MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,089 shares; 2024Q4: 103,217 shares; 2025Q1: 105,030 shares; 2025Q2: 102,679 shares; 2025Q3: 103,060 shares; 2025Q4: 103,953 shares 103,953 $50.3M 4.09% +893 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,898 shares; 2024Q4: 102,941 shares; 2025Q1: 107,100 shares; 2025Q2: 106,081 shares; 2025Q3: 106,963 shares; 2025Q4: 107,723 shares 107,723 $37.8M 3.07% +760 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,723 shares; 2024Q4: 129,809 shares; 2025Q1: 135,648 shares; 2025Q2: 136,659 shares; 2025Q3: 133,320 shares; 2025Q4: 130,632 shares 130,632 $35.5M 2.89% -2,688 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,578 shares; 2024Q4: 89,301 shares; 2025Q1: 90,936 shares; 2025Q2: 112,603 shares; 2025Q3: 111,711 shares; 2025Q4: 109,152 shares 109,152 $34.3M 2.78% -2,559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,706 shares; 2024Q4: 1,123,127 shares; 2025Q1: 1,133,017 shares; 2025Q2: 1,130,555 shares; 2025Q3: 1,154,986 shares; 2025Q4: 1,172,583 shares 1,172,583 $31.6M 2.56% +17,597 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,543 shares; 2024Q4: 8,543 shares; 2025Q1: 8,451 shares; 2025Q2: 13,036 shares; 2025Q3: 13,031 shares; 2025Q4: 13,215 shares 13,215 $28.4M 2.3% +184 Timeline BSCR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,415 shares; 2024Q4: 941,859 shares; 2025Q1: 1,046,203 shares; 2025Q2: 1,086,314 shares; 2025Q3: 1,128,884 shares; 2025Q4: 1,214,932 shares 1,214,932 $24M 1.95% +86,048 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,520 shares; 2024Q4: 102,799 shares; 2025Q1: 104,476 shares; 2025Q2: 88,632 shares; 2025Q3: 87,067 shares; 2025Q4: 73,675 shares 73,675 $23.1M 1.87% -13,392 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 7,662 shares; 2025Q1: 934,159 shares; 2025Q2: 965,775 shares; 2025Q3: 1,005,320 shares; 2025Q4: 1,087,252 shares 1,087,252 $22.4M 1.82% +81,932 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915,286 shares; 2024Q4: 976,260 shares; 2025Q1: 992,493 shares; 2025Q2: 1,019,256 shares; 2025Q3: 1,044,115 shares; 2025Q4: 1,092,559 shares 1,092,559 $21.4M 1.74% +48,444 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,692 shares; 2024Q4: 28,450 shares; 2025Q1: 28,837 shares; 2025Q2: 29,382 shares; 2025Q3: 29,553 shares; 2025Q4: 28,254 shares 28,254 $21.3M 1.73% -1,299 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,716 shares; 2024Q4: 90,731 shares; 2025Q1: 84,926 shares; 2025Q2: 85,278 shares; 2025Q3: 84,661 shares; 2025Q4: 87,203 shares 87,203 $19.9M 1.62% +2,542 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,009 shares; 2024Q4: 42,045 shares; 2025Q1: 40,400 shares; 2025Q2: 40,070 shares; 2025Q3: 42,072 shares; 2025Q4: 77,109 shares 77,109 $19.5M 1.58% +35,037 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,873 shares; 2024Q4: 91,625 shares; 2025Q1: 86,258 shares; 2025Q2: 87,702 shares; 2025Q3: 88,654 shares; 2025Q4: 88,677 shares 88,677 $18.4M 1.49% +23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,971 shares; 2024Q4: 39,471 shares; 2025Q1: 37,326 shares; 2025Q2: 37,166 shares; 2025Q3: 37,721 shares; 2025Q4: 35,936 shares 35,936 $18.1M 1.47% -1,785 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,237 shares; 2024Q4: 67,797 shares; 2025Q1: 69,876 shares; 2025Q2: 73,854 shares; 2025Q3: 72,954 shares; 2025Q4: 71,721 shares 71,721 $16.6M 1.35% -1,233 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,593 shares; 2024Q4: 72,523 shares; 2025Q1: 79,799 shares; 2025Q2: 83,907 shares; 2025Q3: 82,325 shares; 2025Q4: 86,592 shares 86,592 $16.1M 1.31% +4,267 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,889 shares; 2024Q4: 41,075 shares; 2025Q1: 41,755 shares; 2025Q2: 39,216 shares; 2025Q3: 38,892 shares; 2025Q4: 23,608 shares 23,608 $14.5M 1.18% -15,284 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,950 shares; 2024Q4: 14,045 shares; 2025Q1: 14,016 shares; 2025Q2: 14,054 shares; 2025Q3: 14,250 shares; 2025Q4: 13,428 shares 13,428 $14.4M 1.17% -822 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,104 shares; 2024Q4: 19,990 shares; 2025Q1: 19,761 shares; 2025Q2: 19,793 shares; 2025Q3: 19,222 shares; 2025Q4: 20,038 shares 20,038 $13.2M 1.07% +816 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,034 shares; 2024Q4: 40,297 shares; 2025Q1: 39,963 shares; 2025Q2: 40,297 shares; 2025Q3: 41,559 shares; 2025Q4: 40,130 shares 40,130 $12.9M 1.05% -1,429 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,537 shares; 2024Q4: 45,663 shares; 2025Q1: 45,492 shares; 2025Q2: 46,628 shares; 2025Q3: 46,399 shares; 2025Q4: 47,717 shares 47,717 $11.5M 0.94% +1,318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,071 shares; 2024Q4: 43,733 shares; 2025Q1: 43,643 shares; 2025Q2: 44,676 shares; 2025Q3: 44,383 shares; 2025Q4: 45,548 shares 45,548 $10.5M 0.86% +1,165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,883 shares; 2024Q4: 101,277 shares; 2025Q1: 102,018 shares; 2025Q2: 101,516 shares; 2025Q3: 101,640 shares; 2025Q4: 84,067 shares 84,067 $10.1M 0.82% -17,573 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,252 shares; 2024Q4: 81,251 shares; 2025Q1: 81,521 shares; 2025Q2: 82,300 shares; 2025Q3: 82,336 shares; 2025Q4: 82,786 shares 82,786 $9.7M 0.79% +450 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,310 shares; 2024Q4: 22,972 shares; 2025Q1: 23,542 shares; 2025Q2: 28,098 shares; 2025Q3: 25,470 shares; 2025Q4: 27,949 shares 27,949 $9.23M 0.75% +2,479 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,518 shares; 2024Q4: 106,884 shares; 2025Q1: 106,996 shares; 2025Q2: 109,475 shares; 2025Q3: 108,573 shares; 2025Q4: 92,155 shares 92,155 $8.85M 0.72% -16,418 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,953 shares; 2024Q4: 126,975 shares; 2025Q1: 141,912 shares; 2025Q2: 152,449 shares; 2025Q3: 162,995 shares; 2025Q4: 171,516 shares 171,516 $8.68M 0.71% +8,521 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,501 shares; 2024Q4: 39,039 shares; 2025Q1: 39,333 shares; 2025Q2: 37,305 shares; 2025Q3: 37,146 shares; 2025Q4: 40,040 shares 40,040 $8.49M 0.69% +2,894 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,474 shares; 2024Q4: 28,390 shares; 2025Q1: 27,611 shares; 2025Q2: 27,789 shares; 2025Q3: 26,654 shares; 2025Q4: 29,168 shares 29,168 $8.43M 0.68% +2,514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,147 shares; 2024Q4: 121,720 shares; 2025Q1: 121,088 shares; 2025Q2: 118,948 shares; 2025Q3: 118,716 shares; 2025Q4: 119,318 shares 119,318 $8.34M 0.68% +602 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,188 shares; 2024Q4: 81,544 shares; 2025Q1: 81,698 shares; 2025Q2: 76,995 shares; 2025Q3: 76,776 shares; 2025Q4: 73,373 shares 73,373 $8.17M 0.66% -3,403 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,809 shares; 2024Q4: 21,832 shares; 2025Q1: 20,592 shares; 2025Q2: 22,964 shares; 2025Q3: 23,243 shares; 2025Q4: 23,070 shares 23,070 $7.98M 0.65% -173 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,213 shares; 2024Q4: 39,353 shares; 2025Q1: 39,712 shares; 2025Q2: 43,822 shares; 2025Q3: 42,725 shares; 2025Q4: 40,733 shares 40,733 $7.94M 0.65% -1,992 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 18,266 shares; 2025Q1: 18,266 shares; 2025Q2: 18,266 shares; 2025Q3: 18,266 shares; 2025Q4: 21,804 shares 21,804 $7.35M 0.6% +3,538 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,996 shares; 2024Q4: 8,182 shares; 2025Q1: 8,280 shares; 2025Q2: 8,152 shares; 2025Q3: 8,287 shares; 2025Q4: 8,475 shares 8,475 $7.31M 0.59% +188 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,991 shares; 2024Q4: 96,794 shares; 2025Q1: 96,863 shares; 2025Q2: 98,536 shares; 2025Q3: 88,618 shares; 2025Q4: 83,411 shares 83,411 $7.3M 0.59% -5,207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,524 shares; 2024Q4: 65,084 shares; 2025Q1: 65,106 shares; 2025Q2: 60,929 shares; 2025Q3: 60,754 shares; 2025Q4: 50,403 shares 50,403 $7.22M 0.59% -10,351 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,317 shares; 2024Q4: 13,852 shares; 2025Q1: 12,872 shares; 2025Q2: 13,186 shares; 2025Q3: 13,133 shares; 2025Q4: 12,435 shares 12,435 $7.12M 0.58% -698 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,548 shares; 2024Q4: 20,004 shares; 2025Q1: 20,060 shares; 2025Q2: 20,192 shares; 2025Q3: 20,521 shares; 2025Q4: 20,530 shares 20,530 $7.06M 0.57% +9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,070 shares; 2024Q4: 70,639 shares; 2025Q1: 69,985 shares; 2025Q2: 68,356 shares; 2025Q3: 67,413 shares; 2025Q4: 66,699 shares 66,699 $7.02M 0.57% -714 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,668 shares; 2024Q4: 8,611 shares; 2025Q1: 8,617 shares; 2025Q2: 8,592 shares; 2025Q3: 8,592 shares; 2025Q4: 8,532 shares 8,532 $7M 0.57% -60 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,431 shares; 2024Q4: 106,522 shares; 2025Q1: 106,797 shares; 2025Q2: 108,478 shares; 2025Q3: 107,398 shares; 2025Q4: 110,690 shares 110,690 $6.88M 0.56% +3,292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,037 shares; 2024Q4: 45,247 shares; 2025Q1: 45,195 shares; 2025Q2: 42,937 shares; 2025Q3: 41,907 shares; 2025Q4: 42,850 shares 42,850 $6.87M 0.56% +943 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,237 shares; 2024Q4: 53,774 shares; 2025Q1: 53,225 shares; 2025Q2: 52,952 shares; 2025Q3: 53,119 shares; 2025Q4: 53,126 shares 53,126 $6.66M 0.54% +7 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,952 shares; 2024Q4: 76,321 shares; 2025Q1: 74,983 shares; 2025Q2: 75,684 shares; 2025Q3: 75,299 shares; 2025Q4: 75,452 shares 75,452 $6.58M 0.53% +153 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,350 shares; 2024Q4: 40,794 shares; 2025Q1: 41,126 shares; 2025Q2: 42,693 shares; 2025Q3: 42,636 shares; 2025Q4: 42,896 shares 42,896 $6.54M 0.53% +260 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,076 shares; 2024Q4: 29,906 shares; 2025Q1: 29,554 shares; 2025Q2: 29,330 shares; 2025Q3: 29,307 shares; 2025Q4: 29,311 shares 29,311 $6.44M 0.52% +4 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 6,568 shares; 2025Q1: 6,498 shares; 2025Q2: 6,196 shares; 2025Q3: 6,481 shares; 2025Q4: 67,240 shares 67,240 $6.3M 0.51% +60,759 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,223 shares; 2024Q4: 201,941 shares; 2025Q1: 203,737 shares; 2025Q2: 201,359 shares; 2025Q3: 204,874 shares; 2025Q4: 207,667 shares 207,667 $6.24M 0.51% +2,793 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,171 shares; 2024Q4: 10,318 shares; 2025Q1: 10,281 shares; 2025Q2: 9,844 shares; 2025Q3: 9,826 shares; 2025Q4: 9,914 shares 9,914 $6.22M 0.51% +88 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,700 shares; 2024Q4: 35,431 shares; 2025Q1: 40,249 shares; 2025Q2: 42,563 shares; 2025Q3: 34,296 shares; 2025Q4: 34,549 shares 34,549 $5.91M 0.48% +253 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,261 shares; 2024Q4: 16,574 shares; 2025Q1: 16,782 shares; 2025Q2: 14,795 shares; 2025Q3: 14,579 shares; 2025Q4: 16,668 shares 16,668 $5.83M 0.47% +2,089 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 16,933 shares; 2025Q1: 17,152 shares; 2025Q2: 17,518 shares; 2025Q3: 17,368 shares; 2025Q4: 17,979 shares 17,979 $5.83M 0.47% +611 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 9,224 shares; 2025Q1: 9,267 shares; 2025Q2: 9,277 shares; 2025Q3: 9,609 shares; 2025Q4: 9,821 shares 9,821 $5.61M 0.46% +212 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,083 shares; 2024Q4: 52,716 shares; 2025Q1: 55,879 shares; 2025Q2: 57,082 shares; 2025Q3: 60,798 shares; 2025Q4: 63,594 shares 63,594 $5.48M 0.45% +2,796 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,012 shares; 2024Q4: 119,576 shares; 2025Q1: 117,643 shares; 2025Q2: 114,430 shares; 2025Q3: 114,308 shares; 2025Q4: 113,414 shares 113,414 $5.42M 0.44% -894 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,101 shares; 2025Q1: 8,087 shares; 2025Q2: 8,044 shares; 2025Q3: 8,064 shares; 2025Q4: 7,895 shares 7,895 $5.38M 0.44% -169 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,797 shares; 2024Q4: 104,067 shares; 2025Q1: 108,989 shares; 2025Q2: 109,036 shares; 2025Q3: 116,739 shares; 2025Q4: 122,254 shares 122,254 $5.25M 0.43% +5,515 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 17,991 shares; 2025Q1: 18,399 shares; 2025Q2: 20,325 shares; 2025Q3: 19,683 shares; 2025Q4: 17,214 shares 17,214 $5.18M 0.42% -2,469 Timeline GEM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,697 shares; 2024Q4: 103,506 shares; 2025Q1: 109,283 shares; 2025Q2: 116,302 shares; 2025Q3: 124,319 shares; 2025Q4: 121,173 shares 121,173 $5.04M 0.41% -3,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 14,775 shares; 2025Q1: 15,730 shares; 2025Q2: 15,904 shares; 2025Q3: 16,533 shares; 2025Q4: 17,350 shares 17,350 $4.99M 0.41% +817 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,438 shares; 2024Q4: 161,548 shares; 2025Q1: 163,863 shares; 2025Q2: 167,046 shares; 2025Q3: 169,598 shares; 2025Q4: 169,200 shares 169,200 $4.82M 0.39% -398 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,894 shares; 2024Q4: 33,001 shares; 2025Q1: 33,270 shares; 2025Q2: 32,340 shares; 2025Q3: 33,593 shares; 2025Q4: 34,431 shares 34,431 $4.6M 0.37% +838 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,045 shares; 2024Q4: 30,603 shares; 2025Q1: 31,247 shares; 2025Q2: 35,153 shares; 2025Q3: 34,899 shares; 2025Q4: 36,338 shares 36,338 $4.58M 0.37% +1,439 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 14,818 shares; 2025Q1: 14,940 shares; 2025Q2: 14,636 shares; 2025Q3: 14,628 shares; 2025Q4: 14,832 shares 14,832 $4.53M 0.37% +204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,777 shares; 2024Q4: 117,132 shares; 2025Q1: 117,635 shares; 2025Q2: 115,702 shares; 2025Q3: 117,754 shares; 2025Q4: 108,884 shares 108,884 $4.43M 0.36% -8,870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 5,640 shares; 2025Q1: 6,022 shares; 2025Q2: 6,297 shares; 2025Q3: 8,084 shares; 2025Q4: 9,000 shares 9,000 $4.39M 0.36% +916 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,464 shares; 2024Q4: 44,147 shares; 2025Q1: 43,402 shares; 2025Q2: 40,299 shares; 2025Q3: 39,560 shares; 2025Q4: 38,332 shares 38,332 $4.36M 0.35% -1,228 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,908 shares; 2024Q4: 8,396 shares; 2025Q1: 8,712 shares; 2025Q2: 9,812 shares; 2025Q3: 8,968 shares; 2025Q4: 9,521 shares 9,521 $4.28M 0.35% +553 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,178 shares; 2024Q4: 54,362 shares; 2025Q1: 51,718 shares; 2025Q2: 54,366 shares; 2025Q3: 53,683 shares; 2025Q4: 53,176 shares 53,176 $4.27M 0.35% -507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,194 shares; 2024Q4: 10,246 shares; 2025Q1: 10,383 shares; 2025Q2: 10,340 shares; 2025Q3: 10,711 shares; 2025Q4: 10,774 shares 10,774 $4.24M 0.34% +63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,347 shares; 2024Q4: 81,324 shares; 2025Q1: 81,380 shares; 2025Q2: 79,720 shares; 2025Q3: 78,063 shares; 2025Q4: 77,082 shares 77,082 $4.24M 0.34% -981 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,966 shares; 2024Q4: 42,337 shares; 2025Q1: 43,153 shares; 2025Q2: 46,911 shares; 2025Q3: 46,773 shares; 2025Q4: 53,361 shares 53,361 $4.24M 0.34% +6,588 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,627 shares; 2024Q4: 30,657 shares; 2025Q1: 30,624 shares; 2025Q2: 31,649 shares; 2025Q3: 31,387 shares; 2025Q4: 31,493 shares 31,493 $4.18M 0.34% +106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,265 shares; 2024Q4: 14,217 shares; 2025Q1: 14,476 shares; 2025Q2: 14,427 shares; 2025Q3: 14,378 shares; 2025Q4: 14,232 shares 14,232 $4.11M 0.33% -146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,215 shares; 2024Q4: 55,370 shares; 2025Q1: 54,943 shares; 2025Q2: 53,852 shares; 2025Q3: 53,914 shares; 2025Q4: 52,846 shares 52,846 $4.07M 0.33% -1,068 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,564 shares; 2024Q4: 59,409 shares; 2025Q1: 56,992 shares; 2025Q2: 60,487 shares; 2025Q3: 55,716 shares; 2025Q4: 50,660 shares 50,660 $4.04M 0.33% -5,056 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 12,912 shares; 2025Q1: 12,837 shares; 2025Q2: 12,684 shares; 2025Q3: 12,694 shares; 2025Q4: 15,629 shares 15,629 $4.02M 0.33% +2,935 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,618 shares; 2025Q1: 4,641 shares; 2025Q2: 5,052 shares; 2025Q3: 4,732 shares; 2025Q4: 4,542 shares 4,542 $3.99M 0.32% -190 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,138 shares; 2025Q1: 1,147 shares; 2025Q2: 1,143 shares; 2025Q3: 1,131 shares; 2025Q4: 1,139 shares 1,139 $3.86M 0.31% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 15,354 shares; 2025Q1: 15,400 shares; 2025Q2: 15,098 shares; 2025Q3: 15,098 shares; 2025Q4: 14,985 shares 14,985 $3.85M 0.31% -113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,781 shares; 2024Q4: 16,581 shares; 2025Q1: 16,595 shares; 2025Q2: 17,084 shares; 2025Q3: 17,097 shares; 2025Q4: 17,113 shares 17,113 $3.84M 0.31% +16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,983 shares; 2024Q4: 14,952 shares; 2025Q1: 15,339 shares; 2025Q2: 16,423 shares; 2025Q3: 19,063 shares; 2025Q4: 20,087 shares 20,087 $3.84M 0.31% +1,024 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 39,465 shares; 2025Q1: 38,425 shares; 2025Q2: 75,796 shares; 2025Q3: 75,517 shares; 2025Q4: 76,568 shares 76,568 $3.83M 0.31% +1,051 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,229 shares; 2024Q4: 27,978 shares; 2025Q1: 29,487 shares; 2025Q2: 31,336 shares; 2025Q3: 32,857 shares; 2025Q4: 38,227 shares 38,227 $3.82M 0.31% +5,370 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,669 shares; 2024Q4: 9,697 shares; 2025Q1: 9,771 shares; 2025Q2: 10,358 shares; 2025Q3: 10,269 shares; 2025Q4: 10,666 shares 10,666 $3.81M 0.31% +397 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,366 shares; 2024Q4: 11,465 shares; 2025Q1: 11,622 shares; 2025Q2: 5,896 shares; 2025Q3: 5,858 shares; 2025Q4: 6,507 shares 6,507 $3.77M 0.31% +649 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 11,765 shares; 2025Q1: 12,038 shares; 2025Q2: 11,295 shares; 2025Q3: 11,543 shares; 2025Q4: 11,878 shares 11,878 $3.66M 0.3% +335 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 942 shares; 2025Q1: 957 shares; 2025Q2: 5,618 shares; 2025Q3: 6,043 shares; 2025Q4: 6,330 shares 6,330 $3.59M 0.29% +287 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,115 shares; 2024Q4: 274,115 shares; 2025Q1: 279,423 shares; 2025Q2: 280,435 shares; 2025Q3: 285,575 shares; 2025Q4: 263,995 shares 263,995 $3.58M 0.29% -21,580 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 11,343 shares; 2025Q1: 11,353 shares; 2025Q2: 10,623 shares; 2025Q3: 10,613 shares; 2025Q4: 10,636 shares 10,636 $3.57M 0.29% +23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,517 shares; 2024Q4: 115,007 shares; 2025Q1: 114,537 shares; 2025Q2: 120,855 shares; 2025Q3: 129,369 shares; 2025Q4: 127,948 shares 127,948 $3.51M 0.29% -1,421 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,106 shares; 2024Q4: 17,800 shares; 2025Q1: 18,182 shares; 2025Q2: 18,281 shares; 2025Q3: 18,760 shares; 2025Q4: 17,917 shares 17,917 $3.47M 0.28% -843 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 604 shares; 2025Q1: 611 shares; 2025Q2: 591 shares; 2025Q3: 611 shares; 2025Q4: 636 shares 636 $3.41M 0.28% +25 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,414 shares; 2024Q4: 25,632 shares; 2025Q1: 26,305 shares; 2025Q2: 26,275 shares; 2025Q3: 25,736 shares; 2025Q4: 25,366 shares 25,366 $3.37M 0.27% -370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,613 shares; 2024Q4: 41,103 shares; 2025Q1: 40,173 shares; 2025Q2: 37,857 shares; 2025Q3: 34,585 shares; 2025Q4: 33,659 shares 33,659 $3.34M 0.27% -926 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,966 shares; 2024Q4: 9,861 shares; 2025Q1: 9,785 shares; 2025Q2: 9,460 shares; 2025Q3: 9,420 shares; 2025Q4: 9,405 shares 9,405 $3.31M 0.27% -15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 7,835 shares; 2025Q1: 7,610 shares; 2025Q2: 11,465 shares; 2025Q3: 11,632 shares; 2025Q4: 10,714 shares 10,714 $3.26M 0.26% -918 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 10,594 shares; 2025Q1: 10,614 shares; 2025Q2: 10,377 shares; 2025Q3: 10,711 shares; 2025Q4: 10,870 shares 10,870 $3.24M 0.26% +159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,892 shares; 2024Q4: 9,026 shares; 2025Q1: 9,153 shares; 2025Q2: 8,976 shares; 2025Q3: 9,149 shares; 2025Q4: 8,765 shares 8,765 $3.24M 0.26% -384 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 7,401 shares; 2025Q1: 6,490 shares; 2025Q2: 6,878 shares; 2025Q3: 7,888 shares; 2025Q4: 9,155 shares 9,155 $3.21M 0.26% +1,267 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 2,460 shares; 2025Q1: 2,455 shares; 2025Q2: 35,900 shares; 2025Q3: 36,040 shares; 2025Q4: 35,075 shares 35,075 $3.2M 0.26% -965 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,633 shares; 2024Q4: 11,912 shares; 2025Q1: 17,050 shares; 2025Q2: 14,756 shares; 2025Q3: 17,804 shares; 2025Q4: 18,355 shares 18,355 $3.18M 0.26% +551 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,073 shares; 2024Q4: 76,023 shares; 2025Q1: 73,387 shares; 2025Q2: 69,963 shares; 2025Q3: 69,506 shares; 2025Q4: 64,015 shares 64,015 $3.15M 0.26% -5,491 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,473 shares; 2024Q4: 24,212 shares; 2025Q1: 24,577 shares; 2025Q2: 25,124 shares; 2025Q3: 24,801 shares; 2025Q4: 25,017 shares 25,017 $3.12M 0.25% +216 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,924 shares; 2024Q4: 87,879 shares; 2025Q1: 87,757 shares; 2025Q2: 87,457 shares; 2025Q3: 87,457 shares; 2025Q4: 85,857 shares 85,857 $3.11M 0.25% -1,600 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,403 shares; 2024Q4: 49,403 shares; 2025Q1: 49,403 shares; 2025Q2: 39,533 shares; 2025Q3: 39,533 shares; 2025Q4: 39,546 shares 39,546 $3.06M 0.25% +13 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,899 shares; 2024Q4: 53,799 shares; 2025Q1: 54,969 shares; 2025Q2: 54,969 shares; 2025Q3: 53,094 shares; 2025Q4: 51,489 shares 51,489 $3.02M 0.25% -1,605 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,652 shares; 2024Q4: 63,652 shares; 2025Q1: 63,652 shares; 2025Q2: 63,652 shares; 2025Q3: 63,652 shares; 2025Q4: 67,512 shares 67,512 $3M 0.24% +3,860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,981 shares; 2024Q4: 31,033 shares; 2025Q1: 31,708 shares; 2025Q2: 33,324 shares; 2025Q3: 32,668 shares; 2025Q4: 33,641 shares 33,641 $2.98M 0.24% +973 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,072 shares; 2024Q4: 27,640 shares; 2025Q1: 27,876 shares; 2025Q2: 28,500 shares; 2025Q3: 28,362 shares; 2025Q4: 28,974 shares 28,974 $2.97M 0.24% +612 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,063 shares; 2024Q4: 18,325 shares; 2025Q1: 18,227 shares; 2025Q2: 16,253 shares; 2025Q3: 16,335 shares; 2025Q4: 15,895 shares 15,895 $2.92M 0.24% -440 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 7,235 shares; 2025Q1: 11,235 shares; 2025Q2: 10,135 shares; 2025Q3: 10,135 shares; 2025Q4: 10,135 shares 10,135 $2.89M 0.24% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 17,069 shares 17,069 $2.79M 0.23% +16,383 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 12,756 shares; 2025Q1: 12,760 shares; 2025Q2: 12,788 shares; 2025Q3: 12,739 shares; 2025Q4: 12,659 shares 12,659 $2.78M 0.23% -80 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,987 shares; 2024Q4: 20,143 shares; 2025Q1: 22,062 shares; 2025Q2: 21,485 shares; 2025Q3: 19,231 shares; 2025Q4: 18,695 shares 18,695 $2.68M 0.22% -536 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,400 shares; 2024Q4: 34,289 shares; 2025Q1: 38,889 shares; 2025Q2: 42,213 shares; 2025Q3: 49,995 shares; 2025Q4: 52,162 shares 52,162 $2.63M 0.21% +2,167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862 shares; 2024Q4: 10,022 shares; 2025Q1: 10,426 shares; 2025Q2: 10,997 shares; 2025Q3: 11,712 shares; 2025Q4: 12,211 shares 12,211 $2.58M 0.21% +499 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 13,114 shares; 2025Q1: 14,223 shares; 2025Q2: 17,133 shares; 2025Q3: 16,763 shares; 2025Q4: 15,280 shares 15,280 $2.49M 0.2% -1,483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,718 shares; 2024Q4: 31,198 shares; 2025Q1: 34,056 shares; 2025Q2: 30,605 shares; 2025Q3: 32,887 shares; 2025Q4: 30,363 shares 30,363 $2.48M 0.2% -2,524 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 7,982 shares; 2025Q1: 8,009 shares; 2025Q2: 8,018 shares; 2025Q3: 8,557 shares; 2025Q4: 8,295 shares 8,295 $2.46M 0.2% -262 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,832 shares 35,832 $2.34M 0.19% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,365 shares; 2024Q4: 23,522 shares; 2025Q1: 25,042 shares; 2025Q2: 25,897 shares; 2025Q3: 25,729 shares; 2025Q4: 25,208 shares 25,208 $2.27M 0.18% -521 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,137 shares; 2024Q4: 138,464 shares; 2025Q1: 133,115 shares; 2025Q2: 109,152 shares; 2025Q3: 94,677 shares; 2025Q4: 90,235 shares 90,235 $2.25M 0.18% -4,442 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,219 shares; 2024Q4: 34,826 shares; 2025Q1: 34,911 shares; 2025Q2: 36,888 shares; 2025Q3: 35,982 shares; 2025Q4: 37,469 shares 37,469 $2.19M 0.18% +1,487 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,215 shares; 2024Q4: 19,960 shares; 2025Q1: 19,531 shares; 2025Q2: 19,133 shares; 2025Q3: 18,877 shares; 2025Q4: 18,677 shares 18,677 $2.17M 0.18% -200 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,377 shares; 2025Q3: 2,377 shares; 2025Q4: 8,354 shares 8,354 $2.16M 0.18% +5,977 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,384 shares; 2024Q4: 20,284 shares; 2025Q1: 20,024 shares; 2025Q2: 19,674 shares; 2025Q3: 19,674 shares; 2025Q4: 19,574 shares 19,574 $2.16M 0.18% -100 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 5,691 shares; 2025Q1: 5,852 shares; 2025Q2: 6,900 shares; 2025Q3: 6,622 shares; 2025Q4: 10,323 shares 10,323 $2.15M 0.17% +3,701 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,361 shares; 2025Q1: 5,411 shares; 2025Q2: 5,236 shares; 2025Q3: 9,395 shares; 2025Q4: 9,704 shares 9,704 $2.11M 0.17% +309 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,262 shares; 2024Q4: 30,262 shares; 2025Q1: 25,262 shares; 2025Q2: 25,262 shares; 2025Q3: 25,262 shares; 2025Q4: 25,262 shares 25,262 $2.09M 0.17% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,644 shares; 2025Q1: 7,607 shares; 2025Q2: 7,211 shares; 2025Q3: 7,131 shares; 2025Q4: 7,121 shares 7,121 $2.07M 0.17% -10 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,645 shares; 2024Q4: 38,940 shares; 2025Q1: 38,441 shares; 2025Q2: 37,892 shares; 2025Q3: 37,844 shares; 2025Q4: 37,471 shares 37,471 $2.02M 0.16% -373 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 4,165 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares; 2025Q3: 4,096 shares; 2025Q4: 4,071 shares 4,071 $1.97M 0.16% -25 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,938 shares; 2024Q4: 72,583 shares; 2025Q1: 68,933 shares; 2025Q2: 61,212 shares; 2025Q3: 60,087 shares; 2025Q4: 59,271 shares 59,271 $1.94M 0.16% -816 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,463 shares; 2024Q4: 34,617 shares; 2025Q1: 34,568 shares; 2025Q2: 34,038 shares; 2025Q3: 33,724 shares; 2025Q4: 28,290 shares 28,290 $1.9M 0.15% -5,434 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,520 shares; 2024Q4: 42,832 shares; 2025Q1: 44,550 shares; 2025Q2: 46,895 shares; 2025Q3: 44,697 shares; 2025Q4: 32,915 shares 32,915 $1.89M 0.15% -11,782 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,677 shares; 2024Q4: 43,551 shares; 2025Q1: 41,595 shares; 2025Q2: 41,736 shares; 2025Q3: 41,879 shares; 2025Q4: 42,332 shares 42,332 $1.85M 0.15% +453 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 7,010 shares; 2025Q1: 7,255 shares; 2025Q2: 7,872 shares; 2025Q3: 7,753 shares; 2025Q4: 8,316 shares 8,316 $1.79M 0.15% +563 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,271 shares; 2024Q4: 25,961 shares; 2025Q1: 25,376 shares; 2025Q2: 26,099 shares; 2025Q3: 25,962 shares; 2025Q4: 25,249 shares 25,249 $1.75M 0.14% -713 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 4,587 shares; 2025Q1: 4,350 shares; 2025Q2: 4,552 shares; 2025Q3: 4,673 shares; 2025Q4: 3,338 shares 3,338 $1.74M 0.14% -1,335 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,388 shares; 2025Q1: 2,442 shares; 2025Q2: 2,525 shares; 2025Q3: 2,587 shares; 2025Q4: 2,633 shares 2,633 $1.74M 0.14% +46 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,959 shares; 2025Q1: 2,827 shares; 2025Q2: 3,285 shares; 2025Q3: 3,437 shares; 2025Q4: 4,074 shares 4,074 $1.74M 0.14% +637 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,118 shares; 2024Q4: 41,458 shares; 2025Q1: 40,908 shares; 2025Q2: 36,800 shares; 2025Q3: 35,900 shares; 2025Q4: 35,390 shares 35,390 $1.74M 0.14% -510 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,136 shares; 2024Q4: 7,076 shares; 2025Q1: 7,050 shares; 2025Q2: 6,847 shares; 2025Q3: 6,577 shares; 2025Q4: 6,592 shares 6,592 $1.7M 0.14% +15 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,801 shares; 2025Q4: 17,838 shares 17,838 $1.68M 0.14% +37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 7,886 shares; 2025Q1: 9,460 shares; 2025Q2: 7,834 shares; 2025Q3: 7,852 shares; 2025Q4: 7,762 shares 7,762 $1.66M 0.14% -90 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,655 shares; 2024Q4: 7,732 shares; 2025Q1: 7,584 shares; 2025Q2: 7,586 shares; 2025Q3: 7,748 shares; 2025Q4: 7,901 shares 7,901 $1.66M 0.14% +153 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,078 shares; 2024Q4: 6,478 shares; 2025Q1: 4,641 shares; 2025Q2: 4,942 shares; 2025Q3: 4,976 shares; 2025Q4: 4,980 shares 4,980 $1.63M 0.13% +4 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,894 shares; 2024Q4: 67,931 shares; 2025Q1: 67,945 shares; 2025Q2: 70,266 shares; 2025Q3: 69,486 shares; 2025Q4: 71,312 shares 71,312 $1.63M 0.13% +1,826 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,660 shares; 2024Q4: 65,697 shares; 2025Q1: 63,633 shares; 2025Q2: 57,883 shares; 2025Q3: 58,614 shares; 2025Q4: 52,449 shares 52,449 $1.57M 0.13% -6,165 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,825 shares; 2024Q4: 24,825 shares; 2025Q1: 21,525 shares; 2025Q2: 21,525 shares; 2025Q3: 21,525 shares; 2025Q4: 21,525 shares 21,525 $1.56M 0.13% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,723 shares; 2024Q4: 14,370 shares; 2025Q1: 14,352 shares; 2025Q2: 14,464 shares; 2025Q3: 14,600 shares; 2025Q4: 14,714 shares 14,714 $1.53M 0.12% +114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,776 shares; 2024Q4: 10,459 shares; 2025Q1: 10,411 shares; 2025Q2: 10,459 shares; 2025Q3: 10,476 shares; 2025Q4: 10,559 shares 10,559 $1.52M 0.12% +83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 3,963 shares; 2025Q1: 4,413 shares; 2025Q2: 4,558 shares; 2025Q3: 4,558 shares; 2025Q4: 4,493 shares 4,493 $1.51M 0.12% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,686 shares; 2024Q4: 18,921 shares; 2025Q1: 19,711 shares; 2025Q2: 20,149 shares; 2025Q3: 21,243 shares; 2025Q4: 20,419 shares 20,419 $1.5M 0.12% -824 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 827 shares; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,112 shares 1,112 $1.48M 0.12% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,618 shares; 2024Q4: 62,474 shares; 2025Q1: 62,769 shares; 2025Q2: 61,307 shares; 2025Q3: 61,227 shares; 2025Q4: 61,063 shares 61,063 $1.47M 0.12% -164 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,541 shares; 2024Q4: 12,721 shares; 2025Q1: 12,990 shares; 2025Q2: 17,034 shares; 2025Q3: 17,194 shares; 2025Q4: 18,269 shares 18,269 $1.47M 0.12% +1,075 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,352 shares; 2025Q2: 32,285 shares; 2025Q3: 31,374 shares; 2025Q4: 31,885 shares 31,885 $1.46M 0.12% +511 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,607 shares; 2025Q1: 1,580 shares; 2025Q2: 1,282 shares; 2025Q3: 1,696 shares; 2025Q4: 1,347 shares 1,347 $1.44M 0.12% -349 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,279 shares; 2024Q4: 37,280 shares; 2025Q1: 50,943 shares; 2025Q2: 53,390 shares; 2025Q3: 54,915 shares; 2025Q4: 57,964 shares 57,964 $1.44M 0.12% +3,049 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,188 shares; 2024Q4: 16,430 shares; 2025Q1: 17,037 shares; 2025Q2: 17,831 shares; 2025Q3: 17,546 shares; 2025Q4: 14,686 shares 14,686 $1.44M 0.12% -2,860 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,494 shares; 2024Q4: 13,344 shares; 2025Q1: 13,344 shares; 2025Q2: 13,280 shares; 2025Q3: 13,040 shares; 2025Q4: 12,770 shares 12,770 $1.43M 0.12% -270 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 17,456 shares; 2025Q1: 17,716 shares; 2025Q2: 18,930 shares; 2025Q3: 19,258 shares; 2025Q4: 14,036 shares 14,036 $1.42M 0.12% -5,222 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,953 shares; 2024Q4: 14,063 shares; 2025Q1: 11,163 shares; 2025Q2: 11,163 shares; 2025Q3: 11,165 shares; 2025Q4: 11,705 shares 11,705 $1.41M 0.11% +540 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 8,172 shares; 2025Q1: 8,172 shares; 2025Q2: 8,172 shares; 2025Q3: 8,172 shares; 2025Q4: 8,172 shares 8,172 $1.37M 0.11% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,360 shares; 2025Q1: 8,860 shares; 2025Q2: 8,860 shares; 2025Q3: 8,860 shares; 2025Q4: 8,700 shares 8,700 $1.34M 0.11% -160 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,395 shares; 2024Q4: 8,349 shares; 2025Q1: 8,381 shares; 2025Q2: 8,334 shares; 2025Q3: 8,334 shares; 2025Q4: 8,093 shares 8,093 $1.31M 0.11% -241 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 2,532 shares; 2025Q1: 2,532 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,538 shares 2,538 $1.3M 0.11% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 3,804 shares; 2025Q1: 3,887 shares; 2025Q2: 4,044 shares; 2025Q3: 4,646 shares; 2025Q4: 4,837 shares 4,837 $1.28M 0.1% +191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,903 shares; 2024Q4: 13,507 shares; 2025Q1: 13,524 shares; 2025Q2: 13,519 shares; 2025Q3: 13,947 shares; 2025Q4: 13,739 shares 13,739 $1.28M 0.1% -208 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 4,092 shares; 2025Q1: 4,092 shares; 2025Q2: 3,878 shares; 2025Q3: 6,093 shares; 2025Q4: 25,269 shares 25,269 $1.26M 0.1% +19,176 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 11,987 shares; 2025Q1: 12,087 shares; 2025Q2: 13,130 shares; 2025Q3: 13,623 shares; 2025Q4: 13,364 shares 13,364 $1.25M 0.1% -259 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares 9,800 $1.24M 0.1% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,959 shares; 2024Q4: 9,707 shares; 2025Q1: 9,904 shares; 2025Q2: 10,377 shares; 2025Q3: 10,521 shares; 2025Q4: 10,130 shares 10,130 $1.23M 0.1% -391 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 830 shares; 2025Q1: 780 shares; 2025Q2: 810 shares; 2025Q3: 7,582 shares; 2025Q4: 7,585 shares 7,585 $1.22M 0.1% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,335 shares; 2024Q4: 35,335 shares; 2025Q1: 36,335 shares; 2025Q2: 38,135 shares; 2025Q3: 37,135 shares; 2025Q4: 37,141 shares 37,141 $1.19M 0.1% +6 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: 5,224 shares; 2025Q1: 5,199 shares; 2025Q2: 5,150 shares; 2025Q3: 5,076 shares; 2025Q4: 4,733 shares 4,733 $1.17M 0.09% -343 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 826 shares; 2025Q1: 479 shares; 2025Q2: 6,691 shares; 2025Q3: 5,374 shares; 2025Q4: 6,358 shares 6,358 $1.13M 0.09% +984 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,155 shares; 2025Q1: 1,190 shares; 2025Q2: 1,174 shares; 2025Q3: 1,329 shares; 2025Q4: 7,355 shares 7,355 $1.13M 0.09% +6,026 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,048 shares; 2024Q4: 5,275 shares; 2025Q1: 5,175 shares; 2025Q2: 5,125 shares; 2025Q3: 5,125 shares; 2025Q4: 4,950 shares 4,950 $1.13M 0.09% -175 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 268 shares; 2025Q2: 265 shares; 2025Q3: 1,759 shares; 2025Q4: 1,915 shares 1,915 $1.11M 0.09% +156 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,662 shares; 2025Q1: 5,796 shares; 2025Q2: 5,931 shares; 2025Q3: 6,061 shares; 2025Q4: 5,992 shares 5,992 $1.11M 0.09% -69 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 2,421 shares; 2025Q1: 2,421 shares; 2025Q2: 2,421 shares; 2025Q3: 2,421 shares; 2025Q4: 6,426 shares 6,426 $1.1M 0.09% +4,005 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,440 shares; 2024Q4: 15,440 shares; 2025Q1: 15,440 shares; 2025Q2: 15,382 shares; 2025Q3: 15,348 shares; 2025Q4: 16,660 shares 16,660 $1.1M 0.09% +1,312 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 10,497 shares; 2025Q1: 9,864 shares; 2025Q2: 8,979 shares; 2025Q3: 9,467 shares; 2025Q4: 10,860 shares 10,860 $1.1M 0.09% +1,393 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,540 shares; 2024Q4: 20,540 shares; 2025Q1: 20,540 shares; 2025Q2: 19,830 shares; 2025Q3: 25,228 shares; 2025Q4: 25,258 shares 25,258 $1.07M 0.09% +30 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 2,249 shares; 2025Q4: 2,695 shares 2,695 $1.07M 0.09% +446 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,956 shares; 2025Q1: 4,235 shares; 2025Q2: 2,458 shares; 2025Q3: 2,382 shares; 2025Q4: 2,280 shares 2,280 $1.07M 0.09% -102 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,727 shares; 2024Q4: 36,858 shares; 2025Q1: 36,934 shares; 2025Q2: 39,074 shares; 2025Q3: 38,981 shares; 2025Q4: 38,914 shares 38,914 $1.07M 0.09% -67 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,627 shares 1,627 $1.06M 0.09% -6 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: 5,775 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,610 shares 5,610 $1.04M 0.08% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,655 shares; 2024Q4: 63,655 shares; 2025Q1: 63,655 shares; 2025Q2: 63,030 shares; 2025Q3: 63,030 shares; 2025Q4: 63,030 shares 63,030 $1.04M 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 4,955 shares; 2025Q1: 8,607 shares; 2025Q2: 8,931 shares; 2025Q3: 4,614 shares; 2025Q4: 4,447 shares 4,447 $1.02M 0.08% -167 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,557 shares; 2025Q1: 2,558 shares; 2025Q2: 8,366 shares; 2025Q3: 9,154 shares; 2025Q4: 8,657 shares 8,657 $1.01M 0.08% -497 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,066 shares; 2025Q1: 4,016 shares; 2025Q2: 4,016 shares; 2025Q3: 4,016 shares; 2025Q4: 4,016 shares 4,016 $1.01M 0.08% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,724 shares; 2024Q4: 41,347 shares; 2025Q1: 41,740 shares; 2025Q2: 12,461 shares; 2025Q3: 12,034 shares; 2025Q4: 11,688 shares 11,688 $996K 0.08% -346 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,762 shares; 2025Q1: 3,762 shares; 2025Q2: 3,777 shares; 2025Q3: 3,777 shares; 2025Q4: 3,762 shares 3,762 $988K 0.08% -15 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 11,645 shares; 2025Q1: 11,545 shares; 2025Q2: 11,360 shares; 2025Q3: 11,860 shares; 2025Q4: 11,860 shares 11,860 $984K 0.08% 0 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,424 shares; 2024Q4: 32,424 shares; 2025Q1: 32,424 shares; 2025Q2: 32,424 shares; 2025Q3: 32,454 shares; 2025Q4: 33,046 shares 33,046 $980K 0.08% +592 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 8,138 shares; 2025Q1: 7,645 shares; 2025Q2: 8,314 shares; 2025Q3: 9,513 shares; 2025Q4: 10,086 shares 10,086 $962K 0.08% +573 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,540 shares; 2024Q4: 16,540 shares; 2025Q1: 11,480 shares; 2025Q2: 11,050 shares; 2025Q3: 11,025 shares; 2025Q4: 11,025 shares 11,025 $946K 0.08% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,138 shares; 2024Q4: 11,988 shares; 2025Q1: 11,988 shares; 2025Q2: 11,888 shares; 2025Q3: 11,888 shares; 2025Q4: 11,768 shares 11,768 $930K 0.08% -120 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 3,158 shares; 2025Q3: 4,272 shares; 2025Q4: 4,571 shares 4,571 $928K 0.08% +299 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,526 shares; 2024Q4: 7,526 shares; 2025Q1: 7,026 shares; 2025Q2: 6,926 shares; 2025Q3: 6,726 shares; 2025Q4: 6,726 shares 6,726 $927K 0.08% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 9,825 shares; 2025Q1: 9,825 shares; 2025Q2: 9,825 shares; 2025Q3: 10,261 shares; 2025Q4: 10,263 shares 10,263 $918K 0.07% +2 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,318 shares; 2024Q4: 12,892 shares; 2025Q1: 12,594 shares; 2025Q2: 12,144 shares; 2025Q3: 12,145 shares; 2025Q4: 12,029 shares 12,029 $879K 0.07% -116 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,625 shares; 2024Q4: 9,416 shares; 2025Q1: 9,416 shares; 2025Q2: 8,951 shares; 2025Q3: 8,587 shares; 2025Q4: 8,483 shares 8,483 $875K 0.07% -104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 9,283 shares; 2025Q1: 8,893 shares; 2025Q2: 8,638 shares; 2025Q3: 8,328 shares; 2025Q4: 8,369 shares 8,369 $867K 0.07% +41 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,903 shares; 2025Q1: 3,869 shares; 2025Q2: 3,821 shares; 2025Q3: 4,053 shares; 2025Q4: 4,039 shares 4,039 $855K 0.07% -14 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 5,186 shares; 2025Q1: 6,011 shares; 2025Q2: 5,062 shares; 2025Q3: 5,295 shares; 2025Q4: 4,814 shares 4,814 $855K 0.07% -481 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,492 shares; 2024Q4: 14,825 shares; 2025Q1: 14,828 shares; 2025Q2: 15,128 shares; 2025Q3: 15,431 shares; 2025Q4: 15,354 shares 15,354 $841K 0.07% -77 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,503 shares; 2025Q1: 1,526 shares; 2025Q2: 1,503 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares 1,468 $837K 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 3,469 shares; 2025Q1: 4,372 shares; 2025Q2: 4,150 shares; 2025Q3: 4,631 shares; 2025Q4: 3,077 shares 3,077 $826K 0.07% -1,554 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 4,317 shares; 2025Q1: 4,248 shares; 2025Q2: 5,021 shares; 2025Q3: 3,002 shares; 2025Q4: 2,998 shares 2,998 $825K 0.07% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 7,882 shares; 2025Q1: 8,419 shares; 2025Q2: 10,060 shares; 2025Q3: 10,399 shares; 2025Q4: 10,886 shares 10,886 $821K 0.07% +487 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,200 shares; 2025Q1: 8,100 shares; 2025Q2: 7,900 shares; 2025Q3: 7,800 shares; 2025Q4: 7,750 shares 7,750 $816K 0.07% -50 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,148 shares; 2024Q4: 11,903 shares; 2025Q1: 10,457 shares; 2025Q2: 10,261 shares; 2025Q3: 10,264 shares; 2025Q4: 10,167 shares 10,167 $807K 0.07% -97 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 779 shares; 2025Q1: 769 shares; 2025Q2: 749 shares; 2025Q3: 749 shares; 2025Q4: 748 shares 748 $801K 0.07% -1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,836 shares; 2024Q4: 42,037 shares; 2025Q1: 35,665 shares; 2025Q2: 31,698 shares; 2025Q3: 25,932 shares; 2025Q4: 21,656 shares 21,656 $799K 0.06% -4,276 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 1,876 shares; 2025Q1: 1,966 shares; 2025Q2: 2,035 shares; 2025Q3: 2,518 shares; 2025Q4: 2,837 shares 2,837 $792K 0.06% +319 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,161 shares; 2024Q4: 41,148 shares; 2025Q1: 39,730 shares; 2025Q2: 39,772 shares; 2025Q3: 30,187 shares; 2025Q4: 29,688 shares 29,688 $786K 0.06% -499 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 3,745 shares; 2025Q1: 3,745 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,753 shares 3,753 $781K 0.06% +3 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,621 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares 2,583 $758K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,977 shares; 2025Q1: 1,977 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,590 shares 1,590 $753K 0.06% -375 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,920 shares; 2025Q1: 1,972 shares; 2025Q2: 2,005 shares; 2025Q3: 2,317 shares; 2025Q4: 2,485 shares 2,485 $751K 0.06% +168 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 2,885 shares; 2025Q4: 2,567 shares 2,567 $745K 0.06% -318 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,772 shares; 2024Q4: 20,512 shares; 2025Q1: 19,912 shares; 2025Q2: 19,012 shares; 2025Q3: 19,012 shares; 2025Q4: 19,012 shares 19,012 $744K 0.06% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,161 shares 2,161 $730K 0.06% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,435 shares; 2024Q4: 12,435 shares; 2025Q1: 12,435 shares; 2025Q2: 12,435 shares; 2025Q3: 12,435 shares; 2025Q4: 16,698 shares 16,698 $729K 0.06% +4,263 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,831 shares; 2024Q4: 7,523 shares; 2025Q1: 7,653 shares; 2025Q2: 7,468 shares; 2025Q3: 7,468 shares; 2025Q4: 7,470 shares 7,470 $728K 0.06% +2 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,365 shares; 2024Q4: 10,368 shares; 2025Q1: 9,904 shares; 2025Q2: 9,511 shares; 2025Q3: 9,208 shares; 2025Q4: 8,555 shares 8,555 $720K 0.06% -653 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,771 shares; 2025Q1: 4,843 shares; 2025Q2: 4,704 shares; 2025Q3: 4,630 shares; 2025Q4: 4,865 shares 4,865 $697K 0.06% +235 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 6,164 shares; 2025Q1: 6,164 shares; 2025Q2: 6,114 shares; 2025Q3: 6,114 shares; 2025Q4: 6,114 shares 6,114 $695K 0.06% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,485 shares 2,485 $674K 0.05% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 7,048 shares; 2025Q1: 6,979 shares; 2025Q2: 6,979 shares; 2025Q3: 6,979 shares; 2025Q4: 6,979 shares 6,979 $670K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 12,792 shares; 2025Q1: 12,682 shares; 2025Q2: 11,558 shares; 2025Q3: 11,483 shares; 2025Q4: 11,453 shares 11,453 $660K 0.05% -30 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 1,037 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,433 shares; 2025Q4: 1,575 shares 1,575 $657K 0.05% +142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,607 shares; 2024Q4: 11,204 shares; 2025Q1: 11,206 shares; 2025Q2: 10,882 shares; 2025Q3: 10,884 shares; 2025Q4: 11,213 shares 11,213 $657K 0.05% +329 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,447 shares; 2024Q4: 13,447 shares; 2025Q1: 13,597 shares; 2025Q2: 12,847 shares; 2025Q3: 12,847 shares; 2025Q4: 12,807 shares 12,807 $652K 0.05% -40 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,427 shares; 2024Q4: 12,427 shares; 2025Q1: 12,427 shares; 2025Q2: 12,427 shares; 2025Q3: 12,427 shares; 2025Q4: 12,427 shares 12,427 $651K 0.05% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,815 shares; 2025Q2: 7,515 shares; 2025Q3: 15,575 shares; 2025Q4: 34,475 shares 34,475 $649K 0.05% +18,900 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 5,974 shares; 2025Q1: 5,974 shares; 2025Q2: 5,531 shares; 2025Q3: 5,531 shares; 2025Q4: 5,531 shares 5,531 $649K 0.05% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,650 shares; 2025Q1: 6,650 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,350 shares 6,350 $637K 0.05% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,926 shares; 2025Q1: 2,836 shares; 2025Q2: 2,771 shares; 2025Q3: 2,602 shares; 2025Q4: 2,568 shares 2,568 $634K 0.05% -34 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,988 shares; 2025Q3: 8,092 shares; 2025Q4: 8,094 shares 8,094 $626K 0.05% +2 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,148 shares; 2024Q4: 11,223 shares; 2025Q1: 9,973 shares; 2025Q2: 7,149 shares; 2025Q3: 7,149 shares; 2025Q4: 6,919 shares 6,919 $622K 0.05% -230 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $616K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,232 shares; 2024Q4: 14,486 shares; 2025Q1: 12,431 shares; 2025Q2: 10,944 shares; 2025Q3: 10,946 shares; 2025Q4: 11,317 shares 11,317 $610K 0.05% +371 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,667 shares; 2024Q4: 13,667 shares; 2025Q1: 13,667 shares; 2025Q2: 13,667 shares; 2025Q3: 13,667 shares; 2025Q4: 13,667 shares 13,667 $607K 0.05% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,519 shares 3,519 $600K 0.05% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,169 shares; 2024Q4: 9,169 shares; 2025Q1: 9,169 shares; 2025Q2: 8,719 shares; 2025Q3: 8,719 shares; 2025Q4: 13,024 shares 13,024 $598K 0.05% +4,305 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,382 shares; 2025Q1: 2,332 shares; 2025Q2: 2,282 shares; 2025Q3: 2,232 shares; 2025Q4: 2,232 shares 2,232 $572K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,240 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,207 shares 1,207 $562K 0.05% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,476 shares; 2025Q1: 1,260 shares; 2025Q2: 1,277 shares; 2025Q3: 1,399 shares; 2025Q4: 1,398 shares 1,398 $554K 0.05% -1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 3,241 shares; 2025Q1: 3,241 shares; 2025Q2: 3,003 shares; 2025Q3: 2,903 shares; 2025Q4: 2,803 shares 2,803 $547K 0.04% -100 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,655 shares; 2024Q4: 26,236 shares; 2025Q1: 26,244 shares; 2025Q2: 24,603 shares; 2025Q3: 24,613 shares; 2025Q4: 22,963 shares 22,963 $544K 0.04% -1,650 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 2,966 shares; 2025Q1: 2,927 shares; 2025Q2: 2,450 shares; 2025Q3: 2,492 shares; 2025Q4: 2,606 shares 2,606 $541K 0.04% +114 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,850 shares; 2025Q2: 4,200 shares; 2025Q3: 7,800 shares; 2025Q4: 7,850 shares 7,850 $538K 0.04% +50 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,134 shares; 2025Q1: 4,134 shares; 2025Q2: 3,061 shares; 2025Q3: 3,061 shares; 2025Q4: 3,060 shares 3,060 $514K 0.04% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,461 shares; 2024Q4: 5,461 shares; 2025Q1: 5,949 shares; 2025Q2: 5,949 shares; 2025Q3: 5,949 shares; 2025Q4: 5,949 shares 5,949 $508K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 10,703 shares; 2025Q1: 10,703 shares; 2025Q2: 10,703 shares; 2025Q3: 10,703 shares; 2025Q4: 10,703 shares 10,703 $507K 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,289 shares; 2024Q4: 9,333 shares; 2025Q1: 9,291 shares; 2025Q2: 8,126 shares; 2025Q3: 8,046 shares; 2025Q4: 8,096 shares 8,096 $506K 0.04% +50 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,767 shares; 2024Q4: 14,080 shares; 2025Q1: 11,842 shares; 2025Q2: 11,283 shares; 2025Q3: 10,683 shares; 2025Q4: 8,883 shares 8,883 $503K 0.04% -1,800 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,203 shares; 2024Q4: 22,203 shares; 2025Q1: 22,203 shares; 2025Q2: 22,203 shares; 2025Q3: 22,203 shares; 2025Q4: 22,203 shares 22,203 $503K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 17,232 shares; 2025Q1: 18,125 shares; 2025Q2: 19,025 shares; 2025Q3: 19,025 shares; 2025Q4: 19,086 shares 19,086 $501K 0.04% +61 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 142 shares; 2025Q1: 173 shares; 2025Q2: 222 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $499K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 4,235 shares; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares; 2025Q3: 4,235 shares; 2025Q4: 4,235 shares 4,235 $488K 0.04% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,459 shares; 2025Q1: 2,821 shares; 2025Q2: 2,609 shares; 2025Q3: 2,610 shares; 2025Q4: 2,872 shares 2,872 $468K 0.04% +262 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,716 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,711 shares; 2025Q4: 2,444 shares 2,444 $468K 0.04% -267 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,066 shares; 2025Q1: 5,866 shares; 2025Q2: 5,866 shares; 2025Q3: 5,868 shares; 2025Q4: 5,870 shares 5,870 $463K 0.04% +2 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,251 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares 2,251 $463K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,573 shares; 2024Q4: 10,406 shares; 2025Q1: 10,399 shares; 2025Q2: 9,976 shares; 2025Q3: 9,924 shares; 2025Q4: 9,752 shares 9,752 $459K 0.04% -172 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,113 shares; 2024Q4: 10,113 shares; 2025Q1: 9,713 shares; 2025Q2: 9,613 shares; 2025Q3: 9,863 shares; 2025Q4: 9,587 shares 9,587 $449K 0.04% -276 Timeline PFIX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 5,125 shares; 2025Q1: 5,125 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 9,225 shares 9,225 $442K 0.04% +4,150 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,282 shares; 2025Q1: 3,334 shares; 2025Q2: 3,323 shares; 2025Q3: 3,326 shares; 2025Q4: 3,368 shares 3,368 $440K 0.04% +42 Timeline TUA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,613 shares; 2024Q4: 17,119 shares; 2025Q1: 20,373 shares; 2025Q2: 20,173 shares; 2025Q3: 20,173 shares; 2025Q4: 19,873 shares 19,873 $435K 0.04% -300 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,295 shares; 2025Q1: 2,296 shares; 2025Q2: 2,296 shares; 2025Q3: 697 shares; 2025Q4: 2,298 shares 2,298 $432K 0.04% +1,601 Timeline BSJR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 11,290 shares; 2025Q3: 13,290 shares; 2025Q4: 18,990 shares 18,990 $429K 0.03% +5,700 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,157 shares; 2024Q4: 10,958 shares; 2025Q1: 11,158 shares; 2025Q2: 11,859 shares; 2025Q3: 15,092 shares; 2025Q4: 14,218 shares 14,218 $429K 0.03% -874 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 7,164 shares; 2025Q1: 7,164 shares; 2025Q2: 7,164 shares; 2025Q3: 7,164 shares; 2025Q4: 7,164 shares 7,164 $422K 0.03% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,160 shares; 2025Q1: 3,140 shares; 2025Q2: 3,040 shares; 2025Q3: 2,875 shares; 2025Q4: 2,785 shares 2,785 $415K 0.03% -90 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,326 shares; 2025Q1: 2,339 shares; 2025Q2: 2,289 shares; 2025Q3: 2,289 shares; 2025Q4: 2,351 shares 2,351 $413K 0.03% +62 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,128 shares; 2025Q1: 1,110 shares; 2025Q2: 1,101 shares; 2025Q3: 1,103 shares; 2025Q4: 1,104 shares 1,104 $412K 0.03% +1 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $403K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 781 shares 781 $399K 0.03% -20 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 8,839 shares; 2025Q1: 9,258 shares; 2025Q2: 9,272 shares; 2025Q3: 9,534 shares; 2025Q4: 9,534 shares 9,534 $393K 0.03% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,116 shares; 2024Q4: 27,149 shares; 2025Q1: 27,747 shares; 2025Q2: 26,116 shares; 2025Q3: 11,416 shares; 2025Q4: 10,602 shares 10,602 $392K 0.03% -814 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 6,110 shares; 2025Q1: 6,110 shares; 2025Q2: 6,110 shares; 2025Q3: 6,110 shares; 2025Q4: 6,110 shares 6,110 $382K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,081 shares; 2025Q1: 5,896 shares; 2025Q2: 5,873 shares; 2025Q3: 5,673 shares; 2025Q4: 5,673 shares 5,673 $380K 0.03% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,070 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 1,908 shares; 2025Q4: 1,878 shares 1,878 $375K 0.03% -30 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 800 shares 800 $373K 0.03% -37 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,440 shares; 2025Q3: 7,340 shares; 2025Q4: 5,000 shares 5,000 $372K 0.03% -2,340 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 14,375 shares; 2025Q1: 14,440 shares; 2025Q2: 14,440 shares; 2025Q3: 14,440 shares; 2025Q4: 14,440 shares 14,440 $370K 0.03% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,452 shares; 2025Q1: 2,440 shares; 2025Q2: 2,940 shares; 2025Q3: 2,540 shares; 2025Q4: 2,670 shares 2,670 $368K 0.03% +130 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,953 shares; 2025Q2: 1,853 shares; 2025Q3: 1,853 shares; 2025Q4: 1,803 shares 1,803 $366K 0.03% -50 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares; 2025Q4: 2,533 shares 2,533 $365K 0.03% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares 868 $358K 0.03% 0 Timeline BSMS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 7,500 shares; 2025Q4: 15,000 shares 15,000 $352K 0.03% +7,500 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 400 shares; 2025Q1: 367 shares; 2025Q2: 488 shares; 2025Q3: 503 shares; 2025Q4: 502 shares 502 $344K 0.03% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,265 shares; 2025Q1: 1,345 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,060 shares 1,060 $338K 0.03% -65 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,197 shares; 2025Q1: 5,097 shares; 2025Q2: 4,897 shares; 2025Q3: 4,897 shares; 2025Q4: 4,585 shares 4,585 $337K 0.03% -312 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $335K 0.03% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: 5,581 shares; 2025Q1: 5,591 shares; 2025Q2: 5,607 shares; 2025Q3: 4,224 shares; 2025Q4: 4,228 shares 4,228 $333K 0.03% +4 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,135 shares 1,135 $333K 0.03% -38 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,406 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares 1,417 $323K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 5,999 shares; 2025Q1: 5,991 shares; 2025Q2: 5,992 shares; 2025Q3: 5,995 shares; 2025Q4: 5,990 shares 5,990 $322K 0.03% -5 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 1,000 shares; 2025Q1: 1,150 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $318K 0.03% 0 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,869 shares; 2024Q4: 42,869 shares; 2025Q1: 37,869 shares; 2025Q2: 37,869 shares; 2025Q3: 37,869 shares; 2025Q4: 34,053 shares 34,053 $317K 0.03% -3,816 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,422 shares; 2024Q4: 9,122 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares 9,150 $315K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 6,379 shares; 2025Q1: 7,379 shares; 2025Q2: 4,729 shares; 2025Q3: 4,729 shares; 2025Q4: 5,229 shares 5,229 $314K 0.03% +500 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,222 shares; 2025Q1: 1,197 shares; 2025Q2: 1,107 shares; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares 1,107 $314K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 3,600 shares; 2025Q1: 3,545 shares; 2025Q2: 4,161 shares; 2025Q3: 4,161 shares; 2025Q4: 3,504 shares 3,504 $313K 0.03% -657 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares; 2025Q4: 3,045 shares 3,045 $311K 0.03% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,290 shares; 2024Q4: 6,790 shares; 2025Q1: 7,290 shares; 2025Q2: 7,290 shares; 2025Q3: 7,290 shares; 2025Q4: 7,290 shares 7,290 $310K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,278 shares; 2025Q1: 3,082 shares; 2025Q2: 2,610 shares; 2025Q3: 2,349 shares; 2025Q4: 1,817 shares 1,817 $307K 0.02% -532 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 3,148 shares; 2025Q1: 3,148 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 3,148 shares 3,148 $306K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 763 shares; 2025Q1: 764 shares; 2025Q2: 765 shares; 2025Q3: 767 shares; 2025Q4: 769 shares 769 $298K 0.02% +2 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 4,134 shares; 2025Q1: 3,699 shares; 2025Q2: 7,268 shares; 2025Q3: 7,368 shares; 2025Q4: 7,399 shares 7,399 $297K 0.02% +31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 363 shares 363 $294K 0.02% -7 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $289K 0.02% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,000 shares; 2024Q4: 76,000 shares; 2025Q1: 76,000 shares; 2025Q2: 66,000 shares; 2025Q3: 66,000 shares; 2025Q4: 54,000 shares 54,000 $286K 0.02% -12,000 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 972 shares; 2025Q3: 922 shares; 2025Q4: 872 shares 872 $282K 0.02% -50 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 4,206 shares; 2025Q1: 4,056 shares; 2025Q2: 3,231 shares; 2025Q3: 3,231 shares; 2025Q4: 3,231 shares 3,231 $281K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,582 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares 1,754 $281K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 4,841 shares; 2025Q1: 5,062 shares; 2025Q2: 8,134 shares; 2025Q3: 8,203 shares; 2025Q4: 8,074 shares 8,074 $280K 0.02% -129 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 3,303 shares; 2025Q3: 3,303 shares; 2025Q4: 3,303 shares 3,303 $278K 0.02% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: 5,023 shares; 2025Q1: 4,694 shares; 2025Q2: 3,995 shares; 2025Q3: 2,440 shares; 2025Q4: 2,278 shares 2,278 $278K 0.02% -162 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,182 shares; 2025Q1: 4,257 shares; 2025Q2: 4,257 shares; 2025Q3: 4,257 shares; 2025Q4: 4,257 shares 4,257 $275K 0.02% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 4,163 shares; 2025Q1: 4,163 shares; 2025Q2: 4,124 shares; 2025Q3: 3,805 shares; 2025Q4: 3,484 shares 3,484 $271K 0.02% -321 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 435 shares; 2025Q4: 435 shares 435 $271K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,094 shares; 2025Q1: 2,094 shares; 2025Q2: 2,094 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares 2,094 $270K 0.02% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000 $270K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 2,750 shares; 2025Q3: 2,836 shares; 2025Q4: 2,680 shares 2,680 $268K 0.02% -156 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares 302 $265K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,527 shares; 2025Q1: 3,653 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 3,452 shares 3,452 $265K 0.02% -6 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,928 shares; 2025Q2: 6,066 shares; 2025Q3: 5,951 shares; 2025Q4: 5,947 shares 5,947 $264K 0.02% -4 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $259K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,716 shares; 2025Q1: 1,720 shares; 2025Q2: 1,822 shares; 2025Q3: 1,837 shares; 2025Q4: 1,832 shares 1,832 $259K 0.02% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,090 shares; 2025Q1: 3,040 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 5,772 shares 5,772 $258K 0.02% +2,702 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,297 shares; 2024Q4: 5,714 shares; 2025Q1: 5,504 shares; 2025Q2: 5,010 shares; 2025Q3: 5,011 shares; 2025Q4: 5,013 shares 5,013 $257K 0.02% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,251 shares; 2025Q1: 3,251 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,216 shares 3,216 $256K 0.02% -35 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,775 shares; 2025Q1: 4,775 shares; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,975 shares 3,975 $255K 0.02% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,050 shares; 2025Q4: 7,000 shares 7,000 $254K 0.02% -50 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,941 shares; 2025Q3: 2,946 shares; 2025Q4: 2,951 shares 2,951 $252K 0.02% +5 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 10,900 shares; 2025Q4: 13,400 shares 13,400 $251K 0.02% +2,500 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 1,031 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares 1,032 $250K 0.02% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,540 shares; 2025Q2: 6,981 shares; 2025Q3: 6,920 shares; 2025Q4: 6,880 shares 6,880 $249K 0.02% -40 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 3,241 shares; 2025Q1: 3,141 shares; 2025Q2: 3,142 shares; 2025Q3: 3,143 shares; 2025Q4: 3,093 shares 3,093 $246K 0.02% -50 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 1,687 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 3,480 shares 3,480 $245K 0.02% +1,740 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 851 shares; 2025Q1: 937 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 851 shares 851 $243K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares; 2025Q2: 3,263 shares; 2025Q3: 3,263 shares; 2025Q4: 3,263 shares 3,263 $240K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,454 shares; 2024Q4: 3,454 shares; 2025Q1: 3,454 shares; 2025Q2: 3,454 shares; 2025Q3: 3,354 shares; 2025Q4: 3,354 shares 3,354 $240K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 8,168 shares; 2025Q1: 8,120 shares; 2025Q2: 8,126 shares; 2025Q3: 8,131 shares; 2025Q4: 8,068 shares 8,068 $239K 0.02% -63 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,894 shares; 2025Q2: 13,490 shares; 2025Q3: 14,638 shares; 2025Q4: 14,803 shares 14,803 $238K 0.02% +165 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,379 shares; 2024Q4: 5,471 shares; 2025Q1: 5,472 shares; 2025Q2: 5,378 shares; 2025Q3: 2,632 shares; 2025Q4: 2,434 shares 2,434 $238K 0.02% -198 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares 441 $235K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 9,550 shares; 2025Q1: 9,550 shares; 2025Q2: 9,550 shares; 2025Q3: 9,550 shares; 2025Q4: 9,550 shares 9,550 $229K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,406 shares; 2025Q1: 1,615 shares; 2025Q2: 1,617 shares; 2025Q3: 2,387 shares; 2025Q4: 495 shares 495 $224K 0.02% -1,892 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,828 shares; 2025Q1: 3,841 shares; 2025Q2: 3,855 shares; 2025Q3: 3,942 shares; 2025Q4: 3,954 shares 3,954 $224K 0.02% +12 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares 1,236 $224K 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 2,441 shares; 2025Q1: 2,441 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,441 shares 2,441 $223K 0.02% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,250 shares 2,250 $222K 0.02% -100 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $222K 0.02% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,625 shares 1,625 $222K 0.02% -100 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares; 2025Q3: 1,834 shares; 2025Q4: 1,800 shares 1,800 $221K 0.02% -34 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,940 shares; 2025Q1: 4,942 shares; 2025Q2: 4,945 shares; 2025Q3: 4,948 shares; 2025Q4: 4,751 shares 4,751 $215K 0.02% -197 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,720 shares; 2025Q1: 2,670 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares 2,360 $214K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 6,495 shares; 2025Q1: 6,521 shares; 2025Q2: 6,848 shares; 2025Q3: 6,332 shares; 2025Q4: 5,567 shares 5,567 $214K 0.02% -765 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 882 shares; 2025Q4: 882 shares 882 $213K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,722 shares; 2025Q1: 5,722 shares; 2025Q2: 4,873 shares; 2025Q3: 4,573 shares; 2025Q4: 3,984 shares 3,984 $210K 0.02% -589 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,851 shares; 2025Q3: 2,852 shares; 2025Q4: 2,832 shares 2,832 $209K 0.02% -20 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares 2,530 $208K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 929 shares; 2025Q1: 859 shares; 2025Q2: 860 shares; 2025Q3: 984 shares; 2025Q4: 1,062 shares 1,062 $207K 0.02% +78 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,901 shares; 2025Q1: 4,901 shares; 2025Q2: 4,961 shares; 2025Q3: 4,961 shares; 2025Q4: 4,923 shares 4,923 $206K 0.02% -38 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $203K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 6,616 shares; 2025Q1: 6,496 shares; 2025Q2: 6,096 shares; 2025Q3: 6,093 shares; 2025Q4: 6,078 shares 6,078 $198K 0.02% -15 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,037 shares; 2025Q1: 2,037 shares; 2025Q2: 2,187 shares; 2025Q3: 2,187 shares; 2025Q4: 2,187 shares 2,187 $197K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares 1,077 $196K 0.02% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 3,171 shares; 2025Q1: 3,171 shares; 2025Q2: 3,096 shares; 2025Q3: 3,056 shares; 2025Q4: 2,306 shares 2,306 $194K 0.02% -750 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,420 shares; 2024Q4: 20,463 shares; 2025Q1: 21,164 shares; 2025Q2: 20,915 shares; 2025Q3: 21,066 shares; 2025Q4: 10,145 shares 10,145 $194K 0.02% -10,921 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 1,005 shares; 2025Q1: 1,196 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $193K 0.02% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares 1,865 $192K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,348 shares 1,348 $190K 0.02% +43 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 4,801 shares; 2025Q1: 4,601 shares; 2025Q2: 4,401 shares; 2025Q3: 4,301 shares; 2025Q4: 2,351 shares 2,351 $188K 0.02% -1,950 Timeline BSJS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 1,425 shares; 2025Q3: 6,925 shares; 2025Q4: 8,525 shares 8,525 $188K 0.02% +1,600 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 1,983 shares; 2025Q3: 1,987 shares; 2025Q4: 1,991 shares 1,991 $187K 0.02% +4 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares 487 $187K 0.02% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 645 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $187K 0.02% 0 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,751 shares; 2024Q4: 17,979 shares; 2025Q1: 16,909 shares; 2025Q2: 16,909 shares; 2025Q3: 15,909 shares; 2025Q4: 13,212 shares 13,212 $186K 0.02% -2,697 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,544 shares; 2025Q1: 2,544 shares; 2025Q2: 2,544 shares; 2025Q3: 2,544 shares; 2025Q4: 2,546 shares 2,546 $185K 0.02% +2 Timeline TAN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 4,030 shares; 2025Q1: 3,830 shares; 2025Q2: 3,880 shares; 2025Q3: 3,760 shares; 2025Q4: 3,760 shares 3,760 $185K 0.02% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 1,000 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 3,500 shares 3,500 $185K 0.01% +1,750 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 1,619 shares; 2025Q4: 1,629 shares 1,629 $184K 0.01% +10 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares 1,209 $183K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares 1,337 $182K 0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,774 shares; 2025Q2: 1,724 shares; 2025Q3: 1,724 shares; 2025Q4: 1,726 shares 1,726 $180K 0.01% +2 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $179K 0.01% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,648 shares; 2025Q4: 1,648 shares 1,648 $179K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,431 shares; 2025Q1: 1,434 shares; 2025Q2: 1,438 shares; 2025Q3: 1,466 shares; 2025Q4: 1,444 shares 1,444 $178K 0.01% -22 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $177K 0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $174K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 2,552 shares; 2025Q3: 2,677 shares; 2025Q4: 2,702 shares 2,702 $174K 0.01% +25 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $173K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $171K 0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,583 shares; 2024Q4: 4,583 shares; 2025Q1: 4,583 shares; 2025Q2: 4,583 shares; 2025Q3: 4,583 shares; 2025Q4: 4,583 shares 4,583 $170K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,473 shares; 2025Q1: 3,438 shares; 2025Q2: 2,829 shares; 2025Q3: 2,679 shares; 2025Q4: 2,649 shares 2,649 $168K 0.01% -30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 6,144 shares; 2025Q1: 6,144 shares; 2025Q2: 6,144 shares; 2025Q3: 6,144 shares; 2025Q4: 6,145 shares 6,145 $167K 0.01% +1 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares 1,112 $165K 0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares 4,725 $164K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $162K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,543 shares; 2025Q1: 1,618 shares; 2025Q2: 1,589 shares; 2025Q3: 1,549 shares; 2025Q4: 1,289 shares 1,289 $162K 0.01% -260 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,275 shares; 2024Q4: 15,701 shares; 2025Q1: 13,329 shares; 2025Q2: 13,329 shares; 2025Q3: 12,529 shares; 2025Q4: 11,429 shares 11,429 $162K 0.01% -1,100 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 892 shares; 2025Q3: 834 shares; 2025Q4: 834 shares 834 $162K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,625 shares; 2025Q3: 2,525 shares; 2025Q4: 1,869 shares 1,869 $161K 0.01% -656 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 539 shares; 2025Q1: 519 shares; 2025Q2: 625 shares; 2025Q3: 668 shares; 2025Q4: 1,108 shares 1,108 $160K 0.01% +440 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,964 shares; 2024Q4: 5,845 shares; 2025Q1: 5,440 shares; 2025Q2: 5,038 shares; 2025Q3: 5,051 shares; 2025Q4: 4,020 shares 4,020 $159K 0.01% -1,031 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $157K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 782 shares 782 $151K 0.01% +75 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 9,700 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $151K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $150K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 391 shares; 2025Q1: 402 shares; 2025Q2: 409 shares; 2025Q3: 713 shares; 2025Q4: 834 shares 834 $148K 0.01% +121 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 120 shares 120 $146K 0.01% -15 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,000 shares; 2025Q1: 1,600 shares; 2025Q2: 4,050 shares; 2025Q3: 4,350 shares; 2025Q4: 3,750 shares 3,750 $144K 0.01% -600 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 894 shares; 2025Q4: 894 shares 894 $144K 0.01% 0 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares 4,700 $140K 0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,362 shares; 2024Q4: 5,362 shares; 2025Q1: 5,362 shares; 2025Q2: 5,362 shares; 2025Q3: 5,362 shares; 2025Q4: 5,362 shares 5,362 $140K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 358 shares; 2025Q4: 358 shares 358 $139K 0.01% 0 Timeline FRST PRIMIS FINANCIAL CORP More: the full row for PRIMIS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $139K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $136K 0.01% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,857 shares; 2025Q1: 5,184 shares; 2025Q2: 5,774 shares; 2025Q3: 5,814 shares; 2025Q4: 5,777 shares 5,777 $135K 0.01% -37 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares 270 $132K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 459 shares 459 $132K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 994 shares 994 $132K 0.01% +1 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares 711 $129K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $129K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares 289 $129K 0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 375 shares 375 $127K 0.01% +8 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares 562 $125K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,161 shares; 2024Q4: 6,161 shares; 2025Q1: 6,161 shares; 2025Q2: 6,161 shares; 2025Q3: 6,561 shares; 2025Q4: 6,161 shares 6,161 $125K 0.01% -400 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares 1,008 $124K 0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,398 shares; 2025Q3: 1,398 shares; 2025Q4: 1,398 shares 1,398 $122K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,750 shares; 2025Q1: 1,600 shares; 2025Q2: 1,611 shares; 2025Q3: 1,277 shares; 2025Q4: 1,211 shares 1,211 $120K 0.01% -66 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,542 shares 7,542 $120K 0.01% new Timeline VUSB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,263 shares; 2025Q1: 2,281 shares; 2025Q2: 2,309 shares; 2025Q3: 2,336 shares; 2025Q4: 2,370 shares 2,370 $118K 0.01% +34 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 1,189 shares; 2025Q3: 1,148 shares; 2025Q4: 1,147 shares 1,147 $118K 0.01% -1 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,289 shares; 2025Q1: 2,289 shares; 2025Q2: 2,294 shares; 2025Q3: 2,312 shares; 2025Q4: 2,371 shares 2,371 $117K 0.01% +59 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares 1,494 $116K 0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 800 shares 800 $116K 0.01% -1,275 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 2,000 shares 2,000 $116K 0.01% +1,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 454 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 969 shares 969 $116K 0.01% +485 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $116K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,192 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,592 shares; 2025Q4: 2,705 shares 2,705 $115K 0.01% +1,113 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $115K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,478 shares; 2025Q4: 1,598 shares 1,598 $114K 0.01% +120 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares 1,678 $113K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $113K 0.01% 0 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,702 shares; 2025Q2: 2,733 shares; 2025Q3: 3,300 shares; 2025Q4: 3,278 shares 3,278 $113K 0.01% -22 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $112K 0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $112K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares 2,495 $111K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,743 shares 3,743 $111K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares 1,203 $111K 0.01% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares 5,600 $109K 0.01% 0 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,475 shares; 2025Q1: 2,498 shares; 2025Q2: 2,522 shares; 2025Q3: 3,045 shares; 2025Q4: 3,067 shares 3,067 $109K 0.01% +22 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares 1,545 $108K 0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares 1,797 $108K 0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 221 shares; 2025Q4: 221 shares 221 $107K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,131 shares 1,131 $106K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,015 shares; 2025Q1: 1,415 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares 1,213 $106K 0.01% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 6,628 shares; 2025Q1: 6,643 shares; 2025Q2: 3,313 shares; 2025Q3: 3,331 shares; 2025Q4: 3,341 shares 3,341 $105K 0.01% +10 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $104K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares 378 $103K 0.01% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,970 shares; 2025Q3: 1,831 shares; 2025Q4: 2,141 shares 2,141 $103K 0.01% +310 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,738 shares; 2025Q1: 1,673 shares; 2025Q2: 1,676 shares; 2025Q3: 1,689 shares; 2025Q4: 1,811 shares 1,811 $102K 0.01% +122 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,767 shares; 2025Q1: 1,667 shares; 2025Q2: 1,520 shares; 2025Q3: 1,525 shares; 2025Q4: 1,528 shares 1,528 $101K 0.01% +3 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 355 shares; 2025Q1: 330 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 323 shares 323 $101K 0.01% -2 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $100K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 205 shares; 2025Q2: 217 shares; 2025Q3: 218 shares; 2025Q4: 208 shares 208 $99.8K 0.01% -10 Timeline COEPTIS THERAPEUTICS HLDGS … COEPTIS THERAPEUTICS HLDGS INC CO… More: the full row for COEPTIS THERAPEUTICS HLDGS INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $99.8K 0.01% 0 PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares 855 $99.5K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $98.6K 0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,150 shares 1,150 $98.4K 0.01% -250 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 706 shares 706 $98.2K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares 529 $98.2K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 674 shares; 2025Q3: 944 shares; 2025Q4: 944 shares 944 $97.9K 0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares 503 $97.3K 0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 3,980 shares; 2025Q1: 3,980 shares; 2025Q2: 3,980 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares 3,980 $97K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares 2,180 $96.7K 0.01% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,427 shares 6,427 $96.4K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $95.6K 0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 721 shares; 2025Q3: 666 shares; 2025Q4: 733 shares 733 $95.3K 0.01% +67 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,517 shares; 2024Q4: 17,114 shares; 2025Q1: 16,367 shares; 2025Q2: 16,367 shares; 2025Q3: 3,000 shares; 2025Q4: 2,000 shares 2,000 $95.3K 0.01% -1,000 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,350 shares 1,350 $95K 0.01% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 612 shares 612 $94.7K 0.01% -211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,709 shares; 2025Q1: 1,717 shares; 2025Q2: 1,546 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares 1,551 $93.3K 0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares 846 $93.2K 0.01% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares 1,435 $92.8K 0.01% 0 Timeline