ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 548,289 shares; 2025Q1: 534,137 shares; 2025Q2: 526,140 shares; 2025Q3: 523,761 shares 523,761 $89.4M 8.04% -2,379 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: 187,125 shares; 2024Q4: 215,098 shares; 2025Q1: 216,360 shares; 2025Q2: 206,786 shares; 2025Q3: 216,287 shares 216,287 $55.1M 4.95% +9,501 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: 144,002 shares; 2024Q4: 152,621 shares; 2025Q1: 152,796 shares; 2025Q2: 149,947 shares; 2025Q3: 154,990 shares 154,990 $28.9M 2.6% +5,043 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: 112,878 shares; 2024Q4: 112,974 shares; 2025Q1: 113,179 shares; 2025Q2: 73,623 shares; 2025Q3: 71,450 shares 71,450 $23.6M 2.12% -2,173 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,290 shares; 2024Q4: 87,502 shares; 2025Q1: 85,509 shares; 2025Q2: 71,610 shares; 2025Q3: 79,059 shares 79,059 $22.1M 1.99% +7,449 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 384,896 shares; 2025Q2: 319,643 shares; 2025Q3: 484,536 shares 484,536 $22M 1.98% +164,893 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: 26,630 shares; 2024Q4: 28,127 shares; 2025Q1: 30,504 shares; 2025Q2: 31,930 shares; 2025Q3: 32,975 shares 32,975 $22M 1.97% +1,045 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,297 shares; 2024Q4: 254,035 shares; 2025Q1: 272,167 shares; 2025Q2: 229,519 shares; 2025Q3: 275,024 shares 275,024 $21.5M 1.93% +45,505 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: 83,100 shares; 2024Q4: 93,301 shares; 2025Q1: 92,952 shares; 2025Q2: 90,848 shares; 2025Q3: 96,571 shares 96,571 $21.2M 1.91% +5,723 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,509 shares; 2025Q1: 306,228 shares; 2025Q2: 255,384 shares; 2025Q3: 348,722 shares 348,722 $20.7M 1.86% +93,338 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: 34,666 shares; 2024Q4: 39,670 shares; 2025Q1: 40,087 shares; 2025Q2: 34,547 shares; 2025Q3: 39,804 shares 39,804 $20.6M 1.85% +5,257 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,576 shares; 2025Q3: 184,961 shares 184,961 $18.3M 1.64% +61,385 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: 247,993 shares; 2024Q4: 247,139 shares; 2025Q1: 246,407 shares; 2025Q2: 245,285 shares; 2025Q3: 245,991 shares 245,991 $16.6M 1.49% +706 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,791 shares; 2024Q4: 190,691 shares; 2025Q1: 190,847 shares; 2025Q2: 189,043 shares; 2025Q3: 178,682 shares 178,682 $15.1M 1.35% -10,361 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: 119,201 shares; 2025Q1: 128,223 shares; 2025Q2: 108,770 shares; 2025Q3: 103,698 shares 103,698 $13.9M 1.25% -5,072 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,751 shares; 2025Q2: 157,036 shares; 2025Q3: 268,145 shares 268,145 $13.8M 1.24% +111,109 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: 13,294 shares; 2024Q4: 13,641 shares; 2025Q1: 14,472 shares; 2025Q2: 14,100 shares; 2025Q3: 14,376 shares 14,376 $13.3M 1.2% +276 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: 8,974 shares; 2024Q4: 9,246 shares; 2025Q1: 9,129 shares; 2025Q2: 14,469 shares; 2025Q3: 16,425 shares 16,425 $12.1M 1.08% +1,956 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: 33,627 shares; 2024Q4: 43,790 shares; 2025Q1: 146,975 shares; 2025Q2: 149,554 shares; 2025Q3: 234,932 shares 234,932 $11.9M 1.07% +85,378 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,593 shares; 2025Q1: 8,852 shares; 2025Q2: 9,749 shares; 2025Q3: 9,685 shares 9,685 $11.6M 1.04% -64 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: 30,260 shares; 2024Q4: 31,863 shares; 2025Q1: 32,755 shares; 2025Q2: 32,275 shares; 2025Q3: 34,114 shares 34,114 $10.8M 0.97% +1,839 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: 126,078 shares; 2024Q4: 137,014 shares; 2025Q1: 145,551 shares; 2025Q2: 103,608 shares; 2025Q3: 142,870 shares 142,870 $10.5M 0.94% +39,262 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,479 shares; 2024Q4: 30,371 shares; 2025Q1: 30,759 shares; 2025Q2: 30,697 shares; 2025Q3: 30,183 shares 30,183 $10.3M 0.93% -514 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: 10,674 shares; 2024Q4: 12,445 shares; 2025Q1: 14,186 shares; 2025Q2: 13,343 shares; 2025Q3: 14,477 shares 14,477 $9.69M 0.87% +1,134 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: 16,784 shares; 2024Q4: 17,395 shares; 2025Q1: 17,548 shares; 2025Q2: 17,733 shares; 2025Q3: 18,485 shares 18,485 $9.29M 0.84% +752 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,837 shares; 2024Q4: 164,731 shares; 2025Q1: 169,688 shares; 2025Q2: 173,005 shares; 2025Q3: 182,263 shares 182,263 $8.35M 0.75% +9,258 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: 26,622 shares; 2024Q4: 29,067 shares; 2025Q1: 28,090 shares; 2025Q2: 24,939 shares; 2025Q3: 27,997 shares 27,997 $7.87M 0.71% +3,058 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: 18,280 shares; 2024Q4: 20,361 shares; 2025Q1: 20,137 shares; 2025Q2: 2,813 shares; 2025Q3: 31,685 shares 31,685 $7.67M 0.69% +28,872 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: 11,316 shares; 2024Q4: 11,916 shares; 2025Q1: 12,188 shares; 2025Q2: 12,153 shares; 2025Q3: 9,733 shares 9,733 $7.43M 0.67% -2,420 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: 5,904 shares; 2024Q4: 6,268 shares; 2025Q1: 6,909 shares; 2025Q2: 6,939 shares; 2025Q3: 6,743 shares 6,743 $7.27M 0.65% -196 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: 51,166 shares; 2024Q4: 56,644 shares; 2025Q1: 54,878 shares; 2025Q2: 62,812 shares; 2025Q3: 64,440 shares 64,440 $7.27M 0.65% +1,628 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: 6,924 shares; 2024Q4: 6,973 shares; 2025Q1: 7,021 shares; 2025Q2: 7,001 shares; 2025Q3: 7,102 shares 7,102 $6.78M 0.61% +101 Timeline COWG 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: 114,010 shares; 2025Q1: 135,562 shares; 2025Q2: 140,787 shares; 2025Q3: 185,049 shares 185,049 $6.72M 0.6% +44,262 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,105 shares; 2024Q4: 23,394 shares; 2025Q1: 87,175 shares; 2025Q2: 90,839 shares; 2025Q3: 134,943 shares 134,943 $6.5M 0.58% +44,104 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: 17,344 shares; 2024Q4: 21,711 shares; 2025Q1: 22,236 shares; 2025Q2: 23,086 shares; 2025Q3: 26,720 shares 26,720 $6.5M 0.58% +3,634 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,775 shares; 2024Q4: 156,380 shares; 2025Q1: 163,760 shares; 2025Q2: 174,446 shares; 2025Q3: 190,049 shares 190,049 $6.44M 0.58% +15,603 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: 17,725 shares; 2024Q4: 17,926 shares; 2025Q1: 17,886 shares; 2025Q2: 17,976 shares; 2025Q3: 22,749 shares 22,749 $6.35M 0.57% +4,773 Timeline VRP 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: 177,221 shares; 2024Q4: 199,126 shares; 2025Q1: 216,322 shares; 2025Q2: 226,080 shares; 2025Q3: 253,514 shares 253,514 $6.26M 0.56% +27,434 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: 17,744 shares; 2024Q4: 19,386 shares; 2025Q1: 20,244 shares; 2025Q2: 19,829 shares; 2025Q3: 20,138 shares 20,138 $6.12M 0.55% +309 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: 16,281 shares; 2024Q4: 24,203 shares; 2025Q1: 24,556 shares; 2025Q2: 22,611 shares; 2025Q3: 24,331 shares 24,331 $5.93M 0.53% +1,720 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,984 shares; 2024Q4: 25,165 shares; 2025Q1: 26,350 shares; 2025Q2: 26,627 shares; 2025Q3: 26,040 shares 26,040 $5.7M 0.51% -587 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 5,079 shares; 2025Q1: 5,553 shares; 2025Q2: 5,700 shares; 2025Q3: 7,065 shares 7,065 $5.63M 0.51% +1,365 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: 14,245 shares; 2024Q4: 14,322 shares; 2025Q1: 10,875 shares; 2025Q2: 12,005 shares; 2025Q3: 12,624 shares 12,624 $5.61M 0.5% +619 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,952 shares; 2024Q4: 10,391 shares; 2025Q1: 43,897 shares; 2025Q2: 51,904 shares; 2025Q3: 102,568 shares 102,568 $5.24M 0.47% +50,664 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,871 shares; 2024Q4: 60,549 shares; 2025Q1: 66,493 shares; 2025Q2: 69,541 shares; 2025Q3: 76,497 shares 76,497 $5.12M 0.46% +6,956 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,225 shares; 2024Q4: 128,502 shares; 2025Q1: 78,227 shares; 2025Q2: 80,157 shares; 2025Q3: 84,255 shares 84,255 $5.05M 0.45% +4,098 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: 26,695 shares; 2024Q4: 27,846 shares; 2025Q1: 31,462 shares; 2025Q2: 32,234 shares; 2025Q3: 34,276 shares 34,276 $5.02M 0.45% +2,042 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: 11,218 shares; 2024Q4: 11,832 shares; 2025Q1: 11,089 shares; 2025Q2: 11,562 shares; 2025Q3: 23,194 shares 23,194 $5.01M 0.45% +11,632 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,087 shares; 2024Q4: 252,300 shares; 2025Q1: 220,773 shares; 2025Q2: 226,340 shares; 2025Q3: 246,573 shares 246,573 $4.95M 0.45% +20,233 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: 26,847 shares; 2024Q4: 37,850 shares; 2025Q1: 42,274 shares; 2025Q2: 43,802 shares; 2025Q3: 47,405 shares 47,405 $4.89M 0.44% +3,603 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: 26,551 shares; 2024Q4: 27,654 shares; 2025Q1: 27,888 shares; 2025Q2: 19,971 shares; 2025Q3: 18,897 shares 18,897 $4.75M 0.43% -1,074 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 52,316 shares; 2025Q1: 60,577 shares; 2025Q2: 61,934 shares; 2025Q3: 64,261 shares 64,261 $4.71M 0.42% +2,327 Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,970,739 shares; 2025Q1: 1,970,739 shares; 2025Q2: 2,150,539 shares; 2025Q3: 2,150,539 shares 2,150,539 $4.58M 0.41% 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: 30,937 shares; 2024Q4: 32,683 shares; 2025Q1: 18,206 shares; 2025Q2: 18,444 shares; 2025Q3: 23,098 shares 23,098 $4.45M 0.4% +4,654 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: 9,452 shares; 2024Q4: 9,798 shares; 2025Q1: 9,713 shares; 2025Q2: 9,064 shares; 2025Q3: 9,276 shares 9,276 $4.43M 0.4% +212 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: 11,933 shares; 2024Q4: 12,265 shares; 2025Q1: 12,552 shares; 2025Q2: 12,796 shares; 2025Q3: 13,890 shares 13,890 $4.34M 0.39% +1,094 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: 36,577 shares; 2024Q4: 38,371 shares; 2025Q1: 38,695 shares; 2025Q2: 37,368 shares; 2025Q3: 36,063 shares 36,063 $4.13M 0.37% -1,305 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,973 shares; 2024Q4: 70,741 shares; 2025Q1: 73,843 shares; 2025Q2: 72,917 shares; 2025Q3: 73,554 shares 73,554 $4.08M 0.37% +637 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,007 shares; 2024Q4: 23,742 shares; 2025Q1: 24,691 shares; 2025Q2: 25,163 shares; 2025Q3: 24,766 shares 24,766 $4.05M 0.36% -397 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: 18,082 shares; 2024Q4: 20,869 shares; 2025Q1: 20,856 shares; 2025Q2: 20,499 shares; 2025Q3: 21,581 shares 21,581 $4M 0.36% +1,082 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: 4,848 shares; 2024Q4: 5,285 shares; 2025Q1: 5,270 shares; 2025Q2: 36,611 shares; 2025Q3: 40,675 shares 40,675 $3.97M 0.36% +4,064 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: 60,345 shares; 2024Q4: 61,388 shares; 2025Q1: 59,418 shares; 2025Q2: 59,418 shares; 2025Q3: 59,693 shares 59,693 $3.9M 0.35% +275 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,896 shares; 2025Q3: 16,374 shares 16,374 $3.76M 0.34% +1,478 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,925 shares; 2024Q4: 17,561 shares; 2025Q1: 20,653 shares; 2025Q2: 21,436 shares; 2025Q3: 21,441 shares 21,441 $3.73M 0.34% +5 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: 58,890 shares; 2024Q4: 81,495 shares; 2025Q1: 72,467 shares; 2025Q2: 120,361 shares; 2025Q3: 128,473 shares 128,473 $3.63M 0.33% +8,112 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,426 shares; 2025Q2: 27,656 shares; 2025Q3: 28,380 shares 28,380 $3.6M 0.32% +724 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,883 shares; 2025Q1: 4,472 shares; 2025Q2: 4,644 shares; 2025Q3: 4,753 shares 4,753 $3.6M 0.32% +109 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: 4,209 shares; 2024Q4: 4,450 shares; 2025Q1: 4,668 shares; 2025Q2: 4,697 shares; 2025Q3: 4,625 shares 4,625 $3.57M 0.32% -72 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: 41,681 shares; 2024Q4: 45,856 shares; 2025Q1: 51,185 shares; 2025Q2: 51,695 shares; 2025Q3: 53,469 shares 53,469 $3.55M 0.32% +1,774 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: 774 shares; 2024Q4: 1,574 shares; 2025Q1: not reported; 2025Q2: 15,785 shares; 2025Q3: 17,330 shares 17,330 $3.53M 0.32% +1,545 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,794 shares; 2024Q4: 41,398 shares; 2025Q1: 53,284 shares; 2025Q2: 54,468 shares; 2025Q3: 54,064 shares 54,064 $3.32M 0.3% -404 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: 2,557 shares; 2025Q1: 2,838 shares; 2025Q2: 2,964 shares; 2025Q3: 2,840 shares 2,840 $3.31M 0.3% -124 Timeline EWI 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: 57,381 shares; 2024Q4: 61,795 shares; 2025Q1: 64,972 shares; 2025Q2: 65,656 shares; 2025Q3: 63,608 shares 63,608 $3.3M 0.3% -2,048 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: 5,568 shares; 2024Q4: 5,624 shares; 2025Q1: 5,288 shares; 2025Q2: 12,468 shares; 2025Q3: 13,368 shares 13,368 $3.3M 0.3% +900 Timeline EPOL 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: 83,490 shares; 2024Q4: 92,980 shares; 2025Q1: 107,123 shares; 2025Q2: 107,736 shares; 2025Q3: 101,608 shares 101,608 $3.27M 0.29% -6,128 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: 29,578 shares; 2024Q4: 30,124 shares; 2025Q1: 29,073 shares; 2025Q2: 43,528 shares; 2025Q3: 47,730 shares 47,730 $3.27M 0.29% +4,202 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: 6,294 shares; 2024Q4: 6,889 shares; 2025Q1: 12,585 shares; 2025Q2: 14,493 shares; 2025Q3: 6,986 shares 6,986 $3.12M 0.28% -7,507 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,623 shares; 2025Q1: 41,784 shares; 2025Q2: 32,765 shares; 2025Q3: 34,244 shares 34,244 $3.12M 0.28% +1,479 Timeline VGIT 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: 64,610 shares; 2024Q4: 72,987 shares; 2025Q1: 48,382 shares; 2025Q2: 49,438 shares; 2025Q3: 51,507 shares 51,507 $3.09M 0.28% +2,069 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: 11,454 shares; 2025Q3: 61,975 shares 61,975 $3.09M 0.28% +50,521 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,564 shares; 2024Q4: 34,879 shares; 2025Q1: 36,573 shares; 2025Q2: 25,666 shares; 2025Q3: 25,081 shares 25,081 $3.02M 0.27% -585 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,100 shares; 2024Q4: 47,624 shares; 2025Q1: 52,664 shares; 2025Q2: 54,867 shares; 2025Q3: 56,313 shares 56,313 $3.01M 0.27% +1,446 Timeline JNK 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: 21,356 shares; 2024Q4: 23,654 shares; 2025Q1: 28,357 shares; 2025Q2: 29,446 shares; 2025Q3: 30,725 shares 30,725 $3.01M 0.27% +1,279 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,110 shares; 2024Q4: 54,922 shares; 2025Q1: 65,891 shares; 2025Q2: 68,522 shares; 2025Q3: 71,932 shares 71,932 $2.99M 0.27% +3,410 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,425 shares; 2024Q4: 106,767 shares; 2025Q1: 128,586 shares; 2025Q2: 135,519 shares; 2025Q3: 135,368 shares 135,368 $2.96M 0.27% -151 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,940 shares; 2025Q3: 5,217 shares 5,217 $2.95M 0.27% +277 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,103 shares; 2025Q1: 3,346 shares; 2025Q2: 14,841 shares; 2025Q3: 16,444 shares 16,444 $2.93M 0.26% +1,603 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: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 19,725 shares; 2025Q2: 19,725 shares; 2025Q3: 18,539 shares 18,539 $2.86M 0.26% -1,186 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,080 shares; 2024Q4: 13,734 shares; 2025Q1: 16,306 shares; 2025Q2: 16,995 shares; 2025Q3: 17,311 shares 17,311 $2.81M 0.25% +316 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 10,658 shares; 2025Q1: 9,549 shares; 2025Q2: 13,303 shares; 2025Q3: 54,853 shares 54,853 $2.77M 0.25% +41,550 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: 13,782 shares; 2024Q4: 13,750 shares; 2025Q1: 12,796 shares; 2025Q2: 12,882 shares; 2025Q3: 18,528 shares 18,528 $2.75M 0.25% +5,646 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,548 shares; 2025Q2: 26,584 shares; 2025Q3: 27,439 shares 27,439 $2.75M 0.25% +855 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,807 shares; 2024Q4: 88,317 shares; 2025Q1: 98,841 shares; 2025Q2: 99,981 shares; 2025Q3: 96,666 shares 96,666 $2.74M 0.25% -3,315 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: 7,052 shares; 2024Q4: 9,539 shares; 2025Q1: 9,576 shares; 2025Q2: 9,444 shares; 2025Q3: 9,654 shares 9,654 $2.72M 0.24% +210 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: 10,070 shares; 2024Q4: 10,046 shares; 2025Q1: 9,801 shares; 2025Q2: 9,696 shares; 2025Q3: 9,737 shares 9,737 $2.72M 0.24% +41 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 3,228 shares; 2025Q1: 3,354 shares; 2025Q2: 4,696 shares; 2025Q3: 4,406 shares 4,406 $2.7M 0.24% -290 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,746 shares; 2025Q3: 5,500 shares 5,500 $2.7M 0.24% +754 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,471 shares; 2025Q2: 91,882 shares; 2025Q3: 94,801 shares 94,801 $2.69M 0.24% +2,919 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: 12,483 shares; 2024Q4: 18,029 shares; 2025Q1: 17,801 shares; 2025Q2: 15,708 shares; 2025Q3: 17,259 shares 17,259 $2.68M 0.24% +1,551 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,519 shares; 2025Q1: 55,249 shares; 2025Q2: 127,139 shares; 2025Q3: 134,253 shares 134,253 $2.64M 0.24% +7,114 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: 7,579 shares; 2024Q4: 7,593 shares; 2025Q1: 14,039 shares; 2025Q2: 14,732 shares; 2025Q3: 15,616 shares 15,616 $2.61M 0.23% +884 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: 6,523 shares; 2024Q4: 6,498 shares; 2025Q1: 6,446 shares; 2025Q2: 6,241 shares; 2025Q3: 6,178 shares 6,178 $2.61M 0.23% -63 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,449 shares; 2025Q1: 36,527 shares; 2025Q2: 36,587 shares; 2025Q3: 31,682 shares 31,682 $2.6M 0.23% -4,905 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: 9,307 shares; 2024Q4: 12,053 shares; 2025Q1: 14,834 shares; 2025Q2: 15,762 shares; 2025Q3: 23,768 shares 23,768 $2.59M 0.23% +8,006 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: 4,258 shares; 2024Q4: 4,355 shares; 2025Q1: 4,312 shares; 2025Q2: 4,272 shares; 2025Q3: 4,236 shares 4,236 $2.58M 0.23% -36 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: 6,778 shares; 2024Q4: 8,256 shares; 2025Q1: 7,768 shares; 2025Q2: 14,008 shares; 2025Q3: 16,705 shares 16,705 $2.57M 0.23% +2,697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,894 shares; 2025Q3: 26,125 shares 26,125 $2.56M 0.23% +1,231 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,586 shares 77,586 $2.51M 0.23% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,065 shares; 2025Q1: 2,099 shares; 2025Q2: not reported; 2025Q3: 14,330 shares 14,330 $2.44M 0.22% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,066 shares; 2025Q3: 24,207 shares 24,207 $2.44M 0.22% +20,141 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: 2,893 shares; 2024Q4: 2,770 shares; 2025Q1: 2,897 shares; 2025Q2: 12,213 shares; 2025Q3: 14,530 shares 14,530 $2.43M 0.22% +2,317 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: 6,748 shares; 2024Q4: 6,910 shares; 2025Q1: 6,897 shares; 2025Q2: 7,102 shares; 2025Q3: 7,174 shares 7,174 $2.42M 0.22% +72 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: 8,162 shares; 2024Q4: 8,112 shares; 2025Q1: 8,099 shares; 2025Q2: 7,890 shares; 2025Q3: 7,958 shares 7,958 $2.39M 0.21% +68 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,667 shares; 2025Q1: 41,386 shares; 2025Q2: 42,322 shares; 2025Q3: 35,551 shares 35,551 $2.38M 0.21% -6,771 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,797 shares; 2024Q4: 93,209 shares; 2025Q1: 106,985 shares; 2025Q2: 12,229 shares; 2025Q3: 10,266 shares 10,266 $2.36M 0.21% -1,963 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: not reported; 2024Q4: not reported; 2025Q1: 7,627 shares; 2025Q2: 9,271 shares; 2025Q3: 9,144 shares 9,144 $2.34M 0.21% -127 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,947 shares; 2025Q2: 18,687 shares; 2025Q3: 23,146 shares 23,146 $2.34M 0.21% +4,459 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,147 shares; 2024Q4: 14,877 shares; 2025Q1: 15,464 shares; 2025Q2: 16,480 shares; 2025Q3: 17,915 shares 17,915 $2.34M 0.21% +1,435 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: 7,635 shares; 2024Q4: 9,618 shares; 2025Q1: 9,505 shares; 2025Q2: 8,936 shares; 2025Q3: 10,077 shares 10,077 $2.33M 0.21% +1,141 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: 33,657 shares; 2024Q4: 33,814 shares; 2025Q1: 33,782 shares; 2025Q2: 34,304 shares; 2025Q3: 17,935 shares 17,935 $2.31M 0.21% -16,369 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: 26,470 shares; 2024Q4: 26,828 shares; 2025Q1: 26,928 shares; 2025Q2: 29,351 shares; 2025Q3: 32,000 shares 32,000 $2.11M 0.19% +2,649 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; 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: 53,682 shares; 2025Q3: 52,021 shares 52,021 $2.05M 0.18% -1,661 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: 25,633 shares; 2024Q4: 28,272 shares; 2025Q1: 27,755 shares; 2025Q2: 28,272 shares; 2025Q3: 10,026 shares 10,026 $2.05M 0.18% -18,246 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: 4,429 shares; 2024Q4: 4,955 shares; 2025Q1: 4,562 shares; 2025Q2: 4,421 shares; 2025Q3: 5,045 shares 5,045 $2.04M 0.18% +624 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,486 shares; 2024Q4: 23,104 shares; 2025Q1: 22,455 shares; 2025Q2: 28,960 shares; 2025Q3: 29,887 shares 29,887 $2.01M 0.18% +927 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,389 shares; 2025Q2: 7,835 shares; 2025Q3: 8,074 shares 8,074 $1.99M 0.18% +239 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: 25,442 shares; 2024Q4: 24,977 shares; 2025Q1: 23,716 shares; 2025Q2: 24,168 shares; 2025Q3: 22,621 shares 22,621 $1.98M 0.18% -1,547 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: 6,803 shares; 2024Q4: 6,718 shares; 2025Q1: 6,752 shares; 2025Q2: 6,815 shares; 2025Q3: 6,662 shares 6,662 $1.96M 0.18% -153 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: 27,575 shares; 2024Q4: 31,741 shares; 2025Q1: 31,191 shares; 2025Q2: 31,276 shares; 2025Q3: 37,882 shares 37,882 $1.95M 0.18% +6,606 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 41,935 shares; 2025Q2: 43,916 shares; 2025Q3: 45,801 shares 45,801 $1.93M 0.17% +1,885 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 13,419 shares; 2025Q3: 24,547 shares 24,547 $1.86M 0.17% +11,128 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: 22,709 shares; 2024Q4: 11,930 shares; 2025Q1: 9,255 shares; 2025Q2: 6,844 shares; 2025Q3: 22,171 shares 22,171 $1.86M 0.17% +15,327 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: 2,599 shares; 2024Q4: 2,562 shares; 2025Q1: 2,286 shares; 2025Q2: 3,248 shares; 2025Q3: 3,094 shares 3,094 $1.86M 0.17% -154 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,816 shares 25,816 $1.83M 0.16% new 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: 6,292 shares; 2024Q4: 6,313 shares; 2025Q1: 4,941 shares; 2025Q2: 4,901 shares; 2025Q3: 4,807 shares 4,807 $1.8M 0.16% -94 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,014 shares; 2024Q4: 20,746 shares; 2025Q1: 22,721 shares; 2025Q2: 8,369 shares; 2025Q3: 8,061 shares 8,061 $1.79M 0.16% -308 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,023 shares; 2024Q4: 22,780 shares; 2025Q1: 24,923 shares; 2025Q2: 24,899 shares; 2025Q3: 13,316 shares 13,316 $1.78M 0.16% -11,583 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,804 shares; 2024Q4: 35,929 shares; 2025Q1: 35,715 shares; 2025Q2: 35,762 shares; 2025Q3: 35,772 shares 35,772 $1.76M 0.16% +10 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,399 shares; 2025Q3: 9,943 shares 9,943 $1.72M 0.15% +1,544 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 15,393 shares; 2025Q1: 11,672 shares; 2025Q2: 11,663 shares; 2025Q3: 10,974 shares 10,974 $1.71M 0.15% -689 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: 111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 727 shares 727 $1.7M 0.15% +108 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 11,958 shares; 2025Q1: 14,473 shares; 2025Q2: 15,645 shares; 2025Q3: 15,602 shares 15,602 $1.66M 0.15% -43 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,799 shares; 2025Q3: 12,359 shares 12,359 $1.64M 0.15% +6,560 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: 24,019 shares; 2024Q4: 24,485 shares; 2025Q1: 24,806 shares; 2025Q2: 25,571 shares; 2025Q3: 26,836 shares 26,836 $1.64M 0.15% +1,265 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: 7,811 shares; 2024Q4: 9,100 shares; 2025Q1: 8,964 shares; 2025Q2: 9,600 shares; 2025Q3: 10,191 shares 10,191 $1.62M 0.15% +591 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: 38,490 shares; 2024Q4: 40,180 shares; 2025Q1: 43,696 shares; 2025Q2: 44,894 shares; 2025Q3: 45,387 shares 45,387 $1.61M 0.14% +493 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,749 shares; 2024Q4: 11,313 shares; 2025Q1: 12,812 shares; 2025Q2: 13,489 shares; 2025Q3: 14,281 shares 14,281 $1.6M 0.14% +792 Timeline GGME 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: 25,944 shares; 2025Q2: 26,050 shares; 2025Q3: 24,638 shares 24,638 $1.59M 0.14% -1,412 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: 11,159 shares; 2024Q4: 13,387 shares; 2025Q1: 19,066 shares; 2025Q2: 17,268 shares; 2025Q3: 15,799 shares 15,799 $1.58M 0.14% -1,469 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: 8,632 shares; 2024Q4: 7,748 shares; 2025Q1: 7,566 shares; 2025Q2: 19,711 shares; 2025Q3: 20,940 shares 20,940 $1.58M 0.14% +1,229 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: 3,572 shares; 2024Q4: 3,677 shares; 2025Q1: 3,661 shares; 2025Q2: 3,659 shares; 2025Q3: 4,426 shares 4,426 $1.57M 0.14% +767 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,941 shares; 2024Q4: 11,332 shares; 2025Q1: 12,096 shares; 2025Q2: 9,843 shares; 2025Q3: 8,786 shares 8,786 $1.57M 0.14% -1,057 Timeline PNQI 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: 37,009 shares; 2024Q4: 36,252 shares; 2025Q1: 29,387 shares; 2025Q2: 29,499 shares; 2025Q3: 28,030 shares 28,030 $1.56M 0.14% -1,469 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: not reported; 2024Q4: not reported; 2025Q1: 1,856 shares; 2025Q2: 12,613 shares; 2025Q3: 14,079 shares 14,079 $1.56M 0.14% +1,466 Timeline PRN 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: 9,186 shares; 2025Q1: 9,252 shares; 2025Q2: 9,361 shares; 2025Q3: 9,026 shares 9,026 $1.56M 0.14% -335 Timeline PEJ 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: 26,587 shares; 2025Q2: 26,660 shares; 2025Q3: 25,297 shares 25,297 $1.53M 0.14% -1,363 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: 2,426 shares; 2024Q4: 2,430 shares; 2025Q1: 2,498 shares; 2025Q2: 2,312 shares; 2025Q3: 2,633 shares 2,633 $1.5M 0.13% +321 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: 40,834 shares; 2024Q4: 50,793 shares; 2025Q1: 43,888 shares; 2025Q2: 46,172 shares; 2025Q3: 47,514 shares 47,514 $1.49M 0.13% +1,342 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 11,160 shares; 2025Q1: 11,213 shares; 2025Q2: 10,670 shares; 2025Q3: 11,103 shares 11,103 $1.48M 0.13% +433 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,387 shares; 2024Q4: 23,443 shares; 2025Q1: 21,157 shares; 2025Q2: 21,265 shares; 2025Q3: 20,428 shares 20,428 $1.47M 0.13% -837 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,718 shares; 2025Q1: 4,633 shares; 2025Q2: 4,573 shares; 2025Q3: 4,620 shares 4,620 $1.47M 0.13% +47 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: 10,634 shares; 2024Q4: 11,114 shares; 2025Q1: 10,895 shares; 2025Q2: 10,087 shares; 2025Q3: 10,409 shares 10,409 $1.46M 0.13% +322 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: 7,140 shares; 2024Q4: 7,463 shares; 2025Q1: 7,267 shares; 2025Q2: 6,497 shares; 2025Q3: 6,124 shares 6,124 $1.45M 0.13% -373 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: 16,399 shares; 2024Q4: 16,066 shares; 2025Q1: 15,828 shares; 2025Q2: 15,992 shares; 2025Q3: 15,169 shares 15,169 $1.44M 0.13% -823 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,030 shares; 2025Q3: 40,442 shares 40,442 $1.43M 0.13% +1,412 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,167 shares; 2024Q4: 15,928 shares; 2025Q1: 16,030 shares; 2025Q2: 16,892 shares; 2025Q3: 17,315 shares 17,315 $1.43M 0.13% +423 Timeline LEMB 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: 37,123 shares; 2024Q4: 36,437 shares; 2025Q1: 36,393 shares; 2025Q2: 36,688 shares; 2025Q3: 34,648 shares 34,648 $1.43M 0.13% -2,040 Timeline XTN 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: 17,878 shares; 2024Q4: 17,878 shares; 2025Q1: 17,878 shares; 2025Q2: 17,878 shares; 2025Q3: 16,757 shares 16,757 $1.41M 0.13% -1,121 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,396 shares; 2025Q2: 17,001 shares; 2025Q3: 17,932 shares 17,932 $1.39M 0.13% +931 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 3,204 shares; 2025Q1: 3,720 shares; 2025Q2: 3,725 shares; 2025Q3: 3,552 shares 3,552 $1.39M 0.13% -173 Timeline EMHY 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: 37,783 shares; 2024Q4: 36,857 shares; 2025Q1: 36,220 shares; 2025Q2: 36,655 shares; 2025Q3: 34,801 shares 34,801 $1.38M 0.12% -1,854 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: 7,810 shares; 2024Q4: 8,145 shares; 2025Q1: 8,070 shares; 2025Q2: 7,243 shares; 2025Q3: 8,275 shares 8,275 $1.38M 0.12% +1,032 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: 123,364 shares; 2024Q4: 126,197 shares; 2025Q1: 61,574 shares; 2025Q2: 44,851 shares; 2025Q3: 23,880 shares 23,880 $1.37M 0.12% -20,971 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 5,162 shares; 2025Q1: 6,101 shares; 2025Q2: 6,503 shares; 2025Q3: 6,380 shares 6,380 $1.37M 0.12% -123 Timeline GHYG 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: 31,492 shares; 2024Q4: 30,835 shares; 2025Q1: 30,510 shares; 2025Q2: 30,890 shares; 2025Q3: 29,393 shares 29,393 $1.37M 0.12% -1,497 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,047 shares; 2025Q2: 30,336 shares; 2025Q3: 29,044 shares 29,044 $1.34M 0.12% -1,292 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 5,814 shares; 2025Q1: 6,279 shares; 2025Q2: 5,794 shares; 2025Q3: 5,625 shares 5,625 $1.33M 0.12% -169 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,678 shares; 2024Q4: 13,612 shares; 2025Q1: 12,469 shares; 2025Q2: 12,312 shares; 2025Q3: 11,701 shares 11,701 $1.31M 0.12% -611 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,489 shares; 2025Q1: 38,068 shares; 2025Q2: 38,540 shares; 2025Q3: 36,789 shares 36,789 $1.31M 0.12% -1,751 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 5,861 shares; 2025Q1: 5,495 shares; 2025Q2: 5,406 shares; 2025Q3: 6,066 shares 6,066 $1.3M 0.12% +660 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,094 shares 6,094 $1.3M 0.12% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 5,623 shares; 2025Q1: 5,471 shares; 2025Q2: 5,230 shares; 2025Q3: 5,340 shares 5,340 $1.28M 0.11% +110 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: 6,718 shares; 2024Q4: 7,067 shares; 2025Q1: 7,048 shares; 2025Q2: 7,324 shares; 2025Q3: 8,362 shares 8,362 $1.27M 0.11% +1,038 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,191 shares; 2025Q3: 28,097 shares 28,097 $1.26M 0.11% +2,906 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 2,976 shares; 2025Q1: 2,982 shares; 2025Q2: 2,930 shares; 2025Q3: 2,968 shares 2,968 $1.25M 0.11% +38 Timeline KBWP 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: 15,252 shares; 2024Q4: 15,164 shares; 2025Q1: not reported; 2025Q2: 10,010 shares; 2025Q3: 10,107 shares 10,107 $1.25M 0.11% +97 Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,756 shares; 2024Q4: 25,378 shares; 2025Q1: 22,535 shares; 2025Q2: 22,779 shares; 2025Q3: 21,911 shares 21,911 $1.23M 0.11% -868 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: 5,886 shares; 2024Q4: 7,042 shares; 2025Q1: 7,042 shares; 2025Q2: 6,242 shares; 2025Q3: 5,670 shares 5,670 $1.22M 0.11% -572 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 10,006 shares; 2025Q1: 9,840 shares; 2025Q2: 9,406 shares; 2025Q3: 9,525 shares 9,525 $1.22M 0.11% +119 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: 2,684 shares; 2024Q4: 3,419 shares; 2025Q1: 3,625 shares; 2025Q2: 3,747 shares; 2025Q3: 3,528 shares 3,528 $1.2M 0.11% -219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,128 shares; 2025Q3: 18,616 shares 18,616 $1.18M 0.11% +1,488 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: 16,475 shares; 2024Q4: 17,046 shares; 2025Q1: 16,644 shares; 2025Q2: 16,766 shares; 2025Q3: 16,896 shares 16,896 $1.18M 0.11% +130 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: 2,399 shares; 2024Q4: 2,861 shares; 2025Q1: 2,546 shares; 2025Q2: 2,377 shares; 2025Q3: 2,320 shares 2,320 $1.16M 0.1% -57 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: 6,762 shares; 2024Q4: 6,855 shares; 2025Q1: 6,166 shares; 2025Q2: 2,895 shares; 2025Q3: 3,293 shares 3,293 $1.14M 0.1% +398 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: 6,118 shares; 2024Q4: 5,914 shares; 2025Q1: 5,079 shares; 2025Q2: 5,274 shares; 2025Q3: 5,380 shares 5,380 $1.13M 0.1% +106 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: 10,192 shares; 2024Q4: 10,665 shares; 2025Q1: 11,334 shares; 2025Q2: 2,544 shares; 2025Q3: 2,308 shares 2,308 $1.12M 0.1% -236 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,929 shares; 2025Q1: 12,705 shares; 2025Q2: 10,000 shares; 2025Q3: 10,462 shares 10,462 $1.09M 0.1% +462 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: 14,591 shares; 2024Q4: 13,727 shares; 2025Q1: 13,606 shares; 2025Q2: 6,356 shares; 2025Q3: 6,711 shares 6,711 $1.09M 0.1% +355 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: 2,596 shares; 2024Q4: 2,730 shares; 2025Q1: 2,554 shares; 2025Q2: 2,781 shares; 2025Q3: 3,227 shares 3,227 $1.07M 0.1% +446 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,253 shares; 2025Q1: 4,170 shares; 2025Q2: 4,005 shares; 2025Q3: 5,291 shares 5,291 $1.07M 0.1% +1,286 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: 7,673 shares; 2024Q4: 7,408 shares; 2025Q1: 7,961 shares; 2025Q2: 7,341 shares; 2025Q3: 12,562 shares 12,562 $1.05M 0.09% +5,221 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: 1,075 shares; 2024Q4: 1,962 shares; 2025Q1: 1,881 shares; 2025Q2: 3,740 shares; 2025Q3: 3,206 shares 3,206 $1.05M 0.09% -534 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: 12,670 shares; 2024Q4: 12,639 shares; 2025Q1: 12,670 shares; 2025Q2: 12,479 shares; 2025Q3: 12,387 shares 12,387 $1.05M 0.09% -92 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: 9,456 shares; 2024Q4: 9,813 shares; 2025Q1: 9,980 shares; 2025Q2: 9,720 shares; 2025Q3: 9,272 shares 9,272 $1.04M 0.09% -448 Timeline FTXG FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,172 shares; 2024Q4: 35,716 shares; 2025Q1: 31,371 shares; 2025Q2: 57,903 shares; 2025Q3: 48,250 shares 48,250 $1.03M 0.09% -9,653 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: 59,125 shares; 2024Q4: 59,141 shares; 2025Q1: 59,141 shares; 2025Q2: 59,141 shares; 2025Q3: 59,671 shares 59,671 $1.02M 0.09% +530 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,427 shares; 2025Q3: 13,214 shares 13,214 $1.01M 0.09% +787 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: 4,689 shares; 2024Q4: 5,225 shares; 2025Q1: 5,571 shares; 2025Q2: 5,935 shares; 2025Q3: 2,152 shares 2,152 $984K 0.09% -3,783 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; 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: 60,593 shares; 2025Q3: 62,006 shares 62,006 $959K 0.09% +1,413 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,134 shares 15,134 $949K 0.09% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,059 shares; 2025Q1: 2,022 shares; 2025Q2: 2,008 shares; 2025Q3: 2,071 shares 2,071 $947K 0.09% +63 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 4,897 shares; 2025Q1: 5,046 shares; 2025Q2: 4,074 shares; 2025Q3: 4,180 shares 4,180 $943K 0.08% +106 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 9,007 shares; 2025Q1: 9,007 shares; 2025Q2: 8,967 shares; 2025Q3: 8,792 shares 8,792 $936K 0.08% -175 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS 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: 50,574 shares 50,574 $918K 0.08% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,166 shares 14,166 $909K 0.08% new 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: 14,820 shares; 2024Q4: 11,666 shares; 2025Q1: 9,152 shares; 2025Q2: 9,007 shares; 2025Q3: 9,469 shares 9,469 $904K 0.08% +462 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,387 shares 5,387 $902K 0.08% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,909 shares; 2024Q4: 20,121 shares; 2025Q1: 6,879 shares; 2025Q2: 6,193 shares; 2025Q3: 7,832 shares 7,832 $897K 0.08% +1,639 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,300 shares 18,300 $897K 0.08% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,006 shares; 2025Q1: 1,346 shares; 2025Q2: 1,585 shares; 2025Q3: 1,592 shares 1,592 $895K 0.08% +7 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: 1,328 shares; 2024Q4: 1,271 shares; 2025Q1: 1,170 shares; 2025Q2: 1,190 shares; 2025Q3: 1,183 shares 1,183 $883K 0.08% -7 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: not reported; 2024Q4: 3,168 shares; 2025Q1: 4,060 shares; 2025Q2: 4,240 shares; 2025Q3: 4,835 shares 4,835 $882K 0.08% +595 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 4,001 shares; 2025Q1: 4,001 shares; 2025Q2: 3,831 shares; 2025Q3: 4,019 shares 4,019 $873K 0.08% +188 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 3,806 shares; 2025Q1: 3,653 shares; 2025Q2: 3,629 shares; 2025Q3: 3,314 shares 3,314 $863K 0.08% -315 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,373 shares; 2024Q4: 15,607 shares; 2025Q1: 16,858 shares; 2025Q2: 17,118 shares; 2025Q3: 19,933 shares 19,933 $861K 0.08% +2,815 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171,232 shares; 2025Q3: 166,121 shares 166,121 $829K 0.07% -5,111 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,493 shares; 2024Q4: 21,853 shares; 2025Q1: 19,662 shares; 2025Q2: 19,097 shares; 2025Q3: 16,247 shares 16,247 $824K 0.07% -2,850 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,871 shares; 2024Q4: 26,618 shares; 2025Q1: 26,164 shares; 2025Q2: 26,370 shares; 2025Q3: 23,189 shares 23,189 $813K 0.07% -3,181 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: 6,365 shares; 2024Q4: 5,680 shares; 2025Q1: 5,631 shares; 2025Q2: 5,748 shares; 2025Q3: 6,479 shares 6,479 $802K 0.07% +731 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: 3,801 shares; 2024Q4: 4,312 shares; 2025Q1: 4,140 shares; 2025Q2: 4,467 shares; 2025Q3: 6,475 shares 6,475 $801K 0.07% +2,008 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,671 shares; 2025Q1: 4,642 shares; 2025Q2: 4,492 shares; 2025Q3: 4,495 shares 4,495 $797K 0.07% +3 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: 5,053 shares; 2024Q4: 5,204 shares; 2025Q1: 5,568 shares; 2025Q2: 6,390 shares; 2025Q3: 6,684 shares 6,684 $794K 0.07% +294 Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,387 shares; 2025Q1: 7,895 shares; 2025Q2: 7,895 shares; 2025Q3: 8,185 shares 8,185 $794K 0.07% +290 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,674 shares; 2025Q1: 3,761 shares; 2025Q2: 3,668 shares; 2025Q3: 3,478 shares 3,478 $792K 0.07% -190 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: 5,319 shares; 2024Q4: 7,105 shares; 2025Q1: 7,053 shares; 2025Q2: 6,332 shares; 2025Q3: 5,614 shares 5,614 $791K 0.07% -718 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: 9,342 shares; 2024Q4: 9,981 shares; 2025Q1: 11,578 shares; 2025Q2: 12,055 shares; 2025Q3: 2,714 shares 2,714 $766K 0.07% -9,341 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,011 shares; 2025Q3: 86,948 shares 86,948 $762K 0.07% -3,063 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: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 1,600 shares 1,600 $750K 0.07% +1,078 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: 3,212 shares; 2024Q4: 3,051 shares; 2025Q1: 3,035 shares; 2025Q2: 3,190 shares; 2025Q3: 3,037 shares 3,037 $749K 0.07% -153 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: 1,871 shares; 2024Q4: 1,887 shares; 2025Q1: 1,817 shares; 2025Q2: 2,163 shares; 2025Q3: 3,768 shares 3,768 $747K 0.07% +1,605 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,870 shares 12,870 $740K 0.07% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 4,736 shares; 2025Q1: 4,507 shares; 2025Q2: 4,483 shares; 2025Q3: 4,950 shares 4,950 $715K 0.06% +467 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,826 shares; 2024Q4: 22,147 shares; 2025Q1: 21,579 shares; 2025Q2: 20,624 shares; 2025Q3: 20,609 shares 20,609 $710K 0.06% -15 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,216 shares; 2025Q1: 4,200 shares; 2025Q2: 4,277 shares; 2025Q3: 4,837 shares 4,837 $705K 0.06% +560 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 9,412 shares; 2025Q1: 9,268 shares; 2025Q2: 8,785 shares; 2025Q3: 8,650 shares 8,650 $691K 0.06% -135 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 18,318 shares; 2025Q1: 18,007 shares; 2025Q2: 18,938 shares; 2025Q3: 20,678 shares 20,678 $688K 0.06% +1,740 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 3,917 shares; 2025Q1: 3,922 shares; 2025Q2: 3,502 shares; 2025Q3: 3,660 shares 3,660 $672K 0.06% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,014 shares 2,014 $670K 0.06% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,109 shares; 2024Q4: 9,037 shares; 2025Q1: 8,695 shares; 2025Q2: 8,704 shares; 2025Q3: 8,673 shares 8,673 $665K 0.06% -31 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: 908 shares; 2024Q4: 2,306 shares; 2025Q1: 2,497 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares 2,613 $664K 0.06% 0 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,903 shares; 2024Q4: 268,575 shares; 2025Q1: 27,227 shares; 2025Q2: 27,357 shares; 2025Q3: 9,670 shares 9,670 $660K 0.06% -17,687 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: 1,511 shares; 2024Q4: 1,443 shares; 2025Q1: 965 shares; 2025Q2: 1,209 shares; 2025Q3: 1,380 shares 1,380 $656K 0.06% +171 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,364 shares; 2025Q1: 5,018 shares; 2025Q2: 4,994 shares; 2025Q3: 4,964 shares 4,964 $637K 0.06% -30 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 1,838 shares; 2025Q1: 1,931 shares; 2025Q2: 1,889 shares; 2025Q3: 1,918 shares 1,918 $620K 0.06% +29 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 4,378 shares; 2025Q1: 4,403 shares; 2025Q2: 4,353 shares; 2025Q3: 4,093 shares 4,093 $618K 0.06% -260 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 8,476 shares; 2025Q1: 7,579 shares; 2025Q2: 7,520 shares; 2025Q3: 7,257 shares 7,257 $616K 0.06% -263 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: 993 shares; 2024Q4: 1,041 shares; 2025Q1: 978 shares; 2025Q2: 1,008 shares; 2025Q3: 1,240 shares 1,240 $604K 0.05% +232 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: 12,205 shares; 2024Q4: 12,634 shares; 2025Q1: 5,233 shares; 2025Q2: 5,116 shares; 2025Q3: 5,944 shares 5,944 $603K 0.05% +828 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: 2,618 shares; 2024Q4: 2,723 shares; 2025Q1: 2,674 shares; 2025Q2: 2,799 shares; 2025Q3: 3,424 shares 3,424 $585K 0.05% +625 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: 1,053 shares; 2024Q4: 1,832 shares; 2025Q1: 1,833 shares; 2025Q2: 2,036 shares; 2025Q3: 2,377 shares 2,377 $584K 0.05% +341 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 7,007 shares; 2025Q1: 6,772 shares; 2025Q2: 6,518 shares; 2025Q3: 6,582 shares 6,582 $582K 0.05% +64 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,160 shares; 2025Q1: 28,444 shares; 2025Q2: 28,479 shares; 2025Q3: 27,825 shares 27,825 $575K 0.05% -654 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 4,059 shares; 2025Q1: 4,064 shares; 2025Q2: 3,711 shares; 2025Q3: 4,215 shares 4,215 $573K 0.05% +504 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: 1,670 shares; 2024Q4: 1,996 shares; 2025Q1: 1,919 shares; 2025Q2: 2,081 shares; 2025Q3: 2,194 shares 2,194 $572K 0.05% +113 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 5,509 shares; 2025Q1: 5,681 shares; 2025Q2: 5,465 shares; 2025Q3: 5,519 shares 5,519 $566K 0.05% +54 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,421 shares; 2025Q1: 1,515 shares; 2025Q2: 1,432 shares; 2025Q3: 1,868 shares 1,868 $562K 0.05% +436 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: 5,776 shares; 2024Q4: 6,156 shares; 2025Q1: 6,281 shares; 2025Q2: 6,103 shares; 2025Q3: 5,841 shares 5,841 $554K 0.05% -262 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,722 shares; 2025Q1: 6,435 shares; 2025Q2: 6,109 shares; 2025Q3: 6,486 shares 6,486 $529K 0.05% +377 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: 3,288 shares; 2024Q4: 3,150 shares; 2025Q1: 3,216 shares; 2025Q2: 3,280 shares; 2025Q3: 2,740 shares 2,740 $527K 0.05% -540 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,444 shares; 2025Q1: 4,399 shares; 2025Q2: 4,265 shares; 2025Q3: 4,246 shares 4,246 $521K 0.05% -19 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 6,137 shares; 2025Q1: 5,921 shares; 2025Q2: 5,909 shares; 2025Q3: 6,234 shares 6,234 $513K 0.05% +325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,474 shares; 2025Q3: 5,274 shares 5,274 $509K 0.05% +2,800 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: 12,670 shares; 2024Q4: 13,438 shares; 2025Q1: 13,120 shares; 2025Q2: 13,349 shares; 2025Q3: 13,821 shares 13,821 $493K 0.04% +472 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,712 shares; 2025Q1: 2,568 shares; 2025Q2: 2,439 shares; 2025Q3: 2,601 shares 2,601 $488K 0.04% +162 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,918 shares; 2024Q4: 16,856 shares; 2025Q1: 16,457 shares; 2025Q2: 16,593 shares; 2025Q3: 17,223 shares 17,223 $488K 0.04% +630 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: 623 shares; 2024Q4: 615 shares; 2025Q1: 631 shares; 2025Q2: 473 shares; 2025Q3: 503 shares 503 $487K 0.04% +30 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,423 shares; 2025Q1: 2,602 shares; 2025Q2: 3,318 shares; 2025Q3: 3,396 shares 3,396 $484K 0.04% +78 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: 2,754 shares; 2024Q4: 2,756 shares; 2025Q1: 2,660 shares; 2025Q2: 2,785 shares; 2025Q3: 2,975 shares 2,975 $483K 0.04% +190 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,765 shares; 2025Q1: 6,423 shares; 2025Q2: 6,675 shares; 2025Q3: 6,662 shares 6,662 $481K 0.04% -13 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 7,452 shares; 2025Q1: 7,231 shares; 2025Q2: 5,556 shares; 2025Q3: 5,758 shares 5,758 $474K 0.04% +202 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: not reported; 2024Q4: not reported; 2025Q1: 1,019 shares; 2025Q2: 1,090 shares; 2025Q3: 2,137 shares 2,137 $472K 0.04% +1,047 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,536 shares; 2025Q1: 1,593 shares; 2025Q2: 1,498 shares; 2025Q3: 1,592 shares 1,592 $469K 0.04% +94 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,209 shares; 2024Q4: 2,358 shares; 2025Q1: 2,299 shares; 2025Q2: 2,122 shares; 2025Q3: 2,302 shares 2,302 $463K 0.04% +180 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,469 shares 5,469 $459K 0.04% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,891 shares; 2024Q4: 17,012 shares; 2025Q1: 17,088 shares; 2025Q2: 17,532 shares; 2025Q3: 17,243 shares 17,243 $450K 0.04% -289 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 4,649 shares; 2025Q1: 4,703 shares; 2025Q2: 4,635 shares; 2025Q3: 4,529 shares 4,529 $447K 0.04% -106 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: 16,893 shares; 2024Q4: 8,569 shares; 2025Q1: 7,594 shares; 2025Q2: 7,484 shares; 2025Q3: 7,113 shares 7,113 $444K 0.04% -371 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,030 shares; 2025Q1: 6,074 shares; 2025Q2: 6,082 shares; 2025Q3: 6,082 shares 6,082 $443K 0.04% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 1,897 shares; 2025Q1: 1,736 shares; 2025Q2: 1,810 shares; 2025Q3: 1,822 shares 1,822 $439K 0.04% +12 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: 6,784 shares; 2024Q4: 6,861 shares; 2025Q1: 6,690 shares; 2025Q2: 6,097 shares; 2025Q3: 6,391 shares 6,391 $429K 0.04% +294 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,390 shares 3,390 $427K 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,272 shares; 2025Q1: 4,325 shares; 2025Q2: 3,960 shares; 2025Q3: 3,788 shares 3,788 $426K 0.04% -172 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,377 shares; 2024Q4: 178,580 shares; 2025Q1: 6,822 shares; 2025Q2: 6,599 shares; 2025Q3: 3,807 shares 3,807 $426K 0.04% -2,792 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 6,065 shares; 2025Q1: 5,910 shares; 2025Q2: 5,560 shares; 2025Q3: 5,557 shares 5,557 $422K 0.04% -3 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,368 shares; 2025Q1: 2,461 shares; 2025Q2: 2,117 shares; 2025Q3: 2,103 shares 2,103 $413K 0.04% -14 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: 1,509 shares; 2025Q1: 1,597 shares; 2025Q2: 1,772 shares; 2025Q3: 2,139 shares 2,139 $409K 0.04% +367 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: not reported; 2024Q4: 1,475 shares; 2025Q1: 1,600 shares; 2025Q2: 1,959 shares; 2025Q3: 2,149 shares 2,149 $405K 0.04% +190 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,405 shares; 2025Q1: 13,212 shares; 2025Q2: 6,851 shares; 2025Q3: 6,622 shares 6,622 $405K 0.04% -229 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: 4,055 shares; 2024Q4: 3,555 shares; 2025Q1: 3,397 shares; 2025Q2: 3,424 shares; 2025Q3: 3,534 shares 3,534 $405K 0.04% +110 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: 1,467 shares; 2024Q4: 1,567 shares; 2025Q1: 1,589 shares; 2025Q2: 1,553 shares; 2025Q3: 1,531 shares 1,531 $397K 0.04% -22 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: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $395K 0.04% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares; 2025Q3: 3,067 shares 3,067 $382K 0.03% +821 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,453 shares; 2024Q4: 10,598 shares; 2025Q1: 10,645 shares; 2025Q2: 10,832 shares; 2025Q3: 11,669 shares 11,669 $381K 0.03% +837 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: not reported; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,874 shares; 2025Q3: 2,870 shares 2,870 $372K 0.03% -4 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: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares 1,895 $371K 0.03% 0 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: 1,616 shares; 2024Q4: 1,790 shares; 2025Q1: 1,907 shares; 2025Q2: 2,106 shares; 2025Q3: 2,130 shares 2,130 $368K 0.03% +24 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 943 shares; 2025Q1: 941 shares; 2025Q2: 855 shares; 2025Q3: 836 shares 836 $366K 0.03% -19 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares 501 $360K 0.03% new 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: 1,181 shares; 2024Q4: 1,185 shares; 2025Q1: 1,198 shares; 2025Q2: 1,185 shares; 2025Q3: 1,238 shares 1,238 $358K 0.03% +53 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: 8,332 shares; 2024Q4: 8,855 shares; 2025Q1: 8,332 shares; 2025Q2: 7,632 shares; 2025Q3: 7,132 shares 7,132 $357K 0.03% -500 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: 17,328 shares; 2024Q4: 11,960 shares; 2025Q1: 15,205 shares; 2025Q2: 13,039 shares; 2025Q3: 13,864 shares 13,864 $353K 0.03% +825 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,297 shares 1,297 $353K 0.03% +142 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: 15,193 shares; 2024Q4: 18,579 shares; 2025Q1: 3,272 shares; 2025Q2: 3,411 shares; 2025Q3: 3,459 shares 3,459 $327K 0.03% +48 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,231 shares; 2024Q4: 19,319 shares; 2025Q1: 18,675 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares 2,362 $326K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 7,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,663 shares 6,663 $322K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 10,965 shares; 2025Q1: 10,618 shares; 2025Q2: 8,977 shares; 2025Q3: 9,536 shares 9,536 $320K 0.03% +559 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,726 shares; 2025Q1: 2,777 shares; 2025Q2: 2,271 shares; 2025Q3: 2,299 shares 2,299 $319K 0.03% +28 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 9,870 shares; 2025Q1: 7,756 shares; 2025Q2: 6,424 shares; 2025Q3: 5,000 shares 5,000 $318K 0.03% -1,424 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,223 shares; 2025Q1: 1,152 shares; 2025Q2: 1,136 shares; 2025Q3: 1,104 shares 1,104 $316K 0.03% -32 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: 6,177 shares; 2024Q4: 2,682 shares; 2025Q1: 974 shares; 2025Q2: 1,008 shares; 2025Q3: 1,097 shares 1,097 $316K 0.03% +89 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,968 shares; 2025Q1: 1,969 shares; 2025Q2: 1,945 shares; 2025Q3: 1,920 shares 1,920 $311K 0.03% -25 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,673 shares 3,673 $310K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 957 shares 957 $310K 0.03% +70 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,709 shares; 2025Q1: 2,694 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares 2,503 $303K 0.03% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 3,408 shares; 2025Q2: 3,894 shares; 2025Q3: 3,909 shares 3,909 $300K 0.03% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,704 shares 2,704 $298K 0.03% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,489 shares; 2025Q1: 3,449 shares; 2025Q2: 3,149 shares; 2025Q3: 3,136 shares 3,136 $298K 0.03% -13 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 3,538 shares; 2025Q1: 2,779 shares; 2025Q2: 1,866 shares; 2025Q3: 1,759 shares 1,759 $295K 0.03% -107 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,119 shares 4,119 $292K 0.03% new Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,168 shares; 2025Q2: 10,333 shares; 2025Q3: 10,425 shares 10,425 $291K 0.03% +92 BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,247 shares; 2025Q1: 1,227 shares; 2025Q2: 1,190 shares; 2025Q3: 1,218 shares 1,218 $290K 0.03% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,742 shares; 2025Q3: 3,723 shares 3,723 $290K 0.03% +981 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 2,018 shares; 2025Q1: 1,680 shares; 2025Q2: 1,537 shares; 2025Q3: 1,735 shares 1,735 $290K 0.03% +198 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,000 shares; 2025Q1: 2,992 shares; 2025Q2: 2,995 shares; 2025Q3: 3,426 shares 3,426 $288K 0.03% +431 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: 4,871 shares; 2024Q4: 4,871 shares; 2025Q1: 4,883 shares; 2025Q2: 4,754 shares; 2025Q3: 4,792 shares 4,792 $286K 0.03% +38 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,966 shares; 2025Q1: 2,291 shares; 2025Q2: 2,271 shares; 2025Q3: 2,247 shares 2,247 $285K 0.03% -24 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: 2,181 shares; 2024Q4: 2,184 shares; 2025Q1: 2,199 shares; 2025Q2: 2,238 shares; 2025Q3: 2,266 shares 2,266 $282K 0.03% +28 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: not reported; 2024Q4: 3,009 shares; 2025Q1: 3,203 shares; 2025Q2: 3,390 shares; 2025Q3: 2,957 shares 2,957 $282K 0.03% -433 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,477 shares 2,477 $280K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 580 shares 580 $278K 0.02% -68 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: not reported; 2024Q4: 3,078 shares; 2025Q1: 3,237 shares; 2025Q2: 3,180 shares; 2025Q3: 3,186 shares 3,186 $278K 0.02% +6 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,786 shares; 2025Q1: 1,975 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares 2,202 $277K 0.02% 0 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: 3,587 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,608 shares 3,608 $272K 0.02% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,494 shares; 2025Q2: 1,394 shares; 2025Q3: 1,332 shares 1,332 $269K 0.02% -62 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: 1,885 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 2,579 shares; 2025Q3: 1,885 shares 1,885 $267K 0.02% -694 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,657 shares 4,657 $264K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,131 shares 2,131 $257K 0.02% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 6,049 shares; 2025Q1: 6,049 shares; 2025Q2: 5,499 shares; 2025Q3: 5,499 shares 5,499 $254K 0.02% 0 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: 2,358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,263 shares 3,263 $254K 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,748 shares; 2025Q1: 1,774 shares; 2025Q2: 1,784 shares; 2025Q3: 1,892 shares 1,892 $252K 0.02% +108 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,644 shares; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,929 shares 1,929 $251K 0.02% +304 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400 $250K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 366 shares 366 $250K 0.02% +21 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,946 shares; 2024Q4: 10,996 shares; 2025Q1: 10,946 shares; 2025Q2: 11,030 shares; 2025Q3: 11,030 shares 11,030 $249K 0.02% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,401 shares; 2025Q1: 4,385 shares; 2025Q2: 4,385 shares; 2025Q3: 4,385 shares 4,385 $248K 0.02% 0 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: 842 shares; 2024Q4: 850 shares; 2025Q1: 839 shares; 2025Q2: 705 shares; 2025Q3: 691 shares 691 $246K 0.02% -14 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,194 shares; 2024Q4: 30,264 shares; 2025Q1: 38,788 shares; 2025Q2: 42,678 shares; 2025Q3: 6,268 shares 6,268 $246K 0.02% -36,410 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,537 shares; 2024Q4: 6,633 shares; 2025Q1: 6,330 shares; 2025Q2: 5,617 shares; 2025Q3: 5,671 shares 5,671 $243K 0.02% +54 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 20,574 shares; 2025Q1: 24,749 shares; 2025Q2: 3,078 shares; 2025Q3: 1,814 shares 1,814 $240K 0.02% -1,264 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares 1,020 $240K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,005 shares; 2025Q1: 1,026 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares 1,013 $238K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 6,701 shares; 2025Q1: 7,330 shares; 2025Q2: 6,517 shares; 2025Q3: 5,203 shares 5,203 $238K 0.02% -1,314 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,332 shares; 2025Q1: 5,973 shares; 2025Q2: 5,016 shares; 2025Q3: 4,953 shares 4,953 $237K 0.02% -63 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,392 shares; 2025Q3: 1,466 shares 1,466 $234K 0.02% +74 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,496 shares; 2025Q1: 22,891 shares; 2025Q2: 15,726 shares; 2025Q3: 10,000 shares 10,000 $233K 0.02% -5,726 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378 shares 378 $232K 0.02% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,721 shares; 2025Q2: 3,889 shares; 2025Q3: 3,892 shares 3,892 $231K 0.02% +3 CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,547 shares; 2025Q2: 10,547 shares; 2025Q3: 10,331 shares 10,331 $230K 0.02% -216 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,459 shares 3,459 $229K 0.02% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 130 shares; 2025Q2: 132 shares; 2025Q3: 127 shares 127 $227K 0.02% -5 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,244 shares; 2025Q3: 21,120 shares 21,120 $221K 0.02% +3,876 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,776 shares; 2025Q3: 2,300 shares 2,300 $221K 0.02% -476 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,902 shares; 2025Q1: 4,902 shares; 2025Q2: 4,902 shares; 2025Q3: 4,902 shares 4,902 $216K 0.02% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,455 shares; 2024Q4: 16,455 shares; 2025Q1: 16,455 shares; 2025Q2: 16,455 shares; 2025Q3: 16,455 shares 16,455 $215K 0.02% 0 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: 1,506 shares; 2024Q4: not reported; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares 1,506 $214K 0.02% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares 3,563 $214K 0.02% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; 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: 8,610 shares 8,610 $212K 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,451 shares; 2025Q3: 3,028 shares 3,028 $212K 0.02% -423 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: 3,154 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,469 shares 3,469 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares 453 $210K 0.02% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares 1,510 $209K 0.02% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,208 shares 1,208 $209K 0.02% new Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,848 shares; 2025Q1: 8,480 shares; 2025Q2: 5,810 shares; 2025Q3: 5,000 shares 5,000 $208K 0.02% -810 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,254 shares 3,254 $207K 0.02% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 1,850 shares; 2025Q3: 1,858 shares 1,858 $207K 0.02% +8 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,443 shares 6,443 $206K 0.02% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares 932 $205K 0.02% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,479 shares; 2025Q1: 5,305 shares; 2025Q2: 5,504 shares; 2025Q3: 4,750 shares 4,750 $202K 0.02% -754 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,223 shares; 2025Q2: not reported; 2025Q3: 7,803 shares 7,803 $202K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,527 shares 4,527 $202K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares 344 $202K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,735 shares 3,735 $201K 0.02% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,685 shares; 2025Q1: 14,485 shares; 2025Q2: 11,985 shares; 2025Q3: 11,010 shares 11,010 $201K 0.02% -975 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,966 shares; 2024Q4: 12,463 shares; 2025Q1: 12,076 shares; 2025Q2: 11,966 shares; 2025Q3: 11,966 shares 11,966 $193K 0.02% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,026 shares 10,026 $163K 0.01% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,068 shares; 2024Q4: 20,068 shares; 2025Q1: 20,068 shares; 2025Q2: 18,664 shares; 2025Q3: 18,724 shares 18,724 $155K 0.01% +60 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,564 shares; 2024Q4: 47,150 shares; 2025Q1: 46,499 shares; 2025Q2: 38,029 shares; 2025Q3: 20,516 shares 20,516 $137K 0.01% -17,513 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,774 shares; 2025Q3: 12,774 shares 12,774 $104K 0.01% 0 DGXX DIGI PWR X INC More: the full row for DIGI PWR X 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: 10,000 shares; 2025Q3: 10,000 shares 10,000 $22.9K <0.01% 0 Timeline