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: 803,936 shares; 2024Q4: 816,103 shares; 2025Q1: 831,258 shares; 2025Q2: 797,842 shares 797,842 $164M 2.08% -33,416 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: 309,237 shares; 2024Q4: 318,573 shares; 2025Q1: 299,969 shares; 2025Q2: 321,625 shares 321,625 $160M 2.04% +21,656 Timeline SPMB 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: 2,081,472 shares; 2024Q4: 4,367,937 shares; 2025Q1: 4,997,010 shares; 2025Q2: 6,235,452 shares 6,235,452 $138M 1.75% +1,238,442 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: 1,748,164 shares; 2024Q4: 1,595,808 shares; 2025Q1: not reported; 2025Q2: 3,062,999 shares 3,062,999 $124M 1.58% new Timeline TLH 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: 2,537 shares; 2024Q4: 2,550 shares; 2025Q1: 344,612 shares; 2025Q2: 1,163,801 shares 1,163,801 $118M 1.51% +819,189 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: 599,022 shares; 2024Q4: 620,671 shares; 2025Q1: 628,826 shares; 2025Q2: 655,396 shares 655,396 $98.6M 1.26% +26,570 Timeline IUSV 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: 834,196 shares; 2024Q4: 881,337 shares; 2025Q1: 972,091 shares; 2025Q2: 1,013,017 shares 1,013,017 $95.9M 1.22% +40,926 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: 207,640 shares; 2024Q4: 212,803 shares; 2025Q1: 232,969 shares; 2025Q2: 239,206 shares 239,206 $87.7M 1.12% +6,237 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: 623,960 shares; 2024Q4: 632,296 shares; 2025Q1: 1,286,474 shares; 2025Q2: 1,596,810 shares 1,596,810 $83.6M 1.06% +310,336 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: 1,979,845 shares; 2024Q4: 4,179,349 shares; 2025Q1: 3,571,370 shares; 2025Q2: 3,709,536 shares 3,709,536 $82M 1.04% +138,166 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: 735,430 shares; 2024Q4: 751,130 shares; 2025Q1: 765,342 shares; 2025Q2: 771,298 shares 771,298 $75.4M 0.96% +5,956 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: 196,922 shares; 2024Q4: 202,516 shares; 2025Q1: 228,488 shares; 2025Q2: 233,449 shares 233,449 $72M 0.92% +4,961 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: 1,432,715 shares; 2024Q4: 1,375,700 shares; 2025Q1: 996,596 shares; 2025Q2: 1,089,506 shares 1,089,506 $71.4M 0.91% +92,910 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: 70,604 shares; 2024Q4: 72,826 shares; 2025Q1: 70,063 shares; 2025Q2: 71,952 shares 71,952 $71.2M 0.91% +1,889 Timeline IEI 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: 134,381 shares; 2024Q4: 107,449 shares; 2025Q1: 119,115 shares; 2025Q2: 594,833 shares 594,833 $70.8M 0.9% +475,718 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,162 shares; 2024Q4: 647,896 shares; 2025Q1: 739,708 shares; 2025Q2: 716,680 shares 716,680 $70.8M 0.9% -23,028 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: 273,314 shares; 2024Q4: 282,475 shares; 2025Q1: 249,752 shares; 2025Q2: 255,305 shares 255,305 $70.4M 0.9% +5,553 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: 335,966 shares; 2024Q4: 352,098 shares; 2025Q1: 366,187 shares; 2025Q2: 374,378 shares 374,378 $69.5M 0.88% +8,191 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: 204,636 shares; 2024Q4: 207,010 shares; 2025Q1: 228,952 shares; 2025Q2: 232,745 shares 232,745 $68M 0.87% +3,793 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: 567,602 shares; 2024Q4: 562,907 shares; 2025Q1: 405,250 shares; 2025Q2: 429,987 shares 429,987 $67.9M 0.86% +24,737 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,291 shares; 2024Q4: 111,884 shares; 2025Q1: 128,458 shares; 2025Q2: 130,030 shares 130,030 $66.4M 0.84% +1,572 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,629 shares; 2024Q4: 575,198 shares; 2025Q1: 609,706 shares; 2025Q2: 618,304 shares 618,304 $64.4M 0.82% +8,598 Timeline 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: 140,676 shares; 2024Q4: 142,039 shares; 2025Q1: 159,879 shares; 2025Q2: 162,038 shares 162,038 $64.1M 0.82% +2,159 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: 492,735 shares; 2024Q4: 501,172 shares; 2025Q1: 570,274 shares; 2025Q2: 591,290 shares 591,290 $63.7M 0.81% +21,016 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: 225,950 shares; 2024Q4: 227,735 shares; 2025Q1: 267,445 shares; 2025Q2: 257,501 shares 257,501 $63.5M 0.81% -9,944 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: 100,736 shares; 2024Q4: 102,593 shares; 2025Q1: 109,534 shares; 2025Q2: 112,155 shares 112,155 $63M 0.8% +2,621 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: 451,865 shares; 2024Q4: 468,225 shares; 2025Q1: 754,366 shares; 2025Q2: 648,806 shares 648,806 $61.8M 0.79% -105,560 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: 162,254 shares; 2024Q4: 165,120 shares; 2025Q1: 364,378 shares; 2025Q2: 387,705 shares 387,705 $61.8M 0.79% +23,327 Timeline REGL 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: 47,181 shares; 2024Q4: 44,778 shares; 2025Q1: 40,864 shares; 2025Q2: 757,485 shares 757,485 $61.8M 0.79% +716,621 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: 152,051 shares; 2024Q4: 155,795 shares; 2025Q1: 153,097 shares; 2025Q2: 205,155 shares 205,155 $61.3M 0.78% +52,058 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: 225,920 shares; 2024Q4: 228,828 shares; 2025Q1: 261,503 shares; 2025Q2: 286,911 shares 286,911 $59.6M 0.76% +25,408 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: 677,989 shares; 2024Q4: 714,507 shares; 2025Q1: 705,955 shares; 2025Q2: 707,734 shares 707,734 $58.7M 0.75% +1,779 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: 470,855 shares; 2024Q4: 571,373 shares; 2025Q1: 566,659 shares; 2025Q2: 714,877 shares 714,877 $56.8M 0.72% +148,218 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: 107,463 shares; 2024Q4: 108,766 shares; 2025Q1: 126,107 shares; 2025Q2: 128,440 shares 128,440 $56.7M 0.72% +2,333 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,092 shares; 2024Q4: 159,697 shares; 2025Q1: 179,433 shares; 2025Q2: 181,691 shares 181,691 $56.5M 0.72% +2,258 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: 1,080,015 shares; 2024Q4: 1,089,676 shares; 2025Q1: 1,241,823 shares; 2025Q2: 1,270,967 shares 1,270,967 $55M 0.7% +29,144 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,050 shares; 2024Q4: 866,760 shares; 2025Q1: 1,010,704 shares; 2025Q2: 1,037,263 shares 1,037,263 $54.7M 0.7% +26,559 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: 291,572 shares; 2024Q4: 294,123 shares; 2025Q1: 345,977 shares; 2025Q2: 351,951 shares 351,951 $54.2M 0.69% +5,974 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: 292,575 shares; 2024Q4: 298,489 shares; 2025Q1: 323,511 shares; 2025Q2: 332,876 shares 332,876 $53M 0.67% +9,365 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: 54,254 shares; 2024Q4: 55,546 shares; 2025Q1: 64,541 shares; 2025Q2: 66,520 shares 66,520 $52.4M 0.67% +1,979 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 543,544 shares; 2025Q1: 671,969 shares; 2025Q2: 686,771 shares 686,771 $51.2M 0.65% +14,802 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,789 shares; 2024Q4: 168,907 shares; 2025Q1: 210,843 shares; 2025Q2: 214,377 shares 214,377 $51.1M 0.65% +3,534 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,962 shares; 2024Q4: 83,531 shares; 2025Q1: 95,973 shares; 2025Q2: 96,717 shares 96,717 $51M 0.65% +744 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,723 shares; 2024Q4: 546,744 shares; 2025Q1: 629,723 shares; 2025Q2: 1,207,156 shares 1,207,156 $50.7M 0.65% +577,433 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: 545,713 shares; 2024Q4: 588,250 shares; 2025Q1: 578,627 shares; 2025Q2: 609,071 shares 609,071 $48.4M 0.62% +30,444 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: 186,643 shares; 2024Q4: 188,428 shares; 2025Q1: 193,189 shares; 2025Q2: 195,331 shares 195,331 $48.3M 0.61% +2,142 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: 122,591 shares; 2024Q4: 123,690 shares; 2025Q1: 138,537 shares; 2025Q2: 139,861 shares 139,861 $48M 0.61% +1,324 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,243 shares; 2024Q4: 295,025 shares; 2025Q1: 331,149 shares; 2025Q2: 334,548 shares 334,548 $46.5M 0.59% +3,399 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: 236,294 shares; 2024Q4: 247,084 shares; 2025Q1: 209,073 shares; 2025Q2: 210,123 shares 210,123 $46.1M 0.59% +1,050 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: 336,537 shares; 2024Q4: 348,332 shares; 2025Q1: 325,757 shares; 2025Q2: 334,083 shares 334,083 $45.4M 0.58% +8,326 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,920 shares; 2024Q4: 463,837 shares; 2025Q1: 547,773 shares; 2025Q2: 595,233 shares 595,233 $45.1M 0.57% +47,460 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,143 shares; 2024Q4: 170,928 shares; 2025Q1: 198,072 shares; 2025Q2: 201,424 shares 201,424 $44.9M 0.57% +3,352 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,235 shares; 2024Q4: 402,972 shares; 2025Q1: 471,417 shares; 2025Q2: 478,957 shares 478,957 $42.8M 0.55% +7,540 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,004 shares; 2024Q4: 149,536 shares; 2025Q1: 174,198 shares; 2025Q2: 175,619 shares 175,619 $42.7M 0.54% +1,421 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: 992,944 shares; 2024Q4: 1,184,278 shares; 2025Q1: 1,025,148 shares; 2025Q2: 490,897 shares 490,897 $42.6M 0.54% -534,251 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: 302,504 shares; 2024Q4: 306,725 shares; 2025Q1: 338,842 shares; 2025Q2: 344,599 shares 344,599 $41.2M 0.52% +5,757 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,172 shares; 2024Q4: 102,303 shares; 2025Q1: 121,462 shares; 2025Q2: 125,455 shares 125,455 $40.2M 0.51% +3,993 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 5,088 shares; 2025Q1: 4,676 shares; 2025Q2: 199,875 shares 199,875 $40.1M 0.51% +195,199 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,245 shares; 2024Q4: 292,431 shares; 2025Q1: 698,764 shares; 2025Q2: 797,860 shares 797,860 $39.9M 0.51% +99,096 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,530 shares; 2024Q4: 74,274 shares; 2025Q1: 89,765 shares; 2025Q2: 92,223 shares 92,223 $38.8M 0.49% +2,458 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: 44,697 shares; 2024Q4: 49,297 shares; 2025Q1: 50,969 shares; 2025Q2: 52,036 shares 52,036 $38.4M 0.49% +1,067 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 342,214 shares 342,214 $38.3M 0.49% new 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: 381,749 shares; 2024Q4: 391,450 shares; 2025Q1: 444,627 shares; 2025Q2: 474,255 shares 474,255 $37.5M 0.48% +29,628 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: 140,556 shares; 2024Q4: 147,225 shares; 2025Q1: 125,464 shares; 2025Q2: 129,469 shares 129,469 $37.5M 0.48% +4,005 Timeline FIXT TCW ETF TRUST More: the full row for TCW ETF TRUST 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: 971,211 shares 971,211 $37.1M 0.47% new 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: 161,655 shares; 2024Q4: 157,678 shares; 2025Q1: 230,801 shares; 2025Q2: 231,729 shares 231,729 $36.1M 0.46% +928 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,805 shares; 2024Q4: 419,832 shares; 2025Q1: 501,976 shares; 2025Q2: 517,912 shares 517,912 $34.9M 0.44% +15,936 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: 570,551 shares; 2024Q4: 587,605 shares; 2025Q1: 599,977 shares; 2025Q2: 584,672 shares 584,672 $33.3M 0.42% -15,305 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: 291,122 shares; 2024Q4: 309,245 shares; 2025Q1: 322,489 shares; 2025Q2: 436,328 shares 436,328 $33.1M 0.42% +113,839 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: 856,099 shares; 2024Q4: 888,041 shares; 2025Q1: 1,503,329 shares; 2025Q2: 1,562,239 shares 1,562,239 $33.1M 0.42% +58,910 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,672 shares; 2024Q4: 114,861 shares; 2025Q1: 135,003 shares; 2025Q2: 137,449 shares 137,449 $33M 0.42% +2,446 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,298 shares; 2024Q4: 640,279 shares; 2025Q1: 748,101 shares; 2025Q2: 813,532 shares 813,532 $32.1M 0.41% +65,431 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: 92,145 shares; 2024Q4: 96,780 shares; 2025Q1: 103,025 shares; 2025Q2: 104,833 shares 104,833 $30.9M 0.39% +1,808 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: 149,253 shares; 2024Q4: 157,548 shares; 2025Q1: 179,580 shares; 2025Q2: 183,932 shares 183,932 $30.2M 0.39% +4,352 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: 47,296 shares; 2024Q4: 50,076 shares; 2025Q1: 51,173 shares; 2025Q2: 54,566 shares 54,566 $30.1M 0.38% +3,393 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,385 shares; 2024Q4: 30,602 shares; 2025Q1: 36,378 shares; 2025Q2: 37,643 shares 37,643 $29.9M 0.38% +1,265 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: 83,796 shares; 2024Q4: 88,704 shares; 2025Q1: 101,195 shares; 2025Q2: 103,550 shares 103,550 $29.4M 0.37% +2,355 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: 72,890 shares; 2024Q4: 76,661 shares; 2025Q1: 78,024 shares; 2025Q2: 80,649 shares 80,649 $28.6M 0.36% +2,625 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: 127,654 shares; 2024Q4: 129,514 shares; 2025Q1: 151,291 shares; 2025Q2: 157,929 shares 157,929 $28.5M 0.36% +6,638 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: 46,591 shares; 2024Q4: 47,033 shares; 2025Q1: 45,530 shares; 2025Q2: 44,708 shares 44,708 $27.8M 0.35% -822 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339,212 shares 339,212 $25.6M 0.33% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,148 shares; 2024Q4: 19,717 shares; 2025Q1: 19,730 shares; 2025Q2: 187,705 shares 187,705 $25.5M 0.32% +167,975 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,002 shares; 2024Q4: 93,080 shares; 2025Q1: 95,436 shares; 2025Q2: 88,313 shares 88,313 $24.9M 0.32% -7,123 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: 154,060 shares; 2024Q4: 163,726 shares; 2025Q1: 142,716 shares; 2025Q2: 140,153 shares 140,153 $24.7M 0.31% -2,563 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: 1,861,963 shares; 2024Q4: 1,985,824 shares; 2025Q1: 2,247,395 shares; 2025Q2: 1,017,515 shares 1,017,515 $24.2M 0.31% -1,229,880 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: 336,786 shares; 2024Q4: 332,591 shares; 2025Q1: 326,326 shares; 2025Q2: 367,052 shares 367,052 $23M 0.29% +40,726 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: 506,839 shares; 2025Q2: 381,878 shares 381,878 $23M 0.29% -124,961 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,892 shares; 2024Q4: 502,811 shares; 2025Q1: 478,177 shares; 2025Q2: 502,705 shares 502,705 $22.5M 0.29% +24,528 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,288 shares; 2024Q4: 96,138 shares; 2025Q1: 94,103 shares; 2025Q2: 94,122 shares 94,122 $22.4M 0.29% +19 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: 47,089 shares; 2024Q4: 35,070 shares; 2025Q1: 44,384 shares; 2025Q2: 273,908 shares 273,908 $22.2M 0.28% +229,524 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: 284,464 shares; 2024Q4: 284,936 shares; 2025Q1: 308,385 shares; 2025Q2: 319,263 shares 319,263 $22.2M 0.28% +10,878 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: 62,566 shares; 2024Q4: 68,097 shares; 2025Q1: 91,951 shares; 2025Q2: 87,299 shares 87,299 $22.1M 0.28% -4,652 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: 123,192 shares; 2024Q4: 124,933 shares; 2025Q1: 122,336 shares; 2025Q2: 123,055 shares 123,055 $21.8M 0.28% +719 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: 104,758 shares; 2024Q4: 103,757 shares; 2025Q1: 118,476 shares; 2025Q2: 124,945 shares 124,945 $21.5M 0.27% +6,469 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: 92,601 shares; 2024Q4: 92,319 shares; 2025Q1: 94,447 shares; 2025Q2: 97,942 shares 97,942 $21.4M 0.27% +3,495 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: 236,888 shares; 2024Q4: 240,471 shares; 2025Q1: 255,311 shares; 2025Q2: 244,706 shares 244,706 $21.3M 0.27% -10,605 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: 762,735 shares; 2024Q4: 796,887 shares; 2025Q1: 673,066 shares; 2025Q2: 704,543 shares 704,543 $21.2M 0.27% +31,477 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,802 shares; 2024Q4: 57,767 shares; 2025Q1: 68,890 shares; 2025Q2: 70,946 shares 70,946 $20.7M 0.26% +2,056 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: 224,491 shares; 2024Q4: 227,264 shares; 2025Q1: 246,098 shares; 2025Q2: 251,485 shares 251,485 $20.5M 0.26% +5,387 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,432 shares; 2024Q4: 84,618 shares; 2025Q1: 79,603 shares; 2025Q2: 75,639 shares 75,639 $20.4M 0.26% -3,964 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: 65,044 shares; 2024Q4: 62,737 shares; 2025Q1: 62,401 shares; 2025Q2: 65,973 shares 65,973 $20.1M 0.26% +3,572 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: 44,256 shares; 2024Q4: 46,802 shares; 2025Q1: 41,362 shares; 2025Q2: 43,255 shares 43,255 $20M 0.26% +1,893 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: 27,452 shares; 2024Q4: 28,302 shares; 2025Q1: 70,458 shares; 2025Q2: 31,420 shares 31,420 $19.4M 0.25% -39,038 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: 44,414 shares; 2024Q4: 46,335 shares; 2025Q1: 50,956 shares; 2025Q2: 71,019 shares 71,019 $19.4M 0.25% +20,063 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: 121,996 shares; 2024Q4: 125,467 shares; 2025Q1: 123,568 shares; 2025Q2: 125,254 shares 125,254 $19.1M 0.24% +1,686 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: 147,259 shares; 2024Q4: 145,012 shares; 2025Q1: 128,698 shares; 2025Q2: 132,975 shares 132,975 $19M 0.24% +4,277 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: 365,820 shares; 2024Q4: 176,169 shares; 2025Q1: 174,935 shares; 2025Q2: 164,881 shares 164,881 $18.3M 0.23% -10,054 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: 10,587 shares; 2024Q4: 11,324 shares; 2025Q1: 11,588 shares; 2025Q2: 13,641 shares 13,641 $18.3M 0.23% +2,053 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: 237,727 shares; 2024Q4: 221,797 shares; 2025Q1: 245,803 shares; 2025Q2: 245,724 shares 245,724 $18.1M 0.23% -79 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: 53,199 shares; 2024Q4: 59,578 shares; 2025Q1: 61,698 shares; 2025Q2: 63,264 shares 63,264 $17.7M 0.23% +1,566 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,130 shares; 2024Q4: 89,390 shares; 2025Q1: 99,363 shares; 2025Q2: 101,996 shares 101,996 $17.7M 0.22% +2,633 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,971 shares; 2024Q4: 311,884 shares; 2025Q1: 368,920 shares; 2025Q2: 470,078 shares 470,078 $17.4M 0.22% +101,158 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,499 shares; 2024Q4: 443,561 shares; 2025Q1: 484,278 shares; 2025Q2: 542,214 shares 542,214 $17.3M 0.22% +57,936 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,525 shares; 2024Q4: 294,822 shares; 2025Q1: 342,194 shares; 2025Q2: 409,183 shares 409,183 $16.6M 0.21% +66,989 Timeline IBDR 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: 469,451 shares; 2024Q4: 544,666 shares; 2025Q1: 607,240 shares; 2025Q2: 684,433 shares 684,433 $16.6M 0.21% +77,193 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,903 shares; 2024Q4: 192,278 shares; 2025Q1: 309,594 shares; 2025Q2: 486,169 shares 486,169 $16.3M 0.21% +176,575 Timeline IBDS 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: 444,945 shares; 2024Q4: 521,283 shares; 2025Q1: 592,281 shares; 2025Q2: 673,159 shares 673,159 $16.3M 0.21% +80,878 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,663 shares; 2024Q4: 54,417 shares; 2025Q1: 53,779 shares; 2025Q2: 57,595 shares 57,595 $16.1M 0.2% +3,816 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: 31,796 shares; 2024Q4: 33,632 shares; 2025Q1: 33,820 shares; 2025Q2: 40,614 shares 40,614 $15.8M 0.2% +6,794 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,486 shares; 2025Q1: 157,309 shares; 2025Q2: 160,459 shares 160,459 $15.6M 0.2% +3,150 Timeline TLT 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: 26,811 shares; 2024Q4: 28,765 shares; 2025Q1: 116,510 shares; 2025Q2: 174,098 shares 174,098 $15.4M 0.2% +57,588 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: 67,580 shares; 2024Q4: 68,415 shares; 2025Q1: 67,376 shares; 2025Q2: 68,460 shares 68,460 $15.2M 0.19% +1,084 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,037 shares; 2024Q4: 109,133 shares; 2025Q1: 105,886 shares; 2025Q2: 103,644 shares 103,644 $15.1M 0.19% -2,242 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,339 shares; 2024Q4: 86,544 shares; 2025Q1: 97,800 shares; 2025Q2: 100,588 shares 100,588 $14.9M 0.19% +2,788 Timeline IBTJ 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: 20,759 shares; 2024Q4: 21,609 shares; 2025Q1: 659,217 shares; 2025Q2: 664,024 shares 664,024 $14.6M 0.19% +4,807 Timeline HYBB 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: 1,852,092 shares; 2024Q4: 1,773,681 shares; 2025Q1: 1,821,330 shares; 2025Q2: 308,926 shares 308,926 $14.5M 0.18% -1,512,404 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: 73,807 shares; 2024Q4: 73,097 shares; 2025Q1: 71,599 shares; 2025Q2: 73,341 shares 73,341 $14.3M 0.18% +1,742 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: 52,217 shares; 2024Q4: 51,532 shares; 2025Q1: 49,014 shares; 2025Q2: 50,992 shares 50,992 $14.1M 0.18% +1,978 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: 95,400 shares; 2024Q4: 297,524 shares; 2025Q1: 475,255 shares; 2025Q2: 497,433 shares 497,433 $14M 0.18% +22,178 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: 112,590 shares; 2024Q4: 116,433 shares; 2025Q1: 83,824 shares; 2025Q2: 112,846 shares 112,846 $13.9M 0.18% +29,022 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: 14,689 shares; 2024Q4: 14,453 shares; 2025Q1: 15,858 shares; 2025Q2: 24,502 shares 24,502 $13.9M 0.18% +8,644 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,675 shares; 2024Q4: 156,186 shares; 2025Q1: 150,432 shares; 2025Q2: 150,078 shares 150,078 $13.8M 0.18% -354 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: 44,547 shares; 2024Q4: 47,285 shares; 2025Q1: 46,931 shares; 2025Q2: 43,658 shares 43,658 $13.6M 0.17% -3,273 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: not reported; 2024Q4: not reported; 2025Q1: 165,412 shares; 2025Q2: 187,330 shares 187,330 $13.6M 0.17% +21,918 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: 203,918 shares; 2024Q4: 205,891 shares; 2025Q1: 227,412 shares; 2025Q2: 235,457 shares 235,457 $13.6M 0.17% +8,045 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: 33,685 shares; 2024Q4: 34,555 shares; 2025Q1: 29,167 shares; 2025Q2: 27,729 shares 27,729 $13.5M 0.17% -1,438 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: 190,992 shares; 2024Q4: 201,527 shares; 2025Q1: 197,371 shares; 2025Q2: 203,579 shares 203,579 $13.3M 0.17% +6,208 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,305 shares; 2024Q4: 766,581 shares; 2025Q1: 787,811 shares; 2025Q2: 693,069 shares 693,069 $13.1M 0.17% -94,742 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: 96,223 shares; 2024Q4: 84,257 shares; 2025Q1: 87,132 shares; 2025Q2: 131,671 shares 131,671 $13.1M 0.17% +44,539 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: 44,814 shares; 2024Q4: 43,776 shares; 2025Q1: 47,106 shares; 2025Q2: 71,517 shares 71,517 $13M 0.17% +24,411 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,706 shares; 2024Q4: 564,043 shares; 2025Q1: 582,760 shares; 2025Q2: 530,289 shares 530,289 $13M 0.17% -52,471 Timeline FXR 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: 194,295 shares; 2024Q4: 182,079 shares; 2025Q1: 169,472 shares; 2025Q2: 174,212 shares 174,212 $12.9M 0.16% +4,740 Timeline IBDT 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: 373,949 shares; 2024Q4: 389,421 shares; 2025Q1: 413,820 shares; 2025Q2: 506,366 shares 506,366 $12.9M 0.16% +92,546 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,102 shares; 2024Q4: 18,402 shares; 2025Q1: 234,614 shares; 2025Q2: 294,682 shares 294,682 $12.5M 0.16% +60,068 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: 119,863 shares; 2024Q4: 114,837 shares; 2025Q1: 103,008 shares; 2025Q2: 94,320 shares 94,320 $12.5M 0.16% -8,688 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: 13,463 shares; 2024Q4: 15,265 shares; 2025Q1: 14,900 shares; 2025Q2: 15,972 shares 15,972 $12.5M 0.16% +1,072 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: 47,305 shares; 2024Q4: 47,461 shares; 2025Q1: 44,351 shares; 2025Q2: 42,838 shares 42,838 $12.4M 0.16% -1,513 Timeline TDIV 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: 98,489 shares; 2024Q4: 107,541 shares; 2025Q1: 123,703 shares; 2025Q2: 132,965 shares 132,965 $12M 0.15% +9,262 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: 286,198 shares; 2024Q4: 244,547 shares; 2025Q1: 122,805 shares; 2025Q2: 87,245 shares 87,245 $11.9M 0.15% -35,560 Timeline FXO 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: 21,669 shares; 2024Q4: 147,953 shares; 2025Q1: 161,452 shares; 2025Q2: 211,051 shares 211,051 $11.8M 0.15% +49,599 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: 26,751 shares; 2024Q4: 26,892 shares; 2025Q1: 25,450 shares; 2025Q2: 25,023 shares 25,023 $11.7M 0.15% -427 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,044 shares; 2024Q4: 62,892 shares; 2025Q1: 62,567 shares; 2025Q2: 63,272 shares 63,272 $11.5M 0.15% +705 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: 10,321 shares; 2024Q4: 141,663 shares; 2025Q1: 119,752 shares; 2025Q2: 554,502 shares 554,502 $11.5M 0.15% +434,750 ISHARES TR 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: 405,657 shares; 2024Q4: 441,125 shares; 2025Q1: 462,586 shares; 2025Q2: 454,869 shares 454,869 $11.5M 0.15% -7,717 DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,059 shares; 2024Q4: 276,009 shares; 2025Q1: 254,941 shares; 2025Q2: 267,054 shares 267,054 $11.4M 0.14% +12,113 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: 26,660 shares; 2024Q4: 29,312 shares; 2025Q1: 35,109 shares; 2025Q2: 37,269 shares 37,269 $11.4M 0.14% +2,160 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: 41,177 shares; 2024Q4: 48,649 shares; 2025Q1: 54,363 shares; 2025Q2: 64,140 shares 64,140 $11.3M 0.14% +9,777 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: 41,766 shares; 2024Q4: 42,994 shares; 2025Q1: 33,389 shares; 2025Q2: 35,661 shares 35,661 $11.3M 0.14% +2,272 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,723 shares; 2024Q4: 34,584 shares; 2025Q1: 30,920 shares; 2025Q2: 34,564 shares 34,564 $11.3M 0.14% +3,644 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: 43,015 shares; 2024Q4: 43,596 shares; 2025Q1: 39,743 shares; 2025Q2: 38,750 shares 38,750 $11.3M 0.14% -993 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: 29,744 shares; 2024Q4: 62,858 shares; 2025Q1: 43,922 shares; 2025Q2: 54,392 shares 54,392 $11.1M 0.14% +10,470 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,261 shares; 2024Q4: 79,835 shares; 2025Q1: 80,964 shares; 2025Q2: 85,748 shares 85,748 $11.1M 0.14% +4,784 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,347 shares; 2024Q4: 330,329 shares; 2025Q1: 381,141 shares; 2025Q2: 398,486 shares 398,486 $11M 0.14% +17,345 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: 37,685 shares; 2024Q4: 39,431 shares; 2025Q1: 33,326 shares; 2025Q2: 40,823 shares 40,823 $10.9M 0.14% +7,497 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: 179,022 shares; 2024Q4: 197,680 shares; 2025Q1: 251,133 shares; 2025Q2: 306,485 shares 306,485 $10.8M 0.14% +55,352 Timeline PJAN 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: 129,079 shares; 2024Q4: 154,395 shares; 2025Q1: 199,436 shares; 2025Q2: 243,042 shares 243,042 $10.7M 0.14% +43,606 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: 80,803 shares; 2024Q4: 86,067 shares; 2025Q1: 63,061 shares; 2025Q2: 72,505 shares 72,505 $10.6M 0.13% +9,444 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: 118,258 shares; 2024Q4: 115,241 shares; 2025Q1: 115,275 shares; 2025Q2: 115,143 shares 115,143 $10.6M 0.13% -132 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: 397,332 shares; 2024Q4: 423,321 shares; 2025Q1: 355,998 shares; 2025Q2: 351,351 shares 351,351 $10.3M 0.13% -4,647 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: 9,988 shares; 2024Q4: 10,103 shares; 2025Q1: 9,540 shares; 2025Q2: 9,789 shares 9,789 $10.1M 0.13% +249 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: 218,787 shares; 2024Q4: 213,476 shares; 2025Q1: 222,030 shares; 2025Q2: 202,463 shares 202,463 $10M 0.13% -19,567 Timeline FTCB 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: 40,181 shares; 2024Q4: 130,558 shares; 2025Q1: 285,756 shares; 2025Q2: 468,753 shares 468,753 $9.87M 0.13% +182,997 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: 113,529 shares; 2024Q4: 336,090 shares; 2025Q1: 354,604 shares; 2025Q2: 370,442 shares 370,442 $9.82M 0.12% +15,838 Timeline QQXT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,306 shares 98,306 $9.71M 0.12% new 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: 172,917 shares; 2024Q4: 198,083 shares; 2025Q1: 209,406 shares; 2025Q2: 224,622 shares 224,622 $9.66M 0.12% +15,216 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,021 shares; 2024Q4: 230,426 shares; 2025Q1: 241,021 shares; 2025Q2: 193,706 shares 193,706 $9.64M 0.12% -47,315 Timeline IBDU 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: 1,036,057 shares; 2024Q4: 1,257,084 shares; 2025Q1: 396,864 shares; 2025Q2: 408,578 shares 408,578 $9.53M 0.12% +11,714 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,157 shares; 2024Q4: 106,014 shares; 2025Q1: 100,301 shares; 2025Q2: 103,106 shares 103,106 $9.37M 0.12% +2,805 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: 148,583 shares; 2024Q4: 160,105 shares; 2025Q1: 203,187 shares; 2025Q2: 178,161 shares 178,161 $9.33M 0.12% -25,026 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: 37,649 shares; 2024Q4: 39,144 shares; 2025Q1: 28,841 shares; 2025Q2: 29,166 shares 29,166 $9.3M 0.12% +325 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,618 shares; 2024Q4: 42,943 shares; 2025Q1: 46,097 shares; 2025Q2: 61,314 shares 61,314 $9.26M 0.12% +15,217 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: 141,623 shares; 2024Q4: 138,728 shares; 2025Q1: 131,604 shares; 2025Q2: 125,733 shares 125,733 $9.24M 0.12% -5,871 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,165 shares; 2024Q4: 145,312 shares; 2025Q1: 149,394 shares; 2025Q2: 154,392 shares 154,392 $9.12M 0.12% +4,998 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: 31,406 shares; 2024Q4: 31,473 shares; 2025Q1: 16,706 shares; 2025Q2: 17,943 shares 17,943 $9.12M 0.12% +1,237 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,365 shares; 2024Q4: 78,183 shares; 2025Q1: 73,016 shares; 2025Q2: 71,487 shares 71,487 $9.06M 0.12% -1,529 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,755 shares; 2024Q4: 321,195 shares; 2025Q1: 342,263 shares; 2025Q2: 382,468 shares 382,468 $9M 0.11% +40,205 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,207 shares; 2024Q4: 141,056 shares; 2025Q1: 188,722 shares; 2025Q2: 265,893 shares 265,893 $8.89M 0.11% +77,171 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: 134,748 shares; 2024Q4: 130,901 shares; 2025Q1: 126,744 shares; 2025Q2: 126,196 shares 126,196 $8.76M 0.11% -548 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: 36,613 shares; 2024Q4: 36,043 shares; 2025Q1: 33,916 shares; 2025Q2: 32,441 shares 32,441 $8.74M 0.11% -1,475 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,605 shares; 2024Q4: 83,348 shares; 2025Q1: 83,176 shares; 2025Q2: 82,357 shares 82,357 $8.69M 0.11% -819 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,279 shares; 2024Q4: 42,921 shares; 2025Q1: 45,513 shares; 2025Q2: 49,525 shares 49,525 $8.63M 0.11% +4,012 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: 70,421 shares; 2024Q4: 77,775 shares; 2025Q1: 81,983 shares; 2025Q2: 77,376 shares 77,376 $8.4M 0.11% -4,607 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,362 shares; 2024Q4: 38,540 shares; 2025Q1: 38,215 shares; 2025Q2: 40,826 shares 40,826 $8.22M 0.1% +2,611 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: 11,468 shares; 2024Q4: 28,415 shares; 2025Q1: 44,399 shares; 2025Q2: 63,771 shares 63,771 $8.2M 0.1% +19,372 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,024 shares; 2024Q4: 35,283 shares; 2025Q1: 32,400 shares; 2025Q2: 31,361 shares 31,361 $8.09M 0.1% -1,039 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: 106,146 shares; 2024Q4: 116,050 shares; 2025Q1: 112,309 shares; 2025Q2: 112,608 shares 112,608 $8M 0.1% +299 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: 63,747 shares; 2024Q4: 251,775 shares; 2025Q1: 250,894 shares; 2025Q2: 268,635 shares 268,635 $7.85M 0.1% +17,741 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,186 shares; 2024Q4: 42,827 shares; 2025Q1: 39,157 shares; 2025Q2: 37,368 shares 37,368 $7.8M 0.1% -1,789 Timeline JQUA 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: 130,434 shares; 2024Q4: 123,384 shares; 2025Q1: 123,971 shares; 2025Q2: 128,810 shares 128,810 $7.74M 0.1% +4,839 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,098 shares; 2024Q4: 95,058 shares; 2025Q1: 103,200 shares; 2025Q2: 120,846 shares 120,846 $7.59M 0.1% +17,646 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: 82,015 shares; 2024Q4: 85,921 shares; 2025Q1: 72,613 shares; 2025Q2: 68,984 shares 68,984 $7.54M 0.1% -3,629 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: 17,606 shares; 2024Q4: 17,697 shares; 2025Q1: 17,962 shares; 2025Q2: 32,773 shares 32,773 $7.42M 0.09% +14,811 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: 47,549 shares; 2024Q4: 35,531 shares; 2025Q1: 122,795 shares; 2025Q2: 80,250 shares 80,250 $7.36M 0.09% -42,545 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,665 shares; 2024Q4: 74,914 shares; 2025Q1: 35,843 shares; 2025Q2: 106,772 shares 106,772 $7.34M 0.09% +70,929 Timeline NOBL 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: 77,000 shares; 2024Q4: 75,576 shares; 2025Q1: 74,313 shares; 2025Q2: 72,867 shares 72,867 $7.34M 0.09% -1,446 Timeline JNK 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: 68,278 shares; 2024Q4: 73,547 shares; 2025Q1: 75,130 shares; 2025Q2: 74,465 shares 74,465 $7.24M 0.09% -665 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,328 shares; 2024Q4: 273,109 shares; 2025Q1: 315,435 shares; 2025Q2: 320,599 shares 320,599 $7.21M 0.09% +5,164 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: 62,048 shares; 2024Q4: 62,731 shares; 2025Q1: 61,824 shares; 2025Q2: 62,705 shares 62,705 $7.16M 0.09% +881 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: 22,296 shares; 2024Q4: 30,252 shares; 2025Q1: 27,106 shares; 2025Q2: 30,653 shares 30,653 $7.14M 0.09% +3,547 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,979 shares; 2024Q4: 21,523 shares; 2025Q1: 23,523 shares; 2025Q2: 23,111 shares 23,111 $7.12M 0.09% -412 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: 215,459 shares; 2024Q4: 214,655 shares; 2025Q1: 74,880 shares; 2025Q2: 78,179 shares 78,179 $7.11M 0.09% +3,299 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,594 shares; 2024Q4: 81,409 shares; 2025Q1: 78,065 shares; 2025Q2: 73,533 shares 73,533 $7.1M 0.09% -4,532 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,539 shares; 2024Q4: 38,208 shares; 2025Q1: 21,509 shares; 2025Q2: 38,688 shares 38,688 $7.08M 0.09% +17,179 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: 32,380 shares; 2024Q4: 33,025 shares; 2025Q1: 25,912 shares; 2025Q2: 30,671 shares 30,671 $7.02M 0.09% +4,759 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,264 shares; 2024Q4: 147,982 shares; 2025Q1: 148,350 shares; 2025Q2: 154,781 shares 154,781 $7M 0.09% +6,431 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,930 shares; 2024Q4: 117,757 shares; 2025Q1: 109,962 shares; 2025Q2: 108,377 shares 108,377 $6.98M 0.09% -1,585 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,277 shares; 2024Q4: 34,703 shares; 2025Q1: 32,475 shares; 2025Q2: 29,875 shares 29,875 $6.97M 0.09% -2,600 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,349 shares; 2024Q4: 23,815 shares; 2025Q1: 24,710 shares; 2025Q2: 30,478 shares 30,478 $6.93M 0.09% +5,768 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: 49,239 shares; 2024Q4: 86,466 shares; 2025Q1: 104,304 shares; 2025Q2: 120,950 shares 120,950 $6.88M 0.09% +16,646 Timeline IBDV 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: 203,113 shares; 2024Q4: 226,011 shares; 2025Q1: 1,288,957 shares; 2025Q2: 304,611 shares 304,611 $6.7M 0.09% -984,346 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,783 shares; 2024Q4: 93,492 shares; 2025Q1: 86,985 shares; 2025Q2: 59,950 shares 59,950 $6.65M 0.08% -27,035 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: 124,710 shares; 2024Q4: 117,857 shares; 2025Q1: 112,007 shares; 2025Q2: 87,678 shares 87,678 $6.63M 0.08% -24,329 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: 34,003 shares; 2024Q4: 31,700 shares; 2025Q1: 31,287 shares; 2025Q2: 62,915 shares 62,915 $6.57M 0.08% +31,628 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: 104,238 shares; 2024Q4: 242,934 shares; 2025Q1: 283,321 shares; 2025Q2: 260,893 shares 260,893 $6.53M 0.08% -22,428 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,830 shares; 2024Q4: 83,336 shares; 2025Q1: 78,188 shares; 2025Q2: 75,490 shares 75,490 $6.49M 0.08% -2,698 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,318 shares; 2025Q1: 1,467 shares; 2025Q2: 1,736 shares 1,736 $6.44M 0.08% +269 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: 26,469 shares; 2024Q4: 33,042 shares; 2025Q1: 33,177 shares; 2025Q2: 29,348 shares 29,348 $6.38M 0.08% -3,829 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,776 shares; 2024Q4: 66,217 shares; 2025Q1: 71,884 shares; 2025Q2: 76,975 shares 76,975 $6.37M 0.08% +5,091 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,079 shares; 2024Q4: 155,004 shares; 2025Q1: 145,418 shares; 2025Q2: 141,727 shares 141,727 $6.35M 0.08% -3,691 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,132 shares; 2024Q4: 40,943 shares; 2025Q1: 65,224 shares; 2025Q2: 80,780 shares 80,780 $6.35M 0.08% +15,556 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,013 shares; 2024Q4: 111,792 shares; 2025Q1: 93,825 shares; 2025Q2: 90,487 shares 90,487 $6.28M 0.08% -3,338 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: 149,314 shares; 2024Q4: 155,360 shares; 2025Q1: 155,689 shares; 2025Q2: 173,459 shares 173,459 $6.19M 0.08% +17,770 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,147 shares; 2024Q4: 36,360 shares; 2025Q1: 31,134 shares; 2025Q2: 32,822 shares 32,822 $6.19M 0.08% +1,688 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: 92,874 shares; 2024Q4: 99,146 shares; 2025Q1: 70,974 shares; 2025Q2: 75,240 shares 75,240 $6.14M 0.08% +4,266 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,783 shares; 2025Q1: 2,322 shares; 2025Q2: 58,109 shares 58,109 $6.13M 0.08% +55,787 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,047 shares; 2024Q4: 249,128 shares; 2025Q1: 179,890 shares; 2025Q2: 191,600 shares 191,600 $6.09M 0.08% +11,710 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,184 shares; 2024Q4: 166,864 shares; 2025Q1: 174,299 shares; 2025Q2: 226,671 shares 226,671 $6.05M 0.08% +52,372 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: 3,250 shares; 2024Q4: 2,802 shares; 2025Q1: 3,359 shares; 2025Q2: 7,547 shares 7,547 $6.05M 0.08% +4,188 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: 15,403 shares; 2024Q4: 18,111 shares; 2025Q1: 20,865 shares; 2025Q2: 23,459 shares 23,459 $6.04M 0.08% +2,594 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,597 shares; 2024Q4: 98,268 shares; 2025Q1: 99,720 shares; 2025Q2: 106,968 shares 106,968 $6M 0.08% +7,248 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,368 shares; 2024Q4: 63,894 shares; 2025Q1: 60,688 shares; 2025Q2: 49,968 shares 49,968 $6M 0.08% -10,720 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,203 shares; 2024Q4: 30,888 shares; 2025Q1: 55,782 shares; 2025Q2: 51,629 shares 51,629 $5.91M 0.08% -4,153 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,520 shares; 2024Q4: 160,036 shares; 2025Q1: 141,032 shares; 2025Q2: 218,142 shares 218,142 $5.87M 0.07% +77,110 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,506 shares; 2024Q4: 34,068 shares; 2025Q1: 47,352 shares; 2025Q2: 62,298 shares 62,298 $5.81M 0.07% +14,946 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: 10,171 shares; 2024Q4: 13,613 shares; 2025Q1: 15,173 shares; 2025Q2: 16,276 shares 16,276 $5.81M 0.07% +1,103 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: 45,944 shares; 2024Q4: 43,469 shares; 2025Q1: 38,611 shares; 2025Q2: 39,246 shares 39,246 $5.79M 0.07% +635 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,104 shares; 2024Q4: 138,791 shares; 2025Q1: 118,109 shares; 2025Q2: 113,968 shares 113,968 $5.78M 0.07% -4,141 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: 41,692 shares; 2024Q4: 69,529 shares; 2025Q1: 45,626 shares; 2025Q2: 48,778 shares 48,778 $5.76M 0.07% +3,152 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,035 shares; 2024Q4: 73,925 shares; 2025Q1: 78,693 shares; 2025Q2: 78,434 shares 78,434 $5.74M 0.07% -259 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,039 shares; 2024Q4: 45,000 shares; 2025Q1: 44,844 shares; 2025Q2: 47,250 shares 47,250 $5.74M 0.07% +2,406 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: 31,180 shares; 2024Q4: 34,216 shares; 2025Q1: 37,468 shares; 2025Q2: 42,471 shares 42,471 $5.66M 0.07% +5,003 Timeline FTGS 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: 54,363 shares; 2024Q4: 113,520 shares; 2025Q1: 108,189 shares; 2025Q2: 165,244 shares 165,244 $5.65M 0.07% +57,055 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: 16,454 shares; 2024Q4: 23,036 shares; 2025Q1: 26,846 shares; 2025Q2: 27,564 shares 27,564 $5.64M 0.07% +718 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 6,473 shares; 2025Q1: 8,119 shares; 2025Q2: 12,592 shares 12,592 $5.52M 0.07% +4,473 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: not reported; 2024Q4: 38,293 shares; 2025Q1: 4,751 shares; 2025Q2: 5,221 shares 5,221 $5.48M 0.07% +470 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: 23,802 shares; 2024Q4: 23,577 shares; 2025Q1: 20,040 shares; 2025Q2: 83,618 shares 83,618 $5.48M 0.07% +63,578 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,530 shares; 2024Q4: 27,154 shares; 2025Q1: 25,944 shares; 2025Q2: 25,422 shares 25,422 $5.45M 0.07% -522 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,589 shares; 2025Q1: 4,017 shares; 2025Q2: 10,859 shares 10,859 $5.45M 0.07% +6,842 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,148 shares; 2024Q4: 107,928 shares; 2025Q1: 111,047 shares; 2025Q2: 113,856 shares 113,856 $5.45M 0.07% +2,809 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,355 shares; 2024Q4: 97,608 shares; 2025Q1: 100,751 shares; 2025Q2: 119,614 shares 119,614 $5.42M 0.07% +18,863 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: 25,529 shares; 2024Q4: 27,569 shares; 2025Q1: 22,627 shares; 2025Q2: 23,472 shares 23,472 $5.4M 0.07% +845 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,396 shares; 2024Q4: 53,997 shares; 2025Q1: 57,387 shares; 2025Q2: 150,754 shares 150,754 $5.4M 0.07% +93,367 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,575 shares; 2024Q4: 280,579 shares; 2025Q1: 277,841 shares; 2025Q2: 267,764 shares 267,764 $5.38M 0.07% -10,077 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: 48,124 shares; 2024Q4: 46,280 shares; 2025Q1: 46,013 shares; 2025Q2: 22,690 shares 22,690 $5.38M 0.07% -23,323 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: 108,148 shares; 2024Q4: 105,329 shares; 2025Q1: 92,364 shares; 2025Q2: 113,448 shares 113,448 $5.37M 0.07% +21,084 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,817 shares; 2024Q4: 128,577 shares; 2025Q1: 100,232 shares; 2025Q2: 121,401 shares 121,401 $5.33M 0.07% +21,169 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,927 shares; 2024Q4: 114,360 shares; 2025Q1: 118,438 shares; 2025Q2: 132,587 shares 132,587 $5.31M 0.07% +14,149 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,721 shares; 2024Q4: 66,740 shares; 2025Q1: 89,784 shares; 2025Q2: 63,916 shares 63,916 $5.27M 0.07% -25,868 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,784 shares; 2024Q4: 79,064 shares; 2025Q1: 89,768 shares; 2025Q2: 106,401 shares 106,401 $5.24M 0.07% +16,633 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,235 shares; 2024Q4: 115,907 shares; 2025Q1: 116,317 shares; 2025Q2: 112,044 shares 112,044 $5.19M 0.07% -4,273 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: 93,563 shares; 2024Q4: 89,237 shares; 2025Q1: 85,291 shares; 2025Q2: 73,294 shares 73,294 $5.19M 0.07% -11,997 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,387 shares; 2024Q4: 72,789 shares; 2025Q1: 82,160 shares; 2025Q2: 79,068 shares 79,068 $5.18M 0.07% -3,092 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,993 shares; 2024Q4: 70,892 shares; 2025Q1: 86,252 shares; 2025Q2: 85,993 shares 85,993 $5.15M 0.07% -259 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: 21,570 shares; 2024Q4: 22,216 shares; 2025Q1: 22,598 shares; 2025Q2: 23,364 shares 23,364 $5.11M 0.07% +766 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,475 shares; 2024Q4: 91,233 shares; 2025Q1: 98,835 shares; 2025Q2: 30,583 shares 30,583 $5.08M 0.06% -68,252 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: 45,524 shares; 2024Q4: 43,182 shares; 2025Q1: 41,472 shares; 2025Q2: 43,941 shares 43,941 $5.07M 0.06% +2,469 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,677 shares; 2024Q4: 199,266 shares; 2025Q1: 205,012 shares; 2025Q2: 211,976 shares 211,976 $5.05M 0.06% +6,964 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,005 shares; 2024Q4: 73,689 shares; 2025Q1: 72,775 shares; 2025Q2: 71,400 shares 71,400 $5.05M 0.06% -1,375 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: 7,585 shares; 2024Q4: 8,020 shares; 2025Q1: 6,597 shares; 2025Q2: 7,094 shares 7,094 $5.02M 0.06% +497 Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,466 shares; 2024Q4: 266,105 shares; 2025Q1: 266,242 shares; 2025Q2: 230,054 shares 230,054 $4.97M 0.06% -36,188 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,302 shares; 2024Q4: 129,258 shares; 2025Q1: 191,868 shares; 2025Q2: 201,595 shares 201,595 $4.94M 0.06% +9,727 VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,536 shares; 2024Q4: 90,316 shares; 2025Q1: 90,451 shares; 2025Q2: 100,592 shares 100,592 $4.93M 0.06% +10,141 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,491 shares; 2024Q4: 47,774 shares; 2025Q1: 39,474 shares; 2025Q2: 40,403 shares 40,403 $4.91M 0.06% +929 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,588 shares; 2024Q4: 61,554 shares; 2025Q1: 61,984 shares; 2025Q2: 67,000 shares 67,000 $4.9M 0.06% +5,016 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,362 shares; 2024Q4: 53,104 shares; 2025Q1: 103,632 shares; 2025Q2: 129,942 shares 129,942 $4.87M 0.06% +26,310 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: 43,072 shares; 2024Q4: 46,804 shares; 2025Q1: 35,328 shares; 2025Q2: 36,059 shares 36,059 $4.81M 0.06% +731 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,059 shares; 2024Q4: 64,297 shares; 2025Q1: 53,934 shares; 2025Q2: 50,681 shares 50,681 $4.75M 0.06% -3,253 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: 48,029 shares; 2024Q4: 34,911 shares; 2025Q1: 27,195 shares; 2025Q2: 33,421 shares 33,421 $4.74M 0.06% +6,226 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: 14,088 shares; 2024Q4: 14,372 shares; 2025Q1: 11,709 shares; 2025Q2: 11,668 shares 11,668 $4.73M 0.06% -41 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 2,888 shares; 2025Q1: 2,998 shares; 2025Q2: 51,970 shares 51,970 $4.68M 0.06% +48,972 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: 179,344 shares; 2024Q4: 181,410 shares; 2025Q1: 56,297 shares; 2025Q2: 55,003 shares 55,003 $4.66M 0.06% -1,294 Timeline FBT 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: 21,201 shares; 2024Q4: 23,087 shares; 2025Q1: 20,504 shares; 2025Q2: 28,808 shares 28,808 $4.65M 0.06% +8,304 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: 74,624 shares; 2024Q4: 79,482 shares; 2025Q1: 79,671 shares; 2025Q2: 77,446 shares 77,446 $4.63M 0.06% -2,225 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,324 shares; 2024Q4: 29,550 shares; 2025Q1: 31,418 shares; 2025Q2: 36,076 shares 36,076 $4.6M 0.06% +4,658 Timeline IQLT 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: 119,227 shares; 2024Q4: 115,328 shares; 2025Q1: 105,273 shares; 2025Q2: 106,351 shares 106,351 $4.6M 0.06% +1,078 Timeline IBDW 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: 188,558 shares; 2024Q4: 195,761 shares; 2025Q1: 205,149 shares; 2025Q2: 217,558 shares 217,558 $4.58M 0.06% +12,409 Timeline IBDX 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: 176,218 shares; 2024Q4: 182,200 shares; 2025Q1: 190,484 shares; 2025Q2: 180,505 shares 180,505 $4.56M 0.06% -9,979 Timeline IBDY 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: 153,327 shares; 2024Q4: 158,174 shares; 2025Q1: 166,648 shares; 2025Q2: 176,136 shares 176,136 $4.56M 0.06% +9,488 Timeline IBDZ 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: not reported; 2024Q4: 152,472 shares; 2025Q1: 183,791 shares; 2025Q2: 174,169 shares 174,169 $4.55M 0.06% -9,622 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: 13,673 shares; 2024Q4: 12,913 shares; 2025Q1: 5,388 shares; 2025Q2: 8,319 shares 8,319 $4.52M 0.06% +2,931 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,871 shares; 2024Q4: 56,075 shares; 2025Q1: 54,992 shares; 2025Q2: 64,635 shares 64,635 $4.52M 0.06% +9,643 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: 73,272 shares; 2024Q4: 74,459 shares; 2025Q1: 73,752 shares; 2025Q2: 21,001 shares 21,001 $4.47M 0.06% -52,751 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: 59,111 shares; 2024Q4: 61,977 shares; 2025Q1: 71,675 shares; 2025Q2: 82,028 shares 82,028 $4.46M 0.06% +10,353 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: 6,668 shares; 2024Q4: 7,379 shares; 2025Q1: 8,206 shares; 2025Q2: 9,634 shares 9,634 $4.29M 0.05% +1,428 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: 126,483 shares; 2024Q4: 140,879 shares; 2025Q1: 150,166 shares; 2025Q2: 157,011 shares 157,011 $4.28M 0.05% +6,845 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,930 shares; 2024Q4: 21,766 shares; 2025Q1: 21,643 shares; 2025Q2: 33,177 shares 33,177 $4.27M 0.05% +11,534 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,339 shares; 2024Q4: 73,535 shares; 2025Q1: 115,816 shares; 2025Q2: 146,366 shares 146,366 $4.22M 0.05% +30,550 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: 9,360 shares; 2024Q4: 10,446 shares; 2025Q1: 10,720 shares; 2025Q2: 9,439 shares 9,439 $4.13M 0.05% -1,281 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,929 shares; 2024Q4: 6,789 shares; 2025Q1: 9,201 shares; 2025Q2: 19,388 shares 19,388 $4.13M 0.05% +10,187 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,025 shares; 2024Q4: 19,220 shares; 2025Q1: 18,077 shares; 2025Q2: 29,532 shares 29,532 $4.11M 0.05% +11,455 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: 495,185 shares; 2024Q4: 514,998 shares; 2025Q1: 520,078 shares; 2025Q2: 69,656 shares 69,656 $4.09M 0.05% -450,422 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 70,906 shares; 2025Q2: 140,006 shares 140,006 $4.09M 0.05% +69,100 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: 13,864 shares; 2024Q4: 13,525 shares; 2025Q1: 23,077 shares; 2025Q2: 19,466 shares 19,466 $4.08M 0.05% -3,611 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 7,769 shares; 2025Q1: 7,757 shares; 2025Q2: 15,619 shares 15,619 $4.07M 0.05% +7,862 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: 59,451 shares; 2024Q4: 57,811 shares; 2025Q1: 46,884 shares; 2025Q2: 46,067 shares 46,067 $4.05M 0.05% -817 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,811 shares; 2024Q4: 150,525 shares; 2025Q1: 178,991 shares; 2025Q2: 39,847 shares 39,847 $4.02M 0.05% -139,144 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: 29,222 shares; 2024Q4: 29,958 shares; 2025Q1: 29,547 shares; 2025Q2: 32,412 shares 32,412 $4.02M 0.05% +2,865 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: 11,687 shares; 2024Q4: 12,043 shares; 2025Q1: 10,874 shares; 2025Q2: 11,402 shares 11,402 $4M 0.05% +528 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,957 shares; 2024Q4: 28,688 shares; 2025Q1: 31,547 shares; 2025Q2: 54,889 shares 54,889 $3.95M 0.05% +23,342 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 5,672 shares; 2025Q1: 5,314 shares; 2025Q2: 5,127 shares 5,127 $3.93M 0.05% -187 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,150 shares; 2024Q4: 38,201 shares; 2025Q1: 57,769 shares; 2025Q2: 36,080 shares 36,080 $3.9M 0.05% -21,689 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,791 shares; 2024Q4: 104,392 shares; 2025Q1: 68,921 shares; 2025Q2: 69,713 shares 69,713 $3.84M 0.05% +792 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: 46,652 shares; 2024Q4: 29,534 shares; 2025Q1: 35,452 shares; 2025Q2: 28,478 shares 28,478 $3.84M 0.05% -6,974 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,816 shares; 2024Q4: 83,441 shares; 2025Q1: 88,300 shares; 2025Q2: 56,870 shares 56,870 $3.82M 0.05% -31,430 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,839 shares; 2024Q4: 139,077 shares; 2025Q1: 157,046 shares; 2025Q2: 145,255 shares 145,255 $3.77M 0.05% -11,791 Timeline IXUS 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: 31,780 shares; 2024Q4: 36,065 shares; 2025Q1: 41,072 shares; 2025Q2: 48,675 shares 48,675 $3.76M 0.05% +7,603 Timeline FIIG 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: 65,097 shares; 2024Q4: 94,488 shares; 2025Q1: 133,413 shares; 2025Q2: 178,145 shares 178,145 $3.74M 0.05% +44,732 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: 11,175 shares; 2024Q4: 13,514 shares; 2025Q1: 15,431 shares; 2025Q2: 14,813 shares 14,813 $3.72M 0.05% -618 Timeline NXTG 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: 52,628 shares; 2024Q4: 49,388 shares; 2025Q1: 43,566 shares; 2025Q2: 38,192 shares 38,192 $3.72M 0.05% -5,374 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 3,397 shares; 2025Q1: 3,310 shares; 2025Q2: 3,568 shares 3,568 $3.71M 0.05% +258 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: 44,573 shares; 2024Q4: 43,371 shares; 2025Q1: 40,244 shares; 2025Q2: 46,979 shares 46,979 $3.7M 0.05% +6,735 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: 30,072 shares; 2024Q4: 32,839 shares; 2025Q1: 29,447 shares; 2025Q2: 30,878 shares 30,878 $3.68M 0.05% +1,431 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: 22,872 shares; 2024Q4: 25,658 shares; 2025Q1: 25,380 shares; 2025Q2: 26,110 shares 26,110 $3.68M 0.05% +730 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,444 shares; 2024Q4: 16,934 shares; 2025Q1: 17,759 shares; 2025Q2: 40,662 shares 40,662 $3.66M 0.05% +22,903 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,615 shares; 2025Q1: 1,661 shares; 2025Q2: 11,725 shares 11,725 $3.65M 0.05% +10,064 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,712 shares; 2025Q1: 4,750 shares; 2025Q2: 4,846 shares 4,846 $3.65M 0.05% +96 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $3.64M 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,043 shares; 2024Q4: 16,925 shares; 2025Q1: 15,846 shares; 2025Q2: 19,469 shares 19,469 $3.63M 0.05% +3,623 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,954 shares; 2024Q4: 38,823 shares; 2025Q1: 41,823 shares; 2025Q2: 68,609 shares 68,609 $3.61M 0.05% +26,786 Timeline MLN 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: not reported; 2024Q4: 143,097 shares; 2025Q1: 196,803 shares; 2025Q2: 211,338 shares 211,338 $3.57M 0.05% +14,535 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,059 shares; 2024Q4: 28,872 shares; 2025Q1: 38,141 shares; 2025Q2: 53,779 shares 53,779 $3.56M 0.05% +15,638 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: 14,868 shares; 2024Q4: 15,079 shares; 2025Q1: 18,931 shares; 2025Q2: 19,360 shares 19,360 $3.54M 0.05% +429 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,124 shares; 2024Q4: 142,268 shares; 2025Q1: 107,743 shares; 2025Q2: 109,829 shares 109,829 $3.51M 0.04% +2,086 Timeline ROBT 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: 69,125 shares; 2024Q4: 60,946 shares; 2025Q1: 48,644 shares; 2025Q2: 72,523 shares 72,523 $3.5M 0.04% +23,879 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: 7,068 shares; 2024Q4: 11,009 shares; 2025Q1: 8,821 shares; 2025Q2: 14,655 shares 14,655 $3.5M 0.04% +5,834 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: 9,135 shares; 2024Q4: 10,137 shares; 2025Q1: 10,469 shares; 2025Q2: 8,971 shares 8,971 $3.47M 0.04% -1,498 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,556 shares; 2024Q4: 84,463 shares; 2025Q1: 81,644 shares; 2025Q2: 82,255 shares 82,255 $3.44M 0.04% +611 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: 9,176 shares; 2024Q4: 9,189 shares; 2025Q1: 8,790 shares; 2025Q2: 31,032 shares 31,032 $3.42M 0.04% +22,242 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 5,989 shares; 2025Q1: 2,445 shares; 2025Q2: 4,647 shares 4,647 $3.41M 0.04% +2,202 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,723 shares; 2024Q4: 41,962 shares; 2025Q1: 2,871 shares; 2025Q2: 35,311 shares 35,311 $3.39M 0.04% +32,440 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: 57,459 shares; 2024Q4: 46,729 shares; 2025Q1: 37,021 shares; 2025Q2: 42,259 shares 42,259 $3.39M 0.04% +5,238 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,768 shares; 2024Q4: 10,481 shares; 2025Q1: 10,630 shares; 2025Q2: 11,427 shares 11,427 $3.35M 0.04% +797 Timeline FSIG 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: 107,049 shares; 2024Q4: 128,072 shares; 2025Q1: 140,139 shares; 2025Q2: 172,489 shares 172,489 $3.3M 0.04% +32,350 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,447 shares; 2024Q4: 17,871 shares; 2025Q1: 18,386 shares; 2025Q2: 19,031 shares 19,031 $3.29M 0.04% +645 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: 11,622 shares; 2024Q4: 10,569 shares; 2025Q1: 10,485 shares; 2025Q2: 18,972 shares 18,972 $3.27M 0.04% +8,487 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,024 shares; 2024Q4: 42,741 shares; 2025Q1: 38,823 shares; 2025Q2: 30,823 shares 30,823 $3.24M 0.04% -8,000 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: 5,210 shares; 2024Q4: 4,119 shares; 2025Q1: 4,117 shares; 2025Q2: 6,309 shares 6,309 $3.21M 0.04% +2,192 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,629 shares 69,629 $3.19M 0.04% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,136 shares; 2024Q4: 46,178 shares; 2025Q1: 50,687 shares; 2025Q2: 28,913 shares 28,913 $3.18M 0.04% -21,774 Timeline FMF 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: 17,253 shares; 2024Q4: 29,783 shares; 2025Q1: 47,163 shares; 2025Q2: 70,037 shares 70,037 $3.17M 0.04% +22,874 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: 41,077 shares; 2024Q4: 45,304 shares; 2025Q1: 47,015 shares; 2025Q2: 49,358 shares 49,358 $3.16M 0.04% +2,343 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,118 shares; 2024Q4: 55,811 shares; 2025Q1: 93,763 shares; 2025Q2: 94,833 shares 94,833 $3.16M 0.04% +1,070 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: 47,176 shares; 2024Q4: 50,457 shares; 2025Q1: 52,468 shares; 2025Q2: 56,088 shares 56,088 $3.14M 0.04% +3,620 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: 13,496 shares; 2024Q4: 15,322 shares; 2025Q1: 15,108 shares; 2025Q2: 15,834 shares 15,834 $3.13M 0.04% +726 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,719 shares; 2024Q4: 51,675 shares; 2025Q1: 58,115 shares; 2025Q2: 61,606 shares 61,606 $3.09M 0.04% +3,491 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,499 shares; 2025Q1: 1,377 shares; 2025Q2: 3,433 shares 3,433 $3.08M 0.04% +2,056 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,882 shares; 2024Q4: 54,474 shares; 2025Q1: 51,236 shares; 2025Q2: 54,466 shares 54,466 $3.06M 0.04% +3,230 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,594 shares; 2024Q4: 56,031 shares; 2025Q1: 36,716 shares; 2025Q2: 26,484 shares 26,484 $3.04M 0.04% -10,232 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 7,199 shares; 2025Q1: 5,074 shares; 2025Q2: 9,416 shares 9,416 $3.04M 0.04% +4,342 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,460 shares; 2024Q4: 24,758 shares; 2025Q1: 24,350 shares; 2025Q2: 30,702 shares 30,702 $3.03M 0.04% +6,352 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: 3,941 shares; 2024Q4: 4,105 shares; 2025Q1: 4,108 shares; 2025Q2: 4,322 shares 4,322 $3.02M 0.04% +214 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,434 shares; 2024Q4: 53,004 shares; 2025Q1: 54,432 shares; 2025Q2: 55,004 shares 55,004 $3M 0.04% +572 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,594 shares; 2024Q4: 64,147 shares; 2025Q1: 58,205 shares; 2025Q2: 66,069 shares 66,069 $2.99M 0.04% +7,864 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: not reported; 2024Q4: 10,669 shares; 2025Q1: 22,102 shares; 2025Q2: 49,453 shares 49,453 $2.97M 0.04% +27,351 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,533 shares; 2024Q4: 390,586 shares; 2025Q1: 405,341 shares; 2025Q2: 425,434 shares 425,434 $2.96M 0.04% +20,093 Timeline AFLG 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: 38,208 shares; 2025Q1: 67,320 shares; 2025Q2: 81,490 shares 81,490 $2.96M 0.04% +14,170 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: 28,094 shares; 2024Q4: 28,595 shares; 2025Q1: 30,243 shares; 2025Q2: 29,314 shares 29,314 $2.95M 0.04% -929 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: 37,615 shares; 2024Q4: 39,992 shares; 2025Q1: 39,515 shares; 2025Q2: 46,968 shares 46,968 $2.91M 0.04% +7,453 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: 50,766 shares; 2024Q4: 48,400 shares; 2025Q1: 47,491 shares; 2025Q2: 49,512 shares 49,512 $2.9M 0.04% +2,021 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: 240,258 shares; 2024Q4: 123,269 shares; 2025Q1: 145,526 shares; 2025Q2: 119,098 shares 119,098 $2.89M 0.04% -26,428 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,399 shares; 2024Q4: 40,146 shares; 2025Q1: 57,376 shares; 2025Q2: 69,943 shares 69,943 $2.87M 0.04% +12,567 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,030 shares 62,030 $2.87M 0.04% new Timeline GTOH INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,872 shares; 2024Q4: 75,508 shares; 2025Q1: 94,436 shares; 2025Q2: 112,197 shares 112,197 $2.87M 0.04% +17,761 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 108,022 shares 108,022 $2.86M 0.04% new 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: 23,641 shares; 2024Q4: 22,827 shares; 2025Q1: 25,094 shares; 2025Q2: 27,209 shares 27,209 $2.86M 0.04% +2,115 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 35,988 shares; 2025Q1: 43,137 shares; 2025Q2: 44,839 shares 44,839 $2.85M 0.04% +1,702 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,649 shares; 2024Q4: 24,300 shares; 2025Q1: 25,322 shares; 2025Q2: 34,995 shares 34,995 $2.85M 0.04% +9,673 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 53,650 shares; 2025Q1: 23,557 shares; 2025Q2: 27,815 shares 27,815 $2.85M 0.04% +4,258 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: 39,809 shares; 2024Q4: 43,364 shares; 2025Q1: 41,810 shares; 2025Q2: 45,426 shares 45,426 $2.85M 0.04% +3,616 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: 9,041 shares; 2024Q4: 8,929 shares; 2025Q1: 8,879 shares; 2025Q2: 9,455 shares 9,455 $2.84M 0.04% +576 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,884 shares; 2024Q4: 42,301 shares; 2025Q1: 73,657 shares; 2025Q2: 56,249 shares 56,249 $2.82M 0.04% -17,408 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,703 shares; 2024Q4: 45,062 shares; 2025Q1: 50,915 shares; 2025Q2: 57,760 shares 57,760 $2.81M 0.04% +6,845 Timeline FTXL 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: 150,656 shares; 2024Q4: 63,071 shares; 2025Q1: 59,359 shares; 2025Q2: 29,124 shares 29,124 $2.79M 0.04% -30,235 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,196 shares; 2024Q4: 20,702 shares; 2025Q1: 18,127 shares; 2025Q2: 19,633 shares 19,633 $2.79M 0.04% +1,506 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: 26,794 shares; 2024Q4: 27,872 shares; 2025Q1: 25,036 shares; 2025Q2: 25,900 shares 25,900 $2.78M 0.04% +864 Timeline FPXI 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: 39,516 shares; 2024Q4: 35,660 shares; 2025Q1: 52,451 shares; 2025Q2: 48,051 shares 48,051 $2.71M 0.03% -4,400 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I 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: 84,552 shares; 2025Q2: 76,319 shares 76,319 $2.71M 0.03% -8,233 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: 54,360 shares; 2024Q4: 52,113 shares; 2025Q1: 52,298 shares; 2025Q2: 51,839 shares 51,839 $2.69M 0.03% -459 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,875 shares; 2024Q4: 34,256 shares; 2025Q1: 36,374 shares; 2025Q2: 32,804 shares 32,804 $2.67M 0.03% -3,570 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,239 shares; 2024Q4: 166,842 shares; 2025Q1: 183,871 shares; 2025Q2: 107,694 shares 107,694 $2.67M 0.03% -76,177 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: 27,548 shares; 2024Q4: 31,768 shares; 2025Q1: 212,503 shares; 2025Q2: 33,400 shares 33,400 $2.66M 0.03% -179,103 Timeline EFV 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: 34,762 shares; 2024Q4: 34,743 shares; 2025Q1: 26,312 shares; 2025Q2: 41,815 shares 41,815 $2.65M 0.03% +15,503 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,202 shares; 2024Q4: 134,991 shares; 2025Q1: 80,254 shares; 2025Q2: 66,492 shares 66,492 $2.65M 0.03% -13,762 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: 4,365 shares; 2024Q4: 19,423 shares; 2025Q1: 16,669 shares; 2025Q2: 22,474 shares 22,474 $2.63M 0.03% +5,805 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: 18,294 shares; 2024Q4: 23,491 shares; 2025Q1: 25,257 shares; 2025Q2: 42,727 shares 42,727 $2.61M 0.03% +17,470 FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,011 shares; 2024Q4: 134,628 shares; 2025Q1: 142,050 shares; 2025Q2: 146,373 shares 146,373 $2.61M 0.03% +4,323 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: 33,983 shares; 2024Q4: 80,139 shares; 2025Q1: 93,086 shares; 2025Q2: 106,542 shares 106,542 $2.6M 0.03% +13,456 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,720 shares; 2024Q4: 14,500 shares; 2025Q1: 15,495 shares; 2025Q2: 54,673 shares 54,673 $2.59M 0.03% +39,178 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 41,115 shares; 2025Q2: 96,264 shares 96,264 $2.59M 0.03% +55,149 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: 8,335 shares; 2024Q4: 9,112 shares; 2025Q1: 12,012 shares; 2025Q2: 11,989 shares 11,989 $2.59M 0.03% -23 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,374 shares; 2025Q1: 11,466 shares; 2025Q2: 140,457 shares 140,457 $2.55M 0.03% +128,991 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,946 shares; 2024Q4: 26,236 shares; 2025Q1: 26,790 shares; 2025Q2: 27,187 shares 27,187 $2.51M 0.03% +397 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,779 shares; 2024Q4: 29,680 shares; 2025Q1: 32,643 shares; 2025Q2: 101,674 shares 101,674 $2.51M 0.03% +69,031 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: 17,463 shares; 2024Q4: 18,298 shares; 2025Q1: 16,434 shares; 2025Q2: 16,718 shares 16,718 $2.5M 0.03% +284 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,122 shares; 2024Q4: 80,398 shares; 2025Q1: 85,470 shares; 2025Q2: 84,772 shares 84,772 $2.47M 0.03% -698 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,744 shares; 2024Q4: 73,160 shares; 2025Q1: 76,397 shares; 2025Q2: 100,152 shares 100,152 $2.47M 0.03% +23,755 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: 18,224 shares; 2024Q4: 17,133 shares; 2025Q1: 17,281 shares; 2025Q2: 16,177 shares 16,177 $2.46M 0.03% -1,104 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 16,687 shares; 2025Q1: 17,639 shares; 2025Q2: 18,637 shares 18,637 $2.45M 0.03% +998 Timeline BNGE 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: 110,233 shares; 2024Q4: 98,530 shares; 2025Q1: 73,743 shares; 2025Q2: 66,260 shares 66,260 $2.44M 0.03% -7,483 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 868 shares; 2025Q1: 1,013 shares; 2025Q2: 1,209 shares 1,209 $2.41M 0.03% +196 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,561 shares; 2024Q4: 19,119 shares; 2025Q1: 22,212 shares; 2025Q2: 26,209 shares 26,209 $2.41M 0.03% +3,997 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: 25,697 shares; 2024Q4: 26,925 shares; 2025Q1: 25,793 shares; 2025Q2: 34,851 shares 34,851 $2.41M 0.03% +9,058 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,890 shares; 2024Q4: 35,198 shares; 2025Q1: 30,793 shares; 2025Q2: 38,738 shares 38,738 $2.38M 0.03% +7,945 CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,248 shares; 2024Q4: 86,313 shares; 2025Q1: 90,107 shares; 2025Q2: 77,114 shares 77,114 $2.36M 0.03% -12,993 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,767 shares; 2024Q4: 32,955 shares; 2025Q1: 32,264 shares; 2025Q2: 44,966 shares 44,966 $2.33M 0.03% +12,702 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: 4,061 shares; 2024Q4: 4,955 shares; 2025Q1: 4,936 shares; 2025Q2: 4,635 shares 4,635 $2.32M 0.03% -301 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: 13,540 shares; 2024Q4: 13,520 shares; 2025Q1: 11,198 shares; 2025Q2: 11,699 shares 11,699 $2.31M 0.03% +501 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: 4,345 shares; 2024Q4: 7,111 shares; 2025Q1: 9,012 shares; 2025Q2: 9,567 shares 9,567 $2.3M 0.03% +555 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: not reported; 2024Q4: 36,025 shares; 2025Q1: not reported; 2025Q2: 53,203 shares 53,203 $2.3M 0.03% new 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: 15,075 shares; 2024Q4: 15,024 shares; 2025Q1: 14,667 shares; 2025Q2: 13,118 shares 13,118 $2.27M 0.03% -1,549 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,145 shares; 2024Q4: 150,966 shares; 2025Q1: 122,537 shares; 2025Q2: 118,157 shares 118,157 $2.25M 0.03% -4,380 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: 92,810 shares; 2024Q4: 89,079 shares; 2025Q1: 80,291 shares; 2025Q2: 77,693 shares 77,693 $2.25M 0.03% -2,598 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,744 shares; 2024Q4: 17,401 shares; 2025Q1: 21,093 shares; 2025Q2: 24,513 shares 24,513 $2.23M 0.03% +3,420 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 782 shares; 2025Q1: 833 shares; 2025Q2: 851 shares 851 $2.22M 0.03% +18 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,904 shares 105,904 $2.22M 0.03% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,822 shares; 2025Q1: 6,757 shares; 2025Q2: 6,724 shares 6,724 $2.21M 0.03% -33 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,221 shares; 2024Q4: 17,069 shares; 2025Q1: 18,962 shares; 2025Q2: 21,857 shares 21,857 $2.2M 0.03% +2,895 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,482 shares; 2024Q4: 15,546 shares; 2025Q1: 16,367 shares; 2025Q2: 16,960 shares 16,960 $2.19M 0.03% +593 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 3,337 shares; 2025Q1: 3,776 shares; 2025Q2: 4,087 shares 4,087 $2.19M 0.03% +311 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,134 shares; 2025Q2: 62,019 shares 62,019 $2.19M 0.03% +51,885 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,327 shares; 2024Q4: 50,232 shares; 2025Q1: 50,598 shares; 2025Q2: 46,275 shares 46,275 $2.18M 0.03% -4,323 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,837 shares; 2024Q4: 28,628 shares; 2025Q1: 32,810 shares; 2025Q2: 31,397 shares 31,397 $2.17M 0.03% -1,413 Timeline IFLN 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: 103,717 shares; 2024Q4: 107,884 shares; 2025Q1: 110,390 shares; 2025Q2: 116,643 shares 116,643 $2.15M 0.03% +6,253 Timeline LGOV 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: 87,564 shares; 2024Q4: 116,067 shares; 2025Q1: 150,899 shares; 2025Q2: 100,296 shares 100,296 $2.15M 0.03% -50,603 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,227 shares; 2024Q4: 24,762 shares; 2025Q1: 25,769 shares; 2025Q2: 28,238 shares 28,238 $2.14M 0.03% +2,469 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: 28,156 shares; 2024Q4: 28,128 shares; 2025Q1: 29,388 shares; 2025Q2: 29,412 shares 29,412 $2.14M 0.03% +24 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,069 shares; 2024Q4: 45,395 shares; 2025Q1: 47,534 shares; 2025Q2: 43,544 shares 43,544 $2.14M 0.03% -3,990 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,966 shares; 2024Q4: 13,638 shares; 2025Q1: 15,749 shares; 2025Q2: 15,719 shares 15,719 $2.11M 0.03% -30 Timeline APTV APTIV PLC More: the full row for APTIV PLC 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: 17,647 shares; 2025Q1: 29,509 shares; 2025Q2: 30,935 shares 30,935 $2.11M 0.03% +1,426 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: 25,755 shares; 2024Q4: 30,043 shares; 2025Q1: 34,486 shares; 2025Q2: 38,160 shares 38,160 $2.11M 0.03% +3,674 Timeline MISL 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: 31,212 shares; 2024Q4: 30,040 shares; 2025Q1: 42,860 shares; 2025Q2: 55,810 shares 55,810 $2.09M 0.03% +12,950 Timeline IBMQ 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: 26,249 shares; 2024Q4: 30,380 shares; 2025Q1: 32,659 shares; 2025Q2: 81,830 shares 81,830 $2.08M 0.03% +49,171 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 3,255 shares; 2025Q1: 3,727 shares; 2025Q2: 4,569 shares 4,569 $2.06M 0.03% +842 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: 2,747 shares; 2024Q4: 2,708 shares; 2025Q1: 2,606 shares; 2025Q2: 2,476 shares 2,476 $2.05M 0.03% -130 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: 3,137 shares; 2024Q4: 1,648 shares; 2025Q1: 1,955 shares; 2025Q2: 3,877 shares 3,877 $2.04M 0.03% +1,922 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: 10,013 shares; 2024Q4: 10,164 shares; 2025Q1: 10,103 shares; 2025Q2: 9,200 shares 9,200 $2.03M 0.03% -903 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 22,699 shares; 2025Q1: 20,438 shares; 2025Q2: 20,688 shares 20,688 $2.03M 0.03% +250 Timeline MBB 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: 56,133 shares; 2024Q4: 28,804 shares; 2025Q1: 57,562 shares; 2025Q2: 21,572 shares 21,572 $2.03M 0.03% -35,990 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,722 shares; 2024Q4: 22,330 shares; 2025Q1: 11,378 shares; 2025Q2: 13,058 shares 13,058 $2.01M 0.03% +1,680 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,469 shares; 2024Q4: 38,043 shares; 2025Q1: 61,378 shares; 2025Q2: 76,292 shares 76,292 $2.01M 0.03% +14,914 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: 493,307 shares; 2024Q4: 412,223 shares; 2025Q1: 38,928 shares; 2025Q2: 37,770 shares 37,770 $1.99M 0.03% -1,158 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,007 shares; 2024Q4: 22,339 shares; 2025Q1: 19,020 shares; 2025Q2: 19,049 shares 19,049 $1.95M 0.02% +29 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,300 shares; 2024Q4: 53,422 shares; 2025Q1: 41,998 shares; 2025Q2: 44,845 shares 44,845 $1.94M 0.02% +2,847 Timeline 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: 23,410 shares; 2024Q4: 21,786 shares; 2025Q1: 21,779 shares; 2025Q2: 44,210 shares 44,210 $1.94M 0.02% +22,431 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,201 shares; 2024Q4: 82,375 shares; 2025Q1: 84,780 shares; 2025Q2: 87,765 shares 87,765 $1.93M 0.02% +2,985 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,749 shares; 2024Q4: 109,890 shares; 2025Q1: 108,867 shares; 2025Q2: 118,574 shares 118,574 $1.91M 0.02% +9,707 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: 14,154 shares; 2024Q4: 14,983 shares; 2025Q1: 15,798 shares; 2025Q2: 17,756 shares 17,756 $1.91M 0.02% +1,958 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: 26,711 shares; 2024Q4: 20,485 shares; 2025Q1: 19,777 shares; 2025Q2: 21,151 shares 21,151 $1.9M 0.02% +1,374 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,447 shares; 2024Q4: 36,432 shares; 2025Q1: 36,793 shares; 2025Q2: 49,637 shares 49,637 $1.88M 0.02% +12,844 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,451 shares; 2024Q4: 26,843 shares; 2025Q1: 32,013 shares; 2025Q2: 38,663 shares 38,663 $1.85M 0.02% +6,650 Timeline HUSV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,439 shares; 2024Q4: 28,186 shares; 2025Q1: 32,116 shares; 2025Q2: 46,136 shares 46,136 $1.84M 0.02% +14,020 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 18,830 shares; 2025Q1: 21,133 shares; 2025Q2: 24,551 shares 24,551 $1.83M 0.02% +3,418 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: 9,784 shares; 2024Q4: 11,125 shares; 2025Q1: 12,119 shares; 2025Q2: 13,151 shares 13,151 $1.81M 0.02% +1,032 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: 20,293 shares; 2024Q4: 29,588 shares; 2025Q1: 30,954 shares; 2025Q2: 33,873 shares 33,873 $1.81M 0.02% +2,919 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 2,704 shares 2,704 $1.79M 0.02% +1,217 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,910 shares; 2024Q4: 21,875 shares; 2025Q1: 20,552 shares; 2025Q2: 22,292 shares 22,292 $1.79M 0.02% +1,740 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 25,609 shares; 2025Q1: 25,806 shares; 2025Q2: 26,654 shares 26,654 $1.78M 0.02% +848 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: 12,423 shares; 2024Q4: 12,524 shares; 2025Q1: 18,912 shares; 2025Q2: 21,174 shares 21,174 $1.77M 0.02% +2,262 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: 8,940 shares; 2024Q4: 10,771 shares; 2025Q1: 7,312 shares; 2025Q2: 5,828 shares 5,828 $1.77M 0.02% -1,484 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,550 shares; 2025Q1: 6,397 shares; 2025Q2: 6,606 shares 6,606 $1.77M 0.02% +209 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: 2,179 shares; 2024Q4: 4,648 shares; 2025Q1: 6,781 shares; 2025Q2: 10,474 shares 10,474 $1.77M 0.02% +3,693 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,273 shares; 2024Q4: 110,302 shares; 2025Q1: 125,709 shares; 2025Q2: 125,965 shares 125,965 $1.76M 0.02% +256 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,207 shares; 2024Q4: 55,490 shares; 2025Q1: 39,888 shares; 2025Q2: 34,279 shares 34,279 $1.75M 0.02% -5,609 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: 8,583 shares; 2024Q4: 10,096 shares; 2025Q1: 11,248 shares; 2025Q2: 18,543 shares 18,543 $1.74M 0.02% +7,295 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,730 shares; 2024Q4: 28,058 shares; 2025Q1: 41,384 shares; 2025Q2: 61,420 shares 61,420 $1.7M 0.02% +20,036 Timeline EIPX 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: not reported; 2024Q4: not reported; 2025Q1: 74,101 shares; 2025Q2: 66,467 shares 66,467 $1.7M 0.02% -7,634 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,042 shares; 2024Q4: 29,237 shares; 2025Q1: 29,107 shares; 2025Q2: 33,283 shares 33,283 $1.69M 0.02% +4,176 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: 20,615 shares; 2024Q4: 20,582 shares; 2025Q1: 23,018 shares; 2025Q2: 23,425 shares 23,425 $1.69M 0.02% +407 Timeline IONQ IONQ INC More: the full row for IONQ 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: 52,754 shares; 2025Q1: 89,700 shares; 2025Q2: 39,180 shares 39,180 $1.68M 0.02% -50,520 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 5,797 shares; 2025Q1: 5,436 shares; 2025Q2: 7,188 shares 7,188 $1.66M 0.02% +1,752 Timeline HYLS 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: 25,264 shares; 2024Q4: 37,245 shares; 2025Q1: 39,197 shares; 2025Q2: 39,595 shares 39,595 $1.66M 0.02% +398 Timeline OEF 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: 1,985 shares; 2024Q4: 2,042 shares; 2025Q1: 4,383 shares; 2025Q2: 5,389 shares 5,389 $1.64M 0.02% +1,006 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: 2,493 shares; 2024Q4: 2,535 shares; 2025Q1: 2,726 shares; 2025Q2: 3,083 shares 3,083 $1.63M 0.02% +357 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,405 shares; 2024Q4: 64,114 shares; 2025Q1: 14,655 shares; 2025Q2: 15,721 shares 15,721 $1.63M 0.02% +1,066 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 7,477 shares; 2025Q1: 6,384 shares; 2025Q2: 5,650 shares 5,650 $1.63M 0.02% -734 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: 22,108 shares; 2024Q4: 22,792 shares; 2025Q1: 15,023 shares; 2025Q2: 14,291 shares 14,291 $1.63M 0.02% -732 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,221 shares; 2024Q4: 11,188 shares; 2025Q1: 12,658 shares; 2025Q2: 13,888 shares 13,888 $1.62M 0.02% +1,230 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,474 shares; 2024Q4: 43,324 shares; 2025Q1: 44,893 shares; 2025Q2: 46,754 shares 46,754 $1.62M 0.02% +1,861 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,815 shares; 2024Q4: 33,745 shares; 2025Q1: 38,607 shares; 2025Q2: 39,022 shares 39,022 $1.62M 0.02% +415 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,605 shares; 2024Q4: 8,771 shares; 2025Q1: 12,192 shares; 2025Q2: 15,549 shares 15,549 $1.6M 0.02% +3,357 Timeline