PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,108,318 shares; 2025Q1: 1,091,364 shares; 2025Q2: 1,061,947 shares; 2025Q3: 1,055,916 shares 1,055,916 $172M 5.37% -6,031 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,627,025 shares; 2025Q3: 3,283,074 shares 3,283,074 $137M 4.29% +656,049 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825,191 shares; 2025Q1: 781,342 shares; 2025Q2: 745,910 shares; 2025Q3: 705,840 shares 705,840 $132M 4.12% -40,070 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,827,593 shares; 2025Q1: 3,098,076 shares; 2025Q2: 3,376,574 shares; 2025Q3: 3,412,175 shares 3,412,175 $130M 4.06% +35,601 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 263,364 shares; 2025Q1: 259,590 shares; 2025Q2: 246,444 shares; 2025Q3: 242,751 shares 242,751 $126M 3.93% -3,693 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 502,193 shares; 2025Q1: 488,285 shares; 2025Q2: 478,791 shares; 2025Q3: 474,459 shares 474,459 $121M 3.78% -4,332 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379,172 shares; 2025Q1: 367,814 shares; 2025Q2: 348,262 shares; 2025Q3: 332,664 shares 332,664 $105M 3.28% -15,598 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395,358 shares; 2025Q1: 371,359 shares; 2025Q2: 370,176 shares; 2025Q3: 353,304 shares 353,304 $85.9M 2.69% -16,872 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 934,620 shares; 2025Q1: 857,875 shares; 2025Q2: 819,189 shares; 2025Q3: 815,847 shares 815,847 $55.8M 1.75% -3,342 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,665 shares; 2025Q1: 197,830 shares; 2025Q2: 191,977 shares; 2025Q3: 194,566 shares 194,566 $47.8M 1.5% +2,589 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 349,159 shares; 2025Q2: 378,614 shares; 2025Q3: 326,963 shares 326,963 $47.6M 1.49% -51,651 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,057 shares; 2025Q1: 46,482 shares; 2025Q2: 57,733 shares; 2025Q3: 62,149 shares 62,149 $45.6M 1.43% +4,416 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,515 shares; 2025Q1: 203,328 shares; 2025Q2: 199,884 shares; 2025Q3: 206,604 shares 206,604 $45.6M 1.43% +6,720 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,961 shares; 2025Q1: 41,803 shares; 2025Q2: 77,886 shares; 2025Q3: 69,379 shares 69,379 $42.7M 1.33% -8,507 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,079 shares; 2025Q1: 126,554 shares; 2025Q2: 123,407 shares; 2025Q3: 120,627 shares 120,627 $42.4M 1.33% -2,780 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260,399 shares; 2025Q1: 247,737 shares; 2025Q2: 269,826 shares; 2025Q3: 273,127 shares 273,127 $42M 1.31% +3,301 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,906 shares; 2025Q1: 180,013 shares; 2025Q2: 197,520 shares; 2025Q3: 187,491 shares 187,491 $41.2M 1.29% -10,029 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,815 shares; 2025Q1: 247,656 shares; 2025Q2: 282,096 shares; 2025Q3: 241,607 shares 241,607 $40.9M 1.28% -40,489 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,655 shares; 2025Q1: 88,625 shares; 2025Q2: 86,547 shares; 2025Q3: 89,175 shares 89,175 $40.8M 1.28% +2,628 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345,009 shares; 2025Q1: 278,362 shares; 2025Q2: 255,154 shares; 2025Q3: 154,590 shares 154,590 $39.9M 1.25% -100,564 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 261,578 shares; 2025Q1: 280,277 shares; 2025Q2: 293,662 shares; 2025Q3: 275,359 shares 275,359 $39.8M 1.24% -18,303 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,713,574 shares; 2025Q1: 2,529,670 shares; 2025Q2: 2,183,041 shares; 2025Q3: 2,165,921 shares 2,165,921 $39.5M 1.24% -17,120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,208 shares; 2025Q1: 60,991 shares; 2025Q2: 55,838 shares; 2025Q3: 52,758 shares 52,758 $39.4M 1.23% -3,080 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,884 shares; 2025Q1: 124,894 shares; 2025Q2: 133,134 shares; 2025Q3: 128,194 shares 128,194 $39M 1.22% -4,940 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861,124 shares; 2025Q3: 905,475 shares 905,475 $38.1M 1.19% +44,351 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,206 shares; 2025Q1: 172,799 shares; 2025Q2: 173,061 shares; 2025Q3: 185,664 shares 185,664 $37.8M 1.18% +12,603 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33,634 shares; 2025Q2: 41,113 shares; 2025Q3: 39,843 shares 39,843 $36.7M 1.15% -1,270 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,355 shares; 2025Q1: 124,279 shares; 2025Q2: 129,667 shares; 2025Q3: 147,143 shares 147,143 $36.3M 1.14% +17,476 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,700 shares; 2025Q1: 108,937 shares; 2025Q2: 102,321 shares; 2025Q3: 99,382 shares 99,382 $33.9M 1.06% -2,939 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 481,410 shares; 2025Q1: 471,648 shares; 2025Q2: 423,608 shares; 2025Q3: 360,499 shares 360,499 $33.8M 1.06% -63,109 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,631 shares; 2025Q2: 31,194 shares; 2025Q3: 28,954 shares 28,954 $33.8M 1.06% -2,240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,994 shares; 2025Q1: 30,680 shares; 2025Q2: 33,424 shares; 2025Q3: 34,367 shares 34,367 $31.8M 1% +943 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465,638 shares; 2025Q1: 420,369 shares; 2025Q2: 454,868 shares; 2025Q3: 466,784 shares 466,784 $31M 0.97% +11,916 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,033 shares; 2025Q1: 103,631 shares; 2025Q2: 114,532 shares; 2025Q3: 129,198 shares 129,198 $30.6M 0.96% +14,666 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259,965 shares; 2025Q1: 237,788 shares; 2025Q2: 227,790 shares; 2025Q3: 220,900 shares 220,900 $29.6M 0.93% -6,890 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189,564 shares; 2025Q1: 184,084 shares; 2025Q2: 174,461 shares; 2025Q3: 169,801 shares 169,801 $28.6M 0.89% -4,660 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312,136 shares; 2025Q1: 306,575 shares; 2025Q2: 294,781 shares; 2025Q3: 269,036 shares 269,036 $26.5M 0.83% -25,745 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,316 shares; 2025Q1: 57,294 shares; 2025Q2: 56,318 shares; 2025Q3: 54,486 shares 54,486 $26.5M 0.83% -1,832 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 335,194 shares; 2025Q1: 333,585 shares; 2025Q2: 348,102 shares; 2025Q3: 347,162 shares 347,162 $26.2M 0.82% -940 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,697 shares; 2025Q1: 127,173 shares; 2025Q2: 117,627 shares; 2025Q3: 110,555 shares 110,555 $25.6M 0.8% -7,072 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324,110 shares; 2025Q1: 318,400 shares; 2025Q2: 292,045 shares; 2025Q3: 266,111 shares 266,111 $25.4M 0.79% -25,934 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244 shares; 2025Q1: 310 shares; 2025Q2: 253 shares; 2025Q3: 20,798 shares 20,798 $24.9M 0.78% +20,545 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,107 shares; 2025Q1: 47,940 shares; 2025Q2: 47,285 shares; 2025Q3: 46,785 shares 46,785 $23.5M 0.74% -500 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285,137 shares; 2025Q1: 282,437 shares; 2025Q2: 321,045 shares; 2025Q3: 349,281 shares 349,281 $23.5M 0.73% +28,236 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174,296 shares; 2025Q1: 166,724 shares; 2025Q2: 152,559 shares; 2025Q3: 146,118 shares 146,118 $22.7M 0.71% -6,441 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491,225 shares; 2025Q1: 484,690 shares; 2025Q2: 494,509 shares; 2025Q3: 485,793 shares 485,793 $22.5M 0.7% -8,716 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223,927 shares; 2025Q1: 216,321 shares; 2025Q2: 200,187 shares; 2025Q3: 193,666 shares 193,666 $21.8M 0.68% -6,521 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,623 shares; 2025Q3: 292,023 shares 292,023 $19.2M 0.6% +9,400 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228,785 shares; 2025Q1: 245,760 shares; 2025Q2: 294,895 shares; 2025Q3: 319,092 shares 319,092 $19.1M 0.6% +24,197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,865 shares; 2025Q2: 89,235 shares; 2025Q3: 88,912 shares 88,912 $18.9M 0.59% -323 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 843,002 shares; 2025Q1: 884,325 shares; 2025Q2: 743,574 shares; 2025Q3: 712,183 shares 712,183 $17.9M 0.56% -31,391 Timeline RDVI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690,543 shares; 2025Q1: 700,203 shares; 2025Q2: 718,063 shares; 2025Q3: 693,897 shares 693,897 $17.9M 0.56% -24,166 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,468 shares; 2025Q1: 106,516 shares; 2025Q2: 100,693 shares; 2025Q3: 95,472 shares 95,472 $17.7M 0.55% -5,221 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,723 shares; 2025Q1: 47,378 shares; 2025Q2: 47,723 shares; 2025Q3: 46,373 shares 46,373 $17.1M 0.54% -1,350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,323 shares; 2025Q1: 83,769 shares; 2025Q2: 86,201 shares; 2025Q3: 83,753 shares 83,753 $16.6M 0.52% -2,448 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,801 shares; 2025Q1: 49,764 shares; 2025Q2: 42,735 shares; 2025Q3: 237,541 shares 237,541 $16.6M 0.52% +194,806 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,168 shares; 2025Q1: 47,506 shares; 2025Q2: 48,671 shares; 2025Q3: 48,646 shares 48,646 $16M 0.5% -25 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,593 shares; 2025Q1: 106,017 shares; 2025Q2: 94,105 shares; 2025Q3: 83,576 shares 83,576 $15.7M 0.49% -10,529 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 420,476 shares; 2025Q1: 430,153 shares; 2025Q2: 468,517 shares; 2025Q3: 514,434 shares 514,434 $14.8M 0.46% +45,917 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,884 shares; 2025Q1: 23,108 shares; 2025Q2: 21,732 shares; 2025Q3: 21,673 shares 21,673 $14.5M 0.45% -59 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 18 shares; 2025Q3: 18 shares 18 $13.6M 0.42% 0 Timeline FTGS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326,071 shares; 2025Q1: 335,785 shares; 2025Q2: 320,732 shares; 2025Q3: 368,130 shares 368,130 $13.2M 0.41% +47,398 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232,852 shares; 2025Q1: 205,210 shares; 2025Q2: 189,431 shares; 2025Q3: 172,605 shares 172,605 $13M 0.41% -16,826 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,077 shares; 2025Q1: 149,374 shares; 2025Q2: 138,012 shares; 2025Q3: 135,287 shares 135,287 $12.8M 0.4% -2,725 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,972 shares; 2025Q1: 32,160 shares; 2025Q2: 31,670 shares; 2025Q3: 31,473 shares 31,473 $12.8M 0.4% -197 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,136 shares; 2025Q1: 86,562 shares; 2025Q2: 88,228 shares; 2025Q3: 86,364 shares 86,364 $12.6M 0.4% -1,864 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,273 shares; 2025Q1: 29,404 shares; 2025Q2: 28,613 shares; 2025Q3: 28,854 shares 28,854 $12.3M 0.38% +241 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,132 shares; 2025Q1: 147,725 shares; 2025Q2: 149,203 shares; 2025Q3: 159,599 shares 159,599 $12.2M 0.38% +10,396 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329,616 shares; 2025Q1: 325,551 shares; 2025Q2: 287,810 shares; 2025Q3: 290,427 shares 290,427 $12.2M 0.38% +2,617 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,852 shares; 2025Q1: 16,035 shares; 2025Q2: 15,057 shares; 2025Q3: 15,676 shares 15,676 $12.1M 0.38% +619 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,715 shares; 2025Q1: 32,544 shares; 2025Q2: 29,180 shares; 2025Q3: 24,715 shares 24,715 $11.7M 0.37% -4,465 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,046 shares; 2025Q1: 37,334 shares; 2025Q2: 34,761 shares; 2025Q3: 36,610 shares 36,610 $11.4M 0.36% +1,849 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,607 shares; 2025Q1: 84,187 shares; 2025Q2: 76,081 shares; 2025Q3: 71,928 shares 71,928 $11.3M 0.35% -4,153 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,573 shares; 2025Q1: 126,782 shares; 2025Q2: 125,374 shares; 2025Q3: 116,133 shares 116,133 $11.1M 0.35% -9,241 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,786 shares; 2025Q1: 87,701 shares; 2025Q2: 139,863 shares; 2025Q3: 183,461 shares 183,461 $11M 0.34% +43,598 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,438 shares; 2025Q1: 296,851 shares; 2025Q2: 273,810 shares; 2025Q3: 276,161 shares 276,161 $9.49M 0.3% +2,351 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,167 shares; 2025Q1: 38,256 shares; 2025Q2: 42,578 shares; 2025Q3: 45,537 shares 45,537 $8.52M 0.27% +2,959 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,622 shares; 2025Q1: 47,770 shares; 2025Q2: 46,000 shares; 2025Q3: 44,247 shares 44,247 $8.51M 0.27% -1,753 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,271 shares; 2025Q1: 30,193 shares; 2025Q2: 29,292 shares; 2025Q3: 28,417 shares 28,417 $8.34M 0.26% -875 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302,214 shares; 2025Q1: 321,003 shares; 2025Q2: 313,553 shares; 2025Q3: 327,386 shares 327,386 $8.05M 0.25% +13,833 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,437 shares; 2025Q1: 10,845 shares; 2025Q2: 10,793 shares; 2025Q3: 10,530 shares 10,530 $8.03M 0.25% -263 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,757 shares 55,757 $7.98M 0.25% new Timeline EMLP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,321 shares; 2025Q1: 171,800 shares; 2025Q2: 187,467 shares; 2025Q3: 204,923 shares 204,923 $7.85M 0.25% +17,456 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,901 shares; 2025Q1: 123,932 shares; 2025Q2: 132,395 shares; 2025Q3: 128,442 shares 128,442 $7.81M 0.24% -3,953 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477,784 shares; 2025Q1: 545,453 shares; 2025Q2: 280,312 shares; 2025Q3: 196,223 shares 196,223 $7.69M 0.24% -84,089 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,460 shares; 2025Q1: 44,637 shares; 2025Q2: 48,076 shares; 2025Q3: 36,579 shares 36,579 $7.49M 0.23% -11,497 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,555 shares; 2025Q1: 54,446 shares; 2025Q2: 50,116 shares; 2025Q3: 53,096 shares 53,096 $7.46M 0.23% +2,980 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,546 shares; 2025Q1: 58,779 shares; 2025Q2: 56,323 shares; 2025Q3: 56,180 shares 56,180 $7.37M 0.23% -143 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,948 shares; 2025Q1: 178,358 shares; 2025Q2: 163,316 shares; 2025Q3: 158,640 shares 158,640 $7.05M 0.22% -4,676 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,846 shares; 2025Q1: 47,589 shares; 2025Q2: 17,114 shares; 2025Q3: 13,175 shares 13,175 $6.58M 0.21% -3,939 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,336 shares; 2025Q1: 10,338 shares; 2025Q2: 10,573 shares; 2025Q3: 10,644 shares 10,644 $6.52M 0.2% +71 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,834 shares; 2025Q1: 17,086 shares; 2025Q2: 15,687 shares; 2025Q3: 16,002 shares 16,002 $6.34M 0.2% +315 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,864 shares; 2025Q1: 7,864 shares; 2025Q2: 219,512 shares; 2025Q3: 265,642 shares 265,642 $6.05M 0.19% +46,130 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,251 shares; 2025Q1: 27,256 shares; 2025Q2: 27,089 shares; 2025Q3: 26,939 shares 26,939 $5.53M 0.17% -150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,267 shares; 2025Q1: 16,733 shares; 2025Q2: 16,638 shares; 2025Q3: 16,003 shares 16,003 $5.32M 0.17% -635 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,639 shares; 2025Q1: 13,003 shares; 2025Q2: 12,792 shares; 2025Q3: 12,519 shares 12,519 $5.28M 0.17% -273 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,088 shares; 2025Q1: 44,702 shares; 2025Q2: 44,702 shares; 2025Q3: 44,007 shares 44,007 $5.19M 0.16% -695 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,434 shares; 2025Q1: 61,408 shares; 2025Q2: 57,741 shares; 2025Q3: 54,208 shares 54,208 $4.96M 0.16% -3,533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,493 shares; 2025Q1: 47,696 shares; 2025Q2: 44,330 shares; 2025Q3: 42,889 shares 42,889 $4.91M 0.15% -1,441 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,818 shares; 2025Q1: 27,775 shares; 2025Q2: 25,452 shares; 2025Q3: 24,182 shares 24,182 $4.86M 0.15% -1,270 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,191 shares; 2025Q1: 20,085 shares; 2025Q2: 18,939 shares; 2025Q3: 17,697 shares 17,697 $4.83M 0.15% -1,242 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,553 shares; 2025Q1: 60,150 shares; 2025Q2: 60,199 shares; 2025Q3: 60,066 shares 60,066 $4.69M 0.15% -133 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,831 shares; 2025Q1: 31,416 shares; 2025Q2: 30,036 shares; 2025Q3: 33,655 shares 33,655 $4.42M 0.14% +3,619 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,800 shares; 2025Q1: 51,634 shares; 2025Q2: 51,575 shares; 2025Q3: 46,125 shares 46,125 $4.33M 0.14% -5,450 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 93,476 shares; 2025Q2: 64,268 shares; 2025Q3: 103,572 shares 103,572 $4.27M 0.13% +39,304 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,119 shares; 2025Q1: 29,519 shares; 2025Q2: 43,186 shares; 2025Q3: 67,103 shares 67,103 $4.22M 0.13% +23,917 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,269 shares; 2025Q1: 77,525 shares; 2025Q2: 120,730 shares; 2025Q3: 186,375 shares 186,375 $4.19M 0.13% +65,645 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,673 shares; 2025Q1: 6,511 shares; 2025Q2: 6,493 shares; 2025Q3: 6,243 shares 6,243 $4.16M 0.13% -250 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,785 shares; 2025Q1: 25,925 shares; 2025Q2: 18,601 shares; 2025Q3: 15,150 shares 15,150 $4.15M 0.13% -3,451 Timeline FTRI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326,108 shares; 2025Q1: 323,678 shares; 2025Q2: 299,010 shares; 2025Q3: 265,110 shares 265,110 $4.03M 0.13% -33,900 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,466 shares; 2025Q1: 242,876 shares; 2025Q2: 239,188 shares; 2025Q3: 232,652 shares 232,652 $4.02M 0.13% -6,536 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,665 shares; 2025Q1: 51,233 shares; 2025Q2: 49,239 shares; 2025Q3: 47,375 shares 47,375 $3.98M 0.12% -1,864 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,967 shares; 2025Q1: 14,672 shares; 2025Q2: 17,015 shares; 2025Q3: 14,970 shares 14,970 $3.89M 0.12% -2,045 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,298 shares; 2025Q1: 11,976 shares; 2025Q2: 11,265 shares; 2025Q3: 11,378 shares 11,378 $3.88M 0.12% +113 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,219 shares; 2025Q1: 15,821 shares; 2025Q2: 10,648 shares; 2025Q3: 12,897 shares 12,897 $3.82M 0.12% +2,249 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,912 shares; 2025Q1: 11,600 shares; 2025Q2: 11,273 shares; 2025Q3: 11,277 shares 11,277 $3.72M 0.12% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,197 shares; 2025Q1: 73,453 shares; 2025Q2: 73,706 shares; 2025Q3: 69,990 shares 69,990 $3.61M 0.11% -3,716 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,281 shares; 2025Q1: 51,491 shares; 2025Q2: 47,720 shares; 2025Q3: 24,446 shares 24,446 $3.5M 0.11% -23,274 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,278 shares; 2025Q1: 14,007 shares; 2025Q2: 13,335 shares; 2025Q3: 12,347 shares 12,347 $3.48M 0.11% -988 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,298 shares; 2025Q1: 8,222 shares; 2025Q2: 7,454 shares; 2025Q3: 7,191 shares 7,191 $3.43M 0.11% -263 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,110 shares; 2025Q1: 17,666 shares; 2025Q2: 17,113 shares; 2025Q3: 17,068 shares 17,068 $3.29M 0.1% -45 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,676 shares; 2025Q1: 10,623 shares; 2025Q2: 10,440 shares; 2025Q3: 10,593 shares 10,593 $3.19M 0.1% +153 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,839 shares; 2025Q1: 11,260 shares; 2025Q2: 10,966 shares; 2025Q3: 11,218 shares 11,218 $3.15M 0.1% +252 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,573 shares; 2025Q1: 11,142 shares; 2025Q2: 11,049 shares; 2025Q3: 10,869 shares 10,869 $3.07M 0.1% -180 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,414 shares; 2025Q1: 24,165 shares; 2025Q2: 22,497 shares; 2025Q3: 22,123 shares 22,123 $3.07M 0.1% -374 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,094 shares; 2025Q3: 40,000 shares 40,000 $3.06M 0.1% -94 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,030 shares; 2025Q1: 17,148 shares; 2025Q2: 16,439 shares; 2025Q3: 16,363 shares 16,363 $3.01M 0.09% -76 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,241 shares; 2025Q1: 111,340 shares; 2025Q2: 132,207 shares; 2025Q3: 119,762 shares 119,762 $2.91M 0.09% -12,445 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,282 shares; 2025Q1: 12,814 shares; 2025Q2: 12,047 shares; 2025Q3: 12,159 shares 12,159 $2.87M 0.09% +112 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,321 shares; 2025Q1: 19,499 shares; 2025Q2: 18,659 shares; 2025Q3: 18,022 shares 18,022 $2.8M 0.09% -637 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,841 shares; 2025Q1: 37,738 shares; 2025Q2: 33,309 shares; 2025Q3: 30,847 shares 30,847 $2.77M 0.09% -2,462 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,291 shares; 2025Q1: 36,467 shares; 2025Q2: 27,044 shares; 2025Q3: 23,955 shares 23,955 $2.61M 0.08% -3,089 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,472 shares; 2025Q1: 26,490 shares; 2025Q2: 26,609 shares; 2025Q3: 25,180 shares 25,180 $2.6M 0.08% -1,429 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,197 shares; 2025Q1: 60,197 shares; 2025Q2: 60,197 shares; 2025Q3: 52,547 shares 52,547 $2.44M 0.08% -7,650 Timeline AIRR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,903 shares 24,903 $2.41M 0.08% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,815 shares; 2025Q1: 16,815 shares; 2025Q2: 16,815 shares; 2025Q3: 16,815 shares 16,815 $2.39M 0.07% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,633 shares; 2025Q1: 9,208 shares; 2025Q2: 9,448 shares; 2025Q3: 9,656 shares 9,656 $2.35M 0.07% +208 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,435 shares; 2025Q1: 7,363 shares; 2025Q2: 7,324 shares; 2025Q3: 7,324 shares 7,324 $2.2M 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,091 shares; 2025Q1: 73,953 shares; 2025Q2: 69,771 shares; 2025Q3: 65,129 shares 65,129 $2.19M 0.07% -4,642 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,477 shares; 2025Q1: 7,777 shares; 2025Q2: 7,793 shares; 2025Q3: 8,051 shares 8,051 $2.1M 0.07% +258 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,246 shares; 2025Q1: 10,767 shares; 2025Q2: 10,434 shares; 2025Q3: 9,903 shares 9,903 $2.08M 0.07% -531 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,261 shares; 2025Q1: 36,291 shares; 2025Q2: 36,261 shares; 2025Q3: 36,261 shares 36,261 $2.06M 0.06% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,764 shares; 2025Q1: 3,761 shares; 2025Q2: 3,889 shares; 2025Q3: 4,023 shares 4,023 $1.93M 0.06% +134 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,852 shares; 2025Q1: 151,081 shares; 2025Q2: 135,592 shares; 2025Q3: 53,867 shares 53,867 $1.91M 0.06% -81,725 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,614 shares; 2025Q1: 12,686 shares; 2025Q2: 12,262 shares; 2025Q3: 12,069 shares 12,069 $1.91M 0.06% -193 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000 $1.9M 0.06% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 129,663 shares; 2025Q2: 41,514 shares; 2025Q3: 27,352 shares 27,352 $1.83M 0.06% -14,162 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,854 shares; 2025Q1: 62,774 shares; 2025Q2: 63,550 shares; 2025Q3: 63,570 shares 63,570 $1.8M 0.06% +20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,347 shares; 2025Q1: 15,069 shares; 2025Q2: 14,839 shares; 2025Q3: 14,344 shares 14,344 $1.78M 0.06% -495 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,980 shares; 2025Q1: 67,555 shares; 2025Q2: 79,570 shares; 2025Q3: 91,645 shares 91,645 $1.77M 0.06% +12,075 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,788 shares; 2025Q1: 13,845 shares; 2025Q2: 13,755 shares; 2025Q3: 13,503 shares 13,503 $1.73M 0.05% -252 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,435 shares; 2025Q1: 23,165 shares; 2025Q2: 23,216 shares; 2025Q3: 23,459 shares 23,459 $1.68M 0.05% +243 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,795 shares; 2025Q1: 16,442 shares; 2025Q2: 13,862 shares; 2025Q3: 13,181 shares 13,181 $1.66M 0.05% -681 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,921 shares; 2025Q1: 15,809 shares; 2025Q2: 15,757 shares; 2025Q3: 14,211 shares 14,211 $1.55M 0.05% -1,546 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,716 shares; 2025Q1: 7,549 shares; 2025Q2: 9,443 shares; 2025Q3: 9,497 shares 9,497 $1.54M 0.05% +54 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,292 shares; 2025Q1: 59,551 shares; 2025Q2: 61,811 shares; 2025Q3: 59,496 shares 59,496 $1.52M 0.05% -2,315 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,797 shares; 2025Q1: 4,769 shares; 2025Q2: 4,741 shares; 2025Q3: 4,276 shares 4,276 $1.48M 0.05% -465 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,443 shares; 2025Q1: 6,043 shares; 2025Q2: 6,128 shares; 2025Q3: 5,772 shares 5,772 $1.45M 0.05% -356 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,171 shares; 2025Q1: 22,683 shares; 2025Q2: 22,177 shares; 2025Q3: 32,990 shares 32,990 $1.44M 0.05% +10,813 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,134 shares; 2025Q1: 10,087 shares; 2025Q2: 9,761 shares; 2025Q3: 8,662 shares 8,662 $1.44M 0.05% -1,099 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,582 shares; 2025Q1: 14,582 shares; 2025Q2: 14,582 shares; 2025Q3: 14,253 shares 14,253 $1.4M 0.04% -329 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,501 shares; 2025Q1: 30,793 shares; 2025Q2: 30,205 shares; 2025Q3: 30,463 shares 30,463 $1.34M 0.04% +258 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,997 shares; 2025Q1: 10,253 shares; 2025Q2: 10,065 shares; 2025Q3: 11,883 shares 11,883 $1.34M 0.04% +1,818 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,283 shares; 2025Q1: 20,582 shares; 2025Q2: 20,497 shares; 2025Q3: 16,997 shares 16,997 $1.33M 0.04% -3,500 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,096 shares; 2025Q1: 31,440 shares; 2025Q2: 29,899 shares; 2025Q3: 27,164 shares 27,164 $1.31M 0.04% -2,735 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,495 shares; 2025Q1: 6,505 shares; 2025Q2: 6,390 shares; 2025Q3: 6,259 shares 6,259 $1.31M 0.04% -131 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,546 shares; 2025Q1: 11,615 shares; 2025Q2: 10,025 shares; 2025Q3: 15,526 shares 15,526 $1.3M 0.04% +5,501 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,194 shares; 2025Q1: 10,829 shares; 2025Q2: 10,919 shares; 2025Q3: 10,229 shares 10,229 $1.28M 0.04% -690 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,423 shares; 2025Q1: 2,041 shares; 2025Q2: 2,155 shares; 2025Q3: 2,134 shares 2,134 $1.28M 0.04% -21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,040 shares; 2025Q1: 20,260 shares; 2025Q2: 19,883 shares; 2025Q3: 19,177 shares 19,177 $1.27M 0.04% -706 Timeline QQEW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,921 shares; 2025Q1: 7,671 shares; 2025Q2: 8,541 shares; 2025Q3: 8,541 shares 8,541 $1.21M 0.04% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,550 shares; 2025Q1: 6,146 shares; 2025Q2: 5,817 shares; 2025Q3: 5,566 shares 5,566 $1.19M 0.04% -251 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,005 shares; 2025Q1: 4,905 shares; 2025Q2: 4,730 shares; 2025Q3: 4,666 shares 4,666 $1.19M 0.04% -64 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 596,346 shares; 2025Q1: 611,727 shares; 2025Q2: 52,402 shares; 2025Q3: 20,316 shares 20,316 $1.18M 0.04% -32,086 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,638 shares; 2025Q1: 26,988 shares; 2025Q2: 26,844 shares; 2025Q3: 26,354 shares 26,354 $1.17M 0.04% -490 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,200 shares; 2025Q1: 6,050 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares 5,940 $1.16M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,413 shares; 2025Q1: 15,546 shares; 2025Q2: 13,949 shares; 2025Q3: 13,949 shares 13,949 $1.14M 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,783 shares; 2025Q1: 12,028 shares; 2025Q2: 12,028 shares; 2025Q3: 11,993 shares 11,993 $1.12M 0.04% -35 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,973 shares; 2025Q1: 2,086 shares; 2025Q2: 2,118 shares; 2025Q3: 2,497 shares 2,497 $1.11M 0.03% +379 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,034 shares; 2025Q1: 8,077 shares; 2025Q2: 7,827 shares; 2025Q3: 7,729 shares 7,729 $1.09M 0.03% -98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,780 shares; 2025Q1: 13,619 shares; 2025Q2: 12,482 shares; 2025Q3: 12,582 shares 12,582 $1.05M 0.03% +100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,523 shares; 2025Q1: 21,050 shares; 2025Q2: 18,737 shares; 2025Q3: 18,853 shares 18,853 $1.02M 0.03% +116 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,972 shares; 2025Q1: 2,762 shares; 2025Q2: 2,661 shares; 2025Q3: 2,760 shares 2,760 $981K 0.03% +99 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,513 shares; 2025Q1: 6,793 shares; 2025Q2: 6,637 shares; 2025Q3: 5,829 shares 5,829 $975K 0.03% -808 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,670 shares; 2025Q1: 9,135 shares; 2025Q2: 8,955 shares; 2025Q3: 8,305 shares 8,305 $970K 0.03% -650 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,420 shares; 2025Q1: 4,954 shares; 2025Q2: 4,754 shares; 2025Q3: 4,378 shares 4,378 $940K 0.03% -376 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,226 shares; 2025Q1: 2,784 shares; 2025Q2: 2,647 shares; 2025Q3: 2,648 shares 2,648 $934K 0.03% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,779 shares; 2025Q1: 2,727 shares; 2025Q2: 2,781 shares; 2025Q3: 2,477 shares 2,477 $927K 0.03% -304 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,740 shares; 2025Q1: 4,560 shares; 2025Q2: 4,321 shares; 2025Q3: 4,045 shares 4,045 $873K 0.03% -276 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,375 shares; 2025Q1: 20,649 shares; 2025Q2: 20,288 shares; 2025Q3: 19,178 shares 19,178 $865K 0.03% -1,110 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,801 shares; 2025Q1: 2,781 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares 2,763 $856K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,945 shares; 2025Q1: 47,450 shares; 2025Q2: 44,272 shares; 2025Q3: 37,071 shares 37,071 $842K 0.03% -7,201 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,417 shares; 2025Q1: 2,776 shares; 2025Q2: 2,571 shares; 2025Q3: 2,960 shares 2,960 $827K 0.03% +389 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,541 shares; 2025Q1: 6,541 shares; 2025Q2: 6,541 shares; 2025Q3: 6,541 shares 6,541 $790K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,334 shares; 2025Q1: 8,330 shares; 2025Q2: 8,292 shares; 2025Q3: 8,242 shares 8,242 $781K 0.02% -50 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,410 shares; 2025Q1: 6,391 shares; 2025Q2: 5,846 shares; 2025Q3: 5,696 shares 5,696 $771K 0.02% -150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,282 shares; 2025Q3: 1,279 shares 1,279 $762K 0.02% -3 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,343 shares; 2025Q1: 12,331 shares; 2025Q2: 11,215 shares; 2025Q3: 11,215 shares 11,215 $756K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,954 shares; 2025Q1: 11,363 shares; 2025Q2: 9,187 shares; 2025Q3: 9,116 shares 9,116 $751K 0.02% -71 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,903 shares; 2025Q1: 4,038 shares; 2025Q2: 4,535 shares; 2025Q3: 3,917 shares 3,917 $742K 0.02% -618 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,478 shares; 2025Q1: 29,063 shares; 2025Q2: 7,965 shares; 2025Q3: 12,060 shares 12,060 $735K 0.02% +4,095 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,953 shares; 2025Q1: 2,540 shares; 2025Q2: 2,580 shares; 2025Q3: 2,572 shares 2,572 $718K 0.02% -8 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,569 shares; 2025Q1: 3,271 shares; 2025Q2: 2,944 shares; 2025Q3: 2,944 shares 2,944 $713K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,529 shares; 2025Q1: 1,546 shares; 2025Q2: 1,538 shares; 2025Q3: 1,581 shares 1,581 $707K 0.02% +43 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 163 shares 163 $699K 0.02% -25 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,434 shares; 2025Q1: 3,116 shares; 2025Q2: 3,163 shares; 2025Q3: 3,111 shares 3,111 $671K 0.02% -52 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,462 shares; 2025Q1: 3,303 shares; 2025Q2: 3,271 shares; 2025Q3: 3,746 shares 3,746 $670K 0.02% +475 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 1,052 shares; 2025Q2: 1,073 shares; 2025Q3: 1,168 shares 1,168 $664K 0.02% +95 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,201 shares; 2025Q1: 5,463 shares; 2025Q2: 5,442 shares; 2025Q3: 5,078 shares 5,078 $644K 0.02% -364 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,427 shares; 2025Q1: 7,190 shares; 2025Q2: 7,191 shares; 2025Q3: 7,191 shares 7,191 $638K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,835 shares; 2025Q1: 10,835 shares; 2025Q2: 11,060 shares; 2025Q3: 11,060 shares 11,060 $629K 0.02% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,017 shares; 2025Q1: 11,017 shares; 2025Q2: 11,382 shares; 2025Q3: 11,267 shares 11,267 $625K 0.02% -115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,613 shares; 2025Q1: 3,668 shares; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares 3,668 $614K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,220 shares; 2025Q1: 1,873 shares; 2025Q2: 1,802 shares; 2025Q3: 2,134 shares 2,134 $602K 0.02% +332 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 793 shares; 2025Q1: 747 shares; 2025Q2: 736 shares; 2025Q3: 861 shares 861 $601K 0.02% +125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,500 shares; 2025Q1: 23,210 shares; 2025Q2: 22,095 shares; 2025Q3: 18,988 shares 18,988 $597K 0.02% -3,107 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,092 shares; 2025Q1: 4,091 shares; 2025Q2: 4,134 shares; 2025Q3: 3,702 shares 3,702 $588K 0.02% -432 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,227 shares; 2025Q1: 23,445 shares; 2025Q2: 23,445 shares; 2025Q3: 25,422 shares 25,422 $588K 0.02% +1,977 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,799 shares; 2025Q1: 6,729 shares; 2025Q2: 6,938 shares; 2025Q3: 7,819 shares 7,819 $582K 0.02% +881 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,773 shares; 2025Q1: 50,851 shares; 2025Q2: 48,410 shares; 2025Q3: 47,436 shares 47,436 $567K 0.02% -974 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares 1,197 $561K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,941 shares; 2025Q2: 5,941 shares; 2025Q3: 5,694 shares 5,694 $550K 0.02% -247 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,688 shares; 2025Q1: 1,651 shares; 2025Q2: 1,571 shares; 2025Q3: 2,023 shares 2,023 $541K 0.02% +452 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,260 shares; 2025Q3: 10,250 shares 10,250 $476K 0.01% -10 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,275 shares; 2025Q1: 23,275 shares; 2025Q2: 24,091 shares; 2025Q3: 23,275 shares 23,275 $473K 0.01% -816 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,487 shares; 2025Q1: 7,487 shares; 2025Q2: 7,521 shares; 2025Q3: 7,487 shares 7,487 $468K 0.01% -34 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares 17,500 $464K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,057 shares; 2025Q1: 4,830 shares; 2025Q2: 9,440 shares; 2025Q3: 9,377 shares 9,377 $460K 0.01% -63 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,991 shares; 2025Q1: 5,019 shares; 2025Q2: 4,824 shares; 2025Q3: 4,084 shares 4,084 $456K 0.01% -740 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,988 shares; 2025Q1: 1,737 shares; 2025Q2: 1,458 shares; 2025Q3: 1,304 shares 1,304 $450K 0.01% -154 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,367 shares; 2025Q3: 7,758 shares 7,758 $443K 0.01% +2,391 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,013 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,532 shares 1,532 $442K 0.01% -189 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 877 shares; 2025Q3: 877 shares 877 $431K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,042 shares; 2025Q3: 1,031 shares 1,031 $417K 0.01% -11 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,125 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 3,958 shares 3,958 $416K 0.01% -457 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 299 shares; 2025Q3: 420 shares 420 $407K 0.01% +121 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $403K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,838 shares; 2025Q1: 3,838 shares; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares 3,838 $391K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,297 shares; 2025Q1: 2,257 shares; 2025Q2: 2,334 shares; 2025Q3: 2,274 shares 2,274 $389K 0.01% -60 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,890 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,743 shares 5,743 $388K 0.01% -97 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,366 shares; 2025Q1: 3,302 shares; 2025Q2: 3,165 shares; 2025Q3: 3,150 shares 3,150 $388K 0.01% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 371 shares; 2025Q1: 421 shares; 2025Q2: 424 shares; 2025Q3: 481 shares 481 $383K 0.01% +57 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,927 shares; 2025Q1: 3,950 shares; 2025Q2: 3,928 shares; 2025Q3: 3,286 shares 3,286 $377K 0.01% -642 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,680 shares; 2025Q1: 7,245 shares; 2025Q2: 7,789 shares; 2025Q3: 9,178 shares 9,178 $376K 0.01% +1,389 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 2,100 shares 2,100 $372K 0.01% +285 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,468 shares; 2025Q1: 6,601 shares; 2025Q2: 6,515 shares; 2025Q3: 7,361 shares 7,361 $372K 0.01% +846 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares 1,560 $368K 0.01% 0 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,876 shares; 2025Q1: 11,683 shares; 2025Q2: 11,775 shares; 2025Q3: 11,775 shares 11,775 $358K 0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,851 shares; 2025Q1: 9,851 shares; 2025Q2: 9,535 shares; 2025Q3: 10,994 shares 10,994 $354K 0.01% +1,459 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,954 shares; 2025Q1: 3,031 shares; 2025Q2: 2,966 shares; 2025Q3: 2,832 shares 2,832 $352K 0.01% -134 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,345 shares; 2025Q1: 4,016 shares; 2025Q2: 3,649 shares; 2025Q3: 3,285 shares 3,285 $350K 0.01% -364 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 2,856 shares 2,856 $338K 0.01% -149 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,529 shares; 2025Q1: 4,298 shares; 2025Q2: 4,298 shares; 2025Q3: 4,259 shares 4,259 $332K 0.01% -39 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,933 shares; 2025Q1: 16,059 shares; 2025Q2: 7,765 shares; 2025Q3: 4,923 shares 4,923 $331K 0.01% -2,842 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300 $310K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares 2,325 $303K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 728 shares; 2025Q1: 732 shares; 2025Q2: 736 shares; 2025Q3: 709 shares 709 $299K 0.01% -27 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $293K 0.01% 0 Timeline QCLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,689 shares; 2025Q1: 14,490 shares; 2025Q2: 7,692 shares; 2025Q3: 6,968 shares 6,968 $292K 0.01% -724 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,395 shares; 2025Q1: 16,329 shares; 2025Q2: 15,853 shares; 2025Q3: 15,603 shares 15,603 $292K 0.01% -250 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,870 shares; 2025Q3: 3,198 shares 3,198 $290K 0.01% +328 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares 1,122 $288K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,683 shares; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,727 shares 1,727 $279K 0.01% +266 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,180 shares 1,180 $279K 0.01% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $277K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,766 shares; 2025Q1: 4,713 shares; 2025Q2: 4,010 shares; 2025Q3: 4,921 shares 4,921 $273K 0.01% +911 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares 14,000 $272K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,208 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares 4,208 $270K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,783 shares; 2025Q1: 14,279 shares; 2025Q2: 14,677 shares; 2025Q3: 16,865 shares 16,865 $270K 0.01% +2,188 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 463 shares; 2025Q2: 480 shares; 2025Q3: 443 shares 443 $270K 0.01% -37 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares 1,132 $270K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 2,070 shares; 2025Q3: 1,734 shares 1,734 $267K 0.01% -336 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,253 shares; 2025Q1: 4,378 shares; 2025Q2: 4,378 shares; 2025Q3: 4,345 shares 4,345 $266K 0.01% -33 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,670 shares 12,670 $262K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares 1,050 $259K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares 1,897 $251K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,537 shares; 2025Q3: 3,437 shares 3,437 $251K 0.01% +900 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,324 shares 1,324 $247K 0.01% -87 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 91 shares; 2025Q3: 105 shares 105 $245K 0.01% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,254 shares; 2025Q2: 1,572 shares; 2025Q3: 858 shares 858 $242K 0.01% -714 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,122 shares; 2025Q1: 6,847 shares; 2025Q2: 7,121 shares; 2025Q3: 7,984 shares 7,984 $241K 0.01% +863 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,360 shares; 2025Q1: 2,192 shares; 2025Q2: 2,198 shares; 2025Q3: 2,181 shares 2,181 $237K 0.01% -17 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,495 shares; 2025Q1: 5,432 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares 5,432 $235K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 882 shares; 2025Q2: 867 shares; 2025Q3: 675 shares 675 $234K 0.01% -192 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 2,787 shares 2,787 $231K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,740 shares 1,740 $230K 0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares 1,236 $216K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,102 shares; 2025Q1: 2,806 shares; 2025Q2: 2,753 shares; 2025Q3: 2,672 shares 2,672 $214K 0.01% -81 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,172 shares 1,172 $209K 0.01% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,408 shares; 2025Q1: 5,150 shares; 2025Q2: not reported; 2025Q3: 4,883 shares 4,883 $208K 0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,873 shares 2,873 $208K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,616 shares; 2025Q1: 2,616 shares; 2025Q2: 2,902 shares; 2025Q3: 2,610 shares 2,610 $206K 0.01% -292 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,759 shares 4,759 $205K 0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,729 shares 7,729 $202K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,978 shares 1,978 $201K 0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,650 shares; 2025Q1: 14,650 shares; 2025Q2: 14,650 shares; 2025Q3: 14,650 shares 14,650 $170K 0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,974 shares; 2025Q1: 10,974 shares; 2025Q2: 10,974 shares; 2025Q3: 10,974 shares 10,974 $155K <0.01% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,090 shares 10,090 $147K <0.01% new Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,388 shares 16,388 $129K <0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,704 shares 10,704 $51.5K <0.01% new Timeline