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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,397 shares; 2024Q4: 441,053 shares; 2025Q1: 445,304 shares; 2025Q2: 447,094 shares 447,094 $196M 6.77% +1,790 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689,589 shares; 2024Q4: 1,737,706 shares; 2025Q1: 1,765,991 shares; 2025Q2: 1,783,116 shares 1,783,116 $114M 3.94% +17,125 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,606 shares; 2024Q4: 358,691 shares; 2025Q1: 359,851 shares; 2025Q2: 356,256 shares 356,256 $101M 3.5% -3,595 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,917 shares; 2024Q4: 530,145 shares; 2025Q1: 537,936 shares; 2025Q2: 541,297 shares 541,297 $89M 3.08% +3,361 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,762 shares; 2024Q4: 116,976 shares; 2025Q1: 119,455 shares; 2025Q2: 119,522 shares 119,522 $74.2M 2.56% +67 Timeline JGRO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,741 shares; 2024Q4: 626,819 shares; 2025Q1: 787,185 shares; 2025Q2: 849,065 shares 849,065 $73.1M 2.52% +61,880 Timeline JAVA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,128 shares; 2024Q4: 960,089 shares; 2025Q1: 1,014,047 shares; 2025Q2: 1,061,689 shares 1,061,689 $69.5M 2.4% +47,642 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,250 shares; 2024Q4: 126,529 shares; 2025Q1: 122,971 shares; 2025Q2: 122,363 shares 122,363 $59.4M 2.05% -608 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,910 shares; 2024Q4: 557,968 shares; 2025Q1: 613,033 shares; 2025Q2: 635,237 shares 635,237 $51M 1.76% +22,204 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969,430 shares; 2024Q4: 2,207,836 shares; 2025Q1: 2,598,243 shares; 2025Q2: 2,591,993 shares 2,591,993 $48.5M 1.67% -6,250 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845,707 shares; 2024Q4: 2,070,713 shares; 2025Q1: 2,421,039 shares; 2025Q2: 2,426,509 shares 2,426,509 $47.7M 1.65% +5,470 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,998,814 shares; 2025Q1: 2,439,184 shares; 2025Q2: 2,557,892 shares 2,557,892 $42.3M 1.46% +118,708 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,874 shares; 2024Q4: 229,024 shares; 2025Q1: 238,128 shares; 2025Q2: 258,204 shares 258,204 $40.8M 1.41% +20,076 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,812 shares; 2024Q4: 67,574 shares; 2025Q1: 68,424 shares; 2025Q2: 70,150 shares 70,150 $39.8M 1.38% +1,726 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,679 shares; 2024Q4: 196,440 shares; 2025Q1: 185,483 shares; 2025Q2: 188,913 shares 188,913 $38.7M 1.34% +3,430 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,261 shares; 2024Q4: 129,719 shares; 2025Q1: 134,649 shares; 2025Q2: 135,851 shares 135,851 $37.6M 1.3% +1,202 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,396 shares; 2024Q4: 203,966 shares; 2025Q1: 204,309 shares; 2025Q2: 203,980 shares 203,980 $36.1M 1.25% -329 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,366 shares; 2024Q4: 578,984 shares; 2025Q1: 591,240 shares; 2025Q2: 590,302 shares 590,302 $33.6M 1.16% -938 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,885 shares; 2024Q4: 529,944 shares; 2025Q1: 484,850 shares; 2025Q2: 450,175 shares 450,175 $33.1M 1.15% -34,675 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,374 shares; 2024Q4: 124,281 shares; 2025Q1: 120,566 shares; 2025Q2: 137,218 shares 137,218 $32.5M 1.12% +16,652 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,173 shares; 2024Q4: 603,928 shares; 2025Q1: 607,172 shares; 2025Q2: 619,361 shares 619,361 $32.4M 1.12% +12,189 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,050 shares; 2024Q4: 394,938 shares; 2025Q1: 387,903 shares; 2025Q2: 389,373 shares 389,373 $30.1M 1.04% +1,470 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 183,805 shares; 2025Q1: 265,617 shares; 2025Q2: 328,454 shares 328,454 $29.9M 1.03% +62,837 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,839 shares; 2024Q4: 521,333 shares; 2025Q1: 508,278 shares; 2025Q2: 521,095 shares 521,095 $29M 1% +12,817 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,888 shares; 2024Q4: 56,624 shares; 2025Q1: 51,592 shares; 2025Q2: 57,437 shares 57,437 $28.6M 0.99% +5,845 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,984 shares; 2024Q4: 413,392 shares; 2025Q1: 408,157 shares; 2025Q2: 404,359 shares 404,359 $27.2M 0.94% -3,798 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,987 shares; 2024Q4: 95,451 shares; 2025Q1: 154,304 shares; 2025Q2: 198,851 shares 198,851 $26.5M 0.92% +44,547 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,028 shares; 2024Q4: 327,120 shares; 2025Q1: 336,084 shares; 2025Q2: 336,178 shares 336,178 $26.5M 0.91% +94 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,754 shares; 2024Q4: 190,734 shares; 2025Q1: 198,644 shares; 2025Q2: 248,997 shares 248,997 $26M 0.9% +50,353 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,051 shares; 2024Q4: 36,849 shares; 2025Q1: 41,065 shares; 2025Q2: 42,076 shares 42,076 $26M 0.9% +1,011 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,801 shares; 2024Q4: 72,566 shares; 2025Q1: 70,455 shares; 2025Q2: 69,827 shares 69,827 $25.6M 0.88% -628 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,920 shares; 2024Q4: 220,672 shares; 2025Q1: 219,832 shares; 2025Q2: 221,662 shares 221,662 $24.4M 0.84% +1,830 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,950 shares; 2024Q4: 189,182 shares; 2025Q1: 274,207 shares; 2025Q2: 292,186 shares 292,186 $24.2M 0.84% +17,979 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,352 shares; 2024Q4: 560,743 shares; 2025Q1: 639,284 shares; 2025Q2: 699,141 shares 699,141 $23.7M 0.82% +59,857 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,348 shares; 2024Q4: 768,173 shares; 2025Q1: 781,245 shares; 2025Q2: 801,630 shares 801,630 $21.4M 0.74% +20,385 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,400 shares; 2024Q4: 475,294 shares; 2025Q1: 484,962 shares; 2025Q2: 496,579 shares 496,579 $21.2M 0.73% +11,617 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,553 shares; 2024Q4: 407,311 shares; 2025Q1: 420,312 shares; 2025Q2: 426,946 shares 426,946 $21.1M 0.73% +6,634 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,978 shares; 2024Q4: 821,653 shares; 2025Q1: 840,128 shares; 2025Q2: 863,939 shares 863,939 $21.1M 0.73% +23,811 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,329 shares; 2024Q4: 1,025,285 shares; 2025Q1: 1,011,768 shares; 2025Q2: 844,089 shares 844,089 $20.1M 0.69% -167,679 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,776 shares; 2024Q4: 84,123 shares; 2025Q1: 73,750 shares; 2025Q2: 88,088 shares 88,088 $19.3M 0.67% +14,338 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,832 shares; 2024Q4: 96,344 shares; 2025Q1: 93,639 shares; 2025Q2: 92,876 shares 92,876 $18.1M 0.63% -763 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,764 shares; 2024Q4: 125,518 shares; 2025Q1: 124,736 shares; 2025Q2: 135,528 shares 135,528 $17.8M 0.61% +10,792 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,264 shares; 2024Q4: 317,962 shares; 2025Q1: 322,642 shares; 2025Q2: 326,735 shares 326,735 $16.2M 0.56% +4,093 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,603 shares; 2024Q4: 22,287 shares; 2025Q1: 18,225 shares; 2025Q2: 21,047 shares 21,047 $15.5M 0.54% +2,822 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 234 shares; 2025Q1: 99,284 shares; 2025Q2: 223,152 shares 223,152 $13.3M 0.46% +123,868 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 55,933 shares; 2025Q1: 56,114 shares; 2025Q2: 57,620 shares 57,620 $13.1M 0.45% +1,506 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,817 shares; 2024Q4: 205,636 shares; 2025Q1: 308,977 shares; 2025Q2: 242,992 shares 242,992 $12.4M 0.43% -65,985 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,913 shares; 2024Q4: 200,697 shares; 2025Q1: 213,024 shares; 2025Q2: 222,675 shares 222,675 $12.1M 0.42% +9,651 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,625 shares; 2024Q4: 39,791 shares; 2025Q1: 39,814 shares; 2025Q2: 39,466 shares 39,466 $12M 0.41% -348 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,551 shares; 2024Q4: 17,525 shares; 2025Q1: 17,453 shares; 2025Q2: 124,877 shares 124,877 $11.9M 0.41% +107,424 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,614 shares; 2024Q4: 57,793 shares; 2025Q1: 51,163 shares; 2025Q2: 53,648 shares 53,648 $11.7M 0.41% +2,485 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,557 shares; 2024Q4: 40,509 shares; 2025Q1: 41,090 shares; 2025Q2: 42,625 shares 42,625 $11.4M 0.39% +1,535 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,392 shares; 2024Q4: 292,572 shares; 2025Q1: 302,207 shares; 2025Q2: 306,381 shares 306,381 $11.3M 0.39% +4,174 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,150 shares; 2024Q4: 218,782 shares; 2025Q1: 219,241 shares; 2025Q2: 213,987 shares 213,987 $11.3M 0.39% -5,254 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,601 shares; 2024Q4: 433,699 shares; 2025Q1: 420,363 shares; 2025Q2: 424,709 shares 424,709 $11.3M 0.39% +4,346 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,515 shares; 2024Q4: 42,913 shares; 2025Q1: 38,155 shares; 2025Q2: 38,484 shares 38,484 $11.2M 0.39% +329 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,949 shares; 2024Q4: 19,484 shares; 2025Q1: 19,587 shares; 2025Q2: 20,054 shares 20,054 $11.1M 0.38% +467 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,744 shares; 2024Q4: 445,437 shares; 2025Q1: 477,305 shares; 2025Q2: 456,838 shares 456,838 $10.7M 0.37% -20,467 Timeline HELO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,089 shares 169,089 $10.6M 0.37% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,113 shares; 2024Q4: 151,709 shares; 2025Q1: 228,079 shares; 2025Q2: 303,385 shares 303,385 $10.5M 0.36% +75,306 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,645 shares; 2024Q4: 63,108 shares; 2025Q1: 51,236 shares; 2025Q2: 57,595 shares 57,595 $10.1M 0.35% +6,359 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 87,976 shares; 2025Q1: 87,212 shares; 2025Q2: 88,402 shares 88,402 $9.9M 0.34% +1,190 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,463 shares; 2024Q4: 109,937 shares; 2025Q1: 108,107 shares; 2025Q2: 109,959 shares 109,959 $9.78M 0.34% +1,852 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,556 shares; 2024Q4: 52,819 shares; 2025Q1: 48,924 shares; 2025Q2: 51,015 shares 51,015 $9.47M 0.33% +2,091 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,412 shares; 2024Q4: 334,864 shares; 2025Q1: 332,829 shares; 2025Q2: 334,624 shares 334,624 $9.39M 0.32% +1,795 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,405 shares; 2024Q4: 129,917 shares; 2025Q1: 133,164 shares; 2025Q2: 136,292 shares 136,292 $8.91M 0.31% +3,128 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 2,300 shares; 2025Q1: 119,083 shares; 2025Q2: 154,836 shares 154,836 $8.76M 0.3% +35,753 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,091 shares; 2024Q4: 40,837 shares; 2025Q1: 39,329 shares; 2025Q2: 37,549 shares 37,549 $8.64M 0.3% -1,780 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,169 shares; 2024Q4: 119,952 shares; 2025Q1: 118,750 shares; 2025Q2: 121,827 shares 121,827 $8.42M 0.29% +3,077 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,940 shares; 2024Q4: 43,990 shares; 2025Q1: 44,386 shares; 2025Q2: 46,306 shares 46,306 $8.21M 0.28% +1,920 Timeline BSJQ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,915 shares; 2024Q4: 325,307 shares; 2025Q1: 334,687 shares; 2025Q2: 343,851 shares 343,851 $8.02M 0.28% +9,164 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 6,111 shares; 2025Q1: 6,113 shares; 2025Q2: 90,984 shares 90,984 $7.79M 0.27% +84,871 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,119 shares; 2024Q4: 25,160 shares; 2025Q1: 24,485 shares; 2025Q2: 28,126 shares 28,126 $7.75M 0.27% +3,641 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,975 shares; 2024Q4: 79,806 shares; 2025Q1: 77,072 shares; 2025Q2: 75,740 shares 75,740 $7.22M 0.25% -1,332 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,978 shares; 2024Q4: 19,919 shares; 2025Q1: 17,010 shares; 2025Q2: 22,653 shares 22,653 $7.2M 0.25% +5,643 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,630 shares; 2024Q4: 269,553 shares; 2025Q1: 303,563 shares; 2025Q2: 308,693 shares 308,693 $7.17M 0.25% +5,130 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,655 shares; 2024Q4: 206,355 shares; 2025Q1: 182,976 shares; 2025Q2: 88,593 shares 88,593 $7.06M 0.24% -94,383 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,716 shares; 2024Q4: 112,586 shares; 2025Q1: 110,611 shares; 2025Q2: 105,753 shares 105,753 $6.93M 0.24% -4,858 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,910 shares; 2024Q4: 185,959 shares; 2025Q1: 163,179 shares; 2025Q2: 160,391 shares 160,391 $6.86M 0.24% -2,788 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,160 shares; 2024Q4: 49,040 shares; 2025Q1: 49,040 shares; 2025Q2: 48,511 shares 48,511 $6.55M 0.23% -529 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,191 shares; 2024Q4: 291,421 shares; 2025Q1: 297,408 shares; 2025Q2: 309,388 shares 309,388 $6.55M 0.23% +11,980 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,280 shares; 2024Q4: 162,490 shares; 2025Q1: 156,719 shares; 2025Q2: 160,665 shares 160,665 $6.51M 0.22% +3,946 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 47,343 shares; 2025Q1: 47,035 shares; 2025Q2: 46,863 shares 46,863 $6.3M 0.22% -172 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,186 shares; 2024Q4: 22,859 shares; 2025Q1: 22,948 shares; 2025Q2: 21,765 shares 21,765 $6.21M 0.21% -1,183 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,871 shares; 2024Q4: 200,984 shares; 2025Q1: 201,976 shares; 2025Q2: 77,880 shares 77,880 $6.19M 0.21% -124,096 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,623 shares; 2024Q4: 57,653 shares; 2025Q1: 45,547 shares; 2025Q2: 48,526 shares 48,526 $6.01M 0.21% +2,979 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,863 shares; 2024Q4: 9,734 shares; 2025Q1: 8,577 shares; 2025Q2: 8,396 shares 8,396 $5.94M 0.21% -181 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,213 shares; 2024Q4: 16,950 shares; 2025Q1: 16,374 shares; 2025Q2: 16,152 shares 16,152 $5.92M 0.2% -222 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,509 shares; 2025Q2: 104,344 shares 104,344 $5.91M 0.2% +60,835 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,700 shares; 2024Q4: 47,093 shares; 2025Q1: 43,738 shares; 2025Q2: 42,737 shares 42,737 $5.81M 0.2% -1,001 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 4,341 shares; 2025Q1: 2,928 shares; 2025Q2: 4,312 shares 4,312 $5.77M 0.2% +1,384 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,025 shares; 2024Q4: 10,648 shares; 2025Q1: 9,264 shares; 2025Q2: 10,239 shares 10,239 $5.75M 0.2% +975 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,335 shares; 2024Q4: 122,726 shares; 2025Q1: 154,597 shares; 2025Q2: 196,514 shares 196,514 $5.74M 0.2% +41,917 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,945 shares; 2024Q4: 6,249 shares; 2025Q1: 5,989 shares; 2025Q2: 5,796 shares 5,796 $5.74M 0.2% -193 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,710 shares; 2024Q4: 99,772 shares; 2025Q1: 93,499 shares; 2025Q2: 92,397 shares 92,397 $5.73M 0.2% -1,102 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,146 shares; 2024Q4: 17,819 shares; 2025Q1: 17,178 shares; 2025Q2: 16,890 shares 16,890 $5.7M 0.2% -288 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,684 shares; 2024Q4: 20,081 shares; 2025Q1: 20,003 shares; 2025Q2: 21,994 shares 21,994 $5.57M 0.19% +1,991 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,136 shares; 2024Q4: 92,755 shares; 2025Q1: 89,677 shares; 2025Q2: 123,202 shares 123,202 $5.31M 0.18% +33,525 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,732 shares; 2024Q4: 12,239 shares; 2025Q1: 11,973 shares; 2025Q2: 12,130 shares 12,130 $5.15M 0.18% +157 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,342 shares; 2024Q4: 67,683 shares; 2025Q1: 68,021 shares; 2025Q2: 67,250 shares 67,250 $4.82M 0.17% -771 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,396 shares; 2024Q4: 69,475 shares; 2025Q1: 75,285 shares; 2025Q2: 44,294 shares 44,294 $4.77M 0.16% -30,991 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,734 shares; 2024Q4: 14,736 shares; 2025Q1: 12,043 shares; 2025Q2: 13,404 shares 13,404 $4.76M 0.16% +1,361 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,613 shares; 2024Q4: 70,989 shares; 2025Q1: 71,028 shares; 2025Q2: 68,538 shares 68,538 $4.76M 0.16% -2,490 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,854 shares; 2024Q4: 132,694 shares; 2025Q1: 137,650 shares; 2025Q2: 137,063 shares 137,063 $4.72M 0.16% -587 Timeline VNQI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,504 shares; 2024Q4: 94,387 shares; 2025Q1: 97,673 shares; 2025Q2: 101,073 shares 101,073 $4.66M 0.16% +3,400 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,114 shares; 2024Q4: 35,112 shares; 2025Q1: 27,899 shares; 2025Q2: 30,409 shares 30,409 $4.65M 0.16% +2,510 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,228 shares; 2024Q4: 50,748 shares; 2025Q1: 52,017 shares; 2025Q2: 50,429 shares 50,429 $4.58M 0.16% -1,588 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,022 shares; 2024Q4: 177,955 shares; 2025Q1: 175,937 shares; 2025Q2: 178,424 shares 178,424 $4.57M 0.16% +2,487 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,523 shares; 2024Q4: 17,697 shares; 2025Q1: 15,141 shares; 2025Q2: 16,543 shares 16,543 $4.51M 0.16% +1,402 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,328 shares; 2024Q4: 75,014 shares; 2025Q1: 50,245 shares; 2025Q2: 40,972 shares 40,972 $4.48M 0.15% -9,273 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,379 shares; 2024Q4: 70,658 shares; 2025Q1: 82,490 shares; 2025Q2: 77,257 shares 77,257 $4.39M 0.15% -5,233 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,798 shares; 2024Q4: 26,485 shares; 2025Q1: 25,728 shares; 2025Q2: 25,317 shares 25,317 $4.36M 0.15% -411 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 9,690 shares; 2025Q1: 9,458 shares; 2025Q2: 10,508 shares 10,508 $4.25M 0.15% +1,050 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,881 shares; 2024Q4: 19,602 shares; 2025Q1: 17,795 shares; 2025Q2: 17,220 shares 17,220 $4.24M 0.15% -575 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 5,253 shares; 2025Q1: 5,438 shares; 2025Q2: 5,438 shares 5,438 $4.24M 0.15% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,968 shares; 2024Q4: 94,281 shares; 2025Q1: 94,916 shares; 2025Q2: 98,486 shares 98,486 $4.22M 0.15% +3,570 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,187 shares; 2024Q4: 30,451 shares; 2025Q1: 27,292 shares; 2025Q2: 26,804 shares 26,804 $4.19M 0.14% -488 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 14,510 shares; 2025Q1: 14,215 shares; 2025Q2: 14,217 shares 14,217 $4.15M 0.14% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,507 shares; 2024Q4: 56,215 shares; 2025Q1: 50,295 shares; 2025Q2: 51,835 shares 51,835 $4.15M 0.14% +1,540 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,926 shares; 2024Q4: 14,123 shares; 2025Q1: 13,824 shares; 2025Q2: 12,834 shares 12,834 $4.09M 0.14% -990 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,312 shares; 2024Q4: 85,849 shares; 2025Q1: 67,454 shares; 2025Q2: 86,447 shares 86,447 $4.09M 0.14% +18,993 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 13,113 shares; 2025Q1: 13,655 shares; 2025Q2: 13,353 shares 13,353 $4.07M 0.14% -302 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,377 shares; 2024Q4: 44,294 shares; 2025Q1: 58,947 shares; 2025Q2: 72,987 shares 72,987 $3.97M 0.14% +14,040 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,190 shares; 2024Q4: 50,245 shares; 2025Q1: 48,317 shares; 2025Q2: 47,004 shares 47,004 $3.92M 0.14% -1,313 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,241 shares; 2024Q4: 129,985 shares; 2025Q1: 132,899 shares; 2025Q2: 130,543 shares 130,543 $3.82M 0.13% -2,356 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 13,437 shares; 2025Q1: 13,405 shares; 2025Q2: 12,762 shares 12,762 $3.81M 0.13% -643 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,518 shares; 2024Q4: 46,518 shares; 2025Q1: 48,841 shares; 2025Q2: 50,501 shares 50,501 $3.78M 0.13% +1,660 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 3,660 shares; 2025Q1: 3,230 shares; 2025Q2: 3,581 shares 3,581 $3.76M 0.13% +351 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740,590 shares; 2024Q4: 251,552 shares; 2025Q1: 234,507 shares; 2025Q2: 180,387 shares 180,387 $3.73M 0.13% -54,120 SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 9,483 shares; 2025Q1: 9,439 shares; 2025Q2: 9,349 shares 9,349 $3.7M 0.13% -90 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,473 shares; 2024Q4: 12,167 shares; 2025Q1: 11,979 shares; 2025Q2: 11,916 shares 11,916 $3.67M 0.13% -63 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $3.64M 0.13% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,558 shares; 2024Q4: 120,240 shares; 2025Q1: 119,376 shares; 2025Q2: 119,425 shares 119,425 $3.61M 0.12% +49 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,049 shares; 2024Q4: 26,733 shares; 2025Q1: 25,879 shares; 2025Q2: 25,552 shares 25,552 $3.53M 0.12% -327 Timeline BSMT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,238 shares; 2024Q4: 129,286 shares; 2025Q1: 166,334 shares; 2025Q2: 154,165 shares 154,165 $3.5M 0.12% -12,169 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,559 shares; 2024Q4: 128,236 shares; 2025Q1: 157,492 shares; 2025Q2: 147,798 shares 147,798 $3.47M 0.12% -9,694 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,807 shares; 2024Q4: 27,853 shares; 2025Q1: 45,069 shares; 2025Q2: 58,185 shares 58,185 $3.42M 0.12% +13,116 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,563 shares; 2024Q4: 37,976 shares; 2025Q1: 38,306 shares; 2025Q2: 34,079 shares 34,079 $3.33M 0.12% -4,227 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,452 shares; 2024Q4: 154,123 shares; 2025Q1: 152,714 shares; 2025Q2: 148,033 shares 148,033 $3.27M 0.11% -4,681 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,441 shares; 2024Q4: 62,594 shares; 2025Q1: 59,132 shares; 2025Q2: 15,329 shares 15,329 $3.21M 0.11% -43,803 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,996 shares; 2024Q4: 33,171 shares; 2025Q1: 33,692 shares; 2025Q2: 33,816 shares 33,816 $3.18M 0.11% +124 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,290 shares; 2024Q4: 9,910 shares; 2025Q1: 7,838 shares; 2025Q2: 10,120 shares 10,120 $3.16M 0.11% +2,282 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,701 shares; 2024Q4: 16,923 shares; 2025Q1: 16,349 shares; 2025Q2: 16,203 shares 16,203 $3.15M 0.11% -146 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,213 shares; 2024Q4: 52,311 shares; 2025Q1: 50,982 shares; 2025Q2: 50,320 shares 50,320 $3.14M 0.11% -662 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,076 shares; 2024Q4: 25,231 shares; 2025Q1: 23,792 shares; 2025Q2: 50,605 shares 50,605 $3.1M 0.11% +26,813 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,657 shares; 2024Q4: 37,292 shares; 2025Q1: 37,825 shares; 2025Q2: 37,914 shares 37,914 $3.09M 0.11% +89 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,239 shares; 2024Q4: 13,498 shares; 2025Q1: 13,019 shares; 2025Q2: 12,889 shares 12,889 $3M 0.1% -130 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 10,754 shares; 2025Q1: 12,379 shares; 2025Q2: 12,213 shares 12,213 $2.99M 0.1% -166 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,047 shares; 2024Q4: 32,015 shares; 2025Q1: 32,528 shares; 2025Q2: 32,466 shares 32,466 $2.9M 0.1% -62 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,649 shares; 2024Q4: 63,679 shares; 2025Q1: 47,399 shares; 2025Q2: 47,801 shares 47,801 $2.87M 0.1% +402 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,037 shares; 2024Q4: 127,804 shares; 2025Q1: 121,368 shares; 2025Q2: 115,971 shares 115,971 $2.83M 0.1% -5,397 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,117 shares; 2024Q4: 26,562 shares; 2025Q1: 25,014 shares; 2025Q2: 19,038 shares 19,038 $2.73M 0.09% -5,976 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,312 shares; 2024Q4: 53,524 shares; 2025Q1: 119,158 shares; 2025Q2: 132,615 shares 132,615 $2.72M 0.09% +13,457 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 13,727 shares; 2025Q1: 13,827 shares; 2025Q2: 13,697 shares 13,697 $2.71M 0.09% -130 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,770 shares; 2025Q1: 4,831 shares; 2025Q2: 5,240 shares 5,240 $2.66M 0.09% +409 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,046 shares; 2024Q4: 13,820 shares; 2025Q1: 13,725 shares; 2025Q2: 13,607 shares 13,607 $2.66M 0.09% -118 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,600 shares; 2024Q4: 38,029 shares; 2025Q1: 36,531 shares; 2025Q2: 36,113 shares 36,113 $2.62M 0.09% -418 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,767 shares; 2024Q4: 32,867 shares; 2025Q1: 32,937 shares; 2025Q2: 32,494 shares 32,494 $2.58M 0.09% -443 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,043 shares; 2024Q4: 82,119 shares; 2025Q1: 85,109 shares; 2025Q2: 85,955 shares 85,955 $2.55M 0.09% +846 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,503 shares; 2025Q1: 10,526 shares; 2025Q2: 10,271 shares 10,271 $2.53M 0.09% -255 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,252 shares; 2024Q4: 81,237 shares; 2025Q1: 116,177 shares; 2025Q2: 129,399 shares 129,399 $2.53M 0.09% +13,222 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: 9,533 shares; 2025Q1: 9,412 shares; 2025Q2: 9,310 shares 9,310 $2.51M 0.09% -102 Timeline BSMV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 118,554 shares; 2025Q1: 146,393 shares; 2025Q2: 117,644 shares 117,644 $2.43M 0.08% -28,749 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,973 shares; 2024Q4: 23,651 shares; 2025Q1: 22,767 shares; 2025Q2: 22,025 shares 22,025 $2.41M 0.08% -742 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,070 shares; 2024Q4: 22,036 shares; 2025Q1: 22,040 shares; 2025Q2: 22,091 shares 22,091 $2.41M 0.08% +51 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,717 shares; 2024Q4: 33,233 shares; 2025Q1: 17,099 shares; 2025Q2: 26,794 shares 26,794 $2.4M 0.08% +9,695 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,212 shares; 2024Q4: 13,390 shares; 2025Q1: 12,565 shares; 2025Q2: 12,941 shares 12,941 $2.37M 0.08% +376 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,355 shares; 2024Q4: 13,933 shares; 2025Q1: 14,425 shares; 2025Q2: 15,905 shares 15,905 $2.35M 0.08% +1,480 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,037 shares; 2024Q4: 32,383 shares; 2025Q1: 30,508 shares; 2025Q2: 32,527 shares 32,527 $2.31M 0.08% +2,019 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,313 shares; 2024Q4: 16,523 shares; 2025Q1: 15,956 shares; 2025Q2: 17,493 shares 17,493 $2.31M 0.08% +1,537 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 619 shares; 2025Q1: 49,182 shares; 2025Q2: 48,282 shares 48,282 $2.3M 0.08% -900 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,038 shares; 2024Q4: 15,531 shares; 2025Q1: 13,111 shares; 2025Q2: 14,036 shares 14,036 $2.24M 0.08% +925 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,228 shares; 2024Q4: 42,817 shares; 2025Q1: 48,100 shares; 2025Q2: 42,665 shares 42,665 $2.23M 0.08% -5,435 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,279 shares; 2025Q1: 87,778 shares; 2025Q2: 85,659 shares 85,659 $2.21M 0.08% -2,119 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,525 shares; 2024Q4: 7,684 shares; 2025Q1: 12,581 shares; 2025Q2: 16,090 shares 16,090 $2.19M 0.08% +3,509 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,507 shares; 2024Q4: 20,361 shares; 2025Q1: 21,635 shares; 2025Q2: 21,765 shares 21,765 $2.17M 0.07% +130 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,691 shares; 2024Q4: 73,113 shares; 2025Q1: 74,413 shares; 2025Q2: 74,064 shares 74,064 $2.14M 0.07% -349 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,814 shares; 2024Q4: 20,648 shares; 2025Q1: 20,025 shares; 2025Q2: 22,685 shares 22,685 $2.13M 0.07% +2,660 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,756 shares; 2024Q4: 27,616 shares; 2025Q1: 4,971 shares; 2025Q2: 23,280 shares 23,280 $2.12M 0.07% +18,309 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,327 shares; 2024Q4: 66,471 shares; 2025Q1: 68,809 shares; 2025Q2: 69,697 shares 69,697 $2.08M 0.07% +888 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,305 shares; 2024Q4: 17,141 shares; 2025Q1: 16,836 shares; 2025Q2: 16,662 shares 16,662 $2.06M 0.07% -174 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,167 shares; 2024Q4: 69,555 shares; 2025Q1: 67,755 shares; 2025Q2: 67,366 shares 67,366 $2.03M 0.07% -389 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,667 shares; 2024Q4: 19,101 shares; 2025Q1: 19,120 shares; 2025Q2: 19,103 shares 19,103 $2.03M 0.07% -17 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,115 shares; 2024Q4: 13,704 shares; 2025Q1: 16,222 shares; 2025Q2: 16,776 shares 16,776 $2.03M 0.07% +554 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,550 shares; 2024Q4: 25,009 shares; 2025Q1: 24,328 shares; 2025Q2: 23,757 shares 23,757 $1.97M 0.07% -571 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: 14,121 shares; 2025Q1: 13,665 shares; 2025Q2: 13,853 shares 13,853 $1.97M 0.07% +188 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,155 shares; 2024Q4: 57,414 shares; 2025Q1: 58,847 shares; 2025Q2: 59,447 shares 59,447 $1.96M 0.07% +600 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,665 shares; 2024Q4: 27,379 shares; 2025Q1: 24,209 shares; 2025Q2: 26,985 shares 26,985 $1.87M 0.06% +2,776 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,538 shares; 2024Q4: 8,389 shares; 2025Q1: 7,801 shares; 2025Q2: 8,586 shares 8,586 $1.87M 0.06% +785 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,603 shares; 2024Q4: 8,571 shares; 2025Q1: 8,283 shares; 2025Q2: 8,189 shares 8,189 $1.85M 0.06% -94 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,607 shares; 2024Q4: 24,928 shares; 2025Q1: 23,440 shares; 2025Q2: 24,642 shares 24,642 $1.83M 0.06% +1,202 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 24,264 shares; 2025Q1: 24,336 shares; 2025Q2: 28,591 shares 28,591 $1.79M 0.06% +4,255 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,032 shares; 2024Q4: 32,995 shares; 2025Q1: 32,362 shares; 2025Q2: 32,341 shares 32,341 $1.79M 0.06% -21 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,872 shares; 2024Q4: 42,045 shares; 2025Q1: 15,248 shares; 2025Q2: 40,882 shares 40,882 $1.78M 0.06% +25,634 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,366 shares; 2024Q4: 64,467 shares; 2025Q1: 58,735 shares; 2025Q2: 54,167 shares 54,167 $1.78M 0.06% -4,568 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,292 shares; 2025Q1: 9,024 shares; 2025Q2: 8,793 shares 8,793 $1.73M 0.06% -231 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,062 shares; 2024Q4: 8,176 shares; 2025Q1: 6,152 shares; 2025Q2: 6,154 shares 6,154 $1.72M 0.06% +2 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,210 shares; 2024Q4: 7,985 shares; 2025Q1: 7,205 shares; 2025Q2: 7,156 shares 7,156 $1.72M 0.06% -49 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,763 shares; 2024Q4: 32,904 shares; 2025Q1: 32,862 shares; 2025Q2: 13,816 shares 13,816 $1.7M 0.06% -19,046 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,012 shares; 2024Q4: 8,939 shares; 2025Q1: 8,901 shares; 2025Q2: 8,894 shares 8,894 $1.68M 0.06% -7 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,379 shares; 2024Q4: 73,030 shares; 2025Q1: 73,218 shares; 2025Q2: 73,616 shares 73,616 $1.68M 0.06% +398 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,072 shares; 2024Q4: 25,292 shares; 2025Q1: 15,245 shares; 2025Q2: 16,926 shares 16,926 $1.67M 0.06% +1,681 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,925 shares; 2025Q1: 3,290 shares; 2025Q2: 4,096 shares 4,096 $1.66M 0.06% +806 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 5,664 shares; 2025Q1: 4,643 shares; 2025Q2: 5,509 shares 5,509 $1.65M 0.06% +866 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 8,039 shares; 2025Q1: 6,913 shares; 2025Q2: 6,796 shares 6,796 $1.62M 0.06% -117 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,247 shares; 2024Q4: 13,697 shares; 2025Q1: 11,071 shares; 2025Q2: 13,123 shares 13,123 $1.62M 0.06% +2,052 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,749 shares; 2025Q2: 20,424 shares 20,424 $1.62M 0.06% +16,675 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,869 shares; 2024Q4: 29,797 shares; 2025Q1: 29,730 shares; 2025Q2: 29,701 shares 29,701 $1.6M 0.06% -29 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: 13,287 shares; 2025Q1: 10,262 shares; 2025Q2: 13,609 shares 13,609 $1.57M 0.05% +3,347 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,085 shares; 2024Q4: 14,401 shares; 2025Q1: 14,342 shares; 2025Q2: 14,343 shares 14,343 $1.56M 0.05% +1 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,833 shares; 2024Q4: 68,800 shares; 2025Q1: 54,387 shares; 2025Q2: 52,737 shares 52,737 $1.54M 0.05% -1,650 Timeline FTHI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,485 shares; 2024Q4: 62,702 shares; 2025Q1: 72,618 shares; 2025Q2: 67,364 shares 67,364 $1.54M 0.05% -5,254 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,095 shares; 2024Q4: 11,218 shares; 2025Q1: 8,530 shares; 2025Q2: 8,509 shares 8,509 $1.53M 0.05% -21 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,634 shares; 2024Q4: 120,306 shares; 2025Q1: 126,363 shares; 2025Q2: 51,412 shares 51,412 $1.51M 0.05% -74,951 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 22,256 shares; 2025Q1: 23,351 shares; 2025Q2: 24,476 shares 24,476 $1.51M 0.05% +1,125 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 31,203 shares; 2025Q1: 28,858 shares; 2025Q2: 30,201 shares 30,201 $1.51M 0.05% +1,343 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 17,282 shares; 2025Q1: 17,273 shares; 2025Q2: 17,305 shares 17,305 $1.5M 0.05% +32 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 9,777 shares; 2025Q1: 2,684 shares; 2025Q2: 8,126 shares 8,126 $1.48M 0.05% +5,442 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,918 shares; 2024Q4: 32,486 shares; 2025Q1: 24,958 shares; 2025Q2: 51,113 shares 51,113 $1.48M 0.05% +26,155 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 8,798 shares; 2025Q1: 8,798 shares; 2025Q2: 8,798 shares 8,798 $1.43M 0.05% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,277 shares; 2024Q4: 31,076 shares; 2025Q1: 28,283 shares; 2025Q2: 27,516 shares 27,516 $1.43M 0.05% -767 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 8,015 shares; 2025Q1: 6,597 shares; 2025Q2: 6,941 shares 6,941 $1.42M 0.05% +344 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,614 shares; 2024Q4: 13,214 shares; 2025Q1: 1,881 shares; 2025Q2: 13,214 shares 13,214 $1.4M 0.05% +11,333 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,618 shares; 2025Q1: 2,613 shares; 2025Q2: 2,616 shares 2,616 $1.4M 0.05% +3 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,095 shares; 2024Q4: 22,187 shares; 2025Q1: 22,187 shares; 2025Q2: 22,187 shares 22,187 $1.39M 0.05% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,779 shares; 2024Q4: 22,299 shares; 2025Q1: 16,365 shares; 2025Q2: 22,146 shares 22,146 $1.39M 0.05% +5,781 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,062 shares; 2024Q4: 10,493 shares; 2025Q1: 11,839 shares; 2025Q2: 10,236 shares 10,236 $1.38M 0.05% -1,603 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,467 shares; 2025Q1: 3,170 shares; 2025Q2: 4,448 shares 4,448 $1.38M 0.05% +1,278 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 4,040 shares; 2025Q1: 4,083 shares; 2025Q2: 4,010 shares 4,010 $1.38M 0.05% -73 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,504 shares; 2024Q4: 30,404 shares; 2025Q1: 224 shares; 2025Q2: 27,725 shares 27,725 $1.37M 0.05% +27,501 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 8,769 shares; 2025Q1: 261 shares; 2025Q2: 7,919 shares 7,919 $1.36M 0.05% +7,658 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,784 shares; 2024Q4: 21,475 shares; 2025Q1: 18,858 shares; 2025Q2: 19,236 shares 19,236 $1.36M 0.05% +378 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,060 shares; 2025Q1: 3,078 shares; 2025Q2: 3,081 shares 3,081 $1.36M 0.05% +3 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 7,326 shares; 2025Q1: 6,533 shares; 2025Q2: 6,348 shares 6,348 $1.35M 0.05% -185 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,022 shares; 2024Q4: 9,448 shares; 2025Q1: 9,450 shares; 2025Q2: 9,486 shares 9,486 $1.34M 0.05% +36 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,711 shares; 2024Q4: 12,607 shares; 2025Q1: 1,739 shares; 2025Q2: 15,377 shares 15,377 $1.34M 0.05% +13,638 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,086 shares; 2024Q4: 20,597 shares; 2025Q1: 17,750 shares; 2025Q2: 19,152 shares 19,152 $1.32M 0.05% +1,402 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,165 shares; 2024Q4: 21,265 shares; 2025Q1: 1,338 shares; 2025Q2: 21,265 shares 21,265 $1.32M 0.05% +19,927 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,969 shares; 2025Q1: 2,302 shares; 2025Q2: 2,950 shares 2,950 $1.31M 0.05% +648 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 9,958 shares; 2025Q1: 8,827 shares; 2025Q2: 8,575 shares 8,575 $1.31M 0.05% -252 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 7,561 shares; 2025Q1: 7,561 shares; 2025Q2: 7,561 shares 7,561 $1.31M 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,507 shares; 2024Q4: 55,111 shares; 2025Q1: 49,270 shares; 2025Q2: 15,158 shares 15,158 $1.29M 0.04% -34,112 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 13,639 shares; 2025Q1: 18,985 shares; 2025Q2: 21,013 shares 21,013 $1.29M 0.04% +2,028 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,681 shares; 2025Q1: 2,699 shares; 2025Q2: 3,304 shares 3,304 $1.28M 0.04% +605 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 10,900 shares; 2025Q1: not reported; 2025Q2: 10,900 shares 10,900 $1.28M 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 14,096 shares; 2025Q1: 15,340 shares; 2025Q2: 15,134 shares 15,134 $1.28M 0.04% -206 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,407 shares; 2024Q4: 8,802 shares; 2025Q1: 8,933 shares; 2025Q2: 8,938 shares 8,938 $1.26M 0.04% +5 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 4,588 shares 4,588 $1.26M 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,134 shares; 2024Q4: 8,209 shares; 2025Q1: 8,614 shares; 2025Q2: 8,796 shares 8,796 $1.25M 0.04% +182 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 16,606 shares; 2025Q1: 16,018 shares; 2025Q2: 15,262 shares 15,262 $1.25M 0.04% -756 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 3,935 shares; 2025Q1: 3,236 shares; 2025Q2: 3,237 shares 3,237 $1.25M 0.04% +1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,108 shares; 2024Q4: 53,360 shares; 2025Q1: 54,586 shares; 2025Q2: 41,475 shares 41,475 $1.24M 0.04% -13,111 Timeline AVEE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,768 shares; 2025Q2: 20,594 shares 20,594 $1.24M 0.04% +826 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,469 shares; 2024Q4: 14,281 shares; 2025Q1: 14,711 shares; 2025Q2: 12,840 shares 12,840 $1.23M 0.04% -1,871 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 8,017 shares; 2025Q1: 8,080 shares; 2025Q2: 8,076 shares 8,076 $1.23M 0.04% -4 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,062 shares; 2024Q4: 44,662 shares; 2025Q1: 60 shares; 2025Q2: 41,860 shares 41,860 $1.22M 0.04% +41,800 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 10,285 shares; 2025Q1: 10,285 shares; 2025Q2: 10,285 shares 10,285 $1.21M 0.04% 0 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,525 shares; 2025Q2: 48,838 shares 48,838 $1.21M 0.04% +14,313 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,699 shares; 2024Q4: 59,258 shares; 2025Q1: 53,405 shares; 2025Q2: 50,774 shares 50,774 $1.21M 0.04% -2,631 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 4,723 shares; 2025Q1: 6,605 shares; 2025Q2: 6,934 shares 6,934 $1.2M 0.04% +329 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,353 shares; 2024Q4: 10,671 shares; 2025Q1: 11,188 shares; 2025Q2: 4,636 shares 4,636 $1.19M 0.04% -6,552 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,571 shares; 2024Q4: 21,175 shares; 2025Q1: 1,268 shares; 2025Q2: 21,170 shares 21,170 $1.19M 0.04% +19,902 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,042 shares; 2024Q4: 53,561 shares; 2025Q1: 49,192 shares; 2025Q2: 46,681 shares 46,681 $1.18M 0.04% -2,511 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,375 shares; 2024Q4: 12,473 shares; 2025Q1: 7,756 shares; 2025Q2: 12,874 shares 12,874 $1.18M 0.04% +5,118 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 30,671 shares; 2025Q2: 69,978 shares 69,978 $1.17M 0.04% +39,307 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,445 shares; 2025Q1: 19 shares; 2025Q2: 4,436 shares 4,436 $1.16M 0.04% +4,417 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,761 shares; 2024Q4: 15,779 shares; 2025Q1: 14,765 shares; 2025Q2: 15,379 shares 15,379 $1.16M 0.04% +614 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,157 shares; 2025Q1: 17 shares; 2025Q2: 4,752 shares 4,752 $1.15M 0.04% +4,735 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,136 shares; 2024Q4: 103,015 shares; 2025Q1: 89,777 shares; 2025Q2: 105,332 shares 105,332 $1.15M 0.04% +15,555 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,314 shares; 2024Q4: 34,830 shares; 2025Q1: 27,757 shares; 2025Q2: 11,576 shares 11,576 $1.14M 0.04% -16,181 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 12,675 shares; 2025Q1: 866 shares; 2025Q2: 11,045 shares 11,045 $1.13M 0.04% +10,179 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,677 shares; 2024Q4: 5,412 shares; 2025Q1: 4,256 shares; 2025Q2: 5,085 shares 5,085 $1.13M 0.04% +829 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: 15,993 shares; 2025Q1: 15,215 shares; 2025Q2: 12,745 shares 12,745 $1.12M 0.04% -2,470 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,142 shares; 2024Q4: 11,902 shares; 2025Q1: 506 shares; 2025Q2: 10,323 shares 10,323 $1.1M 0.04% +9,817 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 4,412 shares; 2025Q1: 531 shares; 2025Q2: 3,765 shares 3,765 $1.09M 0.04% +3,234 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,433 shares; 2024Q4: 108,623 shares; 2025Q1: 108,623 shares; 2025Q2: 109,539 shares 109,539 $1.07M 0.04% +916 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,216 shares; 2024Q4: 9,074 shares; 2025Q1: 9,167 shares; 2025Q2: 8,810 shares 8,810 $1.05M 0.04% -357 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,029 shares; 2025Q1: 1,025 shares; 2025Q2: 2,810 shares 2,810 $1.05M 0.04% +1,785 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,230 shares; 2024Q4: 15,797 shares; 2025Q1: 14,392 shares; 2025Q2: 13,918 shares 13,918 $1.01M 0.03% -474 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 14,448 shares; 2025Q1: 11,686 shares; 2025Q2: 11,015 shares 11,015 $1.01M 0.03% -671 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 8,698 shares; 2025Q1: 8,834 shares; 2025Q2: 8,329 shares 8,329 $1M 0.03% -505 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,506 shares; 2024Q4: 118,055 shares; 2025Q1: 88,431 shares; 2025Q2: 87,755 shares 87,755 $991K 0.03% -676 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,658 shares; 2024Q4: 13,725 shares; 2025Q1: 17,062 shares; 2025Q2: 17,107 shares 17,107 $986K 0.03% +45 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,141 shares; 2024Q4: 59,231 shares; 2025Q1: 43,408 shares; 2025Q2: 22,232 shares 22,232 $983K 0.03% -21,176 Timeline XLRE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,953 shares; 2024Q4: 23,726 shares; 2025Q1: 29,839 shares; 2025Q2: 23,442 shares 23,442 $971K 0.03% -6,397 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 8,250 shares; 2025Q1: 10,362 shares; 2025Q2: 9,022 shares 9,022 $969K 0.03% -1,340 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,186 shares; 2024Q4: 8,198 shares; 2025Q1: 8,197 shares; 2025Q2: 7,526 shares 7,526 $967K 0.03% -671 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,137 shares; 2025Q1: 1,689 shares; 2025Q2: 1,893 shares 1,893 $964K 0.03% +204 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 5,288 shares; 2025Q1: 94 shares; 2025Q2: 8,393 shares 8,393 $955K 0.03% +8,299 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,632 shares; 2024Q4: 9,159 shares; 2025Q1: 5,847 shares; 2025Q2: 8,882 shares 8,882 $954K 0.03% +3,035 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 4,164 shares; 2025Q1: 4,276 shares; 2025Q2: 4,180 shares 4,180 $953K 0.03% -96 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 7,098 shares; 2025Q1: 5,890 shares; 2025Q2: 5,627 shares 5,627 $953K 0.03% -263 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 5,171 shares; 2025Q1: 3,631 shares; 2025Q2: 3,415 shares 3,415 $952K 0.03% -216 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 10,719 shares; 2025Q1: 14,002 shares; 2025Q2: 14,002 shares 14,002 $946K 0.03% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 601 shares; 2025Q1: 7,335 shares; 2025Q2: 7,338 shares 7,338 $944K 0.03% +3 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 8,554 shares; 2025Q1: 11,824 shares; 2025Q2: 11,805 shares 11,805 $943K 0.03% -19 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,455 shares 7,455 $941K 0.03% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,636 shares; 2025Q1: 435 shares; 2025Q2: 3,835 shares 3,835 $940K 0.03% +3,400 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,479 shares; 2025Q1: 2,888 shares; 2025Q2: 2,497 shares 2,497 $936K 0.03% -391 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,380 shares; 2024Q4: 37,032 shares; 2025Q1: 37,180 shares; 2025Q2: 37,397 shares 37,397 $936K 0.03% +217 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,889 shares; 2024Q4: 18,880 shares; 2025Q1: 19,613 shares; 2025Q2: 20,317 shares 20,317 $935K 0.03% +704 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,800 shares; 2024Q4: 34,206 shares; 2025Q1: not reported; 2025Q2: 34,200 shares 34,200 $932K 0.03% new Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,974 shares; 2024Q4: 40,165 shares; 2025Q1: 44,320 shares; 2025Q2: 41,859 shares 41,859 $931K 0.03% -2,461 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,391 shares; 2024Q4: 12,911 shares; 2025Q1: 322 shares; 2025Q2: 12,925 shares 12,925 $930K 0.03% +12,603 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 11,879 shares; 2025Q1: 15,360 shares; 2025Q2: 15,360 shares 15,360 $924K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,700 shares; 2025Q1: 1,318 shares; 2025Q2: 1,700 shares 1,700 $924K 0.03% +382 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,601 shares; 2024Q4: 132,408 shares; 2025Q1: 120,076 shares; 2025Q2: 29,767 shares 29,767 $923K 0.03% -90,309 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,357 shares; 2024Q4: 6,675 shares; 2025Q1: 75 shares; 2025Q2: 5,922 shares 5,922 $913K 0.03% +5,847 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,472 shares; 2024Q4: 11,541 shares; 2025Q1: 11,541 shares; 2025Q2: 11,541 shares 11,541 $912K 0.03% 0 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,312 shares; 2024Q4: 25,239 shares; 2025Q1: 25,239 shares; 2025Q2: 25,151 shares 25,151 $907K 0.03% -88 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 4,394 shares; 2025Q1: 4,389 shares; 2025Q2: 4,364 shares 4,364 $906K 0.03% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 11,494 shares; 2025Q1: 7,743 shares; 2025Q2: 11,437 shares 11,437 $905K 0.03% +3,694 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 6,891 shares; 2025Q1: 71 shares; 2025Q2: 5,362 shares 5,362 $904K 0.03% +5,291 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,349 shares; 2024Q4: 5,047 shares; 2025Q1: 467 shares; 2025Q2: 6,446 shares 6,446 $903K 0.03% +5,979 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,411 shares; 2024Q4: 10,467 shares; 2025Q1: 10,515 shares; 2025Q2: 10,565 shares 10,565 $900K 0.03% +50 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,787 shares; 2024Q4: 21,011 shares; 2025Q1: 21,091 shares; 2025Q2: 24,946 shares 24,946 $880K 0.03% +3,855 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 6,666 shares; 2025Q1: 6,684 shares; 2025Q2: 6,659 shares 6,659 $880K 0.03% -25 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 9,198 shares; 2025Q1: 8,539 shares; 2025Q2: 8,141 shares 8,141 $878K 0.03% -398 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 7,386 shares; 2025Q1: 7,578 shares; 2025Q2: 6,931 shares 6,931 $877K 0.03% -647 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,664 shares; 2024Q4: 28,255 shares; 2025Q1: 271 shares; 2025Q2: 33,912 shares 33,912 $876K 0.03% +33,641 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,467 shares; 2025Q1: 1,523 shares; 2025Q2: 1,317 shares 1,317 $874K 0.03% -206 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,084 shares; 2024Q4: 10,082 shares; 2025Q1: 10,085 shares; 2025Q2: 10,410 shares 10,410 $868K 0.03% +325 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 6,289 shares; 2025Q1: 20,375 shares; 2025Q2: 19,934 shares 19,934 $857K 0.03% -441 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,664 shares; 2024Q4: 8,993 shares; 2025Q1: 15,122 shares; 2025Q2: 23,800 shares 23,800 $856K 0.03% +8,678 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,177 shares; 2024Q4: 47,899 shares; 2025Q1: 46,214 shares; 2025Q2: 34,465 shares 34,465 $835K 0.03% -11,749 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 4,388 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares 4,386 $826K 0.03% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 13,675 shares; 2025Q1: 13,679 shares; 2025Q2: 13,676 shares 13,676 $818K 0.03% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,359 shares; 2024Q4: 12,069 shares; 2025Q1: 5,459 shares; 2025Q2: 6,823 shares 6,823 $816K 0.03% +1,364 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,616 shares; 2024Q4: 9,621 shares; 2025Q1: 9,497 shares; 2025Q2: 8,954 shares 8,954 $815K 0.03% -543 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 8,511 shares; 2025Q1: 8,441 shares; 2025Q2: 7,850 shares 7,850 $806K 0.03% -591 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,515 shares; 2024Q4: 21,631 shares; 2025Q1: 781 shares; 2025Q2: 21,681 shares 21,681 $802K 0.03% +20,900 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 6,278 shares; 2025Q1: 6,284 shares; 2025Q2: 6,284 shares 6,284 $797K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,422 shares; 2024Q4: 12,551 shares; 2025Q1: 4,791 shares; 2025Q2: 7,530 shares 7,530 $790K 0.03% +2,739 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,904 shares; 2024Q4: 20,342 shares; 2025Q1: 18,473 shares; 2025Q2: 18,383 shares 18,383 $783K 0.03% -90 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 564 shares; 2025Q1: 1,125 shares; 2025Q2: 983 shares 983 $774K 0.03% -142 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 5,351 shares; 2025Q1: 10,702 shares; 2025Q2: 10,702 shares 10,702 $773K 0.03% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,108 shares; 2024Q4: 8,620 shares; 2025Q1: 8,692 shares; 2025Q2: 8,692 shares 8,692 $772K 0.03% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 1,190 shares; 2025Q1: 880 shares; 2025Q2: 1,461 shares 1,461 $767K 0.03% +581 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,804 shares; 2025Q1: 5,723 shares; 2025Q2: 5,726 shares 5,726 $760K 0.03% +3 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,269 shares; 2024Q4: 11,259 shares; 2025Q1: 4,946 shares; 2025Q2: 6,251 shares 6,251 $756K 0.03% +1,305 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 5,439 shares; 2025Q1: 5,417 shares; 2025Q2: 5,417 shares 5,417 $753K 0.03% 0 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,636 shares; 2024Q4: 104,719 shares; 2025Q1: 104,719 shares; 2025Q2: 104,719 shares 104,719 $748K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 1,309 shares; 2025Q1: 1,185 shares; 2025Q2: 1,928 shares 1,928 $746K 0.03% +743 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,814 shares; 2024Q4: 31,614 shares; 2025Q1: 31,614 shares; 2025Q2: 31,549 shares 31,549 $743K 0.03% -65 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 5,150 shares; 2025Q1: 14,366 shares; 2025Q2: 14,296 shares 14,296 $741K 0.03% -70 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,076 shares; 2024Q4: 25,008 shares; 2025Q1: 25,009 shares; 2025Q2: 25,009 shares 25,009 $740K 0.03% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,856 shares; 2024Q4: 16,380 shares; 2025Q1: 14,623 shares; 2025Q2: 14,594 shares 14,594 $734K 0.03% -29 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,354 shares; 2024Q4: 9,300 shares; 2025Q1: 8,988 shares; 2025Q2: 9,100 shares 9,100 $734K 0.03% +112 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,506 shares; 2024Q4: 29,073 shares; 2025Q1: 29,566 shares; 2025Q2: 29,521 shares 29,521 $729K 0.03% -45 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,623 shares; 2025Q1: 3,864 shares; 2025Q2: 3,857 shares 3,857 $728K 0.03% -7 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 6,090 shares; 2025Q2: 7,190 shares 7,190 $726K 0.03% +1,100 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,672 shares; 2024Q4: 21,635 shares; 2025Q1: 21,494 shares; 2025Q2: 19,179 shares 19,179 $719K 0.02% -2,315 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,467 shares; 2024Q4: 8,922 shares; 2025Q1: 12,156 shares; 2025Q2: 8,883 shares 8,883 $719K 0.02% -3,273 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,220 shares; 2024Q4: 10,539 shares; 2025Q1: 9,810 shares; 2025Q2: 8,978 shares 8,978 $719K 0.02% -832 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,215 shares; 2024Q4: 26,014 shares; 2025Q1: 25,999 shares; 2025Q2: 25,999 shares 25,999 $719K 0.02% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 6,116 shares; 2025Q1: 6,203 shares; 2025Q2: 6,235 shares 6,235 $717K 0.02% +32 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,852 shares; 2024Q4: 12,558 shares; 2025Q1: 11,601 shares; 2025Q2: 7,764 shares 7,764 $714K 0.02% -3,837 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,390 shares; 2025Q1: 859 shares; 2025Q2: 1,510 shares 1,510 $708K 0.02% +651 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,564 shares; 2024Q4: 16,302 shares; 2025Q1: 16,312 shares; 2025Q2: 16,312 shares 16,312 $705K 0.02% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 6,361 shares; 2025Q1: 7,228 shares; 2025Q2: 7,072 shares 7,072 $703K 0.02% -156 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,300 shares; 2025Q1: not reported; 2025Q2: 5,500 shares 5,500 $701K 0.02% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,535 shares; 2025Q1: 4,728 shares; 2025Q2: 4,618 shares 4,618 $695K 0.02% -110 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,598 shares; 2024Q4: 64,145 shares; 2025Q1: 58,013 shares; 2025Q2: 55,236 shares 55,236 $688K 0.02% -2,777 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,606 shares; 2024Q4: 9,275 shares; 2025Q1: 193 shares; 2025Q2: 9,272 shares 9,272 $684K 0.02% +9,079 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 5,613 shares; 2025Q1: 5,653 shares; 2025Q2: 5,644 shares 5,644 $683K 0.02% -9 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,720 shares; 2025Q1: 2,359 shares; 2025Q2: 2,356 shares 2,356 $676K 0.02% -3 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 1,082 shares; 2025Q1: 1,076 shares; 2025Q2: 816 shares 816 $675K 0.02% -260 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,446 shares; 2024Q4: 15,768 shares; 2025Q1: 13,827 shares; 2025Q2: 13,663 shares 13,663 $672K 0.02% -164 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,340 shares; 2025Q1: 6,159 shares; 2025Q2: 6,101 shares 6,101 $671K 0.02% -58 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 4,786 shares; 2025Q1: 5,424 shares; 2025Q2: 5,383 shares 5,383 $669K 0.02% -41 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 7,539 shares; 2025Q1: 5,556 shares; 2025Q2: 7,384 shares 7,384 $664K 0.02% +1,828 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,921 shares; 2025Q1: 4,074 shares; 2025Q2: 11,665 shares 11,665 $658K 0.02% +7,591 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 875 shares; 2025Q1: 819 shares; 2025Q2: 810 shares 810 $649K 0.02% -9 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,883 shares; 2024Q4: 19,462 shares; 2025Q1: 17,954 shares; 2025Q2: 18,009 shares 18,009 $647K 0.02% +55 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 19,274 shares; 2025Q1: 19,274 shares; 2025Q2: 19,274 shares 19,274 $641K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 3,081 shares; 2025Q1: 3,002 shares; 2025Q2: 2,165 shares 2,165 $632K 0.02% -837 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,793 shares; 2025Q1: 3,747 shares; 2025Q2: 1,766 shares 1,766 $631K 0.02% -1,981 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 14,372 shares; 2025Q1: 9,803 shares; 2025Q2: 10,741 shares 10,741 $630K 0.02% +938 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 9,344 shares; 2025Q1: 150 shares; 2025Q2: 9,344 shares 9,344 $628K 0.02% +9,194 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 295 shares; 2025Q2: 1,639 shares 1,639 $628K 0.02% +1,344 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 7,180 shares; 2025Q1: 7,177 shares; 2025Q2: 7,143 shares 7,143 $628K 0.02% -34 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,616 shares; 2025Q1: 2,504 shares; 2025Q2: 2,486 shares 2,486 $624K 0.02% -18 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 8,126 shares; 2025Q1: 5,631 shares; 2025Q2: 5,912 shares 5,912 $621K 0.02% +281 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 3,412 shares; 2025Q1: 3,674 shares; 2025Q2: 3,660 shares 3,660 $618K 0.02% -14 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 2,872 shares; 2025Q1: 11,034 shares; 2025Q2: 12,660 shares 12,660 $615K 0.02% +1,626 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,273 shares; 2024Q4: 8,117 shares; 2025Q1: 7,755 shares; 2025Q2: 7,741 shares 7,741 $614K 0.02% -14 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 633 shares; 2025Q1: 600 shares; 2025Q2: 593 shares 593 $610K 0.02% -7 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,786 shares; 2024Q4: 24,385 shares; 2025Q1: 20,854 shares; 2025Q2: 15,430 shares 15,430 $604K 0.02% -5,424 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,180 shares; 2025Q1: 3,337 shares; 2025Q2: 2,254 shares 2,254 $602K 0.02% -1,083 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 18,938 shares; 2025Q1: 22,188 shares; 2025Q2: 27,688 shares 27,688 $601K 0.02% +5,500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,822 shares; 2024Q4: 7,874 shares; 2025Q1: 8,029 shares; 2025Q2: 8,089 shares 8,089 $594K 0.02% +60 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,337 shares; 2024Q4: 8,702 shares; 2025Q1: 8,702 shares; 2025Q2: 8,702 shares 8,702 $592K 0.02% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,644 shares; 2024Q4: 27,203 shares; 2025Q1: 25,562 shares; 2025Q2: 30,703 shares 30,703 $590K 0.02% +5,141 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: 2,296 shares; 2025Q1: not reported; 2025Q2: 11,579 shares 11,579 $590K 0.02% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,146 shares; 2025Q1: 3,992 shares; 2025Q2: 3,733 shares 3,733 $589K 0.02% -259 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,078 shares; 2024Q4: 9,323 shares; 2025Q1: 9,242 shares; 2025Q2: 9,234 shares 9,234 $588K 0.02% -8 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,001 shares; 2025Q1: 554 shares; 2025Q2: 832 shares 832 $581K 0.02% +278 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 8,059 shares; 2025Q1: 8,222 shares; 2025Q2: 8,238 shares 8,238 $579K 0.02% +16 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 3,279 shares; 2025Q1: 2,980 shares; 2025Q2: 3,416 shares 3,416 $575K 0.02% +436 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 26,650 shares; 2025Q1: 27,767 shares; 2025Q2: 27,999 shares 27,999 $574K 0.02% +232 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,261 shares; 2025Q1: 1,241 shares; 2025Q2: 1,235 shares 1,235 $572K 0.02% -6 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 8,610 shares; 2025Q1: 8,102 shares; 2025Q2: 7,787 shares 7,787 $570K 0.02% -315 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 2,190 shares 2,190 $567K 0.02% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 965 shares; 2025Q1: not reported; 2025Q2: 1,615 shares 1,615 $566K 0.02% new Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,418 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares 1,791 $563K 0.02% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 7,525 shares; 2025Q1: 10,631 shares; 2025Q2: 10,612 shares 10,612 $561K 0.02% -19 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,489 shares; 2025Q1: 2,326 shares; 2025Q2: 2,265 shares 2,265 $560K 0.02% -61 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,796 shares; 2025Q1: not reported; 2025Q2: 15,441 shares 15,441 $554K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 5,940 shares; 2025Q1: 6,054 shares; 2025Q2: 6,041 shares 6,041 $550K 0.02% -13 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,269 shares; 2024Q4: 18,294 shares; 2025Q1: 17,945 shares; 2025Q2: 17,844 shares 17,844 $550K 0.02% -101 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,400 shares; 2024Q4: 34,400 shares; 2025Q1: not reported; 2025Q2: 34,400 shares 34,400 $546K 0.02% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,591 shares; 2024Q4: 21,591 shares; 2025Q1: 24,119 shares; 2025Q2: 16,669 shares 16,669 $544K 0.02% -7,450 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,492 shares; 2024Q4: 18,433 shares; 2025Q1: 19,228 shares; 2025Q2: 17,386 shares 17,386 $533K 0.02% -1,842 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,904 shares; 2024Q4: 31,904 shares; 2025Q1: 31,904 shares; 2025Q2: 31,904 shares 31,904 $532K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,712 shares; 2024Q4: 25,955 shares; 2025Q1: 31,478 shares; 2025Q2: 30,412 shares 30,412 $530K 0.02% -1,066 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 5,359 shares; 2025Q1: 5,357 shares; 2025Q2: 6,010 shares 6,010 $529K 0.02% +653 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,320 shares; 2025Q1: 3,319 shares; 2025Q2: 2,310 shares 2,310 $529K 0.02% -1,009 Timeline AVDE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 6,973 shares; 2025Q1: 6,996 shares; 2025Q2: 7,000 shares 7,000 $518K 0.02% +4 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,697 shares; 2025Q1: 2,671 shares; 2025Q2: 2,830 shares 2,830 $517K 0.02% +159 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,822 shares; 2025Q1: 3,118 shares; 2025Q2: 3,451 shares 3,451 $516K 0.02% +333 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,300 shares; 2025Q1: 1,312 shares; 2025Q2: 1,311 shares 1,311 $510K 0.02% -1 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 5,139 shares; 2025Q1: 5,111 shares; 2025Q2: 5,101 shares 5,101 $505K 0.02% -10 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 105 shares; 2025Q2: 3,498 shares 3,498 $504K 0.02% +3,393 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,272 shares; 2025Q1: 2,839 shares; 2025Q2: 2,863 shares 2,863 $503K 0.02% +24 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 6,020 shares 6,020 $500K 0.02% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 2,735 shares; 2025Q2: 2,751 shares 2,751 $496K 0.02% +16 Timeline BSMU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,006 shares; 2024Q4: 46,383 shares; 2025Q1: 43,883 shares; 2025Q2: 22,916 shares 22,916 $493K 0.02% -20,967 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: 5,691 shares; 2025Q1: 5,787 shares; 2025Q2: 5,549 shares 5,549 $492K 0.02% -238 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 1,231 shares; 2025Q1: not reported; 2025Q2: 1,662 shares 1,662 $490K 0.02% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,102 shares; 2025Q1: 757 shares; 2025Q2: 1,094 shares 1,094 $489K 0.02% +337 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,854 shares; 2024Q4: 4,257 shares; 2025Q1: 2,933 shares; 2025Q2: 4,275 shares 4,275 $488K 0.02% +1,342 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,225 shares; 2025Q1: 882 shares; 2025Q2: 2,206 shares 2,206 $488K 0.02% +1,324 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,665 shares; 2025Q1: 2,703 shares; 2025Q2: 2,702 shares 2,702 $487K 0.02% -1 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 6,925 shares; 2025Q1: 6,925 shares; 2025Q2: 6,925 shares 6,925 $486K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,229 shares; 2025Q1: 2,377 shares; 2025Q2: 3,267 shares 3,267 $484K 0.02% +890 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,610 shares; 2025Q1: not reported; 2025Q2: 16,386 shares 16,386 $484K 0.02% new Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 3,497 shares; 2025Q1: 7,096 shares; 2025Q2: 7,096 shares 7,096 $482K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,878 shares; 2024Q4: 15,260 shares; 2025Q1: 14,737 shares; 2025Q2: 14,324 shares 14,324 $481K 0.02% -413 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,764 shares; 2024Q4: 11,704 shares; 2025Q1: 10,238 shares; 2025Q2: 9,617 shares 9,617 $479K 0.02% -621 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,243 shares; 2024Q4: 15,813 shares; 2025Q1: 15,813 shares; 2025Q2: 18,726 shares 18,726 $478K 0.02% +2,913 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 15,957 shares; 2025Q1: 18,540 shares; 2025Q2: 20,540 shares 20,540 $477K 0.02% +2,000 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,540 shares; 2024Q4: 7,257 shares; 2025Q1: 5,357 shares; 2025Q2: 7,021 shares 7,021 $477K 0.02% +1,664 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,167 shares; 2025Q1: 1,179 shares; 2025Q2: 1,088 shares 1,088 $476K 0.02% -91 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,693 shares; 2025Q1: 2,578 shares; 2025Q2: 2,234 shares 2,234 $475K 0.02% -344 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,447 shares; 2024Q4: 13,358 shares; 2025Q1: 12,266 shares; 2025Q2: 10,088 shares 10,088 $475K 0.02% -2,178 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,377 shares; 2025Q1: 3,393 shares; 2025Q2: 891 shares 891 $472K 0.02% -2,502 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,089 shares; 2025Q1: 4,948 shares; 2025Q2: 4,901 shares 4,901 $470K 0.02% -47 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,790 shares; 2024Q4: 33,790 shares; 2025Q1: 33,790 shares; 2025Q2: 33,790 shares 33,790 $470K 0.02% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 216 shares; 2025Q1: not reported; 2025Q2: 10,526 shares 10,526 $466K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,409 shares; 2024Q4: 17,409 shares; 2025Q1: 14,945 shares; 2025Q2: 14,945 shares 14,945 $463K 0.02% 0 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 8,288 shares; 2025Q1: 8,216 shares; 2025Q2: 8,238 shares 8,238 $463K 0.02% +22 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 3,042 shares; 2025Q1: 6,583 shares; 2025Q2: 7,895 shares 7,895 $463K 0.02% +1,312 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 8,828 shares; 2025Q1: 8,828 shares; 2025Q2: 8,828 shares 8,828 $459K 0.02% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,363 shares; 2024Q4: 8,320 shares; 2025Q1: 10,224 shares; 2025Q2: 8,547 shares 8,547 $455K 0.02% -1,677 Timeline BLV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 8,252 shares; 2025Q1: 8,252 shares; 2025Q2: 6,492 shares 6,492 $451K 0.02% -1,760 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 1,911 shares; 2025Q1: 1,913 shares; 2025Q2: 1,814 shares 1,814 $450K 0.02% -99 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,396 shares; 2025Q1: 2,388 shares; 2025Q2: 2,402 shares 2,402 $450K 0.02% +14 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,909 shares; 2025Q1: 5,909 shares; 2025Q2: 5,909 shares 5,909 $448K 0.02% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 8,146 shares; 2025Q1: 8,099 shares; 2025Q2: 8,099 shares 8,099 $447K 0.02% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,092 shares; 2024Q4: 12,114 shares; 2025Q1: 7,105 shares; 2025Q2: 7,102 shares 7,102 $445K 0.02% -3 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,276 shares; 2025Q1: 2,369 shares; 2025Q2: 3,233 shares 3,233 $444K 0.02% +864 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 2,966 shares; 2025Q1: 3,205 shares; 2025Q2: 3,056 shares 3,056 $443K 0.02% -149 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 10,930 shares; 2025Q1: 731 shares; 2025Q2: 7,209 shares 7,209 $441K 0.02% +6,478 PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,764 shares; 2024Q4: 10,016 shares; 2025Q1: 10,016 shares; 2025Q2: 10,016 shares 10,016 $439K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 702 shares; 2025Q1: 2,145 shares; 2025Q2: 2,139 shares 2,139 $438K 0.02% -6 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,273 shares; 2024Q4: 3,936 shares; 2025Q1: 4,320 shares; 2025Q2: 4,306 shares 4,306 $438K 0.02% -14 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 6,669 shares; 2025Q1: 275 shares; 2025Q2: 6,426 shares 6,426 $435K 0.02% +6,151 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,606 shares; 2025Q1: 1,427 shares; 2025Q2: 1,421 shares 1,421 $432K 0.01% -6 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 2,971 shares; 2025Q1: 3,713 shares; 2025Q2: 3,727 shares 3,727 $430K 0.01% +14 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,672 shares; 2025Q1: 2,661 shares; 2025Q2: 2,671 shares 2,671 $429K 0.01% +10 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,737 shares; 2025Q1: 2,757 shares; 2025Q2: 2,745 shares 2,745 $428K 0.01% -12 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 9,950 shares; 2025Q1: 350 shares; 2025Q2: 7,724 shares 7,724 $427K 0.01% +7,374 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,106 shares; 2025Q1: 6,283 shares; 2025Q2: 6,322 shares 6,322 $427K 0.01% +39 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,472 shares; 2025Q1: 3,372 shares; 2025Q2: 4,234 shares 4,234 $426K 0.01% +862 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 764 shares; 2025Q1: 860 shares; 2025Q2: 850 shares 850 $425K 0.01% -10 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,512 shares; 2025Q1: 1,556 shares; 2025Q2: 1,569 shares 1,569 $424K 0.01% +13 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,188 shares; 2024Q4: 9,241 shares; 2025Q1: 9,270 shares; 2025Q2: 9,312 shares 9,312 $423K 0.01% +42 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 14,962 shares; 2025Q1: 15,294 shares; 2025Q2: 15,276 shares 15,276 $423K 0.01% -18 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 3,124 shares; 2025Q1: 5,712 shares; 2025Q2: 5,429 shares 5,429 $420K 0.01% -283 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 8,139 shares; 2025Q1: 7,814 shares; 2025Q2: 7,814 shares 7,814 $419K 0.01% 0 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,097 shares; 2024Q4: 10,216 shares; 2025Q1: 14,902 shares; 2025Q2: 11,802 shares 11,802 $419K 0.01% -3,100 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,278 shares; 2025Q1: 4,151 shares; 2025Q2: 4,152 shares 4,152 $418K 0.01% +1 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 3,643 shares; 2025Q1: 4,118 shares; 2025Q2: 2,847 shares 2,847 $417K 0.01% -1,271 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 4,817 shares; 2025Q1: 1,052 shares; 2025Q2: 3,943 shares 3,943 $416K 0.01% +2,891 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,203 shares 9,203 $415K 0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 7,279 shares; 2025Q1: 6,635 shares; 2025Q2: 6,480 shares 6,480 $414K 0.01% -155 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,952 shares; 2025Q1: 1,955 shares; 2025Q2: 1,893 shares 1,893 $414K 0.01% -62 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 8,390 shares; 2025Q1: 4,824 shares; 2025Q2: 4,461 shares 4,461 $413K 0.01% -363 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 9,040 shares; 2025Q1: 8,275 shares; 2025Q2: 8,102 shares 8,102 $407K 0.01% -173 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 740 shares 740 $406K 0.01% +393 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 12,751 shares; 2025Q1: 12,167 shares; 2025Q2: 12,023 shares 12,023 $404K 0.01% -144 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,791 shares; 2025Q1: 4,280 shares; 2025Q2: 3,023 shares 3,023 $403K 0.01% -1,257 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 1,840 shares; 2025Q1: 159 shares; 2025Q2: 1,844 shares 1,844 $402K 0.01% +1,685 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 301 shares; 2025Q1: not reported; 2025Q2: 3,821 shares 3,821 $400K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 5,229 shares; 2025Q1: 4,999 shares; 2025Q2: 6,898 shares 6,898 $397K 0.01% +1,899 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,605 shares; 2025Q1: 1,134 shares; 2025Q2: 1,647 shares 1,647 $395K 0.01% +513 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 2,910 shares; 2025Q1: 10 shares; 2025Q2: 2,910 shares 2,910 $395K 0.01% +2,900 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,602 shares; 2025Q1: 3,384 shares; 2025Q2: 3,800 shares 3,800 $393K 0.01% +416 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,302 shares; 2024Q4: 6,670 shares; 2025Q1: 3,194 shares; 2025Q2: 3,317 shares 3,317 $391K 0.01% +123 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,267 shares; 2025Q1: 4,667 shares; 2025Q2: 4,667 shares 4,667 $391K 0.01% 0 Timeline