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: 13,992 shares; 2024Q4: 11,877 shares; 2025Q1: 11,205 shares; 2025Q2: 11,349 shares; 2025Q3: 9,612 shares 9,612 $1.91M 0.02% -1,737 Timeline IEUR 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: 9,946 shares; 2024Q4: 9,677 shares; 2025Q1: 32,700 shares; 2025Q2: 30,911 shares; 2025Q3: 27,729 shares 27,729 $1.89M 0.02% -3,182 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,200 shares; 2024Q4: 56,534 shares; 2025Q1: 55,609 shares; 2025Q2: 64,732 shares; 2025Q3: 58,606 shares 58,606 $1.89M 0.02% -6,126 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,023 shares; 2024Q4: 13,023 shares; 2025Q1: 13,023 shares; 2025Q2: 13,173 shares; 2025Q3: 13,329 shares 13,329 $1.88M 0.02% +156 Timeline VPL 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: 33,931 shares; 2024Q4: 36,173 shares; 2025Q1: 36,151 shares; 2025Q2: 21,606 shares; 2025Q3: 21,273 shares 21,273 $1.87M 0.02% -333 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,268 shares; 2025Q1: 3,163 shares; 2025Q2: 3,166 shares; 2025Q3: 3,272 shares 3,272 $1.86M 0.02% +106 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,512 shares; 2024Q4: 69,372 shares; 2025Q1: 68,872 shares; 2025Q2: 82,951 shares; 2025Q3: 83,468 shares 83,468 $1.82M 0.02% +517 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,134 shares; 2024Q4: 75,186 shares; 2025Q1: 68,664 shares; 2025Q2: 39,567 shares; 2025Q3: 35,435 shares 35,435 $1.81M 0.02% -4,132 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,858 shares; 2024Q4: 8,705 shares; 2025Q1: 8,578 shares; 2025Q2: 7,697 shares; 2025Q3: 6,291 shares 6,291 $1.8M 0.02% -1,406 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,543 shares; 2024Q4: 32,477 shares; 2025Q1: 32,430 shares; 2025Q2: 31,830 shares; 2025Q3: 35,620 shares 35,620 $1.8M 0.02% +3,790 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,188 shares; 2024Q4: 76,344 shares; 2025Q1: 76,922 shares; 2025Q2: 69,194 shares; 2025Q3: 68,183 shares 68,183 $1.8M 0.02% -1,011 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: 26,347 shares; 2024Q4: 24,987 shares; 2025Q1: 23,470 shares; 2025Q2: 23,496 shares; 2025Q3: 23,418 shares 23,418 $1.8M 0.02% -78 Timeline M MACYS INC More: the full row for MACYS INC 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: 110,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares 100,000 $1.79M 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,732 shares; 2025Q3: 53,985 shares 53,985 $1.77M 0.02% -24,747 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,128 shares; 2025Q1: 6,042 shares; 2025Q2: 6,270 shares; 2025Q3: 5,587 shares 5,587 $1.73M 0.02% -683 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: 26,044 shares; 2024Q4: 26,571 shares; 2025Q1: 27,035 shares; 2025Q2: 29,434 shares; 2025Q3: 27,698 shares 27,698 $1.73M 0.02% -1,736 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: 10,610 shares; 2024Q4: 10,308 shares; 2025Q1: 10,104 shares; 2025Q2: 9,504 shares; 2025Q3: 9,666 shares 9,666 $1.72M 0.02% +162 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,973 shares; 2025Q1: 5,900 shares; 2025Q2: 5,964 shares; 2025Q3: 6,274 shares 6,274 $1.72M 0.02% +310 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: 4,394 shares; 2024Q4: 4,394 shares; 2025Q1: 4,394 shares; 2025Q2: 4,394 shares; 2025Q3: 4,294 shares 4,294 $1.7M 0.02% -100 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: 163,497 shares; 2024Q4: 30,413 shares; 2025Q1: 26,304 shares; 2025Q2: 25,399 shares; 2025Q3: 25,179 shares 25,179 $1.7M 0.02% -220 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,704 shares; 2024Q4: 36,069 shares; 2025Q1: 35,371 shares; 2025Q2: 30,913 shares; 2025Q3: 27,533 shares 27,533 $1.69M 0.02% -3,380 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,777 shares; 2024Q4: 42,327 shares; 2025Q1: 42,533 shares; 2025Q2: 42,480 shares; 2025Q3: 39,550 shares 39,550 $1.67M 0.02% -2,930 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: 8,903 shares; 2024Q4: 8,519 shares; 2025Q1: 8,996 shares; 2025Q2: 9,051 shares; 2025Q3: 8,616 shares 8,616 $1.66M 0.02% -435 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: 8,407 shares; 2024Q4: 10,055 shares; 2025Q1: 9,010 shares; 2025Q2: 12,171 shares; 2025Q3: 19,518 shares 19,518 $1.66M 0.02% +7,347 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: 297 shares; 2024Q4: 297 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 306 shares 306 $1.65M 0.02% -3 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,175 shares; 2024Q4: 18,935 shares; 2025Q1: 18,935 shares; 2025Q2: 18,923 shares; 2025Q3: 18,359 shares 18,359 $1.65M 0.02% -564 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: 13,585 shares; 2024Q4: 7,857 shares; 2025Q1: 6,183 shares; 2025Q2: 6,484 shares; 2025Q3: 5,650 shares 5,650 $1.63M 0.02% -834 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,009 shares; 2024Q4: 69,390 shares; 2025Q1: 55,717 shares; 2025Q2: 55,717 shares; 2025Q3: 55,717 shares 55,717 $1.61M 0.02% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,686 shares; 2024Q4: 110,735 shares; 2025Q1: 93,538 shares; 2025Q2: 111,785 shares; 2025Q3: 93,609 shares 93,609 $1.6M 0.02% -18,176 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: 215,038 shares; 2024Q4: 194,836 shares; 2025Q1: 51,139 shares; 2025Q2: 53,872 shares; 2025Q3: 59,828 shares 59,828 $1.59M 0.02% +5,956 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,156 shares; 2025Q1: 2,989 shares; 2025Q2: 3,048 shares; 2025Q3: 3,036 shares 3,036 $1.59M 0.02% -12 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,733 shares; 2024Q4: 25,669 shares; 2025Q1: 26,408 shares; 2025Q2: 27,027 shares; 2025Q3: 24,687 shares 24,687 $1.59M 0.02% -2,340 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,938 shares; 2025Q1: 32,139 shares; 2025Q2: 30,922 shares; 2025Q3: 37,549 shares 37,549 $1.57M 0.02% +6,627 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,521 shares; 2024Q4: 14,571 shares; 2025Q1: 14,861 shares; 2025Q2: 15,090 shares; 2025Q3: 17,309 shares 17,309 $1.57M 0.02% +2,219 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: 75,747 shares; 2024Q4: 75,747 shares; 2025Q1: 69,474 shares; 2025Q2: 38,787 shares; 2025Q3: 36,405 shares 36,405 $1.56M 0.02% -2,382 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,717 shares; 2024Q4: 12,581 shares; 2025Q1: 12,004 shares; 2025Q2: 11,963 shares; 2025Q3: 12,677 shares 12,677 $1.55M 0.02% +714 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,727 shares; 2025Q1: 4,710 shares; 2025Q2: 4,661 shares; 2025Q3: 4,667 shares 4,667 $1.55M 0.02% +6 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,558 shares; 2024Q4: 35,288 shares; 2025Q1: 37,248 shares; 2025Q2: 34,610 shares; 2025Q3: 32,513 shares 32,513 $1.55M 0.02% -2,097 Timeline AIQ 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: 23,740 shares; 2024Q4: 24,861 shares; 2025Q1: 31,101 shares; 2025Q2: 32,601 shares; 2025Q3: 31,038 shares 31,038 $1.53M 0.02% -1,563 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,002 shares; 2024Q4: 58,725 shares; 2025Q1: 74,062 shares; 2025Q2: 30,543 shares; 2025Q3: 16,938 shares 16,938 $1.52M 0.02% -13,605 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 6,484 shares; 2025Q1: 4,810 shares; 2025Q2: 4,988 shares; 2025Q3: 11,453 shares 11,453 $1.52M 0.02% +6,465 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: 69,691 shares; 2024Q4: 91,132 shares; 2025Q1: 31,688 shares; 2025Q2: 26,791 shares; 2025Q3: 13,902 shares 13,902 $1.51M 0.02% -12,889 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 4,859 shares; 2025Q1: 4,935 shares; 2025Q2: 5,630 shares; 2025Q3: 5,752 shares 5,752 $1.49M 0.02% +122 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,767 shares; 2024Q4: 26,525 shares; 2025Q1: 25,434 shares; 2025Q2: 26,344 shares; 2025Q3: 23,443 shares 23,443 $1.48M 0.02% -2,901 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,581 shares; 2024Q4: 18,479 shares; 2025Q1: 18,715 shares; 2025Q2: 18,715 shares; 2025Q3: 18,015 shares 18,015 $1.48M 0.02% -700 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: 2,084 shares; 2024Q4: 1,913 shares; 2025Q1: 1,877 shares; 2025Q2: 1,862 shares; 2025Q3: 1,881 shares 1,881 $1.47M 0.02% +19 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,108 shares; 2025Q1: 7,115 shares; 2025Q2: 7,060 shares; 2025Q3: 7,024 shares 7,024 $1.47M 0.02% -36 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,278 shares; 2024Q4: 30,678 shares; 2025Q1: 38,730 shares; 2025Q2: 41,098 shares; 2025Q3: 39,268 shares 39,268 $1.47M 0.02% -1,830 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 12,508 shares; 2025Q1: 10,541 shares; 2025Q2: 16,633 shares; 2025Q3: 18,495 shares 18,495 $1.46M 0.02% +1,862 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 5,337 shares; 2025Q1: 6,477 shares; 2025Q2: 6,159 shares; 2025Q3: 7,224 shares 7,224 $1.46M 0.02% +1,065 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 8,282 shares; 2025Q1: 10,194 shares; 2025Q2: 10,261 shares; 2025Q3: 10,218 shares 10,218 $1.45M 0.02% -43 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,395 shares; 2024Q4: 46,840 shares; 2025Q1: 55,085 shares; 2025Q2: 50,125 shares; 2025Q3: 52,910 shares 52,910 $1.44M 0.02% +2,785 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: 7,942 shares; 2024Q4: 10,093 shares; 2025Q1: 15,554 shares; 2025Q2: 15,068 shares; 2025Q3: 16,444 shares 16,444 $1.44M 0.02% +1,376 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 3,168 shares; 2025Q1: 3,504 shares; 2025Q2: 3,653 shares; 2025Q3: 4,362 shares 4,362 $1.44M 0.02% +709 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,503 shares; 2025Q1: 12,258 shares; 2025Q2: 13,945 shares; 2025Q3: 9,838 shares 9,838 $1.43M 0.02% -4,107 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,475 shares; 2024Q4: 29,208 shares; 2025Q1: 28,115 shares; 2025Q2: 28,115 shares; 2025Q3: 28,115 shares 28,115 $1.43M 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,652 shares; 2024Q4: 10,268 shares; 2025Q1: 9,378 shares; 2025Q2: 9,440 shares; 2025Q3: 44,377 shares 44,377 $1.42M 0.02% +34,937 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,201 shares; 2024Q4: 27,163 shares; 2025Q1: 33,183 shares; 2025Q2: 24,774 shares; 2025Q3: 23,565 shares 23,565 $1.41M 0.02% -1,209 DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,958 shares; 2024Q4: 21,354 shares; 2025Q1: 21,746 shares; 2025Q2: 23,688 shares; 2025Q3: 20,798 shares 20,798 $1.4M 0.02% -2,890 Timeline PJUL 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: 30,653 shares; 2024Q4: 30,653 shares; 2025Q1: 30,653 shares; 2025Q2: 30,653 shares; 2025Q3: 30,653 shares 30,653 $1.4M 0.02% 0 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: 3,548 shares; 2024Q4: 3,453 shares; 2025Q1: 3,315 shares; 2025Q2: 3,392 shares; 2025Q3: 3,564 shares 3,564 $1.4M 0.02% +172 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,881 shares; 2024Q4: 103,418 shares; 2025Q1: 147,688 shares; 2025Q2: 150,409 shares; 2025Q3: 25,128 shares 25,128 $1.39M 0.02% -125,281 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: 90,943 shares; 2024Q4: 16,318 shares; 2025Q1: 14,328 shares; 2025Q2: 13,686 shares; 2025Q3: 13,791 shares 13,791 $1.39M 0.02% +105 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 16,280 shares 16,280 $1.38M 0.02% +6,780 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,282 shares; 2024Q4: 45,534 shares; 2025Q1: 44,069 shares; 2025Q2: 36,703 shares; 2025Q3: 29,381 shares 29,381 $1.38M 0.02% -7,322 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 11,307 shares; 2025Q1: 11,159 shares; 2025Q2: 11,144 shares; 2025Q3: 10,985 shares 10,985 $1.38M 0.02% -159 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,565 shares; 2024Q4: 27,565 shares; 2025Q1: 27,565 shares; 2025Q2: 27,068 shares; 2025Q3: 27,068 shares 27,068 $1.37M 0.02% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 11,293 shares; 2025Q1: 11,414 shares; 2025Q2: 12,484 shares; 2025Q3: 12,765 shares 12,765 $1.36M 0.02% +281 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 11,066 shares; 2025Q2: not reported; 2025Q3: 95,382 shares 95,382 $1.35M 0.02% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,772 shares; 2024Q4: 35,850 shares; 2025Q1: 30,135 shares; 2025Q2: 29,770 shares; 2025Q3: 28,835 shares 28,835 $1.35M 0.02% -935 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 18,066 shares; 2025Q1: 17,659 shares; 2025Q2: 16,944 shares; 2025Q3: 16,599 shares 16,599 $1.34M 0.02% -345 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,931 shares; 2024Q4: 19,152 shares; 2025Q1: 18,436 shares; 2025Q2: 18,368 shares; 2025Q3: 16,782 shares 16,782 $1.34M 0.02% -1,586 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: 4,634 shares; 2024Q4: 5,520 shares; 2025Q1: 4,575 shares; 2025Q2: 4,114 shares; 2025Q3: 3,784 shares 3,784 $1.33M 0.02% -330 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,979 shares; 2024Q4: 27,915 shares; 2025Q1: 30,094 shares; 2025Q2: 30,312 shares; 2025Q3: 29,509 shares 29,509 $1.33M 0.02% -803 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,680 shares; 2025Q3: 24,445 shares 24,445 $1.32M 0.02% +8,765 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,928 shares; 2024Q4: 82,976 shares; 2025Q1: 82,282 shares; 2025Q2: 82,357 shares; 2025Q3: 82,207 shares 82,207 $1.32M 0.02% -150 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,446 shares; 2024Q4: 60,948 shares; 2025Q1: 60,977 shares; 2025Q2: 61,056 shares; 2025Q3: 33,043 shares 33,043 $1.32M 0.02% -28,013 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,140 shares; 2025Q1: 7,406 shares; 2025Q2: 9,583 shares; 2025Q3: 12,683 shares 12,683 $1.31M 0.02% +3,100 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 10,210 shares; 2025Q1: 7,932 shares; 2025Q2: 8,078 shares; 2025Q3: 9,201 shares 9,201 $1.3M 0.02% +1,123 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,717 shares; 2024Q4: 236,364 shares; 2025Q1: 245,364 shares; 2025Q2: 262,428 shares; 2025Q3: 267,428 shares 267,428 $1.3M 0.02% +5,000 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: 14,928 shares; 2024Q4: 16,191 shares; 2025Q1: 16,631 shares; 2025Q2: 17,399 shares; 2025Q3: 15,696 shares 15,696 $1.29M 0.02% -1,703 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,236 shares; 2025Q1: 5,304 shares; 2025Q2: 4,973 shares; 2025Q3: 4,916 shares 4,916 $1.28M 0.02% -57 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 8,455 shares; 2025Q1: 11,027 shares; 2025Q2: 11,154 shares; 2025Q3: 9,182 shares 9,182 $1.27M 0.02% -1,972 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: 9,163 shares; 2024Q4: 9,142 shares; 2025Q1: 8,714 shares; 2025Q2: 8,714 shares; 2025Q3: 8,714 shares 8,714 $1.27M 0.02% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,625 shares; 2024Q4: 34,530 shares; 2025Q1: 32,481 shares; 2025Q2: 32,486 shares; 2025Q3: 31,990 shares 31,990 $1.27M 0.02% -496 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,394 shares; 2024Q4: 10,394 shares; 2025Q1: 10,397 shares; 2025Q2: 10,397 shares; 2025Q3: 10,397 shares 10,397 $1.26M 0.02% 0 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: 1,505 shares; 2024Q4: 1,443 shares; 2025Q1: 5,467 shares; 2025Q2: 1,862 shares; 2025Q3: 1,622 shares 1,622 $1.25M 0.02% -240 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,556 shares; 2024Q4: 10,871 shares; 2025Q1: 8,585 shares; 2025Q2: 8,265 shares; 2025Q3: 8,023 shares 8,023 $1.25M 0.02% -242 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,635 shares 12,635 $1.24M 0.02% new 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: 6,067 shares; 2024Q4: 4,867 shares; 2025Q1: 4,867 shares; 2025Q2: 4,867 shares; 2025Q3: 4,867 shares 4,867 $1.23M 0.02% 0 Timeline HELO 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: 8,657 shares; 2024Q4: 8,657 shares; 2025Q1: 8,795 shares; 2025Q2: 27,795 shares; 2025Q3: 18,895 shares 18,895 $1.23M 0.02% -8,900 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,185 shares; 2024Q4: 33,346 shares; 2025Q1: 33,292 shares; 2025Q2: 30,303 shares; 2025Q3: 25,899 shares 25,899 $1.22M 0.02% -4,404 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,811 shares; 2024Q4: 5,971 shares; 2025Q1: 38,265 shares; 2025Q2: 35,248 shares; 2025Q3: 14,438 shares 14,438 $1.21M 0.02% -20,810 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,458 shares; 2025Q1: 4,121 shares; 2025Q2: 4,119 shares; 2025Q3: 4,684 shares 4,684 $1.21M 0.02% +565 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 11,210 shares; 2025Q1: 8,720 shares; 2025Q2: 7,265 shares; 2025Q3: 7,223 shares 7,223 $1.21M 0.02% -42 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,855 shares; 2024Q4: 22,855 shares; 2025Q1: 23,420 shares; 2025Q2: 23,420 shares; 2025Q3: 23,700 shares 23,700 $1.21M 0.02% +280 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,228 shares; 2024Q4: 16,758 shares; 2025Q1: 16,551 shares; 2025Q2: 16,353 shares; 2025Q3: 17,821 shares 17,821 $1.2M 0.02% +1,468 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 16,714 shares; 2025Q1: 16,714 shares; 2025Q2: 16,714 shares; 2025Q3: 16,246 shares 16,246 $1.2M 0.02% -468 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,695 shares; 2025Q3: 34,330 shares 34,330 $1.19M 0.02% +22,635 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,545 shares; 2025Q1: 2,476 shares; 2025Q2: 2,980 shares; 2025Q3: 2,456 shares 2,456 $1.19M 0.02% -524 SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,746 shares; 2024Q4: 36,430 shares; 2025Q1: 38,454 shares; 2025Q2: 28,480 shares; 2025Q3: 26,874 shares 26,874 $1.18M 0.02% -1,606 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: 4,794 shares; 2024Q4: 4,750 shares; 2025Q1: 4,574 shares; 2025Q2: 4,561 shares; 2025Q3: 4,540 shares 4,540 $1.18M 0.02% -21 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: 9,441 shares; 2024Q4: 9,345 shares; 2025Q1: 9,044 shares; 2025Q2: 9,022 shares; 2025Q3: 4,911 shares 4,911 $1.18M 0.02% -4,111 Timeline VMBS 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: 22,801 shares; 2024Q4: 24,836 shares; 2025Q1: 23,098 shares; 2025Q2: 23,363 shares; 2025Q3: 25,160 shares 25,160 $1.18M 0.02% +1,797 Timeline IYF 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: 9,349 shares; 2024Q4: 9,152 shares; 2025Q1: 9,152 shares; 2025Q2: 9,008 shares; 2025Q3: 9,257 shares 9,257 $1.17M 0.01% +249 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,472 shares; 2024Q4: 147,108 shares; 2025Q1: 145,322 shares; 2025Q2: 150,632 shares; 2025Q3: 134,923 shares 134,923 $1.17M 0.01% -15,709 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,601 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,928 shares 1,928 $1.15M 0.01% -13 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,130 shares; 2024Q4: 7,395 shares; 2025Q1: 7,085 shares; 2025Q2: 7,141 shares; 2025Q3: 6,872 shares 6,872 $1.15M 0.01% -269 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 8,311 shares; 2025Q1: 8,498 shares; 2025Q2: 8,334 shares; 2025Q3: 9,028 shares 9,028 $1.15M 0.01% +694 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: 4,470 shares; 2024Q4: 3,437 shares; 2025Q1: 4,557 shares; 2025Q2: 3,910 shares; 2025Q3: 3,720 shares 3,720 $1.14M 0.01% -190 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,000 shares; 2024Q4: 152,000 shares; 2025Q1: 150,000 shares; 2025Q2: 150,000 shares; 2025Q3: 190,000 shares 190,000 $1.14M 0.01% +40,000 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,972 shares; 2025Q1: 62,972 shares; 2025Q2: 62,972 shares; 2025Q3: 62,972 shares 62,972 $1.13M 0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,003 shares; 2025Q1: 5,351 shares; 2025Q2: 6,583 shares; 2025Q3: 6,436 shares 6,436 $1.13M 0.01% -147 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,381 shares; 2024Q4: 11,835 shares; 2025Q1: 9,211 shares; 2025Q2: 8,964 shares; 2025Q3: 9,988 shares 9,988 $1.12M 0.01% +1,024 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: 22,175 shares; 2024Q4: 12,050 shares; 2025Q1: 25,538 shares; 2025Q2: 26,913 shares; 2025Q3: 27,862 shares 27,862 $1.1M 0.01% +949 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: 11,951 shares; 2024Q4: 14,506 shares; 2025Q1: 15,391 shares; 2025Q2: 14,473 shares; 2025Q3: 13,765 shares 13,765 $1.1M 0.01% -708 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,595 shares; 2024Q4: 13,317 shares; 2025Q1: 12,906 shares; 2025Q2: 11,706 shares; 2025Q3: 11,470 shares 11,470 $1.1M 0.01% -236 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,901 shares; 2024Q4: 108,534 shares; 2025Q1: 108,180 shares; 2025Q2: 109,812 shares; 2025Q3: 120,989 shares 120,989 $1.1M 0.01% +11,177 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 7,005 shares; 2025Q1: 7,005 shares; 2025Q2: 9,405 shares; 2025Q3: 9,605 shares 9,605 $1.09M 0.01% +200 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,356 shares; 2025Q1: 5,356 shares; 2025Q2: 5,356 shares; 2025Q3: 5,356 shares 5,356 $1.09M 0.01% 0 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,986 shares; 2024Q4: 27,994 shares; 2025Q1: 27,985 shares; 2025Q2: 27,984 shares; 2025Q3: 27,982 shares 27,982 $1.08M 0.01% -2 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,545 shares; 2025Q3: 7,371 shares 7,371 $1.07M 0.01% -12,174 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,111 shares; 2024Q4: 23,097 shares; 2025Q1: 22,185 shares; 2025Q2: 21,316 shares; 2025Q3: 8,245 shares 8,245 $1.06M 0.01% -13,071 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,780 shares; 2024Q4: 10,880 shares; 2025Q1: 10,780 shares; 2025Q2: 10,820 shares; 2025Q3: 10,820 shares 10,820 $1.06M 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,192 shares; 2025Q1: 1,209 shares; 2025Q2: 1,197 shares; 2025Q3: 1,110 shares 1,110 $1.06M 0.01% -87 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares 12,500 $1.06M 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 3,724 shares; 2025Q1: 3,855 shares; 2025Q2: 3,932 shares; 2025Q3: 5,221 shares 5,221 $1.05M 0.01% +1,289 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,431 shares; 2025Q1: 5,196 shares; 2025Q2: 6,911 shares; 2025Q3: 8,237 shares 8,237 $1.04M 0.01% +1,326 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 16,096 shares; 2025Q1: 23,278 shares; 2025Q2: 19,752 shares; 2025Q3: 23,038 shares 23,038 $1.04M 0.01% +3,286 Timeline PDP 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: 9,308 shares; 2024Q4: 8,682 shares; 2025Q1: 8,162 shares; 2025Q2: 9,855 shares; 2025Q3: 8,791 shares 8,791 $1.04M 0.01% -1,064 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: 34,925 shares; 2024Q4: 34,925 shares; 2025Q1: 34,925 shares; 2025Q2: 34,925 shares; 2025Q3: 34,925 shares 34,925 $1.03M 0.01% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 5,667 shares; 2025Q1: 5,845 shares; 2025Q2: 5,794 shares; 2025Q3: 4,870 shares 4,870 $1.03M 0.01% -924 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 6,350 shares; 2025Q1: 6,341 shares; 2025Q2: 6,205 shares; 2025Q3: 5,936 shares 5,936 $1.02M 0.01% -269 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,776 shares; 2024Q4: 61,237 shares; 2025Q1: 59,870 shares; 2025Q2: 59,289 shares; 2025Q3: 59,283 shares 59,283 $1.02M 0.01% -6 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,007 shares; 2024Q4: 129,904 shares; 2025Q1: 123,703 shares; 2025Q2: 158,294 shares; 2025Q3: 158,639 shares 158,639 $1.02M 0.01% +345 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,844 shares; 2024Q4: 10,402 shares; 2025Q1: 10,152 shares; 2025Q2: 9,677 shares; 2025Q3: 9,596 shares 9,596 $1.02M 0.01% -81 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,240 shares; 2024Q4: 19,610 shares; 2025Q1: 20,010 shares; 2025Q2: 20,385 shares; 2025Q3: 22,562 shares 22,562 $1.02M 0.01% +2,177 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,491 shares; 2024Q4: 84,491 shares; 2025Q1: 84,191 shares; 2025Q2: 84,191 shares; 2025Q3: 84,737 shares 84,737 $1.02M 0.01% +546 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,892 shares; 2024Q4: 94,086 shares; 2025Q1: 62,390 shares; 2025Q2: 55,638 shares; 2025Q3: 44,196 shares 44,196 $1.01M 0.01% -11,442 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: 72,763 shares; 2024Q4: 69,836 shares; 2025Q1: 106,097 shares; 2025Q2: 83,242 shares; 2025Q3: 84,286 shares 84,286 $1.01M 0.01% +1,044 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,857 shares; 2025Q1: 33,857 shares; 2025Q2: 33,857 shares; 2025Q3: 33,857 shares 33,857 $1M 0.01% 0 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: 13,298 shares; 2024Q4: 14,090 shares; 2025Q1: 11,581 shares; 2025Q2: 12,082 shares; 2025Q3: 9,712 shares 9,712 $1M 0.01% -2,370 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS 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: not reported; 2025Q3: 3,212 shares 3,212 $996K 0.01% new 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: 21,577 shares; 2024Q4: 16,406 shares; 2025Q1: 16,045 shares; 2025Q2: 16,046 shares; 2025Q3: 16,047 shares 16,047 $994K 0.01% +1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 22,635 shares; 2025Q1: 27,269 shares; 2025Q2: 29,133 shares; 2025Q3: 30,870 shares 30,870 $985K 0.01% +1,737 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,534 shares; 2024Q4: 21,456 shares; 2025Q1: 17,427 shares; 2025Q2: 15,317 shares; 2025Q3: 13,622 shares 13,622 $984K 0.01% -1,695 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,652 shares; 2025Q1: 4,588 shares; 2025Q2: 3,838 shares; 2025Q3: 3,518 shares 3,518 $984K 0.01% -320 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,461 shares; 2024Q4: 8,898 shares; 2025Q1: 7,886 shares; 2025Q2: 6,860 shares; 2025Q3: 6,850 shares 6,850 $969K 0.01% -10 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: 14,035 shares; 2024Q4: 25,509 shares; 2025Q1: 31,837 shares; 2025Q2: 26,619 shares; 2025Q3: 27,600 shares 27,600 $969K 0.01% +981 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: 6,521 shares; 2024Q4: 6,853 shares; 2025Q1: 6,859 shares; 2025Q2: 6,844 shares; 2025Q3: 6,912 shares 6,912 $962K 0.01% +68 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,334 shares; 2024Q4: 10,937 shares; 2025Q1: 11,549 shares; 2025Q2: 12,063 shares; 2025Q3: 11,510 shares 11,510 $961K 0.01% -553 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,331 shares; 2024Q4: 36,229 shares; 2025Q1: 33,996 shares; 2025Q2: 28,911 shares; 2025Q3: 27,836 shares 27,836 $959K 0.01% -1,075 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,995 shares; 2024Q4: 13,750 shares; 2025Q1: 13,667 shares; 2025Q2: 13,667 shares; 2025Q3: 13,998 shares 13,998 $955K 0.01% +331 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,995 shares; 2025Q1: 7,385 shares; 2025Q2: 7,574 shares; 2025Q3: 23,275 shares 23,275 $948K 0.01% +15,701 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: 4,765 shares; 2025Q1: 3,856 shares; 2025Q2: 6,073 shares; 2025Q3: 4,813 shares 4,813 $943K 0.01% -1,260 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,056 shares; 2025Q2: 1,025 shares; 2025Q3: 1,005 shares 1,005 $938K 0.01% -20 Timeline JULH 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: 40,383 shares; 2024Q4: 39,252 shares; 2025Q1: 39,252 shares; 2025Q2: 37,598 shares; 2025Q3: 37,320 shares 37,320 $934K 0.01% -278 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,413 shares; 2025Q1: 2,315 shares; 2025Q2: 2,170 shares; 2025Q3: 2,162 shares 2,162 $933K 0.01% -8 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 5,866 shares; 2025Q1: 6,195 shares; 2025Q2: 6,161 shares; 2025Q3: 5,899 shares 5,899 $926K 0.01% -262 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,899 shares; 2024Q4: 11,373 shares; 2025Q1: 10,713 shares; 2025Q2: 10,713 shares; 2025Q3: 10,713 shares 10,713 $925K 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 4,000 shares; 2025Q1: 4,510 shares; 2025Q2: 4,665 shares; 2025Q3: 6,519 shares 6,519 $922K 0.01% +1,854 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,079 shares; 2024Q4: 10,837 shares; 2025Q1: 11,535 shares; 2025Q2: 18,455 shares; 2025Q3: 19,322 shares 19,322 $913K 0.01% +867 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,663 shares; 2024Q4: 37,708 shares; 2025Q1: 34,673 shares; 2025Q2: 33,253 shares; 2025Q3: 33,213 shares 33,213 $901K 0.01% -40 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 4,330 shares; 2025Q1: 4,298 shares; 2025Q2: 4,300 shares; 2025Q3: 4,302 shares 4,302 $901K 0.01% +2 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: 13,004 shares; 2024Q4: 11,326 shares; 2025Q1: 15,635 shares; 2025Q2: 15,849 shares; 2025Q3: 14,813 shares 14,813 $900K 0.01% -1,036 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,734 shares; 2024Q4: 9,450 shares; 2025Q1: 15,190 shares; 2025Q2: 14,203 shares; 2025Q3: 16,970 shares 16,970 $898K 0.01% +2,767 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: 7,061 shares; 2024Q4: 6,298 shares; 2025Q1: 5,713 shares; 2025Q2: 4,088 shares; 2025Q3: 3,771 shares 3,771 $890K 0.01% -317 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: 13,031 shares; 2024Q4: 12,130 shares; 2025Q1: 11,691 shares; 2025Q2: 11,451 shares; 2025Q3: 9,889 shares 9,889 $890K 0.01% -1,562 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,358 shares; 2024Q4: 13,358 shares; 2025Q1: 13,014 shares; 2025Q2: 13,020 shares; 2025Q3: 13,118 shares 13,118 $890K 0.01% +98 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: 1,741 shares; 2024Q4: 1,841 shares; 2025Q1: 2,047 shares; 2025Q2: 2,053 shares; 2025Q3: 2,104 shares 2,104 $888K 0.01% +51 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 76,041 shares; 2025Q1: 73,294 shares; 2025Q2: 22,051 shares; 2025Q3: 8,638 shares 8,638 $887K 0.01% -13,413 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: 14,829 shares; 2024Q4: 14,327 shares; 2025Q1: 12,821 shares; 2025Q2: 11,872 shares; 2025Q3: 11,283 shares 11,283 $886K 0.01% -589 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,623 shares; 2025Q2: 11,596 shares; 2025Q3: 11,517 shares 11,517 $883K 0.01% -79 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 3,980 shares; 2025Q1: 3,510 shares; 2025Q2: 3,229 shares; 2025Q3: 3,592 shares 3,592 $882K 0.01% +363 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,436 shares; 2024Q4: 33,358 shares; 2025Q1: 17,440 shares; 2025Q2: 17,007 shares; 2025Q3: 15,495 shares 15,495 $879K 0.01% -1,512 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,524 shares; 2024Q4: 238,855 shares; 2025Q1: 247,005 shares; 2025Q2: 273,275 shares; 2025Q3: 260,830 shares 260,830 $879K 0.01% -12,445 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,841 shares; 2024Q4: 99,937 shares; 2025Q1: 94,777 shares; 2025Q2: 91,190 shares; 2025Q3: 97,734 shares 97,734 $877K 0.01% +6,544 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 9,748 shares; 2025Q1: 9,748 shares; 2025Q2: 9,748 shares; 2025Q3: 8,728 shares 8,728 $875K 0.01% -1,020 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,773 shares; 2025Q1: 3,803 shares; 2025Q2: 3,778 shares; 2025Q3: 3,473 shares 3,473 $874K 0.01% -305 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 9,633 shares; 2025Q1: 17,743 shares; 2025Q2: 12,116 shares; 2025Q3: 8,410 shares 8,410 $869K 0.01% -3,706 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,890 shares; 2025Q3: 24,900 shares 24,900 $864K 0.01% +3,010 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,086 shares; 2024Q4: 9,308 shares; 2025Q1: 8,659 shares; 2025Q2: 9,275 shares; 2025Q3: 9,152 shares 9,152 $862K 0.01% -123 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: 13,199 shares; 2024Q4: 13,103 shares; 2025Q1: 5,663 shares; 2025Q2: 11,859 shares; 2025Q3: 11,726 shares 11,726 $861K 0.01% -133 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,528 shares 8,528 $860K 0.01% new Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 9,668 shares; 2025Q1: 10,657 shares; 2025Q2: 11,902 shares; 2025Q3: 27,598 shares 27,598 $859K 0.01% +15,696 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,815 shares; 2024Q4: 9,520 shares; 2025Q1: 8,900 shares; 2025Q2: 10,153 shares; 2025Q3: 15,018 shares 15,018 $853K 0.01% +4,865 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,316 shares; 2024Q4: 23,555 shares; 2025Q1: 20,235 shares; 2025Q2: 17,055 shares; 2025Q3: 14,167 shares 14,167 $846K 0.01% -2,888 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,392 shares; 2025Q1: 14,559 shares; 2025Q2: 13,904 shares; 2025Q3: 12,515 shares 12,515 $846K 0.01% -1,389 Timeline EIPI 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: 43,560 shares; 2024Q4: 42,493 shares; 2025Q1: 42,399 shares; 2025Q2: 42,413 shares; 2025Q3: 42,424 shares 42,424 $841K 0.01% +11 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,551 shares; 2025Q2: 5,538 shares; 2025Q3: 5,500 shares 5,500 $841K 0.01% -38 Timeline FUMB 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: 41,611 shares; 2024Q4: 41,611 shares; 2025Q1: 41,611 shares; 2025Q2: 41,611 shares; 2025Q3: 41,611 shares 41,611 $836K 0.01% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,956 shares 8,956 $825K 0.01% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,146 shares; 2025Q3: 11,944 shares 11,944 $817K 0.01% +7,798 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,780 shares 7,780 $817K 0.01% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,943 shares; 2024Q4: 20,215 shares; 2025Q1: 16,899 shares; 2025Q2: 18,216 shares; 2025Q3: 18,945 shares 18,945 $811K 0.01% +729 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,178 shares; 2024Q4: 19,532 shares; 2025Q1: 19,173 shares; 2025Q2: 18,958 shares; 2025Q3: 18,810 shares 18,810 $811K 0.01% -148 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 4,918 shares; 2025Q1: 4,837 shares; 2025Q2: 4,841 shares; 2025Q3: 5,111 shares 5,111 $808K 0.01% +270 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,144 shares; 2025Q1: 3,425 shares; 2025Q2: 3,547 shares; 2025Q3: 3,475 shares 3,475 $807K 0.01% -72 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,900 shares; 2024Q4: 59,870 shares; 2025Q1: 59,190 shares; 2025Q2: 49,745 shares; 2025Q3: 49,920 shares 49,920 $807K 0.01% +175 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,556 shares; 2024Q4: 9,825 shares; 2025Q1: 7,348 shares; 2025Q2: 9,360 shares; 2025Q3: 10,372 shares 10,372 $800K 0.01% +1,012 Timeline IYJ 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: 8,084 shares; 2024Q4: 7,863 shares; 2025Q1: 7,769 shares; 2025Q2: 5,265 shares; 2025Q3: 5,482 shares 5,482 $800K 0.01% +217 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,673 shares; 2024Q4: 20,298 shares; 2025Q1: 6,840 shares; 2025Q2: 8,592 shares; 2025Q3: 7,606 shares 7,606 $795K 0.01% -986 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,220 shares; 2024Q4: 8,973 shares; 2025Q1: 10,488 shares; 2025Q2: 10,865 shares; 2025Q3: 10,420 shares 10,420 $793K 0.01% -445 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,895 shares; 2025Q1: 1,703 shares; 2025Q2: 1,819 shares; 2025Q3: 1,829 shares 1,829 $787K 0.01% +10 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,961 shares; 2025Q2: 9,939 shares; 2025Q3: 9,874 shares 9,874 $786K 0.01% -65 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,642 shares; 2025Q3: 8,567 shares 8,567 $786K 0.01% -75 Timeline EFAV 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: 9,095 shares; 2024Q4: 9,060 shares; 2025Q1: 9,060 shares; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares 9,240 $784K 0.01% 0 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,030 shares; 2025Q2: 22,336 shares; 2025Q3: 27,336 shares 27,336 $783K 0.01% +5,000 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,224 shares; 2024Q4: 15,226 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $782K 0.01% 0 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: 1,250 shares; 2024Q4: 1,364 shares; 2025Q1: 1,879 shares; 2025Q2: 1,937 shares; 2025Q3: 1,842 shares 1,842 $778K 0.01% -95 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,932 shares; 2025Q1: 2,004 shares; 2025Q2: 2,672 shares; 2025Q3: 2,614 shares 2,614 $777K 0.01% -58 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: 6,415 shares; 2024Q4: 6,484 shares; 2025Q1: 6,381 shares; 2025Q2: 6,317 shares; 2025Q3: 6,057 shares 6,057 $777K 0.01% -260 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 8,906 shares; 2025Q1: 8,906 shares; 2025Q2: 9,306 shares; 2025Q3: 9,306 shares 9,306 $776K 0.01% 0 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,195 shares; 2024Q4: 70,685 shares; 2025Q1: 67,509 shares; 2025Q2: 63,089 shares; 2025Q3: 53,419 shares 53,419 $772K 0.01% -9,670 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,180 shares; 2025Q1: 3,092 shares; 2025Q2: 3,104 shares; 2025Q3: 3,135 shares 3,135 $772K 0.01% +31 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,120 shares; 2024Q4: 12,565 shares; 2025Q1: 7,154 shares; 2025Q2: 7,556 shares; 2025Q3: 8,495 shares 8,495 $771K 0.01% +939 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,841 shares; 2025Q1: 4,841 shares; 2025Q2: 5,312 shares; 2025Q3: 5,312 shares 5,312 $767K 0.01% 0 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,025 shares; 2025Q2: 34,985 shares; 2025Q3: 27,635 shares 27,635 $766K 0.01% -7,350 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,926 shares; 2024Q4: 39,980 shares; 2025Q1: 27,003 shares; 2025Q2: 24,626 shares; 2025Q3: 29,610 shares 29,610 $765K 0.01% +4,984 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,039 shares; 2025Q3: 14,899 shares 14,899 $760K 0.01% +1,860 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,937 shares; 2025Q1: 2,728 shares; 2025Q2: 2,901 shares; 2025Q3: 3,332 shares 3,332 $756K 0.01% +431 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,448 shares; 2024Q4: 41,448 shares; 2025Q1: 42,492 shares; 2025Q2: 40,473 shares; 2025Q3: 40,482 shares 40,482 $755K 0.01% +9 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,458 shares; 2025Q1: 5,680 shares; 2025Q2: 6,584 shares; 2025Q3: 6,512 shares 6,512 $752K 0.01% -72 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,973 shares; 2024Q4: 13,995 shares; 2025Q1: 13,652 shares; 2025Q2: 12,308 shares; 2025Q3: 11,146 shares 11,146 $750K 0.01% -1,162 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,983 shares; 2025Q2: 6,609 shares; 2025Q3: 5,398 shares 5,398 $748K 0.01% -1,211 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,529 shares; 2024Q4: 105,439 shares; 2025Q1: 95,693 shares; 2025Q2: 8,359 shares; 2025Q3: 8,207 shares 8,207 $743K 0.01% -152 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,281 shares; 2024Q4: 103,169 shares; 2025Q1: 111,214 shares; 2025Q2: 43,865 shares; 2025Q3: 21,357 shares 21,357 $738K 0.01% -22,508 Timeline FNDA 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: 8,055 shares; 2024Q4: 18,410 shares; 2025Q1: 20,994 shares; 2025Q2: 22,726 shares; 2025Q3: 23,622 shares 23,622 $736K 0.01% +896 Timeline MODL 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: 6,440 shares; 2025Q2: 15,890 shares; 2025Q3: 15,890 shares 15,890 $734K 0.01% 0 Timeline IHF 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: 4,775 shares; 2024Q4: 4,775 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 14,732 shares 14,732 $728K 0.01% +9,857 Timeline PJAN 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: 15,030 shares; 2024Q4: 15,030 shares; 2025Q1: 15,830 shares; 2025Q2: 15,830 shares; 2025Q3: 15,830 shares 15,830 $725K 0.01% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,648 shares; 2024Q4: 34,783 shares; 2025Q1: 35,473 shares; 2025Q2: 37,953 shares; 2025Q3: 55,577 shares 55,577 $723K 0.01% +17,624 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,534 shares; 2024Q4: 10,482 shares; 2025Q1: 8,102 shares; 2025Q2: 7,382 shares; 2025Q3: 6,871 shares 6,871 $722K 0.01% -511 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,946 shares; 2025Q1: 5,256 shares; 2025Q2: 5,179 shares; 2025Q3: 4,409 shares 4,409 $720K 0.01% -770 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,293 shares; 2024Q4: 6,543 shares; 2025Q1: 12,366 shares; 2025Q2: 10,277 shares; 2025Q3: 8,582 shares 8,582 $720K 0.01% -1,695 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,740 shares; 2025Q1: 3,941 shares; 2025Q2: 4,096 shares; 2025Q3: 8,328 shares 8,328 $718K 0.01% +4,232 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: 6,623 shares; 2025Q1: 7,447 shares; 2025Q2: 6,505 shares; 2025Q3: 7,486 shares 7,486 $711K 0.01% +981 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,366 shares; 2025Q1: 2,217 shares; 2025Q2: 2,298 shares; 2025Q3: 2,291 shares 2,291 $705K 0.01% -7 Timeline GDXJ 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: 12,983 shares; 2024Q4: 11,261 shares; 2025Q1: 10,020 shares; 2025Q2: 7,914 shares; 2025Q3: 7,099 shares 7,099 $703K 0.01% -815 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,113 shares; 2024Q4: 13,280 shares; 2025Q1: 14,290 shares; 2025Q2: 14,424 shares; 2025Q3: 36,681 shares 36,681 $702K 0.01% +22,257 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,096 shares; 2025Q1: 7,820 shares; 2025Q2: 8,662 shares; 2025Q3: 8,718 shares 8,718 $693K 0.01% +56 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 4,634 shares; 2025Q1: 4,604 shares; 2025Q2: 4,404 shares; 2025Q3: 4,484 shares 4,484 $692K 0.01% +80 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,686 shares; 2024Q4: 21,855 shares; 2025Q1: 22,005 shares; 2025Q2: 28,755 shares; 2025Q3: 60,692 shares 60,692 $691K 0.01% +31,937 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,262 shares; 2024Q4: 10,690 shares; 2025Q1: 10,661 shares; 2025Q2: 10,206 shares; 2025Q3: 9,975 shares 9,975 $688K 0.01% -231 Timeline NXTG 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: 7,570 shares; 2024Q4: 6,738 shares; 2025Q1: 6,629 shares; 2025Q2: 6,634 shares; 2025Q3: 6,638 shares 6,638 $688K 0.01% +4 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,915 shares; 2024Q4: 15,900 shares; 2025Q1: 14,370 shares; 2025Q2: 14,370 shares; 2025Q3: 14,370 shares 14,370 $686K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,476 shares; 2025Q1: 5,451 shares; 2025Q2: 6,600 shares; 2025Q3: 4,707 shares 4,707 $686K 0.01% -1,893 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: 16,952 shares; 2024Q4: 16,782 shares; 2025Q1: 19,850 shares; 2025Q2: 18,850 shares; 2025Q3: 18,443 shares 18,443 $685K 0.01% -407 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,053 shares; 2024Q4: 24,180 shares; 2025Q1: 19,112 shares; 2025Q2: 16,674 shares; 2025Q3: 14,944 shares 14,944 $684K 0.01% -1,730 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,788 shares; 2025Q1: 1,686 shares; 2025Q2: 1,614 shares; 2025Q3: 1,462 shares 1,462 $684K 0.01% -152 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 2,988 shares; 2025Q1: 2,973 shares; 2025Q2: 3,253 shares; 2025Q3: 3,908 shares 3,908 $684K 0.01% +655 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,011 shares; 2024Q4: 17,845 shares; 2025Q1: 17,847 shares; 2025Q2: 17,850 shares; 2025Q3: 17,852 shares 17,852 $684K 0.01% +2 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,035 shares; 2024Q4: 16,185 shares; 2025Q1: 15,985 shares; 2025Q2: 16,485 shares; 2025Q3: 16,485 shares 16,485 $682K 0.01% 0 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: 1,233 shares; 2024Q4: 1,239 shares; 2025Q1: 1,225 shares; 2025Q2: 1,204 shares; 2025Q3: 1,405 shares 1,405 $682K 0.01% +201 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,514 shares; 2025Q1: 6,127 shares; 2025Q2: 6,127 shares; 2025Q3: 6,197 shares 6,197 $680K 0.01% +70 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: 5,914 shares; 2024Q4: 6,116 shares; 2025Q1: 6,065 shares; 2025Q2: 7,223 shares; 2025Q3: 6,877 shares 6,877 $677K 0.01% -346 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,045 shares; 2025Q1: 5,343 shares; 2025Q2: 6,422 shares; 2025Q3: 7,123 shares 7,123 $675K 0.01% +701 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 6,031 shares; 2025Q1: 5,472 shares; 2025Q2: 5,401 shares; 2025Q3: 5,347 shares 5,347 $673K 0.01% -54 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 14,766 shares; 2025Q1: 14,307 shares; 2025Q2: 14,355 shares; 2025Q3: 14,108 shares 14,108 $672K 0.01% -247 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 5,816 shares; 2025Q1: 5,937 shares; 2025Q2: 5,925 shares; 2025Q3: 6,801 shares 6,801 $671K 0.01% +876 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,189 shares; 2025Q1: 2,172 shares; 2025Q2: 1,781 shares; 2025Q3: 1,365 shares 1,365 $671K 0.01% -416 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,000 shares 120,000 $668K 0.01% new Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,384 shares; 2025Q1: 4,653 shares; 2025Q2: 8,783 shares; 2025Q3: 14,872 shares 14,872 $668K 0.01% +6,089 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: 2,172 shares; 2024Q4: 2,312 shares; 2025Q1: 2,542 shares; 2025Q2: 2,437 shares; 2025Q3: 2,459 shares 2,459 $664K 0.01% +22 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 3,498 shares; 2025Q1: 3,206 shares; 2025Q2: 4,377 shares; 2025Q3: 3,236 shares 3,236 $663K 0.01% -1,141 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,894 shares; 2024Q4: 13,999 shares; 2025Q1: 14,805 shares; 2025Q2: 14,893 shares; 2025Q3: 12,960 shares 12,960 $662K 0.01% -1,933 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: 5,146 shares; 2024Q4: 5,152 shares; 2025Q1: 5,005 shares; 2025Q2: 5,007 shares; 2025Q3: 5,021 shares 5,021 $659K 0.01% +14 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: not reported; 2025Q1: 6,258 shares; 2025Q2: 8,143 shares; 2025Q3: 8,182 shares 8,182 $659K 0.01% +39 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,610 shares 31,610 $658K 0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 3,186 shares; 2025Q1: 2,691 shares; 2025Q2: 2,665 shares; 2025Q3: 2,577 shares 2,577 $655K 0.01% -88 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: 6,431 shares; 2024Q4: 6,431 shares; 2025Q1: 6,431 shares; 2025Q2: 6,431 shares; 2025Q3: 6,327 shares 6,327 $653K 0.01% -104 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,042 shares; 2025Q1: 2,076 shares; 2025Q2: 26,985 shares; 2025Q3: 3,378 shares 3,378 $652K 0.01% -23,607 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: 3,551 shares; 2024Q4: 4,474 shares; 2025Q1: 4,555 shares; 2025Q2: 4,855 shares; 2025Q3: 4,599 shares 4,599 $650K 0.01% -256 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 20,077 shares; 2025Q1: 6,915 shares; 2025Q2: 6,929 shares; 2025Q3: 6,813 shares 6,813 $648K 0.01% -116 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,836 shares; 2025Q2: 4,767 shares; 2025Q3: 4,522 shares 4,522 $647K 0.01% -245 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,690 shares; 2024Q4: 18,906 shares; 2025Q1: 18,114 shares; 2025Q2: 17,630 shares; 2025Q3: 20,179 shares 20,179 $644K 0.01% +2,549 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 1,663 shares; 2025Q1: 1,852 shares; 2025Q2: 1,636 shares; 2025Q3: 1,859 shares 1,859 $642K 0.01% +223 Timeline MLPX 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: 10,145 shares; 2024Q4: 10,145 shares; 2025Q1: 10,145 shares; 2025Q2: 10,145 shares; 2025Q3: 10,145 shares 10,145 $636K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 6,105 shares; 2025Q1: 5,995 shares; 2025Q2: 6,477 shares; 2025Q3: 6,465 shares 6,465 $636K 0.01% -12 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,654 shares; 2025Q1: 3,594 shares; 2025Q2: 3,694 shares; 2025Q3: 3,420 shares 3,420 $630K 0.01% -274 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,395 shares; 2024Q4: 14,983 shares; 2025Q1: 15,113 shares; 2025Q2: 12,708 shares; 2025Q3: 11,434 shares 11,434 $622K 0.01% -1,274 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,617 shares; 2025Q1: 3,317 shares; 2025Q2: 3,317 shares; 2025Q3: 3,117 shares 3,117 $622K 0.01% -200 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,926 shares; 2024Q4: 36,702 shares; 2025Q1: 32,729 shares; 2025Q2: 27,900 shares; 2025Q3: 25,956 shares 25,956 $622K 0.01% -1,944 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: 2,895 shares; 2024Q4: 2,899 shares; 2025Q1: 2,892 shares; 2025Q2: 2,894 shares; 2025Q3: 2,895 shares 2,895 $619K 0.01% +1 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 4,285 shares; 2025Q1: 4,161 shares; 2025Q2: 4,367 shares; 2025Q3: 4,261 shares 4,261 $610K 0.01% -106 Timeline ITB 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: 6,968 shares; 2024Q4: 6,791 shares; 2025Q1: 6,791 shares; 2025Q2: 5,858 shares; 2025Q3: 5,657 shares 5,657 $607K 0.01% -201 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 4,126 shares; 2025Q1: 2,456 shares; 2025Q2: 2,190 shares; 2025Q3: 2,262 shares 2,262 $604K 0.01% +72 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 3,968 shares; 2025Q1: 20,022 shares; 2025Q2: 4,780 shares; 2025Q3: 4,693 shares 4,693 $602K 0.01% -87 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares 5,500 $599K 0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,125 shares; 2025Q3: 10,931 shares 10,931 $598K 0.01% +2,806 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,971 shares; 2024Q4: not reported; 2025Q1: 6,676 shares; 2025Q2: 21,898 shares; 2025Q3: 21,973 shares 21,973 $595K 0.01% +75 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,015 shares; 2025Q1: 1,976 shares; 2025Q2: 1,942 shares; 2025Q3: 1,895 shares 1,895 $592K 0.01% -47 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,125 shares; 2025Q1: 6,277 shares; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares 6,125 $589K 0.01% 0 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,106 shares; 2024Q4: 14,281 shares; 2025Q1: 14,186 shares; 2025Q2: 16,947 shares; 2025Q3: 16,869 shares 16,869 $587K 0.01% -78 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,491 shares; 2024Q4: 9,241 shares; 2025Q1: 9,422 shares; 2025Q2: 10,110 shares; 2025Q3: 9,860 shares 9,860 $586K 0.01% -250 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 8,032 shares; 2025Q1: 7,662 shares; 2025Q2: 8,289 shares; 2025Q3: 16,523 shares 16,523 $585K 0.01% +8,234 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: 7,789 shares; 2024Q4: 7,540 shares; 2025Q1: 7,544 shares; 2025Q2: 7,214 shares; 2025Q3: 7,254 shares 7,254 $585K 0.01% +40 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 4,710 shares; 2025Q1: 4,886 shares; 2025Q2: 4,822 shares; 2025Q3: 5,102 shares 5,102 $585K 0.01% +280 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,139 shares; 2024Q4: 9,176 shares; 2025Q1: 9,383 shares; 2025Q2: 11,938 shares; 2025Q3: 11,986 shares 11,986 $584K 0.01% +48 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 5,361 shares; 2025Q1: 5,244 shares; 2025Q2: 5,246 shares; 2025Q3: 5,249 shares 5,249 $581K 0.01% +3 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,507 shares; 2024Q4: 33,329 shares; 2025Q1: 37,236 shares; 2025Q2: 35,842 shares; 2025Q3: 38,530 shares 38,530 $581K 0.01% +2,688 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 16,353 shares; 2025Q1: 13,953 shares; 2025Q2: 10,400 shares; 2025Q3: 9,488 shares 9,488 $578K 0.01% -912 Timeline FDD 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: 43,158 shares; 2024Q4: 39,583 shares; 2025Q1: 35,958 shares; 2025Q2: 35,758 shares; 2025Q3: 35,758 shares 35,758 $577K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,064 shares; 2025Q1: 2,891 shares; 2025Q2: 3,997 shares; 2025Q3: 5,070 shares 5,070 $577K 0.01% +1,073 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,926 shares; 2024Q4: 14,940 shares; 2025Q1: 14,180 shares; 2025Q2: 11,087 shares; 2025Q3: 10,983 shares 10,983 $577K 0.01% -104 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: 3,557 shares; 2024Q4: 3,135 shares; 2025Q1: 2,854 shares; 2025Q2: 3,778 shares; 2025Q3: 4,659 shares 4,659 $574K 0.01% +881 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 13,265 shares; 2025Q1: 13,265 shares; 2025Q2: 13,265 shares; 2025Q3: 13,795 shares 13,795 $570K 0.01% +530 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,578 shares; 2024Q4: 9,687 shares; 2025Q1: 9,587 shares; 2025Q2: 9,590 shares; 2025Q3: 9,594 shares 9,594 $570K 0.01% +4 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 1,907 shares; 2025Q1: 1,972 shares; 2025Q2: 1,664 shares; 2025Q3: 1,757 shares 1,757 $569K 0.01% +93 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,363 shares; 2024Q4: 14,363 shares; 2025Q1: 14,151 shares; 2025Q2: 14,151 shares; 2025Q3: 14,151 shares 14,151 $567K 0.01% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS 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: 5,836 shares; 2025Q1: 8,552 shares; 2025Q2: 8,383 shares; 2025Q3: 10,067 shares 10,067 $567K 0.01% +1,684 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782,211 shares; 2024Q4: 828,112 shares; 2025Q1: 722,602 shares; 2025Q2: 37,971 shares; 2025Q3: 27,074 shares 27,074 $560K 0.01% -10,897 IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: 8,009 shares; 2025Q1: 5,688 shares; 2025Q2: 5,135 shares; 2025Q3: 5,042 shares 5,042 $558K 0.01% -93 Timeline BALT 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: not reported; 2025Q1: not reported; 2025Q2: 16,338 shares; 2025Q3: 16,893 shares 16,893 $554K 0.01% +555 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: 3,633 shares; 2025Q1: 2,565 shares; 2025Q2: 2,947 shares; 2025Q3: 3,289 shares 3,289 $554K 0.01% +342 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,230 shares; 2025Q1: 28,061 shares; 2025Q2: 4,806 shares; 2025Q3: 3,868 shares 3,868 $553K 0.01% -938 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 1,454 shares 1,454 $549K 0.01% +3 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: 24,750 shares; 2024Q4: 23,599 shares; 2025Q1: 16,958 shares; 2025Q2: 13,305 shares; 2025Q3: 4,719 shares 4,719 $545K 0.01% -8,586 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,147 shares; 2024Q4: 10,147 shares; 2025Q1: 10,147 shares; 2025Q2: 10,814 shares; 2025Q3: 5,814 shares 5,814 $543K 0.01% -5,000 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,050 shares; 2024Q4: 86,040 shares; 2025Q1: 85,490 shares; 2025Q2: 85,275 shares; 2025Q3: 68,029 shares 68,029 $540K 0.01% -17,246 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,063 shares; 2024Q4: 56,665 shares; 2025Q1: 44,500 shares; 2025Q2: 39,050 shares; 2025Q3: 40,025 shares 40,025 $540K 0.01% +975 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: 3,353 shares; 2024Q4: 3,181 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 2,869 shares 2,869 $538K 0.01% -134 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,127 shares; 2025Q3: 2,343 shares 2,343 $538K 0.01% +216 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,383 shares; 2024Q4: 11,019 shares; 2025Q1: 9,650 shares; 2025Q2: 10,096 shares; 2025Q3: 9,848 shares 9,848 $536K 0.01% -248 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,656 shares; 2024Q4: 13,308 shares; 2025Q1: 11,977 shares; 2025Q2: 11,870 shares; 2025Q3: 11,776 shares 11,776 $535K 0.01% -94 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,942 shares; 2024Q4: 8,300 shares; 2025Q1: 6,981 shares; 2025Q2: 6,703 shares; 2025Q3: 5,866 shares 5,866 $534K 0.01% -837 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,981 shares; 2025Q2: 3,144 shares; 2025Q3: 3,386 shares 3,386 $533K 0.01% +242 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,074 shares; 2024Q4: 157,627 shares; 2025Q1: 161,640 shares; 2025Q2: 125,555 shares; 2025Q3: 117,449 shares 117,449 $533K 0.01% -8,106 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,880 shares; 2024Q4: 60,014 shares; 2025Q1: 60,014 shares; 2025Q2: 11,219 shares; 2025Q3: 11,219 shares 11,219 $533K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,988 shares; 2024Q4: 173,066 shares; 2025Q1: 213,591 shares; 2025Q2: 215,041 shares; 2025Q3: 237,509 shares 237,509 $530K 0.01% +22,468 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 7,591 shares; 2025Q1: 7,415 shares; 2025Q2: 10,432 shares; 2025Q3: 11,542 shares 11,542 $529K 0.01% +1,110 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,286 shares; 2024Q4: 39,890 shares; 2025Q1: 37,270 shares; 2025Q2: 34,729 shares; 2025Q3: 26,925 shares 26,925 $526K 0.01% -7,804 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,503 shares; 2024Q4: 9,913 shares; 2025Q1: 8,822 shares; 2025Q2: 8,980 shares; 2025Q3: 6,266 shares 6,266 $525K 0.01% -2,714 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $524K 0.01% 0 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 7,838 shares; 2025Q1: 8,057 shares; 2025Q2: 8,934 shares; 2025Q3: 9,105 shares 9,105 $523K 0.01% +171 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,038 shares; 2025Q1: 2,258 shares; 2025Q2: 1,696 shares; 2025Q3: 1,570 shares 1,570 $522K 0.01% -126 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,707 shares; 2025Q1: 3,744 shares; 2025Q2: 3,744 shares; 2025Q3: 3,744 shares 3,744 $518K 0.01% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 12,018 shares; 2025Q1: 11,114 shares; 2025Q2: 10,022 shares; 2025Q3: 3,259 shares 3,259 $513K 0.01% -6,763 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: 14,465 shares; 2024Q4: 11,779 shares; 2025Q1: 9,257 shares; 2025Q2: 8,931 shares; 2025Q3: 8,931 shares 8,931 $513K 0.01% 0 Timeline TIP 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: 6,358 shares; 2024Q4: 5,852 shares; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 4,610 shares 4,610 $513K 0.01% +200 Timeline BLV 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: 6,078 shares; 2024Q4: 6,095 shares; 2025Q1: 6,713 shares; 2025Q2: 7,148 shares; 2025Q3: 7,234 shares 7,234 $513K 0.01% +86 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,315 shares; 2024Q4: 12,233 shares; 2025Q1: 12,273 shares; 2025Q2: 8,623 shares; 2025Q3: 8,723 shares 8,723 $512K 0.01% +100 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 7,575 shares; 2025Q1: 7,575 shares; 2025Q2: 7,575 shares; 2025Q3: 6,191 shares 6,191 $511K 0.01% -1,384 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 9,097 shares; 2025Q1: 15,459 shares; 2025Q2: 15,435 shares; 2025Q3: 13,044 shares 13,044 $511K 0.01% -2,391 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,987 shares; 2025Q3: 10,637 shares 10,637 $510K 0.01% -21,350 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: 14,702 shares; 2024Q4: 13,902 shares; 2025Q1: 13,677 shares; 2025Q2: 12,602 shares; 2025Q3: 12,602 shares 12,602 $508K 0.01% 0 Timeline HYD 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: 10,665 shares; 2024Q4: 10,144 shares; 2025Q1: 9,938 shares; 2025Q2: 10,107 shares; 2025Q3: 9,974 shares 9,974 $508K 0.01% -133 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,118 shares; 2024Q4: 10,783 shares; 2025Q1: 10,713 shares; 2025Q2: 10,875 shares; 2025Q3: 10,958 shares 10,958 $508K 0.01% +83 Timeline XSMO 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: 7,174 shares; 2024Q4: 7,032 shares; 2025Q1: 6,874 shares; 2025Q2: 6,874 shares; 2025Q3: 6,874 shares 6,874 $506K 0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,228 shares; 2024Q4: 14,961 shares; 2025Q1: 17,001 shares; 2025Q2: 15,577 shares; 2025Q3: 15,507 shares 15,507 $506K 0.01% -70 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,178 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,500 shares 8,500 $505K 0.01% +500 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,660 shares 9,660 $505K 0.01% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,319 shares; 2025Q2: 4,408 shares; 2025Q3: 4,129 shares 4,129 $500K 0.01% -279 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,195 shares; 2024Q4: 28,849 shares; 2025Q1: 29,029 shares; 2025Q2: 32,917 shares; 2025Q3: 26,809 shares 26,809 $495K 0.01% -6,108 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,296 shares; 2025Q1: 3,417 shares; 2025Q2: 5,287 shares; 2025Q3: 5,395 shares 5,395 $495K 0.01% +108 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 8,128 shares; 2025Q1: 8,540 shares; 2025Q2: 6,840 shares; 2025Q3: 6,759 shares 6,759 $493K 0.01% -81 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; 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: 4,697 shares 4,697 $493K 0.01% new Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 9,310 shares; 2025Q1: 9,298 shares; 2025Q2: 9,560 shares; 2025Q3: 7,733 shares 7,733 $491K 0.01% -1,827 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 10,650 shares 10,650 $491K 0.01% +5,650 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: not reported; 2024Q4: 18,173 shares; 2025Q1: 17,433 shares; 2025Q2: 15,653 shares; 2025Q3: 21,485 shares 21,485 $489K 0.01% +5,832 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: 1,015 shares; 2024Q4: 1,167 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares 1,119 $487K 0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,704 shares 12,704 $486K 0.01% new Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,529 shares; 2024Q4: 33,529 shares; 2025Q1: 39,360 shares; 2025Q2: 39,360 shares; 2025Q3: 39,360 shares 39,360 $483K 0.01% 0 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: 1,465 shares; 2024Q4: 836 shares; 2025Q1: 458 shares; 2025Q2: 434 shares; 2025Q3: 448 shares 448 $483K 0.01% +14 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: 7,490 shares; 2024Q4: 7,463 shares; 2025Q1: 6,237 shares; 2025Q2: 6,502 shares; 2025Q3: 5,476 shares 5,476 $481K 0.01% -1,026 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 5,332 shares; 2025Q1: 5,090 shares; 2025Q2: 5,018 shares; 2025Q3: 4,868 shares 4,868 $480K 0.01% -150 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,106 shares; 2024Q4: 12,302 shares; 2025Q1: 12,634 shares; 2025Q2: 10,927 shares; 2025Q3: 8,282 shares 8,282 $480K 0.01% -2,645 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,083 shares; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 2,245 shares 2,245 $480K 0.01% +401 Timeline GSIG GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $479K 0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 2,518 shares; 2025Q1: 2,255 shares; 2025Q2: 2,176 shares; 2025Q3: 2,079 shares 2,079 $478K 0.01% -97 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,164 shares; 2025Q3: 13,300 shares 13,300 $475K 0.01% +136 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,355 shares; 2025Q3: 11,826 shares 11,826 $474K 0.01% +471 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,784 shares 4,784 $473K 0.01% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6,453 shares; 2025Q1: 6,029 shares; 2025Q2: 6,029 shares; 2025Q3: 6,029 shares 6,029 $471K 0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 8,846 shares; 2025Q1: 7,782 shares; 2025Q2: 8,149 shares; 2025Q3: 8,422 shares 8,422 $469K 0.01% +273 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,149 shares 8,149 $468K 0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,165 shares; 2025Q1: 1,692 shares; 2025Q2: 1,973 shares; 2025Q3: 2,080 shares 2,080 $467K 0.01% +107 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 4,688 shares; 2025Q1: 4,852 shares; 2025Q2: 4,721 shares; 2025Q3: 4,731 shares 4,731 $466K 0.01% +10 Timeline JEMA 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: 11,650 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares 9,800 $466K 0.01% 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: 4,950 shares; 2024Q4: 4,725 shares; 2025Q1: 4,710 shares; 2025Q2: 4,735 shares; 2025Q3: 5,090 shares 5,090 $465K 0.01% +355 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: 6,768 shares; 2024Q4: 5,569 shares; 2025Q1: 7,021 shares; 2025Q2: 6,925 shares; 2025Q3: 7,039 shares 7,039 $464K 0.01% +114 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,238 shares; 2024Q4: 10,060 shares; 2025Q1: 16,834 shares; 2025Q2: 10,061 shares; 2025Q3: 10,787 shares 10,787 $463K 0.01% +726 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,689 shares; 2024Q4: 18,155 shares; 2025Q1: 17,266 shares; 2025Q2: 16,379 shares; 2025Q3: 16,566 shares 16,566 $462K 0.01% +187 BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,070 shares; 2025Q1: 6,199 shares; 2025Q2: 6,876 shares; 2025Q3: 6,710 shares 6,710 $460K 0.01% -166 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,851 shares 1,851 $457K 0.01% +609 Timeline IAK 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: 3,750 shares; 2024Q4: 3,362 shares; 2025Q1: 3,378 shares; 2025Q2: 3,385 shares; 2025Q3: 3,396 shares 3,396 $455K 0.01% +11 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,253 shares; 2025Q3: 4,243 shares 4,243 $453K 0.01% -10 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 2,697 shares; 2025Q1: 2,699 shares; 2025Q2: 2,241 shares; 2025Q3: 3,291 shares 3,291 $453K 0.01% +1,050 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,757 shares; 2024Q4: 12,989 shares; 2025Q1: 12,489 shares; 2025Q2: 12,889 shares; 2025Q3: 12,564 shares 12,564 $452K 0.01% -325 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,905 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,989 shares 27,989 $450K 0.01% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,401 shares; 2025Q1: 1,420 shares; 2025Q2: 1,499 shares; 2025Q3: 1,456 shares 1,456 $450K 0.01% -43 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 10,432 shares; 2025Q1: 10,890 shares; 2025Q2: 10,865 shares; 2025Q3: 10,865 shares 10,865 $445K 0.01% 0 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: 1,378 shares; 2025Q3: 2,269 shares 2,269 $445K 0.01% +891 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 11,433 shares; 2025Q1: 7,491 shares; 2025Q2: 7,330 shares; 2025Q3: 7,435 shares 7,435 $444K 0.01% +105 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,668 shares; 2025Q1: 3,968 shares; 2025Q2: not reported; 2025Q3: 5,655 shares 5,655 $443K 0.01% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,632 shares; 2024Q4: 32,504 shares; 2025Q1: 32,277 shares; 2025Q2: 8,840 shares; 2025Q3: 9,874 shares 9,874 $440K 0.01% +1,034 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,184 shares 12,184 $439K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,408 shares; 2025Q1: 2,379 shares; 2025Q2: 2,545 shares; 2025Q3: 2,552 shares 2,552 $436K 0.01% +7 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 6,187 shares; 2025Q1: 4,457 shares; 2025Q2: 4,258 shares; 2025Q3: 2,662 shares 2,662 $433K 0.01% -1,596 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,869 shares; 2025Q1: 45,268 shares; 2025Q2: 20,317 shares; 2025Q3: 6,862 shares 6,862 $433K 0.01% -13,455 Timeline JAVA 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: 6,205 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 6,260 shares; 2025Q3: 6,260 shares 6,260 $432K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,121 shares; 2024Q4: 10,693 shares; 2025Q1: 9,362 shares; 2025Q2: 9,537 shares; 2025Q3: 10,213 shares 10,213 $431K 0.01% +676 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,186 shares; 2025Q1: 4,188 shares; 2025Q2: 4,191 shares; 2025Q3: 4,193 shares 4,193 $427K 0.01% +2 Timeline VTC 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: 5,800 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares 5,450 $427K 0.01% 0 Timeline PID 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: 12,034 shares; 2024Q4: 13,517 shares; 2025Q1: 18,201 shares; 2025Q2: 19,800 shares; 2025Q3: 19,994 shares 19,994 $425K 0.01% +194 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,165 shares; 2025Q1: 2,048 shares; 2025Q2: 1,895 shares; 2025Q3: 2,104 shares 2,104 $425K 0.01% +209 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 2,667 shares; 2025Q1: 2,776 shares; 2025Q2: 3,915 shares; 2025Q3: 5,059 shares 5,059 $422K 0.01% +1,144 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,745 shares; 2025Q1: 1,697 shares; 2025Q2: 1,699 shares; 2025Q3: 1,792 shares 1,792 $421K 0.01% +93 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 15,745 shares; 2025Q1: 55,654 shares; 2025Q2: 57,595 shares; 2025Q3: 18,140 shares 18,140 $420K 0.01% -39,455 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: 504 shares; 2025Q1: 517 shares; 2025Q2: 633 shares; 2025Q3: 568 shares 568 $419K 0.01% -65 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 5,010 shares; 2025Q1: 4,964 shares; 2025Q2: 4,926 shares; 2025Q3: 3,926 shares 3,926 $419K 0.01% -1,000 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: 9,571 shares; 2024Q4: 8,216 shares; 2025Q1: 8,398 shares; 2025Q2: 9,167 shares; 2025Q3: 6,953 shares 6,953 $418K 0.01% -2,214 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $416K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,701 shares; 2025Q1: 3,793 shares; 2025Q2: 3,516 shares; 2025Q3: 3,584 shares 3,584 $416K 0.01% +68 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 7,408 shares; 2025Q1: 7,144 shares; 2025Q2: 8,293 shares; 2025Q3: 9,438 shares 9,438 $413K 0.01% +1,145 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,424 shares; 2025Q3: 3,802 shares 3,802 $410K 0.01% -7,622 Timeline IQLT 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: 8,556 shares; 2024Q4: 8,556 shares; 2025Q1: 9,219 shares; 2025Q2: 9,236 shares; 2025Q3: 9,236 shares 9,236 $408K 0.01% 0 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,953 shares 15,953 $407K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,055 shares; 2024Q4: 41,009 shares; 2025Q1: 40,351 shares; 2025Q2: 42,536 shares; 2025Q3: 41,520 shares 41,520 $406K 0.01% -1,016 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,065 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 4,065 shares 4,065 $406K 0.01% 0 Timeline SMTI SANARA MEDTECH INC More: the full row for SANARA MEDTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,842 shares; 2024Q4: 10,842 shares; 2025Q1: 10,842 shares; 2025Q2: 12,794 shares; 2025Q3: 12,794 shares 12,794 $406K 0.01% 0 Timeline JPSE 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: 8,089 shares; 2024Q4: 8,063 shares; 2025Q1: 8,081 shares; 2025Q2: 8,112 shares; 2025Q3: 8,147 shares 8,147 $406K 0.01% +35 Timeline IEO 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: 5,892 shares; 2024Q4: 4,707 shares; 2025Q1: 4,607 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares 4,382 $406K 0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 3,902 shares; 2025Q1: 3,968 shares; 2025Q2: 3,990 shares; 2025Q3: 4,076 shares 4,076 $402K 0.01% +86 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 8,585 shares; 2025Q1: 8,585 shares; 2025Q2: 8,585 shares; 2025Q3: 8,585 shares 8,585 $401K 0.01% 0 Timeline HLIT HARMONIC INC More: the full row for HARMONIC 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: 39,345 shares 39,345 $401K 0.01% new Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,852 shares; 2024Q4: 26,852 shares; 2025Q1: 26,852 shares; 2025Q2: 31,621 shares; 2025Q3: 31,643 shares 31,643 $399K 0.01% +22 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: 2,070 shares; 2024Q4: 2,010 shares; 2025Q1: 1,937 shares; 2025Q2: 6,120 shares; 2025Q3: 5,786 shares 5,786 $398K 0.01% -334 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 599 shares; 2025Q1: 213 shares; 2025Q2: 212 shares; 2025Q3: 208 shares 208 $398K 0.01% -4 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,875 shares; 2025Q1: 7,063 shares; 2025Q2: 7,063 shares; 2025Q3: 8,491 shares 8,491 $397K 0.01% +1,428 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,422 shares 10,422 $397K 0.01% new Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,122 shares; 2025Q2: 2,166 shares; 2025Q3: 2,306 shares 2,306 $397K 0.01% +140 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,417 shares; 2025Q3: 20,688 shares 20,688 $396K 0.01% +271 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: 3,170 shares; 2024Q4: 3,500 shares; 2025Q1: 3,819 shares; 2025Q2: 3,395 shares; 2025Q3: 2,335 shares 2,335 $396K 0.01% -1,060 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,855 shares; 2024Q4: 9,055 shares; 2025Q1: 18,152 shares; 2025Q2: 18,192 shares; 2025Q3: 18,237 shares 18,237 $395K 0.01% +45 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 2,985 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares 2,770 $395K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 9,259 shares; 2025Q1: 7,059 shares; 2025Q2: 7,241 shares; 2025Q3: 5,283 shares 5,283 $394K 0.01% -1,958 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 4,029 shares; 2025Q1: 3,837 shares; 2025Q2: 3,519 shares; 2025Q3: 3,205 shares 3,205 $391K <0.01% -314 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,471 shares; 2024Q4: 16,221 shares; 2025Q1: 13,593 shares; 2025Q2: 10,626 shares; 2025Q3: 7,964 shares 7,964 $391K <0.01% -2,662 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 2,692 shares; 2025Q1: 2,762 shares; 2025Q2: 2,867 shares; 2025Q3: 2,790 shares 2,790 $390K <0.01% -77 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,790 shares 4,790 $387K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 14,303 shares; 2025Q1: 14,411 shares; 2025Q2: 13,582 shares; 2025Q3: 13,375 shares 13,375 $385K <0.01% -207 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,452 shares; 2024Q4: 39,447 shares; 2025Q1: 36,259 shares; 2025Q2: 35,264 shares; 2025Q3: 33,133 shares 33,133 $384K <0.01% -2,131 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,562 shares; 2024Q4: 35,540 shares; 2025Q1: 35,540 shares; 2025Q2: 35,540 shares; 2025Q3: 35,540 shares 35,540 $383K <0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,065 shares; 2025Q1: 2,942 shares; 2025Q2: 3,032 shares; 2025Q3: 3,149 shares 3,149 $382K <0.01% +117 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 1,557 shares; 2025Q1: 1,483 shares; 2025Q2: 2,141 shares; 2025Q3: 1,448 shares 1,448 $381K <0.01% -693 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,642 shares; 2024Q4: 4,360 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,750 shares 4,750 $380K <0.01% +470 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,080 shares 15,080 $377K <0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,324 shares 9,324 $377K <0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 1,118 shares; 2025Q3: 1,108 shares 1,108 $374K <0.01% -10 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,296 shares; 2025Q1: 3,156 shares; 2025Q2: 3,064 shares; 2025Q3: 2,868 shares 2,868 $374K <0.01% -196 Timeline RSJN 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: 72,137 shares; 2024Q4: 69,143 shares; 2025Q1: 69,298 shares; 2025Q2: 67,225 shares; 2025Q3: 11,026 shares 11,026 $373K <0.01% -56,199 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,019 shares; 2025Q2: 95,821 shares; 2025Q3: 17,237 shares 17,237 $372K <0.01% -78,584 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: 4,816 shares; 2024Q4: 4,617 shares; 2025Q1: 4,447 shares; 2025Q2: 3,107 shares; 2025Q3: 3,099 shares 3,099 $372K <0.01% -8 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 12,389 shares; 2025Q1: 19,336 shares; 2025Q2: 21,231 shares; 2025Q3: 23,869 shares 23,869 $370K <0.01% +2,638 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,689 shares; 2024Q4: 8,939 shares; 2025Q1: 73,398 shares; 2025Q2: 8,973 shares; 2025Q3: 8,944 shares 8,944 $369K <0.01% -29 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,866 shares; 2025Q1: 106,277 shares; 2025Q2: 97,005 shares; 2025Q3: 17,453 shares 17,453 $369K <0.01% -79,552 Timeline MLN 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: 19,708 shares; 2024Q4: 19,881 shares; 2025Q1: 20,888 shares; 2025Q2: 21,503 shares; 2025Q3: 21,088 shares 21,088 $369K <0.01% -415 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares 1,152 $368K <0.01% 0 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 3,018 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares 3,018 $367K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 750 shares; 2025Q1: 733 shares; 2025Q2: 661 shares; 2025Q3: 648 shares 648 $366K <0.01% -13 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 3,483 shares; 2025Q2: 2,924 shares; 2025Q3: 2,835 shares 2,835 $364K <0.01% -89 Timeline BBAG 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: 13,975 shares; 2024Q4: 13,975 shares; 2025Q1: 10,625 shares; 2025Q2: 7,785 shares; 2025Q3: 7,785 shares 7,785 $363K <0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 4,196 shares; 2025Q1: 4,040 shares; 2025Q2: 2,411 shares; 2025Q3: 3,585 shares 3,585 $363K <0.01% +1,174 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,739 shares; 2025Q1: 2,294 shares; 2025Q2: 1,683 shares; 2025Q3: 1,216 shares 1,216 $363K <0.01% -467 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,700 shares; 2024Q4: 30,700 shares; 2025Q1: 30,700 shares; 2025Q2: 28,000 shares; 2025Q3: 39,000 shares 39,000 $361K <0.01% +11,000 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,827 shares; 2025Q1: 838 shares; 2025Q2: 925 shares; 2025Q3: 1,118 shares 1,118 $361K <0.01% +193 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,176 shares; 2024Q4: 13,235 shares; 2025Q1: 13,269 shares; 2025Q2: 13,435 shares; 2025Q3: 13,146 shares 13,146 $359K <0.01% -289 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,735 shares; 2024Q4: 12,050 shares; 2025Q1: 12,051 shares; 2025Q2: 11,962 shares; 2025Q3: 11,481 shares 11,481 $358K <0.01% -481 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: 12,544 shares; 2024Q4: 14,154 shares; 2025Q1: 8,238 shares; 2025Q2: 7,933 shares; 2025Q3: 7,903 shares 7,903 $356K <0.01% -30 Timeline DRIV 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: 12,526 shares; 2024Q4: 12,526 shares; 2025Q1: 12,545 shares; 2025Q2: 12,545 shares; 2025Q3: 12,556 shares 12,556 $355K <0.01% +11 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares 1,050 $354K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,118 shares; 2024Q4: 13,204 shares; 2025Q1: 14,414 shares; 2025Q2: 12,110 shares; 2025Q3: 11,504 shares 11,504 $354K <0.01% -606 Timeline SIL 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: 8,179 shares; 2024Q4: 7,853 shares; 2025Q1: 8,109 shares; 2025Q2: 6,347 shares; 2025Q3: 4,902 shares 4,902 $351K <0.01% -1,445 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,800 shares 7,800 $349K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 626 shares; 2025Q1: 631 shares; 2025Q2: 1,054 shares; 2025Q3: 1,265 shares 1,265 $348K <0.01% +211 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,086 shares; 2024Q4: 14,159 shares; 2025Q1: 32,964 shares; 2025Q2: 20,148 shares; 2025Q3: 28,433 shares 28,433 $347K <0.01% +8,285 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 363 shares 363 $347K <0.01% +42 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 6,880 shares 6,880 $346K <0.01% -2,120 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,740 shares; 2025Q1: 1,222 shares; 2025Q2: 1,207 shares; 2025Q3: 1,160 shares 1,160 $346K <0.01% -47 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,368 shares; 2025Q1: 10,682 shares; 2025Q2: 7,527 shares; 2025Q3: 5,144 shares 5,144 $344K <0.01% -2,383 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,926 shares 13,926 $344K <0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,798 shares; 2024Q4: 17,273 shares; 2025Q1: 17,063 shares; 2025Q2: 17,195 shares; 2025Q3: 17,330 shares 17,330 $343K <0.01% +135 Timeline POTBELLY CORP POTBELLY CORP More: the full row for POTBELLY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,185 shares; 2024Q4: 25,185 shares; 2025Q1: 25,185 shares; 2025Q2: 25,098 shares; 2025Q3: 20,098 shares 20,098 $342K <0.01% -5,000 MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,300 shares; 2024Q4: 79,000 shares; 2025Q1: 143,410 shares; 2025Q2: 37,970 shares; 2025Q3: 25,954 shares 25,954 $342K <0.01% -12,016 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,962 shares; 2025Q2: 4,052 shares; 2025Q3: 4,048 shares 4,048 $341K <0.01% -4 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 689 shares; 2025Q1: 1,567 shares; 2025Q2: 1,050 shares; 2025Q3: 1,077 shares 1,077 $340K <0.01% +27 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 9,135 shares; 2025Q1: 8,758 shares; 2025Q2: 8,098 shares; 2025Q3: 7,225 shares 7,225 $340K <0.01% -873 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,399 shares 9,399 $340K <0.01% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares 9,000 $339K <0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,088 shares; 2024Q4: 17,384 shares; 2025Q1: 15,054 shares; 2025Q2: 14,032 shares; 2025Q3: 13,290 shares 13,290 $339K <0.01% -742 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 7,428 shares; 2025Q1: 7,428 shares; 2025Q2: 6,370 shares; 2025Q3: 6,370 shares 6,370 $337K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,240 shares; 2024Q4: 22,775 shares; 2025Q1: 16,562 shares; 2025Q2: 13,626 shares; 2025Q3: 13,652 shares 13,652 $336K <0.01% +26 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 1,090 shares; 2025Q1: 988 shares; 2025Q2: 1,002 shares; 2025Q3: 789 shares 789 $336K <0.01% -213 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,184 shares; 2024Q4: 49,409 shares; 2025Q1: 44,053 shares; 2025Q2: 37,601 shares; 2025Q3: 32,876 shares 32,876 $334K <0.01% -4,725 Timeline IXC 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: 9,000 shares; 2024Q4: 8,300 shares; 2025Q1: 8,100 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares 8,000 $334K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 1,039 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,012 shares 1,012 $333K <0.01% -29 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,363 shares; 2025Q2: 13,361 shares; 2025Q3: 13,361 shares 13,361 $333K <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,683 shares; 2024Q4: 25,193 shares; 2025Q1: 28,443 shares; 2025Q2: 28,600 shares; 2025Q3: 28,959 shares 28,959 $330K <0.01% +359 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,740 shares; 2025Q3: 1,621 shares 1,621 $329K <0.01% -119 Timeline