MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 222,490 shares; 2023Q4: 206,990 shares; 2024Q1: 206,569 shares; 2024Q2: 209,333 shares; 2024Q3: 208,412 shares; 2024Q4: 208,889 shares 208,889 $45.9M 2.6% +477 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 120,100 shares; 2023Q4: 116,529 shares; 2024Q1: 87,134 shares; 2024Q2: 75,704 shares; 2024Q3: 68,746 shares; 2024Q4: 69,397 shares 69,397 $42.3M 2.39% +651 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 117,038 shares; 2023Q4: 130,865 shares; 2024Q1: 156,344 shares; 2024Q2: 191,635 shares; 2024Q3: 188,564 shares; 2024Q4: 202,648 shares 202,648 $37.2M 2.11% +14,084 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,601 shares; 2023Q4: 21,766 shares; 2024Q1: 57,004 shares; 2024Q2: 54,946 shares; 2024Q3: 54,041 shares; 2024Q4: 55,142 shares 55,142 $30.7M 1.74% +1,101 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 627,359 shares; 2023Q4: 589,566 shares; 2024Q1: 581,016 shares; 2024Q2: 591,885 shares; 2024Q3: 576,622 shares; 2024Q4: 604,662 shares 604,662 $29.9M 1.69% +28,040 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 135,064 shares; 2023Q4: 135,196 shares; 2024Q1: 141,811 shares; 2024Q2: 144,357 shares; 2024Q3: 140,592 shares; 2024Q4: 150,811 shares 150,811 $29.3M 1.66% +10,219 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 516,793 shares; 2023Q4: 479,161 shares; 2024Q1: 612,629 shares; 2024Q2: 586,632 shares; 2024Q3: 691,622 shares; 2024Q4: 636,275 shares 636,275 $28.8M 1.63% -55,347 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 230,905 shares; 2023Q4: 230,447 shares; 2024Q1: 237,239 shares; 2024Q2: 224,682 shares; 2024Q3: 265,140 shares; 2024Q4: 303,740 shares 303,740 $27.9M 1.58% +38,600 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,613 shares; 2023Q4: 23,509 shares; 2024Q1: 25,028 shares; 2024Q2: 270,120 shares; 2024Q3: 274,878 shares; 2024Q4: 277,827 shares 277,827 $26.1M 1.48% +2,949 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,823 shares; 2023Q4: 52,300 shares; 2024Q1: 55,026 shares; 2024Q2: 56,529 shares; 2024Q3: 55,858 shares; 2024Q4: 57,131 shares 57,131 $25.5M 1.44% +1,273 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 254,984 shares; 2023Q4: 241,114 shares; 2024Q1: 241,709 shares; 2024Q2: 238,774 shares; 2024Q3: 234,970 shares; 2024Q4: 247,097 shares 247,097 $24M 1.36% +12,127 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 105,070 shares; 2023Q4: 99,119 shares; 2024Q1: 90,938 shares; 2024Q2: 89,539 shares; 2024Q3: 85,155 shares; 2024Q4: 82,336 shares 82,336 $22.8M 1.29% -2,819 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,048 shares; 2023Q4: 92,384 shares; 2024Q1: 94,083 shares; 2024Q2: 95,046 shares; 2024Q3: 95,484 shares; 2024Q4: 91,225 shares 91,225 $21.4M 1.21% -4,259 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,380 shares; 2023Q4: 49,477 shares; 2024Q1: 133,734 shares; 2024Q2: 192,547 shares; 2024Q3: 193,836 shares; 2024Q4: 182,989 shares 182,989 $19.4M 1.1% -10,847 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 152,314 shares; 2023Q4: 199,294 shares; 2024Q1: 190,979 shares; 2024Q2: 181,671 shares; 2024Q3: 174,178 shares; 2024Q4: 636,848 shares 636,848 $18.4M 1.04% +462,670 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 308,680 shares; 2024Q2: 346,679 shares; 2024Q3: 350,554 shares; 2024Q4: 343,279 shares 343,279 $18.2M 1.03% -7,275 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,102 shares; 2023Q4: 21,168 shares; 2024Q1: 149,487 shares; 2024Q2: 158,919 shares; 2024Q3: 153,570 shares; 2024Q4: 158,506 shares 158,506 $17M 0.96% +4,936 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 75,956 shares; 2023Q4: 74,527 shares; 2024Q1: 78,374 shares; 2024Q2: 77,502 shares; 2024Q3: 77,718 shares; 2024Q4: 78,073 shares 78,073 $15.5M 0.88% +355 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 37,670 shares; 2023Q4: 37,239 shares; 2024Q1: 35,039 shares; 2024Q2: 35,047 shares; 2024Q3: 33,625 shares; 2024Q4: 33,238 shares 33,238 $14.1M 0.8% -387 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 59,758 shares; 2023Q4: 79,777 shares; 2024Q1: 73,097 shares; 2024Q2: 69,100 shares; 2024Q3: 72,021 shares; 2024Q4: 75,419 shares 75,419 $13.7M 0.77% +3,398 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 69,942 shares; 2024Q1: 206,241 shares; 2024Q2: 205,900 shares; 2024Q3: 194,467 shares; 2024Q4: 260,969 shares 260,969 $13.7M 0.77% +66,502 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,608 shares; 2023Q4: 42,191 shares; 2024Q1: 40,946 shares; 2024Q2: 41,221 shares; 2024Q3: 40,949 shares; 2024Q4: 42,897 shares 42,897 $12.9M 0.73% +1,948 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 129,348 shares; 2023Q4: 126,199 shares; 2024Q1: 117,148 shares; 2024Q2: 112,694 shares; 2024Q3: 107,216 shares; 2024Q4: 105,010 shares 105,010 $12.5M 0.71% -2,206 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 207,807 shares; 2023Q4: 201,747 shares; 2024Q1: 217,820 shares; 2024Q2: 230,566 shares; 2024Q3: 223,852 shares; 2024Q4: 246,949 shares 246,949 $12.1M 0.68% +23,097 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91,920 shares; 2023Q4: 115,404 shares; 2024Q1: 94,794 shares; 2024Q2: 103,710 shares; 2024Q3: 117,205 shares; 2024Q4: 111,949 shares 111,949 $12M 0.68% -5,256 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 169,023 shares; 2023Q4: 203,177 shares; 2024Q1: 223,736 shares; 2024Q2: 226,842 shares; 2024Q3: 215,064 shares; 2024Q4: 159,141 shares 159,141 $11.5M 0.65% -55,923 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,404 shares; 2023Q4: 31,502 shares; 2024Q1: 32,505 shares; 2024Q2: 38,270 shares; 2024Q3: 150,387 shares; 2024Q4: 228,332 shares 228,332 $11.5M 0.65% +77,945 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 96,948 shares; 2023Q4: 60,777 shares; 2024Q1: 65,926 shares; 2024Q2: 100,680 shares; 2024Q3: 92,381 shares; 2024Q4: 111,827 shares 111,827 $11.3M 0.64% +19,446 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,135 shares; 2023Q4: 99,711 shares; 2024Q1: 108,184 shares; 2024Q2: 115,510 shares; 2024Q3: 123,493 shares; 2024Q4: 401,365 shares 401,365 $11.2M 0.63% +277,872 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 223,631 shares; 2023Q4: 183,407 shares; 2024Q1: 133,685 shares; 2024Q2: 84,154 shares; 2024Q3: 189,989 shares; 2024Q4: 207,798 shares 207,798 $11.2M 0.63% +17,809 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 240,905 shares; 2023Q4: 238,837 shares; 2024Q1: 240,125 shares; 2024Q2: 246,850 shares; 2024Q3: 235,399 shares; 2024Q4: 249,569 shares 249,569 $11M 0.62% +14,170 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 208,479 shares; 2023Q4: 225,268 shares; 2024Q1: 231,063 shares; 2024Q2: 226,939 shares; 2024Q3: 216,515 shares; 2024Q4: 183,266 shares 183,266 $11M 0.62% -33,249 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,280 shares; 2023Q4: 54,298 shares; 2024Q1: 67,485 shares; 2024Q2: 73,481 shares; 2024Q3: 79,883 shares; 2024Q4: 75,151 shares 75,151 $10.7M 0.6% -4,732 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,055 shares; 2023Q4: 33,248 shares; 2024Q1: 20,105 shares; 2024Q2: 34,618 shares; 2024Q3: 35,536 shares; 2024Q4: 43,168 shares 43,168 $10.4M 0.59% +7,632 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,047 shares; 2023Q4: 15,742 shares; 2024Q1: 49,963 shares; 2024Q2: 49,760 shares; 2024Q3: 53,260 shares; 2024Q4: 51,918 shares 51,918 $10.1M 0.57% -1,342 Timeline PSI 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64,826 shares; 2023Q4: 65,625 shares; 2024Q1: 66,670 shares; 2024Q2: 149,315 shares; 2024Q3: 162,486 shares; 2024Q4: 154,354 shares 154,354 $10M 0.57% -8,132 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,202 shares; 2023Q4: 20,132 shares; 2024Q1: 20,272 shares; 2024Q2: 19,668 shares; 2024Q3: 18,815 shares; 2024Q4: 18,343 shares 18,343 $9.68M 0.55% -472 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,986 shares; 2023Q4: 35,777 shares; 2024Q1: 111,593 shares; 2024Q2: 105,863 shares; 2024Q3: 102,517 shares; 2024Q4: 98,677 shares 98,677 $9.2M 0.52% -3,840 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 106,549 shares; 2023Q4: 105,498 shares; 2024Q1: 108,398 shares; 2024Q2: 113,904 shares; 2024Q3: 109,352 shares; 2024Q4: 118,696 shares 118,696 $9.18M 0.52% +9,344 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,913 shares; 2023Q4: 16,010 shares; 2024Q1: 17,341 shares; 2024Q2: 17,707 shares; 2024Q3: 18,087 shares; 2024Q4: 19,247 shares 19,247 $8.86M 0.5% +1,160 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,288 shares; 2023Q4: 53,624 shares; 2024Q1: 51,157 shares; 2024Q2: 53,219 shares; 2024Q3: 49,856 shares; 2024Q4: 49,091 shares 49,091 $8.64M 0.49% -765 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,756 shares; 2023Q4: 13,952 shares; 2024Q1: 13,442 shares; 2024Q2: 14,585 shares; 2024Q3: 13,869 shares; 2024Q4: 13,884 shares 13,884 $8.45M 0.48% +15 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,152 shares; 2023Q4: 29,782 shares; 2024Q1: 29,236 shares; 2024Q2: 28,608 shares; 2024Q3: 26,429 shares; 2024Q4: 25,679 shares 25,679 $8.31M 0.47% -750 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 143,051 shares; 2023Q4: 134,169 shares; 2024Q1: 122,067 shares; 2024Q2: 167,094 shares; 2024Q3: 173,838 shares; 2024Q4: 319,460 shares 319,460 $8.15M 0.46% +145,622 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,789 shares; 2023Q4: 17,937 shares; 2024Q1: 42,283 shares; 2024Q2: 51,064 shares; 2024Q3: 63,894 shares; 2024Q4: 77,022 shares 77,022 $8M 0.45% +13,128 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,870 shares; 2023Q4: 19,388 shares; 2024Q1: 19,885 shares; 2024Q2: 19,897 shares; 2024Q3: 19,223 shares; 2024Q4: 19,356 shares 19,356 $7.94M 0.45% +133 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,011 shares; 2023Q4: 35,125 shares; 2024Q1: 91,443 shares; 2024Q2: 93,211 shares; 2024Q3: 120,349 shares; 2024Q4: 137,897 shares 137,897 $7.87M 0.45% +17,548 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,806 shares; 2023Q4: 7,019 shares; 2024Q1: 7,056 shares; 2024Q2: 10,045 shares; 2024Q3: 11,639 shares; 2024Q4: 12,365 shares 12,365 $7.71M 0.44% +726 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 340,278 shares; 2023Q4: 374,921 shares; 2024Q1: 391,396 shares; 2024Q2: 393,702 shares; 2024Q3: 418,306 shares; 2024Q4: 506,538 shares 506,538 $7.42M 0.42% +88,232 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,482 shares; 2023Q4: 30,275 shares; 2024Q1: 199,197 shares; 2024Q2: 189,172 shares; 2024Q3: 179,668 shares; 2024Q4: 191,672 shares 191,672 $7.25M 0.41% +12,004 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 85,608 shares; 2023Q4: 86,397 shares; 2024Q1: 90,751 shares; 2024Q2: 93,208 shares; 2024Q3: 85,552 shares; 2024Q4: 88,096 shares 88,096 $7.16M 0.4% +2,544 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,605 shares; 2023Q4: 28,046 shares; 2024Q1: 28,535 shares; 2024Q2: 27,714 shares; 2024Q3: 26,059 shares; 2024Q4: 26,916 shares 26,916 $7.11M 0.4% +857 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 65,239 shares; 2023Q4: 66,323 shares; 2024Q1: 76,141 shares; 2024Q2: 78,186 shares; 2024Q3: 79,377 shares; 2024Q4: 98,539 shares 98,539 $7.1M 0.4% +19,162 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 133,944 shares; 2023Q4: 137,490 shares; 2024Q1: 134,283 shares; 2024Q2: 132,669 shares; 2024Q3: 125,793 shares; 2024Q4: 116,577 shares 116,577 $6.8M 0.38% -9,216 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 82,100 shares; 2024Q2: 85,887 shares; 2024Q3: 84,305 shares; 2024Q4: 84,492 shares 84,492 $6.66M 0.38% +187 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 37,125 shares; 2023Q4: 50,071 shares; 2024Q1: 43,780 shares; 2024Q2: 64,181 shares; 2024Q3: 75,237 shares; 2024Q4: 72,311 shares 72,311 $6.64M 0.38% -2,926 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 80,361 shares; 2023Q4: 81,457 shares; 2024Q1: 85,501 shares; 2024Q2: 87,240 shares; 2024Q3: 89,316 shares; 2024Q4: 109,343 shares 109,343 $6.6M 0.37% +20,027 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 37,177 shares; 2023Q4: 41,636 shares; 2024Q1: 42,991 shares; 2024Q2: 44,043 shares; 2024Q3: 34,382 shares; 2024Q4: 36,753 shares 36,753 $6.58M 0.37% +2,371 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,981 shares; 2023Q4: 23,972 shares; 2024Q1: 26,937 shares; 2024Q2: 20,791 shares; 2024Q3: 19,615 shares; 2024Q4: 19,021 shares 19,021 $6.44M 0.36% -594 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,876 shares; 2023Q4: 18,226 shares; 2024Q1: 46,600 shares; 2024Q2: 47,558 shares; 2024Q3: 47,438 shares; 2024Q4: 48,686 shares 48,686 $6.43M 0.36% +1,248 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87,036 shares; 2023Q4: 84,177 shares; 2024Q1: 91,666 shares; 2024Q2: 139,940 shares; 2024Q3: 143,982 shares; 2024Q4: 148,369 shares 148,369 $6.4M 0.36% +4,387 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 71,004 shares; 2023Q4: 67,332 shares; 2024Q1: 75,439 shares; 2024Q2: 79,161 shares; 2024Q3: 77,216 shares; 2024Q4: 84,866 shares 84,866 $6.34M 0.36% +7,650 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,084 shares; 2023Q4: 11,204 shares; 2024Q1: 12,237 shares; 2024Q2: 12,114 shares; 2024Q3: 11,818 shares; 2024Q4: 11,790 shares 11,790 $6.13M 0.35% -28 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,977 shares; 2023Q4: 28,480 shares; 2024Q1: 28,826 shares; 2024Q2: 28,107 shares; 2024Q3: 24,999 shares; 2024Q4: 22,630 shares 22,630 $6.1M 0.34% -2,369 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,289 shares; 2023Q4: 7,429 shares; 2024Q1: 7,390 shares; 2024Q2: 6,535 shares; 2024Q3: 6,019 shares; 2024Q4: 6,452 shares 6,452 $6.1M 0.34% +433 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 377 shares; 2023Q4: 377 shares; 2024Q1: 16,045 shares; 2024Q2: 19,674 shares; 2024Q3: 21,323 shares; 2024Q4: 22,272 shares 22,272 $6.05M 0.34% +949 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,562 shares; 2023Q4: 10,161 shares; 2024Q1: 10,068 shares; 2024Q2: 14,333 shares; 2024Q3: 10,427 shares; 2024Q4: 10,878 shares 10,878 $6M 0.34% +451 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,872 shares; 2023Q4: 33,016 shares; 2024Q1: 44,194 shares; 2024Q2: 17,154 shares; 2024Q3: 16,220 shares; 2024Q4: 23,296 shares 23,296 $5.85M 0.33% +7,076 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,337 shares; 2023Q4: 42,995 shares; 2024Q1: 41,931 shares; 2024Q2: 41,974 shares; 2024Q3: 42,422 shares; 2024Q4: 42,458 shares 42,458 $5.66M 0.32% +36 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,632 shares; 2023Q4: 2,979 shares; 2024Q1: 11,748 shares; 2024Q2: 12,128 shares; 2024Q3: 12,560 shares; 2024Q4: 12,796 shares 12,796 $5.65M 0.32% +236 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,747 shares; 2023Q4: 42,666 shares; 2024Q1: 43,557 shares; 2024Q2: 42,285 shares; 2024Q3: 33,192 shares; 2024Q4: 33,610 shares 33,610 $5.57M 0.32% +418 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 88,013 shares; 2023Q4: 84,478 shares; 2024Q1: 71,188 shares; 2024Q2: 69,042 shares; 2024Q3: 62,276 shares; 2024Q4: 63,063 shares 63,063 $5.52M 0.31% +787 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,694 shares; 2023Q4: 17,125 shares; 2024Q1: 17,316 shares; 2024Q2: 33,067 shares; 2024Q3: 38,193 shares; 2024Q4: 44,649 shares 44,649 $5.51M 0.31% +6,456 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,340 shares; 2023Q4: 10,606 shares; 2024Q1: 10,692 shares; 2024Q2: 10,647 shares; 2024Q3: 10,022 shares; 2024Q4: 9,580 shares 9,580 $5.5M 0.31% -442 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 114,940 shares; 2023Q4: 112,813 shares; 2024Q1: 119,473 shares; 2024Q2: 121,984 shares; 2024Q3: 113,477 shares; 2024Q4: 119,782 shares 119,782 $5.43M 0.31% +6,305 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,837 shares; 2023Q4: 33,592 shares; 2024Q1: 47,576 shares; 2024Q2: 50,441 shares; 2024Q3: 74,667 shares; 2024Q4: 81,267 shares 81,267 $5.4M 0.31% +6,600 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,508 shares; 2023Q4: 1,706 shares; 2024Q1: 2,105 shares; 2024Q2: 2,421 shares; 2024Q3: 24,581 shares; 2024Q4: 22,342 shares 22,342 $5.38M 0.3% -2,239 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,709 shares; 2023Q4: 76,777 shares; 2024Q1: 82,816 shares; 2024Q2: 122,134 shares; 2024Q3: 144,653 shares; 2024Q4: 144,719 shares 144,719 $5.24M 0.3% +66 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,801 shares; 2023Q4: 6,121 shares; 2024Q1: 14,259 shares; 2024Q2: 15,401 shares; 2024Q3: 16,384 shares; 2024Q4: 22,729 shares 22,729 $5.23M 0.3% +6,345 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38,366 shares; 2023Q4: 39,543 shares; 2024Q1: 43,791 shares; 2024Q2: 48,211 shares; 2024Q3: 45,912 shares; 2024Q4: 47,592 shares 47,592 $5.21M 0.29% +1,680 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,757 shares; 2023Q4: 404 shares; 2024Q1: 959 shares; 2024Q2: 1,263 shares; 2024Q3: 1,263 shares; 2024Q4: 23,134 shares 23,134 $5.14M 0.29% +21,871 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,114 shares; 2023Q4: 70,771 shares; 2024Q1: 73,012 shares; 2024Q2: 73,280 shares; 2024Q3: 71,008 shares; 2024Q4: 74,056 shares 74,056 $5.08M 0.29% +3,048 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,772 shares; 2023Q4: 52,892 shares; 2024Q1: 65,777 shares; 2024Q2: 69,223 shares; 2024Q3: 75,898 shares; 2024Q4: 80,372 shares 80,372 $4.98M 0.28% +4,474 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,006 shares; 2023Q4: 22,530 shares; 2024Q1: 22,790 shares; 2024Q2: 22,921 shares; 2024Q3: 23,625 shares; 2024Q4: 23,932 shares 23,932 $4.81M 0.27% +307 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,737 shares; 2023Q4: 5,743 shares; 2024Q1: 6,302 shares; 2024Q2: 6,899 shares; 2024Q3: 6,747 shares; 2024Q4: 6,303 shares 6,303 $4.75M 0.27% -444 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 96,557 shares; 2023Q4: 101,854 shares; 2024Q1: 64,024 shares; 2024Q2: 63,779 shares; 2024Q3: 47,076 shares; 2024Q4: 35,536 shares 35,536 $4.74M 0.27% -11,540 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,307 shares; 2023Q4: 10,771 shares; 2024Q1: 10,866 shares; 2024Q2: 10,976 shares; 2024Q3: 10,605 shares; 2024Q4: 10,753 shares 10,753 $4.7M 0.27% +148 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,662 shares; 2023Q4: 10,021 shares; 2024Q1: 23,152 shares; 2024Q2: 21,058 shares; 2024Q3: 23,073 shares; 2024Q4: 22,304 shares 22,304 $4.68M 0.26% -769 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,967 shares; 2023Q4: 15,372 shares; 2024Q1: 73,544 shares; 2024Q2: 73,113 shares; 2024Q3: 72,167 shares; 2024Q4: 70,024 shares 70,024 $4.59M 0.26% -2,143 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 90,655 shares; 2023Q4: 90,532 shares; 2024Q1: 89,938 shares; 2024Q2: 88,942 shares; 2024Q3: 88,716 shares; 2024Q4: 87,117 shares 87,117 $4.58M 0.26% -1,599 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 75,214 shares; 2023Q4: 73,627 shares; 2024Q1: 74,295 shares; 2024Q2: 72,345 shares; 2024Q3: 71,821 shares; 2024Q4: 71,986 shares 71,986 $4.45M 0.25% +165 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,591 shares; 2023Q4: 100,654 shares; 2024Q1: 107,235 shares; 2024Q2: 120,996 shares; 2024Q3: 136,720 shares; 2024Q4: 143,076 shares 143,076 $4.44M 0.25% +6,356 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 70,815 shares; 2024Q3: 74,123 shares; 2024Q4: 83,782 shares 83,782 $4.35M 0.25% +9,659 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,151 shares; 2023Q4: 22,919 shares; 2024Q1: 22,725 shares; 2024Q2: 22,720 shares; 2024Q3: 22,304 shares; 2024Q4: 21,729 shares 21,729 $4.35M 0.25% -575 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,799 shares; 2023Q4: 13,780 shares; 2024Q1: 13,078 shares; 2024Q2: 13,812 shares; 2024Q3: 13,421 shares; 2024Q4: 13,434 shares 13,434 $4.34M 0.25% +13 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,956 shares; 2023Q4: 36,774 shares; 2024Q1: 36,724 shares; 2024Q2: 36,349 shares; 2024Q3: 25,563 shares; 2024Q4: 26,246 shares 26,246 $4.32M 0.24% +683 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,810 shares; 2023Q4: 22,217 shares; 2024Q1: 29,279 shares; 2024Q2: 31,016 shares; 2024Q3: 95,366 shares; 2024Q4: 67,817 shares 67,817 $4.27M 0.24% -27,549 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,313 shares; 2023Q4: 21,622 shares; 2024Q1: 30,074 shares; 2024Q2: 29,005 shares; 2024Q3: 17,244 shares; 2024Q4: 29,866 shares 29,866 $4.19M 0.24% +12,622 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,377 shares; 2023Q4: 16,458 shares; 2024Q1: 17,826 shares; 2024Q2: 26,380 shares; 2024Q3: 33,322 shares; 2024Q4: 40,370 shares 40,370 $4.02M 0.23% +7,048 Timeline FLBL 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 79,731 shares; 2023Q4: 83,292 shares; 2024Q1: 79,045 shares; 2024Q2: 82,311 shares; 2024Q3: 134,369 shares; 2024Q4: 164,679 shares 164,679 $4.02M 0.23% +30,310 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,074 shares; 2023Q4: 31,082 shares; 2024Q1: 33,587 shares; 2024Q2: 32,889 shares; 2024Q3: 31,253 shares; 2024Q4: 32,721 shares 32,721 $4.01M 0.23% +1,468 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39,326 shares; 2023Q4: 42,065 shares; 2024Q1: 44,047 shares; 2024Q2: 95,284 shares; 2024Q3: 106,887 shares; 2024Q4: 108,916 shares 108,916 $3.92M 0.22% +2,029 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,522 shares; 2023Q4: 27,477 shares; 2024Q1: 29,041 shares; 2024Q2: 28,958 shares; 2024Q3: 27,137 shares; 2024Q4: 25,695 shares 25,695 $3.81M 0.22% -1,442 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 882 shares; 2023Q4: 3,159 shares; 2024Q1: 3,403 shares; 2024Q2: 14,426 shares; 2024Q3: 15,561 shares; 2024Q4: 10,278 shares 10,278 $3.72M 0.21% -5,283 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,180 shares; 2023Q4: 4,088 shares; 2024Q1: 19,210 shares; 2024Q2: 28,164 shares; 2024Q3: 28,836 shares; 2024Q4: 40,077 shares 40,077 $3.71M 0.21% +11,241 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,503 shares; 2023Q4: 13,309 shares; 2024Q1: 10,707 shares; 2024Q2: 10,300 shares; 2024Q3: 9,845 shares; 2024Q4: 10,243 shares 10,243 $3.69M 0.21% +398 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 93,984 shares; 2023Q4: 99,206 shares; 2024Q1: 98,870 shares; 2024Q2: 91,760 shares; 2024Q3: 121,113 shares; 2024Q4: 120,270 shares 120,270 $3.6M 0.2% -843 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 101,301 shares; 2023Q4: 89,560 shares; 2024Q1: 95,858 shares; 2024Q2: 146,904 shares; 2024Q3: 144,561 shares; 2024Q4: 142,643 shares 142,643 $3.59M 0.2% -1,918 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,568 shares; 2023Q4: 11,586 shares; 2024Q1: 11,311 shares; 2024Q2: 16,085 shares; 2024Q3: 16,793 shares; 2024Q4: 15,946 shares 15,946 $3.56M 0.2% -847 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,149 shares; 2023Q4: 41,721 shares; 2024Q1: 42,077 shares; 2024Q2: 41,088 shares; 2024Q3: 39,518 shares; 2024Q4: 36,743 shares 36,743 $3.52M 0.2% -2,775 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 144,933 shares; 2023Q4: 130,085 shares; 2024Q1: 131,059 shares; 2024Q2: 72,127 shares; 2024Q3: 68,182 shares; 2024Q4: 67,313 shares 67,313 $3.49M 0.2% -869 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,707 shares; 2023Q4: 14,402 shares; 2024Q1: 15,115 shares; 2024Q2: 14,765 shares; 2024Q3: 16,183 shares; 2024Q4: 15,525 shares 15,525 $3.47M 0.2% -658 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,538 shares; 2023Q4: 15,641 shares; 2024Q1: 42,656 shares; 2024Q2: 42,209 shares; 2024Q3: 43,817 shares; 2024Q4: 36,349 shares 36,349 $3.42M 0.19% -7,468 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,279 shares; 2023Q4: 14,445 shares; 2024Q1: 14,770 shares; 2024Q2: 17,636 shares; 2024Q3: 18,661 shares; 2024Q4: 12,937 shares 12,937 $3.4M 0.19% -5,724 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,336 shares; 2023Q4: 12,449 shares; 2024Q1: 12,659 shares; 2024Q2: 12,815 shares; 2024Q3: 11,904 shares; 2024Q4: 11,727 shares 11,727 $3.3M 0.19% -177 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 83,390 shares; 2023Q4: 84,239 shares; 2024Q1: 84,808 shares; 2024Q2: 80,486 shares; 2024Q3: 84,383 shares; 2024Q4: 83,076 shares 83,076 $3.29M 0.19% -1,307 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,624 shares; 2023Q4: 17,736 shares; 2024Q1: 20,868 shares; 2024Q2: 21,408 shares; 2024Q3: 23,276 shares; 2024Q4: 24,322 shares 24,322 $3.27M 0.18% +1,046 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,499 shares; 2023Q4: 25,611 shares; 2024Q1: 5,608 shares; 2024Q2: 41,513 shares; 2024Q3: 34,773 shares; 2024Q4: 35,247 shares 35,247 $3.23M 0.18% +474 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,308 shares; 2023Q4: 22,150 shares; 2024Q1: 22,821 shares; 2024Q2: 22,132 shares; 2024Q3: 20,486 shares; 2024Q4: 20,462 shares 20,462 $3.2M 0.18% -24 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,144 shares; 2023Q4: 25,884 shares; 2024Q1: 24,708 shares; 2024Q2: 24,880 shares; 2024Q3: 23,917 shares; 2024Q4: 21,977 shares 21,977 $3.19M 0.18% -1,940 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,981 shares; 2023Q4: 16,347 shares; 2024Q1: 17,839 shares; 2024Q2: 18,714 shares; 2024Q3: 18,889 shares; 2024Q4: 19,092 shares 19,092 $3.18M 0.18% +203 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 761 shares; 2023Q4: 727 shares; 2024Q1: 731 shares; 2024Q2: 725 shares; 2024Q3: 698 shares; 2024Q4: 684 shares 684 $3.16M 0.18% -14 Timeline JMEE 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 1,312 shares; 2024Q1: 20,737 shares; 2024Q2: 32,977 shares; 2024Q3: 41,532 shares; 2024Q4: 48,820 shares 48,820 $3.1M 0.18% +7,288 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,122 shares; 2023Q4: 4,086 shares; 2024Q1: 2,696 shares; 2024Q2: 2,676 shares; 2024Q3: 83,291 shares; 2024Q4: 82,802 shares 82,802 $3.09M 0.17% -489 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,374 shares; 2023Q4: 37,252 shares; 2024Q1: 47,275 shares; 2024Q2: 47,082 shares; 2024Q3: 46,584 shares; 2024Q4: 37,910 shares 37,910 $3.05M 0.17% -8,674 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 43,180 shares; 2023Q4: 47,972 shares; 2024Q1: 47,634 shares; 2024Q2: 35,237 shares; 2024Q3: 33,097 shares; 2024Q4: 33,779 shares 33,779 $3.03M 0.17% +682 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,269 shares; 2023Q4: 6,242 shares; 2024Q1: 6,396 shares; 2024Q2: 6,170 shares; 2024Q3: 6,024 shares; 2024Q4: 6,047 shares 6,047 $3.02M 0.17% +23 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 279 shares; 2024Q2: 569 shares; 2024Q3: 29,228 shares; 2024Q4: 29,971 shares 29,971 $3.02M 0.17% +743 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,415 shares; 2023Q4: 3,604 shares; 2024Q1: 3,790 shares; 2024Q2: 4,370 shares; 2024Q3: 4,274 shares; 2024Q4: 4,440 shares 4,440 $2.99M 0.17% +166 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,581 shares; 2023Q4: 24,157 shares; 2024Q1: 23,634 shares; 2024Q2: 23,376 shares; 2024Q3: 22,727 shares; 2024Q4: 24,317 shares 24,317 $2.98M 0.17% +1,590 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 108,954 shares; 2023Q4: 100,907 shares; 2024Q1: 99,991 shares; 2024Q2: 99,969 shares; 2024Q3: 96,524 shares; 2024Q4: 100,455 shares 100,455 $2.91M 0.16% +3,931 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,813 shares; 2023Q4: 4,114 shares; 2024Q1: 4,824 shares; 2024Q2: 4,913 shares; 2024Q3: 4,891 shares; 2024Q4: 6,677 shares 6,677 $2.86M 0.16% +1,786 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,849 shares; 2023Q4: 39,977 shares; 2024Q1: 40,809 shares; 2024Q2: 39,337 shares; 2024Q3: 53,638 shares; 2024Q4: 62,376 shares 62,376 $2.86M 0.16% +8,738 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,681 shares; 2023Q4: 12,400 shares; 2024Q1: 12,350 shares; 2024Q2: 11,777 shares; 2024Q3: 10,768 shares; 2024Q4: 15,293 shares 15,293 $2.82M 0.16% +4,525 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,142 shares; 2023Q4: 34,310 shares; 2024Q1: 22,357 shares; 2024Q2: 22,580 shares; 2024Q3: 23,643 shares; 2024Q4: 24,304 shares 24,304 $2.81M 0.16% +661 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 58,569 shares; 2023Q4: 55,550 shares; 2024Q1: 152,821 shares; 2024Q2: 119,146 shares; 2024Q3: 80,792 shares; 2024Q4: 77,861 shares 77,861 $2.79M 0.16% -2,931 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,194 shares; 2023Q4: 35,964 shares; 2024Q1: 34,741 shares; 2024Q2: 45,576 shares; 2024Q3: 42,341 shares; 2024Q4: 44,355 shares 44,355 $2.78M 0.16% +2,014 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,968 shares; 2023Q4: 5,752 shares; 2024Q1: 5,683 shares; 2024Q2: 5,347 shares; 2024Q3: 5,164 shares; 2024Q4: 5,161 shares 5,161 $2.76M 0.16% -3 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 790 shares; 2024Q4: 111,173 shares 111,173 $2.74M 0.16% +110,383 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,890 shares; 2023Q4: 14,812 shares; 2024Q1: 14,961 shares; 2024Q2: 15,100 shares; 2024Q3: 16,455 shares; 2024Q4: 16,060 shares 16,060 $2.74M 0.16% -395 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,931 shares; 2023Q4: 5,976 shares; 2024Q1: 6,257 shares; 2024Q2: 6,334 shares; 2024Q3: 6,598 shares; 2024Q4: 6,865 shares 6,865 $2.74M 0.16% +267 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 80,591 shares; 2023Q4: 51,143 shares; 2024Q1: 37,145 shares; 2024Q2: 31,812 shares; 2024Q3: 30,606 shares; 2024Q4: 29,910 shares 29,910 $2.71M 0.15% -696 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,037 shares; 2023Q4: 71,932 shares; 2024Q1: 79,587 shares; 2024Q2: 81,077 shares; 2024Q3: 81,502 shares; 2024Q4: 120,567 shares 120,567 $2.68M 0.15% +39,065 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 39,080 shares; 2023Q4: 21,938 shares; 2024Q1: 128 shares; 2024Q2: 8,844 shares; 2024Q3: 64,033 shares; 2024Q4: 47,259 shares 47,259 $2.67M 0.15% -16,774 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,294 shares; 2023Q4: 9,027 shares; 2024Q1: 9,775 shares; 2024Q2: 9,665 shares; 2024Q3: 9,647 shares; 2024Q4: 9,678 shares 9,678 $2.65M 0.15% +31 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 122,330 shares; 2023Q4: 111,669 shares; 2024Q1: 40,806 shares; 2024Q2: 91,564 shares; 2024Q3: 46,899 shares; 2024Q4: 49,475 shares 49,475 $2.62M 0.15% +2,576 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,716 shares; 2023Q4: 8,746 shares; 2024Q1: 8,979 shares; 2024Q2: 7,867 shares; 2024Q3: 8,921 shares; 2024Q4: 9,588 shares 9,588 $2.61M 0.15% +667 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,105 shares; 2023Q4: 15,311 shares; 2024Q1: 15,689 shares; 2024Q2: 15,261 shares; 2024Q3: 15,327 shares; 2024Q4: 12,051 shares 12,051 $2.6M 0.15% -3,276 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,564 shares; 2023Q4: 16,596 shares; 2024Q1: 22,485 shares; 2024Q2: 20,210 shares; 2024Q3: 20,706 shares; 2024Q4: 21,080 shares 21,080 $2.59M 0.15% +374 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,037 shares; 2023Q4: 2,442 shares; 2024Q1: 2,467 shares; 2024Q2: 2,540 shares; 2024Q3: 2,593 shares; 2024Q4: 2,681 shares 2,681 $2.56M 0.14% +88 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 770 shares; 2023Q4: 17,191 shares; 2024Q1: 18,745 shares; 2024Q2: 20,565 shares; 2024Q3: 26,467 shares; 2024Q4: 49,454 shares 49,454 $2.49M 0.14% +22,987 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,173 shares; 2023Q4: 6,634 shares; 2024Q1: 6,512 shares; 2024Q2: 6,378 shares; 2024Q3: 6,190 shares; 2024Q4: 6,328 shares 6,328 $2.48M 0.14% +138 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,881 shares; 2023Q4: 6,071 shares; 2024Q1: 6,084 shares; 2024Q2: 6,021 shares; 2024Q3: 6,112 shares; 2024Q4: 47,410 shares 47,410 $2.47M 0.14% +41,298 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 438 shares; 2023Q4: 12,766 shares; 2024Q1: 12,766 shares; 2024Q2: 12,379 shares; 2024Q3: 11,944 shares; 2024Q4: 11,876 shares 11,876 $2.46M 0.14% -68 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,882 shares; 2023Q4: 9,499 shares; 2024Q1: 9,678 shares; 2024Q2: 10,253 shares; 2024Q3: 10,226 shares; 2024Q4: 10,414 shares 10,414 $2.46M 0.14% +188 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 25,137 shares; 2023Q4: 26,361 shares; 2024Q1: 26,829 shares; 2024Q2: 24,123 shares; 2024Q3: 23,462 shares; 2024Q4: 22,452 shares 22,452 $2.44M 0.14% -1,010 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,982 shares; 2023Q4: 32,737 shares; 2024Q1: 30,180 shares; 2024Q2: 24,040 shares; 2024Q3: 24,083 shares; 2024Q4: 26,865 shares 26,865 $2.42M 0.14% +2,782 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,834 shares; 2023Q4: 12,387 shares; 2024Q1: 12,887 shares; 2024Q2: 11,603 shares; 2024Q3: 10,965 shares; 2024Q4: 11,068 shares 11,068 $2.41M 0.14% +103 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,524 shares; 2023Q4: 28,943 shares; 2024Q1: 29,095 shares; 2024Q2: 28,530 shares; 2024Q3: 28,956 shares; 2024Q4: 28,766 shares 28,766 $2.37M 0.13% -190 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,016 shares; 2023Q4: 5,362 shares; 2024Q1: 5,364 shares; 2024Q2: 5,069 shares; 2024Q3: 5,804 shares; 2024Q4: 5,921 shares 5,921 $2.36M 0.13% +117 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 473 shares; 2023Q4: 2,789 shares; 2024Q1: 3,654 shares; 2024Q2: 4,926 shares; 2024Q3: 5,192 shares; 2024Q4: 10,825 shares 10,825 $2.35M 0.13% +5,633 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,950 shares; 2023Q4: 20,305 shares; 2024Q1: 18,405 shares; 2024Q2: 17,378 shares; 2024Q3: 16,993 shares; 2024Q4: 17,495 shares 17,495 $2.34M 0.13% +502 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 52,415 shares; 2024Q2: 53,619 shares; 2024Q3: 53,646 shares; 2024Q4: 45,423 shares 45,423 $2.33M 0.13% -8,223 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,293 shares; 2023Q4: 5,583 shares; 2024Q1: 5,846 shares; 2024Q2: 6,665 shares; 2024Q3: 6,632 shares; 2024Q4: 6,933 shares 6,933 $2.31M 0.13% +301 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 45,400 shares; 2023Q4: 43,130 shares; 2024Q1: 42,255 shares; 2024Q2: 40,037 shares; 2024Q3: 38,493 shares; 2024Q4: 38,904 shares 38,904 $2.3M 0.13% +411 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,541 shares; 2023Q4: 10,963 shares; 2024Q1: 10,967 shares; 2024Q2: 11,109 shares; 2024Q3: 11,204 shares; 2024Q4: 10,419 shares 10,419 $2.29M 0.13% -785 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,083 shares; 2023Q4: 45,651 shares; 2024Q1: 45,982 shares; 2024Q2: 45,921 shares; 2024Q3: 45,320 shares; 2024Q4: 45,586 shares 45,586 $2.28M 0.13% +266 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,343 shares; 2023Q4: 2,331 shares; 2024Q1: 4,112 shares; 2024Q2: 7,451 shares; 2024Q3: 9,617 shares; 2024Q4: 29,368 shares 29,368 $2.26M 0.13% +19,751 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 109,364 shares; 2023Q4: 110,210 shares; 2024Q1: 108,835 shares; 2024Q2: 105,423 shares; 2024Q3: 98,267 shares; 2024Q4: 99,322 shares 99,322 $2.24M 0.13% +1,055 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,594 shares; 2023Q4: 6,830 shares; 2024Q1: 7,921 shares; 2024Q2: 24,282 shares; 2024Q3: 32,194 shares; 2024Q4: 60,352 shares 60,352 $2.24M 0.13% +28,158 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,756 shares; 2023Q4: 6,593 shares; 2024Q1: 7,002 shares; 2024Q2: 7,320 shares; 2024Q3: 7,510 shares; 2024Q4: 7,619 shares 7,619 $2.24M 0.13% +109 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 63,562 shares; 2023Q4: 63,467 shares; 2024Q1: 62,448 shares; 2024Q2: 56,243 shares; 2024Q3: 53,195 shares; 2024Q4: 50,667 shares 50,667 $2.23M 0.13% -2,528 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 48,587 shares; 2023Q4: 47,628 shares; 2024Q1: 47,174 shares; 2024Q2: 44,954 shares; 2024Q3: 43,252 shares; 2024Q4: 43,333 shares 43,333 $2.2M 0.12% +81 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,371 shares; 2023Q4: 26,882 shares; 2024Q1: 29,237 shares; 2024Q2: 31,270 shares; 2024Q3: 31,301 shares; 2024Q4: 31,697 shares 31,697 $2.17M 0.12% +396 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,654 shares; 2023Q4: 3,557 shares; 2024Q1: 3,452 shares; 2024Q2: 3,463 shares; 2024Q3: 10,311 shares; 2024Q4: 10,851 shares 10,851 $2.16M 0.12% +540 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,341 shares; 2023Q4: 47,229 shares; 2024Q1: 39,963 shares; 2024Q2: 35,041 shares; 2024Q3: 35,087 shares; 2024Q4: 34,949 shares 34,949 $2.15M 0.12% -138 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,386 shares; 2023Q4: 31,295 shares; 2024Q1: 31,793 shares; 2024Q2: 34,283 shares; 2024Q3: 37,478 shares; 2024Q4: 36,256 shares 36,256 $2.13M 0.12% -1,222 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,978 shares; 2023Q4: 12,899 shares; 2024Q1: 24,076 shares; 2024Q2: 30,312 shares; 2024Q3: 34,728 shares; 2024Q4: 41,042 shares 41,042 $2.1M 0.12% +6,314 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,490 shares; 2023Q4: 9,447 shares; 2024Q1: 11,414 shares; 2024Q2: 11,298 shares; 2024Q3: 11,034 shares; 2024Q4: 11,045 shares 11,045 $2.08M 0.12% +11 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,885 shares 15,885 $2.06M 0.12% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,696 shares; 2023Q4: 5,141 shares; 2024Q1: 5,004 shares; 2024Q2: 3,882 shares; 2024Q3: 3,543 shares; 2024Q4: 3,361 shares 3,361 $2.05M 0.12% -182 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,874 shares; 2023Q4: 6,795 shares; 2024Q1: 7,401 shares; 2024Q2: 7,597 shares; 2024Q3: 4,638 shares; 2024Q4: 4,630 shares 4,630 $2.05M 0.12% -8 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,591 shares; 2023Q4: 7,682 shares; 2024Q1: 7,874 shares; 2024Q2: 7,991 shares; 2024Q3: 6,497 shares; 2024Q4: 6,363 shares 6,363 $2.03M 0.11% -134 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,737 shares; 2023Q4: 7,908 shares; 2024Q1: 7,910 shares; 2024Q2: 7,768 shares; 2024Q3: 7,527 shares; 2024Q4: 7,513 shares 7,513 $2.03M 0.11% -14 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,913 shares; 2023Q4: 47,369 shares; 2024Q1: 63,510 shares; 2024Q2: 59,315 shares; 2024Q3: 64,102 shares; 2024Q4: 61,036 shares 61,036 $2.03M 0.11% -3,066 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,815 shares; 2023Q4: 4,988 shares; 2024Q1: 5,394 shares; 2024Q2: 5,352 shares; 2024Q3: 11,286 shares; 2024Q4: 24,001 shares 24,001 $2.02M 0.11% +12,715 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 641 shares; 2023Q4: 20,172 shares; 2024Q1: 32,983 shares; 2024Q2: 27,925 shares; 2024Q3: 4,605 shares; 2024Q4: 30,081 shares 30,081 $2.02M 0.11% +25,476 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,744 shares; 2023Q4: 2,768 shares; 2024Q1: 2,382 shares; 2024Q2: 2,451 shares; 2024Q3: 2,110 shares; 2024Q4: 1,796 shares 1,796 $2.02M 0.11% -314 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,691 shares; 2023Q4: 18,497 shares; 2024Q1: 16,486 shares; 2024Q2: 22,470 shares; 2024Q3: 31,943 shares; 2024Q4: 44,176 shares 44,176 $2.01M 0.11% +12,233 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,539 shares; 2023Q4: 51,020 shares; 2024Q1: 50,986 shares; 2024Q2: 50,873 shares; 2024Q3: 50,374 shares; 2024Q4: 52,124 shares 52,124 $2.01M 0.11% +1,750 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,454 shares; 2023Q4: 1,395 shares; 2024Q1: 6,730 shares; 2024Q2: 8,147 shares; 2024Q3: 9,229 shares; 2024Q4: 9,718 shares 9,718 $1.95M 0.11% +489 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 42,231 shares; 2023Q4: 57,566 shares; 2024Q1: 53,932 shares; 2024Q2: 52,583 shares; 2024Q3: 56,777 shares; 2024Q4: 45,092 shares 45,092 $1.94M 0.11% -11,685 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,756 shares; 2023Q4: 18,819 shares; 2024Q1: 19,735 shares; 2024Q2: 21,043 shares; 2024Q3: 25,301 shares; 2024Q4: 27,951 shares 27,951 $1.91M 0.11% +2,650 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,264 shares; 2023Q4: 2,344 shares; 2024Q1: 2,422 shares; 2024Q2: 2,446 shares; 2024Q3: 2,416 shares; 2024Q4: 2,470 shares 2,470 $1.89M 0.11% +54 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,463 shares; 2023Q4: 16,349 shares; 2024Q1: 12,636 shares; 2024Q2: 12,952 shares; 2024Q3: 14,224 shares; 2024Q4: 14,478 shares 14,478 $1.88M 0.11% +254 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,409 shares; 2023Q4: 5,409 shares; 2024Q1: 60,113 shares; 2024Q2: 68,096 shares; 2024Q3: 65,158 shares; 2024Q4: 60,676 shares 60,676 $1.85M 0.1% -4,482 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 76,552 shares; 2023Q4: 71,662 shares; 2024Q1: 71,446 shares; 2024Q2: 71,874 shares; 2024Q3: 70,937 shares; 2024Q4: 72,546 shares 72,546 $1.84M 0.1% +1,609 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,016 shares; 2023Q4: 44,990 shares; 2024Q1: 44,077 shares; 2024Q2: 41,433 shares; 2024Q3: 43,193 shares; 2024Q4: 36,567 shares 36,567 $1.84M 0.1% -6,626 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 256,929 shares; 2023Q4: 231,338 shares; 2024Q1: 50,894 shares; 2024Q2: 46,334 shares; 2024Q3: 43,741 shares; 2024Q4: 36,380 shares 36,380 $1.84M 0.1% -7,361 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,393 shares; 2023Q4: 17,514 shares; 2024Q1: 17,810 shares; 2024Q2: 33,504 shares; 2024Q3: 46,699 shares; 2024Q4: 46,656 shares 46,656 $1.83M 0.1% -43 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,159 shares; 2023Q4: 23,867 shares; 2024Q1: 23,543 shares; 2024Q2: 22,629 shares; 2024Q3: 21,202 shares; 2024Q4: 21,322 shares 21,322 $1.83M 0.1% +120 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 38,234 shares; 2024Q3: 39,582 shares; 2024Q4: 38,994 shares 38,994 $1.81M 0.1% -588 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,207 shares; 2023Q4: 6,181 shares; 2024Q1: 6,132 shares; 2024Q2: 6,451 shares; 2024Q3: 6,292 shares; 2024Q4: 7,107 shares 7,107 $1.81M 0.1% +815 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 64,079 shares; 2023Q4: 61,005 shares; 2024Q1: 52,504 shares; 2024Q2: 38,243 shares; 2024Q3: 30,150 shares; 2024Q4: 21,910 shares 21,910 $1.8M 0.1% -8,240 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,032 shares; 2023Q4: 6,550 shares; 2024Q1: 6,566 shares; 2024Q2: 6,423 shares; 2024Q3: 6,254 shares; 2024Q4: 6,366 shares 6,366 $1.78M 0.1% +112 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 0 shares; 2024Q2: 2,824 shares; 2024Q3: 4,958 shares; 2024Q4: 4,156 shares 4,156 $1.78M 0.1% -802 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 263 shares; 2024Q2: 16,597 shares; 2024Q3: 45,648 shares; 2024Q4: 55,404 shares 55,404 $1.78M 0.1% +9,756 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,202 shares; 2023Q4: 33,062 shares; 2024Q1: 33,849 shares; 2024Q2: 33,740 shares; 2024Q3: 33,841 shares; 2024Q4: 36,402 shares 36,402 $1.77M 0.1% +2,561 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,567 shares; 2023Q4: 18,846 shares; 2024Q1: 17,947 shares; 2024Q2: 16,976 shares; 2024Q3: 15,750 shares; 2024Q4: 16,244 shares 16,244 $1.77M 0.1% +494 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 116 shares; 2023Q4: 9,642 shares; 2024Q1: 9,623 shares; 2024Q2: 9,407 shares; 2024Q3: 9,118 shares; 2024Q4: 9,324 shares 9,324 $1.76M 0.1% +206 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 51,459 shares; 2023Q4: 123,139 shares; 2024Q1: 113,156 shares; 2024Q2: 79,504 shares; 2024Q3: 92,743 shares; 2024Q4: 55,546 shares 55,546 $1.75M 0.1% -37,197 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 49,621 shares; 2023Q4: 56,346 shares; 2024Q1: 68,786 shares; 2024Q2: 63,232 shares; 2024Q3: 73,738 shares; 2024Q4: 77,630 shares 77,630 $1.73M 0.1% +3,892 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,173 shares; 2023Q4: 22,893 shares; 2024Q1: 19,866 shares; 2024Q2: 16,668 shares; 2024Q3: 15,126 shares; 2024Q4: 13,239 shares 13,239 $1.72M 0.1% -1,887 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,383 shares; 2023Q4: 3,418 shares; 2024Q1: 3,804 shares; 2024Q2: 3,710 shares; 2024Q3: 3,281 shares; 2024Q4: 3,361 shares 3,361 $1.72M 0.1% +80 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54 shares; 2023Q4: 52 shares; 2024Q1: 47 shares; 2024Q2: 472 shares; 2024Q3: 492 shares; 2024Q4: 509 shares 509 $1.69M 0.1% +17 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,346 shares; 2023Q4: 5,346 shares; 2024Q1: 116,284 shares; 2024Q2: 48,181 shares; 2024Q3: 44,810 shares; 2024Q4: 44,039 shares 44,039 $1.67M 0.09% -771 Timeline BBUS 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,411 shares; 2023Q4: 5,644 shares; 2024Q1: 7,995 shares; 2024Q2: 8,577 shares; 2024Q3: 12,810 shares; 2024Q4: 15,048 shares 15,048 $1.65M 0.09% +2,238 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,352 shares; 2023Q4: 8,978 shares; 2024Q1: 9,400 shares; 2024Q2: 8,559 shares; 2024Q3: 7,422 shares; 2024Q4: 9,693 shares 9,693 $1.65M 0.09% +2,271 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 2,791 shares; 2024Q2: 25,111 shares; 2024Q3: 54,610 shares; 2024Q4: 63,679 shares 63,679 $1.64M 0.09% +9,069 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 205 shares; 2023Q4: 295 shares; 2024Q1: 352 shares; 2024Q2: 418 shares; 2024Q3: 492 shares; 2024Q4: 7,022 shares 7,022 $1.64M 0.09% +6,530 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,634 shares; 2023Q4: 4,513 shares; 2024Q1: 4,505 shares; 2024Q2: 4,630 shares; 2024Q3: 4,604 shares; 2024Q4: 4,473 shares 4,473 $1.64M 0.09% -131 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,466 shares; 2023Q4: 9,775 shares; 2024Q1: 10,185 shares; 2024Q2: 7,688 shares; 2024Q3: 9,624 shares; 2024Q4: 9,677 shares 9,677 $1.64M 0.09% +53 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,337 shares; 2023Q4: 11,284 shares; 2024Q1: 10,812 shares; 2024Q2: 10,225 shares; 2024Q3: 9,588 shares; 2024Q4: 19,674 shares 19,674 $1.62M 0.09% +10,086 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 51,677 shares 51,677 $1.61M 0.09% +51,502 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,892 shares; 2023Q4: 11,544 shares; 2024Q1: 37,121 shares; 2024Q2: 36,031 shares; 2024Q3: 34,969 shares; 2024Q4: 33,054 shares 33,054 $1.61M 0.09% -1,915 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,797 shares; 2023Q4: 42,797 shares; 2024Q1: 41,897 shares; 2024Q2: 55,582 shares; 2024Q3: 56,362 shares; 2024Q4: 65,857 shares 65,857 $1.61M 0.09% +9,495 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,486 shares; 2023Q4: 35,931 shares; 2024Q1: 38,566 shares; 2024Q2: 36,646 shares; 2024Q3: 34,554 shares; 2024Q4: 34,558 shares 34,558 $1.61M 0.09% +4 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,378 shares; 2023Q4: 40,016 shares; 2024Q1: 19,315 shares; 2024Q2: 10,257 shares; 2024Q3: 11,134 shares; 2024Q4: 12,019 shares 12,019 $1.61M 0.09% +885 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,229 shares; 2023Q4: 27,576 shares; 2024Q1: 22,807 shares; 2024Q2: 22,292 shares; 2024Q3: 22,862 shares; 2024Q4: 20,152 shares 20,152 $1.6M 0.09% -2,710 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,259 shares; 2023Q4: 41,663 shares; 2024Q1: 46,466 shares; 2024Q2: 46,835 shares; 2024Q3: 54,201 shares; 2024Q4: 61,299 shares 61,299 $1.59M 0.09% +7,098 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,651 shares; 2023Q4: 3,324 shares; 2024Q1: 3,317 shares; 2024Q2: 3,280 shares; 2024Q3: 3,123 shares; 2024Q4: 3,171 shares 3,171 $1.59M 0.09% +48 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,075 shares; 2023Q4: 1,751 shares; 2024Q1: 267 shares; 2024Q2: 242 shares; 2024Q3: 7,926 shares; 2024Q4: 7,986 shares 7,986 $1.58M 0.09% +60 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 2,551 shares; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 759 shares; 2024Q4: 32,952 shares 32,952 $1.56M 0.09% +32,193 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,400 shares; 2023Q4: 8,786 shares; 2024Q1: 9,034 shares; 2024Q2: 9,454 shares; 2024Q3: 9,327 shares; 2024Q4: 9,799 shares 9,799 $1.56M 0.09% +472 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,508 shares; 2023Q4: 13,128 shares; 2024Q1: 13,627 shares; 2024Q2: 17,205 shares; 2024Q3: 16,944 shares; 2024Q4: 17,653 shares 17,653 $1.55M 0.09% +709 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 2,678 shares; 2024Q1: 13,244 shares; 2024Q2: 17,010 shares; 2024Q3: 21,400 shares; 2024Q4: 26,830 shares 26,830 $1.54M 0.09% +5,430 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,873 shares; 2023Q4: 4,448 shares; 2024Q1: 4,608 shares; 2024Q2: 4,890 shares; 2024Q3: 5,069 shares; 2024Q4: 6,093 shares 6,093 $1.53M 0.09% +1,024 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,547 shares; 2023Q4: 10,624 shares; 2024Q1: 11,051 shares; 2024Q2: 11,262 shares; 2024Q3: 10,822 shares; 2024Q4: 11,281 shares 11,281 $1.52M 0.09% +459 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,917 shares; 2023Q4: 20,332 shares; 2024Q1: 20,651 shares; 2024Q2: 16,916 shares; 2024Q3: 16,609 shares; 2024Q4: 17,257 shares 17,257 $1.52M 0.09% +648 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,360 shares; 2023Q4: 11,550 shares; 2024Q1: 11,572 shares; 2024Q2: 10,785 shares; 2024Q3: 14,458 shares; 2024Q4: 14,256 shares 14,256 $1.52M 0.09% -202 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 76,324 shares; 2023Q4: 80,319 shares; 2024Q1: 80,619 shares; 2024Q2: 81,259 shares; 2024Q3: 83,334 shares; 2024Q4: 87,184 shares 87,184 $1.5M 0.08% +3,850 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,267 shares; 2023Q4: 24,720 shares; 2024Q1: 24,125 shares; 2024Q2: 24,253 shares; 2024Q3: 33,029 shares; 2024Q4: 32,162 shares 32,162 $1.48M 0.08% -867 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,255 shares; 2023Q4: 4,155 shares; 2024Q1: 4,193 shares; 2024Q2: 4,992 shares; 2024Q3: 4,940 shares; 2024Q4: 4,970 shares 4,970 $1.47M 0.08% +30 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,923 shares; 2023Q4: 3,441 shares; 2024Q1: 3,441 shares; 2024Q2: 3,441 shares; 2024Q3: 3,487 shares; 2024Q4: 3,485 shares 3,485 $1.45M 0.08% -2 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,738 shares; 2023Q4: 30,797 shares; 2024Q1: 30,887 shares; 2024Q2: 30,647 shares; 2024Q3: 29,645 shares; 2024Q4: 30,675 shares 30,675 $1.44M 0.08% +1,030 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 689 shares; 2023Q4: 1,032 shares; 2024Q1: 8,103 shares; 2024Q2: 8,187 shares; 2024Q3: 9,221 shares; 2024Q4: 13,233 shares 13,233 $1.42M 0.08% +4,012 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,892 shares; 2023Q4: 6,450 shares; 2024Q1: 7,554 shares; 2024Q2: 8,006 shares; 2024Q3: 7,859 shares; 2024Q4: 7,526 shares 7,526 $1.41M 0.08% -333 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,700 shares; 2023Q4: 1,989 shares; 2024Q1: 2,339 shares; 2024Q2: 2,526 shares; 2024Q3: 6,501 shares; 2024Q4: 6,613 shares 6,613 $1.41M 0.08% +112 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,935 shares; 2023Q4: 8,907 shares; 2024Q1: 28,149 shares; 2024Q2: 32,748 shares; 2024Q3: 32,277 shares; 2024Q4: 31,619 shares 31,619 $1.39M 0.08% -658 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,483 shares; 2023Q4: 17,229 shares; 2024Q1: 15,749 shares; 2024Q2: 16,424 shares; 2024Q3: 15,708 shares; 2024Q4: 16,700 shares 16,700 $1.39M 0.08% +992 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,991 shares; 2023Q4: 6,259 shares; 2024Q1: 6,627 shares; 2024Q2: 6,849 shares; 2024Q3: 6,854 shares; 2024Q4: 7,042 shares 7,042 $1.39M 0.08% +188 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,072 shares; 2023Q4: 8,640 shares; 2024Q1: 9,209 shares; 2024Q2: 12,470 shares; 2024Q3: 12,671 shares; 2024Q4: 12,293 shares 12,293 $1.35M 0.08% -378 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,437 shares; 2023Q4: 14,262 shares; 2024Q1: 16,049 shares; 2024Q2: 15,015 shares; 2024Q3: 13,896 shares; 2024Q4: 13,860 shares 13,860 $1.35M 0.08% -36 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,005 shares; 2023Q4: 1,346 shares; 2024Q1: 1,562 shares; 2024Q2: 2,027 shares; 2024Q3: 2,385 shares; 2024Q4: 2,221 shares 2,221 $1.35M 0.08% -164 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,261 shares; 2023Q4: 27,294 shares; 2024Q1: 26,845 shares; 2024Q2: 25,585 shares; 2024Q3: 23,871 shares; 2024Q4: 23,022 shares 23,022 $1.34M 0.08% -849 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,506 shares; 2023Q4: 6,742 shares; 2024Q1: 6,990 shares; 2024Q2: 6,980 shares; 2024Q3: 8,668 shares; 2024Q4: 8,862 shares 8,862 $1.32M 0.07% +194 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,513 shares; 2023Q4: 5,448 shares; 2024Q1: 5,999 shares; 2024Q2: 6,334 shares; 2024Q3: 8,184 shares; 2024Q4: 8,244 shares 8,244 $1.32M 0.07% +60 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,988 shares; 2023Q4: 7,502 shares; 2024Q1: 7,513 shares; 2024Q2: 6,958 shares; 2024Q3: 6,657 shares; 2024Q4: 6,390 shares 6,390 $1.32M 0.07% -267 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,084 shares; 2023Q4: 3,556 shares; 2024Q1: 3,812 shares; 2024Q2: 3,999 shares; 2024Q3: 4,079 shares; 2024Q4: 4,113 shares 4,113 $1.31M 0.07% +34 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,222 shares; 2023Q4: 13,560 shares; 2024Q1: 14,363 shares; 2024Q2: 15,577 shares; 2024Q3: 14,658 shares; 2024Q4: 15,996 shares 15,996 $1.31M 0.07% +1,338 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,468 shares; 2023Q4: 4,417 shares; 2024Q1: 4,637 shares; 2024Q2: 4,905 shares; 2024Q3: 4,949 shares; 2024Q4: 5,547 shares 5,547 $1.3M 0.07% +598 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,739 shares; 2023Q4: 25,606 shares; 2024Q1: 26,400 shares; 2024Q2: 25,782 shares; 2024Q3: 25,930 shares; 2024Q4: 26,867 shares 26,867 $1.3M 0.07% +937 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,490 shares; 2023Q4: 13,524 shares; 2024Q1: 17,722 shares; 2024Q2: 25,736 shares; 2024Q3: 27,547 shares; 2024Q4: 29,522 shares 29,522 $1.3M 0.07% +1,975 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,276 shares; 2023Q4: 4,449 shares; 2024Q1: 4,512 shares; 2024Q2: 4,740 shares; 2024Q3: 3,625 shares; 2024Q4: 2,220 shares 2,220 $1.3M 0.07% -1,405 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,525 shares; 2023Q4: 25,361 shares; 2024Q1: 39,364 shares; 2024Q2: 46,571 shares; 2024Q3: 47,211 shares; 2024Q4: 52,984 shares 52,984 $1.29M 0.07% +5,773 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,675 shares; 2023Q4: 6,526 shares; 2024Q1: 6,610 shares; 2024Q2: 6,448 shares; 2024Q3: 6,339 shares; 2024Q4: 6,068 shares 6,068 $1.28M 0.07% -271 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 333 shares; 2024Q1: 408 shares; 2024Q2: 18,442 shares; 2024Q3: 40,151 shares; 2024Q4: 42,057 shares 42,057 $1.28M 0.07% +1,906 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,182 shares; 2023Q4: 13,327 shares; 2024Q1: 13,578 shares; 2024Q2: 19,730 shares; 2024Q3: 58,449 shares; 2024Q4: 60,682 shares 60,682 $1.27M 0.07% +2,233 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,600 shares; 2023Q4: 15,696 shares; 2024Q1: 19,573 shares; 2024Q2: 19,529 shares; 2024Q3: 24,081 shares; 2024Q4: 28,120 shares 28,120 $1.27M 0.07% +4,039 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,553 shares; 2023Q4: 17,975 shares; 2024Q1: 20,528 shares; 2024Q2: 22,769 shares; 2024Q3: 25,850 shares; 2024Q4: 25,925 shares 25,925 $1.26M 0.07% +75 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 287 shares; 2023Q4: 1 shares; 2024Q1: 2,489 shares; 2024Q2: 2,425 shares; 2024Q3: 7,694 shares; 2024Q4: 18,511 shares 18,511 $1.26M 0.07% +10,817 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,374 shares; 2023Q4: 5,001 shares; 2024Q1: 5,205 shares; 2024Q2: 2,893 shares; 2024Q3: 3,179 shares; 2024Q4: 3,249 shares 3,249 $1.26M 0.07% +70 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,960 shares; 2023Q4: 2,208 shares; 2024Q1: 2,422 shares; 2024Q2: 2,598 shares; 2024Q3: 2,731 shares; 2024Q4: 3,542 shares 3,542 $1.25M 0.07% +811 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,685 shares; 2023Q4: 10,425 shares; 2024Q1: 15,675 shares; 2024Q2: 22,434 shares; 2024Q3: 22,241 shares; 2024Q4: 27,685 shares 27,685 $1.25M 0.07% +5,444 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,125 shares; 2023Q4: 4,267 shares; 2024Q1: 4,735 shares; 2024Q2: 4,823 shares; 2024Q3: 4,428 shares; 2024Q4: 21,730 shares 21,730 $1.25M 0.07% +17,302 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,238 shares 1,238 $1.25M 0.07% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,404 shares; 2023Q4: 20,571 shares; 2024Q1: 11,936 shares; 2024Q2: 12,379 shares; 2024Q3: 15,578 shares; 2024Q4: 13,550 shares 13,550 $1.25M 0.07% -2,028 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 173 shares; 2023Q4: 191 shares; 2024Q1: 240 shares; 2024Q2: 7,081 shares; 2024Q3: 7,091 shares; 2024Q4: 7,000 shares 7,000 $1.24M 0.07% -91 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,219 shares; 2023Q4: 3,313 shares; 2024Q1: 3,802 shares; 2024Q2: 5,001 shares; 2024Q3: 7,187 shares; 2024Q4: 11,408 shares 11,408 $1.23M 0.07% +4,221 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,743 shares; 2023Q4: 12,832 shares; 2024Q1: 12,358 shares; 2024Q2: 11,119 shares; 2024Q3: 11,159 shares; 2024Q4: 9,126 shares 9,126 $1.23M 0.07% -2,033 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,970 shares; 2023Q4: 10,851 shares; 2024Q1: 11,182 shares; 2024Q2: 11,657 shares; 2024Q3: 11,677 shares; 2024Q4: 11,557 shares 11,557 $1.23M 0.07% -120 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 396 shares; 2023Q4: 522 shares; 2024Q1: 758 shares; 2024Q2: 970 shares; 2024Q3: 1,125 shares; 2024Q4: 10,410 shares 10,410 $1.23M 0.07% +9,285 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 122,770 shares; 2023Q4: 53,983 shares; 2024Q1: 61,057 shares; 2024Q2: 56,684 shares; 2024Q3: 59,114 shares; 2024Q4: 54,784 shares 54,784 $1.23M 0.07% -4,330 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 136,614 shares; 2023Q4: 142,179 shares; 2024Q1: 147,436 shares; 2024Q2: 141,007 shares; 2024Q3: 133,274 shares; 2024Q4: 121,749 shares 121,749 $1.22M 0.07% -11,525 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,272 shares; 2023Q4: 12,978 shares; 2024Q1: 13,288 shares; 2024Q2: 13,816 shares; 2024Q3: 17,314 shares; 2024Q4: 25,919 shares 25,919 $1.22M 0.07% +8,605 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,065 shares; 2023Q4: 1,028 shares; 2024Q1: 1,018 shares; 2024Q2: 1,073 shares; 2024Q3: 1,091 shares; 2024Q4: 1,083 shares 1,083 $1.22M 0.07% -8 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,199 shares; 2023Q4: 14,255 shares; 2024Q1: 12,230 shares; 2024Q2: 16,506 shares; 2024Q3: 17,000 shares; 2024Q4: 17,866 shares 17,866 $1.21M 0.07% +866 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 344 shares; 2023Q4: 342 shares; 2024Q1: 307 shares; 2024Q2: 316 shares; 2024Q3: 306 shares; 2024Q4: 967 shares 967 $1.2M 0.07% +661 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,353 shares; 2023Q4: 9,179 shares; 2024Q1: 10,147 shares; 2024Q2: 10,767 shares; 2024Q3: 10,407 shares; 2024Q4: 10,423 shares 10,423 $1.2M 0.07% +16 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,975 shares; 2023Q4: 8,504 shares; 2024Q1: 8,543 shares; 2024Q2: 16,493 shares; 2024Q3: 15,640 shares; 2024Q4: 15,179 shares 15,179 $1.18M 0.07% -461 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,879 shares; 2023Q4: 26,293 shares; 2024Q1: 27,845 shares; 2024Q2: 25,430 shares; 2024Q3: 25,594 shares; 2024Q4: 26,323 shares 26,323 $1.18M 0.07% +729 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,102 shares; 2023Q4: 4,079 shares; 2024Q1: 4,189 shares; 2024Q2: 4,441 shares; 2024Q3: 4,404 shares; 2024Q4: 4,544 shares 4,544 $1.18M 0.07% +140 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,964 shares; 2023Q4: 13,218 shares; 2024Q1: 13,536 shares; 2024Q2: 13,210 shares; 2024Q3: 13,086 shares; 2024Q4: 13,103 shares 13,103 $1.16M 0.07% +17 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,666 shares; 2023Q4: 10,865 shares; 2024Q1: 10,219 shares; 2024Q2: 9,012 shares; 2024Q3: 7,451 shares; 2024Q4: 5,861 shares 5,861 $1.14M 0.06% -1,590 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 91,016 shares; 2023Q4: 86,543 shares; 2024Q1: 64,926 shares; 2024Q2: 56,931 shares; 2024Q3: 50,701 shares; 2024Q4: 48,532 shares 48,532 $1.13M 0.06% -2,169 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,766 shares; 2023Q4: 12,578 shares; 2024Q1: 11,730 shares; 2024Q2: 12,201 shares; 2024Q3: 11,400 shares; 2024Q4: 14,574 shares 14,574 $1.13M 0.06% +3,174 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,009 shares; 2023Q4: 21,934 shares; 2024Q1: 21,660 shares; 2024Q2: 31,678 shares; 2024Q3: 28,272 shares; 2024Q4: 26,666 shares 26,666 $1.12M 0.06% -1,606 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,140 shares; 2023Q4: 36,402 shares; 2024Q1: 36,227 shares; 2024Q2: 35,680 shares; 2024Q3: 34,474 shares; 2024Q4: 36,101 shares 36,101 $1.11M 0.06% +1,627 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,414 shares; 2023Q4: 10,860 shares; 2024Q1: 10,769 shares; 2024Q2: 10,744 shares; 2024Q3: 10,252 shares; 2024Q4: 10,726 shares 10,726 $1.11M 0.06% +474 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 124 shares; 2023Q4: 374 shares; 2024Q1: 1,013 shares; 2024Q2: 1,262 shares; 2024Q3: 1,372 shares; 2024Q4: 1,426 shares 1,426 $1.1M 0.06% +54 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,295 shares; 2023Q4: 22,033 shares; 2024Q1: 21,940 shares; 2024Q2: 21,399 shares; 2024Q3: 21,671 shares; 2024Q4: 16,087 shares 16,087 $1.09M 0.06% -5,584 Timeline JVAL 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,389 shares; 2023Q4: 23,389 shares; 2024Q1: 23,266 shares; 2024Q2: 23,988 shares; 2024Q3: 22,432 shares; 2024Q4: 24,134 shares 24,134 $1.09M 0.06% +1,702 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,003 shares; 2023Q4: 33,416 shares; 2024Q1: 34,254 shares; 2024Q2: 30,697 shares; 2024Q3: 33,388 shares; 2024Q4: 33,802 shares 33,802 $1.08M 0.06% +414 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 60 shares; 2023Q4: 2,247 shares; 2024Q1: 3,034 shares; 2024Q2: 24,818 shares; 2024Q3: 27,357 shares; 2024Q4: 36,862 shares 36,862 $1.07M 0.06% +9,505 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,933 shares; 2023Q4: 832 shares; 2024Q1: 841 shares; 2024Q2: 851 shares; 2024Q3: 774 shares; 2024Q4: 5,240 shares 5,240 $1.07M 0.06% +4,466 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,557 shares; 2023Q4: 29,759 shares; 2024Q1: 26,364 shares; 2024Q2: 20,684 shares; 2024Q3: 22,505 shares; 2024Q4: 22,505 shares 22,505 $1.07M 0.06% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 30,946 shares; 2023Q4: 29,395 shares; 2024Q1: 28,981 shares; 2024Q2: 28,662 shares; 2024Q3: 27,665 shares; 2024Q4: 27,184 shares 27,184 $1.07M 0.06% -481 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,571 shares; 2023Q4: 12,161 shares; 2024Q1: 14,539 shares; 2024Q2: 15,928 shares; 2024Q3: 15,176 shares; 2024Q4: 16,043 shares 16,043 $1.06M 0.06% +867 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,456 shares; 2023Q4: 9,456 shares; 2024Q1: 24,133 shares; 2024Q2: 23,127 shares; 2024Q3: 23,055 shares; 2024Q4: 22,817 shares 22,817 $1.06M 0.06% -238 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 529 shares; 2023Q4: 698 shares; 2024Q1: 705 shares; 2024Q2: 1,513 shares; 2024Q3: 1,570 shares; 2024Q4: 1,658 shares 1,658 $1.05M 0.06% +88 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,937 shares; 2023Q4: 10,293 shares; 2024Q1: 9,521 shares; 2024Q2: 9,574 shares; 2024Q3: 9,624 shares; 2024Q4: 9,191 shares 9,191 $1.05M 0.06% -433 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,512 shares; 2023Q4: 8,133 shares; 2024Q1: 8,061 shares; 2024Q2: 9,447 shares; 2024Q3: 9,367 shares; 2024Q4: 7,303 shares 7,303 $1.04M 0.06% -2,064 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,930 shares; 2023Q4: 25,700 shares; 2024Q1: 23,534 shares; 2024Q2: 25,705 shares; 2024Q3: 33,282 shares; 2024Q4: 37,846 shares 37,846 $1.04M 0.06% +4,564 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,703 shares; 2023Q4: 5,530 shares; 2024Q1: 9,254 shares; 2024Q2: 9,637 shares; 2024Q3: 9,318 shares; 2024Q4: 9,800 shares 9,800 $1.03M 0.06% +482 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 315 shares; 2023Q4: 586 shares; 2024Q1: 607 shares; 2024Q2: 747 shares; 2024Q3: 5,097 shares; 2024Q4: 4,803 shares 4,803 $1.03M 0.06% -294 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,364 shares; 2023Q4: 3,373 shares; 2024Q1: 3,322 shares; 2024Q2: 3,259 shares; 2024Q3: 2,943 shares; 2024Q4: 2,728 shares 2,728 $1.03M 0.06% -215 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,688 shares; 2023Q4: 2,600 shares; 2024Q1: 2,881 shares; 2024Q2: 3,052 shares; 2024Q3: 3,222 shares; 2024Q4: 7,342 shares 7,342 $1.02M 0.06% +4,120 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,815 shares; 2023Q4: 3,420 shares; 2024Q1: 3,695 shares; 2024Q2: 7,659 shares; 2024Q3: 8,566 shares; 2024Q4: 20,069 shares 20,069 $1.02M 0.06% +11,503 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,658 shares; 2023Q4: 7,893 shares; 2024Q1: 8,547 shares; 2024Q2: 8,715 shares; 2024Q3: 8,302 shares; 2024Q4: 8,391 shares 8,391 $1.02M 0.06% +89 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 18,726 shares; 2024Q2: 18,592 shares; 2024Q3: 18,037 shares; 2024Q4: 18,032 shares 18,032 $1.02M 0.06% -5 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 38,258 shares; 2023Q4: 38,479 shares; 2024Q1: 38,185 shares; 2024Q2: 39,320 shares; 2024Q3: 45,960 shares; 2024Q4: 52,590 shares 52,590 $1.02M 0.06% +6,630 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,295 shares; 2023Q4: 25,150 shares; 2024Q1: 26,019 shares; 2024Q2: 25,467 shares; 2024Q3: 25,681 shares; 2024Q4: 25,785 shares 25,785 $1.02M 0.06% +104 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,462 shares; 2023Q4: 9,144 shares; 2024Q1: 9,520 shares; 2024Q2: 30,989 shares; 2024Q3: 37,356 shares; 2024Q4: 37,730 shares 37,730 $1.02M 0.06% +374 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,376 shares; 2023Q4: 13,137 shares; 2024Q1: 13,314 shares; 2024Q2: 13,394 shares; 2024Q3: 35,716 shares; 2024Q4: 32,521 shares 32,521 $1.01M 0.06% -3,195 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,252 shares; 2023Q4: 24,461 shares; 2024Q1: 25,177 shares; 2024Q2: 24,885 shares; 2024Q3: 25,010 shares; 2024Q4: 26,295 shares 26,295 $1.01M 0.06% +1,285 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,782 shares; 2023Q4: 5,247 shares; 2024Q1: 4,719 shares; 2024Q2: 3,811 shares; 2024Q3: 3,901 shares; 2024Q4: 3,891 shares 3,891 $1.01M 0.06% -10 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,329 shares; 2023Q4: 8,171 shares; 2024Q1: 9,365 shares; 2024Q2: 9,297 shares; 2024Q3: 9,479 shares; 2024Q4: 9,632 shares 9,632 $1.01M 0.06% +153 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,275 shares; 2023Q4: 5,804 shares; 2024Q1: 5,792 shares; 2024Q2: 5,400 shares; 2024Q3: 5,235 shares; 2024Q4: 4,463 shares 4,463 $996K 0.06% -772 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,298 shares; 2023Q4: 8,014 shares; 2024Q1: 8,052 shares; 2024Q2: 7,669 shares; 2024Q3: 7,482 shares; 2024Q4: 7,150 shares 7,150 $987K 0.06% -332 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,325 shares; 2023Q4: 4,971 shares; 2024Q1: 5,722 shares; 2024Q2: 5,736 shares; 2024Q3: 6,743 shares; 2024Q4: 7,439 shares 7,439 $986K 0.06% +696 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 6,115 shares; 2024Q1: 10,014 shares; 2024Q2: 17,443 shares; 2024Q3: 25,576 shares; 2024Q4: 29,650 shares 29,650 $986K 0.06% +4,074 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,264 shares; 2023Q4: 3,348 shares; 2024Q1: 3,929 shares; 2024Q2: 12,088 shares; 2024Q3: 17,434 shares; 2024Q4: 33,663 shares 33,663 $982K 0.06% +16,229 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,545 shares; 2023Q4: 1,329 shares; 2024Q1: 1,424 shares; 2024Q2: 1,454 shares; 2024Q3: 4,712 shares; 2024Q4: 4,367 shares 4,367 $978K 0.06% -345 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,747 shares; 2023Q4: 12,059 shares; 2024Q1: 11,911 shares; 2024Q2: 11,847 shares; 2024Q3: 11,668 shares; 2024Q4: 11,507 shares 11,507 $969K 0.05% -161 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,095 shares; 2023Q4: 1,849 shares; 2024Q1: 3,696 shares; 2024Q2: 2,327 shares; 2024Q3: 2,550 shares; 2024Q4: 5,145 shares 5,145 $966K 0.05% +2,595 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,381 shares; 2023Q4: 9,734 shares; 2024Q1: 4,676 shares; 2024Q2: 4,633 shares; 2024Q3: 33,376 shares; 2024Q4: 33,351 shares 33,351 $960K 0.05% -25 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,315 shares; 2023Q4: 6,594 shares; 2024Q1: 6,855 shares; 2024Q2: 6,909 shares; 2024Q3: 6,909 shares; 2024Q4: 6,584 shares 6,584 $959K 0.05% -325 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,550 shares; 2023Q4: 14,748 shares; 2024Q1: 14,740 shares; 2024Q2: 13,804 shares; 2024Q3: 13,731 shares; 2024Q4: 12,182 shares 12,182 $958K 0.05% -1,549 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,124 shares; 2023Q4: 1,403 shares; 2024Q1: 1,577 shares; 2024Q2: 2,248 shares; 2024Q3: 2,639 shares; 2024Q4: 2,879 shares 2,879 $957K 0.05% +240 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 57,597 shares; 2023Q4: 68,611 shares; 2024Q1: 58,685 shares; 2024Q2: 55,676 shares; 2024Q3: 54,335 shares; 2024Q4: 42,589 shares 42,589 $951K 0.05% -11,746 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,577 shares; 2023Q4: 6,605 shares; 2024Q1: 6,764 shares; 2024Q2: 5,807 shares; 2024Q3: 5,812 shares; 2024Q4: 5,692 shares 5,692 $951K 0.05% -120 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,466 shares; 2023Q4: 1,086 shares; 2024Q1: 1,208 shares; 2024Q2: 1,124 shares; 2024Q3: 2,546 shares; 2024Q4: 2,393 shares 2,393 $935K 0.05% -153 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,435 shares; 2023Q4: 11,453 shares; 2024Q1: 11,451 shares; 2024Q2: 9,430 shares; 2024Q3: 9,394 shares; 2024Q4: 9,391 shares 9,391 $934K 0.05% -3 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,584 shares; 2023Q4: 2,608 shares; 2024Q1: 2,682 shares; 2024Q2: 2,561 shares; 2024Q3: 2,679 shares; 2024Q4: 2,648 shares 2,648 $931K 0.05% -31 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,643 shares; 2023Q4: 2,824 shares; 2024Q1: 2,946 shares; 2024Q2: 3,201 shares; 2024Q3: 1,623 shares; 2024Q4: 2,837 shares 2,837 $912K 0.05% +1,214 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,224 shares; 2023Q4: 2,684 shares; 2024Q1: 2,633 shares; 2024Q2: 2,607 shares; 2024Q3: 2,563 shares; 2024Q4: 2,555 shares 2,555 $912K 0.05% -8 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,985 shares; 2023Q4: 11,827 shares; 2024Q1: 12,290 shares; 2024Q2: 5,241 shares; 2024Q3: 5,131 shares; 2024Q4: 5,847 shares 5,847 $910K 0.05% +716 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,277 shares; 2023Q4: 11,333 shares; 2024Q1: 11,179 shares; 2024Q2: 11,087 shares; 2024Q3: 10,666 shares; 2024Q4: 18,358 shares 18,358 $898K 0.05% +7,692 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,561 shares; 2023Q4: 3,426 shares; 2024Q1: 3,352 shares; 2024Q2: 3,888 shares; 2024Q3: 3,014 shares; 2024Q4: 4,575 shares 4,575 $894K 0.05% +1,561 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,333 shares; 2023Q4: 6,135 shares; 2024Q1: 6,715 shares; 2024Q2: 7,460 shares; 2024Q3: 7,935 shares; 2024Q4: 9,098 shares 9,098 $888K 0.05% +1,163 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,283 shares; 2023Q4: 9,072 shares; 2024Q1: 11,303 shares; 2024Q2: 12,737 shares; 2024Q3: 13,671 shares; 2024Q4: 16,778 shares 16,778 $880K 0.05% +3,107 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,505 shares; 2023Q4: 1,493 shares; 2024Q1: 2,017 shares; 2024Q2: 4,159 shares; 2024Q3: 4,725 shares; 2024Q4: 4,162 shares 4,162 $872K 0.05% -563 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,974 shares; 2023Q4: 3,843 shares; 2024Q1: 3,962 shares; 2024Q2: 3,574 shares; 2024Q3: 3,524 shares; 2024Q4: 3,746 shares 3,746 $871K 0.05% +222 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,463 shares; 2023Q4: 12,322 shares; 2024Q1: 13,438 shares; 2024Q2: 13,394 shares; 2024Q3: 13,456 shares; 2024Q4: 14,784 shares 14,784 $864K 0.05% +1,328 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,006 shares; 2023Q4: 2,385 shares; 2024Q1: 3,059 shares; 2024Q2: 3,584 shares; 2024Q3: 3,569 shares; 2024Q4: 3,561 shares 3,561 $863K 0.05% -8 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,753 shares; 2023Q4: 20,656 shares; 2024Q1: 20,833 shares; 2024Q2: 21,588 shares; 2024Q3: 20,494 shares; 2024Q4: 22,711 shares 22,711 $858K 0.05% +2,217 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 54,108 shares; 2023Q4: 51,983 shares; 2024Q1: 53,793 shares; 2024Q2: 53,683 shares; 2024Q3: 52,683 shares; 2024Q4: 43,153 shares 43,153 $855K 0.05% -9,530 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,256 shares; 2023Q4: 10,013 shares; 2024Q1: 8,540 shares; 2024Q2: 7,791 shares; 2024Q3: 6,286 shares; 2024Q4: 6,043 shares 6,043 $847K 0.05% -243 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,587 shares; 2024Q3: 3,460 shares; 2024Q4: 3,491 shares 3,491 $846K 0.05% +31 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,367 shares; 2023Q4: 17,275 shares; 2024Q1: 12,048 shares; 2024Q2: 17,426 shares; 2024Q3: 17,214 shares; 2024Q4: 17,379 shares 17,379 $842K 0.05% +165 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,894 shares; 2023Q4: 7,026 shares; 2024Q1: 7,046 shares; 2024Q2: 7,042 shares; 2024Q3: 6,667 shares; 2024Q4: 7,083 shares 7,083 $831K 0.05% +416 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 34,649 shares 34,649 $823K 0.05% +34,649 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,994 shares; 2023Q4: 19,550 shares; 2024Q1: 19,104 shares; 2024Q2: 17,320 shares; 2024Q3: 16,631 shares; 2024Q4: 15,539 shares 15,539 $822K 0.05% -1,092 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,348 shares; 2023Q4: 8,981 shares; 2024Q1: 8,865 shares; 2024Q2: 8,623 shares; 2024Q3: 8,366 shares; 2024Q4: 7,656 shares 7,656 $821K 0.05% -710 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,131 shares; 2023Q4: 33,954 shares; 2024Q1: 33,521 shares; 2024Q2: 31,916 shares; 2024Q3: 30,794 shares; 2024Q4: 29,564 shares 29,564 $814K 0.05% -1,230 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,519 shares; 2023Q4: 4,406 shares; 2024Q1: 4,668 shares; 2024Q2: 3,277 shares; 2024Q3: 3,304 shares; 2024Q4: 4,628 shares 4,628 $809K 0.05% +1,324 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,970 shares; 2023Q4: 9,929 shares; 2024Q1: 10,414 shares; 2024Q2: 10,024 shares; 2024Q3: 9,862 shares; 2024Q4: 9,732 shares 9,732 $806K 0.05% -130 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,990 shares; 2023Q4: 5,066 shares; 2024Q1: 5,880 shares; 2024Q2: 5,381 shares; 2024Q3: 5,346 shares; 2024Q4: 6,769 shares 6,769 $801K 0.05% +1,423 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,468 shares; 2023Q4: 1,321 shares; 2024Q1: 1,994 shares; 2024Q2: 1,890 shares; 2024Q3: 1,710 shares; 2024Q4: 1,651 shares 1,651 $800K 0.05% -59 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,358 shares; 2023Q4: 11,842 shares; 2024Q1: 11,605 shares; 2024Q2: 11,590 shares; 2024Q3: 10,381 shares; 2024Q4: 10,047 shares 10,047 $800K 0.05% -334 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 41,555 shares; 2023Q4: 14,229 shares; 2024Q1: 13,383 shares; 2024Q2: 12,478 shares; 2024Q3: 12,733 shares; 2024Q4: 13,851 shares 13,851 $799K 0.05% +1,118 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,736 shares; 2023Q4: 17,821 shares; 2024Q1: 11,212 shares; 2024Q2: 14,486 shares; 2024Q3: 15,597 shares; 2024Q4: 15,227 shares 15,227 $797K 0.05% -370 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,763 shares; 2023Q4: 7,091 shares; 2024Q1: 6,790 shares; 2024Q2: 4,790 shares; 2024Q3: 4,779 shares; 2024Q4: 3,967 shares 3,967 $794K 0.04% -812 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,736 shares; 2023Q4: 22,659 shares; 2024Q1: 23,861 shares; 2024Q2: 28,007 shares; 2024Q3: 19,016 shares; 2024Q4: 15,874 shares 15,874 $794K 0.04% -3,142 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,818 shares; 2023Q4: 6,570 shares; 2024Q1: 9,329 shares; 2024Q2: 9,049 shares; 2024Q3: 8,584 shares; 2024Q4: 8,748 shares 8,748 $794K 0.04% +164 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 636 shares; 2023Q4: 935 shares; 2024Q1: 1,148 shares; 2024Q2: 1,431 shares; 2024Q3: 1,955 shares; 2024Q4: 2,075 shares 2,075 $794K 0.04% +120 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,728 shares; 2023Q4: 5,130 shares; 2024Q1: 5,082 shares; 2024Q2: 4,858 shares; 2024Q3: 3,443 shares; 2024Q4: 3,923 shares 3,923 $794K 0.04% +480 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,955 shares; 2023Q4: 4,537 shares; 2024Q1: 4,719 shares; 2024Q2: 4,421 shares; 2024Q3: 4,609 shares; 2024Q4: 4,536 shares 4,536 $793K 0.04% -73 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 184 shares; 2023Q4: 191 shares; 2024Q1: 306 shares; 2024Q2: 305 shares; 2024Q3: 3,407 shares; 2024Q4: 3,299 shares 3,299 $791K 0.04% -108 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,958 shares; 2023Q4: 13,322 shares; 2024Q1: 13,470 shares; 2024Q2: 12,965 shares; 2024Q3: 12,668 shares; 2024Q4: 12,629 shares 12,629 $789K 0.04% -39 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 213 shares; 2023Q4: 209 shares; 2024Q1: 224 shares; 2024Q2: 258 shares; 2024Q3: 6,674 shares; 2024Q4: 7,093 shares 7,093 $789K 0.04% +419 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,506 shares; 2023Q4: 3,877 shares; 2024Q1: 3,761 shares; 2024Q2: 6,489 shares; 2024Q3: 6,371 shares; 2024Q4: 4,201 shares 4,201 $785K 0.04% -2,170 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,475 shares; 2023Q4: 5,888 shares; 2024Q1: 5,839 shares; 2024Q2: 5,918 shares; 2024Q3: 5,835 shares; 2024Q4: 5,947 shares 5,947 $780K 0.04% +112 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,100 shares; 2023Q4: 2,016 shares; 2024Q1: 1,946 shares; 2024Q2: 1,971 shares; 2024Q3: 1,728 shares; 2024Q4: 1,684 shares 1,684 $777K 0.04% -44 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,457 shares; 2023Q4: 11,178 shares; 2024Q1: 11,162 shares; 2024Q2: 10,273 shares; 2024Q3: 10,130 shares; 2024Q4: 9,809 shares 9,809 $775K 0.04% -321 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 50,432 shares; 2023Q4: 46,248 shares; 2024Q1: 39,500 shares; 2024Q2: 37,146 shares; 2024Q3: 36,208 shares; 2024Q4: 37,197 shares 37,197 $770K 0.04% +989 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,630 shares; 2023Q4: 2,116 shares; 2024Q1: 2,048 shares; 2024Q2: 2,027 shares; 2024Q3: 1,857 shares; 2024Q4: 4,158 shares 4,158 $770K 0.04% +2,301 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 140 shares; 2023Q4: 140 shares; 2024Q1: 4,740 shares; 2024Q2: 4,561 shares; 2024Q3: 4,496 shares; 2024Q4: 5,403 shares 5,403 $758K 0.04% +907 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,906 shares; 2023Q4: 21,605 shares; 2024Q1: 18,039 shares; 2024Q2: 22,486 shares; 2024Q3: 19,475 shares; 2024Q4: 18,542 shares 18,542 $757K 0.04% -933 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,418 shares; 2023Q4: 15,818 shares; 2024Q1: 15,455 shares; 2024Q2: 13,780 shares; 2024Q3: 23,554 shares; 2024Q4: 24,648 shares 24,648 $752K 0.04% +1,094 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,761 shares; 2023Q4: 2,089 shares; 2024Q1: 2,118 shares; 2024Q2: 2,042 shares; 2024Q3: 2,059 shares; 2024Q4: 1,726 shares 1,726 $750K 0.04% -333 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,967 shares; 2023Q4: 8,644 shares; 2024Q1: 8,273 shares; 2024Q2: 8,143 shares; 2024Q3: 8,143 shares; 2024Q4: 8,083 shares 8,083 $745K 0.04% -60 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 87 shares; 2023Q4: 87 shares; 2024Q1: 1,390 shares; 2024Q2: 1,844 shares; 2024Q3: 2,474 shares; 2024Q4: 2,569 shares 2,569 $735K 0.04% +95 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 16,372 shares 16,372 $729K 0.04% +16,372 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,043 shares; 2023Q4: 6,624 shares; 2024Q1: 6,953 shares; 2024Q2: 2,983 shares; 2024Q3: 3,214 shares; 2024Q4: 3,664 shares 3,664 $726K 0.04% +450 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,657 shares; 2023Q4: 27,167 shares; 2024Q1: 22,381 shares; 2024Q2: 22,332 shares; 2024Q3: 20,361 shares; 2024Q4: 15,188 shares 15,188 $723K 0.04% -5,173 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,423 shares; 2023Q4: 10,747 shares; 2024Q1: 10,644 shares; 2024Q2: 11,018 shares; 2024Q3: 10,605 shares; 2024Q4: 10,920 shares 10,920 $720K 0.04% +315 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,274 shares; 2023Q4: 27,247 shares; 2024Q1: 28,668 shares; 2024Q2: 26,444 shares; 2024Q3: 20,054 shares; 2024Q4: 20,977 shares 20,977 $715K 0.04% +923 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,934 shares; 2023Q4: 4,775 shares; 2024Q1: 4,791 shares; 2024Q2: 5,868 shares; 2024Q3: 6,544 shares; 2024Q4: 10,654 shares 10,654 $714K 0.04% +4,110 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,768 shares; 2023Q4: 7,366 shares; 2024Q1: 9,790 shares; 2024Q2: 10,268 shares; 2024Q3: 13,867 shares; 2024Q4: 9,484 shares 9,484 $711K 0.04% -4,383 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,392 shares; 2023Q4: 2,782 shares; 2024Q1: 1,430 shares; 2024Q2: 2,695 shares; 2024Q3: 2,776 shares; 2024Q4: 3,003 shares 3,003 $709K 0.04% +227 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,682 shares; 2023Q4: 5,520 shares; 2024Q1: 5,802 shares; 2024Q2: 6,249 shares; 2024Q3: 10,465 shares; 2024Q4: 12,318 shares 12,318 $703K 0.04% +1,853 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,453 shares; 2023Q4: 12,608 shares; 2024Q1: 13,205 shares; 2024Q2: 13,393 shares; 2024Q3: 14,007 shares; 2024Q4: 11,661 shares 11,661 $699K 0.04% -2,346 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 15,858 shares; 2024Q1: 2,182 shares; 2024Q2: 2,169 shares; 2024Q3: 2,180 shares; 2024Q4: 2,337 shares 2,337 $694K 0.04% +157 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,980 shares; 2023Q4: 15,375 shares; 2024Q1: 9,861 shares; 2024Q2: 9,740 shares; 2024Q3: 9,063 shares; 2024Q4: 9,195 shares 9,195 $693K 0.04% +132 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,071 shares; 2023Q4: 5,636 shares; 2024Q1: 5,842 shares; 2024Q2: 6,061 shares; 2024Q3: 7,511 shares; 2024Q4: 8,472 shares 8,472 $691K 0.04% +961 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,791 shares; 2023Q4: 3,262 shares; 2024Q1: 3,296 shares; 2024Q2: 3,341 shares; 2024Q3: 3,293 shares; 2024Q4: 3,483 shares 3,483 $689K 0.04% +190 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,787 shares; 2023Q4: 5,112 shares; 2024Q1: 5,456 shares; 2024Q2: 1,460 shares; 2024Q3: 1,405 shares; 2024Q4: 6,307 shares 6,307 $681K 0.04% +4,902 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,091 shares; 2023Q4: 9,999 shares; 2024Q1: 9,977 shares; 2024Q2: 8,163 shares; 2024Q3: 7,762 shares; 2024Q4: 5,915 shares 5,915 $681K 0.04% -1,847 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 24,887 shares; 2023Q4: 105,778 shares; 2024Q1: 101,528 shares; 2024Q2: 101,528 shares; 2024Q3: 99,647 shares; 2024Q4: 95,397 shares 95,397 $677K 0.04% -4,250 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,373 shares; 2023Q4: 7,271 shares; 2024Q1: 7,841 shares; 2024Q2: 7,717 shares; 2024Q3: 7,040 shares; 2024Q4: 6,721 shares 6,721 $674K 0.04% -319 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,173 shares; 2023Q4: 8,762 shares; 2024Q1: 9,221 shares; 2024Q2: 7,558 shares; 2024Q3: 5,049 shares; 2024Q4: 6,727 shares 6,727 $672K 0.04% +1,678 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,067 shares; 2023Q4: 6,604 shares; 2024Q1: 7,827 shares; 2024Q2: 10,458 shares; 2024Q3: 9,253 shares; 2024Q4: 5,427 shares 5,427 $672K 0.04% -3,826 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 793 shares; 2023Q4: 906 shares; 2024Q1: 958 shares; 2024Q2: 1,016 shares; 2024Q3: 1,125 shares; 2024Q4: 956 shares 956 $671K 0.04% -169 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,486 shares; 2023Q4: 2,916 shares; 2024Q1: 2,982 shares; 2024Q2: 2,633 shares; 2024Q3: 2,683 shares; 2024Q4: 2,763 shares 2,763 $661K 0.04% +80 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,439 shares; 2023Q4: 17,734 shares; 2024Q1: 14,674 shares; 2024Q2: 13,942 shares; 2024Q3: 18,151 shares; 2024Q4: 14,937 shares 14,937 $661K 0.04% -3,214 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,801 shares; 2023Q4: 2,541 shares; 2024Q1: 2,949 shares; 2024Q2: 4,014 shares; 2024Q3: 4,984 shares; 2024Q4: 5,253 shares 5,253 $658K 0.04% +269 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,663 shares; 2023Q4: 5,352 shares; 2024Q1: 5,299 shares; 2024Q2: 5,130 shares; 2024Q3: 3,812 shares; 2024Q4: 3,682 shares 3,682 $658K 0.04% -130 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,962 shares; 2023Q4: 19,691 shares; 2024Q1: 21,415 shares; 2024Q2: 22,780 shares; 2024Q3: 26,985 shares; 2024Q4: 29,748 shares 29,748 $656K 0.04% +2,763 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 26 shares; 2024Q2: 42 shares; 2024Q3: 3,180 shares; 2024Q4: 4,061 shares 4,061 $654K 0.04% +881 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 20,344 shares 20,344 $650K 0.04% +20,344 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,828 shares; 2023Q4: 11,750 shares; 2024Q1: 13,451 shares; 2024Q2: 13,283 shares; 2024Q3: 13,902 shares; 2024Q4: 12,795 shares 12,795 $647K 0.04% -1,107 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,955 shares; 2023Q4: 3,671 shares; 2024Q1: 3,508 shares; 2024Q2: 3,228 shares; 2024Q3: 2,470 shares; 2024Q4: 2,550 shares 2,550 $646K 0.04% +80 Timeline JGLO 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 3,320 shares; 2024Q2: 6,900 shares; 2024Q3: 8,795 shares; 2024Q4: 10,341 shares 10,341 $645K 0.04% +1,546 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 5,418 shares 5,418 $629K 0.04% +5,418 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,242 shares; 2023Q4: 4,844 shares; 2024Q1: 5,135 shares; 2024Q2: 4,336 shares; 2024Q3: 3,314 shares; 2024Q4: 4,357 shares 4,357 $620K 0.04% +1,043 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10 shares; 2023Q4: 214 shares; 2024Q1: 218 shares; 2024Q2: 220 shares; 2024Q3: 5,251 shares; 2024Q4: 5,607 shares 5,607 $619K 0.03% +356 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,712 shares; 2023Q4: 3,700 shares; 2024Q1: 3,868 shares; 2024Q2: 4,806 shares; 2024Q3: 5,643 shares; 2024Q4: 5,911 shares 5,911 $617K 0.03% +268 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 19 shares; 2024Q2: 1,257 shares; 2024Q3: 2,372 shares; 2024Q4: 1,831 shares 1,831 $615K 0.03% -541 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 481 shares; 2023Q4: 5,199 shares; 2024Q1: 5,438 shares; 2024Q2: 5,580 shares; 2024Q3: 5,243 shares; 2024Q4: 5,110 shares 5,110 $614K 0.03% -133 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,122 shares; 2023Q4: 30,688 shares; 2024Q1: 19,039 shares; 2024Q2: 18,708 shares; 2024Q3: 17,216 shares; 2024Q4: 18,706 shares 18,706 $614K 0.03% +1,490 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,061 shares; 2023Q4: 3,812 shares; 2024Q1: 4,289 shares; 2024Q2: 3,779 shares; 2024Q3: 3,977 shares; 2024Q4: 4,058 shares 4,058 $613K 0.03% +81 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,491 shares; 2023Q4: 4,397 shares; 2024Q1: 9,959 shares; 2024Q2: 9,627 shares; 2024Q3: 9,627 shares; 2024Q4: 13,380 shares 13,380 $610K 0.03% +3,753 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,042 shares; 2023Q4: 14,300 shares; 2024Q1: 15,370 shares; 2024Q2: 17,963 shares; 2024Q3: 17,749 shares; 2024Q4: 17,765 shares 17,765 $606K 0.03% +16 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,891 shares; 2023Q4: 19,116 shares; 2024Q1: 21,636 shares; 2024Q2: 18,848 shares; 2024Q3: 19,630 shares; 2024Q4: 19,642 shares 19,642 $602K 0.03% +12 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,156 shares; 2023Q4: 14,381 shares; 2024Q1: 18,095 shares; 2024Q2: 11,288 shares; 2024Q3: 12,243 shares; 2024Q4: 10,936 shares 10,936 $590K 0.03% -1,307 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 539 shares; 2023Q4: 539 shares; 2024Q1: 539 shares; 2024Q2: 403 shares; 2024Q3: 383 shares; 2024Q4: 5,346 shares 5,346 $590K 0.03% +4,963 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,133 shares; 2023Q4: 7,038 shares; 2024Q1: 7,419 shares; 2024Q2: 6,970 shares; 2024Q3: 7,068 shares; 2024Q4: 6,864 shares 6,864 $588K 0.03% -204 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81 shares; 2023Q4: 87 shares; 2024Q1: 98 shares; 2024Q2: 1,271 shares; 2024Q3: 1,690 shares; 2024Q4: 2,494 shares 2,494 $587K 0.03% +804 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,864 shares; 2023Q4: 9,483 shares; 2024Q1: 9,012 shares; 2024Q2: 8,906 shares; 2024Q3: 8,924 shares; 2024Q4: 8,655 shares 8,655 $587K 0.03% -269 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,626 shares; 2023Q4: 11,759 shares; 2024Q1: 5,514 shares; 2024Q2: 4,789 shares; 2024Q3: 11,127 shares; 2024Q4: 22,568 shares 22,568 $585K 0.03% +11,441 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,849 shares; 2023Q4: 15,272 shares; 2024Q1: 13,579 shares; 2024Q2: 15,027 shares; 2024Q3: 12,852 shares; 2024Q4: 11,279 shares 11,279 $582K 0.03% -1,573 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,655 shares; 2023Q4: 7,048 shares; 2024Q1: 6,528 shares; 2024Q2: 6,412 shares; 2024Q3: 4,986 shares; 2024Q4: 4,694 shares 4,694 $578K 0.03% -292 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,725 shares; 2023Q4: 6,725 shares; 2024Q1: 10,805 shares; 2024Q2: 10,065 shares; 2024Q3: 19,438 shares; 2024Q4: 22,319 shares 22,319 $574K 0.03% +2,881 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,965 shares; 2023Q4: 5,965 shares; 2024Q1: 5,603 shares; 2024Q2: 5,000 shares; 2024Q3: 5,811 shares; 2024Q4: 6,018 shares 6,018 $573K 0.03% +207 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,006 shares; 2023Q4: 12,497 shares; 2024Q1: 15,998 shares; 2024Q2: 22,878 shares; 2024Q3: 23,940 shares; 2024Q4: 21,221 shares 21,221 $573K 0.03% -2,719 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,612 shares; 2023Q4: 13,864 shares; 2024Q1: 16,085 shares; 2024Q2: 14,641 shares; 2024Q3: 13,570 shares; 2024Q4: 13,622 shares 13,622 $569K 0.03% +52 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,604 shares; 2023Q4: 8,723 shares; 2024Q1: 8,826 shares; 2024Q2: 8,863 shares; 2024Q3: 8,488 shares; 2024Q4: 7,382 shares 7,382 $569K 0.03% -1,106 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,825 shares; 2023Q4: 7,346 shares; 2024Q1: 8,524 shares; 2024Q2: 9,284 shares; 2024Q3: 9,016 shares; 2024Q4: 11,210 shares 11,210 $566K 0.03% +2,194 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,532 shares; 2023Q4: 1,520 shares; 2024Q1: 2,311 shares; 2024Q2: 1,645 shares; 2024Q3: 12,292 shares; 2024Q4: 12,360 shares 12,360 $566K 0.03% +68 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 159 shares; 2024Q2: 143 shares; 2024Q3: 1,922 shares; 2024Q4: 2,100 shares 2,100 $566K 0.03% +178 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,157 shares; 2023Q4: 41,661 shares; 2024Q1: 43,575 shares; 2024Q2: 13,663 shares; 2024Q3: 13,264 shares; 2024Q4: 13,935 shares 13,935 $564K 0.03% +671 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 685 shares; 2023Q4: 859 shares; 2024Q1: 1,051 shares; 2024Q2: 1,128 shares; 2024Q3: 1,123 shares; 2024Q4: 1,042 shares 1,042 $559K 0.03% -81 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,074 shares; 2023Q4: 13,968 shares; 2024Q1: 22,165 shares; 2024Q2: 24,286 shares; 2024Q3: 25,939 shares; 2024Q4: 24,342 shares 24,342 $554K 0.03% -1,597 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,782 shares; 2023Q4: 20,543 shares; 2024Q1: 18,445 shares; 2024Q2: 15,749 shares; 2024Q3: 14,687 shares; 2024Q4: 16,295 shares 16,295 $551K 0.03% +1,608 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 92 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 66 shares; 2024Q3: 58 shares; 2024Q4: 3,458 shares 3,458 $549K 0.03% +3,400 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,659 shares; 2023Q4: 5,837 shares; 2024Q1: 6,047 shares; 2024Q2: 10,147 shares; 2024Q3: 10,248 shares; 2024Q4: 10,332 shares 10,332 $544K 0.03% +84 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 814 shares; 2023Q4: 450 shares; 2024Q1: 433 shares; 2024Q2: 781 shares; 2024Q3: 2,014 shares; 2024Q4: 6,454 shares 6,454 $543K 0.03% +4,440 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 606 shares; 2023Q4: 616 shares; 2024Q1: 5,053 shares; 2024Q2: 6,835 shares; 2024Q3: 7,022 shares; 2024Q4: 6,810 shares 6,810 $540K 0.03% -212 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 21,126 shares; 2023Q4: 22,304 shares; 2024Q1: 21,708 shares; 2024Q2: 28,548 shares; 2024Q3: 25,116 shares; 2024Q4: 24,382 shares 24,382 $539K 0.03% -734 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 20,720 shares; 2024Q3: 20,956 shares; 2024Q4: 20,537 shares 20,537 $534K 0.03% -419 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,813 shares; 2023Q4: 3,221 shares; 2024Q1: 3,332 shares; 2024Q2: 3,069 shares; 2024Q3: 3,145 shares; 2024Q4: 3,062 shares 3,062 $531K 0.03% -83 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,055 shares; 2023Q4: 13,488 shares; 2024Q1: 15,819 shares; 2024Q2: 16,887 shares; 2024Q3: 16,607 shares; 2024Q4: 12,728 shares 12,728 $530K 0.03% -3,879 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,616 shares; 2023Q4: 9,474 shares; 2024Q1: 12,631 shares; 2024Q2: 16,638 shares; 2024Q3: 13,152 shares; 2024Q4: 10,155 shares 10,155 $526K 0.03% -2,997 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,427 shares; 2023Q4: 5,429 shares; 2024Q1: 7,055 shares; 2024Q2: 8,004 shares; 2024Q3: 7,410 shares; 2024Q4: 4,940 shares 4,940 $525K 0.03% -2,470 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,403 shares; 2023Q4: 3,224 shares; 2024Q1: 3,862 shares; 2024Q2: 3,934 shares; 2024Q3: 4,093 shares; 2024Q4: 4,324 shares 4,324 $525K 0.03% +231 Timeline BBHY 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,729 shares; 2023Q4: 2,994 shares; 2024Q1: 3,447 shares; 2024Q2: 7,574 shares; 2024Q3: 10,831 shares; 2024Q4: 11,266 shares 11,266 $525K 0.03% +435 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,958 shares; 2023Q4: 8,654 shares; 2024Q1: 7,966 shares; 2024Q2: 7,599 shares; 2024Q3: 9,678 shares; 2024Q4: 9,093 shares 9,093 $524K 0.03% -585 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,384 shares; 2023Q4: 11,497 shares; 2024Q1: 11,740 shares; 2024Q2: 11,167 shares; 2024Q3: 10,435 shares; 2024Q4: 9,381 shares 9,381 $523K 0.03% -1,054 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 25,311 shares 25,311 $523K 0.03% +25,311 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 19,855 shares; 2023Q4: 20,546 shares; 2024Q1: 16,823 shares; 2024Q2: 15,454 shares; 2024Q3: 15,478 shares; 2024Q4: 10,472 shares 10,472 $519K 0.03% -5,006 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 777 shares; 2023Q4: 3,233 shares; 2024Q1: 4,138 shares; 2024Q2: 4,683 shares; 2024Q3: 6,374 shares; 2024Q4: 7,689 shares 7,689 $515K 0.03% +1,315 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,347 shares; 2023Q4: 9,326 shares; 2024Q1: 16,566 shares; 2024Q2: 8,941 shares; 2024Q3: 10,039 shares; 2024Q4: 10,996 shares 10,996 $513K 0.03% +957 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 13,210 shares 13,210 $512K 0.03% +13,210 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 0 shares; 2023Q4: 0 shares; 2024Q1: 400 shares; 2024Q2: 1,820 shares; 2024Q3: 5,120 shares; 2024Q4: 6,730 shares 6,730 $510K 0.03% +1,610 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,995 shares; 2023Q4: 6,219 shares; 2024Q1: 6,225 shares; 2024Q2: 5,789 shares; 2024Q3: 6,109 shares; 2024Q4: 5,649 shares 5,649 $508K 0.03% -460 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 97 shares; 2023Q4: 96 shares; 2024Q1: 104 shares; 2024Q2: 277 shares; 2024Q3: 227 shares; 2024Q4: 278 shares 278 $506K 0.03% +51 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,755 shares; 2023Q4: 15,068 shares; 2024Q1: 13,132 shares; 2024Q2: 13,215 shares; 2024Q3: 13,303 shares; 2024Q4: 13,451 shares 13,451 $502K 0.03% +148 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,411 shares; 2023Q4: 3,834 shares; 2024Q1: 4,411 shares; 2024Q2: 4,220 shares; 2024Q3: 3,382 shares; 2024Q4: 3,249 shares 3,249 $501K 0.03% -133 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,153 shares; 2023Q4: 9,649 shares; 2024Q1: 9,054 shares; 2024Q2: 7,727 shares; 2024Q3: 5,579 shares; 2024Q4: 5,695 shares 5,695 $496K 0.03% +116 Timeline BBAG 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,985 shares; 2023Q4: 12,966 shares; 2024Q1: 10,685 shares; 2024Q2: 9,895 shares; 2024Q3: 8,741 shares; 2024Q4: 10,830 shares 10,830 $490K 0.03% +2,089 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,347 shares; 2023Q4: 22,573 shares; 2024Q1: 21,465 shares; 2024Q2: 19,607 shares; 2024Q3: 19,607 shares; 2024Q4: 19,607 shares 19,607 $489K 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,225 shares; 2023Q4: 9,050 shares; 2024Q1: 8,700 shares; 2024Q2: 9,100 shares; 2024Q3: 10,675 shares; 2024Q4: 13,000 shares 13,000 $488K 0.03% +2,325 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,899 shares; 2023Q4: 3,281 shares; 2024Q1: 3,130 shares; 2024Q2: 2,868 shares; 2024Q3: 2,178 shares; 2024Q4: 2,117 shares 2,117 $485K 0.03% -61 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,321 shares; 2023Q4: 10,701 shares; 2024Q1: 8,368 shares; 2024Q2: 6,834 shares; 2024Q3: 5,663 shares; 2024Q4: 4,413 shares 4,413 $482K 0.03% -1,250 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,253 shares; 2023Q4: 1,539 shares; 2024Q1: 1,517 shares; 2024Q2: 1,492 shares; 2024Q3: 1,562 shares; 2024Q4: 1,579 shares 1,579 $475K 0.03% +17 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,676 shares; 2023Q4: 4,066 shares; 2024Q1: 3,631 shares; 2024Q2: 3,449 shares; 2024Q3: 4,386 shares; 2024Q4: 5,240 shares 5,240 $475K 0.03% +854 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,477 shares; 2023Q4: 7,850 shares; 2024Q1: 8,441 shares; 2024Q2: 7,571 shares; 2024Q3: 7,660 shares; 2024Q4: 5,944 shares 5,944 $471K 0.03% -1,716 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,779 shares; 2023Q4: 31,429 shares; 2024Q1: 15,383 shares; 2024Q2: 18,227 shares; 2024Q3: 17,379 shares; 2024Q4: 19,261 shares 19,261 $468K 0.03% +1,882 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 414 shares; 2023Q4: 416 shares; 2024Q1: 417 shares; 2024Q2: 3,507 shares; 2024Q3: 4,043 shares; 2024Q4: 4,611 shares 4,611 $467K 0.03% +568 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 107 shares; 2023Q4: 83 shares; 2024Q1: 75 shares; 2024Q2: 2,179 shares; 2024Q3: 2,361 shares; 2024Q4: 2,348 shares 2,348 $466K 0.03% -13 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,301 shares; 2023Q4: 6,486 shares; 2024Q1: 6,771 shares; 2024Q2: 5,857 shares; 2024Q3: 5,617 shares; 2024Q4: 8,013 shares 8,013 $465K 0.03% +2,396 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 26,263 shares; 2023Q4: 26,076 shares; 2024Q1: 26,426 shares; 2024Q2: 26,690 shares; 2024Q3: 25,906 shares; 2024Q4: 24,706 shares 24,706 $463K 0.03% -1,200 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,602 shares; 2023Q4: 6,184 shares; 2024Q1: 6,547 shares; 2024Q2: 5,746 shares; 2024Q3: 4,685 shares; 2024Q4: 4,344 shares 4,344 $462K 0.03% -341 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,705 shares; 2023Q4: 7,976 shares; 2024Q1: 8,517 shares; 2024Q2: 7,967 shares; 2024Q3: 8,035 shares; 2024Q4: 8,329 shares 8,329 $462K 0.03% +294 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,418 shares; 2023Q4: 13,959 shares; 2024Q1: 13,570 shares; 2024Q2: 13,074 shares; 2024Q3: 11,787 shares; 2024Q4: 12,312 shares 12,312 $461K 0.03% +525 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,039 shares; 2023Q4: 1,021 shares; 2024Q1: 954 shares; 2024Q2: 934 shares; 2024Q3: 844 shares; 2024Q4: 844 shares 844 $460K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,261 shares; 2023Q4: 4,176 shares; 2024Q1: 5,500 shares; 2024Q2: 5,670 shares; 2024Q3: 5,256 shares; 2024Q4: 5,086 shares 5,086 $457K 0.03% -170 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 14,078 shares; 2023Q4: 14,651 shares; 2024Q1: 15,550 shares; 2024Q2: 15,363 shares; 2024Q3: 13,295 shares; 2024Q4: 13,778 shares 13,778 $456K 0.03% +483 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,866 shares; 2023Q4: 6,037 shares; 2024Q1: 5,555 shares; 2024Q2: 5,092 shares; 2024Q3: 4,268 shares; 2024Q4: 3,777 shares 3,777 $456K 0.03% -491 Timeline