AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,867 shares; 2024Q4: 362,782 shares; 2025Q1: 354,384 shares; 2025Q2: 349,357 shares; 2025Q3: 348,074 shares 348,074 $88.6M 5.95% -1,283 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,376 shares; 2024Q4: 119,614 shares; 2025Q1: 122,316 shares; 2025Q2: 118,307 shares; 2025Q3: 117,333 shares 117,333 $60.8M 4.08% -974 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,497 shares; 2024Q4: 436,574 shares; 2025Q1: 434,376 shares; 2025Q2: 429,334 shares; 2025Q3: 429,458 shares 429,458 $56M 3.75% +124 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,254 shares; 2024Q4: 1,921,306 shares; 2025Q1: 1,898,727 shares; 2025Q2: 1,864,340 shares; 2025Q3: 1,863,389 shares 1,863,389 $49.1M 3.29% -951 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,660 shares; 2024Q4: 162,323 shares; 2025Q1: 151,953 shares; 2025Q2: 135,361 shares; 2025Q3: 124,572 shares 124,572 $41.1M 2.76% -10,789 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,436 shares; 2024Q4: 142,626 shares; 2025Q1: 139,226 shares; 2025Q2: 129,067 shares; 2025Q3: 128,354 shares 128,354 $40.5M 2.72% -713 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,847 shares; 2024Q4: 186,634 shares; 2025Q1: 185,406 shares; 2025Q2: 180,847 shares; 2025Q3: 180,826 shares 180,826 $39.7M 2.66% -21 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,328 shares; 2024Q4: 154,394 shares; 2025Q1: 154,260 shares; 2025Q2: 154,711 shares; 2025Q3: 143,507 shares 143,507 $35M 2.35% -11,204 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,157 shares; 2024Q4: 89,371 shares; 2025Q1: 86,969 shares; 2025Q2: 84,510 shares; 2025Q3: 80,066 shares 80,066 $27.3M 1.83% -4,444 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,537 shares; 2024Q4: 51,703 shares; 2025Q1: 49,173 shares; 2025Q2: 47,967 shares; 2025Q3: 44,019 shares 44,019 $27.1M 1.82% -3,948 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,852 shares; 2024Q4: 62,250 shares; 2025Q1: 64,087 shares; 2025Q2: 63,979 shares; 2025Q3: 64,694 shares 64,694 $26.2M 1.76% +715 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,361 shares; 2024Q4: 26,312 shares; 2025Q1: 31,909 shares; 2025Q2: 32,606 shares; 2025Q3: 33,811 shares 33,811 $24.8M 1.67% +1,205 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,858 shares; 2024Q4: 493,462 shares; 2025Q1: 482,233 shares; 2025Q2: 460,530 shares; 2025Q3: 482,726 shares 482,726 $24.5M 1.64% +22,196 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,732 shares; 2024Q4: 153,040 shares; 2025Q1: 154,738 shares; 2025Q2: 154,906 shares; 2025Q3: 152,933 shares 152,933 $24.3M 1.63% -1,973 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,528 shares; 2024Q4: 256,413 shares; 2025Q1: 273,017 shares; 2025Q2: 272,588 shares; 2025Q3: 270,307 shares 270,307 $24.1M 1.62% -2,281 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,356 shares; 2024Q4: 153,513 shares; 2025Q1: 154,927 shares; 2025Q2: 138,009 shares; 2025Q3: 130,767 shares 130,767 $21.9M 1.47% -7,242 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,619 shares; 2024Q4: 860,942 shares; 2025Q1: 855,361 shares; 2025Q2: 858,567 shares; 2025Q3: 864,362 shares 864,362 $20.1M 1.35% +5,795 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,639 shares; 2024Q4: 18,726 shares; 2025Q1: 17,619 shares; 2025Q2: 16,926 shares; 2025Q3: 16,781 shares 16,781 $20.1M 1.35% -145 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,833 shares; 2024Q4: 437,334 shares; 2025Q1: 434,058 shares; 2025Q2: 434,855 shares; 2025Q3: 440,747 shares 440,747 $18.1M 1.22% +5,892 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,991 shares; 2024Q4: 251,455 shares; 2025Q1: 261,252 shares; 2025Q2: 263,714 shares; 2025Q3: 268,662 shares 268,662 $17.7M 1.19% +4,948 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,262 shares; 2024Q4: 14,164 shares; 2025Q1: 26,219 shares; 2025Q2: 32,454 shares; 2025Q3: 33,624 shares 33,624 $16.9M 1.13% +1,170 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,281 shares; 2024Q4: 95,772 shares; 2025Q1: 97,140 shares; 2025Q2: 97,463 shares; 2025Q3: 97,942 shares 97,942 $16.7M 1.12% +479 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,904 shares; 2024Q4: 105,429 shares; 2025Q1: 96,284 shares; 2025Q2: 96,884 shares; 2025Q3: 99,151 shares 99,151 $16.7M 1.12% +2,267 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,429 shares; 2024Q4: 86,794 shares; 2025Q1: 84,035 shares; 2025Q2: 85,267 shares; 2025Q3: 88,673 shares 88,673 $16.5M 1.11% +3,406 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,347 shares; 2024Q4: 24,280 shares; 2025Q1: 23,896 shares; 2025Q2: 22,080 shares; 2025Q3: 23,733 shares 23,733 $16.2M 1.09% +1,653 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,004 shares; 2024Q4: 26,119 shares; 2025Q1: 81,630 shares; 2025Q2: 89,430 shares; 2025Q3: 89,580 shares 89,580 $16M 1.07% +150 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,646 shares; 2024Q4: 36,843 shares; 2025Q1: 36,920 shares; 2025Q2: 50,378 shares; 2025Q3: 45,745 shares 45,745 $15.8M 1.06% -4,633 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,524 shares; 2024Q4: 48,344 shares; 2025Q1: 48,472 shares; 2025Q2: 48,290 shares; 2025Q3: 48,854 shares 48,854 $15.1M 1.02% +564 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,371 shares; 2024Q4: 252,120 shares; 2025Q1: 260,028 shares; 2025Q2: 260,440 shares; 2025Q3: 261,858 shares 261,858 $15M 1% +1,418 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,849 shares; 2025Q1: 4,687 shares; 2025Q2: 4,625 shares; 2025Q3: 18,204 shares 18,204 $13.9M 0.93% +13,579 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,854 shares; 2024Q4: 435,558 shares; 2025Q1: 469,599 shares; 2025Q2: 441,986 shares; 2025Q3: 445,934 shares 445,934 $13.8M 0.92% +3,948 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,211 shares; 2024Q4: 22,598 shares; 2025Q1: 21,814 shares; 2025Q2: 21,169 shares; 2025Q3: 20,618 shares 20,618 $13.7M 0.92% -551 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,710 shares 37,710 $13.2M 0.89% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,863 shares 136,863 $12.5M 0.84% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,010 shares; 2025Q1: 24,109 shares; 2025Q2: 22,743 shares; 2025Q3: 22,907 shares 22,907 $12.4M 0.83% +164 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,877 shares; 2024Q4: 145,452 shares; 2025Q1: 147,928 shares; 2025Q2: 163,057 shares; 2025Q3: 163,119 shares 163,119 $12.4M 0.83% +62 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,002 shares; 2024Q4: 55,694 shares; 2025Q1: 54,522 shares; 2025Q2: 51,486 shares; 2025Q3: 50,716 shares 50,716 $12.3M 0.83% -770 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,677 shares; 2024Q4: 432,409 shares; 2025Q1: 448,597 shares; 2025Q2: 441,378 shares; 2025Q3: 441,543 shares 441,543 $12.3M 0.83% +165 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,791 shares; 2024Q4: 34,496 shares; 2025Q1: 34,459 shares; 2025Q2: 34,439 shares; 2025Q3: 34,511 shares 34,511 $11.9M 0.8% +72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,334 shares; 2025Q1: 2,272 shares; 2025Q2: 2,178 shares; 2025Q3: 2,201 shares 2,201 $11.9M 0.8% +23 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,195 shares; 2024Q4: 22,677 shares; 2025Q1: 22,576 shares; 2025Q2: 22,655 shares; 2025Q3: 22,612 shares 22,612 $11.3M 0.76% -43 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,822 shares; 2024Q4: 29,222 shares; 2025Q1: 29,127 shares; 2025Q2: 29,509 shares; 2025Q3: 30,254 shares 30,254 $11.2M 0.75% +745 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,129 shares; 2024Q4: 32,379 shares; 2025Q1: 36,595 shares; 2025Q2: 36,422 shares; 2025Q3: 36,297 shares 36,297 $11.2M 0.75% -125 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,505 shares; 2024Q4: 51,364 shares; 2025Q1: 58,856 shares; 2025Q2: 56,755 shares; 2025Q3: 56,045 shares 56,045 $11.1M 0.75% -710 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,368 shares; 2025Q1: 1,238 shares; 2025Q2: 11,321 shares; 2025Q3: 11,873 shares 11,873 $10.9M 0.73% +552 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,920 shares; 2024Q4: 44,181 shares; 2025Q1: 44,137 shares; 2025Q2: 42,724 shares; 2025Q3: 43,138 shares 43,138 $10.8M 0.73% +414 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,699 shares; 2024Q4: 75,803 shares; 2025Q1: 78,382 shares; 2025Q2: 73,894 shares; 2025Q3: 73,913 shares 73,913 $10.7M 0.72% +19 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,056 shares; 2024Q4: 97,923 shares; 2025Q1: 98,043 shares; 2025Q2: 93,828 shares; 2025Q3: 92,377 shares 92,377 $10.6M 0.71% -1,451 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,424 shares; 2025Q1: 34,977 shares; 2025Q2: 30,380 shares; 2025Q3: 30,638 shares 30,638 $10.3M 0.69% +258 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,924 shares; 2025Q3: 14,072 shares 14,072 $9.82M 0.66% +1,148 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,312 shares; 2024Q4: 44,895 shares; 2025Q1: 46,131 shares; 2025Q2: 43,406 shares; 2025Q3: 42,688 shares 42,688 $9.8M 0.66% -718 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,497 shares; 2024Q4: 264,067 shares; 2025Q1: 275,173 shares; 2025Q2: 281,200 shares; 2025Q3: 287,831 shares 287,831 $9.76M 0.65% +6,631 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,056 shares; 2024Q4: 86,798 shares; 2025Q1: 87,687 shares; 2025Q2: 88,477 shares; 2025Q3: 89,679 shares 89,679 $9.72M 0.65% +1,202 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,863 shares; 2024Q4: 65,346 shares; 2025Q1: 66,116 shares; 2025Q2: 63,704 shares; 2025Q3: 62,971 shares 62,971 $9.68M 0.65% -733 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,973 shares; 2024Q4: 11,763 shares; 2025Q1: 10,878 shares; 2025Q2: 10,438 shares; 2025Q3: 10,341 shares 10,341 $9.57M 0.64% -97 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,701 shares; 2024Q4: 176,944 shares; 2025Q1: 182,293 shares; 2025Q2: 182,143 shares; 2025Q3: 185,256 shares 185,256 $9.23M 0.62% +3,113 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,401 shares; 2024Q4: 49,793 shares; 2025Q1: 49,386 shares; 2025Q2: 49,805 shares; 2025Q3: 51,268 shares 51,268 $9.01M 0.6% +1,463 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,592 shares; 2024Q4: 39,921 shares; 2025Q1: 37,732 shares; 2025Q2: 39,742 shares; 2025Q3: 38,451 shares 38,451 $8.9M 0.6% -1,291 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,247 shares; 2024Q4: 49,917 shares; 2025Q1: 48,045 shares; 2025Q2: 46,980 shares; 2025Q3: 47,009 shares 47,009 $8.72M 0.58% +29 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,197 shares; 2024Q4: 125,338 shares; 2025Q1: 121,888 shares; 2025Q2: 120,265 shares; 2025Q3: 121,968 shares 121,968 $8.21M 0.55% +1,703 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,159 shares; 2024Q4: 207,096 shares; 2025Q1: 206,316 shares; 2025Q2: 206,791 shares; 2025Q3: 208,963 shares 208,963 $8.19M 0.55% +2,172 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,178 shares; 2024Q4: 276,359 shares; 2025Q1: 291,804 shares; 2025Q2: 304,336 shares; 2025Q3: 316,019 shares 316,019 $8.17M 0.55% +11,683 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,338 shares; 2024Q4: 24,817 shares; 2025Q1: 24,842 shares; 2025Q2: 25,038 shares; 2025Q3: 24,668 shares 24,668 $7.84M 0.53% -370 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,458 shares; 2024Q4: 42,659 shares; 2025Q1: 39,007 shares; 2025Q2: 38,218 shares; 2025Q3: 37,845 shares 37,845 $7.71M 0.52% -373 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,641 shares; 2024Q4: 36,148 shares; 2025Q1: 35,877 shares; 2025Q2: 34,512 shares; 2025Q3: 15,283 shares 15,283 $7.41M 0.5% -19,229 Timeline CNSWF CONSTELLATION SOFTWARE INC COM More: the full row for CONSTELLATION SOFTWARE INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,525 shares; 2025Q1: 2,498 shares; 2025Q2: 2,473 shares; 2025Q3: 2,616 shares 2,616 $7.11M 0.48% +143 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,611 shares; 2024Q4: 53,113 shares; 2025Q1: 50,471 shares; 2025Q2: 48,347 shares; 2025Q3: 47,587 shares 47,587 $6.88M 0.46% -760 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,297 shares; 2024Q4: 52,406 shares; 2025Q1: 51,059 shares; 2025Q2: 48,518 shares; 2025Q3: 47,590 shares 47,590 $6.68M 0.45% -928 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,723 shares; 2024Q4: 116,301 shares; 2025Q1: 122,989 shares; 2025Q2: 126,629 shares; 2025Q3: 130,267 shares 130,267 $6.67M 0.45% +3,638 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,010 shares; 2024Q4: 63,498 shares; 2025Q1: 68,547 shares; 2025Q2: 65,824 shares; 2025Q3: 64,448 shares 64,448 $6.64M 0.45% -1,376 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,823 shares; 2024Q4: 126,059 shares; 2025Q1: 122,142 shares; 2025Q2: 113,012 shares; 2025Q3: 118,432 shares 118,432 $6.04M 0.41% +5,420 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,512 shares; 2024Q4: 53,159 shares; 2025Q1: 58,943 shares; 2025Q2: 58,493 shares; 2025Q3: 65,934 shares 65,934 $5.75M 0.39% +7,441 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,241 shares; 2024Q4: 18,625 shares; 2025Q1: 18,788 shares; 2025Q2: 17,696 shares; 2025Q3: 17,593 shares 17,593 $5.35M 0.36% -103 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,409 shares; 2024Q4: 129,231 shares; 2025Q1: 126,793 shares; 2025Q2: 125,720 shares; 2025Q3: 127,450 shares 127,450 $4.88M 0.33% +1,730 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,327 shares; 2024Q4: 34,884 shares; 2025Q1: 45,197 shares; 2025Q2: 41,793 shares; 2025Q3: 39,599 shares 39,599 $4.84M 0.33% -2,194 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,554 shares; 2024Q4: 199,386 shares; 2025Q1: 206,271 shares; 2025Q2: 207,261 shares; 2025Q3: 212,878 shares 212,878 $4.59M 0.31% +5,617 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,524 shares; 2024Q4: 19,865 shares; 2025Q1: 19,385 shares; 2025Q2: 18,905 shares; 2025Q3: 18,532 shares 18,532 $4.48M 0.3% -373 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,553 shares; 2024Q4: 16,825 shares; 2025Q1: 16,270 shares; 2025Q2: 16,032 shares; 2025Q3: 16,379 shares 16,379 $4.42M 0.3% +347 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,815 shares; 2024Q4: 22,081 shares; 2025Q1: 23,109 shares; 2025Q2: 22,969 shares; 2025Q3: 23,256 shares 23,256 $4.35M 0.29% +287 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 5,902 shares; 2025Q1: 5,543 shares; 2025Q2: 5,448 shares; 2025Q3: 5,400 shares 5,400 $4.3M 0.29% -48 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,072 shares; 2024Q4: 37,027 shares; 2025Q1: 38,818 shares; 2025Q2: 36,521 shares; 2025Q3: 35,336 shares 35,336 $4.24M 0.28% -1,185 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,720 shares; 2024Q4: 24,593 shares; 2025Q1: 22,634 shares; 2025Q2: 21,647 shares; 2025Q3: 21,626 shares 21,626 $4.16M 0.28% -21 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,285 shares; 2024Q4: 48,360 shares; 2025Q1: 47,920 shares; 2025Q2: 46,680 shares; 2025Q3: 46,464 shares 46,464 $4.03M 0.27% -216 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,054 shares; 2025Q2: 19,146 shares; 2025Q3: 20,249 shares 20,249 $3.86M 0.26% +1,103 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 12,960 shares; 2025Q1: 12,201 shares; 2025Q2: 12,176 shares; 2025Q3: 13,479 shares 13,479 $3.8M 0.25% +1,303 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,828 shares; 2024Q4: 162,633 shares; 2025Q1: 169,245 shares; 2025Q2: 171,902 shares; 2025Q3: 173,315 shares 173,315 $3.78M 0.25% +1,413 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,994 shares; 2024Q4: 31,811 shares; 2025Q1: 32,878 shares; 2025Q2: 31,334 shares; 2025Q3: 31,385 shares 31,385 $3.54M 0.24% +51 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 4,933 shares; 2025Q1: 4,962 shares; 2025Q2: 5,402 shares; 2025Q3: 5,216 shares 5,216 $3.49M 0.23% -186 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,691 shares; 2024Q4: 20,641 shares; 2025Q1: 20,856 shares; 2025Q2: 21,391 shares; 2025Q3: 5,533 shares 5,533 $3.37M 0.23% -15,858 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,767 shares; 2025Q1: 16,091 shares; 2025Q2: 16,215 shares; 2025Q3: 15,189 shares 15,189 $3.33M 0.22% -1,026 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,212 shares; 2025Q3: 15,450 shares 15,450 $3.28M 0.22% -1,762 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,545 shares; 2024Q4: 49,365 shares; 2025Q1: 53,048 shares; 2025Q2: 54,168 shares; 2025Q3: 54,863 shares 54,863 $3.22M 0.22% +695 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,876 shares; 2024Q4: 13,263 shares; 2025Q1: 16,002 shares; 2025Q2: 15,462 shares; 2025Q3: 15,687 shares 15,687 $3.22M 0.22% +225 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,718 shares; 2024Q4: 15,662 shares; 2025Q1: 15,916 shares; 2025Q2: 15,570 shares; 2025Q3: 6,415 shares 6,415 $3.2M 0.21% -9,155 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,294 shares; 2024Q4: 139,648 shares; 2025Q1: 145,741 shares; 2025Q2: 145,866 shares; 2025Q3: 151,634 shares 151,634 $3.17M 0.21% +5,768 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,202 shares; 2024Q4: 33,304 shares; 2025Q1: 34,894 shares; 2025Q2: 32,802 shares; 2025Q3: 32,893 shares 32,893 $3.13M 0.21% +91 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,598 shares; 2024Q4: 120,319 shares; 2025Q1: 124,988 shares; 2025Q2: 126,845 shares; 2025Q3: 130,364 shares 130,364 $3.12M 0.21% +3,519 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,826 shares; 2024Q4: 42,499 shares; 2025Q1: 42,069 shares; 2025Q2: 43,909 shares; 2025Q3: 36,609 shares 36,609 $3M 0.2% -7,300 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,014 shares; 2024Q4: 32,191 shares; 2025Q1: 31,951 shares; 2025Q2: 31,546 shares; 2025Q3: 31,583 shares 31,583 $2.95M 0.2% +37 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,607 shares; 2025Q3: 161,244 shares 161,244 $2.94M 0.2% +147,637 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,201 shares; 2024Q4: 12,835 shares; 2025Q1: 13,338 shares; 2025Q2: 12,645 shares; 2025Q3: 11,983 shares 11,983 $2.85M 0.19% -662 Timeline NTDOY NINTENDO CO LTD SPON ADR -NEW- More: the full row for NINTENDO CO LTD SPON ADR -NEW- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,225 shares; 2024Q4: 128,775 shares; 2025Q1: 130,744 shares; 2025Q2: 126,442 shares; 2025Q3: 127,279 shares 127,279 $2.72M 0.18% +837 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 6,713 shares; 2025Q1: 6,802 shares; 2025Q2: 6,717 shares; 2025Q3: 6,716 shares 6,716 $2.71M 0.18% -1 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,715 shares; 2025Q3: 9,866 shares 9,866 $2.69M 0.18% +151 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,161 shares; 2024Q4: 41,591 shares; 2025Q1: 39,605 shares; 2025Q2: 39,164 shares; 2025Q3: 41,667 shares 41,667 $2.5M 0.17% +2,503 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,661 shares; 2024Q4: 24,344 shares; 2025Q1: 31,008 shares; 2025Q2: 29,476 shares; 2025Q3: 29,338 shares 29,338 $2.42M 0.16% -138 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,589 shares; 2024Q4: 84,757 shares; 2025Q1: 83,098 shares; 2025Q2: 80,909 shares; 2025Q3: 16,173 shares 16,173 $2.37M 0.16% -64,736 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,510 shares; 2025Q1: 8,139 shares; 2025Q2: 7,949 shares; 2025Q3: 7,909 shares 7,909 $2.32M 0.16% -40 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 3,976 shares; 2025Q1: 3,393 shares; 2025Q2: 16,195 shares; 2025Q3: 33,078 shares 33,078 $2.31M 0.15% +16,883 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,835 shares 10,835 $2.23M 0.15% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,891 shares; 2024Q4: 69,319 shares; 2025Q1: 74,896 shares; 2025Q2: 73,831 shares; 2025Q3: 69,326 shares 69,326 $2.21M 0.15% -4,505 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,252 shares; 2024Q4: 23,212 shares; 2025Q1: 23,042 shares; 2025Q2: 22,782 shares; 2025Q3: 22,780 shares 22,780 $2.2M 0.15% -2 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,826 shares; 2025Q1: 28,961 shares; 2025Q2: 26,192 shares; 2025Q3: 28,053 shares 28,053 $2.19M 0.15% +1,861 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,176 shares; 2024Q4: 278,744 shares; 2025Q1: 44,384 shares; 2025Q2: 41,229 shares; 2025Q3: 40,971 shares 40,971 $2.11M 0.14% -258 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,456 shares; 2024Q4: 15,099 shares; 2025Q1: 2,761 shares; 2025Q2: 2,669 shares; 2025Q3: 2,605 shares 2,605 $2.04M 0.14% -64 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,886 shares; 2024Q4: 14,156 shares; 2025Q1: 14,434 shares; 2025Q2: 14,087 shares; 2025Q3: 13,757 shares 13,757 $1.84M 0.12% -330 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,539 shares; 2024Q4: 8,539 shares; 2025Q1: 6,234 shares; 2025Q2: 6,201 shares; 2025Q3: 6,161 shares 6,161 $1.81M 0.12% -40 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,967 shares; 2024Q4: 218,129 shares; 2025Q1: 227,429 shares; 2025Q2: 214,421 shares; 2025Q3: 85,176 shares 85,176 $1.66M 0.11% -129,245 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,395 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares 2,095 $1.56M 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,150 shares; 2025Q1: 3,138 shares; 2025Q2: 3,113 shares; 2025Q3: 3,273 shares 3,273 $1.53M 0.1% +160 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,572 shares; 2024Q4: 18,467 shares; 2025Q1: 6,569 shares; 2025Q2: 6,171 shares; 2025Q3: 5,377 shares 5,377 $1.52M 0.1% -794 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,416 shares; 2025Q3: 4,639 shares 4,639 $1.49M 0.1% +223 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,851 shares; 2024Q4: 12,597 shares; 2025Q1: 11,982 shares; 2025Q2: 12,066 shares; 2025Q3: 12,512 shares 12,512 $1.48M 0.1% +446 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 14,024 shares; 2025Q1: 13,494 shares; 2025Q2: 12,470 shares; 2025Q3: 11,913 shares 11,913 $1.47M 0.1% -557 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,522 shares; 2024Q4: 26,640 shares; 2025Q1: 24,238 shares; 2025Q2: 24,172 shares; 2025Q3: 27,283 shares 27,283 $1.47M 0.1% +3,111 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,488 shares; 2025Q1: 2,666 shares; 2025Q2: 2,320 shares; 2025Q3: 2,427 shares 2,427 $1.46M 0.1% +107 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,124 shares; 2024Q4: 21,785 shares; 2025Q1: 21,744 shares; 2025Q2: 20,850 shares; 2025Q3: 20,340 shares 20,340 $1.45M 0.1% -510 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,260 shares; 2024Q4: 22,823 shares; 2025Q1: 20,339 shares; 2025Q2: 27,516 shares; 2025Q3: 26,757 shares 26,757 $1.45M 0.1% -759 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 12,698 shares; 2025Q1: 19,436 shares; 2025Q2: 20,880 shares; 2025Q3: 21,120 shares 21,120 $1.45M 0.1% +240 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,317 shares; 2025Q1: 4,912 shares; 2025Q2: 4,615 shares; 2025Q3: 4,664 shares 4,664 $1.44M 0.1% +49 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 5,923 shares; 2025Q1: 5,451 shares; 2025Q2: 4,656 shares; 2025Q3: 5,094 shares 5,094 $1.43M 0.1% +438 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,009 shares; 2025Q2: 4,031 shares; 2025Q3: 4,087 shares 4,087 $1.34M 0.09% +56 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,786 shares; 2025Q1: 2,864 shares; 2025Q2: 3,384 shares; 2025Q3: 3,550 shares 3,550 $1.26M 0.08% +166 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 6,010 shares; 2025Q1: 4,510 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares 4,460 $1.25M 0.08% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,789 shares; 2025Q1: 3,633 shares; 2025Q2: 3,524 shares; 2025Q3: 3,461 shares 3,461 $1.22M 0.08% -63 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,662 shares; 2024Q4: 10,722 shares; 2025Q1: 10,412 shares; 2025Q2: 9,553 shares; 2025Q3: 9,133 shares 9,133 $1.21M 0.08% -420 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,722 shares; 2025Q1: 4,269 shares; 2025Q2: 4,195 shares; 2025Q3: 3,969 shares 3,969 $1.19M 0.08% -226 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 6,191 shares; 2025Q1: 6,052 shares; 2025Q2: 33,832 shares; 2025Q3: 35,153 shares 35,153 $1.1M 0.07% +1,321 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 16,882 shares; 2025Q1: 16,627 shares; 2025Q2: 16,160 shares; 2025Q3: 15,965 shares 15,965 $1.04M 0.07% -195 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,510 shares; 2024Q4: 19,334 shares; 2025Q1: 18,146 shares; 2025Q2: 17,946 shares; 2025Q3: 17,896 shares 17,896 $956K 0.06% -50 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,226 shares; 2025Q1: 6,226 shares; 2025Q2: 6,226 shares; 2025Q3: 6,672 shares 6,672 $950K 0.06% +446 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 8,876 shares; 2025Q1: 11,108 shares; 2025Q2: 11,018 shares; 2025Q3: 11,113 shares 11,113 $931K 0.06% +95 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,924 shares; 2024Q4: 16,759 shares; 2025Q1: 15,359 shares; 2025Q2: 15,434 shares; 2025Q3: 14,014 shares 14,014 $929K 0.06% -1,420 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,917 shares; 2024Q4: 2,749 shares; 2025Q1: 3,505 shares; 2025Q2: 3,277 shares; 2025Q3: 3,270 shares 3,270 $923K 0.06% -7 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 2,953 shares; 2025Q1: 3,403 shares; 2025Q2: 3,303 shares; 2025Q3: 4,260 shares 4,260 $919K 0.06% +957 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,567 shares; 2024Q4: 28,087 shares; 2025Q1: 25,432 shares; 2025Q2: 24,320 shares; 2025Q3: 19,620 shares 19,620 $916K 0.06% -4,700 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,547 shares 6,547 $915K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 6,184 shares; 2025Q1: 6,184 shares; 2025Q2: 6,184 shares; 2025Q3: 6,184 shares 6,184 $879K 0.06% 0 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,557 shares; 2024Q4: 16,007 shares; 2025Q1: 14,662 shares; 2025Q2: 13,437 shares; 2025Q3: 13,097 shares 13,097 $868K 0.06% -340 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 978 shares; 2025Q1: 1,941 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares 1,440 $858K 0.06% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 914 shares; 2025Q1: 1,138 shares; 2025Q2: 1,307 shares; 2025Q3: 1,368 shares 1,368 $837K 0.06% +61 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,110 shares; 2025Q1: 6,085 shares; 2025Q2: 5,975 shares; 2025Q3: 5,915 shares 5,915 $828K 0.06% -60 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,642 shares; 2025Q1: 1,768 shares; 2025Q2: 1,687 shares; 2025Q3: 1,652 shares 1,652 $788K 0.05% -35 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 40,755 shares; 2025Q1: 33,262 shares; 2025Q2: 31,450 shares; 2025Q3: 29,288 shares 29,288 $770K 0.05% -2,162 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,181 shares; 2024Q4: 11,073 shares; 2025Q1: 10,807 shares; 2025Q2: 10,670 shares; 2025Q3: 10,542 shares 10,542 $767K 0.05% -128 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,555 shares; 2025Q1: 1,504 shares; 2025Q2: 1,809 shares; 2025Q3: 1,786 shares 1,786 $754K 0.05% -23 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.05% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,854 shares; 2025Q1: 3,822 shares; 2025Q2: 3,772 shares; 2025Q3: 3,712 shares 3,712 $744K 0.05% -60 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,808 shares; 2025Q1: 1,793 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares 1,808 $708K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 3,451 shares; 2025Q1: 4,356 shares; 2025Q2: 4,656 shares; 2025Q3: 4,431 shares 4,431 $688K 0.05% -225 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,468 shares; 2024Q4: 12,175 shares; 2025Q1: 11,235 shares; 2025Q2: 10,827 shares; 2025Q3: 10,582 shares 10,582 $661K 0.04% -245 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,577 shares; 2025Q3: 36,577 shares 36,577 $654K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,748 shares; 2024Q4: 18,744 shares; 2025Q1: 18,484 shares; 2025Q2: 18,226 shares; 2025Q3: 18,226 shares 18,226 $647K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 4,395 shares; 2025Q1: 4,474 shares; 2025Q2: 4,172 shares; 2025Q3: 3,863 shares 3,863 $646K 0.04% -309 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,312 shares; 2024Q4: 5,094 shares; 2025Q1: 4,705 shares; 2025Q2: 3,737 shares; 2025Q3: 3,513 shares 3,513 $645K 0.04% -224 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 24,619 shares; 2025Q1: 24,369 shares; 2025Q2: 24,319 shares; 2025Q3: 23,403 shares 23,403 $639K 0.04% -916 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,696 shares; 2025Q1: 3,349 shares; 2025Q2: 2,961 shares; 2025Q3: 2,697 shares 2,697 $637K 0.04% -264 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,749 shares; 2024Q4: 16,878 shares; 2025Q1: 13,209 shares; 2025Q2: 14,836 shares; 2025Q3: 14,756 shares 14,756 $634K 0.04% -80 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,112 shares; 2024Q4: 106,825 shares; 2025Q1: 8,394 shares; 2025Q2: 7,869 shares; 2025Q3: 7,512 shares 7,512 $630K 0.04% -357 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 582 shares; 2025Q1: 2,432 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares 1,289 $598K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,882 shares; 2025Q1: 2,822 shares; 2025Q2: 2,632 shares; 2025Q3: 2,657 shares 2,657 $587K 0.04% +25 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,820 shares; 2024Q4: 21,485 shares; 2025Q1: 18,865 shares; 2025Q2: 17,944 shares; 2025Q3: 17,426 shares 17,426 $585K 0.04% -518 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 9,497 shares; 2025Q1: 9,497 shares; 2025Q2: 9,497 shares; 2025Q3: 9,497 shares 9,497 $567K 0.04% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,035 shares; 2025Q1: 6,725 shares; 2025Q2: 6,635 shares; 2025Q3: 6,635 shares 6,635 $563K 0.04% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,184 shares; 2025Q1: 2,659 shares; 2025Q2: 2,634 shares; 2025Q3: 1,960 shares 1,960 $553K 0.04% -674 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,479 shares; 2025Q1: 3,344 shares; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares 3,244 $552K 0.04% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 5,584 shares; 2025Q1: 5,628 shares; 2025Q2: 5,420 shares; 2025Q3: 7,199 shares 7,199 $550K 0.04% +1,779 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,292 shares; 2025Q1: 4,115 shares; 2025Q2: 3,895 shares; 2025Q3: 3,586 shares 3,586 $545K 0.04% -309 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 1,942 shares; 2025Q2: 2,151 shares; 2025Q3: 2,137 shares 2,137 $543K 0.04% -14 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,963 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares 4,863 $543K 0.04% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,137 shares; 2025Q1: 4,137 shares; 2025Q2: 4,370 shares; 2025Q3: 3,765 shares 3,765 $537K 0.04% -605 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,810 shares; 2024Q4: 18,278 shares; 2025Q1: 17,923 shares; 2025Q2: 17,694 shares; 2025Q3: 18,936 shares 18,936 $535K 0.04% +1,242 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,896 shares; 2025Q1: 4,549 shares; 2025Q2: 4,544 shares; 2025Q3: 6,249 shares 6,249 $529K 0.04% +1,705 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,525 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,432 shares 4,432 $525K 0.04% -98 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,859 shares; 2025Q1: 2,765 shares; 2025Q2: 2,590 shares; 2025Q3: 2,942 shares 2,942 $520K 0.03% +352 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,424 shares; 2025Q1: 2,344 shares; 2025Q2: 2,151 shares; 2025Q3: 2,046 shares 2,046 $505K 0.03% -105 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,337 shares; 2025Q1: 2,296 shares; 2025Q2: 2,355 shares; 2025Q3: 2,123 shares 2,123 $503K 0.03% -232 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,650 shares; 2024Q4: 31,650 shares; 2025Q1: 31,650 shares; 2025Q2: 31,650 shares; 2025Q3: 31,650 shares 31,650 $498K 0.03% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,440 shares; 2025Q1: 4,300 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares 4,169 $495K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 5,218 shares; 2025Q1: 5,418 shares; 2025Q2: 6,133 shares; 2025Q3: 5,570 shares 5,570 $486K 0.03% -563 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 4,149 shares; 2025Q1: 3,908 shares; 2025Q2: 6,725 shares; 2025Q3: 6,031 shares 6,031 $473K 0.03% -694 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,067 shares; 2025Q1: 1,776 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares 1,682 $470K 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 9,138 shares; 2025Q1: 9,194 shares; 2025Q2: 9,268 shares; 2025Q3: 10,549 shares 10,549 $464K 0.03% +1,281 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,605 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,592 shares 1,592 $459K 0.03% +32 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares 2,190 $452K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: 276 shares; 2025Q2: 4,134 shares; 2025Q3: 4,095 shares 4,095 $441K 0.03% -39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,544 shares; 2025Q1: 1,455 shares; 2025Q2: 1,768 shares; 2025Q3: 1,689 shares 1,689 $440K 0.03% -79 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: 4,006 shares; 2025Q2: 3,806 shares; 2025Q3: 3,806 shares 3,806 $436K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,061 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,063 shares 2,063 $434K 0.03% +45 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 5,171 shares; 2025Q1: 4,506 shares; 2025Q2: 4,456 shares; 2025Q3: 4,649 shares 4,649 $432K 0.03% +193 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,825 shares; 2025Q2: 3,227 shares; 2025Q3: 4,321 shares 4,321 $431K 0.03% +1,094 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 948 shares; 2025Q1: 1,148 shares; 2025Q2: 926 shares; 2025Q3: 939 shares 939 $429K 0.03% +13 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 3,775 shares; 2025Q1: 3,600 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares 3,575 $429K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,273 shares; 2025Q1: 3,684 shares; 2025Q2: 2,769 shares; 2025Q3: 2,706 shares 2,706 $420K 0.03% -63 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,447 shares; 2025Q1: 2,447 shares; 2025Q2: 2,447 shares; 2025Q3: 2,971 shares 2,971 $415K 0.03% +524 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,811 shares; 2024Q4: 15,080 shares; 2025Q1: 14,705 shares; 2025Q2: 14,402 shares; 2025Q3: 12,157 shares 12,157 $412K 0.03% -2,245 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 569 shares; 2025Q1: 1,335 shares; 2025Q2: 1,324 shares; 2025Q3: 830 shares 830 $398K 0.03% -494 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,953 shares; 2024Q4: 10,630 shares; 2025Q1: 10,241 shares; 2025Q2: 11,966 shares; 2025Q3: 11,884 shares 11,884 $397K 0.03% -82 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 15,851 shares; 2025Q1: 15,639 shares; 2025Q2: 15,549 shares; 2025Q3: 15,379 shares 15,379 $395K 0.03% -170 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 889 shares; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 874 shares 874 $389K 0.03% +143 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,891 shares; 2025Q2: 2,771 shares; 2025Q3: 2,661 shares 2,661 $388K 0.03% -110 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 5,703 shares; 2025Q1: 4,988 shares; 2025Q2: 4,953 shares; 2025Q3: 4,128 shares 4,128 $387K 0.03% -825 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 3,648 shares; 2025Q1: 3,286 shares; 2025Q2: 3,320 shares; 2025Q3: 3,369 shares 3,369 $378K 0.03% +49 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,361 shares; 2025Q1: 2,081 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares 1,986 $378K 0.03% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 18,412 shares; 2025Q1: 13,103 shares; 2025Q2: 11,968 shares; 2025Q3: 11,968 shares 11,968 $373K 0.03% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 6,539 shares; 2025Q1: 6,539 shares; 2025Q2: 6,539 shares; 2025Q3: 7,439 shares 7,439 $354K 0.02% +900 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 8,700 shares; 2025Q1: 8,465 shares; 2025Q2: 8,365 shares; 2025Q3: 8,365 shares 8,365 $351K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,848 shares; 2025Q1: 1,630 shares; 2025Q2: 1,564 shares; 2025Q3: 1,617 shares 1,617 $349K 0.02% +53 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,115 shares; 2025Q1: 4,715 shares; 2025Q2: 6,040 shares; 2025Q3: 6,040 shares 6,040 $347K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,568 shares; 2025Q1: 1,860 shares; 2025Q2: 1,920 shares; 2025Q3: 1,805 shares 1,805 $337K 0.02% -115 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,872 shares; 2024Q4: 5,847 shares; 2025Q1: 5,666 shares; 2025Q2: 4,281 shares; 2025Q3: 4,196 shares 4,196 $335K 0.02% -85 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,639 shares 1,639 $334K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,436 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares 2,330 $328K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,810 shares; 2025Q1: 1,627 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares 1,564 $326K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,290 shares; 2025Q1: 4,323 shares; 2025Q2: 3,672 shares; 2025Q3: 3,672 shares 3,672 $322K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,196 shares; 2025Q1: 4,196 shares; 2025Q2: 3,423 shares; 2025Q3: 3,375 shares 3,375 $320K 0.02% -48 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,987 shares; 2025Q3: 4,987 shares 4,987 $318K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares 1,540 $292K 0.02% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: 5,330 shares; 2025Q2: 4,715 shares; 2025Q3: 4,465 shares 4,465 $291K 0.02% -250 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,716 shares; 2025Q1: not reported; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares 1,716 $285K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,090 shares 1,090 $283K 0.02% -260 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,135 shares; 2024Q4: 27,135 shares; 2025Q1: 27,135 shares; 2025Q2: 27,135 shares; 2025Q3: 22,996 shares 22,996 $275K 0.02% -4,139 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,497 shares; 2025Q1: 151,265 shares; 2025Q2: 133,186 shares; 2025Q3: 3,206 shares 3,206 $270K 0.02% -129,980 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,252 shares; 2025Q3: 7,252 shares 7,252 $262K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,811 shares; 2024Q4: 10,581 shares; 2025Q1: 8,866 shares; 2025Q2: 6,246 shares; 2025Q3: 5,181 shares 5,181 $261K 0.02% -1,065 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,897 shares 1,897 $257K 0.02% +62 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,227 shares; 2025Q1: 3,167 shares; 2025Q2: 3,214 shares; 2025Q3: 980 shares 980 $246K 0.02% -2,234 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,689 shares 4,689 $245K 0.02% new Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,780 shares; 2025Q1: 3,663 shares; 2025Q2: 3,621 shares; 2025Q3: 3,321 shares 3,321 $240K 0.02% -300 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 10,064 shares; 2025Q1: 9,941 shares; 2025Q2: 13,784 shares; 2025Q3: 7,977 shares 7,977 $236K 0.02% -5,807 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,041 shares; 2025Q1: 1,001 shares; 2025Q2: 922 shares; 2025Q3: 971 shares 971 $232K 0.02% +49 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,743 shares; 2025Q1: 4,615 shares; 2025Q2: 4,584 shares; 2025Q3: 4,580 shares 4,580 $224K 0.02% -4 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712 shares 712 $221K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,825 shares; 2025Q2: 3,024 shares; 2025Q3: 3,086 shares 3,086 $221K 0.01% +62 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares 1,615 $217K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 9,627 shares; 2025Q1: 11,416 shares; 2025Q2: 8,468 shares; 2025Q3: 8,417 shares 8,417 $214K 0.01% -51 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,673 shares; 2025Q1: 2,648 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares 2,538 $212K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares 1,117 $210K 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,318 shares; 2025Q1: 2,933 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares 2,863 $210K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,120 shares 2,120 $209K 0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 5,280 shares; 2025Q1: 5,280 shares; 2025Q2: 5,280 shares; 2025Q3: 4,871 shares 4,871 $209K 0.01% -409 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,920 shares; 2025Q2: not reported; 2025Q3: 7,031 shares 7,031 $205K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,314 shares; 2025Q1: not reported; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares 2,134 $203K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,085 shares; 2025Q2: 2,303 shares; 2025Q3: 2,005 shares 2,005 $201K 0.01% -298 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares 210 $200K 0.01% new Timeline CLIFTON MNG CO COM CLIFTON MNG CO COM More: the full row for CLIFTON MNG CO COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $2K <0.01% 0