SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395,037 shares; 2024Q4: 3,605,020 shares; 2025Q1: 3,763,062 shares; 2025Q2: 4,299,447 shares; 2025Q3: 4,294,814 shares 4,294,814 $336M 7.01% -4,633 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148,663 shares; 2024Q4: 2,191,824 shares; 2025Q1: 2,173,356 shares; 2025Q2: 2,603,310 shares; 2025Q3: 2,625,535 shares 2,625,535 $212M 4.41% +22,225 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,428 shares; 2024Q4: 348,085 shares; 2025Q1: 370,702 shares; 2025Q2: 376,386 shares; 2025Q3: 366,582 shares 366,582 $120M 2.51% -9,804 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,971 shares; 2024Q4: 173,363 shares; 2025Q1: 172,568 shares; 2025Q2: 173,976 shares; 2025Q3: 173,679 shares 173,679 $116M 2.41% -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: 830,550 shares; 2024Q4: 898,882 shares; 2025Q1: 933,682 shares; 2025Q2: 1,023,587 shares; 2025Q3: 1,061,967 shares 1,061,967 $110M 2.29% +38,380 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,756 shares; 2024Q4: 125,529 shares; 2025Q1: 109,172 shares; 2025Q2: 145,195 shares; 2025Q3: 151,389 shares 151,389 $92.7M 1.93% +6,194 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,699 shares; 2024Q4: 420,525 shares; 2025Q1: 413,133 shares; 2025Q2: 430,802 shares; 2025Q3: 426,152 shares 426,152 $79.5M 1.66% -4,650 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234,949 shares; 2024Q4: 1,327,012 shares; 2025Q1: 1,380,729 shares; 2025Q2: 1,629,859 shares; 2025Q3: 1,643,666 shares 1,643,666 $76.1M 1.59% +13,807 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,445 shares; 2024Q4: 1,078,366 shares; 2025Q1: 1,147,484 shares; 2025Q2: 1,325,768 shares; 2025Q3: 1,439,111 shares 1,439,111 $66.5M 1.39% +113,343 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,604 shares; 2024Q4: 567,910 shares; 2025Q1: 618,178 shares; 2025Q2: 636,093 shares; 2025Q3: 686,121 shares 686,121 $66.2M 1.38% +50,028 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222,984 shares; 2024Q4: 2,408,625 shares; 2025Q1: 2,223,854 shares; 2025Q2: 2,385,485 shares; 2025Q3: 2,502,698 shares 2,502,698 $64.7M 1.35% +117,213 Timeline SPMD 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: 852,189 shares; 2024Q4: 893,367 shares; 2025Q1: 937,683 shares; 2025Q2: 1,031,994 shares; 2025Q3: 1,063,336 shares 1,063,336 $60.8M 1.27% +31,342 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,973 shares; 2024Q4: 95,403 shares; 2025Q1: 89,504 shares; 2025Q2: 105,862 shares; 2025Q3: 98,135 shares 98,135 $58.9M 1.23% -7,727 Timeline DFAC 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: 665,976 shares; 2024Q4: 706,932 shares; 2025Q1: 1,388,868 shares; 2025Q2: 1,428,736 shares; 2025Q3: 1,519,111 shares 1,519,111 $58.6M 1.22% +90,375 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,946 shares; 2024Q4: 214,610 shares; 2025Q1: 215,700 shares; 2025Q2: 224,975 shares; 2025Q3: 224,053 shares 224,053 $57.1M 1.19% -922 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769,096 shares; 2024Q4: 907,031 shares; 2025Q1: 1,086,172 shares; 2025Q2: 1,188,093 shares; 2025Q3: 1,265,635 shares 1,265,635 $54.2M 1.13% +77,542 Timeline NTSX 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: 885,368 shares; 2024Q4: 905,034 shares; 2025Q1: 904,188 shares; 2025Q2: 920,204 shares; 2025Q3: 941,315 shares 941,315 $50.8M 1.06% +21,111 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,940 shares; 2024Q4: 93,654 shares; 2025Q1: 91,872 shares; 2025Q2: 95,565 shares; 2025Q3: 96,001 shares 96,001 $49.7M 1.04% +436 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,037 shares; 2024Q4: 565,380 shares; 2025Q1: 553,978 shares; 2025Q2: 418,829 shares; 2025Q3: 466,899 shares 466,899 $49.7M 1.04% +48,070 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: 444,690 shares; 2024Q4: 491,212 shares; 2025Q1: 536,487 shares; 2025Q2: 862,641 shares; 2025Q3: 1,144,036 shares 1,144,036 $48.1M 1% +281,395 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,487 shares; 2024Q4: 41,135 shares; 2025Q1: 59,700 shares; 2025Q2: 63,783 shares; 2025Q3: 65,195 shares 65,195 $43.6M 0.91% +1,412 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,710 shares; 2024Q4: 1,409,906 shares; 2025Q1: 1,468,080 shares; 2025Q2: 1,479,211 shares; 2025Q3: 1,563,992 shares 1,563,992 $42.7M 0.89% +84,781 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860,568 shares; 2024Q4: 908,484 shares; 2025Q1: 880,007 shares; 2025Q2: 947,838 shares; 2025Q3: 969,294 shares 969,294 $42.6M 0.89% +21,456 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,187 shares; 2024Q4: 334,026 shares; 2025Q1: 376,256 shares; 2025Q2: 399,185 shares; 2025Q3: 418,656 shares 418,656 $42M 0.87% +19,471 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,433 shares; 2024Q4: 561,225 shares; 2025Q1: 547,124 shares; 2025Q2: 624,076 shares; 2025Q3: 608,053 shares 608,053 $36.4M 0.76% -16,023 Timeline SCHP 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: 512,486 shares; 2024Q4: 1,044,697 shares; 2025Q1: 934,575 shares; 2025Q2: 1,141,633 shares; 2025Q3: 1,289,930 shares 1,289,930 $34.8M 0.72% +148,297 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,300 shares; 2024Q4: 679,868 shares; 2025Q1: 692,843 shares; 2025Q2: 703,585 shares; 2025Q3: 733,543 shares 733,543 $34.1M 0.71% +29,958 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,377 shares; 2024Q4: 521,261 shares; 2025Q1: 538,660 shares; 2025Q2: 536,889 shares; 2025Q3: 550,402 shares 550,402 $31.6M 0.66% +13,513 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: 496,968 shares; 2024Q4: 562,212 shares; 2025Q1: 589,603 shares; 2025Q2: 657,896 shares; 2025Q3: 654,631 shares 654,631 $31.6M 0.66% -3,265 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,471 shares; 2024Q4: 131,991 shares; 2025Q1: 124,518 shares; 2025Q2: 240,820 shares; 2025Q3: 315,585 shares 315,585 $31.4M 0.65% +74,765 Timeline SCZ 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: 297,399 shares; 2024Q4: 321,864 shares; 2025Q1: 340,228 shares; 2025Q2: 395,017 shares; 2025Q3: 393,932 shares 393,932 $30.2M 0.63% -1,085 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,795 shares; 2024Q4: 259,554 shares; 2025Q1: 200,811 shares; 2025Q2: 240,184 shares; 2025Q3: 248,145 shares 248,145 $29.5M 0.61% +7,961 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: 306,829 shares; 2024Q4: 293,749 shares; 2025Q1: 416,343 shares; 2025Q2: 631,414 shares; 2025Q3: 586,785 shares 586,785 $26.7M 0.56% -44,629 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,855 shares; 2024Q4: 807,921 shares; 2025Q1: 980,020 shares; 2025Q2: 1,062,464 shares; 2025Q3: 1,115,830 shares 1,115,830 $26.2M 0.55% +53,366 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,096 shares; 2024Q4: 363,276 shares; 2025Q1: 300,305 shares; 2025Q2: 345,128 shares; 2025Q3: 340,199 shares 340,199 $24.3M 0.51% -4,929 Timeline DFIC 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: 128,476 shares; 2024Q4: 119,709 shares; 2025Q1: 734,806 shares; 2025Q2: 728,414 shares; 2025Q3: 739,834 shares 739,834 $24.3M 0.51% +11,420 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,535 shares; 2024Q4: 80,611 shares; 2025Q1: 84,538 shares; 2025Q2: 109,846 shares; 2025Q3: 112,262 shares 112,262 $24.2M 0.5% +2,416 Timeline JPIE 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: 197,074 shares; 2024Q4: 208,167 shares; 2025Q1: 430,713 shares; 2025Q2: 482,877 shares; 2025Q3: 514,016 shares 514,016 $23.9M 0.5% +31,139 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,175 shares; 2024Q4: 134,920 shares; 2025Q1: 136,235 shares; 2025Q2: 121,912 shares; 2025Q3: 122,997 shares 122,997 $22.9M 0.48% +1,085 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,363 shares; 2024Q4: 88,253 shares; 2025Q1: 90,435 shares; 2025Q2: 99,702 shares; 2025Q3: 103,197 shares 103,197 $22.7M 0.47% +3,495 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: 668,356 shares; 2024Q4: 695,733 shares; 2025Q1: 922,002 shares; 2025Q2: 970,098 shares; 2025Q3: 1,077,907 shares 1,077,907 $22.6M 0.47% +107,809 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,902 shares; 2024Q4: 107,818 shares; 2025Q1: 36,101 shares; 2025Q2: 80,605 shares; 2025Q3: 78,616 shares 78,616 $21.5M 0.45% -1,989 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: 173,931 shares; 2024Q4: 164,749 shares; 2025Q1: 168,179 shares; 2025Q2: 182,430 shares; 2025Q3: 187,916 shares 187,916 $21.4M 0.44% +5,486 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,848 shares; 2024Q4: 109,656 shares; 2025Q1: 108,341 shares; 2025Q2: 149,110 shares; 2025Q3: 153,458 shares 153,458 $21.1M 0.44% +4,348 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,194 shares; 2024Q4: 182,934 shares; 2025Q1: 190,484 shares; 2025Q2: 205,235 shares; 2025Q3: 211,306 shares 211,306 $20.9M 0.44% +6,071 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,124 shares; 2024Q4: 193,865 shares; 2025Q1: 197,112 shares; 2025Q2: 396,388 shares; 2025Q3: 319,863 shares 319,863 $20.9M 0.43% -76,525 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,427 shares; 2025Q2: 98,301 shares; 2025Q3: 730,390 shares 730,390 $19.6M 0.41% +632,089 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: 537,399 shares; 2024Q4: 557,240 shares; 2025Q1: 608,311 shares; 2025Q2: 627,875 shares; 2025Q3: 653,914 shares 653,914 $19.4M 0.4% +26,039 Timeline SMMD 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: 54,526 shares; 2024Q4: 83,939 shares; 2025Q1: 63,892 shares; 2025Q2: 180,047 shares; 2025Q3: 250,410 shares 250,410 $18.5M 0.38% +70,363 Timeline XT 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: 164,071 shares; 2024Q4: 167,263 shares; 2025Q1: 162,929 shares; 2025Q2: 243,773 shares; 2025Q3: 247,147 shares 247,147 $17.8M 0.37% +3,374 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,217 shares; 2024Q4: 52,520 shares; 2025Q1: 52,405 shares; 2025Q2: 55,485 shares; 2025Q3: 55,992 shares 55,992 $17.7M 0.37% +507 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,136 shares; 2024Q4: 120,087 shares; 2025Q1: 124,240 shares; 2025Q2: 123,208 shares; 2025Q3: 122,839 shares 122,839 $17.3M 0.36% -369 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,681 shares; 2024Q4: 33,237 shares; 2025Q1: 36,412 shares; 2025Q2: 42,173 shares; 2025Q3: 69,674 shares 69,674 $17.2M 0.36% +27,501 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,831 shares; 2024Q4: 28,083 shares; 2025Q1: 27,652 shares; 2025Q2: 35,128 shares; 2025Q3: 35,664 shares 35,664 $17.1M 0.36% +536 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,998 shares; 2024Q4: 49,738 shares; 2025Q1: 52,502 shares; 2025Q2: 164,990 shares; 2025Q3: 184,505 shares 184,505 $16.5M 0.34% +19,515 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,812 shares; 2024Q4: 26,654 shares; 2025Q1: 39,510 shares; 2025Q2: 46,149 shares; 2025Q3: 45,042 shares 45,042 $16.5M 0.34% -1,107 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,565 shares; 2024Q4: 40,907 shares; 2025Q1: 46,072 shares; 2025Q2: 54,673 shares; 2025Q3: 55,509 shares 55,509 $16.3M 0.34% +836 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,079 shares; 2024Q4: 432,418 shares; 2025Q1: 470,620 shares; 2025Q2: 467,315 shares; 2025Q3: 491,952 shares 491,952 $16.1M 0.34% +24,637 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,290 shares; 2024Q4: 43,460 shares; 2025Q1: 45,398 shares; 2025Q2: 48,134 shares; 2025Q3: 48,556 shares 48,556 $16M 0.33% +422 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,137 shares; 2024Q4: 80,785 shares; 2025Q1: 91,061 shares; 2025Q2: 96,204 shares; 2025Q3: 84,245 shares 84,245 $16M 0.33% -11,959 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,528 shares; 2024Q4: 234,438 shares; 2025Q1: 243,748 shares; 2025Q2: 282,659 shares; 2025Q3: 275,675 shares 275,675 $15.7M 0.33% -6,984 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,368 shares; 2024Q4: 576,617 shares; 2025Q1: 601,883 shares; 2025Q2: 677,934 shares; 2025Q3: 492,489 shares 492,489 $15.7M 0.33% -185,445 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,479 shares; 2024Q4: 36,528 shares; 2025Q1: 36,607 shares; 2025Q2: 38,028 shares; 2025Q3: 38,143 shares 38,143 $15.5M 0.32% +115 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,162 shares; 2024Q4: 9,411 shares; 2025Q1: 11,628 shares; 2025Q2: 31,394 shares; 2025Q3: 152,093 shares 152,093 $15.3M 0.32% +120,699 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,157 shares; 2024Q4: 182,760 shares; 2025Q1: 167,825 shares; 2025Q2: 165,396 shares; 2025Q3: 167,211 shares 167,211 $15.3M 0.32% +1,815 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,563 shares; 2024Q4: 54,758 shares; 2025Q1: 56,875 shares; 2025Q2: 61,121 shares; 2025Q3: 62,589 shares 62,589 $15.2M 0.32% +1,468 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: 187,600 shares; 2024Q4: 208,172 shares; 2025Q1: 206,764 shares; 2025Q2: 219,985 shares; 2025Q3: 223,942 shares 223,942 $15.1M 0.31% +3,957 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,109 shares; 2024Q4: 466,290 shares; 2025Q1: 499,144 shares; 2025Q2: 444,514 shares; 2025Q3: 298,782 shares 298,782 $15M 0.31% -145,732 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: 127,354 shares; 2024Q4: 123,431 shares; 2025Q1: 541,704 shares; 2025Q2: 488,158 shares; 2025Q3: 505,526 shares 505,526 $15M 0.31% +17,368 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,779 shares; 2024Q4: 219,009 shares; 2025Q1: 244,193 shares; 2025Q2: 387,422 shares; 2025Q3: 496,717 shares 496,717 $14.7M 0.31% +109,295 Timeline VGLT 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: 98,591 shares; 2024Q4: 106,537 shares; 2025Q1: 114,760 shares; 2025Q2: 206,328 shares; 2025Q3: 257,091 shares 257,091 $14.6M 0.3% +50,763 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,153 shares; 2024Q4: 229,018 shares; 2025Q1: 269,986 shares; 2025Q2: 262,746 shares; 2025Q3: 267,781 shares 267,781 $13.6M 0.28% +5,035 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,665 shares; 2024Q4: 72,350 shares; 2025Q1: 71,056 shares; 2025Q2: 71,452 shares; 2025Q3: 72,290 shares 72,290 $13.4M 0.28% +838 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,126 shares; 2024Q4: 102,142 shares; 2025Q1: 104,597 shares; 2025Q2: 108,418 shares; 2025Q3: 117,736 shares 117,736 $13.3M 0.28% +9,318 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,914 shares; 2024Q4: 36,300 shares; 2025Q1: 36,563 shares; 2025Q2: 37,601 shares; 2025Q3: 38,072 shares 38,072 $13M 0.27% +471 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,708 shares; 2024Q4: 25,170 shares; 2025Q1: 25,136 shares; 2025Q2: 25,686 shares; 2025Q3: 25,766 shares 25,766 $13M 0.27% +80 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,977 shares; 2024Q4: 119,447 shares; 2025Q1: 230,682 shares; 2025Q2: 240,816 shares; 2025Q3: 251,357 shares 251,357 $12.5M 0.26% +10,541 Timeline NTSI 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: 242,553 shares; 2024Q4: 279,579 shares; 2025Q1: 283,209 shares; 2025Q2: 281,979 shares; 2025Q3: 288,730 shares 288,730 $12.3M 0.26% +6,751 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,324 shares; 2024Q4: 100,932 shares; 2025Q1: 100,288 shares; 2025Q2: 102,676 shares; 2025Q3: 116,826 shares 116,826 $12.2M 0.25% +14,150 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: 59,925 shares; 2024Q4: 58,800 shares; 2025Q1: 57,106 shares; 2025Q2: 53,873 shares; 2025Q3: 158,628 shares 158,628 $12.1M 0.25% +104,755 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,742 shares; 2025Q3: 480,464 shares 480,464 $12.1M 0.25% +461,722 Timeline QUAL 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: 59,784 shares; 2024Q4: 57,838 shares; 2025Q1: 57,139 shares; 2025Q2: 60,750 shares; 2025Q3: 61,559 shares 61,559 $12M 0.25% +809 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,745 shares; 2024Q4: 336,719 shares; 2025Q1: 381,558 shares; 2025Q2: 437,070 shares; 2025Q3: 516,607 shares 516,607 $11.7M 0.24% +79,537 Timeline SDVY 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: 143,842 shares; 2024Q4: 193,114 shares; 2025Q1: 261,026 shares; 2025Q2: 270,260 shares; 2025Q3: 308,326 shares 308,326 $11.7M 0.24% +38,066 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,521 shares; 2024Q4: 97,705 shares; 2025Q1: 115,489 shares; 2025Q2: 260,258 shares; 2025Q3: 373,897 shares 373,897 $11.7M 0.24% +113,639 Timeline TBLL 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: 58,916 shares; 2024Q4: 83,813 shares; 2025Q1: 92,593 shares; 2025Q2: 112,576 shares; 2025Q3: 108,723 shares 108,723 $11.5M 0.24% -3,853 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,054 shares; 2024Q4: 35,072 shares; 2025Q1: 38,341 shares; 2025Q2: 40,375 shares; 2025Q3: 40,616 shares 40,616 $11.4M 0.24% +241 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,639 shares; 2024Q4: 14,169 shares; 2025Q1: 13,897 shares; 2025Q2: 14,898 shares; 2025Q3: 15,500 shares 15,500 $11.4M 0.24% +602 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,217 shares; 2024Q4: 87,481 shares; 2025Q1: 87,847 shares; 2025Q2: 104,694 shares; 2025Q3: 118,316 shares 118,316 $11M 0.23% +13,622 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,445 shares; 2024Q4: 354,102 shares; 2025Q1: 349,481 shares; 2025Q2: 424,364 shares; 2025Q3: 418,315 shares 418,315 $11M 0.23% -6,049 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,708 shares; 2024Q4: 27,158 shares; 2025Q1: 28,685 shares; 2025Q2: 37,235 shares; 2025Q3: 39,086 shares 39,086 $11M 0.23% +1,851 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,497 shares; 2024Q4: 221,873 shares; 2025Q1: 192,474 shares; 2025Q2: 195,667 shares; 2025Q3: 211,087 shares 211,087 $11M 0.23% +15,420 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,336 shares; 2024Q4: 105,254 shares; 2025Q1: 135,864 shares; 2025Q2: 186,440 shares; 2025Q3: 217,559 shares 217,559 $10.9M 0.23% +31,119 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337,108 shares; 2025Q3: 375,840 shares 375,840 $10.8M 0.23% +38,732 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,167 shares; 2024Q4: 233,757 shares; 2025Q1: 234,512 shares; 2025Q2: 264,366 shares; 2025Q3: 271,610 shares 271,610 $10.7M 0.22% +7,244 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,291 shares; 2024Q4: 43,238 shares; 2025Q1: 43,902 shares; 2025Q2: 46,005 shares; 2025Q3: 46,312 shares 46,312 $10.7M 0.22% +307 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,788 shares; 2024Q4: 98,056 shares; 2025Q1: 111,791 shares; 2025Q2: 114,299 shares; 2025Q3: 117,266 shares 117,266 $10.4M 0.22% +2,967 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,051 shares; 2024Q4: 23,670 shares; 2025Q1: 24,855 shares; 2025Q2: 51,488 shares; 2025Q3: 50,017 shares 50,017 $10.2M 0.21% -1,471 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,230 shares; 2024Q4: 15,413 shares; 2025Q1: 16,699 shares; 2025Q2: 21,336 shares; 2025Q3: 21,627 shares 21,627 $10.1M 0.21% +291 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,182 shares; 2024Q4: 117,564 shares; 2025Q1: 129,430 shares; 2025Q2: 206,427 shares; 2025Q3: 209,140 shares 209,140 $9.96M 0.21% +2,713 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,855 shares; 2024Q4: 253,390 shares; 2025Q1: 230,704 shares; 2025Q2: 211,369 shares; 2025Q3: 216,618 shares 216,618 $9.9M 0.21% +5,249 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,845 shares; 2024Q4: 31,903 shares; 2025Q1: 35,883 shares; 2025Q2: 42,243 shares; 2025Q3: 40,166 shares 40,166 $9.78M 0.2% -2,077 Timeline SPYV 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: 212,794 shares; 2024Q4: 214,727 shares; 2025Q1: 229,044 shares; 2025Q2: 257,796 shares; 2025Q3: 174,288 shares 174,288 $9.64M 0.2% -83,508 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,686 shares; 2024Q4: 169,717 shares; 2025Q1: 75,608 shares; 2025Q2: 159,001 shares; 2025Q3: 170,395 shares 170,395 $9.56M 0.2% +11,394 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,507 shares; 2024Q4: 18,701 shares; 2025Q1: 20,330 shares; 2025Q2: 24,983 shares; 2025Q3: 26,783 shares 26,783 $9.52M 0.2% +1,800 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,297 shares; 2024Q4: 131,195 shares; 2025Q1: 131,622 shares; 2025Q2: 137,468 shares; 2025Q3: 138,492 shares 138,492 $9.48M 0.2% +1,024 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,043 shares; 2024Q4: 13,054 shares; 2025Q1: 16,154 shares; 2025Q2: 20,780 shares; 2025Q3: 21,308 shares 21,308 $9.48M 0.2% +528 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: 93,926 shares; 2024Q4: 95,096 shares; 2025Q1: 91,658 shares; 2025Q2: 97,806 shares; 2025Q3: 100,010 shares 100,010 $9.43M 0.2% +2,204 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,028 shares; 2024Q4: 20,921 shares; 2025Q1: 28,379 shares; 2025Q2: 37,474 shares; 2025Q3: 36,516 shares 36,516 $9.29M 0.19% -958 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,827 shares; 2024Q4: 87,407 shares; 2025Q1: 112,263 shares; 2025Q2: 119,823 shares; 2025Q3: 134,722 shares 134,722 $9.06M 0.19% +14,899 Timeline GDE 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: 191,659 shares; 2024Q4: 177,767 shares; 2025Q1: 172,701 shares; 2025Q2: 164,236 shares; 2025Q3: 155,134 shares 155,134 $8.91M 0.19% -9,102 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 4,927 shares; 2025Q1: 4,319 shares; 2025Q2: 27,436 shares; 2025Q3: 27,201 shares 27,201 $8.88M 0.18% -235 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,025 shares; 2024Q4: 131,734 shares; 2025Q1: 131,058 shares; 2025Q2: 131,475 shares; 2025Q3: 130,541 shares 130,541 $8.85M 0.18% -934 Timeline GSIE 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: 183,761 shares; 2024Q4: 194,795 shares; 2025Q1: 213,313 shares; 2025Q2: 217,451 shares; 2025Q3: 214,834 shares 214,834 $8.83M 0.18% -2,617 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,676 shares; 2024Q4: 55,450 shares; 2025Q1: 55,397 shares; 2025Q2: 62,175 shares; 2025Q3: 72,883 shares 72,883 $8.6M 0.18% +10,708 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,089 shares; 2024Q4: 338,334 shares; 2025Q1: 362,845 shares; 2025Q2: 399,155 shares; 2025Q3: 415,808 shares 415,808 $8.23M 0.17% +16,653 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,215 shares; 2024Q4: 167,145 shares; 2025Q1: 188,896 shares; 2025Q2: 179,538 shares; 2025Q3: 184,566 shares 184,566 $8.08M 0.17% +5,028 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,252 shares; 2024Q4: 9,744 shares; 2025Q1: 10,573 shares; 2025Q2: 10,390 shares; 2025Q3: 10,516 shares 10,516 $8.02M 0.17% +126 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: 149,206 shares; 2024Q4: 176,402 shares; 2025Q1: 159,663 shares; 2025Q2: 145,814 shares; 2025Q3: 150,728 shares 150,728 $7.96M 0.17% +4,914 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 7,315 shares; 2025Q1: 7,171 shares; 2025Q2: 8,112 shares; 2025Q3: 8,296 shares 8,296 $7.68M 0.16% +184 Timeline RWL 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: 41,868 shares; 2024Q4: 58,133 shares; 2025Q1: 60,978 shares; 2025Q2: 52,563 shares; 2025Q3: 67,958 shares 67,958 $7.52M 0.16% +15,395 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,482 shares; 2024Q4: 71,979 shares; 2025Q1: 71,242 shares; 2025Q2: 72,185 shares; 2025Q3: 72,625 shares 72,625 $7.48M 0.16% +440 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,974 shares; 2024Q4: 78,432 shares; 2025Q1: 76,847 shares; 2025Q2: 59,725 shares; 2025Q3: 84,644 shares 84,644 $7.39M 0.15% +24,919 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,871 shares; 2025Q1: 7,946 shares; 2025Q2: 9,612 shares; 2025Q3: 9,781 shares 9,781 $7.3M 0.15% +169 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,616 shares; 2024Q4: 14,830 shares; 2025Q1: 14,585 shares; 2025Q2: 15,298 shares; 2025Q3: 15,273 shares 15,273 $7.29M 0.15% -25 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,493 shares; 2024Q4: 137,736 shares; 2025Q1: 186,499 shares; 2025Q2: 191,962 shares; 2025Q3: 199,634 shares 199,634 $7.25M 0.15% +7,672 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,716 shares; 2024Q4: 88,701 shares; 2025Q1: 104,301 shares; 2025Q2: 120,495 shares; 2025Q3: 124,196 shares 124,196 $7.14M 0.15% +3,701 Timeline XMHQ 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: 55,209 shares; 2024Q4: 67,463 shares; 2025Q1: 55,038 shares; 2025Q2: 66,528 shares; 2025Q3: 68,046 shares 68,046 $7.14M 0.15% +1,518 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: not reported; 2025Q1: 54,652 shares; 2025Q2: 54,775 shares; 2025Q3: 52,881 shares 52,881 $7.08M 0.15% -1,894 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 251,545 shares 251,545 $6.91M 0.14% new 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: not reported; 2024Q4: 2,604 shares; 2025Q1: 28,785 shares; 2025Q2: 42,183 shares; 2025Q3: 44,923 shares 44,923 $6.79M 0.14% +2,740 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: 27,920 shares; 2024Q4: 27,521 shares; 2025Q1: 29,607 shares; 2025Q2: 27,816 shares; 2025Q3: 40,927 shares 40,927 $6.73M 0.14% +13,111 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,041 shares; 2024Q4: 42,831 shares; 2025Q1: 42,599 shares; 2025Q2: 43,810 shares; 2025Q3: 43,561 shares 43,561 $6.72M 0.14% -249 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276,896 shares; 2025Q3: 154,017 shares 154,017 $6.69M 0.14% -122,879 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,304 shares; 2025Q3: 54,942 shares 54,942 $6.65M 0.14% +23,638 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,545 shares; 2025Q1: 78,423 shares; 2025Q2: 77,465 shares; 2025Q3: 82,535 shares 82,535 $6.46M 0.13% +5,070 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,944 shares; 2024Q4: 195,426 shares; 2025Q1: 200,336 shares; 2025Q2: 216,377 shares; 2025Q3: 234,546 shares 234,546 $6.4M 0.13% +18,169 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: 72,738 shares; 2024Q4: 70,507 shares; 2025Q1: 69,159 shares; 2025Q2: 90,049 shares; 2025Q3: 68,794 shares 68,794 $6.31M 0.13% -21,255 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,547 shares; 2024Q4: 18,608 shares; 2025Q1: 19,030 shares; 2025Q2: 21,072 shares; 2025Q3: 22,083 shares 22,083 $6.23M 0.13% +1,011 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,343 shares; 2024Q4: 73,104 shares; 2025Q1: 64,261 shares; 2025Q2: 49,097 shares; 2025Q3: 58,023 shares 58,023 $6.2M 0.13% +8,926 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,234 shares; 2024Q4: 41,942 shares; 2025Q1: 48,223 shares; 2025Q2: 51,194 shares; 2025Q3: 48,615 shares 48,615 $6.12M 0.13% -2,579 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $6.03M 0.13% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,578 shares; 2024Q4: 74,729 shares; 2025Q1: 79,471 shares; 2025Q2: 86,552 shares; 2025Q3: 88,043 shares 88,043 $6.02M 0.13% +1,491 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,342 shares; 2024Q4: 262,079 shares; 2025Q1: 267,788 shares; 2025Q2: 159,290 shares; 2025Q3: 153,758 shares 153,758 $5.99M 0.12% -5,532 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,994 shares; 2024Q4: 59,216 shares; 2025Q1: 69,402 shares; 2025Q2: 73,861 shares; 2025Q3: 70,675 shares 70,675 $5.98M 0.12% -3,186 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: 5,508 shares; 2024Q4: 5,552 shares; 2025Q1: 5,756 shares; 2025Q2: 6,325 shares; 2025Q3: 6,386 shares 6,386 $5.88M 0.12% +61 Timeline AVXC 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: 71,756 shares; 2025Q2: 71,438 shares; 2025Q3: 96,208 shares 96,208 $5.77M 0.12% +24,770 Timeline RWR 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: 3,562 shares; 2024Q4: 10,506 shares; 2025Q1: 17,172 shares; 2025Q2: 42,086 shares; 2025Q3: 57,268 shares 57,268 $5.74M 0.12% +15,182 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 10,519 shares; 2025Q1: 10,833 shares; 2025Q2: 10,891 shares; 2025Q3: 11,470 shares 11,470 $5.73M 0.12% +579 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,523 shares; 2025Q2: 165,258 shares; 2025Q3: 78,748 shares 78,748 $5.7M 0.12% -86,510 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,589 shares; 2024Q4: 25,519 shares; 2025Q1: 24,191 shares; 2025Q2: 30,961 shares; 2025Q3: 31,188 shares 31,188 $5.69M 0.12% +227 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: 27,915 shares; 2024Q4: 28,619 shares; 2025Q1: 28,939 shares; 2025Q2: 29,160 shares; 2025Q3: 28,873 shares 28,873 $5.65M 0.12% -287 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,106 shares; 2024Q4: 53,852 shares; 2025Q1: 52,901 shares; 2025Q2: 59,056 shares; 2025Q3: 59,117 shares 59,117 $5.6M 0.12% +61 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: 8,593 shares; 2024Q4: 8,390 shares; 2025Q1: 8,390 shares; 2025Q2: 203,814 shares; 2025Q3: 225,190 shares 225,190 $5.56M 0.12% +21,376 Timeline QQQJ 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: 129,548 shares; 2024Q4: 132,993 shares; 2025Q1: 134,665 shares; 2025Q2: 151,578 shares; 2025Q3: 154,787 shares 154,787 $5.54M 0.12% +3,209 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,602 shares; 2024Q4: 33,414 shares; 2025Q1: 34,551 shares; 2025Q2: 35,723 shares; 2025Q3: 35,866 shares 35,866 $5.51M 0.11% +143 Timeline IGLB 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: 94,166 shares; 2024Q4: 100,010 shares; 2025Q1: 99,700 shares; 2025Q2: 101,693 shares; 2025Q3: 106,875 shares 106,875 $5.51M 0.11% +5,182 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,871 shares; 2024Q4: 35,806 shares; 2025Q1: 35,563 shares; 2025Q2: 52,156 shares; 2025Q3: 66,606 shares 66,606 $5.5M 0.11% +14,450 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,693 shares; 2024Q4: 26,659 shares; 2025Q1: 28,303 shares; 2025Q2: 34,293 shares; 2025Q3: 35,031 shares 35,031 $5.44M 0.11% +738 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,776 shares; 2024Q4: 29,361 shares; 2025Q1: 42,419 shares; 2025Q2: 47,072 shares; 2025Q3: 48,138 shares 48,138 $5.41M 0.11% +1,066 Timeline FVD 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: 152,702 shares; 2024Q4: 134,220 shares; 2025Q1: 117,091 shares; 2025Q2: 115,023 shares; 2025Q3: 116,335 shares 116,335 $5.38M 0.11% +1,312 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,513 shares; 2025Q3: 105,101 shares 105,101 $5.37M 0.11% +13,588 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: 68,035 shares; 2024Q4: 75,202 shares; 2025Q1: 84,736 shares; 2025Q2: 108,507 shares; 2025Q3: 125,818 shares 125,818 $5.33M 0.11% +17,311 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,063 shares; 2024Q4: 56,215 shares; 2025Q1: 59,774 shares; 2025Q2: 66,886 shares; 2025Q3: 78,301 shares 78,301 $5.33M 0.11% +11,415 Timeline BILS 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: 42,370 shares; 2024Q4: 43,232 shares; 2025Q1: 44,289 shares; 2025Q2: 88,368 shares; 2025Q3: 53,384 shares 53,384 $5.31M 0.11% -34,984 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,815 shares; 2024Q4: 27,774 shares; 2025Q1: 28,202 shares; 2025Q2: 30,043 shares; 2025Q3: 30,726 shares 30,726 $5.25M 0.11% +683 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219,674 shares; 2025Q2: 222,978 shares; 2025Q3: 238,963 shares 238,963 $5.1M 0.11% +15,985 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,642 shares; 2025Q3: 59,970 shares 59,970 $5.1M 0.11% -11,672 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,962 shares; 2024Q4: 58,003 shares; 2025Q1: 61,636 shares; 2025Q2: 60,606 shares; 2025Q3: 60,856 shares 60,856 $5.08M 0.11% +250 Timeline COM 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: 91,602 shares; 2024Q4: 132,017 shares; 2025Q1: 138,712 shares; 2025Q2: 160,066 shares; 2025Q3: 174,271 shares 174,271 $5.01M 0.1% +14,205 Timeline TBIL 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: 165,382 shares; 2024Q4: 260,305 shares; 2025Q1: 389,353 shares; 2025Q2: 324,665 shares; 2025Q3: 97,573 shares 97,573 $4.88M 0.1% -227,092 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,248 shares; 2025Q2: 55,952 shares; 2025Q3: 93,259 shares 93,259 $4.87M 0.1% +37,307 Timeline ARTY 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: 83,373 shares; 2024Q4: 90,057 shares; 2025Q1: 95,921 shares; 2025Q2: 108,011 shares; 2025Q3: 106,108 shares 106,108 $4.86M 0.1% -1,903 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,886 shares; 2025Q3: 108,814 shares 108,814 $4.85M 0.1% +31,928 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,371 shares; 2024Q4: 32,752 shares; 2025Q1: 31,676 shares; 2025Q2: 34,080 shares; 2025Q3: 34,860 shares 34,860 $4.8M 0.1% +780 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,909 shares; 2024Q4: 20,937 shares; 2025Q1: 21,180 shares; 2025Q2: 21,314 shares; 2025Q3: 21,622 shares 21,622 $4.77M 0.1% +308 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: 276,415 shares; 2024Q4: 270,654 shares; 2025Q1: 278,530 shares; 2025Q2: 280,504 shares; 2025Q3: 303,015 shares 303,015 $4.76M 0.1% +22,511 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,363 shares 67,363 $4.75M 0.1% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 16,463 shares; 2025Q1: 22,012 shares; 2025Q2: 22,965 shares; 2025Q3: 22,904 shares 22,904 $4.69M 0.1% -61 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: 41,455 shares; 2024Q4: 44,168 shares; 2025Q1: 99,814 shares; 2025Q2: 107,930 shares; 2025Q3: 108,749 shares 108,749 $4.65M 0.1% +819 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,904 shares; 2024Q4: 188,365 shares; 2025Q1: 180,611 shares; 2025Q2: 179,560 shares; 2025Q3: 179,023 shares 179,023 $4.6M 0.1% -537 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,491 shares; 2024Q4: 40,970 shares; 2025Q1: 37,935 shares; 2025Q2: 36,213 shares; 2025Q3: 34,229 shares 34,229 $4.56M 0.1% -1,984 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,472 shares; 2024Q4: 23,207 shares; 2025Q1: 23,240 shares; 2025Q2: 37,974 shares; 2025Q3: 37,555 shares 37,555 $4.56M 0.09% -419 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,009 shares; 2024Q4: 19,722 shares; 2025Q1: 19,526 shares; 2025Q2: 25,673 shares; 2025Q3: 25,877 shares 25,877 $4.52M 0.09% +204 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,293 shares; 2024Q4: 24,617 shares; 2025Q1: 20,901 shares; 2025Q2: 21,502 shares; 2025Q3: 18,653 shares 18,653 $4.51M 0.09% -2,849 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,578 shares; 2024Q4: 30,712 shares; 2025Q1: 30,604 shares; 2025Q2: 31,107 shares; 2025Q3: 30,617 shares 30,617 $4.43M 0.09% -490 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,453 shares; 2024Q4: 14,282 shares; 2025Q1: 14,617 shares; 2025Q2: 14,860 shares; 2025Q3: 14,689 shares 14,689 $4.42M 0.09% -171 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,330 shares; 2024Q4: 33,551 shares; 2025Q1: 37,491 shares; 2025Q2: 50,257 shares; 2025Q3: 55,238 shares 55,238 $4.33M 0.09% +4,981 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: 19,765 shares; 2024Q4: 31,468 shares; 2025Q1: 68,787 shares; 2025Q2: 71,000 shares; 2025Q3: 72,235 shares 72,235 $4.33M 0.09% +1,235 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: 53,138 shares; 2024Q4: 56,865 shares; 2025Q1: 63,158 shares; 2025Q2: 116,154 shares; 2025Q3: 84,433 shares 84,433 $4.31M 0.09% -31,721 Timeline NTSE 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: 103,487 shares; 2024Q4: 113,088 shares; 2025Q1: 116,472 shares; 2025Q2: 116,899 shares; 2025Q3: 118,038 shares 118,038 $4.28M 0.09% +1,139 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,720 shares; 2024Q4: 155,044 shares; 2025Q1: 127,395 shares; 2025Q2: 154,736 shares; 2025Q3: 164,956 shares 164,956 $4.2M 0.09% +10,220 Timeline DFSV 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: 63,160 shares; 2024Q4: 47,084 shares; 2025Q1: 113,336 shares; 2025Q2: 128,426 shares; 2025Q3: 129,928 shares 129,928 $4.14M 0.09% +1,502 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,266 shares; 2024Q4: 22,761 shares; 2025Q1: 28,569 shares; 2025Q2: 28,342 shares; 2025Q3: 28,365 shares 28,365 $4.13M 0.09% +23 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,974 shares; 2024Q4: 437,511 shares; 2025Q1: 244,343 shares; 2025Q2: 205,605 shares; 2025Q3: 215,155 shares 215,155 $4.12M 0.09% +9,550 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,222 shares; 2024Q4: 33,708 shares; 2025Q1: 29,910 shares; 2025Q2: 19,438 shares; 2025Q3: 19,546 shares 19,546 $4.08M 0.08% +108 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,398 shares; 2024Q4: 13,362 shares; 2025Q1: 120,243 shares; 2025Q2: 178,218 shares; 2025Q3: 198,882 shares 198,882 $4.06M 0.08% +20,664 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,269 shares; 2024Q4: 69,979 shares; 2025Q1: 52,183 shares; 2025Q2: 48,215 shares; 2025Q3: 45,161 shares 45,161 $4.03M 0.08% -3,054 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,106 shares; 2025Q1: 33,682 shares; 2025Q2: 56,063 shares; 2025Q3: 61,655 shares 61,655 $4.01M 0.08% +5,592 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: 49,051 shares; 2024Q4: 53,200 shares; 2025Q1: 179,024 shares; 2025Q2: 247,818 shares; 2025Q3: 266,999 shares 266,999 $3.99M 0.08% +19,181 Timeline DTH 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: 79,537 shares; 2024Q4: 81,849 shares; 2025Q1: 80,693 shares; 2025Q2: 84,861 shares; 2025Q3: 80,959 shares 80,959 $3.98M 0.08% -3,902 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 6,607 shares; 2025Q1: 6,819 shares; 2025Q2: 6,872 shares; 2025Q3: 6,986 shares 6,986 $3.97M 0.08% +114 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: 20,856 shares; 2024Q4: 62,046 shares; 2025Q1: 70,560 shares; 2025Q2: 74,372 shares; 2025Q3: 75,678 shares 75,678 $3.95M 0.08% +1,306 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 11,619 shares; 2025Q1: 9,902 shares; 2025Q2: 12,505 shares; 2025Q3: 13,386 shares 13,386 $3.93M 0.08% +881 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,048 shares; 2024Q4: 99,991 shares; 2025Q1: 92,160 shares; 2025Q2: 86,739 shares; 2025Q3: 77,051 shares 77,051 $3.91M 0.08% -9,688 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,553 shares; 2024Q4: 27,567 shares; 2025Q1: 27,478 shares; 2025Q2: 26,420 shares; 2025Q3: 27,289 shares 27,289 $3.88M 0.08% +869 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,661 shares; 2024Q4: 95,838 shares; 2025Q1: 94,108 shares; 2025Q2: 115,525 shares; 2025Q3: 115,232 shares 115,232 $3.85M 0.08% -293 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,286 shares; 2024Q4: 117,689 shares; 2025Q1: 110,981 shares; 2025Q2: 83,560 shares; 2025Q3: 76,172 shares 76,172 $3.81M 0.08% -7,388 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,704 shares; 2024Q4: 94,994 shares; 2025Q1: 92,052 shares; 2025Q2: 85,173 shares; 2025Q3: 85,636 shares 85,636 $3.76M 0.08% +463 Timeline PFXF 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: 158,752 shares; 2024Q4: 173,001 shares; 2025Q1: 193,646 shares; 2025Q2: 214,581 shares; 2025Q3: 209,971 shares 209,971 $3.73M 0.08% -4,610 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,990 shares; 2024Q4: 35,994 shares; 2025Q1: 38,393 shares; 2025Q2: 41,129 shares; 2025Q3: 43,461 shares 43,461 $3.63M 0.08% +2,332 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,859 shares; 2024Q4: 61,532 shares; 2025Q1: 61,702 shares; 2025Q2: 68,073 shares; 2025Q3: 69,747 shares 69,747 $3.6M 0.07% +1,674 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,687 shares; 2024Q4: 21,167 shares; 2025Q1: 19,006 shares; 2025Q2: 21,378 shares; 2025Q3: 21,521 shares 21,521 $3.58M 0.07% +143 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,298 shares; 2024Q4: 72,586 shares; 2025Q1: 71,547 shares; 2025Q2: 119,336 shares; 2025Q3: 119,249 shares 119,249 $3.53M 0.07% -87 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: 12,180 shares; 2024Q4: 12,421 shares; 2025Q1: 12,448 shares; 2025Q2: 12,361 shares; 2025Q3: 15,670 shares 15,670 $3.53M 0.07% +3,309 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,897 shares; 2024Q4: 13,313 shares; 2025Q1: 12,822 shares; 2025Q2: 12,484 shares; 2025Q3: 12,485 shares 12,485 $3.52M 0.07% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,860 shares; 2024Q4: 21,413 shares; 2025Q1: 21,922 shares; 2025Q2: 21,744 shares; 2025Q3: 22,668 shares 22,668 $3.52M 0.07% +924 Timeline DES 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: 104,105 shares; 2024Q4: 101,181 shares; 2025Q1: 101,427 shares; 2025Q2: 105,064 shares; 2025Q3: 104,415 shares 104,415 $3.52M 0.07% -649 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 13,976 shares; 2025Q1: 13,859 shares; 2025Q2: 14,071 shares; 2025Q3: 14,040 shares 14,040 $3.47M 0.07% -31 Timeline AVLV 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: 19,288 shares; 2024Q4: 33,612 shares; 2025Q1: 38,238 shares; 2025Q2: 33,975 shares; 2025Q3: 47,783 shares 47,783 $3.45M 0.07% +13,808 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: 5,086 shares; 2024Q4: 5,037 shares; 2025Q1: 4,774 shares; 2025Q2: 4,759 shares; 2025Q3: 4,551 shares 4,551 $3.45M 0.07% -208 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,341 shares; 2025Q2: 58,976 shares; 2025Q3: 69,348 shares 69,348 $3.45M 0.07% +10,372 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,380 shares; 2024Q4: 47,365 shares; 2025Q1: 46,821 shares; 2025Q2: 51,448 shares; 2025Q3: 51,941 shares 51,941 $3.43M 0.07% +493 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: 75,667 shares; 2025Q2: 111,649 shares; 2025Q3: 131,535 shares 131,535 $3.43M 0.07% +19,886 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: 10,748 shares; 2024Q4: 10,383 shares; 2025Q1: 9,966 shares; 2025Q2: 10,579 shares; 2025Q3: 10,558 shares 10,558 $3.42M 0.07% -21 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: 68,984 shares; 2024Q4: 64,873 shares; 2025Q1: 63,064 shares; 2025Q2: 66,616 shares; 2025Q3: 65,291 shares 65,291 $3.41M 0.07% -1,325 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,052 shares; 2024Q4: 64,207 shares; 2025Q1: 105,533 shares; 2025Q2: 122,876 shares; 2025Q3: 120,825 shares 120,825 $3.4M 0.07% -2,051 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,548 shares; 2024Q4: 17,765 shares; 2025Q1: 20,281 shares; 2025Q2: 20,174 shares; 2025Q3: 20,169 shares 20,169 $3.37M 0.07% -5 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,422 shares; 2024Q4: 132,489 shares; 2025Q1: 134,638 shares; 2025Q2: 172,805 shares; 2025Q3: 179,591 shares 179,591 $3.36M 0.07% +6,786 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,428 shares; 2025Q3: 132,393 shares 132,393 $3.35M 0.07% +25,965 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,959 shares; 2025Q2: 64,780 shares; 2025Q3: 65,444 shares 65,444 $3.34M 0.07% +664 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 5,681 shares; 2025Q1: 5,569 shares; 2025Q2: 5,570 shares; 2025Q3: 5,545 shares 5,545 $3.3M 0.07% -25 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,715 shares; 2024Q4: 16,615 shares; 2025Q1: 16,818 shares; 2025Q2: 17,371 shares; 2025Q3: 20,317 shares 20,317 $3.3M 0.07% +2,946 Timeline VONG 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: 30,795 shares; 2024Q4: 16,857 shares; 2025Q1: 19,640 shares; 2025Q2: 29,765 shares; 2025Q3: 27,244 shares 27,244 $3.28M 0.07% -2,521 Timeline AVRE 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: 4,405 shares; 2024Q4: not reported; 2025Q1: 86,021 shares; 2025Q2: 72,436 shares; 2025Q3: 73,645 shares 73,645 $3.28M 0.07% +1,209 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: 10,384 shares; 2024Q4: 10,952 shares; 2025Q1: 7,595 shares; 2025Q2: 11,290 shares; 2025Q3: 12,041 shares 12,041 $3.26M 0.07% +751 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,613 shares; 2025Q2: 31,459 shares; 2025Q3: 31,054 shares 31,054 $3.26M 0.07% -405 Timeline DFLV 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: 14,014 shares; 2024Q4: 18,169 shares; 2025Q1: 27,891 shares; 2025Q2: 100,936 shares; 2025Q3: 98,503 shares 98,503 $3.24M 0.07% -2,433 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: 7,214 shares; 2024Q4: 7,206 shares; 2025Q1: 7,050 shares; 2025Q2: 6,921 shares; 2025Q3: 6,801 shares 6,801 $3.24M 0.07% -120 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,270 shares; 2024Q4: 30,325 shares; 2025Q1: 28,605 shares; 2025Q2: 29,428 shares; 2025Q3: 28,149 shares 28,149 $3.24M 0.07% -1,279 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,972 shares; 2024Q4: 105,138 shares; 2025Q1: 74,911 shares; 2025Q2: 74,046 shares; 2025Q3: 68,373 shares 68,373 $3.2M 0.07% -5,673 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,859 shares; 2024Q4: 16,410 shares; 2025Q1: 16,266 shares; 2025Q2: 15,002 shares; 2025Q3: 15,553 shares 15,553 $3.17M 0.07% +551 Timeline XMMO 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: 12,899 shares; 2025Q3: 23,378 shares 23,378 $3.16M 0.07% +10,479 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,661 shares; 2025Q1: 5,800 shares; 2025Q2: 8,217 shares; 2025Q3: 8,387 shares 8,387 $3.14M 0.07% +170 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,714 shares; 2024Q4: 9,185 shares; 2025Q1: 9,441 shares; 2025Q2: 9,101 shares; 2025Q3: 10,197 shares 10,197 $3.1M 0.06% +1,096 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,133 shares; 2025Q1: 5,215 shares; 2025Q2: 8,535 shares; 2025Q3: 8,963 shares 8,963 $3.09M 0.06% +428 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,672 shares; 2024Q4: 117,272 shares; 2025Q1: 130,235 shares; 2025Q2: 129,804 shares; 2025Q3: 127,115 shares 127,115 $3.09M 0.06% -2,689 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,918 shares; 2024Q4: 42,341 shares; 2025Q1: 42,925 shares; 2025Q2: 46,468 shares; 2025Q3: 46,433 shares 46,433 $3.08M 0.06% -35 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,899 shares; 2024Q4: 26,880 shares; 2025Q1: 42,596 shares; 2025Q2: 40,503 shares; 2025Q3: 37,012 shares 37,012 $3.07M 0.06% -3,491 Timeline CRDT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,105 shares; 2024Q4: 104,193 shares; 2025Q1: 119,327 shares; 2025Q2: 114,331 shares; 2025Q3: 128,507 shares 128,507 $3.04M 0.06% +14,176 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,172 shares; 2025Q1: 58,183 shares; 2025Q2: 56,973 shares; 2025Q3: 61,677 shares 61,677 $3.04M 0.06% +4,704 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,624 shares; 2025Q1: 61,592 shares; 2025Q2: 58,916 shares; 2025Q3: 57,748 shares 57,748 $3.03M 0.06% -1,168 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,241 shares; 2024Q4: 97,238 shares; 2025Q1: 76,776 shares; 2025Q2: 92,933 shares; 2025Q3: 96,655 shares 96,655 $3.02M 0.06% +3,722 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,195 shares; 2024Q4: 22,879 shares; 2025Q1: 26,667 shares; 2025Q2: 79,351 shares; 2025Q3: 79,170 shares 79,170 $3.01M 0.06% -181 Timeline TLSI TRISALUS LIFE SCIENCES INC More: the full row for TRISALUS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,740 shares; 2024Q4: 643,740 shares; 2025Q1: 643,740 shares; 2025Q2: 643,740 shares; 2025Q3: 643,740 shares 643,740 $2.99M 0.06% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,240 shares; 2024Q4: 34,458 shares; 2025Q1: 33,471 shares; 2025Q2: 36,582 shares; 2025Q3: 35,586 shares 35,586 $2.99M 0.06% -996 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,468 shares; 2024Q4: 417,991 shares; 2025Q1: 417,262 shares; 2025Q2: 417,946 shares; 2025Q3: 423,554 shares 423,554 $2.98M 0.06% +5,608 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,891 shares; 2024Q4: 81,006 shares; 2025Q1: 62,147 shares; 2025Q2: 69,480 shares; 2025Q3: 67,095 shares 67,095 $2.94M 0.06% -2,385 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: 16,307 shares; 2024Q4: 17,293 shares; 2025Q1: 18,564 shares; 2025Q2: 19,360 shares; 2025Q3: 19,448 shares 19,448 $2.93M 0.06% +88 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,247 shares; 2024Q4: 21,522 shares; 2025Q1: 28,206 shares; 2025Q2: 29,027 shares; 2025Q3: 29,926 shares 29,926 $2.93M 0.06% +899 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,330 shares; 2024Q4: 90,162 shares; 2025Q1: 83,212 shares; 2025Q2: 92,250 shares; 2025Q3: 103,368 shares 103,368 $2.92M 0.06% +11,118 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,389 shares; 2024Q4: 8,810 shares; 2025Q1: 8,434 shares; 2025Q2: 11,036 shares; 2025Q3: 12,199 shares 12,199 $2.89M 0.06% +1,163 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,965 shares; 2024Q4: 17,751 shares; 2025Q1: 16,419 shares; 2025Q2: 17,213 shares; 2025Q3: 17,866 shares 17,866 $2.89M 0.06% +653 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: 5,758 shares; 2024Q4: 6,017 shares; 2025Q1: 5,986 shares; 2025Q2: 6,106 shares; 2025Q3: 5,831 shares 5,831 $2.86M 0.06% -275 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,783 shares; 2024Q4: 20,457 shares; 2025Q1: 20,264 shares; 2025Q2: 21,133 shares; 2025Q3: 21,767 shares 21,767 $2.86M 0.06% +634 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: 3,885 shares; 2024Q4: 4,319 shares; 2025Q1: 25,424 shares; 2025Q2: 24,368 shares; 2025Q3: 28,566 shares 28,566 $2.85M 0.06% +4,198 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,974 shares; 2024Q4: 81,991 shares; 2025Q1: 80,972 shares; 2025Q2: 108,377 shares; 2025Q3: 101,540 shares 101,540 $2.83M 0.06% -6,837 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,288 shares; 2024Q4: 6,592 shares; 2025Q1: 5,971 shares; 2025Q2: 6,781 shares; 2025Q3: 7,033 shares 7,033 $2.83M 0.06% +252 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,928 shares; 2025Q1: 2,148 shares; 2025Q2: 2,359 shares; 2025Q3: 2,360 shares 2,360 $2.83M 0.06% +1 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,637 shares; 2024Q4: 12,895 shares; 2025Q1: 11,697 shares; 2025Q2: 19,749 shares; 2025Q3: 29,255 shares 29,255 $2.83M 0.06% +9,506 Timeline SPIB 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: 60,237 shares; 2024Q4: 59,921 shares; 2025Q1: 59,165 shares; 2025Q2: 59,501 shares; 2025Q3: 83,306 shares 83,306 $2.82M 0.06% +23,805 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,311 shares; 2024Q4: 34,027 shares; 2025Q1: 34,812 shares; 2025Q2: 35,915 shares; 2025Q3: 34,351 shares 34,351 $2.82M 0.06% -1,564 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,890 shares; 2024Q4: 63,245 shares; 2025Q1: 66,485 shares; 2025Q2: 67,802 shares; 2025Q3: 70,313 shares 70,313 $2.81M 0.06% +2,511 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: 74,278 shares; 2024Q4: 79,457 shares; 2025Q1: 81,036 shares; 2025Q2: 49,866 shares; 2025Q3: 54,415 shares 54,415 $2.77M 0.06% +4,549 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,208 shares; 2024Q4: 37,431 shares; 2025Q1: 32,857 shares; 2025Q2: 32,356 shares; 2025Q3: 30,807 shares 30,807 $2.75M 0.06% -1,549 Timeline LMBS 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: 42,369 shares; 2024Q4: 41,709 shares; 2025Q1: 50,519 shares; 2025Q2: 52,832 shares; 2025Q3: 54,729 shares 54,729 $2.72M 0.06% +1,897 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,741 shares; 2024Q4: 32,001 shares; 2025Q1: 31,952 shares; 2025Q2: 25,992 shares; 2025Q3: 23,772 shares 23,772 $2.72M 0.06% -2,220 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,744 shares; 2024Q4: 59,988 shares; 2025Q1: 58,096 shares; 2025Q2: 63,807 shares; 2025Q3: 65,289 shares 65,289 $2.7M 0.06% +1,482 Timeline KOMP 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: 42,924 shares; 2024Q4: 41,548 shares; 2025Q1: 39,547 shares; 2025Q2: 44,561 shares; 2025Q3: 43,064 shares 43,064 $2.68M 0.06% -1,497 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 7,670 shares; 2025Q1: 7,714 shares; 2025Q2: 8,168 shares; 2025Q3: 8,095 shares 8,095 $2.66M 0.06% -73 Timeline BUFQ 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: 49,850 shares; 2024Q4: 50,911 shares; 2025Q1: 53,887 shares; 2025Q2: 74,720 shares; 2025Q3: 76,373 shares 76,373 $2.66M 0.06% +1,653 Timeline CIBR 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: 35,021 shares; 2024Q4: 36,483 shares; 2025Q1: 34,044 shares; 2025Q2: 34,538 shares; 2025Q3: 34,691 shares 34,691 $2.64M 0.05% +153 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,329 shares; 2024Q4: 54,780 shares; 2025Q1: 58,898 shares; 2025Q2: 64,504 shares; 2025Q3: 83,377 shares 83,377 $2.64M 0.05% +18,873 Timeline SPIP 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: 98,910 shares; 2024Q4: 98,697 shares; 2025Q1: 99,470 shares; 2025Q2: 99,351 shares; 2025Q3: 100,102 shares 100,102 $2.63M 0.05% +751 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,930 shares; 2024Q4: 241,089 shares; 2025Q1: 92,919 shares; 2025Q2: 91,202 shares; 2025Q3: 97,110 shares 97,110 $2.62M 0.05% +5,908 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,355 shares; 2024Q4: 61,867 shares; 2025Q1: 120,210 shares; 2025Q2: 121,141 shares; 2025Q3: 91,689 shares 91,689 $2.56M 0.05% -29,452 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,752 shares; 2024Q4: 26,478 shares; 2025Q1: 25,689 shares; 2025Q2: 27,495 shares; 2025Q3: 28,891 shares 28,891 $2.52M 0.05% +1,396 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: 2,619 shares; 2024Q4: 3,035 shares; 2025Q1: 14,373 shares; 2025Q2: 15,530 shares; 2025Q3: 15,846 shares 15,846 $2.52M 0.05% +316 Timeline SNSR 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: 58,976 shares; 2024Q4: 60,900 shares; 2025Q1: 62,281 shares; 2025Q2: 64,266 shares; 2025Q3: 64,272 shares 64,272 $2.51M 0.05% +6 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,602 shares; 2024Q4: 21,453 shares; 2025Q1: 20,868 shares; 2025Q2: 21,070 shares; 2025Q3: 20,541 shares 20,541 $2.48M 0.05% -529 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,485 shares; 2024Q4: 22,794 shares; 2025Q1: 22,163 shares; 2025Q2: 21,749 shares; 2025Q3: 17,817 shares 17,817 $2.48M 0.05% -3,932 Timeline HEFA 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: 34,406 shares; 2024Q4: 33,910 shares; 2025Q1: 34,907 shares; 2025Q2: 61,059 shares; 2025Q3: 62,155 shares 62,155 $2.46M 0.05% +1,096 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,962 shares; 2024Q4: 14,498 shares; 2025Q1: 14,494 shares; 2025Q2: 13,828 shares; 2025Q3: 13,903 shares 13,903 $2.46M 0.05% +75 Timeline FENI 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: 47,887 shares; 2025Q2: 66,610 shares; 2025Q3: 69,195 shares 69,195 $2.44M 0.05% +2,585 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,496 shares; 2024Q4: 12,956 shares; 2025Q1: 13,474 shares; 2025Q2: 13,601 shares; 2025Q3: 14,539 shares 14,539 $2.43M 0.05% +938 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,239 shares; 2024Q4: 23,564 shares; 2025Q1: 23,224 shares; 2025Q2: 23,650 shares; 2025Q3: 25,126 shares 25,126 $2.43M 0.05% +1,476 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 9,122 shares; 2025Q1: 7,678 shares; 2025Q2: 12,062 shares; 2025Q3: 11,199 shares 11,199 $2.42M 0.05% -863 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,998 shares; 2025Q2: 22,146 shares; 2025Q3: 43,108 shares 43,108 $2.4M 0.05% +20,962 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: 28,455 shares; 2024Q4: 28,343 shares; 2025Q1: 27,022 shares; 2025Q2: 26,367 shares; 2025Q3: 25,464 shares 25,464 $2.39M 0.05% -903 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: 18,795 shares; 2024Q4: 18,336 shares; 2025Q1: 18,702 shares; 2025Q2: 18,724 shares; 2025Q3: 18,692 shares 18,692 $2.37M 0.05% -32 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,223 shares; 2024Q4: 58,759 shares; 2025Q1: 59,103 shares; 2025Q2: 67,252 shares; 2025Q3: 64,541 shares 64,541 $2.37M 0.05% -2,711 Timeline GWX 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: 56,442 shares; 2024Q4: 57,608 shares; 2025Q1: 56,431 shares; 2025Q2: 61,115 shares; 2025Q3: 58,679 shares 58,679 $2.36M 0.05% -2,436 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 17,124 shares; 2025Q1: 17,667 shares; 2025Q2: 25,431 shares; 2025Q3: 25,248 shares 25,248 $2.36M 0.05% -183 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 6,741 shares; 2025Q1: 22,219 shares; 2025Q2: 23,198 shares; 2025Q3: 24,090 shares 24,090 $2.36M 0.05% +892 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: 20,635 shares; 2024Q4: 20,319 shares; 2025Q1: 20,216 shares; 2025Q2: 20,233 shares; 2025Q3: 20,306 shares 20,306 $2.36M 0.05% +73 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,346 shares; 2024Q4: 24,063 shares; 2025Q1: 22,734 shares; 2025Q2: 22,767 shares; 2025Q3: 22,767 shares 22,767 $2.35M 0.05% 0 Timeline PTLC 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: 28,938 shares; 2024Q4: 28,938 shares; 2025Q1: 29,004 shares; 2025Q2: 34,451 shares; 2025Q3: 42,697 shares 42,697 $2.34M 0.05% +8,246 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,266 shares; 2025Q1: 2,708 shares; 2025Q2: 2,732 shares; 2025Q3: 2,933 shares 2,933 $2.34M 0.05% +201 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: 2,401 shares; 2024Q4: 2,411 shares; 2025Q1: 2,426 shares; 2025Q2: 2,416 shares; 2025Q3: 2,431 shares 2,431 $2.32M 0.05% +15 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: 34,356 shares; 2024Q4: 32,148 shares; 2025Q1: 34,458 shares; 2025Q2: 35,764 shares; 2025Q3: 34,246 shares 34,246 $2.31M 0.05% -1,518 Timeline VONE 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: 8,609 shares; 2024Q4: 7,560 shares; 2025Q1: 7,655 shares; 2025Q2: 8,105 shares; 2025Q3: 7,593 shares 7,593 $2.3M 0.05% -512 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,789 shares; 2024Q4: 20,203 shares; 2025Q1: 22,269 shares; 2025Q2: 32,375 shares; 2025Q3: 37,693 shares 37,693 $2.29M 0.05% +5,318 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 8,759 shares; 2025Q1: 9,375 shares; 2025Q2: 9,966 shares; 2025Q3: 10,732 shares 10,732 $2.26M 0.05% +766 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: 50,230 shares; 2024Q4: 48,898 shares; 2025Q1: 43,516 shares; 2025Q2: 42,823 shares; 2025Q3: 37,403 shares 37,403 $2.25M 0.05% -5,420 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: 21,193 shares; 2024Q4: 21,550 shares; 2025Q1: 24,783 shares; 2025Q2: 29,836 shares; 2025Q3: 30,625 shares 30,625 $2.23M 0.05% +789 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 3,215 shares; 2025Q1: 3,298 shares; 2025Q2: 3,565 shares; 2025Q3: 3,615 shares 3,615 $2.22M 0.05% +50 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,299 shares; 2024Q4: 19,961 shares; 2025Q1: 20,747 shares; 2025Q2: 40,409 shares; 2025Q3: 45,402 shares 45,402 $2.22M 0.05% +4,993 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,417 shares; 2024Q4: 119,180 shares; 2025Q1: 135,128 shares; 2025Q2: 128,135 shares; 2025Q3: 129,058 shares 129,058 $2.21M 0.05% +923 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,226 shares; 2024Q4: 57,284 shares; 2025Q1: 47,352 shares; 2025Q2: 58,912 shares; 2025Q3: 59,096 shares 59,096 $2.2M 0.05% +184 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,603 shares; 2024Q4: 92,578 shares; 2025Q1: 104,293 shares; 2025Q2: 100,751 shares; 2025Q3: 88,111 shares 88,111 $2.2M 0.05% -12,640 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: not reported; 2024Q4: not reported; 2025Q1: 3,833 shares; 2025Q2: 17,082 shares; 2025Q3: 17,082 shares 17,082 $2.14M 0.04% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,669 shares; 2025Q2: 26,597 shares; 2025Q3: 33,978 shares 33,978 $2.13M 0.04% +7,381 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: not reported; 2025Q1: 38,023 shares; 2025Q2: 32,159 shares; 2025Q3: 33,087 shares 33,087 $2.13M 0.04% +928 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: 3,851 shares; 2024Q4: 5,067 shares; 2025Q1: 5,801 shares; 2025Q2: 6,052 shares; 2025Q3: 6,590 shares 6,590 $2.12M 0.04% +538 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,004 shares; 2025Q1: 5,060 shares; 2025Q2: 5,083 shares; 2025Q3: 4,742 shares 4,742 $2.12M 0.04% -341 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 13,092 shares; 2025Q1: 12,800 shares; 2025Q2: 20,246 shares; 2025Q3: 28,793 shares 28,793 $2.12M 0.04% +8,547 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,666 shares; 2024Q4: 21,853 shares; 2025Q1: 21,244 shares; 2025Q2: 28,505 shares; 2025Q3: 27,884 shares 27,884 $2.1M 0.04% -621 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,082 shares; 2025Q1: 8,339 shares; 2025Q2: 8,779 shares; 2025Q3: 8,364 shares 8,364 $2.1M 0.04% -415 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,552 shares; 2024Q4: 30,610 shares; 2025Q1: 42,015 shares; 2025Q2: 40,488 shares; 2025Q3: 40,346 shares 40,346 $2.1M 0.04% -142 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 6,296 shares; 2025Q1: 6,561 shares; 2025Q2: 7,293 shares; 2025Q3: 7,434 shares 7,434 $2.1M 0.04% +141 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,917 shares; 2024Q4: 39,734 shares; 2025Q1: 22,426 shares; 2025Q2: 23,894 shares; 2025Q3: 23,848 shares 23,848 $2.1M 0.04% -46 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,312 shares; 2024Q4: 13,739 shares; 2025Q1: 13,208 shares; 2025Q2: 5,987 shares; 2025Q3: 7,039 shares 7,039 $2.09M 0.04% +1,052 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 6,395 shares; 2025Q1: 7,090 shares; 2025Q2: 6,360 shares; 2025Q3: 6,482 shares 6,482 $2.07M 0.04% +122 Timeline DFGR 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: 12,635 shares; 2024Q4: 16,658 shares; 2025Q1: 67,145 shares; 2025Q2: 68,537 shares; 2025Q3: 75,866 shares 75,866 $2.07M 0.04% +7,329 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: 25,370 shares; 2024Q4: 25,074 shares; 2025Q1: 28,563 shares; 2025Q2: 30,011 shares; 2025Q3: 28,243 shares 28,243 $2.07M 0.04% -1,768 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,909 shares; 2024Q4: 14,509 shares; 2025Q1: 14,544 shares; 2025Q2: 16,590 shares; 2025Q3: 14,684 shares 14,684 $2.06M 0.04% -1,906 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 18,263 shares; 2025Q1: 18,175 shares; 2025Q2: 18,527 shares; 2025Q3: 18,514 shares 18,514 $2.06M 0.04% -13 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,365 shares; 2024Q4: 32,668 shares; 2025Q1: 32,784 shares; 2025Q2: 32,547 shares; 2025Q3: 38,449 shares 38,449 $2.05M 0.04% +5,902 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 13,283 shares; 2025Q1: 14,733 shares; 2025Q2: 14,723 shares; 2025Q3: 14,806 shares 14,806 $2.05M 0.04% +83 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,951 shares; 2024Q4: 43,886 shares; 2025Q1: 46,927 shares; 2025Q2: 47,473 shares; 2025Q3: 45,488 shares 45,488 $2.05M 0.04% -1,985 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,767 shares; 2024Q4: 17,972 shares; 2025Q1: 17,389 shares; 2025Q2: 19,165 shares; 2025Q3: 25,092 shares 25,092 $2.04M 0.04% +5,927 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 20,058 shares; 2025Q1: 20,202 shares; 2025Q2: 16,741 shares; 2025Q3: 7,799 shares 7,799 $2.02M 0.04% -8,942 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: 10,286 shares; 2024Q4: 10,296 shares; 2025Q1: 10,250 shares; 2025Q2: 9,930 shares; 2025Q3: 9,996 shares 9,996 $2.01M 0.04% +66 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,261 shares; 2025Q1: 3,191 shares; 2025Q2: 3,162 shares; 2025Q3: 5,129 shares 5,129 $2.01M 0.04% +1,967 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,892 shares; 2024Q4: 17,135 shares; 2025Q1: 28,662 shares; 2025Q2: 29,089 shares; 2025Q3: 39,952 shares 39,952 $2.01M 0.04% +10,863 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: 70,293 shares; 2024Q4: 70,822 shares; 2025Q1: 71,260 shares; 2025Q2: 75,343 shares; 2025Q3: 75,967 shares 75,967 $2M 0.04% +624 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,549 shares; 2025Q1: 4,758 shares; 2025Q2: 4,862 shares; 2025Q3: 4,733 shares 4,733 $2M 0.04% -129 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,983 shares; 2024Q4: 14,571 shares; 2025Q1: 15,680 shares; 2025Q2: 15,810 shares; 2025Q3: 16,011 shares 16,011 $1.98M 0.04% +201 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 10,267 shares; 2025Q1: 24,172 shares; 2025Q2: 45,526 shares; 2025Q3: 43,933 shares 43,933 $1.95M 0.04% -1,593 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,685 shares; 2024Q4: 19,573 shares; 2025Q1: 17,553 shares; 2025Q2: 18,715 shares; 2025Q3: 19,170 shares 19,170 $1.95M 0.04% +455 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,583 shares; 2024Q4: 42,049 shares; 2025Q1: 39,629 shares; 2025Q2: 35,569 shares; 2025Q3: 35,857 shares 35,857 $1.94M 0.04% +288 Timeline DFEM 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: 22,988 shares; 2024Q4: 30,449 shares; 2025Q1: 56,186 shares; 2025Q2: 56,430 shares; 2025Q3: 60,422 shares 60,422 $1.94M 0.04% +3,992 Timeline DIHP 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: 25,287 shares; 2024Q4: 26,431 shares; 2025Q1: 40,570 shares; 2025Q2: 49,323 shares; 2025Q3: 63,721 shares 63,721 $1.94M 0.04% +14,398 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,017 shares; 2024Q4: 31,656 shares; 2025Q1: 37,062 shares; 2025Q2: 33,835 shares; 2025Q3: 35,591 shares 35,591 $1.92M 0.04% +1,756 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 5,531 shares; 2025Q1: 6,977 shares; 2025Q2: 6,768 shares; 2025Q3: 6,844 shares 6,844 $1.91M 0.04% +76 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 5,571 shares; 2025Q1: 6,359 shares; 2025Q2: 5,892 shares; 2025Q3: 5,408 shares 5,408 $1.91M 0.04% -484 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 7,428 shares; 2025Q1: 7,550 shares; 2025Q2: 7,671 shares; 2025Q3: 7,724 shares 7,724 $1.9M 0.04% +53 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,957 shares; 2024Q4: 37,249 shares; 2025Q1: 58,354 shares; 2025Q2: 57,464 shares; 2025Q3: 56,362 shares 56,362 $1.89M 0.04% -1,102 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: 30,494 shares; 2024Q4: 32,642 shares; 2025Q1: 41,164 shares; 2025Q2: 41,322 shares; 2025Q3: 41,742 shares 41,742 $1.88M 0.04% +420 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 4,363 shares; 2025Q1: 4,925 shares; 2025Q2: 7,157 shares; 2025Q3: 11,704 shares 11,704 $1.88M 0.04% +4,547 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,737 shares; 2024Q4: 28,837 shares; 2025Q1: 32,859 shares; 2025Q2: 35,122 shares; 2025Q3: 38,397 shares 38,397 $1.86M 0.04% +3,275 Timeline SPTS 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: 64,494 shares; 2024Q4: 61,993 shares; 2025Q1: 58,879 shares; 2025Q2: 67,234 shares; 2025Q3: 63,530 shares 63,530 $1.86M 0.04% -3,704 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 6,618 shares; 2025Q1: 6,027 shares; 2025Q2: 13,577 shares; 2025Q3: 16,354 shares 16,354 $1.86M 0.04% +2,777 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,476 shares 51,476 $1.86M 0.04% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,607 shares; 2024Q4: 7,445 shares; 2025Q1: 7,827 shares; 2025Q2: 8,367 shares; 2025Q3: 8,837 shares 8,837 $1.81M 0.04% +470 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 13,713 shares; 2025Q1: 16,626 shares; 2025Q2: 15,942 shares; 2025Q3: 20,693 shares 20,693 $1.79M 0.04% +4,751 Timeline IVE 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: 8,587 shares; 2024Q4: 8,381 shares; 2025Q1: 8,907 shares; 2025Q2: 9,091 shares; 2025Q3: 8,645 shares 8,645 $1.79M 0.04% -446 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,753 shares; 2024Q4: 14,402 shares; 2025Q1: 8,919 shares; 2025Q2: 18,531 shares; 2025Q3: 22,307 shares 22,307 $1.78M 0.04% +3,776 Timeline QWLD 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: 15,278 shares; 2024Q4: 15,284 shares; 2025Q1: 12,616 shares; 2025Q2: 12,650 shares; 2025Q3: 12,686 shares 12,686 $1.78M 0.04% +36 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,866 shares; 2024Q4: 29,070 shares; 2025Q1: 35,378 shares; 2025Q2: 36,337 shares; 2025Q3: 36,885 shares 36,885 $1.78M 0.04% +548 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 3,299 shares; 2025Q1: 3,723 shares; 2025Q2: 3,514 shares; 2025Q3: 23,126 shares 23,126 $1.77M 0.04% +19,612 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 3,932 shares; 2025Q1: 3,737 shares; 2025Q2: 3,801 shares; 2025Q3: 3,878 shares 3,878 $1.77M 0.04% +77 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,191 shares; 2024Q4: 27,772 shares; 2025Q1: 34,129 shares; 2025Q2: 35,256 shares; 2025Q3: 35,692 shares 35,692 $1.77M 0.04% +436 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,463 shares; 2024Q4: 6,423 shares; 2025Q1: 6,137 shares; 2025Q2: 6,054 shares; 2025Q3: 6,018 shares 6,018 $1.77M 0.04% -36 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,076 shares 34,076 $1.75M 0.04% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,576 shares; 2025Q3: 36,850 shares 36,850 $1.75M 0.04% +6,274 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,325 shares; 2025Q1: 4,326 shares; 2025Q2: 4,432 shares; 2025Q3: 4,374 shares 4,374 $1.73M 0.04% -58 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,570 shares; 2024Q4: 7,080 shares; 2025Q1: 15,108 shares; 2025Q2: 18,711 shares; 2025Q3: 19,342 shares 19,342 $1.73M 0.04% +631 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,034 shares; 2024Q4: 27,373 shares; 2025Q1: 32,798 shares; 2025Q2: 34,009 shares; 2025Q3: 34,625 shares 34,625 $1.73M 0.04% +616 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,154 shares; 2024Q4: 26,939 shares; 2025Q1: 31,887 shares; 2025Q2: 34,012 shares; 2025Q3: 34,736 shares 34,736 $1.72M 0.04% +724 Timeline OBIL 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: 10,560 shares; 2024Q4: 47,756 shares; 2025Q1: 66,974 shares; 2025Q2: 58,358 shares; 2025Q3: 33,851 shares 33,851 $1.7M 0.04% -24,507 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,723 shares; 2024Q4: 12,258 shares; 2025Q1: 13,282 shares; 2025Q2: 13,076 shares; 2025Q3: 12,660 shares 12,660 $1.7M 0.04% -416 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,552 shares; 2025Q1: 3,807 shares; 2025Q2: 3,978 shares; 2025Q3: 4,012 shares 4,012 $1.69M 0.04% +34 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,515 shares; 2024Q4: 34,521 shares; 2025Q1: 34,394 shares; 2025Q2: 34,756 shares; 2025Q3: 35,054 shares 35,054 $1.69M 0.04% +298 Timeline DUHP 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: 49,212 shares; 2024Q4: 39,622 shares; 2025Q1: 42,998 shares; 2025Q2: 44,679 shares; 2025Q3: 44,485 shares 44,485 $1.68M 0.04% -194 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 15,194 shares; 2025Q1: 27,526 shares; 2025Q2: 26,031 shares; 2025Q3: 31,421 shares 31,421 $1.67M 0.03% +5,390 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: 16,552 shares; 2024Q4: 18,329 shares; 2025Q1: 19,608 shares; 2025Q2: 21,789 shares; 2025Q3: 22,781 shares 22,781 $1.66M 0.03% +992 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,525 shares; 2024Q4: 209,656 shares; 2025Q1: 203,608 shares; 2025Q2: 21,084 shares; 2025Q3: 22,331 shares 22,331 $1.66M 0.03% +1,247 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,068 shares; 2025Q3: 37,486 shares 37,486 $1.65M 0.03% +418 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: 13,630 shares; 2025Q1: 15,729 shares; 2025Q2: 13,019 shares; 2025Q3: 13,931 shares 13,931 $1.65M 0.03% +912 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,802 shares; 2024Q4: 15,619 shares; 2025Q1: 16,173 shares; 2025Q2: 15,982 shares; 2025Q3: 15,974 shares 15,974 $1.65M 0.03% -8 Timeline SMIG 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: 48,653 shares; 2024Q4: 49,831 shares; 2025Q1: 46,245 shares; 2025Q2: 55,060 shares; 2025Q3: 55,160 shares 55,160 $1.63M 0.03% +100 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,664 shares; 2024Q4: 10,738 shares; 2025Q1: 11,329 shares; 2025Q2: 11,400 shares; 2025Q3: 11,575 shares 11,575 $1.62M 0.03% +175 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,589 shares; 2025Q3: 43,163 shares 43,163 $1.62M 0.03% -426 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 202 shares; 2025Q2: 201 shares; 2025Q3: 201 shares 201 $1.61M 0.03% 0 Timeline IWV 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: 3,467 shares; 2024Q4: 3,467 shares; 2025Q1: 3,467 shares; 2025Q2: 4,280 shares; 2025Q3: 4,226 shares 4,226 $1.6M 0.03% -54 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,967 shares; 2024Q4: 20,249 shares; 2025Q1: 22,583 shares; 2025Q2: 16,833 shares; 2025Q3: 16,619 shares 16,619 $1.58M 0.03% -214 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,964 shares; 2024Q4: 16,543 shares; 2025Q1: 12,824 shares; 2025Q2: 12,237 shares; 2025Q3: 12,016 shares 12,016 $1.54M 0.03% -221 Timeline AVDV 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: 7,794 shares; 2025Q2: 10,533 shares; 2025Q3: 16,941 shares 16,941 $1.51M 0.03% +6,408 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,123 shares; 2025Q3: 31,708 shares 31,708 $1.5M 0.03% +1,585 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,931 shares; 2025Q1: 4,416 shares; 2025Q2: 4,481 shares; 2025Q3: 4,518 shares 4,518 $1.5M 0.03% +37 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 9,657 shares; 2025Q1: 10,024 shares; 2025Q2: 10,387 shares; 2025Q3: 10,529 shares 10,529 $1.5M 0.03% +142 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,997 shares; 2024Q4: 107,188 shares; 2025Q1: 123,130 shares; 2025Q2: 122,001 shares; 2025Q3: 121,415 shares 121,415 $1.49M 0.03% -586 Timeline GNR 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: 4,767 shares; 2024Q4: 24,927 shares; 2025Q1: 10,647 shares; 2025Q2: 25,038 shares; 2025Q3: 25,038 shares 25,038 $1.48M 0.03% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 5,789 shares; 2025Q1: 5,771 shares; 2025Q2: 5,807 shares; 2025Q3: 6,922 shares 6,922 $1.48M 0.03% +1,115 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: not reported; 2024Q4: 10,904 shares; 2025Q1: 12,906 shares; 2025Q2: 14,861 shares; 2025Q3: 16,460 shares 16,460 $1.48M 0.03% +1,599 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: 49,584 shares; 2024Q4: 49,494 shares; 2025Q1: 48,675 shares; 2025Q2: 67,726 shares; 2025Q3: 67,897 shares 67,897 $1.46M 0.03% +171 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: 16,884 shares; 2024Q4: 16,833 shares; 2025Q1: 16,686 shares; 2025Q2: 16,104 shares; 2025Q3: 16,091 shares 16,091 $1.46M 0.03% -13 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,899 shares; 2025Q2: 45,665 shares; 2025Q3: 57,133 shares 57,133 $1.46M 0.03% +11,468 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,901 shares; 2024Q4: 10,974 shares; 2025Q1: 11,026 shares; 2025Q2: 11,117 shares; 2025Q3: 11,223 shares 11,223 $1.46M 0.03% +106 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,787 shares; 2025Q1: 7,377 shares; 2025Q2: 7,208 shares; 2025Q3: 7,315 shares 7,315 $1.45M 0.03% +107 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,909 shares; 2025Q2: 20,611 shares; 2025Q3: 29,402 shares 29,402 $1.44M 0.03% +8,791 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 2,390 shares; 2025Q1: 2,523 shares; 2025Q2: 2,995 shares; 2025Q3: 4,220 shares 4,220 $1.44M 0.03% +1,225 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 2,005 shares; 2025Q1: 1,876 shares; 2025Q2: 1,868 shares; 2025Q3: 1,860 shares 1,860 $1.44M 0.03% -8 Timeline IHAK 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: 20,571 shares; 2024Q4: 20,670 shares; 2025Q1: 19,797 shares; 2025Q2: 29,430 shares; 2025Q3: 27,370 shares 27,370 $1.43M 0.03% -2,060 Timeline ICOW 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: 67,269 shares; 2024Q4: 35,346 shares; 2025Q1: 31,134 shares; 2025Q2: 36,017 shares; 2025Q3: 39,221 shares 39,221 $1.43M 0.03% +3,204 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: 28,530 shares; 2024Q4: 28,239 shares; 2025Q1: 28,919 shares; 2025Q2: 28,928 shares; 2025Q3: 28,869 shares 28,869 $1.41M 0.03% -59 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 6,475 shares; 2025Q1: 6,174 shares; 2025Q2: 6,934 shares; 2025Q3: 12,384 shares 12,384 $1.38M 0.03% +5,450 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 3,931 shares; 2025Q1: 6,183 shares; 2025Q2: 6,882 shares; 2025Q3: 7,115 shares 7,115 $1.37M 0.03% +233 Timeline PSK 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: 49,470 shares; 2024Q4: 41,172 shares; 2025Q1: 37,746 shares; 2025Q2: 38,194 shares; 2025Q3: 41,306 shares 41,306 $1.37M 0.03% +3,112 Timeline PVI 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: 39,351 shares; 2024Q4: 42,876 shares; 2025Q1: 47,204 shares; 2025Q2: 42,919 shares; 2025Q3: 54,995 shares 54,995 $1.37M 0.03% +12,076 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 19,259 shares; 2025Q1: 19,222 shares; 2025Q2: 19,565 shares; 2025Q3: 19,558 shares 19,558 $1.36M 0.03% -7 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 12,641 shares; 2025Q1: 11,894 shares; 2025Q2: 11,593 shares; 2025Q3: 12,209 shares 12,209 $1.36M 0.03% +616 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: 1,659 shares; 2024Q4: 1,794 shares; 2025Q1: 3,355 shares; 2025Q2: 2,843 shares; 2025Q3: 4,019 shares 4,019 $1.36M 0.03% +1,176 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,709 shares; 2025Q3: 57,695 shares 57,695 $1.34M 0.03% +5,986 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,019 shares; 2024Q4: 9,791 shares; 2025Q1: 9,726 shares; 2025Q2: 9,886 shares; 2025Q3: 9,852 shares 9,852 $1.34M 0.03% -34 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 6,536 shares; 2025Q1: 5,739 shares; 2025Q2: 6,973 shares; 2025Q3: 6,813 shares 6,813 $1.33M 0.03% -160 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,760 shares; 2024Q4: 18,086 shares; 2025Q1: 25,280 shares; 2025Q2: 26,676 shares; 2025Q3: 26,212 shares 26,212 $1.33M 0.03% -464 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,748 shares; 2025Q1: 3,723 shares; 2025Q2: 4,897 shares; 2025Q3: 2,864 shares 2,864 $1.33M 0.03% -2,033 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,255 shares; 2024Q4: 20,970 shares; 2025Q1: 21,093 shares; 2025Q2: 34,682 shares; 2025Q3: 34,855 shares 34,855 $1.31M 0.03% +173 Timeline FFEB 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: 27,043 shares; 2024Q4: 26,927 shares; 2025Q1: 25,134 shares; 2025Q2: 23,834 shares; 2025Q3: 23,703 shares 23,703 $1.31M 0.03% -131 Timeline DJD 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: 20,657 shares; 2024Q4: 23,007 shares; 2025Q1: 24,842 shares; 2025Q2: 23,314 shares; 2025Q3: 23,510 shares 23,510 $1.3M 0.03% +196 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: 10,569 shares; 2024Q4: 10,835 shares; 2025Q1: 11,772 shares; 2025Q2: 11,599 shares; 2025Q3: 11,614 shares 11,614 $1.3M 0.03% +15 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 12,711 shares; 2025Q1: 12,822 shares; 2025Q2: 13,009 shares; 2025Q3: 12,725 shares 12,725 $1.3M 0.03% -284 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,608 shares; 2024Q4: 15,257 shares; 2025Q1: 14,839 shares; 2025Q2: 14,420 shares; 2025Q3: 14,420 shares 14,420 $1.29M 0.03% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,829 shares; 2024Q4: 29,431 shares; 2025Q1: 26,902 shares; 2025Q2: 30,041 shares; 2025Q3: 32,063 shares 32,063 $1.29M 0.03% +2,022 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,503 shares; 2025Q3: 14,093 shares 14,093 $1.29M 0.03% +1,590 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 4,008 shares; 2025Q1: 3,199 shares; 2025Q2: 4,690 shares; 2025Q3: 5,376 shares 5,376 $1.29M 0.03% +686 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 7,524 shares; 2025Q1: 7,959 shares; 2025Q2: 8,980 shares; 2025Q3: 9,155 shares 9,155 $1.28M 0.03% +175 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 10,540 shares; 2025Q1: 10,651 shares; 2025Q2: 8,903 shares; 2025Q3: 8,813 shares 8,813 $1.27M 0.03% -90 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,742 shares; 2024Q4: 13,930 shares; 2025Q1: 14,096 shares; 2025Q2: 12,400 shares; 2025Q3: 12,503 shares 12,503 $1.27M 0.03% +103 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 6,724 shares; 2025Q1: 6,790 shares; 2025Q2: 6,711 shares; 2025Q3: 6,882 shares 6,882 $1.26M 0.03% +171 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,551 shares; 2024Q4: 13,406 shares; 2025Q1: 13,406 shares; 2025Q2: 13,512 shares; 2025Q3: 13,495 shares 13,495 $1.26M 0.03% -17 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: 5,636 shares; 2024Q4: 11,238 shares; 2025Q1: 12,548 shares; 2025Q2: 12,307 shares; 2025Q3: 13,326 shares 13,326 $1.24M 0.03% +1,019 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,835 shares; 2024Q4: 15,347 shares; 2025Q1: 15,381 shares; 2025Q2: 11,193 shares; 2025Q3: 11,382 shares 11,382 $1.24M 0.03% +189 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 11,524 shares; 2025Q3: 12,197 shares 12,197 $1.24M 0.03% +673 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,284 shares; 2024Q4: 41,511 shares; 2025Q1: 40,781 shares; 2025Q2: 42,108 shares; 2025Q3: 43,113 shares 43,113 $1.23M 0.03% +1,005 Timeline PBDC 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: 28,663 shares; 2024Q4: 29,149 shares; 2025Q1: 37,665 shares; 2025Q2: 42,446 shares; 2025Q3: 38,600 shares 38,600 $1.23M 0.03% -3,846 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,644 shares; 2025Q2: 7,871 shares; 2025Q3: 8,485 shares 8,485 $1.21M 0.03% +614 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 4,046 shares; 2025Q1: 4,293 shares; 2025Q2: 4,340 shares; 2025Q3: 5,785 shares 5,785 $1.21M 0.03% +1,445 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,848 shares; 2024Q4: 12,159 shares; 2025Q1: 11,904 shares; 2025Q2: 12,816 shares; 2025Q3: 14,415 shares 14,415 $1.21M 0.03% +1,599 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,440 shares; 2025Q1: 4,864 shares; 2025Q2: 4,902 shares; 2025Q3: 4,858 shares 4,858 $1.2M 0.02% -44 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 10,596 shares; 2025Q1: 10,065 shares; 2025Q2: 10,039 shares; 2025Q3: 10,598 shares 10,598 $1.19M 0.02% +559 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,131 shares; 2025Q1: 2,208 shares; 2025Q2: 2,369 shares; 2025Q3: 2,503 shares 2,503 $1.19M 0.02% +134 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,576 shares; 2025Q1: 4,402 shares; 2025Q2: 5,698 shares; 2025Q3: 5,679 shares 5,679 $1.19M 0.02% -19 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: 2,366 shares; 2024Q4: 4,470 shares; 2025Q1: 3,941 shares; 2025Q2: 3,914 shares; 2025Q3: 3,932 shares 3,932 $1.18M 0.02% +18 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: 31,193 shares; 2024Q4: 32,068 shares; 2025Q1: 34,944 shares; 2025Q2: 33,546 shares; 2025Q3: 27,546 shares 27,546 $1.18M 0.02% -6,000 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: 22,711 shares; 2024Q4: 23,236 shares; 2025Q1: 25,184 shares; 2025Q2: 25,546 shares; 2025Q3: 25,998 shares 25,998 $1.17M 0.02% +452 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,376 shares; 2025Q1: 3,675 shares; 2025Q2: 3,728 shares; 2025Q3: 3,771 shares 3,771 $1.16M 0.02% +43 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 12,051 shares; 2025Q1: 11,402 shares; 2025Q2: 11,833 shares; 2025Q3: 12,227 shares 12,227 $1.16M 0.02% +394 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,367 shares; 2025Q2: 14,483 shares; 2025Q3: 24,035 shares 24,035 $1.15M 0.02% +9,552 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 4,303 shares; 2025Q1: 4,460 shares; 2025Q2: 4,244 shares; 2025Q3: 4,208 shares 4,208 $1.15M 0.02% -36 Timeline PSCT 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: 28,177 shares; 2024Q4: 24,718 shares; 2025Q1: 15,255 shares; 2025Q2: 23,477 shares; 2025Q3: 21,523 shares 21,523 $1.14M 0.02% -1,954 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,106 shares; 2025Q1: 2,438 shares; 2025Q2: 2,250 shares; 2025Q3: 2,346 shares 2,346 $1.14M 0.02% +96 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: 9,681 shares; 2024Q4: 11,324 shares; 2025Q1: 12,049 shares; 2025Q2: 11,086 shares; 2025Q3: 12,218 shares 12,218 $1.14M 0.02% +1,132 Timeline JMUB 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: 29,838 shares; 2024Q4: 34,106 shares; 2025Q1: 44,973 shares; 2025Q2: 29,755 shares; 2025Q3: 22,473 shares 22,473 $1.13M 0.02% -7,282 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,574 shares; 2025Q2: 1,527 shares; 2025Q3: 1,578 shares 1,578 $1.13M 0.02% +51 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: 22,369 shares; 2024Q4: 21,456 shares; 2025Q1: 24,884 shares; 2025Q2: 22,442 shares; 2025Q3: 24,136 shares 24,136 $1.13M 0.02% +1,694 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 2,138 shares; 2025Q1: 2,939 shares; 2025Q2: 3,006 shares; 2025Q3: 3,499 shares 3,499 $1.13M 0.02% +493 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: 10,510 shares; 2024Q4: 15,786 shares; 2025Q1: 18,523 shares; 2025Q2: 19,630 shares; 2025Q3: 19,595 shares 19,595 $1.13M 0.02% -35 Timeline FMAT 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: 22,002 shares; 2025Q2: 17,886 shares; 2025Q3: 21,445 shares 21,445 $1.12M 0.02% +3,559 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,678 shares; 2025Q1: 3,555 shares; 2025Q2: 5,007 shares; 2025Q3: 4,741 shares 4,741 $1.12M 0.02% -266 Timeline DTCR 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: 34,771 shares; 2025Q3: 54,461 shares 54,461 $1.12M 0.02% +19,690 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,550 shares; 2025Q1: 2,399 shares; 2025Q2: 2,563 shares; 2025Q3: 3,710 shares 3,710 $1.11M 0.02% +1,147 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: 8,393 shares; 2024Q4: 8,370 shares; 2025Q1: 7,906 shares; 2025Q2: 8,001 shares; 2025Q3: 7,860 shares 7,860 $1.11M 0.02% -141 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,055 shares; 2024Q4: 40,325 shares; 2025Q1: 39,634 shares; 2025Q2: 32,057 shares; 2025Q3: 31,174 shares 31,174 $1.11M 0.02% -883 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 6,745 shares; 2025Q1: 5,846 shares; 2025Q2: 5,799 shares; 2025Q3: 4,809 shares 4,809 $1.1M 0.02% -990 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,072 shares; 2025Q1: 5,239 shares; 2025Q2: 5,456 shares; 2025Q3: 5,486 shares 5,486 $1.1M 0.02% +30 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,915 shares; 2025Q3: 25,599 shares 25,599 $1.1M 0.02% +1,684 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,550 shares; 2025Q2: 21,798 shares; 2025Q3: 22,869 shares 22,869 $1.1M 0.02% +1,071 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: 24,623 shares; 2024Q4: 24,651 shares; 2025Q1: 24,902 shares; 2025Q2: 24,709 shares; 2025Q3: 24,431 shares 24,431 $1.09M 0.02% -278 Timeline PPA 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: 11,090 shares; 2024Q4: 11,444 shares; 2025Q1: 8,902 shares; 2025Q2: 8,326 shares; 2025Q3: 7,023 shares 7,023 $1.09M 0.02% -1,303 Timeline DEM 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: 19,028 shares; 2024Q4: 19,038 shares; 2025Q1: 18,794 shares; 2025Q2: 24,318 shares; 2025Q3: 23,713 shares 23,713 $1.09M 0.02% -605 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,934 shares; 2024Q4: 32,845 shares; 2025Q1: 32,886 shares; 2025Q2: 39,926 shares; 2025Q3: 44,680 shares 44,680 $1.09M 0.02% +4,754 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: 12,174 shares; 2024Q4: 11,626 shares; 2025Q1: 10,305 shares; 2025Q2: 20,878 shares; 2025Q3: 22,102 shares 22,102 $1.08M 0.02% +1,224 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: 2,869 shares; 2024Q4: 2,916 shares; 2025Q1: 2,483 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares 2,484 $1.08M 0.02% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,259 shares; 2024Q4: 19,941 shares; 2025Q1: 19,980 shares; 2025Q2: 22,698 shares; 2025Q3: 18,877 shares 18,877 $1.08M 0.02% -3,821 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,309 shares 21,309 $1.07M 0.02% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 4,406 shares; 2025Q1: 4,272 shares; 2025Q2: 9,663 shares; 2025Q3: 10,386 shares 10,386 $1.07M 0.02% +723 Timeline EVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,175 shares; 2024Q4: 36,553 shares; 2025Q1: 736,545 shares; 2025Q2: 42,007 shares; 2025Q3: 20,905 shares 20,905 $1.07M 0.02% -21,102 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 4,347 shares; 2025Q1: 4,231 shares; 2025Q2: 4,705 shares; 2025Q3: 5,106 shares 5,106 $1.05M 0.02% +401 Timeline INVESCO EXCH TRD SLF IDX FD 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: 56,078 shares; 2024Q4: 56,951 shares; 2025Q1: 46,459 shares; 2025Q2: 45,330 shares; 2025Q3: 45,213 shares 45,213 $1.04M 0.02% -117 ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,352 shares; 2025Q1: 4,400 shares; 2025Q2: 4,097 shares; 2025Q3: 4,240 shares 4,240 $1.04M 0.02% +143 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,172 shares; 2024Q4: 23,388 shares; 2025Q1: 25,255 shares; 2025Q2: 25,724 shares; 2025Q3: 26,080 shares 26,080 $1.04M 0.02% +356 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,143 shares; 2024Q4: 29,642 shares; 2025Q1: 28,245 shares; 2025Q2: 28,223 shares; 2025Q3: 27,726 shares 27,726 $1.04M 0.02% -497 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,669 shares; 2024Q4: 14,021 shares; 2025Q1: 28,042 shares; 2025Q2: 13,887 shares; 2025Q3: 14,003 shares 14,003 $1.03M 0.02% +116 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: 23,138 shares; 2024Q4: 27,362 shares; 2025Q1: 27,848 shares; 2025Q2: 27,540 shares; 2025Q3: 27,655 shares 27,655 $1.03M 0.02% +115 Timeline SCHV 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: 184,657 shares; 2024Q4: 541,438 shares; 2025Q1: 535,683 shares; 2025Q2: 34,507 shares; 2025Q3: 34,703 shares 34,703 $1.01M 0.02% +196 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: 8,435 shares; 2024Q4: 15,507 shares; 2025Q1: 15,379 shares; 2025Q2: 16,382 shares; 2025Q3: 16,488 shares 16,488 $1.01M 0.02% +106 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: 2,885 shares; 2024Q4: 2,585 shares; 2025Q1: 2,391 shares; 2025Q2: 4,334 shares; 2025Q3: 4,535 shares 4,535 $1.01M 0.02% +201 Timeline