BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,032 shares; 2024Q4: 24,534 shares; 2025Q1: 23,968 shares; 2025Q2: 23,056 shares; 2025Q3: 22,327 shares 22,327 $2.23M 0.03% -729 Timeline FTC 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: 18,530 shares; 2024Q4: 16,320 shares; 2025Q1: 14,783 shares; 2025Q2: 13,492 shares; 2025Q3: 13,859 shares 13,859 $2.23M 0.03% +367 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: 35,025 shares; 2024Q4: 32,963 shares; 2025Q1: 31,449 shares; 2025Q2: 51,930 shares; 2025Q3: 49,686 shares 49,686 $2.21M 0.03% -2,244 Timeline TBF 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: not reported; 2024Q4: 19,500 shares; 2025Q1: 40,380 shares; 2025Q2: 93,195 shares; 2025Q3: 93,185 shares 93,185 $2.21M 0.03% -10 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,609 shares; 2024Q4: 41,485 shares; 2025Q1: 38,065 shares; 2025Q2: 36,786 shares; 2025Q3: 38,533 shares 38,533 $2.21M 0.03% +1,747 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: 41,479 shares; 2024Q4: 41,020 shares; 2025Q1: 38,134 shares; 2025Q2: 36,225 shares; 2025Q3: 36,466 shares 36,466 $2.19M 0.03% +241 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,667 shares 12,667 $2.19M 0.03% new Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,640 shares; 2024Q4: 335,840 shares; 2025Q1: 310,000 shares; 2025Q2: 220,000 shares; 2025Q3: 229,000 shares 229,000 $2.18M 0.03% +9,000 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 11,535 shares; 2025Q1: 11,269 shares; 2025Q2: 9,804 shares; 2025Q3: 10,431 shares 10,431 $2.18M 0.03% +627 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,993 shares; 2024Q4: 23,590 shares; 2025Q1: 6,679 shares; 2025Q2: 19,690 shares; 2025Q3: 22,272 shares 22,272 $2.17M 0.03% +2,582 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: 243,203 shares; 2024Q4: 96,698 shares; 2025Q1: 71,426 shares; 2025Q2: 69,785 shares; 2025Q3: 125,694 shares 125,694 $2.17M 0.03% +55,909 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: 22,029 shares; 2024Q4: 21,620 shares; 2025Q1: 20,435 shares; 2025Q2: 18,783 shares; 2025Q3: 31,824 shares 31,824 $2.15M 0.03% +13,041 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,871 shares; 2025Q3: 93,262 shares 93,262 $2.12M 0.02% +62,391 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,018 shares; 2025Q3: 14,763 shares 14,763 $2.11M 0.02% +6,745 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: 165,199 shares; 2024Q4: 163,551 shares; 2025Q1: 148,900 shares; 2025Q2: 178,276 shares; 2025Q3: 175,603 shares 175,603 $2.1M 0.02% -2,673 Timeline FDN 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: 9,922 shares; 2024Q4: 9,298 shares; 2025Q1: 7,386 shares; 2025Q2: 7,713 shares; 2025Q3: 7,473 shares 7,473 $2.09M 0.02% -240 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,811 shares; 2024Q4: 11,185 shares; 2025Q1: 8,923 shares; 2025Q2: 9,436 shares; 2025Q3: 8,858 shares 8,858 $2.09M 0.02% -578 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: 7,812 shares; 2024Q4: 8,101 shares; 2025Q1: 5,580 shares; 2025Q2: 5,131 shares; 2025Q3: 7,368 shares 7,368 $2.08M 0.02% +2,237 Timeline VPU 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: 27,107 shares; 2024Q4: 30,224 shares; 2025Q1: 11,345 shares; 2025Q2: 10,947 shares; 2025Q3: 10,967 shares 10,967 $2.08M 0.02% +20 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,115 shares; 2024Q4: 17,926 shares; 2025Q1: 20,740 shares; 2025Q2: 21,118 shares; 2025Q3: 33,439 shares 33,439 $2.06M 0.02% +12,321 Timeline MEAR 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: 11,574 shares; 2024Q4: 14,966 shares; 2025Q1: 22,945 shares; 2025Q2: 31,718 shares; 2025Q3: 40,668 shares 40,668 $2.05M 0.02% +8,950 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,405 shares; 2025Q3: 13,180 shares 13,180 $2.05M 0.02% +775 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,392 shares; 2024Q4: 61,351 shares; 2025Q1: 62,877 shares; 2025Q2: 62,847 shares; 2025Q3: 66,255 shares 66,255 $2.04M 0.02% +3,408 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,231 shares; 2024Q4: 17,976 shares; 2025Q1: 17,383 shares; 2025Q2: 16,971 shares; 2025Q3: 16,673 shares 16,673 $2.04M 0.02% -298 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,326 shares; 2024Q4: 67,789 shares; 2025Q1: 14,071 shares; 2025Q2: 13,849 shares; 2025Q3: 14,276 shares 14,276 $2.03M 0.02% +427 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: 28,540 shares; 2024Q4: 25,361 shares; 2025Q1: 15,993 shares; 2025Q2: 12,187 shares; 2025Q3: 36,527 shares 36,527 $2.03M 0.02% +24,340 Timeline BIZD 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: 288,985 shares; 2024Q4: 304,934 shares; 2025Q1: 188,707 shares; 2025Q2: 178,526 shares; 2025Q3: 135,068 shares 135,068 $2.02M 0.02% -43,458 Timeline FFLC 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: 38,752 shares 38,752 $2.02M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,906 shares; 2025Q2: 60,464 shares; 2025Q3: 74,746 shares 74,746 $2.01M 0.02% +14,282 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,817 shares; 2024Q4: 26,639 shares; 2025Q1: 19,645 shares; 2025Q2: 30,859 shares; 2025Q3: 31,530 shares 31,530 $2M 0.02% +671 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,330 shares; 2024Q4: 39,657 shares; 2025Q1: 27,077 shares; 2025Q2: 26,113 shares; 2025Q3: 26,394 shares 26,394 $1.99M 0.02% +281 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,661 shares; 2025Q1: 1,830 shares; 2025Q2: 1,805 shares; 2025Q3: 9,057 shares 9,057 $1.99M 0.02% +7,252 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,510 shares; 2024Q4: 35,722 shares; 2025Q1: 46,627 shares; 2025Q2: 49,173 shares; 2025Q3: 47,594 shares 47,594 $1.98M 0.02% -1,579 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,283 shares; 2024Q4: 32,401 shares; 2025Q1: 31,961 shares; 2025Q2: 31,902 shares; 2025Q3: 34,303 shares 34,303 $1.97M 0.02% +2,401 Timeline PSLV 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: 106,722 shares; 2024Q4: 115,222 shares; 2025Q1: 120,522 shares; 2025Q2: 124,172 shares; 2025Q3: 124,772 shares 124,772 $1.96M 0.02% +600 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,044 shares; 2024Q4: 26,285 shares; 2025Q1: 38,834 shares; 2025Q2: 54,782 shares; 2025Q3: 62,680 shares 62,680 $1.95M 0.02% +7,898 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,508 shares; 2025Q1: 12,645 shares; 2025Q2: 11,722 shares; 2025Q3: 15,390 shares 15,390 $1.95M 0.02% +3,668 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,466 shares; 2024Q4: 27,130 shares; 2025Q1: 26,762 shares; 2025Q2: 28,223 shares; 2025Q3: 37,455 shares 37,455 $1.93M 0.02% +9,232 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: 84,845 shares; 2024Q4: 83,847 shares; 2025Q1: 83,067 shares; 2025Q2: 73,396 shares; 2025Q3: 82,499 shares 82,499 $1.93M 0.02% +9,103 SLQD 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: 56,065 shares; 2024Q4: 52,909 shares; 2025Q1: 42,332 shares; 2025Q2: 39,965 shares; 2025Q3: 37,762 shares 37,762 $1.92M 0.02% -2,203 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: 5,774 shares; 2024Q4: 6,405 shares; 2025Q1: 6,838 shares; 2025Q2: 6,721 shares; 2025Q3: 7,693 shares 7,693 $1.89M 0.02% +972 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,291 shares; 2024Q4: 50,383 shares; 2025Q1: 37,983 shares; 2025Q2: 38,411 shares; 2025Q3: 37,917 shares 37,917 $1.89M 0.02% -494 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: 17,613 shares; 2024Q4: 17,621 shares; 2025Q1: 17,283 shares; 2025Q2: 17,979 shares; 2025Q3: 16,930 shares 16,930 $1.89M 0.02% -1,049 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: 44,663 shares; 2024Q4: 57,275 shares; 2025Q1: 47,825 shares; 2025Q2: 42,124 shares; 2025Q3: 31,004 shares 31,004 $1.89M 0.02% -11,120 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: 20,293 shares; 2024Q4: 26,936 shares; 2025Q1: 25,298 shares; 2025Q2: 10,087 shares; 2025Q3: 13,327 shares 13,327 $1.89M 0.02% +3,240 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,320 shares; 2024Q4: 147,648 shares; 2025Q1: 139,140 shares; 2025Q2: 143,936 shares; 2025Q3: 140,997 shares 140,997 $1.88M 0.02% -2,939 Timeline EUSB 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: 19,117 shares; 2024Q4: 36,248 shares; 2025Q1: 37,657 shares; 2025Q2: 39,958 shares; 2025Q3: 42,669 shares 42,669 $1.87M 0.02% +2,711 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 25,242 shares; 2025Q1: 27,710 shares; 2025Q2: 14,746 shares; 2025Q3: 14,587 shares 14,587 $1.87M 0.02% -159 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,924 shares 49,924 $1.87M 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 19,614 shares; 2025Q1: 25,019 shares; 2025Q2: 21,269 shares; 2025Q3: 20,812 shares 20,812 $1.87M 0.02% -457 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: 51,265 shares; 2024Q4: 48,753 shares; 2025Q1: 40,763 shares; 2025Q2: 95,326 shares; 2025Q3: 94,268 shares 94,268 $1.87M 0.02% -1,058 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: 41,610 shares; 2024Q4: 49,151 shares; 2025Q1: 46,766 shares; 2025Q2: 45,378 shares; 2025Q3: 39,663 shares 39,663 $1.86M 0.02% -5,715 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: 25,193 shares; 2024Q4: 24,670 shares; 2025Q1: 22,653 shares; 2025Q2: 19,255 shares; 2025Q3: 19,285 shares 19,285 $1.85M 0.02% +30 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,084 shares 19,084 $1.85M 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,140 shares; 2024Q4: 29,291 shares; 2025Q1: 26,518 shares; 2025Q2: 25,584 shares; 2025Q3: 25,756 shares 25,756 $1.84M 0.02% +172 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: 6,693 shares; 2024Q4: 8,462 shares; 2025Q1: 126,654 shares; 2025Q2: 11,374 shares; 2025Q3: 15,373 shares 15,373 $1.84M 0.02% +3,999 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 13,772 shares; 2025Q1: 15,389 shares; 2025Q2: 17,108 shares; 2025Q3: 19,005 shares 19,005 $1.83M 0.02% +1,897 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: 11,297 shares; 2024Q4: 10,172 shares; 2025Q1: 10,881 shares; 2025Q2: 11,005 shares; 2025Q3: 12,927 shares 12,927 $1.82M 0.02% +1,922 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,278 shares; 2025Q1: 9,064 shares; 2025Q2: 9,237 shares; 2025Q3: 12,490 shares 12,490 $1.82M 0.02% +3,253 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,785 shares; 2024Q4: 20,908 shares; 2025Q1: 20,867 shares; 2025Q2: 22,362 shares; 2025Q3: 24,081 shares 24,081 $1.81M 0.02% +1,719 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: 32,364 shares; 2024Q4: 34,135 shares; 2025Q1: 33,154 shares; 2025Q2: 40,375 shares; 2025Q3: 45,629 shares 45,629 $1.81M 0.02% +5,254 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,631 shares; 2024Q4: 54,708 shares; 2025Q1: 34,746 shares; 2025Q2: 21,093 shares; 2025Q3: 18,194 shares 18,194 $1.8M 0.02% -2,899 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,856 shares; 2024Q4: 41,144 shares; 2025Q1: 31,571 shares; 2025Q2: 31,938 shares; 2025Q3: 31,866 shares 31,866 $1.8M 0.02% -72 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: 5,544 shares; 2025Q3: 49,807 shares 49,807 $1.79M 0.02% +44,263 Timeline USMF 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: 40,256 shares; 2024Q4: 40,695 shares; 2025Q1: 37,987 shares; 2025Q2: 37,681 shares; 2025Q3: 34,268 shares 34,268 $1.79M 0.02% -3,413 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: 3,331 shares; 2024Q4: 3,550 shares; 2025Q1: 3,624 shares; 2025Q2: 3,767 shares; 2025Q3: 3,676 shares 3,676 $1.78M 0.02% -91 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 7,610 shares; 2025Q1: 5,971 shares; 2025Q2: 5,948 shares; 2025Q3: 8,252 shares 8,252 $1.77M 0.02% +2,304 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,806 shares; 2024Q4: 30,928 shares; 2025Q1: 30,407 shares; 2025Q2: 22,591 shares; 2025Q3: 22,443 shares 22,443 $1.76M 0.02% -148 Timeline BUG 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: 34,336 shares; 2024Q4: 42,341 shares; 2025Q1: 47,466 shares; 2025Q2: 48,654 shares; 2025Q3: 49,843 shares 49,843 $1.75M 0.02% +1,189 Timeline FXN 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: 97,152 shares; 2024Q4: 125,681 shares; 2025Q1: 137,556 shares; 2025Q2: 121,047 shares; 2025Q3: 107,128 shares 107,128 $1.75M 0.02% -13,919 Timeline EWX 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: 45,328 shares; 2024Q4: 47,611 shares; 2025Q1: 50,903 shares; 2025Q2: 54,158 shares; 2025Q3: 25,897 shares 25,897 $1.74M 0.02% -28,261 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: 52,210 shares; 2024Q4: 52,130 shares; 2025Q1: 52,147 shares; 2025Q2: 52,164 shares; 2025Q3: 50,447 shares 50,447 $1.73M 0.02% -1,717 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,386 shares; 2024Q4: 22,548 shares; 2025Q1: 21,979 shares; 2025Q2: 21,475 shares; 2025Q3: 21,562 shares 21,562 $1.72M 0.02% +87 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: 4,556 shares; 2024Q4: 4,404 shares; 2025Q1: 4,105 shares; 2025Q2: 10,747 shares; 2025Q3: 12,127 shares 12,127 $1.72M 0.02% +1,380 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,916 shares; 2024Q4: 36,976 shares; 2025Q1: 33,428 shares; 2025Q2: 32,556 shares; 2025Q3: 30,270 shares 30,270 $1.71M 0.02% -2,286 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 11,184 shares; 2025Q1: 8,571 shares; 2025Q2: 3,985 shares; 2025Q3: 13,098 shares 13,098 $1.7M 0.02% +9,113 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,981 shares; 2024Q4: 111,400 shares; 2025Q1: 100,572 shares; 2025Q2: 99,068 shares; 2025Q3: 93,738 shares 93,738 $1.7M 0.02% -5,330 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 13,512 shares; 2025Q1: 12,747 shares; 2025Q2: 12,525 shares; 2025Q3: 12,113 shares 12,113 $1.69M 0.02% -412 Timeline EEMV 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: not reported; 2025Q3: 26,283 shares 26,283 $1.68M 0.02% new Timeline GPIQ 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: 4,215 shares; 2025Q1: 5,600 shares; 2025Q2: 20,181 shares; 2025Q3: 31,856 shares 31,856 $1.67M 0.02% +11,675 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: 6,413 shares; 2024Q4: 6,021 shares; 2025Q1: 5,072 shares; 2025Q2: 5,615 shares; 2025Q3: 5,785 shares 5,785 $1.67M 0.02% +170 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: 1,683 shares; 2024Q4: 1,830 shares; 2025Q1: 2,136 shares; 2025Q2: 1,995 shares; 2025Q3: 3,934 shares 3,934 $1.66M 0.02% +1,939 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: 27,641 shares; 2025Q3: 34,675 shares 34,675 $1.66M 0.02% +7,034 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: 36,399 shares; 2024Q4: 35,024 shares; 2025Q1: 35,227 shares; 2025Q2: 35,327 shares; 2025Q3: 44,967 shares 44,967 $1.66M 0.02% +9,640 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 10,125 shares; 2025Q1: 9,862 shares; 2025Q2: 9,346 shares; 2025Q3: 9,445 shares 9,445 $1.65M 0.02% +99 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 36,634 shares; 2025Q1: 35,670 shares; 2025Q2: 16,677 shares; 2025Q3: 33,299 shares 33,299 $1.65M 0.02% +16,622 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: 23,145 shares; 2024Q4: 25,969 shares; 2025Q1: 28,707 shares; 2025Q2: 33,507 shares; 2025Q3: 38,764 shares 38,764 $1.64M 0.02% +5,257 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,758 shares; 2024Q4: 201,148 shares; 2025Q1: 178,615 shares; 2025Q2: 184,547 shares; 2025Q3: 109,950 shares 109,950 $1.64M 0.02% -74,597 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 8,192 shares; 2025Q1: 7,518 shares; 2025Q2: 8,722 shares; 2025Q3: 9,252 shares 9,252 $1.64M 0.02% +530 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,442 shares; 2024Q4: 22,777 shares; 2025Q1: 22,182 shares; 2025Q2: 22,692 shares; 2025Q3: 23,802 shares 23,802 $1.63M 0.02% +1,110 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: 13,351 shares; 2024Q4: 13,064 shares; 2025Q1: 11,551 shares; 2025Q2: 12,048 shares; 2025Q3: 8,448 shares 8,448 $1.62M 0.02% -3,600 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,098 shares; 2024Q4: 21,501 shares; 2025Q1: 31,158 shares; 2025Q2: 37,153 shares; 2025Q3: 32,337 shares 32,337 $1.62M 0.02% -4,816 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,266 shares; 2025Q2: 37,957 shares; 2025Q3: 38,676 shares 38,676 $1.62M 0.02% +719 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: 33,235 shares; 2024Q4: 34,907 shares; 2025Q1: 36,023 shares; 2025Q2: 36,294 shares; 2025Q3: 36,139 shares 36,139 $1.62M 0.02% -155 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: 14,155 shares; 2024Q4: 18,525 shares; 2025Q1: 19,296 shares; 2025Q2: 22,556 shares; 2025Q3: 25,743 shares 25,743 $1.61M 0.02% +3,187 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: 3,066 shares; 2024Q4: 2,100 shares; 2025Q1: 2,020 shares; 2025Q2: 2,105 shares; 2025Q3: 2,079 shares 2,079 $1.61M 0.02% -26 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,261 shares; 2024Q4: 13,831 shares; 2025Q1: 14,018 shares; 2025Q2: 25,837 shares; 2025Q3: 25,514 shares 25,514 $1.6M 0.02% -323 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: 50,199 shares; 2024Q4: 45,867 shares; 2025Q1: 30,687 shares; 2025Q2: 32,259 shares; 2025Q3: 31,498 shares 31,498 $1.6M 0.02% -761 Timeline SPHD 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: 36,960 shares; 2024Q4: 41,870 shares; 2025Q1: 27,021 shares; 2025Q2: 28,578 shares; 2025Q3: 32,260 shares 32,260 $1.6M 0.02% +3,682 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,939 shares; 2024Q4: 33,847 shares; 2025Q1: 6,100 shares; 2025Q2: 11,085 shares; 2025Q3: 28,562 shares 28,562 $1.59M 0.02% +17,477 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: 7,035 shares; 2024Q4: 6,955 shares; 2025Q1: 6,180 shares; 2025Q2: 6,382 shares; 2025Q3: 6,385 shares 6,385 $1.57M 0.02% +3 Timeline DTD 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: 16,377 shares; 2024Q4: 16,979 shares; 2025Q1: 17,181 shares; 2025Q2: 17,958 shares; 2025Q3: 18,660 shares 18,660 $1.57M 0.02% +702 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,583 shares; 2025Q1: 6,627 shares; 2025Q2: 6,671 shares; 2025Q3: 7,292 shares 7,292 $1.56M 0.02% +621 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,390 shares; 2024Q4: 11,195 shares; 2025Q1: 9,481 shares; 2025Q2: 18,578 shares; 2025Q3: 18,969 shares 18,969 $1.56M 0.02% +391 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 5,980 shares; 2025Q1: 6,012 shares; 2025Q2: 6,787 shares; 2025Q3: 6,918 shares 6,918 $1.56M 0.02% +131 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 5,725 shares; 2025Q1: 6,468 shares; 2025Q2: 7,149 shares; 2025Q3: 8,175 shares 8,175 $1.55M 0.02% +1,026 Timeline EFIV 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: 25,808 shares; 2024Q4: 25,965 shares; 2025Q1: 25,087 shares; 2025Q2: 24,269 shares; 2025Q3: 24,202 shares 24,202 $1.54M 0.02% -67 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,194 shares; 2024Q4: 72,808 shares; 2025Q1: 65,916 shares; 2025Q2: 64,314 shares; 2025Q3: 54,062 shares 54,062 $1.53M 0.02% -10,252 Timeline PTNQ 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: 21,138 shares; 2024Q4: 20,562 shares; 2025Q1: 19,579 shares; 2025Q2: 19,743 shares; 2025Q3: 19,604 shares 19,604 $1.52M 0.02% -139 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 9,767 shares; 2025Q1: 9,724 shares; 2025Q2: 10,324 shares; 2025Q3: 10,112 shares 10,112 $1.52M 0.02% -212 Timeline SJNK 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: 53,868 shares; 2024Q4: 63,975 shares; 2025Q1: 308,202 shares; 2025Q2: 50,970 shares; 2025Q3: 59,162 shares 59,162 $1.51M 0.02% +8,192 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 9,893 shares; 2025Q1: 9,908 shares; 2025Q2: 10,649 shares; 2025Q3: 10,599 shares 10,599 $1.51M 0.02% -50 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: 892 shares; 2024Q4: 1,248 shares; 2025Q1: 1,552 shares; 2025Q2: 1,840 shares; 2025Q3: 2,165 shares 2,165 $1.51M 0.02% +325 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: 33,471 shares; 2024Q4: 31,434 shares; 2025Q1: 31,676 shares; 2025Q2: 8,904 shares; 2025Q3: 8,059 shares 8,059 $1.51M 0.02% -845 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: 15,696 shares; 2025Q3: 28,815 shares 28,815 $1.51M 0.02% +13,119 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,890 shares; 2024Q4: 7,842 shares; 2025Q1: 6,081 shares; 2025Q2: 5,852 shares; 2025Q3: 7,541 shares 7,541 $1.5M 0.02% +1,689 Timeline VOX 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: 10,223 shares; 2024Q4: 9,459 shares; 2025Q1: 8,879 shares; 2025Q2: 8,884 shares; 2025Q3: 7,963 shares 7,963 $1.5M 0.02% -921 Timeline KNG 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: 23,991 shares; 2024Q4: 28,534 shares; 2025Q1: 30,356 shares; 2025Q2: 25,225 shares; 2025Q3: 30,292 shares 30,292 $1.49M 0.02% +5,067 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 15,394 shares; 2025Q1: 14,983 shares; 2025Q2: 14,525 shares; 2025Q3: 14,242 shares 14,242 $1.49M 0.02% -283 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 27,871 shares; 2025Q3: 41,083 shares 41,083 $1.48M 0.02% +13,212 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,017 shares; 2024Q4: 9,002 shares; 2025Q1: 8,657 shares; 2025Q2: 8,543 shares; 2025Q3: 8,879 shares 8,879 $1.48M 0.02% +336 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,697 shares 33,697 $1.48M 0.02% new Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 12,928 shares; 2025Q1: 19,683 shares; 2025Q2: 39,870 shares; 2025Q3: 44,463 shares 44,463 $1.47M 0.02% +4,593 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,079 shares; 2024Q4: 129,270 shares; 2025Q1: 116,742 shares; 2025Q2: 127,288 shares; 2025Q3: 31,981 shares 31,981 $1.47M 0.02% -95,307 Timeline CTA 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: 72,468 shares; 2025Q2: 46,893 shares; 2025Q3: 52,280 shares 52,280 $1.46M 0.02% +5,387 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 10,811 shares; 2025Q1: 6,146 shares; 2025Q2: 10,063 shares; 2025Q3: 8,158 shares 8,158 $1.46M 0.02% -1,905 Timeline VYMI 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: 12,818 shares; 2024Q4: 14,448 shares; 2025Q1: 16,583 shares; 2025Q2: 17,074 shares; 2025Q3: 17,196 shares 17,196 $1.46M 0.02% +122 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: 32,584 shares; 2024Q4: 36,477 shares; 2025Q1: 39,053 shares; 2025Q2: 40,705 shares; 2025Q3: 41,016 shares 41,016 $1.45M 0.02% +311 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,563 shares; 2024Q4: 15,341 shares; 2025Q1: 28,292 shares; 2025Q2: 31,372 shares; 2025Q3: 30,147 shares 30,147 $1.45M 0.02% -1,225 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 14,137 shares; 2025Q1: 13,129 shares; 2025Q2: 14,110 shares; 2025Q3: 15,439 shares 15,439 $1.44M 0.02% +1,329 Timeline COWG 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: not reported; 2024Q4: not reported; 2025Q1: 16,933 shares; 2025Q2: 58,138 shares; 2025Q3: 39,565 shares 39,565 $1.44M 0.02% -18,573 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: 17,106 shares; 2024Q4: 22,679 shares; 2025Q1: 16,426 shares; 2025Q2: 15,226 shares; 2025Q3: 15,777 shares 15,777 $1.42M 0.02% +551 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,609 shares; 2024Q4: 22,593 shares; 2025Q1: 20,311 shares; 2025Q2: 20,422 shares; 2025Q3: 29,281 shares 29,281 $1.42M 0.02% +8,859 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 19,857 shares; 2025Q1: 18,986 shares; 2025Q2: 15,934 shares; 2025Q3: 15,842 shares 15,842 $1.41M 0.02% -92 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,881 shares; 2024Q4: 22,921 shares; 2025Q1: 26,118 shares; 2025Q2: 24,684 shares; 2025Q3: 30,657 shares 30,657 $1.4M 0.02% +5,973 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: 42,603 shares; 2024Q4: 45,398 shares; 2025Q1: 30,431 shares; 2025Q2: 28,313 shares; 2025Q3: 27,714 shares 27,714 $1.4M 0.02% -599 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,938 shares; 2024Q4: 263,931 shares; 2025Q1: 248,793 shares; 2025Q2: 171,716 shares; 2025Q3: 137,373 shares 137,373 $1.4M 0.02% -34,343 Timeline IDU 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: 8,672 shares; 2024Q4: 10,033 shares; 2025Q1: 3,875 shares; 2025Q2: 11,512 shares; 2025Q3: 12,580 shares 12,580 $1.4M 0.02% +1,068 Timeline NETL 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: 42,298 shares; 2024Q4: 44,222 shares; 2025Q1: 43,693 shares; 2025Q2: 48,392 shares; 2025Q3: 56,534 shares 56,534 $1.39M 0.02% +8,142 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 12,282 shares; 2025Q1: 10,790 shares; 2025Q2: 10,786 shares; 2025Q3: 11,539 shares 11,539 $1.38M 0.02% +753 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 394 shares; 2025Q1: 391 shares; 2025Q2: 850 shares; 2025Q3: 924 shares 924 $1.38M 0.02% +74 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: 63,819 shares; 2024Q4: 61,546 shares; 2025Q1: 49,000 shares; 2025Q2: 42,354 shares; 2025Q3: 39,931 shares 39,931 $1.38M 0.02% -2,423 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,693 shares; 2024Q4: 64,155 shares; 2025Q1: 45,465 shares; 2025Q2: 41,140 shares; 2025Q3: 43,752 shares 43,752 $1.37M 0.02% +2,612 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 8,449 shares; 2025Q1: 7,815 shares; 2025Q2: 5,612 shares; 2025Q3: 5,610 shares 5,610 $1.37M 0.02% -2 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,128 shares; 2024Q4: 66,850 shares; 2025Q1: 66,928 shares; 2025Q2: 26,764 shares; 2025Q3: 49,062 shares 49,062 $1.37M 0.02% +22,298 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,194 shares; 2024Q4: 40,195 shares; 2025Q1: 39,416 shares; 2025Q2: 44,643 shares; 2025Q3: 34,779 shares 34,779 $1.36M 0.02% -9,864 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 5,373 shares; 2025Q1: 13,936 shares; 2025Q2: 7,929 shares; 2025Q3: 7,929 shares 7,929 $1.36M 0.02% 0 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: 23,685 shares; 2024Q4: 71,487 shares; 2025Q1: 68,317 shares; 2025Q2: 75,642 shares; 2025Q3: 83,967 shares 83,967 $1.35M 0.02% +8,325 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,148 shares; 2024Q4: 16,661 shares; 2025Q1: 13,283 shares; 2025Q2: 13,280 shares; 2025Q3: 14,303 shares 14,303 $1.35M 0.02% +1,023 Timeline SPGP 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: 227,668 shares; 2024Q4: 231,573 shares; 2025Q1: 12,920 shares; 2025Q2: 12,125 shares; 2025Q3: 11,787 shares 11,787 $1.34M 0.02% -338 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: 10,380 shares; 2024Q4: 11,501 shares; 2025Q1: 9,210 shares; 2025Q2: 7,748 shares; 2025Q3: 15,690 shares 15,690 $1.33M 0.02% +7,942 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: 12,449 shares; 2024Q4: 12,385 shares; 2025Q1: 10,069 shares; 2025Q2: 9,128 shares; 2025Q3: 10,282 shares 10,282 $1.32M 0.02% +1,154 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: 10,058 shares; 2024Q4: 10,224 shares; 2025Q1: 11,053 shares; 2025Q2: 23,807 shares; 2025Q3: 13,029 shares 13,029 $1.31M 0.02% -10,778 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: 32,858 shares; 2024Q4: 38,373 shares; 2025Q1: 36,740 shares; 2025Q2: 46,218 shares; 2025Q3: 41,854 shares 41,854 $1.3M 0.02% -4,364 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: 21,133 shares; 2024Q4: 17,433 shares; 2025Q1: 16,075 shares; 2025Q2: 15,869 shares; 2025Q3: 16,288 shares 16,288 $1.3M 0.02% +419 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,751 shares; 2024Q4: 165,773 shares; 2025Q1: 165,722 shares; 2025Q2: 165,758 shares; 2025Q3: 165,788 shares 165,788 $1.3M 0.02% +30 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 8,511 shares; 2025Q1: 7,794 shares; 2025Q2: 8,414 shares; 2025Q3: 8,479 shares 8,479 $1.29M 0.02% +65 Timeline VNLA 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: 8,035 shares; 2024Q4: 8,607 shares; 2025Q1: 7,447 shares; 2025Q2: 11,442 shares; 2025Q3: 25,875 shares 25,875 $1.28M 0.02% +14,433 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,443 shares; 2024Q4: 67,173 shares; 2025Q1: 55,922 shares; 2025Q2: 58,476 shares; 2025Q3: 62,393 shares 62,393 $1.27M 0.02% +3,917 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: 11,333 shares; 2024Q4: 11,789 shares; 2025Q1: 12,330 shares; 2025Q2: 12,737 shares; 2025Q3: 13,673 shares 13,673 $1.27M 0.01% +936 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: 92,957 shares; 2024Q4: 103,796 shares; 2025Q1: 45,906 shares; 2025Q2: 38,553 shares; 2025Q3: 27,214 shares 27,214 $1.27M 0.01% -11,339 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,431 shares; 2025Q1: 5,415 shares; 2025Q2: 5,415 shares; 2025Q3: 5,415 shares 5,415 $1.27M 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 8,745 shares; 2025Q1: 8,494 shares; 2025Q2: 8,335 shares; 2025Q3: 9,370 shares 9,370 $1.26M 0.01% +1,035 Timeline DIV 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: 65,818 shares; 2024Q4: 70,753 shares; 2025Q1: 66,685 shares; 2025Q2: 68,423 shares; 2025Q3: 71,155 shares 71,155 $1.26M 0.01% +2,732 Timeline SSO 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: 13,241 shares; 2024Q4: 12,640 shares; 2025Q1: 13,441 shares; 2025Q2: 12,557 shares; 2025Q3: 11,219 shares 11,219 $1.26M 0.01% -1,338 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: 20,235 shares; 2024Q4: 30,585 shares; 2025Q1: 14,505 shares; 2025Q2: 13,650 shares; 2025Q3: 13,979 shares 13,979 $1.26M 0.01% +329 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 3,430 shares; 2025Q1: 1,699 shares; 2025Q2: 1,587 shares; 2025Q3: 7,894 shares 7,894 $1.26M 0.01% +6,307 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: 10,706 shares; 2024Q4: 10,778 shares; 2025Q1: 6,405 shares; 2025Q2: 13,643 shares; 2025Q3: 18,681 shares 18,681 $1.26M 0.01% +5,038 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: 13,713 shares; 2024Q4: 24,779 shares; 2025Q1: 24,054 shares; 2025Q2: 26,053 shares; 2025Q3: 26,716 shares 26,716 $1.25M 0.01% +663 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: 10,385 shares; 2024Q4: 35,268 shares; 2025Q1: 37,856 shares; 2025Q2: 11,461 shares; 2025Q3: 53,633 shares 53,633 $1.24M 0.01% +42,172 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: 31,404 shares; 2024Q4: 25,593 shares; 2025Q1: 30,112 shares; 2025Q2: 15,291 shares; 2025Q3: 24,181 shares 24,181 $1.23M 0.01% +8,890 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 9,254 shares; 2025Q1: 9,254 shares; 2025Q2: 10,660 shares; 2025Q3: 18,823 shares 18,823 $1.22M 0.01% +8,163 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,030 shares; 2025Q3: 32,819 shares 32,819 $1.22M 0.01% -211 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,986 shares; 2025Q1: 1,807 shares; 2025Q2: 1,836 shares; 2025Q3: 2,437 shares 2,437 $1.22M 0.01% +601 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: 5,655 shares; 2024Q4: 5,381 shares; 2025Q1: 4,284 shares; 2025Q2: 3,201 shares; 2025Q3: 3,092 shares 3,092 $1.21M 0.01% -109 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,070 shares; 2024Q4: 124,667 shares; 2025Q1: 114,056 shares; 2025Q2: 159,835 shares; 2025Q3: 158,765 shares 158,765 $1.21M 0.01% -1,070 Timeline IQDG 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: 18,555 shares; 2024Q4: 15,293 shares; 2025Q1: 32,035 shares; 2025Q2: 29,068 shares; 2025Q3: 30,202 shares 30,202 $1.2M 0.01% +1,134 Timeline FXL 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: 8,716 shares; 2024Q4: 6,876 shares; 2025Q1: 6,681 shares; 2025Q2: 6,554 shares; 2025Q3: 7,137 shares 7,137 $1.2M 0.01% +583 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: 52,113 shares; 2024Q4: 49,634 shares; 2025Q1: 28,193 shares; 2025Q2: 23,460 shares; 2025Q3: 26,513 shares 26,513 $1.2M 0.01% +3,053 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,552 shares; 2025Q1: 14,455 shares; 2025Q2: 13,441 shares; 2025Q3: 11,955 shares 11,955 $1.2M 0.01% -1,486 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: 34,988 shares; 2024Q4: 32,449 shares; 2025Q1: 28,640 shares; 2025Q2: 28,338 shares; 2025Q3: 29,444 shares 29,444 $1.19M 0.01% +1,106 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 4,105 shares; 2025Q1: 4,173 shares; 2025Q2: 4,204 shares; 2025Q3: 4,798 shares 4,798 $1.18M 0.01% +594 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,495 shares; 2024Q4: 46,230 shares; 2025Q1: 49,651 shares; 2025Q2: 47,551 shares; 2025Q3: 47,747 shares 47,747 $1.18M 0.01% +196 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,855 shares; 2024Q4: 16,375 shares; 2025Q1: 16,100 shares; 2025Q2: 16,000 shares; 2025Q3: 13,925 shares 13,925 $1.18M 0.01% -2,075 Timeline DNL 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: 27,936 shares; 2024Q4: 52,721 shares; 2025Q1: 28,570 shares; 2025Q2: 28,232 shares; 2025Q3: 29,063 shares 29,063 $1.18M 0.01% +831 Timeline IJJ 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: 11,559 shares; 2024Q4: 10,334 shares; 2025Q1: 9,639 shares; 2025Q2: 8,944 shares; 2025Q3: 9,034 shares 9,034 $1.17M 0.01% +90 Timeline FTA 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: 36,024 shares; 2024Q4: 18,261 shares; 2025Q1: 14,448 shares; 2025Q2: 14,660 shares; 2025Q3: 14,034 shares 14,034 $1.17M 0.01% -626 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,833 shares; 2025Q1: 15,165 shares; 2025Q2: 14,757 shares; 2025Q3: 17,046 shares 17,046 $1.17M 0.01% +2,289 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,653 shares; 2024Q4: 32,459 shares; 2025Q1: 32,560 shares; 2025Q2: 32,578 shares; 2025Q3: 33,352 shares 33,352 $1.16M 0.01% +774 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,835 shares; 2024Q4: 8,303 shares; 2025Q1: 7,195 shares; 2025Q2: 10,507 shares; 2025Q3: 22,695 shares 22,695 $1.16M 0.01% +12,188 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 10,220 shares; 2025Q1: 10,145 shares; 2025Q2: 9,839 shares; 2025Q3: 9,936 shares 9,936 $1.16M 0.01% +97 Timeline RSPN 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: 6,249 shares; 2025Q1: 8,530 shares; 2025Q2: 18,458 shares; 2025Q3: 20,660 shares 20,660 $1.16M 0.01% +2,202 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: 1,228 shares; 2024Q4: 1,419 shares; 2025Q1: 1,774 shares; 2025Q2: 1,590 shares; 2025Q3: 2,349 shares 2,349 $1.15M 0.01% +759 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,943 shares 25,943 $1.15M 0.01% new Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,868 shares; 2025Q2: 39,747 shares; 2025Q3: 45,510 shares 45,510 $1.14M 0.01% +5,763 Timeline DAPR 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: 32,751 shares; 2024Q4: 31,651 shares; 2025Q1: 31,451 shares; 2025Q2: 31,451 shares; 2025Q3: 29,551 shares 29,551 $1.14M 0.01% -1,900 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: 14,475 shares; 2024Q4: 14,183 shares; 2025Q1: 13,254 shares; 2025Q2: 10,517 shares; 2025Q3: 14,659 shares 14,659 $1.14M 0.01% +4,142 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,711 shares; 2024Q4: 18,417 shares; 2025Q1: 15,706 shares; 2025Q2: 15,448 shares; 2025Q3: 16,303 shares 16,303 $1.14M 0.01% +855 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: 22,611 shares; 2024Q4: 22,584 shares; 2025Q1: 19,689 shares; 2025Q2: 17,516 shares; 2025Q3: 17,611 shares 17,611 $1.13M 0.01% +95 Timeline EMGF 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: 15,910 shares; 2024Q4: 16,347 shares; 2025Q1: 17,139 shares; 2025Q2: 17,909 shares; 2025Q3: 20,036 shares 20,036 $1.13M 0.01% +2,127 Timeline EQWL 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: 2,457 shares; 2025Q2: 10,310 shares; 2025Q3: 9,869 shares 9,869 $1.13M 0.01% -441 Timeline DFAI 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: 32,695 shares; 2024Q4: 31,012 shares; 2025Q1: 29,711 shares; 2025Q2: 32,443 shares; 2025Q3: 31,025 shares 31,025 $1.13M 0.01% -1,418 Timeline UCON 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: 47,416 shares; 2024Q4: 50,179 shares; 2025Q1: 47,732 shares; 2025Q2: 47,969 shares; 2025Q3: 44,714 shares 44,714 $1.13M 0.01% -3,255 Timeline NANR 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: 12,130 shares; 2024Q4: 15,003 shares; 2025Q1: 16,010 shares; 2025Q2: 16,639 shares; 2025Q3: 17,410 shares 17,410 $1.12M 0.01% +771 Timeline FIW 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: 13,419 shares; 2024Q4: 11,495 shares; 2025Q1: 9,402 shares; 2025Q2: 8,470 shares; 2025Q3: 9,955 shares 9,955 $1.12M 0.01% +1,485 Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,000 shares; 2024Q4: 270,000 shares; 2025Q1: 346,400 shares; 2025Q2: 350,000 shares; 2025Q3: 500,000 shares 500,000 $1.11M 0.01% +150,000 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,223 shares; 2024Q4: 48,101 shares; 2025Q1: 48,157 shares; 2025Q2: 38,232 shares; 2025Q3: 43,533 shares 43,533 $1.11M 0.01% +5,301 Timeline MLPA 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: 22,422 shares; 2024Q4: 25,320 shares; 2025Q1: 23,898 shares; 2025Q2: 22,854 shares; 2025Q3: 22,829 shares 22,829 $1.11M 0.01% -25 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,374 shares; 2024Q4: 36,967 shares; 2025Q1: 32,638 shares; 2025Q2: 36,259 shares; 2025Q3: 37,135 shares 37,135 $1.1M 0.01% +876 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,998 shares; 2024Q4: 98,276 shares; 2025Q1: 96,717 shares; 2025Q2: 102,400 shares; 2025Q3: 108,515 shares 108,515 $1.1M 0.01% +6,115 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,109 shares; 2025Q1: 24,107 shares; 2025Q2: 14,743 shares; 2025Q3: 51,868 shares 51,868 $1.1M 0.01% +37,125 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,400 shares; 2024Q4: 74,019 shares; 2025Q1: 67,228 shares; 2025Q2: 62,875 shares; 2025Q3: 58,491 shares 58,491 $1.09M 0.01% -4,384 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,760 shares; 2024Q4: 28,741 shares; 2025Q1: 28,712 shares; 2025Q2: 20,804 shares; 2025Q3: 20,839 shares 20,839 $1.09M 0.01% +35 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: 4,807 shares; 2024Q4: 4,821 shares; 2025Q1: 4,826 shares; 2025Q2: 5,349 shares; 2025Q3: 5,465 shares 5,465 $1.09M 0.01% +116 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: 59,958 shares; 2024Q4: 43,806 shares; 2025Q1: 27,024 shares; 2025Q2: 25,016 shares; 2025Q3: 27,508 shares 27,508 $1.09M 0.01% +2,492 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: 37,340 shares; 2024Q4: 50,773 shares; 2025Q1: 40,524 shares; 2025Q2: 43,934 shares; 2025Q3: 51,222 shares 51,222 $1.09M 0.01% +7,288 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: 7,380 shares; 2024Q4: 11,441 shares; 2025Q1: 11,276 shares; 2025Q2: 12,492 shares; 2025Q3: 13,617 shares 13,617 $1.09M 0.01% +1,125 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: 6,452 shares; 2024Q4: 6,516 shares; 2025Q1: 8,359 shares; 2025Q2: 11,116 shares; 2025Q3: 12,302 shares 12,302 $1.08M 0.01% +1,186 Timeline FTGS 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: 7,860 shares; 2025Q2: 14,367 shares; 2025Q3: 30,127 shares 30,127 $1.08M 0.01% +15,760 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,684 shares; 2024Q4: 22,179 shares; 2025Q1: 19,950 shares; 2025Q2: 19,298 shares; 2025Q3: 24,851 shares 24,851 $1.08M 0.01% +5,553 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: 6,503 shares; 2024Q4: 6,069 shares; 2025Q1: 7,588 shares; 2025Q2: 6,710 shares; 2025Q3: 6,854 shares 6,854 $1.08M 0.01% +144 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,518 shares; 2024Q4: 18,040 shares; 2025Q1: 17,401 shares; 2025Q2: 19,039 shares; 2025Q3: 19,279 shares 19,279 $1.07M 0.01% +240 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,221 shares; 2024Q4: 10,513 shares; 2025Q1: 7,827 shares; 2025Q2: 8,127 shares; 2025Q3: 8,519 shares 8,519 $1.07M 0.01% +392 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,840 shares; 2025Q3: 9,547 shares 9,547 $1.07M 0.01% +5,707 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,485 shares; 2024Q4: 104,292 shares; 2025Q1: 87,450 shares; 2025Q2: 84,596 shares; 2025Q3: 91,512 shares 91,512 $1.07M 0.01% +6,916 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,441 shares; 2025Q1: 2,161 shares; 2025Q2: not reported; 2025Q3: 8,507 shares 8,507 $1.06M 0.01% new Timeline HYMB 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: 282,740 shares; 2024Q4: 214,157 shares; 2025Q1: 36,646 shares; 2025Q2: 29,074 shares; 2025Q3: 42,653 shares 42,653 $1.06M 0.01% +13,579 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: not reported; 2024Q4: 111,961 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,954 shares 21,954 $1.05M 0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 10,144 shares; 2025Q1: 8,460 shares; 2025Q2: 8,882 shares; 2025Q3: 8,786 shares 8,786 $1.04M 0.01% -96 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: 14,189 shares; 2024Q4: 14,109 shares; 2025Q1: 15,306 shares; 2025Q2: 14,735 shares; 2025Q3: 17,504 shares 17,504 $1.04M 0.01% +2,769 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,693 shares; 2025Q3: 76,393 shares 76,393 $1.04M 0.01% +700 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: 11,473 shares; 2024Q4: 11,453 shares; 2025Q1: 10,506 shares; 2025Q2: 10,477 shares; 2025Q3: 10,399 shares 10,399 $1.03M 0.01% -78 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 30,341 shares; 2025Q1: 29,465 shares; 2025Q2: 8,083 shares; 2025Q3: 20,410 shares 20,410 $1.03M 0.01% +12,327 Timeline FNK 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: 23,506 shares; 2024Q4: 22,505 shares; 2025Q1: 20,999 shares; 2025Q2: 20,105 shares; 2025Q3: 18,686 shares 18,686 $1.03M 0.01% -1,419 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,670 shares; 2024Q4: 19,493 shares; 2025Q1: 16,117 shares; 2025Q2: 15,272 shares; 2025Q3: 9,904 shares 9,904 $1.03M 0.01% -5,368 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: 93,302 shares; 2024Q4: 95,558 shares; 2025Q1: 91,464 shares; 2025Q2: 89,701 shares; 2025Q3: 90,446 shares 90,446 $1.03M 0.01% +745 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: 7,366 shares; 2024Q4: 7,316 shares; 2025Q1: 7,002 shares; 2025Q2: 7,316 shares; 2025Q3: 7,279 shares 7,279 $1.03M 0.01% -37 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,523 shares; 2024Q4: 21,061 shares; 2025Q1: 22,845 shares; 2025Q2: 22,751 shares; 2025Q3: 22,952 shares 22,952 $1.03M 0.01% +201 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,254 shares; 2024Q4: 16,254 shares; 2025Q1: 24,717 shares; 2025Q2: 41,944 shares; 2025Q3: 52,928 shares 52,928 $1.03M 0.01% +10,984 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: 25,451 shares; 2024Q4: 26,671 shares; 2025Q1: 45,647 shares; 2025Q2: 40,872 shares; 2025Q3: 18,789 shares 18,789 $1.02M 0.01% -22,083 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: 21,351 shares; 2024Q4: 36,956 shares; 2025Q1: 37,054 shares; 2025Q2: 361,406 shares; 2025Q3: 35,367 shares 35,367 $1.02M 0.01% -326,039 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: 1,325 shares; 2024Q4: 1,394 shares; 2025Q1: 949 shares; 2025Q2: 928 shares; 2025Q3: 1,069 shares 1,069 $1.02M 0.01% +141 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,239 shares; 2024Q4: 44,283 shares; 2025Q1: 44,313 shares; 2025Q2: 34,352 shares; 2025Q3: 39,588 shares 39,588 $1.02M 0.01% +5,236 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,561 shares; 2024Q4: 19,685 shares; 2025Q1: 18,654 shares; 2025Q2: 16,616 shares; 2025Q3: 17,009 shares 17,009 $1.02M 0.01% +393 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,754 shares; 2024Q4: 54,634 shares; 2025Q1: 48,649 shares; 2025Q2: 9,740 shares; 2025Q3: 10,201 shares 10,201 $1.02M 0.01% +461 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 6,445 shares; 2025Q1: 6,097 shares; 2025Q2: 5,741 shares; 2025Q3: 12,503 shares 12,503 $1.01M 0.01% +6,762 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,781 shares; 2025Q3: 41,907 shares 41,907 $1M 0.01% +3,126 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,899 shares; 2025Q1: 3,886 shares; 2025Q2: 2,557 shares; 2025Q3: 2,812 shares 2,812 $1M 0.01% +255 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: 6,491 shares; 2024Q4: 13,575 shares; 2025Q1: 10,221 shares; 2025Q2: 9,690 shares; 2025Q3: 16,723 shares 16,723 $998K 0.01% +7,033 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: 2,083 shares; 2024Q4: 2,050 shares; 2025Q1: 7,135 shares; 2025Q2: 7,389 shares; 2025Q3: 9,633 shares 9,633 $996K 0.01% +2,244 Timeline IGV 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: 3,720 shares; 2024Q4: 5,298 shares; 2025Q1: 4,162 shares; 2025Q2: 27,328 shares; 2025Q3: 8,654 shares 8,654 $995K 0.01% -18,674 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,417 shares; 2025Q3: 13,836 shares 13,836 $994K 0.01% +7,419 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 9,520 shares; 2025Q1: 8,146 shares; 2025Q2: 8,505 shares; 2025Q3: 9,584 shares 9,584 $994K 0.01% +1,079 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,710 shares; 2024Q4: 9,644 shares; 2025Q1: 9,884 shares; 2025Q2: 10,130 shares; 2025Q3: 10,591 shares 10,591 $993K 0.01% +461 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: 6,202 shares; 2024Q4: 5,895 shares; 2025Q1: 4,173 shares; 2025Q2: 3,804 shares; 2025Q3: 4,206 shares 4,206 $993K 0.01% +402 Timeline RZV 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: 8,835 shares; 2024Q4: 8,378 shares; 2025Q1: 7,782 shares; 2025Q2: 7,908 shares; 2025Q3: 8,310 shares 8,310 $981K 0.01% +402 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,707 shares; 2025Q1: 2,836 shares; 2025Q2: 2,657 shares; 2025Q3: 6,054 shares 6,054 $980K 0.01% +3,397 Timeline FLRN 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: 39,553 shares; 2024Q4: 32,770 shares; 2025Q1: 32,266 shares; 2025Q2: 32,178 shares; 2025Q3: 31,743 shares 31,743 $980K 0.01% -435 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: 2,633 shares; 2024Q4: 3,367 shares; 2025Q1: 3,873 shares; 2025Q2: 3,850 shares; 2025Q3: 6,477 shares 6,477 $977K 0.01% +2,627 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,305 shares; 2024Q4: 21,648 shares; 2025Q1: 18,162 shares; 2025Q2: 8,398 shares; 2025Q3: 12,023 shares 12,023 $976K 0.01% +3,625 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,277 shares; 2025Q1: 56,827 shares; 2025Q2: 58,277 shares; 2025Q3: 60,362 shares 60,362 $974K 0.01% +2,085 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: 18,206 shares; 2024Q4: 18,758 shares; 2025Q1: 19,206 shares; 2025Q2: 17,790 shares; 2025Q3: 18,566 shares 18,566 $968K 0.01% +776 Timeline SILJ 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: 29,806 shares; 2024Q4: 29,828 shares; 2025Q1: 29,878 shares; 2025Q2: 25,178 shares; 2025Q3: 41,778 shares 41,778 $965K 0.01% +16,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,728 shares 3,728 $963K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,574 shares; 2025Q1: 2,346 shares; 2025Q2: 2,214 shares; 2025Q3: 7,210 shares 7,210 $962K 0.01% +4,996 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: 5,778 shares; 2024Q4: 13,824 shares; 2025Q1: 7,626 shares; 2025Q2: 16,380 shares; 2025Q3: 5,374 shares 5,374 $957K 0.01% -11,006 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,193 shares 50,193 $955K 0.01% new Timeline 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: 31,155 shares; 2024Q4: 30,315 shares; 2025Q1: 23,009 shares; 2025Q2: 22,911 shares; 2025Q3: 21,659 shares 21,659 $953K 0.01% -1,252 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: 48,888 shares; 2024Q4: 48,291 shares; 2025Q1: 54,398 shares; 2025Q2: 42,457 shares; 2025Q3: 40,586 shares 40,586 $931K 0.01% -1,871 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: 15,468 shares; 2024Q4: 16,010 shares; 2025Q1: 17,427 shares; 2025Q2: 14,449 shares; 2025Q3: 9,617 shares 9,617 $928K 0.01% -4,832 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,868 shares; 2024Q4: 40,620 shares; 2025Q1: 24,312 shares; 2025Q2: 23,132 shares; 2025Q3: 26,115 shares 26,115 $927K 0.01% +2,983 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,270 shares; 2025Q1: 3,083 shares; 2025Q2: 2,654 shares; 2025Q3: 3,207 shares 3,207 $927K 0.01% +553 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,409 shares; 2024Q4: 3,577 shares; 2025Q1: 2,837 shares; 2025Q2: 2,019 shares; 2025Q3: 2,865 shares 2,865 $926K 0.01% +846 Timeline CDC 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: 13,939 shares; 2024Q4: 13,681 shares; 2025Q1: 11,959 shares; 2025Q2: 11,364 shares; 2025Q3: 13,870 shares 13,870 $926K 0.01% +2,506 Timeline HMOP 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: not reported; 2024Q4: not reported; 2025Q1: 24,183 shares; 2025Q2: 25,707 shares; 2025Q3: 23,719 shares 23,719 $924K 0.01% -1,988 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: 3,701 shares; 2024Q4: 3,441 shares; 2025Q1: 2,982 shares; 2025Q2: 2,998 shares; 2025Q3: 2,997 shares 2,997 $922K 0.01% -1 Timeline DIVB 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: 7,525 shares; 2024Q4: 8,425 shares; 2025Q1: 7,037 shares; 2025Q2: 15,791 shares; 2025Q3: 17,594 shares 17,594 $919K 0.01% +1,803 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: 31,149 shares; 2024Q4: 32,620 shares; 2025Q1: 28,193 shares; 2025Q2: 7,164 shares; 2025Q3: 20,343 shares 20,343 $915K 0.01% +13,179 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: 10,698 shares; 2024Q4: 10,701 shares; 2025Q1: 11,503 shares; 2025Q2: 13,441 shares; 2025Q3: 13,506 shares 13,506 $913K 0.01% +65 Timeline 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: 8,813 shares; 2024Q4: 8,674 shares; 2025Q1: 8,234 shares; 2025Q2: 8,220 shares; 2025Q3: 8,204 shares 8,204 $907K 0.01% -16 Timeline ACWV 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: 2,572 shares; 2024Q4: 10,090 shares; 2025Q1: 10,891 shares; 2025Q2: 3,249 shares; 2025Q3: 7,562 shares 7,562 $907K 0.01% +4,313 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 6,311 shares; 2025Q1: 7,256 shares; 2025Q2: 8,929 shares; 2025Q3: 8,333 shares 8,333 $906K 0.01% -596 Timeline SUSL 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: 7,757 shares; 2024Q4: 9,121 shares; 2025Q1: 7,958 shares; 2025Q2: 7,687 shares; 2025Q3: 7,718 shares 7,718 $903K 0.01% +31 Timeline BSCS 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: 66,028 shares; 2024Q4: 61,898 shares; 2025Q1: 56,803 shares; 2025Q2: 52,890 shares; 2025Q3: 43,896 shares 43,896 $903K 0.01% -8,994 Timeline SRET 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: 44,394 shares; 2024Q4: 43,494 shares; 2025Q1: 44,246 shares; 2025Q2: 44,233 shares; 2025Q3: 41,508 shares 41,508 $898K 0.01% -2,725 Timeline OILK 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: not reported; 2024Q4: not reported; 2025Q1: 26,910 shares; 2025Q2: 26,910 shares; 2025Q3: 22,360 shares 22,360 $897K 0.01% -4,550 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,092 shares; 2025Q1: 1,538 shares; 2025Q2: 4,161 shares; 2025Q3: 4,021 shares 4,021 $894K 0.01% -140 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 407 shares; 2025Q1: 374 shares; 2025Q2: 358 shares; 2025Q3: 380 shares 380 $888K 0.01% +22 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: not reported; 2025Q2: 52,281 shares; 2025Q3: 62,451 shares 62,451 $886K 0.01% +10,170 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: 11,073 shares; 2024Q4: 6,773 shares; 2025Q1: not reported; 2025Q2: 3,285 shares; 2025Q3: 8,912 shares 8,912 $883K 0.01% +5,627 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: not reported; 2024Q4: 910 shares; 2025Q1: 781 shares; 2025Q2: 1,028 shares; 2025Q3: 2,819 shares 2,819 $881K 0.01% +1,791 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: not reported; 2024Q4: not reported; 2025Q1: 2,086 shares; 2025Q2: 2,440 shares; 2025Q3: 5,359 shares 5,359 $876K 0.01% +2,919 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 13,175 shares; 2025Q1: 11,280 shares; 2025Q2: 10,812 shares; 2025Q3: 10,613 shares 10,613 $874K 0.01% -199 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,283 shares; 2025Q1: 5,138 shares; 2025Q2: 9,618 shares; 2025Q3: 9,751 shares 9,751 $873K 0.01% +133 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,266 shares; 2025Q2: 13,384 shares; 2025Q3: 18,811 shares 18,811 $872K 0.01% +5,427 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: 8,340 shares; 2024Q4: 7,453 shares; 2025Q1: 6,760 shares; 2025Q2: 6,143 shares; 2025Q3: 7,948 shares 7,948 $872K 0.01% +1,805 Timeline QEFA 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: 9,477 shares; 2024Q4: 10,185 shares; 2025Q1: 9,829 shares; 2025Q2: 10,060 shares; 2025Q3: 9,899 shares 9,899 $870K 0.01% -161 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,205 shares; 2024Q4: 34,233 shares; 2025Q1: 34,255 shares; 2025Q2: 28,281 shares; 2025Q3: 33,883 shares 33,883 $869K 0.01% +5,602 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,092 shares 11,092 $868K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: not reported; 2025Q1: 4,348 shares; 2025Q2: 5,749 shares; 2025Q3: 8,652 shares 8,652 $866K 0.01% +2,903 Timeline CHIQ 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: 43,183 shares; 2024Q4: 40,896 shares; 2025Q1: 40,402 shares; 2025Q2: 40,402 shares; 2025Q3: 35,755 shares 35,755 $865K 0.01% -4,647 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,118 shares; 2024Q4: 16,007 shares; 2025Q1: 14,503 shares; 2025Q2: 12,781 shares; 2025Q3: 19,991 shares 19,991 $863K 0.01% +7,210 Timeline DAPP 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: 81,213 shares; 2024Q4: 77,505 shares; 2025Q1: not reported; 2025Q2: 41,641 shares; 2025Q3: 39,458 shares 39,458 $858K 0.01% -2,183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,918 shares; 2025Q3: 4,248 shares 4,248 $857K 0.01% +330 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,792 shares; 2024Q4: 10,662 shares; 2025Q1: 10,027 shares; 2025Q2: 9,981 shares; 2025Q3: 10,262 shares 10,262 $856K 0.01% +281 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,665 shares; 2025Q1: 11,613 shares; 2025Q2: 9,038 shares; 2025Q3: 11,981 shares 11,981 $851K 0.01% +2,943 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,368 shares; 2024Q4: 77,567 shares; 2025Q1: 75,129 shares; 2025Q2: 75,103 shares; 2025Q3: 74,642 shares 74,642 $846K 0.01% -461 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: 9,281 shares; 2024Q4: 8,565 shares; 2025Q1: 7,841 shares; 2025Q2: 6,069 shares; 2025Q3: 5,051 shares 5,051 $846K 0.01% -1,018 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,721 shares; 2024Q4: 15,104 shares; 2025Q1: 3,578 shares; 2025Q2: 4,982 shares; 2025Q3: 5,046 shares 5,046 $845K 0.01% +64 Timeline HYLS 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: 121,910 shares; 2024Q4: 116,424 shares; 2025Q1: 106,408 shares; 2025Q2: 105,651 shares; 2025Q3: 20,078 shares 20,078 $844K 0.01% -85,573 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: 5,890 shares; 2024Q4: 6,851 shares; 2025Q1: 5,403 shares; 2025Q2: 5,314 shares; 2025Q3: 5,332 shares 5,332 $840K 0.01% +18 Timeline FNY 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: 6,974 shares; 2024Q4: 6,046 shares; 2025Q1: 6,029 shares; 2025Q2: 8,989 shares; 2025Q3: 9,081 shares 9,081 $832K 0.01% +92 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: 9,822 shares; 2024Q4: 9,573 shares; 2025Q1: 8,893 shares; 2025Q2: 8,651 shares; 2025Q3: 8,415 shares 8,415 $829K 0.01% -236 Timeline SCHH 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: 9,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,373 shares 38,373 $828K 0.01% new Timeline SH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,794 shares; 2025Q3: 22,294 shares 22,294 $824K 0.01% -500 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: 1,598 shares; 2024Q4: 1,587 shares; 2025Q1: 1,556 shares; 2025Q2: 2,239 shares; 2025Q3: 3,124 shares 3,124 $821K 0.01% +885 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,347 shares 23,347 $821K 0.01% new Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 6,639 shares; 2025Q1: 6,641 shares; 2025Q2: 6,182 shares; 2025Q3: 6,183 shares 6,183 $819K 0.01% +1 Timeline VAW 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: 4,736 shares; 2024Q4: 6,581 shares; 2025Q1: 6,274 shares; 2025Q2: 4,179 shares; 2025Q3: 3,996 shares 3,996 $819K 0.01% -183 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; 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: 8,947 shares 8,947 $817K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 6,930 shares; 2025Q1: 6,884 shares; 2025Q2: 6,188 shares; 2025Q3: 6,130 shares 6,130 $817K 0.01% -58 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,719 shares; 2025Q3: 5,471 shares 5,471 $815K 0.01% -248 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,730 shares; 2024Q4: 90,021 shares; 2025Q1: 83,666 shares; 2025Q2: 73,834 shares; 2025Q3: 70,146 shares 70,146 $814K 0.01% -3,688 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: not reported; 2024Q4: 1,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,793 shares 3,793 $811K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; 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: 4,576 shares; 2025Q3: 12,295 shares 12,295 $811K 0.01% +7,719 Timeline FSMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,337 shares; 2025Q3: 40,285 shares 40,285 $809K 0.01% +948 Timeline DGT 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: 13,479 shares; 2024Q4: 12,569 shares; 2025Q1: 11,129 shares; 2025Q2: 10,798 shares; 2025Q3: 4,998 shares 4,998 $809K 0.01% -5,800 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: 11,484 shares; 2024Q4: 10,309 shares; 2025Q1: 9,817 shares; 2025Q2: 9,494 shares; 2025Q3: 8,050 shares 8,050 $807K 0.01% -1,444 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,016 shares; 2024Q4: 36,511 shares; 2025Q1: 27,415 shares; 2025Q2: 23,298 shares; 2025Q3: 22,989 shares 22,989 $806K 0.01% -309 Timeline PTF 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: 11,276 shares; 2024Q4: 11,276 shares; 2025Q1: 10,591 shares; 2025Q2: 10,741 shares; 2025Q3: 10,741 shares 10,741 $804K 0.01% 0 Timeline TRPA 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: not reported; 2024Q4: not reported; 2025Q1: 8,476 shares; 2025Q2: 8,596 shares; 2025Q3: 20,642 shares 20,642 $803K 0.01% +12,046 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 4,721 shares; 2025Q1: 4,090 shares; 2025Q2: 5,103 shares; 2025Q3: 5,008 shares 5,008 $800K 0.01% -95 Timeline CGW 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: 13,150 shares; 2024Q4: 12,689 shares; 2025Q1: 12,611 shares; 2025Q2: 12,705 shares; 2025Q3: 12,439 shares 12,439 $799K 0.01% -266 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,403 shares; 2024Q4: 31,386 shares; 2025Q1: 31,251 shares; 2025Q2: 25,322 shares; 2025Q3: 21,440 shares 21,440 $799K 0.01% -3,882 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,470 shares; 2025Q1: 27,515 shares; 2025Q2: not reported; 2025Q3: 17,586 shares 17,586 $798K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 2,264 shares; 2025Q1: 1,976 shares; 2025Q2: 1,934 shares; 2025Q3: 1,872 shares 1,872 $798K 0.01% -62 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,487 shares; 2025Q3: 13,367 shares 13,367 $797K 0.01% -1,120 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: 9,874 shares; 2024Q4: 8,102 shares; 2025Q1: 6,935 shares; 2025Q2: 6,391 shares; 2025Q3: 5,515 shares 5,515 $796K 0.01% -876 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,364 shares; 2024Q4: 57,348 shares; 2025Q1: 50,291 shares; 2025Q2: 46,202 shares; 2025Q3: 48,970 shares 48,970 $794K 0.01% +2,768 Timeline ESML 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: 62,304 shares; 2024Q4: 57,721 shares; 2025Q1: 29,737 shares; 2025Q2: 19,326 shares; 2025Q3: 17,450 shares 17,450 $787K 0.01% -1,876 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: 15,395 shares; 2024Q4: 15,016 shares; 2025Q1: 17,900 shares; 2025Q2: 17,507 shares; 2025Q3: 17,316 shares 17,316 $787K 0.01% -191 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,216 shares; 2025Q1: 32,044 shares; 2025Q2: not reported; 2025Q3: 20,210 shares 20,210 $786K 0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,318 shares 9,318 $786K 0.01% new 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: 18,194 shares; 2024Q4: 18,505 shares; 2025Q1: 18,091 shares; 2025Q2: 17,827 shares; 2025Q3: 17,463 shares 17,463 $786K 0.01% -364 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 9,443 shares; 2025Q1: 9,268 shares; 2025Q2: 8,554 shares; 2025Q3: 7,201 shares 7,201 $783K 0.01% -1,353 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 134,536 shares 134,536 $782K 0.01% new 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: 14,311 shares; 2024Q4: 13,476 shares; 2025Q1: 10,551 shares; 2025Q2: 10,182 shares; 2025Q3: 10,148 shares 10,148 $779K 0.01% -34 Timeline FLRT 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: 6,208 shares; 2024Q4: 6,155 shares; 2025Q1: 12,317 shares; 2025Q2: 16,166 shares; 2025Q3: 16,425 shares 16,425 $778K 0.01% +259 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,948 shares; 2025Q1: 1,818 shares; 2025Q2: 1,848 shares; 2025Q3: 2,252 shares 2,252 $777K 0.01% +404 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,404 shares; 2024Q4: 13,449 shares; 2025Q1: 14,129 shares; 2025Q2: 20,271 shares; 2025Q3: 19,084 shares 19,084 $777K 0.01% -1,187 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 12,515 shares; 2025Q1: 12,903 shares; 2025Q2: 12,333 shares; 2025Q3: 11,695 shares 11,695 $772K 0.01% -638 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: 4,135 shares; 2024Q4: 4,180 shares; 2025Q1: 2,427 shares; 2025Q2: 2,333 shares; 2025Q3: 4,882 shares 4,882 $772K 0.01% +2,549 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 4,615 shares; 2025Q1: 5,037 shares; 2025Q2: 8,732 shares; 2025Q3: 8,617 shares 8,617 $770K 0.01% -115 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,138 shares; 2025Q3: 15,208 shares 15,208 $769K 0.01% +70 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: 4,385 shares; 2024Q4: 4,324 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,119 shares 14,119 $768K 0.01% new 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: 43,270 shares; 2024Q4: 14,441 shares; 2025Q1: 11,199 shares; 2025Q2: 13,239 shares; 2025Q3: 17,340 shares 17,340 $766K 0.01% +4,101 Timeline DWMF 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: 10,589 shares; 2024Q4: 20,761 shares; 2025Q1: 24,997 shares; 2025Q2: 24,491 shares; 2025Q3: 23,997 shares 23,997 $765K 0.01% -494 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,000 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares 15,300 $760K 0.01% 0 Timeline JSMD 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: 3,991 shares; 2024Q4: 3,347 shares; 2025Q1: 5,427 shares; 2025Q2: 7,801 shares; 2025Q3: 9,076 shares 9,076 $759K 0.01% +1,275 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: 2,722 shares; 2024Q4: 3,278 shares; 2025Q1: 2,848 shares; 2025Q2: 2,718 shares; 2025Q3: 2,837 shares 2,837 $758K 0.01% +119 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: 2,444 shares; 2024Q4: 2,191 shares; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,359 shares 2,359 $753K 0.01% -116 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,973 shares; 2024Q4: 14,283 shares; 2025Q1: 11,255 shares; 2025Q2: 10,844 shares; 2025Q3: 10,191 shares 10,191 $753K 0.01% -653 Timeline BILZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,428 shares 7,428 $752K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,140 shares 14,140 $751K 0.01% new Timeline DMXF 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: 8,279 shares; 2024Q4: 12,453 shares; 2025Q1: 10,269 shares; 2025Q2: 9,797 shares; 2025Q3: 9,895 shares 9,895 $749K 0.01% +98 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,558 shares; 2024Q4: 56,156 shares; 2025Q1: 33,497 shares; 2025Q2: 6,159 shares; 2025Q3: 5,267 shares 5,267 $749K 0.01% -892 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,733 shares; 2024Q4: 23,251 shares; 2025Q1: 23,421 shares; 2025Q2: 19,124 shares; 2025Q3: 27,017 shares 27,017 $742K 0.01% +7,893 Timeline GEF-B GREIF INC More: the full row for GREIF 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: 12,009 shares 12,009 $740K 0.01% new 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: not reported; 2024Q4: 16,781 shares; 2025Q1: 17,949 shares; 2025Q2: 17,962 shares; 2025Q3: 24,895 shares 24,895 $738K 0.01% +6,933 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,807 shares; 2025Q2: 15,851 shares; 2025Q3: 19,629 shares 19,629 $736K 0.01% +3,778 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: 7,417 shares; 2024Q4: 6,271 shares; 2025Q1: 6,076 shares; 2025Q2: 6,347 shares; 2025Q3: 8,042 shares 8,042 $735K 0.01% +1,695 Timeline BLOK 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: 11,202 shares; 2024Q4: 11,290 shares; 2025Q1: 10,550 shares; 2025Q2: 10,396 shares; 2025Q3: 10,930 shares 10,930 $733K 0.01% +534 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,213 shares; 2024Q4: 16,288 shares; 2025Q1: 12,509 shares; 2025Q2: 14,773 shares; 2025Q3: 14,500 shares 14,500 $728K 0.01% -273 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: 9,439 shares; 2024Q4: 9,271 shares; 2025Q1: 9,582 shares; 2025Q2: 9,316 shares; 2025Q3: 9,346 shares 9,346 $728K 0.01% +30 Timeline ILCV 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: 2,835 shares; 2025Q1: 2,783 shares; 2025Q2: 7,910 shares; 2025Q3: 8,063 shares 8,063 $726K 0.01% +153 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,078 shares; 2025Q2: 16,829 shares; 2025Q3: 20,058 shares 20,058 $725K 0.01% +3,229 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: not reported; 2025Q2: 11,791 shares; 2025Q3: 25,193 shares 25,193 $722K 0.01% +13,402 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,509 shares; 2024Q4: 39,959 shares; 2025Q1: 40,941 shares; 2025Q2: 17,606 shares; 2025Q3: 32,585 shares 32,585 $722K 0.01% +14,979 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,460 shares; 2024Q4: 13,562 shares; 2025Q1: 13,562 shares; 2025Q2: 11,464 shares; 2025Q3: 11,629 shares 11,629 $721K 0.01% +165 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,596 shares 11,596 $720K 0.01% new Timeline 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: 9,984 shares; 2024Q4: 14,972 shares; 2025Q1: 9,529 shares; 2025Q2: 10,323 shares; 2025Q3: 10,484 shares 10,484 $719K 0.01% +161 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,133 shares; 2024Q4: 17,067 shares; 2025Q1: 17,072 shares; 2025Q2: 16,869 shares; 2025Q3: 22,857 shares 22,857 $717K 0.01% +5,988 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,209 shares; 2024Q4: 86,646 shares; 2025Q1: 52,719 shares; 2025Q2: 66,563 shares; 2025Q3: 63,566 shares 63,566 $713K 0.01% -2,997 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,598 shares; 2024Q4: 48,207 shares; 2025Q1: 39,980 shares; 2025Q2: 41,511 shares; 2025Q3: 49,257 shares 49,257 $712K 0.01% +7,746 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,066 shares; 2024Q4: 35,698 shares; 2025Q1: 31,631 shares; 2025Q2: 31,421 shares; 2025Q3: 27,436 shares 27,436 $711K 0.01% -3,985 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,737 shares; 2024Q4: 40,360 shares; 2025Q1: 39,005 shares; 2025Q2: 38,542 shares; 2025Q3: 14,704 shares 14,704 $710K 0.01% -23,838 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: 7,673 shares; 2024Q4: 7,344 shares; 2025Q1: 6,864 shares; 2025Q2: 6,550 shares; 2025Q3: 6,827 shares 6,827 $707K 0.01% +277 Timeline IBTJ 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: 37,821 shares; 2024Q4: 37,942 shares; 2025Q1: 32,999 shares; 2025Q2: 31,992 shares; 2025Q3: 32,025 shares 32,025 $703K 0.01% +33 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: 2,642 shares; 2024Q4: 2,247 shares; 2025Q1: 2,083 shares; 2025Q2: 2,120 shares; 2025Q3: 2,096 shares 2,096 $697K 0.01% -24 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,505 shares; 2025Q3: 5,834 shares 5,834 $695K 0.01% +1,329 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: 12,885 shares; 2024Q4: 12,090 shares; 2025Q1: not reported; 2025Q2: 23,223 shares; 2025Q3: 26,630 shares 26,630 $692K 0.01% +3,407 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,307 shares; 2024Q4: 156,011 shares; 2025Q1: 96,620 shares; 2025Q2: 110,735 shares; 2025Q3: 113,218 shares 113,218 $689K 0.01% +2,483 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,743 shares 22,743 $687K 0.01% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,632 shares; 2024Q4: 68,756 shares; 2025Q1: 51,443 shares; 2025Q2: not reported; 2025Q3: 28,650 shares 28,650 $686K 0.01% new Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 16,580 shares; 2025Q1: 25,120 shares; 2025Q2: 25,780 shares; 2025Q3: 26,945 shares 26,945 $683K 0.01% +1,165 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,389 shares; 2025Q1: 1,033 shares; 2025Q2: 1,051 shares; 2025Q3: 1,069 shares 1,069 $683K 0.01% +18 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 129 shares; 2025Q1: 120 shares; 2025Q2: 130 shares; 2025Q3: 158 shares 158 $678K 0.01% +28 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,804 shares; 2025Q1: 2,514 shares; 2025Q2: 2,332 shares; 2025Q3: 2,427 shares 2,427 $678K 0.01% +95 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: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,578 shares; 2025Q2: 1,577 shares; 2025Q3: 1,573 shares 1,573 $677K 0.01% -4 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,258 shares 21,258 $675K 0.01% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,736 shares; 2024Q4: 12,121 shares; 2025Q1: 10,392 shares; 2025Q2: 11,966 shares; 2025Q3: 12,684 shares 12,684 $670K 0.01% +718 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,551 shares; 2024Q4: 16,749 shares; 2025Q1: 16,749 shares; 2025Q2: 16,749 shares; 2025Q3: 16,749 shares 16,749 $670K 0.01% 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: 3,315 shares; 2024Q4: 4,263 shares; 2025Q1: 4,821 shares; 2025Q2: 3,987 shares; 2025Q3: 4,851 shares 4,851 $668K 0.01% +864 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: 1,718 shares; 2025Q2: 1,362 shares; 2025Q3: 1,762 shares 1,762 $665K 0.01% +400 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,057 shares; 2025Q3: 13,660 shares 13,660 $663K 0.01% +5,603 Timeline DJUN 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: 15,583 shares; 2024Q4: 15,483 shares; 2025Q1: 15,483 shares; 2025Q2: 16,406 shares; 2025Q3: 14,256 shares 14,256 $663K 0.01% -2,150 Timeline TIPX 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: 557,930 shares; 2025Q1: 758,455 shares; 2025Q2: 132,833 shares; 2025Q3: 34,351 shares 34,351 $663K 0.01% -98,482 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 9,106 shares 9,106 $662K 0.01% +6,276 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 4,614 shares; 2025Q1: 4,278 shares; 2025Q2: 4,284 shares; 2025Q3: 4,579 shares 4,579 $658K 0.01% +295 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: 23,262 shares; 2024Q4: 23,753 shares; 2025Q1: 25,342 shares; 2025Q2: 31,330 shares; 2025Q3: 24,222 shares 24,222 $656K 0.01% -7,108 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,892 shares; 2025Q1: 3,765 shares; 2025Q2: 3,604 shares; 2025Q3: 4,599 shares 4,599 $655K 0.01% +995 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 23,131 shares; 2025Q1: 24,351 shares; 2025Q2: 24,922 shares; 2025Q3: 25,306 shares 25,306 $651K 0.01% +384 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: 22,680 shares; 2024Q4: 18,050 shares; 2025Q1: 16,428 shares; 2025Q2: 18,362 shares; 2025Q3: 18,912 shares 18,912 $650K 0.01% +550 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 4,750 shares; 2025Q1: 3,488 shares; 2025Q2: 3,527 shares; 2025Q3: 6,803 shares 6,803 $649K 0.01% +3,276 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,649 shares; 2025Q1: 15,469 shares; 2025Q2: 17,304 shares; 2025Q3: 13,466 shares 13,466 $646K 0.01% -3,838 Timeline XJH 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: 11,776 shares; 2024Q4: 15,343 shares; 2025Q1: 15,269 shares; 2025Q2: 14,515 shares; 2025Q3: 14,673 shares 14,673 $643K 0.01% +158 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 687 shares; 2025Q1: 677 shares; 2025Q2: 5,471 shares; 2025Q3: 5,486 shares 5,486 $643K 0.01% +15 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: 7,812 shares; 2024Q4: 7,155 shares; 2025Q1: 6,163 shares; 2025Q2: 5,894 shares; 2025Q3: 5,203 shares 5,203 $642K 0.01% -691 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: 5,388 shares; 2024Q4: 5,985 shares; 2025Q1: 4,452 shares; 2025Q2: 4,154 shares; 2025Q3: 4,885 shares 4,885 $641K 0.01% +731 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 9,630 shares; 2025Q1: 5,917 shares; 2025Q2: 5,652 shares; 2025Q3: 4,718 shares 4,718 $640K 0.01% -934 Timeline MILN 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: 19,098 shares; 2024Q4: 17,806 shares; 2025Q1: 13,475 shares; 2025Q2: 12,954 shares; 2025Q3: 12,885 shares 12,885 $637K 0.01% -69 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,087 shares; 2024Q4: 66,591 shares; 2025Q1: 7,866 shares; 2025Q2: 5,456 shares; 2025Q3: 6,469 shares 6,469 $634K 0.01% +1,013 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: 5,670 shares; 2024Q4: 5,057 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,422 shares 13,422 $634K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 12,783 shares; 2025Q1: 9,617 shares; 2025Q2: 9,718 shares; 2025Q3: 9,916 shares 9,916 $631K 0.01% +198 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: 14,623 shares; 2024Q4: 14,462 shares; 2025Q1: 14,469 shares; 2025Q2: 15,233 shares; 2025Q3: 14,083 shares 14,083 $621K 0.01% -1,150 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: 2,108 shares; 2024Q4: 2,744 shares; 2025Q1: 2,022 shares; 2025Q2: 1,696 shares; 2025Q3: 2,298 shares 2,298 $621K 0.01% +602 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 3,510 shares; 2025Q1: 2,522 shares; 2025Q2: 2,504 shares; 2025Q3: 6,409 shares 6,409 $618K 0.01% +3,905 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,564 shares; 2025Q1: 4,135 shares; 2025Q2: 3,942 shares; 2025Q3: 4,801 shares 4,801 $616K 0.01% +859 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: 11,751 shares; 2024Q4: 13,355 shares; 2025Q1: 4,872 shares; 2025Q2: 6,022 shares; 2025Q3: 5,565 shares 5,565 $615K 0.01% -457 Timeline MINO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,750 shares; 2025Q3: 13,550 shares 13,550 $614K 0.01% +800 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,529 shares; 2025Q1: 2,626 shares; 2025Q2: 2,639 shares; 2025Q3: 2,884 shares 2,884 $614K 0.01% +245 Timeline MIND MIND TECHNOLOGY INC More: the full row for MIND TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,020 shares; 2024Q4: 90,020 shares; 2025Q1: 87,680 shares; 2025Q2: 83,680 shares; 2025Q3: 75,880 shares 75,880 $614K 0.01% -7,800 Timeline ROBT 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: 5,995 shares; 2024Q4: 5,660 shares; 2025Q1: 7,708 shares; 2025Q2: 8,085 shares; 2025Q3: 11,585 shares 11,585 $613K 0.01% +3,500 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: 6,905 shares; 2024Q4: 6,999 shares; 2025Q1: 7,023 shares; 2025Q2: 6,684 shares; 2025Q3: 6,263 shares 6,263 $613K 0.01% -421 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: 8,096 shares; 2024Q4: 7,392 shares; 2025Q1: 7,243 shares; 2025Q2: 4,415 shares; 2025Q3: 4,276 shares 4,276 $610K 0.01% -139 Timeline FGD 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: 13,941 shares; 2024Q4: 14,129 shares; 2025Q1: 14,725 shares; 2025Q2: 15,986 shares; 2025Q3: 21,171 shares 21,171 $609K 0.01% +5,185 Timeline PFFV 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: 19,351 shares; 2024Q4: 26,000 shares; 2025Q1: 25,923 shares; 2025Q2: 25,857 shares; 2025Q3: 26,316 shares 26,316 $608K 0.01% +459 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,943 shares; 2024Q4: 7,822 shares; 2025Q1: 6,468 shares; 2025Q2: 5,533 shares; 2025Q3: 6,343 shares 6,343 $604K 0.01% +810 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: not reported; 2024Q4: 3,027 shares; 2025Q1: 2,996 shares; 2025Q2: 3,218 shares; 2025Q3: 5,027 shares 5,027 $603K 0.01% +1,809 Timeline PSQ 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: 60,844 shares; 2024Q4: 7,081 shares; 2025Q1: 18,794 shares; 2025Q2: 24,759 shares; 2025Q3: 19,386 shares 19,386 $602K 0.01% -5,373 Timeline FPEI 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: 56,165 shares; 2024Q4: 56,821 shares; 2025Q1: 58,927 shares; 2025Q2: 55,940 shares; 2025Q3: 31,052 shares 31,052 $601K 0.01% -24,888 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: 7,812 shares; 2024Q4: 13,792 shares; 2025Q1: 14,074 shares; 2025Q2: 13,088 shares; 2025Q3: 12,942 shares 12,942 $601K 0.01% -146 Timeline HARD 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: 20,050 shares; 2025Q3: 19,670 shares 19,670 $594K 0.01% -380 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 534 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,199 shares 1,199 $592K 0.01% new Timeline XLB 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: 7,487 shares; 2024Q4: 7,013 shares; 2025Q1: 6,443 shares; 2025Q2: 6,135 shares; 2025Q3: 6,598 shares 6,598 $591K 0.01% +463 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,860 shares; 2025Q1: 23,252 shares; 2025Q2: 23,252 shares; 2025Q3: 22,472 shares 22,472 $591K 0.01% -780 Timeline EBND 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: 43,770 shares; 2025Q1: 45,028 shares; 2025Q2: 30,504 shares; 2025Q3: 27,598 shares 27,598 $589K 0.01% -2,906 Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,905 shares; 2024Q4: 14,236 shares; 2025Q1: 13,506 shares; 2025Q2: 13,429 shares; 2025Q3: 13,780 shares 13,780 $589K 0.01% +351 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,144 shares; 2024Q4: 48,250 shares; 2025Q1: 41,140 shares; 2025Q2: 42,331 shares; 2025Q3: 39,299 shares 39,299 $589K 0.01% -3,032 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,661 shares; 2024Q4: 50,942 shares; 2025Q1: 49,659 shares; 2025Q2: 47,853 shares; 2025Q3: 47,885 shares 47,885 $589K 0.01% +32 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,370 shares; 2025Q1: 2,381 shares; 2025Q2: 2,705 shares; 2025Q3: 3,554 shares 3,554 $588K 0.01% +849 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: 12,100 shares; 2024Q4: 9,746 shares; 2025Q1: 6,155 shares; 2025Q2: 6,367 shares; 2025Q3: 5,278 shares 5,278 $587K 0.01% -1,089 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: 5,894 shares; 2024Q4: 5,257 shares; 2025Q1: 4,514 shares; 2025Q2: 15,793 shares; 2025Q3: 4,544 shares 4,544 $586K 0.01% -11,249 Timeline IBHG 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: 24,317 shares; 2025Q2: 24,690 shares; 2025Q3: 25,980 shares 25,980 $584K 0.01% +1,290 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 2,814 shares; 2025Q1: 2,694 shares; 2025Q2: 2,678 shares; 2025Q3: 2,674 shares 2,674 $583K 0.01% -4 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,637 shares; 2025Q3: 12,080 shares 12,080 $576K 0.01% +3,443 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,293 shares; 2025Q1: 2,192 shares; 2025Q2: 2,083 shares; 2025Q3: 1,934 shares 1,934 $573K 0.01% -149 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: 905 shares; 2024Q4: 908 shares; 2025Q1: 875 shares; 2025Q2: 1,227 shares; 2025Q3: 1,316 shares 1,316 $573K 0.01% +89 Timeline DISV 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: 14,426 shares; 2024Q4: 13,411 shares; 2025Q1: 14,452 shares; 2025Q2: 15,439 shares; 2025Q3: 16,049 shares 16,049 $573K 0.01% +610 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,680 shares 21,680 $571K 0.01% new Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,582 shares 14,582 $566K 0.01% new 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: 13,041 shares; 2024Q4: 10,922 shares; 2025Q1: 9,824 shares; 2025Q2: 9,384 shares; 2025Q3: 9,474 shares 9,474 $566K 0.01% +90 Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,186 shares; 2024Q4: 111,188 shares; 2025Q1: 108,717 shares; 2025Q2: 38,513 shares; 2025Q3: 40,157 shares 40,157 $562K 0.01% +1,644 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: 4,970 shares; 2024Q4: 5,376 shares; 2025Q1: 4,420 shares; 2025Q2: 4,790 shares; 2025Q3: 4,750 shares 4,750 $561K 0.01% -40 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,706 shares; 2024Q4: 20,889 shares; 2025Q1: 20,278 shares; 2025Q2: 17,835 shares; 2025Q3: 24,082 shares 24,082 $561K 0.01% +6,247 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 8,219 shares; 2025Q1: 7,948 shares; 2025Q2: 8,965 shares; 2025Q3: 10,678 shares 10,678 $559K 0.01% +1,713 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,484 shares; 2025Q1: 13,386 shares; 2025Q2: 12,460 shares; 2025Q3: 12,289 shares 12,289 $559K 0.01% -171 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,116 shares; 2024Q4: 14,875 shares; 2025Q1: 10,188 shares; 2025Q2: 10,780 shares; 2025Q3: 11,052 shares 11,052 $557K 0.01% +272 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: 7,022 shares; 2024Q4: 7,344 shares; 2025Q1: 5,652 shares; 2025Q2: 5,479 shares; 2025Q3: 6,146 shares 6,146 $556K 0.01% +667 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,454 shares; 2024Q4: 21,195 shares; 2025Q1: 16,969 shares; 2025Q2: 20,069 shares; 2025Q3: 22,361 shares 22,361 $555K 0.01% +2,292 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: 5,214 shares; 2024Q4: 5,288 shares; 2025Q1: 5,293 shares; 2025Q2: 5,164 shares; 2025Q3: 5,073 shares 5,073 $551K 0.01% -91 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 9,860 shares; 2025Q1: 11,668 shares; 2025Q2: 13,111 shares; 2025Q3: 19,803 shares 19,803 $549K 0.01% +6,692 Timeline BYLD 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: 17,385 shares; 2024Q4: 24,632 shares; 2025Q1: 24,776 shares; 2025Q2: 24,302 shares; 2025Q3: 23,924 shares 23,924 $548K 0.01% -378 Timeline PZT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,816 shares; 2024Q4: 27,180 shares; 2025Q1: 37,190 shares; 2025Q2: 17,019 shares; 2025Q3: 24,645 shares 24,645 $548K 0.01% +7,626 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: 2,760 shares; 2024Q4: 2,691 shares; 2025Q1: 1,488 shares; 2025Q2: 1,467 shares; 2025Q3: 3,878 shares 3,878 $546K 0.01% +2,411 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 2,291 shares; 2025Q2: 2,456 shares; 2025Q3: 1,817 shares 1,817 $544K 0.01% -639 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,870 shares 13,870 $543K 0.01% new 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: 56,710 shares; 2024Q4: 39,428 shares; 2025Q1: 45,941 shares; 2025Q2: 52,350 shares; 2025Q3: 44,340 shares 44,340 $541K 0.01% -8,010 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,846 shares; 2024Q4: 10,179 shares; 2025Q1: 16,070 shares; 2025Q2: 11,878 shares; 2025Q3: 12,875 shares 12,875 $541K 0.01% +997 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,553 shares; 2025Q1: 11,974 shares; 2025Q2: 98,704 shares; 2025Q3: 110,611 shares 110,611 $540K 0.01% +11,907 Timeline IEUS 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: 5,544 shares; 2025Q3: 7,996 shares 7,996 $539K 0.01% +2,452 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,325 shares; 2025Q1: 11,152 shares; 2025Q2: 11,155 shares; 2025Q3: 15,025 shares 15,025 $539K 0.01% +3,870 Timeline FAB 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: 5,375 shares; 2024Q4: 5,539 shares; 2025Q1: 6,195 shares; 2025Q2: 6,144 shares; 2025Q3: 6,163 shares 6,163 $538K 0.01% +19 Timeline IDMO 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: 5,090 shares; 2024Q4: 8,118 shares; 2025Q1: 9,172 shares; 2025Q2: 9,660 shares; 2025Q3: 9,919 shares 9,919 $536K 0.01% +259 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,686 shares; 2025Q1: not reported; 2025Q2: 6,260 shares; 2025Q3: 8,333 shares 8,333 $535K 0.01% +2,073 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,428 shares; 2025Q1: 15,577 shares; 2025Q2: 20,828 shares; 2025Q3: 45,948 shares 45,948 $535K 0.01% +25,120 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,599 shares 21,599 $534K 0.01% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,179 shares; 2025Q1: 6,148 shares; 2025Q2: 6,164 shares; 2025Q3: 6,275 shares 6,275 $533K 0.01% +111 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 12,574 shares; 2025Q1: 16,200 shares; 2025Q2: 26,200 shares; 2025Q3: 26,200 shares 26,200 $531K 0.01% 0 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 7,005 shares; 2025Q2: 10,708 shares; 2025Q3: 12,453 shares 12,453 $530K 0.01% +1,745 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 7,661 shares; 2025Q1: 7,651 shares; 2025Q2: 7,531 shares; 2025Q3: 6,931 shares 6,931 $528K 0.01% -600 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: not reported; 2024Q4: 6,612 shares; 2025Q1: 8,169 shares; 2025Q2: 8,359 shares; 2025Q3: 14,213 shares 14,213 $528K 0.01% +5,854 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: 11,155 shares; 2024Q4: 11,280 shares; 2025Q1: 10,252 shares; 2025Q2: 10,504 shares; 2025Q3: 11,059 shares 11,059 $526K 0.01% +555 Timeline OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,943 shares; 2024Q4: 80,943 shares; 2025Q1: 80,397 shares; 2025Q2: 80,397 shares; 2025Q3: 80,346 shares 80,346 $525K 0.01% -51 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: 3,186 shares; 2024Q4: 3,194 shares; 2025Q1: 3,312 shares; 2025Q2: 5,140 shares; 2025Q3: 5,147 shares 5,147 $525K 0.01% +7 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: 7,507 shares; 2024Q4: 5,569 shares; 2025Q1: 4,249 shares; 2025Q2: 6,223 shares; 2025Q3: 5,703 shares 5,703 $523K 0.01% -520 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,996 shares; 2024Q4: 16,356 shares; 2025Q1: 13,847 shares; 2025Q2: 13,175 shares; 2025Q3: 13,085 shares 13,085 $523K 0.01% -90 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,268 shares; 2025Q1: 1,307 shares; 2025Q2: 1,309 shares; 2025Q3: 1,819 shares 1,819 $522K 0.01% +510 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: 18,517 shares; 2024Q4: 21,409 shares; 2025Q1: 28,283 shares; 2025Q2: 31,352 shares; 2025Q3: 30,529 shares 30,529 $521K 0.01% -823 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 4,157 shares; 2025Q1: 3,945 shares; 2025Q2: 4,056 shares; 2025Q3: 3,983 shares 3,983 $517K 0.01% -73 Timeline