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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,636,581 shares; 2024Q4: 32,139,846 shares; 2025Q1: 33,030,817 shares; 2025Q2: 33,526,267 shares 33,526,267 $819M 22.2% +495,450 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,736,252 shares; 2024Q4: 7,187,622 shares; 2025Q1: 7,958,037 shares; 2025Q2: 8,213,718 shares 8,213,718 $637M 17.26% +255,681 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,717,911 shares; 2024Q4: 6,867,294 shares; 2025Q1: 7,401,500 shares; 2025Q2: 7,502,020 shares 7,502,020 $428M 11.59% +100,520 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,777,643 shares; 2024Q4: 3,454,899 shares; 2025Q1: 3,861,905 shares; 2025Q2: 3,979,653 shares 3,979,653 $274M 7.43% +117,748 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,048 shares; 2024Q4: 3,064,450 shares; 2025Q1: 3,094,524 shares; 2025Q2: 3,146,484 shares 3,146,484 $75M 2.03% +51,960 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,278 shares; 2024Q4: 333,771 shares; 2025Q1: 337,857 shares; 2025Q2: 339,888 shares 339,888 $69.7M 1.89% +2,031 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887,343 shares; 2024Q4: 1,078,870 shares; 2025Q1: 930,254 shares; 2025Q2: 873,283 shares 873,283 $50.5M 1.37% -56,971 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,944 shares; 2024Q4: 92,729 shares; 2025Q1: 94,186 shares; 2025Q2: 86,705 shares 86,705 $49.3M 1.33% -7,481 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325,907 shares; 2024Q4: 1,173,705 shares; 2025Q1: 1,107,233 shares; 2025Q2: 1,068,573 shares 1,068,573 $45.2M 1.22% -38,660 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,532 shares; 2024Q4: 87,786 shares; 2025Q1: 87,846 shares; 2025Q2: 88,714 shares 88,714 $44.1M 1.2% +868 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,108 shares; 2024Q4: 720,550 shares; 2025Q1: 1,134,892 shares; 2025Q2: 1,352,414 shares 1,352,414 $40.8M 1.1% +217,522 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,401 shares; 2024Q4: 677,785 shares; 2025Q1: 723,668 shares; 2025Q2: 754,721 shares 754,721 $37M 1% +31,053 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,690 shares; 2024Q4: 195,051 shares; 2025Q1: 200,594 shares; 2025Q2: 216,820 shares 216,820 $34.3M 0.93% +16,226 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,976 shares; 2024Q4: 125,193 shares; 2025Q1: 125,514 shares; 2025Q2: 110,046 shares 110,046 $31.9M 0.86% -15,468 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,869 shares; 2024Q4: 96,500 shares; 2025Q1: 96,045 shares; 2025Q2: 92,557 shares 92,557 $28.1M 0.76% -3,488 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,927 shares; 2024Q4: 498,755 shares; 2025Q1: 411,565 shares; 2025Q2: 457,706 shares 457,706 $21.2M 0.57% +46,141 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,784 shares; 2024Q4: 176,547 shares; 2025Q1: 183,894 shares; 2025Q2: 185,300 shares 185,300 $20.4M 0.55% +1,406 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,540 shares; 2024Q4: 208,974 shares; 2025Q1: 220,563 shares; 2025Q2: 221,458 shares 221,458 $20.1M 0.55% +895 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,464 shares; 2024Q4: 210,482 shares; 2025Q1: 191,959 shares; 2025Q2: 182,189 shares 182,189 $19.9M 0.54% -9,770 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,522 shares; 2024Q4: 79,404 shares; 2025Q1: 81,742 shares; 2025Q2: 81,855 shares 81,855 $18M 0.49% +113 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,848 shares; 2024Q4: 283,486 shares; 2025Q1: 283,565 shares; 2025Q2: 285,361 shares 285,361 $17.1M 0.46% +1,796 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,226 shares; 2024Q4: 75,288 shares; 2025Q1: 74,873 shares; 2025Q2: 78,103 shares 78,103 $16M 0.43% +3,230 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 19,550 shares; 2025Q1: 20,187 shares; 2025Q2: 21,075 shares 21,075 $15.6M 0.42% +888 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,963 shares; 2024Q4: 670,772 shares; 2025Q1: 656,095 shares; 2025Q2: 700,100 shares 700,100 $15.5M 0.42% +44,005 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,994 shares; 2024Q4: 30,781 shares; 2025Q1: 31,046 shares; 2025Q2: 53,275 shares 53,275 $15.2M 0.41% +22,229 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,820 shares; 2024Q4: 36,994 shares; 2025Q1: 36,218 shares; 2025Q2: 34,567 shares 34,567 $14.7M 0.4% -1,651 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,859 shares; 2024Q4: 16,578 shares; 2025Q1: 17,029 shares; 2025Q2: 17,003 shares 17,003 $13.3M 0.36% -26 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,911 shares; 2024Q4: 351,998 shares; 2025Q1: 352,741 shares; 2025Q2: 357,736 shares 357,736 $12.8M 0.35% +4,995 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,509 shares; 2024Q4: 25,750 shares; 2025Q1: 25,887 shares; 2025Q2: 25,972 shares 25,972 $12.6M 0.34% +85 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,383 shares; 2024Q4: 62,399 shares; 2025Q1: 62,673 shares; 2025Q2: 66,149 shares 66,149 $11.7M 0.32% +3,476 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,862 shares; 2024Q4: 456,559 shares; 2025Q1: 409,942 shares; 2025Q2: 393,765 shares 393,765 $11M 0.3% -16,177 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,531 shares; 2024Q4: 292,046 shares; 2025Q1: 273,739 shares; 2025Q2: 246,967 shares 246,967 $11M 0.3% -26,772 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,633 shares; 2024Q4: 67,966 shares; 2025Q1: 68,233 shares; 2025Q2: 67,817 shares 67,817 $10.8M 0.29% -416 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,775 shares; 2025Q1: 19,333 shares; 2025Q2: 19,570 shares 19,570 $10.8M 0.29% +237 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,204 shares; 2024Q4: 30,030 shares; 2025Q1: 29,526 shares; 2025Q2: 29,522 shares 29,522 $10M 0.27% -4 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,696 shares; 2024Q4: 54,103 shares; 2025Q1: 54,438 shares; 2025Q2: 54,752 shares 54,752 $9.71M 0.26% +314 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,826 shares; 2024Q4: 77,487 shares; 2025Q1: 88,071 shares; 2025Q2: 88,373 shares 88,373 $9.53M 0.26% +302 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,488 shares; 2024Q4: 24,961 shares; 2025Q1: 24,652 shares; 2025Q2: 25,064 shares 25,064 $8.9M 0.24% +412 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,954 shares; 2024Q4: 289,119 shares; 2025Q1: 294,081 shares; 2025Q2: 313,740 shares 313,740 $8.68M 0.24% +19,659 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,844 shares; 2024Q4: 28,351 shares; 2025Q1: 29,021 shares; 2025Q2: 30,288 shares 30,288 $8.35M 0.23% +1,267 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,517 shares; 2024Q4: 29,665 shares; 2025Q1: 28,191 shares; 2025Q2: 27,748 shares 27,748 $8.29M 0.22% -443 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,609 shares; 2024Q4: 17,332 shares; 2025Q1: 17,563 shares; 2025Q2: 17,755 shares 17,755 $8.22M 0.22% +192 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 6,412 shares; 2025Q1: 6,202 shares; 2025Q2: 6,140 shares 6,140 $8.22M 0.22% -62 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,316 shares; 2024Q4: 52,350 shares; 2025Q1: 53,978 shares; 2025Q2: 52,744 shares 52,744 $8.06M 0.22% -1,234 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,842 shares; 2024Q4: 12,325 shares; 2025Q1: 12,040 shares; 2025Q2: 12,689 shares 12,689 $7.88M 0.21% +649 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,626 shares; 2024Q4: 37,859 shares; 2025Q1: 38,535 shares; 2025Q2: 39,702 shares 39,702 $7.71M 0.21% +1,167 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,654 shares; 2024Q4: 12,029 shares; 2025Q1: 11,441 shares; 2025Q2: 12,225 shares 12,225 $7.55M 0.2% +784 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,636 shares; 2024Q4: 257,509 shares; 2025Q1: 291,927 shares; 2025Q2: 284,895 shares 284,895 $7.55M 0.2% -7,032 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,608 shares; 2024Q4: 22,356 shares; 2025Q1: 23,242 shares; 2025Q2: 23,250 shares 23,250 $7.39M 0.2% +8 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,498 shares; 2025Q1: 10,400 shares; 2025Q2: 10,382 shares 10,382 $7.25M 0.2% -18 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,046 shares; 2024Q4: 37,631 shares; 2025Q1: 36,520 shares; 2025Q2: 36,859 shares 36,859 $7.14M 0.19% +339 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 6,968 shares; 2025Q1: 6,910 shares; 2025Q2: 7,021 shares 7,021 $6.95M 0.19% +111 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,636 shares; 2024Q4: 64,164 shares; 2025Q1: 65,041 shares; 2025Q2: 63,547 shares 63,547 $6.95M 0.19% -1,494 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,815 shares; 2024Q4: 45,479 shares; 2025Q1: 46,035 shares; 2025Q2: 46,100 shares 46,100 $6.73M 0.18% +65 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,243 shares; 2024Q4: 50,587 shares; 2025Q1: 49,735 shares; 2025Q2: 49,570 shares 49,570 $6.69M 0.18% -165 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,963 shares; 2024Q4: 64,465 shares; 2025Q1: 66,206 shares; 2025Q2: 67,902 shares 67,902 $6.64M 0.18% +1,696 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,195 shares; 2024Q4: 240,913 shares; 2025Q1: 229,146 shares; 2025Q2: 226,257 shares 226,257 $6.55M 0.18% -2,889 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,836 shares; 2024Q4: 46,394 shares; 2025Q1: 49,996 shares; 2025Q2: 47,608 shares 47,608 $6.49M 0.18% -2,388 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 16,418 shares; 2025Q1: 16,835 shares; 2025Q2: 17,125 shares 17,125 $6.28M 0.17% +290 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,398 shares; 2024Q4: 38,996 shares; 2025Q1: 39,584 shares; 2025Q2: 40,796 shares 40,796 $5.84M 0.16% +1,212 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,547 shares; 2024Q4: 112,009 shares; 2025Q1: 117,716 shares; 2025Q2: 133,620 shares 133,620 $5.78M 0.16% +15,904 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,210 shares; 2024Q4: 16,514 shares; 2025Q1: 16,511 shares; 2025Q2: 16,366 shares 16,366 $5.68M 0.15% -145 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,388 shares; 2024Q4: 52,800 shares; 2025Q1: 53,517 shares; 2025Q2: 53,350 shares 53,350 $5.61M 0.15% -167 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,306 shares; 2024Q4: 73,285 shares; 2025Q1: 76,694 shares; 2025Q2: 76,130 shares 76,130 $5.53M 0.15% -564 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,377 shares; 2024Q4: 17,284 shares; 2025Q1: 18,011 shares; 2025Q2: 18,450 shares 18,450 $5.44M 0.15% +439 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,062 shares; 2024Q4: 58,024 shares; 2025Q1: 57,992 shares; 2025Q2: 57,934 shares 57,934 $5.21M 0.14% -58 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 13,448 shares; 2025Q1: 12,557 shares; 2025Q2: 11,817 shares 11,817 $5.18M 0.14% -740 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,538 shares; 2024Q4: 69,393 shares; 2025Q1: 68,589 shares; 2025Q2: 69,674 shares 69,674 $5.13M 0.14% +1,085 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,470 shares; 2024Q4: 71,354 shares; 2025Q1: 71,589 shares; 2025Q2: 70,388 shares 70,388 $4.98M 0.13% -1,201 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,789 shares; 2024Q4: 29,040 shares; 2025Q1: 28,430 shares; 2025Q2: 26,698 shares 26,698 $4.86M 0.13% -1,732 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,874 shares; 2024Q4: 25,702 shares; 2025Q1: 26,248 shares; 2025Q2: 26,315 shares 26,315 $4.78M 0.13% +67 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,592 shares; 2024Q4: 24,486 shares; 2025Q1: 24,560 shares; 2025Q2: 24,566 shares 24,566 $4.77M 0.13% +6 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,561 shares; 2024Q4: 8,234 shares; 2025Q1: 6,657 shares; 2025Q2: 26,926 shares 26,926 $4.76M 0.13% +20,269 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,460 shares; 2024Q4: 15,672 shares; 2025Q1: 17,882 shares; 2025Q2: 17,916 shares 17,916 $4.61M 0.12% +34 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,397 shares; 2024Q4: 13,701 shares; 2025Q1: 13,849 shares; 2025Q2: 15,605 shares 15,605 $4.56M 0.12% +1,756 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,855 shares; 2024Q4: 19,395 shares; 2025Q1: 20,027 shares; 2025Q2: 20,370 shares 20,370 $4.45M 0.12% +343 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,962 shares; 2024Q4: 40,868 shares; 2025Q1: 39,128 shares; 2025Q2: 39,237 shares 39,237 $4.35M 0.12% +109 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,315 shares; 2024Q4: 16,084 shares; 2025Q1: 15,611 shares; 2025Q2: 14,505 shares 14,505 $4.35M 0.12% -1,106 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,209 shares; 2024Q4: 24,988 shares; 2025Q1: 31,357 shares; 2025Q2: 31,310 shares 31,310 $4.13M 0.11% -47 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,644 shares; 2025Q1: 3,769 shares; 2025Q2: 3,760 shares 3,760 $3.95M 0.11% -9 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,666 shares; 2025Q1: 6,609 shares; 2025Q2: 7,015 shares 7,015 $3.94M 0.11% +406 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,730 shares; 2024Q4: 36,383 shares; 2025Q1: 38,053 shares; 2025Q2: 38,985 shares 38,985 $3.94M 0.11% +932 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,784 shares; 2024Q4: 19,030 shares; 2025Q1: 20,742 shares; 2025Q2: 21,068 shares 21,068 $3.93M 0.11% +326 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,811 shares; 2024Q4: 20,816 shares; 2025Q1: 20,522 shares; 2025Q2: 20,995 shares 20,995 $3.9M 0.11% +473 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,396 shares; 2024Q4: 87,396 shares; 2025Q1: 87,396 shares; 2025Q2: 87,396 shares 87,396 $3.82M 0.1% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,331 shares; 2024Q4: 48,945 shares; 2025Q1: 50,728 shares; 2025Q2: 47,964 shares 47,964 $3.8M 0.1% -2,764 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,922 shares; 2024Q4: 37,456 shares; 2025Q1: 37,076 shares; 2025Q2: 30,517 shares 30,517 $3.78M 0.1% -6,559 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,709 shares; 2024Q4: 134,140 shares; 2025Q1: 134,140 shares; 2025Q2: 126,274 shares 126,274 $3.77M 0.1% -7,866 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,702 shares; 2024Q4: 55,720 shares; 2025Q1: 55,133 shares; 2025Q2: 54,232 shares 54,232 $3.76M 0.1% -901 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,892 shares; 2024Q4: 113,133 shares; 2025Q1: 144,064 shares; 2025Q2: 152,063 shares 152,063 $3.69M 0.1% +7,999 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,228 shares; 2024Q4: 9,316 shares; 2025Q1: 9,409 shares; 2025Q2: 9,440 shares 9,440 $3.66M 0.1% +31 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,943 shares; 2024Q4: 10,200 shares; 2025Q1: 9,873 shares; 2025Q2: 9,010 shares 9,010 $3.65M 0.1% -863 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,638 shares; 2024Q4: 12,423 shares; 2025Q1: 12,150 shares; 2025Q2: 11,433 shares 11,433 $3.57M 0.1% -717 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,751 shares 98,751 $3.53M 0.1% new Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,098 shares; 2024Q4: 59,956 shares; 2025Q1: 58,846 shares; 2025Q2: 54,765 shares 54,765 $3.48M 0.09% -4,081 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,869 shares; 2024Q4: 26,722 shares; 2025Q1: 26,430 shares; 2025Q2: 26,381 shares 26,381 $3.48M 0.09% -49 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,937 shares; 2024Q4: 80,506 shares; 2025Q1: 75,751 shares; 2025Q2: 80,545 shares 80,545 $3.43M 0.09% +4,794 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,748 shares; 2024Q4: 65,175 shares; 2025Q1: 65,741 shares; 2025Q2: 65,241 shares 65,241 $3.39M 0.09% -500 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,770 shares; 2024Q4: 20,842 shares; 2025Q1: 20,417 shares; 2025Q2: 20,941 shares 20,941 $3.34M 0.09% +524 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,346 shares; 2024Q4: 9,658 shares; 2025Q1: 10,132 shares; 2025Q2: 10,376 shares 10,376 $3.31M 0.09% +244 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,999 shares; 2024Q4: 13,086 shares; 2025Q1: 12,972 shares; 2025Q2: 13,300 shares 13,300 $3.23M 0.09% +328 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,637 shares; 2024Q4: 24,690 shares; 2025Q1: 24,296 shares; 2025Q2: 23,564 shares 23,564 $3.2M 0.09% -732 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,008 shares; 2024Q4: 24,299 shares; 2025Q1: 24,277 shares; 2025Q2: 23,637 shares 23,637 $3.12M 0.08% -640 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,895 shares; 2024Q4: 14,224 shares; 2025Q1: 13,633 shares; 2025Q2: 13,950 shares 13,950 $3.1M 0.08% +317 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 12,236 shares; 2025Q1: 13,096 shares; 2025Q2: 13,118 shares 13,118 $3.02M 0.08% +22 Timeline VERONA PHARMA PLC VERONA PHARMA PLC More: the full row for VERONA PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,353 shares; 2024Q4: 35,814 shares; 2025Q1: 32,014 shares; 2025Q2: 31,041 shares 31,041 $2.94M 0.08% -973 GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,114 shares; 2025Q1: 4,066 shares; 2025Q2: 4,108 shares 4,108 $2.91M 0.08% +42 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,671 shares; 2024Q4: 35,623 shares; 2025Q1: 40,555 shares; 2025Q2: 41,034 shares 41,034 $2.85M 0.08% +479 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,546 shares; 2024Q4: 22,350 shares; 2025Q1: 21,573 shares; 2025Q2: 21,188 shares 21,188 $2.81M 0.08% -385 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,987 shares; 2024Q4: 17,025 shares; 2025Q1: 17,856 shares; 2025Q2: 16,946 shares 16,946 $2.79M 0.08% -910 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,382 shares; 2024Q4: 34,620 shares; 2025Q1: 31,922 shares; 2025Q2: 31,107 shares 31,107 $2.78M 0.08% -815 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,428 shares; 2024Q4: 72,870 shares; 2025Q1: 76,691 shares; 2025Q2: 58,287 shares 58,287 $2.76M 0.07% -18,404 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,684 shares; 2024Q4: 11,905 shares; 2025Q1: 11,752 shares; 2025Q2: 9,716 shares 9,716 $2.71M 0.07% -2,036 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,158 shares; 2024Q4: 44,656 shares; 2025Q1: 44,279 shares; 2025Q2: 43,432 shares 43,432 $2.69M 0.07% -847 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,779 shares; 2025Q1: 5,887 shares; 2025Q2: 26,563 shares 26,563 $2.69M 0.07% +20,676 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,082 shares; 2024Q4: 84,082 shares; 2025Q1: 84,104 shares; 2025Q2: 78,991 shares 78,991 $2.67M 0.07% -5,113 Timeline CVY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,545 shares; 2024Q4: 110,167 shares; 2025Q1: 107,403 shares; 2025Q2: 102,709 shares 102,709 $2.65M 0.07% -4,694 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,559 shares; 2024Q4: 99,908 shares; 2025Q1: 101,715 shares; 2025Q2: 99,876 shares 99,876 $2.53M 0.07% -1,839 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,352 shares; 2024Q4: 26,815 shares; 2025Q1: 27,189 shares; 2025Q2: 27,635 shares 27,635 $2.52M 0.07% +446 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,852 shares; 2024Q4: 62,670 shares; 2025Q1: 60,300 shares; 2025Q2: 55,485 shares 55,485 $2.51M 0.07% -4,815 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,072 shares; 2024Q4: 22,386 shares; 2025Q1: 24,070 shares; 2025Q2: 22,264 shares 22,264 $2.45M 0.07% -1,806 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 3,784 shares; 2025Q1: 4,330 shares; 2025Q2: 4,586 shares 4,586 $2.43M 0.07% +256 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,375 shares; 2024Q4: 12,099 shares; 2025Q1: 11,742 shares; 2025Q2: 11,056 shares 11,056 $2.42M 0.07% -686 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,833 shares; 2025Q1: 23,046 shares; 2025Q2: 23,354 shares 23,354 $2.39M 0.06% +308 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,545 shares; 2024Q4: 20,530 shares; 2025Q1: 20,530 shares; 2025Q2: 20,535 shares 20,535 $2.37M 0.06% +5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,419 shares; 2025Q1: 4,504 shares; 2025Q2: 4,490 shares 4,490 $2.28M 0.06% -14 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,192 shares; 2024Q4: 57,227 shares; 2025Q1: 55,657 shares; 2025Q2: 56,387 shares 56,387 $2.26M 0.06% +730 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,240 shares; 2024Q4: 108,356 shares; 2025Q1: 105,253 shares; 2025Q2: 105,281 shares 105,281 $2.2M 0.06% +28 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,854 shares; 2024Q4: 62,058 shares; 2025Q1: 80,029 shares; 2025Q2: 75,231 shares 75,231 $2.2M 0.06% -4,798 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,450 shares; 2025Q1: 6,797 shares; 2025Q2: 7,182 shares 7,182 $2.19M 0.06% +385 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,492 shares; 2024Q4: 7,423 shares; 2025Q1: 7,288 shares; 2025Q2: 7,322 shares 7,322 $2.14M 0.06% +34 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,540 shares; 2024Q4: 24,768 shares; 2025Q1: 22,574 shares; 2025Q2: 25,554 shares 25,554 $2.13M 0.06% +2,980 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 3,836 shares; 2025Q1: 3,753 shares; 2025Q2: 3,854 shares 3,854 $2.09M 0.06% +101 Timeline PGX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,892 shares; 2024Q4: 198,334 shares; 2025Q1: 192,548 shares; 2025Q2: 186,413 shares 186,413 $2.07M 0.06% -6,135 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,431 shares; 2024Q4: 17,574 shares; 2025Q1: 17,638 shares; 2025Q2: 17,370 shares 17,370 $2.07M 0.06% -268 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,213 shares; 2024Q4: 31,050 shares; 2025Q1: 38,870 shares; 2025Q2: 40,898 shares 40,898 $2.02M 0.05% +2,028 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,497 shares; 2024Q4: 20,429 shares; 2025Q1: 22,236 shares; 2025Q2: 24,499 shares 24,499 $2M 0.05% +2,263 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 19,801 shares; 2025Q1: 19,154 shares; 2025Q2: 19,682 shares 19,682 $1.94M 0.05% +528 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 11,680 shares; 2025Q1: 11,630 shares; 2025Q2: 13,361 shares 13,361 $1.9M 0.05% +1,731 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,864 shares; 2024Q4: 28,333 shares; 2025Q1: 27,781 shares; 2025Q2: 27,326 shares 27,326 $1.88M 0.05% -455 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,499 shares; 2024Q4: 15,523 shares; 2025Q1: 14,671 shares; 2025Q2: 14,724 shares 14,724 $1.88M 0.05% +53 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,831 shares; 2025Q1: 1,825 shares; 2025Q2: 1,826 shares 1,826 $1.88M 0.05% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,957 shares; 2025Q1: 7,774 shares; 2025Q2: 8,015 shares 8,015 $1.87M 0.05% +241 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,804 shares; 2024Q4: 11,862 shares; 2025Q1: 11,090 shares; 2025Q2: 10,629 shares 10,629 $1.87M 0.05% -461 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,414 shares; 2024Q4: 31,078 shares; 2025Q1: 29,180 shares; 2025Q2: 27,469 shares 27,469 $1.85M 0.05% -1,711 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,822 shares; 2024Q4: 16,297 shares; 2025Q1: 13,914 shares; 2025Q2: 13,914 shares 13,914 $1.85M 0.05% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,282 shares; 2024Q4: 27,533 shares; 2025Q1: 30,527 shares; 2025Q2: 18,492 shares 18,492 $1.83M 0.05% -12,035 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 5,582 shares; 2025Q1: 5,714 shares; 2025Q2: 8,487 shares 8,487 $1.83M 0.05% +2,773 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,449 shares; 2024Q4: 21,533 shares; 2025Q1: 21,610 shares; 2025Q2: 21,560 shares 21,560 $1.83M 0.05% -50 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,924 shares; 2024Q4: 22,926 shares; 2025Q1: 24,543 shares; 2025Q2: 22,535 shares 22,535 $1.81M 0.05% -2,008 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,050 shares; 2024Q4: 84,966 shares; 2025Q1: 58,483 shares; 2025Q2: 55,855 shares 55,855 $1.81M 0.05% -2,628 Timeline CIBR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,727 shares; 2024Q4: 23,739 shares; 2025Q1: 23,814 shares; 2025Q2: 23,826 shares 23,826 $1.8M 0.05% +12 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,384 shares; 2025Q1: 5,405 shares; 2025Q2: 5,581 shares 5,581 $1.75M 0.05% +176 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,738 shares; 2024Q4: 22,441 shares; 2025Q1: 22,435 shares; 2025Q2: 21,622 shares 21,622 $1.74M 0.05% -813 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 1,775 shares; 2025Q1: 1,701 shares; 2025Q2: 1,658 shares 1,658 $1.72M 0.05% -43 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,730 shares; 2025Q1: 3,727 shares; 2025Q2: 5,538 shares 5,538 $1.71M 0.05% +1,811 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,923 shares; 2024Q4: 34,464 shares; 2025Q1: 36,696 shares; 2025Q2: 35,823 shares 35,823 $1.66M 0.04% -873 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,410 shares; 2024Q4: 9,674 shares; 2025Q1: 9,347 shares; 2025Q2: 7,897 shares 7,897 $1.65M 0.04% -1,450 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,353 shares; 2024Q4: 25,517 shares; 2025Q1: 20,830 shares; 2025Q2: 19,590 shares 19,590 $1.65M 0.04% -1,240 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,654 shares; 2024Q4: 7,641 shares; 2025Q1: 8,526 shares; 2025Q2: 8,373 shares 8,373 $1.64M 0.04% -153 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,428 shares; 2025Q1: 7,196 shares; 2025Q2: 7,122 shares 7,122 $1.61M 0.04% -74 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: 9,508 shares; 2025Q1: 10,412 shares; 2025Q2: 9,881 shares 9,881 $1.61M 0.04% -531 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,964 shares; 2024Q4: 19,194 shares; 2025Q1: 17,424 shares; 2025Q2: 17,360 shares 17,360 $1.6M 0.04% -64 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,531 shares; 2025Q1: 4,553 shares; 2025Q2: 5,707 shares 5,707 $1.59M 0.04% +1,154 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,713 shares; 2024Q4: 13,186 shares; 2025Q1: 12,892 shares; 2025Q2: 12,881 shares 12,881 $1.59M 0.04% -11 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,633 shares; 2024Q4: 6,572 shares; 2025Q1: 6,708 shares; 2025Q2: 6,834 shares 6,834 $1.56M 0.04% +126 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,270 shares; 2025Q1: 3,228 shares; 2025Q2: 2,940 shares 2,940 $1.55M 0.04% -288 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 9,608 shares; 2025Q1: 9,181 shares; 2025Q2: 9,206 shares 9,206 $1.54M 0.04% +25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,563 shares; 2024Q4: 25,019 shares; 2025Q1: 26,639 shares; 2025Q2: 26,002 shares 26,002 $1.52M 0.04% -637 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,078 shares; 2024Q4: 16,649 shares; 2025Q1: 16,487 shares; 2025Q2: 16,462 shares 16,462 $1.51M 0.04% -25 XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,875 shares; 2024Q4: 12,029 shares; 2025Q1: 11,980 shares; 2025Q2: 11,855 shares 11,855 $1.49M 0.04% -125 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,794 shares; 2024Q4: 39,845 shares; 2025Q1: 38,649 shares; 2025Q2: 38,649 shares 38,649 $1.48M 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,090 shares; 2024Q4: 16,560 shares; 2025Q1: 16,515 shares; 2025Q2: 16,434 shares 16,434 $1.47M 0.04% -81 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,747 shares; 2024Q4: 30,884 shares; 2025Q1: 38,226 shares; 2025Q2: 35,816 shares 35,816 $1.47M 0.04% -2,410 Timeline KNG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,480 shares; 2024Q4: 32,552 shares; 2025Q1: 31,217 shares; 2025Q2: 28,590 shares 28,590 $1.4M 0.04% -2,627 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 4,812 shares; 2025Q1: 5,360 shares; 2025Q2: 5,050 shares 5,050 $1.38M 0.04% -310 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 10,886 shares; 2025Q1: 14,392 shares; 2025Q2: 14,669 shares 14,669 $1.37M 0.04% +277 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,187 shares; 2024Q4: 11,305 shares; 2025Q1: 11,762 shares; 2025Q2: 11,550 shares 11,550 $1.36M 0.04% -212 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,930 shares; 2024Q4: 11,591 shares; 2025Q1: 10,837 shares; 2025Q2: 10,219 shares 10,219 $1.36M 0.04% -618 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,652 shares; 2024Q4: 12,654 shares; 2025Q1: 16,654 shares; 2025Q2: 16,655 shares 16,655 $1.34M 0.04% +1 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,284 shares; 2024Q4: 9,225 shares; 2025Q1: 9,323 shares; 2025Q2: 9,125 shares 9,125 $1.33M 0.04% -198 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 180 shares; 2025Q2: 179 shares 179 $1.32M 0.04% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,354 shares; 2025Q1: 3,436 shares; 2025Q2: 3,620 shares 3,620 $1.29M 0.04% +184 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,799 shares; 2024Q4: 23,075 shares; 2025Q1: 26,580 shares; 2025Q2: 22,510 shares 22,510 $1.28M 0.03% -4,070 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,087 shares; 2024Q4: 10,757 shares; 2025Q1: 9,357 shares; 2025Q2: 8,079 shares 8,079 $1.27M 0.03% -1,278 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,974 shares; 2024Q4: 33,034 shares; 2025Q1: 33,007 shares; 2025Q2: 33,024 shares 33,024 $1.27M 0.03% +17 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,844 shares; 2025Q2: 127,626 shares 127,626 $1.27M 0.03% +77,782 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,346 shares; 2024Q4: 16,260 shares; 2025Q1: 15,750 shares; 2025Q2: 14,521 shares 14,521 $1.27M 0.03% -1,229 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,057 shares; 2024Q4: 111,097 shares; 2025Q1: 150,092 shares; 2025Q2: 137,672 shares 137,672 $1.27M 0.03% -12,420 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,219 shares; 2025Q1: 3,440 shares; 2025Q2: 3,210 shares 3,210 $1.24M 0.03% -230 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 4,538 shares; 2025Q1: 4,369 shares; 2025Q2: 4,347 shares 4,347 $1.23M 0.03% -22 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,210 shares; 2024Q4: 18,218 shares; 2025Q1: 18,210 shares; 2025Q2: 18,227 shares 18,227 $1.21M 0.03% +17 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 3,669 shares; 2025Q1: 3,520 shares; 2025Q2: 3,687 shares 3,687 $1.21M 0.03% +167 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 3,722 shares; 2025Q1: 3,405 shares; 2025Q2: 3,460 shares 3,460 $1.19M 0.03% +55 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 6,817 shares; 2025Q1: 7,010 shares; 2025Q2: 6,812 shares 6,812 $1.17M 0.03% -198 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 8,450 shares; 2025Q1: 8,490 shares; 2025Q2: 8,802 shares 8,802 $1.17M 0.03% +312 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,193 shares; 2024Q4: 26,789 shares; 2025Q1: 24,093 shares; 2025Q2: 24,249 shares 24,249 $1.17M 0.03% +156 Timeline Direxion Daily S&P 500 Bear… Direxion Daily S&P 500 Bear 3X Sh… More: the full row for Direxion Daily S&P 500 Bear 3X Shares Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,317 shares; 2024Q4: 248,308 shares; 2025Q1: 248,308 shares; 2025Q2: 248,308 shares 248,308 $1.16M 0.03% 0 CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,730 shares; 2024Q4: 38,408 shares; 2025Q1: 38,369 shares; 2025Q2: 35,362 shares 35,362 $1.15M 0.03% -3,007 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 11,803 shares; 2025Q1: 14,086 shares; 2025Q2: 13,528 shares 13,528 $1.15M 0.03% -558 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,073 shares; 2024Q4: 15,125 shares; 2025Q1: 16,914 shares; 2025Q2: 16,326 shares 16,326 $1.15M 0.03% -588 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,131 shares; 2024Q4: 23,171 shares; 2025Q1: 22,384 shares; 2025Q2: 26,440 shares 26,440 $1.15M 0.03% +4,056 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,725 shares; 2024Q4: 3,956 shares; 2025Q1: 3,243 shares; 2025Q2: 3,524 shares 3,524 $1.14M 0.03% +281 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,182 shares; 2024Q4: 10,254 shares; 2025Q1: 10,391 shares; 2025Q2: 10,551 shares 10,551 $1.12M 0.03% +160 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,050 shares; 2024Q4: 35,080 shares; 2025Q1: 37,943 shares; 2025Q2: 37,483 shares 37,483 $1.11M 0.03% -460 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,551 shares; 2025Q1: 4,169 shares; 2025Q2: 4,154 shares 4,154 $1.11M 0.03% -15 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,270 shares; 2025Q1: 4,500 shares; 2025Q2: 4,666 shares 4,666 $1.11M 0.03% +166 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,935 shares; 2024Q4: 8,893 shares; 2025Q1: 15,187 shares; 2025Q2: 20,278 shares 20,278 $1.1M 0.03% +5,091 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,723 shares; 2024Q4: 11,662 shares; 2025Q1: 11,179 shares; 2025Q2: 10,302 shares 10,302 $1.1M 0.03% -877 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,419 shares; 2025Q1: 1,424 shares; 2025Q2: 1,374 shares 1,374 $1.08M 0.03% -50 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 4,054 shares; 2025Q1: 4,467 shares; 2025Q2: 4,215 shares 4,215 $1.08M 0.03% -252 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 876 shares; 2025Q1: 1,085 shares; 2025Q2: 1,203 shares 1,203 $1.08M 0.03% +118 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 4,663 shares; 2025Q1: 4,816 shares; 2025Q2: 5,248 shares 5,248 $1.07M 0.03% +432 Timeline LAKE SHORE BANCORP INC LAKE SHORE BANCORP INC More: the full row for LAKE SHORE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,583 shares; 2024Q4: 68,684 shares; 2025Q1: 70,429 shares; 2025Q2: 67,835 shares 67,835 $1.07M 0.03% -2,594 PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,080 shares; 2025Q1: 4,055 shares; 2025Q2: 3,947 shares 3,947 $1.05M 0.03% -108 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,743 shares; 2024Q4: 29,995 shares; 2025Q1: 30,367 shares; 2025Q2: 30,615 shares 30,615 $1.04M 0.03% +248 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 9,612 shares; 2025Q1: 10,061 shares; 2025Q2: 9,927 shares 9,927 $1.03M 0.03% -134 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 7,120 shares; 2025Q1: 6,626 shares; 2025Q2: 6,723 shares 6,723 $1.02M 0.03% +97 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,477 shares; 2024Q4: 15,555 shares; 2025Q1: 15,304 shares; 2025Q2: 14,551 shares 14,551 $1.02M 0.03% -753 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 5,383 shares; 2025Q1: 5,643 shares; 2025Q2: 5,567 shares 5,567 $1.02M 0.03% -76 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 15,076 shares; 2025Q1: 13,908 shares; 2025Q2: 12,476 shares 12,476 $1.02M 0.03% -1,432 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,236 shares; 2025Q1: 2,300 shares; 2025Q2: 2,319 shares 2,319 $1.01M 0.03% +19 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,842 shares; 2024Q4: 9,420 shares; 2025Q1: 13,831 shares; 2025Q2: 13,800 shares 13,800 $1.01M 0.03% -31 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,472 shares; 2024Q4: 18,472 shares; 2025Q1: 18,472 shares; 2025Q2: 18,472 shares 18,472 $1M 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,821 shares; 2024Q4: 17,538 shares; 2025Q1: 15,786 shares; 2025Q2: 13,131 shares 13,131 $995K 0.03% -2,655 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 9,228 shares; 2025Q1: 15,080 shares; 2025Q2: 16,188 shares 16,188 $991K 0.03% +1,108 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 11,129 shares; 2025Q1: 11,131 shares; 2025Q2: 10,778 shares 10,778 $980K 0.03% -353 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,356 shares; 2025Q1: 2,205 shares; 2025Q2: 2,206 shares 2,206 $972K 0.03% +1 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 9,287 shares; 2025Q1: 7,864 shares; 2025Q2: 9,193 shares 9,193 $960K 0.03% +1,329 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 11,474 shares; 2025Q1: 11,433 shares; 2025Q2: 11,261 shares 11,261 $955K 0.03% -172 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,420 shares; 2024Q4: 32,893 shares; 2025Q1: 33,228 shares; 2025Q2: 29,871 shares 29,871 $949K 0.03% -3,357 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 3,732 shares; 2025Q1: 3,718 shares; 2025Q2: 3,472 shares 3,472 $948K 0.03% -246 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,417 shares; 2025Q1: 3,942 shares; 2025Q2: 5,168 shares 5,168 $935K 0.03% +1,226 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,896 shares; 2024Q4: 16,361 shares; 2025Q1: 16,842 shares; 2025Q2: 13,218 shares 13,218 $930K 0.03% -3,624 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,157 shares; 2024Q4: 104,742 shares; 2025Q1: 104,217 shares; 2025Q2: 11,550 shares 11,550 $924K 0.03% -92,667 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 8,032 shares; 2025Q1: 8,286 shares; 2025Q2: 8,507 shares 8,507 $914K 0.02% +221 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,060 shares; 2024Q4: 21,060 shares; 2025Q1: 21,060 shares; 2025Q2: 21,060 shares 21,060 $909K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,478 shares; 2024Q4: 21,030 shares; 2025Q1: 17,924 shares; 2025Q2: 17,168 shares 17,168 $899K 0.02% -756 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 12,655 shares; 2025Q1: 13,849 shares; 2025Q2: 15,383 shares 15,383 $886K 0.02% +1,534 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,765 shares; 2025Q1: 3,458 shares; 2025Q2: 3,495 shares 3,495 $885K 0.02% +37 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,495 shares; 2025Q1: 14,133 shares; 2025Q2: 17,974 shares 17,974 $881K 0.02% +3,841 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 6,980 shares; 2025Q1: 7,973 shares; 2025Q2: 7,973 shares 7,973 $874K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 142 shares; 2025Q1: 143 shares; 2025Q2: 151 shares 151 $874K 0.02% +8 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,170 shares; 2025Q1: 1,166 shares; 2025Q2: 1,182 shares 1,182 $866K 0.02% +16 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,409 shares; 2024Q4: 15,489 shares; 2025Q1: 15,105 shares; 2025Q2: 15,322 shares 15,322 $860K 0.02% +217 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,979 shares; 2025Q1: 13,918 shares; 2025Q2: 11,597 shares 11,597 $852K 0.02% -2,321 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,864 shares; 2024Q4: 17,236 shares; 2025Q1: 19,807 shares; 2025Q2: 19,948 shares 19,948 $849K 0.02% +141 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: 5,557 shares; 2025Q1: 6,203 shares; 2025Q2: 6,531 shares 6,531 $842K 0.02% +328 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 789 shares; 2025Q1: 802 shares; 2025Q2: 1,047 shares 1,047 $839K 0.02% +245 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,715 shares; 2025Q1: 2,641 shares; 2025Q2: 2,691 shares 2,691 $833K 0.02% +50 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,028 shares; 2024Q4: 18,133 shares; 2025Q1: 23,975 shares; 2025Q2: 25,101 shares 25,101 $830K 0.02% +1,126 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 3,237 shares; 2025Q1: 2,983 shares; 2025Q2: 2,902 shares 2,902 $830K 0.02% -81 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,189 shares; 2024Q4: 36,684 shares; 2025Q1: 36,099 shares; 2025Q2: 36,927 shares 36,927 $827K 0.02% +828 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,487 shares; 2025Q1: 7,487 shares; 2025Q2: 7,487 shares 7,487 $820K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,536 shares; 2025Q1: 5,940 shares; 2025Q2: 5,809 shares 5,809 $818K 0.02% -131 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,468 shares; 2024Q4: 9,729 shares; 2025Q1: 9,737 shares; 2025Q2: 9,610 shares 9,610 $809K 0.02% -127 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,629 shares; 2025Q1: 1,685 shares; 2025Q2: 1,723 shares 1,723 $808K 0.02% +38 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,600 shares; 2025Q1: 1,592 shares; 2025Q2: 1,617 shares 1,617 $808K 0.02% +25 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 5,330 shares; 2025Q1: 5,309 shares; 2025Q2: 5,261 shares 5,261 $807K 0.02% -48 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 3,142 shares; 2025Q1: 3,102 shares; 2025Q2: 2,974 shares 2,974 $801K 0.02% -128 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,839 shares; 2024Q4: 9,063 shares; 2025Q1: 9,334 shares; 2025Q2: 5,345 shares 5,345 $799K 0.02% -3,989 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,548 shares; 2024Q4: 23,583 shares; 2025Q1: 23,544 shares; 2025Q2: 7,547 shares 7,547 $796K 0.02% -15,997 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,774 shares; 2024Q4: 12,629 shares; 2025Q1: 12,632 shares; 2025Q2: 12,674 shares 12,674 $795K 0.02% +42 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,884 shares; 2024Q4: 12,897 shares; 2025Q1: 12,500 shares; 2025Q2: 12,646 shares 12,646 $794K 0.02% +146 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,289 shares; 2025Q2: 18,405 shares 18,405 $791K 0.02% +116 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,326 shares; 2024Q4: 9,417 shares; 2025Q1: 8,289 shares; 2025Q2: 7,356 shares 7,356 $790K 0.02% -933 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 281 shares; 2025Q1: 246 shares; 2025Q2: 211 shares 211 $783K 0.02% -35 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,750 shares; 2025Q1: 3,782 shares; 2025Q2: 3,567 shares 3,567 $779K 0.02% -215 Timeline SKYY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 6,659 shares; 2025Q1: 6,593 shares; 2025Q2: 6,403 shares 6,403 $779K 0.02% -190 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,040 shares; 2024Q4: 19,910 shares; 2025Q1: 20,104 shares; 2025Q2: 18,122 shares 18,122 $764K 0.02% -1,982 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,659 shares; 2024Q4: 8,966 shares; 2025Q1: 8,945 shares; 2025Q2: 8,279 shares 8,279 $759K 0.02% -666 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,280 shares; 2025Q1: 2,482 shares; 2025Q2: 2,489 shares 2,489 $757K 0.02% +7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 9,852 shares; 2025Q1: 11,154 shares; 2025Q2: 10,851 shares 10,851 $749K 0.02% -303 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,119 shares; 2025Q1: 3,201 shares; 2025Q2: 3,251 shares 3,251 $740K 0.02% +50 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 2,946 shares; 2025Q1: 2,848 shares; 2025Q2: 2,758 shares 2,758 $735K 0.02% -90 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 7,765 shares; 2025Q1: 8,524 shares; 2025Q2: 8,645 shares 8,645 $731K 0.02% +121 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,394 shares; 2025Q1: 5,596 shares; 2025Q2: 5,923 shares 5,923 $730K 0.02% +327 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $729K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,478 shares; 2024Q4: 12,560 shares; 2025Q1: 12,455 shares; 2025Q2: 11,555 shares 11,555 $724K 0.02% -900 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,831 shares; 2025Q1: 4,687 shares; 2025Q2: 4,608 shares 4,608 $719K 0.02% -79 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 12,423 shares; 2025Q1: 12,213 shares; 2025Q2: 11,582 shares 11,582 $700K 0.02% -631 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,225 shares; 2025Q1: 3,101 shares; 2025Q2: 3,142 shares 3,142 $700K 0.02% +41 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,526 shares; 2025Q1: 3,744 shares; 2025Q2: 4,183 shares 4,183 $695K 0.02% +439 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,126 shares; 2024Q4: 7,158 shares; 2025Q1: 6,834 shares; 2025Q2: 7,024 shares 7,024 $694K 0.02% +190 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,979 shares; 2025Q1: 5,909 shares; 2025Q2: 5,912 shares 5,912 $682K 0.02% +3 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 26,828 shares; 2025Q1: 25,945 shares; 2025Q2: 26,129 shares 26,129 $680K 0.02% +184 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 8,212 shares; 2025Q1: 8,212 shares; 2025Q2: 8,212 shares 8,212 $675K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 2,849 shares; 2025Q1: 3,134 shares; 2025Q2: 3,199 shares 3,199 $664K 0.02% +65 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,247 shares; 2024Q4: 10,424 shares; 2025Q1: 7,241 shares; 2025Q2: 7,229 shares 7,229 $664K 0.02% -12 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 2,911 shares; 2025Q1: 2,859 shares; 2025Q2: 2,663 shares 2,663 $661K 0.02% -196 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 4,686 shares; 2025Q1: 4,685 shares; 2025Q2: 4,215 shares 4,215 $657K 0.02% -470 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,182 shares; 2024Q4: 49,944 shares; 2025Q1: 35,958 shares; 2025Q2: 35,958 shares 35,958 $655K 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 7,624 shares; 2025Q1: 7,624 shares; 2025Q2: 7,258 shares 7,258 $654K 0.02% -366 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,962 shares; 2025Q1: 1,964 shares; 2025Q2: 1,283 shares 1,283 $653K 0.02% -681 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,002 shares; 2025Q1: 2,001 shares; 2025Q2: 1,955 shares 1,955 $649K 0.02% -46 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 25,410 shares; 2025Q1: 25,410 shares; 2025Q2: 25,410 shares 25,410 $644K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 9,825 shares; 2025Q1: 11,650 shares; 2025Q2: 11,678 shares 11,678 $635K 0.02% +28 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,445 shares; 2025Q1: 5,445 shares; 2025Q2: 4,549 shares 4,549 $631K 0.02% -896 Timeline UPGD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,443 shares; 2024Q4: 8,362 shares; 2025Q1: 8,638 shares; 2025Q2: 8,866 shares 8,866 $629K 0.02% +228 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,337 shares; 2024Q4: 9,676 shares; 2025Q1: 10,739 shares; 2025Q2: 10,431 shares 10,431 $626K 0.02% -308 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,515 shares; 2024Q4: 8,920 shares; 2025Q1: 9,158 shares; 2025Q2: 8,791 shares 8,791 $625K 0.02% -367 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 3,066 shares; 2025Q1: 2,891 shares; 2025Q2: 3,141 shares 3,141 $620K 0.02% +250 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 10,090 shares; 2025Q1: 9,627 shares; 2025Q2: 9,502 shares 9,502 $620K 0.02% -125 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,679 shares; 2024Q4: 6,713 shares; 2025Q1: 7,178 shares; 2025Q2: 8,179 shares 8,179 $613K 0.02% +1,001 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,495 shares 2,495 $599K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 7,695 shares; 2025Q1: 7,802 shares; 2025Q2: 7,150 shares 7,150 $594K 0.02% -652 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 8,534 shares; 2025Q1: 8,596 shares; 2025Q2: 7,899 shares 7,899 $586K 0.02% -697 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,050 shares; 2025Q1: 2,061 shares; 2025Q2: 1,832 shares 1,832 $574K 0.02% -229 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 5,455 shares; 2025Q1: 5,483 shares; 2025Q2: 5,502 shares 5,502 $573K 0.02% +19 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,568 shares; 2024Q4: 24,328 shares; 2025Q1: 19,527 shares; 2025Q2: 19,527 shares 19,527 $573K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 433 shares; 2025Q1: 419 shares; 2025Q2: 6,351 shares 6,351 $572K 0.02% +5,932 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,443 shares; 2024Q4: 3,915 shares; 2025Q1: 3,775 shares; 2025Q2: 3,794 shares 3,794 $565K 0.02% +19 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,056 shares; 2024Q4: 22,205 shares; 2025Q1: 18,579 shares; 2025Q2: 18,732 shares 18,732 $564K 0.02% +153 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 5,972 shares; 2025Q1: 6,969 shares; 2025Q2: 6,627 shares 6,627 $562K 0.02% -342 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,074 shares; 2024Q4: 10,804 shares; 2025Q1: 10,823 shares; 2025Q2: 10,842 shares 10,842 $558K 0.02% +19 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,661 shares; 2024Q4: 48,161 shares; 2025Q1: 48,161 shares; 2025Q2: 40,461 shares 40,461 $558K 0.02% -7,700 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,154 shares; 2024Q4: 11,335 shares; 2025Q1: 11,520 shares; 2025Q2: 12,209 shares 12,209 $553K 0.01% +689 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,856 shares; 2025Q1: 7,107 shares; 2025Q2: 7,398 shares 7,398 $550K 0.01% +291 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,331 shares; 2025Q1: 1,389 shares; 2025Q2: 1,346 shares 1,346 $548K 0.01% -43 FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 13,554 shares; 2025Q1: 12,457 shares; 2025Q2: 12,251 shares 12,251 $548K 0.01% -206 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 7,834 shares; 2025Q1: 7,579 shares; 2025Q2: 7,624 shares 7,624 $547K 0.01% +45 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,125 shares; 2024Q4: 7,688 shares; 2025Q1: 7,711 shares; 2025Q2: 7,803 shares 7,803 $545K 0.01% +92 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,893 shares; 2024Q4: 6,893 shares; 2025Q1: 6,489 shares; 2025Q2: 6,489 shares 6,489 $543K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,241 shares; 2025Q1: 2,244 shares; 2025Q2: 2,202 shares 2,202 $543K 0.01% -42 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 4,028 shares; 2025Q1: 4,036 shares; 2025Q2: 3,980 shares 3,980 $540K 0.01% -56 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,914 shares; 2024Q4: 21,945 shares; 2025Q1: 21,968 shares; 2025Q2: 17,353 shares 17,353 $538K 0.01% -4,615 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,039 shares; 2025Q1: 1,889 shares; 2025Q2: 1,885 shares 1,885 $529K 0.01% -4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,714 shares; 2025Q1: 6,381 shares; 2025Q2: 7,298 shares 7,298 $525K 0.01% +917 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,627 shares; 2024Q4: 14,853 shares; 2025Q1: 14,984 shares; 2025Q2: 16,094 shares 16,094 $525K 0.01% +1,110 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,679 shares; 2024Q4: 8,472 shares; 2025Q1: 8,284 shares; 2025Q2: 7,893 shares 7,893 $518K 0.01% -391 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,328 shares; 2025Q1: 1,494 shares; 2025Q2: 1,785 shares 1,785 $517K 0.01% +291 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,118 shares; 2024Q4: 10,902 shares; 2025Q1: 9,818 shares; 2025Q2: 11,901 shares 11,901 $516K 0.01% +2,083 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,722 shares; 2025Q1: 3,778 shares; 2025Q2: 3,810 shares 3,810 $514K 0.01% +32 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,343 shares 12,343 $513K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 660 shares; 2025Q1: 661 shares; 2025Q2: 904 shares 904 $512K 0.01% +243 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,168 shares; 2024Q4: 22,191 shares; 2025Q1: 22,203 shares; 2025Q2: 22,187 shares 22,187 $510K 0.01% -16 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 3,106 shares; 2025Q1: 3,126 shares; 2025Q2: 3,279 shares 3,279 $504K 0.01% +153 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,649 shares; 2025Q1: 5,139 shares; 2025Q2: 5,120 shares 5,120 $498K 0.01% -19 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,057 shares; 2024Q4: 6,260 shares; 2025Q1: 16,069 shares; 2025Q2: 7,769 shares 7,769 $497K 0.01% -8,300 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 3,415 shares; 2025Q1: 3,498 shares; 2025Q2: 3,688 shares 3,688 $496K 0.01% +190 Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,635 shares; 2024Q4: 106,635 shares; 2025Q1: 106,635 shares; 2025Q2: 106,870 shares 106,870 $495K 0.01% +235 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,556 shares; 2024Q4: 8,839 shares; 2025Q1: 9,150 shares; 2025Q2: 8,687 shares 8,687 $491K 0.01% -463 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 9,103 shares; 2025Q1: 9,086 shares; 2025Q2: 9,453 shares 9,453 $490K 0.01% +367 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: not reported; 2025Q2: 2,281 shares 2,281 $485K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 7,710 shares; 2025Q1: 7,867 shares; 2025Q2: 6,504 shares 6,504 $485K 0.01% -1,363 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,257 shares; 2025Q1: 1,717 shares; 2025Q2: 1,713 shares 1,713 $479K 0.01% -4 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,078 shares; 2024Q4: 25,091 shares; 2025Q1: 24,824 shares; 2025Q2: 25,762 shares 25,762 $474K 0.01% +938 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 11,733 shares; 2025Q1: 11,765 shares; 2025Q2: 13,067 shares 13,067 $473K 0.01% +1,302 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,806 shares; 2024Q4: 19,830 shares; 2025Q1: 19,785 shares; 2025Q2: 20,041 shares 20,041 $471K 0.01% +256 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,801 shares; 2025Q1: 1,648 shares; 2025Q2: 1,636 shares 1,636 $471K 0.01% -12 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 2,597 shares 2,597 $466K 0.01% -382 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 942 shares; 2025Q1: 863 shares; 2025Q2: 874 shares 874 $466K 0.01% +11 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,716 shares; 2025Q1: 5,716 shares; 2025Q2: 5,083 shares 5,083 $462K 0.01% -633 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 6,379 shares; 2025Q1: 7,217 shares; 2025Q2: 6,195 shares 6,195 $459K 0.01% -1,022 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,825 shares; 2025Q1: 1,840 shares; 2025Q2: 1,854 shares 1,854 $458K 0.01% +14 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,196 shares; 2024Q4: 6,459 shares; 2025Q1: 6,156 shares; 2025Q2: 6,162 shares 6,162 $458K 0.01% +6 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 2,889 shares; 2025Q1: 2,813 shares; 2025Q2: 2,655 shares 2,655 $457K 0.01% -158 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,486 shares; 2025Q1: 1,678 shares; 2025Q2: 1,299 shares 1,299 $455K 0.01% -379 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,755 shares; 2024Q4: 13,867 shares; 2025Q1: 14,486 shares; 2025Q2: 13,398 shares 13,398 $453K 0.01% -1,088 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,482 shares; 2025Q1: 5,792 shares; 2025Q2: 5,441 shares 5,441 $451K 0.01% -351 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,109 shares; 2024Q4: 31,450 shares; 2025Q1: 29,158 shares; 2025Q2: 35,846 shares 35,846 $447K 0.01% +6,688 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,379 shares; 2024Q4: 23,379 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares 22,000 $446K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,033 shares; 2025Q1: 3,971 shares; 2025Q2: 3,438 shares 3,438 $445K 0.01% -533 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,796 shares; 2024Q4: 7,072 shares; 2025Q1: 8,049 shares; 2025Q2: 7,084 shares 7,084 $442K 0.01% -965 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 824 shares; 2025Q1: not reported; 2025Q2: 1,247 shares 1,247 $437K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 840 shares; 2025Q1: 841 shares; 2025Q2: 849 shares 849 $435K 0.01% +8 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 8,954 shares; 2025Q1: 9,681 shares; 2025Q2: 10,794 shares 10,794 $435K 0.01% +1,113 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 10,253 shares; 2025Q1: 11,634 shares; 2025Q2: 11,931 shares 11,931 $435K 0.01% +297 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,552 shares; 2025Q1: 2,625 shares; 2025Q2: 2,612 shares 2,612 $433K 0.01% -13 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 290 shares; 2025Q1: 277 shares; 2025Q2: 280 shares 280 $426K 0.01% +3 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,293 shares; 2024Q4: 33,346 shares; 2025Q1: 28,221 shares; 2025Q2: 29,071 shares 29,071 $424K 0.01% +850 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 8,194 shares; 2025Q1: 9,126 shares; 2025Q2: 11,602 shares 11,602 $423K 0.01% +2,476 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 9,834 shares; 2025Q1: 12,615 shares; 2025Q2: 9,837 shares 9,837 $423K 0.01% -2,778 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 4,381 shares; 2025Q1: 4,223 shares; 2025Q2: 3,715 shares 3,715 $421K 0.01% -508 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,200 shares; 2025Q1: 1,225 shares; 2025Q2: 1,263 shares 1,263 $418K 0.01% +38 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,530 shares; 2024Q4: 20,776 shares; 2025Q1: 21,311 shares; 2025Q2: 22,118 shares 22,118 $416K 0.01% +807 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,887 shares; 2025Q1: 2,811 shares; 2025Q2: 2,811 shares 2,811 $415K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,664 shares; 2025Q1: 3,253 shares; 2025Q2: 2,118 shares 2,118 $413K 0.01% -1,135 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,829 shares 2,829 $411K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 7,000 shares; 2025Q1: 8,330 shares; 2025Q2: 15,534 shares 15,534 $411K 0.01% +7,204 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,376 shares 4,376 $410K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 600 shares; 2025Q1: 616 shares; 2025Q2: 616 shares 616 $409K 0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,592 shares; 2024Q4: 46,446 shares; 2025Q1: 39,495 shares; 2025Q2: 19,269 shares 19,269 $408K 0.01% -20,226 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,069 shares; 2025Q1: 3,069 shares; 2025Q2: 3,121 shares 3,121 $401K 0.01% +52 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,255 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares 1,136 $399K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 347 shares; 2025Q1: 357 shares; 2025Q2: 3,566 shares 3,566 $398K 0.01% +3,209 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,640 shares; 2025Q1: 1,664 shares; 2025Q2: 1,669 shares 1,669 $395K 0.01% +5 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 5,903 shares; 2025Q1: 5,738 shares; 2025Q2: 5,778 shares 5,778 $393K 0.01% +40 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,685 shares; 2025Q2: 12,414 shares 12,414 $393K 0.01% +2,729 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 6,688 shares; 2025Q1: 6,532 shares; 2025Q2: 5,061 shares 5,061 $392K 0.01% -1,471 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,664 shares; 2025Q1: 2,613 shares; 2025Q2: 2,632 shares 2,632 $390K 0.01% +19 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,071 shares; 2024Q4: 9,875 shares; 2025Q1: 9,850 shares; 2025Q2: 9,535 shares 9,535 $389K 0.01% -315 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 431 shares; 2025Q1: 451 shares; 2025Q2: 470 shares 470 $389K 0.01% +19 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 471 shares; 2025Q1: 490 shares; 2025Q2: 515 shares 515 $388K 0.01% +25 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,548 shares; 2024Q4: 9,554 shares; 2025Q1: 9,564 shares; 2025Q2: 9,613 shares 9,613 $388K 0.01% +49 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,763 shares; 2025Q1: 2,027 shares; 2025Q2: 2,109 shares 2,109 $387K 0.01% +82 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,483 shares; 2024Q4: 32,488 shares; 2025Q1: 34,421 shares; 2025Q2: 35,608 shares 35,608 $386K 0.01% +1,187 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,920 shares; 2025Q1: 5,096 shares; 2025Q2: 5,622 shares 5,622 $386K 0.01% +526 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,243 shares; 2024Q4: 12,016 shares; 2025Q1: 12,016 shares; 2025Q2: 12,014 shares 12,014 $384K 0.01% -2 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 12,114 shares; 2025Q1: 12,114 shares; 2025Q2: 10,114 shares 10,114 $383K 0.01% -2,000 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,655 shares; 2025Q1: 4,696 shares; 2025Q2: 4,713 shares 4,713 $378K 0.01% +17 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,341 shares; 2025Q1: 2,613 shares; 2025Q2: 3,109 shares 3,109 $376K 0.01% +496 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,032 shares; 2024Q4: 75,032 shares; 2025Q1: 62,614 shares; 2025Q2: 82,917 shares 82,917 $374K 0.01% +20,303 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 5,088 shares; 2025Q1: 5,253 shares; 2025Q2: 5,688 shares 5,688 $373K 0.01% +435 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 807 shares; 2025Q1: 847 shares; 2025Q2: 940 shares 940 $372K 0.01% +93 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 3,904 shares; 2025Q1: 3,800 shares; 2025Q2: 3,833 shares 3,833 $367K 0.01% +33 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,173 shares; 2025Q1: 1,168 shares; 2025Q2: 1,142 shares 1,142 $366K 0.01% -26 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,979 shares; 2024Q4: 9,761 shares; 2025Q1: 10,880 shares; 2025Q2: 8,699 shares 8,699 $365K 0.01% -2,181 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 1,684 shares; 2025Q1: 1,541 shares; 2025Q2: 1,513 shares 1,513 $364K 0.01% -28 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,779 shares 7,779 $364K 0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,452 shares; 2025Q1: 4,247 shares; 2025Q2: 3,766 shares 3,766 $363K 0.01% -481 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,812 shares; 2024Q4: 34,812 shares; 2025Q1: 26,147 shares; 2025Q2: 26,047 shares 26,047 $361K 0.01% -100 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,552 shares; 2025Q1: 1,535 shares; 2025Q2: 1,496 shares 1,496 $359K 0.01% -39 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 4,796 shares; 2025Q1: 5,289 shares; 2025Q2: 4,462 shares 4,462 $356K 0.01% -827 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 3,991 shares; 2025Q1: 3,965 shares; 2025Q2: 8,464 shares 8,464 $355K 0.01% +4,499 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 7,030 shares; 2025Q1: 7,430 shares; 2025Q2: 7,430 shares 7,430 $353K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,319 shares; 2025Q1: 6,030 shares; 2025Q2: 6,690 shares 6,690 $352K 0.01% +660 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,598 shares; 2025Q1: 3,436 shares; 2025Q2: 3,468 shares 3,468 $350K 0.01% +32 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,224 shares; 2024Q4: 20,304 shares; 2025Q1: 25,182 shares; 2025Q2: 20,766 shares 20,766 $348K 0.01% -4,416 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,279 shares; 2024Q4: 19,279 shares; 2025Q1: 20,282 shares; 2025Q2: 27,216 shares 27,216 $348K 0.01% +6,934 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 7,430 shares; 2025Q1: 7,402 shares; 2025Q2: 2,730 shares 2,730 $346K 0.01% -4,672 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 4,106 shares; 2025Q1: 3,206 shares; 2025Q2: 3,436 shares 3,436 $346K 0.01% +230 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,783 shares; 2025Q1: 1,477 shares; 2025Q2: 1,561 shares 1,561 $345K 0.01% +84 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,020 shares; 2025Q1: 875 shares; 2025Q2: 1,116 shares 1,116 $344K 0.01% +241 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,326 shares; 2025Q1: 2,286 shares; 2025Q2: 1,369 shares 1,369 $343K 0.01% -917 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 7,258 shares; 2025Q1: 7,649 shares; 2025Q2: 7,319 shares 7,319 $343K 0.01% -330 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 3,822 shares; 2025Q1: 3,395 shares; 2025Q2: 3,430 shares 3,430 $340K 0.01% +35 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 4,807 shares; 2025Q1: 4,668 shares; 2025Q2: 4,276 shares 4,276 $339K 0.01% -392 Timeline VSS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 5,551 shares; 2025Q1: 3,639 shares; 2025Q2: 2,513 shares 2,513 $338K 0.01% -1,126 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,865 shares; 2025Q1: 5,434 shares; 2025Q2: 5,291 shares 5,291 $337K 0.01% -143 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,622 shares; 2024Q4: 25,884 shares; 2025Q1: 17,611 shares; 2025Q2: 18,390 shares 18,390 $333K 0.01% +779 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,525 shares; 2025Q1: 3,492 shares; 2025Q2: 3,294 shares 3,294 $333K 0.01% -198 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 8,032 shares; 2025Q1: 8,032 shares; 2025Q2: 8,104 shares 8,104 $333K 0.01% +72 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,615 shares; 2025Q1: 4,441 shares; 2025Q2: 4,122 shares 4,122 $331K 0.01% -319 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,944 shares; 2025Q1: 3,944 shares; 2025Q2: 3,834 shares 3,834 $328K 0.01% -110 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 857 shares; 2025Q2: 1,190 shares 1,190 $328K 0.01% +333 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,321 shares; 2025Q1: 1,148 shares; 2025Q2: 1,211 shares 1,211 $326K 0.01% +63 Timeline VT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 2,674 shares; 2025Q1: 2,313 shares; 2025Q2: 2,522 shares 2,522 $324K 0.01% +209 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 6,595 shares; 2025Q1: 6,592 shares; 2025Q2: 6,591 shares 6,591 $323K 0.01% -1 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,390 shares 2,390 $318K 0.01% +42 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,308 shares; 2025Q1: 3,839 shares; 2025Q2: 3,887 shares 3,887 $317K 0.01% +48 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,681 shares 12,681 $316K 0.01% new Timeline LGOV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,650 shares; 2025Q2: 14,650 shares 14,650 $314K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 626 shares; 2025Q1: 606 shares; 2025Q2: 639 shares 639 $314K 0.01% +33 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 8,772 shares; 2025Q1: 8,772 shares; 2025Q2: 8,772 shares 8,772 $314K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,999 shares; 2025Q1: 2,351 shares; 2025Q2: 2,552 shares 2,552 $313K 0.01% +201 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 4,126 shares; 2025Q1: 4,141 shares; 2025Q2: 4,201 shares 4,201 $313K 0.01% +60 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,817 shares; 2025Q2: 1,858 shares 1,858 $312K 0.01% +41 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,583 shares; 2025Q1: 1,582 shares; 2025Q2: 1,539 shares 1,539 $310K 0.01% -43 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,581 shares; 2025Q1: 2,542 shares; 2025Q2: 2,573 shares 2,573 $309K 0.01% +31 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 563 shares; 2025Q1: 594 shares; 2025Q2: 690 shares 690 $307K 0.01% +96 Timeline XSLV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 11,500 shares; 2025Q1: 9,641 shares; 2025Q2: 6,675 shares 6,675 $304K 0.01% -2,966 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares 750 $303K 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,474 shares; 2025Q1: 2,746 shares; 2025Q2: 2,951 shares 2,951 $303K 0.01% +205 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 7,945 shares; 2025Q1: 8,091 shares; 2025Q2: 8,153 shares 8,153 $303K 0.01% +62 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 4,507 shares; 2025Q1: 4,544 shares; 2025Q2: 4,408 shares 4,408 $300K 0.01% -136 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,382 shares; 2025Q1: 2,636 shares; 2025Q2: 2,555 shares 2,555 $299K 0.01% -81 Timeline RLY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,618 shares; 2024Q4: 63,074 shares; 2025Q1: 18,543 shares; 2025Q2: 10,261 shares 10,261 $298K 0.01% -8,282 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares 2,058 $297K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 5,739 shares; 2025Q1: 4,500 shares; 2025Q2: 4,416 shares 4,416 $297K 0.01% -84 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 568 shares; 2025Q1: 554 shares; 2025Q2: 551 shares 551 $295K 0.01% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,211 shares 2,211 $293K 0.01% +12 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,211 shares; 2025Q1: 2,292 shares; 2025Q2: 2,288 shares 2,288 $291K 0.01% -4 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 4,177 shares; 2025Q1: 4,232 shares; 2025Q2: 3,783 shares 3,783 $290K 0.01% -449 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,065 shares; 2024Q4: 27,335 shares; 2025Q1: 26,588 shares; 2025Q2: 25,504 shares 25,504 $289K 0.01% -1,084 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,742 shares 5,742 $287K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,199 shares; 2025Q1: 10,560 shares; 2025Q2: 9,549 shares 9,549 $286K 0.01% -1,011 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,316 shares; 2024Q4: 17,978 shares; 2025Q1: 18,896 shares; 2025Q2: 18,895 shares 18,895 $284K 0.01% -1 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 7,080 shares; 2025Q1: 6,486 shares; 2025Q2: 5,834 shares 5,834 $284K 0.01% -652 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,501 shares; 2025Q1: 4,360 shares; 2025Q2: 4,619 shares 4,619 $284K 0.01% +259 VUSB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,823 shares; 2025Q1: 5,832 shares; 2025Q2: 5,664 shares 5,664 $282K 0.01% -168 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,457 shares; 2025Q1: 3,198 shares; 2025Q2: 3,288 shares 3,288 $281K 0.01% +90 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,858 shares; 2025Q1: 2,728 shares; 2025Q2: 2,904 shares 2,904 $280K 0.01% +176 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,037 shares; 2025Q1: 8,921 shares; 2025Q2: 5,690 shares 5,690 $280K 0.01% -3,231 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,611 shares; 2024Q4: 7,217 shares; 2025Q1: 6,920 shares; 2025Q2: 6,635 shares 6,635 $279K 0.01% -285 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,241 shares 7,241 $278K 0.01% new Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,330 shares 7,330 $277K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 698 shares; 2025Q1: 695 shares; 2025Q2: 712 shares 712 $277K 0.01% +17 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,048 shares 8,048 $277K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 3,539 shares; 2025Q1: 3,448 shares; 2025Q2: 3,639 shares 3,639 $276K 0.01% +191 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 682 shares; 2025Q1: 626 shares; 2025Q2: 613 shares 613 $274K 0.01% -13 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 6,179 shares; 2025Q1: 6,216 shares; 2025Q2: 6,069 shares 6,069 $272K 0.01% -147 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares 643 $270K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,210 shares; 2025Q1: 1,245 shares; 2025Q2: 1,287 shares 1,287 $269K 0.01% +42 Timeline BLACKROCK LONG-TERM MUNCIPA… BLACKROCK LONG-TERM MUNCIPAL A More: the full row for BLACKROCK LONG-TERM MUNCIPAL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,375 shares; 2024Q4: 28,825 shares; 2025Q1: 28,825 shares; 2025Q2: 29,120 shares 29,120 $267K 0.01% +295 JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,199 shares; 2024Q4: 35,199 shares; 2025Q1: 34,197 shares; 2025Q2: 30,895 shares 30,895 $262K 0.01% -3,302 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,505 shares; 2024Q4: 49,701 shares; 2025Q1: 48,829 shares; 2025Q2: 51,464 shares 51,464 $261K 0.01% +2,635 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,450 shares 2,450 $259K 0.01% new Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,446 shares 2,446 $258K 0.01% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 18,363 shares; 2025Q1: 18,261 shares; 2025Q2: 11,101 shares 11,101 $258K 0.01% -7,160 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 3,565 shares; 2025Q1: 3,605 shares; 2025Q2: 3,626 shares 3,626 $251K 0.01% +21 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares 2,188 $250K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 3,207 shares; 2025Q1: 3,208 shares; 2025Q2: 3,214 shares 3,214 $249K 0.01% +6 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,130 shares; 2025Q1: not reported; 2025Q2: 2,419 shares 2,419 $248K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,710 shares; 2024Q4: 28,847 shares; 2025Q1: 23,345 shares; 2025Q2: 28,301 shares 28,301 $248K 0.01% +4,956 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,260 shares; 2025Q1: 1,236 shares; 2025Q2: 1,251 shares 1,251 $247K 0.01% +15 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,161 shares; 2024Q4: 11,467 shares; 2025Q1: 10,809 shares; 2025Q2: 10,065 shares 10,065 $246K 0.01% -744 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,559 shares; 2024Q4: 6,205 shares; 2025Q1: 5,098 shares; 2025Q2: 4,995 shares 4,995 $246K 0.01% -103 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 5,754 shares; 2025Q1: 5,633 shares; 2025Q2: 5,633 shares 5,633 $245K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 604 shares; 2025Q1: not reported; 2025Q2: 601 shares 601 $245K 0.01% new Timeline