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; 2024Q2: restricted; 2024Q3: 419,868 shares; 2024Q4: 402,201 shares; 2025Q1: 357,673 shares; 2025Q2: 356,372 shares; 2025Q3: 353,632 shares; 2025Q4: 348,430 shares; 2026Q1: 346,340 shares 346,340 $102M 4.37% -2,090 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,714 shares; 2024Q4: 387,957 shares; 2025Q1: 383,622 shares; 2025Q2: 383,827 shares; 2025Q3: 380,399 shares; 2025Q4: 376,948 shares; 2026Q1: 380,870 shares 380,870 $82.8M 3.55% +3,922 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,855 shares; 2024Q4: 392,633 shares; 2025Q1: 385,956 shares; 2025Q2: 391,661 shares; 2025Q3: 397,945 shares; 2025Q4: 392,052 shares; 2026Q1: 393,783 shares 393,783 $81.5M 3.49% +1,731 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,514 shares; 2024Q4: 273,048 shares; 2025Q1: 276,938 shares; 2025Q2: 278,001 shares; 2025Q3: 280,031 shares; 2025Q4: 273,504 shares; 2026Q1: 281,756 shares 281,756 $71.5M 3.07% +8,252 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,554 shares; 2024Q4: 185,307 shares; 2025Q1: 188,834 shares; 2025Q2: 187,372 shares; 2025Q3: 186,927 shares; 2025Q4: 183,751 shares; 2026Q1: 190,355 shares 190,355 $70.5M 3.02% +6,604 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; 2024Q2: restricted; 2024Q3: 912,529 shares; 2024Q4: 873,826 shares; 2025Q1: 889,741 shares; 2025Q2: 887,284 shares; 2025Q3: 878,056 shares; 2025Q4: 866,118 shares; 2026Q1: 861,657 shares 861,657 $66.9M 2.87% -4,461 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,268 shares; 2024Q4: 252,174 shares; 2025Q1: 255,258 shares; 2025Q2: 254,419 shares; 2025Q3: 253,582 shares; 2025Q4: 251,147 shares; 2026Q1: 249,741 shares 249,741 $61M 2.62% -1,406 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,930 shares; 2024Q4: 353,483 shares; 2025Q1: 347,148 shares; 2025Q2: 361,519 shares; 2025Q3: 360,931 shares; 2025Q4: 358,772 shares; 2026Q1: 360,065 shares 360,065 $60.9M 2.61% +1,293 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; 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; 2025Q4: 1,171,125 shares; 2026Q1: 1,173,442 shares 1,173,442 $57.2M 2.45% +2,317 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; 2024Q2: restricted; 2024Q3: 254,486 shares; 2024Q4: 245,136 shares; 2025Q1: 236,003 shares; 2025Q2: 235,512 shares; 2025Q3: 233,850 shares; 2025Q4: 235,288 shares; 2026Q1: 238,681 shares 238,681 $54.8M 2.35% +3,393 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252,707 shares; 2025Q1: 255,133 shares; 2025Q2: 255,562 shares; 2025Q3: 255,005 shares; 2025Q4: 250,954 shares; 2026Q1: 250,634 shares 250,634 $52.4M 2.25% -320 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; 2024Q2: restricted; 2024Q3: 90,949 shares; 2024Q4: 86,647 shares; 2025Q1: 86,533 shares; 2025Q2: 86,445 shares; 2025Q3: 86,499 shares; 2025Q4: 83,369 shares; 2026Q1: 85,956 shares 85,956 $52M 2.23% +2,587 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; 2024Q2: restricted; 2024Q3: 16,882 shares; 2024Q4: 16,876 shares; 2025Q1: 299,037 shares; 2025Q2: 302,359 shares; 2025Q3: 304,284 shares; 2025Q4: 309,427 shares; 2026Q1: 311,632 shares 311,632 $51.1M 2.19% +2,205 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; 2024Q2: restricted; 2024Q3: 196,359 shares; 2024Q4: 189,950 shares; 2025Q1: 244,868 shares; 2025Q2: 246,963 shares; 2025Q3: 248,059 shares; 2025Q4: 240,943 shares; 2026Q1: 244,256 shares 244,256 $50.5M 2.17% +3,313 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; 2024Q2: restricted; 2024Q3: 167,046 shares; 2024Q4: 217,812 shares; 2025Q1: 216,757 shares; 2025Q2: 218,918 shares; 2025Q3: 214,671 shares; 2025Q4: 207,860 shares; 2026Q1: 216,047 shares 216,047 $48.8M 2.09% +8,187 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618,202 shares; 2024Q4: 603,054 shares; 2025Q1: 390,151 shares; 2025Q2: 389,470 shares; 2025Q3: 389,897 shares; 2025Q4: 391,047 shares; 2026Q1: 384,220 shares 384,220 $47.8M 2.05% -6,827 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; 2024Q2: restricted; 2024Q3: 157,019 shares; 2024Q4: 155,748 shares; 2025Q1: 154,875 shares; 2025Q2: 158,170 shares; 2025Q3: 157,932 shares; 2025Q4: 156,935 shares; 2026Q1: 155,740 shares 155,740 $44.7M 1.92% -1,195 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,136,056 shares; 2026Q1: 1,152,847 shares 1,152,847 $44M 1.89% +16,791 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,208 shares; 2024Q4: 130,606 shares; 2025Q1: 130,245 shares; 2025Q2: 130,090 shares; 2025Q3: 129,456 shares; 2025Q4: 128,339 shares; 2026Q1: 128,652 shares 128,652 $41.9M 1.8% +313 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; 2024Q2: restricted; 2024Q3: 204,588 shares; 2024Q4: 197,998 shares; 2025Q1: 200,157 shares; 2025Q2: 200,896 shares; 2025Q3: 199,903 shares; 2025Q4: 199,067 shares; 2026Q1: 199,273 shares 199,273 $41.5M 1.78% +206 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; 2024Q2: restricted; 2024Q3: 368,349 shares; 2024Q4: 359,083 shares; 2025Q1: 361,785 shares; 2025Q2: 361,044 shares; 2025Q3: 360,270 shares; 2025Q4: 316,427 shares; 2026Q1: 316,076 shares 316,076 $41.4M 1.78% -351 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; 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; 2025Q4: 1,217,959 shares; 2026Q1: 1,222,679 shares 1,222,679 $41M 1.76% +4,720 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; 2024Q2: restricted; 2024Q3: 180,052 shares; 2024Q4: 186,769 shares; 2025Q1: 264,404 shares; 2025Q2: 268,826 shares; 2025Q3: 265,683 shares; 2025Q4: 265,643 shares; 2026Q1: 282,563 shares 282,563 $40.9M 1.75% +16,920 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,310 shares; 2024Q4: 70,641 shares; 2025Q1: 71,516 shares; 2025Q2: 71,297 shares; 2025Q3: 70,852 shares; 2025Q4: 71,566 shares; 2026Q1: 72,147 shares 72,147 $40.6M 1.74% +581 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,356 shares; 2024Q4: 128,316 shares; 2025Q1: 129,783 shares; 2025Q2: 129,159 shares; 2025Q3: 129,650 shares; 2025Q4: 128,545 shares; 2026Q1: 127,867 shares 127,867 $39.7M 1.7% -678 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,111 shares; 2024Q4: 296,145 shares; 2025Q1: 297,417 shares; 2025Q2: 300,893 shares; 2025Q3: 303,417 shares; 2025Q4: 299,661 shares; 2026Q1: 301,081 shares 301,081 $38.8M 1.66% +1,420 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; 2024Q2: restricted; 2024Q3: 409,674 shares; 2024Q4: 402,082 shares; 2025Q1: 411,686 shares; 2025Q2: 411,371 shares; 2025Q3: 410,929 shares; 2025Q4: 405,365 shares; 2026Q1: 406,658 shares 406,658 $38.2M 1.64% +1,293 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; 2024Q2: restricted; 2024Q3: 609,337 shares; 2024Q4: 583,850 shares; 2025Q1: 580,570 shares; 2025Q2: 576,749 shares; 2025Q3: 544,305 shares; 2025Q4: 582,634 shares; 2026Q1: 593,856 shares 593,856 $36M 1.54% +11,222 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; 2024Q2: restricted; 2024Q3: 153,407 shares; 2024Q4: 148,763 shares; 2025Q1: 152,120 shares; 2025Q2: 151,437 shares; 2025Q3: 151,894 shares; 2025Q4: 151,006 shares; 2026Q1: 151,353 shares 151,353 $35.8M 1.53% +347 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; 2024Q2: restricted; 2024Q3: 620,032 shares; 2024Q4: 595,291 shares; 2025Q1: 594,771 shares; 2025Q2: 600,252 shares; 2025Q3: 591,527 shares; 2025Q4: 564,106 shares; 2026Q1: 596,035 shares 596,035 $34.4M 1.47% +31,929 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; 2024Q2: restricted; 2024Q3: 234,437 shares; 2024Q4: 236,616 shares; 2025Q1: 235,780 shares; 2025Q2: 235,462 shares; 2025Q3: 234,434 shares; 2025Q4: 226,192 shares; 2026Q1: 231,405 shares 231,405 $33.4M 1.43% +5,213 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,128 shares; 2024Q4: 304,648 shares; 2025Q1: 308,390 shares; 2025Q2: 307,278 shares; 2025Q3: 305,450 shares; 2025Q4: 301,068 shares; 2026Q1: 306,714 shares 306,714 $31.5M 1.35% +5,646 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,827 shares; 2024Q4: 70,563 shares; 2025Q1: 145,457 shares; 2025Q2: 145,020 shares; 2025Q3: 147,917 shares; 2025Q4: 146,154 shares; 2026Q1: 147,259 shares 147,259 $30.6M 1.31% +1,105 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; 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; 2025Q4: 1,078,430 shares; 2026Q1: 1,215,330 shares 1,215,330 $30.1M 1.29% +136,900 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; 2024Q2: restricted; 2024Q3: 330,569 shares; 2024Q4: 349,615 shares; 2025Q1: 369,762 shares; 2025Q2: 372,694 shares; 2025Q3: 382,259 shares; 2025Q4: 563,967 shares; 2026Q1: 583,909 shares 583,909 $28.2M 1.21% +19,942 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,016 shares; 2024Q4: 171,556 shares; 2025Q1: 170,869 shares; 2025Q2: 173,545 shares; 2025Q3: 174,784 shares; 2025Q4: 174,042 shares; 2026Q1: 176,906 shares 176,906 $27.5M 1.18% +2,864 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,775 shares; 2025Q2: 303,788 shares; 2025Q3: 303,998 shares; 2025Q4: 302,496 shares; 2026Q1: 314,480 shares 314,480 $27.3M 1.17% +11,984 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385,579 shares; 2025Q2: 373,794 shares; 2025Q3: 388,854 shares; 2025Q4: 389,030 shares; 2026Q1: 397,432 shares 397,432 $26.2M 1.12% +8,402 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; 2024Q2: restricted; 2024Q3: 331,983 shares; 2024Q4: 322,771 shares; 2025Q1: 328,204 shares; 2025Q2: 328,306 shares; 2025Q3: 329,526 shares; 2025Q4: 328,144 shares; 2026Q1: 330,788 shares 330,788 $22.5M 0.96% +2,644 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; 2024Q2: restricted; 2024Q3: 200,237 shares; 2024Q4: 623,369 shares; 2025Q1: 654,843 shares; 2025Q2: 655,207 shares; 2025Q3: 669,359 shares; 2025Q4: 682,215 shares; 2026Q1: 715,433 shares 715,433 $22.1M 0.95% +33,218 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; 2024Q2: restricted; 2024Q3: 204,915 shares; 2024Q4: 220,420 shares; 2025Q1: 231,606 shares; 2025Q2: 232,843 shares; 2025Q3: 250,726 shares; 2025Q4: 253,369 shares; 2026Q1: 270,017 shares 270,017 $20.3M 0.87% +16,648 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; 2024Q2: restricted; 2024Q3: 274,177 shares; 2024Q4: 244,011 shares; 2025Q1: 241,889 shares; 2025Q2: 241,723 shares; 2025Q3: 237,989 shares; 2025Q4: 237,451 shares; 2026Q1: 237,109 shares 237,109 $18.9M 0.81% -342 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; 2024Q2: restricted; 2024Q3: 77,849 shares; 2024Q4: 68,950 shares; 2025Q1: 64,647 shares; 2025Q2: 64,151 shares; 2025Q3: 64,113 shares; 2025Q4: 63,945 shares; 2026Q1: 64,074 shares 64,074 $18.4M 0.79% +129 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; 2024Q2: restricted; 2024Q3: 151,175 shares; 2024Q4: 145,529 shares; 2025Q1: 143,009 shares; 2025Q2: 142,773 shares; 2025Q3: 138,300 shares; 2025Q4: 136,002 shares; 2026Q1: 134,957 shares 134,957 $15.9M 0.68% -1,045 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; 2024Q2: restricted; 2024Q3: 456,631 shares; 2024Q4: 433,110 shares; 2025Q1: 420,286 shares; 2025Q2: 415,574 shares; 2025Q3: 415,470 shares; 2025Q4: 399,742 shares; 2026Q1: 425,612 shares 425,612 $15.8M 0.68% +25,870 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; 2024Q2: restricted; 2024Q3: 86,658 shares; 2024Q4: 73,602 shares; 2025Q1: 75,301 shares; 2025Q2: 75,252 shares; 2025Q3: 77,391 shares; 2025Q4: 56,415 shares; 2026Q1: 56,691 shares 56,691 $14.8M 0.64% +276 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,483 shares; 2024Q4: 103,502 shares; 2025Q1: 102,562 shares; 2025Q2: 102,456 shares; 2025Q3: 102,028 shares; 2025Q4: 101,023 shares; 2026Q1: 100,560 shares 100,560 $13.3M 0.57% -463 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; 2024Q2: restricted; 2024Q3: 78,758 shares; 2024Q4: 314,132 shares; 2025Q1: 470,804 shares; 2025Q2: 469,935 shares; 2025Q3: 447,587 shares; 2025Q4: 413,578 shares; 2026Q1: 424,873 shares 424,873 $12.4M 0.53% +11,295 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; 2024Q2: restricted; 2024Q3: 146,676 shares; 2024Q4: 144,857 shares; 2025Q1: 141,223 shares; 2025Q2: 140,735 shares; 2025Q3: 139,686 shares; 2025Q4: 137,113 shares; 2026Q1: 149,210 shares 149,210 $11.3M 0.49% +12,097 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; 2024Q2: restricted; 2024Q3: 22,766 shares; 2024Q4: 19,644 shares; 2025Q1: 18,875 shares; 2025Q2: 18,531 shares; 2025Q3: 18,900 shares; 2025Q4: 17,386 shares; 2026Q1: 17,072 shares 17,072 $11.1M 0.48% -314 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; 2024Q2: restricted; 2024Q3: 129,654 shares; 2024Q4: 129,557 shares; 2025Q1: 129,923 shares; 2025Q2: 129,923 shares; 2025Q3: 136,923 shares; 2025Q4: 140,301 shares; 2026Q1: 149,385 shares 149,385 $9.57M 0.41% +9,084 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,474 shares; 2024Q4: 28,621 shares; 2025Q1: 27,931 shares; 2025Q2: 27,529 shares; 2025Q3: 26,880 shares; 2025Q4: 27,236 shares; 2026Q1: 26,738 shares 26,738 $9.41M 0.4% -498 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,155 shares; 2024Q4: 90,407 shares; 2025Q1: 91,571 shares; 2025Q2: 87,778 shares; 2025Q3: 83,203 shares; 2025Q4: 78,602 shares; 2026Q1: 78,590 shares 78,590 $8.91M 0.38% -12 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; 2024Q2: restricted; 2024Q3: 31,734 shares; 2024Q4: 33,041 shares; 2025Q1: 35,069 shares; 2025Q2: 35,488 shares; 2025Q3: 37,542 shares; 2025Q4: 37,149 shares; 2026Q1: 42,305 shares 42,305 $8.81M 0.38% +5,156 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,607 shares; 2024Q4: 19,122 shares; 2025Q1: 22,109 shares; 2025Q2: 22,112 shares; 2025Q3: 20,271 shares; 2025Q4: 19,807 shares; 2026Q1: 20,206 shares 20,206 $8.62M 0.37% +399 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; 2024Q2: restricted; 2024Q3: 80,851 shares; 2024Q4: 277,858 shares; 2025Q1: 229,957 shares; 2025Q2: 234,214 shares; 2025Q3: 239,076 shares; 2025Q4: 256,676 shares; 2026Q1: 278,431 shares 278,431 $8.49M 0.36% +21,755 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; 2024Q2: restricted; 2024Q3: 84,601 shares; 2024Q4: 79,763 shares; 2025Q1: 89,812 shares; 2025Q2: 89,817 shares; 2025Q3: 87,815 shares; 2025Q4: 87,161 shares; 2026Q1: 85,915 shares 85,915 $8.28M 0.36% -1,246 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; 2024Q2: restricted; 2024Q3: 137,810 shares; 2024Q4: 145,679 shares; 2025Q1: 162,539 shares; 2025Q2: 162,991 shares; 2025Q3: 172,358 shares; 2025Q4: 181,527 shares; 2026Q1: 248,234 shares 248,234 $8.18M 0.35% +66,707 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; 2024Q2: restricted; 2024Q3: 88,518 shares; 2024Q4: 258,691 shares; 2025Q1: 269,581 shares; 2025Q2: 275,207 shares; 2025Q3: 282,621 shares; 2025Q4: 296,372 shares; 2026Q1: 318,037 shares 318,037 $8.15M 0.35% +21,665 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; 2024Q2: restricted; 2024Q3: 27,983 shares; 2024Q4: 26,905 shares; 2025Q1: 24,807 shares; 2025Q2: 24,767 shares; 2025Q3: 25,233 shares; 2025Q4: 17,203 shares; 2026Q1: 16,054 shares 16,054 $7.69M 0.33% -1,149 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 23,378 shares; 2025Q1: 21,833 shares; 2025Q2: 19,850 shares; 2025Q3: 20,347 shares; 2025Q4: 21,236 shares; 2026Q1: 20,790 shares 20,790 $6.43M 0.28% -446 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,395 shares; 2024Q4: 23,611 shares; 2025Q1: 22,861 shares; 2025Q2: 22,853 shares; 2025Q3: 22,771 shares; 2025Q4: 21,945 shares; 2026Q1: 21,917 shares 21,917 $6.22M 0.27% -28 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,815 shares; 2024Q4: 18,418 shares; 2025Q1: 17,835 shares; 2025Q2: 17,627 shares; 2025Q3: 18,240 shares; 2025Q4: 18,084 shares; 2026Q1: 20,739 shares 20,739 $5.96M 0.26% +2,655 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,060 shares; 2024Q4: 21,125 shares; 2025Q1: 21,045 shares; 2025Q2: 21,021 shares; 2025Q3: 22,254 shares; 2025Q4: 21,254 shares; 2026Q1: 20,178 shares 20,178 $5.79M 0.25% -1,076 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; 2024Q2: restricted; 2024Q3: 36,524 shares; 2024Q4: 37,192 shares; 2025Q1: 36,509 shares; 2025Q2: 34,641 shares; 2025Q3: 34,803 shares; 2025Q4: 35,546 shares; 2026Q1: 33,863 shares 33,863 $5.75M 0.25% -1,683 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; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 5,944 shares; 2025Q3: 5,894 shares; 2025Q4: 6,482 shares; 2026Q1: 6,074 shares 6,074 $5.3M 0.23% -408 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; 2024Q2: restricted; 2024Q3: 83,727 shares; 2024Q4: 60,588 shares; 2025Q1: 72,959 shares; 2025Q2: 72,959 shares; 2025Q3: 84,637 shares; 2025Q4: 85,823 shares; 2026Q1: 95,194 shares 95,194 $5.15M 0.22% +9,371 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; 2024Q2: restricted; 2024Q3: 66,915 shares; 2024Q4: 198,841 shares; 2025Q1: 196,668 shares; 2025Q2: 197,128 shares; 2025Q3: 195,872 shares; 2025Q4: 199,576 shares; 2026Q1: 198,650 shares 198,650 $4.99M 0.21% -926 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,533 shares; 2024Q4: 19,712 shares; 2025Q1: 17,648 shares; 2025Q2: 19,086 shares; 2025Q3: 21,853 shares; 2025Q4: 24,697 shares; 2026Q1: 24,814 shares 24,814 $4.33M 0.19% +117 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; 2024Q2: restricted; 2024Q3: 346,426 shares; 2024Q4: 340,028 shares; 2025Q1: 38,122 shares; 2025Q2: 37,141 shares; 2025Q3: 37,347 shares; 2025Q4: 34,684 shares; 2026Q1: 35,024 shares 35,024 $4.21M 0.18% +340 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; 2024Q2: restricted; 2024Q3: 20,560 shares; 2024Q4: 16,252 shares; 2025Q1: 18,441 shares; 2025Q2: 18,513 shares; 2025Q3: 23,824 shares; 2025Q4: 23,899 shares; 2026Q1: 24,167 shares 24,167 $4.04M 0.17% +268 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,790 shares; 2024Q4: 63,321 shares; 2025Q1: 60,232 shares; 2025Q2: 59,985 shares; 2025Q3: 58,159 shares; 2025Q4: 46,358 shares; 2026Q1: 45,234 shares 45,234 $3.92M 0.17% -1,124 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; 2024Q2: restricted; 2024Q3: 22,921 shares; 2024Q4: 20,403 shares; 2025Q1: 21,976 shares; 2025Q2: 21,999 shares; 2025Q3: 21,703 shares; 2025Q4: 20,604 shares; 2026Q1: 18,727 shares 18,727 $3.8M 0.16% -1,877 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; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,969 shares; 2025Q1: 3,914 shares; 2025Q2: 3,964 shares; 2025Q3: 4,811 shares; 2025Q4: 3,895 shares; 2026Q1: 3,955 shares 3,955 $3.64M 0.16% +60 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,210 shares; 2025Q1: 17,901 shares; 2025Q2: 18,113 shares; 2025Q3: 18,633 shares; 2025Q4: 18,110 shares; 2026Q1: 18,301 shares 18,301 $3.53M 0.15% +191 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 14,774 shares; 2025Q1: 13,794 shares; 2025Q2: 13,794 shares; 2025Q3: 13,615 shares; 2025Q4: 13,213 shares; 2026Q1: 13,384 shares 13,384 $3.32M 0.14% +171 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,050 shares; 2024Q4: 35,627 shares; 2025Q1: 39,748 shares; 2025Q2: 39,665 shares; 2025Q3: 38,595 shares; 2025Q4: 37,340 shares; 2026Q1: 37,661 shares 37,661 $3.15M 0.14% +321 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; 2024Q2: restricted; 2024Q3: 420,625 shares; 2024Q4: 420,625 shares; 2025Q1: 420,625 shares; 2025Q2: 417,125 shares; 2025Q3: 367,500 shares; 2025Q4: 367,500 shares; 2026Q1: 367,500 shares 367,500 $3.13M 0.13% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,130 shares; 2025Q2: 94,847 shares; 2025Q3: 98,547 shares; 2025Q4: 108,973 shares; 2026Q1: 105,181 shares 105,181 $2.95M 0.13% -3,792 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; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 12,429 shares; 2025Q1: 12,713 shares; 2025Q2: 12,714 shares; 2025Q3: 12,796 shares; 2025Q4: 11,673 shares; 2026Q1: 11,880 shares 11,880 $2.88M 0.12% +207 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; 2024Q2: restricted; 2024Q3: 102,223 shares; 2024Q4: 102,801 shares; 2025Q1: 101,111 shares; 2025Q2: 100,936 shares; 2025Q3: 99,296 shares; 2025Q4: 97,917 shares; 2026Q1: 98,983 shares 98,983 $2.87M 0.12% +1,066 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; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,624 shares; 2025Q1: 3,810 shares; 2025Q2: 3,901 shares; 2025Q3: 4,467 shares; 2025Q4: 3,943 shares; 2026Q1: 5,009 shares 5,009 $2.87M 0.12% +1,066 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; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 42,702 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 33,571 shares; 2026Q1: 34,015 shares 34,015 $2.79M 0.12% +444 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,513 shares; 2025Q1: 3,915 shares; 2025Q2: 3,915 shares; 2025Q3: 3,915 shares; 2025Q4: 3,912 shares; 2026Q1: 3,932 shares 3,932 $2.79M 0.12% +20 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; 2024Q2: restricted; 2024Q3: 10,131 shares; 2024Q4: 9,749 shares; 2025Q1: 10,205 shares; 2025Q2: 10,236 shares; 2025Q3: 9,929 shares; 2025Q4: 9,043 shares; 2026Q1: 8,425 shares 8,425 $2.77M 0.12% -618 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 21,350 shares; 2025Q1: 56,005 shares; 2025Q2: 20,050 shares; 2025Q3: 16,669 shares; 2025Q4: 26,447 shares; 2026Q1: 12,804 shares 12,804 $2.74M 0.12% -13,643 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,773 shares; 2024Q4: 23,672 shares; 2025Q1: 24,452 shares; 2025Q2: 24,452 shares; 2025Q3: 24,702 shares; 2025Q4: 24,230 shares; 2026Q1: 23,778 shares 23,778 $2.73M 0.12% -452 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; 2024Q2: restricted; 2024Q3: 28,535 shares; 2024Q4: 24,923 shares; 2025Q1: 20,530 shares; 2025Q2: 20,249 shares; 2025Q3: 20,572 shares; 2025Q4: 20,341 shares; 2026Q1: 20,552 shares 20,552 $2.69M 0.12% +211 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; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 13,619 shares; 2025Q1: 14,544 shares; 2025Q2: 14,893 shares; 2025Q3: 16,386 shares; 2025Q4: 15,477 shares; 2026Q1: 16,220 shares 16,220 $2.68M 0.11% +743 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703,563 shares; 2024Q4: 669,239 shares; 2025Q1: 136,608 shares; 2025Q2: 136,144 shares; 2025Q3: 128,606 shares; 2025Q4: 99,438 shares; 2026Q1: 94,145 shares 94,145 $2.64M 0.11% -5,293 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; 2024Q2: restricted; 2024Q3: 8,622 shares; 2024Q4: 7,445 shares; 2025Q1: 8,542 shares; 2025Q2: 8,490 shares; 2025Q3: 8,654 shares; 2025Q4: 8,563 shares; 2026Q1: 8,658 shares 8,658 $2.62M 0.11% +95 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; 2024Q2: restricted; 2024Q3: 182,809 shares; 2024Q4: 139,785 shares; 2025Q1: 130,742 shares; 2025Q2: 130,346 shares; 2025Q3: 129,822 shares; 2025Q4: 119,248 shares; 2026Q1: 113,456 shares 113,456 $2.55M 0.11% -5,792 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,223 shares; 2025Q4: 72,723 shares; 2026Q1: 107,123 shares 107,123 $2.39M 0.1% +34,400 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,128 shares; 2024Q4: 21,704 shares; 2025Q1: 21,081 shares; 2025Q2: 21,081 shares; 2025Q3: 21,453 shares; 2025Q4: 20,522 shares; 2026Q1: 15,957 shares 15,957 $2.35M 0.1% -4,565 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $2.33M 0.1% 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; 2024Q2: restricted; 2024Q3: 22,791 shares; 2024Q4: 22,791 shares; 2025Q1: 22,268 shares; 2025Q2: 22,268 shares; 2025Q3: 22,525 shares; 2025Q4: 22,506 shares; 2026Q1: 22,756 shares 22,756 $2.21M 0.09% +250 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; 2024Q2: restricted; 2024Q3: 64,506 shares; 2024Q4: 64,469 shares; 2025Q1: 64,469 shares; 2025Q2: 64,469 shares; 2025Q3: 63,319 shares; 2025Q4: 63,319 shares; 2026Q1: 63,319 shares 63,319 $2.13M 0.09% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,330 shares; 2024Q4: 45,125 shares; 2025Q1: 46,146 shares; 2025Q2: 46,194 shares; 2025Q3: 44,172 shares; 2025Q4: 46,911 shares; 2026Q1: 41,921 shares 41,921 $2.1M 0.09% -4,990 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; 2024Q2: restricted; 2024Q3: 40,699 shares; 2024Q4: 36,766 shares; 2025Q1: 36,234 shares; 2025Q2: 35,689 shares; 2025Q3: 32,084 shares; 2025Q4: 33,258 shares; 2026Q1: 33,405 shares 33,405 $2.04M 0.09% +147 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; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 5,278 shares; 2025Q1: 5,129 shares; 2025Q2: 5,129 shares; 2025Q3: 5,132 shares; 2025Q4: 5,132 shares; 2026Q1: 5,138 shares 5,138 $2.01M 0.09% +6 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; 2024Q2: restricted; 2024Q3: 9,913 shares; 2024Q4: 9,325 shares; 2025Q1: 8,894 shares; 2025Q2: 8,495 shares; 2025Q3: 8,427 shares; 2025Q4: 7,498 shares; 2026Q1: 7,253 shares 7,253 $1.96M 0.08% -245 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 11,453 shares; 2025Q1: 11,342 shares; 2025Q2: 11,484 shares; 2025Q3: 11,484 shares; 2025Q4: 11,802 shares; 2026Q1: 11,891 shares 11,891 $1.96M 0.08% +89 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,839 shares; 2024Q4: 27,530 shares; 2025Q1: 28,030 shares; 2025Q2: 28,030 shares; 2025Q3: 28,755 shares; 2025Q4: 28,755 shares; 2026Q1: 28,630 shares 28,630 $1.93M 0.08% -125 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; 2024Q2: restricted; 2024Q3: 9,518 shares; 2024Q4: 9,369 shares; 2025Q1: 8,814 shares; 2025Q2: 8,814 shares; 2025Q3: 8,814 shares; 2025Q4: 7,891 shares; 2026Q1: 7,815 shares 7,815 $1.9M 0.08% -76 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,369 shares; 2024Q4: 25,115 shares; 2025Q1: 24,880 shares; 2025Q2: 24,130 shares; 2025Q3: 24,436 shares; 2025Q4: 26,313 shares; 2026Q1: 26,460 shares 26,460 $1.89M 0.08% +147 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; 2024Q2: restricted; 2024Q3: 25,620 shares; 2024Q4: 25,843 shares; 2025Q1: 33,181 shares; 2025Q2: 33,181 shares; 2025Q3: 33,072 shares; 2025Q4: 27,170 shares; 2026Q1: 28,105 shares 28,105 $1.85M 0.08% +935 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 6,516 shares; 2025Q1: 6,816 shares; 2025Q2: 6,300 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,941 shares 4,941 $1.83M 0.08% +191 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; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,400 shares; 2025Q1: 5,896 shares; 2025Q2: 5,785 shares; 2025Q3: 5,859 shares; 2025Q4: 5,549 shares; 2026Q1: 5,603 shares 5,603 $1.78M 0.08% +54 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,838 shares; 2024Q4: 19,849 shares; 2025Q1: 19,730 shares; 2025Q2: 19,741 shares; 2025Q3: 19,691 shares; 2025Q4: 12,112 shares; 2026Q1: 11,751 shares 11,751 $1.78M 0.08% -361 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,316 shares; 2024Q4: 8,866 shares; 2025Q1: 9,036 shares; 2025Q2: 9,036 shares; 2025Q3: 9,036 shares; 2025Q4: 9,036 shares; 2026Q1: 9,040 shares 9,040 $1.71M 0.07% +4 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; 2024Q2: restricted; 2024Q3: 47,558 shares; 2024Q4: 47,277 shares; 2025Q1: 45,149 shares; 2025Q2: 45,149 shares; 2025Q3: 45,149 shares; 2025Q4: 19,851 shares; 2026Q1: 19,820 shares 19,820 $1.63M 0.07% -31 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; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 6,105 shares; 2025Q1: 5,957 shares; 2025Q2: 5,961 shares; 2025Q3: 7,761 shares; 2025Q4: 8,293 shares; 2026Q1: 8,293 shares 8,293 $1.59M 0.07% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,199 shares; 2026Q1: 59,140 shares 59,140 $1.56M 0.07% -59 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; 2024Q2: restricted; 2024Q3: 27,173 shares; 2024Q4: 25,276 shares; 2025Q1: 24,680 shares; 2025Q2: 23,059 shares; 2025Q3: 23,221 shares; 2025Q4: 16,888 shares; 2026Q1: 16,417 shares 16,417 $1.52M 0.07% -471 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,847 shares; 2025Q1: 2,039 shares; 2025Q2: 1,958 shares; 2025Q3: 2,707 shares; 2025Q4: 2,717 shares; 2026Q1: 2,632 shares 2,632 $1.52M 0.07% -85 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 5,552 shares; 2025Q1: 5,039 shares; 2025Q2: 5,043 shares; 2025Q3: 5,596 shares; 2025Q4: 5,484 shares; 2026Q1: 4,957 shares 4,957 $1.5M 0.06% -527 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,556 shares; 2024Q4: 10,556 shares; 2025Q1: 10,556 shares; 2025Q2: 10,556 shares; 2025Q3: 10,556 shares; 2025Q4: 10,556 shares; 2026Q1: 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; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,164 shares; 2025Q1: 1,357 shares; 2025Q2: 1,775 shares; 2025Q3: 1,831 shares; 2025Q4: 1,832 shares; 2026Q1: 1,718 shares 1,718 $1.45M 0.06% -114 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; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 3,644 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,379 shares; 2026Q1: 3,152 shares 3,152 $1.41M 0.06% -227 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; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 3,905 shares; 2025Q1: 4,132 shares; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares; 2025Q4: 4,118 shares; 2026Q1: 4,118 shares 4,118 $1.39M 0.06% 0 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; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,183 shares; 2025Q1: 8,742 shares; 2025Q2: 8,742 shares; 2025Q3: 9,129 shares; 2025Q4: 7,267 shares; 2026Q1: 7,043 shares 7,043 $1.37M 0.06% -224 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; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,137 shares; 2025Q1: 5,592 shares; 2025Q2: 5,472 shares; 2025Q3: 5,481 shares; 2025Q4: 4,975 shares; 2026Q1: 4,593 shares 4,593 $1.33M 0.06% -382 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; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,390 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,255 shares; 2026Q1: 2,215 shares 2,215 $1.32M 0.06% +960 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; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,645 shares; 2025Q1: 3,631 shares; 2025Q2: 3,631 shares; 2025Q3: 3,681 shares; 2025Q4: 3,759 shares; 2026Q1: 3,836 shares 3,836 $1.3M 0.06% +77 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; 2024Q2: restricted; 2024Q3: 47,068 shares; 2024Q4: 91,552 shares; 2025Q1: 95,022 shares; 2025Q2: 91,171 shares; 2025Q3: 91,342 shares; 2025Q4: 45,053 shares; 2026Q1: 44,501 shares 44,501 $1.29M 0.06% -552 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,225 shares; 2025Q1: 10,225 shares; 2025Q2: 10,225 shares; 2025Q3: 10,205 shares; 2025Q4: 10,205 shares; 2026Q1: 10,205 shares 10,205 $1.28M 0.05% 0 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; 2024Q2: restricted; 2024Q3: 53,643 shares; 2024Q4: 53,188 shares; 2025Q1: 53,188 shares; 2025Q2: 52,968 shares; 2025Q3: 52,786 shares; 2025Q4: 22,251 shares; 2026Q1: 21,514 shares 21,514 $1.26M 0.05% -737 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; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,530 shares; 2025Q1: 4,410 shares; 2025Q2: 4,452 shares; 2025Q3: 4,373 shares; 2025Q4: 4,774 shares; 2026Q1: 4,550 shares 4,550 $1.18M 0.05% -224 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,838 shares 31,838 $1.18M 0.05% new Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,505 shares 30,505 $1.14M 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,657 shares; 2024Q4: 81,915 shares; 2025Q1: 73,565 shares; 2025Q2: 72,787 shares; 2025Q3: 73,046 shares; 2025Q4: 66,802 shares; 2026Q1: 23,681 shares 23,681 $1.05M 0.04% -43,121 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; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 797 shares; 2025Q1: 835 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 985 shares; 2026Q1: 1,018 shares 1,018 $1.01M 0.04% +33 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,347 shares 11,347 $977K 0.04% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,388 shares; 2024Q4: 8,388 shares; 2025Q1: 8,864 shares; 2025Q2: 8,664 shares; 2025Q3: 8,304 shares; 2025Q4: 7,725 shares; 2026Q1: 7,725 shares 7,725 $960K 0.04% 0 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; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $929K 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; 2024Q2: restricted; 2024Q3: 25,036 shares; 2024Q4: 25,036 shares; 2025Q1: 25,036 shares; 2025Q2: 25,036 shares; 2025Q3: 25,036 shares; 2025Q4: 25,036 shares; 2026Q1: 25,000 shares 25,000 $925K 0.04% -36 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; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 7,097 shares; 2025Q1: 6,841 shares; 2025Q2: 6,814 shares; 2025Q3: 7,638 shares; 2025Q4: 6,025 shares; 2026Q1: 5,503 shares 5,503 $879K 0.04% -522 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,950 shares; 2025Q1: 46,301 shares; 2025Q2: 46,301 shares; 2025Q3: 23,401 shares; 2025Q4: 31,650 shares; 2026Q1: 33,150 shares 33,150 $859K 0.04% +1,500 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,727 shares; 2024Q4: 6,924 shares; 2025Q1: 6,108 shares; 2025Q2: 6,108 shares; 2025Q3: 6,282 shares; 2025Q4: 5,185 shares; 2026Q1: 4,203 shares 4,203 $833K 0.04% -982 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; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,978 shares; 2025Q1: 3,678 shares; 2025Q2: 2,853 shares; 2025Q3: 1,978 shares; 2025Q4: 2,064 shares; 2026Q1: 2,084 shares 2,084 $799K 0.03% +20 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; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,134 shares; 2025Q1: 1,134 shares; 2025Q2: 1,195 shares; 2025Q3: 1,208 shares; 2025Q4: 1,019 shares; 2026Q1: 890 shares 890 $796K 0.03% -129 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 5,124 shares; 2025Q1: 7,119 shares; 2025Q2: 5,769 shares; 2025Q3: 5,244 shares; 2025Q4: 10,458 shares; 2026Q1: 15,173 shares 15,173 $787K 0.03% +4,715 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; 2024Q2: restricted; 2024Q3: 40,415 shares; 2024Q4: 47,816 shares; 2025Q1: 47,916 shares; 2025Q2: 47,916 shares; 2025Q3: 47,916 shares; 2025Q4: 47,916 shares; 2026Q1: 59,582 shares 59,582 $778K 0.03% +11,666 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; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 401 shares; 2025Q1: 403 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 4,020 shares; 2026Q1: 4,020 shares 4,020 $771K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,306 shares; 2025Q1: 7,306 shares; 2025Q2: 7,306 shares; 2025Q3: 8,225 shares; 2025Q4: 10,380 shares; 2026Q1: 8,134 shares 8,134 $762K 0.03% -2,246 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,700 shares 7,700 $758K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 771 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 612 shares; 2025Q4: 728 shares; 2026Q1: 776 shares 776 $747K 0.03% +48 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; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,311 shares; 2025Q1: 6,014 shares; 2025Q2: 6,014 shares; 2025Q3: 5,979 shares; 2025Q4: 11,958 shares; 2026Q1: 11,748 shares 11,748 $720K 0.03% -210 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; 2024Q2: restricted; 2024Q3: 6,805 shares; 2024Q4: 7,105 shares; 2025Q1: 7,105 shares; 2025Q2: 7,105 shares; 2025Q3: 7,355 shares; 2025Q4: 7,355 shares; 2026Q1: 7,355 shares 7,355 $719K 0.03% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,145 shares; 2025Q3: 3,195 shares; 2025Q4: 5,136 shares; 2026Q1: 9,956 shares 9,956 $716K 0.03% +4,820 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; 2024Q2: restricted; 2024Q3: 29,728 shares; 2024Q4: 86,750 shares; 2025Q1: 89,014 shares; 2025Q2: 89,333 shares; 2025Q3: 89,305 shares; 2025Q4: 19,475 shares; 2026Q1: 23,043 shares 23,043 $707K 0.03% +3,568 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; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 2,788 shares; 2025Q1: 2,090 shares; 2025Q2: 2,098 shares; 2025Q3: 2,100 shares; 2025Q4: 2,069 shares; 2026Q1: 2,032 shares 2,032 $701K 0.03% -37 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 3,597 shares; 2025Q1: 3,395 shares; 2025Q2: 3,389 shares; 2025Q3: 3,079 shares; 2025Q4: 3,183 shares; 2026Q1: 2,903 shares 2,903 $695K 0.03% -280 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 2,126 shares; 2025Q4: 3,244 shares; 2026Q1: 3,727 shares 3,727 $679K 0.03% +483 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; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,300 shares; 2025Q1: 2,995 shares; 2025Q2: 3,490 shares; 2025Q3: 3,458 shares; 2025Q4: 3,601 shares; 2026Q1: 3,567 shares 3,567 $676K 0.03% -34 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,882 shares; 2025Q4: 51,348 shares; 2026Q1: 51,348 shares 51,348 $652K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,552 shares; 2025Q1: 1,696 shares; 2025Q2: 1,573 shares; 2025Q3: 1,704 shares; 2025Q4: 1,741 shares; 2026Q1: 1,760 shares 1,760 $627K 0.03% +19 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; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 1,727 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,491 shares; 2025Q4: 1,683 shares; 2026Q1: 1,765 shares 1,765 $606K 0.03% +82 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; 2024Q2: restricted; 2024Q3: 12,791 shares; 2024Q4: 21,464 shares; 2025Q1: 20,936 shares; 2025Q2: 20,936 shares; 2025Q3: 21,096 shares; 2025Q4: 11,188 shares; 2026Q1: 11,188 shares 11,188 $597K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,205 shares; 2025Q1: 1,174 shares; 2025Q2: 1,169 shares; 2025Q3: 1,304 shares; 2025Q4: 1,235 shares; 2026Q1: 1,186 shares 1,186 $593K 0.03% -49 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,787 shares; 2026Q1: 11,956 shares 11,956 $592K 0.03% +2,169 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,322 shares 10,322 $586K 0.03% new 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; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,769 shares; 2025Q1: 1,718 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares 1,572 $578K 0.02% 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; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,903 shares; 2025Q3: 2,900 shares; 2025Q4: 1,898 shares; 2026Q1: 1,898 shares 1,898 $577K 0.02% 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; 2024Q2: restricted; 2024Q3: 32,913 shares; 2024Q4: 28,731 shares; 2025Q1: 25,068 shares; 2025Q2: 19,974 shares; 2025Q3: 19,974 shares; 2025Q4: 19,850 shares; 2026Q1: 19,959 shares 19,959 $573K 0.02% +109 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; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 582 shares; 2025Q1: 478 shares; 2025Q2: 7,140 shares; 2025Q3: 7,260 shares; 2025Q4: 6,181 shares; 2026Q1: 6,181 shares 6,181 $571K 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; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 4,716 shares; 2025Q1: 1,059 shares; 2025Q2: 1,022 shares; 2025Q3: 1,019 shares; 2025Q4: 1,396 shares; 2026Q1: 1,321 shares 1,321 $568K 0.02% -75 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; 2024Q2: restricted; 2024Q3: 7,315 shares; 2024Q4: 7,245 shares; 2025Q1: 7,011 shares; 2025Q2: 6,995 shares; 2025Q3: 6,956 shares; 2025Q4: 5,819 shares; 2026Q1: 5,827 shares 5,827 $562K 0.02% +8 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,305 shares; 2025Q1: 5,326 shares; 2025Q2: 10,652 shares; 2025Q3: 11,244 shares; 2025Q4: 8,896 shares; 2026Q1: 11,554 shares 11,554 $536K 0.02% +2,658 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,968 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,909 shares; 2025Q4: 1,714 shares; 2026Q1: 1,628 shares 1,628 $535K 0.02% -86 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; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 5,440 shares; 2025Q1: 5,440 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares; 2025Q4: 3,599 shares; 2026Q1: 4,506 shares 4,506 $535K 0.02% +907 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 4,121 shares; 2025Q1: 4,113 shares; 2025Q2: 4,113 shares; 2025Q3: 4,113 shares; 2025Q4: 4,096 shares; 2026Q1: 4,096 shares 4,096 $525K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,887 shares; 2025Q1: 9,251 shares; 2025Q2: 9,089 shares; 2025Q3: 8,478 shares; 2025Q4: 7,646 shares; 2026Q1: 5,317 shares 5,317 $523K 0.02% -2,329 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,075 shares; 2025Q2: 3,933 shares; 2025Q3: 3,983 shares; 2025Q4: 4,044 shares; 2026Q1: 4,091 shares 4,091 $518K 0.02% +47 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 2,490 shares; 2025Q4: 2,592 shares; 2026Q1: 2,630 shares 2,630 $515K 0.02% +38 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; 2024Q2: restricted; 2024Q3: 8,731 shares; 2024Q4: 8,754 shares; 2025Q1: 8,754 shares; 2025Q2: 7,981 shares; 2025Q3: 7,481 shares; 2025Q4: 7,481 shares; 2026Q1: 7,481 shares 7,481 $510K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,457 shares; 2025Q1: 1,247 shares; 2025Q2: 1,322 shares; 2025Q3: 1,312 shares; 2025Q4: 1,261 shares; 2026Q1: 1,126 shares 1,126 $501K 0.02% -135 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 909 shares; 2026Q1: 909 shares 909 $499K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 867 shares; 2025Q1: 893 shares; 2025Q2: 788 shares; 2025Q3: 765 shares; 2025Q4: 1,056 shares; 2026Q1: 975 shares 975 $483K 0.02% -81 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; 2024Q2: restricted; 2024Q3: 417,326 shares; 2024Q4: 356,382 shares; 2025Q1: 273,782 shares; 2025Q2: 273,782 shares; 2025Q3: 273,782 shares; 2025Q4: 36,542 shares; 2026Q1: 48,042 shares 48,042 $475K 0.02% +11,500 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,376 shares; 2024Q4: 6,891 shares; 2025Q1: 6,268 shares; 2025Q2: 6,237 shares; 2025Q3: 6,229 shares; 2025Q4: 5,801 shares; 2026Q1: 5,593 shares 5,593 $472K 0.02% -208 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,109 shares; 2025Q1: 3,236 shares; 2025Q2: 3,236 shares; 2025Q3: 3,237 shares; 2025Q4: 3,228 shares; 2026Q1: 3,229 shares 3,229 $471K 0.02% +1 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; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,216 shares; 2025Q1: 2,193 shares; 2025Q2: 2,179 shares; 2025Q3: 2,491 shares; 2025Q4: 2,164 shares; 2026Q1: 2,148 shares 2,148 $462K 0.02% -16 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 240 shares; 2025Q4: 239 shares; 2026Q1: 239 shares 239 $457K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,283 shares; 2025Q3: 2,991 shares; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares 2,436 $444K 0.02% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares; 2025Q4: 9,750 shares; 2026Q1: 9,750 shares 9,750 $444K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,719 shares; 2025Q1: 3,877 shares; 2025Q2: 3,877 shares; 2025Q3: 3,799 shares; 2025Q4: 3,714 shares; 2026Q1: 3,969 shares 3,969 $435K 0.02% +255 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; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 12,720 shares; 2025Q1: 12,720 shares; 2025Q2: 12,720 shares; 2025Q3: 12,720 shares; 2025Q4: 20,537 shares; 2026Q1: 20,496 shares 20,496 $424K 0.02% -41 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; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,167 shares; 2026Q1: 2,167 shares 2,167 $423K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 2,242 shares; 2025Q4: 1,912 shares; 2026Q1: 1,924 shares 1,924 $421K 0.02% +12 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; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 4,330 shares; 2025Q1: 6,634 shares; 2025Q2: 6,628 shares; 2025Q3: 6,616 shares; 2025Q4: 5,606 shares; 2026Q1: 5,576 shares 5,576 $420K 0.02% -30 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; 2024Q2: restricted; 2024Q3: 60,501 shares; 2024Q4: 58,844 shares; 2025Q1: 32,961 shares; 2025Q2: 33,002 shares; 2025Q3: 30,965 shares; 2025Q4: 31,091 shares; 2026Q1: 21,471 shares 21,471 $414K 0.02% -9,620 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,640 shares; 2025Q1: 2,837 shares; 2025Q2: 2,837 shares; 2025Q3: 3,072 shares; 2025Q4: 2,999 shares; 2026Q1: 2,797 shares 2,797 $406K 0.02% -202 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 7,135 shares 7,135 $396K 0.02% +135 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; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 4,292 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,585 shares; 2026Q1: 3,017 shares 3,017 $395K 0.02% -568 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; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 6,349 shares; 2025Q1: 6,314 shares; 2025Q2: 6,314 shares; 2025Q3: 7,517 shares; 2025Q4: 7,687 shares; 2026Q1: 7,683 shares 7,683 $379K 0.02% -4 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,345 shares; 2025Q4: 6,845 shares; 2026Q1: 6,845 shares 6,845 $373K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,551 shares; 2025Q3: 1,540 shares; 2025Q4: 1,535 shares; 2026Q1: 1,320 shares 1,320 $371K 0.02% -215 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; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,546 shares; 2025Q1: 2,512 shares; 2025Q2: 2,512 shares; 2025Q3: 2,512 shares; 2025Q4: 2,504 shares; 2026Q1: 2,478 shares 2,478 $367K 0.02% -26 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; 2024Q2: restricted; 2024Q3: 9,141 shares; 2024Q4: 5,550 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $358K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,280 shares; 2025Q1: 6,280 shares; 2025Q2: 6,280 shares; 2025Q3: 6,298 shares; 2025Q4: 6,301 shares; 2026Q1: 6,298 shares 6,298 $355K 0.02% -3 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: 325 shares 325 $355K 0.02% -76 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,800 shares; 2025Q2: 3,806 shares; 2025Q3: 3,811 shares; 2025Q4: 3,817 shares; 2026Q1: 3,825 shares 3,825 $354K 0.02% +8 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,226 shares; 2025Q3: 2,152 shares; 2025Q4: 3,160 shares; 2026Q1: 3,012 shares 3,012 $330K 0.01% -148 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,756 shares; 2025Q2: 19,756 shares; 2025Q3: 19,756 shares; 2025Q4: 19,756 shares; 2026Q1: 19,756 shares 19,756 $330K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,282 shares; 2025Q1: 2,918 shares; 2025Q2: 2,555 shares; 2025Q3: 2,465 shares; 2025Q4: 2,577 shares; 2026Q1: 3,585 shares 3,585 $330K 0.01% +1,008 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 920 shares; 2026Q1: 960 shares 960 $328K 0.01% +40 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,165 shares; 2025Q2: 1,169 shares; 2025Q3: 1,173 shares; 2025Q4: 1,082 shares; 2026Q1: 1,108 shares 1,108 $327K 0.01% +26 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,170 shares; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 785 shares; 2025Q4: 812 shares; 2026Q1: 864 shares 864 $321K 0.01% +52 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,395 shares; 2025Q1: 1,331 shares; 2025Q2: 1,424 shares; 2025Q3: 1,619 shares; 2025Q4: 1,620 shares; 2026Q1: 1,366 shares 1,366 $319K 0.01% -254 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 3,964 shares; 2025Q1: 3,339 shares; 2025Q2: 3,383 shares; 2025Q3: 3,330 shares; 2025Q4: 3,321 shares; 2026Q1: 3,321 shares 3,321 $309K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,274 shares; 2024Q4: 9,274 shares; 2025Q1: 9,274 shares; 2025Q2: 9,230 shares; 2025Q3: 9,230 shares; 2025Q4: 7,430 shares; 2026Q1: 7,430 shares 7,430 $305K 0.01% 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; 2024Q2: restricted; 2024Q3: 6,272 shares; 2024Q4: 4,699 shares; 2025Q1: 4,683 shares; 2025Q2: 4,683 shares; 2025Q3: 4,681 shares; 2025Q4: 4,600 shares; 2026Q1: 4,278 shares 4,278 $305K 0.01% -322 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; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,282 shares; 2025Q4: 3,282 shares; 2026Q1: 3,282 shares 3,282 $301K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,905 shares; 2025Q1: 2,897 shares; 2025Q2: 2,892 shares; 2025Q3: 3,030 shares; 2025Q4: 2,686 shares; 2026Q1: 2,272 shares 2,272 $298K 0.01% -414 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,871 shares; 2025Q3: 1,816 shares; 2025Q4: 2,145 shares; 2026Q1: 2,026 shares 2,026 $296K 0.01% -119 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,360 shares; 2024Q4: 61,085 shares; 2025Q1: 45,815 shares; 2025Q2: 34,180 shares; 2025Q3: 33,885 shares; 2025Q4: 22,462 shares; 2026Q1: 21,867 shares 21,867 $295K 0.01% -595 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 2,671 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,057 shares 3,057 $295K 0.01% new 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; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares 2,044 $293K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,095 shares; 2026Q1: 3,184 shares 3,184 $290K 0.01% -911 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,316 shares; 2024Q4: 8,316 shares; 2025Q1: 8,316 shares; 2025Q2: 8,316 shares; 2025Q3: 8,316 shares; 2025Q4: 8,316 shares; 2026Q1: 8,316 shares 8,316 $287K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 622 shares; 2025Q1: 302 shares; 2025Q2: 297 shares; 2025Q3: 272 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $284K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 1,568 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,541 shares; 2025Q4: 1,535 shares; 2026Q1: 1,534 shares 1,534 $281K 0.01% -1 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 3,018 shares 3,018 $280K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 885 shares 885 $278K 0.01% +30 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; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,273 shares; 2025Q1: 1,273 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,277 shares; 2026Q1: 1,270 shares 1,270 $275K 0.01% -7 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,630 shares; 2026Q1: 3,637 shares 3,637 $273K 0.01% +7 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares; 2026Q1: 1,242 shares 1,242 $269K 0.01% -177 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; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,414 shares; 2025Q1: 2,199 shares; 2025Q2: 1,434 shares; 2025Q3: 1,036 shares; 2025Q4: 910 shares; 2026Q1: 911 shares 911 $267K 0.01% +1 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; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,662 shares; 2025Q4: 3,662 shares; 2026Q1: 3,662 shares 3,662 $266K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,792 shares; 2025Q4: not reported; 2026Q1: 1,950 shares 1,950 $265K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,755 shares; 2025Q2: 5,789 shares; 2025Q3: 5,823 shares; 2025Q4: 5,876 shares; 2026Q1: 5,926 shares 5,926 $263K 0.01% +50 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; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 1,944 shares; 2025Q3: 1,944 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares 1,338 $262K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 7,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,553 shares; 2025Q4: 6,353 shares; 2026Q1: 5,509 shares 5,509 $259K 0.01% -844 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,592 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares 1,733 $251K 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; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: not reported; 2025Q1: 3,473 shares; 2025Q2: 3,442 shares; 2025Q3: 3,598 shares; 2025Q4: 3,448 shares; 2026Q1: 3,448 shares 3,448 $248K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 212 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares 2,550 $245K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 678 shares 678 $242K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,735 shares 1,735 $242K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,586 shares; 2025Q2: 6,586 shares; 2025Q3: 6,586 shares; 2025Q4: 6,586 shares; 2026Q1: 6,586 shares 6,586 $238K 0.01% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $235K 0.01% new 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; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2,936 shares; 2025Q1: 2,698 shares; 2025Q2: 2,708 shares; 2025Q3: 1,918 shares; 2025Q4: 1,152 shares; 2026Q1: 1,178 shares 1,178 $234K 0.01% +26 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares 728 $234K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,017 shares 2,017 $233K 0.01% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,614 shares 20,614 $233K 0.01% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares 3,221 $224K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,257 shares; 2025Q1: 4,257 shares; 2025Q2: 4,257 shares; 2025Q3: 4,257 shares; 2025Q4: 4,257 shares; 2026Q1: 4,257 shares 4,257 $224K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $223K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 605 shares; 2025Q4: 603 shares; 2026Q1: 610 shares 610 $222K 0.01% +7 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,108 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,275 shares 6,275 $221K 0.01% new 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; 2024Q2: restricted; 2024Q3: 43,384 shares; 2024Q4: 83,118 shares; 2025Q1: 66,277 shares; 2025Q2: 16,307 shares; 2025Q3: 16,143 shares; 2025Q4: not reported; 2026Q1: 5,643 shares 5,643 $212K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: not reported; 2026Q1: 1,813 shares 1,813 $209K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844 shares 844 $209K 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; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 431 shares; 2025Q4: 664 shares; 2026Q1: 419 shares 419 $206K 0.01% -245 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 451 shares; 2026Q1: 446 shares 446 $206K 0.01% -5 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 492 shares 492 $205K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297 shares 297 $203K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $202K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 824 shares 824 $201K 0.01% new 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; 2024Q2: restricted; 2024Q3: 54,758 shares; 2024Q4: 54,758 shares; 2025Q1: 54,758 shares; 2025Q2: 54,758 shares; 2025Q3: 54,758 shares; 2025Q4: not reported; 2026Q1: 2,278 shares 2,278 $201K 0.01% new 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; 2024Q2: restricted; 2024Q3: 21,759 shares; 2024Q4: 26,332 shares; 2025Q1: 26,332 shares; 2025Q2: 26,056 shares; 2025Q3: 15,411 shares; 2025Q4: 15,352 shares; 2026Q1: 15,325 shares 15,325 $177K 0.01% -27 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares; 2026Q1: 14,100 shares 14,100 $112K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,824 shares; 2025Q3: 17,824 shares; 2025Q4: 19,824 shares; 2026Q1: 19,824 shares 19,824 $109K <0.01% 0 Timeline