40,955 shares 40,955 $784K 0.02% +20,883 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: 11,439 shares; 2024Q4: 13,436 shares; 2025Q1: 18,922 shares; 2025Q2: 16,512 shares; 2025Q3: 18,119 shares 18,119 $782K 0.02% +1,607 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: 3,250 shares; 2024Q4: 3,053 shares; 2025Q1: 3,056 shares; 2025Q2: 4,703 shares; 2025Q3: 8,740 shares 8,740 $777K 0.02% +4,037 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 609 shares; 2025Q1: 425 shares; 2025Q2: 651 shares; 2025Q3: 842 shares 842 $775K 0.02% +191 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: 5,439 shares; 2024Q4: 5,709 shares; 2025Q1: 5,907 shares; 2025Q2: 9,473 shares; 2025Q3: 9,922 shares 9,922 $773K 0.02% +449 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: 6,090 shares; 2024Q4: not reported; 2025Q1: 8,195 shares; 2025Q2: 16,634 shares; 2025Q3: 21,914 shares 21,914 $768K 0.02% +5,280 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 26,217 shares; 2025Q1: 10,355 shares; 2025Q2: 6,566 shares; 2025Q3: 15,297 shares 15,297 $765K 0.02% +8,731 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: 7,348 shares; 2024Q4: 8,141 shares; 2025Q1: 6,950 shares; 2025Q2: 5,852 shares; 2025Q3: 7,904 shares 7,904 $763K 0.02% +2,052 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: 4,050 shares; 2024Q4: 7,180 shares; 2025Q1: 5,254 shares; 2025Q2: 5,168 shares; 2025Q3: 9,071 shares 9,071 $763K 0.02% +3,903 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,194 shares; 2025Q3: 3,090 shares 3,090 $761K 0.02% -104 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,709 shares; 2024Q4: 11,868 shares; 2025Q1: 11,382 shares; 2025Q2: 28,209 shares; 2025Q3: 29,178 shares 29,178 $756K 0.02% +969 Timeline BAB 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: 30,738 shares; 2024Q4: 29,026 shares; 2025Q1: 29,398 shares; 2025Q2: 27,244 shares; 2025Q3: 27,679 shares 27,679 $755K 0.02% +435 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 10,293 shares; 2025Q1: 8,655 shares; 2025Q2: 7,197 shares; 2025Q3: 8,392 shares 8,392 $753K 0.02% +1,195 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,677 shares; 2025Q1: 2,642 shares; 2025Q2: 2,285 shares; 2025Q3: 2,429 shares 2,429 $747K 0.02% +144 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,817 shares; 2025Q3: 60,491 shares 60,491 $743K 0.02% +674 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,960 shares; 2025Q1: 37,960 shares; 2025Q2: 37,960 shares; 2025Q3: 37,960 shares 37,960 $733K 0.02% 0 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: 17,410 shares; 2024Q4: 17,210 shares; 2025Q1: 17,705 shares; 2025Q2: 17,585 shares; 2025Q3: 12,324 shares 12,324 $732K 0.02% -5,261 Timeline FMAY 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: 55,693 shares; 2024Q4: 10,095 shares; 2025Q1: 9,679 shares; 2025Q2: 13,993 shares; 2025Q3: 13,993 shares 13,993 $731K 0.02% 0 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: 4,794 shares; 2024Q4: 5,235 shares; 2025Q1: 6,504 shares; 2025Q2: 6,422 shares; 2025Q3: 7,227 shares 7,227 $726K 0.02% +805 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,318 shares 4,318 $723K 0.02% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,011 shares; 2025Q2: 5,070 shares; 2025Q3: 5,455 shares 5,455 $721K 0.02% +385 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: 11,092 shares; 2024Q4: 24,530 shares; 2025Q1: 2,838 shares; 2025Q2: 4,784 shares; 2025Q3: 7,069 shares 7,069 $721K 0.02% +2,285 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,910 shares; 2024Q4: 22,684 shares; 2025Q1: 20,517 shares; 2025Q2: 21,101 shares; 2025Q3: 21,146 shares 21,146 $719K 0.02% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,892 shares 3,892 $718K 0.02% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,659 shares; 2025Q1: 20,116 shares; 2025Q2: 15,923 shares; 2025Q3: 16,677 shares 16,677 $717K 0.02% +754 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: 4,361 shares; 2024Q4: 30,897 shares; 2025Q1: 24,454 shares; 2025Q2: 24,095 shares; 2025Q3: 24,848 shares 24,848 $715K 0.02% +753 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,352 shares; 2024Q4: 17,089 shares; 2025Q1: 17,167 shares; 2025Q2: 16,055 shares; 2025Q3: 16,136 shares 16,136 $710K 0.02% +81 Timeline EAGG 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: 12,174 shares; 2024Q4: 12,584 shares; 2025Q1: 17,181 shares; 2025Q2: 17,621 shares; 2025Q3: 14,776 shares 14,776 $710K 0.02% -2,845 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: 4,414 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,101 shares 2,101 $709K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,794 shares; 2025Q1: 4,347 shares; 2025Q2: 4,009 shares; 2025Q3: 8,785 shares 8,785 $709K 0.02% +4,776 Timeline BBMC 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: 5,819 shares; 2025Q3: 6,812 shares 6,812 $708K 0.02% +993 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,484 shares 5,484 $704K 0.02% new Timeline DFAT 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: 12,089 shares; 2024Q4: 12,089 shares; 2025Q1: 12,089 shares; 2025Q2: 12,089 shares; 2025Q3: 12,089 shares 12,089 $704K 0.02% 0 Timeline IQSU 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: 14,114 shares; 2024Q4: 16,067 shares; 2025Q1: 13,121 shares; 2025Q2: 13,345 shares; 2025Q3: 13,224 shares 13,224 $703K 0.02% -121 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 29,210 shares; 2025Q1: 32,302 shares; 2025Q2: 28,848 shares; 2025Q3: 26,698 shares 26,698 $703K 0.02% -2,150 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 13,769 shares; 2025Q1: 10,549 shares; 2025Q2: 9,767 shares; 2025Q3: 9,467 shares 9,467 $698K 0.02% -300 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,881 shares; 2024Q4: 102,195 shares; 2025Q1: 16,358 shares; 2025Q2: 18,316 shares; 2025Q3: 26,398 shares 26,398 $697K 0.02% +8,082 Timeline TIME TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,811 shares; 2025Q2: 26,593 shares; 2025Q3: 28,397 shares 28,397 $697K 0.02% +1,804 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 8,196 shares; 2025Q1: 11,526 shares; 2025Q2: 9,849 shares; 2025Q3: 12,189 shares 12,189 $693K 0.02% +2,340 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 6,967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,815 shares 14,815 $692K 0.02% new 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: 2,406 shares; 2024Q4: 1,264 shares; 2025Q1: 1,271 shares; 2025Q2: 1,279 shares; 2025Q3: 3,495 shares 3,495 $691K 0.02% +2,216 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: 9,678 shares; 2024Q4: 9,673 shares; 2025Q1: 19,903 shares; 2025Q2: 27,169 shares; 2025Q3: 10,184 shares 10,184 $683K 0.02% -16,985 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: 8,049 shares; 2024Q4: 7,734 shares; 2025Q1: 7,364 shares; 2025Q2: 12,920 shares; 2025Q3: 12,022 shares 12,022 $682K 0.02% -898 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: 51,974 shares; 2024Q4: 49,957 shares; 2025Q1: 27,532 shares; 2025Q2: 32,708 shares; 2025Q3: 36,465 shares 36,465 $682K 0.02% +3,757 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,159 shares; 2025Q1: 44,545 shares; 2025Q2: 42,605 shares; 2025Q3: 42,209 shares 42,209 $681K 0.02% -396 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares 5,500 $679K 0.02% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 7,988 shares; 2025Q1: 8,057 shares; 2025Q2: 8,257 shares; 2025Q3: 8,274 shares 8,274 $677K 0.02% +17 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: 4,689 shares; 2024Q4: 5,117 shares; 2025Q1: 4,628 shares; 2025Q2: 5,986 shares; 2025Q3: 5,067 shares 5,067 $676K 0.02% -919 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: 1,904 shares; 2024Q4: 2,552 shares; 2025Q1: 2,435 shares; 2025Q2: 2,797 shares; 2025Q3: 2,992 shares 2,992 $675K 0.02% +195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,276 shares; 2025Q3: 16,376 shares 16,376 $674K 0.02% +1,100 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 5,335 shares; 2025Q1: 3,084 shares; 2025Q2: 2,737 shares; 2025Q3: 2,517 shares 2,517 $673K 0.02% -220 Timeline ISEP 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: 25,305 shares; 2024Q4: 25,145 shares; 2025Q1: 21,145 shares; 2025Q2: 21,170 shares; 2025Q3: 21,090 shares 21,090 $672K 0.02% -80 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: 7,479 shares; 2024Q4: 9,519 shares; 2025Q1: 6,862 shares; 2025Q2: 7,112 shares; 2025Q3: 8,005 shares 8,005 $671K 0.02% +893 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 2,935 shares; 2025Q1: 3,189 shares; 2025Q2: 2,404 shares; 2025Q3: 2,414 shares 2,414 $670K 0.02% +10 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,020 shares; 2025Q3: 9,331 shares 9,331 $668K 0.02% +4,311 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,055 shares; 2025Q2: 1,259 shares; 2025Q3: 2,070 shares 2,070 $667K 0.02% +811 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: 4,161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,420 shares; 2025Q3: 2,821 shares 2,821 $666K 0.02% +401 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: 7,230 shares; 2024Q4: 7,641 shares; 2025Q1: 7,795 shares; 2025Q2: 8,304 shares; 2025Q3: 9,835 shares 9,835 $665K 0.02% +1,531 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,990 shares; 2025Q2: 7,990 shares; 2025Q3: 7,990 shares 7,990 $665K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,881 shares; 2025Q3: 16,681 shares 16,681 $662K 0.02% -2,200 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,662 shares 9,662 $661K 0.02% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,510 shares 8,510 $661K 0.02% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,266 shares; 2025Q2: 24,726 shares; 2025Q3: 20,932 shares 20,932 $660K 0.02% -3,794 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,711 shares; 2025Q1: 1,919 shares; 2025Q2: 2,174 shares; 2025Q3: 2,404 shares 2,404 $658K 0.02% +230 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 5,772 shares; 2025Q1: 7,846 shares; 2025Q2: 7,755 shares; 2025Q3: 4,693 shares 4,693 $650K 0.02% -3,062 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 2,019 shares; 2025Q1: 2,296 shares; 2025Q2: 2,130 shares; 2025Q3: 2,493 shares 2,493 $649K 0.01% +363 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 9,815 shares; 2025Q1: 8,299 shares; 2025Q2: 8,068 shares; 2025Q3: 7,888 shares 7,888 $648K 0.01% -180 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,261 shares; 2025Q3: 16,861 shares 16,861 $647K 0.01% -400 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 8,102 shares; 2025Q1: 6,564 shares; 2025Q2: 7,083 shares; 2025Q3: 9,584 shares 9,584 $645K 0.01% +2,501 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,751 shares; 2025Q3: 30,251 shares 30,251 $645K 0.01% +1,500 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: 16,726 shares; 2024Q4: 18,282 shares; 2025Q1: 12,197 shares; 2025Q2: 11,747 shares; 2025Q3: 19,759 shares 19,759 $644K 0.01% +8,012 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,112 shares; 2024Q4: 31,331 shares; 2025Q1: 51,242 shares; 2025Q2: 55,625 shares; 2025Q3: 50,873 shares 50,873 $644K 0.01% -4,752 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: 509 shares; 2024Q4: 676 shares; 2025Q1: 1,010 shares; 2025Q2: 1,405 shares; 2025Q3: 1,511 shares 1,511 $643K 0.01% +106 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: 498 shares; 2024Q4: 599 shares; 2025Q1: 475 shares; 2025Q2: 471 shares; 2025Q3: 817 shares 817 $640K 0.01% +346 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: not reported; 2024Q4: not reported; 2025Q1: 19,200 shares; 2025Q2: 21,110 shares; 2025Q3: 15,310 shares 15,310 $638K 0.01% -5,800 Timeline GPIX 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: 15,233 shares; 2024Q4: 14,968 shares; 2025Q1: 11,283 shares; 2025Q2: 10,420 shares; 2025Q3: 12,186 shares 12,186 $636K 0.01% +1,766 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,656 shares; 2024Q4: 81,958 shares; 2025Q1: 67,542 shares; 2025Q2: 65,361 shares; 2025Q3: 70,950 shares 70,950 $636K 0.01% +5,589 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: not reported; 2025Q1: 6,173 shares; 2025Q2: 9,382 shares; 2025Q3: 9,615 shares 9,615 $635K 0.01% +233 Timeline ARCT ARCTURUS THERAPEUTICS HLDGS More: the full row for ARCTURUS THERAPEUTICS HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,146 shares; 2024Q4: 41,350 shares; 2025Q1: 41,300 shares; 2025Q2: 41,365 shares; 2025Q3: 34,427 shares 34,427 $634K 0.01% -6,938 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY 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: 2,366 shares; 2025Q1: 2,253 shares; 2025Q2: 2,618 shares; 2025Q3: 3,263 shares 3,263 $630K 0.01% +645 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,136 shares; 2024Q4: 13,561 shares; 2025Q1: 13,674 shares; 2025Q2: 23,049 shares; 2025Q3: 26,853 shares 26,853 $630K 0.01% +3,804 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: 9,623 shares; 2025Q1: 6,673 shares; 2025Q2: 6,405 shares; 2025Q3: 6,381 shares 6,381 $629K 0.01% -24 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,712 shares; 2025Q2: 3,728 shares; 2025Q3: 5,167 shares 5,167 $629K 0.01% +1,439 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,024 shares; 2025Q1: 3,876 shares; 2025Q2: 4,415 shares; 2025Q3: 5,072 shares 5,072 $621K 0.01% +657 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,901 shares; 2025Q1: 6,149 shares; 2025Q2: 6,941 shares; 2025Q3: 7,625 shares 7,625 $618K 0.01% +684 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: not reported; 2025Q1: 1,332 shares; 2025Q2: 2,050 shares; 2025Q3: 2,515 shares 2,515 $617K 0.01% +465 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 7,265 shares; 2025Q1: 8,296 shares; 2025Q2: 10,070 shares; 2025Q3: 10,273 shares 10,273 $613K 0.01% +203 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: 8,809 shares; 2024Q4: 10,029 shares; 2025Q1: 5,555 shares; 2025Q2: 7,368 shares; 2025Q3: 8,201 shares 8,201 $611K 0.01% +833 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: 10,085 shares; 2024Q4: 12,262 shares; 2025Q1: 15,197 shares; 2025Q2: 21,094 shares; 2025Q3: 24,833 shares 24,833 $611K 0.01% +3,739 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,778 shares; 2024Q4: 23,593 shares; 2025Q1: 17,121 shares; 2025Q2: 16,872 shares; 2025Q3: 16,795 shares 16,795 $609K 0.01% -77 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,834 shares; 2025Q3: 18,834 shares 18,834 $606K 0.01% 0 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 13,307 shares; 2025Q1: 8,641 shares; 2025Q2: 8,868 shares; 2025Q3: 8,899 shares 8,899 $605K 0.01% +31 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,558 shares 11,558 $605K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 6,576 shares 6,576 $601K 0.01% +3,698 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: 2,433 shares; 2025Q3: 3,545 shares 3,545 $601K 0.01% +1,112 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT 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: not reported; 2025Q1: 6,693 shares; 2025Q2: 6,142 shares; 2025Q3: 7,198 shares 7,198 $598K 0.01% +1,056 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,733 shares; 2024Q4: 39,917 shares; 2025Q1: 3,740 shares; 2025Q2: 3,265 shares; 2025Q3: 5,282 shares 5,282 $598K 0.01% +2,017 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,293 shares; 2025Q1: 10,895 shares; 2025Q2: 35,374 shares; 2025Q3: 16,609 shares 16,609 $598K 0.01% -18,765 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 10,547 shares 10,547 $594K 0.01% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,356 shares; 2024Q4: 6,351 shares; 2025Q1: 5,838 shares; 2025Q2: 6,245 shares; 2025Q3: 6,363 shares 6,363 $593K 0.01% +118 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: 6,338 shares; 2024Q4: 5,351 shares; 2025Q1: 6,524 shares; 2025Q2: 5,844 shares; 2025Q3: 5,935 shares 5,935 $592K 0.01% +91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,196 shares; 2025Q3: 15,196 shares 15,196 $591K 0.01% 0 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: 4,405 shares; 2024Q4: 5,156 shares; 2025Q1: 6,238 shares; 2025Q2: 7,165 shares; 2025Q3: 8,722 shares 8,722 $589K 0.01% +1,557 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,082 shares; 2025Q3: 13,499 shares 13,499 $583K 0.01% -2,583 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: 1,964 shares; 2024Q4: 1,898 shares; 2025Q1: 3,254 shares; 2025Q2: 3,503 shares; 2025Q3: 4,086 shares 4,086 $582K 0.01% +583 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: 3,477 shares; 2024Q4: 4,387 shares; 2025Q1: 4,537 shares; 2025Q2: 6,063 shares; 2025Q3: 6,869 shares 6,869 $578K 0.01% +806 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 2,982 shares; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 1,787 shares 1,787 $577K 0.01% -50 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,893 shares; 2024Q4: 14,506 shares; 2025Q1: 14,674 shares; 2025Q2: 17,715 shares; 2025Q3: 18,903 shares 18,903 $573K 0.01% +1,188 Timeline CRVL CORVEL CORP More: the full row for CORVEL 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: 7,002 shares; 2025Q3: 7,390 shares 7,390 $572K 0.01% +388 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: 37,190 shares; 2024Q4: not reported; 2025Q1: 10,389 shares; 2025Q2: 17,245 shares; 2025Q3: 14,075 shares 14,075 $571K 0.01% -3,170 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,977 shares; 2025Q2: 4,379 shares; 2025Q3: 5,755 shares 5,755 $570K 0.01% +1,376 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,931 shares; 2025Q3: 12,431 shares 12,431 $569K 0.01% -500 Timeline ISPY 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: not reported; 2025Q1: not reported; 2025Q2: 12,593 shares; 2025Q3: 12,594 shares 12,594 $568K 0.01% +1 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: 4,121 shares; 2024Q4: 5,156 shares; 2025Q1: 4,272 shares; 2025Q2: 3,582 shares; 2025Q3: 4,118 shares 4,118 $567K 0.01% +536 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,705 shares 7,705 $567K 0.01% new 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: 19,509 shares; 2024Q4: 19,115 shares; 2025Q1: 16,746 shares; 2025Q2: 15,775 shares; 2025Q3: 24,614 shares 24,614 $564K 0.01% +8,839 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,494 shares; 2024Q4: 6,568 shares; 2025Q1: 7,072 shares; 2025Q2: 7,172 shares; 2025Q3: 7,422 shares 7,422 $564K 0.01% +250 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,955 shares; 2025Q2: 6,037 shares; 2025Q3: 3,967 shares 3,967 $564K 0.01% -2,070 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,586 shares; 2024Q4: 9,288 shares; 2025Q1: 7,546 shares; 2025Q2: 7,546 shares; 2025Q3: 7,076 shares 7,076 $562K 0.01% -470 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,926 shares; 2025Q3: 3,758 shares 3,758 $560K 0.01% -168 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,910 shares; 2024Q4: 13,935 shares; 2025Q1: 26,960 shares; 2025Q2: 15,400 shares; 2025Q3: 19,342 shares 19,342 $559K 0.01% +3,942 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,951 shares; 2024Q4: 22,294 shares; 2025Q1: 13,484 shares; 2025Q2: 10,138 shares; 2025Q3: 8,297 shares 8,297 $556K 0.01% -1,841 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 19,240 shares; 2025Q1: 22,130 shares; 2025Q2: 22,160 shares; 2025Q3: 21,395 shares 21,395 $553K 0.01% -765 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: 4,386 shares 4,386 $552K 0.01% +1,974 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: 10,441 shares; 2024Q4: 9,784 shares; 2025Q1: 17,719 shares; 2025Q2: 14,479 shares; 2025Q3: 11,962 shares 11,962 $548K 0.01% -2,517 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,918 shares 21,918 $546K 0.01% new Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,800 shares; 2024Q4: 19,800 shares; 2025Q1: 19,800 shares; 2025Q2: 19,800 shares; 2025Q3: 19,798 shares 19,798 $544K 0.01% -2 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: 13,171 shares; 2025Q1: 13,171 shares; 2025Q2: 13,726 shares; 2025Q3: 13,726 shares 13,726 $544K 0.01% 0 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,921 shares; 2025Q3: 20,772 shares 20,772 $543K 0.01% +1,851 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,031 shares; 2025Q3: 6,196 shares 6,196 $535K 0.01% +1,165 Timeline SPMB 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: 231,466 shares; 2024Q4: 238,593 shares; 2025Q1: 90,895 shares; 2025Q2: 41,458 shares; 2025Q3: 23,810 shares 23,810 $534K 0.01% -17,648 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,581 shares 7,581 $534K 0.01% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 9,300 shares; 2025Q1: 6,793 shares; 2025Q2: 10,531 shares; 2025Q3: 10,069 shares 10,069 $532K 0.01% -462 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,090 shares 3,090 $532K 0.01% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 12,037 shares; 2025Q1: 7,513 shares; 2025Q2: 7,100 shares; 2025Q3: 7,227 shares 7,227 $530K 0.01% +127 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,456 shares; 2024Q4: not reported; 2025Q1: 4,924 shares; 2025Q2: 7,636 shares; 2025Q3: 9,914 shares 9,914 $526K 0.01% +2,278 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: 1,571 shares; 2024Q4: 1,559 shares; 2025Q1: 1,502 shares; 2025Q2: 1,582 shares; 2025Q3: 1,765 shares 1,765 $525K 0.01% +183 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: 4,889 shares; 2024Q4: 6,066 shares; 2025Q1: not reported; 2025Q2: 4,033 shares; 2025Q3: 4,422 shares 4,422 $524K 0.01% +389 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,629 shares 16,629 $523K 0.01% new 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: 738 shares; 2024Q4: 792 shares; 2025Q1: 759 shares; 2025Q2: 1,255 shares; 2025Q3: 1,320 shares 1,320 $523K 0.01% +65 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: 8,272 shares; 2025Q1: 8,022 shares; 2025Q2: 8,151 shares; 2025Q3: 8,745 shares 8,745 $522K 0.01% +594 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,116 shares; 2025Q1: 6,753 shares; 2025Q2: 6,449 shares; 2025Q3: 6,512 shares 6,512 $521K 0.01% +63 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 3,788 shares; 2025Q1: 7,251 shares; 2025Q2: 7,262 shares; 2025Q3: 4,003 shares 4,003 $520K 0.01% -3,259 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,786 shares; 2024Q4: 16,303 shares; 2025Q1: 15,945 shares; 2025Q2: 15,789 shares; 2025Q3: 16,765 shares 16,765 $520K 0.01% +976 Timeline QYLD 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: 13,955 shares; 2024Q4: 31,310 shares; 2025Q1: 29,915 shares; 2025Q2: 30,677 shares; 2025Q3: 30,425 shares 30,425 $518K 0.01% -252 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,821 shares; 2025Q1: 5,797 shares; 2025Q2: 6,093 shares; 2025Q3: 5,918 shares 5,918 $515K 0.01% -175 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: 2,377 shares; 2024Q4: 2,657 shares; 2025Q1: 1,258 shares; 2025Q2: 1,361 shares; 2025Q3: 2,361 shares 2,361 $515K 0.01% +1,000 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 5,158 shares; 2025Q3: 7,007 shares 7,007 $509K 0.01% +1,849 Timeline JMEE 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: 15,912 shares; 2024Q4: 15,900 shares; 2025Q1: 7,950 shares; 2025Q2: 8,083 shares; 2025Q3: 7,993 shares 7,993 $507K 0.01% -90 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,757 shares; 2025Q3: 24,971 shares 24,971 $507K 0.01% +8,214 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 4,555 shares; 2025Q1: 2,801 shares; 2025Q2: 4,382 shares; 2025Q3: 3,973 shares 3,973 $505K 0.01% -409 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 1,327 shares; 2025Q3: 1,860 shares 1,860 $504K 0.01% +533 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,370 shares; 2024Q4: 130,260 shares; 2025Q1: 67,629 shares; 2025Q2: 8,019 shares; 2025Q3: 18,612 shares 18,612 $502K 0.01% +10,593 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,881 shares; 2024Q4: 91,269 shares; 2025Q1: 92,609 shares; 2025Q2: 110,275 shares; 2025Q3: 21,707 shares 21,707 $501K 0.01% -88,568 FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,317 shares; 2024Q4: 79,651 shares; 2025Q1: 78,507 shares; 2025Q2: 79,486 shares; 2025Q3: 10,526 shares 10,526 $500K 0.01% -68,960 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: 453 shares; 2024Q4: 446 shares; 2025Q1: 371 shares; 2025Q2: 364 shares; 2025Q3: 522 shares 522 $497K 0.01% +158 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: 2,851 shares; 2024Q4: 3,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,544 shares 2,544 $497K 0.01% new 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: 12,761 shares; 2024Q4: 12,435 shares; 2025Q1: 12,436 shares; 2025Q2: 12,436 shares; 2025Q3: 11,023 shares 11,023 $497K 0.01% -1,413 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,744 shares 20,744 $497K 0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,601 shares; 2025Q2: 53,535 shares; 2025Q3: 45,510 shares 45,510 $494K 0.01% -8,025 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,481 shares; 2025Q1: 1,626 shares; 2025Q2: 1,869 shares; 2025Q3: 1,901 shares 1,901 $491K 0.01% +32 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,125 shares; 2025Q1: 3,181 shares; 2025Q2: 3,134 shares; 2025Q3: 3,439 shares 3,439 $490K 0.01% +305 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,864 shares; 2025Q1: not reported; 2025Q2: 18,422 shares; 2025Q3: 19,923 shares 19,923 $489K 0.01% +1,501 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,680 shares; 2025Q3: 9,943 shares 9,943 $487K 0.01% +1,263 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,628 shares; 2024Q4: 35,796 shares; 2025Q1: 37,718 shares; 2025Q2: 10,355 shares; 2025Q3: 10,217 shares 10,217 $487K 0.01% -138 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,684 shares; 2024Q4: 24,638 shares; 2025Q1: 16,743 shares; 2025Q2: 19,277 shares; 2025Q3: 11,094 shares 11,094 $486K 0.01% -8,183 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: not reported; 2024Q4: not reported; 2025Q1: 17,507 shares; 2025Q2: 17,879 shares; 2025Q3: 16,345 shares 16,345 $484K 0.01% -1,534 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 8,764 shares; 2025Q1: 7,792 shares; 2025Q2: 9,654 shares; 2025Q3: 8,744 shares 8,744 $483K 0.01% -910 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,685 shares; 2025Q3: 19,895 shares 19,895 $483K 0.01% +5,210 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,308 shares; 2024Q4: 13,782 shares; 2025Q1: 10,134 shares; 2025Q2: 9,783 shares; 2025Q3: 10,109 shares 10,109 $483K 0.01% +326 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: 48,411 shares; 2024Q4: 17,869 shares; 2025Q1: 18,292 shares; 2025Q2: 18,544 shares; 2025Q3: 13,135 shares 13,135 $480K 0.01% -5,409 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 12,735 shares; 2025Q1: 8,512 shares; 2025Q2: 8,416 shares; 2025Q3: 8,365 shares 8,365 $477K 0.01% -51 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 7,041 shares; 2025Q1: 8,452 shares; 2025Q2: 8,918 shares; 2025Q3: 10,629 shares 10,629 $477K 0.01% +1,711 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: 13,646 shares; 2024Q4: 20,473 shares; 2025Q1: 16,495 shares; 2025Q2: 15,676 shares; 2025Q3: 18,020 shares 18,020 $475K 0.01% +2,344 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,095 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,663 shares; 2025Q3: 5,681 shares 5,681 $471K 0.01% +2,018 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: not reported; 2024Q4: not reported; 2025Q1: 1,736 shares; 2025Q2: 1,706 shares; 2025Q3: 3,381 shares 3,381 $471K 0.01% +1,675 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 6,083 shares; 2025Q1: 5,756 shares; 2025Q2: 4,218 shares; 2025Q3: 4,873 shares 4,873 $470K 0.01% +655 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,417 shares; 2025Q3: 10,312 shares 10,312 $470K 0.01% +4,895 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: 7,342 shares; 2025Q3: 7,506 shares 7,506 $467K 0.01% +164 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 6,538 shares 6,538 $465K 0.01% +1,952 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 4,420 shares; 2025Q1: not reported; 2025Q2: 2,951 shares; 2025Q3: 7,221 shares 7,221 $464K 0.01% +4,270 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 8,969 shares; 2025Q1: 8,510 shares; 2025Q2: 8,806 shares; 2025Q3: 8,664 shares 8,664 $462K 0.01% -142 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,636 shares 5,636 $460K 0.01% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,114 shares 4,114 $459K 0.01% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,636 shares; 2024Q4: 10,668 shares; 2025Q1: 10,798 shares; 2025Q2: 10,590 shares; 2025Q3: 11,586 shares 11,586 $458K 0.01% +996 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: 679 shares; 2025Q3: 1,301 shares 1,301 $455K 0.01% +622 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 2,014 shares; 2025Q1: 2,137 shares; 2025Q2: 2,149 shares; 2025Q3: 2,231 shares 2,231 $453K 0.01% +82 Timeline WB WEIBO CORP More: the full row for WEIBO 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: 36,518 shares 36,518 $453K 0.01% new 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: 3,326 shares; 2024Q4: 3,263 shares; 2025Q1: 5,355 shares; 2025Q2: 3,610 shares; 2025Q3: 3,689 shares 3,689 $452K 0.01% +79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,911 shares; 2025Q3: 8,097 shares 8,097 $451K 0.01% +3,186 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES 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: 9,300 shares 9,300 $448K 0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 2,290 shares; 2025Q1: 2,224 shares; 2025Q2: 1,630 shares; 2025Q3: 2,160 shares 2,160 $447K 0.01% +530 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 4,909 shares; 2025Q1: 4,682 shares; 2025Q2: 4,502 shares; 2025Q3: 4,459 shares 4,459 $447K 0.01% -43 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,573 shares; 2025Q3: 5,801 shares 5,801 $447K 0.01% +1,228 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,607 shares; 2025Q1: 15,998 shares; 2025Q2: 16,797 shares; 2025Q3: 17,649 shares 17,649 $445K 0.01% +852 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,152 shares; 2025Q2: 2,866 shares; 2025Q3: 3,185 shares 3,185 $444K 0.01% +319 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: not reported; 2025Q1: 2,076 shares; 2025Q2: 2,364 shares; 2025Q3: 3,520 shares 3,520 $444K 0.01% +1,156 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,700 shares; 2025Q1: 13,636 shares; 2025Q2: 14,664 shares; 2025Q3: 11,494 shares 11,494 $443K 0.01% -3,170 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,947 shares; 2024Q4: not reported; 2025Q1: 29,576 shares; 2025Q2: 144,360 shares; 2025Q3: 130,723 shares 130,723 $442K 0.01% -13,637 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,407 shares; 2025Q1: 13,509 shares; 2025Q2: 13,581 shares; 2025Q3: 8,939 shares 8,939 $441K 0.01% -4,642 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,332 shares 5,332 $440K 0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,097 shares; 2024Q4: 7,985 shares; 2025Q1: 6,440 shares; 2025Q2: 7,892 shares; 2025Q3: 5,454 shares 5,454 $440K 0.01% -2,438 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,701 shares; 2025Q1: 5,648 shares; 2025Q2: 5,758 shares; 2025Q3: 6,510 shares 6,510 $439K 0.01% +752 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: 123,194 shares; 2024Q4: 136,739 shares; 2025Q1: 186,932 shares; 2025Q2: not reported; 2025Q3: 11,141 shares 11,141 $438K 0.01% new 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: 5,066 shares; 2024Q4: 4,781 shares; 2025Q1: 4,776 shares; 2025Q2: 4,568 shares; 2025Q3: 5,806 shares 5,806 $436K 0.01% +1,238 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,160 shares; 2024Q4: 16,543 shares; 2025Q1: 15,358 shares; 2025Q2: 18,631 shares; 2025Q3: 17,274 shares 17,274 $434K 0.01% -1,357 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,040 shares; 2025Q2: 59,476 shares; 2025Q3: 58,920 shares 58,920 $432K 0.01% -556 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,551 shares; 2025Q2: 4,132 shares; 2025Q3: 3,631 shares 3,631 $431K 0.01% -501 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,424 shares; 2024Q4: 9,128 shares; 2025Q1: 11,687 shares; 2025Q2: not reported; 2025Q3: 8,824 shares 8,824 $430K 0.01% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,458 shares; 2025Q3: 9,943 shares 9,943 $427K 0.01% -2,515 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 379 shares; 2025Q2: 381 shares; 2025Q3: 579 shares 579 $427K 0.01% +198 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,552 shares; 2025Q3: 10,552 shares 10,552 $427K 0.01% 0 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,934 shares 5,934 $423K 0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,219 shares; 2025Q2: 14,342 shares; 2025Q3: 13,221 shares 13,221 $423K 0.01% -1,121 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,091 shares 25,091 $422K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: 624 shares; 2025Q3: 871 shares 871 $421K 0.01% +247 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: 6,209 shares; 2024Q4: 5,890 shares; 2025Q1: 5,477 shares; 2025Q2: 5,408 shares; 2025Q3: 5,408 shares 5,408 $421K 0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 25,121 shares; 2025Q1: 38,545 shares; 2025Q2: 38,583 shares; 2025Q3: 39,674 shares 39,674 $420K 0.01% +1,091 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: 5,655 shares; 2024Q4: 6,116 shares; 2025Q1: 6,562 shares; 2025Q2: 6,408 shares; 2025Q3: 6,242 shares 6,242 $418K 0.01% -166 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,101 shares; 2025Q1: 19,287 shares; 2025Q2: 14,050 shares; 2025Q3: 18,284 shares 18,284 $416K 0.01% +4,234 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: 1,039 shares; 2024Q4: 1,419 shares; 2025Q1: 1,553 shares; 2025Q2: 1,122 shares; 2025Q3: 1,200 shares 1,200 $416K 0.01% +78 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 17,798 shares; 2025Q1: 45,075 shares; 2025Q2: 47,200 shares; 2025Q3: 49,318 shares 49,318 $415K 0.01% +2,118 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares 12,152 $415K 0.01% new Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,460 shares; 2025Q1: 16,380 shares; 2025Q2: 17,949 shares; 2025Q3: 19,026 shares 19,026 $415K 0.01% +1,077 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,291 shares; 2025Q1: 13,240 shares; 2025Q2: 14,098 shares; 2025Q3: 3,882 shares 3,882 $412K 0.01% -10,216 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,177 shares; 2025Q1: 1,034 shares; 2025Q2: 1,245 shares; 2025Q3: 1,391 shares 1,391 $412K 0.01% +146 Timeline DFGX 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: 7,606 shares 7,606 $410K 0.01% new Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 5,009 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,911 shares 4,911 $409K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,182 shares 15,182 $409K 0.01% new 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: not reported; 2025Q1: 1,611 shares; 2025Q2: 1,459 shares; 2025Q3: 1,661 shares 1,661 $409K 0.01% +202 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: 14,798 shares; 2024Q4: not reported; 2025Q1: 10,888 shares; 2025Q2: 15,027 shares; 2025Q3: 17,647 shares 17,647 $408K 0.01% +2,620 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: 2,660 shares; 2024Q4: 3,677 shares; 2025Q1: 2,775 shares; 2025Q2: 3,310 shares; 2025Q3: 3,210 shares 3,210 $407K 0.01% -100 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,394 shares; 2025Q3: 11,619 shares 11,619 $406K 0.01% -2,775 Timeline DFCF 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: 9,443 shares 9,443 $404K 0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,385 shares; 2024Q4: 7,773 shares; 2025Q1: 8,894 shares; 2025Q2: 7,674 shares; 2025Q3: 7,504 shares 7,504 $404K 0.01% -170 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: 2,592 shares; 2024Q4: 3,162 shares; 2025Q1: not reported; 2025Q2: 1,986 shares; 2025Q3: 1,998 shares 1,998 $403K 0.01% +12 Timeline IQQQ 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: not reported; 2025Q1: not reported; 2025Q2: 9,092 shares; 2025Q3: 9,092 shares 9,092 $401K 0.01% 0 Timeline MDWD MEDIWOUND LTD More: the full row for MEDIWOUND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,158 shares; 2025Q1: 12,162 shares; 2025Q2: 12,162 shares; 2025Q3: 22,209 shares 22,209 $400K 0.01% +10,047 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,283 shares; 2025Q1: 2,250 shares; 2025Q2: 2,391 shares; 2025Q3: 2,397 shares 2,397 $400K 0.01% +6 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: 12,906 shares; 2024Q4: 11,711 shares; 2025Q1: 12,814 shares; 2025Q2: 12,629 shares; 2025Q3: 14,635 shares 14,635 $400K 0.01% +2,006 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,004 shares 8,004 $400K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 13,058 shares; 2025Q1: 15,519 shares; 2025Q2: not reported; 2025Q3: 23,309 shares 23,309 $398K 0.01% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,126 shares; 2024Q4: 11,963 shares; 2025Q1: 11,886 shares; 2025Q2: 11,948 shares; 2025Q3: 11,251 shares 11,251 $397K 0.01% -697 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: 7,443 shares; 2024Q4: 6,835 shares; 2025Q1: 6,615 shares; 2025Q2: 6,682 shares; 2025Q3: 3,089 shares 3,089 $396K 0.01% -3,593 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: not reported; 2024Q4: 2,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,021 shares 4,021 $395K 0.01% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,975 shares; 2025Q3: 6,300 shares 6,300 $395K 0.01% +2,325 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,490 shares 3,490 $395K 0.01% new Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,351 shares; 2024Q4: 11,426 shares; 2025Q1: 12,988 shares; 2025Q2: 13,142 shares; 2025Q3: 14,623 shares 14,623 $394K 0.01% +1,481 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,155 shares; 2025Q3: 8,305 shares 8,305 $392K 0.01% -850 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,438 shares; 2024Q4: 13,550 shares; 2025Q1: 13,551 shares; 2025Q2: 13,650 shares; 2025Q3: 14,023 shares 14,023 $392K 0.01% +373 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: not reported; 2024Q4: 10,965 shares; 2025Q1: 7,786 shares; 2025Q2: 9,062 shares; 2025Q3: 12,470 shares 12,470 $391K 0.01% +3,408 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,760 shares 16,760 $387K 0.01% new Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares 1,269 $387K 0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares 3,560 $383K 0.01% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; 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: 31,601 shares 31,601 $382K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,376 shares; 2025Q3: 3,576 shares 3,576 $381K 0.01% +200 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 8,270 shares; 2025Q1: 8,332 shares; 2025Q2: 8,615 shares; 2025Q3: 8,923 shares 8,923 $381K 0.01% +308 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,245 shares; 2025Q1: 1,425 shares; 2025Q2: 2,106 shares; 2025Q3: 1,598 shares 1,598 $381K 0.01% -508 Timeline IBDT 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: 10,731 shares; 2024Q4: 11,067 shares; 2025Q1: 18,196 shares; 2025Q2: 19,523 shares; 2025Q3: 14,885 shares 14,885 $380K 0.01% -4,638 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: 1,094 shares; 2024Q4: 1,221 shares; 2025Q1: 822 shares; 2025Q2: 787 shares; 2025Q3: 700 shares 700 $380K 0.01% -87 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: 1,667 shares; 2025Q3: 1,822 shares 1,822 $379K 0.01% +155 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 989 shares; 2025Q1: 716 shares; 2025Q2: 683 shares; 2025Q3: 737 shares 737 $379K 0.01% +54 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: 3,911 shares; 2025Q1: 3,657 shares; 2025Q2: 3,998 shares; 2025Q3: 4,279 shares 4,279 $378K 0.01% +281 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,770 shares; 2025Q3: 2,819 shares 2,819 $378K 0.01% +49 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,950 shares; 2025Q1: 1,907 shares; 2025Q2: 1,650 shares; 2025Q3: 2,127 shares 2,127 $376K 0.01% +477 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,294 shares; 2025Q1: 2,940 shares; 2025Q2: 3,093 shares; 2025Q3: 3,121 shares 3,121 $376K 0.01% +28 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,963 shares; 2025Q2: 1,892 shares; 2025Q3: 1,828 shares 1,828 $375K 0.01% -64 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 19,419 shares; 2025Q1: 19,942 shares; 2025Q2: not reported; 2025Q3: 20,568 shares 20,568 $375K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,113 shares; 2024Q4: 138,312 shares; 2025Q1: 115,527 shares; 2025Q2: 83,889 shares; 2025Q3: 82,360 shares 82,360 $374K 0.01% -1,529 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,725 shares; 2025Q3: 5,961 shares 5,961 $374K 0.01% +1,236 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: not reported; 2024Q4: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 4,654 shares 4,654 $373K 0.01% +906 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: 1,563 shares; 2024Q4: 1,078 shares; 2025Q1: 1,409 shares; 2025Q2: 1,175 shares; 2025Q3: 872 shares 872 $371K 0.01% -303 Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: 6,206 shares; 2025Q1: 6,125 shares; 2025Q2: 6,061 shares; 2025Q3: 12,118 shares 12,118 $371K 0.01% +6,057 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 4,073 shares; 2025Q1: 4,109 shares; 2025Q2: 4,133 shares; 2025Q3: 4,126 shares 4,126 $370K 0.01% -7 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 1,718 shares 1,718 $369K 0.01% -215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,066 shares 9,066 $368K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,125 shares 2,125 $367K 0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,762 shares; 2025Q2: not reported; 2025Q3: 16,051 shares 16,051 $365K 0.01% new 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: 2,144 shares; 2024Q4: 2,254 shares; 2025Q1: 2,328 shares; 2025Q2: 3,717 shares; 2025Q3: 3,708 shares 3,708 $365K 0.01% -9 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,297 shares; 2025Q1: 7,347 shares; 2025Q2: 7,336 shares; 2025Q3: 7,201 shares 7,201 $365K 0.01% -135 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,920 shares; 2025Q1: 2,996 shares; 2025Q2: 3,542 shares; 2025Q3: 3,674 shares 3,674 $364K 0.01% +132 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares 10,300 $362K 0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,496 shares; 2024Q4: 10,581 shares; 2025Q1: 10,566 shares; 2025Q2: 10,723 shares; 2025Q3: 10,822 shares 10,822 $361K 0.01% +99 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,593 shares; 2025Q1: 2,597 shares; 2025Q2: 2,628 shares; 2025Q3: 2,581 shares 2,581 $360K 0.01% -47 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,124 shares; 2025Q2: 14,635 shares; 2025Q3: 7,698 shares 7,698 $360K 0.01% -6,937 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,016 shares; 2025Q3: 14,515 shares 14,515 $360K 0.01% +5,499 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,959 shares; 2025Q1: 7,756 shares; 2025Q2: 8,783 shares; 2025Q3: 11,276 shares 11,276 $360K 0.01% +2,493 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,749 shares; 2025Q1: not reported; 2025Q2: 2,591 shares; 2025Q3: 2,733 shares 2,733 $359K 0.01% +142 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,353 shares; 2025Q1: 2,605 shares; 2025Q2: 3,408 shares; 2025Q3: 3,310 shares 3,310 $359K 0.01% -98 Timeline HYLS 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: 5,720 shares; 2024Q4: 6,550 shares; 2025Q1: 6,210 shares; 2025Q2: 7,434 shares; 2025Q3: 8,493 shares 8,493 $357K 0.01% +1,059 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,293 shares; 2024Q4: 10,804 shares; 2025Q1: 7,763 shares; 2025Q2: 7,389 shares; 2025Q3: 7,284 shares 7,284 $357K 0.01% -105 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,801 shares 26,801 $357K 0.01% new 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: not reported; 2024Q4: 387 shares; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: 681 shares 681 $356K 0.01% -29 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,032 shares; 2025Q3: 7,978 shares 7,978 $354K 0.01% +1,946 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: 4,312 shares; 2024Q4: 2,201 shares; 2025Q1: 2,421 shares; 2025Q2: 2,442 shares; 2025Q3: 2,355 shares 2,355 $353K 0.01% -87 Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,770 shares 10,770 $352K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,149 shares 2,149 $351K 0.01% new Timeline EWW 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: 6,084 shares; 2025Q1: 5,218 shares; 2025Q2: 5,329 shares; 2025Q3: 5,144 shares 5,144 $351K 0.01% -185 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,619 shares; 2025Q2: 10,695 shares; 2025Q3: 11,846 shares 11,846 $349K 0.01% +1,151 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: not reported; 2024Q4: 6,615 shares; 2025Q1: 6,505 shares; 2025Q2: 6,453 shares; 2025Q3: 8,118 shares 8,118 $348K 0.01% +1,665 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,197 shares; 2024Q4: 8,400 shares; 2025Q1: 5,729 shares; 2025Q2: 5,867 shares; 2025Q3: 8,169 shares 8,169 $348K 0.01% +2,302 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: not reported; 2024Q4: 2,520 shares; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: 2,988 shares 2,988 $347K 0.01% -47 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: not reported; 2024Q4: 4,034 shares; 2025Q1: 4,516 shares; 2025Q2: 4,319 shares; 2025Q3: 4,728 shares 4,728 $346K 0.01% +409 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,734 shares; 2025Q1: 973 shares; 2025Q2: 1,431 shares; 2025Q3: 1,359 shares 1,359 $344K 0.01% -72 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,795 shares; 2025Q3: 26,599 shares 26,599 $344K 0.01% -3,196 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,672 shares; 2025Q1: 4,078 shares; 2025Q2: 4,089 shares; 2025Q3: 5,286 shares 5,286 $342K 0.01% +1,197 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,754 shares 15,754 $342K 0.01% new 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: 4,680 shares; 2024Q4: 5,151 shares; 2025Q1: 5,353 shares; 2025Q2: 5,995 shares; 2025Q3: 7,286 shares 7,286 $342K 0.01% +1,291 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,897 shares; 2024Q4: 12,189 shares; 2025Q1: 6,628 shares; 2025Q2: 4,286 shares; 2025Q3: 4,720 shares 4,720 $341K 0.01% +434 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,517 shares; 2024Q4: 17,062 shares; 2025Q1: 20,471 shares; 2025Q2: 17,426 shares; 2025Q3: 23,932 shares 23,932 $341K 0.01% +6,506 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,826 shares; 2025Q1: 1,726 shares; 2025Q2: 575 shares; 2025Q3: 729 shares 729 $341K 0.01% +154 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,436 shares; 2024Q4: 48,813 shares; 2025Q1: not reported; 2025Q2: 14,059 shares; 2025Q3: 16,833 shares 16,833 $340K 0.01% +2,774 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares 1,445 $340K 0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,655 shares; 2025Q2: 14,372 shares; 2025Q3: 14,663 shares 14,663 $339K 0.01% +291 Timeline BBSC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,121 shares; 2025Q3: 4,569 shares 4,569 $339K 0.01% +448 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: not reported; 2024Q4: 2,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,298 shares 3,298 $339K 0.01% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 6,647 shares; 2025Q2: 5,959 shares; 2025Q3: 4,187 shares 4,187 $338K 0.01% -1,772 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,644 shares; 2025Q2: 7,844 shares; 2025Q3: 7,562 shares 7,562 $336K 0.01% -282 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: 1,954 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,743 shares 2,743 $336K 0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 827 shares; 2025Q1: 595 shares; 2025Q2: not reported; 2025Q3: 572 shares 572 $335K 0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,957 shares; 2025Q2: 8,822 shares; 2025Q3: 9,011 shares 9,011 $335K 0.01% +189 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 909 shares; 2025Q3: 1,165 shares 1,165 $334K 0.01% +256 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,668 shares 9,668 $334K 0.01% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 1,558 shares; 2025Q2: 2,558 shares; 2025Q3: 1,721 shares 1,721 $333K 0.01% -837 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,845 shares; 2025Q3: 3,693 shares 3,693 $330K 0.01% -152 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,913 shares 3,913 $328K 0.01% new Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,909 shares; 2025Q3: 26,467 shares 26,467 $328K 0.01% +558 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: 36,988 shares; 2024Q4: 38,897 shares; 2025Q1: 41,473 shares; 2025Q2: 21,251 shares; 2025Q3: 3,280 shares 3,280 $328K 0.01% -17,971 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,086 shares; 2025Q3: 6,086 shares 6,086 $324K 0.01% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,573 shares 6,573 $323K 0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,427 shares 9,427 $323K 0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,505 shares; 2025Q3: 5,667 shares 5,667 $323K 0.01% +162 Timeline JQUA 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: 6,919 shares; 2025Q1: 6,918 shares; 2025Q2: 9,137 shares; 2025Q3: 5,128 shares 5,128 $323K 0.01% -4,009 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,935 shares; 2025Q3: 14,889 shares 14,889 $322K 0.01% -1,046 Timeline DDM 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: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $322K 0.01% 0 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,537 shares; 2024Q4: 81,389 shares; 2025Q1: 11,847 shares; 2025Q2: 7,538 shares; 2025Q3: 7,404 shares 7,404 $322K 0.01% -134 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: 2,937 shares; 2025Q1: 2,863 shares; 2025Q2: 3,006 shares; 2025Q3: 3,811 shares 3,811 $322K 0.01% +805 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: 386 shares; 2024Q4: 343 shares; 2025Q1: 377 shares; 2025Q2: 483 shares; 2025Q3: 570 shares 570 $320K 0.01% +87 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,364 shares; 2025Q1: 1,620 shares; 2025Q2: 1,920 shares; 2025Q3: 2,010 shares 2,010 $320K 0.01% +90 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares 700 $319K 0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,315 shares; 2025Q1: 1,264 shares; 2025Q2: 1,174 shares; 2025Q3: 1,388 shares 1,388 $319K 0.01% +214 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: not reported; 2024Q4: 4,289 shares; 2025Q1: 4,604 shares; 2025Q2: 4,929 shares; 2025Q3: 5,016 shares 5,016 $319K 0.01% +87 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: 1,621 shares; 2024Q4: 2,682 shares; 2025Q1: 3,006 shares; 2025Q2: 3,218 shares; 2025Q3: 2,585 shares 2,585 $319K 0.01% -633 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,184 shares; 2024Q4: 13,159 shares; 2025Q1: 7,207 shares; 2025Q2: 6,271 shares; 2025Q3: 5,956 shares 5,956 $318K 0.01% -315 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,369 shares 15,369 $317K 0.01% new Timeline