DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,314 shares; 2025Q1: 16,852 shares; 2025Q2: 16,852 shares; 2025Q3: 16,852 shares 16,852 $2.12M 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 1,842 shares; 2025Q1: 2,070 shares; 2025Q2: 2,314 shares; 2025Q3: 2,289 shares 2,289 $2.11M 0.02% -25 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: 61,072 shares; 2024Q4: 59,571 shares; 2025Q1: 59,471 shares; 2025Q2: 58,935 shares; 2025Q3: 58,918 shares 58,918 $2.1M 0.02% -17 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: 3,754 shares; 2024Q4: 5,032 shares; 2025Q1: 6,729 shares; 2025Q2: 7,322 shares; 2025Q3: 8,890 shares 8,890 $2.1M 0.02% +1,568 Timeline PXH 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: 97,801 shares; 2024Q4: 95,315 shares; 2025Q1: 93,041 shares; 2025Q2: 82,512 shares; 2025Q3: 82,461 shares 82,461 $2.1M 0.02% -51 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,105 shares; 2024Q4: 37,648 shares; 2025Q1: 38,468 shares; 2025Q2: 38,761 shares; 2025Q3: 41,205 shares 41,205 $2.08M 0.02% +2,444 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,443 shares; 2024Q4: 29,593 shares; 2025Q1: 29,193 shares; 2025Q2: 44,674 shares; 2025Q3: 44,366 shares 44,366 $2.07M 0.02% -308 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: 26,453 shares; 2024Q4: 27,440 shares; 2025Q1: 29,416 shares; 2025Q2: 28,648 shares; 2025Q3: 31,107 shares 31,107 $2.05M 0.02% +2,459 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,976 shares; 2025Q2: 31,592 shares; 2025Q3: 31,655 shares 31,655 $2.05M 0.02% +63 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: 312 shares; 2024Q4: 392 shares; 2025Q1: 391 shares; 2025Q2: 404 shares; 2025Q3: 473 shares 473 $2.03M 0.02% +69 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,919 shares; 2024Q4: 31,449 shares; 2025Q1: 32,685 shares; 2025Q2: 33,240 shares; 2025Q3: 29,851 shares 29,851 $2M 0.02% -3,389 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,592 shares; 2025Q1: 3,404 shares; 2025Q2: 3,385 shares; 2025Q3: 3,383 shares 3,383 $1.98M 0.02% -2 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,415 shares; 2024Q4: 30,105 shares; 2025Q1: 29,429 shares; 2025Q2: 28,686 shares; 2025Q3: 29,434 shares 29,434 $1.97M 0.02% +748 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,962 shares 19,962 $1.97M 0.02% new Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,517 shares; 2024Q4: 18,456 shares; 2025Q1: 18,631 shares; 2025Q2: 18,668 shares; 2025Q3: 19,962 shares 19,962 $1.97M 0.02% +1,294 BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,377 shares; 2024Q4: 32,099 shares; 2025Q1: 39,397 shares; 2025Q2: 39,523 shares; 2025Q3: 43,529 shares 43,529 $1.96M 0.02% +4,006 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: 17,679 shares; 2024Q4: 19,071 shares; 2025Q1: 27,807 shares; 2025Q2: 22,263 shares; 2025Q3: 25,761 shares 25,761 $1.94M 0.02% +3,498 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,971 shares; 2024Q4: 34,374 shares; 2025Q1: 32,677 shares; 2025Q2: 32,022 shares; 2025Q3: 31,177 shares 31,177 $1.94M 0.02% -845 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: 46,763 shares; 2024Q4: 14,861 shares; 2025Q1: 13,714 shares; 2025Q2: 13,848 shares; 2025Q3: 13,449 shares 13,449 $1.92M 0.02% -399 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,814 shares; 2025Q3: 59,246 shares 59,246 $1.91M 0.02% +5,432 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,835 shares; 2024Q4: 55,779 shares; 2025Q1: 52,718 shares; 2025Q2: 49,681 shares; 2025Q3: 44,395 shares 44,395 $1.85M 0.02% -5,286 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 17,314 shares; 2025Q1: 24,209 shares; 2025Q2: 22,293 shares; 2025Q3: 23,394 shares 23,394 $1.82M 0.02% +1,101 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: 194,769 shares; 2024Q4: 85,446 shares; 2025Q1: 68,746 shares; 2025Q2: 63,983 shares; 2025Q3: 60,962 shares 60,962 $1.81M 0.02% -3,021 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 2,124 shares; 2025Q1: 3,033 shares; 2025Q2: 3,530 shares; 2025Q3: 3,692 shares 3,692 $1.81M 0.02% +162 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: 7,987 shares; 2024Q4: 10,243 shares; 2025Q1: 13,605 shares; 2025Q2: 13,778 shares; 2025Q3: 14,010 shares 14,010 $1.8M 0.02% +232 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,418 shares; 2024Q4: 45,573 shares; 2025Q1: 45,163 shares; 2025Q2: 44,354 shares; 2025Q3: 46,743 shares 46,743 $1.79M 0.02% +2,389 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,963 shares; 2025Q1: 26,667 shares; 2025Q2: 27,751 shares; 2025Q3: 15,539 shares 15,539 $1.78M 0.02% -12,212 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: 9,143 shares; 2024Q4: 17,686 shares; 2025Q1: 25,924 shares; 2025Q2: 25,974 shares; 2025Q3: 25,872 shares 25,872 $1.77M 0.02% -102 Timeline VRP 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: 80,964 shares; 2024Q4: 76,663 shares; 2025Q1: 75,413 shares; 2025Q2: 72,060 shares; 2025Q3: 71,396 shares 71,396 $1.76M 0.02% -664 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 8,510 shares; 2025Q1: 10,171 shares; 2025Q2: 11,155 shares; 2025Q3: 15,773 shares 15,773 $1.76M 0.02% +4,618 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: 26,088 shares; 2024Q4: 26,773 shares; 2025Q1: 26,550 shares; 2025Q2: 26,566 shares; 2025Q3: 28,933 shares 28,933 $1.74M 0.02% +2,367 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: 12,315 shares; 2024Q4: 21,166 shares; 2025Q1: 20,294 shares; 2025Q2: 23,749 shares; 2025Q3: 28,478 shares 28,478 $1.74M 0.02% +4,729 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: 2,213 shares; 2024Q4: 15,743 shares; 2025Q1: 14,987 shares; 2025Q2: 11,138 shares; 2025Q3: 14,463 shares 14,463 $1.74M 0.02% +3,325 Timeline REET 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: 70,833 shares; 2025Q1: 69,517 shares; 2025Q2: 69,517 shares; 2025Q3: 67,744 shares 67,744 $1.73M 0.02% -1,773 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 10,820 shares; 2025Q1: 10,985 shares; 2025Q2: 10,352 shares; 2025Q3: 10,246 shares 10,246 $1.73M 0.02% -106 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: 9,587 shares; 2024Q4: 19,405 shares; 2025Q1: 21,087 shares; 2025Q2: 23,470 shares; 2025Q3: 24,073 shares 24,073 $1.72M 0.02% +603 Timeline SCHR 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: 50,233 shares; 2024Q4: 68,331 shares; 2025Q1: 70,881 shares; 2025Q2: 66,353 shares; 2025Q3: 67,911 shares 67,911 $1.71M 0.02% +1,558 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: 49,006 shares; 2024Q4: 80,124 shares; 2025Q1: 94,295 shares; 2025Q2: 98,384 shares; 2025Q3: 111,351 shares 111,351 $1.66M 0.02% +12,967 Timeline BKLN 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: 71,489 shares; 2024Q4: 71,459 shares; 2025Q1: 73,023 shares; 2025Q2: 72,046 shares; 2025Q3: 78,206 shares 78,206 $1.64M 0.02% +6,160 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: 47,491 shares; 2024Q4: 44,785 shares; 2025Q1: 45,448 shares; 2025Q2: 46,848 shares; 2025Q3: 32,326 shares 32,326 $1.64M 0.02% -14,522 Timeline DLS 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: 23,340 shares; 2024Q4: 22,567 shares; 2025Q1: 21,753 shares; 2025Q2: 21,668 shares; 2025Q3: 20,556 shares 20,556 $1.63M 0.02% -1,112 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,497 shares; 2025Q1: 1,557 shares; 2025Q2: 1,827 shares; 2025Q3: 1,967 shares 1,967 $1.62M 0.02% +140 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,006 shares; 2025Q1: 17,956 shares; 2025Q2: 18,356 shares; 2025Q3: 18,405 shares 18,405 $1.6M 0.02% +49 Timeline FTSL 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: 35,096 shares; 2024Q4: 35,095 shares; 2025Q1: 34,096 shares; 2025Q2: 33,718 shares; 2025Q3: 34,065 shares 34,065 $1.56M 0.02% +347 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: 85,178 shares; 2025Q3: 32,556 shares 32,556 $1.56M 0.02% -52,622 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,779 shares; 2024Q4: 46,855 shares; 2025Q1: 47,205 shares; 2025Q2: 47,640 shares; 2025Q3: 52,565 shares 52,565 $1.56M 0.02% +4,925 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: 3,381 shares; 2024Q4: 3,504 shares; 2025Q1: 3,933 shares; 2025Q2: 3,757 shares; 2025Q3: 12,253 shares 12,253 $1.54M 0.02% +8,496 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: 2,704 shares; 2024Q4: 3,885 shares; 2025Q1: 4,686 shares; 2025Q2: 5,019 shares; 2025Q3: 5,509 shares 5,509 $1.54M 0.02% +490 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: 59,259 shares; 2024Q4: 95,329 shares; 2025Q1: 95,329 shares; 2025Q2: 95,829 shares; 2025Q3: 97,680 shares 97,680 $1.53M 0.02% +1,851 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,791 shares; 2025Q1: 67,201 shares; 2025Q2: 67,600 shares; 2025Q3: 67,631 shares 67,631 $1.51M 0.02% +31 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,566 shares; 2024Q4: 14,675 shares; 2025Q1: 28,718 shares; 2025Q2: 28,683 shares; 2025Q3: 35,429 shares 35,429 $1.5M 0.01% +6,746 Timeline PFFD 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: 67,722 shares; 2024Q4: 66,444 shares; 2025Q1: 66,182 shares; 2025Q2: 68,159 shares; 2025Q3: 76,789 shares 76,789 $1.49M 0.01% +8,630 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,227 shares 11,227 $1.49M 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,945 shares; 2025Q1: 2,812 shares; 2025Q2: 5,329 shares; 2025Q3: 6,939 shares 6,939 $1.47M 0.01% +1,610 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,299 shares; 2024Q4: 42,861 shares; 2025Q1: 41,743 shares; 2025Q2: 42,760 shares; 2025Q3: 39,707 shares 39,707 $1.46M 0.01% -3,053 Timeline XRSFX RIVERNORTH CAP AND INCM FD I More: the full row for RIVERNORTH CAP AND INCM FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,206 shares; 2024Q4: 124,637 shares; 2025Q1: 115,032 shares; 2025Q2: 103,085 shares; 2025Q3: 99,414 shares 99,414 $1.46M 0.01% -3,671 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: 3,746 shares; 2024Q4: 9,314 shares; 2025Q1: 11,500 shares; 2025Q2: 10,843 shares; 2025Q3: 14,523 shares 14,523 $1.46M 0.01% +3,680 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,185 shares; 2025Q1: 5,612 shares; 2025Q2: 8,997 shares; 2025Q3: 14,547 shares 14,547 $1.45M 0.01% +5,550 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,407 shares; 2025Q1: 21,916 shares; 2025Q2: 32,082 shares; 2025Q3: 31,928 shares 31,928 $1.44M 0.01% -154 Timeline TFI 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: 12,600 shares; 2024Q4: 13,100 shares; 2025Q1: 15,546 shares; 2025Q2: 32,543 shares; 2025Q3: 31,651 shares 31,651 $1.44M 0.01% -892 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 8,252 shares; 2025Q1: 8,623 shares; 2025Q2: 8,834 shares; 2025Q3: 8,756 shares 8,756 $1.44M 0.01% -78 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: 58,417 shares; 2024Q4: 35,881 shares; 2025Q1: 33,566 shares; 2025Q2: 32,883 shares; 2025Q3: 31,852 shares 31,852 $1.44M 0.01% -1,031 Timeline ISCF 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: 35,715 shares; 2024Q4: 34,710 shares; 2025Q1: 34,570 shares; 2025Q2: 34,806 shares; 2025Q3: 34,873 shares 34,873 $1.43M 0.01% +67 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,898 shares; 2024Q4: 35,019 shares; 2025Q1: 35,032 shares; 2025Q2: 35,242 shares; 2025Q3: 35,595 shares 35,595 $1.41M 0.01% +353 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: 146,447 shares; 2024Q4: 146,989 shares; 2025Q1: 148,224 shares; 2025Q2: 134,965 shares; 2025Q3: 121,170 shares 121,170 $1.41M 0.01% -13,795 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,006 shares; 2024Q4: 35,517 shares; 2025Q1: 34,363 shares; 2025Q2: 30,118 shares; 2025Q3: 29,021 shares 29,021 $1.4M 0.01% -1,097 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 8,781 shares; 2025Q1: 9,406 shares; 2025Q2: 9,300 shares; 2025Q3: 9,321 shares 9,321 $1.39M 0.01% +21 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 6,605 shares; 2025Q1: 8,128 shares; 2025Q2: 8,631 shares; 2025Q3: 8,685 shares 8,685 $1.38M 0.01% +54 Timeline PZA 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: 71,363 shares; 2024Q4: 66,163 shares; 2025Q1: 67,259 shares; 2025Q2: 64,899 shares; 2025Q3: 59,788 shares 59,788 $1.38M 0.01% -5,111 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,713 shares; 2024Q4: 20,503 shares; 2025Q1: 21,525 shares; 2025Q2: 21,228 shares; 2025Q3: 21,447 shares 21,447 $1.38M 0.01% +219 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: 7,592 shares; 2024Q4: 9,524 shares; 2025Q1: 141,594 shares; 2025Q2: 16,860 shares; 2025Q3: 16,690 shares 16,690 $1.37M 0.01% -170 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: 5,062 shares; 2024Q4: 7,794 shares; 2025Q1: 8,531 shares; 2025Q2: 9,533 shares; 2025Q3: 9,680 shares 9,680 $1.37M 0.01% +147 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 5,746 shares; 2025Q1: 5,300 shares; 2025Q2: 4,408 shares; 2025Q3: 4,256 shares 4,256 $1.37M 0.01% -152 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,558 shares; 2024Q4: 48,056 shares; 2025Q1: 52,365 shares; 2025Q2: 47,214 shares; 2025Q3: 51,903 shares 51,903 $1.37M 0.01% +4,689 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 23,907 shares; 2025Q1: 25,345 shares; 2025Q2: 25,149 shares; 2025Q3: 23,955 shares 23,955 $1.36M 0.01% -1,194 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: 7,658 shares; 2024Q4: 8,817 shares; 2025Q1: 10,391 shares; 2025Q2: 10,175 shares; 2025Q3: 10,707 shares 10,707 $1.36M 0.01% +532 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: 17,981 shares; 2024Q4: 60,057 shares; 2025Q1: 69,615 shares; 2025Q2: 62,839 shares; 2025Q3: 51,116 shares 51,116 $1.34M 0.01% -11,723 Timeline RWK 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: 9,251 shares; 2025Q1: 9,671 shares; 2025Q2: 9,914 shares; 2025Q3: 10,697 shares 10,697 $1.34M 0.01% +783 Timeline VIOO 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: 11,882 shares; 2024Q4: 11,882 shares; 2025Q1: 11,898 shares; 2025Q2: 12,075 shares; 2025Q3: 12,075 shares 12,075 $1.33M 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,718 shares; 2024Q4: 12,709 shares; 2025Q1: 13,132 shares; 2025Q2: 13,250 shares; 2025Q3: 13,335 shares 13,335 $1.33M 0.01% +85 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: not reported; 2025Q1: 4,053 shares; 2025Q2: 4,105 shares; 2025Q3: 4,121 shares 4,121 $1.33M 0.01% +16 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,056 shares; 2024Q4: 6,329 shares; 2025Q1: 6,312 shares; 2025Q2: 15,553 shares; 2025Q3: 17,119 shares 17,119 $1.31M 0.01% +1,566 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: 124,732 shares; 2024Q4: 104,503 shares; 2025Q1: 98,780 shares; 2025Q2: 94,586 shares; 2025Q3: 87,064 shares 87,064 $1.3M 0.01% -7,522 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 3,470 shares; 2025Q1: 5,443 shares; 2025Q2: 6,318 shares; 2025Q3: 6,926 shares 6,926 $1.3M 0.01% +608 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,392 shares; 2024Q4: 14,784 shares; 2025Q1: 17,390 shares; 2025Q2: 18,138 shares; 2025Q3: 21,101 shares 21,101 $1.29M 0.01% +2,963 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 2,014 shares; 2025Q1: 2,129 shares; 2025Q2: 2,594 shares; 2025Q3: 2,794 shares 2,794 $1.28M 0.01% +200 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 559 shares; 2025Q1: 656 shares; 2025Q2: 660 shares; 2025Q3: 661 shares 661 $1.26M 0.01% +1 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,430 shares; 2024Q4: 64,438 shares; 2025Q1: 64,430 shares; 2025Q2: 64,621 shares; 2025Q3: 65,166 shares 65,166 $1.25M 0.01% +545 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: not reported; 2024Q4: 13,177 shares; 2025Q1: 14,937 shares; 2025Q2: 14,974 shares; 2025Q3: 14,954 shares 14,954 $1.25M 0.01% -20 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,927 shares; 2025Q1: 3,963 shares; 2025Q2: 3,957 shares; 2025Q3: 3,939 shares 3,939 $1.24M 0.01% -18 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: 11,602 shares; 2024Q4: 9,097 shares; 2025Q1: 8,575 shares; 2025Q2: 10,670 shares; 2025Q3: 10,376 shares 10,376 $1.24M 0.01% -294 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: 21,599 shares; 2024Q4: 21,398 shares; 2025Q1: 20,433 shares; 2025Q2: 16,409 shares; 2025Q3: 53,986 shares 53,986 $1.24M 0.01% +37,577 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 11,546 shares; 2025Q1: 11,876 shares; 2025Q2: 11,756 shares; 2025Q3: 12,160 shares 12,160 $1.24M 0.01% +404 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: not reported; 2024Q4: 6,525 shares; 2025Q1: 8,185 shares; 2025Q2: 8,636 shares; 2025Q3: 10,865 shares 10,865 $1.23M 0.01% +2,229 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: not reported; 2024Q4: 10,540 shares; 2025Q1: 25,080 shares; 2025Q2: 22,418 shares; 2025Q3: 20,553 shares 20,553 $1.23M 0.01% -1,865 DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 16,084 shares; 2025Q1: 15,584 shares; 2025Q2: 19,099 shares; 2025Q3: 21,577 shares 21,577 $1.22M 0.01% +2,478 Timeline GSLC 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: 7,493 shares; 2024Q4: 8,900 shares; 2025Q1: 9,055 shares; 2025Q2: 9,055 shares; 2025Q3: 9,336 shares 9,336 $1.22M 0.01% +281 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,502 shares; 2024Q4: 18,522 shares; 2025Q1: 18,548 shares; 2025Q2: 18,576 shares; 2025Q3: 18,593 shares 18,593 $1.21M 0.01% +17 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 6,292 shares; 2025Q1: 6,499 shares; 2025Q2: 6,767 shares; 2025Q3: 7,110 shares 7,110 $1.21M 0.01% +343 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,824 shares; 2024Q4: 85,325 shares; 2025Q1: 101,769 shares; 2025Q2: 84,787 shares; 2025Q3: 17,805 shares 17,805 $1.2M 0.01% -66,982 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,486 shares; 2025Q2: 23,486 shares; 2025Q3: 26,651 shares 26,651 $1.18M 0.01% +3,165 Timeline SHYD 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: 36,572 shares; 2024Q4: 45,973 shares; 2025Q1: 49,196 shares; 2025Q2: 48,723 shares; 2025Q3: 51,577 shares 51,577 $1.18M 0.01% +2,854 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,734 shares; 2024Q4: 9,621 shares; 2025Q1: 9,719 shares; 2025Q2: 9,180 shares; 2025Q3: 8,815 shares 8,815 $1.17M 0.01% -365 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 1,041 shares; 2025Q1: 1,964 shares; 2025Q2: 2,050 shares; 2025Q3: 1,851 shares 1,851 $1.17M 0.01% -199 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,253 shares; 2025Q1: 7,933 shares; 2025Q2: 7,449 shares; 2025Q3: 8,606 shares 8,606 $1.15M 0.01% +1,157 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 3,406 shares 3,406 $1.15M 0.01% +2,592 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: not reported; 2025Q2: 13,885 shares; 2025Q3: 31,417 shares 31,417 $1.14M 0.01% +17,532 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: not reported; 2024Q4: not reported; 2025Q1: 6,841 shares; 2025Q2: 7,255 shares; 2025Q3: 12,634 shares 12,634 $1.13M 0.01% +5,379 Timeline USIG 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: 22,045 shares; 2025Q3: 21,528 shares 21,528 $1.12M 0.01% -517 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,943 shares; 2024Q4: 48,369 shares; 2025Q1: 41,984 shares; 2025Q2: 40,906 shares; 2025Q3: 42,579 shares 42,579 $1.12M 0.01% +1,673 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: 8,450 shares; 2024Q4: 6,839 shares; 2025Q1: 9,913 shares; 2025Q2: 9,442 shares; 2025Q3: 9,429 shares 9,429 $1.12M 0.01% -13 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 14,768 shares; 2025Q1: 14,488 shares; 2025Q2: 13,781 shares; 2025Q3: 15,339 shares 15,339 $1.12M 0.01% +1,558 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,782 shares; 2025Q1: 46,782 shares; 2025Q2: 43,768 shares; 2025Q3: 44,021 shares 44,021 $1.11M 0.01% +253 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 9,953 shares; 2025Q1: 9,455 shares; 2025Q2: 10,050 shares; 2025Q3: 10,088 shares 10,088 $1.11M 0.01% +38 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,015 shares; 2025Q1: 25,224 shares; 2025Q2: 12,762 shares; 2025Q3: 12,499 shares 12,499 $1.1M 0.01% -263 Timeline PWB 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: 8,986 shares; 2024Q4: 8,050 shares; 2025Q1: 8,705 shares; 2025Q2: 8,705 shares; 2025Q3: 8,705 shares 8,705 $1.09M 0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 12,067 shares; 2025Q1: 11,890 shares; 2025Q2: 12,222 shares; 2025Q3: 12,036 shares 12,036 $1.09M 0.01% -186 Timeline TQQQ 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: 8,350 shares; 2025Q2: 9,878 shares; 2025Q3: 10,408 shares 10,408 $1.08M 0.01% +530 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 1,121 shares; 2025Q1: 1,144 shares; 2025Q2: 1,153 shares; 2025Q3: 1,168 shares 1,168 $1.07M 0.01% +15 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: 5,426 shares; 2024Q4: 17,378 shares; 2025Q1: 17,974 shares; 2025Q2: 19,029 shares; 2025Q3: 19,119 shares 19,119 $1.07M 0.01% +90 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 4,891 shares; 2025Q1: 5,110 shares; 2025Q2: 4,975 shares; 2025Q3: 3,716 shares 3,716 $1.06M 0.01% -1,259 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,657 shares; 2025Q3: 11,564 shares 11,564 $1.06M 0.01% -93 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: 27,160 shares; 2024Q4: 27,002 shares; 2025Q1: 27,514 shares; 2025Q2: 27,912 shares; 2025Q3: 28,518 shares 28,518 $1.06M 0.01% +606 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: not reported; 2024Q4: not reported; 2025Q1: 7,925 shares; 2025Q2: 7,695 shares; 2025Q3: 22,554 shares 22,554 $1.06M 0.01% +14,859 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,280 shares; 2025Q1: 1,426 shares; 2025Q2: 1,348 shares; 2025Q3: 1,869 shares 1,869 $1.05M 0.01% +521 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,245 shares; 2025Q1: 3,670 shares; 2025Q2: 5,674 shares; 2025Q3: 10,572 shares 10,572 $1.04M 0.01% +4,898 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: 1,139 shares; 2024Q4: 1,480 shares; 2025Q1: 1,733 shares; 2025Q2: 1,897 shares; 2025Q3: 2,119 shares 2,119 $1.04M 0.01% +222 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,684 shares; 2025Q1: 5,818 shares; 2025Q2: 5,867 shares; 2025Q3: 5,898 shares 5,898 $1.04M 0.01% +31 Timeline DHS 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: 10,615 shares; 2024Q4: 10,459 shares; 2025Q1: 10,287 shares; 2025Q2: 10,272 shares; 2025Q3: 10,264 shares 10,264 $1.03M 0.01% -8 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: 635 shares; 2024Q4: 812 shares; 2025Q1: 836 shares; 2025Q2: 841 shares; 2025Q3: 1,080 shares 1,080 $1.03M 0.01% +239 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,621 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 4,490 shares 4,490 $1.02M 0.01% -316 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,746 shares; 2025Q1: 2,752 shares; 2025Q2: 2,710 shares; 2025Q3: 2,578 shares 2,578 $1.02M 0.01% -132 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: 3,325 shares; 2024Q4: 6,446 shares; 2025Q1: 8,675 shares; 2025Q2: 8,290 shares; 2025Q3: 7,208 shares 7,208 $1.02M 0.01% -1,082 Timeline UYG 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: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares 10,250 $1.02M 0.01% 0 Timeline PALC 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: 10,309 shares; 2024Q4: 10,910 shares; 2025Q1: 14,539 shares; 2025Q2: 18,391 shares; 2025Q3: 19,608 shares 19,608 $1.02M 0.01% +1,217 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: 8,813 shares; 2024Q4: 14,491 shares; 2025Q1: 16,269 shares; 2025Q2: 17,334 shares; 2025Q3: 17,002 shares 17,002 $1.01M 0.01% -332 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,301 shares; 2024Q4: 8,850 shares; 2025Q1: 13,749 shares; 2025Q2: 13,449 shares; 2025Q3: 13,812 shares 13,812 $1.01M 0.01% +363 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: 12,571 shares; 2024Q4: 12,534 shares; 2025Q1: 12,077 shares; 2025Q2: 11,804 shares; 2025Q3: 11,169 shares 11,169 $1.01M 0.01% -635 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 2,804 shares; 2025Q1: 2,980 shares; 2025Q2: 3,585 shares; 2025Q3: 4,466 shares 4,466 $1M 0.01% +881 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,196 shares; 2025Q1: 5,583 shares; 2025Q2: 5,734 shares; 2025Q3: 8,082 shares 8,082 $1M 0.01% +2,348 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 718 shares; 2025Q2: 757 shares; 2025Q3: 925 shares 925 $997K 0.01% +168 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,298 shares; 2024Q4: 115,274 shares; 2025Q1: 113,091 shares; 2025Q2: 110,799 shares; 2025Q3: 109,280 shares 109,280 $996K 0.01% -1,519 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 922 shares; 2025Q1: 1,974 shares; 2025Q2: 1,356 shares; 2025Q3: 1,308 shares 1,308 $992K 0.01% -48 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,698 shares; 2024Q4: 10,090 shares; 2025Q1: 10,169 shares; 2025Q2: 9,387 shares; 2025Q3: 7,871 shares 7,871 $991K 0.01% -1,516 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,251 shares; 2025Q1: 46,142 shares; 2025Q2: 46,042 shares; 2025Q3: 45,650 shares 45,650 $982K 0.01% -392 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,740 shares; 2025Q1: 5,665 shares; 2025Q2: 7,280 shares; 2025Q3: 9,581 shares 9,581 $977K 0.01% +2,301 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,108 shares; 2024Q4: 5,662 shares; 2025Q1: 5,722 shares; 2025Q2: 8,134 shares; 2025Q3: 6,808 shares 6,808 $973K 0.01% -1,326 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,449 shares; 2025Q1: 13,476 shares; 2025Q2: 12,704 shares; 2025Q3: 10,071 shares 10,071 $968K 0.01% -2,633 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 14,467 shares; 2025Q1: 13,694 shares; 2025Q2: 13,089 shares; 2025Q3: 12,865 shares 12,865 $964K 0.01% -224 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: 27,587 shares; 2024Q4: 20,255 shares; 2025Q1: 21,580 shares; 2025Q2: 48,895 shares; 2025Q3: 27,348 shares 27,348 $959K 0.01% -21,547 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 2,662 shares; 2025Q1: 3,230 shares; 2025Q2: 3,266 shares; 2025Q3: 7,887 shares 7,887 $958K 0.01% +4,621 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 3,950 shares; 2025Q1: 4,197 shares; 2025Q2: 4,179 shares; 2025Q3: 4,173 shares 4,173 $958K 0.01% -6 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 13,580 shares; 2025Q1: 13,506 shares; 2025Q2: 12,442 shares; 2025Q3: 12,446 shares 12,446 $954K 0.01% +4 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 10,146 shares; 2025Q1: 15,228 shares; 2025Q2: 17,204 shares; 2025Q3: 18,533 shares 18,533 $946K 0.01% +1,329 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,344 shares; 2024Q4: 18,494 shares; 2025Q1: 18,494 shares; 2025Q2: 18,264 shares; 2025Q3: 17,977 shares 17,977 $940K 0.01% -287 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 4,538 shares; 2025Q1: 4,252 shares; 2025Q2: 4,016 shares; 2025Q3: 4,651 shares 4,651 $937K 0.01% +635 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: 6,194 shares; 2025Q1: 6,239 shares; 2025Q2: 7,096 shares; 2025Q3: 7,650 shares 7,650 $937K 0.01% +554 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: 3,242 shares; 2024Q4: 3,202 shares; 2025Q1: 3,020 shares; 2025Q2: 3,087 shares; 2025Q3: 3,259 shares 3,259 $935K 0.01% +172 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,392 shares; 2024Q4: 15,495 shares; 2025Q1: 15,247 shares; 2025Q2: 15,390 shares; 2025Q3: 14,393 shares 14,393 $933K 0.01% -997 Timeline EWJ 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: 12,404 shares; 2024Q4: 12,103 shares; 2025Q1: 12,047 shares; 2025Q2: 12,150 shares; 2025Q3: 11,626 shares 11,626 $932K 0.01% -524 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,243 shares; 2025Q1: 6,243 shares; 2025Q2: 6,261 shares; 2025Q3: 6,430 shares 6,430 $930K 0.01% +169 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,686 shares; 2025Q1: 3,473 shares; 2025Q2: 3,294 shares; 2025Q3: 3,431 shares 3,431 $930K 0.01% +137 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,087 shares; 2025Q1: 33,604 shares; 2025Q2: 32,998 shares; 2025Q3: 41,093 shares 41,093 $929K 0.01% +8,095 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 9,444 shares; 2025Q1: 11,868 shares; 2025Q2: 11,893 shares; 2025Q3: 17,464 shares 17,464 $927K 0.01% +5,571 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: not reported; 2024Q4: 58,813 shares; 2025Q1: 57,755 shares; 2025Q2: 54,400 shares; 2025Q3: 17,835 shares 17,835 $914K 0.01% -36,565 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 10,534 shares; 2025Q1: 10,804 shares; 2025Q2: 10,953 shares; 2025Q3: 12,202 shares 12,202 $909K 0.01% +1,249 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: 12,504 shares; 2024Q4: 14,690 shares; 2025Q1: 13,776 shares; 2025Q2: 10,635 shares; 2025Q3: 11,628 shares 11,628 $906K 0.01% +993 Timeline AOK 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: 25,309 shares; 2024Q4: 25,905 shares; 2025Q1: 21,338 shares; 2025Q2: 22,306 shares; 2025Q3: 22,549 shares 22,549 $906K 0.01% +243 Timeline BIL 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: 6,576 shares; 2024Q4: 7,652 shares; 2025Q1: 7,878 shares; 2025Q2: 9,859 shares; 2025Q3: 9,865 shares 9,865 $905K 0.01% +6 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: not reported; 2024Q4: 17,632 shares; 2025Q1: 10,872 shares; 2025Q2: 13,972 shares; 2025Q3: 13,861 shares 13,861 $901K 0.01% -111 Timeline FTCS 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: 5,048 shares; 2025Q2: 5,123 shares; 2025Q3: 9,623 shares 9,623 $901K 0.01% +4,500 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: 9,250 shares; 2024Q4: 9,120 shares; 2025Q1: 8,940 shares; 2025Q2: 8,462 shares; 2025Q3: 9,456 shares 9,456 $900K 0.01% +994 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,274 shares; 2025Q3: 6,496 shares 6,496 $900K 0.01% +2,222 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,119 shares; 2024Q4: 14,369 shares; 2025Q1: 14,601 shares; 2025Q2: 12,795 shares; 2025Q3: 13,259 shares 13,259 $897K 0.01% +464 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,034 shares; 2025Q1: 3,379 shares; 2025Q2: 4,346 shares; 2025Q3: 6,114 shares 6,114 $895K 0.01% +1,768 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,998 shares; 2025Q3: 55,439 shares 55,439 $891K 0.01% -81,559 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: 1,762 shares; 2024Q4: 7,500 shares; 2025Q1: 7,901 shares; 2025Q2: 7,294 shares; 2025Q3: 6,869 shares 6,869 $886K 0.01% -425 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: 2,641 shares; 2024Q4: 9,103 shares; 2025Q1: 9,219 shares; 2025Q2: 9,233 shares; 2025Q3: 9,501 shares 9,501 $885K 0.01% +268 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: 27,672 shares; 2024Q4: 28,267 shares; 2025Q1: 27,686 shares; 2025Q2: 29,542 shares; 2025Q3: 30,524 shares 30,524 $878K 0.01% +982 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 811 shares; 2025Q2: 906 shares; 2025Q3: 917 shares 917 $876K 0.01% +11 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,004 shares; 2025Q2: 4,442 shares; 2025Q3: 4,475 shares 4,475 $875K 0.01% +33 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: 5,734 shares; 2024Q4: 5,112 shares; 2025Q1: 5,885 shares; 2025Q2: 5,903 shares; 2025Q3: 5,750 shares 5,750 $874K 0.01% -153 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: 36,489 shares; 2024Q4: 86,639 shares; 2025Q1: 86,057 shares; 2025Q2: 76,670 shares; 2025Q3: 72,330 shares 72,330 $865K 0.01% -4,340 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,652 shares; 2025Q1: 19,358 shares; 2025Q2: 19,452 shares; 2025Q3: 19,380 shares 19,380 $863K 0.01% -72 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 2,398 shares; 2025Q1: 2,177 shares; 2025Q2: 2,232 shares; 2025Q3: 2,464 shares 2,464 $861K 0.01% +232 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,298 shares; 2025Q1: 2,349 shares; 2025Q2: 2,314 shares; 2025Q3: 3,099 shares 3,099 $853K 0.01% +785 Timeline TMFG 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: 35,487 shares; 2025Q1: 35,487 shares; 2025Q2: 28,066 shares; 2025Q3: 28,066 shares 28,066 $840K 0.01% 0 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: 23,421 shares; 2024Q4: 22,715 shares; 2025Q1: 26,479 shares; 2025Q2: 26,559 shares; 2025Q3: 24,473 shares 24,473 $840K 0.01% -2,086 Timeline UFOX 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: 12,785 shares; 2024Q4: 13,822 shares; 2025Q1: 13,613 shares; 2025Q2: 13,372 shares; 2025Q3: 13,616 shares 13,616 $840K 0.01% +244 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: 129 shares; 2024Q4: 232 shares; 2025Q1: 325 shares; 2025Q2: 321 shares; 2025Q3: 356 shares 356 $832K 0.01% +35 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,018 shares; 2025Q3: 10,980 shares 10,980 $830K 0.01% +1,962 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 2,754 shares; 2025Q1: 2,191 shares; 2025Q2: 2,373 shares; 2025Q3: 2,387 shares 2,387 $826K 0.01% +14 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 10,624 shares; 2025Q1: 10,682 shares; 2025Q2: 10,900 shares; 2025Q3: 11,225 shares 11,225 $823K 0.01% +325 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,217 shares; 2025Q1: 11,221 shares; 2025Q2: 10,557 shares; 2025Q3: 9,750 shares 9,750 $822K 0.01% -807 Timeline EZM 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: 15,521 shares; 2024Q4: 15,338 shares; 2025Q1: 14,851 shares; 2025Q2: 12,634 shares; 2025Q3: 12,436 shares 12,436 $820K 0.01% -198 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,721 shares; 2025Q1: 43,803 shares; 2025Q2: 43,643 shares; 2025Q3: 42,452 shares 42,452 $819K 0.01% -1,191 Timeline VGSH 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: 19,404 shares; 2024Q4: 11,811 shares; 2025Q1: 13,837 shares; 2025Q2: 13,884 shares; 2025Q3: 13,736 shares 13,736 $808K 0.01% -148 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,190 shares; 2025Q1: 8,483 shares; 2025Q2: 8,508 shares; 2025Q3: 15,853 shares 15,853 $803K 0.01% +7,345 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: 4,480 shares; 2024Q4: 5,204 shares; 2025Q1: 6,704 shares; 2025Q2: 6,204 shares; 2025Q3: 5,876 shares 5,876 $797K 0.01% -328 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: 23,399 shares; 2025Q2: 25,965 shares; 2025Q3: 32,148 shares 32,148 $794K 0.01% +6,183 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,234 shares; 2025Q1: 7,558 shares; 2025Q2: 5,453 shares; 2025Q3: 5,454 shares 5,454 $794K 0.01% +1 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,508 shares; 2024Q4: 12,463 shares; 2025Q1: 12,813 shares; 2025Q2: 13,646 shares; 2025Q3: 16,782 shares 16,782 $793K 0.01% +3,136 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 8,035 shares; 2025Q3: 11,951 shares 11,951 $777K 0.01% +3,916 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,499 shares 45,499 $776K 0.01% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,753 shares; 2025Q1: 51,390 shares; 2025Q2: 48,383 shares; 2025Q3: 48,056 shares 48,056 $775K 0.01% -327 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,514 shares 10,514 $774K 0.01% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,315 shares; 2024Q4: 19,176 shares; 2025Q1: 19,377 shares; 2025Q2: 19,238 shares; 2025Q3: 19,728 shares 19,728 $773K 0.01% +490 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,762 shares; 2025Q1: 3,895 shares; 2025Q2: 4,065 shares; 2025Q3: 4,015 shares 4,015 $765K 0.01% -50 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,260 shares; 2025Q1: 5,672 shares; 2025Q2: 6,089 shares; 2025Q3: 6,175 shares 6,175 $764K 0.01% +86 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: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,902 shares; 2025Q2: 12,267 shares; 2025Q3: 15,124 shares 15,124 $764K 0.01% +2,857 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,381 shares; 2024Q4: 337,674 shares; 2025Q1: 334,517 shares; 2025Q2: 339,276 shares; 2025Q3: 342,259 shares 342,259 $763K 0.01% +2,983 Timeline ROM 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: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares 8,200 $760K 0.01% 0 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: 11,403 shares; 2024Q4: 9,846 shares; 2025Q1: 9,900 shares; 2025Q2: 9,959 shares; 2025Q3: 11,221 shares 11,221 $758K 0.01% +1,262 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: 17,848 shares; 2024Q4: 15,248 shares; 2025Q1: 14,963 shares; 2025Q2: 20,338 shares; 2025Q3: 14,893 shares 14,893 $758K 0.01% -5,445 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: 7,678 shares; 2024Q4: 6,659 shares; 2025Q1: 7,054 shares; 2025Q2: 6,982 shares; 2025Q3: 7,815 shares 7,815 $754K 0.01% +833 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,754 shares; 2025Q1: 3,932 shares; 2025Q2: 3,996 shares; 2025Q3: 4,028 shares 4,028 $752K 0.01% +32 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,725 shares; 2024Q4: 15,091 shares; 2025Q1: 15,061 shares; 2025Q2: 18,064 shares; 2025Q3: 16,767 shares 16,767 $752K 0.01% -1,297 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 7,115 shares; 2025Q1: 7,269 shares; 2025Q2: 7,432 shares; 2025Q3: 7,266 shares 7,266 $751K 0.01% -166 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 7,993 shares; 2025Q1: 8,768 shares; 2025Q2: 8,787 shares; 2025Q3: 9,056 shares 9,056 $751K 0.01% +269 Timeline DFAT 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: 14,530 shares; 2024Q4: 14,531 shares; 2025Q1: 14,669 shares; 2025Q2: 14,378 shares; 2025Q3: 12,889 shares 12,889 $750K 0.01% -1,489 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: 4,405 shares; 2024Q4: 8,096 shares; 2025Q1: 8,525 shares; 2025Q2: 8,888 shares; 2025Q3: 9,268 shares 9,268 $747K 0.01% +380 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 9,410 shares; 2025Q1: 17,945 shares; 2025Q2: 16,754 shares; 2025Q3: 16,600 shares 16,600 $747K 0.01% -154 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 4,724 shares; 2025Q1: 4,697 shares; 2025Q2: 4,670 shares; 2025Q3: 4,516 shares 4,516 $739K 0.01% -154 Timeline BSMQ 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: 10,902 shares; 2024Q4: 14,762 shares; 2025Q1: 20,660 shares; 2025Q2: 23,412 shares; 2025Q3: 31,176 shares 31,176 $737K 0.01% +7,764 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,316 shares; 2025Q1: 34,345 shares; 2025Q2: 33,186 shares; 2025Q3: 27,086 shares 27,086 $735K 0.01% -6,100 Timeline AMLP 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: not reported; 2024Q4: 9,378 shares; 2025Q1: 9,195 shares; 2025Q2: 16,078 shares; 2025Q3: 15,558 shares 15,558 $730K 0.01% -520 Timeline ADVERUM BIOTECHNOLOGIES INC ADVERUM BIOTECHNOLOGIES INC More: the full row for ADVERUM BIOTECHNOLOGIES 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: 160,165 shares; 2025Q2: 160,578 shares; 2025Q3: 160,991 shares 160,991 $729K 0.01% +413 IEV 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: 12,227 shares; 2024Q4: 12,112 shares; 2025Q1: 11,981 shares; 2025Q2: 11,621 shares; 2025Q3: 11,102 shares 11,102 $727K 0.01% -519 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 2,581 shares; 2025Q2: 2,704 shares; 2025Q3: 3,069 shares 3,069 $724K 0.01% +365 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 15,995 shares; 2025Q1: 16,051 shares; 2025Q2: 16,117 shares; 2025Q3: 16,180 shares 16,180 $723K 0.01% +63 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: 6,782 shares; 2024Q4: 13,929 shares; 2025Q1: 90,961 shares; 2025Q2: 12,145 shares; 2025Q3: 13,010 shares 13,010 $722K 0.01% +865 Timeline RING 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: 11,324 shares; 2025Q3: 11,080 shares 11,080 $717K 0.01% -244 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 8,529 shares; 2025Q1: 78,862 shares; 2025Q2: 10,977 shares; 2025Q3: 10,171 shares 10,171 $716K 0.01% -806 Timeline HYBX TCW ETF TRUST More: the full row for TCW 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: 11,020 shares; 2025Q3: 23,310 shares 23,310 $715K 0.01% +12,290 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: 21,732 shares; 2024Q4: 16,822 shares; 2025Q1: 17,155 shares; 2025Q2: 14,308 shares; 2025Q3: 14,456 shares 14,456 $715K 0.01% +148 Timeline AVIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,835 shares; 2025Q3: 10,564 shares 10,564 $712K 0.01% +5,729 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,747 shares; 2024Q4: 48,780 shares; 2025Q1: 42,841 shares; 2025Q2: 42,182 shares; 2025Q3: 40,362 shares 40,362 $711K 0.01% -1,820 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,560 shares; 2024Q4: 14,193 shares; 2025Q1: not reported; 2025Q2: 11,460 shares; 2025Q3: 11,174 shares 11,174 $710K 0.01% -286 Timeline IVLU 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: 25,911 shares; 2024Q4: 25,695 shares; 2025Q1: 24,406 shares; 2025Q2: 21,467 shares; 2025Q3: 19,992 shares 19,992 $709K 0.01% -1,475 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 5,171 shares; 2025Q2: 5,373 shares; 2025Q3: 11,228 shares 11,228 $704K 0.01% +5,855 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 2,349 shares 2,349 $700K 0.01% +1,129 Timeline URTH 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: 3,822 shares; 2025Q3: 3,849 shares 3,849 $699K 0.01% +27 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE 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: 19,026 shares; 2025Q2: 18,762 shares; 2025Q3: 16,933 shares 16,933 $696K 0.01% -1,829 Timeline IGF 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: 11,452 shares; 2025Q2: 11,386 shares; 2025Q3: 11,386 shares 11,386 $696K 0.01% 0 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: 11,350 shares; 2024Q4: 13,720 shares; 2025Q1: 14,332 shares; 2025Q2: 13,992 shares; 2025Q3: 15,306 shares 15,306 $694K 0.01% +1,314 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,395 shares; 2025Q1: 58,857 shares; 2025Q2: 57,182 shares; 2025Q3: 54,151 shares 54,151 $693K 0.01% -3,031 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: 7,913 shares; 2024Q4: 11,147 shares; 2025Q1: 14,367 shares; 2025Q2: 16,413 shares; 2025Q3: 17,633 shares 17,633 $692K 0.01% +1,220 Timeline BFOR 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: not reported; 2024Q4: 9,275 shares; 2025Q1: 9,275 shares; 2025Q2: 9,275 shares; 2025Q3: 8,475 shares 8,475 $688K 0.01% -800 Timeline GRID 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: 15,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,226 shares; 2025Q3: 4,537 shares 4,537 $685K 0.01% +1,311 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,831 shares; 2025Q1: 5,155 shares; 2025Q2: 5,213 shares; 2025Q3: 5,937 shares 5,937 $680K 0.01% +724 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,184 shares; 2025Q1: 3,180 shares; 2025Q2: 3,168 shares; 2025Q3: 3,580 shares 3,580 $680K 0.01% +412 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: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 3,174 shares 3,174 $678K 0.01% +1,427 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,875 shares; 2025Q1: 6,955 shares; 2025Q2: 13,646 shares; 2025Q3: 13,801 shares 13,801 $677K 0.01% +155 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,356 shares; 2025Q1: 2,330 shares; 2025Q2: 2,278 shares; 2025Q3: 2,234 shares 2,234 $670K 0.01% -44 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,342 shares; 2025Q2: 15,203 shares; 2025Q3: 19,215 shares 19,215 $668K 0.01% +4,012 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,212 shares; 2025Q3: 2,385 shares 2,385 $667K 0.01% +1,173 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: not reported; 2024Q4: 4,359 shares; 2025Q1: 4,371 shares; 2025Q2: 5,515 shares; 2025Q3: 7,284 shares 7,284 $666K 0.01% +1,769 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,292 shares 1,292 $664K 0.01% new Timeline SKYY 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: 5,651 shares; 2024Q4: 5,611 shares; 2025Q1: 5,528 shares; 2025Q2: 5,527 shares; 2025Q3: 4,933 shares 4,933 $663K 0.01% -594 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,779 shares; 2025Q1: 4,890 shares; 2025Q2: 4,721 shares; 2025Q3: 4,708 shares 4,708 $658K 0.01% -13 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 9,474 shares; 2025Q1: 23,132 shares; 2025Q2: 12,476 shares; 2025Q3: 10,951 shares 10,951 $656K 0.01% -1,525 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 1,039 shares; 2025Q2: 1,190 shares; 2025Q3: 1,559 shares 1,559 $654K 0.01% +369 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: not reported; 2024Q4: not reported; 2025Q1: 25,968 shares; 2025Q2: 4,045 shares; 2025Q3: 5,913 shares 5,913 $653K 0.01% +1,868 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,790 shares; 2025Q1: 1,831 shares; 2025Q2: 2,236 shares; 2025Q3: 3,421 shares 3,421 $651K 0.01% +1,185 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: not reported; 2024Q4: 26,834 shares; 2025Q1: 26,550 shares; 2025Q2: 25,939 shares; 2025Q3: 26,149 shares 26,149 $648K 0.01% +210 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG 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: 26,461 shares; 2025Q2: 26,803 shares; 2025Q3: 26,679 shares 26,679 $648K 0.01% -124 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,270 shares; 2025Q1: 1,320 shares; 2025Q2: 1,797 shares; 2025Q3: 2,492 shares 2,492 $647K 0.01% +695 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: 2,466 shares; 2024Q4: not reported; 2025Q1: 6,931 shares; 2025Q2: 6,971 shares; 2025Q3: 6,951 shares 6,951 $646K 0.01% -20 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,620 shares; 2025Q1: 16,870 shares; 2025Q2: 15,564 shares; 2025Q3: 15,677 shares 15,677 $643K 0.01% +113 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,507 shares; 2025Q1: 1,954 shares; 2025Q2: 1,952 shares; 2025Q3: 1,985 shares 1,985 $642K 0.01% +33 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 26,166 shares; 2025Q1: 31,029 shares; 2025Q2: 29,406 shares; 2025Q3: 27,757 shares 27,757 $642K 0.01% -1,649 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,362 shares; 2025Q1: 4,351 shares; 2025Q2: 4,392 shares; 2025Q3: 6,832 shares 6,832 $641K 0.01% +2,440 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,989 shares; 2025Q3: 2,839 shares 2,839 $640K 0.01% +850 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 6,416 shares; 2025Q1: 6,664 shares; 2025Q2: 6,688 shares; 2025Q3: 7,028 shares 7,028 $639K 0.01% +340 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 8,860 shares; 2025Q1: 9,916 shares; 2025Q2: 8,863 shares; 2025Q3: 8,011 shares 8,011 $632K 0.01% -852 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,574 shares; 2025Q2: 34,241 shares; 2025Q3: 32,941 shares 32,941 $630K 0.01% -1,300 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 3,098 shares; 2025Q1: 3,803 shares; 2025Q2: 3,863 shares; 2025Q3: 3,982 shares 3,982 $625K 0.01% +119 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: 1,771 shares; 2024Q4: 2,635 shares; 2025Q1: 3,214 shares; 2025Q2: 3,334 shares; 2025Q3: 3,310 shares 3,310 $619K 0.01% -24 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 9,693 shares; 2025Q2: 10,873 shares; 2025Q3: 10,804 shares 10,804 $615K 0.01% -69 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,791 shares; 2025Q1: 124,600 shares; 2025Q2: 28,401 shares; 2025Q3: 24,895 shares 24,895 $612K 0.01% -3,506 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: 3,480 shares; 2024Q4: 3,765 shares; 2025Q1: 3,737 shares; 2025Q2: 3,774 shares; 2025Q3: 6,088 shares 6,088 $610K 0.01% +2,314 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 5,535 shares; 2025Q1: 6,150 shares; 2025Q2: 5,879 shares; 2025Q3: 5,867 shares 5,867 $608K 0.01% -12 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,436 shares; 2024Q4: 28,436 shares; 2025Q1: 28,431 shares; 2025Q2: 25,299 shares; 2025Q3: 25,313 shares 25,313 $607K 0.01% +14 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,822 shares; 2025Q1: 1,824 shares; 2025Q2: 2,034 shares; 2025Q3: 1,956 shares 1,956 $606K 0.01% -78 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,130 shares; 2025Q2: 1,310 shares; 2025Q3: 1,461 shares 1,461 $605K 0.01% +151 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 10,325 shares; 2025Q1: 10,661 shares; 2025Q2: 10,661 shares; 2025Q3: 14,161 shares 14,161 $605K 0.01% +3,500 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,548 shares; 2025Q1: 17,262 shares; 2025Q2: 20,315 shares; 2025Q3: 22,605 shares 22,605 $600K 0.01% +2,290 Timeline AVES 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: 10,498 shares; 2024Q4: 10,488 shares; 2025Q1: 10,509 shares; 2025Q2: 10,417 shares; 2025Q3: 10,417 shares 10,417 $598K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,934 shares; 2024Q4: 1,468 shares; 2025Q1: 2,623 shares; 2025Q2: 3,380 shares; 2025Q3: 3,916 shares 3,916 $597K 0.01% +536 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,255 shares; 2025Q1: 3,659 shares; 2025Q2: 5,237 shares; 2025Q3: 5,305 shares 5,305 $595K 0.01% +68 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,917 shares; 2025Q2: 2,215 shares; 2025Q3: 2,925 shares 2,925 $594K 0.01% +710 Timeline XLG 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: 4,285 shares; 2024Q4: 4,044 shares; 2025Q1: 5,167 shares; 2025Q2: 8,729 shares; 2025Q3: 10,318 shares 10,318 $593K 0.01% +1,589 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 8,926 shares; 2025Q1: 8,927 shares; 2025Q2: 8,844 shares; 2025Q3: 9,365 shares 9,365 $593K 0.01% +521 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: 6,208 shares; 2024Q4: 13,233 shares; 2025Q1: 13,379 shares; 2025Q2: 13,142 shares; 2025Q3: 13,703 shares 13,703 $591K 0.01% +561 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 16,235 shares; 2025Q3: 27,933 shares 27,933 $590K 0.01% +11,698 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: 49,404 shares; 2024Q4: 49,326 shares; 2025Q1: 34,191 shares; 2025Q2: 18,967 shares; 2025Q3: 11,133 shares 11,133 $588K 0.01% -7,834 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,500 shares; 2025Q1: 1,622 shares; 2025Q2: 1,675 shares; 2025Q3: 1,645 shares 1,645 $587K 0.01% -30 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,332 shares; 2025Q1: 1,279 shares; 2025Q2: 1,175 shares; 2025Q3: 1,107 shares 1,107 $586K 0.01% -68 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: 15,185 shares; 2024Q4: 15,772 shares; 2025Q1: 17,723 shares; 2025Q2: 18,680 shares; 2025Q3: 18,926 shares 18,926 $584K 0.01% +246 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: 3,510 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,335 shares; 2025Q3: 3,865 shares 3,865 $583K 0.01% +530 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 6,827 shares; 2025Q1: 7,067 shares; 2025Q2: 7,283 shares; 2025Q3: 6,935 shares 6,935 $581K 0.01% -348 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: 10,464 shares; 2024Q4: 11,498 shares; 2025Q1: 11,740 shares; 2025Q2: 11,413 shares; 2025Q3: 12,438 shares 12,438 $577K 0.01% +1,025 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,544 shares; 2025Q1: 1,142 shares; 2025Q2: 1,247 shares; 2025Q3: 1,793 shares 1,793 $577K 0.01% +546 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: 1,779 shares; 2024Q4: 2,027 shares; 2025Q1: 2,464 shares; 2025Q2: 3,565 shares; 2025Q3: 3,838 shares 3,838 $575K 0.01% +273 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: 19,008 shares; 2024Q4: 18,526 shares; 2025Q1: 19,086 shares; 2025Q2: 21,103 shares; 2025Q3: 22,436 shares 22,436 $574K 0.01% +1,333 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: 1,468 shares; 2025Q3: 3,308 shares 3,308 $572K 0.01% +1,840 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,759 shares; 2024Q4: 86,525 shares; 2025Q1: 86,864 shares; 2025Q2: 79,641 shares; 2025Q3: 71,996 shares 71,996 $569K 0.01% -7,645 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 8,868 shares; 2025Q1: 8,900 shares; 2025Q2: 9,280 shares; 2025Q3: 9,654 shares 9,654 $567K 0.01% +374 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,275 shares; 2025Q1: 6,491 shares; 2025Q2: 6,061 shares; 2025Q3: 6,008 shares 6,008 $567K 0.01% -53 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 11,198 shares; 2025Q1: 13,460 shares; 2025Q2: 14,590 shares; 2025Q3: 20,799 shares 20,799 $566K 0.01% +6,209 Timeline ISPY 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: 11,541 shares; 2025Q2: 11,541 shares; 2025Q3: 12,541 shares 12,541 $566K 0.01% +1,000 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,721 shares; 2025Q1: 21,968 shares; 2025Q2: 22,820 shares; 2025Q3: 19,553 shares 19,553 $565K 0.01% -3,267 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,469 shares 7,469 $565K 0.01% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: 1,636 shares; 2025Q3: 1,634 shares 1,634 $563K 0.01% -2 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: not reported; 2024Q4: 12,495 shares; 2025Q1: 15,552 shares; 2025Q2: 17,435 shares; 2025Q3: 16,191 shares 16,191 $556K 0.01% -1,244 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 1,767 shares 1,767 $556K 0.01% +353 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: 6,371 shares; 2025Q3: 11,631 shares 11,631 $554K 0.01% +5,260 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,650 shares 36,650 $553K 0.01% new Timeline IVOG 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: not reported; 2024Q4: 2,190 shares; 2025Q1: 3,323 shares; 2025Q2: 3,519 shares; 2025Q3: 4,622 shares 4,622 $552K 0.01% +1,103 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: 5,851 shares; 2025Q1: 6,438 shares; 2025Q2: 6,948 shares; 2025Q3: 7,736 shares 7,736 $550K 0.01% +788 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 14,108 shares; 2025Q1: 12,807 shares; 2025Q2: 11,908 shares; 2025Q3: 12,626 shares 12,626 $548K 0.01% +718 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: 9,680 shares; 2025Q3: 10,459 shares 10,459 $546K 0.01% +779 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 3,611 shares; 2025Q1: 3,695 shares; 2025Q2: 3,533 shares; 2025Q3: 3,456 shares 3,456 $545K 0.01% -77 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: not reported; 2024Q4: 5,508 shares; 2025Q1: 4,739 shares; 2025Q2: 5,434 shares; 2025Q3: 5,425 shares 5,425 $544K 0.01% -9 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: 1,956 shares; 2024Q4: 3,909 shares; 2025Q1: 4,121 shares; 2025Q2: 4,361 shares; 2025Q3: 5,238 shares 5,238 $543K 0.01% +877 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,028 shares; 2025Q1: 3,144 shares; 2025Q2: 3,208 shares; 2025Q3: 3,902 shares 3,902 $542K 0.01% +694 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: not reported; 2024Q4: 3,361 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares 3,226 $542K 0.01% 0 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: not reported; 2024Q4: 1,145 shares; 2025Q1: 1,743 shares; 2025Q2: 2,928 shares; 2025Q3: 3,244 shares 3,244 $541K 0.01% +316 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 5,105 shares; 2025Q1: 4,532 shares; 2025Q2: not reported; 2025Q3: 3,182 shares 3,182 $539K 0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP 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: 25,372 shares; 2025Q1: 22,462 shares; 2025Q2: 22,324 shares; 2025Q3: 20,557 shares 20,557 $536K 0.01% -1,767 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 3,610 shares; 2025Q1: 3,717 shares; 2025Q2: 3,844 shares; 2025Q3: 3,719 shares 3,719 $532K 0.01% -125 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 3,097 shares; 2025Q1: 3,013 shares; 2025Q2: 3,317 shares; 2025Q3: 4,117 shares 4,117 $531K 0.01% +800 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: 3,158 shares; 2024Q4: 5,754 shares; 2025Q1: 5,586 shares; 2025Q2: 5,486 shares; 2025Q3: 5,585 shares 5,585 $527K 0.01% +99 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: 27,056 shares; 2024Q4: 28,071 shares; 2025Q1: 32,485 shares; 2025Q2: 29,001 shares; 2025Q3: 24,395 shares 24,395 $526K 0.01% -4,606 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,465 shares; 2025Q3: 6,194 shares 6,194 $525K 0.01% +3,729 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 5,493 shares; 2025Q1: 5,923 shares; 2025Q2: 5,700 shares; 2025Q3: 6,971 shares 6,971 $524K 0.01% +1,271 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,653 shares; 2024Q4: 27,025 shares; 2025Q1: 26,445 shares; 2025Q2: 25,004 shares; 2025Q3: 26,802 shares 26,802 $523K 0.01% +1,798 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,352 shares; 2025Q1: 34,352 shares; 2025Q2: 36,550 shares; 2025Q3: 36,569 shares 36,569 $523K 0.01% +19 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,602 shares; 2024Q4: 15,700 shares; 2025Q1: 14,619 shares; 2025Q2: 16,583 shares; 2025Q3: 11,855 shares 11,855 $520K 0.01% -4,728 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,056 shares; 2025Q1: 5,928 shares; 2025Q2: 5,556 shares; 2025Q3: 5,839 shares 5,839 $518K 0.01% +283 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,629 shares; 2025Q3: 4,570 shares 4,570 $517K 0.01% +1,941 Timeline DFSI 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: 12,924 shares; 2024Q4: 12,924 shares; 2025Q1: 12,624 shares; 2025Q2: 12,624 shares; 2025Q3: 12,624 shares 12,624 $517K 0.01% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,543 shares 8,543 $515K 0.01% new Timeline SCHI 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: 15,125 shares; 2024Q4: 39,522 shares; 2025Q1: 46,224 shares; 2025Q2: 38,200 shares; 2025Q3: 22,288 shares 22,288 $514K 0.01% -15,912 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,723 shares; 2025Q1: 23,054 shares; 2025Q2: 17,656 shares; 2025Q3: 13,023 shares 13,023 $510K 0.01% -4,633 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,056 shares 5,056 $507K 0.01% new Timeline FXG 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: 9,862 shares; 2024Q4: 9,862 shares; 2025Q1: 9,562 shares; 2025Q2: 8,162 shares; 2025Q3: 8,091 shares 8,091 $507K 0.01% -71 Timeline XMVM 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: 5,003 shares; 2025Q1: 6,187 shares; 2025Q2: 6,697 shares; 2025Q3: 8,158 shares 8,158 $503K 0.01% +1,461 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,676 shares; 2025Q1: 1,711 shares; 2025Q2: 1,902 shares; 2025Q3: 2,054 shares 2,054 $494K <0.01% +152 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 3,521 shares 3,521 $494K <0.01% +1,920 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,937 shares; 2025Q1: 2,157 shares; 2025Q2: 2,053 shares; 2025Q3: 2,461 shares 2,461 $493K <0.01% +408 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,860 shares; 2025Q2: 4,835 shares; 2025Q3: 6,629 shares 6,629 $493K <0.01% +1,794 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: 7,864 shares; 2024Q4: 11,053 shares; 2025Q1: 11,992 shares; 2025Q2: 8,550 shares; 2025Q3: 7,448 shares 7,448 $491K <0.01% -1,102 Timeline VIOG 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: not reported; 2024Q4: 2,869 shares; 2025Q1: 3,396 shares; 2025Q2: 3,511 shares; 2025Q3: 4,031 shares 4,031 $491K <0.01% +520 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,505 shares; 2025Q1: 3,349 shares; 2025Q2: 2,931 shares; 2025Q3: 2,498 shares 2,498 $490K <0.01% -433 Timeline CEMB 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: 12,258 shares; 2024Q4: 11,505 shares; 2025Q1: 10,730 shares; 2025Q2: 10,730 shares; 2025Q3: 10,578 shares 10,578 $489K <0.01% -152 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: not reported; 2024Q4: 3,157 shares; 2025Q1: 3,292 shares; 2025Q2: 3,330 shares; 2025Q3: 3,810 shares 3,810 $489K <0.01% +480 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,507 shares; 2025Q3: 3,527 shares 3,527 $478K <0.01% +1,020 Timeline AIVL 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: 5,113 shares; 2024Q4: 4,322 shares; 2025Q1: 4,307 shares; 2025Q2: 4,225 shares; 2025Q3: 4,175 shares 4,175 $477K <0.01% -50 Timeline BSCT 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: 19,388 shares; 2024Q4: 20,288 shares; 2025Q1: 21,850 shares; 2025Q2: 22,584 shares; 2025Q3: 25,260 shares 25,260 $475K <0.01% +2,676 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 2,531 shares 2,531 $475K <0.01% +681 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,387 shares; 2025Q1: 7,635 shares; 2025Q2: 9,723 shares; 2025Q3: 11,136 shares 11,136 $473K <0.01% +1,413 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: 5,708 shares; 2024Q4: 9,790 shares; 2025Q1: 9,846 shares; 2025Q2: 10,020 shares; 2025Q3: 10,011 shares 10,011 $473K <0.01% -9 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT 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: 36,632 shares; 2025Q2: 36,704 shares; 2025Q3: 33,096 shares 33,096 $471K <0.01% -3,608 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,737 shares; 2025Q1: 50,296 shares; 2025Q2: 49,359 shares; 2025Q3: 46,053 shares 46,053 $468K <0.01% -3,306 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 619 shares; 2025Q3: 720 shares 720 $468K <0.01% +101 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,992 shares; 2024Q4: 18,470 shares; 2025Q1: 18,766 shares; 2025Q2: 19,379 shares; 2025Q3: 18,334 shares 18,334 $468K <0.01% -1,045 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: 250 shares; 2024Q4: 354 shares; 2025Q1: 366 shares; 2025Q2: 355 shares; 2025Q3: 312 shares 312 $467K <0.01% -43 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,262 shares; 2024Q4: 21,649 shares; 2025Q1: 21,955 shares; 2025Q2: 22,251 shares; 2025Q3: 18,035 shares 18,035 $466K <0.01% -4,216 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,570 shares; 2024Q4: 274,579 shares; 2025Q1: 278,191 shares; 2025Q2: 270,854 shares; 2025Q3: 267,041 shares 267,041 $465K <0.01% -3,813 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 18,717 shares; 2025Q2: 24,836 shares; 2025Q3: 27,320 shares 27,320 $463K <0.01% +2,484 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,182 shares; 2025Q1: 3,183 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares 2,412 $462K <0.01% 0 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,338 shares; 2025Q1: 42,285 shares; 2025Q2: 42,423 shares; 2025Q3: 39,807 shares 39,807 $462K <0.01% -2,616 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: not reported; 2024Q4: 2,147 shares; 2025Q1: 2,034 shares; 2025Q2: 2,348 shares; 2025Q3: 2,898 shares 2,898 $462K <0.01% +550 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,989 shares; 2024Q4: 7,714 shares; 2025Q1: 7,565 shares; 2025Q2: 6,699 shares; 2025Q3: 6,400 shares 6,400 $461K <0.01% -299 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,358 shares; 2025Q3: 13,021 shares 13,021 $461K <0.01% +3,663 Timeline IYT 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: 8,208 shares; 2024Q4: 7,641 shares; 2025Q1: 6,843 shares; 2025Q2: 6,644 shares; 2025Q3: 6,425 shares 6,425 $461K <0.01% -219 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: 7,371 shares; 2024Q4: 9,970 shares; 2025Q1: 9,533 shares; 2025Q2: 9,648 shares; 2025Q3: 9,982 shares 9,982 $457K <0.01% +334 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 4,293 shares; 2025Q1: 4,319 shares; 2025Q2: 4,319 shares; 2025Q3: 4,256 shares 4,256 $457K <0.01% -63 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,581 shares 11,581 $457K <0.01% new 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: 5,592 shares; 2024Q4: 5,592 shares; 2025Q1: 8,903 shares; 2025Q2: 6,643 shares; 2025Q3: 6,643 shares 6,643 $455K <0.01% 0 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: 23,082 shares; 2024Q4: 26,286 shares; 2025Q1: 25,516 shares; 2025Q2: 26,342 shares; 2025Q3: 26,321 shares 26,321 $455K <0.01% -21 Timeline FPWR 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: 13,560 shares; 2025Q2: 13,560 shares; 2025Q3: 13,560 shares 13,560 $453K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 5,479 shares 5,479 $452K <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: 5,395 shares; 2025Q2: 8,503 shares; 2025Q3: 8,483 shares 8,483 $450K <0.01% -20 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,954 shares; 2025Q1: 14,997 shares; 2025Q2: 10,952 shares; 2025Q3: 10,743 shares 10,743 $449K <0.01% -209 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: not reported; 2024Q4: 8,593 shares; 2025Q1: 8,141 shares; 2025Q2: 8,898 shares; 2025Q3: 9,950 shares 9,950 $447K <0.01% +1,052 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,338 shares; 2025Q2: 1,956 shares; 2025Q3: 2,229 shares 2,229 $447K <0.01% +273 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: 2,634 shares; 2025Q3: 3,482 shares 3,482 $447K <0.01% +848 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: 13,852 shares; 2024Q4: 16,552 shares; 2025Q1: 18,173 shares; 2025Q2: 20,235 shares; 2025Q3: 21,708 shares 21,708 $447K <0.01% +1,473 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 3,562 shares; 2025Q3: 5,265 shares 5,265 $447K <0.01% +1,703 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,202 shares; 2025Q3: 17,402 shares 17,402 $446K <0.01% -800 Timeline TLH 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: 2,176 shares; 2025Q3: 4,308 shares 4,308 $444K <0.01% +2,132 Timeline LYFT LYFT INC More: the full row for LYFT 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: 12,383 shares; 2025Q3: 20,126 shares 20,126 $443K <0.01% +7,743 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 3,227 shares; 2025Q1: 3,372 shares; 2025Q2: 3,461 shares; 2025Q3: 3,815 shares 3,815 $443K <0.01% +354 Timeline EZU 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: 6,977 shares; 2025Q3: 7,134 shares 7,134 $442K <0.01% +157 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,834 shares; 2025Q1: 2,428 shares; 2025Q2: 2,454 shares; 2025Q3: 2,569 shares 2,569 $439K <0.01% +115 Timeline FNDF 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: 10,649 shares; 2024Q4: 9,918 shares; 2025Q1: 14,165 shares; 2025Q2: 10,049 shares; 2025Q3: 10,170 shares 10,170 $437K <0.01% +121 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: 548 shares; 2024Q4: 660 shares; 2025Q1: 730 shares; 2025Q2: 687 shares; 2025Q3: 681 shares 681 $435K <0.01% -6 Timeline SYRE SPYRE THERAPEUTICS INC More: the full row for SPYRE THERAPEUTICS 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: 19,430 shares; 2025Q2: 19,453 shares; 2025Q3: 25,953 shares 25,953 $435K <0.01% +6,500 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: not reported; 2024Q4: 13,302 shares; 2025Q1: 13,951 shares; 2025Q2: 13,836 shares; 2025Q3: 13,958 shares 13,958 $435K <0.01% +122 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,659 shares; 2025Q3: 3,590 shares 3,590 $434K <0.01% +931 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,838 shares; 2025Q1: 1,980 shares; 2025Q2: 2,277 shares; 2025Q3: 2,466 shares 2,466 $431K <0.01% +189 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 4,242 shares; 2025Q3: 5,886 shares 5,886 $431K <0.01% +1,644 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,025 shares; 2025Q1: 5,955 shares; 2025Q2: 5,955 shares; 2025Q3: 6,239 shares 6,239 $428K <0.01% +284 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: not reported; 2024Q4: not reported; 2025Q1: 11,386 shares; 2025Q2: 11,386 shares; 2025Q3: 16,988 shares 16,988 $428K <0.01% +5,602 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,693 shares; 2024Q4: 27,166 shares; 2025Q1: 27,027 shares; 2025Q2: 26,016 shares; 2025Q3: 20,616 shares 20,616 $427K <0.01% -5,400 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: not reported; 2024Q4: 2,855 shares; 2025Q1: 3,069 shares; 2025Q2: 3,130 shares; 2025Q3: 3,005 shares 3,005 $423K <0.01% -125 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,278 shares; 2025Q1: 12,708 shares; 2025Q2: 12,922 shares; 2025Q3: 12,414 shares 12,414 $422K <0.01% -508 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 2,155 shares 2,155 $422K <0.01% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,109 shares; 2025Q1: 7,629 shares; 2025Q2: 6,780 shares; 2025Q3: 9,980 shares 9,980 $419K <0.01% +3,200 Timeline BSCU 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: 18,760 shares; 2024Q4: 21,360 shares; 2025Q1: 22,439 shares; 2025Q2: 23,228 shares; 2025Q3: 24,765 shares 24,765 $419K <0.01% +1,537 Timeline KB KB FINL GROUP INC More: the full row for KB FINL 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: 5,069 shares; 2025Q2: 5,069 shares; 2025Q3: 5,036 shares 5,036 $418K <0.01% -33 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,169 shares; 2025Q1: 14,941 shares; 2025Q2: 15,579 shares; 2025Q3: 16,991 shares 16,991 $417K <0.01% +1,412 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 3,248 shares; 2025Q1: 3,508 shares; 2025Q2: 3,527 shares; 2025Q3: 4,243 shares 4,243 $417K <0.01% +716 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,294 shares; 2025Q1: 6,270 shares; 2025Q2: 6,273 shares; 2025Q3: 4,931 shares 4,931 $414K <0.01% -1,342 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,673 shares; 2025Q2: 1,693 shares; 2025Q3: 1,736 shares 1,736 $413K <0.01% +43 Timeline QGRO 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: 5,723 shares; 2024Q4: 5,499 shares; 2025Q1: 4,184 shares; 2025Q2: 3,599 shares; 2025Q3: 3,599 shares 3,599 $412K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,508 shares 1,508 $410K <0.01% +232 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP 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: 13,659 shares 13,659 $410K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,558 shares; 2025Q1: 3,893 shares; 2025Q2: 4,025 shares; 2025Q3: 5,851 shares 5,851 $410K <0.01% +1,826 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,665 shares 3,665 $409K <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,749 shares; 2025Q3: 7,394 shares 7,394 $409K <0.01% +2,645 Timeline SCHK 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: 11,775 shares; 2025Q2: 11,431 shares; 2025Q3: 12,701 shares 12,701 $408K <0.01% +1,270 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: 3,311 shares; 2025Q2: 3,269 shares; 2025Q3: 3,457 shares 3,457 $408K <0.01% +188 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,416 shares; 2025Q1: 2,946 shares; 2025Q2: 3,244 shares; 2025Q3: 3,211 shares 3,211 $405K <0.01% -33 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL 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: 11,321 shares 11,321 $404K <0.01% new Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,853 shares; 2024Q4: 21,304 shares; 2025Q1: 15,682 shares; 2025Q2: 14,071 shares; 2025Q3: 14,108 shares 14,108 $404K <0.01% +37 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: not reported; 2025Q2: 850 shares; 2025Q3: 1,343 shares 1,343 $402K <0.01% +493 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 2,102 shares 2,102 $402K <0.01% new 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: 3,241 shares; 2024Q4: 4,309 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,492 shares 4,492 $401K <0.01% +97 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,996 shares 2,996 $400K <0.01% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,288 shares; 2025Q1: 1,420 shares; 2025Q2: 1,384 shares; 2025Q3: 1,558 shares 1,558 $400K <0.01% +174 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 937 shares; 2025Q1: 982 shares; 2025Q2: 1,298 shares; 2025Q3: 1,255 shares 1,255 $399K <0.01% -43 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,621 shares; 2024Q4: 9,621 shares; 2025Q1: 9,625 shares; 2025Q2: 9,759 shares; 2025Q3: 9,767 shares 9,767 $398K <0.01% +8 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,300 shares; 2025Q1: 6,048 shares; 2025Q2: 6,048 shares; 2025Q3: 6,376 shares 6,376 $397K <0.01% +328 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,382 shares 5,382 $395K <0.01% new 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: not reported; 2024Q4: 1,503 shares; 2025Q1: 1,756 shares; 2025Q2: 1,844 shares; 2025Q3: 1,799 shares 1,799 $395K <0.01% -45 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 865 shares 865 $394K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 339 shares; 2025Q1: 498 shares; 2025Q2: 555 shares; 2025Q3: 692 shares 692 $393K <0.01% +137 Timeline FXU 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: 12,072 shares; 2024Q4: 11,130 shares; 2025Q1: 9,680 shares; 2025Q2: 9,380 shares; 2025Q3: 8,630 shares 8,630 $392K <0.01% -750 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 16,648 shares; 2025Q1: 17,694 shares; 2025Q2: 17,205 shares; 2025Q3: 15,903 shares 15,903 $390K <0.01% -1,302 XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,621 shares; 2025Q1: 32,675 shares; 2025Q2: 31,972 shares; 2025Q3: 30,002 shares 30,002 $389K <0.01% -1,970 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,411 shares 7,411 $389K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348 shares; 2025Q3: 2,053 shares 2,053 $386K <0.01% +705 Timeline BSCV 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: 17,815 shares; 2024Q4: 19,415 shares; 2025Q1: 20,606 shares; 2025Q2: 21,403 shares; 2025Q3: 22,969 shares 22,969 $383K <0.01% +1,566 Timeline XHE 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: 4,855 shares; 2025Q1: 4,855 shares; 2025Q2: 4,855 shares; 2025Q3: 4,855 shares 4,855 $382K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,653 shares 8,653 $380K <0.01% new Timeline DFCF 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: 8,566 shares; 2024Q4: 8,566 shares; 2025Q1: 8,895 shares; 2025Q2: 8,895 shares; 2025Q3: 8,895 shares 8,895 $380K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares 873 $380K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,171 shares 6,171 $380K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,825 shares 2,825 $379K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 12,156 shares; 2025Q1: 22,149 shares; 2025Q2: 11,302 shares; 2025Q3: 7,672 shares 7,672 $376K <0.01% -3,630 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 995 shares; 2025Q1: 1,008 shares; 2025Q2: 1,009 shares; 2025Q3: 788 shares 788 $375K <0.01% -221 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,112 shares 3,112 $373K <0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,435 shares; 2025Q2: 1,769 shares; 2025Q3: 1,676 shares 1,676 $372K <0.01% -93 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: not reported; 2024Q4: 1,461 shares; 2025Q1: 1,532 shares; 2025Q2: 1,309 shares; 2025Q3: 872 shares 872 $372K <0.01% -437 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,433 shares; 2025Q1: 16,135 shares; 2025Q2: 16,315 shares; 2025Q3: 16,321 shares 16,321 $372K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,678 shares; 2025Q3: 7,089 shares 7,089 $371K <0.01% +1,411 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 9,160 shares 9,160 $371K <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,554 shares; 2025Q2: 1,637 shares; 2025Q3: 1,786 shares 1,786 $370K <0.01% +149 Timeline SMID SMITH MIDLAND CORP More: the full row for SMITH MIDLAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,003 shares 10,003 $369K <0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,051 shares; 2024Q4: 54,049 shares; 2025Q1: 46,147 shares; 2025Q2: 44,283 shares; 2025Q3: 42,112 shares 42,112 $369K <0.01% -2,171 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: not reported; 2024Q4: 2,589 shares; 2025Q1: 2,543 shares; 2025Q2: 2,742 shares; 2025Q3: 3,396 shares 3,396 $369K <0.01% +654 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,388 shares; 2025Q1: 30,067 shares; 2025Q2: 30,145 shares; 2025Q3: 31,670 shares 31,670 $367K <0.01% +1,525 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,257 shares; 2025Q1: 4,747 shares; 2025Q2: 4,859 shares; 2025Q3: 4,928 shares 4,928 $367K <0.01% +69 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 6,874 shares; 2025Q1: 7,999 shares; 2025Q2: 7,804 shares; 2025Q3: 9,543 shares 9,543 $366K <0.01% +1,739 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 4,492 shares; 2025Q3: 4,416 shares 4,416 $366K <0.01% -76 Timeline SER SERINA THERAPEUTICS INC More: the full row for SERINA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,492 shares; 2024Q4: 67,492 shares; 2025Q1: 67,492 shares; 2025Q2: 67,492 shares; 2025Q3: 67,492 shares 67,492 $362K <0.01% 0 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 6,927 shares; 2025Q1: 6,677 shares; 2025Q2: 7,372 shares; 2025Q3: 8,119 shares 8,119 $361K <0.01% +747 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 2,832 shares 2,832 $360K <0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,383 shares; 2025Q1: 12,181 shares; 2025Q2: 13,733 shares; 2025Q3: 21,106 shares 21,106 $359K <0.01% +7,373 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,914 shares; 2025Q1: 9,136 shares; 2025Q2: 8,228 shares; 2025Q3: 8,228 shares 8,228 $358K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,534 shares; 2025Q1: 2,031 shares; 2025Q2: 2,081 shares; 2025Q3: 2,018 shares 2,018 $358K <0.01% -63 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 353 shares; 2025Q2: 480 shares; 2025Q3: 762 shares 762 $356K <0.01% +282 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 836 shares; 2025Q1: 1,044 shares; 2025Q2: 1,139 shares; 2025Q3: 1,367 shares 1,367 $356K <0.01% +228 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: not reported; 2024Q4: 3,146 shares; 2025Q1: 4,726 shares; 2025Q2: 4,827 shares; 2025Q3: 4,258 shares 4,258 $355K <0.01% -569 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,363 shares; 2024Q4: 24,707 shares; 2025Q1: 30,644 shares; 2025Q2: 28,147 shares; 2025Q3: 27,743 shares 27,743 $355K <0.01% -404 Timeline XOP 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: 2,211 shares; 2025Q1: 2,102 shares; 2025Q2: 1,885 shares; 2025Q3: 2,686 shares 2,686 $355K <0.01% +801 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,130 shares; 2025Q1: 10,993 shares; 2025Q2: 11,139 shares; 2025Q3: 11,297 shares 11,297 $348K <0.01% +158 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,909 shares 39,909 $348K <0.01% new Timeline FYT 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: not reported; 2024Q4: 4,507 shares; 2025Q1: 4,657 shares; 2025Q2: 4,914 shares; 2025Q3: 6,214 shares 6,214 $347K <0.01% +1,300 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,371 shares; 2025Q1: 2,463 shares; 2025Q2: 2,514 shares; 2025Q3: 2,720 shares 2,720 $345K <0.01% +206 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,293 shares; 2025Q2: 10,984 shares; 2025Q3: 14,584 shares 14,584 $345K <0.01% +3,600 Timeline BSCW 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: 12,674 shares; 2024Q4: 14,874 shares; 2025Q1: 15,748 shares; 2025Q2: 16,349 shares; 2025Q3: 16,384 shares 16,384 $342K <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: 1,519 shares; 2024Q4: 1,607 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,711 shares 1,711 $341K <0.01% +45 Timeline SUSB 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: 14,050 shares; 2025Q2: 13,450 shares; 2025Q3: 13,481 shares 13,481 $341K <0.01% +31 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: 1,118 shares; 2024Q4: 1,121 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,215 shares 1,215 $340K <0.01% +75 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,110 shares; 2025Q1: 4,138 shares; 2025Q2: 4,150 shares; 2025Q3: 3,779 shares 3,779 $339K <0.01% -371 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,903 shares; 2025Q1: 10,903 shares; 2025Q2: 10,812 shares; 2025Q3: 11,967 shares 11,967 $339K <0.01% +1,155 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,659 shares; 2025Q1: 1,693 shares; 2025Q2: 1,688 shares; 2025Q3: 1,700 shares 1,700 $336K <0.01% +12 Timeline RSPT 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: 8,834 shares; 2025Q3: 7,519 shares 7,519 $335K <0.01% -1,315 Timeline BSCX 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: 11,509 shares; 2024Q4: 14,079 shares; 2025Q1: 14,940 shares; 2025Q2: 15,532 shares; 2025Q3: 15,566 shares 15,566 $334K <0.01% +34 Timeline REGL 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: 3,199 shares; 2024Q4: 3,570 shares; 2025Q1: 3,900 shares; 2025Q2: 3,901 shares; 2025Q3: 3,901 shares 3,901 $333K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,839 shares; 2024Q4: 10,918 shares; 2025Q1: 7,729 shares; 2025Q2: 7,977 shares; 2025Q3: 4,327 shares 4,327 $332K <0.01% -3,650 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: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares; 2025Q2: 3,030 shares; 2025Q3: 3,176 shares 3,176 $332K <0.01% +146 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,003 shares 8,003 $331K <0.01% new 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: 3,268 shares; 2024Q4: 3,854 shares; 2025Q1: 2,813 shares; 2025Q2: 2,545 shares; 2025Q3: 2,539 shares 2,539 $329K <0.01% -6 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: 3,499 shares; 2025Q3: 4,526 shares 4,526 $329K <0.01% +1,027 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,335 shares; 2025Q3: 4,877 shares 4,877 $328K <0.01% +542 Timeline