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: 308,775 shares; 2024Q4: 308,929 shares; 2025Q1: 287,943 shares; 2025Q2: 293,761 shares; 2025Q3: 292,732 shares 292,732 $74.5M 5.12% -1,029 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: 86,981 shares; 2024Q4: 90,318 shares; 2025Q1: 91,747 shares; 2025Q2: 94,120 shares; 2025Q3: 92,579 shares 92,579 $48M 3.3% -1,541 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198,154 shares; 2024Q4: 1,307,356 shares; 2025Q1: 1,409,703 shares; 2025Q2: 1,710,809 shares; 2025Q3: 1,802,697 shares 1,802,697 $43.8M 3.01% +91,888 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: 215,789 shares; 2024Q4: 228,235 shares; 2025Q1: 231,566 shares; 2025Q2: 238,400 shares; 2025Q3: 232,593 shares 232,593 $43.2M 2.97% -5,807 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599,171 shares; 2024Q4: 2,024,550 shares; 2025Q1: 2,082,429 shares; 2025Q2: 1,827,757 shares; 2025Q3: 1,644,079 shares 1,644,079 $41.4M 2.85% -183,678 IBDS 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: 961,816 shares; 2024Q4: 1,043,419 shares; 2025Q1: 1,159,837 shares; 2025Q2: 1,319,610 shares; 2025Q3: 1,460,296 shares 1,460,296 $35.5M 2.44% +140,686 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806,748 shares; 2024Q4: 863,127 shares; 2025Q1: 952,148 shares; 2025Q2: 1,100,626 shares; 2025Q3: 1,205,249 shares 1,205,249 $30.8M 2.11% +104,623 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772,233 shares; 2024Q4: 797,312 shares; 2025Q1: 822,842 shares; 2025Q2: 851,230 shares; 2025Q3: 868,694 shares 868,694 $29M 2% +17,464 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: 334,004 shares; 2024Q4: 976,078 shares; 2025Q1: 956,160 shares; 2025Q2: 957,527 shares; 2025Q3: 977,104 shares 977,104 $25.7M 1.77% +19,577 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: 73,321 shares; 2024Q4: 75,398 shares; 2025Q1: 70,979 shares; 2025Q2: 77,341 shares; 2025Q3: 77,850 shares 77,850 $25.5M 1.76% +509 Timeline IBDU 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: 676,437 shares; 2024Q4: 716,958 shares; 2025Q1: 817,229 shares; 2025Q2: 944,550 shares; 2025Q3: 1,037,961 shares 1,037,961 $24.4M 1.67% +93,411 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,713 shares; 2024Q4: 39,666 shares; 2025Q1: 38,856 shares; 2025Q2: 38,596 shares; 2025Q3: 38,681 shares 38,681 $23.7M 1.63% +85 Timeline IBDV 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: 646,385 shares; 2024Q4: 687,539 shares; 2025Q1: 757,598 shares; 2025Q2: 892,440 shares; 2025Q3: 987,630 shares 987,630 $21.9M 1.5% +95,190 Timeline IBDW 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: 651,055 shares; 2024Q4: 696,080 shares; 2025Q1: 770,502 shares; 2025Q2: 885,244 shares; 2025Q3: 954,062 shares 954,062 $20.2M 1.39% +68,818 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: 63,751 shares; 2024Q4: 62,640 shares; 2025Q1: 62,344 shares; 2025Q2: 63,459 shares; 2025Q3: 64,131 shares 64,131 $20.2M 1.39% +672 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: 87,224 shares; 2024Q4: 86,535 shares; 2025Q1: 87,401 shares; 2025Q2: 89,856 shares; 2025Q3: 89,685 shares 89,685 $19.7M 1.35% -171 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: 49,861 shares; 2024Q4: 52,588 shares; 2025Q1: 50,996 shares; 2025Q2: 64,337 shares; 2025Q3: 58,407 shares 58,407 $19.3M 1.32% -5,930 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: 26,968 shares; 2024Q4: 27,188 shares; 2025Q1: 26,056 shares; 2025Q2: 25,733 shares; 2025Q3: 25,530 shares 25,530 $19.1M 1.31% -203 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: 91,709 shares; 2024Q4: 93,046 shares; 2025Q1: 91,598 shares; 2025Q2: 87,969 shares; 2025Q3: 87,596 shares 87,596 $18.9M 1.3% -373 Timeline IBDX 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: 299,033 shares; 2025Q1: 543,273 shares; 2025Q2: 657,139 shares; 2025Q3: 722,066 shares 722,066 $18.5M 1.27% +64,927 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,786 shares; 2024Q4: 30,919 shares; 2025Q1: 30,353 shares; 2025Q2: 30,150 shares; 2025Q3: 29,985 shares 29,985 $18M 1.24% -165 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: 27,564 shares; 2024Q4: 29,417 shares; 2025Q1: 29,197 shares; 2025Q2: 23,384 shares; 2025Q3: 22,828 shares 22,828 $17.4M 1.2% -556 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,512 shares; 2024Q4: 44,481 shares; 2025Q1: 38,457 shares; 2025Q2: 35,216 shares; 2025Q3: 35,078 shares 35,078 $15.6M 1.07% -138 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: 65,226 shares; 2024Q4: 65,406 shares; 2025Q1: 64,781 shares; 2025Q2: 62,594 shares; 2025Q3: 62,536 shares 62,536 $15.2M 1.05% -58 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: 205,749 shares; 2024Q4: 213,558 shares; 2025Q1: 217,311 shares; 2025Q2: 213,726 shares; 2025Q3: 198,587 shares 198,587 $14.6M 1% -15,139 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: 33,998 shares; 2024Q4: 35,467 shares; 2025Q1: 35,793 shares; 2025Q2: 35,771 shares; 2025Q3: 35,263 shares 35,263 $14.3M 0.98% -508 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: 199,522 shares; 2024Q4: 632,566 shares; 2025Q1: 547,465 shares; 2025Q2: 528,070 shares; 2025Q3: 520,986 shares 520,986 $14.2M 0.98% -7,084 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: 66,527 shares; 2024Q4: 57,844 shares; 2025Q1: 57,225 shares; 2025Q2: 307,849 shares; 2025Q3: 302,950 shares 302,950 $13.7M 0.94% -4,899 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: 17,827 shares; 2024Q4: 17,851 shares; 2025Q1: 19,396 shares; 2025Q2: 19,786 shares; 2025Q3: 19,816 shares 19,816 $13.2M 0.91% +30 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: 81,374 shares; 2024Q4: 82,711 shares; 2025Q1: 70,119 shares; 2025Q2: 70,743 shares; 2025Q3: 70,595 shares 70,595 $13.1M 0.9% -148 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: 89,396 shares; 2024Q4: 90,502 shares; 2025Q1: 84,784 shares; 2025Q2: 86,533 shares; 2025Q3: 83,614 shares 83,614 $12.8M 0.88% -2,919 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,718 shares; 2024Q4: 39,733 shares; 2025Q1: 40,898 shares; 2025Q2: 42,811 shares; 2025Q3: 44,079 shares 44,079 $12.4M 0.85% +1,268 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: 57,376 shares; 2024Q4: 58,812 shares; 2025Q1: 54,853 shares; 2025Q2: 54,935 shares; 2025Q3: 53,429 shares 53,429 $12.4M 0.85% -1,506 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: 40,277 shares; 2024Q4: 42,710 shares; 2025Q1: 42,487 shares; 2025Q2: 48,678 shares; 2025Q3: 49,866 shares 49,866 $12.1M 0.83% +1,188 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: 24,835 shares; 2024Q4: 25,060 shares; 2025Q1: 25,044 shares; 2025Q2: 25,232 shares; 2025Q3: 24,713 shares 24,713 $11.5M 0.79% -519 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: 22,590 shares; 2024Q4: 22,213 shares; 2025Q1: 22,156 shares; 2025Q2: 22,351 shares; 2025Q3: 22,469 shares 22,469 $10.5M 0.72% +118 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: 96,187 shares; 2024Q4: 102,556 shares; 2025Q1: 101,451 shares; 2025Q2: 98,725 shares; 2025Q3: 99,451 shares 99,451 $10.2M 0.7% +726 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: 174,283 shares; 2024Q4: 172,195 shares; 2025Q1: 156,298 shares; 2025Q2: 152,321 shares; 2025Q3: 150,071 shares 150,071 $10.2M 0.7% -2,250 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: 19,165 shares; 2024Q4: 19,082 shares; 2025Q1: 18,733 shares; 2025Q2: 18,965 shares; 2025Q3: 18,995 shares 18,995 $9.55M 0.66% +30 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: 10,235 shares; 2024Q4: 10,314 shares; 2025Q1: 10,804 shares; 2025Q2: 12,699 shares; 2025Q3: 12,746 shares 12,746 $9.36M 0.64% +47 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,566 shares 114,566 $9.29M 0.64% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,792 shares; 2024Q4: 31,849 shares; 2025Q1: 31,561 shares; 2025Q2: 31,082 shares; 2025Q3: 31,839 shares 31,839 $8.98M 0.62% +757 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: 91,922 shares; 2024Q4: 94,033 shares; 2025Q1: 92,134 shares; 2025Q2: 94,829 shares; 2025Q3: 91,383 shares 91,383 $8.66M 0.6% -3,446 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,529 shares; 2024Q4: 65,492 shares; 2025Q1: 63,771 shares; 2025Q2: 60,894 shares; 2025Q3: 59,706 shares 59,706 $8.42M 0.58% -1,188 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: 28,364 shares; 2024Q4: 29,523 shares; 2025Q1: 29,180 shares; 2025Q2: 29,665 shares; 2025Q3: 29,327 shares 29,327 $8.28M 0.57% -338 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: 250,262 shares; 2024Q4: 252,162 shares; 2025Q1: 247,844 shares; 2025Q2: 245,944 shares; 2025Q3: 245,944 shares 245,944 $7.69M 0.53% 0 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: 67,028 shares; 2024Q4: 69,575 shares; 2025Q1: 62,532 shares; 2025Q2: 63,660 shares; 2025Q3: 66,504 shares 66,504 $7.5M 0.52% +2,844 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: 116,788 shares; 2024Q4: 120,395 shares; 2025Q1: 118,266 shares; 2025Q2: 114,682 shares; 2025Q3: 112,869 shares 112,869 $7.49M 0.51% -1,813 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: 24,211 shares; 2024Q4: 36,329 shares; 2025Q1: 37,255 shares; 2025Q2: 43,124 shares; 2025Q3: 44,674 shares 44,674 $7.48M 0.51% +1,550 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: 23,464 shares; 2024Q4: 21,039 shares; 2025Q1: 21,179 shares; 2025Q2: 20,899 shares; 2025Q3: 21,411 shares 21,411 $7.31M 0.5% +512 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: 28,591 shares; 2024Q4: 24,230 shares; 2025Q1: 23,182 shares; 2025Q2: 23,136 shares; 2025Q3: 22,555 shares 22,555 $6.85M 0.47% -581 Timeline IBTG 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: 241,272 shares; 2025Q3: 291,746 shares 291,746 $6.7M 0.46% +50,474 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,071 shares; 2024Q4: 50,712 shares; 2025Q1: 58,665 shares; 2025Q2: 58,792 shares; 2025Q3: 59,578 shares 59,578 $6.65M 0.46% +786 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: 22,778 shares; 2024Q4: 22,690 shares; 2025Q1: 23,420 shares; 2025Q2: 23,433 shares; 2025Q3: 23,643 shares 23,643 $6.65M 0.46% +210 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: 44,821 shares; 2024Q4: 44,150 shares; 2025Q1: 41,216 shares; 2025Q2: 41,611 shares; 2025Q3: 40,396 shares 40,396 $6.55M 0.45% -1,215 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: not reported; 2024Q4: not reported; 2025Q1: 50,607 shares; 2025Q2: 186,103 shares; 2025Q3: 280,659 shares 280,659 $6.53M 0.45% +94,556 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,643 shares; 2024Q4: 66,240 shares; 2025Q1: 68,036 shares; 2025Q2: 72,168 shares; 2025Q3: 74,672 shares 74,672 $6.51M 0.45% +2,504 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: 89,105 shares; 2024Q4: 90,335 shares; 2025Q1: 85,762 shares; 2025Q2: 85,515 shares; 2025Q3: 85,459 shares 85,459 $6.36M 0.44% -56 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: 31,311 shares; 2024Q4: 33,033 shares; 2025Q1: 33,117 shares; 2025Q2: 43,915 shares; 2025Q3: 42,074 shares 42,074 $5.91M 0.41% -1,841 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: 41,210 shares; 2024Q4: 38,969 shares; 2025Q1: 35,431 shares; 2025Q2: 37,296 shares; 2025Q3: 37,632 shares 37,632 $5.84M 0.4% +336 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,653 shares; 2024Q4: 14,685 shares; 2025Q1: 15,017 shares; 2025Q2: 16,020 shares; 2025Q3: 16,326 shares 16,326 $5.8M 0.4% +306 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,229 shares; 2024Q4: 63,499 shares; 2025Q1: 62,323 shares; 2025Q2: 59,761 shares; 2025Q3: 59,398 shares 59,398 $5.73M 0.39% -363 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: 51,610 shares; 2024Q4: 51,990 shares; 2025Q1: 53,957 shares; 2025Q2: 63,089 shares; 2025Q3: 63,782 shares 63,782 $5.35M 0.37% +693 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,252 shares; 2024Q4: 13,717 shares; 2025Q1: 13,863 shares; 2025Q2: 14,455 shares; 2025Q3: 14,590 shares 14,590 $5.33M 0.37% +135 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,229 shares; 2024Q4: 56,925 shares; 2025Q1: 59,117 shares; 2025Q2: 63,475 shares; 2025Q3: 68,035 shares 68,035 $5.33M 0.37% +4,560 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,811 shares; 2024Q4: 40,926 shares; 2025Q1: 40,814 shares; 2025Q2: 39,901 shares; 2025Q3: 39,901 shares 39,901 $5.23M 0.36% 0 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: 6,107 shares; 2024Q4: 5,987 shares; 2025Q1: 5,883 shares; 2025Q2: 5,645 shares; 2025Q3: 5,653 shares 5,653 $5.23M 0.36% +8 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 66,716 shares; 2025Q3: 66,696 shares 66,696 $5.14M 0.35% -20 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: 29,319 shares; 2024Q4: 29,400 shares; 2025Q1: 28,073 shares; 2025Q2: 27,433 shares; 2025Q3: 27,267 shares 27,267 $5.09M 0.35% -166 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,408 shares; 2024Q4: 11,927 shares; 2025Q1: 11,715 shares; 2025Q2: 10,500 shares; 2025Q3: 10,412 shares 10,412 $4.97M 0.34% -88 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,462 shares; 2024Q4: 87,695 shares; 2025Q1: 89,702 shares; 2025Q2: 105,336 shares; 2025Q3: 109,903 shares 109,903 $4.9M 0.34% +4,567 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: 44,765 shares; 2024Q4: 48,095 shares; 2025Q1: 49,515 shares; 2025Q2: 55,362 shares; 2025Q3: 33,670 shares 33,670 $4.69M 0.32% -21,692 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,553 shares; 2024Q4: 74,058 shares; 2025Q1: 71,417 shares; 2025Q2: 71,852 shares; 2025Q3: 69,929 shares 69,929 $4.62M 0.32% -1,923 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 13,224 shares; 2025Q1: 13,586 shares; 2025Q2: 13,752 shares; 2025Q3: 13,533 shares 13,533 $4.61M 0.32% -219 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; 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: 146,253 shares 146,253 $4.51M 0.31% new Timeline ISHARES TR 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: 27,702 shares; 2024Q4: 296,858 shares; 2025Q1: 447,972 shares; 2025Q2: 237,830 shares; 2025Q3: 191,032 shares 191,032 $4.46M 0.31% -46,798 VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,385 shares; 2024Q4: 10,304 shares; 2025Q1: 9,451 shares; 2025Q2: 9,289 shares; 2025Q3: 9,191 shares 9,191 $4.41M 0.3% -98 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: 39,575 shares; 2024Q4: 39,347 shares; 2025Q1: 40,842 shares; 2025Q2: 43,418 shares; 2025Q3: 43,360 shares 43,360 $4.35M 0.3% -58 Timeline IBMO 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: 141,144 shares; 2024Q4: 140,526 shares; 2025Q1: 157,368 shares; 2025Q2: 205,621 shares; 2025Q3: 168,784 shares 168,784 $4.33M 0.3% -36,837 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: 15,805 shares; 2024Q4: 11,742 shares; 2025Q1: 11,234 shares; 2025Q2: 13,157 shares; 2025Q3: 13,013 shares 13,013 $4.32M 0.3% -144 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: 24,295 shares; 2024Q4: 23,995 shares; 2025Q1: 34,563 shares; 2025Q2: 44,887 shares; 2025Q3: 49,045 shares 49,045 $4.28M 0.29% +4,158 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: 11,474 shares; 2024Q4: 12,820 shares; 2025Q1: 13,213 shares; 2025Q2: 15,869 shares; 2025Q3: 16,697 shares 16,697 $4.12M 0.28% +828 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,554 shares; 2024Q4: 133,828 shares; 2025Q1: 146,480 shares; 2025Q2: 163,749 shares; 2025Q3: 141,043 shares 141,043 $3.78M 0.26% -22,706 QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,798 shares; 2024Q4: 23,876 shares; 2025Q1: 24,186 shares; 2025Q2: 23,121 shares; 2025Q3: 22,671 shares 22,671 $3.77M 0.26% -450 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: 15,792 shares; 2024Q4: 15,226 shares; 2025Q1: 15,036 shares; 2025Q2: 15,086 shares; 2025Q3: 14,335 shares 14,335 $3.72M 0.26% -751 Timeline IBMP 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: 108,698 shares; 2024Q4: 108,224 shares; 2025Q1: 121,869 shares; 2025Q2: 154,864 shares; 2025Q3: 145,721 shares 145,721 $3.71M 0.26% -9,143 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: 70,185 shares; 2024Q4: 71,130 shares; 2025Q1: 74,754 shares; 2025Q2: 72,101 shares; 2025Q3: 71,868 shares 71,868 $3.71M 0.25% -233 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: 5,556 shares; 2024Q4: 5,463 shares; 2025Q1: 5,204 shares; 2025Q2: 5,464 shares; 2025Q3: 5,474 shares 5,474 $3.66M 0.25% +10 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,111 shares; 2024Q4: 29,350 shares; 2025Q1: 29,943 shares; 2025Q2: 33,534 shares; 2025Q3: 35,725 shares 35,725 $3.59M 0.25% +2,191 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,435 shares; 2024Q4: 40,571 shares; 2025Q1: 43,289 shares; 2025Q2: 45,534 shares; 2025Q3: 46,791 shares 46,791 $3.59M 0.25% +1,257 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,889 shares; 2024Q4: 47,901 shares; 2025Q1: 47,269 shares; 2025Q2: 46,807 shares; 2025Q3: 46,766 shares 46,766 $3.58M 0.25% -41 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: 46,288 shares; 2024Q4: 47,086 shares; 2025Q1: 48,606 shares; 2025Q2: 49,366 shares; 2025Q3: 47,457 shares 47,457 $3.58M 0.25% -1,909 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 13,873 shares; 2025Q1: 14,049 shares; 2025Q2: 14,335 shares; 2025Q3: 14,547 shares 14,547 $3.52M 0.24% +212 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: 15,187 shares; 2024Q4: 15,284 shares; 2025Q1: 15,353 shares; 2025Q2: 18,319 shares; 2025Q3: 18,972 shares 18,972 $3.49M 0.24% +653 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: 4,924 shares; 2024Q4: 8,026 shares; 2025Q1: 8,276 shares; 2025Q2: 8,931 shares; 2025Q3: 9,384 shares 9,384 $3.47M 0.24% +453 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: 14,182 shares; 2024Q4: 17,509 shares; 2025Q1: 17,740 shares; 2025Q2: 21,620 shares; 2025Q3: 23,402 shares 23,402 $3.38M 0.23% +1,782 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: 132,887 shares; 2024Q4: 124,716 shares; 2025Q1: 119,685 shares; 2025Q2: 119,171 shares; 2025Q3: 118,927 shares 118,927 $3.37M 0.23% -244 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,860 shares; 2024Q4: 30,589 shares; 2025Q1: 28,849 shares; 2025Q2: 27,952 shares; 2025Q3: 26,556 shares 26,556 $3.3M 0.23% -1,396 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,540 shares; 2024Q4: 10,811 shares; 2025Q1: 10,127 shares; 2025Q2: 27,134 shares; 2025Q3: 29,562 shares 29,562 $3.28M 0.23% +2,428 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: 27,243 shares; 2024Q4: 28,289 shares; 2025Q1: 24,888 shares; 2025Q2: 25,072 shares; 2025Q3: 24,341 shares 24,341 $3.26M 0.22% -731 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,763 shares; 2024Q4: 31,706 shares; 2025Q1: 33,091 shares; 2025Q2: 33,656 shares; 2025Q3: 34,071 shares 34,071 $3.24M 0.22% +415 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: 42,991 shares; 2024Q4: 44,862 shares; 2025Q1: 44,164 shares; 2025Q2: 46,508 shares; 2025Q3: 47,357 shares 47,357 $3.24M 0.22% +849 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,323 shares; 2024Q4: 14,251 shares; 2025Q1: 13,122 shares; 2025Q2: 13,010 shares; 2025Q3: 12,659 shares 12,659 $3.18M 0.22% -351 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,606 shares; 2024Q4: 65,540 shares; 2025Q1: 66,710 shares; 2025Q2: 49,418 shares; 2025Q3: 48,773 shares 48,773 $3.09M 0.21% -645 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,940 shares; 2024Q4: 25,026 shares; 2025Q1: 29,431 shares; 2025Q2: 33,332 shares; 2025Q3: 34,333 shares 34,333 $3.08M 0.21% +1,001 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,796 shares; 2025Q1: 16,451 shares; 2025Q2: 12,967 shares; 2025Q3: 12,842 shares 12,842 $3.03M 0.21% -125 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW 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: 39,293 shares; 2025Q3: 39,293 shares 39,293 $2.92M 0.2% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 16,342 shares; 2025Q1: 16,491 shares; 2025Q2: 16,811 shares; 2025Q3: 16,894 shares 16,894 $2.92M 0.2% +83 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 10,664 shares; 2025Q1: 10,615 shares; 2025Q2: 9,848 shares; 2025Q3: 9,777 shares 9,777 $2.87M 0.2% -71 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,681 shares; 2025Q1: 21,598 shares; 2025Q2: 21,455 shares; 2025Q3: 21,427 shares 21,427 $2.87M 0.2% -28 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,571 shares; 2025Q1: 3,644 shares; 2025Q2: 14,218 shares; 2025Q3: 15,526 shares 15,526 $2.77M 0.19% +1,308 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: 22,190 shares; 2024Q4: 22,501 shares; 2025Q1: 22,416 shares; 2025Q2: 21,958 shares; 2025Q3: 21,911 shares 21,911 $2.71M 0.19% -47 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 7,248 shares; 2025Q1: 7,363 shares; 2025Q2: 29,539 shares; 2025Q3: 32,277 shares 32,277 $2.71M 0.19% +2,738 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: 10,210 shares; 2025Q1: 10,542 shares; 2025Q2: 13,738 shares; 2025Q3: 15,188 shares 15,188 $2.67M 0.18% +1,450 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 15,618 shares; 2025Q1: 16,836 shares; 2025Q2: 30,666 shares; 2025Q3: 32,895 shares 32,895 $2.65M 0.18% +2,229 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: 9,760 shares; 2024Q4: 9,601 shares; 2025Q1: 9,280 shares; 2025Q2: 9,312 shares; 2025Q3: 8,996 shares 8,996 $2.64M 0.18% -316 Timeline IBMQ 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: 80,981 shares; 2024Q4: 80,919 shares; 2025Q1: 88,754 shares; 2025Q2: 112,390 shares; 2025Q3: 102,895 shares 102,895 $2.64M 0.18% -9,495 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,356 shares; 2024Q4: 21,390 shares; 2025Q1: 21,771 shares; 2025Q2: 23,072 shares; 2025Q3: 22,734 shares 22,734 $2.56M 0.18% -338 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: 4,359 shares; 2024Q4: 4,252 shares; 2025Q1: 4,178 shares; 2025Q2: 5,229 shares; 2025Q3: 5,183 shares 5,183 $2.51M 0.17% -46 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 7,201 shares; 2025Q1: 7,361 shares; 2025Q2: 5,647 shares; 2025Q3: 5,699 shares 5,699 $2.43M 0.17% +52 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: 45,614 shares; 2024Q4: 45,614 shares; 2025Q1: 45,517 shares; 2025Q2: 45,627 shares; 2025Q3: 45,627 shares 45,627 $2.42M 0.17% 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: 8,609 shares; 2024Q4: 8,736 shares; 2025Q1: 8,798 shares; 2025Q2: 8,965 shares; 2025Q3: 8,997 shares 8,997 $2.35M 0.16% +32 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,340 shares; 2024Q4: 48,286 shares; 2025Q1: 48,286 shares; 2025Q2: 48,622 shares; 2025Q3: 54,716 shares 54,716 $2.32M 0.16% +6,094 Timeline BYRN BYRNA TECHNOLOGIES INC More: the full row for BYRNA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,380 shares; 2024Q4: 106,735 shares; 2025Q1: 102,085 shares; 2025Q2: 102,135 shares; 2025Q3: 102,610 shares 102,610 $2.27M 0.16% +475 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,958 shares; 2024Q4: 16,939 shares; 2025Q1: 14,617 shares; 2025Q2: 13,298 shares; 2025Q3: 13,023 shares 13,023 $2.27M 0.16% -275 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,062 shares; 2024Q4: 266,216 shares; 2025Q1: 230,459 shares; 2025Q2: 221,829 shares; 2025Q3: 222,221 shares 222,221 $2.22M 0.15% +392 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: 69,648 shares; 2024Q4: 57,708 shares; 2025Q1: 53,993 shares; 2025Q2: 54,880 shares; 2025Q3: 50,305 shares 50,305 $2.21M 0.15% -4,575 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: 57,763 shares; 2024Q4: 54,441 shares; 2025Q1: 50,737 shares; 2025Q2: 50,322 shares; 2025Q3: 45,044 shares 45,044 $2.2M 0.15% -5,278 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,756 shares; 2025Q1: 1,803 shares; 2025Q2: 1,891 shares; 2025Q3: 1,783 shares 1,783 $2.14M 0.15% -108 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,051 shares; 2024Q4: 23,909 shares; 2025Q1: 22,814 shares; 2025Q2: 21,412 shares; 2025Q3: 20,659 shares 20,659 $2.13M 0.15% -753 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,937 shares; 2024Q4: 30,900 shares; 2025Q1: 37,855 shares; 2025Q2: 42,272 shares; 2025Q3: 37,005 shares 37,005 $2.13M 0.15% -5,267 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: 3,631 shares; 2024Q4: 7,040 shares; 2025Q1: 7,188 shares; 2025Q2: 9,459 shares; 2025Q3: 10,144 shares 10,144 $2.07M 0.14% +685 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: 28,458 shares; 2024Q4: 28,458 shares; 2025Q1: 28,458 shares; 2025Q2: 28,562 shares; 2025Q3: 28,358 shares 28,358 $2.06M 0.14% -204 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: 38,486 shares; 2024Q4: 38,035 shares; 2025Q1: 37,769 shares; 2025Q2: 39,888 shares; 2025Q3: 40,375 shares 40,375 $2.04M 0.14% +487 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 1,677 shares; 2025Q1: 3,400 shares; 2025Q2: 4,472 shares; 2025Q3: 4,596 shares 4,596 $2M 0.14% +124 Timeline PFF 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: 72,787 shares; 2024Q4: 68,679 shares; 2025Q1: 66,725 shares; 2025Q2: 64,876 shares; 2025Q3: 63,078 shares 63,078 $1.99M 0.14% -1,798 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,503 shares; 2025Q3: 27,506 shares 27,506 $1.89M 0.13% +3,003 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,537 shares; 2025Q3: 7,858 shares 7,858 $1.89M 0.13% +1,321 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: 137,132 shares; 2024Q4: 114,505 shares; 2025Q1: 107,621 shares; 2025Q2: 79,168 shares; 2025Q3: 92,216 shares 92,216 $1.88M 0.13% +13,048 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,676 shares; 2024Q4: 31,517 shares; 2025Q1: 31,154 shares; 2025Q2: 30,351 shares; 2025Q3: 29,342 shares 29,342 $1.83M 0.13% -1,009 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: 3,984 shares; 2024Q4: 3,984 shares; 2025Q1: 3,984 shares; 2025Q2: 3,995 shares; 2025Q3: 3,986 shares 3,986 $1.82M 0.13% -9 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 8,877 shares; 2025Q1: 8,941 shares; 2025Q2: 8,959 shares; 2025Q3: 8,242 shares 8,242 $1.82M 0.13% -717 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,603 shares; 2025Q1: 3,673 shares; 2025Q2: 3,647 shares; 2025Q3: 3,586 shares 3,586 $1.79M 0.12% -61 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: 7,298 shares; 2024Q4: 5,013 shares; 2025Q1: 4,706 shares; 2025Q2: 3,555 shares; 2025Q3: 5,034 shares 5,034 $1.74M 0.12% +1,479 Timeline IBMR 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: 68,506 shares; 2024Q4: 68,672 shares; 2025Q1: 74,671 shares; 2025Q2: 77,309 shares; 2025Q3: 67,740 shares 67,740 $1.73M 0.12% -9,569 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,006 shares; 2024Q4: 13,931 shares; 2025Q1: 13,853 shares; 2025Q2: 13,854 shares; 2025Q3: 13,854 shares 13,854 $1.67M 0.11% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 10,738 shares; 2025Q1: 13,737 shares; 2025Q2: 21,130 shares; 2025Q3: 25,361 shares 25,361 $1.65M 0.11% +4,231 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,464 shares; 2024Q4: 9,163 shares; 2025Q1: 8,100 shares; 2025Q2: 7,975 shares; 2025Q3: 8,063 shares 8,063 $1.64M 0.11% +88 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 15,999 shares; 2025Q1: 19,208 shares; 2025Q2: 10,444 shares; 2025Q3: 9,672 shares 9,672 $1.62M 0.11% -772 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,724 shares; 2025Q1: 11,703 shares; 2025Q2: 10,350 shares; 2025Q3: 10,606 shares 10,606 $1.6M 0.11% +256 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,461 shares; 2024Q4: 8,721 shares; 2025Q1: 8,769 shares; 2025Q2: 8,659 shares; 2025Q3: 7,479 shares 7,479 $1.57M 0.11% -1,180 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,469 shares; 2025Q1: 1,443 shares; 2025Q2: 1,460 shares; 2025Q3: 1,347 shares 1,347 $1.57M 0.11% -113 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: 14,344 shares; 2024Q4: 12,113 shares; 2025Q1: 12,534 shares; 2025Q2: 17,980 shares; 2025Q3: 18,384 shares 18,384 $1.55M 0.11% +404 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.1% 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: 6,834 shares; 2024Q4: 6,703 shares; 2025Q1: 5,234 shares; 2025Q2: 5,263 shares; 2025Q3: 4,890 shares 4,890 $1.47M 0.1% -373 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,533 shares; 2024Q4: 32,488 shares; 2025Q1: 30,708 shares; 2025Q2: 30,370 shares; 2025Q3: 29,700 shares 29,700 $1.45M 0.1% -670 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 3,937 shares; 2025Q1: 3,901 shares; 2025Q2: 3,727 shares; 2025Q3: 3,651 shares 3,651 $1.45M 0.1% -76 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: 10,656 shares; 2024Q4: 10,670 shares; 2025Q1: 10,185 shares; 2025Q2: 10,119 shares; 2025Q3: 10,061 shares 10,061 $1.43M 0.1% -58 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,436 shares; 2025Q1: 3,530 shares; 2025Q2: 3,624 shares; 2025Q3: 3,629 shares 3,629 $1.42M 0.1% +5 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: 12,486 shares; 2024Q4: 7,344 shares; 2025Q1: 6,325 shares; 2025Q2: 5,876 shares; 2025Q3: 5,889 shares 5,889 $1.4M 0.1% +13 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 2,390 shares; 2025Q1: 2,387 shares; 2025Q2: 1,992 shares; 2025Q3: 1,781 shares 1,781 $1.39M 0.1% -211 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: 15,677 shares; 2024Q4: 8,904 shares; 2025Q1: 8,688 shares; 2025Q2: 8,996 shares; 2025Q3: 9,320 shares 9,320 $1.36M 0.09% +324 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: 15,225 shares; 2024Q4: 15,168 shares; 2025Q1: 13,633 shares; 2025Q2: 12,332 shares; 2025Q3: 11,878 shares 11,878 $1.36M 0.09% -454 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: 4,252 shares; 2024Q4: 4,622 shares; 2025Q1: 4,848 shares; 2025Q2: 5,030 shares; 2025Q3: 4,853 shares 4,853 $1.36M 0.09% -177 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: 2,044 shares; 2024Q4: 2,227 shares; 2025Q1: 2,229 shares; 2025Q2: 2,443 shares; 2025Q3: 2,403 shares 2,403 $1.35M 0.09% -40 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: 3,549 shares; 2024Q4: 3,587 shares; 2025Q1: 3,651 shares; 2025Q2: 3,667 shares; 2025Q3: 3,597 shares 3,597 $1.35M 0.09% -70 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: 8,036 shares; 2024Q4: 8,110 shares; 2025Q1: 7,531 shares; 2025Q2: 8,035 shares; 2025Q3: 7,704 shares 7,704 $1.32M 0.09% -331 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,253 shares; 2024Q4: 13,253 shares; 2025Q1: 13,253 shares; 2025Q2: 13,543 shares; 2025Q3: 13,543 shares 13,543 $1.31M 0.09% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,057 shares; 2025Q1: 1,099 shares; 2025Q2: 1,304 shares; 2025Q3: 1,418 shares 1,418 $1.3M 0.09% +114 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: 27,225 shares; 2024Q4: 28,126 shares; 2025Q1: 28,899 shares; 2025Q2: 28,362 shares; 2025Q3: 28,121 shares 28,121 $1.29M 0.09% -241 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: 8,096 shares; 2024Q4: 7,840 shares; 2025Q1: 8,008 shares; 2025Q2: 7,835 shares; 2025Q3: 7,915 shares 7,915 $1.28M 0.09% +80 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,931 shares; 2024Q4: 8,916 shares; 2025Q1: 8,916 shares; 2025Q2: 8,548 shares; 2025Q3: 8,478 shares 8,478 $1.26M 0.09% -70 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,744 shares; 2024Q4: 48,160 shares; 2025Q1: 44,290 shares; 2025Q2: 40,751 shares; 2025Q3: 39,948 shares 39,948 $1.26M 0.09% -803 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: 1,433 shares; 2024Q4: 1,457 shares; 2025Q1: 1,338 shares; 2025Q2: 1,464 shares; 2025Q3: 1,574 shares 1,574 $1.25M 0.09% +110 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,778 shares; 2024Q4: 15,854 shares; 2025Q1: 16,035 shares; 2025Q2: 17,388 shares; 2025Q3: 17,772 shares 17,772 $1.25M 0.09% +384 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: 10,297 shares; 2024Q4: 10,445 shares; 2025Q1: 10,613 shares; 2025Q2: 10,496 shares; 2025Q3: 9,852 shares 9,852 $1.25M 0.09% -644 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: 3,721 shares; 2024Q4: 3,732 shares; 2025Q1: 4,016 shares; 2025Q2: 4,200 shares; 2025Q3: 4,117 shares 4,117 $1.24M 0.09% -83 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 8,315 shares; 2025Q1: 8,425 shares; 2025Q2: 9,133 shares; 2025Q3: 9,297 shares 9,297 $1.23M 0.08% +164 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 4,845 shares; 2025Q1: 4,844 shares; 2025Q2: 5,252 shares; 2025Q3: 5,378 shares 5,378 $1.22M 0.08% +126 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 2,864 shares; 2025Q1: 2,896 shares; 2025Q2: 2,773 shares; 2025Q3: 2,646 shares 2,646 $1.18M 0.08% -127 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: 3,753 shares; 2025Q3: 4,247 shares 4,247 $1.16M 0.08% +494 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,341 shares; 2024Q4: 21,370 shares; 2025Q1: 22,280 shares; 2025Q2: 20,837 shares; 2025Q3: 21,208 shares 21,208 $1.15M 0.08% +371 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,830 shares; 2025Q1: 1,866 shares; 2025Q2: 1,879 shares; 2025Q3: 1,875 shares 1,875 $1.14M 0.08% -4 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,281 shares; 2024Q4: 14,162 shares; 2025Q1: 13,965 shares; 2025Q2: 13,576 shares; 2025Q3: 13,671 shares 13,671 $1.14M 0.08% +95 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,465 shares; 2025Q1: 3,511 shares; 2025Q2: 3,483 shares; 2025Q3: 3,462 shares 3,462 $1.13M 0.08% -21 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,177 shares; 2025Q1: 2,198 shares; 2025Q2: 2,227 shares; 2025Q3: 2,220 shares 2,220 $1.08M 0.07% -7 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: 7,830 shares; 2025Q1: 7,823 shares; 2025Q2: 7,822 shares; 2025Q3: 7,427 shares 7,427 $1.06M 0.07% -395 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 6,155 shares; 2025Q1: 2,257 shares; 2025Q2: 4,167 shares; 2025Q3: 4,098 shares 4,098 $1.05M 0.07% -69 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 7,253 shares; 2025Q1: 7,253 shares; 2025Q2: 7,253 shares; 2025Q3: 7,253 shares 7,253 $1.01M 0.07% 0 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: 15,655 shares; 2024Q4: 15,580 shares; 2025Q1: 13,565 shares; 2025Q2: 14,051 shares; 2025Q3: 14,052 shares 14,052 $1M 0.07% +1 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: 4,427 shares; 2024Q4: 4,450 shares; 2025Q1: 4,992 shares; 2025Q2: 4,901 shares; 2025Q3: 4,892 shares 4,892 $1M 0.07% -9 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,144 shares; 2024Q4: 12,148 shares; 2025Q1: 10,500 shares; 2025Q2: 10,373 shares; 2025Q3: 10,376 shares 10,376 $987K 0.07% +3 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,151 shares; 2024Q4: 40,621 shares; 2025Q1: 35,680 shares; 2025Q2: 31,422 shares; 2025Q3: 28,807 shares 28,807 $966K 0.07% -2,615 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 120,000 shares; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 105,000 shares 105,000 $957K 0.07% -15,000 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,187 shares; 2025Q1: 1,227 shares; 2025Q2: 1,182 shares; 2025Q3: 878 shares 878 $946K 0.07% -304 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: 4,049 shares; 2024Q4: 3,977 shares; 2025Q1: 4,192 shares; 2025Q2: 3,879 shares; 2025Q3: 3,998 shares 3,998 $945K 0.06% +119 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,480 shares; 2024Q4: 23,352 shares; 2025Q1: 23,433 shares; 2025Q2: 26,367 shares; 2025Q3: 26,483 shares 26,483 $940K 0.06% +116 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,473 shares; 2024Q4: 8,852 shares; 2025Q1: 8,115 shares; 2025Q2: 7,554 shares; 2025Q3: 7,601 shares 7,601 $931K 0.06% +47 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,689 shares; 2025Q1: 6,363 shares; 2025Q2: 5,798 shares; 2025Q3: 5,798 shares 5,798 $922K 0.06% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,954 shares; 2024Q4: 13,954 shares; 2025Q1: 13,984 shares; 2025Q2: 15,518 shares; 2025Q3: 15,369 shares 15,369 $921K 0.06% -149 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 34,975 shares; 2025Q1: 42,539 shares; 2025Q2: 24,067 shares; 2025Q3: 23,461 shares 23,461 $920K 0.06% -606 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: 6,886 shares; 2024Q4: 6,430 shares; 2025Q1: 6,813 shares; 2025Q2: 7,448 shares; 2025Q3: 7,655 shares 7,655 $910K 0.06% +207 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,462 shares; 2024Q4: 6,797 shares; 2025Q1: 6,473 shares; 2025Q2: 6,393 shares; 2025Q3: 6,279 shares 6,279 $906K 0.06% -114 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,888 shares; 2025Q1: 8,184 shares; 2025Q2: 8,281 shares; 2025Q3: 7,888 shares 7,888 $904K 0.06% -393 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,285 shares; 2025Q1: 5,783 shares; 2025Q2: 5,798 shares; 2025Q3: 5,794 shares 5,794 $899K 0.06% -4 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: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 1,670 shares; 2025Q2: 1,560 shares; 2025Q3: 1,574 shares 1,574 $895K 0.06% +14 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,136 shares; 2024Q4: 13,350 shares; 2025Q1: 11,817 shares; 2025Q2: 10,013 shares; 2025Q3: 9,213 shares 9,213 $879K 0.06% -800 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,393 shares; 2025Q1: 5,393 shares; 2025Q2: 5,393 shares; 2025Q3: 5,393 shares 5,393 $877K 0.06% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 662 shares; 2025Q1: 899 shares; 2025Q2: 946 shares; 2025Q3: 897 shares 897 $868K 0.06% -49 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,106 shares; 2024Q4: 20,779 shares; 2025Q1: 19,500 shares; 2025Q2: 19,644 shares; 2025Q3: 19,653 shares 19,653 $853K 0.06% +9 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: 6,957 shares; 2024Q4: 7,662 shares; 2025Q1: 7,571 shares; 2025Q2: 8,427 shares; 2025Q3: 8,395 shares 8,395 $852K 0.06% -32 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 3,520 shares; 2025Q1: 3,646 shares; 2025Q2: 3,547 shares; 2025Q3: 3,081 shares 3,081 $840K 0.06% -466 Timeline IBMS 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: 20,645 shares; 2025Q1: 27,211 shares; 2025Q2: 30,244 shares; 2025Q3: 31,754 shares 31,754 $828K 0.06% +1,510 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,717 shares; 2025Q1: 1,783 shares; 2025Q2: 1,722 shares; 2025Q3: 1,730 shares 1,730 $824K 0.06% +8 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 9,939 shares; 2025Q2: 9,914 shares; 2025Q3: 9,914 shares 9,914 $822K 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,945 shares; 2024Q4: 26,199 shares; 2025Q1: 19,068 shares; 2025Q2: 31,127 shares; 2025Q3: 28,976 shares 28,976 $818K 0.06% -2,151 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,373 shares; 2024Q4: 17,373 shares; 2025Q1: 17,323 shares; 2025Q2: 17,323 shares; 2025Q3: 18,824 shares 18,824 $811K 0.06% +1,501 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: 8,090 shares; 2024Q4: 7,659 shares; 2025Q1: 7,650 shares; 2025Q2: 7,622 shares; 2025Q3: 7,613 shares 7,613 $811K 0.06% -9 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: 3,862 shares; 2024Q4: 4,039 shares; 2025Q1: 4,351 shares; 2025Q2: 4,281 shares; 2025Q3: 4,288 shares 4,288 $802K 0.06% +7 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,347 shares; 2024Q4: 49,547 shares; 2025Q1: 45,405 shares; 2025Q2: 46,620 shares; 2025Q3: 46,531 shares 46,531 $798K 0.05% -89 Timeline LCTU 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: 13,010 shares; 2024Q4: 13,117 shares; 2025Q1: 10,771 shares; 2025Q2: 10,771 shares; 2025Q3: 10,771 shares 10,771 $782K 0.05% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,165 shares; 2024Q4: 10,532 shares; 2025Q1: 10,442 shares; 2025Q2: 9,362 shares; 2025Q3: 9,364 shares 9,364 $778K 0.05% +2 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: 6,698 shares; 2024Q4: 6,699 shares; 2025Q1: 6,705 shares; 2025Q2: 6,156 shares; 2025Q3: 6,157 shares 6,157 $775K 0.05% +1 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 994 shares; 2025Q1: 937 shares; 2025Q2: 937 shares; 2025Q3: 938 shares 938 $774K 0.05% +1 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,170 shares; 2024Q4: 17,170 shares; 2025Q1: 17,170 shares; 2025Q2: 17,170 shares; 2025Q3: 17,170 shares 17,170 $767K 0.05% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,374 shares; 2025Q1: 2,422 shares; 2025Q2: 2,383 shares; 2025Q3: 2,396 shares 2,396 $767K 0.05% +13 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 2,127 shares; 2025Q1: 2,219 shares; 2025Q2: 1,612 shares; 2025Q3: 1,577 shares 1,577 $749K 0.05% -35 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,739 shares; 2025Q1: 1,807 shares; 2025Q2: 3,839 shares; 2025Q3: 3,765 shares 3,765 $746K 0.05% -74 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 4,734 shares; 2025Q1: 7,706 shares; 2025Q2: 7,706 shares; 2025Q3: 7,706 shares 7,706 $745K 0.05% 0 Timeline FTEC 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: 3,172 shares; 2024Q4: 3,372 shares; 2025Q1: 3,322 shares; 2025Q2: 3,322 shares; 2025Q3: 3,322 shares 3,322 $738K 0.05% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,936 shares; 2025Q1: 4,910 shares; 2025Q2: 5,100 shares; 2025Q3: 5,216 shares 5,216 $732K 0.05% +116 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 6,997 shares; 2025Q1: 7,013 shares; 2025Q2: 6,625 shares; 2025Q3: 6,622 shares 6,622 $731K 0.05% -3 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,140 shares; 2025Q1: 7,140 shares; 2025Q2: 6,140 shares; 2025Q3: 6,140 shares 6,140 $731K 0.05% 0 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: 8,776 shares; 2024Q4: 8,776 shares; 2025Q1: 10,519 shares; 2025Q2: 11,163 shares; 2025Q3: 11,047 shares 11,047 $721K 0.05% -116 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 9,045 shares; 2025Q1: 9,463 shares; 2025Q2: 9,148 shares; 2025Q3: 8,909 shares 8,909 $712K 0.05% -239 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,662 shares; 2025Q1: 1,695 shares; 2025Q2: 1,640 shares; 2025Q3: 1,448 shares 1,448 $710K 0.05% -192 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: 5,010 shares; 2024Q4: 4,959 shares; 2025Q1: 3,631 shares; 2025Q2: 3,732 shares; 2025Q3: 3,712 shares 3,712 $697K 0.05% -20 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: 8,472 shares; 2024Q4: 7,921 shares; 2025Q1: 6,769 shares; 2025Q2: 7,454 shares; 2025Q3: 7,447 shares 7,447 $695K 0.05% -7 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,462 shares; 2024Q4: 9,462 shares; 2025Q1: 9,462 shares; 2025Q2: 9,462 shares; 2025Q3: 9,531 shares 9,531 $690K 0.05% +69 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,900 shares; 2025Q1: 2,596 shares; 2025Q2: 2,502 shares; 2025Q3: 2,460 shares 2,460 $687K 0.05% -42 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,747 shares; 2024Q4: 7,776 shares; 2025Q1: 3,839 shares; 2025Q2: 3,412 shares; 2025Q3: 3,410 shares 3,410 $685K 0.05% -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: 876 shares; 2024Q4: 956 shares; 2025Q1: 1,067 shares; 2025Q2: 1,068 shares; 2025Q3: 1,107 shares 1,107 $681K 0.05% +39 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,047 shares; 2025Q1: 2,037 shares; 2025Q2: 1,924 shares; 2025Q3: 1,906 shares 1,906 $680K 0.05% -18 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,873 shares; 2025Q1: 18,975 shares; 2025Q2: 12,346 shares; 2025Q3: 11,764 shares 11,764 $676K 0.05% -582 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: 10,030 shares; 2024Q4: 9,881 shares; 2025Q1: 9,781 shares; 2025Q2: 8,925 shares; 2025Q3: 8,731 shares 8,731 $637K 0.04% -194 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,885 shares; 2025Q1: 6,832 shares; 2025Q2: 6,892 shares; 2025Q3: 6,899 shares 6,899 $616K 0.04% +7 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 11,209 shares; 2025Q1: 11,723 shares; 2025Q2: 12,614 shares; 2025Q3: 12,776 shares 12,776 $615K 0.04% +162 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,298 shares; 2024Q4: 31,455 shares; 2025Q1: 32,120 shares; 2025Q2: 10,011 shares; 2025Q3: 8,254 shares 8,254 $615K 0.04% -1,757 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: 4,220 shares; 2024Q4: 1,528 shares; 2025Q1: 736 shares; 2025Q2: 924 shares; 2025Q3: 899 shares 899 $614K 0.04% -25 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,432 shares; 2025Q1: 3,855 shares; 2025Q2: 2,302 shares; 2025Q3: 2,253 shares 2,253 $609K 0.04% -49 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,349 shares; 2025Q1: 3,350 shares; 2025Q2: 3,351 shares; 2025Q3: 3,352 shares 3,352 $593K 0.04% +1 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 5,525 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,500 shares 4,500 $592K 0.04% +50 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,959 shares; 2024Q4: 16,700 shares; 2025Q1: 17,647 shares; 2025Q2: 18,741 shares; 2025Q3: 19,900 shares 19,900 $589K 0.04% +1,159 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: 10,733 shares; 2024Q4: 11,583 shares; 2025Q1: 11,164 shares; 2025Q2: 10,834 shares; 2025Q3: 9,870 shares 9,870 $589K 0.04% -964 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,927 shares; 2025Q1: 1,937 shares; 2025Q2: 2,959 shares; 2025Q3: 2,705 shares 2,705 $575K 0.04% -254 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: 149 shares; 2024Q4: 152 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares 134 $575K 0.04% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,091 shares; 2024Q4: 18,647 shares; 2025Q1: 17,144 shares; 2025Q2: 16,414 shares; 2025Q3: 15,438 shares 15,438 $574K 0.04% -976 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,952 shares; 2024Q4: 11,855 shares; 2025Q1: 14,256 shares; 2025Q2: 12,741 shares; 2025Q3: 11,801 shares 11,801 $570K 0.04% -940 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,876 shares; 2025Q1: 1,899 shares; 2025Q2: 2,116 shares; 2025Q3: 2,005 shares 2,005 $566K 0.04% -111 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,304 shares; 2024Q4: 15,989 shares; 2025Q1: 15,609 shares; 2025Q2: 14,725 shares; 2025Q3: 14,103 shares 14,103 $559K 0.04% -622 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,006 shares; 2025Q3: 1,013 shares 1,013 $550K 0.04% +7 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 9,359 shares; 2025Q1: 9,960 shares; 2025Q2: 9,748 shares; 2025Q3: 9,663 shares 9,663 $550K 0.04% -85 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,259 shares; 2025Q1: 5,679 shares; 2025Q2: 5,581 shares; 2025Q3: 5,523 shares 5,523 $547K 0.04% -58 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: 5,911 shares; 2024Q4: 5,902 shares; 2025Q1: 6,007 shares; 2025Q2: 6,116 shares; 2025Q3: 6,659 shares 6,659 $546K 0.04% +543 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,986 shares; 2025Q1: 2,053 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares 2,085 $543K 0.04% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 9,829 shares; 2025Q1: 9,829 shares; 2025Q2: 9,962 shares; 2025Q3: 9,962 shares 9,962 $537K 0.04% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 11,335 shares; 2025Q2: 11,335 shares; 2025Q3: 13,833 shares 13,833 $519K 0.04% +2,498 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,327 shares; 2024Q4: 13,364 shares; 2025Q1: 12,632 shares; 2025Q2: 12,793 shares; 2025Q3: 12,817 shares 12,817 $517K 0.04% +24 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 11,205 shares; 2025Q1: 11,205 shares; 2025Q2: 11,205 shares; 2025Q3: 11,602 shares 11,602 $498K 0.03% +397 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,638 shares; 2024Q4: 11,211 shares; 2025Q1: 11,652 shares; 2025Q2: 13,436 shares; 2025Q3: 14,476 shares 14,476 $498K 0.03% +1,040 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: 13,666 shares; 2024Q4: 14,089 shares; 2025Q1: 14,657 shares; 2025Q2: 12,505 shares; 2025Q3: 12,729 shares 12,729 $494K 0.03% +224 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 9,375 shares; 2025Q1: 9,761 shares; 2025Q2: 10,412 shares; 2025Q3: 10,082 shares 10,082 $484K 0.03% -330 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,884 shares; 2025Q1: 3,864 shares; 2025Q2: 3,727 shares; 2025Q3: 3,529 shares 3,529 $479K 0.03% -198 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 4,717 shares; 2025Q1: 4,634 shares; 2025Q2: 4,829 shares; 2025Q3: 3,996 shares 3,996 $473K 0.03% -833 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,910 shares; 2024Q4: 9,989 shares; 2025Q1: 8,214 shares; 2025Q2: 8,214 shares; 2025Q3: 8,214 shares 8,214 $471K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,544 shares; 2025Q1: 1,682 shares; 2025Q2: 2,115 shares; 2025Q3: 2,498 shares 2,498 $468K 0.03% +383 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: 6,105 shares; 2024Q4: 6,105 shares; 2025Q1: 6,105 shares; 2025Q2: 6,105 shares; 2025Q3: 6,105 shares 6,105 $467K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,714 shares; 2025Q1: 7,506 shares; 2025Q2: 7,785 shares; 2025Q3: 7,651 shares 7,651 $465K 0.03% -134 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: 2,641 shares; 2024Q4: 2,641 shares; 2025Q1: 2,611 shares; 2025Q2: 2,438 shares; 2025Q3: 2,441 shares 2,441 $465K 0.03% +3 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,640 shares; 2024Q4: 17,889 shares; 2025Q1: 18,714 shares; 2025Q2: 20,133 shares; 2025Q3: 20,404 shares 20,404 $458K 0.03% +271 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,772 shares 1,772 $454K 0.03% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,079 shares; 2024Q4: 12,079 shares; 2025Q1: 11,943 shares; 2025Q2: 11,943 shares; 2025Q3: 11,811 shares 11,811 $453K 0.03% -132 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: 4,137 shares; 2024Q4: 3,715 shares; 2025Q1: 2,907 shares; 2025Q2: 1,942 shares; 2025Q3: 1,778 shares 1,778 $452K 0.03% -164 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,073 shares; 2024Q4: 7,073 shares; 2025Q1: 7,073 shares; 2025Q2: 9,433 shares; 2025Q3: 7,620 shares 7,620 $452K 0.03% -1,813 CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 1,262 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares 1,372 $452K 0.03% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,752 shares; 2024Q4: 8,691 shares; 2025Q1: 9,191 shares; 2025Q2: 4,702 shares; 2025Q3: 4,578 shares 4,578 $451K 0.03% -124 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,937 shares; 2025Q1: 1,935 shares; 2025Q2: 2,024 shares; 2025Q3: 1,956 shares 1,956 $449K 0.03% -68 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,686 shares; 2024Q4: 5,566 shares; 2025Q1: 5,759 shares; 2025Q2: 5,719 shares; 2025Q3: 5,436 shares 5,436 $448K 0.03% -283 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,613 shares; 2025Q1: 5,237 shares; 2025Q2: 5,290 shares; 2025Q3: 5,395 shares 5,395 $444K 0.03% +105 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: 6,157 shares; 2024Q4: 5,366 shares; 2025Q1: 4,640 shares; 2025Q2: 6,270 shares; 2025Q3: 6,323 shares 6,323 $441K 0.03% +53 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 3,343 shares; 2025Q1: 3,199 shares; 2025Q2: 3,308 shares; 2025Q3: 3,158 shares 3,158 $438K 0.03% -150 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,646 shares; 2024Q4: 8,904 shares; 2025Q1: 8,916 shares; 2025Q2: 8,309 shares; 2025Q3: 8,242 shares 8,242 $437K 0.03% -67 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,685 shares; 2025Q1: 2,831 shares; 2025Q2: 2,784 shares; 2025Q3: 2,573 shares 2,573 $434K 0.03% -211 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 7,138 shares; 2025Q1: 6,777 shares; 2025Q2: 6,385 shares; 2025Q3: 5,006 shares 5,006 $433K 0.03% -1,379 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,291 shares; 2024Q4: 7,079 shares; 2025Q1: 7,361 shares; 2025Q2: 7,079 shares; 2025Q3: 10,144 shares 10,144 $431K 0.03% +3,065 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,870 shares; 2025Q3: 2,278 shares 2,278 $416K 0.03% +408 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,021 shares; 2025Q1: 1,077 shares; 2025Q2: 960 shares; 2025Q3: 961 shares 961 $406K 0.03% +1 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,442 shares; 2024Q4: 14,917 shares; 2025Q1: 14,217 shares; 2025Q2: 14,317 shares; 2025Q3: 14,037 shares 14,037 $406K 0.03% -280 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: 5,195 shares; 2024Q4: 5,195 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 5,195 shares 5,195 $403K 0.03% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 4,204 shares; 2025Q1: 4,306 shares; 2025Q2: 5,408 shares; 2025Q3: 6,310 shares 6,310 $401K 0.03% +902 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: 6,154 shares; 2024Q4: 6,961 shares; 2025Q1: 4,285 shares; 2025Q2: 4,407 shares; 2025Q3: 4,240 shares 4,240 $401K 0.03% -167 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: 3,661 shares; 2024Q4: 3,661 shares; 2025Q1: 3,661 shares; 2025Q2: 3,556 shares; 2025Q3: 3,124 shares 3,124 $401K 0.03% -432 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 8,891 shares; 2025Q1: 6,982 shares; 2025Q2: 6,665 shares; 2025Q3: 6,665 shares 6,665 $400K 0.03% 0 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: 2,272 shares; 2024Q4: 3,307 shares; 2025Q1: 11,988 shares; 2025Q2: 5,493 shares; 2025Q3: 4,373 shares 4,373 $400K 0.03% -1,120 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,441 shares; 2024Q4: 23,442 shares; 2025Q1: 23,561 shares; 2025Q2: 6,075 shares; 2025Q3: 4,776 shares 4,776 $396K 0.03% -1,299 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,832 shares; 2025Q3: 5,216 shares 5,216 $396K 0.03% +384 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,644 shares; 2024Q4: 33,554 shares; 2025Q1: 36,182 shares; 2025Q2: 36,717 shares; 2025Q3: 32,897 shares 32,897 $393K 0.03% -3,820 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: 4,597 shares; 2024Q4: 4,480 shares; 2025Q1: 4,422 shares; 2025Q2: 4,907 shares; 2025Q3: 4,893 shares 4,893 $391K 0.03% -14 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,209 shares; 2024Q4: 16,701 shares; 2025Q1: 16,691 shares; 2025Q2: 16,691 shares; 2025Q3: 16,691 shares 16,691 $388K 0.03% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,469 shares; 2025Q1: 3,927 shares; 2025Q2: 3,567 shares; 2025Q3: 3,571 shares 3,571 $388K 0.03% +4 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 4,691 shares; 2025Q1: 4,914 shares; 2025Q2: 4,950 shares; 2025Q3: 4,961 shares 4,961 $386K 0.03% +11 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,458 shares; 2025Q1: 1,432 shares; 2025Q2: 1,265 shares; 2025Q3: 1,097 shares 1,097 $385K 0.03% -168 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,439 shares; 2025Q3: 1,322 shares 1,322 $381K 0.03% -117 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,523 shares; 2025Q1: 1,612 shares; 2025Q2: 1,523 shares; 2025Q3: 1,502 shares 1,502 $380K 0.03% -21 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: 3,469 shares; 2024Q4: 3,536 shares; 2025Q1: 2,922 shares; 2025Q2: 3,051 shares; 2025Q3: 3,833 shares 3,833 $376K 0.03% +782 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 4,486 shares; 2025Q1: 4,496 shares; 2025Q2: 4,585 shares; 2025Q3: 3,445 shares 3,445 $375K 0.03% -1,140 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,330 shares; 2025Q1: 2,444 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares 2,447 $372K 0.03% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,873 shares; 2024Q4: 2,836 shares; 2025Q1: 2,875 shares; 2025Q2: 2,982 shares; 2025Q3: 3,082 shares 3,082 $370K 0.03% +100 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,544 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares 1,547 $368K 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,169 shares; 2025Q1: 1,300 shares; 2025Q2: 1,191 shares; 2025Q3: 1,195 shares 1,195 $368K 0.03% +4 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,684 shares; 2025Q1: 2,486 shares; 2025Q2: 3,046 shares; 2025Q3: 2,688 shares 2,688 $366K 0.03% -358 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 5,200 shares 5,200 $365K 0.03% +400 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $361K 0.02% 0 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: 3,938 shares; 2024Q4: 4,123 shares; 2025Q1: 4,128 shares; 2025Q2: 4,325 shares; 2025Q3: 3,934 shares 3,934 $360K 0.02% -391 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares 1,193 $355K 0.02% 0 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: 3,276 shares; 2024Q4: 3,016 shares; 2025Q1: 3,016 shares; 2025Q2: 3,034 shares; 2025Q3: 2,434 shares 2,434 $355K 0.02% -600 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,420 shares; 2025Q1: 1,515 shares; 2025Q2: 1,947 shares; 2025Q3: 2,003 shares 2,003 $354K 0.02% +56 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,483 shares; 2025Q3: 2,483 shares 2,483 $354K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,090 shares 2,090 $352K 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 7,516 shares; 2025Q1: 5,974 shares; 2025Q2: 5,955 shares; 2025Q3: 5,803 shares 5,803 $349K 0.02% -152 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: 3,965 shares; 2024Q4: 3,787 shares; 2025Q1: 3,758 shares; 2025Q2: 3,881 shares; 2025Q3: 3,637 shares 3,637 $347K 0.02% -244 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,318 shares; 2024Q4: 12,144 shares; 2025Q1: 8,162 shares; 2025Q2: 5,671 shares; 2025Q3: 5,197 shares 5,197 $343K 0.02% -474 Timeline DSI 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: 3,500 shares; 2024Q4: 3,541 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares 2,694 $339K 0.02% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,016 shares; 2025Q2: 1,171 shares; 2025Q3: 1,176 shares 1,176 $339K 0.02% +5 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,569 shares 4,569 $336K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,407 shares; 2025Q1: 1,345 shares; 2025Q2: 1,412 shares; 2025Q3: 1,413 shares 1,413 $333K 0.02% +1 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,337 shares; 2025Q1: 1,508 shares; 2025Q2: 1,511 shares; 2025Q3: 1,549 shares 1,549 $332K 0.02% +38 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 9,892 shares; 2025Q1: 11,020 shares; 2025Q2: 2,621 shares; 2025Q3: 1,958 shares 1,958 $332K 0.02% -663 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,707 shares; 2025Q3: 1,746 shares 1,746 $332K 0.02% +39 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 2,666 shares; 2025Q3: 2,270 shares 2,270 $331K 0.02% -396 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,372 shares; 2025Q1: 4,572 shares; 2025Q2: 4,572 shares; 2025Q3: 4,342 shares 4,342 $330K 0.02% -230 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 56 shares; 2025Q2: 59 shares; 2025Q3: 61 shares 61 $329K 0.02% +2 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: 2,179 shares; 2024Q4: 2,227 shares; 2025Q1: 2,453 shares; 2025Q2: 2,312 shares; 2025Q3: 2,087 shares 2,087 $328K 0.02% -225 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 5,885 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,428 shares 4,428 $325K 0.02% new Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 4,938 shares; 2025Q1: 4,938 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares 4,938 $322K 0.02% 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: 1,588 shares; 2024Q4: 1,718 shares; 2025Q1: 1,725 shares; 2025Q2: 1,734 shares; 2025Q3: 1,670 shares 1,670 $321K 0.02% -64 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 956 shares; 2025Q1: 1,188 shares; 2025Q2: 1,194 shares; 2025Q3: 982 shares 982 $317K 0.02% -212 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 505 shares; 2025Q1: 735 shares; 2025Q2: 744 shares; 2025Q3: 645 shares 645 $314K 0.02% -99 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,230 shares; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 2,651 shares 2,651 $314K 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,756 shares; 2025Q1: 1,872 shares; 2025Q2: 1,874 shares; 2025Q3: 1,872 shares 1,872 $314K 0.02% -2 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384 shares; 2025Q1: 382 shares; 2025Q2: 410 shares; 2025Q3: 402 shares 402 $311K 0.02% -8 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 621 shares; 2025Q3: 429 shares 429 $308K 0.02% -192 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,935 shares; 2024Q4: 18,241 shares; 2025Q1: 12,743 shares; 2025Q2: 6,865 shares; 2025Q3: 5,886 shares 5,886 $306K 0.02% -979 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,529 shares; 2025Q1: 1,682 shares; 2025Q2: 1,597 shares; 2025Q3: 1,542 shares 1,542 $305K 0.02% -55 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,746 shares 1,746 $300K 0.02% -6 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,513 shares; 2024Q4: 30,464 shares; 2025Q1: 39,401 shares; 2025Q2: 10,715 shares; 2025Q3: 13,184 shares 13,184 $300K 0.02% +2,469 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 4,701 shares; 2025Q1: 5,137 shares; 2025Q2: 4,975 shares; 2025Q3: 3,284 shares 3,284 $295K 0.02% -1,691 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 396 shares 396 $292K 0.02% +13 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,336 shares 1,336 $288K 0.02% +335 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,820 shares; 2025Q1: 3,549 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares 3,530 $282K 0.02% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 898 shares; 2025Q1: 831 shares; 2025Q2: 698 shares; 2025Q3: 698 shares 698 $282K 0.02% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385 shares; 2025Q2: 415 shares; 2025Q3: 402 shares 402 $281K 0.02% -13 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,111 shares; 2024Q4: 7,368 shares; 2025Q1: 7,368 shares; 2025Q2: 6,603 shares; 2025Q3: 6,603 shares 6,603 $277K 0.02% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,750 shares; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 3,150 shares 3,150 $273K 0.02% +100 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,436 shares; 2025Q2: 7,436 shares; 2025Q3: 7,436 shares 7,436 $273K 0.02% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 1,091 shares; 2025Q1: 1,154 shares; 2025Q2: 1,514 shares; 2025Q3: 1,024 shares 1,024 $266K 0.02% -490 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,669 shares; 2024Q4: 14,701 shares; 2025Q1: 14,732 shares; 2025Q2: 14,764 shares; 2025Q3: 14,577 shares 14,577 $266K 0.02% -187 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,983 shares; 2024Q4: 10,312 shares; 2025Q1: 10,424 shares; 2025Q2: 8,339 shares; 2025Q3: 9,723 shares 9,723 $265K 0.02% +1,384 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: 2,002 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares 2,102 $265K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,784 shares; 2025Q1: 3,279 shares; 2025Q2: 3,618 shares; 2025Q3: 2,915 shares 2,915 $262K 0.02% -703 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: 5,841 shares; 2024Q4: 5,061 shares; 2025Q1: 5,304 shares; 2025Q2: 5,232 shares; 2025Q3: 5,169 shares 5,169 $261K 0.02% -63 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 3,781 shares; 2025Q1: 3,786 shares; 2025Q2: 3,844 shares; 2025Q3: 3,844 shares 3,844 $259K 0.02% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,870 shares 2,870 $258K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,104 shares; 2025Q1: 1,172 shares; 2025Q2: 1,295 shares; 2025Q3: 1,252 shares 1,252 $257K 0.02% -43 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: 1,170 shares; 2024Q4: 1,349 shares; 2025Q1: 1,354 shares; 2025Q2: 1,333 shares; 2025Q3: 1,342 shares 1,342 $255K 0.02% +9 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,488 shares; 2025Q3: 1,489 shares 1,489 $254K 0.02% +1 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 730 shares; 2025Q1: not reported; 2025Q2: 734 shares; 2025Q3: 735 shares 735 $253K 0.02% +1 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: 13,107 shares; 2024Q4: 9,733 shares; 2025Q1: 2,846 shares; 2025Q2: 2,688 shares; 2025Q3: 2,611 shares 2,611 $252K 0.02% -77 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: 1,381 shares; 2024Q4: 1,610 shares; 2025Q1: 1,355 shares; 2025Q2: 1,764 shares; 2025Q3: 1,020 shares 1,020 $252K 0.02% -744 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,941 shares; 2025Q1: 7,941 shares; 2025Q2: 5,118 shares; 2025Q3: 5,118 shares 5,118 $251K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,028 shares 2,028 $250K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 1,291 shares 1,291 $249K 0.02% -2 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,178 shares; 2025Q2: 2,666 shares; 2025Q3: 2,191 shares 2,191 $248K 0.02% -475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 1,258 shares 1,258 $247K 0.02% +150 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,746 shares; 2024Q4: 11,429 shares; 2025Q1: 8,087 shares; 2025Q2: 8,087 shares; 2025Q3: 9,254 shares 9,254 $245K 0.02% +1,167 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,799 shares; 2025Q1: 3,724 shares; 2025Q2: 3,731 shares; 2025Q3: 3,785 shares 3,785 $245K 0.02% +54 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 4,092 shares; 2025Q1: 4,863 shares; 2025Q2: 11,967 shares; 2025Q3: 12,695 shares 12,695 $245K 0.02% +728 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 3,581 shares; 2025Q1: not reported; 2025Q2: 3,839 shares; 2025Q3: 7,085 shares 7,085 $243K 0.02% +3,246 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,201 shares; 2025Q3: 5,769 shares 5,769 $242K 0.02% +568 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 1,771 shares; 2025Q2: 1,910 shares; 2025Q3: 1,810 shares 1,810 $242K 0.02% -100 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: 4,952 shares; 2024Q4: not reported; 2025Q1: 4,226 shares; 2025Q2: 3,423 shares; 2025Q3: 3,168 shares 3,168 $239K 0.02% -255 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,635 shares; 2025Q2: 2,738 shares; 2025Q3: 2,432 shares 2,432 $237K 0.02% -306 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,535 shares 7,535 $237K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: not reported; 2025Q3: 2,198 shares 2,198 $237K 0.02% new Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,597 shares; 2025Q1: 6,485 shares; 2025Q2: 6,485 shares; 2025Q3: 6,485 shares 6,485 $234K 0.02% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,915 shares; 2025Q1: 1,615 shares; 2025Q2: 1,619 shares; 2025Q3: 1,659 shares 1,659 $231K 0.02% +40 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 4,735 shares; 2025Q1: 3,516 shares; 2025Q2: 4,555 shares; 2025Q3: 2,759 shares 2,759 $230K 0.02% -1,796 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 450 shares 450 $229K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,025 shares; 2025Q3: 933 shares 933 $229K 0.02% -92 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 6,762 shares; 2025Q1: 3,699 shares; 2025Q2: 3,699 shares; 2025Q3: 3,699 shares 3,699 $229K 0.02% 0 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: 3,810 shares; 2024Q4: 3,188 shares; 2025Q1: 2,579 shares; 2025Q2: 1,763 shares; 2025Q3: 1,741 shares 1,741 $229K 0.02% -22 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 610 shares; 2025Q1: 739 shares; 2025Q2: 888 shares; 2025Q3: 537 shares 537 $227K 0.02% -351 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,076 shares; 2025Q2: 1,047 shares; 2025Q3: 1,085 shares 1,085 $226K 0.02% +38 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 930 shares 930 $223K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,621 shares; 2025Q3: 1,621 shares 1,621 $218K 0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares 1,404 $218K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: 1,980 shares; 2025Q1: 824 shares; 2025Q2: 632 shares; 2025Q3: 618 shares 618 $216K 0.01% -14 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,127 shares 3,127 $214K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares 699 $213K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 662 shares; 2025Q3: 661 shares 661 $213K 0.01% -1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,996 shares; 2024Q4: 11,648 shares; 2025Q1: 9,565 shares; 2025Q2: 9,198 shares; 2025Q3: 8,144 shares 8,144 $212K 0.01% -1,054 Timeline ACR ACRES COMMERCIAL REALTY CORP More: the full row for ACRES COMMERCIAL REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $212K 0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,595 shares; 2025Q2: 2,502 shares; 2025Q3: 2,373 shares 2,373 $211K 0.01% -129 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,654 shares; 2025Q2: 1,537 shares; 2025Q3: 1,454 shares 1,454 $206K 0.01% -83 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 5,671 shares; 2025Q1: 5,113 shares; 2025Q2: 5,098 shares; 2025Q3: 4,540 shares 4,540 $204K 0.01% -558 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: 1,265 shares; 2024Q4: 1,354 shares; 2025Q1: 1,355 shares; 2025Q2: 1,019 shares; 2025Q3: 937 shares 937 $200K 0.01% -82 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: 12,123 shares; 2024Q4: 12,123 shares; 2025Q1: 12,123 shares; 2025Q2: 12,123 shares; 2025Q3: 12,123 shares 12,123 $162K 0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,736 shares; 2024Q4: 17,163 shares; 2025Q1: 13,036 shares; 2025Q2: 12,664 shares; 2025Q3: 12,478 shares 12,478 $157K 0.01% -186 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,970 shares; 2024Q4: 13,970 shares; 2025Q1: 13,970 shares; 2025Q2: 13,970 shares; 2025Q3: 13,970 shares 13,970 $154K 0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares 15,500 $145K 0.01% 0 Timeline CALC CALCIMEDICA INC More: the full row for CALCIMEDICA 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: 20,100 shares; 2025Q3: 20,100 shares 20,100 $61.8K <0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares 16,000 $30.9K <0.01% 0 Timeline