SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 505,777 shares; 2023Q1: 415,964 shares; 2023Q2: 1,665,758 shares; 2023Q3: 1,706,300 shares; 2023Q4: 2,182,484 shares; 2024Q1: 3,722,265 shares 3,722,265 $231M 31.78% +1,539,781 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 153,752 shares; 2023Q1: 214,277 shares; 2023Q2: 204,658 shares; 2023Q3: 197,840 shares; 2023Q4: 190,225 shares; 2024Q1: 1,128,581 shares 1,128,581 $91M 12.52% +938,356 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,193 shares; 2023Q1: 4,710 shares; 2023Q2: 5,387 shares; 2023Q3: 5,984 shares; 2023Q4: 6,788 shares; 2024Q1: 285,804 shares 285,804 $60.1M 8.27% +279,016 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,722 shares; 2023Q1: 12,835 shares; 2023Q2: 493,399 shares; 2023Q3: 505,739 shares; 2023Q4: 520,465 shares; 2024Q1: 520,503 shares 520,503 $42.5M 5.85% +38 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 42,978 shares; 2023Q1: 38,172 shares; 2023Q2: 39,634 shares; 2023Q3: 40,736 shares; 2023Q4: 52,334 shares; 2024Q1: 80,006 shares 80,006 $42.1M 5.79% +27,672 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 633,978 shares; 2024Q1: 683,309 shares 683,309 $32.4M 4.46% +49,331 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 97,382 shares; 2023Q1: 98,918 shares; 2023Q2: 163,758 shares; 2023Q3: 165,991 shares; 2023Q4: 168,235 shares; 2024Q1: 139,374 shares 139,374 $31.4M 4.31% -28,861 Timeline JPIE 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 353,455 shares; 2023Q3: 371,979 shares; 2023Q4: 385,051 shares; 2024Q1: 579,962 shares 579,962 $26.4M 3.63% +194,911 Timeline QQQM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 120,965 shares; 2023Q1: 275,466 shares; 2023Q2: 271,293 shares; 2023Q3: 271,247 shares; 2023Q4: 262,323 shares; 2024Q1: 88,895 shares 88,895 $16.2M 2.23% -173,428 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 222,306 shares; 2023Q3: 231,474 shares; 2023Q4: 238,221 shares; 2024Q1: 251,218 shares 251,218 $12.9M 1.77% +12,997 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 57,880 shares; 2023Q1: 49,059 shares; 2023Q2: 46,622 shares; 2023Q3: 46,990 shares; 2023Q4: 47,326 shares; 2024Q1: 46,915 shares 46,915 $8.04M 1.11% -411 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55,402 shares; 2023Q1: 71,907 shares; 2023Q2: 79,719 shares; 2023Q3: 79,818 shares; 2023Q4: 84,546 shares; 2024Q1: 82,416 shares 82,416 $6.84M 0.94% -2,130 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,391 shares; 2023Q1: 11,637 shares; 2023Q2: 11,509 shares; 2023Q3: 11,944 shares; 2023Q4: 12,732 shares; 2024Q1: 12,500 shares 12,500 $5.26M 0.72% -232 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,960 shares; 2023Q1: 9,788 shares; 2023Q2: 9,386 shares; 2023Q3: 9,011 shares; 2023Q4: 9,029 shares; 2024Q1: 9,028 shares 9,028 $4.73M 0.65% -1 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 73,850 shares; 2023Q1: 97,815 shares; 2023Q2: 101,095 shares; 2023Q3: 101,396 shares; 2023Q4: 66,669 shares; 2024Q1: 51,601 shares 51,601 $4.5M 0.62% -15,068 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,893 shares; 2023Q1: 3,901 shares; 2023Q2: 4,205 shares; 2023Q3: 4,299 shares; 2023Q4: 4,607 shares; 2024Q1: 4,499 shares 4,499 $4.07M 0.56% -108 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 31,348 shares; 2023Q3: 33,649 shares; 2023Q4: 35,088 shares; 2024Q1: 34,013 shares 34,013 $3.95M 0.54% -1,075 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 69,319 shares; 2023Q1: 65,252 shares; 2023Q2: 62,625 shares; 2023Q3: 59,082 shares; 2023Q4: 58,247 shares; 2024Q1: 57,144 shares 57,144 $3.35M 0.46% -1,103 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29,837 shares; 2023Q1: 28,760 shares; 2023Q2: 27,695 shares; 2023Q3: 26,204 shares; 2023Q4: 25,651 shares; 2024Q1: 25,384 shares 25,384 $2.58M 0.35% -267 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,114 shares; 2023Q1: 15,004 shares; 2023Q2: 14,414 shares; 2023Q3: 13,806 shares; 2023Q4: 13,856 shares; 2024Q1: 13,551 shares 13,551 $2.49M 0.34% -305 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 45,756 shares; 2023Q1: 48,932 shares; 2023Q2: 50,503 shares; 2023Q3: 49,989 shares; 2023Q4: 30,995 shares; 2024Q1: 29,334 shares 29,334 $2.45M 0.34% -1,661 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 36,814 shares; 2023Q1: 35,220 shares; 2023Q2: 34,336 shares; 2023Q3: 32,505 shares; 2023Q4: 32,440 shares; 2024Q1: 31,376 shares 31,376 $2.4M 0.33% -1,064 Timeline XMMO 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,294 shares; 2023Q1: 23,179 shares; 2023Q2: 22,186 shares; 2023Q3: 21,849 shares; 2023Q4: 20,887 shares; 2024Q1: 20,039 shares 20,039 $2.3M 0.32% -848 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,986 shares; 2023Q1: 14,805 shares; 2023Q2: 13,504 shares; 2023Q3: 12,060 shares; 2023Q4: 11,960 shares; 2024Q1: 34,068 shares 34,068 $2.26M 0.31% +22,108 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,919 shares; 2023Q1: 6,302 shares; 2023Q2: 5,620 shares; 2023Q3: 5,626 shares; 2023Q4: 5,890 shares; 2024Q1: 5,990 shares 5,990 $2.06M 0.28% +100 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,752 shares; 2023Q1: 26,017 shares; 2023Q2: 27,617 shares; 2023Q3: 27,817 shares; 2023Q4: 28,367 shares; 2024Q1: 28,381 shares 28,381 $2.04M 0.28% +14 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,104 shares; 2023Q1: 7,531 shares; 2023Q2: 7,525 shares; 2023Q3: 8,345 shares; 2023Q4: 9,072 shares; 2024Q1: 9,738 shares 9,738 $1.95M 0.27% +666 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,862 shares; 2023Q1: 3,231 shares; 2023Q2: 3,214 shares; 2023Q3: 3,535 shares; 2023Q4: 4,252 shares; 2024Q1: 4,185 shares 4,185 $1.86M 0.26% -67 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,755 shares; 2023Q1: 8,757 shares; 2023Q2: 8,499 shares; 2023Q3: 8,293 shares; 2023Q4: 8,293 shares; 2024Q1: 8,045 shares 8,045 $1.53M 0.21% -248 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,073 shares; 2023Q1: 3,328 shares; 2023Q2: 3,291 shares; 2023Q3: 3,143 shares; 2023Q4: 3,164 shares; 2024Q1: 3,183 shares 3,183 $1.53M 0.21% +19 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,685 shares; 2023Q1: 2,747 shares; 2023Q2: 2,707 shares; 2023Q3: 2,745 shares; 2023Q4: 2,879 shares; 2024Q1: 2,996 shares 2,996 $1.48M 0.2% +117 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,512 shares; 2023Q1: 3,743 shares; 2023Q2: 3,404 shares; 2023Q3: 32,324 shares; 2023Q4: 34,348 shares; 2024Q1: 34,089 shares 34,089 $1.44M 0.2% -259 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,377 shares; 2023Q1: 7,460 shares; 2023Q2: 7,436 shares; 2023Q3: 8,350 shares; 2023Q4: 8,152 shares; 2024Q1: 8,576 shares 8,576 $1.41M 0.19% +424 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,460 shares; 2023Q1: 3,468 shares; 2023Q2: 3,403 shares; 2023Q3: 3,403 shares; 2023Q4: 3,292 shares; 2024Q1: 3,608 shares 3,608 $1.38M 0.19% +316 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,460 shares; 2023Q1: 7,747 shares; 2023Q2: 12,208 shares; 2023Q3: 12,567 shares; 2023Q4: 12,705 shares; 2024Q1: 13,233 shares 13,233 $1.37M 0.19% +528 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,285 shares; 2023Q1: 6,895 shares; 2023Q2: 6,654 shares; 2023Q3: 7,745 shares; 2023Q4: 7,794 shares; 2024Q1: 7,572 shares 7,572 $1.37M 0.19% -222 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 347,392 shares; 2023Q1: 372,079 shares; 2023Q2: 23,207 shares; 2023Q3: 17,804 shares; 2023Q4: 14,176 shares; 2024Q1: 14,033 shares 14,033 $1.32M 0.18% -143 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,544 shares; 2023Q1: 3,575 shares; 2023Q2: 2,975 shares; 2023Q3: 2,943 shares; 2023Q4: 2,881 shares; 2024Q1: 3,133 shares 3,133 $1.32M 0.18% +252 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,478 shares; 2023Q1: 2,998 shares; 2023Q2: 2,997 shares; 2023Q3: 3,074 shares; 2023Q4: 2,814 shares; 2024Q1: 2,889 shares 2,889 $1.31M 0.18% +75 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,402 shares; 2023Q1: 8,212 shares; 2023Q2: 7,587 shares; 2023Q3: 7,601 shares; 2023Q4: 8,046 shares; 2024Q1: 7,692 shares 7,692 $1.25M 0.17% -354 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,396 shares; 2023Q1: 8,416 shares; 2023Q2: 7,966 shares; 2023Q3: 7,262 shares; 2023Q4: 7,211 shares; 2024Q1: 7,715 shares 7,715 $1.25M 0.17% +504 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,358 shares; 2023Q1: 6,965 shares; 2023Q2: 6,833 shares; 2023Q3: 6,609 shares; 2023Q4: 6,112 shares; 2024Q1: 6,264 shares 6,264 $1.14M 0.16% +152 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,815 shares; 2023Q1: 6,079 shares; 2023Q2: 10,068 shares; 2023Q3: 9,583 shares; 2023Q4: 8,594 shares; 2024Q1: 10,012 shares 10,012 $1.09M 0.15% +1,418 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,897 shares; 2023Q1: 5,195 shares; 2023Q2: 5,005 shares; 2023Q3: 5,072 shares; 2023Q4: 6,706 shares; 2024Q1: 7,136 shares 7,136 $1.08M 0.15% +430 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,385 shares; 2023Q1: 6,959 shares; 2023Q2: 6,455 shares; 2023Q3: 5,787 shares; 2023Q4: 6,469 shares; 2024Q1: 6,774 shares 6,774 $1.07M 0.15% +305 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,374 shares; 2023Q1: 17,895 shares; 2023Q2: 17,078 shares; 2023Q3: 16,411 shares; 2023Q4: 16,089 shares; 2024Q1: 15,819 shares 15,819 $1.04M 0.14% -270 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,499 shares; 2023Q1: 3,191 shares; 2023Q2: 3,150 shares; 2023Q3: 3,201 shares; 2023Q4: 3,361 shares; 2024Q1: 3,720 shares 3,720 $1.04M 0.14% +359 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 42,963 shares; 2024Q1: 25,301 shares 25,301 $912K 0.13% -17,662 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,124 shares; 2023Q1: 6,974 shares; 2023Q2: 7,851 shares; 2023Q3: 7,545 shares; 2023Q4: 8,411 shares; 2024Q1: 9,847 shares 9,847 $910K 0.13% +1,436 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,661 shares; 2023Q1: 4,677 shares; 2023Q2: 4,143 shares; 2023Q3: 4,198 shares; 2023Q4: 4,665 shares; 2024Q1: 5,167 shares 5,167 $904K 0.12% +502 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40,048 shares; 2023Q1: 11,126 shares; 2023Q2: 6,957 shares; 2023Q3: 8,500 shares; 2023Q4: 12,845 shares; 2024Q1: 17,161 shares 17,161 $861K 0.12% +4,316 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,729 shares; 2023Q1: 5,748 shares; 2023Q2: 5,742 shares; 2023Q3: 6,107 shares; 2023Q4: 6,264 shares; 2024Q1: 6,362 shares 6,362 $839K 0.12% +98 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,976 shares; 2023Q1: 2,185 shares; 2023Q2: 2,240 shares; 2023Q3: 2,240 shares; 2023Q4: 2,504 shares; 2024Q1: 2,902 shares 2,902 $818K 0.11% +398 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35,706 shares; 2023Q1: 30,303 shares; 2023Q2: 21,317 shares; 2023Q3: 22,268 shares; 2023Q4: 14,490 shares; 2024Q1: 15,789 shares 15,789 $815K 0.11% +1,299 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,300 shares; 2023Q1: 6,348 shares; 2023Q2: 6,028 shares; 2023Q3: 5,802 shares; 2023Q4: 6,047 shares; 2024Q1: 6,647 shares 6,647 $813K 0.11% +600 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,742 shares; 2023Q1: 12,822 shares; 2023Q2: 12,192 shares; 2023Q3: 11,381 shares; 2023Q4: 11,401 shares; 2024Q1: 11,413 shares 11,413 $754K 0.1% +12 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,809 shares; 2023Q1: 2,060 shares; 2023Q2: 1,960 shares; 2023Q3: 1,916 shares; 2023Q4: 1,918 shares; 2024Q1: 1,546 shares 1,546 $751K 0.1% -372 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,074 shares; 2023Q1: 1,879 shares; 2023Q2: 1,876 shares; 2023Q3: 1,920 shares; 2023Q4: 1,858 shares; 2024Q1: 2,048 shares 2,048 $750K 0.1% +190 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,574 shares; 2023Q1: 19,574 shares; 2023Q2: 19,224 shares; 2023Q3: 19,224 shares; 2023Q4: 19,224 shares; 2024Q1: 19,398 shares 19,398 $746K 0.1% +174 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,004 shares; 2023Q1: 1,898 shares; 2023Q2: 1,898 shares; 2023Q3: 2,034 shares; 2023Q4: 2,092 shares; 2024Q1: 2,208 shares 2,208 $744K 0.1% +116 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,229 shares; 2023Q1: 2,240 shares; 2023Q2: 2,198 shares; 2023Q3: 5,039 shares; 2023Q4: 4,997 shares; 2024Q1: 5,614 shares 5,614 $721K 0.1% +617 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,483 shares; 2023Q1: 3,494 shares; 2023Q2: 3,422 shares; 2023Q3: 3,872 shares; 2023Q4: 4,075 shares; 2024Q1: 4,269 shares 4,269 $673K 0.09% +194 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,895 shares; 2023Q1: 24,811 shares; 2023Q2: 24,771 shares; 2023Q3: 23,543 shares; 2023Q4: 23,478 shares; 2024Q1: 24,079 shares 24,079 $668K 0.09% +601 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,994 shares; 2023Q1: 3,001 shares; 2023Q2: 3,001 shares; 2023Q3: 2,932 shares; 2023Q4: 3,058 shares; 2024Q1: 10,754 shares 10,754 $647K 0.09% +7,696 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,341 shares; 2023Q1: 4,369 shares; 2023Q2: 4,249 shares; 2023Q3: 4,333 shares; 2023Q4: 4,867 shares; 2024Q1: 4,227 shares 4,227 $644K 0.09% -640 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,573 shares; 2023Q1: 3,447 shares; 2023Q2: 3,290 shares; 2023Q3: 3,745 shares; 2023Q4: 3,067 shares; 2024Q1: 3,065 shares 3,065 $638K 0.09% -2 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,897 shares; 2023Q1: 7,985 shares; 2023Q2: 7,889 shares; 2023Q3: 7,958 shares; 2023Q4: 8,202 shares; 2024Q1: 10,360 shares 10,360 $634K 0.09% +2,158 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,480 shares; 2023Q1: 3,190 shares; 2023Q2: 3,090 shares; 2023Q3: 3,092 shares; 2023Q4: 3,096 shares; 2024Q1: 3,097 shares 3,097 $632K 0.09% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,140 shares; 2023Q1: 3,313 shares; 2023Q2: 3,311 shares; 2023Q3: 3,006 shares; 2023Q4: 3,006 shares; 2024Q1: 3,008 shares 3,008 $619K 0.09% +2 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,425 shares; 2023Q1: 6,941 shares; 2023Q2: 6,934 shares; 2023Q3: 7,867 shares; 2023Q4: 7,972 shares; 2024Q1: 8,273 shares 8,273 $614K 0.08% +301 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,331 shares; 2023Q1: 6,331 shares; 2023Q2: 6,027 shares; 2023Q3: 6,027 shares; 2023Q4: 6,027 shares; 2024Q1: 6,027 shares 6,027 $611K 0.08% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,795 shares; 2023Q1: 880 shares; 2023Q2: 880 shares; 2023Q3: 890 shares; 2023Q4: 961 shares; 2024Q1: 775 shares 775 $603K 0.08% -186 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,353 shares; 2023Q1: not reported; 2023Q2: 3,408 shares; 2023Q3: 3,414 shares; 2023Q4: 3,733 shares; 2024Q1: 8,227 shares 8,227 $602K 0.08% +4,494 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,314 shares; 2023Q1: 3,318 shares; 2023Q2: 3,314 shares; 2023Q3: 4,014 shares; 2023Q4: 3,714 shares; 2024Q1: 3,692 shares 3,692 $597K 0.08% -22 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,921 shares; 2023Q1: 2,954 shares; 2023Q2: 2,774 shares; 2023Q3: 2,848 shares; 2023Q4: 3,029 shares; 2024Q1: 3,084 shares 3,084 $592K 0.08% +55 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,668 shares; 2023Q3: 13,837 shares; 2023Q4: 13,610 shares; 2024Q1: 16,342 shares 16,342 $591K 0.08% +2,732 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 927 shares; 2023Q1: 929 shares; 2023Q2: 902 shares; 2023Q3: 902 shares; 2023Q4: 905 shares; 2024Q1: 1,008 shares 1,008 $560K 0.08% +103 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,282 shares; 2023Q3: 2,282 shares; 2023Q4: 2,920 shares; 2024Q1: 2,981 shares 2,981 $551K 0.08% +61 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,997 shares 10,997 $551K 0.08% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 756 shares; 2023Q1: 756 shares; 2023Q2: 740 shares; 2023Q3: 750 shares; 2023Q4: 782 shares; 2024Q1: 939 shares 939 $546K 0.08% +157 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,692 shares; 2023Q1: 1,707 shares; 2023Q2: 1,080 shares; 2023Q3: 1,420 shares; 2023Q4: 1,284 shares; 2024Q1: 1,030 shares 1,030 $539K 0.07% -254 Timeline FTCS 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,275 shares 6,275 $537K 0.07% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 26,553 shares; 2023Q1: 27,288 shares; 2023Q2: 16,598 shares; 2023Q3: 16,427 shares; 2023Q4: 13,725 shares; 2024Q1: 13,435 shares 13,435 $535K 0.07% -290 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,589 shares; 2023Q2: 6,873 shares; 2023Q3: 6,668 shares; 2023Q4: 6,210 shares; 2024Q1: 5,348 shares 5,348 $524K 0.07% -862 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,464 shares; 2023Q1: 12,676 shares; 2023Q2: 12,491 shares; 2023Q3: 11,785 shares; 2023Q4: 11,693 shares; 2024Q1: 11,910 shares 11,910 $516K 0.07% +217 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 995 shares; 2023Q1: 928 shares; 2023Q2: 925 shares; 2023Q3: 1,277 shares; 2023Q4: 1,280 shares; 2024Q1: 1,283 shares 1,283 $510K 0.07% +3 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,773 shares; 2023Q1: 1,490 shares; 2023Q2: 1,433 shares; 2023Q3: 1,434 shares; 2023Q4: 1,487 shares; 2024Q1: 1,469 shares 1,469 $509K 0.07% -18 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,285 shares; 2023Q1: 6,219 shares; 2023Q2: 6,217 shares; 2023Q3: 6,217 shares; 2023Q4: 6,602 shares; 2024Q1: 6,505 shares 6,505 $499K 0.07% -97 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,534 shares; 2023Q1: 12,870 shares; 2023Q2: 12,412 shares; 2023Q3: 12,243 shares; 2023Q4: 11,825 shares; 2024Q1: 11,855 shares 11,855 $491K 0.07% +30 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,278 shares; 2023Q1: 6,298 shares; 2023Q2: 6,079 shares; 2023Q3: 7,674 shares; 2023Q4: 7,851 shares; 2024Q1: 7,620 shares 7,620 $487K 0.07% -231 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,173 shares; 2023Q1: 9,911 shares; 2023Q2: 9,768 shares; 2023Q3: 9,993 shares; 2023Q4: 10,299 shares; 2024Q1: 11,452 shares 11,452 $481K 0.07% +1,153 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,189 shares; 2023Q1: 2,194 shares; 2023Q2: 2,015 shares; 2023Q3: 2,010 shares; 2023Q4: 2,693 shares; 2024Q1: 2,718 shares 2,718 $474K 0.07% +25 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,173 shares; 2023Q1: 4,798 shares; 2023Q2: 4,794 shares; 2023Q3: 4,786 shares; 2023Q4: 4,104 shares; 2024Q1: 4,010 shares 4,010 $456K 0.06% -94 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,552 shares; 2023Q4: 11,531 shares; 2024Q1: 12,210 shares 12,210 $453K 0.06% +679 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,831 shares; 2023Q1: 8,274 shares; 2023Q2: 8,344 shares; 2023Q3: 10,845 shares; 2023Q4: 12,504 shares; 2024Q1: 11,922 shares 11,922 $452K 0.06% -582 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,986 shares; 2023Q1: 4,015 shares; 2023Q2: 4,027 shares; 2023Q3: 4,036 shares; 2023Q4: 4,057 shares; 2024Q1: 4,082 shares 4,082 $412K 0.06% +25 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,829 shares; 2023Q1: 4,851 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,546 shares 1,546 $402K 0.06% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,353 shares; 2023Q1: 11,648 shares; 2023Q2: 11,651 shares; 2023Q3: 11,656 shares; 2023Q4: 11,660 shares; 2024Q1: 10,821 shares 10,821 $401K 0.06% -839 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,161 shares; 2023Q3: 1,182 shares; 2023Q4: 1,188 shares; 2024Q1: 1,391 shares 1,391 $396K 0.05% +203 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,315 shares; 2023Q1: 8,335 shares; 2023Q2: 8,309 shares; 2023Q3: 9,091 shares; 2023Q4: 8,757 shares; 2024Q1: 7,897 shares 7,897 $394K 0.05% -860 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,460 shares; 2023Q1: 2,464 shares; 2023Q2: 2,467 shares; 2023Q3: 2,467 shares; 2023Q4: 2,547 shares; 2024Q1: 3,195 shares 3,195 $390K 0.05% +648 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,596 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,647 shares; 2024Q1: 1,696 shares 1,696 $386K 0.05% +49 Timeline IGPT 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,841 shares; 2023Q1: 3,407 shares; 2023Q2: 3,164 shares; 2023Q3: 8,457 shares; 2023Q4: 8,457 shares; 2024Q1: 8,457 shares 8,457 $383K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,123 shares; 2023Q1: 3,735 shares; 2023Q2: 3,602 shares; 2023Q3: 3,492 shares; 2023Q4: 3,595 shares; 2024Q1: 4,095 shares 4,095 $374K 0.05% +500 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,758 shares; 2024Q1: 8,760 shares 8,760 $373K 0.05% +3,002 Timeline FBT 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,941 shares; 2023Q1: 2,585 shares; 2023Q2: 2,585 shares; 2023Q3: 2,530 shares; 2023Q4: 2,530 shares; 2024Q1: 2,410 shares 2,410 $371K 0.05% -120 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 662 shares; 2023Q1: 664 shares; 2023Q2: 662 shares; 2023Q3: 725 shares; 2023Q4: 725 shares; 2024Q1: 888 shares 888 $365K 0.05% +163 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,983 shares; 2023Q1: 1,983 shares; 2023Q2: 2,073 shares; 2023Q3: 2,073 shares; 2023Q4: 2,208 shares; 2024Q1: 2,308 shares 2,308 $360K 0.05% +100 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,498 shares; 2023Q1: 4,763 shares; 2023Q2: 3,543 shares; 2023Q3: 3,168 shares; 2023Q4: 4,005 shares; 2024Q1: 3,325 shares 3,325 $358K 0.05% -680 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,204 shares; 2023Q1: 10,994 shares; 2023Q2: 10,394 shares; 2023Q3: 10,394 shares; 2023Q4: 10,519 shares; 2024Q1: 10,874 shares 10,874 $355K 0.05% +355 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,605 shares; 2023Q1: 8,357 shares; 2023Q2: 7,882 shares; 2023Q3: 8,997 shares; 2023Q4: 8,312 shares; 2024Q1: 8,312 shares 8,312 $350K 0.05% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,022 shares; 2024Q1: 6,020 shares 6,020 $349K 0.05% -2 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,016 shares; 2023Q1: 4,861 shares; 2023Q2: 5,961 shares; 2023Q3: 5,961 shares; 2023Q4: 5,992 shares; 2024Q1: 5,992 shares 5,992 $347K 0.05% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,625 shares; 2023Q1: 3,978 shares; 2023Q2: 3,916 shares; 2023Q3: 3,962 shares; 2023Q4: 3,688 shares; 2024Q1: 3,643 shares 3,643 $342K 0.05% -45 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,366 shares; 2023Q1: 2,370 shares; 2023Q2: 2,366 shares; 2023Q3: 2,370 shares; 2023Q4: 2,181 shares; 2024Q1: 2,181 shares 2,181 $341K 0.05% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,728 shares; 2024Q1: 19,668 shares 19,668 $341K 0.05% +7,940 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,749 shares; 2023Q1: 2,265 shares; 2023Q2: 2,541 shares; 2023Q3: 2,589 shares; 2023Q4: 2,597 shares; 2024Q1: 2,677 shares 2,677 $336K 0.05% +80 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,184 shares 8,184 $333K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,284 shares; 2023Q1: 1,287 shares; 2023Q2: 1,268 shares; 2023Q3: 1,310 shares; 2023Q4: 1,298 shares; 2024Q1: 1,284 shares 1,284 $327K 0.04% -14 Timeline PJP 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,355 shares; 2023Q1: 4,257 shares; 2023Q2: 4,259 shares; 2023Q3: 4,260 shares; 2023Q4: 4,049 shares; 2024Q1: 4,050 shares 4,050 $325K 0.04% +1 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,535 shares; 2023Q1: 13,896 shares; 2023Q2: 13,974 shares; 2023Q3: 13,167 shares; 2023Q4: 13,194 shares; 2024Q1: 13,264 shares 13,264 $320K 0.04% +70 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,147 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,307 shares; 2024Q1: 1,549 shares 1,549 $320K 0.04% +242 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,204 shares; 2023Q1: 1,205 shares; 2023Q2: 1,154 shares; 2023Q3: 1,154 shares; 2023Q4: 1,154 shares; 2024Q1: 1,154 shares 1,154 $310K 0.04% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 634 shares; 2023Q1: 634 shares; 2023Q2: 634 shares; 2023Q3: 634 shares; 2023Q4: 634 shares; 2024Q1: 634 shares 634 $302K 0.04% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,281 shares; 2024Q1: 1,565 shares 1,565 $299K 0.04% +284 Timeline FDN 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,972 shares; 2023Q1: 1,632 shares; 2023Q2: 1,632 shares; 2023Q3: 1,632 shares; 2023Q4: 1,559 shares; 2024Q1: 1,443 shares 1,443 $296K 0.04% -116 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,797 shares; 2023Q4: 1,787 shares; 2024Q1: 1,804 shares 1,804 $295K 0.04% +17 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,541 shares; 2023Q1: 2,646 shares; 2023Q2: 2,320 shares; 2023Q3: 2,867 shares; 2023Q4: 2,520 shares; 2024Q1: 2,573 shares 2,573 $279K 0.04% +53 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 851 shares; 2024Q1: 776 shares 776 $278K 0.04% -75 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 984 shares; 2023Q1: 974 shares; 2023Q2: 968 shares; 2023Q3: 968 shares; 2023Q4: 653 shares; 2024Q1: 695 shares 695 $277K 0.04% +42 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,854 shares; 2024Q1: 2,176 shares 2,176 $277K 0.04% +322 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,903 shares; 2023Q1: 6,883 shares; 2023Q2: 6,863 shares; 2023Q3: 6,863 shares; 2023Q4: 8,537 shares; 2024Q1: 7,370 shares 7,370 $277K 0.04% -1,167 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,923 shares; 2024Q1: 2,034 shares 2,034 $277K 0.04% +111 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11,120 shares; 2023Q2: 11,063 shares; 2023Q3: 11,234 shares; 2023Q4: 12,877 shares; 2024Q1: 15,505 shares 15,505 $273K 0.04% +2,628 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,426 shares; 2024Q1: 6,512 shares 6,512 $272K 0.04% +1,086 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 853 shares; 2024Q1: 864 shares 864 $270K 0.04% +11 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,071 shares; 2023Q1: 17,426 shares; 2023Q2: 14,791 shares; 2023Q3: 13,349 shares; 2023Q4: 13,437 shares; 2024Q1: 13,352 shares 13,352 $269K 0.04% -85 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,405 shares; 2023Q1: 4,352 shares; 2023Q2: 4,290 shares; 2023Q3: 4,429 shares; 2023Q4: 4,206 shares; 2024Q1: 3,839 shares 3,839 $260K 0.04% -367 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,920 shares; 2023Q1: 4,920 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,445 shares; 2024Q1: 5,300 shares 5,300 $258K 0.04% +855 Timeline HYLS 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,185 shares; 2024Q1: 6,185 shares 6,185 $255K 0.04% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,370 shares; 2023Q2: 2,376 shares; 2023Q3: 2,376 shares; 2023Q4: 2,394 shares; 2024Q1: 2,277 shares 2,277 $249K 0.03% -117 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,667 shares; 2023Q1: 5,676 shares; 2023Q2: 5,565 shares; 2023Q3: 5,566 shares; 2023Q4: 5,566 shares; 2024Q1: 5,590 shares 5,590 $248K 0.03% +24 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,055 shares; 2024Q1: 3,080 shares 3,080 $247K 0.03% +25 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,216 shares 6,216 $247K 0.03% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 3,187 shares; 2023Q2: 2,881 shares; 2023Q3: not reported; 2023Q4: 2,889 shares; 2024Q1: 2,890 shares 2,890 $244K 0.03% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,301 shares; 2024Q1: 1,386 shares 1,386 $244K 0.03% +85 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 561 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 482 shares; 2023Q4: 475 shares; 2024Q1: 531 shares 531 $241K 0.03% +56 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 907 shares 907 $236K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,772 shares; 2024Q1: 5,322 shares 5,322 $235K 0.03% +550 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,550 shares; 2023Q1: 19,583 shares; 2023Q2: 19,478 shares; 2023Q3: 18,028 shares; 2023Q4: 18,089 shares; 2024Q1: 18,168 shares 18,168 $235K 0.03% +79 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,009 shares 3,009 $234K 0.03% new Timeline SPLV 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,495 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,485 shares 3,485 $230K 0.03% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 943 shares; 2023Q1: 943 shares; 2023Q2: 943 shares; 2023Q3: not reported; 2023Q4: 1,173 shares; 2024Q1: 1,178 shares 1,178 $229K 0.03% +5 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,019 shares; 2023Q1: 4,035 shares; 2023Q2: 3,889 shares; 2023Q3: 4,287 shares; 2023Q4: not reported; 2024Q1: 4,197 shares 4,197 $228K 0.03% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,072 shares 8,072 $227K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,030 shares; 2023Q3: not reported; 2023Q4: 1,201 shares; 2024Q1: 1,171 shares 1,171 $226K 0.03% -30 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,218 shares 5,218 $225K 0.03% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,288 shares 10,288 $223K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 293 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 264 shares; 2024Q1: 267 shares 267 $222K 0.03% +3 IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,091 shares; 2023Q1: 1,092 shares; 2023Q2: 1,092 shares; 2023Q3: 1,092 shares; 2023Q4: 1,094 shares; 2024Q1: 3,281 shares 3,281 $222K 0.03% +2,187 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,411 shares; 2023Q1: 4,135 shares; 2023Q2: 3,416 shares; 2023Q3: 3,426 shares; 2023Q4: 3,419 shares; 2024Q1: 3,474 shares 3,474 $218K 0.03% +55 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,158 shares 5,158 $218K 0.03% new Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,124 shares 5,124 $216K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,573 shares 6,573 $215K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 443 shares 443 $213K 0.03% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,108 shares 7,108 $212K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,356 shares; 2023Q1: 1,364 shares; 2023Q2: 1,349 shares; 2023Q3: 1,410 shares; 2023Q4: 1,410 shares; 2024Q1: 1,421 shares 1,421 $211K 0.03% +11 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,011 shares 1,011 $209K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,783 shares 4,783 $209K 0.03% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,723 shares 2,723 $208K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 825 shares 825 $206K 0.03% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 406 shares 406 $205K 0.03% new Timeline MDIV 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,941 shares 12,941 $204K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 676 shares 676 $204K 0.03% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,309 shares; 2023Q1: 14,309 shares; 2023Q2: 14,280 shares; 2023Q3: 14,280 shares; 2023Q4: 14,280 shares; 2024Q1: 14,280 shares 14,280 $189K 0.03% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,728 shares; 2023Q1: 23,879 shares; 2023Q2: 24,033 shares; 2023Q3: 24,085 shares; 2023Q4: 23,566 shares; 2024Q1: 22,854 shares 22,854 $187K 0.03% -712 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,524 shares; 2023Q1: 10,927 shares; 2023Q2: 11,028 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,127 shares 10,127 $138K 0.02% new Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,347 shares; 2023Q1: 17,063 shares; 2023Q2: 15,942 shares; 2023Q3: 15,981 shares; 2023Q4: 14,927 shares; 2024Q1: 15,078 shares 15,078 $126K 0.02% +151 Timeline