SMMU 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: restricted; 2024Q4: 584,300 shares; 2025Q1: 627,916 shares; 2025Q2: 1,063,477 shares; 2025Q3: 1,051,132 shares 1,051,132 $53.2M 4.68% -12,345 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 723,648 shares; 2025Q1: 762,749 shares; 2025Q2: 775,639 shares; 2025Q3: 778,328 shares 778,328 $53M 4.67% +2,689 Timeline CGCP 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: restricted; 2024Q4: 1,052,329 shares; 2025Q1: 1,085,806 shares; 2025Q2: 1,637,195 shares; 2025Q3: 1,887,197 shares 1,887,197 $42.9M 3.78% +250,002 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860,758 shares; 2025Q1: 700,336 shares; 2025Q2: 714,063 shares; 2025Q3: 722,793 shares 722,793 $36.3M 3.2% +8,730 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,569 shares; 2025Q1: 115,609 shares; 2025Q2: 99,015 shares; 2025Q3: 99,478 shares 99,478 $35.4M 3.11% +463 Timeline USTB 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: restricted; 2024Q4: not reported; 2025Q1: 249,209 shares; 2025Q2: 550,995 shares; 2025Q3: 692,506 shares 692,506 $35.3M 3.11% +141,511 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,837 shares; 2025Q1: 137,988 shares; 2025Q2: 137,112 shares; 2025Q3: 138,490 shares 138,490 $35.3M 3.11% +1,378 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 627,558 shares; 2025Q1: 670,623 shares; 2025Q2: 682,516 shares; 2025Q3: 692,096 shares 692,096 $31.4M 2.77% +9,580 Timeline PYLD 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: restricted; 2024Q4: 107,520 shares; 2025Q1: 135,599 shares; 2025Q2: 784,273 shares; 2025Q3: 1,082,508 shares 1,082,508 $29.1M 2.56% +298,235 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629,541 shares; 2025Q1: 665,689 shares; 2025Q2: 532,402 shares; 2025Q3: 548,239 shares 548,239 $28.7M 2.52% +15,837 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: restricted; 2024Q4: 9,923 shares; 2025Q1: 14,270 shares; 2025Q2: 429,175 shares; 2025Q3: 415,407 shares 415,407 $27.4M 2.41% -13,768 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,530 shares; 2025Q1: 435 shares; 2025Q2: 99,087 shares; 2025Q3: 95,988 shares 95,988 $27.1M 2.38% -3,099 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227,260 shares; 2025Q1: 349 shares; 2025Q2: 232,697 shares; 2025Q3: 222,213 shares 222,213 $26.3M 2.32% -10,484 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,134 shares; 2025Q1: 212 shares; 2025Q2: not reported; 2025Q3: 108,651 shares 108,651 $26M 2.29% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324,471 shares; 2025Q1: 336,463 shares; 2025Q2: 359,764 shares; 2025Q3: 364,092 shares 364,092 $19M 1.68% +4,328 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,868 shares; 2025Q1: 30,185 shares; 2025Q2: 29,423 shares; 2025Q3: 31,569 shares 31,569 $16.4M 1.44% +2,146 Timeline LIT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287,311 shares 287,311 $16.3M 1.44% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,973 shares; 2025Q1: 91,270 shares; 2025Q2: 112,780 shares; 2025Q3: 110,064 shares 110,064 $15.7M 1.38% -2,716 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 444,242 shares; 2025Q1: 432,980 shares; 2025Q2: 391,121 shares; 2025Q3: 420,735 shares 420,735 $15.5M 1.36% +29,614 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: restricted; 2024Q4: 2,775 shares; 2025Q1: 4,209 shares; 2025Q2: not reported; 2025Q3: 312,589 shares 312,589 $15.4M 1.36% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 303,052 shares; 2025Q1: 311,811 shares; 2025Q2: 313,302 shares; 2025Q3: 307,942 shares 307,942 $15.4M 1.36% -5,360 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,943 shares; 2025Q1: 32,562 shares; 2025Q2: 32,185 shares; 2025Q3: 31,982 shares 31,982 $15M 1.32% -203 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,802 shares; 2025Q1: 81,860 shares; 2025Q2: 81,978 shares; 2025Q3: 335,601 shares 335,601 $14.7M 1.3% +253,623 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 327,749 shares; 2025Q1: 325,799 shares; 2025Q2: 319,572 shares; 2025Q3: 319,653 shares 319,653 $14.5M 1.27% +81 Timeline LRGF 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: restricted; 2024Q4: 149,619 shares; 2025Q1: 218,026 shares; 2025Q2: 189,150 shares; 2025Q3: 192,286 shares 192,286 $13.3M 1.17% +3,136 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,136 shares; 2025Q1: 233,568 shares; 2025Q2: 250,951 shares; 2025Q3: 252,698 shares 252,698 $12.6M 1.11% +1,747 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,235 shares; 2025Q1: 179,016 shares; 2025Q2: 170,724 shares; 2025Q3: 169,736 shares 169,736 $12.4M 1.09% -988 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,173 shares; 2025Q1: 187,523 shares; 2025Q2: 210,489 shares; 2025Q3: 234,189 shares 234,189 $11.7M 1.03% +23,700 Timeline JPLD 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: restricted; 2024Q4: 220,901 shares; 2025Q1: 257,656 shares; 2025Q2: 199,767 shares; 2025Q3: 220,070 shares 220,070 $11.5M 1.02% +20,303 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,865 shares; 2025Q1: 207,007 shares; 2025Q2: 212,285 shares; 2025Q3: 195,402 shares 195,402 $9.89M 0.87% -16,883 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280,852 shares; 2025Q3: 291,958 shares 291,958 $9.84M 0.87% +11,106 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,686 shares; 2025Q1: 37,541 shares; 2025Q2: 39,601 shares; 2025Q3: 39,396 shares 39,396 $9.58M 0.84% -205 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332,639 shares; 2025Q3: 322,736 shares 322,736 $8.81M 0.78% -9,903 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,264 shares; 2025Q1: 27,503 shares; 2025Q2: 26,941 shares; 2025Q3: 26,999 shares 26,999 $8.52M 0.75% +58 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327,085 shares 327,085 $7.98M 0.7% new 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: restricted; 2024Q4: 95,936 shares; 2025Q1: 99,613 shares; 2025Q2: 106,359 shares; 2025Q3: 73,814 shares 73,814 $7.71M 0.68% -32,545 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 43,369 shares; 2025Q2: 42,490 shares; 2025Q3: 41,668 shares 41,668 $7.68M 0.68% -822 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,534 shares; 2025Q1: 112,695 shares; 2025Q2: 134,010 shares; 2025Q3: 145,083 shares 145,083 $7.37M 0.65% +11,073 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,134 shares; 2025Q1: 170,743 shares; 2025Q2: 118,426 shares; 2025Q3: 123,297 shares 123,297 $7.04M 0.62% +4,871 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,170 shares; 2025Q1: 108,391 shares; 2025Q2: 107,396 shares; 2025Q3: 107,298 shares 107,298 $7M 0.62% -98 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,311 shares; 2025Q1: 37,171 shares; 2025Q2: 37,907 shares; 2025Q3: 37,669 shares 37,669 $6.98M 0.62% -238 Timeline NLR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,329 shares; 2025Q3: 50,721 shares 50,721 $6.88M 0.61% +2,392 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,292 shares; 2025Q1: 69,913 shares; 2025Q2: 67,383 shares; 2025Q3: 66,710 shares 66,710 $6.88M 0.61% -673 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: restricted; 2024Q4: 79,271 shares; 2025Q1: 81,973 shares; 2025Q2: 81,433 shares; 2025Q3: 78,741 shares 78,741 $6.46M 0.57% -2,692 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,303 shares; 2025Q1: 8,747 shares; 2025Q2: 8,491 shares; 2025Q3: 8,712 shares 8,712 $6.4M 0.56% +221 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,776 shares; 2025Q1: 54,471 shares; 2025Q2: 54,960 shares; 2025Q3: 54,960 shares 54,960 $6.14M 0.54% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,942 shares; 2025Q1: 37,350 shares; 2025Q2: 38,362 shares; 2025Q3: 38,798 shares 38,798 $5.96M 0.52% +436 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: restricted; 2024Q4: 12,774 shares; 2025Q1: 13,548 shares; 2025Q2: 13,957 shares; 2025Q3: 13,845 shares 13,845 $5.85M 0.51% -112 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,644 shares; 2025Q1: 11,885 shares; 2025Q2: 11,899 shares; 2025Q3: 11,944 shares 11,944 $5.67M 0.5% +45 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,632 shares; 2025Q1: 16,385 shares; 2025Q2: 16,442 shares; 2025Q3: 16,415 shares 16,415 $5.6M 0.49% -27 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: restricted; 2024Q4: 21,983 shares; 2025Q1: 22,621 shares; 2025Q2: 22,704 shares; 2025Q3: 22,743 shares 22,743 $5.59M 0.49% +39 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,056 shares; 2025Q1: 18,325 shares; 2025Q2: 18,279 shares; 2025Q3: 18,286 shares 18,286 $5.58M 0.49% +7 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,727 shares; 2025Q1: 20,677 shares; 2025Q2: 21,894 shares; 2025Q3: 21,811 shares 21,811 $5.48M 0.48% -83 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,178 shares; 2025Q1: 66,616 shares; 2025Q2: 100,069 shares; 2025Q3: 160,235 shares 160,235 $5.48M 0.48% +60,166 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,644 shares; 2025Q1: 17,092 shares; 2025Q2: 17,436 shares; 2025Q3: 17,585 shares 17,585 $5.34M 0.47% +149 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,378 shares; 2025Q1: 4,506 shares; 2025Q2: 4,541 shares; 2025Q3: 4,547 shares 4,547 $5.3M 0.47% +6 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,847 shares; 2025Q1: 67,965 shares; 2025Q2: 69,390 shares; 2025Q3: 70,195 shares 70,195 $5.3M 0.47% +805 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,431 shares; 2025Q1: 56,266 shares; 2025Q2: 55,577 shares; 2025Q3: 56,323 shares 56,323 $5.28M 0.47% +746 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,847 shares; 2025Q1: 8,966 shares; 2025Q2: 8,931 shares; 2025Q3: 8,905 shares 8,905 $5.07M 0.45% -26 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,363 shares; 2025Q1: 38,455 shares; 2025Q2: 39,158 shares; 2025Q3: 39,901 shares 39,901 $5.06M 0.45% +743 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,423 shares; 2025Q1: 38,073 shares; 2025Q2: 37,613 shares; 2025Q3: 37,969 shares 37,969 $4.98M 0.44% +356 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,426 shares; 2025Q1: 22,233 shares; 2025Q2: 22,936 shares; 2025Q3: 22,163 shares 22,163 $4.78M 0.42% -773 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,852 shares; 2025Q1: 12,846 shares; 2025Q2: 14,574 shares; 2025Q3: 14,431 shares 14,431 $4.74M 0.42% -143 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,645 shares; 2025Q1: 12,831 shares; 2025Q2: 12,712 shares; 2025Q3: 12,777 shares 12,777 $4.72M 0.42% +65 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,398 shares; 2025Q1: 71,412 shares; 2025Q2: 68,134 shares; 2025Q3: 68,782 shares 68,782 $4.71M 0.41% +648 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,023 shares; 2025Q1: 11,009 shares; 2025Q2: 24,446 shares; 2025Q3: 24,402 shares 24,402 $4.55M 0.4% -44 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,159 shares; 2025Q1: 15,453 shares; 2025Q2: 15,623 shares; 2025Q3: 15,790 shares 15,790 $4.46M 0.39% +167 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,570 shares; 2025Q1: 34,611 shares; 2025Q2: 33,565 shares; 2025Q3: 33,182 shares 33,182 $4.44M 0.39% -383 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,868 shares; 2025Q1: 29,079 shares; 2025Q2: 28,698 shares; 2025Q3: 28,667 shares 28,667 $4.32M 0.38% -31 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: restricted; 2024Q4: 69,311 shares; 2025Q1: 71,211 shares; 2025Q2: 71,540 shares; 2025Q3: 72,324 shares 72,324 $4.32M 0.38% +784 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: restricted; 2024Q4: 58,933 shares; 2025Q1: 51,247 shares; 2025Q2: 53,706 shares; 2025Q3: 54,109 shares 54,109 $4.31M 0.38% +403 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,430 shares; 2025Q2: 8,495 shares; 2025Q3: 8,530 shares 8,530 $4.29M 0.38% +35 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,170 shares; 2025Q1: 7,186 shares; 2025Q2: 6,281 shares; 2025Q3: 6,343 shares 6,343 $4.23M 0.37% +62 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,129 shares; 2025Q1: 23,982 shares; 2025Q2: 25,080 shares; 2025Q3: 25,391 shares 25,391 $4.22M 0.37% +311 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: restricted; 2024Q4: 61,229 shares; 2025Q1: 67,955 shares; 2025Q2: 66,348 shares; 2025Q3: 82,390 shares 82,390 $4.21M 0.37% +16,042 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: restricted; 2024Q4: 145,119 shares; 2025Q1: 154,464 shares; 2025Q2: 159,139 shares; 2025Q3: 158,803 shares 158,803 $4.19M 0.37% -336 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: restricted; 2024Q4: 21,421 shares; 2025Q1: 21,712 shares; 2025Q2: 21,671 shares; 2025Q3: 21,539 shares 21,539 $4.15M 0.37% -132 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,307 shares; 2025Q1: 60,530 shares; 2025Q2: 60,536 shares; 2025Q3: 61,550 shares 61,550 $4.08M 0.36% +1,014 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,520 shares; 2025Q1: 39,493 shares; 2025Q2: 41,087 shares; 2025Q3: 41,786 shares 41,786 $3.98M 0.35% +699 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,324 shares; 2025Q1: 13,210 shares; 2025Q2: 13,652 shares; 2025Q3: 13,834 shares 13,834 $3.9M 0.34% +182 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,838 shares; 2025Q1: 13,262 shares; 2025Q2: 13,907 shares; 2025Q3: 14,130 shares 14,130 $3.85M 0.34% +223 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,295 shares; 2025Q1: 33,189 shares; 2025Q2: 38,367 shares; 2025Q3: 45,009 shares 45,009 $3.73M 0.33% +6,642 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,616 shares; 2025Q1: 16,248 shares; 2025Q2: 18,877 shares; 2025Q3: 19,283 shares 19,283 $3.61M 0.32% +406 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,526 shares; 2025Q1: 2,822 shares; 2025Q2: 1,994 shares; 2025Q3: 12,323 shares 12,323 $3.47M 0.31% +10,329 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,144 shares; 2025Q1: 33,657 shares; 2025Q2: 34,008 shares; 2025Q3: 34,307 shares 34,307 $3.25M 0.29% +299 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,619 shares; 2025Q1: 51,398 shares; 2025Q2: 52,573 shares; 2025Q3: 77,193 shares 77,193 $3.24M 0.29% +24,620 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,918 shares; 2025Q1: 19,388 shares; 2025Q2: 19,091 shares; 2025Q3: 19,126 shares 19,126 $3.2M 0.28% +35 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: restricted; 2024Q4: 35,753 shares; 2025Q1: 47,103 shares; 2025Q2: 48,485 shares; 2025Q3: 49,304 shares 49,304 $3M 0.26% +819 Timeline BSCQ 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: restricted; 2024Q4: 1,105,612 shares; 2025Q1: 1,032,500 shares; 2025Q2: 168,066 shares; 2025Q3: 151,792 shares 151,792 $2.97M 0.26% -16,274 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: restricted; 2024Q4: 9,154 shares; 2025Q1: 9,430 shares; 2025Q2: 9,676 shares; 2025Q3: 10,123 shares 10,123 $2.9M 0.26% +447 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,289 shares; 2025Q1: 4,292 shares; 2025Q2: 4,403 shares; 2025Q3: 4,381 shares 4,381 $2.63M 0.23% -22 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,584 shares; 2025Q1: 10,648 shares; 2025Q2: 10,663 shares; 2025Q3: 10,741 shares 10,741 $2.62M 0.23% +78 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,948 shares; 2025Q1: 29,572 shares; 2025Q2: 29,130 shares; 2025Q3: 29,182 shares 29,182 $2.6M 0.23% +52 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,292 shares; 2025Q1: 12,237 shares; 2025Q2: 12,088 shares; 2025Q3: 12,498 shares 12,498 $2.4M 0.21% +410 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,876 shares; 2025Q1: 126,881 shares; 2025Q2: 126,887 shares; 2025Q3: 136,891 shares 136,891 $2.33M 0.21% +10,004 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,796 shares; 2025Q1: 8,984 shares; 2025Q2: 8,996 shares; 2025Q3: 10,587 shares 10,587 $2.32M 0.2% +1,591 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: restricted; 2024Q4: 19,209 shares; 2025Q1: 19,840 shares; 2025Q2: 19,748 shares; 2025Q3: 19,879 shares 19,879 $2.28M 0.2% +131 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,584 shares; 2025Q1: 3,979 shares; 2025Q2: 3,615 shares; 2025Q3: 3,657 shares 3,657 $2.24M 0.2% +42 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: restricted; 2024Q4: 5,516 shares; 2025Q1: 5,517 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares 5,518 $1.82M 0.16% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,168 shares; 2025Q1: 24,425 shares; 2025Q2: 24,961 shares; 2025Q3: 25,196 shares 25,196 $1.79M 0.16% +235 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,749 shares; 2025Q1: 13,750 shares; 2025Q2: 12,497 shares; 2025Q3: 12,497 shares 12,497 $1.72M 0.15% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 3,029 shares; 2025Q2: 31,508 shares; 2025Q3: 59,587 shares 59,587 $1.63M 0.14% +28,079 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: restricted; 2024Q4: 4,237 shares; 2025Q1: 12,713 shares; 2025Q2: 13,228 shares; 2025Q3: 20,652 shares 20,652 $1.62M 0.14% +7,424 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,040 shares; 2025Q1: 11,730 shares; 2025Q2: 12,160 shares; 2025Q3: 13,478 shares 13,478 $1.6M 0.14% +1,318 Timeline PB BANKSHARES INC PB BANKSHARES INC More: the full row for PB BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,839 shares; 2025Q1: 81,839 shares; 2025Q2: 81,839 shares; 2025Q3: 81,839 shares 81,839 $1.57M 0.14% 0 IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386,506 shares; 2025Q1: 378,782 shares; 2025Q2: 389,673 shares; 2025Q3: 66,425 shares 66,425 $1.52M 0.13% -323,248 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,618 shares; 2025Q1: 20,761 shares; 2025Q2: 21,408 shares; 2025Q3: 23,350 shares 23,350 $1.52M 0.13% +1,942 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,643 shares; 2025Q1: 11,823 shares; 2025Q2: 11,889 shares; 2025Q3: 13,473 shares 13,473 $1.52M 0.13% +1,584 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,226 shares; 2025Q1: 16,092 shares; 2025Q2: 16,096 shares; 2025Q3: 18,476 shares 18,476 $1.46M 0.13% +2,380 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: restricted; 2024Q4: 13,231 shares; 2025Q1: 16,245 shares; 2025Q2: 15,802 shares; 2025Q3: 16,689 shares 16,689 $1.46M 0.13% +887 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,399 shares; 2025Q1: 3,124 shares; 2025Q2: 3,675 shares; 2025Q3: 3,151 shares 3,151 $1.4M 0.12% -524 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: restricted; 2024Q4: 5,263 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares 5,170 $1.34M 0.12% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,399 shares; 2025Q1: 10,320 shares; 2025Q2: 8,776 shares; 2025Q3: 7,349 shares 7,349 $1.34M 0.12% -1,427 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,234 shares; 2025Q1: 37,154 shares; 2025Q2: 38,117 shares; 2025Q3: 38,117 shares 38,117 $1.13M 0.1% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,125 shares; 2025Q1: 5,181 shares; 2025Q2: 8,203 shares; 2025Q3: 7,771 shares 7,771 $1.1M 0.1% -432 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,376 shares; 2025Q1: 111,848 shares; 2025Q2: 63,055 shares; 2025Q3: 43,455 shares 43,455 $1.02M 0.09% -19,600 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: restricted; 2024Q4: 58,383 shares; 2025Q1: 58,428 shares; 2025Q2: 58,473 shares; 2025Q3: 58,511 shares 58,511 $943K 0.08% +38 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,487 shares; 2025Q1: 16,363 shares; 2025Q2: 15,923 shares; 2025Q3: 16,142 shares 16,142 $928K 0.08% +219 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,656 shares; 2025Q1: 24,656 shares; 2025Q2: 24,656 shares; 2025Q3: 24,656 shares 24,656 $927K 0.08% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,210 shares; 2025Q1: 2,962 shares; 2025Q2: 2,985 shares; 2025Q3: 3,253 shares 3,253 $918K 0.08% +268 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,533 shares; 2025Q1: 1,562 shares; 2025Q2: 1,593 shares; 2025Q3: 1,864 shares 1,864 $889K 0.08% +271 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,870 shares; 2025Q1: 9,706 shares; 2025Q2: 9,712 shares; 2025Q3: 9,901 shares 9,901 $873K 0.08% +189 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,844 shares; 2025Q1: 5,866 shares; 2025Q2: 5,460 shares; 2025Q3: 5,558 shares 5,558 $863K 0.08% +98 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,649 shares 15,649 $818K 0.07% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,664 shares; 2025Q1: 4,078 shares; 2025Q2: 4,048 shares; 2025Q3: 4,014 shares 4,014 $807K 0.07% -34 Timeline IEI 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: restricted; 2024Q4: 6,672 shares; 2025Q1: 6,679 shares; 2025Q2: 6,606 shares; 2025Q3: 6,630 shares 6,630 $792K 0.07% +24 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: not reported; 2025Q3: 25,556 shares 25,556 $790K 0.07% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,906 shares; 2025Q1: 1,933 shares; 2025Q2: 1,957 shares; 2025Q3: 1,946 shares 1,946 $788K 0.07% -11 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 747 shares; 2025Q2: 678 shares; 2025Q3: 655 shares 655 $785K 0.07% -23 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,939 shares; 2025Q1: 10,985 shares; 2025Q2: 10,897 shares; 2025Q3: 10,897 shares 10,897 $778K 0.07% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,042 shares; 2025Q1: 3,919 shares; 2025Q2: 4,189 shares; 2025Q3: 4,155 shares 4,155 $777K 0.07% -34 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,068 shares; 2025Q1: 971 shares; 2025Q2: 978 shares; 2025Q3: 998 shares 998 $761K 0.07% +20 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,487 shares; 2025Q1: 17,972 shares; 2025Q2: 11,986 shares; 2025Q3: 11,530 shares 11,530 $742K 0.07% -456 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,632 shares; 2025Q1: 2,619 shares; 2025Q2: 2,626 shares; 2025Q3: 2,972 shares 2,972 $733K 0.06% +346 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,980 shares; 2025Q1: 2,044 shares; 2025Q2: 2,030 shares; 2025Q3: 2,069 shares 2,069 $706K 0.06% +39 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,768 shares; 2025Q1: 10,950 shares; 2025Q2: 9,832 shares; 2025Q3: 10,159 shares 10,159 $683K 0.06% +327 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: restricted; 2024Q4: 18,483 shares; 2025Q1: 18,218 shares; 2025Q2: 18,225 shares; 2025Q3: 18,242 shares 18,242 $678K 0.06% +17 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 7,310 shares; 2025Q2: 8,557 shares; 2025Q3: 8,349 shares 8,349 $648K 0.06% -208 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,979 shares; 2025Q1: 47,004 shares; 2025Q2: 32,711 shares; 2025Q3: 7,598 shares 7,598 $638K 0.06% -25,113 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,737 shares; 2025Q1: 32,737 shares; 2025Q2: 32,737 shares; 2025Q3: 32,737 shares 32,737 $626K 0.06% 0 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: restricted; 2024Q4: 4,151 shares; 2025Q1: 4,015 shares; 2025Q2: 172,075 shares; 2025Q3: 4,015 shares 4,015 $619K 0.05% -168,060 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: restricted; 2024Q4: 3,452 shares; 2025Q1: 3,457 shares; 2025Q2: 3,469 shares; 2025Q3: 3,474 shares 3,474 $619K 0.05% +5 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares 1,647 $602K 0.05% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,352 shares; 2025Q1: 4,334 shares; 2025Q2: 4,122 shares; 2025Q3: 4,122 shares 4,122 $600K 0.05% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,275 shares 1,275 $591K 0.05% +22 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,736 shares; 2025Q1: 9,593 shares; 2025Q2: 9,325 shares; 2025Q3: 9,325 shares 9,325 $581K 0.05% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,608 shares; 2025Q1: 6,608 shares; 2025Q2: 6,608 shares; 2025Q3: 6,608 shares 6,608 $575K 0.05% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,723 shares; 2025Q1: 15,192 shares; 2025Q2: 12,255 shares; 2025Q3: 12,262 shares 12,262 $574K 0.05% +7 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 677 shares; 2025Q2: 665 shares; 2025Q3: 757 shares 757 $565K 0.05% +92 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,009 shares; 2025Q1: 4,068 shares; 2025Q2: 3,961 shares; 2025Q3: 4,006 shares 4,006 $563K 0.05% +45 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,154 shares; 2025Q1: 7,031 shares; 2025Q2: 6,933 shares; 2025Q3: 10,892 shares 10,892 $559K 0.05% +3,959 Timeline MDYV 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: restricted; 2024Q4: 6,934 shares; 2025Q1: 6,934 shares; 2025Q2: 6,806 shares; 2025Q3: 6,683 shares 6,683 $557K 0.05% -123 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,831 shares 1,831 $538K 0.05% -55 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,014 shares; 2025Q1: 1,566 shares; 2025Q2: 1,569 shares; 2025Q3: 1,776 shares 1,776 $534K 0.05% +207 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: 10,155 shares 10,155 $527K 0.05% new Timeline MDYG 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: restricted; 2024Q4: 5,935 shares; 2025Q1: 5,928 shares; 2025Q2: 5,694 shares; 2025Q3: 5,694 shares 5,694 $521K 0.05% 0 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: restricted; 2024Q4: 2,111 shares; 2025Q1: 1,321 shares; 2025Q2: 1,588 shares; 2025Q3: 1,537 shares 1,537 $506K 0.04% -51 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,170 shares 9,170 $502K 0.04% new Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,529 shares; 2025Q1: 11,529 shares; 2025Q2: 11,529 shares; 2025Q3: 11,529 shares 11,529 $481K 0.04% 0 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,373 shares; 2025Q1: 17,373 shares; 2025Q2: 11,548 shares; 2025Q3: 11,548 shares 11,548 $467K 0.04% 0 Timeline IBTH 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: restricted; 2024Q4: 18,338 shares; 2025Q1: 20,598 shares; 2025Q2: 20,631 shares; 2025Q3: 20,664 shares 20,664 $465K 0.04% +33 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,584 shares; 2025Q1: 7,238 shares; 2025Q2: 5,973 shares; 2025Q3: 5,773 shares 5,773 $461K 0.04% -200 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,673 shares; 2025Q1: 2,684 shares; 2025Q2: 2,655 shares; 2025Q3: 3,405 shares 3,405 $456K 0.04% +750 Timeline NMAR 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: restricted; 2024Q4: not reported; 2025Q1: 15,783 shares; 2025Q2: 15,783 shares; 2025Q3: 15,783 shares 15,783 $454K 0.04% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,214 shares; 2025Q1: 9,789 shares; 2025Q2: 9,802 shares; 2025Q3: 9,831 shares 9,831 $449K 0.04% +29 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: restricted; 2024Q4: 2,499 shares; 2025Q1: 2,506 shares; 2025Q2: 3,234 shares; 2025Q3: 3,239 shares 3,239 $448K 0.04% +5 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 743 shares; 2025Q1: 859 shares; 2025Q2: 1,983 shares; 2025Q3: 1,353 shares 1,353 $446K 0.04% -630 Timeline YLDE 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: restricted; 2024Q4: 8,292 shares; 2025Q1: 8,173 shares; 2025Q2: 8,173 shares; 2025Q3: 8,173 shares 8,173 $446K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,497 shares; 2025Q1: 2,534 shares; 2025Q2: 2,485 shares; 2025Q3: 2,703 shares 2,703 $438K 0.04% +218 Timeline GVI 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: restricted; 2024Q4: 2,322 shares; 2025Q1: 3,825 shares; 2025Q2: 2,975 shares; 2025Q3: 4,048 shares 4,048 $435K 0.04% +1,073 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,136 shares; 2025Q1: 863 shares; 2025Q2: 5,754 shares; 2025Q3: 5,754 shares 5,754 $428K 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,428 shares; 2025Q1: 6,844 shares; 2025Q2: 7,127 shares; 2025Q3: 7,127 shares 7,127 $427K 0.04% 0 Timeline TLT 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: restricted; 2024Q4: 6,059 shares; 2025Q1: 6,024 shares; 2025Q2: 6,684 shares; 2025Q3: 4,631 shares 4,631 $414K 0.04% -2,053 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,541 shares; 2025Q1: 3,462 shares; 2025Q2: 3,427 shares; 2025Q3: 3,427 shares 3,427 $414K 0.04% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,915 shares; 2025Q1: 2,915 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares 2,915 $408K 0.04% 0 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: restricted; 2024Q4: 545 shares; 2025Q1: 1,035 shares; 2025Q2: 1,004 shares; 2025Q3: 966 shares 966 $408K 0.04% -38 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,186 shares; 2025Q1: 5,001 shares; 2025Q2: 4,966 shares; 2025Q3: 4,865 shares 4,865 $406K 0.04% -101 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,362 shares; 2025Q1: 1,974 shares; 2025Q2: 1,888 shares; 2025Q3: 1,909 shares 1,909 $402K 0.04% +21 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: restricted; 2024Q4: 7,240 shares; 2025Q1: 7,782 shares; 2025Q2: 7,782 shares; 2025Q3: 8,268 shares 8,268 $394K 0.03% +486 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,839 shares; 2025Q1: 9,192 shares; 2025Q2: 9,173 shares; 2025Q3: 8,551 shares 8,551 $386K 0.03% -622 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: restricted; 2024Q4: 6,079 shares; 2025Q1: 4,752 shares; 2025Q2: 5,434 shares; 2025Q3: 5,434 shares 5,434 $385K 0.03% 0 Timeline CORP 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: restricted; 2024Q4: 4,334 shares; 2025Q1: 5,461 shares; 2025Q2: 5,343 shares; 2025Q3: 3,841 shares 3,841 $379K 0.03% -1,502 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,435 shares; 2025Q1: 16,435 shares; 2025Q2: 16,435 shares; 2025Q3: 16,435 shares 16,435 $378K 0.03% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 422 shares; 2025Q1: 168 shares; 2025Q2: not reported; 2025Q3: 406 shares 406 $376K 0.03% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 923 shares 923 $371K 0.03% -39 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,564 shares; 2025Q1: 1,589 shares; 2025Q2: 1,593 shares; 2025Q3: 1,603 shares 1,603 $371K 0.03% +10 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,731 shares; 2025Q1: 10,731 shares; 2025Q2: 10,731 shares; 2025Q3: 10,731 shares 10,731 $368K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,068 shares; 2025Q1: 1,081 shares; 2025Q2: 1,068 shares; 2025Q3: 1,101 shares 1,101 $366K 0.03% +33 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,054 shares; 2025Q1: 36,054 shares; 2025Q2: 36,054 shares; 2025Q3: 36,054 shares 36,054 $361K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,401 shares 1,401 $356K 0.03% +1 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 573 shares; 2025Q1: 709 shares; 2025Q2: 526 shares; 2025Q3: 524 shares 524 $351K 0.03% -2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,569 shares; 2025Q1: 5,019 shares; 2025Q2: 5,019 shares; 2025Q3: 5,196 shares 5,196 $338K 0.03% +177 Timeline CGSD 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: restricted; 2024Q4: 24,076 shares; 2025Q1: 24,822 shares; 2025Q2: 40,202 shares; 2025Q3: 12,951 shares 12,951 $336K 0.03% -27,251 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,074 shares; 2025Q1: 7,154 shares; 2025Q2: 12,734 shares; 2025Q3: 12,739 shares 12,739 $336K 0.03% +5 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: restricted; 2024Q4: 1,428 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares 1,297 $321K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,123 shares; 2025Q1: 11,042 shares; 2025Q2: 11,111 shares; 2025Q3: 10,789 shares 10,789 $305K 0.03% -322 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: restricted; 2024Q4: 10,760 shares; 2025Q1: 14,388 shares; 2025Q2: 14,408 shares; 2025Q3: 14,469 shares 14,469 $299K 0.03% +61 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares 6,400 $295K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,149 shares; 2025Q1: 1,333 shares; 2025Q2: 1,351 shares; 2025Q3: 1,358 shares 1,358 $293K 0.03% +7 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: restricted; 2024Q4: 512 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 514 shares 514 $291K 0.03% +1 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,756 shares; 2025Q1: 6,442 shares; 2025Q2: 6,532 shares; 2025Q3: 6,535 shares 6,535 $287K 0.03% +3 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,225 shares; 2025Q1: 5,097 shares; 2025Q2: 5,147 shares; 2025Q3: 5,363 shares 5,363 $277K 0.02% +216 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,159 shares; 2025Q1: 3,008 shares; 2025Q2: 3,008 shares; 2025Q3: 3,008 shares 3,008 $275K 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares 1,978 $272K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,075 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares 1,105 $267K 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,954 shares; 2025Q1: 5,954 shares; 2025Q2: 5,954 shares; 2025Q3: 5,954 shares 5,954 $266K 0.02% 0 Timeline FBCG 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: restricted; 2024Q4: 2,049 shares; 2025Q1: 2,049 shares; 2025Q2: not reported; 2025Q3: 4,874 shares 4,874 $262K 0.02% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,379 shares; 2025Q1: 10,379 shares; 2025Q2: 10,379 shares; 2025Q3: 10,379 shares 10,379 $261K 0.02% 0 MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,693 shares; 2025Q2: 1,643 shares; 2025Q3: 1,649 shares 1,649 $256K 0.02% +6 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 524 shares; 2025Q2: 519 shares; 2025Q3: 532 shares 532 $255K 0.02% +13 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,338 shares; 2025Q1: 2,533 shares; 2025Q2: 2,533 shares; 2025Q3: 2,533 shares 2,533 $252K 0.02% 0 Timeline IFEB 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: restricted; 2024Q4: not reported; 2025Q1: 8,532 shares; 2025Q2: 8,532 shares; 2025Q3: 8,532 shares 8,532 $251K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,721 shares; 2025Q1: 1,683 shares; 2025Q2: not reported; 2025Q3: 3,231 shares 3,231 $247K 0.02% new Timeline ESGD 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: restricted; 2024Q4: 2,988 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares 2,626 $244K 0.02% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,336 shares 1,336 $238K 0.02% +6 Timeline SHV 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: restricted; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: 2,134 shares 2,134 $236K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 344 shares; 2025Q2: 380 shares; 2025Q3: 381 shares 381 $234K 0.02% +1 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,479 shares; 2025Q1: 5,288 shares; 2025Q2: 5,288 shares; 2025Q3: 5,288 shares 5,288 $233K 0.02% 0 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: restricted; 2024Q4: 3,449 shares; 2025Q1: 3,449 shares; 2025Q2: 3,449 shares; 2025Q3: 3,405 shares 3,405 $231K 0.02% -44 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,533 shares; 2025Q2: 1,527 shares; 2025Q3: 1,045 shares 1,045 $231K 0.02% -482 Timeline IMAR 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: restricted; 2024Q4: 2,375 shares; 2025Q1: 7,783 shares; 2025Q2: 7,933 shares; 2025Q3: 7,933 shares 7,933 $230K 0.02% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,358 shares; 2025Q3: 2,358 shares 2,358 $227K 0.02% 0 Timeline FRAF FRANKLIN FINL SVCS CORP More: the full row for FRANKLIN FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,936 shares 4,936 $227K 0.02% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,890 shares; 2025Q1: 4,688 shares; 2025Q2: 4,707 shares; 2025Q3: 4,733 shares 4,733 $225K 0.02% +26 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,766 shares; 2025Q3: 2,864 shares 2,864 $224K 0.02% +98 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: not reported; 2025Q3: 2,904 shares 2,904 $222K 0.02% new Timeline CGSM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,409 shares 8,409 $222K 0.02% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,300 shares; 2025Q1: 3,825 shares; 2025Q2: 4,670 shares; 2025Q3: 4,319 shares 4,319 $219K 0.02% -351 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 592 shares; 2025Q2: 1,297 shares; 2025Q3: 677 shares 677 $218K 0.02% -620 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: restricted; 2024Q4: 5,150 shares; 2025Q1: 5,161 shares; 2025Q2: 5,185 shares; 2025Q3: 5,528 shares 5,528 $217K 0.02% +343 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 301 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 305 shares 305 $213K 0.02% +1 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: restricted; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 5,267 shares; 2025Q3: 5,267 shares 5,267 $211K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 880 shares; 2025Q1: 868 shares; 2025Q2: not reported; 2025Q3: 1,288 shares 1,288 $208K 0.02% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,640 shares; 2025Q1: 2,653 shares; 2025Q2: 2,665 shares; 2025Q3: 2,669 shares 2,669 $208K 0.02% +4 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: restricted; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: not reported; 2025Q3: 1,440 shares 1,440 $206K 0.02% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,043 shares; 2025Q1: 1,085 shares; 2025Q2: not reported; 2025Q3: 1,087 shares 1,087 $203K 0.02% new Timeline KJAN 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: restricted; 2024Q4: 3,952 shares; 2025Q1: 5,011 shares; 2025Q2: not reported; 2025Q3: 5,011 shares 5,011 $202K 0.02% new Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,875 shares; 2025Q3: 22,950 shares 22,950 $164K 0.01% +2,075 Timeline INTENSITY THERAPEUTICS INC INTENSITY THERAPEUTICS INC More: the full row for INTENSITY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,301 shares; 2025Q1: 9,525 shares; 2025Q2: 16,525 shares; 2025Q3: 54,377 shares 54,377 $13.2K <0.01% +37,852 CXAI CXAPP INC More: the full row for CXAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $7.37K <0.01% 0 Timeline