VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,207 shares; 2024Q4: 395,201 shares; 2025Q1: 410,508 shares; 2025Q2: 437,487 shares; 2025Q3: 2,816,882 shares 2,816,882 $1.73B 13.71% +2,379,395 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: 25,610,568 shares; 2024Q4: 26,239,480 shares; 2025Q1: 31,236,922 shares; 2025Q2: 32,970,303 shares; 2025Q3: 34,779,046 shares 34,779,046 $916M 7.28% +1,808,743 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,597 shares; 2024Q4: 784,422 shares; 2025Q1: 809,487 shares; 2025Q2: 869,661 shares; 2025Q3: 1,372,695 shares 1,372,695 $658M 5.23% +503,034 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039,890 shares; 2024Q4: 1,025,575 shares; 2025Q1: 1,046,694 shares; 2025Q2: 1,083,431 shares; 2025Q3: 10,887,168 shares 10,887,168 $652M 5.18% +9,803,737 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,302 shares; 2024Q4: 562,903 shares; 2025Q1: 653,396 shares; 2025Q2: 765,000 shares; 2025Q3: 2,216,889 shares 2,216,889 $651M 5.17% +1,451,889 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584,817 shares; 2024Q4: 1,715,561 shares; 2025Q1: 1,786,452 shares; 2025Q2: 1,801,405 shares; 2025Q3: 3,229,930 shares 3,229,930 $602M 4.79% +1,428,525 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039,824 shares; 2024Q4: 1,038,570 shares; 2025Q1: 1,098,406 shares; 2025Q2: 1,282,119 shares; 2025Q3: 1,304,328 shares 1,304,328 $402M 3.19% +22,209 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350,147 shares; 2024Q4: 5,713,007 shares; 2025Q1: 5,742,827 shares; 2025Q2: 5,497,255 shares; 2025Q3: 5,515,662 shares 5,515,662 $364M 2.89% +18,407 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,913 shares; 2024Q4: 474,839 shares; 2025Q1: 495,663 shares; 2025Q2: 527,554 shares; 2025Q3: 537,962 shares 537,962 $360M 2.86% +10,408 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,184,166 shares; 2024Q4: 7,481,182 shares; 2025Q1: 8,865,258 shares; 2025Q2: 9,465,593 shares; 2025Q3: 10,021,294 shares 10,021,294 $297M 2.36% +555,701 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870,840 shares; 2024Q4: 2,019,042 shares; 2025Q1: 2,024,959 shares; 2025Q2: 2,139,118 shares; 2025Q3: 2,349,867 shares 2,349,867 $205M 1.63% +210,749 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: 3,203,535 shares; 2024Q4: 3,785,981 shares; 2025Q1: 3,274,439 shares; 2025Q2: 3,274,605 shares; 2025Q3: 3,250,918 shares 3,250,918 $194M 1.54% -23,687 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,978 shares; 2024Q4: 640,275 shares; 2025Q1: 626,839 shares; 2025Q2: 718,068 shares; 2025Q3: 760,672 shares 760,672 $194M 1.54% +42,604 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,146 shares; 2024Q4: 353,235 shares; 2025Q1: 484,613 shares; 2025Q2: 503,853 shares; 2025Q3: 573,064 shares 573,064 $188M 1.49% +69,211 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,859,051 shares; 2024Q4: 4,801,342 shares; 2025Q1: 5,301,276 shares; 2025Q2: 5,757,249 shares; 2025Q3: 5,867,969 shares 5,867,969 $187M 1.49% +110,720 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,996 shares; 2024Q4: 463,399 shares; 2025Q1: 497,435 shares; 2025Q2: 597,195 shares; 2025Q3: 621,300 shares 621,300 $183M 1.45% +24,105 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432,653 shares; 2024Q4: 1,466,229 shares; 2025Q1: 1,437,266 shares; 2025Q2: 1,461,545 shares; 2025Q3: 1,478,979 shares 1,478,979 $176M 1.4% +17,434 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219,810 shares; 2024Q4: 1,184,607 shares; 2025Q1: 1,249,362 shares; 2025Q2: 1,263,378 shares; 2025Q3: 1,293,428 shares 1,293,428 $156M 1.24% +30,050 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,078 shares; 2024Q4: 786,783 shares; 2025Q1: 823,904 shares; 2025Q2: 873,129 shares; 2025Q3: 886,534 shares 886,534 $155M 1.23% +13,405 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: 469,044 shares; 2024Q4: 485,602 shares; 2025Q1: 490,383 shares; 2025Q2: 502,158 shares; 2025Q3: 506,199 shares 506,199 $151M 1.2% +4,041 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: 3,311,151 shares; 2024Q4: 3,427,107 shares; 2025Q1: 3,837,471 shares; 2025Q2: 4,544,933 shares; 2025Q3: 4,734,490 shares 4,734,490 $138M 1.1% +189,557 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,935 shares; 2024Q4: 505,282 shares; 2025Q1: 466,312 shares; 2025Q2: 477,756 shares; 2025Q3: 495,332 shares 495,332 $126M 1% +17,576 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,415 shares; 2024Q4: 259,446 shares; 2025Q1: 265,996 shares; 2025Q2: 270,073 shares; 2025Q3: 262,935 shares 262,935 $123M 0.98% -7,138 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,675 shares; 2024Q4: 150,336 shares; 2025Q1: 151,729 shares; 2025Q2: 159,852 shares; 2025Q3: 171,487 shares 171,487 $114M 0.91% +11,635 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079,536 shares; 2024Q4: 1,099,386 shares; 2025Q1: 1,122,054 shares; 2025Q2: 1,643,920 shares; 2025Q3: 1,707,385 shares 1,707,385 $111M 0.89% +63,465 Timeline SCHF 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: 3,689,888 shares; 2024Q4: 3,851,680 shares; 2025Q1: 4,175,358 shares; 2025Q2: 4,410,971 shares; 2025Q3: 4,404,339 shares 4,404,339 $103M 0.81% -6,632 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,121 shares; 2024Q4: 162,589 shares; 2025Q1: 166,813 shares; 2025Q2: 181,794 shares; 2025Q3: 188,938 shares 188,938 $97.9M 0.78% +7,144 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,796 shares; 2024Q4: 387,247 shares; 2025Q1: 391,713 shares; 2025Q2: 437,040 shares; 2025Q3: 449,384 shares 449,384 $93.8M 0.75% +12,344 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,885 shares; 2024Q4: 542,600 shares; 2025Q1: 616,976 shares; 2025Q2: 737,034 shares; 2025Q3: 1,012,373 shares 1,012,373 $92.9M 0.74% +275,339 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,069 shares; 2024Q4: 147,805 shares; 2025Q1: 150,229 shares; 2025Q2: 150,080 shares; 2025Q3: 152,118 shares 152,118 $76.5M 0.61% +2,038 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,719 shares; 2024Q4: 325,880 shares; 2025Q1: 351,642 shares; 2025Q2: 358,694 shares; 2025Q3: 369,806 shares 369,806 $76.4M 0.61% +11,112 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,815 shares; 2024Q4: 315,448 shares; 2025Q1: 324,419 shares; 2025Q2: 330,078 shares; 2025Q3: 330,241 shares 330,241 $67.2M 0.53% +163 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,380 shares; 2024Q4: 275,403 shares; 2025Q1: 252,482 shares; 2025Q2: 299,654 shares; 2025Q3: 335,134 shares 335,134 $62.5M 0.5% +35,480 Timeline SCHE 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: 1,527,541 shares; 2024Q4: 1,581,682 shares; 2025Q1: 1,692,636 shares; 2025Q2: 1,768,550 shares; 2025Q3: 1,843,037 shares 1,843,037 $61.5M 0.49% +74,487 Timeline AMID 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: 1,027,016 shares; 2024Q4: 1,236,643 shares; 2025Q1: 1,396,130 shares; 2025Q2: 1,627,459 shares; 2025Q3: 1,759,639 shares 1,759,639 $59.8M 0.48% +132,180 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: 512,733 shares; 2024Q4: 886,372 shares; 2025Q1: 894,687 shares; 2025Q2: 936,480 shares; 2025Q3: 976,736 shares 976,736 $59.7M 0.47% +40,256 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: 304,344 shares; 2024Q4: 306,230 shares; 2025Q1: 228,513 shares; 2025Q2: 231,039 shares; 2025Q3: 232,113 shares 232,113 $56.2M 0.45% +1,074 Timeline SCHA 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: 1,417,477 shares; 2024Q4: 1,435,140 shares; 2025Q1: 1,507,532 shares; 2025Q2: 1,909,449 shares; 2025Q3: 1,958,128 shares 1,958,128 $54.6M 0.43% +48,679 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,996 shares; 2024Q4: 576,226 shares; 2025Q1: 721,392 shares; 2025Q2: 716,214 shares; 2025Q3: 729,446 shares 729,446 $53.6M 0.43% +13,232 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,876 shares; 2024Q4: 845,635 shares; 2025Q1: 675,036 shares; 2025Q2: 681,756 shares; 2025Q3: 747,377 shares 747,377 $53.3M 0.42% +65,621 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,004 shares; 2024Q4: 144,681 shares; 2025Q1: 166,110 shares; 2025Q2: 379,673 shares; 2025Q3: 447,770 shares 447,770 $51M 0.41% +68,097 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,758 shares; 2024Q4: 320,031 shares; 2025Q1: 340,284 shares; 2025Q2: 264,309 shares; 2025Q3: 301,139 shares 301,139 $42.4M 0.34% +36,830 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 272,275 shares; 2025Q1: 268,894 shares; 2025Q2: 266,621 shares; 2025Q3: 314,403 shares 314,403 $42.1M 0.33% +47,782 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912,815 shares; 2024Q4: 865,783 shares; 2025Q1: 859,285 shares; 2025Q2: 748,688 shares; 2025Q3: 769,820 shares 769,820 $41.7M 0.33% +21,132 Timeline DFAU 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: 899,255 shares 899,255 $41.1M 0.33% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,888 shares; 2024Q4: 474,857 shares; 2025Q1: 462,086 shares; 2025Q2: 446,208 shares; 2025Q3: 441,915 shares 441,915 $40.4M 0.32% -4,293 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,414 shares; 2024Q4: 181,709 shares; 2025Q1: 174,207 shares; 2025Q2: 183,490 shares; 2025Q3: 180,515 shares 180,515 $39.6M 0.31% -2,975 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,117 shares; 2024Q4: 330,990 shares; 2025Q1: 326,411 shares; 2025Q2: 278,925 shares; 2025Q3: 272,977 shares 272,977 $38.2M 0.3% -5,948 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,401 shares; 2024Q4: 136,508 shares; 2025Q1: 137,135 shares; 2025Q2: 148,720 shares; 2025Q3: 153,528 shares 153,528 $37.3M 0.3% +4,808 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 49 shares; 2025Q2: 51 shares; 2025Q3: 49 shares 49 $37M 0.29% -2 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,588 shares; 2024Q4: 460,339 shares; 2025Q1: 473,295 shares; 2025Q2: 470,679 shares; 2025Q3: 468,555 shares 468,555 $35.9M 0.29% -2,124 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,802 shares; 2024Q4: 471,354 shares; 2025Q1: 473,907 shares; 2025Q2: 466,838 shares; 2025Q3: 449,157 shares 449,157 $35.2M 0.28% -17,681 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,945 shares; 2024Q4: 324,216 shares; 2025Q1: 333,093 shares; 2025Q2: 336,039 shares; 2025Q3: 374,771 shares 374,771 $35M 0.28% +38,732 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: 197,529 shares; 2024Q4: 199,645 shares; 2025Q1: 205,915 shares; 2025Q2: 236,698 shares; 2025Q3: 237,990 shares 237,990 $33.9M 0.27% +1,292 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,963 shares; 2024Q4: 194,250 shares; 2025Q1: 195,597 shares; 2025Q2: 220,049 shares; 2025Q3: 227,479 shares 227,479 $32.2M 0.26% +7,430 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: 59,957 shares; 2024Q4: 61,206 shares; 2025Q1: 72,613 shares; 2025Q2: 77,307 shares; 2025Q3: 77,350 shares 77,350 $28.3M 0.22% +43 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: 89,073 shares; 2024Q4: 87,114 shares; 2025Q1: 84,637 shares; 2025Q2: 80,669 shares; 2025Q3: 84,443 shares 84,443 $27M 0.21% +3,774 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,714 shares; 2024Q4: 106,560 shares; 2025Q1: 105,483 shares; 2025Q2: 101,541 shares; 2025Q3: 105,599 shares 105,599 $25.7M 0.2% +4,058 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: 161,262 shares; 2024Q4: 164,955 shares; 2025Q1: 169,866 shares; 2025Q2: 180,420 shares; 2025Q3: 179,375 shares 179,375 $25.1M 0.2% -1,045 Timeline ABIG 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: 581,188 shares; 2025Q3: 775,489 shares 775,489 $24.5M 0.19% +194,301 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290,894 shares; 2024Q4: 1,311,045 shares; 2025Q1: 1,293,548 shares; 2025Q2: 1,364,002 shares; 2025Q3: 1,362,325 shares 1,362,325 $23.4M 0.19% -1,677 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,900 shares; 2024Q4: 62,350 shares; 2025Q1: 63,578 shares; 2025Q2: 73,131 shares; 2025Q3: 74,018 shares 74,018 $23.3M 0.19% +887 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100,916 shares; 2024Q4: 1,118,663 shares; 2025Q1: 1,117,273 shares; 2025Q2: 1,159,031 shares; 2025Q3: 1,069,896 shares 1,069,896 $23.1M 0.18% -89,135 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,578 shares; 2024Q4: 33,427 shares; 2025Q1: 34,348 shares; 2025Q2: 36,565 shares; 2025Q3: 38,128 shares 38,128 $22.9M 0.18% +1,563 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,905 shares; 2024Q4: 155,057 shares; 2025Q1: 157,860 shares; 2025Q2: 160,175 shares; 2025Q3: 157,542 shares 157,542 $21.7M 0.17% -2,633 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,685 shares; 2024Q4: 445,532 shares; 2025Q1: 423,065 shares; 2025Q2: 420,478 shares; 2025Q3: 821,788 shares 821,788 $21.2M 0.17% +401,310 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,728 shares; 2024Q4: 19,255 shares; 2025Q1: 22,404 shares; 2025Q2: 26,046 shares; 2025Q3: 196,094 shares 196,094 $20.5M 0.16% +170,048 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,734 shares; 2024Q4: 158,494 shares; 2025Q1: 155,467 shares; 2025Q2: 168,453 shares; 2025Q3: 174,832 shares 174,832 $19.7M 0.16% +6,379 Timeline DFAE 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: 624,304 shares 624,304 $19.7M 0.16% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,724 shares; 2024Q4: 24,128 shares; 2025Q1: 24,762 shares; 2025Q2: 26,924 shares; 2025Q3: 26,365 shares 26,365 $19.4M 0.15% -559 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,215 shares; 2024Q4: 11,113 shares; 2025Q1: 11,364 shares; 2025Q2: 172,768 shares; 2025Q3: 171,950 shares 171,950 $18.5M 0.15% -818 Timeline DFIC 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: 562,437 shares 562,437 $18.4M 0.15% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,109 shares; 2024Q4: 444,265 shares; 2025Q1: 465,162 shares; 2025Q2: 464,941 shares; 2025Q3: 674,487 shares 674,487 $18.4M 0.15% +209,546 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,990 shares; 2024Q4: 137,695 shares; 2025Q1: 148,696 shares; 2025Q2: 159,133 shares; 2025Q3: 166,427 shares 166,427 $18.4M 0.15% +7,294 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,331 shares; 2024Q4: 133,472 shares; 2025Q1: 133,714 shares; 2025Q2: 137,654 shares; 2025Q3: 139,210 shares 139,210 $18.3M 0.15% +1,556 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,835 shares; 2024Q4: 27,052 shares; 2025Q1: 30,830 shares; 2025Q2: 62,697 shares; 2025Q3: 40,633 shares 40,633 $18.1M 0.14% -22,064 Timeline VIOO 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: 89,384 shares; 2024Q4: 91,177 shares; 2025Q1: 90,773 shares; 2025Q2: 158,217 shares; 2025Q3: 163,329 shares 163,329 $18M 0.14% +5,112 Timeline IVOG 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: 12,595 shares; 2024Q4: 44,644 shares; 2025Q1: 49,598 shares; 2025Q2: 128,829 shares; 2025Q3: 149,625 shares 149,625 $17.9M 0.14% +20,796 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,982 shares; 2024Q4: 207,289 shares; 2025Q1: 238,119 shares; 2025Q2: 256,322 shares; 2025Q3: 272,402 shares 272,402 $17.7M 0.14% +16,080 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,780 shares; 2024Q4: 84,750 shares; 2025Q1: 81,838 shares; 2025Q2: 95,965 shares; 2025Q3: 110,341 shares 110,341 $17M 0.13% +14,376 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: 505,344 shares; 2024Q4: 528,685 shares; 2025Q1: 552,221 shares; 2025Q2: 589,597 shares; 2025Q3: 703,175 shares 703,175 $16.5M 0.13% +113,578 Timeline DFIV 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: 22,689 shares; 2024Q4: 43,521 shares; 2025Q1: 44,065 shares; 2025Q2: 44,173 shares; 2025Q3: 352,884 shares 352,884 $16.3M 0.13% +308,711 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,863 shares; 2024Q4: 122,604 shares; 2025Q1: 141,774 shares; 2025Q2: 154,178 shares; 2025Q3: 157,797 shares 157,797 $16.3M 0.13% +3,619 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,322 shares; 2024Q4: 45,473 shares; 2025Q1: 45,406 shares; 2025Q2: 47,176 shares; 2025Q3: 48,773 shares 48,773 $16.1M 0.13% +1,597 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,818 shares; 2024Q4: 118,945 shares; 2025Q1: 120,395 shares; 2025Q2: 149,549 shares; 2025Q3: 145,224 shares 145,224 $15.2M 0.12% -4,325 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: 137,801 shares; 2024Q4: 138,684 shares; 2025Q1: 132,509 shares; 2025Q2: 129,865 shares; 2025Q3: 359,396 shares 359,396 $13.9M 0.11% +229,531 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,877 shares; 2024Q4: 37,549 shares; 2025Q1: 37,488 shares; 2025Q2: 37,185 shares; 2025Q3: 39,176 shares 39,176 $13.4M 0.11% +1,991 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,963 shares; 2025Q1: 13,779 shares; 2025Q2: 13,876 shares; 2025Q3: 13,826 shares 13,826 $13.2M 0.1% -50 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: 98,020 shares; 2024Q4: 94,171 shares; 2025Q1: 92,331 shares; 2025Q2: 81,140 shares; 2025Q3: 74,380 shares 74,380 $13.2M 0.1% -6,760 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,713 shares; 2024Q4: 56,994 shares; 2025Q1: 62,368 shares; 2025Q2: 62,543 shares; 2025Q3: 60,724 shares 60,724 $13.1M 0.1% -1,819 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,073 shares; 2024Q4: 94,493 shares; 2025Q1: 94,641 shares; 2025Q2: 99,828 shares; 2025Q3: 100,540 shares 100,540 $13M 0.1% +712 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: 117,526 shares; 2024Q4: 119,254 shares; 2025Q1: 124,150 shares; 2025Q2: 126,873 shares; 2025Q3: 132,523 shares 132,523 $12.8M 0.1% +5,650 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: 223,843 shares; 2024Q4: 223,661 shares; 2025Q1: 226,476 shares; 2025Q2: 229,988 shares; 2025Q3: 238,477 shares 238,477 $12.7M 0.1% +8,489 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: 87,987 shares; 2024Q4: 87,490 shares; 2025Q1: 87,499 shares; 2025Q2: 87,896 shares; 2025Q3: 89,558 shares 89,558 $12.7M 0.1% +1,662 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,091 shares; 2024Q4: 68,723 shares; 2025Q1: 64,178 shares; 2025Q2: 65,525 shares; 2025Q3: 67,782 shares 67,782 $12.6M 0.1% +2,257 Timeline DFGP 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: 225,878 shares 225,878 $12.6M 0.1% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,403 shares; 2024Q4: 112,658 shares; 2025Q1: 117,805 shares; 2025Q2: 118,326 shares; 2025Q3: 125,171 shares 125,171 $12.5M 0.1% +6,845 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321,178 shares 321,178 $12.1M 0.1% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,704 shares; 2024Q4: 114,879 shares; 2025Q1: 116,036 shares; 2025Q2: 124,435 shares; 2025Q3: 126,373 shares 126,373 $12.1M 0.1% +1,938 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,953 shares; 2024Q4: 157,368 shares; 2025Q1: 153,015 shares; 2025Q2: 186,388 shares; 2025Q3: 177,559 shares 177,559 $12M 0.1% -8,829 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,315 shares; 2025Q1: 12,720 shares; 2025Q2: 13,198 shares; 2025Q3: 13,008 shares 13,008 $12M 0.1% -190 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,831 shares; 2024Q4: 46,065 shares; 2025Q1: 43,996 shares; 2025Q2: 43,513 shares; 2025Q3: 46,798 shares 46,798 $12M 0.1% +3,285 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,907 shares; 2024Q4: 192,161 shares; 2025Q1: 207,836 shares; 2025Q2: 206,025 shares; 2025Q3: 208,771 shares 208,771 $11.9M 0.09% +2,746 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,155 shares; 2024Q4: 29,079 shares; 2025Q1: 30,054 shares; 2025Q2: 30,087 shares; 2025Q3: 41,662 shares 41,662 $11.7M 0.09% +11,575 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,342 shares 219,342 $11.6M 0.09% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,830 shares; 2024Q4: 206,491 shares; 2025Q1: 209,925 shares; 2025Q2: 227,085 shares; 2025Q3: 222,531 shares 222,531 $11.5M 0.09% -4,554 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,857 shares; 2024Q4: 12,453 shares; 2025Q1: 11,622 shares; 2025Q2: 12,460 shares; 2025Q3: 14,493 shares 14,493 $11.1M 0.09% +2,033 Timeline ALIL 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: 296,397 shares; 2025Q3: 373,133 shares 373,133 $10.9M 0.09% +76,736 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,698 shares; 2024Q4: 366,222 shares; 2025Q1: 360,151 shares; 2025Q2: 392,406 shares; 2025Q3: 410,095 shares 410,095 $10.5M 0.08% +17,689 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,286 shares; 2024Q4: 78,460 shares; 2025Q1: 76,800 shares; 2025Q2: 76,881 shares; 2025Q3: 76,954 shares 76,954 $10.4M 0.08% +73 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,339 shares; 2024Q4: 13,020 shares; 2025Q1: 12,370 shares; 2025Q2: 13,037 shares; 2025Q3: 13,431 shares 13,431 $10M 0.08% +394 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,463 shares; 2024Q4: 52,464 shares; 2025Q1: 52,306 shares; 2025Q2: 52,575 shares; 2025Q3: 52,553 shares 52,553 $9.88M 0.08% -22 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,497 shares; 2024Q4: 46,121 shares; 2025Q1: 42,650 shares; 2025Q2: 43,410 shares; 2025Q3: 42,657 shares 42,657 $9.88M 0.08% -753 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 327 shares; 2025Q1: 6,949 shares; 2025Q2: 6,863 shares; 2025Q3: 6,599 shares 6,599 $9.88M 0.08% -264 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,856 shares; 2024Q4: 266,321 shares; 2025Q1: 265,021 shares; 2025Q2: 249,458 shares; 2025Q3: 255,975 shares 255,975 $9.3M 0.07% +6,517 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,403 shares; 2024Q4: 44,979 shares; 2025Q1: 46,109 shares; 2025Q2: 50,021 shares; 2025Q3: 49,322 shares 49,322 $9M 0.07% -699 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,997 shares; 2024Q4: 19,890 shares; 2025Q1: 17,980 shares; 2025Q2: 20,151 shares; 2025Q3: 22,050 shares 22,050 $8.93M 0.07% +1,899 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,901 shares 89,901 $8.67M 0.07% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,889 shares; 2024Q4: 24,353 shares; 2025Q1: 33,764 shares; 2025Q2: 34,506 shares; 2025Q3: 34,677 shares 34,677 $8.46M 0.07% +171 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,619 shares; 2024Q4: 25,911 shares; 2025Q1: 25,785 shares; 2025Q2: 26,609 shares; 2025Q3: 26,807 shares 26,807 $8.15M 0.06% +198 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,849 shares; 2024Q4: 154,249 shares; 2025Q1: 167,563 shares; 2025Q2: 179,694 shares; 2025Q3: 178,710 shares 178,710 $8.13M 0.06% -984 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,858 shares; 2024Q4: 21,556 shares; 2025Q1: 25,580 shares; 2025Q2: 28,969 shares; 2025Q3: 28,180 shares 28,180 $7.95M 0.06% -789 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,046 shares; 2024Q4: 140,088 shares; 2025Q1: 131,218 shares; 2025Q2: 131,240 shares; 2025Q3: 131,461 shares 131,461 $7.86M 0.06% +221 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 5,214 shares; 2025Q1: 5,221 shares; 2025Q2: 60,790 shares; 2025Q3: 70,683 shares 70,683 $7.8M 0.06% +9,893 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,561 shares; 2024Q4: 38,733 shares; 2025Q1: 38,470 shares; 2025Q2: 45,112 shares; 2025Q3: 50,208 shares 50,208 $7.8M 0.06% +5,096 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,189 shares; 2024Q4: 22,459 shares; 2025Q1: 20,131 shares; 2025Q2: 21,268 shares; 2025Q3: 22,154 shares 22,154 $7.65M 0.06% +886 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,940 shares; 2024Q4: 98,130 shares; 2025Q1: 85,530 shares; 2025Q2: 110,291 shares; 2025Q3: 111,202 shares 111,202 $7.37M 0.06% +911 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,317 shares; 2024Q4: 67,669 shares; 2025Q1: 77,218 shares; 2025Q2: 76,308 shares; 2025Q3: 78,905 shares 78,905 $7.37M 0.06% +2,597 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,819 shares; 2024Q4: 33,237 shares; 2025Q1: 32,974 shares; 2025Q2: 28,312 shares; 2025Q3: 33,717 shares 33,717 $7.28M 0.06% +5,405 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: 91,160 shares 91,160 $7.08M 0.06% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,147 shares; 2024Q4: 50,210 shares; 2025Q1: 48,604 shares; 2025Q2: 49,622 shares; 2025Q3: 49,378 shares 49,378 $6.93M 0.06% -244 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 9,861 shares; 2025Q1: 10,611 shares; 2025Q2: 12,029 shares; 2025Q3: 11,996 shares 11,996 $6.82M 0.05% -33 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,069 shares; 2024Q4: 82,420 shares; 2025Q1: 81,941 shares; 2025Q2: 81,855 shares; 2025Q3: 81,512 shares 81,512 $6.81M 0.05% -343 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,532 shares; 2024Q4: 43,452 shares; 2025Q1: 45,546 shares; 2025Q2: 48,321 shares; 2025Q3: 49,375 shares 49,375 $6.61M 0.05% +1,054 Timeline ICF 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: 111,522 shares; 2024Q4: 112,476 shares; 2025Q1: 102,011 shares; 2025Q2: 110,131 shares; 2025Q3: 106,050 shares 106,050 $6.53M 0.05% -4,081 Timeline JBND 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: 118,042 shares 118,042 $6.39M 0.05% new 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: 174,658 shares; 2024Q4: 190,028 shares; 2025Q1: 192,011 shares; 2025Q2: 183,068 shares; 2025Q3: 175,648 shares 175,648 $6.27M 0.05% -7,420 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,614 shares; 2024Q4: 17,687 shares; 2025Q1: 16,117 shares; 2025Q2: 29,831 shares; 2025Q3: 29,800 shares 29,800 $6.24M 0.05% -31 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,630 shares; 2024Q4: 180,250 shares; 2025Q1: 186,413 shares; 2025Q2: 196,437 shares; 2025Q3: 197,968 shares 197,968 $6.19M 0.05% +1,531 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 17,039 shares; 2025Q1: 13,527 shares; 2025Q2: 19,162 shares; 2025Q3: 20,427 shares 20,427 $6.14M 0.05% +1,265 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,506 shares 30,506 $6.08M 0.05% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 5,576 shares; 2025Q1: 5,496 shares; 2025Q2: 5,560 shares; 2025Q3: 5,074 shares 5,074 $6.08M 0.05% -486 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: 51,420 shares; 2024Q4: 57,096 shares; 2025Q1: 65,009 shares; 2025Q2: 66,375 shares; 2025Q3: 65,373 shares 65,373 $6.08M 0.05% -1,002 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,233 shares; 2024Q4: 88,187 shares; 2025Q1: 88,194 shares; 2025Q2: 88,194 shares; 2025Q3: 131,875 shares 131,875 $6.03M 0.05% +43,681 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: 11,424 shares; 2024Q4: 11,427 shares; 2025Q1: 11,430 shares; 2025Q2: 11,493 shares; 2025Q3: 12,963 shares 12,963 $6.01M 0.05% +1,470 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,901 shares; 2024Q4: 27,809 shares; 2025Q1: 27,485 shares; 2025Q2: 28,881 shares; 2025Q3: 29,837 shares 29,837 $5.92M 0.05% +956 Timeline MGK 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: 13,069 shares; 2024Q4: 13,193 shares; 2025Q1: 13,269 shares; 2025Q2: 13,120 shares; 2025Q3: 14,637 shares 14,637 $5.89M 0.05% +1,517 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184,093 shares 184,093 $5.86M 0.05% new Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,570 shares; 2024Q4: 90,772 shares; 2025Q1: 92,535 shares; 2025Q2: 100,785 shares; 2025Q3: 98,279 shares 98,279 $5.7M 0.05% -2,506 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,244 shares; 2024Q4: 11,071 shares; 2025Q1: 10,943 shares; 2025Q2: 11,099 shares; 2025Q3: 11,835 shares 11,835 $5.65M 0.04% +736 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,161 shares 64,161 $5.64M 0.04% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,345 shares 109,345 $5.55M 0.04% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,293 shares; 2024Q4: 15,099 shares; 2025Q1: 15,746 shares; 2025Q2: 15,906 shares; 2025Q3: 16,608 shares 16,608 $5.53M 0.04% +702 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,862 shares; 2024Q4: 68,928 shares; 2025Q1: 68,568 shares; 2025Q2: 67,518 shares; 2025Q3: 69,560 shares 69,560 $5.49M 0.04% +2,042 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: 179,882 shares; 2024Q4: 180,525 shares; 2025Q1: 180,872 shares; 2025Q2: 39,103 shares; 2025Q3: 43,982 shares 43,982 $5.36M 0.04% +4,879 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 25,784 shares; 2025Q1: 25,284 shares; 2025Q2: 25,284 shares; 2025Q3: 25,035 shares 25,035 $5.29M 0.04% -249 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,740 shares; 2024Q4: 24,219 shares; 2025Q1: 21,659 shares; 2025Q2: 22,318 shares; 2025Q3: 22,283 shares 22,283 $5.27M 0.04% -35 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,657 shares; 2024Q4: 231,512 shares; 2025Q1: 227,607 shares; 2025Q2: 220,363 shares; 2025Q3: 206,544 shares 206,544 $5.26M 0.04% -13,819 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: 29,194 shares; 2024Q4: 29,226 shares; 2025Q1: 29,235 shares; 2025Q2: 44,213 shares; 2025Q3: 43,577 shares 43,577 $5.25M 0.04% -636 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,568 shares; 2024Q4: 106,346 shares; 2025Q1: 107,956 shares; 2025Q2: 113,709 shares; 2025Q3: 118,929 shares 118,929 $5.23M 0.04% +5,220 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: 28,508 shares; 2024Q4: 28,266 shares; 2025Q1: 24,047 shares; 2025Q2: 23,347 shares; 2025Q3: 75,322 shares 75,322 $5.08M 0.04% +51,975 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,609 shares; 2024Q4: 62,645 shares; 2025Q1: 61,089 shares; 2025Q2: 58,820 shares; 2025Q3: 60,584 shares 60,584 $5.08M 0.04% +1,764 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 4,989 shares; 2025Q1: 7,200 shares; 2025Q2: 7,157 shares; 2025Q3: 25,713 shares 25,713 $5.04M 0.04% +18,556 Timeline DFEV 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: 157,314 shares 157,314 $5.02M 0.04% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,942 shares; 2024Q4: 12,006 shares; 2025Q1: 13,502 shares; 2025Q2: 11,659 shares; 2025Q3: 86,016 shares 86,016 $4.94M 0.04% +74,357 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,236 shares; 2024Q4: 50,246 shares; 2025Q1: 65,246 shares; 2025Q2: 80,770 shares; 2025Q3: 105,175 shares 105,175 $4.94M 0.04% +24,405 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,963 shares 62,963 $4.81M 0.04% new 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: 8,865 shares; 2024Q4: 17,959 shares; 2025Q1: 17,782 shares; 2025Q2: 18,177 shares; 2025Q3: 18,341 shares 18,341 $4.78M 0.04% +164 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: 9,027 shares; 2024Q4: 9,144 shares; 2025Q1: 8,805 shares; 2025Q2: 21,571 shares; 2025Q3: 22,538 shares 22,538 $4.54M 0.04% +967 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,967 shares; 2024Q4: 8,910 shares; 2025Q1: 8,797 shares; 2025Q2: 28,217 shares; 2025Q3: 9,318 shares 9,318 $4.52M 0.04% -18,899 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,161 shares; 2024Q4: 89,274 shares; 2025Q1: 88,922 shares; 2025Q2: 80,391 shares; 2025Q3: 92,797 shares 92,797 $4.48M 0.04% +12,406 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,776 shares 87,776 $4.43M 0.04% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,165 shares; 2024Q4: 22,302 shares; 2025Q1: 19,309 shares; 2025Q2: 24,030 shares; 2025Q3: 25,491 shares 25,491 $4.27M 0.03% +1,461 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,164 shares; 2024Q4: 65,253 shares; 2025Q1: 65,919 shares; 2025Q2: 66,127 shares; 2025Q3: 67,078 shares 67,078 $4.25M 0.03% +951 Timeline PZA 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: 19,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,801 shares 180,801 $4.17M 0.03% new 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: 46,870 shares; 2024Q4: 47,522 shares; 2025Q1: 29,010 shares; 2025Q2: 29,343 shares; 2025Q3: 50,417 shares 50,417 $4.16M 0.03% +21,074 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,763 shares; 2024Q4: 23,249 shares; 2025Q1: 22,785 shares; 2025Q2: 19,867 shares; 2025Q3: 21,872 shares 21,872 $4.15M 0.03% +2,005 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: 107,214 shares; 2024Q4: 107,165 shares; 2025Q1: 51,356 shares; 2025Q2: 51,052 shares; 2025Q3: 51,063 shares 51,063 $4.14M 0.03% +11 Timeline SLYG 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: 32,880 shares; 2024Q4: 31,239 shares; 2025Q1: 30,341 shares; 2025Q2: 31,606 shares; 2025Q3: 43,804 shares 43,804 $4.13M 0.03% +12,198 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,883 shares; 2024Q4: 23,920 shares; 2025Q1: 25,242 shares; 2025Q2: 24,017 shares; 2025Q3: 27,612 shares 27,612 $4.02M 0.03% +3,595 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,883 shares; 2024Q4: 23,462 shares; 2025Q1: 23,404 shares; 2025Q2: 41,467 shares; 2025Q3: 23,327 shares 23,327 $3.91M 0.03% -18,140 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,891 shares; 2024Q4: 23,048 shares; 2025Q1: 23,547 shares; 2025Q2: 23,980 shares; 2025Q3: 23,461 shares 23,461 $3.9M 0.03% -519 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,713 shares; 2024Q4: 29,424 shares; 2025Q1: 29,874 shares; 2025Q2: 45,498 shares; 2025Q3: 46,436 shares 46,436 $3.89M 0.03% +938 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,093 shares; 2024Q4: 11,828 shares; 2025Q1: 11,703 shares; 2025Q2: 11,420 shares; 2025Q3: 13,667 shares 13,667 $3.86M 0.03% +2,247 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,982 shares; 2024Q4: 45,112 shares; 2025Q1: 34,465 shares; 2025Q2: 35,518 shares; 2025Q3: 51,089 shares 51,089 $3.86M 0.03% +15,571 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 3,454 shares; 2025Q1: 3,624 shares; 2025Q2: 4,470 shares; 2025Q3: 4,826 shares 4,826 $3.84M 0.03% +356 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,885 shares; 2024Q4: 85,385 shares; 2025Q1: 87,515 shares; 2025Q2: 87,525 shares; 2025Q3: 85,947 shares 85,947 $3.84M 0.03% -1,578 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,284 shares; 2024Q4: 10,076 shares; 2025Q1: 9,960 shares; 2025Q2: 10,303 shares; 2025Q3: 13,050 shares 13,050 $3.83M 0.03% +2,747 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: 76,552 shares; 2024Q4: 76,552 shares; 2025Q1: 77,289 shares; 2025Q2: 76,985 shares; 2025Q3: 76,611 shares 76,611 $3.83M 0.03% -374 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 4,381 shares; 2025Q1: 4,399 shares; 2025Q2: 4,919 shares; 2025Q3: 10,798 shares 10,798 $3.81M 0.03% +5,879 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,446 shares; 2024Q4: 20,298 shares; 2025Q1: 21,097 shares; 2025Q2: 21,691 shares; 2025Q3: 48,525 shares 48,525 $3.79M 0.03% +26,834 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,129 shares; 2024Q4: 54,174 shares; 2025Q1: 52,556 shares; 2025Q2: 54,265 shares; 2025Q3: 53,626 shares 53,626 $3.67M 0.03% -639 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: 46,940 shares; 2024Q4: 46,866 shares; 2025Q1: 46,654 shares; 2025Q2: 46,827 shares; 2025Q3: 46,972 shares 46,972 $3.57M 0.03% +145 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: 104,568 shares; 2024Q4: 89,117 shares; 2025Q1: 81,372 shares; 2025Q2: 84,099 shares; 2025Q3: 76,184 shares 76,184 $3.57M 0.03% -7,915 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: 15,799 shares; 2024Q4: 15,832 shares; 2025Q1: 15,862 shares; 2025Q2: 39,584 shares; 2025Q3: 39,662 shares 39,662 $3.54M 0.03% +78 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,300 shares; 2024Q4: 26,201 shares; 2025Q1: 26,117 shares; 2025Q2: 28,119 shares; 2025Q3: 28,477 shares 28,477 $3.52M 0.03% +358 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 5,551 shares; 2025Q1: 4,720 shares; 2025Q2: 6,437 shares; 2025Q3: 5,692 shares 5,692 $3.5M 0.03% -745 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,977 shares; 2025Q1: 12,017 shares; 2025Q2: 55,157 shares; 2025Q3: 12,053 shares 12,053 $3.47M 0.03% -43,104 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,677 shares; 2024Q4: 63,235 shares; 2025Q1: 53,545 shares; 2025Q2: 34,943 shares; 2025Q3: 36,260 shares 36,260 $3.46M 0.03% +1,317 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 11,474 shares; 2025Q1: 11,473 shares; 2025Q2: 12,113 shares; 2025Q3: 12,127 shares 12,127 $3.42M 0.03% +14 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 3,365 shares; 2025Q2: 4,214 shares; 2025Q3: 4,760 shares 4,760 $3.42M 0.03% +546 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 8,794 shares; 2025Q1: 8,730 shares; 2025Q2: 8,945 shares; 2025Q3: 9,113 shares 9,113 $3.41M 0.03% +168 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,568 shares; 2024Q4: 8,486 shares; 2025Q1: 9,955 shares; 2025Q2: 10,149 shares; 2025Q3: 10,184 shares 10,184 $3.38M 0.03% +35 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND 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: 60,424 shares; 2025Q2: 60,424 shares; 2025Q3: 60,424 shares 60,424 $3.31M 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 14,845 shares; 2025Q1: 12,168 shares; 2025Q2: 13,395 shares; 2025Q3: 13,108 shares 13,108 $3.29M 0.03% -287 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,778 shares; 2025Q1: 4,775 shares; 2025Q2: 4,964 shares; 2025Q3: 5,501 shares 5,501 $3.28M 0.03% +537 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,430 shares; 2024Q4: 21,120 shares; 2025Q1: 20,287 shares; 2025Q2: 23,658 shares; 2025Q3: 23,658 shares 23,658 $3.27M 0.03% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,833 shares; 2024Q4: 17,812 shares; 2025Q1: 17,812 shares; 2025Q2: 18,577 shares; 2025Q3: 28,642 shares 28,642 $3.25M 0.03% +10,065 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,537 shares; 2024Q4: 123,537 shares; 2025Q1: 177,902 shares; 2025Q2: 207,644 shares; 2025Q3: 256,854 shares 256,854 $3.23M 0.03% +49,210 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,994 shares; 2024Q4: 44,468 shares; 2025Q1: 43,459 shares; 2025Q2: 43,377 shares; 2025Q3: 47,626 shares 47,626 $3.21M 0.03% +4,249 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,477 shares; 2024Q4: 28,119 shares; 2025Q1: 27,033 shares; 2025Q2: 28,001 shares; 2025Q3: 28,008 shares 28,008 $3.21M 0.03% +7 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,785 shares; 2024Q4: 16,829 shares; 2025Q1: 26,020 shares; 2025Q2: 7,147 shares; 2025Q3: 26,228 shares 26,228 $3.2M 0.03% +19,081 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: 35,279 shares; 2024Q4: 51,304 shares; 2025Q1: 51,304 shares; 2025Q2: 51,305 shares; 2025Q3: 54,858 shares 54,858 $3.19M 0.03% +3,553 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 8,478 shares; 2025Q1: 8,421 shares; 2025Q2: 7,940 shares; 2025Q3: 8,923 shares 8,923 $3.17M 0.03% +983 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,267 shares; 2025Q1: 5,163 shares; 2025Q2: 5,152 shares; 2025Q3: 4,933 shares 4,933 $3.15M 0.03% -219 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: 5,739 shares; 2025Q1: 5,281 shares; 2025Q2: 13,546 shares; 2025Q3: 12,769 shares 12,769 $3.15M 0.03% -777 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,634 shares; 2024Q4: 9,234 shares; 2025Q1: 9,441 shares; 2025Q2: 11,110 shares; 2025Q3: 10,934 shares 10,934 $3.08M 0.02% -176 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5,793 shares; 2025Q1: 5,779 shares; 2025Q2: 5,836 shares; 2025Q3: 7,066 shares 7,066 $3.08M 0.02% +1,230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,366 shares 69,366 $3.04M 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,196 shares; 2024Q4: 97,908 shares; 2025Q1: 29,571 shares; 2025Q2: 29,544 shares; 2025Q3: 28,849 shares 28,849 $3.03M 0.02% -695 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,132 shares; 2024Q4: 42,810 shares; 2025Q1: 44,148 shares; 2025Q2: 43,390 shares; 2025Q3: 41,534 shares 41,534 $3.03M 0.02% -1,856 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,629 shares; 2024Q4: 77,629 shares; 2025Q1: 81,930 shares; 2025Q2: 76,930 shares; 2025Q3: 51,930 shares 51,930 $3.02M 0.02% -25,000 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,100 shares; 2025Q1: 14,821 shares; 2025Q2: 21,937 shares; 2025Q3: 29,965 shares 29,965 $2.99M 0.02% +8,028 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 5,829 shares; 2025Q1: 5,498 shares; 2025Q2: 5,674 shares; 2025Q3: 5,841 shares 5,841 $2.92M 0.02% +167 Timeline FNDF 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: 58,267 shares; 2024Q4: 62,647 shares; 2025Q1: 62,267 shares; 2025Q2: 64,024 shares; 2025Q3: 67,728 shares 67,728 $2.91M 0.02% +3,704 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,865 shares; 2024Q4: 19,262 shares; 2025Q1: 19,699 shares; 2025Q2: 10,664 shares; 2025Q3: 20,094 shares 20,094 $2.9M 0.02% +9,430 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,912 shares; 2024Q4: 14,843 shares; 2025Q1: 16,500 shares; 2025Q2: 17,676 shares; 2025Q3: 16,986 shares 16,986 $2.9M 0.02% -690 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,773 shares; 2024Q4: 15,393 shares; 2025Q1: 19,540 shares; 2025Q2: 19,411 shares; 2025Q3: 19,428 shares 19,428 $2.83M 0.02% +17 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,515 shares; 2024Q4: 28,115 shares; 2025Q1: 39,036 shares; 2025Q2: 39,106 shares; 2025Q3: 39,044 shares 39,044 $2.83M 0.02% -62 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,413 shares; 2024Q4: 34,704 shares; 2025Q1: 32,900 shares; 2025Q2: 35,277 shares; 2025Q3: 31,833 shares 31,833 $2.82M 0.02% -3,444 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 670 shares; 2025Q1: 671 shares; 2025Q2: 646 shares; 2025Q3: 650 shares 650 $2.79M 0.02% +4 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 11,690 shares; 2025Q1: 29,237 shares; 2025Q2: 2,753 shares; 2025Q3: 15,122 shares 15,122 $2.78M 0.02% +12,369 Timeline PRF 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: 65,532 shares; 2024Q4: 66,450 shares; 2025Q1: 59,596 shares; 2025Q2: 60,442 shares; 2025Q3: 60,929 shares 60,929 $2.75M 0.02% +487 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,300 shares; 2024Q4: 43,237 shares; 2025Q1: 39,985 shares; 2025Q2: 32,489 shares; 2025Q3: 36,488 shares 36,488 $2.71M 0.02% +3,999 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: 4,413 shares; 2024Q4: 5,482 shares; 2025Q1: 4,130 shares; 2025Q2: 5,645 shares; 2025Q3: 25,040 shares 25,040 $2.67M 0.02% +19,395 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,943 shares; 2024Q4: 19,044 shares; 2025Q1: 23,007 shares; 2025Q2: 22,513 shares; 2025Q3: 52,981 shares 52,981 $2.65M 0.02% +30,468 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 4,938 shares; 2025Q1: 4,215 shares; 2025Q2: 4,904 shares; 2025Q3: 5,797 shares 5,797 $2.65M 0.02% +893 Timeline VOTE 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: 24,209 shares; 2024Q4: 24,355 shares; 2025Q1: 26,428 shares; 2025Q2: 13,710 shares; 2025Q3: 33,751 shares 33,751 $2.65M 0.02% +20,041 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,409 shares; 2024Q4: 72,078 shares; 2025Q1: 70,773 shares; 2025Q2: 91,721 shares; 2025Q3: 91,256 shares 91,256 $2.58M 0.02% -465 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,220 shares; 2024Q4: 80,164 shares; 2025Q1: 74,463 shares; 2025Q2: 77,225 shares; 2025Q3: 68,042 shares 68,042 $2.57M 0.02% -9,183 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,534 shares; 2024Q4: 39,367 shares; 2025Q1: 38,119 shares; 2025Q2: 41,549 shares; 2025Q3: 40,617 shares 40,617 $2.54M 0.02% -932 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 9,731 shares; 2025Q1: 10,076 shares; 2025Q2: 10,173 shares; 2025Q3: 10,078 shares 10,078 $2.49M 0.02% -95 Timeline VIOV 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: 167,016 shares; 2024Q4: 169,142 shares; 2025Q1: 168,599 shares; 2025Q2: 20,708 shares; 2025Q3: 25,872 shares 25,872 $2.46M 0.02% +5,164 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 5,312 shares; 2025Q1: 5,003 shares; 2025Q2: 5,319 shares; 2025Q3: 6,657 shares 6,657 $2.46M 0.02% +1,338 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,488 shares; 2025Q1: 1,667 shares; 2025Q2: 1,837 shares; 2025Q3: 2,098 shares 2,098 $2.45M 0.02% +261 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,147 shares; 2024Q4: 12,336 shares; 2025Q1: 13,566 shares; 2025Q2: 13,614 shares; 2025Q3: 27,228 shares 27,228 $2.43M 0.02% +13,614 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,545 shares; 2024Q4: 62,545 shares; 2025Q1: 62,545 shares; 2025Q2: 63,271 shares; 2025Q3: 63,271 shares 63,271 $2.4M 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,845 shares; 2024Q4: 34,761 shares; 2025Q1: 35,249 shares; 2025Q2: 34,548 shares; 2025Q3: 34,547 shares 34,547 $2.37M 0.02% -1 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 9,458 shares; 2025Q1: 10,730 shares; 2025Q2: 10,330 shares; 2025Q3: 11,812 shares 11,812 $2.34M 0.02% +1,482 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,296 shares; 2024Q4: 9,932 shares; 2025Q1: 9,055 shares; 2025Q2: 10,059 shares; 2025Q3: 9,869 shares 9,869 $2.34M 0.02% -190 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: 7,028 shares; 2024Q4: 6,982 shares; 2025Q1: 6,988 shares; 2025Q2: 7,125 shares; 2025Q3: 6,589 shares 6,589 $2.3M 0.02% -536 Timeline DFAI 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: 62,832 shares 62,832 $2.28M 0.02% new 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: 16,441 shares; 2024Q4: 15,650 shares; 2025Q1: 17,512 shares; 2025Q2: 17,821 shares; 2025Q3: 17,336 shares 17,336 $2.28M 0.02% -485 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 15,616 shares; 2025Q1: 51,627 shares; 2025Q2: 42,738 shares; 2025Q3: 48,092 shares 48,092 $2.23M 0.02% +5,354 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: 4,563 shares; 2024Q4: 6,719 shares; 2025Q1: 7,321 shares; 2025Q2: 8,775 shares; 2025Q3: 8,998 shares 8,998 $2.22M 0.02% +223 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,537 shares; 2024Q4: 11,767 shares; 2025Q1: 11,537 shares; 2025Q2: 14,668 shares; 2025Q3: 15,838 shares 15,838 $2.18M 0.02% +1,170 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,147 shares; 2024Q4: 14,773 shares; 2025Q1: 10,712 shares; 2025Q2: 11,503 shares; 2025Q3: 13,370 shares 13,370 $2.17M 0.02% +1,867 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 2,088 shares; 2025Q1: 1,859 shares; 2025Q2: 2,226 shares; 2025Q3: 2,315 shares 2,315 $2.13M 0.02% +89 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 9,819 shares; 2025Q1: 11,149 shares; 2025Q2: 9,465 shares; 2025Q3: 28,634 shares 28,634 $2.08M 0.02% +19,169 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: 46,824 shares; 2024Q4: 46,057 shares; 2025Q1: 46,588 shares; 2025Q2: 47,706 shares; 2025Q3: 47,725 shares 47,725 $2.07M 0.02% +19 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 5,060 shares; 2025Q1: 6,754 shares; 2025Q2: 9,785 shares; 2025Q3: 7,418 shares 7,418 $2.07M 0.02% -2,367 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,465 shares; 2024Q4: 27,296 shares; 2025Q1: 27,001 shares; 2025Q2: 29,623 shares; 2025Q3: 30,711 shares 30,711 $2.03M 0.02% +1,088 Timeline DFEM 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: 62,627 shares 62,627 $2.01M 0.02% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,518 shares; 2024Q4: 25,919 shares; 2025Q1: 23,241 shares; 2025Q2: 22,485 shares; 2025Q3: 29,006 shares 29,006 $1.97M 0.02% +6,521 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,482 shares; 2024Q4: 40,482 shares; 2025Q1: 41,491 shares; 2025Q2: 41,256 shares; 2025Q3: 38,542 shares 38,542 $1.94M 0.02% -2,714 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,848 shares 15,848 $1.94M 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,730 shares; 2024Q4: 22,018 shares; 2025Q1: 22,140 shares; 2025Q2: 21,401 shares; 2025Q3: 21,422 shares 21,422 $1.92M 0.02% +21 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,563 shares; 2024Q4: 20,670 shares; 2025Q1: 20,270 shares; 2025Q2: 18,226 shares; 2025Q3: 19,595 shares 19,595 $1.91M 0.02% +1,369 Timeline BSVO 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: 108,198 shares; 2024Q4: 108,198 shares; 2025Q1: 106,597 shares; 2025Q2: 83,024 shares; 2025Q3: 82,092 shares 82,092 $1.86M 0.01% -932 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,384 shares; 2024Q4: 41,384 shares; 2025Q1: 43,018 shares; 2025Q2: 81,842 shares; 2025Q3: 79,492 shares 79,492 $1.84M 0.01% -2,350 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,262 shares; 2024Q4: 32,342 shares; 2025Q1: 36,526 shares; 2025Q2: 35,806 shares; 2025Q3: 34,148 shares 34,148 $1.84M 0.01% -1,658 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,841 shares; 2024Q4: 6,768 shares; 2025Q1: 8,809 shares; 2025Q2: 8,842 shares; 2025Q3: 11,330 shares 11,330 $1.8M 0.01% +2,488 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,790 shares; 2025Q1: 2,789 shares; 2025Q2: 3,514 shares; 2025Q3: 3,588 shares 3,588 $1.76M 0.01% +74 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,122 shares; 2024Q4: 9,125 shares; 2025Q1: 9,548 shares; 2025Q2: 10,834 shares; 2025Q3: 10,619 shares 10,619 $1.75M 0.01% -215 Timeline GCOW 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: not reported; 2025Q2: not reported; 2025Q3: 43,800 shares 43,800 $1.74M 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,750 shares; 2025Q1: 4,813 shares; 2025Q2: 4,598 shares; 2025Q3: 4,559 shares 4,559 $1.73M 0.01% -39 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: 7,847 shares; 2024Q4: 8,735 shares; 2025Q1: 33,577 shares; 2025Q2: 39,513 shares; 2025Q3: 36,179 shares 36,179 $1.72M 0.01% -3,334 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 6,448 shares; 2025Q1: 6,448 shares; 2025Q2: 6,789 shares; 2025Q3: 6,788 shares 6,788 $1.71M 0.01% -1 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: 2,353 shares; 2024Q4: 2,309 shares; 2025Q1: 2,311 shares; 2025Q2: 2,394 shares; 2025Q3: 2,488 shares 2,488 $1.7M 0.01% +94 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: 18,937 shares; 2024Q4: 24,647 shares; 2025Q1: 32,088 shares; 2025Q2: 30,518 shares; 2025Q3: 34,596 shares 34,596 $1.66M 0.01% +4,078 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,569 shares; 2024Q4: 10,360 shares; 2025Q1: 8,474 shares; 2025Q2: 7,835 shares; 2025Q3: 8,094 shares 8,094 $1.65M 0.01% +259 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,314 shares; 2024Q4: 42,749 shares; 2025Q1: 45,236 shares; 2025Q2: 43,369 shares; 2025Q3: 36,453 shares 36,453 $1.64M 0.01% -6,916 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: 3,030 shares; 2024Q4: 3,005 shares; 2025Q1: 2,986 shares; 2025Q2: 6,604 shares; 2025Q3: 5,842 shares 5,842 $1.62M 0.01% -762 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,283 shares 44,283 $1.6M 0.01% new 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: 9,820 shares; 2024Q4: 19,666 shares; 2025Q1: 30,476 shares; 2025Q2: 35,925 shares; 2025Q3: 36,957 shares 36,957 $1.58M 0.01% +1,032 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,495 shares; 2024Q4: 8,063 shares; 2025Q1: 8,379 shares; 2025Q2: 9,199 shares; 2025Q3: 9,073 shares 9,073 $1.57M 0.01% -126 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: 4,358 shares; 2024Q4: 3,557 shares; 2025Q1: 3,479 shares; 2025Q2: 3,676 shares; 2025Q3: 3,677 shares 3,677 $1.57M 0.01% +1 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,638 shares; 2024Q4: 7,561 shares; 2025Q1: 7,315 shares; 2025Q2: 7,370 shares; 2025Q3: 7,321 shares 7,321 $1.56M 0.01% -49 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: 11,381 shares; 2024Q4: 11,690 shares; 2025Q1: 11,641 shares; 2025Q2: 12,267 shares; 2025Q3: 11,493 shares 11,493 $1.56M 0.01% -774 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,885 shares; 2025Q1: 7,109 shares; 2025Q2: 7,261 shares; 2025Q3: 7,628 shares 7,628 $1.56M 0.01% +367 Timeline HWBK HAWTHORN BANCSHARES INC More: the full row for HAWTHORN BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,144 shares; 2024Q4: 9,144 shares; 2025Q1: 50,632 shares; 2025Q2: 49,410 shares; 2025Q3: 49,628 shares 49,628 $1.54M 0.01% +218 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 5,815 shares; 2025Q1: 5,191 shares; 2025Q2: 5,368 shares; 2025Q3: 6,215 shares 6,215 $1.53M 0.01% +847 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 1,996 shares; 2025Q1: 2,059 shares; 2025Q2: 2,138 shares; 2025Q3: 3,568 shares 3,568 $1.51M 0.01% +1,430 Timeline USRT 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: 42,079 shares; 2024Q4: 38,268 shares; 2025Q1: 36,973 shares; 2025Q2: 34,921 shares; 2025Q3: 25,608 shares 25,608 $1.5M 0.01% -9,313 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 7,699 shares; 2025Q1: 7,657 shares; 2025Q2: 7,683 shares; 2025Q3: 7,750 shares 7,750 $1.49M 0.01% +67 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: 25,678 shares; 2024Q4: 25,678 shares; 2025Q1: 25,506 shares; 2025Q2: 25,544 shares; 2025Q3: 25,506 shares 25,506 $1.45M 0.01% -38 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,892 shares; 2025Q1: 5,622 shares; 2025Q2: 6,244 shares; 2025Q3: 6,460 shares 6,460 $1.43M 0.01% +216 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,064 shares; 2024Q4: 39,064 shares; 2025Q1: 36,999 shares; 2025Q2: 36,999 shares; 2025Q3: 36,269 shares 36,269 $1.43M 0.01% -730 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: 4,498 shares; 2024Q4: 5,741 shares; 2025Q1: 6,184 shares; 2025Q2: 6,692 shares; 2025Q3: 5,904 shares 5,904 $1.41M 0.01% -788 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,180 shares; 2024Q4: 34,815 shares; 2025Q1: 34,806 shares; 2025Q2: 35,271 shares; 2025Q3: 36,431 shares 36,431 $1.41M 0.01% +1,160 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: 36,960 shares; 2024Q4: 36,984 shares; 2025Q1: 30,817 shares; 2025Q2: 30,583 shares; 2025Q3: 30,639 shares 30,639 $1.38M 0.01% +56 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,774 shares; 2024Q4: 54,205 shares; 2025Q1: 54,205 shares; 2025Q2: 22,458 shares; 2025Q3: 21,180 shares 21,180 $1.38M 0.01% -1,278 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 7,820 shares; 2025Q1: 7,284 shares; 2025Q2: 8,142 shares; 2025Q3: 8,497 shares 8,497 $1.37M 0.01% +355 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,394 shares; 2025Q1: 3,811 shares; 2025Q2: 4,167 shares; 2025Q3: 4,163 shares 4,163 $1.36M 0.01% -4 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,686 shares; 2025Q1: 18,281 shares; 2025Q2: 22,216 shares; 2025Q3: 24,480 shares 24,480 $1.35M 0.01% +2,264 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,482 shares; 2025Q1: 4,550 shares; 2025Q2: 4,434 shares; 2025Q3: 4,422 shares 4,422 $1.33M 0.01% -12 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 1,020 shares; 2025Q1: 1,137 shares; 2025Q2: 1,175 shares; 2025Q3: 1,367 shares 1,367 $1.32M 0.01% +192 Timeline LAW CS DISCO INC More: the full row for CS DISCO 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: 226,011 shares; 2025Q3: 203,886 shares 203,886 $1.32M 0.01% -22,125 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 1,041 shares; 2025Q1: 1,045 shares; 2025Q2: 1,051 shares; 2025Q3: 1,210 shares 1,210 $1.31M 0.01% +159 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,544 shares; 2024Q4: 14,214 shares; 2025Q1: 14,530 shares; 2025Q2: 12,424 shares; 2025Q3: 16,194 shares 16,194 $1.26M 0.01% +3,770 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: 14,090 shares; 2024Q4: 15,359 shares; 2025Q1: 15,291 shares; 2025Q2: 15,424 shares; 2025Q3: 15,392 shares 15,392 $1.23M 0.01% -32 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: 5,116 shares; 2024Q4: 5,119 shares; 2025Q1: 5,254 shares; 2025Q2: 5,424 shares; 2025Q3: 5,707 shares 5,707 $1.22M 0.01% +283 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR 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: 19,412 shares; 2025Q1: 61,308 shares; 2025Q2: 39,137 shares; 2025Q3: 39,137 shares 39,137 $1.22M 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,685 shares; 2025Q1: 1,651 shares; 2025Q2: 1,951 shares; 2025Q3: 1,972 shares 1,972 $1.2M 0.01% +21 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,087 shares; 2024Q4: 4,002 shares; 2025Q1: 3,905 shares; 2025Q2: 6,904 shares; 2025Q3: 8,083 shares 8,083 $1.2M 0.01% +1,179 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: 17,625 shares; 2024Q4: 15,459 shares; 2025Q1: 13,803 shares; 2025Q2: 19,208 shares; 2025Q3: 13,345 shares 13,345 $1.2M 0.01% -5,863 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: 39,602 shares; 2024Q4: 38,544 shares; 2025Q1: 33,850 shares; 2025Q2: 33,806 shares; 2025Q3: 33,697 shares 33,697 $1.2M 0.01% -109 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,402 shares; 2025Q1: 2,369 shares; 2025Q2: 2,517 shares; 2025Q3: 2,517 shares 2,517 $1.2M 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,813 shares; 2024Q4: 10,523 shares; 2025Q1: 10,509 shares; 2025Q2: 10,164 shares; 2025Q3: 8,548 shares 8,548 $1.19M 0.01% -1,616 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,233 shares; 2024Q4: 12,175 shares; 2025Q1: 12,066 shares; 2025Q2: 13,429 shares; 2025Q3: 12,568 shares 12,568 $1.19M 0.01% -861 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,059 shares; 2024Q4: 45,493 shares; 2025Q1: 36,451 shares; 2025Q2: 37,862 shares; 2025Q3: 35,322 shares 35,322 $1.19M 0.01% -2,540 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,814 shares; 2024Q4: 63,111 shares; 2025Q1: 62,814 shares; 2025Q2: 63,508 shares; 2025Q3: 63,508 shares 63,508 $1.18M 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,765 shares; 2025Q1: 5,801 shares; 2025Q2: 6,150 shares; 2025Q3: 6,117 shares 6,117 $1.18M 0.01% -33 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,669 shares; 2024Q4: 12,653 shares; 2025Q1: 3,677 shares; 2025Q2: 7,173 shares; 2025Q3: 6,132 shares 6,132 $1.18M 0.01% -1,041 Timeline IVOV 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: 12,167 shares; 2024Q4: 12,087 shares; 2025Q1: 12,087 shares; 2025Q2: 5,732 shares; 2025Q3: 11,652 shares 11,652 $1.17M 0.01% +5,920 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: 14,665 shares; 2024Q4: 15,561 shares; 2025Q1: 14,859 shares; 2025Q2: 14,258 shares; 2025Q3: 13,960 shares 13,960 $1.17M 0.01% -298 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: 7,914 shares; 2024Q4: 7,765 shares; 2025Q1: 5,432 shares; 2025Q2: 2,848 shares; 2025Q3: 5,319 shares 5,319 $1.17M 0.01% +2,471 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: 4,231 shares; 2024Q4: 3,509 shares; 2025Q1: 6,449 shares; 2025Q2: 6,449 shares; 2025Q3: 8,878 shares 8,878 $1.16M 0.01% +2,429 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: 9,190 shares; 2025Q1: 9,174 shares; 2025Q2: 8,956 shares; 2025Q3: 9,164 shares 9,164 $1.15M 0.01% +208 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,968 shares; 2024Q4: 13,120 shares; 2025Q1: 13,682 shares; 2025Q2: 14,156 shares; 2025Q3: 13,586 shares 13,586 $1.15M 0.01% -570 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 166,041 shares 166,041 $1.15M 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 8,787 shares; 2025Q1: 8,605 shares; 2025Q2: 8,701 shares; 2025Q3: 8,892 shares 8,892 $1.15M 0.01% +191 Timeline AOR 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: 10,527 shares; 2024Q4: 14,370 shares; 2025Q1: 15,870 shares; 2025Q2: 15,870 shares; 2025Q3: 17,659 shares 17,659 $1.14M 0.01% +1,789 Timeline TCV EA SER TR TOWLE VALUE ETF More: the full row for EA SER TR TOWLE VALUE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,338 shares 44,338 $1.13M 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,112 shares; 2024Q4: 17,148 shares; 2025Q1: 17,571 shares; 2025Q2: 17,439 shares; 2025Q3: 16,134 shares 16,134 $1.13M 0.01% -1,305 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,028 shares; 2024Q4: 8,030 shares; 2025Q1: 8,038 shares; 2025Q2: 8,178 shares; 2025Q3: 10,894 shares 10,894 $1.12M 0.01% +2,716 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: 10,796 shares; 2024Q4: 10,842 shares; 2025Q1: 10,440 shares; 2025Q2: 13,879 shares; 2025Q3: 13,879 shares 13,879 $1.11M 0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 5,441 shares; 2025Q1: 14,036 shares; 2025Q2: 14,330 shares; 2025Q3: 13,515 shares 13,515 $1.11M 0.01% -815 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 8,807 shares; 2025Q1: 9,314 shares; 2025Q2: 8,812 shares; 2025Q3: 21,903 shares 21,903 $1.1M 0.01% +13,091 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: 47,661 shares; 2024Q4: 47,661 shares; 2025Q1: 47,661 shares; 2025Q2: 47,661 shares; 2025Q3: 47,661 shares 47,661 $1.1M 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 10,461 shares; 2025Q1: 12,860 shares; 2025Q2: 13,645 shares; 2025Q3: 11,167 shares 11,167 $1.09M 0.01% -2,478 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,769 shares 21,769 $1.08M 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,122 shares; 2025Q1: 2,951 shares; 2025Q2: 3,109 shares; 2025Q3: 3,174 shares 3,174 $1.07M 0.01% +65 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: 5,196 shares; 2024Q4: 5,501 shares; 2025Q1: 5,165 shares; 2025Q2: 5,194 shares; 2025Q3: 5,206 shares 5,206 $1.07M 0.01% +12 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 8,226 shares; 2025Q1: 9,918 shares; 2025Q2: 9,590 shares; 2025Q3: 10,392 shares 10,392 $1.05M 0.01% +802 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: 9,688 shares; 2024Q4: 10,876 shares; 2025Q1: 11,880 shares; 2025Q2: 14,112 shares; 2025Q3: 12,410 shares 12,410 $1.04M 0.01% -1,702 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: 3,421 shares; 2024Q4: 3,498 shares; 2025Q1: 5,030 shares; 2025Q2: 5,046 shares; 2025Q3: 7,808 shares 7,808 $1.04M 0.01% +2,762 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 8,171 shares; 2025Q1: 10,331 shares; 2025Q2: 12,640 shares; 2025Q3: 12,607 shares 12,607 $1.03M 0.01% -33 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,133 shares; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 4,165 shares 4,165 $1.03M 0.01% +2,693 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: 4,563 shares; 2024Q4: 4,908 shares; 2025Q1: 5,175 shares; 2025Q2: 6,071 shares; 2025Q3: 6,064 shares 6,064 $1.03M 0.01% -7 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 7,723 shares; 2025Q1: 8,034 shares; 2025Q2: 7,743 shares; 2025Q3: 8,155 shares 8,155 $1.01M 0.01% +412 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,420 shares; 2024Q4: 26,923 shares; 2025Q1: 26,923 shares; 2025Q2: 26,923 shares; 2025Q3: 26,923 shares 26,923 $1.01M 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,073 shares; 2024Q4: 6,454 shares; 2025Q1: 6,384 shares; 2025Q2: 7,240 shares; 2025Q3: 8,162 shares 8,162 $1.01M 0.01% +922 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: 10,691 shares; 2024Q4: 10,738 shares; 2025Q1: 11,295 shares; 2025Q2: 11,095 shares; 2025Q3: 9,025 shares 9,025 $1M 0.01% -2,070 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,458 shares; 2024Q4: 30,359 shares; 2025Q1: 31,650 shares; 2025Q2: 30,159 shares; 2025Q3: 31,682 shares 31,682 $995K 0.01% +1,523 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 2,645 shares; 2025Q1: 2,125 shares; 2025Q2: 2,342 shares; 2025Q3: 2,909 shares 2,909 $992K 0.01% +567 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 9,850 shares; 2025Q1: 11,055 shares; 2025Q2: 10,871 shares; 2025Q3: 10,413 shares 10,413 $992K 0.01% -458 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: 8,011 shares; 2024Q4: 8,567 shares; 2025Q1: 9,249 shares; 2025Q2: 7,482 shares; 2025Q3: 7,277 shares 7,277 $987K 0.01% -205 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,073 shares; 2024Q4: 15,338 shares; 2025Q1: 12,303 shares; 2025Q2: 16,514 shares; 2025Q3: 16,441 shares 16,441 $982K 0.01% -73 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,756 shares; 2025Q1: 5,721 shares; 2025Q2: 5,823 shares; 2025Q3: 6,241 shares 6,241 $980K 0.01% +418 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,987 shares; 2024Q4: 10,963 shares; 2025Q1: 11,048 shares; 2025Q2: 10,958 shares; 2025Q3: 10,222 shares 10,222 $973K 0.01% -736 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 9,463 shares; 2025Q1: 9,782 shares; 2025Q2: 9,391 shares; 2025Q3: 10,787 shares 10,787 $971K 0.01% +1,396 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: 2,453 shares; 2024Q4: 2,430 shares; 2025Q1: 2,418 shares; 2025Q2: 2,481 shares; 2025Q3: 2,705 shares 2,705 $964K 0.01% +224 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: 19,779 shares; 2024Q4: 19,802 shares; 2025Q1: 20,452 shares; 2025Q2: 20,932 shares; 2025Q3: 20,354 shares 20,354 $955K 0.01% -578 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,644 shares; 2025Q1: 2,651 shares; 2025Q2: 7,749 shares; 2025Q3: 8,014 shares 8,014 $949K 0.01% +265 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 143 shares; 2025Q1: 172 shares; 2025Q2: 179 shares; 2025Q3: 174 shares 174 $940K 0.01% -5 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,103 shares; 2025Q1: 3,397 shares; 2025Q2: 2,689 shares; 2025Q3: 2,633 shares 2,633 $925K 0.01% -56 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,804 shares; 2025Q1: 3,808 shares; 2025Q2: 3,037 shares; 2025Q3: 3,201 shares 3,201 $925K 0.01% +164 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: 6,564 shares; 2024Q4: 6,042 shares; 2025Q1: 6,419 shares; 2025Q2: 9,101 shares; 2025Q3: 9,217 shares 9,217 $921K 0.01% +116 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,615 shares 9,615 $915K 0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 7,074 shares; 2025Q1: 6,988 shares; 2025Q2: 9,116 shares; 2025Q3: 9,273 shares 9,273 $907K 0.01% +157 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: 1,087 shares; 2024Q4: 1,778 shares; 2025Q1: 1,716 shares; 2025Q2: 1,870 shares; 2025Q3: 1,823 shares 1,823 $896K 0.01% -47 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,361 shares; 2025Q1: 2,573 shares; 2025Q2: 4,193 shares; 2025Q3: 4,173 shares 4,173 $887K 0.01% -20 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 4,201 shares; 2025Q1: 5,632 shares; 2025Q2: 5,636 shares; 2025Q3: 7,868 shares 7,868 $882K 0.01% +2,232 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 4,953 shares; 2025Q1: 4,670 shares; 2025Q2: 5,197 shares; 2025Q3: 5,927 shares 5,927 $867K 0.01% +730 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,757 shares; 2025Q1: 1,443 shares; 2025Q2: 1,428 shares; 2025Q3: 1,936 shares 1,936 $866K 0.01% +508 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: 2,728 shares; 2024Q4: 2,752 shares; 2025Q1: 3,029 shares; 2025Q2: 2,756 shares; 2025Q3: 2,670 shares 2,670 $864K 0.01% -86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,638 shares; 2025Q3: 32,745 shares 32,745 $863K 0.01% +11,107 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: 12,706 shares; 2024Q4: 14,616 shares; 2025Q1: 9,825 shares; 2025Q2: 10,587 shares; 2025Q3: 25,959 shares 25,959 $846K 0.01% +15,372 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: 8,717 shares; 2024Q4: 10,147 shares; 2025Q1: 10,204 shares; 2025Q2: 11,928 shares; 2025Q3: 12,487 shares 12,487 $844K 0.01% +559 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,635 shares; 2024Q4: 22,638 shares; 2025Q1: 20,750 shares; 2025Q2: 20,112 shares; 2025Q3: 19,975 shares 19,975 $842K 0.01% -137 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,568 shares; 2024Q4: 7,147 shares; 2025Q1: 8,273 shares; 2025Q2: 8,312 shares; 2025Q3: 9,482 shares 9,482 $831K 0.01% +1,170 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,291 shares; 2025Q1: 1,373 shares; 2025Q2: 1,554 shares; 2025Q3: 1,682 shares 1,682 $830K 0.01% +128 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,055 shares 8,055 $830K 0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,213 shares; 2024Q4: 21,213 shares; 2025Q1: 21,273 shares; 2025Q2: 21,395 shares; 2025Q3: 21,416 shares 21,416 $829K 0.01% +21 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,214 shares; 2025Q1: 2,050 shares; 2025Q2: 3,096 shares; 2025Q3: 4,253 shares 4,253 $827K 0.01% +1,157 Timeline VTWG 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: 3,555 shares; 2024Q4: 3,441 shares; 2025Q1: 3,442 shares; 2025Q2: 3,443 shares; 2025Q3: 3,534 shares 3,534 $826K 0.01% +91 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: 3,036 shares; 2024Q4: 3,192 shares; 2025Q1: 2,767 shares; 2025Q2: 2,688 shares; 2025Q3: 9,276 shares 9,276 $825K 0.01% +6,588 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,507 shares; 2024Q4: 7,153 shares; 2025Q1: 6,558 shares; 2025Q2: 7,587 shares; 2025Q3: 8,689 shares 8,689 $823K 0.01% +1,102 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: 16,296 shares; 2024Q4: 16,919 shares; 2025Q1: 18,104 shares; 2025Q2: 12,967 shares; 2025Q3: 12,269 shares 12,269 $823K 0.01% -698 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,453 shares; 2025Q1: 1,504 shares; 2025Q2: 1,554 shares; 2025Q3: 1,637 shares 1,637 $816K 0.01% +83 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,191 shares; 2025Q2: 2,413 shares; 2025Q3: 2,954 shares 2,954 $808K 0.01% +541 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,155 shares; 2025Q3: 4,211 shares 4,211 $805K 0.01% +56 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,739 shares; 2024Q4: 6,526 shares; 2025Q1: 6,641 shares; 2025Q2: 6,707 shares; 2025Q3: 6,707 shares 6,707 $804K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,864 shares; 2024Q4: 13,866 shares; 2025Q1: 13,867 shares; 2025Q2: 12,583 shares; 2025Q3: 13,655 shares 13,655 $802K 0.01% +1,072 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: 2,936 shares; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 4,039 shares; 2025Q3: 3,381 shares 3,381 $798K 0.01% -658 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: 3,228 shares; 2024Q4: 2,945 shares; 2025Q1: 2,912 shares; 2025Q2: 2,982 shares; 2025Q3: 2,941 shares 2,941 $797K 0.01% -41 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 6,245 shares; 2025Q1: 6,426 shares; 2025Q2: 6,840 shares; 2025Q3: 8,141 shares 8,141 $790K 0.01% +1,301 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,107 shares; 2025Q1: 1,019 shares; 2025Q2: 1,425 shares; 2025Q3: 1,021 shares 1,021 $789K 0.01% -404 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares 6,500 $789K 0.01% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,864 shares 16,864 $786K 0.01% new 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: 11,334 shares; 2025Q3: 16,290 shares 16,290 $780K 0.01% +4,956 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: 782 shares; 2024Q4: 706 shares; 2025Q1: 688 shares; 2025Q2: 743 shares; 2025Q3: 831 shares 831 $765K 0.01% +88 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,249 shares; 2025Q1: 8,938 shares; 2025Q2: 8,938 shares; 2025Q3: 8,646 shares 8,646 $758K 0.01% -292 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 941 shares; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 2,302 shares 2,302 $757K 0.01% +1,297 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: 5,987 shares; 2024Q4: 5,461 shares; 2025Q1: 5,528 shares; 2025Q2: 5,744 shares; 2025Q3: 5,910 shares 5,910 $749K 0.01% +166 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: 4,542 shares; 2024Q4: 4,095 shares; 2025Q1: 4,148 shares; 2025Q2: 4,461 shares; 2025Q3: 6,684 shares 6,684 $747K 0.01% +2,223 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: 2,254 shares; 2024Q4: 3,086 shares; 2025Q1: 2,887 shares; 2025Q2: 2,518 shares; 2025Q3: 2,506 shares 2,506 $743K 0.01% -12 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,358 shares; 2024Q4: not reported; 2025Q1: 30,466 shares; 2025Q2: 34,466 shares; 2025Q3: 29,774 shares 29,774 $741K 0.01% -4,692 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 2,976 shares; 2025Q1: 3,386 shares; 2025Q2: 3,655 shares; 2025Q3: 3,769 shares 3,769 $738K 0.01% +114 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,161 shares; 2024Q4: 12,657 shares; 2025Q1: 12,664 shares; 2025Q2: 12,649 shares; 2025Q3: 13,371 shares 13,371 $733K 0.01% +722 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,271 shares 23,271 $733K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 5,859 shares; 2025Q1: 6,042 shares; 2025Q2: 6,923 shares; 2025Q3: 6,617 shares 6,617 $721K 0.01% -306 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,535 shares; 2025Q2: 5,866 shares; 2025Q3: 12,530 shares 12,530 $715K 0.01% +6,664 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 3,159 shares; 2025Q1: 3,605 shares; 2025Q2: 3,510 shares; 2025Q3: 3,483 shares 3,483 $715K 0.01% -27 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: 9,897 shares; 2024Q4: 11,057 shares; 2025Q1: 8,524 shares; 2025Q2: 10,158 shares; 2025Q3: 9,483 shares 9,483 $715K 0.01% -675 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 3,992 shares; 2025Q1: not reported; 2025Q2: 2,616 shares; 2025Q3: 4,255 shares 4,255 $712K 0.01% +1,639 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,732 shares; 2025Q1: 4,593 shares; 2025Q2: 4,643 shares; 2025Q3: 4,610 shares 4,610 $701K 0.01% -33 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: 296 shares; 2024Q4: 295 shares; 2025Q1: 264 shares; 2025Q2: 246 shares; 2025Q3: 299 shares 299 $699K 0.01% +53 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: not reported; 2025Q1: 7,978 shares; 2025Q2: 10,704 shares; 2025Q3: 11,034 shares 11,034 $694K 0.01% +330 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 5,282 shares; 2025Q1: 4,445 shares; 2025Q2: 4,343 shares; 2025Q3: 4,436 shares 4,436 $688K 0.01% +93 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,302 shares 15,302 $682K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 2,808 shares; 2025Q1: 2,773 shares; 2025Q2: 2,929 shares; 2025Q3: 2,576 shares 2,576 $668K 0.01% -353 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,051 shares; 2025Q1: 3,902 shares; 2025Q2: 4,501 shares; 2025Q3: 4,602 shares 4,602 $664K 0.01% +101 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: 4,326 shares; 2024Q4: 4,223 shares; 2025Q1: 4,341 shares; 2025Q2: 4,417 shares; 2025Q3: 4,765 shares 4,765 $663K 0.01% +348 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 3,207 shares; 2025Q1: 2,946 shares; 2025Q2: 3,164 shares; 2025Q3: 2,809 shares 2,809 $662K 0.01% -355 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 705 shares; 2025Q1: 706 shares; 2025Q2: 2,256 shares; 2025Q3: 707 shares 707 $660K 0.01% -1,549 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,173 shares; 2025Q1: 1,199 shares; 2025Q2: 1,323 shares; 2025Q3: 1,355 shares 1,355 $659K 0.01% +32 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,971 shares 4,971 $658K 0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,039 shares; 2025Q1: 1,987 shares; 2025Q2: 1,985 shares; 2025Q3: 1,990 shares 1,990 $655K 0.01% +5 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 8,624 shares; 2025Q1: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,177 shares 8,177 $653K 0.01% -462 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 4,002 shares; 2025Q1: 3,858 shares; 2025Q2: 4,062 shares; 2025Q3: 4,080 shares 4,080 $646K 0.01% +18 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: not reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 3,010 shares; 2025Q3: 7,325 shares 7,325 $646K 0.01% +4,315 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: 5,673 shares; 2024Q4: 6,586 shares; 2025Q1: 5,412 shares; 2025Q2: 7,860 shares; 2025Q3: 7,057 shares 7,057 $645K 0.01% -803 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: 2,563 shares; 2024Q4: 11,373 shares; 2025Q1: 11,928 shares; 2025Q2: 10,932 shares; 2025Q3: 11,341 shares 11,341 $645K 0.01% +409 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 3,658 shares; 2025Q1: 3,948 shares; 2025Q2: 3,927 shares; 2025Q3: 3,772 shares 3,772 $636K 0.01% -155 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: 26,316 shares; 2024Q4: 26,752 shares; 2025Q1: 22,531 shares; 2025Q2: 20,062 shares; 2025Q3: 20,099 shares 20,099 $631K 0.01% +37 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,956 shares; 2025Q1: 7,607 shares; 2025Q2: 6,843 shares; 2025Q3: 6,942 shares 6,942 $620K <0.01% +99 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,250 shares 16,250 $619K <0.01% new Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE 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: 31,323 shares; 2025Q2: 31,437 shares; 2025Q3: 30,389 shares 30,389 $619K <0.01% -1,048 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: 8,590 shares; 2024Q4: 8,165 shares; 2025Q1: 8,139 shares; 2025Q2: 10,069 shares; 2025Q3: 18,962 shares 18,962 $605K <0.01% +8,893 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 1,860 shares; 2025Q1: 1,701 shares; 2025Q2: 1,746 shares; 2025Q3: 1,747 shares 1,747 $605K <0.01% +1 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,733 shares; 2024Q4: 10,233 shares; 2025Q1: 10,236 shares; 2025Q2: 12,484 shares; 2025Q3: 12,647 shares 12,647 $603K <0.01% +163 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: 16,764 shares; 2024Q4: 15,589 shares; 2025Q1: 15,594 shares; 2025Q2: 16,014 shares; 2025Q3: 16,503 shares 16,503 $603K <0.01% +489 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,792 shares; 2025Q1: 2,801 shares; 2025Q2: 3,789 shares; 2025Q3: 4,078 shares 4,078 $601K <0.01% +289 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,922 shares; 2024Q4: 72,922 shares; 2025Q1: 71,242 shares; 2025Q2: 50,130 shares; 2025Q3: 32,035 shares 32,035 $601K <0.01% -18,095 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 1,114 shares; 2025Q1: 1,214 shares; 2025Q2: 1,613 shares; 2025Q3: 1,311 shares 1,311 $600K <0.01% -302 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,347 shares; 2024Q4: 11,184 shares; 2025Q1: 11,143 shares; 2025Q2: 11,256 shares; 2025Q3: 11,403 shares 11,403 $599K <0.01% +147 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,284 shares 8,284 $596K <0.01% new 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: 2,775 shares; 2024Q4: 2,621 shares; 2025Q1: 2,396 shares; 2025Q2: 2,152 shares; 2025Q3: 2,293 shares 2,293 $595K <0.01% +141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 1,270 shares 1,270 $594K <0.01% -23 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: 1,307 shares; 2024Q4: 1,290 shares; 2025Q1: 1,209 shares; 2025Q2: 1,162 shares; 2025Q3: 1,093 shares 1,093 $593K <0.01% -69 Timeline VTWV 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: 3,936 shares; 2024Q4: 3,766 shares; 2025Q1: 3,772 shares; 2025Q2: 3,779 shares; 2025Q3: 3,789 shares 3,789 $591K <0.01% +10 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,781 shares; 2025Q1: 2,782 shares; 2025Q2: 3,099 shares; 2025Q3: 3,120 shares 3,120 $588K <0.01% +21 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: 1,849 shares; 2024Q4: 1,994 shares; 2025Q1: 1,861 shares; 2025Q2: 1,878 shares; 2025Q3: 1,872 shares 1,872 $585K <0.01% -6 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,548 shares; 2024Q4: 13,964 shares; 2025Q1: 27,346 shares; 2025Q2: 16,762 shares; 2025Q3: 12,243 shares 12,243 $584K <0.01% -4,519 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: not reported; 2024Q4: 3,260 shares; 2025Q1: 4,096 shares; 2025Q2: 5,823 shares; 2025Q3: 4,935 shares 4,935 $584K <0.01% -888 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: 5,413 shares; 2024Q4: 5,749 shares; 2025Q1: 4,540 shares; 2025Q2: 4,480 shares; 2025Q3: 5,865 shares 5,865 $581K <0.01% +1,385 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: 2,464 shares; 2024Q4: 2,410 shares; 2025Q1: 2,369 shares; 2025Q2: 2,306 shares; 2025Q3: 2,118 shares 2,118 $580K <0.01% -188 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,906 shares; 2025Q1: 1,810 shares; 2025Q2: 2,197 shares; 2025Q3: 2,381 shares 2,381 $570K <0.01% +184 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,706 shares 4,706 $565K <0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 4,802 shares; 2025Q3: 4,804 shares 4,804 $563K <0.01% +2 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,907 shares; 2024Q4: 179,021 shares; 2025Q1: 208,556 shares; 2025Q2: 315,649 shares; 2025Q3: 72,488 shares 72,488 $559K <0.01% -243,161 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,514 shares; 2024Q4: 10,514 shares; 2025Q1: 10,540 shares; 2025Q2: 10,512 shares; 2025Q3: 10,554 shares 10,554 $552K <0.01% +42 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 4,145 shares; 2025Q1: 3,651 shares; 2025Q2: 3,622 shares; 2025Q3: 3,661 shares 3,661 $552K <0.01% +39 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 2,136 shares; 2025Q1: 1,947 shares; 2025Q2: 2,292 shares; 2025Q3: 2,021 shares 2,021 $551K <0.01% -271 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,454 shares; 2024Q4: 5,919 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 7,476 shares 7,476 $549K <0.01% +1,806 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,971 shares; 2024Q4: 10,398 shares; 2025Q1: 9,483 shares; 2025Q2: 9,614 shares; 2025Q3: 9,019 shares 9,019 $548K <0.01% -595 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 5,238 shares; 2025Q1: 4,640 shares; 2025Q2: 3,814 shares; 2025Q3: 3,835 shares 3,835 $547K <0.01% +21 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,934 shares; 2024Q4: 11,422 shares; 2025Q1: 10,148 shares; 2025Q2: 12,765 shares; 2025Q3: 11,920 shares 11,920 $545K <0.01% -845 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,291 shares; 2024Q4: 13,912 shares; 2025Q1: 15,367 shares; 2025Q2: 15,678 shares; 2025Q3: 14,625 shares 14,625 $545K <0.01% -1,053 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: 3,738 shares; 2024Q4: 3,866 shares; 2025Q1: 2,250 shares; 2025Q2: 2,376 shares; 2025Q3: 1,893 shares 1,893 $544K <0.01% -483 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,146 shares; 2025Q1: 7,550 shares; 2025Q2: 8,101 shares; 2025Q3: 8,863 shares 8,863 $540K <0.01% +762 Timeline IVLU 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: 16,356 shares; 2024Q4: 15,346 shares; 2025Q1: 15,346 shares; 2025Q2: 15,346 shares; 2025Q3: 15,198 shares 15,198 $539K <0.01% -148 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,242 shares; 2024Q4: 13,860 shares; 2025Q1: 13,262 shares; 2025Q2: 11,374 shares; 2025Q3: 11,227 shares 11,227 $535K <0.01% -147 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 807 shares; 2025Q3: 815 shares 815 $529K <0.01% +8 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: 54,633 shares; 2024Q4: 55,437 shares; 2025Q1: 55,194 shares; 2025Q2: 45,386 shares; 2025Q3: 44,196 shares 44,196 $529K <0.01% -1,190 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,770 shares; 2025Q1: 1,579 shares; 2025Q2: 1,981 shares; 2025Q3: 1,885 shares 1,885 $526K <0.01% -96 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 6,007 shares; 2025Q1: 6,168 shares; 2025Q2: 6,568 shares; 2025Q3: 6,570 shares 6,570 $524K <0.01% +2 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 4,127 shares; 2025Q1: 4,093 shares; 2025Q2: 5,131 shares; 2025Q3: 4,572 shares 4,572 $524K <0.01% -559 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 7,730 shares; 2025Q1: 6,633 shares; 2025Q2: 5,864 shares; 2025Q3: 6,006 shares 6,006 $524K <0.01% +142 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 10,025 shares; 2025Q1: 10,025 shares; 2025Q2: 10,025 shares; 2025Q3: 10,025 shares 10,025 $523K <0.01% 0 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: 6,053 shares; 2025Q1: 6,110 shares; 2025Q2: 7,491 shares; 2025Q3: 8,377 shares 8,377 $521K <0.01% +886 Timeline EWJ 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: 7,285 shares; 2024Q4: 6,151 shares; 2025Q1: 6,151 shares; 2025Q2: 6,173 shares; 2025Q3: 6,478 shares 6,478 $520K <0.01% +305 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: 989 shares; 2025Q1: 1,273 shares; 2025Q2: 1,399 shares; 2025Q3: 1,590 shares 1,590 $512K <0.01% +191 Timeline NEOS ETF TRUST NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,300 shares; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares 16,300 $511K <0.01% 0 AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,347 shares; 2024Q4: 41,347 shares; 2025Q1: 41,535 shares; 2025Q2: 41,535 shares; 2025Q3: 41,535 shares 41,535 $510K <0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,191 shares; 2025Q3: 4,568 shares 4,568 $510K <0.01% +377 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: 19,006 shares; 2025Q1: 16,872 shares; 2025Q2: 16,872 shares; 2025Q3: 17,124 shares 17,124 $507K <0.01% +252 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: 950 shares; 2024Q4: 943 shares; 2025Q1: 973 shares; 2025Q2: 960 shares; 2025Q3: 1,061 shares 1,061 $506K <0.01% +101 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,499 shares; 2025Q1: 6,190 shares; 2025Q2: 6,191 shares; 2025Q3: 6,221 shares 6,221 $505K <0.01% +30 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: not reported; 2024Q4: 7,813 shares; 2025Q1: 7,813 shares; 2025Q2: 9,708 shares; 2025Q3: 7,813 shares 7,813 $505K <0.01% -1,895 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 4,483 shares; 2025Q1: 2,899 shares; 2025Q2: 2,618 shares; 2025Q3: 2,663 shares 2,663 $499K <0.01% +45 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,611 shares; 2025Q1: 3,633 shares; 2025Q2: 4,855 shares; 2025Q3: 5,973 shares 5,973 $498K <0.01% +1,118 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,684 shares; 2025Q1: 2,227 shares; 2025Q2: 1,698 shares; 2025Q3: 1,941 shares 1,941 $498K <0.01% +243 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,673 shares; 2025Q1: 2,789 shares; 2025Q2: 4,052 shares; 2025Q3: 3,203 shares 3,203 $494K <0.01% -849 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,916 shares; 2024Q4: 10,061 shares; 2025Q1: 16,330 shares; 2025Q2: 15,702 shares; 2025Q3: 15,823 shares 15,823 $493K <0.01% +121 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,470 shares; 2025Q1: 1,511 shares; 2025Q2: 1,508 shares; 2025Q3: 1,209 shares 1,209 $489K <0.01% -299 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 11,887 shares; 2025Q1: 11,854 shares; 2025Q2: 10,891 shares; 2025Q3: 8,934 shares 8,934 $489K <0.01% -1,957 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,134 shares; 2025Q1: 1,100 shares; 2025Q2: 1,335 shares; 2025Q3: 2,069 shares 2,069 $488K <0.01% +734 Timeline