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: 125,833 shares; 2024Q4: 130,577 shares; 2025Q1: 132,601 shares; 2025Q2: 138,494 shares; 2025Q3: 370,961 shares 370,961 $248M 12.24% +232,467 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,123 shares; 2024Q4: 15,235 shares; 2025Q1: 21,090 shares; 2025Q2: 20,856 shares; 2025Q3: 809,693 shares 809,693 $75.6M 3.73% +788,837 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: 265,733 shares; 2024Q4: 267,220 shares; 2025Q1: 262,866 shares; 2025Q2: 259,076 shares; 2025Q3: 268,650 shares 268,650 $68.4M 3.37% +9,574 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,445 shares; 2024Q4: 710,119 shares; 2025Q1: 763,976 shares; 2025Q2: 815,079 shares; 2025Q3: 1,134,332 shares 1,134,332 $64.8M 3.19% +319,253 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: 11,719 shares; 2024Q4: 11,777 shares; 2025Q1: 11,748 shares; 2025Q2: 10,385 shares; 2025Q3: 102,486 shares 102,486 $61.5M 3.03% +92,101 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,521 shares; 2024Q4: 40,274 shares; 2025Q1: 48,836 shares; 2025Q2: 49,490 shares; 2025Q3: 167,301 shares 167,301 $45.8M 2.26% +117,811 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,184 shares; 2024Q4: 2,912 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214,514 shares 214,514 $41.7M 2.06% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297,440 shares 297,440 $41M 2.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,893 shares; 2024Q4: 445,622 shares; 2025Q1: 397,767 shares; 2025Q2: 378,434 shares; 2025Q3: 389,333 shares 389,333 $39M 1.92% +10,899 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: 65,140 shares; 2024Q4: 67,825 shares; 2025Q1: 68,152 shares; 2025Q2: 67,917 shares; 2025Q3: 72,574 shares 72,574 $37.6M 1.85% +4,657 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: 114,211 shares; 2024Q4: 135,327 shares; 2025Q1: 136,320 shares; 2025Q2: 134,190 shares; 2025Q3: 129,059 shares 129,059 $36.4M 1.79% -5,131 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: 38,096 shares; 2024Q4: 40,332 shares; 2025Q1: 45,361 shares; 2025Q2: 44,440 shares; 2025Q3: 51,376 shares 51,376 $34.2M 1.69% +6,936 Timeline ICSH 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: 645,367 shares 645,367 $32.8M 1.61% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,841 shares; 2024Q4: 185,960 shares; 2025Q1: 202,486 shares; 2025Q2: 210,987 shares; 2025Q3: 481,101 shares 481,101 $32.6M 1.61% +270,114 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,718 shares; 2024Q4: 100,822 shares; 2025Q1: 103,273 shares; 2025Q2: 109,908 shares; 2025Q3: 123,956 shares 123,956 $30.6M 1.51% +14,048 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: 109,998 shares; 2024Q4: 127,727 shares; 2025Q1: 130,124 shares; 2025Q2: 134,964 shares; 2025Q3: 153,396 shares 153,396 $28.6M 1.41% +18,432 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 1,414 shares; 2025Q1: 1,388 shares; 2025Q2: 825 shares; 2025Q3: 89,286 shares 89,286 $26.2M 1.29% +88,461 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,877 shares; 2024Q4: 178,980 shares; 2025Q1: 277,682 shares; 2025Q2: 344,345 shares; 2025Q3: 709,901 shares 709,901 $23.7M 1.17% +365,556 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,683 shares; 2024Q4: 1,080,263 shares; 2025Q1: 1,187,512 shares; 2025Q2: 1,173,654 shares; 2025Q3: 825,621 shares 825,621 $22.5M 1.11% -348,033 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: 81,951 shares; 2024Q4: 83,560 shares; 2025Q1: 84,377 shares; 2025Q2: 85,136 shares; 2025Q3: 90,674 shares 90,674 $19.9M 0.98% +5,538 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: 35,327 shares; 2024Q4: 37,993 shares; 2025Q1: 38,676 shares; 2025Q2: 38,019 shares; 2025Q3: 38,885 shares 38,885 $19.5M 0.96% +866 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: 169,784 shares; 2024Q4: 168,521 shares; 2025Q1: 164,617 shares; 2025Q2: 158,908 shares; 2025Q3: 153,006 shares 153,006 $18.5M 0.91% -5,902 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,471 shares; 2024Q4: 265,602 shares; 2025Q1: 279,903 shares; 2025Q2: 296,539 shares; 2025Q3: 306,787 shares 306,787 $16.6M 0.82% +10,248 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: 62,418 shares; 2024Q4: 63,495 shares; 2025Q1: 61,205 shares; 2025Q2: 61,761 shares; 2025Q3: 67,451 shares 67,451 $16.4M 0.81% +5,690 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: 44,400 shares; 2024Q4: 43,488 shares; 2025Q1: 48,358 shares; 2025Q2: 48,896 shares; 2025Q3: 48,875 shares 48,875 $16.1M 0.79% -21 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,042 shares; 2024Q4: 133,016 shares; 2025Q1: 137,046 shares; 2025Q2: 136,226 shares; 2025Q3: 129,875 shares 129,875 $15.4M 0.76% -6,351 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: 45,063 shares; 2024Q4: 45,689 shares; 2025Q1: 46,175 shares; 2025Q2: 46,809 shares; 2025Q3: 48,461 shares 48,461 $15.3M 0.75% +1,652 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,696 shares; 2024Q4: 114,715 shares; 2025Q1: 109,997 shares; 2025Q2: 105,821 shares; 2025Q3: 101,849 shares 101,849 $14.3M 0.7% -3,972 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,642 shares; 2024Q4: 93,004 shares; 2025Q1: 92,815 shares; 2025Q2: 99,197 shares; 2025Q3: 100,650 shares 100,650 $14.1M 0.69% +1,453 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,094 shares; 2024Q4: 277,931 shares; 2025Q1: 272,028 shares; 2025Q2: 286,655 shares; 2025Q3: 271,876 shares 271,876 $13.8M 0.68% -14,779 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: 200,545 shares; 2024Q4: 237,258 shares; 2025Q1: 249,070 shares; 2025Q2: 250,009 shares; 2025Q3: 245,108 shares 245,108 $13.2M 0.65% -4,901 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,223 shares; 2024Q4: 69,218 shares; 2025Q1: 70,372 shares; 2025Q2: 64,486 shares; 2025Q3: 54,402 shares 54,402 $13M 0.64% -10,084 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,600 shares; 2024Q4: 100,469 shares; 2025Q1: 94,696 shares; 2025Q2: 93,609 shares; 2025Q3: 83,599 shares 83,599 $11.6M 0.57% -10,010 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: 218,191 shares; 2024Q4: 255,867 shares; 2025Q1: 249,246 shares; 2025Q2: 241,789 shares; 2025Q3: 238,691 shares 238,691 $11M 0.54% -3,098 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: 36,879 shares; 2024Q4: 39,034 shares; 2025Q1: 40,591 shares; 2025Q2: 40,113 shares; 2025Q3: 44,426 shares 44,426 $10.8M 0.53% +4,313 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: 11,508 shares; 2024Q4: 11,820 shares; 2025Q1: 11,390 shares; 2025Q2: 11,321 shares; 2025Q3: 11,318 shares 11,318 $10.5M 0.52% -3 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: 8,246 shares; 2024Q4: 9,589 shares; 2025Q1: 10,196 shares; 2025Q2: 10,863 shares; 2025Q3: 13,891 shares 13,891 $10.2M 0.5% +3,028 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: 29,900 shares; 2024Q4: 30,930 shares; 2025Q1: 30,231 shares; 2025Q2: 29,587 shares; 2025Q3: 28,808 shares 28,808 $9.83M 0.48% -779 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,293 shares; 2024Q4: 111,545 shares; 2025Q1: 100,066 shares; 2025Q2: 99,553 shares; 2025Q3: 85,425 shares 85,425 $9.73M 0.48% -14,128 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: 23,313 shares; 2024Q4: 24,390 shares; 2025Q1: 24,123 shares; 2025Q2: 23,663 shares; 2025Q3: 23,738 shares 23,738 $9.62M 0.47% +75 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,425 shares; 2024Q4: 115,168 shares; 2025Q1: 122,971 shares; 2025Q2: 133,013 shares; 2025Q3: 139,068 shares 139,068 $9.47M 0.47% +6,055 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,768 shares; 2024Q4: 166,061 shares; 2025Q1: 155,996 shares; 2025Q2: 147,396 shares; 2025Q3: 149,944 shares 149,944 $8.98M 0.44% +2,548 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: 45,281 shares; 2024Q4: 50,813 shares; 2025Q1: 52,154 shares; 2025Q2: 52,112 shares; 2025Q3: 57,003 shares 57,003 $8.86M 0.44% +4,891 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,708 shares; 2024Q4: 109,085 shares; 2025Q1: 107,014 shares; 2025Q2: 104,316 shares; 2025Q3: 97,832 shares 97,832 $8.7M 0.43% -6,484 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: 32,350 shares; 2024Q4: 31,803 shares; 2025Q1: 54,227 shares; 2025Q2: 69,750 shares; 2025Q3: 97,015 shares 97,015 $8.47M 0.42% +27,265 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 231,611 shares 231,611 $8.37M 0.41% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,117 shares; 2024Q4: 49,230 shares; 2025Q1: 52,206 shares; 2025Q2: 53,884 shares; 2025Q3: 55,640 shares 55,640 $7.92M 0.39% +1,756 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: 12,918 shares; 2024Q4: 13,687 shares; 2025Q1: 13,605 shares; 2025Q2: 13,978 shares; 2025Q3: 16,399 shares 16,399 $7.68M 0.38% +2,421 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: 70,435 shares; 2024Q4: 64,583 shares; 2025Q1: 72,174 shares; 2025Q2: 71,094 shares; 2025Q3: 67,914 shares 67,914 $7.66M 0.38% -3,180 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: 8,345 shares; 2024Q4: 9,653 shares; 2025Q1: 9,556 shares; 2025Q2: 9,280 shares; 2025Q3: 9,881 shares 9,881 $7.54M 0.37% +601 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: 28,263 shares; 2024Q4: 28,115 shares; 2025Q1: 28,356 shares; 2025Q2: 27,189 shares; 2025Q3: 26,308 shares 26,308 $7.42M 0.37% -881 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: 38,533 shares; 2024Q4: 38,697 shares; 2025Q1: 33,376 shares; 2025Q2: 33,376 shares; 2025Q3: 33,084 shares 33,084 $7.14M 0.35% -292 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: 172,750 shares; 2024Q4: 195,746 shares; 2025Q1: 201,584 shares; 2025Q2: 209,534 shares; 2025Q3: 124,160 shares 124,160 $7.14M 0.35% -85,374 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,530 shares 157,530 $7.12M 0.35% new 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: 44,876 shares; 2024Q4: 45,785 shares; 2025Q1: 44,141 shares; 2025Q2: 43,586 shares; 2025Q3: 69,104 shares 69,104 $7.12M 0.35% +25,518 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: 29,583 shares; 2024Q4: 28,606 shares; 2025Q1: 27,488 shares; 2025Q2: 26,999 shares; 2025Q3: 25,454 shares 25,454 $7.11M 0.35% -1,545 Timeline DGS 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: 160,731 shares; 2024Q4: 143,871 shares; 2025Q1: 138,974 shares; 2025Q2: 129,306 shares; 2025Q3: 116,980 shares 116,980 $6.68M 0.33% -12,326 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,470 shares; 2024Q4: 146,231 shares; 2025Q1: 130,828 shares; 2025Q2: 111,763 shares; 2025Q3: 124,928 shares 124,928 $6.38M 0.31% +13,165 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,811 shares; 2024Q4: 584,949 shares; 2025Q1: 604,050 shares; 2025Q2: 653,612 shares; 2025Q3: 697,392 shares 697,392 $6.35M 0.31% +43,780 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,183 shares; 2024Q4: 43,368 shares; 2025Q1: 52,987 shares; 2025Q2: 59,661 shares; 2025Q3: 70,879 shares 70,879 $6.25M 0.31% +11,218 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: 26,427 shares; 2024Q4: 26,614 shares; 2025Q1: 26,407 shares; 2025Q2: 25,765 shares; 2025Q3: 26,565 shares 26,565 $6.15M 0.3% +800 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: 12,453 shares; 2024Q4: 13,910 shares; 2025Q1: 14,780 shares; 2025Q2: 15,745 shares; 2025Q3: 17,295 shares 17,295 $6.15M 0.3% +1,550 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: 28,403 shares; 2024Q4: 35,686 shares; 2025Q1: 39,265 shares; 2025Q2: 38,984 shares; 2025Q3: 39,149 shares 39,149 $6.04M 0.3% +165 Timeline DES 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: 234,331 shares; 2024Q4: 210,280 shares; 2025Q1: 204,379 shares; 2025Q2: 194,328 shares; 2025Q3: 179,167 shares 179,167 $6.03M 0.3% -15,161 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: 72,326 shares; 2024Q4: 73,361 shares; 2025Q1: 79,043 shares; 2025Q2: 88,417 shares; 2025Q3: 91,211 shares 91,211 $6.01M 0.3% +2,794 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: 20,858 shares; 2024Q4: 20,320 shares; 2025Q1: 19,792 shares; 2025Q2: 19,299 shares; 2025Q3: 19,640 shares 19,640 $5.97M 0.29% +341 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: 24,734 shares; 2024Q4: 23,427 shares; 2025Q1: 20,832 shares; 2025Q2: 27,877 shares; 2025Q3: 24,374 shares 24,374 $5.9M 0.29% -3,503 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,303 shares; 2024Q4: 65,185 shares; 2025Q1: 71,532 shares; 2025Q2: 80,230 shares; 2025Q3: 60,080 shares 60,080 $5.88M 0.29% -20,150 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,892 shares; 2024Q4: 46,113 shares; 2025Q1: 59,024 shares; 2025Q2: 89,984 shares; 2025Q3: 110,506 shares 110,506 $5.78M 0.28% +20,522 Timeline FDL 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: 87,019 shares; 2024Q4: 102,672 shares; 2025Q1: 112,325 shares; 2025Q2: 124,626 shares; 2025Q3: 132,619 shares 132,619 $5.76M 0.28% +7,993 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,434 shares; 2024Q4: 22,066 shares; 2025Q1: 20,660 shares; 2025Q2: 19,866 shares; 2025Q3: 19,526 shares 19,526 $5.74M 0.28% -340 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,429 shares 19,429 $5.72M 0.28% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,538 shares; 2024Q4: 42,071 shares; 2025Q1: 29,505 shares; 2025Q2: 24,456 shares; 2025Q3: 50,702 shares 50,702 $5.4M 0.27% +26,246 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: 41,317 shares; 2024Q4: 40,544 shares; 2025Q1: 39,434 shares; 2025Q2: 39,622 shares; 2025Q3: 80,524 shares 80,524 $5.34M 0.26% +40,902 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,318 shares; 2024Q4: 61,873 shares; 2025Q1: 66,882 shares; 2025Q2: 68,868 shares; 2025Q3: 66,622 shares 66,622 $5.26M 0.26% -2,246 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: 39,214 shares; 2024Q4: 39,907 shares; 2025Q1: 45,072 shares; 2025Q2: 42,959 shares; 2025Q3: 47,457 shares 47,457 $5.17M 0.25% +4,498 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,929 shares; 2024Q4: 27,610 shares; 2025Q1: 20,532 shares; 2025Q2: 19,801 shares; 2025Q3: 19,035 shares 19,035 $5.09M 0.25% -766 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,076 shares; 2024Q4: 78,378 shares; 2025Q1: 91,580 shares; 2025Q2: 94,674 shares; 2025Q3: 106,868 shares 106,868 $4.94M 0.24% +12,194 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: 32,057 shares; 2024Q4: 30,800 shares; 2025Q1: 30,527 shares; 2025Q2: 29,575 shares; 2025Q3: 29,579 shares 29,579 $4.92M 0.24% +4 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,959 shares; 2024Q4: 40,715 shares; 2025Q1: 40,859 shares; 2025Q2: 36,414 shares; 2025Q3: 40,374 shares 40,374 $4.87M 0.24% +3,960 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: 8,398 shares; 2024Q4: 8,722 shares; 2025Q1: 8,154 shares; 2025Q2: 8,771 shares; 2025Q3: 10,931 shares 10,931 $4.86M 0.24% +2,160 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,759 shares; 2025Q1: 4,704 shares; 2025Q2: 12,154 shares; 2025Q3: 49,972 shares 49,972 $4.82M 0.24% +37,818 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,843 shares; 2025Q3: 47,544 shares 47,544 $4.73M 0.23% -4,299 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,682 shares; 2024Q4: 117,457 shares; 2025Q1: 102,739 shares; 2025Q2: 101,463 shares; 2025Q3: 104,459 shares 104,459 $4.59M 0.23% +2,996 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,432 shares; 2024Q4: 48,579 shares; 2025Q1: 53,913 shares; 2025Q2: 63,676 shares; 2025Q3: 68,552 shares 68,552 $4.41M 0.22% +4,876 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: 58,183 shares; 2024Q4: 55,810 shares; 2025Q1: 54,007 shares; 2025Q2: 51,407 shares; 2025Q3: 64,421 shares 64,421 $4.41M 0.22% +13,014 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,432 shares; 2024Q4: 14,613 shares; 2025Q1: 14,022 shares; 2025Q2: 13,252 shares; 2025Q3: 12,535 shares 12,535 $4.34M 0.21% -717 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: 28,378 shares; 2024Q4: 34,765 shares; 2025Q1: 40,889 shares; 2025Q2: 43,369 shares; 2025Q3: 49,535 shares 49,535 $4.32M 0.21% +6,166 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,428 shares; 2024Q4: 65,289 shares; 2025Q1: 63,054 shares; 2025Q2: 60,411 shares; 2025Q3: 58,038 shares 58,038 $4.24M 0.21% -2,373 Timeline EPI 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: 47,433 shares; 2024Q4: 63,800 shares; 2025Q1: 87,714 shares; 2025Q2: 88,580 shares; 2025Q3: 93,493 shares 93,493 $4.13M 0.2% +4,913 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,383 shares; 2024Q4: 22,077 shares; 2025Q1: 20,695 shares; 2025Q2: 19,851 shares; 2025Q3: 19,903 shares 19,903 $4.09M 0.2% +52 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: 30,746 shares; 2024Q4: 29,055 shares; 2025Q1: 28,232 shares; 2025Q2: 26,864 shares; 2025Q3: 25,536 shares 25,536 $4.08M 0.2% -1,328 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: 72,238 shares; 2024Q4: 74,606 shares; 2025Q1: 60,646 shares; 2025Q2: 63,749 shares; 2025Q3: 77,201 shares 77,201 $3.98M 0.2% +13,452 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: 24,732 shares; 2024Q4: 25,292 shares; 2025Q1: 24,940 shares; 2025Q2: 24,062 shares; 2025Q3: 25,555 shares 25,555 $3.93M 0.19% +1,493 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,494 shares; 2024Q4: 11,100 shares; 2025Q1: 10,623 shares; 2025Q2: 10,158 shares; 2025Q3: 9,555 shares 9,555 $3.86M 0.19% -603 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: 6,595 shares; 2024Q4: 6,450 shares; 2025Q1: 6,264 shares; 2025Q2: 6,423 shares; 2025Q3: 6,633 shares 6,633 $3.77M 0.19% +210 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,592 shares; 2024Q4: 8,592 shares; 2025Q1: 8,524 shares; 2025Q2: 7,898 shares; 2025Q3: 20,104 shares 20,104 $3.75M 0.18% +12,206 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: 100,427 shares; 2024Q4: 160,016 shares; 2025Q1: 189,624 shares; 2025Q2: 193,676 shares; 2025Q3: 201,355 shares 201,355 $3.67M 0.18% +7,679 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: 20,792 shares; 2024Q4: 21,303 shares; 2025Q1: 21,338 shares; 2025Q2: 21,784 shares; 2025Q3: 22,454 shares 22,454 $3.64M 0.18% +670 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: 14,321 shares; 2024Q4: 13,407 shares; 2025Q1: 13,034 shares; 2025Q2: 12,664 shares; 2025Q3: 12,309 shares 12,309 $3.61M 0.18% -355 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: 14,885 shares; 2024Q4: 14,453 shares; 2025Q1: 13,896 shares; 2025Q2: 19,971 shares; 2025Q3: 19,345 shares 19,345 $3.55M 0.18% -626 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: 12,313 shares; 2024Q4: 12,158 shares; 2025Q1: 15,989 shares; 2025Q2: 15,094 shares; 2025Q3: 54,121 shares 54,121 $3.53M 0.17% +39,027 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 13,053 shares; 2025Q1: 11,814 shares; 2025Q2: 11,244 shares; 2025Q3: 11,389 shares 11,389 $3.53M 0.17% +145 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: 53,349 shares; 2024Q4: 48,968 shares; 2025Q1: 47,141 shares; 2025Q2: 43,921 shares; 2025Q3: 42,019 shares 42,019 $3.53M 0.17% -1,902 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,007 shares; 2025Q3: 46,886 shares 46,886 $3.49M 0.17% +34,879 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: 16,371 shares; 2024Q4: 15,470 shares; 2025Q1: 14,109 shares; 2025Q2: 14,797 shares; 2025Q3: 17,871 shares 17,871 $3.31M 0.16% +3,074 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,231 shares; 2025Q1: 8,746 shares; 2025Q2: 8,496 shares; 2025Q3: 7,630 shares 7,630 $3.25M 0.16% -866 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: 17,586 shares; 2024Q4: 19,030 shares; 2025Q1: 18,850 shares; 2025Q2: 18,748 shares; 2025Q3: 16,134 shares 16,134 $3.25M 0.16% -2,614 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: 34,863 shares; 2024Q4: 33,163 shares; 2025Q1: 31,721 shares; 2025Q2: 30,412 shares; 2025Q3: 28,248 shares 28,248 $3.24M 0.16% -2,164 Timeline SHYG 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: 82,670 shares; 2024Q4: 82,319 shares; 2025Q1: 76,854 shares; 2025Q2: 78,625 shares; 2025Q3: 74,559 shares 74,559 $3.23M 0.16% -4,066 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: 12,874 shares; 2024Q4: 14,328 shares; 2025Q1: 14,138 shares; 2025Q2: 14,274 shares; 2025Q3: 14,537 shares 14,537 $3.21M 0.16% +263 Timeline DAUG 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: 133,570 shares; 2024Q4: 122,356 shares; 2025Q1: 117,414 shares; 2025Q2: 116,079 shares; 2025Q3: 73,508 shares 73,508 $3.21M 0.16% -42,571 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: 28,564 shares; 2024Q4: 26,797 shares; 2025Q1: 25,297 shares; 2025Q2: 29,404 shares; 2025Q3: 28,845 shares 28,845 $3.2M 0.16% -559 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: 83,287 shares; 2024Q4: 78,468 shares; 2025Q1: 71,119 shares; 2025Q2: 68,544 shares; 2025Q3: 66,995 shares 66,995 $3.2M 0.16% -1,549 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: 17,968 shares; 2024Q4: 20,102 shares; 2025Q1: 19,338 shares; 2025Q2: 18,429 shares; 2025Q3: 18,261 shares 18,261 $3.11M 0.15% -168 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $3.02M 0.15% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,318 shares; 2024Q4: 8,378 shares; 2025Q1: 8,387 shares; 2025Q2: 8,481 shares; 2025Q3: 9,067 shares 9,067 $3.01M 0.15% +586 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: 12,489 shares; 2024Q4: 12,535 shares; 2025Q1: 11,825 shares; 2025Q2: 10,609 shares; 2025Q3: 8,642 shares 8,642 $2.98M 0.15% -1,967 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: 26,730 shares; 2024Q4: 25,392 shares; 2025Q1: 24,620 shares; 2025Q2: 13,208 shares; 2025Q3: 12,810 shares 12,810 $2.94M 0.14% -398 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,193 shares; 2024Q4: 73,276 shares; 2025Q1: 75,713 shares; 2025Q2: 76,490 shares; 2025Q3: 76,334 shares 76,334 $2.92M 0.14% -156 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,918 shares; 2024Q4: 36,156 shares; 2025Q1: 32,512 shares; 2025Q2: 31,532 shares; 2025Q3: 37,225 shares 37,225 $2.92M 0.14% +5,693 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: 20,676 shares; 2024Q4: 22,063 shares; 2025Q1: 18,893 shares; 2025Q2: 18,750 shares; 2025Q3: 19,787 shares 19,787 $2.86M 0.14% +1,037 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: 6,387 shares; 2024Q4: 7,285 shares; 2025Q1: 6,778 shares; 2025Q2: 8,434 shares; 2025Q3: 9,824 shares 9,824 $2.76M 0.14% +1,390 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: 36,296 shares; 2024Q4: 40,173 shares; 2025Q1: 36,458 shares; 2025Q2: 34,385 shares; 2025Q3: 31,046 shares 31,046 $2.75M 0.14% -3,339 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: 86,841 shares; 2024Q4: 84,639 shares; 2025Q1: 85,289 shares; 2025Q2: 83,111 shares; 2025Q3: 95,981 shares 95,981 $2.71M 0.13% +12,870 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 2,021 shares; 2025Q1: 1,930 shares; 2025Q2: 1,997 shares; 2025Q3: 2,254 shares 2,254 $2.7M 0.13% +257 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: 17,375 shares; 2024Q4: 17,775 shares; 2025Q1: 16,685 shares; 2025Q2: 15,041 shares; 2025Q3: 13,860 shares 13,860 $2.67M 0.13% -1,181 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,623 shares; 2024Q4: 46,664 shares; 2025Q1: 46,700 shares; 2025Q2: 44,190 shares; 2025Q3: 39,956 shares 39,956 $2.66M 0.13% -4,234 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,769 shares; 2024Q4: 40,089 shares; 2025Q1: 38,832 shares; 2025Q2: 37,984 shares; 2025Q3: 35,258 shares 35,258 $2.65M 0.13% -2,726 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,038 shares; 2024Q4: 17,710 shares; 2025Q1: 16,253 shares; 2025Q2: 14,797 shares; 2025Q3: 15,084 shares 15,084 $2.63M 0.13% +287 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,179 shares; 2024Q4: 15,637 shares; 2025Q1: 12,754 shares; 2025Q2: 9,419 shares; 2025Q3: 9,427 shares 9,427 $2.56M 0.13% +8 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,086 shares; 2024Q4: 30,602 shares; 2025Q1: 30,589 shares; 2025Q2: 28,870 shares; 2025Q3: 26,985 shares 26,985 $2.54M 0.13% -1,885 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: 29,362 shares; 2024Q4: 33,871 shares; 2025Q1: 34,276 shares; 2025Q2: 34,174 shares; 2025Q3: 34,176 shares 34,176 $2.51M 0.12% +2 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: 39,081 shares; 2024Q4: 39,107 shares; 2025Q1: 39,126 shares; 2025Q2: 36,121 shares; 2025Q3: 35,758 shares 35,758 $2.4M 0.12% -363 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: 1,030 shares; 2024Q4: 1,710 shares; 2025Q1: 1,833 shares; 2025Q2: 1,839 shares; 2025Q3: 3,893 shares 3,893 $2.38M 0.12% +2,054 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: 40,143 shares; 2024Q4: 39,837 shares; 2025Q1: 39,887 shares; 2025Q2: 36,431 shares; 2025Q3: 35,985 shares 35,985 $2.38M 0.12% -446 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 9,401 shares; 2025Q1: 8,992 shares; 2025Q2: 8,717 shares; 2025Q3: 8,653 shares 8,653 $2.36M 0.12% -64 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,494 shares; 2024Q4: 58,470 shares; 2025Q1: 57,027 shares; 2025Q2: 56,580 shares; 2025Q3: 44,388 shares 44,388 $2.36M 0.12% -12,192 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,449 shares; 2025Q2: 9,449 shares; 2025Q3: 36,177 shares 36,177 $2.35M 0.12% +26,728 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: 3,039 shares; 2024Q4: 3,200 shares; 2025Q1: 3,338 shares; 2025Q2: 3,368 shares; 2025Q3: 3,050 shares 3,050 $2.31M 0.11% -318 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: 51,406 shares; 2024Q4: 48,308 shares; 2025Q1: 45,794 shares; 2025Q2: 44,518 shares; 2025Q3: 38,713 shares 38,713 $2.29M 0.11% -5,805 SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,765 shares; 2024Q4: 185,647 shares; 2025Q1: 175,920 shares; 2025Q2: 167,231 shares; 2025Q3: 131,390 shares 131,390 $2.29M 0.11% -35,841 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: 6,278 shares; 2024Q4: 5,882 shares; 2025Q1: 4,592 shares; 2025Q2: 10,605 shares; 2025Q3: 9,203 shares 9,203 $2.27M 0.11% -1,402 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: 2,795 shares; 2024Q4: 2,535 shares; 2025Q1: 2,573 shares; 2025Q2: 2,461 shares; 2025Q3: 4,685 shares 4,685 $2.25M 0.11% +2,224 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,467 shares; 2024Q4: 13,566 shares; 2025Q1: 13,471 shares; 2025Q2: 13,857 shares; 2025Q3: 15,998 shares 15,998 $2.25M 0.11% +2,141 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: 7,456 shares; 2024Q4: 7,788 shares; 2025Q1: 7,379 shares; 2025Q2: 4,428 shares; 2025Q3: 4,681 shares 4,681 $2.22M 0.11% +253 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: 9,253 shares; 2024Q4: 9,183 shares; 2025Q1: 8,963 shares; 2025Q2: 9,002 shares; 2025Q3: 9,258 shares 9,258 $2.22M 0.11% +256 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,083 shares; 2024Q4: 30,369 shares; 2025Q1: 28,901 shares; 2025Q2: 38,855 shares; 2025Q3: 33,053 shares 33,053 $2.21M 0.11% -5,802 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,464 shares; 2024Q4: 154,537 shares; 2025Q1: 146,716 shares; 2025Q2: 137,237 shares; 2025Q3: 78,719 shares 78,719 $2.2M 0.11% -58,518 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,594 shares; 2024Q4: 28,506 shares; 2025Q1: 27,218 shares; 2025Q2: 27,013 shares; 2025Q3: 27,013 shares 27,013 $2.19M 0.11% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,768 shares; 2024Q4: 20,241 shares; 2025Q1: 19,193 shares; 2025Q2: 18,982 shares; 2025Q3: 15,223 shares 15,223 $2.12M 0.1% -3,759 Timeline DON 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: 46,441 shares; 2024Q4: 45,524 shares; 2025Q1: 44,529 shares; 2025Q2: 43,391 shares; 2025Q3: 40,504 shares 40,504 $2.12M 0.1% -2,887 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: 2,612 shares; 2024Q4: 4,969 shares; 2025Q1: 4,630 shares; 2025Q2: 4,606 shares; 2025Q3: 6,427 shares 6,427 $2.11M 0.1% +1,821 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: 5,238 shares; 2024Q4: 5,783 shares; 2025Q1: 5,383 shares; 2025Q2: 5,303 shares; 2025Q3: 4,329 shares 4,329 $2.11M 0.1% -974 Timeline RFG 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: 46,561 shares; 2024Q4: 45,786 shares; 2025Q1: 45,708 shares; 2025Q2: 43,575 shares; 2025Q3: 41,280 shares 41,280 $2.1M 0.1% -2,295 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: 11,383 shares; 2024Q4: 12,067 shares; 2025Q1: 11,644 shares; 2025Q2: 10,692 shares; 2025Q3: 13,526 shares 13,526 $2.1M 0.1% +2,834 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 4,517 shares; 2025Q1: 4,413 shares; 2025Q2: 4,240 shares; 2025Q3: 4,256 shares 4,256 $2.1M 0.1% +16 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 18,058 shares; 2025Q1: 3,362 shares; 2025Q2: 5,204 shares; 2025Q3: 10,214 shares 10,214 $2.08M 0.1% +5,010 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: 25,722 shares; 2024Q4: 26,197 shares; 2025Q1: 32,487 shares; 2025Q2: 32,013 shares; 2025Q3: 32,683 shares 32,683 $2.07M 0.1% +670 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,093 shares; 2024Q4: 88,234 shares; 2025Q1: 78,694 shares; 2025Q2: 75,292 shares; 2025Q3: 70,888 shares 70,888 $2.04M 0.1% -4,404 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: 19,444 shares; 2024Q4: 18,258 shares; 2025Q1: 16,945 shares; 2025Q2: 17,165 shares; 2025Q3: 16,288 shares 16,288 $2.03M 0.1% -877 Timeline FTCS 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: 20,074 shares; 2024Q4: 21,914 shares; 2025Q1: 20,645 shares; 2025Q2: 21,387 shares; 2025Q3: 21,216 shares 21,216 $1.99M 0.1% -171 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,233 shares; 2025Q1: 3,417 shares; 2025Q2: 5,204 shares; 2025Q3: 8,471 shares 8,471 $1.98M 0.1% +3,267 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: 5,804 shares; 2024Q4: 5,991 shares; 2025Q1: 4,116 shares; 2025Q2: 3,586 shares; 2025Q3: 4,066 shares 4,066 $1.97M 0.1% +480 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,956 shares 24,956 $1.96M 0.1% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,001 shares; 2024Q4: 6,036 shares; 2025Q1: 5,103 shares; 2025Q2: 4,826 shares; 2025Q3: 4,581 shares 4,581 $1.93M 0.1% -245 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: 17,387 shares; 2024Q4: 17,757 shares; 2025Q1: 17,940 shares; 2025Q2: 18,263 shares; 2025Q3: 18,914 shares 18,914 $1.92M 0.09% +651 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: 24,148 shares; 2024Q4: 27,473 shares; 2025Q1: 26,893 shares; 2025Q2: 26,539 shares; 2025Q3: 28,351 shares 28,351 $1.91M 0.09% +1,812 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: 11,393 shares; 2024Q4: 12,576 shares; 2025Q1: 12,033 shares; 2025Q2: 11,293 shares; 2025Q3: 11,106 shares 11,106 $1.9M 0.09% -187 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,815 shares; 2024Q4: 21,181 shares; 2025Q1: 17,633 shares; 2025Q2: 24,953 shares; 2025Q3: 24,766 shares 24,766 $1.89M 0.09% -187 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: 15,380 shares; 2024Q4: 16,421 shares; 2025Q1: 15,730 shares; 2025Q2: 15,132 shares; 2025Q3: 15,245 shares 15,245 $1.89M 0.09% +113 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: 17,327 shares; 2024Q4: 17,414 shares; 2025Q1: 16,917 shares; 2025Q2: 16,554 shares; 2025Q3: 16,729 shares 16,729 $1.88M 0.09% +175 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: 24,181 shares; 2024Q4: 22,751 shares; 2025Q1: 22,016 shares; 2025Q2: 21,984 shares; 2025Q3: 22,801 shares 22,801 $1.88M 0.09% +817 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: 39,032 shares; 2024Q4: 36,363 shares; 2025Q1: 33,498 shares; 2025Q2: 32,182 shares; 2025Q3: 30,502 shares 30,502 $1.85M 0.09% -1,680 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,650 shares 12,650 $1.84M 0.09% new 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: 11,704 shares; 2024Q4: 12,447 shares; 2025Q1: 12,906 shares; 2025Q2: 13,242 shares; 2025Q3: 13,746 shares 13,746 $1.84M 0.09% +504 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: 23,478 shares; 2024Q4: 19,743 shares; 2025Q1: 20,000 shares; 2025Q2: 19,482 shares; 2025Q3: 19,319 shares 19,319 $1.84M 0.09% -163 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,335 shares; 2025Q1: 3,103 shares; 2025Q2: 3,223 shares; 2025Q3: 3,800 shares 3,800 $1.81M 0.09% +577 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,939 shares; 2025Q1: 2,050 shares; 2025Q2: 4,014 shares; 2025Q3: 4,033 shares 4,033 $1.8M 0.09% +19 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,146 shares; 2024Q4: 12,178 shares; 2025Q1: 11,878 shares; 2025Q2: 11,488 shares; 2025Q3: 11,304 shares 11,304 $1.79M 0.09% -184 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: 964 shares; 2024Q4: 1,023 shares; 2025Q1: 1,412 shares; 2025Q2: 1,686 shares; 2025Q3: 2,236 shares 2,236 $1.78M 0.09% +550 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 5,032 shares; 2025Q1: 5,032 shares; 2025Q2: 5,032 shares; 2025Q3: 5,784 shares 5,784 $1.78M 0.09% +752 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: 9,651 shares; 2025Q1: 11,702 shares; 2025Q2: 11,487 shares; 2025Q3: 12,104 shares 12,104 $1.76M 0.09% +617 Timeline PWV 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: 26,498 shares; 2024Q4: 26,498 shares; 2025Q1: 26,498 shares; 2025Q2: 26,498 shares; 2025Q3: 26,498 shares 26,498 $1.73M 0.09% 0 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: 44,462 shares; 2024Q4: 42,536 shares; 2025Q1: 39,337 shares; 2025Q2: 37,558 shares; 2025Q3: 37,558 shares 37,558 $1.72M 0.08% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,771 shares; 2024Q4: 25,589 shares; 2025Q1: 24,536 shares; 2025Q2: 24,342 shares; 2025Q3: 24,047 shares 24,047 $1.72M 0.08% -295 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: 39,111 shares; 2024Q4: 39,734 shares; 2025Q1: 38,638 shares; 2025Q2: 37,474 shares; 2025Q3: 37,497 shares 37,497 $1.67M 0.08% +23 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: 18,763 shares; 2025Q1: 18,532 shares; 2025Q2: 18,019 shares; 2025Q3: 17,667 shares 17,667 $1.65M 0.08% -352 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: 6,918 shares; 2024Q4: 9,123 shares; 2025Q1: 10,103 shares; 2025Q2: 14,583 shares; 2025Q3: 21,608 shares 21,608 $1.64M 0.08% +7,025 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,843 shares; 2025Q2: 12,424 shares; 2025Q3: 20,215 shares 20,215 $1.62M 0.08% +7,791 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: 7,525 shares; 2024Q4: 7,341 shares; 2025Q1: 7,668 shares; 2025Q2: 7,786 shares; 2025Q3: 9,601 shares 9,601 $1.61M 0.08% +1,815 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,155 shares; 2025Q1: 3,147 shares; 2025Q2: 3,021 shares; 2025Q3: 3,196 shares 3,196 $1.6M 0.08% +175 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: 75,533 shares; 2024Q4: 58,574 shares; 2025Q1: 51,883 shares; 2025Q2: 53,776 shares; 2025Q3: 62,297 shares 62,297 $1.59M 0.08% +8,521 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: not reported; 2025Q3: 15,038 shares 15,038 $1.57M 0.08% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,670 shares; 2024Q4: 14,769 shares; 2025Q1: 14,736 shares; 2025Q2: 14,597 shares; 2025Q3: 14,243 shares 14,243 $1.56M 0.08% -354 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: 32,948 shares; 2024Q4: 32,835 shares; 2025Q1: 31,809 shares; 2025Q2: 31,907 shares; 2025Q3: 31,788 shares 31,788 $1.54M 0.08% -119 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: 23,055 shares; 2024Q4: 22,061 shares; 2025Q1: 24,872 shares; 2025Q2: 27,827 shares; 2025Q3: 42,164 shares 42,164 $1.5M 0.07% +14,337 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: 5,320 shares; 2024Q4: 5,627 shares; 2025Q1: 5,475 shares; 2025Q2: 6,802 shares; 2025Q3: 7,021 shares 7,021 $1.49M 0.07% +219 Timeline DDEC 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: 32,341 shares; 2024Q4: 37,514 shares; 2025Q1: 35,580 shares; 2025Q2: 34,380 shares; 2025Q3: 34,030 shares 34,030 $1.49M 0.07% -350 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,993 shares; 2024Q4: 30,358 shares; 2025Q1: 28,404 shares; 2025Q2: 27,379 shares; 2025Q3: 28,012 shares 28,012 $1.49M 0.07% +633 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: 15,284 shares; 2024Q4: 15,093 shares; 2025Q1: 14,753 shares; 2025Q2: 15,335 shares; 2025Q3: 15,637 shares 15,637 $1.49M 0.07% +302 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,037 shares; 2024Q4: 13,277 shares; 2025Q1: 12,263 shares; 2025Q2: 12,000 shares; 2025Q3: 10,602 shares 10,602 $1.48M 0.07% -1,398 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: 43,354 shares; 2024Q4: 48,292 shares; 2025Q1: 47,261 shares; 2025Q2: 47,418 shares; 2025Q3: 39,669 shares 39,669 $1.37M 0.07% -7,749 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,722 shares; 2024Q4: 29,543 shares; 2025Q1: 27,802 shares; 2025Q2: 27,680 shares; 2025Q3: 27,300 shares 27,300 $1.36M 0.07% -380 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,634 shares; 2025Q1: 1,625 shares; 2025Q2: 1,730 shares; 2025Q3: 6,544 shares 6,544 $1.35M 0.07% +4,814 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,366 shares; 2024Q4: 19,872 shares; 2025Q1: 24,778 shares; 2025Q2: 28,849 shares; 2025Q3: 28,197 shares 28,197 $1.34M 0.07% -652 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 8,107 shares; 2025Q3: 8,107 shares 8,107 $1.33M 0.07% 0 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: 1,978 shares; 2024Q4: 4,247 shares; 2025Q1: 4,523 shares; 2025Q2: 4,559 shares; 2025Q3: 6,507 shares 6,507 $1.32M 0.07% +1,948 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,887 shares; 2024Q4: 37,897 shares; 2025Q1: 35,533 shares; 2025Q2: 34,674 shares; 2025Q3: 27,818 shares 27,818 $1.31M 0.06% -6,856 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,216 shares; 2024Q4: 16,554 shares; 2025Q1: 15,649 shares; 2025Q2: 15,440 shares; 2025Q3: 15,610 shares 15,610 $1.3M 0.06% +170 Timeline OVBC OHIO VY BANC CORP More: the full row for OHIO VY BANC 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: 40,373 shares; 2025Q3: 34,749 shares 34,749 $1.29M 0.06% -5,624 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,997 shares 41,997 $1.27M 0.06% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,545 shares; 2025Q1: 4,435 shares; 2025Q2: 4,078 shares; 2025Q3: 3,040 shares 3,040 $1.26M 0.06% -1,038 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: 8,132 shares; 2024Q4: 8,915 shares; 2025Q1: 8,892 shares; 2025Q2: 8,804 shares; 2025Q3: 8,780 shares 8,780 $1.25M 0.06% -24 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: 14,184 shares; 2024Q4: 16,461 shares; 2025Q1: 16,098 shares; 2025Q2: 15,719 shares; 2025Q3: 15,887 shares 15,887 $1.24M 0.06% +168 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 10,550 shares; 2025Q1: 10,539 shares; 2025Q2: 10,637 shares; 2025Q3: 10,504 shares 10,504 $1.23M 0.06% -133 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS 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: 2,926 shares; 2025Q1: 2,926 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares 2,926 $1.23M 0.06% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,877 shares; 2025Q2: 33,825 shares; 2025Q3: 25,780 shares 25,780 $1.21M 0.06% -8,045 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,571 shares; 2025Q1: 3,498 shares; 2025Q2: 3,637 shares; 2025Q3: 3,659 shares 3,659 $1.2M 0.06% +22 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: 11,216 shares; 2024Q4: 12,394 shares; 2025Q1: 12,805 shares; 2025Q2: 13,110 shares; 2025Q3: 12,681 shares 12,681 $1.2M 0.06% -429 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: 3,580 shares; 2024Q4: 2,919 shares; 2025Q1: 3,004 shares; 2025Q2: 2,950 shares; 2025Q3: 3,048 shares 3,048 $1.19M 0.06% +98 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,099 shares 22,099 $1.18M 0.06% new 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: 988 shares; 2024Q4: 1,045 shares; 2025Q1: 1,173 shares; 2025Q2: 1,800 shares; 2025Q3: 4,162 shares 4,162 $1.17M 0.06% +2,362 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 544 shares; 2025Q1: 571 shares; 2025Q2: 11,395 shares; 2025Q3: 10,893 shares 10,893 $1.17M 0.06% -502 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 7,720 shares; 2025Q1: 8,148 shares; 2025Q2: 9,479 shares; 2025Q3: 9,514 shares 9,514 $1.17M 0.06% +35 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: 15,517 shares; 2024Q4: 15,607 shares; 2025Q1: 15,055 shares; 2025Q2: 16,457 shares; 2025Q3: 15,388 shares 15,388 $1.16M 0.06% -1,069 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,880 shares; 2024Q4: 23,818 shares; 2025Q1: 23,007 shares; 2025Q2: 20,651 shares; 2025Q3: 20,601 shares 20,601 $1.15M 0.06% -50 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: 636 shares; 2025Q1: 799 shares; 2025Q2: 780 shares; 2025Q3: 988 shares 988 $1.15M 0.06% +208 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: 10,653 shares; 2024Q4: 10,780 shares; 2025Q1: 11,019 shares; 2025Q2: 24,675 shares; 2025Q3: 25,573 shares 25,573 $1.15M 0.06% +898 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: 617 shares; 2024Q4: 807 shares; 2025Q1: 946 shares; 2025Q2: 999 shares; 2025Q3: 1,063 shares 1,063 $1.15M 0.06% +64 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 13,401 shares; 2025Q1: 14,797 shares; 2025Q2: 15,072 shares; 2025Q3: 16,935 shares 16,935 $1.14M 0.06% +1,863 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 5,069 shares; 2025Q1: 3,945 shares; 2025Q2: 3,945 shares; 2025Q3: 3,821 shares 3,821 $1.14M 0.06% -124 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: 6,399 shares; 2024Q4: 6,745 shares; 2025Q1: 3,993 shares; 2025Q2: 6,874 shares; 2025Q3: 6,858 shares 6,858 $1.11M 0.05% -16 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares 2,747 $1.11M 0.05% new Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,100 shares; 2024Q4: 116,097 shares; 2025Q1: 88,501 shares; 2025Q2: 70,214 shares; 2025Q3: 21,887 shares 21,887 $1.1M 0.05% -48,327 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,629 shares; 2024Q4: 6,390 shares; 2025Q1: 4,294 shares; 2025Q2: 3,459 shares; 2025Q3: 3,091 shares 3,091 $1.09M 0.05% -368 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: 13,002 shares; 2024Q4: 13,777 shares; 2025Q1: 13,863 shares; 2025Q2: 13,867 shares; 2025Q3: 11,128 shares 11,128 $1.09M 0.05% -2,739 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: 4,980 shares; 2024Q4: 5,304 shares; 2025Q1: 5,434 shares; 2025Q2: 4,287 shares; 2025Q3: 4,550 shares 4,550 $1.08M 0.05% +263 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: 2,157 shares; 2024Q4: 2,356 shares; 2025Q1: 2,545 shares; 2025Q2: 2,524 shares; 2025Q3: 2,808 shares 2,808 $1.05M 0.05% +284 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 1,056 shares; 2025Q1: 1,085 shares; 2025Q2: 1,042 shares; 2025Q3: 1,134 shares 1,134 $1.04M 0.05% +92 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: 2,268 shares; 2024Q4: 2,344 shares; 2025Q1: 2,407 shares; 2025Q2: 2,553 shares; 2025Q3: 3,459 shares 3,459 $1.04M 0.05% +906 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: 20,812 shares; 2024Q4: 19,898 shares; 2025Q1: 19,044 shares; 2025Q2: 18,026 shares; 2025Q3: 17,328 shares 17,328 $1.04M 0.05% -698 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: 8,377 shares; 2025Q2: 10,019 shares; 2025Q3: 10,559 shares 10,559 $1.03M 0.05% +540 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,928 shares; 2024Q4: 54,124 shares; 2025Q1: 61,998 shares; 2025Q2: 43,170 shares; 2025Q3: 85,797 shares 85,797 $1.03M 0.05% +42,627 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,954 shares; 2024Q4: 23,854 shares; 2025Q1: 23,574 shares; 2025Q2: 23,319 shares; 2025Q3: 23,565 shares 23,565 $1.02M 0.05% +246 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 6,372 shares; 2025Q1: 9,832 shares; 2025Q2: 10,329 shares; 2025Q3: 12,053 shares 12,053 $1.01M 0.05% +1,724 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,946 shares; 2024Q4: 24,670 shares; 2025Q1: 23,482 shares; 2025Q2: 22,908 shares; 2025Q3: 23,386 shares 23,386 $1.01M 0.05% +478 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,481 shares; 2024Q4: 23,462 shares; 2025Q1: 22,228 shares; 2025Q2: 21,275 shares; 2025Q3: 21,711 shares 21,711 $995K 0.05% +436 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,715 shares; 2024Q4: 23,784 shares; 2025Q1: 21,175 shares; 2025Q2: 14,785 shares; 2025Q3: 10,975 shares 10,975 $981K 0.05% -3,810 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: 3,350 shares; 2024Q4: 3,419 shares; 2025Q1: 3,605 shares; 2025Q2: 3,453 shares; 2025Q3: 3,886 shares 3,886 $977K 0.05% +433 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 7,065 shares; 2025Q1: 6,935 shares; 2025Q2: 6,699 shares; 2025Q3: 6,881 shares 6,881 $973K 0.05% +182 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,021 shares; 2024Q4: 19,654 shares; 2025Q1: 18,996 shares; 2025Q2: 6,407 shares; 2025Q3: 8,388 shares 8,388 $960K 0.05% +1,981 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,075 shares; 2025Q1: 2,636 shares; 2025Q2: 2,506 shares; 2025Q3: 2,609 shares 2,609 $954K 0.05% +103 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,820 shares; 2025Q1: 5,921 shares; 2025Q2: 6,011 shares; 2025Q3: 6,378 shares 6,378 $948K 0.05% +367 Timeline FJUL 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: 29,529 shares; 2024Q4: 29,568 shares; 2025Q1: 27,088 shares; 2025Q2: 25,488 shares; 2025Q3: 17,265 shares 17,265 $945K 0.05% -8,223 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,841 shares; 2024Q4: 32,541 shares; 2025Q1: 32,071 shares; 2025Q2: 35,089 shares; 2025Q3: 35,749 shares 35,749 $943K 0.05% +660 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,545 shares; 2025Q1: 1,903 shares; 2025Q2: 1,955 shares; 2025Q3: 2,049 shares 2,049 $937K 0.05% +94 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 12,998 shares; 2025Q1: 11,328 shares; 2025Q2: 11,319 shares; 2025Q3: 8,991 shares 8,991 $929K 0.05% -2,328 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: 4,807 shares; 2025Q1: 3,981 shares; 2025Q2: 4,367 shares; 2025Q3: 5,077 shares 5,077 $926K 0.05% +710 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,414 shares; 2024Q4: 7,146 shares; 2025Q1: 7,156 shares; 2025Q2: 7,170 shares; 2025Q3: 7,270 shares 7,270 $922K 0.05% +100 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 13,861 shares 13,861 $919K 0.05% +7,841 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: 940 shares; 2024Q4: 8,488 shares; 2025Q1: 10,607 shares; 2025Q2: 3,093 shares; 2025Q3: 3,575 shares 3,575 $909K 0.04% +482 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,233 shares; 2024Q4: 16,255 shares; 2025Q1: 15,421 shares; 2025Q2: 14,986 shares; 2025Q3: 15,001 shares 15,001 $907K 0.04% +15 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,259 shares; 2024Q4: 26,541 shares; 2025Q1: 16,107 shares; 2025Q2: 11,249 shares; 2025Q3: 10,124 shares 10,124 $901K 0.04% -1,125 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: 8,000 shares; 2024Q4: 8,380 shares; 2025Q1: 8,073 shares; 2025Q2: 7,679 shares; 2025Q3: 7,928 shares 7,928 $889K 0.04% +249 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,779 shares; 2024Q4: 18,119 shares; 2025Q1: 19,868 shares; 2025Q2: 20,161 shares; 2025Q3: 20,900 shares 20,900 $886K 0.04% +739 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,758 shares; 2024Q4: 23,857 shares; 2025Q1: 22,139 shares; 2025Q2: 21,432 shares; 2025Q3: 18,921 shares 18,921 $878K 0.04% -2,511 Timeline PGX 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: 77,696 shares; 2024Q4: 86,420 shares; 2025Q1: 85,974 shares; 2025Q2: 82,640 shares; 2025Q3: 75,645 shares 75,645 $877K 0.04% -6,995 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,220 shares 9,220 $877K 0.04% new 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: 3,669 shares; 2024Q4: 3,782 shares; 2025Q1: 3,824 shares; 2025Q2: 3,828 shares; 2025Q3: 3,547 shares 3,547 $876K 0.04% -281 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,355 shares 6,355 $876K 0.04% new 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: 2,629 shares; 2024Q4: 2,574 shares; 2025Q1: 2,346 shares; 2025Q2: 2,446 shares; 2025Q3: 2,522 shares 2,522 $860K 0.04% +76 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 10,305 shares; 2025Q1: 10,243 shares; 2025Q2: 10,251 shares; 2025Q3: 10,473 shares 10,473 $845K 0.04% +222 Timeline HYGW 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: 27,254 shares 27,254 $828K 0.04% new 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: 9,030 shares; 2024Q4: 9,700 shares; 2025Q1: 10,272 shares; 2025Q2: 9,997 shares; 2025Q3: 9,842 shares 9,842 $825K 0.04% -155 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: 5,957 shares; 2024Q4: 5,725 shares; 2025Q1: 6,043 shares; 2025Q2: 5,764 shares; 2025Q3: 13,122 shares 13,122 $820K 0.04% +7,358 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: 15,365 shares; 2024Q4: 15,505 shares; 2025Q1: 14,243 shares; 2025Q2: 12,553 shares; 2025Q3: 13,186 shares 13,186 $807K 0.04% +633 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 6,524 shares; 2025Q1: 6,613 shares; 2025Q2: 6,597 shares; 2025Q3: 6,622 shares 6,622 $804K 0.04% +25 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,303 shares; 2025Q1: 14,847 shares; 2025Q2: 14,769 shares; 2025Q3: 10,875 shares 10,875 $799K 0.04% -3,894 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,459 shares; 2025Q1: 3,475 shares; 2025Q2: 3,355 shares; 2025Q3: 3,378 shares 3,378 $797K 0.04% +23 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 12,363 shares; 2025Q1: 11,926 shares; 2025Q2: 11,011 shares; 2025Q3: 11,057 shares 11,057 $787K 0.04% +46 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 5,525 shares; 2025Q1: 7,491 shares; 2025Q2: 6,402 shares; 2025Q3: 7,542 shares 7,542 $782K 0.04% +1,140 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,195 shares; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 10,895 shares 10,895 $778K 0.04% +6,920 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: 1,930 shares; 2024Q4: 1,929 shares; 2025Q1: 1,808 shares; 2025Q2: 1,813 shares; 2025Q3: 1,260 shares 1,260 $768K 0.04% -553 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: 1,174 shares; 2024Q4: 2,026 shares; 2025Q1: 2,093 shares; 2025Q2: 2,116 shares; 2025Q3: 2,507 shares 2,507 $753K 0.04% +391 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 4,916 shares; 2025Q1: 4,813 shares; 2025Q2: 4,813 shares; 2025Q3: 4,813 shares 4,813 $748K 0.04% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,433 shares 13,433 $743K 0.04% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 15,049 shares; 2025Q1: 15,066 shares; 2025Q2: 15,080 shares; 2025Q3: 23,256 shares 23,256 $742K 0.04% +8,176 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,580 shares 14,580 $736K 0.04% new Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,517 shares 14,517 $729K 0.04% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,304 shares; 2024Q4: 10,340 shares; 2025Q1: 9,380 shares; 2025Q2: 9,205 shares; 2025Q3: 8,029 shares 8,029 $722K 0.04% -1,176 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,916 shares; 2024Q4: 8,226 shares; 2025Q1: 7,595 shares; 2025Q2: 4,397 shares; 2025Q3: 3,446 shares 3,446 $721K 0.04% -951 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 25,443 shares; 2025Q1: 19,420 shares; 2025Q2: 24,619 shares; 2025Q3: 7,669 shares 7,669 $704K 0.03% -16,950 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,873 shares; 2024Q4: 11,996 shares; 2025Q1: 12,323 shares; 2025Q2: 11,497 shares; 2025Q3: 11,632 shares 11,632 $699K 0.03% +135 Timeline FMC FMC CORP More: the full row for FMC 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: 20,382 shares 20,382 $685K 0.03% new 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: 1,354 shares; 2024Q4: 1,844 shares; 2025Q1: 1,651 shares; 2025Q2: 1,864 shares; 2025Q3: 3,337 shares 3,337 $683K 0.03% +1,473 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: 5,084 shares; 2024Q4: 5,405 shares; 2025Q1: 5,560 shares; 2025Q2: 4,652 shares; 2025Q3: 3,477 shares 3,477 $682K 0.03% -1,175 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: 2,455 shares; 2024Q4: 3,008 shares; 2025Q1: 3,160 shares; 2025Q2: 3,540 shares; 2025Q3: 4,284 shares 4,284 $681K 0.03% +744 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: 5,455 shares; 2024Q4: 3,703 shares; 2025Q1: 5,466 shares; 2025Q2: 6,145 shares; 2025Q3: 7,105 shares 7,105 $672K 0.03% +960 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,196 shares; 2025Q1: 2,371 shares; 2025Q2: 2,258 shares; 2025Q3: 2,438 shares 2,438 $668K 0.03% +180 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: 5,209 shares; 2024Q4: 13,023 shares; 2025Q1: 13,338 shares; 2025Q2: 13,561 shares; 2025Q3: 14,586 shares 14,586 $667K 0.03% +1,025 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 5,381 shares 5,381 $666K 0.03% +3,030 Timeline PCY 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: 45,021 shares; 2024Q4: 43,454 shares; 2025Q1: 41,605 shares; 2025Q2: 39,983 shares; 2025Q3: 30,627 shares 30,627 $660K 0.03% -9,356 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,781 shares 1,781 $658K 0.03% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,004 shares; 2024Q4: 10,020 shares; 2025Q1: 9,080 shares; 2025Q2: 9,011 shares; 2025Q3: 6,814 shares 6,814 $657K 0.03% -2,197 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,350 shares 11,350 $653K 0.03% new Timeline LQDW 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: 25,418 shares 25,418 $642K 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 5,198 shares; 2025Q1: 5,245 shares; 2025Q2: 2,193 shares; 2025Q3: 2,268 shares 2,268 $640K 0.03% +75 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: 11,817 shares; 2024Q4: 12,478 shares; 2025Q1: 11,743 shares; 2025Q2: 15,228 shares; 2025Q3: 15,228 shares 15,228 $633K 0.03% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,227 shares; 2024Q4: 19,227 shares; 2025Q1: 19,227 shares; 2025Q2: 19,227 shares; 2025Q3: 19,227 shares 19,227 $632K 0.03% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,633 shares; 2024Q4: 13,575 shares; 2025Q1: 8,472 shares; 2025Q2: 7,648 shares; 2025Q3: 11,629 shares 11,629 $630K 0.03% +3,981 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,304 shares; 2025Q1: 1,313 shares; 2025Q2: 1,290 shares; 2025Q3: 1,321 shares 1,321 $629K 0.03% +31 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: 3,213 shares; 2024Q4: 3,235 shares; 2025Q1: 3,126 shares; 2025Q2: 2,881 shares; 2025Q3: 3,124 shares 3,124 $628K 0.03% +243 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: 614 shares; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 1,456 shares; 2025Q3: 2,178 shares 2,178 $628K 0.03% +722 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: 707 shares; 2025Q1: 730 shares; 2025Q2: 750 shares; 2025Q3: 1,008 shares 1,008 $620K 0.03% +258 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,155 shares 9,155 $619K 0.03% new 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: 565 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 741 shares; 2025Q3: 828 shares 828 $618K 0.03% +87 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: 9,735 shares; 2024Q4: 9,835 shares; 2025Q1: 8,750 shares; 2025Q2: 7,915 shares; 2025Q3: 7,915 shares 7,915 $616K 0.03% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,079 shares; 2025Q1: 3,092 shares; 2025Q2: 3,082 shares; 2025Q3: 3,254 shares 3,254 $612K 0.03% +172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,317 shares 1,317 $602K 0.03% +190 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: 2,177 shares; 2024Q4: 2,250 shares; 2025Q1: 2,121 shares; 2025Q2: 1,359 shares; 2025Q3: 622 shares 622 $602K 0.03% -737 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: not reported; 2025Q3: 67,971 shares 67,971 $595K 0.03% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,471 shares; 2025Q1: 689 shares; 2025Q2: 766 shares; 2025Q3: 864 shares 864 $590K 0.03% +98 Timeline FAUG 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: 12,367 shares; 2024Q4: 13,247 shares; 2025Q1: 12,497 shares; 2025Q2: 11,747 shares; 2025Q3: 11,267 shares 11,267 $585K 0.03% -480 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,105 shares; 2025Q1: 5,559 shares; 2025Q2: 5,576 shares; 2025Q3: 5,739 shares 5,739 $577K 0.03% +163 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 13,168 shares; 2025Q1: 11,839 shares; 2025Q2: 10,675 shares; 2025Q3: 11,360 shares 11,360 $573K 0.03% +685 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: 2,898 shares; 2025Q1: 3,339 shares; 2025Q2: 3,799 shares; 2025Q3: 4,005 shares 4,005 $568K 0.03% +206 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: 22,242 shares; 2024Q4: 27,786 shares; 2025Q1: 31,021 shares; 2025Q2: 28,544 shares; 2025Q3: 32,979 shares 32,979 $566K 0.03% +4,435 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 8,658 shares; 2025Q1: 8,558 shares; 2025Q2: 8,513 shares; 2025Q3: 8,423 shares 8,423 $552K 0.03% -90 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: 5,642 shares; 2024Q4: 4,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,704 shares 6,704 $552K 0.03% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,311 shares; 2025Q1: 6,912 shares; 2025Q2: 6,583 shares; 2025Q3: 6,594 shares 6,594 $547K 0.03% +11 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: 13,853 shares; 2024Q4: 13,558 shares; 2025Q1: 14,856 shares; 2025Q2: 15,501 shares; 2025Q3: 19,302 shares 19,302 $546K 0.03% +3,801 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,845 shares; 2025Q3: 6,520 shares 6,520 $545K 0.03% -325 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,592 shares 2,592 $541K 0.03% +125 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: 12,775 shares; 2024Q4: 11,965 shares; 2025Q1: 9,304 shares; 2025Q2: not reported; 2025Q3: 15,945 shares 15,945 $535K 0.03% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,430 shares 6,430 $533K 0.03% new Timeline DSEP 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: 27,516 shares; 2024Q4: 27,408 shares; 2025Q1: 26,839 shares; 2025Q2: 25,271 shares; 2025Q3: 11,874 shares 11,874 $525K 0.03% -13,397 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: 6,007 shares; 2024Q4: 6,032 shares; 2025Q1: 6,088 shares; 2025Q2: 2,114 shares; 2025Q3: 2,485 shares 2,485 $523K 0.03% +371 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,156 shares; 2025Q1: 1,270 shares; 2025Q2: 1,329 shares; 2025Q3: 1,681 shares 1,681 $513K 0.03% +352 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,622 shares 1,622 $499K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,494 shares; 2025Q3: 2,772 shares 2,772 $494K 0.02% +278 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 736 shares; 2025Q1: 727 shares; 2025Q2: 720 shares; 2025Q3: 783 shares 783 $494K 0.02% +63 Timeline AOK 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: 16,255 shares; 2024Q4: 15,964 shares; 2025Q1: 13,413 shares; 2025Q2: 13,583 shares; 2025Q3: 12,107 shares 12,107 $486K 0.02% -1,476 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: 11,983 shares; 2024Q4: 8,728 shares; 2025Q1: 3,739 shares; 2025Q2: 3,605 shares; 2025Q3: 4,151 shares 4,151 $475K 0.02% +546 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,065 shares; 2025Q3: 2,818 shares 2,818 $472K 0.02% +753 Timeline FLWS 1 800 FLOWERS COM INC More: the full row for 1 800 FLOWERS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,005 shares; 2024Q4: 102,005 shares; 2025Q1: 102,005 shares; 2025Q2: 102,005 shares; 2025Q3: 102,005 shares 102,005 $469K 0.02% 0 Timeline AVIDXCHANGE HOLDINGS INC AVIDXCHANGE HOLDINGS INC More: the full row for AVIDXCHANGE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,388 shares; 2024Q4: 52,388 shares; 2025Q1: 52,388 shares; 2025Q2: 52,388 shares; 2025Q3: 46,860 shares 46,860 $466K 0.02% -5,528 PBJ 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: 13,331 shares; 2024Q4: 13,910 shares; 2025Q1: 13,916 shares; 2025Q2: 13,869 shares; 2025Q3: 10,056 shares 10,056 $461K 0.02% -3,813 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: 20,766 shares; 2024Q4: 21,236 shares; 2025Q1: 19,631 shares; 2025Q2: 13,472 shares; 2025Q3: 16,503 shares 16,503 $461K 0.02% +3,031 SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 4,552 shares; 2025Q1: 4,552 shares; 2025Q2: 4,239 shares; 2025Q3: 4,239 shares 4,239 $453K 0.02% 0 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: 4,912 shares; 2024Q4: 5,029 shares; 2025Q1: 1,887 shares; 2025Q2: 1,984 shares; 2025Q3: 2,274 shares 2,274 $451K 0.02% +290 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,007 shares 44,007 $448K 0.02% new 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: 8,108 shares; 2024Q4: 5,567 shares; 2025Q1: 3,640 shares; 2025Q2: 3,312 shares; 2025Q3: 1,963 shares 1,963 $447K 0.02% -1,349 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,062 shares; 2025Q3: 2,212 shares 2,212 $447K 0.02% +150 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,480 shares; 2024Q4: 25,064 shares; 2025Q1: 24,054 shares; 2025Q2: 24,070 shares; 2025Q3: 19,162 shares 19,162 $443K 0.02% -4,908 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,562 shares; 2025Q1: 2,394 shares; 2025Q2: 1,768 shares; 2025Q3: 2,335 shares 2,335 $443K 0.02% +567 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,272 shares; 2025Q1: 1,545 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares 1,393 $437K 0.02% 0 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,262 shares; 2024Q4: 12,262 shares; 2025Q1: 12,262 shares; 2025Q2: 11,262 shares; 2025Q3: 10,026 shares 10,026 $436K 0.02% -1,236 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: 4,885 shares; 2024Q4: 5,560 shares; 2025Q1: 2,122 shares; 2025Q2: 1,672 shares; 2025Q3: 1,836 shares 1,836 $434K 0.02% +164 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL 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: not reported; 2025Q3: 33,791 shares 33,791 $432K 0.02% new 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: 12,125 shares; 2024Q4: 8,589 shares; 2025Q1: 12,021 shares; 2025Q2: 11,591 shares; 2025Q3: 13,446 shares 13,446 $422K 0.02% +1,855 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 708 shares 708 $422K 0.02% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,014 shares 9,014 $421K 0.02% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,087 shares; 2024Q4: 23,866 shares; 2025Q1: 21,619 shares; 2025Q2: 20,009 shares; 2025Q3: 20,437 shares 20,437 $417K 0.02% +428 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,042 shares; 2025Q3: 3,030 shares 3,030 $410K 0.02% +988 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,099 shares; 2024Q4: 12,099 shares; 2025Q1: 12,099 shares; 2025Q2: 12,099 shares; 2025Q3: 11,745 shares 11,745 $406K 0.02% -354 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 2,342 shares; 2025Q3: 2,342 shares 2,342 $401K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,577 shares; 2024Q4: 3,108 shares; 2025Q1: 3,213 shares; 2025Q2: 3,073 shares; 2025Q3: 3,040 shares 3,040 $399K 0.02% -33 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,094 shares; 2025Q1: 1,801 shares; 2025Q2: 1,898 shares; 2025Q3: 2,120 shares 2,120 $397K 0.02% +222 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: 450 shares; 2024Q4: 478 shares; 2025Q1: 469 shares; 2025Q2: 481 shares; 2025Q3: 510 shares 510 $394K 0.02% +29 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,278 shares; 2024Q4: 22,278 shares; 2025Q1: 22,278 shares; 2025Q2: 22,278 shares; 2025Q3: 22,278 shares 22,278 $392K 0.02% 0 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,904 shares; 2024Q4: 8,678 shares; 2025Q1: 7,802 shares; 2025Q2: 7,761 shares; 2025Q3: 7,761 shares 7,761 $391K 0.02% 0 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: 1,391 shares; 2024Q4: 1,490 shares; 2025Q1: 1,527 shares; 2025Q2: 1,532 shares; 2025Q3: 1,810 shares 1,810 $389K 0.02% +278 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: 830 shares 830 $385K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 828 shares; 2025Q3: 908 shares 908 $384K 0.02% +80 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 9,351 shares; 2025Q1: 8,772 shares; 2025Q2: 8,562 shares; 2025Q3: 8,486 shares 8,486 $378K 0.02% -76 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: 786 shares; 2024Q4: 789 shares; 2025Q1: 708 shares; 2025Q2: 723 shares; 2025Q3: 769 shares 769 $377K 0.02% +46 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,287 shares; 2025Q3: 7,736 shares 7,736 $375K 0.02% +2,449 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,006 shares; 2025Q1: 3,693 shares; 2025Q2: 3,663 shares; 2025Q3: 1,377 shares 1,377 $372K 0.02% -2,286 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: 2,085 shares; 2024Q4: 2,159 shares; 2025Q1: 1,181 shares; 2025Q2: 1,412 shares; 2025Q3: 1,723 shares 1,723 $372K 0.02% +311 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,645 shares; 2025Q3: 3,640 shares 3,640 $371K 0.02% -5 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,677 shares; 2024Q4: 11,884 shares; 2025Q1: not reported; 2025Q2: 7,445 shares; 2025Q3: 7,070 shares 7,070 $368K 0.02% -375 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 6,848 shares; 2025Q1: 6,848 shares; 2025Q2: 6,848 shares; 2025Q3: 6,848 shares 6,848 $366K 0.02% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,585 shares; 2024Q4: 12,212 shares; 2025Q1: 10,613 shares; 2025Q2: not reported; 2025Q3: 14,162 shares 14,162 $365K 0.02% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088 shares 1,088 $362K 0.02% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,759 shares; 2024Q4: 16,470 shares; 2025Q1: 15,607 shares; 2025Q2: 13,510 shares; 2025Q3: 13,292 shares 13,292 $362K 0.02% -218 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 13,261 shares; 2025Q1: 12,756 shares; 2025Q2: 12,170 shares; 2025Q3: 7,717 shares 7,717 $360K 0.02% -4,453 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,926 shares; 2024Q4: 9,725 shares; 2025Q1: 9,246 shares; 2025Q2: 8,788 shares; 2025Q3: 8,571 shares 8,571 $360K 0.02% -217 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 8,517 shares; 2025Q1: 7,817 shares; 2025Q2: 7,817 shares; 2025Q3: 7,461 shares 7,461 $354K 0.02% -356 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,174 shares; 2025Q1: 994 shares; 2025Q2: 1,001 shares; 2025Q3: 1,354 shares 1,354 $353K 0.02% +353 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,585 shares; 2025Q3: 7,390 shares 7,390 $352K 0.02% +805 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,323 shares 13,323 $351K 0.02% new 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: 1,925 shares; 2025Q1: 3,640 shares; 2025Q2: not reported; 2025Q3: 2,690 shares 2,690 $350K 0.02% new 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: 5,282 shares; 2024Q4: 5,067 shares; 2025Q1: 4,859 shares; 2025Q2: 1,781 shares; 2025Q3: 1,814 shares 1,814 $349K 0.02% +33 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,410 shares; 2024Q4: 10,485 shares; 2025Q1: 8,199 shares; 2025Q2: 7,838 shares; 2025Q3: 7,693 shares 7,693 $347K 0.02% -145 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP 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: 1,731 shares 1,731 $346K 0.02% new Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,077 shares; 2024Q4: 9,077 shares; 2025Q1: 8,561 shares; 2025Q2: 8,561 shares; 2025Q3: 8,002 shares 8,002 $337K 0.02% -559 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: 5,179 shares; 2024Q4: 5,150 shares; 2025Q1: 3,277 shares; 2025Q2: 3,277 shares; 2025Q3: 2,357 shares 2,357 $332K 0.02% -920 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: 3,329 shares; 2024Q4: not reported; 2025Q1: 2,856 shares; 2025Q2: 3,239 shares; 2025Q3: 4,260 shares 4,260 $332K 0.02% +1,021 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,202 shares; 2025Q1: 5,008 shares; 2025Q2: 6,249 shares; 2025Q3: 6,280 shares 6,280 $331K 0.02% +31 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,573 shares 5,573 $330K 0.02% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,645 shares; 2024Q4: 8,844 shares; 2025Q1: 8,293 shares; 2025Q2: 7,764 shares; 2025Q3: 7,751 shares 7,751 $329K 0.02% -13 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares 1,325 $326K 0.02% 0 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,083 shares 5,083 $323K 0.02% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,491 shares; 2024Q4: 5,536 shares; 2025Q1: 6,454 shares; 2025Q2: 6,257 shares; 2025Q3: 6,257 shares 6,257 $316K 0.02% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 1,405 shares 1,405 $316K 0.02% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 3,250 shares; 2025Q1: 3,168 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares 3,168 $312K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,681 shares 16,681 $312K 0.02% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,158 shares; 2025Q1: 5,597 shares; 2025Q2: 5,397 shares; 2025Q3: 5,367 shares 5,367 $311K 0.02% -30 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: 6,863 shares; 2025Q1: 7,145 shares; 2025Q2: 7,145 shares; 2025Q3: 5,640 shares 5,640 $311K 0.02% -1,505 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: 907 shares; 2024Q4: 991 shares; 2025Q1: 1,020 shares; 2025Q2: 1,041 shares; 2025Q3: 1,113 shares 1,113 $311K 0.02% +72 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR 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: 20,542 shares 20,542 $310K 0.02% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 6,075 shares; 2025Q1: 5,851 shares; 2025Q2: 5,538 shares; 2025Q3: 5,427 shares 5,427 $306K 0.02% -111 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: 2,555 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,360 shares 4,360 $304K 0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,291 shares; 2025Q1: 7,291 shares; 2025Q2: 7,511 shares; 2025Q3: 7,511 shares 7,511 $304K 0.01% 0 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: 11,063 shares; 2024Q4: 9,852 shares; 2025Q1: 5,262 shares; 2025Q2: 4,784 shares; 2025Q3: 2,060 shares 2,060 $301K 0.01% -2,724 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: 5,240 shares; 2024Q4: 4,731 shares; 2025Q1: 4,511 shares; 2025Q2: 4,124 shares; 2025Q3: 3,540 shares 3,540 $298K 0.01% -584 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares 2,199 $294K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,036 shares; 2025Q1: 5,002 shares; 2025Q2: 6,191 shares; 2025Q3: 5,826 shares 5,826 $294K 0.01% -365 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,514 shares; 2024Q4: 6,403 shares; 2025Q1: 5,839 shares; 2025Q2: 6,193 shares; 2025Q3: 6,295 shares 6,295 $293K 0.01% +102 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,455 shares 5,455 $291K 0.01% new Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 7,403 shares; 2025Q1: 7,403 shares; 2025Q2: 7,403 shares; 2025Q3: 7,403 shares 7,403 $291K 0.01% 0 Timeline 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: 1,589 shares; 2024Q4: 1,594 shares; 2025Q1: 1,604 shares; 2025Q2: 1,701 shares; 2025Q3: 1,700 shares 1,700 $290K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,509 shares 1,509 $283K 0.01% new 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: 3,772 shares; 2024Q4: 3,906 shares; 2025Q1: 4,172 shares; 2025Q2: 4,304 shares; 2025Q3: 3,641 shares 3,641 $283K 0.01% -663 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 8,398 shares; 2025Q1: 7,825 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares 6,500 $280K 0.01% 0 Timeline YJUN 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: 16,729 shares; 2024Q4: 15,284 shares; 2025Q1: 14,848 shares; 2025Q2: 13,153 shares; 2025Q3: 11,104 shares 11,104 $278K 0.01% -2,049 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 1,919 shares 1,919 $275K 0.01% -580 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 118 shares; 2025Q2: 120 shares; 2025Q3: 117 shares 117 $273K 0.01% -3 Timeline IWX 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: 3,105 shares 3,105 $273K 0.01% new Timeline WHG WESTWOOD HLDGS GROUP INC More: the full row for WESTWOOD HLDGS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,653 shares; 2024Q4: 18,936 shares; 2025Q1: 17,454 shares; 2025Q2: 16,787 shares; 2025Q3: 16,510 shares 16,510 $272K 0.01% -277 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,844 shares 1,844 $272K 0.01% new Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: 8,435 shares; 2025Q1: 8,435 shares; 2025Q2: 8,030 shares; 2025Q3: 6,284 shares 6,284 $271K 0.01% -1,746 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: not reported; 2024Q4: not reported; 2025Q1: 1,242 shares; 2025Q2: 938 shares; 2025Q3: 1,103 shares 1,103 $271K 0.01% +165 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,865 shares; 2025Q1: 2,014 shares; 2025Q2: 2,092 shares; 2025Q3: 2,194 shares 2,194 $269K 0.01% +102 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,661 shares 3,661 $268K 0.01% new Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,009 shares; 2024Q4: 7,393 shares; 2025Q1: 7,393 shares; 2025Q2: 7,022 shares; 2025Q3: 6,082 shares 6,082 $268K 0.01% -940 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: not reported; 2024Q4: not reported; 2025Q1: 3,913 shares; 2025Q2: 3,545 shares; 2025Q3: 3,653 shares 3,653 $264K 0.01% +108 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 6,316 shares; 2025Q1: 6,245 shares; 2025Q2: not reported; 2025Q3: 7,631 shares 7,631 $262K 0.01% new Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: 9,822 shares; 2025Q1: 9,147 shares; 2025Q2: 8,804 shares; 2025Q3: 8,570 shares 8,570 $261K 0.01% -234 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,583 shares 3,583 $261K 0.01% new Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,737 shares; 2024Q4: 7,536 shares; 2025Q1: 6,736 shares; 2025Q2: 6,736 shares; 2025Q3: 6,736 shares 6,736 $260K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 287 shares; 2025Q1: 317 shares; 2025Q2: 325 shares; 2025Q3: 327 shares 327 $256K 0.01% +2 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: 3,503 shares; 2024Q4: 3,513 shares; 2025Q1: 3,548 shares; 2025Q2: 3,523 shares; 2025Q3: 3,608 shares 3,608 $253K 0.01% +85 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,830 shares; 2025Q1: 1,698 shares; 2025Q2: 1,670 shares; 2025Q3: 506 shares 506 $252K 0.01% -1,164 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,316 shares 3,316 $251K 0.01% new Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION 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: 16,906 shares 16,906 $250K 0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 2,549 shares; 2025Q2: 2,549 shares; 2025Q3: 4,138 shares 4,138 $250K 0.01% +1,589 Timeline QDEC 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: 8,309 shares; 2024Q4: 8,107 shares; 2025Q1: 8,020 shares; 2025Q2: 8,020 shares; 2025Q3: 8,020 shares 8,020 $250K 0.01% 0 Timeline ESCA ESCALADE INC More: the full row for ESCALADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,462 shares; 2024Q4: 20,523 shares; 2025Q1: 19,127 shares; 2025Q2: 17,707 shares; 2025Q3: 19,782 shares 19,782 $249K 0.01% +2,075 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 46 shares 46 $248K 0.01% +3 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,958 shares 3,958 $246K 0.01% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 10,176 shares; 2025Q1: 10,525 shares; 2025Q2: 9,518 shares; 2025Q3: 4,840 shares 4,840 $245K 0.01% -4,678 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,177 shares 3,177 $244K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,402 shares; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,408 shares 1,408 $243K 0.01% +40 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares 1,640 $239K 0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 508 shares 508 $238K 0.01% new Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,135 shares; 2024Q4: 23,541 shares; 2025Q1: 22,523 shares; 2025Q2: 21,297 shares; 2025Q3: 22,057 shares 22,057 $236K 0.01% +760 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,076 shares 1,076 $235K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,940 shares 2,940 $235K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,185 shares 1,185 $234K 0.01% new Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 6,280 shares; 2025Q1: 6,249 shares; 2025Q2: 6,249 shares; 2025Q3: 5,698 shares 5,698 $232K 0.01% -551 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,980 shares; 2025Q1: 2,777 shares; 2025Q2: 2,733 shares; 2025Q3: 2,589 shares 2,589 $232K 0.01% -144 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 5,180 shares; 2025Q1: 5,180 shares; 2025Q2: 4,830 shares; 2025Q3: 4,440 shares 4,440 $232K 0.01% -390 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 9,388 shares; 2025Q1: 8,645 shares; 2025Q2: 8,116 shares; 2025Q3: 7,858 shares 7,858 $231K 0.01% -258 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 4,568 shares; 2025Q3: 3,881 shares 3,881 $229K 0.01% -687 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: 465 shares; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 569 shares; 2025Q3: 710 shares 710 $229K 0.01% +141 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,042 shares 7,042 $226K 0.01% new 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: 10,269 shares; 2024Q4: 12,444 shares; 2025Q1: 12,300 shares; 2025Q2: 12,262 shares; 2025Q3: 5,715 shares 5,715 $224K 0.01% -6,547 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 564 shares; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: 564 shares 564 $223K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: not reported; 2025Q3: 1,642 shares 1,642 $223K 0.01% new Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,652 shares; 2025Q1: 5,652 shares; 2025Q2: 5,652 shares; 2025Q3: 5,519 shares 5,519 $221K 0.01% -133 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,878 shares; 2025Q2: 4,878 shares; 2025Q3: 4,687 shares 4,687 $217K 0.01% -191 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 5,350 shares 5,350 $217K 0.01% -750 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,207 shares 8,207 $214K 0.01% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,669 shares 5,669 $214K 0.01% new Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 4,980 shares 4,980 $210K 0.01% new Timeline DMAX 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: 7,827 shares 7,827 $207K 0.01% new Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,663 shares 4,663 $207K 0.01% new 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: 7,634 shares; 2024Q4: 7,834 shares; 2025Q1: 7,829 shares; 2025Q2: 7,565 shares; 2025Q3: 4,200 shares 4,200 $206K 0.01% -3,365 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 863 shares; 2025Q2: 894 shares; 2025Q3: 854 shares 854 $203K 0.01% -40 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,465 shares; 2025Q1: 1,480 shares; 2025Q2: 1,479 shares; 2025Q3: 1,430 shares 1,430 $202K 0.01% -49 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: not reported; 2025Q1: not reported; 2025Q2: 1,452 shares; 2025Q3: 1,506 shares 1,506 $201K 0.01% +54 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 672 shares 672 $200K 0.01% -487 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $199K 0.01% 0 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 10,000 shares 10,000 $182K 0.01% new Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,590 shares; 2024Q4: 13,596 shares; 2025Q1: 12,320 shares; 2025Q2: 11,595 shares; 2025Q3: 11,156 shares 11,156 $175K 0.01% -439 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,226 shares; 2024Q4: 66,337 shares; 2025Q1: 68,331 shares; 2025Q2: 24,336 shares; 2025Q3: 28,307 shares 28,307 $129K 0.01% +3,971 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,382 shares; 2024Q4: 36,020 shares; 2025Q1: 31,923 shares; 2025Q2: 29,846 shares; 2025Q3: 23,398 shares 23,398 $113K 0.01% -6,448 Timeline ENLV ENLIVEX LTD More: the full row for ENLIVEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,647 shares 17,647 $18.4K <0.01% new Timeline 374WATER INC 374WATER INC More: the full row for 374WATER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares 12,500 $3.59K <0.01% 0