AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,539 shares; 2024Q4: 586,170 shares; 2025Q1: 499,877 shares; 2025Q2: 468,754 shares; 2025Q3: 462,537 shares 462,537 $118M 5.52% -6,217 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,073 shares; 2024Q4: 214,540 shares; 2025Q1: 194,144 shares; 2025Q2: 188,211 shares; 2025Q3: 186,307 shares 186,307 $96.5M 4.52% -1,904 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,069 shares; 2024Q4: 255,974 shares; 2025Q1: 226,321 shares; 2025Q2: 195,122 shares; 2025Q3: 193,820 shares 193,820 $56.9M 2.67% -1,302 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,706 shares; 2024Q4: 194,699 shares; 2025Q1: 168,062 shares; 2025Q2: 169,682 shares; 2025Q3: 168,490 shares 168,490 $51.2M 2.4% -1,192 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,870 shares; 2024Q4: 99,388 shares; 2025Q1: 81,067 shares; 2025Q2: 85,802 shares; 2025Q3: 86,041 shares 86,041 $48.6M 2.28% +239 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,544 shares; 2024Q4: 131,327 shares; 2025Q1: 109,272 shares; 2025Q2: 110,394 shares; 2025Q3: 109,053 shares 109,053 $44.2M 2.07% -1,341 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,737 shares; 2024Q4: 456,569 shares; 2025Q1: 377,467 shares; 2025Q2: 382,369 shares; 2025Q3: 381,925 shares 381,925 $43.8M 2.05% -444 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,283 shares; 2024Q4: 489,327 shares; 2025Q1: 398,784 shares; 2025Q2: 423,429 shares; 2025Q3: 421,815 shares 421,815 $43.5M 2.04% -1,614 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,214 shares; 2024Q4: 223,168 shares; 2025Q1: 180,422 shares; 2025Q2: 179,819 shares; 2025Q3: 178,496 shares 178,496 $41M 1.92% -1,323 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,474 shares; 2024Q4: 84,282 shares; 2025Q1: 72,024 shares; 2025Q2: 72,433 shares; 2025Q3: 71,392 shares 71,392 $40.6M 1.9% -1,041 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,073 shares; 2024Q4: 453,045 shares; 2025Q1: 376,279 shares; 2025Q2: 331,976 shares; 2025Q3: 327,599 shares 327,599 $40.5M 1.9% -4,377 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,407 shares; 2024Q4: 212,142 shares; 2025Q1: 172,260 shares; 2025Q2: 174,525 shares; 2025Q3: 174,046 shares 174,046 $40.3M 1.89% -479 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,575 shares; 2024Q4: 94,485 shares; 2025Q1: 77,608 shares; 2025Q2: 86,057 shares; 2025Q3: 97,935 shares 97,935 $39.6M 1.86% +11,878 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,931 shares; 2024Q4: 280,011 shares; 2025Q1: 236,728 shares; 2025Q2: 238,598 shares; 2025Q3: 234,591 shares 234,591 $39M 1.83% -4,007 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,549 shares; 2024Q4: 143,366 shares; 2025Q1: 123,562 shares; 2025Q2: 124,890 shares; 2025Q3: 125,990 shares 125,990 $39M 1.83% +1,100 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,008 shares; 2024Q4: 789,672 shares; 2025Q1: 649,542 shares; 2025Q2: 701,884 shares; 2025Q3: 682,517 shares 682,517 $38.8M 1.82% -19,367 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,124 shares; 2024Q4: 201,143 shares; 2025Q1: 176,510 shares; 2025Q2: 149,975 shares; 2025Q3: 148,343 shares 148,343 $38.7M 1.81% -1,632 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,823 shares; 2024Q4: 133,402 shares; 2025Q1: 108,441 shares; 2025Q2: 109,703 shares; 2025Q3: 109,144 shares 109,144 $37.8M 1.77% -559 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,473 shares; 2024Q4: 409,339 shares; 2025Q1: 333,915 shares; 2025Q2: 339,532 shares; 2025Q3: 330,695 shares 330,695 $37.3M 1.75% -8,837 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,285 shares; 2024Q4: 269,437 shares; 2025Q1: 213,731 shares; 2025Q2: 215,094 shares; 2025Q3: 214,056 shares 214,056 $36.6M 1.71% -1,038 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,238 shares; 2024Q4: 55,480 shares; 2025Q1: 45,770 shares; 2025Q2: 50,129 shares; 2025Q3: 49,417 shares 49,417 $33.7M 1.58% -712 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,447 shares; 2024Q4: 106,107 shares; 2025Q1: 87,942 shares; 2025Q2: 97,330 shares; 2025Q3: 96,654 shares 96,654 $33.5M 1.57% -676 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,300 shares; 2024Q4: 41,379 shares; 2025Q1: 34,286 shares; 2025Q2: 36,702 shares; 2025Q3: 35,898 shares 35,898 $33.2M 1.56% -804 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918,687 shares; 2024Q4: 908,113 shares; 2025Q1: 742,031 shares; 2025Q2: 751,103 shares; 2025Q3: 752,993 shares 752,993 $33.1M 1.55% +1,890 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,207 shares; 2024Q4: 68,221 shares; 2025Q1: 208,225 shares; 2025Q2: 213,198 shares; 2025Q3: 212,983 shares 212,983 $32.7M 1.53% -215 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,697 shares; 2024Q4: 282,078 shares; 2025Q1: 242,733 shares; 2025Q2: 244,726 shares; 2025Q3: 243,636 shares 243,636 $32.6M 1.53% -1,090 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,034 shares; 2024Q4: 547,230 shares; 2025Q1: 460,269 shares; 2025Q2: 467,986 shares; 2025Q3: 470,442 shares 470,442 $31.8M 1.49% +2,456 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,870 shares; 2024Q4: 164,952 shares; 2025Q1: 131,996 shares; 2025Q2: 132,893 shares; 2025Q3: 132,319 shares 132,319 $31.7M 1.49% -574 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,067 shares; 2024Q4: 104,311 shares; 2025Q1: 84,836 shares; 2025Q2: 85,398 shares; 2025Q3: 84,085 shares 84,085 $31.1M 1.46% -1,313 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,769 shares; 2024Q4: 180,306 shares; 2025Q1: 144,677 shares; 2025Q2: 166,076 shares; 2025Q3: 165,864 shares 165,864 $30.5M 1.43% -212 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,224 shares; 2024Q4: 108,662 shares; 2025Q1: 88,479 shares; 2025Q2: 106,293 shares; 2025Q3: 121,270 shares 121,270 $29.9M 1.4% +14,977 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,820 shares; 2024Q4: 515,287 shares; 2025Q1: 431,695 shares; 2025Q2: 447,374 shares; 2025Q3: 443,288 shares 443,288 $29.7M 1.39% -4,086 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,535 shares; 2024Q4: 70,354 shares; 2025Q1: 55,954 shares; 2025Q2: 61,209 shares; 2025Q3: 60,627 shares 60,627 $29.5M 1.38% -582 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,760 shares; 2024Q4: 80,337 shares; 2025Q1: 63,663 shares; 2025Q2: 65,037 shares; 2025Q3: 64,389 shares 64,389 $29.4M 1.38% -648 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,117 shares; 2024Q4: 126,815 shares; 2025Q1: 105,696 shares; 2025Q2: 119,309 shares; 2025Q3: 118,221 shares 118,221 $29.3M 1.37% -1,088 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,002 shares; 2024Q4: 156,740 shares; 2025Q1: 126,732 shares; 2025Q2: 141,665 shares; 2025Q3: 140,612 shares 140,612 $28.9M 1.35% -1,053 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,483 shares; 2024Q4: 406,516 shares; 2025Q1: 328,867 shares; 2025Q2: 329,573 shares; 2025Q3: 323,743 shares 323,743 $28.6M 1.34% -5,830 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,208 shares; 2024Q4: 468,274 shares; 2025Q1: 382,753 shares; 2025Q2: 750,155 shares; 2025Q3: 563,828 shares 563,828 $27.7M 1.3% -186,327 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,223 shares; 2024Q4: 110,173 shares; 2025Q1: 109,185 shares; 2025Q2: 86,376 shares; 2025Q3: 85,149 shares 85,149 $26.9M 1.26% -1,227 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,064 shares; 2024Q4: 218,953 shares; 2025Q1: 175,674 shares; 2025Q2: 179,016 shares; 2025Q3: 178,939 shares 178,939 $24.9M 1.17% -77 Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,688 shares; 2025Q1: 3,646 shares; 2025Q2: 158,165 shares; 2025Q3: 158,580 shares 158,580 $24.6M 1.15% +415 BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,497 shares; 2024Q4: 129,385 shares; 2025Q1: 102,720 shares; 2025Q2: 103,671 shares; 2025Q3: 102,770 shares 102,770 $24.5M 1.15% -901 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,419 shares; 2024Q4: 280,666 shares; 2025Q1: 223,270 shares; 2025Q2: 225,964 shares; 2025Q3: 228,899 shares 228,899 $19.2M 0.9% +2,935 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,908 shares; 2024Q4: 29,628 shares; 2025Q1: 24,009 shares; 2025Q2: 24,202 shares; 2025Q3: 24,127 shares 24,127 $18.9M 0.89% -75 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,604 shares; 2024Q4: 365,321 shares; 2025Q1: 294,089 shares; 2025Q2: 298,456 shares; 2025Q3: 291,004 shares 291,004 $18.2M 0.85% -7,452 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,730 shares; 2024Q4: 148,333 shares; 2025Q1: 123,285 shares; 2025Q2: 127,643 shares; 2025Q3: 123,176 shares 123,176 $18M 0.85% -4,467 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,686 shares; 2024Q4: 238,786 shares; 2025Q1: 233,025 shares; 2025Q2: 233,456 shares; 2025Q3: 231,924 shares 231,924 $17.5M 0.82% -1,532 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,447 shares; 2024Q4: 122,306 shares; 2025Q1: 110,035 shares; 2025Q2: 112,298 shares; 2025Q3: 108,749 shares 108,749 $17.4M 0.82% -3,549 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,618 shares; 2024Q4: 194,112 shares; 2025Q1: 155,838 shares; 2025Q2: 156,706 shares; 2025Q3: 154,779 shares 154,779 $17.4M 0.81% -1,927 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,145 shares; 2024Q4: 129,918 shares; 2025Q1: 106,212 shares; 2025Q2: 106,098 shares; 2025Q3: 106,516 shares 106,516 $15.9M 0.74% +418 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,065 shares; 2024Q4: 57,359 shares; 2025Q1: 55,360 shares; 2025Q2: 46,225 shares; 2025Q3: 45,342 shares 45,342 $15.5M 0.72% -883 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,980 shares; 2024Q4: 108,769 shares; 2025Q1: 107,829 shares; 2025Q2: 82,735 shares; 2025Q3: 81,913 shares 81,913 $15.2M 0.71% -822 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,586 shares; 2024Q4: 61,729 shares; 2025Q1: 50,849 shares; 2025Q2: 49,515 shares; 2025Q3: 48,956 shares 48,956 $15.2M 0.71% -559 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,941 shares; 2024Q4: 56,677 shares; 2025Q1: 50,606 shares; 2025Q2: 51,518 shares; 2025Q3: 51,865 shares 51,865 $14.6M 0.69% +347 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,485 shares; 2024Q4: 39,486 shares; 2025Q1: 39,398 shares; 2025Q2: 29,807 shares; 2025Q3: 29,227 shares 29,227 $13.9M 0.65% -580 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,661 shares; 2024Q4: 28,293 shares; 2025Q1: 31,123 shares; 2025Q2: 47,631 shares; 2025Q3: 48,704 shares 48,704 $11.8M 0.56% +1,073 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,959 shares; 2024Q4: 137,079 shares; 2025Q1: 121,508 shares; 2025Q2: 89,274 shares; 2025Q3: 61,232 shares 61,232 $11.5M 0.54% -28,042 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,492 shares; 2024Q4: 95,563 shares; 2025Q1: 95,533 shares; 2025Q2: 95,433 shares; 2025Q3: 94,605 shares 94,605 $11.2M 0.52% -828 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,406 shares; 2024Q4: 70,354 shares; 2025Q1: 54,056 shares; 2025Q2: 34,550 shares; 2025Q3: 34,552 shares 34,552 $9.7M 0.45% +2 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,564 shares; 2024Q4: 38,586 shares; 2025Q1: 38,477 shares; 2025Q2: 37,766 shares; 2025Q3: 37,317 shares 37,317 $8.82M 0.41% -449 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,125 shares; 2024Q4: 90,401 shares; 2025Q1: 76,495 shares; 2025Q2: 77,560 shares; 2025Q3: 75,853 shares 75,853 $8.42M 0.39% -1,707 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,331 shares; 2024Q4: 31,306 shares; 2025Q1: 35,574 shares; 2025Q2: 42,694 shares; 2025Q3: 41,634 shares 41,634 $7.77M 0.36% -1,060 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,291 shares; 2024Q4: 78,487 shares; 2025Q1: 76,042 shares; 2025Q2: 53,516 shares; 2025Q3: 53,343 shares 53,343 $7.49M 0.35% -173 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,450 shares; 2024Q4: 111,198 shares; 2025Q1: 93,160 shares; 2025Q2: 95,635 shares; 2025Q3: 90,621 shares 90,621 $6.61M 0.31% -5,014 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 28,877 shares; 2025Q1: 24,507 shares; 2025Q2: 24,681 shares; 2025Q3: 24,219 shares 24,219 $6.6M 0.31% -462 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,775 shares; 2024Q4: 72,027 shares; 2025Q1: 58,850 shares; 2025Q2: 60,187 shares; 2025Q3: 55,350 shares 55,350 $5.27M 0.25% -4,837 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,057 shares; 2024Q4: 66,705 shares; 2025Q1: 64,931 shares; 2025Q2: 33,692 shares; 2025Q3: 33,645 shares 33,645 $5.22M 0.24% -47 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,388 shares; 2024Q4: 31,474 shares; 2025Q1: 30,340 shares; 2025Q2: 10,744 shares; 2025Q3: 10,931 shares 10,931 $5.19M 0.24% +187 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,537 shares; 2024Q4: 94,774 shares; 2025Q1: 79,896 shares; 2025Q2: 82,230 shares; 2025Q3: 83,410 shares 83,410 $5.07M 0.24% +1,180 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,633 shares; 2024Q4: 72,743 shares; 2025Q1: 72,127 shares; 2025Q2: 31,101 shares; 2025Q3: 30,094 shares 30,094 $5.04M 0.24% -1,007 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,531 shares; 2024Q4: 13,351 shares; 2025Q1: 13,345 shares; 2025Q2: 13,632 shares; 2025Q3: 13,666 shares 13,666 $4.67M 0.22% +34 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,334 shares; 2024Q4: 62,401 shares; 2025Q1: 62,173 shares; 2025Q2: 35,210 shares; 2025Q3: 35,160 shares 35,160 $4.51M 0.21% -50 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,807 shares; 2024Q4: 21,547 shares; 2025Q1: 21,687 shares; 2025Q2: 21,241 shares; 2025Q3: 20,511 shares 20,511 $4.5M 0.21% -730 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,960 shares; 2024Q4: 37,397 shares; 2025Q1: 31,208 shares; 2025Q2: 32,018 shares; 2025Q3: 31,490 shares 31,490 $3.92M 0.18% -528 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,826 shares; 2024Q4: 35,179 shares; 2025Q1: 37,029 shares; 2025Q2: 43,732 shares; 2025Q3: 46,407 shares 46,407 $3.64M 0.17% +2,675 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,800 shares; 2024Q4: 54,144 shares; 2025Q1: 53,164 shares; 2025Q2: 49,736 shares; 2025Q3: 42,805 shares 42,805 $3.62M 0.17% -6,931 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,942 shares; 2025Q1: 5,122 shares; 2025Q2: 4,872 shares; 2025Q3: 4,686 shares 4,686 $3.58M 0.17% -186 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,540 shares; 2024Q4: 6,593 shares; 2025Q1: 5,834 shares; 2025Q2: 8,554 shares; 2025Q3: 9,993 shares 9,993 $3.3M 0.15% +1,439 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,799 shares; 2024Q4: 99,794 shares; 2025Q1: 98,690 shares; 2025Q2: 49,568 shares; 2025Q3: 49,583 shares 49,583 $3.29M 0.15% +15 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,512 shares; 2025Q1: 2,182 shares; 2025Q2: 12,000 shares; 2025Q3: 11,648 shares 11,648 $3.15M 0.15% -352 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,962 shares; 2024Q4: 6,853 shares; 2025Q1: 6,836 shares; 2025Q2: 6,702 shares; 2025Q3: 6,825 shares 6,825 $3.12M 0.15% +123 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,192 shares; 2024Q4: 39,529 shares; 2025Q1: 4,813 shares; 2025Q2: 3,399 shares; 2025Q3: 2,608 shares 2,608 $3.04M 0.14% -791 HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,949 shares; 2024Q4: 35,899 shares; 2025Q1: 32,234 shares; 2025Q2: 13,331 shares; 2025Q3: 12,826 shares 12,826 $2.4M 0.11% -505 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,152 shares; 2024Q4: 64,422 shares; 2025Q1: 63,274 shares; 2025Q2: 39,241 shares; 2025Q3: 39,241 shares 39,241 $2.34M 0.11% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,330 shares; 2025Q1: 1,546 shares; 2025Q2: 9,663 shares; 2025Q3: 9,544 shares 9,544 $2.21M 0.1% -119 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,279 shares; 2024Q4: 13,904 shares; 2025Q1: 13,488 shares; 2025Q2: 23,968 shares; 2025Q3: 26,427 shares 26,427 $2.05M 0.1% +2,459 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,628 shares; 2024Q4: 10,481 shares; 2025Q1: 9,247 shares; 2025Q2: 8,595 shares; 2025Q3: 8,388 shares 8,388 $2.04M 0.1% -207 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,668 shares; 2024Q4: 14,868 shares; 2025Q1: 14,174 shares; 2025Q2: 13,502 shares; 2025Q3: 11,677 shares 11,677 $1.99M 0.09% -1,825 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,267 shares; 2024Q4: 35,354 shares; 2025Q1: 34,204 shares; 2025Q2: 33,862 shares; 2025Q3: 31,352 shares 31,352 $1.99M 0.09% -2,510 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,391 shares; 2025Q1: 3,123 shares; 2025Q2: 3,211 shares; 2025Q3: 3,193 shares 3,193 $1.92M 0.09% -18 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,191 shares; 2024Q4: 9,400 shares; 2025Q1: 6,510 shares; 2025Q2: 7,400 shares; 2025Q3: 7,568 shares 7,568 $1.86M 0.09% +168 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,616 shares; 2024Q4: 15,225 shares; 2025Q1: 14,691 shares; 2025Q2: 15,383 shares; 2025Q3: 18,079 shares 18,079 $1.81M 0.08% +2,696 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,415 shares; 2024Q4: 84,623 shares; 2025Q1: 81,829 shares; 2025Q2: 68,988 shares; 2025Q3: 73,368 shares 73,368 $1.81M 0.08% +4,380 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,905 shares; 2024Q4: 108,156 shares; 2025Q1: 104,148 shares; 2025Q2: 84,284 shares; 2025Q3: 90,032 shares 90,032 $1.72M 0.08% +5,748 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,647 shares; 2024Q4: 15,403 shares; 2025Q1: 21,617 shares; 2025Q2: 26,881 shares; 2025Q3: 28,560 shares 28,560 $1.71M 0.08% +1,679 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,344 shares; 2024Q4: 13,959 shares; 2025Q1: 14,159 shares; 2025Q2: 14,339 shares; 2025Q3: 14,339 shares 14,339 $1.7M 0.08% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,392 shares; 2024Q4: 38,184 shares; 2025Q1: 38,035 shares; 2025Q2: 17,762 shares; 2025Q3: 17,767 shares 17,767 $1.68M 0.08% +5 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,606 shares; 2025Q1: 4,894 shares; 2025Q2: 5,009 shares; 2025Q3: 5,034 shares 5,034 $1.64M 0.08% +25 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,637 shares; 2025Q1: 6,005 shares; 2025Q2: 6,301 shares; 2025Q3: 6,555 shares 6,555 $1.62M 0.08% +254 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 6,763 shares; 2025Q1: 6,697 shares; 2025Q2: 6,397 shares; 2025Q3: 5,857 shares 5,857 $1.6M 0.08% -540 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,997 shares; 2024Q4: 7,022 shares; 2025Q1: 7,022 shares; 2025Q2: 7,722 shares; 2025Q3: 7,555 shares 7,555 $1.59M 0.07% -167 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 3,539 shares; 2025Q1: 2,671 shares; 2025Q2: 2,380 shares; 2025Q3: 2,378 shares 2,378 $1.58M 0.07% -2 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,332 shares; 2024Q4: 21,323 shares; 2025Q1: 22,273 shares; 2025Q2: 22,325 shares; 2025Q3: 14,325 shares 14,325 $1.4M 0.07% -8,000 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,374 shares; 2024Q4: 11,794 shares; 2025Q1: 11,353 shares; 2025Q2: 10,917 shares; 2025Q3: 10,298 shares 10,298 $1.39M 0.06% -619 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,543 shares; 2024Q4: 10,141 shares; 2025Q1: 10,081 shares; 2025Q2: 10,561 shares; 2025Q3: 10,561 shares 10,561 $1.39M 0.06% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,311 shares; 2025Q2: 3,142 shares; 2025Q3: 5,453 shares 5,453 $1.37M 0.06% +2,311 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,005 shares; 2024Q4: 58,768 shares; 2025Q1: 63,405 shares; 2025Q2: 63,576 shares; 2025Q3: 59,128 shares 59,128 $1.35M 0.06% -4,448 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,470 shares; 2024Q4: 23,149 shares; 2025Q1: 22,632 shares; 2025Q2: 17,347 shares; 2025Q3: 15,727 shares 15,727 $1.32M 0.06% -1,620 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,260 shares; 2024Q4: 36,050 shares; 2025Q1: 39,305 shares; 2025Q2: 38,906 shares; 2025Q3: 49,197 shares 49,197 $1.25M 0.06% +10,291 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 18,756 shares; 2025Q1: 17,892 shares; 2025Q2: 17,604 shares; 2025Q3: 19,313 shares 19,313 $1.22M 0.06% +1,709 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 3,240 shares; 2025Q2: 3,490 shares; 2025Q3: 3,440 shares 3,440 $1.22M 0.06% -50 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 6,227 shares; 2025Q1: 4,251 shares; 2025Q2: 5,434 shares; 2025Q3: 4,809 shares 4,809 $1.21M 0.06% -625 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,023 shares; 2025Q1: 1,013 shares; 2025Q2: 1,016 shares; 2025Q3: 1,002 shares 1,002 $1.2M 0.06% -14 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 11,234 shares; 2025Q1: 7,986 shares; 2025Q2: 9,177 shares; 2025Q3: 9,252 shares 9,252 $1.17M 0.05% +75 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,718 shares; 2024Q4: 26,368 shares; 2025Q1: 23,010 shares; 2025Q2: 22,690 shares; 2025Q3: 23,607 shares 23,607 $1.14M 0.05% +917 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,555 shares; 2025Q1: 2,856 shares; 2025Q2: 2,939 shares; 2025Q3: 2,559 shares 2,559 $1.14M 0.05% -380 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 20,053 shares; 2025Q1: 15,412 shares; 2025Q2: 17,470 shares; 2025Q3: 16,622 shares 16,622 $1.14M 0.05% -848 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 4,803 shares; 2025Q1: 4,691 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares 4,622 $1.1M 0.05% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 12,522 shares; 2025Q1: 13,991 shares; 2025Q2: 15,664 shares; 2025Q3: 16,592 shares 16,592 $1.08M 0.05% +928 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,765 shares; 2025Q3: 2,885 shares 2,885 $1.08M 0.05% -880 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,598 shares; 2025Q1: 3,696 shares; 2025Q2: 3,740 shares; 2025Q3: 3,510 shares 3,510 $1.05M 0.05% -230 Timeline Vanguard Total Bond Market … Vanguard Total Bond Market ETF More: the full row for Vanguard Total Bond Market ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 6,959 shares; 2025Q1: 13,370 shares; 2025Q2: 13,342 shares; 2025Q3: 14,065 shares 14,065 $1.05M 0.05% +723 ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 846 shares; 2025Q2: 1,678 shares; 2025Q3: 1,041 shares 1,041 $1.01M 0.05% -637 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,971 shares; 2024Q4: 10,971 shares; 2025Q1: 10,971 shares; 2025Q2: 10,820 shares; 2025Q3: 10,505 shares 10,505 $1.01M 0.05% -315 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,349 shares; 2025Q3: 1,319 shares 1,319 $1M 0.05% -30 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 953 shares; 2025Q1: 993 shares; 2025Q2: 1,111 shares; 2025Q3: 1,311 shares 1,311 $962K 0.05% +200 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,863 shares; 2025Q1: 2,550 shares; 2025Q2: 2,756 shares; 2025Q3: 2,187 shares 2,187 $930K 0.04% -569 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,492 shares; 2024Q4: 14,992 shares; 2025Q1: 18,392 shares; 2025Q2: 21,392 shares; 2025Q3: 21,392 shares 21,392 $923K 0.04% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,928 shares; 2025Q3: 1,828 shares 1,828 $919K 0.04% -100 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,460 shares; 2024Q4: 27,460 shares; 2025Q1: 21,753 shares; 2025Q2: 20,150 shares; 2025Q3: 18,950 shares 18,950 $889K 0.04% -1,200 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,266 shares; 2024Q4: 12,289 shares; 2025Q1: 10,922 shares; 2025Q2: 11,025 shares; 2025Q3: 11,014 shares 11,014 $888K 0.04% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 4,742 shares; 2025Q1: 4,714 shares; 2025Q2: 4,729 shares; 2025Q3: 4,729 shares 4,729 $882K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,339 shares; 2025Q1: 2,066 shares; 2025Q2: 2,062 shares; 2025Q3: 1,762 shares 1,762 $880K 0.04% -300 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,787 shares; 2025Q1: 2,950 shares; 2025Q2: 3,250 shares; 2025Q3: 3,550 shares 3,550 $872K 0.04% +300 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 8,115 shares; 2025Q1: 8,500 shares; 2025Q2: 8,516 shares; 2025Q3: 8,516 shares 8,516 $864K 0.04% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 546 shares; 2025Q1: 607 shares; 2025Q2: 1,753 shares; 2025Q3: 1,807 shares 1,807 $861K 0.04% +54 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,281 shares; 2025Q1: 1,309 shares; 2025Q2: 1,370 shares; 2025Q3: 1,372 shares 1,372 $840K 0.04% +2 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,266 shares; 2025Q1: 3,070 shares; 2025Q2: 3,087 shares; 2025Q3: 2,958 shares 2,958 $826K 0.04% -129 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,132 shares; 2024Q4: 14,166 shares; 2025Q1: 13,808 shares; 2025Q2: 13,836 shares; 2025Q3: 13,836 shares 13,836 $820K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: not reported; 2025Q1: 4,853 shares; 2025Q2: 4,967 shares; 2025Q3: 5,037 shares 5,037 $815K 0.04% +70 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,428 shares; 2025Q1: 3,478 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares 3,679 $794K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 6,389 shares; 2025Q1: 6,365 shares; 2025Q2: 6,395 shares; 2025Q3: 6,395 shares 6,395 $791K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 367 shares; 2025Q1: 418 shares; 2025Q2: 7,301 shares; 2025Q3: 7,225 shares 7,225 $779K 0.04% -76 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,388 shares; 2024Q4: 37,398 shares; 2025Q1: 37,407 shares; 2025Q2: 37,521 shares; 2025Q3: 27,129 shares 27,129 $766K 0.04% -10,392 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 1,128 shares; 2025Q1: 973 shares; 2025Q2: 1,178 shares; 2025Q3: 1,131 shares 1,131 $757K 0.04% -47 FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,225 shares 22,225 $747K 0.04% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,079 shares 3,079 $745K 0.03% -250 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 5,561 shares; 2025Q1: 5,471 shares; 2025Q2: 5,383 shares; 2025Q3: 5,083 shares 5,083 $734K 0.03% -300 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares 1,182 $727K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,738 shares; 2025Q1: 2,099 shares; 2025Q2: 2,669 shares; 2025Q3: 2,563 shares 2,563 $723K 0.03% -106 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,543 shares; 2024Q4: 5,423 shares; 2025Q1: 4,870 shares; 2025Q2: 5,033 shares; 2025Q3: 3,434 shares 3,434 $716K 0.03% -1,599 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 543 shares; 2025Q1: 594 shares; 2025Q2: 724 shares; 2025Q3: 771 shares 771 $710K 0.03% +47 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 7,495 shares; 2025Q1: 7,995 shares; 2025Q2: 7,900 shares; 2025Q3: 8,100 shares 8,100 $706K 0.03% +200 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,669 shares; 2025Q1: 3,392 shares; 2025Q2: 4,483 shares; 2025Q3: 4,815 shares 4,815 $655K 0.03% +332 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,528 shares; 2025Q1: 3,697 shares; 2025Q2: 5,413 shares; 2025Q3: 3,382 shares 3,382 $644K 0.03% -2,031 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 3,579 shares; 2025Q1: 2,279 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares 2,284 $644K 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,484 shares; 2025Q1: 2,244 shares; 2025Q2: 2,282 shares; 2025Q3: 2,282 shares 2,282 $642K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,641 shares; 2024Q4: 22,549 shares; 2025Q1: 22,143 shares; 2025Q2: 23,542 shares; 2025Q3: 24,884 shares 24,884 $627K 0.03% +1,342 DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,481 shares; 2025Q1: 4,536 shares; 2025Q2: 4,411 shares; 2025Q3: 4,411 shares 4,411 $627K 0.03% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,573 shares; 2025Q3: 5,954 shares 5,954 $621K 0.03% +381 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,593 shares; 2024Q4: 22,494 shares; 2025Q1: 22,348 shares; 2025Q2: 23,807 shares; 2025Q3: 25,568 shares 25,568 $621K 0.03% +1,761 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,713 shares; 2024Q4: 22,723 shares; 2025Q1: 22,474 shares; 2025Q2: 23,937 shares; 2025Q3: 25,350 shares 25,350 $617K 0.03% +1,413 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,498 shares; 2024Q4: 21,509 shares; 2025Q1: 21,044 shares; 2025Q2: 22,450 shares; 2025Q3: 24,132 shares 24,132 $616K 0.03% +1,682 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,655 shares; 2025Q1: 22,764 shares; 2025Q2: 24,304 shares; 2025Q3: 26,137 shares 26,137 $613K 0.03% +1,833 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 6,963 shares; 2025Q1: 7,313 shares; 2025Q2: 6,408 shares; 2025Q3: 4,308 shares 4,308 $600K 0.03% -2,100 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,012 shares; 2025Q1: 5,423 shares; 2025Q2: 4,247 shares; 2025Q3: 3,386 shares 3,386 $585K 0.03% -861 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,224 shares; 2025Q2: 13,517 shares; 2025Q3: 15,667 shares 15,667 $573K 0.03% +2,150 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 4,612 shares; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares 6,312 $551K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 6,442 shares; 2025Q1: 5,004 shares; 2025Q2: 5,044 shares; 2025Q3: 4,890 shares 4,890 $550K 0.03% -154 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares 1,299 $549K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 1,661 shares; 2025Q1: 1,651 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares 1,634 $543K 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 7,876 shares; 2025Q1: 7,731 shares; 2025Q2: 7,753 shares; 2025Q3: 7,552 shares 7,552 $540K 0.03% -201 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,661 shares 5,661 $539K 0.03% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 10,128 shares; 2025Q1: 14,194 shares; 2025Q2: 18,216 shares; 2025Q3: 19,304 shares 19,304 $539K 0.03% +1,088 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,636 shares; 2024Q4: 17,661 shares; 2025Q1: 17,596 shares; 2025Q2: 6,168 shares; 2025Q3: 5,865 shares 5,865 $536K 0.03% -303 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,215 shares; 2025Q1: 5,078 shares; 2025Q2: 5,061 shares; 2025Q3: 5,061 shares 5,061 $532K 0.02% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,011 shares; 2025Q1: 5,259 shares; 2025Q2: 5,723 shares; 2025Q3: 7,042 shares 7,042 $525K 0.02% +1,319 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,894 shares; 2025Q1: 1,854 shares; 2025Q2: 1,711 shares; 2025Q3: 1,721 shares 1,721 $506K 0.02% +10 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,775 shares; 2025Q1: 2,575 shares; 2025Q2: 2,598 shares; 2025Q3: 3,091 shares 3,091 $501K 0.02% +493 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 9,930 shares; 2025Q1: 9,930 shares; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares 9,930 $501K 0.02% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,426 shares; 2025Q3: 11,176 shares 11,176 $484K 0.02% +1,750 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,196 shares; 2025Q1: 4,196 shares; 2025Q2: 4,022 shares; 2025Q3: 3,919 shares 3,919 $483K 0.02% -103 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 7,406 shares; 2025Q1: 5,753 shares; 2025Q2: 6,684 shares; 2025Q3: 5,745 shares 5,745 $459K 0.02% -939 Timeline JIRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,175 shares 6,175 $454K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,241 shares; 2024Q4: 14,641 shares; 2025Q1: 14,641 shares; 2025Q2: 14,641 shares; 2025Q3: 14,241 shares 14,241 $445K 0.02% -400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 5,161 shares; 2025Q1: 5,126 shares; 2025Q2: 5,371 shares; 2025Q3: 5,691 shares 5,691 $444K 0.02% +320 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,264 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 1,839 shares 1,839 $441K 0.02% -150 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares 8,500 $430K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 16,114 shares; 2025Q1: 15,109 shares; 2025Q2: 15,145 shares; 2025Q3: 14,772 shares 14,772 $425K 0.02% -373 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,673 shares; 2025Q2: 6,103 shares; 2025Q3: 6,423 shares 6,423 $423K 0.02% +320 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,681 shares; 2024Q4: 18,955 shares; 2025Q1: 18,424 shares; 2025Q2: 15,787 shares; 2025Q3: 19,135 shares 19,135 $418K 0.02% +3,348 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,547 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,781 shares; 2025Q3: 1,281 shares 1,281 $414K 0.02% -500 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,439 shares; 2025Q2: 2,312 shares; 2025Q3: 2,226 shares 2,226 $406K 0.02% -86 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares 1,864 $400K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,968 shares; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,402 shares 1,402 $396K 0.02% +126 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,514 shares; 2025Q1: 6,844 shares; 2025Q2: 6,923 shares; 2025Q3: 7,268 shares 7,268 $394K 0.02% +345 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,301 shares; 2025Q1: 1,258 shares; 2025Q2: 1,286 shares; 2025Q3: 1,302 shares 1,302 $392K 0.02% +16 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 4,774 shares; 2025Q1: 4,733 shares; 2025Q2: 4,260 shares; 2025Q3: 3,405 shares 3,405 $390K 0.02% -855 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,232 shares; 2025Q1: 4,196 shares; 2025Q2: 4,196 shares; 2025Q3: 3,196 shares 3,196 $380K 0.02% -1,000 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,910 shares; 2024Q4: 8,937 shares; 2025Q1: 8,446 shares; 2025Q2: 8,464 shares; 2025Q3: 7,038 shares 7,038 $374K 0.02% -1,426 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,923 shares; 2024Q4: 6,089 shares; 2025Q1: 6,070 shares; 2025Q2: 6,138 shares; 2025Q3: 5,353 shares 5,353 $359K 0.02% -785 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,465 shares; 2025Q1: 2,215 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares 2,325 $359K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,388 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares 1,263 $353K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,355 shares; 2025Q1: 1,971 shares; 2025Q2: 1,963 shares; 2025Q3: 1,963 shares 1,963 $339K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: 6,233 shares; 2025Q1: 6,233 shares; 2025Q2: 6,233 shares; 2025Q3: 6,233 shares 6,233 $333K 0.02% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 7,888 shares; 2025Q1: 6,819 shares; 2025Q2: 6,903 shares; 2025Q3: 6,903 shares 6,903 $330K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares 1,005 $325K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 938 shares; 2025Q3: 713 shares 713 $319K 0.01% -225 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,002 shares; 2025Q1: 1,066 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares 1,081 $318K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,497 shares; 2025Q1: 2,655 shares; 2025Q2: 2,826 shares; 2025Q3: 2,827 shares 2,827 $316K 0.01% +1 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 396 shares 396 $315K 0.01% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,450 shares 4,450 $315K 0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,186 shares; 2025Q2: 5,305 shares; 2025Q3: 5,056 shares 5,056 $315K 0.01% -249 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,108 shares; 2025Q1: 2,298 shares; 2025Q2: 2,625 shares; 2025Q3: 2,150 shares 2,150 $303K 0.01% -475 Timeline Newmont Mining Corporation Newmont Mining Corporation More: the full row for Newmont Mining Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares 3,500 $295K 0.01% new MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,515 shares; 2025Q1: 4,495 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares 4,455 $294K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 4,363 shares; 2025Q2: 4,373 shares; 2025Q3: 3,573 shares 3,573 $294K 0.01% -800 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $290K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,394 shares; 2025Q1: 3,344 shares; 2025Q2: 3,353 shares; 2025Q3: 3,209 shares 3,209 $288K 0.01% -144 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,797 shares; 2025Q3: 1,986 shares 1,986 $284K 0.01% -811 Timeline VANECK ETF TRUST VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares 16,000 $284K 0.01% 0 ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,197 shares; 2025Q1: 917 shares; 2025Q2: 999 shares; 2025Q3: 568 shares 568 $283K 0.01% -431 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,131 shares; 2025Q1: not reported; 2025Q2: 5,927 shares; 2025Q3: 6,690 shares 6,690 $282K 0.01% +763 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 296 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 295 shares 295 $281K 0.01% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 1,928 shares; 2025Q1: 1,698 shares; 2025Q2: not reported; 2025Q3: 1,339 shares 1,339 $279K 0.01% new Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 20,576 shares; 2025Q1: 20,576 shares; 2025Q2: 20,576 shares; 2025Q3: 23,150 shares 23,150 $279K 0.01% +2,574 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,574 shares 2,574 $274K 0.01% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,900 shares 7,900 $272K 0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares 1,900 $268K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares 3,388 $267K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557 shares 557 $267K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares 290 $267K 0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 4,976 shares; 2025Q1: 4,885 shares; 2025Q2: 4,885 shares; 2025Q3: 4,885 shares 4,885 $266K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,098 shares; 2024Q4: 14,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,500 shares 15,500 $262K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,721 shares; 2025Q1: 5,416 shares; 2025Q2: 5,549 shares; 2025Q3: 5,549 shares 5,549 $262K 0.01% 0 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $258K 0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 3,700 shares; 2025Q3: 3,500 shares 3,500 $257K 0.01% -200 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares 5,450 $256K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares 8,000 $255K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,659 shares; 2025Q1: 4,660 shares; 2025Q2: 4,726 shares; 2025Q3: 4,726 shares 4,726 $255K 0.01% 0 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,442 shares; 2024Q4: 18,377 shares; 2025Q1: 18,377 shares; 2025Q2: 17,647 shares; 2025Q3: 17,272 shares 17,272 $253K 0.01% -375 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 413 shares; 2025Q3: 413 shares 413 $252K 0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 986 shares; 2025Q1: 975 shares; 2025Q2: 900 shares; 2025Q3: 767 shares 767 $252K 0.01% -133 Timeline PIO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,527 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 3,412 shares; 2025Q3: 3,412 shares 3,412 $246K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,573 shares; 2024Q4: 7,336 shares; 2025Q1: 4,673 shares; 2025Q2: 4,148 shares; 2025Q3: 3,431 shares 3,431 $239K 0.01% -717 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,598 shares 1,598 $237K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,855 shares; 2025Q1: 1,855 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares 1,860 $234K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,729 shares; 2025Q1: 3,129 shares; 2025Q2: 2,977 shares; 2025Q3: 2,977 shares 2,977 $233K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,452 shares; 2025Q1: 3,452 shares; 2025Q2: 3,452 shares; 2025Q3: 3,202 shares 3,202 $225K 0.01% -250 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $223K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,790 shares; 2025Q2: 2,500 shares; 2025Q3: 1,890 shares 1,890 $216K 0.01% -610 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 5,250 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares 5,300 $208K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 5,609 shares; 2025Q1: 8,030 shares; 2025Q2: 6,939 shares; 2025Q3: 4,189 shares 4,189 $205K 0.01% -2,750 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,133 shares 3,133 $204K 0.01% new Timeline IGC IGC PHARMA INC More: the full row for IGC PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,401 shares; 2024Q4: 109,401 shares; 2025Q1: 84,401 shares; 2025Q2: 84,401 shares; 2025Q3: 84,401 shares 84,401 $35.2K <0.01% 0 Timeline