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; 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; 2025Q4: 1,052,822 shares 1,052,822 $160M 5% -3,094 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,627,025 shares; 2025Q3: 3,283,074 shares; 2025Q4: 3,541,209 shares 3,541,209 $154M 4.81% +258,135 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; 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; 2025Q4: 3,405,941 shares 3,405,941 $131M 4.07% -6,234 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825,191 shares; 2025Q1: 781,342 shares; 2025Q2: 745,910 shares; 2025Q3: 705,840 shares; 2025Q4: 674,252 shares 674,252 $126M 3.92% -31,588 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 502,193 shares; 2025Q1: 488,285 shares; 2025Q2: 478,791 shares; 2025Q3: 474,459 shares; 2025Q4: 461,360 shares 461,360 $125M 3.91% -13,099 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 263,364 shares; 2025Q1: 259,590 shares; 2025Q2: 246,444 shares; 2025Q3: 242,751 shares; 2025Q4: 245,208 shares 245,208 $119M 3.7% +2,457 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395,358 shares; 2025Q1: 371,359 shares; 2025Q2: 370,176 shares; 2025Q3: 353,304 shares; 2025Q4: 318,817 shares 318,817 $99.8M 3.11% -34,487 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379,172 shares; 2025Q1: 367,814 shares; 2025Q2: 348,262 shares; 2025Q3: 332,664 shares; 2025Q4: 304,655 shares 304,655 $98.2M 3.06% -28,009 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 934,620 shares; 2025Q1: 857,875 shares; 2025Q2: 819,189 shares; 2025Q3: 815,847 shares; 2025Q4: 800,548 shares 800,548 $61.7M 1.92% -15,299 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,057 shares; 2025Q1: 46,482 shares; 2025Q2: 57,733 shares; 2025Q3: 62,149 shares; 2025Q4: 78,774 shares 78,774 $52M 1.62% +16,625 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,665 shares; 2025Q1: 197,830 shares; 2025Q2: 191,977 shares; 2025Q3: 194,566 shares; 2025Q4: 188,935 shares 188,935 $51.2M 1.6% -5,631 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 349,159 shares; 2025Q2: 378,614 shares; 2025Q3: 326,963 shares; 2025Q4: 337,148 shares 337,148 $44.2M 1.38% +10,185 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,906 shares; 2025Q1: 180,013 shares; 2025Q2: 197,520 shares; 2025Q3: 187,491 shares; 2025Q4: 189,058 shares 189,058 $43.6M 1.36% +1,567 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,355 shares; 2025Q1: 124,279 shares; 2025Q2: 129,667 shares; 2025Q3: 147,143 shares; 2025Q4: 158,479 shares 158,479 $42.5M 1.33% +11,336 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,079 shares; 2025Q1: 126,554 shares; 2025Q2: 123,407 shares; 2025Q3: 120,627 shares; 2025Q4: 133,314 shares 133,314 $41.7M 1.3% +12,687 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 261,578 shares; 2025Q1: 280,277 shares; 2025Q2: 293,662 shares; 2025Q3: 275,359 shares; 2025Q4: 261,136 shares 261,136 $40.1M 1.25% -14,223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861,124 shares; 2025Q3: 905,475 shares; 2025Q4: 913,226 shares 913,226 $39.9M 1.24% +7,751 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260,399 shares; 2025Q1: 247,737 shares; 2025Q2: 269,826 shares; 2025Q3: 273,127 shares; 2025Q4: 277,164 shares 277,164 $39.7M 1.24% +4,037 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244 shares; 2025Q1: 310 shares; 2025Q2: 253 shares; 2025Q3: 20,798 shares; 2025Q4: 421,449 shares 421,449 $39.5M 1.23% +400,651 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,884 shares; 2025Q1: 124,894 shares; 2025Q2: 133,134 shares; 2025Q3: 128,194 shares; 2025Q4: 128,401 shares 128,401 $39.2M 1.22% +207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,515 shares; 2025Q1: 203,328 shares; 2025Q2: 199,884 shares; 2025Q3: 206,604 shares; 2025Q4: 178,121 shares 178,121 $39.1M 1.22% -28,483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,208 shares; 2025Q1: 60,991 shares; 2025Q2: 55,838 shares; 2025Q3: 52,758 shares; 2025Q4: 51,350 shares 51,350 $38.7M 1.21% -1,408 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,206 shares; 2025Q1: 172,799 shares; 2025Q2: 173,061 shares; 2025Q3: 185,664 shares; 2025Q4: 208,583 shares 208,583 $38.4M 1.2% +22,919 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,033 shares; 2025Q1: 103,631 shares; 2025Q2: 114,532 shares; 2025Q3: 129,198 shares; 2025Q4: 143,118 shares 143,118 $37.9M 1.18% +13,920 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33,634 shares; 2025Q2: 41,113 shares; 2025Q3: 39,843 shares; 2025Q4: 41,606 shares 41,606 $37.7M 1.18% +1,763 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,961 shares; 2025Q1: 41,803 shares; 2025Q2: 77,886 shares; 2025Q3: 69,379 shares; 2025Q4: 55,617 shares 55,617 $36.3M 1.13% -13,762 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,815 shares; 2025Q1: 247,656 shares; 2025Q2: 282,096 shares; 2025Q3: 241,607 shares; 2025Q4: 249,067 shares 249,067 $35.9M 1.12% +7,460 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,700 shares; 2025Q1: 108,937 shares; 2025Q2: 102,321 shares; 2025Q3: 99,382 shares; 2025Q4: 96,130 shares 96,130 $33.7M 1.05% -3,252 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; 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; 2025Q4: 1,780,421 shares 1,780,421 $32.4M 1.01% -385,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465,638 shares; 2025Q1: 420,369 shares; 2025Q2: 454,868 shares; 2025Q3: 466,784 shares; 2025Q4: 455,781 shares 455,781 $31.9M 0.99% -11,003 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 481,410 shares; 2025Q1: 471,648 shares; 2025Q2: 423,608 shares; 2025Q3: 360,499 shares; 2025Q4: 338,391 shares 338,391 $31.3M 0.98% -22,108 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,994 shares; 2025Q1: 30,680 shares; 2025Q2: 33,424 shares; 2025Q3: 34,367 shares; 2025Q4: 35,814 shares 35,814 $30.9M 0.96% +1,447 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,631 shares; 2025Q2: 31,194 shares; 2025Q3: 28,954 shares; 2025Q4: 27,169 shares 27,169 $29.1M 0.91% -1,785 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,801 shares; 2025Q1: 49,764 shares; 2025Q2: 42,735 shares; 2025Q3: 237,541 shares; 2025Q4: 431,055 shares 431,055 $27.5M 0.86% +193,514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,316 shares; 2025Q1: 57,294 shares; 2025Q2: 56,318 shares; 2025Q3: 54,486 shares; 2025Q4: 51,926 shares 51,926 $27.1M 0.85% -2,560 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189,564 shares; 2025Q1: 184,084 shares; 2025Q2: 174,461 shares; 2025Q3: 169,801 shares; 2025Q4: 165,558 shares 165,558 $26.8M 0.84% -4,243 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259,965 shares; 2025Q1: 237,788 shares; 2025Q2: 227,790 shares; 2025Q3: 220,900 shares; 2025Q4: 210,373 shares 210,373 $26.4M 0.82% -10,527 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312,136 shares; 2025Q1: 306,575 shares; 2025Q2: 294,781 shares; 2025Q3: 269,036 shares; 2025Q4: 261,023 shares 261,023 $25.3M 0.79% -8,013 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345,009 shares; 2025Q1: 278,362 shares; 2025Q2: 255,154 shares; 2025Q3: 154,590 shares; 2025Q4: 98,490 shares 98,490 $25.2M 0.79% -56,100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285,137 shares; 2025Q1: 282,437 shares; 2025Q2: 321,045 shares; 2025Q3: 349,281 shares; 2025Q4: 361,464 shares 361,464 $25.1M 0.78% +12,183 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,468 shares; 2025Q1: 106,516 shares; 2025Q2: 100,693 shares; 2025Q3: 95,472 shares; 2025Q4: 118,637 shares 118,637 $24.6M 0.77% +23,165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324,110 shares; 2025Q1: 318,400 shares; 2025Q2: 292,045 shares; 2025Q3: 266,111 shares; 2025Q4: 237,455 shares 237,455 $23.7M 0.74% -28,656 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,697 shares; 2025Q1: 127,173 shares; 2025Q2: 117,627 shares; 2025Q3: 110,555 shares; 2025Q4: 99,596 shares 99,596 $22.8M 0.71% -10,959 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,107 shares; 2025Q1: 47,940 shares; 2025Q2: 47,285 shares; 2025Q3: 46,785 shares; 2025Q4: 44,655 shares 44,655 $22.4M 0.7% -2,130 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,298 shares; 2025Q1: 8,222 shares; 2025Q2: 7,454 shares; 2025Q3: 7,191 shares; 2025Q4: 38,928 shares 38,928 $22.3M 0.7% +31,737 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491,225 shares; 2025Q1: 484,690 shares; 2025Q2: 494,509 shares; 2025Q3: 485,793 shares; 2025Q4: 483,039 shares 483,039 $22.3M 0.69% -2,754 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223,927 shares; 2025Q1: 216,321 shares; 2025Q2: 200,187 shares; 2025Q3: 193,666 shares; 2025Q4: 183,994 shares 183,994 $22.1M 0.69% -9,672 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174,296 shares; 2025Q1: 166,724 shares; 2025Q2: 152,559 shares; 2025Q3: 146,118 shares; 2025Q4: 142,105 shares 142,105 $21.7M 0.68% -4,013 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,865 shares; 2025Q2: 89,235 shares; 2025Q3: 88,912 shares; 2025Q4: 85,263 shares 85,263 $20.7M 0.64% -3,649 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228,785 shares; 2025Q1: 245,760 shares; 2025Q2: 294,895 shares; 2025Q3: 319,092 shares; 2025Q4: 343,126 shares 343,126 $20.6M 0.64% +24,034 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,623 shares; 2025Q3: 292,023 shares; 2025Q4: 295,367 shares 295,367 $20.1M 0.63% +3,344 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,459 shares 42,459 $17.9M 0.56% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690,543 shares; 2025Q1: 700,203 shares; 2025Q2: 718,063 shares; 2025Q3: 693,897 shares; 2025Q4: 673,817 shares 673,817 $17.7M 0.55% -20,080 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,323 shares; 2025Q1: 83,769 shares; 2025Q2: 86,201 shares; 2025Q3: 83,753 shares; 2025Q4: 74,271 shares 74,271 $17M 0.53% -9,482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,593 shares; 2025Q1: 106,017 shares; 2025Q2: 94,105 shares; 2025Q3: 83,576 shares; 2025Q4: 86,874 shares 86,874 $16.8M 0.52% +3,298 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,168 shares; 2025Q1: 47,506 shares; 2025Q2: 48,671 shares; 2025Q3: 48,646 shares; 2025Q4: 48,689 shares 48,689 $16.3M 0.51% +43 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,723 shares; 2025Q1: 47,378 shares; 2025Q2: 47,723 shares; 2025Q3: 46,373 shares; 2025Q4: 45,802 shares 45,802 $16.1M 0.5% -571 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,655 shares; 2025Q1: 88,625 shares; 2025Q2: 86,547 shares; 2025Q3: 89,175 shares; 2025Q4: 34,462 shares 34,462 $16M 0.5% -54,713 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 420,476 shares; 2025Q1: 430,153 shares; 2025Q2: 468,517 shares; 2025Q3: 514,434 shares; 2025Q4: 527,649 shares 527,649 $16M 0.5% +13,215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,757 shares; 2025Q4: 132,129 shares 132,129 $14.9M 0.47% +76,372 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,884 shares; 2025Q1: 23,108 shares; 2025Q2: 21,732 shares; 2025Q3: 21,673 shares; 2025Q4: 21,505 shares 21,505 $14.7M 0.46% -168 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,948 shares; 2025Q1: 178,358 shares; 2025Q2: 163,316 shares; 2025Q3: 158,640 shares; 2025Q4: 331,976 shares 331,976 $14.7M 0.46% +173,336 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 19 shares 19 $14.3M 0.45% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,927 shares; 2025Q1: 3,950 shares; 2025Q2: 3,928 shares; 2025Q3: 3,286 shares; 2025Q4: 135,010 shares 135,010 $14.2M 0.44% +131,724 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,132 shares; 2025Q1: 147,725 shares; 2025Q2: 149,203 shares; 2025Q3: 159,599 shares; 2025Q4: 139,437 shares 139,437 $12.8M 0.4% -20,162 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326,071 shares; 2025Q1: 335,785 shares; 2025Q2: 320,732 shares; 2025Q3: 368,130 shares; 2025Q4: 361,445 shares 361,445 $12.8M 0.4% -6,685 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,077 shares; 2025Q1: 149,374 shares; 2025Q2: 138,012 shares; 2025Q3: 135,287 shares; 2025Q4: 133,337 shares 133,337 $12.5M 0.39% -1,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329,616 shares; 2025Q1: 325,551 shares; 2025Q2: 287,810 shares; 2025Q3: 290,427 shares; 2025Q4: 296,442 shares 296,442 $12.4M 0.39% +6,015 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,665 shares; 2025Q1: 51,233 shares; 2025Q2: 49,239 shares; 2025Q3: 47,375 shares; 2025Q4: 111,325 shares 111,325 $11.7M 0.37% +63,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,786 shares; 2025Q1: 87,701 shares; 2025Q2: 139,863 shares; 2025Q3: 183,461 shares; 2025Q4: 185,466 shares 185,466 $11.6M 0.36% +2,005 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,437 shares; 2025Q1: 10,845 shares; 2025Q2: 10,793 shares; 2025Q3: 10,530 shares; 2025Q4: 10,474 shares 10,474 $11.3M 0.35% -56 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,852 shares; 2025Q1: 16,035 shares; 2025Q2: 15,057 shares; 2025Q3: 15,676 shares; 2025Q4: 13,604 shares 13,604 $11.2M 0.35% -2,072 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232,852 shares; 2025Q1: 205,210 shares; 2025Q2: 189,431 shares; 2025Q3: 172,605 shares; 2025Q4: 139,677 shares 139,677 $11.1M 0.35% -32,928 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,607 shares; 2025Q1: 84,187 shares; 2025Q2: 76,081 shares; 2025Q3: 71,928 shares; 2025Q4: 53,084 shares 53,084 $10.9M 0.34% -18,844 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,136 shares; 2025Q1: 86,562 shares; 2025Q2: 88,228 shares; 2025Q3: 86,364 shares; 2025Q4: 86,327 shares 86,327 $10.9M 0.34% -37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,273 shares; 2025Q1: 29,404 shares; 2025Q2: 28,613 shares; 2025Q3: 28,854 shares; 2025Q4: 23,201 shares 23,201 $10.8M 0.34% -5,653 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,972 shares; 2025Q1: 32,160 shares; 2025Q2: 31,670 shares; 2025Q3: 31,473 shares; 2025Q4: 31,076 shares 31,076 $10.7M 0.33% -397 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 335,194 shares; 2025Q1: 333,585 shares; 2025Q2: 348,102 shares; 2025Q3: 347,162 shares; 2025Q4: 128,615 shares 128,615 $10.3M 0.32% -218,547 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,046 shares; 2025Q1: 37,334 shares; 2025Q2: 34,761 shares; 2025Q3: 36,610 shares; 2025Q4: 29,862 shares 29,862 $10.1M 0.31% -6,748 Timeline VFLEX FIRST TRUST ALT OPPORT-I More: the full row for FIRST TRUST ALT OPPORT-I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361,922 shares 361,922 $9.95M 0.31% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,438 shares; 2025Q1: 296,851 shares; 2025Q2: 273,810 shares; 2025Q3: 276,161 shares; 2025Q4: 258,112 shares 258,112 $9.91M 0.31% -18,049 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,573 shares; 2025Q1: 126,782 shares; 2025Q2: 125,374 shares; 2025Q3: 116,133 shares; 2025Q4: 94,790 shares 94,790 $9.11M 0.28% -21,343 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 843,002 shares; 2025Q1: 884,325 shares; 2025Q2: 743,574 shares; 2025Q3: 712,183 shares; 2025Q4: 335,347 shares 335,347 $8.44M 0.26% -376,836 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,321 shares; 2025Q1: 171,800 shares; 2025Q2: 187,467 shares; 2025Q3: 204,923 shares; 2025Q4: 207,581 shares 207,581 $7.86M 0.25% +2,658 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,167 shares; 2025Q1: 38,256 shares; 2025Q2: 42,578 shares; 2025Q3: 45,537 shares; 2025Q4: 40,113 shares 40,113 $7.78M 0.24% -5,424 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302,214 shares; 2025Q1: 321,003 shares; 2025Q2: 313,553 shares; 2025Q3: 327,386 shares; 2025Q4: 265,914 shares 265,914 $7.51M 0.23% -61,472 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,546 shares; 2025Q1: 58,779 shares; 2025Q2: 56,323 shares; 2025Q3: 56,180 shares; 2025Q4: 54,795 shares 54,795 $7.27M 0.23% -1,385 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,715 shares; 2025Q1: 32,544 shares; 2025Q2: 29,180 shares; 2025Q3: 24,715 shares; 2025Q4: 16,852 shares 16,852 $7.19M 0.22% -7,863 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,271 shares; 2025Q1: 30,193 shares; 2025Q2: 29,292 shares; 2025Q3: 28,417 shares; 2025Q4: 27,240 shares 27,240 $7.01M 0.22% -1,177 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,622 shares; 2025Q1: 47,770 shares; 2025Q2: 46,000 shares; 2025Q3: 44,247 shares; 2025Q4: 39,624 shares 39,624 $6.96M 0.22% -4,623 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,336 shares; 2025Q1: 10,338 shares; 2025Q2: 10,573 shares; 2025Q3: 10,644 shares; 2025Q4: 10,843 shares 10,843 $6.8M 0.21% +199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,834 shares; 2025Q1: 17,086 shares; 2025Q2: 15,687 shares; 2025Q3: 16,002 shares; 2025Q4: 16,655 shares 16,655 $6.56M 0.2% +653 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,555 shares; 2025Q1: 54,446 shares; 2025Q2: 50,116 shares; 2025Q3: 53,096 shares; 2025Q4: 44,977 shares 44,977 $6.46M 0.2% -8,119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,267 shares; 2025Q1: 16,733 shares; 2025Q2: 16,638 shares; 2025Q3: 16,003 shares; 2025Q4: 16,326 shares 16,326 $6.04M 0.19% +323 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,901 shares; 2025Q1: 123,932 shares; 2025Q2: 132,395 shares; 2025Q3: 128,442 shares; 2025Q4: 106,293 shares 106,293 $5.99M 0.19% -22,149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,460 shares; 2025Q1: 44,637 shares; 2025Q2: 48,076 shares; 2025Q3: 36,579 shares; 2025Q4: 25,498 shares 25,498 $5.29M 0.17% -11,081 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,553 shares; 2025Q1: 60,150 shares; 2025Q2: 60,199 shares; 2025Q3: 60,066 shares; 2025Q4: 66,779 shares 66,779 $5.2M 0.16% +6,713 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,251 shares; 2025Q1: 27,256 shares; 2025Q2: 27,089 shares; 2025Q3: 26,939 shares; 2025Q4: 26,535 shares 26,535 $4.99M 0.16% -404 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,818 shares; 2025Q1: 27,775 shares; 2025Q2: 25,452 shares; 2025Q3: 24,182 shares; 2025Q4: 23,474 shares 23,474 $4.9M 0.15% -708 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,639 shares; 2025Q1: 13,003 shares; 2025Q2: 12,792 shares; 2025Q3: 12,519 shares; 2025Q4: 12,208 shares 12,208 $4.75M 0.15% -311 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,493 shares; 2025Q1: 47,696 shares; 2025Q2: 44,330 shares; 2025Q3: 42,889 shares; 2025Q4: 40,382 shares 40,382 $4.59M 0.14% -2,507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,434 shares; 2025Q1: 61,408 shares; 2025Q2: 57,741 shares; 2025Q3: 54,208 shares; 2025Q4: 49,232 shares 49,232 $4.36M 0.14% -4,976 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 93,476 shares; 2025Q2: 64,268 shares; 2025Q3: 103,572 shares; 2025Q4: 106,395 shares 106,395 $4.33M 0.14% +2,823 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,119 shares; 2025Q1: 29,519 shares; 2025Q2: 43,186 shares; 2025Q3: 67,103 shares; 2025Q4: 71,391 shares 71,391 $4.32M 0.13% +4,288 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,269 shares; 2025Q1: 77,525 shares; 2025Q2: 120,730 shares; 2025Q3: 186,375 shares; 2025Q4: 190,423 shares 190,423 $4.26M 0.13% +4,048 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,088 shares; 2025Q1: 44,702 shares; 2025Q2: 44,702 shares; 2025Q3: 44,007 shares; 2025Q4: 40,853 shares 40,853 $4.25M 0.13% -3,154 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,967 shares; 2025Q1: 14,672 shares; 2025Q2: 17,015 shares; 2025Q3: 14,970 shares; 2025Q4: 14,561 shares 14,561 $4.19M 0.13% -409 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326,108 shares; 2025Q1: 323,678 shares; 2025Q2: 299,010 shares; 2025Q3: 265,110 shares; 2025Q4: 262,910 shares 262,910 $4.12M 0.13% -2,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,466 shares; 2025Q1: 242,876 shares; 2025Q2: 239,188 shares; 2025Q3: 232,652 shares; 2025Q4: 232,322 shares 232,322 $4.03M 0.13% -330 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,673 shares; 2025Q1: 6,511 shares; 2025Q2: 6,493 shares; 2025Q3: 6,243 shares; 2025Q4: 5,728 shares 5,728 $3.91M 0.12% -515 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,191 shares; 2025Q1: 20,085 shares; 2025Q2: 18,939 shares; 2025Q3: 17,697 shares; 2025Q4: 15,755 shares 15,755 $3.89M 0.12% -1,942 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,298 shares; 2025Q1: 11,976 shares; 2025Q2: 11,265 shares; 2025Q3: 11,378 shares; 2025Q4: 11,144 shares 11,144 $3.75M 0.12% -234 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,912 shares; 2025Q1: 11,600 shares; 2025Q2: 11,273 shares; 2025Q3: 11,277 shares; 2025Q4: 10,818 shares 10,818 $3.74M 0.12% -459 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,197 shares; 2025Q1: 73,453 shares; 2025Q2: 73,706 shares; 2025Q3: 69,990 shares; 2025Q4: 67,963 shares 67,963 $3.74M 0.12% -2,027 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,831 shares; 2025Q1: 31,416 shares; 2025Q2: 30,036 shares; 2025Q3: 33,655 shares; 2025Q4: 27,500 shares 27,500 $3.67M 0.11% -6,155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,278 shares; 2025Q1: 14,007 shares; 2025Q2: 13,335 shares; 2025Q3: 12,347 shares; 2025Q4: 12,037 shares 12,037 $3.57M 0.11% -310 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,800 shares; 2025Q1: 51,634 shares; 2025Q2: 51,575 shares; 2025Q3: 46,125 shares; 2025Q4: 44,675 shares 44,675 $3.56M 0.11% -1,450 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,094 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $3.43M 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,846 shares; 2025Q1: 47,589 shares; 2025Q2: 17,114 shares; 2025Q3: 13,175 shares; 2025Q4: 6,698 shares 6,698 $3.24M 0.1% -6,477 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,573 shares; 2025Q1: 11,142 shares; 2025Q2: 11,049 shares; 2025Q3: 10,869 shares; 2025Q4: 10,085 shares 10,085 $3.15M 0.1% -784 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477,784 shares; 2025Q1: 545,453 shares; 2025Q2: 280,312 shares; 2025Q3: 196,223 shares; 2025Q4: 81,823 shares 81,823 $3.03M 0.09% -114,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,219 shares; 2025Q1: 15,821 shares; 2025Q2: 10,648 shares; 2025Q3: 12,897 shares; 2025Q4: 10,014 shares 10,014 $2.99M 0.09% -2,883 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,282 shares; 2025Q1: 12,814 shares; 2025Q2: 12,047 shares; 2025Q3: 12,159 shares; 2025Q4: 12,803 shares 12,803 $2.96M 0.09% +644 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,241 shares; 2025Q1: 111,340 shares; 2025Q2: 132,207 shares; 2025Q3: 119,762 shares; 2025Q4: 122,106 shares 122,106 $2.94M 0.09% +2,344 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,321 shares; 2025Q1: 19,499 shares; 2025Q2: 18,659 shares; 2025Q3: 18,022 shares; 2025Q4: 18,178 shares 18,178 $2.91M 0.09% +156 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,030 shares; 2025Q1: 17,148 shares; 2025Q2: 16,439 shares; 2025Q3: 16,363 shares; 2025Q4: 16,480 shares 16,480 $2.86M 0.09% +117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,903 shares; 2025Q4: 28,954 shares 28,954 $2.85M 0.09% +4,051 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,676 shares; 2025Q1: 10,623 shares; 2025Q2: 10,440 shares; 2025Q3: 10,593 shares; 2025Q4: 9,191 shares 9,191 $2.83M 0.09% -1,402 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,110 shares; 2025Q1: 17,666 shares; 2025Q2: 17,113 shares; 2025Q3: 17,068 shares; 2025Q4: 17,239 shares 17,239 $2.8M 0.09% +171 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,472 shares; 2025Q1: 26,490 shares; 2025Q2: 26,609 shares; 2025Q3: 25,180 shares; 2025Q4: 24,938 shares 24,938 $2.78M 0.09% -242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,291 shares; 2025Q1: 36,467 shares; 2025Q2: 27,044 shares; 2025Q3: 23,955 shares; 2025Q4: 23,375 shares 23,375 $2.64M 0.08% -580 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,414 shares; 2025Q1: 24,165 shares; 2025Q2: 22,497 shares; 2025Q3: 22,123 shares; 2025Q4: 21,366 shares 21,366 $2.63M 0.08% -757 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,841 shares; 2025Q1: 37,738 shares; 2025Q2: 33,309 shares; 2025Q3: 30,847 shares; 2025Q4: 26,546 shares 26,546 $2.59M 0.08% -4,301 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,633 shares; 2025Q1: 9,208 shares; 2025Q2: 9,448 shares; 2025Q3: 9,656 shares; 2025Q4: 8,052 shares 8,052 $2.53M 0.08% -1,604 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,261 shares; 2025Q1: 36,291 shares; 2025Q2: 36,261 shares; 2025Q3: 36,261 shares; 2025Q4: 36,250 shares 36,250 $2.52M 0.08% -11 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,785 shares; 2025Q1: 25,925 shares; 2025Q2: 18,601 shares; 2025Q3: 15,150 shares; 2025Q4: 9,457 shares 9,457 $2.48M 0.08% -5,693 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,091 shares; 2025Q1: 73,953 shares; 2025Q2: 69,771 shares; 2025Q3: 65,129 shares; 2025Q4: 66,005 shares 66,005 $2.44M 0.08% +876 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,815 shares; 2025Q1: 16,815 shares; 2025Q2: 16,815 shares; 2025Q3: 16,815 shares; 2025Q4: 17,115 shares 17,115 $2.42M 0.08% +300 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,972 shares; 2025Q1: 2,762 shares; 2025Q2: 2,661 shares; 2025Q3: 2,760 shares; 2025Q4: 5,760 shares 5,760 $2.28M 0.07% +3,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,980 shares; 2025Q1: 67,555 shares; 2025Q2: 79,570 shares; 2025Q3: 91,645 shares; 2025Q4: 114,940 shares 114,940 $2.23M 0.07% +23,295 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,839 shares; 2025Q1: 11,260 shares; 2025Q2: 10,966 shares; 2025Q3: 11,218 shares; 2025Q4: 11,042 shares 11,042 $2.15M 0.07% -176 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,246 shares; 2025Q1: 10,767 shares; 2025Q2: 10,434 shares; 2025Q3: 9,903 shares; 2025Q4: 10,628 shares 10,628 $2.07M 0.06% +725 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,435 shares; 2025Q1: 7,363 shares; 2025Q2: 7,324 shares; 2025Q3: 7,324 shares; 2025Q4: 7,177 shares 7,177 $2.07M 0.06% -147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,197 shares; 2025Q1: 60,197 shares; 2025Q2: 60,197 shares; 2025Q3: 52,547 shares; 2025Q4: 42,366 shares 42,366 $2.02M 0.06% -10,181 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,795 shares; 2025Q1: 16,442 shares; 2025Q2: 13,862 shares; 2025Q3: 13,181 shares; 2025Q4: 15,903 shares 15,903 $2M 0.06% +2,722 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,614 shares; 2025Q1: 12,686 shares; 2025Q2: 12,262 shares; 2025Q3: 12,069 shares; 2025Q4: 12,064 shares 12,064 $1.97M 0.06% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,764 shares; 2025Q1: 3,761 shares; 2025Q2: 3,889 shares; 2025Q3: 4,023 shares; 2025Q4: 3,995 shares 3,995 $1.95M 0.06% -28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,477 shares; 2025Q1: 7,777 shares; 2025Q2: 7,793 shares; 2025Q3: 8,051 shares; 2025Q4: 7,804 shares 7,804 $1.92M 0.06% -247 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,852 shares; 2025Q1: 151,081 shares; 2025Q2: 135,592 shares; 2025Q3: 53,867 shares; 2025Q4: 51,938 shares 51,938 $1.88M 0.06% -1,929 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $1.81M 0.06% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,788 shares; 2025Q1: 13,845 shares; 2025Q2: 13,755 shares; 2025Q3: 13,503 shares; 2025Q4: 12,980 shares 12,980 $1.79M 0.06% -523 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,435 shares; 2025Q1: 23,165 shares; 2025Q2: 23,216 shares; 2025Q3: 23,459 shares; 2025Q4: 23,400 shares 23,400 $1.72M 0.05% -59 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,716 shares; 2025Q1: 7,549 shares; 2025Q2: 9,443 shares; 2025Q3: 9,497 shares; 2025Q4: 10,653 shares 10,653 $1.71M 0.05% +1,156 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,347 shares; 2025Q1: 15,069 shares; 2025Q2: 14,839 shares; 2025Q3: 14,344 shares; 2025Q4: 13,965 shares 13,965 $1.64M 0.05% -379 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,854 shares; 2025Q1: 62,774 shares; 2025Q2: 63,550 shares; 2025Q3: 63,570 shares; 2025Q4: 62,874 shares 62,874 $1.56M 0.05% -696 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,582 shares; 2025Q1: 14,582 shares; 2025Q2: 14,582 shares; 2025Q3: 14,253 shares; 2025Q4: 14,243 shares 14,243 $1.56M 0.05% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,921 shares; 2025Q1: 15,809 shares; 2025Q2: 15,757 shares; 2025Q3: 14,211 shares; 2025Q4: 12,758 shares 12,758 $1.48M 0.05% -1,453 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,171 shares; 2025Q1: 22,683 shares; 2025Q2: 22,177 shares; 2025Q3: 32,990 shares; 2025Q4: 31,873 shares 31,873 $1.46M 0.05% -1,117 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,096 shares; 2025Q1: 31,440 shares; 2025Q2: 29,899 shares; 2025Q3: 27,164 shares; 2025Q4: 27,364 shares 27,364 $1.46M 0.05% +200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,550 shares; 2025Q1: 6,146 shares; 2025Q2: 5,817 shares; 2025Q3: 5,566 shares; 2025Q4: 6,847 shares 6,847 $1.45M 0.05% +1,281 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $1.44M 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,997 shares; 2025Q1: 10,253 shares; 2025Q2: 10,065 shares; 2025Q3: 11,883 shares; 2025Q4: 12,403 shares 12,403 $1.43M 0.04% +520 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,292 shares; 2025Q1: 59,551 shares; 2025Q2: 61,811 shares; 2025Q3: 59,496 shares; 2025Q4: 56,909 shares 56,909 $1.42M 0.04% -2,587 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,443 shares; 2025Q1: 6,043 shares; 2025Q2: 6,128 shares; 2025Q3: 5,772 shares; 2025Q4: 5,764 shares 5,764 $1.39M 0.04% -8 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,134 shares; 2025Q1: 10,087 shares; 2025Q2: 9,761 shares; 2025Q3: 8,662 shares; 2025Q4: 7,897 shares 7,897 $1.35M 0.04% -765 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,495 shares; 2025Q1: 6,505 shares; 2025Q2: 6,390 shares; 2025Q3: 6,259 shares; 2025Q4: 6,259 shares 6,259 $1.31M 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,194 shares; 2025Q1: 10,829 shares; 2025Q2: 10,919 shares; 2025Q3: 10,229 shares; 2025Q4: 10,229 shares 10,229 $1.29M 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,423 shares; 2025Q1: 2,041 shares; 2025Q2: 2,155 shares; 2025Q3: 2,134 shares; 2025Q4: 2,097 shares 2,097 $1.29M 0.04% -37 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,283 shares; 2025Q1: 20,582 shares; 2025Q2: 20,497 shares; 2025Q3: 16,997 shares; 2025Q4: 15,324 shares 15,324 $1.24M 0.04% -1,673 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares 10,500 $1.23M 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,501 shares; 2025Q1: 30,793 shares; 2025Q2: 30,205 shares; 2025Q3: 30,463 shares; 2025Q4: 30,057 shares 30,057 $1.22M 0.04% -406 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,413 shares; 2025Q1: 15,546 shares; 2025Q2: 13,949 shares; 2025Q3: 13,949 shares; 2025Q4: 13,852 shares 13,852 $1.21M 0.04% -97 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,005 shares; 2025Q1: 4,905 shares; 2025Q2: 4,730 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares 4,666 $1.2M 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,779 shares; 2025Q1: 2,727 shares; 2025Q2: 2,781 shares; 2025Q3: 2,477 shares; 2025Q4: 3,777 shares 3,777 $1.2M 0.04% +1,300 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,921 shares; 2025Q1: 7,671 shares; 2025Q2: 8,541 shares; 2025Q3: 8,541 shares; 2025Q4: 8,400 shares 8,400 $1.19M 0.04% -141 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,200 shares; 2025Q1: 6,050 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares; 2025Q4: 5,850 shares 5,850 $1.17M 0.04% -90 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,780 shares; 2025Q1: 13,619 shares; 2025Q2: 12,482 shares; 2025Q3: 12,582 shares; 2025Q4: 12,482 shares 12,482 $1.16M 0.04% -100 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,973 shares; 2025Q1: 2,086 shares; 2025Q2: 2,118 shares; 2025Q3: 2,497 shares; 2025Q4: 2,537 shares 2,537 $1.14M 0.04% +40 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,783 shares; 2025Q1: 12,028 shares; 2025Q2: 12,028 shares; 2025Q3: 11,993 shares; 2025Q4: 11,817 shares 11,817 $1.13M 0.04% -176 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,040 shares; 2025Q1: 20,260 shares; 2025Q2: 19,883 shares; 2025Q3: 19,177 shares; 2025Q4: 19,256 shares 19,256 $1.11M 0.03% +79 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,034 shares; 2025Q1: 8,077 shares; 2025Q2: 7,827 shares; 2025Q3: 7,729 shares; 2025Q4: 7,534 shares 7,534 $1.08M 0.03% -195 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,513 shares; 2025Q1: 6,793 shares; 2025Q2: 6,637 shares; 2025Q3: 5,829 shares; 2025Q4: 5,784 shares 5,784 $1.06M 0.03% -45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,613 shares; 2025Q1: 3,668 shares; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares; 2025Q4: 3,656 shares 3,656 $1.04M 0.03% -12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,375 shares; 2025Q1: 20,649 shares; 2025Q2: 20,288 shares; 2025Q3: 19,178 shares; 2025Q4: 19,065 shares 19,065 $1.03M 0.03% -113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,638 shares; 2025Q1: 26,988 shares; 2025Q2: 26,844 shares; 2025Q3: 26,354 shares; 2025Q4: 21,945 shares 21,945 $1.03M 0.03% -4,409 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,523 shares; 2025Q1: 21,050 shares; 2025Q2: 18,737 shares; 2025Q3: 18,853 shares; 2025Q4: 18,851 shares 18,851 $1.01M 0.03% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,670 shares; 2025Q1: 9,135 shares; 2025Q2: 8,955 shares; 2025Q3: 8,305 shares; 2025Q4: 8,305 shares 8,305 $985K 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,343 shares; 2025Q1: 12,331 shares; 2025Q2: 11,215 shares; 2025Q3: 11,215 shares; 2025Q4: 14,592 shares 14,592 $912K 0.03% +3,377 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,404 shares 37,404 $912K 0.03% new Timeline TRINITY BK N A FT WORTH TRINITY BK N A FT WORTH More: the full row for TRINITY BK N A FT WORTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares 9,500 $898K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,529 shares; 2025Q1: 1,546 shares; 2025Q2: 1,538 shares; 2025Q3: 1,581 shares; 2025Q4: 1,573 shares 1,573 $891K 0.03% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,417 shares; 2025Q1: 2,776 shares; 2025Q2: 2,571 shares; 2025Q3: 2,960 shares; 2025Q4: 2,921 shares 2,921 $888K 0.03% -39 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,282 shares; 2025Q3: 1,279 shares; 2025Q4: 1,450 shares 1,450 $875K 0.03% +171 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,226 shares; 2025Q1: 2,784 shares; 2025Q2: 2,647 shares; 2025Q3: 2,648 shares; 2025Q4: 2,475 shares 2,475 $866K 0.03% -173 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,740 shares; 2025Q1: 4,560 shares; 2025Q2: 4,321 shares; 2025Q3: 4,045 shares; 2025Q4: 3,855 shares 3,855 $847K 0.03% -190 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,220 shares; 2025Q1: 1,873 shares; 2025Q2: 1,802 shares; 2025Q3: 2,134 shares; 2025Q4: 2,578 shares 2,578 $844K 0.03% +444 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,226 shares 6,226 $841K 0.03% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,797 shares; 2025Q1: 4,769 shares; 2025Q2: 4,741 shares; 2025Q3: 4,276 shares; 2025Q4: 2,552 shares 2,552 $827K 0.03% -1,724 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,410 shares; 2025Q1: 6,391 shares; 2025Q2: 5,846 shares; 2025Q3: 5,696 shares; 2025Q4: 5,056 shares 5,056 $825K 0.03% -640 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,541 shares; 2025Q1: 6,541 shares; 2025Q2: 6,541 shares; 2025Q3: 6,541 shares; 2025Q4: 6,541 shares 6,541 $806K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 596,346 shares; 2025Q1: 611,727 shares; 2025Q2: 52,402 shares; 2025Q3: 20,316 shares; 2025Q4: 13,529 shares 13,529 $797K 0.02% -6,787 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,953 shares; 2025Q1: 2,540 shares; 2025Q2: 2,580 shares; 2025Q3: 2,572 shares; 2025Q4: 2,541 shares 2,541 $737K 0.02% -31 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,334 shares; 2025Q1: 8,330 shares; 2025Q2: 8,292 shares; 2025Q3: 8,242 shares; 2025Q4: 8,228 shares 8,228 $717K 0.02% -14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,801 shares; 2025Q1: 2,781 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,763 shares 2,763 $715K 0.02% 0 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,478 shares; 2025Q1: 29,063 shares; 2025Q2: 7,965 shares; 2025Q3: 12,060 shares; 2025Q4: 11,980 shares 11,980 $705K 0.02% -80 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,420 shares; 2025Q1: 4,954 shares; 2025Q2: 4,754 shares; 2025Q3: 4,378 shares; 2025Q4: 3,371 shares 3,371 $702K 0.02% -1,007 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,546 shares; 2025Q1: 11,615 shares; 2025Q2: 10,025 shares; 2025Q3: 15,526 shares; 2025Q4: 6,900 shares 6,900 $684K 0.02% -8,626 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,355 shares; 2025Q1: not reported; 2025Q2: 1,225 shares; 2025Q3: not reported; 2025Q4: 2,660 shares 2,660 $684K 0.02% new Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,569 shares; 2025Q1: 3,271 shares; 2025Q2: 2,944 shares; 2025Q3: 2,944 shares; 2025Q4: 2,668 shares 2,668 $663K 0.02% -276 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,954 shares; 2025Q1: 11,363 shares; 2025Q2: 9,187 shares; 2025Q3: 9,116 shares; 2025Q4: 8,939 shares 8,939 $659K 0.02% -177 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,092 shares; 2025Q1: 4,091 shares; 2025Q2: 4,134 shares; 2025Q3: 3,702 shares; 2025Q4: 3,638 shares 3,638 $646K 0.02% -64 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,903 shares; 2025Q1: 4,038 shares; 2025Q2: 4,535 shares; 2025Q3: 3,917 shares; 2025Q4: 3,422 shares 3,422 $633K 0.02% -495 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,367 shares; 2025Q3: 7,758 shares; 2025Q4: 11,003 shares 11,003 $630K 0.02% +3,245 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,227 shares; 2025Q1: 23,445 shares; 2025Q2: 23,445 shares; 2025Q3: 25,422 shares; 2025Q4: 25,712 shares 25,712 $614K 0.02% +290 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 1,052 shares; 2025Q2: 1,073 shares; 2025Q3: 1,168 shares; 2025Q4: 1,070 shares 1,070 $611K 0.02% -98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,773 shares; 2025Q1: 50,851 shares; 2025Q2: 48,410 shares; 2025Q3: 47,436 shares; 2025Q4: 45,255 shares 45,255 $594K 0.02% -2,181 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,427 shares; 2025Q1: 7,190 shares; 2025Q2: 7,191 shares; 2025Q3: 7,191 shares; 2025Q4: 6,314 shares 6,314 $585K 0.02% -877 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares 658 $578K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,201 shares; 2025Q1: 5,463 shares; 2025Q2: 5,442 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares 5,078 $570K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares 1,197 $567K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,017 shares; 2025Q1: 11,017 shares; 2025Q2: 11,382 shares; 2025Q3: 11,267 shares; 2025Q4: 10,967 shares 10,967 $566K 0.02% -300 Timeline HCKG Hocking Valley Bancshares, Inc More: the full row for Hocking Valley Bancshares, Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,500 shares 19,500 $566K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,799 shares; 2025Q1: 6,729 shares; 2025Q2: 6,938 shares; 2025Q3: 7,819 shares; 2025Q4: 7,668 shares 7,668 $565K 0.02% -151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,835 shares; 2025Q1: 10,835 shares; 2025Q2: 11,060 shares; 2025Q3: 11,060 shares; 2025Q4: 11,060 shares 11,060 $553K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 163 shares; 2025Q4: 163 shares 163 $553K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,870 shares; 2025Q3: 3,198 shares; 2025Q4: 5,737 shares 5,737 $550K 0.02% +2,539 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,500 shares; 2025Q1: 23,210 shares; 2025Q2: 22,095 shares; 2025Q3: 18,988 shares; 2025Q4: 17,640 shares 17,640 $527K 0.02% -1,348 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,991 shares; 2025Q1: 5,019 shares; 2025Q2: 4,824 shares; 2025Q3: 4,084 shares; 2025Q4: 4,721 shares 4,721 $521K 0.02% +637 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares 17,500 $520K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,275 shares; 2025Q1: 23,275 shares; 2025Q2: 24,091 shares; 2025Q3: 23,275 shares; 2025Q4: 23,275 shares 23,275 $517K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,688 shares; 2025Q1: 1,651 shares; 2025Q2: 1,571 shares; 2025Q3: 2,023 shares; 2025Q4: 2,103 shares 2,103 $511K 0.02% +80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 996 shares 996 $488K 0.02% +119 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,941 shares; 2025Q2: 5,941 shares; 2025Q3: 5,694 shares; 2025Q4: 5,044 shares 5,044 $486K 0.02% -650 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,462 shares; 2025Q1: 3,303 shares; 2025Q2: 3,271 shares; 2025Q3: 3,746 shares; 2025Q4: 3,692 shares 3,692 $471K 0.01% -54 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,434 shares; 2025Q1: 3,116 shares; 2025Q2: 3,163 shares; 2025Q3: 3,111 shares; 2025Q4: 2,163 shares 2,163 $470K 0.01% -948 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,683 shares; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,727 shares; 2025Q4: 2,135 shares 2,135 $457K 0.01% +408 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 299 shares; 2025Q3: 420 shares; 2025Q4: 414 shares 414 $443K 0.01% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 129,663 shares; 2025Q2: 41,514 shares; 2025Q3: 27,352 shares; 2025Q4: 6,489 shares 6,489 $442K 0.01% -20,863 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,988 shares; 2025Q1: 1,737 shares; 2025Q2: 1,458 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares 1,304 $430K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 371 shares; 2025Q1: 421 shares; 2025Q2: 424 shares; 2025Q3: 481 shares; 2025Q4: 482 shares 482 $424K 0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,680 shares; 2025Q1: 7,245 shares; 2025Q2: 7,789 shares; 2025Q3: 9,178 shares; 2025Q4: 9,083 shares 9,083 $421K 0.01% -95 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $414K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,724 shares 2,724 $406K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,487 shares; 2025Q1: 7,487 shares; 2025Q2: 7,521 shares; 2025Q3: 7,487 shares; 2025Q4: 7,487 shares 7,487 $403K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,876 shares; 2025Q1: 11,683 shares; 2025Q2: 11,775 shares; 2025Q3: 11,775 shares; 2025Q4: 11,475 shares 11,475 $397K 0.01% -300 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 793 shares; 2025Q1: 747 shares; 2025Q2: 736 shares; 2025Q3: 861 shares; 2025Q4: 677 shares 677 $393K 0.01% -184 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,013 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,532 shares; 2025Q4: 1,383 shares 1,383 $381K 0.01% -149 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,057 shares; 2025Q1: 4,830 shares; 2025Q2: 9,440 shares; 2025Q3: 9,377 shares; 2025Q4: 9,361 shares 9,361 $376K 0.01% -16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares 1,560 $374K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,864 shares; 2025Q1: 7,864 shares; 2025Q2: 219,512 shares; 2025Q3: 265,642 shares; 2025Q4: 18,840 shares 18,840 $360K 0.01% -246,802 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 728 shares; 2025Q1: 732 shares; 2025Q2: 736 shares; 2025Q3: 709 shares; 2025Q4: 704 shares 704 $359K 0.01% -5 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,890 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,743 shares; 2025Q4: 5,341 shares 5,341 $358K 0.01% -402 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,297 shares; 2025Q1: 2,257 shares; 2025Q2: 2,334 shares; 2025Q3: 2,274 shares; 2025Q4: 2,271 shares 2,271 $350K 0.01% -3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,125 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 3,958 shares; 2025Q4: 3,388 shares 3,388 $347K 0.01% -570 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,042 shares; 2025Q3: 1,031 shares; 2025Q4: 1,019 shares 1,019 $343K 0.01% -12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 2,856 shares; 2025Q4: 2,756 shares 2,756 $333K 0.01% -100 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,035 shares 2,035 $328K 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,395 shares; 2025Q1: 16,329 shares; 2025Q2: 15,853 shares; 2025Q3: 15,603 shares; 2025Q4: 15,592 shares 15,592 $322K 0.01% -11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,468 shares; 2025Q1: 6,601 shares; 2025Q2: 6,515 shares; 2025Q3: 7,361 shares; 2025Q4: 7,358 shares 7,358 $321K 0.01% -3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,180 shares; 2025Q4: 1,162 shares 1,162 $320K 0.01% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,838 shares; 2025Q1: 3,838 shares; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares; 2025Q4: 3,838 shares 3,838 $318K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,366 shares; 2025Q1: 3,302 shares; 2025Q2: 3,165 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares 3,150 $318K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,017 shares 3,017 $317K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,689 shares; 2025Q1: 14,490 shares; 2025Q2: 7,692 shares; 2025Q3: 6,968 shares; 2025Q4: 7,008 shares 7,008 $313K 0.01% +40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,450 shares 2,450 $306K 0.01% +150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares 2,325 $302K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,281 shares; 2025Q1: 51,491 shares; 2025Q2: 47,720 shares; 2025Q3: 24,446 shares; 2025Q4: 1,976 shares 1,976 $297K 0.01% -22,470 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,324 shares; 2025Q4: 1,518 shares 1,518 $290K 0.01% +194 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 2,100 shares; 2025Q4: 1,815 shares 1,815 $289K 0.01% -285 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,740 shares; 2025Q4: 1,781 shares 1,781 $286K 0.01% +41 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,954 shares; 2025Q1: 3,031 shares; 2025Q2: 2,966 shares; 2025Q3: 2,832 shares; 2025Q4: 2,816 shares 2,816 $284K 0.01% -16 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,783 shares; 2025Q1: 14,279 shares; 2025Q2: 14,677 shares; 2025Q3: 16,865 shares; 2025Q4: 16,623 shares 16,623 $278K 0.01% -242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,766 shares; 2025Q1: 4,713 shares; 2025Q2: 4,010 shares; 2025Q3: 4,921 shares; 2025Q4: 5,438 shares 5,438 $277K 0.01% +517 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,345 shares; 2025Q1: 4,016 shares; 2025Q2: 3,649 shares; 2025Q3: 3,285 shares; 2025Q4: 2,746 shares 2,746 $274K 0.01% -539 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $272K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 2,070 shares; 2025Q3: 1,734 shares; 2025Q4: 1,734 shares 1,734 $269K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,208 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 4,200 shares 4,200 $268K 0.01% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares 1,897 $265K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,851 shares; 2025Q1: 9,851 shares; 2025Q2: 9,535 shares; 2025Q3: 10,994 shares; 2025Q4: 10,837 shares 10,837 $256K 0.01% -157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,537 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares 3,437 $253K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 463 shares; 2025Q2: 480 shares; 2025Q3: 443 shares; 2025Q4: 442 shares 442 $252K 0.01% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,127 shares 1,127 $252K 0.01% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $249K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,254 shares; 2025Q2: 1,572 shares; 2025Q3: 858 shares; 2025Q4: 1,716 shares 1,716 $247K 0.01% +858 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 2,787 shares; 2025Q4: 2,780 shares 2,780 $245K 0.01% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $240K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,172 shares; 2025Q4: 1,290 shares 1,290 $239K 0.01% +118 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,095 shares 1,095 $238K 0.01% -27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,122 shares; 2025Q1: 6,847 shares; 2025Q2: 7,121 shares; 2025Q3: 7,984 shares; 2025Q4: 7,869 shares 7,869 $234K 0.01% -115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,260 shares; 2025Q3: 10,250 shares; 2025Q4: 5,025 shares 5,025 $233K 0.01% -5,225 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 882 shares; 2025Q2: 867 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $233K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,253 shares; 2025Q1: 4,378 shares; 2025Q2: 4,378 shares; 2025Q3: 4,345 shares; 2025Q4: 3,938 shares 3,938 $231K 0.01% -407 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,629 shares 6,629 $230K 0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,019 shares 1,019 $227K 0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,495 shares; 2025Q1: 5,432 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares; 2025Q4: 5,424 shares 5,424 $227K 0.01% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,933 shares; 2025Q1: 16,059 shares; 2025Q2: 7,765 shares; 2025Q3: 4,923 shares; 2025Q4: 2,895 shares 2,895 $222K 0.01% -2,028 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,532 shares 4,532 $220K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,978 shares; 2025Q4: 1,881 shares 1,881 $219K 0.01% -97 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,081 shares 7,081 $216K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,636 shares 2,636 $214K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $213K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,090 shares; 2025Q4: 10,090 shares 10,090 $212K 0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,670 shares; 2025Q4: 8,298 shares 8,298 $211K 0.01% -4,372 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares 1,236 $210K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,360 shares; 2025Q1: 2,192 shares; 2025Q2: 2,198 shares; 2025Q3: 2,181 shares; 2025Q4: 2,122 shares 2,122 $208K 0.01% -59 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 91 shares; 2025Q3: 105 shares; 2025Q4: 103 shares 103 $207K 0.01% -2 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares 1,726 $205K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,150 shares 3,150 $205K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,102 shares; 2025Q1: 2,806 shares; 2025Q2: 2,753 shares; 2025Q3: 2,672 shares; 2025Q4: 2,582 shares 2,582 $204K 0.01% -90 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,650 shares; 2025Q1: 14,650 shares; 2025Q2: 14,650 shares; 2025Q3: 14,650 shares; 2025Q4: 14,650 shares 14,650 $194K 0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,970 shares 10,970 $188K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,945 shares; 2025Q1: 47,450 shares; 2025Q2: 44,272 shares; 2025Q3: 37,071 shares; 2025Q4: 11,838 shares 11,838 $182K 0.01% -25,233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,974 shares; 2025Q1: 10,974 shares; 2025Q2: 10,974 shares; 2025Q3: 10,974 shares; 2025Q4: 10,974 shares 10,974 $152K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,704 shares; 2025Q4: 12,671 shares 12,671 $82K <0.01% +1,967 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,433 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,386 shares 16,386 $40.5K <0.01% new Timeline