IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 319,118 shares; 2023Q3: 335,681 shares; 2023Q4: 349,730 shares; 2024Q1: 313,456 shares; 2024Q2: 321,877 shares; 2024Q3: 329,805 shares 329,805 $190M 17.67% +7,928 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,704,645 shares; 2023Q3: 1,659,616 shares; 2023Q4: 1,690,017 shares; 2024Q1: 1,534,206 shares; 2024Q2: 1,322,651 shares; 2024Q3: 1,281,656 shares 1,281,656 $87M 8.08% -40,995 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,087,006 shares; 2023Q3: 1,149,764 shares; 2023Q4: 1,222,573 shares; 2024Q1: 1,274,457 shares; 2024Q2: 1,213,150 shares; 2024Q3: 1,244,394 shares 1,244,394 $65.7M 6.11% +31,244 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,231,737 shares; 2023Q3: 1,207,290 shares; 2023Q4: 1,187,205 shares; 2024Q1: 1,161,010 shares; 2024Q2: 1,126,707 shares; 2024Q3: 1,106,494 shares 1,106,494 $57M 5.29% -20,213 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 901,029 shares; 2023Q3: 961,557 shares; 2023Q4: 997,944 shares; 2024Q1: 1,059,049 shares; 2024Q2: 1,041,870 shares; 2024Q3: 1,070,044 shares 1,070,044 $51.2M 4.76% +28,174 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 649,404 shares; 2023Q3: 641,453 shares; 2023Q4: 637,860 shares; 2024Q1: 616,410 shares; 2024Q2: 611,994 shares; 2024Q3: 609,126 shares 609,126 $47.5M 4.42% -2,868 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 224,373 shares; 2023Q3: 223,712 shares; 2023Q4: 221,771 shares; 2024Q1: 217,240 shares; 2024Q2: 189,665 shares; 2024Q3: 188,103 shares 188,103 $44.6M 4.15% -1,562 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 121,209 shares; 2023Q3: 160,118 shares; 2023Q4: 199,170 shares; 2024Q1: 242,525 shares; 2024Q2: 274,291 shares; 2024Q3: 298,702 shares 298,702 $34.9M 3.25% +24,411 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 108,232 shares; 2023Q3: 96,608 shares; 2023Q4: 93,650 shares; 2024Q1: 84,932 shares; 2024Q2: 91,060 shares; 2024Q3: 91,734 shares 91,734 $21.4M 1.99% +674 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 38,366 shares; 2023Q3: 42,867 shares; 2023Q4: 43,127 shares; 2024Q1: 47,242 shares; 2024Q2: 48,368 shares; 2024Q3: 48,896 shares 48,896 $21M 1.95% +528 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 798,058 shares; 2023Q3: 858,107 shares; 2023Q4: 891,037 shares; 2024Q1: 931,136 shares; 2024Q2: 915,132 shares; 2024Q3: 902,599 shares 902,599 $20.9M 1.94% -12,533 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 301,455 shares; 2023Q3: 311,137 shares; 2023Q4: 304,202 shares; 2024Q1: 299,511 shares; 2024Q2: 299,313 shares; 2024Q3: 300,016 shares 300,016 $17.2M 1.6% +703 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 100,483 shares; 2023Q3: 107,870 shares; 2023Q4: 113,946 shares; 2024Q1: 144,014 shares; 2024Q2: 157,849 shares; 2024Q3: 165,605 shares 165,605 $16.8M 1.56% +7,756 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 28,171 shares; 2023Q3: 29,361 shares; 2023Q4: 29,912 shares; 2024Q1: 28,753 shares; 2024Q2: 28,435 shares; 2024Q3: 29,258 shares 29,258 $15.4M 1.43% +823 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 114,494 shares; 2023Q3: 114,012 shares; 2023Q4: 111,443 shares; 2024Q1: 111,609 shares; 2024Q2: 109,773 shares; 2024Q3: 109,215 shares 109,215 $14.9M 1.38% -558 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 47,793 shares; 2023Q3: 47,750 shares; 2023Q4: 47,508 shares; 2024Q1: 47,314 shares; 2024Q2: 47,554 shares; 2024Q3: 47,528 shares 47,528 $12.1M 1.12% -26 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,319 shares; 2023Q3: 9,473 shares; 2023Q4: 9,149 shares; 2024Q1: 8,416 shares; 2024Q2: 85,187 shares; 2024Q3: 83,952 shares 83,952 $10.2M 0.95% -1,235 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 48,488 shares; 2023Q3: 76,451 shares; 2023Q4: 97,865 shares; 2024Q1: 117,337 shares; 2024Q2: 135,712 shares; 2024Q3: 151,937 shares 151,937 $9.35M 0.87% +16,225 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,076 shares; 2023Q3: 978 shares; 2023Q4: 1,262 shares; 2024Q1: 1,245 shares; 2024Q2: 18,653 shares; 2024Q3: 18,961 shares 18,961 $9.25M 0.86% +308 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23,957 shares; 2023Q3: 23,645 shares; 2023Q4: 22,857 shares; 2024Q1: 22,083 shares; 2024Q2: 21,162 shares; 2024Q3: 20,787 shares 20,787 $7.98M 0.74% -375 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 35,361 shares; 2023Q3: 35,192 shares; 2023Q4: 35,143 shares; 2024Q1: 34,208 shares; 2024Q2: 34,611 shares; 2024Q3: 34,557 shares 34,557 $7.29M 0.68% -54 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 39,429 shares; 2023Q3: 34,999 shares; 2023Q4: 34,902 shares; 2024Q1: 34,806 shares; 2024Q2: 35,821 shares; 2024Q3: 37,810 shares 37,810 $7.05M 0.65% +1,989 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 167,605 shares; 2023Q3: 168,073 shares; 2023Q4: 165,554 shares; 2024Q1: 42,481 shares; 2024Q2: 42,481 shares; 2024Q3: 156,208 shares 156,208 $6.82M 0.63% +113,727 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 30,324 shares; 2023Q3: 30,285 shares; 2023Q4: 31,173 shares; 2024Q1: 32,040 shares; 2024Q2: 31,338 shares; 2024Q3: 31,264 shares 31,264 $6.19M 0.58% -74 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,540 shares; 2023Q3: 30,912 shares; 2023Q4: 36,920 shares; 2024Q1: 41,629 shares; 2024Q2: 47,398 shares; 2024Q3: 53,506 shares 53,506 $5.21M 0.48% +6,108 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,084 shares; 2023Q3: 16,822 shares; 2023Q4: 16,292 shares; 2024Q1: 16,392 shares; 2024Q2: 16,304 shares; 2024Q3: 16,555 shares 16,555 $4.37M 0.41% +251 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 99,109 shares; 2023Q3: 93,186 shares; 2023Q4: 91,690 shares; 2024Q1: 86,420 shares; 2024Q2: 82,525 shares; 2024Q3: 82,525 shares 82,525 $4.36M 0.41% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,862 shares; 2023Q3: 11,840 shares; 2023Q4: 13,019 shares; 2024Q1: 11,517 shares; 2024Q2: 11,713 shares; 2024Q3: 11,575 shares 11,575 $4.34M 0.4% -138 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,455 shares; 2023Q3: 4,444 shares; 2023Q4: 4,432 shares; 2024Q1: 4,442 shares; 2024Q2: 6,536 shares; 2024Q3: 6,494 shares 6,494 $4.1M 0.38% -42 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,620 shares; 2023Q3: 8,660 shares; 2023Q4: 8,282 shares; 2024Q1: 8,316 shares; 2024Q2: 8,639 shares; 2024Q3: 8,851 shares 8,851 $4.07M 0.38% +212 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 27,820 shares; 2023Q3: 27,517 shares; 2023Q4: 28,513 shares; 2024Q1: 29,304 shares; 2024Q2: 32,481 shares; 2024Q3: 33,043 shares 33,043 $3.87M 0.36% +562 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,259 shares; 2023Q3: 5,632 shares; 2023Q4: 5,680 shares; 2024Q1: 5,810 shares; 2024Q2: 6,223 shares; 2024Q3: 6,448 shares 6,448 $3.69M 0.34% +225 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,126 shares; 2023Q3: 18,127 shares; 2023Q4: 18,126 shares; 2024Q1: 18,127 shares; 2024Q2: 18,102 shares; 2024Q3: 18,095 shares 18,095 $3.69M 0.34% -7 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 35,542 shares; 2023Q3: 38,683 shares; 2023Q4: 41,593 shares; 2024Q1: 57,035 shares; 2024Q2: 72,332 shares; 2024Q3: 78,908 shares 78,908 $3.68M 0.34% +6,576 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,112 shares; 2023Q3: 2,075 shares; 2023Q4: 2,252 shares; 2024Q1: 2,001 shares; 2024Q2: 2,113 shares; 2024Q3: 20,979 shares 20,979 $3.62M 0.34% +18,866 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,399 shares; 2023Q3: 19,942 shares; 2023Q4: 19,932 shares; 2024Q1: 19,494 shares; 2024Q2: 21,059 shares; 2024Q3: 21,710 shares 21,710 $3.6M 0.33% +651 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 62,111 shares; 2023Q3: 71,697 shares; 2023Q4: 90,753 shares; 2024Q1: 118,778 shares; 2024Q2: 127,961 shares; 2024Q3: 140,916 shares 140,916 $3.46M 0.32% +12,955 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 81,427 shares; 2023Q3: 89,492 shares; 2023Q4: 95,822 shares; 2024Q1: 107,993 shares; 2024Q2: 113,220 shares; 2024Q3: 117,464 shares 117,464 $3.15M 0.29% +4,244 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,648 shares; 2023Q3: 17,436 shares; 2023Q4: 17,242 shares; 2024Q1: 17,104 shares; 2024Q2: 17,726 shares; 2024Q3: 18,156 shares 18,156 $3.04M 0.28% +430 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 23,517 shares; 2023Q3: 20,762 shares; 2023Q4: 22,706 shares; 2024Q1: 17,837 shares; 2024Q2: 18,437 shares; 2024Q3: 17,206 shares 17,206 $3M 0.28% -1,231 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,085 shares; 2023Q3: 29,395 shares; 2023Q4: 33,695 shares; 2024Q1: 41,581 shares; 2024Q2: 57,536 shares; 2024Q3: 57,867 shares 57,867 $2.96M 0.27% +331 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 59,827 shares; 2023Q3: 56,563 shares; 2023Q4: 53,696 shares; 2024Q1: 55,241 shares; 2024Q2: 55,705 shares; 2024Q3: 56,794 shares 56,794 $2.9M 0.27% +1,089 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,443 shares; 2023Q3: 5,635 shares; 2023Q4: 5,779 shares; 2024Q1: 29,611 shares; 2024Q2: 30,108 shares; 2024Q3: 46,267 shares 46,267 $2.88M 0.27% +16,159 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,090 shares; 2023Q3: 11,503 shares; 2023Q4: 10,754 shares; 2024Q1: 10,095 shares; 2024Q2: 10,102 shares; 2024Q3: 10,458 shares 10,458 $2.88M 0.27% +356 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,667 shares; 2023Q3: 2,566 shares; 2023Q4: 2,721 shares; 2024Q1: 2,917 shares; 2024Q2: 2,897 shares; 2024Q3: 3,144 shares 3,144 $2.79M 0.26% +247 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,963 shares; 2023Q3: 5,030 shares; 2023Q4: 5,233 shares; 2024Q1: 4,936 shares; 2024Q2: 4,884 shares; 2024Q3: 4,625 shares 4,625 $2.7M 0.25% -259 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,632 shares; 2023Q3: 17,802 shares; 2023Q4: 17,607 shares; 2024Q1: 19,759 shares; 2024Q2: 19,181 shares; 2024Q3: 17,962 shares 17,962 $2.65M 0.25% -1,219 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,300 shares; 2023Q3: 6,277 shares; 2023Q4: 6,320 shares; 2024Q1: 6,500 shares; 2024Q2: 6,411 shares; 2024Q3: 6,393 shares 6,393 $2.59M 0.24% -18 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 34,201 shares; 2023Q3: 37,969 shares; 2023Q4: 42,405 shares; 2024Q1: 47,393 shares; 2024Q2: 51,233 shares; 2024Q3: 53,275 shares 53,275 $2.57M 0.24% +2,042 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,771 shares; 2023Q3: 13,871 shares; 2023Q4: 14,364 shares; 2024Q1: 14,261 shares; 2024Q2: 13,514 shares; 2024Q3: 13,672 shares 13,672 $2.37M 0.22% +158 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,778 shares; 2023Q3: 11,549 shares; 2023Q4: 11,953 shares; 2024Q1: 12,997 shares; 2024Q2: 13,583 shares; 2024Q3: 13,082 shares 13,082 $2.23M 0.21% -501 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,405 shares; 2023Q3: 5,418 shares; 2023Q4: 6,459 shares; 2024Q1: 8,941 shares; 2024Q2: 9,013 shares; 2024Q3: 10,075 shares 10,075 $2.23M 0.21% +1,062 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 53,340 shares; 2023Q3: 55,308 shares; 2023Q4: 43,875 shares; 2024Q1: 40,874 shares; 2024Q2: 42,284 shares; 2024Q3: 58,519 shares 58,519 $2.2M 0.2% +16,235 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,547 shares; 2023Q3: 11,375 shares; 2023Q4: 11,253 shares; 2024Q1: 10,463 shares; 2024Q2: 10,041 shares; 2024Q3: 9,436 shares 9,436 $2.13M 0.2% -605 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 42,453 shares; 2023Q3: 40,679 shares; 2023Q4: 39,445 shares; 2024Q1: 38,355 shares; 2024Q2: 38,127 shares; 2024Q3: 38,237 shares 38,237 $2.13M 0.2% +110 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,876 shares; 2023Q3: 21,981 shares; 2023Q4: 20,645 shares; 2024Q1: 19,062 shares; 2024Q2: 19,554 shares; 2024Q3: 18,442 shares 18,442 $2.09M 0.19% -1,112 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 58,535 shares; 2024Q2: 56,853 shares; 2024Q3: 56,367 shares 56,367 $2.09M 0.19% -486 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 67,825 shares; 2023Q3: 65,462 shares; 2023Q4: 62,884 shares; 2024Q1: 62,771 shares; 2024Q2: 60,720 shares; 2024Q3: 60,832 shares 60,832 $2.09M 0.19% +112 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,821 shares; 2023Q3: 9,076 shares; 2023Q4: 9,497 shares; 2024Q1: 28,386 shares; 2024Q2: 25,239 shares; 2024Q3: 25,536 shares 25,536 $2.06M 0.19% +297 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,652 shares; 2023Q3: 7,652 shares; 2023Q4: 7,652 shares; 2024Q1: 7,652 shares; 2024Q2: 7,652 shares; 2024Q3: 7,652 shares 7,652 $2M 0.19% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,963 shares; 2023Q3: 10,485 shares; 2023Q4: 10,690 shares; 2024Q1: 10,074 shares; 2024Q2: 10,105 shares; 2024Q3: 9,752 shares 9,752 $1.93M 0.18% -353 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,600 shares; 2023Q3: 17,809 shares; 2023Q4: 17,469 shares; 2024Q1: 16,474 shares; 2024Q2: 16,543 shares; 2024Q3: 15,852 shares 15,852 $1.92M 0.18% -691 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,011 shares; 2023Q3: 3,314 shares; 2023Q4: 3,918 shares; 2024Q1: 3,871 shares; 2024Q2: 3,784 shares; 2024Q3: 3,833 shares 3,833 $1.9M 0.18% +49 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,184 shares; 2023Q3: 7,057 shares; 2023Q4: 7,027 shares; 2024Q1: 6,795 shares; 2024Q2: 6,447 shares; 2024Q3: 6,180 shares 6,180 $1.88M 0.17% -267 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,352 shares; 2023Q3: 7,393 shares; 2023Q4: 7,397 shares; 2024Q1: 8,007 shares; 2024Q2: 7,352 shares; 2024Q3: 7,154 shares 7,154 $1.87M 0.17% -198 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,862 shares; 2023Q3: 11,884 shares; 2023Q4: 11,933 shares; 2024Q1: 12,343 shares; 2024Q2: 12,121 shares; 2024Q3: 11,605 shares 11,605 $1.78M 0.17% -516 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,716 shares; 2023Q3: 14,934 shares; 2023Q4: 15,027 shares; 2024Q1: 11,492 shares; 2024Q2: 11,302 shares; 2024Q3: 10,669 shares 10,669 $1.73M 0.16% -633 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,853 shares; 2023Q3: 9,072 shares; 2023Q4: 9,231 shares; 2024Q1: 9,763 shares; 2024Q2: 9,833 shares; 2024Q3: 10,850 shares 10,850 $1.65M 0.15% +1,017 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,677 shares; 2023Q3: 14,462 shares; 2023Q4: 15,373 shares; 2024Q1: 15,640 shares; 2024Q2: 11,970 shares; 2024Q3: 10,688 shares 10,688 $1.65M 0.15% -1,282 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 25,515 shares; 2023Q3: 25,602 shares; 2023Q4: 25,718 shares; 2024Q1: 25,771 shares; 2024Q2: 25,842 shares; 2024Q3: 25,896 shares 25,896 $1.61M 0.15% +54 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,493 shares; 2023Q3: 6,493 shares; 2023Q4: 6,493 shares; 2024Q1: 147,814 shares; 2024Q2: 148,839 shares; 2024Q3: 34,381 shares 34,381 $1.6M 0.15% -114,458 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,066 shares; 2023Q3: 19,053 shares; 2023Q4: 18,001 shares; 2024Q1: 17,650 shares; 2024Q2: 14,051 shares; 2024Q3: 13,834 shares 13,834 $1.56M 0.15% -217 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,195 shares; 2023Q3: 11,427 shares; 2023Q4: 10,154 shares; 2024Q1: 10,837 shares; 2024Q2: 10,544 shares; 2024Q3: 10,226 shares 10,226 $1.55M 0.14% -318 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 21,554 shares; 2023Q3: 21,858 shares; 2023Q4: 21,841 shares; 2024Q1: 21,801 shares; 2024Q2: 21,435 shares; 2024Q3: 16,964 shares 16,964 $1.55M 0.14% -4,471 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,682 shares; 2023Q3: 4,751 shares; 2023Q4: 4,545 shares; 2024Q1: 4,654 shares; 2024Q2: 4,664 shares; 2024Q3: 4,664 shares 4,664 $1.55M 0.14% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,764 shares; 2023Q3: 8,834 shares; 2023Q4: 9,123 shares; 2024Q1: 8,707 shares; 2024Q2: 8,897 shares; 2024Q3: 9,086 shares 9,086 $1.55M 0.14% +189 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,427 shares; 2023Q3: 6,842 shares; 2023Q4: 6,296 shares; 2024Q1: 6,296 shares; 2024Q2: 6,296 shares; 2024Q3: 6,296 shares 6,296 $1.53M 0.14% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 34,832 shares; 2023Q3: 34,750 shares; 2023Q4: 34,867 shares; 2024Q1: 34,977 shares; 2024Q2: 35,114 shares; 2024Q3: 35,244 shares 35,244 $1.47M 0.14% +130 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 42,843 shares; 2023Q3: 46,194 shares; 2023Q4: 40,527 shares; 2024Q1: 39,787 shares; 2024Q2: 37,927 shares; 2024Q3: 36,946 shares 36,946 $1.47M 0.14% -981 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 40,019 shares; 2023Q3: 39,896 shares; 2023Q4: 40,042 shares; 2024Q1: 35,799 shares; 2024Q2: 35,611 shares; 2024Q3: 34,521 shares 34,521 $1.44M 0.13% -1,090 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,031 shares; 2023Q3: 3,088 shares; 2023Q4: 2,939 shares; 2024Q1: 2,728 shares; 2024Q2: 2,858 shares; 2024Q3: 2,912 shares 2,912 $1.44M 0.13% +54 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,013 shares; 2023Q3: 3,486 shares; 2023Q4: 3,799 shares; 2024Q1: 4,032 shares; 2024Q2: 4,388 shares; 2024Q3: 4,452 shares 4,452 $1.43M 0.13% +64 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,089 shares; 2023Q3: 7,934 shares; 2023Q4: 7,941 shares; 2024Q1: 21,287 shares; 2024Q2: 24,733 shares; 2024Q3: 31,024 shares 31,024 $1.41M 0.13% +6,291 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 33,220 shares; 2023Q3: 33,081 shares; 2023Q4: 29,178 shares; 2024Q1: 28,885 shares; 2024Q2: 28,508 shares; 2024Q3: 27,096 shares 27,096 $1.36M 0.13% -1,412 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,244 shares; 2023Q3: 2,738 shares; 2023Q4: 2,645 shares; 2024Q1: 2,616 shares; 2024Q2: 2,660 shares; 2024Q3: 2,689 shares 2,689 $1.32M 0.12% +29 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 35,539 shares; 2023Q3: 33,040 shares; 2023Q4: 28,813 shares; 2024Q1: 28,952 shares; 2024Q2: 31,330 shares; 2024Q3: 29,024 shares 29,024 $1.3M 0.12% -2,306 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,924 shares; 2023Q3: 5,904 shares; 2023Q4: 8,485 shares; 2024Q1: 6,791 shares; 2024Q2: 7,027 shares; 2024Q3: 6,860 shares 6,860 $1.3M 0.12% -167 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,465 shares; 2023Q3: 6,118 shares; 2023Q4: 5,509 shares; 2024Q1: 5,470 shares; 2024Q2: 5,613 shares; 2024Q3: 5,537 shares 5,537 $1.29M 0.12% -76 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,651 shares; 2023Q3: 24,039 shares; 2023Q4: 20,335 shares; 2024Q1: 19,855 shares; 2024Q2: 17,787 shares; 2024Q3: 17,764 shares 17,764 $1.28M 0.12% -23 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,743 shares; 2023Q3: 19,709 shares; 2023Q4: 17,024 shares; 2024Q1: 16,507 shares; 2024Q2: 16,901 shares; 2024Q3: 16,024 shares 16,024 $1.26M 0.12% -877 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,954 shares; 2023Q3: 8,902 shares; 2023Q4: 11,317 shares; 2024Q1: 8,450 shares; 2024Q2: 12,108 shares; 2024Q3: 14,684 shares 14,684 $1.24M 0.12% +2,576 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 434 shares; 2023Q3: 439 shares; 2023Q4: 433 shares; 2024Q1: 411 shares; 2024Q2: 21,000 shares; 2024Q3: 20,695 shares 20,695 $1.19M 0.11% -305 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,123 shares; 2023Q3: 2,108 shares; 2023Q4: 5,454 shares; 2024Q1: 2,100 shares; 2024Q2: 2,070 shares; 2024Q3: 2,070 shares 2,070 $1.19M 0.11% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,949 shares; 2023Q3: 6,767 shares; 2023Q4: 6,688 shares; 2024Q1: 6,116 shares; 2024Q2: 5,856 shares; 2024Q3: 5,849 shares 5,849 $1.19M 0.11% -7 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,396 shares; 2023Q3: 1,500 shares; 2023Q4: 1,491 shares; 2024Q1: 1,566 shares; 2024Q2: 1,549 shares; 2024Q3: 1,631 shares 1,631 $1.16M 0.11% +82 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 51,460 shares; 2023Q3: 51,460 shares; 2023Q4: 51,858 shares; 2024Q1: 51,419 shares; 2024Q2: 51,419 shares; 2024Q3: 51,419 shares 51,419 $1.14M 0.11% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,532 shares; 2023Q3: 24,834 shares; 2023Q4: 26,029 shares; 2024Q1: 25,874 shares; 2024Q2: 26,166 shares; 2024Q3: 24,595 shares 24,595 $1.12M 0.1% -1,571 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 24,709 shares; 2023Q3: 22,127 shares; 2023Q4: 23,403 shares; 2024Q1: 24,346 shares; 2024Q2: 22,445 shares; 2024Q3: 20,627 shares 20,627 $1.1M 0.1% -1,818 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 40,284 shares; 2023Q3: 40,284 shares; 2023Q4: 40,284 shares; 2024Q1: 40,284 shares; 2024Q2: 40,284 shares; 2024Q3: 40,855 shares 40,855 $1.09M 0.1% +571 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,376 shares; 2023Q3: 2,264 shares; 2023Q4: 1,961 shares; 2024Q1: 2,024 shares; 2024Q2: 1,807 shares; 2024Q3: 1,848 shares 1,848 $1.08M 0.1% +41 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,849 shares; 2023Q3: 3,718 shares; 2023Q4: 3,690 shares; 2024Q1: 3,737 shares; 2024Q2: 3,773 shares; 2024Q3: 3,721 shares 3,721 $1.07M 0.1% -52 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,139 shares; 2023Q3: 8,979 shares; 2023Q4: 8,724 shares; 2024Q1: 9,093 shares; 2024Q2: 8,994 shares; 2024Q3: 8,759 shares 8,759 $1.06M 0.1% -235 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 58,105 shares; 2023Q3: 49,562 shares; 2023Q4: 50,988 shares; 2024Q1: 47,821 shares; 2024Q2: 50,457 shares; 2024Q3: 48,145 shares 48,145 $1.06M 0.1% -2,312 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,674 shares; 2023Q3: 3,737 shares; 2023Q4: 3,697 shares; 2024Q1: 3,724 shares; 2024Q2: 3,709 shares; 2024Q3: 3,705 shares 3,705 $1.05M 0.1% -4 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,238 shares; 2023Q3: 2,382 shares; 2023Q4: 3,214 shares; 2024Q1: 2,660 shares; 2024Q2: 2,562 shares; 2024Q3: 2,649 shares 2,649 $1.04M 0.1% +87 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,304 shares; 2023Q3: 11,531 shares; 2023Q4: 10,698 shares; 2024Q1: 9,669 shares; 2024Q2: 8,202 shares; 2024Q3: 8,039 shares 8,039 $1.03M 0.1% -163 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 34,306 shares; 2023Q3: 39,019 shares; 2023Q4: 33,339 shares; 2024Q1: 37,265 shares; 2024Q2: 37,473 shares; 2024Q3: 35,535 shares 35,535 $1.03M 0.1% -1,938 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,742 shares; 2023Q3: 5,519 shares; 2023Q4: 5,237 shares; 2024Q1: 5,320 shares; 2024Q2: 5,570 shares; 2024Q3: 5,547 shares 5,547 $1.03M 0.1% -23 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,845 shares; 2023Q3: 2,793 shares; 2023Q4: 2,666 shares; 2024Q1: 2,848 shares; 2024Q2: 2,765 shares; 2024Q3: 3,747 shares 3,747 $1.02M 0.09% +982 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,149 shares; 2023Q3: 14,153 shares; 2023Q4: 11,916 shares; 2024Q1: 11,211 shares; 2024Q2: 11,136 shares; 2024Q3: 10,440 shares 10,440 $1.01M 0.09% -696 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,052 shares; 2023Q3: 3,354 shares; 2023Q4: 3,175 shares; 2024Q1: 3,105 shares; 2024Q2: 4,642 shares; 2024Q3: 5,767 shares 5,767 $1M 0.09% +1,125 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 43,943 shares; 2024Q2: 40,050 shares; 2024Q3: 38,273 shares 38,273 $1M 0.09% -1,777 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,788 shares; 2023Q3: 13,187 shares; 2023Q4: 12,614 shares; 2024Q1: 11,750 shares; 2024Q2: 11,146 shares; 2024Q3: 11,166 shares 11,166 $987K 0.09% +20 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,058 shares; 2023Q3: 1,099 shares; 2023Q4: 1,055 shares; 2024Q1: 951 shares; 2024Q2: 938 shares; 2024Q3: 1,026 shares 1,026 $975K 0.09% +88 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,050 shares; 2023Q3: 1,954 shares; 2023Q4: 1,852 shares; 2024Q1: 1,835 shares; 2024Q2: 1,887 shares; 2024Q3: 1,886 shares 1,886 $974K 0.09% -1 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 24,346 shares; 2023Q3: 24,511 shares; 2023Q4: 24,691 shares; 2024Q1: 24,734 shares; 2024Q2: 25,102 shares; 2024Q3: 25,220 shares 25,220 $960K 0.09% +118 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,791 shares; 2023Q3: 9,464 shares; 2023Q4: 9,332 shares; 2024Q1: 9,867 shares; 2024Q2: 9,510 shares; 2024Q3: 9,538 shares 9,538 $930K 0.09% +28 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,145 shares; 2023Q3: 10,021 shares; 2023Q4: 9,174 shares; 2024Q1: 10,363 shares; 2024Q2: 10,565 shares; 2024Q3: 9,643 shares 9,643 $928K 0.09% -922 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,059 shares; 2023Q3: 15,471 shares; 2023Q4: 16,878 shares; 2024Q1: 16,594 shares; 2024Q2: 16,724 shares; 2024Q3: 16,410 shares 16,410 $927K 0.09% -314 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,290 shares; 2023Q3: 9,401 shares; 2023Q4: 10,466 shares; 2024Q1: 9,343 shares; 2024Q2: 8,450 shares; 2024Q3: 7,936 shares 7,936 $915K 0.09% -514 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 18,477 shares; 2023Q3: 17,706 shares; 2023Q4: 16,882 shares; 2024Q1: 16,439 shares; 2024Q2: 15,931 shares; 2024Q3: 15,816 shares 15,816 $910K 0.08% -115 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,720 shares; 2023Q3: 10,193 shares; 2023Q4: 9,045 shares; 2024Q1: 9,310 shares; 2024Q2: 9,771 shares; 2024Q3: 9,947 shares 9,947 $906K 0.08% +176 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,594 shares; 2023Q3: 4,504 shares; 2023Q4: 4,346 shares; 2024Q1: 4,339 shares; 2024Q2: 4,282 shares; 2024Q3: 4,468 shares 4,468 $895K 0.08% +186 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,234 shares; 2023Q3: 11,751 shares; 2023Q4: 8,278 shares; 2024Q1: 13,368 shares; 2024Q2: 15,834 shares; 2024Q3: 17,139 shares 17,139 $887K 0.08% +1,305 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,156 shares; 2023Q3: 19,797 shares; 2023Q4: 20,716 shares; 2024Q1: 21,337 shares; 2024Q2: 20,912 shares; 2024Q3: 19,674 shares 19,674 $882K 0.08% -1,238 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,161 shares; 2023Q3: 2,816 shares; 2023Q4: 2,662 shares; 2024Q1: 2,956 shares; 2024Q2: 3,015 shares; 2024Q3: 3,129 shares 3,129 $856K 0.08% +114 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,238 shares; 2023Q3: 5,496 shares; 2023Q4: 4,591 shares; 2024Q1: 4,769 shares; 2024Q2: 5,338 shares; 2024Q3: 4,140 shares 4,140 $855K 0.08% -1,198 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,544 shares; 2023Q3: 8,405 shares; 2023Q4: 9,606 shares; 2024Q1: 9,912 shares; 2024Q2: 10,645 shares; 2024Q3: 10,667 shares 10,667 $855K 0.08% +22 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,989 shares; 2023Q3: 20,648 shares; 2023Q4: 18,467 shares; 2024Q1: 20,316 shares; 2024Q2: 20,179 shares; 2024Q3: 20,940 shares 20,940 $850K 0.08% +761 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,380 shares; 2023Q3: 12,380 shares; 2023Q4: 11,185 shares; 2024Q1: 10,814 shares; 2024Q2: 10,542 shares; 2024Q3: 9,596 shares 9,596 $846K 0.08% -946 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,365 shares; 2023Q3: 12,387 shares; 2023Q4: 10,533 shares; 2024Q1: 10,378 shares; 2024Q2: 10,378 shares; 2024Q3: 10,131 shares 10,131 $844K 0.08% -247 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,808 shares; 2023Q3: 2,836 shares; 2023Q4: 2,956 shares; 2024Q1: 2,470 shares; 2024Q2: 4,041 shares; 2024Q3: 4,074 shares 4,074 $842K 0.08% +33 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,682 shares; 2023Q3: 5,964 shares; 2023Q4: 5,873 shares; 2024Q1: 5,635 shares; 2024Q2: 5,442 shares; 2024Q3: 6,462 shares 6,462 $816K 0.08% +1,020 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 864 shares; 2023Q3: 884 shares; 2023Q4: 880 shares; 2024Q1: 834 shares; 2024Q2: 898 shares; 2024Q3: 904 shares 904 $801K 0.07% +6 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 613 shares; 2023Q3: 1,666 shares; 2023Q4: 1,664 shares; 2024Q1: 1,659 shares; 2024Q2: 1,712 shares; 2024Q3: 1,279 shares 1,279 $794K 0.07% -433 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,821 shares; 2023Q3: 12,686 shares; 2023Q4: 14,038 shares; 2024Q1: 13,489 shares; 2024Q2: 12,645 shares; 2024Q3: 8,761 shares 8,761 $792K 0.07% -3,884 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,790 shares; 2023Q3: 1,666 shares; 2023Q4: 1,777 shares; 2024Q1: 1,925 shares; 2024Q2: 1,997 shares; 2024Q3: 2,236 shares 2,236 $790K 0.07% +239 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,221 shares; 2023Q3: 12,290 shares; 2023Q4: 11,220 shares; 2024Q1: 9,592 shares; 2024Q2: 9,658 shares; 2024Q3: 8,646 shares 8,646 $778K 0.07% -1,012 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,894 shares; 2023Q3: 10,901 shares; 2023Q4: 8,502 shares; 2024Q1: 9,681 shares; 2024Q2: 10,105 shares; 2024Q3: 9,109 shares 9,109 $770K 0.07% -996 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 82,715 shares; 2023Q3: 86,261 shares; 2023Q4: 85,126 shares; 2024Q1: 18,759 shares; 2024Q2: 18,759 shares; 2024Q3: 26,393 shares 26,393 $769K 0.07% +7,634 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,269 shares; 2023Q3: 1,279 shares; 2023Q4: 1,279 shares; 2024Q1: 1,279 shares; 2024Q2: 1,338 shares; 2024Q3: 1,294 shares 1,294 $759K 0.07% -44 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,560 shares; 2023Q3: 4,559 shares; 2023Q4: 4,567 shares; 2024Q1: 3,908 shares; 2024Q2: 3,908 shares; 2024Q3: 3,901 shares 3,901 $749K 0.07% -7 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 52,314 shares; 2023Q3: 53,036 shares; 2023Q4: 48,293 shares; 2024Q1: 51,498 shares; 2024Q2: 50,447 shares; 2024Q3: 49,899 shares 49,899 $734K 0.07% -548 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,620 shares; 2023Q3: 13,480 shares; 2023Q4: 9,922 shares; 2024Q1: 7,598 shares; 2024Q2: 7,025 shares; 2024Q3: 8,743 shares 8,743 $726K 0.07% +1,718 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,290 shares; 2023Q3: 12,495 shares; 2023Q4: 9,660 shares; 2024Q1: 14,008 shares; 2024Q2: 13,074 shares; 2024Q3: 12,070 shares 12,070 $718K 0.07% -1,004 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,239 shares; 2023Q3: 5,408 shares; 2023Q4: 5,217 shares; 2024Q1: 5,210 shares; 2024Q2: 7,090 shares; 2024Q3: 6,051 shares 6,051 $711K 0.07% -1,039 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,359 shares; 2023Q3: 4,540 shares; 2023Q4: 4,224 shares; 2024Q1: 4,388 shares; 2024Q2: 4,366 shares; 2024Q3: 4,554 shares 4,554 $710K 0.07% +188 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,785 shares; 2023Q3: 6,731 shares; 2023Q4: 6,630 shares; 2024Q1: 4,752 shares; 2024Q2: 6,618 shares; 2024Q3: 7,225 shares 7,225 $695K 0.06% +607 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,332 shares; 2023Q3: 2,627 shares; 2023Q4: 2,980 shares; 2024Q1: 3,208 shares; 2024Q2: 2,677 shares; 2024Q3: 2,795 shares 2,795 $689K 0.06% +118 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,726 shares; 2023Q3: 2,858 shares; 2023Q4: 2,944 shares; 2024Q1: 3,088 shares; 2024Q2: 3,005 shares; 2024Q3: 2,940 shares 2,940 $688K 0.06% -65 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,201 shares; 2023Q3: 1,273 shares; 2023Q4: 1,208 shares; 2024Q1: 1,162 shares; 2024Q2: 1,168 shares; 2024Q3: 1,108 shares 1,108 $685K 0.06% -60 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,831 shares; 2023Q3: 1,805 shares; 2023Q4: 1,750 shares; 2024Q1: 1,739 shares; 2024Q2: 1,755 shares; 2024Q3: 1,774 shares 1,774 $677K 0.06% +19 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,700 shares; 2023Q3: 13,724 shares; 2023Q4: 13,863 shares; 2024Q1: 13,863 shares; 2024Q2: 13,867 shares; 2024Q3: 13,485 shares 13,485 $662K 0.06% -382 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,535 shares; 2023Q3: 5,625 shares; 2023Q4: 5,136 shares; 2024Q1: 5,445 shares; 2024Q2: 5,264 shares; 2024Q3: 5,671 shares 5,671 $647K 0.06% +407 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,804 shares; 2023Q3: 2,884 shares; 2023Q4: 2,896 shares; 2024Q1: 2,732 shares; 2024Q2: 2,588 shares; 2024Q3: 2,569 shares 2,569 $639K 0.06% -19 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,528 shares; 2023Q3: 5,134 shares; 2023Q4: 4,676 shares; 2024Q1: 4,459 shares; 2024Q2: 4,804 shares; 2024Q3: 4,804 shares 4,804 $635K 0.06% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,083 shares; 2023Q3: 10,607 shares; 2023Q4: 10,453 shares; 2024Q1: 10,450 shares; 2024Q2: 10,999 shares; 2024Q3: 12,707 shares 12,707 $634K 0.06% +1,708 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,533 shares; 2023Q3: 3,518 shares; 2023Q4: 3,528 shares; 2024Q1: 3,532 shares; 2024Q2: 3,779 shares; 2024Q3: 3,779 shares 3,779 $634K 0.06% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,455 shares; 2023Q3: 1,378 shares; 2023Q4: 1,291 shares; 2024Q1: 1,303 shares; 2024Q2: 1,311 shares; 2024Q3: 1,322 shares 1,322 $630K 0.06% +11 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,461 shares; 2023Q3: 9,152 shares; 2023Q4: 9,120 shares; 2024Q1: 9,172 shares; 2024Q2: 9,595 shares; 2024Q3: 9,709 shares 9,709 $629K 0.06% +114 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,451 shares; 2023Q3: 11,105 shares; 2023Q4: 11,170 shares; 2024Q1: 11,267 shares; 2024Q2: 9,802 shares; 2024Q3: 9,963 shares 9,963 $628K 0.06% +161 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,971 shares; 2023Q3: 3,060 shares; 2023Q4: 4,215 shares; 2024Q1: 2,900 shares; 2024Q2: 2,943 shares; 2024Q3: 2,819 shares 2,819 $623K 0.06% -124 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,871 shares; 2023Q3: 9,854 shares; 2023Q4: 8,403 shares; 2024Q1: 8,159 shares; 2024Q2: 8,423 shares; 2024Q3: 7,942 shares 7,942 $622K 0.06% -481 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,127 shares; 2023Q3: 8,371 shares; 2023Q4: 7,717 shares; 2024Q1: 6,843 shares; 2024Q2: 6,807 shares; 2024Q3: 7,101 shares 7,101 $618K 0.06% +294 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,954 shares; 2023Q3: 2,935 shares; 2023Q4: 2,855 shares; 2024Q1: 3,852 shares; 2024Q2: 3,840 shares; 2024Q3: 3,782 shares 3,782 $616K 0.06% -58 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,517 shares; 2023Q3: 9,616 shares; 2023Q4: 8,785 shares; 2024Q1: 8,720 shares; 2024Q2: 9,290 shares; 2024Q3: 8,181 shares 8,181 $615K 0.06% -1,109 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,075 shares; 2023Q3: 17,300 shares; 2023Q4: 16,678 shares; 2024Q1: 15,993 shares; 2024Q2: 15,776 shares; 2024Q3: 12,923 shares 12,923 $610K 0.06% -2,853 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,320 shares; 2023Q3: 2,379 shares; 2023Q4: 2,284 shares; 2024Q1: 2,196 shares; 2024Q2: 2,197 shares; 2024Q3: 2,183 shares 2,183 $607K 0.06% -14 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,447 shares; 2023Q3: 1,501 shares; 2023Q4: 1,434 shares; 2024Q1: 1,347 shares; 2024Q2: 1,103 shares; 2024Q3: 1,152 shares 1,152 $596K 0.06% +49 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,206 shares; 2023Q3: 2,565 shares; 2023Q4: 2,450 shares; 2024Q1: 2,696 shares; 2024Q2: 2,922 shares; 2024Q3: 3,144 shares 3,144 $593K 0.06% +222 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 541 shares; 2023Q3: 662 shares; 2023Q4: 682 shares; 2024Q1: 649 shares; 2024Q2: 732 shares; 2024Q3: 658 shares 658 $584K 0.05% -74 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,710 shares; 2023Q3: 8,814 shares; 2023Q4: 8,263 shares; 2024Q1: 9,363 shares; 2024Q2: 8,875 shares; 2024Q3: 7,457 shares 7,457 $581K 0.05% -1,418 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,657 shares; 2023Q3: 2,622 shares; 2023Q4: 2,266 shares; 2024Q1: 2,284 shares; 2024Q2: 2,234 shares; 2024Q3: 2,081 shares 2,081 $576K 0.05% -153 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 433 shares; 2023Q3: 518 shares; 2023Q4: 602 shares; 2024Q1: 615 shares; 2024Q2: 632 shares; 2024Q3: 635 shares 635 $568K 0.05% +3 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,154 shares; 2023Q3: 3,168 shares; 2023Q4: 3,221 shares; 2024Q1: 3,172 shares; 2024Q2: 3,137 shares; 2024Q3: 3,444 shares 3,444 $565K 0.05% +307 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,269 shares; 2023Q3: 1,264 shares; 2023Q4: 1,192 shares; 2024Q1: 1,176 shares; 2024Q2: 1,178 shares; 2024Q3: 1,204 shares 1,204 $560K 0.05% +26 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,141 shares; 2024Q1: 2,586 shares; 2024Q2: 2,625 shares; 2024Q3: 2,699 shares 2,699 $557K 0.05% +74 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,783 shares; 2023Q3: 3,943 shares; 2023Q4: 4,042 shares; 2024Q1: 5,555 shares; 2024Q2: 5,278 shares; 2024Q3: 5,092 shares 5,092 $557K 0.05% -186 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,590 shares; 2023Q3: 7,458 shares; 2023Q4: 7,310 shares; 2024Q1: 7,405 shares; 2024Q2: 9,405 shares; 2024Q3: 8,835 shares 8,835 $554K 0.05% -570 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,015 shares; 2023Q3: 1,022 shares; 2023Q4: 1,359 shares; 2024Q1: 1,332 shares; 2024Q2: 1,117 shares; 2024Q3: 1,048 shares 1,048 $554K 0.05% -69 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,060 shares; 2023Q3: 2,084 shares; 2023Q4: 1,816 shares; 2024Q1: 2,038 shares; 2024Q2: 2,070 shares; 2024Q3: 2,037 shares 2,037 $552K 0.05% -33 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,794 shares; 2023Q3: 4,734 shares; 2023Q4: 4,474 shares; 2024Q1: 4,622 shares; 2024Q2: 4,752 shares; 2024Q3: 5,257 shares 5,257 $548K 0.05% +505 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,386 shares; 2023Q3: 17,784 shares; 2023Q4: 11,883 shares; 2024Q1: 13,515 shares; 2024Q2: 13,480 shares; 2024Q3: 12,809 shares 12,809 $548K 0.05% -671 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,041 shares; 2023Q3: 13,512 shares; 2023Q4: 8,404 shares; 2024Q1: 9,593 shares; 2024Q2: 9,100 shares; 2024Q3: 8,389 shares 8,389 $545K 0.05% -711 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,325 shares; 2023Q3: 7,814 shares; 2023Q4: 7,966 shares; 2024Q1: 6,353 shares; 2024Q2: 7,923 shares; 2024Q3: 5,819 shares 5,819 $534K 0.05% -2,104 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,287 shares; 2023Q3: 3,211 shares; 2023Q4: 3,211 shares; 2024Q1: 3,211 shares; 2024Q2: 3,211 shares; 2024Q3: 2,958 shares 2,958 $530K 0.05% -253 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,973 shares; 2023Q3: 2,496 shares; 2023Q4: 2,262 shares; 2024Q1: 2,193 shares; 2024Q2: 2,355 shares; 2024Q3: 2,312 shares 2,312 $530K 0.05% -43 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 15,682 shares; 2023Q3: 15,342 shares; 2023Q4: 15,342 shares; 2024Q1: 12,544 shares; 2024Q2: 14,346 shares; 2024Q3: 14,026 shares 14,026 $529K 0.05% -320 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,959 shares 12,959 $522K 0.05% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,408 shares; 2024Q2: 3,955 shares; 2024Q3: 3,957 shares 3,957 $521K 0.05% +2 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,562 shares; 2023Q3: 1,635 shares; 2023Q4: 1,708 shares; 2024Q1: 1,706 shares; 2024Q2: 1,443 shares; 2024Q3: 1,152 shares 1,152 $518K 0.05% -291 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 36,188 shares; 2023Q3: 36,188 shares; 2023Q4: 36,188 shares; 2024Q1: 36,188 shares; 2024Q2: 36,188 shares; 2024Q3: 36,204 shares 36,204 $511K 0.05% +16 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 35,521 shares; 2023Q4: 36,321 shares; 2024Q1: 36,285 shares; 2024Q2: 36,318 shares; 2024Q3: 37,221 shares 37,221 $508K 0.05% +903 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,034 shares; 2023Q3: 4,042 shares; 2023Q4: 3,323 shares; 2024Q1: 3,776 shares; 2024Q2: 3,755 shares; 2024Q3: 3,627 shares 3,627 $507K 0.05% -128 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,754 shares; 2023Q3: 6,085 shares; 2023Q4: 5,573 shares; 2024Q1: 5,066 shares; 2024Q2: 5,056 shares; 2024Q3: 4,878 shares 4,878 $506K 0.05% -178 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,291 shares; 2023Q3: 9,602 shares; 2023Q4: 9,602 shares; 2024Q1: 3,930 shares; 2024Q2: 5,214 shares; 2024Q3: 5,214 shares 5,214 $499K 0.05% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,819 shares; 2024Q1: 1,935 shares; 2024Q2: 1,952 shares; 2024Q3: 1,916 shares 1,916 $498K 0.05% -36 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,335 shares; 2023Q3: 17,227 shares; 2023Q4: 17,555 shares; 2024Q1: 17,020 shares; 2024Q2: 17,064 shares; 2024Q3: 17,042 shares 17,042 $496K 0.05% -22 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,071 shares; 2023Q3: 4,322 shares; 2023Q4: 4,537 shares; 2024Q1: 4,192 shares; 2024Q2: 3,918 shares; 2024Q3: 3,704 shares 3,704 $495K 0.05% -214 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,013 shares; 2023Q3: 15,942 shares; 2023Q4: 12,861 shares; 2024Q1: 14,535 shares; 2024Q2: 14,165 shares; 2024Q3: 14,065 shares 14,065 $493K 0.05% -100 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,533 shares; 2023Q3: 2,576 shares; 2023Q4: 2,715 shares; 2024Q1: 2,802 shares; 2024Q2: 2,850 shares; 2024Q3: 3,046 shares 3,046 $489K 0.05% +196 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,179 shares; 2023Q3: 10,785 shares; 2023Q4: 6,122 shares; 2024Q1: 9,990 shares; 2024Q2: 10,767 shares; 2024Q3: 10,690 shares 10,690 $489K 0.05% -77 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,791 shares; 2023Q3: 4,548 shares; 2023Q4: 4,548 shares; 2024Q1: 4,588 shares; 2024Q2: 6,525 shares; 2024Q3: 4,682 shares 4,682 $488K 0.05% -1,843 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,515 shares; 2023Q3: 7,919 shares; 2023Q4: 8,785 shares; 2024Q1: 8,350 shares; 2024Q2: 6,805 shares; 2024Q3: 6,586 shares 6,586 $485K 0.05% -219 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,705 shares; 2023Q3: 4,553 shares; 2023Q4: 5,010 shares; 2024Q1: 4,710 shares; 2024Q2: 4,545 shares; 2024Q3: 5,753 shares 5,753 $482K 0.04% +1,208 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,117 shares; 2023Q3: 1,868 shares; 2023Q4: 1,868 shares; 2024Q1: 1,880 shares; 2024Q2: 1,880 shares; 2024Q3: 1,830 shares 1,830 $482K 0.04% -50 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,617 shares; 2023Q3: 1,600 shares; 2023Q4: 2,518 shares; 2024Q1: 2,613 shares; 2024Q2: 2,707 shares; 2024Q3: 2,159 shares 2,159 $476K 0.04% -548 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,019 shares; 2023Q3: 6,835 shares; 2023Q4: 6,999 shares; 2024Q1: 6,898 shares; 2024Q2: 7,931 shares; 2024Q3: 7,440 shares 7,440 $468K 0.04% -491 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,093 shares 3,093 $467K 0.04% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,062 shares; 2023Q3: 4,067 shares; 2023Q4: not reported; 2024Q1: 7,973 shares; 2024Q2: 7,736 shares; 2024Q3: 7,641 shares 7,641 $467K 0.04% -95 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 744 shares; 2024Q2: 914 shares; 2024Q3: 988 shares 988 $464K 0.04% +74 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,467 shares; 2023Q3: 4,389 shares; 2023Q4: 4,250 shares; 2024Q1: 3,759 shares; 2024Q2: 3,793 shares; 2024Q3: 3,897 shares 3,897 $464K 0.04% +104 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,178 shares; 2023Q3: 1,264 shares; 2023Q4: 1,339 shares; 2024Q1: 1,310 shares; 2024Q2: 1,377 shares; 2024Q3: 1,337 shares 1,337 $463K 0.04% -40 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,000 shares; 2023Q3: 10,029 shares; 2023Q4: 10,029 shares; 2024Q1: 10,029 shares; 2024Q2: 10,009 shares; 2024Q3: 10,000 shares 10,000 $463K 0.04% -9 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 17,821 shares; 2023Q3: 16,095 shares; 2023Q4: 37,215 shares; 2024Q1: 38,378 shares; 2024Q2: 35,451 shares; 2024Q3: 27,627 shares 27,627 $463K 0.04% -7,824 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,982 shares; 2023Q3: 3,568 shares; 2023Q4: 3,568 shares; 2024Q1: 3,703 shares; 2024Q2: 3,661 shares; 2024Q3: 3,661 shares 3,661 $460K 0.04% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,168 shares; 2023Q3: 2,749 shares; 2023Q4: 2,986 shares; 2024Q1: 3,318 shares; 2024Q2: 3,333 shares; 2024Q3: 3,689 shares 3,689 $453K 0.04% +356 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,634 shares; 2023Q3: 2,520 shares; 2023Q4: 2,443 shares; 2024Q1: 7,065 shares; 2024Q2: 6,421 shares; 2024Q3: 6,381 shares 6,381 $453K 0.04% -40 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,056 shares; 2023Q3: 1,072 shares; 2023Q4: 1,125 shares; 2024Q1: 1,281 shares; 2024Q2: 1,472 shares; 2024Q3: 1,492 shares 1,492 $444K 0.04% +20 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,524 shares; 2023Q3: 7,294 shares; 2023Q4: 7,404 shares; 2024Q1: 7,395 shares; 2024Q2: 6,466 shares; 2024Q3: 5,603 shares 5,603 $439K 0.04% -863 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,683 shares; 2023Q3: 6,704 shares; 2023Q4: 6,723 shares; 2024Q1: 6,733 shares; 2024Q2: 6,752 shares; 2024Q3: 6,769 shares 6,769 $439K 0.04% +17 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 459 shares; 2023Q3: 463 shares; 2023Q4: 478 shares; 2024Q1: 521 shares; 2024Q2: 502 shares; 2024Q3: 525 shares 525 $437K 0.04% +23 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,407 shares; 2023Q3: 11,144 shares; 2023Q4: 11,025 shares; 2024Q1: 10,966 shares; 2024Q2: 12,403 shares; 2024Q3: 8,114 shares 8,114 $435K 0.04% -4,289 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,667 shares; 2023Q3: 8,825 shares; 2023Q4: 5,665 shares; 2024Q1: 8,277 shares; 2024Q2: 7,989 shares; 2024Q3: 7,463 shares 7,463 $431K 0.04% -526 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,840 shares; 2023Q3: 2,365 shares; 2023Q4: 2,179 shares; 2024Q1: 2,249 shares; 2024Q2: 2,329 shares; 2024Q3: 2,529 shares 2,529 $430K 0.04% +200 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,856 shares; 2023Q3: 5,675 shares; 2023Q4: 5,392 shares; 2024Q1: 4,943 shares; 2024Q2: 4,185 shares; 2024Q3: 4,029 shares 4,029 $424K 0.04% -156 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 326 shares; 2024Q3: 328 shares 328 $421K 0.04% +2 FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,006 shares; 2023Q3: 7,992 shares; 2023Q4: 7,596 shares; 2024Q1: 4,536 shares; 2024Q2: 4,667 shares; 2024Q3: 4,948 shares 4,948 $414K 0.04% +281 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,911 shares; 2023Q3: 6,481 shares; 2023Q4: 5,313 shares; 2024Q1: 5,851 shares; 2024Q2: 5,659 shares; 2024Q3: 5,600 shares 5,600 $405K 0.04% -59 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,833 shares; 2024Q2: 1,836 shares; 2024Q3: 1,820 shares 1,820 $402K 0.04% -16 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,779 shares; 2023Q3: 1,758 shares; 2023Q4: 1,791 shares; 2024Q1: 1,880 shares; 2024Q2: 2,101 shares; 2024Q3: 1,987 shares 1,987 $401K 0.04% -114 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,836 shares; 2023Q3: 1,864 shares; 2023Q4: 1,704 shares; 2024Q1: 1,546 shares; 2024Q2: 1,764 shares; 2024Q3: 1,683 shares 1,683 $387K 0.04% -81 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,389 shares; 2023Q3: 4,065 shares; 2023Q4: not reported; 2024Q1: 4,124 shares; 2024Q2: 5,547 shares; 2024Q3: 6,050 shares 6,050 $384K 0.04% +503 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,335 shares; 2023Q3: 3,335 shares; 2023Q4: 3,335 shares; 2024Q1: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 3,335 shares 3,335 $383K 0.04% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,190 shares; 2023Q3: 9,058 shares; 2023Q4: 7,948 shares; 2024Q1: 7,986 shares; 2024Q2: 8,019 shares; 2024Q3: 8,406 shares 8,406 $380K 0.04% +387 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,169 shares; 2023Q3: 4,924 shares; 2023Q4: 4,825 shares; 2024Q1: 4,612 shares; 2024Q2: 4,335 shares; 2024Q3: 4,313 shares 4,313 $379K 0.04% -22 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,379 shares; 2023Q4: 10,379 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,537 shares 10,537 $373K 0.03% +537 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 855 shares; 2024Q1: 947 shares; 2024Q2: 921 shares; 2024Q3: 1,080 shares 1,080 $369K 0.03% +159 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,672 shares; 2023Q3: 1,653 shares; 2023Q4: 2,086 shares; 2024Q1: 1,697 shares; 2024Q2: 1,701 shares; 2024Q3: 1,754 shares 1,754 $364K 0.03% +53 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 81 shares; 2023Q3: 84 shares; 2023Q4: 75 shares; 2024Q1: 77 shares; 2024Q2: 92 shares; 2024Q3: 86 shares 86 $363K 0.03% -6 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 8,058 shares; 2023Q4: 8,239 shares; 2024Q1: 8,204 shares; 2024Q2: 8,343 shares; 2024Q3: 8,775 shares 8,775 $359K 0.03% +432 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,025 shares; 2023Q3: 9,917 shares; 2023Q4: 3,699 shares; 2024Q1: 5,858 shares; 2024Q2: 4,915 shares; 2024Q3: 4,438 shares 4,438 $359K 0.03% -477 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,668 shares; 2023Q3: 3,828 shares; 2023Q4: 3,852 shares; 2024Q1: 3,882 shares; 2024Q2: 4,019 shares; 2024Q3: 4,284 shares 4,284 $358K 0.03% +265 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,002 shares; 2023Q3: 3,159 shares; 2023Q4: 3,124 shares; 2024Q1: 3,188 shares; 2024Q2: 3,389 shares; 2024Q3: 3,446 shares 3,446 $358K 0.03% +57 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,560 shares; 2023Q3: 7,390 shares; 2023Q4: 7,149 shares; 2024Q1: 10,302 shares; 2024Q2: 12,406 shares; 2024Q3: 11,361 shares 11,361 $357K 0.03% -1,045 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,068 shares; 2023Q3: 7,823 shares; 2023Q4: 7,678 shares; 2024Q1: 7,973 shares; 2024Q2: 8,032 shares; 2024Q3: 7,997 shares 7,997 $355K 0.03% -35 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,079 shares; 2023Q3: 9,096 shares; 2023Q4: 9,089 shares; 2024Q1: 9,187 shares; 2024Q2: 9,216 shares; 2024Q3: 9,133 shares 9,133 $352K 0.03% -83 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,675 shares; 2023Q3: 3,625 shares; 2023Q4: 3,266 shares; 2024Q1: 3,794 shares; 2024Q2: 3,925 shares; 2024Q3: 3,417 shares 3,417 $351K 0.03% -508 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,575 shares; 2024Q2: 5,528 shares; 2024Q3: 5,528 shares 5,528 $350K 0.03% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,963 shares; 2023Q3: not reported; 2023Q4: 2,210 shares; 2024Q1: 2,216 shares; 2024Q2: 2,295 shares; 2024Q3: 2,332 shares 2,332 $349K 0.03% +37 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,415 shares; 2023Q3: 2,343 shares; 2023Q4: 1,683 shares; 2024Q1: 2,143 shares; 2024Q2: 2,078 shares; 2024Q3: 2,488 shares 2,488 $349K 0.03% +410 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,652 shares; 2023Q3: 9,127 shares; 2023Q4: 8,593 shares; 2024Q1: 8,138 shares; 2024Q2: 7,847 shares; 2024Q3: 6,263 shares 6,263 $348K 0.03% -1,584 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,816 shares; 2024Q3: 3,185 shares 3,185 $347K 0.03% +369 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,762 shares; 2024Q3: 2,697 shares 2,697 $347K 0.03% -65 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 57,763 shares; 2023Q3: 57,763 shares; 2023Q4: 57,763 shares; 2024Q1: 49,558 shares; 2024Q2: 54,106 shares; 2024Q3: 54,106 shares 54,106 $344K 0.03% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,372 shares; 2023Q3: 1,289 shares; 2023Q4: 1,206 shares; 2024Q1: 1,159 shares; 2024Q2: 1,170 shares; 2024Q3: 1,247 shares 1,247 $344K 0.03% +77 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,649 shares; 2023Q3: 5,666 shares; 2023Q4: 4,783 shares; 2024Q1: 4,386 shares; 2024Q2: 4,373 shares; 2024Q3: 4,546 shares 4,546 $342K 0.03% +173 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,011 shares; 2023Q3: 3,135 shares; 2023Q4: 2,972 shares; 2024Q1: 3,004 shares; 2024Q2: 2,783 shares; 2024Q3: 2,796 shares 2,796 $339K 0.03% +13 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 22,102 shares; 2023Q3: 20,044 shares; 2023Q4: 16,801 shares; 2024Q1: 14,740 shares; 2024Q2: 15,403 shares; 2024Q3: 15,302 shares 15,302 $338K 0.03% -101 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,501 shares 7,501 $335K 0.03% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,211 shares; 2023Q3: 5,390 shares; 2023Q4: not reported; 2024Q1: 5,176 shares; 2024Q2: 5,939 shares; 2024Q3: 5,810 shares 5,810 $335K 0.03% -129 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,462 shares; 2023Q3: 2,391 shares; 2023Q4: 2,387 shares; 2024Q1: 2,395 shares; 2024Q2: 2,477 shares; 2024Q3: 2,383 shares 2,383 $333K 0.03% -94 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,144 shares; 2023Q3: 2,129 shares; 2023Q4: 1,865 shares; 2024Q1: 1,861 shares; 2024Q2: 1,893 shares; 2024Q3: 1,850 shares 1,850 $332K 0.03% -43 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,094 shares; 2023Q3: 1,073 shares; 2023Q4: 1,073 shares; 2024Q1: 1,073 shares; 2024Q2: 1,056 shares; 2024Q3: 1,056 shares 1,056 $332K 0.03% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 753 shares; 2023Q3: 760 shares; 2023Q4: 774 shares; 2024Q1: 907 shares; 2024Q2: 944 shares; 2024Q3: 912 shares 912 $330K 0.03% -32 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,710 shares; 2023Q3: 2,448 shares; 2023Q4: 2,316 shares; 2024Q1: 2,464 shares; 2024Q2: 2,350 shares; 2024Q3: 2,319 shares 2,319 $329K 0.03% -31 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,402 shares; 2023Q3: 7,021 shares; 2023Q4: 6,841 shares; 2024Q1: 6,772 shares; 2024Q2: 6,005 shares; 2024Q3: 5,989 shares 5,989 $329K 0.03% -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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,731 shares; 2023Q3: 3,680 shares; 2023Q4: 2,824 shares; 2024Q1: 3,211 shares; 2024Q2: 2,455 shares; 2024Q3: 2,530 shares 2,530 $324K 0.03% +75 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 733 shares; 2023Q3: 738 shares; 2023Q4: 739 shares; 2024Q1: 744 shares; 2024Q2: 752 shares; 2024Q3: 653 shares 653 $323K 0.03% -99 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,555 shares; 2024Q2: 1,411 shares; 2024Q3: 1,095 shares 1,095 $319K 0.03% -316 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,270 shares; 2023Q3: 1,416 shares; 2023Q4: 1,334 shares; 2024Q1: 1,183 shares; 2024Q2: 1,128 shares; 2024Q3: 758 shares 758 $316K 0.03% -370 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,055 shares; 2023Q3: 3,216 shares; 2023Q4: 3,220 shares; 2024Q1: 3,085 shares; 2024Q2: 3,097 shares; 2024Q3: 3,042 shares 3,042 $315K 0.03% -55 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,205 shares; 2023Q3: 5,089 shares; 2023Q4: 5,181 shares; 2024Q1: 5,433 shares; 2024Q2: 5,461 shares; 2024Q3: 5,005 shares 5,005 $313K 0.03% -456 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,294 shares; 2023Q4: 1,225 shares; 2024Q1: 1,123 shares; 2024Q2: 1,098 shares; 2024Q3: 1,117 shares 1,117 $313K 0.03% +19 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,283 shares; 2024Q1: 3,436 shares; 2024Q2: 3,380 shares; 2024Q3: 3,785 shares 3,785 $312K 0.03% +405 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,595 shares; 2023Q3: 5,455 shares; 2023Q4: 5,529 shares; 2024Q1: 5,477 shares; 2024Q2: 5,043 shares; 2024Q3: 4,258 shares 4,258 $312K 0.03% -785 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,130 shares; 2023Q3: 1,130 shares; 2023Q4: 1,085 shares; 2024Q1: 1,085 shares; 2024Q2: 1,085 shares; 2024Q3: 1,085 shares 1,085 $306K 0.03% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,588 shares; 2023Q3: 2,781 shares; 2023Q4: 2,272 shares; 2024Q1: 2,371 shares; 2024Q2: 2,217 shares; 2024Q3: 2,152 shares 2,152 $306K 0.03% -65 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,208 shares; 2023Q3: 3,901 shares; 2023Q4: 3,835 shares; 2024Q1: not reported; 2024Q2: 3,734 shares; 2024Q3: 3,426 shares 3,426 $306K 0.03% -308 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 355 shares; 2024Q1: 353 shares; 2024Q2: 367 shares; 2024Q3: 1,482 shares 1,482 $305K 0.03% +1,115 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,407 shares 7,407 $305K 0.03% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,229 shares; 2023Q3: 1,202 shares; 2023Q4: 1,166 shares; 2024Q1: 1,268 shares; 2024Q2: 1,592 shares; 2024Q3: 1,362 shares 1,362 $304K 0.03% -230 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,953 shares; 2023Q3: 27,833 shares; 2023Q4: 27,760 shares; 2024Q1: 26,296 shares; 2024Q2: 29,520 shares; 2024Q3: 28,697 shares 28,697 $303K 0.03% -823 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,456 shares; 2023Q3: 7,706 shares; 2023Q4: 5,145 shares; 2024Q1: 5,206 shares; 2024Q2: 4,201 shares; 2024Q3: 4,021 shares 4,021 $302K 0.03% -180 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,046 shares; 2023Q3: 1,153 shares; 2023Q4: 1,229 shares; 2024Q1: 1,246 shares; 2024Q2: 1,251 shares; 2024Q3: 1,267 shares 1,267 $301K 0.03% +16 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 970 shares; 2023Q3: 1,232 shares; 2023Q4: 1,385 shares; 2024Q1: 1,059 shares; 2024Q2: 1,037 shares; 2024Q3: 1,095 shares 1,095 $300K 0.03% +58 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,617 shares; 2023Q3: 4,904 shares; 2023Q4: 4,506 shares; 2024Q1: 3,092 shares; 2024Q2: 3,716 shares; 2024Q3: 3,835 shares 3,835 $298K 0.03% +119 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 361 shares; 2024Q2: 369 shares; 2024Q3: 384 shares 384 $297K 0.03% +15 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,465 shares; 2023Q3: 3,486 shares; 2023Q4: 3,486 shares; 2024Q1: 3,486 shares; 2024Q2: 3,486 shares; 2024Q3: 3,511 shares 3,511 $296K 0.03% +25 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,609 shares; 2023Q3: 1,561 shares; 2023Q4: 1,524 shares; 2024Q1: 1,457 shares; 2024Q2: 1,452 shares; 2024Q3: 1,464 shares 1,464 $294K 0.03% +12 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,024 shares; 2023Q3: 1,080 shares; 2023Q4: 1,159 shares; 2024Q1: 1,145 shares; 2024Q2: 1,171 shares; 2024Q3: 1,079 shares 1,079 $292K 0.03% -92 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,180 shares; 2023Q3: 1,198 shares; 2023Q4: 1,103 shares; 2024Q1: 1,156 shares; 2024Q2: 1,186 shares; 2024Q3: 1,211 shares 1,211 $292K 0.03% +25 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,514 shares 11,514 $291K 0.03% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,444 shares; 2023Q3: 2,389 shares; 2023Q4: 2,442 shares; 2024Q1: 2,388 shares; 2024Q2: 2,139 shares; 2024Q3: 2,139 shares 2,139 $290K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,802 shares; 2023Q3: 4,644 shares; 2023Q4: 4,489 shares; 2024Q1: 4,735 shares; 2024Q2: 4,995 shares; 2024Q3: 4,875 shares 4,875 $287K 0.03% -120 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,781 shares 4,781 $286K 0.03% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,004 shares; 2023Q3: 951 shares; 2023Q4: 936 shares; 2024Q1: 946 shares; 2024Q2: 959 shares; 2024Q3: 944 shares 944 $285K 0.03% -15 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 486 shares; 2023Q3: 486 shares; 2023Q4: 522 shares; 2024Q1: 533 shares; 2024Q2: 497 shares; 2024Q3: 499 shares 499 $284K 0.03% +2 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,261 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,639 shares 3,639 $284K 0.03% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,825 shares 13,825 $283K 0.03% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,113 shares; 2024Q1: 2,105 shares; 2024Q2: 2,134 shares; 2024Q3: 1,961 shares 1,961 $281K 0.03% -173 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,056 shares 3,056 $279K 0.03% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 161 shares; 2023Q3: 157 shares; 2023Q4: 153 shares; 2024Q1: 151 shares; 2024Q2: 165 shares; 2024Q3: 177 shares 177 $278K 0.03% +12 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,813 shares; 2023Q4: 2,764 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,606 shares 2,606 $277K 0.03% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,984 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,912 shares; 2024Q2: not reported; 2024Q3: 7,197 shares 7,197 $273K 0.03% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,166 shares; 2023Q3: 1,166 shares; 2023Q4: 1,049 shares; 2024Q1: 1,049 shares; 2024Q2: 1,049 shares; 2024Q3: 1,049 shares 1,049 $273K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 458 shares; 2023Q3: not reported; 2023Q4: 520 shares; 2024Q1: 555 shares; 2024Q2: 555 shares; 2024Q3: 516 shares 516 $268K 0.02% -39 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,085 shares; 2023Q3: 4,081 shares; 2023Q4: 2,992 shares; 2024Q1: 2,994 shares; 2024Q2: 2,994 shares; 2024Q3: 2,961 shares 2,961 $265K 0.02% -33 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 532 shares; 2024Q1: 526 shares; 2024Q2: 565 shares; 2024Q3: 559 shares 559 $263K 0.02% -6 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 905 shares; 2024Q3: 990 shares 990 $262K 0.02% +85 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,024 shares; 2023Q3: 5,803 shares; 2023Q4: 5,705 shares; 2024Q1: 7,014 shares; 2024Q2: 6,866 shares; 2024Q3: 6,450 shares 6,450 $262K 0.02% -416 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,048 shares; 2023Q3: 5,100 shares; 2023Q4: 4,594 shares; 2024Q1: 3,427 shares; 2024Q2: 3,328 shares; 2024Q3: 2,896 shares 2,896 $261K 0.02% -432 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,340 shares; 2023Q3: 3,222 shares; 2023Q4: 3,073 shares; 2024Q1: 2,483 shares; 2024Q2: 2,352 shares; 2024Q3: 2,080 shares 2,080 $260K 0.02% -272 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,153 shares; 2023Q3: 9,122 shares; 2023Q4: 7,803 shares; 2024Q1: 7,825 shares; 2024Q2: 7,894 shares; 2024Q3: 7,845 shares 7,845 $260K 0.02% -49 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 81,764 shares; 2023Q3: 83,428 shares; 2023Q4: 80,062 shares; 2024Q1: 71,240 shares; 2024Q2: 82,780 shares; 2024Q3: 82,986 shares 82,986 $259K 0.02% +206 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,423 shares; 2023Q3: 1,381 shares; 2023Q4: 1,313 shares; 2024Q1: 1,331 shares; 2024Q2: 1,315 shares; 2024Q3: 1,317 shares 1,317 $257K 0.02% +2 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,078 shares; 2024Q2: not reported; 2024Q3: 2,061 shares 2,061 $257K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,683 shares; 2023Q3: 5,573 shares; 2023Q4: 5,026 shares; 2024Q1: 4,368 shares; 2024Q2: 3,939 shares; 2024Q3: 3,966 shares 3,966 $256K 0.02% +27 JPMB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,304 shares 6,304 $256K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,348 shares; 2023Q3: 4,123 shares; 2023Q4: 4,073 shares; 2024Q1: 4,223 shares; 2024Q2: 4,093 shares; 2024Q3: 3,859 shares 3,859 $254K 0.02% -234 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,021 shares; 2023Q3: 6,021 shares; 2023Q4: 6,021 shares; 2024Q1: 6,021 shares; 2024Q2: 6,021 shares; 2024Q3: 4,818 shares 4,818 $253K 0.02% -1,203 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,737 shares 3,737 $252K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,990 shares; 2023Q3: 3,776 shares; 2023Q4: not reported; 2024Q1: 3,576 shares; 2024Q2: 3,681 shares; 2024Q3: 3,228 shares 3,228 $252K 0.02% -453 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 623 shares; 2024Q3: 616 shares 616 $250K 0.02% -7 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,040 shares; 2023Q3: 1,040 shares; 2023Q4: 1,040 shares; 2024Q1: 1,040 shares; 2024Q2: 1,040 shares; 2024Q3: 1,040 shares 1,040 $250K 0.02% 0 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,389 shares; 2024Q3: 1,396 shares 1,396 $249K 0.02% +7 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,377 shares; 2024Q1: 3,380 shares; 2024Q2: 3,386 shares; 2024Q3: 3,425 shares 3,425 $247K 0.02% +39 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,908 shares; 2024Q2: 2,936 shares; 2024Q3: 2,811 shares 2,811 $246K 0.02% -125 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,745 shares; 2023Q3: 2,745 shares; 2023Q4: 2,517 shares; 2024Q1: 2,043 shares; 2024Q2: 2,043 shares; 2024Q3: 2,043 shares 2,043 $240K 0.02% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,143 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,365 shares; 2024Q3: 2,435 shares 2,435 $239K 0.02% +70 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,710 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,833 shares 3,833 $238K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,744 shares; 2024Q2: 1,759 shares; 2024Q3: 1,759 shares 1,759 $238K 0.02% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,039 shares 1,039 $232K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 196 shares; 2024Q2: 206 shares; 2024Q3: 201 shares 201 $231K 0.02% -5 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,214 shares 2,214 $229K 0.02% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,334 shares; 2024Q1: 8,423 shares; 2024Q2: 8,369 shares; 2024Q3: 8,388 shares 8,388 $227K 0.02% +19 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 823 shares; 2024Q2: not reported; 2024Q3: 925 shares 925 $226K 0.02% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,009 shares 2,009 $225K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 471 shares 471 $224K 0.02% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,781 shares 2,781 $223K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,318 shares; 2023Q3: 2,288 shares; 2023Q4: 2,007 shares; 2024Q1: not reported; 2024Q2: 2,033 shares; 2024Q3: 1,937 shares 1,937 $223K 0.02% -96 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,386 shares 3,386 $221K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 934 shares; 2024Q2: 898 shares; 2024Q3: 896 shares 896 $220K 0.02% -2 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,378 shares; 2023Q3: 6,961 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,002 shares 6,002 $220K 0.02% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,704 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,617 shares 4,617 $220K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 271 shares; 2024Q2: 224 shares; 2024Q3: 211 shares 211 $219K 0.02% -13 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,142 shares; 2023Q3: 3,543 shares; 2023Q4: 2,223 shares; 2024Q1: 2,296 shares; 2024Q2: not reported; 2024Q3: 1,844 shares 1,844 $219K 0.02% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,924 shares; 2024Q2: 20,270 shares; 2024Q3: 20,640 shares 20,640 $218K 0.02% +370 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,277 shares; 2023Q3: 12,120 shares; 2023Q4: not reported; 2024Q1: 11,383 shares; 2024Q2: 11,231 shares; 2024Q3: 10,874 shares 10,874 $218K 0.02% -357 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,181 shares; 2023Q3: 13,757 shares; 2023Q4: 12,492 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,497 shares 6,497 $216K 0.02% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 911 shares; 2024Q1: 819 shares; 2024Q2: 808 shares; 2024Q3: 854 shares 854 $214K 0.02% +46 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,412 shares; 2023Q3: 4,147 shares; 2023Q4: 3,979 shares; 2024Q1: 3,738 shares; 2024Q2: 3,645 shares; 2024Q3: 3,601 shares 3,601 $213K 0.02% -44 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,556 shares 1,556 $213K 0.02% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 229 shares; 2024Q1: not reported; 2024Q2: 193 shares; 2024Q3: 202 shares 202 $212K 0.02% +9 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,988 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,670 shares; 2024Q2: 4,711 shares; 2024Q3: 4,463 shares 4,463 $212K 0.02% -248 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,238 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,782 shares 1,782 $211K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,616 shares 2,616 $211K 0.02% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,010 shares 8,010 $210K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,780 shares 1,780 $209K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,057 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,996 shares 2,996 $209K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 570 shares 570 $207K 0.02% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,175 shares; 2023Q3: 3,394 shares; 2023Q4: 3,000 shares; 2024Q1: 2,867 shares; 2024Q2: not reported; 2024Q3: 2,637 shares 2,637 $204K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,317 shares; 2023Q3: 17,301 shares; 2023Q4: 15,674 shares; 2024Q1: 14,875 shares; 2024Q2: 13,506 shares; 2024Q3: 8,674 shares 8,674 $203K 0.02% -4,832 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,968 shares; 2023Q4: 1,841 shares; 2024Q1: 1,808 shares; 2024Q2: not reported; 2024Q3: 1,254 shares 1,254 $203K 0.02% new 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 880 shares 880 $203K 0.02% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,707 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,578 shares; 2024Q2: not reported; 2024Q3: 2,483 shares 2,483 $202K 0.02% new Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,515 shares 1,515 $200K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,235 shares; 2023Q3: 14,096 shares; 2023Q4: 12,570 shares; 2024Q1: 12,756 shares; 2024Q2: 12,960 shares; 2024Q3: 12,286 shares 12,286 $197K 0.02% -674 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,314 shares; 2023Q3: 11,314 shares; 2023Q4: 11,314 shares; 2024Q1: 11,314 shares; 2024Q2: 11,314 shares; 2024Q3: 11,314 shares 11,314 $192K 0.02% 0 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,055 shares; 2023Q3: 20,178 shares; 2023Q4: 20,178 shares; 2024Q1: 20,171 shares; 2024Q2: 20,083 shares; 2024Q3: 20,035 shares 20,035 $137K 0.01% -48 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,112 shares; 2024Q3: 11,206 shares 11,206 $130K 0.01% +94 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,724 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,921 shares; 2024Q2: 13,892 shares; 2024Q3: 10,076 shares 10,076 $114K 0.01% -3,816 DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 50,000 shares; 2023Q3: 50,000 shares; 2023Q4: 50,000 shares; 2024Q1: 50,000 shares; 2024Q2: 50,000 shares; 2024Q3: 50,000 shares 50,000 $91.5K 0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,438 shares; 2023Q3: 20,438 shares; 2023Q4: 20,438 shares; 2024Q1: 20,438 shares; 2024Q2: 20,438 shares; 2024Q3: 20,477 shares 20,477 $41K <0.01% +39 Timeline NMTC NEUROONE MED TECHNOLOGIES CO More: the full row for NEUROONE MED TECHNOLOGIES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,000 shares 12,000 $11.9K <0.01% new Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 25,000 shares; 2023Q3: 25,000 shares; 2023Q4: 25,000 shares; 2024Q1: 25,000 shares; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares 25,000 $9.8K <0.01% 0 Timeline