AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 187,354 shares; 2024Q1: 187,406 shares; 2024Q2: 174,705 shares; 2024Q3: 174,072 shares; 2024Q4: 171,849 shares 171,849 $43M 11.14% -2,223 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,712 shares; 2024Q1: 18,014 shares; 2024Q2: 182,019 shares; 2024Q3: 185,969 shares; 2024Q4: 185,781 shares 185,781 $24.9M 6.46% -188 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,085 shares; 2024Q1: 91,133 shares; 2024Q2: 90,546 shares; 2024Q3: 88,347 shares; 2024Q4: 89,003 shares 89,003 $19.5M 5.05% +656 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 517,457 shares; 2024Q1: 491,808 shares; 2024Q2: 491,808 shares; 2024Q3: 491,808 shares; 2024Q4: 364,222 shares 364,222 $14.6M 3.79% -127,586 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,731 shares; 2024Q1: 15,823 shares; 2024Q2: 15,514 shares; 2024Q3: 15,509 shares; 2024Q4: 15,469 shares 15,469 $14.2M 3.67% -40 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,586 shares; 2024Q1: 27,430 shares; 2024Q2: 26,426 shares; 2024Q3: 27,102 shares; 2024Q4: 26,754 shares 26,754 $11.3M 2.92% -348 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,695 shares; 2024Q1: 19,309 shares; 2024Q2: 21,113 shares; 2024Q3: 18,244 shares; 2024Q4: 18,032 shares 18,032 $10.6M 2.74% -212 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,079 shares; 2024Q1: 46,696 shares; 2024Q2: 46,613 shares; 2024Q3: 44,807 shares; 2024Q4: 45,544 shares 45,544 $8.62M 2.23% +737 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 127,834 shares; 2024Q1: 98,921 shares; 2024Q2: 102,999 shares; 2024Q3: 74,232 shares; 2024Q4: 85,821 shares 85,821 $7.85M 2.03% +11,589 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,377 shares; 2024Q1: 16,360 shares; 2024Q2: 16,326 shares; 2024Q3: 16,348 shares; 2024Q4: 15,980 shares 15,980 $7.24M 1.87% -368 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,539 shares; 2024Q1: 9,373 shares; 2024Q2: 9,719 shares; 2024Q3: 9,716 shares; 2024Q4: 11,290 shares 11,290 $6.08M 1.57% +1,574 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,556 shares; 2024Q1: 18,831 shares; 2024Q2: 18,801 shares; 2024Q3: 19,278 shares; 2024Q4: 18,992 shares 18,992 $6M 1.55% -286 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,004 shares; 2024Q1: 3,596 shares; 2024Q2: 6,560 shares; 2024Q3: 5,765 shares; 2024Q4: 11,223 shares 11,223 $5.74M 1.48% +5,458 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,388 shares; 2024Q1: 19,834 shares; 2024Q2: 19,930 shares; 2024Q3: 20,315 shares; 2024Q4: 19,363 shares 19,363 $5.61M 1.45% -952 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,660 shares; 2024Q1: 9,716 shares; 2024Q2: 9,473 shares; 2024Q3: 10,120 shares; 2024Q4: 9,889 shares 9,889 $5.21M 1.35% -231 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,915 shares; 2024Q1: 11,293 shares; 2024Q2: 12,138 shares; 2024Q3: 12,526 shares; 2024Q4: 12,401 shares 12,401 $4.82M 1.25% -125 Timeline BUFR 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,611 shares; 2024Q1: 112,011 shares; 2024Q2: 133,142 shares; 2024Q3: 150,220 shares; 2024Q4: 150,157 shares 150,157 $4.58M 1.18% -63 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,249 shares; 2024Q1: 17,028 shares; 2024Q2: 17,963 shares; 2024Q3: 18,035 shares; 2024Q4: 18,020 shares 18,020 $4.32M 1.12% -15 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 176,340 shares; 2024Q1: 155,952 shares; 2024Q2: 109,020 shares; 2024Q3: 125,782 shares; 2024Q4: 77,760 shares 77,760 $3.91M 1.01% -48,022 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,820 shares; 2024Q1: 16,862 shares; 2024Q2: 17,559 shares; 2024Q3: 18,091 shares; 2024Q4: 18,966 shares 18,966 $3.16M 0.82% +875 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 150,173 shares 150,173 $3.05M 0.79% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,361 shares; 2024Q1: 5,316 shares; 2024Q2: 6,243 shares; 2024Q3: 12,227 shares; 2024Q4: 12,599 shares 12,599 $2.93M 0.76% +372 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,028 shares; 2024Q1: 58,346 shares; 2024Q2: 57,759 shares; 2024Q3: 52,069 shares; 2024Q4: 49,240 shares 49,240 $2.91M 0.75% -2,829 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,627 shares; 2024Q1: 8,726 shares; 2024Q2: 8,365 shares; 2024Q3: 8,348 shares; 2024Q4: 8,363 shares 8,363 $2.8M 0.72% +15 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 523 shares; 2024Q1: 530 shares; 2024Q2: 537 shares; 2024Q3: 539 shares; 2024Q4: 539 shares 539 $2.68M 0.69% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,991 shares; 2024Q1: 17,387 shares; 2024Q2: 16,979 shares; 2024Q3: 17,262 shares; 2024Q4: 17,151 shares 17,151 $2.61M 0.67% -111 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,273 shares; 2024Q1: 20,330 shares; 2024Q2: 20,571 shares; 2024Q3: 15,667 shares; 2024Q4: 15,479 shares 15,479 $2.6M 0.67% -188 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,163 shares; 2024Q1: 30,546 shares; 2024Q2: 29,191 shares; 2024Q3: 31,158 shares; 2024Q4: 28,103 shares 28,103 $2.54M 0.66% -3,055 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,865 shares; 2024Q1: 58,365 shares; 2024Q2: 56,800 shares; 2024Q3: 56,365 shares; 2024Q4: 56,365 shares 56,365 $2.38M 0.62% 0 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,245 shares; 2024Q1: 35,440 shares; 2024Q2: 36,823 shares; 2024Q3: 39,497 shares; 2024Q4: 35,869 shares 35,869 $2.38M 0.62% -3,628 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,246 shares; 2024Q1: 4,963 shares; 2024Q2: 4,956 shares; 2024Q3: 5,037 shares; 2024Q4: 4,455 shares 4,455 $2.25M 0.58% -582 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,904 shares; 2024Q1: 12,984 shares; 2024Q2: 13,129 shares; 2024Q3: 13,280 shares; 2024Q4: 13,020 shares 13,020 $2.24M 0.58% -260 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,102 shares; 2024Q1: 13,540 shares; 2024Q2: 13,309 shares; 2024Q3: 13,075 shares; 2024Q4: 12,546 shares 12,546 $2.23M 0.58% -529 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,127 shares; 2024Q1: 8,216 shares; 2024Q2: 7,826 shares; 2024Q3: 10,183 shares; 2024Q4: 11,303 shares 11,303 $2.21M 0.57% +1,120 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,019 shares; 2024Q1: 2,166 shares; 2024Q2: 2,936 shares; 2024Q3: 3,279 shares; 2024Q4: 3,703 shares 3,703 $2.17M 0.56% +424 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,119 shares; 2024Q1: 4,380 shares; 2024Q2: 4,385 shares; 2024Q3: 4,509 shares; 2024Q4: 4,381 shares 4,381 $2.13M 0.55% -128 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,400 shares; 2024Q1: 5,958 shares; 2024Q2: 4,871 shares; 2024Q3: 5,298 shares; 2024Q4: 5,167 shares 5,167 $2.09M 0.54% -131 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,741 shares; 2024Q1: 1,838 shares; 2024Q2: 1,848 shares; 2024Q3: 1,908 shares; 2024Q4: 1,921 shares 1,921 $2.04M 0.53% +13 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,507 shares; 2024Q1: 18,687 shares; 2024Q2: 18,622 shares; 2024Q3: 18,526 shares; 2024Q4: 18,578 shares 18,578 $2M 0.52% +52 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,911 shares; 2024Q1: 2,192 shares; 2024Q2: 2,402 shares; 2024Q3: 2,725 shares; 2024Q4: 2,547 shares 2,547 $1.97M 0.51% -178 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,695 shares; 2024Q1: 17,539 shares; 2024Q2: 16,596 shares; 2024Q3: 17,185 shares; 2024Q4: 15,944 shares 15,944 $1.78M 0.46% -1,241 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,126 shares; 2024Q1: 12,828 shares; 2024Q2: 12,612 shares; 2024Q3: 12,061 shares; 2024Q4: 12,011 shares 12,011 $1.74M 0.45% -50 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,242 shares; 2024Q3: 6,459 shares; 2024Q4: 9,208 shares 9,208 $1.64M 0.42% +2,749 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,083 shares; 2024Q1: 24,606 shares; 2024Q2: 16,863 shares; 2024Q3: 16,672 shares; 2024Q4: 18,232 shares 18,232 $1.6M 0.41% +1,560 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,479 shares; 2024Q1: 3,529 shares; 2024Q2: 3,567 shares; 2024Q3: 3,517 shares; 2024Q4: 3,533 shares 3,533 $1.57M 0.41% +16 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,211 shares; 2024Q1: 5,310 shares; 2024Q2: 5,086 shares; 2024Q3: 5,282 shares; 2024Q4: 5,159 shares 5,159 $1.5M 0.39% -123 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 497 shares; 2024Q1: 511 shares; 2024Q2: 591 shares; 2024Q3: 6,453 shares; 2024Q4: 6,406 shares 6,406 $1.49M 0.38% -47 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,696 shares; 2024Q1: 10,600 shares; 2024Q2: 6,698 shares; 2024Q3: 6,580 shares; 2024Q4: 6,665 shares 6,665 $1.47M 0.38% +85 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,740 shares; 2024Q1: 15,235 shares; 2024Q2: 16,206 shares; 2024Q3: 17,686 shares; 2024Q4: 17,340 shares 17,340 $1.43M 0.37% -346 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,768 shares; 2024Q1: 10,244 shares; 2024Q2: 8,888 shares; 2024Q3: 9,593 shares; 2024Q4: 9,248 shares 9,248 $1.42M 0.37% -345 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,286 shares; 2024Q1: 7,576 shares; 2024Q2: 7,374 shares; 2024Q3: 7,444 shares; 2024Q4: 7,431 shares 7,431 $1.42M 0.37% -13 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,109 shares; 2024Q2: 13,420 shares; 2024Q3: 7,336 shares; 2024Q4: 28,351 shares 28,351 $1.4M 0.36% +21,015 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,314 shares; 2024Q1: 12,514 shares; 2024Q2: 12,267 shares; 2024Q3: 7,319 shares; 2024Q4: 7,902 shares 7,902 $1.38M 0.36% +583 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 20,321 shares; 2024Q2: 22,981 shares; 2024Q3: 25,263 shares; 2024Q4: 22,808 shares 22,808 $1.36M 0.35% -2,455 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,132 shares; 2024Q1: 12,624 shares; 2024Q2: 12,118 shares; 2024Q3: 11,708 shares; 2024Q4: 10,727 shares 10,727 $1.35M 0.35% -981 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,462 shares; 2024Q1: 1,533 shares; 2024Q2: 2,063 shares; 2024Q3: 2,063 shares; 2024Q4: 2,103 shares 2,103 $1.34M 0.35% +40 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,598 shares; 2024Q1: 8,560 shares; 2024Q2: 12,741 shares; 2024Q3: 14,816 shares; 2024Q4: 18,192 shares 18,192 $1.3M 0.34% +3,376 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,643 shares; 2024Q1: 28,669 shares; 2024Q2: 29,933 shares; 2024Q3: 28,453 shares; 2024Q4: 25,526 shares 25,526 $1.22M 0.32% -2,927 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,054 shares; 2024Q1: 5,038 shares; 2024Q2: 4,988 shares; 2024Q3: 4,988 shares; 2024Q4: 4,908 shares 4,908 $1.19M 0.31% -80 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,784 shares; 2024Q1: 49,413 shares; 2024Q2: 50,398 shares; 2024Q3: 50,789 shares; 2024Q4: 40,633 shares 40,633 $1.18M 0.31% -10,156 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,804 shares; 2024Q1: 14,154 shares; 2024Q2: 14,482 shares; 2024Q3: 14,460 shares; 2024Q4: 24,118 shares 24,118 $1.17M 0.3% +9,658 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,210 shares; 2024Q1: 8,015 shares; 2024Q2: 8,092 shares; 2024Q3: 8,361 shares; 2024Q4: 8,196 shares 8,196 $1.15M 0.3% -165 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,843 shares; 2024Q1: 31,478 shares; 2024Q2: 28,631 shares; 2024Q3: 19,773 shares; 2024Q4: 22,302 shares 22,302 $1.14M 0.3% +2,529 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,795 shares; 2024Q1: 4,776 shares; 2024Q2: 4,713 shares; 2024Q3: 4,915 shares; 2024Q4: 4,970 shares 4,970 $1.13M 0.29% +55 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,201 shares; 2024Q1: 13,770 shares; 2024Q2: 14,309 shares; 2024Q3: 15,208 shares; 2024Q4: 15,353 shares 15,353 $1.1M 0.28% +145 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,373 shares; 2024Q1: 3,324 shares; 2024Q2: 5,671 shares; 2024Q3: 4,691 shares; 2024Q4: 4,422 shares 4,422 $1.09M 0.28% -269 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,328 shares; 2024Q1: 7,378 shares; 2024Q2: 7,117 shares; 2024Q3: 7,407 shares; 2024Q4: 7,376 shares 7,376 $1.07M 0.28% -31 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,893 shares; 2024Q1: 1,823 shares; 2024Q2: 1,828 shares; 2024Q3: 1,828 shares; 2024Q4: 1,823 shares 1,823 $1.04M 0.27% -5 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,361 shares; 2024Q1: 32,096 shares; 2024Q2: 32,751 shares; 2024Q3: 32,955 shares; 2024Q4: 33,419 shares 33,419 $1.02M 0.26% +464 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,351 shares; 2024Q1: 20,878 shares; 2024Q2: 17,868 shares; 2024Q3: 13,464 shares; 2024Q4: 13,056 shares 13,056 $1.02M 0.26% -408 Timeline FGD 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,708 shares; 2024Q1: 42,315 shares; 2024Q2: 42,695 shares; 2024Q3: 43,476 shares; 2024Q4: 45,565 shares 45,565 $1.01M 0.26% +2,089 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,967 shares; 2024Q1: 33,478 shares; 2024Q2: 31,740 shares; 2024Q3: 36,314 shares; 2024Q4: 37,911 shares 37,911 $1.01M 0.26% +1,597 Timeline SPHD 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,665 shares; 2024Q1: 19,670 shares; 2024Q2: 19,596 shares; 2024Q3: 48,571 shares; 2024Q4: 20,674 shares 20,674 $999K 0.26% -27,897 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,414 shares; 2024Q1: 15,573 shares; 2024Q2: 13,628 shares; 2024Q3: 15,715 shares; 2024Q4: 15,739 shares 15,739 $980K 0.25% +24 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,544 shares; 2024Q1: 4,819 shares; 2024Q2: 4,725 shares; 2024Q3: 4,828 shares; 2024Q4: 5,009 shares 5,009 $966K 0.25% +181 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,441 shares; 2024Q1: 7,791 shares; 2024Q2: 7,132 shares; 2024Q3: 9,832 shares; 2024Q4: 8,022 shares 8,022 $965K 0.25% -1,810 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 940 shares 940 $963K 0.25% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,950 shares; 2024Q1: 1,979 shares; 2024Q2: 2,441 shares; 2024Q3: 2,656 shares; 2024Q4: 2,649 shares 2,649 $961K 0.25% -7 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,946 shares; 2024Q1: 3,268 shares; 2024Q2: 2,772 shares; 2024Q3: 2,624 shares; 2024Q4: 2,241 shares 2,241 $950K 0.25% -383 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,752 shares; 2024Q1: 5,443 shares; 2024Q2: 5,089 shares; 2024Q3: 4,941 shares; 2024Q4: 4,687 shares 4,687 $946K 0.24% -254 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,127 shares; 2024Q1: 8,257 shares; 2024Q2: 10,019 shares; 2024Q3: 10,048 shares; 2024Q4: 9,436 shares 9,436 $939K 0.24% -612 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,173 shares; 2024Q1: 2,903 shares; 2024Q2: 2,767 shares; 2024Q3: 2,770 shares; 2024Q4: 2,604 shares 2,604 $938K 0.24% -166 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,578 shares; 2024Q1: 22,248 shares; 2024Q2: 22,734 shares; 2024Q3: 23,409 shares; 2024Q4: 25,532 shares 25,532 $928K 0.24% +2,123 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,683 shares; 2024Q1: 29,670 shares; 2024Q2: 28,558 shares; 2024Q3: 28,745 shares; 2024Q4: 27,952 shares 27,952 $902K 0.23% -793 Timeline FV 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,740 shares; 2024Q1: 21,605 shares; 2024Q2: 17,205 shares; 2024Q3: 14,059 shares; 2024Q4: 14,832 shares 14,832 $876K 0.23% +773 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,473 shares; 2024Q1: 6,452 shares; 2024Q2: 6,519 shares; 2024Q3: 6,668 shares; 2024Q4: 6,344 shares 6,344 $873K 0.23% -324 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,032 shares; 2024Q1: 12,026 shares; 2024Q2: 21,308 shares; 2024Q3: 18,506 shares; 2024Q4: 11,405 shares 11,405 $863K 0.22% -7,101 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,369 shares; 2024Q1: 11,395 shares; 2024Q2: 10,691 shares; 2024Q3: 16,958 shares; 2024Q4: 10,981 shares 10,981 $863K 0.22% -5,977 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,974 shares; 2024Q1: 11,284 shares; 2024Q2: 10,256 shares; 2024Q3: 11,119 shares; 2024Q4: 9,663 shares 9,663 $861K 0.22% -1,456 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,400 shares; 2024Q1: 1,327 shares; 2024Q2: 1,145 shares; 2024Q3: 1,536 shares; 2024Q4: 1,459 shares 1,459 $859K 0.22% -77 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,614 shares; 2024Q1: 4,058 shares; 2024Q2: 4,198 shares; 2024Q3: 4,621 shares; 2024Q4: 4,514 shares 4,514 $858K 0.22% -107 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 718 shares; 2024Q2: 816 shares; 2024Q3: 1,809 shares; 2024Q4: 2,498 shares 2,498 $855K 0.22% +689 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,586 shares; 2024Q2: 14,059 shares; 2024Q3: 14,338 shares; 2024Q4: 13,353 shares 13,353 $847K 0.22% -985 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,894 shares; 2024Q1: 2,019 shares; 2024Q2: 2,052 shares; 2024Q3: 2,005 shares; 2024Q4: 1,980 shares 1,980 $842K 0.22% -25 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,391 shares; 2024Q1: 5,888 shares; 2024Q2: 6,113 shares; 2024Q3: 6,876 shares; 2024Q4: 6,973 shares 6,973 $842K 0.22% +97 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,927 shares; 2024Q1: 18,906 shares; 2024Q2: 20,676 shares; 2024Q3: 20,614 shares; 2024Q4: 20,769 shares 20,769 $831K 0.21% +155 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,608 shares; 2024Q1: 14,815 shares; 2024Q2: 15,551 shares; 2024Q3: 13,930 shares; 2024Q4: 13,889 shares 13,889 $822K 0.21% -41 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,500 shares; 2024Q1: 10,892 shares; 2024Q2: 11,354 shares; 2024Q3: 13,421 shares; 2024Q4: 13,391 shares 13,391 $808K 0.21% -30 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,955 shares; 2024Q1: 7,824 shares; 2024Q2: 9,476 shares; 2024Q3: 10,199 shares; 2024Q4: 11,714 shares 11,714 $808K 0.21% +1,515 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 160 shares; 2024Q1: 228 shares; 2024Q2: 12,350 shares; 2024Q3: 12,709 shares; 2024Q4: 13,245 shares 13,245 $799K 0.21% +536 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,951 shares; 2024Q1: 1,953 shares; 2024Q2: 1,935 shares; 2024Q3: 2,321 shares; 2024Q4: 2,336 shares 2,336 $794K 0.21% +15 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,840 shares; 2024Q1: 4,855 shares; 2024Q2: 5,103 shares; 2024Q3: 5,113 shares; 2024Q4: 4,862 shares 4,862 $791K 0.2% -251 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 591 shares; 2024Q1: 640 shares; 2024Q2: 645 shares; 2024Q3: 654 shares; 2024Q4: 665 shares 665 $789K 0.2% +11 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,791 shares; 2024Q1: 7,078 shares; 2024Q2: 4,085 shares; 2024Q3: 6,659 shares; 2024Q4: 6,819 shares 6,819 $786K 0.2% +160 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,408 shares; 2024Q1: 15,484 shares; 2024Q2: 15,279 shares; 2024Q3: 15,121 shares; 2024Q4: 14,577 shares 14,577 $779K 0.2% -544 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,412 shares; 2024Q1: 6,065 shares; 2024Q2: 6,190 shares; 2024Q3: 6,868 shares; 2024Q4: 7,185 shares 7,185 $774K 0.2% +317 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,097 shares; 2024Q1: 3,097 shares; 2024Q2: 2,801 shares; 2024Q3: 1,370 shares; 2024Q4: 1,345 shares 1,345 $766K 0.2% -25 Timeline BUFD 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 28,918 shares; 2024Q2: 33,010 shares; 2024Q3: 33,704 shares; 2024Q4: 28,994 shares 28,994 $740K 0.19% -4,710 Timeline FIXD 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 13,946 shares; 2024Q2: 15,262 shares; 2024Q3: 18,436 shares; 2024Q4: 17,143 shares 17,143 $737K 0.19% -1,293 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 508 shares; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares 3,550 $721K 0.19% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,898 shares; 2024Q1: 9,092 shares; 2024Q2: 8,805 shares; 2024Q3: 9,028 shares; 2024Q4: 9,188 shares 9,188 $695K 0.18% +160 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,703 shares; 2024Q2: 1,898 shares; 2024Q3: 1,791 shares; 2024Q4: 3,776 shares 3,776 $687K 0.18% +1,985 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,471 shares 13,471 $685K 0.18% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,782 shares; 2024Q1: 2,865 shares; 2024Q2: 2,927 shares; 2024Q3: 2,992 shares; 2024Q4: 3,010 shares 3,010 $680K 0.18% +18 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,702 shares; 2024Q1: 11,210 shares; 2024Q2: 9,771 shares; 2024Q3: 9,051 shares; 2024Q4: 7,887 shares 7,887 $676K 0.17% -1,164 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,945 shares; 2024Q1: 5,909 shares; 2024Q2: 5,639 shares; 2024Q3: 5,652 shares; 2024Q4: 5,492 shares 5,492 $673K 0.17% -160 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,871 shares; 2024Q1: 8,841 shares; 2024Q2: 8,465 shares; 2024Q3: 8,714 shares; 2024Q4: 8,190 shares 8,190 $661K 0.17% -524 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,933 shares; 2024Q1: 14,841 shares; 2024Q2: 14,861 shares; 2024Q3: 15,021 shares; 2024Q4: 15,275 shares 15,275 $660K 0.17% +254 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,770 shares; 2024Q1: 11,770 shares; 2024Q2: 11,848 shares; 2024Q3: 11,648 shares; 2024Q4: 11,348 shares 11,348 $660K 0.17% -300 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,532 shares; 2024Q1: 17,609 shares; 2024Q2: 19,415 shares; 2024Q3: 28,693 shares; 2024Q4: 28,933 shares 28,933 $659K 0.17% +240 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,591 shares; 2024Q1: 52,494 shares; 2024Q2: 55,090 shares; 2024Q3: 55,170 shares; 2024Q4: 54,796 shares 54,796 $654K 0.17% -374 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,096 shares; 2024Q1: 1,377 shares; 2024Q2: 1,407 shares; 2024Q3: 1,477 shares; 2024Q4: 1,478 shares 1,478 $619K 0.16% +1 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,323 shares; 2024Q1: 6,820 shares; 2024Q2: 6,030 shares; 2024Q3: 8,099 shares; 2024Q4: 6,627 shares 6,627 $613K 0.16% -1,472 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,847 shares; 2024Q1: 10,909 shares; 2024Q2: 11,221 shares; 2024Q3: 10,742 shares; 2024Q4: 11,588 shares 11,588 $606K 0.16% +846 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,200 shares; 2024Q1: 1,697 shares; 2024Q2: 1,334 shares; 2024Q3: 2,068 shares; 2024Q4: 2,291 shares 2,291 $605K 0.16% +223 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,551 shares; 2024Q1: 7,527 shares; 2024Q2: 7,560 shares; 2024Q3: 7,739 shares; 2024Q4: 7,741 shares 7,741 $592K 0.15% +2 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,128 shares; 2024Q1: 2,184 shares; 2024Q2: 2,174 shares; 2024Q3: 2,174 shares; 2024Q4: 2,229 shares 2,229 $581K 0.15% +55 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,162 shares; 2024Q1: 4,780 shares; 2024Q2: 4,590 shares; 2024Q3: 4,619 shares; 2024Q4: 4,619 shares 4,619 $572K 0.15% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,293 shares; 2024Q1: 7,294 shares; 2024Q2: 7,295 shares; 2024Q3: 6,596 shares; 2024Q4: 6,400 shares 6,400 $562K 0.15% -196 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,645 shares; 2024Q1: 3,645 shares; 2024Q2: 3,572 shares; 2024Q3: 3,992 shares; 2024Q4: 3,735 shares 3,735 $552K 0.14% -257 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,277 shares 7,277 $550K 0.14% new Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,340 shares; 2024Q1: 8,379 shares; 2024Q2: 8,067 shares; 2024Q3: 8,533 shares; 2024Q4: 8,056 shares 8,056 $545K 0.14% -477 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 13,523 shares; 2024Q2: 15,333 shares; 2024Q3: 21,643 shares; 2024Q4: 21,643 shares 21,643 $542K 0.14% 0 TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,541 shares; 2024Q1: 20,271 shares; 2024Q2: 20,891 shares; 2024Q3: 20,997 shares; 2024Q4: 23,018 shares 23,018 $535K 0.14% +2,021 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,825 shares; 2024Q1: 1,825 shares; 2024Q2: 2,375 shares; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares 2,375 $533K 0.14% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 976 shares; 2024Q2: 915 shares; 2024Q3: 1,231 shares; 2024Q4: 1,284 shares 1,284 $527K 0.14% +53 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,310 shares; 2024Q1: 4,731 shares; 2024Q2: 4,334 shares; 2024Q3: 4,337 shares; 2024Q4: 4,355 shares 4,355 $504K 0.13% +18 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,775 shares; 2024Q1: 2,782 shares; 2024Q2: 2,774 shares; 2024Q3: 2,774 shares; 2024Q4: 2,723 shares 2,723 $499K 0.13% -51 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,689 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,733 shares 1,733 $499K 0.13% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,255 shares; 2024Q1: 2,274 shares; 2024Q2: 1,983 shares; 2024Q3: 2,238 shares; 2024Q4: 2,261 shares 2,261 $497K 0.13% +23 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,762 shares; 2024Q1: 2,754 shares; 2024Q2: 2,754 shares; 2024Q3: 2,590 shares; 2024Q4: 2,590 shares 2,590 $487K 0.13% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 545 shares 545 $486K 0.13% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,977 shares; 2024Q1: 3,917 shares; 2024Q2: 3,907 shares; 2024Q3: 3,837 shares; 2024Q4: 2,615 shares 2,615 $463K 0.12% -1,222 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,879 shares 3,879 $448K 0.12% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,187 shares; 2024Q1: 10,421 shares; 2024Q2: 9,146 shares; 2024Q3: 8,242 shares; 2024Q4: 7,887 shares 7,887 $448K 0.12% -355 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,472 shares; 2024Q1: 15,827 shares; 2024Q2: 15,833 shares; 2024Q3: 15,839 shares; 2024Q4: 15,845 shares 15,845 $444K 0.11% +6 NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,775 shares; 2024Q1: 4,720 shares; 2024Q2: 4,455 shares; 2024Q3: 4,786 shares; 2024Q4: 4,442 shares 4,442 $442K 0.11% -344 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,411 shares; 2024Q1: 12,301 shares; 2024Q2: 12,266 shares; 2024Q3: 12,691 shares; 2024Q4: 12,307 shares 12,307 $439K 0.11% -384 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,875 shares; 2024Q1: 4,467 shares; 2024Q2: 4,487 shares; 2024Q3: 4,242 shares; 2024Q4: 4,172 shares 4,172 $439K 0.11% -70 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,973 shares; 2024Q1: 2,017 shares; 2024Q2: 2,373 shares; 2024Q3: 2,496 shares; 2024Q4: 2,563 shares 2,563 $434K 0.11% +67 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,298 shares; 2024Q1: 3,501 shares; 2024Q2: 3,685 shares; 2024Q3: 6,053 shares; 2024Q4: 4,056 shares 4,056 $433K 0.11% -1,997 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 623 shares; 2024Q3: 853 shares; 2024Q4: 853 shares 853 $428K 0.11% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 83 shares; 2024Q2: 83 shares; 2024Q3: 103 shares; 2024Q4: 133 shares 133 $426K 0.11% +30 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,654 shares; 2024Q2: 4,899 shares; 2024Q3: 5,102 shares; 2024Q4: 5,159 shares 5,159 $423K 0.11% +57 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,134 shares; 2024Q1: 8,607 shares; 2024Q2: 8,071 shares; 2024Q3: 7,754 shares; 2024Q4: 7,355 shares 7,355 $416K 0.11% -399 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,040 shares; 2024Q1: 6,211 shares; 2024Q2: 5,722 shares; 2024Q3: 6,486 shares; 2024Q4: 6,491 shares 6,491 $414K 0.11% +5 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,781 shares; 2024Q1: 2,820 shares; 2024Q2: 2,678 shares; 2024Q3: 3,022 shares; 2024Q4: 3,202 shares 3,202 $403K 0.1% +180 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,403 shares; 2024Q1: 6,863 shares; 2024Q2: 6,150 shares; 2024Q3: 6,601 shares; 2024Q4: 6,382 shares 6,382 $398K 0.1% -219 Timeline FTXL 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,226 shares; 2024Q1: not reported; 2024Q2: 5,210 shares; 2024Q3: 5,040 shares; 2024Q4: 4,396 shares 4,396 $384K 0.1% -644 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,138 shares; 2024Q4: 2,098 shares 2,098 $383K 0.1% -40 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,200 shares; 2024Q3: 7,300 shares; 2024Q4: 7,775 shares 7,775 $383K 0.1% +475 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,800 shares; 2024Q1: 8,054 shares; 2024Q2: 4,754 shares; 2024Q3: 7,704 shares; 2024Q4: 8,566 shares 8,566 $377K 0.1% +862 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,634 shares; 2024Q2: 11,240 shares; 2024Q3: 12,361 shares; 2024Q4: 11,599 shares 11,599 $371K 0.1% -762 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,332 shares; 2024Q1: 13,619 shares; 2024Q2: 11,131 shares; 2024Q3: 11,643 shares; 2024Q4: 11,660 shares 11,660 $367K 0.09% +17 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 850 shares; 2024Q1: 779 shares; 2024Q2: 788 shares; 2024Q3: 798 shares; 2024Q4: 704 shares 704 $366K 0.09% -94 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,727 shares; 2024Q1: 34,647 shares; 2024Q2: 30,092 shares; 2024Q3: 55,510 shares; 2024Q4: 12,901 shares 12,901 $360K 0.09% -42,609 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,296 shares; 2024Q1: 8,004 shares; 2024Q2: 9,967 shares; 2024Q3: 9,290 shares; 2024Q4: 11,685 shares 11,685 $359K 0.09% +2,395 Timeline FTXN 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,148 shares 12,148 $349K 0.09% new Timeline SRLN 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,827 shares; 2024Q1: 8,833 shares; 2024Q2: 8,410 shares; 2024Q3: 8,224 shares; 2024Q4: 8,241 shares 8,241 $344K 0.09% +17 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,880 shares; 2024Q1: 2,888 shares; 2024Q2: 2,751 shares; 2024Q3: 2,854 shares; 2024Q4: 2,516 shares 2,516 $338K 0.09% -338 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,480 shares; 2024Q1: 7,044 shares; 2024Q2: 7,063 shares; 2024Q3: 7,001 shares; 2024Q4: 6,996 shares 6,996 $337K 0.09% -5 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,073 shares; 2024Q1: 18,428 shares; 2024Q2: 18,428 shares; 2024Q3: 19,588 shares; 2024Q4: 18,238 shares 18,238 $331K 0.09% -1,350 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,313 shares; 2024Q4: 5,771 shares 5,771 $331K 0.09% +1,458 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,300 shares; 2024Q1: 6,300 shares; 2024Q2: 6,200 shares; 2024Q3: 6,200 shares; 2024Q4: 6,400 shares 6,400 $329K 0.09% +200 Timeline FXH 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,513 shares; 2024Q1: 5,508 shares; 2024Q2: 5,538 shares; 2024Q3: 4,242 shares; 2024Q4: 3,117 shares 3,117 $325K 0.08% -1,125 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,486 shares; 2024Q1: 2,474 shares; 2024Q2: 2,480 shares; 2024Q3: 2,346 shares; 2024Q4: 2,381 shares 2,381 $322K 0.08% +35 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,830 shares; 2024Q1: 2,947 shares; 2024Q2: 2,960 shares; 2024Q3: 4,191 shares; 2024Q4: 2,722 shares 2,722 $320K 0.08% -1,469 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,379 shares; 2024Q1: 6,179 shares; 2024Q2: not reported; 2024Q3: 11,115 shares; 2024Q4: 8,195 shares 8,195 $314K 0.08% -2,920 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,940 shares; 2024Q1: 11,868 shares; 2024Q2: 8,988 shares; 2024Q3: 3,839 shares; 2024Q4: 6,229 shares 6,229 $313K 0.08% +2,390 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,119 shares; 2024Q4: 6,021 shares 6,021 $311K 0.08% -11,098 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,996 shares; 2024Q1: 9,471 shares; 2024Q2: 9,527 shares; 2024Q3: 9,256 shares; 2024Q4: 8,290 shares 8,290 $311K 0.08% -966 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,892 shares 11,892 $311K 0.08% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,694 shares; 2024Q3: 15,763 shares; 2024Q4: 15,799 shares 15,799 $310K 0.08% +36 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,407 shares; 2024Q1: 1,474 shares; 2024Q2: 1,224 shares; 2024Q3: 1,115 shares; 2024Q4: 1,276 shares 1,276 $309K 0.08% +161 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 873 shares; 2024Q1: 873 shares; 2024Q2: 870 shares; 2024Q3: 873 shares; 2024Q4: 886 shares 886 $309K 0.08% +13 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,078 shares; 2024Q1: 10,298 shares; 2024Q2: 10,240 shares; 2024Q3: 10,080 shares; 2024Q4: 9,639 shares 9,639 $308K 0.08% -441 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares 240 $304K 0.08% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,983 shares; 2024Q1: 4,688 shares; 2024Q2: 4,683 shares; 2024Q3: 4,983 shares; 2024Q4: 4,193 shares 4,193 $302K 0.08% -790 Timeline SDVY 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 12,916 shares; 2024Q2: not reported; 2024Q3: 6,313 shares; 2024Q4: 8,410 shares 8,410 $301K 0.08% +2,097 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,298 shares; 2024Q1: 1,510 shares; 2024Q2: 1,491 shares; 2024Q3: 1,537 shares; 2024Q4: 1,601 shares 1,601 $300K 0.08% +64 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,952 shares; 2024Q2: 2,404 shares; 2024Q3: 2,952 shares; 2024Q4: 2,952 shares 2,952 $300K 0.08% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,948 shares; 2024Q3: 7,448 shares; 2024Q4: 7,731 shares 7,731 $299K 0.08% +283 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares 8,900 $298K 0.08% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,265 shares; 2024Q1: 7,322 shares; 2024Q2: 7,977 shares; 2024Q3: 6,746 shares; 2024Q4: 6,814 shares 6,814 $296K 0.08% +68 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,361 shares; 2024Q1: 1,264 shares; 2024Q2: 1,033 shares; 2024Q3: 1,224 shares; 2024Q4: 1,224 shares 1,224 $294K 0.08% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,454 shares; 2024Q1: 5,613 shares; 2024Q2: 5,531 shares; 2024Q3: 5,958 shares; 2024Q4: 5,922 shares 5,922 $290K 0.08% -36 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,736 shares; 2024Q1: 4,838 shares; 2024Q2: 4,474 shares; 2024Q3: 4,889 shares; 2024Q4: 4,856 shares 4,856 $290K 0.08% -33 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 734 shares 734 $289K 0.07% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,035 shares; 2024Q2: 10,410 shares; 2024Q3: 10,515 shares; 2024Q4: 10,534 shares 10,534 $289K 0.07% +19 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 791 shares; 2024Q2: 779 shares; 2024Q3: 717 shares; 2024Q4: 717 shares 717 $288K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,828 shares; 2024Q1: 6,116 shares; 2024Q2: 5,817 shares; 2024Q3: 6,173 shares; 2024Q4: 5,311 shares 5,311 $287K 0.07% -862 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,958 shares; 2024Q1: 23,950 shares; 2024Q2: 26,645 shares; 2024Q3: 31,234 shares; 2024Q4: 28,977 shares 28,977 $287K 0.07% -2,257 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,622 shares; 2024Q1: 8,622 shares; 2024Q2: 7,622 shares; 2024Q3: 7,622 shares; 2024Q4: 6,250 shares 6,250 $285K 0.07% -1,372 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,765 shares; 2024Q1: 6,632 shares; 2024Q2: 6,712 shares; 2024Q3: 6,712 shares; 2024Q4: 6,712 shares 6,712 $285K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,096 shares; 2024Q2: 2,812 shares; 2024Q3: 2,347 shares; 2024Q4: 2,372 shares 2,372 $283K 0.07% +25 Timeline RBLD 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,540 shares; 2024Q3: 5,540 shares; 2024Q4: 4,240 shares 4,240 $281K 0.07% -1,300 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,397 shares; 2024Q3: 4,405 shares; 2024Q4: 4,750 shares 4,750 $273K 0.07% +345 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,173 shares; 2024Q1: 19,484 shares; 2024Q2: 13,668 shares; 2024Q3: 10,217 shares; 2024Q4: 5,897 shares 5,897 $265K 0.07% -4,320 Timeline EIPI 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,481 shares; 2024Q3: 13,481 shares; 2024Q4: 13,481 shares 13,481 $263K 0.07% 0 Timeline AQWA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,300 shares; 2024Q3: 20,300 shares; 2024Q4: 15,600 shares 15,600 $263K 0.07% -4,700 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 709 shares; 2024Q2: 709 shares; 2024Q3: 709 shares; 2024Q4: 709 shares 709 $262K 0.07% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,474 shares; 2024Q1: 16,374 shares; 2024Q2: 21,874 shares; 2024Q3: 21,874 shares; 2024Q4: 21,474 shares 21,474 $261K 0.07% -400 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,142 shares; 2024Q1: 2,041 shares; 2024Q2: 2,052 shares; 2024Q3: 2,302 shares; 2024Q4: 2,279 shares 2,279 $258K 0.07% -23 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,452 shares; 2024Q2: 5,927 shares; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares 1,240 $257K 0.07% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,135 shares 3,135 $256K 0.07% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,302 shares; 2024Q1: 5,722 shares; 2024Q2: 3,168 shares; 2024Q3: 3,298 shares; 2024Q4: 3,298 shares 3,298 $255K 0.07% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,814 shares; 2024Q1: 17,814 shares; 2024Q2: 16,290 shares; 2024Q3: 7,270 shares; 2024Q4: 6,275 shares 6,275 $253K 0.07% -995 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,831 shares; 2024Q1: 2,831 shares; 2024Q2: 2,831 shares; 2024Q3: 2,831 shares; 2024Q4: 2,831 shares 2,831 $252K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,782 shares; 2024Q1: 7,685 shares; 2024Q2: 7,089 shares; 2024Q3: 6,793 shares; 2024Q4: 6,650 shares 6,650 $252K 0.07% -143 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,806 shares; 2024Q1: 19,219 shares; 2024Q2: 25,629 shares; 2024Q3: 27,172 shares; 2024Q4: 4,696 shares 4,696 $247K 0.06% -22,476 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,355 shares; 2024Q4: 2,460 shares 2,460 $247K 0.06% +105 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,860 shares; 2024Q4: 3,860 shares 3,860 $244K 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,470 shares; 2024Q2: 2,472 shares; 2024Q3: 2,473 shares; 2024Q4: 2,612 shares 2,612 $241K 0.06% +139 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,545 shares; 2024Q3: 4,545 shares; 2024Q4: 4,845 shares 4,845 $239K 0.06% +300 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 755 shares; 2024Q2: 702 shares; 2024Q3: 705 shares; 2024Q4: 714 shares 714 $237K 0.06% +9 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,919 shares; 2024Q1: 5,908 shares; 2024Q2: 6,039 shares; 2024Q3: 6,297 shares; 2024Q4: 5,859 shares 5,859 $235K 0.06% -438 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,133 shares 11,133 $234K 0.06% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,325 shares; 2024Q1: 1,414 shares; 2024Q2: 1,408 shares; 2024Q3: 1,423 shares; 2024Q4: 1,423 shares 1,423 $232K 0.06% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,678 shares; 2024Q1: 2,678 shares; 2024Q2: 2,547 shares; 2024Q3: 2,547 shares; 2024Q4: 2,572 shares 2,572 $232K 0.06% +25 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,940 shares; 2024Q2: not reported; 2024Q3: 1,951 shares; 2024Q4: 1,956 shares 1,956 $231K 0.06% +5 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,224 shares; 2024Q4: 2,224 shares 2,224 $230K 0.06% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 977 shares; 2024Q1: 977 shares; 2024Q2: 975 shares; 2024Q3: 977 shares; 2024Q4: 977 shares 977 $229K 0.06% 0 Timeline FIW 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,383 shares; 2024Q3: 2,199 shares; 2024Q4: 2,200 shares 2,200 $225K 0.06% +1 Timeline RSJN 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares 7,000 $223K 0.06% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,036 shares 5,036 $221K 0.06% new Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,197 shares; 2024Q1: 29,823 shares; 2024Q2: 29,954 shares; 2024Q3: 38,215 shares; 2024Q4: 34,541 shares 34,541 $220K 0.06% -3,674 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,623 shares; 2024Q4: 1,675 shares 1,675 $219K 0.06% +52 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,060 shares; 2024Q1: 13,060 shares; 2024Q2: 13,045 shares; 2024Q3: 11,635 shares; 2024Q4: 11,905 shares 11,905 $218K 0.06% +270 Timeline H&E EQUIPMENT SERVICES INC H&E EQUIPMENT SERVICES INC More: the full row for H&E EQUIPMENT SERVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,450 shares; 2024Q1: 4,450 shares; 2024Q2: not reported; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares 4,450 $218K 0.06% 0 MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,450 shares; 2024Q1: 10,750 shares; 2024Q2: not reported; 2024Q3: 13,440 shares; 2024Q4: 13,440 shares 13,440 $217K 0.06% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,104 shares; 2024Q1: 11,104 shares; 2024Q2: 11,104 shares; 2024Q3: 14,244 shares; 2024Q4: 14,244 shares 14,244 $213K 0.06% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,479 shares; 2024Q1: 13,474 shares; 2024Q2: 13,474 shares; 2024Q3: 12,874 shares; 2024Q4: 9,099 shares 9,099 $211K 0.05% -3,775 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,533 shares; 2024Q4: 1,600 shares 1,600 $211K 0.05% +67 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,308 shares; 2024Q2: 2,300 shares; 2024Q3: 2,309 shares; 2024Q4: 2,309 shares 2,309 $210K 0.05% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,041 shares; 2024Q4: 1,041 shares 1,041 $209K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,353 shares; 2024Q4: 1,236 shares 1,236 $206K 0.05% -117 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,530 shares; 2024Q4: 1,581 shares 1,581 $204K 0.05% +51 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,024 shares; 2024Q1: 4,024 shares; 2024Q2: 3,949 shares; 2024Q3: 3,949 shares; 2024Q4: 3,349 shares 3,349 $203K 0.05% -600 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,236 shares 4,236 $203K 0.05% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,229 shares 7,229 $200K 0.05% new Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,287 shares; 2024Q1: 13,387 shares; 2024Q2: 13,387 shares; 2024Q3: 13,387 shares; 2024Q4: 13,137 shares 13,137 $167K 0.04% -250 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,594 shares; 2024Q1: 22,726 shares; 2024Q2: 22,769 shares; 2024Q3: 22,811 shares; 2024Q4: 22,853 shares 22,853 $154K 0.04% +42 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,125 shares; 2024Q1: 17,009 shares; 2024Q2: 17,009 shares; 2024Q3: 22,059 shares; 2024Q4: 21,029 shares 21,029 $141K 0.04% -1,030 Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,080 shares; 2024Q1: 34,170 shares; 2024Q2: 34,650 shares; 2024Q3: 34,650 shares; 2024Q4: 34,434 shares 34,434 $133K 0.03% -216 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,974 shares; 2024Q1: 27,974 shares; 2024Q2: 31,904 shares; 2024Q3: 31,904 shares; 2024Q4: 31,904 shares 31,904 $120K 0.03% 0 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,875 shares; 2024Q1: not reported; 2024Q2: 32,875 shares; 2024Q3: 32,875 shares; 2024Q4: 30,875 shares 30,875 $118K 0.03% -2,000 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,797 shares; 2024Q1: 17,376 shares; 2024Q2: 17,452 shares; 2024Q3: 17,522 shares; 2024Q4: 17,620 shares 17,620 $93.2K 0.02% +98 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,467 shares; 2024Q1: 23,467 shares; 2024Q2: not reported; 2024Q3: 23,467 shares; 2024Q4: 23,467 shares 23,467 $72K 0.02% 0 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,228 shares; 2024Q1: 31,282 shares; 2024Q2: 31,591 shares; 2024Q3: 23,198 shares; 2024Q4: 25,109 shares 25,109 $66.8K 0.02% +1,911 Timeline XNROX NEUBERGER R/EST SECS INC FD More: the full row for NEUBERGER R/EST SECS INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,158 shares; 2024Q1: 21,158 shares; 2024Q2: 21,158 shares; 2024Q3: 19,651 shares; 2024Q4: 18,651 shares 18,651 $66.2K 0.02% -1,000 Timeline