JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,868 shares; 2024Q4: 402,201 shares; 2025Q1: 357,673 shares; 2025Q2: 356,372 shares; 2025Q3: 353,632 shares 353,632 $112M 4.74% -2,740 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,554 shares; 2024Q4: 185,307 shares; 2025Q1: 188,834 shares; 2025Q2: 187,372 shares; 2025Q3: 186,927 shares 186,927 $96.8M 4.12% -445 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,714 shares; 2024Q4: 387,957 shares; 2025Q1: 383,622 shares; 2025Q2: 383,827 shares; 2025Q3: 380,399 shares 380,399 $88.1M 3.74% -3,428 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,514 shares; 2024Q4: 273,048 shares; 2025Q1: 276,938 shares; 2025Q2: 278,001 shares; 2025Q3: 280,031 shares 280,031 $71.3M 3.03% +2,030 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,855 shares; 2024Q4: 392,633 shares; 2025Q1: 385,956 shares; 2025Q2: 391,661 shares; 2025Q3: 397,945 shares 397,945 $61.8M 2.63% +6,284 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638,505 shares; 2024Q4: 1,212,578 shares; 2025Q1: 1,208,340 shares; 2025Q2: 1,196,181 shares; 2025Q3: 1,189,264 shares 1,189,264 $61.4M 2.61% -6,917 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912,529 shares; 2024Q4: 873,826 shares; 2025Q1: 889,741 shares; 2025Q2: 887,284 shares; 2025Q3: 878,056 shares 878,056 $60.1M 2.55% -9,228 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252,707 shares; 2025Q1: 255,133 shares; 2025Q2: 255,562 shares; 2025Q3: 255,005 shares 255,005 $56M 2.38% -557 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,486 shares; 2024Q4: 245,136 shares; 2025Q1: 236,003 shares; 2025Q2: 235,512 shares; 2025Q3: 233,850 shares 233,850 $51.6M 2.19% -1,662 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,111 shares; 2024Q4: 296,145 shares; 2025Q1: 297,417 shares; 2025Q2: 300,893 shares; 2025Q3: 303,417 shares 303,417 $50.5M 2.15% +2,524 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,359 shares; 2024Q4: 189,950 shares; 2025Q1: 244,868 shares; 2025Q2: 246,963 shares; 2025Q3: 248,059 shares 248,059 $49M 2.08% +1,096 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,930 shares; 2024Q4: 353,483 shares; 2025Q1: 347,148 shares; 2025Q2: 361,519 shares; 2025Q3: 360,931 shares 360,931 $48.9M 2.08% -588 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,019 shares; 2024Q4: 155,748 shares; 2025Q1: 154,875 shares; 2025Q2: 158,170 shares; 2025Q3: 157,932 shares 157,932 $47.4M 2.02% -238 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,349 shares; 2024Q4: 359,083 shares; 2025Q1: 361,785 shares; 2025Q2: 361,044 shares; 2025Q3: 360,270 shares 360,270 $47.3M 2.01% -774 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,268 shares; 2024Q4: 252,174 shares; 2025Q1: 255,258 shares; 2025Q2: 254,419 shares; 2025Q3: 253,582 shares 253,582 $47M 2% -837 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,046 shares; 2024Q4: 217,812 shares; 2025Q1: 216,757 shares; 2025Q2: 218,918 shares; 2025Q3: 214,671 shares 214,671 $45.2M 1.92% -4,247 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,949 shares; 2024Q4: 86,647 shares; 2025Q1: 86,533 shares; 2025Q2: 86,445 shares; 2025Q3: 86,499 shares 86,499 $43.2M 1.84% +54 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,882 shares; 2024Q4: 16,876 shares; 2025Q1: 299,037 shares; 2025Q2: 302,359 shares; 2025Q3: 304,284 shares 304,284 $43.1M 1.83% +1,925 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219,275 shares; 2024Q4: 1,220,942 shares; 2025Q1: 1,153,694 shares; 2025Q2: 1,152,876 shares; 2025Q3: 1,156,484 shares 1,156,484 $43M 1.83% +3,608 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,128 shares; 2024Q4: 304,648 shares; 2025Q1: 308,390 shares; 2025Q2: 307,278 shares; 2025Q3: 305,450 shares 305,450 $40.9M 1.74% -1,828 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,202 shares; 2024Q4: 603,054 shares; 2025Q1: 390,151 shares; 2025Q2: 389,470 shares; 2025Q3: 389,897 shares 389,897 $40.2M 1.71% +427 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,588 shares; 2024Q4: 197,998 shares; 2025Q1: 200,157 shares; 2025Q2: 200,896 shares; 2025Q3: 199,903 shares 199,903 $40.2M 1.71% -993 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,356 shares; 2024Q4: 128,316 shares; 2025Q1: 129,783 shares; 2025Q2: 129,159 shares; 2025Q3: 129,650 shares 129,650 $39.4M 1.67% +491 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,674 shares; 2024Q4: 402,082 shares; 2025Q1: 411,686 shares; 2025Q2: 411,371 shares; 2025Q3: 410,929 shares 410,929 $39.2M 1.67% -442 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,775 shares; 2025Q2: 303,788 shares; 2025Q3: 303,998 shares 303,998 $38.3M 1.63% +210 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,407 shares; 2024Q4: 148,763 shares; 2025Q1: 152,120 shares; 2025Q2: 151,437 shares; 2025Q3: 151,894 shares 151,894 $38.2M 1.62% +457 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,032 shares; 2024Q4: 595,291 shares; 2025Q1: 594,771 shares; 2025Q2: 600,252 shares; 2025Q3: 591,527 shares 591,527 $37M 1.57% -8,725 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,208 shares; 2024Q4: 130,606 shares; 2025Q1: 130,245 shares; 2025Q2: 130,090 shares; 2025Q3: 129,456 shares 129,456 $36.5M 1.55% -634 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,437 shares; 2024Q4: 236,616 shares; 2025Q1: 235,780 shares; 2025Q2: 235,462 shares; 2025Q3: 234,434 shares 234,434 $36M 1.53% -1,028 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248,502 shares; 2024Q4: 1,221,018 shares; 2025Q1: 1,223,913 shares; 2025Q2: 1,225,838 shares; 2025Q3: 1,222,070 shares 1,222,070 $34.6M 1.47% -3,768 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,310 shares; 2024Q4: 70,641 shares; 2025Q1: 71,516 shares; 2025Q2: 71,297 shares; 2025Q3: 70,852 shares 70,852 $32.4M 1.38% -445 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,052 shares; 2024Q4: 186,769 shares; 2025Q1: 264,404 shares; 2025Q2: 268,826 shares; 2025Q3: 265,683 shares 265,683 $29.8M 1.27% -3,143 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385,579 shares; 2025Q2: 373,794 shares; 2025Q3: 388,854 shares 388,854 $28.5M 1.21% +15,060 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,827 shares; 2024Q4: 70,563 shares; 2025Q1: 145,457 shares; 2025Q2: 145,020 shares; 2025Q3: 147,917 shares 147,917 $27.7M 1.18% +2,897 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,337 shares; 2024Q4: 583,850 shares; 2025Q1: 580,570 shares; 2025Q2: 576,749 shares; 2025Q3: 544,305 shares 544,305 $24.5M 1.04% -32,444 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,016 shares; 2024Q4: 171,556 shares; 2025Q1: 170,869 shares; 2025Q2: 173,545 shares; 2025Q3: 174,784 shares 174,784 $24.5M 1.04% +1,239 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,497 shares; 2024Q4: 901,819 shares; 2025Q1: 1,024,164 shares; 2025Q2: 1,029,505 shares; 2025Q3: 1,048,781 shares 1,048,781 $24.4M 1.04% +19,276 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,983 shares; 2024Q4: 322,771 shares; 2025Q1: 328,204 shares; 2025Q2: 328,306 shares; 2025Q3: 329,526 shares 329,526 $22.3M 0.95% +1,220 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,631 shares; 2024Q4: 433,110 shares; 2025Q1: 420,286 shares; 2025Q2: 415,574 shares; 2025Q3: 415,470 shares 415,470 $20.9M 0.89% -104 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,177 shares; 2024Q4: 244,011 shares; 2025Q1: 241,889 shares; 2025Q2: 241,723 shares; 2025Q3: 237,989 shares 237,989 $19.9M 0.85% -3,734 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,237 shares; 2024Q4: 623,369 shares; 2025Q1: 654,843 shares; 2025Q2: 655,207 shares; 2025Q3: 669,359 shares 669,359 $19.8M 0.84% +14,152 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,658 shares; 2024Q4: 73,602 shares; 2025Q1: 75,301 shares; 2025Q2: 75,252 shares; 2025Q3: 77,391 shares 77,391 $19.7M 0.84% +2,139 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,849 shares; 2024Q4: 68,950 shares; 2025Q1: 64,647 shares; 2025Q2: 64,151 shares; 2025Q3: 64,113 shares 64,113 $18.8M 0.8% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,175 shares; 2024Q4: 145,529 shares; 2025Q1: 143,009 shares; 2025Q2: 142,773 shares; 2025Q3: 138,300 shares 138,300 $18.3M 0.78% -4,473 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,915 shares; 2024Q4: 220,420 shares; 2025Q1: 231,606 shares; 2025Q2: 232,843 shares; 2025Q3: 250,726 shares 250,726 $17.9M 0.76% +17,883 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,569 shares; 2024Q4: 349,615 shares; 2025Q1: 369,762 shares; 2025Q2: 372,694 shares; 2025Q3: 382,259 shares 382,259 $17.7M 0.75% +9,565 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,758 shares; 2024Q4: 314,132 shares; 2025Q1: 470,804 shares; 2025Q2: 469,935 shares; 2025Q3: 447,587 shares 447,587 $14.3M 0.61% -22,348 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,983 shares; 2024Q4: 26,905 shares; 2025Q1: 24,807 shares; 2025Q2: 24,767 shares; 2025Q3: 25,233 shares 25,233 $12.7M 0.54% +466 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,766 shares; 2024Q4: 19,644 shares; 2025Q1: 18,875 shares; 2025Q2: 18,531 shares; 2025Q3: 18,900 shares 18,900 $12.6M 0.54% +369 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 99,398 shares; 2025Q1: 112,688 shares; 2025Q2: 112,438 shares; 2025Q3: 112,478 shares 112,478 $11.3M 0.48% +40 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,601 shares; 2024Q4: 79,763 shares; 2025Q1: 89,812 shares; 2025Q2: 89,817 shares; 2025Q3: 87,815 shares 87,815 $10.1M 0.43% -2,002 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,483 shares; 2024Q4: 103,502 shares; 2025Q1: 102,562 shares; 2025Q2: 102,456 shares; 2025Q3: 102,028 shares 102,028 $9.65M 0.41% -428 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,607 shares; 2024Q4: 19,122 shares; 2025Q1: 22,109 shares; 2025Q2: 22,112 shares; 2025Q3: 20,271 shares 20,271 $9.5M 0.4% -1,841 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,676 shares; 2024Q4: 144,857 shares; 2025Q1: 141,223 shares; 2025Q2: 140,735 shares; 2025Q3: 139,686 shares 139,686 $9.26M 0.39% -1,049 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,155 shares; 2024Q4: 90,407 shares; 2025Q1: 91,571 shares; 2025Q2: 87,778 shares; 2025Q3: 83,203 shares 83,203 $8.45M 0.36% -4,575 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,734 shares; 2024Q4: 33,041 shares; 2025Q1: 35,069 shares; 2025Q2: 35,488 shares; 2025Q3: 37,542 shares 37,542 $8.24M 0.35% +2,054 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,654 shares; 2024Q4: 129,557 shares; 2025Q1: 129,923 shares; 2025Q2: 129,923 shares; 2025Q3: 136,923 shares 136,923 $8.2M 0.35% +7,000 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,504 shares; 2024Q4: 233,269 shares; 2025Q1: 270,135 shares; 2025Q2: 269,727 shares; 2025Q3: 268,155 shares 268,155 $7.75M 0.33% -1,572 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,474 shares; 2024Q4: 28,621 shares; 2025Q1: 27,931 shares; 2025Q2: 27,529 shares; 2025Q3: 26,880 shares 26,880 $7.59M 0.32% -649 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,518 shares; 2024Q4: 258,691 shares; 2025Q1: 269,581 shares; 2025Q2: 275,207 shares; 2025Q3: 282,621 shares 282,621 $7.44M 0.32% +7,414 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,851 shares; 2024Q4: 277,858 shares; 2025Q1: 229,957 shares; 2025Q2: 234,214 shares; 2025Q3: 239,076 shares 239,076 $6.96M 0.3% +4,862 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,395 shares; 2024Q4: 23,611 shares; 2025Q1: 22,861 shares; 2025Q2: 22,853 shares; 2025Q3: 22,771 shares 22,771 $6.85M 0.29% -82 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 23,378 shares; 2025Q1: 21,833 shares; 2025Q2: 19,850 shares; 2025Q3: 20,347 shares 20,347 $6.71M 0.29% +497 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,921 shares; 2024Q4: 20,403 shares; 2025Q1: 21,976 shares; 2025Q2: 21,999 shares; 2025Q3: 21,703 shares 21,703 $6.37M 0.27% -296 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,128 shares; 2024Q4: 21,704 shares; 2025Q1: 21,081 shares; 2025Q2: 21,081 shares; 2025Q3: 21,453 shares 21,453 $6.03M 0.26% +372 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,810 shares; 2024Q4: 145,679 shares; 2025Q1: 162,539 shares; 2025Q2: 162,991 shares; 2025Q3: 172,358 shares 172,358 $5.75M 0.24% +9,367 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,790 shares; 2024Q4: 63,321 shares; 2025Q1: 60,232 shares; 2025Q2: 59,985 shares; 2025Q3: 58,159 shares 58,159 $5.54M 0.24% -1,826 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,060 shares; 2024Q4: 21,125 shares; 2025Q1: 21,045 shares; 2025Q2: 21,021 shares; 2025Q3: 22,254 shares 22,254 $5.42M 0.23% +1,233 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,915 shares; 2024Q4: 198,841 shares; 2025Q1: 196,668 shares; 2025Q2: 197,128 shares; 2025Q3: 195,872 shares 195,872 $5.04M 0.21% -1,256 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,040 shares; 2024Q4: 140,076 shares; 2025Q1: 167,011 shares; 2025Q2: 166,823 shares; 2025Q3: 165,646 shares 165,646 $4.86M 0.21% -1,177 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,727 shares; 2024Q4: 60,588 shares; 2025Q1: 72,959 shares; 2025Q2: 72,959 shares; 2025Q3: 84,637 shares 84,637 $4.59M 0.19% +11,678 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,815 shares; 2024Q4: 18,418 shares; 2025Q1: 17,835 shares; 2025Q2: 17,627 shares; 2025Q3: 18,240 shares 18,240 $4.43M 0.19% +613 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,773 shares; 2024Q4: 23,672 shares; 2025Q1: 24,452 shares; 2025Q2: 24,452 shares; 2025Q3: 24,702 shares 24,702 $4.22M 0.18% +250 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,533 shares; 2024Q4: 19,712 shares; 2025Q1: 17,648 shares; 2025Q2: 19,086 shares; 2025Q3: 21,853 shares 21,853 $4.08M 0.17% +2,767 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,131 shares; 2024Q4: 9,749 shares; 2025Q1: 10,205 shares; 2025Q2: 10,236 shares; 2025Q3: 9,929 shares 9,929 $4.02M 0.17% -307 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,758 shares; 2024Q4: 54,758 shares; 2025Q1: 54,758 shares; 2025Q2: 54,758 shares; 2025Q3: 54,758 shares 54,758 $3.98M 0.17% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,524 shares; 2024Q4: 37,192 shares; 2025Q1: 36,509 shares; 2025Q2: 34,641 shares; 2025Q3: 34,803 shares 34,803 $3.92M 0.17% +162 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,560 shares; 2024Q4: 16,252 shares; 2025Q1: 18,441 shares; 2025Q2: 18,513 shares; 2025Q3: 23,824 shares 23,824 $3.71M 0.16% +5,311 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,969 shares; 2025Q1: 3,914 shares; 2025Q2: 3,964 shares; 2025Q3: 4,811 shares 4,811 $3.67M 0.16% +847 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 5,944 shares; 2025Q3: 5,894 shares 5,894 $3.62M 0.15% -50 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 12,429 shares; 2025Q1: 12,713 shares; 2025Q2: 12,714 shares; 2025Q3: 12,796 shares 12,796 $3.61M 0.15% +82 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,558 shares; 2024Q4: 47,277 shares; 2025Q1: 45,149 shares; 2025Q2: 45,149 shares; 2025Q3: 45,149 shares 45,149 $3.6M 0.15% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,111 shares; 2024Q4: 45,819 shares; 2025Q1: 40,988 shares; 2025Q2: 39,896 shares; 2025Q3: 35,899 shares 35,899 $3.46M 0.15% -3,997 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 21,350 shares; 2025Q1: 56,005 shares; 2025Q2: 20,050 shares; 2025Q3: 16,669 shares 16,669 $3.39M 0.14% -3,381 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,809 shares; 2024Q4: 139,785 shares; 2025Q1: 130,742 shares; 2025Q2: 130,346 shares; 2025Q3: 129,822 shares 129,822 $3.38M 0.14% -524 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,130 shares; 2025Q2: 94,847 shares; 2025Q3: 98,547 shares 98,547 $3.31M 0.14% +3,700 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 14,774 shares; 2025Q1: 13,794 shares; 2025Q2: 13,794 shares; 2025Q3: 13,615 shares 13,615 $3.29M 0.14% -179 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,624 shares; 2025Q1: 3,810 shares; 2025Q2: 3,901 shares; 2025Q3: 4,467 shares 4,467 $3.28M 0.14% +566 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,563 shares; 2024Q4: 669,239 shares; 2025Q1: 136,608 shares; 2025Q2: 136,144 shares; 2025Q3: 128,606 shares 128,606 $3.28M 0.14% -7,538 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,849 shares; 2024Q4: 93,813 shares; 2025Q1: 127,660 shares; 2025Q2: 130,852 shares; 2025Q3: 134,241 shares 134,241 $3.28M 0.14% +3,389 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,426 shares; 2024Q4: 340,028 shares; 2025Q1: 38,122 shares; 2025Q2: 37,141 shares; 2025Q3: 37,347 shares 37,347 $3.13M 0.13% +206 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,210 shares; 2025Q1: 17,901 shares; 2025Q2: 18,113 shares; 2025Q3: 18,633 shares 18,633 $3.12M 0.13% +520 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,643 shares; 2024Q4: 53,188 shares; 2025Q1: 53,188 shares; 2025Q2: 52,968 shares; 2025Q3: 52,786 shares 52,786 $3.1M 0.13% -182 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,050 shares; 2024Q4: 35,627 shares; 2025Q1: 39,748 shares; 2025Q2: 39,665 shares; 2025Q3: 38,595 shares 38,595 $3.07M 0.13% -1,070 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,913 shares; 2024Q4: 9,325 shares; 2025Q1: 8,894 shares; 2025Q2: 8,495 shares; 2025Q3: 8,427 shares 8,427 $2.91M 0.12% -68 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,622 shares; 2024Q4: 7,445 shares; 2025Q1: 8,542 shares; 2025Q2: 8,490 shares; 2025Q3: 8,654 shares 8,654 $2.87M 0.12% +164 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,223 shares; 2024Q4: 102,801 shares; 2025Q1: 101,111 shares; 2025Q2: 100,936 shares; 2025Q3: 99,296 shares 99,296 $2.8M 0.12% -1,640 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,838 shares; 2024Q4: 19,849 shares; 2025Q1: 19,730 shares; 2025Q2: 19,741 shares; 2025Q3: 19,691 shares 19,691 $2.8M 0.12% -50 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,506 shares; 2024Q4: 64,469 shares; 2025Q1: 64,469 shares; 2025Q2: 64,469 shares; 2025Q3: 63,319 shares 63,319 $2.73M 0.12% -1,150 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 13,619 shares; 2025Q1: 14,544 shares; 2025Q2: 14,893 shares; 2025Q3: 16,386 shares 16,386 $2.66M 0.11% +1,493 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,068 shares; 2024Q4: 91,552 shares; 2025Q1: 95,022 shares; 2025Q2: 91,171 shares; 2025Q3: 91,342 shares 91,342 $2.55M 0.11% +171 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,657 shares; 2024Q4: 81,915 shares; 2025Q1: 73,565 shares; 2025Q2: 72,787 shares; 2025Q3: 73,046 shares 73,046 $2.45M 0.1% +259 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,728 shares; 2024Q4: 86,750 shares; 2025Q1: 89,014 shares; 2025Q2: 89,333 shares; 2025Q3: 89,305 shares 89,305 $2.44M 0.1% -28 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,326 shares; 2024Q4: 356,382 shares; 2025Q1: 273,782 shares; 2025Q2: 273,782 shares; 2025Q3: 273,782 shares 273,782 $2.43M 0.1% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,535 shares; 2024Q4: 24,923 shares; 2025Q1: 20,530 shares; 2025Q2: 20,249 shares; 2025Q3: 20,572 shares 20,572 $2.31M 0.1% +323 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 10,450 shares; 2025Q1: 10,460 shares; 2025Q2: 10,460 shares; 2025Q3: 10,459 shares 10,459 $2.24M 0.1% -1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,553 shares; 2024Q4: 27,658 shares; 2025Q1: 24,358 shares; 2025Q2: 25,940 shares; 2025Q3: 27,581 shares 27,581 $2.2M 0.09% +1,641 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,620 shares; 2024Q4: 25,843 shares; 2025Q1: 33,181 shares; 2025Q2: 33,181 shares; 2025Q3: 33,072 shares 33,072 $2.18M 0.09% -109 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,659 shares; 2024Q4: 33,673 shares; 2025Q1: 32,147 shares; 2025Q2: 29,719 shares; 2025Q3: 25,900 shares 25,900 $2.15M 0.09% -3,819 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,625 shares; 2024Q4: 420,625 shares; 2025Q1: 420,625 shares; 2025Q2: 417,125 shares; 2025Q3: 367,500 shares 367,500 $2.11M 0.09% -49,625 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $2.1M 0.09% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,791 shares; 2024Q4: 22,791 shares; 2025Q1: 22,268 shares; 2025Q2: 22,268 shares; 2025Q3: 22,525 shares 22,525 $2.1M 0.09% +257 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,518 shares; 2024Q4: 9,369 shares; 2025Q1: 8,814 shares; 2025Q2: 8,814 shares; 2025Q3: 8,814 shares 8,814 $2.08M 0.09% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,369 shares; 2024Q4: 25,115 shares; 2025Q1: 24,880 shares; 2025Q2: 24,130 shares; 2025Q3: 24,436 shares 24,436 $2.01M 0.09% +306 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,390 shares; 2024Q4: 62,339 shares; 2025Q1: 66,239 shares; 2025Q2: 66,195 shares; 2025Q3: 66,019 shares 66,019 $2M 0.08% -176 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,330 shares; 2024Q4: 45,125 shares; 2025Q1: 46,146 shares; 2025Q2: 46,194 shares; 2025Q3: 44,172 shares 44,172 $1.94M 0.08% -2,022 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 5,552 shares; 2025Q1: 5,039 shares; 2025Q2: 5,043 shares; 2025Q3: 5,596 shares 5,596 $1.91M 0.08% +553 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,839 shares; 2024Q4: 27,530 shares; 2025Q1: 28,030 shares; 2025Q2: 28,030 shares; 2025Q3: 28,755 shares 28,755 $1.88M 0.08% +725 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,513 shares; 2025Q1: 3,915 shares; 2025Q2: 3,915 shares; 2025Q3: 3,915 shares 3,915 $1.87M 0.08% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 11,453 shares; 2025Q1: 11,342 shares; 2025Q2: 11,484 shares; 2025Q3: 11,484 shares 11,484 $1.83M 0.08% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,225 shares; 2025Q1: 10,225 shares; 2025Q2: 10,225 shares; 2025Q3: 10,205 shares 10,205 $1.82M 0.08% -20 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 6,516 shares; 2025Q1: 6,816 shares; 2025Q2: 6,300 shares; 2025Q3: 4,750 shares 4,750 $1.8M 0.08% -1,550 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,173 shares; 2024Q4: 25,276 shares; 2025Q1: 24,680 shares; 2025Q2: 23,059 shares; 2025Q3: 23,221 shares 23,221 $1.75M 0.07% +162 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,183 shares; 2025Q1: 8,742 shares; 2025Q2: 8,742 shares; 2025Q3: 9,129 shares 9,129 $1.68M 0.07% +387 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,847 shares; 2025Q1: 2,039 shares; 2025Q2: 1,958 shares; 2025Q3: 2,707 shares 2,707 $1.63M 0.07% +749 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,316 shares; 2024Q4: 8,866 shares; 2025Q1: 9,036 shares; 2025Q2: 9,036 shares; 2025Q3: 9,036 shares 9,036 $1.6M 0.07% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,699 shares; 2024Q4: 36,766 shares; 2025Q1: 36,234 shares; 2025Q2: 35,689 shares; 2025Q3: 32,084 shares 32,084 $1.56M 0.07% -3,605 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,727 shares; 2024Q4: 6,924 shares; 2025Q1: 6,108 shares; 2025Q2: 6,108 shares; 2025Q3: 6,282 shares 6,282 $1.55M 0.07% +174 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.06% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,137 shares; 2025Q1: 5,592 shares; 2025Q2: 5,472 shares; 2025Q3: 5,481 shares 5,481 $1.49M 0.06% +9 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 6,105 shares; 2025Q1: 5,957 shares; 2025Q2: 5,961 shares; 2025Q3: 7,761 shares 7,761 $1.47M 0.06% +1,800 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,556 shares; 2024Q4: 10,556 shares; 2025Q1: 10,556 shares; 2025Q2: 10,556 shares; 2025Q3: 10,556 shares 10,556 $1.46M 0.06% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,164 shares; 2025Q1: 1,357 shares; 2025Q2: 1,775 shares; 2025Q3: 1,831 shares 1,831 $1.46M 0.06% +56 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,882 shares 116,882 $1.45M 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,400 shares; 2025Q1: 5,896 shares; 2025Q2: 5,785 shares; 2025Q3: 5,859 shares 5,859 $1.44M 0.06% +74 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 3,644 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares 3,370 $1.32M 0.06% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,223 shares 40,223 $1.27M 0.05% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 5,278 shares; 2025Q1: 5,129 shares; 2025Q2: 5,129 shares; 2025Q3: 5,132 shares 5,132 $1.21M 0.05% +3 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,530 shares; 2025Q1: 4,410 shares; 2025Q2: 4,452 shares; 2025Q3: 4,373 shares 4,373 $1.14M 0.05% -79 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 7,097 shares; 2025Q1: 6,841 shares; 2025Q2: 6,814 shares; 2025Q3: 7,638 shares 7,638 $1.1M 0.05% +824 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,890 shares 22,890 $1.07M 0.05% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,154 shares; 2024Q4: 27,142 shares; 2025Q1: 25,949 shares; 2025Q2: 24,954 shares; 2025Q3: 21,083 shares 21,083 $1.07M 0.05% -3,871 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,645 shares; 2025Q1: 3,631 shares; 2025Q2: 3,631 shares; 2025Q3: 3,681 shares 3,681 $1.03M 0.04% +50 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,791 shares; 2024Q4: 21,464 shares; 2025Q1: 20,936 shares; 2025Q2: 20,936 shares; 2025Q3: 21,096 shares 21,096 $1.03M 0.04% +160 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 12,300 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares 10,900 $1M 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,388 shares; 2024Q4: 8,388 shares; 2025Q1: 8,864 shares; 2025Q2: 8,664 shares; 2025Q3: 8,304 shares 8,304 $987K 0.04% -360 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 3,597 shares; 2025Q1: 3,395 shares; 2025Q2: 3,389 shares; 2025Q3: 3,079 shares 3,079 $978K 0.04% -310 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,134 shares; 2025Q1: 1,134 shares; 2025Q2: 1,195 shares; 2025Q3: 1,208 shares 1,208 $916K 0.04% +13 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $891K 0.04% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,000 shares; 2024Q4: 67,000 shares; 2025Q1: 67,000 shares; 2025Q2: 77,000 shares; 2025Q3: 77,000 shares 77,000 $877K 0.04% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,036 shares; 2024Q4: 25,036 shares; 2025Q1: 25,036 shares; 2025Q2: 25,036 shares; 2025Q3: 25,036 shares 25,036 $868K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,315 shares; 2024Q4: 7,245 shares; 2025Q1: 7,011 shares; 2025Q2: 6,995 shares; 2025Q3: 6,956 shares 6,956 $865K 0.04% -39 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,390 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares 1,391 $852K 0.04% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,903 shares; 2025Q3: 2,900 shares 2,900 $814K 0.03% -3 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 10,565 shares; 2025Q1: 10,565 shares; 2025Q2: 10,565 shares; 2025Q3: 10,565 shares 10,565 $811K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,449 shares; 2024Q4: 12,125 shares; 2025Q1: 10,267 shares; 2025Q2: 9,839 shares; 2025Q3: 9,518 shares 9,518 $801K 0.03% -321 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 582 shares; 2025Q1: 478 shares; 2025Q2: 7,140 shares; 2025Q3: 7,260 shares 7,260 $783K 0.03% +120 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 797 shares; 2025Q1: 835 shares; 2025Q2: 821 shares; 2025Q3: 821 shares 821 $760K 0.03% 0 Timeline MBUU MALIBU BOATS INC More: the full row for MALIBU BOATS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,950 shares; 2025Q1: 46,301 shares; 2025Q2: 46,301 shares; 2025Q3: 23,401 shares 23,401 $759K 0.03% -22,900 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,205 shares; 2025Q1: 1,174 shares; 2025Q2: 1,169 shares; 2025Q3: 1,304 shares 1,304 $742K 0.03% +135 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,306 shares; 2025Q1: 7,306 shares; 2025Q2: 7,306 shares; 2025Q3: 8,225 shares 8,225 $735K 0.03% +919 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 771 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 612 shares 612 $713K 0.03% +42 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,887 shares; 2025Q1: 9,251 shares; 2025Q2: 9,089 shares; 2025Q3: 8,478 shares 8,478 $708K 0.03% -611 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,968 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,909 shares 1,909 $706K 0.03% +10 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 7,872 shares; 2025Q1: 7,872 shares; 2025Q2: 7,872 shares; 2025Q3: 6,572 shares 6,572 $700K 0.03% -1,300 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,684 shares; 2025Q3: 5,831 shares 5,831 $697K 0.03% +1,147 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 3,905 shares; 2025Q1: 4,132 shares; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares 4,115 $689K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,300 shares; 2025Q1: 2,995 shares; 2025Q2: 3,490 shares; 2025Q3: 3,458 shares 3,458 $686K 0.03% -32 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,805 shares; 2024Q4: 7,105 shares; 2025Q1: 7,105 shares; 2025Q2: 7,105 shares; 2025Q3: 7,355 shares 7,355 $646K 0.03% +250 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,978 shares; 2025Q1: 3,678 shares; 2025Q2: 2,853 shares; 2025Q3: 1,978 shares 1,978 $646K 0.03% -875 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,457 shares; 2025Q1: 1,247 shares; 2025Q2: 1,322 shares; 2025Q3: 1,312 shares 1,312 $645K 0.03% -10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 2,788 shares; 2025Q1: 2,090 shares; 2025Q2: 2,098 shares; 2025Q3: 2,100 shares 2,100 $641K 0.03% +2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,283 shares; 2025Q3: 2,991 shares 2,991 $636K 0.03% +708 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,769 shares; 2025Q1: 1,718 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares 1,572 $633K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,913 shares; 2024Q4: 28,731 shares; 2025Q1: 25,068 shares; 2025Q2: 19,974 shares; 2025Q3: 19,974 shares 19,974 $628K 0.03% 0 Timeline BDVG IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,415 shares; 2024Q4: 47,816 shares; 2025Q1: 47,916 shares; 2025Q2: 47,916 shares; 2025Q3: 47,916 shares 47,916 $611K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 5,440 shares; 2025Q1: 5,440 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares 5,518 $601K 0.03% 0 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 12,241 shares; 2025Q1: 12,241 shares; 2025Q2: 12,241 shares; 2025Q3: 12,241 shares 12,241 $601K 0.03% 0 Timeline SEER SEER INC More: the full row for SEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,000 shares; 2024Q4: 275,000 shares; 2025Q1: 275,000 shares; 2025Q2: 275,000 shares; 2025Q3: 275,000 shares 275,000 $597K 0.03% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 5,124 shares; 2025Q1: 7,119 shares; 2025Q2: 5,769 shares; 2025Q3: 5,244 shares 5,244 $588K 0.02% -525 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 4,121 shares; 2025Q1: 4,113 shares; 2025Q2: 4,113 shares; 2025Q3: 4,113 shares 4,113 $586K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,360 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares 7,500 $567K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,305 shares; 2025Q1: 5,326 shares; 2025Q2: 10,652 shares; 2025Q3: 11,244 shares 11,244 $551K 0.02% +592 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,821 shares; 2024Q4: 5,821 shares; 2025Q1: 5,821 shares; 2025Q2: 5,821 shares; 2025Q3: 5,821 shares 5,821 $546K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 4,330 shares; 2025Q1: 6,634 shares; 2025Q2: 6,628 shares; 2025Q3: 6,616 shares 6,616 $539K 0.02% -12 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,216 shares; 2025Q1: 2,193 shares; 2025Q2: 2,179 shares; 2025Q3: 2,491 shares 2,491 $538K 0.02% +312 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,311 shares; 2025Q1: 6,014 shares; 2025Q2: 6,014 shares; 2025Q3: 5,979 shares 5,979 $534K 0.02% -35 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,501 shares; 2024Q4: 58,844 shares; 2025Q1: 32,961 shares; 2025Q2: 33,002 shares; 2025Q3: 30,965 shares 30,965 $531K 0.02% -2,037 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,384 shares; 2024Q4: 83,118 shares; 2025Q1: 66,277 shares; 2025Q2: 16,307 shares; 2025Q3: 16,143 shares 16,143 $515K 0.02% -164 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 2,242 shares 2,242 $514K 0.02% +330 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 1,727 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,491 shares 1,491 $508K 0.02% +57 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,376 shares; 2024Q4: 6,891 shares; 2025Q1: 6,268 shares; 2025Q2: 6,237 shares; 2025Q3: 6,229 shares 6,229 $500K 0.02% -8 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,800 shares; 2025Q2: 3,806 shares; 2025Q3: 3,811 shares 3,811 $495K 0.02% +5 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 8,287 shares; 2025Q1: 8,287 shares; 2025Q2: 8,287 shares; 2025Q3: 8,287 shares 8,287 $492K 0.02% 0 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,191 shares; 2025Q1: 26,191 shares; 2025Q2: 26,191 shares; 2025Q3: 26,191 shares 26,191 $488K 0.02% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,075 shares; 2025Q2: 3,933 shares; 2025Q3: 3,983 shares 3,983 $488K 0.02% +50 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,524 shares; 2025Q1: 4,524 shares; 2025Q2: 4,524 shares; 2025Q3: 4,524 shares 4,524 $483K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,640 shares; 2025Q1: 2,837 shares; 2025Q2: 2,837 shares; 2025Q3: 3,072 shares 3,072 $477K 0.02% +235 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 2,490 shares 2,490 $475K 0.02% +1,030 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2,936 shares; 2025Q1: 2,698 shares; 2025Q2: 2,708 shares; 2025Q3: 1,918 shares 1,918 $473K 0.02% -790 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 401 shares; 2025Q1: 403 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares 4,020 $471K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 240 shares 240 $459K 0.02% +105 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,719 shares; 2025Q1: 3,877 shares; 2025Q2: 3,877 shares; 2025Q3: 3,799 shares 3,799 $458K 0.02% -78 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,109 shares; 2025Q1: 3,236 shares; 2025Q2: 3,236 shares; 2025Q3: 3,237 shares 3,237 $452K 0.02% +1 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares 1,085 $450K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,724 shares; 2024Q4: 3,003 shares; 2025Q1: 3,118 shares; 2025Q2: 3,128 shares; 2025Q3: 3,038 shares 3,038 $445K 0.02% -90 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 17,896 shares; 2025Q1: 17,752 shares; 2025Q2: 17,666 shares; 2025Q3: 17,641 shares 17,641 $440K 0.02% -25 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares 9,750 $409K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 6,349 shares; 2025Q1: 6,314 shares; 2025Q2: 6,314 shares; 2025Q3: 7,517 shares 7,517 $405K 0.02% +1,203 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,552 shares; 2025Q1: 1,696 shares; 2025Q2: 1,573 shares; 2025Q3: 1,704 shares 1,704 $402K 0.02% +131 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,738 shares; 2024Q4: 20,738 shares; 2025Q1: 20,738 shares; 2025Q2: 20,738 shares; 2025Q3: 20,738 shares 20,738 $400K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,273 shares; 2025Q1: 1,273 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares 1,273 $394K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 42,702 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares 4,930 $386K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,551 shares; 2025Q3: 1,540 shares 1,540 $378K 0.02% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,280 shares; 2025Q1: 6,280 shares; 2025Q2: 6,280 shares; 2025Q3: 6,298 shares 6,298 $376K 0.02% +18 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,905 shares; 2025Q1: 2,897 shares; 2025Q2: 2,892 shares; 2025Q3: 3,030 shares 3,030 $375K 0.02% +138 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 4,292 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares 3,383 $372K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 1,944 shares; 2025Q3: 1,944 shares 1,944 $370K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 12,720 shares; 2025Q1: 12,720 shares; 2025Q2: 12,720 shares; 2025Q3: 12,720 shares 12,720 $366K 0.02% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,395 shares; 2025Q1: 1,331 shares; 2025Q2: 1,424 shares; 2025Q3: 1,619 shares 1,619 $364K 0.02% +195 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 867 shares; 2025Q1: 893 shares; 2025Q2: 788 shares; 2025Q3: 765 shares 765 $363K 0.02% -23 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares 2,167 $363K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 4,716 shares; 2025Q1: 1,059 shares; 2025Q2: 1,022 shares; 2025Q3: 1,019 shares 1,019 $362K 0.02% -3 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 5,922 shares; 2025Q2: 5,979 shares; 2025Q3: 5,979 shares 5,979 $356K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,546 shares; 2025Q1: 2,512 shares; 2025Q2: 2,512 shares; 2025Q3: 2,512 shares 2,512 $354K 0.02% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,272 shares; 2024Q4: 4,699 shares; 2025Q1: 4,683 shares; 2025Q2: 4,683 shares; 2025Q3: 4,681 shares 4,681 $352K 0.01% -2 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,687 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares 1,687 $350K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,170 shares; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 785 shares 785 $349K 0.01% +150 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,268 shares; 2024Q4: 11,268 shares; 2025Q1: 11,268 shares; 2025Q2: 11,268 shares; 2025Q3: 11,268 shares 11,268 $343K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,360 shares; 2024Q4: 61,085 shares; 2025Q1: 45,815 shares; 2025Q2: 34,180 shares; 2025Q3: 33,885 shares 33,885 $335K 0.01% -295 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,414 shares; 2025Q1: 2,199 shares; 2025Q2: 1,434 shares; 2025Q3: 1,036 shares 1,036 $335K 0.01% -398 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,755 shares; 2025Q2: 5,789 shares; 2025Q3: 5,823 shares 5,823 $332K 0.01% +34 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,871 shares; 2025Q3: 1,816 shares 1,816 $331K 0.01% -55 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,274 shares; 2024Q4: 9,274 shares; 2025Q1: 9,274 shares; 2025Q2: 9,230 shares; 2025Q3: 9,230 shares 9,230 $328K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 3,965 shares; 2025Q1: 3,965 shares; 2025Q2: 3,965 shares; 2025Q3: 4,114 shares 4,114 $320K 0.01% +149 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,756 shares; 2025Q2: 19,756 shares; 2025Q3: 19,756 shares 19,756 $318K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,165 shares; 2025Q2: 1,169 shares; 2025Q3: 1,173 shares 1,173 $317K 0.01% +4 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,731 shares; 2024Q4: 8,754 shares; 2025Q1: 8,754 shares; 2025Q2: 7,981 shares; 2025Q3: 7,481 shares 7,481 $317K 0.01% -500 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,145 shares; 2025Q3: 3,195 shares 3,195 $313K 0.01% +1,050 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,282 shares; 2025Q1: 2,918 shares; 2025Q2: 2,555 shares; 2025Q3: 2,465 shares 2,465 $312K 0.01% -90 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares 2,479 $304K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 5,725 shares; 2025Q1: 5,435 shares; 2025Q2: 5,426 shares; 2025Q3: 5,276 shares 5,276 $300K 0.01% -150 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,592 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares 1,729 $298K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,865 shares; 2025Q1: 2,410 shares; 2025Q2: 2,244 shares; 2025Q3: 1,461 shares 1,461 $294K 0.01% -783 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 622 shares; 2025Q1: 302 shares; 2025Q2: 297 shares; 2025Q3: 272 shares 272 $293K 0.01% -25 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares 2,963 $291K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,249 shares 4,249 $289K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 2,126 shares 2,126 $289K 0.01% +300 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,141 shares; 2024Q4: 5,550 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,300 shares 3,300 $288K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,290 shares; 2024Q4: 10,276 shares; 2025Q1: 5,185 shares; 2025Q2: 5,185 shares; 2025Q3: 5,923 shares 5,923 $286K 0.01% +738 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,040 shares; 2024Q4: 10,030 shares; 2025Q1: 10,030 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $280K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 2,465 shares 2,465 $275K 0.01% +460 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares 855 $274K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: not reported; 2025Q1: 3,473 shares; 2025Q2: 3,442 shares; 2025Q3: 3,598 shares 3,598 $271K 0.01% +156 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,365 shares; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,329 shares 3,329 $266K 0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,316 shares; 2024Q4: 8,316 shares; 2025Q1: 8,316 shares; 2025Q2: 8,316 shares; 2025Q3: 8,316 shares 8,316 $266K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares 48 $259K 0.01% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,345 shares 4,345 $253K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 393 shares; 2025Q1: 398 shares; 2025Q2: 373 shares; 2025Q3: 368 shares 368 $251K 0.01% -5 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,282 shares 3,282 $251K 0.01% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 4,513 shares; 2025Q1: 3,605 shares; 2025Q2: not reported; 2025Q3: 4,084 shares 4,084 $244K 0.01% new AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,226 shares; 2025Q3: 2,152 shares 2,152 $240K 0.01% -74 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 728 shares; 2025Q3: 728 shares 728 $239K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares 320 $239K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 3,964 shares; 2025Q1: 3,339 shares; 2025Q2: 3,383 shares; 2025Q3: 3,330 shares 3,330 $238K 0.01% -53 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares 3,614 $236K 0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 573 shares 573 $232K 0.01% +101 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares 3,018 $231K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 689 shares; 2025Q1: not reported; 2025Q2: 691 shares; 2025Q3: 681 shares 681 $230K 0.01% -10 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,373 shares; 2025Q1: 2,373 shares; 2025Q2: 2,373 shares; 2025Q3: 2,373 shares 2,373 $229K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,792 shares 2,792 $229K 0.01% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,586 shares; 2025Q2: 6,586 shares; 2025Q3: 6,586 shares 6,586 $228K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 294 shares 294 $227K 0.01% +13 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 7,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,553 shares 6,553 $226K 0.01% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,568 shares; 2025Q1: not reported; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares 2,568 $223K 0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,257 shares; 2025Q1: 4,257 shares; 2025Q2: 4,257 shares; 2025Q3: 4,257 shares 4,257 $223K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,739 shares; 2025Q2: not reported; 2025Q3: 2,664 shares 2,664 $219K 0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,662 shares 3,662 $219K 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 1,568 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,541 shares 1,541 $216K 0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 4,740 shares; 2025Q1: 4,740 shares; 2025Q2: 4,740 shares; 2025Q3: 4,740 shares 4,740 $213K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,617 shares; 2025Q2: not reported; 2025Q3: 3,083 shares 3,083 $211K 0.01% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,066 shares; 2024Q4: 7,193 shares; 2025Q1: 6,889 shares; 2025Q2: 6,622 shares; 2025Q3: 5,585 shares 5,585 $211K 0.01% -1,037 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 605 shares 605 $210K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 431 shares 431 $209K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,375 shares; 2025Q1: 1,557 shares; 2025Q2: not reported; 2025Q3: 1,112 shares 1,112 $208K 0.01% new Timeline RFIL RF INDS LTD More: the full row for RF INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $206K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214 shares 214 $204K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 945 shares 945 $204K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,867 shares; 2025Q2: 2,891 shares; 2025Q3: 2,591 shares 2,591 $204K 0.01% -300 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,210 shares; 2025Q3: 3,210 shares 3,210 $203K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares 453 $203K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,759 shares; 2024Q4: 26,332 shares; 2025Q1: 26,332 shares; 2025Q2: 26,056 shares; 2025Q3: 15,411 shares 15,411 $184K 0.01% -10,645 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares 14,100 $171K 0.01% 0 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,144 shares; 2024Q4: 13,144 shares; 2025Q1: 13,144 shares; 2025Q2: 13,144 shares; 2025Q3: 13,144 shares 13,144 $170K 0.01% 0 Timeline ACOG ALPHA COGNITION INC More: the full row for ALPHA COGNITION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,824 shares; 2025Q3: 17,824 shares 17,824 $116K <0.01% +6,000 Timeline ACHV ACHIEVE LIFE SCIENCE INC More: the full row for ACHIEVE LIFE SCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,700 shares; 2024Q4: 17,700 shares; 2025Q1: 17,700 shares; 2025Q2: 17,700 shares; 2025Q3: 17,700 shares 17,700 $55.8K <0.01% 0 Timeline LUCD LUCID DIAGNOSTICS INC More: the full row for LUCID DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $20.2K <0.01% 0 Timeline