ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 333,097 shares; 2023Q2: 535,950 shares; 2023Q3: 387,022 shares; 2023Q4: 531,017 shares; 2024Q1: 580,715 shares; 2024Q2: not reported; 2024Q3: 526,910 shares 526,910 $66.2M 5.19% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 959,696 shares; 2023Q2: 946,210 shares; 2023Q3: 944,173 shares; 2023Q4: 919,044 shares; 2024Q1: 1,013,044 shares; 2024Q2: 1,067,722 shares; 2024Q3: 1,090,565 shares 1,090,565 $51.5M 4.04% +22,843 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 955,178 shares; 2023Q2: 944,999 shares; 2023Q3: 936,441 shares; 2023Q4: 911,339 shares; 2024Q1: 993,038 shares; 2024Q2: not reported; 2024Q3: 1,069,571 shares 1,069,571 $50.6M 3.97% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 197,421 shares; 2023Q2: 219,284 shares; 2023Q3: 214,204 shares; 2023Q4: 214,619 shares; 2024Q1: 206,904 shares; 2024Q2: not reported; 2024Q3: 203,080 shares 203,080 $47.3M 3.71% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,042,465 shares; 2023Q2: 1,095,871 shares; 2023Q3: 1,113,949 shares; 2023Q4: 1,127,867 shares; 2024Q1: 1,031,530 shares; 2024Q2: not reported; 2024Q3: 1,010,000 shares 1,010,000 $36.5M 2.86% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 515,763 shares; 2023Q2: 507,935 shares; 2023Q3: 502,009 shares; 2023Q4: 488,749 shares; 2024Q1: 540,967 shares; 2024Q2: 572,813 shares; 2024Q3: 587,281 shares 587,281 $35.5M 2.78% +14,468 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; 2022Q4: restricted; 2023Q1: 249,514 shares; 2023Q2: 294,473 shares; 2023Q3: 284,140 shares; 2023Q4: 286,483 shares; 2024Q1: 434,631 shares; 2024Q2: 407,600 shares; 2024Q3: 404,379 shares 404,379 $33.5M 2.63% -3,221 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 432,042 shares; 2023Q2: 247,840 shares; 2023Q3: 438,236 shares; 2023Q4: 257,773 shares; 2024Q1: 272,307 shares; 2024Q2: 258,044 shares; 2024Q3: 314,228 shares 314,228 $28.7M 2.25% +56,184 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; 2022Q4: restricted; 2023Q1: 439,911 shares; 2023Q2: 453,794 shares; 2023Q3: 562,907 shares; 2023Q4: 579,168 shares; 2024Q1: 413,777 shares; 2024Q2: 430,299 shares; 2024Q3: 417,048 shares 417,048 $28.2M 2.21% -13,251 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 534,485 shares; 2023Q2: 550,813 shares; 2023Q3: 582,158 shares; 2023Q4: 594,113 shares; 2024Q1: 360,178 shares; 2024Q2: not reported; 2024Q3: 390,808 shares 390,808 $26.2M 2.05% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,168 shares; 2023Q2: 23,446 shares; 2023Q3: 24,734 shares; 2023Q4: 25,775 shares; 2024Q1: 22,136 shares; 2024Q2: 212,760 shares; 2024Q3: 199,530 shares 199,530 $24.2M 1.9% -13,230 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 49,845 shares; 2023Q2: 52,915 shares; 2023Q3: 54,882 shares; 2023Q4: 57,967 shares; 2024Q1: 52,473 shares; 2024Q2: not reported; 2024Q3: 53,855 shares 53,855 $23.2M 1.82% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 171,415 shares; 2023Q2: 176,566 shares; 2023Q3: 182,695 shares; 2023Q4: 190,822 shares; 2024Q1: 180,250 shares; 2024Q2: not reported; 2024Q3: 185,636 shares 185,636 $21.7M 1.7% new Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 962,120 shares; 2024Q3: 1,000,964 shares 1,000,964 $21.2M 1.66% +38,844 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 242,552 shares; 2023Q2: 237,279 shares; 2023Q3: 230,114 shares; 2023Q4: 224,368 shares; 2024Q1: 244,758 shares; 2024Q2: 255,035 shares; 2024Q3: 260,111 shares 260,111 $20.7M 1.62% +5,076 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 47,190 shares; 2023Q2: 45,916 shares; 2023Q3: 47,739 shares; 2023Q4: 47,466 shares; 2024Q1: 135,485 shares; 2024Q2: not reported; 2024Q3: 145,415 shares 145,415 $18.6M 1.46% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 214,836 shares; 2023Q4: 217,745 shares; 2024Q1: 271,488 shares; 2024Q2: 294,822 shares; 2024Q3: 294,911 shares 294,911 $17.8M 1.39% +89 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 32,904 shares; 2023Q2: 31,990 shares; 2023Q3: 32,719 shares; 2023Q4: 34,104 shares; 2024Q1: 30,202 shares; 2024Q2: 29,831 shares; 2024Q3: 30,460 shares 30,460 $17.4M 1.37% +629 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24,694 shares; 2024Q2: not reported; 2024Q3: 258,732 shares 258,732 $16.7M 1.31% new Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 307,413 shares; 2024Q3: 315,951 shares 315,951 $15.8M 1.24% +8,538 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; 2022Q4: restricted; 2023Q1: 365,487 shares; 2023Q2: 277,794 shares; 2023Q3: 421,511 shares; 2023Q4: 407,676 shares; 2024Q1: 420,297 shares; 2024Q2: 288,773 shares; 2024Q3: 284,295 shares 284,295 $15M 1.18% -4,478 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 135,421 shares; 2023Q2: 290,777 shares; 2023Q3: 111,572 shares; 2023Q4: 253,615 shares; 2024Q1: 153,586 shares; 2024Q2: not reported; 2024Q3: 276,884 shares 276,884 $13.8M 1.08% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 58,921 shares; 2023Q2: 58,041 shares; 2023Q3: 52,966 shares; 2023Q4: 55,005 shares; 2024Q1: 55,173 shares; 2024Q2: 55,182 shares; 2024Q3: 54,657 shares 54,657 $13.3M 1.04% -525 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; 2022Q4: restricted; 2023Q1: 48,400 shares; 2023Q2: 54,034 shares; 2023Q3: 57,143 shares; 2023Q4: 56,706 shares; 2024Q1: 53,222 shares; 2024Q2: not reported; 2024Q3: 53,268 shares 53,268 $12.3M 0.96% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,300 shares; 2023Q2: 4,456 shares; 2023Q3: 4,079 shares; 2023Q4: 44,214 shares; 2024Q1: 63,502 shares; 2024Q2: 66,025 shares; 2024Q3: 103,084 shares 103,084 $11.7M 0.92% +37,059 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 9,242 shares; 2023Q3: 13,625 shares; 2023Q4: 14,984 shares; 2024Q1: 81,381 shares; 2024Q2: 92,113 shares; 2024Q3: 91,552 shares 91,552 $11.6M 0.91% -561 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,916 shares; 2023Q2: 10,322 shares; 2023Q3: 11,187 shares; 2023Q4: 12,079 shares; 2024Q1: 53,981 shares; 2024Q2: 54,911 shares; 2024Q3: 54,731 shares 54,731 $11.5M 0.91% -180 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33,084 shares; 2023Q2: 34,041 shares; 2023Q3: 34,840 shares; 2023Q4: 39,803 shares; 2024Q1: 37,663 shares; 2024Q2: not reported; 2024Q3: 37,649 shares 37,649 $11.5M 0.9% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 53,685 shares; 2023Q2: 56,222 shares; 2023Q3: 54,993 shares; 2023Q4: 57,995 shares; 2024Q1: 60,483 shares; 2024Q2: not reported; 2024Q3: 59,110 shares 59,110 $11M 0.86% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 322,672 shares; 2023Q2: 310,512 shares; 2023Q3: 294,900 shares; 2023Q4: 283,697 shares; 2024Q1: 313,577 shares; 2024Q2: not reported; 2024Q3: 221,548 shares 221,548 $10.9M 0.86% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,963 shares 20,963 $10.9M 0.85% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 134,546 shares; 2024Q2: not reported; 2024Q3: 158,065 shares 158,065 $10.4M 0.82% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 56,161 shares; 2023Q2: 57,775 shares; 2023Q3: 58,816 shares; 2023Q4: 58,064 shares; 2024Q1: 150,374 shares; 2024Q2: not reported; 2024Q3: 123,400 shares 123,400 $9.96M 0.78% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,278 shares; 2024Q1: 149,734 shares; 2024Q2: 161,138 shares; 2024Q3: 160,945 shares 160,945 $9.9M 0.78% -193 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 44,118 shares; 2024Q2: 47,699 shares; 2024Q3: 49,239 shares 49,239 $9.89M 0.78% +1,540 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,984 shares; 2023Q2: 29,242 shares; 2023Q3: 27,744 shares; 2023Q4: 24,464 shares; 2024Q1: 24,003 shares; 2024Q2: not reported; 2024Q3: 24,191 shares 24,191 $9.8M 0.77% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 29,642 shares; 2024Q2: not reported; 2024Q3: 29,458 shares 29,458 $9.54M 0.75% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 74,405 shares; 2023Q2: 74,213 shares; 2023Q3: 73,541 shares; 2023Q4: 71,620 shares; 2024Q1: 79,436 shares; 2024Q2: not reported; 2024Q3: 84,944 shares 84,944 $9.38M 0.74% new 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; 2022Q4: restricted; 2023Q1: 58,966 shares; 2023Q2: 61,840 shares; 2023Q3: 63,199 shares; 2023Q4: 55,293 shares; 2024Q1: 53,828 shares; 2024Q2: not reported; 2024Q3: 46,637 shares 46,637 $9.37M 0.73% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 51,604 shares; 2023Q2: 52,787 shares; 2023Q3: 54,131 shares; 2023Q4: 54,210 shares; 2024Q1: 54,030 shares; 2024Q2: not reported; 2024Q3: 53,807 shares 53,807 $9.32M 0.73% 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; 2022Q4: restricted; 2023Q1: 31,749 shares; 2023Q2: 38,863 shares; 2023Q3: 39,756 shares; 2023Q4: 38,915 shares; 2024Q1: 31,632 shares; 2024Q2: not reported; 2024Q3: 32,874 shares 32,874 $9.1M 0.71% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 50,456 shares; 2023Q2: 51,279 shares; 2023Q3: 52,153 shares; 2023Q4: 52,227 shares; 2024Q1: 51,988 shares; 2024Q2: not reported; 2024Q3: 56,020 shares 56,020 $9.08M 0.71% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 53,134 shares; 2023Q2: 55,070 shares; 2023Q3: 56,145 shares; 2023Q4: 55,676 shares; 2024Q1: 52,563 shares; 2024Q2: not reported; 2024Q3: 53,261 shares 53,261 $9.06M 0.71% new 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; 2022Q4: restricted; 2023Q1: 39,164 shares; 2023Q2: 40,646 shares; 2023Q3: 41,486 shares; 2023Q4: 40,634 shares; 2024Q1: 38,158 shares; 2024Q2: not reported; 2024Q3: 38,219 shares 38,219 $8.95M 0.7% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 73,602 shares; 2023Q2: 221,988 shares; 2023Q3: 306,749 shares; 2023Q4: 349,222 shares; 2024Q1: 368,603 shares; 2024Q2: 292,949 shares; 2024Q3: 324,004 shares 324,004 $8.86M 0.69% +31,055 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 43,162 shares; 2023Q2: 40,356 shares; 2023Q3: 45,652 shares; 2023Q4: 48,190 shares; 2024Q1: 49,045 shares; 2024Q2: not reported; 2024Q3: 52,878 shares 52,878 $8.68M 0.68% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 27,594 shares; 2023Q4: 32,973 shares; 2024Q1: 36,436 shares; 2024Q2: not reported; 2024Q3: 37,372 shares 37,372 $8.34M 0.65% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 35,499 shares; 2023Q2: 38,231 shares; 2023Q3: 39,894 shares; 2023Q4: 43,054 shares; 2024Q1: 44,232 shares; 2024Q2: 42,808 shares; 2024Q3: 48,734 shares 48,734 $8.08M 0.63% +5,926 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,172 shares; 2023Q2: 25,375 shares; 2023Q3: 26,012 shares; 2023Q4: 25,802 shares; 2024Q1: 21,191 shares; 2024Q2: 24,226 shares; 2024Q3: 22,788 shares 22,788 $8.06M 0.63% -1,438 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 160,636 shares; 2024Q3: 163,924 shares 163,924 $8.04M 0.63% +3,288 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 32,930 shares; 2023Q2: 33,061 shares; 2023Q3: 35,339 shares; 2023Q4: 41,612 shares; 2024Q1: 41,743 shares; 2024Q2: not reported; 2024Q3: 41,811 shares 41,811 $8.03M 0.63% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25,225 shares; 2023Q2: 29,507 shares; 2023Q3: 30,233 shares; 2023Q4: 30,675 shares; 2024Q1: 25,605 shares; 2024Q2: not reported; 2024Q3: 24,456 shares 24,456 $7.88M 0.62% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 38,641 shares; 2024Q2: not reported; 2024Q3: 40,314 shares 40,314 $7.73M 0.61% 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; 2022Q4: restricted; 2023Q1: 51,920 shares; 2023Q2: 52,293 shares; 2023Q3: 52,606 shares; 2023Q4: 53,144 shares; 2024Q1: 53,635 shares; 2024Q2: not reported; 2024Q3: 56,397 shares 56,397 $7.69M 0.6% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 29,826 shares; 2024Q2: not reported; 2024Q3: 30,536 shares 30,536 $7.53M 0.59% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 73,640 shares; 2024Q3: 84,106 shares 84,106 $7.36M 0.58% +10,466 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,702 shares; 2023Q3: 8,047 shares; 2023Q4: 9,790 shares; 2024Q1: 12,957 shares; 2024Q2: not reported; 2024Q3: 13,205 shares 13,205 $7.35M 0.58% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 97,182 shares 97,182 $7.21M 0.57% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 81,094 shares; 2024Q1: 79,978 shares; 2024Q2: not reported; 2024Q3: 79,809 shares 79,809 $7.2M 0.56% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 78,712 shares; 2023Q2: 82,430 shares; 2023Q3: 84,248 shares; 2023Q4: 83,937 shares; 2024Q1: 83,939 shares; 2024Q2: not reported; 2024Q3: 65,806 shares 65,806 $7.2M 0.56% 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; 2022Q4: restricted; 2023Q1: 9,422 shares; 2023Q2: 11,923 shares; 2023Q3: 13,117 shares; 2023Q4: 14,308 shares; 2024Q1: 14,144 shares; 2024Q2: 14,369 shares; 2024Q3: 14,462 shares 14,462 $7.14M 0.56% +93 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 81,159 shares; 2023Q2: 97,065 shares; 2023Q3: 99,482 shares; 2023Q4: 111,951 shares; 2024Q1: 94,402 shares; 2024Q2: 85,293 shares; 2024Q3: 84,167 shares 84,167 $7.11M 0.56% -1,126 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 77,917 shares; 2023Q2: 89,775 shares; 2023Q3: 195,648 shares; 2023Q4: 126,092 shares; 2024Q1: 104,003 shares; 2024Q2: not reported; 2024Q3: 132,041 shares 132,041 $6.75M 0.53% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,553 shares; 2023Q2: 26,250 shares; 2023Q3: 27,067 shares; 2023Q4: 26,817 shares; 2024Q1: 26,501 shares; 2024Q2: not reported; 2024Q3: 13,648 shares 13,648 $6.66M 0.52% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,754 shares; 2023Q2: 19,405 shares; 2023Q3: 21,547 shares; 2023Q4: 23,317 shares; 2024Q1: 22,923 shares; 2024Q2: 23,088 shares; 2024Q3: 23,456 shares 23,456 $6.45M 0.51% +368 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,570 shares; 2023Q2: 11,390 shares; 2023Q3: 11,089 shares; 2023Q4: 10,793 shares; 2024Q1: 10,625 shares; 2024Q2: 11,712 shares; 2024Q3: 54,102 shares 54,102 $6.34M 0.5% +42,390 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 298,646 shares; 2023Q2: 270,226 shares; 2023Q3: 262,677 shares; 2023Q4: 233,634 shares; 2024Q1: 419,445 shares; 2024Q2: 439,690 shares; 2024Q3: 452,596 shares 452,596 $6.08M 0.48% +12,906 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 32,894 shares; 2023Q2: 33,037 shares; 2023Q3: 55,370 shares; 2023Q4: 59,144 shares; 2024Q1: 67,321 shares; 2024Q2: not reported; 2024Q3: 78,213 shares 78,213 $6.07M 0.48% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 41,619 shares; 2023Q2: 49,141 shares; 2023Q3: 57,936 shares; 2023Q4: 70,854 shares; 2024Q1: 72,384 shares; 2024Q2: 91,833 shares; 2024Q3: 100,066 shares 100,066 $5.95M 0.47% +8,233 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 93,759 shares 93,759 $5.77M 0.45% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 137,209 shares; 2023Q2: 135,065 shares; 2023Q3: 144,741 shares; 2023Q4: 146,325 shares; 2024Q1: 144,308 shares; 2024Q2: not reported; 2024Q3: 118,247 shares 118,247 $5.66M 0.44% new Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 136,033 shares 136,033 $5.55M 0.44% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48,061 shares 48,061 $5.5M 0.43% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 370 shares; 2024Q1: 535 shares; 2024Q2: 9,958 shares; 2024Q3: 10,331 shares 10,331 $5.35M 0.42% +373 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,048 shares; 2023Q2: 7,914 shares; 2023Q3: 5,400 shares; 2023Q4: 4,804 shares; 2024Q1: 5,254 shares; 2024Q2: 5,260 shares; 2024Q3: 5,358 shares 5,358 $4.75M 0.37% +98 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,803 shares; 2023Q2: 7,748 shares; 2023Q3: 8,819 shares; 2023Q4: 9,322 shares; 2024Q1: 9,721 shares; 2024Q2: not reported; 2024Q3: 10,180 shares 10,180 $4.69M 0.37% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,102 shares; 2024Q1: 5,607 shares; 2024Q2: not reported; 2024Q3: 5,200 shares 5,200 $4.61M 0.36% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,885 shares; 2023Q2: 3,953 shares; 2023Q3: 4,769 shares; 2023Q4: 5,214 shares; 2024Q1: 4,504 shares; 2024Q2: not reported; 2024Q3: 18,349 shares 18,349 $3.78M 0.3% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,652 shares; 2023Q2: 23,039 shares; 2023Q3: 28,293 shares; 2023Q4: 26,158 shares; 2024Q1: 27,760 shares; 2024Q2: not reported; 2024Q3: 31,833 shares 31,833 $3.74M 0.29% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,344 shares; 2023Q4: 7,543 shares; 2024Q1: 8,588 shares; 2024Q2: not reported; 2024Q3: 10,147 shares 10,147 $3.47M 0.27% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 54,414 shares; 2024Q2: not reported; 2024Q3: 74,196 shares 74,196 $3.47M 0.27% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 36,905 shares; 2023Q2: 43,969 shares; 2023Q3: 97,714 shares; 2023Q4: 66,471 shares; 2024Q1: 53,438 shares; 2024Q2: 52,712 shares; 2024Q3: 63,820 shares 63,820 $3.38M 0.27% +11,108 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,777 shares; 2023Q2: 6,402 shares; 2023Q3: 10,092 shares; 2023Q4: 10,972 shares; 2024Q1: 13,233 shares; 2024Q2: not reported; 2024Q3: 13,712 shares 13,712 $3.35M 0.26% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,999 shares; 2023Q2: 7,617 shares; 2023Q3: 9,168 shares; 2023Q4: 10,028 shares; 2024Q1: 10,679 shares; 2024Q2: 10,925 shares; 2024Q3: 12,985 shares 12,985 $3.35M 0.26% +2,060 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,406 shares; 2023Q2: 24,974 shares; 2023Q3: 27,355 shares; 2023Q4: 29,867 shares; 2024Q1: 29,348 shares; 2024Q2: not reported; 2024Q3: 48,347 shares 48,347 $3.15M 0.25% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,313 shares 7,313 $3.15M 0.25% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,799 shares; 2023Q2: 19,150 shares; 2023Q3: 19,078 shares; 2023Q4: 20,608 shares; 2024Q1: 22,064 shares; 2024Q2: 18,431 shares; 2024Q3: 18,341 shares 18,341 $3.07M 0.24% -90 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 17,445 shares; 2023Q4: 21,830 shares; 2024Q1: 32,844 shares; 2024Q2: 33,706 shares; 2024Q3: 35,819 shares 35,819 $3.06M 0.24% +2,113 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,589 shares; 2023Q2: 4,028 shares; 2023Q3: 4,347 shares; 2023Q4: 5,395 shares; 2024Q1: 5,456 shares; 2024Q2: 5,375 shares; 2024Q3: 5,292 shares 5,292 $3.04M 0.24% -83 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,431 shares; 2024Q1: 27,818 shares; 2024Q2: not reported; 2024Q3: 128,120 shares 128,120 $3.01M 0.24% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 322 shares; 2023Q3: 312 shares; 2023Q4: 387 shares; 2024Q1: 448 shares; 2024Q2: 435 shares; 2024Q3: 17,368 shares 17,368 $3M 0.23% +16,933 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,087 shares; 2023Q2: 3,947 shares; 2023Q3: 3,944 shares; 2023Q4: 3,116 shares; 2024Q1: 3,345 shares; 2024Q2: 3,363 shares; 2024Q3: 3,309 shares 3,309 $2.96M 0.23% -54 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,331 shares; 2024Q1: 18,292 shares; 2024Q2: 32,299 shares; 2024Q3: 112,489 shares 112,489 $2.87M 0.23% +80,190 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,735 shares; 2023Q2: 33,157 shares; 2023Q3: 34,114 shares; 2023Q4: 39,221 shares; 2024Q1: 41,846 shares; 2024Q2: 46,667 shares; 2024Q3: 54,954 shares 54,954 $2.87M 0.22% +8,287 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 830 shares; 2024Q1: 865 shares; 2024Q2: 8,459 shares; 2024Q3: 8,616 shares 8,616 $2.86M 0.22% +157 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,658 shares; 2024Q1: 17,931 shares; 2024Q2: 32,327 shares; 2024Q3: 116,273 shares 116,273 $2.83M 0.22% +83,946 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,340 shares; 2023Q2: 11,794 shares; 2023Q3: 12,067 shares; 2023Q4: 12,315 shares; 2024Q1: 10,715 shares; 2024Q2: 10,467 shares; 2024Q3: 10,331 shares 10,331 $2.83M 0.22% -136 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 25,000 shares; 2023Q4: 25,000 shares; 2024Q1: 140,690 shares; 2024Q2: not reported; 2024Q3: 60,594 shares 60,594 $2.8M 0.22% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,019 shares; 2023Q2: 21,345 shares; 2023Q3: 21,524 shares; 2023Q4: 21,652 shares; 2024Q1: 22,163 shares; 2024Q2: not reported; 2024Q3: 21,807 shares 21,807 $2.8M 0.22% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,589 shares; 2024Q1: 21,023 shares; 2024Q2: 35,332 shares; 2024Q3: 126,299 shares 126,299 $2.8M 0.22% +90,967 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,784 shares; 2024Q2: 28,501 shares; 2024Q3: 112,602 shares 112,602 $2.74M 0.21% +84,101 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 180,735 shares; 2023Q2: 46,353 shares; 2023Q3: 48,721 shares; 2023Q4: 48,721 shares; 2024Q1: 159,785 shares; 2024Q2: 167,329 shares; 2024Q3: 49,930 shares 49,930 $2.73M 0.21% -117,399 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 21,323 shares; 2023Q3: 23,441 shares; 2023Q4: 23,904 shares; 2024Q1: 30,946 shares; 2024Q2: 34,207 shares; 2024Q3: 33,692 shares 33,692 $2.73M 0.21% -515 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,403 shares; 2024Q2: 26,760 shares; 2024Q3: 106,862 shares 106,862 $2.68M 0.21% +80,102 IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,430 shares; 2024Q2: 31,417 shares; 2024Q3: 126,019 shares 126,019 $2.67M 0.21% +94,602 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,235 shares 18,235 $2.62M 0.21% new Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,255 shares; 2024Q2: not reported; 2024Q3: 98,241 shares 98,241 $2.59M 0.2% new Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,504 shares; 2024Q2: 22,579 shares; 2024Q3: 100,636 shares 100,636 $2.59M 0.2% +78,057 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 47,335 shares; 2024Q2: 60,636 shares; 2024Q3: 56,865 shares 56,865 $2.48M 0.19% -3,771 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,158 shares; 2024Q2: not reported; 2024Q3: 20,298 shares 20,298 $2.42M 0.19% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,809 shares; 2023Q4: 44,977 shares; 2024Q1: 38,737 shares; 2024Q2: not reported; 2024Q3: 37,660 shares 37,660 $2.34M 0.18% new Timeline ANSYS INC COM ANSYS INC COM More: the full row for ANSYS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,100 shares; 2023Q2: 4,853 shares; 2023Q3: 4,885 shares; 2023Q4: 5,792 shares; 2024Q1: 6,249 shares; 2024Q2: 5,891 shares; 2024Q3: 7,112 shares 7,112 $2.27M 0.18% +1,221 RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,590 shares; 2023Q2: 42,272 shares; 2023Q3: 51,027 shares; 2023Q4: 55,913 shares; 2024Q1: 92,956 shares; 2024Q2: 97,539 shares; 2024Q3: 74,700 shares 74,700 $2.11M 0.17% -22,839 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 14,522 shares; 2023Q3: 21,213 shares; 2023Q4: 28,141 shares; 2024Q1: 22,733 shares; 2024Q2: 16,094 shares; 2024Q3: 12,998 shares 12,998 $2.04M 0.16% -3,096 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,436 shares 27,436 $1.98M 0.16% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,133 shares; 2023Q2: 3,167 shares; 2023Q3: 3,210 shares; 2023Q4: 3,098 shares; 2024Q1: 2,844 shares; 2024Q2: not reported; 2024Q3: 3,404 shares 3,404 $1.96M 0.15% new Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,485 shares; 2023Q2: 29,707 shares; 2023Q3: 31,651 shares; 2023Q4: 36,047 shares; 2024Q1: 38,235 shares; 2024Q2: 40,085 shares; 2024Q3: 44,273 shares 44,273 $1.93M 0.15% +4,188 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,090 shares; 2023Q2: 1,130 shares; 2023Q3: 1,134 shares; 2023Q4: 1,094 shares; 2024Q1: 1,239 shares; 2024Q2: not reported; 2024Q3: 3,533 shares 3,533 $1.86M 0.15% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 78,558 shares; 2023Q2: 77,667 shares; 2023Q3: 81,335 shares; 2023Q4: 94,619 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,822 shares 18,822 $1.85M 0.14% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,410 shares; 2024Q1: 13,285 shares; 2024Q2: not reported; 2024Q3: 17,424 shares 17,424 $1.79M 0.14% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,468 shares; 2023Q2: 18,469 shares; 2023Q3: 23,636 shares; 2023Q4: 25,603 shares; 2024Q1: 25,168 shares; 2024Q2: not reported; 2024Q3: 19,194 shares 19,194 $1.7M 0.13% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 47,642 shares; 2024Q2: 46,938 shares; 2024Q3: 46,715 shares 46,715 $1.69M 0.13% -223 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 19,337 shares; 2023Q2: 23,588 shares; 2023Q3: 24,287 shares; 2023Q4: 25,214 shares; 2024Q1: 28,055 shares; 2024Q2: not reported; 2024Q3: 32,402 shares 32,402 $1.67M 0.13% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,297 shares; 2023Q2: 5,298 shares; 2023Q3: 5,278 shares; 2023Q4: 5,063 shares; 2024Q1: 4,958 shares; 2024Q2: not reported; 2024Q3: 5,991 shares 5,991 $1.63M 0.13% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,758 shares; 2023Q2: 10,383 shares; 2023Q3: 10,382 shares; 2023Q4: 10,116 shares; 2024Q1: 10,247 shares; 2024Q2: not reported; 2024Q3: 8,997 shares 8,997 $1.57M 0.12% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,211 shares; 2023Q2: 5,755 shares; 2023Q3: 5,424 shares; 2023Q4: 5,011 shares; 2024Q1: 4,742 shares; 2024Q2: not reported; 2024Q3: 4,343 shares 4,343 $1.57M 0.12% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 39,082 shares; 2023Q4: 42,922 shares; 2024Q1: 56,121 shares; 2024Q2: not reported; 2024Q3: 42,589 shares 42,589 $1.55M 0.12% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,912 shares; 2023Q2: 2,287 shares; 2023Q3: 2,533 shares; 2023Q4: 2,540 shares; 2024Q1: 2,431 shares; 2024Q2: not reported; 2024Q3: 3,894 shares 3,894 $1.5M 0.12% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28,534 shares; 2024Q2: not reported; 2024Q3: 26,352 shares 26,352 $1.46M 0.11% new 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; 2022Q4: restricted; 2023Q1: 1,643 shares; 2023Q2: 1,643 shares; 2023Q3: 1,643 shares; 2023Q4: 1,981 shares; 2024Q1: 3,073 shares; 2024Q2: not reported; 2024Q3: 6,054 shares 6,054 $1.22M 0.1% new 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; 2022Q4: restricted; 2023Q1: 1,079 shares; 2023Q2: 1,079 shares; 2023Q3: 1,079 shares; 2023Q4: 1,080 shares; 2024Q1: 1,200 shares; 2024Q2: 1,237 shares; 2024Q3: 2,008 shares 2,008 $1.18M 0.09% +771 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,851 shares; 2023Q2: 2,722 shares; 2023Q3: 2,738 shares; 2023Q4: 5,910 shares; 2024Q1: 5,977 shares; 2024Q2: 6,742 shares; 2024Q3: 6,769 shares 6,769 $1.04M 0.08% +27 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 405 shares; 2023Q2: 402 shares; 2023Q3: 397 shares; 2023Q4: 471 shares; 2024Q1: 836 shares; 2024Q2: 947 shares; 2024Q3: 1,213 shares 1,213 $1.01M 0.08% +266 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 572 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 491 shares; 2024Q2: 826 shares; 2024Q3: 1,380 shares 1,380 $979K 0.08% +554 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27,562 shares; 2023Q2: 29,510 shares; 2023Q3: 29,629 shares; 2023Q4: 28,020 shares; 2024Q1: 28,592 shares; 2024Q2: 29,380 shares; 2024Q3: 42,397 shares 42,397 $933K 0.07% +13,017 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,199 shares; 2023Q2: 12,449 shares; 2023Q3: 11,975 shares; 2023Q4: 12,231 shares; 2024Q1: 8,291 shares; 2024Q2: 9,932 shares; 2024Q3: 9,745 shares 9,745 $856K 0.07% -187 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,110 shares; 2023Q2: 1,165 shares; 2023Q3: 1,513 shares; 2023Q4: 2,386 shares; 2024Q1: 2,419 shares; 2024Q2: not reported; 2024Q3: 2,174 shares 2,174 $850K 0.07% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,857 shares; 2024Q2: not reported; 2024Q3: 4,803 shares 4,803 $834K 0.07% new Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,509 shares; 2023Q4: 13,006 shares; 2024Q1: 13,717 shares; 2024Q2: not reported; 2024Q3: 13,717 shares 13,717 $831K 0.07% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,044 shares; 2023Q2: 8,354 shares; 2023Q3: 8,049 shares; 2023Q4: 9,123 shares; 2024Q1: 9,073 shares; 2024Q2: 9,207 shares; 2024Q3: 10,563 shares 10,563 $831K 0.07% +1,356 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,565 shares; 2024Q2: 5,217 shares; 2024Q3: 7,454 shares 7,454 $817K 0.06% +2,237 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,986 shares; 2023Q2: 5,120 shares; 2023Q3: 4,995 shares; 2023Q4: 5,168 shares; 2024Q1: 5,073 shares; 2024Q2: not reported; 2024Q3: 5,099 shares 5,099 $795K 0.06% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,216 shares; 2023Q2: 4,820 shares; 2023Q3: 4,302 shares; 2023Q4: 4,534 shares; 2024Q1: 4,762 shares; 2024Q2: 3,047 shares; 2024Q3: 3,026 shares 3,026 $792K 0.06% -21 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,739 shares; 2023Q2: 1,664 shares; 2023Q3: 1,661 shares; 2023Q4: 2,594 shares; 2024Q1: 12,889 shares; 2024Q2: not reported; 2024Q3: 12,206 shares 12,206 $761K 0.06% new Timeline GOVZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 63,590 shares 63,590 $751K 0.06% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 238,109 shares; 2023Q2: 236,558 shares; 2023Q3: 229,555 shares; 2023Q4: 232,418 shares; 2024Q1: 10,438 shares; 2024Q2: not reported; 2024Q3: 9,934 shares 9,934 $746K 0.06% new Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 33,578 shares; 2024Q2: 32,429 shares; 2024Q3: 28,220 shares 28,220 $736K 0.06% -4,209 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,647 shares 19,647 $731K 0.06% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,638 shares; 2023Q2: 3,168 shares; 2023Q3: 4,713 shares; 2023Q4: 4,628 shares; 2024Q1: 4,629 shares; 2024Q2: not reported; 2024Q3: 4,657 shares 4,657 $706K 0.06% new Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,506 shares 18,506 $704K 0.06% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 72,369 shares; 2023Q2: 71,518 shares; 2023Q3: 71,365 shares; 2023Q4: 69,778 shares; 2024Q1: 77,059 shares; 2024Q2: not reported; 2024Q3: 6,979 shares 6,979 $685K 0.05% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,727 shares; 2023Q2: 18,493 shares; 2023Q3: 19,485 shares; 2023Q4: 19,696 shares; 2024Q1: 20,564 shares; 2024Q2: 1,021 shares; 2024Q3: 1,088 shares 1,088 $636K 0.05% +67 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,572 shares 10,572 $626K 0.05% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,501 shares 9,501 $619K 0.05% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,352 shares 11,352 $619K 0.05% new Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,150 shares; 2024Q3: 15,930 shares 15,930 $605K 0.05% +7,780 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,912 shares; 2024Q2: 12,231 shares; 2024Q3: 16,150 shares 16,150 $600K 0.05% +3,919 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 64,953 shares; 2023Q2: 4,297 shares; 2023Q3: 4,045 shares; 2023Q4: 4,445 shares; 2024Q1: 4,926 shares; 2024Q2: not reported; 2024Q3: 5,520 shares 5,520 $597K 0.05% 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; 2022Q4: restricted; 2023Q1: 9,587 shares; 2023Q2: 8,817 shares; 2023Q3: 8,444 shares; 2023Q4: 8,790 shares; 2024Q1: 13,541 shares; 2024Q2: 13,396 shares; 2024Q3: 13,138 shares 13,138 $595K 0.05% -258 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,696 shares 5,696 $591K 0.05% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,255 shares; 2023Q2: 2,057 shares; 2023Q3: 2,305 shares; 2023Q4: 2,618 shares; 2024Q1: 2,695 shares; 2024Q2: 2,825 shares; 2024Q3: 2,903 shares 2,903 $573K 0.04% +78 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 906 shares; 2024Q2: not reported; 2024Q3: 1,461 shares 1,461 $561K 0.04% new RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,268 shares; 2024Q3: 8,383 shares 8,383 $557K 0.04% +4,115 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,842 shares; 2023Q2: 6,123 shares; 2023Q3: 5,581 shares; 2023Q4: 7,814 shares; 2024Q1: 4,135 shares; 2024Q2: not reported; 2024Q3: 3,689 shares 3,689 $552K 0.04% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 240,486 shares; 2023Q2: 248,747 shares; 2023Q3: 260,256 shares; 2023Q4: 274,891 shares; 2024Q1: 9,600 shares; 2024Q2: not reported; 2024Q3: 8,464 shares 8,464 $533K 0.04% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,282 shares; 2024Q2: not reported; 2024Q3: 1,935 shares 1,935 $524K 0.04% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,355 shares; 2023Q2: 1,356 shares; 2023Q3: 1,356 shares; 2023Q4: 1,357 shares; 2024Q1: 1,358 shares; 2024Q2: not reported; 2024Q3: 1,380 shares 1,380 $518K 0.04% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,564 shares; 2023Q2: 2,565 shares; 2023Q3: 2,641 shares; 2023Q4: 2,575 shares; 2024Q1: 2,584 shares; 2024Q2: not reported; 2024Q3: 2,584 shares 2,584 $509K 0.04% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,564 shares; 2023Q2: 3,585 shares; 2023Q3: 4,102 shares; 2023Q4: 4,294 shares; 2024Q1: 4,230 shares; 2024Q2: not reported; 2024Q3: 4,187 shares 4,187 $508K 0.04% 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; 2022Q4: restricted; 2023Q1: 17,667 shares; 2023Q2: 17,272 shares; 2023Q3: 16,979 shares; 2023Q4: 17,229 shares; 2024Q1: 17,480 shares; 2024Q2: not reported; 2024Q3: 17,116 shares 17,116 $498K 0.04% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,176 shares; 2023Q2: 1,194 shares; 2023Q3: 1,160 shares; 2023Q4: 1,123 shares; 2024Q1: 1,174 shares; 2024Q2: 1,165 shares; 2024Q3: 1,172 shares 1,172 $496K 0.04% +7 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 225,134 shares; 2023Q2: 225,623 shares; 2023Q3: 226,342 shares; 2023Q4: 222,887 shares; 2024Q1: 257,407 shares; 2024Q2: 11,805 shares; 2024Q3: 11,878 shares 11,878 $492K 0.04% +73 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,321 shares; 2023Q2: 2,786 shares; 2023Q3: not reported; 2023Q4: 3,489 shares; 2024Q1: 3,821 shares; 2024Q2: not reported; 2024Q3: 4,840 shares 4,840 $490K 0.04% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,988 shares; 2023Q3: 2,565 shares; 2023Q4: 2,786 shares; 2024Q1: 2,771 shares; 2024Q2: 2,738 shares; 2024Q3: 2,862 shares 2,862 $488K 0.04% +124 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,555 shares; 2023Q2: 3,561 shares; 2023Q3: not reported; 2023Q4: 3,520 shares; 2024Q1: 3,374 shares; 2024Q2: not reported; 2024Q3: 6,650 shares 6,650 $478K 0.04% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 144,847 shares; 2023Q2: 146,511 shares; 2023Q3: 149,192 shares; 2023Q4: 8,890 shares; 2024Q1: 9,656 shares; 2024Q2: not reported; 2024Q3: 16,443 shares 16,443 $476K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 47,065 shares; 2023Q2: 46,203 shares; 2023Q3: 46,199 shares; 2023Q4: 43,169 shares; 2024Q1: 48,726 shares; 2024Q2: not reported; 2024Q3: 44,775 shares 44,775 $473K 0.04% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,592 shares; 2023Q2: 1,675 shares; 2023Q3: 1,680 shares; 2023Q4: 1,689 shares; 2024Q1: 1,883 shares; 2024Q2: not reported; 2024Q3: 1,613 shares 1,613 $457K 0.04% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,776 shares; 2023Q2: 19,482 shares; 2023Q3: 18,897 shares; 2023Q4: 17,049 shares; 2024Q1: 8,496 shares; 2024Q2: 6,344 shares; 2024Q3: 6,293 shares 6,293 $456K 0.04% -51 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,397 shares; 2024Q2: 4,397 shares; 2024Q3: 4,397 shares 4,397 $456K 0.04% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,870 shares; 2023Q2: 5,691 shares; 2023Q3: 4,639 shares; 2023Q4: 4,663 shares; 2024Q1: 4,466 shares; 2024Q2: not reported; 2024Q3: 6,377 shares 6,377 $450K 0.04% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,324 shares 9,324 $443K 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,712 shares; 2024Q2: 3,622 shares; 2024Q3: 3,083 shares 3,083 $438K 0.03% -539 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,917 shares; 2023Q2: 16,326 shares; 2023Q3: 16,304 shares; 2023Q4: 16,306 shares; 2024Q1: 14,872 shares; 2024Q2: 15,036 shares; 2024Q3: 15,054 shares 15,054 $428K 0.03% +18 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,118 shares; 2023Q4: 6,203 shares; 2024Q1: 6,364 shares; 2024Q2: 6,381 shares; 2024Q3: 6,405 shares 6,405 $425K 0.03% +24 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,881 shares 5,881 $422K 0.03% new 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; 2022Q4: restricted; 2023Q1: 3,877 shares; 2023Q2: 1,379 shares; 2023Q3: 1,107 shares; 2023Q4: 1,109 shares; 2024Q1: 1,114 shares; 2024Q2: not reported; 2024Q3: 1,096 shares 1,096 $418K 0.03% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,234 shares; 2023Q2: 7,616 shares; 2023Q3: 7,223 shares; 2023Q4: 4,981 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,331 shares 2,331 $406K 0.03% new Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,353 shares; 2023Q2: 17,410 shares; 2023Q3: 17,468 shares; 2023Q4: 17,525 shares; 2024Q1: 17,586 shares; 2024Q2: 17,647 shares; 2024Q3: 18,065 shares 18,065 $402K 0.03% +418 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,423 shares; 2023Q2: 8,302 shares; 2023Q3: 9,497 shares; 2023Q4: 9,233 shares; 2024Q1: 9,500 shares; 2024Q2: not reported; 2024Q3: 10,056 shares 10,056 $399K 0.03% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,432 shares 11,432 $398K 0.03% new 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; 2022Q4: restricted; 2023Q1: 5,689 shares; 2023Q2: 5,927 shares; 2023Q3: 3,403 shares; 2023Q4: 3,866 shares; 2024Q1: 2,947 shares; 2024Q2: not reported; 2024Q3: 4,695 shares 4,695 $397K 0.03% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,392 shares; 2023Q2: 3,394 shares; 2023Q3: 3,396 shares; 2023Q4: 3,454 shares; 2024Q1: 3,476 shares; 2024Q2: not reported; 2024Q3: 3,520 shares 3,520 $394K 0.03% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,674 shares 5,674 $385K 0.03% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,050 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: not reported; 2024Q3: 754 shares 754 $380K 0.03% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,734 shares; 2024Q2: not reported; 2024Q3: 7,497 shares 7,497 $379K 0.03% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,101 shares; 2023Q2: 14,375 shares; 2023Q3: 13,693 shares; 2023Q4: 10,711 shares; 2024Q1: 5,494 shares; 2024Q2: 4,952 shares; 2024Q3: 4,558 shares 4,558 $378K 0.03% -394 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 618 shares; 2023Q2: 619 shares; 2023Q3: 572 shares; 2023Q4: 539 shares; 2024Q1: 1,613 shares; 2024Q2: not reported; 2024Q3: 1,637 shares 1,637 $377K 0.03% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,607 shares; 2024Q2: not reported; 2024Q3: 1,700 shares 1,700 $376K 0.03% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 85,493 shares; 2023Q2: 87,829 shares; 2023Q3: 89,677 shares; 2023Q4: 79,395 shares; 2024Q1: 4,824 shares; 2024Q2: not reported; 2024Q3: 3,060 shares 3,060 $371K 0.03% 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; 2022Q4: restricted; 2023Q1: 3,778 shares; 2023Q2: 3,960 shares; 2023Q3: 4,051 shares; 2023Q4: 4,131 shares; 2024Q1: 4,010 shares; 2024Q2: not reported; 2024Q3: 400 shares 400 $370K 0.03% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,675 shares; 2023Q2: 5,341 shares; 2023Q3: 5,714 shares; 2023Q4: 3,062 shares; 2024Q1: 3,016 shares; 2024Q2: 3,173 shares; 2024Q3: 3,652 shares 3,652 $368K 0.03% +479 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,948 shares; 2024Q2: not reported; 2024Q3: 2,609 shares 2,609 $364K 0.03% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,524 shares; 2023Q2: 24,542 shares; 2023Q3: 24,869 shares; 2023Q4: 32,139 shares; 2024Q1: 36,013 shares; 2024Q2: not reported; 2024Q3: 24,313 shares 24,313 $357K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,571 shares; 2024Q2: 11,236 shares; 2024Q3: 10,444 shares 10,444 $352K 0.03% -792 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,658 shares; 2024Q2: 2,658 shares; 2024Q3: 2,667 shares 2,667 $351K 0.03% +9 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 15,051 shares; 2023Q4: 7,457 shares; 2024Q1: 7,457 shares; 2024Q2: 7,457 shares; 2024Q3: 7,457 shares 7,457 $348K 0.03% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 129,434 shares; 2023Q2: 140,058 shares; 2023Q3: 143,658 shares; 2023Q4: 145,512 shares; 2024Q1: 143,742 shares; 2024Q2: 151,481 shares; 2024Q3: 6,473 shares 6,473 $345K 0.03% -145,008 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,718 shares; 2023Q2: 4,801 shares; 2023Q3: 4,807 shares; 2023Q4: 4,840 shares; 2024Q1: 4,867 shares; 2024Q2: not reported; 2024Q3: 4,818 shares 4,818 $343K 0.03% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,619 shares; 2023Q2: 5,394 shares; 2023Q3: 5,050 shares; 2023Q4: 3,706 shares; 2024Q1: 2,343 shares; 2024Q2: 2,299 shares; 2024Q3: 2,196 shares 2,196 $338K 0.03% -103 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,850 shares; 2023Q2: 18,025 shares; 2023Q3: 21,271 shares; 2023Q4: 23,088 shares; 2024Q1: 24,340 shares; 2024Q2: not reported; 2024Q3: 3,421 shares 3,421 $334K 0.03% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,649 shares; 2023Q2: 1,651 shares; 2023Q3: 1,847 shares; 2023Q4: 1,616 shares; 2024Q1: 1,633 shares; 2024Q2: 1,534 shares; 2024Q3: 1,662 shares 1,662 $333K 0.03% +128 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; 2022Q4: restricted; 2023Q1: 7,355 shares; 2023Q2: 7,477 shares; 2023Q3: 6,720 shares; 2023Q4: 7,570 shares; 2024Q1: 7,697 shares; 2024Q2: 8,147 shares; 2024Q3: 7,978 shares 7,978 $328K 0.03% -169 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,072 shares; 2023Q2: 9,609 shares; 2023Q3: 8,684 shares; 2023Q4: 8,340 shares; 2024Q1: 8,731 shares; 2024Q2: 9,193 shares; 2024Q3: 6,369 shares 6,369 $323K 0.03% -2,824 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,027 shares; 2023Q2: 1,029 shares; 2023Q3: 1,032 shares; 2023Q4: 1,020 shares; 2024Q1: 1,149 shares; 2024Q2: not reported; 2024Q3: 1,187 shares 1,187 $321K 0.03% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,547 shares; 2024Q2: 2,731 shares; 2024Q3: 2,680 shares 2,680 $309K 0.02% -51 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 105,854 shares; 2023Q2: 7,109 shares; 2023Q3: not reported; 2023Q4: 6,464 shares; 2024Q1: 6,303 shares; 2024Q2: 7,037 shares; 2024Q3: 6,720 shares 6,720 $302K 0.02% -317 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,511 shares; 2023Q2: not reported; 2023Q3: 1,567 shares; 2023Q4: 1,568 shares; 2024Q1: 1,569 shares; 2024Q2: 1,581 shares; 2024Q3: 1,840 shares 1,840 $300K 0.02% +259 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 108,680 shares; 2023Q2: 112,594 shares; 2023Q3: 117,516 shares; 2023Q4: 120,619 shares; 2024Q1: 119,461 shares; 2024Q2: not reported; 2024Q3: 4,768 shares 4,768 $299K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,055 shares; 2024Q1: 7,817 shares; 2024Q2: 7,100 shares; 2024Q3: 7,134 shares 7,134 $298K 0.02% +34 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,000 shares 6,000 $297K 0.02% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,536 shares; 2023Q2: 1,538 shares; 2023Q3: 1,538 shares; 2023Q4: 1,545 shares; 2024Q1: 1,545 shares; 2024Q2: not reported; 2024Q3: 1,551 shares 1,551 $294K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,602 shares; 2023Q2: 1,602 shares; 2023Q3: 1,502 shares; 2023Q4: 1,932 shares; 2024Q1: 2,191 shares; 2024Q2: 2,265 shares; 2024Q3: 1,008 shares 1,008 $283K 0.02% -1,257 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 972 shares; 2024Q2: 1,137 shares; 2024Q3: 1,245 shares 1,245 $281K 0.02% +108 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,639 shares 1,639 $280K 0.02% 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,401 shares 5,401 $278K 0.02% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,717 shares; 2024Q2: 1,719 shares; 2024Q3: 1,550 shares 1,550 $278K 0.02% -169 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 108,129 shares; 2023Q2: 9,303 shares; 2023Q3: 9,303 shares; 2023Q4: 9,303 shares; 2024Q1: 9,303 shares; 2024Q2: 9,703 shares; 2024Q3: 9,703 shares 9,703 $275K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,341 shares 2,341 $275K 0.02% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 49,051 shares; 2023Q2: 42,064 shares; 2023Q3: 35,270 shares; 2023Q4: 29,472 shares; 2024Q1: 2,184 shares; 2024Q2: not reported; 2024Q3: 2,649 shares 2,649 $268K 0.02% new Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,240 shares 5,240 $264K 0.02% 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; 2022Q4: restricted; 2023Q1: 1,821 shares; 2023Q2: 1,764 shares; 2023Q3: 1,688 shares; 2023Q4: 1,700 shares; 2024Q1: 1,638 shares; 2024Q2: not reported; 2024Q3: 1,734 shares 1,734 $264K 0.02% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,829 shares 5,829 $263K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,362 shares 16,362 $263K 0.02% 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; 2022Q4: restricted; 2023Q1: 5,298 shares; 2023Q2: 5,324 shares; 2023Q3: 5,092 shares; 2023Q4: 5,523 shares; 2024Q1: 5,231 shares; 2024Q2: 5,097 shares; 2024Q3: 5,127 shares 5,127 $262K 0.02% +30 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,923 shares; 2023Q3: 1,905 shares; 2023Q4: 1,889 shares; 2024Q1: 1,870 shares; 2024Q2: not reported; 2024Q3: 1,936 shares 1,936 $260K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,700 shares; 2023Q2: 6,703 shares; 2023Q3: 6,468 shares; 2023Q4: 6,646 shares; 2024Q1: 6,651 shares; 2024Q2: 6,547 shares; 2024Q3: 6,369 shares 6,369 $259K 0.02% -178 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,100 shares; 2023Q2: 1,103 shares; 2023Q3: 928 shares; 2023Q4: 931 shares; 2024Q1: 936 shares; 2024Q2: 916 shares; 2024Q3: 923 shares 923 $253K 0.02% +7 Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,066 shares 14,066 $251K 0.02% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,369 shares; 2024Q1: 1,582 shares; 2024Q2: not reported; 2024Q3: 1,217 shares 1,217 $241K 0.02% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,119 shares; 2024Q3: 5,119 shares 5,119 $238K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,093 shares; 2023Q2: 1,086 shares; 2023Q3: 1,084 shares; 2023Q4: 1,048 shares; 2024Q1: 1,270 shares; 2024Q2: not reported; 2024Q3: 1,134 shares 1,134 $234K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 508 shares; 2023Q2: 514 shares; 2023Q3: not reported; 2023Q4: 608 shares; 2024Q1: 582 shares; 2024Q2: not reported; 2024Q3: 556 shares 556 $232K 0.02% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,881 shares 3,881 $230K 0.02% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,329 shares; 2024Q1: 1,331 shares; 2024Q2: not reported; 2024Q3: 1,331 shares 1,331 $229K 0.02% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,714 shares; 2023Q2: 2,714 shares; 2023Q3: not reported; 2023Q4: 2,714 shares; 2024Q1: 2,714 shares; 2024Q2: not reported; 2024Q3: 2,714 shares 2,714 $229K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,706 shares; 2024Q2: not reported; 2024Q3: 2,731 shares 2,731 $228K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,884 shares; 2023Q2: 16,614 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,089 shares; 2024Q2: not reported; 2024Q3: 2,359 shares 2,359 $227K 0.02% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,150 shares; 2023Q2: 20,768 shares; 2023Q3: 21,023 shares; 2023Q4: 25,677 shares; 2024Q1: 31,431 shares; 2024Q2: not reported; 2024Q3: 1,538 shares 1,538 $226K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,804 shares; 2023Q2: 2,831 shares; 2023Q3: 2,689 shares; 2023Q4: 2,622 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,644 shares 2,644 $222K 0.02% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,196 shares 5,196 $207K 0.02% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 176,323 shares; 2023Q2: 171,379 shares; 2023Q3: 167,953 shares; 2023Q4: 163,659 shares; 2024Q1: 181,058 shares; 2024Q2: not reported; 2024Q3: 2,488 shares 2,488 $207K 0.02% new 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; 2022Q4: restricted; 2023Q1: 16,619 shares; 2023Q2: 8,973 shares; 2023Q3: 8,940 shares; 2023Q4: 7,532 shares; 2024Q1: 1,305 shares; 2024Q2: not reported; 2024Q3: 1,292 shares 1,292 $205K 0.02% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 757 shares 757 $205K 0.02% new Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,028 shares; 2024Q3: 8,097 shares 8,097 $204K 0.02% +69 XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,011 shares 4,011 $202K 0.02% new Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,029 shares 15,029 $160K 0.01% new NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 10,164 shares; 2023Q3: 10,215 shares; 2023Q4: 25,161 shares; 2024Q1: 25,165 shares; 2024Q2: not reported; 2024Q3: 33,988 shares 33,988 $149K 0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,000 shares; 2023Q2: 15,000 shares; 2023Q3: 15,000 shares; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: not reported; 2024Q3: 15,000 shares 15,000 $82.3K 0.01% new Timeline PROSPECT CAP CORP PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27,000 shares; 2023Q2: 27,000 shares; 2023Q3: 27,000 shares; 2023Q4: 27,000 shares; 2024Q1: 27,000 shares; 2024Q2: 27,000 shares; 2024Q3: 27,000 shares 27,000 $27.1K <0.01% 0 AMARIN CORP PLC AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,150 shares; 2023Q2: 11,150 shares; 2023Q3: 11,150 shares; 2023Q4: 10,150 shares; 2024Q1: 10,150 shares; 2024Q2: not reported; 2024Q3: 10,150 shares 10,150 $6.36K <0.01% new