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: 59,270 shares; 2024Q4: 63,738 shares; 2025Q1: 66,939 shares; 2025Q2: 69,217 shares; 2025Q3: 71,118 shares 71,118 $43.6M 4.93% +1,901 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,995 shares; 2024Q4: 49,531 shares; 2025Q1: 57,448 shares; 2025Q2: 57,757 shares; 2025Q3: 56,409 shares 56,409 $37.8M 4.27% -1,348 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: 107,282 shares; 2024Q4: 112,757 shares; 2025Q1: 122,271 shares; 2025Q2: 113,674 shares; 2025Q3: 105,304 shares 105,304 $25.6M 2.9% -8,370 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: 330,526 shares; 2024Q4: 330,628 shares; 2025Q1: 330,628 shares; 2025Q2: 330,629 shares; 2025Q3: 330,495 shares 330,495 $21.9M 2.48% -134 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: 94,938 shares; 2024Q4: 95,591 shares; 2025Q1: 95,855 shares; 2025Q2: 93,373 shares; 2025Q3: 91,219 shares 91,219 $20M 2.27% -2,154 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: 56,571 shares; 2024Q4: 56,379 shares; 2025Q1: 55,833 shares; 2025Q2: 55,704 shares; 2025Q3: 53,093 shares 53,093 $18.1M 2.05% -2,611 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: 269,266 shares; 2024Q4: 806,995 shares; 2025Q1: 767,768 shares; 2025Q2: 691,015 shares; 2025Q3: 666,614 shares 666,614 $17.6M 1.99% -24,401 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: 24,478 shares; 2024Q4: 24,332 shares; 2025Q1: 24,324 shares; 2025Q2: 24,537 shares; 2025Q3: 24,401 shares 24,401 $14.6M 1.66% -136 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: 133,006 shares; 2024Q4: 130,049 shares; 2025Q1: 130,728 shares; 2025Q2: 183,225 shares; 2025Q3: 180,981 shares 180,981 $14.2M 1.6% -2,244 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: 84,080 shares; 2024Q4: 82,624 shares; 2025Q1: 82,538 shares; 2025Q2: 79,003 shares; 2025Q3: 75,944 shares 75,944 $14.2M 1.6% -3,059 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,830 shares; 2024Q4: 244,245 shares; 2025Q1: 244,495 shares; 2025Q2: 244,495 shares; 2025Q3: 238,653 shares 238,653 $13.6M 1.54% -5,842 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: 53,274 shares; 2024Q4: 57,039 shares; 2025Q1: 49,608 shares; 2025Q2: 49,031 shares; 2025Q3: 47,402 shares 47,402 $12.1M 1.37% -1,629 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: 46,364 shares; 2024Q4: 46,339 shares; 2025Q1: 46,047 shares; 2025Q2: 45,947 shares; 2025Q3: 43,657 shares 43,657 $12M 1.35% -2,290 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,535 shares; 2024Q4: 279,445 shares; 2025Q1: 276,106 shares; 2025Q2: 272,578 shares; 2025Q3: 260,112 shares 260,112 $11.7M 1.32% -12,466 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: 80,910 shares; 2024Q4: 80,886 shares; 2025Q1: 80,788 shares; 2025Q2: 80,676 shares; 2025Q3: 77,868 shares 77,868 $11.3M 1.27% -2,808 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: 13,065 shares; 2024Q4: 13,923 shares; 2025Q1: 14,163 shares; 2025Q2: 14,186 shares; 2025Q3: 14,423 shares 14,423 $11M 1.25% +237 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: 15,972 shares; 2024Q4: 15,947 shares; 2025Q1: 15,940 shares; 2025Q2: 15,959 shares; 2025Q3: 15,859 shares 15,859 $10.8M 1.23% -100 Timeline 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: 127,855 shares; 2024Q4: 125,087 shares; 2025Q1: 120,320 shares; 2025Q2: 116,067 shares; 2025Q3: 100,333 shares 100,333 $10.7M 1.21% -15,734 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,045 shares; 2024Q4: 19,287 shares; 2025Q1: 19,087 shares; 2025Q2: 19,087 shares; 2025Q3: 18,402 shares 18,402 $10.1M 1.14% -685 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,085 shares; 2024Q4: 224,577 shares; 2025Q1: 241,625 shares; 2025Q2: 246,184 shares; 2025Q3: 280,723 shares 280,723 $9.51M 1.08% +34,539 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,995 shares; 2024Q4: 48,995 shares; 2025Q1: 49,150 shares; 2025Q2: 49,150 shares; 2025Q3: 47,341 shares 47,341 $8.99M 1.02% -1,809 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: 78,770 shares; 2024Q4: 74,301 shares; 2025Q1: 73,917 shares; 2025Q2: 74,403 shares; 2025Q3: 71,649 shares 71,649 $8.08M 0.91% -2,754 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: 19,737 shares; 2024Q4: 19,684 shares; 2025Q1: 15,547 shares; 2025Q2: 17,063 shares; 2025Q3: 15,469 shares 15,469 $8.01M 0.91% -1,594 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,418 shares; 2024Q4: 28,403 shares; 2025Q1: 28,203 shares; 2025Q2: 28,204 shares; 2025Q3: 27,344 shares 27,344 $7.9M 0.89% -860 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: 57,070 shares; 2024Q4: 57,773 shares; 2025Q1: 57,359 shares; 2025Q2: 55,387 shares; 2025Q3: 52,325 shares 52,325 $7.35M 0.83% -3,062 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,335 shares; 2024Q4: 386,310 shares; 2025Q1: 306,223 shares; 2025Q2: 302,190 shares; 2025Q3: 278,850 shares 278,850 $7.17M 0.81% -23,340 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: 61,425 shares; 2025Q1: 74,041 shares; 2025Q2: 74,269 shares; 2025Q3: 72,041 shares 72,041 $7.06M 0.8% -2,228 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: 107,255 shares; 2024Q4: 107,256 shares; 2025Q1: 107,256 shares; 2025Q2: 107,257 shares; 2025Q3: 107,258 shares 107,258 $7M 0.79% +1 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: 111,061 shares; 2024Q4: 332,771 shares; 2025Q1: 286,761 shares; 2025Q2: 290,762 shares; 2025Q3: 254,168 shares 254,168 $6.94M 0.79% -36,594 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: 22,851 shares; 2024Q4: 22,747 shares; 2025Q1: 22,388 shares; 2025Q2: 22,313 shares; 2025Q3: 21,987 shares 21,987 $6.94M 0.78% -326 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: 16,267 shares; 2024Q4: 19,880 shares; 2025Q1: 31,401 shares; 2025Q2: 67,147 shares; 2025Q3: 119,018 shares 119,018 $6.85M 0.77% +51,871 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,218 shares; 2024Q4: 78,902 shares; 2025Q1: 97,655 shares; 2025Q2: 100,170 shares; 2025Q3: 133,868 shares 133,868 $6.67M 0.75% +33,698 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,090 shares; 2024Q4: 232,090 shares; 2025Q1: 220,790 shares; 2025Q2: 219,790 shares; 2025Q3: 208,027 shares 208,027 $6.51M 0.74% -11,763 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: 43,437 shares; 2024Q4: 43,207 shares; 2025Q1: 42,700 shares; 2025Q2: 42,533 shares; 2025Q3: 42,541 shares 42,541 $6.2M 0.7% +8 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: 53,758 shares; 2024Q4: 76,718 shares; 2025Q1: 83,270 shares; 2025Q2: 87,705 shares; 2025Q3: 89,605 shares 89,605 $6.1M 0.69% +1,900 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,018 shares; 2024Q4: 129,888 shares; 2025Q1: 139,552 shares; 2025Q2: 152,346 shares; 2025Q3: 142,113 shares 142,113 $6.08M 0.69% -10,233 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: 32,338 shares; 2024Q4: 33,953 shares; 2025Q1: 33,953 shares; 2025Q2: 33,833 shares; 2025Q3: 32,170 shares 32,170 $6.04M 0.68% -1,663 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: 78,201 shares; 2024Q4: 95,648 shares; 2025Q1: 95,715 shares; 2025Q2: 91,718 shares; 2025Q3: 85,510 shares 85,510 $5.78M 0.65% -6,208 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: 20,692 shares; 2024Q4: 20,449 shares; 2025Q1: 19,763 shares; 2025Q2: 19,596 shares; 2025Q3: 19,281 shares 19,281 $5.44M 0.62% -315 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 5,688 shares; 2025Q1: 5,688 shares; 2025Q2: 5,674 shares; 2025Q3: 5,434 shares 5,434 $5.18M 0.59% -240 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: 12,700 shares; 2024Q4: 13,181 shares; 2025Q1: 13,201 shares; 2025Q2: 13,196 shares; 2025Q3: 12,618 shares 12,618 $5.11M 0.58% -578 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: 24,263 shares; 2024Q4: 24,009 shares; 2025Q1: 23,772 shares; 2025Q2: 23,742 shares; 2025Q3: 23,510 shares 23,510 $5.07M 0.57% -232 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: 77,926 shares; 2024Q4: 79,554 shares; 2025Q1: 79,232 shares; 2025Q2: 79,232 shares; 2025Q3: 68,391 shares 68,391 $4.77M 0.54% -10,841 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,473 shares; 2024Q4: 16,473 shares; 2025Q1: 16,473 shares; 2025Q2: 16,473 shares; 2025Q3: 14,512 shares 14,512 $4.54M 0.51% -1,961 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,319 shares; 2024Q4: 40,827 shares; 2025Q1: 37,651 shares; 2025Q2: 38,156 shares; 2025Q3: 37,641 shares 37,641 $4.47M 0.51% -515 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,447 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 2,484 shares 2,484 $4.44M 0.5% +1,037 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: 11,282 shares; 2024Q4: 11,167 shares; 2025Q1: 8,352 shares; 2025Q2: 8,666 shares; 2025Q3: 14,498 shares 14,498 $4.26M 0.48% +5,832 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: 4,927 shares; 2024Q4: 5,401 shares; 2025Q1: 4,927 shares; 2025Q2: 5,597 shares; 2025Q3: 4,596 shares 4,596 $4.23M 0.48% -1,001 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,718 shares; 2024Q4: 19,760 shares; 2025Q1: 19,826 shares; 2025Q2: 19,952 shares; 2025Q3: 19,870 shares 19,870 $4.23M 0.48% -82 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: 4,698 shares; 2024Q4: 4,540 shares; 2025Q1: 4,536 shares; 2025Q2: 4,475 shares; 2025Q3: 4,483 shares 4,483 $4.15M 0.47% +8 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,838 shares; 2024Q4: 102,055 shares; 2025Q1: 101,315 shares; 2025Q2: 100,764 shares; 2025Q3: 92,577 shares 92,577 $4.15M 0.47% -8,187 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: 37,642 shares; 2024Q4: 38,163 shares; 2025Q1: 38,447 shares; 2025Q2: 22,533 shares; 2025Q3: 21,396 shares 21,396 $4.06M 0.46% -1,137 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: 3,607 shares; 2025Q1: 3,597 shares; 2025Q2: 3,572 shares; 2025Q3: 3,477 shares 3,477 $4.05M 0.46% -95 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: 14,313 shares; 2024Q4: 13,739 shares; 2025Q1: 13,860 shares; 2025Q2: 13,840 shares; 2025Q3: 16,068 shares 16,068 $3.91M 0.44% +2,228 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,370 shares; 2024Q4: 34,400 shares; 2025Q1: 34,090 shares; 2025Q2: 33,560 shares; 2025Q3: 30,800 shares 30,800 $3.88M 0.44% -2,760 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: 41,200 shares; 2024Q4: 41,200 shares; 2025Q1: 41,200 shares; 2025Q2: 41,200 shares; 2025Q3: 41,200 shares 41,200 $3.85M 0.44% 0 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: 10,516 shares; 2024Q4: 10,516 shares; 2025Q1: 10,631 shares; 2025Q2: 10,431 shares; 2025Q3: 10,411 shares 10,411 $3.7M 0.42% -20 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,025 shares; 2024Q4: 39,025 shares; 2025Q1: 39,025 shares; 2025Q2: 39,025 shares; 2025Q3: 38,625 shares 38,625 $3.64M 0.41% -400 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,753 shares; 2024Q4: 39,513 shares; 2025Q1: 42,056 shares; 2025Q2: 42,351 shares; 2025Q3: 44,676 shares 44,676 $3.6M 0.41% +2,325 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares 36,000 $3.49M 0.4% 0 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: 18,698 shares; 2024Q4: 18,666 shares; 2025Q1: 18,667 shares; 2025Q2: 18,667 shares; 2025Q3: 18,667 shares 18,667 $3.48M 0.39% 0 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: 15,163 shares; 2024Q4: 14,946 shares; 2025Q1: 14,912 shares; 2025Q2: 14,944 shares; 2025Q3: 14,945 shares 14,945 $3.46M 0.39% +1 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: 19,116 shares; 2024Q4: 18,854 shares; 2025Q1: 17,714 shares; 2025Q2: 17,714 shares; 2025Q3: 14,414 shares 14,414 $3.45M 0.39% -3,300 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: 3,397 shares; 2024Q4: 3,397 shares; 2025Q1: 3,330 shares; 2025Q2: 8,290 shares; 2025Q3: 10,303 shares 10,303 $3.43M 0.39% +2,013 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: 27,485 shares; 2024Q4: 27,432 shares; 2025Q1: 27,517 shares; 2025Q2: 27,578 shares; 2025Q3: 27,634 shares 27,634 $3.42M 0.39% +56 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: 11,583 shares; 2024Q4: 11,854 shares; 2025Q1: 11,674 shares; 2025Q2: 11,394 shares; 2025Q3: 10,994 shares 10,994 $3.38M 0.38% -400 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,066 shares; 2024Q4: 125,370 shares; 2025Q1: 130,016 shares; 2025Q2: 142,062 shares; 2025Q3: 143,150 shares 143,150 $3.33M 0.38% +1,088 Timeline SCHO 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: 78,640 shares; 2024Q4: 149,314 shares; 2025Q1: 146,165 shares; 2025Q2: 138,878 shares; 2025Q3: 131,206 shares 131,206 $3.2M 0.36% -7,672 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,362 shares; 2024Q4: 56,362 shares; 2025Q1: 56,162 shares; 2025Q2: 56,162 shares; 2025Q3: 34,775 shares 34,775 $3.18M 0.36% -21,387 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,116 shares; 2024Q4: 48,041 shares; 2025Q1: 76,141 shares; 2025Q2: 85,009 shares; 2025Q3: 83,981 shares 83,981 $3.12M 0.35% -1,028 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,163 shares; 2024Q4: 191,163 shares; 2025Q1: 191,163 shares; 2025Q2: 191,163 shares; 2025Q3: 191,163 shares 191,163 $3.08M 0.35% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,815 shares; 2024Q4: 24,860 shares; 2025Q1: 25,224 shares; 2025Q2: 25,439 shares; 2025Q3: 28,239 shares 28,239 $3.04M 0.34% +2,800 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: 24,635 shares; 2024Q4: 24,636 shares; 2025Q1: 24,638 shares; 2025Q2: 24,439 shares; 2025Q3: 23,641 shares 23,641 $3M 0.34% -798 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: 51,333 shares; 2024Q4: 43,413 shares; 2025Q1: 42,924 shares; 2025Q2: 34,751 shares; 2025Q3: 34,990 shares 34,990 $2.94M 0.33% +239 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,823 shares; 2024Q4: 9,892 shares; 2025Q1: 9,823 shares; 2025Q2: 9,904 shares; 2025Q3: 9,904 shares 9,904 $2.93M 0.33% 0 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,748 shares; 2024Q4: 104,666 shares; 2025Q1: 83,064 shares; 2025Q2: 55,436 shares; 2025Q3: 48,763 shares 48,763 $2.93M 0.33% -6,673 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: 18,967 shares; 2024Q4: 18,947 shares; 2025Q1: 18,932 shares; 2025Q2: 19,075 shares; 2025Q3: 11,486 shares 11,486 $2.83M 0.32% -7,589 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 14,953 shares; 2025Q1: 14,953 shares; 2025Q2: 14,953 shares; 2025Q3: 17,915 shares 17,915 $2.79M 0.32% +2,962 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 15,800 shares; 2025Q1: 15,800 shares; 2025Q2: 15,710 shares; 2025Q3: 14,228 shares 14,228 $2.78M 0.31% -1,482 Timeline FDVV 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: 45,170 shares; 2025Q2: 46,070 shares; 2025Q3: 48,084 shares 48,084 $2.68M 0.3% +2,014 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: 3,757 shares; 2024Q4: 3,731 shares; 2025Q1: 3,754 shares; 2025Q2: 3,913 shares; 2025Q3: 3,914 shares 3,914 $2.61M 0.3% +1 Timeline VCSH 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: 51,918 shares; 2024Q4: 57,589 shares; 2025Q1: 53,852 shares; 2025Q2: 46,832 shares; 2025Q3: 31,851 shares 31,851 $2.55M 0.29% -14,981 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: 41,167 shares; 2024Q4: 42,501 shares; 2025Q1: 48,132 shares; 2025Q2: 50,387 shares; 2025Q3: 49,256 shares 49,256 $2.5M 0.28% -1,131 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: 30,164 shares; 2024Q4: 30,264 shares; 2025Q1: 39,370 shares; 2025Q2: 40,056 shares; 2025Q3: 41,401 shares 41,401 $2.36M 0.27% +1,345 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: 741 shares; 2024Q4: 741 shares; 2025Q1: 609 shares; 2025Q2: 728 shares; 2025Q3: 1,928 shares 1,928 $2.31M 0.26% +1,200 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: 41,730 shares; 2024Q4: 43,007 shares; 2025Q1: 41,763 shares; 2025Q2: 42,406 shares; 2025Q3: 44,858 shares 44,858 $2.28M 0.26% +2,452 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: 8,785 shares; 2024Q4: 9,536 shares; 2025Q1: 9,533 shares; 2025Q2: 8,843 shares; 2025Q3: 8,862 shares 8,862 $2.23M 0.25% +19 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,342 shares; 2024Q4: 65,302 shares; 2025Q1: 59,093 shares; 2025Q2: 59,093 shares; 2025Q3: 59,104 shares 59,104 $2.18M 0.25% +11 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,687 shares; 2024Q4: 10,187 shares; 2025Q1: 10,202 shares; 2025Q2: 10,377 shares; 2025Q3: 10,378 shares 10,378 $2.17M 0.25% +1 Timeline TECB 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: 49,414 shares; 2024Q4: 47,731 shares; 2025Q1: 40,996 shares; 2025Q2: 37,359 shares; 2025Q3: 35,667 shares 35,667 $2.15M 0.24% -1,692 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: 9,972 shares; 2024Q4: 9,959 shares; 2025Q1: 9,959 shares; 2025Q2: 10,013 shares; 2025Q3: 9,864 shares 9,864 $2.08M 0.23% -149 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: 8,922 shares; 2024Q4: 12,669 shares; 2025Q1: 6,352 shares; 2025Q2: 6,329 shares; 2025Q3: 11,320 shares 11,320 $2.06M 0.23% +4,991 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,484 shares; 2024Q4: 92,135 shares; 2025Q1: 94,953 shares; 2025Q2: 95,081 shares; 2025Q3: 94,002 shares 94,002 $2.04M 0.23% -1,079 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,778 shares; 2024Q4: 68,682 shares; 2025Q1: 68,898 shares; 2025Q2: 68,729 shares; 2025Q3: 68,811 shares 68,811 $2.04M 0.23% +82 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: 63,180 shares; 2024Q4: 47,708 shares; 2025Q1: 47,581 shares; 2025Q2: 45,186 shares; 2025Q3: 44,363 shares 44,363 $2.01M 0.23% -823 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: 32,586 shares; 2024Q4: 32,764 shares; 2025Q1: 32,767 shares; 2025Q2: 29,627 shares; 2025Q3: 27,000 shares 27,000 $1.98M 0.22% -2,627 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,223 shares; 2025Q1: 5,020 shares; 2025Q2: 5,064 shares; 2025Q3: 5,049 shares 5,049 $1.97M 0.22% -15 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: 13,510 shares; 2024Q4: 13,354 shares; 2025Q1: 13,032 shares; 2025Q2: 13,064 shares; 2025Q3: 10,542 shares 10,542 $1.95M 0.22% -2,522 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,936 shares; 2024Q4: 16,936 shares; 2025Q1: 16,936 shares; 2025Q2: 16,936 shares; 2025Q3: 16,936 shares 16,936 $1.92M 0.22% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,524 shares; 2025Q2: 51,504 shares; 2025Q3: 55,113 shares 55,113 $1.92M 0.22% +3,609 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,389 shares; 2024Q4: 11,612 shares; 2025Q1: 11,776 shares; 2025Q2: 12,372 shares; 2025Q3: 9,420 shares 9,420 $1.89M 0.21% -2,952 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: 2,019 shares; 2024Q4: 5,198 shares; 2025Q1: 6,858 shares; 2025Q2: 12,556 shares; 2025Q3: 11,601 shares 11,601 $1.88M 0.21% -955 Timeline SPHY 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: 73,426 shares; 2024Q4: 73,239 shares; 2025Q1: 73,681 shares; 2025Q2: 75,785 shares; 2025Q3: 77,583 shares 77,583 $1.86M 0.21% +1,798 Timeline MBB 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: 31,368 shares; 2024Q4: 31,087 shares; 2025Q1: 19,983 shares; 2025Q2: 19,983 shares; 2025Q3: 19,465 shares 19,465 $1.85M 0.21% -518 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,353 shares; 2025Q1: 2,291 shares; 2025Q2: 3,238 shares; 2025Q3: 3,228 shares 3,228 $1.84M 0.21% -10 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,329 shares; 2025Q2: 29,976 shares; 2025Q3: 39,023 shares 39,023 $1.81M 0.2% +9,047 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: 3,967 shares; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,843 shares; 2025Q3: 3,833 shares 3,833 $1.8M 0.2% -10 Timeline IGSB 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: 29,564 shares; 2024Q4: 29,560 shares; 2025Q1: 32,264 shares; 2025Q2: 31,964 shares; 2025Q3: 33,527 shares 33,527 $1.78M 0.2% +1,563 Timeline PHEQ MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 55,218 shares 55,218 $1.77M 0.2% new 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: 2,549 shares; 2024Q4: 2,904 shares; 2025Q1: 3,010 shares; 2025Q2: 3,817 shares; 2025Q3: 3,606 shares 3,606 $1.75M 0.2% -211 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: 21,805 shares; 2024Q4: 20,333 shares; 2025Q1: 20,339 shares; 2025Q2: 20,316 shares; 2025Q3: 20,722 shares 20,722 $1.74M 0.2% +406 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: 5,394 shares; 2024Q4: 4,936 shares; 2025Q1: 4,944 shares; 2025Q2: 5,041 shares; 2025Q3: 4,972 shares 4,972 $1.72M 0.19% -69 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: 20,984 shares; 2024Q4: 20,860 shares; 2025Q1: 20,975 shares; 2025Q2: 16,602 shares; 2025Q3: 16,614 shares 16,614 $1.71M 0.19% +12 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 4,326 shares; 2025Q1: 2,373 shares; 2025Q2: 2,374 shares; 2025Q3: 2,372 shares 2,372 $1.7M 0.19% -2 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: 22,104 shares; 2024Q4: 22,142 shares; 2025Q1: 22,126 shares; 2025Q2: 22,232 shares; 2025Q3: 22,656 shares 22,656 $1.65M 0.19% +424 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: 18,789 shares; 2024Q4: 16,689 shares; 2025Q1: 17,689 shares; 2025Q2: 16,529 shares; 2025Q3: 16,538 shares 16,538 $1.65M 0.19% +9 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,499 shares; 2024Q4: 8,789 shares; 2025Q1: 9,147 shares; 2025Q2: 8,457 shares; 2025Q3: 7,753 shares 7,753 $1.61M 0.18% -704 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,088 shares; 2024Q4: 20,209 shares; 2025Q1: 19,489 shares; 2025Q2: 20,923 shares; 2025Q3: 20,866 shares 20,866 $1.59M 0.18% -57 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 3,145 shares; 2025Q1: 3,289 shares; 2025Q2: 3,332 shares; 2025Q3: 3,048 shares 3,048 $1.57M 0.18% -284 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,995 shares; 2024Q4: 633,975 shares; 2025Q1: 633,475 shares; 2025Q2: 633,475 shares; 2025Q3: 633,075 shares 633,075 $1.56M 0.18% -400 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: 13,943 shares; 2024Q4: 14,067 shares; 2025Q1: 13,322 shares; 2025Q2: 13,216 shares; 2025Q3: 30,166 shares 30,166 $1.56M 0.18% +16,950 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,793 shares; 2024Q4: 19,744 shares; 2025Q1: 16,388 shares; 2025Q2: 15,811 shares; 2025Q3: 14,896 shares 14,896 $1.54M 0.17% -915 Timeline IHDG 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: 63,926 shares; 2024Q4: 64,032 shares; 2025Q1: 44,957 shares; 2025Q2: 35,907 shares; 2025Q3: 33,165 shares 33,165 $1.53M 0.17% -2,742 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,962 shares; 2025Q1: 3,063 shares; 2025Q2: 3,118 shares; 2025Q3: 3,141 shares 3,141 $1.52M 0.17% +23 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.17% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,940 shares; 2024Q4: 31,940 shares; 2025Q1: 22,940 shares; 2025Q2: 22,299 shares; 2025Q3: 21,928 shares 21,928 $1.51M 0.17% -371 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,165 shares; 2024Q4: 43,165 shares; 2025Q1: 43,165 shares; 2025Q2: 43,165 shares; 2025Q3: 43,165 shares 43,165 $1.5M 0.17% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,214 shares; 2024Q4: 42,213 shares; 2025Q1: 53,154 shares; 2025Q2: 56,929 shares; 2025Q3: 56,892 shares 56,892 $1.5M 0.17% -37 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: 3,284 shares; 2025Q1: not reported; 2025Q2: 20,298 shares; 2025Q3: 20,409 shares 20,409 $1.5M 0.17% +111 Timeline AVUV 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: 13,904 shares; 2024Q4: 14,073 shares; 2025Q1: 16,245 shares; 2025Q2: 14,847 shares; 2025Q3: 14,827 shares 14,827 $1.48M 0.17% -20 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 7,686 shares; 2025Q1: 7,969 shares; 2025Q2: 15,325 shares; 2025Q3: 15,325 shares 15,325 $1.46M 0.17% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 5,067 shares; 2025Q1: 5,253 shares; 2025Q2: 5,344 shares; 2025Q3: 5,435 shares 5,435 $1.42M 0.16% +91 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: 5,540 shares; 2024Q4: 5,440 shares; 2025Q1: 5,420 shares; 2025Q2: 5,656 shares; 2025Q3: 5,656 shares 5,656 $1.39M 0.16% 0 Timeline PFXF 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: 82,521 shares; 2024Q4: 82,288 shares; 2025Q1: 81,629 shares; 2025Q2: 79,178 shares; 2025Q3: 77,828 shares 77,828 $1.38M 0.16% -1,350 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,519 shares; 2024Q4: 58,415 shares; 2025Q1: 60,028 shares; 2025Q2: 57,610 shares; 2025Q3: 58,418 shares 58,418 $1.38M 0.16% +808 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,130 shares; 2024Q4: 20,990 shares; 2025Q1: 24,450 shares; 2025Q2: 27,010 shares; 2025Q3: 28,010 shares 28,010 $1.37M 0.15% +1,000 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,990 shares; 2024Q4: 86,990 shares; 2025Q1: 84,990 shares; 2025Q2: 82,990 shares; 2025Q3: 82,990 shares 82,990 $1.36M 0.15% 0 Timeline BALI 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: 14,253 shares; 2024Q4: 18,145 shares; 2025Q1: 44,161 shares; 2025Q2: 43,561 shares; 2025Q3: 42,199 shares 42,199 $1.34M 0.15% -1,362 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: 18,211 shares; 2024Q4: 18,211 shares; 2025Q1: 18,211 shares; 2025Q2: 18,211 shares; 2025Q3: 18,244 shares 18,244 $1.33M 0.15% +33 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,084 shares; 2025Q1: 2,170 shares; 2025Q2: 2,214 shares; 2025Q3: 2,245 shares 2,245 $1.3M 0.15% +31 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 7,127 shares; 2025Q1: 7,403 shares; 2025Q2: 7,531 shares; 2025Q3: 7,638 shares 7,638 $1.3M 0.15% +107 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: 8,039 shares; 2024Q4: 7,730 shares; 2025Q1: 7,637 shares; 2025Q2: 7,533 shares; 2025Q3: 7,536 shares 7,536 $1.29M 0.15% +3 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,229 shares; 2024Q4: 19,609 shares; 2025Q1: 17,423 shares; 2025Q2: 5,623 shares; 2025Q3: 16,973 shares 16,973 $1.28M 0.14% +11,350 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: 6,445 shares; 2024Q4: 6,445 shares; 2025Q1: 6,445 shares; 2025Q2: 5,787 shares; 2025Q3: 6,512 shares 6,512 $1.28M 0.14% +725 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 45,115 shares; 2025Q3: 45,115 shares 45,115 $1.26M 0.14% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,616 shares; 2024Q4: 13,616 shares; 2025Q1: 13,116 shares; 2025Q2: 13,116 shares; 2025Q3: 28,181 shares 28,181 $1.25M 0.14% +15,065 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 5,252 shares; 2025Q1: 5,112 shares; 2025Q2: 4,877 shares; 2025Q3: 4,827 shares 4,827 $1.25M 0.14% -50 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: 13,672 shares; 2024Q4: 13,722 shares; 2025Q1: 13,227 shares; 2025Q2: 13,272 shares; 2025Q3: 13,165 shares 13,165 $1.25M 0.14% -107 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,578 shares; 2025Q1: 13,578 shares; 2025Q2: 13,578 shares; 2025Q3: 14,348 shares 14,348 $1.22M 0.14% +770 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,044 shares; 2024Q4: 26,044 shares; 2025Q1: 15,699 shares; 2025Q2: 15,699 shares; 2025Q3: 15,581 shares 15,581 $1.22M 0.14% -118 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: 22,439 shares; 2024Q4: 45,328 shares; 2025Q1: 46,232 shares; 2025Q2: 43,843 shares; 2025Q3: 43,510 shares 43,510 $1.21M 0.14% -333 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: 22,792 shares; 2024Q4: 20,609 shares; 2025Q1: 13,708 shares; 2025Q2: 13,708 shares; 2025Q3: 13,530 shares 13,530 $1.2M 0.14% -178 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,875 shares; 2024Q4: 8,980 shares; 2025Q1: 22,005 shares; 2025Q2: 22,005 shares; 2025Q3: 22,984 shares 22,984 $1.2M 0.14% +979 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: 33,563 shares; 2024Q4: 33,563 shares; 2025Q1: 33,563 shares; 2025Q2: 33,563 shares; 2025Q3: 33,563 shares 33,563 $1.19M 0.13% 0 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: 3,272 shares; 2024Q4: 3,373 shares; 2025Q1: 3,374 shares; 2025Q2: 3,511 shares; 2025Q3: 3,579 shares 3,579 $1.18M 0.13% +68 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: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares; 2025Q2: 2,277 shares; 2025Q3: 2,299 shares 2,299 $1.16M 0.13% +22 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,163 shares; 2025Q3: 158,163 shares 158,163 $1.14M 0.13% 0 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: 39,552 shares; 2024Q4: 34,567 shares; 2025Q1: 31,252 shares; 2025Q2: 25,659 shares; 2025Q3: 22,446 shares 22,446 $1.13M 0.13% -3,213 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: 23,274 shares; 2024Q4: 12,146 shares; 2025Q1: 11,360 shares; 2025Q2: 10,864 shares; 2025Q3: 11,169 shares 11,169 $1.12M 0.13% +305 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,673 shares; 2025Q2: 11,673 shares; 2025Q3: 12,815 shares 12,815 $1.11M 0.13% +1,142 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: 2,998 shares; 2024Q4: 5,654 shares; 2025Q1: 3,570 shares; 2025Q2: 5,135 shares; 2025Q3: 5,405 shares 5,405 $1.1M 0.12% +270 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: 25,319 shares; 2024Q4: 15,272 shares; 2025Q1: 15,172 shares; 2025Q2: 15,172 shares; 2025Q3: 15,172 shares 15,172 $1.08M 0.12% 0 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: not reported; 2024Q4: 3,304 shares; 2025Q1: 3,304 shares; 2025Q2: 12,172 shares; 2025Q3: 12,237 shares 12,237 $1.07M 0.12% +65 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: 4,770 shares; 2024Q4: 4,616 shares; 2025Q1: 4,616 shares; 2025Q2: 3,037 shares; 2025Q3: 2,852 shares 2,852 $1.05M 0.12% -185 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,819 shares; 2024Q4: 49,756 shares; 2025Q1: 46,268 shares; 2025Q2: 25,057 shares; 2025Q3: 23,856 shares 23,856 $1.04M 0.12% -1,201 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: 14,882 shares; 2024Q4: 14,666 shares; 2025Q1: 15,478 shares; 2025Q2: 15,062 shares; 2025Q3: 15,247 shares 15,247 $1.04M 0.12% +185 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: 3,579 shares; 2024Q4: 3,602 shares; 2025Q1: 3,569 shares; 2025Q2: 3,604 shares; 2025Q3: 3,423 shares 3,423 $1.04M 0.12% -181 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 18,412 shares; 2025Q3: 20,504 shares 20,504 $1.04M 0.12% +2,092 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,430 shares; 2025Q3: 45,390 shares 45,390 $1.03M 0.12% +5,960 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: 4,325 shares; 2024Q4: 4,293 shares; 2025Q1: 4,294 shares; 2025Q2: 4,347 shares; 2025Q3: 4,347 shares 4,347 $1.03M 0.12% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 5,524 shares; 2025Q1: 5,743 shares; 2025Q2: 5,850 shares; 2025Q3: 5,940 shares 5,940 $1.03M 0.12% +90 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: 6,159 shares; 2024Q4: 3,299 shares; 2025Q1: 3,277 shares; 2025Q2: 3,159 shares; 2025Q3: 3,125 shares 3,125 $1.03M 0.12% -34 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,514 shares; 2025Q1: 3,514 shares; 2025Q2: 3,514 shares; 2025Q3: 3,514 shares 3,514 $1.03M 0.12% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,334 shares; 2024Q4: 7,342 shares; 2025Q1: 7,349 shares; 2025Q2: 7,231 shares; 2025Q3: 7,163 shares 7,163 $1.02M 0.12% -68 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,863 shares; 2025Q3: 11,863 shares 11,863 $995K 0.11% 0 Timeline FENY 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: 44,754 shares; 2024Q4: 44,754 shares; 2025Q1: 40,994 shares; 2025Q2: 40,994 shares; 2025Q3: 40,118 shares 40,118 $992K 0.11% -876 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,101 shares; 2024Q4: 6,945 shares; 2025Q1: 6,930 shares; 2025Q2: 7,029 shares; 2025Q3: 7,136 shares 7,136 $986K 0.11% +107 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: 5,742 shares; 2024Q4: 5,744 shares; 2025Q1: 5,746 shares; 2025Q2: 5,813 shares; 2025Q3: 5,815 shares 5,815 $973K 0.11% +2 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: 2,026 shares; 2025Q1: 2,036 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares 1,582 $973K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: 18,995 shares; 2025Q2: 18,720 shares; 2025Q3: 3,921 shares 3,921 $968K 0.11% -14,799 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,767 shares; 2025Q3: 24,767 shares 24,767 $959K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,830 shares; 2025Q2: 3,181 shares; 2025Q3: 3,163 shares 3,163 $951K 0.11% -18 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,196 shares; 2025Q2: 17,946 shares; 2025Q3: 18,913 shares 18,913 $948K 0.11% +967 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: 17,420 shares; 2024Q4: 16,299 shares; 2025Q1: 16,286 shares; 2025Q2: 20,153 shares; 2025Q3: 20,153 shares 20,153 $943K 0.11% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,540 shares; 2025Q3: 5,390 shares 5,390 $943K 0.11% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,200 shares; 2025Q3: 9,272 shares 9,272 $941K 0.11% +72 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,021 shares 1,021 $940K 0.11% +621 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: not reported; 2024Q4: not reported; 2025Q1: 308 shares; 2025Q2: 398 shares; 2025Q3: 398 shares 398 $930K 0.11% 0 Timeline ANGL 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: 45,735 shares; 2024Q4: 44,719 shares; 2025Q1: 32,776 shares; 2025Q2: 31,001 shares; 2025Q3: 30,990 shares 30,990 $921K 0.1% -11 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5,495 shares; 2025Q1: 8,622 shares; 2025Q2: 8,802 shares; 2025Q3: 9,087 shares 9,087 $917K 0.1% +285 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 7,005 shares; 2025Q1: 7,272 shares; 2025Q2: 7,413 shares; 2025Q3: 7,524 shares 7,524 $888K 0.1% +111 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: 4,641 shares; 2024Q4: 4,588 shares; 2025Q1: 4,496 shares; 2025Q2: 5,438 shares; 2025Q3: 5,712 shares 5,712 $887K 0.1% +274 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,189 shares; 2024Q4: 20,477 shares; 2025Q1: 20,792 shares; 2025Q2: 16,958 shares; 2025Q3: 14,094 shares 14,094 $878K 0.1% -2,864 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,236 shares; 2024Q4: 18,936 shares; 2025Q1: 19,829 shares; 2025Q2: 20,199 shares; 2025Q3: 21,064 shares 21,064 $876K 0.1% +865 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,082 shares; 2025Q3: 3,082 shares 3,082 $861K 0.1% 0 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: 7,114 shares; 2024Q4: 7,314 shares; 2025Q1: 7,274 shares; 2025Q2: 7,274 shares; 2025Q3: 5,024 shares 5,024 $858K 0.1% -2,250 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,921 shares; 2025Q2: 11,068 shares; 2025Q3: 11,158 shares 11,158 $853K 0.1% +90 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: 10,536 shares; 2024Q4: 10,536 shares; 2025Q1: 10,573 shares; 2025Q2: 10,573 shares; 2025Q3: 10,573 shares 10,573 $845K 0.1% 0 Timeline RSPR 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: 21,089 shares; 2025Q3: 23,454 shares 23,454 $832K 0.09% +2,365 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; 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: 241,227 shares 241,227 $830K 0.09% 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: 10,037 shares; 2024Q4: 10,037 shares; 2025Q1: 9,037 shares; 2025Q2: 8,537 shares; 2025Q3: 7,792 shares 7,792 $830K 0.09% -745 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: 18,055 shares; 2024Q4: 18,065 shares; 2025Q1: 18,076 shares; 2025Q2: 18,089 shares; 2025Q3: 18,060 shares 18,060 $826K 0.09% -29 Timeline USFR 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: 11,155 shares; 2024Q4: 10,587 shares; 2025Q1: 10,697 shares; 2025Q2: 16,137 shares; 2025Q3: 16,309 shares 16,309 $820K 0.09% +172 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,574 shares; 2024Q4: 33,113 shares; 2025Q1: 27,952 shares; 2025Q2: 28,322 shares; 2025Q3: 28,591 shares 28,591 $819K 0.09% +269 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,563 shares; 2025Q3: 39,563 shares 39,563 $818K 0.09% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,004 shares; 2025Q3: 3,004 shares 3,004 $817K 0.09% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,292 shares; 2025Q1: 4,798 shares; 2025Q2: 4,798 shares; 2025Q3: 4,569 shares 4,569 $814K 0.09% -229 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,692 shares; 2024Q4: 7,965 shares; 2025Q1: 8,262 shares; 2025Q2: 8,419 shares; 2025Q3: 8,525 shares 8,525 $808K 0.09% +106 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,280 shares; 2025Q3: 14,280 shares 14,280 $806K 0.09% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,141 shares; 2025Q1: not reported; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares 6,300 $800K 0.09% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 6,645 shares; 2025Q1: 6,321 shares; 2025Q2: 6,175 shares; 2025Q3: 6,323 shares 6,323 $796K 0.09% +148 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,409 shares; 2025Q1: 2,506 shares; 2025Q2: 2,587 shares; 2025Q3: 2,632 shares 2,632 $788K 0.09% +45 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: 13,064 shares; 2024Q4: 7,089 shares; 2025Q1: 7,090 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares 7,060 $784K 0.09% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,500 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $781K 0.09% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 9,678 shares; 2025Q1: 9,642 shares; 2025Q2: 9,339 shares; 2025Q3: 8,869 shares 8,869 $779K 0.09% -470 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: 16,568 shares; 2024Q4: 16,545 shares; 2025Q1: 23,425 shares; 2025Q2: 24,327 shares; 2025Q3: 25,401 shares 25,401 $769K 0.09% +1,074 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares 4,811 $762K 0.09% 0 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: 10,757 shares; 2024Q4: 10,757 shares; 2025Q1: 10,910 shares; 2025Q2: 10,910 shares; 2025Q3: 14,933 shares 14,933 $754K 0.09% +4,023 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 10,029 shares; 2025Q1: 10,030 shares; 2025Q2: 10,030 shares; 2025Q3: 10,030 shares 10,030 $751K 0.09% 0 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: 471 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 6,945 shares; 2025Q3: 6,945 shares 6,945 $749K 0.08% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 185 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 174 shares 174 $747K 0.08% -1 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED 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: 18,840 shares; 2025Q3: 18,840 shares 18,840 $744K 0.08% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,160 shares; 2025Q1: 1,226 shares; 2025Q2: 1,281 shares; 2025Q3: 1,317 shares 1,317 $741K 0.08% +36 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: 1,638 shares; 2024Q4: 1,638 shares; 2025Q1: 1,588 shares; 2025Q2: 1,588 shares; 2025Q3: 1,591 shares 1,591 $738K 0.08% +3 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,981 shares; 2025Q3: 7,981 shares 7,981 $737K 0.08% 0 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,902 shares; 2024Q4: 32,952 shares; 2025Q1: 34,199 shares; 2025Q2: 34,846 shares; 2025Q3: 34,846 shares 34,846 $737K 0.08% 0 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: 1,555 shares; 2024Q4: 1,556 shares; 2025Q1: 1,540 shares; 2025Q2: 1,558 shares; 2025Q3: 1,638 shares 1,638 $728K 0.08% +80 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,583 shares 8,583 $722K 0.08% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,543 shares; 2025Q2: 10,789 shares; 2025Q3: 13,999 shares 13,999 $721K 0.08% +3,210 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,701 shares; 2024Q4: 15,191 shares; 2025Q1: 15,805 shares; 2025Q2: 16,097 shares; 2025Q3: 16,321 shares 16,321 $720K 0.08% +224 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 4,145 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 3,781 shares 3,781 $720K 0.08% -664 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,306 shares; 2024Q4: 23,856 shares; 2025Q1: 24,481 shares; 2025Q2: 24,938 shares; 2025Q3: 25,841 shares 25,841 $717K 0.08% +903 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,239 shares; 2025Q1: 2,322 shares; 2025Q2: 2,360 shares; 2025Q3: 2,397 shares 2,397 $713K 0.08% +37 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: 10,255 shares; 2024Q4: 10,335 shares; 2025Q1: 10,328 shares; 2025Q2: 8,446 shares; 2025Q3: 8,456 shares 8,456 $709K 0.08% +10 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,061 shares; 2025Q3: 3,061 shares 3,061 $704K 0.08% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,840 shares 19,840 $692K 0.08% new Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 16,694 shares; 2025Q1: 17,576 shares; 2025Q2: 18,040 shares; 2025Q3: 18,418 shares 18,418 $691K 0.08% +378 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,445 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 2,809 shares 2,809 $690K 0.08% -1,636 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: 12,521 shares; 2024Q4: 13,331 shares; 2025Q1: 13,331 shares; 2025Q2: 12,331 shares; 2025Q3: 10,838 shares 10,838 $689K 0.08% -1,493 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,719 shares; 2024Q4: 6,936 shares; 2025Q1: 7,148 shares; 2025Q2: 5,813 shares; 2025Q3: 5,352 shares 5,352 $687K 0.08% -461 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,872 shares; 2024Q4: 29,616 shares; 2025Q1: 30,156 shares; 2025Q2: 15,271 shares; 2025Q3: 15,491 shares 15,491 $682K 0.08% +220 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 7,015 shares; 2025Q1: 7,281 shares; 2025Q2: 7,416 shares; 2025Q3: 7,521 shares 7,521 $674K 0.08% +105 Timeline IBEX IBEX LTD More: the full row for IBEX 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: 16,410 shares; 2025Q3: 16,410 shares 16,410 $665K 0.08% 0 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: 2,201 shares; 2024Q4: 2,201 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares 2,201 $661K 0.07% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,583 shares; 2025Q1: 2,696 shares; 2025Q2: 2,750 shares; 2025Q3: 2,799 shares 2,799 $652K 0.07% +49 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,639 shares; 2024Q4: 7,695 shares; 2025Q1: 7,695 shares; 2025Q2: 8,297 shares; 2025Q3: 8,373 shares 8,373 $650K 0.07% +76 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,700 shares; 2025Q3: 11,360 shares 11,360 $647K 0.07% +1,660 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,423 shares 15,423 $645K 0.07% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,456 shares 6,456 $638K 0.07% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 4,055 shares; 2025Q1: 4,055 shares; 2025Q2: 4,055 shares; 2025Q3: 4,055 shares 4,055 $636K 0.07% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,652 shares 1,652 $623K 0.07% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,104 shares; 2024Q4: 5,884 shares; 2025Q1: 5,788 shares; 2025Q2: 5,671 shares; 2025Q3: 5,578 shares 5,578 $622K 0.07% -93 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 8,558 shares; 2025Q1: 10,791 shares; 2025Q2: 8,095 shares; 2025Q3: 8,095 shares 8,095 $620K 0.07% 0 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG 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: 69,014 shares 69,014 $618K 0.07% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,454 shares; 2025Q2: 3,454 shares; 2025Q3: 3,428 shares 3,428 $613K 0.07% -26 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: 3,969 shares; 2024Q4: 4,020 shares; 2025Q1: 3,970 shares; 2025Q2: 3,950 shares; 2025Q3: 3,976 shares 3,976 $611K 0.07% +26 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: 6,410 shares; 2024Q4: 6,055 shares; 2025Q1: 5,940 shares; 2025Q2: 5,910 shares; 2025Q3: 5,910 shares 5,910 $602K 0.07% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,200 shares; 2024Q4: 33,200 shares; 2025Q1: 33,200 shares; 2025Q2: 33,200 shares; 2025Q3: 13,200 shares 13,200 $592K 0.07% -20,000 Timeline SPIP 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: 22,466 shares; 2024Q4: 22,466 shares; 2025Q1: 22,466 shares; 2025Q2: 22,466 shares; 2025Q3: 22,466 shares 22,466 $591K 0.07% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,278 shares; 2025Q3: 5,278 shares 5,278 $589K 0.07% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,786 shares; 2025Q3: 2,786 shares 2,786 $588K 0.07% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 13,600 shares; 2025Q1: 13,600 shares; 2025Q2: 13,600 shares; 2025Q3: 12,600 shares 12,600 $587K 0.07% -1,000 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: 13,680 shares; 2024Q4: 13,984 shares; 2025Q1: 13,535 shares; 2025Q2: 13,423 shares; 2025Q3: 13,141 shares 13,141 $578K 0.07% -282 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: 7,245 shares; 2024Q4: 7,246 shares; 2025Q1: 7,347 shares; 2025Q2: 7,568 shares; 2025Q3: 7,569 shares 7,569 $571K 0.06% +1 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: 27,349 shares; 2024Q4: 26,485 shares; 2025Q1: 14,702 shares; 2025Q2: 13,462 shares; 2025Q3: 13,143 shares 13,143 $569K 0.06% -319 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 5,669 shares; 2025Q1: 5,875 shares; 2025Q2: 5,980 shares; 2025Q3: 6,065 shares 6,065 $569K 0.06% +85 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING 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: 57,671 shares 57,671 $565K 0.06% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,085 shares; 2025Q1: 5,995 shares; 2025Q2: 5,895 shares; 2025Q3: 5,775 shares 5,775 $557K 0.06% -120 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,474 shares; 2025Q3: 2,452 shares 2,452 $553K 0.06% -22 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,371 shares; 2025Q1: 1,985 shares; 2025Q2: 2,107 shares; 2025Q3: 1,788 shares 1,788 $552K 0.06% -319 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA 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: 33,336 shares 33,336 $552K 0.06% new 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: 14,216 shares; 2024Q4: 14,174 shares; 2025Q1: 14,191 shares; 2025Q2: 14,208 shares; 2025Q3: 14,226 shares 14,226 $545K 0.06% +18 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,516 shares; 2024Q4: 27,652 shares; 2025Q1: 28,034 shares; 2025Q2: 25,770 shares; 2025Q3: 11,709 shares 11,709 $544K 0.06% -14,061 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,395 shares; 2024Q4: 36,525 shares; 2025Q1: 37,905 shares; 2025Q2: 38,585 shares; 2025Q3: 38,975 shares 38,975 $536K 0.06% +390 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL 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: 3,811 shares 3,811 $535K 0.06% new Timeline SPMO 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: 4,362 shares; 2025Q3: 4,362 shares 4,362 $528K 0.06% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares 1,728 $518K 0.06% 0 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: not reported; 2025Q3: 8,660 shares 8,660 $512K 0.06% new Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 6,579 shares; 2025Q1: 6,579 shares; 2025Q2: 6,236 shares; 2025Q3: 4,339 shares 4,339 $507K 0.06% -1,897 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,033 shares; 2024Q4: 12,471 shares; 2025Q1: 13,081 shares; 2025Q2: 13,361 shares; 2025Q3: 13,581 shares 13,581 $501K 0.06% +220 Timeline XNTK 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: 1,722 shares; 2024Q4: 1,683 shares; 2025Q1: 1,760 shares; 2025Q2: 1,763 shares; 2025Q3: 1,824 shares 1,824 $497K 0.06% +61 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,501 shares; 2024Q4: 14,862 shares; 2025Q1: 15,129 shares; 2025Q2: 14,726 shares; 2025Q3: 14,861 shares 14,861 $496K 0.06% +135 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,876 shares 19,876 $495K 0.06% new Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,321 shares; 2024Q4: 14,828 shares; 2025Q1: 15,491 shares; 2025Q2: 15,819 shares; 2025Q3: 16,071 shares 16,071 $488K 0.06% +252 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: 5,423 shares; 2024Q4: 5,082 shares; 2025Q1: 4,905 shares; 2025Q2: 4,295 shares; 2025Q3: 4,267 shares 4,267 $486K 0.05% -28 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: 53,937 shares; 2024Q4: 53,405 shares; 2025Q1: 52,036 shares; 2025Q2: 24,886 shares; 2025Q3: 19,014 shares 19,014 $484K 0.05% -5,872 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,536 shares; 2025Q1: 2,136 shares; 2025Q2: 2,112 shares; 2025Q3: 1,637 shares 1,637 $470K 0.05% -475 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,211 shares; 2025Q2: 1,531 shares; 2025Q3: 1,854 shares 1,854 $470K 0.05% +323 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: 952 shares; 2024Q4: 682 shares; 2025Q1: 671 shares; 2025Q2: 674 shares; 2025Q3: 623 shares 623 $465K 0.05% -51 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 6,005 shares; 2025Q1: 5,371 shares; 2025Q2: 5,376 shares; 2025Q3: 5,381 shares 5,381 $455K 0.05% +5 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,637 shares; 2025Q1: 2,647 shares; 2025Q2: 2,618 shares; 2025Q3: 2,430 shares 2,430 $455K 0.05% -188 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,664 shares; 2025Q1: 2,767 shares; 2025Q2: 2,817 shares; 2025Q3: 4,777 shares 4,777 $453K 0.05% +1,960 Timeline INQQ 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: 27,759 shares; 2024Q4: 28,579 shares; 2025Q1: 34,498 shares; 2025Q2: 27,910 shares; 2025Q3: 28,814 shares 28,814 $449K 0.05% +904 Timeline HYBB 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: 12,490 shares; 2024Q4: 11,490 shares; 2025Q1: 11,490 shares; 2025Q2: 9,490 shares; 2025Q3: 9,490 shares 9,490 $449K 0.05% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 5,856 shares; 2025Q1: 6,079 shares; 2025Q2: 5,854 shares; 2025Q3: 5,946 shares 5,946 $447K 0.05% +92 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: 15,682 shares; 2024Q4: 15,037 shares; 2025Q1: 14,729 shares; 2025Q2: 14,795 shares; 2025Q3: 15,726 shares 15,726 $445K 0.05% +931 Timeline IFS INTERCORP FINL SVCS INC More: the full row for INTERCORP FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,779 shares; 2025Q3: 10,779 shares 10,779 $435K 0.05% 0 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: 11,789 shares; 2024Q4: 11,844 shares; 2025Q1: 3,855 shares; 2025Q2: 3,760 shares; 2025Q3: 3,763 shares 3,763 $431K 0.05% +3 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: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares 1,146 $429K 0.05% 0 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: 3,591 shares; 2024Q4: 3,531 shares; 2025Q1: 3,161 shares; 2025Q2: 2,936 shares; 2025Q3: 2,904 shares 2,904 $428K 0.05% -32 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: 833 shares; 2024Q4: 853 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares 854 $426K 0.05% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,185 shares; 2024Q4: 33,644 shares; 2025Q1: 152,095 shares; 2025Q2: 7,268 shares; 2025Q3: 4,253 shares 4,253 $426K 0.05% -3,015 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,614 shares 20,614 $417K 0.05% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,853 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,992 shares 25,992 $416K 0.05% new 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: 22,907 shares 22,907 $416K 0.05% 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: 2,991 shares; 2024Q4: 2,996 shares; 2025Q1: 2,971 shares; 2025Q2: 3,105 shares; 2025Q3: 3,075 shares 3,075 $412K 0.05% -30 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: 12,865 shares; 2025Q1: 8,377 shares; 2025Q2: 8,242 shares; 2025Q3: 7,762 shares 7,762 $410K 0.05% -480 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: 6,666 shares; 2024Q4: 6,516 shares; 2025Q1: 6,066 shares; 2025Q2: 5,883 shares; 2025Q3: 5,053 shares 5,053 $408K 0.05% -830 Timeline XMTR XOMETRY INC More: the full row for XOMETRY 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: 7,473 shares 7,473 $407K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,522 shares; 2025Q2: 1,437 shares; 2025Q3: 1,436 shares 1,436 $404K 0.05% -1 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: 5,385 shares; 2024Q4: 5,363 shares; 2025Q1: 5,323 shares; 2025Q2: 5,275 shares; 2025Q3: 5,429 shares 5,429 $404K 0.05% +154 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 4,961 shares; 2025Q1: 4,961 shares; 2025Q2: 4,724 shares; 2025Q3: 4,724 shares 4,724 $401K 0.05% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,039 shares 10,039 $396K 0.04% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; 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: 1,655 shares 1,655 $376K 0.04% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,423 shares; 2024Q4: 29,404 shares; 2025Q1: 29,404 shares; 2025Q2: 29,404 shares; 2025Q3: 8,831 shares 8,831 $373K 0.04% -20,573 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: 1,767 shares; 2024Q4: 1,768 shares; 2025Q1: 1,769 shares; 2025Q2: 1,765 shares; 2025Q3: 1,789 shares 1,789 $366K 0.04% +24 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,280 shares; 2025Q1: 12,404 shares; 2025Q2: 13,032 shares; 2025Q3: 13,249 shares 13,249 $364K 0.04% +217 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,350 shares; 2025Q1: not reported; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares 4,350 $357K 0.04% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,134 shares; 2025Q1: 17,298 shares; 2025Q2: 18,410 shares; 2025Q3: 18,705 shares 18,705 $357K 0.04% +295 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,463 shares; 2025Q1: 3,468 shares; 2025Q2: 3,474 shares; 2025Q3: 3,480 shares 3,480 $348K 0.04% +6 Timeline SPIN SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 8,290 shares; 2025Q2: 8,290 shares; 2025Q3: 10,922 shares 10,922 $345K 0.04% +2,632 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,353 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares 1,351 $344K 0.04% 0 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: 5,140 shares; 2024Q4: 5,160 shares; 2025Q1: 5,160 shares; 2025Q2: 4,711 shares; 2025Q3: 5,038 shares 5,038 $338K 0.04% +327 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: 8,801 shares; 2024Q4: 7,178 shares; 2025Q1: 6,985 shares; 2025Q2: 5,694 shares; 2025Q3: 5,395 shares 5,395 $336K 0.04% -299 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,203 shares; 2024Q4: 15,772 shares; 2025Q1: 16,028 shares; 2025Q2: 16,914 shares; 2025Q3: 17,219 shares 17,219 $334K 0.04% +305 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: 1,284 shares; 2024Q4: 1,334 shares; 2025Q1: 1,349 shares; 2025Q2: 1,409 shares; 2025Q3: 1,406 shares 1,406 $333K 0.04% -3 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 10,580 shares; 2025Q1: 8,920 shares; 2025Q2: 8,867 shares; 2025Q3: 3,957 shares 3,957 $333K 0.04% -4,910 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: 2,197 shares; 2024Q4: 2,209 shares; 2025Q1: 1,261 shares; 2025Q2: 454 shares; 2025Q3: 451 shares 451 $331K 0.04% -3 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,510 shares; 2025Q3: 4,674 shares 4,674 $331K 0.04% +164 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,312 shares 5,312 $324K 0.04% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,437 shares; 2025Q1: 1,496 shares; 2025Q2: 1,529 shares; 2025Q3: 1,530 shares 1,530 $324K 0.04% +1 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,504 shares 3,504 $323K 0.04% new 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: 6,800 shares; 2024Q4: 7,977 shares; 2025Q1: 7,400 shares; 2025Q2: 6,400 shares; 2025Q3: 5,900 shares 5,900 $319K 0.04% -500 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares 2,450 $314K 0.04% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,573 shares; 2025Q1: 3,584 shares; 2025Q2: 3,587 shares; 2025Q3: 3,589 shares 3,589 $312K 0.04% +2 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,559 shares; 2025Q1: 4,683 shares; 2025Q2: 4,727 shares; 2025Q3: 4,626 shares 4,626 $312K 0.04% -101 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: 3,293 shares; 2024Q4: 3,016 shares; 2025Q1: 2,756 shares; 2025Q2: 2,750 shares; 2025Q3: 2,241 shares 2,241 $312K 0.04% -509 Timeline RDZN ROADZEN INC More: the full row for ROADZEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 440,000 shares; 2025Q1: 360,000 shares; 2025Q2: 360,000 shares; 2025Q3: 360,000 shares 360,000 $311K 0.04% 0 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: 1,544 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares 1,613 $310K 0.04% 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: 846 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 872 shares; 2025Q3: 922 shares 922 $306K 0.03% +50 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 9,717 shares; 2025Q1: 9,717 shares; 2025Q2: 9,717 shares; 2025Q3: 9,717 shares 9,717 $305K 0.03% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares 6,300 $303K 0.03% 0 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: 6,214 shares; 2024Q4: 5,954 shares; 2025Q1: 5,784 shares; 2025Q2: 5,076 shares; 2025Q3: 4,953 shares 4,953 $303K 0.03% -123 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,425 shares; 2024Q4: 10,715 shares; 2025Q1: 10,677 shares; 2025Q2: 8,752 shares; 2025Q3: 8,752 shares 8,752 $301K 0.03% 0 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: 3,571 shares; 2024Q4: 3,810 shares; 2025Q1: 3,812 shares; 2025Q2: 3,389 shares; 2025Q3: 3,167 shares 3,167 $300K 0.03% -222 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,223 shares; 2025Q3: 8,223 shares 8,223 $296K 0.03% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,007 shares; 2024Q4: 30,007 shares; 2025Q1: 36,010 shares; 2025Q2: 36,010 shares; 2025Q3: 36,010 shares 36,010 $295K 0.03% 0 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares 1,975 $294K 0.03% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,597 shares; 2024Q4: 26,681 shares; 2025Q1: 26,776 shares; 2025Q2: 26,881 shares; 2025Q3: 26,081 shares 26,081 $293K 0.03% -800 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares 1,227 $293K 0.03% 0 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,690 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,379 shares 14,379 $292K 0.03% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: not reported; 2025Q1: 580 shares; 2025Q2: 455 shares; 2025Q3: 455 shares 455 $291K 0.03% 0 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: 421 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 361 shares 361 $287K 0.03% 0 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: 1,909 shares; 2024Q4: 1,920 shares; 2025Q1: 1,932 shares; 2025Q2: 2,050 shares; 2025Q3: 1,737 shares 1,737 $282K 0.03% -313 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,377 shares; 2025Q3: 3,377 shares 3,377 $279K 0.03% 0 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS 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: 7,162 shares 7,162 $278K 0.03% new Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,282 shares 18,282 $278K 0.03% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,845 shares 21,845 $277K 0.03% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 2,963 shares; 2025Q1: 2,961 shares; 2025Q2: 2,952 shares; 2025Q3: 3,017 shares 3,017 $276K 0.03% +65 Timeline Sandstorm Gold Ltd Sandstorm Gold Ltd More: the full row for Sandstorm Gold Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,975 shares 21,975 $275K 0.03% new CENX CENTURY ALUM CO More: the full row for CENTURY ALUM 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: 9,349 shares 9,349 $274K 0.03% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,507 shares 6,507 $273K 0.03% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,680 shares 50,680 $273K 0.03% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400 $270K 0.03% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,259 shares; 2025Q1: 3,265 shares; 2025Q2: 3,038 shares; 2025Q3: 3,044 shares 3,044 $270K 0.03% +6 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: 617 shares; 2024Q4: 617 shares; 2025Q1: 607 shares; 2025Q2: 579 shares; 2025Q3: 583 shares 583 $267K 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,330 shares; 2025Q3: 10,330 shares 10,330 $267K 0.03% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,066 shares; 2025Q2: 1,086 shares; 2025Q3: 1,073 shares 1,073 $265K 0.03% -13 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,490 shares; 2025Q3: 3,520 shares 3,520 $261K 0.03% +30 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares 4,343 $259K 0.03% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,333 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares 5,670 $258K 0.03% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $256K 0.03% 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: 1,608 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares 1,712 $250K 0.03% 0 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,572 shares; 2025Q3: 9,650 shares 9,650 $242K 0.03% +78 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: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 406 shares; 2025Q3: 406 shares 406 $242K 0.03% 0 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: 4,024 shares; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $240K 0.03% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,500 shares; 2025Q1: 4,800 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares 4,500 $239K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares 908 $237K 0.03% 0 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,670 shares; 2024Q4: 50,524 shares; 2025Q1: 50,629 shares; 2025Q2: 54,391 shares; 2025Q3: 56,208 shares 56,208 $234K 0.03% +1,817 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: not reported; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares; 2025Q2: 2,216 shares; 2025Q3: 2,216 shares 2,216 $230K 0.03% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,345 shares 4,345 $227K 0.03% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,783 shares; 2024Q4: 4,783 shares; 2025Q1: 4,583 shares; 2025Q2: 4,552 shares; 2025Q3: 4,552 shares 4,552 $220K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,282 shares; 2025Q3: 1,192 shares 1,192 $219K 0.02% -90 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,110 shares; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,663 shares 1,663 $218K 0.02% -3 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,620 shares; 2025Q3: 5,636 shares 5,636 $217K 0.02% +16 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,541 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares 1,541 $217K 0.02% 0 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: 833 shares; 2024Q4: 833 shares; 2025Q1: not reported; 2025Q2: 833 shares; 2025Q3: 833 shares 833 $217K 0.02% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 959 shares 959 $214K 0.02% new Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,740 shares 3,740 $211K 0.02% new Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT 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: not reported; 2025Q3: 1,106 shares 1,106 $209K 0.02% new 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: 5,188 shares; 2024Q4: 5,208 shares; 2025Q1: 5,209 shares; 2025Q2: 5,210 shares; 2025Q3: 4,611 shares 4,611 $208K 0.02% -599 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,002 shares 8,002 $205K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,346 shares 6,346 $203K 0.02% new Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,950 shares; 2024Q4: 11,950 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares 12,250 $164K 0.02% 0 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $30K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $12K <0.01% 0 Timeline DFSCW KWESST MICRO SYSTEMS INC More: the full row for KWESST MICRO SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares 35,000 $1.51K <0.01% 0 Timeline