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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,042,270 shares; 2024Q1: 1,046,767 shares; 2024Q2: 1,063,177 shares; 2024Q3: 1,062,129 shares 1,062,129 $69.1M 4.62% -1,048 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 220,699 shares; 2024Q1: 221,958 shares; 2024Q2: 234,609 shares; 2024Q3: 240,353 shares 240,353 $67.8M 4.53% +5,744 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 88,524 shares; 2024Q1: 96,121 shares; 2024Q2: 100,639 shares; 2024Q3: 100,485 shares 100,485 $57.7M 3.85% -154 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 95,844 shares; 2024Q1: 94,751 shares; 2024Q2: 93,933 shares; 2024Q3: 93,470 shares 93,470 $40M 2.67% -463 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 151,745 shares; 2024Q1: 149,912 shares; 2024Q2: 145,646 shares; 2024Q3: 143,857 shares 143,857 $32.8M 2.19% -1,789 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 364,541 shares; 2024Q1: 371,855 shares; 2024Q2: 373,451 shares; 2024Q3: 386,853 shares 386,853 $32.5M 2.17% +13,402 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 149,060 shares; 2024Q1: 443,840 shares; 2024Q2: 409,282 shares; 2024Q3: 382,041 shares 382,041 $30.5M 2.04% -27,241 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,909 shares; 2024Q1: 69,871 shares; 2024Q2: 68,394 shares; 2024Q3: 66,399 shares 66,399 $30.4M 2.03% -1,995 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 79,256 shares; 2024Q1: 77,233 shares; 2024Q2: 75,930 shares; 2024Q3: 73,800 shares 73,800 $27.6M 1.84% -2,130 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150,230 shares; 2024Q1: 135,966 shares; 2024Q2: 128,401 shares; 2024Q3: 126,798 shares 126,798 $23.8M 1.59% -1,603 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 254,936 shares; 2024Q1: 250,452 shares; 2024Q2: 217,545 shares; 2024Q3: 213,624 shares 213,624 $23.1M 1.54% -3,921 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 158,531 shares; 2024Q1: 148,227 shares; 2024Q2: 137,561 shares; 2024Q3: 135,400 shares 135,400 $22.4M 1.5% -2,161 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207,516 shares; 2024Q1: 213,443 shares; 2024Q2: 242,085 shares; 2024Q3: 231,955 shares 231,955 $22.3M 1.49% -10,130 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,453 shares; 2024Q1: 17,575 shares; 2024Q2: 177,790 shares; 2024Q3: 177,107 shares 177,107 $21.5M 1.44% -683 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 298,964 shares; 2024Q1: 325,798 shares; 2024Q2: 340,037 shares; 2024Q3: 349,831 shares 349,831 $20.7M 1.38% +9,794 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 98,557 shares; 2024Q1: 97,414 shares; 2024Q2: 121,466 shares; 2024Q3: 120,026 shares 120,026 $19.4M 1.29% -1,440 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 219,855 shares; 2024Q1: 209,664 shares; 2024Q2: 175,190 shares; 2024Q3: 171,410 shares 171,410 $18.4M 1.23% -3,780 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,015 shares; 2024Q1: 32,547 shares; 2024Q2: 32,011 shares; 2024Q3: 31,987 shares 31,987 $18.3M 1.22% -24 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 89,591 shares; 2024Q1: 147,006 shares; 2024Q2: 147,958 shares; 2024Q3: 147,152 shares 147,152 $17M 1.14% -806 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,980 shares; 2024Q1: 9,699 shares; 2024Q2: 9,566 shares; 2024Q3: 92,766 shares 92,766 $16M 1.07% +83,200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,615 shares; 2024Q1: 106,809 shares; 2024Q2: 105,818 shares; 2024Q3: 104,778 shares 104,778 $15.2M 1.02% -1,040 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,016 shares; 2024Q1: 22,395 shares; 2024Q2: 19,898 shares; 2024Q3: 19,309 shares 19,309 $15.1M 1.01% -589 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,901 shares; 2024Q1: 80,686 shares; 2024Q2: 77,406 shares; 2024Q3: 74,801 shares 74,801 $14.2M 0.95% -2,605 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 134,463 shares; 2024Q1: 183,561 shares; 2024Q2: 182,088 shares; 2024Q3: 228,304 shares 228,304 $14.1M 0.94% +46,216 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,358 shares; 2024Q1: 23,824 shares; 2024Q2: 23,388 shares; 2024Q3: 22,879 shares 22,879 $14.1M 0.94% -509 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,709 shares; 2024Q1: 69,012 shares; 2024Q2: 68,433 shares; 2024Q3: 66,530 shares 66,530 $14M 0.94% -1,903 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,020 shares; 2024Q1: 53,235 shares; 2024Q2: 52,175 shares; 2024Q3: 50,430 shares 50,430 $13.9M 0.93% -1,745 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,427 shares; 2024Q1: 44,766 shares; 2024Q2: 44,406 shares; 2024Q3: 42,919 shares 42,919 $13.8M 0.93% -1,487 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 144,454 shares; 2024Q1: 138,082 shares; 2024Q2: 137,460 shares; 2024Q3: 134,004 shares 134,004 $12.9M 0.86% -3,456 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250,868 shares; 2024Q1: 248,751 shares; 2024Q2: 245,475 shares; 2024Q3: 239,843 shares 239,843 $12.7M 0.85% -5,632 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,219 shares; 2024Q1: 73,336 shares; 2024Q2: 72,552 shares; 2024Q3: 72,576 shares 72,576 $12.6M 0.84% +24 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 151,615 shares; 2024Q1: 157,617 shares; 2024Q2: 148,784 shares; 2024Q3: 145,936 shares 145,936 $12.3M 0.82% -2,848 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207,207 shares; 2024Q1: 203,861 shares; 2024Q2: 200,401 shares; 2024Q3: 191,696 shares 191,696 $12.1M 0.81% -8,705 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180,023 shares; 2024Q1: 178,447 shares; 2024Q2: 175,675 shares; 2024Q3: 172,560 shares 172,560 $11.4M 0.76% -3,115 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117,687 shares; 2024Q1: 115,695 shares; 2024Q2: 102,667 shares; 2024Q3: 92,981 shares 92,981 $11.2M 0.75% -9,686 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,171 shares; 2024Q1: 21,945 shares; 2024Q2: 19,802 shares; 2024Q3: 19,366 shares 19,366 $11M 0.74% -436 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,745 shares; 2024Q1: 56,050 shares; 2024Q2: 53,882 shares; 2024Q3: 53,248 shares 53,248 $10.5M 0.7% -634 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,246 shares; 2024Q1: 86,380 shares; 2024Q2: 86,437 shares; 2024Q3: 85,203 shares 85,203 $10.3M 0.69% -1,234 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 178,512 shares; 2024Q1: 175,251 shares; 2024Q2: 178,929 shares; 2024Q3: 171,079 shares 171,079 $10.2M 0.68% -7,850 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 97,463 shares; 2024Q1: 96,017 shares; 2024Q2: 86,546 shares; 2024Q3: 85,813 shares 85,813 $9.76M 0.65% -733 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 193,894 shares; 2024Q1: 191,093 shares; 2024Q2: 184,413 shares; 2024Q3: 132,074 shares 132,074 $9.47M 0.63% -52,339 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,623 shares; 2024Q1: 137,891 shares; 2024Q2: 155,639 shares; 2024Q3: 150,446 shares 150,446 $9.37M 0.63% -5,193 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,126 shares; 2024Q1: 81,616 shares; 2024Q2: 77,479 shares; 2024Q3: 72,440 shares 72,440 $9.25M 0.62% -5,039 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,250 shares; 2024Q1: 11,851 shares; 2024Q2: 10,447 shares; 2024Q3: 10,328 shares 10,328 $9.15M 0.61% -119 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,355 shares; 2024Q1: 54,331 shares; 2024Q2: 56,316 shares; 2024Q3: 67,897 shares 67,897 $9.12M 0.61% +11,581 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80,452 shares; 2024Q1: 78,477 shares; 2024Q2: 76,879 shares; 2024Q3: 74,836 shares 74,836 $9.04M 0.6% -2,043 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100,033 shares; 2024Q1: 103,592 shares; 2024Q2: 101,751 shares; 2024Q3: 99,577 shares 99,577 $8.89M 0.59% -2,174 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,707 shares; 2024Q1: 33,195 shares; 2024Q2: 33,210 shares; 2024Q3: 32,189 shares 32,189 $8.61M 0.58% -1,021 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,439 shares; 2024Q1: 104,112 shares; 2024Q2: 108,351 shares; 2024Q3: 108,044 shares 108,044 $8.45M 0.56% -307 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,492 shares; 2024Q1: 58,508 shares; 2024Q2: 55,303 shares; 2024Q3: 54,280 shares 54,280 $8.42M 0.56% -1,023 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 136,298 shares; 2024Q1: 136,949 shares; 2024Q2: 134,593 shares; 2024Q3: 130,180 shares 130,180 $8.39M 0.56% -4,413 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,576 shares; 2024Q1: 71,696 shares; 2024Q2: 71,999 shares; 2024Q3: 71,434 shares 71,434 $7.8M 0.52% -565 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 213,291 shares; 2024Q1: 217,408 shares; 2024Q2: 209,301 shares; 2024Q3: 205,313 shares 205,313 $7.59M 0.51% -3,988 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,550 shares; 2024Q1: 30,696 shares; 2024Q2: 30,735 shares; 2024Q3: 30,824 shares 30,824 $7.53M 0.5% +89 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,409 shares; 2024Q1: 59,833 shares; 2024Q2: 71,965 shares; 2024Q3: 87,862 shares 87,862 $7.3M 0.49% +15,897 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,727 shares; 2024Q1: 25,797 shares; 2024Q2: 22,851 shares; 2024Q3: 22,213 shares 22,213 $7.3M 0.49% -638 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,149 shares; 2024Q1: 44,275 shares; 2024Q2: 44,301 shares; 2024Q3: 43,014 shares 43,014 $7.26M 0.48% -1,287 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62,690 shares; 2024Q1: 61,072 shares; 2024Q2: 55,001 shares; 2024Q3: 67,933 shares 67,933 $7.22M 0.48% +12,932 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 138,226 shares; 2024Q1: 107,160 shares; 2024Q2: 98,925 shares; 2024Q3: 90,482 shares 90,482 $7.19M 0.48% -8,443 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,002 shares; 2024Q1: 50,879 shares; 2024Q2: 79,986 shares; 2024Q3: 79,842 shares 79,842 $7.14M 0.48% -144 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64,476 shares; 2024Q1: 63,238 shares; 2024Q2: 62,559 shares; 2024Q3: 61,132 shares 61,132 $7.07M 0.47% -1,427 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,445 shares; 2024Q1: 103,871 shares; 2024Q2: 114,833 shares; 2024Q3: 112,613 shares 112,613 $7.06M 0.47% -2,220 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,618 shares; 2024Q1: 79,544 shares; 2024Q2: 78,889 shares; 2024Q3: 78,287 shares 78,287 $6.69M 0.45% -602 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,469 shares; 2024Q1: 17,367 shares; 2024Q2: 17,182 shares; 2024Q3: 17,086 shares 17,086 $6.68M 0.45% -96 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,274 shares; 2024Q1: 51,747 shares; 2024Q2: 58,455 shares; 2024Q3: 56,535 shares 56,535 $6.59M 0.44% -1,920 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80,950 shares; 2024Q1: 101,785 shares; 2024Q2: 96,015 shares; 2024Q3: 93,065 shares 93,065 $6.42M 0.43% -2,950 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72,212 shares; 2024Q1: 66,103 shares; 2024Q2: 65,041 shares; 2024Q3: 63,277 shares 63,277 $6.42M 0.43% -1,764 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 89,338 shares; 2024Q1: 76,618 shares; 2024Q2: 64,392 shares; 2024Q3: 50,687 shares 50,687 $6.3M 0.42% -13,705 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 222,594 shares; 2024Q1: 447,919 shares; 2024Q2: 349,716 shares; 2024Q3: 342,504 shares 342,504 $6.23M 0.42% -7,212 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $6.18M 0.41% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,969 shares; 2024Q1: 14,846 shares; 2024Q2: 14,897 shares; 2024Q3: 15,149 shares 15,149 $6.05M 0.4% +252 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,467 shares; 2024Q1: 27,992 shares; 2024Q2: 26,532 shares; 2024Q3: 26,712 shares 26,712 $5.89M 0.39% +180 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85,511 shares; 2024Q1: 84,767 shares; 2024Q2: 83,506 shares; 2024Q3: 80,970 shares 80,970 $5.73M 0.38% -2,536 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 140,994 shares; 2024Q3: 245,419 shares 245,419 $5.71M 0.38% +104,425 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,471 shares; 2024Q1: 46,664 shares; 2024Q2: 46,739 shares; 2024Q3: 46,281 shares 46,281 $5.39M 0.36% -458 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64,560 shares; 2024Q1: 231,797 shares; 2024Q2: 184,263 shares; 2024Q3: 178,220 shares 178,220 $5.34M 0.36% -6,043 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 71,376 shares; 2024Q1: 68,576 shares; 2024Q2: 66,883 shares; 2024Q3: 64,074 shares 64,074 $5.34M 0.36% -2,809 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,883 shares; 2024Q1: 39,170 shares; 2024Q2: 38,139 shares; 2024Q3: 37,585 shares 37,585 $5.31M 0.35% -554 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,751 shares; 2024Q1: 32,070 shares; 2024Q2: 31,882 shares; 2024Q3: 31,111 shares 31,111 $4.84M 0.32% -771 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,207 shares; 2024Q1: 31,069 shares; 2024Q2: 46,426 shares; 2024Q3: 48,966 shares 48,966 $4.82M 0.32% +2,540 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,666 shares; 2024Q1: 54,146 shares; 2024Q2: 54,421 shares; 2024Q3: 54,326 shares 54,326 $4.78M 0.32% -95 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,710 shares; 2024Q1: 8,445 shares; 2024Q2: 8,264 shares; 2024Q3: 8,172 shares 8,172 $4.64M 0.31% -92 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,736 shares; 2024Q1: 49,414 shares; 2024Q2: 49,107 shares; 2024Q3: 47,523 shares 47,523 $4.59M 0.31% -1,584 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,795 shares; 2024Q3: 23,357 shares 23,357 $4.52M 0.3% +562 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 260,684 shares; 2024Q1: 255,255 shares; 2024Q2: 256,164 shares; 2024Q3: 259,290 shares 259,290 $4.4M 0.29% +3,126 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 212,287 shares; 2024Q1: 207,822 shares; 2024Q2: 208,409 shares; 2024Q3: 210,959 shares 210,959 $4.35M 0.29% +2,550 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 222,741 shares; 2024Q1: 218,095 shares; 2024Q2: 218,776 shares; 2024Q3: 221,460 shares 221,460 $4.34M 0.29% +2,684 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,462 shares; 2024Q1: 78,755 shares; 2024Q2: 78,711 shares; 2024Q3: 77,174 shares 77,174 $4.32M 0.29% -1,537 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,814 shares; 2024Q1: 25,344 shares; 2024Q2: 24,339 shares; 2024Q3: 25,941 shares 25,941 $4.25M 0.28% +1,602 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,481 shares; 2024Q1: 79,368 shares; 2024Q2: 75,086 shares; 2024Q3: 73,029 shares 73,029 $4.25M 0.28% -2,057 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,185 shares; 2024Q2: 5,185 shares; 2024Q3: 20,740 shares 20,740 $4.2M 0.28% +15,555 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 116,249 shares; 2024Q1: 108,334 shares; 2024Q2: 102,354 shares; 2024Q3: 89,853 shares 89,853 $4.19M 0.28% -12,501 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 41,079 shares; 2024Q2: 120,679 shares; 2024Q3: 288,867 shares 288,867 $4.16M 0.28% +168,188 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,337 shares; 2024Q1: 27,407 shares; 2024Q2: 27,407 shares; 2024Q3: 27,407 shares 27,407 $4.14M 0.28% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,905 shares; 2024Q1: 12,241 shares; 2024Q2: 12,045 shares; 2024Q3: 11,816 shares 11,816 $4.11M 0.27% -229 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 150,976 shares 150,976 $4.08M 0.27% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,875 shares; 2024Q1: 14,597 shares; 2024Q2: 14,596 shares; 2024Q3: 14,455 shares 14,455 $3.98M 0.27% -141 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,827 shares; 2024Q1: 12,547 shares; 2024Q2: 12,387 shares; 2024Q3: 12,142 shares 12,142 $3.95M 0.26% -245 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 120,982 shares; 2024Q1: 113,477 shares; 2024Q2: 93,923 shares; 2024Q3: 63,645 shares 63,645 $3.91M 0.26% -30,278 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,430 shares; 2024Q1: 22,396 shares; 2024Q2: 21,873 shares; 2024Q3: 22,253 shares 22,253 $3.78M 0.25% +380 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,117 shares; 2024Q3: 13,343 shares 13,343 $3.74M 0.25% +6,226 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,190 shares; 2024Q1: 11,518 shares; 2024Q2: 13,037 shares; 2024Q3: 14,191 shares 14,191 $3.73M 0.25% +1,154 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,040 shares; 2024Q1: 56,596 shares; 2024Q2: 80,547 shares; 2024Q3: 73,227 shares 73,227 $3.72M 0.25% -7,320 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,648 shares; 2024Q1: 13,913 shares; 2024Q2: 13,913 shares; 2024Q3: 14,024 shares 14,024 $3.68M 0.25% +111 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,217 shares; 2024Q1: 67,358 shares; 2024Q2: 65,709 shares; 2024Q3: 62,294 shares 62,294 $3.65M 0.24% -3,415 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55,451 shares; 2024Q1: 52,840 shares; 2024Q2: 50,656 shares; 2024Q3: 48,372 shares 48,372 $3.57M 0.24% -2,284 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,040 shares; 2024Q3: 15,600 shares 15,600 $3.46M 0.23% -440 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,246 shares; 2024Q1: 29,093 shares; 2024Q2: 29,293 shares; 2024Q3: 29,518 shares 29,518 $3.46M 0.23% +225 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 119,227 shares; 2024Q1: 113,234 shares; 2024Q2: 112,053 shares; 2024Q3: 109,048 shares 109,048 $3.41M 0.23% -3,005 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,769 shares; 2024Q1: 6,664 shares; 2024Q2: 6,703 shares; 2024Q3: 6,636 shares 6,636 $3.28M 0.22% -67 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,341 shares; 2024Q1: 48,403 shares; 2024Q2: 45,829 shares; 2024Q3: 44,873 shares 44,873 $3.22M 0.22% -956 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 18,309 shares; 2024Q2: 26,643 shares; 2024Q3: 25,975 shares 25,975 $3.21M 0.21% -668 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,116 shares; 2024Q1: 17,572 shares; 2024Q2: 17,523 shares; 2024Q3: 16,158 shares 16,158 $3.2M 0.21% -1,365 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 125,569 shares; 2024Q1: 133,738 shares; 2024Q2: 136,517 shares; 2024Q3: 137,279 shares 137,279 $3.17M 0.21% +762 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140,774 shares; 2024Q1: 136,861 shares; 2024Q2: 109,447 shares; 2024Q3: 104,609 shares 104,609 $3.09M 0.21% -4,838 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,891 shares; 2024Q1: 4,980 shares; 2024Q2: 5,047 shares; 2024Q3: 5,305 shares 5,305 $3.09M 0.21% +258 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 142,267 shares; 2024Q1: 137,937 shares; 2024Q2: 107,418 shares; 2024Q3: 105,639 shares 105,639 $3.07M 0.21% -1,779 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,852 shares; 2024Q1: 9,623 shares; 2024Q2: 9,866 shares; 2024Q3: 9,948 shares 9,948 $3.02M 0.2% +82 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,793 shares; 2024Q1: 19,928 shares; 2024Q2: 18,000 shares; 2024Q3: 18,086 shares 18,086 $3.01M 0.2% +86 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 71,100 shares; 2024Q3: 75,906 shares 75,906 $2.95M 0.2% +4,806 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 55,064 shares; 2024Q2: 55,681 shares; 2024Q3: 54,223 shares 54,223 $2.92M 0.2% -1,458 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,319 shares; 2024Q1: 34,652 shares; 2024Q2: 31,747 shares; 2024Q3: 31,780 shares 31,780 $2.83M 0.19% +33 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 145,582 shares; 2024Q2: 355,138 shares; 2024Q3: 334,048 shares 334,048 $2.8M 0.19% -21,090 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,436 shares; 2024Q1: 4,731 shares; 2024Q2: 4,703 shares; 2024Q3: 3,942 shares 3,942 $2.79M 0.19% -761 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,998 shares; 2024Q1: 2,986 shares; 2024Q2: 2,945 shares; 2024Q3: 2,947 shares 2,947 $2.79M 0.19% +2 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,666 shares; 2024Q1: 15,439 shares; 2024Q2: 16,289 shares; 2024Q3: 16,532 shares 16,532 $2.72M 0.18% +243 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,816 shares; 2024Q1: 73,419 shares; 2024Q2: 72,346 shares; 2024Q3: 67,631 shares 67,631 $2.66M 0.18% -4,715 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,383 shares; 2024Q1: 58,308 shares; 2024Q2: 51,433 shares; 2024Q3: 51,396 shares 51,396 $2.63M 0.18% -37 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,131 shares; 2024Q1: 7,229 shares; 2024Q2: 10,330 shares; 2024Q3: 10,016 shares 10,016 $2.61M 0.17% -314 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,016 shares; 2024Q1: 3,969 shares; 2024Q2: 3,890 shares; 2024Q3: 4,342 shares 4,342 $2.53M 0.17% +452 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,341 shares; 2024Q1: 22,559 shares; 2024Q2: 22,012 shares; 2024Q3: 22,481 shares 22,481 $2.53M 0.17% +469 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 36,404 shares; 2024Q3: 45,654 shares 45,654 $2.39M 0.16% +9,250 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,510 shares; 2024Q1: 6,352 shares; 2024Q2: 6,692 shares; 2024Q3: 6,613 shares 6,613 $2.38M 0.16% -79 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,886 shares; 2024Q1: 2,811 shares; 2024Q2: 2,811 shares; 2024Q3: 2,658 shares 2,658 $2.33M 0.16% -153 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,358 shares; 2024Q1: 108,382 shares; 2024Q2: 228,094 shares; 2024Q3: 93,939 shares 93,939 $2.25M 0.15% -134,155 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,396 shares; 2024Q1: 51,268 shares; 2024Q2: 23,365 shares; 2024Q3: 15,791 shares 15,791 $2.22M 0.15% -7,574 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,554 shares; 2024Q1: 21,501 shares; 2024Q2: 22,965 shares; 2024Q3: 22,185 shares 22,185 $2.16M 0.14% -780 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,583 shares; 2024Q1: 20,497 shares; 2024Q2: 20,665 shares; 2024Q3: 20,548 shares 20,548 $2.15M 0.14% -117 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,500 shares; 2024Q1: 20,500 shares; 2024Q2: 42,784 shares; 2024Q3: 51,942 shares 51,942 $2.15M 0.14% +9,158 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 106,667 shares; 2024Q1: 104,463 shares; 2024Q2: 104,891 shares; 2024Q3: 106,326 shares 106,326 $2.14M 0.14% +1,435 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 90,598 shares; 2024Q1: 88,701 shares; 2024Q2: 89,048 shares; 2024Q3: 90,251 shares 90,251 $2.12M 0.14% +1,203 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,188 shares; 2024Q1: 9,538 shares; 2024Q2: 10,070 shares; 2024Q3: 10,890 shares 10,890 $2.12M 0.14% +820 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 101,916 shares; 2024Q1: 99,779 shares; 2024Q2: 100,166 shares; 2024Q3: 101,519 shares 101,519 $2.12M 0.14% +1,353 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,025 shares; 2024Q1: 35,021 shares; 2024Q2: 34,979 shares; 2024Q3: 34,979 shares 34,979 $2.09M 0.14% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43,614 shares 43,614 $2.09M 0.14% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,240 shares; 2024Q1: 4,235 shares; 2024Q2: 4,757 shares; 2024Q3: 4,757 shares 4,757 $2.01M 0.13% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 134,437 shares 134,437 $1.93M 0.13% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 175,395 shares; 2024Q1: 123,401 shares; 2024Q2: 76,235 shares; 2024Q3: 79,151 shares 79,151 $1.9M 0.13% +2,916 DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,646 shares; 2024Q1: 24,555 shares; 2024Q2: 23,314 shares; 2024Q3: 22,758 shares 22,758 $1.89M 0.13% -556 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,515 shares; 2024Q1: 3,577 shares; 2024Q2: 3,580 shares; 2024Q3: 3,580 shares 3,580 $1.88M 0.13% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,585 shares; 2024Q1: 3,808 shares; 2024Q2: 3,872 shares; 2024Q3: 3,845 shares 3,845 $1.84M 0.12% -27 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,077 shares; 2024Q1: 18,939 shares; 2024Q2: 18,303 shares; 2024Q3: 17,146 shares 17,146 $1.84M 0.12% -1,157 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,428 shares; 2024Q1: 30,768 shares; 2024Q2: 27,843 shares; 2024Q3: 23,023 shares 23,023 $1.81M 0.12% -4,820 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,928 shares 72,928 $1.79M 0.12% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,371 shares; 2024Q1: 6,908 shares; 2024Q2: 8,764 shares; 2024Q3: 9,771 shares 9,771 $1.75M 0.12% +1,007 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,983 shares; 2024Q1: 20,111 shares; 2024Q2: 19,050 shares; 2024Q3: 19,618 shares 19,618 $1.73M 0.12% +568 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,453 shares; 2024Q1: 8,364 shares; 2024Q2: 8,330 shares; 2024Q3: 8,277 shares 8,277 $1.73M 0.12% -53 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,115 shares; 2024Q1: 15,085 shares; 2024Q2: 21,653 shares; 2024Q3: 21,058 shares 21,058 $1.71M 0.11% -595 Timeline RSPT 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,480 shares; 2024Q1: 47,180 shares; 2024Q2: 46,480 shares; 2024Q3: 44,985 shares 44,985 $1.7M 0.11% -1,495 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,485 shares; 2024Q1: 10,485 shares; 2024Q2: 10,485 shares; 2024Q3: 10,485 shares 10,485 $1.62M 0.11% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,070 shares; 2024Q1: 3,083 shares; 2024Q2: 3,107 shares; 2024Q3: 3,127 shares 3,127 $1.61M 0.11% +20 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,776 shares; 2024Q1: 3,761 shares; 2024Q2: 3,756 shares; 2024Q3: 3,301 shares 3,301 $1.61M 0.11% -455 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,123 shares; 2024Q1: 7,183 shares; 2024Q2: 7,108 shares; 2024Q3: 7,136 shares 7,136 $1.61M 0.11% +28 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,746 shares; 2024Q1: 38,662 shares; 2024Q2: 37,463 shares; 2024Q3: 35,200 shares 35,200 $1.59M 0.11% -2,263 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,521 shares; 2024Q1: 5,581 shares; 2024Q2: 5,700 shares; 2024Q3: 5,805 shares 5,805 $1.58M 0.11% +105 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,531 shares; 2024Q1: 5,456 shares; 2024Q2: 5,166 shares; 2024Q3: 5,561 shares 5,561 $1.58M 0.11% +395 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,177 shares; 2024Q1: 4,177 shares; 2024Q2: 4,147 shares; 2024Q3: 3,888 shares 3,888 $1.49M 0.1% -259 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,855 shares; 2024Q1: 2,760 shares; 2024Q2: 9,380 shares; 2024Q3: 9,250 shares 9,250 $1.45M 0.1% -130 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,167 shares; 2024Q1: 7,080 shares; 2024Q2: 7,080 shares; 2024Q3: 7,080 shares 7,080 $1.42M 0.09% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,089 shares; 2024Q1: 2,971 shares; 2024Q2: 3,031 shares; 2024Q3: 2,940 shares 2,940 $1.41M 0.09% -91 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,817 shares; 2024Q1: 10,216 shares; 2024Q2: 10,216 shares; 2024Q3: 10,442 shares 10,442 $1.38M 0.09% +226 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,686 shares; 2024Q1: 5,729 shares; 2024Q2: 5,589 shares; 2024Q3: 5,519 shares 5,519 $1.36M 0.09% -70 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,499 shares; 2024Q1: 15,300 shares; 2024Q2: 15,375 shares; 2024Q3: 15,535 shares 15,535 $1.35M 0.09% +160 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,508 shares; 2024Q1: 16,040 shares; 2024Q2: 14,237 shares; 2024Q3: 13,328 shares 13,328 $1.35M 0.09% -909 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,330 shares; 2024Q1: 9,806 shares; 2024Q2: 9,261 shares; 2024Q3: 8,976 shares 8,976 $1.34M 0.09% -285 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,047 shares; 2024Q1: 4,942 shares; 2024Q2: 5,042 shares; 2024Q3: 4,778 shares 4,778 $1.32M 0.09% -264 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,480 shares; 2024Q1: 12,565 shares; 2024Q2: 11,264 shares; 2024Q3: 10,018 shares 10,018 $1.31M 0.09% -1,246 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,452 shares; 2024Q1: 3,413 shares; 2024Q2: 3,446 shares; 2024Q3: 3,720 shares 3,720 $1.3M 0.09% +274 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,843 shares; 2024Q1: 4,813 shares; 2024Q2: 4,813 shares; 2024Q3: 4,813 shares 4,813 $1.29M 0.09% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,677 shares; 2024Q1: 9,143 shares; 2024Q2: 8,835 shares; 2024Q3: 8,320 shares 8,320 $1.29M 0.09% -515 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,974 shares; 2024Q1: 53,195 shares; 2024Q2: 55,252 shares; 2024Q3: 54,054 shares 54,054 $1.27M 0.08% -1,198 JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,450 shares; 2024Q1: 14,030 shares; 2024Q2: 15,496 shares; 2024Q3: 19,620 shares 19,620 $1.25M 0.08% +4,124 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,165 shares; 2024Q1: 43,850 shares; 2024Q2: 42,995 shares; 2024Q3: 42,855 shares 42,855 $1.25M 0.08% -140 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,881 shares; 2024Q1: 26,920 shares; 2024Q2: 25,905 shares; 2024Q3: 24,753 shares 24,753 $1.24M 0.08% -1,152 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,163 shares; 2024Q1: 21,320 shares; 2024Q2: 20,848 shares; 2024Q3: 20,533 shares 20,533 $1.23M 0.08% -315 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,640 shares; 2024Q1: 11,300 shares; 2024Q2: 11,300 shares; 2024Q3: 11,175 shares 11,175 $1.23M 0.08% -125 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,026 shares; 2024Q1: 33,822 shares; 2024Q2: 32,012 shares; 2024Q3: 21,848 shares 21,848 $1.22M 0.08% -10,164 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,114 shares; 2024Q1: 35,114 shares; 2024Q2: 35,114 shares; 2024Q3: 35,114 shares 35,114 $1.21M 0.08% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,292 shares; 2024Q1: 18,622 shares; 2024Q2: 15,559 shares; 2024Q3: 15,034 shares 15,034 $1.21M 0.08% -525 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,415 shares; 2024Q1: 13,082 shares; 2024Q2: 12,837 shares; 2024Q3: 12,860 shares 12,860 $1.16M 0.08% +23 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,972 shares; 2024Q1: 6,792 shares; 2024Q2: 6,637 shares; 2024Q3: 6,760 shares 6,760 $1.15M 0.08% +123 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,564 shares; 2024Q1: 5,554 shares; 2024Q2: 6,132 shares; 2024Q3: 5,822 shares 5,822 $1.14M 0.08% -310 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,175 shares; 2024Q1: 44,204 shares; 2024Q2: 24,013 shares; 2024Q3: 25,757 shares 25,757 $1.14M 0.08% +1,744 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,750 shares; 2024Q1: 40,750 shares; 2024Q2: 40,750 shares; 2024Q3: 40,750 shares 40,750 $1.12M 0.07% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,817 shares; 2024Q1: 12,817 shares; 2024Q2: 12,963 shares; 2024Q3: 12,072 shares 12,072 $1.11M 0.07% -891 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,643 shares; 2024Q1: 8,181 shares; 2024Q2: 8,181 shares; 2024Q3: 8,181 shares 8,181 $1.1M 0.07% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,860 shares; 2024Q1: 10,860 shares; 2024Q2: 16,308 shares; 2024Q3: 19,133 shares 19,133 $1.1M 0.07% +2,825 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,950 shares; 2024Q1: 18,715 shares; 2024Q2: 18,715 shares; 2024Q3: 18,715 shares 18,715 $1.08M 0.07% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,415 shares; 2024Q1: 4,415 shares; 2024Q2: 3,740 shares; 2024Q3: 3,740 shares 3,740 $1.05M 0.07% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,040 shares; 2024Q1: 25,040 shares; 2024Q2: 25,040 shares; 2024Q3: 22,840 shares 22,840 $1.04M 0.07% -2,200 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,450 shares; 2024Q1: 3,450 shares; 2024Q2: 3,450 shares; 2024Q3: 3,450 shares 3,450 $1.04M 0.07% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,536 shares; 2024Q1: 69,960 shares; 2024Q2: 54,432 shares; 2024Q3: 47,224 shares 47,224 $1.03M 0.07% -7,208 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,282 shares; 2024Q1: 6,282 shares; 2024Q2: 6,282 shares; 2024Q3: 5,937 shares 5,937 $1.03M 0.07% -345 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,500 shares; 2024Q1: 11,500 shares; 2024Q2: 11,500 shares; 2024Q3: 11,500 shares 11,500 $1.02M 0.07% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,781 shares; 2024Q1: 14,808 shares; 2024Q2: 13,842 shares; 2024Q3: 12,827 shares 12,827 $1.01M 0.07% -1,015 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,793 shares; 2024Q1: 4,913 shares; 2024Q2: 4,854 shares; 2024Q3: 4,811 shares 4,811 $999K 0.07% -43 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,419 shares; 2024Q1: 11,349 shares; 2024Q2: 11,084 shares; 2024Q3: 11,034 shares 11,034 $988K 0.07% -50 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,437 shares; 2024Q1: 5,197 shares; 2024Q2: 5,032 shares; 2024Q3: 5,052 shares 5,052 $984K 0.07% +20 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,913 shares; 2024Q1: 6,863 shares; 2024Q2: 4,813 shares; 2024Q3: 4,368 shares 4,368 $965K 0.06% -445 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,631 shares; 2024Q1: 4,631 shares; 2024Q2: 4,631 shares; 2024Q3: 4,626 shares 4,626 $951K 0.06% -5 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,471 shares; 2024Q1: 12,551 shares; 2024Q2: 12,719 shares; 2024Q3: 12,671 shares 12,671 $940K 0.06% -48 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,586 shares; 2024Q1: 10,101 shares; 2024Q2: 9,301 shares; 2024Q3: 9,046 shares 9,046 $938K 0.06% -255 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,012 shares; 2024Q1: 25,424 shares; 2024Q2: 25,424 shares; 2024Q3: 23,167 shares 23,167 $935K 0.06% -2,257 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,983 shares; 2024Q1: 10,983 shares; 2024Q2: 5,318 shares; 2024Q3: 5,318 shares 5,318 $890K 0.06% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,922 shares; 2024Q1: 5,912 shares; 2024Q2: 5,812 shares; 2024Q3: 5,767 shares 5,767 $882K 0.06% -45 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,514 shares; 2024Q1: 25,287 shares; 2024Q2: 20,870 shares; 2024Q3: 21,183 shares 21,183 $882K 0.06% +313 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,382 shares; 2024Q1: 28,614 shares; 2024Q2: 19,879 shares; 2024Q3: 19,363 shares 19,363 $869K 0.06% -516 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,111 shares; 2024Q1: 6,221 shares; 2024Q2: 6,221 shares; 2024Q3: 5,856 shares 5,856 $849K 0.06% -365 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,956 shares; 2024Q1: 5,956 shares; 2024Q2: 5,956 shares; 2024Q3: 5,956 shares 5,956 $844K 0.06% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,937 shares; 2024Q1: 94,015 shares; 2024Q2: 39,875 shares; 2024Q3: 39,875 shares 39,875 $842K 0.06% 0 MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,897 shares; 2024Q1: 7,635 shares; 2024Q2: 7,635 shares; 2024Q3: 7,505 shares 7,505 $816K 0.05% -130 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 951 shares; 2024Q1: 926 shares; 2024Q2: 896 shares; 2024Q3: 891 shares 891 $786K 0.05% -5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,850 shares; 2024Q1: 1,850 shares; 2024Q2: 1,888 shares; 2024Q3: 1,850 shares 1,850 $773K 0.05% -38 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,590 shares; 2024Q1: 8,584 shares; 2024Q2: 8,560 shares; 2024Q3: 9,839 shares 9,839 $761K 0.05% +1,279 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,752 shares; 2024Q1: 18,832 shares; 2024Q2: 17,832 shares; 2024Q3: 15,532 shares 15,532 $748K 0.05% -2,300 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,269 shares; 2024Q1: 5,147 shares; 2024Q2: 5,147 shares; 2024Q3: 5,202 shares 5,202 $701K 0.05% +55 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,417 shares; 2024Q1: 15,732 shares; 2024Q2: 15,732 shares; 2024Q3: 15,512 shares 15,512 $701K 0.05% -220 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,007 shares; 2024Q1: 4,007 shares; 2024Q2: 4,007 shares; 2024Q3: 4,007 shares 4,007 $695K 0.05% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,646 shares; 2024Q1: 6,646 shares; 2024Q2: 6,646 shares; 2024Q3: 6,602 shares 6,602 $687K 0.05% -44 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 166 shares; 2024Q1: 166 shares; 2024Q2: 161 shares; 2024Q3: 161 shares 161 $684K 0.05% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,869 shares; 2024Q1: 8,869 shares; 2024Q2: 8,462 shares; 2024Q3: 8,462 shares 8,462 $681K 0.05% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,837 shares; 2024Q1: 8,044 shares; 2024Q2: 6,248 shares; 2024Q3: 5,676 shares 5,676 $681K 0.05% -572 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,100 shares; 2024Q1: 4,100 shares; 2024Q2: 4,100 shares; 2024Q3: 4,100 shares 4,100 $671K 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,818 shares; 2024Q1: 3,267 shares; 2024Q2: 3,157 shares; 2024Q3: 2,701 shares 2,701 $662K 0.04% -456 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,086 shares; 2024Q1: 7,796 shares; 2024Q2: 9,166 shares; 2024Q3: 9,016 shares 9,016 $660K 0.04% -150 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,621 shares; 2024Q1: 8,100 shares; 2024Q2: 8,197 shares; 2024Q3: 7,636 shares 7,636 $638K 0.04% -561 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,277 shares; 2024Q1: 2,277 shares; 2024Q2: 2,277 shares; 2024Q3: 2,277 shares 2,277 $636K 0.04% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,238 shares; 2024Q1: 1,238 shares; 2024Q2: 1,238 shares; 2024Q3: 1,238 shares 1,238 $635K 0.04% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,267 shares; 2024Q1: 6,208 shares; 2024Q2: 3,087 shares; 2024Q3: 3,087 shares 3,087 $619K 0.04% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,259 shares; 2024Q1: 2,259 shares; 2024Q2: 2,259 shares; 2024Q3: 2,259 shares 2,259 $603K 0.04% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,362 shares; 2024Q1: 8,177 shares; 2024Q2: 7,424 shares; 2024Q3: 5,905 shares 5,905 $599K 0.04% -1,519 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 102,845 shares; 2024Q1: 104,091 shares; 2024Q2: 101,876 shares; 2024Q3: 10,599 shares 10,599 $584K 0.04% -91,277 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,475 shares; 2024Q1: 5,655 shares; 2024Q2: 5,655 shares; 2024Q3: 5,655 shares 5,655 $566K 0.04% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,147 shares; 2024Q1: 1,107 shares; 2024Q2: 1,072 shares; 2024Q3: 1,074 shares 1,074 $563K 0.04% +2 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 482 shares; 2024Q1: 482 shares; 2024Q2: 489 shares; 2024Q3: 489 shares 489 $560K 0.04% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,490 shares; 2024Q1: 8,832 shares; 2024Q2: 8,580 shares; 2024Q3: 8,496 shares 8,496 $556K 0.04% -84 KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,168 shares; 2024Q1: 4,088 shares; 2024Q2: 4,063 shares; 2024Q3: 3,818 shares 3,818 $544K 0.04% -245 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,158 shares; 2024Q1: 3,158 shares; 2024Q2: 3,158 shares; 2024Q3: 3,158 shares 3,158 $536K 0.04% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,334 shares; 2024Q1: 2,050 shares; 2024Q2: 2,113 shares; 2024Q3: 2,102 shares 2,102 $535K 0.04% -11 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,995 shares; 2024Q1: 22,993 shares; 2024Q2: 22,558 shares; 2024Q3: 10,655 shares 10,655 $514K 0.03% -11,903 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,100 shares; 2024Q1: 5,274 shares; 2024Q2: 4,954 shares; 2024Q3: 3,676 shares 3,676 $505K 0.03% -1,278 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,265 shares; 2024Q1: 11,265 shares; 2024Q2: 11,265 shares; 2024Q3: 11,265 shares 11,265 $503K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,872 shares; 2024Q1: 2,054 shares; 2024Q2: 2,701 shares; 2024Q3: 2,701 shares 2,701 $501K 0.03% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,120 shares; 2024Q1: 7,745 shares; 2024Q2: 6,445 shares; 2024Q3: 6,445 shares 6,445 $485K 0.03% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,929 shares; 2024Q1: 22,018 shares; 2024Q2: 21,136 shares; 2024Q3: 21,136 shares 21,136 $479K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,973 shares; 2024Q1: 1,973 shares; 2024Q2: 1,658 shares; 2024Q3: 1,526 shares 1,526 $478K 0.03% -132 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,630 shares; 2024Q2: 9,131 shares; 2024Q3: 8,691 shares 8,691 $476K 0.03% -440 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,525 shares; 2024Q1: 12,030 shares; 2024Q2: 9,070 shares; 2024Q3: 8,759 shares 8,759 $471K 0.03% -311 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,895 shares; 2024Q1: 3,875 shares; 2024Q2: 3,805 shares; 2024Q3: 3,805 shares 3,805 $469K 0.03% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,322 shares; 2024Q1: 3,715 shares; 2024Q2: 3,715 shares; 2024Q3: 3,670 shares 3,670 $469K 0.03% -45 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,225 shares; 2024Q1: 1,180 shares; 2024Q2: 1,145 shares; 2024Q3: 1,470 shares 1,470 $426K 0.03% +325 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,613 shares; 2024Q1: 6,613 shares; 2024Q2: 6,294 shares; 2024Q3: 6,294 shares 6,294 $421K 0.03% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,645 shares; 2024Q1: 3,645 shares; 2024Q2: 3,556 shares; 2024Q3: 3,556 shares 3,556 $418K 0.03% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,076 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares 5,000 $416K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 645 shares 645 $399K 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,377 shares; 2024Q1: 5,377 shares; 2024Q2: 5,107 shares; 2024Q3: 5,129 shares 5,129 $398K 0.03% +22 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,007 shares; 2024Q1: 1,437 shares; 2024Q2: 1,437 shares; 2024Q3: 1,416 shares 1,416 $390K 0.03% -21 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,237 shares; 2024Q1: 9,207 shares; 2024Q2: 8,865 shares; 2024Q3: 8,459 shares 8,459 $390K 0.03% -406 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,982 shares; 2024Q1: 3,672 shares; 2024Q2: 3,514 shares; 2024Q3: 3,519 shares 3,519 $389K 0.03% +5 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,978 shares; 2024Q1: 14,828 shares; 2024Q2: 10,951 shares; 2024Q3: 3,712 shares 3,712 $381K 0.03% -7,239 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,200 shares; 2024Q1: 6,200 shares; 2024Q2: 6,200 shares; 2024Q3: 6,200 shares 6,200 $379K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,358 shares; 2024Q1: 11,536 shares; 2024Q2: 11,993 shares; 2024Q3: 11,993 shares 11,993 $377K 0.03% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,256 shares; 2024Q1: 5,256 shares; 2024Q2: 5,256 shares; 2024Q3: 5,256 shares 5,256 $367K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,391 shares; 2024Q3: 10,966 shares 10,966 $367K 0.02% +3,575 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,265 shares; 2024Q1: 13,819 shares; 2024Q2: 11,893 shares; 2024Q3: 10,646 shares 10,646 $360K 0.02% -1,247 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,892 shares; 2024Q1: 9,892 shares; 2024Q2: 9,864 shares; 2024Q3: 8,590 shares 8,590 $356K 0.02% -1,274 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,175 shares; 2024Q1: 17,610 shares; 2024Q2: 17,430 shares; 2024Q3: 15,355 shares 15,355 $354K 0.02% -2,075 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,923 shares; 2024Q1: 4,923 shares; 2024Q2: 4,923 shares; 2024Q3: 4,612 shares 4,612 $343K 0.02% -311 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,847 shares; 2024Q1: 6,790 shares; 2024Q2: 6,790 shares; 2024Q3: 7,540 shares 7,540 $343K 0.02% +750 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,550 shares; 2024Q1: 2,550 shares; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares 2,550 $339K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,670 shares; 2024Q1: 3,415 shares; 2024Q2: 3,322 shares; 2024Q3: 3,227 shares 3,227 $337K 0.02% -95 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,050 shares; 2024Q1: 4,050 shares; 2024Q2: 4,050 shares; 2024Q3: 4,050 shares 4,050 $335K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,915 shares; 2024Q1: 2,890 shares; 2024Q2: 2,890 shares; 2024Q3: 2,760 shares 2,760 $330K 0.02% -130 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,524 shares; 2024Q1: 26,883 shares; 2024Q2: 24,086 shares; 2024Q3: 18,219 shares 18,219 $328K 0.02% -5,867 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,150 shares; 2024Q1: 1,150 shares; 2024Q2: 1,150 shares; 2024Q3: 1,150 shares 1,150 $298K 0.02% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,322 shares; 2024Q1: 13,947 shares; 2024Q2: 13,702 shares; 2024Q3: 13,395 shares 13,395 $292K 0.02% -307 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,514 shares; 2024Q1: 35,861 shares; 2024Q2: 36,469 shares; 2024Q3: 5,521 shares 5,521 $281K 0.02% -30,948 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares 1,700 $278K 0.02% 0 Timeline FXL 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,930 shares; 2024Q1: 1,930 shares; 2024Q2: 1,930 shares; 2024Q3: 1,930 shares 1,930 $267K 0.02% 0 Timeline CQQQ 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,869 shares; 2024Q1: 7,344 shares; 2024Q2: 7,344 shares; 2024Q3: 6,536 shares 6,536 $260K 0.02% -808 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,011 shares; 2024Q1: 1,828 shares; 2024Q2: 1,828 shares; 2024Q3: 1,828 shares 1,828 $256K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares 1,450 $252K 0.02% 0 Timeline RSPH 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,560 shares; 2024Q1: 7,560 shares; 2024Q2: 7,560 shares; 2024Q3: 7,500 shares 7,500 $241K 0.02% -60 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,550 shares; 2024Q1: 5,550 shares; 2024Q2: 5,550 shares; 2024Q3: 5,550 shares 5,550 $236K 0.02% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,740 shares; 2024Q2: 4,590 shares; 2024Q3: 4,590 shares 4,590 $234K 0.02% 0 Timeline XLB 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,964 shares; 2024Q1: 2,677 shares; 2024Q2: 2,522 shares; 2024Q3: 2,325 shares 2,325 $225K 0.02% -197 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,692 shares; 2024Q2: 2,702 shares; 2024Q3: 2,702 shares 2,702 $224K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 785 shares; 2024Q2: 785 shares; 2024Q3: 780 shares 780 $223K 0.01% -5 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,004 shares; 2024Q1: 3,004 shares; 2024Q2: not reported; 2024Q3: 2,471 shares 2,471 $223K 0.01% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,650 shares; 2024Q2: 1,650 shares; 2024Q3: 1,837 shares 1,837 $222K 0.01% +187 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,146 shares; 2024Q1: 13,146 shares; 2024Q2: 13,146 shares; 2024Q3: 13,646 shares 13,646 $219K 0.01% +500 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares 265 $219K 0.01% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares 900 $219K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 898 shares; 2024Q1: 898 shares; 2024Q2: 898 shares; 2024Q3: 898 shares 898 $217K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,150 shares 1,150 $217K 0.01% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,400 shares; 2024Q2: not reported; 2024Q3: 2,400 shares 2,400 $213K 0.01% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,190 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,448 shares 5,448 $209K 0.01% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,754 shares 3,754 $203K 0.01% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,175 shares; 2024Q1: 1,175 shares; 2024Q2: not reported; 2024Q3: 1,175 shares 1,175 $203K 0.01% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 804 shares 804 $201K 0.01% new Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,395 shares; 2024Q1: 19,395 shares; 2024Q2: 19,395 shares; 2024Q3: 19,395 shares 19,395 $112K 0.01% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,492 shares; 2024Q1: 20,492 shares; 2024Q2: 20,492 shares; 2024Q3: 20,492 shares 20,492 $101K 0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,615 shares; 2024Q1: 19,615 shares; 2024Q2: 19,615 shares; 2024Q3: 19,615 shares 19,615 $37.7K <0.01% 0 Timeline CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,225 shares; 2024Q1: 15,225 shares; 2024Q2: 15,225 shares; 2024Q3: 15,225 shares 15,225 $22.8K <0.01% 0 Timeline ICAD INC ICAD INC More: the full row for ICAD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,300 shares; 2024Q1: 12,300 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares 12,300 $20.4K <0.01% 0